Roles and Views - Optimizely CMS 12

Exam Area: Content Area 1 – Product Knowledge (15%)
Reference: https://docs.developers.optimizely.com/content-management-system/docs/roles-and-tasks

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1. Built-in Roles in Optimizely CMS

Built-in Roles:

Virtual Roles (configurable):

• CmsAdmins – CMS administrators
• CmsEditors – Content editors

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2. Edit View

Edit View is the primary interface for editors. Access it via: /episerver/cms or the configured URL.

Edit View Layout:

┌──────────────────────────────────────────────┐
│  Top Menu Bar (Navigation, Tasks, etc.)      │
├──────────────┬───────────────────────────────┤
│  Left Panel  │     Main Content Area         │
│  (Page Tree) │  ┌──────────────────────────┐ │
│              │  │  On-page Edit / Preview  │ │
│              │  │  or All Properties       │ │
│              │  └──────────────────────────┘ │
├──────────────┴───────────────────────────────┤
│  Bottom Bar / Status Bar                     │
└──────────────────────────────────────────────┘

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3. On-page Editing View

On-page editing allows editors to edit content directly on the web page (WYSIWYG).

Features:

• Displays the page as the end user sees it
• Click on a property to edit it in place
• Toolbar appears when hovering over an editable area
• Only shows properties marked [CultureSpecific] or those with a template

Requirements for On-page Edit:

• Content type must have a template (View/Controller)
• Properties must have a [Display] attribute
• Page must be registered with @Html.PropertyFor()

@* In View, use PropertyFor to enable on-page edit *@
@Html.PropertyFor(m => m.MainBody)
@Html.PropertyFor(m => m.Heading)

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4. All Properties View

All Properties shows all properties of a content item in a form.

Features:

• View and edit all properties (including those hidden on on-page)
• Organized into tabs/groups (Content, Settings, SEO, etc.)
• Useful for complex properties
• Blocks can only be edited in All Properties view

How to group properties:

[Display(GroupName = SystemTabNames.Content, Order = 10)]
public virtual string Heading { get; set; }

[Display(GroupName = "SEO", Order = 100)]
public virtual string MetaDescription { get; set; }

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5. Admin View

Admin View is for WebAdmins. Access via: /episerver/cms/admin.

Features in Admin:

• Manage Content Types
• Manage Users and Roles
• Access Rights
• Scheduled Jobs
• Languages
• Change Log
• Visitor Groups

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6. Dashboard

• Displayed when logging into the CMS
• Supports adding Gadgets to show custom information
• Default gadgets: Recently changed, My tasks, etc.

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7. Assets Pane

The right-hand panel in Edit View, including:

• Blocks – List of shared blocks
• Media – Images, files, videos
• Drag & Drop – Drag from Assets Pane into content areas

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8. Tasks Pane

• Shows content items that require review
• Content approval tasks
• Can be customized with custom queries

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Review Questions

1. Which role has access to the Admin Panel? (WebAdmins)
2. What is the difference between On-page Edit and All Properties? (WYSIWYG vs Form)
3. In which mode can blocks be edited? (All Properties View)
4. Which helper must be used to enable on-page editing? (@Html.PropertyFor())
5. What is the default path to Edit View? (/episerver/cms)