Install a community site to OrchestraCMS

[The Force.com site, automatically created when you create a community, must be installed to OrchestraCMS.]  

To install a community site to OrchestraCMS

1. From the Force.com app menu, select OrchestraCMS.
   
2. Do one of the following:
   • If your organization does not currently have a site added to your OrchestraCMS installation, you are directed to a page that instructs you to set up a new site. Click Set Up New Site.
   • If your organization already has one or more sites added to your OrchestraCMS installation, you are directed to the OrchestraCMS user interface. From the Current Site menu, select Create New Site.
     
3. Click Salesforce Site.
   
4. From the Site Label list, select the community site.
   
5. Click Install.

After completing these steps, you are redirected to the OrchestraCMS interface with the community loaded as the current site. Your site is now installed in OrchestraCMS. If your site’s Guest User is active, the OrchestraCMS SiteViewer permission set will be assigned.

Site Guest User setup

1. In OrchestraCMS Setup, under Site, click Details.
2. Click Edit.
3. Under Site Guest User, click Find User.

Site Guest User permissions

On installation or upgrade, OrchestraCMS automatically generates ocms_SiteViewer permissions, providing access to objects, fields and Visualforce pages for guest users who are listed as Active.

If the site guest user is not active but is activated later, and the administrator clicks on OrchestraCMS Site Details (under Setup), a message will appear to say the permission set doesn’t exist, or the guest user doesn’t have the required permission.

In that case, the “Validate Permissions” option should be used.

To validate permissions for a Site Guest User

1. In OrchestraCMS Setup, under Site, click Details.
2. Click Edit.
3. Click Validate Permissions.

The SiteViewer permission set is shared among guests in the organization.

If you want to create additional Visualforce pages for your public website users, you will have to go to the Available Visualforce Pages list in the Salesforce guest profile, select your additional pages, click Add, and then Save.

Alternatively, you can create a new custom permission set and use OrchestraCMS to link it to your profile.

If your public website users will be submitting forms, do the following:

• Make modifications to permissions for standard or custom objects that will be used in forms. For example, if you build a web-to-lead form using fields from the Leads object, you must grant Create access to that object under Standard Object Permissions. If you want your forms to be able to update existing records, you also need to grant Edit access to the appropriate objects.
• Alternately, use a custom permission set.

Restrict public access to pages by forcing login

By default, all pages are publicly accessible when they are published. To restrict a page so only members of the community can access it, you must specify in the page properties that users must be logged in to view the page.

Even if a page is publicly accessible, the content on the page is not necessarily accessible to the guest user, content that is protected in Salesforce can’t be made available on public sites.

To restrict page access to logged in users

1. Access the page properties: Open the page in the page editor, and on the Go To menu, click Properties.
2. Click to select Force Login.
3. Click Save.

Create a custom login page

A custom login page for the community can be created directly from OrchestraCMS Setup. The login page uses the Login Form content template to include a login form on the page.

To create and assign a custom login page

1. In OrchestraCMS, click Setup.
   
2. On the Setup panel, click Customer Community.
3. Under Default Login Page, click Create.
4. Follow the steps in the Create New Page dialog.
5. Expand the Advanced Properties arrow at the bottom of the page, and select Force SSL and the URL name. Also consider the following:
   • The page name is automatically populated.
   • The selected page template must accommodate the Login Form content template.

After you have completed the steps in the Create New Page dialog, the page is automatically designated as the login page. However, you must edit the page to include a login form using the Login Form content template.

To add a login form to the login page

1. Open your login page in the page editor.
2. In the page editor, click in the droppable area where you want the login form to display, and then click Click to Add. Note that the droppable area selected must accept the Login Form content template. To verify this, place the pointer anywhere in the droppable area, and then click Droppable Area Summary.
3. In the dropdown menu of “Click to Add”, select Add New Content.
4. In the Create New Content dialog, do the following:
   • From the Content Type list, select Portal.
   • From the Select Content Template list, select Login Form.
   • In the Name box, enter a descriptive name for the content item, such as Login Form.
   • Modify or complete other fields as required.
5. Click Finish and Edit to go directly to the content editor. Optionally, you can click Finish and return to the content editor later; to do this, select the Content tab, and then click the name of the login form content item.
6. In the content editor, set the following properties:
   • Default Start Page. The page to which users are directed after a successful login.
   • Forgot Password Page. The page to which users are directed when they click the Forgot Your Password link on the login form. If this page is not set, the link does not display with the form.
   • Self Registration Page. The page to which users are directed when they click the New User link on the login form. If this page is not set, the link does not display with the form.
7. In the Actions panel, select Save.

At this point, the login form is added to the page, which you can save and close.

Create a forgot password page

Associate a forgot password page with the login form to allow users to recover their own passwords. The Forgot Password Form content template is used to add the form to a page.

To create a forgot password page

1. Select the Pages tab.
2. On the Pages tab, select Unmapped Pages from the Sitemap panel.
3. In the Actions panel, select New Page.  
4. In the Create New Page dialog, choose a Page Template.
5. Enter a descriptive name for the page, such as Forgot Password, in the Name box.
6. Optionally, modify or complete other fields.
7. Click Finish or Finish & Edit.
8. Optionally, expand the Advanced Properties arrow and complete other fields. Click Next.
9. Click Finish.

After you have completed the steps in the Create New Page dialog, you will need to add a forgot password form to the page. However, if you have already created a login form, you can just use that, and add the Forgot Password Form template there.

To add a Forgot Password form to the forgot password page

1. Select the Pages tab.
2. Select Unmapped Pages from the site map panel.
3. In the page list panel, click the name of your forgot password page to open it in the page editor.
4. In the page editor, in the droppable area where you want the forgot password form to display, select Click to add. Note that the droppable area selected must accept the Forgot Password Form content template. (To verify this, place the pointer anywhere in the droppable area, and then click Droppable Area Summary.)
5. In the dropdown menu, select Add New Content.
6. In the Create New Content dialog, do the following:
   • From the Content Type list, select Portal.
   • From the Select Content Template list, select Forgot Password Form.
   • In the Name box, enter a descriptive name for the content item, such as Forgot Password Form.
   • Modify or complete other fields as required.
7. Click Finish and Edit to go directly to the content editor. Optionally, you can click Finish and return to the content editor later. To do this, select the Content tab, and then click the name of the Forgot Password Form content item.
8. In the content editor, click in the Confirmation Page box to select a confirmation page. This can be any page created to display a message that confirms the forgot password form was submitted.
9. In the Actions panel, click Save.

At this point, the forgot password form is added to the page, which can be saved and closed.

The forgot password page must be associated with the login form.

Create a self-registration page

Customer and partner users can self-register for a community if you provide a publicly accessible page that contains a self-registration form. The Registration Form content template is used to add a self-registration form to a page.

Before you do this, self-registration must be enabled for the community in Salesforce.

To enable self-registration for the community in Salesforce

1. In Salesforce Setup, expand Customize.
2. Expand Communities, and then click Manage Communities.
3. Click Edit next to the name of the community.
4. In the Community Settings dialog, click Login Page.
5. Click to select Allow external users to self-register.
6. Select the default profile for users that self-register. This must be a profile that can access the community; however, you may choose to create a custom profile that is attached to a community license specifically for this purpose.
7. Click Save.

Once self-registration is enabled in Salesforce, you can create the self-registration page in OrchestraCMS.

To create a self-registration page

1. In OrchestraCMS, select the Pages tab.
2. Select Unmapped Pages from the site map panel.
3. Click New Page in the Actions panel.  
4. In the Create New Page dialog, select a page template from the Select Page Template menu.
5. Enter a descriptive name for the page, such as Self Registration, in the Name box.
6. Optionally, modify or complete other fields.
7. Optionally, in Advanced Properties dialog (expand the arrow at the bottom of the page), you can modify or complete fields. You may choose to select Force SSL to maintain a secure connection when users complete the self-registration form.
8. Click Finish.

After you have completed the steps in the Create New Page dialog, you have to add a self-registration form to the page.  

To add a self-registration form to the self-registration page

1. Select the Pages tab.
2. Select Unmapped Pages from the site map panel.
3. In the page list panel, click the name of your self-registration page to open it in the page editor.
4. In the page editor, in the droppable area where you want the self-registration form to display, select Click to Add. Note that the droppable area selected must accept the Registration Form content template. To verify this, place the pointer anywhere in the droppable area, and then click Droppable Area Summary.
5. In the Create New Content dialog, do the following:
   • From the Content Type list, select Portal.
   • From the Select Content Template list, select Self-Registration Form.
   • In the Name box, enter a descriptive name for the content item, such as Forgot Password Form.
   • Modify or complete other fields as required.
6. Click Finish and Edit to go directly to the content editor. Optionally, you can click Finish and return to the content editor later; to do this, select the Content tab, and then click the name of the self-registration form content item.
7. In the content editor, beside New User Default Account, click Select.
8. In the dialog box, search for the name of the Salesforce account to to which you want new self-registered users to be added.
9. Select the account from the search results, and then click Select.
10. Click in the Confirmation Page box to select a confirmation page. This can be any page created to display a message that confirms the self-registration form was submitted.
11. In the Actions panel, click Save.

At this point, the self-registration form is added to the page, which can be saved and closed.

The self-registration page must be associated with the login form.

Show a user’s login status on a page

Use the Login Status content template to insert content relevant to the user’s login status, such as a link to log in or a link to log out based on the user’s current login status.

From the content editor, you can set properties for the login status form. These properties are described in the following table.

Publish the community site

Publishing a community site is a two-step process. First, the site needs to be published in OrchestraCMS.Then it needs to be activated in Salesforce. The steps should always be done in this order to make sure that community members don’t receive their login information before the site is available to access.

Publish the community site in OrchestraCMS

When your community site is ready for users to access it, you need to publish the site in OrchestraCMS. When you first launch your site, you might want to publish all your pages at once. For the content on your pages to appear on your live site, each content item must also be published.

Pages can be published individually, or you can publish multiple pages at the same time. You can also publish the site map, which publishes the site map content item and gives you an opportunity to publish all the pages and content on your site at the same time.

You can publish a single page from the page editor or from the Manage Pages tab. Publishing from the page editor provides an option to choose the content items on the page that you want to publish at the same time. Publishing from the Manage Pages tab will automatically publish any unpublished content items on the page.

To publish a single page from the page editor

1. In the page editor, on the Actions sidebar, click Publish.
2. In the Publish Page dialog, do one of the following:
   • If there are unpublished content items, click to clear the check box beside any content items that you do not want published.
   • If there are no unpublished content items, click outside the message box to close it.
3. Click Yes.

The procedure for publishing a single page from the Manage Pages tab is the same as publishing multiple pages from the Pages tab.

To publish multiple pages from the Manage Pages tab

1. On the Pages tab, in the site map panel, click to select the parent node of the pages you want to publish.
2. In the page list panel, click to select the check box beside each unpublished page that you want to publish (if you include a published page in your selections, you will not be able to publish the pages).
3. In the Actions panel, click Publish.

To publish all pages and content at the same time, you can publish the site map.

To publish the entire site by publishing the site map

1. On the Pages tab, in the site map panel, click on the site map node.
2. On the Actions panel, click Publish.
3. In the Publishing Site Map dialog, if there are pages that you do not want to publish, click to clear the check boxes next to those pages, and then click Yes.

Publish the community site in Salesforce

Before community members can access the site, you have to publish the community in Salesforce. This sends out welcome emails to members of the community.

To publish the community in Salesforce

1. In Salesforce Setup, expand Customize.
2. Expand Communities, and then click All Communities.
3. Click Manage beside the community name.
4. In the panel on the left, select Administration.
5. Select Settings.
6. Click Activate Community.