This document assumes all Technical Services Web editors are currently using Dreamweaver MX.
- Open Dreamweaver MX.
- Click on Site in the menu bar.
- Click on New Site.
- A Site Definition for Unnamed Site window will appear. Choose the Basic or Advanced option.
Advanced Instructions
The Basic option opens a wizard interface that asks you questions to obtain the minimum information it needs to define your site. The Advanced option enables you to supply more information.
- Local Info Category
- Site Name: Name your site. Choose a name that has meaning to you and easily lets you know which site you are in. The Site name has no significance to anyone but you.
- Local Root Folder: This is the location of the files you will actually be working with - NOT the location of the files on the Web server, which are the Remote files. If you already have a folder for the Web files you will actually work on and know the path, you can type it in the box (e.g., C:\My Documents\My Webs\Department). Optionally, click on the folder icon to browse for the location.
- Check Refresh Local File List Automatically if that is your preference and you would prefer not to manually refresh the local file list.
- Default Images Folder: You may specify a default folder where you would like Dreamweaver to place images you add to your site. You may also leave this blank.
- HTTP Address: You may leave this blank or supply the address for your completed Web site so that the Link Checker can check absolute URLs.
- Cache: Default is to have Enable Cache checked. Recommendation is to leave this checked.
- Go on to Remote Info Category. Do NOT click on OK, yet.
- Remote Info Category
- Access: Choose Local/Network from the dropdown menu. More options should appear after you do so.
- Remote Folder: This is the location of the files on the Web server - NOT the location of the files you will actually be working with, which are the Local files. If you already have a drive mapped for the correct folder on the Web server and know what it is, you can type it in the box (e.g., E:\). Optionally, click on the folder icon to browse for the location. You should map a drive to the Web server folder you need to write to before Defining a Site. See below for instructions on mapping to Roo.
- Check Refresh Remote File List Automatically if that is your preference and you would prefer not to manually refresh the remote file list.
- Automatically upload files to server on save I strongly recommend leaving this option unchecked, especially if you have a tendency to periodically save your work before being completely finished with all your edits. You also may want to work on a new file over a period of days before making it available on the server.
- Check In/Out: Enable File Check In and Check Out should be checked. This is especially important if more than one person is responsible for pages on a site. Check Out prevents more than one person from opening a file at the same time. Check In will automatically upload your file(s) to the Web server. More options will appear after this is checked.
- Check Out Files when Opening: This option should be unchecked. Unchecking it will give you the option to either Check Out a file or only View it when you double-click on it in the Site Manager. For instance, if you would like to make a copy of a Template someone else is using and edit it for your own pages, double-click on the file in the Site Manager, choose to View it only, and choose Save As Template (.dwt) from the File menu. Unchecking this option also prevents you from accidentally editing someone else's files that you may want to open in order to copy code.
- Check Out Name: Input your name. It will be visible to other editors in the Site Manager window if they are working in the same Site. Your name appears in the Remote file list in the Checked Out By column.
- Email Address: Input your full email address. This enables someone to click on your name in the Checked Out By column and send you a message.
- Click on OK. It is not necessary to fill in information for any of the other categories.
Basic Instructions
The Basic option opens a wizard interface that asks you questions to obtain the minimum information it needs to define your site. The Advanced option enables you to supply more information.
- What would you like to name your site? Choose a name that has meaning to you and easily lets you know which site you are in. The Site name has no significance to anyone but you.
- Click Next.
- Do you want to work with a server technology, etc.? You probably want to choose No. If Yes, review the options and pick one from the menu.
- Click Next.
- How do you want to work with your files during development? Choose to Edit locally, then upload to remote testing server.
- Where on your computer do you want to store your files? This is the location of the files you will actually be working with - NOT the location of the files on the Web server, which are the Remote files. If you already have a folder for the Web files you will actually work on and know the path, you can type it in the box (e.g., C:\My Documents\My Webs\Department). Optionally, click on the folder icon to browse for the location.
- Click Next.
- How do you connect to your testing server? Choose Local/Network.
- Where do you copy your files to in order to test them? This is the location of the files on the Web server - NOT the location of the files you will actually be working with, which are the Local files. If you already have a drive mapped for the correct folder on the Web server and know what it is, you can type it in the box (e.g., E:\). Optionally, click on the folder icon to browse for the location. You should map a drive to the Web server folder you need to write to before Defining a Site. See below for instructions on mapping to Roo.
- Click Next.
- Do you want to enable checking in and checking out files, etc.? Choose Yes, enable check in and check out. More options appear.
- When you open a file that isn't checked out, should Dreamweaver check it out, or do you want to view a read-only copy? Choose I want to view a read-only copy. Choosing this option will enable you to either Check Out a file or only View it when you double-click on it in the Site Manager. For instance, if you would like to make a copy of a Template someone else is using and edit it for your own pages, double-click on the file in the Site Manager, choose to View it only, and choose Save As Template (.dwt) from the File menu. Choosing this option also prevents you from accidentally editing someone else's files that you may want to open in order to copy code.
- What is your name? Input your name. It will be visible to other editors in the Site Manager window if they are working in the same Site. Your name appears in the Remote file list in the Checked Out By column.
- What is your email address? Input your full email address. This enables someone to click on your name in the Checked Out By column and send you a message.
- Click Next.
- A Summary of the information you input appears. Review it. Click Back if you want to change anything, then return to the Summary window.
- Click Done.
Mapping to Roo
Roo is the name of the server where the Technical Services Web pages exist. It is recommended that you map to the top level/folder for your department prior to Defining a Site in Dreamweaver.
- Click on "Start"
- Click on "Run"
- In the box that popped up, enter: \\roo
- Click on OK or press Enter
- Wait a few(?) seconds. A window should open up that has "\\roo" in the blue title bar and that lists all the directories in roo.
For Mapping to Internet Files:
- Double click on web_public
For Mapping to Intranet Files:
- Double click on web_intranet
- Double click on tas (you may need to scroll down a bit)
- Double click on the appropriate department folder: cataloging for Cataloging or acquisitions for Acquisitions - I recommend you all map to this top level since you should have this as your top level when you create a Site in Dreamweaver for editing your department pages, even if you only edit team pages or other pages in a particular folder. You should not have nested sites in Dreamweaver (e.g., a site each for both Cataloging and Monographs)
- Copy the address in the Address bar
- Click on Tools in the Menu bar
- Click on Map Network Drive
- In the window that pops open, in the Drive: box, there will be a letter for a Drive that hasn't been mapped, yet, or which may actually be one that you have mapped to an invalid location. You can choose whichever letter you prefer as long as it is empty or pointing somewhere you previously mapped to yourself. In other words, if you used E: previously to map to the Internet catsweb or acq folder, you can choose E: again to correct the mapping. Use the drop down menu to find the letter you want to use and click on it.
- In the Folder: box, paste in the address you previously copied in Step 9
- Click on Finish
- If you chose a letter you had previously mapped, you will get the message: The device X: has a remembered connection to ... [old mapping] ... Do you wish to replace the current connection with ... [new mapping] ... Click on Yes, but do be sure to read what the message says in case you picked the wrong letter/mapping that you wanted to replace with the corrected mapping.
- Wait a few(?) seconds. A window will pop open listing the folders/files in your newly mapped drive. Close that window.
- The \\roo window should still be open with the address you copied earlier in the Address bar. If you have another drive to map, click on Back three times and you should be where you started.
- Go back to Step 6 and begin again from there. If you just finished mapping to the department Internet folder, double click on the department Intranet folder, and vice/versa.
- When you're finished, close up the \\roo window. If you open Windows Explorer, you should now see your newly mapped drives listed under My Computer.
Let me know if you run into any problems either (re-)mapping your drives or accessing your files in Dreamweaver.
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