User Manual - n/a - factline Webservices GmbH

User Manual - n/a - factline Webservices GmbH
User Manual
For the platforms of the factline Community Server
Version: May. 2003
factline Webservices GmbH, www.factline.com, [email protected]
Praterstr. 15/4/15, A -1020 Wien; t: +43/1/218 85 03, f: +43/1/218 85 02
Contents:
Part I: General Introduction........................................................ 3
1.
2.
3.
4.
5.
Introduction.........................................................................................3
User Possibilities in the FCS-Platform ....................................................4
Registration/Login ................................................................................5
Navigation of the Platform ....................................................................6
Overview of Services............................................................................7
Part II: Creating Contents ........................................................... 9
6.
Creating Information/Uploading Files.....................................................9
6.1. Explanations of Individual Fields (alphabetical lists).................................... 10
6.2. Working with the facttext-editor in „Facts“................................................ 12
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
Meaning of the infoID .........................................................................13
Information About Versions ................................................................13
Publishing Information........................................................................14
Updating Information .........................................................................15
Organizing/Moving Information...........................................................15
Erasing Information............................................................................17
References.........................................................................................17
Integrating Pictures ............................................................................19
Authorization System .........................................................................21
Group Functions .................................................................................23
Part III: Services in Detail ........................................................ 25
17.
18.
Notification ........................................................................................25
Working with the Dialog......................................................................26
18.1 Forum ............................................................................................... 26
18.2. factchat ............................................................................................ 27
19.
Creating/Editing Partners ....................................................................28
20.
HTML Tips and Tricks..........................................................................29
20.1.
20.2.
20.3.
20.4.
20.5.
General HTML Information ...................................................................
Formatting Text .................................................................................
Formatting Tables...............................................................................
Colors ..............................................................................................
Reference to an E-mail Address.............................................................
29
30
32
34
35
Part I: General Introduction
1. Introduction
In this manual we will explain to you all the functions and services that users on
factline Community Server based platforms will need to know. You can also find
a version of this manual online at http://fcs.kundenplattform.com, under the
heading, “Usermanual english.” Besides this, you can also find an interactive
tutorial at the URL address http://fcs.kundenplattform.com, under the FCS
testline listing, “English.”
To be able to run a FCS-platform, people with three different levels of privileges
are needed. In order to better understand and operate these FCS functions, we
would like to begin by giving you a short explanation:
There
1.
2.
3.
are 3 levels of privileges in the functional hierarchy:
System Administrator
Platform Administrator
User
Users’ privileges, in this case, your privileges, can be found at the lowest level of
the hierarchy. For the purposes of this manual, the FCS hierarchy can be better
clarified using an analogy of the construction and use of a house:
•
•
•
•
The purchaser (designer) announces how the house (in our case, the
platform) should appear.
The system administrator (builder) transfers a ready-made, turnkey house
(platform) to one or more platform administrators (new owners).
The platform administrator sets the house rules, divides the users into
groups, sets the password for each user, and can also structure the
arrangement of the house, (the platform arrangement).
A few users visit the house alone, while others inhabit it. Inhabitants have
different keys with which they have access to different rooms. In these
rooms they help then with its arrangement, expand or change it, etc.
Entry doors for which they possess no key, are not even visible to them.
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2. User Possibilities in the FCS-Platform
Users have different rights upon their being assigned to a user group with a
given set of permissions. In principle, a user can only see those services and
contents allowed by the authorization set for him/her (See Chapter 15:
Authorization System).
A user can:
• Register
• Change his/her password
• Change his/her settings (user data such as address, telephone number,
photo...)
• Retrieve reports (“notifications”) concerning the modifications of texts
• Query contents (the authorization system controls who sees what)
• Enter contents (if the services “images” and “downloads” are activated,
they can also upload pictures and externally-created data files)
• Combine contents with each other (“link”)
• Change contents (Permission settings control who is permitted to edit)
• Hide contents (Permission settings control who can delete what)
• Set permissions for new or modified contents
• Come into contact with other users (ping, chat…), if these services are
toggled on.
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3. Registration/Login
Registration / Login
In order to be able to work on your platform, you will first have to register. First,
click "Login" in the header and then on the link, "register" below the Login-fields.
Now fill out the required fields of the application and click the "next" button.
Once you have completed the registration process, you will receive your
password immediately, as it is sent to the e-mail address you had previously
entered. Should you not receive an e-mail with your password, please contact
Factline: [email protected] Your password, along with all your other
information, can be altered at any time by navigating to the "Settings" in the
menu bar.
If you are already a registered user (and thus have a user name and password),
you can login by clicking the "Login" command [See Figure 1 below]
You have forgotten your password? Click the "Forgot your Password" link
found on the login page and enter the user name and e -mail address you used
to register. Within a few minutes a new password is sent.
Figure 1: Login
Settings / Passwort
Once you have logged yourself in, look on the right side of the menu list to find a
“Settings” button. All personal settings are specified within the “Settings” subsection. These are divided into five areas. Under “basedata”, “telephone” and
“address,” you can review and specify the contents of your “Business card”.
Every user can access this data, if your name appears as publisher of a fact (a
piece of information).
Figure 2: Settings
With „password“ you can change your password.
Under the “notification settings” you can request automatic notifications about
changes that are made to your platform (for more further information, see
Chapter 17: Notification).
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4. Navigation of the Platform
Menu bar:
In the header you will find a menu bar with all the services on the left side and
the Settings, Users Online, and the Login/Logout on the right side [See Figure 3]
Pathline:
Beneath the header of your platform, you will see a pathline that shows you in
which area of your platform you are currently at ("Home : Facts : First Steps ").
If you would like to jump to a higher part of the hierarchy, simply click the
appropriate designation in the pathline (for example, "Facts"). [See Figure 3]
Search function:
The search function (Search) you will find on the right side in between the menu
bar and the pathline. This will enable you to search through all the texts on the
platform using certain keywords: Enter the keyword, click the "go" button, and
you will be shown the appropriate hits. [See Figure 3]
Menu bar
Pathline
Search function
Figure 3: Navigation
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5. Overview of Services
You can directly access all the other available services on your platform by
clicking the respective name in the menu bar.
[See Figure 3]
The chosen designations in this manual the standard names chosen by
factline. Other designations for menu items are possible.
Facts
The service "Facts" is suitable for storing extensive amounts of content on the
platform. You can build any wide and/or deep hierarchical tree. Folders, texts,
and other pieces of data can be included as elements of the structure.
News
In the Service "News" users can read through the latest news. The entire news
archive can be searched through by author, date, or news type.
Dialog
In the dialog area users can make direct contact with experts, other users, or the
public. This is allowed via two different services, "Forum" and "factchat." For
further details about this service see -> Chapter 18: Working with the Dialog
Forum:
Here you can post ("write") short statements regarding a particular theme. With
the help of a structured question-and-answer construction, discussions among
multiple people can be facilitated.
factchat:
A chat (real-time communication over the Internet) with expanded functions.
The contributions of the chat participant will be spatially positioned. In this way,
seeing the relationship between texts is better facilitated. In addition, all
contributions are saved in a searchable archive.
Events
Users' appointments will be displayed using the "Events" service. There is the
possibility to define different event-types, after which certain appointments can
be selected.
Links
The "Links" service offers the possibility of archiving important and interesting
references on the world wide web. The different entries are searchable by types.
Library
In this service you can manage a bibliography. The different literature-entries
are searchable by types.
Downloads
The service "Downloads" allows users to place downloaded files at their disposal.
You can write a description for each file that is downloadable. The download itself
starts automatically with just a mouse click.
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Partner
In the partner field of the header associate logos change after a defined delay.
These logos can be linked to the appropriate websites. For further details
concerning this service, see -> Chapter 19: Creating/Editing Partners
Users online - Ping
Online users will display all users except you that are currently online and also
offers you the possibility of contacting them (ping).
Ping – If you want to contact someone, simply click on the ping button next to
the appropriate name, however you can only see this “ping” when you have the
permission for it. Thereupon opens a small window, in which you can write your
message. Once finished, click "Send" – the message appears immediately on the
screen of the recipient. The recipient then has the possibility to reply directly to
the message.
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Part II: Creating Contents
6. Creating Information/Uploading Files
It doesn't matter which type of information (text, folder, file, news, new forum,
forum contribution, event, associate logo, etc.) you would like to create and
publish – the necessary steps are always the same.
Navigate to the position of your platform, upon which you would like to create
the information. Click the desired icon or the desired link and a form will appear.
The different information types will be represented on the platform through
icons (Folder:
, Text:
, File:
) or through links (add news, add event,
etc.). You find all of them on the left side.
If you can see neither Icons nor links, then you do not have an authorization
to provide information and/or upload files (see Chapter 15: Authorization
System). Ask your platform administrator.
Please fill in all fields of the form and then click "next >>", in order to proceed
(or "cancel", to end) the procedure.
There are three possibilities of text entry:
1) Text-Mode: The text entry can be formatted with simple HTML-tags. The use
of the Enter-button for word-wrapping is possible.
2) HTML-Mode: The text must have begun with <html> and ended with
</html>. Word wrapping can only be accomplished by entering the tag <br>.
This variation is necessary for complex HTML syntax (particularly with tables!).
(See Chapter 20: HTML Tips & Tricks
3) facttext–editor–Mode: This mode is only available in the service „Facts“.
With the help of the facttext-editor you can, as in Microsoft Word, write and
format texts. You can find detailed help about its use by reading through
Chapter 6.2: Working with the Facttext-Editor in "Facts".
If you click "next >>”, the system will store the information and display it in the
complete layout with the appropriate infoIDs. (See Chapter 7: Meaning of the
infoID).
At this time the information is only visible for you personally. Only if it were
published by you, would it be accessible for those you have entitled to see it.
(See Chapter 9: Publishing Information)
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6.1. Explanations of Individual Fields (alphabetical lists)
Author
In this field you can enter the name of the author. If new information is provided, the
system automatically registe rs the logged in user. If this, however, is not the actual author
of this text, one can easily enter the correct name. By the additional statement, "Published
by," below the text, one can recognize who published the text.
Copyright
Please enter who possess the copyright to this information.
Date
The system gives you today's date as the default setting. If you would like to enter
another date, please take note of the f ollowing format: JJJJ-MM-DD, for example, 200205-27.
Description
In this field you can enter the description of the information (of a picture, an uploaded file,
etc.)
Event type
Select the appropriate type from the pull-down menu in order to categorize your event
message. Via types other users will be able to filter the events. Should only the option
"all" be displayed, no types were defined by the platform administrator.
File data
This form field allows you to upload documents to the platform: Click the button "Browse"
right next to the field "file data". It opens the standard Windows-Explorer window. Then
navigate to the directory in Explorer where the uploaded information is located, click the
data name and then click "open." The path is indicate d to you in the field "file data" of
your platform.
Internet type
Select the appropriate type from the pull-down menu in order to categorize your link. Via
types other users will be able to filter the links. Should only the option "all" be displayed,
no types were defined by the pAdmin.
Language
Here you can, if it's available in the pull-down menu, assign a language to your text.
Literature type
Select the appropriate type from the pull-down menu in order to categorize your literature
information. Other users are given the possibility of filtering the literature information.
Should only the option „all“ be displayed, no types were defined by the pAdmin.
News kind
Please enter the kind of news: Abstract by XY, Press release, etc.
News type
Select the appropriate type from the pull-down menu in order to categorize your news.
Via types other users will be able to filter the news. Should only the option "all" be
displayed, no types were defined by the pAdmin.
Password
Please note: 1. The password can also consist of numbers and/or a combination of
numbers and characters. 2. The password is case-sensitive.
Bitte beachten Sie: 1. das Passwort kann auch aus Zahlen, bzw. einer Kombination aus
Zahlen und Zeichen bestehen. 2. das Passwort unterscheidet Groß- und Kleinbuchstaben.
You can decide which group should be permitted to read and/or edit information. You can
choose between two options:
Authorization
„standard“: The system copies the permissions from the next higher level. Here there
are two different variations. If a piece of information is created for the first time, the
authorization settings of the pAdmin are taken over. If a piece of information is edited,
the authorization settings of the previous version are assumed. In each case, the current
standard settings are always indicated at the end of the input form.
“advanced”: As soon as you click “next >>,” you come to a list of all the authorization
groups added by the platform administrator. You assign permissions by clicking the
respective checkbox ( ) for reading („read“) and/or the writing permission („modify“).
With the „set“ button the changes take effect. (You can find exact information for these
permissions in Chapter 15: Authorization System.)
Place
Place of news/event, etc.
Publishing house Please enter the publish house, where the book/magazine appears.
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Screenprint
Here you can e nter the infoID of a screen print picture. This screen print must be loaded
on the platform before however in the service „Facts“ under „add/browse images“ -> „add
new image.“ (See Chapter 14: Integrating Pictures).
A screen print should not be wider than 400 pixels. In order to find the infoID of an
already loaded screen print, click „browse images“; a list of all the available pictures will
be displayed for you.
Seconds
This field is only relevant to the service „partner.“
Several alternating partner logos can be represented in the header. In this field you
specify how long the respective partner-logo will be displayed: So you could set, for
example, all partner logos to change after a period of 10 seconds or a logo to fade out
after 30 seconds, and set the others however to just one second.
Shortname
The selected short title appears in the pathline.
Source
Please indicate the source of the information here.
There are two possibilities for text input:
Text
1) Text-mode: The text input can be formatted with simple HTML tags. The use of the
enter key for a word-wrap is possible.
2) HTML-mode: The text must begin with <html> and end with </html>. Word-wrapping
can only be entered with the tag <br>. This variation is necessary for a complex HTML
syntax (particularly for tables!). (See Chapter 20: HTML Tips and Tricks)
Title
Enter a title.
URL
Please indicate here the URL of the links of the reference work. Please note: E very URL
should already begin with the string “http://”.
Username
Please select a username. With this username you identify yourself on the platform.
Year
Please indicate the year of publication for the work.
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6.2. Working with the facttext-editor in „Facts“
The following functions are available with the facttext-editor: setting fonts as
bold, italicized, and underlined, changing font colors and size, aligning text,
creating listings, inserting pictures and links (internal and external), and creating
simple tables.
Creating Texts
You have already clicked the button
and saw the input mask before you.
Click now on the left side on the red link “switch to facttext editor mode,” in
order to call up the facttext-editor. Please be patient, as your browser will need
some time to load the editor.
You can now begin to enter your text into the facttext-editor-window. In order
to format, select the desired text and click on the appropriate button.
Creating tables:
Please note, that only very simple tables can be created with the facttexteditor. Pasting pictures and dividing rows is not possible!
As the first step, select “create table” from the table menu. A pop-up window
will open and you will be asked how many columns your table should have.
The first row of the table will be created. Subsequently, one can supplement
the table with further data, e.g., the number of rows. In addition you can
position your cursor in the table and select the appropriate function from the
table menu.
As soon as your text entry and formatting is completed, click “next>>”.
Converting between HTML-mode and facttext-editor-mode
When one creates and edits a text, one should decide on one of the two input
modes. Changing between the two modes is possible, however you must note
that during conversion, much of the formatting is lost.
If you nevertheless would like to change the editing mode, click on the red link in
the left column, that says either “switch to html plain text mode” or “switch to
facttext editor mode”. In both cases a pop-up window will open, in which you
are warned about the loss of formatting, should you continue. Here you can still
cancel the conversion or proceed as desired.
Conversion from HTML -> facttext:
With this variant, you have the choice between an “advanced” or a “fast”
conversion. The advanced conversion attempts to obtain a portion of the
HTML coding, but cannot always deliver successful results. If the result
doesn’t meet your expectations, click right below on “cancel” in order to
receive the original HTML variation. With the fast conversion, all HTML codes
are automatically deleted and converted to pure text.
Conversion from facttext -> HTML:
This conversion is somewhat more successful than the opposite variant.
Tables are lost, however, in all cases.
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7. Meaning of the infoID
The infoID is an important element in that it enables you to relocate and identify
created information. Every composed piece of information on the platform will be
automatically assigned an infoID by the system. The infoID is a unique
combination of numbers that allows the published information to be easily
identified. Of practical importance, the infoID is particularly useful for reference
purposes (see Chapter 13: References).
The infoID is a combination of two parts:
102070.12
Main Number
Version Number
Main Number:
One sequential, automatically created number combination.
Version Number:
This results from editing new versions of a document. In
order to be able to distinguish between these versions, a
version number is always attached after the main number.
The main number of the infoID is constant. The version number is used on the
platform in two further modified forms:
102070-edit
„-edit“ Instead of the version number, this indicates that the
document being worked on has not been published yet.
102070.0
If you always want to reference to the most recent document
available, type „0“ at the end of the infoID in place of the
version number (see Chapter 13: References).
8. Information About Versions
The FCS has its own version system. With this you can update and/or edit
documents, without the losing the older version. The individual versions are
categorized by the version number on the end of every infoID (see -> Chapter 7:
Meaning of the infoID ). With the help of the infoID, you can also link to
special versions (see - > Chapter 13: References).
With the selected write authorization (write permissions), you determine who is
permitted to edit a document. Permissions are always assigned to groups.
Warning: It is possible for several users to be working simultaneously on the
same new versions. Note that this will not result in a collective version. As
long as a version is not published, any altered contents are not visible.
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Concerning Download Versions
In the service “Downloads” you can upload externally-created documents and/or
data (e.g., from Word, Excel, Powerpoint). For every uploaded document, a
short description can be published.
A new version of a downloaded fact can include newly-uploaded, external data or
single, unchanged description text. A downloaded fact is always only the most
current version of the external data available. As soon as the editing of a
downloaded fact is uploaded as new data, the “old data” from the server is
deleted. Keeping the data from all available downloaded fact versions is not
possible at this time.
9. Publishing Information
So long as you don’t click „publish“ [S ee Figure 4], the information is not
published and is only viewable by you. The system has already assigned an
infoID, which for the time being, replaces the version number with „edit“. “ [See
Figure 4],
Unintentional, parallel editions are prevented: As long as the version being
worked on of an existing text is not published, it is not possible to create a
further version of this text.
In order to publish information, you can either click „publish“ directly after
creating/editing it, or first work on several documents and publish them
altogether in one step. For this, you have to navigate to the list of documents in
the appropriate folder. There, beside every still unpublished piece of information,
you see a checkbox ( ). Check all the documents that you would like to publish
and click on „publish all selected items“ beneath.
infoID
edit/delete/publish - Functions
Figure 4: edit/delete/publish – Functions
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Once the information is published, every permitted user can read it (see Chapter
15: Authorization System). Below this text you can check which user published
this text. The system automatically records the name of the logged on user.
Every time that a text is changed and newly published, you can see the names of
the logged-on users who made the changes under „Published by.“
10. Updating Information
You are only able to see the option „edit“ when you have been permitted for this
purpose. This is the case in all services. However, make sure you are already
logged on.
One click on the „edit“- button [See Figure 4] brings you to an input mask. You
can work on the information yourself there, changing read or write permissions,
etc.
In case you want to edit a document which has already been edited directly by
another user, (that is, if this new version still hasn’t been published), you’ll
receive an error message. Editions in this case are not possible.
If you have published your changes, the updated version number‚ overwrites
“the original” and thus receives a higher version number e.g.: infoID=“02095.2”
instead of before infoID=“102095.1”.
If the information was updated, it is nevertheless still possible to refer to an
older version. With the creation of the references you can decide if you would
like to refer to a certain version or to the most current version (see also:
Chapter 13: References).
On the platform it is also possible to upload documents that were created in a
certain application.
If you want to update such a document, you must first edit and then save the
files on your computer (either your harddrive or your network). Subsequently
open the input mask for the document to be updated on the platform (as
decribed above by clicking the „edit“ button). There you can now insert the
updated file in the field „File Data (upload new file)“ (see also Chapter 6.
Creating Information/Uploading Files) and existing document will be replaced.
11. Organizing/Moving Information
In the service „Facts“ you have the possibility to upload large quantities of text
and folders, as well as files. For this, it will of course be necessary to afterwards
arrange these documents. Notice the arrows directly to the right of the „edit |
delete“ options. If you want to rearrange information, you have to check the
information with one mouse-click. For this, use the radio button next to the
„delete“ option. After that you have the choice between three possibilities:
1) Place the informatio n you would like in the same level before the other
information:
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Click the arrow by the document, over which you want to move your
selected document (for example, info fields). To help you, by every arrow
appear „info fields“, if you move the mouse over it [see Figure 5 ]
Highest arrow
Info-Field
Figure 5: Rearranging information within and between levels
2) Shifting information to a higher level:
Click the highest arrow, so that the selected document (for example, info
fields) is shifted to the next highest level. [see Figure 5]
Double Arrow
Figure 6: Moving information to another folder
3) Placing information in another folder:
Click the double arrow (outside right) of the desired folder [see Figure 6].
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12. Erasing Information
In all the services, irrespective of the type of information, the option „delete“ is
visible [See Figure 4] if you have the permission to delete this information.
If you click „delete,“ the system inquires if you are sure that you want to delete
this information. Clicking „delete“ one more time deletes the information. If you
would like to cancel this procedure, click „cancel“ or close the Pop-up window
with the -button on the right top part of the window.
13. References
With an infoID, you can reference every piece of information that is stored on an
FCS platform. Of course, you can also link to any documents on the Internet
using an internet address (Uniform Resource Locator - URL).
Online Help
If you open an entry input field, you can always find a summary of linking
possibilities on the left side under „How to link.“
Referencing to an infoID:
In contrast to the conventional link, in which only the address of a site on the
Internet is indicated (a link to a URL), the information on a factline Community
Server is referenced directly via an „infoID“ (see chapter 7: Meaning of the
infoID). The advantage of this consists of the fact that a link to the appropriate
piece of information (even if a document is moved to another folder or even
another platform) always remains intact and identifiable. There are no „dead
links“!
What is the desired document’s infoID?
In most cases you will not know the infoID of the desired document offhand.
Therefore you will find on the left column next to every area for entry input,
the link „search infoIDs“. If you run this, a search field opens, in which you
have to enter a keyword of the desired document. After clicking the „search“
button, a list is displayed of all the documents available on the platform that
contain your keyword (with their respective infoIDs).
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In order to refer to a document using an infoID, you have two possibilities in the
syntax entry.
Short form:
<factlink 102491.0/>
In this case the title of the document to be referenced will be
automatically displayed as a link which is „linked“ to the most
recent version of the document.
Long form:
<factlink 102070.43>Old Introductory
version</factlink>
In this case, the designation of the link is created independently
of the title of the document. Moreover, this is linked specifically to
the file version number 43.
If you would prefer that the reference be opened in a new window, use the
following syntax:
Short form:
<factlink 102491.0 target="_blank"/>
Long form:
<factlink 102070.43 target="_blank"> Old
Introductory version </factlink>
Reference to an Internet address (URL):
If you would like to link to information on the Internet, please type the
conventional HTML syntax:
<a href="http://www.factline.com/">Designation</a>
Here you can also specify that the reference should be opened in a new window:
<a href="http://www.factline.com/ "target="_blank">factline
Homepage</a>
You can insert more HTML commands within the text field. You can read more
details in Chapter 20: HTML Tips and Tricks.
References from external documents using an infoID:
Suppose you want to paste a link to information on an FCS platform in an e-mail.
You can make this possible with the following URL:
http://fcs.kundenplattform.com/infoID/104247.0
Should registration be necessary for reading this information, the link will point
directly to the login-page of the platform. Once the user has successfully logged
in, the desired information will be displayed by his browser.
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14. Integrating Pictures
In order to be able to include a picture („image“) in a piece of text, there are two
necessary steps: First the picture will have to be uploaded to the server, in
Service „Facts“ (Upload and placement of an infoID). After that you can
reference the uploaded picture to the desired location.
1. Upload:
If you would like to upload pictures, please navigate to Service „Facts“ and click
„add/browse images“. After that click „add new image“, in order to upload the
desired picture to the platform from your local network. For this purpose, click
the button „Browse“ right next to the field „File Data.“ The standard window of
Windows Explorer opens. Navigate in Explorer to the directory in which the
uploaded picture is located, click the name of the file and finally click „open.“
The path is then now displayed in the field „file data“.
If you cannot see the „add/browse images“ button, then you do not have the
permission to upload pictures to the platform. Consult your pAdmin.
2. Integration of an Image:
If you work in the facttext-editor-mode of the service “Facts,” you can very
easily paste a picture using the integrated selection of pictures. In all other
cases, you must enter a special code (syntax) which is used to set the desired
position for the picture (here given with example infoID):
<factimage 104281.1/>
In most cases you will not know the infoID of the desired picture by heart.
Because of this, you find on the left column of the page next to the input mask
the link „browse images.“ If you run this, you will get a list of all the pictures
available on the platform including their infoIDs.
If you integrate a picture, it is advisable to specify the width and/or the height of
the graphic. Since the browser can infer how big the graphic will be, the site will
load faster, because the browser designates an accordingly large area in the
place of the graphic not yet loaded. If you do not indicate the width and height,
the browser delays displaying your site until it has read in all the necessary
details from the included graphic files. Furthermore the specification of the height
and width allows you to change the size of the picture.
Enter the following syntax:
<factimage 104281.1 width="30" height="30"/>
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With this syntax contortions can occur if you do not enter the exact width and
height proportions. If for this reason you want to avoid contortions, only enter
one side:
<factimage 104281.1 width="30"/>
OR
<factimage 104281.1 height="30"/>
In order to be able to adjust a picture, take note of the following instructions:
Aligning the
picture
between
paragraphs
<div align=“Ausrichtung“<factimage 104281.0/></div>
Aligning the
picture in the
text
<factimage 104281.1 align="top"/>
Enter one of the following values for an justification:
center = the picture is centered
left = the picture is pasted on the left side (left-justified)
right = the picture is pasted on the right side (rightjustified)
Enter one of the following values for an adjustment:
top = the picture is pasted at its top margin into the text line.
middle = the picture is pasted at its middle into the text line.
bottom = the picture is pasted at its bottom margin into the text
line.
Allowing text
<factimage 104281.1 align="Adjustment" hspace="Left
to flow around right" vspace="TopBottom"/>
a picture
Type in one of the following values instead of an adjustment:
left = Aligns the picture at the left side (text flows around the
right side).
right = Aligns the picture at the right side (text flows around the
left side).
Instead of „LeftRight“, type in a number, for example 10, in
order to determine the pixel distance from the picture to the left
and right edges.
Instead of „TopBottom“, type in a number, for example 10, in
order to determine the pixel distance from the picture to the top
and bottom edges.
Set picture as
a button
<factlink 117559.0><factimage 104281.0
border="0"/></factlink> >
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15. Authorization System
Why permissions?
A sophisticated authorization system makes it possible for the platform
administrator and other information producers to control exactly who is
permitted to read or work on which pieces of information.
The hierarchy:
For every factline Community Server (the server on which your platform runs),
there is a system administrator („Sadmin“), one or several platform
administrators („pAdmin“) and one or several write-permitted users.
If factline is used as the application service provider (ASP), the system runs
on a server powered by factline. In this case, factline takes over the tasks of
the Sadmin.
The Sadmin defines for each platform a group of platform administrators, who
again specify which groups of users may enter the different services. Finally
every user can assign write and read permissions for every piece of information
(fact) they create.
Read Permission ("read"): Read-permitted groups can read, but not work on
or hide text.
Write Permission („modify“): Write-permitted groups can write, work on, or
delete text.
With the creation of a forum there is still a third option:
Post Permission („post“): In the case of the forum, users don’t have the
possibility of deleting or altering the title. Here it is possible to exclusively
answer a posting.
Figure 7: Permission types
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Assigning Permission:
Read and write permissions will be assigned when providing and/or editing
information. Underneath the entry mask you can choose between two options:
„standard:“
The system copies the permissions from the next higher level.
Here there are two different variations. If a piece of
information is completely newly-created, the authorization
settings of the pAdmin are taken over. If a piece of
information is edited, the authorization settings of the
previous version are assumed. In each case, the current
standard settings are always indicated at the end of the input
form.
„advanced:“
As soon as you click "next>>" [see Figure 8], you come to a
list of all the permission-groups set up by the platform
administrator. You assign permissions by clicking the
respective checkbox ( ) for reading („read“) and/or writing
permission („modify“). With the „set“-button the changes take
effect [see Figure 7].
Figure 8: Actual Standard Permission Settings
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16. Group Functions
Permissions can be assigned for every piece of information on the factline
Community Server. Permissions affect the respective groups and not single
users. Basically you must decide between two types of groups.
1. System groups:
These are groups that are created as a standard by the system (not the groups
circumscribed by dashes circles in Figure 9). No users have to be assigned to
these groups by the pAdmin, since the allocation takes place automatically.
Platform Main
Group
This group contains every user that has registered on your
platform. In addition, the system will assign the name of
your platform, for example, „my_platform main group“,
but this can also be changed by the pAdmin.
universe
All registered
„guests“)
guests
All users, who have not yet registered
users
All users, which are registered on any FCS-platform
„users“
and
unregistered
„users“
(=
(guests + users = universe)
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2. Self-defined groups:
These are groups set up and maintained by the pAdmin (not the groups
circumscribed by dashes or dark circles in Figure 9). For each platform as many
user-groups can be defined as desired. The definition of which groups are
available takes place via the platform administrator (pAdmin). Every group can
be assigned to as many users as desired, and also the other way around; users
can be assigned to several different groups.
Figure 9: Groups
The hierarchy while working with groups:
The platform administrator sets up groups and decides on platform levels which
groups have which access rights. So, for example, the platform administrator can
define certain groups to have no access to the service „factchat“, etc.
Furthermore, the platform administrator can pre-define a standard authorization
variant for the publication of information (see Chapter 15: Authorization
System).
The users assign permissions for individual pieces of information, as soon as they
create or work on information (see Chapter 15: Authorization System).
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Part III: Services in Detail
17. Notification
The notification makes it possible for users to be informed about certain changes
of content. The notification is made by e-mail. Users can in this way remain
informed about the changes in a platform without having to search through the
platform regularly themselves. Notification can be activated for the following
three areas:
1.) Service: Be informed about the activities within a service.
2.) Folder: Be informed if a change is made within a file (relevant for the
services, „Facts“, „Downloads“, and „Dialog.“
3.) InfoID: Be informed if a concrete fact has changed.
In order to receive the notification e-mails, certain changes must be made in the
„Settings“. There are two ways of getting to the Notification Settings.
Navigation to Settings in the menu bar
As a logged on user you navigate with the button „Settings“ in the menu bar to
the user settings form. There is a link „change notification settings“ on the left
side of the page. If you click here, you come to the general notification settings
of a platform. Here you must indicate:
1) By which actions (during creation, change, and/or deletion of the pieces of
information) you would like to be informed.
2) How often you would like to be informed about the activities on the
platform.
3) If you would like the text of your notification-email to be formatted or kept
unformatted (some email-programs don’t display HTML-format).
Select, with the help of the checkboxes ( ), the desired settings and click the
„Save“ button. After that you can also select the exact individual services from a
list on the left side of the page, for which areas or documents you would like a
notification sent to you.
Navigation through the individual services
It doesn’t matter in which service you are, there is always on the left side of the
page the link „Notification settings for [Service]“ [see Figure 10] (If you have
opened a form, you will not be able to see this link).
Clicking this link takes you first to the notification settings of this special service.
But you can also navigate from there to the general notification settings and the
notification settings of the other services.
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Figure 10: Notification link by a service
18. Working with the Dialog
In the dialog area you can directly communicate with the other platform users.
Two services are available to you, one asynchronous (Forum) and another
synchronous (factchat). The following will further explain these two services:
18.1 Forum
In the Forum, you can post short statements in a structured, question-answer
lists. You can create as many forums as you like. A forum is divided into three
structural levels. This should allow for the best possible structuring of the
discussion topics:
Forum
Topics
Messages/Postings
Superior title with short description
Division of the main theme (Forum) into a subordinated
range of topics.
Individual messages
Creating a Forum
In order to be able to create a forum, you must first change to the “edit mode.”
To do that, click the link “switch to edit mode” in the left column. Subsequently,
you see the familiar “add” link next to the other services in the left column.
Reading in the Forum
The forum titles and the topic titles are indicated in lists along with some formal
data (author, number of topics and/or postings, date of the last posting, etc.) on
the right side. You may sort these lists at will, according to the formal criteria,
by clicking on the respective column heading. Click on a title in order to display
an underlying level.
The appearance of the individual postings differs from the other two lists by
different appearance settings. To begin, you always see an overview of all the
titles of the individual postings. Question-answer relationships are displayed
according to standard “forum” conventions: each posting begins with a question,
then subsequent postings (answers) follow the questions it attempts to answer.
Once you click a posting, the respective text is opened. If you click a title of
another posting, the previous text is closed and the new one is displayed. In the
left column are a few appearance options for the “posting overview”.
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Figure 11: Posting-Appearance O ptions
When you want to display the texts of all postings on one side, click “all items full
texts.” Thereafter you revert back to the standard display settings with the link
“selected item’s text” (both links change depending upon the appearance).
Furthermore, you can highlight the most recently created postings in red. For
this click the link of the appropriate time frame.
Making a Posting
Click the title of the posting you would like to respond to. At the end of the page
now appears an answer form in which you can enter your text. Click “add reply,”
in order to save your posting.
The answer form is not displayed if you have chosen the display setting, „all
items full texts”.
18.2. factchat
In the factchat (synchronous), you can have simultaneous discussions with other
users (chat). There is always only one factchat per platform. Click on the
factchat link in the dialog area. A Java applet now loads. You will require a
java-enabled web browser in order to be able to initiate a factchat session.
Normally, there shouldn’t be problems starting factchat. In case there are,
please check over your browser settings:
MS Internet Explorer
Select „Internet Options“ from the „Tools“ menu of your
browser. Then click the “Advanced” tab. From the long
list of options that follow, find the heading, “Microsoft VM”,
and select “JIT compiler for virtual machine enabled.”
Save the settings by clicking “OK”. Then, close all Internet
Explorer windows and restart the browser.
Netscape Communicator
Click „Preferences“ from the „Edit“ menu of your browser.
There, click the “Advanced” tab and select “Enable Java”.
Save your new setting by clicking “OK”. Subsequently,
close all Netscape windows and restart the browser.
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Should problems nevertheless still arise, please read through the information
posted at our factchat customer platform at
http://factchat.kundenplattform.com/InfoID/112107.0
Login and Nickname-Color-Selection
Enter a desired nickname and click the login button. Subsequently the java
applet opens factchat, and prompts you to select a chatroom. Most of the time,
however, only one chatroom is offered. In such cases, color selection appears
simultaneously. As soon as you have selected a color, the chatroom opens and
you can begin.
Chatting – Writing messages
Now you find yourself in the „chat-mode“, in which you can post messages. To
post, you must click anywhere within the gray region (input window). The text
input cursor appears and you can then type in your text. In order to fix a place
for the message in the input window, so that all users can read it, you must
press the “enter” key. Before you press “enter”, however, you have the
possibility of using your mouse to move your text window anywhere within the
input window.
Orientation and Clarity
So that you can distinguish between new and old messages, with the passing of
time, you see that old messages become more and more pale and eventually
disappear into the background. Therefore the newest messages are the clearest.
With the help of the Zoomer (right under the input window), you can individually
adjust how many messages should be displayed simultaneously in the input
window.
You can find more information on our factchat customer platform:
http://factchat.kundenplattform.com/InfoID/112156.0
19. Creating/Editing Partners
In your header there is a possibility to activate the service „Partner“. This
service concerns a small window on the right side, in which logos appear at
different time intervals. Here you can let your partner or other acting parties on
the platform advertise their logos.
Work procedures:
|1|
|2|
|3|
Upload the logos to the platform under „Facts/browse images/add
image“ as .gif with the size of 80x64 pixels. (see Chapter 14:
Integrating Pictures).
Click somewhere within the partner window to the right of your
header.
Under „add partner“ you can paste the individual logos with their
corresponding infoID. Don’t forget to fill out the field „Seconds“.
This indicates how long a logo should be displayed. If necessary you
can submit further information by filling out the „Description“ field
for this partner (e.g., address of the homepage).
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20. HTML Tips and Tricks
In this chapter we have summarized basic HTML instructions for you, so that you
can arrange your texts, which normally are entered unformatted directly into the
form. If you want to learn even more about this topic, we recommend to you the
web site www.teamone.de/selfhtml.
20.1. General HTML Information
HTML is the abbreviation for „Hyper Text Markup Language“. HTML is the format
in which the text and hypertext information is transmitted and saved in the
World Wide Web (WWW). For the WWW you can’t create the layout of your text,
as you would in Word for each respective paper. Using HTML texts on the
Internet, you arrange the layout with logical HTML instructions („tags“). These
tags can be differentiated from normal text, such as they are written between
small and larger-sized characters <xxx>.
Most HTML instructions come in pairs, with a „Start-Tag“ in the form <xxx> and
an “End-Tag” in the form </xxx>. These command pairs indicate in each case
the meaning of the text lying between them. Thus, e.g., between <b> and </b>
bold text is displayed.
Some HTML instructions come individually, thus without an end tag. They
designate certain elements that stand between the text. So for example, <hr>
means a line between two paragraphs.
The HTML instructions in pairs must always be entered correctly. This is
illustrated by the following example using indented input lines. What the
individual tags mean can be found in Chapter 20.2: Formatting Text.
<p> The first paragraph.
</p>
<p> Two
<u>
<b> underlined, bold
</b>
</u>
Words in the second paragraph.
</p>
After this paragraph comes a line:
</p>
<hr>
<p> That is the last paragraph.
</p>
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Start-tags and stand-alone tags sometimes include additional indications called
attributes.
<div align="center">Everything centered</div>
Align=“center“ causes the text to be center justified (align = alignment, center =
centered).
20.2. Formatting Text
Bold type:
Preview:
<b>bold words</b>
Underlined:
<u>underlined words</u>
Preview:
underlined words
Italics:
Preview:
<i>italic words</i>
Word wrap:
Text old row<br>Text new row
Preview:
Text old row
bold words
italic words
Text new row
Paragraph:
<p>Here begins
ended.</p>
Preview:
Here is a very simple sample text which serves to fill two
rows.
a
paragraph,
and
here
it
is
Here begins a paragraph, and here it is ended.
Here is yet another very simple sample text which serves to
fill two rows.
Lines between
two paragraphs:
First paragraph <hr> second paragraph after the
line.
Preview:
First paragraph
Second paragraph after the line
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Unordered lists
(Bullets):
Preview:
Ordered lists:
<ul>
<li>List entry</li>
<li>List entry</li>
</ul>
•
•
List entry
List entry
<ol>
<li> List entry </li>
<li> List entry </li>
</ol>
Preview:
Text alignment:
1.
2.
List entry
List entry
<div align="center">Everything centered</div>
<div align="left">Everything left justified </div>
<div align="right">Everything right
justified</div>
<div align="justify">justified text justified text
justified text justified text justified text
justified text</div>
Preview:
Everything centered
Everything left justified
Everything right justified
justified text justified text justified text
justified text justified text justified text
Font size
Normal text
<font size ="+1">Text that is about 20 units larger
than normal text</font>
<font size ="-1">Text that is
smaller than normal text</font>
Preview:
about
20
units
Normal text
Text that is about 20 units larger than normal text
Text that is about 20 units smaller than normal text
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20.3. Formatting Tables
Tables are not only used in their normal representation, but also in order to be
able to position texts and graphics accurately next to each other. In this second
case, so-called invisible tables are pasted.
Invisible Tables
<html>
<table border="0" cellpadding="2",
cellspacing="5">
<tr>
<td>Text of the first column</td>
<td>Text of the second column</td>
</tr>
</table>
</html>
Preview:
Text of the first column Text of the second column
The edges of the tables are set to the equivalent of zero and are therefore not
visible. Cell padding and cell spacing denote the space from text to the edge of
the cell and/or between the individual cells. More details on this can be found at:
http://selfhtml.teamone.de/html/tabellen/gestaltung.htm#abstand.
Connected cells
<html>
<table border="1">
<tr>
<td colspan="2">Water consists of</td>
</tr><tr>
<td width="">H<sub>2</sub></td>
<td>O</td>
</tr>
</table>
</html>
Preview:
Water consists of
H2
O
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Cells with size
specifications
<html>
<table width="400" cellpadding="2"
cellspacing="5">
<tr>
<td width="100">Text of the first column, that
now is reduced to 100 pixels.</td>
<td width="300" valign="top"><font
color="#000099">Text of the second, substantially
wider column (300 pixels), in which now appears
the essentially longer, colored text.</font></td>
</tr>
</table>
</html>
Preview:
Text of the first
column, that now
is reduced to
100 pixels
Text of the second, substantially
wider column (300 Pixel), in which
now appears the essentially longer,
colored text.
Special Characters
Some special characters have a certain function within HTML-coding and are
automatically interpreted by the system instead of being displayed. In case you
want such characters to be displayed as normal text you have to use the <text>tag.
Special
characters within
text:
Here I want to display an example of HTML-Code as
normal text:
<text><b>This
is
the
way
of
writing
bold
text</b></text>
Preview:
Here I want to display an example of HTML-Code as normal
text:
<b>This is the way of writing bold text</b>
Blank-Code
With „invisible tables“ you will use empty cells more frequently. But so that the
width of the appropriate cell is not reduced to 0, it is helpful to enter a blank
code into the cell. This is "&nbsp;" oder "&#160;"
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20.4. Colors
Basically there are two possibilities in defining colors in HTML:
•
•
By indicating the RGB value of the desired color in hexadecimal form (RGB
= Red/Green/Blue value of the color)
By indicating the name of a color
The advantage of the hexadecimal color value is that it works independently of
the browser and there exists a selection of 16.7 million colors.
If you enter the color name, you circumvent the somewhat difficult definition of a
color in hexadecimal mode. At present however only 16 colors are officially
standardized. More colors exist, but this depends upon the browser used.
Hexadecimal-Color Values
If you define colors directly in hexadecimal mode, you must arrange the desired
color using specifications regarding the three basic colors red, green, and blue
(RGB values). Each hexadecimal color definition has 6 digits and takes the
following form: #XXXXXX. First note the pound (#) symbol, after which follows
six positions for the color definition. The first two places define the red value of
the color, the second two places the green value, and the last two places the
blue value.
Hexadecimal numbers are: 0,1,2,3,4,5,6,7,8,9,A,B,C,D,E,F. There are thus 16
possibilities for a hexadecimal number. For each color value (red, green, blue) 2
numbers are available. That makes 16 x 16 (= 256) possible combinations of a
color value.
Example of colored text with hexadecimal values:
<font color=“#FF0000”>red words</font>
HTML-Code:
<font color=“#0000FF”>blue words</font>
<font color=“#00FF00”>green words</font>
Preview:
red words
blue words
green words
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Color names of the 16 basic colors
In order to define a color with the help of a color name, simply enter the desired
color names in place of the hexadecimal RGB value. The following color names
have been a component of HTML since version 3.2 and are understood by many
world wide web browsers.
Color Name
Black
Maroon
Green
Olive
Navy
Purple
Teal
Silver
Hexadecimal
Value
#000000
#800000
#008000
#808000
#000080
#800080
#008080
#C0C0C0
Color Name
gray
red
lime
yellow
blue
fuchsia
aqua
white
Hexadecimal
Value
#808080
#FF0000
#00FF00
#FFFF00
#0000FF
#FF00FF
#00FFFF
#FFFFFF
Example of colored text with color name:
<font color=“red”>red words</font>
HTML-Code:
<font color=“blue”>blue words</font>
<font color=“lime”>green words</font>
Preview:
red words
blue words
green words
20.5. Reference to an E-mail Address
You can create a reference to any e-mail address within a text. If the user clicks
on the reference, it automatically opens his e-mail program with the given e-mail
address in the „send to“ field of a new message.
HTML-Code:
Please send any questions to the following e-mail
address: br>
<a href="mailto:
[email protected]">[email protected]</a>
Preview:
Please send any questions to the following e-mail address:
[email protected]
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