Tridion User Guide

Tridion Training Videos

Before getting access to Tridion, you must review the Tridion Training Videos. This series of short videos introduce the basic concepts needed to use the CMS and demonstrate how to make simple edits in the system.

Accessing Tridion

You need to use a web browser (e.g. Mozilla Firefox, Google Chrome, Internet Explorer, or Safari) to access Tridion. The program will only be "open" in the tab or window that you are using Tridion. Tridion operates best on Mozilla Firefox and Google Chrome. If necessary, Explorer 8.0 or higher or the latest version of Safari can be used, but Tridion runs slower on these browsers. 

  • If you are not using a computer that is directly connected to the Yale network (i.e., working from home), log into the network using the Yale VPN first. 
  • Tridion can be accessed at http://edit.yale.edu/. You will be prompted to login with your NetID and password.
  • Notes: Turn off pop-up blockers for the domain: edit.yale.edu. If it's your first time accessing Tridion, you'll have to select your preferred language before you can begin editing.

Part 1: The Fundamentals

Before learning how to create or edit your site, please review these Tridion fundamentals. Understanding whats discussed in the following sections is critical for being able to progress to the next stages of page and website development.

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I. Tridion Basics

Grasping how Tridion organizes websites along with their pages and content will make for a smoother transition into actual site building. This section is not intended to teach you how to build or edit sites just yet, but rather provide an overview of how Tridion looks in your browser.

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II. Navigating Tridion

Navigating Tridion is different from how you would navigate a website you would typically find on the web.  This guide will help clarify how to navigate Tridion.

Part 2: Overview of Website Building

Now that you've learned some general features of Tridion, you can begin to think about how to organize and build your website.

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I. Pages and Structure Groups

The way pages and structure groups are organized in the Root folder will determine how users navigate your site.

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II. Components

Components are individual pieces of content  that are inserted onto pages .  Which pages you insert components onto will determine what visitors see in the various sections of your site.

Part 3: Going Live & Editing Existing Material

This section discusses general rules for publishing and editing in Tridion.

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I. Publishing

Tridion allows you to preview, or test, how your site will look and function before going "live." This section covers how to publish your site to the preview and live servers. 

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II. Editing

Editors will spend the majority of their time editing existing sites. Tridion has a streamlined method for editing that eliminates the hassle of having to work in the Building Blocks folders.