Documentation

Documentation

  • Documentation
  • Externable.com

›Portal Backoffice Basics

Introduction

  • Introduction to Externable

Setup

  • Registration
  • Creating Subscription
  • Renaming subscription
  • Setup URL
  • Connecting Dynamics
  • Setting up email
  • Provisioning instance
  • Starting and stopping instance
  • Connecting Custom Domain
  • Upgrading
  • Taking Backups
  • Restoring Backups
  • Resetting Instance
  • Changing Billing Address
  • Changing Subscription Plan

Portal Backoffice Basics

  • Login To Backoffice
  • Navigation In Backoffice
  • Adding & Managing Users

Creating Content

  • Creating, Saving and Publishing Content
  • Scheduling Posts
  • Content Versioning
  • Creating Content Templates
  • Restricting Access To Content
  • Creating Media
  • Sensitive Data
  • RichText Editor
  • Content Tree

Dynamics Integration

  • Default Template
  • Presenting Dynamics Data

    • Creating Dynamics Integrated Content
    • Extracting Dynamics Query

    Dynamics Forms

    • How Forms Work
    • Working with Formulas
    • Example - Create a Form

Languages

  • Enabling Languages
  • Creating Translations

Members

  • Creating Members In The Frontend
  • Creating Members in the Backend
  • Linking Members To Dynamics Contacts

Portal extension

  • Document Types
  • Data Types
  • Property Editors
  • Grid Editors
  • Macros
  • Relation Types
  • LogViewer
  • Templates

    • Templates
    • Razor Syntax
    • Rendering Content
    • Rendering Media
    • Rendering CSS & JS
    • Partial Views
    • Partial Macro Views
  • CSS customizations
  • JavaScript
  • Plugins Development

    • Plugins Development
    • MVC Controllers
    • WebAPI Controllers

Notes

  • Open Source Used

Navigation In Backoffice

When you login to backoffice for the first time you can take a quick tour (or skip it):

Sections

A section in Externable is where you perform specific tasks related to a particular area of the system. For example Content, Settings and Users are all sections. You can navigate between the different sections by clicking the corresponding icon in the section menu which is positioned at the top of the Backoffice.

There are seven default sections:

Content

The Content section contains the content of the website. Content is displayed as nodes in the content tree. Nodes can also show content state:

  • Grayed out nodes have not been published
  • Nodes have unpublished versions (but are currently published)
  • Nodes are protected from the public (can only be accessed by a logged in Member)
  • Nodes are currently locked/non-deletable
  • Nodes are containers (a List View for example)

You can create Dynamics Integrated Content or Static Content.

Media

The Media section contains the media for the website. By default you can create folders and upload media files (images and PDFs). You can customize the existing media types or define your own from the Settings section.

Settings

The Settings section is where you can work with the website layout files, languages, and define media and content types. In this section you can also find the Log Viewer to browse through your log files.

The Settings tree consists of:

  • Document Types
  • Media Types
  • Member Types
  • Data Types
  • Macros
  • Relation Types
  • Log Viewer
  • Languages
  • Content Templates
  • Templates (.cshtml files)
  • Views (.cshtml files)
  • Stylesheets (.css files)
  • Scripts (.js files)

Users

Manage, create and customize Backoffice users and user groups.

Members

Manage, create and customize Frentend members and member groups.

Translation

This is the section where you create and manage your dictionary items.

Access based on User Group

Access to the section is based on which User Group a particular User belongs to.

Learn more about how to configure the permissions in the article about backoffice users.

← Login To BackofficeAdding & Managing Users →
  • Content
  • Media
  • Settings
  • Users
  • Members
  • Translation
  • Access based on User Group
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