Navigating the OrchestraCMS interface

The Manage Site tab

The first section you will see when you open OrchestraCMS is Manage Site. This is the default section that gives you access to other main OrchestraCMS sections: Overture, Content, Pages, Media, Tasks, and Approvals.

Collapsible sidebar and folders

Users working with smaller screens can collapse what they don't currently need so they have more room to work.

Navigational icons

Within the Manage Site section there are icons, or symbols. When you hover over an icon, it becomes green and displays the name of the section. When you click on one of the icons, it displays your list of items in that section.

These are the navigational icons:

And this is what they mean:

Actions panel

The Actions panel is available on the left for Overture, Content, Pages, Media and Tasks. This is the place where you will look for many functions having to do with items listed within the section you have selected.

Filters panel

The Filters panel is available on the left side of the Content, Pages, and Media sections.

• The Filters panel, paired with the Actions panel, contains a search box that helps you to find a particular item listed within the section. You can filter between dates here...
  

• ...or, in your Content, Pages or Media list, you can filter between two dates so you can see what was published in a single month or year.
  

To change the number of items displayed on a page

• In the bottom left corner of the list in the Content, Pages, Media and Tasks sectionss, click Display x records per page, and select the preferred option from the list. You can choose to display 25, 50, 100, 150 or 200 records per page.

Manage Site Sidebar

The Manage Site sidebar is a collapsible panel between the Actions/Filters panel and the Manage Site section. You can create and manage a hierarchical site folder structure, share folders, manage the sitemap, manage media library folders, and preview certain kinds of media. The sidebar also includes the Site Folder Organization system.

Site Folder Organization system

There is a section within the Manage Site Sidebar for folders. You can create and manage a hierarchical site folder structure for Content, Pages, Media, Tasks and Approvals, where you can share folders, manage the sitemap, manage media library folders, and preview certain kinds of media.

The sidebar uses the same styling and functionality as all other folder tree structures in OrchestraCMS.

You can Create, Rename, or Delete a folder; you can also add any Content, Pages, and Media into your site folders by simply dragging them from the Manage Site list.

Folder management options are enabled by default on the System Administrator profile only, along with Create, Edit, and Delete. The System Administrator can enable these options for other profiles.

Site Map mode

In the Manage Site sidebar, you can toggle the option to view and edit your Site Map.

The Overture section

The Overture section is the first section you’ll see within the Manage Site tab. OrchestraCMS users can see their most recently-used content, pages, media, site-specific help and tips, and helpful links. You can access settings for Overture in the Overture Actions panel.

This section is customizable by the OrchestraCMS system administrator and site administrator. Depending on permissions, users can create new content and pages and upload directly to the Media Library from Overture.

Overture comes pre-configured, but it can be customized for each OrchestraCMS profile. Users can also be given permission to customize their personal Overture section, showing and hiding and reordering as they wish. User changes are retained from one session to the next.

The Overture section, by default, includes:

• A message area
• Recently used content
• Recently used pages
• Recently used media
• Site-specific Help and Advice area (in the Actions panel).

As OrchestraCMS System Administrator or Site Administrator, you can:

• Rename the Overture section and choose a different icon to represent it
• Set a message to all OrchestraCMS users or just a specific profile
• Add instructional text
• Set the default Overture section layout for each OrchestraCMS profile
• Configure the Overture section differently for each OrchestraCMS profile by including or excluding components
• Control how much users in each OrchestraCMS profile can customize their Overture sections

OrchestraCMS users can:

• Open recently used pages and content
• Upload media to a folder in a media library, if they have permission to upload
• Pin frequently used items to the top of the recently used lists so they can be quickly found again
• Control the number of recently used items displayed in each list
• Show and hide lists to suit their working style
• Show and hide additional metadata columns in lists
• Close and reopen the Overture section
• Re-arrange lists
• Dismiss the message area to free up workspace in the Overture section
• Create new content and pages directly from the Overture section, if they have permission to do so

To manage the Overture section

1. In OrchestraCMS Setup, click Overture.
2. Optionally, you can give the section a different name.
3. Under Profile-Specific Settings, determine what a user in each profile can see and edit on the Overture section.
4. Optionally, under Title, give a heading to your Broadcast Message.
5. In the Message Body box, write the message that should appear. Choose which check boxes to select:
   • Display on Overture section
   • Allow the user to hide/show Message Area
   • Display this message to all profiles and users.
6. Under Recent Lists Settings, you have the option to select “Users can reorder lists in this panel”.
7. Select check boxes under “Recent Content List”, “Recent Pages List” and “Recent Media List” to determine how each will be displayed or used.
8. In the Help and Advice Text Area and Content Area, in the Title box, name this section. Select the check boxes to determine how this area will be displayed or used.
9. For Content Preview, click Add, and choose the published content you’d like to add. (The content must first be published.)
10. Optionally, in Help and Advice Content Preview, click Remove to remove content.
11. Click Save.

The Content section

All content is accessible from the Content section. You can filter the Content section list by name, status, content type, start date, and expiry date.

In the Content Actions panel on the left, you can do the following:

The Pages section

When you want to create or work with a page or pages, the Pages section provides you with the functionality you need. You can arrange your pages by folder in a side panel; when you choose one of the folders, such as Unmapped Pages, a list of the pages you have created in that folder appears. You can filter that list by Version, Name, Status, Start Date, Expiry Date, Tags, Modified By, and Description.

When you are working with pages, the Actions panel on the left enables you to do the following:

The Media section

The Media section contains a list of your media files, organized by library, in Salesforce, Amazon and Google libraries. You can filter the list by Name, Modified, Modified By, Size, and Type.

When you are working with Media, the Actions panel on the left enables you to do the following:

For more information on how to use the Media Section and managing media libraries in OrchestraCMS, please see OrchestraCMS Manage Media Libraries.

Tasks and Approvals sections

If you have an Approval Process license and it is enabled in your org, you will be able to access two other sections, Tasks and Approvals.

When you are working with Tasks and Approvals, the Actions panel on the left enables you to do the following: