pAdmin Manual - n/a - factline Webservices GmbH
Contents
1. 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 other users ping chat if these services are set to available factline Webservices GmbH Version May 2003 Page 5 of 32 Part Function and I nterface 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 highest2. padmin factline com into the URL address bar of your browser 2 em 2l Platform Administrator Please login Enter your user name and Username password here and then click Login Password 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 Figure 2 Platform Select 4 Now the interface of your platform opens You can begin with its organization factline Webservices GmbH Version May 2003 Page 7 of 32 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 I nterface 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 Se
3. 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 platform 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
4. 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 Version May 2003 Page 25 of 32 2 Setting up the Stylesheet Stylesheet ist an abbreviation for CSS Cascading Style Sheet The stylesheet is a type of template for HTML pages In this template the fundamental layout data background colors and fonts are specified for all pages Procedure 1 Inthe row style sheet select the checkbox in the column edit from the property selector and click next 2 A stylesheet consists of several elements and or classes following figure you see an overview of all classes Class Selection Flease selectthe class to edit platform related classes E platform 44 frames d statusmessage F4 ist F 44 popup d link 7 44 copyright d item A meta 54 forms 7 4 path 74 menu d eitlink 7 4 paging advanced edit service settings edit selected reset css file Figure 7 Class Overview Some classes still have further sub classes Click the plus symbol just to the left of the class label in order to reveal the sub classes Classes that lie next to a gray checkbox serve only as a heading changes can only be made in respective sub gro
5. Boyan Filipov boyan filipovgwerysimiallorg subject new registration on FCS k The following new user ccc USerrare has registered on FCS http fcs kundenplattform com Figure 3 Administrator reports of the fcs kundenplattform com factline Webservices GmbH Version May 2003 Page 21 of 32 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 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 Edit e mail template Template name modification notify Sender suppartt2factline com SUBJECT changes on ics kuncdenpl Body Dear lt lt username gt gt the following changes were made on the Iplattorm factline Community Server http feces kundenplattform com lt lt changes gt gt Sie Figure 4 Notification E Mail an example from fcs kundenplattform com factline Webservices GmbH Version May 2003 Page 22 of 32 6 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 ab
6. 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 l 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 factline Webservices GmbH Version May 2003 Page 28 of 32 factchat editor From 2003 04 09 00 00 h To 2003 04 09 2358 h show ID ofthe message W Date when posted Mi Username of the user e Message body text 7 coordinates posted vi Color of the message Download M Check this to download the factchat history in excel csv format eee Figure 9 factchat editor 2 Which details of the displayed reports would you like to receive The most important details are automatically checked for you The selection can be adapted accordingly The following fields can be selected I D 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 Message body text Text of the message Coordinates posted Spatial coordinates of the message in the grey chat field Color of t
7. male ach rich woer ok PS E e a D s ri Li uo i fe ul Inverse selecton Delete checked mottages Figure 10 factchat history factline Webservices GmbH Version May 2003 Page 29 of 32 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 load factchat history 6 Your browser now opens a small 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 Version May 2003 Page 30 of 32 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 tex
8. recchne pAdmin Manual r the platforms of the factline Community Server Version May 2003 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 oAdmin 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 Version May 2003 Page 2 of 32 Contents Introduction Division of Roles between the Platform Administrator System Administrator and User eere nnne nnns amp 1 The functions of the System Administrator sAdmin cc cece cee e cece eee sees eeeeeeees 4 2 The functions of the Platform Administrator DAGETIEI uaasuduku ad agua des tok are a Ach bir docuns 5 3 The possibilities for the user of the Platf
9. accessible here you can compose a short text which explains that users must log themselves in 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 these fields empty In the fields About text you can enter the text of your choice set appropriate references see chapter 13 in the User Manual References and if necessary insert pictures and diagrams see chapter 14 in the 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 HEH right pex alignment Center aligned
10. amp Falki Eat Bialik a ia x iia wil il ail ES Figure 5 Customer platform http www delfabro at Anges gr rae t tarere coms 111 EA TOT e OTe EL ogg ae hee ade UT Wer aJ s x w uM pm G UppPorl ies mi Home Welcome Gudde Hier dich women aul der Pistia dew Taban Cornisurnihy Sera a Af dope Platte d cerei See dics voi Teribe antaba Content A Comput Met Sysbers den acte Commarety Sana PCS bere Veg ena riaan Ta Tact und Praduktumrisgen Gries Eu quf urcarer Vets wee facing ram Manuals Spr Buiza und PCs inlra es Fiuifirm asrrorestriisr n Tutar m fel Sc hus hien i sited bs esc ik Hier ridun Sie wpdies Sum mihin aspecbume bsburresenan fur Pet ure wih i kere Aul Bes acti Carnmond y iran Tirirzl green nfo Sard Adee M PAR biarin Ep PDH De Terhenmrhuer elc 22 Wir teen une Uter Pre Fr cWmeddeng posten fa Puren Komenseciaw ira forums m Saeco Dile prhoedben Sus gra de E Mag oder ril Si ung im HOI EDI erent pr Ulmer ama dete uw TIT Ww Figure 6 The customer platform for users of FCS http fcs kundenplattform com O factline Webservices GmbH Version May 2003 Page 24 of 32 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 In case you decide to make only certain registered user s information
11. here the respective user name and the character string lt lt password gt gt means that the password system generated is inserted here You can alter the text as desired so long as the commands lt lt username gt gt password remain in the e mail factline Webservices GmbH Version May 2003 Page 20 of 32 Edit e mail template Template name registration welcome Sender support tactline com SUBJECT Nou are reqistered atthe Body Dear User welcome to the factline community server client platform http fcs kundenplatform com To login please use username lt lt username gt gt password lt lt password gt gt Sie Figure 2 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 registration welcome admin Sender suppon factline cam Recipients platform administrators F Martin Wortele martin wuertelegyactline com sebastian udulutsch sebastian udulutsch amp factline com maxharmancourt mhuber factline com M Astrid Holzhauser astrid holzhausergfactline com Hella Dietz hella dietzgfactline com Max Harnoncourt max hamoncourt amp factline corm
12. save factline Webservices GmbH Version May 2003 Page 14 of 32 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 permitted 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 for each service acces
13. 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 selector and click next 2 Click the option hide that is displayed in the outermost right column next to each group in order to hide the group Editing groups o 8472 cs platform main platform main group users 8237 ts admin f r den inhalt verantwortliche 4 users hide 8433 developers Entwickler factline 4 users hide 8439 ievelop edit Entwickler mit Schreibberechtigung 8383 rcs intem factline Mitarbeiter 3420 at factline factline geschaftsf hrung add group show hidden groups save changes for editing groups hide group Figure 8 hide group factline Webservices GmbH Version May 2003 Page 13 of 32 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
14. then click reset css file in the class overview see Figure 7 below on the right side factline Webservices GmbH Version May 2003 Page 27 of 32 Part IV 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 next 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
15. 2 9511 est hella testhella 23 Jun 2002 9513 Boyan F Boyan Filpov 24 Jun 2002 Last logins of Pis Pale users 8261 Hella DietzHella 26 Jun 20020 Figure 12 groups statistics 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 you 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 news 108400 Konferenz zum Thema Farben um 2001 12 11 1 110414 New Look amp Feel 002 05 2002 05 18 1 823 95 4n74n4 Podiumsdiskussion auf der Exponet am 2002 05 arna pede ml inni rd te 2002 05 15 4 608 398 ep Ne 2002 05 ug m 107493 factline auf der ceBIT IG 2002 05 06 3 454 324 107362 sofa guis 2002 01 29 1 744 329 Figure 13 service statistics factline Webservices GmbH Version May 2003 Page 32 of 32
16. acters Addidelete library types knowledge management delete community building delete chat technology delete someone recommended delete available fl delete Add type Acid library type The type name must not exceed 20 characters Figure 10 add edit types 3 Enter the desired type for each entry in the field add type and then click the add type button right beside it Length of the Input Since the user selects the types on the platform 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 4 The new type appears promptly above the add type field and can be used immediately on the platform factline Webservices GmbH Version May 2003 Page 17 of 32 Deleting 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 and delete types 3 Click delete just to the right of the row of the types you would like to delete 4 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 User defined time periods by Events In the service Events a
17. ces GmbH Version May 2003 Page 3 of 32 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 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 oAdmin 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 purchase
18. ch 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 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 y ourself 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 b
19. ctline 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 e mail 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 the appropriate inputs in the main field Body from the examples listed below Procedure I In the row emailtemplates select the checkbox in the column edit from the property selector and click next 2 You now find a list of standardized Email templates In order to change one of the templates click edit in the appropriate row Should one of the templates still be missing click on the appropriate link in the bottom row 3 The following fields are to be filled out Sender Here fill in the Sender in the form of an e mail address Subject Fill out the subject of the e mail e g Registration Body Provide the e mail text here see the example texts 4 Click add or save in order to save 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
20. d 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 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 Version May 2003 Page 4 of 32 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
21. egin the search Lisers back ta users in this group Select search criteria Search keyword In field Username C firstname C lastname C fullname C first character of the username r list all users fy all users Search for users Figure 7 Search user factline Webservices GmbH Version May 2003 Page 12 of 32 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 5 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
22. he 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 load 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 load 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 ia iX Sep 202 11 03 57 GH iden chat gemriatat nur fi 1 716b Fri 13 Sep 2002 11 04 12 GAT BRIDE ich glaube der test reicht mal m chte ihre zeit nicht zu sehr in ansprih nehmen i 73aS5cd Fri 13 Sep 2002 11 04 13 GHT sk A XBDET Fri 13 Sep iiz 11 04 23 GHT Preceded TsebeT dee T ID m m gt z ik dk Fri 13 Sep 20027 11 04 30 GHT lale Fn 13 Sep 2002 11 04 45 GAT lota nur kurz 7 39eb27 ms Fri 23 Sep 2002 11 04 46 GMT EALES erwarte ihr angebot wie besparchen schones we Tagot Fes IF Sep piz Lie GH hat seem das mat dan h ml tags ete gekl rt LI CET ICISCBICI Chic cl d iE ee ee oe eer fl bat Sep ZI ir ah 05 17 Ia ve eG bon noch dsber wenn maaan Oe
23. ions fts admin universe fts plattfonm a groups E 8237 8418 rzread w write access standard ci facts 4 access standard access dialo standard dccess ide 9u standard adCCESS artner Standard access image standard Cl Cle Cl LE Cl Cig Bit Bla oe LELECELISCELDLIISL Li M LET NOR TTET ET T e IN IUBE ECET CET LEC emailtemplates access 4 aCCess standard 2792923207471 m HE Bi u ih Cet ie Be ee NE downloads 4 mm u u m Ct ct C1 LEC M i HUE HN NE Le LI we EL LELT LELT ELT LALE M E NE Lelie Bl ECT Ch Cl ENT Cig E A M E userprofile access notification access x H uH w mi usersonline amp pingaccess a Select all access se service Standard default value for standard permissions save changes for permissions Figure 9 permission table In order to grant permissions to several groups you only have to click the respective checkboxes Examples l 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 whene
24. 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 I f desired factline can also support you 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 Version May 2003 Page 6 of 32 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
25. min 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 thoroughly consider the group structure from the outset and establish it accordingly factline Webservices GmbH Version May 2003 Page 10 of 32 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 if pem platform E groups Ti 1 startpage copyight message Q LLLI I facts Q news e B r Figure 4 Interface groups 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 4 users El add group Figure 5 add group 3 Now you come to an input form create Group group name description users in group D padrnin Hella Dietz test adrnin Hella Dietz cancel submit Figure 6 create group factline Webservices GmbH Version May 2003 Page 11 of 32 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 whi
26. orm User ccccceecceeseeeeeeeeeeeeeneeeetaeees 5 Part Function and Interface of the Platform Administrator 6 1 Function of the Platform Administrator o eese use ue hr e IR Er re m sr GR D DIR e ehe enr e 6 2 Entrance to the pAdmMIN MESo CE ada cae sd quar erne abi evade ara viu t tanie Add cd 7 3 The Interface of the Platform AdmlhistratEOF s eure ceRuib DIRE bd Da up Yr RDeag ceii sau eva 8 Part Il Furnishing the Platform reeenr erre LO 1 Setting up working with and deleting user QrOUDPS cece ccc e cece eee eeeeeeeeseeeees 10 2 ASS SIONNG Pe SIONS sesticoitad tandem eeuntitdaa wanted duco dede o bind bpi eSEE be tabe dbeapbr pea f MUS 15 3 Filter Types amp Time Periods creating editing sess 17 ts OPV MONG ANI c6 IOTER TT TET an LE aDeSe 19 5 Setting up and working with e mail templates 00 c eee eee e cece cece mnn 20 b Metatags Tor Search ENQWieSvissrsatiswraeiscrassevesteisasennecitiine A r EE 23 Part Ilil Design of the Platform A a a a aa A 1 Setting up and working with the startpage home page ccc ccc ee cee eee eeeeeaes 24 2 Setting Up the ey Ree ices op cec TQ OTI 26 Part IV Maintaining the Platform eere eee 28 NES a elaiia gcn BETTE ttem 28 2 Tacie hot edO P TTE 28 E E A E E wea EE E EE T TTE 31 factline Webservi
27. out the author contents of the files key words copyright data and much 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 X 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 loc gov standards iso639 2 englangn html 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 m
28. re 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 system 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 appointec 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 pAd
29. rvice news etc factline Webservices GmbH Version May 2003 Page 8 of 32 The green info button links to a detailed description of the individual fields Platform factline community server back to platform select logout get help by clicking an Qo general info perm dt types statistics platform groups l startpage copyright message metatags far search engines factchat editor facts LI Oy Oy Oyo gus dialog pe LV LI 00 CI quide events library 4 links partner mim image ernailtemplates downloads userprafile natificatian usersanline amp ping Select all ocococooocoocooocBbocooco ee a a a a cc next Figure 3 Padmin Interface 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 Version May 2003 Page 9 of 32 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 p
30. s Entrance to a service and or standard pre defined standard permissions authorization Therefore for almost each service and group there are four checkboxes access read With this you decide whether a group is allowed to see 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 which groups should be read permitted in case the author of a text selected the option standard permissions default value standard write With this you define which groups should be write permitted in case the author of a text selected the option standard permissions default value 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 factline Webservices GmbH Version May 2003 Page 15 of 32 write permission Please assign access as well as standard permissions to all services Platform factline community server back to platform select back to properties selector logout Permiss
31. the list factline Webservices GmbH Version May 2003 Page 18 of 32 4 Copyright message Every platform includes a footer Within this is displayed the so called copyright message There the default message 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 If you would like to insert a link you must supplement the code with class link see Figure z B a class link href http www factline com gt factline lt a gt b powvered by lt b gt lt a class link hrefe hrtp vuv factline com factline amp ez a ave changes for copyright message Figure 1 editing copyright message 3 Click save changes for copyright message Your text is immediately visible in the footer of the platform factline Webservices GmbH Version May 2003 Page 19 of 32 5 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 fa
32. ts 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 factline will include this additional usage on your bill Statistics Oo Platform statistics Disk usage S data amp Dec 2002 13008 48 5 Dec 2007 11752 82 B Nov 2002 13008 35 5 Mow 2007 11752 87 6 Oct 2002 13009 36 5 Oct 2002 11752 27 6 Sep 2002 13008 36 5 Sep 2002 11740 73 B Aug 2007 13009 36 5 Aug 2002 11739 22 Transfer traffic 23 Jun 2002 952 07 22 Jun 2002 83 96 21 Jun 2002 1844 83 20 Jun 2002 1584 33 18 Jun 2002 2693 80 18 Jun 2002 1873 42 17 Jun 2002 645 46 16 Jun 2002 81 85 15 Jun 2002 248 8 14 Jun 2002 2426 97 Figure 11 platform statistics factline Webservices GmbH Version May 2003 Page 31 of 32 Group statistics In this table you can see which users have registered in the urse of the last month In addition all users who have logged in within the past 24 hours are listed for you Statistics O New Users since 27 Mei 2002 in pensi factline community server 3495 paull m paul meini 5 Jun 2002 9502 lote k latte Krisper Llllyett 11 Jun 200
33. ups factline Webservices GmbH Version May 2003 Page 26 of 32 In the 3 Click on the title of a class in order to specify or change the format parameters To be able to edit several classes simultaneously select the desired classes using checkboxes and then click edit selected bottom center Help Button Knowing which elements of the individual classes can be changed is simple using the help buttons Click a button and it opens a pop up window from which you can infer all necessary data Editing platform statusmessage example text EXAMPLE TEXT UPPER CASE O72 Sob og font type no value FA ADODE font color no value font size 12 px font weight f normal bald font style C normal C italic text decoration no value Save changes reset class hack to default settings Figure 8 editing class 4a In classes which refer to characters you can create six different settings You can specify the font color in two different ways Either you select it from the color overview table or you enter the exact color value in the input field beside the color selection 4b You want to revert back to the default settings for this particular class Then click reset class at the bottom 5a Click save changes bottom left in order to save your specifications The changes are immediately viewable online If you want to restore the FCS standard stylesheet for the entire platform
34. user can select from among seven standardized time periods next month next 3 months past 3 months in order to display a list of filtered events Furthermore the pAdmin has the possibility to create self defined time periods for the actual platform Please note that the standard periods will no longer be displayed if you have created one of your own self defined periods Therefore all periods must be entered individually Procedure 1 Inthe row events select the checkbox in the column edit from the selection menu and click next 2 Now you have an empty list and a small form before you In the form there are five entries which must be specified for one time period Period name Enter a short description for the new time period Only the first 26 characters will be displayed in the drop down menu Length Enter a number between 1 and 365 in the entry field Finally choose in the adjacent drop down menu the appropriate time interval days month year Towards Specify whether the stated timeframe should be calculated for the past or the future Default period Click this checkbox if you want this period shown first If a user on the platform clicks Events 3 Click create in order to save the new time period 4 The saved period appears in the list Now you create all necessary time periods after the rows If you would like to again use the standardized time periods of FCS click set default at the end of
35. usician or translator In case you enter several pieces 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 Version May 2003 Page 23 of 32 Part III Design of the Platform 1 Setting up and working with the startpage home page Startpage designates the contents and or the construction of the home page of your platform Here are two examples Home Welcome Quest Gotramkegrofihancol Unsere Autgabs ist ez thee Bestellumg birenen 24 Bfuanden zu lian alles aus einer Hand Wenn man das nicht Service nennen kann Del Fabro stellt sich wor Cur Under renter Lrfahizen She mehr bor un
36. ver he she adds an image to the platform all 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 persons 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 Version May 2003 Page 16 of 32 3 Filter Types amp Time Periods creating editing Setting up types Types are a means of categorizing contents The platform administrator can define types for News Events Links und Library Using the filter option in the left column a user can denote events according to these individual types categories event types In the service Events for example the types Today s Appointments Seminars Exhibitions can be created Procedure 1 Inthe row Select all select the checkbox in the column types from the selection menu and click next 2 Now you see all the services in a form for which you are able to set up types News Events Library Links Addidelete News types O fcs update delete company news delete projekte delete Add type Add news type The type name must not exceed 20 char
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