Nimbus User Guide

Nimbus User Guide
Melia Technologies, Ltd. Version 4.0
Copyright Melia Technologies, Ltd. All rights reserved. No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any language in any form by any means without the written permission of Melia Technologies, Ltd. Your license agreement with Melia Technologies, Ltd., which is included with the product, specifies the permitted and prohibited uses of the product. Any unauthorized duplication or use of this software, in whole or in part, in print, or in any other storage and retrieval system is forbidden. Melia, Nimbus and the Nimbus logo are trademarks or registered trademarks of Melia Technologies, Ltd. in the United States and other countries. All other product and company names mentioned herein may be trademarks or trade names of their respective owners. All third-party software and/or code are the property of their respective owners. The right to copyright and trademark this software has been granted. See your Nimbus license agreement for additional information. Information in this document is subject to change without notice and does not represent a commitment on the part of Melia Technologies, Ltd. Unless otherwise noted, all companies, products, street addresses, and persons contained herein are purely fictitious. Mention of third-party companies and products is for informational purposes only and does not constitute an endorsement. Melia Technologies, Ltd. assumes no responsibility with regard to the selection, performance, or use of these products. All understandings, agreements or warranties, if any, take place directly between the vendor and prospective users. Melia Technologies, Ltd. 905 Bernina Ave. Atlanta, GA 30307 404-525-4840 (phone) 404-827-9238 (fax) info@nimbussoftware.com April 2008
Table of Contents
Chapter 1 About Nimbus .. Nimbus Support .. Getting Started ... Minimum Requirements .. Installation . Logging In/Out ... Dashboard .. Shortcuts . Dashboard Reports ... Global Actions .. Search Records ... Import Records ... Export Records .... Mass Maintenance .. Reports .... Manage Categories ... Manage Regions .. Content Management System . The Basics .. Creating a Page Opening a Page Check Out/In . Text ... Tables ... Images . Links .. Media Files . Check Spelling .. Staging . Site Navigation . RSS Feeds .. View Pages . Edit Page Properties .... Find and Replace ... Inject Content ..... Import Document ..... Contacts .. New Contact .. 1 1 2 2 2 4 5 6 6 14 14 20 23 23 25 31 34 37 37 39 41 42 43 48 56 58 61 63 65 66 70 72 73 78 79 81 83 84
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
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Edit Contact Manage Demographics Chapter 7 Security Single User Mode New Security Role .. Edit Security Role ... New Secure User ... Edit Secure User . E-Mail Marketing . New Recipient Group ... Edit Recipient Group .... Send Newsletter .. Online Commerce .. New Product .... Edit Product ..... New Order .... Edit Order ..... Perform Transaction .... Digital Media Library .... Import Digital Media .... Edit Digital Media ...... Companies .... New Company ..... Edit Company ........ Event Marketing .. New Event ..... Edit Event ........
91 92 94 94 95 97 98 101 102 102 106 106 111 112 118 119 125 126 129 130 133 134 135 142 143 144 148
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
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1
About Nimbus
Nimbus is a software solution that provides the necessary services to efficiently and effectively manage everyday business activities and marketing demands. Nimbus distributes primary business tasks into a suite of easy-to-use modules that collectively work together to provide a highly intelligent system, thus empowering the end user. Nimbus is comprised of the following modules: Content Management System (CMS) Customer Relationship Management (CRM) E-Mail Marketing (Rainmaker) Online Commerce (Tradewinds) Event Marketing (Forecaster) Security Management Digital Media Library Company Management
One of the main features of Nimbus is that it uses Smart Client technology. A Smart Client is an application that is installed on your computer like any other program but receives its information on-the-fly via the internet. This is different from traditional Content Management Systems that require an internet browser, such as Internet Explorer, to run the application. The main goal for a web-based CMS application is to provide a central location for end users to access and modify the same data. The Nimbus Smart Client makes use of this convenience without the dependency of a web browser.
Nimbus Support
Melia Technologies offers telephone and e-mail support for Nimbus support plan holders: Telephone: 404-525-4840 E-mail: support@nimbussoftware.com Hours: Mon-Fri 10AM-6:30PM EST (excluding holidays)
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2
Getting Started
Before moving forward, you must install Nimbus on your machine. The next sections describe how to install Nimbus and login for the first time.
Minimum Requirements
Operating System: Microsoft Windows XP/Vista CPU: 1.5 GHz RAM: 256 MB Microsoft .NET Framework 2.0 or higher must be installed. Click here to download.
Installation
1. Navigate a web browser to your local install page (ex. http://www.yourdomain.com/client/publish.htm). The Nimbus Install page is displayed:
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2. Click Install. The Nimbus Install dialog is displayed:
3. Click Install. The Nimbus Download dialog is displayed:
4. Once download is complete the Nimbus Login dialog is displayed:
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Logging In
1. To run Nimbus in the future click StartAll ProgramsMelia TechnologiesNimbus Enterprise Marketing Suite. The Nimbus Login dialog is displayed:
NOTE: If you start Nimbus and the Install dialog displays, an update has been released. Click Install to download the new update. It is not recommended to click Skip as you will miss out on important updates.
2. Enter your user name and password and click OK. If the login credentials are correct Nimbus will start automatically. If you have forgotten your user name and/or password, click Forgot password to have it e-mailed to you.
Logging Out
1. Click FileLog out. The Log out dialog is displayed:
2. Click Yes.
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3
Dashboard
The Nimbus Dashboard provides a central location to perform all of your most frequent operations. Open the Content Management System (CMS) editor, send a newsletter or add a contact, all with a single click. In addition, custom reports can be utilized to provide a birds-eye view of important numbers.
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Shortcuts
Custom shortcuts allow you to perform common actions with a single click. Customize The Dashboard: 1. From the Dashboard tab, click Customize. The Customize Dashboard dialog is displayed:
2. Select the desired actions and click OK.
Dashboard Reports
Dashboard reports allow users to easily view critical data as soon as they log in. Reports can be displayed as a list, column chart, line chart or pie chart. From the dashboard you can create new custom reports and add existing reports to the My Reports section. Create a Dashboard Report: 1. From the Dashboard tab, click Add Report. The Select Filters dialog is displayed:
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2. Click New
. The Custom Report Wizard is displayed:
3. Click Next. The General Info dialog is displayed:
4. Enter the report name and select the subject and presentation type (all fields are
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required). NOTE: Subject refers to the module within Nimbus that you will be working with and Presentation Type determines how the data will be displayed. 5. Click Next. The Display Summary dialog is displayed:
6. Add/Remove Display Criteria: a. To add display criteria: i. Click Add Field . The Field Selector dialog is displayed:
ii. Select desired fields and click OK. b. To remove a field, select it in the Display Summary grid and click Remove Field . 7. Click Next. The Restrictions Summary dialog is displayed:
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NOTE: Restriction criteria are used to narrow results. For example, entering Company Name Like Test will only display companies with the word Test in the name.
8. Add/Remove Restrictions: a. To add a restriction: i. Click Add Restriction displayed:
. The Filter Expression Builder dialog is
ii. Enter the restriction criteria and click OK. b. To remove a restriction, select it in the Restrictions Summary grid and click Remove Restriction . c. To add an association restriction (optional): i. Click Associate Restriction . The Association Selector dialog is displayed:
NOTE: Associations are used when you want to associate two modules with one another.
ii. Select the appropriate association and click OK.
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9. Click Next. The Sorting Summary dialog is displayed:
10. Add/Remove Sorting: a. To specify sorting in the report: i. Click Add Sort Field . The Field Selector dialog is displayed:
ii. Select the field to sort by and click OK. b. To remove a sort field, select it in the Sorting Summary grid and click Remove Sort Field . c. To modify the sorting order of a field, select it in the Sorting Summary grid and click Change Sort Direction .
NOTE: This will change the sorting order between ascending and descending.
11. Click Finish. 12. If so desired, select the newly created report in the Select Filters dialog and click OK to add it to the dashboard.
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Add a Dashboard Report: 1. From the Dashboard tab, click Add Report. The Select Filters dialog is displayed:
2. Select the desired report and click OK. Edit a Dashboard Report: 1. From the Dashboard tab, select the desired report and click Edit Dashboard Report The Dashboard Report Wizard is displayed: .
2. Make the necessary changes and click Finish. Export a Dashboard Report: 1. From the Dashboard tab, select the desired report and click Save Data to File 2. Enter a filename, select CSV or XML for file type and click Save. .
Delete a Dashboard Report: 1. From the Dashboard tab, select the desired report and click Delete Report Delete Dashboard Report is displayed: . The
2. Click Yes. Manage All Reports 1. From the Dashboard tab, select ToolsManage Reports. The All Reports tab is displayed:
2. To edit a report: a. Select the desired report and click Open Detail displayed: . The Report Wizard dialog is
b. Make the necessary changes and click Finish. 3. To delete a report: Nimbus User Guide 12
a. Select the desired report and click Delete displayed:
. The Delete Report dialog is
b. Click Yes.
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Global Actions
While Nimbus has actions that are only implemented in specific modules, there are additional actions that can be used throughout Nimbus; these are called global actions. The following section covers actions that are available in most (if not all) modules.
Search Records
The more records are created, the harder it becomes to locate a desired record quickly. Luckily, Nimbus has built-in search functionality to help you find the record you want now. Search Records is supported in all Nimbus modules. Pages (located within the Content Management module) will be used as an example. Basic Search The search functionality at the top of the Page list tab provides the user with a way to search by a single field. This allows you to construct basic searches very quickly. Lets say, for example, that you wanted to search for pages with the filename test.html. You would perform the following steps:
1. From the Content Management module, click the Show Pages filter link. The Page list tab is displayed:
2. Select Page path in the search drop-down menu, enter test.html in the search field and click Search :
3. The search results are displayed in the Page list grid. Advanced Search Advanced Search is used when you want to perform a more complicated search query. Advanced searches can also be saved as a shortcut on the navigation panel for later use. To perform an advanced search:
1. From the Page list tab, click Advanced Search displayed:
. The Advanced Search Wizard is
2. Click Next. The Display Summary window is displayed:
3. Add/Remove Display Criteria: a. To add a field:
i. Click Add Field
. The Field Selector dialog is displayed:
ii. Select desired fields to display and click OK. b. To remove a field, select it in the Display Summary grid and click Remove Field . 4. Click Next. The Restrictions Summary dialog is displayed:
NOTE: Restriction criteria are used to narrow results. For example, entering Title Like Test will only display pages with the word Test in the title.
5. Add/Remove Restrictions: a. To add a restriction:
i. Click Add Restriction displayed:
. The Filter Expression Builder dialog is
ii. Enter the restriction criteria and click OK. b. To remove a restriction, select it in the Restrictions Summary grid and click Remove Restriction . 6. To add an association restriction (optional), click Associate Restriction Association Selector dialog is displayed: . The
7. Select the appropriate association and click OK. 8. Click Next. The Sorting Summary dialog is displayed:
9. Add/Remove Sorting: a. To specify sorting in the report:
i. Click Add Sort Field
. The Field Selector dialog is displayed:
ii. Select the field to sort by and click OK. b. To remove a sort field, select it in the Sorting Summary grid and click Remove Sort Field . c. To modify the sorting order of a field, select it in the Sorting Summary grid and click Change Sort Direction . 10. Click Next. The Name Custom Report dialog is displayed:
11. Select the Save search for future use checkbox and enter a report name (optional). 12. Click Finish. 13. If the report was saved, you may select it from the Report drop-down selector in the Page list tab:
Import Records
Nimbus makes it easy to import records from Microsoft Excel, CSV and TXT files. Import Records is supported in the following Nimbus modules: Contacts, Companies, Security (Secure Users), Online Commerce (Products) and Event Marketing. The Contacts module will be used as an example. 1. From the Users tab in the Contacts module, click Import Data or select ToolsImport Data from the top menu. The Import Contacts dialog is displayed:
2. Click Select Source. Select a file and click Open. The Import Contacts dialog is populated with contact data:
3. Using the pull-down menu, map destination fields to their respective source fields. 4. Field value maps are used when a source field contains multiple values. Using a field value map allows the user to determine which source values are mapped to which destination values. Map field values (if necessary): a. Click Field Value Map. The Field Value Map dialog is displayed:
b. Make your field value mapping selections and click OK. 5. Global association allows the user to map all imported entries to a single record. Add Global Association (if desired):
a. Click Global Associations. The Global Associations dialog is displayed:
b. To add an association: i. Click Add Association and select the module you would like to associate with. The Module Entry Selector is displayed:
ii. Select the desired entry and click OK. c. To remove a global association, select it in the Global Associations grid and click Remove Association . 6. Click Import. The Import Completed dialog is displayed:
7. Click OK. 8. Click Refresh to view the imported contacts in the Users tab.
Export Records
Nimbus gives you the ability to export all record information from a list grid or saved report to a CSV or XML file for use outside of Nimbus. Export Records is supported in all Nimbus modules. Pages (located within the Content Management module) will be used as an example. 1. From the Page list tab, click Export Data or select ToolsExport Data from the top menu. The Export Data dialog is displayed:
2. Select the data to export (current view or a saved report). NOTE: If you choose Nimbus Report, make sure to pick the report with the report
selector button.
3. Click Export. Enter a filename, select CSV or XML for the file type and click Save.
Mass Maintenance
As time goes on, many things change and data is no exception. Mass Maintenance makes it easy to update data in multiple places at the same time. For instance, say your company changes its fax number. With Mass Maintenance, you can update this change in every employee record with a few clicks. But what if you only need to update certain records? Use the restrictions section to specify which records are updated and which are not. Mass Maintenance is supported in the following Nimbus modules: Content Management, Contacts, Companies, Security (Secure Users), E-Mail Marketing, Online Commerce, Digital Media Library and Event Marketing. The Contacts module will be used as an example. 1. From the Contacts module, select ToolsMass Maintenance. The Mass Maintenance dialog is displayed:
2. Select the desired field to be updated and enter the new value. 3. If you only want to update specific records then make sure to specify restrictions (optional): a. Select Specify restrictions radio button. b. To add a restriction: i. Click Add Restriction displayed: . The Filter Expression Builder dialog is
ii. Enter the restriction criteria and click OK. c. To remove a restriction, select it in the Restrictions Summary grid and click Remove Restriction . d. To add an association restriction: i. Click Associate Restriction displayed: . The Association Selector dialog is
ii. Select the appropriate association and click OK. 4. Click OK. The Mass Update Complete dialog is displayed:
5. Click OK.
Reports
While list grids display all records using the most common fields, there will be times when you need to filter results and add/remove fields. Reports are used when customized record information is desired. Reports are supported in all Nimbus modules. Pages (located within the Content Management module) will be used as an example. Create Page Report 1. From the Page list tab, click Create Custom Report dialog is displayed: . The Custom Report Wizard
3. Enter the report name (required). NOTE: Subject and Presentation Type can only be modified in dashboard reports.
4. Click Next. The Display Summary dialog is displayed:
5. Add/Remove display criteria: a. To add a field: i. Click Add Field . The Field Selector dialog is displayed:
ii. Select desired fields to display and click OK. b. To remove a field, select it in the Display Summary grid and click Remove Field .
6. Click Next. The Restrictions Summary dialog is displayed:
NOTE: Restriction criteria are used to narrow results. For example, entering Title Like Test will only display pages with the word Test in the title.
7. Add/Remove restrictions: a. To add a restriction: i. Click Add Restriction displayed: . The Filter Expression Builder dialog is
ii. Enter the restriction criteria and click OK. b. To remove a restriction, select it in the Restrictions Summary grid and click Remove Restriction . c. To add an association restriction (optional): i. Click Associate Restriction displayed: . The Association Selector dialog is
ii. Select the appropriate association and click OK.
8. Click Next. The Sorting Summary dialog is displayed:
9. Add/Remove sorting: a. To specify sorting in the report: i. Click Add Sort Field . The Field Selector dialog is displayed:
ii. Select the field to sort by and click OK. b. To remove a sort field, select it in the Sorting Summary grid and click Remove Sort Field . c. To modify the sorting order of a field, select it in the Sorting Summary grid and click Change Sort Direction .
10. Click Finish.
View Page Report 1. From the Page list tab, select the report from the Reports drop-down menu:
Edit Page Report 1. From the Page list tab, select the report from the Reports drop-down menu:
2. Click Edit Report
. The Report Wizard dialog is displayed:
3. Make the necessary changes and click Finish. Add Page Report Shortcut For reports that are used on a regular basis, you can add a shortcut in the Reports section of the navigation bar.
1. From the Content Management module, click the Reports link in the navigation bar. The Select Filters dialog is displayed:
2. Select the desired report and click OK. Manage All Reports 1. From the Page list tab, select ToolsManage Reports. The All Reports tab is displayed:
2. To edit a report: a. Select the desired report and click Open Detail displayed: . The Report Wizard dialog is
b. Make the necessary changes and click Finish. 3. To delete a report: a. Select the desired report and click Delete displayed: . The Delete Report dialog is
b. Click Yes.
Manage Categories
Categories are used to help keep items organized. If multiple records dealt with hotel reservations, you would use a Hotel Reservation category to link them together. Each category can contain multiple attributes and each attribute can contain multiple attribute values. For example, say you are setting up an online reservation system for a hotel. You can create a page category called Room that stores all of the details about each room. Within Room you can create two attributes: one named Beds which stores the number of beds and another named Smoking which designates whether or not it is a smoking room. Within the Beds attribute you can create the attribute values Queen and King, and within the Smoking attribute you can create the attribute values Smoking and Non-smoking. Manage Categories is supported in the following Nimbus modules: Pages, Companies, Commerce (Products) and Event Marketing. Pages (located within the Content Management module) will be used as an example.
1. From the Content Management module, click the Manage Page Categories action link. The Manage Categories dialog is displayed:
2. Mange Page Categories: a. To add a page category: i. Right-click Page Categories and select AddCategory. The Page Category Detail dialog is displayed:
ii. Enter the Page category name and description. iii. Click OK. b. To add a page category attribute:
i. Right-click the desired page category and select AddAttribute. The New Field dialog is displayed:
ii. Enter the attribute name and description. iii. Select the field type and enter a default value (optional). iv. Select a display type. Always Display means the attribute will always show up regardless of the value, Always Hide will always hide the attribute from the end user and Display if not empty will only display the attribute if it contains a value. v. To add an attribute value: 1. Click Add Valid Value displayed: . The Valid Value Detail dialog is
2. Enter the attribute value code, description and long description. 3. Click OK. vi. To remove an attribute value, select it from the attribute values grid and click Remove Valid Value . vii. Click OK. c. To edit a page category/attribute:
i. Right-click the desired page category or attribute and select Open Detail. The Page Category/Attribute Detail dialog is displayed:
ii. Make your modifications and click OK. d. To remove a page category/attribute: i. Right-click the desired page category or attribute and select Delete. The Delete Confirmation dialog is displayed:
ii. Click Yes. 3. Click Close.
Manage Regions
When adding an address to a contact or company, you can specify one or more regions that are associated with the new address. Manage Regions is supported in the following Nimbus modules: Contacts and Companies. The Contacts module will be used as an example.
1. From the Contacts module, click the Manage Regions action link. The Manage Regions dialog is displayed:
2. Manage Regions: a. To add a region: i. Right-click Regions and select Create Region. The Create New Region dialog is displayed:
ii. Enter the region name and description. iii. Click OK. b. To edit a region: i. Right-click the desired region and select Open Detail. ii. Make your modifications and click OK. c. To remove a region:
i. Right-click the desired region and select Delete. The Delete Confirmation dialog is displayed:
ii. Click Yes. 3. Click Close.
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Content Management System
With the Nimbus Content Management System (CMS), you can administer your website like you never thought possible. Nimbus makes it easy to view, edit and update web pages without knowledge of HTML.
The Basics
From a built-in HTML editor for simple web page modification to the ability to create RSS feeds, Nimbus makes it easier to manage your website. Click the Content Management button on
the Nimbus navigation bar to display the Page Editor:
The Page Editor is comprised of the following parts: 1. CMS Dashboard The dashboard serves as the CMS homepage with quick links to commonly used items as well as detailed statistics. 2. Site Management Tree Web pages are listed in a tree-like directory structure so users can quickly access any file on the site.
3. Menu Bar Users have quick access to all features of the CMS through the menu bar. 4. Toolbar Users have quick access to some of the most common features of the CMS through the toolbar. 5. Editor Window Open web pages display in the editor window. What is HTML? Put most simply, HTML (Hyper Text Markup Language) is a set of instructions that tells a computer how to display a web page. The documents themselves are plain text files (ASCII) with special tags or codes that a web browser knows how to interpret and display on your screen. The great thing about Nimbus is that it will write HTML code for you! If you want to learn more about HTML programming, go to W3Cs HTML page. The W3C (World Wide Web Consortium) develops the specifications and guidelines for internet technologies. ADA Support The Americans with Disabilities Act (ADA) provides easier access to websites for the disabled. All pages created in Nimbus support a Text Only version that replaces images with their Alternate Text tag. Images will be discussed in detail later in this section.
NOTE: Media files are not supported.
Creating a Page
1. Click New . The New Page Wizard is displayed:
2. Click Next. The Page Title and Location dialog is displayed:
3. Enter a title and location for your web page. When viewing your page from a browser, the title will appear at the top of the window. You may type in the location and filename or click Browse to search for a location. Be sure to give your page a filename. The filename of an HTML document should always end in .html or .htm. Click Save.
4. Click Next. The Page Template dialog is displayed:
5. Choose a template. Click on the appropriate template for your document. 6. Click Next. The Page Metadata dialog is displayed:
7. Enter metadata associated with the page. Metadata is used by search engines to list your web page according to the information provided. For instance, if the page primarily deals with antique cars, then words pertaining to antique cars should be used.
8. Click Next. The Summary dialog is displayed:
9. Verify the information is correct. If it is not, click Back to return to a previous page and correct any errors. If everything is correct, click Finish.
Opening a Page
1. Locate the file to open in the Site Management bar:
2. Double-click on the filename and the document will open in the editing window.
Check Out/In
Before making changes to a page you must first check it out. This process keeps multiple users from editing the same page at the same time.
NOTE: In order to successfully check in a file, make sure to close the page before closing the Content Management tab.
Checking Out a Page Opening a page will automatically check it out. You can also check out a file through the following steps: 1. Locate the file to open in the Site Management bar:
2. Right-click the file and select Check Out:
Checking In a Page Closing a page will automatically check it in. You can also check in a file through the following steps:
1. Locate the file to open in the Site Management bar:
2. Right-click the file and select Check In:
Text
Nimbus CMS allows you to have complete control over the text in your web page. You may change the font, size, style, even the color of your text. There are several formatting options as well, including indenting text, numbered lists and bulleted lists. Inserting New Text It is extremely simple to add new text to a web page in Nimbus. 1. Make sure you are in Normal mode: 2. You will see a grey rectangular box which represents the main body of your web page. This is the area into which you can add text. 3. Click in the box and the blinking cursor will appear. 4. You may choose how to display your text by using the text editing buttons located at the top of the window:
Font Style and Font Name: Use these pull down menus to choose a font and style for the text: Font Size: Use this pull down menu to choose the size of the font: Bold/Italic/Underline: Click on one or all of these buttons to bold, italicize, or underline the text: Justify: Use one of these buttons to left/center/right justify the text: Numbered/Bulleted Lists: Use these buttons to create a numbered or bulleted list: Indent: Use these buttons to increase or decrease the indention of the text: Text Color: Use this pull down menu to change the color of the text:
5. Type away!
NOTE: You may also cut and paste text from another document directly into Nimbus. You may need to reformat the text, since text formatted for print will not look the same on a web page.
Editing Existing Text 1. Make sure you are in Normal mode: 2. Highlight the text you wish to edit. Double-clicking will highlight a word. Tripleclicking will highlight an entire paragraph. 3. If you wish to remove the highlighted text, press the delete key on your keyboard. 4. You may choose how to display your text by using the text editing buttons located at the top of the window:
Font Style and Font Name: Use these pull down menus to choose a font and style for the text: Font Size: Use this pull down menu to choose the size of the font:
Bold/Italic/Underline: Click on one or all of these buttons to bold, italicize, or underline the text: Justify: Use one of these buttons to left/center/right justify the text: Numbered/Bulleted Lists: Use these buttons to create a numbered or bulleted list: Indent: Use these buttons to increase or decrease the indention of the text: Text Color: Use this pull down menu to change the color of the text:
5. Type the new text. Cut/Copy/Paste The cut/copy/paste functions work in exactly the same way that they do in most word processing software. To use these functions, you may use the menu buttons: or the common keyboard shortcuts: Ctrl-X (cut), Ctrl-C (copy) and Ctrl-V (paste). These functions work with text, images and even tables. Cut 1. Select the text/image/table you wish to cut. 2. Click Cut Copy 1. Select the text/image/table you wish to copy. 2. Click Copy Paste 1. Click at the location you wish to paste. The blinking cursor will appear. 2. Click Paste . The text stored in the clipboard will be placed in the indicated location. . The item you selected will remain and will be added to the clipboard. . The item will disappear and will be added to the clipboard.
Text Color 1. Locate Text Color on the right of the text editing buttons at the top of the window. Click on the small black arrow on the right of the button. The Color Palette is displayed:
2. Pick a color from the palette. Notice that the line underneath the A now appears in the color you chose. 3. Click Text Color (the A). 4. If you are inserting new text, click where you want to put it. Begin typing and the text will appear in your new color. 5. If you are changing existing text, click anywhere in the word. Then, click on the A button. The word will change to your chosen color. To change more than one word, highlight the text you want to change and click the A button. Numbered List Create a new numbered list 1. Click Numbering located in the text editing buttons at the top of the window. 2. You will notice that a 1. appears. Type in your first list item. 3. Press Enter on your keyboard. This will automatically move the cursor to the next line and create the next sequential entry. 4. When your list is completed, press the Numbering button and you will be removed from list mode. Create a numbered list from existing text 1. Highlight the paragraph you wish to transform into a numbered list. 2. Click Numbering located in the text editing buttons at the top of the window. 3. The paragraph becomes a numbered list. Bulleted List Create a new bulleted list 1. Click Bullets located in the text editing buttons at the top of the window.
2. You will notice that a bullet appears. Type in your first list item. 3. Press Enter on your keyboard. This will automatically move the cursor to the next line and create the next bulleted entry. 4. When your list is completed, press the Bullets button and you will be removed from list mode. Create a bulleted list from existing text 1. Highlight the paragraph you wish to transform into a bulleted list. 2. Click Bullets located in the text editing buttons at the top of the window. 3. The paragraph becomes a bulleted list. Indenting Text Indent Text 1. Click anywhere in the paragraph you wish to be indented. 2. Click Increase Indent Decrease Indent 1. Click anywhere in the paragraph you wish to decrease the indention. 2. Click Decrease Indent located with the text editing buttons at the top of the window. 3. The text will decrease indent. Inserting a Break A break is like a carriage return on a typewriter; it causes the current line of text to end. Whatever follows will begin on the next line. 1. Place the blinking cursor where you would like to insert the break by clicking at the appropriate spot. 2. Select InsertBreak from the top menu. You may also use the keyboard shortcut (Shift-Enter).
3. The break will appear at your chosen location. NOTE: Using the keyboard shortcut Shift-Enter will create a single line break. Pressing Enter alone will create a new paragraph, resulting in a larger break.
located with the text editing buttons at the top of the window.
3. The text will indent to the right.
Inserting a Horizontal Rule A horizontal line is a straight line that is one pixel tall, and runs the width of your web page. It can be used to separate sections of a page. 1. Place the blinking cursor where you would like to insert the horizontal rule by clicking at the appropriate spot.
2. Select InsertHorizontal Line from the top menu. 3. The horizontal rule will appear at your chosen location. Inserting a Symbol Symbols are those out of the ordinary characters that you cant find on a normal keyboard. Some examples of common symbols are the registered trademark sign (), the copyright sign (), mathematical symbols (), and accented letters (). 1. Place the blinking cursor where you would like to insert the symbol by clicking at the appropriate spot. 2. Select InsertSymbol from the top menu. The Symbol window is displayed:
3. Select the symbol you would like to insert and click Insert. 4. Click Close. The symbol will appear at you chosen location.
Tables
Tables can be used to organize data into rows and columns. They are also increasingly used as a way of arranging text and graphics on a page. Here is an example of a table with 3 rows. Each row is divided into cells: row 1 cell 1 row 1 cell 2 row 1 cell 3 row 1 cell 4 row 2 cell 1 row 2 cell 2 row 2 cell 3 row 2 cell 4 row 3 cell 1 row 3 cell 2 row 3 cell 3 row 3 cell 4 As you can see, text can easily be placed within a table cell. Images can also be placed within a table cell:
Dont like the border? Take it out!
As you can see, tables can be very useful in the design and layout of a page.
Inserting a New Table 1. Click Insert Table or select InsertTable from the top menu. The Table Properties window is displayed:
2. Specify the size of the table by selecting the number of rows and columns. 3. Specify the layout of the table: Alignment: This will define where the table will be placed horizontally on the page. Choose from Left, Center or Right. Nimbus User Guide 49
Border Size: The size of the border (in pixels) surrounding the table. For no border, enter 0. Cell Padding: The amount of space (in pixels) inserted between the border of the cell and the contents of the cell. Cell Spacing: The amount of space (in pixels) inserted between individual cells in the table. Specify width: If this box is checked, you may specify the width of the table in pixels or percent. Percent represents the total percent of the window size. For example, 100% would span the entire width of the page while 50% would only span half the page. If this box is unchecked, the size of the table will vary depending on the contents within the cells.
4. Click OK. Editing an Existing Table 1. Right-click anywhere on the table you wish to edit and select Table Properties:
2. The Table Properties window is displayed. From this window, you may change the tables properties:
3. Edit Layout Properties: Alignment: This will define where the table will be placed horizontally on the page. Choose from Left, Center or Right. Cell Padding: The amount of space (in pixels) inserted between the border of the cell and the contents of the cell. Cell Spacing: The amount of space (in pixels), inserted between individual cells in the table. Specify width or Specify height: If this box is checked, you may specify the width (or height) of the cell in pixels or percent. Percent represents the total percent of the table size. For example, 100% would span the entire width (or height) of the table while 50% would only span half the table. If this box is unchecked, the size of the cell will vary depending on the contents. Size: The size (in pixels) of the border around the table. For no border, enter 0. Color: The color of the border. Light Border: Colors the top and left border lines. Dark Border: Colors the bottom and right border lines. Color: The color of the space inside the borders.
4. Edit Border Properties:
5. Edit Background Properties:
Use background image: Check this box if you wish to place an image in the background of the table. You may type in the location of the image or click Browse to choose an image from the Select Image window.
6. Click OK. Editing a Table Cell 1. Right-click on the cell you wish to edit and select Cell Properties:
2. The Cell Properties window will appear. From this window you may change the cells properties:
3. Edit Layout Properties: Horizontal Alignment: This will define where the contents of the cell will be placed horizontally within the cell. Choose from Left, Center or Right.
Vertical Alignment: This will define where the contents of the cell will be placed vertically within the cell. Choose from Top, Middle, Bottom or Baseline. Rows Spanned: Choose 2 or more to combine the cell with the cell(s) underneath the current cell. Columns Spanned: Choose 2 or more to combine the cell with the cell(s) to the right of the current cell. Specify width or Specify height: If this box is checked, you may specify the width (or height) of the cell in pixels or percent. Percent represents the total percent of the table size. For example, 100% would span the entire width (or height) of the table while 50% would only span half the table. If this box is unchecked, the size of the cell will vary depending on the contents. Header Cell: If this box is checked, all text placed within will be bold and centered. No Wrap: If this box is checked, the text placed within will not wrap. That is, no matter how much text is there it will continue on a single line, stretching the table out. Color: The color of the border. Light Border: Colors the top and left border lines. Dark Border: Colors the bottom and right border lines. Color: The color of the space inside the borders. Use background image: Check this box if you wish to place an image in the background of the table. You may type in the location of the image or click Browse to choose an image from the Select Image window.
4. Edit Border Properties:
5. Edit Background Properties:
6. Click OK.
Inserting/Deleting a Row Insert a new row 1. Right-click on a row and select Insert Row:
2. A new row will appear above the selected row. Delete a row 1. Right-click on the row you wish to delete and select Delete Row:
2. The row will disappear. Inserting/Deleting a Column Insert a new column 1. Right-click on a column and select Insert Column:
2. A new column will appear above the selected column.
Delete a column 1. Right-click on the column you wish to delete and select Delete Column:
2. The column will disappear. Deleting a cell 1. Right-click on the cell you wish to delete and select Delete Cell:
2. The cell will disappear. Splitting a cell 1. Right-click on the cell you wish to split and select Split Cell:
2. The cell will split into 2 cells.
Images
Images are a vital part of any web page. Who wants to look at a page of text? Nimbus makes it simple to place images onto your web page. Inserting an Image 1. Click Insert Picture or select InsertPicture from the top menu. The Select Image window is displayed:
2. Locate and select the correct image file. Scroll through the list of images. If the file you want is not there, it may be in one of the folders shown on the left side of the window. Click on one of the folders and continue searching. 3. Click Open. The image will be placed on your page. Editing Image Properties 1. Right-click on the image and select Image Properties:
2. The Image Properties window is displayed:
3. Edit the image properties: Picture Source: The source of the picture file. You may type in a new source or browse to find the new location. Alternate Text: The text entered here will appear when the user holds the pointer over the image. In addition, if a user accesses an ADA-compliant text only version of the page, the image will be replaced with this text. Layout: Specify Size: Check this box if you wish to set the size of the image. Use the Width and Height fields to change the image size. If unchecked, the image size will default to the original size. Preserve Aspect Ratio: Allows you to change the aspect ratio of an image. Uncheck this box and you may set the Width and Height fields to anything you wish which will stretch or shrink the image. Horizontal Spacing: Used for placing empty horizontal space to each side of an image. Enter the space in pixels. Vertical Spacing: Used for placing empty vertical space above and below an image. Enter the space in pixels. Border: The size of the border around the image (in pixels). Alignment: Determines where the image will be placed on its line. Choose from left, right, bottom, middle or top. 4. Click OK.
Links
Links, or hyperlinks, are essential to any website. Very few sites consist of only a single page. So how do you get to a new page? With a link, of course! Nimbus makes it simple to add text links to your page. You can even make an image into a link. Your links can go to a new page, link to somewhere on the same page, or even send an e-mail. Creating a Text Link 1. Highlight the text you wish to make a link. 2. Click Hyperlink or select InsertHyperlink from the top menu. The Hyperlink window is displayed:
3. The text which you highlighted should appear in the line labeled Text to display. If you wish to change this text you may do so here. 4. On the left side of the Hyperlink window you may choose the type of link:
Existing File or Web Page: This type of link will take the user to a new page. In the Type of address pull down menu, select Defualt. Next, type in the filename or web address of the page you wish to link to. You may also select the page from the list provided. Places In This Document: This type of link will take the user to a different place on the current page. Choose either topLink or bottomLink. This type of link is used most often for Back to top links. E-mail Address: This type of link will open your e-mail client and create a new email addressed to whomever you wish. Under E-mail address type mailto:address here. Replace address here with the appropriate e-mail address. Under subject, type in what you wish the subject of the e-mail to be, or leave it blank if so desired.
Advanced Options: This section allows the user to specify link targets and OnClick support.
5. Click OK. Creating an Image Link 1. First, insert the image onto your page. 2. Right-click on the image and select Hyperlink:
3. The Hyperlink window is displayed:
4. Notice that in the Text to display field is the phrase <<Selection in Document>>. 5. On the left side of the Hyperlink window you may choose the type of link:
Existing File or Web Page: This type of link will take the user to a new page. In the Type of address pull down menu, select Defualt. Next, type in the filename or web address of the page you wish to link to. You may also select the page from the list provided. Places In This Document: This type of link will take the user to a different place on the current page. Choose either topLink or bottomLink. This type of link is used most often for Back to top links. E-mail Address: This type of link will open your e-mail client and create a new email addressed to whomever you wish. Under E-mail address type mailto:address here. Replace address here with the appropriate address. Under Nimbus User Guide 59
subject, type in what you wish the subject of the e-mail to be, or leave it blank if so desired.
6. Click OK. Editing a Link 1. Right-click anywhere on the link and select Edit Hyperlink:
2. The Hyperlink window is displayed:
3. On the left side of the Hyperlink window you may choose the type of link:
Existing File or Web Page: This type of link will take the user to a new page. In the Type of address pull down menu, select Defualt. Next, type in the filename or web address of the page you wish to link to. You may also select the page from the list provided. Places In This Document: This type of link will take the user to a different place on the current page. Choose either topLink or bottomLink. This type of link is used most often for Back to top links. E-mail Address: This type of link will open your e-mail client and create a new email addressed to whomever you wish. Under E-mail address type mailto:address here. Replace address here with the appropriate address. Under
subject, type in what you wish the subject of the e-mail to be, or leave it blank if so desired.
4. If you wish to remove the link, click Remove Link. 5. Click OK.
Media Files
Text is the basic element of web pages; it conveys the message in an effective, yet primitive way. Then images are added to enhance the aesthetic quality of the web page. Most designers stop here but if you want to add that extra kick then media files are the way to go. Media files are movies that play animated graphics and/or streaming video which can be viewed on a web page. Nimbus has built-in support to handle Adobe Flash, Apple QuickTime and Windows Media files. Inserting a Flash File 1. Select InsertFlash from the top menu. The Insert Flash Object window is displayed:
2. Click Browse to view the Select Resource window. 3. Select a Flash file and click Open. 4. Specify the layout and color of the Flash object: Alignment: This will define where the Flash object will be placed on the page. Border Thickness: The size (in pixels) of the border around the Flash object. For no border, enter 0.
Border Color: The color of the border around the Flash object. H-Space: The size (in pixels) of the horizontal space around the Flash object. V-Space: The size (in pixels) of the vertical space around the Flash object. AutoPlay: When checked, the Flash file will begin playing automatically. Loop: When checked, the Flash file will continue to loop.
5. Click OK. Inserting a QuickTime File 1. Select InsertQuickTime from the top menu. The Insert QuickTime Object window is displayed:
2. Click Browse to view the Select Resource window. 3. Select a QuickTime file and click Open. 4. Specify the layout and color of the QuickTime object: Alignment: This will define where the QuickTime object will be placed on the page. Border Thickness: The size (in pixels) of the border around the QuickTime object. For no border, enter 0. Border Color: The color of the border around the QuickTime object. H-Space: The size (in pixels) of the horizontal space around the QuickTime object. V-Space: The size (in pixels) of the vertical space around the QuickTime object. AutoPlay: When checked, the QuickTime file will begin playing automatically.
Loop: When checked, the QuickTime file will continue to loop.
5. Click OK. Inserting a Windows Media File 1. Select InsertWindows Media from the top menu. The Insert Windows Media Object window is displayed:
2. Click Browse to view the Select Resource window. 3. Select a Windows Media file and click Open. 4. Specify the layout and color of the Windows Media object: AutoPlay: When checked, the Windows Media file will begin playing automatically. Show Controls: When checked, the Windows Media controls will display with the file.
5. Click OK.
Check Spelling
Once your web page is in its final state, it is a good idea to run spell checker to make sure there are no overlooked spelling errors.
Run Spell Checker 1. Select ToolsCheck Spelling from the top menu. The Check Spelling window is displayed:
2. If spelling errors are found: a. Review the spelling error. i. If you would like to change the word once, click Change Once. ii. If you would like to change every instance of the word in the web page, click Change All. iii. If you would like to ignore the word once, click Ignore Once. iv. If you would like to ignore every instance of the word in the web page, click Ignore All.
v. If you would like to add the word to the dictionary, click Add to Dictionary.
NOTE: Adding a word to the dictionary will no longer label the word as a spelling error.
b. When finished, click OK. 3. If spelling errors are not found: a. The Spell Check Complete dialog is displayed:
b. Click OK.
Staging
When you have finished creating your web page, you need a medium in which to publish it on your website. This is where staging comes in. Staging takes the working draft version of the file and publishes it to a live website. Staging a Page This is useful when staging one or two pages. To stage an entire folder, skip to the next section. 1. In the Site Management section of your browser window, navigate to the file you wish to stage:
2. Right-click the file and select Stage Page:
3. Click OK.
Staging a Folder 1. In the Site Management section of your browser window, navigate to the file you wish to stage:
2. Right-click the folder and select Stage Folder:
3. Click OK.
Site Navigation
Site Navigation is to a website what a steering wheel is to a car: without it, it's extremely difficult to get around. It is a central location for all links on a website that provides easy access for any user looking for information.
Adding a Site Navigation Item 1. Click the Edit Site Navigation link on the Dashboard or select ToolsEdit Navigation from the top menu bar. The Site Navigation Editor window is displayed:
2. Click Add Nav Item. The Add Navigation Item window is displayed:
3. Specify the details of the navigation item: Navigation Text: The text entered here will display as a link in the navigation bar.
Navigation URL: When clicked, the navigation item will redirect to the web page entered here. If you do not know the URL path, click Hyperlink to browse. Open in New Window: When checked, the web page entered in the Navigation URL will open in a new browser window. Navigation Image Path: This will display an image in the navigation bar instead of text. If you do not know the image path, click Insert Picture to browse. Navigation Rollover Image Path: This image appears in the navigation bar when the user places the mouse cursor on the image (i.e. rolls over the image). If you do not know the image path, click Insert Picture to browse. Navigation Separator: When checked, this adds a divider bar between links. Display in Navigation: When checked, the item is displayed in the navigation menu (it is recommended to always leave this checked). Display in Site Map: When checked, the item is displayed in the site map (it is recommended to always leave this checked).
4. Click OK. Editing a Site Navigation Item 1. Select a current link from the Site Navigation Editor window and click Edit Nav Item. The Edit Navigation Item window is displayed:
2. Modify the details of the navigation item: Navigation Text: The text entered here will display as a link in the navigation bar.
Navigation URL: When clicked, the navigation item will redirect to the web page entered here. If you do not know the URL path, click Hyperlink to browse. Open in New Window: When checked, the web page entered in the Navigation URL will open in a new browser window. Navigation Image Path: This will display an image in the navigation bar instead of text. If you do not know the image path, click Insert Picture to browse. Navigation Rollover Image Path: This image appears in the navigation bar when the user places the mouse cursor on the image (i.e. rolls over the image). If you do not know the image path, click Insert Picture to browse. Navigation Separator: When checked, this adds a divider bar between links. Display in Navigation: When checked, the item is displayed in the navigation menu (it is recommended to always leave this checked). Display in Site Map: When checked, the item is displayed in the site map (it is recommended to always leave this checked).
3. Click OK. Removing a Site Navigation Item 1. Select a current link from the Site Navigation Editor window and click Remove Nav Item. The Remove Navigation Item Dialog window is displayed:
2. Click OK. Indenting/Outdenting a Site Navigation Item 1. Select a current link from the Site Navigation Editor window and click Indent/Outdent. Moving Up/Down a Site Navigation Item 1. Select a current link from the Site Navigation Editor window and click Move Up or Move Down.
RSS Feeds
RSS Feeds are becoming more and more popular with users who want their information quickly and concisely. An RSS Feed (which stands for Really Simple Syndication) stores popular news and other information in an XML file. This file is accessed by feed readers (or aggregators) which display the information in a standardized format. Adding an RSS Feed Item 1. Click the Edit Site RSS Feeds link on the Dashboard or select ToolsEdit RSS Feeds from the top menu bar. The RSS Feed Editor window is displayed:
NOTE: To create a new RSS Feed, click Create New and populate the File Description text field. To modify an existing RSS Feed, click Load RSS and choose from the Select RSS File dialog box.
2. Click Add Item. 3. Specify the details of the RSS feed item: Display Text: This is the title of your RSS entry. The text entered here will display in the RSS Features section of the editor. Item URL: This provides a link to the full entry. When the item title is clicked, the user will be redirected to the web page entered here. Description: Write a short summary of your RSS feed item here. The first 1-2 sentences are typically used.
4. Click Apply.
Editing an RSS Feed Item 1. Select an item from the RSS Features window and click Edit Item:
2. Modify the details of the RSS feed item: Display Text: This is the title of your RSS entry. The text entered here will display in the RSS Features section of the editor. Item URL: This provides a link to the full entry. When the item title is clicked, the user will be redirected to the web page entered here. Description: Write a short summary of your RSS feed item here. The first 1-2 sentences are typically used.
3. Click Apply. Removing an RSS Feed Item 1. Select an item from the RSS Features window and click Remove Item. The Remove RSS Item Dialog window is displayed:
2. Click OK.
Moving Up/Down an RSS Feed Item 1. Select an item from the RSS Features window and click Move Item Up or Move Item Down.
View Pages
Once pages are created with the Page Editor, you can view them in a grid-based list. 1. From the Content Management module, click the Show Pages filter link. The Page list tab is displayed:
Edit Page Properties
Page properties provides a central location to view and modify all page-related data. 1. From the Page list grid, double-click the desired page. The Page Detail tab is displayed:
2. Enter a new page title (if desired) and review general information in the Page Properties tab.
3. Click Page Resources. The Page Resources tab is displayed:
NOTE: Resources are image and document files that can be associated with one or more module item. For example, a resource image can be associated with both a CMS page and a contact. You can manage resources in the Digital Media Library.
4. Add/Remove Page Resources: a. To add a resource: i. Click Add Resource displayed: . The Associate Resources dialog is
ii. Select a resource and click OK. b. To remove a resource, select it from the Page Resources grid and click Remove Resource .
c. To edit a resource, select it from the Page Resources grid and click Open Detail . Make the necessary changes and click Save . d. To make a resource image the default image, select it from the Page Resources grid and click Make default . 5. Click Page Categorization. The Page Categorization tab is displayed:
NOTE: Categories are used to help keep items organized. For example, if multiple pages deal with hotel reservations, you would use a Hotel Reservation category to link the pages together.
6. Add/Remove Page Categories: a. Click Add/Remove Categories. The Add/Remove Categories dialog is displayed:
b. Add or remove categories and click OK.
7. Click Contributors. The Contributors tab is displayed:
NOTE: Contributors are contacts (users) that author specific pages.
8. Add/Remove Contributors: a. To add a contributor: i. Click Add Contributor . The Select Contacts dialog is displayed:
ii. Select a contact and click OK. b. To remove a contributor, select it from the Contributors grid and click Remove Contributor . c. To edit a contributor, Select it from the Contributors grid and click Open user record in CRM . Make the necessary changes and click Save .
9. Click Preview Page to view the web page as it will be displayed in a web browser:
10. Click Save.
Find and Replace
While editing a web page in Nimbus, you can run Find and Replace to make changes within that file. But what happens when your desired change affects every web page in your site? Instead of opening every file, Nimbus has a global Find and Replace feature so you can make these changes quickly and easily. 1. From the Content Management module, click the Find and Replace action link. The Find and Replace dialog is displayed:
2. To find a word or phrase: a. Select the Find radio button.
b. Type the word or phrase you wish to find in the Find What field. c. Check Match Case to match the exact case of search term (if desired). d. Check Match Whole Word to match the entire word or phrase of search term (if desired). 3. To replace a word or phrase: a. Select the Find and Replace radio button. b. Type the word or phrase you wish to replace in the Find What field. c. Type the word or phrase you wish to replace it with in the Replace With field. d. Check Match Case to match the exact case of search term (if desired). e. Check Match Whole Word to match the entire word or phrase of search term (if desired). 4. Click OK. The Number of Records Found dialog is displayed:
5. Click OK. The Find Results tab is displayed with the results:
Inject Content
What about if you need to completely replace data in multiple web pages? You can use the content injector. Most websites consist of many web page templates which are selected by the user in the New Page Wizard as a starting point for creating a new page. Each template has multiple editable regions where users can input new data. By specifying which template and editable region to modify, every web page in the site can be updated simultaneously. 1. From the Content Management module, click the Inject Content action link. The Establish Single User Mode dialog is displayed:
NOTE: Single user mode is typically used by the system administrator to lock out other users while making system changes. It must be activated in order to keep anyone else from modifying web pages during content injection.
2. Click Yes. The Single User Mode Activated dialog is displayed:
3. Click OK. The Content Injector dialog is displayed:
4. Select the web page template and corresponding editable region to modify. Enter the new content and click OK. The Content injection Success / End Single User Mode dialog is displayed:
NOTE: Make sure to end single user mode after content injection so other users can login to Nimbus.
5. Click Yes. The Single User Mode End dialog is displayed:
6. Click OK.
Import Document
The document importer allows you to import Microsoft Word and Adobe PDF files into the CMS module. These files can then be linked within web pages if desired. 1. From the Content Management module, click the Import Document action link. The Import Document dialog is displayed:
2. Select the desired document and click Import Document.
3. The document is imported and listed in the Page Detail tab:
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Contacts
Contacts are essentially users that do not need access to Nimbus (these are called Secure Users and are covered in the Security module). Contacts can be employees of a company, students attending a school, or a list of customers. Contacts are an integral part of Nimbus and necessary for organizations to keep track of. Click the Contacts button on the Nimbus navigation bar to display the Contacts module:
New Contact
1. From the Contacts module, click the Create Contact action link. The New Contact Wizard dialog is displayed:
3. Enter contact general information (first and last name are required). 4. Add/Remove addresses: a. To add an address:
i. Click New
. The New Address dialog is displayed:
ii. Enter address information and click Select Regions. The Manage Regions dialog is displayed:
NOTE: Regions are covered in the Manage Regions section of the Global Actions module.
iii. Select a region and click OK. iv. Click OK. b. To remove an address, select it from the Addresses grid and click Remove Address .
5. Click Next. The Bio dialog is displayed:
6. Enter the contacts biographical information. 7. Click Next. The Associated Digital Resources dialog is displayed:
8. Add/Remove Resources: a. To add a resource:
i. Click Add Resource
. The Associate Resources dialog is displayed:
ii. Select a resource and click OK. b. To remove a resource, select it from the Contact Resources grid and click Remove Resource . c. To edit a resource, select it from the Contact Resources grid and click Open Detail . Make the necessary changes and click Save . d. To make a resource image the default image, select it from the Contact Resources grid and click Make default . 9. Click Next. The Affiliations dialog is displayed:
NOTE: Contacts can be affiliated with multiple companies and positions. This is very useful when organizing employees by their department/position.
10. Add/Remove Companies: a. To add a company:
i. Click New Company
. The Module Entry Selector is displayed:
ii. Select the desired company and click OK. b. To remove a company, select it from the Companies grid and click Remove Company . 11. Add/Remove Positions: a. To add a position: i. Click New Position . The Module Entry Selector is displayed:
ii. Select the desired position and click OK. b. To remove a position, select it from the Positions grid and click Remove Position .
12. Click Next. The Demographics dialog is displayed:
NOTE: A demographic is used to describe something about a contact. If you wanted to group users that enjoy Baseball, you can create a demographic called Likes Baseball.
13. Add/Remove Demographics: a. To add a demographic: i. Click New Demographic displayed: . The Select Demographics dialog is
ii. Select the desired demographic and click OK. b. To remove a demographic, select it from the Demographics grid and click Remove Demographic .
14. Click Next. The Subscriptions dialog is displayed:
NOTE: Contacts can subscribe to products & services created in the Online Commerce module.
15. Add/Remove Subscriptions: a. To add a subscription: i. Click New Subscription . The Select Subscription dialog is displayed:
ii. Select the desired subscription and click OK. b. To edit a subscription, select it from the Subscriptions grid and click Open Detail . Make the necessary changes and click Save . c. To remove a subscription, select it from the Subscriptions grid and click Remove Subscription .
16. Click Next. The Summary dialog is displayed:
17. Verify information is correct and click Finish. 18. Click Refresh to view the new contact in the Users tab.
Edit Contact
1. From the Users tab, double-click the desired contact. The Contact Detail tab is displayed:
2. Using the New Contact Wizard in the previous section as your guide, make any necessary changes. NOTE: Communications are covered in the E-Mail Marketing module. 3. Click Save .
Manage Demographics
Demographics are used to describe something about a contact. If you wanted to group users that enjoy Baseball, you can create a demographic called Likes Baseball. 1. From the Contacts module, click the Manage User Demographics action link. The Demographics tab is displayed:
2. Manage Demographics: a. To add a demographic: i. Click New . The Demographic Attribute dialog is displayed:
ii. Enter required information. iii. Add a valid value (optional):
1. Click Add Valid Value displayed:
. The Valid Value Detail dialog is
2. Enter value information (Code and Description are required). 3. Click OK. iv. Associate a demographic category (optional): 1. Click Demographic Category Selector Demographics dialog is displayed: . The Categorize
2. Select the desired demographic category and click OK. v. Click OK. b. To edit a demographic, select it from the Demographics grid and click Open Detail . Make the necessary changes and click Save . c. To delete a demographic: i. Select the desired demographic from the Demographics grid and click Delete . The Delete Confirmation dialog is displayed:
ii. Click Yes.
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Security
The Security module determines who has access to Nimbus and what tasks they can perform. While a Contact is merely a person, a Secure User is a person who can physically login and make changes to Nimbus. Click the Security button on the Nimbus navigation bar to display the Security module:
Single User Mode
While performing major changes to Nimbus, the administrator will want to make sure nobody can login. Single user mode allows the administrator to lock out all users while the changes are implemented.
Entering Single User Mode 1. From the Current users tab, click the Establish Single User Mode action link. The Single User Mode Established dialog is displayed:
2. Click OK. 3. If users are already logged in, contact them manually and ask them to logout. If you cannot reach them, you may manually log them out by selecting the user in the Current users grid and clicking Force Logout or the Force Logout action link. Ending Single User Mode 1. From the Current users tab, click the End Single User Mode action link. The Single User Mode Ended dialog is displayed:
2. Click OK.
New Security Role
Before creating secure users, you must define which actions to allow and deny for these users. Security roles allow the administrator to determine what secure users can and cannot do in Nimbus.
1. From the Security module, click the Create Role action link. The New Role dialog is displayed:
2. Enter the Role name (required) and description. 3. Select the role type. NOTE: Select User-defined to create a user-defined role or System to create a system
role which cannot be deleted.
4. From the Role Permissions tab, check all actions that you would like to add to the role. All remaining actions will be denied to users associated with the role. 5. If secure users already exist, select the Role Members tab (if not proceed to step 7):
6. Add/Remove Secure Users: a. To add a secure user:
i. Click Add Role Member
. The Select User dialog is displayed:
ii. Select a secure user and click OK. b. To remove a secure user, select the desired user from the Role Members grid and click Remove Role Member . 7. Click OK.
Edit Security Role

1. From the Security Roles tab, double-click the desired security role. The Role Detail tab is displayed:
2. Using the previous section as your guide, make any necessary changes. 3. Click Save . Nimbus User Guide 97
New Secure User
Creating secure users allows contacts to login and perform tasks within Nimbus. Creating a New Secure User 1. From the Security module, click the Create Nimbus User action link. The Create Nimbus User dialog is displayed:
2. Click Next. The General Information page is displayed:
3. Enter the first name, last name and e-mail address of the secure user (all fields are required).
4. Click Next. The Security Attributes page is displayed:
5. Enter the user name and password for the secure user (both fields are required) and check the appropriate account attributes. 6. Click Next. The Security Roles page is displayed:
7. Add/Remove Security Roles: a. To add a security role:
i. Click Associate Role
. The Select Role dialog is displayed:
ii. Select a role and click OK . b. To remove a role, select it in the Security Roles grid and click Disassociate Role . 8. Click Next. The Summary page is displayed:
9. Verify information is correct and click Finish. 10. Click the View Nimbus Users filter link to view the new secure user. If the Nimbus Users tab is already open click Refresh . Converting an Existing Contact to a Secure User 1. From the Nimbus Contacts module, open the desired contact detail tab and click the Create Nimbus User action link. From there, follow the steps in the Creating a New Secure User section.
Edit Secure User

1. From the Security Roles tab, double-click the desired secure user. The User Security Detail tab is displayed:
2. Using the Create Nimbus User Wizard in the previous section as your guide, make any necessary changes. 3. Click Save .
8
E-Mail Marketing
The E-Mail Marketing module enables you to easily stay in contact with your customers. Use tokens to personalize your newsletter and view tracking information to see how many customers read your newsletter. Click the E-Mail Marketing button on the Nimbus navigation bar to display the E-Mail Marketing module:
New Recipient Group

Before sending a newsletter, it is suggested that a recipient group be created. Recipient groups determine who will receive the newsletter. It is possible to bypass recipient groups and manually paste e-mail addresses into the Newsletter Wizard but tokens will not be accessible. The suggested approach is to first create a recipient group and then send a newsletter to the recipient group.
1. From the E-Mail Marketing module, click the Create Recipient Group action link. The Recipient Group Wizard dialog is displayed:
2. Click Next. The Recipient Group Description page is displayed:
3. Enter the recipient group name (required). 4. Add/Remove Restrictions: a. To add a restriction: i. Click Add Restriction displayed: . The Filter Expression Builder dialog is
ii. Select a field to filter by and click OK.
NOTE: E-mail Like company.com will add all users with company.com in their e-mail address.
b. To remove a restriction, select it in the Selection Criteria grid and click Remove Restriction . 5. The recipient group can be associated with or not associated with other modules. To add an association restriction (optional): a. click Add Association Restriction displayed: . The Association Selector dialog is
b. Select the appropriate association and click OK. 6. Click Next. The Token Selection page is displayed:
7. Add/Remove Tokens: a. To add a token:
i. Click Add Token
. The Token Selector dialog is displayed:
ii. Select tokens and click OK. NOTE: Select First Name if you would like to use the recipients first
name in the communication.
b. To remove a token, select it in the View Criteria grid and click Remove Token 8. Click Next. The Summary page is displayed:
9. Verify information is correct and click Finish. 10. Click the Show Recipient Groups filter link to view the recipient group. If the Recipient Groups tab is already open click Refresh .
Edit Recipient Group

1. From the Recipient Groups tab, double-click the desired recipient group. The Recipient Group Wizard dialog is displayed:
2. Using the Recipient Group Wizard in the previous section as your guide, make any necessary changes. 3. Click Finish.
Send Newsletter
You can send a newsletter to any recipient group or paste in a list of recipients. 1. From the E-Mail Marketing module, click the New Newsletter action link. The New Newsletter Wizard dialog is displayed:
2. Click Next. The Basic Details page is displayed:
3. Enter the newsletter subject and who it is from (both fields are required). 4. Select a source file for the newsletter. This can be a staged CMS Page, a file from the Server hard drive or manually inserted HTML. For CMS Page, select the file and click Download and validate file. 5. Click Next. The Recipient Lists page is displayed:
6. To send to all recipient groups, select All Recipients radio button. 7. To send to specific recipient groups:
a. Select Specific Group(s) radio button and click Add. The Select Recipient Groups dialog is displayed:
b. Select a recipient group and click OK. 8. To enter e-mail addresses manually: a. Click Manually Enter Recipients. The Manually Entered List dialog is displayed:
b. Enter a name for the list, enter e-mail addresses separated by a newline, comma, tab or semi-colon and click OK.
9. Click Next. The Content Editing page is displayed:
10. Right-click at the desired location to insert tokens (if desired):
NOTE: Manually entered lists do not have any tokens.
11. Click Next. The Scheduling page is displayed:
12. Set scheduling parameters. 13. Click Next. The Summary page is displayed:
14. To test the newsletter before sending it to recipients, click Test Newsletter. A test newsletter will be sent to the e-mail address in your account. 15. Verify information is correct and click Finish. 16. Click the Show Newsletters filter link to view the new newsletter. If the Newsletters tab is already open click Refresh .
9
Online Commerce
Electronic Commerce has become a major source of income for companies. The Online Commerce module manages all aspects of product inventory and provides an easy way for customer service representatives to take orders. The first step is to add products to your inventory using the New Product Wizard. Once products are added, orders can be placed using the New Order Wizard. Finally, order payment can be processed using the Perform a Transaction Wizard. Click the Online Commerce button on the Nimbus navigation bar to display the Online Commerce module:
New Product
1. From the Online Commerce module, click the New Product action link. The New Product Wizard dialog is displayed:
2. Click Next. The Product Type page is displayed:
3. Select the product type (Merchandise, Digital Media, Services or Event Registration).
4. Click Next. The Product Name page is displayed:
5. Enter the product name (required). 6. Click Next. The Product Description page is displayed:
7. Enter the product description.
8. Click Next. The Product Manufacturer page is displayed:
9. Add/Remove Manufacturers: a. To add a manufacturer: i. Click Company Selector . The Select Company dialog is displayed:
ii. Select a manufacturer and click OK. b. To remove a manufacturer, click Delete Manufacturer .
10. Click Next. The Identification Information page is displayed:
11. Enter identification information. 12. Click Next. The Price & Availability page is displayed:
13. Enter price and availability information.
14. Click Next. The Resources page is displayed:
15. Add/Remove Resources: a. To add a resource: i. Click Add Resource . The Associate Resources dialog is displayed:
ii. Select a resource and click OK. b. To remove a resource, select it from the Page Resources grid and click Remove Resource . c. To edit a resource, select it from the Page Resources grid and click Open Detail . Make the necessary changes and click Save . d. To make a resource image the default image, select it from the Page Resources grid and click Make default .
16. Click Next. The Category Selection page is displayed:
17. Add/Remove Categories: a. Click Add/Remove Categories. The Add/Remove Categories dialog is displayed:
18. Click Next. The Summary page is displayed:
19. Verify information is correct and click Finish. 20. Click the View Products filter link to view the new product. If the View Products tab is already open click Refresh .
Edit Product
1. From the View Products tab, double-click the desired product. The Product Detail tab is displayed:
2. Using the New Product Wizard in the previous section as your guide, make any necessary changes. 3. Click Save .
New Order
1. From the Online Commerce module, click the New Order action link. The New Order Wizard dialog is displayed:
2. Click Next. The Customer page is displayed:
3. Add/Remove Customers: a. To add a customer:
i. Click Customer Selector
. The Select Customer dialog is displayed:
ii. Select a customer and click OK. b. To remove a customer, click Delete Customer 4. Click Next. The Product Selection page is displayed: .
5. Add Products/Events: a. To add a product:
i. Click Add Product Order
. The Select Products dialog is displayed:
ii. Select a product and click OK. b. To add an event: i. Select down arrow and click Select Event Option Option dialog is displayed: . The Select Event
ii. Click Event Selector
. The Select Event dialog is displayed:
iii. Select an event and click OK. iv. Select an option and click OK. v. To remove an event, click Delete Event . NOTE: Refer to the Event Marketing module for information on event
options.
c. To remove an order or event, select it from the Product Selection grid and click Remove Order/Event . 6. Click Next. The Billing Address page is displayed:
7. Enter billing information (all fields but Street1 and Email are required). 8. Click Next. The Shipping Address page is displayed:
9. Enter shipping information (all fields but Street1 and Email are required).
10. Click Next. The Order Summary page is displayed:
11. Add/Remove Shipping Option: a. To add a shipping option: i. Click Add Shipping Option displayed: . The Shipping Option dialog is
ii. Select a shipping option and click OK. b. To remove a shipping option click Remove Shipping Option .
13. If you are ready to perform a credit card transaction on the order, check Perform a Transaction. This can be performed later by opening the Order detail and clicking the Perform a Transaction action link. NOTE: Checking Perform a Transaction will initiate the Perform a Transaction Wizard; this is discussed in the Perform Transaction section. 14. Verify information is correct and click Finish. 15. Click the View Orders filter link to view the new order. If the View Orders tab is already open click Refresh .
Edit Order
1. From the View Orders tab, double-click the desired order. The Order Detail tab is displayed:
2. Using the New Order Wizard in the previous section as your guide, make any necessary changes. NOTE: Click the Perform a Transaction action link to perform a credit card transaction. Click the View Transaction History action link to display all previous
order transactions.
3. Click Save
Perform Transaction
1. From the View Orders tab, double-click the desired order. The Order Detail tab is displayed:
2. Click the Perform a Transaction action link. The Perform a Transaction Wizard dialog is displayed:
3. Click Next. The Payment Info page is displayed:
4. Enter credit card information (all fields are required). 5. Click Next. The Transaction Type page is displayed:
6. Select the transaction type.
8. Verify information is correct and click Finish. The Transaction Confirmation dialog is displayed:
9. Click OK. 10. To view the order transaction history (optional), click the View Transaction History action link. The Transaction History dialog is displayed:
11. Click Close.
10
Digital Media Library
The Digital Media Library allows users to import and organize digital media files within Nimbus. Digital media files can be used as default images for products, external documents linked from a web page and anything in between. The following digital media types are currently supported: Image (JPG) Document (Adobe Acrobat and Microsoft Word) RSS (XML) Click the Digital Media Library button on the Nimbus navigation bar to display the Digital Media Library module:
Import Digital Media

1. From the Digital Media Library module, click the Import Digital Media action link. The Digital Media Import Wizard dialog is displayed:
2. Click Next. The File Selector page is displayed:
3. Add/Remove Files: a. To add a file: i. Click Add File . The Select Images dialog is displayed. . ii. Select a file and click OK. b. To remove a file click Remove File
4. Click Next. The Associations page is displayed:
5. Add/Remove Associations: a. To add an association: i. Click Add Association and select the module you would like to associate with. The Module Entry Selector is displayed:
ii. Select the desired entry and click OK. b. To remove a global association, select it in the Global Associations grid and click Remove Association .
7. Verify information is correct and click Finish. The Import Confirmation dialog is displayed:
8. Click OK. 9. Click Refresh to view the new digital media file in the Resource list tab.
Edit Digital Media

1. From the Resource list tab, double-click the desired digital media file. The Resource Detail tab is displayed:
2. Using the Import Digital Media Wizard in the previous section as your guide, make any necessary changes. 3. Click Save .
11
Companies
The companies module comes in handy when it is necessary to manage not only multiple employees, but multiple companies as well. Click the Companies button on the Nimbus navigation bar to display the Companies module:
New Company
1. From the Companies module, click the Create New Company action link. The New Company Wizard dialog is displayed:
2. Click Next. The General Information page is displayed:
3. Enter company general information (company name is required). 4. Add/Remove addresses: a. To add an address:
i. Click New
. The New Address dialog is displayed:
ii. Enter address information and click Select Regions. The Manage Regions dialog is displayed:
NOTE: Regions are covered in the Manage Regions section of the Global Actions module.
iii. Select a region and click OK. iv. Click OK. b. To remove an address, select it from the Addresses grid and click Remove Address .
5. Click Next. The Categories page is displayed:
7. Click Next. The Resources dialog is displayed:
ii. Select a resource and click OK. b. To remove a resource, select it from the Company Resources grid and click Remove Resource . c. To edit a resource, select it from the Company Resources grid and click Open Detail . Make the necessary changes and click Save . d. To make a resource image the default image, select it from the Company Resources grid and click Make default .
9. Click Next. The Infrastructure dialog is displayed:
NOTE: The company infrastructure section is very similar to the contact affiliations section. Companies can be affiliated with multiple departments and positions.
10. Add/Remove Departments: a. To add a department: i. Click Add. The Department dialog is displayed:
ii. Click Department Selector displayed:
. The Categorize Demographics dialog is
iii. Select the desired department and click OK. iv. Fill in remaining fields and click OK. b. To edit a department: i. Select the desired department and click Edit. The Department dialog is displayed:
ii. Make the necessary changes and click OK. c. To remove a department, select the desired department in the Departments grid and click Remove. 11. Add/Remove Positions: a. To add a position: i. Click Add. The Position dialog is displayed:
ii. Click Position Selector displayed:
. The Categorize Demographics dialog is
iii. Select the desired position and click OK. iv. Enter a code and click OK. b. To edit a position: i. Select the desired position and click Edit. The Department dialog is displayed:
ii. Make the necessary changes and click OK. c. To remove a position, select the desired position in the Positions grid and click Remove. 12. Click Next. The Summary dialog is displayed:
13. Verify information is correct and click Finish. 14. Click Refresh to view the new company in the Companies tab.
Edit Company
1. From the Companies tab, double-click the desired company. The Company Detail tab is displayed:
2. Using the New Company Wizard in the previous section as your guide, make any necessary changes. 3. Click Save .
12
Event Marketing
The Event Marketing module provides users with a way to set up simple, one-time events to more complicated recurring and series events. The user can specify how often the event occurs, associate products with the event and even let other users register for the event. Click the Event Marketing button on the Nimbus navigation bar to display the Event Marketing module:
New Event
1. From the Event Marketing module, click the Create New Event action link. The New Event Wizard General Info dialog is displayed:
2. Enter event general information (event name is required). 3. To select a venue (optional): a. Click Venue Selector . The Select Company dialog is displayed:
b. Select a venue and click OK. 4. To select a promoter (optional):
a. Click Promoter Selector
. The Select Company dialog is displayed:
b. Select a promoter and click OK. 5. Click Next. The Schedule dialog is displayed:
6. Select either Single, Recurring or Series schedule type and enter the scheduling information.
7. Click Next. The Categories dialog is displayed:
9. Click Next. The Resources dialog is displayed:
ii. Select a resource and click OK. b. To remove a resource, select it from the Event Resources grid and click Remove Resource . c. To edit a resource, select it from the Event Resources grid and click Open Detail . Make the necessary changes and click Save . d. To make a resource image the default image, select it from the Event Resources grid and click Make default . 11. Verify information is correct and click Finish. 12. Click Refresh to view the new event in the Events tab.
Edit Event
Once an event has been created, you can associate products and register users. 1. From the Event List tab, double-click the desired event. The Event Detail tab is displayed:
2. Using the New Event Wizard in the previous section as your guide, make any necessary changes.
3. Click the Registration tab. The Registration section is displayed:
4. Add/Remove Registration Options: a. To add a registration option: i. Under the Registration Options tab, click New Registration Option The New Product Wizard dialog is displayed: .
ii. Click Next. The Registration Info page is displayed:
iii. Add/Remove Occurrence Dates: 1. To add an occurrence date: a. Click Occurrence Date Selector dialog is displayed: . The Select Company
b. Select an occurrence date and click OK. 2. To remove an occurrence date, click Remove Occurrence Date .
iv. Click Next. The Product Name page is displayed:
v. From here you can follow the New Product Wizard in the Commerce section. b. To edit a registration option, select it from the Registration Options grid and click Open Registration Option . Make the necessary changes and click Save . c. To remove a registration option, select it from the Registration Options grid and click Remove Registration Option . 5. Click the Registered Users tab. The Registered Users section is displayed:
6. Add/Edit Registrants: a. To add a registrant:
i. Click Register for event is displayed:
. The New Order Wizard dialog
ii. From here you can follow the New Order Wizard in the Commerce section. NOTE: Make sure to select Event Option from the Product Selection
window.
b. To edit a registrant, select it from the Registered Users grid, click Open select Open Registrant. Make the necessary changes and click Save .
and
c. To edit a registration order, select it from the Registered Users grid, click Open and select Open Registration Order. Make the necessary changes and click Save . 7. Click Save .

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Nimbus User Guide

Melia Technologies, Ltd. Version 4.0

Nimbus User Guide i

Nimbus User Guide ii

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2. Click Install. The Nimbus Install dialog is displayed:

3. Click Install. The Nimbus Download dialog is displayed:

4. Once download is complete the Nimbus Login dialog is displayed:

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2. Select the desired actions and click OK.

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. The Custom Report Wizard is displayed:

3. Click Next. The General Info dialog is displayed:

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8. Add/Remove Restrictions: a. To add a restriction: i. Click Add Restriction displayed:

. The Filter Expression Builder dialog is

ii. Select the appropriate association and click OK.

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9. Click Next. The Sorting Summary dialog is displayed:

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a. Select the desired report and click Delete displayed:

. The Delete Report dialog is

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1. From the Page list tab, click Advanced Search displayed:

. The Advanced Search Wizard is

2. Click Next. The Display Summary window is displayed:

3. Add/Remove Display Criteria: a. To add a field:

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i. Click Add Field

. The Field Selector dialog is displayed:

5. Add/Remove Restrictions: a. To add a restriction:

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i. Click Add Restriction displayed:

. The Filter Expression Builder dialog is

9. Add/Remove Sorting: a. To specify sorting in the report:

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i. Click Add Sort Field

. The Field Selector dialog is displayed:

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a. Click Global Associations. The Global Associations dialog is displayed:

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2. Click Next. The General Info dialog is displayed:

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4. Click Next. The Display Summary dialog is displayed:

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6. Click Next. The Restrictions Summary dialog is displayed:

ii. Select the appropriate association and click OK.

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8. Click Next. The Sorting Summary dialog is displayed:

10. Click Finish.

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2. Click Edit Report