Last modified by Admin on 2022/04/26 14:35
From version 10.1
edited by Admin
on 2022/04/26 14:35
Change comment: There is no comment for this version
To version 8.1
edited by steven@one-count_com
on 2018/07/10 16:38
Change comment: There is no comment for this version

Summary

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1 -System Utilities
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1 -XWiki.Admin
1 +XWiki.steven@one-count_com
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1 -favourite
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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 SETUP from the main menu.**
13 +**Select UTILITIES from the main menu.**
14 14  
15 -[[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"]]
16 16  
17 17  **Select CONFIG MANAGER from the sub-menu.**
18 18  
19 -[[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"]]
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 -\\
29 +
30 30  
31 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 32  
33 -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.
34 34  
35 -An example is this:
35 +Our network can be added as **ptr: onecount.net**
36 36  
37 -PMG360 Research <pmg@customers.onecount.net>
38 -
39 -This recommendation is current as of 4/25/2022, and will be updated as needed.
40 -
41 41  [[image:attach:media_1434742448607.png||align="center"]]
42 42  
43 43  [[image:attach:media_1434740409189.png||align="center"]]
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54 54  ~1. Record has: Email = no, Phone = no
55 55  
56 56  get prompt asking for email or cell # to send verification code
57 -entered cell number (2072154291),
58 -get code from text message
59 -enter code
60 -form auto populated, and
61 -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
62 62  
63 63  2. Record has: Email = no, Phone = yes
64 64  
65 65  get prompt asking for email or cell # to send verification code
66 -entered email (melanie@gcnmedia.com)
67 -get code from email and enter
68 -form auto populated
62 + entered email (melanie@gcnmedia.com)
63 + get code from email and enter
64 + form auto populated
69 69  
70 70  3. Record has: Email = yes, Phone = no
71 71  
72 72  get message the verification code was sent to 'melanie@gcnmedia.com'
73 -get code from email and enter
74 -form auto populated
69 + get code from email and enter
70 + form auto populated
75 75  
76 76  4. Record has: Email = yes, Phone = yes
77 77  
78 78  get message the verification code was sent to 'melanie@gcnmedia.com'
79 -get code from email and enter
80 -form auto populated
75 + get code from email and enter
76 + form auto populated
81 81  
82 82  **With Lookup Questions*** Selected:*
83 83  Enter First Name and Last Name
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85 85  ~1. Record has: Email = no, Phone = no
86 86  
87 87  get lookup question
88 -pass lookup *
89 -get "Email Required – Provide Email to Send Username & Password" pop-up
90 -give email address (melanie@gcnmedia.com)
91 -form auto populated
92 -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
93 93  
94 94  2. Record has: Email = no, Phone = yes
95 95  
96 96  get lookup question
97 -pass lookup *
98 -get "Email Required – Provide Email to Send Username & Password" pop-up
99 -give email address (melanie@gcnmedia.com)
100 -form auto populated
101 -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
102 102  
103 103  3. Record has: Email = yes, Phone =no
104 104  
105 105  get lookup question
106 -pass lookup *
107 -form auto populated
102 + pass lookup *
103 + form auto populated
108 108  
109 109  4. Record has: Email = yes, Phone = yes
110 110  
111 111  get lookup question
112 -pass lookup *
113 -form auto populated
108 + pass lookup *
109 + form auto populated
114 114  
115 115  * On fail lookup, a message to to complete the form is presented.
116 116  ** 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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127 127  
128 128  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.
129 129  
130 -\\
126 +
131 131  
132 132  **//Screenshot B//**
133 133  
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169 169  
170 170  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.
171 171  
172 -\\
168 +
173 173  
174 174  Start by clicking **Utilities** then **Config Manager**. Click “**Configuration >> Other Configurations**” and finally “**Other  Configurations >> Article Metadata**”
175 175  
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206 206  
207 207  {{livesearch/}}
208 208  
209 -\\
205 +
210 210  
211 211  **Search System UTILITIES:**
212 212  
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214 214  
215 215  {{pagetreesearch rootPage="System Utilities"/}}
216 216  
217 -\\
213 +
218 218  
219 219  **On this page:**
220 220  
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222 222  
223 223  {{toc maxLevel="3"/}}
224 224  
225 -\\
221 +
226 226  
227 227  {{expand title="More System UTILITIES"}}
228 228   [[QR Codes>>doc:Utilities - QR Codes]]
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id
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1 -67336
1 +62521410
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1 -https://info.onecount.net//wiki/spaces/OD/pages/67336/Utilities - Configuration Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/62521410/Utilities - Configuration Manager