Content Authors

How Crafter Works

Crafter is an award-winning web content and experience management solution that allows organizations to build and manage rich online experiences on the web, mobile, social, and all digital online channels.

How Crafter CMS Works

  • Authors work in Crafter Studio
    • Web based application. There is nothing to install.
    • Crafter Studio is multi-tenant so you can manage as many sites as you need to
    • Studio provides a safe environment to make and preview content changes
    • All changes are versioned and audited
    • Once ready content is submitted to workflow for approval
  • On approval content is published to the live environment.
    • Content can be published immediately
    • Or on a schedule
  • Crafter Studio can publish to anywhere including social networks however, we often Publish to Crafter Engine.
    • Crafter Engine is a high performance, Spring MVC based content delivery engine.
    • Crafter Engine delivers highly personalized HTML (and other markup) based content and Content APIS (Content as a Service).
    • Crafter Engine is multi-channel. It supports Responsive Design and Adaptive Design as well as Content as API(s)
    • Crafter Engine is multi-tenant so you can deliver as many sites as you need to.

Logging in

To log in to Crafter Studio: * Enter the following in the URL of your browser http://SERVERNAMEHERE/studio * Enter your user name * Enter your password * Click “Sign in”

Note: You can change the language used for the Studio UI by selecting a language on the sign in screen.

Common Navigation Elements

Contextual Navigation

The Navigation Bar is a fixed element at the top of the page and cannot be scrolled off the page. The naviagation bar provide contextual workflow and other options relative to the page you are looking at, content you have selected or tool you are using.

The basic elements of the Contextual Navigation bar are: * Branded Logo Button: Takes the user back to the Dashboard. * Site Content Menu: Opens a menu that allows navigation to all pages, components and documents in the system. * Contextual Navigation Links: An area reserved for dynamic links that will changed based off of the current page view. * Search Field: Allows a user to search all site content or choose a subset of content to search from the drop-down menu (please see the later section on Search for more details about the search field. * Log Out Button: Allows a user to log out of the system.

Site Content Panel

The Site content menu/panel allows for browsing all site content in the system. This includes Pages, Components and Documents.

  • The “View” menu will allow selections of separate site properties.
  • The menu width can be resized freely be the user.
  • Users can have multiple tree paths open at the same time.
  • If closed, the menu should retain it’s last state when re-opened.
  • Clicking the “Site Content” menu button a second time, or clicking anywhere off the menu will close the menu with the following exceptions:
  • Any action executed by a right click in the menu should be allowed to complete without closing the menu (e.g.: a copy/paste operation or a delete operation.)
  • The top level blocks “Pages, Components, Documents” can be hidden from users based on their privilege settings.
  • The context can be stretched and will remember where you set the length and width on your browser
../_images/crafter-studio-dashboard-item-selected.png

Clicking the main folders will toggle them open or closed. Root folders allow a user to drill in to a hierarchy of content. If the item is previewable it will also be clickable. Clicking on an item will take the author to a preview of the item. Also, tooltips featuring extended information will be available when hovering over any item in the Site Content Menu or on the dashboard.

../_images/crafter-studio-site-content-panel2.png

Right-clicking on an item opens a contextual right click menu for that item.

../_images/crafter-studio-contextual-right-click-menu.png

Occasionally you have so many pages or components in your information architecture that it is not practical to list them or you simply want to provide your authors with a quick way to get to a specific search. For these use cases Crafter Studio’s site dropdown IA folders support the configuration of dedicated searches. That configuration can be made by an administrator on the Crafter Studio Admin Console.

../_images/crafter-studio-site-content-ia-folders.png

Making Content Edits

Form based editing

Write up form based editing

In-Context based Editing

Editing Controls

  • Input boxes
  • Text areas
  • Rich text editors
  • Date pickers
  • Dropdowns
  • Checkboxes
  • Group checkboxes
  • Image pickers
  • Child content selectors
  • File Selectors
  • Repeat Groups

Placing Content Components

  • Drop Zones
  • Available components
  • Placing new components
  • Placing existing components
  • Moving components around
  • deleting components

Submitting Content for Approval

Publishing Content

Common Editing Questions

  • I forgot my password
  • The template dictates the markup, how do I change the markup and CSS?
  • A component I want is not available, what do I do?
  • I don’t see an option to edit when I right click on the content tree, what’s wrong?