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Using CommonSpot to Maintain
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Creating New Pages


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Table of Contents


Introduction

There are two methods for creating new pages in CommonSpot:

As you can see from the table of contents, above, we will discuss the creation of pages from scratch, then the creation of your own derived templates, and then the use of a blank page to create a new page by copying an existing page.


Create New Page (from template)


Templates

A template is the starting point for constructing a page in CommonSpot. Using templates provides a way to more easily build a site with consistent page design, and to maintain that consistency over time. The system provides a choice of templates, and you can also create your own templates, by starting with one of the system templates and adding page elements.

The CommonSpot software design works with two kinds of templates: "base templates," and "derived templates." Base templates are hand-coded by programming staff. Derived templates are layered on base templates or other derived templates, and use CommonSpot page elements and other features to add content.

A useful mental model for templates is a multi-layer overhead transparency: you start with a base layer, then add more and more items on top of it. What you and your audience see at any time is all the layers together. The figure below illustrates the relationship between base templates, derived templates, and pages built on them:

The illustration above is simplified by having only one derived template in the stack. You are likely to find it useful to have multiple derived templates, one built upon another, as the starting point for many of your pages.

At Ohio University, we are configuring CommonSpot with several different templates that are available for use by pagemasters and content contributors. The templates that are presented to you as available choices when creating a new page may include templates whose use is required, permitted, or forbidden, for that particular page. It is the pagemaster's and content contributor's responsibility to choose an appropriate template.

All official Ohio University Web pages, on any server, are required to meet specific design guidelines (including the placement of the new logo graphic mark in the upper left corner and the copyright statement at the bottom), regardless of the server they are published on. Templates are available in CommonSpot that facilitate meeting those guidelines, for use by pagemasters and content contributors building official sites. Those templates must not be used for unofficial sites.

All unofficial Web pages (student organizations, personal pages, etc.), on any server, are forbidden to use official Ohio University graphic logos (any variation of the Cutler Hall woodcut, the Intercollegiate Athletics "Attack Cat" logo, the University Seal, etc.), and must not say that they are copyright by Ohio University. Separate templates are available in CommonSpot that facilitate meeting those guidelines, for use by pagemasters and content contributors building unofficial sites. Those templates must not be used for official sites.

The "official_pages1" template is coded initially to facilitate the building of sites that are closely modeled on the Front Door design. As soon as the formal university policy on Web page design is finalized, additional render options or templates will be created as needed and made available through CommonSpot, in order to provide the full range of flexibility to CommonSpot users that is permitted under that policy to users of other servers.

The base template for use on unofficial sites includes a render option to display a link to the Front Door. Such a link is required for use on unofficial subsite home pages, and is permitted, but not required, for use on all other unofficial pages.

Because some people will be responsible for both official and unofficial subsites, you may have access to templates that must not be used for a particular page. Similarly, templates may be created and made available to you that are coded such that it is possible to change a page from official form to unofficial form by changing "render options" (discussed below). These technical possibilities do not mean that those choices are permitted.

The system programmers can revise the base template your page is built on, or you can edit a derived template, as discussed below, changing the CommonSpot elements on that particular template. In either case, the updates made to any template are reflected immediately in the display of all the pages built on top of that template, without losing the specific work on any of the pages built on that template (provided that inheritance has been preserved).

What should you do if you realize that you want to have a page that is already under construction or in production be built on a different template than the one you chose when you first created it? The following sequence of steps will be required:

  1. Start by making a new page, building it on the now-preferred template, but using a different filename (e.g., if building a replacement for "index" use "new-index"), to work with temporarily. This will start the new page from scratch.

  2. Copy any elements that you do want to continue to use from the original page (which you can still do, because it is intact), and paste them into the new page you are building. The old page will continue to be visible, undamaged, while you rebuild the new page. You must copy and paste one element at a time, until you have copied and pasted all of the elements that you want to preserve.

  3. When the new page is ready, you can rename the old page (e.g., to "old-index"), and then right away, so that there will be only a short interval of time when the page is broken...

  4. Go to the new page and rename it to the original, permanent name.

  5. Navigate to the old page, and use the "Referring Pages" choice from the "Knowledge Maps" menu to tell CommonSpot to change all links pointing to the current (old) page so that they instead point to the new replacement page. Renaming the old page in step 3 has caused all links leading to it from other CommonSpot pages that were constructed using the Page Gallery and Page Finder tools to be re-constructed to point to the renamed old version, instead of the replacement version. Be sure to click in the check-boxes for all the pages before selecting the new destination, and be sure to click on the "Save" button after selecting the new destination, in order to activate the change.

As you can see, you will not lose all your work done on the template you chose first, but the process of switching a page from one template to another is labor-intensive; CommonSpot rewards those who plan ahead carefully and select their templates thoughtfully.


Template-based Page Creation: Step-by-step

  1. Click on "Properties & Actions" icon and select "Create new page..."

  2. Select the subsite, or sub-subsite, you want the new page to be part of from the drop-down menu, if it is not already there as the default, and then click on "Next".

  3. Choose the appropriate template:

    • Expand the appropriate category, usually either "Ohio University Templates" or "Shared Templates."

    • For the reasons discussed in the last two paragraphs of the previous section, your life will be simpler if you make the correct template choice at this step, so give it some thought.

    • Initially, you may well choose the "official_pages1" template (or the "unofficial_pages1" template), because that is the only one available that meets the requirements for your pages. Later, after you or another person have saved derived templates built on the appropriate base template, you might choose one of them.

  4. Fill in the page information:

    • The new page's "name" field should include neither punctuation marks nor spaces; the URL of the new page will have the subsite (or sub-subsite) URL prepended to, and ".cfm" appended to, the name you specify. For example, if you are working in the "/demo3/" subsite, and specify a page name of "samplea", then the new page will have a URL of "http://author.admsrv.ohio.edu/demo3/samplea.cfm".

    • The page's title will be used within CommonSpot to identify the page, and the "Title-bar Caption" will be included in the HTML TITLE of the page, which is routinely the clickable text of the link leading to the page in search engine output. Therefore, exercise care in the choice of each. To the extent possible, choose a page title and title-bar caption that is unique among your pages, indicative of the content, reasonably terse, and not obscured by the use of acronyms. You can click on the orange icon with the black down-arrow to propagate that field down into others below it.

    • The "category" field will usually be either "Ohio University Website," "Other Documents," or "Unofficial Ohio University Page."

    • The "Availability" section has four check-boxes. The "search results" one does not matter, because we are not using that feature of CommonSpot; except in unusual circumstances, you should ensure that the other three are all checked.

  5. Click on "Next" and the page will be created in an "inactive" state. When you are ready to make the page visible, click the button in the upper right, marked "Activate Page Now" . In class, and while first developing a subsite through author.admsrv.ohio.edu, activate it right away. Once a subsite is in production through www.ohio.edu, you will most often choose to activate the page only when it is fully ready for public viewing.

    If you later need to "de-activate" an active page, use the document information tool.

  6. Confirm that you are in "Author" mode. If you are creating an official page directly on the "official_pages1" template, skip to step 8; if you are creating an unofficial page or are building a page on a derived template that has been "locked-down" (as described below), observe that the center of your page has text "Click here to define the layout." Click there.

  7. In the resulting dialog box, you can choose the number of rows and columns for the central section of your page. In class, accept all the defaults (one row and one column, no borders). Click on the "OK" button.

    Setting a width other than 100% for this table can result in different effects on different browsers, so we advise that you leave the width choice at "100%."

    You can modify the choices you have made here later on in several ways that we will discuss.

  8. Observe that your page contains a "Click to insert new element" choice near the middle (the exact location will depend on whether you are building an official or unofficial page, and the template that you are using). Click there to get started; in class, select a Simple Text Block (without header), and type some text that includes the name of the page. Click on the "Finish" button when done.

  9. Click on the yellow "work-in-progress" icon, which should look similar to one of the following:

    , , or .

  10. Select "Submit Entire Page for Publication..." or "Submit Change for publication..." as appropriate.

  11. In the resulting dialog box, you will find the opportunity to provide comments. Please make a habit of doing so -- they will prove quite useful when you need to use the Version History feature, among other times.

  12. In class, wait your turn to click on the "OK" button.

Although the page has been created, that is, it now exists, your work is only just begun! Be sure to promptly check, and if necessary change, the render options settings, as discussed in the next section, and the page background color, as discussed in the following section.


Change the Render Option Settings

Depending on the template you have chosen, the page may have options that you can adjust.

  1. If you are not already there, navigate to the page whose render options you want to examine and possibly change.

  2. If you are not already in "Author" mode, click on the "View Modes" icon and select "Author" from the menu.

  3. Click on the "Properties & Actions" icon and select "Standard Metadata ..."

    Near the middle of the resulting Standard Metadata dialog box you will see the "Publication Date" section, which can be used to control the date and time when the page will become accessible (e.g., to embargo a press release).

  4. Near the bottom of the Standard Metadata dialog box, click on the button marked "Select Rendering Options..." and observe the choices that are available.

  5. Each of the render options choices will have a terse description of its effects.

  6. Some of the rendering options choices that the software provides may be permitted, some may be required, and some may be forbidden, depending on the nature of your subsite and page (official vs. unofficial, subsite home page vs. other navigational or content pages, etc.). Just because you see a choice presented to you by CommonSpot in the Render Options dialog does not mean that you are free to exercise that choice.

  7. Page rendering options are selected by check-boxes. As such, selecting one does not de-select any of the others. You must therefore be attentive to possible conficts among the options presented, and manually "un-check" by clicking in any checked box that is not compatible with the options you want. For example, in the current version of the "official_pages1" template, there are three choices for width, at most one of which should be selected.

  8. You will be able at any later time to revise the initial choices you make for all render options, by using the steps presented in this section.

    In class, select the "Sitewide Navigation Bar" option (which will force the page to exceed the width achievable by many printers in portrait mode), the "Printer-Friendly Page Option," (which will make it easier for your users), and the "Remove Footer Text" option, which we will take advantage of in the next section.

    Details of using the "printer-friendly version" are discussed later.

  9. Click on "OK" to accept the page rendering option choices that you have made.

  10. Click on "Finish" to activate the Standard Metadata as you have chosen them, including the page rendering options.

Observe that changes of render options take effect immediately, and are not recorded in the Version History. They can only be "un-done" by being re-done.


Using Custom Footer Text

The "Remove Footer Text" render option removes the standard text from the left side of the footer bar and lets you put custom footer text in its place. This option is likely to be used with templates to provide a departmental address, phone number, and e-mail link, instead of the generic information built into the base template.

  1. After choosing "Author" mode for the page and, selecting the "Remove Footer Text" render option, you will either:

    • see the custom text that was already in place (this may happen with the demo subsite home page in class); in that case, inspect it to determine whether or not it should be revised; or you will

    • see a phantom link "Click here to define the layout"; in that case, click there and proceed with the following steps.

  2. In general, choose the default 1 x 1 table.

  3. Click on the "OK" button.

  4. Click on the phantom link "Click to insert new element" and make your choice from the element gallery. In class, choose a "Formatted Text Block (without header)." (Using a formatted text block permits the inclusion of a clickable e-mail link.) You could also choose to paste an element that you had copied from the footer of some other page.

  5. Click on the new element to enter appropriate custom footer text, or to revise the text from a pasted copy of another page's footer.

  6. In class, click on the yellow work-in-progress icon, select "Submit entire page for publication," or "Submit Change for publication," and provide appropriate comments for the Version History; wait your turn to click on the "OK" button.

  7. Change to "Read" mode and inspect your work.


Set the Page Background Color

Depending on the template you have chosen, the page may be generated with no explicit body background color. Because different browsers have different default background colors (usually either white or gray), you should be sure that the page is generated with an explicit background color of your choice, so that your page will appear as intended for all viewers. When in doubt, use white, as shown below, for maximum contrast with dark text, to be most easily read.

  1. If you are not already in "Author" mode, click on the "View Modes" icon and select "Author" from the menu.

  2. Click on "Properties & Actions" icon and select "Page Margins, Colors and more ..."

  3. Click in the data entry box to the right of "background" and in class type to replace the existing "#FFFFFF", changing it into "#FFAA55".

    You could also choose to specify a background image, instead of a backgound color. If you do, be sure to choose an image that will "tile" gracefully whenever the browser is using a window bigger than the image.

  4. Click on the "Finish" button.

  5. The background color change takes effect immediately, with no need to submit for publication or to seek approval, and is not recorded in the Version History, so it can be restored only by re-doing the above steps.

  6. Restore the background color to white by re-doing steps 2 - 4, specifying "#FFFFFF" in step 3.


Create Derived Templates

Derived templates make it easier for you to create and to revise a set of pages with common features. Likely candidates for elements to include in your derived templates are header graphics (just below the standard header and sitewide navigation bar), subsite or sub-subsite navigational links, contact information, and E-mail links, located, for example, either in the custom footer text or at the bottom of the page content area, just above the footer. We anticipate that most subsite pagemasters will choose to create several derived templates, for use with various categories of pages: sub-subsite home pages, other navigational pages, content pages, etc.

Any time you can identify a group of pages that share identical content, that situation presents a strong possibility for the creation and use of a template. It is rarely sensible to have a template on which only one page will be built.

As you build and work with your own derived templates, it is essential that you keep clear in your mind the distinctions between templates, blank pages, and mock-ups, as discussed earlier. As part of your design process, you may well have created a CommonSpot page that is a mock-up of your planned template design. If you have built a mock-up page, do not just save that mock-up page as a template. Instead, build your new derived template by starting from scratch or by copying a blank page, and then, for each element in the mock-up that will be identical in every page to be built on the new template, copy and paste one whole element at a time from the mock-up page into the new page. Be sure to insert content-free, undefined tabular layout elements as placeholders at each location where page-specific content will be included in the pages built on the new template.

Ordinarily, derived templates are available only to the person who saved them as a template. System administrators can permit derived templates to be accessible to other users. Therefore, if you are going to be working as part of a team, please send an e-mail to webteam@ohio.edu to let us know when your template is ready, so that we can confirm that it is properly locked-down, and provide access to your whole team to use it for creating new pages.

It is possible (but not always wise!) to turn any page into a derived template; this includes starting with a blank page, built on any existing template, and adding items, or starting with an existing page and removing or editing items. When you create a new derived template, you may find that you already have a page that includes some, many, or all of the elements that should be part of the new template. In that case there are several approaches you can take to using this starting page:

  1. Start with a blank temporary page, based on the appropriate existing template, and copy and paste whole elements, from the starting page into the template, as you build it; when you save it as a template, choose "Convert the current page to a template," which removes the temporary page from existence.

  2. Make a temporary copy of the existing page to use as the starting point for building your new template, and remove any elements that should not be part of the new template; when you save it as a template, choose "Convert the current page to a template," which removes the temporary page from existence.

  3. Save the starting page as a template, choosing instead "Copy the current page as a template and change its inheritance to derive from the new template." This will preserve the starting page's existence, creating the situation illustrated below:

    All the elements that were in the starting page survive as parts of the new derived template (e.g., in the illustration above, the irregular blob in the upper left corner). Thus, you have the same situation as if you had created a brand new page on the new template: when you look at the new page, all of the elements from any of the template layers are present, but there are no elements in the page layer itself, yet. If some of the elements that are in the new template layer should be specific to one page, not being part of the template (which would make those elements part of every page built on the template), they can be copied from the template, pasted into the page they belong in, and then deleted from the template. This should be done immediately, and then the template should be locked-down, to avoid problems with broken inheritance.


Step-by-Step

  1. In class, you will start by creating a new page using the "official_pages1" template; give it a name of "going-to-be-demoX-first" (where you should use your specific digit instead of the "X").

    In general, you would first decide whether you will be starting from scratch, as we are in class, or using one of the three approaches outlined above:

    • If starting from scratch or using approach 1, above, create a new page using an existing template, by clicking on the Page and Template Management shortcut icon, and selecting "Create New Page...", as described above, to serve as your starting point. Give this page a name that indicates what it is going to be -- it will be deleted when you save it as a template.

    • If using approach 2, above, navigate to the starting page and copy it as described below. Activate the page, revise it as necessary, and then skip down to step 12.

    • If using approach 3, above, go to the existing page, change to "Author" mode, and then skip down to step 12.

  2. Activate the empty page.

  3. Click on the "Click here to insert new element" just below the header, and observe the Element Gallery.

  4. Click on the "Layout Elements" header (or the orange triangle to its right), to expand that part of the list.

  5. Click on "Tabular Layout."

  6. Observe the new item, "Click here to define the layout." Click on it to bring up the dialog box "New Tabular Layout Element Properties."

  7. In class, define the layout as 3 rows and 1 column; click on the "OK" button; and observe the three new "click to insert new element" choices, one for each row.

  8. In class, add a "Simple Text Block (without header)" in the top row of the layout.

  9. In class, add text to that text block, identifying the page as template demoX-first.

  10. In class, put an empty layout element in the 2nd row, and another empty layout element in the 3rd row, of the overall layout element.

  11. Click on the yellow work-in-progress icon and choose "Submit entire page for publication." Type you comments, and in class, wait your turn to click on the "OK" button.

  12. Click on the "Properties & Actions" icon and select "Save as template..." (in the second group of choices). This choice is not available unless the page has been activated.

  13. If you started from scratch or are taking approach 1 or 2, as described above, choose "Convert the current page to a template"; if you are using approach 3, choose "Copy the current page as a template and change its inheritance to derive from the new template." These two choices are explained above and in the dialog box. In class, choose "Convert".

  14. In the next dialog:

    • Select the category "Shared Templates" (if that choice is presented, which will happen only if you are permitted to create public templates).

    • Type a name for the template, in class type "demoX-first" (where you should again use your specific digit instead of the "X"). The name will become part of a file name, so it should have no spaces or punctuation, except hyphens ("-") or underscores ("_"). Because templates can be moved from private to public after creation, the name must be different from the names already in use for any other template in CommonSpot. We suggest that you start the template name with your subsite name followed by a hyphen, followed by something reasonably suggestive of the template's intended use.

    • Provide a brief description of its intended use.

  15. Click on the "Finish" button. If you had chosen "Copy" in step 13, then you would have to choose either "Display the current page" or "Display the new template."

  16. You will be presented with the template, in "Author" mode, if you choose to display the new template, or if you chose "Convert" in step 13 (as you did in class). You should make further changes now, as described in steps 17 through 24, but you can change to "Read" mode and go on to other work at any point.

  17. Choose "Standard Metadata" from the Properties & Actions menu.

  18. Find the "Category" section, click to pop-up the choices, and select "Shared Templates" if that is not already selected.

  19. Click on the "Finish" button.

  20. Choose "Template Security" from the Properties & Actions menu.

  21. If "Anonymous Users" has anything other than "(no rights)", click on the pencil icon to edit public access, and clear the check-box for "read" access.

  22. Click on the "OK" button.

  23. If "Authenticated Users" has anything other than "(no rights)", click on the pencil icon to edit university community access, and clear the check-box for "read" access, which will also clear all other access.

  24. Click on the "OK" button.

  25. Add any additional elements that you want to include on the template. Choose "Read" mode when you are done working on the template.

  26. To return to an existing derived template to revise it, use the "My Pages" feature, described below, clicking on the plus sign [+] next to the "My Templates" folder, and then clicking on the template's name to bring it up in the main browser window. You can also get to an existing derived template by walking the template hierarchy, as described below, starting, for example, with any page already built on that template.

Your template is in place, and CommonSpot will let you use it, but if you use it as-is, it will be easy to inadvertently break the inheritance from this template to the derived templates and pages built on it. That can result in the irretrievable loss of page content. The following sections describe this problem in more detail, and show the methods for preventing it.


Design Issues for Authoring and Browsing Performance

Decisions you make about how to design your templates and pages can have significant impact on system performance in "Edit," "Author," and "Read" modes.

In "Author" mode, each CommonSpot element will have at least one and usually two tool icons (the "element properties" and "edit content" tools). Each tool icon has a menu; at least one un-cached database query by the CommonSpot server to its backend database machine is required in order to build each menu. Therefore, designing the template or page so as to minimize the number of CommonSpot tool icons will improve performance going into "Author" and "Edit" modes:

As a general rule, design choices for templates are especially significant in terms of reading and authoring performance, because multiple pages are likely to be built on each template. A modest change in system load per view for a template will be multiplied by however many pages are built on that template.


Preserving Element Inheritance

When a page is first built on a derived template, it is created with copies of every element in that derived template, and at that time any update to the template (either changing any of those existing elements, or adding a new element) will be promptly propagated to the new page built on that template. This is referred to as "inheriting" the changes. Some revisions to a page can break the inheritance, so that updates to the underlying template will no longer be propagated to that page.

The current version of CommonSpot provides no warning dialog when a page or template revision will break inheritance from an underlying template.

Fortunately, while in "Author" or "Edit" mode on a template, it is possible to "lock down" the template (using "element inheritance security") so as to prevent such inheritance-breaking, but that will also prevent some kinds of revisions to the pages and to derived templates built on the template. Designing templates so that inheritance is properly preserved, while still permitting customized content on each page, requires careful consideration of the pages that will be built on the template, and the nature of the customizations anticipated. This is yet another aspect of CommonSpot where planning ahead will truly reduce your long-term effort.


Steps to Preserving Element Inheritance

While designing each template, identify places on the screen where different pages built on this template should be free to have different content. In those locations, create a tabular layout, but do not define it in the template, leave it as "click here to define the layout." You can perform this step before or after saving the page as a template, but must do so before building any pages on the new template. Later, while first editing the page built on the template, the content contributor will click there, define the layout with as many rows and columns as desired, and place elements in them to build the page-specific content. It is vital that once used on a page or derived template, this undefined tabular layout element never be deleted from the template, nor be clicked on and defined in the template, as that would risk destroying all the page-specific content; see the discussion in the next section. If you have a situation where you will have several layers of derived templates, please consult the Web Team (by e-mail to webteam@ohio.edu) before proceeding, because deeply nested tables-within-tables-within-tables will slow down the display of your pages. Often it will be easy to place all of the undefined tabular layouts in the first template, using them up one at a time as you build successive derived templates, and finally the pages.

If, at any time during the steps listed below for locking down elements or layouts, you are warned that some content may be lost, take that warning seriously, and cancel the operation: the warning will be displayed when one or more pages or derived templates built on this template already has broken inheritance for the item in question, and, if you proceed, the changed content on those pages will be lost, irretrievably, forcing you to re-create it. Copying the pages in question will not preserve the content, because those copies will also be derived from this template and will have broken inheritance for those elements, too.

If you encounter such a case of broken inheritance, the safest course of action is to build a new template, properly locked-down, as described here, and then build new versions of the derived templates and pages that are based on it. See the last paragraph before the step-by-step section on template-based page creation. As discussed in that paragraph, you will be able to save some time by copying and pasting elements from the existing templates and pages.

Those elements whose content should be the same on all pages built on the template should be "locked-down" so that changes can occur only while editing the template itself, never while editing a page or derived template (which would break inheritance). There are three stages: locking-down elements, layouts, and pop-up menus. The steps itemized below can be performed only after you have saved the page as a template:


Locking Down the Elements

  1. Go to the template.

  2. Select "Author" mode and scroll as needed to see the element that should be revised only from within the template; in class this will be the text block that you created in the top row.

  3. For each element that should be revised only from within the template, click on the "Element Properties" icon, three horizontal stripes, which is located to the left, just above the element.

  4. From the displayed menu, choose the option "Element Inheritance Security."

  5. From the dialog box, click on the "Change" button in the "Restrictions" section.

  6. In order to fully preserve inheritance, lock all the access rights to the element by checking all the check boxes ("Author/Edit," "Design," "Style," and "Admin").

  7. Click on the "OK" button.

  8. Click on the "Close" button.

  9. No yellow work-in-progress icon appears: the changes made take effect immediately, and are not recorded in the Version History.

  10. From now on, while you are in "Author" mode on any page or derived template that was created from this template, you will notice that the element displays neither the "Element Properties" icon, three horizontal stripes, nor the "Edit Content" icon, pencil. The pagemaster or content contributor is therefore not able to edit or change the element while in the page or derived template, preserving inheritance.


Locking Down the Layouts

In order to be able to add an element to the template in the future, and have it be inherited by all templates and pages derived from that template, the "Click to insert new element" that you use must not have been previously used to add an element to any of the derived templates or pages. In other words, the act of inserting a new element breaks inheritance for that whole cell. In order to prevent such "hijacking" of the "Click to insert new element" at the page or derived template level, all of the tabular layouts in the template should be locked-down also, so that the "Click to insert new element" is not displayed while in "Author" mode on the derived page or template:

  1. Go to the template.

  2. Select "Author" mode and scroll as needed to see the "Tabular Layout Element" icon, , that appears on the top left corner of the table that includes the element that should be revised only from within the template. In general, you will need to do this for every layout element except for those that are undefined in order to contain page-specific content. In class, you will choose the layout for the page as a whole, using the icon that is immediately under the logo graphic in the header at the top-left corner of the page.

  3. Click on the "Tabular Layout Element" icon, that you have identified.

  4. From the drop down menu, select the option "Element Inheritance Security."

  5. Under the "Restrictions" section click on the "Change" button.

  6. In order to fully preserve inheritance, lock all the access rights to the element by checking all the check boxes ("Author/Edit," "Design," "Style," and "Admin").

  7. Click on the "OK" button.

  8. Click on the "Close" button.

  9. No yellow work-in-progress icon appears: the changes made take effect immediately, and are not recorded in the Version History.

  10. From now on, while you are in "Author" or "Edit" mode on any page or derived template that was created from this template, you will notice that you have no access to edit those layout properties.


Locking Down Pop-up Menus

If your template has pop-up menus defined, they can be used (by creating a hyperlink to them) either in the template or in any derived template or page built on that template. Unless the pop-up menus are locked down in the template, however, they can be revised in the derived templates and pages, thereby breaking inheritance.

Locking down pop-ups involves multiple stages: locking down each specific pop-up menu, and possibly also locking down the Page-level Menu Properties (see the paragraph after the list of steps):

  1. Select "Manage Pop-up Menus" from the Page and Template Management menu.

  2. In the resulting dialog window, click on the associated "Element Properties" icon, three horizontal stripes for each specific pop-up menu, and possibly for the Page-level Menu Properties.

  3. From the displayed menu, choose the option "Inheritance Security," or "Menu Inheritance Security."

  4. From the dialog box, click on the "Change" button in the "Restrictions" section.

  5. In order to fully preserve inheritance, lock all the access rights to the element by checking both of the check boxes ("Author/Edit," and "Admin").

  6. Click on the "OK" button.

  7. If the Inheritance Security window is hidden behind another window, bring it to the front, and then click on the "Close" button.

  8. No yellow work-in-progress icon appears on the "Manage Pop-up Menus" window: the changes made take effect immediately, and are not recorded in the Version History.

  9. Go back to step 2 if any items are not yet locked-down.

  10. Close the "Manage Pop-up Menus" window when you are done modifying the pop-up menus in the template.

  11. From now on, while you are in "Author" or "Edit" mode on any page or derived template that was created from this template, and choose "Manage Pop-up Menus" from the Page and Template Management menu, you will notice that neither the Element Properties icon, three horizontal stripes, nor the Edit Content icon, pencil are presented for any of the locked-down menus. The pagemaster or content contributor is therefore not able to edit or change those pop-up menus while in the page or derived template, preserving inheritance.

  12. If you decide to add a new pop-up menu on the template, be sure to lock it down immediately, using the above steps.

If you lock the page-level menu properties, you will not be able to create any new pop-up menus in the derived templates and pages built on this template. If you decide not to lock down the page-level menu properties, then you will be able to create such menus, but you will also be able to break inheritance for any of the page-level menu properties (such as font face and size), so that future updates to those properties will not be propagated to the derived template or page. Therefore, be sure to immediately check, and if necessary set, the page-level menu properties' font and size, as described in steps 10 and 11 of the pop-up menu discussion.


Revising a Derived Template

When you edit a derived template and publish the changes, all pages built on that template are updated accordingly (they "inherit" the changes, providing that inheritance has not been broken). However, if one of your changes is to delete an element that was on the template, you will be confronted at the time that you make the deletion, before you use the yellow work-in-progress icon to submit the change for publication, with a dialog box asking whether you want to:

If you choose the former (which is the default with the current version of CommonSpot), then every instance of that element will be removed, irretrievably. If the element in question was identical everywhere, having been inherited from the template and not modified, then it can be replaced with a single update to the template. If the element in question had been modified differently on various pages, then each of those separate versions would have to be re-created, one at a time. This risk that you or a future pagemaster might accidentally destroy multiple content items is a strong motivation to design your template carefully and to keep it locked-down.

If you choose the latter, then those "orphaned" elements on each page will each have to be individually modified for any future updates, because there is no element in the template for them to inherit changes from, and the act of revising the element may break inheritance for the layout element containing it.


Warning

There are circumstances (involving already-broken inheritance) where even though the "delete from template only" choice is selected, the elements are in fact deleted irretrievably from the derived templates and pages built on the template being revised. It is wise to approach with caution any element deletion from a template. Be sure that you have the resources available to re-construct any content (on that template and any derived template or page built on it) that may be unexpectedly destroyed.


Therefore, we urge you to design your templates with complete elements and with phantom "Click here to define the layout" placeholder items, but do not build your templates with any other elements that are phantom "click to define..." or that are intended to be modified on individual pages. In other words, what belongs in the template are the things that will be the same on all pages built on that template. For example, the boilerplate should not be in the template, because its content is page-specific. You can reduce work by copying the boilerplate element from another page and pasting it into your new page, then revise it to show the correct URL and date. You may also choose to create your page by copying a secondary blank page that includes the boilerplate element, ready to be revised.


Blank Pages Built on a Template

As soon as you have completed each template, you should create a new page based on that template and activate it without modifying it in any way. This primary blank page will be available to copy (using the methods discussed in the next section) for others working on your subsite to build pages on the new template, even though they may not have access to that template through their template gallery. We suggest that you choose a name for this primary blank page that is "-blank" appended to the name of the template, or "blank" substituted for "template" in the name of the template.

The first use of the primary blank page is to inspect it while in "Author" mode. There should be the standard three CommonSpot tool icons at the top center, and one Layout Properties tool icon for each placeholder, undefined table that is intended for page-specific content, and no other tool icons, at all. If there are any other tool icons, take note of them, return to "Read" mode, navigate to the template, go to "Author" mode, and complete the element inheritance security settings to fully lock down the template, as described above.

If you have a group of pages that will share page elements of the same kind but different contents, you may want to make a secondary blank page, built on the appropriate template, and with additional page elements added. Once that is done, you can copy that secondary blank page (as described in the next section) to start construction of each of the pages in the group. Some examples:


Steps for Creating a Blank Page

There are two variations: if the template appears in your Template Gallery, or if it does not appear there. The first case is simpler:

  1. In class, create a new page, choosing the "demoX-first" template that you just created and locked-down, and naming the page "demoX-first-blank". (You may find your template in the "My Templates" or the "Shared Templates" category of the Template Gallery.)

  2. Activate the new page, inspect it for improper CommonSpot tool icons, and then select "Read" mode.

In the second case, you should contact the Web Team by e-mail to webteam@ohio.edu, so that we can sort the problem out for you. In the meantime, there are two work-arounds: you may be able to identify someone whose template gallery does include that template, and persuade them to follow the above steps, and then to change ownership of that new primary blank page to you. After that you can find it in your "My pages..." listing, go to it, and copy it to start each page you need to build on that template.

If that is not possible, however, you can still create your own blank page, but the process is a bit more complicated:

  1. Copy any page built on that template, using the techniques of the next section.

  2. Select "Author" mode.

  3. Click on each "Tabular Layout Element" icon, , that does not have a phanton link, "Click here to define layout," and choose "Restore Inherited Content/Properties."

  4. In the resulting dialog window, click on both check-boxes, for content and for properties.

  5. Click on the "OK" button, and then click on the "OK" button in the next window, to confirm the restoration.

  6. Observe that that layout element now has the phantom link, "Click here to define the layout."

  7. Go back to step 3 if any layouts remain to be restored.

  8. Select "Read" mode after all of the layouts have been restored.


Steps for Using a Blank Page

Once you have created the blank page, you can use it as follows:

  1. Navigate to the blank page (in class, "demoX-first-blank") and select "Read" mode.

  2. Copy the page, as described in the next section, choosing a name like "samplec" for the copy in class.

  3. Activate the new page and then select "Read" mode.

  4. In class, go to your demoX home page, and select "Author" mode.

  5. Click on the element properties icon for the boilerplate element just above the footer.

  6. Select "Copy Element" from the pop-out menu.

  7. Select "Read" mode.

  8. Return to the new page that you created in step 2, and select "Author" mode.

  9. Click to define the layout element in the third row, just above the footer, and take the defaults to make it 1 row X 1 column.

  10. Click on the new "Click to insert new element" and choose "Paste element" from the top of the Element Gallery.

  11. Click on the pasted boilerplate and revise it to show your name, the actual URL, and today's date.

  12. Click on the "Finish" button when you are done.

  13. Click on the yellow work-in-progress icon, and submit the entire page for publication.

  14. Type your commentary, but in class wait to click on the "OK" button until it is your turn.


Create New Page (copy existing page)

This method of creating a new page is particularly attractive if there is a page with nearly the same content already on the server, or if the person doing the work does not have access to the appropriate template, but does have access to a blank page that was built on that template.


Warning

From July 19, 2005, through November 16, 2005, the version of CommonSpot that we were using was afflicted with a subtle bug that sometimes corrupted pages made by copying, as described here. Use the Document Information dialog, discussed in the next section, to learn whether the page you are starting from was created during that time period. If it was, please do not copy it. Instead, create a new page on the appropriate template, and copy and paste elements as needed to provide your new page with the correct content.


  1. Navigate to the existing page you want to copy.

  2. If you are not in "Read" mode on that page, then change to "Read" mode.

  3. Click the "Properties & Actions" icon and select "Copy/Move page..."

    The same menu choice is also used to move a page, that is, to change the subsite or sub-subsite that it is located within. If instead, you want to change the name of a page, without creating a new page, use the Rename Page... choice.

  4. Select the "Copy" radio button, if not already selected.

  5. Use the pop-out menu to select the subsite or sub-subsite within which the new page should be created. If the subsite or sub-subsite is gray, you do not have permission to create pages there. If the sub-subsite you want is not displayed, then click on "Cancel." After the subsite pagemaster has created the sub-subsite, you can return to this process for copying an existing page. In class, select your /demoX/ subsite.

  6. Click on the "Next" button.

  7. Fill out the page-creation dialog. The page's name will be part of the URL, as usual; the page's title will be used within CommonSpot to identify the page; the page's title-bar caption will be included in the HTML TITLE of the page, which is routinely the clickable text of the link leading to the page in search engine output. Therefore, exercise care in the choice of each. To the extent possible, choose a page title that is unique among your pages, indicative of the content, reasonably terse, and not obscured by the use of acronyms. When ready, click on the "Finish" button.

  8. Once the page is created, you can activate, revise, etc., as with any CommonSpot page.


Document Information

  1. Click on the "Knowledge Maps" icon to display the menu, and choose "Document Information" from the menu. You will see a variety of information about the current page, and will have the opportunity to change some of it. In particular, if you are in "Author" mode, this dialog is the one that permits you:

    • to withdraw a page from public view entirely (to "de-activate" it);

    • to change the ownership of the page. This is discussed in detail as part of the Advanced Pagemasters material.

  2. Click on the "Close" button at the bottom when you are done.


Locate a Page


Locate One of Your Own Pages

This is an efficient tool that allows you to quickly find and view any of your pages, templates, and binary documents; it is especially useful when you are the owner of multiple pages within one or more subsites.

  1. Click the "Properties & Actions" icon, and select "My Pages".

  2. Expand your list of pages by clicking the plus [+] symbol next to the "My Pages" item (or the "My Templates" or "My Documents" items).

  3. Click on a page title to locate the specified page.

  4. The selected page appears in the main browser window.

  5. Close or minimize the "My Pages" window in order to work on the selected page.

  6. You can also use the "My Pages" window to select one or more pages to be moved to a different sub-subsite, or to be deleted.


Locate Any Page in Your Subsite

This tool will let you quickly find and view any page in a particular subsite or sub-subsite, including both your own and other pagemasters' or content contributors' pages.

  1. Go to your subsite's admin page: http://author.admsrv.ohio.edu/demoX/admin.cfm (where "X" is the appropriate digit for your training subsite). When you do this for real, of course, you will replace "demoX" with your subsite's name.

  2. Observe that your subsite is selected in the upper right hand corner; if not, then choose it, or a particular sub-subsite, as you wish. The "Subsite Administration" page for the selected subsite or sub-subsite will appear.

  3. Click on the plus [+] sign next to the last heading, "Page, Image & Link Mangement Reports," to expand it.

  4. Select any of the first three links, "Pages by Site Hierarchy," "Pages by Grouped by Owner," or "Pages Grouped by Page/Document Type." (The other reports may prove useful in other situations.)

  5. The resulting dialog works quite similarly to the "My Pages" dialog just discussed: click to expand the sections of interest; click on the black text name of the page to display that page in the main window; click in the check-box to select one or more pages and then move or delete them all at once.


Walking the Template Hierarchy

When you are in "Read," "Edit," or "Author" mode, the Page and Template Managment menu includes the choice "Template Hierarchy...", which brings up a large dialog window that

You can navigate to any listed template or page by clicking on the appropriate linked text. By taking this menu choice in a sequence of pages and templates, you can navigate to any page related to the one you started with.


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Copyright © 2006 Ohio University. All Rights Reserved.



Dick Piccard revised this file (http://www.ohio.edu/pagemasters/commonspot/pageint/newpages.html) on April 7, 2009.

Please E-Mail comments or suggestions to "webteam@ohio.edu".