November 22, 2009     79.0F   26.1C   
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Miller School of Medicine at the University of Miami

Ingeniux Content Management System Tutorial >>

Login

  1. Open Internet Explorer
  2. Go to http://cms.med.miami.edu (You may also go directly to your site by entering the URL http://cms.med.miami.edu/sitename/author/author.asp, substituting your site's directory name for sitename)
  3. Enter your User Name: medical\yourusername
  4. Enter your network password (the same password you use to log in to your computer)
  5. Login
  6. Click OK
  7. The first time you log in to Ingeniux, you will be prompted to install two signed controls onto your computer. Click Yes in each of the dialog boxes and the controls will be automatically installed for you.
  8. Once you have logged in, a list of web sites will be displayed. Click on the link to your site to begin editing

 

Parts of the User Interface

The Ingeniux user interface consists of three main elements: the Information Pane on the left, the Edit/Preview Area on the right, and the Toolbar at the top of the window.

  • The Info Pane contains a list of pages assigned to the current user when the Assignments tab is selected, a search pane if the Search tab is selected, or a tree view if the Site Map tab is selected
  • The Edit/Preview Area is the main editing area for creating/revising pages
  • The Toolbar contains buttons you will use to create pages and publish them to the Web
Ingeniux User Interface

Site Map/Site Folder

When you click on the Site Map tab in the Info Pane, your site content is displayed in a hierarchical directory, which more or less coincides with the structure and navigation of your web site.

  • Items in bold are marked for publish; items not in bold are not yet marked for publishing
  • Icons in the Site Map indicate the status of pages: A grey icon page icon indicates a page is checked in; a color icon page iconindicates a page is checked out
  • Icons in the Site Map also indicate whether an item is a folder folder icon or a page page icon

Moving/Copying Pages Within the Site Folder

The Site Folder displays all of the pages and folders in your web site. To access the Site Folder, click on the Site Map tab in the Info Pane, then double-click on the Site Folder. The Site Folder provides a way to change the order of items on the site - changing the order of items in the Site Folder also changes the order of items in your site's navigation.

  • To move a page, click on the page you wish to move, and drag it to its new location
  • To copy a page, hold down the Control key while you drag the page
  • The system will display a warning before you move a page to a new location - click the Yes button to continue or No to cancel

Creating a New Content Page

  1. Once you have logged in to Ingeniux and selected your site from the list of web sites, click on the Site Map tab in the Info Pane
  2. Double-click on the Site Folder to open it and list the pages and folders for your site
  3. In the toolbar at the top of the window, click the New button NEW button - OR - right-click on an item in the Site Folder and select New... then select Page...
  4. In the Create New Page window, enter a title in the "Create a new page named:" field. Try to keep your page titles brief - no more than 20-25 characters, wherever possible. This text will be used in your site's navigation and in the Site Folder, but not in the page itself. (You can create a longer, more descriptive page title when you begin editing the page)
  5. In the "Type" menu, select Content Page
  6. In the "Layout" menu, select default.xsl
  7. Click the Create button
  8. Create New Page window
  9. Your new page will now appear in the Site Folder as a child of the currently selected item - select the new page to begin editing
  10. In the "Title/Headline" field, enter the title of your page
  11. In the "Main Story Content" window, enter the page content. Use the buttons in the Formatting Toolbar to apply formatting to your text as needed
  12. Edit/Preview window
  13. Click the Spell Check button SPELL CHECK button (in the Toolbar at the top of the window) to check your spelling
  14. Click the Save button SAVE button (in the Toolbar at the top of the window) to save your work
  15. Click the Preview tab to see how the page will appear when published

Editing a Content Page

  1. Select the page you wish to edit from the Site Folder.
  2. If the page is currently assigned to someone else, click the Check In button CHECK IN/CHECK OUT button
  3. Click the Check Out button
  4. Edit your text in the "Main Story Content" area
  5. Click the spell check button SPELL CHECK button to check your spelling
  6. Click the Save button SAVE button to save your work
  7. Click the Preview tab to see how the page will appear when published
Copying Text from Other Programs

Although it is possible to copy and paste text from Word or other software programs DIRECTLY into the "Main Story Content" window, it is NOT recommended. Text copied from Word includes a large amount of extra formatting that may not display properly in a Web browser. To avoid this problem, you must strip the Word formatting from your text before pasting it into the "Main Story Content" area:

  1. Open the document containing the text you wish to copy
  2. Highlight and copy (Edit/Copy or Ctrl+C) the text
  3. Open your text editor (NotePad, WordPad, or SimpleText) and paste (Edit/Paste or Ctrl+V) the text
  4. Highlight the text and copy (Edit/Copy or Ctrl+C) it again
  5. Go back to Ingeniux and paste (Ctrl+V) the text into the "Main Story Content" area
  6. Use the text editing tools within Ingeniux to apply formatting to your text, as needed

Deleting a Content Page

  1. Right-click on the page you want to delete
  2. The system will ask for a confirmation before you delete the file - click the Yes button to continue or No to cancel
  3. Pages that are deleted are moved to the Recycle Folder. If you delete a page accidentally, locate it in the Recycle Folder and drag it back to its proper location in the Site Folder

Uploading a Document (Word, Excel, PowerPoint, or PDF files)

  1. Make sure that the name of the file you are about to upload does not contain any spaces or special characters (such as ?, *, /, \, &) and make a note of the file name before proceeding
  2. Click the Upload button UPLOAD button
  3. In the Upload Files window, select the document you wish to upload
  4. In the "Upload to" dropdown menu, select Documents
  5. Click Upload
  6. The system will display a message confirming that your file was uploaded successfully
  7. Click OK
UPLOAD FILES window

Adding Photos and Graphics

Preparing Images for the Web

If you are going to add photos and other images to your web site, you will need an image editing program, such as Photoshop Elements, Microsoft Picture It!, Microsoft Paint (included with Windows), Paint Shop Pro, iPhoto (included with Mac OS), or Picasa (free download from Google), in order to resize/crop/edit images.

  • All images for the web should have a resolution of 72 pixels/inch 
  • If your image is a PHOTO, save as file type JPEG
  • If your image is a GRAPHIC, CHART, or ILLUSTRATION, save as file type GIF
  • Make sure the filename is in lowercase letters and contains no spaces or special characters (such as ?, *, /, \, &)
  • When naming an image, use a brief, descriptive name, rather than naming it something like "photo1.jpg" - this will help you find your images easily as your site grows and you add more images
  • Avoid using too many images or very large images, as this will increase download times for your site's visitors

Uploading an Image
  1. Click the Upload button UPLOAD button
  2. In the Upload Files window, select the image you wish to upload
  3. In the "Upload to" dropdown menu, select Images
  4. Click Upload
  5. The system will display a message confirming that your file was uploaded successfully.
  6. Click OK
UPLOAD FILES window
Inserting an Image
  1. Make sure you have already uploaded your image to the Images folder
  2. Right-click in the "Main Story Content" window and select Picture...
  3. INSERT IMAGE window
  4. In the Picture window, select an image from your Images folder
  5. In the "Alternate Text" field, enter a brief caption for the photo
  6. If you want your text to wrap around the image, select either left or right in the "Alignment" dropdown menu
  7. If you want to add more space around your image, enter a number (5-10) in the "Horizontal" and/or "Vertical" spacing fields
  8. Click OK
SELECT IMAGE window

Creating Links

Links to External Web Sites
  1. In the "Main Story Content" window, highlight the text for your link
  2. Right-click on the text and select Hyperlink...
  3. Creating a link
  4. In the "Type" dropdown menu, select http://
  5. In the "URL" field, enter the address for your link
  6. In the "Target" field, select _blank so that the link will open in a new browser window - if no target is specified, the linked page will open in the same window
  7. Click OK
HYPERLINK dialog box - creating an external link

Links to Pages Within Your Site
  1. Highlight the text for your link
  2. Right-click on the text and select Hyperlink...
  3. In the Site Folder, locate the page to which you are linking, and click and drag the page to the "URL" field.
  4. Click OK
HYPERLINK dialog box - creating an internal link

Email Links
  1. Highlight the text for your link
  2. Right-click on the text and select Hyperlink...
  3. Select mailto: from the "Type" dropdown.
  4. In the "URL" field, enter the email address after mailto: (for example: mailto:jsmith@med.miami.edu)
  5. Leave the "Target" and "Bookmark" fields empty
  6. Click OK
HYPERLINK dialog box - creating an email link

Links to Documents
  1. Make sure you have already uploaded your document to the Documents folder
  2. In the "Main Story Content" window, highlight the text for your link
  3. Right-click on the text and select Hyperlink...
  4. In the "URL" field, enter documents/ followed by the filename and extension (for example: documents/myform.pdf)
  5. In the "Target" field, select _blank if you want the file to open in a new window - if no target is specified, the document will open in the same window
  6. Click OK
HYPERLINK dialog box - creating a link to a document

Creating a New Folder

  1. Right-click on the Site Folder
  2. Move your mouse over New..., then select Folder
  3. A new folder will appear within the Site Folder
  4. To name the folder, right-click on the folder, select Rename
  5. Enter a new name for your folder

Adding a Search Engine Description and Keywords

You have the option of adding a search engine description and keywords for your site. The description will appear in your site's search engine listing - it should be a very brief, descriptive summary of your department/center. The keywords are a list of words the public might use to find your site when doing a web search.

  1. Click on Internal Components in the Site Map
  2. Click on Site Control
  3. If the Site Control page is currently checked out to another user, click the Check In button, then click the Check Out button
  4. Enter your site description in the "Search Engine Meta Description" field
  5. Enter your search engine keywords in the "Search Engine Meta Keywords" field. Keywords should be delineated by commas. Please do not use double quotation marks (" ") in keywords. 
  6. Do NOT change the Home Page Link,, URL, or Navigation fields.
SITE CONTROL window

Publishing Your Site

  1. Select the page you wish to publish from the Site Map
  2. Preview the page to make sure it is ready to be published
  3. Right-click on the page in the Site Map and select Mark for Publish. Every page that will be on the site should be "marked for publish"
  4. To actually publish the site, thereby making your changes actually appear on the public site, select the very first item in the Site Map tree, the "Content Store"
  5. Right click and select Publish and then select Page and Children
  6. Choose Full Publish and you are done
  7. You will get a message saying "Publish request has been successfully submitted to the server"
  8. It may take as long as 15 minutes for all of the edits to appear on the live site depending on server traffic
  9. Verify your changes to the live site (outside of Ingeniux) by viewing the page in a web browser - you may need to refresh the page in order to see the changes you just made

General Web Guidelines

While all sites need not look the same, all authors and designers should adhere to the Medical Web Services Design Guidelines and Style Guidelines whenever possible to provide continuity and similarity across all sites.

For Additional Help

If you have any questions, please contact Medical Web Services (phone: 305-243-5547; email: webmaster@med.miami.edu).