Author: smumford Date: 2011-12-08 22:15:22 -0500 (Thu, 08 Dec 2011) New Revision: 8224 Modified: epp/docs/branches/5.2/User_Guide/en-US/images/DragPage1.png epp/docs/branches/5.2/User_Guide/en-US/images/DragPage3.png epp/docs/branches/5.2/User_Guide/en-US/images/ManagePage.png epp/docs/branches/5.2/User_Guide/en-US/images/PageNodeSetting.png epp/docs/branches/5.2/User_Guide/en-US/images/PageSetting1.png epp/docs/branches/5.2/User_Guide/en-US/images/Pagewizard1.png epp/docs/branches/5.2/User_Guide/en-US/images/PermissionSetting2.png epp/docs/branches/5.2/User_Guide/en-US/images/Wizard1.png epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Navigation_Nodes.xml epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Pages.xml epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Permission.xml epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Portals.xml epp/docs/branches/5.2/User_Guide/en-US/modules/portal/User_Management.xml Log: JBEPP-1431: QE edits Modified: epp/docs/branches/5.2/User_Guide/en-US/images/DragPage1.png =================================================================== (Binary files differ) Modified: epp/docs/branches/5.2/User_Guide/en-US/images/DragPage3.png =================================================================== (Binary files differ) Modified: epp/docs/branches/5.2/User_Guide/en-US/images/ManagePage.png =================================================================== (Binary files differ) Modified: epp/docs/branches/5.2/User_Guide/en-US/images/PageNodeSetting.png =================================================================== (Binary files differ) Modified: epp/docs/branches/5.2/User_Guide/en-US/images/PageSetting1.png =================================================================== (Binary files differ) Modified: epp/docs/branches/5.2/User_Guide/en-US/images/Pagewizard1.png =================================================================== (Binary files differ) Modified: epp/docs/branches/5.2/User_Guide/en-US/images/PermissionSetting2.png =================================================================== (Binary files differ) Modified: epp/docs/branches/5.2/User_Guide/en-US/images/Wizard1.png =================================================================== (Binary files differ) Modified: epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Navigation_Nodes.xml =================================================================== --- epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Navigation_Nodes.xml 2011-12-09 00:58:12 UTC (rev 8223) +++ epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Navigation_Nodes.xml 2011-12-09 03:15:22 UTC (rev 8224) @@ -257,7 +257,7 @@ </section> <section id="sect-User_Guide-Manage_Navigation_Nodes-Edit_a_node"> - <title>Edit a node</title> + <title><remark>Edit a node</remark></title> <procedure> <step> <para> @@ -287,6 +287,16 @@ In the <emphasis role="bold">Page Node Setting</emphasis> tab you can change the value of these fields: </para> <itemizedlist> + <listitem> + <para> + Extended label node + </para> + </listitem> + <listitem> + <para> + Language + </para> + </listitem> <listitem> <para>Label</para> </listitem> @@ -467,7 +477,7 @@ </para> <mediaobject> <imageobject> - <imagedata fileref="images/http.png" format="PNG" align="center" /> + <imagedata fileref="images/httpNode.png" format="PNG" align="center" /> </imageobject> </mediaobject> </step> Modified: epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Pages.xml =================================================================== --- epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Pages.xml 2011-12-09 00:58:12 UTC (rev 8223) +++ epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Pages.xml 2011-12-09 03:15:22 UTC (rev 8224) @@ -9,7 +9,7 @@ <title>Adding a new Page</title> <section id="sect-User_Guide-Page_Creation_Wizard"> - <title>Adding a new Page using Page Creation Wizard</title> + <title><remark>Adding a new Page using Page Creation Wizard</remark></title> <para> A page creation wizard is available to administrators in order to create and publish portal pages quickly and easily. </para> @@ -68,6 +68,22 @@ </listitem> </varlistentry> <varlistentry> + <term>Extended label mode</term> + <listitem> + <para> + This is a new feature which allows Administrators to add labels to pages in multiple supported languages. When the language of the site is changed, the pages will display the appropriate localized label. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term>Language</term> + <listitem> + <para> + Set the language for the page. + </para> + </listitem> + </varlistentry> + <varlistentry> <term><emphasis role="bold">Display Name</emphasis></term> <listitem> <para> @@ -189,6 +205,14 @@ </listitem> </varlistentry> <varlistentry> + <term>View Page properties</term> + <listitem> + <para> + Allows reviewing or changing various page settings (<guilabel>title</guilabel>, <guilabel>Page ID</guilabel> and more) and/or page permissions. + </para> + </listitem> + </varlistentry> + <varlistentry> <term>Switch View mode</term> <listitem> <para> @@ -216,7 +240,7 @@ <section id="sect-User_Guide-Manage_Pages-Add_a_new_Page_in_the_Page_List"> - <title>Adding a new Page using Page Management</title> + <title><remark>Adding a new Page using Page Management</remark></title> <procedure> <step> <para> @@ -250,9 +274,6 @@ <term><emphasis role="bold">Owner type</emphasis></term> <listitem> <para> - If the page <emphasis role="bold">Owner type</emphasis> is set to <emphasis>user</emphasis>, only the specified user (creator) can access and edit the page. - </para> - <para> If the page <emphasis role="bold">Owner type</emphasis> is set to <emphasis>portal</emphasis> the page is created with shared ownership portal. Therefore users who have <emphasis>edit</emphasis> permissions on the <emphasis>portal</emphasis> level can edit this page type. </para> <para> @@ -283,7 +304,7 @@ <term><emphasis role="bold">Page Name</emphasis></term> <listitem> <para> - The name of the page. This is a required field and must be unique. Only alphabetical, numerical and underscore characters are allowed to be used for this field and the name must be at least 3 and no more than 30 characters in length. + The name of the page. This is a required field and must be unique. Only alphabetical, numerical, dash and underscore characters are allowed to be used for this field and the name must be at least 3 and no more than 30 characters in length. </para> </listitem> </varlistentry> @@ -291,7 +312,7 @@ <term><emphasis role="bold">Page title</emphasis></term> <listitem> <para> - The title of the page. This is an optional field. If you choose to add a title to the page it must be at least 3 and no more than 30 characters in length. + The title of the page. This is an optional field. If you choose to add a title to the page it must be at least 3 and no more than 120 characters in length. </para> </listitem> </varlistentry> @@ -365,7 +386,7 @@ </section> <section id="sect-User_Guide-Manage_Pages-Edit_a_Page"> - <title>Edit a Page</title> + <title><remark>Edit a Page</remark></title> <procedure> <step> <para> @@ -377,7 +398,7 @@ Click the edit icon on the row of page you want to edit in the existing page list. </para> <para> - Click the edit icon to show a form to edit page properties. + Click View Page properties icon to show a form to edit page properties. </para> </step> <step> @@ -389,9 +410,6 @@ <term>Permission Setting</term> <listitem> <para> - This form is supported for pages with <emphasis>group</emphasis> or <emphasis>portal</emphasis> ownership types. Because a user page is private, no user, other than the creator, can access or edit it. - </para> - <para> Permission on each page is set in two levels: <emphasis role="bold">Access right</emphasis> and <emphasis role="bold">Edit right</emphasis>. </para> </listitem> @@ -400,10 +418,10 @@ <term>Access right</term> <listitem> <para> - The page <emphasis role="bold">Access right</emphasis> can be set to specific user groups or set to everyone (this includes unregistered users). + <emphasis role="bold">Access right</emphasis> can be set to specific user groups or set to everyone (this includes unregistered users). </para> <para> - Current access permissions on page are listed and you can remove permissions (by clicking the delete icon) or add further permission (by click the <emphasis role="bold">Add Permission</emphasis> button). + Current access permissions on page are listed in <guilabel>Access Permission Setting</guilabel> tab and you can remove permissions (by clicking the <guilabel>delete</guilabel> icon) or add further permission (by clicking the <guilabel>Add Permission</guilabel> button). </para> <para> Populating the <emphasis role="bold">Make it public</emphasis> check box will allow all users (registered or unregistered) to access the page. @@ -417,15 +435,15 @@ The <emphasis role="bold">Edit right</emphasis> allows users to change information on a page. <emphasis role="bold">Edit right</emphasis> only is set for a group of users. </para> <para> - <emphasis role="bold">Edit right</emphasis> can be set for one specific membership type within a particular group (<emphasis role="bold">*</emphasis> allows every membership type in a group). If you want to re-assign this right to another group, click <emphasis role="bold">Select Permission</emphasis> to choose another one. + <emphasis role="bold">Edit right</emphasis> can be set for one specific membership type within a particular group (<emphasis role="bold">*</emphasis> allows every membership type in a group). If you want to re-assign this right to another group, click <guilabel>Select Permission</guilabel> in <guilabel>Edit Permission Setting</guilabel> tab to choose another one. </para> </listitem> </varlistentry> </variablelist> </step> - <step> + <!--<step> <variablelist> -<!-- <varlistentry> + <varlistentry> <term>Editing page container layout</term> <listitem> <para> @@ -450,7 +468,7 @@ If you want to change the current layout, select a layout type from the list on the left pane, then drag it into the right pane. The new portlet will be added and displayed in the right pane. You can change the position of the current portlet by dragging it to the place you want on the right pane, or remove it completely by clicking the delete icon. </para> </listitem> - </varlistentry> --> + </varlistentry> <varlistentry> <term>Edit the Layout</term> <listitem> @@ -459,8 +477,8 @@ </para> </listitem> </varlistentry> - </variablelist> - </step> + </variablelist> + </step> --> </procedure> </section> Modified: epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Permission.xml =================================================================== --- epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Permission.xml 2011-12-09 00:58:12 UTC (rev 8223) +++ epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Permission.xml 2011-12-09 03:15:22 UTC (rev 8224) @@ -19,16 +19,8 @@ <term><emphasis role="bold">New portals</emphasis></term> <listitem> <para> - Click on <emphasis role="bold">Site</emphasis> in the Toolbar then click on <emphasis role="bold">Add New Portal</emphasis>. Last select the <emphasis role="bold">Permission Setting</emphasis> tab. + Click on <menuchoice><guimenu>Site</guimenu></menuchoice> on the <guilabel>Toolbar</guilabel> , then click on <menuchoice><guimenuitem>Add New Portal</guimenuitem><guimenuitem>Permission Setting</guimenuitem></menuchoice> </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/AddPortal.png" format="PNG" align="center" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/AddPortal.png" format="PNG" align="center" contentwidth="120mm"/> - </imageobject> - </mediaobject> </listitem> </varlistentry> @@ -38,14 +30,6 @@ <para> On the Toolbar click <emphasis role="bold">Site</emphasis> then <emphasis role="bold">Edit Portal's Properties</emphasis>. Then select the <emphasis role="bold">Permission Setting</emphasis> tab. </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/PortalProperties.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/PortalProperties.png" format="PNG" align="center" contentwidth="130mm" /> - </imageobject> - </mediaobject> </listitem> </varlistentry> </variablelist> @@ -89,7 +73,7 @@ </step> <step> <para> - Make the appropriate selections from the <emphasis>group</emphasis> and <emphasis>membership</emphasis> options presented in the <emphasis role="bold">Permission Selector</emphasis> dialogue box. + Make the appropriate selections from the group and membership options presented in the <guilabel>Select Permission</guilabel> dialogue box. </para> </step> <step> @@ -151,14 +135,6 @@ <title>Set Page Permission</title> <variablelist> <varlistentry> - <term><emphasis role="bold">User</emphasis></term> - <listitem> - <para> - If the owner type of a page is "user", you don't have to set permissions, no one except the creator has got access and edit permissions. - </para> - </listitem> - </varlistentry> - <varlistentry> <term><emphasis role="bold">Group</emphasis></term> <listitem> <para> @@ -331,6 +307,11 @@ <para> Mouse over <emphasis role="bold">Group</emphasis> on the Toolbar, highlight <emphasis role="bold">Administration</emphasis> then click on <emphasis role="bold">Application Registry</emphasis>. </para> + </step> + <step> + <para> + In the list of categories available in the left pane, click the edit icon, then choose the <emphasis role="bold">Permission Setting</emphasis> tab. + </para> <mediaobject> <imageobject role="html"> <imagedata fileref="images/EditCategoryPermissions.png" format="PNG" align="center" scale="100" /> @@ -342,11 +323,6 @@ </step> <step> <para> - In the list of categories available in the left pane, click the edit icon, then choose the <emphasis role="bold">Permission Setting</emphasis> tab. - </para> - </step> - <step> - <para> To set permissions for a category: </para> <procedure> Modified: epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Portals.xml =================================================================== --- epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Portals.xml 2011-12-09 00:58:12 UTC (rev 8223) +++ epp/docs/branches/5.2/User_Guide/en-US/modules/portal/Manage_Portals.xml 2011-12-09 03:15:22 UTC (rev 8224) @@ -308,16 +308,23 @@ </section> <section id="sect-User_Guide-Change_Portal_Skins"> - <title>Change Portal Skins</title> + <title><remark>Change Portal Skins</remark></title> <para> Skins are graphic styles used to provide an attractive user interface. Each skin has its own characteristics with different backgrounds, icons, and other visual elements. </para> <para> - Skins can be changed temporarily (and are reset at log-out) or permanently. + There are two ways to change the portal skin, each offering differing effects on the user experience. </para> + + <para> + When you set skin using <emphasis role="bold">method one</emphasis> change is applied to this portal, and every user that accesses this portal will see it in the chosen skin. + </para> + <para> + When you change skin using <emphasis role="bold">method two</emphasis>, the skin is set for the logged in user and all portals within the domain will be shown with the chosen skin. + </para> <variablelist> <varlistentry> - <term><emphasis role="bold">Change the skin temporarily</emphasis></term> + <term><emphasis role="bold">Method One</emphasis></term> <listitem> <procedure> <step> @@ -355,7 +362,7 @@ </listitem> </varlistentry> <varlistentry> - <term><emphasis role="bold">Change the skin permanently</emphasis></term> + <term><emphasis role="bold">Method Two</emphasis></term> <listitem> <procedure> <step> Modified: epp/docs/branches/5.2/User_Guide/en-US/modules/portal/User_Management.xml =================================================================== --- epp/docs/branches/5.2/User_Guide/en-US/modules/portal/User_Management.xml 2011-12-09 00:58:12 UTC (rev 8223) +++ epp/docs/branches/5.2/User_Guide/en-US/modules/portal/User_Management.xml 2011-12-09 03:15:22 UTC (rev 8224) @@ -4,497 +4,502 @@ %BOOK_ENTITIES; ]> <section id="sect-User_Guide-User_management"> - <title>Manage Users and Groups</title> - <para> - Several tools are offered to assist Administrators manage users, groups and memberships easily and effectively. - </para> + <title>Manage Users and Groups</title> + <para> + Several tools are offered to assist Administrators manage users, groups and memberships easily and effectively. + </para> - <section id="sect-User_Guide-User_Management-Manage_users"> - <title>Manage users</title> - <para> - Mouse over <emphasis role="bold">Group</emphasis> in the Toolbar. Highlight <emphasis role="bold">Organization</emphasis> and select <emphasis role="bold">Users and Groups Management</emphasis> - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/UserManage.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/UserManage.png" format="PNG" align="center" contentwidth="150mm" /> - </imageobject> - </mediaobject> - <para> - Administrators can see all existing registered users and search, edit or even delete them. Each user's groups and memberships (roles) in these groups are also available. - </para> + <section id="sect-User_Guide-User_Management-Manage_users"> + <title>Manage users</title> + <para> + Mouse over <emphasis role="bold">Group</emphasis> in the Toolbar. Highlight <emphasis role="bold">Organization</emphasis> and select <emphasis role="bold">Users and Groups Management</emphasis> + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/UserManage.png" format="PNG" align="center" scale="100" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/UserManage.png" format="PNG" align="center" contentwidth="150mm" /> + </imageobject> + </mediaobject> + <para> + Administrators can see all existing registered users and search, edit or even delete them. Each user's groups and memberships (roles) in these groups are also available. + </para> - <section id="sect-User_Guide-User_Management-Add_a_user"> - <title>Add a user</title> - <para> - To add a new user to the portal user lists follow these steps: - </para> - <procedure> - <step> - <para> - Mouse over <emphasis role="bold">Group</emphasis> in the <emphasis role="bold">Toolbar</emphasis>. - </para> - </step> - <step> - <para> - Highlight <emphasis role="bold">Organization</emphasis> and then click on <emphasis role="bold">New Staff</emphasis>. - </para> - <para> - The <emphasis role="bold">New Staff</emphasis> window will open: - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/NewStaff.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/NewStaff.png" format="PNG" align="center" contentwidth="150mm" /> - </imageobject> - </mediaobject> - <para> - This window has two tabs; <emphasis role="bold">Account Setting</emphasis> and <emphasis role="bold">User Profile</emphasis>. - </para> - </step> - <step> - <para> - To create a new user all of the fields in the <emphasis role="bold">Account Settings</emphasis> tab must be completed. - </para> - <para> - Further information about the user (such as nickname and birthday) can be added in the <emphasis role="bold">User Profile</emphasis> tab. This information is not required for the creation of the account. - </para> - </step> - <step> - <para> - Click either <emphasis role="bold">Save</emphasis> or <emphasis role="bold">Reset</emphasis> to create or discard the new account. - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Add_a_user"> + <title>Add a user</title> + <para> + To add a new user to the portal user lists follow these steps: + </para> + <procedure> + <step> + <para> + Mouse over <emphasis role="bold">Group</emphasis> in the <emphasis role="bold">Toolbar</emphasis>. + </para> + </step> + <step> + <para> + Highlight <emphasis role="bold">Organization</emphasis> and then click on <emphasis role="bold">New Staff</emphasis>. + </para> + <para> + The <emphasis role="bold">New Staff</emphasis> window will open: + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/NewStaff.png" format="PNG" align="center" scale="100" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/NewStaff.png" format="PNG" align="center" contentwidth="150mm" /> + </imageobject> + </mediaobject> + <para> + This window has two tabs; <emphasis role="bold">Account Setting</emphasis> and <emphasis role="bold">User Profile</emphasis>. + </para> + </step> + <step> + <para> + To create a new user all of the fields in the <emphasis role="bold">Account Settings</emphasis> tab must be completed. + </para> + <para> + Further information about the user (such as nickname and birthday) can be added in the <emphasis role="bold">User Profile</emphasis> tab. This information is not required for the creation of the account. + </para> + </step> + <step> + <para> + Click either <emphasis role="bold">Save</emphasis> or <emphasis role="bold">Reset</emphasis> to create or discard the new account. + </para> + </step> + </procedure> + </section> - <section id="sect-User_Guide-User_Management-Search_a_user"> - <title>Search for users</title> - <para> - The Administrator can search for specific users by username, first name, last name or email address. - </para> - <procedure> - <step> - <para> - Select the information type (name, email, etc) to search against - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/SearchUser.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/SearchUser.png" format="PNG" align="center" contentwidth="150mm" /> - </imageobject> - </mediaobject> - </step> - <step> - <para> - Type in a partial/full string which identifies the user record being searched. The <emphasis role="bold">*</emphasis> character can be used as a wild-card. - </para> - </step> - <step> - <para> - Click the magnifying glass icon to begin the search. - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Search_a_user"> + <title>Search for users</title> + <para> + The Administrator can search for specific users by username, first name, last name or email address. + </para> + <procedure> + <step> + <para> + Mouse over <guilabel>Group</guilabel> in the Toolbar. Highlight <guilabel>Organization</guilabel> and select <guilabel>Users and Groups Management</guilabel>. + </para> + </step> + <step> + <para> + Select the information type (name, email, etc) to search against + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/SearchUser.png" format="PNG" align="center" scale="100" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/SearchUser.png" format="PNG" align="center" contentwidth="150mm" /> + </imageobject> + </mediaobject> + </step> + <step> + <para> + Type in a partial/full string which identifies the user record being searched. The <emphasis role="bold">*</emphasis> character can be used as a wild-card. + </para> + </step> + <step> + <para> + Click the magnifying glass icon to begin the search. + </para> + </step> + </procedure> + </section> - <section id="sect-User_Guide-User_Management-Edit_a_user"> - <title>Edit a user</title> - <procedure> - <step> - <para> - Locate the user you wish to edit. - </para> - </step> - <step> - <para> - Click the edit icon (next to the trash icon). - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/Demo1.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/Demo1.png" format="PNG" align="center" contentwidth="150mm" /> - </imageobject> - </mediaobject> - </step> - <step> - <para> - Select the <emphasis role="bold">Account Info</emphasis> tab to edit the main user information set including first name, last name or email address. - </para> - <variablelist> - <varlistentry> - <term>User Name</term> - <listitem> - <para> - The <emphasis role="bold">User Name</emphasis> field cannot be changed. Other fields <emphasis role="bold">First Name</emphasis> , <emphasis role="bold">Last Name</emphasis> , <emphasis role="bold">Email Address</emphasis> can be changed. - </para> - </listitem> - </varlistentry> - <varlistentry> - <term>Change Password</term> - <listitem> - <para> - The <emphasis role="bold">Change Password</emphasis> option allows an administrator to set a new password for a user. When the <emphasis role="bold">Change Password</emphasis> option is unchecked, <emphasis role="bold">New Password</emphasis> and <emphasis role="bold">Confirm Password</emphasis> are hidden. Passwords must contain at least 6 characters and can contain letters, numbers and punctuation marks. - </para> - </listitem> - </varlistentry> - </variablelist> - </step> - <step> - <para> - Select the <emphasis role="bold">User Profile</emphasis> tab to edit additional information about the user's profile such as the birthdate or the job title as well as some home and business metadata. You may also switch the default display language for that user. - </para> - </step> - <step> - <para> - Select the <emphasis role="bold">User Membership</emphasis> tab to see a user's group membership information. - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/Demo3.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/Demo3.png" format="PNG" align="center" contentwidth="150mm" /> - </imageobject> - </mediaobject> - <variablelist> - <varlistentry> - <term>User Membership</term> - <listitem> - <para> - The <emphasis role="bold">User Membership</emphasis> tab displays which group(s) the selected user belongs to. In the above figure, the user "demo" is a member of two groups: "guests" and "users". The parent group of both is "platform". - </para> - <para> - To remove the user from a group, click the trash can icon. - </para> - </listitem> - </varlistentry> - </variablelist> - </step> - <step> - <para> - Click the <emphasis role="bold">Save</emphasis>. - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Edit_a_user"> + <title>Edit a user</title> + <procedure> + <step> + <para> + Locate the user you wish to edit. + </para> + </step> + <step> + <para> + Click the edit icon (next to the trash icon). + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/Demo1.png" format="PNG" align="center" scale="100" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/Demo1.png" format="PNG" align="center" contentwidth="150mm" /> + </imageobject> + </mediaobject> + </step> + <step> + <para> + Select the <emphasis role="bold">Account Info</emphasis> tab to edit the main user information set including first name, last name or email address. + </para> + <variablelist> + <varlistentry> + <term>User Name</term> + <listitem> + <para> + The <emphasis role="bold">User Name</emphasis> field cannot be changed. Other fields <emphasis role="bold">First Name</emphasis> , <emphasis role="bold">Last Name</emphasis> , <emphasis role="bold">Email Address</emphasis> can be changed. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term>Change Password</term> + <listitem> + <para> + The <emphasis role="bold">Change Password</emphasis> option allows an administrator to set a new password for a user. When the <emphasis role="bold">Change Password</emphasis> option is unchecked, <emphasis role="bold">New Password</emphasis> and <emphasis role="bold">Confirm Password</emphasis> are hidden. Passwords must contain between 6 and 30 characters. + </para> + </listitem> + </varlistentry> + </variablelist> + </step> + <step> + <para> + Select the <emphasis role="bold">User Profile</emphasis> tab to edit additional information about the user's profile such as the birthdate or the job title as well as some home and business metadata. You may also switch the default display language for that user. + </para> + </step> + <step> + <para> + Select the <emphasis role="bold">User Membership</emphasis> tab to see a user's group membership information. + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/Demo3.png" format="PNG" align="center" scale="100" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/Demo3.png" format="PNG" align="center" contentwidth="150mm" /> + </imageobject> + </mediaobject> + <variablelist> + <varlistentry> + <term>User Membership</term> + <listitem> + <para> + The <emphasis role="bold">User Membership</emphasis> tab displays which group(s) the selected user belongs to. In the above figure, the user "demo" is a member of two groups: "guests" and "users". The parent group of both is "platform". + </para> + <para> + To remove the user from a group, click the trash can icon. + </para> + </listitem> + </varlistentry> + </variablelist> + </step> + <step> + <para> + Click the <emphasis role="bold">Save</emphasis>. + </para> + </step> + </procedure> + </section> - <section id="sect-User_Guide-User_Management-Delete_a_user"> - <title>Delete a user</title> - <procedure> - <step> - <para> - Locate the user you wish to delete - </para> - <para> - Click the trash icon in the Action column - </para> - </step> - <step> - <para> - Click <emphasis role="bold">OK</emphasis> to confirm. - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Delete_a_user"> + <title>Delete a user</title> + <procedure> + <step> + <para> + Locate the user you wish to delete + </para> + <para> + Click the trash icon in the Action column + </para> + </step> + <step> + <para> + Click <emphasis role="bold">OK</emphasis> to confirm. + </para> + </step> + </procedure> + </section> - </section> + </section> - <section id="sect-User_Guide-User_Management-Manage_groups"> - <title>Manage groups</title> - <para> - Mouse over <emphasis role="bold">Group</emphasis> on the Toolbar. Highlight <emphasis role="bold">Organization</emphasis> and select <emphasis role="bold">Users and Groups Management</emphasis> - </para> - <para>Select the tab <emphasis role="bold">Group Management</emphasis></para> - <para> - By default, all existing groups will be displayed on the left pane. This tab is used to add new, edit or delete a group. The right pane shows information about the selected group including information about the members in the specific group along with a small form to add a new user to a group. - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/GroupManage.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/GroupManage.png" format="PNG" align="center" contentwidth="150mm" /> - </imageobject> - </mediaobject> - <section id="sect-User_Guide-User_Management-Add_a_new_group"> - <title>Add a New Group</title> - <procedure> - <step> - <para> - First choose where in the existing group structure you want the new group to be created. You may navigate up the tree by clicking on the green vertical little arrow at the top of the tree. The current path is displayed in the path bar. - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/Admin1.png" format="PNG" align="center" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/Admin1.png" format="PNG" align="center" contentwidth="50mm"/> - </imageobject> - </mediaobject> - </step> - <step> - <para> - Click <emphasis role="bold">Add New Group</emphasis>. - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/AddGroup.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/AddGroup.png" format="PNG" align="center" contentwidth="110mm"/> - </imageobject> - </mediaobject> - <variablelist> - <varlistentry> - <term><emphasis role="bold">Group Name</emphasis></term> - <listitem> - <para> - The name of the new group. This field is required and any length from 3 to 30 characters is allowed. Once saved this name cannot be edited. - </para> - </listitem> - </varlistentry> - <varlistentry> - <term><emphasis role="bold">Label</emphasis></term> - <listitem> - <para> - The display name of the group. Any length from 3 to 30 characters is allowed. - </para> - </listitem> - </varlistentry> - <varlistentry> - <term><emphasis role="bold">Description</emphasis></term> - <listitem> - <para> - A description of the group. Any length from 3 to 30 characters is allowed. - </para> - </listitem> - </varlistentry> - </variablelist> - </step> - <step> - <para> - Fill in the required fields. Only letters, numbers and underscore characters are allowed for the <emphasis role="bold">Group Name</emphasis> field. The name must be unique within the portal. - </para> - </step> - <step> - <para> - Click <emphasis role="bold">Save</emphasis> - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Manage_groups"> + <title>Manage groups</title> + <para> + Mouse over <emphasis role="bold">Group</emphasis> on the Toolbar. Highlight <emphasis role="bold">Organization</emphasis> and select <emphasis role="bold">Users and Groups Management</emphasis> + </para> + <para>Select the tab <emphasis role="bold">Group Management</emphasis></para> + <para> + By default, all existing groups will be displayed on the left pane. This tab is used to add new, edit or delete a group. The right pane shows information about the selected group including information about the members in the specific group along with a small form to add a new user to a group. + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/GroupManage.png" format="PNG" align="center" scale="100" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/GroupManage.png" format="PNG" align="center" contentwidth="150mm" /> + </imageobject> + </mediaobject> + <section id="sect-User_Guide-User_Management-Add_a_new_group"> + <title>Add a New Group</title> + <procedure> + <step> + <para> + First choose where in the existing group structure you want the new group to be created. You may navigate up the tree by clicking on the green vertical little arrow at the top of the tree. The current path is displayed in the path bar. + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/Admin1.png" format="PNG" align="center" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/Admin1.png" format="PNG" align="center" contentwidth="50mm"/> + </imageobject> + </mediaobject> + </step> + <step> + <para> + Click <emphasis role="bold">Add New Group</emphasis>. + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/AddGroup.png" format="PNG" align="center" scale="100" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/AddGroup.png" format="PNG" align="center" contentwidth="110mm"/> + </imageobject> + </mediaobject> + <variablelist> + <varlistentry> + <term><emphasis role="bold">Group Name</emphasis></term> + <listitem> + <para> + The name of the new group. This field is required and any length from 3 to 30 characters is allowed. Once saved this name cannot be edited. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term><emphasis role="bold">Label</emphasis></term> + <listitem> + <para> + The display name of the group. Any length from 3 to 30 characters is allowed. + </para> + </listitem> + </varlistentry> + <varlistentry> + <term><emphasis role="bold">Description</emphasis></term> + <listitem> + <para> + A description of the group. Any length from 0 to 255 characters is allowed. + </para> + </listitem> + </varlistentry> + </variablelist> + </step> + <step> + <para> + Fill in the required fields. Only letters, numbers, dash and underscore characters are allowed for the <guilabel>Group Name</guilabel> field. The name must be unique within the portal. + </para> + </step> + <step> + <para> + Click <emphasis role="bold">Save</emphasis> + </para> + </step> + </procedure> + </section> - <section id="sect-User_Guide-User_Management-Edit-a-group"> - <title>Edit a group</title> - <procedure> - <step> - <para> - Find the group in the existing tree and click on the label - </para> - </step> - <step> - <para> - Click the edit icon to display the <emphasis role="bold">Edit Selected Group</emphasis> window. - </para> - </step> - <step> - <para> - Make the desired changes in the appropriate fields. You can not change the Group Name, however you may change to the <emphasis role="bold">Label</emphasis> field. You are also able to edit the <emphasis role="bold">Description</emphasis> field. - </para> - </step> - <step> - <para> - Click <emphasis role="bold">Save</emphasis> - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Edit-a-group"> + <title>Edit a group</title> + <procedure> + <step> + <para> + Find the group in the existing tree and click on the label + </para> + </step> + <step> + <para> + Click the edit icon to display the <emphasis role="bold">Edit Selected Group</emphasis> window. + </para> + </step> + <step> + <para> + Make the desired changes in the appropriate fields. You can not change the Group Name, however you may change to the <emphasis role="bold">Label</emphasis> field. You are also able to edit the <emphasis role="bold">Description</emphasis> field. + </para> + </step> + <step> + <para> + Click <emphasis role="bold">Save</emphasis> + </para> + </step> + </procedure> + </section> - <section id="sect-User_Guide-User_Management-Add_a_new_user_to_a_group"> - <title>Add a new user to a group</title> - <procedure> - <step> - <para> - Find the group in the existing tree and click on its label. Existing group memberships are listed on the right hand side along with the <emphasis role="bold">Add Member</emphasis> window. - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/AddMember1.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/AddMember1.png" format="PNG" align="center" contentwidth="150mm" /> - </imageobject> - </mediaobject> - </step> - <step> - <para> - Click on the magnify glass to open up the User selector. - </para> - <para> - Refer to <xref linkend="sect-User_Guide-User_Management-Search_a_user" /> for instructions on how to locate a user. - </para> - <para> - Check the box next to the user name then click <emphasis role="bold">Add</emphasis> - </para> - </step> - <step> - <para> - Select the membership appropriate for this user. If the desired membership does not appear you may try to click on the refresh icon to get the latest list. - </para> - </step> - <step> - <para> - Click <emphasis role="bold">Save</emphasis> - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Add_a_new_user_to_a_group"> + <title>Add a new user to a group</title> + <procedure> + <step> + <para> + Find the group in the existing tree and click on its label. Existing group memberships are listed on the right hand side along with the <emphasis role="bold">Add Member</emphasis> window. + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/AddMember1.png" format="PNG" align="center" scale="100" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/AddMember1.png" format="PNG" align="center" contentwidth="150mm" /> + </imageobject> + </mediaobject> + </step> + <step> + <para> + Click on the magnify glass to open up the User selector. + </para> + <para> + Refer to <xref linkend="sect-User_Guide-User_Management-Search_a_user" /> for instructions on how to locate a user. + </para> + <para> + Check the box next to the user name then click <emphasis role="bold">Add</emphasis> + </para> + </step> + <step> + <para> + Select the membership appropriate for this user. If the desired membership does not appear you may try to click on the refresh icon to get the latest list. + </para> + </step> + <step> + <para> + Click <emphasis role="bold">Save</emphasis> + </para> + </step> + </procedure> + </section> - <section id="sect-User_Guide-User_Management-Edit_the_user_membership_in_a_group"> - <title>Edit the user membership in a group</title> - <procedure> - <step> - <para> - Click the edit icon in the Action column - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/EditMember1.png" format="PNG" align="center" scale="100"/> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/EditMember1.png" format="PNG" align="center" contentwidth="90mm"/> - </imageobject> - </mediaobject> - </step> - <step> - <para> - Select another membership. - </para> - </step> - <step> - <para> - Click <emphasis role="bold">Save</emphasis>. - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Edit_the_user_membership_in_a_group"> + <title>Edit the user membership in a group</title> + <procedure> + <step> + <para> + Click the edit icon in the Action column + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/EditMember1.png" format="PNG" align="center" scale="100"/> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/EditMember1.png" format="PNG" align="center" contentwidth="90mm"/> + </imageobject> + </mediaobject> + </step> + <step> + <para> + Select another membership. + </para> + </step> + <step> + <para> + Click <emphasis role="bold">Save</emphasis>. + </para> + </step> + </procedure> + </section> - <section id="sect-User_Guide-User_Management-Delete_a_group"> - <title>Delete a group</title> - <procedure> - <step> - <para> - Find the group in the tree - </para> - </step> - <step> - <para> - Click the trash icon. - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/DeleteGroup.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/DeleteGroup.png" format="PNG" align="center" contentwidth="150mm" /> - </imageobject> - </mediaobject> - </step> - <step> - <para> - Click <emphasis role="bold">OK</emphasis>. - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Delete_a_group"> + <title>Delete a group</title> + <procedure> + <step> + <para> + Find the group in the tree + </para> + </step> + <step> + <para> + Click the trash icon. + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/DeleteGroup.png" format="PNG" align="center" scale="100" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/DeleteGroup.png" format="PNG" align="center" contentwidth="150mm" /> + </imageobject> + </mediaobject> + </step> + <step> + <para> + Click <emphasis role="bold">OK</emphasis>. + </para> + </step> + </procedure> + </section> - </section> + </section> - <section id="sect-User_Guide-User_Management-Manage_memberships"> - <title>Manage memberships</title> - <para> - The role of a user in a specific group is managed using memberships. - </para> - <para> - By default three membership types are available: <emphasis>Manager</emphasis>, <emphasis>Member</emphasis> and <emphasis>Validator</emphasis>. By definition, Manager has got the highest rights in a group. - </para> - <para> - Mouse over <emphasis role="bold">Group</emphasis> on the Toolbar. Highlight <emphasis role="bold">Organization</emphasis> and select <emphasis role="bold">Users and Groups Management</emphasis>. Select the <emphasis role="bold">Membership Management</emphasis> tab. - </para> - <para> - This tab remembers the last action taken by a user in this page. Clicking <emphasis role="bold">Reset</emphasis> will clear any legacy details. - </para> - <mediaobject> - <imageobject role="html"> - <imagedata fileref="images/MembershipManage1.png" format="PNG" align="center" scale="100" /> - </imageobject> - <imageobject role="fo"> - <imagedata fileref="images/MembershipManage1.png" format="PNG" align="center" contentwidth="110mm"/> - </imageobject> - </mediaobject> + <section id="sect-User_Guide-User_Management-Manage_memberships"> + <title>Manage memberships</title> + <para> + The role of a user in a specific group is managed using memberships. + </para> + <para> + By default three membership types are available: <emphasis>Manager</emphasis>, <emphasis>Member</emphasis> and <emphasis>Validator</emphasis>. By definition, Manager has got the highest rights in a group. + </para> + <para> + Mouse over <emphasis role="bold">Group</emphasis> on the Toolbar. Highlight <emphasis role="bold">Organization</emphasis> and select <emphasis role="bold">Users and Groups Management</emphasis>. Select the <emphasis role="bold">Membership Management</emphasis> tab. + </para> + <para> + This tab remembers the last action taken by a user in this page. Clicking <emphasis role="bold">Reset</emphasis> will clear any legacy details. + </para> + <mediaobject> + <imageobject role="html"> + <imagedata fileref="images/MembershipManage1.png" format="PNG" align="center" scale="100" /> + </imageobject> + <imageobject role="fo"> + <imagedata fileref="images/MembershipManage1.png" format="PNG" align="center" contentwidth="110mm"/> + </imageobject> + </mediaobject> - <section id="sect-User_Guide-User_Management-Add_a_new_membership_type"> - <title>Add a new membership type</title> - <procedure> - <step> - <para> - In the <emphasis role="bold">Add/Edit Membership</emphasis> form, enter the values for the membership name field (required) and the description field (optional). Only letters, digits, dots, dashes and underscores are allowed for the membership name. - </para> - </step> - <step> - <para> - Click the <emphasis role="bold">Save</emphasis> - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Add_a_new_membership_type"> + <title>Add a new membership type</title> + <procedure> + <step> + <para> + In the <emphasis role="bold">Add/Edit Membership</emphasis> form, enter the values for the membership name field (required) and the description field (optional). Only letters, digits, dots, dashes and underscores are allowed for the membership name and it must be between 3 and 30 characters. + </para> + </step> + <step> + <para> + Click the <emphasis role="bold">Save</emphasis> + </para> + </step> + </procedure> + </section> - <section id="sect-User_Guide-User_Management-Edit_a_membership_type"> - <title>Edit a membership type</title> - <procedure> - <step> - <para> - Click the edit icon in the Action column. - </para> - </step> - <step> - <para> - Make the desired changes to the description. - </para> - </step> - <step> - <para> - Click <emphasis role="bold">Save</emphasis> - </para> - </step> - </procedure> - </section> + <section id="sect-User_Guide-User_Management-Edit_a_membership_type"> + <title>Edit a membership type</title> + <procedure> + <step> + <para> + Click the edit icon in the Action column. + </para> + </step> + <step> + <para> + Make the desired changes to the description. + </para> + </step> + <step> + <para> + Click <emphasis role="bold">Save</emphasis> + </para> + </step> + </procedure> + </section> - <section id="sect-User_Guide-User_Management-Delete_a_membership_type"> - <title>Delete a membership type</title> - <procedure> - <step> - <para> - Click the trash icon in the Action column. - </para> - </step> - <step> - <para> - Click <emphasis role="bold">OK</emphasis> - </para> - </step> - </procedure> - </section> - </section> + <section id="sect-User_Guide-User_Management-Delete_a_membership_type"> + <title>Delete a membership type</title> + <procedure> + <step> + <para> + Click the trash icon in the Action column. + </para> + </step> + <step> + <para> + Click <emphasis role="bold">OK</emphasis> + </para> + </step> + </procedure> + </section> + </section> </section>