Sitefinity User's Guide - YIT Group

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YIT
Sitefinity

CMS User’s Guide

For Site Managers





26
.
10
.2011, version 0.
9

YIT & Uoma Oy

Matti Kiviluoto


Page
2

Contents


1

YIT Sitefinity CMS User’s Guide for Site Managers

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................................
....................

4

1.1

About Sitefinity

................................
................................
................................
................................
..

4

1.2

Logging to Sitefinity

................................
................................
................................
...........................

4

1.3

Sitefinity Dashboard

................................
................................
................................
..........................

4

1.4

Creating and managing pages (Pages View)

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................................
......................

5

1.5

Creating a Page

................................
................................
................................
................................
..

6

1.6

Editing the Content of a Page

................................
................................
................................
............

9

1.6.1

Editing Pages in the Editor

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................................
................................
.........

9

1.6.2

Widgets

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................................
................................
................................
....

11

1.7

Editing Content While Browsing

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................................
................................
......

20

1.8

Editing the Layout of a Page

................................
................................
................................
............

21

1.9

Adding Images, Videos
and Files to pages

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................................
.......................

22

1.9.1

Inserting an Image

................................
................................
................................
...................

22

1.10

Managing Images in Sitefinity

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................................
................................
.........

23

1.11

Creating and Editing News

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................................
................................
..............

25

1.12

Creating and Editing Forms

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................................
................................
.............

27

1.13

Forms Settings

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................................
................................
.

29

1.13.1

Restrictions

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..............................

29

1.13.2

Confirmation options

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................................
...............

29

1.13.3

Form Settings i
n the Page Editor

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.............................

30

1.14

Viewing the Data Posted by Users via a Form

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.................

30

1.15

Map Locations (Maps)

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.....................

31

1.16

Offices

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..............

33

1.17

References (Case Studies)

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...............

33

1.17.1

The Case Studies Editor

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...........

35

1.18

Marketing Site Features

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..................

37

1.18.1

Marketing Site Templates

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........

37

1.1
8.2

Marketing Site: Customer Images Uploading

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..........

37

1.19

Voting Form

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.....

38

1.20

Blogs

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................

39

1.21

Social Media Feeds and Buttons (the “Social Feeds” Widget)

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41


Page
3

1.22

Advanced Search


Managing the blacklist

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.....................

42

1.23

Editing your profile

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..........................

43

1.24

Questions and Comments

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44



Page
4


1


YIT Sitefinity CMS User’s Guide for Site Managers

This
User’s Guide

is directed to YIT Si
te Managers, but may be used by users of any user

group. The
Guide

describes the
Sitefinity

CMS in general and its functionalities related to updating and creating content to
local YIT website
s

in particular.

1.1

About
Sitefinity

Sitefinity

is a modern CMS, ch
osen by YIT as the platform for all of its websites.
Sitefinity

is developed by
Telerik an
d customized and supported by Uoma. For further information about
Sitefinity
, see the
Sitefinity

website
www.
Sitefinity
.com
.

In
Sitefinity

web
-
pages are built on a template, which itself may be based on a “parent” template. The
content on a page is divided into smaller manageable pieces called Content Blocks

and Widgets
.

1.2

Logging to
Sitefinity

Go to
http://yit.test.uoma.fi/
Sitefinity

to log into
Sitefinity
.
Type your username and password to the
respective fields, see image below
. To change your password, please

refer to the section “Editing Your
P
rofile”
:


1.3

Sitefinity

Dashb
o
ard

Once you have successfully logged into
Sitefinity

your first view will be the Dashboard. For now
,

you will
see the standard
Sitefinity

Dashboard

(see image below)

with links to tutorials and documentation. The YIT
Sitefinity

Dashboard will however be cust
omized and will contain customized training material and a view
of the JIRA


the bugtracking tool used by Uoma. You may use the JIRA to report bugs or to create

feature
requests (if you are
an Administrator)

as

well as

a knowledge
data
base.


Page
5


1.4

Creating an
d managing pages

(Pages View)

Pages are managed in the Pages
View
. Click

on Pages on the top navigation

to get to the Pages
V
iew
.

Typical Pages V
iew shown below
:


1.

Sometimes
searching

may be

the

easiest

way to find

the Page to be edited
. Use

the
nam
e or a part
of the name of a page

in the search
. Click on Search and enter the search word
(s)
.


1


1


2

3

4

5

7

6


Page
6

2.

Sorting
the view may be useful, if you want to view the last modified or
last
created pages or want
to switch back to the default hierarchical view after a sea
rch.

3.

Collapse or uncollapse a subsite. Click on the triangle to open or close the view of a subsite.

4.

If a Page has
l
anguage versions you

can see the versions here. C
lick

on the “Edit” link

to edit the
desired
version. By clicking on the

Add


link you may
also add a language version to a page.

5.

There are several actions you can perform from the Actions Menu, see image below:


Delete
: Delete a Page

Unpublish
: Unpublish a Page

Duplicate
: Duplicate the Page. This is especially useful

for creating

new pages usi
ng the

existing one as a model.

Create a child page
: Creates a Page under this Page.

Edit… Content
: Edit the content of this Page

Edit… Title & Properties
: Edit the Title and Properties of this Page

Edit…

Permissions
: Edit the Permissions of this Page
. Onl
y for

Admin
-
users, see the “Admin User’s Guide” for more information.

Edit… Revision History
: See the earlier versions of

this

Page

and revert to an earlier version of this Page if desired.

Change Template
: Change the template of a Page


use with caution
.

The changing of the template may lose the content

of the Page.


see the “Admin User’s Guide” for more information.

Change Owner
: Change the Owner of a Page

Move… Up / Down
: Move the Page up or down on the list



Affects the navigation of the Site.

6.

Click
on View to show the Page on a new tab.

7.

There are several Filtering options for the Pages listing that may

help you in finding the Pages you need to edit.

1.5

Creating a Page


There are three ways to
create a Page
:

1.

From “scratch” using the “Create a page” butto
n on the top left on the Pages View.

2.

B
y duplicating using the

“Actions” menu

function

“Duplicate”
(see
above
).

3.

By creating

a child page for an existing page using the

“Actions” menu function “
Create a child
page
” (see above), which creates a new page und
erneath the selected page in the site hierarchy.

Any one of these three options opens the “Create a Page” dialog of which the top part is shown below.


Page
7


Note that you can undo
c
reating a Page by clicking on “Back to Pages”. This same “Create a page”

dial
og

is
used with the functionalities

“Duplicate”,


Create a child page


and

Edit… Title & Properties


on

the
“Actions” menu

of

the Pages View.

When creating a page, f
irst t
ype the Name of the Page in the appropriate field


the name to be shown in
the nav
igation.

Then proceed into setting the level in the site hierarchy under which the Page will be put.
See image below:


Select the appropriate level and click on “Done”.

Proceed to setting the Page URL (preferably use the Search Engine Optimized version p
rovided by
Sitefinity
)
. See image below:

D
ecide if

the Page is to be shown in the Navigation (by default checked and should be unchecked only in
special cases). See image below:

Click on “Use this page only to group other pages” only in special cases


thi
s kind of a Page is for grouping
only and does not have any content. See image below:


Page
8


Next add a Title to be shown on the browser’s titlebar. See image below:


Then

choose the template for the Page.
For each site there is a set of templates that may be
used for
different types of pages


for the Front Page, for Section Front Pages
,

for Content Pages

etc
.
Always use
only the templates created for your site (the name of the template indicates to which site it is created).

E.g. for the YITgroup.com site th
e templates used are as follows:



YIT Group Frontpage


for the Front Page only



YIT Group Section Nav3Cols



for Section Front Pages



YIT Group Content Nav3Cols



for Content Pages

There are also some custom templates for special functionality. Editing templ
ates is
allowed only for admin
and is

described in the “Admin User’s Guide”. Check from an existing page of the same type

(by opening the
page for editing and choosing the “Layout” view)
, what template you should use or consult an admin user.

You may open
the “Description, Keywords” fields by clicking on the triangle in front of them (see image
below). In the Descripti
on field it is recommended
(
but
not mandatory)
to
provide a description of the
Page.

This description provides information to search engines
that might help in SEO (Search Engine
Optimization).

In the “Keywords” field it is
also
recommended (but not mandatory) to add relevant
keywords that best describe the content of the Page

for the same SEO reasons
.

Finally, to finalize the Page creation pro
cess either create the Page using the “Create and go to add
content” or create the Page and return back to the Pages View using the “Create and return to Pages”. To
cancel the creation of the Page
,

click on the link “Back to Pages”.


Page
9


1.6

Editing the Content o
f a Page

There are two main ways
to edit the content of a Page.
You may either open the Page in the Editor or
browse the Site and edit the content

while browsing.

1.6.1

Editing Pages

in the Editor

In the Pages view

(see
Creating and Managing P
ages
)

you can
click

on the name of the Page to get to the
Page Editor or you can use the Actions Menu command

Edit… Content

. See the image below for a typical
Page Editor view

in which you see the content of the page, which consists of elements from the template

and of edi
table content elements called Widgets.


Page
10


You can edit existing content by clicking on the E
dit link on the top of a Widget.

To add new Widgets

to a page
, just drag and drop them from the column on the right
to the page

to

wherever there is a marker “Dra
g widgets here”.

Or duplicate an
existing widget by choosing duplicate from the widget’s “More”
-
menu. To delete a
widget, click on Delete from the widget’s “More”
-
menu. Permissions of a widget are
covered in the “Admin User’s Guide”.

Once you have finished

editing you have several options:




Publish

your changes immediately by clicking on the Publish button.



Save your
page as a Draft for further editing


the page will remain unpublished


by clicking on the

Save as Draft
” button.



Preview

what you have edi
ted by clicking on the Preview button



Note this will NOT save the
changes you have made in the Editor
.



Discard all changes and go back to the Pages view by clicking on the “
Back to Pages
” link.

Clicking on the
More Actions

button will give you more opti
ons:



Discard Draft



Discard all changes and

go back to the Pages view



Schedule Publish/Unpublish




Use this option to set the timed publishing and / or


Page
11

unpublishing of a Page


Note that the time shown is Finnish time.



Delete



for deleting the Page



Un
publish



for unpublishing the Page

1.6.2

Widgets

A complete listing of widge
ts is provided below with descrip
tions
.

Content Block

The Content Block is the most versatile widget, since you can add almost any kind of content into it, see
image below.


Use the ed
itor to edit the content and Save changes when you are ready or Cancel if you don’t want to
cancel the changes you have made. The WYSIWYG editor works similarly as your typical word processing
tool except for a few features described below:



Use styles ins
tead of font settings. You have the option to choose the font typeface and size, but
they should not be changed. Use the “Heading”
-
styles for headings and Paragraph for standard
text. Feel free to use
Bolding

and
Italics

when needed, but consistently, so t
hat the particular
styling is always used for the same purpose.


Page
12



Be careful with Copy+Pasting. Especially pasting from MS Word should be done using the “Paste
from Word” tool:

Plain text can always be safely pasted. Images cannot be pasted to the editor
e
xcept from websites, which creates a link to the image on the original website


so it too should
be avoided.



There are several options for adding links.

o


Hyperlink Editor


This is the main tool to create links in Sitefinity. After selecting the
word/wor
ds to be linked choose the type of the link:




For external links use “Web address”


add the complete link to the “Web address”
field.



For links within the site use “Page from this site”


choose the link from the page
hierarchy
-
view.



For e
-
mail links use

“E
-
mail”


add the e
-
mail address to the “Email address” field.

o

Each of these options has a “More options” section (“Open this link in a new window” not
available for Email
-
links).




Note that the CSS class is not used (link classes are pre
-
defined) and “
Open this link
in a new window” should be used only for external links.

o


Remove Link



Use this functionality to remove an existing link.


Page
13

o


Insert Hyperlink


this functionality is for special use
-
cases such as adding “bookmarks”
to pages for links inside a

page and creating links to these “bookmarks”. So to create a link
from one part of a page to another part (marked with a bookmark), follow these steps:

1.

Select the word where you want to place the “bookmark” aka “anchor”.

2.

Click on “Insert Link” and then on

“All properties…” and finally on the “Anchor”
-
tab


and name the Bookmark.

3.

Finally click on “OK”. You can now insert a link to this bookmark.

o

To create a link to a bookmark, follow these steps:

1.

Select the word where you want to place the “bookmark” aka “a
nchor”.

2.

Click on “Insert Link” and then on “All properties…” and finally on the “Hyperlink”
-
tab


Choose the bookmark from the “Existing Anchor” drop
-
down.

3.

Finally click on “OK”.



Tip: when creating a Heading that is a link. Create the link first and only a
fter that change the style to a
heading
-
style. (This will make sure that the heading has the link styling.)



Adding images
, videos and documents are covered in

section “Inserting Images, Videos and Documents
to Pages”.


Page
14



To add a flash
-
element to a page use t
he content editor’s Flash Manager :
. See image below:


First choose the Flash
-
element from the existing ones by clicking on it or upload a new flash
-
file from
your local computer by clicking on the Upload button. Once you have chosen the correct file, f
ill in the
Properties, see image below:



You may leave the default settings for all the other fields, but remember to specify the Width and
Height. Once you have entered the Properties click on Insert.



Inserting and editing tables.

To add a simple table
click on

and paint the amount of cells needed.
For formatting the table, right
-
click on a table, see image below.


Page
15


o

You may specify the settings on the left or use a predefined CSS Class Layout (especially the
class “telerik
-
re Table
-
1”), which is recomm
ended.



Sometimes extra settings are needed and they can be set by clicking on the “Advanced” button.
Examples of useful extra settings will be
added to this manual

if important use cases show up.

Image



Select the image from already uploaded or upload it us
ing the “From your computer” functionality.

F
or more detailed instructions see section
“Inserting Images, Videos and Documents to Pages”
below.

If a border is needed for the image, use the
“Shadow Image” widget described below. Note
that in the image widge
t it is not possible to add a link to an image, but it is possible to do so in the
“Shadow Image” widget

Shadow Image



The “Shadow Image” widget is a custom widget in which the image is bordered by the standard YIT
-
border
-
style. The “Shadow Image” also has
extra features, such as:

o

Title: creates a title on top of the image

o

Text on image: Writes text on top of the image.

o

Link to navigate:
there is no link
-
selector for int
ernal links
, but internal links can be added by
Copying the URL of the page to be linked

starting with

the site
-
prefix

e.g.

Page
16

/YIT_GROUP/industrial
-
services/Industrial
-
Maintenance . Links outside the YIT
-
site should
be given with the http
-
prefix e.g. http://www.google.fi/ .



Shadow image settings:


Image Gallery



Select the images to be shown in

the gallery

by one or a combination of criteria, see image below:

By selecting

one or a number of:

… albums

… categories

… tags or

… dates



Page
17

You may also sort the images using the same sorting as in the album or showing either the oldest or
newest first
.



In settings you choose the layout of the gallery.


News



As with the Image gallery, news may be chosen by a combination of criteria or narrowed down to a
single news item. The criteria available for the filtering of the news are: categories, tags and date
s.




The number of news items shown on the list and paging options may be set in the “List Settings

view as well as sorting options and templates, see image below.




In the “S
ingle
I
tem

Settings”
,

use the default setting “Auto
-
generated page”, see image be
low.




Blog posts



Not in use yet.


Page
18

Events



The editing is similar to news items

(choosing which items to show, list settings and single item
settings)

with the addition of a possibility to choose which events to show, see image below:


Video



The
adding
of v
ideos is similar to
adding
images.

Note: only Windows Media Video
-
files (WMV)
supported.

Video Gallery



Not in use yet.

Document link

= attachment



The editing of documents is similar to images. Upload a document from your computer or choose it
from a librar
y.

Download list



The editing of download lists is similar to image galleries. Documents may be specified by libraries,
categories, tags, authors and/or dates and sorted newest or oldest first or as they are ordered in
the library chosen. As with image gall
eries, you may choose the layout of the download list

in the
Settings
-
view.

Feed



Feeds may only be created by administrators in the Administration menu, but existing feeds can be
chosen in the feed editor.

Form



You can add already created forms with the fo
rm widget. Creating forms

is described in the forms
section below.

Generic content list



Not in use.

PageLastModifiedControl



To be used only in templates.


Page
19

Offices



Custom widget not to be modified. See the YIT Group Contact Us Page as a reference.

Se
ttings
p
redefined for each site.

CaseStudies



Custom widget not to be modified

in the References section
. See the YIT Group References Page as
a reference.

To add a Reference Carousel. Add the CasStudies widget and click on Edit.




Go to the “List Settings” tab and

choose the “List Template” “Carousel two items”.

Iframe



In the Iframe editor, enter the URL of the content to be shown in the Iframe.

It is possible to specify the height and width of the iFrame in the respective “Advanced settings”
fields.

OfficeSelector



Custom widget not to be modified. See the YIT Group Contact Us Page as a reference.

Print


Page
20



The widget can be found under the “Content” widgets in "Scripts and Styles"
.

T
he Print widget

inserts a button that opens a printer friendly page.

Dotted L
ine

Separa
tor



To add a dotted line used as a separator on the front page as well as section main pages, see image
below
.


I
nsert a content block, with the following script on the HTML
-
side (nothing else):

<div class="u_mainnavi_bottomspacer"> </div>

1.7

Editing Conten
t While Browsing

Once you have logged into
Sitefinity

you will see a Tools Menu

on the upper right corner of the Page.

The menu will open when

you click on it, see below:


By clicking on the “Show editing tools” you will enable

the editing features. Note

that you can only edit
existing Content Blocks and Widgets while browsing. You must enter the Page Editor

e.g. by clicking on the
“Edit this page in the Backend”
-
link
in the “Tools”
-
menu,
to add or delete Content Blocks and / or Widgets.
See a typical v
iew of a Page with editing tools below:


Page
21


Cli
cking on the little Edit button

will enable you to edit a Content Block / Widget
.

The content will be
opened to the same WYSIWYG Editor as when editing a Content Block in the Page Editor.

1.8

Editing the Layout of a

Page

Editing the layout of a Page is done in the same Page Editor as the editing of the Page.
To edit a Page go to
the Pages V
iew and click on the title of a Page or Choose “Edit… Content” from the Actions menu. See the
image under “
Creating and managing
pages
”.

Once in the Page editor, choose “Layout” on the top of the right column to show the layout options. See
image below:


As with content elements (Content Blocks and Widgets) drag the desired layout element to the boxed
marked with “Drag layout ele
ments”.

The custom layout elements created for YIT follow a numbering
pattern in which the first number stands for the width of the element in columns (1
-
4) followed by the
configuration how the columns are grouped, see
example below:

3: 1+ 1+ 1 Layout
-
ele
ment
:

three columns wide with three one column elements inside


example of use:


Page
22


1.9

Adding
Images, Videos and Files

to pages

You may add Images, Videos and Files either to a Content Block using the appropriate buttons on the
Content WYSIWY
G Editor or by add
ing an

Image, Video or Document
Widget to a box in the Page
in the
Page Editor.

Adding

I
mages is described in detail below. Files and videos are added similarly as images.

1.9.1

Inserting an Image

The

following dialog will be shown
in every case

in which you

ar
e adding an Image. First you must

decide
are you going to upload an image from your computer or
are you going
to use an existing image
:


If you choose to upload the Image from your computer, c
licking on the “Select…” button will open a dialog
box where yo
u can browse the contents of your computer and choose the image to be uploaded.

If you choose to use an existing image, click on the link “From already uploaded”. See image below:


Page
23


On the left

you have different I
mage
A
lbums

to choose from and on the
righ
t you have the I
mages.
Click on
the I
mage to choose it and

press the Save button to save it
. If you want
Cancel inserting an I
mage, use the
Cancel link.

1.10

Managing Images in

Sitefinity


To Manage Images, go to Content > Images. The Image View will appear, se
e the image below.

Videos and Documents are managed similarly in their respective Views in the Content Menu.


Page
24


Adding images to
Sitefinity

may be done using the “Upload images” Button. Grouping Images to Albums
can easily be done by ticking the checkboxes

of the images to be added to an album and

choosing “Move to
another album” from the

More actions


menu.

Y
ou may create
albums by clicking on the button “Create an album” on the top of the Images view. To

edit
A
lbums

go to the Albums view

by clicking on
t
he “Manage a
lbums


link on the right
.
See image below:



Page
25

In this view you can c
reate an Album, Delete an existing one and Merge two or more Albums together using
the respective buttons on the top of the page.

Note that albums do not have hierarchies.
A

wor
k
-
around
for this is to name the albums by repeating

prefixes e.g. Services, Services
-
ServiFlex, Services
-
Other.

1.11

Creating and Editing
News

Go to Content > News to edit
and create
News items.

The News View will appear, see image below:


When creating a new

News item or editing an existing one you will be directed to the News editor. See
image below:



Page
26

On the top you have the same action buttons as with Pages and below them the Title, Content and
Summary fields.

Next you have the Category a
nd

Tag fields ess
ential for News. Categories are used to
decide in which
site/sites/subsites the News item is to be shown. Tags are relevant for searching both within the site and by
search engines.

See image below:


Tick on the categories you want to choose and add the r
elevant tags either by typing them to the text box
provided and/or choosing them from the existing tags.

Next we have the custom fields
for images to be shown on the News item’s ”image reel” and the
documents to be made available with the News item. See i
mage below:


Page
27


1.12

Creating and Editing Forms

Go to Content > Forms to edit and create Forms.

The Forms View will appear, see image below:


Creating a Form by the “Create a form” button or clicking on a Form will open the Forms Editor. If you click
on “Create
a form” you will first be asked to give a Title for the new form after which you may proceed to
the Forms Editor by clicking on the “
Create and go to add content

-
button.

See image of the Forms Editor below:


Page
28


To add new form fields just drag and drop for
m widgets from the right. You can also use the similar layout
tools as in editing the layout of Pages by clicking on the Layout Button.


Page
29


1.13

Forms Settings

In the Settings
-
tab the following settings can be made, see image below:

1.13.1

Restri
c
tions

Under Restrictio
ns you can restrict the access to a particular form.



One entry per IP


useful is e.g. surveys and voting where

you only
want to

allow a single posting of the form from

a single ip
-
address.



One entry per username


not applicable because we do not

have us
ernames

for external users browsing the site
.



No restrictions


default setting and typical e.g. for contact

forms.

1.13.2

Confirmation options

Sitefinity

has two options to inform the user that the form has been

sent.



Show message for success

o

Does not require t
he creation of a landing (or

“thank you”) page, but is not a sophisticated as

directing the user to a purpose built landing page.



Redirect to a page…

o

Recommended. The page needs to be created in

advance. Add the URL of the desired landing page

into the

field below the text “
Redirect to a page…



The last fields (Label placement and CSS class) are not covered here.


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30


1.13.3

Form Settings in the Page Editor

Once you add a form to a page you can modify its settings by clicking on the Edit
-
button on the top
-
bar o
f
the form
-
widget and a Select a form dialog
-
box will appear (see images below):



Form options
:



Email Address: The email
-
address

to b
e notified upon form submission



Email From Address: The email
-
address

to
be shown as the sender



Email Subject: T
he su
bje
ct of the email sent to the recipient



Email Message: The message sent to the recipient along with the form
-
data

1.14

Viewing the Data Posted by Users via a

Form

Once you have a published form on your site you can view the Form data posted by users by clicking o
n the
responses link on the same row as your form on the Forms View. See the Responses View below:


Page
31


The data collected may also be exported as a CSV
-
file that can be opened e.g. in MS EXCEL. To export the
data, click on “Export as CSV”. The data will be d
ownlo
aded into your computer as a CSV
-
file. Depending on
the browser you use it may also give you an option to open the file directly in MS EXCEL, see example
below from the Mozilla Firefox browser
.


1.15

Map Locations (Maps)

A custom built POI (Point Of Inter
est) database is attached to Sitefinity. It is intended that the database will
mainly be updated from external sources or by data dumps. However if a single Map location is needed, it
can also be created using the Maps editor. In Content > Maps, click on “
Create a map item” to create a map
item, the Map editor opens. See image below to see the editor and the fields.


Page
32



Page
33

1.16

Offices

Go to Content > Offices to edit and create Offices. The Offices View will appear, see image below:

This is a custom functionality cre
ated by Uoma but it’s user interface is similar to basic Views in
Sitefinity
.



Creating an Office by the “Create an office item” button or clicking on an Office will open the Office Editor
which is similar to e.g. the News Editor. In the
Offices
editor y
ou have a custom “Locations on map”
component (see image below) with which you can select a Map location for an Office.


1.17

References

(Case Studies)

“References” is a new feature where references for different business needs are collected to a single
databa
se from which they can be displayed in any YIT
-
site. This Reference database also helps smaller
countries to show group level references in a situation where local ones are not available. In the current
implementation in YIT Group
references are grouped un
der categories and shown as thumbnails on the
References Main Page, see image below.

Note that the categories used for references must be created
hierarchically under the “References” category.



Page
34


The fields describing the Reference are shown on the Refer
ence’s Page.

Go to Content > Case Studies to edit and create References. The Case Studies View will appear, see image
below:

This is a custom functionality created by Uoma but it’s user interface is similar to basic Views in
Sitefinity
.



Creating a Refer
ence by the “Create a case study” button or clicking on a Case Study will open the Case
Study Editor which is similar to e.g. the News Editor. In the Case Studies editor you have the same custom
“Locations on map” component as in the Offices View with whic
h you can select a Map location for
a

Reference.

Reference images must be added to the image bank earlier as they can not be uploaded from
computer

while creating the Reference
.


Page
35

1.17.1

The Case Studies Editor

The main fields of the Case Studies editor are Title a
nd Content as with News and Offices, see image below:


Note that the Title should not be too long as it is displayed over the image on the Reference’s page and
underneath the image on the References
-
rotator. See images below.



The Summary of the ref
erence is shown underneath the thumbnail
-
image of a reference
.

Select a single category for the reference which will define under which heading the Reference will be
shown on the References Page. Remember to only use categories under the “References” categ
ory.


Currently there is no functionality attached to Tags for references.

You may edit the URL of the Reference in the URL
-
field, but the default URL is already Search Engine
Optimized, so it should be used by default.

Commenting is disabled for Refere
nces.

Add downloadable documents in the Documents section, see images below. Note that the name of the
document is shown on the Reference’s Page, so rename the Document if needed for a shot but descriptive
name.


Page
36



As with offices you can add a Map Loc
ation to the Reference, which will be displayed on the Reference’s
page.


You may add an unrestricted amount of images for a reference, which are shown in an image
-
carousel on
the Reference’s Page. Clicking an image on the carousel opens the image on a li
ghtbox
-
layer. Remember to
set a Thumbnail image to be shown on the References Main Page and a Large Image to be shown on the
Reference’s Page.




Page
37

1.18

Marketing Site Features

The Marketing Site features are a set of templates and a widget to allow users to up
load their own images
to be shown on the (Marketing) site.

1.18.1

Marketing Site Templates

The Marketing Site Templates include an empty one and a number of theme colored templates to be used
when creating marketing sites.



Any YIT site may have an indefinite amo
unt of Marketing Sites.



The marketing site structure will not be visible in the main navigation.



Marketing Sites will be set in the site structure of a country site in the main level and named per
Marketing Site, e.g. www.yit.se/yit
-
se/marketing
-

special
redirect aliases may also be set for
marketing sites e.g. www.yit.se/marketing.

1.18.2

Marketing Site: Customer Images Uploading

Possibility for customers to upload their images
is possible by adding a
File Uploader

widget to the page in a
Marketing Site
.

This fe
ature is to be used ONLY
with

Marketing Site
s
. Maximum file size will be limited to 2
MB and the following file extensions will be allowed: .bmp, .gif, .jpg and .png


only 1 image can be
uploaded at a time. Images will be stored to a specific library in S
itefinity and will not be shown
automatically. Customer Images to be viewed on the marketing site can be added via the image or image
gallery widget.




Page
38

The heading is updated using the
“Header


field in the
Edit box and the text below the heading i
n the
“Content” field.

1.19

Voting Form

The voting form functionality is a combination of a form created in the Form
-
editor and settings set in the
Voting Form widget.

The voting form itself can be created in the Forms editor as any form, but with the restrict
ion that only the
Voting List widget may be used. Remember also to add a Submit button to the form. See image below with
editing view of a voting form shown with the Voting List widget editing view shown on top..





The choices of the voting form are
set in the “Choices” section of the Voting List edit view. Where both the
name of the choice and its respective (optional) link can be set.


Page
39

1.20

Blogs

Blogs is a standard Sitefinity feature
, but the YIT
-
implementation uses a custom Blog
-
template. Blogs are
upd
ated in the Content > Blogs function; see the Blogs main view below:


Open the Blog for editing by clicking on its name.
See opened blog view with individual posts shown:


Posts can be added by clicking on the the ”Create a post”

button. Earlier posts ma
y be edited by clicking on
the respective post. A post may be deleted by choosing Delete from the Actions
-
menu. See the top part of
the Post editor view below:


Page
40


The editor
is the same

as
for

all content element
s.

You may also add a Sum
m
a
ry to your post as

w
ell as
categories.

Accepting comments

To accept comments from users, go to the “Posts” view and click on the Comments column on the line of
the post


the number of comments is the link. Once you have clicked on the comments you have several
options with

the comments
, see image below.


By default comments are hidden unless accepted (published) by the author.

Actions available for comments:



Accept



click on the
checkbox in front of the
comment
(
s
)

you want to accept (you can accept
several comments at a t
ime)

and click on the “Publish” button on the top of the page.



Hide



For each
accepted
comment there is a possibility to hide it by clicking on the Hide
-
link under
the comment
. You can also hide multiple comments at a time by clicking on the checkboxes of

the
comments you want to
hide

and clicking on the “
Hide
” button on the top of the page.


Page
41



Delete

-

For each comment there is a possibility to permanently delete it by clicking on the Delete
-
link under the comment
. You can also delete multiple comments at a
time by clicking on the
checkboxes of the comments you want to delete and clicking on the “Delete” button on the top of
the page.



Edit
-

For each comment there is a possibility edit it before publishing by clicking on the Edit
-
link
under the comment
.



Mark
as spam



You can mark the comment as spam and hide

the comment by choosing the “Mark
as spam” option from the “More Actions” menu. You can also mark multiple comments as spam by
clicking on the checkboxes of the comments you want to mark and clicking on t
he “Hide and mark
as spam” button on the top of the page.

1.21

Social Media Feeds and Buttons (the “Social Feeds” Widget)

Social media Feeds and Buttons can be added using the Social Feeds

widget, see the image of the Editing
view below. Supported Social Media

are:



Twitter

o

Feed (TwitterFeeds option)

o

“Tweet”

(TwitterButton option)



Facebook (Feed and “Recommend”)



vKontakte (Feed and “Recommend”)


Page
42


For the Feeds a Height in pixels may be added specifying the height

of the feed element.

1.22

Advanced Search


Managing
the blacklist

There is a blacklist connected to the advanced search, which hides search results from the “Popular
Searches”. The “Popular Searches” functionality shows twelve most popular search
words

used in the
search of the YIT site in question.

The pop
ularity of the different search phrases can be monitored at any
time by viewing the results of the “Popular search” form. The popularity of each search phrase
is shown on
its row on the results page by showing
the number of times this search phrase has bee
n used.

For easier
analysis you may export the results as a CSV
-
file for example to MS EXCEL. See section “1.14
Viewing the
Data Posted by Users via a Form
” on how to
view the results of a form and how to
export the results to a
CSV file.

The blacklist is
managed by the

Advanced search


widget on the page where the Advanced search is
located. To manage the blacklist, click on Edit on the

Advanced search


widget. See image below.

The
blacklist is located in the “Advanced” settings, so click on the “Advance
d” button to enter the Advanced
settings view also pictured below. In the Advanced settings the blacklist is contained in the
“BlackListWords” field. In the field, the phrases not to be shown on the Popular Searches view are listed
with a semicolon “;” as
a separator between the search phrases.


Page
43



1.23

Editing your profile

You may view your Profile by clicking on the “Profile” link on the
Sitefinity

top bar on the top right corner

under your username
, see image below:


The profile

views your name and usernam
e as it is recorded in the
Sitefinity

Users’ Database and your
default e
-
mail address, see image below:


Page
44


To change your e
-
mail address
,

please refer to an Administrator.

To change your pass
word
,

click on the
“Change Password”
-
button. I
n the pass
word chan
ging functionality you are required to type your current
password (the one you used to log into
Sitefinity
)
and your new password twice. Note that
Sitefinity

requires your password to be at least 7 characters long.

1.24

Questions and Comments

For questions and
comments about this document, contact Matti Kiviluoto from Uoma, contact details
below:



Matti Kiviluoto, Project Manager

Tel. +358 44

523 0012

E
-
mail: matti.kiviluoto@uoma.fi