Introduction to UI Personalization with Kentico CMS 7

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Introduction to UI Personalization with Kentico CMS 7 Thom Robbins [email protected]

description

UI personalization allows the creation of a simplified user interface. It’s a great way to create personalized and extensible user experiences that empower people to get things done. System administrators are able to remove tabs, menu items, actions and parts of UI pages that aren’t needed. This allows users to not be overwhelmed by loads of unnecessary options. System administrators are able to deploy intelligent user interfaces. In this session we will examine how this feature is used within Kentico CMS 7. We will cover the basics of technical implementation, design concerns, extensibility and security. In this webinar we looked at how to implement the basics of UI personalization on your Kentico CMS 7 site.

Transcript of Introduction to UI Personalization with Kentico CMS 7

Page 1: Introduction to UI Personalization with Kentico CMS 7

Introduction to UI Personalization with Kentico CMS 7Thom [email protected]

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Session agenda

• UI personalization fundamentals• System management options• Creating custom UI elements• Wrap up

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UI personalization fundaments

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Importance of UI personalization…

• Create simplified interfaces– Decrease the learning

curve– Remove unnecessary

features– Show only essential

business features

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UI Personalization Fundamentals

• Kentico CMS user interface consists of Modules

• Modules contain UI Elements– Page or part of page in

CMS Desk that can be hidden from a users

• Tab• Menu Item• Groups of Controls

CMS Desk Only!

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Runtime Management

• UI profile defines visibility of a UI Element for a particular role• User profile defined by UI profiles of their roles• UI element visible if at least one role the user is a member makes element visible

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Demo – UI Personalization in Action

Let’s Meet Andy

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System management options

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Enabling UI Personalization

Site Manager -> Settings -> Security -> Enable UI Personalization

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What Can I Customize?

***UI Personalization applies to CMS Desk only***

Personalization available for UI Elements• CMS Desk main tabs (module CMS Desk)• CMS Desk –> Content Tab (module Content)• CMS Desk -> Content -> New (module New)• CMS Desk -> My desk tab (module My desk)• CMS Desk -> Tools tab (module Tools)• CMS Desk -> Administration tab (module administration)• WYSIWYG editor (module WYSIWYG editor)• Media dialog (module Media dialog)

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Modules..

Site Manager ->Development -> Modules

Define which UI Elements are available

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UI Personalization

Site Manager ->Development -> Modules

Set Permissions for Roles

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Creating custom UI elements

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Adding New UI Elements

Display Name Element name in Administration interface

Code name Web site code name

Element is custom Set value to true for custom UI elements

Caption UI Caption

Icon path Menu item icon

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Demo

Adding a New Tab to the CMS Desk

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Wrap up…

• UI personalization provides a great opportunity to customize the interface

• Understand your user needs

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Questions…

Thanks!Thomas Robbins, Kentico CMS Chief Evangelist

Check out the Digital Marketing University for more great marketing content!

Email: [email protected]: @trobbinsTwitter: @MYMKTING

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Who are we?

Kentico CMS is one of the most powerful Customer Experience Management Systems and Content Management Systems on the planet. With over 18,000 web sites in 90 countries it is used for everything from simple web sites to complex applications.

Kentico CMS is easy to install, simple to manage and reliable.