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Dreamweaver CS5 : Editing Content in the Browser (part 2) - Registering an InContext Editing site & Making edits online

1/27/2012 3:46:22 PM
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2.2. Registering an InContext Editing site

Now that you have your Web page designed with all the InContext Editing regions in place and available CSS classes declared, how do you get online with the Adobe service? Here's the process:

  1. Publish your pages as you would normally to your site.

  2. Make sure to put the includes folder in the site root, with all the generated InContext Editing files, online.

  3. Visit and register your site.

  4. Send invitations to your client and any other people you want to provide editing access.

The site registration procedure is very straightforward and — for the time being — free. You'll need your site's details, including FTP address, username, and password. You're not hosting your pages on the Adobe site, but you are granting them access to your site and the ability to make changes. When you invite people to be an editor on the site, you'll have an opportunity to assign them a specific role: Editor, Publisher, or Administrator. The differences between these roles are detailed later in this section.

To register a site for InContext Editing, follow these steps:

  1. Log in with your Adobe ID.

    If you don't have an Adobe ID yet, click the Join Now button and follow the prompts.

  2. From the column labeled Actions, click Register Website.

    You can also learn more about working with InContext Editing from here and, later, use this page to view and manage any registered sites.

  3. When the confirmation dialog box appears, click Continue.

  4. In the Reconfirm Password dialog box, re-enter your password and click OK.

  5. When the Register Website dialog box appears, enter the following information:

    • Website Name: Enter a name for the site to be displayed in the InContext Editing interface.

    • Website Address (URL): Enter the Web address.

    • Connection Method: Choose either FTP or SFTP.

    • Use Passive FTP: Toggle the option on to use Passive FTP when required.

    • Hostname[:Port]: Enter the FTP address with port number, if required.

    • Host Directory: Enter the name of the folder containing your Web pages.

    • Username: Enter the username for the account.

    • Password: Enter the password for the account.

    • Default Pages: If the default page for the site is not listed, enter it.

    • Media Directory: Enter the folder you want to hold images and other media uploaded by InContext Editing.

  6. Click Test. If the connection was not successful, an alert is displayed and you are returned to the dialog box. If successful, the Register Website dialog box closes.

    A list of all your registered sites is now displayed; this is the same screen that is displayed when you choose to View All Websites and is your home for managing the sites.

  7. Click the name of the just-registered site.

    Currently, only one person is a designated user of your site: you. The next step is to invite further users.

  8. Click Invite Users.

  9. When the next dialog box opens (see Figure 5), enter the name of the person you want to invite and his or her e-mail address. In addition, assign a role to them from the Privileges list: Administrator, Publisher, or Editor.

    Figure 5. Roles assigned to users when invited can be modified in the Manage Users section of the InContext Editing site.

    All roles can create pages, edit content, save drafts, and duplicate pages. Only Publishers and Administrators can publish pages. Administrators have the additional access to configure the site, edit FTP settings, and invite and manage users.

  10. Click Invite.

The e-mail sent contains a link to the InContext Editing site where a portion of the page asks users to accept the invitation by signing in with their Adobe ID. After signing in, a dialog explains that they have been invited to edit the listed site; they can either accept or decline the invitation. Should they accept, the home page for the site appears from which they can navigate to any InContext Editing-enabled page.

2.3. Making edits online

The InContext Editing experience is easy-to-use and intentionally simple, with a limited number of options. Once editing is enabled, a toolbar appears at the top of the browser. Editable and repeating regions are identified with a small "i" in the upper-right corner of the page area. When you select an area for editing, the rest of the page dims slightly, highlighting the editable area. After the editing is finished, the page can be saved as a draft and, if the user has the proper privileges, published.

To edit an InContext Editing page, follow these steps:

  1. Navigate to an InContext Editing page and press Ctrl+E (Command+E).

  2. When the login screen appears, enter your username and password. Click OK.

    The initial InContext Editing toolbar appears from which you can either choose to edit or duplicate the page.

  3. Click Edit.

    A secondary toolbar appears with several editing possibilities, initially set to display text options (see Figure 6).

    Figure 6. The InContext Editing toolbar allows you to work with text, images, or links.
  4. Place your cursor in any editable region, as identified by a small "i" in the upper-right corner of the area.

    InContext Editing dims the surrounding area to allow you to focus on the editable area, as shown in Figure 7.

    Figure 7. Easily edit text under controlled circumstances with InContext Editing.
  5. Make any desired changes.

    In addition to editing text, you can add images from the site or your system. Similarly, you can add links to existing Web pages (either in your site or elsewhere on the Web) or link to a document on your system, which will be automatically uploaded.

  6. When you're finished, click Save.

  7. InContext Editing displays a dialog box asking if you'd like to save the changes, discard them, or continue editing. Click Save Changes.

  8. To push your edits live, click Publish.

    The Publish button only is available if the user is a Publisher or Administrator. Editors can only edit, save, or discard drafts.

  9. To see your page as others do now, click Sign Out.

There's no limit to the number of pages in a site that can be converted to InContext Editing. Pages are easily set up and a breeze to edit in the browser. As of this writing, Adobe offers a free demo on the InContext Editing site so you can try it out yourself — give it a spin and see if InContext Editing is right for you and your clients.

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