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Web Center CertificationRates and Data

Web Center Certification TrainingIntuit Financial Services University

pg 2Web Center Certification Training: Rates and Data

© 2012 Intuit Financial Services. All rights reserved. CONFIDENTIAL AND PROPRIETARY

Practice using Web Center by: Changing Rates and Data

1. Edit current rates and add a new rate

2. Add a single rate value and full rate table on a page

3. Add a new promotional data item

4. Move the changes to Staging

5. Perform final review in Staging and deploy Live

Rates and Data - Objectives



• XML Table - content that can be organized into rows and columns of data; edited with the Rates and Data tool

• Content Editor - a editing tool used to modify the content of defined sections of Web Center pages

• Structured Data - used in the Content Editor to represent a single element of a XML Structured Data Table

• Custom Content - used in the Content Editor, web page content or functionality that uses an entire XML structured data table along with XSL scripts created/maintained by Intuit Financial Services

Terms to Know



Work Area Sub-Navigation Options:

1. Content Edit2. Images And Documents3. Rates And Data4. Sitemap Manager

Edits made in the Work Area are viewable immediately and locked to everyone except the owner making the edits.

Work Area Layout



Use the Rates and Data area to:

1. View current values for a particular XML table. 2. Update existing rates. 3. Add rows within a table. 4. Delete rows within a table.5. Add new custom data items.

Tables are set up initially by Intuit Financial Services – use this interface to edit the contents.

Contact Intuit Financial Services to:

1. Add a new XML data file (rate table or other data). 2. Add a column to an existing rate table.3. Change the column header for an existing rate table.

How to Contact Intuit Financial Services:

1. Submit a new request through MySupport2. Call 877-462-3446 Option #53. Email [email protected]. Fax 678-623-5861

Rates and Data



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Objective 1

Add and Edit Rates



Step 1: Go to Work Area → Rates & Data.

Step 2: Select a file from the dropdown box.

When an XML file is “checked out” by an admin, other admins are locked out from making edits to this file. This prevents an admin from overwriting another admin’s work. The lock is released when an admin cancels the edit or when the admin goes to Manage Changes and either removes the change or submits it to Staging.

The tables in your test site may differ from those in this manual.

Select an XML File



Editor Functions

• ID Column: used to identify elements from the data table when inserting Structured Data on a Web Center page

• Add Row: adds a new blank row to the table• Delete Row: removes a row of data from the table• Quick Add Box: add images, documents, page labels, or text (for

use with data only)• Move Rows: moves multiple rows up or down in the table• Move a Row: moves chosen row up or down the specified number

of spaces• Update Values: saves all edits to the data file• Cancel Edits: returns the admin to main Rates and Data screen

Rates and Data Editor



Step 3: Click under the Add/Delete column.

Step 4: Input values into the fields (adhering to criteria below).

Step 5: Click Add Row.

ID Requirements:• IDs cannot contain spaces or special characters.• The ID value does not display on your live site.• Best practice is to assign an abbreviated ID to represent the

product name (ie. Small Business Checking = smallbiz_chk).

Add a Row



Step 6: Confirm that the new row displays.

To delete a row, click the button under Add/Delete for the selected row and click OK to confirm.

Add/Delete a Row



Step 7: Change the value of one or more rate fields as desired.

Step 8: Click Update Values to save all new edits.

Clicking Cancel Edit will cancel all added/deleted rows since the last time the Update Values button was clicked.

Note: An admin cannot change an ID – instead, delete that row, then add a new one. Remember that IDs are only used by admins and will not display to the consumer.

Update Values/Cancel Edit



Verify that the new row and the values appear in Work Area:

Step 9: Go to Work Area → Content Edit. The site will load in a Shadowbox (new window layer).

Step 10: Navigate to the Rates page and verify the new edits.

Verify Rate Change



Click the Close link or press ‘C’ to close the Shadowbox and return to the Work Area home screen.

Work Area Navigation



Objective 2

Edit Custom Data



The Rates & Data tool can be used to edit other types of data in addition to rates. For example, a custom image rotation may be built on the home page. This scenario will walk through adding a new banner to the rotation. Note that the new banner has already been created, sized properly and uploaded to Web Center (covered later).

Add a New Image to the Rotation

Note: Use of the data tool is customized for each financial institution’s unique site design. The exact procedure to edit promotions on your site may differ from those in this manual.



Select the Promo Data File

Step 1: Go to Work Area → Rates & Data.

Step 2: Select your promo data file from the dropdown box.

Note: Your website's promotion file may contain a different name from the example shown here.



Add a New Row

Step 3: Click under the Add/Delete column to add a new row.

Step 4: Enter an ID for the new promotion. Remember that IDs can not contain spaces or special characters.

Step 5: Click on Add Row.

In this example, the first row controls the speed of the rotation. Never delete this row. Adjust the time (in seconds) if desired under the img column.



Select an Image and Page Link

Step 6: Click on the selector icon in the img column and click Images. For this example, select the promo_savings.jpg.

Step 7: Click on the selector icon in the link column and click Page Labels. Select a page and click Add Link.



Insert Alt Text and Move Row Location

Step 8: Click on the selector icon in the alt column and click Text. The text will display when a user hovers over the image.

Step 9: The new row can be moved up or down if desired. Click on Update Values to save the new changes.



Verify Addition of New Promotion

Step 10: Go to Work Area → Content Edit to verify the new promotion. It may take a few seconds to appear in the rotation.



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Objective 3

Add Rates to a Page



Step 2: Click the Edit Content link.

The Edit Content link is used both to signify an editable section of a page and to launch the Content Editor.

Access the Content Editor

Step 1: Go to Work Area → Content Edit.



Step 3: Click to place the cursor where you want to add item.

Step 4: Click the Insert Structured Data or Custom Content icon (white tag icon).

Structured Data: a single data item (rate, product name, etc)

Custom Content: a full rate or other data table

Content Editor



Step 6: Choose a Structured Data item and click OK.

Note: A yellow “printData” box will serve as a placeholder for your new data item on the page. You must have at least one space between the “printData” box and any other text or placeholders.

Insert Structured Data

Step 5: In the Dynamic Content window, select Insert Structured Data from the dropdown and select the data file to use.



Step 8: Click to place the cursor where you want to add the table.

Step 9: Click on Insert Structured Data or Custom Content.

Step 10: In the Dynamic Content window, select Insert Custom Content from the dropdown and select the data file to use.

Note: A yellow “customContent” box will serve as a placeholder for your new data table on the page.

Insert Custom Content



Step 11 (optional): Type text around the data placeholder.

Step 12: Once the edits are done, click Save Edits and Close to return to the Work Area.

Content Editor

Remember to save at least every 20 minutes



Objective 4

Move Changes to Staging



Manage Changes – Work Area:Shows all pending changes to content, images, documents, XML tables. Possible sections include Snippet, Images, Documents, Sitemap, and Other.

Manage Changes - Staging:Shows all files submitted to Staging but not deployed to the live site.

Manage Changes



Manage Changes

Notes:

• Each snippet, image, document and other file is managed separately by submitting to Staging or removing the change.

• Moving a file from the Work Area to Staging releases the lock on the file, allowing other WCAC users to make additional changes.

• Files show the date and time of the last save and the user’s name.

• Files locked by Intuit Financial Services will be identified with the user name of DI Web.

• Certain files may only be edited by Intuit Financial Services. In this case, the select checkbox and remove button will be unavailable.



Step 1: Click the button under the Remove column.

Step 2: Click OK to confirm if you wish to delete the file.

Any CMS seat owner with permission to access Manage Changes can delete their own or another’s work made in the Work Area except for files locked by Intuit Financial Services.

Note: No history is retained of changes that are removed.

Delete a Change



Step 1: Select the box for each change to be moved or check the Select All box to select all files.

Step 2: Insert comments as appropriate. A comment is associated with a particular version of a file. Enter a main comment next to the Select All option to pre-fill all comment fields that are selected.

Step 3: Click Update Staging.

Note: Be sure to confirm that another user’s edits are complete before selecting their files to move to Staging.

Submit Changes to Staging



Step 4: Click on the Staging tab to confirm that the selected files moved to the Staging section.

Reminder: Files that have been moved from the Work Area to the Staging site are now unlocked and may be edited by other users.

Active Deployments: If there is currently an active deployment (files are being moved from Staging to Live Site) you will not be able to move any further files to staging via Manage Changes. Wait until the active deployment is complete and return to Manage Changes.

Submit Changes to Staging



Objective 5

Final Review and Deploy Live



Staging is used as a final review for edits before deploying to the Live site. Click View Staging Site to perform the final review.

Additional edits may be made in the Work Area prior to deploying changes Live. Follow the same steps to move these new edits from the Work Area to the Staging site.

Click the Close link or press ‘C’ after reviewing all edits to close the Staging window and return to the main screen.

View Staging Site



Go Live

Step 1: Click Deploy to Production.

The Go Live screen presents all new edits that were moved to Staging since the last deployment to the Live site.

Step 2: Click the Deploy Now button.

Note: Only one admin may deploy to production at a given time.



Step 3: Enter comment in the Deployment Description field. This description is available when working with versions and editions.

Step 4: Click Deploy Changes.

Deploy Changes: publish all changes in Staging to the Live site.

Cancel Deployment: terminate deployment. Staging remains unchanged.

Go Live

Note: Be sure to choose either Deploy Changes or Cancel Deployment as the Manage Changes tool remains locked until one of these options has been selected.



Step 5: Confirm that the screen refreshes with the message: “Content deployed successfully“.

Changes are now moved from Staging to the Live site. A new version and a new edition are created at this time.

Step 6: Click View Live Site. The live (production) site will show in the WCAC. Confirm that the changes deployed appear on the site.

View Live Site



Practice using Web Center by: Changing Rates and Data

1. Edit current rates and add a new rate

2. Add a single rate value and full rate table on a page

3. Add a new promotional data item

4. Move the changes to Staging

5. Perform final review in Staging and deploy Live

Rates and Data – Objectives Review



1. Describe the steps taken to edit an existing rate.

2. What are the requirements when creating IDs for a new row?

3. What is the difference between structured data and custom content?

4. True or False? Any user with access to Manage Changes may move any other user’s work from the Work Area to Staging?

5. What is the purpose of adding comments to edits on the Manage Changes screen?

Rates and Data - Review Questions

web center certification rates and data web center certification training intuit financial services...

Documents

data slide

row of data

data screen rates

data area

web center certification

data objectives

columns of data

work area rates data