Information Technology Services. Saint Louis University. Accessing MySLU. Benefits and Overview. Customizing MySLU. Getting Help

Transcription

1 Saint Louis University Introduction to MySLU Accessing MySLU Benefits and Overview Customizing MySLU Getting Help Information Technology Services IT Training and Communications 3694 West Pine Mall Phone:

2 This manual was designed and developed by ITS Training and Communications and copying and/or redistributing in any form is strictly prohibited without the written consent of the ITS Training and Communications Department Manager and the VP/CIO for ITS at Saint Louis University.

3 Table of Contents Chapter One: Accessing MySLU... 5 Lesson 1-1: Logging In to MySLU...6 Lesson 1-2: Logging Out of MySLU...8 Chapter One Review...10 Chapter Two: Overview of MySLU Lesson 2-1: Understanding the MySLU Project and Benefits...12 Lesson 2-2: Navigating the MySLU screen...14 Chapter Two Review...18 Chapter Three: Customizing Your MySLU...19 Lesson 3-1: Adding, Modifying, and Removing Tabs and Channels...20 Lesson 3-2: Subscribing to and Unsubscribing from Channels...26 Lesson 3-3: Modifying Columns...32 Chapter Three Review...35 Chapter Four: Getting Help with MySLU Lesson 4-1: On-Line Help...38 Lesson 4-2: Getting Help at SLU...41

4

5 Chapter One: Accessing MySLU Chapter Objectives: Logging in to MySLU Logging out of MySLU Welcome to Introduction to MySLU! This course is designed to provide you with a quick overview of the MySLU system, the benefits of the system, an understanding of terms, and the many ways in which you can customize your MySLU. You will need to have your SLU Net ID and password before we begin. Your SLU Net ID is your SLU name. Your initial password is the first six digits of your Banner number. Prerequisites An understanding of basic computer functions (how to use the mouse and keyboard). A MySLU user ID and password.

6 6 Introduction to MySLU Lesson 1-1: Logging In to MySLU Figure 1-1 The Internet address to access the MySLU system. Figure 1-1 The MySLU system can be accessed from any where you have an Internet connection and a web browser. The Internet address is simple: myslu.slu.edu 1. Open Internet Explorer. In the Address field, enter the address for MySLU: myslu.slu.edu Press Enter. The MySLU web page appears (note: your page may look somewhat different from the example in this manual): Saint Louis University

7 Chapter One: Accessing MySLU 7 2. On the left side of your MySLU page, there is a section for Secure Access Login. Enter your SLU Net ID and Password (on your initial login, your password is the first six digits of your Banner number): 3. Click on the Login button. You are now ready to go with MySLU: Information Technology Services

8 8 Introduction to MySLU Lesson 1-2: Logging Out of MySLU Figure 1-2 The MySLU logout icon. Figure 1-2 Figure 1-3 MySLU logout confirmation screen. Figure 1-3 Logging out of MySLU is very simple, but also very important. If you leave your desk while logged in to MySLU, anyone could access your information ( , calendar, Banner Self- Service, Internet Native Banner administrative system information, etc.) The MySLU server is preset to automatically log you out after a period of time when there is no activity, but this is not a substitute for logging out to be sure of information security. The process is easy! 1. From your MySLU screen, click on the Logout icon as seen in Figure 1-2, located in the upper right corner of your window:. Saint Louis University

9 Chapter One: Accessing MySLU 9 2. The logout confirmation appears, as seen in figure 1-3. Within a few seconds, you are logged out and ready to leave your workstation: That s all there is to it! Information Technology Services

10 10 Introduction to MySLU Chapter One Review Lesson Summary Logging in to MySLU Go to the MySLU web address: myslu.slu.edu. Enter your SLU Net ID and Password Click the Login button Logging out of MySLU Click the MySLU logout icon A confirmation window appears acknowledging the logout. Saint Louis University

11 Chapter Two: Overview of MySLU Chapter Objectives: Understand the MySLU project and its benefits Learn more about role based content Prerequisites Be able to log in to and out of MySLU. Navigating the MySLU screen If you re new to the MySLU project, you probably have lots of questions about the entire project and the benefits it will mean for you. This chapter will answer those for you or at least help you find out who can answer specific questions. The MySLU system interface that you see when you log in is based on a tabs, columns, and channels structure, each of which is based on the role you play in the MySLU system. This chapter will help you understand that structure as we navigate through the tabs, columns, and channels.

12 12 Introduction to MySLU Lesson 2-1: Understanding the MySLU Project and Benefits Figure 2-1 The layers of the MySLU project. MySLU User Figure 2-1 Customizable Web Portal Banner Software Oracle Database Alumni and Development Financial Aid Finance Human Resources Student The MySLU project is a true University-wide information management system. MySLU will take Saint Louis University from obsolete technology to improvements in a number of ways. The project spand a three-year time period, launching initially in December 2002 with completion in December These are the major identified benefits of the project: o Improve business practices o Integrated information for decision management o Improve relationships with stakeholders o Strengthen SLU s competitive position o Bolster system security o Customize information But what does this all mean for YOU? Saint Louis University

13 Chapter Two: Overview of MySLU 13 Benefits for Staff: o o o o o Greater reliability in the technology Availability of information Accessibility of information Ability to customize commonly needed information areas Increased security Benefits for Faculty: o Improvement of integration of pedagogy and technology o o o Improved student advising Simplified course management, including on-line grading and enrollment changes Improved research opportunities and tools Benefits for Students: o o o o Improved student information and services (Financial Aid, Housing, Bursar, Registration, Libraries, Advising) Online information about classes and schedules New options for learning Improved communication with the faculty The actual content you will see when you log in to MySLU will depend on your role: faculty, staff, or student. Let s look at the next lesson to get a better understanding of role-based content. Information Technology Services

14 14 Introduction to MySLU Lesson 2-2: Navigating the MySLU screen Figure 2-2 Sample of the Home tab in a staff account. Figure 2-2 As you know, the content on your MySLU page will depend on your role: faculty, staff, or student. However, there are some portions of the page that are the same for everyone, no matter what your role may be. Let s use the screen above as our example, and examine all the pieces of the screen. 1. Log in to MySLU with the SLU Net ID and Password provided to you by your trainer. On the far right side of the top of the page, you have some basic MySLU icons: , calendar, groups, logout, help: Icons are picture representations of actions. For example, if you want to look at your MySLU calendar, you could click on the calendar icon. To see your groups, click on the groups icon, and so on. Note: the help icon is a very useful source for on-line help! Saint Louis University

15 Chapter Two: Overview of MySLU On the left side of the MySLU page are your tabs (these will change depending on the role you play.) Tabs represent categories of information much like file guides in a file cabinet or section guides in a recipe box. You can add more tabs to your MySLU and customize their titles we ll learn that later. The tabs you see on your initial login to MySLU are defaults and can not be changed. 3. Click on the Home tab. Note the channels (Personal Announcements, Newslink, and Campus Announcements) on the tab: Channels provide at-a-glance information with click through to expanded content or web resources. Here is another sample of a tab with several channels: Information Technology Services

16 16 Introduction to MySLU Notice that the channels are differentiated from each other by borders, and each contains a title and a tool bar. You may have options to delete a channel, maximize its size, minimize the channel or ever get help about the channel. NOTE: you may not delete the default channels of Personal Announcements, Campus Announcements and Newslink. 4. In the Newslink channel, click on the first story s hyperlink. By clicking on a channel link, it opens the full page of the content: Clicking here.. Opens this page! 5. Close the Newslink story you selected and return to MySLU. 6. On the Newslink channel, click on the minimize icon: The Newslink channel is now minimized: Notice how the icon button arrow changes from an up arrow when the channel was maximized, to a down arrow when the channel is minimized. Maximize the Newslink channel by clicking on the maximize icon. Saint Louis University

17 Chapter Two: Overview of MySLU 17 Campus Announcements and Personal Announcements Campus Announcements and Personal Announcements channels allow communication with specific groups of MySLU users. These announcements have a start and stop date in the MySLU system and they will appear until they expire. Campus Announcements are global messages sent to all system users. Personal Announcements are sent based on information specific to your role on campus, your major (if you are a student), a class you are currently enrolled in (for example), or some other attribute. For example, an announcement could be sent to all history majors informing them of a lecture by a guest professor from another university. Announcements can be configured to appear within their respective channel and/or as an message for every recipient. Information Technology Services

18 18 Introduction to MySLU Chapter Two Review Lesson Summary MySLU Benefits Improve business practices Integrated information for decision management Improve relationships with stakeholders Strengthen SLU s competitive position Bolster system security Customize information. Role-based Content Three primary roles: Faculty, Staff, Student Default content: Content depends on the role, the configured tabs, and channels selected. Navigating MySLU MySLU uses icons, tabs, and channels. Channels can be maximized, minimized, and deleted (not the default channels). Announcements are used to communicate within MySLU. We have Personal Announcements and Campus Announcements. Newslink is a default channel in MySLU. Saint Louis University

19 Chapter Three: Customizing Your MySLU Chapter Objectives: Adding, modifying, and removing tabs and channels Subscribing to and unsubscribing from channels Prerequisites Understand the difference between tabs and channels. Modifying columns We ve already looked at some of the default settings in MySLU. Now, let s look at how to customize the layout to your own personal preference!

20 20 Introduction to MySLU Lesson 3-1: Adding, Modifying, and Removing Tabs and Channels Figure 3-1 MySLU User Preferences window. Figure 3-1 You have great flexibility to customize tabs, columns, and channels in MySLU. We ll first look at tabs. 1. Log in to your MySLU. 2. Click on Content/Layout, located on the left of the MySLU window: 3. The User Preferences window opens: Saint Louis University

21 Chapter Three: Customizing Your MySLU 21 Let s review the special buttons on this page: Button/Button Name: Button Function/Description: The New Tab button allows you to add a new content tab to your layout. The New Column button allows you to add a new column to the layout of a selected tab. The Select Column button allows you to select a column to move horizontally in the layout of a selected tab or to adjust the widths of the columns in a tab. The New Channel button allows you to add a new channel to the selected tab in a specified area. The directional arrows allows you to move a tab horizontally in the display, column horizontally in a given tab, or a channel horizontally or vertically across columns or vertically within a column. In addition to providing the ability to move the channel horizontally or vertically, this image allows you to delete the channel from the tab (unless it is a default channel) by clicking the icon. To select the channel to edit it, you click the edit icon. You will then see a list of options allowable for the channel, such as changing the height of a channel window. Information Technology Services

22 22 Introduction to MySLU Adding a Tab By default, MySLU provides great flexibility for you to customize the tabs and channels in your layout. One of the options you have is to create new tabs and populate them with channels. Let s create a new tab. 1. With the User Preferences window open, click the Add New Tab button. The window opens the Steps for adding this new tab : 2. Complete the windows as follows: Name the tab: use your first name Select the type: traditional Select a position for the tab: your choice Submit the choices: click the Submit button. You are returned to the User Preference window and your new tab appears in the location which you selected: 3. Return to your MySLU opening screen: Saint Louis University

23 Chapter Three: Customizing Your MySLU 23 Your new tab appears on the page: Modifying a Tab You can change the name and type of your tab, move the location, and delete it. Let s see how. 4. From the Content/Layout screen, select the tab we just created. The Options for modifying this tab screen appears: Let s continue with these steps one at a time. 5. Change the name to your LAST name and click Rename button Information Technology Services

24 24 Introduction to MySLU Once you submit, the name change, you are returned to the User Preference page and your tab now has your new name: 6. Click your tab again to return to the Options for modifying this tab screen. Select Framed under Change tab type. 7. Enter the URL for Information Technology services ( 8. Click the Change button. Notice the User Preferences window. The URL for ITS appears as just a link on the body of this page. Return to your MySLU page: Saint Louis University

25 Chapter Three: Customizing Your MySLU 25 Now, when you click on your tab, the web page (in this case, for ITS), becomes your tab content: Deleting a Tab Click on Content/Layout and return to your User Preferences window. Click on your tab. By clicking Delete this tab, you would remove/delete it---but PLEASE DO NOT! We ll use YOUR tab in the next lesson! Information Technology Services

26 26 Introduction to MySLU Lesson 3-2: Subscribing to and Unsubscribing from Channels Figure 3-2 The User Preferences screen for adding a channel (subscribing). Figure 3-2 Content is provided to you through the channels to which you subscribe. Channels provide at-a-glance information with click through to expanded content or web resources. Some of the typical channels you may see include: The number of appointments on your calendar Fragments of personal announcements you have been sent Bookmarks you create Links to other online resources at Saint Louis University Access to course schedules or administrative services 1. Log in to MySLU. 2. Click on the tab you created in lesson Change the tab type to Traditional and remove the URL. 4. Click on the Change button. Saint Louis University

27 Chapter Three: Customizing Your MySLU Click Change. You are returned to your blank tab. Since we have made changes to this tab, your appearance will look like this. MySLU has made a placeholder for new content (the New Channel button). NOTE: this placeholder is gone once you leave this tab, as seen in Step 5 below: 5. Click back on your Home tab (first tab) and then back to YOUR tab. The appearance should look similar to this: Information Technology Services

28 28 Introduction to MySLU 6. Click Content/Layout. Since the default for the tabs for this user is one column, MySLU presents your blank tab in the same layout (your default number of columns may be different) Let s add a channel in our middle column. 7. Click the Add Channel button in the middle column. The Steps for adding a channel screen appears: 8. Browse for a category by dropping down the arrow. You may select individual categories or all the categories. Select Select All and click the go button: Saint Louis University

29 Chapter Three: Customizing Your MySLU In step 1 on this screen, you have selected the Select All category. You may select a subcategory OR continue to step 2 and select a channel: 10. Click on the St. Louis Weather channel under Step 2. Click the Add button under step 3. This particular channel can be resized (some can some cannot). For now, leave it as it is: 11. Click the Finished button: Information Technology Services

30 30 Introduction to MySLU 12. On the User Preferences screen, you can see your placeholder on your tab: 13. Click back to your tab. Your new channel appears! Saint Louis University

31 Chapter Three: Customizing Your MySLU 31 Unsubscribe from a Channel Unsubscribing from a channel is very easy to do. 1. From YOUR tab, click on Content/Layout. 2. Find the St. Louis Weather channel. Click the X on the upper right corner: 3. MySLU confirms that you wish to delete the channel: 4. Click OK. The channel is removed and your place holder remains while on this screen: NOTE: You can also delete a channel on a tab by clicking on the X for that channel without going into Content/Layout. Information Technology Services

32 32 Introduction to MySLU Lesson 3-3: Modifying Columns Figure 3-3 Screen for modifying columns in MySLU. Figure 3-3 You can add more columns to your tab and remove columns from your tabs! 1. Click on YOUR tab. Click on the Add Column button: The User Preferences window opens. Since we now have two columns, you must decide on how wide each on will be! 2. Make each column 50% of the total page. Click Submit: Saint Louis University

33 Chapter Three: Customizing Your MySLU Click YOUR tab. Since your columns do not have any channels, your tab appears empty. Click Preferences. Notice the two columns and the arrows next to them. This means you can switch their places on your tab: 4. Take a minute and add a channel in each of the two columns. Deleting a Column 5. Go to the Preferences screen for YOUR tab. 6. Click on the Select Column button for the RIGHT HAND COLUMN. The options screen opens. Notice how the selected column is in highlighted: 7. Click Delete this column. MySLU confirms the deletion: Information Technology Services

34 34 Introduction to MySLU 8. Click OK.. You are returned to YOUR tab. Notice how MySLU makes your single column 100% of the page so the size is more appealing! The Channel is also deleted. 9. Delete the other column on YOUR tab. Saint Louis University

35 Chapter Three: Customizing Your MySLU 35 Chapter Three Review Lesson Summary Adding, Modifying, and Removing Tabs and Channels Adding a Tab: Click the Add New Tab button Complete the screen fields Modifying a Tab: Select the tab Go to Content/Layout Make changes Click the Change button Deleting a Tab: Select the tab Go to Content/Layout Click Delete this tab Subscribing and Unsubscribing From Channels Subscribing to a Channel Select the tab Select a column for the channel Click the Add Channel button Browse to find the channel you want Click the Add button Click the Finished button Unsubscribe from a Channel Select the Tab Select the Channel Click the X button Confirm the delete Information Technology Services

36 36 Introduction to MySLU Modifying Columns Adding a Column Select the tab Click the Add Column button Change % Click Submit Delete a Column Select the column Click Delete this column Confirm the deletion Saint Louis University

37 Chapter Four: Getting Help with MySLU Chapter Objectives: Using MySLU on-line help Getting help at Saint Louis University Now that you ve walked through an introduction to using MySLU, you should be more comfortable with getting started. Once you start trying new things in MySLU, you may have some questions. Let s see where you can go to get help! Prerequisites An understanding of the functions of MySLU, benefits of MySLU, and customizing of MySLU.

38 38 Introduction to MySLU Lesson 4-1: On-Line Help Figure 4-1 The on-line help icon in MySLU. Figure 4-1 MySLU comes with an excellent on-line help feature. Let s take a closer look. 1. Log in to MySLU. 2. Click the on-line Help icon as seen in Figure The Help Center window opens: 4. Notice the General Help Menu: MySLU defines this menu as: We strive to make your online experience as enjoyable as possible. To get general help information about the system or its basic functionality, click any of the topics on the left. For expanded help topics on applications like , Chat, Calendar and the like, click the appropriate option from Help Topics Index, or the help icon contained within the application when you are using it. Saint Louis University

39 Chapter Four: Getting Help with MySLU Click How Do I and select Access Calendar: 6. MySLU s help window provides the content, which can be read online and/or printed: Information Technology Services

40 40 Introduction to MySLU 7. Notice the Help Topics Index panel. Click on Calendar: 8. The Calendar Help Menu opens with expanded options: Saint Louis University

41 Chapter Four: Getting Help with MySLU 41 Lesson 4-2: Getting Help at SLU Figure 4-2 Figure 4-2 The ITS Customer Service Center is ready to offer MySLU assistance. If you need additional help with MySLU: 1. Contact the ITS Customer Service Center at Contact your local IT support staff: Name: Telephone: 3. Contact your area MySLU Expert: Name: Telephone: 4. Contact your MySLU trainer: Name: Telephone: Information Technology Services