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Introduction to UI Personalization
with Kentico CMS 7
Thom Robbins
thomasr@kentico.com
Session agenda
• UI personalization fundamentals
• System management options
• Creating custom UI elements
• Wrap up
UI personalization fundaments
Importance of UI personalization…
• Create simplified
interfaces
– Decrease the learning
curve
– Remove unnecessary
features
– Show only essential
business features
UI Personalization Fundamentals
• Kentico CMS user
interface consists of
Modules
• Modules contain UI
Elements
– Page or part of page in
CMS Desk that can be
hidden from a users
• Tab
• Menu Item
• Groups of Controls
CMS Desk Only!
Runtime Management
• UI profile defines visibility of a UI Element for a particular role
• User profile defined by UI profiles of their roles
• UI element visible if at least one role the user is a member makes element visible
Demo – UI Personalization in Action
Let’s Meet Andy
System management options
Enabling UI Personalization
Site Manager -> Settings -> Security -> Enable UI Personalization
What Can I Customize?
***UI Personalization applies to CMS Desk only***
Personalization available for UI Elements
• CMS Desk main tabs (module CMS Desk)
• CMS Desk –> Content Tab (module Content)
• CMS Desk -> Content -> New (module New)
• CMS Desk -> My desk tab (module My desk)
• CMS Desk -> Tools tab (module Tools)
• CMS Desk -> Administration tab (module administration)
• WYSIWYG editor (module WYSIWYG editor)
• Media dialog (module Media dialog)
Modules..
Site Manager ->Development -> Modules
Define which UI Elements are available
UI Personalization
Site Manager ->Development -> Modules
Set Permissions for Roles
Creating custom UI elements
Adding New UI Elements
Display Name Element name in Administration interface
Code name Web site code name
Element is custom Set value to true for custom UI elements
Caption UI Caption
Icon path Menu item icon
Demo
Adding a New Tab to the CMS Desk
Wrap up…
• UI personalization
provides a great
opportunity to
customize the
interface
• Understand your user
needs
Questions…
Thanks!
Thomas Robbins, Kentico CMS Chief Evangelist
Check out the Digital Marketing University
for more great marketing content!
Email: thomasr@kentico.com
Twitter: @trobbins
Twitter: @MYMKTING
Who are we?
Kentico CMS is one of the
most powerful Customer
Experience Management
Systems and Content
Management Systems on the
planet. With over 18,000 web
sites in 90 countries it is used
for everything from simple web
sites to complex applications.
Kentico CMS is easy to
install, simple to manage and
reliable.

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Introduction to UI Personalization with Kentico CMS 7

  • 1. Introduction to UI Personalization with Kentico CMS 7 Thom Robbins thomasr@kentico.com
  • 2. Session agenda • UI personalization fundamentals • System management options • Creating custom UI elements • Wrap up
  • 4. Importance of UI personalization… • Create simplified interfaces – Decrease the learning curve – Remove unnecessary features – Show only essential business features
  • 5. UI Personalization Fundamentals • Kentico CMS user interface consists of Modules • Modules contain UI Elements – Page or part of page in CMS Desk that can be hidden from a users • Tab • Menu Item • Groups of Controls CMS Desk Only!
  • 6. Runtime Management • UI profile defines visibility of a UI Element for a particular role • User profile defined by UI profiles of their roles • UI element visible if at least one role the user is a member makes element visible
  • 7. Demo – UI Personalization in Action Let’s Meet Andy
  • 9. Enabling UI Personalization Site Manager -> Settings -> Security -> Enable UI Personalization
  • 10. What Can I Customize? ***UI Personalization applies to CMS Desk only*** Personalization available for UI Elements • CMS Desk main tabs (module CMS Desk) • CMS Desk –> Content Tab (module Content) • CMS Desk -> Content -> New (module New) • CMS Desk -> My desk tab (module My desk) • CMS Desk -> Tools tab (module Tools) • CMS Desk -> Administration tab (module administration) • WYSIWYG editor (module WYSIWYG editor) • Media dialog (module Media dialog)
  • 11. Modules.. Site Manager ->Development -> Modules Define which UI Elements are available
  • 12. UI Personalization Site Manager ->Development -> Modules Set Permissions for Roles
  • 13. Creating custom UI elements
  • 14. Adding New UI Elements Display Name Element name in Administration interface Code name Web site code name Element is custom Set value to true for custom UI elements Caption UI Caption Icon path Menu item icon
  • 15. Demo Adding a New Tab to the CMS Desk
  • 16. Wrap up… • UI personalization provides a great opportunity to customize the interface • Understand your user needs
  • 17. Questions… Thanks! Thomas Robbins, Kentico CMS Chief Evangelist Check out the Digital Marketing University for more great marketing content! Email: thomasr@kentico.com Twitter: @trobbins Twitter: @MYMKTING
  • 18. Who are we? Kentico CMS is one of the most powerful Customer Experience Management Systems and Content Management Systems on the planet. With over 18,000 web sites in 90 countries it is used for everything from simple web sites to complex applications. Kentico CMS is easy to install, simple to manage and reliable.

Editor's Notes

  1. Implementing UI Personalization in Kentico CMS 7 required additional re-factoring of how the application is structuredThe term modules is nothing new but an important term to keep in mind when talking about UI personalizationBy definition modules contain UI elementsThese elements consist of tabs, menu items and groups of controls and are what is hidden from the usersThe screen shot you can see here represents an example of a customized CMS DESK – Tools Tab. As you can see the module CMS DESK has UI personalization applied that hides various menu items or UI elements from this user. Whether a UI Element is shown or hidden is based on role security