Last modified by Admin on 2022/04/26 14:35
From version 1.1
edited by melanie@one-count_com
on 2016/12/13 13:19
Change comment: There is no comment for this version
To version 9.1
edited by caterina
on 2022/02/04 17:51
Change comment: There is no comment for this version

Summary

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Title
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1 -Utilities - Configuration Manager (v12.x)
1 +Utilities - Configuration Manager
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
Content
... ... @@ -4,19 +4,19 @@
4 4  
5 5  
6 6  {{id name="Start ScreenSteps Content"/}}
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.
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.
8 8  
9 9  This lesson provides detail on these settings and configurations.
10 10  
11 11  **OPENING THE CONFIG MANAGER WINDOW**
12 12  
13 -**Select UTILITIES from the main menu.**
13 +**Select SETUP from the main menu.**
14 14  
15 -[[image:attach:media_1434738974312.png||align="center"]]
15 +[[image:attach:Screen Shot 2022-02-04 at 4.46.18 PM.png||thumbnail="true" height="250"]]
16 16  
17 17  **Select CONFIG MANAGER from the sub-menu.**
18 18  
19 -[[image:attach:media_1434739014970.png||align="center"]]
19 +[[image:attach:Screen Shot 2022-02-04 at 4.46.18 PM copy 2.png||thumbnail="true" height="250"]]
20 20  
21 21  This will open the Configuration Manager main window, as shown below.
22 22  
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26 26  
27 27  === Configurable Texts ===
28 28  
29 +\\
30 +
31 +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.
32 +
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.
34 +
35 +Our network can be added as **ptr: onecount.net**
36 +
29 29  [[image:attach:media_1434742448607.png||align="center"]]
30 30  
31 31  [[image:attach:media_1434740409189.png||align="center"]]
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42 42  ~1. Record has: Email = no, Phone = no
43 43  
44 44  get prompt asking for email or cell # to send verification code
45 - entered cell number (2072154291),
46 - get code from text message
47 - enter code
48 - form auto populated, and
49 - 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
50 50  
51 51  2. Record has: Email = no, Phone = yes
52 52  
53 53  get prompt asking for email or cell # to send verification code
54 - entered email (melanie@gcnmedia.com)
55 - get code from email and enter
56 - form auto populated
62 +entered email (melanie@gcnmedia.com)
63 +get code from email and enter
64 +form auto populated
57 57  
58 58  3. Record has: Email = yes, Phone = no
59 59  
60 60  get message the verification code was sent to 'melanie@gcnmedia.com'
61 - get code from email and enter
62 - form auto populated
69 +get code from email and enter
70 +form auto populated
63 63  
64 64  4. Record has: Email = yes, Phone = yes
65 65  
66 66  get message the verification code was sent to 'melanie@gcnmedia.com'
67 - get code from email and enter
68 - form auto populated
75 +get code from email and enter
76 +form auto populated
69 69  
70 70  **With Lookup Questions*** Selected:*
71 71  Enter First Name and Last Name
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73 73  ~1. Record has: Email = no, Phone = no
74 74  
75 75  get lookup question
76 - pass lookup *
77 - get "Email Required – Provide Email to Send Username & Password" pop-up
78 - give email address (melanie@gcnmedia.com)
79 - form auto populated
80 - 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
81 81  
82 82  2. Record has: Email = no, Phone = yes
83 83  
84 84  get lookup question
85 - pass lookup *
86 - get "Email Required – Provide Email to Send Username & Password" pop-up
87 - give email address (melanie@gcnmedia.com)
88 - form auto populated
89 - 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
90 90  
91 91  3. Record has: Email = yes, Phone =no
92 92  
93 93  get lookup question
94 - pass lookup *
95 - form auto populated
102 +pass lookup *
103 +form auto populated
96 96  
97 97  4. Record has: Email = yes, Phone = yes
98 98  
99 99  get lookup question
100 - pass lookup *
101 - form auto populated
108 +pass lookup *
109 +form auto populated
102 102  
103 103  * On fail lookup, a message to to complete the form is presented.
104 104  ** 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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115 115  
116 116  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.
117 117  
118 -
126 +\\
119 119  
120 120  **//Screenshot B//**
121 121  
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151 151  
152 152  [[image:attach:media_1468956133363.png||align="center"]]
153 153  
162 +(% align="center" %)
163 +**
164 +Initial Configurations (Content Recommendations)(% style="text-align: left;" %) [[doc:Utilities - Recommendations]](%%)**
154 154  
166 +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.
155 155  
168 +\\
169 +
170 +Start by clicking **Utilities** then **Config Manager**. Click “**Configuration >> Other Configurations**” and finally “**Other  Configurations >> Article Metadata**”
171 +
172 +[[image:attach:image2018-6-27 21:50:4.png||height="250"]]
173 +
174 +The "**Other Configurations >> Article Metadata"** section will expand and you will be presented with the input fields that must be filled to configure ONEcount for content metadata (screenshot below).
175 +
176 +[[image:attach:image2018-6-27 21:51:17.png||height="250"]]
177 +\\
178 +
179 +These are the fields needed:
180 +
181 +* **title**: this is going to be extracted from the **og:title** property content field
182 +* **description**: will be extracted from the **og:description** property content field
183 +* **image**: will be extracted from the **og:image** property content field
184 +* **published_time**: will be extracted from the **article:published_time** property content field
185 +* **modified_time**: will be extracted from the **article:modified_time** property
186 +
187 +Below is an example of tag we are going to work with
188 +
189 +<meta property="og:title" content="What’s Eating You? Clothes Moths (Tineola Species)" />
190 +
191 +Please refer to the Open Graph Protocol for more information __[[http:~~/~~/ogp.me/>>url:http://ogp.me/||shape="rect"]]__
192 +
193 +
194 +
156 156  {{id name="End ScreenSteps Content"/}}
157 157  {{/layout-cell}}
158 158  
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163 163  
164 164  {{livesearch/}}
165 165  
166 -
205 +\\
167 167  
168 168  **Search System UTILITIES:**
169 169  
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171 171  
172 172  {{pagetreesearch rootPage="System Utilities"/}}
173 173  
174 -
213 +\\
175 175  
176 176  **On this page:**
177 177  
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179 179  
180 180  {{toc maxLevel="3"/}}
181 181  
182 -
221 +\\
183 183  
184 184  {{expand title="More System UTILITIES"}}
185 - [[QR Codes>>doc:Utilities - QR Codes (v12\.x)]]
224 + [[QR Codes>>doc:Utilities - QR Codes]]
186 186  
187 187  (% style="margin-left: 30.0px;" %)
188 -[[Job List>>doc:Utilities - Job List (v12\.x)]]
227 +[[Job List>>doc:Utilities - Job List]]
189 189  
190 190  (% style="margin-left: 30.0px;" %)
191 191  
192 192  
193 193  (% style="margin-left: 30.0px;" %)
194 -[[Email Engine Sender Score>>doc:Utilities - Email Engine (v12\.x)]]
233 +[[Email Engine Sender Score>>doc:ONEmail]]
195 195  
196 196  (% style="margin-left: 30.0px;" %)
197 -[[Email Engine>>doc:Utilities - Email Engine (v12\.x)]]
236 +[[Email Engine>>doc:ONEmail]]
198 198  
199 199  (% style="margin-left: 30.0px;" %)
200 200  Action Manager
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212 212  
213 213  
214 214  (% style="margin-left: 30.0px;" %)
215 -[[Mapper>>doc:Utilities - Mapper (v12\.x)]]
254 +[[Mapper>>doc:Utilities - DExTr]]
216 216  
217 217  (% style="margin-left: 30.0px;" %)
218 218  Import/Export Tool
258 +
259 +(% style="margin-left: 30.0px;" %)
260 +Recommendations
219 219  {{/expand}}
220 220  {{/layout-cell}}
221 221  {{/layout-section}}
Confluence.Code.ConfluencePageClass[0]
id
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1 -11927600
1 +66715792
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/11927600/Utilities - Configuration Manager (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/66715792/Utilities - Configuration Manager