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 4.1
edited by melanie@one-count_com
on 2016/11/09 15:54
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 Setup Detail and Technical Information
Author
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1 -XWiki.caterina
1 +XWiki.melanie@one-count_com
Content
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1 -{{layout}}
2 -{{layout-section ac:type="two_right_sidebar"}}
3 -{{layout-cell}}
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.
4 + 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 -**OPENING THE CONFIG MANAGER WINDOW**
8 +=== OPENING THE CONFIG MANAGER WINDOW ===
12 12  
13 -**Select UTILITIES from the main menu.**
10 +=== 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"]]
12 +[[image:attach:media_1434738974312.png||align="center"]]
16 16  
17 -**Select CONFIG MANAGER from the sub-menu.**
14 +=== 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"]]
16 +[[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
42 + entered cell number (2072154291),
43 + get code from text message
44 + enter code
45 + form auto populated, and
46 + 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
51 + entered email (melanie@gcnmedia.com)
52 + get code from email and enter
53 + 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
58 + get code from email and enter
59 + 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
64 + get code from email and enter
65 + 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
73 + pass lookup *
74 + get "Email Required – Provide Email to Send Username & Password" pop-up
75 + give email address (melanie@gcnmedia.com)
76 + form auto populated
77 + 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
82 + pass lookup *
83 + get "Email Required – Provide Email to Send Username & Password" pop-up
84 + give email address (melanie@gcnmedia.com)
85 + form auto populated
86 + 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
91 + pass lookup *
92 + 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
97 + pass lookup *
98 + 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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109 109  
110 110  [[image:attach:media_1468953705709.png||align="center"]]
111 111  
112 -//**Screenshot A**//
109 +=== Screenshot A ===
113 113  
114 114  [[image:attach:media_1468954476505.png||align="center"]]
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 -\\
115 +=== Screenshot B ===
119 119  
120 -**//Screenshot B//**
121 -
122 122  [[image:attach:media_1468954889721.png||align="center"]]
123 123  
124 124  The Edit Profile/Unsubscribe form in this example has one question: Email. You can create a form with as many questions as you wish. Notice the list of subscribed products and the option to renew or unsubscribe from each at the bottom of the form. You can select products that you don't want to appear on this form, e.g. promo mail lists, inactives, etc. This is done in the Other Setting section of the Config Manager.
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Confluence.Code.ConfluencePageClass[0]
id
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1 -65754
1 +65799
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/65799/Utilities - Configuration Manager (v12.x)