CommonSpot Fundamentals Course Outline
The following topics are covered in-depth during three days of CommonSpot Fundamentals training. Since the training will include hands-on excercises, attendees should bring their own laptop.
CommonSpot Server Configurations
Architectural Overview: CMS 101
Server Types
Configurations
Introductions to CommonSpot Workspaces. Where do you Work?
Site vs. Administrator Module
Administrator Module Overview
Subsite Administration vs Site Administration
Sites vs. Subsites, Pros and Cons
Directory Structure
Logging in/Authenticating into a Site
Authentication Support
Pending Actions
CommonSpot Indicators
My Pages Page
Creation Process
Page Creation Dialog Chain
Invocation via UI and Createpage.cfm
Subsite Selection Dialog
Template Gallery Dialog
Standard Metadata Dialog
Page Naming using Addressable URLs
Activating/Inactivating Page
Architecture of a Page
Stub Files & Caching
Page Properties: Access to Page Metadata
Elements & Templates
Element Fundamentals
What are CommonSpot Elements?
Element Types: Layout, Standard, & Custom
Editing Process and Content States
Workflow: Current, WIP, Pending Approval, Version History
Concurrency Handling / Page Locking
Working with Elements
Adding Elements to a page: Element Gallery
How do contributors interact with elements?
Element Properties vs. Editing Content
Rich Text Editor
Images and Image Gallery
Links & Link Wizard
Template Fundamentals
What are CommonSpot templates? Examples
Template Hierarchy & Dialog
Template Types
Base vs. Navigation vs. Content Templates
Hard Templates vs. Soft Templates
Free-form vs. Rigid Content Templates
Template Inheritance Restrictions
Template/Element Inheritance Restrictions
Page Inheritance Security
Restore Inherited Content/Properties Dialog
Template Security
Custom Metadata Forms
What are Custom Metadata Forms? Why are they useful?
Metadata Form Creation Process
Form Bindings
Inclusion in Full Text Indexing
Tagging Metadata to a Page
Taxonomy as Custom Metadata
Creating & Managing a Taxonomy
Term Editor
Tagging Content using the Taxonomy Browser
External Content: Documents & Links
Incorporating External Content
Upload New Document Dialog
External Pages Dialog
Page Index Element
What is a page index? What is it used for?
Filtering Standard vs Custom Metadata
Page Index Layout Properties
Navigating a Taxonomy: Facet Navigation
What is Facet-based Navigation?
Facet-based Navigation Element
Binding Navigator to Page Index or Custom Element
User/Group Management & Security
User/Group Management
Security Overview: CommonSpot Security Levels
General Security
Content Security
Container Element: Advanced Properties
Layout Properties: Random vs Scheduled
Scheduled Content: Timeframes & Audiences
Schedule/Personalize Criteria
Custom Elements: User Defined Content Objects
Custom Element Overview & Examples
Custom Element Types: Global vs. Local
Custom Element Creation Process
Working with Custom Elements
Entering Data for Custom Elements
Controlling Rendering: Display Templates
Rendering Modes: Current vs Existing Data
Content Reuse: Dynamic vs Manual Data Display
Data Browser Properties
Simple Form Element
Overview
Naming & Managing Form/Action
Form Results Text
Creating Form Fields
Form Layout Properties
Datasheet Element
Datasheet Basic Use
Layout Properties
Editing Columns
Action Columns: Edit & Delete
Datasheet Views and Filters
Building & Managing Global Custom Elements
Inclusion in Full Text Indexing
Viewing Page for Linking to Data
Building an Interface for Managing Data
Adding Data: Simple Form
Managing Data: Datasheet
Advanced Security: Field Security
Explicit Field Security
Form Field Permissions
Search / Full Text Indexing
Overview
Search Form & Search Results Elements
Managing Verity Collections
Content Availability
Re-Indexing
Cascading Style Sheet Support
Enabling Style Sheets
Registering the style sheet
Registering Classes
CommonSpot Administrator
CommonSpot Administration Home Page
Server Configuration
Hosting Customers
CommonSpot Tools
Site Administration
Administrative Tools
Field Masks
File Formats
Miscellaneous Settings
Output Types / Extensions
Page Creation / UI Properties
Rich Text Editor Settings
Scheduled Jobs
Spell Checking
Subsite Administration
Properties
Reports
CommonSpot Help/Support
PaperThin.com Documentation/Support
