Pegaso Intranet. 2 nd General Meeting training session. 20/06/2011 (v1.0) Emilia Guisado (UPO) Gloria Salgado (UAB)

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1 UPO / Leader WP3 Universidad Pablo de Olavide Sevilla / Spain Contact Emilia Guisado esguipin@upo.es Pegaso Project People for Ecosystem based Governance in Assessing Sustainable development of Ocean and coast Funded by the European Union under FP7 ENV Integrated Coastal Zone Management Pegaso Intranet 2 nd General Meeting training session Code Pegaso/Intranet training session/upo/ l-1.0 Specific Programme FP7 Collaborative Projects Large scale integrating Project Date / version 20/06/2011 (v1.0) Grant agreement nº: Author Emilia Guisado (UPO) Gloria Salgado (UAB) Resume By doing the excercises suggested in this document, the user should learn the main aspects of the Pegaso Intranet. Content 1. Access to the Pegaso Intranet Sign in Customize your user profile Get familiar with the main sections The Welcome panel - Recent Publications The Welcome panel - Post it Consortium Post it Consortium Search a blog entry Post it Consortium Add a blog entry The Welcome panel - Events The Data bases The Document Manager Document Manager Download a document Document Manager Upload a document Document Manager Copy a document link Share a document by using the Post it Consortium Document Manager Work with a document Document Manager Allow the versioning of a document The Forum area Reply to a Forum Post a new thread in a Forum... 11

2 1. Access to the Pegaso Intranet Pegaso users can access to the Pegaso intranet through the Pegaso web portal: Or directly in the following address: 2. Sign in Enter your screen name and password and Sign in. 3. Customize your user profile Click on your name in the upper right corner of the screen: Edit your profile and check that your name and address are correct. Fill in the missing details. Upload your picture. ****Warning: Do not change your password details! Pegaso/ Intranet training session/upo/ l-1.0 2

3 4. Get familiar with the main sections Move along the top bar to get a quick view of the main sections by clicking on the different buttons. The Welcome panel is the place where to find the main Pegaso publications and announcements. The following data bases are available for all users: - The Work Plan - The Partners Depending on your user profile you will be able to access to the intranet tools: - The Project manager, available for the WP leaders and Task leaders. - The Document manager, available for all users. To be able to access both tools, the system will ask you to type your log in again: Depending on your user profile you will be able to access to the available categories of the Forum: Most discussions take place within the Pegaso Forum. Pegaso/ Intranet training session/upo/ l-1.0 3

4 5. The Welcome panel - Recent Publications Once in the Welcome Panel, you can check the Recent Publications by scrolling down on the left part of your screen. - You will find in this area all the messages you have already received according to your profile. - Users can receive messages from the Post it Area, the Calendar or the Forum Categories. - Click on read more and view in context if you want to move to the specific intranet area where the publication has been created. 6. The Welcome panel - Post it Consortium This is the area devoted to the general announcements. Scroll down on the right side of your screen to be able to read the recent news. You will receive an every time there is a Post in this area: Dear gloria.salgado@uab.cat, Françoise Breton created a new blog entry. Sincerely, Pegaso intranet You can click directly on the link to visit the intranet and read the new post. Pegaso/ Intranet training session/upo/ l-1.0 4

5 7. Post it Consortium Search a blog entry On the top of this section, there is a search tool. Try to find and read the content of the following post it: project management plan 8. Post it Consortium Add a blog entry If you want to share some information with the whole consortium you can add a blog entry. Define a title, write the content and click on Publish. You can also save it as a Draft. Check if you have received an announcing the new post. 9. The Welcome panel - Events The calendar can be used by any Pegaso partner to announce events, meetings, calls, etc. Add a new event that you want to share with the whole consortium. Write the title, the start and end dates, the type, the description and click on Save. Pegaso/ Intranet training session/upo/ l-1.0 5

6 10. The Data bases The Databases contain updated information on the Pegaso work plan and the Pegaso team. Click on the titles and you will display the different tables: Pegaso/ Intranet training session/upo/ l-1.0 6

7 11. The Document Manager Click on the Document Manager and Log in again with your user name and password. Get familiar with the document repository by browsing in the spaces. Extend the Work Packages folder by clicking on the arrow in the left side of the screen. See the content of the WP-1 folder. You can see the Spaces and the Content Items on the right side of the screen: Try to find the following document by using the search tool: Pegaso project management plan Pegaso/ Intranet training session/upo/ l-1.0 7

8 12. Document Manager Download a document Find the document you want to download. Click on the document: 13. Document Manager Upload a document Find the space where you want to upload the document. Open the Add Content dialog: Browse in your local folders, locate the content you want to upload and click Ok. 14. Document Manager Copy a document link Find the document you want to share and copy the link with the left button of your mouse. Paste the link: This can be useful if you want to send an without attachments or if you want to share a document by using the Post it Consortium. When you click on the link, you will need to Login. 15. Share a document by using the Post it Consortium Upload the document you want to share in the Document Manager. Copy the link. Create a new blog entry and write the content. Paste the link by clicking on the following symbol: Pegaso/ Intranet training session/upo/ l-1.0 8

9 16. Document Manager Work with a document The document manager offers the possibility to edit a document (offline). This can be really useful when several users need to work with or revise the same document. Find the file you want to work with in the Document Manager. Click on the pencil to edit the document offline: The system will download the file in your local folder and will create a working copy: This means that the original file is blocked Once you have finished working with the document, you can upload the new version and click on done editing: 17. Document Manager Allow the versioning of a document By clicking on the symbol properties you can allow the versioning of a document. Again this can be really useful when there are several users working with it. Pegaso/ Intranet training session/upo/ l-1.0 9

10 18. The Forum area There are different forum categories in the Forum area. If you are a member of a specific category you will be able to see the content, open a new thread and reply to a thread started by somebody else. You can easily check to which forum categories you have been subscribed, by entering in the forum area: You will receive an every time there is a new thread or a reply. Everytime there is a new thread or a reply in a forum category, you will receive an . In the subject of the you will be able to identify the forum category and the content will be the same you can read from the forum area. At the bottom of the message you will find the direct link. You are not supposed to reply to the . You need to go to the Forum area to be able to reply. Pegaso/ Intranet training session/upo/ l

11 19. Reply to a Forum Once in the forum area click on the reply button: Write the subject, the body content, attach files or paste the link and click on publish: 20. Post a new thread in a Forum Once in the forum area, click on the forum category in which you want to start a discussion. Click on post a new thread: Write the subject, the body content, attach files or paste a link and click on publish. Check that you have received an . Pegaso/ Intranet training session/upo/ l