Getting started

The Dashboard

The dashboard in Cascade CMS is the first page users see when logging into the application. It contains a customizable snapshot of the content and assets available to a user.

Cascade CMS version 8's dashboard looks quite different than that of Cascade CMS version 7. Let's look at the differences now:

As you can see, there are some big changes!

The first thing users notice is the new design. After that, you may notice the task list and notifications areas. The task list is a new feature in Cascade CMS version 8 that allows you to keep track of individual tasks within the application. Notifications in Cascade CMS version 8 are analogous to Messages in Cascade CMS version 7. 

For more information about the Dashboard in Cascade CMS version 8, see Hannon Hill's knowledge base article on the Cascade CMS version 8 Dashboard.

Working with Assets

In Cascade CMS version 8, the editing workflow has been streamlined. You probably noticed in the Dashboard section that the menu bar is no longer present. No need to worry, the same capabilities still exist in Cascade CMS version 8.

The following documents will describe the editing workflow. They have been combined into a single document for ease of reference.


Going Home

Heading back to the Dashboard in Cascade CMS version 7 was as easy as clicking on "Home" in the Menu bar. Since Cascade CMS version 8 doesn't have a Menu bar, there is no "Home" menu item. Instead, you can navigate back to the Dashboard by clicking the Cascade CMS logo in the upper left of the window.

The following screenshots show where to click to go back to the Dashboard:

  • The Home menu item in Cascade CMS version 7

    To go to the Dashboard in Cascade CMS version 7, you would click "Home" in the Menu bar:

    The Home menu item in Cascade CMS version 7.

  • Returning to the Dashboard in Cascade CMS version 8

    In Cascade CMS version 8, there is no Menu bar. To return to the Dashboard, click the Cascade CMS logo:

    The Cascade Server logo in Cascade CMS version 8.

    In Cascade CMS version 8, you can also choose to go to the base folder for the active site. To go to the site's base folder, click "Site Content:"

    Site Content in Cascade Server 8.

    NOTE: If you do not see "Site Content," your browser window is likely too narrow. You can either make your browser window wider or use the menu in the upper right of the window.

As you can see, Cascade CMS version 8 gives users more navigation options. Specifically, you can return to the Dashboard by clicking on the Cascade CMS logo or to the selected site's base folder by clicking on "Site Content."

Using History

History in Cascade CMS is a great way to quickly work with recently used assets. In Cascade CMS version 7, History was an option in the Menu bar. In Cascade CMS version 8, it's associated with your user profile.

Let's take a look at how to find History:

The asset history requires one more click to access in Cascade CMS version 8, but it remains an efficient way to navigate between recently used assets.

To learn more about the user profile in Cascade CMS version 8, see the video, Account Settings, on the Hannon Hill Knowledge Base.

Managing a Site

The administration area in Cascade CMS version 8 has changed, too. It's no longer called "Administration," nor is it in the Menu bar.

Instead, it's called "Manage Site" and is located next to "Site Content" at the top of the window:

  • The Administration area in Cascade CMS version 7

    In Cascade CMS version 7, the Administration area was accessed by clicking "Dashboard" in the "Administration" menu in the Menu bar:

    Administration area in Cascade CMS version 7 with the Administration menu bar option highlighted.

  • The Site Management area in Cascade CMS version 8

    In Cascade CMS version 8, the Administration area is now the Site Management area:

    The Site Management area in Cascade CMS version 8 with the Manage Site option highlighted.

    NOTE: If you do not see "Manage Sites," your browser window is likely too narrow. You can either make your browser window wider or use the menu in the upper right of the window.

The Site Management dashboard in Cascade CMS version 8 adds descriptions for all of the management assets as well as a quick way to get to that part of the Site Management area.

In Cascade CMS version 8, there is a distinction between management and administration. Management refers to assets and tasks related to managing a site. Administrative refers to assets and tasks related to the entire installation of Cascade CMS.

Creating Management Assets

In Cascade CMS version 7, creating new administrative assets was done from the sidebar. Cascade CMS version 8 moves the options for creating management assets to be more consistent with options for working with content assets.

Adding management assets in Cascade CMS version 8 is more consistent with editing content assets.