Content Manager Guide

Cascade V8.4
Website Content Management
for the Site Manager
UMSL
September 2017
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Content Management System
Contents
Purpose & How to Use This Guide ................................................................................................................ 5
Getting Started and Logging In ..................................................................................................................... 5
Login .......................................................................................................................................................... 5
Dashboard ..................................................................................................................................................... 5
Notifications .............................................................................................................................................. 5
Setting Preferences for Default Site & Unpublish on Move/Delete ......................................................... 6
Find a Site .................................................................................................................................................. 7
Site Structure: Assets, Folders, Pages, and Files ........................................................................................... 7
Assets ........................................................................................................................................................ 7
Folders....................................................................................................................................................... 8
Pages ......................................................................................................................................................... 9
Site Layout................................................................................................................................................... 10
Creating and Editing Content ...................................................................................................................... 13
Edit a Page ............................................................................................................................................... 13
Adding a New Page ................................................................................................................................. 13
Create and Name the Page and Set Menu Options ............................................................................ 13
Page Name .......................................................................................................................................... 14
Placement Folder ................................................................................................................................ 14
Display Name ...................................................................................................................................... 14
Title ..................................................................................................................................................... 14
Include in Left Navigation ................................................................................................................... 14
Display Left Navigation ....................................................................................................................... 15
Adding Page Metadata............................................................................................................................ 15
Building Page Content ............................................................................................................................. 15
Title and Image Headers ..................................................................................................................... 15
Building Page Body Content .................................................................................................................... 17
Content with 1 Column ....................................................................................................................... 17
Content with 2 Columns ..................................................................................................................... 18
Content with 3 Columns ..................................................................................................................... 18
Accordion ............................................................................................................................................ 18
Image Gallery ...................................................................................................................................... 20
Slideshow ............................................................................................................................................ 20
Tabs ..................................................................................................................................................... 23
Right Content Area .................................................................................................................................. 24
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Right Side Content/Related Links........................................................................................................ 24
Right Side Content/Related Callout .................................................................................................... 25
Full Width Content .................................................................................................................................. 27
Save, Preview, and Submit ...................................................................................................................... 28
Adding an External Link............................................................................................................................... 29
Adding or Changing a Related Links List Block ............................................................................................ 30
Add a Related Links List Block ................................................................................................................. 30
Change a Related Links List Block ........................................................................................................... 32
Adding Links in the Content Body: Internal vs. External ............................................................................. 32
Images ......................................................................................................................................................... 32
Content Details ........................................................................................................................................... 33

Responsive Images – ensure that images are sized according to the screen size it’s being viewed
on. 33

Styles – view how to insert special styles such as buttons, header text, font colors, alerts and
more. ....................................................................................................................................................... 33

Tables – our table guide will show you how to build stylized tables that are responsive to screen
size. 33
Publishing Your Content ............................................................................................................................. 33
Publish all folder contents or just a single file ........................................................................................ 33
Publish Selected Files .............................................................................................................................. 33
Publish Your Entire Site ........................................................................................................................... 34
Publish to WebDev (test server) ............................................................................................................. 34
Using Anchors ............................................................................................................................................. 35
Create the Anchor ................................................................................................................................... 35
Link to the Anchor ................................................................................................................................... 35
Editing the Footer and Tracking Visits to Your Site..................................................................................... 36
Importing Files ............................................................................................................................................ 38
Adding a File to Cascade ......................................................................................................................... 38
Import a file with the Add Content link .............................................................................................. 38
Import a file while editing a page ....................................................................................................... 38
Replace/Update an Existing file .............................................................................................................. 39
Renaming a File ........................................................................................................................................... 39
Creating a New Folder ................................................................................................................................ 40
Creating References .................................................................................................................................... 41
Unpublish and Delete Files ......................................................................................................................... 42
Unpublish a file ....................................................................................................................................... 42
Delete a file or folder .............................................................................................................................. 42
Restoring Previous Version of Page ............................................................................................................ 42
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Reordering Left Hand Navigation................................................................................................................ 43
Reorder Sub (folder) navigation.............................................................................................................. 44
Coping Images from the Image Library ....................................................................................................... 44
Restore deleted files ................................................................................................................................... 46
View Draft Versions .................................................................................................................................... 46
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Purpose & How to Use This Guide
The purpose of this guide is to acquaint you with the features of Cascade Server (Cascade). It is
designed to be read chronologically and then used for reference.
Getting Started and Logging In
Cascade is a content management system (CMS) by Hannon Hill. The CMS application provides a tool
for creating, editing, and publishing Web pages. The content of your website is on the Cascade server.
As a site manager, you are responsible for maintaining and publishing your site content.
Login
Cascade is a web-based application that you access through a browser (such as Firefox or Chrome).
1. Open your browser and type https://cms.umsl.edu:8443/login.act in the address area.
2. Login to Cascade using your username (SSO ID) and password. Your username must be entered
in all lowercase. If you are accessing Cascade from a computer that is not on UMSL’s network
(such as at home), then you must access through a VPN connection. You can get instructions for
downloading VPN software from the Technology Support website.
Dashboard
When you login you will see the dashboard. From the dashboard you can manage and create your
content. It includes movable widgets which you can arrange to customize your usage experience.
Widgets give you easy access to information and functions such as:
My Sites – Your recently visited Cascade sites are displayed here.
Notifications – You can view notifications about pages you have published and/or unpublished. The
notification includes the detail about the publishing function and indicates if any errors occurred
during publishing. You will only see messages for files published with your own login id.
My Content – View and select recently edited and draft version of your files.
Link Checker – Summary of the link checker report.
Stale Content – List of assets that have not been recently modified.
Dashboard options across the top of the screen
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Setting Preferences for Default Site & Unpublish on Move/Delete
You should choose to have content automatically unpublished (removed from live website) whenever
you move or delete pages. You can also set a default site to make it the top link in your My Sites list and
any new dashboard widget will be configured to display data from that site.
1. Click on your icon link at the top-right of the screen and select Settings.
2. Be sure the box for the Un-publish on Move/Delete is checked.
3. Also, uncheck the box for Appearance of Assets Link.
4. Click in the Default Site box to choose a site that you want your widgets to use. Then click
Submit.
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Find a Site
At the top of the Cascade screen you will see the site-chooser drop-down box. Click in the site chooser
box to view a list of sites you have access to. Select the site of your choice or you can also select a
recently visited site from My Sites on the Dashboard.
Site Structure: Assets, Folders, Pages, and Files
Assets
An asset is anything you can create, edit and manage in Cascade. “Asset” is a term referring to a file,
folder, block, or page in Cascade. You may work with the following assets in Cascade:
1.
Page – indicates an html page.
2.
File – created by an external program and imported for use in Cascade, may be a jpeg image,
PDF file, or any other static content.
3.
Block - a "pluggable” piece of content that can be easily substituted, into the right-hand
related links area, the image rotation block, or the right callout area.
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4.
External Link - a symbolic link to a specific URL that links to a web page outside of your
Cascade site. Used in the Related Links box, or the left-hand menu.
5.
Folder - a container that holds other assets. All of the assets within a folder should be
related to each other. For example, an image folder should only contain image files. Folders are
used to create sub-navigation for your site or as containers for non-page assets (images, etc.).
6.
Reference - a special asset that is used to get a link to a page that is not in a related folder to
show up on the left hand navigation.
The asset tree (file directory) displays a hierarchical view of the folders and files that make up your site’s
content. All of the files in your site are located on the Cascade server.
Folders
Folders help keep your site organized by grouping similar items together. The top level folder is labeled
with the site name and contains the site’s content. The “_internal”, and “files” folders are typical folders
on every site. A folder’s name becomes part of the URL when published. NOTE: do not delete or alter
the “_internal” folder. You may add/edit files within the “files” folder, but do not delete or modify the
folder structure.
When a folder has a file in it named “index”, then the folder’s Display Name displays in the web page’s
left-hand navigation menu.
Clicking on the arrow to the right of the folder name will reveal its contents in the asset tree and in the
main view area. In the example below, clicking on the files folder and then on the arrow for the images
folder displays the contents of the images folder in the main view area. You can switch from viewing
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files in either List or Thumbnail view. If there are images in the folder, the Thumbnail view will show
thumbnails of the images.
Pages
Your site will have a homepage off of the root folder with a page name of “index”. A standard template
is applied to each page which sets the page layout. You can add/change content on the page and
control the display of the left–hand navigation and the right-hand sidebar.
Homepage for your site
Most of the html pages on your site should be contained in folders. If the folder contains an “index”
page then the folder’s Display name shows in the top menu level, allows the folder to be displayed in
the left navigation and any additional html pages in the folder can be included in a secondary menu
level.
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Site Layout
In Cascade, you use a template to build your html pages. The examples below show where the Page
Name, Title, Display Name, Title Header, and Caption template fields appear on the formatted page.





Page Name in Cascade V8 is the same as System
Name in the old version.
Page Name becomes part of the URL.
Page Name should not contain blank spaces,
underscores, or other special characters (~ $ < > #
% { } [ ] | \ & +, . / : ; + ? @ )
Title displays as a tab label of a browser AND is
what Google Search will display as the name of
the page in search results AND is on the site
content map.
Display Name appears as the Left Navigation text
and Breadcrumb.
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
Title Header is displayed as the page
header. It can be turned on or off.

Caption text displays over a header image
when an Image Header is included and
caption selected.
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Creating and Editing Content
Edit a Page
To edit content for an existing page, navigate to that page, select it and the click the Edit option at the
top of the screen. Or right-click on the page name and select Edit from the drop-down box.
Adding a New Page
When you want to add a new page, use the Add Content link and select Unit Pages > New Page. The
template provides content areas that you can choose from to customize the layout of your content.
Each section of the template is explained below. A red star to the right of the name indicates it’s a
required field.
Create and Name the Page and Set Menu Options
1. Determine which folder the new page will go in, and then click on the arrow to the right of the
folder to select it. The left-hand navigation menu is based on folder structure.
2. Click Add Content > Unit Pages >
New Page
3. Name your page and choose where to store it in your file directory:
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Page Name – This becomes the page name that appears in the URL. Page Name should be all
lowercase without spaces. To separate words use a hyphen instead of an underscore character. If
this is the first page in a new folder, you need to name it “index” in order for the folder’s Display
name to appear in the left-hand navigation of your page.
Placement Folder – the location in your Cascade file directory for the new page.



Page Name in Cascade V8 is the same as
System Name in the old version.
Page Name becomes part of the URL.
Page Name should not contain blank
spaces, underscores, or other special
characters (~ $ < > # % { } [ ] | \ & +, . / : ; +
?@)
Display Name – appears in the breadcrumbs, left-hand navigation menu and in the Related Links
area if used there.
Title – displays on page tab of the browser and is used by search engines.
Include in Left Navigation – Allows you to choose whether the page should be included in the left
navigation menu.
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Display Left Navigation – Controls whether or not the left navigation menu appears on the page.
Title
Display Name
Adding Page Metadata
When building a page, be sure to add metadata by clicking the
Metadata tab. This information supports search engine results
as well as social media posts.
Summary - The synopsis of the asset.
Teaser - A short enticing phrase about the asset.
Keywords - Words or phrases about the asset.
Description - The description of the asset.
Author - The organization responsible for the asset.
Building Page Content
Title and Image Headers
Title Header - A Title Header appears in large text across the top of your page, above the left menu and
above the Image Header if one appears on the page.
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Select Yes for Include Title Header and the Title Header field will
appear for you to enter title text.
Image Header - An Image Header spans the width of your page. The image width should be 1236px and
height 382px.
Select Yes to Include an Image Header. You can choose to
display a caption over the image by selecting Image with
Caption. Click in the Image box to select an image. See
section on adding files for instructions on how to import an
image to your site. Type Caption text if appropriate.
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Building Page Body Content
Select the layout of the page’s content area.
See examples of each
layout type below.
Content with 1 Column
For Content
with 1, 2 or 3
Columns use
the WYSIWYG
content area to
type and build
your content.
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Content with 2 Columns
Content with 3 Columns
Accordion
Accordion sections display a header. When you click the header, the related content displays below the
header. This is a helpful way to display multiple topics of content on one page without showing all the
content at once.
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Give your Accordion section a Header
then add the content for the section in
the Content area.
= Add Accordion section
= Remove Accordion section
= Reorder sections
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Image Gallery
Image Gallery arranges images in a two-column layout, with optional captions.
Full Size Image displays when you click
on the thumbnail image.
Thumbnail Image appears on the page
as in the example above.
Caption Text appears under the
thumbnail image and is optional.
= Add Image
= Remove Image
= Reorder Images
Slideshow
Example when using the Related Links/Right Callout area (far right side of page). Slide headline and
descriptive text display under the slide.
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Example when not using the Related Links/Right Callout area (for right side of page). Slide headline and
descriptive text display to the right of the slide until the screen is sized smaller, then they display under
the slide.
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Headline displays in larger bolded
text.
Descriptive Text gives a little more
detail and displays under the
Headline.
Banner Image indicates the file with
your slide image.
Link Types Choose Internal Link, and
then click in the Internal Link box and
select a page on your site OR, choose
External Link and then click in the
External Link box that appears to
choose an External Link that you
previously setup.
Link Text is the text that will appear
on top of the button that when clicked
takes you to the internal or external
link you selected.
= Add Slide
= Remove Slide
= Reorder Slides
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Tabs
Tabs are an optional way to display multiple topics of content on one page, with each topic listed under
a separate tab.
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Name the Tab with a Header then in
the Content area add the content that
will appear when that tab is selected.
= Add Tab
= Remove Tab
= Reorder Tabs
Right Content Area
This content displays on the right-hand side of your page if you select Yes for the “Display Right
Callout/Related Links Navigation” option in the Right Content Area section of the template.
Right Side Content/Related Links
A Related Links list needs to first be built as a block file. Then you refer to the block file in this section of
the template. The block file can be used on multiple pages by just selecting the file for your Related
Links on each page you want the content to appear. See instructions for creating an External Link and
for creating a Related Links List block
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Select Yes to Display Right
Callout/Related Links.
In the Related Links section, click in the
Link List box, select your related links
block file, and then click Choose.
External links in your related links block
file will display in a Related Links box on
the far right-hand side of your page.
Right Side Content/Related Callout
The Callout content displays on the far right side of the page, under the Related Links lists. If no Related
Links list is being displayed, then the Callout content appears at the top of the area.
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Enter text for a Callout Heading. This is
optional, even if you are entering Callout
content.
Enter content for the Right Callout area.
The width of the image in the Right
Callout area should not be wider than
175px.
Example below shows Related Links and Callout areas on published page.
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Full Width Content
Content entered in this section will display at the bottom of the page, below all other content, and will
use 100% of the page width.
Select Yes to Add 100% Width Content.
Enter your content.
Example below shows Related Links and Callout areas on published page. Full Width Content extends
the width of the page and starts displaying below all other content, including the Right Content Area.
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Save, Preview, and Submit
To save your page, click the Save & Preview button. Your page will be displayed in a preview and saved
as a draft. You must click the Submit button to save your new page to the site’s file directory, or to
replace an existing file with the changes you’ve made. The file’s Page Name is displayed in the directory.
When you Save your page, it is saved as a draft as indicated in the image below. You must click Submit.
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You can submit your page without first previewing it by clicking the Advance Submit button (three
vertical dots) and selecting Submit.
If you are ready to publish your changes, see the section on Publishing.
Adding an External Link
An External Link points to a webpage that does not reside on your Cascade site. Adding an external link
to Cascade allows you to use the link in the Related Links list block or in the left-hand menu.
1. In the file directory, click on the files folder, then click on the arrow to the right of the externallinks folder.
2. Select Add Content > Default > External Link.
3. Complete the following:
a. Link Name – The name you give your
link is what will appear on the
webpage.
b. Placement Folder – This is the folder
where the external link will be
stored. If you plan to use the link in a
Related Links list, then best practice
is to store the file in the
files/external-links folder. If you
want the link as a left menu option,
then choose the folder under which
you want this link to be a second
level menu option, or choose the
root/site folder if you want this link
to be a first level menu option.
c. Link - Enter the full URL of the
external webpage. You can copy/paste the URL from a website.
d. Metadata Set – leave this set to default.
e. Click the Save & Preview button.
f. Click the Submit button.
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Adding or Changing a Related Links List Block
If you want to use a Related Links list on a page or pages of your site, then you need to create a block file
and point to the file in the Right Side Content > Related Links section on the page(s). A Related Links
Block can contain html pages (Related Page) and External Links (Related External Link). Your site may
already have a related links list block file. Related Pages will display first in the Related Links box,
followed by Related External Links.
Add a Related Links List Block:
1. Select Add Content > Blocks > Related Links List.
2. On the block template page enter a XHTML/Data Definition Block Name. The default name is
“untitled-related-links-list”. Change the word “untitled” to a relevant name (for example
“admissions-related-links-list”). This is the file name.
3. If the Placement Folder is not files/blocks, then click in the Placement Folder box and select the
files/blocks folder and click Choose.
4. In the Related Links section:
a. If you want to include an html page that is on your site, then under Related Page click
in the Choose Page box, select your page and click Choose.
b. If you want to add an external link for a page that is not on your site, then under
Related External Link, click in the Choose Link box, select your external link and click
Choose. Note: If the related external link has not yet been created in Cascade, then see
the Adding an External Link section.
5. Click the Advanced Submit button (three vertical dots at top right) and click Submit.
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Page on your site
= Add Page or Link
= Remove Page or Link
= Reorder Pages or Links
External link file (to point to
content that is not on your site)
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Change a Related Links List Block
1.
2.
3.
4.
5.
6.
Navigate to the block file you want to change. It should be in the files/blocks folder.
Select the block file.
Click Edit.
See steps 4 and 5 under Add a Related Links List Block.
Click the Advanced Submit button (three vertical dots at top right) and click Submit.
Publish the page(s) that use this block file.
Adding Links in the Content Body: Internal vs. External
There are two types of links, internal and external. Internal links are links to pages or files within your
Cascade site. External links are to pages outside of your site. To add or edit a link in a content area:
1.
Highlight the text you want to make a link, and then click on the insert/edit link
tool.
a. Select Internal if you are pointing to a page or file within your folders (your site).
i. Click in the Link box.
ii. A chooser window will open. Select a file using the Recent, Browse, or
Upload links and then click Choose. Use the Upload link when the file
you want to use is on your computer and not yet part of your site
directory. Then click Choose.
In the Target box, select “New window” if you want this page to open in
a new browser window.
b. Select External if the link is not directly to a file on your site.
i. A Link box appears. Type (or copy/paste) the full URL for the external link
(e.g. http://www.umsl.edu).
2.
Click Ok.
Images
You can add an image to the Content or Right Callout area. The width of the image in the Right Callout
area cannot be wider than 175px. To insert an image:
1.
Place your cursor where you want to insert the image.
2.
Click on the Insert/edit image
tool.
a. Select Internal if the image is located in a folder on your site.
1. Click in the Image box.
2. A chooser window will open. Select a file using the Recent, Browse, or Upload
links and then click Choose. Use the Upload link when the image file you want
to use is on your computer and not yet part of your site directory. Then click
Choose.
3. Check the Decorative box if the image is for decorative purposes only and an
image description is not needed.
4. Enter an Image description if you did not check the Decorative box. This is the
text that is used by screen reader software. The text is usually a short
description of the image.
b. Select External to point to an image outside of your site.
1. In the Image box, enter (or copy/paste) the URL for the image.
2. Check the Decorative box if the image is for decorative purposes only and an
image description is not needed.
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3. Enter an Image description if you did not check the Decorative box. This is the
text that is used by screen reader software. The text is usually a short
description of the image.
3.
Click OK.
Content Details
The following topics are covered in the online CMS Style Guide at
http://www.umsl.edu/~cmsusers/styleguide.html.

Responsive Images – ensure that images are sized according to the screen size it’s being
viewed on.

Styles – view how to insert special styles such as buttons, header text, font colors, alerts and
more.

Tables – our table guide will show you how to build stylized tables that are responsive to
screen size.
Publishing Your Content
The process of publishing your page/file is what puts that content on the web server. Anytime you
make a change to a page or file you need to publish it to the web server so that your additions/changes
can be viewed on your live webpage. You can publish individual pages, folders, or your entire site.
Publish all folder contents or just a single file
Select the folder or file you want to publish and click the
icon at the top of the page, or
right click on the file or folder and select Publish from the pop-up menu. Click Submit.
Publish Selected Files
If you select a folder then you can choose what you want to publish by checking the boxes next to the
appropriate folders and/or files, then click the
icon. Click Submit.
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Publish Your Entire Site
If you add, move, or delete a first level left-hand navigation option, or update the page footer block,
then you must publish your entire site before the change will appear on the live website.
Select the site name at the top of the file directory, then click
Be sure to refresh your live browser page (Ctrl + R) in order to see the changes after you publish.
Publish to WebDev (test server)
If you do not want to publish content to the live web server, but you want to see what the content
would look like when it is published then you can choose to publish only to the test server named
webdev.
The URL for your webdev site is typically the same as your live site, but with ~webdev preceding your
site name. For example:
Live site= http://www.umsl.edu/cashiers
Webdev site= http://www.umsl.edu/~webdev/cashiers
1. Select the page or folder that you want to publish (or select the site name to publish your entire
site).
2. Click
.
3. Uncheck the box for the “live” Destination.
4. Click Submit.
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Using Anchors
By including an anchor tag within a page, you can place links on your page which, when clicked, allow
the reader to jump to another location on the page.
Create the Anchor
1. Place the cursor in front of the text where you want to create an anchor.
2. Select the anchor icon in the content editing tool area.
3. Name your anchor. Name must not contain spaces.
Link to the Anchor
1.
2.
3.
4.
Highlight the text you wish to link to your anchor.
Select the insert/edit link icon in the text editor.
In the “Anchor” field, type in the name of the anchor you wish to link to. (See example below)
Click OK.
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Anchor example.
Editing the Footer and Tracking Visits to Your Site
You can edit the address and contact phone number information in the page footer. The footer is a
block file which appears on all of your html pages, so changing the footer block file and then publishing
your entire site will update the footer for all of your pages. The footer file name is “site-nav” and is
located in the root level of your site’s file directory. DO NOT MOVE OR DELETE THIS FILE. This footer file
is also where you can copy a Google Analytics Tracking ID. Adding Google Analytics to your site will
allow you to keep track of how many people are visiting your site, get information on which pages are
most popular and see where users are clicking. Please refer to this separate documentation for
information on using Google Analytics on your site.
1. Select the footer file, “site-nav” located at the root level of your file tree.
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2. Click the Edit tab and update the address and phone number information as appropriate..
3. Click Save & Preview, then Submit.
4. Publish your entire site to update the footer on all pages of the live site.
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Importing Files
Best practice is to store all non-html files under the “files” folder. For example, PDF files should be
stored in the “files/pdf” folder, and image files (JPG, PNG and GIF) in the “files/images” folder.
Adding a File to Cascade
Images and PDF documents are common examples of files you may use in your site. You can upload a
file with the Add Content option, or when you are selecting a file in the appropriate section of the
template. Both options are shown below.
Import a file with the Add Content link
1. Select Add Content > Default > File.
2. Drag/Drop a file in the box or click in the box to browse for a file. NOTE: for images, size your
images to the appropriate height and width before uploading them to the CMS and ensure that
the file size is small – a large file size will slow how fast the page loads for users and use
additional data for mobile users.
3. File Name – When you select or drop your file the System Name will be filled in with the file
name. If necessary, change the system name to a URL friendly name. For example, remove all
spaces and capital letters from the name. To separate words use a hyphen instead of an
underscore character. Be sure to include the file extension with the name, otherwise you will
not be able to view the file in your site.
4. Placement Folder - This indicates the folder where your file will be stored. If the location is not
correct, click the folder icon to select the correct folder. Best practice is to place it in the “files”
folder.
5. Click the Advanced Submit button (three vertical dots at top right) and click Submit.
Import a file while editing a page
1. When you are editing a page and select to insert an image or an internal link, click in the box to
choose a file, then select the Upload link.
2. Drag/Drop a file in the box or click in the box to browse for a file on your computer.
3. File Name – When you select or drop your file the System Name will be filled in with the file
name. If necessary, change the system name to a URL friendly name. For example, remove all
spaces and capital letters from the name. To separate words use a hyphen instead of an
underscore character. Be sure to include the file extension with the name, otherwise you will
not be able to view the file in your site.
4. Placement Folder - This indicates the folder where your file will be stored. If the location is not
correct, select the correct folder. Best practice is to place it in the “files” folder. You can search
for a location in the box next to the current selection drop-down box.
5. Click Choose.
6. Click OK.
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Replace/Update an Existing file
If you need to replace an existing file with a new version of that file, follow the instructions below. If
you need to delete a file, see the instructions for Unpublish and Delete Files. If you need to rename a
file, see the instructions for Renaming a File.
1. Select the file that you want to replace and then click Edit.
2. Drag/Drop a file in the box or click in the box to browse for a file on your computer. Since you
are replacing an existing file, the file name in Cascade will remain the same, regardless of what
the file name is of the file you are importing.
3. Click the Advanced Submit button (three vertical dots at top right) and click Submit.
4. Publish the file. When you publish the new version of the file, any of your html pages that have
a link to this file will automatically load the new file. You do not need to re-publish the html
pages. You may need to clear your browser’s cache to clear old history in order to see the new
version of the file.
Renaming a File
If you want to rename a file, be sure to unpublish it first, or to select unpublish as part of the rename
process.
1. In the file tree, highlight the file you want to rename.
2. Right-click on the file and select Rename.
3. BE SURE THE BOX IS CHECKED FOR “Unpublish Content” so that the current file name will be
unpublished (removed) from the server.
4. In the New Page Name box, make the correction to the file name. Page Name should be all
lowercase with no spaces. Use a hyphen to separate words.
5. Click Rename.
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Creating a New Folder
If you are adding new content to your site that does not relate to existing content, then you want to
create a new folder to keep all the like content together. If you want to create a new first level left
menu option, the folder’s Display Name will be what appears in the left menu. In order for the folder’s
Display Name to appear in the left menu, you must have an html page named “index” in the folder. The
Folder Name becomes part of the URL name. Follow the steps below to create a new folder.
1. Select Add Content > Unit Pages > Unit Folder.
2. Folder Name - Type a name for the folder. The Folder Name becomes part of the URL. The
name should be in all lowercase with no spaces in the name. To separate words in the name,
use a hyphen (-) and not an underscore.
3. Placement Folder – This is the location in Cascade (your file tree) where the folder will be
located. To change the folder location, click in the Placement Folder box and select a new
location.
4. Title – The Title is what Google Search will display as the name of the page in search results and
is on the site content map.
5. Display Name - This is the name that will appear in left-hand navigation menu (if you add a file
named “index” to this folder), and in the breadcrumbs.
6. Click Submit.
Depending on your settings (see page 6) the
appearance of the asset links will show either the
asset’s Title or Folder Name.
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Creating References
Using a Reference gives you a way to get a link for a page, which is not in the folder, to show up on the
left hand navigation under this folder title. In the example below, the page “helpful-tips” is in the
“student-resources” folder. To have a link to the “helpful-tips” page show as a sub-navigation option
under New Features on the left-hand menu, a reference to the helpful-tips page was created in the
“new-features” folder. The icon indicates a reference.
To create a reference:
Right-click on the page you want to create a Reference for.
In this, example it is “student-resources/helpful-tips”.
Select Reference from the pop-up menu.
Enter a Reference Name, or just let it default to the original
name. This is the name that will appear in the file tree.
Placement Folder is the location where the reference will
be located. Click in the Placement Folder box and select the
appropriate folder location. Then click Choose.
Click Submit.
Publish the folder you placed the reference in by selecting
the folder, then clicking the Publish option and then clicking
Submit.
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Unpublish and Delete Files
Unpublishing a page will remove it from the live website. You should unpublish a page before you
delete the page, or when you rename a page. If you do not unpublish the asset first, the page will still
be live even if the file itself was deleted. There may also be occasions when you want to unpublish a
page from the website, but still keep it in Cascade so that you can have it for reference in the future.
Unpublish a file
1. Select the page or folder that you want to unpublish.
2. Right-click on the folder or file and select unpublish from the drop-down menu.
3. In the Unpublish page box click Submit.
Delete a file or folder
Deleting a file removes it from the Cascade server. You must first unpublish the file (or select to
unpublish the file as part of the delete function) in order to remove the file from the web server and
your live website.
1. Select the file or folder that you want to delete.
2. Right-click on the file or folder and select Delete from the drop-down menu.
3. BE SURE THE UNPUBLISH CONTENT box is checked.
4. Click Delete.
Restoring Previous Version of Page
Each time you submit a page that you are editing, a version of that page is saved. You can restore a
previous version of a page (up to 19 previous versions are saved).
1. Select the page in the file directory for which you want to restore a previous version.
2. Right-click on the page and select Versions from the drop-down menu.
3. You can view the page to verify it is the version you want to restore. Select the version you
think you want to restore by clicking on the file name in that line.
4. You will be viewing that version of the page. To restore this version or to select to view
additional versions, click More (at top right) and select the appropriate action.
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Reordering Left Hand Navigation
You can change the order in which your left-hand menu options appear on your website. To reorder the
main level left-hand navigation:
1. Select the Site Folder at the top of the file directory. You will see your folders and files listed in
the main view area.
2. Sort by Order number by clicking the column name “Order”. Some folders, such as the
“_internal”, and “files” folders do not display in the left navigation, so their position numbers
are not relevant to the ordering. The item with lowest relevant number appears highest in the
menu choices.
3. Drag a folder to place it in a higher or lower menu spot.
4. Publish. You must publish your entire site if you modify the left menu’s navigation order.
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Reorder Sub (folder) navigation
1. Click on the arrow to the right of the folder name. You will see the folder’s content listed in the
main view area.
2. Sort by Order number by clicking the column name “Order”. The item with lowest relevant
number appears highest in the menu choices.
3. Drag a file to place it in a higher or lower menu spot.
4. Publish. You must publish your entire folder if you modify the page order.
Coping Images from the Image Library
The Image Library contains pictures you can use for an Image Header. It is a site that is available to you
in the site-chooser drop-down box.
1. At the top left of the Cascade window you will see the site-chooser drop-down box. Click in the
site chooser box and select the “Image Library” site. The steps below explain how to copy files
from the Image Library to your site.
a. Select the “full-width” folder in the Image Library. To preview the images, switch to
Thumbnail view.
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b. Select images: In Thumbnail view, click on an image to select it. You can select multiple
images. In List view, select images by putting a checkmark in the box to the left of the
image name.
c. Click on the Copy icon.
d. In the “Choose a destination folder” window, select the images folder on YOUR site.
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e. Click Copy.
f. Verify that the images will be copied to the correct site/folder. Then click Confirm Copy.
Restore deleted files
Deleted files are stored in the Trash for 30 days. The Trash can be accessed from your site and the
link is located above your file directory. You can restore a file to your site while it is still in the trash.
1. Click on Trash.
2. Place a check mark next to the file(s) you want to restore.
3. Click the restore icon to restore the file(s). The files will be restored to the folder specified
in the Original Location column.
View Draft Versions
When you edit a file, Cascade creates a draft version. When you “Save & View” the file, you are
looking at the draft version. If you have previously submitted the file, then you will have two
versions, the current version and a draft. When you submit the “draft”, it will overwrite the
“current” version.
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From the My Content area of the Dashboard, you can see all the files for which you have a draft
version.
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