- This page is designed to give an overview of basic handling when using the AEM author environment. It uses the Sites console as a basis.
- Some functionality is not available in all consoles and/or additional functionality is available in some consoles. Specific information about the individual consoles and their related functionality will be covered in more detail on other pages.
- Keyboard shortcuts are available throughout AEM. In particular when using consoles and editing pages.
By sheer definition a touch-optimized interface allows you to use touch to perform actions. These involve actions such as tap, touch-and-hold, swipe. Whereas the desktop operates with mouse actions such as click, double-click, mouseover (hover the mouse over the appropriate item). The touch-optimized UI is fully operational on the desktop as well and supports the required actions.
These dialogs are only seen by the admin user.
When you first login to a new AEM instance (using the touch-optimized UI) you will see a popup dialog that provides you with the option of configuring:
The header gives you access to:
- Global Navigation
Select the Adobe Experience Manager link to navigate between consoles.
- Marketing Cloud Solutions
- User Properties
- Rail options
The options presented depend on your current consoles. For example, in Sites you can select content only (the default), the timeline, references or filter side panel.
These allow you to navigate within a specific console; for example, through the levels of your website.
- Analytics time period selection (List view only); you can select data from the last 30 days, the last 90 days or this year.
- Create options (appropriate to the console/context).
You can switch between column view, card view, list view and the view settings.
You can navigate between the consoles using the global navigation panel. This is triggered (drop down) when you select the Adobe Experience Manager link (top left). You can use Close to return to your previous location.
Within a specific console you can navigate by selecting the appropriate resource and/or the breadcrumbs.
When you first login you are taken to the Projects console.
Console Purpose Assets
These consoles let you import and manage digital assets such as images, videos, documents and audio files. These assets can then be used by any website running on the same AEM instance. Communities This console allows you to create and manage community sites for engagement and enablement. Commerce This allows you to manage products, product catalogs and orders related to your Commerce sites. Forms This console allows you to create, manage, and process your forms and documents. Mobile This console allows you to manage your mobile applications. Personalization This console provides a framework of tools for authoring targeted content and presenting personalized experiences. Projects (Welcome) The Projects console gives you direct access to your projects and is also used as the Welcome screen for the touch-optimized UI. Projects are virtual dashboards. They can be used to build a team, then give that team access to resources, workflows and tasks, allowing people to work on a common goal.
Screens Screens will allow you to manage all your customer-facing screens, of any size and in any location. Sites The Sites/Websites consoles let you create, view and manage websites running on your AEM instance. Through these consoles you can create, copy, move and delete website pages, start workflows, and activate (publish) pages. You can also open a page for editing.
There is a separate panel for Tools (hammer); here each option in the side panel contains a range of sub-menus. The Tools consoles available here provide access to a number of specialized tools and consoles that help you administer your websites, digital assets and other aspects of your content repository.
Various actions are indicated by icons, with explanatory text, in the toolbar; these actions are dependent on:
- The current console.
- The current context.
- Whether you are in selection mode.
When you have selected a resource (e.g. page or asset), the icons available in the toolbar change to reflect the actions you can take on those specific items.
Due to the space restrictions in some windows, the toolbar can quickly become longer than the space available. When this happens additional options appears. Clicking/tapping on the three dots (...) opens a drop down selector holding all remaining actions. For example, after selecting a page in the Sites console:
The individual icons available are documented in relation to the appropriate console/feature/scenario.
In Card View certain actions, as well as being available in the toolbar, are available as quick action icons. Quick action icons are available for a single item at a time and eliminate the need for you to preselect.
The quick actions are visible when you mouseover (desktop device) a resource card. The quick actions available can depend on the console and context; for example, for a page in the Sites console:
Viewing, navigating and selecting are each conceptually the same across all views, but have small variations in handling, dependent on the view you are using.
Once you have selected a resource the top header is covered by the actions toolbar that provides access to actions currently applicable to the selected resource.
To exit selection mode select the X (e.g 1 selected X).
The column view allows for a visual navigation of a content tree through a series of cascading columns. This view allows you to visualize and traverse the tree structure of your website and replaces the tree view of the classic UI.
Selecting a resource in the leftmost column will display the child resources in a column to the right. Selecting a resource in the right column will then display the child resources in another column to the right and so on.
Shows information cards for each item at the current level. These provide information such as:
- a visual representation of the page content
- the page title
- important dates (such as last edited, last published)
- if the page is locked, hidden or part of a livecopy
- and, if appropriate, when you are required to take action as part of a workflow; markers that indicate required actions may be related to your notifications.
The timeline can be used to view and/or initiate events that have occured on the selected resource. To open the timeline column use the rail selector:
The timeline column allows you to:
- View various events related to a selected item.
- Add/view comments about the selected item. The Comment box is shown at the bottom of the list of events. Typing a comment (followed by Return) will register the comment; it is shown when Comments or Show All is selected.
- Specific consoles have additional functionality; for example, in the Sites console you can
References shows any connections to the selected resource; for example, in the Sites console references for pages show:
- Live copies
- Language copies
- Content references (e.g. content borrowed and/or lent by the Reference component)
This will open search with the appropriate location filters already set:
The classic UI provides a selection of consoles, using well-known mechanisms for navigating and initiating actions, including click, double-click and context menus.
Upon login the Welcome screen will be shown, this provides a list of links to consoles and services:
|Welcome||Provides an overview and direct access (via links) to the main functionality of AEM.|
||These consoles let you import and manage digital assets such as images, videos, documents and audio files. These assets can then be used by any website running on the same AEM instance.|
|Launches||This helps you manage your launches; these enable you to develop the content for a future release of one or more activated web pages.
Note: In the touch-optimized UI much of the same functionality is available in the Sites console, together with the References rail. If required, this console is available from the Tools console; select Operations, then Launches.
|Inbox||In many cases a number of people are involved in the sub-tasks of a workflow and each person must complete their step before handing off the work to the next person. The Inbox allows you to see notifications related to such tasks. See Working with Workflows.
|Publications||This console gives you access to Media Publisher, an Experience Manager add-on designed for creating media- and publishing-related content.|
|Tagging||The Tagging consoles let you administer tags. Tags are short names or phrases that you can use to classify and annotate pieces of content making it easier to find and organize them. For further information see Using and Managing Tags.|
|Tools||The Tools consoles provide access to a number of specialized tools and consoles that help you administer your websites, digital assets and other aspects of your content repository.|
|Users||These consoles let you manage access rights for users and groups. For full details see User Administration and Security.
|Websites||The Sites/Websites consoles let you create, view and manage websites running on your AEM instance. Through these consoles you can create, copy, move and delete website pages, start workflows, and activate (publish) pages. You can also open a page for editing.
|Workflows||A workflow is a defined series of steps that describes the process of completing some task. In many cases a number of people are involved in a task and each person must complete their step before handing off the work to the next person. The Workflow console lets you build workflow models and managing running workflow instances. See Working with Workflows.
The Websites console provides two panes for you to navigate and manage your pages:
- Left pane
This shows the tree structure of your websites and the pages within those websites.
It also shows information about other aspects or AEM, including projects, blueprints and assets.
- Right pane
This shows the pages (at the location selected in the left pane) and can be used for taking actions.
From here you can manage your pages using either the toolbar, a context menu or by opening a page for further actions.
The basic handling is the same across all consoles. This section concentrates on the Websites console as it is the primary console used when authoring.
On various consoles (e.g. Websites) there is also Help button is available, this will open either Package Share or the documentation site.
When editing a page the sidekick also has a button for accessing help.
The Websites console lists your pages of content in a tree structure (left hand pane). For ease of navigation, sections of the tree structure can be expanded (+) or collapsed (-) as required:
- A single click on the page name (in the left pane) will:
- List the child pages in the right pane
- Also expand the structure in the left pane.
For performance reasons this action is dependent on the number of children nodes. With a standard installation this method of expansion works when there are 30 or less child nodes.
- A double click on the page name (left pane) will also expand the tree, though as the page is opened at the same time this effect is not so obvious.
This default value (30) can be changed per console in your application specific configurations of the siteadmin widget:
- On the siteadmin node:
Set the value of the property:
- Or globally in the theme:
Set the value of:
See SiteAdmin in the CQ Widget API for more details.
|Thumbnail||Shows a thumbnail for the page.|
|Title||The title that appears on the page|
|Name||The name AEM refers to the page|
|Published||Indicates whether the page has been published and provides the publication date and time.|
|Modified||Indicates whether the page has been modified and provides the modification date and time. In order to save any modification, you must activate the page.|
|Scene7 Publish||Indicates whether the page has been published to Scene7.
|Status||Indicates the current status of the page, such as whether the page is part of a workflow or livecopy, or whether a page is currently locked.|
|Impressions||Shows the activity on a page in number of hits.|
|Template||Indicates the template that a page is based on.|
|In Workflow||Indicates when the page is in a workflow.|
|Locked by||Shows when a page has been locked and the user account that has locked it.|
|Live Copy||Indicates when the page is part of a live copy.|
To select the columns visible hover your mouse over a column title. A drop-down menu will be shown, from here you can use the Columns option.
|Published||Green||Publication was successful. Content is published.|
|Published||Yellow||Publication is pending. Confirmation of publication has not yet been received by the system.|
|Published||Red||Publication failed. There is no connection with the publish instance. This can also mean that the content was deactivated.|
|Published||blank||This page has never been published.|
|Modified||Blue||Page has been modified since the last publication.|
|Modified||blank||This page has never been modified, or has not been modified since the last publication.|
The classic UI uses well-known mechanisms for navigating and initiating actions, including click and double-click. Depending on the current situation, a range of context menus (usually opened with the right-mouse-button) are also available: