Last modified by caterina on 2021/09/23 15:30
From version 3.1
edited by melanie@one-count_com
on 2016/11/09 15:50
Change comment: There is no comment for this version
To version 24.1
edited by caterina
on 2021/09/23 16:30
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 Setup Detail and Technical Information
Author
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1 -XWiki.melanie@one-count_com
1 +XWiki.caterina
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1 1  
2 2  
3 3  {{id name="Start ScreenSteps Content"/}}
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.
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.
5 5  
6 6  This lesson provides detail on these settings and configurations.
7 7  
8 -=== OPENING THE CONFIG MANAGER WINDOW ===
11 +**OPENING THE CONFIG MANAGER WINDOW**
9 9  
10 -=== Select UTILITIES from the main menu. ===
13 +**Select UTILITIES from the main menu.**
11 11  
12 -[[image:attach:media_1434738974312.png||align="center"]]
15 +[[image:attach:Screen Shot 2021-09-23 at 4.20.31 PM (2).png||thumbnail="true" height="250"]]
13 13  
14 -=== Select CONFIG MANAGER from the sub-menu ===
17 +**Select CONFIG MANAGER from the sub-menu.**
15 15  
16 -[[image:attach:media_1434739014970.png||align="center"]]
19 +[[image:attach:Screen Shot 2021-09-23 at 4.27.28 PM (2).png||thumbnail="true" height="250"]]
17 17  
18 18  This will open the Configuration Manager main window, as shown below.
19 19  
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39 39  ~1. Record has: Email = no, Phone = no
40 40  
41 41  get prompt asking for email or cell # to send verification code
42 - entered cell number (2072154291),
43 - get code from text message
44 - enter code
45 - form auto populated, and
46 - 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
47 47  
48 48  2. Record has: Email = no, Phone = yes
49 49  
50 50  get prompt asking for email or cell # to send verification code
51 - entered email (melanie@gcnmedia.com)
52 - get code from email and enter
53 - form auto populated
54 +entered email (melanie@gcnmedia.com)
55 +get code from email and enter
56 +form auto populated
54 54  
55 55  3. Record has: Email = yes, Phone = no
56 56  
57 57  get message the verification code was sent to 'melanie@gcnmedia.com'
58 - get code from email and enter
59 - form auto populated
61 +get code from email and enter
62 +form auto populated
60 60  
61 61  4. Record has: Email = yes, Phone = yes
62 62  
63 63  get message the verification code was sent to 'melanie@gcnmedia.com'
64 - get code from email and enter
65 - form auto populated
67 +get code from email and enter
68 +form auto populated
66 66  
67 67  **With Lookup Questions*** Selected:*
68 68  Enter First Name and Last Name
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70 70  ~1. Record has: Email = no, Phone = no
71 71  
72 72  get lookup question
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
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
78 78  
79 79  2. Record has: Email = no, Phone = yes
80 80  
81 81  get lookup question
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
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
87 87  
88 88  3. Record has: Email = yes, Phone =no
89 89  
90 90  get lookup question
91 - pass lookup *
92 - form auto populated
94 +pass lookup *
95 +form auto populated
93 93  
94 94  4. Record has: Email = yes, Phone = yes
95 95  
96 96  get lookup question
97 - pass lookup *
98 - form auto populated
100 +pass lookup *
101 +form auto populated
99 99  
100 100  * On fail lookup, a message to to complete the form is presented.
101 101  ** 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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106 106  
107 107  [[image:attach:media_1468953705709.png||align="center"]]
108 108  
109 -=== Screenshot A ===
112 +//**Screenshot A**//
110 110  
111 111  [[image:attach:media_1468954476505.png||align="center"]]
112 112  
113 113  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.
114 114  
115 -=== Screenshot B ===
118 +\\
116 116  
120 +**//Screenshot B//**
121 +
117 117  [[image:attach:media_1468954889721.png||align="center"]]
118 118  
119 119  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]
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1 -65784
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1 -https://info.onecount.net//wiki/spaces/OD/pages/65784/Utilities - Configuration Manager (v12.x)
1 +https://info.onecount.net//wiki/spaces/OD/pages/65754/Utilities - Configuration Manager