Stories

1. Overview
2. Add
3. Edit
3.1 Select Story
3.2 Mass Actions
3.3 Position
3.4 Edit Content
3.5 Copy
3.6 Translate
3.7 Versions
3.8 Metadata
3.9 Crosslinks
3.10 Statistic
3.11 Delete
4. Check & Approve
5. Standard Settings
6. Frontpages
6.1 Assign
6.2 Delete
7. Crosslinks
8. Story Templates
8.1 Add
8.2 Edit
8.3 Delete
9. Story Types
9.1 Add
9.2 Edit
9.3 Delete
10. Story Export
10.1 HTML Export
10.2 PDF Export
10.3 Standard Template
10.4 File Templates
10.5 Add Template
11. Global Search & Replace
12. Automatic Notification
12.1 Overview
12.2 Recipients
13. Metadata
13.1 Add
13.2 Edit
13.3 Delete
13.4 Main Settings


With the SITEFORUM Story Management you can assign stories in multiple languages to single menus. These stories can be assigned to a unique Design and Layout based on design templates (so called Story Templates). It is also possible to place time-sensitive stories. The content of the stories can be made accessible to particular user groups.

TIP: Take a look at the animated video manuals matching to this topic.

1. Overview

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left below Stories click Overview.
. You now have different options to select a story to view or edit it: For details and further procedure please see 3. Edit.

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2. Add

To create a new story you must be logged in as "Portal Master" or "Content Manager."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > stories.
  3. Click Add story in the navigation on the left below Stories.
The first out of six steps opens up, the template selection:

1. Templates

You get a list of design templates, which are the patterns according to how the new story will be displayed later.
  1. Choose the desired design template.
  2. Click on the thumbnail.
You get to the second step, Text and Details.
Note: You can edit existing templates or create new ones, q.v. 8. Story Templates.

SITEFORUM Story Manager

2. Text + Details

Area: Content Note: This step can individually lokk different, which in dependent on the template. The template might provide different fields than the given ones.
  1. Enter in the field Story Name, Title the name of your story.
    Below the story name you find the StoryID.
Area: Short Description
  1. Enter in the field Short Description a short description that should be no longer than 1,000 letters (approximately 10 sentences).
    Note: Please do not use any HTML here. Plaint text only.
Area: Long Description
  1. Enter in the field Long Description the complete text of your story.
    Advice: Format the text via the WYSIWYG editor, if you do not know any HTML. By clicking the Button Source Code of the WYSIWYG editor you get directly to the HTML source code where you can edit the HTML. Per default you work with the "FCK editor", but the other editors are available, too. Please see Tools & Administration > Design & Layout > General Settings to switch to another editor.
  2. If required insert placeholders: <a href="$placeholder:0123456789">linkname</a>.
    WARNING: You can use the placeholders only in the HTML source code. Substitute [abcID] with the particular ID including the brackets!
    Note: With the placeholders
    • $designation - Salutation (Mr., Mrs.)
    • $firstname - Christian name
    • $lastname - Surname
    you can personalise your content for registered users in the HTML source code. The corresponding data are readout of the users data base and placed automatically.
  3. With the Link Generator you can link to other elements like images, documents, forums, forms, external websites, etc. without using any placeholders.
    1. Click the button Link Generator.
      A new window opens.
    2. From the selection box Select Link Type choose the type of the desired link, r.g. Link to document.
    3. If you want to go back click the button Other selection.
    4. From the next selection box choose the corresponding element, here the folder.
    5. Depending on the chosen link type you may get a third selection box, in this case the file.
    6. Enter in the field Name of link the name of the link.
    7. Click the button Create.
    8. Click the link [Copy to long description] or copy the created link and insert it directly in the HTML source code.
    9. Click the button Close to close the Link Generator.
Area: Images
  1. Click in the are Images the button Select to upload the image you want to place in the story.
    The SITEFORUM File functionality opens up.
    • If the desired image was uploaded to the file function already, then choose it from the corresponding folder.
    • Is the file still on your local hard drive or system, then
      1. click the button Browse.
      A second window opens up.
      2. Select and mark the chosen the file.
      3. Click the button Open.
      The second window closes.
      4. Choose, in which size the image should be uploaded (Resize image to 100 px, standard size of 250 px, original width).
      5. Click the button Upload in the file function.
      The first window closes.
    • The file is shown in the field Image URL.
      Advice: Please use images only with the file endings *.jpg, *.gif and *.png. For further information, q.v. Support Tools & Administration > Files.
Area: Options
  1. If required choose from the selection box Story type the story type to classify the story.
  2. From the selection box Preferred Language choose the language in which your story should appear.
  3. Activate the option User History to make a note in contact history when the story has been viewed.
  4. Activate the option Forwarding to provide a link to forward the story via email.
  5. Activate the option Print to provide a link to print the story.
  6. Activate the option Rating, if registrated users should be able to rate stories.
  7. Activate the option Comment, if registrated users should be able to comment stories.
  8. Click the button Next step when ready.
Advice: You can preselect these options so they are already activated or deactivated while creating a story, q.v. 5. Standard Settings

3. User Groups

Area: User Groups
  1. Select the box(es) of the desired user group(s).
    Select the box Select all to select all user groups at once.
    Guest: These are all anonymous visitors, who are not registered.
    Regular: These are all users with a login.
Area: Owner/Authors
  1. From the selection box Owner select the owner of the story.
  2. If required enter in the field(s) Author(s) the author(s) of the story.
Area: Options
  1. Activate the option Forum to create a discussion forum.
    Enter in the field Name the name for the forum.
  2. Activate the option Subscription to send an email about the new story to all subscribers.
  1. Click the button Next Step when ready.
You get to the fourth step, the menus.

4. Menus

Select the menu in which the story shell appear.
  1. Select the box(es) of the desired menu(s).
    Note: Every story can be placed and shown in several menus.
  2. Click the button Next Step when ready.
You get to the fifth step, the schedule.

5. Schedule

Select the time frame in which the story shell appear.
    In the column Menu you see all menus in which the stroy is assigned.
  1. Select from the column Start Date via the selection boxes Month, Day and Year the start date.
  2. If required, select from the column Start Date via the selection boxes Hour and Minute the time.
  3. Select from the column Expiration Date via the selection boxes Month, Day and Year the expiration date.
    Advice: By selecting "9999" for the year, the story will never expire.
  4. If required select from the column Expiration Date via the selection boxes Hour and Minute the time.
  5. Activate the option Lead Story to make a story the lead story. A lead story can be defined for every menu and will be shown first on the menu. When the menu is displayed the lead story will be shown in its entirety.
  6. Repeat the steps 1 to 5 if you want to place the story in several menus.
  7. Select in the area Date from the selection boxes a Reference Date to setup a date independently from the menu assignements.
  8. Click the button Next Step when ready.
You get to the last step, the summary.

6. Summary

All entries are listed so you can check the settings you have done. After saving the story you get an overview with which you can edit the story and the menu again. TOP

3. Edit

Please log in as "Portal Master," "Content Manager" or "Editor."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left below Stories click Overview.
You have several possibilities to select a desired story.

3.1 Select Story

Click the tab with which you want to display the story/stories.

Menus
  1. Select from the selection box the menu or submenu in which the desired story is placed.
  2. Click the button Display.
Search
  1. Enter in the field Story Name a part or the whole name of the story.
  2. Click the button Display.
Editors
  1. Select from the selection box the editor who posted the desired story.
  2. Click the button Display.
Timeframe
  1. Select from the first selection box the type of date.
  2. Select in the area Start Date from the selection boxes Month, Day and Year the start of the story.
  3. Select in the area Expiration Date from the selection boxes Month, Day and Year the end of the story.
  4. Click the button Display.
Story Template
  1. Select from the selection box the template on which the story is based.
  2. Click the button Display.
After you have chosen a selection you get the following table:
SITEFORUM Story Manager

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3.2 Mass Actions

You can choose among the following mass actions: To make a mass operation please do the following:
  1. Activate the options in the column ahead of the desired stories.
  2. From the selection box Mass actions for selected stories select the desired mass action.
  3. Click the button Next.
  4. Now choose the user group, the expiration date or the new menu.
  5. Click the button Save when ready.
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3.3 Position

To sort/change the order of the stories in a menu,
  1. select the corresponding menu,
  2. click in the overview in the column Position the appropriate arrows.
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3.4 Edit Content

  1. Select the story.
  2. Click in the overview either the Story Name or in the column Actions the icon Edit.
You get to step 2 of the editing mode, text + details, q.v. 2. Text + Details.

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3.5 Copy

  1. Select the story.
  2. Click in the overview in the column Actions the icon Copy.
A copy of the story opens up and can be used as a text template. Edit the copy as desired, q.v. 2. Add.

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3.6 Translate

WARNING: You do not have the possibility to get your content automatically translated into another language. With SITEFORUM you just have the opportunity to put the already translated content to the right place.
  1. Select the corresponding menu.
  2. Click in the overview in the column Actions the icon Translate.

  3. The following list appears:
  4. Click the button Translate of the desired language.
  5. Activate the option Active.
  6. Enter in the field Story Name the translation of the story name.
  7. Enter in the field Short Description the translation of the short description.
  8. Enter in the field Long Description the complete translation of your story.
    Advice: Format the text via the WYSIWYG editor, if you do not know any HTML. By clicking the Button Source code of the WYSIWYG editor you get directly to the HTML source code where you can edit the HTML. Here you find further information about WYSIWYG editors in SITEFORUM.
  9. Click the button Save when ready.
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3.7 Versions

  1. Select the story.
  2. Click in the overview in the column Actions the icon Versions.

  3. You get to the following table:
To set an older version active please do the following:
  1. Select the desired story by clicking the icon Details.
  2. Click the button Set Active below the story.
The chosen version is then saved as active.

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3.8 Metadata

  1. Select the story.
  2. Click in the overview in the column Actions the icon Metadata.
    Standardized metadata are provided in the input fields, which you can modify individually.
  3. Modify the desired fields.
  4. Click the button Save when ready.
Advice: You can adjust the settings in the chapter 13. Metadata, q.v. 13. Metadata.

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3.9 Crosslinks

Here you can create crosslinks between stories, which will be displayed below the story. You could use crosslinks to refer a viewer of a story to another interesting story with a similar subject. By clicking the link the crosslinked story is opened. The crosslink can be created without having to edit a story.
  1. Select a story to link from.
  2. Click in the overview in the column Actions the icon Crosslink.
  3. Select in the lower area from the selection box 1. Menu the menu in which the story you want to link to is placed.
  4. Click the button Next.
  5. Select from the selection box 2. Story the story you want to link to.
  6. Activate the option Backlink to add a backlink from the story.
  7. Click the button Add.
    The new crosslink is listed below the selection box.
If required repeat this process.
If you want to delete a crosslink, click the icon Delete and confirm the erasing procedure by clicking the button OK.

Note: As "Content Manager" or "Portal Master" q.v. 7. Crosslinks.

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3.10 Statistic

  1. Select the story.
  2. Click in the overview in the column Actions the icon Statistic.
    All accesses per year are displayed.
  3. Click the desired year.
    All accesses per month are displayed.
    Above the listed months you can view the former or next year by clicking the arrows.
  4. Click the desired month.
    All accesses per day are displayed.
    Above the listed days you can view the former or next month by clicking the arrows.
  5. Click a day.
    All the users who read the story on that day are displayed.
    Above the listed users you can view the former or next day by clicking the arrows.
Note: Not registered visitors are listed with "Guest."

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3.11 Delete

  1. Select the story.
  2. Click in the overview in the column Actions the icon Delete.
  3. Confirm the erasing procedure by clicking the button OK.
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4. Check & Approve

As a controller you can view, approve or decline stories, which are in the workflow.
Note: To make administrative settings concerning the workflow (like assigning editors to menus or to workflow types), q.v. Support End User > Website & CMS > Workflows.

Please log in your portal.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left below Stories click Check & Approve .
If at least one story is already in the workflow you get the following overview: To publish a story you have to approve it, to correct the story you have to decline it:
  1. In the overview in the column Edit click the button Checking to view the corresponding story.
    You can now read the story and all preferences.
  2. Use the field Comment for sending notes to the editor.
  3. Click the button
    • Approve it you want to publish the story right away.
    • Decline to send the story back to the editor.
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5. Standard Settings

In this section you can set preselections to optimise the process of creating stories. Every option you activate in here is already activated while writing a new story.

Please log in as "Portal Master" or "Content Manager."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left below Settings click Standard Settings.
Preselection Settings

If required make the following settings: Click the button Save when ready.

UGC (User Generated Content)

If required make the following settings: Click the button Save when ready.

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6. Frontpages

Here you assign certain stories to the frontpage of your portal or of an application.

You can assign frontpage stories to the following applications: Log in as "Portal Master" or "Content Manager."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left below Settings click Frontpages.
You get to the following overview: TOP

6.1 Assign

Note: The story has to exist already and has to be placed in a menu! You cannot create a story here.
  1. Choose the application for which you want to set up a frontpage.
  2. Click the icon Assign.
  3. Select from the selection box 1. Menu the menu in which the story is placed.
  4. Click the button Next.
  5. Select from the selection box 2. Story the story you want to set up as the frontpage.
  6. Click the button Save.
In the overview the assigned story gets displayed.

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6.2 Delete

  1. Choose the story you want to delete from the frontpage.
  2. Click the icon Delete.
  3. Confirm the erasing procedure by clicking the button OK.
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7. Crosslinks

Here you get an overview of all existing crosslinks in your portal.

Please log in as "Portal Master" or "Content Manager."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left below Settings click Crosslinks .
You get the following table: To create, edit or delete crosslinks, q.v 3.9 Crosslinks.

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8. Story Templates

Story Templates define the layout of stories and prescribe the positions of texts, images and headline.
Note: To edit existing templates or to add new ones you need to know HTML.

Please log in as "Content Manager" or "Portal Master."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left below Settings click Story Templates .
You get the following overview:

8.1 Add

  1. Click the tab Add.
  2. Enter in the area Source Code the HTML or CSS code, which defines the template.
  3. In the area Available placeholders below you find by clicking the icon Details all placeholders, which are available here.
  4. Enter in the field Name a name for the template.
  5. Enter in the field Description a description like the attributes of the template.
  6. If required upload in the area Image an image, which is displayed in the overview as Preview.
  7. If required use the fields Variable Fields to offer further, individual fields in the template, like date, author or others.
  8. If required choose in the are Metadata Form from the selection box a form, whose fields are displayed in the template.
    Note: The placeholders, which are generated from the form, are available after saving the template.
  9. Click the button Save when ready.
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8.2 Edit

  1. Choose the template which you want to edit.
  2. Click the icon Edit.
  3. Edit the template as desired, q.v. 8.1 Add.
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8.3 Delete

  1. Choose the template which you want to delete.
  2. Click the icon Delete.
  3. Confirm the deleting process by clicking the button OK.
Note: A template cannot be deleted if at least one story is based on that template.

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9. Story Types

With story types you can classify your stories and display them according to different subjects.

Please log in as "Content Manager" or "Portal Master."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left, below Preferences click Story Types.
You get to all existing story types: Note: The story type "Standard" is for all not assigned stories, you can't delete this type.

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9.1 Add

  1. Click the tab Add.
  2. Enter in the field Name a name for the type.
  3. In the area Icon click the link Select icon to upload the icon.
    The sile systems opens up.
    • If the desired icon was uploaded to the file system already, then select it from the corresponding folder.
    • If the file is still located on your system then
      1. click the button Browse.
      Another window opens up.
      2. Choose the desired file.
      3. Click the button Open in the second window.
      The second window closes.
      4. Click the button Upload in the file system.
    • The file is shown in the field.
  4. Click the button Save when ready.
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9.2 Edit

  1. Click the tab Overview.
  2. Choose the story type you want to edit.
  3. Click the icon Edit.
  4. Edit the icon as desired, q.v. 9.1 Add.
  5. Click the button Save when ready.
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9.3 Delete

  1. Click the tab Overview.
  2. Choose the story type you want to delete.
  3. Click the icon Delete.
  4. Confirm the erasing procedure by clicking the button OK.
Note: The story type "Standard" is for all not assigned stories, you can't delete this type.

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10. Story Export

With these preferences you can export any story or a particular menu and then download them as .html or .pdf files. After exporting you can print out the stories or save them and send them as .pdf file attachments.

To export stories you must be logged in as "Portal Master" or "Content Manager."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. Click Story export in the navigation on the left below Preferences.
The HTML story export opens up. With the tabs above you can select the different exports.

10.1 HTML Export

  1. From the selection box Menu(s) select the menu you want to export.
  2. From the selection box Preferred Language select the language in which the stories should be exported as far as the stories exist in several languages.
  3. Activate the option Table of Contents if a table of contents should be generated.
  4. Activate the option Topic numbering in order to number individual subjects.
  5. Activate the option "TOP" links if a link to the top of each document should be placed at the end of each document.
  6. Activate the option Uppercase headlines if headlines should only be shown in capital letters.
  7. Activate the option Menu headlines if menu headline should be shown and displayed.
  8. Activate the option Pagebreak <h1> to show and print every main story on a new page (in the HTML source code formatted with the tag <h1>).
  9. Activate the option Pagebreak <h2> to show and print every story on a new page (in the HTML source code formatted with the tag <h2>).
  10. Activate in the area Download or Print either the option
    • print the exported stories to print the story(s) after the export or
    • download a portal_stories.html file to download the story(s) after the export as .html file.
  11. Click the button Export when ready.
Did you activate the option print the exported stories in the area Download or Print, then the chosen content opens up in a print format. A print window opens up as well so you can print your story(s).

Did you activate the option download a portal_stories.html file in the area Download or Print, then you get a link with which you can download, save or open the content.

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10.2 PDF Export

  1. From the selection box Template select a template on which the menu is based.
  2. From the selection box Menu(s) select the menu you want to export.
  3. From the selection box Preferred Language select the language in which the stories should be exported as far as the stories exist in several languages.
  4. Activate the option Table of Contents if a table of contents should be generated.
  5. Activate the option Topic numbering in order to number individual subjects.
  6. Activate the option Uppercase headlines if headlines should only be shown in capital letters.
  7. Activate the option Menu headlines if menu headline should be shown and displayed.
  8. Activate the option Pagebreak <h1> to show and print every main story on a new page (in the HTML source code formatted with the tag <h1>).
  9. Activate the option Pagebreak <h2> to show and print every story on a new page (in the HTML source code formatted with the tag <h2>).
  10. Click the button Export when ready.
By clicking the upcoming link you can download, save or open your .pdf file.

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10.3 Standard Template

Here you can adjust your template individually.

WARNING: You need to know HTML.
  1. Enter in the field HTML Header all information you think is important.
  2. Enter in the field First Page all important information for the first page.
  3. Enter in the field HTML Footer all information for a footer.
  4. Click the button Save when ready.
You can also use the "Code Specials" for additional options.

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10.4 File Templates

As far as file templates exist already you get an overview: TOP

10.5 Add Template

WARNING: You need to know HTML.
  1. Enter in the field File Name the name of your template.
  2. Enter in the field HTML Content the content.
  3. Click the button Save when ready.
You can also use the "Code Specials" for additional options.

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11. Global Search & Replace

Here you can search for a search term. All stories that contain this search term will be displayed. You can also search for terms and replace them with other terms.

Please log in as "Portal Master" or "Content Manager."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left below Settings click Global Search & Replace.
Search after terms
  1. Enter in the field Search String the term you are looking for.
  2. Activate either the option
    • Story Name to search only in the title of the story or
    • Short Description to search only in the short description or
    • Long Description to search only in the long description.
  3. Click the button Search.
In the table below all stories which contain the term are listed: Replace certain terms
  1. Enter in the field Search String the term to replace.
  2. Enter in the field Replace String the new term.
  3. Activate either the option
    • Story Name to search only in the title of the story or
    • Short Description to search only in the short description or
    • Long Description to search only in the long description.
  4. Click the button Search and replace.
All stories in which the term was found are updated.
Note: With the version management you can undo this process.

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12. Automatic Notification

Here you define subscriptions of users of your portal. If a new story is published in one menus the users automatically get a subscription email.

Log in as "Portal Master" or "Content Manager."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left below Settings click Automatic Notification.
    All menus are listed.
  4. Activate the menus for which you want to subscribe the users.
  5. Click the button Save when ready.
All users who are a part of the user group of that menu get the subscription.

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12.1 Overview

In the overview you can see which user got which subscription and also how many subscriptions are available for the next delivery. Furthermore you see the number of sent subscriptions and the ones available for the next delivery.

By clicking # Users you can see, For details q.v. 12.2 Recipients.

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12.2 Recipients



Here you can see which user got how many subscriptions with which content.
You get the following table: To view subscription details click either TOP

13. Metadata

Note: With metadata a story can be categorized, described and therefore made more easy to find. With the help of these meta tags, language, author, company and key words can be denoted in HTML pages in such a way that they will be recognized by search engines.

In this area you manage the metadata for stories, independent of search engine optimization. PLease log in as "Portal Master" or "Content Manager."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Website & CMS > Stories.
  3. In the navigation on the left below Metadata click CMS Metadata.
All existing metadata are listed: Advice: There are standard metadata, which cannot be edited or deleted.

13.1 Add

  1. In the navigation on the left below Metadata click Add or alternatively the tab.
  2. Enter in the field Name the name for the metadata.
  3. Enter in the field Standard Value the desired entry.
  4. Click the button Save when ready.
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13.2 Edit

  1. Select the metadata you want to edit.
  2. Click the icon Edit.
  3. Enter in the field Name a new name.
  4. Enter in the field Standard Value new or additional keywords.
  5. From the selection box Active choose if the metadata should be active or not; Yes = acive, No = inactive.
  6. From the selection box Mandatory Field choose if the corresponding field is obligatory.
  7. Click the button Save when ready.
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13.3 Delete

  1. Select the metadata you want to delete.
  2. Click the icon Delete.
  3. Confirm the erasing procedure by clicking the button OK.
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13.4 Main Settings

In this section you manage general company data. With the help of these data you describe information better in such a way that they will be recognized by search engines. You should fill the fields completely with details of your company.
  1. Enter in the field Publisher the publisher of the website.
  2. Enter in the field Creator the creator of the website.
  3. Enter in the field URL the URL of the website.
  4. Enter in the field Description an appropriate general description of your company.
  5. Enter in the field Keywords appropriate general keywords of your company.
  6. Enter in the field Time slice the time slice in which frequence the search engine comes by.
    Advice: The value is not obligatory for search engines.
  7. Click the button Save when ready.
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