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

Summary

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1 +System Utilities
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1 -XWiki.steven@one-count_com
1 +XWiki.Admin
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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 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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165 165  
166 166  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.
167 167  
168 -
172 +\\
169 169  
170 170  Start by clicking **Utilities** then **Config Manager**. Click “**Configuration >> Other Configurations**” and finally “**Other  Configurations >> Article Metadata**”
171 171  
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202 202  
203 203  {{livesearch/}}
204 204  
205 -
209 +\\
206 206  
207 207  **Search System UTILITIES:**
208 208  
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210 210  
211 211  {{pagetreesearch rootPage="System Utilities"/}}
212 212  
213 -
217 +\\
214 214  
215 215  **On this page:**
216 216  
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218 218  
219 219  {{toc maxLevel="3"/}}
220 220  
221 -
225 +\\
222 222  
223 223  {{expand title="More System UTILITIES"}}
224 224   [[QR Codes>>doc:Utilities - QR Codes]]
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1 -62521410
1 +67336
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1 -https://info.onecount.net//wiki/spaces/OD/pages/62521410/Utilities - Configuration Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/67336/Utilities - Configuration Manager