Last modified by Admin on 2022/04/26 14:35
From version 3.1
edited by mikef
on 2018/04/18 14:05
Change comment: There is no comment for this version
To version 11.1
edited by Admin
on 2022/04/26 15:35
Change comment: There is no comment for this version

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1 -Utilities - Configuration Manager (v12.x)
1 +Utilities - Configuration Manager
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1 +System Utilities
Author
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1 -XWiki.mikef
1 +XWiki.Admin
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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 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 -
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 -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.
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 34  
35 -Our network can be added as **ptr: onecount.net**
35 +An example is this:
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 +
37 37  [[image:attach:media_1434742448607.png||align="center"]]
38 38  
39 39  [[image:attach:media_1434740409189.png||align="center"]]
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50 50  ~1. Record has: Email = no, Phone = no
51 51  
52 52  get prompt asking for email or cell # to send verification code
53 - entered cell number (2072154291),
54 - get code from text message
55 - enter code
56 - form auto populated, and
57 - cell # added to profile
57 +entered cell number (2072154291),
58 +get code from text message
59 +enter code
60 +form auto populated, and
61 +cell # added to profile
58 58  
59 59  2. Record has: Email = no, Phone = yes
60 60  
61 61  get prompt asking for email or cell # to send verification code
62 - entered email (melanie@gcnmedia.com)
63 - get code from email and enter
64 - form auto populated
66 +entered email (melanie@gcnmedia.com)
67 +get code from email and enter
68 +form auto populated
65 65  
66 66  3. Record has: Email = yes, Phone = no
67 67  
68 68  get message the verification code was sent to 'melanie@gcnmedia.com'
69 - get code from email and enter
70 - form auto populated
73 +get code from email and enter
74 +form auto populated
71 71  
72 72  4. Record has: Email = yes, Phone = yes
73 73  
74 74  get message the verification code was sent to 'melanie@gcnmedia.com'
75 - get code from email and enter
76 - form auto populated
79 +get code from email and enter
80 +form auto populated
77 77  
78 78  **With Lookup Questions*** Selected:*
79 79  Enter First Name and Last Name
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81 81  ~1. Record has: Email = no, Phone = no
82 82  
83 83  get lookup question
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
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
89 89  
90 90  2. Record has: Email = no, Phone = yes
91 91  
92 92  get lookup question
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
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
98 98  
99 99  3. Record has: Email = yes, Phone =no
100 100  
101 101  get lookup question
102 - pass lookup *
103 - form auto populated
106 +pass lookup *
107 +form auto populated
104 104  
105 105  4. Record has: Email = yes, Phone = yes
106 106  
107 107  get lookup question
108 - pass lookup *
109 - form auto populated
112 +pass lookup *
113 +form auto populated
110 110  
111 111  * On fail lookup, a message to to complete the form is presented.
112 112  ** 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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123 123  
124 124  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.
125 125  
126 -
130 +\\
127 127  
128 128  **//Screenshot B//**
129 129  
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159 159  
160 160  [[image:attach:media_1468956133363.png||align="center"]]
161 161  
166 +(% align="center" %)
167 +**
168 +Initial Configurations (Content Recommendations)(% style="text-align: left;" %) [[doc:Utilities - Recommendations]](%%)**
162 162  
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.
163 163  
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 +
164 164  {{id name="End ScreenSteps Content"/}}
165 165  {{/layout-cell}}
166 166  
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171 171  
172 172  {{livesearch/}}
173 173  
174 -
209 +\\
175 175  
176 176  **Search System UTILITIES:**
177 177  
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179 179  
180 180  {{pagetreesearch rootPage="System Utilities"/}}
181 181  
182 -
217 +\\
183 183  
184 184  **On this page:**
185 185  
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187 187  
188 188  {{toc maxLevel="3"/}}
189 189  
190 -
225 +\\
191 191  
192 192  {{expand title="More System UTILITIES"}}
193 - [[QR Codes>>doc:Utilities - QR Codes (v12\.x)]]
228 + [[QR Codes>>doc:Utilities - QR Codes]]
194 194  
195 195  (% style="margin-left: 30.0px;" %)
196 -[[Job List>>doc:Utilities - Job List (v12\.x)]]
231 +[[Job List>>doc:Utilities - Job List]]
197 197  
198 198  (% style="margin-left: 30.0px;" %)
199 199  
200 200  
201 201  (% style="margin-left: 30.0px;" %)
202 -[[Email Engine Sender Score>>doc:Utilities - Email Engine (v12\.x)]]
237 +[[Email Engine Sender Score>>doc:ONEmail]]
203 203  
204 204  (% style="margin-left: 30.0px;" %)
205 -[[Email Engine>>doc:Utilities - Email Engine (v12\.x)]]
240 +[[Email Engine>>doc:ONEmail]]
206 206  
207 207  (% style="margin-left: 30.0px;" %)
208 208  Action Manager
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220 220  
221 221  
222 222  (% style="margin-left: 30.0px;" %)
223 -[[Mapper>>doc:Utilities - Mapper (v12\.x)]]
258 +[[Mapper>>doc:Utilities - DExTr]]
224 224  
225 225  (% style="margin-left: 30.0px;" %)
226 226  Import/Export Tool
262 +
263 +(% style="margin-left: 30.0px;" %)
264 +Recommendations
227 227  {{/expand}}
228 228  {{/layout-cell}}
229 229  {{/layout-section}}
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1 -11927647
1 +67336
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1 -https://info.onecount.net//wiki/spaces/OD/pages/11927647/Utilities - Configuration Manager (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/67336/Utilities - Configuration Manager