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From version 12.5
edited by Admin User
on 2026/05/23 17:56
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edited by steven@one-count_com
on 2018/07/10 17:38
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1 +XWiki.steven@one-count_com
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1 1  {{layout}}
2 2  {{layout-section ac:type="two_right_sidebar"}}
3 3  {{layout-cell}}
4 +
5 +
4 4  {{id name="Start ScreenSteps Content"/}}
5 -The Configuration Manager allows you to set system configurations, including configurable texts such as "from/subject/body" texts for system confirmation emails; mappings for default edit profile, password recovery, and lookup forms; Dashboard display settings; online payment settings; and various other settings.
7 + The Configuration Manager allows you to set system configurations, including configurable texts such as "from/subject/body" texts for system confirmation emails; mappings for default edit profile, password recovery, and lookup forms; Dashboard display settings; online payment settings; and various other settings.
6 6  
7 7  This lesson provides detail on these settings and configurations.
8 8  
9 9  **OPENING THE CONFIG MANAGER WINDOW**
10 10  
11 -**Select SETUP from the main menu.**
13 +**Select UTILITIES from the main menu.**
12 12  
13 -[[image:attach:Screen Shot 2022-02-04 at 4.46.18 PM.png||thumbnail="true" height="250"]]
15 +[[image:attach:media_1434738974312.png||align="center"]]
14 14  
15 15  **Select CONFIG MANAGER from the sub-menu.**
16 16  
17 -[[image:attach:Screen Shot 2022-02-04 at 4.46.18 PM copy 2.png||thumbnail="true" height="250"]]
19 +[[image:attach:media_1434739014970.png||align="center"]]
18 18  
19 19  This will open the Configuration Manager main window, as shown below.
20 20  
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24 24  
25 25  === Configurable Texts ===
26 26  
27 -\\
29 +
28 28  
29 29  NOTE: In these configurable texts, clients have the ability to customize the "From" address on a variety of email's that will be deployed directly from ONEcount on behalf of your domain. These emails include new subscription confirmations, forgot password recovery, among others.
30 30  
31 -E-mail delivery has gotten more and more difficult, with various providers changing their filters and rules on a routine basis. Currently, our recommendation is to set your e-mail address so that it appears to come from the onecount.net network. If you do, your messages will be signed with our DKIM signatures, and use our IP addresses which are published as part of our network. You can put anything you want in the display portion of the From line, but it's important that the address part be: [[CLIENT-CODE@customers.onecount.net>>mailto:CLIENT-CODE@customers.onecount.net.||shape="rect"]], where CLIENT-CODE is the 2 - 6 letter code that is part of your customer configuration.
33 +In order to ensure the delivery of emails from the ONEcount system, we highly recommend adding the ONEcount network to your System Policy Framework (SPF) record. This will alert other email servers that the email coming from ONEcount is not spam and will be successfully delivered to the user on behalf of your domain.
32 32  
33 -An example is this:
35 +Our network can be added as **ptr: onecount.net**
34 34  
35 -PMG360 Research <pmg@customers.onecount.net>
36 -
37 -This recommendation is current as of 4/25/2022, and will be updated as needed.
38 -
39 39  [[image:attach:media_1434742448607.png||align="center"]]
40 40  
41 41  [[image:attach:media_1434740409189.png||align="center"]]
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52 52  ~1. Record has: Email = no, Phone = no
53 53  
54 54  get prompt asking for email or cell # to send verification code
55 -entered cell number (2072154291),
56 -get code from text message
57 -enter code
58 -form auto populated, and
59 -cell # added to profile
53 + entered cell number (2072154291),
54 + get code from text message
55 + enter code
56 + form auto populated, and
57 + cell # added to profile
60 60  
61 61  2. Record has: Email = no, Phone = yes
62 62  
63 63  get prompt asking for email or cell # to send verification code
64 -entered email (melanie@gcnmedia.com)
65 -get code from email and enter
66 -form auto populated
62 + entered email (melanie@gcnmedia.com)
63 + get code from email and enter
64 + form auto populated
67 67  
68 68  3. Record has: Email = yes, Phone = no
69 69  
70 70  get message the verification code was sent to 'melanie@gcnmedia.com'
71 -get code from email and enter
72 -form auto populated
69 + get code from email and enter
70 + form auto populated
73 73  
74 74  4. Record has: Email = yes, Phone = yes
75 75  
76 76  get message the verification code was sent to 'melanie@gcnmedia.com'
77 -get code from email and enter
78 -form auto populated
75 + get code from email and enter
76 + form auto populated
79 79  
80 80  **With Lookup Questions*** Selected:*
81 81  Enter First Name and Last Name
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83 83  ~1. Record has: Email = no, Phone = no
84 84  
85 85  get lookup question
86 -pass lookup *
87 -get "Email Required – Provide Email to Send Username & Password" pop-up
88 -give email address (melanie@gcnmedia.com)
89 -form auto populated
90 -email received w/username and password
84 + pass lookup *
85 + get "Email Required – Provide Email to Send Username & Password" pop-up
86 + give email address (melanie@gcnmedia.com)
87 + form auto populated
88 + email received w/username and password
91 91  
92 92  2. Record has: Email = no, Phone = yes
93 93  
94 94  get lookup question
95 -pass lookup *
96 -get "Email Required – Provide Email to Send Username & Password" pop-up
97 -give email address (melanie@gcnmedia.com)
98 -form auto populated
99 -email received w/username and password
93 + pass lookup *
94 + get "Email Required – Provide Email to Send Username & Password" pop-up
95 + give email address (melanie@gcnmedia.com)
96 + form auto populated
97 + email received w/username and password
100 100  
101 101  3. Record has: Email = yes, Phone =no
102 102  
103 103  get lookup question
104 -pass lookup *
105 -form auto populated
102 + pass lookup *
103 + form auto populated
106 106  
107 107  4. Record has: Email = yes, Phone = yes
108 108  
109 109  get lookup question
110 -pass lookup *
111 -form auto populated
108 + pass lookup *
109 + form auto populated
112 112  
113 113  * On fail lookup, a message to to complete the form is presented.
114 114  ** Lookup/Challenge Questions are selected in the Question Builder. Plase see Question Builder documentation for more detail on selecting Lookup/Challenge Questions.
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125 125  
126 126  Email (Question ID 388), First Name (Question ID 424), Last Name (Question ID 425), Title (Question ID 399), and State/Province (Question ID 420) are displayed on search result results.
127 127  
128 -\\
126 +
129 129  
130 130  **//Screenshot B//**
131 131  
... ... @@ -163,11 +163,11 @@
163 163  
164 164  (% align="center" %)
165 165  **
166 -Initial Configurations (Content Recommendations)(% style="text-align: left;" %) [[doc:OD.Utilities - Recommendations]](%%)**
164 +Initial Configurations (Content Recommendations)(% style="text-align: left;" %) [[doc:Utilities - Recommendations]](%%)**
167 167  
168 168  This is a configuration option that defines what meta-tag ONEcount should look for the page/article details. If the content fields required are not provided, then the default code below will be used. Metatags define the tag in the name or property field and set the value in the content field. We are going to work with the property and content fields only.
169 169  
170 -\\
168 +
171 171  
172 172  Start by clicking **Utilities** then **Config Manager**. Click “**Configuration >> Other Configurations**” and finally “**Other  Configurations >> Article Metadata**”
173 173  
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204 204  
205 205  {{livesearch/}}
206 206  
207 -\\
205 +
208 208  
209 209  **Search System UTILITIES:**
210 210  
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212 212  
213 213  {{pagetreesearch rootPage="System Utilities"/}}
214 214  
215 -\\
213 +
216 216  
217 217  **On this page:**
218 218  
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220 220  
221 221  {{toc maxLevel="3"/}}
222 222  
223 -\\
221 +
224 224  
225 225  {{expand title="More System UTILITIES"}}
226 - [[QR Codes>>doc:OD.Utilities - QR Codes]]
224 + [[QR Codes>>doc:Utilities - QR Codes]]
227 227  
228 228  (% style="margin-left: 30.0px;" %)
229 -[[Job List>>doc:OD.Utilities - Job List]]
227 +[[Job List>>doc:Utilities - Job List]]
230 230  
231 231  (% style="margin-left: 30.0px;" %)
232 232  
233 233  
234 -
235 -
236 -
237 237  (% style="margin-left: 30.0px;" %)
238 -[[Email Engine Sender Score>>doc:_Archive.ONEmail]]
233 +[[Email Engine Sender Score>>doc:ONEmail]]
239 239  
240 240  (% style="margin-left: 30.0px;" %)
241 -[[Email Engine>>doc:_Archive.ONEmail]]
236 +[[Email Engine>>doc:ONEmail]]
242 242  
243 243  (% style="margin-left: 30.0px;" %)
244 244  Action Manager
... ... @@ -246,9 +246,6 @@
246 246  (% style="margin-left: 30.0px;" %)
247 247  
248 248  
249 -
250 -
251 -
252 252  (% style="margin-left: 30.0px;" %)
253 253  Backend Activity Log
254 254  
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258 258  (% style="margin-left: 30.0px;" %)
259 259  
260 260  
261 -
262 -
263 -
264 264  (% style="margin-left: 30.0px;" %)
265 -[[Mapper>>doc:OCDEV.Utilities - DExTr -- OLD]]
254 +[[Mapper>>doc:Utilities - DExTr]]
266 266  
267 267  (% style="margin-left: 30.0px;" %)
268 268  Import/Export Tool
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1 +https://info.onecount.net//wiki/spaces/OD/pages/62521410/Utilities - Configuration Manager