Ektron CMS400.NET Project Management Starter Application User
Contents
1. 4 Define the report by selecting from the available parameters You can select more than one parameter from a list box by holding the Control button and making the selections NOTE Only attributes that are assigned to issues appear in the parameters list For example if you only have P1s and P2s assigned to issues P3 and P4 do not appear in the Priority list Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 53 Managing Project Files The Issue Tracker 5 Click the Search button 6 The report s results appear Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 54 Searching Project Files Searching Project Files NOTE NOTE PMSA has a search feature that can find any text wiki content milestones attached documents forums and blogs Only CMS users can search private blogs The search works within any project It cannot find files across several projects even for the same client The search box appears in the top right corner of every screen you see after you select a project pE logged in as admin srr logout N a TIPITIT ERTEAN N APOT OSTAT TAI wr B documents blog 3 discussion Wales To use the search enter one or more words into the search box and click go Enter one or more complete words For example if the content includes the word receipts and you enter receipt that content is not found You must e2. Title Ecommerce a ee i English U S Fie eat vew Insert Format Tools Table Cikto Convert WebWorks Hep Doament Management Ecommerce Project Capabilities sain Ektron offers complete ecommerce solutions ecommerce software and online shopping cart software at the lowest total ownership cost available For one low fee we will build your company s website addressing your unique challenges and helping you market and sell your product in a competitive marketplace We also provide you with unparalleled ecommerce hosting All components of our ecommerce solutions asp shopping cart software and ecommerce software are 5 Edit as necessary ae 6 Click the Publish button BS to save the changes Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 25 Managing Project Files Working with Documents Downloading and Editing a File or Document To download a document to your computer and edit it follow these steps 1 From the Documents screen click download next to the document or file adaressing your unique cnaueng Explorer rename ffdownload namm nrohlem rarnana A warning screen appears Click Save Navigate to the folder to which you will save the file Click Save Double click the file within the folder It launches within the associated application Edit as necessary Save when done Drag and drop the file back into PMSA See Adding a
3. To start the application enter the following into your browser s address bar site root folder starterapps projectmanagement Login aspx For example gt Ektron Extranet Login Microsoft Internet Explorer provided by Ektron Inc 6 7 E Ritp focaihost cms400demo starterapps projectmanagement Login aspx JE File Fdit View Favorites Tanis Heln This address displays the Login screen Signing On If you are a Ektron CMS 400 Net user enter your username and password to access PMSA If you want to register a new member user see Registering a New Member User on page 7 Non CMS users can register themselves using the Register option on the Login screen Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 4 Signing on to PMSA Password 55 Register A Recover Password See Also How a New Member Registers Himself on page 9 Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 5 Managing PMSA Users Managing PMSA Users As mentioned in Introduction to Ektron CMS400 NET on page 1 PMSA supports two types of users who can perform different types of tasks They are summarized on the table below and explained in more detail in this chapter User Type Definition How registered How assigned to a project Membership Organization purchases the Anyone can register Added by another user work and receives the h
4. DR DR 7 D0 nna an 24 Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 37 Managing Project Files The Issue Tracker Managing Project Files The Issue Tracker The Issue Tracker allows members to follow the status of issues that are related to a project For example if a Web page in the project is not working correctly it can be logged in the Issue Tracker assigned to someone to be fixed closed and archives Members of the project can track the issue through to its resolution 12 Issue Tracker Reports Show Closed Show Archive Archive Type Disposition Priority Entered by Version Found Assign to Details f ae Go Back Documentation Functionality Not Started Pi Must Have Steven H 1 1 Jack B Need to add Issue Tracking documentation to Developer and User Manual Steps Resolution Close Bug Date Bug is closed Description Attachments File Description An issue in the tracker contains an issue s type its disposition Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 38 Managing Project Files The Issue Tracker e its priority e by whom it was entered e to whom it s assigned e project version e due date e description e steps to recreate the issue e resolution information e the ability to add a file attachment With the Issue Tracker issues are always in one of three states Open Closed or A
5. End Date O Archive and remove from site expire Archive and remain on site O Add to the CMS Refresh Report 6 Click the Delete Date and Time button EA 7 Click the Publish button LJ 8 The archived issue is moved to the closed list Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 50 Managing Project Files The Issue Tracker NOTE You can re open this issue by following steps in Re opening a Closed Issue on page 49 Deleting an Issue IMPORTANT Only members of the CMS400 net administrators or starterapps pm groups can delete an Issue To delete an issue follow these steps WARNING Deleted items are deleted permanently removed and cannot be recovered 1 Navigate to an issue as described in Viewing an Issue on page 43 2 Right click the mouse 3 Click Delete 12 Issue Tracker Reports Show Closed Show Archive Archive l eee Go Back Type Documentation Functionality Disposition Not Started Priority Pi Must Have Entered by Steven H Version Found 1 1 Assign to Jack B Details Need to add Issue Tracking documentatio Steps Resolution Close Bug _ Date Bug is closed Description Attachments 4 The issue is deleted from the issue list Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 51 Managing Project Files The Issue Tracker Creating an Issue Report NOTE Create a
6. New File or Document on page 23 Since the original file remains within PMSA the next highest number is added to the edited version s name For example for a file named myfiie the updated version is myfile 2 oO MAN FOuaF wh Deleting a File Ektron CMS400 Net administrators can delete documents in the CMS Workarea This procedure is described in the Ektron CMS400 Net User Manual section Working with Folders and Content gt Deleting Content Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 26 Managing Project Files Working with Milestones Managing Project Files Working with Milestones A Milestone is another word for a project event Milestones notify all participants of critical events For example you can use Milestones to schedule the kickoff meeting the delivery of the project specification document a monthly conference call etc Each Milestone can have a title date start end time and full description Milestones appear in reverse chronological order in other words the latest events appear at the top Only administrators can create edit and delete Milestones Members can only view them Anyone can use the download feature which copies Milestone information to your Microsoft Outlook calendar Adding a Milestone IMPORTANT Only members of the CMS400 net administrators or starterapps pm groups can add a new Milestone To add a Milestone follow these
7. button circled below W Add ecommerce to Web Ge Stake Holder For more information about Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 18 Managing Project Files The Wiki Screen e member users working with HTML content see the Ektron CMS400 Net Administrator Manual section Managing Content gt Managing Content Folders gt Community Folders gt How a User Views and Edits Community Folder Content e CMS users working with HTML content see the Ektron CMS400 Net User Manual section Working with Folders and Content gt Adding Content Creating New Wiki Content To add new wiki content click the Add Item button within the Recent Updates box illustrated below e commerce add on application administrator 3 21 2007 A new screen appears Here you can enter a title and the text of the new content Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 19 Managing Project Files The Wiki Screen onten Title Auto Generate New Summary Stake Holder Project Goals Success Criteria Finding Wiki Content There are two ways to find wiki content e Search See Searching Project Files on page 55 e Recent Updates See Recently Updated Files on page 20 Recently Updated Files Up to five of the most recently created or updated wiki content appear in the wiki screen s Recent U
8. Publish button E5 9 The issue appears in one of the lists Viewing an Issue NOTE Viewing an issue in the Issue Tracker allows members of the project to see how it is being handled its details the steps to reproduce the issue resolution information view attached files and follow any changes that have been noted When you first navigate to the Issue page the open list is displayed and the Show Closed link appears When you click the Show Closed link a closed list appears and the Show Open link is shown Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 43 Managing Project Files The Issue Tracker To view an issue navigate to a list of issues by clicking one of the following links Issue Tracker Reports Show Closed Show Archive gt Pi Must Have gt P2 Critical Clicking Reports launches a custom search for issues Once you have the search results you can click an issue s title to see it s information See Creating an Issue Report on page 52 for an explanation of Reports When clicking Show Open Show Closed or Show Archived a list of priority categories appear Next click a category to see a list of issues Then click the of an issue Issue Tracker Reports Show Closed Show Archive Archive gt Pi Must Have Date Closed REE ooe Revio as gt P3 Nice to Have Ektron CMS400 NET Project Management Starter Application User Manual
9. R COPYING THE SOFTWARE ONTO YOUR COMPUTER HARD DRIVE YOU AGREE TO BE BOUND BY THIS AGREEMENT S TERMS AND CONDITIONS YOU FURTHER AGREE THAT EXCEPT FOR WRITTEN SEPARATE AGREEMENTS BETWEEN EKTRON AND YOU THIS AGREEMENT IS A COMPLETE AND EXCLUSIVE STATEMENT OF THE RIGHTS AND LIABILITIES OF THE PARTIES Copyright 1999 2006 Ektron Inc All rights reserved LA10031 Revision 1 7 Trademarks All terms in this manual that are known to be trademarks have been capitalized Ektron Inc cannot attest to the accuracy of this information Use of a term in this manual does not affect the validity of any trademark The following trademarks might appear in Ektron manuals Active Directory ActiveX Authenticode BackOffice ClearType Developer Studio FrontPage IntelliSense JScript Microsoft MS DOS SharePoint Visual C Visual C Visual InterDev Visual J Visual J Visual Studio Visual Web Developer TM Win32 Win32s Windows Windows NT Windows Server TM Windows Server System TM Netscape Netscape Navigator Mozilla TM Firefox TM Table of Contents Introduction to Ektron CMS400 NET se 1 Project Management Tasks cccssssecccssseeeeeeeseeeeeeenseeeeeeenseeees 2 SIGHING ON tO PMSA siscscisiiccccssicscsasesceenmsieeeerassteiveeeneens 4 l stalling PMSA sss races cere ccc ccs 4 SIgMNO Osse aaaeaii easi 4 Managing PMSA USETS ccccceeeee eee eeee ee eeeee
10. Tracker Issue Smart Form Fields Table Field Description Type The nature of the issue being tracked For example if you click a button and it doesn t lead to the page you expect this would be Incorrect Functionality Choices are Incorrect Functionality the project is not functioning as expected Feature Request a new feature you would like to see added to the project Usability something is confusing or not easy to use Cosmetic there is a visual concern with the project Security does not pass security test Error there is an error in the project Crash issue causes the project to stop working Performance project performance is weak or slow Compliance something in the project is not in compliance For example your project needs to be 508 Compliant and it is not Other issue is being created for reasons other than what is listed here New Feature a new feature is being added to the project and you want to track it through its completion Documentation Functionality documentation does not work correctly For example online help does not open to the correct page Documentation Cosmetic documentation does not look visually correct For example an image is incorrectly cropped Documentation Wrong Info documentation contains incorrect or out dated information Documentation Usability it is difficult to find information in the documentation Disposition How is the issue b
11. Version 1 1 44 Managing Project Files The Issue Tracker 12 Issue Tracker Reports Show Closed Show Archive Archive ae Go Back Type Documentation Functionality Disposition Not Started Priority Pi Must Have Entered by Steven H Version Found 1 1 Assign to Jack B Details Need to add Issue Tracking documentation to Developer and User Manual Steps Resolution Close Bug Date Bug is closed Description Attachments File Description Editing an Issue IMPORTANT Only members of the CMS400 net administrators or starterapps pm groups can edit an issue To edit an issue follow these steps 1 Navigate to an issue as described in Viewing an Issue on page 43 2 Right click the mouse 3 Click Edit Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 45 Managing Project Files The Issue Tracker 12 Issue Tracker Reports Show Closed Show Archive Archive Go Back Type Documentation Functionality Disposition Not Started Priority P1 Must Have 7 a View History Entered by Steven H fl Delete Version Found 1 1 Vl Add Task Assign to Jack B Details Need to add Issue Tracking documentatio i User Manual Steps Resolution Close Bug Date Bug is closed Description Attachments File Description 4 The content appears within an editor Change as needed For field descriptions see Ilssue Smart Form Fields Table o
12. cesnaneccecssnenscenepssncccnnsaes 36 Identifying a Post s Permanent Link ssssssnnnnnunnnnnnnnnnnnnnnnnnnna 36 Subscribing Unsubscribing to a BlOg ssssssnnnsnnnnnnnnnnnnnnnnnnn 36 Managing Project Files The Issue Tracker 00 38 Adding an TSO aeons shaders acs eiccctic eetescntensbineemtascnemeeccetsed 40 Viewing an FSS UG wiosisiicescceciceccessancrccscsansencesescncnctnsenancccunansemeceucsnese 43 Editing an SUS was pecttccciceecccechncecrceceectccacsescntihacweietiianeeceness 45 GIOSING a ISSUS wsssictsissscccisncctsesicecsceseatninadacetanentencentennsgecctenaucaiend 46 Ar hiving SSUES vasa cicsesscssccccccscseceestcrstcncradascentectdsneaceveaatesaasacacnas 47 Re opening a Closed ISSUGC ss seccesseseeeeeesseneeeeensseneeeeenees 49 Restoring an Issue From the Archive ccccecccsssseeeseeseeeeeees 50 Deleting an ISSUG seisine apipi easain 51 Creating an Issue Report eccesseeeeeeessseceeeeseseeeeesessseeneeees 52 Searching Project Files cccccccccccceeeeeeceeeseeeseeceeeeeseeeees 55 Using Content Type OptionS ssssssssunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnna 56 Advanced Search Options sscscccsccssccsssccsdecessscsnsacsuscesaaseeaseveacucces 57 Using an Advanced Result Filter secc cccccececctacneeccctiniececeanenwiectastiecs 58 Ektron CMS400 NET Project Management Starter Application User Manual Version 1 0 ii Introduction to Ektron CMS400 NET Introduction to Ektro
13. d or if the issue is closed by mistake To re open a closed issue follow these steps 1 Navigate to the Show Closed list 2 Open the closed issue as described in Viewing an Issue on page 43 Right click the mouse Click Edit Scroll down to the Resolution area La a a Uncheck the Close Issue check box NOTE When you uncheck the Closed Issue check box the Date Closed is not removed To remove the original Date Closed click the Calendar button 1 check the Remove date check box and click OK 7 Click the Publish button L Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 49 Managing Project Files The Issue Tracker 8 The issue now appears in the Open List Restoring an Issue From the Archive IMPORTANT Only members of the CMS400 net administrators or starterapps pm groups can restore an issue You can restore items from the archive By default when the item is restored it s moved to the closed item list You can re open the issue by following the steps in Re opening a Closed Issue on page 49 If you want to restore an archived item follow these steps Navigate to the Show Archive list 2 Open the archived issue as described in Viewing an Issue on page 43 3 Right click the mouse 4 Click Edit 5 Click the Schedule tab English U S Start Date None B Ee End Date Thursday June 14 2007 5 00 PM Action on
14. e both windows 4 In Windows Explorer navigate to the folder that contains the file you want to add 5 Drag the file from the Explorer window to the illustrated section of the PMSA Documents window y Drag files into this window to drop and add to Folder Documents Editing a File or Document Prerequisite An application that can edit the file must be installed on your computer For example for a Word document your computer must have Microsoft Word NOTE To learn which application is associated with a file type open Windows Explorer Then go to Tools gt Folder Options gt File Types You can edit some text documents such as Word and txt files within PMSA Other files must be downloaded to your computer where you edit them using the Windows associated application For example you edit jpg files using PhotoShop So this section provides two procedures for editing documents e editing within PMSA e downloading to your local computer and editing using the native application Editing within PMSA To edit a PMSA document follow these steps 1 Click the document or file 2 Anew screen appears Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 24 Managing Project Files Working with Documents E Documents Return to document list a 3 Click the Edit button circled above 4 The document appears within an editor Edit Content in Folder Documents
15. e client to which you want to assign members 2 Click the green plus sign next to Members J Contents io Actions as Clients 83 Add Member gt Boston Bruins Client v Network Solutions liek alain a gt Members E gt Projects Members Bolt Bill v fad Meme The Add Members area opens on the right side of the screen Click the Members pull down list to display all member users Select a member Click Add Member ou Fk w Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 14 Working with Clients Only members who are assigned to a client can work with the project files For a list of tasks the both types of users can perform see Table of Tasks Per User on page 10 Assigning Projects to a Client Any user assigned to a client can create projects for the client To do so follow these steps 1 Click the green plus sign next to Projects 2 The Add Project area opens on the right side of the screen J Contents oof Actions amp s Clients B Add Project gt Boston Bruins Client v Network Solutions Network Solutions v gt Members i gt Projects amp Project Name Add ecommerce faa Boje required field 3 Enter the Project Name IMPORTANT The project name cannot exceed 17 characters and cannot include the following characters comma 4 Click Add Project Ektron CMS400 NET Pro
16. e closed When you archive issues all issues in the Closed list are archived When an issue is archived the date and time you archived the issue is added to the End Date field on the Schedule tab IMPORTANT Do not change the Action on End Date parameter Archive and remain on site allows the issue to appear in the archive list Edit Content in Folder Issues English U S Start Date None B E Action on End Date Archive and remove from site expire Archive and remain on site Add to the CMS Refresh Report For additional information on Archiving see the CMS400 NET User Manual section Scheduling Content to Begin and End gt Setting an End Date on Content To archive issues follow these steps 1 Access the Issue screen Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 48 Managing Project Files The Issue Tracker 2 Click the Archive link 72 Issue Tracker Reports Show Closed Show Archive gt Pi Must Have gt Po Critical gt P3 Nice to Have 3 Click OK in the dialog box to Archive all closed issues 4 Closed issues are moved to the archive Re opening a Closed Issue IMPORTANT Only members of the CMS400 net administrators or starterapps pm groups can Re open an issue From time to time it may be necessary to re open a closed issue For example when an issue is not completely resolve
17. ect Management application Members of the administrators group have many advanced privileges within Ektron CMS400 Net So if you do not want to grant a user those privileges assign him to the starterapps pm group whose privileges only affect PMSA Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 9 Managing PMSA Users The starterapps pm User Group In the CMS Project Management folder properties this group has administrator rights for PMSA For example it has full folder permissions and no approval chain Only these CMS users and members of administrators group can view clients and projects Members of the starterapps om User Group are automatically assigned to all PMSA clients although they do not appear on the client s member list As such they can create edit delete content and it s immediately published Table of Tasks Per User The following table lists all tasks that can be performed within PMSA and indicates the kind of user who is authorized to perform each one Task CMS User in Member User Administrators or starterapps pm Group Create register new membership we v user Add membership users to client wv y Remove membership users from v x client Edit membership user information p v Via CMS workarea User v For themselves only must be member of in Administrators group Recover lost password x W Eor tendeto Create new client v a E
18. eens eeeeeee eens 6 Membership USG0S scccoicesasaccsscssaseacesnsaanecxcansesenensuasecunensneenrancxccnee 6 Registering a New Member User jissicccitiinsniteatiadetatieddesatuiednaiss 7 How a New Member Registers HimSelf ccceeceeeeeeeteeeeeeeeeeeee 9 CMS USES is iccse sicisiccscstedscecaccascstesscedestiasseedatindateeseedniehaniccausetezecede 9 The starterapps pm User Group ccccccceeeeeeeeeeeeeeneeeeeeeeeeeesaeeeeeaes 10 Table of Tasks Per US 8 sisiccsscctciccsctacecscsansacecsccaceaceececateasscceteaces 10 Working With Clients sssssssssssnsnnunnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn nnn 13 Creating and Deleting Clients ccessseeeeeeeseeeeeeesseneeeeees 13 Assigning Members to a Client cccsseececeeseeeeeeeeeeeeeeeeeeeenes 14 Assigning Projects to a Client cccccssseeeceseseeeeeeseeeeeeeeseeees 15 Working with ProjectS sssssssssssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn 16 Who Can Edit Project Files cccsssseeeeeseseeeeeeesseeeeeeseneeees 16 Types OF Project Pile au cccsiccsscccnancdnssccnenesecacenncncvansdnannansancwetacsiue 16 Finding Project Piles cuasan RA Ra a 17 Managing Project Files The Wiki Screen 00000 18 Creating New Wiki Conte nt sssseeccesseeseeeeessseneeeeessneeeees 19 Finding Wiki COtte nt wiccicssissicesccncciccncincneserecenteteatenscantentecauendeane 20 Recently Updated File vcs sssiiicniesinnnrscs vanenencenmennardinanden
19. eing handled Choice are Not Started no one has started working on the issue In Progress the issue is in the process of being fixed Request Review have someone else review the issue Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 42 Managing Project Files The Issue Tracker Field Description Priority Determine the importance of the issue and its work order priority Choices are P1 Must Have this issue needs to be resolved before the project is released P2 Critical the issue is of high importance but would not stop the release of the project P3 Nice to Have it would be nice to have this issue resolved but it is not necessary for the release of the project P4 Not Important the issue is not need for the release Entered By Name of the person who entered the issue Assigned To Version Found Name of the person to whom the issue is assigned Version of the project in which the defect was found Due Date The date the issue is expected to be resolved Description Enter a detailed description of the issue Steps to Create Enter the steps to recreate the issue Attachments Attach files from the Library that you want to associate with the issue You can attach any type of content available in the Library For information on the Library see the Ektron CMS400 NET User Manual 8 Click the
20. ektro n What do you want your website to do Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 Revision 1 Ektron Inc 542 Amherst St Nashua NH 03063 Tel 1 603 594 0249 Fax 1 603 594 0258 Email sales ektron com http www ektron com Copyright June 2007 Ektron Inc All rights reserved EKTRON is a registered trademark of Ektron Inc Version 1 1 Revision 1 For updated versions of this manual please visit http www ektron com web content management solutions aspx id 4020 EKTRON INC SOFTWARE LICENSE AGREEMENT READ THIS BEFORE LOADING SOFTWARE YOUR RIGHT TO USE THE PRODUCT DELIVERED IS SUBJECT TO THE TERMS AND CONDITIONS SET OUT IN THIS LICENSE AGREEMENT USING THIS PRODUCT SIGNIFIES YOUR AGREEMENT TO THESE TERMS IF YOU DO NOT AGREE TO THIS SOFTWARE LICENSE AGREEMENT DO NOT DOWNLOAD CUSTOMER should carefully read the following terms and conditions before using the software program s contained herein the Software Downloading and or using the Software or copying the Software onto CUSTOMER S computer hard drive indicates CUSTOMER S acceptance of these terms and conditions If CUSTOMER does not agree with the terms of this agreement CUSTOMER should not download Ektron Inc Ektron grants and the CUSTOMER accepts a nontransferable and nonexclusive License to use the Software on the following terms and conditions 1 Right to use The Software
21. ght click the mouse A menu appears oy 12 Issue Tracker Reports Show Closed Show Archive Archive Open Issues gt Pi Must Have gt P2 Critical gt P3 Nice to Have 4 Click Add Issue 5 The following screen appears Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 40 Managing Project Files The Issue Tracker Edit Content in Folder Issues ta fl x 2 Title English U S Add to Quicklinks table Content Searchable Content Summary Metadata Schedule Comment Templates 2BRMA S noo yere aanl Apply Style v Normal i BZU AA pe x IiE EE E p e em gi Z Type Not Set v Disposition Not Started v Priority Not Set v Entered by i 3 Assign to i Version Found Due Date T s Description _ 6 Enter a Title for the issue This is usually a brief description of the issue 7 Use the table below to fill out the Issue s Smart Form fields NOTE This table describes fields found on the Content tab For information about using other tabs on this screen see the Ektron CMS400 NET User Manual section Working with Content gt Adding Content gt Tabs on the Edit Content Screen Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 41 Managing Project Files The Issue
22. he Description box enter a more detailed description of the Milestone 10 Click the Publish button L9 Viewing a Milestone Click the blue arrow to the left of any Milestone to view its details Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 29 Managing Project Files Working with Milestones 12 Milestones May 2007 12 Complete Phase One of the project March 2007 30 gt Project Kickoff Meeting 15 gt Submit Project Specifications to NS Management March 2007 30 w Project Kickoff Meeting Date 3 30 2007 Start 9 00 AM End 3 00 PM Time Zone Mid Atlantic GMT 02 00 Description Project Kickoff Meeting attendance is required Downloading Milestones to Microsoft Outlook If your computer has a version of Microsoft Outlook that supports vCard you can download the project Milestones to the Outlook calendar As a result the events will appear within Outlook along with your other appointments So even if you do not sign on to PMSA you will be notified of important project events To download a Milestone to Outlook follow these steps 1 Access the Milestones screen 2 Click the calendar icon to the far right of the Milestone you want to download Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 30 Managing Project Files Working with Milestones May 2007 1 gt Complete Phase One of the project 3 You are prompted
23. imself deliverables CMS Organization manages project Within CMS by a CMS If in the administrators or and produces deliverables user with admin privileges starterapps pm CMS user group automatically assigned to all projects If in neither group must be added by another user Membership Users e A different set of membership users can be assigned to every client e When you select a client the screen shows all member users assigned to it Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 6 Managing PMSA Users 3 Contents Clients v Boston Bruins gt Members amp jmember jmember jmember amp North Mike north amp Smith Mary MarySmith example com amp Thomas Dave DT example com v Projects When you click the Plus sign next to Members a new screen appears showing all existing member users Add existing ones to the project as needed Or you can register a new one Registering a New Member User If you are already registered and want to register a new member follow these steps Sign on to PMSA 2 From the Contents screen select the client to which the new user will be assigned 3 Click the Plus sign next to Members From the lower right corner of the screen click Register New Member Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 7 Managing PMSA Users so Actions 83 Add Member Clie
24. is licensed for use only in delivered code form Each copy of the Software is licensed for use only on a single URL Each license is valid for the number of seats listed below the Basic Package Any use of the Software beyond the number of authorized seats contained in the Basic Package without paying additional license fees as provided herein shall cause this license to terminate Should CUSTOMER wish to add seats beyond the seats licensed in the Basic Package the CUSTOMER may add seats on a block basis at the then current price for additional seats see product pages for current price The Basic Packages are as follows Ektron CMS300 Licensed for ten seats 10 named users per URL Ektron CMS400 NET Licensed for ten seats 10 named users per URL Ektron eWebEditPro Licensed for ten seats 10 named users per URL Ektron eWebEditPro XML Licensed for ten seats 10 named users per URL For purposes of this section the term seat shall mean an individual user provided access to the capabilities of the Software The CUSTOMER may not modify alter reverse engineer disassemble or decompile the Software This software product is licensed not sold 2 Duration This License shall continue so long as CUSTOMER uses the Software in compliance with this License Should CUSTOMER breach any of its obligations hereunder CUSTOMER agrees to return all copies of the Software and this License upon notification and demand by Ektron 3 Cop
25. ject Management Starter Application User Manual Version 1 1 15 Working with Projects Working with Projects Create a project for every project you are managing for a client The procedure for creating projects is described in Assigning Projects to a Client on page 15 To access a project s files go to the Contents screen select the client then select the project Who Can Edit Project Files All CMS users who are members of the Administrators or starterapps pm user group as well as member users assigned to a project can edit its files See Also Table of Tasks Per User on page 10 Types of Project Files Within the PMSA a project contains the following kinds of information You can review add and update as the project information changes Information type Description For more information see HTML content also known as wiki New content created by project members describing various aspects of the project Managing Project Files The Wiki Screen on page 18 Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 16 Working with Projects Information type Description For more information see Discussion forum e Project members can post Managing Project Files The information or questions Discussion Forum on page 22 replies about the project e Can be divided into any num ber of topics e All postings are kept for late
26. ktron CMS400 NET Project Management Starter Application User Manual Version 1 1 10 Managing PMSA Users Task CMS User in Member User Administrators or starterapps pm Group Remove client wy x Create new project we we Can be assigned to projects v w Oniy warkon prcietetor clients to which he s been assigned Create new wiki HTML content we v Edit wiki HTML content w v Delete content wv x Add documents v vy Edit documents v vy Restore previous version of content wv v Remove documents from project wv Indirectly via CMS x Workarea Create new discussion post v yvy View blog w wy View post to private blog ow x View Milestones wy vy Add Milestones w x Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 11 Managing PMSA Users Task CMS User in Administrators or starterapps pm Group Member User Edit Milestones wv access CMS Workarea and edit content block t v access CMS Workarea and delete content block Search for content in project wv w Search includes private blog v x Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 12 Working with Clients Working with Clients All information in the PMSA revolves around clients which are organizations that receive services from your organization One or more users and projects can be assigned to each client This section e
27. mendanenesires 20 Managing Project Files The Discussion Forum 22 Managing Project Files Working with Documents 23 Adding a New File or DOCUMENL cceeeeceeeeeeeeeeeeeeeeeeeeeneeeees 23 Editing a File or DOCUMENT wssccsssscesincsatenessennsscnsascnssenaessnnnaccnsswee 24 Editing within PMSA cssssccsistiscuccoinpoieatccieiotesnsteinicuieiateccierasioe 24 Downloading and Editing a File or Document s 26 Deleting a File scsicsccctas secs ctcacseerscecaccsesinasccceccuntacentccandediadececoeceeas 26 Managing Project Files Working with Milestones 27 Adding a AN SUNG occas cssicctent cassccuencencacetieatcnecdemaauanschenactaidaud 27 Ektron CMS400 NET Project Management Starter Application User Manual Version 1 0 i Viewing a Milestone iissaasscsirscstisaniisssscsssacenstenssisanyaeueenneneaceanndicies 29 Downloading Milestones to Microsoft Outlook 000 30 Editing a MNGSIONG icsscicesccccccecasceccccsscacecstnsseinecccesccansecancasacseaaees 31 Deleting a MMNCSIONG siiiicis sscccccecsannssaccncencecnsansesecansnnnnonceseantsonncsese 32 Managing Project Files Working with Blogs 0 34 Public versus Private BOGS cccssssecccsseeeeeeeeeeeeeeeenseeeeeeeeees 34 Adding a New Blog POSH ssccissiscoscectccsosessasnctetsccasscecnrcccheccceecasece 34 Adding a Blog Post Comment ccccseeeeeeeeeeeeeeeeeeeeeeeeeeneeenes 35 Editing a Blog POS is sisccccccecccsconccestaxeucs
28. n CMS400 NET NOTE The Ektron CMS400 NET PMSA is built on top of Ektron CMS400 Net Knowledge of that application will enhance your understanding of certain aspects of PMSA Ektron Project Management Starter Application helps you track most aspects of a project The kinds of projects you can manage include e opportunities in your sales cycle like software homes or baseball cards e Web site upgrades e marketing campaigns At the center of each project is the client the customer who is purchasing your services Assigned to each client are its participants also known as users and projects This relationship is illustrated below NOTE Users are not assigned to individual projects Instead they are assigned to a client and granted access to all of the client s projects To see a video presentation about the PMSA go to hitp media ektron com FlashVideos ProjectManagement ProjectManagementOverview html Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 1 Introduction to Ektron CMS400 NET Project Management Tasks Participants can perform the following project management tasks create new content describing the project s goals success criteria ongoing issues etc use an online discussion forum where anyone can post questions or comments and receive replies about the project status capabilities etc All postings are kept so anyone can find previous postings at a
29. n page 42 5 When done click the Publish button E9 Closing an Issue IMPORTANT Only members of the CMS400 net administrators or starterapps pm groups can close an issue Closing an issue removes it from the open issue list This lets members know the issue has been resolved Closing an issue does not change its Disposition To close an issue follow these steps Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 46 Managing Project Files The Issue Tracker 1 Navigate to the issue and edit it as described in Editing an Issue on page 45 2 The edit content screen appears a Y sR AaB v Boe BzZzu A 2 a p m FRR Ca H e Resolution Close Issue Date Closed l Comments S Attachments File Description B 3 In the Resolution area click the Close Issue check box j L 4 Click the Calendar button to select a date the issue was closed 5 Add comments to explain how the issue was resolved 6 When done click the Publish button L9 Archiving Issues IMPORTANT Only members of the CMS400 NET administrators or starterapps pm groups can archive an issue Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 47 Managing Project Files The Issue Tracker Archiving issues helps keep the Closed issue list manageable You can only archive issues that ar
30. n issue report if you are having trouble locating an issue or want to filter issues by a specific parameter For example create a list of issues that are assigned to you The issue report generates a list of issues that match specified parameters The list includes a Title and summary The summary contains information from the Summary tab in the Edit Issue screen If the Summary tab is blank a summary is automatically generated Summaries are only automatically generated once If you make changes to the issue auto summary is not changed When creating a custom report you can define the report e by its priority e by whom it s entered e to whom it s assigned e whether it s closed e the date the issue was closed The report returns information filtered by each parameter For example if you choose P1 Must Have and Closed your report contains all P1 issues that are closed To create an issue report follow these steps 1 Navigate to the Issue Tracker screen Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 52 Managing Project Files The Issue Tracker 2 Click the Reports link 12 Issue Tracker Show Closed Show Archive gt Pi Must Have gt P2 Critical gt P3 Nice to Have 3 The Report screen appears Back to Issues A P1 Must Have Paul B A Mark J No Selection 2007 Ektron Inc Ver 1 1 1
31. nagement Starter Application User Manual Version 1 1 35 Managing Project Files Working with Blogs Field Description Home page Enter the URL to your home page Comment Enter your reactions to the blog post Editing a Blog Post To edit any post click edit under the blog s title Default Add ecommerce to Web permanent link Highlights Identifying a Post s Permanent Link 9 Default Add ecommerce to Web E eoifpermanent Tmk If you click this link a new screen appears The new screen indicates the permanent link to this blog post As long as the blog post remains within Ektron CMS400 NET you can access it via the URL that appears in the browser s address bar when you click permanent link Most blog pages show only recent posts After a post is moved off the blog s front page you can still access it via this link Subscribing Unsubscribing to a Blog All users can subscribe to a blog or a blog post By subscribing to a Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 36 Managing Project Files Working with Blogs e blog users receive notification when posts are added to the blog e blog post users are notified when comments are added to the post When you no longer want to receive notices you can unsubscribe To subscribe to a blog click Subscribe above the calendar B documents 7 milestones blog A searct feledtet vfoaz
32. nd dropped Managing Project Files Working with onto the Documents screen Documents on page 23 Images Any image file dragged and dropped onto Managing Project Files Working with the Documents screen Documents on page 23 Multi Media Any multimedia file dragged and dropped Managing Project Files Working with onto the Documents screen Documents on page 23 Advanced Search Options If you want to use additional search criteria click Advanced Search illustrated below Site HTML Documents Images Multi Media Archie Advanced Search When you do the following screen appears with all of the words with the exact phrase at least one of the words without the words Advanced Result Filters Author v Created Before Created After Modified Before Modified After Basic Search Author File Size Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 57 Searching Project Files Advanced Search provides additional wording options as well as advanced filters Using an Advanced Result Filter IMPORTANT After choosing any filter in the dropdown list enter a value in the field next to it The filter options are explained below You can include as many options as you wish by clicking the plus and minus signs to the right of each criterion Enter dates in YYYY MM DD format For example 2006 01 25 is Januar
33. nt Members jmember jmember a Add Member amp Reaister New Member 5 Complete the Register New Member screen pa Register New Member First Name Last Name Password Confirm Password E mail Address Display Name English U S v required field Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 8 IMPORTANT Managing PMSA Users 6 A confirmation appears under Actions 7 lf you want to assign the new user to the current project click Add The new user s email address is his user name He will use this and his password to log in How a New Member Registers Himself IMPORTANT CMS Users NOTE NOTE NOTE 1 Access the sign in screen 2 Click Register 3 Complete the Register New Member screen Although you are registered you are not assigned to any projects Another user must do that for you Your email address is your user name Use this and your password to log in To learn more about managing Ektron CMS400 Net users see the Ektron CMS400 Net Administrator Manual section Managing Users and Permissions You cannot add new CMS users from PMSA You must do so from CMS400 While any CMS user can sign on to PMSA only those in one of the following user groups have PMSA administrative rights e administrators e starterapps pm The starterapps pm group gets created the first time you launch the Proj
34. nter receipts to find it All content that includes the search words appears below If no content matches the search word a message indicates that Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 55 Searching Project Files Site HTML Documents Images Multi Media Actin Advanced Search Web Results 1 1 of 1 for Archive 0 19 seconds A archive_options 4 13 2007 4 53 01 PM Ektron CMS400 NET User Manual Release 5 0 revision 1 56 Archive Options Option Can site vis view and edit content within Ektron CMS400 NET upon expiration Archive and remove from sit the archive button ID 117 Size 14 KB Last Author member j You can click any content item and proceed to its edit screen Using Content Type Options Or if your search returned too many results you can narrow them down by content type circled below Site HTML Documents Images Multi Media Ache Advanced Search Content type options are explained below Content Finds this kind of content For more information see Type Site All Note Only CMS users can search private blogs HTML Wiki content Managing Project Files The Wiki Screen on page 18 Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 56 Searching Project Files Content Finds this kind of content For more information see Type Documents Any document dragged a
35. ny time drag and drop project related files such as specification documents email Power Point presentations multimedia for example Flash files etc Once a file is added to the project any participant can view and edit it create and track project milestones key events in the project s schedule use blogs to communicate the day to day project issues PMSA provides both public and private blogs To allow for private and public blogs PMSA supports two types of users those whose organization manages a project and produces the deliverables These users are defined in Ektron s CMS400 Net They can access both public and private blogs those whose organization purchases for work and receives the deliverables They are called membership users and can only access public blogs The following diagram illustrates the information you can manage using Ektron s PMSA Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 2 Introduction to Ektron CMS400 NET e Wiki HTML content Discussion area Forums membership Document Repository Date based Milestones Public Blogs Private Blogs Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 3 Signing on to PMSA Signing on to PMSA Installing PMSA The Project Management Starter Application PMSA is installed when you install Ektron CMS 400 Net Its files reside in the siteroot Starter Apps folder
36. ormance and all claims arising from the relationship between the parties contemplated herein shall be governed by construed and enforced in accordance with the laws of the State of New Hampshire without regard to conflict of laws principles thereof The parties agree that any action brought in connection with this Agreement shall be maintained only in a court of competent subject matter jurisdiction located in the State of New Hampshire or in any court to which appeal therefrom may be taken The parties hereby consent to the exclusive personal jurisdiction of such courts in the State of New Hampshire for all such purposes The United Nations Convention on Contracts for the International Sale of Goods is specifically excluded from governing this License If any provision of this License is to be held unenforceable such holding will not affect the validity of the other provisions hereof Failure of a party to enforce any provision of this Agreement shall not constitute or be construed as a waiver of such provision or of the right to enforce such provision If you fail to comply with any term of this License YOUR LICENSE IS AUTOMATICALLY TERMINATED This License represents the entire understanding between the parties with respect to its subject matter YOU ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT THAT YOU UNDERSTAND THIS AGREEMENT AND UNDERSTAND THAT BY CONTINUING THE INSTALLATION OF THE SOFTWARE BY LOADING OR RUNNING THE SOFTWARE OR BY PLACING O
37. pdates box Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 20 Managing Project Files The Wiki Screen budget instructions mary smith 3 21 2007 project budget analysis mary smith 3 21 2007 e commerce add on application administrator 3 21 2007 add ecommerce to web site wiki application administrator 3 20 2007 Under the title of each content item are the name of the user who created updated it and the date when that occurred You can click any article to view and possibly update it Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 21 Managing Project Files The Discussion Forum Managing Project Files The Discussion Forum The Discussion Forum lets project members post information or questions replies about the project It can be divided into any number of topics All postings are kept for later reference One of the most powerful features is the search Click the Search button in the top right corner of the screen to find all postings that include a specified word or words Te 3 Discussion Add ecommerce to Web Site Forum Add ecommerce to Web Site General Discussion 0 0 To learn more about Discussion Boards please see the Ektron CMS400 Net Administrator Manual chapter Managing Content gt Discussion Boards gt Working with Topics Working with Posts and Using the Control Panel Ektron CMS400 NET P
38. r reference External documents MS Word PDF images movie Managing Project Files The files etc Discussion Forum on page 22 Milestones Critical dates in the life of the Managing Project Files Working project with Milestones on page 27 Blogs A place to compose and store an Managing Project Files Working ongoing narrative of project work with Blogs on page 34 and events Finding Project Files PMSA makes it easy to find project information using the following tools Search See Searching Project Files on page 55 The Documents screen lists all project documents A list of recently updated wiki and blog content See Recently Updated Files on page 20 and For blogs you can pick a date and see all blog postings on that date Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 17 Managing Project Files The Wiki Screen Managing Project Files The Wiki Screen Use the wiki to create and update HTML based project content Ai search add ecommerce home amp network solutions add ecommerce wiki documents 73 milestones blog i private blo Add ecommerce Wiki discussion add ecommerce wiki application administrator 4 13 2007 Stake Holder Bob Project Goals Success Criteria For convenience the content in the center appears on the wiki s main page You may edit it as needed by clicking the Edit
39. rchived The state of an issue depends on which list it appears Issues that are closed can be archived Issues that are closed or archived can be reopened There are several ways to view issue lists in the Issue Tracker You can create a custom report view all open issues view all closed issues and view all archived issues Only administrators or users in the starterapps pm group can create edit close and archive issues in the Issue Tracker Members can view them The following topics explain how to use the Issue Tracker e Adding an Issue on page 40 e Viewing an Issue on page 43 e Editing an Issue on page 45 e Closing an Issue on page 46 e Archiving Issues on page 47 e Re opening a Closed Issue on page 49 e Restoring an Issue From the Archive on page 50 e Deleting an Issue on page 51 e Creating an Issue Report on page 52 Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 39 Managing Project Files The Issue Tracker Adding an Issue IMPORTANT Only members of the CMS400 NET administrators or starterapps pm groups can add a new issue To add a new issue follow these steps 1 Access the Issue screen 2 Move the cursor to the lower section of the screen When you do a green border appears Issue Tracker Reports Show Closed Show Archive Archive Open Issues gt Pi Must Have gt P2 Critical gt P3 Nice to Have 3 Ri
40. roject Management Starter Application User Manual Version 1 1 22 Managing Project Files Working with Documents Managing Project Files Working with Documents Use the Documents area of PMSA to add any project related external files For example if the project specification is a Microsoft Word document you can add that to the documents area In this way any project member can view and update the document z d Documents W Ecommerce Project Capabilities download Ecommerce Project CapabilitiesEktron offers complete ecommerce soluti cart software at the lowest total ownership cost available For one low addressing your unique challenges and helping you market and sell your y Drag files into this window to drop and add to Folder D You can add any file type that project members can open If you try to drop a file type that CMS400 Net does not support a warning appears listing all supported file types Adding a New File or Document To add any document or file to PMSA follow these steps Prerequisite You must know the Windows folder location of the file you want to add Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 23 Managing Project Files Working with Documents 1 Resize the PMSA window so that it occupies about one half of your screen Open Windows Explorer Resize the Explorer window so that it occupies the other half of your screen In this way you can se
41. rt Time 9 00 AM End Time 3 00 PM Description Project Kickoff Meeting attendance is required 7 The content appears within an editor Change as needed 8 When done click the Publish button E9 Deleting a Milestone IMPORTANT Only members of the CMS400 net administrators or starterapps pm groups can delete a Milestone To delete a Milestone follow these steps Place the cursor over the event you want to delete Right click the mouse Click Properties The Ektron CMS400 Net folder that contains the Milestone appears ee Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 32 Managing Project Files Working with Milestones Click the Delete button a Select Content from the dropdown menu The Delete Contents of Folder screen appears Check each Milestone that you want to delete Click the Delete button Lf 0 A confirmation window appears Click OK SO 0 N Oy 1 Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 33 Managing Project Files Working with Blogs Managing Project Files Working with Blogs Public versus Blogs short for Web Logs are a form of online information sharing that let a group of people express their thoughts on a subject One person creates the main post and others comment on it In blogs the most recent post appears at the top As a result site visitors can quickly find the latest entries Blog
42. s are made up of multiple elements which let users view or create a blog post add comments and see a roll call of associated blogs In addition the blog calendar indicates which days have blog posts For a full description of blogs see the Ektron CSM400 Net User Manual chapter Working with Folders and Content gt Blogs Private Blogs Anyone who can access PMSA can view and add comments to the blog The private blog however is restricted to CMS400 users Member users cannot see or even search for entries in the private blog So your organization can maintain a blog of confidential project information and be confident that your clients will not be able to access the blog entries Adding a New Blog Post Follow these steps when you want to submit a new entry to the blog 1 In the gray bar above the title click Add Post Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 34 Managing Project Files Working with Blogs ry Add ecommerce to Web Sit amp all client members may view and contribute to this blog a add post 9 Default Add ecommerce to Web Site B E edit permanent link Highlights 2 Anew screen appears Enter the blog content Adding a Blog Post Comment 1 Select the post you want to comment on 2 Click the title of the post 3 The Leave a Comment screen appears below Leave a comment Homepage http Comment Ektron CMS400 NET Project Ma
43. s sole and exclusive remedy is repair of all or any portion of the Software If such remedy fails of its essential purpose Customer s sole remedy and Ektron s maximum liability shall be a refund of the paid purchase price for the defective Products only This limited warranty is only valid if Ektron receives written notice of breach of warranty within thirty days after the warranty period expires 5 Limitation of Warranties and Liability THE SOFTWARE AND DOCUMENTATION ARE SOLD AS IS AND WITHOUT ANY WARRANTIES AS TO THE PERFORMANCE MERCHANTIBILITY DESIGN OR OPERATION OF THE SOFTWARE NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED EXCEPT AS DESCRIBED IN SECTION 4 ALL WARRANTIES EXPRESS AND IMPLIED ARE HEREBY DISCLAIMED NEITHER COMPANY NOR ITS SUPPLIERS SHALL BE LIABLE FOR ANY LOSS OF PROFITS LOSS OF BUSINESS OR GOODWILL LOSS OF DATA OR USE OF DATA INTERRUPTION OF BUSINESS NOR FOR ANY OTHER INDIRECT SPECIAL INCIDENTAL OR CONSEQUENTIAL DAMAGES OF ANY KIND UNDER OR ARISING OUT OF OR IN ANY RELATED TO THIS AGREEMENT HOWEVER CAUSED WHETHER FOR BREACH OF WARRANTY BREACH OR REPUDIATION OF CONTRACT TORT NEGLIGENCE OR OTHERWISE EVEN IF COMPANY OR ITS REPRESENTATIVES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH LOSS 6 Miscellaneous This License Agreement the License granted hereunder and the Software may not be assigned or in any way transferred without the prior written consent of Ektron This Agreement and its perf
44. steps 1 Access the Milestones screen 2 Move the cursor to the lower section of the screen When you do a green border appears Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 27 Managing Project Files Working with Milestones home amp network solutions amp add ecommerce to web site Sayyyy 12 Milestones March 2007 30 Project Kickoff Meeting 3 Right click the mouse A menu appears home amp network solutions amp add ecommerce to wet 12 Milestones C Add Milestones March 2007 Properti gt Project Kick Workarea Logout Hide Borders gos 4 Click Add Milestones 5 The following screen appears Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 28 Managing Project Files Working with Milestones Edit Content in Folder Milestones Title English U S Content Summary Metadata 4 2 BR MA Broa ve RY 2482 E Aral Sle Noma BZUe A nbsp TM i Z fo ft FS eS EBS SES Time Zone US Canada Eastern Colombia Peru GMT 0500 v 6 In the Title field enter a brief description of the Milestone 7 Enter a Date Start and End times if appropriate for when the Milestone should occur 8 If necessary select the Time Zone in which the Milestone will occur 9 Int
45. to open or save the file Click Open 4 The event appears within an Outlook appointment screen 5 Click the Save and Close button circled below i File Edit View Insert Format Tools Actions Help Subject Network Solutions Add ecommerce to Web Site Complete Phase One of the project Location v Label None Start time Tue 5 1 2007 10 00AM All day event End time Tue 5 1 2007 10 00AM v V Reminder 15 minutes Show time as ll Busy Submit Unit Test to NS Management for their review Editing a Milestone IMPORTANT Only members of the CMS400 net administrators or starterapps pm groups can edit a Milestone To edit a Milestone follow these steps 1 Place the cursor over the event you want to edit Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 31 Managing Project Files Working with Milestones Right click the mouse Click Properties The Ektron CMS400 Net folder that contains the Milestone appears 5 Click the Milestone you want to edit NOTE The folder contains all Milestones so you can edit as many as needed from this screen 6 On the View Content screen click the Edit Button circled below View Content Project Kickoff Meeting Lys 0 amp A i e view English U S Content Summary Date Friday March 30 2007 Sta
46. xplains the following tasks e Creating and Deleting Clients on page 13 e Assigning Members to a Client on page 14 e Assigning Projects to a Client on page 15 Creating and Deleting Clients Only CMS users in the starterapps pm or Administrators group can create and delete clients These users see a green plus sign next to Clients on the Contents screen which appears after you log in Click the plus sign to create a new client IMPORTANT The client name cannot exceed 17 characters and cannot include the following characters comma amp 8 Clients E Boston Bruins amp Members gt Projects gt Network Solutions Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 13 Working with Clients Also these users see a red X next to each existing client Click the X to remove a client IMPORTANT If you remove a client all project related information is also removed You cannot recover it Assigning Members to a Client NOTE To learn more about how PMSA handles CMS and member users see Managing PMSA Users on page 6 NOTE CMS users who are members of the starterapps pm or Administrators group are automatically assigned to all clients CMS users who are not members of these groups cannot be assigned to a PMSA client After you create a client you can assign member users to it To do so follow these steps 1 Click th
47. y 25 2006 Option Description Created Before Content created before date you enter Created After Content created after date you enter Modified Before Content changed before date you enter Modified After Content changed after date you enter Author Last person to update content Enter firstname lt space gt last name You can enter part of either name surrounded by asterisks For example Jo finds any author whose first or last name contains those letters File Size File size in kilobytes You can use greater and less than signs gt lt For example gt 1000 finds content over 1000 KB Ektron CMS400 NET Project Management Starter Application User Manual Version 1 1 58
48. yright The Software including any images pallets photographs animations video audio music and text incorporated into the Software as well as any accompanying written materials the Documentation is owned by Ektron or its suppliers is protected by United States copyright laws and international treaties and contains confidential information and trade secrets CUSTOMER agrees to protect the confidentiality of the Software and Documentation CUSTOMER agrees that it will not provide a copy of this Software or Documentation nor divulge any proprietary information of Ektron to any person other than its employees without the prior consent of Ektron CUSTOMER shall use its best efforts to see that any user of the Software licensed hereunder complies with this license 4 Limited Warranty Ektron warrants solely that the medium upon which the Software is delivered will be free from defects in material and workmanship under normal proper and intended usage for a period of three 3 months from the date of receipt Ektron does not warrant the use of the Software will be uninterrupted or error free nor that program errors will be corrected This limited warranty shall not apply to any error or failure resulting from i machine error ii Customer s failure to follow operating instructions iii negligence or accident or I modifications to the Software by any person or entity other than Company In the event of a breach of warranty Customer
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