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MySource Matrix User Manuals

This page provides end user documentation for the MySource Matrix Content Management System (CMS). If you are a first time user, it is recommended that you read the Fundamentals manual before any other manual listed below.

You will need to login with a Squiz client account to gain access to the documentation for modules covered by the SSV licence.

The versions of the manuals match the release of the corresponding MySource Matrix version. For example if the version of a manual is 3.18, the manual is up-to-date for v3.18 of MySource Matrix.

For older version of the manuals, please see the documentation download page.

Please note, some of these files are large and take several minutes to download.

Concepts

This manual is designed for non-technical users and provides an explanation of the concepts of MySource Matrix.The overview of contents for this manual is as follows:

  • What is MySource Matrix
  • MySource Matrix Concepts
  • Administration Interface
  • Simple Edit Interface
  • Using the Asset Map
  • My Space
  • Asset Maintenance
  • Page Contents and Divisions
  • HIPO Herder
  • Keyword Replacements
  • Global Keyword Replacements
  • Keyboard Shortcuts

The functions outlined in this manual are covered in MATR 101 training course.

Please note for previous versions of MySource Matrix, please refer to the MySource Matrix Fundamentals manual

Current versions of this manual:

Content Types

This manual explans each of the content types that are available in MySource Matrix. The overview of contents for this manual is as follows:

  • WYSIWYG Editor
  • Code
  • Image
  • Nest Content
  • Raw HTML
  • Structure Tree
  • Snippet

The functions outlined in this manual are covered in MATR 101 training course.

Please note for previous versions of MySource Matrix, please refer to the MySource Matrix Fundamentals manual

Current versions of this manual:

Asset Screens

This manual explains each of the screens for a Standard Page asset. These screens are available on a majority of the assets in MySource Matrix. The overview of contents for this manual is as follows:

  • Details
  • Edit Contents
  • Web Paths
  • Permissions
  • Workflow
  • Roles
  • Metadata Schemas
  • Metadata
  • Dependants
  • Linking
  • Settings
  • History
  • Logs
  • Preview
  • Lookup Settings
  • Tagging

The functions outlined in this manual are covered in the MATR 101 and MATR 201 training course.

Please note for previous versions of MySource Matrix, please refer to the MySource Matrix Fundamentals manual

Current versions of this manual:

Core Assets

This manual explains the core assets in MySource Matrix. The overview of contents for this manual is as follows:

  • Site
  • Site Network
  • Standard Page
  • Folder
  • File
  • Image
  • MS Excel Document
  • MS PowerPoint Document
  • MS Word Document
  • PDF File
  • RTF File
  • Text File
  • Thumbnail

The functions outlined in this manual are covered in the MATR 101 and MATR 201 training courses.

Please note for previous versions of MySource Matrix, please refer to the MySource Matrix Fundamentals manual

Current versions of this manual:

Fundamentals

This manual is designed for non-technical users and provides an explanation of the functionality available through the MySource Matrix Administration interface.

The functions and assets outlined in this manual are covered in MATR 101 training course.

Current versions of this manual:

User and Permissions

This manual explains users, user groups, roles and permissions. The overview of contents for this manual is as follows:

  • Users
  • User Groups
  • Roles
  • Permissions

The functions outlined in this manual are covered in the MATR 201 training course.

Please note for previous versions of MySource Matrix, please refer to the MySource Matrix Administration manual

Current versions of this manual:

Schemas

This manual explains the schema assets in MySource Matrix. The overview of contents for this manual is as follows:

  • Metadata Schemas
  • Workflow Schemas

The functions outlined in this manual are covered in the MATR 201 training course.

Please note for previous versions of MySource Matrix, please refer to the MySource Matrix Administration manual

Current versions of this manual:

Reports

This manual explains the report assets in MySource Matrix. The overview of contents for this manual is as follows:

  • Overview
  • Generating and Viewing a Report
  • Asset Couner Report
  • Asset Statuses Report
  • Incomplete Metadata Report
  • Links Report
  • Safe Trash Report
  • Search Log Report
  • Structured Asset Report

The functions outlined in this manual are covered in the MATR 201 and MATR 212 training courses.

Please note for previous versions of MySource Matrix, please refer to the MySource Matrix Administration manual

Current versions of this manual:

Administration

This manual provides a detailed explanation of the administration features of MySource Matrix. The overview of contents for this manual is as follows:

  • Tools
  • Users
  • User Groups
  • Roles
  • Permissions
  • Metadata Schemas
  • Workflow Schemas
  • Reports
  • Settings Screen
  • History Screen
  • Logs Screen
  • Keyword Replacements

Most of these features are covered in the MATR 201 training course.

Current versions of this manual:

System Configuration

This manual explains the screens available in the System Configuration section of MySource Matrix. The overview of contents for this manual is as follows:

  • System Configuration
  • HIPO Configuration
  • External Tools Configuration
  • Global Preferences
  • Password Rules Configuration
  • Messaging Service Configuration
  • Active Locks

The functions outlined in this manual are covered in the MATR 201 training course.

Please note for previous versions of MySource Matrix, please refer to the MySource Matrix Administration manual

Current versions of this manual:

System Administration

This manual provides a detailed explanation of the system administration features of MySource Matrix. The overview of contents for this manual is as follows:

  • Sites
  • Site Networks
  • System Configuration
  • HIPO Configuration
  • External Tools Configuration
  • Global Preferences
  • Password Rules Configuration
  • Messaging Service Configuration
  • Active Locks
  • Log Manager
  • System Administrators Folder
  • Cron Manager
  • Remap Manager
  • Cache Manager
  • Trash
  • Safe Trash

Most of these features are covered in the MATR 201 training course.

Current versions of this manual:

Triggers

This manual provides a detailed explanation of Triggers within MySource Matrix. The overview of contents for this manual is as follows:

  • What are Triggers?
  • Trigger Manager
  • Adding and Maintaining Triggers
  • Trigger Events
  • Trigger Conditions
  • Trigger Actions
  • Batching
  • Examples

Triggers are covered in the MATR 201 training course.

Current versions of this manual:

Custom Form

This manual provides a detailed explanation of the Custom Form asset within MySource Matrix. The overview of contents for this manual is as follows:

  • Overview of the Custom Form
  • Adding a Custom Form
  • Form Contents
  • Sections
  • Questions
  • Question Types
  • Formatting the Custom Form
  • Submission Logs
  • An Example of Creating a Custom Form
  • Keyword Replacements

Custom Forms are covered in the MATR 210 training course.

Current versions of this manual:

Asset Listing

This manual provides a detailed explanation of the Asset Listing, What's New and Hit Count Listing Page assets within MySource Matrix. The overview of contents for this manual is as follows:

  • Overview of the Asset Listing
  • Adding an Asset Listing Page
  • Formatting the Asset Listing
  • Details Screen
  • Display Formats Screen
  • Column Layout Screen
  • Asset Sorting Screen
  • Asset Grouping Screen
  • Position Formats
  • Asset Selections Screen
  • Type Formats
  • A-Z Listing
  • Random Listing
  • Structured Root Selector
  • What's New
  • Hit Count Listing Page
  • Keyword Replacements

Asset Listings and What's New are covered in the MATR 210 training course.

Current versions of this manual:

Online Quiz

This manual provides a detailed explanation of the Online Quiz. The overview of contents for this manual is as follows:

  • Overview
  • Online Quiz
  • Online Quiz Multiple-Choice Question
  • Online Quiz Question Group
  • Submission Logs
  • Example

Current versions of this manual:

Other CMS Assets

This manual provides a detailed explanation of the other assets available in the CMS page. The overview of contents for this manual is as follows:

  • Account Manager Page
  • Asset Builder Page
  • Link Manager Page
  • Multiple Page
  • Online Poll
  • Password Reset Page
  • Redirect Page
  • Site Map
  • User Group Manager Page
  • Keyword Replacements

Most of these assets are covered in the MATR 210 training course.

Current versions of this manual:

Designs

This manual describes how to create a design in MySource Matrix. The overview of contents for this manual is as follows:

  • Steps to Creating a Design in MySource Matrix
  • Design Asset
  • Design Customisations
  • Design Tags
  • Access History Design Area
  • Asset Lineage Design Area
  • Body Design Area
  • Calendar Design Area
  • Constant Button Design Area
  • Datetime Design Area
  • Declared Vars Design Area
  • Head Design Area
  • Login Form Design Area
  • Menu Normal Design Area
  • Menu Stalks Design Area
  • Metadata Design Area
  • Nest Content Design Area
  • Request Vars Design Area
  • Search Box Design Area
  • Show If Design Area
  • Global Variables
  • Using Alternate Designs
  • CSS File

The functions outlined in this manual are covered in the MATR 330 training course.

Current versions of this manual:

Paint Layouts

This manual explains the Paint Layout asset in MySource Matrix. The overview of contents for this manual is as follows:

  • Overview
  • Formatting a Paint Layout
  • Details Screen
  • Usage Screen
  • Type Formats
  • Conditional Keywords Screen
  • Example

The functions outlined in this manual are covered in the MATR 201 training course.

Current versions of this manual:

Simple Edit Layout

This manual explains how to modify the layout of the Simple Edit Interface. The overview of contents for this manual is as follows:

  • Overview
  • Simple Edit Layout
  • Layout Manager
  • Examples

The functions outlined in this manual are covered in the MATR 201 training course.

Current versions of this manual:

Server Administrator

This manual details the Server Administration tasks for MySource Matrix, including setting up your server. It is designed for technical users who are also system administrators for your server. The overview of contents of this manual is as follows:

  • Software Configuration Files
  • Pre-Uploading Files
  • Creating a robots.txt File
  • Scripts
  • Maintenance Tasks

Current versions of this manual:

News

This manual provides a detailed explanation of the News package within MySource Matrix. The overview of contents for this manual is as follows:

  • Comment
  • News Item
  • RSS Feed
  • Keyword Replacements

Current versions of this manual:

Calendar

This manual provides a detailed explanation of the calendar package that is available in MySource Matrix. The overview of contents for this manual is as follows:

  • Calendar Page
  • Single Calendar Event
  • Recurring Calendar Event
  • Multi-Date Calendar Event
  • Restricted-Period Calendar Page
  • Rolling Calendar Page
  • Upcoming Events List
  • Example Calendar Page

Current versions of this manual:

Lexicon

This manual provides a detailed explanation of the Lexicon module which allows you to use the thesaurus functionality within your site. The assets that are covered in this manual include the Thesaurus and Thesaurus Term.

Current versions of this manual: