Using the Edit Console, content is positioned using Component then edited in place.
The first time you open a page for editing, a popup slideshow provides a quick tour of the features. You can skip this tour but turn it back on later from the Page Information menu.
Last reviewed: June 10, 2021
Open a page for editing by selecting it in the Sites Console, then clicking the Edit button in the top toolbar. The page normally opens in a new browser tab, in the Edit Console.
Once in the Edit Console, page content is built up incrementally using Components added from the Side Panel. Once Components are added, text can be entered manually and assets can be uploaded into the page or drawn in from the shared Assets area. As you make your changes, the UBCMS will display a close expression of what your page will ultimately look like when it is live.
Components are modified by selecting them and then using the subsequently displayed tool bar. Some text components also support an 'in place editor' where you can click into the component and then edit the text directly (e.g. Title or Body Text).
The Side Panel is a large sidebar that appears to the left of the main page content when selected from the Toggle Side Panel button. It has drawers that provide access to Assets, Components and the Content Tree.
The file list is sorted chronologically, by modification date. The most recently modified (or newest additions) are at the top.
Digital Assets are managed in another part of the UBCMS using the Assets Console.
Once in the Edit Console, page content is built up incrementally using Components added from the Component Browser in the Side Panel. Once Components are added, text can be entered manually and assets can be uploaded into the page or drawn in from the shared Assets area. The UBCMS has a WYSWYG interface, so a close expression of what your page will ultimately look like live is continually displayed as you make your changes.
Components can be added to the page in two ways. They can be added from the Components Browser in the Side Panel, or they can be added directly from the page.
To add from the Components Browser
To add directly from the page:
Components are modified by selecting them and then clicking the subsequently displayed tool bar. The pencil icon (when present) provides access to change text, while the wrench icon ('Configure') opens the settings. Hovering over each tool icon will provide the tool's name and any associated keyboard shortcut. Click the checkmark to save any changes.
Most text components (except Title) have a Rich Text Editor, a toolbar that provides some basic tools to modify your text, such as bold, italics, bulleting and hyperlinks. Make any changes then click the checkmark to save them.
Some text components such as Title or Body Text also support an 'in place editor' where you click the pencil icon, then edit the text directly. Make any changes then simply click elsewhere on the page to save them, or use the Escape key on your keyboard to cancel. This method allows simple text changes, but no toolbar or formating tools are provided.
You may also copy some styling from more advanced software like MS Word. Allowable styles (e.g. bold, italics, bulleting, hyperlinks and many special characters) will copy right into the UBCMS while others (e.g. colored font, true headings, or images) will be filtered out. It is also possible to input special characters and emojis by pasting them in, or using keyboard shortcuts.
Tip: If you are having trouble locating or selecting a component, try using the Content Tree in the Side Panel.
This feature provides a list of all the utilized components in the same order they occur on the page. Select any to highlight its location on the page, and access the Configure tool. (Similarly, select any on the page itself to similarly highlight it in the Content Tree.)
Images and other digital objects can be added to the page in two ways. They can be uploaded and embedded directly into a component on your page, or they can be added from the Assets Browser in the Side Panel, which results in them being displayed or linked on your page using a reference to their actual source in Assets.
To upload into the component:
To add from Digital Assets:
Selecting a component will open the toolbar. This provides access to various actions that can be performed on the component. Actions available to the user will be shown as appropriate to the situation. (Hovering over each tool icon will provide the tool's name and any associated keyboard shortcut.)
To Copy/Cut a component, select it, then the appropriate tool.
To Paste a component into a new location, after copying or cutting it, select the new location (another component) and then click the Paste tool. The component will be placed above that component.
To Delete a component, select it then click the Delete tool. Any associated Annotations will also be deleted.
In Move a component, use the Cut and Paste method (or Copy and Paste).
As an alternative, a component can be relocated on a page by clicking on, then with the mouse still engaged, dragging it to a new location. Placing it on top of another component will relocate it above that component, as indicated by a visual cue.
It is also possible to select multiple components. These are all comparable:
You can copy and paste content from one browser tab to another.
Use the UBCMS Copy and Paste tools for this process.
You can copy multiple components using the Control-click or Group or Shift-click methods. But the process will 'break' if you include a container (e.g. Column Control, Form, or Collapsible Content Container). In that situation, do the process in several steps:
Should you realize you deleted or changed a component by mistake, the built-in Undo/Redo feature may be helpful. Look at the top left of the window for curved arrows. Immediately after you modify a component (edit, copy, cut, paste or delete), the Undo button will appear. After an Undo, the Redo button will also appear. Click the appropriate button and your modification will be changed.
Annotations provide an on-page editorial or stewardship message to yourself or other authors. They are added, viewed, or modified by switching to the Annotation page view. Look for a small icon at the very top right of the window with a number or a "+" in it. The number indicates how many annotations are currently on the page, or it has a "+" if there are currently none. Click the icon to switch to the Annotation view.
Once in the Annotation view, any annotations on the page will be displayed near the component they refer to, as a colored bubble with the annotation fully displayed.
To add a new annotation, click the "+" icon in the UPPER LEFT of the window, then click a component to associate it with. A dialog box will open. Add your message and change the color if desired. Then click off to the side of the dialog box to close and save your changes.
Or click an existing annotation to change the text or color.
To delete an annotation, open it for view and click the trash icon. Each annotation is attached to a component, so deleting that component will also delete any attached annotations.
To return to Edit mode, click the "X" in the UPPER RIGHT of the window.
There is also a drawing tool in the annotation dialog box that allows you to draw on the page, e.g. to encircle or draw an arrow to part of the page's contents. This drawing only becomes visible when the annotation is opened for view.
Click the 'Add sketch' icon, then drag the cursor towards the desired part of the page (for an arrow) or roughly around part of the page (for a circle). The UBCMS will attempt to produce a graphical element that matches your drawing (e.g. an arrow for a line or a circle for a roughly circular drawing).
Unlike the text, these drawings cannot be modified. To make any changes, you must delete the entire annotation and start over.
Located at the top right of the window, the Preview tool switches the page to Preview mode which is used to view the page as it will be shown on the published environment or to navigate the site in Author using page links or navigation, including the helpful 'Go to source' links to Shared Content references. You cannot follow links or in-site navigation while in regular Edit Mode.
While in Preview Mode, if you hover over any embedded shared content sections, a helper link will appear that will allow you to navigate to the assosicated shared content page.
Toggle between Edit and Preview modes.
Open Properties dialog box.
Open/close Component Browser in Side Panel.
Open/close Assets Browser in Side Panel.
Open/close Content Tree in Side Panel.
Toggle Annotation mode on/off.
+ (= key)
Expands/collapses selected container (select by click or hover).
|Alt + (= key) |
MAC: Opt +
|collapsible content||Expands all containers on page. If all are already expanded, collapses all containers.|
Select multiple components, one by one.
Select multiple components, from one to another.
Copy selected component(s).
Cut selected component(s).
Paste selected component(s).
Delete selected component(s)
Undo last change.
Redo last change.
In today's world a page needs to be responsive not matter what the size of the device viewing your page. The UBCMS has Responsive Web Design (RWD) baked into it, but we still need to check that how we use our content on a page works across devlces.
Located at the top left of the window, the Emulator button opens a tool that simulates how your page will look on different screen-sizes, from common mobile devices to tablets to standard desktop monitors.
Choose from the provided devices (e.g. iPhone 8 Plus) and the page will adjust to the new screen size, allowing you to continue to make adjustments to your page content and layout and see their impact.
You may need to use the Content Optimization Container to set specific positions for content in full-size versus small screen devices.
Timewarp is a mode of the Edit Console, so it applies to all pages you are editing. Look for the (blue) banner at the top of the window.
This feature simulates the published state of a page at a specified date and time. It uses Versioning, so there must be a saved version of the page that predates the requested date/time.
The mode runs for your entire browser session, so you can navigate to other pages throughout your site (or the entire UBCMS), including deleted pages (provided old versions of those pages are still stored). If no published version is found, Timewarp will revert to the current state of the page in the Author environment to prevent a 404 error that would terminate browsing.
To enter Timewarp mode, click the Edit dropdown in the upper right of the window and select Timewarp. Once you choose a date and time, that version of the page will load. A (blue) banner will appear at the top of the window, to show you are in Timewarp. This banner acts as a toolbar, allowing you to choose a new date and time, or to 'Exit Timewarp.'
Occassionally a page loads into Edit View of the Classic AEM interface, but without the Sidekick. This can happen if you manually delete "editor.html/" from the page's URL in the browser location bar. To get the sidekick back, reintroduce the "cf#/" back into the URL in the browser location bar.