C5  Tutorial: Dashboard

A quick cheat sheet for some key Concrete5 dashboard actions

 

Using The Dashboard

The concrete5 Dashboard is where you can change the settings that control how your site operates.

The following explains some key dashboard activities for managing your web site.

Further information is available on the Concrete5 Documentation.


To Access the Dashboard

You will need to log in into the site as an administrator. At the bottom of the page there is a “Site Admin: Sign In” link.

Click that and sign in with your username and password.

A new menu bar will appear at the top of each page with a “Dashboard” button in the top right.

Hover your mouse over this button to have quick access to some common features or click the "Dashboard" button to go to the full dashboard.

Top Tips:
  • For quick access to a specific dashboard feature type it in the "Intelligent Search" bar on the top right and select it in the results list.
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Site Map

You can manage all the pages of your site with the sitemap tools.

The full sitemap view shows you the hierarchy of your website pages.

Left clicking on a page name gives you a menu of options You may want to famliarise yourself with the following:

  • Select "Properties" if you wish to change a pages name, address and settings.
  • Select "Design" if you wish to change the theme or page type that this page is based on.
  • Select "Versions" if you wish to return the page to a previously saved version. Very useful if you saved changes to the page that didn't go right.
  • Select "Delete" if you wish to remove a page - Be careful, but you will find them in the "Trash" if you need them again!
  • Select "Add Page" if you wish to add a new page below this one.

There are some useful drag and drop options that are also available form the Full Sitemap.

  • To reorder the navigation of your site click and drag the page icon. A small black line shows where you are dragging it to.
  • Depending on where you drop it you can choose in the dialog box that pops up to "Move the page", "Make a new copy" or "Make an alias".

Top Tip:

  • Drag and drop on the sitemap and choose make copy is the easiest way to add a new page of similar content to your site.

Further information available on the Concrete5 Documentation.

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File Manager

You can manage all the assets of your website site with the File Manager.

This includes images, movies and documents which the File Manager keeps organised.

Its an essential dashboard feature that you will need to be familiar with as any assets you want to put in a page will be selected from here.

Here's some of the useful things you can do from the File Manager.

  • Use the "Keywords" search box to filter which assets are on view.
  • Create "Sets" of related assets. This tags the assets and makes finding related images easier. It is used by some content blocks as a shortcut e.g. adding pictures to slideshows.
  • Select a number of different images and chose options from "With Selected" drop down box.
  • Add files individual files by clicking the "browse button", locating it on your computer and then clicking the "Upload File" button.
  • If you wish to upload multiple files use the "Upload Multiple" button. Some understanding of ftp or having your files already online somewhere is required for this.

Top Tips

  • Hover over an assets thumbnail to see a larger version of an image.
  • Left click on an assets thumbnail and a menu of other actions will become available. 
  • When adding images to slide shows you can add multiple files in one go. Click the tick box for all the wanted images and then select "choose" from the "With Selected" drop down box.
  • To save time if you want to add a new version of a file do not upload it as a new file. Instead left click on the assets thumbnail and choose "Replace". The file manager will keep track of all the version changes should you need to roll back and the assets will be automatically updated wherever you have used it on your website.

Further information available on the Concrete5 Documentation.

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Pages & Themes

You can change how your site looks using page types and themes.

"Page Types" are re-useable templates that govern the lay out of features on a page. For example you may want to change a page from being displayed full width to having a main section and a sidebar.Each takes the same blocks you have placed on a page and puts them in a new location.

Page types are usually setup in the site design process and you can manage them from the dashboard.

To change a layout of a page go to the page and hover over the "Edit button". From the pop up menu select "Design". On the top row you will find a selection of different page types available to you. Select one and click save.

"Themes" control the overall look of your site - colours, fonts, type size etc.

From the dashboard a theme can be applied to the whole site in one click.

To change a theme of a specific page go to the page and hover over the "Edit button". From the pop up menu select "Design". On the bottom row you will find a selection of different themes available to you. Select one and click save.

 

Its an essential dashboard feature that you will need to be familiar with as any assets you want to put in a page will be selected from here.

Top Tips

  • Explore changing "Page Types" and "Themes" freely as its very easy to swap the changes back or revert to an early version of you page.
  • If you find when changing "Page Types" some of your content disappears then copy the content to the clipboard before changing the "Page Type" and then paste it into the new areas after the page type change.

Further information available on the Concrete5 Documentation.

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Backup & Restore

It is wise to make regularly backups of your site. That way if you make a real mess doing edits or it gets hacked you can easily roll back to a time when everything was good.

The easiest way to get to the Backup page is to type "Backup" in the intelligent search box in the top right of your page and click up Back from the results list.

To create a new backup click the "Run Backup" button. It's recommended to leave the "Use Encryption" tick box unticked unless you have a particularly sensitive site.

To restore a backup look at the dates in the list of existing backups and choose a suitable backup and click the "Restore" button.

Top Tips

  • BEFORE doing any "Restore" actions "Create" a new back up so you can easily bring the site back to its current version if you need to.

Further information available on the Concrete5 Documentation.

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