Last modified by Admin on 2022/04/26 14:35
From version 11.1
edited by Admin
on 2022/04/26 15:35
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To version 2.1
edited by melanie@one-count_com
on 2016/12/13 13:19
Change comment: There is no comment for this version

Summary

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Title
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1 -Utilities - Configuration Manager
1 +Utilities - Configuration Manager (v12.x)
Parent
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1 -System Utilities
Author
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1 -XWiki.Admin
1 +XWiki.melanie@one-count_com
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1 -favourite
Content
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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 -\\
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 -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.
34 -
35 -An example is this:
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
45 + entered cell number (2072154291),
46 + get code from text message
47 + enter code
48 + form auto populated, and
49 + 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
54 + entered email (melanie@gcnmedia.com)
55 + get code from email and enter
56 + 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
61 + get code from email and enter
62 + 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
67 + get code from email and enter
68 + 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
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
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
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
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
94 + pass lookup *
95 + 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
100 + pass lookup *
101 + 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 -\\
118 +
131 131  
132 132  **//Screenshot B//**
133 133  
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163 163  
164 164  [[image:attach:media_1468956133363.png||align="center"]]
165 165  
166 -(% align="center" %)
167 -**
168 -Initial Configurations (Content Recommendations)(% style="text-align: left;" %) [[doc:Utilities - Recommendations]](%%)**
169 169  
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 -\\
173 -
174 -Start by clicking **Utilities** then **Config Manager**. Click “**Configuration >> Other Configurations**” and finally “**Other  Configurations >> Article Metadata**”
175 -
176 -[[image:attach:image2018-6-27 21:50:4.png||height="250"]]
177 -
178 -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).
179 -
180 -[[image:attach:image2018-6-27 21:51:17.png||height="250"]]
181 -\\
182 -
183 -These are the fields needed:
184 -
185 -* **title**: this is going to be extracted from the **og:title** property content field
186 -* **description**: will be extracted from the **og:description** property content field
187 -* **image**: will be extracted from the **og:image** property content field
188 -* **published_time**: will be extracted from the **article:published_time** property content field
189 -* **modified_time**: will be extracted from the **article:modified_time** property
190 -
191 -Below is an example of tag we are going to work with
192 -
193 -<meta property="og:title" content="What’s Eating You? Clothes Moths (Tineola Species)" />
194 -
195 -Please refer to the Open Graph Protocol for more information __[[http:~~/~~/ogp.me/>>url:http://ogp.me/||shape="rect"]]__
196 -
197 -
198 -
199 199  {{id name="End ScreenSteps Content"/}}
200 200  {{/layout-cell}}
201 201  
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206 206  
207 207  {{livesearch/}}
208 208  
209 -\\
166 +
210 210  
211 211  **Search System UTILITIES:**
212 212  
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214 214  
215 215  {{pagetreesearch rootPage="System Utilities"/}}
216 216  
217 -\\
174 +
218 218  
219 219  **On this page:**
220 220  
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222 222  
223 223  {{toc maxLevel="3"/}}
224 224  
225 -\\
182 +
226 226  
227 227  {{expand title="More System UTILITIES"}}
228 - [[QR Codes>>doc:Utilities - QR Codes]]
185 + [[QR Codes>>doc:Utilities - QR Codes (v12\.x)]]
229 229  
230 230  (% style="margin-left: 30.0px;" %)
231 -[[Job List>>doc:Utilities - Job List]]
188 +[[Job List>>doc:Utilities - Job List (v12\.x)]]
232 232  
233 233  (% style="margin-left: 30.0px;" %)
234 234  
235 235  
236 236  (% style="margin-left: 30.0px;" %)
237 -[[Email Engine Sender Score>>doc:ONEmail]]
194 +[[Email Engine Sender Score>>doc:Utilities - Email Engine (v12\.x)]]
238 238  
239 239  (% style="margin-left: 30.0px;" %)
240 -[[Email Engine>>doc:ONEmail]]
197 +[[Email Engine>>doc:Utilities - Email Engine (v12\.x)]]
241 241  
242 242  (% style="margin-left: 30.0px;" %)
243 243  Action Manager
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255 255  
256 256  
257 257  (% style="margin-left: 30.0px;" %)
258 -[[Mapper>>doc:Utilities - DExTr]]
215 +[[Mapper>>doc:Utilities - Mapper (v12\.x)]]
259 259  
260 260  (% style="margin-left: 30.0px;" %)
261 261  Import/Export Tool
262 -
263 -(% style="margin-left: 30.0px;" %)
264 -Recommendations
265 265  {{/expand}}
266 266  {{/layout-cell}}
267 267  {{/layout-section}}
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Confluence.Code.ConfluencePageClass[0]
id
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1 -67336
1 +11927600
url
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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/11927600/Utilities - Configuration Manager (v12.x)