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Use the author instance to create a new community site

  • sign in with administrator privileges
  • from global navigation : Navigation, Communities, Sites

The Communities Sites console provides a wizard to guide one through the steps of creating a community site.  It is possible to move forward to the Next step or Back to the previous step before committing the site in the final step.

To get started creating a new community site :

  • select the  Create button
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Step 1 : Site Template

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On the Site Template step, enter a title, description, the name for the URL, and select a community site template, for example :

  • Community Site Title : Getting Started Tutorial
  • Community Site Description : A site for engaging with the community.
  • Community Site Root : (leave blank for default root /content/sites)
  • Community Site Base Language: (leave untouched for single language : English)
  • Community Site Name : engage
    • double-check the name as it is not easily changed after the site is created
    • the initial URL will be displayed underneath the Community Site Name
    • for a valid URL, append a base language code + ".html"
      for example,  http://localhost:4502/content/sites/engage/en.html
  • Template : pull down to choose Reference Site

Select Next

Step 2 : Design

The Design step is presented in two sections for selecing the theme and branding banner :

COMMUNITY SITE THEME

Select the desired style to apply to the template.  When selected, the theme will be overlayed with a check mark.

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COMMUNITY SITE BRANDING

(optional) Upload a banner image to display across the site pages.   The banner is pinned to the left edge of the browser, between the community site header and menu (navigation links).  The banner height is cropped to 120 pixels.  There is no resizing of the banner to fit the width of the browser and 120 pixel height.

 

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Select Next.

Step 3 : Settings

On the Settings step, before selecting Next, notice there are seven sections providing access to configurations involving user management, tagging, moderation, group management, analytics, translation and enablement.

Visit the Getting Started with AEM Communities for Enablement tutorial to experience working with the enablement features.

USER MANAGEMENT

Check all checkboxes for User Management

  • to allow site visitors to self-register
  • to allow site visitors to vew the site without signing in
  • to allow members to send and receive messages from other community members
  • to allow the use of Cpatcha to verify registration is by a person, not a robot
  • to allow signing-in with Facebook instead of registering and creating a profile
  • to allow signing-in with Twitter instead of registering and creating a profile

Nota:

For a production environment, it is necessary to create custom Facebook and Twitter applications.  See Social Login with Facebook and Twitter.

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TAGGING

The tags which may be applied to community content are controlled by selecting AEM namespaces previously defined through the Tagging Console (such as the Tutorial namespace).

Finding namespaces is easy using type-ahead search.  For example,

  • type 'tut'
  • select Tutorial
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ROLES

The roles of community members are assigned with these settings.

For the purpose of getting started and experiencing the site signed in as a community moderator, identify a member as a community manager and moderator.  

Finding community members is easy using type-ahead search.  For example, 

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MODERATION

Accept the default global settings for moderating user generated content (UGC).

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ANALYTICS

If Adobe Analytics is licensed and an Analytics cloud service and framework have been configured, then it is possible to enable Analytics and select the framework.

See Analytics Configuration for Communities Features.

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TRANSLATION

The Translation settings specify the base language for the site as well as whether or not UGC may be translated and into which language, if so.

  • check Allow Machine Translation
  • leave default languages selected for translation by the default Machine Translation service
  • leave default translation provider and config
  • there's no need for a global store because there are no language copies
  • select Translate entire page
  • leave default persistence option
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ENABLEMENT

Leave empty when creating an engagement community.  

For a similar tutorial to quickly create an enablement community, see Getting Started with AEM Communities for Enablement.

 

Select Next.

Step 4 : Create Communities Site

Select Create.

 

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When the process completes, the folder for the new site is displayed in the Communities - Sites console.

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Publish the New Community Site

The created site should be managed from the Communities - Sites console, the same console from where new sites may be created.

After selecting the community site's folder to open it, hover over the site icon such that four action icons appear :

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From left to right they are :

  • Open Site
    select the pencil icon to open the community site in author edit mode, to add and/or configure page components
  • Edit Site
    select the properties icon to open the community site for modification of properties, such as the title or to change the theme
  • Publish Site
    select the world icon to publish the community site (to localhost:4503 by default)
  • Export Site
    select the export icon to create a package of the community site that is both stored in package manager and downloaded.
    Note that UGC is not included in the site package.
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Nota:

If not using the default port 4503 for the publish instance, then edit the default replication agent to set the port number to the correct value.

On the author instance, from the main menu

  1. navigate to Tools > Operations > Replication menu
  2. select "Agents on author"
  3. select "Default Agent (publish)"
  4. next to "Settings" select "Edit"
  5. in pop up dialog for Agent Settings, select Transport tab
  6. in URI, change the port number, 4503, to the desired port number
    • for example, to use port 6103 : 
          http://localhost:6103/bin/receive?sling:authRequestLogin=1
  7. select "OK"
  8. (optional) select 'Clear' or 'Force Retry' to reset the replication queue

Select Publish

After ensuring the publish server is running, select the world icon to publish the community site.

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When the community site has been successfully published, a message briefly appears :

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Notice New Community User Groups

Along with the new community site, new user groups are created which have the appropriate permissions set for various administrative functions.  For details, visit User Groups for Community Sites.

For this new community site, given the site name "engage" in Step 1, the four new user groups may be seen from the Groups console (global navigation : Communities, Groups) in the touch-optimized UI :

  • Community Engage Cpommunitymanagers
  • Community Engage Groupadministrators
  • Community Engage Members
  • Community Engage Moderators
  • Community Engage Privilegedmembers
  • Community Engage Sitecontentmanager

Notice that Aaron McDonald is a member of

  • Community Engage Cpommunitymanagers
  • Community Engage Moderators
  • Community Engage Members (indirectly as a member of Moderators group)
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http://localhost:4503/content/sites/engage/en.html

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Configure for Authentication Error

Once a site has been configured and pushed to publish, configure login mapping (Day CQ Login Selector Authentication Handler) on the publish instance.  The benefit is that when login credientials are not entered correctly, the authentication error will redisplay the community site's login page with an error message.

Add a Login Page Mapping as

  • /content/sites/engage/en/signin:/content/sites/engage/en

Optional Steps

Change the Default Home Page

When working with the publish site for demonstration purposes, it might be useful to change the default home page to the new site.

To do so requires using CRX|DE Lite to edit the resource mapping table on publish.

To get started

  1. on publish, sign in with administrator privileges
  2. browse to http://localhost:4503/crx/de
  3. in the project browser, expand /etc/map
  4. select the http node
    • select Create Node
      • Name localhost.4503
                   (do not use ':')
      • Type sling:Mapping
  5. with newly created localhost.4503 node selected
    • add property
      • Name sling:match
      • Type String
      • Value localhost.4503/$
                   (must end with '$' char)
    • add property
      • Name sling:internalRedirect
      • Type String
      • Value /content/sites/engage/en.html
  6. select Save All
  7. (optional) delete the browsing history
  8. browse to http://localhost:4503/
    • arrive at http://localhost:4503/content/sites/engage/en.html

Nota:

To disable, simply prepend the sling:match property value with an 'x' - xlocalhost.4503/$ - and Save All.

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Troubleshooting : Error Saving Map

If unable to save changes, be sure the node name is localhost.4503, with a 'dot' separator, and not localhost:4503 with a 'colon' separator, as localhost is not a valid namespace prefix.

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Troubleshooting : Fail to Redirect

The '$' at the end of the regular expression sling:match string is crucial, so that only exactly http://localhost:4503/ is mapped, else the redirect value is prepended to any path that might exist after the server:port in the URL.  Thus, when AEM tries to redirect to the login page, it fails.

Modify the Site

After the site has been initially created, authors may use the Open Site icon to perform standard AEM authoring activities.

In addition, administrators may use the Edit Site icon to modify properties of the site, such as the title.

After any modification, remember to Save and re-Publish the site.

Nota:

If not familiar with the touch-optimized UI, view the documentation on basic handling and a quick guide to authoring pages.

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