Infor Xtreme Communities

Transcription

1 Infor Xtreme Communities Quick User Guide Revision No APRIL 2016 Copyright 2016 Infor. All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All other trademarks listed herein are the property of their respective owners.

2 Table of Contents 1. Home Page Headline Content Group Page Group Header Group Content Discussions New Discussion Viewing a Discussion Replying Replying To a Discussion Replying To a Reply 9 4. User User Profile Header Profile Content Editing Profile Settings Settings Header Options Content Digest Content Subscriptions Content Notifications Content Searching Home Page Search Group Page Search Bookmarks What Are Bookmarks? Add New Bookmark Using Bookmarks Remove Bookmarks 22 April 2016 Page 2 of 22

3 1. Home Page This section explains the Infor Xtreme Community Home Page. 1.1 Headline The static Headline contains multiple functions and the menu which allows you to easily navigate and search the community. Number - Option 1 Search Search is context-sensitive, it recognizes the context it is being used in and returns results based on it. For example, search on the Home Page and it will search all community groups you have access to, but if you are in a specific community group, only that group will be searched. 2 Notifications The Notifications function displays a list of All or Unread notifications that have been sent to you by the community. You are notified by or live Alert (when logged in to the communities) of actions that have occurred to the content you are subscribed to. You are able to configure which notifications you would like, in the Profile Settings page. 3 Messages The Messages function displays a list of All private messages that you have sent or received from other community members. 4 Bookmarks The Bookmarks function displays a list of Bookmarks you have setup on community content. Bookmarks are a great way to find content you may want to refer to frequently. 5 Profile The Profile function allows you to view and edit your community profile and settings. 6 Home The Home menu option will bring you back to the Home Page. 7 Community Groups The Community Groups menu option will list all Infor Xtreme Community groups that you have access to, based on your Infor Xtreme Product Entitlement. 8 Help The Help menu option will display the community Knowledge Base which contains various help documents. 9 Terms Of Use The Terms Of Use option will display the Infor Xtreme Communities Terms of Use Knowledge Base entry. April 2016 Page 3 of 22

4 1.2 Content The content of the Home Page is laid out in three columns of data. Number 1 Groups You Have Joined This is a list of community Groups that you have access to and have specifically requested to Join. Joining a groups allows you to review and add content, replies, etc. 2 Groups You Can Access 3 Activity Stream This list displays all community Groups you are eligible to join based on your Infor Xtreme Product Entitlement. It displays those you have joined and those you have yet to join. This area displays all activities that have occurred in the groups you have joined, in chronological order. 4 Discussions Participated In 5 Latest Discussions This displays a list of the 10 most recent discussions that you have participated in. This displays a list of the 10 most recent discussions that have been updated for all groups you are a member of. April 2016 Page 4 of 22

5 2. Group Page This section explains the Group page. 2.1 Group Header Number 1 Discussions The Discussions option will display a list with all discussions related to this specific group. 2 Files The Files option will display a list of uploaded media content related to this specific group. 3 Members The Members option will display a list of community users that have joined this specific group. 4 Tags The Tags option will display all tags that apply to this specific group. 5 New The New option allows you add a new Discussion to this specific group. April 2016 Page 5 of 22

6 2.2 Group Content The Group Content page is laid out in two columns of data. Number 1 Discussions This is a list of the 5 most recently updated discussions. Various sort options are available. 2 Activity Stream This area displays all activities that have occurred within this specific group in chronological order. 3 Leave The Leave option will display only if you have already joined this specific group. Leaving the group means you will no longer receive any notifications related to the group. 4 Digest The Digest option allows you to select the frequency you want to receive the digest via for this specific group. April 2016 Page 6 of 22

7 3. Discussions This section explains the Discussion functionality. 3.1 New Discussion When selecting the New Option within a Community Group as described above, the following screen will appear. Step 1 Subject Enter a Subject for the discussion 2 Enter a using the Rich Editor, if you need to add an attachment simply drag and drop into the Rich Editor. 3 Tags Optional - Add Tags related to content of this discussion, as you type it will find tags already used in the specific group, if the tag does not exist, select the new tag and it will display in italics. These tags can later be used for searching 4 Post When your content is complete, select the Post button, the discussion will be created in the specific group and notifications will be sent out to members based on their profile options. April 2016 Page 7 of 22

8 3.2 Viewing a Discussion Number 1 Discussion Subject The Subject and of the discussion are displayed at the top. 2 Replies The Replies are listed in chronological order, 15 replies will show before pagination occurs. 3 Discussion Details This section displays key information about the discussion, who started the discussion, when it was started, number of replies, number of subscribers (who will be notified upon update) and number of users that have viewed the discussion. 4 Tags This section displays the Tags associated to this discussion, selecting a specific tag will perform a search within the current group that contain the tag. 5 Mute Will turn off the notifications if you elect to no longer be sent s when replies are posted 6 Related This section displays other discussions in this group that are related based on Tags and Discussion Subject and. April 2016 Page 8 of 22

9 3.3 Replying Replying To a Discussion Step 1 Reply Text Click on the Reply button and the simple Reply Text box will open. 2 Reply Click on the Reply button when you are finished entering your text. 3 Rich Formatting Optional If you would prefer to use the Rich Text editor or add an attachments, click on the Use rich formatting link to open the window Replying To a Reply Step 1 Reply Text Click on the Reply button and the simple Reply Text box will open. 2 Reply Click on the Reply button when you are finished entering your text. 3 Rich Formatting Optional If you would prefer to use the Rich Text editor or add an attachments, click on the Use rich formatting link to open the window. April 2016 Page 9 of 22

10 4. User This sections explains how to view and update your profile and settings. 4.1 User Steps 1 Avatar Selecting your Avatar will display the Profile and Settings options. 2 Profile Selecting Profile will open the Profile page where you can view and edit information about yourself that is visible to other community members. 3 Settings Selecting Settings will open the Settings page where you can view and edit various community settings such as Subscriptions, Digests, Date and Time format etc. April 2016 Page 10 of 22

11 4.1.1 Profile Header Number 1 Avatar This is the public Avatar that is shown to all members if you have uploaded one. 2 Profile This is the Display Name that is shown to all members. 3 Activity Selecting this option will display a list of all of your Activity within the community. 4 Groups Selecting this option will display a list of all of your Groups you have joined. 5 Friends Selecting this option will display a list of all the Members you have connected with. 6 Mentions Selecting this option will display a list of all the content where you have been directly mentioned. 7 Likes Selecting this option will display a list of all the content where you have been directly mentioned. 8 Bookmarks Selecting this option will display a list of all your Bookmarks. April 2016 Page 11 of 22

12 4.1.2 Profile Content Number 1 About Display Name This section displays your biography. 2 About This section contains additional information about you. 3 Product Information 4 Products Interested In This sections contains your Primary Product, Secondary Product and Versions and Platforms. This section contains your Solution Interests. 5 Edit Profile Will allow you to Edit your Profile. April 2016 Page 12 of 22

13 4.1.3 Editing Profile Step 1 Avatar Click on Avatar and the page will open to allow to upload a new Avatar. 2 Display Name Do not change While you can change your Display Name here, it is controlled by Infor Xtreme and is resent every time you log into the Community. If you wish to change your Display Name, change this in your Infor Xtreme Profile. 3 Profile Content All Profile Content fields can be changed as required. 4 Save Profile Once you have completed your Profile Updates, click Save Profile. 5 Cancel Select this option is you do not wish to Save and updates. April 2016 Page 13 of 22

14 4.2 Settings Settings Header Number 1 Options Selecting this option will allow you to View and Edit your Site Options. 2 Digests Selecting this option will list all Digests for your groups and the frequency you will receive them. 3 Subscriptions Selecting this option will list all Subscriptions for each group you have access to. 4 Notifications Selecting this option will list all Notifications you will receive. April 2016 Page 14 of 22

15 4.2.2 Options Content Number 1 address 2 Enable contact 3 Enable HTML s 4 Content editor 5 Time zone 6 Date format 7 Allow private messages from 8 Share bookmarks 9 Include in search Do Not Change This is controlled by Infor Xtreme and is resent every time you log into the Community. If you wish to change your Address, change this in your Infor Xtreme Profile. Check if you want communications. Check if you want HTML s, if disable then Text s will be sent. Choose which editor to use. Choose your Time zone. Choose your Date Format Choose which community members can send you Private Messages. Check if you wish to share your Bookmarks when another member views your profile. Check if you want your Profile to be shown in the Search function. 10 Save Save any changes made to your Settings. April 2016 Page 15 of 22

16 Digest Content Number 1 Groups List displays all groups you have access to and are a member of. 2 Frequency Displays the frequency the Digest will be sent to you for each group. 3 Other Group Subscriptions If you have access to a Group but have not joined it, but have chosen to receive the Digest. 4 Save Save any changes made to your Digests. April 2016 Page 16 of 22

17 4.2.4 Subscriptions Content Number 1 Application Name Lists all Applications and Groups that you have elected to Subscribe to. 2 Frequency Ability to Unsubscribe to the specific Application and Group. 3 Save Save any changes made to Subscriptions. April 2016 Page 17 of 22

18 4.2.5 Notifications Content Number 1 Notify Me When Lists all Notifications that can be sent by the community based on your Subscriptions. 2 Choose if you want an sent to you for this notification. 3 Live Alert Choose if you want a Live Alert for this notification. Live Alerts are temporary pop-ups that appear in your browser to notify events as they happen when you are logged in to the Communities. April 2016 Page 18 of 22

19 5. Searching This section explains the Searching functionality. 5.1 Home Page Search Search is context sensitive, when you perform a search on the Home Page it will search all Groups you have access to. Step 1 Search Bar Enter the text you wish to Search for in the Search Bar, as you type the search is performed automatically. 2 Search In Choose if you want to Search Community Content (all you have access to), Groups Header content, or People. 3 Search Results 4 Advanced Search Based on your search term, the results are shown in the list with the most relevant at the top, simply click on content to open. Opens the Advanced search screen with all the results from the search along with some facets to zero in the search. April 2016 Page 19 of 22

20 5.2 Group Page Search When you are within a specific group, the search will only be performed against that Group. Step 1 Search Bar Enter the text you wish to Search for in the Search Bar, as you type the search is performed automatically. 2 Search In Displays the Group the search has been performed in. 3 Advanced Search Opens Advanced search screen with all the results from the search along with some facets to zero in the search. April 2016 Page 20 of 22

21 6. Bookmarks This section explains how to create and use Bookmarks. 6.1 What Are Bookmarks? The Bookmark functionality allows you to keep a list of links to any content, groups or users that you may wish to refer to quickly in the future Add New Bookmark Step 1 Bookmark Icon 2 Bookmark this. When you are on the content, group or user you wish to Bookmark, select the Bookmark icon in the Headline. Select the Bookmark this. to save a bookmark to the specific content, group or user. April 2016 Page 21 of 22

22 6.1.2 Using Bookmarks Step 1 Bookmark Icon 2 Bookmark Filters 3 Content Bookmark On the Headline, select the Bookmark icon. Use the Bookmark Filters to select the relevant option, to show the Bookmark you require. The content Bookmark will show the Subject and relevant group this content belongs to, simply select the list item to open the content. 4 View All If you wish to see more details on your Bookmarks, select the View All option and a new page will open with additional details Remove Bookmarks Step 1 Bookmark Icon On the Headline, select the Bookmark icon. 2 View All Select View All 3 Remove bookmark Select the Remove bookmark link. April 2016 Page 22 of 22