TITAN CMS - Add & Use Data

Overview of working with Data!

Webmasters will now be able to create Data Schemas in the Titan Administration module and configure them so users may upload and manage their data records in the Titan CMS workstation.  As of v6.2 logged in users can now manage data on the website using the Data Editor block and configuring the Data List & Data Detail to allow edit.   As of v6.3, the Data Editor can be configured so no login is required to submit data records, but NO edit.  As of v6.4 a new column type, Input for a Data and Time with Recurrence, can be used in the Data List with the Calendar filter.  As of v6.5 a new column type, Geographic Coordinate, can be used with the new Proximity Filter in the Data List block.  In v6.6 Relationships were added to allow building connection between certain table columns for 2 tables under one schema.  The column titles were also changed to an abbreviated version in the v6.6 release.  As of v6.7 Range Filter option for certain columns may be used with User Value Filters in the Data List block.  Also in a Data Upload new/missing attributes may be included with a data record.  As of v6.8 Relationship records may be created between one table under same schema.

Hint:  When adding and editing data requires login, it is recommended that security be used on pages with Data Editor, List & Detail and the Data Site storing data records.

Overview List:

 

How to Add the Data Schema:

  1. Select the Titan Administration module.
  2. Click Data Schemas in the left nav tree.
  3. Select New from the Page Action Bar.
  4. Enter Name for your Data Schema. Example: Workshops
  5. Click OK.

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How to Add the Data Table:

  1. Expand Data Schemas in the left nav tree.
  2. Expand your new Data Schema, Example: Workshops.
  3. Click on Tables.
  4. Select New from the Page Action Bar.
  5. Enter name for your Data Table. Example: Workshop
  6. Click OK. *Your new table, on right, will be where you add your columns.

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How to Add the Table Columns:

  1. In left nav tree, under your Schema, click on Tables.
  2. On right, expand your Table, Example: Workshop
  3. Add columns to your table by selecting a column and clicking green arrow. * Use link below to view each column type details.

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How to Add the Lookups options:

  1. Click on Lookups in the left nav tree.
  2. Select New from the Page Action Bar.
  3. Enter Name for Lookups, Example: Day
  4. Click OK.
  5. Expand Lookup on right, Example Day.
  6. Add Attributes for Day, Example: Tuesday, Thursday
  7. Select Save from the Page Action Bar.

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How to Add & Assign Schema Table to Data Sites:

  1. Select Data Sites in the left nav tree.
  2. Select New from the Page Action Bar.
  3. Enter the Name for your Data Site, Example: Learn Workshop
  4. Click OK.
  5. For your Data Site, on right, scroll to section to select a Data Binding mode. Example: Schema
  6. From dropdown, select a Schema Table. Example: Workshops - Workshop
  7. Save and Refresh Site State.

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How to use Web Content Management module's new Data Site:

  1. Select the Web Content Management module.
  2. Review in the left nav tree the new Data Site, Example: Learn Workshops

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How to Download File from new Data Site (*Use to add your records):

  1. Click on your Data Site, Example: Learn Workshops
  2. On right, click on the "Download All Results to Excel"
  3. Save the File as .xml, .csv, or .txt.
  4. Open the File and review the Column Titles (Data Upload Headings).
  5. Add your Data Records to the File.
  6. Save work.

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How to Review the File, Example:

  1. IsFolder: 1 = Folder, 0 = Data Record
  2. Data Upload Headings from your columns: Name, Description, etc

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How to Upload Data Records to Data Site:

  1. Select the new Data Site, Example: Learn Workshops
  2. On right, click on the Upload Data icon.

  1. Click Browser button to find your file of records.
  2. Select the File of records you created (.xml, .csv or . txt types) and click open or ok.
  3. The Upload Data dialog contains:
    1. ? to access Instructions or help information. Click to ? to open and click again to close.
    2. Parent Folder is the same as your Data Site where records will be uploaded to.
    3. The uploaded file name will display next to the Browse... button.
    4. List of data records under the columns (Data Upload Heading). Scroll to view all columns.
    5. The count of records from the file uploaded into the dialog.
    6. Upload Options to select from.
    7. Test Only checkbox to run a test to view results but not actually upload to the Titan Workstation.
    8. The Upload Button to process records into Titan.
    9. The Close Button to close the dialog and not process the records.

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How to Add Data Editor Template:

  1. Expand Data Schemas
  2. Select Data Base & expand
  3. Select Display Templates
  4. Click New
  5. Enter Name
  6. Select Template Type ie. Data Editor
  7. Select Table
  8. Click OK and Save
  9. Refresh

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How to Add Data Detail Template:

  1. Expand Data Schemas
  2. Select Data Base & expand
  3. Select Display Templates
  4. Click New
  5. Enter Name
  6. Select Template Type ie. Data Detail
  7. Select Table
  8. Click OK and Save
  9. Refresh

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How to Add Data List Template:

  1. Expand Data Schemas
  2. Select Data Base & expand
  3. Select Display Templates
  4. Click New
  5. Enter Name
  6. Select Template Type ie. Data List
  7. Select Table
  8. Click OK and Save
  9. Refresh

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How to Add Data Editor Block:

  1. Select the Web Content Management Module
  2. Add or Find page to add block to
  3. Edit page
  4. Select Add New Block
  5. Select Data Editor
  6. Build Data Editor (see more details)

v6.2 Add New Block

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How to Add Data Detail Block:

  1. Select the Web Content Management Module
  2. Add or Find page to add block to
  3. Edit page
  4. Select Add New Block
  5. Select Data Detail
  6. Build Data Detail (see more details)

v6.2 Data Detail

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How to Add Data List Block:

  1. Select the Web Content Management Module
  2. Add or Find page to add block to
  3. Edit page
  4. Select Add New Block
  5. Select Data List
  6. Build Data List (see more details)

v6.2 Data List

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How to Add Default Edit Page:

  1. In Web Content Management, copy URL from page with Data Editor block.
  2. Select the Titan Administration module.
  3. Click on database used in the Data Editor Block Root Source.
  4. Scroll in the right pane to "Default Edit Page".
  5. Enter page URL for page with the Data Editor block built.
  6. Click Save and Refresh Site State to retain changes.

v6.2 Default Edit page

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How to Add Default Data Detail DocID

  1. In Web Content Management module, find page with Data Detail block
  2. Edit page and go to Properties, copy the DocId for page URL
  3. Select Titan Admin Module
  4. Find Data site
  5. On right, add the default DocID to the Database Site.

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How to Add Security:

  1. In Web Content Management, select item to set security for *Security controls display of items to specific users assigned
  2. Click the Display Security Icon (left) from the Edit Tab.
  3. Click a option listed under Security Role and the list of options will display in middle section.
  4. Click the Show All if all items are not listed under the Available Options.  *If you know the name, you can also search by entering name in the search field.
  5. Select from Available Options and click green arrow.  The Selected Values list will be updated.
  6. Click Save or Publish from the Page Action Bar to retain changes.  (see more details)

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How to Add Workflow:

  1. In Web Content Management module, find item to configure workflow.
  2. Edit your item.
  3. Click the Workflow edit icon.
  4. Select the ie. 2 Step Workflow setting radio button.
  5. Assign group or users to be authors by clicking on the Workflow Roll.
  6. Select Available Value and click Green arrow.
  7. Save your work   (see more details)

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How to Add Login Block:

  1. In Web Content Management select or add page
  2. Edit Page
  3. Click the dropdown for Add New Block
  4. Select the Login block, the Login editor will display
  5. Configure your Login block  (see more details)

Login Block

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How to Add Default Login:

  1. In Web Content Management find page with Login block
  2. Edit page.
  3. From Properties, copy the URL  *This URL will be pasted in Titan Administration module under your site globe for the Default Login page.
  4. Select the Titan Administration module.
  5. Click + for Content Site from the left navigation tree.
  6. Click on your globe.  *Right pane will display.
  7. Scroll to Display Site Configuration and Default Login Page and enter URL.  Example:  /Login.htm
  8. Click Save from the Page Action Bar to retain changes.
  9. Click Refresh Site State.

Default Login

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