In the previous chapter, we looked into the Web Author and focused on authoring content for a CMS-based Web site. When the CMS pages have been saved, they are persisted to the CMS content repository. However, the saved pages aren't necessarily made immediately available on the live Web site; they may only be visible in Edit mode. Most Web sites require that the pages go through an approval process. In order for the saved pages to be published on the live site, they need to be reviewed and approved for publishing.

CMS provides a three-step publishing process (Figure 6-1), as follows:

  1. An author creates and saves a page, and then submits the page to a publishing workflow for approval.

  2. An editor approves the page content. The editor can modify the page created by the author. If the editor declines the page, it is returned to the author.

  3. A moderator approves the page, and the page is published. If required, the moderator can modify the page display name and the publishing properties, including the publishing schedule, and the publishing flags, such as Important Page, Hide When Published, and two Web Robots flags. If the moderator declines the page, it is returned to the author.

Figure 6-1. CMS publishing workflow


NOTE: It is worth mentioning that the steps in the publishing workflow are optional; you don't have to implement the full workflow if you don't need it. Later in this chapter, we will discuss how to reduce the workflow.

There are three formal roles defined within CMS for the business users who participate in the publishing process, as follows:

  • Authors: Business users who can create, edit, save, and submit content to the channels where they have authoring rights.

  • Editors: Business users who can edit and approve the content submitted by the authors in the channels where they have editing rights. The editor role overlaps the author role. As well as doing everything authors do, editors can approve the page content for publication.

    Editors can either approve, or change and approve, or decline the page content. They can ask the author to edit a page, or edit it themselves before approving it.

  • Moderators: Business users who can approve how and when a page is displayed in the channels where they have moderating rights. The moderators also have authoring capabilities in the channels they are assigned to.

    Moderators can either approve, or change and approve, or decline the page publishing properties, including publishing schedule. Moderators can reject inappropriate pages and can ask for the publishing properties, the page content, or both to be changed. Alternatively, they can revise the page publishing properties before approving the page content.

    However, they cannot revise the page content without the editor's approval. Moderators can act as authors on the content, but any changes they submit will go to the editor for approval.

NOTE: When a moderator acts as an author, they are no different from any other author: All content they create or change must be approved by the editor.

Users are assigned their roles by a CMS administrator before they log on for the first time. A user can have more than one role, depending on how the Web site is set up. For example, a user can be an author in one channel and an editor in another channel. CMS user rights are defined by the role, or combination of roles, assigned to the user.

NOTE: Setting up CMS user rights will be discussed in detail in Chapter 17.

Editors and moderators use the Web Author to approve or decline the pages. Depending on the user's rights, different options are available in the Web Author console.

In this chapter, we will concentrate on the CMS publishing workflow. We will begin with the standard three-step publishing process and will walk through all the steps, starting with submitting a page. We will then look into page content approval by the editor and, finally, the moderator's approval and publishing. Later in the chapter, we will discuss the reduced workflow and auto-approval.

Microsoft Content Management Server 2002. A Complete Guide
Microsoft Content Management Server 2002: A Complete Guide
ISBN: 0321194446
EAN: 2147483647
Year: 2003
Pages: 298

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