Richmond Home

Cascade Tutorials

In this section you will find resources and step-by-step instructions for making content edits or performing other tasks in Cascade, the University of Richmond's website content management system. 

Accessing Cascade
  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
    login screen
The Dashboard

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.

dashboard

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. 
Creating A New Page

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:

  1. In the Site drop-down menu in the upper left corner, choose the Site to create content in. You can type or search for the name. Your most recently-visited Site, if you have one, will appear first on the list for easy access.Site Selection Drop Down
  2. Once on a Site, click on the “Add Content” button. This dropdown is filled with your sites available page templates. Content here varies by organization. Add content button
  3. Click on one to begin creating content.
  4. Add additional content to the page.Add content button
  5. Replace the template name (KP4-SECONDARY-PAGE in this example) with your page name.
  6. Open the Body Copy Section of the template. If you have access, you may see the option to added images and other componets to the page here.
  7. Enter your content in the Page Content portion of the Body Copy Section of the template.Newpage page content
  8. If your content contains policy information, use the Policies Section of the template to add your policy content from the policy database.Newpage page content add policy information
  9. Optional promo items are displayed on the left margin of the page and defined in the Related Content Item Section of the template. If you choose not to display any promo items, delete the example text from the Heading text area. You may have a maximum of five promo items. Newpage page content Promo item
  10. The Row Items Section of the template allow you provide an array of content options for your pages. More information can be found on these below.Newpage page content Row items
  11. Select Preview Draft.
  12. Select Submit and enter comments.Newpage page content submit button
  13. Your new page will them be visable in the asset tree of your site.Newpage page content asset tree showing new file
User Menu and Account Settings

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.
Accessing Your Site in Cascade

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

Site Selection Drop Down

Select your site from the drop-down list.

site drop down list

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

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.

site seleced and asset tree

Button and Text Promos (Adding Related Content)

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 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 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.related content editNewpage page content Promo item
  • Select Button-Promo or Text-Promo from the Promo Type drop-down list.
    related content promo types
  • Enter the text to be displayed on the button in the Heading text area (for both button and text promos).
    related content heading
  • 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).
    related content links
  • You may add additional promos by clicking the ‘+’ symbol.
    related content plus symbol
  • A new promo item will be added; displaying ‘(2/2)’.
    related content plus symbol addition
Note: To reorder your promo items use the black up/down arrows to the right of the ‘+/-‘ buttons. The red ‘x‘ will delete a promo item.
Inserting Hyperlinks

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. hyperlink Select Text
  2. Click the Insert/edit link button on the WYSIWYG toolbar.
    hyperlink Button
  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.

      hyperlink Select Internal
     
  4. The choose a file, page or link dialog will appear.
    hyperlink choose link source
  5. Navigate to the desired page or file by clicking through the folder structure.
    hyperlink navigate
  6. Click the Choose button to select the page/asset.
    hyperlink choose link source
  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.

    hyperlink add comments

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.
    hyperlink Button
  3. Be sure the External box is selected.
    hyperlink Select External
  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.

    hyperlink add comments
Inserting Email Links

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.
    hyperlink Button
  • 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.
    hyperlink Select External
  • 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.

    hyperlink add comments
  • 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.
    hyperlink add comments
Editing Subnavigation

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

subnavigation

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.

    subnavigation select edit

  2. Then give the page a display name.
    Subnavigation display name
Moving and Renaming Pages

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

 

original asset original asset

Scenario if modified, but not un-published

 

 

modified asset

original asset modified asset
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

Step

Action

1

Select (or click on) the page or file you wish to rename or move.

2

Click More and then the Rename options.
Be sure to Check the Unpublish Content check box.

 move-rename select un=publish

Click More and then the Move options.
Be sure to Check the Unpublish Content check box.

 move-rename select un=publish

3

If you wish to move the asset, click the link to the right of the Parent Folder name.

 move-rename select un=publish

If you wish to rename the asset, skip to step 7.

4

The Choose dialog box appears.
 move-rename select un=publish

5

Select the new parent folder from the dialog box.

6

Click the Confirm button.

7

If you wish to rename the asset, replace the text in the System Name field with your desired page name.

 move-rename select un=publish

Note: This name should contain no spaces; dashes are permitted.

8

Click the Submit button.

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

Uploading a File
Step Action
1

Select the destination folder (i.e., Where do you want this file to be stored?)

2

Select Add Content | New | File
move-rename select un=publish

3

In the middle of the page you will see the new “drop zone” that allows you to drag files from your desktop directly into the Cascade interface.

You can drag your file into the box.
Or
Choose the Browse (or Choose File if on Mac) button and select your file in the File Upload dialog box. Click the Open (or Choose) button on the File Upload dialog box.

move-rename select un=publish

Note: Be sure you have renamed your file and eliminated all spaces, per asset naming conventions.
4 Click the Preview Draft | Submit button to upload and save your file.
Replacing a File
Step Action
1 Select the file you wish to replace.
2 Click Edit.
3 In the middle of the page you will see the new “drop zone” [Drop a file here] that allows you to drag files from your desktop directly into the Cascade interface. You can drag your file into the box.

Or

Choose the Browse (or Choose File if on Mac) button and select your file in the File Upload dialog box. Click the Open (or Choose) button on the File Upload dialog box.

4 Click the Preview Draft | Submit button. The “Edit Successful” message displays.
5 Click the Publish tab and click the Submit button. The “Publish message sent successfully message” displays.
Note: Cascade Contributors that use workflows should forward the workflow to a manager to have the new file published as they will not be able to see the Publish tab.
Testing Edits on the QA Server

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.

Publish Tab

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

Publish Tab with prod deselected

3. Click the Publish.
published queued

published completed
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).

Viewing and Activating Versions of a Page

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

Step

Action

Result

1

To view previous versions of any page, you must first select that page.

A preview of the page will appear in the right pane.

2

Click the More tab and select Versions.

A list of versions will be displayed in descending order by date. You will also see columns indicating the last modified date/time, last modified by and any comments added to the version.

select a version

3

Select a version from the list by clicking the hyperlink (reads as the absolute path in Cascade).

The version will display in the right top pane click More:

select a version

select a version

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.

Step

Action

Result

1

Clicking the Newer option will allow you to move one version up on the list that we saw in step 2 above.

Newer Version

The version will display in the right pane.

newer version

2

Clicking the Older option will allow you to move one version down on the list that we saw in step 2 above.

The version will display in the right pane.

Older version

3

Clicking the Current option will allow you to view the last saved version of the page. 

This is the version you see when you first select the page in Cascade and may even be the page visible on the live website.

The version will display in the right pane.

current version

4

Clicking the Activate option will make the version you are currently viewing the active (or current version).  It will move to the top of the list. 

Activate Version

Note: A newly activated page is not live and must be published to display on the live website.

 

Restore a version

5

Clicking the Delete option will remove the version you are currently viewing from the versions list.

Note: Remember, a new version is created each time the Submit button is clicked.  Deleting versions may be helpful when trying to eliminate noise from your versions list.

 

Delete a version

6

Clicking the Compare with Current option allows you to compare the selected version with the current version. 

Markings similar to those of track changes in Microsoft Word will display on the page.

compare a version

Editing Within a Workflow

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.

Cascade Training

New University staff members with website responsibilities can submit a training request form to request training in Cascade, the University's primary content management system.