MS Excel Document

A MS Excel Document asset is used to upload MS Excel Documents into Squiz Matrix. To be able to allow users to view and download the file from your Site, you need to create a MS Excel Document asset. Once it has been created, it can be used as many times as you like within your Squiz Matrix system.

Adding a MS Excel Document

When you add a MS Excel Document, additional fields will appear on the Create new MS Excel Document screen, as shown in the figure below.

The Create new MS Excel Document screen  

Enter the following details for the MS Excel Document asset:

• Title: enter the name for the MS Excel Document asset. This will be used as the friendly name of the MS Excel Document and will appear in the Asset Map. This name will also appear where ever the keyword replacement %asset_short_name% is used. This field is required when creating an MS Excel Document.
• Upload File: select which file to use as the MS Excel Document. To do this, click on the Browse button - the File Upload pop-up will appear. Locate the file that you want to use, left click on it and click on the Open button. The path of the file that you have selected will appear in the Upload File field. You can only upload files of type xls.
• Choose a pre-uploaded file: if the MS Excel Document has already been uploaded to the server, you can select that file by clicking on the Choose a pre-uploaded file button. For more information on how to do this, refer to the Using Pre-uploaded Files section in this chapter.

Once you have entered the required information, click Commit. Your MS Excel Document will appear in the Asset Map on the left hand side of the screen.

Once created, you can configure the settings of your MS Excel Document on its associated asset screens. These screens are often the same or similar to those for a Standard Page and are described in the Asset Screens manual. In this chapter, we will describe the Details screen, which is different for a MS Excel Document.

Tip: To find out which assets in the system have a hyperlink to a MS Excel Document, look at the Linking screen. The assets linked to the MS Excel Document will be listed in the Current Linking section.

Details Screen

The Details screen for a MS Excel Document allows you to set up this asset. For more information about the Status, Future Status and Thumbnail sections of this screen, see the Details chapter in the Asset Screens manual.

Details

This section allows you to change various details of the MS Excel Document including the Title and which file it is using.

The Details section of the Details screen

The fields available are as follows:

• Title: by default, the Title that was entered into the Title field when the MS Excel Document was created will appear in this field. You can change the Title by clicking into this field and entering the new Title for the MS Excel Document.
• Filename: by default, the name of the file that was used when the MS Excel Document was created will appear in this field. You can change the name of the file by clicking into this field and entering the new file name.
• Upload File: this field allows you to upload a new version of the MS Excel Document. This file can be an updated version of the file or a different file. To upload a new file, click on the Browse button - the File Upload pop-up will appear. Locate the file that you want to use, left click on it and click on the Open button. The path of the file that you have selected will appear in the Upload File field.
• Current File: this section outlines the details of the MS Excel Document including the size of the file and when it was last updated. If you click on the Current File link, a preview of the file will appear in a new window.  

  Tip: If you have selected a new MS Excel Document in the Upload File field, the details of this file will not appear in the Current File section until you click Commit.  

• Allow Unrestricted Access: depending on what this setting is, the Status of the MS Excel Document and whether or not Public Read access has been granted, Squiz Matrix will use different style URLs.  
  • Yes: if the Status of the MS Excel Document is Under Construction and Public Read access has been granted then a human readable URL will be used, for example, http://www.example.com/excel.xls. This means that it is served dynamically from the Squiz Matrix repository and hence is not optimal in terms of performance.
    If the Status of the MS Excel Document is Live and Public Read access has been granted then a static URL will be used, for example http://www.example.com/__data/assets/image/100/excel.xls where 100 is the asset id of the MS Excel Document. The static URL gives optimal performance as it is served directly by the web server.
  • No: if this setting is No, then the human readable URL will be used. This may be required if an external system is referencing the file and needs to use the dynamic human readable URL.
  The default setting of the Allow Unrestricted Access field is Yes.

Using Pre-uploaded Files

When creating a new MS Excel Document, on the Create new MS Excel Document screen there is an option called Choose a pre-uploaded file. This option allows you to select a file that has already been uploaded to the Squiz Matrix server. For more information on how to upload a file to the server,refer to the Server Administrator manual.

When you click on the Choose a pre-uploaded file button, the fields shown in the figure below will appear on the Create new MS Excel Document screen.

The Create new MS Excel Document screen

The fields available are as follows:

• Title: enter the name for the MS Excel Document asset. This will be used as the friendly name of the MS Excel Document and will appear in the Asset Map. This name will also appear where ever the keyword replacement %asset_short_name% is used. This field is required when creating a MS Excel Document.
• Choose a pre-uploaded file: select which file to use from the list provided. This field is required when creating a MS Excel Document.
• Upload File: if the file has not been uploaded to the server, click on the Upload a new file button to upload the file manually. For more information on how to do this, refer to the Adding a MS Excel Document section in this chapter.

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