Applied Administration: Site Configuration in Ingeniux CMS 10.3

Learn how to prepare the CMS for end users and content authors by getting content prepped, creating groups and permissions, setting up security, building workflows, configuring authoring controls, and more.

Each lesson builds on work done in the previous video until we are finally prepared to add and train users in the CMS. 

Part One: Organizing Your Content in Preparation for Administration

Set up the Site, Assets, and Taxonomy trees in anticipation of security settings and page creation rules, as well as to provide our users with a guide to good organizational paradigms.

Part Two: Creating and Applying Groups: Permissions

Here we set up permissions groups for our end users in accordance with our best practices approach of separate groups for permissions, security, and workflow.

Part Three: Creating and Applying Groups: Security

Here we set up security groups for our end users in accordance with our best practices approach of separate groups for permissions, security, and workflow. We then apply those groups to the trees we prepared in episode one.

Part Four: Creating and Applying Groups: Workflow

In this episode we create our workflows and workflow groups to control the flow of content through our CMS. We set up separate workflows for pages, components, and assets.

Part Five: Setting Page Creation Rules (PCRs)

Page Creation Rules are created and applied to our site tree to control the creation of new pages and components and ensure that our anticpated information architecture is adhered to and users can create the new content types they need.

Part Six: Configuring Asset Creation Parameters

Asset schema rules are applied to control the types of assets users can upload, how large they can be, how many versions we keep in history, and into which workflow they will be placed.

Part Seven: Setting System Options for a New Site

To match user permissions and prevent issues in our implementation, we configure system options to control how the CMS works, especially configuring our right-click context menus on the site and assets trees.

Part Eight: Configuring TinyMCE Controls by Group

The TinyMCE (WYSIWYG) menu controls can be configured on a group-by-group basis, so here we take advantage of that to use groups to remove menu controls that we don't want users to have access to, such as removing placement of h1 markup in the field.

Part Nine: Creating and Grouping Users

Here we create a test user and use them to work through testing our configurations from previous episodes. We build up from testing security, permissions, workflow, and menu configurations.

Part Ten: Scheduling Content Maintenance Reports

Finally, we set in place two new reports that are helpful for the process of building out a site implementation in the CMS in anticipation of our users needing a fuller grasp of what is coming in and going out of the CMS. We set in place a schedule of emails so our users are notified weekly about their content progress.