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Dreamweaver CS5 : Editing Content in the Browser (part 1) - Setting up InContext Editing templates

1/27/2012 3:44:35 PM
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1. Changing the Default Document

Each time you open a new document in Dreamweaver, a blank page is created. The code that makes up that blank page depends on which document type you choose — HTML, XML, ColdFusion, or ASP.NET, among others. The default documents on which the new pages are based are all stored in the Dreamweaver CS5\Configuration\DocumentTypes\NewDocuments folder. A selected default page works in a similar fashion to the templates in that you can create new documents from it, but no editable or locked regions exist — everything in the page can always be altered. For example, the basic HTML document is a bare-bones structure with only a few properties specified — a document type and a character set:

<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Transitional//EN" i"http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
<html xmlns="http://www.w3.org/1999/xhtml">
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8" />
<title>Untitled Document</title>
</head>

<body>
</body>
</html>


Naturally, you can change any of these elements — and add many, many more — after you've opened a page. But what if you want to have a <meta> tag with creator information in every page that comes out of your Web design company? You can do it in Dreamweaver manually, but it's a bother; and chances are good that you'll forget. Luckily, Dreamweaver provides a more efficient solution.

In keeping with its overall design philosophy of extensibility, Dreamweaver enables you to modify the default file as you would any other file. Just choose File => Open and select the appropriate file from the Dreamweaver CS5\Configuration\DocumentTypes\NewDocuments folder. After you have made your changes, save the file as you would normally. Now, to test your modifications, choose File => New and select your document type. Your modifications appear in the new document.

2. Editing Content in the Browser

One of the primary uses of Dreamweaver templates is updating client sites. With primary portions of the design, such as the logo and navigation, locked targeted editable areas, Web page content can quickly be modified. However, to make any changes on pages derived from Dreamweaver, you'd typically need a desktop tool such as Adobe Contribute or Dreamweaver itself. Many site owners are more business-oriented than Web savvy and don't have the skills or time to devote to mastering a software package. For them, the solution is Adobe InContext Editing.

InContext Editing is an in-browser editing service, using Web pages with special markup from Dreamweaver. These pages can be modified using any modern browser, starting from Internet Explorer 6, Firefox 3, and Safari 3.1. Clients can change or add text, images, or links. Specially designated sections, such as event listings, can be repeated and modified or reordered. Despite all this access, designers maintain a high degree of control. Not only can they establish which areas are editable and which are not, but they can also control the level of editability — from full stylistic freedom to plain text editing only.

The workflow for creating, publishing, and editing InContext Editing pages goes like this:

  1. The designer creates a page in Dreamweaver.

  2. InContext Editing editable and repeating regions are added to the page through Dreamweaver tools.

  3. The designer publishes the page to a site that has been registered with the Adobe InContext Editing service.

  4. The client navigates to the InContext Editing-enabled page and presses a keyboard shortcut to log in.

  5. Once logged in, the client makes any desired changes to the site, saves the page, and clicks Publish.

As noted, InContext Editing is an Adobe service, which, as of this writing, is available at no additional charge. All you need to set up an account is an Adobe ID at http://incontextediting.adobe.com.

Next, you learn how to integrate InContext Editing controls into your Web pages.

NOTE

You may be saying to yourself, "What about Contribute?' Adobe Contribute is another solution intended to shift the task of content management from the designer to the client or user. However, Contribute is primarily targeted to companies and organizations requiring advanced user administration such as content approval and audit trails. Moreover, Contribute supports a range of content not available to InContext Editing pages, such as Flash movies and video.

2.1. Setting up InContext Editing templates

Unlike Dreamweaver templates, you don't have to save an InContext Editing-enabled page as a template to make it functional. All you need to do is to add one or more InContext Editing regions to the page and, when you publish the page to your site, put a number of InContext Editing-related files online. From a designer's standpoint, it only takes a few minutes to make an existing page client-editable.

Dreamweaver includes an InContext Editing category in the Insert panel with two entries:

  • Create Editable Region: Adds a <div> tag or tag attribute that allows the enclosed content to be modified through InContext Editing.

  • Create Repeating Region: Adds code that allows an InContext Editing user to repeat a specific section of code and change it. Users can also reorder code blocks within the repeating region.

Although the objects are very straightforward to apply, they do permit the designers to exercise a fair amount of control. Each object is discussed in turn, during the following sections.

NOTE

It's important to realize that InContext Editing pages are not the same as Dreamweaver templates. You cannot, as a designer, create pages based on InContext Editing-enabled pages, and, therefore, you can't update a master template to change derived pages. You (or the client) can, however, duplicate a page once it has been published and add new content through the InContext Editing toolbar in the browser.

2.1.1. Adding an editable region

An InContext Editing editable region can be applied to any portion of the page. Once applied, Dreamweaver adds a single attribute to the code, like this:

<div ice:editable="*">

The value of the ice:editable attribute is initially set to an asterisk, which indicates that all editing options are available. If you turn off all the options, so that the content can only be changed but not styled, the ice:editing value is empty. Selecting one or more options will cause the available options to be written into the code, like this:

<div ice:editable="bold,align_right,align_center,align_left">

To add an InContext Editing editable region to the page, follow these steps:

  1. Place your cursor in the area you want to make editable.

  2. From the Insert panel, choose the InContext Editing category.

  3. Select Create Editable Region.

  4. In the Create Editable Region dialog box (see Figure 1), choose to wrap the current selection with a <div> tag or transform the parent tag into an editable region by adding the InContext Editing attribute. Click OK.

    Which option you choose depends on your design. Sometimes wrapping a new <div> tag around existing content causes elements to shift and it is better to take the attribute route by transforming the parent tag.

    Figure 1. If you have already selected the parent tag for your editable region, the option to Transform The Parent Tag Into An Editable Region is disabled.

    NOTE

    Unlike with standard Dreamweaver templates, you can't add editable regions within <heading> or other tags. Therefore, if you don't want clients to modify the format or style of the content, select Uncheck All in the InContext Editing Property inspector to disable all editing options.

  5. Select the desired options in the Editable Region Property inspector.

InContext Editing gives you a wide variety of options to choose from, as shown in Figure 2. You can quickly eliminate all of them by choosing Uncheck All or bring them all back by clicking Check All. The available options are listed in Table 1.

Figure 2. By default, all options are enabled when you insert a new InContext Editing editable region.

Table 1. InContext Editing Property Inspector Options
IconNameDescription
BoldDisplays a bold button to add a <span> tag with the inline CSS property font-weight: bold.
ItalicDisplays an italic button to add a <span> tag with the inline CSS property font-style: italic.
UnderlineDisplays an underline button to insert <u> tags.
Alignment buttonsDisplays left, center, right, and justify buttons.
Font FaceDisplays a drop-down list with a standard selection of Web font families.
Font SizeDisplays a drop-down list of seven font sizes, from 10 px to 48 px.
Indent and Outdent buttonsDisplays buttons to move the text in by adding a <blockquote> tag or out by removing a <blockquote> tag.
Numbered List and Bulleted ListDisplays buttons for converting paragraphs to an ordered or unordered list.
Paragraph StylesDisplays a drop-down list of HTML formats, including paragraph and Heading 1 through Heading 6.
Background ColorDisplays a color picker for adding a background color to a selection.
Font ColorDisplays a color picker for adding a color to a selection.
CSS StylesDisplays a drop-down list of CSS classes, as chosen through the Manage Available CSS Classes object.
Image/MediaDisplays controls for adding and managing images and other media.
LinkDisplays controls for adding and managing links.

You can also use the Class drop-down list included in the InContext Editing Property inspector to specify a CSS class for any InContext Editing added <div> tag.

Like standard editable regions and Spry elements, an InContext Editing region is identified by a tab and blue border, as shown in Figure 3. Unlike editable regions, you don't need to name them separately.

Figure 3. To invoke the InContext Editing Property inspector, click the blue tab surrounding the content.

NOTE

If you'd like to get a jump start on your pages — and incorporate InContext Editing — Dreamweaver has just the feature for you. When you create a new HTML page with one of Dreamweaver's pre-built CSS layouts (available through the New dialog box), you'll see an option to Enable InContext Editing. Click that checkbox and Dreamweaver will generate a CSS standards-compliant page where the main content area is already enclosed in an InContext Editing editable region. Customize the page however you like, save, and you are ready to post to the InContext Editing server.

To remove a selected InContext Editing editable region from your page, choose Remove Region from the Property inspector.

When you remove an InContext Editing editable region through the Property inspector, only the ice:editable region is removed. If code such as <div ice:editable="*"> is wrapped around the content, the <div> tag remains. To remove both tag and attribute, right-click the <div> tag in the Tag Selector and choose Remove Tag.


2.1.2. Repeating page sections

The InContext Editing repeating region works in exactly the same way as the Dreamweaver template repeating region. Add a repeating region to a section of the page that includes at least one editable region and, when published, the user can add more instances of the section and change the content, reorder them, or delete them. Repeating regions are excellent for page sections such as blog posts, event listings, and news items.

To add an InContext Editing repeating region to the page, follow these steps:

  1. Make sure that you have added InContext Editing editable regions to any section of the page you want to repeat.

  2. Select the outermost section of the element you want to repeat in the Tag Selector or in Code view.

    Typically, a <div> tag is used as a containing element for a repeating section. You can include as many editable and non-editable sections within the containing <div> tag as you like.

  3. From the Insert panel's InContext Editing category, choose Create Repeating Region.

    Dreamweaver adds an attribute to the selected tag, ice:repeating="true", and also adds another attribute, ice:repeatinggroup="*", to the parent tag. This parent tag will contain all instances of the repeating region.

  4. In the Repeating Regions Group Property inspector, deselect either of the default options: Reorder or Add/Remove, as shown in Figure 4.

    Figure 4. Give your client the capability to grow the page content in a controlled fashion through InContext Editing repeating regions.

    With the Reorder option enabled, controls that allow the client to move items up and down appear above the repeating region in the browser. This functionality is useful, for example, to place a new item before an existing item. When the Add/Remove option is checked, similar controls for inserting and deleting a repeating section are made available.

  5. Save your page.

You can use the InContext Editing repeating region facility in combination with non-editable sections of the page as well. Imagine, for instance, that you have a number of news items that you do not want to allow the client to remove. If you create a dummy news item to which you apply the InContext Editing editable regions and then the repeating region, Dreamweaver will mark the entire news section — with both editable and non-editable items — as the Repeating Regions Group. When the client goes to edit this section in the browser, only the editable item can be deleted or reordered.

 
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