OFIS wcms modified install

The Online Faculty Information System, ofis - https://ofis.uwaterloo.ca/, module will automatically generate UW professor’s wcms personal profile. Follow this procedure to replace the previous personal profile pages with ofis'.

I will use the breadcrumb method to refer to navigating to pages. For example, Page 1 > Subpage Link 3 > Sub-subpage Link 2.

1. Activate the Module

Ask IST, request@ist.uwaterloo.ca, to activate the ofis module for your department’s website.

2. Contacts

The contact’s personal profile url will be pointed to ofis':

  • log into the wcms

  • go to Menu > My Workbench > Create/Manage Content > Contact, to get a list of all the previously created contacts

  • pick a contact and on the right hand side, click the edit link

  • scroll down to the 'Link to Profile' section <img src="%ATTACHURLPATH%/wmcs-profile.jpg" alt="UW wcms Link in Profile section" width='879' height='84' />

  • if there is a value already in the url field, make a NOTE of it, i.e. node/27

  • change the url field value to 'profile/nexusid' where nexusid is the UW nexus userid of the person

  • click the Save button to save the changes.

Note: it will be useful to keep a list of all contact nexus-userids that have been changed.

If there is no old value in the url field, you can skip step 3 for this person.

3. Fix Old Page Links

Archive the personal profiles:

  • go to Menu > My Workbench > Create/Manage Content > Personal Profile, to get a list of all the previously created personal profiles

  • pick a personal profile and click on it’s title to act on the published version

  • click on the 'Moderate' tab, to go to the latest revision

  • on the far right, under 'Moderation actions' click the Unpublish link to 'Set moderation state'

  • select 'archived' from the list and click the Unpublish button

Fix Broken archived pages links:

  • go to Menu > Dashboard

  • on the right side, in the Site Administration section, click the 'Broken links' link

  • this page will report any pages, on your site, that has a link to the pages that you just archived

  • if there is, under the Operations column on the right, click Edit for the particular node link

  • edit the content to point to the new personal profile location and save when complete

  • continue until no broken personal profile links are displayed.

Redirect the archived pages:

  • go to Menu > Dashboard

  • on the right side, in the Site Administration section, click the 'Redirects' link

  • this is a report of pages and where they have been redirected to

  • pages that have a node number link, in the To column, are redirected to themselves

  • if the node-number-link page, i.e. node/27, is already in the From column:

    • edit it by clicking under the Operations column

    • in the 'Redirect them to:' field, type 'profile/nexus-userid' of the page to redirect to, where nexus-userid is the person’s nexus userid

    • click Save and continue onto the next person

  • if the node-number-link page, i.e. node/27, is not in the From column:

    • at the top of the Redirect page, click the 'Add redirect' button

    • in the 'When someone goes to:' field, type the old node-number-link page, i.e. node/27, of the person

    • in the 'Redirect them to:' field, type 'profile/nexus-userid' of the page to redirect to, where nexus-userid is the person’s nexus userid

    • click Save and continue onto the next person.

4. Clear All Caches

After changing everyone, clear the wcms caches to ensure old pages are cleaned up:

  • go to Menu

  • click the 'Clear all caches' section/button

  • wait till the wcms has finished, which may take 3 to 5 minutes.

You are now done.

 — MarlonAGriffith - 12 Dec 2016