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Agent","NavigateURL":"/systemadmin/Utilities/cleanup_agent/CleanupAgent.html","LinkTypeCode":"TP","JSProperties":"toolbar=no,location=no,menubar=no,status=no,resizable=no,scrollbars=no,width=,height=,directories=no,top=30,left=30","NavLevel":2,"NavItem":null,"IsSeperator":false},{"NavID":79,"Text":"Config Settings","NavigateURL":"/systemadmin/Utilities/config_settings/ConfigSettings.html","LinkTypeCode":"TP","JSProperties":"toolbar=no,location=no,menubar=no,status=no,resizable=no,scrollbars=no,width=,height=,directories=no,top=30,left=30","NavLevel":2,"NavItem":null,"IsSeperator":false},{"NavID":80,"Text":"Countries","NavigateURL":"/systemadmin/Utilities/countries/Countries.html","LinkTypeCode":"TP","JSProperties":"toolbar=no,location=no,menubar=no,status=no,resizable=no,scrollbars=no,width=,height=,directories=no,top=30,left=30","NavLevel":2,"NavItem":null,"IsSeperator":false},{"NavID":185,"Text":"Display 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Adding an Add-On to an existing Template and Layout

This process is conducted through the Front End  of iD.

Add-On Apps (also known as API Components) are component-based applications that operate and are configurable via Layout Manager.

To configure an iD Add-On, you will need to access Layout Manager via the Front End of your intranet. You must first add the Add-Onn App to the iD CMS template, as templates dictate which components can be used on layouts.


Adding an Add-On to an existing template and layout

  1. The following steps show you how to make the SharePoint Connector Add-On available on existing Layout Manager templates and layouts; the same steps can be applied to other iD Add-Ons, e.g. Social Media Add-Ons including Twitter, Facebook and Yammer


  2. Select Manage Layout on the subsite in which you'd like to modify an existing Layout Manager template and layout

     



  3. The Layout Manager application will be displayed, you will see 3 tabs: Layouts, Expired Layouts and Subsite Templates. Select the Subsite Templates tab and click the title for the applicable template

       



  4. Once the Subsite Template loads in Edit Mode, you will see a series of headings across the top of the page. These assist you in customizing the Subsite Template to suit your needs.

      


  5. To add the SharePoint Connector to this template, select the Components tab and then click the External subsection. The External subsection should display the external components (or Add-Ons) that are currently available for this template. These components are installed separately to iD and are created using the iD API


      




  6. Click Set Allowed Components to select which external components are allowed to be used on this template and its subsequent iD CMS pages.

     



  7. A pop-up window will open that will display a list of iD API Components that are currently installed. In this case, we should see SharePoint as an option. Select SharePoint and click OK

     



  8. To view the the SharePoint Connector component so that it can be added to this template, select Manage Components

     



  9. A list of the Allowed Components for this template will be displayed. Select SharePoint and click OK

       



  10. The SharePoint Connector component will now appear in the External component's list

      



  11. Save the template. This will ensure that the SharePoint Connector will be accessible to all layouts based on this template

     


  12. Now you need to edit an existing layout that uses the template you have edited. Navigate to the applicable Layout and select Edit Layout > Edit Live from the top of screen; or click on the Layouts tab, select the applicable layout title and then select Edit Layout > Edit Live from the top of screen

                                           


  13. Once the page loads, you will see a notification advising you that the Template used is not up to date. You can either View Template, Update Template or click the 'x' icon to close the notification. Click the 'x' to close the notification. We will update the template via the Layout Properties (see instructions below)

     



  14. To update the layout template via the Layout Properties, click Properties on the Editing Toolbar, and then click Update Template.

     



  15. Select the Template you would like to update as the layout template. Note: for our purposes we want to select the same template that we initially added the SharePoint Connector to, however, in general you are able to select any template to update as the layout template.

    We will select Home Subsite Template and click OK

     




  16. The layout will refresh itself. To check that the layout template has been updated, click Components and select External. You will see that the SharePoint Connector is now available to be used on this layout.

       



  17. Drag and drop it onto the layout to include it

     



  18. Once you have finished modifying the layout, click the Save icon and select Publish to Live & Exit - this will publish the layout to live immediately and exit out of Edit Mode

     



    Enter a description of the changes made and click Save

     

 

Adding an Add-On to a new Layout Manager template and layout

  1. The following steps show how to make the SharePoint Connector Add-On available on a new template and iD CMS page; the same steps can be applied to other iD Add-Ons; e.g. Media Add-Ons including Twitter, Facebook, and Yammer



  2. Navigate to the subsite in which you wish to create a template and click Manage Layout at the top of the screen

     



  3. The Layout Manager application will be displayed and an Editing Toolbar can be seen at the top of the page. Select New Subsite Template
     



  4. The New Subsite Template wizard will be initiated

    Step 1 - Details
    Specify the name of the template as well as the description. The name and description fields should accurately reflect the purpose of the template

       




    Step 2 - Subsite 
    Select the subsites for which this subsite template should be available 

       




    Step 3 - Finish
    Review the options selected and either go back and change any of the details selected, or proceed with the template creation by clicking the Finish button

       



    Once the Finish button has been clicked, you are directed to the Edit Template functionality where additional customization of the template takes place



  5. Once in Edit Mode, you will notice a set of headings across the top of the screen. These assist you with creating the new template (click here for more information about creating templates)


      

  6. To add SharePoint Connector to the template, click the Components tab and select External to display the external components (or Add-Ons) that are currently available for this template. These components are installed separately to iD and are created using the iD API

      


  7. Click Set Allowed Components to select which external components are allowed to be used on this template and its subsequent layouts

     



  8. A pop-up window will open that will display a list of iD API Components that are currently installed. In this case, we should see SharePoint as an option. Select SharePoint and click OK





  9. To view the SharePoint Connector component so that it can be added to this template, select Manage Components

     



  10. A list of Allowed Components for this template will be displayed. Select SharePoint and click OK





  11. The SharePoint Connector component will now appear in the External components list

     



  12. Save the template. This will ensure that the SharePoint Connector will be accessible to all layouts based on this template





  13. Now you will need to create a new layout based on this template. Navigate to the subsite in which you wish to create a template and click Manage Layout at the top of the screen






  14. The Layout Manager application will be displayed and an Editing Toolbar can be seen at the top of the page. Select New Layout

     



  15. The New Layout wizard will be initiated

    Step 1 - Details
    Specify the name of the template as well as the description. The name and description fields should accurately reflect the purpose of the template

       




    Step 2 - Owner
    Add User/s who you would like to be the Owner/s of this template. Click Add User/s and search for them by name; once you have located applicable user/s, click Add to add them as an owner

       




    Step 3 - Templates
    Click Select Template to select the template this new subsite template is to be based on

       



    Step 4 - Finish
    Review the options selected and either go back and change any of the details selected, or proceed with the template creation by clicking the Finish button

       



    Once the Finish button has been clicked, you are directed to the Edit Template functionality where additional customization of the template takes place



  16. Once in Edit Mode, you will notice a set of headings across the top of the screen. These assist you with creating the new template (click here for more information about creating templates)

      



  17. To add SharePoint Connector to the template, click the Components tab and select External to display the external components (or Add-Ons) that are currently available for this template. These components are installed separately to iD and are created using the iD API

      




  18. Click the Save icon and select Publish to Live & Exit to make this layout available

     




    Enter a description of the changes made and click Save

     


 
 
 
 
 
 
iD Help refers to iD 8
 
 
 
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