Penn State University Libraries - Overview of CQ

After CQ has been started, you connect using your web browser.

1. To connect to CQ, navigate to your CQ instance using the URL supplied to you; for example http://training.libraries.psu.edu. (Training environment) or
   http://author.libraries.psu.edu (Production environment)
2. Click on the link for CMS Author.
3. Enter your user name and password to log in and click OK.
   Note that, in the Training environment, your userid should be used for both, while the Production environment requires your usual PSU WebAccess userid and password.
   
4. By default, CQ opens the welcome page.
5. Navigate to the appropriate window (see The CQ GUI) and start working in CQ.

Note: Please use Firefox 12 or Above or Internet Explorer 9 when authoring in the CMS.  Google Chrome and other Browsers are NOT supported.

Although each of the consoles has different options, how you work within CQ is essentially the same:

• Double-click to open items.
• Access items from the tree list. Click + to expand and - to collapse those items.
• Click the icons to access other consoles.
• Available commands are above the items.
• Logging in and out is handled in the upper right corner.
• Collapse the sidebar by clicking the arrow.
• Search for pages using the search box.

Unless all pages have been created for you in advance, before you can start creating content, you must create a page:

1. From the Websites tab, select the level at which you want to create a new page.
2. In the New... menu (click the arrow next to New...), select New Page.... The Create Page window opens.  (Clicking New... itself also acts as a shortcut to the New Page... option.)
3. In the Title field, select a title that is displayed to the user. 
   
4. In the Name field, select a name that is used to create the URL.  Since long urls can become difficult to remember and type, use the following guidelines for a Name:
   1. Short & descriptive. (10 characters or less.)
   2. All lowercase (a-z, 0-9).
   3. One word. No spaces. No underscores.
5. Click the template you want to use to create the new page. The template determines the most basic layout of a content page. (See Page Examples for available templates.)
   
6. Click Create to create the page. You return to the Websites tab where you can see an entry for the new page.  This provides information about the page (for example when it was last edited and by whom) which is updated as necessary.

You can open the page to be edited by one of several methods:

• From Websites tab, you can double-click the page title in either pane to open it for editing.
• From Websites tab, you can right-click the page item in the page list pane, then select Open from the menu.
• After you have opened a page, you can navigate to other pages within the site to edit them by clicking hyperlinks.

You can copy a page if you'd like to duplicate the structure of an existing page and subpages:

1. Within the Websites tab, navigate to the folder where your page is located and click to select the page.
2. Click Copy.
3. Within the Websites tab, navigate to the folder where you'd like the new page to reside.
   
4. Click Paste.  A copy of your page(s) will be pasted to this location.
   

The procedure to move or rename a page is the same. You do not need to do both: you can rename a page without moving it or vice versa.

To move or rename a page:

Note: Before moving or renaming a page, first deactivate the page.

1. From the Websites tab, click to select the page, then select Move.... (You can also select the page item, then right-click and select Move....) The Move window opens where you can either specify a new location, a new name for the page, or both.
2. Fill in the following fields, as appropriate:
   1. Move: Specify the page to be moved - this is usually filled in by default, depending on how and where you started the move action.
   2. to: Use the sitemap tree (available via the drop-down menu indicated by the magnifying glass icon) to select the location where the page should be moved to. If you are only renaming the page, ignore this field.
   3. Renameto: The current page name (the part that appears in the URL) displays by default. Specify the new page name, as needed.
3. Click Move. CQ confirms that you want to move or rename the current page. Click Move to confirm.

You can delete a page from various locations:

• Within the Websites tab, click to select the page, then right-click and select Delete from the resulting menu.
• Within Sidekick, use the Page actions tab to select Delete. This deletes the page that is currently open.

After you have selected to delete a page you must confirm the request, as the action cannot be undone.

Note: If the page has been published you can restore the latest (or a specific) version, but this may not have exactly the same content as your last version if further modifications had been made. (See How To Restore Pages for further details.)

A Find & Replace menu option allows you to search for, and replace multiple instances of a string, within a section of the website.

1. Select the root page, or folder, where you want the "Find and Replace" action to take place.
2. Select Tools then Find & Replace:
3. The Find & Replace dialog will:
   1. confirm the root path where the find action should start
   2. define the term to be found
   3. define the term that should replace it
   4. indicate whether the search should be case-sensitive
   5. whether only whole words should be found (otherwise substrings will also be found)
4. Clicking Preview will list where the term has been found. You can select / deselect specific instances to be replaced.
5. Click Replace to actually replace all instances. You will be asked to confirm the action.

This section describes how to publish pages in CQ. To publish a page, you activate its contents. Conversely, to remove a page from publication, you deactivate its contents.

When you are working on pages that you are modifying, you can lock the pages so other users cannot make changes or accidentally activate the content. In addition, you preview a page before publishing by selecting Preview Mode in the Sidekick.

To schedule your activation for a later time:

1. In the Websites console window, go to the Activate menu, and select Activate later.
2. In the dialog that opens you provide the date and time for activation and click OK. This creates a version of the page that is activated at the specified time.

Activating later starts a workflow to activate this version of the page at the specified time. Conversely, deactivating later starts a workflow to deactivate this version of the page at a specific time.

To remove a page from the publish environment, you deactivate the content.

To deactivate a page:

1. In the Websites console, select the page(s) that you want to deactivate.
2. Select Deactivate, either from the top menu, or the popup menu that appears after right clicking on a selected page item. You are asked to confirm the deletion.
3. Refresh the Website console and the content is no longer published.

Note: Deactivating a page will also automatically deactivate any subpages beneath it.

To schedule your deactivation for a later time:

1. In the Websites console, go to the Deactivate menu, and select Deactivate later.
2. In the dialog that opens you provide the date and time for deactivation and click OK.

Deactivating later starts a workflow to deactivate this version of the page at a specific time.

To lock a page that you are working on so no one can modify the contents or activate it:

1. In the Websites console window, select the page that you want to lock.
2. Double-click the page to open it for editing.
3. In the Page tab of the Sidekick, select Lock Page.  A message shows that your page is locked to other users: Page successfully locked. CQ displays the page as locked and indicates which user has locked the page.
   

You can only unlock locked pages if you locked the page or if you have administrator privileges.

To unlock a page:

1. In the Websites console, select the page you want to unlock.
2. Double-click the page to open it for editing.
3. In the Page tab of the Sidekick, select Unlock Page.
   

This page is automatically created for you. Do not delete your staff directory page.  If there is an error with your staff directory page, you will need to make the correction in LDAP or contact Libraries Human Resources.

Note: You must have staff directory link on you home page in the left navigation under "Contact".  When you edit the home page of your Website, do not delete the link to the staff directory.

The new CMS now has the ability to display specific campus information according to the user’s location or by choosing a campus location.  Campus sites have the option to provide information local to the campus by including the following pages:

• About
• Hours
• Departments
• News and Events
• Community
• Information and Services

Note: Your migration assistant will work with you on how to edit these campus-specific features of your site.