Jive Forums. Administrators Guide

Transcription

1 Jive Forums Administrators Guide

2 Copyright 2006 All rights reserved. - ii -

3 Table of Contents Table of Contents... iii 1.0 About this Document Who Should Use this Guide? Document Conventions About Community-Based Discussion Community Hierarchy...12 Category...13 Forums...13 Threads...13 Messages Community Roles...14 Administrators and Moderators...14 Users and Groups Before You Get Started Plan Your Community The Admin Console...17 Navigation Tabs...18 System...18 Settings...20 Content...21 Users/Groups...22 Skin...22 Reports...23 NNTP About Permissions...24 Administrative Permissions...25 User and Content Permissions...25 Default Content Permissions Create and Manage Categories and Forums Categories...28 Add a Category or Subcategory...28 Delete a Category...29 Edit a Category s Name and Description...29 Edit a Category s Extended Properties iii -

4 Grant New Category Permissions...30 Remove Category Permissions...31 Add a Category Administrator...31 Remove a Category Administrator...32 View Category Summary List Forums...32 Add a Forum...32 Delete a Forum...33 Move a Forum to Another Category...33 Edit a Forum s Name and Description...34 Edit a Forum s Extended Properties...34 Remove Forum Permissions...35 Add a Forum Administrator or Moderator...35 Remove a Forum Administrator or Moderator...36 View a List of Current Forums Forum Filters and Interceptors...36 Add a Forum Filter...37 Add a Forum Filter Class...38 Reorder, Change or Remove Forum Filters...38 Add a Forum Interceptor...39 Add a New Forum Interceptor Class...39 Reorder, Change or Remove Forum Interceptors Additional Forum Management...40 Merge Two Forums Threads...41 Edit Thread Properties...41 Delete a Thread...42 Move a Thread...42 Lock a Thread...43 Add Extended Properties to a Thread Moderate Forum Content...44 View Forums That You Moderate...44 Accept or Reject Pending Messages without Editing...45 Edit a Pending Message Before Approval...45 Delete a Message Gateways...46 Configure a Gateway...46 Synchronize with a Gateway...47 Set Gateway Settings for Automatic Import/Export Create and Manage Users and Groups iv -

5 5.1 Users...49 List Users...49 Add a User...50 Delete a User...51 Edit Basic User Properties...52 Edit Extended User Properties...52 Set or Change a User s Password...53 View a User s Messages...54 Allow Users to Create Their Own Accounts...54 Enable or Disable User IP Address Tracking...55 Enable or Disable Smart New Message Notification...56 Allow Users to Choose Thread Mode...56 Display Full Names vs. User Names...56 Enable or Disable GUI Editor Use Groups...57 List Groups...57 Add a Group...58 Add a User to a Group...59 Remove a User from a Group...59 Delete a Group...60 Edit Group Name and Description...60 Edit Extended Group Properties...60 View a List of Users in a Group...61 View a List of Group Administrators...61 Add a Group Administrator...61 Remove a Group Administrator Set Global Attributes and Options Global Permissions...63 View Global Administrative Permissions...63 Grant Global Administrative Permissions...63 View Global User and Group Permissions...65 Grant Global User Permissions...65 Retract Global User Permissions Locale Settings...66 View Current Locale Settings...67 Configure Locale Settings...68 Allow Users to Configure Their Own Locale Settings Global Filters...69 Install Global Filters...71 Add a New Global Filter Class...71 View, Reorder, or Remove Global Filters v -

6 6.4 Global Interceptors...72 Install Global Interceptors...73 Add New Global Interceptor Class...74 View, Reorder, or Remove Global Interceptors Read Tracking...75 Enable Read Tracking Globally Polls Cache Settings...76 View Cache Performance Summary...77 Adjust the Size of Cache Segments...78 View Java Virtual Machine (JVM) Memory Usage...79 Enable or Disable Short Term Query Cache...79 Enable Cache Warmup...80 Enable or Disable Clustered Caching Global Settings...81 Set Global (SMTP) Addresses Message Attachment Policy...82 Set Global Attachment Policy...82 Allow or Disallow Content Types Private Messages...84 Enable or Disable Private Messages Configure User Message Editing Policy...84 Set the Global Posted Message Editing Policy Configure User Content Search Policy...85 View Search Engine Status...85 Enable or Disable Content Search...86 Configure Search Settings...86 Enable or Disable Automatic Search Indexing...87 Adjust Search Index Properties...88 Refresh Search Index Manually...88 Rebuild the Index...89 Optimize Large Indexes For Faster Searches Content Archiving...90 Enable or Disable Global Archiving...90 Enable Archiving for a Specific Forum Spell-Check and Dictionaries...90 Change the Main Dictionary Language...91 Add Words to the Custom Dictionary...91 Remove Words from the Custom Dictionary vi -

7 6.15 Password Management...92 Enable or Disable User Password Reset...92 Allow Users to Change their Own Passwords Global Watch Settings...93 Enable or Disable Watches...93 Enable or Disable Notification by Enable Notification by Default...94 Set Digest Send Hour and Day...94 Set Automatic Global Watch Expiration Cycle...94 Set Whether Authors Receive Watch s...95 Modify Watch Notification Templates...95 Edit a Digest Watch Template Customize Community Look and Feel Community Name and Welcome Text...99 Edit Community Name...99 Edit Community Welcome Message Message and Web Page Appearance Configure Fonts Configure Environment Colors Configure Header and Footer Colors Configure Header Image Configure Home URL Configure Message Thread Mode Enable or Disable Show Last Post Link Monitor Forums View Event Logs View Log Files Clear Log File Mark Log File Download Log File Log File View Basic Forum Statistics View Forum Information Database Query Trace Statistics Enable or Disable Database Query Statistics System Environment View System Environment Information System Properties and Task Engine Activity View the System Properties vii -

8 View Task Engine Activity Database Properties and Settings View Database Settings Reports View Basic Forum Statistics View a Basic Forum Activity Report Configure Reports View Installed Reports Install a Report Install a Report Class Edit a Report s Properties Remove a Report from the Run List Set Global Report Date Range Install User Creation Report Run A Full Report View Report Archive Import, Export, and Syndicate Forum Data Import Import XML Data into Jive Forums Export Export XML Data from Jive Forums Syndicate Content Enable or Disable RSS Content Syndication Enterprise Edition Features NNTP Server View or Change NNTP Server Status Manage NNTP Server Network Settings Manage NNTP Server Features Manage Connections to the NNTP Server Manage the List of Available Newsgroups Clustering Cluster architecture Enable or Disable Clustering Clustering FAQ Localize Jive Forums Translating the Jive Forums Interface International Characters Test the Translation viii -

9 Locale specific categories and forums Forums 5.0 Features (New) Themes Group Chat & IM Presence Expert Profile Debugging and Support Debugging Enable Debug Logging Where to Find Additional Support ix -

10 1.0 About this Document 1.1 Who Should Use this Guide? This is a guide to the administration of Jive Forums, an application for community-based discussion groups. Jive Forums is featured on thousands of websites around the world, including some of the busiest sites on the web. The information in this guide is useful to Jive Forums system administrators, as well as to the other levels of administrators and moderators defined in the system. Because of the layered nature of permissions in Jive Forums, roles other than the system administrator may only be interested in certain parts of the manual. There are currently three editions of Jive Forums: Professional Edition (for small to midsize deployments), Enterprise Edition (for large deployments), and Expert Edition (for expert-based support communities and developer networks). This manual covers the features and functions for both the Professional and Enterprise Editions. Enterprise Edition-specific features are found in Section A separate appendix, covering the additional features of Expert Edition, is available for purchasers of that product. This guide does not describe installation procedures. Please refer to the Jive Forums Installation Guide, available at

11 1.2 Document Conventions This document is organized to provide easy access to specific tasks. The document uses different fonts and colors to separate types of text: Univers 55 Univers 57 Condensed Univers 57 Condensed Bold Courier Monospace <Bracketed Courier Monospace> Standard text Instructional text Button/link names and keystrokes User input and text-based commands Variable user input

12 2.0 About Community-Based Discussion Jive Software defines a community as a group of individuals that uses Jive Forums to share information and opinions about one or more threads. We also use the term community to refer to the complete Jive Forums environment, which comprises users, user groups, administrators, and moderators, along with forums, categories, threads, and messages. 2.1 Community Hierarchy A community typically has a single overall purpose. One community might focus on support, while another might focus on human resources. Still another might provide customers with a place to trade product tips and solutions. Jive Forums communities are built in a hierarchy to improve ease-of-use and provide easy access to relevant information. From largest component to smallest, the hierarchy looks like this:

13 Category A category is the broadest classification of content in a community. Categories may contain other categories, forums, threads, and messages. You can create as many categories as necessary. Forums A forum generally focuses on a single thread or a small group of associated threads, and is narrower in scope than a category. If you define a forum too broadly, message threads within the forum can quickly lose focus and become unwieldy and confusing. Threads Threads are the individual questions or subjects discussed within the scope of a single forum. A thread is defined as an original message and all of its replies. Threads may run only a few messages long, or may include hundreds of messages. By their nature, threads tend to drift. Moderators may need to intervene to keep a thread focused on the subject for which it was created. They can do this by creating new threads when necessary and by moving content (messages and entire threads) from one location to another. Messages A message refers to a single question, discussion point or reply that is posted to a forum. Messages comprise a subject

14 header, a message body, and sometimes a file attachment or attachments. 2.2 Community Roles Administrators and Moderators Administrators and moderators are responsible for setting up and maintaining a Jive Forums community. System administrators have responsibility and permissions for maintenance of all the system, including categories, forums, threads, and messages. Subsets of administrative permissions allow the roles of category administrator, user administrator, and group administrator. For details of these roles, see Section 3.3, About Permissions. The moderator role pertains only to a particular forum or forums. Users and Groups Users are the people who post messages to the threads that make up the forums in a Jive Forums community. You have a number of choices about how to set up users. You can configure the community so new users can register themselves over the web. You can configure the community so new users must receive an account from an authorized administrator

15 You can configure the community to accept posts from anonymous users, as well as from users with authorized accounts. You can also reduce your administrative load by grouping users together by any attribute they have in common: area of interest, permission level, product knowledge, etc

16 3.0 Before You Get Started Jive Forums accommodates communities of all types and sizes. A discussion community is an evolving, organic structure that requires supervision and moderation. However, a little initial planning will save you later work in administration and maintenance. 3.1 Plan Your Community We recommend that you plan the general layout of the community. This is especially true if you anticipate your community to be large and active. Before you install Jive Forums, give some thought to the following issues: the initial hierarchy of categories and forums you need, the set of user groups and associated permissions that might be appropriate, how many user and group administrators you might need, how many system administrators and moderators you need for the number of categories and forums you re planning, what types of permissions these administrators and moderators need to have, and

17 the policies you might wish to enforce, such as attachment size limits or profanity words to filter. You can do most of the other community configuration once you re up and running, but planning this information in advance will make your initial setup smoother. 3.2 The Admin Console The Jive Forums Admin Console is the primary control panel through which you configure and manage your community. The Admin Console typically resides at jive4/admin. Bookmark this page in your Web browser for easy access in the future. After installation and setup, you ll see the Admin Console login screen. Access to administrative features depends on your permission level. While system administrators have access to all settings and tools, moderators only have access to a limited subset of features. Once an administrator or moderator logs in, the Admin Console displays the Main Window

18 Navigation Tabs Along the top of the Admin Console Main Window are navigation tabs. These provide one-click access to Jive Forums control panels. The features behind each tab are discussed briefly below. System This panel provides access to basic system and monitoring information. These include system information, cache settings, settings, XML import/export settings, error logs and database query statistics. Each subsection of System information is represented by a selection on the left navigation bar. Overview This screen shows an overview of your Jive Forums System

19 System Information This screen summarizes the environment your Jive Forums community is running in. It displays information about: System uptime Forums edition and version Java Virtual Machine version Name of the application server, its operating system and hardware Name of the classes for user, group and authentication manager Information about the database connected to Jive Forums Jive Forums license information Cache Settings The Cache Settings panel allows you to view and change settings to help the system process data efficiently. An Effectiveness percentage gives you an idea of how well each cache is performing. Settings Use the Settings panel to set parameters for outgoing , including the name of the SMTP host. You can also test an connection from here. XML Import & Export Using the functions on this panel, you can import and export Jive Forums XML data to and from your Forums community

20 Logs Select the Logs hyperlink to view various logs associated with the operation of Jive Forums, including: error logs, informational logs, warning logs, and debugging information. DB Queries On this panel, you can enable the collection of statistics on all database queries made by your Forums instance. Use this information to debug and to monitor performance. Do not, however, leave the statistics collection on continuously, as it may degrade performance. Settings This panel provides access to the administrative functions that affect the entire community. It s separated into three subsections: Global Settings, Messages, and Private Messages. Global Settings This section allows you to set or view the following global information for your Jive Forums installation: Permissions for administrators and moderators Global filters and interceptors Global permissions for users and groups of forums

21 Locale, time zone, and character set Spell check, read tracking, and search settings Password resetting by administrators Poll settings User tracking and notification Messages In the Messages section, you can view or change: Attachment policies Archiving settings Rating settings Editing policies Private Messages This section allows you to view or change whether private messages are enabled. Content This panel is where you manage categories, subcategories, and forums, as well as control moderation of the forums. From the Category Summary panel, you can: create new subcategories and forums edit category and forum information assign category permissions for administrators and moderators at the category or forum level. From the Moderation Summary panel, you can:

22 see a summary of the forums you have permission to moderate review any messages for those forums pending your approval. Users/Groups This panel is where you create user accounts and user groups. The User Summary and Group Summary panels display lists of and information about existing users and groups. Two other selections allow you to create users and groups. This tab may be disabled if Jive Forums is integrated into an environment with an existing authentication system. Skin This panel allows you to configure the look and feel of your community. Here you can set: fonts for text displayed on various parts of the screens, colors for various parts of the screens, text for the community (such as a description of the community s purpose), header and footer colors and images to customize your community, whether messages appear as threaded, as well as other user-related mechanisms, and

23 whether you want to syndicate your Forum content through RSS feeds. Reports This tab accesses Jive Forums reporting and analysis features. Use Quick Stats to run a brief overview report, or use the Report Configuration and Run Reports selections to set up and run more complex reports. The Report Archives stores all the reports run to date. NNTP This tab controls the settings and usage of the embedded NNTP server features in Jive Forums. The Network News Transport Protocol (NNTP) is used by the Usenet Internet service to transfer articles between servers. You can also use NNTP to post and read newsgroup articles. You can use the NNTP feature of Jive Forums to host your Forums community as a set of newsgroups to outside users. When enabled, the NNTP functionality within Jive Forums maintains an exterior view of your Forums community that is identical in content to the Forum community itself. Outside users can post messages and respond to messages within the Forums community as if they were posting to Internet newsgroups

24 3.3 About Permissions Permissions control what administrators and moderators can do within the system and with content, as well as what Forums users and groups can do with content. There are three levels at which permissions are applied: Global These permissions affect the entire community, regardless of category or forum. Category These permissions affect a single category and all its related sub-categories and forums. Forum These permissions affect a single forum only. Permissions are either additive or negative. Additive permissions are added to the permissions retrieved from a set higher in the hierarchy or from a global set. Negative permissions are removed from the permissions retrieved from a set higher in the hierarchy or from a global set. For example, if your Jive Forums community is set up to grant no one any Category Administrator permissions globally, you could still add category administrative permissions for a particular administrator in a particular category by adding the permission through the Content panel. Similarly, if you had a user with Category Administrator permissions for a certain category that had numerous subcategories, you could remove permissions for particular subcategories

25 Administrative Permissions Administrative permissions determine what role an administrator or moderator plays in controlling the community and its forums. Administrative and moderator permissions are set globally under the Settings tab. They can be modified to affect individual sub-category and forum privileges under the Content tab. There are six administrative roles available in a Jive Forums community. These roles may be exercised by one or more people and may have varying levels of permissions associated with them. System Administrator administers the entire instance (community) of Jive Forums Category Administrator administers some or all categories Forum Administrator administers some or all forums Group Administrator manages groups of users User Administrator manages user accounts Moderator manages content before and after it is posted to a moderated forum. User and Content Permissions Permissions also determine what content Forums users can read, create, and modify

26 When a user accesses forum content, Jive Forums first looks at the global permissions, and then applies whatever category, forum, and user-level permissions it might find afterward. User permissions are set globally at the Settings/Global Permissions selection. You can modify the global settings on a per-category and per-forum basis by going to the Content tab, selecting the category or forum, then selecting Permissions on the left navigation bar. Permissions are granted to four types of user accounts: Anyone any unregistered visitor Registered Users all users with valid accounts Users an individual user with a valid account Groups a group of users with valid accounts There are also seven levels of permissions that determine what tasks a user is allowed to do. If the associated box is checked with a green check mark, the user can: Read Forum read forum content. Rate Message rate a forum message Create Thread create a new thread in a forum Create Message post reply messages in existing threads (but cannot create a new thread) Create Attachment attach files to messages. Private Message post private messages

27 Private Message Attachment post attachments with private messages Create Poll create a poll Vote in Poll vote in existing polls (but not create them) Default Content Permissions All new categories and forums are created with a default set of permissions: Anybody all users, registered or not, can read threads and messages. Registered users all registered users can create threads and messages A registered user is one with a valid Jive Forums user account

28 4.0 Create and Manage Categories and Forums Before you can create users, groups, or set any global attributes for the community, you should set up the basic structure. This means creating and defining the categories, subcategories, and forums that will make up your Jive Forums community. 4.1 Categories A category is the broadest level of subdivision within a community. A category can contain subcategories, forums, threads, and messages. Add a Category or Subcategory Jive Forums installs with a single, default root category. All new categories are subcategories to this root. 1. Click the Content tab. The Category Summary List will appear

29 2. Click the Root category. 3. Under Sub-Categories, press Create New Sub-Category. 4. Supply a Sub-Category Name in the Forum Name text box and an optional Description. 5. Click Create Category. Delete a Category This will also delete all sub-categories and forums. 1. Click the Content tab. The Category Summary List will appear. 2. Locate the category to remove in the Sub-Categories list and click. 3. You ll see a warning message. 4. If you re sure you want to delete this sub-category, click Delete Category. Edit a Category s Name and Description 1. Click the Content tab. The Category Summary List will appear. 2. Locate the sub-category, and click to edit the basic category properties. 3. Edit the name and description. The description is optional. 4. Click Save Changes. Edit a Category s Extended Properties Categories and subcategories have extended properties that define their characteristics. To edit these extended properties: 1. Click the Content tab. The Category Summary List will appear

30 2. Locate the category in the Sub-Categories list, and click to edit the basic category properties. 3. Select the Edit Category Extended Properties hyperlink at the top of the page. 4. Type a name for the property in the Property Name field. 5. Enter a value in the Property Value field. 6. Click Save Property. Grant New Category Permissions Category permissions apply only to the current category and its forums. Global permissions are applied before category permissions. If the same permissions are defined at both global and category levels, they are applied twice. 1. Click the Content tab. The Category Summary list appears. 2. Select a category from the Category Summary. 3. Click the Category Permissions hyperlink to display the Permissions Summary for this forum. 4. Change the permissions for Anyone (guests), and Registered Users, if you wish. If these are already set correctly, move on to step To add specific user and group permissions, click the Grant New Permission tab. 6. Choose permission(s) by checking the box next to specific attributes. 7. Do one (or both) of the following: a. Place a check next to A Specific User and enter one or more usernames, separated by a comma

31 b. Place a check next to A Specific Group and enter one or more group names, separated by a comma. 8. Click Grant New Permission. Remove Category Permissions 1. Click the Content tab. The Category Summary appears. 2. Select a sub-category from the Category Summary. 3. Click the Category Permissions hyperlink to display the Permissions Summary for this forum. 4. Click the next to a user s name to remove all their permissions, or put a red x in individual boxes to deny those specific permissions to that user. 5. Click Save Changes. Add a Category Administrator 1. Click the Content tab. The Category Summary appears. 2. Select a category or sub-category from the Category Summary. 3. Click the Category Admins hyperlink. 4. Click the Grant New Permissions tab. 5. Put a green check in the box next to Category Admin. 6. Do one (or both) of the following: a. Place a check next to A Specific User and enter one or more usernames, separated by a comma b. Place a check next to A Specific Group and enter one or more group names, separated by a comma. 7. Select Grant New Permission

32 Remove a Category Administrator 1. Click the Content tab. The Category Summary appears. 2. Select a category or sub-category from the Category Summary. 3. Click the Category Admins hyperlink. 4. Scroll down to the Permission Summary display and locate the user from whom you wish to retract category administration permissions. 5. Put a red check in the box under Category Admin for that user. 6. Press Save Changes. View Category Summary List The Category Summary is a list of all categories available to the community. From the Category Summary, you can create new subcategories, create new forums within subcategories, assign administrators/moderators, and grant permissions. To view a list of current categories and forums: 1. Click the Content tab. The Category Summary List appears. 4.2 Forums Add a Forum A forum can be created in any category, including the root category, if the category s permission settings allow it. 1. Click the Content tab. The Category Summary list appears. 2. Click a sub-category in which to create a forum. 3. Click Create New Forum under the Forums list

33 4. Name the forum and provide a description (optional). 5. Set basic forum permissions. The options are: a. Use Global Permissions Current global permission settings serve for the new forum. b. Registered Users Only -- Only registered users have permission to read and post messages. c. Registered Users with Guest Read -- Registered users can read and post. Unregistered guests can read but not post. d. All access -- Anyone may read and post messages. 6. Click Create Forum. Delete a Forum 1. Click the Content tab. The Category Summary list appears. 2. Locate the forum to remove and click. 3. You ll see a warning page. 4. Click Delete Forum. Move a Forum to Another Category In reorganizing your Jive Forums community, you may want to move a forum to a different category than the one in which it was created. To do this: 5. Click the Content tab. The Category Summary list appears. 6. Locate the forum(s) to move and check the box in the Move column. 7. Click Move to go to the Move Forum panel. 8. Use the pull down menu to specify the sub-category to which to move the forum

34 9. Click Move Forum(s). Edit a Forum s Name and Description 1. Click the Content tab. The Category Summary list appears. 2. Select the sub-category that contains the forum to edit. 3. Click the name of a forum in the forums list to access Forum Settings. The forum s current settings appear. 4. Click the Edit button at the bottom of the page to change the name or description. If you are using the NNTP functionality, you can either supply a name for the NNTP newsgroup that will be created from this forum or check the Generate new name automatically to have the name generated on the fly. 5. Click Save. Edit a Forum s Extended Properties 1. Click the Content tab. The Category Summary list appears. 2. Select a category or sub-category, then a forum. 3. Click the icon to edit the forum s properties. 4. Scroll down to Extended Properties and click on the View/Edit hyperlink. 5. Type a name for the property in the Property Name field. 6. Enter the value in the Property Value field. 7. Click Save Property. Grant New Forum Permissions These permissions apply only to the current forum and are superseded by global permission settings

35 1. Click the Content tab. 2. Select a category and forum from the Category Summary. 3. Click the icon to edit the forum s properties. 4. Click Permissions on the left navigation bar. 5. Click the Grant New Permission tab. 6. Choose permission(s) by checking the box next to the specific attributes. 7. Do one (or both) of the following: a. Place a check next to A Specific User and enter one or more usernames, separated by a comma b. Place a check next to A Specific Group and enter one or more group names, separated by a comma. 8. Click Grant New Permission. Remove Forum Permissions 1. Click the Content tab. The Category Summary list appears. 2. Select a category and forum from the Category Summary. 3. Click Permissions on the left navigation bar to launch the Permissions Summary for this forum. 4. Put a red x in the individual boxes next to a user s name to deny specific permissions to that user. 5. Click Save Changes. Add a Forum Administrator or Moderator 1. Click the Content tab. The Category Summary list appears. 2. Select a category and forum from the Category Summary

36 3. Click Admins/Moderators on the left navigation bar to display the Administrative Permissions Summary for this forum. 4. Click Grant New Permission. 5. Put a green check in the box next to Forum Admin. 6. Do one (or both) of the following: a. Place a check next to A Specific User and enter one or more usernames, separated by a comma b. Place a check next to A Specific Group and enter one or more group names, separated by a comma 7. Click Grant New Permission. Remove a Forum Administrator or Moderator 1. Click the Content tab. The Category Summary list appears. 2. Select a category and forum from the Category Summary. 3. Click the Admins/Moderators hyperlink to display the Permissions Summary for this forum. 4. Place a red X in the box next to Forum Admin for a particular user. 5. Click Save Changes to delete the permissions. View a List of Current Forums 1. Click the Content tab. The Category Summary list appears. 2. Click a category or sub-category to view its subcategories and forums. 4.3 Forum Filters and Interceptors A filter dynamically formats message content before it is posted to the community. An interceptor is a special type of

37 filter that accepts, modifies, or rejects an entire incoming message before it enters the community, based on specific criteria. Filters and interceptors can be applied to message subjects, bodies and properties. They are always applied in the order of the list they appear in, top down. Filters apply both globally and to individual forums. Global filters are applied before forum filters. If the same filter is defined at both global and forum levels, the filter is applied twice. For more information about global filters and interceptors, see Section 6.3, Global Filters, and Section 6.4, Global Interceptors. Add a Forum Filter 1. Click the Content tab. You ll see the Category Summary list. 2. Select a category or sub-category. 3. Click the name of the forum you want to add a filter for. 4. Select Message Filters from the left navigation bar. 5. Scroll down to the Install Filter pane. This dialog box lists filters that are available and ready for installation. Filters that are already installed will not appear. These filters apply only to the current forum and will be applied after global filters are applied. 6. Click a filter s name once to view a description of its use

38 7. Select the message fields the filter will apply to by placing a green check next to one or more message components: a. Message Subjects b. Message Body c. Message Properties 8. Click Install. Add a Forum Filter Class 1. Make sure the new filter is a valid Java class and resides in your application server s classpath. 2. Click the Content tab. You ll see the Category Summary list. 3. Select a category or sub-category. 4. Click the name of the forum you want to add a filter for. 5. Select Message Filters from the left navigation bar. 6. Scroll down to Add Filter Class. 7. Enter the fully qualified name of the filter class in the field, for example, com.jivesoftware.filter.mycoolfilter. 8. Click Add Filter. Reorder, Change or Remove Forum Filters 1. Click or to adjust the position of a filter in the list. 2. Click to change the filter s properties. 3. Click to remove a filter from active use. It will remain in the Available Filters List

39 Add a Forum Interceptor 1. Click the Content tab. You ll see the Category Summary list. 2. Select a category or sub-category. 3. Click the name of the forum you want to add an interceptor for. 4. Select Message Interceptors from the left navigation bar. 5. Scroll down to the Install Interceptor pane. This dialog box lists interceptors that are available and ready for installation. Interceptors that are already installed will not appear. These interceptors apply only to the current forum and will be applied after global interceptors are applied. 6. Click an interceptor s name once to view a description of its use. 7. Select the message fields the interceptor will apply to by placing a green check next to one or more message components: a. Message Subjects b. Message Body c. Message Properties 8. Click Install. Add a New Forum Interceptor Class You can easily add new Java interceptor classes to Jive Forums. A new interceptor class must reside in the application server s class path. Once the system locates it, the interceptor will appear in the list of available interceptors that are ready to install. To add an interceptor class:

40 1. Make sure the new interceptor is a valid Java class and resides in your application server s classpath. 2. Click the Content tab. You ll see the Category Summary list. 3. Select a category or sub-category. 4. Click the name of the forum you want to add an interceptor for. 5. Select Message Filters from the left navigation bar. 6. Scroll down to Add Interceptor Class. 7. Enter the fully qualified name of the interceptor class in the field, for example, com.jivesoftware.filter.mycoolinterceptor. 8. Click Add Interceptor. Reorder, Change or Remove Forum Interceptors 1. Click or to adjust the position of an interceptor in the list. 2. Click to change the interceptor s properties. 3. Click to remove an interceptor from active use. It will remain in the Available Interceptors List. 4.4 Additional Forum Management Merge Two Forums You can merge data from a forum into a new or existing forum. Once a forum s content is merged, the original forum is deleted. (This operation may take several minutes, depending on the size of the original forum and the number of messages moved.)

41 1. Click the Content tab. The Category Summary list appears. 2. Select a category or sub-category. 3. Select a forum to merge from the Forums list. 4. Click Merge Data on the left navigation bar. 5. To merge the data into an existing forum, click the button next to Move all data TO the following forum. 6. Select a destination forum from the pull-down menu. 7. To merge the data into a new forum, click the button next to Move all data TO a new forum. 8. Specify a forum name and choose a category for the forum to be created in. 9. Press Merge Data. 4.5 Threads We use the terms thread to mean a collection of messages and replies on a particular subject. Administrators with the necessary permissions can directly edit forum threads, whether the forum is moderated or not. Edit Thread Properties 1. Click the Content tab. The Category Summary list appears. 2. Select a category, then a forum from the Category Summary. 3. Click Manage Content in the left navigation bar. 4. Select the hyperlinked name of a thread from the list. 5. Select the Edit Thread Properties hyperlink to add extended properties

42 6. Add a Property Name 7. Add a corresponding Property Value. 8. Press Save Property. Delete a Thread This action deletes the thread and all its messages permanently, unless they have already been archived. 1. Click the Content tab. The Category Summary list appears. 2. Select a category and forum from the Category Summary. 3. Click Manage Content on the left navigation bar. 4. Locate the thread to delete and check the box in the Action column. 5. Scroll down and click Delete to go to the delete confirmation page. 6. Click the Delete button to remove the thread and all its messages. Move a Thread This moves the thread and all its messages. 1. Click the Content tab. The Category Summary list appears. 2. Select a category and forum. 3. Click Manage Content in the left navigation bar. 4. Locate the thread(s) to move and check the box in the Action column. 5. Click Move. 6. Select a destination category or sub-category from the list. 7. Click Move Thread(s)

43 Lock a Thread This action prohibits users from modifying a thread and its messages. 1. Click the Content tab. The Category Summary list appears. 2. Select a sub-category. 3. Select a forum. 4. Click Manage Content on the left navigation bar. 5. Locate the thread(s) to lock and check the box in the Action column. 6. Click Lock to go to the confirmation page. 7. Click Lock. The locked thread appears in the list with a next to it. (To unlock a thread, follow the same procedure, but click Unlock in Step 6.) Add Extended Properties to a Thread 1. Click the Content tab. The Category Summary list appears. 2. Select a category then a forum from the Category Summary. 3. Click Manage Content on the left navigation bar. 4. Click the hyperlinked name of the thread. 5. Click Edit Thread Properties. 6. Type a name for the property in the Property Name field. 7. Enter the value in the Property Value field. 8. Click Save Property

44 4.6 Moderate Forum Content Many communities are moderated. In most communities, this means that someone is reading through new messages for inappropriate content. In Jive Forums, it can also mean that new threads and message must be reviewed and approved by a moderator before they re posted to the general community. This is useful in communities that deal with contentious subjects and is almost essential in corporate support environments. A moderator is any user of the community with permission to review, accept, and reject forum content. A moderator can be an administrator, or simply a trusted user of the general community. Moderators review content through the Admin Console. If a user has moderator permissions only, all other administrative functions are disabled. View Forums That You Moderate When a moderator logs into the Admin Console, the community is polled for any waiting threads and messages. The Moderation Summary lists all Forums that contain pending content, the number of pending threads and messages, and when the forum was last updated. 1. Click the Content tab. 2. Click Moderation Summary on the left navigation bar. You ll see a list of the forums you moderate

45 Accept or Reject Pending Messages without Editing 1. Click the Content tab. 2. Click Moderation Summary on the left navigation bar. 3. Click a forum to view a list of pending threads. 4. Select a thread to review pending messages. 5. Do one of the following: a. To accept the message as written, click Approve Message and then click OK. b. To reject the message as written, click Reject Message and then click OK. Edit a Pending Message Before Approval 1. Click the Content tab. 2. Click Moderation Summary on the left navigation bar. 3. Click a forum to view a list of pending threads and messages. 4. Select a thread to review pending messages. 5. Click Edit Message to go to the edit screen. 6. Edit the subject and/or message body. 7. To include an editor s signature, click the box next to Edit Stamp. 8. Do one of the following:

46 a. Use the default editor stamp, or b. Edit the stamp as necessary. 9. Click Save Changes and Approve Message. You can also review pending messages by selecting Review Pending Messages under Moderation on the left navigation bar. Delete a Message 1. Click the Content tab. The Category Summary list appears. 2. Select a category then a forum from the Category Summary. 3. Click Manage Content on the left navigation bar. 4. Click the name of the thread to access the message list. 5. Locate the message and click Delete to proceed to the confirmation page. 6. Click Delete. 4.7 Gateways A gateway provides a means of synchronizing a forum with data from an external or newsgroup source. Contrast this periodic synchronizing with using an NNTP server to display your Jive Forums as newsgroups in real-time, without the need to synchronize. Configure a Gateway 1. Click the Content tab. The Category Summary list appears. 2. Select a sub-category from the Category Summary list. 3. Select a forum from the Forums list

47 4. Under Forum Options in the left hand navigation list, select Gateways. 5. To add a gateway, select the radio button next to Gateway or Newsgroup Gateway. 6. Press Add Gateway. Synchronize with a Gateway 1. Click the Content tab. The Category Summary list appears. 2. Select a sub-category from the Category Summary list. 3. Select a forum from the Forums list. 4. Under Forum Options in the left hand navigation list, select Gateways. 5. Scroll down to Run a Gateway Once. 6. To import data to synchronize this forum with the configured gateway once, select Import, then press Continue. 7. To import data, select which type of gateway you want to import data from, then press Import. 8. To export data, repeat Steps 6 and 7 using the Export selections

48 Set Gateway Settings for Automatic Import/Export 1. Click the Content tab. The Category Summary list appears. 2. Select a sub-category from the Category Summary list. 3. Select a forum from the Forums list. 4. Under Forum Options in the left hand listing, select Gateways. 5. Under Global Gateway Settings, select whether importing and/or exporting should be enabled. 6. Select an interval for times between importing, whether to disable the 24 hour buffer, and what the outgoing message footer should look like. 7. Press Save Settings

49 5.0 Create and Manage Users and Groups Once you ve created the basic structure of the community, you need to populate it with user accounts. You can then assign various levels of permissions to users, such as administrator and moderator. You also need to create user accounts for people who will post messages to the community. You can reduce your administrative load by grouping users together by any attribute they have in common: area of interest, permission level, product knowledge, etc. Groups allow you to manage an entire set of users as one. 5.1 Users The User Summary is a list of all active users in the community. From this list, administrators can edit a user s account profile, or delete users from the system. List Users 1. Click the Users & Groups tab. The User Summary page appears

50 2. Select the number of users to display per page from the drop-down in the upper right. 3. You can navigate through groups of users using the numbered hyperlinks at the top of the page or locate a specific user by typing the numeric ID or username into the text box, then pressing. Add a User Add individual users to the system through the Create User form. This form creates a basic user account with default permissions and privacy settings. 1. Click the Users & Groups tab. 2. Click Create User on the left navigation bar

51 3. Enter the following information in the create user form: a. Username Name (required) b. Full name (optional) c. address (required) d. Enter a default password. e. Enter the password again to confirm. 4. Click Create User to return to the User Summary or Create & Create Another User to continue creating user accounts. Delete a User 1. Click the Users & Groups tab. The User Summary list appears. 2. Select the hyperlinked name of a user from those displayed or search for the user by username or ID. 3. Select Delete User from the left-hand navigation bar. 4. Press Delete User

52 Edit Basic User Properties Basic user properties include screen name, address, and visibility settings. A user s login name cannot be changed without recreating the account. 1. Click the Users & Groups tab. The User Summary list appears. 2. Select the hyperlinked name of a user from those displayed or search for the user by username or ID. 3. Specify or change a screen name, address, whether the name or is viewable by other users. 4. Press Save. Edit Extended User Properties Extended properties include any relevant information not included in the basic properties, such as a user s area of expertise, department number, or location. To update an existing extended property, simply save the new value with the same property name. 1. Click the Users & Groups tab. The User Summary list appears. 2. Select the hyperlinked name of a user from those displayed or search for the user by username or ID. 3. Click Extended Properties in the left-side navigation bar

53 4. To edit an existing property, change the Property Value, then click Save Property. 5. To create a new property, type a name for the new property in the Property Name field. 6. Enter the value in the Property Value field. 7. Click Save Property. Set or Change a User s Password 1. Click the Users & Groups tab. The User Summary list appears. 2. Select the hyperlinked name of a user from those displayed or search for the user by username or ID. 3. Type a new password under the Change User Password section. 4. Retype the new password in the Confirm Password field. 5. Click Change Password

54 View a User s Messages You can view all the messages a user has posted, broken down by forum. As an administrator, you can also delete all a user s messages. 1. Select the Users& Groups tab. The User Summary will display. 2. Select the hyperlinked name of a user from those displayed or search for the user by username or ID. 3. Select User Messages on the left navigation bar. Allow Users to Create Their Own Accounts This setting determines whether users may create and register their own accounts. It is enabled by default, but you may disable this option if a different account creation process is used. 1. Click the Skin tab. 2. Click Features on the left navigation bar

55 3. Locate New Account Creation Enabled. 4. Click either Enabled or Disabled. 5. Click Save Settings. Enable or Disable User IP Address Tracking When this setting is enabled, Jive Forums records a user s IP address when a message is posted. This setting is ideal for tracking abusive users and adds an extra layer of security, especially when anonymous guest logins are permitted. 1. Click the Skin tab. 2. Click Features on the left navigation bar. 3. Locate Track IPs. 4. Click either On or Off. 5. Click Save Settings

56 Enable or Disable Smart New Message Notification Read tracking determines what messages a user has already read and marks new messages when they are available. 1. Click the Skin tab. 2. Click Features from the left-side bar. 3. Locate Read Tracking. 4. Click either Enabled or Disabled. 5. Click Save Settings. Allow Users to Choose Thread Mode You can allow users to select a thread mode that they prefer. 1. Click the Skin tab. 2. Click Features from the left-side bar. 3. Scroll down to Allow Users to Choose their Thread Mode. 4. Select On to allow users to choose. Setting to Off will impose the global default. 5. Click Save Settings. Display Full Names vs. User Names You can allow the system to display users full names instead of only user names. 1. Click the Skin tab. 2. Click Features from the left-side bar. 3. Scroll down to Display full names of users instead of usernames

57 4. Select On to display full names. 5. Click Save Settings. Enable or Disable GUI Editor Use You can set up your installation so that supported browsers will use a GUI editor where possible. 1. Click the Skin tab. 2. Click Features from the left-side bar. 3. Scroll down to GUI Editor. 4. Select Enabled to allow use of GUI editors for supported browsers. 5. Click Save Settings. 5.2 Groups A group is a cluster of users that share a common interest or attributes. Groups allow administrators to manage a large number of users as one entity. List Groups The Group Summary lists all the active groups in the community. 1. Click the Users & Groups tab

58 2. Select Group Summary on the left navigation bar. 3. Select the number of groups per page to display in the dropdown box on the upper right of the window. Add a Group Adding a user to a group does not affect their personal permission settings. Deleting a group does not affect group users account. 1. Click the Users & Groups tab. 2. Click Create Group on the left navigation bar

59 3. Enter a name for the new group in the Username field. 4. Enter a description for the new group in the Description field (optional). 5. Click Create Group to create the group and return to the Group Summary list. Add a User to a Group 1. Click the Users & Groups tab. 2. Click Group Summary on the left navigation bar. 3. Select a hyperlinked group name from the Group Summary. 4. Select Edit on the Members line. 5. Enter a list of users in the Add Member text box, separating them with commas. 6. Click Add. Remove a User from a Group 1. Click the Users & Groups tab. 2. Click Group Summary on the left navigation bar. 3. Select a hyperlinked group name from the Group Summary. 4. Click the Edit hyperlink next to Members

60 5. Put a green check in the box next to the user under Remove. 6. Click Remove. Delete a Group 1. Click the Users & Groups tab. 2. Click Group Summary on the left navigation bar. 3. Select a group from the Group Summary. 4. Click the icon next to the group. You ll go to a warning page. 5. Click the Delete Group button to remove the group and return to the Group Summary list. Edit Group Name and Description Group properties include a group s ID number, name, and description. While a name is required, a description is optional. The group ID number is assigned when the group is created and cannot be changed. 1. Click the Users & Groups tab. 2. Click Group Summary on the left navigation bar. 3. Select a hyperlinked group name from the Group Summary list. 4. Change the name and/or description. 5. Press Update. Edit Extended Group Properties 1. Click the Users & Groups tab. 2. Click Group Summary on the left navigation bar

61 3. Select a hyperlinked group name from the Group Summary list. 4. Click Extended Properties in the left navigation bar. 5. Type a name for the property in the Property Name field. 6. Enter the value in the Property Value field. 7. Click Save Property View a List of Users in a Group 1. Click the Users & Groups tab. 2. Click Group Summary on the left navigation bar. 3. Select a group from the Group Summary. 4. Click the Group Name. 5. Click the Members & Admins link on the left navigation bar. View a List of Group Administrators 1. Click the Users & Groups tab. 2. Click Group Summary on the left navigation bar. 3. Select a group from the Group Summary. 4. Click Members & Admins on the left navigation bar. Add a Group Administrator Group administrators oversee basic operations of a group, including adding and removing users and modifying properties. Only a user with an active account can serve as a group administrator. 1. Click the Users & Groups tab

62 2. Select Group Summary from the left-side frame. 3. Select a group from the Group Summary. 4. From the left-side navigation bar, select Members & Admins. 5. Add administrators by username in the Add Admin text box. Separate each entry with a comma. 6. Click Add. Remove a Group Administrator 1. Click the Users & Groups tab. 2. Click Group Summary on the left navigation bar. 3. Select a group from the Group Summary. 4. Click Members & Admins on the left navigation bar. 5. Locate the administrator to remove in the Admins list. 6. Place a check in the Remove box. 7. Press Remove. Note: Never delete all the system administrators from a Jive Forums installation. You need at least one system administrator account to manage the system. 6.0 Set Global Attributes and Options The next step in setting up your Jive Forums community is to set up global community attributes such as permissions, locale settings, ratings, global filters and interceptors, polls, and cache settings. This section provides you with procedures to set the available global attributes and options

63 6.1 Global Permissions Global permissions set the default permissions for the entire community. These permissions may be altered at lower levels,such as at the sub-category or forum level. View Global Administrative Permissions As a system administrator, you can view your level of permissions whenever you re logged into the community. You can also view the global permissions for other administrators using this procedure. (To view forum-level permissions, use the Content tab.) 1. Click the Settings tab. Administrative permission levels appear in the Administrators and Moderators Permissions Summary. Grant Global Administrative Permissions 1. Click the Settings tab. Administrative permission levels appear in the Administrators and Moderators Permissions Summary

64 2. You can grant additional permissions to existing users by adding green check marks in the appropriate boxes. 3. To grant permissions to someone not already listed, click the Grant New Permission tab. 4. Choose permission(s) by checking the box next to specific attributes, or click Select All. 5. Do one (or both) of the following: a. Place a check next to A Specific User and enter the one or more usernames, separated by a comma b. Place a check next to A Specific Group and enter one or more group names, separated by a comma 6. Click Grant New Permission. Retract a Global Permission 1. Click the Settings tab. Administrative permission levels appear in the Administrators and Moderators Permissions Summary. 2. Do one of the following:

65 a. Remove specific permission attributes by placing a red X in the appropriate box next to the user whose permissions are being retracted. b. Click the next to a user s name to remove all permissions. 3. Click Save Changes. View Global User and Group Permissions 1. Click the Settings tab. 2. Click Global Permissions on the left navigation bar to view the Global Forum Permissions Summary. Grant Global User Permissions 1. Click the Settings tab. 2. Click Global Permissions on the left navigation bar to view the Global Forum Permissions Summary. 3. To grant permissions to users already listed, p lace a green checkmark in the appropriate box. 4. To grant new permissions to someone not listed, click the Grant New Permission tab. 5. Choose permission(s) by checking the box next to specific attributes, or click Select All. 6. Do one (or both) of the following: a. Place a check next to A Specific User and enter the one or more usernames, separated by a comma, and/or b. Place a check next to A Specific Group and enter one or more group names, separated by a comma

66 7. Click Grant New Permission. Retract Global User Permissions 1. Click the Settings tab. 2. Click Global Permissions on the left navigation bar to view the Global Permissions Summary. 3. Do one of the following: a. Remove specific permission attributes from a user by placing a red X in the appropriate box. b. Click the next to a user s name to remove all permissions or place a red X in the box for individual permissions you want to retract. 4. Click Save Changes. 6.2 Locale Settings Locale settings determine the content s text format and timestamp. There are three components to locale settings: Locale sets the Jive Forums home location, Jive Forums default language and format of dates and numbers. Languages listed with a gray background are currently supported. The language setting applies only to the web interface and not to message content. Time Zone sets the default time zone displayed to forum users. Users may set their own time zones. Character Set determines how content is encoded and stored in the database. The default encoding (ISO

67 8859-1) is suitable for English and most other Latin languages. For double-byte character sets, such as Chinese, the Unicode (utf-8) character set is recommended. Unicode offers simultaneous support for a large number of languages. Jive Forums works with any character set that is supported by your application server s Java Virtual Machine (JVM). Look for a list of character sets supported by the Sun JVM. For a particular encoding, the application server and database may need special configuration. Please consult your application server and database documentation for more information. View Current Locale Settings 1. Click on the Settings tab. 2. Click Locale Settings on the left navigation bar. The current Locale Settings will display

68 Configure Locale Settings 1. Click on the Settings tab. 2. Click Locale Settings on the left navigation bar. 3. Locate Change Locale Settings. 4. Configure the Locale based on the location of your application server. 5. Configure the Time Zone. 6. Configure the Character Set. 7. Click Save Settings. Allow Users to Configure Their Own Locale Settings Locale settings tell Jive Forums how to format time, date, and language character information. Typically, the locale is set to the global setting specified in Locale Settings. Users may wish to specify their own locale settings. This is ideal if your Jive Forums community spans different countries and languages. A user-set locale overrides the one set globally for the community. 1. Click the Skin tab. 2. Click Features on the left navigation bar. 3. Locate Allow Users to Choose Locale

69 4. Click either On or Off. 5. Click Save Settings. 6.3 Global Filters Filters dynamically format message content before it is posted to the community. Filters are always applied in the order of the list they appear in, top down. They can be applied to message subjects, bodies and properties. Filters apply both globally and to individual forums. Global filters are applied before forum filters. If the same filter is defined at both global and forum levels, the filter is applied twice. Jive Forums includes several standard filters: HTML blocks malicious HTML code from a forum

70 Newline converts text new-line characters to HTML <br> (line break) tags. Text stylizer converts nonstandard text style markup to HTML (currently supports bold, italic, underline, and preformatted text). URL converter converts inline URLs into clickable links. Profanity replaces words on a customizable list with asterisk (*) characters. Java Code Syntax Highlighter highlights Java code placed between [code][/code] tags. Word Break breaks up words of a specified length to prevent unnecessary scrolling and distortion of long text lines. Quote Highlighter adds color to lines of text demarked by a user-defined special character. Emoticon converts plain-text emoticons into a preset image (free emoticons are available from MSWordToText Converts formatted Microsoft Word text to plain (ASCII) text. Regex Uses regular expressions to replace text. JIRA Inserts links to JIRA issues. (Only use with Java 1.4 or higher.)

71 Install Global Filters This dialog box lists filters that are available on the system and ready for installation. Filters that are installed will not appear in this list, but in the Current Filters list. 1. Click Settings. 2. Click Global Filters on the left navigation bar. 3. Scroll down to Install Filter. 4. Select a filter from the left-side list. Click the filter once to view a description of its use. 5. Select the message fields the filter will apply to by placing a check next to one or more message components: a. Message Subjects b. Message Body c. Message Properties 6. Click Install. Add a New Global Filter Class Self-developed and third party filters are easily added to Jive Forums. New filters must reside in your application server s default class path. If the filter is not found or is not a valid Java class, the class installation fails with an error. 1. Make sure the new filter is a valid Java class and resides in your application server s classpath. 2. From the Jive Forums Admin Console, click the Settings tab. 3. Click Global Filters on the left navigation bar

72 4. Scroll down to Add Filter Class. 5. Enter the name of the filter class in the field. This will be the filter s fully qualified class name, for example, com.jivesoftware.filter.mycoolfilter. 6. Click Add Filter. View, Reorder, or Remove Global Filters 1. Click the Settings tab. 2. Click Global Filters in the left-hand navigation bar. You ll see the Current Filters list. 3. To adjust the order of application of a global filter, click or to adjust the position in the list and thus the order of execution. 4. To change the filter s properties, click. 5. To remove a filter from the list, click. 6.4 Global Interceptors An interceptor is a special type of filter that accepts, modifies, or rejects an incoming message before it enters the community, based on specified criteria. To see the current Global Message Interceptors, select Settings/Global Interceptors. The Global Message Interceptors panel displays them in the order they are applied. (Interceptors are always applied from the top of the list down.) You can also install interceptors from the Install Interceptor panel, by adding a Java class. Like filters, interceptors apply both globally and to individual forums. Global interceptors are applied first, then forum

73 interceptors. If the same interceptor is defined at both the global and forum level, the interceptor is applied twice. Jive Forums features these default interceptors: Message Governor limits the number of messages posted within a given timeframe. This prevents spam and flooding. Ban user prevents abusers from posting messages. Keyword Takes an action whenever a keyword is found, such as sending an or moderating a message. Moderation Controller list of users that always or never require moderation. Gateway Privacy Manager hide or remove name and address information from messages imported through gateways. Virus Scanner scan message attachments for viruses. Install Global Interceptors This dialog box lists global interceptors that are available on the system and ready for activation. Once a global interceptor is activated, it applies to every message that comes into the community, and takes precedence over forum-level interceptors. 1. Click the Settings tab

74 2. Click Global Interceptors on the left navigation bar. 3. Scroll down to Install Interceptor. 4. Select a filter from the left-side list. Click a filter once to view a description of its use. An asterisk (*) next to an interceptor indicates it is already installed at least once. Most interceptors can be installed multiple times. 5. Click Install. Add New Global Interceptor Class Self-developed and third party interceptors are easily added to Jive Forums for later application. New interceptors must reside in your application server s class path. If the interceptor is either not found or is not a valid java class, the installation fails. 1. Make sure the new filter is a valid Java class and resides in your application server s default Java classpath. 2. From the Jive Forums Admin Console, click the Settings tab. 3. Click Global Interceptors on the left navigation bar. 4. Scroll down to Add Interceptor Class. 5. Enter the fully-qualified name of the interceptor class in the field. 6. Click Add Interceptor. View, Reorder, or Remove Global Interceptors The Current Interceptor box displays active interceptors in order of application, from the top of the list to the bottom

75 1. Click the Settings tab. 2. Click Global Interceptors in the left-hand navigation bar. You ll see the Current Interceptors list. 3. To adjust the order of application of a global interceptor, click or to adjust the position in the list. 4. To change the interceptor s properties, click. 5. To remove a interceptor from the list, click. 6.5 Read Tracking Read tracking determines what messages a user has already read and marks new messages when they are available. There are two modes: Simple checks the user s most recent login timestamp to determine new messages. This setting (Read Tracking Disabled) is the default and is effective for most Forums. Advanced keeps careful track of threads and messages that a user has viewed, regardless of last login time. While more precise, this mode (Read Tracking Enabled) is more database intensive and may hinder performance in communities with large numbers of users. Enable Read Tracking Globally 1. Click the Settings tab. 2. Click Read Tracking Settings from the left navigation bar

76 3. Select the appropriate radio buttons to set the global policy for read tracking in your installation: Enabled or Disabled. 4. Press Update. 6.6 Polls Polls are a feature that allows you to set up a voting poll in a category, forum, thread or message. You add a poll using this procedure: 1. Click the Settings tab. 2. Click Poll Settings in the left navigation bar. 3. Select the type of poll from the Poll Container dropdown, i.e., whether the poll applies to a message, thread, forum or category. 4. Give the poll an identifier, title, and description in the supplied text boxes. 5. Give the poll a start date, an end date, and a date of expiration. 6. If you want users and/or guests (anonymous logins) to be able to modify their votes, select the Yes radio buttons. 7. If you want users to be able to vote multiple times in the poll, select the Yes radio button. 8. Press Add Poll. 6.7 Cache Settings Jive Forums maximizes performance by caching frequently used data in memory. Application performance improves as more data is cached. Less cache is better for systems that

77 host multiple applications or have less available RAM. Disabling cache is not recommended. A cache s effectiveness, the ratio of cache hits to cache misses, is an indicator of how well the cache is working. When a cache is full, Jive Forums must swap data out of that cache segment. If that data is later requested, it must reload the data from the database, decreasing overall performance. High effectiveness means data is being read from the cache more often than from the database. Carefully tune cache settings over time, and monitor their effectiveness to achieve maximum performance. While a low effectiveness rating may indicate a cache segment is too small, an oversized cache does not always increase performance. Never set the total cache size to more than half of the total memory (heap) allocated to the Java Virtual Machine (JVM). The default Java heap is 64MB on most systems. View Cache Performance Summary 1. Click the System tab. 2. Click Cache Settings on the left navigation bar

78 3. Click the dropdown box under View to see a Simple or a more Advanced view of the information (including cache hits and misses). 4. To automatically refresh the statistics, set an Auto-Refresh interval using the drop-down box. Adjust the Size of Cache Segments 1. Click the System tab. 2. Click Cache Settings on the left navigation bar. 3. Click the Edit Caches hyperlink. 4. You can choose preset ideal cache sizes for small, medium or large community from the dropdown box, or 5. To specify individual settings for each cache segment, set the dropdown to Custom. 6. Specify the amount of cache memory (in megabytes) and the expiration interval for the cache in hours. 7. Click Save to save changes and continue editing or Save Changes & Return to save and return to the Cache Settings Page

79 View Java Virtual Machine (JVM) Memory Usage The JVM memory performance indicator includes a memory fill gauge along with the total available JVM memory and the percentage of memory in use 1. Click the System tab. 2. Click Cache Settings on the left navigation bar. 3. Scroll to the bottom of the page to view the JVM Memory indicator. Enable or Disable Short Term Query Cache By default, Jive Forums purges the data in its query cache as many times per second as users post new content. This can degrade performance in sites with heavy traffic. Performance is improved by configuring Jive Forums to purge the query cache once every five or ten seconds. However, new content will take longer to become available to users. 1. Click the System tab. 2. Click Cache Settings on the left navigation bar. 3. Scroll down to Short Term Query Cache under Cache Features. 4. Click Enabled or Disabled. If Enabled, specify an enabled object lifetime (a longer lifetime keeps cache objects around longer). 5. Click Save Settings

80 Enable Cache Warmup Cache Warmup loads the cache with the forum content users are most likely to access. This is useful when you first start the server or after flushing the cache. Although Cache Warmup runs in the background, the process may degrade database performance temporarily. We recommend running Cache Warmup when most users are offline. 1. Click the System tab. 2. Click Cache Settings on the left navigation bar. 3. Scroll down to Warmup Cache under Cache Tools. 4. Click Start Cache Warmup Task. Enable or Disable Clustered Caching Jive Forums supports grouping multiple application servers together in a cluster for increased scalability and fault tolerance. To improve performance, you may wish to enable clustered caching as well. Once enabled, it may take 30 seconds or so for clustered caching to become effective. 1. Click the System tab. 2. Click Cache Settings on the left navigation bar. 3. Scroll down to Clustering under Cache Features. 4. Click Enabled or Disabled. 5. Click Save Settings

81 6.8 Global Settings Set Global (SMTP) Addresses Use this form to configure settings for the community. At a minimum, each community should identify an SMTP address. 1. Click the System tab. 2. Click Settings on the left navigation bar. 3. Enter an SMTP mail host in the appropriate field (required). 4. Enter additional information into the optional fields. 5. To test the settings, click Send Test Click Save Changes

82 6.9 Message Attachment Policy Binary files affixed to a posted message are called file attachments. Users can attach almost any file type, including audio, video, picture images, text, executable programs, and others to a forum message. Jive Forums supports file attachments based on the Multipurpose Internet Mail Extension (MIME) standard. MIME defines a simple, two-tier binary file format that is easily exchanged between messaging systems. Only users with the necessary permissions can attach a file to a message. Before permitting users to attach files, set the global attachment policy. This defines what file types and sizes are permitted. Set Global Attachment Policy These are the basic limits set on all file attachments. Only users with permission may attach files to their posted message. 1. Click the Settings tab. 2. Click Attachment Settings under Messages. 3. Set the maximum number of files that can be attached to a message. The default setting is 5 files. 4. Set the maximum allowable attachment size, in kilobytes (see table below to convert). Default maximum is 1024 Kb. 5. Enable or disable image previews. If enabled, a thumbnail version of image files is created and included with the posted message. If disabled, a generic icon is used instead

83 6. To preserve the image s aspect ratio in the thumbnail, select Yes. 7. Set a maximum dimensions in pixels for the preview image. 8. Click Save Settings. Allow or Disallow Content Types Jive Forums administrators define which file types are permitted as attachments. We have included several common file types by default. These file types are listed under Common Content Types on the Attachment Settings page. You can view a complete list of all the official MIME file types at 1. Click the Settings tab. 2. Click Attachment Settings on the left navigation bar under Messages. 3. Under Content Types, decide whether to allow or disallow all selected content types, then click Save. If you select Allow, all file types are permitted except those added to the Disallowed Content Types list. If you select Disallow, only the content types specifically added to the Allowed File Types list are permitted. 4. To add a type to the Common Types list, type a two-tier MIME file type into the Add Content Type field and click Add. 5. To disallow a file type, select it from the Common Content Types list and click to add to the Disallowed list. (To remove a selected content type from the Disallowed list, select the file type entry and click Remove.)

84 6.10 Private Messages You can set up Jive Forums to allow private messages between users. These messages are not posted to forums, but operate like a posted exchange between Jive Forums users through the Forums interface. Private messages are not displayed to any user except the one to whom they are addressed. Enable or Disable Private Messages 1. Click the Settings tab. 2. Click General Settings under Private Messages. 3. Select the Yes or No radio button to Enable or Disable Private Messages. 4. Specify a maximum number of private messages a user is allowed to post, if necessary. 5. Press the Save button Configure User Message Editing Policy Jive Forums posted message editing policy determines whether users are permitted to change the content of messages they ve posted to a forum. There are four policy settings: Users can always edit their messages

85 Users can edit their messages, provided no one has replied to them. Users can edit their messages within a specific time after posting. Users can never edit their messages. Set the Global Posted Message Editing Policy 1. Click the Settings tab. 2. Click Editing Policy on the left navigation bar under Messages. 3. Click the button next to the desired message policy. If the policy requires a specific time frame, enter the time allowed in minutes. 4. Click Update Configure User Content Search Policy Jive Forums includes a powerful search engine powered by Jakarta Lucene. The all-java engine optimizes performance and query speed by processing new messages and then storing the data in a database index. This index must be updated on a regular basis; otherwise recent content will not be included in search queries. View Search Engine Status A summary snapshot of the search engine s status, including the location, file count, size, and most recent update, is available on the Search Settings page. 1. Click the Settings tab

86 2. Click Search Settings on the left navigation bar under Global Settings. 3. Locate Search Status for the information. Enable or Disable Content Search 1. Click the Settings tab. 2. Select Search Settings. 3. Under Search Status, select On or Off. 4. Click Update. Configure Search Settings There are several global search parameters that must be set before launching your community. They can be adjusted at any time afterward. Automatically index forum content (on/off). This enables and disables automatic search indexing. If enabled, the index update time value must also be specified. If disabled, it s important to regularly update the index manually. Index update time (in minutes). The amount of time between automatic search index cycles. This value is ignored when automatic indexing is disabled. Indexer type. This value specifies which language indexer is used. All non-asian languages support stemming. English is available both with and without stemming support. Stemming means the engine searches for all possible

87 variations of a query. For example, a query of talk matches talk, talked, talking, and the like. Allow wildcards in search queries (yes/no). This enables and disables support for Lucene wildcards. Lucene wildcards dramatically extend search refinement and capability with special characters and search formatting. Group search results by thread (yes/no). This switch determines if multiple search results from the same thread are displayed together. If enabled, the most relevant result from the thread is returned as representative of the thread when there are multiple results from the same thread. Enable or Disable Automatic Search Indexing Jive Forums search engine optimizes performance and query speed by processing new messages and then storing the data in a database index that is optimized for fast querying. This index must be updated on a regular basis; otherwise, recent content will not be included in search queries. We recommend setting Jive Forums to automatically update the search index at regular intervals. 1. Click the Settings tab. 2. Select Search Settings on the left navigation bar

88 3. Scroll down to Search Settings. 4. Click Yes next to Automatically index forum content. 5. Specify a value (in minutes) next to Index update time. This is the amount of time between automatic search indexing cycles. 6. Click Save settings. Adjust Search Index Properties 1. Click the Settings tab. 2. Select Search Settings on the left navigation bar. 3. Scroll down to Search Settings and specify the appropriate values for automatic indexing, update time, indexer type, allowing wildcards and search grouping. 4. Click Save Settings. Refresh Search Index Manually 1. Click the Settings tab. 2. Select Search Settings on the left navigation bar

89 3. Scroll down to Search Index Tools. 4. Select the Manually update the index button. 5. Press Go. Rebuild the Index On some occasions, it might be necessary to index all content, and not just the most recent. This is called rebuilding the index. 1. Click the Settings tab. 2. Select Search Settings on the left navigation bar. 3. Scroll down to Search Index Tools. 4. Select the Rebuild the index button. 5. Press Go. Optimize Large Indexes For Faster Searches Jive Forums search engine optimizes performance and query speed by processing new messages and then storing the data in a database index that is optimized for fast querying. This index must be updated on a regular basis; otherwise, recent content will not be included in search queries. In communities with large data sets, it may be necessary to save time by optimizing the index without updating or rebuilding it. 1. Click the Settings tab. 2. Select Search Settings on the left navigation bar

90 3. Scroll down to Search Index Tools. 4. Select the Optimize the index button. 5. Press Go Content Archiving Jive Forums periodically deletes inactive content. Archiving preserves this content for later reference. Archiving must be activated globally before individual forums are archived. Enable or Disable Global Archiving 1. Click the Settings tab. 2. Click Archiving Settings under Messages on the left navigation bar. 3. To enable auto-archiving, click On to Enable, Off to Disable. 4. Click Update. Enable Archiving for a Specific Forum 1. Click the Content tab. 2. Select a sub-category from the Category Summary list 3. Select the forum you want to enable archiving for. 4. Select Archiving Settings on the left navigation bar. 5. To enable auto-archiving for this forum, click On. 6. Click Update Spell-Check and Dictionaries Jive Forums features several expandable language dictionaries used to check message text for correct spelling

91 The dictionaries packaged with Jive Forums are English (US/UK), French (France/Canada), German, Italian, and Spanish. You can add a dictionary of technical terms, as well as create a custom dictionary for adding private names, initials, acronyms, and nonstandard terminology. Change the Main Dictionary Language The main dictionary is accessed to whenever a user requests a spell check. The default main dictionary is United States English. You can also spell-check against the supplied dictionary of technical terms. 1. Click the Settings tab. 2. Select Spell Check Settings on the left navigation bar. 3. Click the pull-down menu under Change Main Dictionary and select the desired language. 4. Select the Yes radio button to include the technical dictionary. 5. Click Set Dictionary. Add Words to the Custom Dictionary The custom dictionary is for nonstandard words not included in the main dictionary. To add words to the private dictionary: 1. Click the Settings tab. 2. Select Spell Check Settings from the left-side frame

92 3. Enter one word in the Add Word to Custom Dictionary field and click Add New Word. Repeat this step for each word. When a word is successfully added, it appears alphabetically in the Custom Dictionary table. Remove Words from the Custom Dictionary 1. Click Settings. 2. Select Spell Check Settings on the left navigation bar. 3. Mark words to delete by clicking the check box next to the word in the Custom Dictionary Table. 4. Click Remove Word Password Management Enable or Disable User Password Reset This feature provides a way for a user to reset his or her password if forgotten. When a user requests a password change, Jive Forums sends a form that confirms the change and requests a reply in order to complete the operation. Once the reply is received, the password is changed. 1. Click Settings. 2. Select Password Reset on the left navigation bar. 3. Click the button next to Password Resetting Enabled. 4. Click Save Settings

93 Allow Users to Change their Own Passwords This setting determines whether users can change their own passwords. If this feature is disabled, users must contact an administrator to change passwords. 1. Click the Skin tab. 2. Click Features on the left navigation bar. 3. Locate Change Password Enabled. 4. Click Enabled or Disabled. 5. Click Save Settings Global Watch Settings A watch enables a user to track certain forums/threads and receive a notification by if any content in that forum or thread is added, moved, or removed. Configure global (SMTP) settings before enabling watches. Enable or Disable Watches 1. Click the Settings tab. 2. Click Watch Settings on the left navigation bar. 3. Under Watches Enabled, click either Yes or No. 4. Click Save Settings. Enable or Disable Notification by 1. Click the Settings tab. 2. Click Watch Settings on the left navigation bar. 3. Under notification, click either Yes or No

94 4. Click Save Settings. Enable Notification by Default You can set whether users will have notification of changes in watched content available by default. 1. Click the Settings tab. 2. Click Watch Settings on the left navigation bar. 3. Under Notification Enabled by Default, click Yes. 4. Click Save Settings. Set Digest Send Hour and Day You can set the day and time for digest s to be sent. 1. Click the Settings tab. 2. Click Watch Settings on the left navigation bar. 3. Locate Digest send hour and select from the dropdown box. 4. Locate Digest weekly send day and select from the dropdown box. 5. Click Save Settings. Set Automatic Global Watch Expiration Cycle Jive Forums will purge any watch automatically after a certain time period. 1. Click the Settings tab. 2. Click Watch Settings on the left navigation bar. 3. Locate Automatic Watch Expiration

95 4. Specify the number of days before an inactive watch is purged. 5. Click Save Settings. Set Whether Authors Receive Watch s You can set the system so that the author of a message will get a notification by when others reply to the message. 1. Click the Settings tab. 2. Click Watch Settings on the left navigation bar. 3. Locate Message Authors Receive Watch s. 4. Select the Yes or No radio button. 5. Click Save Settings. Modify Watch Notification Templates There is a different default template for every watch level (thread, forum, category, user) . There are several tokens that Jive Forums dynamically replaces with actual values when placed in the body of an to a user. The tokens are: {username} the username of the watcher { } - the address of the watcher {name} the watcher s full name {userid} the watcher s ID number {messageuser} the username of a watched message s composer

96 {messageid} the watched message s ID number {messagesubject} the subject line of a watched message {messagebody} the body of a watched message {messagecreationdate} the date the watched messages was created {messagemodificationdate} the date the watched messages was most recently modified {threadid} the watched thread s ID number {threadname} the watched thread s thread {threadmodificationdate} - the date the watched thread was last modified {threadcreationdate} - the date the watched thread was created {forumid} the watched forum s ID number {forumname} - the watched forum s thread {categoryid} the watched category s ID number {categoryname} - the watched category s name {jiveurl} the community s web path {user-id} the watched user s ID number {user-username} the watched user s username {user-name} the watched user s name {user- } the watched user s address

97 To modify the templates for these messages: 1. Click the Settings tab. 2. Locate From Properties and enter a From Name and Address, usually the administrator. 3. Locate Watch Templates and modify each template using the tokens listed above, adding or editing the messages however you wish. 4. Click Save Settings. Edit a Digest Watch Template A separate template allows you to create digest s. This template uses a different set of tokens. The following table displays these tokens, but they are also displayed when you edit the Digest Watch Template. watchedthreads watchedforums watchedcategorie s watchedusers user HashMap HashMap HashMap HashMap User The watchedthreads is a HashMap which maps a Long(threadID) -> a List of ForumMessage objects The watchedforums is a HashMap which maps a Long(forumID) -> a List of ForumMessage objects The watchedcategories is a HashMap which maps a Long(categoryID) -> a List of ForumMessage objects The watchedusers is a HashMap which maps a Long(userID) -> a List of ForumMessage objects The user who is to receive the digest

98 forumfactory usertimezone userlocale startdate enddate jiveurl datetool ForumFactor y TimeZone Locale Date Date String DateTool A reference to the ForumFactory which can be used to interact with the Jive API A reference to a Timezone for the user (useful for formatting dates) A reference to a Locale for the user (useful for formatting dates) A date object for the start time covered by the digest A date object for the end time covered by the digest The URL to be used to reference the current Jive installation A velocity utility which is useful for formatting dates. 1. Click the Settings tab. 2. Click Watch Settings on the left navigation bar. 3. Locate Digest Watch Template: and edit the subject or body of the template, using the templates shown above. 4. Click Save Settings

99 7.0 Customize Community Look and Feel You can customize the look and feel of your Jive Forums community by changing the standard messages that a user sees; by altering text fonts, colors, and images that the screens display; and in various other ways that messages and pages appear within the system. 7.1 Community Name and Welcome Text One way to customize your community is to give the community a custom name and a welcome message that reflects what the community is about. Edit Community Name 1. Click the Skin tab. 2. Click Forum Text on the left navigation bar. 3. Do one of the following: a. Use the default (internationalized) community name, Community Forums, or b. Enter a custom community name. 4. Click Save Settings. To restore Skin Settings to their original defaults, click Restore All Defaults

100 Edit Community Welcome Message 1. Click the Skin tab. 2. Click Forum Text on the left navigation bar. 3. Do one of the following: a. Use the default (internationalized) welcome message. The default message is Welcome to our online community. Please choose from one of the forums below or log-in to your user account to start using this service, or b. Enter a custom welcome message. 4. Click Save Settings. To restore the original defaults, click Restore All Defaults. 7.2 Message and Web Page Appearance You can customize a number of settings that control how messages and Web pages appear. Configure Fonts The font settings determine the typefaces Jive Forums uses to format text sent to the user s browser. The setting tells the browser which fonts to look for on the user s computer, in order of preference, and the display size. Fonts are listed in order of preference, in lower case, separated by commas. Font sizes are specified using any valid Cascading Style Sheet (CSS) size tag (such as pt, %, and em)

101 We recommend specifying only fonts that are found on most computers, such as Times, Arial, Courier, Tahoma, Helvetica, or Verdana. If the user s computer has none of the specified fonts, the browser will revert to the default serif or san-serif font. Each font list should end with either serif or sanserif. To specify fonts: 1. Click the Skin tab. 2. Click Fonts on the left-side bar. 3. Specify a font and size in the Global Font list. This font is used for most browser text output. 4. Specify a font and size for the Description Font. (This font is typically used for descriptive subheadings.) 5. Click Save Settings. To restore fonts to their default typeface and size, click Restore All Defaults. Configure Environment Colors Environment colors are assigned as standard HTML color codes, such as # for black and #FFFFFF for white. Colors are assigned to multiple skin components. Experiment with colors until you find an ideal match. To configure colors: 1. Click the Skin tab. 2. Click Colors on the left navigation bar

102 3. Specify colors for each of the available settings using the HTML color tag. When you specify the HTML color code, the color in the small box will change to the new color. 4. Click Save Settings. To restore colors to their original defaults, click Restore All Defaults. Configure Header and Footer Colors To configure header and footer colors: 1. Click the Skin tab. 2. Click Header & Footer on the left navigation bar. 3. Specify the color of the header border using standard HTML color codes. When you specify the HTML color code, the color in the small box will change to the new color. 4. Specify the color of the footer border using standard HTML color codes. When you specify the HTML color code, the color in the small box will change to the new color. 5. Click Save Settings. Configure Header Image The header image is a graphic file that appears at the top of all community web pages. This image can be formatted text, a corporate brand, or picture file. All standard web image formats are supported. 1. Click the Skin tab. 2. Click Header & Footer on the left navigation bar

103 3. Do one of the following: a. Use the default (internationalized) header image. b. Specify a custom header logo image. This setting must be in standard HTML <img> tag format, such as <img src="images/logo.gif" width="300" height="45" alt="jive Community Forums" border="0"> 4. Click Save Settings. Configure Home URL The Home URL is the web address where users access the community forums. 1. Click the Skin tab. 2. Click Header & Footer on the left navigation bar. 3. Specify a home URL. The URL can be either relative or absolute. If left blank, the Home part of the navigation breadcrumbs (for example, Home >> Category >> Forum ) does not appear. 4. Click Save Settings. Configure Message Thread Mode This setting controls whether messages in a thread appear in a list, threaded, or in a tree format. 1. Click the Skin tab. 2. Click Features on the left navigation bar. 3. Locate Thread Mode. 4. Select how you want messages to appear. 5. Click Save Settings

104 Enable or Disable Show Last Post Link This setting determines whether the last posted message in a thread appears as a link in the forum and thread views. Disabling the setting is recommended for smaller UIs. 1. Click the Skin tab. 2. Click Features on the left navigation bar. 3. Locate Show Last Post Link. 4. Click either Enable or Disable. 5. Click Save Settings

105 8.0 Monitor Forums Jive Forums features several components for monitoring the performance of the community, traffic rates, and system integrity. 8.1 View Event Logs Jive Forums keeps four logs of system errors and information. These logs are stored as plain (ASCII) text files and are viewable from the Jive Forums Admin Console. The four logs are: Error. A log of non-critical system errors (filename: jive.error.log). Info. A log of basic information and system events, such as system startups and shutdowns (filename: jive.info.log). Warn. A log of critical system warnings, such as low disk space (filename: jive.warn.log). Debug. An optional log that can be enabled and disabled at any time. When enabled, the log presents information about specific events that help troubleshoot system problems (filename: jive.debug.log). View Log Files 1. Click the System tab

106 2. Click Logs on the left navigation bar under Monitoring. 3. Click the tab to view the log file you wish to see. The log viewer presents all logs in a sortable, tabulated format. The log file output is sortable from newest to oldest and vice-versa. The viewer can display all items in the log, or only the most recent 500, 250, 100, and 50 items. The refresh pull-down menu specifies a time cycle by which the viewer rescans the file. Clear Log File You may wish to manually clear log files periodically. If you think the information in a log file may be useful later, download or the file before clearing it. To clear a log file: 1. Navigate to the log file you wish to clear. 2. Select the Clear hyperlink. 3. You ll be asked to confirm that you want to clear the contents of the file. 4. Press OK. Mark Log File You can insert a marker into a log file to mark a place. 1. Navigate to the log file you wish to mark. 2. Select the Mark hyperlink. A highlighted marker form will appear on the next line of the log file

107 Download Log File You may wish to download a log file to review off-line. 1. Navigate to the log file you wish to download. 2. Select the Download hyperlink. The standard Windows File Download panel appears. 3. Press Save and specify a location for the system to save the log file to. 4. Press Save again. Log File You may wish to a log file to someone. 1. Navigate to the log file you wish to Select the hyperlink. An form will appear. 3. Enter the address and add any text to the Subject or Body text areas. 4. Press Log File. 8.2 View Basic Forum Statistics Administrators can view general information about a forum, including the forum ID number, the number of threads and messages, and the dates the forum was created and modified. View Forum Information 1. Click the Content tab. 2. Click the name of the category or sub-category in which the forum resides

108 3. Click the name of a forum in the list to access Forum Settings and view the General Information box. 8.3 Database Query Trace Statistics Database query statistics are useful when monitoring or debugging database performance issues. Don t leave the query statistics gathering function enabled at all times, however, as it will impact performance. Enable or Disable Database Query Statistics 1. Click the System tab. 2. Select DB Queries from the left-side navigation bar. 3. Select Enable or Disable. 4. Click Update. The query log appears in the right-side browser frame. 8.4 System Environment Administrators can view information about the current installation of Jive Forums and its specific components. This

109 information is especially helpful when seeking product support or maintenance. This information includes: System uptime Jive Forums current edition The current product version The Java Virtual Machine version and vendor The type of application server Operating system and hardware The database name and version The JDBC driver and version View System Environment Information 1. Click the System tab. 2. Select System Information on the left navigation bar. The system information appears in the right-side frame. 8.5 System Properties and Task Engine Activity Administrators may view the system properties as defined in either the jive_startup.xml file or database during setup. This is helpful for support and troubleshooting. View the System Properties 1. Click the System tab. 2. Select System Information from the left-side bar. 3. Click the System Properties link at the bottom of the page

110 View Task Engine Activity This procedure displays the current state of the Jive Forums Task Engine. 1. Click the System tab. 2. Select System Information from the left-side bar. 3. Click the Task Engine Activity link at the bottom of the page. 8.6 Database Properties and Settings Administrators may easily view the database settings and properties as defined in the jive_startup.xml file. This information includes: The database name and version The JDBC driver, connection URL, and connection username Database capability attributes View Database Settings 1. Click the System tab. 2. Select System Information from the left-side bar. 3. Scroll down to see Datasource Info

111 9.0 Reports Reports are summaries of user, group, and forum, and message activity. Reports are essential when gathering metrics and for projecting future traffic patterns and system load. 9.1 View Basic Forum Statistics Administrators can view a snapshot of thread and message activity that provides basic statistics for the present day, the previous day, the past week, and the past month. View a Basic Forum Activity Report 1. Click the Reports tab. 2. Click Quick Stats on the left navigation bar. The chart appears in the right-side frame. 3. Select a preset date range from the drop-down box or specify one

112 4. Select the dataset you want to report on by selecting one or the other radio buttons. If you select Report on a specific category or forum, choose one or more categories or forums from the dropdown list. 5. Press Run Report. 9.2 Configure Reports You can configure reports on various metrics within the Jive Forums system and create lists of reports to run at certain intervals. View Installed Reports 1. Select the Reports tab. 2. Select Report Configuration from the left navigation bar. 3. The list of currently Installed Reports will display. Install a Report 1. Select the Reports tab. 2. Select Report Configuration from the left navigation bar. 3. Scroll down to Install Report. 4. Select the report you wish to install. A description of the report appears, grayed out, on the right. 5. Press Install Report. Install a Report Class You can add your own Java report classes to Jive Forums. New report classes must reside in your application server s

113 class path. If the class is not found or is not a valid java class, the installation fails. 1. Make sure the new report is a valid Java class and resides in your application server s default Java classpath. 2. Enter the fully qualified class name of the report in the supplied text box, e.g., com.mysite.jive.anewreport. 3. Press Install Class. The new report should appear in the list of Reports available to be installed. 4. Now activate the report as described above. Edit a Report s Properties 1. Select the Reports tab. 2. Select Report Configuration from the left navigation bar. 3. The list of currently Installed Reports will display. 4. Select the icon to edit the report s properties. 5. Click Save Properties. Remove a Report from the Run List You can remove a report from the list of reports to be run without removing it from the system. 1. Select the Reports tab. 2. Select Report Configuration from the left navigation bar. 3. The list of currently Installed Reports will display. 4. Select the icon to remove the report from the list. The report will be deleted from the run list without the system asking for confirmation

114 Set Global Report Date Range By default, Jive Forums reports on activity for the 90 days prior to a report s generation. Administrators can adjust this date range to limit the size and scope of reports by specifying a range. (For large communities, we don t recommend running a report for All Dates.) 1. Click the Reports tab. 2. Click Report Configuration on the left navigation bar. 3. Locate Global Date Range under Global Report Properties. 4. Specify the Date Range. 5. Click Save Global Properties. Install User Creation Report A User Creation Report is included as part of the standard reports included with Jive Forums. This report lists the users created over the period of time you specify when you run the report. 1. Click the Reports tab. 2. Click Report Configuration on the left navigation bar. 3. Scroll down to the Install Report section. 4. Select User Creation Report. 5. Press Install Report. The next time you run reports, the User Creation Report will run

115 Run A Full Report Full-length reports are run manually and are output by default to jivehome/stats/reports. The reports you added to the run list during report configuration will all be run at once. 1. Click the Reports tab. 2. Click Run Reports on the left navigation bar. 3. Click the Run Reports button. View Report Archive The Report Archives page shows you a list of the locations of all the reports that have been run in the past. Because of browser security restrictions, you may need to copy the reports to a different location to read or download them. 1. Click the Reports tab. 2. Click Report Archives on the left navigation bar

116 10.0 Import, Export, and Syndicate Forum Data These features import and export content data, permissions, and other application data to and from Jive Forums. This is helpful when adding users from other systems, or for compiling information into a database Import Administrators can use this feature to import content, permissions, and other application data into Jive Forums. This is helpful when adding users and migrating from other systems. Imported data must be in the Jive Software XML format. Import XML Data into Jive Forums 1. Make sure a properly formatted XML file exists in the default import/export directory (jivehome/data). 2. Click the System tab. 3. Click XML Import & Export on the left navigation bar. 4. Click the hyperlink for Data Import. The display will list all importable files found in the import/export directory. 5. Click the button next to a file to import (only one file is importable at a time). 6. Click Start Import

117 10.2 Export This feature exports content data, permissions, and other application data from Jive Forums. This is helpful when compiling user data into a database or exporting content to Jive Knowledge Base or third-party system. Information is exported in the Jive Software XML format. All data objects are exportable in a single XML table and as groups of individual objects. All data is exported to files in the default import/export directory (jivehome/data). Exportable data objects include: All objects forums, threads, users, and permissions Users user names and IDs Groups group lists Permissions user permission matrix Forums forum data only Export XML Data from Jive Forums 1. Click the System tab. 2. Click XML Import & Export on the left navigation bar. 3. Click the Data Export hyperlink. 4. Click the button next to one of the following: a. Standard Options: all users, groups, permissions, and forums are exported to jivehome/data. Go to Step 7. b. Custom Options. Go to Step

118 5. Place a check next to the data objects to export. 6. Select whether to export all content or select specific content to export. 7. Specify a location for the exported data, either a file or to a browser. (You can enter a Custom File Name in the appropriate field.) 8. Change the Export File Encoding and Format if you wish. 9. Click Start Export to write the XML data Syndicate Content RSS (short for Really Simple Syndication) is a method of distributing links to forum content on other sites. If enabled, a user can choose to set up syndication of forum content to a personal homepage, a blog, or other website. To perform RSS syndication requires programming knowledge and information about interfaces to specific readers. See the Jive Forums product distribution for information. Enable or Disable RSS Content Syndication 1. Click the Skin tab. 2. Click RSS Feeds on the left navigation bar. 3. Click either Enabled or Disabled. 4. Click Save Settings

119 11.0 Enterprise Edition Features These advanced customization and configuration features are available in Jive Forums Enterprise Edition only NNTP Server The Network News Transport Protocol (NNTP) is used by the Usenet Internet service to transfer articles between servers. You can also use NNTP to post and read newsgroup articles. You use the NNTP feature of Jive Forums to host your Forums community as a set of newsgroups to outside users. When enabled, the NNTP functionality within Jive Forums maintains an exterior view of your Forums community that is identical in content to the Forum. Outside users can post messages and respond to messages within the Forums community as if they were posting to Internet newsgroups. View or Change NNTP Server Status 1. Select the NNTP Tab. 2. Select Server Status under NNTP Server Status in the left navigation bar. 3. The display reports the status of the NNTP server

120 4. If it s off and you want it on, press Start Server. Manage NNTP Server Network Settings 1. Select the NNTP Tab. 2. Select Network Settings under NNTP Server Status in the left navigation bar. 3. From here, you can change: the NNTP Server Name, NNTP Port, Session Timeout, write buffer length and the maximum header length. 4. Press Save Settings to adjust the NNTP Server Network Settings. Manage NNTP Server Features 1. Select the NNTP Tab. 2. Select NNTP Features under NNTP Server Status in the left navigation bar. 3. Adjust settings for the following features: requiring user authentication before reading newsgroups, requiring user authentication before posting to newsgroups, enabling attachments to postings. 4. Set or change the user name displayed by anonymous users and the default message subject if a poster does not specify one. 5. Set or change whether to return an empty list for LIST or NEWNEWS commands, which newsgroup readers send looking for updated newsgroup content

121 6. Press Save Settings. Manage Connections to the NNTP Server 1. Select the NNTP Tab. 2. Select Connections under NNTP Management in the left navigation bar. A list of active connections to the NNTP server and their properties displays. (If the server is OFF, no connections display.) Manage the List of Available Newsgroups 1. Select the NNTP Tab. 2. Select Newsgroups under NNTP Management in the left navigation bar. You ll see a list of all the forums in the system and their NNTP aliases. 3. Click on the newsgroup name to edit it. 4. Click Save Settings Clustering In a clustered community, several application servers work together to distribute heavy traffic evenly. This increases scalability and provides fault tolerance if one or more servers fail. Clusters configure themselves, have no single point of failure, and provide near-linear scalability when additional servers are added. Tangosol s Coherence caching product powers Jive Forums distributed cache. New forum content is automatically pushed to all servers in the cluster. Servers

122 can join and leave the cluster at-will. Cluster node failures are transparently handled. Cluster architecture An optimal clustering configuration depends on network traffic, existing infrastructure, and budget. An example clustering configuration is pictured below: Load-balancer: A load balancer sits between users and the application servers. Every user is issued a unique session cookie that maintains their current state as they use the forums. A session is created on a single application server, and is optionally distributed to the other servers for fault tolerance. If the load-balancer is "session-aware", it inspects the cookie value and always sends the user to the same application server for each request. This is the most efficient option. Otherwise, the load-balancer sends the requests round-robin style to a random application server, requiring that all session data is constantly replicated between servers. Consult your application server documentation for recommended session replication and failover services