Last modified by caterina on 2021/09/23 15:30
From version 24.1
edited by caterina
on 2021/09/23 16:30
Change comment: There is no comment for this version
To version 22.1
edited by melanie@one-count_com
on 2016/12/13 14:26
Change comment: There is no comment for this version

Summary

Details

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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 Setup Detail and Technical Information
Author
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1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
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  
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12 12  
13 13  **Select UTILITIES from the main menu.**
14 14  
15 -[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).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 2021-09-23 at 4.27.28 PM (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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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
45 + entered cell number (2072154291),
46 + get code from text message
47 + enter code
48 + form auto populated, and
49 + 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
54 + entered email (melanie@gcnmedia.com)
55 + get code from email and enter
56 + 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
61 + get code from email and enter
62 + 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
67 + get code from email and enter
68 + 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
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
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
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
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
94 + pass lookup *
95 + 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
100 + pass lookup *
101 + 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 -\\
118 +
119 119  
120 120  **//Screenshot B//**
121 121  
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195 195  {{/expand}}
196 196  {{/panel}}
197 197  
198 -\\
198 +
199 199  
200 -\\
200 +
201 201  
202 -\\
202 +
203 203  {{/layout-cell}}
204 204  {{/layout-section}}
205 205  {{/layout}}
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Confluence.Code.ConfluencePageClass[0]
id
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1 -65754
1 +11927759
url
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1 -https://info.onecount.net//wiki/spaces/OD/pages/65754/Utilities - Configuration Manager
1 +https://info.onecount.net//wiki/spaces/OD/pages/11927759/Utilities - Configuration Manager (v12.x)