Basic Handling

You are reading the AEM 6.1 version of Basic Handling.
This documentation is also available for the following versions:  AEM 6.2  AEM 6.0  AEM 5.6.1  AEM 5.6 

Note

  • This page is designed to give an overview of basic handling when using the AEM author environment.
  • Some functionality is not available in all consoles. Specific information about the individual consoles and their related functionality will be covered in more detail on other pages.
  • Keyboard shortcuts are available throughout AEM. In particular when using consoles and editing pages.

Touch-Optimized UI

By sheer definition a touch-optimized interface allows you to use touch to perform actions. These involve actions such as:

  • Tap
  • Touch-and-hold
  • Swipe 

Whereas the desktop operates with mouse actions such as:

  • Click
  • Double-click
  • Mouseover (hover the mouse over the appropriate item)

Initial Opt-in (Analytics and Targeting and Usage Data Collection)

When you first login to a new AEM instance (using the touch-optimized UI) you will see a popup dialog that provides you with the option of configuring:

  • The connection to Analytics and Targeting. See Integrating with Adobe Analytics and Adobe Target for full details.
    If required, you can configure the integration at a later time.
  • Anonymous Data Usage Collection.
    The default is opt-in.

If you select Cancel then you can specify:

  • Remind me later
  • Don't ask again

Note

These dialogs are only seen by the admin user.

Accessing Help - Touch-optimized UI

There are various help resources available:

  • Console Toolbar

    Depending on your location the Help icon will open the appropriate resources:

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  • Page Editor

    The first time you edit a page a series of slides introduce the page editor.

    From the Page Information menu you can select Help to show this again at any time.

  • Tools Console

    From the Tools console you can also access the external Resources:

    • Documentation
      View the Web Experience Management documentation
    • Developer Resources
      Developer resources and downloads

The Rail

The rail is a key feature of the touch-optimized UI and is used for navigating through the various consoles and the related functionality.

There are multiple rails:

Primary Rail - Toggle Open and Shut

The primary rail can be opened and shut (for when space is critical), using the rail icon, which acts as a toggle switch: 

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You can shut the left-hand rail: 

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And open it again: 

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Note

The rail will shut automatically when the following occur together:

  • You are using AEM on the desktop.
  • You reduce your window width to below 1024 pixels.
  • You are not actively working with the rail.

Navigating Consoles with the Rail

You can navigate between the consoles using the Rail, the main consoles are shown by default:

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The selection of certain consoles will reveal additional (related) consoles (see also Navigating through the Consoles). The submenu opens as soon as you tap/click the option, to navigate back use the back-arrow at the top of the submenu.

For example, if you select the Tools console more consoles will be shown, sometimes over multiple levels (e.g. Tools, Operations, Security):

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Navigating with the Header

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As well as providing information and access to resources, the header allows you to navigate:

  • The breadcrumbs can be revealed/hidden by tapping/clicking on the header bar. When opened, they show the current location. Select the required location to navigate there.
  • Additionally the left arrow next to the current location (e.g. English) can be used to navigate up the tree structure.

Actions Toolbar

Various actions are indicated by icons, with explanatory text, in the toolbar; these actions are dependent on:

  • The current console.
  • The current context.
  • Whether you are in selection mode.
    When you are in selection mode of a console and you select one or more resources (e.g. page or asset), the icons available in the toolbar change (probably) to reflect the actions you can take on those specific items. 

Due to the space restrictions in most windows, the toolbar can quickly become longer than the space available. When this happens the More option appears. Clicking/tapping on this opens a drop down selector holding all remaining actions.

Examples of the toolbar (card view, in selection mode) for different consoles and scenarios:

Note

The individual icons available are documented in relation to the appropriate console/scenario.

Quick Actions

As well as being available in the toolbar, certain actions are available as quick action icons. Quick action icons are available for a single item at a time and eliminate the need for you to enter selection mode.  

Quick actions are available in Card View and are visible when you touch-and-hold (touch device) or mouseover (desktop device) a resource card.

Note

Quick actions work only with iOS 7.1 or higher on iPad.

Navigating and Selection Mode

Depending on the view you are using within a console, tapping/clicking on a resource will either:

  • Navigate through your website.
  • Select that resource for action - when selection mode is selected.

Selection mode allows you to select one, or more, specific resources for further action.  

Selection mode is available in:

Viewing and Selecting your Resources - Card, List, Column

You can view, navigate through and select (for further action) your resources with any of the available views - each of which can be selected by the icon at the top right:

  • Card View
  • List View
  • Column View

Selection mode is used to explicitly select one (or more) resource(s). When selected, the actions available in the toolbar are those appropriate to the specific (selected) resource(s).

Viewing, navigating and selecting are each conceptually the same across all views, but have small variations in handling, dependent on the view you are using. The views can be selected by toggling through the icons (available at the right side of the toolbar):

The information shown for each item will depend on the resource type and the view selected.

Card View - Navigating

Traversing Down the Tree in Card View

Within your chosen console you can navigate down a branch by tapping/clicking a specific card (for example, page or asset) to open that item. 

Note

You need to ensure that you:

Traversing Up the Tree in Card View

You can use the header bar to navigate up the tree:

  • The breadcrumbs can be revealed/hidden by tapping/clicking on the header bar. When opened, they show the current location. Select the required location to navigate there.
  • The left arrow next to the current location (e.g. English) can be used to navigate up the tree structure.
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Card View - Resource Information

The card itself shows a range of information. Though what is shown can depend on the console and resource type.

For example, for a page, viewed in the Sites console, the following information can be shown:

  • a visual representation of the page content
  • the page title
  • when the page was last edited
  • when the page was last published
  • when the page is locked
  • when the page is hidden in the navigation
  • when the page is part of a live copy
  • when you are required to take action as part of a workflow (eg approve)
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Whereas, for an asset, viewed in the Assets console, the following can be shown:

  • the asset type
  • when the page was last edited
  • when the page was last published
  • dimension
  • size (extracted from asset metadata)
  • when the asset is part of a workflow
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For Projects, the cards can also include links: for example, thumbnails linking to individual assets, or the ellipsis ( ... ) which links to the underlying resources:

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Note

Markers that indicate required actions may be related to your notifications.

Card View - Selection Mode

The following two icons are used for entering and exiting selection mode from Card view:

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After entering selection mode, select the required resource(s) - the actions available in the toolbar will change according to the selected resource(s):

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Card View - Quick Actions

As well as being available in the toolbar, certain actions are available as quick action icons. Quick action icons are available for a single item at a time.

Accessing the quick actions is device-dependent:

Device Type
Examples Include Method
Touch Mobile devices such as iPad
Using touch-and-hold
Classic Desktops and Laptops Using mouse hover

Note

Quick actions are only available in card view.

The actions available are dependent on the current console; for example (amongst others):

  • On a mobile device you can use touch-and-hold:

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    On a desktop device, use mouseover:

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  • On a desktop device, use mouseover:

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Note

The individual icons available are documented in relation to the appropriate console/scenario.

List View - Navigating

Traversing Down the Tree in List View

Within your chosen console you can navigate down a branch by tapping/clicking the text of a specific entry (for example, page or asset) to open that item. 

Traversing Up the Tree in List View

List View - Resource Information

The list view lists information entries for each resource at the current level.

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List view provides an infinite list:

  • Showing the title and the selected columns.
  • You can sort the list according to the items in one column.
    Tap/click on the title of the column to be used for sorting.
  • You can re-order pages manually.
    Use the icons in the column at the far right (arrow in title) to drag and reposition the item. This column will be hidden when you sort by a specific column.

List View - Selection Mode

In list view you can tap/click the clickbox at the left side of an item in the list to select it - the actions available in the toolbar will change according to the selected resource(s):

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List View - Column Selection

With the list view you can:

  • Select items (far left column)
  • Order items (far right column, drag to required position)
  • Add/remove columns (cog wheel to open dialog)
  • Add/remove analytics information (cog wheel to open dialog)
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List View - Show and Filter Analytics Data

Once you have selected any of the analytics columns you can filter against that information:

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For more information, see Seeing Page Analtyics Data.

List View - Create CSV Report

Create CSV Report enables you to export the columns of information you are currently viewing in List mode to a CSV file on your local system.

  • The file downloaded is called export.csv
  • The contents are dependent on the columns you have selected in List view; for example Analytics Data.

Note

The download feature (and default destination) of your browser is used.

The resulting export.csv file can be opened in Excel (or any other compatible application); for example:

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The Create CSV Report option is available:

  • When browsing the Sites console (in List view): it is an option of the Create drop down menu:

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  • As a toolbar option (Export to CSV) when using Search in the Sites console (and in List view)

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Column View - Navigating

Traversing Down the Tree in Column View

To traverse down the tree you simply tap/click on the name of the required resource. All items in the level directly below that will be added to the view.

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Traversing Up the Tree in Column View

To traverse up the tree tap/click on the required item at a higher level. All items in the level directly below that will be shown (items that were shown at lower levels will disappear from the view).

Using Keyboard Shortcuts to Navigate Column View

When browsing pages using the Column View in the Sites console you can use the arrow directional keys to navigate (after you have tapped/clicked on an initial page).

See Keyboard Shortcuts for Touch-Optimized UI for full details.

Column View - Resource Information

When traversing the tree, only the resource title is shown, but when you reach the lowest level details of the individual resources selected are shown.

For example, for a page, this can include:

  • when the page was last modified
  • the user account that was used to make the modification
  • the language of the page
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Whereas for an asset, it can also include:

  • dimensions
  • size extracted from asset metadata
  • asset type
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Column View - Selection Mode

Selection mode is tightly integrated with column view, as the resource is selected as soon as you tap/click/move to it when navigating. A selected resource is indicated by the tick overlaying the resource thumbnail. When any resource(s) are selected the actions available in the toolbar will change according to those selected resource(s).

To select multiple resources you tap/click on the thumbnail of the additional resource(s) while holding down the Shift key.

A resource can be explicitly selected/unselected by tapping/clicking on the thumbnail of the resource entry:

  • if you are at a lower level and unselect a resource, the parent resource will be automatically selected.
  • if you are at the top level and unselect the resource, then no resource will be selected.

To select multiple resources you also tap/click on the thumbnail of the additional resource(s) while holding the Shift key; or see Keyboard Shortcuts for Touch-Optimized UI for further details.

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A resource can be explicitly selected/unselected by tapping/clicking on the resource entry:

  • if you are at a lower level and unselect a resource, the parent resource will be automatically selected.
  • if you are at the top level and unselect the resource, then no resource will be selected.

Note

The Card, List, and Column views are specific to the page where you set them. For example, assets displayed in List view in the Assets console are not displayed in the same view when you navigate to the Collections console. To switch to the List view in the Collections console, click the Layout icon from the toolbar.

Timeline - Events

The timeline can be used to view events that have occured on the selected resource. To open the timeline column use:

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The timeline column allows you to either:

  • View various events related to a selected item.
  • Add/view comments about the selected item.

The event types can be selected from the drop-down list:

Choosing an event type and selecting an item will display the list of requested event types:

Note

Specific consoles have additional functionality in the Timeline; for example, in the Sites console you can initiate actions on a selected item, including save a version, start a workflow, available via the arrow by the comment box.

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Timeline - Adding and Viewing Comments

In the Timeline column the Comment box is shown at the bottom of the list of events. Typing a comment (followed by Return) will register the comment; it is shown when Comments or Show All is selected.

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Timeline - Sites Console

Specific consoles have additional functionality in the Timeline.

For example, in the Sites console you can initiate actions on a selected item. These are both available via the arrow by the comment box and include:

Edit and Save

In various dialogs information is shown for you to review. When needed you can use the Edit icon; for example, when editing page properties:

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After you have made the changes required, you can use the appropriate icon (Cancel or Done) to save or cancel the action:

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Note

In various contexts (e.g. component toolbar) the icons appear with the accompanying text.

Classic UI

The classic UI provides a selection of consoles, using well-known mechanisms for navigating and initiating actions, including click, double-click and context menus.

The Websites console provides two panes for you to navigate and manage your pages:

  • Left pane
    This shows the tree structure of your websites and the pages within those websites.
    It also shows information about other aspects or AEM, including projects, blueprints and assets.
  • Right pane
    This shows the pages (at the location selected in the left pane) and can be used for taking actions.

From here you can manage your pages using either the toolbar, a context menu or by opening a page for further actions.

Note

The basic handling is the same across all consoles. This section concentrates on the Websites console as it is the primary console used when authoring.

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Accessing Help - Classic UI

On various consoles (e.g. Websites) there is also Help button is available, this will open either Package Share or the documentation site.

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Navigating with the Websites Console

The Websites console lists your pages of content in a tree structure (left hand pane). For ease of navigation, sections of the tree structure can be expanded (+) or collapsed (-) as required:

  • A single click on the page name (in the left pane) will:
    • List the child pages in the right pane
    • Also expand the structure in the left pane.
      For performance reasons this action is dependent on the number of children nodes. With a standard installation this method of expansion works when there are 30 or less child nodes.
  • A double click on the page name (left pane) will also expand the tree, though as the page is opened at the same time this effect is not so obvious.

Note

This default value (30) can be changed per console in your application specific configurations of the siteadmin widget:

  • On the siteadmin node:
    Set the value of the property:
        treeAutoExpandMax
    on:
        /apps/wcm/core/content/siteadmin
  • Or globally in the theme:
    Set the value of:
        TREE_AUTOEXPAND_MAX
    in:
        /apps/cq/ui/widgets/themes/default/widgets/wcm/SiteAdmin.js

See SiteAdmin in the CQ Widget API for more details.

Page Information on the Websites Console

The right pane of the Websites console provides a list view with information about pages:

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The following are available; a subset of these fields is shown as default:

Column Description
Thumbnail Shows a thumbnail for the page.
Title The title that appears on the page
Name The name AEM refers to the page
Published Indicates whether the page has been published and provides the publication date and time.
Modified Indicates whether the page has been modified and provides the modification date and time. In order to save any modification, you must activate the page.
Scene7 Publish Indicates whether the page has been published to Scene7.
Status Indicates the current status of the page, such as whether the page is part of a workflow or livecopy, or whether a page is currently locked.
Impressions Shows the activity on a page in number of hits.
Template Indicates the template that a page is based on.
In Workflow Indicates when the page is in a workflow.
Locked by Shows when a page has been locked and the user account that has locked it.
Live Copy Indicates when the page is part of a live copy.

Note

To select the columns visible hover your mouse over a column title. A drop-down menu will be shown, from here you can use the Columns option.

The colors next to pages in the Published and Modified columns indicate publication status:

Column Color Description
Published Green Publication was successful. Content is published.
Published Yellow Publication is pending. Confirmation of publication has not yet been received by the system.
Published Red Publication failed. There is no connection with the publish instance. This can also mean that the content was deactivated.
Published blank This page has never been published.
Modified Blue Page has been modified since the last publication.
Modified blank This page has never been modified, or has not been modified since the last publication.

Context Menus

The classic UI uses well-known mechanisms for navigating and initiating actions, including click and double-click. Depending on the current situation, a range of context menus (usually opened with the right-mouse-button) are also available:

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