Appendix C: A Quick Reference Guide for the Customization Wizard

This section is meant to be used as a quick reference guide while you are using the Customization wizard. This guide is by no means a complete list of every icon, symbol, link, comment, or drop-down menu that you will see. Instead, it references only those important functions that you will frequently use. For a complete reference to the Customization wizard, see Section 2 Customizing the Subscriber Interface or the online help.

Icons

Various action icons may be displayed while viewing the current draft version or production version of the selected layout element. These icons allow you to perform certain actions on the layout element. Not all actions are always available.

Copy from Production VersionCopy from Production Version Click to make a copy of the current production version and use it as the new draft version. This will overwrite all current changes to the draft version. The production version remains unchanged.  

Deploy as Production VersionDeploy as Production Version Click to deploy the current draft version as the new production version. This will make a copy of the current draft version of the selected layout element and write it into the element's production version, making this the version of the selected element which subscribers actually see. The draft version remains unchanged. If you have at least one layout element in the dataset where the draft version is different than the current production version, then the Deploy icon allows you to deploy all these draft versions at once (either the ones in the dataset itself or all draft versions in the dataset and all its lists).

Reset to System DefaultReset To System Default When this icon is located on the Production tab, then click it to reset the current production version to the LISTSERV Maestro system default. This will overwrite all manual changes to the production version and will reset it to its default. The draft version remains unchanged.

Show PreviewShow Preview Click to show the preview of the current production version.

View SourceView Source Click to view the source of the current production version.

Symbols

Each table on the Membership Area Layout tab lists the available elements and displays their current customization status:

Un-customized Draft Version  The draft version of the layout element is not customized.

Customized Draft Version  The draft version of the layout element is customized.

Un-customized Production Version  The production version of the layout element is not customized.

Customized Production Version  The production version of the layout element is customized.

Draft Version is Customized, but Not Compatible with DatasetThe draft version of the page is customized, but the customized version is no longer compatible with the dataset. Therefore, before you can view (or deploy) the current customized draft version, you will have to make it compatible with the dataset again.

Production Version is Customized, but Not Compatible with the DatasetThe production version of the page is customized, but the customized version is no longer compatible with the dataset. Therefore, the system has automatically modified the customized production version to make it compatible again (and has saved a backup copy of the original customized production version).

Draft and Production Version are the SameThe draft version is the same as the production version.

Draft Version is Not the Same as the Production VresionThe draft version is not the same as the production version.

If neither version is customized, then no comparison symbol is displayed because the two versions are using the default version.

The placeholder tree shows each placeholder by its name using the following symbols:

Free PlaceholderFree Placeholder Free placeholders may appear anywhere on the page, even "inside" other placeholders. They are always optional, which means that you can include them, but do not have to. 

Optional Restricted PlaceholderOptional Restricted Placeholders Restricted placeholders must adhere to their parent-child structure. This means that all top-level restricted placeholders (i.e. the ones without any further parents in the tree structure) can be used anywhere on the page, at top level (not "inside" other placeholders), while sub-level placeholders can only be used on the page if they appear "inside" their matching parent placeholder (as defined by the tree structure). An optional restricted placeholder can be included on the page, but does not have to be included. If such a placeholder is omitted, all its children (if any) must be omitted too. 

Mandatory Restricted PlaceholderMandatory Restricted Placeholders The same rules about restricted placeholders as already described above for optional restricted placeholders apply here too, but placeholders of this type are mandatory (i.e. they must appear on the page); otherwise, the customization is not accepted by the system. Mandatory placeholders are also marked by using a bold font for their name.

Links

Links are the most common function in the Customization wizard. To select a template or page to customize, simply click on the link for that template or page. To perform a specific function, simply click on that link. Some of these links are:

Comments

Various comments may also be displayed, depending on the type of layout element you selected to customize.

Drop-down Menus

Drop-down menus are a common feature when customizing a template or page. The menus available for customization will vary depending on the template or page you are customizing. Some menus are universal and will help you pick the template or page you to customize. Some of these menus are: