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
featur...
UI Personalization Fundamentals
• Kentico CMS user
interface consists of
Modules
• Modules contain UI
Elements
– Page or p...
Runtime Management
• UI profile defines visibility of a UI Element for a particular role
• User profile defined by UI prof...
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 De...
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 custo...
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 ...
Who are we?
Kentico CMS is one of the
most powerful Customer
Experience Management
Systems and Content
Management Systems ...
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Introduction to UI Personalization with Kentico CMS 7

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UI personalization allows the creation of a simplified user interface. It’s a great way to create personalized and
extensible user experiences that empower people to get things done. System administrators are able to remove tabs,
menu items, actions and parts of UI pages that aren’t needed. This allows users to not be overwhelmed by loads of
unnecessary options. System administrators are able to deploy intelligent user interfaces. In this session we will
examine how this feature is used within Kentico CMS 7. We will cover the basics of technical implementation,
design concerns, extensibility and security. In this webinar we looked at how to implement the basics of UI
personalization on your Kentico CMS 7 site.

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  • 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
  • Introduction to UI Personalization with Kentico CMS 7

    1. 1. Introduction to UI Personalization with Kentico CMS 7 Thom Robbins thomasr@kentico.com
    2. 2. Session agenda • UI personalization fundamentals • System management options • Creating custom UI elements • Wrap up
    3. 3. UI personalization fundaments
    4. 4. Importance of UI personalization… • Create simplified interfaces – Decrease the learning curve – Remove unnecessary features – Show only essential business features
    5. 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. 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. 7. Demo – UI Personalization in Action Let’s Meet Andy
    8. 8. System management options
    9. 9. Enabling UI Personalization Site Manager -> Settings -> Security -> Enable UI Personalization
    10. 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. 11. Modules.. Site Manager ->Development -> Modules Define which UI Elements are available
    12. 12. UI Personalization Site Manager ->Development -> Modules Set Permissions for Roles
    13. 13. Creating custom UI elements
    14. 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. 15. Demo Adding a New Tab to the CMS Desk
    16. 16. Wrap up… • UI personalization provides a great opportunity to customize the interface • Understand your user needs
    17. 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. 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.
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