EFM Community 3.1 Portal Administration Guide

EFM Community 3.1 Portal Administration Guide WHITE PAPER

For technical support please call: 1-800-787-8755 Or visit: Hwww.Vovici.comH Please contact Vovici technical support if you believe any of the information shown here is incorrect. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Vovici Corporation. Copyright 2007, Vovici Corporation. All Rights Reserved. All other company and product names are trademarks or registered trademarks of their respective holders. Printed in the United States of America April 2008 i

Table of Contents Portal Admin Users... 1 Control Panel... 6 Page Functions... 7 Common Tasks...17 Survey Properties and Your Portal...17 Survey Authorization...20 Community Forums...21 Admin Drop-Down Menu Choices...25 Language Editor...49 WYSIWYG Design Environment...55 Modules...57 Portal E-mail Management...79 Portal Profiles...93 Portal Member Users...95 Forgot Your Password?...97 How to Place a Survey in the Portal...106 Portal FAQs...107 Index...111 Glossary...115 ii

Portal Admin Users Portal Administration Overview The portal administrator (once they have completed the login process) will see a Control Panel containing options to help them set up their portal site. The Control Panel contains options for Page Functions, options to add a new or existing module, and Common Tasks. The Control Panel can be collapsed or expanded by clicking the arrow next to Show Control Panel? in the upper-right corner. Admin Control Panel Mode There are three Modes in the Control Panel: View - Select this mode to preview what your Portal will look like to Portal Members. Once you make changes, select "View" to preview. Edit - Select this mode to edit pages, add modules or perform common tasks. Design - Select this mode to start the initial design of your Portal. Page Functions The Page Functions section of the Control Panel includes: Add New Page Current Page Settings Delete Current Page Copy Current Page Export Page Import Page Add New or Existing Module This section allows you to select a module from the drop-down menu and add it to your portal site. You can add a new module or one that already exists by selecting the radio button of the desired choice. The provided menus and fields allow you to select a module, give it a title, set the visibility of the module, and determine what pane on the page it will be displayed in, where it is inserted and how it is aligned. See the Modules Table for a complete list of modules that are available along with 1

descriptions. Visit the How to Add Modules to Your Portal topic for more information. Common Tasks The Common Tasks section of the Control Panel includes: Edit Site Settings Manage Users Manage Security Roles Manage Files Go to Online Help Many of the settings and administrative functions can also be reached by selecting the desired option from the Admin drop-down menu in the tool bar. Included choices are: Site Settings Pages Security Roles User Accounts Vendors Site Log Newsletters File Manager Recycle Bin Event Viewer Skins Languages 2

Navigating in the Portal Interface Administrator's View Control Panel Overview The Control Panel is displayed to Administrators and the Host (Vovici). It is divided into three sections: page management, module management and common tasks. The Page Functions section is located on the left side of the control panel and is accessible to Administrators and the Host. It enables these users to add a new page (Add), edit the current page settings (Settings), delete the current page (Delete), copy the current page (Copy), and Export/Import. The Module section is located in the center of the control panel and is accessible to Administrators and the Host. It enables these users to add new or existing modules as well as set the role visibility, title, the location and alignment of the module being added. The Common Tasks section is located on the right side of the control panel and is accessible to Administrators and the Host. It provides quick links to the following administration tasks for this portal: Site (the Site Settings page), Users (the User Account page), Roles (the Security Roles page), Files (the File Manager), and Help (the online help URL set by the host). Control Panel in your Portal Interface See Also: Portal Administration Overview 3

Portal Example Portal Example - My Surveys Portal Filters Navigation In EFM Community select the Community tab then select the Filters tab. Use Filters are used to assist Community Administrators in managing their community and seeing their portal membership. The filter dialog has an added field called Portal Membership Status which contains these options in a drop-down menu: Not yet invited Invited, But Not Registered Registered Member To set a filter option for Portal Membership Status, select the check box for this option then select the status option from the drop-down menu. 4

Community Filters - Portal Membership Status 5

Control Panel Administration Portal Modes Navigation This option is available in your portal with Administration rights. Login to your Portal to view modes. Use There are three modes: View, Edit and Design. See screenshot below with modes highlighted in green. Administrator View of Modes Modes There are three modes in the Control Panel: View - Select this mode to preview what your Portal will look like to Portal Members. Once you make changes, select "View" to preview. Edit - Select this mode to edit pages, add modules or perform common tasks. Design - Select this mode to start the initial design of your portal. 6

Page Functions Add New Page Navigation This option is located in the administrative Control Panel under Page Functions. Use This option is used to add a new page to your portal site. Steps 1. Click the Add button under Page Functions. 2. The Page Management interface is displayed. Fill in the text boxes as necessary for Basic Settings/Page Details to describe the new page you are adding to the portal site. Note: Each field name is preceded with a "?" icon. Hover over this icon or click it to see more information about that field. 3. Fill in the text boxes as necessary for Advanced Settings (Appearance/Other Settings) to describe the new page you are adding to the portal site. 4. Click Update to add the page. 7

Add New Page Settings 8

Current Page Settings Navigation This option is located in the administrative Control Panel under Page Functions. Use This option is used to view and edit the settings of the current page on your portal site. Steps 1. Click the Settings button under Page Functions. 2. The Page Management interface is displayed. The text boxes show the current settings for Basic Settings/Page Details describing the current page on your portal site. Note: Each field name is preceded with a "?" icon. Hover over this icon or click it to see more information about that field. 3. If you wish to change any of the settings, type or select the information as necessary for Basic Settings/Page Details and Advanced Settings (Appearance/Other Settings). 4. Click Update to finalize the changes. 9

Current Page Settings 10

Delete Current Page Navigation This option is located in the administrative Control Panel under Page Functions. Use This option is used to delete the current page from your portal site. Steps 1. Click the Delete button under Page Functions. 2. A confirmation dialog is displayed. 3. Click OK to delete the page. Delete Page Confirmation Dialog 11

Copy Current Page Navigation This option is located in the administrative Control Panel under Page Functions. Use This option is used to copy an existing page on your portal site. Steps 1. Click the Copy button under Page Functions in the Control Panel. 2. The Page Management interface is displayed. A Copy Page section is added. Note: Each field name is preceded with a "?" icon. Hover over this icon or click it to see more information about that field. 3. Use the drop-down menu to specify which page is to be copied. 4. Use the check boxes to select the modules to be copied. 5. Specify whether you want to create a New module (without content), a Copy of the module (with content) or a Reference to an existing module (shared content). 6. Click Update. 12

Copy Page Settings 13

Export Page Navigation This option is located in the administrative Control Panel under Page Functions. Use This option is used to export the template of an existing page on your portal site to be saved on your computer. Steps 1. Click the Export button under Page Functions in the Control Panel. 2. The Export Page dialog is displayed. 3. Select the export folder where the template will be saved from the dropdown menu. 4. Provide a name for the template. 5. Provide a description for the template if desired. 6. Select the check box if you want to include modules that are configured to display on all pages. Note: If you select this option, and then use this template to create a new page on the same site, these modules may be added to the page twice - once from the exported template and once when the page is created. 7. Select the check box if you want to include the module content. 8. Click Export. 14

Export Page Dialog 15

Import Page Navigation This option is located in the administrative Control Panel under Page Functions. Use This option is used to import a page template onto your portal site. Steps 1. Click the Import button under Page Functions in the Control Panel. 2. The Import Page dialog is displayed. 3. Select the import folder where the template is stored from the drop-down menu. 4. Select the page template to import from the drop-down menu. 5. Select the import mode - create a new page or replace the current page. 6. Select the redirect mode. Upon successful import, you will be redirected to view the imported page or edit the imported page. 7. Click Import. Import Page Dialog 16

Common Tasks Common Administrator Tasks Navigation The buttons for Common Tasks are located in the administrative Control Panel. Use These buttons provide another way to access common tasks that are also located in the Admin drop-down menu. Task options that are included in the Common Tasks grouping are: Edit Site Settings Manage Users Manage Security Roles Manage Files Please visit these topics in the online Help for more detailed information. Survey Properties and Your Portal Survey Properties and Your Portal Navigation In EFM Community select the Surveys tab then select a survey from the Surveys List. Select Design Questionnaire and then select Questionnaire from the menu bar. Select Survey Properties from this menu. Use The Portal tab is used to set default options for the portal to govern what portal members will see when they log in. The Survey Properties dialog contains two tabs: General Portal 17

Note: The Portal tab will only show if the member has been granted portal access. General Tab The General tab contains these options: Respondent Source - select the survey type. Workgroup Community External Access List External Email List Open Participation Survey Tag Line - specify the survey tag line origin. Default Custom Link Survey Operation - select an option for surveys. Do not allow respondent to update completed survey Resume survey from last page Survey Properties - General Tab 18

Portal Tab The Portal tab contains these options: Active Surveys Estimated time to complete survey (mins.) Completed Surveys Allow all members to see survey results Survey Properties - Portal Tab 19

Survey Authorization Survey Authorization In order for a portal member to be able to take a survey, the survey must be authorized by the survey author so the link is displayed to the portal member when they log into the portal. Survey authorization can be accomplished using these mechanisms: Activating a survey - when a survey is activated it will display in the portal for any registered community members selected for the survey. E-mail invitations - an e-mail invitation can be sent containing either a link to the survey or a link to the portal. Filtering - a community filter can be used to select a sample of the population of registered or non-registered members to invite to take the survey. Example A user designs a community survey. A number of community members who have registered in the portal are selected. The user activates the survey. The next time any of the selected members logs into the portal, the survey will be displayed in their "My Surveys" module. The user sends an invitation e-mail out to the selected members alerting them of the survey. Alternatively, the user could select a mix of registered and non-registered members and send an e-mail invitation to them containing a direct link to the survey. Those members who have not signed up for the portal could then be able to participate in the survey. 20

Community Forums Community Forums Overview Navigation The Community Forums option is located in the tool bar when you log into the portal. Use The forums are used as a tool to troubleshoot and discuss issues related to the portal. Main Forum Page Available forum options are: Moderate - posts are moderated here by the administrator. Admin - these settings are used by the administrator to control the general settings and forum configuration, administer user profiles, email settings, forum groups, filters, module statistics and templates. My Settings - settings for the user's general information, profile and views, tracking/subscription and admin settings. My Posts - allows user to see their posts and replies. Search - search the forum using various criteria including start/end dates, authors, subject, thread and category. Forum Home - returns user to the forum home page. 21

Forum Administration Navigation From the Forum home page select the second icon from the left. It displays the label Admin when you hover over it with your mouse. Forum Admin Use These settings are used by the administrator to control the general settings and forum configuration, administer user profiles, email settings, forum groups, filters, module statistics and templates. Forum Administration Categories 22

When you select one of the categories above: The "?" icons next to each label provide a brief description of that field. The "+" icons next to each section title can be clicked to expand the section and display more settings options. Forum My Settings Navigation From the Forum home page select the third icon from the left. It displays the label My Settings when you hover over it with your mouse. Forum My Settings Use Determine the parameters for the user's general information, profile and views, tracking/subscription and admin settings. 23

Forum User Settings Criteria The "?" icons next to each label provide a brief description of that field. The "+" icons next to each section title can be clicked to expand the section and display more settings options. Forum Search Navigation From the Forum home page select the second icon from the right. It displays the label Search when you hover over it with your mouse. Forum Search 24

Use Search the forum using various criteria including start/end dates, authors, subject, thread and category. Forum Search Criteria The "?" icons next to each label provide a brief description of that field. The "+" icons next to each section title can be clicked to expand the section and display more settings options. Admin Drop-Down Menu Choices Admin Drop-down Menu Overview The Admin drop-down menu provides all of the settings you will need to setup the look and feel of your modules. Please visit the Basic Settings topic to find information on customizing the "Appearance" of your modules to include adding a logo and changing colors. See Also: Site Settings Advanced Settings 25

Site Settings Navigation The option for Site Settings is located under the Admin drop-down menu in the tool bar. Use This option allows the administrator to control settings on the overall portal site. The Site Settings page is divided into three main sections: Basic Settings Advanced Settings Stylesheet Editor For more detailed information on each section, click on the links above to see that topic. Site Settings Page 26

Basic Settings Navigation The section for Basic Settings is located on the Site Settings page. Site Settings is accessed through the Admin drop-down menu in the tool bar. Use This option allows the administrator to control overall settings for the site. The Basic Settings section is divided into three subsections: Site Details Site Marketing Appearance Basic Settings - Site Details, Site Marketing 27

Basic Settings - Appearance Site Details The Site Details section contains text boxes where you can enter information about your site including Title, Description, Keywords and Copyright statements. A GUID number is also displayed. This is a global unique ID number assigned to your portal and is used for reference only. Site Marketing These fields help you to market your site. Search Engine submits your site to the selected search engine. Site Map URL allows you to specify and submit your site URL to the search engine for better optimization. Verification allows you to verify your site ownership. Advertise allows you to sign up for AdWords to help you achieve better search results and more visitors to your site. The Banners option is used to display banner advertising on your site. 28

Appearance These settings control how your portal site will appear to members. They include: Logo - specify file location and file name for a logo displayed on your site. Body Background - specify file location and file name for the background displayed on your site. Portal Skin - default skin used to control display for your site. Can specify for Host or Site view. Portal Container - default display used for containers within the site. Can specify Host or Site view. Admin Skin - default skin used to control display Admin functions. Can specify Host or Site view. Admin Container - default display used for containers within the site for the Admin. Can specify Host or Site view. Advanced Settings Navigation The section for Advanced Settings is located on the Site Settings page. Site Settings is accessed through the Admin drop-down menu in the tool bar. Use This option allows the administrator to control advanced settings for the site. The Advanced Settings section is divided into five subsections: Security Settings Page Management Payment Settings Usability Settings Other Settings 29

Advanced Settings Security Settings User Registration - Default is 'Public' and will allow new users to register. If set to 'Private' your credentials must be authorized before you can register. If you cannot register, a statement is displayed notifying you that the community is restricted and that your credentials have not been authorized. The community 30

administrator that sent you the invitation to join the community should be contacted for assistance. Note: If the setting is 'Verified' users can register. The behavior is the same as 'Public.' If the setting is 'None' user registration is not allowed. Page Management Splash Page - select the Splash page for your site from the drop-down list. Home Page - select the Home page for your site from the drop-down list. Login Page - select the Login page for your site from the drop-down list. User Page - select the User page for your site from the drop-down list. Home Directory - type in the home directory for the site. Payment Settings Specify parameters if you accept payments through your site. Currency - type of currency accepted. Payment Processor - a site to process a payment such as PayPal. Processor UserID - the UserID for the payment processor site. Processor Password - the Password for the payment processor site. Usability Settings Inline Editor Enabled? - select the check box if you want inline editing enabled on your site. Control Panel Mode - select the default control panel mode for authorized users of your site. Control Panel Visibility - select the default visibility of the control panel for authorized users of your site. Control Panel Security - select whether the control panel will be displayed for Page Editors or Module Editors. Other Settings Administrator - designate the administrative user for the site. Default Language - designate the default language for the site. Portal Time Zone - designate the default time zone for the site. 31

Stylesheet Editor Navigation The section for Stylesheet Editor is located on the Site Settings page. Site Settings is accessed through the Admin drop-down menu in the tool bar. Use This option allows the administrator to edit the cascading stylesheet for the site. The administrator can edit the stylesheet for the site and save it for reuse by clicking Save Style Sheet. Use the Restore Default Style Sheet to return to the default stylesheet before any changes were made. Stylesheet Editor Troubleshooting Border on Menu Bar The menu bar may display with a narrow color bar beneath the menu options (see image (1) below). You can edit the stylesheet so that this color bar is not displayed. 32

Steps (1) 1. From the Admin menu, select Site Settings. 2. Open the Stylesheet Editor section. 3. Scroll to bottom of stylesheet code (see image (2) below). 4. Change code highlighted in yellow to that displayed in balloon. 5. Click Save Style Sheet. 6. Click Update. 7. Refresh screen. Color Bar Beneath Menu Items (2) Code Edit in Stylesheet Editor 33

(3) Menu Bar After Stylesheet Code Edit Pages Navigation The section for Pages is accessed through the Admin drop-down menu in the tool bar. Use This option allows you to manage the pages in your portal site. All current pages are listed in the text box. The down arrow next to the title 'Pages' displays these options when you hover over it or click on it: Add New Page Print You can also Add New Page by clicking the link beneath the list of pages. There are additional controls for the selected page shown to the right of the text box: Move Page Move the selected page up or down in the current level. Move the selected page up or down one hierarchical level. Actions Edit the selected page View the selected page Delete the selected page 34

Security Roles Navigation The section for Security Roles is accessed through the Admin drop-down menu in the tool bar or from the Roles button under Common Tasks. Use The Security Roles option displays each role type with a brief description. Roles are: Administrators - Portal Administration Registered Users - Registered Users Subscribers - A public role for portal subscriptions The following options are available through the drop-down menu next to the page title 'Security Roles' and are accessed by hovering over or clicking on the arrow icon: Add New Role Group Add New Role User Settings Print The buttons to the left of each role name allow you to edit the role or manage users. You can edit the settings for a security role by clicking on the pencil icon next to the role title. There are check box options that can be selected for each role to govern whether there are associated fees. Basic Settings describe the role itself while Advanced Settings relate to fees, how often they are assessed, time period, whether the role is public or not, and whether the role is automatic. Admin - Security Roles 35

User Accounts Navigation The section for User Accounts is accessed through the Admin drop-down menu in the tool bar or from the Users button under Common Tasks. Use The User Accounts page allows you to manage your user accounts. The main options for user accounts are: Add New User Delete Unauthorized Users Manage Profile Properties User Settings Print These options are available through the drop-down menu next to the page title 'User Accounts' and are accessed by hovering over or clicking on the arrow icon. They are also available at the bottom of the dialog as hyperlinks. Search - You can type criteria in the Search text box or select your search criteria from the drop-down list. Click the magnifying glass icon next to the drop-down list to initiate the search. By clicking any of the alphabet links, you can display user accounts that begin with that letter. You can also select All, Online, or Unauthorized to see user accounts under those categories. Admin - User Accounts 36

Vendors Navigation The section for Vendors is accessed through the Admin drop-down menu in the tool bar. Use The Vendors page allows you to manage your vendor accounts. The main options for vendor accounts are: Add New Vendor Print These options are available through the drop-down menu next to the page title 'Vendors' and are accessed by hovering over or clicking on the arrow icon. They are also available at the bottom of the dialog as hyperlinks. You can set the number of vendor records to display per page using the drop-down menu for Records per Page. Search - You can type criteria in the Search text box or select your search criteria from the drop-down list. Click the icon next to the drop-down list to initiate the search. By clicking any of the alphabet links, you can display vendor accounts that begin with that letter. You can also select All or Unauthorized to see vendor accounts under those categories. Click Delete Unauthorized Vendors to remove those selected unauthorized vendors. Additional options for Vendor Accounts are: Add New Vendor Print These options are available through the drop-down menu next to the page title 'Vendors' and are accessed by hovering over or clicking on the arrow icon. You can also Add New Vendor or Delete Unauthorized Vendors using the hyperlinks available at the bottom of the dialog. 37

Admin - Vendors Site Log Navigation The section for Site Log is accessed through the Admin drop-down menu in the tool bar. Use The Site Log page provides information about the site displayed in various reporting formats. Site Log Example 38

The Site Log page contains three criteria: Report Type - drop-down menu containing various report views. Start Date - calendar function to select a starting date for the report. End Date - calendar function to select the ending date for the report. When you have selected the desired criteria, click Display to see the report. Report Type Menu Newsletters Navigation The section for Newsletters is accessed through the Admin drop-down menu in the tool bar. Use The Newsletters page allows you to send an e-mail message with an attachment to the designated user groups and addresses. Basic Settings Addresses - choose the user roles that you want to send the message to by selecting the check box(es). You can also specify additional e-mail addresses to send to in the text box, separating each address with a semi-colon. Type an address for From and Reply To. Type a Subject line for the message. Message Use the Editor interface provided to write your message. You can choose Basic Text Box for a standard text message or use Rich Text Editor to format your message using the rich text tool bar options. 39

A link is provided to Show custom editor options which allows you to utilize skins, a cascading style sheet and other advanced styling options. Advanced Settings In this section you can specify properties for attachment files, replace tokens, check for duplicate addresses, set a message priority, specify the send method from the drop-down menu, and the send action. There is a link to send a preview message or send the real message. Additional option for Newsletters is: Print This option is available through the drop-down menu next to the page title 'Newsletters' and is accessed by hovering over or clicking on the arrow icon. 40

Admin - Newsletters Settings 41

File Manager Navigation The section for File Manager is accessed through the Admin drop-down menu in the tool bar or from the Files button under Common Tasks. Use The File Manager option displays all files associated with your portal. You can view files as: Standard - File System Secure - File System Secure - Database. You can add or delete folders and perform normal file maintenance such as copying, moving, deleting and uploading files. Note: The IIS property that governs the size of uploaded files has a maximum limit of 4GB. Folder Security Settings allow you to set permissions for which groups or users have view and/or write access to the selected file folders. You can also add specific users to set permissions for by typing their username in the provided text box and clicking Add. Additional option for File Manager is: Print This option is available through the drop-down menu next to the page title 'File Manager' and is accessed by hovering over or clicking on the arrow icon. 42

Admin - File Manager 43

Recycle Bin Navigation The section for Recycle Bin is accessed through the Admin drop-down menu in the tool bar. Use The Recycle Bin is where deleted pages or modules are stored and functions in the same manner as a normal file management recycle bin on your PC. Deleted pages or modules are stored in their respective sections in the Recycle Bin. Selected pages or modules can be restored by clicking the restore icon outside the text box and will be restored to the page specified in the Restore To Page text box. Selected pages or modules can be deleted by clicking on the delete icon outside the text box. Use the Empty Recycle Bin to clear all contents of the Recycle Bin. Additional options for Recycle Bin are: Help Online Help Print These options are available through the drop-down menu next to the page title 'Recycle Bin' and are accessed by hovering over or clicking on the arrow icon. Admin - Recycle Bin 44

Event Viewer Navigation The section for Event Viewer is accessed through the Admin drop-down menu in the tool bar. Use The Event Viewer is a log display of activity that has taken place on your portal site. The records displayed are known as exceptions. Viewer Settings You can specify particular actions to be displayed by selecting the action from the Type drop-down menu. The log display can be color coded by selecting the Color Coding On check box. Display the Color Coding Legend by clicking the '+' next to the title. You can navigate through the display pages by selecting a page number or selecting Next or Last. Send Exceptions Each exception is preceded by a check box in the display. You can select exceptions using the check boxes and send them to a designated e-mail address. 1. Type the e-mail address in the text box provided. 2. Type a short message in the text box provided. 3. Click Send Selected Exceptions. Note: By using the Send Exceptions feature, you may be sending sensitive data over the Internet in clear text (not encrypted). Before sending your exception submission, please review the contents of your exception log to verify that no sensitive data is contained within it. Only the log entries checked will be sent. Additional options for Event Viewer are: Help Online Help Print These options are available through the drop-down menu next to the page title 'Event Viewer' and are accessed by hovering over or clicking on the arrow icon. 45

Admin - Event Viewer 46

Skins Navigation The section for Skins is accessed through the Admin drop-down menu in the tool bar. Use Skins are used to control how the portal and admin panes display. Skins are applied to the portal itself as well as the container dialogs within the portal. You can apply the skin to the portal or admin panes, or both, by selecting the check boxes. For the overall skin select the one to be used from the Skins drop-down menu. For containers, select the one to be used from the Containers drop-down menu. You can preview your skin by clicking Preview. To apply your new skin, click Apply. You can go back to the default skin at any time by clicking Restore Default Skin. Additional options for Skins are: Help Online Help Print These options are available through the drop-down menu next to the page title 'Skins' and are accessed by hovering over or clicking on the arrow icon. Admin - Skins 47

Languages Navigation The section for Languages is accessed through the Admin drop-down menu in the toolbar. Use The Languages option displays the language in which your portal is displayed. You can set options to Enable Browser Language Detection For Current Portal or to Enable Language Parameter in URLs for Current Portal by selecting their check boxes. Enable Browser Language Detection For Current Portal Select this option if you want to use the browser language preference for first time visitors. Disabling this option will show the site in the default language of the site. Enable Language Parameter in URLs for Current Portal Select this option if you want to include the language parameter in all portal URLs. Additional options for Languages are: Language Editor Help Online Help Print These options are available through the drop-down menu next to the page title 'Languages' and are accessed by hovering over or clicking the arrow icon. Language Editor is also available at the bottom of the dialog as a hyperlink. This link allows you to edit and translate values for localization purposes. Admin - Languages 48

Language Editor Language Editor Overview Navigation Navigate to your Portal (Administrators) and select Languages from the Admin dropdown menu and select the Language Editor link. Use The Language Editor is used to modify your portal system messages to include User Registration, Password Reminder, Notifications, Terms of use, etc. Overview of the Language Editor The Language Editor enables the editing of messages sent by the portal (e.g., User Registration, Password Reminder, and Notification of Role Assignment) and portal wide messages (e.g., Privacy Statement, Login Instructions, Terms Of Use). The Language Editor consists of three main sections: The Language Resource Listing; The Current Language Resource; and The Language Resource Modification Listing. The Language Resource Listing The Language Resource Listing displays a breakdown of all the resource files associated with a single language, divided into key areas. The two main areas are: Local Resources - Language Resources used on a single interface. e.g., the resource information for the View interface in the Events Module; and Global Resources - Language Resources used on more than one interface. e.g., the text for the Link to display the calendar for dates. The Current Language Resource The Current Language Resource displays the currently selected Language Resource File and its locale. e.g., SharedResources.resx in English. To change the current language, select a different language in the Available Locale field. The Language Resource Modification The Language Resource Modification Listing displays the contents of the Language Resource file currently selected, which also allows for the modification of its contents. 49

Creating Local Resource Values Navigation Navigate to your portal (Administrators) and select Languages from the Admin dropdown menu. Use The Administrator can modify local values for their resources used on their current portal. Resources include: default names of all links help text banner types Example This tutorial explains how you could change the text of a link to say "Click Here To View Online Help." 1. Navigate to the Portal Admin drop-down menu and select Languages. 2. Click the Language Editor link. 3. In the Folder Listing on the left of the screen, navigate to and select a language resource file to edit. For Example: Local Resources/Controls/App_LocalResources/Help.ascx 4. Click on the required file name. e.g., Help.ascx. This will display the related resource files and their localized values in the window to the right. See screen shot below. 50

Language Editor/Help.ascx Modify the Localized Values associated with one or more resource fields by: Entering the new text directly into the Localized Value text box, or by Clicking the Edit button and updating the text from that location and clicking the Update link. Click Cancel to return to the Languages page. For this example, the text on the Module Help page will now be modified for the current portal. 51

Editing the Password Reminder E-mail Navigation Navigate to your portal (Administrators) and select Languages from the Admin dropdown menu and select the Language Editor link. How to edit the message sent to users when they request a password reminder 1. Navigate to Admin drop-down menu and select Languages. 2. Click the Language Editor link. 3. From the Available Locales drop-down, select a language from the drop-down list. The related email messages will be displayed below. 4. Go to Resource Name: EMAIL_PASSWORD_REMINDER_BODY.Text. A quick way to do this is to use the Find (Ctrl + F) feature of your Web site browser. However, the messages are in alphabetical order by Resource Name. Editing the Password Reminder Message 5. To view the current details click the Maximize button at Default Value. 6. To edit the message, perform one of the following options: Edit the message body using HTML tags in the Localized Value text box or Click the Edit button. A dialog box reading "All unsaved changes will be lost if you continue. Are you sure you want to continue?" will be displayed. 7. Click the OK button. The current message is displayed at Default Value. 8. Copy, Paste and Edit the default value into the RTE, or enter a new message into the RTE ensuring you include the replacement tokens displayed at Default Value. E.g. [Portal:PortalName], [Custom:0], and[custom:1]. 9. Click the Update link to return to the Language Editor. 52

10. To edit the email subject go to Resource Name: EMAIL_PASSWORD_REMINDER_SUBJECT.Text which is the next field down on the list. 11. Edit the subject in the Localized Value text box. 12. Click the Update link. 13.Repeat all of the above steps to update this message for another language. Note: There are many different system messages that you can edit using the Language Editor. Navigate to the Language Editor location to view all of the current portal system messages. Editing the Privacy Statement Navigation Navigate to your portal (Administrators) and select Languages from the Admin drop-down menu and select the Language Editor link. How to edit the privacy statement for your portal The Privacy Statement link is displayed on skins which include the [PRIVACY] skin token. 1. Navigate to Admin > Languages. 2. Click the Language Editor link. 3. At Available Locales, select a language from the drop-down list. The related email messages will be displayed below. 4. Go to Resource Name: MESSAGE_PORTAL_PRIVACY.Text. 5. To view the current message, click the Maximize button at Default Value. 6. To add/edit the message, perform one of the following options: Edit the message body using HTML tags in the Localized Value text box below, or Click the Edit button. A dialog box reading "All unsaved changes will be lost if you continue. Are you sure you want to continue?" will be displayed. 7. Click the OK button. 53

8. Copy, Paste and Edit the default value in the Rich Text Editor (RTE), or enter your new message into the RTE ensuring you include the replacement tokens included in the Default Value message. 9. Click the Update link to return to the Language Editor. 10. Click the Update link. 11. Repeat all of the above steps to update this message for another language. Editing your privacy statement Editing Terms of Use Navigation Navigate to your portal (Administrators) and select Languages from the Admin drop-down menu and select the Language Editor link. How to edit the terms of use statement for your portal The Terms of Use link is displayed on skins which include the [TERMS] skin token. 1. Navigate to the Admin drop-down menu and select Languages. 2. Click the Language Editor link. 3. At Available Locales, select a language from the drop-down list. The related email messages will be displayed below. 4. Go to Resource Name: MESSAGE_PORTAL_TERMS.Text. 5. To view the current message, click the Maximize button at Default Value. 6. To add/edit the message, perform one of the following options: 54

Edit the message body using HTML tags in the Localized Value text box - OR - Click the Edit button. A dialog box reading "All unsaved changes will be lost if you continue. Are you sure you want to continue?" will be displayed. 7. Click the OK button. 8. Copy, Paste and Edit the default value in the Rich Text Editor (RTE), or enter your new message into the RTE ensuring you include the replacement tokens included in the Default Value message. 9. Click the Update link to return to the Language Editor. 10. Click the Update link. 11. Repeat all of the above steps to update this message for another language. Editing Terms of Use WYSIWYG Design Environment WYSIWYG Design Environment As the administrator you can design and view the portal site using the Control Panel (shown below). The portal setup is accomplished in an easy-to-use WYSIWYG environment (What You See Is What You Get). You can easily change modes by selecting the radio button for View, Edit, or Design. Edit and Design modes display the panes on the page and settings controls for each module. Once edits are made, you can switch to View mode to check your progress. When you Edit text on the portal you have the choice of using Basic Text Box or the Rich Text Editor. 55

New or existing modules can be added to your portal and displayed where you want them by utilizing the module controls in the Control Panel. Actions can be taken against a module by using the arrow icon drop-down menu for that module located to the left of the module title. Please note that choices in this drop-down menu vary according to module. Administrator Control Panel Module Settings/Drop-down Menu Options 56

Modules How to Add Modules to Your Portal Navigation As the Administrator, navigate to the portal Control Panel. See the Portal Administration Overview topic for more information. Add New Module - Control Panel Use This portion of the Control Panel is used to Add New Modules to your Portal. Adding a Module Add a new module to the displayed page. Adding a new module will insert an empty module to the page. Steps 1. Go to the Module section of the Control Panel. 2. Select the "Add New Module" icon. 3. From the Module drop-down text box, select the module to be added; e.g., Text/HTML. 4. In the Title field (optional), enter the Title for the module; e.g., Welcome to My Portal. If no title is entered, the name of the module will be used by default; e.g., Text/HTML. 5. From the Visibility drop-down text box, select from the following options: 57

Same As Page: The module will be set to be visible to all roles that can view the page as set under page settings. This is the default setting. Page Editors Only: The module will be set to be visible to all roles that can edit the page as set under page settings. 6. From the Pane drop-down text box, select the pane where the module should be added. The module will be added to the Content Pane by default. Note: The names of other panes are dependent on the skin used. 7. From the Insert drop-down text box, select the placement of the module from the following options: Bottom: Add the module below all existing modules within the selected pane. This is the default option. Top: Add the module above all existing modules within the selected pane. 8. From the Align drop-down text box (optional) select from the following: Left: Aligns module title and content to the left of the pane. This is the default setting. Center: Aligns module title and content to the center of the pane. Right: Aligns module title and content to the right of the pane. 9. Select the Add New Module icon to add the module to the page (or click the to add the module to the page). Adding an Existing Module Add an existing module to the current page. Adding an existing module will copy an existing module into the displayed page. Note: A module cannot be copied from the displayed page. Steps 1. Select the "Add Existing Module" icon. 2. From the Page drop-down text box, select the page where the module to be copied resides. (E.g. Home, Content Pane). 3. From the Module drop-down text box select the module to be copied. The first module in the Content Pane of the selected page is selected by default. 4. From the Pane drop-down text box, select the pane where the module will reside. The module will be added to the Content Pane by default. 58

5. From the Insert drop-down text box, select the placement of the module from the following options: Bottom: Adds the module below all existing modules within the selected pane. This is the default option. Top: Adds the module above all existing modules within the selected pane. (Other options as listed.) 6. From the Align drop-down text box (optional) select from the following: Left: Aligns module title and content to the left of the pane. This is the default setting. Center: Aligns module title and content to the center of the pane. Right: Aligns module title and content to the right of the pane. 7. Click the Add link (or click the to add the module to the page). Add Existing Module 59

Modules Table The table displayed in this topic provides you an overall look at what modules are currently available with the 3.1 release of EFM Community. Within the table you will find a short description of the module and identify if the module is supported by Vovici or provided only in Beta format. There is also a comments section for additional details. Module Description Vovici Offers & Supports My Profiles Allows Administrators to publish profile surveys to members, and for members to complete the profiles to build demographic data for their community. X Provided but not Currently Supported Comments Vovici custom module Active Surveys Allows Administrators to request members to take surveys in the portal. Members can take surveys, and finish partially completed surveys. X Vovici custom module Completed Surveys Allows members to see previously completed surveys, and view aggregate responses from other members. X Vovici custom module 60

Module Description Vovici Offers & Supports My Account Announcements Allows all members to register, and manage account settings. Produces a list of simple text announcements consisting of a title and brief description. X X Provided but not Currently Supported Comments Vovici custom module Administrators can use this module to broadcast info to all portal members. Text/HTML This module renders a block of HTML or Text content. The Html/Text module allows authorized users to edit the content either inline or in a separate administration page. The content is stored in the database. According to module settings, tokens can be used, that get replaced during display. X Administrators will use this module to provide a level of customization and branding continuity to their portal. Account Login This is the standard login interface. X All Vovici custom portal sites must include member registration and login. 61

Help Module Description Vovici Offers & Supports The Help module suite consists of two integrated modules titled Help and Category. Provided but not Currently Supported X Comments This module will allow Administrators to publish knowledgebasetype content to members. FAQs Allow you to manage a list of Frequently Asked Questions and their answers X This module allows Administrators to publish FAQs to members. Feedback Allows visitors to send messages to the Administrator of the Web site. If a visitor is already logged in, their name will automatically populate the form. X This module will allow members to give communityrelated feedback to the Administrator. Forum Enables a community tool for creating and managing topics of discussion and replies. User moderation, avatars, smileys and email notification are supported. X This module allows the Administrators or members to create new threads, allow the Administrator to manage the threads, and allows members to post to a thread. 62

iframe Links Module Description Vovici Offers & Supports This is an Internet Explorer browser feature which allows you to display content from another Web site within a module on your site. (NOTE: also supports other browsers e.g. Firefox, Safari) Displays a list of hyperlinks to any page, image or file on your Web site; or to a file, image or page on another Web site (NOTE: also supports other browsers e.g. Firefox, Safari) Provided but not Currently Supported X X Comments This allows Administrators to embed content/html from other sites into their custom portal This allows Administrators to create a list of links with descriptions. Media Will support all kinds of media, for instance; Flash, QuickTime, RealPlayer, Windows Media, various Audio formats, etc., and not forgetting Images X This allows Administrators to embed media files into the custom portal. 63

Module Description Vovici Offers & Supports Search Input The Search Input module displays a search box where users can perform keyword searches of the site. Provided but not Currently Supported X Comments This module can be associated with either the default Search Results module which is included in the site, or may be associated with an instance of the Search Results module which can be added to any page. Search Results The Search Results module allows Authorized Users to set the properties of Search Results. X The Search Input module MUST be added to the site in order to perform a search. Wiki This module allows the collaboration of work from many different authors. A wiki site allows anyone to edit, delete, or modify the content on the Web. X 64

Blog Module Description Vovici Offers & Supports The Blog module consists of a suite of five integrated modules that enable authorized users to create and maintain a blog (web log). Provided but not Currently Supported X Comments Events The Events module displays upcoming events as a list in chronological order or in a monthly or weekly calendar. X Each event listing includes a title, description, and date. Display of an image and the event time is optional. Each event can be set to automatically expire on a particular date, or re-occur by any specified number of days, weeks, months or years. Height and width properties for calendar cells can be set. 65

Set Up Controlled Access for Member Users Navigation For any module, use the drop-down arrow next to the module title to open the Settings option for that module. Go to Basic Settings and locate the Permissions section. Use This option allows you to set controlled access for a member user for select modules. The Portal Administrator can give 'controlled' access to select pages or modules for select member users instead of assigning these individual users full admin rights. In a particular module, the Portal Administrator can add 'exception' member users and can assign permissions to View Module, Edit Module or both. Exception member permissions are setup using the Username (e-mail address) of the member. If you want the user to 'Inherit View permission from Page' select the check box. This will effectively gray out the check boxes in the View Module column. The user will be able to view the page/module. Note: If this check box is selected, View permission is inherited and the Administrator can only assign 'Edit Module' permission for the exception member. Steps 1. Select Settings for the module. 2. Go to the Permissions section. 3. In the Username text box, enter the e-mail address of the user. 4. Click Add. Permissions for Exception Members 66

Administrator - Announcements Module Navigation You can add the Announcements module if necessary through the Control Panel then click on the arrow drop-down menu for that module and select Settings. Use This module is used to display information that users of the portal may need to know such as company announcements. You control where the module displays on the My Surveys page and what information it contains. Use the down arrow next to the module title to access the options menu and work with the module. Options Menu Selecting Edit Text from the menu displays the page below where you can add the content that will be displayed in the module. You can choose to enter your content as basic text or use the Rich Text Editor which allows you to utilize the formatting tool bars provided. You can provide search summary text in the text box below the editor. This summary text is used by the search engine to index the page. When your text has been entered, click Update. You can also Cancel or Preview your entries. 67

Text/HTML - Add Content Using JavaScript in this Module It is possible to use JavaScript code in the Text/HTML module. Alert! Vovici will not troubleshoot and correct the user's JavaScript code. It is the responsibility of the user to ensure that the code is entered accurately. To ensure the best performance, it is recommended that the JavaScript code be entered toward the bottom of the module. 68

It is also recommended that the JavaScript code not require user action such as answering a prompt to avoid any possible issues that would affect the rendering of the page. Administrator - Login Module Navigation You can add the Login module if necessary through the Control Panel then click on the arrow drop-down menu for that module and select Settings. Note: The Login module in included as one of the initial default modules created by your host. Use This module is used by members to login to the portal. You control where the module displays on the My Surveys page and what information it contains. You can set the following parameters for the Login Page: Group ID EFM Community Location User Name Password Confirm Password Login Settings 69

To determine the placement of the module on your My Surveys Page, place your cursor over the down arrow next to the module name to see the pop-up menu and select Move and the desired position on the page from the list provided. To determine what information is displayed in the Login module, click Settings beneath the module box, or select Settings from the pop-up menu. Scroll down to the Login Settings at the bottom and click the '+' icon to display the available settings. Administrator - My Account Module Navigation The Administrator can view and edit the My Account module by clicking on the Administrator Account link from the tool bar. Use This module is used to view and edit settings for the Administrator Account. Each page module will be displayed when you access the My Account module as an Administrator. You can hover over the arrow icon to view and select choices from the drop-down menu or click the Settings link beneath each displayed module. The Settings link will display the page settings for that module. 70

Admin - My Account Page 71

Administrator - Active Surveys Module Navigation You can add the Active Surveys module if necessary through the Control Panel then click on the arrow drop-down menu for that module and select Settings. Use This module is used to display a portal member's active surveys. You control where the module displays on the My Surveys page and what information it contains. To determine the placement of the module on your My Surveys page, place your cursor over the down arrow next to the module name to see the pop-up menu and select Move and the desired position on the page from the list provided. To determine what information is displayed in the Active Surveys module, click Settings beneath the module box, or select Settings from the pop-up menu. Scroll down to the Active Surveys Settings at the bottom and click the '+' icon to display the available settings. Active Surveys Settings 72

Administrator - Completed Surveys Module Navigation You can add the Completed Surveys module if necessary through the Control Panel then click on the arrow drop-down menu for that module and select Settings. Use This module is used to display a portal member's completed surveys. You control where the module displays on the My Surveys page and what information it contains. To determine the placement of the module on your My Surveys page, place your cursor over the down arrow next to the module name to see the pop-up menu and select Move and the desired position on the page from the list provided. To determine what information is displayed in the Completed Surveys module, click Settings beneath the module box, or select Settings from the pop-up menu. Scroll down to the Completed Surveys Settings at the bottom and click the '+' icon to display the available settings. Completed Surveys Settings 73

Administrator - My Profile Module Navigation Specific settings for the Profile page can be set up for that specific module by selecting the Settings link beneath the module or selecting Settings from the dropdown menu under the arrow icon. The drop-down menu is displayed when you hover over or click on the arrow icon. Use You can define Basic, Advanced, Page and Profiles settings. Basic Settings - Define the module title and permissions (who can view or edit the module). You can add specific users by typing their username in the text box and clicking the Add link. Advanced Settings - Determine whether to display the Profiles module on all pages, define header and footer information, define start and end dates to display using the Calendar link. Page Settings - Define basic page characteristics such as content alignment, module color, and border, whether the module is displayed maximized or minimized, display a container, allow printing or syndication, container style, and cache time. Under the Advanced section of Page settings, you can make these selections the default settings for the page, apply the settings to all modules, or move the module instance to another page by selecting it from the drop-down menu. Profiles Settings - Determine the number of items to display per page, determine column properties such as whether to display a column or not, name and position in the list. Admin - My Account Settings 74

Administrator - Member Registration Module Navigation You can add the Member Registration module if necessary through the Control Panel then click on the arrow drop-down menu for that module and select Settings. Use This module is used for new portal members to register. Existing portal members use it to update their account information. You control where the module displays on the My Surveys page and what information it contains. To determine the placement of the module on your My Surveys page, place your cursor over the down arrow next to the module name to see the pop-up menu and select Move and the desired position on the page from the list provided. To determine what information is displayed in the Member Registration module, click Settings beneath the module box, or select Settings from the pop-up menu. Scroll down to the Registration Settings at the bottom and click the '+' icon to display the available settings. You can set the registration parameters to require the member to consent to Terms and Conditions by selecting the check box. If the check box is selected, a URL for the Terms and Conditions information is required. Registration Settings 75

Administrator - Text/HTML Module Navigation You can add the Text/HTML module if necessary through the Control Panel then click on the arrow drop-down menu for that module and select Settings. Use This module renders a block of HTML or Text content. The Html/Text module allows authorized users to edit the content either inline or in a separate administration page. The content is stored in the database. According to module settings, tokens can be used that get replaced during display. You control where the module displays on the My Surveys page and what information it contains. Use the down arrow next to the module title to access the options menu and work with the module. Text/HTML Menu Selecting Edit Text from the menu displays the page below where you can add the content that will be displayed in the module. You can choose to enter your content as basic text or use the Rich Text Editor which allows you to utilize the formatting tool bars provided. You can provide search summary text in the text box below the editor. This summary text is used by the search engine to index the page. 76

When your text has been entered, click Update. You can also Cancel or Preview your entries. Text/HTML - Add Content 77

Using JavaScript in this Module It is possible to use JavaScript code in the Text/HTML module. Alert! Vovici will not troubleshoot and correct the user's JavaScript code. It is the responsibility of the user to ensure that the code is entered accurately. To ensure the best performance, it is recommended that the JavaScript code be entered toward the bottom of the module. It is also recommended that the JavaScript code not require user action such as answering a prompt to avoid any possible issues that would affect the rendering of the page. 78

Portal E-mail Management Portal E-mail Management Overview The Portal tab under the main Community page displays e-mail templates that are used by the portal administrator to send messages to members pertaining to various functions. Included templates are: Lost Password Member Account Change New Member Invitation E-mail Reminder Invitation E-mail Welcome E-mail These preconfigured templates can be modified using the rich text formatting options presented in the tool bar of the message. The Subject line can be edited as well as the message text. In addition, each preconfigured message has several replaceable fields that can be utilized to insert information into the body of the message as appropriate. Simply place your cursor at the location in the message where you want to insert the information and double-click the name of the desired replaceable field in the dialog box beside the message text. When the message is sent, the field will be replaced by its actual value from the database. Note: In the Fields text box in the Message Editor, there will be a "Portal URL" replaceable field if the customer/workgroup has a configured portal URL. This URL will take recipients of the e-mail to the Login page of the portal for that customer/workgroup. The portal administrator also will have the option of sending a test message to themself to check the message for accuracy before sending out to others. To send a test message, click Send Test E-mail at the bottom of the message. When sent, a yellow confirmation box will be displayed below the message text box. Click Save to store your message for future use. 79

Portal Tab - E-mail Messages Inviting Existing Community Members Navigation From the Community tab select the Members subtab. Select the Actions dropdown menu then select Send Portal Email and the type of invitation you want to send. Use This option is used to send an invitation or reminder e-mail message to existing community members about registering for the portal. There are two types of portal e-mail messages that can be sent: Initial Invitation Reminder Initial Invitation Selecting Initial Invitation will bring up a prompt: "This will send an invitation to all community members in your filtered view of the grid that have not already registered for the portal." Select Yes to send, No to cancel. 80

Send Portal Email - Initial Invitation Initial Invitation Prompt 81

Reminder Selecting Reminder will bring up a prompt: "This will send a reminder to all community members in your filtered view of the grid that have been invited but have not already registered for the portal." Select Yes to send, No to cancel. Send Portal Email - Reminder Reminder Prompt 82

Note: On the Members tab/basic Information tab/ there are new columns for invited, reminded and joined dates. These are the dates the member was invited to join the portal, sent a reminder to join the portal, or the actual date the user joined the portal, respectively. See example of the new columns below. Members Tab - New Columns Lost Password E-mail You can send a message to a member who has lost their password by selecting the Lost Password option in the Messages box as shown below. In the message you can edit the From line, Subject line and the message text. You can apply any of the rich text formatting options in the message tool bar to the body of the message. You can also utilize any of the replaceable fields in the Fields box to insert information into the message. Note: The "From" line is configured by the portal administrator to include only the names that have permission to send Portal e-mails. Once the names are configured (from the Administration/Setup/Mail tab), they will appear in the drop-down within the "From" text box. For more information on setting up the "From" e-mail addresses see: Mail Setup and the Address Preferences section. To use the replaceable fields: 1. Double-click the name of the field you want to insert in your message. 2. The name will be placed in your message at the point of your cursor and will be displayed within percent signs. (Example: %Email%) 83

When the message is viewed by the recipient, the values from the database for the replaceable fields are shown. 3. Click Send Test E-Mail to send a test message to yourself. 4. Click Save to store your message for future use. Lost Password E-mail 84

Member Account Change E-mail You can send a message to a member to confirm changes made to their account by selecting the Member Account Change option in the Messages box as shown below. In the message you can edit the From line, Subject line and the message text. You can apply any of the rich text formatting options in the message tool bar to the body of the message. You can also utilize any of the replaceable fields in the Fields box to insert information into the message. Note: The "From" line is configured by the portal administrator to include only the names that have permission to send Portal e-mails. Once the names are configured (from the Administration/Setup/Mail tab), they will appear in the drop-down within the "From" text box. For more information on setting up the "From" e-mail addresses see: Mail Setup and the Address Preferences section. 85

To use the replaceable fields: 1. Double-click the name of the field you want to insert in your message. 2. The name will be placed in your message at the point of your cursor and will be displayed within percent signs. (Example: %Email%) When the message is viewed by the recipient, the values from the database for the replaceable fields are shown. 3. Click Send Test E-Mail to send a test message to yourself. 4. Click Save to store your message for future use. Member Account Change E-mail 86

New Member Invitation E-mail You can send an invitation message to members by selecting the New Member Invitation E-mail option in the Messages box as shown below. In the message you can edit the From line, Subject line and the message text. You can apply any of the rich text formatting options in the message tool bar to the body of the message. You can also utilize any of the replaceable fields in the Fields box to insert information into the message. Note: The "From" line is configured by the portal administrator to include only the names that have permission to send Portal e-mails. Once the names are configured (from the Administration/Setup/Mail tab), they will appear in the drop-down within the "From" text box. For more information on setting up the "From" e-mail addresses see: Mail Setup and the Address Preferences section. 87

Reminder E-mail You can send a reminder message to members by selecting the Reminder E-mail option in the Messages box as shown below. In the message you can edit the From line, Subject line and the message text. You can apply any of the rich text formatting options in the message tool bar to the body of the message. You can also utilize any of the replaceable fields in the Fields box to insert information into the message. Note: The "From" line is configured by the portal administrator to include only the names that have permission to send Portal e-mails. Once the names are configured (from the Administration/Setup/Mail tab), they will appear in the drop-down within the "From" text box. For more information on setting up the "From" e-mail addresses see: Mail Setup and the Address Preferences section. 89

Welcome E-mail You can send a welcome message to members by selecting the Welcome E-mail option in the Messages box as shown below. In the message you can edit the From line, Subject line and the message text. You can apply any of the rich text formatting options in the message tool bar to the body of the message. You can also utilize any of the replaceable fields in the Fields box to insert information into the message. Note: The "From" line is configured by the portal administrator to include only the names that have permission to send Portal e-mails. Once the names are configured (from the Administration/Setup/Mail tab), they will appear in the drop-down within the "From" text box. For more information on setting up the "From" e-mail addresses see: Mail Setup and the Address Preferences section. 91

Portal Profiles Portal Profiles Profiles can now be created and published to your portal. Navigation Navigate to the Community tab and select the Profiles tab. Use Portal profiles are used to collect and update information about your respondents or panelists. They are created and posted to your portal and then panelists can update their profile information by clicking on the profile name in the Profiles module located on your portal. See an example of the Profiles module below. Profiles Module 93

In the example below, the Portal Member user clicked the Music Resource Profile from the list of Profiles in the Profiles Module (above) and the Music Resource Profile displayed. See example below. The Portal Member user would fill in the requested information and this info would be collected and updated for that particular user. Music Resource Profile 94

Portal Member Users Portal Member User View of the Portal An example of what a typical portal member user would see upon logging into the portal. Portal Member User View of the Portal 95

Portal Login Page Navigation Login to EFM Community and select the Community tab then select the Portal subtab. Click on the Portal URL to get to the Portal Login Page. Use This page is used to login to the portal. To access surveys in the portal, you need to login. Standard login information is required to gain access: E-mail address Password The login page also has a Forgot Password? hyperlink that can be used to reset your password temporarily to facilitate access to the portal. The member would then be prompted to enter a new permanent password. Portal Login Page 96

Forgot Your Password? If you cannot remember your password to access the portal, you can click on the Forgot Password? link on the Login page located beneath the Login button. The Reset Password dialog is displayed where you will type in your e-mail address. Note: You should use the e-mail address that is associated with your account. An e-mail containing a temporary password will be sent to the e-mail address that is on file with the registered account. Reset Password 97

My Account Module Navigation Login into the portal and the My Account module will display if it has been added to your page. Use The My Account module is displayed when you login to the portal and is used to update the name on the account and/or the password. The portal member can perform the following actions on this page: Change first/last name Change time zone Change password Elect to receive survey invitations My Account Module - Portal User 98

Registration Module Navigation From the portal Login page click the Register link beneath the Login button or in the upper-right corner of the page. Use The Registration module is what you see when you click the "Register" link in the Login dialog. See an example below. Registration Page Module 99

Active Surveys Navigation The Active Surveys module is located on the home page designated for your account when you login to the portal. Use The module displays active surveys that you have been invited to take and provides basic information about those surveys. The look and feel of the module is controlled by the portal administrator. Information about the active surveys is displayed in columns and may include: Icon Survey Added Est. Time Status Note: Column names are established by the portal administrator. Your column names may differ from this example. Member Active Surveys Module Icon This column provides a color status indicator for each survey. Gray - represents a survey that has not yet been started. There is also a text label when you mouse over the indicator that reads 'This survey has not been started. Click the survey name to start this survey." 100

Yellow - represents a survey that has been started but is not yet completed. There is also a text label when you mouse over the indicator that reads 'This survey has been started, but not yet completed. To complete this survey, click the survey name to start the survey." Survey This column displays the name of the survey. When the survey name is clicked the survey will display in a new window. Added This column displays the date the survey was added to the portal. Est. Time This column displays the estimated time it will take to complete the survey. Status This column shows the status of the survey in text. Status in this module will be "in progress" or "not started." 101

Completed Surveys Navigation The Completed Surveys module is located on the home page designated for your account when you login to the portal. Use The module displays completed surveys that you have taken and provides basic information about those surveys. The look and feel of the module is controlled by the portal administrator. Information about the completed surveys is displayed in columns and may include: Icon Survey Completed View Results Status Note: Column names are established by the portal administrator. Your column names may differ from this example. Member Completed Surveys Module Icon This column provides a color status indicator for each survey. Green - represents a survey that has been completed. There is also a text label when you mouse over the indicator that reads 'The survey has been completed." 102

Survey This column displays the name of the survey. Completed This column displays the date the survey was completed. View Results This column displays a link call View Results. Click this link to see the survey results. Status This column shows the status of the survey in text (complete). 103

Profiles Navigation The My Profiles module is located on the home page designated for your account when you login to the portal. Use The module displays active profiles that you have been invited to complete and provides basic information about those profiles. The look and feel of the module is controlled by the portal administrator. Information about the profiles is displayed in columns and may include: Icon Profile Name Profile Description Status Note: Column names are established by the portal administrator. Your column names may differ from this example. Member Profiles Module Icon This column provides a color status indicator for each survey. Gray - represents a profile that has not yet been started. There is also a text label when you mouse over the indicator that reads 'This profile needs to be completed." 104