SDL Tridion User Guide

Accessing SDL Tridion

You need to use a web browser (e.g. Mozilla Firefox, Google Chrome, Internet Explorer, or Safari) to access SDL Tridion. The program will only be "open" in the tab or window that you are using SDL Tridion. SDL 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 SDL 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. 
  • SDL 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 SDL Tridion, you'll have to select your preferred language before you can begin editing.

SDL Tridion Training Videos

Before getting access to SDL Web, you must review the SDL 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.

Part 1: The Fundamentals

Before learning how to create or edit your site, please review these SDL 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.

  • Grasping how SDL 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 SDL Tridion looks in your browser.

  • Navigating SDL 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 SDL Tridion.

Part 2: Overview of Website Building

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

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

  • 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. 
  • 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.