CEO ADVISOR: Client Administration
Contents
1. Edit the client s details Add edit portfolio items Add edit client user group Add edit client users View edit client users group access View edit client portfolio group access Change password details An example of the main Client Adminstration page is displayed below CEO Advisor Client Administration 123 EDIT CLIENT DETAILS ADD EDIT PORTFOLIO ITEM ADD EDIT CLIENT USER GROUPS ADD EDIT CLIENT USERS z View Edit Client User Group Access View Edit Client Portfolio Group Access Change Password Return to main Administration menu ACNielsen Updated 05 12 03 Page 3 CEO Advisor Client Administrator Manual CRC Details Administration Edit Client Details 1 Q TOT Ge iS From the Client Administration page click the Edit Client Details link Result The CRC Details Administration page will appear This displays the existing client administration details Edit the Client Resource Centre Name if required Reselect the Client image details if required Reset the Password Expiration Days if required Optional overwrites Country default Reset the Page Time Out minutes if required Optional overwrites Country default Click the Update Client button to update changes or select Return to Administration without editing to return to the main administration page Note Only Super Administrators can delete a client An example of the CRC Details Administration page is displ2. above will appear You have two options e To update the client user e Modify the user s detail then click the Update User button e To delete the client user e Click the Delete User button If you delete you will get a message prompt confirming if you want to delete this user An example of editing a client user in the Client User Administration page is displaye below CEO Advisor 1234 Client User Administration Please fill in all the fields User Login Disable Account 1234Userl r User Password rerercrcsereren Confirm Password rercrcncreserca Your password must be at least 8 characters long and be both letters and numbers Password Expiration Days days Default 5 days Page Time Out mins Default 60 mins Login Validation by User Name and Password User Name Password and IP User Groups M Corporate CGAM W Group W Group2 M Marketing M Sales Update User Delete User View Edit Client User Group Access View Edit Client Portfolio Group Access Return to Administration without editing ACNielsen Updated 05 12 03 Page 13 CEO Advisor Client Administrator Manual Client User Access Administration Introduction e CEO Advisor groups are used to control users access to the CEO Advisor portfolio contents They are assigned to both Client Users and Topics e When the Client Administrator adds a new Client User the user must be assigned to one or more Client Grou
3. fseq429 cpt Browse Summary Keywords Widget segment growth flucuation year to date Client Groups M Corporate l Group2 M Sales Add Resource Return to Administration without editing DATE TITLE 9 2 1 02 New Line Results 6 02 2ndQtr 4 5 02 1stQtr Continued on next page ACNielsen Updated 05 12 03 Page 6 CEO Advisor Client Administrator Manual Client Portfolio Administration Continued Edit Delete Portfolio I tem 1 Click the Add Edit Portfolio Item link from the Client Administration page 2 Select the Topic you want to edit delete from the list of existing topics Result You will be presented with the Topic s information 3 You have three options e To update the portfolio item e Modify the item s detail then click the Update Restouce button e To overwrite an existing portfolio item e Enter the File Name or click Browse to locate the file that contains the new changes then click the Update Restouce button e To delete the portfolio item e Click the Delete Resource button Note If you delete you will get a message prompt confirming if you want to delete this item e An example of editing an item in the Client Portfolio Administration page is displayed below CEO Advisor 1234 Client Portfolio Administration Start Date fan 9 2002 End Date 11 19 2002 View Report DATE TITLE 11 19 02 l Annual segment growth Add Resource Delete Resource View Edit Client User
4. ssssssssssisssrirssrirsrrrineriineriinnrerrrrr 18 Viewing Presentations on the Pocket PC cece eee enna 20 ACNielsen Updated 05 12 03 Page 1 CEO Advisor Client Administrator Manual CEO Advisor Client Administration Site Administration Main Page Introduction e The CRC Administrator page is displayed after you login as a Client Administrator e Before going any further the Client Administrator should select a CEO Advisor site to work with Pocket PC Client Site e The Super Administrator assigns the access rights for each CEO Advisor site to Client Administrators e Please note this document only discusses the CEO functions when logged on as a client administrator Please refer to the AP Web Client Administration document for CRC functions e An example of the CRC Administration page is displayed below CRC Administration Pocket PC CRC Administration Select Client E Select Pocket PC Client Site User Manual Choose a CEO Advisor site to work on ACNielsen Updated 05 12 03 Page 2 CEO Advisor Client Administrator Manual Client Administration Details Introduction The Super Administrator establishes the original CEO Advisor site Then Client Administrators use this page see below to edit the CEO Advisor information After selecting a CEO Advisor site to work on the Client Administration page will appear This pages acts as the main administration From this page you are able to
5. IRAQ 11 1 02 I Dist Reporting 10 4 02 I 3rdQtr 9 21 02 M New Line Results 7 6 02 M 2ndQtr 445 02 M 1stQtr Add Resource Delete Resource View Edit Client User Group Access View Edit Client Portfolio Group Access Return to Administration without editing Continued on next page ACNielsen Updated 05 12 03 Page 5 CEO Advisor Client Administrator Manual Client Portfolio Administration Continued Add Portfolio Item 1 2 3 Oe et gy on Click the Add Edit Portfolio Item link from the Client Administration page Click the Add Resource button Enter the Title and the creation Date in mmddyy format The current date is entered by default Enter the File Name or click Browse to locate the file Note To view PowerPoint files on the Pocket PC PowerPoint files must be converted to a cpt file first Please refer to the Appendix for information on how to convert files from ppt to cpt Write a summary of this topic to guide others getting into the CEO Advisor site Enter the keywords that can be used for searching Optional Select the Client Groups who can access this topic Click Add Resource when done Result The new topic will be added to the list of existing topics An example of adding a new item in the Client Portfolio Administration page is displayed below CEO Advisor Client Portfolio Administration Title Date mmiddiyyyy Annual segment growth 11 19 02 File Name No file
6. hr CEO Client Administrator User Manual 6 May 03 229 3 KB Return fo main Administration menu View an Administration User manual Open a manual by either 1 Clicking on the appropriate link from beneath the Title header 2 Clicking on the appropriate pdf icon beneath the Type header 3 Right clicking on either the link or icon and selecting Open or Open in new window from the pop up box Printing Saving an Administration User manual Print Save a manual by either 1 Right clicking over the appropriate link icon from beneath the Title Type header and select Print Target or Save Target As from the pop up box 2 Open the manual in a separate window and select File gt Print from the menu bar ACNielsen Updated 05 12 03 Page 17 CEO Advisor Client Administrator Manual Pocket Slides Overview Introduction Before you can add portfolio items you must first convert PowerPoint presentations to cpt files You then attach then cpt files in the Client Portfolio Administration page This will then enable the CEO Client to view the PowerPoint slides presentations in the Pocket PC Installing PocketSlides exe Go to http www conduits com products slides PocketSlides exe This will allow you to download a 30 day trial version of the PocketSlides application Alternatively you can purchase the application go to http www conduits com products slides purchase asp Once PocketSlides has been downloadeded to your
7. CEO Advisor Client Administrator Manual CEO Avvisor Client Administration Client Administrator Manual Table of Contents Table of COntentS indiisiccnsisentcensndcansnneeassedanttscnemsenncannnniaceanddinnnnenbedemenntsenenees 1 CEO Advisor Client Administration cccsscccsencessceeseneeeseseesseeeeceesseeeesaseneaenss 2 Site Administration Main Page cece tint t rnnr AEAEE EEEE EEEE REEERE EEEE EEEE 2 MtrodUcti Oena nara A 2 Client Administration Details o isiaddecacidaniehetiadecsacdaaca EEEO EKANA KEER K EEKE tinea KERER KE REETA 3 INEFOAUCUION arinina a RETR AI ATRA RIRI 3 CRC Details Administrat iOM errisirirrriririrrriririroriririn rnr rar EAr NEE ER seats eG EE EEEE ENA RANEA 4 Edit Client Detalls sisriskrr irriak dca ota eNi ENEN NEJE NENENE SPRA cae can ac NRA PARAE AR NENAS EA PARNE SSN 4 Client Portfolio Administration ereciriiinarrisiriirrininiarri tan a E eet eeet eset enatenaeenas 5 INERODUCHION P A E EE EE E TEE E E TEE EE A TE E TE E 5 VIG WIG PORES ttt teeta astent EEE EEE EE EEE EEE RNEe 5 Ada Potolo tEn ees EAEE AENEAN EAA EERE 6 Edit Delete Portfolio EGIN ccncses cxesdeccuoes iovaanes Ri aAA RIIA EADARRA A ia 7 Client Group AdmiMStratiON avsccwdentaniaerianucdeatabad oteianes bewhaeaberwlaeeedewhadadaeebanee RETE 8 Mero dU O eeen rE T eve EE T ETE TE TETEA 8 Add CIENE GroUDS iscsncereauaseeestund benacaa AEEA DAEA AAA REEERE DEREDE 8 Edit Delete Client GrOUPS osrora inane EET AEON EEE E EOE ENR 9 C
8. Group Access View Edit Client Portfolio Group Access Return to Administration without editing ACNielsen Updated 05 12 03 Page 7 CEO Advisor Client Administrator Manual Client Group Administration Introduction e Client Administrators use the Client Group Administration page to add and or edit the Client Groups according to the client user s need e Client Groups are used to control what individual users can see in the CEO Advisor portfolio e The maximum number of Client Groups is 40 Add Client Groups 1 Choose Add New Group from the Add Edit Client User Groups drop down list on the main administraion page Result You will be presented with a blank form 2 Enter a new Group Name Enter a Description for the new group Optional 4 Click the Add Group button Result A message will appear in the same screen stating that the new group has been updated e An example of adding a new group in the Client Group Administration page is displayed below CEO Advisor Client Group Administration Please fill in all the fields Group Name E AM Description Global Account Managers Add Group View Edit Client User Group Access View Edit Client Portfolio Group Access Return to Administration without editing Continued on next page ACNielsen Updated 05 12 03 Page 8 CEO Advisor Client Administrator Manual Client Group Administration Continued Edit Delete Client Groups Note To
9. PC synchronise your Pocket PC then run the PocketSlides exe from your PC Follow the install shield wizard until the application has been successfully installed Converting Presentations for Pocket PC Viewing 1 Run PocketSlidesExportOptions exe Result The Pocket Slides Export Options wizard appears 2 Click Next 3 If prompted select the output dimenstions for the presentation to be converted The recommended dimension setting is VGA 640 x 480 as illustrated below Pocket Slides Export Options Pocket Slides Conversion Settings Select the output dimensions of the converted presentation Pocket PC Small 240 x 180 Pocket PC Normal 320 x 240 VGA 640 x 480 SvGA 800 x 600 KGA 1024 x 768 Custom 640 x 480 IV Ask this question next time lt Back Finish Cancel 4 Select the Convert Now button Continued on next page ACNielsen Updated 05 12 03 Page 18 CEO Advisor Client Administrator Manual Converting Presentations for Pocket PC Viewing Continued 5 In the Convert from text box enter or browse to the path and filename of the presentation to be converted Result By default the program will automatically duplicate the same path and filename in the Output to text box but will change the file type to cpt Note You can manually change the path for the output file This will be necessary if you are converting presentations from a local PC and outputtin
10. age 15 CEO Advisor Client Administrator Manual Change Client Administrator User Password Introduction e The Change Password function enables the Client Administrator to change their login details e The newly entered details should meet the password field requirements Change Password 1 Click the Change Password hyperlink 2 Type the new password into the New Password box 3 Type the same password again into the Confirm New Password box 4 Click Update button e A confirmation message will appear when the password has been changed successfully e Examples of changing a client password in the Change Client Administratior User Password page is displayed below CEO Advisor Change Client Administrator User Password Login Name admin2 New Password Acacacacacacacacw Confirm New Password Aerciciccrcrcicw Update Return to Administration without editing CEO Advisor Change Client Administrator User Password Password has been changed Return to Administration ACNielsen Updated 05 12 03 Page 16 CEO Advisor Client Administrator Manual User Manual Introduction e The Administrator User Manual page is used to view the CEO user manuals in pdf format e Administrator User Manuals may also be printed or saved locally e An example of the Administrator User Manual page is displayed below Administrator User Manual TYPE TITLE DATE SIZE 3 CRC Client Administrator User Manual 6 May 03 857 2 KB
11. ayed below CEO Advisor CRC Details Admininstration 1234 Please fill in all the fields Optional Client Resource Centre Name 1234 Password Expiration Days 5 days Default 30 days Page Time Out feo mins Default 20 mins Update Client Return to Administration without editing ACNielsen Updated 05 12 03 Page 4 CEO Advisor Client Administrator Manual Client Portfolio Administration Introduction e The Client Portfolio Administration page contains the main content of the CEO Advisor website e Portfolio items can be PowerPoint presentations Word documents Excel spreadsheets text files and image files Typically the Client Administrator converts PowerPoint ppt files to Pocket PC cpt files first The cpt files are then used to upload to the server for viewing by the end user View reports 1 Click the Add Edit Portfolio Item link from the Client Administration page 2 Enter the start and end date in mmddyy format 3 Click the View Report button Result The report titles within the specified period range will be displayed alongside their dates as shown in the example below Note If there are more than six reports to view select the gt gt Next link to see the next reports e An example of the Client Portfolio Administration page is displayed below CEO Advisor 1234 Client Portfolio Administration Start Date 1 1 2002 End Date 11 19 2002 View Report DATE TITLE 11 10 02 M
12. delete a Client Group the User access and Portfolio access must be removed first 1 Choose the group name you want to edit delete from the Add Edit Client User Groups drop down list on the Client Administraion page Result You will be presented with the group s information You have two options e To update the Client User Group e Modify the details for the group then click the Update Group button e To delete the Client User Group e Click the Delete Group button Note If you delete you will get a message prompt confirming if you want to delete this group An example of editing a group in the Client Group Administration page is displayed below CEO Advisor Client Group Administration Please fill in all the fields Group Name GAM Description Global Account Managers Update Group Delete Group View Edit Client User Group Access View Edit Client Portfolio Group Access Return to Administration without editing ACNielsen Updated 05 12 03 Page 9 CEO Advisor Client Administrator Manual Client User Administration Introduction e A Client User is an individual who is authorised with access rights to view CEO Advisor information e The Client Administrator must first set up the Client Users and assign them to the necessary Client Groups e AClient User may then access the CEO Advisor using the login area on the ACNielsen web site home page Continued on next page ACNielsen Upda
13. g them to a server or remote PC location Pocket Slides Standalone Conversion irl Pocket Slides Standalone Conversion Conversion is normally accomplished via drag and drop in conjunction with ActiveSync Convert a presentation with the standalone conveter below Convert From D workinglexample ppt noo Output to er ceolitems example cpt Convert Gancel Close Click Convert Results The file will take a while to convert depending on its size The status bar will indicate its conversion progress Notes When converted the file will be ready to include in the Client Portfolio In this screen you can either close the application or continue converting files ACNielsen Updated 05 12 03 Page 19 CEO Advisor Client Administrator Manual Viewing Presentations on the Pocket PC e If the user selected the View after download option in the CEO Advisor website then the Pocket Slides application will automatically open the presentation Otherwise the user must manually open the application and the file e The presentation opens in normal view where the user can add notes if desired as illustrated below fig pocket Slides 1 8 i648 CATEGORY TREND Australia And New Zealand Adhoc Report AC Nielsen Australia And New Zealand a a Edit View Tools t u E e To view the presentation in slide show mode click on the Start Show icon on the bottom toolbar CATEGORY TREND Adh
14. lient User ACMINIStration ccc cece cece cece itrenn A NETE EENAA NEARNE TEENAAN TEERAA 10 troduction E E Oanehdads Mak aeons 10 Add Client USES erea eee A EEEE EAA ee ATTEN 11 Edit Delete Chent USCIS sic sscassc ad dcasisleadscaam cad tonti EEr REE EEEE EERE RET 13 Client User Access AdUMINniStration cccccccccc cece cece eee eee eee e KERERE AE ease sate eae e RRENA RS 14 INCFODUCHION E E a A AE AERES 14 View Edit Client User Group ACCESS cece teenies 14 View Edit Client Portfolio Group ACCESS cece teeter nett enna 15 Change Client Administrator User PaSSword c cece center eeeeen tenet teed 16 INEFOOUCHION EPEE IE T E ds eeadiedaenates sd A E E T T 16 Change Password ntti n ttrt rrtt unnt EAP ENENPEEEAPEEENPEEEEPEEEEREEEER ENERE EEE 16 User Manual orcsorsiiisiresatist testrit estais d sas O SASN EEUE TESNE EOTS AS EENEN 17 Aaaa E 1 ic E E A E E A E E A 17 View an Administration User Manual ccccceccee cece tees eee eee eeeeeeeeteeeteneteneennaes 17 Printing Saving an Administration User manual l e 17 Pocket Slides icaccuscncaseneccahanne seensenascanweseeenentedsscemsnensiemseaceanlnamesseuiecescabantia 18 OVER VI GW O E desta leech ache nie dled dunn Aus E EE A E beh abes atedant 18 INEROAUCHION eire ele denser ob eaceave dete bel stiches duno st EREE E EEEE 18 Installing PocketSlides ex ririri ia EA EREE EE ERE EE 18 Converting Presentations for Pocket PC Viewing
15. oc Report Australia And New Zealand Continued on next page ACNielsen Updated 05 12 03 Page 20 CEO Advisor Client Administrator Manual Viewing Presentations on the Pocket PC Continued After viewing the presentation the user will be prompted to save changes as illustrated below EF Pocket Slides 1 8 6 59 Pocket Slides Save changes to CATEGORY HEINZ AUSNZ AC Nielsen E Australia And New Zealand No Notes Edit iew Tools t EJ Once Pocket Slides has been closed the user may return to the website to view additional news items ACNielsen Updated 05 12 03 Page 21
16. ps thus limiting the Topics the user is permitted to see View Edit Client User Group Access 1 Click the View Edit Client User Group Access link from the Client Administration page 2 Select or deselect the appropriate check boxes for the corresponding Client Users and Client User Groups Note A checked check box denotes that Client User will be included in the Client User Group 3 Edit Client User details by clicking a Client User name Optional The Client User names are displayed vertically down the table 4 Edit Client User Group details by clicking a Client User Group name Optional The Client User Group names are displayed horizontally across the table 5 Click the Update button to save changes e An example of viewing editing client user access in the Client User Access Administration page is displayed below CEO Advisor Client User Access Administration IND in iw Corporate Marketing 1234User1 Account Managers Exec Group effrey zhou acnielsen co nz JonesR LeeJ Millsk ThompsonAJ WT A 1 a a 1 aj 9 a a a a aye 4 4 a 4 4 aye QAT A 9 9 7 4 TW 1 51 1 a 1 Update View Edit Client Portfolio Group Access Return fo Administration without editing ACNielsen Updated 05 12 03 Page 14 CEO Advisor Client Administrator Manual View Edit Client Portfolio Group Access e CEO Advisor groups are u
17. sed to control users access to the CEO Advisor portfolio contents They are assigned to both Client Users and Topics e When the Client Administrator adds a new Topic to the portfolio they must choose which Client Groups will see the contents of that Topic 1 Click the View Edit Client Portfolio Group Access link from the Client Administration page 2 Select or deselect the appropriate check box for the corresponding Client Users and Topics 3 Edit the Folders Topics by clicking the document name links Optional Document names are displayed vertically down the table 4 Edit the Groups by clicking Client User Group name links Optional Client User Group names are displayed horizontically down the table 5 Click the Update button to save changes e An example of viewing editing client portfolio access in the Client Portfolio Access Administration page is displayed below CEO Advisor Client Portfolio Access Administration o gt Corporate Group1 Group2 Marketing Documents AstQtr m 2ndQtr New Line Results SrdQtr Dist Reporting Direc tOpen IRAQ TextFile CPTFile Resource 1 4 1 1 1 1 WAAAY AYA ay Q A 9 9 0 7 1 1 1 WAAAY Aaya aya 7 7 1 1 1 1 1 a Kikk k k k k am 4 4 o Vv Vv Update View Edit Client User Group Access Return to Administration without editing ACNielsen Updated 05 12 03 P
18. t Groups that this user should belong to 8 Click the Add User button to update details Results e If the password is correct a message will appear stating the details have been updated and a new blank form appears allowing you to add a new user Note e The Disable Account check box will deactivate the Client User s account if selected Continued on next page ACNielsen Updated 05 12 03 Page 11 CEO Advisor Client Administrator Manual Client User Administration Continued e An example of adding a new client user in the Client User Administration page is displayed below CEO Advisor 1234 Client User Administration Please fill in all the fields User Login Disable Account m User Password Confirm Password Your password must be at least 8 characters long and be both letters and numbers Password Expiration Days E days Default 5 days Page Time Out mins Default 60 mins Login Validation by User Name and Password C User Name Password and IP User Groups F Corporate CGAM F Group F Group2 F Marketing F Sales Add User View Edit Client User Group Access View Edit Client Portfolio Group Access Return to Administration without editing ACNielsen Updated 05 12 03 Page 12 CEO Advisor Client Administrator Manual Edit Delete Client Users 1 Choose the user name you want to edit delete from the Add Edit Client Users drop down list on the Client Administration page This page
19. ted 05 12 03 Page 10 CEO Advisor Client Administrator Manual Client User Administration Continued Add Client Users Choose Add New User from the Add Edit Client User drop down list on the Client Administration page 1 Enter the User Login name up to 30 characters email addresses are valid as a login name 2 Enter the User Password into the User Password box Note The password must be at least 8 characters long and include alphabetical and numeric characters Enter the same password again into the Confirm Password text box Redefine the Password Expiration Days if the default is not suitable Redefine the Page Time Out minutes if the default is not suitable Oy OV VR we Choose a Login Validation type You have two options e Acheck will be made on User Name and Password e Acheck will be made on User Name Password and IP Address e Note If option 2 is selected enter the IP address When defining a Partial IP addresses please note o The IP address requires input in field directly below this option o An IP address can be a Full or Partial match o When defining a Partial IP address only th e far most right digits may be removed o A Partial IP address must conform to one of the following formats and cannot be empty e ddd will match the left most 3 digits e ddd ddd will match the left most 6 digits e ddd ddd ddd will match the left most 9 digits Where d must be a single digit between 0 9 7 Select the Clien
Download Pdf Manuals
Related Search