Quick Guide to Authoring Pages

You are reading the AEM 6.1 version of Quick Guide to Authoring Pages.
This documentation is also available for the following versions:  AEM 6.2  AEM 6.0 

These procedures are intended as a quick guide (high-level) to the key actions of authoring page content with the touch-optimized UI of AEM.

They:

  • Are not intended as comprehensive coverage.
  • Provide links to the detailed documentation.

For full details about authoring with AEM see:

Finding Your Page

  1. Open the Sites console (using the Sites option in the Rail - the column at the left side).

  2. Navigate down the tree by tapping/clicking on the appropriate page. How the page resources are represented depends on the view you are using - Card, List or Column:

    file
  3. Navigate up the tree using the header:

    • the back arrow to return to your previous location
    • the breadcrumbs in the header to return to the selected location (tap/click in the lower area to reveal/hide the upper area)
    file

Creating a New Page

  1. Navigate to the location where you want to create the new page.

  2. Use the Create icon and select Create Page from the list:

    file
  3. This opens the wizard that will guide you through collecting the information needed when creating your new page. Follow the on screen instructions.

Selectiing Your Page for Further Action

You can select a page so that you can take action on it. Selecting a page will automatically update the toolbar so that the actions relevant to that resource are shown.

How to select a page depends on which view you are using in the console:

  1. Card View:

    • Enter selection mode with the Enter selection (tick) icon:
    file
    • Then tap/click on the required resource - the card will be overlaid with a tick to show that the page has been selected.

    Note

    Once in selection mode the Select icon (a tick) will change to the Deselect icon (a cross).

  2. List View:

    • Select the checkbox at the left side of the required page - a tick in this checkbox will show that it has been selected.
  3. Column View:

    • Tap/click on the required resource - the thumbnail will be overlaid with a tick to show that it has been selected.

Quick Actions (Card View Only)

  1. Navigate to the page you want to take action on.

  2. Depending on your device:

    • Tap and hold the card that represents your required resource
    • Hover your mouse over the card that represents your required resource

    The quick actions will be shown:

    file

Editing Your Page Content

  1. Navigate to the page you want to edit.

  2. Open your page for editing using the Open (pencil) icon; for example:

    file

    This can be accessed from either:

  3. When the editor opens you can:

    file
    • Edit the content of an existing component on the page:
      • Open the component toolbar with either tap or click. Use the Edit (pencil) icon to open the dialog.
      • Open the in place editor for the component with either tap-and-hold or a double-slow-click. The available actions will be shown (for some components, this will be a limited selection).
      • To see all actions available enter full-screen mode using:
    file
    • Configure the properties of an existing component
      • Open the component toolbar with either tap or click. Use the Configure (spanner) icon to open the dialog.
    • Move a component either:
      • Drag the required component to its new location.
      • Open the component toolbar with either tap or click. Use the Cut then Paste icons where required.
    • Copy (and Paste) a component:
      • Open the component toolbar with either tap or click. Use the Copy then Paste icons as required.

    Note

    You can Paste components to either the same page, or a different page. If pasting to a different page that was already open before the cut/copy operation, then that page will need a page refresh.

    • Delete a component:
      • Open the component toolbar with either tap or click, then use the Delete icon.
    • Add annotations to the page:
      • Select the Annotate mode (speech bubble icon). Add annotations using the Add annotation (plus) icon. Exit annotation mode using the X at top right.
    file
    • Preview a page (to see how it will appear in the publish environment)
      • Select Preview from the toolbar.
    • Return to edit mode (or select another mode) using the Edit drop down selector.

    Note

    To navigate using links in the content you must use Preview mode.

Editing the Page Properties

There are two (main) methods of editing page properties:

  • From the Sites console:

    1. Navigate to the page you want to publish.
    2. Select the View Properties icon from either: The view properties icon is, for example:
    file

         3. The page properties will be shown, use the Edit (pencil) icon to make any updates:

    file
  • When editing your page:

    1. Open the Page Information menu.
    2. Select Open Properties to open the dialog for editing the properties.
    file

Publishing Your Page (or Unpublishing)

There are two (main) methods of publishing your page (and also of unpublishing):

Move, Copy and Paste or Delete Your Page

  1. Navigate to the page you want to move, copy and paste or delete.

  2. Select the copy (and then paste), move or delete icon as required using either:

    file
    • Copy:
      • You will then need to navigate to the new location and paste.
    • Move:
      • The wizard will open to collect the information needed to move the page. Follow the on-screen instructions.
    • Delete:
      • You will be asked to confirm the action.

    Note

    Delete is not available as a Quick Action.

Locking Your Page (then Unlocking)

Locking a page prevents other authors from working on it while you are. The Lock (and Unlock) icon/button can be found:

The lock icon is, for example:

file

Accessing Page References

Quick access to references to/from a page are available in the References Rail.

  1. Select the References icon from the toolbar (either before or after selecting your page):

    file

    A list of reference types is shown:

    file
  2. Tap/click on the required type of reference to show more details and (when appropriate) take further actions.

Creating a Version of Your Page

  1. Select the Timeline icon from the toolbar (either before or after selecting your page):

    file

    This will open the Timeline rail:

    file
  2. Tap/click on the up-arrow at the bottom right of the Timeline column to reveal extra buttons; including Save as Version.

  3. Select Save as Version, then Create.

Restoring/Comparing a Version of Your Page

The same basic mechanism is used when restoring and/or comparing versions of your page:

  1. Select the Timeline icon from the toolbar (either before or after selecting your page):

    file

    If a version of your page has already been saved, this will be listed in the Timeline.  

  2. Tap/click on the version you want to restore - this will reveal additional action buttons:

    • Revert to this Version
      • The version will be restored.
    • Show Differences
      • The page will be opened with differences (between the two versions) highlighted.
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