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Studio User Manual / Version 2310

Table Of Contents

Studio User Manual

Copyright CoreMedia GmbH © 2023

CoreMedia GmbH

Altes Klöpperhaus, 5. OG

Rödingsmarkt 9

20459 Hamburg

International

All rights reserved. No part of this manual or the corresponding program may be reproduced or copied in any form (print, photocopy or other process) without the written permission of CoreMedia GmbH.

Germany

Alle Rechte vorbehalten. CoreMedia und weitere im Text erwähnte CoreMedia Produkte sowie die entsprechenden Logos sind Marken oder eingetragene Marken der CoreMedia GmbH in Deutschland. Alle anderen Namen von Produkten sind Marken der jeweiligen Firmen.

Das Handbuch bzw. Teile hiervon sowie die dazugehörigen Programme dürfen in keiner Weise (Druck, Fotokopie oder sonstige Verfahren) ohne schriftliche Genehmigung der CoreMedia GmbH reproduziert oder vervielfältigt werden. Unberührt hiervon bleiben die gesetzlich erlaubten Nutzungsarten nach dem UrhG.

Licenses and Trademarks

All trademarks acknowledged.

December 11, 2023

1. Preface
1.1. Audience
1.2. About this Manual
1.3. Typographic Conventions
1.4. Change Record
2. Basic Concepts
2.1. Production and Live Environments
2.2. Content Items and Folders
2.3. Content and Site Model
2.3.1. Simple Example Website Structure
2.3.2. Structure of a Website
2.3.3. Layout of a Website
2.3.4. Business Content of a Website
2.3.5. Grouped Content
2.3.6. Active Content
2.4. CoreMedia Studio User Interface
2.4.1. Content App
2.4.2. Workflow App
2.4.3. Keyboard Shortcuts
2.5. Permissions and Rights
2.6. Versions
2.7. Notifications
2.8. Validators
2.9. Workflows
2.10. Multi-Site and Multi-Language
2.11. Personalization
2.12. Elastic Social
2.13. Product Catalogs
2.13.1. Local product catalog
2.13.2. Commerce Integration
2.14. Asset Management
3. Administration
3.1. Studio Hardware Requirements
3.2. Preparing the Browser
3.2.1. Spell Checking
3.2.2. Deactivating Pop-up Blocker in Firefox
3.3. Changing Settings
3.3.1. Changing your password
3.3.2. Changing the language of the GUI
3.3.3. Configuring the Information displayed in the Site Chooser Button
3.3.4. Configuring the Behavior of the Publish Button
3.3.5. Enabling Colorful Content Type Representation in Studio
3.3.6. Configure Preferred Types for New Content
3.3.7. Disabling the Auto-Hiding of Form Tabs
3.3.8. Disabling the Highlighting of Preview Content on Mouseover
3.3.9. Configuring Scrollbars in the Device Preview
3.3.10. Selecting a Preferred Site
3.3.11. Configuring a Warning for Large Content Operations
3.3.12. Configuring Available Comment Categories
3.3.13. Disabling the Validation for Translation Workflows
3.3.14. Configuring Warnings
3.3.15. Configuring Elastic Social
3.3.16. Editing Mail Templates
3.3.17. Defining Default Folders for Quick Create
3.4. Getting Technical Information
3.5. Managing Users and Groups
3.5.1. Opening the User Manager
3.5.2. Searching for Users and Groups
3.5.3. Creating a New User
3.5.4. Creating a New Group
3.5.5. Adding, Deleting and Editing Rules
3.5.6. Defining Rights on Folders
3.5.7. Rights recommendations
3.6. Hiding Studio Form Components
3.7. Editing Rich Text Source Code
4. Working With Content
4.1. CoreMedia Studio: log in and log out
4.2. Using the Dashboard
4.2.1. Adding Widgets
4.2.2. Reloading Widgets
4.2.3. Removing Widgets
4.2.4. Scaling Widgets
4.2.5. Adding Site Performance Widgets
4.3. Locating Content
4.3.1. Using Quick Search
4.3.2. Creating Search Folders
4.3.3. Deleting a Search Folder
4.3.4. Using Search Folders
4.3.5. Navigating in the Library
4.3.6. Finding Content Items that Link
4.3.7. Opening Content Items From the Form View
4.3.8. Opening Content Items from the Preview
4.3.9. Showing Content Items in the Library
4.4. Editing the Content Structure
4.4.1. Creating Content
4.4.2. Moving, Copying and Renaming Content Items
4.4.3. Deleting and Restoring Content Items
4.5. Editing the Navigation Structure
4.5.1. Editing the Layout
4.5.2. Creating a Navigation Node
4.5.3. Adding a Sitemap
4.5.4. Hiding Page from Navigation or Sitemap
4.6. Editing Content
4.6.1. Checking out and Checking in Content Items
4.6.2. Comparing Versions
4.6.3. Rich Text Editing
4.6.4. Editing Struct Properties
4.6.5. Editing Link Lists
4.6.6. Managing Files
4.6.7. Editing Images
4.6.8. Editing Image Maps
4.6.9. Advanced Teaser Management
4.6.10. Editing 360°-Views
4.6.11. Editing Shoppable Videos
4.6.12. Editing Top-N Lists
4.6.13. Setting a Displayed Date
4.6.14. Time Dependent Visibility
4.6.15. Working with Authors
4.6.16. Metadata Management
4.7. Managing Content
4.7.1. Bookmarking Content
4.7.2. Publishing Content
4.7.3. Translating Content
4.7.4. Synchronizing Content
4.7.5. Working With Projects
4.7.6. Getting Analytics Feedback
4.7.7. Getting Keyword Recommendations
4.7.8. Checking Content in External Preview
4.7.9. Uploading Content to Salesforce Marketing Cloud
4.7.10. Adding Comments on Content Properties
5. Working with Assets
5.1. Extracted Metadata
5.2. Creating Assets in Studio
5.3. Creating Pictures from Assets
5.4. Creating Videos from Assets
5.5. Categorizing Assets
5.6. Searching for Assets
5.7. Publishing Assets
5.8. Configuring the Asset Download Portal
6. Working with Product Catalogs
6.1. Using the CoreMedia Product Catalog
6.1.1. Creating a New Category
6.1.2. Creating a New Product
6.1.3. Copying Products
6.1.4. Editing the Category Hierarchy
6.1.5. Deleting Products and Categories
6.1.6. CoreMedia Product Catalog Content Mode
6.2. Working with Commerce Content
6.2.1. Accessing Commerce Content in Studio
6.2.2. Adding Commerce Content to CMS Pages
6.2.3. Adding CMS Content to Your Shop
7. Working with Personalized Content
7.1. Working with Client-Side Personalization
7.1.1. Working with Client-Side Experiences
7.1.2. Working with Client-Side Segments
7.1.3. Previewing Client Personalization
7.2. Working with Server-Side Personalized Content
7.2.1. Managing Personalized Content
7.2.2. Working With Personalized Searches
7.2.3. Creating Customer Segments
7.2.4. Working with Customer Personas
7.2.5. Working with the Context Inspector
8. Working with User Generated Content
8.1. Working with Comments and Reviews
8.1.1. Opening the Moderation View
8.1.2. Filtering the List of Moderated Items
8.1.3. Approving or Rejecting a Comment
8.1.4. Prioritize a Content
8.1.5. Editing a Comment
8.1.6. Working with the Blacklist
8.1.7. Opening Corresponding Contents
8.1.8. Writing Comments
8.1.9. Annotating Users
8.1.10. Browse and Search all Comments
8.1.11. Transfer Comments in the Repository
8.1.12. Preview Integration
8.2. Working with Users
8.2.1. Opening a User Profile
8.2.2. Editing a User Profile
8.2.3. Prioritize Users
9. Reference
9.1. Content Types
9.2. Conditions
10. Support
Glossary
Index

List of Figures

2.1. Architecture of a CoreMedia CMS system
2.2. Folder properties
2.3. Collection and its subtypes in search results
2.4. The Article content item in Studio
2.5. Content type chooser in the library
2.6. Simplified site structure
2.7. Navigation children and navigation on page
2.8. Site Indicator linking to the root page
2.9. Different layout variants of the same Collection
2.10. Different page grids with the page grid navigation shown in the preview
2.11. Locked Footer Bar
2.12. Potrait Banner layout of a collection
2.13. Action items in a page
2.14. The workspace
2.15. Zooming in the Preview
2.16. Adapt the Preview for different devices
2.17. Highlight Placements in the preview
2.18. The Control Room
2.19. Project tab in Studio
2.20. Your projects in the Control Room
2.21. Moderation View
2.22. User Manager GUI
2.23. User Management View
2.24. The Library
2.25. Studio with docked Library
2.26. The Publication window
2.27. Feedback Hub
2.28. Content Hub
2.29. The Dashboard
2.30. Localization status: Up-to-date
2.31. Localization status: Disabled – in this case for English (Canada)
2.32. Localization status: Outdated
2.33. Starting Workflow App from the Main Menu of Studio
2.34. Workflow app main view
2.35. Opened workflow in Workflow app
2.36. Workflow App in split-screen mode with Content App
2.37. Studio shortcuts
2.38. Rules attached to a group
2.39. Check effective rules
2.40. Editing history of a content item
2.41. Notifications
2.42. Validators in the Form
2.43. Searching for issues in content
2.44. Starting a publication workflow
2.45. Starting your workflows in the Control Room
2.46. Managing workflows in the Workflow App
2.47. Preferred site in the Library
2.48. Side-by-side view showing the master relationship
2.49. Sites Window
2.50. Personalized Content Example
2.51. Customer Persona Selector and overview
2.52. Studio with local catalog items
2.53. Library with eCommerce content
2.54. Tooltip with catalog name
3.1. Enabling spell checking
3.2. Editing Permissions in Firefox
3.3. Site Chooser button with information
3.4. Publish button in the Action toolbar
3.5. Change behavior of the publish button in the Action toolbar
3.6. Preferred Types New Content Selection
3.7. Preferred Types in the New Content Menu (Library)
3.8. Preferred Types in the New Content Menu
3.9. Mobile device preview with scrollbars
3.10. Site selector
3.11. Configuring available filter categories for comments
3.12. Disabling the workflow validation for a translation workflow
3.13. Enable workflow warnings
3.14. Elastic Social configuration in a Settings content item
3.15. Quick Create an Article
3.16. Editor Preferences
3.17. Global Settings Folder
3.18. Folder paths in Content Creation content
3.19. The About window
3.20. Open User Manager
3.21. Search fields
3.22. Create new user with button
3.23. Create new user with icon
3.24. Create new user popup windows
3.25. Set home folder and group membership
3.26. Check effective rules
3.27. Create new group
3.28. Create new group
3.29. Create a new group popup windows
3.30. Set group members and membership
3.31. Check effective rules
3.32. Adding rules
3.33. Create rule pop-up
3.34. Open the Properties window
3.35. Add rules to folder
3.36. Configure Content Form Button
3.37. Content Form Configuration Dialog
3.38. Content Form Configuration Button after Configuration
3.39. Enabling source code editing
4.1. The login window
4.2. Adding a widget
4.3. Widget in configuration mode
4.4. Scale widget
4.5. Site Performance Statistics Widget
4.6. Configuration of Widget for Site Performance Statistics
4.7. Quick Search Dialog
4.8. Quick Search Results
4.9. Creating a search folder
4.10. Search Folders
4.11. Hiding columns
4.12. Full-text search options
4.13. Filter your results
4.14. The Tree view
4.15. Content items linking to this content item
4.16. Linklist with context menu
4.17. Context menu in the preview
4.18. Context menu in Preview
4.19. Open in library
4.20. Article creation
4.21. Page form
4.22. New Gallery dialog
4.23. The Query List Editor
4.24. Items with fixed position
4.25. Drag file in Library
4.26. Upload document with wrong MIME type into a media link list
4.27. Upload dialog
4.28. Topic page for keyword Press
4.29. Default topic page
4.30. Link to a topic page as a tag
4.31. Topic page creation dialog
4.32. Custom topic page for the keyword "Young"
4.33. Changing the name of a folder
4.34. Locked Navigation Bar placement in a sub page
4.35. Selecting layout variant in placement of a Page content item
4.36. Page creation dialog
4.37. Page from Template dialog
4.38. Adding a Sitemap
4.39. The Sitemap type
4.40. Comparison view
4.41. Get the list of changes
4.42. Rich text change highlighting
4.43. Selecting another version
4.44. A simple text field and a rich text field
4.45. Paragraph styles
4.46. Language menu for code block
4.47. Choose a style
4.48. Create a link
4.49. Select more options
4.50. Enter size of table
4.51. Select table
4.52. Inserting paragraphs
4.53. Contextual toolbar
4.54. Edit rows menu
4.55. Merge Cells menu
4.56. Drag image into a rich text field
4.57. Editing an image
4.58. Find text in rich text
4.59. Find text in rich text
4.60. Struct editor in a Settings content item
4.61. Select content type for Link
4.62. Context menu for struct entry
4.63. A Split button with available options
4.64. LinkList with several entries
4.65. Example of a link list
4.66. Search for content in the link list
4.67. Drag image into link list
4.68. Annotated link list with changed default state of link list item
4.69. Visible from annotation in placements
4.70. A field for external files
4.71. Cropping images
4.72. Overview with all selection frames
4.73. Moved focus point with automatically arranged 1:1 crop
4.74. Decoupled selection frame
4.75. The crop is too small
4.76. Enlarged image with white background
4.77. Move focus point
4.78. Effect of rotation on the selection frames
4.79. Exposure controls
4.80. Undo steps
4.81. Reset to initial state
4.82. Hot Zones in an image map (pop-up)
4.83. Hot Zones in an image map (inline)
4.84. Configuring image maps
4.85. Creating hot zones with an inline overlay zone selected for editing
4.86. Open Teaser field
4.87. Select style for movable teaser text
4.88. Formatting text
4.89. Position text
4.90. Example style definition
4.91. Call-to-action button in teaser view
4.92. Call-to-action checkbox in teasable content item
4.93. Call-to-action checkbox in Teaser content item
4.94. Images of a dress with a slight counterclockwise rotation
4.95. The shoppable video editor
4.96. Site preview with shoppable video
4.97. Dynamic Elastic Social List
4.98. Setting a Displayed Date
4.99. The Validity field
4.100. Icons for validity
4.101. The visibility
4.102. Time Travel dialog
4.103. Authors
4.104. Query List with taxonomy condition
4.105. Categorized Article
4.106. Tag chooser
4.107. Taxonomy filter in the Library
4.108. The taxonomy editor
4.109. Adding a new tag
4.110. Check for linking content items
4.111. Bookmark in the Preview
4.112. Bookmark in the Library
4.113. Current state of the content item
4.114. Start Publication Workflow Window from Action Toolbar
4.115. Start Publication Workflow Window
4.116. Selecting a group or user
4.117. Warning because of missing rights
4.118. Content form showing a locked content item
4.119. Abort workflow
4.120. Offered Reviewed Publication Workflow in the Control Room
4.121. Accepted workflow
4.122. Next steps for Reviewed Publication workflow
4.123. Compose Task of Reviewed Publication Workflow in the Control Room
4.124. Offered Compose Task of Reviewed Publication Workflow
4.125. Publication window with problems
4.126. Dialog when content has incoming links
4.127. Sites Window
4.128. Derive a site dialog
4.129. Derived Site in Sites Window
4.130. Translation State Dashboard Widget
4.131. Translation State Library Filter
4.132. Side-by-Side view
4.133. Translation workflow detail panel
4.134. Download XLIFF file
4.135. Translation Workflow Window
4.136. Translation workflow panel
4.137. Aborting translation workflow in Control Room
4.138. Aborting translation workflow in Workflow App
4.139. Sites Window
4.140. Derive a site dialog
4.141. Derived synchronized sites
4.142. Localization Workflow Window
4.143. Warning for deselected subsites
4.144. Uncheck the synchronization checkbox
4.145. Newly created project
4.146. Withdrawal error window
4.147. Withdrawal project
4.148. About this Project section of a project
4.149. Content field of the project tab
4.150. The Members section of the project tab
4.151. Add Members dialog
4.152. Add members window with selected group
4.153. Removing members from a project
4.154. New to-do
4.155. Selecting a user
4.156. Calendar of a project
4.157. Completed to-do
4.158. Dragging to-dos
4.159. Filtered to-dos
4.160. Publish all in the Project window
4.161. Start publication workflow context menu
4.162. Publish selected items
4.163. Localize all
4.164. Withdraw all from Project
4.165. Context menu of the project tab
4.166. Deletion of a project
4.167. Page Impression History for 7 days
4.168. Feedback Hub Window with keywords from Imagga system
4.169. Nagbar showing Error during the loading of keywords
4.170. Preview dialog
4.171. External Preview menu
4.172. Preview dialog
4.173. Upload progress
4.174. Uploaded assets
4.175. Editorial Comments in the Content Form
4.176. Editorial Comments in the Feedback Hub
5.1. Picture Asset content item
5.2. IPTC metadata setting in Photoshop
5.3. Metadata for Assets
5.4. Create picture from asset button
5.5. Newly created picture shown in Picture Asset
5.6. Product linked by picture
5.7. Create video from asset button
5.8. Newly created video shown in Video Asset
5.9. Taxonomy for assets
5.10. Add category to asset
5.11. Download portal with Asset
5.12. Select property for publication
5.13. Asset download portal
5.14. Configuration of the download portal
6.1. Editing the CoreMedia product catalog
6.2. Newly created product
6.3. Choose how to copy product
6.4. The CoreMedia product catalog preference tab
6.5. CoreMedia product catalog as content
6.6. Catalog Lost And Found
6.7. eCommerce content in Library
6.8. Commerce product opened in Studio
6.9. Search for product
6.10. Search for product variants
6.11. Search picture content items assigned to a product
6.12. Found picture content items assigned to a product
6.13. New product teaser
6.14. Example of a product list
6.15. CMS content in product list
6.16. Augmented categories in the tree view of the Library with specific icon
6.17. Creating an e-Marketing spot
6.18. Newly created e-Marketing spot
6.19. Commerce website with CMS content
6.20. Example of a page with a page grid for fragment use. The placements that corresponds to the commerce layout are highlighted in blue and are the only ones that can be edited.
6.21. Decision diagram
6.22. Add widget to slot in Salesforce
6.23. Add widget to slot in SAP Commerce
6.24. Add widget to Slot in Connector for HCL Commerce
6.25. Configure CoreMedia Content Widget
6.26. Creating page for Content Display
6.27. Augment a category
6.28. Newly created augmented category
6.29. Augmented Category with content
6.30. Augment PDPs through a category
6.31. Newly created augmented category
6.32. Augment a Product
6.33. Newly created augmented product
6.34. Navigation Settings for another page
6.35. Product detail page with image gallery and download content
6.36. Assign a product to a picture
6.37. Assign a product to a picture
6.38. Set Product Image URLs in Management Center
6.39. Set default catalog picture in Studio
6.40. Enabling editing of navigation
6.41. New page with inherited header and footer
6.42. New page in navigation
6.43. Make navigation editable
6.44. Added category in navigation
6.45. Hide from navigation
7.1. Define an experience
7.2. Information window for an experience
7.3. Update experience variants
7.4. Synchronizing variants
7.5. Segmentation Content Item
7.6. Select preview from the linklist toolbar
7.7. Preview in Preview Toolbar
7.8. An empty Personalized Content content item
7.9. Drag content
7.10. Add condition button
7.11. Select condition type
7.12. Define the condition
7.13. Three combined conditions
7.14. Delete a content item
7.15. Drag and drop the rule
7.16. The Personalized Search content item
7.17. Create a condition in a segment
7.18. Use Segment in Personalized Content
7.19. Editing Customer Personas in CoreMedia Studio
7.20. Customer Persona GUI
7.21. Assign value to implicit interest
7.22. SFMC Journey
7.23. Commerce Customer Segment
7.24. Selecting a Customer Persona
7.25. Opening the Context Inspector
7.26. Context Inspector showing persona context
8.1. Moderation View
8.2. Prioritized comments
8.3. Applying filters to the list of comments and users
8.4. Select the email window and reject comment
8.5. Select the email window and restore last comment or user
8.6. Comment with highlighted word from the blacklist
8.7. Open the target content in the Form
8.8. Show curated content list in the Form
8.9. The annotation field
8.10. All comments view
8.11. Create Article from comments
8.12. Article created from the comment
8.13. Comment highlighting in the preview
8.14. Comment highlighting in the preview
8.15. User Profile View
8.16. Open user profile from the Moderation View
8.17. Search window with suggestions for your search
8.18. Results of the search
8.19. Reset the profile
8.20. Editing the current email
8.21. Prioritize Users
9.1. Date condition example
9.2. Time condition example
9.3. Date and time condition example
9.4. String condition example
9.5. Enum condition example
9.6. Segment condition example
9.7. SFMC Journey condition example
9.8. Commerce segment condition example
9.9. Keyword condition example
9.10. Percentage keyword condition example
9.11. Example of a Boolean condition

List of Tables

1.1. Typographic conventions
1.2. Pictographs
1.3. Changes
2.1. Key icons in the Header Bar
2.2. Workflow Lists
2.3. Feedback Hub Feature Set
2.4. Content Hub Feature Set
2.5. Rights icons
2.6. Example groups
2.7. Group rights
2.8. Icons for starting workflows
2.9. Site icons
3.1. Recommended rights
4.1. Dashboard Icons
4.2. Icons for content item creation
4.3. Icons for managing content
4.4. Icons for managing content
4.5. Icons for Deletion and Restoring
4.6. Layout icons
4.7. Properties for the Page
4.8. Properties for the Page
4.9. Apply changes icons
4.10. Supported Markdown shortcodes
4.11. Toolbar Elements
4.12. Text formatting icons
4.13. Link editing icons
4.14. Table editing icons
4.15. Image icons
4.16. Formatted Text - Content related Keyboard Shortcuts
4.17. Struct editor icons
4.18. Names of link list icons
4.19. Buttons for cropping images
4.20. Icons for flipping and rotating
4.21. Icon for exposure changes
4.22. Icons for undo and redo
4.23. Icon for resetting to initial state
4.24. Configurable properties for a teaser overlay style
4.25. Configurable properties for the 'style' sub struct
4.26. Time dependent visibility icon
4.27. Taxonomy icons
4.28. Publication State icons
4.29. Options to finish a workflow
4.30. Options to finish a workflow
4.31. Icons for Publication Actions without Workflow
4.32. Icon for Withdrawal
4.33. Icons for Translation
4.34. Icons for Synchronization
4.35. Icons for project management
6.1. Icons for working with commerce
6.2. Fields of product list
6.3. Placeholders for URL parameters
6.4. CoreMedia Product Asset Widget configuration options
9.1. Content types of CoreMedia Blueprint
9.2. Logical operators

Search Results

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