TeamSite Advanced Class

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TeamSite Advanced Class

• November 5-7, 2001
• Washington D.C.

Brand Marketing and Communications
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Training Topics

• Definitions
• Advanced TeamSite Navigation
• Naming and Renaming Documents
• Adding, Editing, and Formatting Text within a
  Template
• Data Content Records (DCRs)
• Templates

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Definitions
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Definitions(continued)
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Advanced TeamSite Navigation
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Naming and Renaming Documents

• There are no subfolders in your either your
  workarea or your attachments directory. As a
  result, hundreds of documents could exist in your
  workarea, and hundreds more in your attachments
  directory. Accordingly, following this naming
  convention will help you differentiate your
  documents and attachments from other documents
  and attachments. It will also prevent two
  employees from choosing the same name for
  different documents, and thereby prevent the
  overwriting of your files.
• When saving a New Data Record, you will be asked
  to type a file name in the File Name box. The
  following rules must be followed when naming all
  documents and attachments.
• Use lower case, except for the Division name.
• Do not use spaces, use underscores instead.
• Use only alphanumeric characters (letters and
  numbers), with the only exception being
  underscores instead of spaces.
• If you are naming a DCR, you must enter (.dcr) as
  the file extension at the end of the name. If you
  are naming an attachment, normal Windows file
  extensions apply.
• The following naming conventions apply
• div_dept_doc_date.dcr
• div your division abbreviation
• dept your department abbreviation
• doc document title
• date date, shown as mmddyy (May 3, 2001 would be
  050301)
• Examples
• BMC_ic_survey_012201.dcr
• div BMC
• dept ic
• doc survey
• date 012201
• IPP_afhc_memo_090199.dcr

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Naming and Renaming Documents

• You must follow TeamSite naming conventions when
  naming and renaming both documents and
  attachments.
• 1. If you are renaming a DCR, navigate to the
  templatedata directory. If you are renaming a
  BWD, navigate to your workarea. If you are
  renaming an attachment, navigate to the
  attachments directory.
• 2. Check the box to the left of the file that you
  want to rename.
• 3. Choose "Edit -gt Rename."
• 4. In the Rename File window, change the file's
  name that is listed under the "New Name" heading.
  
• that contains a link to this renamed attachment.

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Naming and Renaming Documents

• 5. In the Rename File window, click the Submit
  button.
• 6. Close the Rename File window.
• 7. Click the Refresh button.
• 8. Note that if you have renamed either the BWD
  format of a document or the DCR format of a
  document, both the DCR and BWD formats are
  renamed.
• 9. Note that if you have renamed an attachment,
  any document references to that attachment are
  not automatically updated. In this case, you must
  start a job to edit any document

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Adding, Editing, and Formatting Text within a
Template

• Basic Text Formatting within any TeamSite
  template, you can create
• Bolded Text
• Highlight the text you want to bold
• Click the "B" button at the top right of the
  TeamSite Templating window or press Ctrl B.
• Italicized Text
• Highlight the text you want to bold
• Click the "I" button at the top right of the
  TeamSite Templating window or press Ctrl I.
• Underlined Text
• Highlight the text you want to bold
• Click the "U" button at the top right of the
  TeamSite Templating window or press Ctrl U.

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Data Content Records (DCRs)

• Every document that is published to BlueWeb
  exists in two different file formats. One file
  format is for people using TeamSite and the other
  file format is for people using BlueWeb.
• When you are creating or editing a document in
  TeamSite, you are using a DCR. When you are
  viewing that same document on BlueWeb, you are
  viewing a BWD.
• Similarly, if you were to have the same document
  on a floppy disk and on a sheet of printed paper,
  it would exist in two different formats. The
  floppy disk format would allow you to make
  changes to the document. The paper format would
  allow other people to see the document.

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DCRs

• DCRs are exist once you first create your
  document in TeamSite. Once your document is
  approved, the BWD format is created and that BWD
  is published to BlueWeb. Returning to the "disk
  versus piece of paper example," you can save your
  document on a disk, but your document only exists
  on paper once you review it and send it to your
  printer.
• You might wonder what the acronyms DCR and BWD
  mean. DCR stands for Data Content Record. BWD
  stands for BlueWeb document.
• All DCRs are located in the templatedata
  directory. All BWDs are located in your workarea.
  
• Just remember, DCRs and BWDs are two different
  formats of the same document. DCR is for TeamSite
  and BWD is for BlueWeb.

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Templates

• There are many mew templates

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