introduction to ui personalization with kentico cms 7

Introduction to UI Personalization with Kentico CMS 7Thom Robbinsthomasr@kentico.com

Session agenda

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

UI personalization fundaments

Importance of UI personalization…

• Create simplified interfaces– Decrease the learning

curve– Remove unnecessary

features– Show only essential

business features

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!

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

Demo – UI Personalization in Action

Let’s Meet Andy

System management options

Enabling UI Personalization

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

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)

Modules..

Site Manager ->Development -> Modules

Define which UI Elements are available

UI Personalization

Site Manager ->Development -> Modules

Set Permissions for Roles

Creating custom UI elements

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

Demo

Adding a New Tab to the CMS Desk

Wrap up…

• UI personalization provides a great opportunity to customize the interface

• Understand your user needs

Questions…

Thanks!Thomas Robbins, Kentico CMS Chief Evangelist

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

Email: thomasr@kentico.comTwitter: @trobbinsTwitter: @MYMKTING

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.