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Using the Ingeniux CMS Interface

For easier viewing, maximize the size of your browser window by clicking on the middle button at top right of window. You may also choose to adjust the size of the Site Map or the Edit Pane. Do this by clicking-and-dragging the vertical dividing line located just to the right of the Site Map scrollbar. By dragging this line all the way to the left side of your screen, you can maximize the viewing area of your Edit Pane.

note The Help files included with Ingeniux CMS are thorough and descriptive. Click on the Help icon on the toolbar (see below) to view Ingeniux CMS Help.


The Ingeniux CMS window is composed of a Toolbar, a content store or Site Map (in the form of a document tree) on the left, and several tabs on the right.

Overview Tab

The Overview tab is your "home page" within the CMS. The Overview tab gives you a view or snapshot of all of your activity within the CMS.

Use the Overview tab to:

  • View content checked out to you
  • Create a new page
  • Create links to your most often used or "favorite" pages

To view the Overview tab:

  • At the very top of the Site tab or directory tree, choose the Content Store folder. The Overview Tab is displayed on the right.

Figure 1. Overview Tab. The information displayed will vary depending on your role in authoring or managing content.

Group Description
New Lists page types or page creation rules that you can use to create new content. Choose a page types or page creation rules to begin creating a new page.
In Progress Lists pages currently checked out to you. Choose a page name to navigate to it.
Favorites Lists pages you select for inclusion. Choose a page name to navigate to it.
Recently Visited Lists pages you have recently modified. To move the selection in the Site Map to the selected page, select any row. To modify the page, choose the Edit tab.
Active Users Lists all active users on the Pacific CMS. To send email to a user, select their user name.
Publish Status Displays information about the pages published and the last date they were published to the live web production server. Read-only information.
CMS Statistics Shows current CMS server and site-wide information. Read-only information.
Workflow Statistics Shows your current role in all active workflows. For more details, select any item. The results appear in a related dialog box.
Watched Pages Watch specific pages you are responsible for using this group. Drag any page from the Site Map to this group. To move the selection in the Site Map to the selected page, select any row. To modify the page, choose the Edit tab.

Site Tab

Use the Site Tab to view the Pacific Ingeniux CMS web site as a hierarchically organized collection of folders and pages, in the form of a document tree.

note You can only view folders and pages that you have permission to access.

Figure 2. Site Tab

The first time you launch the CMS, you will see a plus icon plus next to the label "University of the Pacific." This folder contains all the content you are authorized to access. To open the folder, choose the plus icon plus. The folder expands to show pages and other sub-folders, some of which you can may also be able to expand open to reveal additional pages and folders. To close an open folder, choose the minus iconminus.

Assignments Tab

Use the Assignments tab to list all pages actively under your control.

Pages appear in your Assignments tab when:

  • You create a new page.
  • Pages are assigned to you by others.

When you complete your part of a workflow or assign a page to someone else, it is removed from the Assignments tab.

The Assignments tab has four columns. To see all four columns, you may need to expand the tab by selecting the vertical grab bar.

Figure 3. Assignments Tab. The vertical grab bar is shown by the two-directional arrow.

Select any column header to sort by that header. Select any column header to reverse the current sort order.

Column Name Description
Pages Assigned to Me All pages currently under your control. This may be pages you are editing, reviewing, or approving for publishing. Select any row to edit the selected page.
ID The "X ID" or page number.
Date The date the page was last modified.
Comments Comments accompanying pages assigned to you by others.

To view a page:

  • Choose the page in the Assignments tab, or
  • Choose the page in the Site tab.

The Edit tab appears on the right.

Figure 3. Preparing to edit a page.

Edit Tab

The Edit tab is where you will do most of your work. When you first access a page, if it is not checked out and assigned to you, the entire content is gray and cannot be edited.

Figure 1. The Site Map (or document tree) on the left and the Edit Pane on the right. In this instance, the Edit pane is grayed out, meaning that you cannot edit it until it is assigned to you.

Search Tab

Use the Search Tab to find pages you have access to.

To search for a page:

  1. In the "Enter keyword(s) to search for " field, enter your query.
  2. Choose "Search Options >>"
  3. In the "Look in" field, select the "universityofthepacific" checkbox.
  4. If desired, choose values for the "Sort by" and "Page type" fields.
  5. Choose "Search."

The results are displayed below the query. Click on any row to edit the selected page.

Edit Tab

Select any page to view the Edit Tab.

Use the Edit Tab to modify page content. If the page is not checked out or assigned to you, all of the fields are colored gray and disabled. Once the page is checked out and assigned to you, the fields are colored white.

Depending on the active page, different kinds of fields are displayed. For example, all pages contain a Title field and Meta Tags. Many pages have a BodyCopy area. Some pages have an Image Component.

For more information, see Adding and Editing Page Content.

Preview Tab

Select any page to view the Preview Tab.

Use the Preview Tab to see how your page will look in the Internet Explorer browser.

Unlike traditional word processing or page layout programs such as MS Word, Quark, and InDesign, the content management system separates the content from its design. This allows you to concentrate on what you are most expert at, your content. It allows Pacific to engage seasoned web design professionals to assist us in developing an overall design that unifies the university.

The Preview Tab enables you to see what your content will look like as you work on it and before it is finally published.

History Tab

Select any page to view the History Tab.

Use the History Tab to view the page's change history and to roll back the page to selected previous versions.

Figure 5. History Tab.

To view more details about the selected page, choose the down arrow button.

To contact previous users, select their name. Your email client is launched and their email address appears in the To: field.