System Menus, Settings & Tools

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Use the system menus, settings and tools provided in the CMS to help streamline your CMS duties. Links are provided if additional instructions are available.

System Menus & Settings

Start with CMS 101: Site Management for an overview of the primary system menu (Main Toolbar) in the CMS. Provided below is a deeper dive into each system menu in the CMS.

User Menu

The User Menu is located in the Main Toolbar near the right and is represented by your first initial or a personalized photo.

Starred - A list of your starred assets; starred assets appear in your dashboard in the content widget
History - A list of your most recently viewed assets
Notifications - A record of your publish jobs, tasks and @username mentions
Tasks - A list of your tasks including those that are open and completed
Settings - Set system settings
- Appearance of Asset Links - Keep disabled to always show system names in the Asset Tree
- Daily Content Report - Receive a summary of your CMS activities including action items and content updates
- Default Site - Specify a default site for quick access to it in the My Sites widget on the dashboard
- Notification Duration - Adjust the duration of notifications in the interface:
  - Shorter: 0.5x - 2.5 seconds
  - Default: 1x - 5 seconds
  - Longer: 1.5x - 7.5 seconds
  - Longest: 2x - 10 seconds
  - Until Dismissed
- Change Profile Photo - Personalize your account by uploading your photo
API Key - Defunct setting
Sign Out - Not functional; to sign out of the CMS, close all of your browser windows to log out of your Andrew account

Hamburger Menu

The Hamburger Menu is located in the Main Toolbar at the right and is represented by three horizontal lines.

Help & Support - Provides a link to the Help section of the CMS website for help resources
Publish Queue - View the current publish jobs in progress; available in menu only when within a site
Reports - Quick access to reports including:
- Content Up for Review (also available as a dashboard widget)
- Content Ownership
- Stale Content (also available as a dashboard widget)
Note: Reports for Broken Links and Google Analytics Statistics are not functional; use alternate options for checking links and web analytics.
About Cascade CMS - Information about Cascade CMS including version

Context Menu

Right-clicking on an asset in the asset tree opens the Context Menu with available actions.

Name - System name of an asset
Star - Star assets for quick reference
Path - Path of an asset in relation to the base level of site with option to copy it
View on the live website - The live version of a page if previously published
Edit - Make changes to an asset
Publish - Push an asset to the web servers and make available on live and/or staging sites
More - More options
- Move - Move an asset into a different folder
- Rename - Change the system name of an asset
- Copy - Duplicate an asset
- Delete - Remove an asset
- Unpublish - Unpublish an asset from the web servers
- Check-out/Lock - Place a lock on an asset so it can't be modified by others
- Relationships - Find assets that reference an asset
- Audits - View the history of an asset
- Versions - View and restore previous versions of an asset
- Reference - Not functional
- Tasks - A list of tasks specific to the asset; new tasks can also be created
- Schedule Review - Specify a date to review the asset
- Mark As Reviewed - If a review of an asset was scheduled, mark it as complete

Tools

Tools are provided to perform various actions in the CMS.

Chooser

The Chooser tool slides into the CMS interface from the right and provides a method of selecting an asset. Whether it be adding an image to a page, linking to another page or moving an asset to a new folder, the Chooser tool is used to complete the task.

While performing various tasks, the option to Choose Page/File/Folder/Link will be provided
Click on the option to open the Chooser
Use one of the three methods to choose the asset
1. Recent provides a list of recently viewed assets; if the asset is on the list, click on it to select it; if not, use one of the other methods
2. Starred provides a list of starred assets
3. Browse allows you to browse for the asset starting at the base level of the site; clicking on a folder will display the contents of it, clicking on a page or file will select the asset. Use the breadcrumbs to navigate the structure of your site.
4. Upload allows you to upload a file and then choose it; drag and drop the file into the box, or use the choose link to browse and select it from your computer; select a placement folder to upload the file to
Click Choose at the upper right to complete the selection

Tips:

Stay within the same site when using the Chooser; do not select an asset from another site listed under Recent, and do not change the site selected when using Browse
You may use the Search feature if you know the name or part of the name of the asset
You may change the view from a list to Thumbnails for a more visual display

Batch Actions

Actions can be performed on multiple assets using the batch tools provided.

Selected pages with batch action tools

In the asset tree, select the folder which contains the assets; the contents of the folder will display in the workspace
Use the checkboxes to select the assets, or use the Select All tool to select all assets on current page
Perform a batch action using the tools above the assets

From left to right:
1. Publish - Push the assets to all publishing destinations available; do not use if you wish to select a specific server to publish to, such as the staging server only
2. Unpublish - Remove the assets from all publishing destinations available; do not use if you wish to select a specific server to unpublish from, such as the staging server only
3. Copy - Duplicate the assets
4. Move - Move the assets into a different folder
5. Delete - Remove the assets
Complete the steps to perform the task

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