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Frequently Asked Questions / Video Tutorials

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Getting Started

How do I log in? Where is this?

You can use any of the Cascade Server buttons on this website or type in https://cascade02.tarleton.edu:8443.

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Do you have any quick help handouts or cheat sheets I can print out?

Absolutely! We try to update them as quickly as possible when Cascade Server is upgraded. Old problems are solved and things you might be used to are moved, so check these out periodically for changes.

Updating Web pages? This is all new to me. Is there a quick start that you can give me?

Actually, even seasoned web designers need refreshers due to the advancement of web technologies, so the following presentation is for everyone!

Don't worry, though. This will only cover the basics: headings, paragraphs, links, images, lists, and tables. And it will do this while teaching you the proper and accessible way to create content on a website.

HTML code is offered in the presentation, but you can ignore it and just focus on the concepts your first time through it.

Publishing

I have a homepage for this website, but after publishing (and waiting a while), I still don't see it when I type in the correct web address.

Homepages for any folder within your website must have the System Name of "index". index is the default page when you type in a web address like http://www.tarleton.edu.  Behind the scenes, it really means http://www.tarleton.edu/index.html.

Do not include ".html" or ".htm" in the System Name of a page in the CMS.  The CMS takes care of file extensions during the publishing process.

Note: You may notice file names in your file explorer that go by "1 column page" or "1x1".  These need to be renamed to abide by the System Name naming conventions. Check out the topic Edit Content below for further information.

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I made the changes to the page, but the website doesn't show any of my changes.

Make sure you publish first before you check to see your changes on the live site.

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I clicked on Publish, but when I checked the website, the changes are still not there.

Give the CMS some time to go through the Publishing Queue.  If you are concerned where your items are on the queue, go to the "whirlpool" icon Cascade Server icon that looks like a whirlpool. and select Publisher then Active Jobs.

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How do I see the Publishing Queue any time I click Publish and Submit?

This is an option in your settings, under My Settings. The menu below is on the top right of the screen in Cascade.

Select My Settings

Make sure "Go to publish status page" is checked:

After publishing assets, go to publish status page.

Website Navigation

Can I change the links on the top of the page?

Website Header

Links located in the Tarleton State University logo area are part of the common layout for all web pages on the site.  As these are global, this area is not editable.

How do I put links on the Left Navigation?

Inline Metadata with Include in Left Navigation option

The CMS helps you dynamically created links on the Left Navigation. 

Each page has an option to be included in the Left Navigation. 

External link objects within the main folder of your site are automatically a part of your navigation. 



Left Navigation versus the folder hierarchy

A folder with pages or external link objects can also be included in the navigation. 

This in turn creates a sub level of links on the Left Navigation. You can also order the links on the Left Navigation by viewing its folder.

The Display Name is what appears in the Left Navigation. If you do not see this option while editing, click the Metadata tab (second row under Edit) to find Display Name.

You can edit the Display Name of the following objects:

  • Pages
  • Folders
  • External Links
How do I reorder my Left Navigation?

If Web Services gave you dynamic left navigation, where you can create new pages and see them automatically appear in your left navigation, then you can reorder the "links" on the folder containing those "links".

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Links: External versus Internal

What is the difference between "external" and "internal"?
The difference depends on where the page or file is located. If this is something you have added inside Cascade, then you will be linking to something Internal. If this is something outside of Cascade, like a website or email address, then you will be linking to something External.

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What do I type in an "external" link?

Typically, you should be copying and pasting a page you see on a browser into this field in Cascade, however, at times you'll need to type things out:

  • Email, in particular, requires you to start off with a specific URI scheme: mailto:
  • Content that Web Services has made secure for you should not be linked to directly from Cascade but should use the URI scheme: https://
Link Types (URI Schemes)
Scheme Purpose Example
file Typically used to access files on an internal server; would require user to have VPN access file://[host]/path
file://storageserver/public/filename.doc
ftp File Transfer Protocol used for uploading files to a website account ftp://[username]@[host]
ftp://jtarleton@www.tarleton.edu
http Hypertext Transfer Protocol used for normal website viewing (public sites) http://[host]
http://www.tarleton.edu
https Hypertext Transfer Protocol Secure used for private website viewing requiring authentication https://[host]
https://www.tarleton.edu
mailto Email addresses; opens programs such as Outlook mailto:[username]@[host]
mailto:jtarleton@tarleton.edu
tel Telephone numbers, opens phone applications on smart phones tel:[phonenumber]
tel:+1-254-968-9000

Adding/Editing Content

How do I upload a file to my site?

Cascade Server is kind of like a draft site. You can make edits, add content, and preview most of it within Cascade, and then you can publish it all to the live website. So there's basically three steps: 1) upload the file, 2) link to the file, and 3) publish the file.

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I made an update/correction to a file. How do I replace the old file I have in Cascade?

Thankfully, if you already had the old file linked on a number of pages, you won't lose that link when you use this method for updating your files. It really is two steps: 1) update the file and 2) publish the file.

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Oops. I have a page or file in the wrong place. How do I move them?

Thankfully, if you already had the page or file linked on some pages, you won't lose that link when you use this method for moving your files. You will need to publish your entire website to make sure everything is still linked, though.

Note: You can move pages, files, folders - pretty much anything you see in Cascade to better organize your website using the tutorial below.

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How do I link to a page or file?
That all depends on where the page or file is located. If this is something you have added inside Cascade, then you will be linking to something Internal. If this is something outside of Cascade, like a website or email address, then you will be linking to something External.

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What is the difference: Display Name, System Name, and Title?
Name Use Example Location
Display Name Name seen on the Left Navigation of a web page Registrar Home
  • Under Content as Inline Metadata OR
  • Under Metadata
System Name Name seen in the web address
(see the what is allowed in the System Name in the question below)
http://www.tarleton.edu/registrar/index.html
  • Under System
Title Name seen in the Title Bar of the Internet Browser Registrar – Tarleton State University
  • Under Content as Inline Metadata OR
  • Under Metadata
It's giving me an error about the name of a file. What is allowed in the System Name?
File Type (s)
Use Good Example Bad Example
Pages, Folders, &  Files
Do not include spaces or special characters
(i.e., !@#$%^&*()[]+=,<>?/\|~{})
  • page_name
  • name-of-page
  • page1
  • index
  • dept
  • mission
  • page name
  • name%20of%20page
  • page[1]
  • page(1)
  • Department's_Pages
  • Mission_Updated-January 29, 2009
Files  
Must include file extension (i.e., doc, pdf)
  • mydog.jpg
  • mydog
Pages
Do not include file extension (this is done for you)
  • index
  • index.html
External Links 
Can use spaces, but keep “phrases” short
  • College for all Texans
  • College for all Texans: Updated on January 29, 2009

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I made a major mistake on a page. How do I take it back to a previous version?

When you make a change to an asset and submit it, the Cascade Server automatically saves the previous version, so you can check out about 20 versions of pages and files within Cascade.

  1. Select the page or file that needs to be fixed.
  2. Then click on More, and then Versions.
  3. Once there, you will see a list of versions for that particular file, including who made the changes and any comments. The check icon denotes the current active version. If you click on a version below the active version, you will see a list of options allowing you to navigate through the history. You can also compare the version you selected with the current active one to see what changes were made.
  4. Once you determine which version you want to replace, click on Activate.

Note: You have not deleted the previous active version. That version is now a part of the same history of the asset. However, if you wish to remove it, select that version and delete it.

I need to replace a page on my website, same name but different template. How do I do that?

Let's consider the scenario of changing a 1 column page called "essentials" into a 2 column page called "essentials".

  1. Click on the folder "essentials" is located in.
  2. Go to New --> [Your Department] --> 2 column page.
  3. If you know any of your content right now, you can add it during this Create Page process, but make sure to go to System Name next.
  4. Change the System Name to "essentials_new".
  5. If you still need the "essentials" page to copy and paste content into the "essentials_new" page, get that now and then go to Move/Rename on the "essentials" page.
  6. In Move/Rename, change the System Name to "essentials_DEL".
  7. Click Edit, then System for "essentials_DEL".
  8. In System, take the check off both the Publish and Index check boxes. This assures that (a) your old page does not publish and (b) your old page is not included in your Left Navigation.
  9. Go back to the "essentials_new" page and click Move/Rename.
  10. In Move/Rename, change the System Name to "essentials".

You can now publish your site as normal.

Using the WYSIWYG

What is the WYSIWYG?

What You See Is What You Get (WYSIWYG) Editor

It's more like a WYSIWIGA (What You See Is What You Get... Almost).  It shows you most of what you'll see on the actual website when it is published, however, not everything shows up properly in this component.  You'll need to View and Preview the page before accepting that your webpage looks just the way you want it.

WYSIWIG has many of the properties of your typical word processor and functions just about the same way.  You can spell check, find and replace, and format your content (images, text, tables, and lists).

There are certain things you currently cannot work with, but Web Services will help you with those items.  Just let us know what you need! Typical issues include, but are not limited to:

  • Organizing complex bulleted or ordered lists
  • Creating forms
  • Embedding slideshows or other code snippets requiring HTML access
What are these styles for: pdfdoc, htmldoc, etc.?

Often times, we include on our pages a little asterisk (*) and a note at the bottom that this particular file is a such-and-such file and you can view it view a certain free downloadable program.  We've cut down on the verbiage by 

  1. Placing the file name in an unordered list.
  2. Selecting the list item ("li" in the path).
  3. Then selecting the Style representing the file type:
  • htmldoc - Webpage
  • pdfdoc - Adobe Acrobat PDF file
  • exceldoc - Microsoft Excel file
  • worddoc - Microsoft Word file
  • tamuspage - Texas A&M University System page
  • swfdoc - Adobe Flash document (page that is strictly a slideshow or video)
  • pptdoc - Microsoft PowerPoint Presentation file
What colors beyond purple can we use in Cascade?

These styles are available for your use, however, use styles with moderation.

red

Tarleton State University

positive

Tarleton State University

cranberry

Tarleton State University

apricot

Tarleton State University

melon

Tarleton State University

bluebonnet

Tarleton State University

required

Tarleton State University

warning

Tarleton State University

caution

Tarleton State University

quote

Tarleton State University

instructions

Tarleton State University

information

Tarleton State University

What do these other styles in the Styles list do?
Other Styles
Style Name Result
noborder Takes the grey border off the table.
alluppercase Takes normal text and uppercases it.
lower Takes normal text and lower cases it.
list2column Makes a list appear across two columns.
list3column Makes a list appear across three columns.
list2column-no-bullets Makes a list appear across two columns without the bullets showing.
list3column-no-bullets Makes a list appear across three columns without the bullets showing.

Creating Pages

What are the page templates?

Web Services has created a number of templates for use on your websites.  Keep in mind that content areas can contain anything (i.e. text, images, slideshows).

Sample Pages

General Pages
Extra Pages
  • FAQs with Categories
    (Frequently Asked Questions that need to be organized in categories)
  • FAQs
    (Frequently Asked Questions are specific to a subject)
How do I add a page?
  1. Click on the folder "[Your Department]" or any folder within it where you want the page located.
  2. Go to New --> [Your Department] --> [pick a page template (i.e. 2 column page)].
  3. If you know any of your content right now, you can add it during this Create Page process, but make sure to go to System Name next.
  4. Change the System Name to something meaningful but without spaces or special characters. You can use "-" or "_" in place of spaces.