Logging In
Sitecore XM Cloud access is enabled with Okta single sign-on. Users with access will be able to log in using their MSU Net ID.
Apps
Upon log in, users are presented with the Apps screen. Available options here will vary depending on access levels.
Available Apps:
- XM Cloud — MSU / prod: This is the production app. All website development by content authors is done in this app.
- XM Cloud — MSU / qual: This is the testing app, used by Sitecore developers for quality assurance testing. The majority of users will not use this app.
Navigate between the apps by either clicking on the appropriate app icon on the landing page or by clicking the switcher icon (a grid of nine dots in the top left corner) and choosing the appropriate app from the drop-down menu.
Clicking the App icon will open the Tools menu. On the Tools menu, click on a tool to go straight to that tool or click the Open App button to open the App landing page in a new window. On the landing page, choose the thumbnail for the website to work with. From a tool, choose the website from the website drop-down menu on the Global toolbar.
Tools
Each XM Cloud app contains a suite of tools used for webpage creation. Access to the tools may vary, depending on a user’s level of system access.
These tools include:
- Pages — Pages is the tool most commonly used by content authors to create and manage website content. It is a visual editor with drag-and-drop functionality for adding prebuilt components to a page layout. The content in the components can be edited on the page and previewed in real time on various device sizes.
- Explorer — Explorer can be used to create and edit content, outside of the context of how it is presented on a webpage. It can be useful when creating and editing components that will live on multiple pages. It works with data fields. It is a more modern interface than Content Editor.
- Content Editor — Content Editor can also be used to create and edit content, outside of the context of how it is presented on a webpage. It works with data fields and will look familiar to users with experience in Sitecore XP.
- Forms — Forms is used to create, edit and manage Forms built within Sitecore. This will not be used for non-Sitecore forms that are embedded into a webpage.
To launch a tool:
- Select the XM Cloud MSU / prod app from the Apps landing page or the Apps menu (open by clicking the launchpad icon).
- Select the tool from the menu.
Learn More
Pages
Content authors can use Pages to create and edit webpages within a website. Most users will predominantly work with this tool.
Forms
Simple forms can be built directly in Sitecore. Note: Admissions and recruitment-related data collection forms should utilize Slate and the associated Slate Form component instead of Sitecore Forms.
Content Editor
Sitecore XM Content Editor allows users to work with content independent of how it is presented on a website. Editing is done in fields and is not visual. Use of this tool is generally optional and won’t be necessary for most users.
Explorer
Sitecore XM Cloud Explorer allows users to work with content independent of how it is presented on a website using data fields and a modern interface. Use of this tool is generally optional and won’t be necessary for most users.
Field Types
The Sitecore XM Cloud documentation throughout this website will reference various fields and field types. Expand the tabs below for an explanation of these field types.
A toggle button. Selecting the checkbox will change a setting for the field.
Users select one or more checkboxes representing the options within the item specified by the Source property of the field.
Manually select or enter a date.
Manually select or enter a date and time. If no time is entered, the field will default to midnight.
Lets users select a single item from the list specified by the Source property of the field using a drop-down list.
Users select a single item from the list specified by the Source property of the field. The name of the selected item is stored in the system.
Lets users select a descendant of the item specified by the Source property of the field.
Select a file from the Media Library. Click Open file to open the Media Browser and select the file.
Lets users link to an item, a URL, an anchor, an email address or a JavaScript function. General link with search allows users to search for and create a link to an item stored anywhere in the Content Tree.
Associates a themed icon with each item.
Select an image from the Media Library and specify image properties. Click Open file to open the Media Browser and select the file.
A single line of numeric text.
Creates a link to a specific item within the Content Tree.
Simple text spanning multiple lines. There is no rich text support for these fields.
User can select zero or more items from the list specified by the Source property of the field. The user can sort the selected items.
A single line of numeric text.
A single line of text.
Text that can span multiple lines and include rich text formatting. Click Show Editor to access the rich text editor. Click Edit html to access the stored HTML.
A single line of text.
Users can select zero or more descendants of the item specified by the Source property of the field. The user can sort the selected items. The TreelistEx version will only display selected items until the user opens the editing menu in a new browser window.
Documentation updated: May 31, 2024