pAdmin Manual - n/a - factline Webservices GmbH
Contents
1. Domain name For example http learningpolicies themenplattform com Sub domain from factline or www learningpolicies net Linking to an actual domain of the customer Appointing a Platform Administrator Connecting the desired services facts news chat Forms of use ASP and self installation are possible FCS offered as ASP solution The server remains located at factline furthermore the functions of the system administrators are taken over by factline The system can also be installed on the server of the customer over an Intranet or the Internet in this case the customer is the system administrator factline Webservices GmbH Stand September 2002 Page 4 of 29 2 The functions of the Platform Administrator pAdmin After the installation of the platform by the sAdmin it is the pAdmin s turn to begin work At this point no one can place contents on the platform not even the pAdmin The pAdmin first determines as already mentioned the rules of the house which groups there are and who is permitted to read write what and distributes the keys to the users arranges users into different groups After that the pAdmin prearranges the organization of the house the contents by defining types or creating folders accessible to certain groups The function of the pAdmin is described in detail in the following part of the training Registration of the pAdmin Everyone that will become a platform2. jactline pAdmin Manual r the platforms of the factline Community Server Version Dec 2002 factline Webservices GmbH www factline com office factline com Praterstr 15 4 15 A 1020 Wien t 43 1 218 8503 f 43 1 218 85 02 Welcome to the Training for Platform Administrators of the factline Community Servers The aim of this training manual is to describe to you the tasks of the platform administrator pAdmin and to also describe the individual steps of his her duties All steps are explained by using the basic screenshots You will find numerous tips and tricks for initially setting up and then later improving your platform In the gray text boxes you will find additional information and examples Information Examples Further services factline offers you are Support solutions during the initial phase we will also cover the pAdmin functions Advice as to how a platform can be structured and how a community can be built factline Webservices GmbH Stand September 2002 Page 2 of 29 Contents Introduction Division of Roles between the Platform Administrator System Administrator and User uuunnununnnunnnnnnnnununnunnnnnnnnnunnnnnnnnnn amp 1 The functions of the System Administrator sAdmin ccc cece cece cece cece ee eee eens 4 2 The functions of the Platform Administrator pAdmMin ea 5 3 The possibilities for the user of the Platform User c
3. community server back to platform select logout get help by clicking on general Anfe perm edit types statistics u platform groups l startpage copyright message metatags for search engines factchat editor facts LI Oy Oy Oyo news dialog pe LV LI 00 CI guide events library 4 links partner AA image emailtemplates downloads userprofile notification usersonline amp ping Select all SCOSSSCOSOSSOSSOOOCOOSS ee a a a a IT 1 next You can select and work on several actions at the same time Using Select all in the last row you can decide to execute one action for all respective areas As soon as you click next you invoke the chosen options factline Webservices GmbH Stand September 2002 Page 9 of 29 Part II Furnishing the Platform 1 Setting up working with and deleting user groups If factline has not already fulfilled the initial steps of organizing your platform your platform is still empty No one can add texts or files because permissions still haven t been assigned Since only groups of users can be given permissions the first step before the assignment of the read write permissions is to create groups Four groups are pre defined on your platform Platform Main Group In this group are automatically added all users who will have registered on the appropriate platform The name of your platform is assigned to the group by the syst
4. factline will include this additional usage on your bill statistics Platform statistics Disk usage 6 Dec 2002 13009 48 5 Dar 2002 11752 82 6 Nov 2002 13009 36 5 Now 2002 11752 82 6 Oct 2002 13009 36 9 Oct 2002 11752 27 6 Sep 2002 13008 36 5 Sep 2002 11740 73 6 Aug 2002 13009 36 5 Aug 2002 11739 22 Transfer itraffic 23 Jun 2002 952 07 22 Jun 2002 83 96 21 Jun 2002 1844 53 20 Jun 2002 1584 33 19 Jun 2002 2693 80 18 Jun 2002 1873 42 17 Jun 2002 645 46 16 Jun 2002 81 55 15 Jun 2002 249 91 14 Jun 2002 2426 37 factline Webservices GmbH Stand September 2002 Page 28 of 29 Group statistics In this table you can see which users have registered in the course of the last month In addition all users who have logged in within the past 24 hours are listed for you Statistics New Users since 27 Mi 2002 in sur factline community server 3496 paul m paul meini 6 Jun 2002 9502 lottek lolte Krisper Wilyett 11 Jun 2002 9511 test_hella test hella 23 Jun 2002 9513 Boyan F Boyan Filipov 24 Jun 2002 Last logins of era users 3261 Hella Dietz Hella 26 Jun 200210 Statistics for the services facts news events etc Furthermore you have the possibility of bringing up statistics for every single service The creation date and the date of the last modification are displayed for you as well as the version number and the size of the document Perhaps of special interest yo
5. henceforth referred to as pAdmin Before we go any further with the individual functions and options it is important to take a moment to distinguish between the roles of the System Adminstrator sAdmin Platform Administrator pAdmin and the User User Platform Adminstrators are between the System Administrator and the user in the hierarchy of the system In a figurative sense FCS s functional hierarchy can be clarified using an analogy of the construction and use of a house e The purchaser designer announces how the house in our case the platform should appear e The system administrator builder transfers a ready made turnkey house platform to one or more platform administrators new owners e The platform administrator sets the house rules divides the users into groups sets the password for each user and can also structure the arrangement of the house the platform arrangement e A few users move throughout the house inhabit the house help with its arrangement expand or change it etc 1 The functions of the System Administrator sAdmin In case the FCS is leased per month ASP Model the role of the sAdmin is taken from factline When the FCS is purchased and installed on a customer server the customer himself is the sAdmin The first task of the sAdmin is setting up the platform This includes Naming the platform as it appears in the header Eurone amp t Learning Policies
6. Sender FCS Recipient hhh Subject You are registered at the fes client platform Industry code factline community sever Language forum default Body Dear lt lt username gt gt welcome to the factline community server client plattiorm http fces kundenplatttform com To login please use username lt lt username gt gt passw rd lt lt passvord gt gt add Figure 5 Registration Confirmation for the user Standard Text E mail sent to the administrator affirming new registrations In the following you see how an e mail template is set up in order that you and or other users can stay informed about new registrations You can adapt the text of this e mail as you desire so long as the command lt lt username gt gt is not changed Template name New users registration email for the administrator Sender FES Recipient max hamoncourt amp factl Subject new registration on FCS Industry code factline community server Language forum default Body Hallo Max folgende neuregistrlierung lt lt username gt gt hat es aut hetp fes kundenplattform com gegeben lg dein FCS Figure 6 Administrator reports of the fcs kundenplattform com factline Webservices GmbH Stand September 2002 Page 23 of 29 E Mail Notification Each user can define within which services and or folders he she would like to be informed as soon as a new text is added or
7. a service or not Each group which doesn t have access read permission is not able to see the respective service in the menu bar of the header access write This is used to define whether a group is permitted to create text and folders in the first top level of the information structure standard read With this you define the standard setting for read permission a user can choose when he she creates a text standard write With this you define the standard setting for write permission a user can choose when he she creates a text Procedure 1 Select in the bottom row select all the checkbox in the column perm and click next 2 Now you can see a table with all existing groups shown in columns and all services Shown in rows to which you can assign permissions The letter r stands for read permission the letter w stands for write permission Please assign access as well as standard permissions to all services factline Webservices GmbH Stand September 2002 Page 15 of 29 Platform factline community server back to platform select back to properties selector logout Permissions fes_admin universe fes_plattionn_a groups pianon 8237 8418 fread wewrite 1 Access standard cts facts 4 access standard ACCESS dialo standard acCess ide u standard mm LE IE BLIEB Li BB JCCESS rtner pa standard aCCess standard C
8. administrator must first register as a normal user so that the sAdmin of the initialized platform can designate that person as a pAdmin It is enough if this person has registered themselves on any platform for example on the test platform for users of FCS http test kundenplattform com 3 The possibilities for the user of the Platform User Users have different rights as the case may be according to which user group s they are assigned to and which permissions these groups are granted In principal a user can only see those services and contents for which he she has been given permissions A user can Register Change his her settings user data such as address telephone number photo Order information notifications concerning changes to texts Retrieve contents the authorization system controls who sees what Enter contents if the services images and downloads are activated they can also upload pictures and externally created data files Link Associate contents with each other link Change contents Permission settings control who is permitted to edit Hide contents Permission settings control who can delete what Set permissions for new or altered contents Permissions System The user sees which groups the pAdmin has added and can select which groups he she would like to grant read write permissions to This person cannot however add his her own groups Come into contact with o
9. an old one is deleted or edited This information is sent to him alternatively every day every week or once per month In the figure below you see the standard text for this e mail Please note that as long as the original commands are kept you can adapt the text as desired Template name Notifications emal O H Sender fcs kundenplattform com 2222 Recipient OO Subject changes on fes kundenpl 222 Industry code factline community sever H Language forum default Body Dear lt lt zusername gt gt the following changes were made on the platform Lactline Community server ihttp feces kundenplattform com lt lt changes gt gt Figure 7 Notification E Mail an example from fcs kundenplattform com Deleting an e mail template You can delete each e mail template Procedure I In the row emailtemplates select the checkbox in the column edit from the property selector and click next 2 Right beside the templates you see the option delete If you are sure that you want to erase the template click delete factline Webservices GmbH Stand September 2002 Page 24 of 29 7 Metatags for Search Engines In order that your platform is found more easily and registered by search engines it is advantageous to define so called Meta Data This data can also be useful for a web server and a web browser They usually contain information about the author contents of the files key words copyright data and mu
10. assword Login Figure 1 Login pAdmin 3 Select platform to edit logout Select the desired platform from the pull down menu and click next Figure 2 Platform Select 4 Now the interface of your platform opens You can begin with its organization factline Webservices GmbH Stand September 2002 Page 7 of 29 3 The Interface of the Platform Administrator You are now concerned with the properties selector It is here that you can select the desired group actions The interface is constructed as a split table general and service The Construction of the Interface In the header appears the name of the platform the option back to platform select in case you oversee several platforms you can switch to another platform here and the link for logout Columns Possible actions perm Assigning permissions edit Creating altering types Adding types statistics Retrieving statistics Rows The areas to which actions can be applied general platform groups startpage copyright message metatags for search Your platform Groups Entry site Disclaimer in the footer of the page Input of keywords for the search engines services facts News engines Service facts Service news etc factline Webservices GmbH Stand September 2002 Page 8 of 29 The green info button links to a detailed description of the individual fields Platform factline
11. ccccuesussuveuuecueussursuneuuese 5 Part I Function and Interface of the Platform Administrator 1 Function of the Platform Administrator ccc ccc cece cece nun nn nnen nennen nn nn 6 2 Entrance to the pAdMIN WON Vase sera ren ra nee rue 7 3 The Interface of the Platform Administrator asien a 8 Part Il Furnishing the Platform usuuuauunnnunnnnunnnnunnnnunnnnnnnnnnnn LO 1 Setting up working with and deleting user QrOUPS ccc cece cece ee ceeeeeeeeeeeneeeaes 10 2 Poston Peril SIONS seen aere irere iiataed genie nsaatesieieameneemacenens 15 3 Setting Up and working With EVER een seen 17 4 Setting up and working with the startpage home Page cece eee eee eee eeeeeeees 19 5 COpyright Message sinais ern eeReer a reneereere Teneeneeneree 21 6 Setting Up and working with e mail templates au run 22 7 Metatags Tor CN ENgINOS nennen er em oe eier 25 Part Ill Maintaining the Platform uuuuuuuuunnunnnunnnnunnnnunnnnunnnnnnnn 2O L User PPS tire COU 2er esse 26 2 TC e EA TOR eccnctcnacatateetarieasesnuiiabeueeidoraccnaenceeebauarnehscoenees ser ceccnasecoeuesnbhaneceiues 26 3 aly SUN Pa ae asirna OE aadi 28 factline Webservices GmbH Stand September 2002 Page 3 of 29 Introduction Division of Roles between the Platform Administrator System Administrator and User In the beginning phase of the construction of an FCS Platform the Platform Administrator will be
12. ch more Meta data are indicated in the heading of every web site With the help of the form in the pAdmin interface you can individually adjust your meta data Procedure 1 Inthe row groups select the checkbox in the column edit from the property selector and click next 2 Now complete the following fields revisit after this is a request to the search engine robot to search through the contents of the platform again after a certain period of time Use the following format input for example 20 days author Name of the author of a platform DC Language Here you can indicate the national language in which the contents of the file are written Language abbreviations are expected e g German de English en Spanish es you can find a list of all the language abbreviations under the following URL http www din de gremien nas nabd iso3l66ma codlistpl en_listpl ht mi DC Rights Here you can create a copyright Message for the contents on your platform You can indicate in addition the URL under which the exact copyright data is given DC Publisher Here you can enter who is responsible for the publication of the data That can be the author him herself but also a publishing house DC Contributer Here you can indicate the co author s or person s who are otherwise considerably involved with the contents besides the main author For example a commercial artist musician or translator In case you enter several pi
13. e Was gibt s Neues Was lst Kommunikate Diskussionsihemen sind online Zu finden im Archiv Downloads EEE 1 Figure 3 The platform http kommunikate themenplattform com Adresse http fcs kundenplattform com _101_6cbc3d25eb9ce42460824946c0Ff51 4e_ login start htm forumid 101 factline community server Facts News Dialog Events Links Library Downloads Login aCtline s OOO Home Welcome Guest Herzlich Willkommen auf der Plattform des factline Community Servers Auf dieser Plattform k nnen Sie das von factline entwickelte Content amp Community Management System den factline Community Server FCS kennenlernen Weitere Informationen zu factline und Produktunterlagen finden Sie auf unserer Website www factline com Manuals f r Benutzer und FCS testline interaktives Plattformadministratoren Tutorial in f nf Schritten use rmanual deutsch gt gt deutsch gt gt english gt gt english gt gt test li ne See Be Se A Hier finden Sie weitere Sie m chten ausprobieren Informationen zur Nutzung wie s funktioniert Im play des factline Community ground k nnen Sie Texte Servers Administratives anlegen Bilder einbinden Technisches etc gt gt Foren anlegen gt gt Wir freuen uns ber Ihre R ckmeldung posten Sie Ihren Kommentar ins forum im Service Dialog schreiben Sie uns eine E Mail oder rufen Sie uns an 43 1 215 65 03 powered by factline Co
14. e user manual Integrating Pictures 3 Underneath the About Section and the Update Section you will also find two options for positioning the contents of your home page Exact positioning using pixels You can enter the exact pixel specifications into the first two entry windows for both the left and the right edges Simple text adjustment In the right pull down menu you can select whether you would like to have the desired contents left aligned center aligned right aligned or justified About Margins from page left pex right pex alignment Center aligned 4 Click save changes Your text is immediately viewable on the platform You can enter HTML commands in all fields in order to arrange your startpage You will find a more extensive introduction regarding HTML commands in the last chapter of the User Manual factline Webservices GmbH Stand September 2002 Page 20 of 29 5 Copyright message Every platform includes a footer Within this is displayed the so called copyright message There the default is powered by factline Community Server You can Supplement and or change this text at any time Procedure I In the row copyright message select the checkbox in the column edit from the property selector and click next 2 You can now type the desired data into the appropriate input field 3 Click save changes for copyright message Your text is immediately
15. eces of data separate the names using commas 3 Now the following fields are still missing You can enter the description description of contents and the keywords in several languages In addition please give the respective pair of fields the appropriate language abbreviations see DC Language language Here you must enter the language abbreviation description This text is displayed in the hit list of a search engine if your platform comes up in a search as a possible result Keywords With these you can accurately describe your platform People that search for one of these key words using a search engine Should be directed by the search engine to your platform Do not enter too many key words It is recommended to enter at most 20 key words It also makes sense to list the words in singular and plural 4 Click save metatags in order to save the data factline Webservices GmbH Stand September 2002 Page 25 of 29 Part III Maintaining the Platform 1 User Administration More and more users will register themselves on your platform as part of an ongoing process These users are automatically admitted under the platform main group however they must be placed into other groups by you A short overview once again of the steps needed to assign a user to a group s 1 Inthe row groups select the checkbox in the column edit from the property selector and click next 2 Click on users in the right column nex
16. em for example my platform main group This name is usually changed however by the pAdmin to a more platform specific wording universe Everyone users guests users All users which are registered on any FCS platform if you grant this group certain permissions you are thus effectively granting permissions to those who are not registered on your platform quests Guests are all those who are not registered and all those who have not logged on Setting up groups We recommend that you add as your first group admin_platformname You Should assign yourself to this group and then later for all services and top levels write permissions Administrations Permissions You can register more users in the group admin_platform name at any time these users however do not thereby become platform administrators Only those pAdmins appointed by the system administrator have access to the pAdmin interface Test users for the individual services We recommend that you register some test users who can be assigned by you to other groups In this way you facilitate the testing of which areas can be read by users of certain groups and which cannot To do this you must first register this test user on your platform As pAdmin you can use the same e mail address several times for this Of course you can add new groups at any time However for the best administration of your platform it is recommended that you thoroug
17. gray window in which you are asked whether you would like to save the csv data or directly open it csv data files then open in MS Excel to be worked on In order to save select the option save data on storage medium and click OK Now the standard window of Windows Explorer opens Navigate to the directory in Explorer in which you would like the factchat messages to be saved and finally click save The data is now saved 7 When you want to leave the factchat editor click on one of the two options at the top back to property selector or logout factline Webservices GmbH Stand September 2002 Page 27 of 29 3 Analyzing Statistics Another until now undescribed option in the property selector are statistics You can bring up the following statistics e How much storage space web space and data traffic traffic are presently needed e Which users have registered in the past month e Which users have been logged on in the past 24 hours e For each service you can see which texts were created when they were created and when the last time they were modified Besides this you can see how frequently the text has been read since you created it Platform statistics Here you can determine the amount of storage space needed on your platform and how much traffic it creates see diagram In case these values exceed the limits set in the standard price 10Mb web storage Space 0 5 Gb of traffic
18. hly consider the group structure from the outset and establish it accordingly factline Webservices GmbH Stand September 2002 Page 10 of 29 Procedure 1 Inthe row groups select the checkbox in the column edit from the property selector and click next Platform factline community server back to platform select logout get help by clicking on Setting up editing groups general info pem platform Mn groups 4 Mm startpage copyight message P emee O oe oat oas sds facts news C m 2 In the list of all groups only the platform main group is specified at the beginning Click add group Editing groups 8472 lfcs_platiorm_main_ platform main group users u add group 3 Now you come to an input form create Group group name description Users in group padmin Hella Diet D testadrnin Hella Dietz submit factline Webservices GmbH Stand September 2002 Page 11 of 29 Enter a group name and a short description In addition you see a listing of all the users who are already registered on the platform In this case only the pAdmin and a test user of the pAdmin are specified Select those users which are to belong to the group at least one user must be chosen User info Every user name is a link As soon as you click one of these links you will see the available information regarding this user 4 In order to execute the procedure click
19. in the beginning phase as a pAdmin factline can take over the platform administrator s function for you In addition we would gladly advise you as to how your platform can be structured logically As soon as the beginning phase is completed the user can add texts retrieve contents come into contact with other users ping chat etc if they have been granted permission to do so In order to further maintain the platform the platform administrator must Manage users and user groups handle the assignment of newly registered users to groups hide groups which are currently not needed etc Analyze statistics disk usage frequency of searches for certain services documents etc Edit the home page when necessary Optional You can activate additional services at any time Note that to do this you must once again assign permissions and if necessary create the appropriate types factline Webservices GmbH Stand September 2002 Page 6 of 29 2 Entrance to the pAdmin interface The pAdmin has its own interface for implementing any necessary actions services A prerequisite for this is an Internet connection and a standard browser Internet Explorer or Netscape Navigator version 4 or above 1 Enter the URL http padmin factline com into the URL address bar of your browser 2 21 Platform Administrator Please login Enter your user name and Username password here and then click Login P
20. l CE un un m nm m gx A a es Ba gE jun Ch LEY En Cl ee LELEL ELLELE ital ELI Le LE image emaittemplates access 4 aCCess standard downloads mm u m jun in LEC En en mim m m ne m m Bee eee IE IE nun eee nm m userprofile access notification access usersonline amp pingaccess ks vu r z Tj et FF Ca i F i SF z all Select all ACCESS USE semite standard default value for standard permissions save changes for permissions In order to grant permissions to several groups you only have to click the respective checkboxes Examples 1 In this case all users and guests universe have access to see the service facts in the menu bar and can read several texts assuming that the creators permitted them 2 In this case the group fcs_platform_a has access write permission for the service facts This means that users of the group fcs_platform_a are able to create add and edit text and folders at the first top level of this service 3 In this case when a user chooses standard permissions whenever he she adds an image to the platform dl users who are registered on any FCS platform will be able to edit this image To be more precise they can edit the description of the image or the title but not the image itself Explanation of pre defined groups on FCS platforms universe users guests users all person
21. ly checked for you The selection can be adapted accordingly The following fields can be selected ID of the message The unique number of the posting Date when posted Date and time of the message posting Username of the user The Username of the author factline Webservices GmbH Stand September 2002 Page 26 of 29 Message body text Text of the message Coordinates posted Spatial coordinates of the message in the grey chat field Color of the message Background colors of the message 3 For the time being we recommend that you do not check the checkbox next to the text Check this to download the factchat history in excel csv format 3 Click on show factchat history in order to bring up the list of the desired data in your browser window 4 The list of the desired data should now be displayed A If no data is returned then there were no messages written during the period selected Please broaden the chosen time frame and click again on show factchat history B Should you want to delete one or more factchat postings you can select individual messages with the help of the checkboxes and Subsequently delete them with the button Delete checked messages 5 If you now want to save the appropriate data select Check this to download the factchat history in excel csv format just above Subsequently click once more on show factchat history dump 6 Your browser now opens a small
22. m from a pull down menu in the left column an entry that is longer than 20 characters is not possible for layout reasons the left column would become too wide for such longer inputs factline Webservices GmbH Stand September 2002 Page 17 of 29 4 The new type appears promptly above the add type field and can be used immediately on the platform Deleting Types Procedure I Inthe row Select all select the checkbox in the column types from the property selector and click next 2 You see all the services in a form for which you are able to set up and delete types 3 Select the checkboxes next to the types you would like to delete 4 Click delete selected types just below 5 The chosen types are deleted and will not be displayed in the list anymore Once a type is deleted even though at that time information is still assigned to it the information is kept without the corresponding categorization factline Webservices GmbH Stand September 2002 Page 18 of 29 4 Setting up and working with the startpage home page Startpage designates the contents and or the structure of the home page of your platform Here are two examples FRE hep ce kunclenpiattonn cored AN Eiche Set Ha Angst hire Warani TE KOMMUNIKATE Facts Mews Dinkag Eun nits Links Library La rb rl Home Welcome Guest Jeden Donnerstag 16 Uhr Live Tratecherel im factChad Dialog amp ommunikat
23. mitted to work on or read which information The pAdmin top down The platform administrator determines which group s of users should be able to enter the individual services and which groups are permitted to set up the top level document structure for texts or folders Furthermore the pAdmin defines standard settings which can later be used by the author creating a text and or other piece of information Permissions assigned for a service You can for example make the service Forum accessible only to internal groups business management project teams One without the necessary privileges will then not be shown the service Forum in the menu list The User bottom up Users decide when publishing information whether they would like to take over the pAdmin defined standard permissions or they would like to be able to assign other permissions advanced permissions By selecting the latter of the two options a list of all the groups is displayed which were created by the pAdmin and applied system wide The users select with a click of the appropriate checkbox which groups may read and or change information As pAdmin you should assign access Entrance to a service for each service in both categories and standard pre defined standard permissions authorization Therefore for each service and group there are four checkboxes access read With this you decide whether a group is allowed to see
24. mmunity Server he http fes kundenplattform com _101_6cbc3d25eb9ce42d608249460151 74e_ tacts show_text htm v 1 3kid 1 050688type factdockforumid 1 Internet Figure 4 Our platform for our customers users of FCS http fcs kundenplattform com factline Webservices GmbH Stand September 2002 Page 19 of 29 You can use the start page of your platform in order to inform all of your guests about the platform or your project announce chat times or link to different folders Themes Projects of the service Facts etc A short text can be composed to alert unregistered users that they are not able to access all the available information on the platform Procedure 1 In the row startpage select the checkbox in the column edit from the property selector and click next 2 You can choose whether you would like to enter an About Section or you would like to divide the home page into About What is the theme of the platform and Update What is new In the title field About title Update title you can enter a heading for your text the default is Welcome to the Platform of the factline Community Server as shown in Figure 4 You can also leave this field empty In the field About text you can enter the text of your choice set the appropriate reference see chapter 13 in the User Manual References and if necessary insert pictures and diagrams see chapter 13 in th
25. n that will be shown as the sender of the e mail This can for example be the name of your platform Recipient Usually this field is left empty The system automatically inserts the appropriate address the address of the registered user or the address of the person who should receive a notification If the email is intended for certain recipients however for example if you as the pAdmin want to be informed about new registrations enter the appropriate e mail addresses Several addresses should be separated with commas More concerning this will be illustrated using examples Subject Fill out the subject of the e mail e g Registration Body Provide the body of the e mail text here see the example texts 4 Click add in order to add this to the template Example texts for e mail templates E Mail sent to the user after his registration In the following diagram you see the standard e mail text which a user receives as soon as he she has registered on a platform The character string lt lt username gt gt means that the system inserts here the respective user name and the character string lt lt password gt gt means that the password system generated is inserted factline Webservices GmbH Stand September 2002 Page 22 of 29 here You can alter the text as desired so long as the commands lt lt username gt gt lt lt password gt gt remain in the e mail Template name Mew users registration email
26. s which are registered on any FCS platform guests all persons which are not registered and or not logged on to the system 3 Click save changes for permissions in order to save your changes factline Webservices GmbH Stand September 2002 Page 16 of 29 3 Setting up and working with types Setting up Types Types are a means of categorizing contents The platform administrator can define types for News Events Links und Library event types In the service Events for example the types Today s Appointments Seminars Exhibitions can be created The user can search through these entered events later for these types Procedure 1 Inthe row Select all select the checkbox in the column types from the property selector and click next 2 You see all the services in a form for which you are able to set up types Add edit News types I 1fcs update I 2 company news I 3 sanstiges Add newstype add The type name must not exceed 20 characters Addiedit library types F Swebdesign F 6 knowledge management F f community building I 15 chat technology Add library type add The type name must not exceed 20 characters delete selected types 3 Enter the desired type as appropriate in the field add type and then click the add button right beside it Length of the Input Since the user selects the types on the platfor
27. st right column next to each group in order to hide the group Editing groups 8472 lics_platiorm_main_ platform main group users 8237 lics_admin f r den inhalt verantwortliche users hide 8433 developers Entwickler factline users hide 8439 develop_edit Entwickler mit Schreibberechtigung 8383 ffcs_intern fact line Mitarbeiter 2420 gt factline factline gesch ftstf hrung add group show hidden groups save changes for editing groups hide group factline Webservices GmbH Stand September 2002 Page 13 of 29 The groups are removed immediately from the list and henceforth not displayed in the selection list You as pAdmin also won t see these groups any more If you would again like to undo this procedure click the option show hidden groups on the left lower side There you can again reveal the desired groups unhide Editing groups You can change the names and the description of the groups Procedure 1 Inthe row groups select the checkbox in the column edit from the property selector and click next 2 Change the text in the appropriate fields of the form 3 Click save changes for editing group in order to save factline Webservices GmbH Stand September 2002 Page 14 of 29 2 Assigning Permissions The permissions system makes it possible for platform administrators top down and users and or information producers bottom up to control exactly who is per
28. submit on the left side of the end of the form to cancel click cancel For what are the groups added by the pAdmin used You as pAdmin can assign these groups permissions yourself In addition users can decide with each creation of a text and or piece of information which groups should be allowed to read and or edit this text As a default value a creator can take over the standard selection of the pAdmin see chapter 2 Assigning Permissions Adding users to groups As part of an ongoing process more and more users will register themselves on your platform These users are automatically admitted under the platform main group however they must be placed into other groups by you In the fifth and final chapter we will explain to you how you can set up an e mail template in order to remain informed about every new registration Procedure 1 Inthe row groups select the checkbox in the column edit from the property selector and click next 2 Click users in the right column next to the desired group 3 You now see all the users that are in this group Go to add User above the list 4 Click the checkbox all Users search for Users will begin the search Lisers back to users in this group Select search criteria Search keyword In field username C firstname C lastname C fullname first character of the username r list all users fy all users fac
29. t to the desired group 3 Now you see all users who are already in this group Go to add user 4 Click the checkbox all users Search for Users begins the search 5 The results display a list of the users who are registered on your platform but were not yet assigned to this a group Select this or another user by clicking the checkbox and then clicking Add to group see also parts Il 1 Adding users to groups In order to always keep informed if a user has been newly registered you will be given an e mail template as described in part Il chapter 5 2 factchat editor The factchat editor was integrated in the interface of the pAdmin for platforms that have factchat With the help of the factchat editor you can save factchat conversations in tabular form Thus the evaluation and documentation of individual discussions should become easier for you Furthermore you can delete individual messages postings from factchat Procedure 1 Inthe row factchat editor select the checkbox in the column edit from the property selector and click next 2 It opens a selection window in which several options can be chosen 1 From which time frame do you want messages displayed The fields are automatically filled in with the current dates Please adapt the input in the given format to meet your needs 2 Which details of the displayed reports would you like to receive The most important details are automatical
30. ther users ping chat if these services are set to available factline Webservices GmbH Stand September 2002 Page 5 of 29 Part I Function and Interface of the Platform Administrator 1 Function of the Platform Administrator After the sAdmin has organized the platform according to the customer s Specifications and linked it with the desired Internet domain http meineplattform themenplattform com etc he she turns over the platform to the platform administrator Important At this point no one can place contents on the platform not even the pAdmin because no permissions have been assigned yet Users can only register themselves and change their settings In this beginning phase the duties of the platform administrator are To set up groups for example customers project groups internal administration To assign registered users to these groups To grant certain permissions to these groups Which groups should have access to certain services which group s should be assigned to the highest levels of file text authorization Which groups should be given standard permissions for reading and or altering texts To structure the contents of the platform Define types set up folders on the highest level top level in Facts etc Create a start page To work on e mail templates Enter text for the registration e mail and the notification e mail If desired factline can also support you
31. tline Webservices GmbH Stand September 2002 Page 12 of 29 5 Asa result a list appears of all the users that are registered on your platform but were not yet assigned to this group Select one or more users with a click of the checkbox on the left and click Add to group How does one know if a new user has registered The system can send an e mail to you as soon as a new user has registered Further details are in chapter 6 Setting up and working with e mail templates Hiding groups hide If you decide that a group already added shouldn t have permissions any more for example a project team that doesn t work together as a group any more you can hide these groups Then they will neither be visible to you or to the user and can therefore not be given permission for creating new texts However these groups are only hidden not actually deleted because it is possible that old texts are still of use Therefore the users who were assigned to these groups still have access to these texts The platform main group can not be hidden You see the hide option only for the groups you added Furthermore only the groups you added appear before you in the list You cannot work on the standard group universe users and guests Procedure 1 Inthe row groups select the checkbox in the column edit from the property selecOtor and click next 2 Click the option hide that is displayed in the outermo
32. u are permitted to see the number of times something has been read seeing just how frequently a document has been visited In the diagram below you see the statistics for the service news as an example Statistics O 106400 Konferenz zum Thema Farben ape 3001 12 11 1 110414 New Look amp Feel 002 05 2002 05 16 1 Podiumsdiskussion aufderExponetam 2002 05 Ne 107301 13 Februar 2001 15 2002 05 15 4 107 499 factline auf der ceBIT ee 2002 05 06 3 107362 sofa 2002 01 2002 01 29 1 factline Webservices GmbH Stand September 2002 Page 29 of 29
33. visible in the footer of the platform factline Webservices GmbH Stand September 2002 Page 21 of 29 6 Setting up and working with e mail templates E mail templates are suggested templates for emails that the system sends to users For example each user receives an e mail after his her successful registration in which his her password is sent Among other things you can change the text of this e mail and in place of the standard system generated e mail reading Dear User welcome to the factline Community Server type a more personal email Furthermore you can define templates which the system will use to inform you if someone has registered In addition you should provide a template for the users to request email reports notifications For all of these templates you will find examples on the following pages Setting up an E Mail Template First the general process will be explained Please take time to orient yourself with the following examples and copy when necessary the specific inputs needed for your own platform Procedure I In the row emailtemplates select the checkbox in the column edit from the property selector and click next 2 Currently there are no created e mail templates Click add new template 3 The following fields now should be filled out Template name Select the appropriate template from the pull down menu see also the examples Sender Here fill out the name of the perso
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