Cascade Tutorials

1. Enter the Cascade address into your browser: https://cas.richmond.edu:8443
2. Enter your login credentials (Net ID and password)
3. Click the Login button
   

The Cascade dashboard is a bird’s eye view of your action items, notifications, and site content.

Log in to Cascade

To view the dashboard, log into Cascade with your university NETID and password.

By default, the dashboard includes the following widgets:

• Welcome - You can add widgets or reset your dashboard from the Welcome widget. If you have unread notifications, you can click the badge on the date in this widget to view them.
• My Sites - Sites you’ve recently visited will be listed here. Click any of them to switch into the site, or use the Site dropdown menu to view all sites you have access to.
• My Upcoming Tasks - Tasks assigned to you will be listed here in order of their due date.
• New Content - Create new assets right from the dashboard by clicking on any of the Asset Factories in this widget. My Content - Quickly access your recently-viewed assets, owned content, drafts and working copies, and workflows from this widget. If you have workflows waiting on you or one of your groups, you’ll see a badge on the Workflows tab.
• Stale Content - Keep your content fresh by monitoring stale assets that haven’t been updated in a while.
• Notifications - Your most recent notifications such as workflow notifications, publish reports, and user mentions will be listed here.
• Content to Review - Assets with upcoming review dates will be listed here.
• Link Checker - If a broken link check is scheduled for your site(s), the number of broken links and assets with broken links found will be displayed here.

To customize a widget:

1. Hover over the widget and click the pencil icon ( ) in the upper-right corner.
2. Configure your widget and click Save Settings.

To move or reorder widgets on the dashboard:

1. Hover over the widget and click and hold the menu bar ( ) in the upper-left corner.
2. Drag the widget to its new position on the dashboard.

To add widgets to your dashboard:

1. Click the Add Widget button in the Welcome widget.
2. Click the plus sign ( ) next to the widget you’d like to add.
3. Note that you can have multiple widgets of the same type on your dashboard configured to reflect data from different sites.

To remove widgets from your dashboard:

1. Hover over the widget and click the X icon in the upper-right corner.
2. Confirm that you’d like to remove the widget from your dashboard.

To reset you dashboard to the default widget configuration:

1. Click the Reset Dashboard button in the Welcome widget.

As you continue with your site, you will have the need to create new pages. You can create a page by using a variety of page templates. Our most common ones are:

• KP4 Secondary Page Template
• KP4 FAQ Secondary page Template

To create a new page:

As you continue with your site, you will have the need to create new pages. You can create a new page by using either of the following page templates:

• Hermes-Landing-page
• Hermes-Secondary-page

To create a new page:

User Menu

Your user menu is accessible when viewing any area in Cascade CMS. To access the user menu, click on the letter representing your name (or your profile picture if you have one set) in the upper-right corner.

• Settings - Configure some basic preferences for how you interact with Cascade CMS (see Account Settings below).
• History - View your recently-visited assets in the My Content area.
• Notifications - View your notifications such as workflow notifications, publish reports, and user mentions.
• Tasks - View tasks that are assigned to you.
• Sign Out - Log out of Cascade CMS. After a period of inactivity set by your CMS administrator, you’ll be logged out automatically.

Account Settings

To access your account settings, click on the user menu button and then click Settings. The following settings are available to configure:

• Unpublish on Move / Delete - Determine whether the unpublish option is enabled by default when moving, renaming, or deleting an asset. To avoid creating "orphaned" assets on your web server, we recommend leaving this option enabled.
• Appearance of Asset Links - View assets by either their Title/Display Name or their system name in Cascade CMS.
• Default Site - Choose your default site here to pre-filter new dashboard widgets and reports to display data from this site.
• Change Profile Photo - Drag and drop an image file or choose one from your computer to create a profile image. This image will be displayed next to your username in Cascade CMS.

Upon logging in, you will notice the Site dropdown menu in the upper left cornor of the top menu bar.

Select your site from the drop-down list.

Or you can select your site from the My Sites widget.

Your site structure will display in the asset tree on the left side.

Your site’s Recycle bin is locate directly above the asset tree.

Related Content Items (Button and Text Promos)

Optional related content items, most often button and text promos, are displayed on the left margin of the page (in the desktop version). If you choose not to display any promo items, delete the example text from the Heading text area.

Adding a Text or Button Promo

A button promo appears as a gray button with black text. These buttons are used to highlight related content. Think of it as, “If you are reading this page, you may also be interested in…” A text promo appears as a text block a gray background. This is freeform text you can input. Examples of existing text promos include: mission statements, hours of operation or interesting yet related fact.

• While in Edit mode, scroll down to the "Related Content Item" section of your temlplate and click it to expand the section.
• Select Button-Promo or Text-Promo from the Promo Type drop-down list.
  
• Enter the text to be displayed on the button in the Heading text area (for both button and text promos).
  
• For Text-Promos: simply enter your content in the "Short Description" region.
  
  For Button-Promos: choose your link type. Your button can link to a page within your site (internal link), a PDF file within your site or an external website address.
  
  Internal Link: Click the blue browse icon, select your page and click Insert.
  Internal PDf file: Click the orange browse icon, select your PDF file and click Insert.
  External URL: enter the complete URL in the text area (i.e., http://web.richmond.edu).
  
• You may add additional promos by clicking the ‘+’ symbol.
  
• A new promo item will be added; displaying ‘(2/2)’.
  

Related Content Items (Button and Text Promos)

Optional related content items, most often button and text promos, are displayed on the right margin of the page (in the desktop version).

Adding a Text or Button Promo.

A button promo appears as a red button with white text. These buttons are used to highlight related content. Think of it as, “If you are reading this page, you may also be interested in…” A text promo appears as a text block with a gray background. This is freeform text that you can input. Examples of existing text promos include: mission statements, hours of operation or interesting yet related fact.

• While in Edit mode, scroll down to the "Related Content" section of your temlplate and click it to expand the section.
• Select Promos or Text-REgion from the Content Type drop-down list.
• Enter the text to be displayed on the button in the Call to Action area (for a button promo). Then enter the URL assiciated with your button in the apporiate box (Internal document, internal or external link)
  
• For Text-Promos, enter your promo Title in the "Title" boxand enter your short description into the content region copy box.
  
  
  
• You may add additional promos by clicking the ‘+’ symbol.
  
• A new promo item will be added; displaying ‘(2/2)’.
  

There are two types of hyperlinks: Internal and External.

An internal hyperlink links to another page or asset within your site, while an external hyperlink links to a page or asset outside of your site.

Note: Internal hyperlinks link to pages or assets within your site. While you may be able to view other sites, this link type is restricted to pages/assets within your site.

Adding Internal Hyperlinks

To add an Internal Hyperlink

1. While in Edit mode on your page, select the text (click and drag) that you would like to convert to a hyperlink.
2. Click the Insert/edit link button on the WYSIWYG toolbar.
   
3. Be sure the Internal box is selected. Then choose a File, Page or Link from within your site by clicking the Link Source button.
   
   
4. The choose a file, page or link dialog will appear.
   
5. Navigate to the desired page or file by clicking through the folder structure.
   
6. Click the Choose button to select the page/asset.
   
7. The dialog box closes and the confirmed path is displayed under the Link Source box.

   Note: If you find that this is not the correct file, you can click on the path to select another page/asset.

8. Make sure the Target field is set to None.

   Note: Links pointing to pages from within the same site should open in the same window.

9. Click the OK button.
10. You return to the page in Edit mode with the new hyperlink visible.
11. To save and preview your change, click the Preview Draft button.

    Note: You can test your link in this mode to ensure it points to the proper page/asset.

12. To submit your change, click the Submit button, enter comments, and submit again

    Note: This change is not visible online until the page is published.

    

Adding External Hyperlinks

Note: External hyperlinks link to pages or assets outside of your site.

To add an External Hyperlink

1. While in Edit mode on your page, select the text (click and drag) that you would like to convert to a hyperlink.
2. Click the Insert/edit link button on the WYSIWYG toolbar.
   
3. Be sure the External box is selected.
   
4. Enter the complete URL (including the ‘http://’) of the website that you wish to link to in the Link Source field.
   

   Note: It is much easier to open a new window, browse to the actual site and copy the URL from the address bar.
   

5. Select New Window from the Target drop-down list.
   Note: Links pointing to pages outside of your site should open in a new window.
6. Click the OK button.
7. You return to the page in Edit mode with the new hyperlink visible.
8. To save and preview your change, click the Preview Draft button.

   Note: You can test your link in this mode to ensure it points to the proper page/asset.

9. To submit your change, click the Submit button, enter comments, and submit again

   Note: This change is not visible online until the page is published.

   

When a visitor clicks on a mailto link, their default email client opens and the ‘To:’ line is populated with the email address you provide.

To attach an email link to content:

• While in Edit mode on your page, select the text (click and drag) that you would like to convert to a hyperlink.
• Click the Insert/edit link button on the WYSIWYG toolbar.
  
• Be sure the External box is selected.
  Note: The users email client will open when the link is clicked therefore you do not need to select a Target.
  
• Enter the text, ‘mailto:’ immediately followed by the desired email address in the Link field (i.e., mailto:webserv@richmond.edu)
• Click the OK button.
• You return to the page in Edit mode with the new hyperlink visible.
• To save and preview your change, click the Preview Draft button.

  Note: You can test your link in this mode to ensure it points to the proper page/asset.

• To submit your change, click the Submit button, enter comments, and submit again

  Note: This change is not visible online until the page is published.

  
• To submit your change, click the Submit button, enter comments, and submit again.Mbr/> Note: This change is not visible online until the page is published.
  

By default, pages will display the folder’s subnavigation (which now appears on the left side of the page):

To be sure a page appears in the subnavigation, it needs a display name in the page’s metadata.

To edit the metadata:

1. Click Edit, then select Metadata in upper right hand corner of the toolbar.

   

2. Then give the page a display name.
   

Remember: If you do not un-publish the existing page before moving or renaming, that page will continue to be live and available to users. As demostrated below: This increases the chances of users accessing inaccurate data.

	Cascade	Web Server (Live)
Original Asset
Scenario if modified, but not un-published		Both the original and modified assets are now available online. At this point, the only way to remove the original asset is to contact Web Services for a direct server delete.

Move or Rename

Now make your page edits. Don’t forget to publish your page after making your modifications.

If you are a publisher in Cascade (not in workflow), you have the option of previewing your web edits online prior to publishing to your live website.

Publishing to QA enables you to view your website edits without affecting your live website. Here’s how it works:

1. Select your page and initiate a publish job by clicking Publish. You will be presented with a list of publishing destinations.

2. Uncheck the cmsweb1 and cmsweb2 check-boxes; leaving only the QA option selected.

3. Click the Publish.



Your job will publish to:
http://qasitename.richmond.edu/folder/page.html

4. Use this URL to check your page content or form functionality, but keep in mind this will only work on the University network. If you want to view a site in QA off campus, you will need to use a VPN. When you’re ready to publish your changes to the live site, publish your form as usual (being certain that all three check-boxes are selected).

Each time you click the Submit button, Cascade creates a new version of your page. Versions are useful in instances where you must roll back to a previous version. They can also be used to quickly change the copy on a page.

For example, if your page should read one way in the spring and another way in the fall, use versions to quickly switch between the two versions of the page.

Viewing Versions

Options for viewing versions

You will see a set of options available at the top of your preview pane. These options enable you to view additional versions, delete, activate or even compare versions.

Workflow is a feature that has been adopted by some campus units, but not all. It simply automates the webpage editing approval process.

Please view the Workflow Quick Reference Guide for detailed workflow instructions.

Workflow Troubleshooting

Problem: I received an email stating that action needed to be taken and that my workflow is overdue.

You have created the workflow, but did not forward it to your approver.

1. Go to the Dashboard in Cascade and check My Content | Workflows section: You will see your workflow listed. Click on the link to the workflow to open the Workflow.
2. Click the link for your workflow.
3. In the Contributor Review section of the workflow screen, you will see a list of available actions.
4. Click the ‘Forward to XX-Manager’ link, enter comments and click the Submit Comment button.

Problem: I know I submitted my workflow, but the changes are not live yet.

Be certain that you have submitted your workflow to the approver by following Step 1 above. Your workflow section should be empty. Check your Notifications area for a Workflow Complete message. If one exists, do the following:

1. Click to open the message
2. Click on the link in the body of the message that reads ‘click here’.
3. Look at the Completed Steps
4. If the Action Performed in the last step ends in ‘delete’ or ‘reject’, your edit was not approved. You may want to contact your approver for more information. Typically this information is provided in the comments, which are visible within this window.
5. If the last action ends in ‘approve’, contact your approver for more information.

Problem: I don’t know if my approver received my workflow.

While in the Workflow screen, you can find the owner of the current workflow step under Current Step Owner. If you have successfully submitted your workflow, your content approvers name will be listed under Current Step Owner.

If your name is listed under Current Step Owner, you must select the ‘Forward to XX-Manager’ option under the Available Actions so that your request can be approved.

Problem: I have logged out of Cascade, how do I return to my workflow?

Log into Cascade and check My Content | Workflows section: You will see your workflow listed. Click on the link to the workflow to open the Workflow.