Workspace overview

When you log in, you will see the Home Area. The Home Area consists of the Header, the Menu Bar, the Asset Tree and the Workspace, currently occupied by the Dashboard. If you are responsible for more than one site, you will need to select the correct site in the drop-down menu area (circled).

Best Practices

Hint: You can access the dashboard from anywhere in the site by clicking "Home" in the Menu Bar.

Hint: As you search through the directories, notice that a more detailed file hierarchy is displayed on the right portion of the screen display.

Hint: If the Asset Tree is not visible, click on the small button at the top left of the page just below the Menu Bar to expand the left column and reveal the hidden Asset Tree.

Once you have selected a site to work with using the drop-down menu, the home page will look something like this:

An overview of the workspace including the dashboard.

The Header

The Header is always available at the top of Web CMS screen; it offers the following, depending on how you use the Web CMS:  

  1. Cascade Server logo: Brings the user to the main Dashboard page.
  2. Drop-down menu: See and select all the sites for which you have permission.
  3. Username: ID of the person currently signed into the Web CMS.
  4. Quick Links: Provides a menu of links to often used features.
  5. My Settings: Allows the current user to customize their user preferences.
  6. Help: A menu of help resources. DO NOT USE -- this is Hannon Hill resources. Please refer to our training documentation to assist you.
  7. Feedback: Access to the Hannon Hill idea exchange forum. DO NOT USE -- this feedback goes to Hannon Hill. We invite you to contact the Web CMS Service team at cmshelp@ucdavis.edu if you have questions, comments or problems.
  8. Log Out: Log out of the Web CMS

Regions of the Header and Menu bars

The Menu Bar

The Menu Bar is also available at the top of Web CMS screen; it offers the following depending on how you use the Web CMS:  

  1. Cascade Server icon: Get to Web CMS search, the publishing queue and preferences.
  2. Home: Returns you to the main Web CMS dashboard for the chosen site.
  3. New: Create site assets including new pages, files, external links and folders.
  4. History: View a list of the most recent actions.
  5. Search: Allows searching of and for assets in the site.

Administrators will see two extra options after the History menu:

  1. Tools: Available only to some user roles.
  2. Administration: Available only to users with administrative roles.

Below the Header and Menu, there are two panes, the Asset Tree (left pane) and the Workspace (right pane).

The Dashboard

The right pane of the screen, your Workspace, will display whatever you are working on. When you first login, the Workspace is populated with your Dashboard.

Detailed view of the workspace dashboard

The Dashboard offers a series of tabs and a customizable set of widgets as a quick heads-up display when you navigate to your site in the CMS. In some cases the widgets are redundant to the tabs, but you may consider them easier to find and work with.

Tabs offered:

  • Dashboard – brings you to the main dashboard screen
  • Messages – brings you to the screen that lists logged messages pertaining to publishing activities as a way to check for errors
  • Workflows – not used due to over-complexity and detailed maintenance
  • Locked Assets – from session to session, check to see if you’ve locked any of your assets, thereby preventing others from editing them or publishing them out
  • Drafts
  • Stale Content – a listing of assets “freshness” based on either default timeframe or by the timeframe you stipulate to determine if content is out of date and requires review
  • Recycle Bin – brings you to your deleted assets page. Users have a 15 day grace period in which to re-activate content before it is permanently deleted

Widgets that are not duplicated in the tab offerings above include:

  • Analytics: Pageviews – must have Google analytics configured on your site
  • Analytics: Unique Visitors – must have Google analytics configured on your site
  • History – a history of actions taken by you during this specific session in the CMS
  • New Content – Duplicates the “New | Site assets” menu offering
  • Content to Review – a list of content to review based on the Review Date you set in an asset’s Metadata section

Widget Cog icon

The cog icon appears in the right corner of each widget’s container. Use this to change its default settings. Each topic’s cog offers the following:

  • Content to Review – Content with a past review date or a review with the next [#days] days
  • Stale Content – Content last updated more then [#days] days ago, remove widget
  • Analytics: Pageviews  Interval [#select menu of timeframes], remove widget
  • Analytics: Unique Visitors – Interval [[#select menu of timeframes], remove widget
  • New Content, History, Messages, Drafts, Locked Assets, Workflows – remove widget

All of the widgets offered are optional and, using the cog icon in each widget’s container, you can remove it if you like. Two buttons allow you to:

  • Add Widget, or
  • Reset Dashboard (returns it to default view)

You can also drag ‘n’ drop the widgets into any order on the screen that is optimal for you.


The Asset Tree

The Asset Tree, located in the left side bar, displays the folder structure of your site. Clicking on the gray tab between the two sections can collapse the asset tree. If the arrow is red, you may click on it to display the Asset Tree.

Open tree tab

Example of the closed tree tab. Click on the red arrow to make the asset tree visible again.

The Asset Tree folder structure includes all of the assets that make a website: Web pages, folders, images, PDF's and other document files.

You will always see "Base Folder" at the top. Click on the name of a folder to expand it and view its contents. The site is made up of:

  • Folders: Every page on your site must live in a folder. Every folder must have a "home page" named index.
  • Pages: These are the actual Web pages that are displayed on your site.
  • Files/images: You can upload files and images to place on Web pages.

To access any of these components, click on the name. This will bring up the page or file in View mode.