Getting Started with AEM
A basic walkthrough of how to use Adobe Experience Manager (AEM) will allow you to edit and maintain content housed on your UC website. The following guide will assist you with locating your site, creating and editing pages, using components to format your content as well as managing images. We've also included an advanced tips and tricks section for users looking for support beyond the basic edits.
All users with an active UC login have read-only access to AEM. In order to obtain editing access within AEM, you must complete the training. Get started by visiting the AEM training page and submitting a request
Roles and Permissions
Permissions for AEM are assigned to each individual site. If you need permissions for more than one site, be sure to include that in your initial request.
Within each site there are two levels of access:
- Basic: Basic authors have full access to edit any page within the site they have permissions to. However, they do not have access to publish their changes live to the website. They will need either the apex user or another advanced user to publish their changes for them.
- Advanced: Advanced authors can make their edits and immediately publish them live on the website. They do not need the assistance of the apex user to push new content live.
An Apex User is the main point of contact or liason between departments, units or colleges and the Digital + User Experience team. If you need assistance determining who the apex user for your area is, please submit a ticket.
Updating your default interface
If you were previously an author on an old-template site, you may need to update your default user settings. If your screen is not matching the images in this guide, please try the below steps.
- Click on the user icon in the top right corner.
- Click "My Preferences"
- Ensure "Use Classic Authoring Experience" is unchecked.
- Click Accept.
AEM comes with three different view options: column, card and list. Since the AEM Touch UI is designed to also be used with a tablet or mobile device, the different view options allow you to adjust your view dependent on the device you are using.
The column view is best suited for desktop editing and allows for a visual navigation of a pages through a series of cascading columns. Selecting a page in the leftmost column will display the child pages in a column to the right. Selecting a page in the right column will then display the child pages in another column to the right and so on.
Card view displays information cards for each page at the selected level. These provide information such as:
- A visual representation of the page content.
- The page title.
- Important dates (such as last edited, last published).
- If the page is locked or hidden.
Similar to the card view, list view shows you one level of pages at a time. You can navigate down through pages by tapping/clicking on the page name and back up by using the breadcrumbs in the header.
You can use the list view to re-order your pages. Hover over the small dots on the far right of each page listing. When the hand icon appears, drag and drop to adjust the order. The order your pages exist in AEM will be the order your pages are shown live on your site.
The product navigation button can be found in the top left corner of the screen. It allows users to move between different sections of AEM.
There are three main areas that AEM authors will use.
- Sites - Houses all pages and sites in AEM. Most of your time spent in AEM will be in sites, and most of this training will cover how to work in the sites console.
- Assets - Where images and documents are stored in order to be used on pages.
- News - All stories for UC News are created and submitted through AEM. Separate access and training is required for access to the news system.