Redaktörshandbok EPiServer 4world.episerver.com/.../editors-manual-4-40-english-reva.pdf · ElektroPost Stockholm AB · Finlandsgatan 38 · SE-164 74 KISTA · · Editor’s manual

ElektroPost Stockholm AB · Finlandsgatan 38 · SE-164 74 KISTA · www.ep.se · www.episerver.com

Editor’s manualVersion 4.40

Editor’s manual for EPiServer 4.40 Rev ACreated on the 21st October 2004Last saved the 2 December 2004

© ElektroPost Stockholm AB

CopyrightThis manual is protected by copyright laws. Changes to the content or partial copying of the

content may not be carried out without permission from the copyright holder.

The manual may be freely distributed in its entirety, either digitally or in printed format, to all

EPiServer users.

Table of contents | 3

Table of contents

INTRODUCTION 9WHAT IS EPISERVER? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9EPISERVER’S WEBSITE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9EPISERVER'S COMMUNITY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9HOW DOES EPISERVER WORK? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Graphic profile of the company on the website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Website functionality becomes page types and page templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Standard templates coded in order to support available websites. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Page templates v Page types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Content stored in a database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Access rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Workflow in EPiServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Web browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14View mode, edit mode, admin mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

ROLES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14GLOSSAR Y . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

GETTING STARTED WITH EPISERVER 17LOGGING ON . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17THE WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17EDITING EXISTING INFORMATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18CREATE, SAVE AND PUBLISH INFORMATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19CREATE AN ORDINAR Y INFORMATION PAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20WORKING ON THE STRUCTURE OF THE WEBSITE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

Symbols in the tree structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21The order of the pages in menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Moving a page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Copying a page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Deleting a page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Restoring a page from the recycle bin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Deleting a page from the recycle bin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Empty Recycle Bin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

SUBMITTING THE PAGE FOR PUBLICATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Publish this version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Submit version for approval . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Editor-in-chief . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

EDIT USING THE RIGHT MOUSE BUTTON 26SIMPLE EDITING FROM VIEW MODE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Shortcut keys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

QUICK EDITING FROM VIEW MODE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Modifying a page using quick edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27Creating a page using quick edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

QUICK EDITING FROM EDIT MODE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

WORKING WITH THE INFORMATION 29EDITOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Buttons in editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Paragraph break/Word wrap . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

SHORT CUT KEYS IN EDITOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30RIGHT MOUSE BUTTON IN EDITOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Paste/Paste unformatted . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Mark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Inser t . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31About... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

TEXT FORMATTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

© Elek t roPost S tockho lm AB

4 | Editor’s manual EPiSer ver 4.40

Formatting text using paragraph format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Delete formatting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Mark the contents in the editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Copying text from other programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Formatting text using the Font button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

TABLES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Marking in tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Table properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35The General tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Cell padding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Cell spacing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Height and width of the table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Borders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37The Advanced tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Modify the number of rows and columns in a table . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Merge cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Split cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Cell properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39The General tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Horizontal and vertical alignment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Cell width . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Border colours . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39Background colour . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40The Advanced tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Examples of accessibility adapted tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41

SEARCH IN TEXT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41SPELL CHECK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42SHOW/HIDE HTML CODE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42MAXIMISE EDITOR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42INSERT IMAGES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Inser t images from an archive on the web server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43Inser t an image directly from the file manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Upload images from a computer to the web server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Delete an image from the page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Replace an image on the page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Placing an image next to text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45Replace an image on the web server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

INSERT DOCUMENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47Inser t a document directly from the file manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48

LINKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Link to page on another website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Link to a page on EPiServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Link to e-mail address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Link to a file on another server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

LINK TO A PLACE ON THE SAME PAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Inser t bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Change/Delete bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Link to a place on the same page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Link to bookmark on another page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

VERSION MANAGEMENT 55Delete old versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Comparing versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Delayed publishing of a version . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Conflict between versions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

FILE MANAGEMENT IN EPISERVER 57WINDOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57RIGHT MOUSE BUTTON IN THE FILE MANAGER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58



SEARCH FOR FOLDERS AND FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58WORKING WITH FOLDERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58

Create folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Open folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Delete folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Rename folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Add folder to My favourites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Change access rights to folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Move folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Copy folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

WORKING WITH FILES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Add file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Show file summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Edit file summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Open file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Rename file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60Replace a file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Delete file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Move file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Copy file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Mark several files at once . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61Inser t images and files directly from the file manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

EPISERVER TOOLBAR 62The tool menu on the right mouse button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62New page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Cut/Paste . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Copy/Paste . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Dynamic properties for a page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63Page access rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64Action window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65File management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Admin mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66Help in EPiServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

TABS IN EDIT MODE 67INFORMATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Default values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67Star t/stop publish . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Mark the page as changed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68Writer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

ADVANCED INFORMATION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Display the page in menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Created . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Sort order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Sort index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Language encoding . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Archive to page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Dialogue box - Link to page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Simple address for this page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70Fetch listing from . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Display number of pages in list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Type of page in listing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Page description . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Standard search words for pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Activate subscription . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

CATEGORIES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72Categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72



SHORTCUT/EXTERNAL LINK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Normal link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Shortcut to a page on EPiServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Fetch data from page on EPiServer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73Link to page on another website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73No link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Target frame . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

PORTAL SETTINGS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

PUBLISH FROM MICROSOFT OFFICE 75PUBLISH FROM OFFICE TO ANY PAGE TEMPLATE IN EPISERVER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Publish par ts of a document . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Format the text which is created . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

PUBLISH FROM OFFICE WITH THE DOCUMENT PAGE TEMPLATE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

PERSONALISE EPISERVER 80MY SETTINGS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80FAVOURITES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80MICROSOFT ADD-IN TOOL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81COMPONENTES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82MY TASKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82CREATE TASK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83CARRYING OUT AN ALLOCATED TASK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83MY ASSIGNED TASKS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

WORKFLOWS IN EPISERVER 85ESTABLISHED STAR TING POINT IN THE WORKFLOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85ACTIVATE A WORKFLOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85WORKFLOWS I OWN . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

WORKING WITH DIFFERENT PAGE TEMPLATES 86ORDINARY WEB PAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86FORM PAGE/VOTE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Form settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Build up the form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88The Form data tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

NEWS LIST . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92NEWS PAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93RSS SOURCE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94DOCUMENT LIST . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95DOCUMENT PAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96MULTILANGUAGE PAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97READSPEAKER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98SLIDE SHOW . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99CALENDAR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100CALENDAR EVENT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101TABLEOFCONTENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102ALPHABETICAL TABLE OF CONTENTS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103DISCUSSION FORUM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Discussion forum access rights . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .104

CHANGED RECENTLY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105FILE LISTING . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106FLASH PAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107PDF FORM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108PROFILE FINDER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109PERSONAL PROFILE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110EPISERVER POR TAL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Create portal par ts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 112



Page templates customised for por tal mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112Login and personal portal settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Using the portal as a visitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113

EXTERNAL LINK . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116EXCHANGE FOLDER . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117SUBSCRIPTION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Subscription Tab . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

SEARCH . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120REGISTER USERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121MOBILE PAGE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122NEWS GROUPS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Subscription to the news group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123News group, main page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123News groups, category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124News groups, news group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125

INDEX 127




Introduction | 9

Introduction

What is EPiServer?EPiServer is a web publishing tool that allows you to quickly and easily publish information on

a website without needing any previous knowledge of creating web pages. EPiServer allows

any staff member to easily create and update a company's website via a normal web browser.

Using EPiServer is as simple as using a word-processing package.

No special skills are needed to be able to create web pages using EpiServer, and you will be

able to create pages and publish them without any previous knowledge of html. Never theless,

this will in no way reduce the functionality of your website . EPiServer offers a number of

complete functions that each editor can use to develop their website.

The aim of a tool such as EPiServer, is to distribute the work involved in keeping a website

up-to-date, among as many people as possible . It is easy to learn and use. The majority of

those people who have no prior experience with creating web pages find the fact that the

EpiServer tool is easy to learn and use a good feature. However, even for those people who

already have considerable experience in creating web pages, the EpiServer does not create

any restrictions. If you already have considerable experience in creating web pages, EPiServer

will allow you to use your knowledge to create web pages using html, or other tools you are

used to using, which you will then be able to integrate into EPiServer. Anything you can do

using html, you can also do using EPiSer ver.

EPiServer is a tool for all types of websites. The majority of company websites are aimed at

different target groups. Almost all companies today have a public website that is used to

market themselves and their products to customers and other interested par ties. Larger

companies also run an intranet, which is a website for publishing internal information for

employees. The majority also have an extranet, which is not only intended for employees, but

often for close par tners and subcontractors as well. These last two types are usually

password protected, so that only those with the necessar y authorisation can access them.

EPiServer makes it possible to develop all types of websites using the same tool. Many

organisations have chosen to implement EPiServer on all their websites, while others only on

a selection.

All editing work is carried out directly via a web browser, which means you will always be

able to log on to EPiServer via the Internet to create and update information, irrespective of

time and place.

EPiServer’s websiteEPiServer has its ver y own website, where you will always have access to the latest product

information. The website is divided into two par ts: one for general visitors, one for

customers and par tners. If you are a customer or par tner, you can register on the website to

obtain more information. You can also download material, access suppor t and much, much

more. The address of the website is www.episer ver.com.

EPiServer's communityEPiServer has a user network which is aimed at anyone who uses EPiServer as an editor,

administrator, orderer or similar. The network organises a number of meetings each year

where members can hear the latest news and exchange experiences. Read more about the

user network at www.episer ver.com/knowledgecenter.



How does EPiServer work?EPiServer consists of a basic platform (core), which contains all the basic functionality that is

available to editors and administrators. For each individual website , a customised solution is

created on top of the platform which makes the website unique for visitors. The way in which

you work as an editor or administrator is generally the same for all websites based on

EPiServer.

Once a standard installation of EPiServer has been completed, it is ready to use immediately.

During the installation process, you can choose to install an example website which has a

graphical appearance and a number of functions which are ready to use. When you are

creating your own website, you can either use the example website or you can star t from the

beginning and build a completely new solution.

EPiServer uses Microsoft Internet Information Server as a web ser ver to handle web

publication. All the information displayed on these web pages is stored behind the scenes in

an SQL or Oracle database. The web ser ver and the database are run on a Windows ser ver.

EPiServer uses the same authorisation model as Windows, which means authorisation work is

extremely simple . Images and documents that are uploaded by editors on to the web ser ver

are stored in one or more data sources on the web ser ver.

In simple terms, EPiServer can be divided into a number of par ts.

1. The first part is EPiServer’s core or platform. This contains functionality which belongs to the

basic system. It is the core which has support for version management, preview, workflow,

rights to the page, etc. These are functions which enable you to use the tool as an editor.

On top of the platform is the customised solution, which makes the website different from

other websites. In slightly simplified terms, the customised par t can be divided into four

par ts.

1. Firstly, we have the company’s graphic profile which is saved in a format template. This

contains the pre-defined typefaces, colours, etc., that are to be used on the website

2. The second part is a number of functions which the visitors can use on the website. This could

involve visitors being able to discuss something in the discussion forum, give a friend a tip or

print a page. Each function is normally linked to an individual page template.

3. The third part consists of the rights that editors and visitors are to have on different pages.

4. The fourth part is the information on the website which is stored in a database. Any pictures

and documents on a page are stored away from the EPiServer itself, on a suitable data source.


Introduction | 11

Editors working in EPiServer will focus on creating suitable content, which makes the website

interesting to visit. They should write suitable , interesting texts, i.e . they should focus on the

four th par t. The other par ts of the product should be handled by developers and

administrators so that editors can focus on what is impor tant to them. The aim of a tool such

as this is to eliminate the need to consider which font, colours, etc to use or to have to

program. All this should be ready in the system so that the work of editors is made as simple

as possible . Because the var ious par ts are separate from each other, it is also possible to

work in parallel in the construction of the website . Developers can code functions at the

same time as editors create pages with content.

Graphic profile of the company on the websiteOne of the first decisions you will need to make when creating your website , is its design.

The next stage is to decide on the colours and typefaces that are to be used, what size the

text should be, how navigation is to work, etc. This will comprise the graphic profile of the

website . In EPiServer, all this information is stored in a CSS document. CSS (Cascading Style

Sheet) can be compared to format templates in MS Word.

One major advantage of using format templates is when changes need to be made to the

graphic profile. With format templates, the changes are made in a single document and these

changes can then be implemented on all pages, whether it be 10 or 10,000 pages. Without

format templates, it is, therefore, necessar y to carr y out the changes on each page

individually.

EPiServer suppor ts the use of various graphic themes or different menu trees, colours, etc.

via its dynamic settings. When it comes to EPiServer, nothing is impossible.



A website based on EPiServer is most often frameless and uses dynamic functions instead.

Frames are primarily used so that cer tain information on a page is always in view, such as

menus, for example. When the user selects an option from the menu, the new information is

displayed in another frame that is often to the side of or below the menu frame. Using the

functions in EPiServer, it is possible to produce the same function without using frames.

However, if you prefer to work with frames, you can naturally stil l do this in EPiServer. There

are a number of advantages associated with not using frames on a website . For example,

frames can cause problems for users that want to add a par ticular page to their Favourites or

print out a specific page.

Website functionality becomes page types and page templatesPlanning the structure of a website means determining the different functions that should be

available to visitors. This could include news publications, subscription facilities, or a

discussion forum. When you have decided on the functions you want to include, a page

template is created for each of these functions. Using these page templates, editors create

the content and publish pages on the website. A number of default templates (examples) are

available in EPiServer during installation containing the most widely requested functions. A

description of these templates can be found in the Page templates section of this guide. For

your website, you may need more page templates than those described here, therefore, you

are able to adapt these page templates to meet the needs of your organisation.

Standard templates coded in order to support available websites.The Internet and web pages form a flexible environment in which each visitor can individually

choose how things should appear and function when he or she visits a website. Different

visitors work in different computer environments which interpret what we want to present in

different ways. For example, if your eyesight is poor, using a setting on the web browser you

can increase the font size in order to make it easier to read the text. From version 4.30, the

templates that are included with EPiServer are coded in order to suppor t availability of the

website . This means that anyone can view the information on the website , regardless of the

tool that he or she is using. For you as an editor, this does not mean any great difference. You

should remember that the way in which you experience the form and appearance of your site

does not always correspond to the way in which other people experience it. This is because

they have personal settings or tools when they read the page.

Page templates v Page typesEPiServer features both page templates and page types. Page templates are the aspx pages

that are displayed to visitors and contain the functionality required to perform a specific

function. Page types, on the other hand, are forms in which the editor can enter information

in EPiSer ver. For explanation purposes, the work in EPiServer’s editor and administrator

modes primarily involves page types. These page types are usually called page templates. We

will continue to use this term in this manual in order to keep things simple .

Content stored in a databaseThe task of editors is to fill the website with content. The layout of the website and its

structure are created by developers, while the content is created by editors via their web

browsers. When an editor enters edit mode and creates pages, all the information is saved in

a database.


Introduction | 13

Access rightsEPiServer uses the same authorisation model as Windows. Access rights in EPiServer are

usually divided into two par ts: access rights for editors and administrators of the website and

access rights for visitors to the website .

It is possible to set access rights so that cer tain employees can edit the information on

specific pages of the website . By doing this, different depar tments can work on the same

website but never access each other's information. It is also common practise for editors to

have different access rights for administrators.

Access rights for visitors can be used in different ways. A common area of application is a

public website , which can also operate as a company's extranet. Different visitors see

different menus, depending on the type of authorisation they have. In EPiServer, it is possible

to assign access rights to individual users and pages on the website.

Workflow in EPiServer1. The editor logs on to edit mode. The system checks that the individual has the access rights to

create or edit pages. If the editor has the access rights to create pages, the form is opened and

the editor can fill in information.

2. Information created by the editor (text, links, etc.) is saved in the database.

3. When visitors access the page using their web browsers, their authorisation is checked first. If

a visitor has the access rights to read the page, the system star ts to load the various

components and displays the page.

4. The graphic profile is retrieved.

5. The functionality of the page is loaded.

6. Information is retrieved from the database.

7. Any images and documents are uploaded to the page. The assembled page is displayed so that

the visitor can read it on his/her screen.



Web browserFor editing work in EPiServer, editors must have Internet Explorer 6.0 or later.

Although html language is designed to display identical information irrespective of the

hardware and software being used, it can stil l look slightly different. There are a multitude of

different html variants that are interpreted slightly differently by different web browsers. This

means that you should always check your website on various web browsers in order to see

how it will look to your visitors. It is also useful to test different screen sizes and operating

systems, simply by using those settings the majority of visitors will be expected to have.

Another impor tant detail, is whether the web browser can handle Cascading Style Sheets. If

the web browser can handle this, the graphic interface will be able to be controlled in a fair ly

detailed manner.

View mode, edit mode, admin modeAn EPiServer-based website can be displayed in three different

modes. The view mode is the view seen by the visitor. In this

mode, the website looks just like any other website . It is not

possible to determine the web publishing system on which the

website is based.

Edit mode is the view seen by editors when they log on to

create or update information on the website . To log on to edit

mode, enter the web address of the company, plus the

extension /edit, e .g. http://www.company.com/edit. A login box

appears in which editors then enter their username and

password.

Admin mode is the view in which system administrators can

create and modify the settings for the website . From here, it is

possible to create and edit page templates, edit system

settings, handle access rights, etc. To log on to admin mode,

enter the web address of the company, plus the extension /admin, e .g. http://

www.company.com/admin. A login box appears in which administrators then enter their

username and password.

If you are logged on to your website , you will be able to switch between the three modes

using EPiServer’s r ight-click menu. Right-click the page and select view mode, edit mode or

admin mode. If you do not have the access rights to all views, these options will not appear in

the menu.

RolesWhen an organisation implements an EPiServer-based solution, there will always be a number

of different roles per taining to this task. The number and type of these roles var y, most often

due to the size of the organisation. When EPiServer was developed, a number of roles were

found to be responsible for how the development transpired. These roles are used often

throughout this documentation to describe the procedure at a specific point in time .

Visitor:this refers to an individual using the website. An individual using a web browser to

visit the website to find information or to use ser vices available on the website . With regard

to an intranet, all employees of the company assume the role of visitor.


Introduction | 15

Writer : this refers to an individual inputting data directly from the website using right-click

administration. All material that is created is published directly. Some writers have access to

edit mode, however, the majority do not. In many cases, the Writer does not have the rights

to publish information; this must instead be carried out by a an Editor-in-chief.

Editor : this refers to an individual inputting data into EPiSer ver. The Editor has access to edit

mode and can, therefore, have various access rights. Some editors are only able to create

information in specified areas of the tree structure. Others have the rights to create, edit and

delete information, but not publish it. A third option may be that an Editor has the access

rights to all functions available in edit mode.

Publisher: this refers to an individual that is also an editor, but with slightly more

responsibility, since the Editor-in-chief can publish the information created by others. Not all

organisations have an Editor-in-chief; instead editors are assigned the access rights to publish

their own information.

Administrator: this refers to an individual responsible for the entire website . The

Administrator has access to both edit and admin modes in EPiServer. The task of the

Administrator is often to help make life easier for editors, by adapting the tool to meet their

needs.

Developer: this refers to an individual with a good knowledge of programming, whose job is

to develop functionality and page templates for the website .

The roles an organisation has in-house and which it buys in, depend greatly upon the stage

the organisation is at. In the majority of cases, the top few roles are generally available in-

house and developing ser vices are bought in.

GlossaryASP.NET 1. Active Server Pages. A web page that contains programs or scripts that can be

executed in the web server before the results are sent to the user. The addition

with .NET means integration with the .NET environment. 2. Application Service

Provider. Program rental company (allowing customers to access programs via

the web).

Acookie is a file which is placed on the visitor’s computer. The information that is saved in

the file depends on how the website being visited has been coded. If you do not

want cookies to be saved on your computer, you can switch off the function on

your web browser. All websites must give information on cookies and state how

they are used.

CSS (Cascading Style Sheet) is a type of format template in which you can describe

appearance and layout. The same CSS template is often used throughout the

entire website, although it is also possible to have individual templates for each

page.

Editor A tool for simplifying the production of web pages. The majority of editors

function like ordinary word processors. This means that users need not have any

previous knowledge of html or programming.

Extranet An extended version of an intranet. It uses the same technology as the World

Wide Web, but only permits a small number of users. An extranet is not only

accessible to the employees of a company, but also to external parties in co-

operation with the company, such as subcontractors and retailers.



homepage The web page that holds the website together. It is normally the first page you

come to and from where you can access all other par ts of the website.

html (Hypertext Markup Language). The language often used to write web pages. The

arrangement of the text and the page, as well as links, are specified using simple

codes that are invisible to the user when the page is viewed via a web browser.

There are standards for the way the language should be written, although

different web browsers interpret the language differently.

Intranet A network based on the same technology as the World Wide Web and which

works in the same way, but which is only accessible to the employees of a

company or organisation. Cf. extranet.

WAP (Wireless Application Protocol) A growing collection of industry standards for

facilitating Internet-based data communications over the mobile telecom

network in a simple and uniform way. The aim is to differentiate between the

content and the technology, so that the message can be relayed irrespective of

the technology used.

.NET Microsoft’s basic platform that is based on efforts to move from a system of PC-

based software to an Internet-based system of services and applications that can

be accessed from all types of digital equipment – mobile telephones, personal

computers, hand-held computers and television. Microsoft writes this with a full

stop in front: .Net. For this reason it is often referred to as ‘Dotnet’

Root In a file system divided into folders; the root is the parent of all the folders.

Despite being called the root, it is generally depicted at the top.

RSS (RDF Site Summary, also known as Really Simple Syndication) This is a standard

for distributing information from one website to another. It is often used for

distributing news items.

Web browser The program used to read web pages. There are various web browsers available

on the market. The two most common ones are Microsoft Internet Explorer (IE)

and Netscape (NE). Web browsers are continually being developed, which

means that the later the version, the better the displays and features. The term

web browser is often shortened to browser.

Website The compilation of an organisation's or individual's World Wide Web pages,

assembled under a homepage. The word website is often shor tened to site.

Web page A page on a website.

URL (Uniform Resource Locator) Also known as a web address. URLs normally take

the form http://www.company.com. Http stands for hypertext transfer protocol,

and the www.company.com, of which the www is sometimes omitted, is a

common name for the company's web server. Http can usually be omitted when

you enter a URL, and it is occasionally also possible to leave out www. However,

it cannot be omitted when creating a link from one web page to another.

XML (eXtensible Markup Language) A more powerful alternative to html, this

language is used to create web pages. One difference is that html can only

describe the graphic structure of a page, whereas XML makes it possible to

describe the content.

Source: Computer Sweden’s language web


Getting star ted with EPiSer ver | 17

Getting started with EPiServer

Logging onEPiServer is a web publishing system that is not especially demanding on either the

editors or the hardware and software of their computers. You will need basic

word processing skills and computers will require a web browser. To access edit

mode, open your web browser and enter the address of the website you want to

administrate, plus /edit, e.g. www.company.co.uk/edit. A login box appears for you

to enter your username and password. In order to edit a website using EPiServer

4, your web browser must be Internet Explorer 6.0.

The windowOnce you have logged on to EPiServer’s edit mode, the following content will be shown in

your browser. The structure and all contents of the website are shown on the left of the

window in the form of pages. The toolbar sits over the pages and contains the tools

necessar y for working on the structure. The right-hand side of the window either displays the

current page or, as in this case, the star t page in edit mode.

The toolbar used when working on the structureThe My Settings tab

Browsing the structure. Specify the name or number of the page you are looking for. The first page of hits will be displayed

A summary of your tasks and activities is also shown under the Activities tab.

The structure seen by the editor in edit mode. Each heading corresponds to a page on the website. Click the plus symbol to display the sub-pages.

The Favourites tab, which shows the pages you have set as your personal favourites. A quick way of accessing pages which you use frequently.

The Components tab allows you to install software on your computer. Necessary for the spell check function for example.

The Microsoft Office Add-in tab allows you to install software on your computer that gives you the possibility to publish information from Microsoft Office.



Editing existing informationThere are three different ways to edit an existing page in EPiServer. Editing by right-clicking

the page and selecting Edit, known as a ‘simple’ edit. Editing by right-clicking the page and

selecting Quick edit, or the third option, which is editing from edit mode . Read more about

the fir st two options in the chapter Editing using the r ight mouse button. Edit a page from edit

mode in accordance with the following:

1. Browse to the page you want to edit in the tree structure on the left and select the page by

clicking its name. Browse through the tree structure by clicking the plus sign in front of the

page name. The page is then displayed under the Display tab to the right of the web browser.

2. Select the Edit tab.

3. Make your changes to the content.

4. Select Save and view.

5. If you are not satisfied with your changes, re-select the Edit tab. If you are satisfied, select

Publish.

The Edit tab



Create, save and publish informationThe procedure for creating pages in EPiServer can be described in five steps. Star t by

deciding where to locate the page, then create the page and add text and images. Finally, save

and then publish the page.

1. Highlight the page to which you would like the new page to link.

2. Create a new page by selecting New page.

3. Select the page template and enter the information you would like to appear on the page.

4. Save the page by clicking the button at the top of the page. The page will now be displayed on

the View tab. If you are not satisfied, select the Edit tab and continue working on the content.

5. When you are satisfied with the page, submit the page for publishing or publish the page

yourself.

How you publish pages depends on your access rights. If you have the access rights to publish

pages yourself, you will be able to do this directly by selecting Publish . If you do not have

publishing rights, only the Ready to publish button will be displayed. If you select this option,

the page will be sent to the Editor-in-chief for approval before it is made available to visitors.

Even if you do have publishing rights, you can still send the page to the Editor-in-chief for

approval, if you want someone else to check its content.

Tip!

If you are already satisfied with the page as soon as you have created it, you can Save and

publish immediately, without checking.

You can also create a new page by right-clicking the main page in the tree structure.

5. Publish or submit for approval

2. Select New

1. Highlight one page in



Create an ordinary information pageThe most common use of EPiSer ver is often for creating information pages. Depending on

how your website is designed and the templates that are available , information pages can

look a little different. Below is a description of how to create a page using the template

Ordinar y web page in a standard installation.

1. Highlight the place in the tree structure where you want the page to be located.

2. Select New page from the toolbar.

3. Select the template Ordinary web page to view the form for the template.

4. Enter the name of the page in the Name field. Later, this name will also appear in the menu

and as a heading on the page.

5. Select the date and time to star t and/or end publication. These two fields can be left empty.

6. Check the Mark page as changed option, if you want the system to register that the page has

been changed. This has no function if you are creating a new page; it only registers when you

make changes to an existing page.

7. Write an introductory text describing the page in the Introduction field. This text will only be

shown if the page is listed.

8. In the Editor field; enter the information you want to convey. You can format the text here,

load images, create links and work with tables. To a large degree, you can create anything you

want.

9. Enter your name in the Writer field.

10. The Save and view page.

11. Preview the page and if you are not satisfied with it, re-select Edit.

12. If you are satisfied with it, you can select to Publish the page, which means it becomes

accessible to visitors and will appear in menus.



Working on the structure of the websiteConstructing a website from scratch requires a great deal of thought before the practical

work begins. It is impor tant to have a clear idea of what information is to be displayed and

how this should be structured so that visitors can easily find what they are looking for. If a

large amount of information is to be displayed, it is even more impor tant to plan proper ly

before star ting work. From a purely technical point of view, there is usually no par ticular

problem in beginning with the practical work, but this can entail a large amount of duplicate

work if you are not satisfied.

It is normal to create an area-based structure directly under the root, and also to build up

structures under this root for each area. To make it simple for visitors to find and navigate

around your website , it is a good idea to limit the menu structure to a maximum of three

levels. This also makes it easier for you to maintain the website in a clear manner.

To create structures in EPiServer, you create pages. The names of the pages automatically

form structures and menus. At the top of the structure you will always find the root object,

which is the basis of your website . Under the root object are the various par ts of your

website , homepage, recycle bin and occasionally other par ts. The homepage on your website

is marked with a symbol and often has the name Star t page. Each website may only have one

star t page, and your system administrator will determine the page that is to be used on your

par ticular website . Under the star t page, you then create the structure you want by creating

new pages. It may be appropriate to create pages so that the structure is ready before you fill

the pages with content. It is also ver y easy to move and copy pages in the structure.

Symbol that indicates which page is the star t page on your website .

Symbol that shows which page is the recycle bin on your website .

Symbols in the tree structureAfter most pages in the tree structure is a symbol to clarify the settings for the page. Using

the symbols, you can gain a quick overview of the pages which have not been published,

those which are new, those not shown in menus, etc. The following symbols are used.

New page. Shown for all pages which have been created within the last 48 hours.

The page has not been published.

The page has a scheduled publishing and has not been published yet.

The page has a scheduled publishing where the date and time have passed. The page

is not visible.

You do not have access rights to change the page.

The page is not shown in menus.

The order of the pages in menusThe pages in EPiServer are sor ted in the tree structure after they have been sor ted in a pre-

defined order. It is most common for the page that has been created most recently to be

placed at the top of the tree structure. You can easily change the sor ting order of the pages

on your section of the website by changing it on the main page of the respective branch.

1. Mark the main page in the structure.



2. Edit the page and select the tab Advanced information.

3. Select sorting criteria under Sort order.

4. Save and publish the page.

5. When the page is published, the selected branch will be presented in the new order.

.

The sor ting of pages is always based on the relevant main page in the structure. We call

these pages ‘parents'. All pages that are placed directly under a parent are the page’s

‘children’ and they can be sor ted relative to one another. It is common to sor t the pages

alphabetically or according to date. Depending on your preferences, you specify the sor ting in

the Sort order field on the parent page. After publication, the page’s children will be sor ted in

the way you selected.

If you want to decide entirely how the pages are sor ted, select the option According to sor t

index on the parent page. The children must then have a unique number, a sor t index which

means that the page numbers differ from each other. The lower the index of the page, the

higher up it will come in the structure. The number must be an integer but there are no

other restr ictions. In order to make it easy for you, we recommend that you work with whole

tens or hundreds. You can see the sor t index of a page by pointing at the page in the

structure in edit mode. Remember that all changes to the structure must always be published.

It is not possible to preview such a change.

All pages with a plus

or minus in front of

the name in the

structure are

parents. The parent’s

children are linked

by a dashed line

under the parent.

If you point to the

page, information on

the page and its sor t

index will appear.



Moving a pageThere are two different ways of moving pages. You can use the toolbar, r ight clicking

the mouse or the drag-and-drop method. Remember that when you move a page,

all the page's sub-pages are also moved.

Using the Cut tool, you can move a page in your structure to a different location.

Select the page you want to move and select the Cut tool. Select the page to which

you want to move your page. Then select the Paste tool. If you interrupt the

operation before you have chosen to paste , nothing will change on the website .

By using the right-click menu that appears when you r ight-click a page in the tree structure,

you can move a page as shown above using the Cut and Paste tools. Right-click the page you

want to move and selectCut. Right-click the page where you want to move the page to and

selectPaste . The page has been moved.

You can also use the drag-and-drop method to move a page. Click the page with the left

mouse button and, keeping the button depressed, drag the page to where you want to move

it and then release the mouse button. The page has been moved.

Copying a pageIf you want to benefit from a page or structure you have created previously, you can

copy a page and its sub-pages to a different point in the structure. When you copy

a page, all its sub-pages will also always be copied. Remember that all settings, such

as authorisations and dynamic proper ties, are also copied to the new page.

You can copy pages using the Copy button in the toolbar. Highlight the page you

want to copy and select the Copy tool. Select the page to which you want to copy

your page. Then select the Paste tool. A new, identical copy of the copied page will now be

placed at the chosen location. You can now edit the copied page.

Using the right-click menu that appears when you right-click a page in the tree structure, you

can copy a page as shown above using the Copy and Paste tools. Right-click the page you want

to copy and selectCopy. Right-click the page where you want to copy the page to and

selectPaste . The page has been copied.

You can also use the drag-and-drop method to copy a page. Click the page with the left

mouse button and keep the button depressed. Press the CTRL key on the keyboard; drag the

page to where you want to copy it and release the mouse button fir st and the CTRL button

last. The page has been copied.

Deleting a pageIf you have a large number of pages on your website that are no longer public , you

can delete them from the website . Once you have deleted a page, it is sent to the

recycle bin. If you change your mind, you can restore the deleted page from the

recycle bin. The length of time the pages remain in the recycle bin is a system

setting, check with your system administrator. You may also need to empty the recycle bin

yourself, see Empty Recycle Bin .

Select the page you want to delete and select the Delete tool in the toolbar. Remember that

all under lying pages will also be deleted. You can also r ight-click the page you want to delete

and select Delete from the right-click menu that appears.



Restoring a page from the recycle binThe recycle bin is a separate tree structure under the

Structure tab and you can recognise it by the recycling

symbol to the left. If you click the plus symbol in front

of the recycle bin, you will see the content. To restore a

page, move the page to the par t of the tree where you

want the page to be. Read more about how to do this

in the section entitled Moving a page .

Deleting a page from the recycle binIf you want to delete an individual page from the recycle bin without emptying all the

contents, follow the same procedure as when you delete a page from the structure. Mark the

page in the recycle bin and select the Delete tool from the toolbar.

Empty Recycle BinIf you wish you can empty the recycle bin. Click Recycle Bin in the tree structure. The recycle

bin page appears to the right and you can see how many pages are in the recycle bin. To

empty the recycle bin, click the Empty Recycle Bin tool.

Submitting the page for publicationOnce you have finished working with the page, you can preview it before publishing it for

visitors. If you are satisfied with the content, submit it for publication. If not, click the Edittab

in order to continue working on the page.

Depending on whether or not you are entitled to publish pages, you will have different tool

buttons to choose from when you want to publish.

Publish this version

Publish the page by selecting the Publish tool button. The page will be immediately visible to

visitors, provided that you have not entered a publication time that has not yet passed.

Submit version for approval

If you are not entitled to publish pages, the Editor-in-chief must always approve the pages

before they are made accessible to all visitors. By selecting the Ready to publish button, the

page is sent to the Editor-in-chief. Even if you are entitled to publish information, there may

be some occasions when you want a second pair of eyes to look over your work before you

publish.

The Editor-in-chief will now see this page under the My tasks tab.



Editor-in-chiefIn EPiServer, it is possible to control what employees may and may not do using the

authorisation system. For example, it is possible to appoint a Editor-in-chief who has to

approve pages before they are published. When this individual logs into edit mode and calls

up the Activities tab, pages that the editors has submitted for inspection appear under the

Ready to publish heading.

When satisfied, the Editor-in-chief clicks on the Publish tool and the page becomes visible to

visitors.

Submit version for approval

Publish the page



Edit using the right mouse button

Simple editing from view modeThe simplest way of editing in EPiServer is to use DOPE, direct

on-page editing. This means that you do not need to enter edit

mode and the Edit tab, instead you can edit directly in view

mode by right-clicking the text and editing it.

To use the DOPE function, you must be logged on to the

website in order for the menu to appear when you right-click.

1. Right-click the page.

2. Select Edit.

3. A box with a dotted line will appear around the text you can

change.

4. Make your changes to the text.

5. Right-click and select Save . Your changes are published

immediately once you save.

Shortcut keysWhen you are in DOPE mode and make changes to the text, you cannot use the formatting

keys in the editor. A couple of practical shor tcut keys can therefore be useful to know, so

that you can format the text quickly and easily. The shor tcut keys var y slightly depending on

the language used by your web browser. The shor tcut keys given in the list below relate to an

English version of Internet Explorer.


Edit using the right mouse button | 27

Quick editing from view modeEPiServer allows you to quick edit from view mode. EPiServer’s r ight-click menu allows you

to create a new page and modify a page using more functions compared with simple editing.

When quick editing, the entire Edit tab is displayed and you can modify all the proper ties of

the active page.

The menu appears when you right-click the page. Always click on the text, if you click on an

image for example, the web browser’s own menu is displayed. Remember, you must be

logged on to the website for the menu to appear when you right-click.

Modifying a page using quick edit1. Right-click the page.

2. Select Quick edit.

3. The Edit tab appears and you can modify in the required field.

4. Select Save and Publish at the top of the window. The page is published and is immediately

visible on the website.

Command Shortcut key

Bold CTRL + B (Swedish version, CTRL + F)

Italic CTRL + I (Swedish version, CTRL + K)

Underline CTRL + U (Swedish version, CTRL + U)

Create hyperlink CTRL + K



Creating a page using quick edit1. Right-click the page.

2. Select New.

3. A list of available page templates appears. Select the page templates and enter the information

you would like to appear in the various fields on the page.

4. Select Save and Publish at the top of the window. The page is saved and published immediately.

Quick editing from edit modeYou can update the website from the right-click menu when in

edit mode. From here, as well as changing the contents of any

text, you can create, delete, and apply rights to pages by using

the right mouse button.

Right-click the page to display the menu. Select one of the

options.

If you want to access the right-click menu on the web browser,

select Disable menu. Next time you right-click, the web

browser menu will appear. Updating the page takes you back

to the EPiServer right-click menu. You can also use the

CTRL+right-click shor tcut keystroke to gain quick access to

the web browser’s r ight-click menu.


Working with the information | 29

Working with the informationIn this section we will show how you can work with different objects in EPiServer. In practice ,

you build up your entire website with the aid of ready-made page templates instead of

building it using html and programming, which is normal when you do not have a tool like

EPiServer. Basically, you only need to fil l in the information, since the functionality is

contained in the page template .

EditorThe editor in EPiServer is the field where editors have the oppor tunity to be creative. You

select how much you want to do yourself. You can work on text content, format the text, or

simply leave it the way it is. If you want to do more, you can inser t images, create tables or

create links to other par ts or documents. You’re only limited by the scope of your own

imagination.

You can select from two types of editor in EPiServer, both of which are based on different

technologies. Functionality differs depending on which editor your organisation uses. This

guide describes a DHMTL-based Editor. Contact your system administrator for details about

which editor your organisation uses.

Buttons in editorBelow are all the buttons available as standard in editor. Your system administrator is able to

determine which buttons are displayed in different templates. You could therefore have

access to more or fewer buttons than shown here.

Italic

Bold

Underline

Font

Bulleted listAlign left

Centre

Align right

Inser t bookmark

Inser t image

Inser t document

Inser t link

Redo

Show/Hide HTML

Spell check

Inser t table

Maximise editor

Numbered list

UndoSearch in text

Font

Font size

Font colour

Format paragraph



Paragraph break/Word wrapEditor is like any other word processing program. You write the text and the text wraps

around when the line reaches the end. When you press ENTER you get a paragraph break,

which means there is space between the paragraphs. If you do not want a space you have to

make a word wrap instead. You do this by pressing SHIFT+ENTER.

Paragraph break and word wrap functions in editor are set in Admin mode. Contact your

system administrator to find out what is applicable on your website .

Short cut keys in EditorTo simplify work there are shor t cut keys for cer tain functions in the editor. The shor t cut

keys allow you to use the keyboard to carr y out cer tain commands.

Command Shortcut key

Insert image CTRL + SHIFT + G

Insert document CTRL + SHIFT + D

Insert hyperlink CTRL + SHIFT + K

Insert table CTRL + SHIFT + T

Maximise editor CTRL + SHIFT + M

Search in text CTRL + SHIFT + F

Extend marking CTRL + SHIFT + + (on the number keyboard)

Shrink marking CTRL + SHIFT + - (on the number keyboard

Next marking CTRL + SHIFT + * (on the number keyboard

Previous marking CTRL + SHIFT + / (on the number keyboard



Right mouse button in editorBy using the right mouse button in the editor, you have access

to all the tools found on the toolbar and a few others. The

menu shown on the r ight appears when you right-click in

Editor. There are a number of functions in the right-click menu

which are not available as buttons in the editor. These

functions are briefly described below.

Paste/Paste unformattedThis command is used when you want to paste information

that you have copied/cut from another program. If you select

Paste , the text will be pasted with the format it had when it

was copied. If you select Paste unformatted, the text will be

pasted without format. The latter option should be used in

order to achieve a purely uniform appearance for your

website .

MarkThis command is used when you want to mark different areas

in the text. It may be marking ever ything, a paragraph, a table ,

a line and so on. The mouse can also be dragged to highlight

but it is sometimes difficult to know whether ever ything

required has been correctly selected. It can then be helpful to use the highlighting option on

the right mouse button.

InsertThe Inser t command can be used to inser t horizontal lines, images, bookmarks, links,

documents and tables. The horizontal line can be inser ted anywhere in the editor as a divider

between text paragraphs. The appearance of the line is determined by the format templates

set up for the website . The other functions are also available as buttons in the editor and are

described later in the manual.

TableHere you have the oppor tunity to add and delete rows and columns in tables. You can also

split or merge cells.

About...By selecting About... you can see which version of the editor you are using.



Text formattingYou do not normally need to spend time formatting text because EPiServer takes

care of formatting for you. Headings and text are managed by format templates in

EPiServer. Using the toolbar buttons, you can apply bold or italic styles to your text.

You can place text on the page by using the adjustment tools.

Formatting text using paragraph formatTo follow the graphic profile on

the website , you must always use

standard format templates. Find

the templates by clicking the drop

down list to the right in the editor

or the right mouse button and

selecting Format paragraph .

Formatting text using format templates:

1. Select the text to be

formatted.

2. Select the format you want in

the dropdown list or right click

the text.

3. If you have right clicked, select

Format paragraph.

4. Select the type of formatting

you want.

Delete formattingIf you have formatted a paragraph or marked a section with templates, fonts, colours or if

you have pasted in formatted text, you can delete all formatting from your text by using the

Delete formatting command.

Mark the contents in the editorOccasionally it may be useful to mark text for formatting,

creating links or similar. Marking is often carried out using the

mouse, by dragging, double clicking or similar. The editor

conver ts all the text that is entered into html coding. When

marking using the mouse it is sometimes difficult to be sure

that the whole html tag which has been created has been

marked. It then helps to be sure that the tags are included in

the marking. The r ight mouse button in the editor has a

special menu for marking complete sections easily.

Allmeans that all the text is marked.



Paragraphmeans that the paragraph you have right clicked in will be marked.

Expandmeans that the marking is expanded to include all the contents within the nearest

html tags. If you continue to expand the marking goes to the next tags at each expansion.

Shrinkmeans that the marking is shrunk so that the html tags which are fur thest away are

not included. Each time you shrink one tag less is marked.

Previousmeans that the previous html tag is marked.

Nextmeans that the next html tag is marked.

Tablemeans that whole table is marked.

Cellmeans that the cell is marked.

Rowmeans that one row in a table is marked.

Columnmeans that one column in a table is marked.

Tip!Shrink, expand, mark next and previous can be carried out using the shor t-cut

keystrokes. To shrink press CTRL + SHIFT + + (on number keyboard) To expand press CTRL

+ SHIFT + - (on number keyboard) To mark next press CTRL + SHIFT + * (on number

keyboard) To mark previous press CTRL + SHIFT + / (on number keyboard)

Copying text from other programsYou can copy text to EPiServer from any program you want. The impor tant thing is to paste

the text in the right way so as to follow the graphic profile of the website.

1. Select and copy the text in the program you want to copy from.

2. Switch to EPiServer edit mode and edit the page.

3. Right-click in Editor at the point where you want to place the text.

4. Then select the Paste unformatted in the right click menu.

5. The text is pasted into EPiServer without the formatting that existed in the previous program,

we call this unformatted. However, the text is formatted in EPiServer according to where you

paste it in the existing text. You can select headings and ingresses, etc. yourself.

However, do not paste in the text using CTRL+V, because then you paste it in with the

format it had from the previous program. There is then a risk that the graphic profile for the

website is not followed. If you have pasted in formatted text, you can right-click the text and

select Format paragraph - Remove formatting to erase all formatting from the text.



Formatting text using the Font buttonSelecting the Font tool opens the Font dialogue box. Here you can select font, style ,

size and colour. Remember that in the final analysis, it is always the visitor's computer

that determines what the page will look like . If you have chosen a font that the visitor

does not have on his/her computer, the page will be shown with a default font that the visitor

has in his/her web browser.

You can also format pages using the drop down menu lists in the editor.

TablesTables are used to create different

types of lists and forms. They can

also be used to achieve a neat

design if there is a lot of content on a page.

When you inser t a table , you select how

many rows and columns the table should

comprise, whether or not the table should

have a border and what the width of the

table should be. These values can be

altered later, so it is not essential to know

what your table will look like when you

create it.

TIP!To inser t a table press the shor t cut keystroke CTRL + SHIFT + T.



Marking in tablesThere are some tricks that enable you to mark the table , rows, columns or individual cells

quickly and easily using the mouse.

Select the entire tableby double-clicking on the border of the table. Selecting Delete when

the table is selected will delete the entire table .

Select one or more cellsby clicking on the left-hand border of the cell and holding down

the mouse button and dragging the cursor over the cell or cells you want to select.

Select an entire rowby clicking on the left-hand table border on the row you want to

select. If you hold down the mouse button and drag, you will select several rows.

Select an entire columnby clicking on the table border above the column you want to

select. If you hold down the mouse button and drag, you will select several columns.

TIP! If you are to select all , or par ts of, a table , r ight click and select and Mark and then the

section you want to select.

Table propertiesOnce you have created your table , you can tailor it to your requirements. For example, you

can change its position on the page, change the width of the cell limits and enter colours and

background images. These changes are made in the Table properties dialogue box, which you

can open by right-clicking anywhere in the table and selecting Table properties ...



The General tab

AlignmentUsing alignment, you can decide where on the page the table will be placed. Here you can

select to position the table to the left, to the right or have it centred.

Cell paddingCell padding is the distance from the edge of the cell to its content. The distance is given in

pixels. The default value for cell padding is 1 pixel. If you do not want any distance, you must

specify the value 0.

Cell spacingCell spacing is the distance between the cells in a table . The distance is given in pixels. The

default value for cell distance is 2 pixels. If you do not want any distance, you must specify the

value 0.

Height and width of the table When you inser t a table, you can set the width of the table in %. This means that you

determine what percentage of the page the table will take up. This value can be changed by

replacing the number in the Specify width box with a different number. Setting the height of a

table is not common practise , although it can be done. The height of the table is generally

governed by its content. It is best to always work using percentages when you want to work

on the size of tables in the Editor. This is because the main design usually contains a table , and

there can be a conflict between them if you set an inner table that is larger than the outer

one.

BordersWhen you use tables to achieve an attractive design with text and images suitably positioned

in relation to each other, it is unusual to want visible borders. If you want them, you can

specify a value in pixels for how thick the borders should be. Specify the value for border

thickness using the Size command.



It is also possible to specify what colour the border should be. You can select one of sixteen

standard colours from the list. If you do not want any of these, click the button alongside to

call up the Colour dialogue box, where you can select more or less any colour you want.

Using the Light border and Dark border commands, you can create a table with a three-

dimensional appearance. If you specify a light colour, the upper par t of the table will be that

colour. Also specify a dark colour ; this will appear on the lower par t of the table . In the

example below, Light border has been given a light blue colour and Dark border has been

given dark blue. The border of the table is 5 pixels wide. Remember that light and dark

borders can only be seen by those visitors who are using Internet Explorer as their web

browser.

BackgroundIt is possible to give the entire table a background colour. This means that you can have one

colour for the borders and a different one for the background. By choosing a colour from the

list or clicking the button alongside, you can select the colour that suits you best. It is also

possible to inser t an image as the background for the table . You can search for the image you

want to use as background by selecting the Browse... button. Remember that the image will be

repeated in the table if it is smaller than the actual table . Background images in tables can

only be seen by those visitors who are using Internet Explorer as their web browser.



The Advanced tabThe Advanced tab gives information about the table . The information is not displayed for

normal visitors but results in attributes in the table which make the data tables easier to read

by people reading the website using aids, such as text-to-speech synthesizers. This

information about cells, rows and columns must be given to follow the rules for accessibility.

Table headings

Using Table heading you can give the table a heading. This text is shown above the table.

Summary

Summary can be used to give a shor t description of the table contents.

See the example under the heading Examples of accessibility adapted tables .

Modify the number of rows and columns in a tableIf you have a table on a page that you want to modify at a later

point, click the right mouse button in Editor. Right-click in the

table , select Table , and then select one of the options available

for adding or deleting rows and columns.

Merge cellsIf you are to merge two or more cells in a table , select them

by dragging the mouse pointer from one cell to another and

then right-click. Select Table and Merge cells.

Split cellsIf you have previously merged two or more cells you can split them again. Right-click the cell

you wish to split. Select Table and Split cell horizontally or Split cell vertically.



Cell propertiesYou can determine the proper ties of various cells in the table , e .g. the width or colour of the

cell. Make the changes by r ight-clicking in the cell you want to change and select Cell

properties ...

The General tab

Horizontal and vertical alignmentYou can align the content in a cell by specifying various values in this function. You can centre,

left align or r ight align the content under horizontal alignment. Under ver tical alignment, you

can select to have the text at the top, in the middle or at the bottom of the cell.

Cell widthWhen you inser t a table in the editor the cells do not have any pre-determined size, each

column has a width determined by the contents of the cell. To change the width of the

column mark the column and indicate what percentage the relevant column should have.

Border coloursIt is possible to give a specific cell its own border colour. You can also give a cell a light and a

dark colour in order to achieve a more three-dimensional appearance. The light colour will

be in the lower par t of the cell and the dark colour in the upper par t. This gives the three-

dimensional appearance you are tr ying to achieve.



Background colourEach cell can have its own background colour. Specify the colour you want by choosing from

the list or by clicking the button and selecting the colour from the Colour dialogue box.

The Advanced tabThe Advanced tab gives information about the cells, rows and columns. The information is not

displayed for normal visitors but results in attributes in the cells which make the data tables

easier to read by people reading the website using aids, such as text-to-speech synthesizers.

This information about cells, rows and columns must be given to follow the rules for

accessibility. Those people who can see and read the website have no difficulties in reading a

data table . We can easily see which cell is the heading cell and read information from the X

and Y axes. For those people who read using accessibility aids it is not so straightforward.

The information in the cells must be defined so that it can be read. Read more about this at

http://www.w3.org/wai.

Cell type

Using Cell type you can indicate whether the relevant cell is a data cell or a heading cell.

Results in <th> when you have selected heading cell and <td> for a data cell.

Scope

Using Scope you can indicate whether the relevant cell is a row cell or a column cell. Applied

to those cells which will function as column or row headings.

Axis

Using Axis you can indicate one or several categories for the cell. This is used by various

accessibility aids where it is possible to read all cells with a cer tain category.

Headers

The attribute Headers allows a single cell to state which cell is the main cell for that single

cell. To understand which column or row heading that cell belongs to. The value given for a

header is the ID number given in the main cell.

ID

Using ID you can give an ID to the relevant cell.



Examples of accessibility adapted tablesAn example of what a table with attributes given for tables and cells. Fir st an image of what

the table looks like for those who can see it on the screen. No problems in seeing that

J.Dinnen had sugar with the coffee. Shown below is the html code which was generated by

the editor inser ting a summary of the table and gives the ID numbers and headers of the

cells. This is quite a simple table and the solution displayed below is mostly used for more

advanced tables where double headings are used for example. With the example below we

could have set Scope level with the column in the uppermost cells and achieved the same

result.

A text to speech synthesizer might read this table as follows:

Heading: Cups of coffee consumed by each senator

Summary: This table char ts the number of cups of coffee consumed by each senator, the

type of coffee (decaf or regular), and whether taken with sugar.

Name: T. Sexton, Cups: 10, Type of coffee: Espresso, Sugar : No

Name: J. Dinnen, Cups: 5, Type of coffee: Decaf, Sugar : Yes

If the editor did not give attr ibutes to the cells the text to speech synthesizer would not

understand that each cell belongs to a specific heading. It reads each row individually and

would have star ted with the fir st row, Name, Cups, Type of Coffee, Sugar. Then it would have

continued to the next row and read T.Sexton, 10, Espresso, No. This makes it almost

impossible for accessibility aids to understand a data table unless these attributes have been

given.

Search in textUsing the Search tool, you can search for words you have entered in the editor. Select

the Search button and the Search dialogue box will open. Enter the word you are

looking for and specify whether you want to search for only whole words and



whether it makes any difference if upper or lower case letters are used. Close the window

when you are satisfied with the search.

TIP!Search can be opened using the shor t cut keystroke CTRL + SHIFT + F.

Spell checkEPiServer suppor ts spell checking provided that you have Microsoft Office 2000 or

later with spell check installed on the computer you are working on. To check if you

have installed client software for integration with Office select the tab client software

on the star t page in the editor mode. Read more about this under Personalise EPiServer.

If you want to check par ts of a text, select the relevant section and then select the Spell check

tool. If you want to check the entire text, simply position the cursor in the text before

selecting Spell check. The dialogue box appears and you can choose whether to ignore or

accept proposed changes.

Show/Hide HTML codeIf you are proficient in the use of html, you can switch to html mode and create your

page by writing html code. You can also make minor adjustments here to get the page

exactly as you want it.

Maximise editorUse Maximise to expand the size of the field when working with large amounts of text

and images. Restore the editor to the or iginal size by clicking the button again.

TIP!You can maximise the editor by using the shor t cut keystrokes CTRL+SHIFT+M.



Insert imagesIn order to be able to display images on a page, those images must be stored on the

web ser ver. Many organisations have set up an image archive, containing images that

you can use for your pages. Others allow you the free use of your own images. The

procedure for uploading an image varies slightly, depending on which method your

organisation has adopted. Check with your system administrator to find out what the

procedure is in your organisation.

Unlike many other computer applications, a web page does not embed images. Instead, it

uses a link to the image and location of the web ser ver upon which the image is stored. This

means that if you delete an image from the web ser ver it will also disappear from the page.

Insert images from an archive on the web server1. Position the cursor over the place in the Editor where you want to insert your image.

2. Select the Insert image tool.

3. The Insert image dialogue box is shown. On the left-hand side you can browse the folder

containing your images by clicking the name of the folder. Once you have selected the folder,

your images will appear in the right-hand pane of the window.

4. Select the image by clicking its name. If you click the thumbnail, you will see its actual size.

5. Insert an alternative text for the image in the Image text field.

6. Select Insert and the image will be linked to the page.

For a variety of reasons, some people browsing the web will not be able to see the images on

your website. Many people disable the display of images when browsing the web if their



modem connection is slow. People who are visually impaired can "read" web pages using

various technical aids, but images are often difficult to "read". In order for both these groups

of people to be able to understand what the image represents, it is impor tant to provide an

alternative text descr iption of images in words. You can enter the descr iption of the image in

the Image text field.

Insert an image directly from the file managerYou can inser t an image directly from the file manager onto the page by dragging and

dropping.

1. Edit the page and open the file manager by selecting File manager in the tool bar.

2. Browse forward to the image you want to insert.

3. Mark the image and drag the image to the desired place on the page.

4. The image is now displayed on the page.

Upload images from a computer to the web serverIf the image you want to use is stored on your computer’s hard disk or some other network

unit and has not already been loaded on the EPiServer, you must upload the image to the

web ser ver. When you inser t an image, it is impor tant that you have the folder open where

you want the image to be stored. You can also upload images via EpiServer’s file manager.

1. Position the cursor over the place in the Editor where you want to insert your image.

2. Select the Insert image tool.

3. The Insert image dialogue box is shown.

4. Browse for the folder where you want to inser t your image. Each page on EPiServer has an

individual folder to which you can upload images. Select the Page folder. You can also create

your own folder to which you can upload files. You can read more about this under File

management in EPiServer.

5. Select Browse...

6. Locate and select the image file you want to use on your page.

7. Select Open.

8. Insert an alternative text for the image in the Image text field.

9. Select Insert to link the image to the page at the same time as it is stored in the selected folder.

Delete an image from the pageIf you want to delete an image from the page, select the image and press Delete . The image

disappears from the page, but is not deleted from the web ser ver. You can read about how to

do this under File management in EPiSer ver.

Replace an image on the pageIf you want to replace an image on the page, highlight it and attach a new image in the same

way as in the example above. Remember that if you upload a new image with the same name

as an ear lier image to the same folder, the new image will also replace the old image on the

web ser ver.



Placing an image next to textYou can position an image neatly in relation to the text using the Image properties option. You

will find the option under the right mouse button in the editor.

1. Write the text in Editor as normal.

2. Insert the image in the location in the text where you want to place your image. Position the

image before the text paragraph where you want to have your image, regardless of whether

you want the image to the left or to the right.

3. Right-click the image and select Image properties. The dialogue box for image properties is

displayed.

4. The option Align in the top left hand corner enables you to select whether you want to place

the image to the right or left of the text. You can also choose ver tical alignment by selecting

top, middle or bottom.

5. The option Border width, allows you to choose the width of the border around the image in

pixels.

6. The option Horizontal/Vertical gap allows you to choose how far from the image the text will

be displayed. The value is given in pixels.

7. The option CSS class allows you to select a special appearance for your image, the options in

the drop down list differ for different websites.

8. Size allows you to change the display size of the image. Remember that the image is not

compressed, which means that only the display size is changed.

9. UsingInformation you can change the image and use Other text for the image.

10. Select OK.

11. The image is displayed with the text around the image. See the example below.



Replace an image on the web serverIf you want to replace an old image on the web ser ver with a new one, the images must have

the exact same name and be stored in the same folder.

1. Select Insert image in exactly the same way as in the example given above.

2. Browse for the folder where the image you want to replace is stored.

3. Select Browse...

4. Locate and select the image file that has the same name as the one you want to replace.

Select Insert and the image is inserted onto the page and replaces the old image.



Insert documentIt is quite common to link to different types of documents from one website. This

means you can link to pdf documents, Word files etc. Linking to documents is done in

more or less the same way as inser ting images, except that the result of the inser tion

is a link.

1. Highlight the word in Editor that will form the link.

2. Select the Insert document tool from the toolbar.

3. The Insert document dialogue box appears. On the left-hand side, you can browse the folder

containing your images by clicking the name of the folder. Once you have selected the folder,

your files will appear in the right-hand pane. If you want to select one of these documents,

click the file name and then proceed to step 8.

4. If you want to upload a new document to the web server, browse to the folder where you

want to place your document. Each page on EPiServer has an individual folder to which you

can upload files. Select the Page folder.

5. Select Browse…

6. Locate and select the file you want to use on your page.

7. Select Open.

8. The Text field contains the text that will form the link. The text you highlighted before you

selected Insert document. You can change this if you want to, but then the text in Editor will

also change.

9. In the Link title field, enter the text which is to be shown as tip for the link. Information which

is impor tant for visitors reading the site using different accessibility aids.

10. Specify how the document will be opened in the Target frame option.

11. Select Insert to link the document to the page at the same time as it is stored in the selected

folder. The link is shown with a yellow background in the editor.



When you link to documents, you can link to any type of document. The only thing

controlling whether visitors on your site can open the document or not is whether they have

the required program installed on their computer. When this concerns a public website , it is

quite difficult to know which software is installed. It is therefore common practice to use the

pdf format. This format is read using Acrobat Reader, an application that can be downloaded

free from the Internet. However, when it comes to intranets it is often fair ly easy to know

what kind of software users have installed on their computers, so therefore you can often link

to Word, Excel, and PowerPoint documents.

Avoid using å, ä, ö, special characters and spaces in link names/file names as some web

browsers are unable to interpret the name correctly, which results in an error message being

displayed.

Insert a document directly from the file managerYou can inser t a document from the file manager directly onto the page by dragging and

dropping.

1. Edit the page and open the file manager by selecting File manager in the tool bar.

2. Browse forward to the file you want to inser t.

3. Mark the file and drag the file to the desired place on the page.

4. The file is now linked on the page and the text which is displayed is the search path to the file.

If you wish to change it, position the marker in the text and select Insert document. Change the

text in the Textfield and select Insert.



LinksIn the EPiSer ver custom link tool, you can create links to internal pages, external

pages, e-mail links and bookmarks. Clicking the Inser t link tool opens the link option

dialogue box. Here you will find a number of different views that are used depending

on the type of link you want to create.

Link to page on another websiteIf you want to link to a page at another location, e .g. websites on the Internet, you must use

the Page on another website view.

1. Highlight the word that will form the link.

2. Select Insert link.

3. Select the Page on another website view.

4. The text that will form the link can be seen in the Text field. You can change this if you want.



6. In the Address field, enter the address of the website to which you want to link.

7. In the Target frame field, you select how the link is to be opened.

8. Select Insert.

9. The link is shown in the Editor with a yellow background.



Link to a page on EPiServerIf you want to link to a page on your own website, i .e . a page that exists in EPiServer, you

must use the Page in EPiSer ver view.



3. Select the Page in EPiServer view. The tree structure of the website is shown on the right-hand

side.





7. In the Select page field, highlight the page you want to link to in the tree structure.

8. Select Insert.




Link to e-mail addressCreating a link to an e-mail address makes it easy for visitors to your website to send e-mail

to you. When a visitor to your website clicks on the link, their e-mail client opens and the

address that you have specified is automatically entered in the address field of the e-mail.



3. Select the E-mail address view.




6. In the E-mail field, enter the e-mail address to which you want the link to take you.

7. Select Insert.




Link to a file on another serverLinking to files on other ser vers is the least used linking method. This is par ticular ly true of

public websites. However, on intranets it is more usual to link to documents or files, which

are stored on a shared file ser ver. Remember to always specify the search path to the file ,

star ting with the name of the ser ver and then the search path through the folders to the file .



3. Select the File on another ser ver view.




6. In the Address field, enter the search path to the file that the link should point to.


8. Select Insert.




Link to a place on the same pageSometimes it can be practical to be able to link to a place on the same web page, e .g.

if you have a long piece of text that is divided into several different headings. In order

to be able to link to a specific place on a page, you must add a bookmark, also known

as an ‘anchor’, so that the web browser knows where it should go.

Insert bookmark1. Select the text where you want to place a bookmark.

2. Select Insert bookmark from the Tools menu.

3. Enter a name for your bookmark. If possible, avoid using å, ä, ö, special characters or spaces.

4. Select OK.

5. The bookmark is shown in the Editor with a yellow background.

.

Change/Delete bookmark1. Place the cursor in the bookmark

2. Select Insert bookmark from the Tools menu.

3. Change the text on your bookmark or, if you want to delete the bookmark, delete the text.

4. Select OK.

Link to a place on the same page1. Highlight the word that will form the link.


3. Select the Bookmark on current page view.




6. All the bookmarks on the page are listed in the Select bookmark field. Highlight the bookmark

you want to link to.

7. Select Insert.




.

Link to bookmark on another page1. Create the bookmark or bookmarks which you want to link to on the first page. Note the

bookmark name you are using.

2. Edit the page you want to link from. Mark the text to create the link and select Insert link in

the toolbar.

3. Select the Page in EPiServer view, select the page you want to link to and select Insert.

4. Place the cursor in the link which is created and select Insert link in the toolbar.

5. Select the Page on another website view. The link that is created is shown in the address field.

Place the cursor after the text and type # (hash, Shift+3) and the name of the bookmark you

want to link to.

6. Select Insert.

If you want to link to a page with the ID number 57 and to a bookmark called ‘Write’, the

link in the address field could look like this: /templates/Page.aspx?id=57#Write .


Version management | 55

Version managementEPiServer allows you to work with multiple versions of the same page. All pages which you

change which have previously been published are saved as a new version. This means that you

never overwrite a page, because a new version of the page is always created. You then have

the oppor tunity to access or re-publish older versions if necessar y.

All versions of the page you have made are stored under the Version list tab. The most

recently published version has Published version status, and it is always this version you

come to when you select the page name in the tree structure. Pages you have saved but not

published have the status Not ready. Pages that have been published have Previously published status. Pages that are waiting to be published by an issuer have the status Ready to publish . A version which is to be published at a par ticular time has the status Delayed publishing .

If you want to edit a previously saved version, choose theSelect button after the version and

then choose the Edit tab.

The number of versions stored in the list is a system setting in EPiServer. Contact your

system administrator to find out what is applicable to your website.

Delete old versionsYou can delete a version of a page you do not want to save using the Delete button. For

example, it might be appropriate to delete an old version containing a few spelling mistakes.

It is unlikely that you will want to publish this page again. By deleting old versions, you make

the list of your versions easier to review, at the same time not burdening the database with

unnecessar y information.

Comparing versionsIf you have forgotten which version is which, you can easily compare a version with the one

that is now selected. The selected version has a white background. Select a version by

clicking the Select button. To compare a version with the selected version, click the Compare

button after the version you want to compare with. Both versions open in their own

windows, allowing you to see both the differences and similarities.

Delayed publishing of a versionIt is possible to publish a version in EPiServer for a pre-determined time.

1. Star t by creating a new version of the page. Make your changes and select Save and View.



2. Submit the version for publication by selecting Ready to publish.

3. Select Version list. The version list displays all the versions of the page. A button with the name

Time publish is displayed after the version that you have decided to delay publishing. Select this

option and enter the date and time for Start publish. Also select the alternative Check this box

to enable delayed publishing.

4. Select Save. Your version will be published on the date and at the time you specified. The

version which is published before this will be automatically unpublished.

If you regret the settings for delayed publication they can be deleted by selecting the

Scheduled publishing button again and unmarking the Check this box to enable delayed publishing.

Conflict between versionsIf two people edit a page simultaneously, the system will warn the users of a conflict in

connection with the publishing of the page. This will occur if a person has edited a page at

the same time as someone else . The fir st person to publish the page will not receive a

warning. However, the second person will receive a warning when he or she publishes the

page. A window appears and the editor can select which of the two versions should be

published. Select Save and view to preview the new version created.


File management in EPiSer ver | 57

File management in EPiServerEPiServer has its own file management where you can create folders, copy, move and rename

both folders and files. You can upload files and set search criteria for the files. You can search

for files using the integrated search function. There is also an option to set access rights for

different folders, so that each editor can see the folders for which he or she is authorised.

All the information that you want to show on your web site must be saved on the web ser ver

or a data source to which visitors have access rights. You must therefore upload all pictures

and documents which you want to show on your pages to the data sources which are linked

to your website . When you upload files you have stored in a different location, the files are

copied to the web ser ver. You can upload files by using the file manager or directly from the

dialogue boxes, Inser t image and Inser t document .

Open file manager by selecting the File manager in the toolbar or by first opening the action

window and then selecting the file manager.

WindowThe File manager is always opened in the Action window on the right in the web browser.

This means that you can have the file manager open while you are working on a page on the

left.

Different starting points/data sources which are linked to you website. The folder selected page is the folder for the relevant page.

My favourites are the folders which you have set as your favourites.

Toolbar for various functions

The name of the folder concerned.Select to show thumbnail images

Folders and files in the relevant data source. Information on the size and date of the relevant file. .



Right mouse button in the file managerThe menu which is opened when you right-click in the file manager is a

central par t of executing various operations in the file manager. The

various functions that are available are shown in a darker colour. The

inactive ones are shown in a paler colour. In order to activate some of

the functions, you must right-click the folder or file name in the file

manager.

The options Delete , Cut , Copy and Paste can be used on both folders

and files.

Search for folders and filesSearch for folders by selecting Search in the left-hand border or in the toolbar. Enter your

search criteria and select Search .

Working with folders

Create folderCreate a folder by selecting Create folder in the toolbar or on the r ight-click menu. Fill in the

name of the folder and select Save . The folder is created as a sub-folder of the folder in

which you chose to Create folder. If you right-click on a folder and select Create folder, the

folder is created as a sub-folder of the folder you right-clicked on.

Open folderOpen a folder by clicking on the folder’s name.



Delete folderDelete a folder by right-clicking on the folder’s name and selecting Delete . Confirm that you

actually want to delete the folder by answering Yes to the question which follows.

Rename folderRename a folder by right-clicking on the folder’s name and selecting Rename folder. Type in

the new name and select Save . Remember that any links to files in the folder could be lost.

You will always receive a warning with links to the pages which use files in the folder. Make

sure you change any links when you have renamed the folder.

Add folder to My favouritesAdd a folder to My favourites by right-clicking on the folder’s name and selecting Add

favourite . The folder is added to your favourites on the left in the file manager.

Change access rights to folderChange the access right to a folder by right-clicking on the folder’s name and selecting Change

access rights . In the window are the groups/users who have access rights to the folder.

Change by Add group/user and select the access rights that the group is to have. Finish by

selecting Save. If a page has cer tain rights the folder for the page has the same rights.

Move folderMove a folder by right-clicking on the folder name and selecting Cut . Open the folder to

which you want to move the folder, r ight-click and select Paste . Remember that any links to

files in the folder could be lost. You will always receive a warning with links to the pages

which use files in the folder. Make sure you change any links when you have moved a folder.

Copy folderCopy a folder by right-clicking on the folder name and selecting Copy. Open the folder to

which you want to copy the folder, r ight-click and select Paste .



Working with files

Add fileUpload a file to a folder by selecting Add file in the toolbar. Select Browse and search for the

file you want to upload. Enter information on the file in the various fields and select Add.

Show file summaryShow the information on a file by clicking on the name of the file or by right-clicking and

selecting Show fi le summary. The file and the information which has been entered are shown.

Here, you can also access information on the pages on which the website the file can be

found, either as an image or as a link.

Edit file summaryEdit the file information by selecting Edit f ile summar y in the toolbar or by r ight-clicking on

the file name and selecting Edit file summary. A number of fields for describing the file can be

completed. Select Save when you have added to/changed the information.

Open fileOpen a file by selecting Open in the toolbar or by right-clicking on the file name and selecting

Open file . The file is then opened in the program in which it was created. This means that you

must have this software on your computer in order to open the file . How the file is opened is

a setting issue on your computer.

Rename fileRename a file by selecting Rename file in the toolbar or by right-clicking on the file name and

selecting Rename file . Type in the new name and select Save . Remember that any links to the

file could be lost. You will always receive a warning with links to the pages which use the file .

Make sure you change any links when you have renamed the file.



Replace a fileReplace one file with another by uploading a new file with the same name as the file you want

to replace.

Delete fileDelete a file by selecting Delete in the tool menu or by right-clicking on the file name and

selecting Delete . Confirm that you actually want to delete the file by answering Yes to the

question which follows.

Move fileMove a file by right-clicking on the file name and selecting Cut . Open the folder to which you

want to move the file , r ight-click and select Paste . Remember that any links to the file could

be lost. You will always receive a warning with links to the pages which use the file . Make sure

you change any links when you have moved a file.

Copy fileCopy a file by right-clicking on the file name and selecting Copy. Open the folder to which you

want to copy the file, r ight-click and select Paste .

Mark several files at onceYou can mark several files in the file manager at once. If you hold down CTRL at the same

time as you click on the files you can mark several pages at the same time.

Insert images and files directly from the file managerYou can place images or links to a file on a page directly from the file manager by dragging

and dropping the file in the page. Star t by editing the page at the same time as you have the

file manager open to the right. Mark the file you want on the page and drag it to the desired

place on the page.

If you drag an image into the page the image will be displayed. If it is another type of file a link

with the same name as the file and a search path will be created. Using Inser t image/document,

you can decide then change the name of the link.



EPiServer toolbarIn the toolbar you will find a number of built-in tools, which are used to work on the editing

of your structure and your pages. Some icons are occasionally blacked out, which means

either that you are not entitled to use this tool or that it has not yet been activated.

Many of the tools found on the toolbar can also be accessed from the right-click menu, which

appears when you right-click a page in the tree structure.

The tool menu on the right mouse buttonUsing the right mouse button in the tree structure gives

you easy access to the functions in the tool menu.

From here, you can also directly edit a page without

selecting the Edit tab after you have displayed the page.

You can also add the page to your favour ites. This

enables you to quickly access your pages and means you

do not have to search in the tree structure.

New pageAll menus and structures in EPiServer are built up by creating new pages. To create

a new option in a menu you simply create a new page. The menus are then

dynamically built up of the pages on the website.

1. Select the page in the structure under which you want to place your new page.

2. Select the Create new page tool.

3. Select the page template you want by clicking its name.

4. The new page is opened in edit mode and you can fill the page with content.

New page Access rightsDelete

Cut Paste

Copy File

DynamicProperties

Admin modeAction window

Help in management EPiServer


EPiSer ver toolbar | 63

Cut/PasteUsing the Cut tool, you can move a page in your structure to a different location.

Select the page you want to move and select the Cut tool. Select the page to which

you want to move your page. Then select the Paste tool. If you interrupt the

operation before you have chosen to paste , nothing will change on the website .

Remember that this will also move all sub-pages.

Copy/PasteYou can copy pages using the Copy button in the toolbar. Highlight the page you

want to copy and select the Copy tool. Select the page to which you want to copy

your page. Then select the Paste tool. A new, identical copy of the copied page will

now be placed at the chosen location, after which the page can be edited.

Remember, all sub-pages are also copied.

DeleteYou can delete pages from your website using the Delete button in the toolbar.

Select the page you want to delete and select the Delete tool in the toolbar.

Remember that all under lying pages will also be deleted. Once you have deleted a

page, it is sent to the recycle bin.

Dynamic properties for a pageUsing the Dynamic proper ties tool, it is possible to customise functions in the

website so that they apply to a par ticular page and its sub-pages. Cer tain

proper ties are the same on many pages, so it becomes troublesome to have to fill

them in on ever y page. Using dynamic proper ties, you can store a proper ty on one or more

pages simultaneously. The different dynamic proper ties that are available var y considerably

depending on the type of website you have built up and which functions you want.

For example, you can set the standard search words that are to apply for a page. This is used

to make it easier for search engines to find the page and index in the most appropriate way.

These search words may need to be different depending on which page they relate to. The

page about our products should perhaps have different search words from the page

containing contact details. By entering a few search words and selecting Save , you can store

par ticular search words for the page in question. If the check box beside the field is selected,

the search words you have specified are also saved for all the sub-pages below the page you

have selected.



To find out which values apply to a par ticular page, you can point to the various symbols by

the input box under dynamic proper ties and find out about the value by means of help text.

* The proper ty in this field is defined on the page you have selected and is displayed in the

field.

? The proper ty in this field has no value.

^The proper ty in this field is defined on a page higher in the structure, and the value is

displayed in a help box by pointing to the symbol. The number of the page where the

proper ty is stored is shown in square brackets. The stored value is shown after.

If you opt to save a new value for a dynamic proper ty, the value is saved for the page you

highlighted before you selected Dynamic properties . If you also want the value to apply to all

sub-pages of the selected page, select the check box to the left of the input field. Then save

the new value from the page you have selected and on all its sub- pages.

Page access rightsIn EPiServer it is possible to assign visitors different levels of authorisation for the

website . This means that you can display cer tain pages to a par ticular visitor, but

hide the same pages from others. If a visitor is not entitled to read a page, this

visitor will not see that page in the menu. This means that the visitor will not actually be

aware that there is information on the website he/she is not allowed to see.

To set access rights for a page, begin by selecting the page and then select the Access r ights

button in the toolbar. This will open a page from which you can opt to set access rights for

either a group or for par ticular individuals.

When you open the page, you can see which groups and individuals currently have various

access rights for the page in question. By selecting Add group or Add user you can display

more groups and individuals in the list.


EPiSer ver toolbar | 65

By selecting the check boxes, you can delete or set access rights for various groups and

individuals. If the check box is selected, it means that the group or individual is entitled to do

what is displayed. If the box is empty, these access rights have been denied. For example, if

you do not want the group Everyone to be able to read the Welcome to EPiServer 4 page,

they should not have a check in the box under Read . Once you have assigned the access

rights that are to apply for the page in question, select the Save button at the top of the

window.

Action windowThe Action window in EPiSer ver can contain

different functions depending on how your

website is constructed. The aim of the Action

window is to allow you, as editor, access to other par ts

to work with at the same time as you work with

content in EPiSer ver. Which par ts those are, depends

on how your website is constructed and which functions

and modules you have implemented. When you select

the Action window in the toolbar, the window appears

on the right in the web browser. You can hide the

Action window by selecting Hide in the right-hand

corner or the button in the toolbar.

You star t a function by selecting the grey link containing

the name of the function. To return to the Action

window, select the Action window text at the top of the

tab.

In a standard EPiServer installation there are four functions in the Action window; these are,

Activate a workflow, Display the flows that I own, Fi le management and Create new task. Read

more about how to use the different functions in the Editor’s manual.



File managementSelecting the File manager tool will open EPiServer’s own file manager in the action

window on the right of the window. You can work with files like a normal file

manager on your computer.

Admin modeUsing the Admin mode tool, you can access all of the system’s administration pages.

To access administration, you must have administrator access rights. In

administration, you have the oppor tunity to set overall access rights, create

workflows, create new users and new page types/templates, and much more.

Help in EPiServerEPiServer features a help function containing texts similar to this guide. Should you

become stuck on a par ticular stage, you can get a few pointers by clicking the Help

tool. The question mark icon is not only present in the tools menu, but also

appears on various pages in EPiServer. By clicking the button on a specific page, you

receive help about the par ticular area you are using when you click the button.


Tabs in edit mode | 67

Tabs in edit mode

InformationAll page templates contain a number of different tabs in which different settings can be made

and information can be entered. What is contained under each tab is entirely dependent on

what functions you want that par ticular page template to have. The number of tabs can also

var y, depending on page template . It is also possible to change the tabs that are available and

the information that is to be included under each tab. This, however, is a job for your system

administrator. Below is an explanation of the Ordinar y web page template , which often forms

the basis for other page templates.

Default valuesThe system administrator for your website is able to enter default values for the various fields

you can fill in. This may mean that the heading field is already fil led in, or perhaps that the

date for publishing is fil led in automatically. If your system administrator has chosen to work

with default values, it is often a sign that he wants to help and make things easier for the

editors without restricting them. This means that, as an editor, you can also change the preset

values if you choose.

NameType the name of the page you create here. This name is also the name that will be seen in

the website menu. The name will also appear as a heading on the page.



Start/stop publishIt is possible to make the page you create

public for a specific period of time. You do

this by specifying the dates and times between

which the page should be displayed, e.g. 2001-

04-01 08:00 up to and including 2001-04-30

16:00. Selecting the button next to the input

field brings up a calendar in which you can

select relevant date and time. If you leave the

fields empty, the page will be published

immediately and remain visible on the website

for an indefinite period of time.

In such instances, you must manually delete

the page if it is to be taken off the website .

You can also use just one of the fields if you

want to set either a star t date or an end date.

Don’t forget to click the Publish button after

you have saved the page. Otherwise, the page

will never be published. Even though you click publish immediately after saving the page, it

will not become public until the selected date and time are reached.

Mark the page as changedIn EPiServer, the date when pages are saved is used on a number of different occasions. One

example of this is subscription, when the page is sent as par t of a news item in a subscription

package. However, it’s not always relevant to emphasise that a page has been modified. For

instance, it may have been necessar y to modify the page in order to make minor layout

changes or correct spelling mistakes. In this instance, to let EPiServer know that you have

made extensive changes to the content of the page, you must select the Mark page as

changed check box. The system will then include it in the next subscription dispatch.

IntroductionIntroduction is used when you want to emphasize things a little more. Introduction is usually

only seen in listings on various pages, e .g. the star t page.

EditorIn this field you create what is to be displayed to the visitor. In shor t, you could say that this

is where you create the content of your pages. In Editor you can work with text and images.

You can create links and add images. Read more about the Editor under the heading Working

with the information .

WriterThis is where you enter the name of the individual who created the page. The name is also

supplemented with the date and time the page was last marked as modified when it is

published.



Advanced information

Display the page in menusIt is not always relevant for all the pages on a website to be included as options in the menu.

By de-selecting the Display page in menus check box, the page will not be visible in the menu.

This function may be suitable for forms or other pages that do not need to be present in

menus but are instead accessed through links from other pages.

CreatedDate and time when the page was created, does not normally need to be changed.

Sort orderThe sor t order specifies how the pages are to be sor ted in menus. When you select the

sor ting order, you control the order of all sub-pages below the page you are editing. Here,

you can either select to sor t alphabetically, according to the way the pages were created or

according to the sor ting index. You can also select to sor t by the date when the page was

published, in descending or ascending order.

Sort indexIf you have chosen According to sorting index as the Sor t order on a page, you must assign all

its sub-pages a number, index, so that the system understands the order in which the pages

should lie . The page with the lowest number is sor ted so that it comes at the top of the

menu. The standard number for all pages is usually 100. If you create a page that you want

placed before other pages in the menu, assign this page a number lower than 100, perhaps

90. If you want it to be sor ted after other pages, give it a number higher than 100, such as

110. It is always a good idea to work in at least 10s. If, in the future, you should want to enter

a page between two others, this can be done simply and easily without having to change the

sor t index for all the pages. Remember, the sor t index is only used when you have chosen

According to sor t index Sort order on the parent page.



Language encodingMany EPiServer templates contain words that cannot be changed. These include buttons and

form response messages. If you create a page in a language other than that set as the system

language, you will need to encode the page so that the text is displayed in the correct

language. EPiServer comes as standard in five languages. Your system administrator can add

more languages to the list if you want to translate texts into multiple languages.

Archive to pageIf you are using publication dates, star t and end publication, this allows you to specify where

the page is to be placed when the end publication date arrives. For example, you may only

want news to be shown for two weeks on the home page, and then to be archived under the

News archive page. To do this, create a new page and call it news archive. Once the news

archive page has been created, select the page in the Link to page dialogue box and select

OK. This proper ty is inherited by all under lying pages. This means that you do not have to set

it on all pages which are to be archived, only the main page.

Dialogue box - Link to pageThe Link to page dialogue box appears

when you attempt to collect

information from another page in

EPiServer. This box appears for various

options in EPiServer and has various

functions. In the Link to page dialogue

box instance, the entire structure in

EPiServer is displayed from which you

can select your page and carr y out the

operation.

Simple address for this pageWhen pages are linked in EPiServer, they are assigned an address that can prove difficult to

remember and which you may want to avoid using in a marketing context. Simple address for

this page allows you to create a link so that visitors can access the page using an

understandable address. If, for example, you enter /products in the field, visitors can enter

http://www.company.com/products in the address bar of their browser and jump straight to

this page.

This function also works if you enter the name of the page after the website address. For

example, if I have a page called News, I can enter http://www.company.com/news and come

to the right page without having to enter a simple address. EPiServer fir st searches pages that

Links to the page currently active. When listing, pages underlying the page you are on are retrieved

Delete any link/listing

Confirm the operation

Cancel



have a simple address. If it does not find a page with that address it will search on the name

of the page. If several pages have the same name, the page found fir st will be displayed.

Fetch listing fromIn many cases, it is useful to be able to create a list of other pages, par ticular ly when listing

news or links. In such instances, a list is created containing all pages beneath a page in the

structure, e .g. news. The list displays the name of the page, the puff text and a link to the

page where you can read more. Selecting the button next to the box creates a listing. This

opens the Link to page dialogue box. Highlight the page you want to fetch the listing from and

select OK.

Display number of pages in listOnce you have created a listing, it may not always be the case that you will want to display all

the records in the list. One of the areas in which this could apply is news listings. In such

instances, it may be appropriate to display only the five most recent news items. To do this,

enter five in the Display number of pages in listing field. If no value is entered in this field, all

pages will be displayed in the listing.

Type of page in listingType of page in listing is used to determine the page types that may be listed on the page. If

you have many different page types under the page from which you are listing, the listing will

only compr ise those page types you have specified in this field.

Page descriptionIn order for Internet search engines to be able to find pages on a website and display them in

their hit lists in an appropr iate manner, 'metatags' are used. It is possible to write a

description of the page. This is the text that is displayed in the search engine hit list under the

link to the page. In the Page description field, you can specify the description that the page in

question is to have.

Standard search words for pagesWhen Internet search engines search through a website to see what information is there,

they initially search for 'metatags'. It is possible to specify different search words to suit the

page. This enables the page to be found more easily and is placed higher up in the hit list if

the word the visitor is looking for is one of the page's search words. In the Standard search

words for pages field, you can specify search words that are appropriate for the page in

question, separating them with commas.

Activate subscriptionBy selecting this check box, you give the visitor the oppor tunity to subscribe to receive

notification when any of the pages under the main page are updated or when new pages are

added to the site. For example, if you have a page for news under which you create news

pages, subscribers will receive an e-mail message containing links to the new news pages. In

order for the user to receive this information, he/she must have registered for a subscription



on a special page. Read more about this in the sections entitled Working with different page

templates and Subscr iption .

Categories

CategoriesIf you use categories, marking information, select the category/categories under this tab to

which this information belongs. It is then possible to list or search for information pages on

the basis of the category they are marked with. Your system administrator can add more/

change categories.



Shortcut/external linkThe Shortcut/external link tab is used to create different types of links in the menu tree.

Normally, you create a page to which the visitor comes if he/she selects the link in the menu.

However, it may occasionally be appropriate to make other types of links, for example linking

to external pages or creating links to pages within your own website .

Normal linkThis is the default value, i.e . a link that displays the information you created under the

Information tab. By selecting this, you also reset the page after using other types of link.

Shortcut to a page on EPiServerShort to a page on EPiSer ver is used to link to another page on EPiServer. This then becomes

a direct link to the page you select. When the visitor selects this link, he/she is transferred to

the page you have linked to and its associated menus.

Fetch data from page on EPiServerFetch data from page on EPiSer ver is the same type of link as Shor tcut to page. The difference

is that instead of being moved to the page you link to, you retrieve information to the page

you are on.

The visitor remains on the same page, which also retains the same structure. This function is

extremely practical when building cross-structures in a website . You can use the same

information in several different contexts.

Link to page on another websiteLink to page on another website is used to link to an external page on the Internet or to a

document on the ser ver. Remember to include the whole address, including http://. By



clicking the button beside the field, you open the link tool in which you can create links as

normal. You can link to documents, e-mail addresses, etc.

No linkNo link is used if you want this page only to constitute a heading in the menu and not display

any information or link to another page.

Target frameIn Target frame , you specify how the link is to be opened. This is primarily useful if you have a

website that uses frames. It is also common practise to open external links in a new window.

Portal settingsThe Portal settings tab can be found on page templates that have been adapted for displaying

their content in a por tal section in a large por tal (framework). If you select to display the

page in por tal mode, cer tain elements of the page, such as menus, page headers, etc., will be

deleted upon publication. This enables the page to fit the por tal view. You can find out more

about por tals and different settings in the sections Work with different page templates and

EPiSer ver portal .


Publish from Microsoft Office | 75

Publish from Microsoft OfficeIf you have documents created in the Office programs Word, Excel or PowerPoint these can

be published directly from Office to EPiServer. For this to work, you must install client

software on your computer. This gives you a button in the Office programs called Publish to

EPiSer ver. Read about the software installation under Personalise EPiSer ver - Client software .

In the standard installation of EPiServer there are two methods of publishing from Office .

Either you can publish so that the content of the document is conver ted to EPiServer pages

which one can then maintain either from EPiServer or from Office . When this method of

publishing is used the contents are filtered so that formatting etc. is peeled away and the

design follows that of the website as closely as possible . This filter can be adapted for each

separate website so it may be different to the one you are working on.

In the standard installation, information can also be published to a special page template in

EPiServer. The content is not filtered, the EPiServer publishes when the html is generated by

Office.

Publish from Office to any page template in EPiServer1. The document is written in Microsoft Office. When the document is ready for publishing it

must be saved first.

2. Select Publish to EPiSer ver in the toolbar.

3. The dialogue box to publish to EPiServer is opened. All the websites to which you can publish

are shown together with their tree structures. Select the page where you wish to create your

new page. Select Next.



4. Select which template you will create the new page on. If the template to be created on the

website is determined by the selected menu you cannot select another template. Select Next.



5. Depending on which template has been selected cer tain fields must be filled in. For example

name of page, date of publication etc. The name of the page is automatically retrieved from

the document name, but you may change it if you wish. When the field has been filled in,

select Next.

6. The page is filtered and converted to EPiServer format. Select Save and view to preview the

page in EPiServer.

7. A preview of the page is shown and you can choose to Publish the page.

The page is now created in EPiServer and any images have been saved in the page folder. The

page can be maintained from EPiServer if you want.



There is a dynamic proper ty which can be stored in the section of the tree that the page has

been published on. If this is the case the page can also be updated from Word. If you open

the document and select Publish to EPiSer ver you will receive a message stating that the

document has already been published to EPiServer and that you can choose to make a new

version of the previously published page or create a new page.

Publish parts of a documentYou can choose to publish par ts of a document by fir st marking those sections of the

document you wish to publish. When you have marked select Publish to EPiSer ver.

Format the text which is createdWhen publishing from Office and EPiServer the text is filtered so that it follows the design of

the website as much as possible. It works on the fact that you have created documents with

prepared format templates exactly as you do in EPiServer. In Office you can choose to format

using Heading 1 and so on. If you use format templates the filter will translate to those

format templates which apply for the website . If you have selected font, size and colour for

the document this will be carried over to the EPiServer page.

The filter can be customised for each separate website so it may be different on your

website . Contact your system administrator to find out what is applicable to your website.

Publish from Office with the Document page templateIn the standard installation of EPiServer there are two templates especially designed for

publishing from Office . They are the Document list and Document page templates. The

document list creates a list with all the documents which are published as sub pages to the

page. When the visitor clicks on the title an html version of the document is shown. The

template allows a choice of whether or not visitors are permitted to download the original

document. When the visitor clicks on the document icon the document is downloaded in

original format.



1. The document is written in Microsoft Office. When the document is ready for publishing it

must be saved first.



are shown together with their tree structures. Select the page created using the Document list

template. Select Next.

4. Include on the page the date of publication and any introduction. The name of the page is

automatically retrieved from the document name, but you can change it if you wish. When the

field has been filled in, select Next.

5. The page is filtered and converted. Select Save and view to preview the page in EPiServer.


The page is now created using the Document page template in EPiServer. The information is

available in four different locations.

1. There is a file which is the html original in the page folder, it is the original that we see on the

page. Nothing has been filtered it appears exactly as Office would create the html code.

2. The original document has also been uploaded to the page folder, this means that the

document can be uploaded from the document list.

3. The page also points out the original location of the document, the editor’s computer or

similar.

4. The content remains in the Editor on the page. This is to support the search function in the

website. Changes in this field do not affect what one sees.

Read more about the Document page template under Page templates in EPiSer ver



Personalise EPiServer

My settingsThe first time you go into edit mode, you should begin by entering your personal settings.

This is done under the My settings tab. This is primarily a matter of identifying yourself in the

system. By fill ing in your personal details such as e-mail address etc., the system can

communicate with you.

FavouritesThe Favourites shows the pages you have selected as

favourites in the tree structure. This allows you to

quickly access your most frequently used pages.

To include a page and its sub-pages with your

favourites, r ight-click the page in the structure and

select Add to favourites. To delete a favourite ,

follow the same procedure but right-click the page in

the Favourites tab instead.


Personalise EPiSer ver | 81

Microsoft Add-in toolIf you want to publish information from Microsoft Office directly to EPiServer, you need to

install a client software on your computer. The installation is carried out by downloading the

software from the Internet. You also need to activate the Web site that you want to publish

to. The client software installs a toolbar button, Publish to EPiSer ver, in MS Word, Excel and

PowerPoint.

Select the Microsoft Office Add-in tab on the fir st page of the Edit mode. This can be found by

clicking the page Root in the structure, where you can see which version of the client tool you

have installed. If you don't have the latest version, the Install button will be activated. Choose

to install the client software and follow the instructions in the dialog boxes.

In the Activate tab you can choose to activate a Web site as a target for your Office

publishing. It is possible to publish from Office to many different Web sites. Select Activate on

each Web site that you want to be a target Web site .



ComponentesCer tain functions in EPiServer require that a client tool is installed on the computer you are

working with. Installation is carried out by downloading the software from the Internet. The

functions requiring client software are Spell check and Expor t to Excel from the form

template .

Select the Components tab on the fir st page of the Edit mode. This can be found by clicking

the page Root in the structure. The list shows you whether the components are installed on

your computer. A green tick means that the components are installed. A red mark means that

the components are not installed. Select Install if you want to install the client component

and follow the instructions in the dialog boxes.

You will need to install several ActiveX components on your computer. If you have Windows

XP with Service Pack 2, this installation must be approved separately.

My tasksUnder the My tasks tab is a list of the various tasks you or your group have been assigned. All

editors can have tasks assigned to them personally or to an entire group. The system also

identifies which pages you have edited, saved and published.

This information is compiled under a number of headings.

Not published:These are all the pages you have saved but not yet published. It is easy to

keep track of whether you have forgotten to publish pages by looking under this heading. In

order to continue working on the page, Select the name of the page listed under the heading

Not published.

Personal tasks:These are tasks that somebody has allocated to you personally. Click the

name to see who allocated the task and what it involves. The task opens in the Action

window on the right in the web browser.

Group tasks:These are tasks that somebody has allocated to the group you belong to. Click

the name to see who allocated the task and what it involves. The task opens in the Action

window on the right in the web browser.

Ready to publish: These are the pages that an editor, without publication rights, has

submitted for publication. The Editor-in-chief can see which pages he/she must approve.

Pages can be published by clicking the name of the page.

My allocated tasks:These are tasks that you have allocated to others.


Personalise EPiSer ver | 83

Create taskThe Action window in EPiServer lets you create and

allocate tasks to others.

1. Open the Action window from the Tools menu.

2. Select Create new task.

3. Enter the name of the task.

4. Specify a date when the task lapses, if applicable.

5. Select an individual or group to which to allocate

the task.

6. Write a brief description of what the task entails,

what the individual/group has to do.

7. Select Save.

Carrying out an allocated taskYour allocated tasks are shown on the My tasks tab. If a task appears under the heading

Personal tasks , you must carr y out the task. If it is a task allocated to an entire group, it will be

shown under the heading Group tasks , and someone in the group must carr y it out. Activate

the task by clicking its name. The Action window then appears to the right in the web

browser and you can see what your task is.



While the Action window is open with information about your task, you can carr y out the

task in EPiServer. Create a page, write information, save and publish. Once you have

completed the task, select a status for the task and select Save . You can also select to Refuse

the task.

In some situations, it may be appropriate to leave a comment about the task. Enter the

comment in the window and select Add . You can leave several comments if you so choose.

My assigned tasksIf you have allocated tasks, these will appear on the Activities tab. You can view the current

status of each task. If you select the name of the task, it appears in the Action window to the

right. You can read the comments that have been entered, and by clicking Settings you can

modify or delete the task.


Workflows in EPiSer ver | 85

Workflows in EPiServerEPiServer suppor ts various types of workflow, which means you can be allocated a task or

allocate a task according to a predetermined flow. An editor could, for example, create a

page, which has to be approved by one or more individuals before it is published. Who

approves the page is decided in advance in the workflow and the task is allocated to various

individuals. The standard installation of EPiServer contains a workflow called multi-step

approval. Your system administrator can create several such flows linked to different people .

Your EPiServer supplier can develop new types of flow based on your specific needs.

Established starting point in the workflowIn most cases it has already been decided what should star t a workflow. For example, it could

be an editor submitting a page for publication to a cer tain place in the tree. This is called the

star ting point in the flow. When this individual sends a page for publication, a task is sent to

editor number two in the flow to approve the page. Once number two in the chain has

approved the page, a task is sent to a third editor who also has to approve the page. This can

continue until ever ybody has had their say. The last individual in the chain usually publishes

the page and concludes the flow.

Activate a workflowIf there is a workflow that involves your colleagues in a multi-step approval process, you can

star t the flow yourself. Do the following:

1. Preview the page in edit mode.

2. Open the Action window from the Tools menu.

3. Select Activate a workflow from the Action window.

4. Select the workflow you want to link to the page from the list that is displayed.

5. Enter a comment about what you want your colleagues to do in the flow.

6. Select OK.

The workflow now star ts and a task is sent to the fir st individual in the chain. If you are not

given any flows to select from, it is because flows cannot be star ted manually.

Workflows I ownAll the flows you own, manually or automatically, are listed

under the heading Display the workflows I own in the Action

window. Here you can get more information about the

flows and their status, and read the comments from others

involved in the flow. Select the down arrow in each box to

see the status of the flow and any comments from each

step.



Working with different page templatesThe standard edition of EPiServer contains a number of different page templates with various

functions. However, when you construct a website you make a number of adaptations in

order to satisfy the specific needs of the company. This may mean that not all the functions

on your website are described here.

Ordinary web pageThe Ordinar y web page page template is used in most cases to create information pages in the

website . This page template can be used not only as an ordinar y information page, but also

for news listings, as a notice board or as a link page to another page (internal or external). All

fields in the Ordinar y web page template are described under the heading Tabs in edit mode .


Working with different page templates | 87

Form page/VoteThe Form page page template is used to create different types of form. For example, it may

be a case of doing a simple Question of the Day, an entr y submission or an electronic

questionnaire . In EPiServer, there is a template called Vote . It works in the same way as the

form page, which is why it is only described once. You can create forms according to your

own preferences, and then receive the information by e-mail and/or save it in a database. You

decide for yourself what it should look like and what information you want to receive from

visitors.

1. Select the page under which the form is to be placed.

2. Create a new page and select the Form page template.

3. Enter a name on the page and fill in information in the Editor to describe the details the visitor

is to fill in.

4. Select the option Show statistics on page if you want visitors to be able to see a compilation of

all responses submitted to the website. If you do not specify this, only those that have access

to edit mode will be able to see the results. This is often used when you want to create a

question for which visitors are to see the results of all the answers.

5. In the Form field, you specify the form to be used. Select the button beside the field in order to

create or edit the form. The Form settings dialogue box opens and you can create the form.


Form settingsThe form settings dialogue box is used to create the form. Here, you can build up a table and

enter the different form fields as you want. You can also select the proper ties each field is to

have.

At the top of the window you set how you will deal with the information that is sent.



1. In the Name of form field, you select a name for the form. If you are going to send the form by

e–mail, the name will be shown in the Subject row on the e-mail message which is sent.

2. In the Result from posting field, select what will happen when the visitor sends in the form. You

can select to save it in a database and/or send it by e-mail. You can also specify that the form

be sent to a web address where you can have a separate application to deal with the

information.

3. In the Thank you page shown upon response field, you can point to a page that is to be shown

when a visitor submits a response. Create the page on the Ordinary web page page template

and then select the page as a thank you page.

4. The Form can be posted anonymously field should be selected if you want anyone on your

website to be able to send in the form. If it is not checked, it will be necessary to be logged on

in order to reply.

5. The Same person can post the form several times field should be selected if you want the

same person (computer) to be able to send the form several times. If this option is left empty,

people will only be able to send in the form once per computer. This works by placing a

cookie on the visitor's computer.

Build up the formIn the lower par t of Form settings you create a table with the buttons under the table . Add

row is always placed at the bottom of the table. Add column is always placed fur thest right in

the table. If you select Insert row you can inser t a row above the row that is currently

selected. Inser t column gives a column to the left of the column that is selected. Select a row

or column by clicking on an inser ted field in the cell. If there are no fields in the table , you

should star t by dragging in a field.

Position the various fields by grabbing the field in question at the right-hand edge and

dragging it to the required position in the table . Each cell in the table can only contain one

form field.

When you have dragged a form field into the cell, the settings for the relevant field type will

be opened beside the table . Depending on the field you have selected, you have various

settings to make. All fields have the proper ty CSS class. Here, you can fil l in a CSS class which

exists in the CSS file which is used for the website . Contact your system administrator for

more information. When all the proper ties for each field have been completed, the button

Save will be shown under proper ties. You must save each individual field and its settings. If

you want to Delete a field, select the Delete button under the field proper ties.



Heading

Heading is the field type which is used so that visitors

know what they should enter in each field.

• In the Text field, enter the text which is to be shown to

visitors.

Text field

Text field is the field type which gives visitors an input

field in the form of a row in which they can enter text.

This is used for shor t text information you want the

visitor to enter.

• In the Name field, enter a name for the field which

enables you to know which field the visitor has

completed. It is easier to use the same or a similar

name to the name you used in the heading field which

belongs to the field.

• In the Width field, enter how wide the field is to be in terms of characters.

• The Value must be entered field should be selected if you do not want visitors to be able to

send in the form without filling in this particular field.

Text area

Text area is the field type which gives visitors a large area

in which to type in text. You can decide the width of the

area in terms of characters and how many rows the field

should have.






• In the Width field, enter how wide the field is to be in terms of characters.

• In the Height row, specify the number of rows that the text area should have.

• The Value must be entered field should be selected if you do not want visitors to be able to

send in the form without filling in this particular field.

Select box

The Select box is the field type which gives visitors a

pull-down menu in which they can select one of several

alternatives which you have specified.








• In the Options field, enter the various options which the visitors are to choose from. Type in

the options and separate them by pressing ENTER between each option.

Radio button

The Radio button is the field type which gives visitors a

list of options in which they can select one of several







• In the Placement, select whether you want the option

to be shown horizontally or vertically.



Checkbox

Checkbox is the field type which gives visitors a list of

various options in which they can select one of several







• In the Placement, select whether you want the option

to be shown horizontally or vertically.



When the form is complete and all the fields and their proper ties have been saved. Save the

entire form by selecting the Save button in the middle of the Form settings dialogue box.

Save and publish the page.



The Form data tabIf you chose to save the information in the database in your form, you can find all the forms

which have been submitted under the Form data tab. This tab is shown next to the Version

list when you saved and published you form page.

Select the Form data tab and a search form will be shown. Here, you can specify whether you

want to search for a specific date and the number of hits you want per page. If you want to

show all contributions, you can select the Search button directly.

When you have searched for the submitted forms, they will be listed below the search form.

You can browse amongst pages if there are a lot of them and you can also choose to delete

all visible contributions from here.

If you want to process the information in Microsoft Excel, select the Export to Excel. button.

The fir st time you do this, you will be asked whether you accept the integration between

EPiServer and Office; answer YES to this question and data from your form will be shown in

Excel and can be processed there.



News listThe News list page template is used to construct a page with internal and/or external news.

Internal news are pages created in EPiServer that are listed on the page. External news are

pages that can be retrieved from other websites that suppor t display of information in RSS

format. RSS (RDF Site Summery, which is often called Really Simple Syndication) is a standard

format used to display information between websites. It is primarily used to display news

between websites.

1. Select the page under which the news list is to be placed.

2. Create a new page and select the News list page template.

3. Enter a name for the page and fill in information in the editor that describes its content.

4. In the Retrieve listing from field, specify the page that is to be the main page for internal news.

Normally, this is the page currently being created. Each news item will be created under this

main page in order to be displayed in the list.

5. In the Show number of pages in list field, specify how many pages are to be displayed in the list

(in whole numbers).

6. In the Search path to RSS source field, specify the search path to the website you want to

retrieve external news from.

7. In the Show number of news items in RSS list field, specify how many pages displayed in the list

are to be dedicated to external news (in whole numbers).

8. Select the Show only headlines in RSS list option if you only want headlines to be displayed in

the list. If you do not, an introductory summary text about the news item (puff text) will also

be displayed.

9. Select the Activate subscription option if you want visitors to be able to subscribe to receive

new and updated pages from the news listing.




News pageThe News page template is used to create news to be displayed on the internal news list. It

works in the same way as Ordinar y web page except that the page does not normally appear

in the menu. When you create a page under the News list template , you generate a new page

of the News page template as standard.

1. Select the main page for news.

2. Select New page from the toolbar and the News page template will open.

3. Enter the news item headline in the Name field.

4. Select the date and time to star t and/or end publication. These two fields can be left empty.

5. Write a brief introductory text describing the content of the news item in the Puff text field.

This should encourage the reader to want to read the entire news item and is only displayed

in the news list.

6. In the Editor field, enter the full news item. You can format the text here, load images, create

links and work with tables. To a large degree, you can create anything you want.

7. Enter your name in the Writer field.




RSS sourceThe RSS source page template is designed to make information in EPiSer ver accessible for

display on other websites. RSS (RDF Site Summery, which is often called Really Simple

Syndication) is a standard format used to display information between websites. It is primar ily

used to display news between websites. If you create an RSS source containing your news

items, other websites will be able to open the page to publish news from your website on

theirs.

This template should not be used to display information on your website but to allow other

websites to link to this page. When you save the page, the page content will be displayed as

code, which you do not want to show your visitors. In simple terms, this template translates

your "real" news list to RSS format.

1. Select the page under which the RSS source is to be placed.

2. Create a new page and select the RSS source page template.

3. Give the page a title.

4. In the Fetch listing from field, specify the page that is to be the main page for news. In most

instances, this is a page created in the News listing template.

5. Switch tab to Advanced information and specify a Simple address that is easy for others to link

to.

6. If you do not want your visitors to find the menu page on your website, make sure that Show

page in menus is not selected.




Document listThe Document list page template is used to create a list of documents which are published

from Microsoft Office . This function makes it possible to easily maintain lists with documents

where the visitor can read the document par tially in the original form and par tially in the

html version of the document. This makes it practical for all those who do not have MS

Office installed on their computers.

1. Select the page under which the document list is to be placed.

2. Create a new page and select the Document list page type.

3. Enter a name for the page and fill in information in the editor that describes its content.

4. Select the option Show link for downloading source document to display an icon where visitors

can download the original document.


The list is then created by the editor publishing pages from MS Office as sub pages to this

page.



Document pageThe Document page page template is used to create a page from a document which is

published from Microsoft Office . A page on this template is created from MS Office . You can

read more about this under Publish from Microsoft Office .

1. The document is written in Microsoft Office. When the document is ready for publishing it

must be saved.



are shown together with their tree structures. Select the page created using the Document list

template. Select Next.

4. Include on the page the date of publication and any introduction. The name of the page is

automatically retrieved from the document name, but you can change it if you wish. When the

field has been filled in, select Next.

5. The page is filtered and converted. Select Save and view to preview the page in EPiServer.


If you edit the page in EPiServer you can decide how to manage the document connected to

the page.

7. Edit the page.

8. In the Path to document field the search path of the original document is shown, which is

copied from its original location to the server.

9. In the Path to HTML edition of document field the search path of the html document is shown,

which was created from the Office document.

10. In the External path to source document field the search path to the documents original

location is displayed. The location where the document was saved before publication.

11. Using Upload complete HTML edition and copy of source document you indicate if both of these

must be loaded to the folder for the page.

12. Use Allow page to be updated from document to allow the document to be updated from MS

Office.



Multilanguage pageThe Multilanguage page page template is used to create a tree structure in several languages

simultaneously. When your organisation has decided which languages are to be used and

which fields on the page are to be translated, a cer tain amount of work will be required on

the par t of the developer to adapt the template to your needs. The template that is included

in a default installation handles three languages: English, Swedish and Norwegian. There are

three fields which must be translated into all languages, the page name, the content in the

editor and the puff text.

A normal template has three tabs which are shown when you preview the page. The

multil ingual template has one tab for each language and a few others to make the work

easier. These are the tabs Common, Compare languages and Translate .

1. Select the page under which the Multilanguage page is to be placed.

2. Create a new page and select the Multilanguage page page type.

3. The template is opened with one tab for each language. Star t by selecting the language file you

want to star t creating. Fill in the fields in the template and select Save and view or Save and

Publish.

4. Under the Common tab are all the fields that are common to all languages. For example, star t

and end publish, Display page in menus, etc. UseStandard language on the tab Advanced

information to indicate which language is to be initially displayed.

5. If you want to translate the first text into another language, you can select the tab for the new

language. If you want to know what you are going to translate, select the Translate tab. Select

a first and second language and the fields for both languages will be shown parallel to each

other. You can then prepare your translation.

6. Under the Compare languages tab, you can select two languages and place them alongside

each other or vertically in order to compare the two languages.

When the Display or Version list tab is selected the page or version list for the language you

were most recently in and editing is shown. This means that if you wish to preview another

language you can fir st select the language and then select display.



ReadSpeakerThe ReadSpeaker template refers to the oppor tunity to have the contents of a page read out

over the speakers. It is possible to have the entire side or just par ts of it read out. Introducing

the option to listen to the pages instead of only being able to read them considerably

increases the availability of the pages to visitors.

The actual reading function is based on a ser vice provided by Phoneticom, http://

www.phoneticom.se. When this is implemented on the website , it will probably be done on

all pages, which means that you do not need to use a par ticular template in order for the

reading out to work. Check with your system administrator as to what is applicable for your

website .

1. Select the page under which the ReadSpeaker page is to be placed.

2. Create a new page and select the ReadSpeakerpage template.


4. In the Editor field, type in the content of your page. The text will be read out.

5. Switch to the Advanced information tab and state the format you want to use for the sound in

the Audio format field. Enter 2 for mp3 and 3 for wav.

6. In the Language for speakers voice field, enter the language in which the text is to be read out.




Slide showThe Slide show page template is used to create a series of pages in EPiServer that are to be

shown as a rolling presentation. The presentation is created in the Slide show template, but

the pages forming par t of the slide show can be created in any template. The pages that will

be included in the template are created with a page for each image in the presentation under

a main page. This main page is selected from the slide show template.

1. Select the page under which the slide show is to be placed.

2. Create a new page and select the Slide show page template.


4. In the Show number of pages in presentation field, specify the page that is to be the main page

for the presentation. All the pages to be displayed in the presentation must be placed under

this main page.

5. In the Number of seconds each page is to be displayed field, specify, in whole numbers, how

many seconds each page is to be displayed before it switches to the next page.

6. In the Show number of pages in presentation field, specify how many sub-pages are to be

displayed in the presentation (in whole numbers).



100| Editor’s manual EPiSer ver 4.40

CalendarThe Calendar page template enables creation of a calendar in which the company/

depar tments or groups can plan their joint activities. The Calendar page template builds up

the basic framework, and to enter various events, pages are created with the Calendar event

page type. There are many options available: for example, it is possible to set recurrent

events such as weekly meetings. In the standard installation of EPiServer, the next upcoming

event is displayed on the star t page.

1. Select the page under which the calendar is to be placed.

2. Create a new page and select the Calendar page template.

3. Enter a name for the page in the Name field.

4. In the Number of days to show in calendar field, specify how many days are to be displayed in a

single view.

5. In the Type of pages to show in calendar field, specify what page template is to be used to

create events in the calendar. This is normally Calendar event.

6. In the Show calendar information from field, specify the page from where it should retrieve the

various events. This should be the page your are now creating. An easy way of linking to the

currently active page is to select the Link to same page button in the Link to page dialogue box.



Working with different page templates |101

Calendar eventThe Calendar event page template is used to add new events to the calendar.

1. Select the main page for the calendar.

2. Create a new page and select the Calendar event page template. In most instances, the

template opens automatically.

3. Enter a name for the page; this is the text that will be displayed in the calendar.

4. Specify the day and time the activity will star t and end by selecting Start time and End time.

5. If it is a recurrent activity, specify which day in the week is the Recurring day.

6. In the Introduction field, you can enter a brief description of the activity.

7. In the Editor field, describe the event in detail. Here, you can insert images, create links, and

use the Editor exactly as normal.




TableofContentsThe Index page template enables you to create a table of contents (the names of the pages)

for all or par ts of the website . This function can be compared with a web map or sitemap.

1. Select the page under which the index is to be placed.

2. Create a new page and select the Index page template.


4. In the Display content from page field page specify the page the index is to star t from. If it is the

entire website, select the star t page. If only news is to be indexed, select the heading ‘news’.

5. In the Display the index with number of levels down field, specify how many levels down in the

structure you want to be included. To produce an overview index, you should not have more

than 2-3 levels.

6. In the Number of columns for the index field, specify a value for how many columns you want

the index to be viewed in.




Alphabetical table of contentsThe Alphabetical table of contents page template enables the creation of a list of the contents

(names of the pages) for the entire website in alphabetical order.

1. Select the page where the alphabetical table of contents is to be located.

2. Create a new page and select the Alphabetical table of contents page template.


4. Enter appropriate information in the Editor that describes the page content.




Discussion forumThe Discussion forum page template is used to build up various forums on the website .

Visitors can easily par ticipate in the discussion directly from the website .

1. Select the page under which the discussion forum is to be placed.

2. Create a new page and select the Discussion forum page template.

3. Enter a name on the page and fill in appropriate information in the Editor to tell the visitor

what the discussion is about.

4. In the Start page for the conference field, specify the main page for the discussion. In most cases,

it will be the page you are currently creating.


Discussion forum access rightsIn order for your visitors to be able to make contributions to the forum, the page access

rights must be changed. If your visitors are logged into the website, they can create, amend

and delete contributions. If they are not logged in, they can only post contributions.

If your visitors are logged in, the group that they belong to must be assigned rights to Read,

Create and Publish information on the page. If you also want them to be able to edit and

delete their own posts, users Creators must have rights to Read, Edit, Delete and Publish.

If your visitors are not logged in, the Ever yone group must have rights to Read, Create and

Publish on the page.

Change rights on the main page of the discussion forum by selecting the Access r ights tool

from the Tools menu. Read more about this in the section entitled Access rights or contact

your system administrator.



Changed recentlyThe Changed recently page template enables you to create a page that displays information

that has been updated in the last few hours in a par ticular structure. This page template can

be used to display new or updated information, e .g. from the last week.

1. Select the page under which your new page is to be placed.

2. Create a new page and select the Changed recently page template.

3. Enter a name on the page and fill in appropriate information in the Editor that describes what

the page contains.

4. In the Display pages from field, specify the page from which you want the system to retrieve

the most recently updated pages. You don’t, therefore, need to display updated pages from

the entire structure, but can instead select a particular part of the tree.

5. In the Display the pages that have been changed in the past X hours field, specify the time you

want the system to check which pages have been created or updated. Specify the time in

hours.




File listingThe Fi le listing page template enables all fi les and folders in a folder on the web ser ver to be

displayed.

1. Select the page under which the list page is to be placed.

2. Create a new page and select the File listing page template.

3. Enter a name on the page and fill in appropriate information in the Editor to indicate what is

listed on the page.

4. In the Search path to folder to be displayed, specify the folder that is to be displayed.

5. In the Sort file list by field, select how the list is to be sorted.




Flash pageThe Flash page template is used to show flash movies on a web page in EPiServer.

1. Select the page under which the flash page will be located.

2. Create a new page and select the Flash page template.


4. In the Search path to flash movie field, specify the search path of the flash movie to be

displayed.

5. In the Height and Width fields, specify the height and width of the flash movie in pixels.




PDF FormThe PDF form page template is used to create a PDF form with data that the visitor can fill in

from a web page. It could be an order form that the visitor fil ls in on the web page which

leads to a pdf file which can be printed or sent via e-mail. Being able to generate a pdf file

from data that is entered can be an advantage if one is careful with the layout and positioning

of the form.

For the template to work you must have a pdf file that you have created in the formula field.

This can be done in different programs, such as Adobe Acrobat Professional.

1. Select the page under which the form is to be placed.

2. Create a new page and select the PDF Form template.


the page contains.

4. In the Document field, indicate the search path to the pdf file to be used.

5. Save and publish the page. EPiServer creates a form from the field names given in the pdf

document.



Profile finderThe Profile finder page template is used to store information about employees/people for a

variety of purposes. From this template, you can search using various database proper ties

and obtain a number of hits for various individuals that match your search criteria. The

Competence database template is a main page that is used as a search engine. All individuals

stored in the database are created as sub-pages to this page in the Personal profile template.

1. Select the page under which the competence database will be located.

2. Create a new page and select the Profile finder page template.

3. Enter a name for the page and fill in information in the Editor that describes the search

function.

4. In the Types of page to display in profile finder field, specify the template is to be used to

describe each individual stored in the database. In most instances, use the Personal profile

template.




Personal profileThe Personal profile page template is used to store information about each employee/

individual stored in the competence database. If employees/individuals registered in the

database are logged on to the website , they can update their own personal profile

themselves.

1. Select the main page for the competence database.

2. Create a new page and select the Personal profile page template. In most cases, this page is

opened automatically.

3. Enter the individual’s name in the Name field.

4. Enter the individual’s personal details in the other fields.

5. If everyone is to be able to update and add their own details, the page must be linked to a

user name. In the User name field, specify the user that is to be linked to this page. A dialogue

box pops up and a list of existing users is displayed. Select the user and move the individual

over to the right-hand side using the arrows. Select OK.

6. Enter a descriptive text for the individual’s profile in the Editor.




EPiServer portalThe EPiSer ver portal page template is used to create a por tal page that each individual visitor

can adapt by implementing their own personal settings. This means that users can create a

por tal where they can decide themselves what should be shown in each region of the page.

The por tal is a platform that builds on one or more frameworks that were developed when

the website was created. The fir st page in the por tal is created using the EPiSer ver portal

template . This template points to the default pages to be displayed in the various regions.

Each individual visitor logged on to the website can edit the content of their own personal

por tal. The default settings created in this template apply until the visitor amends his/her

por tal.

The default setting for EPiServer por tal is two frameworks, simple and advanced. The

difference between the two is how many regions the por tal is divided into. Each visitor can

select whether they want to use a simple or advanced framework.

When creating a por tal page, you must point to pages that are to act as default pages for

both the simple and advanced frameworks. Therefore, it is perhaps a good idea to star t by

creating the pages that will form the por tal, the ‘por tal sections’.

1. Select the page under which the portal is to be placed.

2. Create a new page and select the EPiSer ver portal page template.


4. Select the Simple portal mode tab to point to the pages that are to be the default sections in

the various regions of the portal’s simple framework.

5. Select the Advanced portal mode tab to point to the pages that are to be the default sections

in the various regions of the portal’s advanced framework.


Simple por tal mode, 4 regions Advanced por tal mode, 6 regions



Create portal partsEach region in the por tal will display information based on a por tal par t. A por tal par t is an

ordinar y EPiServer page displayed in por tal mode. Displaying a page in por tal mode means

that some information on the page will be lost, e.g. menus, page headings, etc.

When the website is built up, the supplier’s developers customise the page templates that are

to be used and displayed in por tal mode. The page templates that can be used in por tal

mode have an extra tab called Portal settings.

1. Select the page under which the portal part is to be placed.

2. Create a new page and select the page template you want the por tal par t to display.

3. Enter a name for the page and complete the fields in accordance with the instructions for the

template.

4. Select the Portal settings tab and check Use this page in portal.

5. Select the properties that portal visitors may amend under Properties that portal visitors are to

be allowed to change .


EPiServer por tal is designed so that just one por tal section should be displayed in each

region. If you want to have several similar por tal sections, e .g. multiple calendars, for visitors

to select from, add several por tal sections in the form of additional pages. Consequently,

there can be multiple por tal par ts for the same function but with different contents.

Page templates customised for portal modeA number of page templates in a standard installation of EPiServer have been customised to

be able to be displayed in por tal mode. On your website , there may be many more such

templates than those descr ibed here, and you can read more about each template under its

own heading in the section entitled Working with different page templates.



Ordinary web pageDisplays the content in the Editor in por tal mode. Can also be used by

visitors as a personal comments page.

Slide showDisplays content in the Editor from a selected main page. The slide show changes

the main page at specified inter vals so that the information is continually in transition.

News listDisplays news from either EPiServer or an external RSS source. News can be read

by moving the mouse over the headlines. The headlines act as links to the news item in full

screen format.

External linkDisplays content from another website or another web-based ser vice .

Exchange folderDisplays the user’s mailbox, calendar, details, contacts, or other

components from Exchange.

Calendar Displays a compressed calendar in por tal mode. Links lead to calendar events in

por tal format and a back button is displayed.

Login and personal portal settingsIf the por tal is used without a login, the default settings in the EPiServer por tal template will

be displayed. In this mode, it is not possible to personalise any settings. To enjoy full

functionality of the por tal, each visitor must be logged on to the website. The settings you

make in the por tal are personal and will not affect other visitors to the site. If you, as an

editor, go into edit mode and change the settings in the page template , these changes will

filter through to the default settings.

Using the portal as a visitorThe fir st time you visit the por tal, the por tal sections selected by the editor in the page

template will appear on screen. If you are logged on to the website, you will be able to

customise the por tal according to your own requirements. At the top of the main section of

the por tal are some tools that can be used to create personal settings.

Portal settings

By selecting the Open portal settings tool, you can select the pages you want to

display in the various por tal sections. You select the various sections by clicking the

section you want to have on the left in the window and dragging it to the desired

region in the por tal. Por tal sections already in use in the por tal are marked by a red square

On the left is a normal web page in normal mode. The picture on the right shows the same page in portal



next to them in the list to ensure that they are not selected multiple times. If the region is

grey, it means that it is protected and you cannot change any por tal section therein. It may,

for example, contain information that must always be displayed, e .g. details that are company

requirements.

In the top right-hand corner, you can select the framework that is to be used – simple or

advanced. On your website there may be other frameworks to select from.

Store framework appearance

The basic appearance of the por tal is governed by the framework selected. You can

design your own personal por tal page. Depending on your screen size , you can

change the column widths of the framework in order to optimise your use of the

por tal. This is done by dragging the ver tical or horizontal strip between the regions. Once

you are satisfied, save your new settings using the Save settings tool.

Restore default height and width settings

If you have changed the appearance of your por tal and quickly want to restore the

height and width of all por tal sections to their default values, use the Restore default

settings tool.

If you want to return to the settings you most recently saved, refresh your web browser. Do

this by clicking Refresh or by pressing F5. You will then be asked if you want to save your

settings before you refresh. Answer OK to this question and your most recently saved settings

will be displayed.

The options set out above only reset the appearance of the framework in respect to the

heights and widths of columns and rows, not the content of each region.



Return to website

You can quickly return to the star t page of the website using the Home tool.

Settings for each portal part

Each por tal par t can be set up so that it meets your requirements. If you select

Settings for the relevant por tal section, it will customise what is to be shown and the

colour and font of the region.

The fields which you can change the contents of are shown in the My portal settings dialogue

box. . If you change these, they will only apply to you. Which other fields are shown depends

on which fields the editor has decided will be personalised.

At the top it is possible to give the region a heading and a colour for the border. You can, if

you want it to be done automatically, also specify how often the section is to be updated.

This is useful if mailboxes are to be regular ly updated or if news lists are to be re-read. You

can also manually update each region by selecting the Update in the respective region.

Remember that a shor t update inter val will substantially increase traffic to the source

the por tal section points to. If the por tal is connected to a par t of an intranet or

website , traffic will increase exponentially if all visitors automatically update their

information.

Show/Hide region

All regions (except those displayed at the top of a column) can change size . By

selecting the up arrows, the region will expand in height and compress the region

above. If you select the down arrows, the region will shrink. In principle , this is the

same function as dragging the horizontal str ip at the top or bottom of the column.

Selecting Restore will return the region to the most recently saved value.



External linkThe External link page template is designed to link to an external site, a website outside

EPiServer. The same functionality is available on the Shor tcut/External link tab on all

templates, but this template makes it a little easier to create the link.

1. Select the page under which the external link is to be placed.

2. Create a new page and select the External link page template.


4. In the Search path for external link field, specify the address of the website/page you want to

link to.




Exchange folderThe Exchange folder page template is used to display information from Exchange. You can

display the inbox, calendar, notes or contacts, etc. This template is primarily used as a section

in a por tal.

1. Select the page under which the Exchange folder is to be placed.

2. Create a new page and select the Exchange folder page template.


4. In the Exchange server field, specify the name of the server on which Exchange is installed.

5. In the User name field, specify the user name for the Exchange folder to be displayed. In most

instances this is your own user name. Normally, the user name is the same as the text

preceding the @ symbol in your e-mail address. Check this with your IT department.

6. In the Show Exchange view field, specify the Exchange view you want to display, e.g. inbox,

calendar, etc. Check with your IT department which language and name standard is used in

your company.


If the Exchange folder is to be used in the por tal, all fields except the page title must be left

empty. On the Portal settings tab, you can specify whether the por tal user can enter their own

personal settings.



SubscriptionThe Subscr iption page template enables visitors to receive information from the website

delivered to their e-mail inbox. The type of information available to visitors to select from is

set on each page. In most templates, there is an option called Activate Subscription. If you

select the check box, visitors will be able to subscribe to information from this page and its

sub-pages.

When an editor creates pages below a page activated for a subscription, an e-mail message

with links to the new pages will be sent out to all subscribers. If an editor updates a page and

wants it to be sent out with the subscription, the Mark page as changed check box must be

selected before the page is saved and published.

The subscription function is built on visitors being logged on to the website in order to be

able to subscribe. If you also want anonymous visitors to be able to subscribe for

information, a registration form must also be in place. Therefore, you must create a page on

the Register user template where visitors can register and then log in. Read more about this

under Register user.

1. Select the page under which the subscription page is to be placed.

2. Create a new page and select the Subscription page template.

3. Give the page a title. In the Editor field, enter a few lines of text that will describe the function

to the visitor.

4. In the Subscription root field, enter the location in the tree structure where the system will

retrieve subscription information.

5. Select the Subscription tab to specify e-mail message settings.




Subscription TabWhen the subscription function on the website is activated and the visitor has applied for a

subscription, e-mail messages are sent to the subscribers at regular inter vals. Visitors to the

site decide if they want to subscribe and how often they want to receive messages regarding

changes. On the subscr iption tab you can control the content of e-mail messages sent to all

subscribers.

1. In the E-mail sender field, specify the address of the sender for the e-mail message sent out.

2. In the Subject in subscription e-mail field, enter the text to be shown when the message is

displayed in the subscriber’s inbox.

3. In the Link text in e-mail field, enter the text that is to form the link to the website.

4. In the Introduction text in mail field, enter the text to be shown at the top of the subscriber

mail.




SearchUsing the Search page template , you can create a search page that searches through all

information pages in EPiServer. The visitor enters a search word and the results are listed

with links to pages that match the search word. The visitor can also decide whether the

search is to be done on the content of the web pages, or whether it should also search in

documents linked to the pages. If you want to give your visitors the option of searching in

documents, the Index Server function on your web ser ver must be activated. The system

administrator of the website is able to specify the fields of a page template that must be

searchable .

1. Select the page under which the search page is to be placed.

2. Create a new page and select the Search page template.

3. Enter a name on the page and fill in appropriate information in the Editor that tells the visitor

how the search is proceeding.

4. In the Start page for the search field, select the page you want the search to begin on if you do

not want the entire website to be searched.

5. Select the Advanced Information tab and specify a folder in the Scope for Index Server search

field if you want to limit the search to a par ticular folder on the website. If you want to search

through all folders, leave the field empty.

6. In the Folder for Index Server field, specify the name of the folder that has been indicated in

Index Server. Contact your System Administrator if you do not know the name.




Register usersThe Register users page template is used to create a registration function on the website. For

example, if you want to use the subscription function on your website, users must be logged

on to the website in some way. Using the Register users page template , you can allow your

visitors to register themselves and then also log on to your website .

1. Select the page under which your new page is to be placed.

2. Create a new page and select the Register users page template.


the page contains.


In order for this function to work, it is impor tant that you have activated self-registration

from Admin mode and have specified registration settings under Settings for extranet users .



Mobile page

EPiServer features suppor t for displaying information from the website on mobile units, e .g.

WAP telephones, PDAs, etc. The suppor t provided is based on Microsoft Mobile Internet

Toolkit, but this is not activated automatically. To activate suppor t for mobile units, follow the

instructions below.

1. Download and install Microsoft Mobile Internet Toolkit on the web server. The files can be

found at http://www.msdn.microsoft.com

2. In admin mode, select to modify the Mobile units page template.

3. Select Settings.

4. Change the file name for the template from templates/MobileInfo.aspx to templates/

Mobile.aspx.

5. Save the changes.

6. Add a reference to System.Web.Mobile (installed with Mobile Internet Toolkit) to your

EPiServer project.

7. Include the file/templates/Mobile.aspx in your EPiServer project.

8. Compile your EPiServer project.

9. Then create your pages for mobile units on the Mobile units template in a suitable place on

EPiServer.

For the fir st page that you create, specify a Simple address, so that it is easy for visitors to

access the page from their mobile unit. If, for example, you give the page the simple address

/wap, it will be possible to surf to the page using the website address in combination with the

simple address: http://www.company.com/wap.



News groupsThe page templates for news groups are used to establish a small "librar y" containing various

discussions. It is possible to have many different discussion groups running at the same time.

You can divide the various discussion groups into different categories. The fir st page you

create when you are going to establish your "librar y" is created on the News group, main

page template . The categories are created using the News group template, and the

categories and the actual group are created using News group, news group. All page

templates for the news groups look more or less the same, but they are, as has been

mentioned, used for different purposes.

Subscription to the news groupIn the news group, it is possible to subscribe to whatever happens in the news group. The

subscription function used is the same as for other subscriptions on the website. It should be

possible for a visitor only to subscribe to what is in the news group. If you want visitors to be

able to subscribe to the news group, you have to activate subscr iption in the page template .

In order for this page not to be available for selection on "the normal subscr iption page", you

must select the Do not display on subscription page check box in the Advanced information tab.

News group, main page1. Select the page under which the first page for the news groups is to be placed.

2. Create a new page and select the News group, main page page template.

3. Enter a name on the page and fill in appropriate information in the Editor to indicate what the

discussion is about.

4. Select the page template to be used in order for visitors to be able to make entries. Here you

should always select the News groups, news item template.

5. Select to Activate subscription.

6. Select the Advanced information tab and select Do not display on subscription page.

7. In the Main page for news groups field, set this page to be the main page.




News groups, category1. Select the first page for the news groups.

2. Create a new page and select the News group, category page template.

3. Enter a name on the page and fill in appropriate information in Editor to indicate what the

discussion in this category is about.








News groups, news group1. Select the category page under which this news group is to be placed.

2. Create a new page and select the News group, news group page template.

3. Enter a name on the page and fill in appropriate information in Editor to indicate what the

discussion in this group is about.









Index |127

Index

A

ASP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15About... . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Access rights . . . . . . . . . . . . . . . . . . . . . .13, 64Accessibility adapted table . . . . . . . . . . . . . . 41Action window . . . . . . . . . . . . . . . . . . . . . . . 65Activate subscription . . . . . . . . . . . . . . . . . . 71Admin mode . . . . . . . . . . . . . . . . . . . . .14, 66Advanced information . . . . . . . . . . . . . . . . . 69Alphabetical table of contents . . . . . . . . . . 103Archive to page . . . . . . . . . . . . . . . . . . . . . . 70

B

Buttons in Editor . . . . . . . . . . . . . . . . . . . . . 29

C

CSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . 100Calendar event . . . . . . . . . . . . . . . . . . . . . .101Carrying out a task . . . . . . . . . . . . . . . . . . . 83Categories . . . . . . . . . . . . . . . . . . . . . . . . . . 72Cell properties . . . . . . . . . . . . . . . . . . . . . . . 39

Alignment . . . . . . . . . . . . . . . . . . . . . . . . 39Background colour . . . . . . . . . . . . . . . . . 40Border colours . . . . . . . . . . . . . . . . . . . . 39Width . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Change bookmark . . . . . . . . . . . . . . . . . . . . 53Changed recently . . . . . . . . . . . . . . . . . . . .105Cookie . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Copying a page . . . . . . . . . . . . . . . . . . . .23, 63Copying text from other programs . . . . . . 33Create . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Create task . . . . . . . . . . . . . . . . . . . . . . . . . . 83Creating an information page . . . . . . . . . . . 20

D

DOPE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Date created . . . . . . . . . . . . . . . . . . . . . . . . 69Default values . . . . . . . . . . . . . . . . . . . . . . . . 67Delete bookmark . . . . . . . . . . . . . . . . . . . . . 53Delete page . . . . . . . . . . . . . . . . . . . . . .23, 63Discussion forum . . . . . . . . . . . . . . . . . . . .104

Access rights . . . . . . . . . . . . . . . . . . . . .104Display number of pages in list . . . . . . . . . . 71Display the page in menus . . . . . . . . . . . . . . 69Document page . . . . . . . . . . . . . . . . . . . . . . 96Dynamic properties . . . . . . . . . . . . . . . . . . . 63

E

EPiServerEPiServer’s website . . . . . . . . . . . . . . . . . . 9How does EPiServer work? . . . . . . . . . . 10Personalise . . . . . . . . . . . . . . . . . . . . . . . 80

The window . . . . . . . . . . . . . . . . . . . . . . 17What is EPiServer? . . . . . . . . . . . . . . . . . 9Workflow . . . . . . . . . . . . . . . . . . . . . . . . 13

EPiServer portal . . . . . . . . . . . . . . . . . . . . 111Edit mode . . . . . . . . . . . . . . . . . . . . . . . . . . 14Editing existing information . . . . . . . . . . . . 18Editor . . . . . . . . . . . . . . . . . . . . . . . . 15, 29, 68Editor-in-chief . . . . . . . . . . . . . . . . . . . . . . . 25End publish . . . . . . . . . . . . . . . . . . . . . . . . . 68Exchange folder . . . . . . . . . . . . . . . . . . . . . 117External link . . . . . . . . . . . . . . . . . . . . . . . . 116Extranet . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

F

Favourites . . . . . . . . . . . . . . . . . . . . . . . . . . 80Fetch data from page on EPiServer . . . . . . 73Fetch listing from . . . . . . . . . . . . . . . . . . . . . 71File listing . . . . . . . . . . . . . . . . . . . . . . . . . . 106File management . . . . . . . . . . . . . . . . . . 57, 66

Add file . . . . . . . . . . . . . . . . . . . . . . . . . . 60Add to favourites . . . . . . . . . . . . . . . . . . 59Change access rights to folder . . . . . . . 59Copy file . . . . . . . . . . . . . . . . . . . . . . . . . 61Copy folder . . . . . . . . . . . . . . . . . . . . . . 59Create folder . . . . . . . . . . . . . . . . . . . . . 58Delete file . . . . . . . . . . . . . . . . . . . . . . . . 61Delete folder . . . . . . . . . . . . . . . . . . . . . 59Edit file summary . . . . . . . . . . . . . . . . . . 60Insert images and files in a page 44, 48, 61Mark several files at once . . . . . . . . . . . 61Move file . . . . . . . . . . . . . . . . . . . . . . . . . 61Move folder . . . . . . . . . . . . . . . . . . . . . . 59Open file . . . . . . . . . . . . . . . . . . . . . . . . 60Open folder . . . . . . . . . . . . . . . . . . . . . . 58Rename file . . . . . . . . . . . . . . . . . . . . . . 60Rename folder . . . . . . . . . . . . . . . . . . . . 59Replace a file . . . . . . . . . . . . . . . . . . . . . 61Search . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Show file summary . . . . . . . . . . . . . . . . 60Window . . . . . . . . . . . . . . . . . . . . . . . . . 57

Flash page . . . . . . . . . . . . . . . . . . . . . . . . . 107Form data . . . . . . . . . . . . . . . . . . . . . . . . . . 91Form page . . . . . . . . . . . . . . . . . . . . . . . . . . 87Form settings . . . . . . . . . . . . . . . . . . . . . . . . 87

G

Graphic profile . . . . . . . . . . . . . . . . . . . . . . 11

H

HTML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Help in EPiServer . . . . . . . . . . . . . . . . . . . . 66Homepage . . . . . . . . . . . . . . . . . . . . . . . . . . 16Horizontal line . . . . . . . . . . . . . . . . . . . . . . . 31

I

Image properties . . . . . . . . . . . . . . . . . . . . . 45



Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102Information . . . . . . . . . . . . . . . . . . . . . . . . . . 67Insert bookmark . . . . . . . . . . . . . . . . . . . . . . 53Insert document . . . . . . . . . . . . . . . . . . . . . . 47Insert images . . . . . . . . . . . . . . . . . . . . . . . . 43

Delete an image . . . . . . . . . . . . . . . . . . . 44Inser t image from an archive . . . . . . . . . 43Replace an image on the page . . . . . . . . 44Replace images on the web server . . . . 46Upload images to the web server . . . . . 44

Intranet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Introduction . . . . . . . . . . . . . . . . . . . . . . . . . 68

L

Language encoding . . . . . . . . . . . . . . . . . . . . 70Link to page . . . . . . . . . . . . . . . . . . . . . . . . . 70Link to page on another website . . . . . . . . 73Links

Link to a file on another server . . . . . . . 52Link to a page on EPiServer . . . . . . . . . . 50Link to a page on another website . . . . 49Link to a place on the same page . . . . . 53Link to e-mail address . . . . . . . . . . . . . . 51Link to place on another page . . . . . . . . 54

Logging in . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

M

Mark the contents in the editor . . . . . . . . . 32Mark the page as modified . . . . . . . . . . . . . 68Maximise editor . . . . . . . . . . . . . . . . . . . . . . 42Mobile page . . . . . . . . . . . . . . . . . . . . . . . .122Move page . . . . . . . . . . . . . . . . . . . . . . .23, 63Multilanguage page . . . . . . . . . . . . . . . . . . . . 97My allocated tasks . . . . . . . . . . . . . . . . . . . . 84My settings . . . . . . . . . . . . . . . . . . . . . . . . . . 80My tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Group tasks . . . . . . . . . . . . . . . . . . . . . . . 82My allocated tasks . . . . . . . . . . . . . . . . . . 82Not published . . . . . . . . . . . . . . . . . . . . . 82Personal tasks: . . . . . . . . . . . . . . . . . . . . . 82Ready to publish: . . . . . . . . . . . . . . . . . . 82

N

NET . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67New page . . . . . . . . . . . . . . . . . . . . . . . . . . . 62News groups . . . . . . . . . . . . . . . . . . . . . . .123News list . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92News page . . . . . . . . . . . . . . . . . . . . . . . . . . 93No link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Normal link . . . . . . . . . . . . . . . . . . . . . . . . . . 73

O

Ordinary web page . . . . . . . . . . . . . . . . . . . 86

P

PDF Form . . . . . . . . . . . . . . . . . . . . . . . . . 108Page description . . . . . . . . . . . . . . . . . . . . . 71Page templates . . . . . . . . . . . . . . . . . . . 12, 86Page types . . . . . . . . . . . . . . . . . . . . . . . . . . 12Paragraph break . . . . . . . . . . . . . . . . . . . . . 30Paste . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Paste unformatted . . . . . . . . . . . . . . . . . . . 31Personal profile . . . . . . . . . . . . . . . . . . . . . 110Placing an image next to text . . . . . . . . . . . 45Poll . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87Por tal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Create portal parts . . . . . . . . . . . . . . . 112Customised page templates . . . . . . . . 112Login . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Personal settings . . . . . . . . . . . . . . . . . 113Portal settings . . . . . . . . . . . . . . . . . . . 113Restore default settings . . . . . . . . . . . . 114Return to website . . . . . . . . . . . . . . . . 115Settings for each por tal par t . . . . . . . . 115Show/Hide region in portal . . . . . . . . 115Store framework appearance . . . . . . . 114Using the portal as a visitor . . . . . . . . 113

Profile finder . . . . . . . . . . . . . . . . . . . . . . . 109Publish . . . . . . . . . . . . . . . . . . . . . . . . . . 19, 24Publish from Microsoft Office . . . . . . . . . . 75

Parts of a document . . . . . . . . . . . . . . . 78To any page template . . . . . . . . . . . . . . 75To template Document page . . . . . . . . 78

Q

Quick menu . . . . . . . . . . . . . . . . . . . . . . . . . 26Edit from view mode . . . . . . . . . . . . . . . 26Quick editing from edit mode . . . . 27, 28Quick editing from view mode . . . . . . . 27

R

RSS source . . . . . . . . . . . . . . . . . . . . . . . . . 94ReadSpeaker . . . . . . . . . . . . . . . . . . . . . . . . 98Ready to publish . . . . . . . . . . . . . . . . . . . . . 24Recycle Bin

Deleting a page . . . . . . . . . . . . . . . . . . . 24Empty . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Restore . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Register users . . . . . . . . . . . . . . . . . . . . . . 121Roles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14

Administrator . . . . . . . . . . . . . . . . . . . . . 15Developer . . . . . . . . . . . . . . . . . . . . . . . 15Editor . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Editor-in-chief . . . . . . . . . . . . . . . . . . . . . 15Visitor . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Writer . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Root . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

S

Save . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19


Index |129

Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Search text . . . . . . . . . . . . . . . . . . . . . . . . . . 41Selecting in tables . . . . . . . . . . . . . . . . . . . . . 35Shortcut keys . . . . . . . . . . . . . . . . . . . . . . . . 26Shortcut to a page on EPiServer . . . . . . . . 73Shortcut/external link . . . . . . . . . . . . . . . . . 73Show source . . . . . . . . . . . . . . . . . . . . . . . . . 42Show/Hide HTML . . . . . . . . . . . . . . . . . . . . 41Simple address for this page . . . . . . . . . . . . 70Slide show . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Sor t index . . . . . . . . . . . . . . . . . . . . . . . . . . . 69Sor t order . . . . . . . . . . . . . . . . . . . . . . .21, 69Spell check . . . . . . . . . . . . . . . . . . . . . . . . . . 42Standard search words for pages . . . . . . . . 71Start publish . . . . . . . . . . . . . . . . . . . . . . . . . 68Structure . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Subscription . . . . . . . . . . . . . . . . . . . . . . . .118

Subscription Tab . . . . . . . . . . . . . . . . . .119Symbols in the tree structure . . . . . . . . . . . 21

T

Table . . . . . . . . . . . . . . . . . . . . . . . . . . . .31, 34Merge cells . . . . . . . . . . . . . . . . . . . . . . . 38Modifying rows and columns . . . . . . . . . 38Split cells . . . . . . . . . . . . . . . . . . . . . . . . . 38

Table properties . . . . . . . . . . . . . . . . . . . . . . 35Alignment . . . . . . . . . . . . . . . . . . . . . . . . 36Background . . . . . . . . . . . . . . . . . . . . . . . 37Borders . . . . . . . . . . . . . . . . . . . . . . . . . . 36Cell padding . . . . . . . . . . . . . . . . . . . . . . 36Cell spacing . . . . . . . . . . . . . . . . . . . . . . . 36Height . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Summary . . . . . . . . . . . . . . . . . . . . . . . . . 38Table headings . . . . . . . . . . . . . . . . . . . . . 38The Advanced tab . . . . . . . . . . . . . . . . . 38Width . . . . . . . . . . . . . . . . . . . . . . . . . . . 36

Tabs in edit mode . . . . . . . . . . . . . . . . . . . . 67Target frame . . . . . . . . . . . . . . . . . . . . . . . . . 74Text formatting . . . . . . . . . . . . . . . . . . . . . . . 32

Delete formatting . . . . . . . . . . . . . . . . . . 32Formatting text using format templates 32Formatting text using the font button . . 34

Toolbar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Type of page in listing . . . . . . . . . . . . . . . . . 71

U

URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

V

Version management . . . . . . . . . . . . . . . . . . 55Comparing . . . . . . . . . . . . . . . . . . . . . . . 55Conflict . . . . . . . . . . . . . . . . . . . . . . . . . . 56Delete . . . . . . . . . . . . . . . . . . . . . . . . . . . 55Scheduled . . . . . . . . . . . . . . . . . . . . . . . . 55

View mode . . . . . . . . . . . . . . . . . . . . . . . . . . 14

W

WAP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Web browser . . . . . . . . . . . . . . . . . . . . 13, 16Web map . . . . . . . . . . . . . . . . . . . . . . . . . . 102Web page . . . . . . . . . . . . . . . . . . . . . . . . . . 16Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Word wrap . . . . . . . . . . . . . . . . . . . . . . . . . 30Workflows . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Activate a workflow . . . . . . . . . . . . . . . 85Established starting point . . . . . . . . . . . 85Workflows I own . . . . . . . . . . . . . . . . . . 85

Writer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68

X

XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16




Documents

Redaktörshandbok EPiServer 4world.episerver.com/.../editors-manual-4-40-english-reva.pdf · ElektroPost Stockholm AB · Finlandsgatan 38 · SE-164 74 KISTA · · Editor’s manual