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Portal Settings

v7.4 - Last Mod.: 12/10/2013
In this section you can conduct important basic settings which you can change at any time.
Note: To be able to work here please log in as "Portal Master."

1. Login & Password

Here you can change password settings and logins of your portal users.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below Users & Logins, click Login & Password.
Section General portal access
  1. Enable in the line Portal Access
    • Public Portal to make the portal accessible to everybody.
    • Private Portal to make the portal accessible only to registered users via login.
  2. Enable in the line Registration the desired checkbox.
  3. Enable the checkbox Enable editing mode if users should be able to update their profile themself.
  4. Enable the checkbox Allow auto-login if users should not have to log in each time they visit the portal.
  5. Enable the checkbox Automatical login after registration if users are not required to activate their profile via click in an email.
  6. Enable in the area Activation Mail the desired checkbox.
Section Password and email settings
  1. Enable in the checkbox Auto-generate user password if the portal should generate a password whenever a new user creates a user account. This password will be sent to the user via email after registration.
  2. Enable in the checkbox Email address must be unique so user records must have a valid and unique email address.
  3. Enable in the checkbox Email confirmation if users have to confirm their email address twice in the registration
  4. From the selection box Password Expiry choose the period of the password validation.
  5. Enter in the field Password Size the minimal length of passwords, e.g. "3" for 3 characters.
  6. Enable the checkbox Password Alphanumeric if the password should be made up of numeric and alphanumeric characters.
  7. Enable the checkbox Lock after 3 failed login if the user should be disabled after 3 failed login attempts.
  8. Enable the checkbox Send forgotten password to send the old password of the user instead of a newly generated one.
Section Settings after password reset
  1. Enable the checkbox Update Profile if users, who resetted their password, have to update their profile after the first login.
  2. Enable the checkbox Update password if users, who resetted their password, have to change their new randomly generated password after the first login.
Section Settings after login
  1. Enter in the field Open template after login the template that will be opened upon successful login, e.g. /myPersonalTools/index for My Personal Tools. Leave blank to use standard template.
  2. Enter in the field Current Variables specific template parameters that will be appended "after login template".
  1. Click the button Save when ready.
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1.1 IP Blacklist

In this overview you can manage IPs that have accessed your portal. For example, by blacklisting IP addresses it is possible to limit access by bots.

Current IPs on the blackist:
Here you can see which IPs you have already added to the blacklist - clicking the "Delete" Symbol under Actions will remove the IP from the blacklist.

IPs of the last days:
Here you can see the IP adresses that have accessed your portal as well as the number of accesses.
Clicking the "Lock" Symbol under Actions will put the IP on the blacklist.
Adding IPs to the blacklist will mark them in this overview.

Add more IPs:

Here you can add more IPs - simply enter the IP adress into the text field and press Save.

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2. Registration Profiles

In this section you can individually customize registration profiles so visitors can enroll indepentently. You decide which fields are active and obligatory.

Please log in as "Portal Master."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below Logins& Passwords, click Registration Profiles.
You get the overview of all profiles. There are four different profiles by default.
  • Name/ID Shows the name of the profile and the corresponding ID.
    By clicking the name you get to the editing mode, q.v. 2.1 Edit.
  • Description Shows a description of the profile.
  • Edit By clicking the icon you get to the editing mode.
  • Manage Fields By clicking the icon you can manage the field of the profile, q.v. 2.2 Manage Fields.
  • Delete By clicking the icon you can delete the profile.
There are two types of profiles:
  • Profils which are used by administrators only in the Portal Manager, Marketing & CRM, to add new users (Add User (for administrators), Add Users (quickly) (for administrators))
  • Profils which are used by the users themselves if they register newly on the website or update their profile (Edit contact profile, Edit personal profile, Sign up form).
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2.1 Add

You create a new Registration Profile in the lower area Create new Registration Profile:

Note: The first line Profile ID shows the ID of the profile which is set by the system and cannot be changed.
  1. Enter in the field Profile Name the name of the profile.
  2. Activate the option Set as Standard if the created profile should be set as standard.
    Note: There can only be one standard profile.
  3. Activate the option Avoid duplicate emails if there should be no registration with duplicate email addresses.
  4. Click the button Create new Registration Profile when ready.
The new profile is listed in the overview Registration Profiles.

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2.1 Edit

To edit a profile please do the following:
  1. Click either the Name of the profile or the icon Edit.
    Below the overview a list opens up in which you can change headline and description of the different registration steps. The first line Profile ID shows the ID of the profile, which is set by the system and cannot be changed.
  2. Edit in each step the fields Headline and Description.
    Note: Use plain HTML code in all fields.
    You can modify the following steps (dependent on the chosen profile):
    • Create Profile When a new user gets created.
    • Profile Created When a new user was created.
    • Update Profile When a profile gets updated.
    • Profile Updated When a profile was updated.
    • Profile Show When a profile gets displayed.
  3. Enter in the area Welcome email for newly generated users the fields Email subject, Email sender and Email body with the correspondig content.
    Note: If these fields are empty, then the email body of the corresponding system email will be used. Herewith you can overwrite the email body of certain profiles.
  4. In the area Placeholder you see the placeholders, which you can use in the fields.
  5. Click the button Save when ready.
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2.2 Manage Fields

Here you can modify the fields of each profile.
  1. In the overview click the icon Manage Fields of the desired profile.
  2. By clicking the arrows in the column Pos. you can change the positions of the fields.
  3. By cklicking the Type you can assign a news type for this field:
    1. Choose from the selection box Select Field Type the desired type.
    2. If required specify Field Options.
    3. Click the button Save.
  4. Activate the checkboxes, if the field should be active:
    • On Create
    • On Update
    • On Show
  5. Activate the option Mandatory when the field should be a mandatory field.
  6. Click the icon Delete if you want to delete the field from the profile.
  7. Choose in the area User Groups the user group(s) to which users can selfenroll to.
  8. Choose in the area Campaigns the campaign(s) users can selfenroll to.
  9. Click the button Save when ready.
In the area Switch language selection to you can change the language of your administrative surface. Just click the desired language.

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2.3 Standard Fields

In this section you can change and manage the standard field translations as well as the field types.
  1. Click the tab Standard Fields.
    In the column Field Name you see default labels for entries coming from the database.
  2. Enter in the field Translation the translation you want to provid in the profile.
    Note: You can use the input fields to translate the field names into another language.
  3. By clicking the link Field Type you can change the field type:
    1. From the selection box Select Field Type choose the desired field type.
    2. Enter in the field Specify Field Options separated by ; the options.
      Note: Separate them with a semicolon, e.g. Mr;Mrs;Ms.
    3. Click the button Save when ready.
      Note: To reset the field type back to a text field, click the link Reset Field Type.
  4. Click the button Save when ready.
  5. If required enter in the field Add Field a new field.
  6. Enter in the field Translation a translation for the new field.
  7. Click the button Add to add the new field.
In the area Switch language selection to: you can change the language of your administrative surface. Just click the desired language.

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3. Portal Master

Please log in as "Portal Master."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below Users & Logins, click Portal Master.
  4. Activate the option Send activity report to send the daily activity report to the owner.
  5. Activate the checkbox Company Assignment if users should be able to assign themselves to companies via registration profiles.
  6. Activate the checkbox Frontpage Cache to display guest users a cached frontpage.
  7. Choose from the selection box Apply membership to users after signup the memberhsip which should be assigned to users after they created their account.
  8. Choose in the area Global Search Results if only search results should be displayed that match the users permissions.
  9. Activate the checkbox CMS Intro Pages if no permission check for guests should be made.
  10. Click the button Save when ready.
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4. Server

In this area you can indicate server settings.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below General Settings, click Server.

  4. You get to the Server Settings.
    1. Portal Name & Portal Domain
      1. If required enter in the field Portal Name a new name for the portal.
        Note: This name is shown in the title bar of the browser.
      2. Enter in the field Portal Domain the portal domain.
      3. Choose from the selection box Protocol the desired protocol.
    2. Country & Timezone
      1. From the selection box Country pre-selection choose the country which should be set as default.
      2. From the selection box Server Timezone choose the time zone of the server.
      3. Activate the option User Timezone to set all users to the time zone of the server.
      4. From the selection box Global date format choose the global date format of the portal.
        Note: If there is no format chosen, the date format is composed dependent from the preferred language of the user.
    3. SSL (Secure Sockets Layer) Settings
      1. Activate the option Login via SSL to encrypt login information via SSL to increase security.
      2. Enter in the field SSL URL the SSL URL which is called when SSL is active, e.g. https://www.siteforum.com.
      3. Enter in the field Non-SSL URL the Non-SSL URL which is called to switch to HTTP again, e.g. http://www.siteforum.com
    4. Monitoring
      1. Maintenance mode Activate this option to show a waiting dialog to the user, as long as the system load is higher than the specified concurrent page request limit.
        The user will subsequently be redirected to the requested page.
      2. Concurrent page requests Specifies the maximum amount of concurrently processed page requests.

  5. Click the button Save when ready.
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5. Services

Here you'll find an overview of all available Services:
  • Status Shows the status; green = active, red = inactive, yellow = deactivated or no content assinged.
  • Service Shows the service.
  • Name Shows the name of the services.
  • Website/Info Shows the connected website or a note.
  • Edit By clicking the icon you get to the editing mode.
  • Delete By clicking the icon you can delete the service.

5.1 External Mail Server

  1. Click the icon Edit to edit settings of the external mail server.
  2. Activate the option external mail server to activate an external mail server for your portal.
  3. Enter in the field Mail Sender the sender, e.g. info@siteforum.com.
  4. Enter in the field SMTP Server the SMTP Server, e.g. smtp.siteforum.com or an IP address.
  5. Enter in the field SMTP Server port the SMTP Server port, e.g. 25.
  6. Enter in the field SMTP Server user name the SMTP Server user name.
  7. Enter in the field SMTP Server password the SMTP Server password.
  8. Enter in the field POP3 Server the POP3 Server, e.g. pop.siteforum.com or an IP address.
  9. Enter in the field POP3 Server user name the POP3 Server user name.
  10. Enter in the field POP3 Server password the POP3 Server password.

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5.2 SMS Gateway

  1. Click the icon Edit to edit the SMS gateway.
  2. Enter in the field SMS gateway login the SMS gateway login.
  3. Enter in the field SMS gateway password the SMS gateway password.
  4. Click the button Save when ready.
In the area Your balance on SMS gateway you see the current SMS balance.
Note: If you need more SMS credits please contact sales@siteforum.com to get more SMS credits immediately.

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5.3 Google Maps

  1. Click the icon Edit to edit the GoogleMaps settings.
  2. Enter in the fields API Keys your domain and the corresponging key.
  3. Define in the area Settings which features you want to provide on your maps.
  4. Click the button Save when ready.
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5.4 VPM - Virtual Presence

  1. Click the icon Edit to edit the VPM settings.
  2. Activate the checkbox Network Groups to enable the VPM in network groups.
  3. Activate the checkbox User Profiles to enable the VPM in user profiles.
  4. Activate the checkbox Company Directory to enable the VPM in the company directory.
  5. Activate the checkbox Guests to enable the VPM for guests.
  6. Click the button Save when ready.
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5.5 Captcha

Note: The selection of another captcha affects all spots where a captcha is integrated.
  1. Click the icon Edit to edit the captcha.
  2. Enable the checkbox Status to activate the captcha.
  3. Choose in the area Selection the desired captcha style.
  4. Click the button Save when ready.
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5.6 Twitter (Account)

Note: A feed which transfers the desired conent to the external service has to exisit already, q.v. Support > Documentaiton > General > Website & CMS > Feeds.
  1. Enter in the field Name the name for the service.
  2. Enter in the field User Name your Twitter user name.
  3. Enter in the field Password your Twitter password.
  4. Click the button Save.
  5. Selecet in the area Source from the selection box Feed the corresponding feed from which you want to export the content.
  6. Click the button Add.
To delete the source click the icon Delete.

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5.7 Facebook™ App

Note: A feed which transfers the desired conent to the external service has to exisit already, q.v. Support > Documentaiton > General > Website & CMS > Feeds.
  1. Click on the link "Create an App on facebook.com".
  2. Follow the directions on Facebook until the App ID and App Secret are provided.
  3. Copy these values into the corresponding fields in your portal.
  4. Click the button Save.
  5. Selecet in the area Source from the selection box Feed the corresponding feed from which you want to export the content.
  6. Click the button Add.
To delete the source click the icon Delete.

A tutorial on how to create you app is available from Facebook under the link "Facebook App Tutorial".

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5.8 Facebook (Page)

Note: A feed which transfers the desired conent to the external service has to exisit already, q.v. Support > Documentaiton > General > Website & CMS > Feeds.
  1. Enter in the field Name the name for the service.
  2. Select from the box Account your Facebook account.
  3. Select from the box Page the desired Facebook page.
  4. Click the button Save.
  5. Select in the area Source from the selection box Feed the corresponding feed from which you want to export the content.
  6. Click the button Add.
To delete the source click the icon Delete.

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5.9 Facebook™ ('I like' Button)

Here you may change the main settings of your Facebook™-Like Button.
Then you can use the placeholder $api.facebook.plugin.like or e.g. $api.facebook.plugin.like(http://www.facebook.com/siteforum) in your design or stories.
  1. Select from the box Layout the design of the 'I like' button.
  2. Check the box Show faces, if you want the facebook profile images to be shown.
  3. Specify the Width in pixels.
  4. Choose a Phrase from the corresponding selectbox.
  5. Select a Font from the corresponding selectbox.
  6. Choose Colors from the corresponding selectbox.
  7. Click the button Save when ready.
  8. Note: The changes become visible only after your browser cache is updated. Please hold the Shift key and click the Refresh button in your browser, for that.
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5.10 OpenID

The Open ID system offers an opportunity for users to login quickly into your portal with login info, got from other Open ID providers, such as Google, Facebook or Yahoo. In this case they won't need to fill in any further forms or registration profiles. SITEFORUM will just confirm users via an Open ID provider. If a user is not registered on your portal yet, a new profile might be created for him, with a corresponding login info given by another Open ID provider.
  1. Click the icon Edit to edit the OpenID settings.
  2. Select the preferable OpenID Mode:
    • Choose Deactivate, if you do not want the OpenID login to be shown on the login page.
    • Choose Activate, to make a login via OpenID possible on your portal.
    • Choose Activate and create users automatically, if every new user, who logins via OpenID, gets registered on your portal automatically.
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5.11 Active directory

Active directory is a software system that stores, organizes and provides access to information in a directory. It works as a general user list. You may configure this system under Tools & Administration > Portal Settings > Services > Active directory, so that it confirms and certifies users via Active directory. If a user is not registered on your portal, a new profile may be added for him.
  1. Click the icon Edit to edit the Active directory settings.
  2. Select the preferable Active directory Mode:
    • Choose Deactivate, if you do not want to use the Active directory service.
    • Choose Activate, to enable this service or your portal.
    • Choose Activate and create users automatically, if every new user gets registered on your portal automatically.
    • Choose Activate to validate SITEFORUM users, if you want SITEFORUM users to be validated automatically.
  3. Specify your Server & Path in the corresponding field.
  4. Add also a Relative search paths for users.
  5. Enter your login name under User.
  6. Enter your Password below.
  7. Click the button Save when ready.
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5.12 Citrix

GoToMeeting:
GoToMeeting is the extremely simple, extraordinarily powerful way to hold online meetings. Start a meeting and share your screen with just a click. You may configure this service under Tools & Administration > Portal Settings > Services > Citrix.
Note: In order to use GoToMeeting in events you are required to either have the role "portal master" or the permission "calendar_meeting_manage".
  • Select the product(s) that you want to activate.
  • Add the details of your Citrix account under "My Page > Settings > GoToMeeting/GoToWebinar
  • Create a new event with the event type "GoToMeeting".
The usability doesn´t differ from other, regular events.
In the event header you can find a link to start / join the GoToMeeting.

GoToWebinar:
With GoToWebinar you can conduct do-it-yourself webinars. Reduce travel while reaching larger audiences around the world.
Note: In order to use GoToWebinar in events you are required to either have the role "portal master" or the permission "calendar_webinar_manage".
  • Create, update or delete GoToWebinars in the GoToWebinar web interface.
  • Go to "Events" in your portal and click on the blue action button. In the menu select "Synchronize my GoToWebinar events".
  • In the following success message you can adjust the visibility of the created event. Click on "Save" when you are done.
The usability doesn´t differ from other, regular events.
In the event header you can find a link to start / join the GoToWebinar.
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5.13 Add

  1. Click the tab Add to add a new service.
  2. Select the desired service.
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6. Languages

  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below Global Settings, click Languages.
You get the following table:
  • Active Shows the status of the language, green = active, red = inactive.
    Note: Click the colored circle to change the status. Only active languages are available in the portal.
  • ID Shows the internal identification number.
  • Language Shows the definite assignment of the language.
  • ISO Shows a unique three-letter ISO assignment according to ISO639-2, e.g. eng = English.
  • Icon Shows the flag of the language.
  • Delete By clicking the icon you can delete the language.
    Note: The standard languages English, German, French and Castilian (Spanish) cannot be deleted.

6.1 Add

To add a new language, please do the following:
  1. Activate in the area Add Language the checkbox Status to activate the language.
  2. From the selection box Language choose the desired language.
  3. In the column Icon click the link select image to choose the corresponding flag.
  4. Click the button Add when ready.
You will receive a confirmation after a successful procedure.

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6.2 Delete

To delete a language please do the following:
  1. Choose in the area Languages the language you want to delete.
    Note: The standard languages English, German, French and Castilian (Spanish) cannot be deleted.
  2. Click the icon Delete on the right of the table.
  3. Confirm the erasing procedure by clicking the button OK.
The language is not listed in the overview anymore.

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7. Translations

With this module you can modify phrases and translations used on your portal.
Please log in as "Portal Master."
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings > Translations.
Warning: Each change made here has an impact on all spots of the portal where the wording/phrase is placed in the source code. Changes should be made very carefully.
There is a difference between standard keys and local translations:
  • Local translations are all wordings you have added or changed on your portal.
  • Standard keys are all standard phrases available on every SITEFORUM portal.

7.1 Local translations

Here you will find all customized phrases of your portal.
  • Languages Select two languages you would like to work with, in the corresponding drop down boxes.
    Note: Only languages activated on your portal are displayed.
  • Search request If you want to look for some certain phrase, enter it into this field. Leave blank to show all keys.
    Note: The search is performed for the language, selected in the left column.
  • Show keys beginning with a certain letter/number: please just click on the corresponding symbol. By clicking on * you'll get the full list again.
  • Type of the key is shown in the table on the left:
    • Overwritten standard key exists also as a standard key. But on this portal your custom translation is used instead.
    • New local key does not exist as a standard key, it was added manually.
To add a local key:
  • Click on the tab Add
  • Enter the new key and all corresponding translations for each language.
  • Click the button Save when ready.
To edit a local key:
  • Select the key you want to edit.
  • Click on Actions > Edit.
  • Enter corresponding translations for each language.
  • Click the button Save when ready.
To delete a local key:
  • Select the key you want to delete.
  • Click on Actions > Delete.
  • Note: If this key was an overwritten standard one, the standard translation will be applied again.
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7.2 Standard keys

Here you will find all standard translations, available on every SITEFORUM portal. These keys cannot be deleted or edited directly. All changes can only be saved locally on your portal.
  • Languages Select two languages you would like to work with, in the corresponding drop down boxes.
    Note: Only languages activated on your portal are displayed.
  • Search request If you want to look for some certain phrase, enter it into this field. Leave blank to show all keys.
To customize some standard key:
  • Select the key you want to edit.
  • Click on Actions > Copy to local.
  • Enter corresponding translations for each language.
  • Click the button Save when ready.
The key will be copied to your local translations list. Further changes can be made in the Local translations area.
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8. Search Index

In this section you can adjust search results and specify the applications which are implicated in the global search results.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below Global Settings, click Search Index.
You get to the general settings.
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8.1 General

Section Quick Search & Advanced Search
  1. Choose in the area Stories
    • Disable to make no story traceable.
    • Standard to display stories with corresponding menu.
    • Don't show menus to display stories without the corresponding menu.
    • Show menus if more than one assigned to show all assigned menus.
  2. Choose in the area Documents
    • Disable to make no document traceable.
    • Standard to display documents with corresponding folder.
    • Direct download to offer a direct download.
  3. Choose in the area Products
    • Disable to make no product traceable.
    • Standard to display products with corresponding catalogs.
  4. Choose in the area Forum Messages
    • Disable to make no message traceable.
    • Standard to display messages with corresponding forums.
  5. Choose in the area Network Blog articles
    • Disable to make no blog articles traceable.
    • Standard to display blog articles from the network.
  6. Choose in the area Network Files
    • Disable to make no files from the network traceable.
    • Standard to display files from the network.
  7. Choose in the area Network Companies
    • Disable to make no accounts from the network traceable.
    • Standard to display accounts from the network.
  8. Choose in the area Representation the dispay of the results:
    • List to list the search results after hit rate.
    • Gateway Boxen to display the results sorted by elements, e.g. blogs, documents, storys, etc.
  9. Select from the selection box Results per page the number of search results shown per page.
Section Network Search
  1. Choose in the area Member Search
    • Disable to make no members from the network traceable.
    • Standard to display members from the network.
    • User Name & Email to display the user name and email address only.
  2. Select in the area Visibility Member search the elements which should be visible.
  3. Choose in the area Special Member Search
    • Disable to make no members from the network traceable.
    • Standard to display members from the network.
  4. Select in the area Visibility Special member search the elements which should be visible.
  5. Select from the selection box Results (max). the maximum number of elements that should be displayed.
  6. Click the button Save when ready.
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8.2 Rebuild search index

  1. Choose the area for which you want to rebuild the search index.
  2. If required select single elements.
  3. Click the button Rebuild search index each time to start index creation process.
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8.3 Icons

  1. Choose the element for which you want so select an icon.
  2. Click the corresponding link Select icon.
  3. Select the desired icon from the folder.
  4. If neccessary repeat this step for further elements.
  5. Click the button Save when ready.
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9. Background Processes

With background processes various processes can be automated and individualized using background processes ("crons") without user interaction. For example, campaigns, subscriptions, reminders and file exports and imports can be started at exact times. These processes then run in the background of your portal.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below Global Settings, click Background Processes.
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9.1 Overview

  • Click in the area PortalCRON: runnig the link [STOP] to stop all background processes.
  • Click in the area PortalCRON: missing the link [START] to start all background processes.
In the following you get a list in table form:
  • Status Shows the status of the process, green = active, background process runs successfully; red = inactive, background process dosen't run.
    Note: By clicking the colored circle you can change the status.
  • Name Shows the name of the process.
  • Description Describes the process.
  • Last start Describes the last start.
  • Next start Describes the next start.
  • Delay Describes the delay of the process.
  • Start By clicking the icon you get to the manual start of the background process.
  • Edit By clicking the icon you get to the editing mode.
  • Delete By clicking the icon you can delete the background process.
Start
  1. Choose the background process you want to start.
  2. Click the icon Start.
Above the table you get an overview of the started process.

Edit
  1. Choose the background process you want to edit.
  2. Click the icon Edit.
  3. Enter in the field Name a new name.
  4. Enter in the field Description a new description.
  5. Enter in the field Delay a new delay in minutes.
  6. Enter in the field Maximum failed count the number of failed counts.
  7. Enter in the field Template to execute the new template.
  8. Activate the option Active to activate the background process.
  9. Click the button Save when ready.
Delete
  1. Choose the background process you want to delete.
  2. Click the icon Delete.
  3. Confirm the erasing procedure by clicking the button OK.
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9.2 Add

  1. Click the tab Add.
  2. Enter in the field Name a name.
  3. Enter in the field Description a description.
  4. Enter in the field Delay a delay in minutes.
  5. Enter in the field Maximum failed count the number of failed counts.
  6. Enter in the field Template to execute the template.
  7. Activate the option Active to activate the background process.
  8. Click the button Save when ready.
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9.3 History

With the help of the filter you can filter certain protocols.
  1. Choose in the area Filter from the first selection box the desired background process.
    To choose all processes select All.
  2. Choose from the second selection box
    • successfully + failed (number of entries) to show all processes.
    • failed (number of entries) to show only failed processes.
    • successfully (number of entries) to show only successful processes.
  3. Click the button Filter to show the results.
You get the following table:
  • Status Shows the status of the process, green = successful, red = failed.
  • Time Shows date and time of the start.
  • Duration Shows the duration.
  • Action Shows the action of the process.
  • Comment Describes the process.
Warning: If comments of failed background processes given by the system appear please send an email immediately to support@siteforum.com so we can correct the error.

Delete Entries

Below the table you find links for deleting protocols:
  • All Delete all given entries.
  • Older than 1 day Delete entries which are older than 1 day.
  • Older than 1 week Delete entries which are older than 1 week.
  • Older than 8 weeks Delete entries which are older than 8 weeks.
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10. Data Maintenance

Activating data maintenance allows you to automatically delete old portal data.

Note: The Campaign tab includes a blacklist for campaigns that should be excluded from the data maintenance and mustn't be deleted.
Please configure the blacklist before activating data maintenance.

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10.1 Settings:

Gives you an overview over the current database size and how it is divided.

Data Maintenance:
Here you can activate data maintenance and select which items should be deleted in regards to:
Outbox
Campaigns
Campaign starts
Story Reports
Accesses
Logins

Note: Data Maintenance does not affect Statistics.

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10.2 Campaign:

Here you find an overview over all campaigns in your portal.
You put a campaign on the blacklist and prevent it from being deleted by ticking the Blacklist box.

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11. Error Templates

You can modify messages here which are displayed if an error appears. Please log in as "Portal Master".
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below Global Settings click Error Templates.
  4. Select the desired template from the list.
  5. Modify the error message in the lower area as desired.
  6. Click the button Save when ready.
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12. Portal Reset

As Portal Master you can reset the portals.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below Global Settings, click Portal Reset.
  4. Confirm the reset twice by clicking the button OK each time.
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13. Versions & Licenses

To view versions and licenses of your portals please do the following:
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below Service & Support, click Versions & licenses.
All relevant data of version numbers and licence information are listed. If you need support the values displayed here become important.

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14. Support

In case of questions concerning your portal you can benefit from a broad range of support tools.
In this section you can find a list where you can get help from.
  1. Click the button Portal Manager to get to the administrative area.
  2. Then click Tools & Administration > Portal Settings.
  3. In the navigation on the left, below Service & Support, click Support.

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