What would you like to EDIT in your Cascade site?

Western Events Calendar Feed - create a feed to be added to your website's homepage.

1. Copy the url of the xml Calendar feed for your unit. To do so:

  • Go to the Event Calendar homepage of your unit (e.g. http://www.events.westernu.ca/events/your-unit/)
  • Locate and click on the RSS feed button next to the title of the calendar.
  • Copy the URL of the RSS feed.

2. Once you have the url, create a jira ticket in the Web project requesting a block and format be created for this feed.  

You need to indicate how many events you want to appear on the page as well as where you want the feed to go. You have 4 choices:

  • in the centre of your index page in the left column
  • in the centre of your index page in the right column
  • in the centre of your index page full column width
  • in the right sidebar of your index page

If you require help creating this jira ticket, please see Get More Help.

3. WTS will create the block and format and put them in the appropriate place on your page.  Once the page has been set up you will need to republish it on a daily basis to ensure that your calendar feed stays current.

Pages - edit the basic content on any page on your site.

1. Select the page that you would like to edit:

2. The page is now in View mode.  Click on the Edit tab to begin editing.

3. The html editor toolbar will appear:

4. Use the WYSIWYG Editor Toolbar to make any changes or just type in your text in the space provided.

Editing Tip #1: If you are finding that the editor is too small to see all of the changes that you are trying to make, click Fullscreen button to make the editor full screen (it is located at the end of the second row of icons and is an icon of 4 arrows going in different directions).

Editing Tip #2: If you are familiar with HTML, you can click Source code button to view and edit the HTML directly without using the Editor (it is located to the left of the Fullscreen button and is an icon of the less than and greater than symbols facing each other).

5. Click the Save & Preview button.  You will then be able to see how the changes you made look.  Click Submit button to save your changes.  You should now see a green box in the bottom left corner telling you the edit has been successful.

Lists - add a bullet or numbers or arrows list to a page on your site.

BULLET LISTS

1. Choose the Bullet list icon to the right of Formats in the first row of icons:

2. Because of the Western design CSS, you must also choose Formats in order to style the bullets on your page.  Click Format on the top menu and then select Formats - Custom - squarelist.

3. Begin typing in your list items.

4. Click Submit. The Bullet list now has the square styling, which is the standard for bullet lists when using the Western template.  

ARROW LISTS

1. Choose the Bullet list icon to the right of Formats in the first row of icons.

2. Because of the Western design CSS, you must also choose Formats in order to style the bullets on your page. Click the Format option on the top menu and then select Formats - Custom - arrow-list.

3. Begin typing in your list items.

4. Click Submit. The bullets are now arrows.  

NUMBERED LISTS

1. Choose the Numbered list icon to the right of Formats in the first row of icons:

2. Because of the Western design CSS, you must also choose Formats in order to style the bullets on your page. Click the Format option on the top menu and then select Formats - Custom - numberedlist.

3. Begin typing in your list items.

4. Click Submit. The numbers for the list now are placed correctly within the margins of the content.

Tables - add a table to display tabular data on your site.

Because of AODA/WCAG 2 guidelines, you must not use tables to format your information, unless the information is tabular data.  For more information about tables and accessibility, visit WebAIM's page on creating Accessible Tables.

1. In the Edit view of the page you wish to add a table, click the Fullscreen button.

2. Then click the Table button - Insert table and then input the amount of rows and columns you want (up to 10x10).



Click Table Properties.  Enter the width and height of your table along with other features such as table caption, border, alignment, etc.

Select Table caption if you want to title your table.

Click Ok.

After you have created your title, then you can create border if you so wish.  With your cursor in a cell of your table, click the table button on the toolbar then enter a value in the Border field.

Click the Advanced tab.

Select a colour for your border if you are using this feature.

Click Update.

Image - insert an image to a page inside Cascade.

To add an image to your web page, the image must be available in your folder structure within Cascade.  If you have not uploaded the image file into Cascade yet, please see the Upload a File accordion in the Create page for instructions.

To insert the image, you must be editing a page.  If you are unsure of how to do this, please close this tab and choose the Pages tab in this list.

1. Click on the area of the page where you want to insert the image.

2. Click on the Insert/edit image icon () located in the toolbar.

3. Click on the Choose File to select the image.

Select the image file, then click Choose.

4. Click Ok. Your image should now be inserted.

Upload an Updated Image or PDF - how to upload an updated pdf or image to one that already exists in your Cascade site.

1. Navigate to the PDF or image that you need to update within Cascade.  

2. Click on Edit.  The following screen should appear:

3. Click on Drop a file here or choose one from your computer to update to the new version of the file from your computer.  Click on the Open button.

4. When you return to the Cascade screen, click the Save & Preview button and then the Submit button and the file will be updated.

Resize an Image - how to resize an image both inside and outside of Cascade.

Resizing an Image in Cascade

We recommend you resize images outside of Cascade to preserve the quality of the image, but minor resizing can be done in Cascade.

1. Click on the uploaded image you want to resize. Click Edit.

2. Change either the width or height to the desired size. You can find these boxes to the right of the edit toolbar and are labeled W for width and H for height.  

3. Click on the lock icon in between the width and height box to have the the proportions maintained.  Once you have entered your desired height and width, click the checkmark.

4. Click Save & Preview to see your changes and Submit to save your changes.

Resize an Image Outside of Cascade (best practice)

Recommended programs to edit your images before uploading them into Cascade:

  • For Windows: Microsoft Office Picture Manager or Paint
  • For MAC: Preview

Delete - how to delete a page (or other item in Cascade).

1. Select content that you would like to delete:

 

2. You can right click and choose Delete, or let item render in View mode.  Click on the More tab to reveal the Delete tab:

3. Click Delete.  A new screen will appear asking you to Confirm the deletion. If the page or file has already been published, you should also click the Un-publish Content box.  To complete the process, click the Delete button.

4. You should now see a green box at the bottom middle telling you the deletion was successful.

5. Please note that the asset will only be stored in the trash bin for 15 days. You will be able to restore the deleted asset as long as it remains in the Trash but after that is cannot be retrieved.  You can also empty the trash bin if you are sure you will not be needing this asset again.  You can access the Trash bin by clicking the button that says "Trash" under the "Site Content" button.

Note on Deleting folders: Cascade does not delete whole directories on un-publish. This is primarily in case you have other assets that resides in those directories but are not managed in CMS.

Restore - how to restore a previously deleted item in Cascade

1. When you Delete items in Cascade, they are moved to the Trash folder and remain there for 15 days. During that time, you will be able to Restore the file.  

2. To begin, click on the Trash folder which can be found in the left sidebar under Site Content.  You will be directed to a menu of items you have recently deleted.

2. Select the file you want to restore.

3. Click on the Restore icon (an arrow pointing left).

4. You should see a box on the top right corner saying your restore was successful. Your file should now be restored to its original location.

 

Tip: You can also delete items permanently in the same menu by either clicking the Empty Trash icon in the top right corner to delete every file or by selecting the files you want to delete and clicking the Trash icon beside the Restore icon.

Display Name - how to complete the set up of the text on your browser tab (metadata).

If your Display Name information was not added to your site when it was created, you will need to be set it PRIOR to creating any pages within your website.  If this is not done, any pages created prior to it being set will have to be edited individually and clicking on the Metadata tab.

The Display Name is the wording that appears in the browser tab before Western University on any page on your site.  In most cases it appears between your page Title and Western University.

All pages will show 'Page Title -  - Western University' on the browser tab (with Page Title being replaced with the actual page title when you create the page).  This has been set at the template level and cannot be changed.  To complete the metadata, you must add your site name (e.g. Faculty of Science).

Depending on your site, the Display Name field will either be under the Metadata tab or in the Inline Metadata section on the Content tab.

1. To set the Display Name for your site, you must edit each page in your base assets folder (_cms/base assets):

2. Choose a page, then click Edit and then click Metadata.  The Display Name field will appear.

3. Add the Display Name to each of your base assets and this information will transfer automatically to each page that you create on your site.

Reorder Navigation or News Articles - how to change the order items appear in your top navigation, side navigation or news articles

1. Click on your main site folder (or whatever sub-folder you need to reorder).  If you are choosing a sub-folder, you will need to right-click on it and then choose View.

2. The information displayed in the Name column will often be in alphabetical order.  The Order column tells you which order your folders and pages are currently in.  

3. Click on Order.  The column will reorder in numerical order.   Click on one of the sub-folder or pages in the folder.  A menu will appear. Use the arrows to change the order.  Lower ordered items will appear before higher ordered items in both the top and side navigation.  

Change Font Size in the Top-Level Navigation - increase or decrease the font size in your top navigation bar.

If you increase the number of navigation items you have in your top navigation, you may need to change the font size to accommodate them all.  When your site is created, the top navigation size is normally set to Large. but it can be changed to medium or small as your site navigation grows.  The font size for the top navigation is set in a format e.g. 2012  Design Master:shared formats/navigation - top - large .

1. To change the font size, you must change the format  in each of your Configurations.  You have the option of choosing 4 sizes:

  • 2012  Design Master:shared formats/navigation - top - xlarge
  • 2012  Design Master:shared formats/navigation - top - large
  • 2012  Design Master:shared formats/navigation - top - medium
  • 2012  Design Master:shared formats/navigation - top - small

2. To edit each of your Configurations, click Manage Sites found in the black bar at the top of your screen.  

3. In the Configuration section, click Go to Configurations.

4. Right click on each of your configurations and click on Edit.

5. Scroll down to the regions section.  The regions are in alphabetical order. Find the region called Navigation Top and click on the current format.

6. A side screen will appear.  Click on Browse.  In the Search box  Click on the the name format you want to use (navigation - top - medium OR navigation - top - small) and then click Choose

7. Click Submit.

8. Repeat the steps for each configuration noting that the chosen navigation will now be immediately available to you in step 6 so you will not have to browse for it.

Editing a slideshow or staff listing block - learn how to edit either a slideshow or staff listing xhtml block.

The simplest way to edit these blocks in Cascade is accessing them through /_cms/block/xhtml. The slides and staff listing block are designated as the slideshow and staff listing block respectively. You can edit the block by either right clicking and selecting Edit or by slecting the block, letting it render and then clicking the Edit button in the right corner.

Click on Photo to choose the image you want for your slide (image must be in Cascade first - see Images or PDFs for upload instructions). The image can be linked to a page in Cascade, a PDF or external Website. You can also specify the title, caption and alt tag for accessibility purposes.  You can add, remove, or reorder the images by following the buttons in the top section.  Please limit your uploads for slideshows to 7 visible images.  Once you are done with your editing, click Save & Preview to view a draft of the block and then Submit to commit the changes.

Like the slideshow block, the staff listing block has a specialized editor.  Here you could upload a photo of staff, add a name, title, phone number, email, etc.  You can add, remove, or reorder the listing by following the buttons in the top section.  Once you are done with your editing, click Save & Preview to view a draft of the block and then Submit to commit the changes.

Edit a left nav opt block or right sidebar block - learn how to edit the optional left navigation block or a right sidebar blog

Unlike the staff listing or slideshow block, the left nav opt block and right sidebar block have a simple text based editor much like those you view in an ordinary content page.  The best way to edit these blocks is by accessing them in  /_cms/blocks/xhtml.  You can edit by either right-clicking and selecting Edit from the dropdown menu or clicking Edit in the top right corner.

A simple text editor will pop up, that is similar to those you see in the basic content pages.  Once you are done with your editing, click Save & Preview to view a draft of the block and then Submit to commit the changes.

Copying Blocks - how to make a copy of a block

1. Your site contains a number of master blocks that you can copy in order to create the specific block that you need. Blocks are found in the _cms/blocks/xhtml folder on your site.

2. Click on the block that you would like to copy:

3. The block is now in View mode.  Click on the More tab and select Copy. Enter a new name for the block in the New Block Name box. Alternatively, you can right click and choose Copy.

Copying Tip #1: Keep the beginning of the block name the same (e.g. staff listing) and add a descriptor (e.g. staff listing help desk, staff listing main office).  This way all your staff listing blocks will be displayed sequentially in your folder listing and will be much easier to find.

4. Click Copy to complete the process.  You should now see a green box at the bottom left corner telling you the copying was successful and a listing similar to this:

5. Your newly created block will need to be added to the appropriate page.

Social media blocks - how to configure and add social media blocks to your main index page.

Configure Social Media

Social Media Icons

If you wish to add social media icons to your website, you can access both the Social Media Icon Set and the instructions from the Western Web Style Guide (v.6), page 26.

YouTube

To configure YouTube, edit the block, /_cms/blocks/xhtml/YouTube block

  • Access the source code view by clicking the HTML icon on the toolbar (third from the right)
  • Replace the 'src' string with the path to your YouTube channel
  • Click Insert and then edit the text as necessary
  • Click Submit

Flickr

To configure Flickr, edit the block, /_cms/blocks/xhtml/photo of the week block

  • Access the source code view by clicking the HTML icon on the toolbar (third from the right)
  • Replace the 'src' string with the path to your Flickr account
  • Click Insert and then edit the text as necessary
  • Click Submit

Twitter

To configure Twitter, edit the block, /_cms/blocks/xhtml/twitter block

  • Access the source code view by clicking the HTML icon on the toolbar (third from the right)
  • Replace the code, <a class="twitter-timeline"....</script> with the code from your twitter widget
    • From Settings in Twitter, click on Widgets, Create new.
    • Configure your widget and click Create widget
    • copy the code and paste it into the twitter block code (as instructed above)
  • Click Insert and then edit the text as necessary
  • Click Submit

Adding the Social Media blocks

1. First, edit the following blocks: connect, important links block, photo of the week block, twitter block, and YouTube block to the specific information to your website.   Ensure that you have configured the blocks to your website.

2. Next, edit the index page and click on the Configure tab.  Scroll down and add the social media blocks to the Social Bar Sections and Social Bar Title.


3. The social media blocks will look something like this:

Page Title Block - How to add your unique page title block to your website.

1. Every site will have a page title block which is provided by Communications & Public Affairs.  Your page title block will differ depending on how your web site fits into the overall administration of the university.  The image shown here is an example of a page title block for the Department of History's web site:

All page title blocks are in the 2012 Design Master site in a block that you have access to.

2. In order to add your page title block to your web site, you must edit all of the Configuration Sets associated with your site in Cascade.  To access these, click on Manage Sites and choose Configuration from the menu.

The list of your Configurations Sets for your site will appear.

3. Click on a Configuration Set in the listing and then click the Edit tab:

4, Find the Page Title Image region and click on the Search button:

Choose '2012 Design Master' from the dropdown list of sites:

Navigate to your specific block (as provided by Communications), click Choose and then Submit:

Repeat these steps for EVERY Configuration Set on your site.

Search Box - how to add a department-specific search box to your website.

You may wish to add a Department Search Box to your website.  This allows visitors to search for content exclusive to your site.

1. First, edit the department specific Google search box block, and click on the Edit Source Code:

This will allow you to edit the HTML code for this page.  Change these two pieces of code: "Department Search" or "Search YOUR SITE NAME" and "http://www.uwo.ca/XX".

2. Change "Department Search" to whatever text you want visible within the search box (ie, Search Western Science, etc.) and input the url of your website so that it can be searched correctly.

3. Finally, edit each of your Configurations (click on Manage Site and Configurations) to link to this block in the Department Search Code so that it will appear on your website pages:

Google Analytics - how to add Google Analytics to your website.

Outside of Cascade

1) What you need to have available before requesting a GA account

  • Your personal or an organizational Gmail email account or a Western mail account that has been associated with Gmail
  • The Gmail email addresses of the people you would like to include as administrators or viewers of the account - these can be added later
  • The url of your website(s) that you will be tracking

2) Requesting a GA account

  • Email web@uwo.ca with all of the above information and they will help you to setup a GA account.

In Cascade

1) When you receive the Google Analytics script

  • Find the xhtml text block,  /_cms/blocks/xhtml/Google analytics
  • Click on the Source Code button 

  • Paste your Google analytics script and click Ok and then Submit
  • Edit the /index page, click on the Configure tab, and insert the Google Analytics block into the "Google Analytics" tab.

Left Navigation Optional Block - add or remove the left navigation optional block.

1. You may wish to add or remove the 'left nav optional' block to/from your website.

2. If you wish to add the block to your website, you first must edit the block (titled "left nav optional"):

3. Then, edit each of your Configuration Sets (click on Manage Site Content then Configurations - DO NOT EDIT 'Right Sidebar' and 'Right Sidebar with Slide Show' - as you do not want the block to appear on your site index page) to link to this block in Left Navigation Optional so that it will appear on your website pages.

4. If you want to remove the block from your website, remove the link to this block in the step above.

5. If you wish to only add the this block to one or a couple of pages in your website, you can edit the Outputs on each page separately.

Footer - how to edit popular resources, contact information, and key topics in the footer.

How to edit Popular Resources in the footer:

The popular resources footer can contain links to any particular sites that you may want to highlight.

1. To begin, edit the Footer Popular Resources block and type your title (usually the title of the page) and either provide the link in Cascade or link to an external webpage.  

2. The changes will be reflected in the footer:

Edit Contact Information in the Footer

The footer address can be found in every configuration set and provides contact information for your faculty/department/unit.

1. To change the footer address,  first edit the Footer Address block:

2. Once you have made your required changes, click Save & Preview to see the changes and then Submit.
3. The changes will be reflected in the footer:

Edit Key Topics in the Footer

As you build your top-level navigation, the key topics in your footer are automatically created.  They are simply a reflection of your top-navigation items and cannot be edited or changed.

Editing Blocks - learn how to edit blocks straight from the page.

Blocks in Cascade version 8 no longer display as icons on the page preview. Instead all share the same icon:  .

In Cascade version 8, the simplest way to edit blocks is through _cms/blocks. However, you can still access and edit blocks through your preview page. Click 'More' and then 'Show Regions.' 

Now as you hover your mouse over areas of the page, the name of the corresponding block will appear as a callout. If you click the call out, it will be selected in the region list. Right click the block to 'Edit'.

You will then be directed to the block's _cms/block location and you will be able to perform the required edits.

Once you have completed the block edit, you will not be automatically redirected back to the page from which you came.  If you want to see your changes on the page, you will need to return to it by clicking 'Site Content' at the top.


Published on  and maintained in Cascade CMS.