Running Head: LAB 4 - EMVI PROTOTYPE USER MANUAL 1 Lab 4
Contents
1. 36 AZ DATABASE SCHEMA Keith sisisescivsichsactcetescdec civaitacdeaesveichiacicelecedecscheatiacieassvencbccsteetezes 41 Ad ABOUT EMV ERICH at G oreert oarso o ESEE EE EESE ESSENS M 43 AA GLOSSARY iii ads 44 LIST OF FIGURES Fiure 2 Jed Default Apache Mess ale ao 6 Figure 2 1 2 phpMyAdmin Log In Screen cccccccnccnnnnncnnnnnononnnncnnnnnnnnnnnnnnnnonononnnnnnnnnnnnnnnnnnnnnnnnnnnns 7 Pisure 2 1 5 C realise EMNTDEV Database usse be E RR Dei uo t PS epe ux S eacus beside uu 8 Figure 2 14 Importe Er VASO Please 8 Fiure 2 1 5 Password Requirements Aid 11 Figure 2 1 6 5106 Aim Sra lOr nesae ds 11 Figure 2 1 7 Ste URL Configuratio M tii iii 11 Figure 2 1 5 Content URI Conneuranon cas ie 12 Ligure 219 CON Credentials teo heb E a REPE ee ts Ba mE Eb ette ius eos 12 Foure 22a REVISTA LON LINK a Erba SEE tarot temm ed T 13 Peur 2 22 IEC 1S RATIO Ue ODED dida 13 Figure 2 2 3 Administration Top Navigation ccccccssssssssssssseeeecceceeeeeeeeeeassaaesssesseeeeeeeeeeeeeeeees 13 Figure 22 4 Add New User LIBE s tiet i A 14 Figure 22 5 New User FOLE uoi ss EE bi d OR ERE b e d es RO REO dde dues ast 14 E A tery mere mer Mee en cent eater UTENTE 15 PASTS 2 2 T 2METUDOT AN odio 16 Ligure 2 41 My Account EOIUEOLUY x29 obe oio ti 17 LAB 4 EMVI PROTOTYPE USER MANUAL 3 Figure 2 4 2 Figure 3 1 1 Figure 3 1 2 Figure 3 1 3 Figure 3 1 4 Figure 3 2 1 Figure 3 2 2 Figure 3 2 3 Figure 3 2 4 Figu2. link will appear in the email row on the All Email page When clicked the details of the email will slide into the pane with a button for deletion A final confirmation dialog will appear if clicked Deletion means that the email is removed from the system but it does not affect the existence of the underlying content objects LAB 4 EMVI PROTOTYPE USER MANUAL 28 Cloning an email means creating a copy of the email object in the email table The cloned email will point to the same content objects as the original Any user can clone any email To clone content click the Clone link in the email row The details of the email will slide into the pane and allow the opportunity to update properties though not the associated content Figure 3 3 3 shows the Clone Email interface Clone Email Email name Old Navy Email Email description A sale email for Old Navy retail jeans shirts Email keywords From name Old Navy From address oldnavy emvi com Subject line EmVi Sends You an Email f Save Copy lh Free neronns Find an Old Navy near you gt ip FA A A A Boe Figure 3 3 3 Clone Email Finally a link to preview the email is provided By default the user s email address appears in the email address field but additional email addresses can be added If more than one email address is included in the field they must be separated by commas Additional details of the preview functionality follow in section 3 4
3. Create Email as shown in Figure 3 1 1 This will lead to a form that contains the property fields as well as two drop down menus for associating content The new email form is shown in Figure 3 3 1 comma delimited Old Navy Text Old Navy HTML Add Email Figure 3 3 1 Add Email Once an email object has been created it can be viewed edited cloned and deleted just as any content objects can be It can also be previewed or sent to a list of recipient email addresses To view content navigate to the All Email page and click View in that email object s row All users can view every email object Only the user who holds the lock on an email object can edit it An Edit link will appear in the email row on the All Email page if it can be edited Figure 3 3 2 shows the edit email interface changes to all properties and linked content objects can be made on this page LAB 4 EMVI PROTOTYPE USER MANUAL 21 Edit Emai Email name Old Navy Email Email description A sale email for Old Navy retail jeans shirts Email keywords From name Old Navy From address oldnavy emvi com Subject line EmVi Sends You an Email f Select text content No Change Select html content No Change Update Email Keywords retail jeans shirts Figure 3 3 2 Edit Email Emails can only be deleted if they are not associated with any campaigns and only the lock holder can delete them If those conditions exist a Delete
4. LAB 4 EMVI PROTOTYPE USER MANUAL 29 3 4 Email Previews Richard EmVi provides support for preview email messages by utilizing the open source application SendMail This allows HTML and plain text versions of any message in the database to be sent to multiple email addresses for easy review across a variety of platforms This functionality can be accessed from the right hand side of the All Email page as shown in figure 3 4 1 Email Name Description From Name Subject Last Updated Locked By travelZoo contact list TravelZoo TestEmail 11 26 2013 Yolanda View Preview 5 22 pm Quinones Figure 3 4 1 All Email Page Clicking the Preview link reveals the Preview Email Panel as shown in Figure 3 4 2 There is no limit on the number of the addresses that can be entered into the Test Addresses field as long as each one is separated by a comma Clicking the Send Preview button will send two emails one HTML and one plain text version to each address entered Preview Email From TravelZoo lt yolo ubno com gt Subject Test Email Test Addresses comma separated Figure 3 4 2 Preview Email Panel LAB 4 EMVI PROTOTYPE USER MANUAL 30 4 CAMPAIGN WORKFLOW Tamara Em Vi was designed for ease of use This is demonstrated yet again through the campaign workflow The sections that follow outline the process of creating and adding a campaign sending a campaign to be reviewed by multiple users sending a cam
5. User Guide About EmVi Figure A 1 5 Site Map 5 This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 41 A 2 DATABASE SCHEMA Keith EmVi uses a MySQL relational database depicted in Figure 6 1 The five main data structures in the application are User Workflow Campaign Email and Content As such these five structures make up the main tables in the database The database 1s structured as follows site Settings e tbl siteConfig stores values about the local installation of the application e tbl messages stores the content of notification emails sent by the application User Settings e tbl user stores user credentials and information Workflow e tbl wfStatus stores available workflow statuses e tbl reviewers stores a list of reviewers for each campaign tb commentArchive stores the comments made during campaign review Campaigns e tbl campaigns stores details of campaigns e tbl contentl oCampaigns stores mapping of campaigns to image content e tbl emailToCampaigns stores mapping of campaigns to email Email e tbl email stores details of emails Content e tbl content stores details of content e tbl contentTypes stores content types that are permissible in the application e tbl CDN stores details of content that has been published to a CDN LAB 4 EMVI PROTOTYPE USER MANUAL 42 E configID int 11 S S Eat at ooo userID int 11 userFirstNam
6. decision making process API Application programming interface Approval chain the series of steps necessary for an email to be authorized and distributed Approval tracking specific to a workflow the action to perform when a user sets an approval type Authentication the process of identifying an individual usually based on a username and password Azure a Content Distribution Network run by Microsoft that allows you to build deploy and manage applications globally Campaign filter allows campaigns to display based on criteria that are chosen by the user Campaign search searching for the content of a campaign content browsing Content distribution network CDN a large system of servers that allows for faster and more efficient delivery of content to end users Contributor has the ability to read write and edit content Customize changing or altering to fit current needs LAB 4 EMVI PROTOTYPE USER MANUAL 45 Database a collection of information organized in a manner which allows for efficient retrieval Dynamic messaging the use of variable content to fill particular sections of an email message Drupal a Content Management System that allows for easy organization management and publishing of content with an endless variety of customization ECMS Email content management system Email campaign a single instance of an email sent to a list of email addresses Campaigns may include multiple sends and mes
7. 2 ImageMagick Richard In order to render preview images of uploaded content EmVi utilizes a utility called ImageMagick which can be installed from the terminal ImageMacgick requires to support libraries libicu48 and xvfb to function properly All three of these items can be installed with the following terminal commands sudo aptitude install imagemagick wkhtmltopdf sudo apt get install libicu48 sudo apt get install xv b 2 1 4 3 PHP cURL Richard Uploading images to the content distribution network CDN 1s accomplished through the file transfer utility CURL cURL is installed with Ubuntu by default and EmVi is programmed in PHP and requires a special PHP variant of the cURL application This can be installed with the following terminal command sudo apt get install php5 curl 2 1 5 Installing EmVi Richard The server is finally ready for EmVi Place the entire EmVi file structure into the folder from which it will be hosted By default this should be var www emvi Whenever a location LAB 4 EMVI PROTOTYPE USER MANUAL 10 within the directory structure of EmV1 is referenced in this document this is the location that will be assumed Once EmVi is in place read and write file permission must be granted for the upload folder This is so that new content can be placed within EmVi s content management system If you used the default install location then the terminal command to accomplish this would be sudo chmod R 755 var www e
8. Import File may be compressed gzip bzip2 zip or uncompressed A compressed file s name must end in format compression Example sql zip Browse your computer Choose File EmVi sq l Max 2 048KiB Character set of the file utf 8 E Partial Import Y Allow the interruption of an import in case the script detects it is close to the PHP timeout limit This might be a good way to import large files however it can break transactions Number of rows to skip starting from the first row 0 Format SQL 4 Format Specific Options SQL compatibility mode NONE 19 Do not use AUTO_INCREMENT for zero values y Go Figure 2 1 4 Importing EmV1 sql File 2 1 4 Third Party Utilities Richard EmV1 has been designed to utilize several third party utilities to increase its functionality These include applications for sending email generating screenshots and implementing the program cURL in PHP This following section covers installation of these programs LAB 4 EMVI PROTOTYPE USER MANUAL 9 2 1 4 1 SendMail Richard In order for EmVi to be able to send preview emails a utility appropriately called Sendmail is required This can be installed quickly and easily from the terminal The default configuration settings are compatible with EmV1 Sendmail can be installed and configured with the following terminal commands sudo apt get install sendmail sudo sendmailconfig 2 1 4
9. contentID int 11 contentName text contentDescription text contentKeywords text contentType int 11 createdDate datetime updatedDate datetime updatedBy int 11 fileLocation text canEdit int 11 cdnID int 11 Figure A 2 1 Database Design This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 43 A 3 ABOUT EMVI Richard The original impetus for EmV1 came from Keith Walsh a development lead for email marketing at Microsoft Frustrated by the inefficiency seen with the non integrated nature of the tools being used in his workplace he pitched the initial proposal for EmVi to the Spring 2013 CS 410 class at Old Dominion University ODU Rather than reinvent the front or the back end of the process he sought to streamline and integrate the middle of his company s current workflow Additionally he wanted to empower the creative personnel doing the actual development of the marketing assets by providing them the means to test their assets completely within their department This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 44 A 4 GLOSSARY Access control security features that control who can access resources in the operating system selective restriction Administrator admin has the ability to create and remove new contributors as well as restrict their access Analytics is the process of transforming data into meaningful patterns to help in the
10. files can be installed and the initial configuration can take place Hyperlinks terminal line commands and screenshots will be included to help expedite the process 2 1 1 Ubuntu amp LAMP Richard EmVi was developed on and designed for deployment using Ubuntu 12 04 or later Ubuntu a flavor of Linux developed by the open source community under the guidance of Canonical Limited is freely available for download and commercial usage While the topic of installing Ubuntu onto the multitude of possible hardware configurations 1s beyond the scope of this documentation installation guidance is available on its website Minimum recommended system requirements for running EmVi include 1 GB of RAM 10 GB of hard drive space and a later generation Intel Core 2 Duo CPU or equivalent Ubuntu needs to be configured as something called a Linux Apache MySQL PHP LAMP Server Linux in this case Ubuntu is the underlying host operating system Apache is a popular open source HTTP server that will be used for delivering EmVi s web interface MySQL is an open source relational database management system RDBMS that will store and track all of the information entered into EmV1 Finally PHP is a server side scripting language that is LAB 4 EMVI PROTOTYPE USER MANUAL 6 used to implement most of EmVi s core processing functionality and generate a dynamic information filled interface for the end user While all of this might sound like a lot to take i
11. is built into EmVi In order to utilize this service a company must register an account with Rackspace and acquire an API access key This key along with the accounts username is entered into the CDN Credentials Panel in the site configuration panel Figure 3 2 1 Then when an action is required that involves the CDN these credentials are used to open a secure connection with the service Figure 3 2 1 CDN Credentials Panel While there are many functions and features accessible through Rackspace s API EmVi keeps things simple for the user by focusing on the big three uploading files getting URLs for uploaded files and deleting uploaded files All three of these functions are easily accessible from the All Content page Figure 3 2 2 Content not uploaded to the CDN appears with a Publish link to the far right LAB 4 EMVI PROTOTYPE USER MANUAL 24 Content Format Description Last Updated Locked By Name Old Navy Text txt The text content 11 24 2013 2 54 Richard View i Delete for Old Navy pm Truchanowicz Email Old Navy HTML html The HTML 11 24 2013 2 53 Richard View i Delete content for Old pm Truchanowicz Navy Email Figure 3 2 2 All Content Panel Clicking the Publish button reveals the Publish Content side panel Figure 3 2 3 Clicking the Publish to CDN button here will reveal one last confirmation dialogue box before pushing the content to the CDN This is especially important since the content
12. the problem is resolved Edit User Account Sidebar could not be loaded because sidebar name doesn t exist Account Info Telephone Number 540 540 1235 User Role Account Locked l Change Password Confirm Password Figure 2 4 2 Administration User Edit Form Just like modifying your own account the password is a separate action when making changes If you make changes to the account info you must update that prior to changing the user s password As an administrator you also have the ability to remove a user account by selecting the Remove button on the account maintenance page This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 19 3 EMAIL CONTENT Keith An email is a compilation of content files Graphically rich emails consist of an HTML file a text file to serve as default content in older email clients and image files EmVi helps you build and store emails by providing interfaces for uploading editing and viewing these content files and then for putting them all together into a finished email product that can be viewed in any email client 3 1 Manage Content Keith Content types supported by EmVi are specified in the table tb contentTypes each with an ID a name that describes the contents of the file and the extension as shown in Table 3 1 1 Three file types are supported in the prototype HTML Text and JPG Note that typeName must be text in order for the applicati
13. then the My Account tile in the main window You will now see a form that will allow you to make changes to your account Make all appropriate changes and select update Remember if you change your email address this will be your new username when accessing EmVi Tester Two Tester2 gemvi com Chang Password Figure 2 4 1 My Account Edit Form When making changes to both the account info and the password they have to be made separately The password is a separate action when making changes If you make changes to your account info you must update that prior to changing your password 2 4 2 As Administrator David This 1s very much the same as editing your account except that you have the ability as an administrator to modify others accounts on the system You must be logged in as an administrator in order to make changes to accounts Select the Administration link in the top navigation Select the Site Maintenance tile in the main window Select the Accounts Tab 1f not already selected Select the edit link next to the user you would like to modify Make LAB 4 EMVI PROTOTYPE USER MANUAL 18 appropriate changes to the account and select update As described in the account registration section administrators have the ability to lock accounts This form is where you would make that change by putting a check in the account locked box and selecting update This will prevent the user from being able to access the tool until
14. 2 2 5 New User Form Once the form has been submitted you should be redirected to the Accounts page where you started Verify that the new users account show up in the Modify User list If they are there that user has been added to the system and can now log into EmVi LAB 4 EMVI PROTOTYPE USER MANUAL 15 Name UserName Edit Dashiell Chris cdash00400du edu EDIT Jones Tamara tjone559 odu edu Truchanowicz Richard rtruc001 odu edu Walsh Keith kwals010 odu edu Wise David dwise006 odu edu EDIT EDIT EDIT Figure 2 2 6 User List 2 3 Logging In David Em V1 was designed with security in mind Access to the system requires an account and login The next sections will address the steps needed to successfully authenticate to EmVi If you experience any problems logging into EmVi please contact your EmVi Administrator 2 3 1 Logging Into The EmVi Tool David Once you have received your account activation email you will be able to log into the EmVi system using the email address and password you provided at registration Enter your credentials into the login boxes at the top of the EmVi home page shown in Figure 2 2 1 Once logged in you will be redirected to the Members area where you will be able to start using the tool If five consecutive invalid login attempts are made to an account the account will be locked out until an EmVi Administrator unlocks the account This space intentionally left blank LAB 4 EMVI P
15. Campaign Figure 4 2 1 Edit Campaign This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 22 4 3 Campaign Completion Tamara After a user logs in creates a campaign edits and uploads attachments reviewers can be selected A campaign is then forwarded to be approved The user then clicks on the complete link The Send campaign to complete screen is then available and provides an option to have the campaign sent for completion Send campaign to complete Name Richard Email trucoubno com Phone 540 540 1235 Campaign Name March Madness Campaign Description NCAA Basketball Launch Date 2013 11 25 To set the status of this campaign to complete click below Figure 4 3 1 Complete Campaign This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 33 4 4 Campaign Deletion Tamara A campaign can be deleted from site EmV1 by going to the campaign that the user would like to remove and clicking on the edit link At the bottom of the edit campaign page 1s a link that states delete this campaign Choose this link and then the user will receive an alert message asking if they are sure they want to delete the designated campaign The alert also informs the user that this action will remove all reviewers comments and content The content will not be available for use by any other campaigns dit Campaign Content name Old Navy Content description Old Navy Sale
16. Old Navy Sale Navy Content keywords Campaign Launch Date Year Month BE 20413 November Campaign Status Update Campaign er of approval http kwals0O10 phpemvi com Are you sure you want to delete this campaign This action will remove all reviewers and comments along with releasing the attached content for use by other campaigns OK Figure 4 4 1 Delete Campaign This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 34 5 SEARCH David Searching is an integral part of any data management system This option allows for the searching of content email and campaigns by many of their attributes 5 1 Search Campaigns David To use the campaign search use the drop down to select the field you want to search Then type the value you would like to search for Select a field v Figure 5 1 1 Campaign Search 5 2 Search Email David To use the email search use the drop down to select the field you want to search Then type the value you would like to search for Select a field Figure 5 2 1 Email Search LAB 4 EMVI PROTOTYPE USER MANUAL 35 5 3 Search Content David To use the content search use the drop down to select the field you want to search Then type the value you would like to search for Key Word Figure 5 3 1 Content Search This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 36 A 1 SITE MAP David EmVi Hom
17. Old Navy near you gt TED TA a Ba CHE gus Figure 3 1 4 Edit Content Cloning content creates an exact copy of it including a new independent copy of the file associated with it Cloning provides flexibility to users in the system who do not have a lock on content to edit that content and use it as they need to When cloning the user can choose to leave all properties as they are or update those properties to make their copy more identifiable To remove content from the system click on the Delete link The same type of interface as view content will slide 1n from the right showing the content properties and thumbnail Once the LAB 4 EMVI PROTOTYPE USER MANUAL 23 user clicks Delete they will be presented with a confirmation dialog box to confirm Deleting content removes it from the system completely it cannot be restored Finally a link to publish content is available to all users if that content has not already been published If the content has already been published the link will instead read CDN Details Provided Content Distribution Network details and credentials are supplied in the site configuration table this functionality will move the content file to a CDN for local caching to support high traffic A description of how content distribution networks work and how they fit into email marketing follows in Section 3 2 3 2 Content Distribution Network Richard Support for the CDN service run by Rackspace
18. PE USER MANUAL 13 Figure 2 2 1 Registration Link Figure 2 2 2 Registration Form You will need to fill out all required fields and select register You will receive an email at registration and another when the account has been activated with further instructions NOTE If you have problems with registration select the Registration help for some registration tips 2 2 2 Site Administrator Manual User Registration David Log in as an administrator and navigate to the Administration link in the top navigation Figure 2 2 3 Administration Top Navigation LAB 4 EMVI PROTOTYPE USER MANUAL 14 Once there select the Site Maintenance Tile in the main window and select the Accounts Tab if not already selected Click the Add New User button shown in Figure 2 2 4 Figure 2 2 4 Add New User Link Fill in all required information making sure to take care when setting email and password to ensure that they meet the requirements set in the tool Set the users Role using the drop down menu to select either User or Administrator By default all accounts are locked at creation Ifyou would like to enable this account now uncheck the Account Locked box Once all fields are correctly filled out click the Add button located at the bottom of the form Add New User Account Info First Name Last Name Email Address Telephone Number User Role Account Locked Set Password Password Confirm Password Figure
19. ROTOTYPE USER MANUAL 16 My Tasks gt g Create O incomplete campaigns in work 0 campaigns awaiting my review Campaigns New Campaign All Tasks O tasks added today 2 incomplete tasks total 1 tasks currently in review Upcoming Events Testers Campaign 11 12 2013 Adding to see if my number goes up 11 15 2013 Figure 2 3 1 Member Area 2 3 2 Ending The Session David When you are done processing please remember to log off of the tool by using the Logout link at the right of the top navigation This will prevent unauthorized users from gaining access to the proprietary data The session will time out after 15 minutes of inactivity at which time you will need to re authenticate 2 4 Account Maintenance David After registering with EmVi an account will have been created for you There are two ways in which that account can be modified You can modify your own account once successfully logged in or an EmVi Administrator can make changes to your account In some cases the changes required can only be accomplished as an Administrator such as unlocking an account or changing the role of a user The sections below describe how to accomplish account modification 2 4 1 As Self David If you would like to modify your own account you can use the My Account link on in the EmVi tool You must be logged in to modify your account Select the My Account link LAB 4 EMVI PROTOTYPE USER MANUAL 17 from the top navigation and
20. Running Head LAB 4 EMVI PROTOTYPE USER MANUAL Lab 4 EmVi Prototype User Manual Orange Team CS 411W Janet Brunelle December 5th 2013 Version 2 LAB 4 EMVI PROTOTYPE USER MANUAL 2 TABLE OF CONTENTS L INTRODUCTION Volando 4 2 GETTING STARTED Richard usais carnicero rre usses 5 2L sta lato Richard A 5 2 2 ser RE AAA A ec 12 LI LOB SE TO DAVIG a tette irpo neri ina bes ae EOM VER E tute idu ets 15 ZA Account Mamtenance David jects ope i a D aw eee ue 16 J EMAILCONTENT KOWD 422 7 2 2 9913 EE SIE Ra cu e E EEE ursi ga cu ooo Rode EEEE Ra god 19 2 1 Marnase Content IS CTI cu or ete Iron e RH eed irte p Fo Pu ean Ane ette 19 3 2 Content Distribution Network Richard ooooonccnnnnnnnnnnnnoonccnnnnnnonononorcccnnnnnnonononocccnnnnnnos 23 Jos Manace Ema E 8A dg RH 25 St Edi Previews Richard nit db eiit dier n aec befos te bibi dU obiter es Doce etonta ibas 29 4 CAMPAIGN WORKFLOW Tamara ee eee eee ee eee eee ore eee ote ee eo eee e een eee e ees e eee eua 30 Al amparan Setup Tamara aid 30 Az ampara Review Lada ico 31 43 Caimpaion Completion Lama cs 32 a4 Camparon Deleton Lamata Dust cdeia 33 S SEARCH b ap m 34 S Dean ampoatens David idad boe medida Pubs Pa bon esI editus 34 2 2 search nail DAV I aca 34 Dos Search C ontebib CAVI oot oe deo casi tom pis i va E pis i ta dem bomen 35 AN SITEMAP D yid eec
21. ace can be installed from the Ubuntu terminal with the following command sudo apt get install phpmyadmin The default installation options are compatible with running EmVi During installation the MySQL administrator password will be required For additional directions on installing phpMyAdmin or if you need have more advanced configuration needs please visit Ubuntu s community page for phpMyAdmin If installation is successful then at localhost phpMyAdmin you should see the log in screen Figure 2 1 2 phpMyAdmin Welcome to phpMyAdmin Language English Login Username Password Figure 2 1 2 phpMyAdmin Log In Screen 2 1 3 Initializing the Database Richard Login select the Databases tab at the top of the page and enter EMVIDEV into the text input box as shown in Figure 2 1 3 Click create to generate an empty database called unsurprisingly EMVIDEV Now we can populate this database with the tables and default state data contained in the previously mentioned EmV1 sq file LAB 4 EMVI PROTOTYPE USER MANUAL 8 Databases SQL i Status Users 44 Export E Import Settings Databases o Create database EMVIDEV Collation Create Figure 2 1 3 Creating EMVIDEV Database Click on the Import tab at the top of the page From here choose the EmVI sq file as shown in Figure 2 2 4 Click Go to populate the database Importing into the database EMVIDEV File to
22. ble Speed and quality are essential EmVi makes all this simple It has been designed specifically for marketers providing them with a platform for email creation editing testing and reviewing EmVi streamlines the workflow creating a more functional system for testing email campaigns It provides a web based interface allowing for the creation of email campaigns without downloading any software EmVi provides an interface for users to quickly edit their campaigns without having to reload content into the system It also incorporates user role interfaces allowing for the campaigns to be reviewed before they are published EmVi provides an interface for the screening of rendered email campaigns these email previews can be sent out to a specified email list allowing multiple people to receive the test campaign at one time All of these aspects add up to a system that drastically improves the current workflow This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 5 2 GETTING STARTED Richard Now that you know what EmVi is it is time to look at how to get started using it In this section we will cover installation and initial configuration This includes not just EmVI but also all of the required third party software as well 2 1 Installation Richard Installing EmVi starts with setting up the operating system and all associated software Once that is accomplished the database can be initialized the EmVi1 site
23. computer software made available publicly and free of charge Outsourcing the contracting of internal business processes to a third party organization Permissions characteristics given by users or network administrators that prevent or allow access to files on a computer network Responsible accountable consulted informed RACI chart Displays the various roles and responsibilities required in completing tasks for a project or business process Simple mail transfer protocol SMTP an Internet protocol for sending and receiving email messages Version control a system to record changes that are made to a campaign Web application a program that is accessed over the Internet usually through a web browser This allows the application to be used on multiple platforms Web server the hardware or software that helps deliver web content and can be accessed through the Internet Workflow a series of connected steps to complete a process
24. e text userLastName text userPassword text userPhoneNumber text 8 zi 3 e wfStatusID int 11 wfStatusName text wfStatusDescription text wfOrder int 1 campaignID int 11 campeignName text campeignDescription text campaignKeyvvords text launchDate date userEMail amp ddress text lastLogonDate datetime userRole int 11 userAccountStatus imt 11 dateRegistered timesta E e msgCode int 11 msgText text msgID int 11 0 dt 1f di 3t di campaignID int 11 reviewerID int 11 revievwOrder int 11 isComplete timyint 1 reviewResult tinyint 1 revievwComments longtext commentDete timestamp createdDate datetime createdBy int 11 updatedDate datetime int 11 campaignStatus int 11 canEdit int 11 8 El E E E E H E commentlD imt 11 campaignID int 11 reviewerID int 11 H campaignID int 11 emailID int 11 emailID int 11 emailName text emailDescription text emailKeywords text emailHTML int 11 emailText int 11 emailSubject text emailFromName text emailFromAddress t createdDate datetime createdBy int 11 updatedDate datetime updatedBy int 11 canEdit int 11 3t 3t 3 a 2 600 0 e t 00 05 9 9 reviewResult tinyint 1 contentID int 11 campaignID int 11 te Ox Ae Ge i e
25. e Registration and Main Navigation EmVi Index php Registration Registration Help Members Home Content Search My Account Help Referto pg2 Referto pg4 Referto pg5 Referto pg5 Referto pg5 Campaigns Administration Referto pg3 Referto pg5 Figure A 1 1 Site Map 1 This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 37 Work Tiles Map Tasks Added ah All Open Tasks Today My Open Campaigns Edit Clone Send For Review Reassign View Review Peramiter Peramiter Peramiter Peramiter Peramiter Peramiter Cam paignlD Cam paigniD Cam paigniD Cam paigniD Cam paigniD Cam paigniD De lete Peramiter Cam paigniD Figure A 1 2 Site Map 2 This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL Campaign Tiles Map All Campaigns Create Campaign Y Attach Content E _ T Figure A 1 3 Site Map 3 This space intentionally left blank Upcoming Events Complete 38 LAB 4 EMVI PROTOTYPE USER MANUAL 39 Emails Tiles and Content Tiles Map All Content My Email My Content Figure A 1 4 Site Map 4 This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 40 Search Tile Map My Account Tile Map Search My Account Campaign Search Email Search Content Search Help Tile Map My Account Modify Page Administration Tile Map Administration Accounts Site Config
26. is made immediately public upon upload Publish Content Name Old Navy HTML Description The HTML content for Old Navy Email Warning Publishing this content will make it accessible to the world Publish To CDN HURRY ENDS 11 11 ENTIRE STORE 30 Figure 3 2 3 Publish Content Side Panel Once content is published the Publish link is replaced with a CDN Details link Figure 3 2 2 This link brings up the CDN Details side panel Figure 3 2 4 From here the LAB 4 EMVI PROTOTYPE USER MANUAL 25 public URL on the CDN can be retrieved for insertion into the outbound emails Once content is no longer required it can also be removed from the CDN by utilizing the Remove button GNIS Name Old Navy HTML Description The HTML content for Old Navy Email CDN URL Right click to copy HURRY ENDS 11 11 u 30 32 ENTIRE STORE Bist tent FREE SHIPPING ae meras i e FREE RETURNS xx v Dremu Gee Igi wrar Find an Old Navy near you B MD 4 o Ahr vw M e o 4 ta Figure 3 2 4 CDN Details Side Panel 3 3 Manage Email Keith An email consists of properties name description and keyword and two associated content objects One of the content objects must have the type HTML and the other text These two content objects will make up the multipart email LAB 4 EMVI PROTOTYPE USER MANUAL 26 To create a new email navigate to the Emails section of the application and click
27. lable to the holder of the lock LAB 4 EMVI PROTOTYPE USER MANUAL 21 Content Format Description LastUpdated Locked By Name 2013 11 25 html Newsletter for 11 22 2013 Keith Walsh View Edit Clone EmVi Weekly EmVi Users 4 15 pm Newsletter Figure 3 1 3 AII Content List To view content click View A panel will slide in from the right showing the content properties as well as a thumbnail image of the content Clicking the Edit link will bring up a similar view however the user can update the properties here as well as replace the file with any other acceptable file type As well if the content is of typeName text in the database a link to Hot Edit the content is available which will spawn a WYSIWYG text editor where the user can make changes to the file directly and save those changes Figure 3 1 4 shows the Edit Content interface This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 22 Edit Content Content name Old Navy HTML Content description The HTML content for Old Content file format jeans jackets hats Content keywords Warning A file has already been attached to this content Uploading a file will delete the old one and replace it with the new one Upload file Choose File MALES Update Content You can also edit this file directly Hot Edit Content HURRY ENDS 11 11 30 55 ENTIRE STORE az Fae FREE SHIPPING eno cie o FREE RETURNS Find an
28. mvi content upload In order for EmVi to connect to MySQL the database information must be correct in DB Class php and DB Connect php If you did not use a local default MySQL install as outlined in section 2 1 1 then these files must be updated They can be found at var www emvi config 2 1 6 Initial Login Richard EmVi is now ready for the initial login The SQL file that was used to build the initial database contained a default administrator account The account name is admin emvi com and the password is P SSwoOrd It is highly recommended that administrators change this account s credentials upon first login This can be accomplished as outlined in section 2 2 1 2 1 6 1 Site Configuration Richard Upon first login there are a few final site settings that must be configured under the site administration tile Password Requirements Figure 2 1 5 determine how complex each user s password must be Password length and the number of complexity checks it must pass are all settable by the site administrator This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 11 Password Requirements Apply Disable Password Restrictions Figure 2 1 5 Password Requirements The Site Administrator Panel Figure 2 1 6 determines the person who is the point of contact for system notifications The drop down list composed of all eligible administrators It 1s important to note that this setting does not change any user pe
29. n the ubiquity of this configuration in the industry means that streamlined procedures have been developed to simplify the process of configuring Ubuntu as a LAMP server In fact the default Ubuntu LAMP stack can be installed with just two commands To get started from the Ubuntu terminal enter the following commands sudo apt get install tasksel sudo tasksel install lamp server Follow the command prompts and in a few minutes your very own Ubuntu LAMP server will be ready for use Pointing your browser towards localhost should reveal the default Apache server message as shown in Figure 2 1 1 EmVi will function just fine with the default settings provided For additional directions on installing the Ubuntu LAMP or if you need have more advanced configuration needs please visit the community page for Apache MySQL and PHP It works This is the default web page for this server The web server software is running but no content has been added yet Figure 2 1 1 Default Apache Message 2 1 2 Installing phpMyAdmin Richard Now that Ubuntu is installed and the LAMP server is operational EmV1 s database needs to be initialized Every EmVi distribution comes with an EmVi sql file for setting up the initial state of the MySQL database While this can be loaded through the command line the LAB 4 EMVI PROTOTYPE USER MANUAL most user friendly way of interacting with MySQL 1s through phpMyAdmin This PHP based browser interf
30. on to create screen captures for non image files it jpg Table 3 1 1 Content Types To get started creating content navigate to the Emails section by using the link in the top navigation pane Here you will find a row for email actions and content actions Figure 3 1 1 Click Create New Content lt Create st CONTENT Content Figure 3 1 1 Navigate to Create Content LAB 4 EMVI PROTOTYPE USER MANUAL 20 Content consists of properties name description and keywords and a file The name and description are required fields Since it will be used for attaching the content to an email later a clear distinctive name should be chosen The file format selected must match the file extension of the content being uploaded from the desktop Figure 3 1 2 shows the add content form once completed click Add comma delimited 7 Choose File Figure 3 1 2 Add Content After adding content the application returns to the All Content screen This screen displays a list of all content in the system It can be sorted by name format description last updated date or locked by All users can view clone and publish any content in the system but only the holder of the lock can edit or delete it provided the following conditions are met It is not linked to a campaign image file types only e It is not linked to an email text file types only Figure 3 1 3 shows the content list view and all options avai
31. paign for approval campaign completion and the process of deleting a campaign campaign deletion 4 1 Campaign Setup Tamara The first step requires a user to login to the EmVi Site The user can then create a new campaign by clicking on the campaigns link or sliding tile designated for campaigns Next the Add Campaign screen appears and allows a user to enter in a campaign name campaign description choose keywords for content to be entered and choose a campaign launch date comma delimited 7 November 425 Add Figure 4 1 1 Add Campaign This space intentionally left blank LAB 4 EMVI PROTOTYPE USER MANUAL 31 4 2 Campaign Review Tamara Once a user is logged in they can go through the workflow process to create edit and upload attachments for a campaign The user then clicks on the edit link and can then choose up to five reviewers for the campaign This will be the order in which the campaign will be approved Once reviewers are chosen the campaign goes In Review status Edit Campaign Content name Old Navy Content description Old Navy Sale Old Navy Sale Navy Content keywords Campaign Launch Date Year Month DES 2013 MM November epa Campaign Status New Update Campaign The order in which you select your reviewers will determine their order of approval Campaign Reviewer 1 Campaign Reviewer 2 Campaign Reviewer 3 Campaign Reviewer 4 Campaign Reviewer 5 Delete this
32. re 3 3 1 Figure 3 3 2 Figure 3 3 3 Figure 3 4 1 Figure 3 4 2 Figure 4 1 1 Figure 4 2 1 Figure 4 3 1 Figure 4 4 1 Figure 5 1 1 Figure A 1 1 Figure A 1 2 Figure A 1 3 Figure A 1 4 Figure A 1 5 Figure A 2 1 Adaitistration User EOI 18 Navigate to Create C OBITERE s oret vb ree etti is 19 XO CODICE esos tel notata bond ent Sa eet uan i Condita etc OU at uaa on Miser 20 AWC OCA Li 21 AAA A ee ee 22 CDN Credentials Pa bd 23 AI Conment PAUTA AAA AAA 24 Publish iC Ontent Side Pan ii 24 CON Details side Pal iaa 25 A A nee 26 lari eU A e A adel ieka lat 27 Cineasta 28 DUI BIO Pase oen O 29 Preview Ema 29 FANG Gh oU DE A RT E REN ENERO enone 30 larem Scri eciiuie er P 3l CODIpIEte C 3p TB T addition 32 IBI CIPUE ce ads 33 Canmparen Scare aiaa hostiam E ense Aad O nadie uE 34 Miri PH 36 SO pi Map T cT S 37 wisdom 38 Lr EYE ENTFERNT E 39 Se MI e TTE 40 Database Desio iia ota 42 Table 5 Lal Content TP dla e laa dla ll da e qti toe O 19 LAB 4 EMVI PROTOTYPE USER MANUAL 4 1 INTRODUCTION Yolanda Email Marketing departments have to move fast and require tools that put them in control They need to see how an email will look in their customers inboxes before they push the send button and they need the ability to fine tune copy and design at the last minute Additionally they need to collaborate with their colleagues and bosses getting as many eyes on the work as possi
33. rmission levels Site Admin Dashiell Chris Figure 2 1 6 Site Administrator Site URL Configuration Figure 2 1 7 is used to notify the system of its address on the network Be sure to include any subdirectories that EmVi may be located Site URL configuration http 10 0 0 2 emvi Figure 2 1 7 Site URL Configuration LAB 4 EMVI PROTOTYPE USER MANUAL 12 The Content URL Configuration Panel Figure 2 1 8 notifies the system of the configured upload directory for all content In this example the default install location of var www emvi was used var www emvi content L Figure 2 1 8 Content URL Configuration The CDN Credentials Panel Figure 2 1 9 is used to enter the necessary credentials to authenticate to the CDN This is composed of a username and a regenerated API key These values are stored in the database and utilized when conducting transactions with the CDN Figure 2 1 9 CDN Credentials 2 2 User Registration David In order to use EmVi you will need to register for an account This can be accomplished in two ways The first of these being from the EmVi home page and the second being a manual registration from an Administrator The steps to perform both are outlined below 2 2 1 From the EmVi Home Page David When registering as a user from the EmVi home page you will select the register link located under the logon boxes A site registration page will show up LAB 4 EMVI PROTOTY
34. sages Email client a computer program used to access and manage a user s email Email header opening identification data in an email message usually consisting of to and from email addresses email subject and IP level tracking information Email marketing usually done by a company to directly market a commercial message for promotional or notification purposes to a group of consumers through the use of email Email message a single email received to an email address within a campaign A message contains two versions of the delivered content HTML and plain text ESP Email service provider Exact target a provider of data driven marketing solutions for email content creation and list management HTML email a not well defined markup language that can sometimes have differing results depending on the email client in which it is viewed in Some email clients do not support HTML Email at all LAB 4 EMVI PROTOTYPE USER MANUAL 46 Integrated development environment IDE software that provides streamlined and integrated facilities for software development Integrative combining or unifying Litmus a company that allows for the rendering and testing of email across various email clients Metadata is descriptive data about campaigns and images that can be used to search for content Multipart alternative an email that includes both an HTML and text version The email client determines which version to display Open source is
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