Set up OrchestraCMS

OrchestraCMS System Administrators and Site Administrators can access OrchestraCMS setup options from the toolbar:

Clicking Setup on the user menu opens the Setup section. This section covers the various administrative functions that can be accessed from OrchestraCMS Setup.

Manage OrchestraCMS permission sets

OrchestraCMS contains over 50 objects that require permissions to be set up based on the users’ different roles. There are permissions required for VisualForce pages, classes, section, and the application.

The installation and upgrading processes and managing user permissions to OrchestraCMS components are simplified with the use of Salesforce permission sets.

• An OrchestraCMS upgrade to Winter 2018 automatically regenerates permission sets to insure that any new components are included. This happens at the first login to OrchestraCMS by the system administrator, or by clicking Configure on OrchestraCMS Installed Package in Salesforce Installed Packages.
• Using permission sets allows for more granular control of user permissions.
• Saving an OrchestraCMS profile automatically generates or updates the permission set for all users in the profile, based on the selected profile permissions, and applies those permissions to the relevant OrchestraCMS objects and pages.
• The permission sets are applied to users when they are added to an OrchestraCMS profile.

OrchestraCMS administrators can manage permission sets for each OrchestraCMS profile:

• The Available Permission Sets column contains additional permission sets that are available in the organization.
• The Applied Permission Sets column contains OrchestraCMS auto-generated permission sets and additional permission sets that are registered with the OrchestraCMS profile.
• The Add button adds additional permission sets that are available in the organization and assigns those permissions to OrchestraCMS users for this profile.
• The Remove button removes custom permission sets from the OrchestraCMS profile and from OrchestraCMS users for the profile. The OrchestraCMS-generated permission set for the current profile, and the OrchestraCMS Org Wide permission set cannot be removed.
• The Filter option makes it easy to identify permission sets.
  • The number of permission sets displayed in each list is limited to 25. A message, “Start typing to filter the list”, reminds you to use the filter to narrow down your results.

Auto-generate permission sets

We recommend that the system administrator select the Configure link on the OrchestraCMS Installed Package detail page.

This action will generate or refresh all permission sets for all OrchestraCMS profiles, and display the status of the OrchestraCMS Permission Generator.

Permission sets for all OrchestraCMS profiles are also updated when the system administrator logs in to OrchestraCMS (if they were not refreshed by a previous action).

To generate or refresh a permission set for a single profile, use the Save button on the OrchestraCMS profile.

Apply or re-apply permission sets to OrchestraCMS users

1. In OrchestraCMS Setup, under Site, click Profiles.
2. On the Profiles page, click Edit beside the profile that needs permissions re-applied.
3. On the Edit OrchestraCMS Profile page, click Manage Users.
   
4. On the Manage Users page, click Reapply Permissions. This will ensure that the OrchestraCMS auto-generated permission sets and any other registered permission sets have been assigned to all users assigned to this profile.
   • If permission sets have not been assigned to the user, they will show up in the Missing Permission Sets column.

Administrative Permissions

On OrchestraCMS upgrades to Spring 2015 and later, there are three new administrative permissions: Site Setup (which gives you the ability to add a site), Priority Levels, and Overture Section (in Setup, under Profiles). When you first upgrade to Winter 2018 from an earlier version of OrchestraCMS, you won’t see these check boxes displayed unless you first refresh licenses.

• In Setup, under Licenses, click Check Now.
• In Setup, under Profiles, you will see the new permissions.

Validate Permissions

The Validate Permissions function will generate ocms_SiteViewer permission if it doesn’t exist, or refresh it. Validate Permissions will also apply permissions to all active guest users.

Customize Priority Levels

OrchestraCMS System Administrator and Site Administrators can customize the priority levels and priority expiry durations to match how they want their dynamic content to be displayed.

Currently there are five predefined priority levels:

• 1 (Highest), 2, 3, 4 and None (Lowest).
• None (Lowest) is the default and applied to all content.

Administrators can create up to 99 priority levels, rename the current ones, change their ranking, and reorder the levels.

There are nine predefined expiry durations that can be applied to any priority level other than None.

• Administrators can create any number of expiry durations.
• Duration is expressed in hours or days.

To customize priority levels and priority expiry durations

1. In OrchestraCMS Setup, under Site, select Priority Levels.
   • Priority names, rank and expiry duration must be unique.
   • If priority levels and expiry durations are changed, the levels and durations on published content remain until a new version of the content  is created. Then the new priority levels can be applied.
2. Under Level Name and Rank, add, rename, delete or re-order levels and rank.
3. Under Quantity and Unit of Time, define units of expiry duration that can be applied to content or pages.

Manage access levels

If your organization has the OrchestraCMS Private Sharing feature license, the Manage Access Levels page is where you can enable and configure access levels.

Manage the OrchestraCMS Scheduler API

To enable the OrchestraCMS Scheduler API, a new remote site must be added to the remote access settings in Salesforce.

Enter your Salesforce password in the Password field, and then click Start Scheduler. Typically, you are not required to enter your security token.

If your organization has the OrchestraCMS Email Distribution feature license, you can also set up email schedules from the Schedules page.

Manage targets

If your organization has the OrchestraCMS Targeting feature license, the Manage Targets page is where you can define target criteria fields and create predefined and ad hoc targets.

Manage page templates

OrchestraCMS comes with some page templates available out of the box. Typically, you will have custom page templates created to match your brand. These need to be installed for users to be able to access them. OrchestraCMS automatically discovers page templates that are uploaded to Salesforce. Once the page templates have been discovered, they can be installed from OrchestraCMS Setup.

Install page templates to OrchestraCMS

1. In OrchestraCMS Setup, under Templates, click Page Templates.
2. Under Auto Discovered Pages, click Install next to the page template you want to install.
3. Set the following page properties to meet your requirements (none are required):
   • Label. The name of the page template that appears throughout the OrchestraCMS interface. If not specified, the label is set to the same as the Name field.  
   • Description. A description of the page template.  
   • Doc Type. Enter a DOCTYPE string to specify the page DOCTYPE. The DOCTYPE for OrchestraCMS pages (and all Visualforce pages) is stored as a string value. By default, the value is set to “html-4.01-transitional”, which results in the following DOCTYPE declaration: <!DOCTYPE HTML PUBLIC “-//W3C//DTD HTML 4.01 Transitional//EN”      “http://www.w3.org/TR/html4/loose.dtd”>
   • Page Caching Enabled. Selected by default to enable page caching for pages that use the template.
   • Disable OrchestraCMS Scripts. Select to disable the default OrchestraCMS scripts that run on a page. OrchestraCMS scripts should only be disabled if the page template developer requests it; doing this can cause many OrchestraCMS features to not function properly. Disabling OrchestraCMS scripts gives page template developers greater control over the page template behavior.  
   • Custom HTML Tag. Enter a custom opening <html> tag to include in the page template.
   • Custom Body Tag. Enter a custom opening <body> tag to include in page template.
4. Click Install.

You can uninstall page templates to make them unavailable to OrchestraCMS users as long as they are not currently in use. Once they are uninstalled, they will be moved back to the Auto Discovered Pages column.

Uninstall a page template from OrchestraCMS

1. In OrchestraCMS Setup, under Templates, click Page Templates.
2. Under Installed Page Templates, click Uninstall next to the page template you want to uninstall.

You can also change the properties of a page template from OrchestraCMS Setup.

Change the properties of a page template

1. In OrchestraCMS Setup, under Templates, click Page Templates.
2. Under Installed Page Templates, click Edit next to the page template that you want to modify.
3. Do one or more of the following:
   • Change the name that the page template is identified by in the Label box. This name appears throughout the OrchestraCMS interface.
   • Add or edit the description for the page template in the Description box.
   • Enter a DOCTYPE string in the Doc Type box to change the page DOCTYPE. The DOCTYPE for OrchestraCMS pages (and all Visualforce pages) is stored as a string value. By default, the value is set to “html-4.01-transitional”, which results in the following DOCTYPE declaration:<!DOCTYPE HTML PUBLIC “-//W3C//DTD HTML 4.01 Transitional//EN”       “http://www.w3.org/TR/html4/loose.dtd”>
   • Click to select or clear the Page Caching Enabled box to enable or disable page caching for pages that use the template.
   • Click to select or clear the Disable OrchestraCMS Scripts box to disable or enable the default OrchestraCMS scripts that run on a page. OrchestraCMS scripts should only be disabled if the page template developer requests it; doing this can cause many OrchestraCMS features to not function properly. Disabling OrchestraCMS scripts gives page template developers greater control over the page template behavior.  
   • Enter a custom opening <html> tag to include in the page template in the Custom HTML Tag box.
   • Enter a custom opening <body> tag to include in page template in the Custom Body Tag box.

For more information on DOCTYPE declarations, see the W3C list of recommended DOCTYPE declarations: http://www.w3.org/QA/2002/04/valid-dtd-list.html.

Manage content templates

All available content templates are provided with your installation of OrchestraCMS, with the exception of content templates included in OrchestraCMS Extensions and any custom content templates developed specifically for your organization. The content templates control the type of content that can be entered but not how it is styled. The style of the content is controlled by the CSS for your site or for the page template that the content is placed on.

Content templates that were developed specifically for your organization will appear in the content template list when they are added to your Salesforce organization. Content templates included in OrchestraCMS Extensions are automatically available after they are installed on the Manage Licenses screen.

A content template can be associated with a taxonomy using the Assign Taxonomies option. This can be useful when the template alters its rendering based on the tags applied to its content.

Create a custom content template

With the OrchestraCMS Content Template Creator, you can create custom “User-defined” content templates.

The custom templates are available in OrchestraCMS Setup under Content Templates. A button, New Content Template, opens the Content Template Creator so you can begin creating your new content template. Each template has an edit link that allows you to change different parts of the templates. You can choose a content template name, label, description and thumbnail.

To create a custom content template

1. In Setup, under Templates, select Content Templates.
2. On the Content Template page, to the right of “User-defined Content Templates”, click New.
3. On the Content Template Creator page, fill in the “Name”, “Label” and “Description” fields. (The “Description” field is optional but recommended.)
4. Once you type in a name for your new content template, the label field will automatically populate.

Create content template attributes

1. In Attributes and Editor Settings, fill in “Section Title”.
2. Under Type, in the dropdown menu, choose an attribute.
3. Under Attribute name, name the attribute.
4. Under Input Label, give the attribute a label.
5. Continue in the same way to create further new attribute sets.
6. Click Save.
   • To delete an attribute, click on the “X” beside the “Select” box.
   • To edit a content template, in Content Templates, under “User-defined Content Templates, click Edit beside the content template.
   • To delete a content template, click Edit on the content template and then select the Delete button near the top of the Content Template Creator page.
   • To create a new section, type a name in the “Section Title” box.
   • To delete a section, click the arrow at the right of the section pane and then click Delete Section.

Manage Markup

1. Under Markup, the attributes you have created will appear as buttons at the top of the markup text field.
2. Click on a button to insert the attribute in the markup text field.
3. To display the attribute ID, click the relevant buttons.

Add and reorder the sections in your content template

1. Click and hold the green bar at the top of a section.
2. Drag it up or down to the order you would like.
3. Click Save.