Overview

There are several activity areas in this console with icons/links or dropdowns.

Dropdowns are generally unlabeled, so we have provided our own names in quotes in the documentation. Other tools have unlabeled icons, but those generally have a text label that is revealed on hover.

Activity Areas

Other Topics

Training

Last reviewed: June 29, 2022

General Functionality

In Flex UI, right-clicking and double-clicking have no special function. Instead, select an item then look for additional options to appear.

There are also many keyboard shortcuts which are usually indicated as tips beside the tools listed in the Command Menu and other toolbars.

1. Adobe Experience Manager

screen capture of the AEM link.

Adobe Experience Manager link

Located in the top left of the window.

This links to the main Start page.

 

2. 'action icons' toolbar

Located in the top right of the window.

screen capture of the 'action icons' tool bar.

'action icons' tool bar

  • Search - This powerful tool queries UBCMS Assets, Pages and Users.
    • The search is context sensitive. We recommend starting while in Sites or Assets, then filtering it by the path to your site-specific own content.
    • The search indexes all text fields, Name and Title, and also the reference paths for included assets and links.
  • Help - Click to display the following:
  • Inbox (bell icon) - Click to display any notifications; e.g. for Workflow.
    • A number will overlay the bell icon to indicate any new messages.
  • User - Click to display the following details. (Only admins can use some of these tools.)
    • My Preferences - Click to display the following:
      • Window Management - Choose between Multiple Windows or Single Window to control whether the UBCMS opens a page for editing into a new tab or the current tab.
    • Profile
      • Regular users will see a callout: 'This user is managed by an external entity. Some of the profile values may be reset during the next synchronization.' This means the UBCMS pulls user profiles from LDAP and not locally from this platform.
      • Details:
        • Photo -- You can upload a profile image which will be displayed in the profile icon at upper right of some screens.
        • Password. Do not attempt to change--will be reset at the next log in.
        • Account status - For most users, will be active. Do not attempt to change.
        • Email -- View your registered address in LDAP. Do not change--will be reset at the next log in.
        • Name, gender, phone (not used by any UBCMS tools).  
      • Groups:
        • View your current permissions groups.
        • Regular users cannot make changes here.
        • User admins can add new groups to their own profile.
      • Keystore:
        • Not used, please ignore.
    • Impersonate as (admins only)

This toolbar is hidden by the Command Menu when a page is selected .

3. Content Tree dropdown

Located in the top left of the window.

screen capture of Content Tree dropdown.

Content Tree dropdown

This unlabeled dropdown reveals additional information about the selected pages within a new sidebar called the Side Panel, located on the left side of the window. Information about the pages is available in separate Drawers.

 

Located in the top middle of the window.

Use this dropdown to navigate back up through the file tree from your selected folder.

5. Start Offset

Located in the top right of the window.

This tool helps to locate pages when there are a lot of children under the same parent, by allowing authors to skip ahead down a long list of pages without having to continuously scroll and wait for more pages to 'lazy load.'

  • Specify the desired starting place in the tree (0 by default).
  • The tool lists the total number of pages so you can easily gauge what value to try.
  • E.g. if the page is estimated to be half way through a list of 600 pages, enter 300.

6. Load All

Located in the top right of the window.

This tool helps locate pages when there are a lot of children under the same parent, by allowing all of the children to be loaded at once.

  • This is useful when you often visit multiple sites under a single large directory, or are not sure of the exact title of the site or page, and simply wish to view the full list.
  • You should only need to load all of the sites once. You can then open various pages for editing in a new tab without requiring the full list to reload.
  • This load can take some time for very large lists (e.g. ~600 sites can take nearly 30 seconds).

7. Select All tool

screen capture of the Select All button.

Select All button

Located in the top right of the window.

This tool selects all pages in the lowest level displayed. Click the "X" or Escape key to deselect.

8. Create dropdown

Located in the top right of the window.

screen capture of the Create button.

Create button

The 'Create' button reveals a dropdown with choices to create the following:

  • Catalog (not used)
  • Page (only displayed if a page can be created at this location)
  • Site (not used)
  • Live Copy (in pilot)
  • Launch (not used)
  • CSV Report - quick downloadable report of a specified site
    • a settings page loads, to specify the path, number of levels, and properties to export.

9. 'views' dropdown

Located in the top right of the window.

screen capture of the List View button.

List View button

This unlabeled dropdown toggles between different displays of the pages or assets. Typically a dropdown at the top provides breadcrumb navigation back up the tree. List View allows many sorting options, which only affect the individual user's view -- read more about How to Sort Displayed Pages. Natural order is by creation date (newest pages are listed last) but this can be manually changed -- see How to Reorder Pages.

  • List View (the default) - Loads the pages as an expandable file tree for the selected level, including additional details such as Title, Name, Modified, Published and Template. We recommend List View because it allows reordering of pages.
  • Column View - Displays a series of side by side page lists, with a new list loading to the right of the last, each time a page with children is selected. For a page with no children, the final pane shows page information.
  • Card View - Loads the pages as an exploded grid for the selected level.
  • View Settings - (unknown)

10. Side Panel

Located along the left side of the window.

On demand, a left sidebar called the Side Panel can be revealed to provide more information about a site and its pages. The Side Panel is revealed (or concealed) using the unlabeled Content Tree dropdown in the top left of the window.

The following options are provided. Keyboard shortcuts are listed as "Alt-x".

  • Content Only - The default. Side Panel is closed.
  • Content Tree (Alt-1): Loads a file tree of all displayed pages.
  • Timeline (Alt-2): Shows recent activity to a selected page, including the latest publication or modification timestamps, Versions and Annotations. (This is not the page's complete history.)
  • References (Alt-3): Shows additional information about a selected page such as incoming links or calls for display from other UBCMS pages.
  • Filter (Alt-4): Starts a search, focused on the current part of the UBCMS, allowing a search for a specific page name.

11. site pages area

Located in the center of the window.

This is the heart of the console, displaying the actual pages that make up each website. Depending on the View chosen, you can navigate through the parents to reveal their children and some information about each page.

  • Click on a parent page to reveal information about that page.
  • To expand the view of a parent page, click the page title or > icon.
    • The next level of content appears in an adjacent scrollable sidebar.
    • To expand an additional level deeper, click the page title or > icon next an item in the adjacent sidebar.
  • Click a page's thumbnail to select the page and display general details about that page:
    • Title
    • Name
    • Modifed (timestamp and user)
    • Template
    • Published (status, e.g. 'not published')
    • Workflow

Command Menu

Located across the top of the window (when displayed).

This tool bar appears when a page is selected (click the thumbnail) and provides access to the following features. If the bar i stoo long, the remainder are revealed by clicking the '...' at the right end.

  • Create
    • Catalog (unused)
    • Workflow
    • Version
    • Page
    • Site (unused)
    • Live Copy (in pilot)
    • Launch (unused)
    • CSV Report - Quick downloadable report of specified page(s).
  • Edit - Opens the page in the Edit Console.
  • Properties - Displays settings for the selected page.
  • Lock - While locked, only you can modify the page and it cannot be published. Only you can unlock it.
  • Copy - Copy the selected page, which then turns on the Paste option.
  • Move - Relocate the selected page elsewhere in your site, or give it a new name.
  • Quick Publish - Publish selected page and any references.
  • Manage Publication - Publish/Unpublish and set Scheduling at a future date and time.
  • Restore - Recover saved versions of page(s).
    • Restore Version - Restores a saved version of one page (not its children).
    • Restore Tree - Restore an entire page tree (a page and all of its children).
  • Delete - Delete the selected page.

  • X - Deselect the selected page(s).

Sort Displayed Pages

List View provides the opportunity to sort the display of pages in each of the various columns. This is just for your personal view of Author, and has no impact on site navigation or lists, or your published site, but will perpetuate throughout Author until you change or undo this specification.

Click the ^v button at the top of any of the columns (Title, Name, Modified, Published, Template, Workflow). The sequence is Ascending > Descending > Off (default), and in each case, the pages will be ordered in alphanumeric or chronological order as appropriate.  Clicking the next column overrides the first choice. If you click through to Off, we recommend you reload the page to correctly see the default order.

Filter Pages (Search)

A more powerful way to sort your displayed pages is provided by the Filter (search) tool.

Open Side Panel and select Filters, or use alt+4 keyboard shortcut. This will provide a controlled search for the selected folder in the Sites Console. You can ignore the search box, but choose from the available filters, including Publish Status, Modified Date, and more.

Reorder Pages

Your own view of the child pages in a folder can always be adjusted just in Author, using the Sort and Filter (search) tools.

But you can also change the real order of those pages--this is called reordering--and impacts all authors as well as your live site.

To reorder pages. make sure you are in List View, then drag and drop a page up/down (i.e. within the same 'folder') by dragging the 'domino' drag handle located at the right end of the page title (it looks like two vertical rows of dots). There is no request for confirmation.

When you change the order of published pages, you must republish the adjusted page so its new position is replicated to the live website.

Keyboard Shortcuts

These are Windows/Linux and MAC OS keyboard shortcuts for some commonly-used features, which are also frequently labeled on toolbars and menus (look for tool tips and hovers). For users who do not use keyboard shortcuts or have accessibility needs, some shortcuts can be disabled in My Preferences.

Shortcut

Function

Details

Ctrl arrow
MAC: Cmd  arrow

slider

Shift the view in the file tree--moves the slider up/down/left/right.

left/right arrow

navigate

Traverse the file tree laterally, expanding/collapsing as you progress.

up/down arrow

 

Scroll the file tree vertically, without expanding folders.

?

help

Invoke keyboard shortcut help.

/

filter

Invoke Filter (search).

Alt <number>
MAC: Opt + number

Side Panel

Open/close Side Panel drawers: 1) Content Tree, 2) Timeline, 3) References, 4) Filter/search    (Filter must be closed manually.)

`

 

Close Side Panel.
(This is the backquote key, below the tilde, and not an apostrophe.)

e

edit

Edit selected page(s).

p

properties

Open properties of selected page(s).

Ctrl s
MAC: Cmd s

save

Save changes to Properties. (Does not close.)

Ctrl click
MAC: Cmd click

select

Select multiple pages, one by one.

Shift click

select

Select multiple pages, from one to another.

Esc

deselect

Deselect selected page(s).

m

move

Move selected page(s).

Ctrl c
MAC: Cmd c

copy

Copy selected page(s).

Ctrl v
MAC: Cmd v

paste

Paste selected page(s).

Backspace
MAC: Del

delete

Delete selected page(s).

Printable Version

Download or print these tipsheets of all keyboard shortcuts.

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