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Microsoft SharePoint Portal Server Integration

Managing Ektron CMS400.NET Web Parts

Ektron created Web Parts for all display functions in Ektron CMS400.NET, as well as two others. The following table lists each Web Part and its functionality.
Web Part
Displays
More Information
Approvals
A list of content blocks awaiting approval by the logged in Ektron CMS400.NET user.
Calendar
A calendar created for the Ektron CMS400.NET Web site.
Collection
A collection, as well as its display function, for a collection created in the Ektron CMS400.NET Web site.
Content
A content block created for the Ektron CMS400.NET Web site.
Form
A form content block created for the Ektron CMS400.NET Web site.
Summary List
A summary list for a specified content folder in the Ektron CMS400.NET Web site.
Login
A login button which allows users to log in, and be authorized, by the Ektron CMS400.NET Web site.
Profile
Configurable profile settings for the logged in Ektron CMS400.NET user.
Search
Ektron CMS400.NET Web site search box and search results.

Approvals Web Part

When logged into Ektron CMS400.NET via Microsoft SharePoint Portal Server, the approvals Web page displays a list of content blocks awaiting your approval.

Note

See Login Web Part for additional information.

Here is an example of the approvals Web Part displayed in SharePoint Server.

The approvals Web Part is identical to the approvals report page within the Ektron CMS400.NET Workarea.

Approvals Web Part Settings

The Approvals Web Part includes no additional settings.

Approving Content via SharePoint

After viewing approvals, you can approve any content block as you would in the Ektron CMS400.NET Web site.

Calendar Web Part

The calendar Web Part displays an event calendar created within the Ektron CMS400.NET Web site. Here is an example of a calendar Web Part displayed in the SharePoint Portal Server.

In addition to displaying the event calendar, if you are logged into the Ektron CMS400.NET Web site via SharePoint Portal Server, you can add and manage calendar events (assuming you have permissions to do so).

Note

See Login Web Part for information about adding a login Web Part and logging into the Ektron CMS400.NET Web site via SharePoint Server.

Calendar Web Part Settings

The calendar Web Part can be configured to display any event calendar from your Ektron CMS400.NET Web site. To configure the calendar Web Part, follow these steps.

  1. Access the Modify Shared Web Part area for the calendar Web Part, as described in Modifying Web Parts.
  2. Minimize the Appearance Settings, and expand the 400 Calendar settings.
  3. The Calendar Web Part Settings page is displayed.
  4. Change the value in the CalendarID field to the ID number of the event calendar you want to be displayed.
  5. Click Apply for the changes to take effect without closing the menu.
  6. The screen is refreshed with the updated calendar displayed.
  7. Make additional changes to the Calendar Web Part. Or, click OK to close the Modify Web Part area.

Clicking OK returns you to the Edit Page view.

Managing Calendars and Calendar Events

When you are logged into the Ektron CMS400.NET Web site via SharePoint Server, you can manage your calendars and calendar events. Actions that you can perform from the SharePoint server include

as well as other actions.

Collection Web Part

The collection Web Part displays a collection that has been created in your Ektron CMS400.NET Web site. Here is an example of a collection Web Part displayed in the SharePoint Portal Server.

In addition to displaying the collection in the portal, if you are logged into the Ektron CMS400.NET Web site via SharePoint, you can perform all actions related to collections.

Note

See Login Web Part for information about adding a login Web Part and logging into the Ektron CMS400.NET Web site via SharePoint Server.

Collection Web Part Settings

After a collection Web Part is added to the portal, you may configure it to display any collection on your Web site, as well as specify the display function you want to apply to it. To configure the collection Web Part, follow these steps.

  1. Access the Modify Shared Web Part area for the collection Web Part as described in Modifying Web Parts.
  2. Minimize the Appearance Settings, and expand the 400 Content settings.
  3. The Collection Web Part Settings information is displayed.
  4. Make the necessary changes to the available fields using the following table as a reference.
    Field
    Description
    CollectionID
    The ID of the collection you want to display in the portal.
    Collection Display Function
    The name of the display function you want to apply to the collection.

    Contact your Ektron CMS400.NET Web site developer for a list of available display functions.

  5. Click the Apply button for the changes to take effect.
  6. The screen is refreshed with the updated collection displayed.
  7. Make additional changes to the collection Web Part, or click the OK button to close the Modify Web Part area.

Clicking OK returns you to the Edit Page view.

Managing Ektron CMS400.NET Content

When logged into the Ektron CMS400.NET Web site via SharePoint, you may perform any action on the collection, assuming you have the proper permissions. Some collection-related actions you may perform include

To manage the Ektron CMS400.NET Web site collection within SharePoint, follow these steps.

  1. Log In to the Ektron CMS400.NET Web site via the Login Web Part (see Login Web Part for more information).

Note

If the collection Web Part is in a different zone than the login Web Part, it may be necessary to refresh the zone in which the content Web Part is located.

  1. The collection displayed by the collection Web Part is surrounded by a colored border.
  2. Perform actions by using the floating toolbar, or by clicking on the Workarea button to access the Ektron CMS400.NET Workarea.

As you can see, Microsoft SharePoint Portal Server can be your single location for managing Ektron CMS400.NET collections.

Content Web Part

The content Web Part is used to display any content block created in the Ektron CMS400.NET Web site. Here is an example of one displayed in the SharePoint Portal Server.

If you are logged into the Ektron CMS400.NET Web site via SharePoint server, you may also manage the content (see Managing Ektron CMS400.NET Content for more information).

Note

See Login Web Part for information about adding a login Web Part and logging into the Ektron CMS400.NET Web site via SharePoint Server.

Content Web Part Settings

The content Web Part can be configured to display any content block from your Ektron CMS400.NET Web site. To do so, follow these steps.

  1. Access the Modify Shared Web Part area for the content Web Part, as described in Modifying Web Parts.
  2. Minimize the Appearance Settings and expand the 400 Content settings.
  3. The Content Web Part Settings page is displayed.
  4. Change the value in the ContentID field to the ID number of the content block you want to be displayed.
  5. Click the Apply button for the changes to take effect.
  6. The screen is refreshed with the updated content displayed.
  7. Make additional changes to the Content Web Part, or click OK to close the Modify Web Part area.

Clicking OK returns you to the Edit Page view.

Managing Ektron CMS400.NET Content

As stated earlier, when logged into the Ektron CMS400.NET Web site via SharePoint, you may manage content displayed by the content Web Part (assuming you have permissions to do so within the Ektron CMS400.NET Web site).

Content-related actions you may perform include:

To manage the Ektron CMS400.NET Web site content within SharePoint, follow these steps.

  1. Log in to the Ektron CMS400.NET Web site via the Login Web Part (see Login Web Part for more information).

Note

If the content Web Part is in a different zone than the login Web Part, it may be necessary to refresh the zone the content Web Part is in.

  1. The content displayed by the content Web Part is surrounded by a colored border.
  2. Perform actions by using the floating toolbar, or by clicking the Workarea button to access your Ektron CMS400.NET Workarea.

As you can see, Microsoft SharePoint Portal Server can be your single location for managing Ektron CMS400.NET content.

Form Content Block Web Part

A form content block Web Part is used to display an Ektron CMS400.NET form content block.

Here is an example of a form content block being displayed in SharePoint as a Web Part.

If you are logged into the Ektron CMS400.NET Web site via SharePoint server, you may also manage the form content (see Managing Ektron CMS400.NET Form Content for more information).

Note

See Login Web Part for information about adding a login Web Part and logging into the Ektron CMS400.NET Web site via SharePoint Server.

Form Content Web Part Settings

The form content Web Part can be configured to display any form content block from your Ektron CMS400.NET Web site. To configure one, follow these steps.

  1. Access the Modify Shared Web Part area for the form content Web Part, as described in Modifying Web Parts.
  2. Minimize the Appearance Settings, and expand the 400 Form Content settings
  3. The Form Content Web Part Settings information is displayed.
  4. In the Form Block ID field, enter the ID number of the form content block you want to display.
  5. Click the Apply button for the changes to take effect.

The screen is refreshed with the updated content displayed.

  1. Make additional changes to the Form Content Web Part, or click the OK button to close the Modify Web Part area.

Clicking OK returns you to the Edit Page view.

Managing Ektron CMS400.NET Form Content

When logged into the Ektron CMS400.NET Web site via SharePoint, you may manage form content displayed by the form content Web Part (assuming you have permissions to do so within Ektron CMS400.NET).

Some form content related actions that you may perform include

To manage the Ektron CMS400.NET Web site form content within SharePoint, follow these steps.

  1. Log in to the Ektron CMS400.NET Web site via the Login Web Part (see Login Web Part for more information).

Note

If the form content Web Part is in a different zone than the login Web Part, it may be necessary to refresh the zone that includes the form Web Part.

  1. The form content displayed by the form content Web Part is surrounded by a colored border.
  2. Perform actions by using the floating toolbar, or by clicking on the Workarea button to access your Ektron CMS400.NET Workarea.
Summary List Web Part

The summary list, or list summary, Web Part displays a list of summaries for some, or all, content blocks in a specified Ektron CMS400.NET content folder.

Here is an example of a summary list Web Part being displayed in the SharePoint Portal Server.

If you are logged into the Ektron CMS400.NET Web site via SharePoint Server, you can also manage the summary list (see Managing the Summary List for more information).

Note

See Login Web Part for information about adding a login Web Part and logging into the Ektron CMS400.NET Web site via SharePoint Server.

List Summary Web Part Settings

The list summary Web Part can be configured to fully customize the summary list. Several options are configurable including:

To configure the list summary Web Part, follow these steps.

  1. Access the Modify Shared Web Part area for the content Web Part, as described in Modifying Web Parts.
  2. Minimize the Appearance Settings, and expand the 400 ListSummary settings.
  3. The List Summary Web Part Settings screen is displayed.
  4. Make the necessary changes to the List Summary settings using the following table as a guide.
    Field
    Description
    Default
    Starting Folder
    Ektron CMS400.NET content folder from which the summary list begins to retrieve summary information.
    Examples: \Products\RC Cars or \ (root content folder)
    \
    Recursive
    Specifies whether the summary list includes information from the starting folder's subfolders.
    • No - summary list is not recursive
    • Yes - summary list is recursive
    No
    Show Summary
    Used to specify if the summaries for the content blocks in summary list are displayed.
    • No - summaries are not displayed
    • Yes - summaries are displayed
    No
    Style Information
    Insert an inline style that is applied to the hyperlinks generated by the summary list.
    Example: backgroundcolor:#cccccc; border:solid blue 1pt;

    Order By
    Choose how you want to order the summary list by.
    • Title - title of the content block
    • DateModified - date the content was last modified
    • DateCreated - date the content was created
    • AuthorFname - first name of the last editor
    • AuthorLname - last name of the last editor
    Title
    Order By Asc/Desc
    Choose how to sort the summary list.
    • Asc - ascending order (A >Z)
    • Desc - descending order (Z>A)
    Asc
    Show Info
    Additional information to display in the summary list.
    • None - no additional information
    • DateModified - date and time content was last modified
    • DateCreated - date and time content was created
    • AuthorFname - first name of the last editor
    • AuthorLname - last name of the last editor
    None
    Maximum Number
    Specify the maximum number of results you want to display.

    Note: Enter zero (0) to display unlimited, or all, results.

    0 (unlimited)
  5. Click the Apply button for the changes to take effect.
  6. The screen is refreshed with the updated summary list is displayed.
  7. Make additional changes to the List Summary Web Part, or click the OK button to close the Modify Web Part area.

Clicking OK returns you to the Edit Page view.

Managing the Summary List

When logged into the Ektron CMS400.NET Web site via SharePoint, you may manage the summary list displayed by the list summary Web Part. To do so, follow these steps.

  1. Log in to the Ektron CMS400.NET Web site via the Login Web Part (see Login Web Part for more information).

Note

If the summary list Web Part is in a different zone than the login Web Part, it may be necessary to refresh the summary list Web Part's zone.

  1. The summary list displayed by the summary list Web Part is surrounded by a colored border.
  2. Perform actions by using the floating toolbar, or by clicking the Workarea button to access the Ektron CMS400.NET Workarea.
Login Web Part

The Login Web Part displays a login button that lets users log in to the Ektron CMS400.NET Web site via SharePoint, and be authorized to work with Ektron CMS400.NET related content.

Here is an example of the login Web Part displayed in the SharePoint portal server.

In this example, the Logout, Workarea, and Preview buttons are displayed because we are currently logged in. If we were not logged in, only Login would appear.

Login Web Part Settings

The login Web Part includes no configurable settings.

Logging Into a Ektron CMS400.NET Web Site Via SharePoint Server

You can log in to your Ektron CMS400.NET Web site via SharePoint Portal Server and be authorized to manage content, as well as perform any other action. To log in to your Ektron CMS400.NET Web site via SharePoint Portal Server, follow these steps.

  1. Navigate to the SharePoint Zone that contains the Ektron CMS400.NET Login Web Part.
  2. Click the Login button.
  3. The Ektron CMS400.NET Login box appears.
  4. Enter a valid Ektron CMS400.NET username and password.
  5. Click the Login button.
  6. The username and password are sent to the Ektron CMS400.NET server. Upon successful authorization, you are logged in to Ektron CMS400.NET.

Note

Logging in via SharePoint does not refresh the entire screen. Instead, only the zone that includes the login Web Part appears to be logged into. Refresh each zone, or the entire screen, for the changes to take effect.

Profile Web Part

Every user of an Ektron CMS400.NET Web site has access to their user profile, which allows them to view and modify information about themselves. When logged into Ektron CMS400.NET via SharePoint, each user can access his profile information.

Note

See Login Web Part for additional information about logging in.

Here is the profile Web Part displayed in the SharePoint portal server, logged in as the user John Edit.

Although you cannot modify the profile Web Part, you can update your Ektron CMS400.NET user profile information (see Editing Profile Information for additional information).

Profile Web Part Settings

The profile Web Part includes no configurable settings.

Editing Profile Information

All Ektron CMS400.NET users can update their profile information directly from SharePoint. To update Ektron CMS400.NET profile information, follow these steps.

Note

Before updating profile information, you must be logged in to your Ektron CMS400.NET Web site via SharePoint. See Logging Into a Ektron CMS400.NET Web Site Via SharePoint Server for more information.

  1. Access the SharePoint portal page that contains the Ektron CMS400.NET profile Web Part.
  2. Click the Edit button ( ).
  3. The Edit User Information screen is displayed.
  4. Change your user information.
  5. Click the Update button ( ) to save the changes.
  6. The Web Part is refreshed, and the view user information screen is displayed with the updated information.
Search Web Part

The search Web Part lets you insert a search text box and search button that search your Ektron CMS400.NET Web site from SharePoint.

Here is an example of a search Web Part inserted into a SharePoint portal server screen.

When visitors to the SharePoint portal page access this search Web Part, they can perform a search on your Ektron CMS400.NET Web site.

Search Web Part Settings

You can configure the search Web Part to fully customize how the search is displayed in the portal, as well as the search's functionality. Several options are configurable, including:

To configure the search Web Part, follow these steps.

  1. Access the Modify Shared Web Part area for the content Web Part, as described in Modifying Web Parts.
  2. Minimize the Appearance Settings and expand the 400 Search settings.
  3. The Search Web Part Settings screen is displayed.
  4. Make the necessary changes to the search settings using the following table as a guide.
    Field
    Description
    Default
    Starting Folder
    Ektron CMS400.NET content folder where the search begins to retrieve results from.
    Example: \Products\RC Cars or \ (root content folder)
    \
    Recursive
    Specifies whether the search looks through the starting folder and its subfolders or the starting folder only
    • No - search only the starting folder
    • Yes - search starting folder and its subfolders
    No
    Target Page
    The Web page that displays the search results.
    search-display.aspx
    Text Box Size
    The size of the search text box when displayed.
    25
    Maximum Characters
    The maximum number of characters the search text box accepts.
    200
    Button Text
    The text displayed on the search button.
    Search
    Font Face
    The font style of the search box options.
    Verdana
    Font Color
    The font color of the search box options.
    #808080
    Font Size
    The font size of the search box options.
    2
    Horizontal
    The orientation of the search text box and options.
    • No - search options align vertically
    • Yes - search options align horizontally
    No
    Return: Maximum Results
    Determines the maximum number of search results displayed.

    Note: Enter zero (0) to display unlimited, or all, results.

    0
    Return: Style Info
    An inline style applied to search result hyperlinks.
    For example: backgroundcolor:#cccccc; border:solid blue 1pt;

    Return: Show Date
    Specify whether the search results will display the date and time they were last edited.
    No
  5. Click the Apply button.
  6. The screen is refreshed, and the updated search Web Part is displayed.
  7. Make additional changes to the search Web Part, or click the OK button to close the Modify Web Part area.

Clicking OK returns you to the Edit Page view.

Performing a Search

When the search Web Part is inserted into your SharePoint Portal page, you can perform a search. To do so, follow these steps:

  1. Access the SharePoint portal page that contains the Ektron CMS400.NET search Web Part.
  2. Enter search criteria in the search text box.
  3. Click Search.
  4. The search is performed, and all content blocks in your Ektron CMS400.NET Web site that match the criteria appear.

Ektron(R) CMS400 Online Help - Release 5.0, revision 3 Copyright 2005 Ektron(R), Inc. All rights reserved. www.ektron.com

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