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Setup and configuration

Before you use the Microsite wizard, you will need to set up and configure a few things first.

Set up wizard user groups

We recommend that you create at least two user groups eg. Wizard_Editors and Wizard_Approvers so you can batch-set and refine permissions for your microsite later on.

Wizard_Approvers

The permissions for this high level user role could allow users in the group to Create, Edit, Approve, Archive, Delete and View.

Wizard_Editors

A user in this group could have Create and Edit permissions.

Assign wizard groups to project

  1. Open the Management Console and click to expand the Project Overview section.
  2. Press on Groups. The Assigned User Groups table will open.
  3. Click Add Group(s). The Add User Groups table will open and display a list of any unassigned user groups.
  4. Check the box on the left of your wizard groups. Click Save.

Note: All user groups that you want to be able to access later in the microsite wizard must begin with 'Wizard_'

Set up template and site elements folders 

  1. Create two new folders, one for templates and one for assets.
  2. Right click on the folder that you want to be your Microsite Wizard Templates Folder and press Properties. The Folder Properties screen will appear.
  3. Select the Advanced Options tab and scroll down to the Microsite section. Check the Enable as microsite template folder box.
  4. Press Browse, the CMS Content Browser screen will appear. Select the folder (that will contain assets such as templates, CSS, JavaScript etc) to be your Microsite Wizard Site Elements Folder and click Save

Assign template permissions for wizard groups 

  1. Right click on your microsite template folder, press on Properties. The Folder Properties grid will open.
  2. Navigate across to the Templates tab. The available templates will be displayed in a list.
  3. Click the Permissions icon on the far right. The Templates User Group Permissions window will appear.
  4. Click Add User Group(s), the Unassigned User Groups for Content Type table will be displayed with a list of all the available unassigned groups.
  5. Check the box to the left of the wizard groups you want to add and press on Save Selection. The Templates User Group Permissions table will be displayed.
  6. Set the permissions as appropriate for your wizard groups and click Close. You will be returned to the Folder Properties grid.
  7. Click the checkbox to the left of all the templates you want to propagate permissions for and then press Propagate template(s). The Propagation Permissions screen will be shown. Choose the level of propagation you wish to apply and click Apply Propagation. The permissions you set will now be applied to the templates for your microsite.

Content type permissions 

  1. Right click on your microsite template folder, press on Properties. The Folder Properties grid will open.
  2. Navigate across to the Content Types tab. The available content types will be displayed in a list.
  3. Click the Permissions icon on the far right. The Content Types User Group Permissions window will appear.
  4. Click Add User Group(s), the Unassigned User Groups for Content Type table will be displayed with a list of all the available unassigned wizard groups.
  5. Check the box to the left of the wizard user groups you want to add and press on Save Selection. The Content Types User Group Permissions table will be displayed.
  6. Set the permissions as appropriate for your wizard groups and click Close. You will be returned to the Folder Properties grid.
  7. Click the checkbox to the left of all the content types you want to propagate permissions for and then press Propagate Content Types(s). The Propagation Permissions screen will be shown. Choose the level of propagation you wish to apply and click Apply Propagation. The permissions you set will now be applied to the content types for your microsite.

Note: To use the microsite wizard you must be part of the user group Microsite Creators or the System Administrators group. You must have view permission for the microsite template folder and you must have folder create or admin privileges in the microsite destination folder.