696 lines
71 KiB
Plaintext
696 lines
71 KiB
Plaintext
<%@ Control Language="C#" Inherits="BaseContentUserControls"%>
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<%@ Register Namespace="TeamLab.Controls" Assembly="__Code" TagPrefix="cc" %>
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<script runat="server">
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protected override void Init()
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{
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PageTitle = PageCaption = "Portal Configuration. Getting Started";
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MetaKeyWords = "portal settings, language, time zone, DNS, customization, mail domain, password strength ";
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MetaDescription = "Configure and customize portal according to your corporate or personal needs.";
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var guides = new GuidesModel();
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guides.CaptionRelatedTips = "Related Tips & Tricks";
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guides.Title = "Blogs rating";
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guides.RelatedTips = "Are you a Basecamp user and wish to try managing your project via online office?";
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guides.LearnMore = "Learn more...";
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(Page as BasePage).Guides = guides;
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}
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</script>
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<div class="MainHelpCenter GettingStarted">
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<ul class="TableOfContents">
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<li><span class="gs_link gs_active" id="all">All</span></li>
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<li><span class="gs_link" id="Overview">Overview</span></li>
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<li><span class="gs_link" id="CustomizingPortal">Customizing portal</span></li>
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<li><span class="gs_link" id="ManagingPortalModules">Managing portal modules</span></li>
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<li><span class="gs_link" id="WhiteLabeling">White Labeling</span></li>
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<li><span class="gs_link" id="ChangingSecuritySettings">Controlling portal access</span></li>
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<li><span class="gs_link" id="TrackingLoginHistory">Tracking login history</span></li>
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<li><span class="gs_link" id="ReceivingAuditTrailData">Receiving audit trail data</span></li>
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<li><span class="gs_link" id="ChangingPortalRegion">Changing portal region</span></li>
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<li><span class="gs_link" id="CreatingBackup">Creating<%--/restoring--%> backup</span></li>
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<li><span class="gs_link" id="DeactivatingDeletingPortal">Deactivating/deleting portal</span></li>
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<li><span class="gs_link" id="AdjustingIntegrationSettings">Adjusting Integration settings</span></li>
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<li><span class="gs_link" id="ViewingPortalStatistics">Viewing portal statistics</span></li>
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</ul>
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<div class="keyword_block">
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<ul>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/portal-settings/portal-settings.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/time-zone/time-zone.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/dns-settings/dns-settings.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/custom-domain-name/custom-domain-name.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/trusted-domains/trusted-domains.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/self-registration/self-registration.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/password-strength/password-strength.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/invite-people/invite-people.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/manage-modules/manage-modules.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/customize-portal/customize-portal.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/change-logo/change-logo.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/white-labeling/white-labeling.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/change-title/change-title.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/team-template/team-template.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/data-backup/data-backup.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/deactivate-portal/deactivate-portal.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/delete-portal/delete-portal.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/view-statistics/view-statistics.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/change-time-zone/change-time-zone.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/restrict-access-to-module/restrict-access-to-module.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/portal-language/portal-language.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/disable-module/disable-module.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/enable-module/enable-module.ascx" /></li>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/two-step-verification/two-step-verification.ascx" /></li>
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<%--<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/sso/sso.ascx" /></li>--%>
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<%--<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/smtp-settings/smtp-settings.ascx" /></li>--%>
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<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/security/security.ascx" /></li>
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<%--<li><cc:LocalizeContent runat="Server" ControlName="~/Controls/Help/Tags/restore-backup/restore-backup.ascx" /></li>--%>
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</ul>
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</div>
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<div class="gs_content" id="Overview_block">
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<h2>Overview</h2>
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<div class="PortalHelp">
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<p>Once your portal is created, you will need to customize and manage it so that it fitted your needs:</p>
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<ul>
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<li><a class="see_also" href="#CustomizingPortal_block"><b>customize</b></a> the portal: change the portal language, set the correct time zone, set up the title, logo and team template used for the portal, select a color theme that suits your company brand, set an alternative URL for the portal;</li>
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<li>manage the portal <a class="see_also" href="#ManagingPortalModules_block"><b>modules</b></a>: choose which of them to show on the portal and which to hide from the portal users, add your own links into the portal navigation menu, select a default start page;</li>
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<li>update the <a class="see_also" href="#ChangingSecuritySettings_block"><b>Portal Access</b></a> settings: determine the password strength used to access the portal, turn on two-factor authentication, <%--enable the <b>Single Sign-on</b> feature to provide a more easy way to access the portal for users, --%>specify mail servers allowed for user self-registration, etc.;</li>
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<li>set up the <a href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/people.aspx#ManagingAccessRights_block")%>"><b>access rights</b></a> for portal administrators and other users;</li>
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<li>look through the recent user <a class="see_also" href="#TrackingLoginHistory_block"><b>login/logout activity</b></a> and obtain a detailed report for half a year;</li>
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<li>browse log entries of the recent <a class="see_also" href="#ReceivingAuditTrailData_block"><b>actions</b></a> that users performed on the portal (such as closing and editing tasks, changing access rights, creating and deleting CRM entities, transferring documents, inviting guests etc.), as well as download a detailed statistics file that provides data for half a year;</li>
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<li>change the <a class="see_also" href="#ChangingPortalRegion_block"><b>region</b></a> of the server where your portal is hosted;</li>
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<li>create <%--and restore --%>the portal data <a class="see_also" href="#CreatingBackup_block"><b>backup</b></a>;</li>
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<li>temporarily <a class="see_also" href="#DeactivatingDeletingPortal_block"><b>deactivate</b></a> or even <b>delete</b> the portal forever;</li>
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<li>adjust <a class="see_also" href="#AdjustingIntegrationSettings_block"><b>Integration</b></a> settings to connect some third-party services;</li>
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<li>see the main portal <a class="see_also" href="#ViewingPortalStatistics_block"><b>statistics</b></a>: creation date, total number of users, storage space used by various modules and users, user attendance.</li>
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</ul>
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<p></p>
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<p>To access the <b>Settings</b> from any portal page, click the <img alt="Settings Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/SettingsIcon.png")%>" /> icon at the top of the page or use the drop-down list in the top left corner and select the corresponding option.</p>
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</div>
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</div>
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<div class="gs_content" id="CustomizingPortal_block">
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<h2>Common settings</h2>
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<div class="PortalHelp">
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<p>The <b>Common</b> settings section opens by default. It allows you to adapt the appearance of the portal to your needs and choose the modules you wish to use. It includes two subsections: <b>Customization</b> and <b>Modules & Tools</b>.</p>
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<h5>Customizing portal</h5>
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<p>The <b>Customization</b> subsection of the <b>Common</b> settings allows you to change the look and feel of your portal. You can use your own company logo, name and text to match your organization brand.</p>
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<div class="screen_block">
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<img alt="Customizing Portal" target="img3_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/CustomizingPortal.png")%>" />
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<img alt="Customizing Portal" id="img3_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/CustomizingPortal.png")%>" />
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<div target="img3_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="inner_delimiter"></div>
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<h6>Language and time zone settings</h6>
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<p>This section allows you to change the language of the whole portal for all portal users and to configure the time zone so that all the events of the portal will be shown with the correct date and time.</p>
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<p>To configure the <b>Language and Time Zone</b> settings,</p>
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<ul>
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<li>drop-down the <b>Language</b> list and select an appropriate language to display all portal pages and notification,
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<div class="notehelp">
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This setting specifies the default portal language for new users. Each user can later override the default language by choosing a preferred one on his/her profile page (this setting will have higher priority than the language selected in the <b>Common</b> Settings).
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</div>
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<p>At present the online office is available in 21 languages: English, German, French, Spanish, Russian, Italian, Latvian, Portuguese (Brazilian), Turkish, Greek, Polish, Czech, simplified Chinese, Ukrainian, Vietnamese, Finnish, Portuguese, Azeri, Korean, Japanese and Slovenian. If your language is not yet present in the list of the available ones or the translation to your language is not complete, you may contribute to the translation sending your request at <a href="mailto:documentation@onlyoffice.com">documentation@onlyoffice.com</a>.</p>
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</li>
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<li>set the time zone that corresponds to your location from the <b>Time Zone</b> drop-down list,</li>
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<li>click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</li>
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</ul>
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<div class="inner_delimiter"></div>
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<h6>Welcome Page Settings</h6>
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<p>This section allows you to change the default title to be displayed on the <b>Sign In</b> page of your portal. To do that,</p>
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<ul>
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<li>enter the name you like in the <b>Title</b> field (e.g. your company title, its motto etc.),</li>
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<%--<li>replace the portal logo using the <b>Change Logo</b> link,
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<p>Click it to open the Windows Explorer window, browse for the necessary image file and click the <b>Open</b> button. The image will be loaded and displayed in the <b>Logo</b> field.</p>
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<div class="notehelp">
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You can upload an image not larger than <b>250x100</b> pixels, otherwise resizing will take place. The maximum image size cannot exceed <b>1 MB</b>.
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</div>
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</li>--%>
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<li>click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</li>
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</ul>
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<div class="notehelp">
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The same name is also used for the <b>From</b> field of your portal email notifications.
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</div>
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<div class="inner_delimiter"></div>
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<h6>DNS settings</h6>
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<p>This section allows you to set an alternative URL for your portal. By default, your portal is registered at <i>name.onlyoffice.com</i>. You can change it <%--setting an alias or even--%> specifying your own domain name. To do that,
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<%--<ul>
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<li>enter a desired alias in the <b>Portal Address</b> field,
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<p>The alias will help you change the <i>name</i> part of your portal URL <i>name.onlyoffice.com</i> so that your portal is available at <i>alternativename.onlyoffice.com</i></p></li>
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</ul>--%>
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check the <b>Custom domain name</b> box and specify your own domain name for your portal in the field below. </p>
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<div class="notehelp">
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Please note, that if you choose to switch to a custom domain, the portal will become available via <b>HTTP</b> protocol, the secure <b>HTTPS</b> will be disabled.
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</div>
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<p>To set up your own domain name, add a <b>DNS CNAME</b> entry, such as for example: team.ourcompany.com - <i>intranet.onlyoffice.com</i> (for the US West (Oregon) region), <i>intranet.onlyoffice.eu</i> (for the EU (Ireland) region), or <i>intranet.onlyoffice.sg</i> (for the Asia Pacific (Singapore) region). </p>
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<div class="notehelp">
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Before you may do it, you'll need to configure your domain name to point to the online office server by setting up the appropriate DNS records with your registrar. Please contact your registrar from whom you purchased the domain name for help on how to do it.
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</div>
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<div class="inner_delimiter"></div>
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<h6>Portal renaming</h6>
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<p>This section allows you to change the <i>name</i> part of your portal URL address <i>name.onlyoffice.com</i> so that your portal is available at <i>newname.onlyoffice.com</i>. Enter a desired name in the <b>New portal name</b> field and click the <b>Save</b> button.</p>
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<div class="notehelp">
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Once you click the <b>Save</b> button, your old portal name will become available to new users who want to register a new portal.
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</div>
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<%--<div class="inner_delimiter"></div>
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<h6>Portal version</h6>
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<p>This section allows you to switch between the available portal versions.You can either use the new version or switch back to the previous version of the portal.</p>
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<p>Just check the appropriate radiobutton and click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</p>--%>
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<div class="inner_delimiter"></div>
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<h6>Team template</h6>
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<p>This section allows you to name the organization (or group), its members and their activities within your portal. To do that,</p>
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<ul>
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<li>choose one of the available presets from the <b>Template</b> drop-down list,</li>
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</ul>
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<p>OR</p>
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<ul>
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<li>select the <b>Custom</b> option from the list and enter the names yourselves in the fields below,</li>
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<li>click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</li>
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</ul>
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<div class="inner_delimiter"></div>
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<h6>Color themes</h6>
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<p>This section allows you to change the default color palette of your portal interface so that it suits your company brand. To do that,</p>
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<ol>
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<li>switch between the available <b>Color Themes</b> to preview them: <b>Mellow green</b>, <b>Dark green</b>, <b>Deep blue</b>, <b>Wild pink</b>, <b>Bright blue</b>,</li>
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<li>select the one which suits you best,</li>
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<li>click the <b>Save</b> button to apply the selected color theme.</li>
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</ol>
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<p>To return to the default color theme, click the <b>Pure orange</b> radiobutton and save your changes.</p>
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</div>
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</div>
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<div class="gs_content" id="ManagingPortalModules_block">
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<h5>Managing portal modules</h5>
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<div class="PortalHelp">
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<p>The <b> Modules & Tools </b> subsection of the <b>Common</b> settings gives you the access to the list of portal modules and tools and the ability to manage them. To do that,</p>
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<ul>
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<li>leave checked the necessary modules and tools and uncheck those you don't need for your work,
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<p>It's also possible to manage the tools for your social network within the <b>Community</b> module checking those you need.</p>
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</li>
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<li>click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</li>
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</ul>
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<p>The disabled modules and tools will be hidden from all portal users.</p>
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<div class="notehelp">
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After enabling the modules and tools again they will become available for all portal users as well. To restrict the access, refer to the <a href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/people.aspx")%>"><b>Access Rights</b></a> section of the portal <b>Settings</b>.
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</div>
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<div class="screen_block">
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<img alt="Managing Portal Modules" target="img2_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/ManagingPortalModules.png")%>" />
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<img alt="Managing Portal Modules" id="img2_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/ManagingPortalModules.png")%>" />
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<div target="img2_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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<div class="inner_delimiter"></div>
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<h6>Custom Navigation</h6>
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<p>This section allows you to add your own items into the portal navigation menu for a greater portal usability. E.g. you can add links to some other websites, services etc.</p>
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<p>To add a new menu item:</p>
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<ol>
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<li>Click the <b>Add Item</b> link in the <b>Custom Navigation</b> section. A new window opens.
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<div class="screen_block">
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<img alt="Adding custom menu items" target="img14_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/AddingCustomMenuItems.png")%>" />
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<img alt="Adding custom menu items" id="img14_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/AddingCustomMenuItems.png")%>" />
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<div target="img14_eventcom_guides" class="screenphoto magnifier"></div>
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</div>
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</li>
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<li>Enter the menu item title in the <b>Label</b> text entry field.</li>
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<li>Specify the link to the necessary resource in the <b>URL</b> field.
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<div class="notehelp">
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Please note, that if your site is using HTTPS, all the links must also be in HTTPS, otherwise the warning will be displayed in the browsers.
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</div>
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</li>
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<li>The <b>Show in menu</b> and <b>Show on home page</b> options are selected by default. You can uncheck one of them if necessary.</li>
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<li>Replace the default icons with your own ones. The <b>Small icon, 16x16</b> will be used in the navigation menu located in the portal header. The <b>Large icon, 100x100</b> will be displayed on the portal start page. Click the corresponding <b>Change image</b> link below to upload a new image.</li>
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<li>When ready, click the <b>Save</b> button.</li>
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</ol>
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<p>The newly created navigation item will be added to the navigation menu and/or to the portal start page depending on the specified settings. It will also be displayed below the <b>Custom Navigation</b> title on the portal settings page. To edit the item, click the <img alt="Settings Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/menuitemsettings.png")%>" /> <b>Settings</b> icon next to it. In the <b>Item Settings</b> window, change the necessary parameters and click the <b>Save</b> button. If you want to remove the added navigation item, use the <b>Remove Item</b> button in the <b>Item Settings</b> window.</p>
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<div class="inner_delimiter"></div>
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<h6>Default start page</h6>
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<p>This section allows you to choose the page you go to right after you log in to the portal or click the online office logo when you have already signed in. You can select one of the portal modules, the Feed page, or leave the default <b>Module Choice</b> page.</p>
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<p>Just check the corresponding radiobutton and click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</p>
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<div class="inner_delimiter"></div>
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<h6>Pricing Page Settings</h6>
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<p>This section allows you to determine whether the pricing page should be accessible for all portal users or for administrators only. </p>
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<p>Check the <b>Pricing page available for administrators only</b> box to make this page visible for portal administrators only and click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</p>
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</div>
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</div>
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<div class="gs_content" id="WhiteLabeling_block">
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<h5>White Labeling</h5>
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<div class="PortalHelp">
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<div class="notehelp">
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This option is available for paid portals only.
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</div>
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<p>The <b>White Label</b> subsection of the <b>Common</b> settings allows you to replace branding elements used in the online office interface with your own ones. You can use your company name in the text elements (such as tooltips, message boxes etc.) as well as replace the default favicon and logos with your own logo. To do that,</p>
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<ul>
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<li>Enter your <b>Company name</b> in the text entry field to change all the titles and messages in the online office interface where the default value is used replacing it with the one you specified. Click the <b>Use as logo</b> button below the entry field if you want to use your company name as a text logo (instead of an image logo) - all the logos below will change correspondingly.</li>
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<li>Replace all the image <b>Logos</b> which appear in the online office:
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<ul>
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<li><b>Logo for notification mail messages (432x70)</b> - this logo appears in the upper left corner of email notifications about the portal events.</li>
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<li><b>Logo for the portal header (284x46)</b> - this logo appears in the upper left corner of every portal page.</li>
|
|
<li><b>Logo for the About/Login page (432x70)</b> - this logo appears on the <b>Sign In</b> page of the portal and the <b>About</b> page (user profile -> About this program).</li>
|
|
<li><b>Favicon (32x32)</b> - this logo appears in the address bar or tab of a web browser when the portal is opened in it, or on the bookmarks panel if you've added the portal address to the bookmarks.</li>
|
|
<li><b>Logo for the editors header (172x40)</b> - this logo appears in the upper left corner of the online editors launched.</li>
|
|
</ul>
|
|
<p>Click the <b>Change Logo</b> link below the logo you want to replace. In the Windows Explorer window, browse for the necessary image file and click the <b>Open</b> button. The image will be loaded and displayed in the corresponding <b>Logo</b> field.</p>
|
|
<div class="notehelp">
|
|
We recommended that you use images in the <b>PNG</b> format with a transparent background. To improve your logos legibility and make their outline clearly distinguishable, you also need to optimize them for use on dark or light backgrounds. The image sizes are shown for the Retina displays. For the displays with standard resolutions the logo width and height will be resized accordingly upon upload.
|
|
</div>
|
|
</li>
|
|
<li>click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</li>
|
|
</ul>
|
|
<p>To return to the default settings, click the <b>Restore to Default</b> button.</p>
|
|
<div class="screen_block">
|
|
<img alt="White Labeling" target="img12_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/WhiteLabeling.png")%>" />
|
|
<img alt="White Labeling" id="img12_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/WhiteLabeling.png")%>" />
|
|
<div target="img12_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="ChangingSecuritySettings_block">
|
|
<h2>Security settings</h2>
|
|
<div class="PortalHelp">
|
|
<p>The <b>Security</b> section allows you to control access to your portal and monitor all users activity. It includes four subsections: <b>Portal Access</b>, <a href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/people.aspx#ManagingAccessRights_block")%>"><b>Access Rights</b></a>, <b>Login History</b> and <b>Audit Trail</b>.</p>
|
|
<h5>Controlling portal access</h5>
|
|
<p>The <b>Portal Access</b> subsection of the <b>Security</b> settings allows you to provide users with secure and convenient ways to access the portal.</p>
|
|
<div class="screen_block">
|
|
<img alt="Changing Portal Access Settings" target="img1_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/PortalAccessSettings.png")%>" />
|
|
<img alt="Changing Portal Access Settings" id="img1_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/PortalAccessSettings.png")%>" />
|
|
<div target="img1_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
|
|
|
|
<h6>Password strength settings</h6>
|
|
<p>This section allows you to determine password complexity (the effectiveness of a password in resisting guessing and brute-force attacks). To do that,</p>
|
|
<ul>
|
|
<li>use the <b>Minimum password length</b> bar to determine how long the password should be to be considered strong,
|
|
<p>By default, the password should be at least <b>6</b> characters long.</p>
|
|
</li>
|
|
<li>check the appropriate boxes below the bar to determine the character set that must be used in the password: <b>capital letters</b>, <b>digits</b>, <b>special characters</b>,</li>
|
|
<li>click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</li>
|
|
</ul>
|
|
<div class="inner_delimiter"></div>
|
|
<h6 id="tfauthentication">Two-factor authentication</h6>
|
|
<p>This section allows you to enable the two-step verification with <b>SMS</b> or <b>authenticator apps</b> that ensures more secure portal access. </p>
|
|
<div class="notehelp">
|
|
For the <b>SaaS version</b>, the two-factor authentication with <b>SMS</b> is enabled by default when creating a new portal. The default SMS provider is selected depending on the portal region: <b>smsc</b> is used for CIS, <b>Twilio</b> is used for all other regions. You can add other available SMS providers later in the <a class="see_also" href="#AdjustingIntegrationSettings_block"><b>Settings</b> -> <b>Integration</b> -> <b>Third-Party Services</b></a> section.<br />
|
|
If you are using the <b>server version</b>, you first need to connect at least one SMS provider in the <a class="see_also" href="#AdjustingIntegrationSettings_block"><b>Settings</b> -> <b>Integration</b> -> <b>Third-Party Services</b></a> section so that you can enable the <b>Two-factor authentication</b> option.
|
|
</div>
|
|
<p>To enable the two-factor authentication with <b>SMS</b>,</p>
|
|
<ol>
|
|
<li>make sure that one of the SMS providers is connected in the <a class="see_also" href="#AdjustingIntegrationSettings_block"><b>Integration</b></a> section,</li>
|
|
<li>check the <b>By SMS</b> radiobutton under the <b>Two-factor authentication</b> section,</li>
|
|
<li>click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</li>
|
|
</ol>
|
|
<p>When the two-factor authentication with SMS is enabled, a user can access the portal data after entering his/her regular email and password or signing in via a social account and typing in a six-digit verification code received via SMS. </p>
|
|
<p>The SMS messages are sent to the user primary mobile phone which is specified at the first portal login via the two-factor authentication and later can be changed on the <a href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/people.aspx")%>">user profile</a> page. A verification code can be resent by clicking the <b>Send code again</b> button, but no more often than 5 times per 5 minutes. The sent code is valid for 10 minutes.</p>
|
|
<p>SMS messages can be sent if you have a positive balance only. You can always check your current balance in your SMS provider account. Do not forget to replenish your balance in good time.</p>
|
|
<div class="inner_delimiter"></div>
|
|
<p>To enable the two-factor authentication with an <b>authenticator app</b>,</p>
|
|
<ol>
|
|
<li>check the <b>By authenticator app</b> radiobutton under the <b>Two-factor authentication</b> section,</li>
|
|
<li>click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</li>
|
|
</ol>
|
|
<p>When the two-factor authentication with an authenticator app is enabled, a user can access the portal data after entering his/her regular email and password or signing in via a social account and typing in a six-digit verification code or a backup code generated by the authenticator app. </p>
|
|
<p>To access the portal for the first time after enabling the two-factor authentication:</p>
|
|
<ol>
|
|
<li>Enter your regular credentials to access the portal. The QR code and your secret key are displayed at your portal login confirmation page.</li>
|
|
<li>Install an authenticator app on your mobile device. You can use <b>Google Authenticator</b> for <a target="_blank" href="https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2">Android</a> and <a target="_blank" href="https://itunes.apple.com/app/google-authenticator/id388497605">iOS</a> or <b>Authenticator</b> for <a target="_blank" href="https://www.microsoft.com/en-us/p/authenticator/9wzdncrfj3rj?rtc=1&activetab=pivot%3Aoverviewtab">Windows Phone</a>.</li>
|
|
<li>Open the authenticator app on your mobile device and configure it in one of the following ways:
|
|
<ul>
|
|
<li>Scan the QR code displayed in the browser, or</li>
|
|
<li>Manually enter your secret key displayed in the browser,</li>
|
|
</ul>
|
|
</li>
|
|
<li>At your portal login confirmation page, enter a 6-digit code generated by your application.</li>
|
|
<li>Click the <b>Connect app</b> button.</li>
|
|
</ol>
|
|
<p>To learn more on how to use the two-factor authentication on your portal you can read the following <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/guides/two-factor-authentication.aspx")%>">article</a>.</p>
|
|
<div class="inner_delimiter"></div>
|
|
<%-- <h6>Single sign-on settings</h6>
|
|
<p>The <b>Single Sign-on</b> section allows you to enable/disable third-party authentication using SAML/JWT, thereby providing a more quick, easy and secure way to access the portal for users. </p>
|
|
<p>Generally, the <b>Single Sign-on</b> technology allows users to sign in only once and then get access to multiple authorized (i.e. integrated with an Identity Provider) applications/services without having to enter their credentials each time they access a different application.</p>
|
|
<div class="notehelp">
|
|
An <b>Identity Provider</b> (IdP) is a service that creates, maintains and manages user identity information and provides user authentication to other Service Providers within a federation. Such services as OneLogin, ADFS etc. act as Identity Providers. A <b>Service Provider</b> (SP) is an entity that provides web services and relies on a trusted Identity Provider for user authentication. In our case, the Service Provider is the online office.
|
|
</div>
|
|
<p>In your online office, you can enable SSO on the base of one of the following standards for the authentication/authorization data exchange between an Identity Provider and a Service Provider:</p>
|
|
<ul>
|
|
<li><b>SAML</b> (Security Assertion Markup Language) - an XML standard that allows to transmit user authentication/authorization data between an identity provider and a service provider through security tokens which contain assertions.</li>
|
|
<li><b>JWT</b> (JSON Web Token) - a security token that allows to transfer user authentication/authorization data through URLs using the JSON format and digital signatures.</li>
|
|
</ul>
|
|
<p>Enhanced security is enabled by means of the fact that the online office does not store user passwords, instead of that it uses the results of the authentication on the Identity Provider side. All the necessary user information is transmitted through an authentication token. If the user information changes on the Identity Provider side, it will be automatically updated on the portal during the next SSO authentication (note, that the data can only be synchronized in one direction: from the Identity Provider to the online office).</p>
|
|
<p>After the Identity Provider and the online office are mutually configured to ensure SSO, the user SSO authentication process will be performed on the Identity Provider side. The online office will receive an authentication token (SAML or JWT) from the Identity Provider. After the token is validated (by using digital signatures and the token lifetime), the online office allows the user to access the portal.</p>
|
|
<div class="screen_block">
|
|
<img alt="Enabling SSO Authentication" target="img9_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/SSO.png")%>" />
|
|
<img alt="Enabling SSO Authentication" id="img9_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/SSO.png")%>" />
|
|
<div target="img9_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<p>To enable and configure SSO authentication for your portal, you should integrate it with your Identity Provider, i.e.:</p>
|
|
<ol>
|
|
<li>Specify your portal data in your Identity Provider account. This procedure differs depending on the selected Identity Provider. For example, for the OneLogin service, you should open the 'Configuration' tab and enter <em>https://@@@/samllogin.ashx/</em> in the 'SAML Consumer URL' field, where <em>@@@</em> is your portal DNS name (e.g. <em>https://test.onlyoffice.com/samllogin.ashx/</em>). Save the settings. For more details on Identity Provider configuration, please refer to our <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/sso-setup.aspx")%>">Tips and Tricks</a> section.</li>
|
|
<li>Specify your Identity Provider data at the portal <b>Settings</b> page. To do that check the <b>Enable SSO</b> box, select a corresponding <b>SSO Type</b> (SAML or JWT) and fill in the required fields. The information you should specify in the <b>Issuer URL</b>, <b>SSO Endpoint URL</b>, <b>SLO Endpoint URL</b>, <b>Signature validation type</b> and <b>Key</b> fields can be found in your Identity Provider account. When all the parameters are set, click the <b>Save</b> button.</li>
|
|
</ol>
|
|
<div class="notehelp">
|
|
Each portal can only be integrated with one Identity Provider at the same time. For working with a different Identity Provider you should previously integrate it with the online office as described above.
|
|
</div>
|
|
<p>After the SSO is enabled, users can click the <b>Single Sign-on</b> link below the <b>Sign In</b> button at the portal authorization page, or use the sign-in page on the Identity Provider side. Moreover, you still be able to use other authentication methods.</p>
|
|
<div class="inner_delimiter"></div>--%>
|
|
<h6 id="TrustedDomain">Trusted mail domain settings</h6>
|
|
<p>This section allows you to specify the mail servers used for user self-registeration in your portal. By default, this option is disabled. To enable it,</p>
|
|
<ul>
|
|
<li>check the <b>Custom domains</b> radiobutton,</li>
|
|
<li>enter the trusted mail server in the field which appears below,
|
|
</li>
|
|
<li>check the <b>Add users as guests</b> box if you wish the added users to get the view-only <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/people.aspx#ManagingAccessRights_block")%>">permissions</a>,</li>
|
|
<li>click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</li>
|
|
</ul>
|
|
<p>To add more mail servers, use the <b>Add trusted domain</b> link. To delete a server added by mistake, click the corresponding <img alt="Remove Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/RemoveServerIcon.png")%>" /> icon to the right of the field.</p>
|
|
<p>After that any user who has an account at a specified mail server will be able to register him(her)self clicking the <b>Click here to join</b> link on the <b>Sign In</b> page and entering the email address. An invitation email with a link to the portal will be sent at the specified email address. To sign in the user will need to follow the link provided in the email, enter a password and confirm it.</p>
|
|
<p>To disable this option again just check the <b>Disabled</b> radiobutton.</p>
|
|
<%--<div class="inner_delimiter"></div>
|
|
<h6>Help and advertisement settings</h6>
|
|
<p>This section allows you to switch on/off advertisement and help panels which appear on certain portal pages and promote portal features. The advertisement panel helps users take advantage of all available functionality, the help panel explains how to use a particular option. If you don't need this information any more use the <b>Disable</b> radiobutton to disable the panels. To make the parameters you set take effect click the <b>Save</b> button at the bottom of the section.</p>--%>
|
|
<div class="inner_delimiter"></div>
|
|
<h6 id="ipsecurity">IP security settings</h6>
|
|
<p>This section allows you to prevent unwanted visitors from accessing your portal by allowing access to the portal from trusted networks only. If a user attempts to log in to your portal from any IP address except those you specify, this login attempt will be blocked. To restrict access to your portal based on the IP addresses,</p>
|
|
<ol>
|
|
<li>check the <b>Enable</b> radio button;</li>
|
|
<li>click the <b>Add allowed IP address</b> link;</li>
|
|
<li>in the entry field that appears, specify a single IP address in the IPv4 format (#.#.#.#, where # is a numeric value from 0 to 255) or set an IP addresses range by entering the starting and ending IP addresses of the range in the #.#.#.#-#.#.#.# format;
|
|
<div class="notehelp">
|
|
You can find the information on your portal visitors IP addresses in the <b>Login History</b> subsection of the <b>Security</b> settings by clicking the <b>Download and open report</b> button.
|
|
</div>
|
|
</li>
|
|
<li>in the same way, add as many trusted IP addresses as you need;</li>
|
|
<li>click the <b>Save</b> button at the bottom of the section.</li>
|
|
</ol>
|
|
<p>If necessary, you can delete the added IP addresses by clicking the corresponding <img alt="Remove Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/RemoveServerIcon.png")%>" /> icon to the right of the IP address. To disable this option again just check the <b>Disable</b> radio button and click the <b>Save</b> button.</p>
|
|
<div class="inner_delimiter"></div>
|
|
<%--<h6>Invitation link</h6>
|
|
<p>This section allows you to invite people to join your portal. To do that, copy the link using the corresponding option or the <b>Ctrl + C</b> key combination to paste it into the email afterwards and send to the people you wish to invite to your portal. Using the same link you can invite as many people as you wish.</p>
|
|
<p>If you wish the invited people to get the view-only <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/people.aspx#ManagingAccessRights_block")%>">permissions</a>, check the <b>Add users as guests</b> box <b>before</b> you copy the link.</p>
|
|
<p>After the people you invited follow this link and enter their email, first name, last name and password they will be automatically added to your portal and will be able to start collaborating with you.</p>
|
|
<div class="notehelp">
|
|
The sent link is valid for <b>7</b> days only.
|
|
</div>
|
|
<div class="inner_delimiter"></div>--%>
|
|
<h6>Administrator message settings</h6>
|
|
<p>This section allows you to display the contact form on the <b>Sign In</b> page so that people could send the message to the portal administrator in case they have troubles accessing the portal.</p>
|
|
<p>To enable it, just check the corresponding radiobutton and click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</p>
|
|
<div class="inner_delimiter"></div>
|
|
<h6>Session Lifetime</h6>
|
|
<p>This section allows you to set time (in minutes) before the portal users will need to enter the portal credentials again in order to access the portal.</p>
|
|
<p>To set session lifetime, check the <b>Enable</b> radiobutton, enter the necessary time value measured in minutes in the <b>Lifetime</b> field that appears and click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect. After save all the users will be logged out from portal.</p>
|
|
<%--<div class="inner_delimiter"></div>
|
|
<h6 id="portalaccesssettings">Portal access settings</h6>
|
|
<div class="notehelp">
|
|
This option is available for the free (trial, nonprofit) portals only.
|
|
</div>
|
|
<p>This section allows you to make your portal <b>public</b> so that not only authorized users but also anyone on the Internet could access it and view its public content.</p>
|
|
<p>To enable this feature, just check the <b>Public portal</b> radio button and click the <b>Save</b> button at the bottom of the section to make the parameters you set take effect.</p>
|
|
<p>Once this feature is enabled, the following changes will occur on your portal:</p>
|
|
<ul>
|
|
<li>The portal will be switched to the free public plan that allows to add 1-400 registered users and use 8 Gb of disc storage. Any user on the Internet will be able to view your public portal content without registration, but such users will not be able to make any changes.
|
|
<p>Unregistered users will have the <b>Read Only</b> permissions on your portal. The unregistered users' access rights are more restricted than the ones of the guests. These users <b>cannot</b> perform the following actions:</p>
|
|
<ul>
|
|
<li>post comments to existing entities,</li>
|
|
<li>upload, copy, move and edit documents,</li>
|
|
<li>access the <b>Talk</b>, <b>Mail</b>, <b>Calendar</b>, <b>Feed</b> tools, their user <b>Profile</b> and all the <b>Documents</b> module sections except the <b>Common Documents</b> one.</li>
|
|
</ul>
|
|
</li>
|
|
<li>Some functionality will not be available:
|
|
<ul>
|
|
<li>The <b>CRM</b> module will be inaccessible for all users.</li>
|
|
<li>The possibility to restrict access to projects in the <b>Projects</b> module will no longer be available. All the previously created private projects will be inaccessible for all users.</li>
|
|
<li>The possibility to restrict access to modules (<em>Settings -> Security -> Access Rights</em>) will no longer be available. All the previously specified settings will change to the default ones.</li>
|
|
<li>The possibility to disable modules and tools (<em>Settings -> Common -> Modules & Tools</em>) will no longer be available.</li>
|
|
<li>The possibility to create backup (<em>Settings -> Data Management -> Backup</em>) will no longer be available.</li>
|
|
<li>The option that allows users to contact your portal administrator (<em>Settings -> Security -> Portal Access -> Administrator Message Settings</em>) will be enabled by default without the possibility to turn it off.</li>
|
|
<li>The possibility to specify the mail servers used for user self-registration (<em>Settings -> Security -> Portal Access -> Trusted Mail Domain Settings</em>) will no longer be available. Any of the mail servers will be allowed for user self-registration in case the <b>Register new users immediately</b> option is checked in the <b>Portal Access Settings</b> section.</li>
|
|
</ul>
|
|
</li>
|
|
</ul>
|
|
<p>You can check the <b>Register new users immediately</b> box so that new users can register without the necessity for an administrator to confirm their registration. Otherwise they can submit their request to the portal administrator using the contact form at the <b>Sign in</b> page.</p>
|
|
<p>After you make your portal public, there is no the possibility to switch your portal status to the private one using the portal <b>Settings</b>, but you can submit your request to our <a target="_blank" href="mailto:support@onlyoffice.com">support team</a>.</p>--%>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="TrackingLoginHistory_block">
|
|
<h5>Tracking login history</h5>
|
|
<div class="PortalHelp">
|
|
<p>The <b>Login History</b> subsection of the <b>Security</b> settings is used to monitor the latest user login activity including successful logins and failed attempts with an indication of reasons.</p>
|
|
<p>This page displays only the last 20 records. Each record shows which action took place, who performed it and when the event occurred. You can also set the period to store the data. By default, it is set to 180 days.</p>
|
|
<div class="screen_block">
|
|
<img alt="Tracking Login History" target="img7_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/LoginHistory.png")%>" />
|
|
<img alt="Tracking Login History" id="img7_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/LoginHistory.png")%>" />
|
|
<div target="img7_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</div>
|
|
<p>To view the detailed statistics for the latest half year click the <b>Download and open report</b> button. The report will open in an .xlsx spreadsheet <em>(LoginHistory_ReportStartDate-EndDate.xlsx)</em>. </p>
|
|
<div class="notehelp">
|
|
The file will also be automatically saved to the <a href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/documents.aspx")%>"><b>My Documents</b></a> section.
|
|
</div>
|
|
<p>The login history report includes the following details: user <b>IP</b> address, <b>Browser</b> and <b>Platform</b> which were being used when the registered event occurred, <b>Date</b> and time of the event, name of the <b>User</b> who made an attempt to log in/log out, portal <b>Page</b> where the action has been performed, specific <b>Action</b> (for example, <em>Login Fail. Associated Social Account Not Found</em>).</p>
|
|
<p>The records are sorted chronologically in descending order, but you can easily <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/UsageInstructions/SortData.aspx")%>">sort and filter</a> the data by any parameter or use the <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/HelpfulHints/Search.aspx")%>">search tool</a> to quickly find a specific record.</p>
|
|
<p>In the <b>Online Users</b> section, you can also view the list of the users who are currently logged in as well as each online user session duration.</p>
|
|
</div>
|
|
|
|
<div class="gs_content" id="ReceivingAuditTrailData_block">
|
|
<h5>Receiving audit trail data</h5>
|
|
<div class="PortalHelp">
|
|
<p>The <b>Audit Trail</b> subsection of the <b>Security</b> settings allows you to browse through the list of the latest changes (creation, modification, deletion etc.) made by users to the entities (tasks, opportunities, files etc.) on your portal.</p>
|
|
<div class="notehelp">
|
|
This feature is currently available for the <b>Documents</b>, <b>Projects</b>, <b>CRM</b> and <b>People</b> modules, as well as for portal settings.
|
|
</div>
|
|
<p>This page displays only the last 20 records. Each record shows which action took place, who performed it and when the event occurred. You can also set the period to store the data. By default, it is set to 180 days.</p>
|
|
<div class="screen_block">
|
|
<img alt="Receiving Audit Trail Data" target="img8_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/AuditTrail.png")%>" />
|
|
<img alt="Receiving Audit Trail Data" id="img8_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/AuditTrail.png")%>" />
|
|
<div target="img8_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</div>
|
|
<p>To view the detailed statistics for the latest half year click the <b>Download and open report</b> button. The report will open in an .xlsx spreadsheet <em>(AuditTrail_ReportStartDate-EndDate.xlsx)</em>. </p>
|
|
<div class="notehelp">
|
|
The file will also be automatically saved to the <a href="<%=VirtualPathUtility.ToAbsolute("~/gettingstarted/documents.aspx")%>"><b>My Documents</b></a> section.
|
|
</div>
|
|
<p>The audit trail report includes the following details: user <b>IP</b> address, <b>Browser</b> and <b>Platform</b> which were being used when the registered event occurred, <b>Date</b> and time of the event, name of the <b>User</b> who performed the operation, portal <b>Page</b> where the action has been performed, generic <b>Action Type</b> (for example, <em>download, attach, updated access</em>), specific <b>Action</b> (for example, <em>Projects [Product development and promotion]. Tasks [Distribute coupons]. Status Updated: Closed </em>), <b>Product</b> and <b>Module</b> that the changed entity is referred to.</p>
|
|
<p>The records are sorted chronologically in descending order, but you can easily <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/UsageInstructions/SortData.aspx")%>">sort and filter</a> the data by any parameter or use the <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/ONLYOFFICE-Editors/ONLYOFFICE-Spreadsheet-Editor/HelpfulHints/Search.aspx")%>">search tool</a> to quickly find a specific record.</p>
|
|
</div>
|
|
|
|
|
|
<div class="gs_content" id="ChangingPortalRegion_block">
|
|
<h2>Data management settings</h2>
|
|
<div class="PortalHelp">
|
|
<p>The <b>Data Management</b> settings section allows you to ensure data protection and recoverability as well as to manage your portal status. It includes three subsections: <b>Migration</b>, <b>Backup<%--/Restore--%></b> and <b>Deactivating/Deleting Portal</b>.</p>
|
|
|
|
<h5>Changing portal region</h5>
|
|
<div class="notehelp">
|
|
This option is available for the owners of the paid portals only.
|
|
</div>
|
|
<p>The <b>Migration</b> subsection of the <b>Data Management</b> settings section allows you to change the location of the server where your portal is hosted. The closer the server region is to your geographical location, the faster the portal speed will be.</p>
|
|
<div class="screen_block">
|
|
<img alt="Changing Portal Region" target="img11_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/ChangingPortalRegion.png")%>" />
|
|
<img alt="Changing Portal Region" id="img11_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/ChangingPortalRegion.png")%>" />
|
|
<div target="img11_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
|
|
<p>At present you can select between three server regions: EU (Ireland) Region, US West (Oregon) Region and Asia Pacific (Singapore). To migrate from one region to another one,</p>
|
|
<ul>
|
|
<li>select the necessary <b>Server Region</b> from the drop-down list,</li>
|
|
<li>check the <b>Migrate Mail as well</b> box if you wish to transfer your mail as well,
|
|
<div class="notehelp">
|
|
The Mail migration may considerably increase the migration time. Besides that, only the mail for the last 30 days will be transferred. Therefore it's recommended to set your account once again once the process is completed instead of transfering the messages.
|
|
</div>
|
|
</li>
|
|
<li><b>notify users about portal migration</b> leaving the corresponding box checked,</li>
|
|
<li>click the <b>Change Server Region</b> button to start the migration process.</li>
|
|
</ul>
|
|
<div class="notehelp">
|
|
Once the process is started, it cannot be cancelled.
|
|
</div>
|
|
<p>The migration process may take some time depending of your portal data amount. During this process the portal will not be available. Once the migration is complete, you will receive the email with the new portal address.</p>
|
|
</div>
|
|
</div>
|
|
|
|
|
|
<div class="gs_content" id="CreatingBackup_block">
|
|
<h5>Creating<%--/restoring--%> backup</h5>
|
|
<div class="PortalHelp">
|
|
<p>The <b>Backup<%--/Restore--%></b> subsection of the <b>Data Management</b> settings allows you to backup your portal data<%-- and restore it to your local server or SaaS portal--%>.</p>
|
|
<div class="screen_block">
|
|
<img alt="Creating Backup" target="img4_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/BackupRestore.png")%>" />
|
|
<img alt="Creating Backup" id="img4_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/BackupRestore.png")%>" />
|
|
<div target="img4_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<h6>Data backup</h6>
|
|
<p>To create your portal data backup manually, use the <b>Data Backup</b> section:</p>
|
|
<ol>
|
|
<li>select the desired <b>Storage</b> for your backup files:
|
|
<ul>
|
|
<li>select the <b>Temporary</b> radio button if you wish to download the backup to your local drive when the backup process is over. You'll be able to do that using the link that appears below.</li>
|
|
<li>select the <b>Documents</b> radio button and click the <b>Choose</b> button next to the field that appears below. The <b>Select folder</b> window will open. Set a folder in the <b>Common Documents</b> section where you wish to store your backup and click the <b>OK</b> button.</li>
|
|
<li>select the <b>Dropbox, Box, OneDrive, Google Drive</b> radio button and click the <b>Choose</b> button next to the field that appears below. The <b>Select folder</b> window will open. Set a third-party resource directory located in the <b>Common Documents</b> section where you wish to store your backup and click the <b>OK</b> button.
|
|
<div class="notehelp">
|
|
The third-party resource must be previously connected to the Documents module as well as make shared and put into the <b>Common Documents</b> section. Otherwise the <b>Dropbox, Box, OneDrive, Google Drive</b> option will be disabled.
|
|
</div>
|
|
</li>
|
|
<li>select the <b>Third-Party Storage</b> radio button and choose one of the available services from the list: <b>Amazon AWS S3</b> (Amazon Simple Storage Service), <b>Google Cloud Storage</b>, <b>Rackspace Cloud Storage</b> or <b>Selectel Cloud Storage</b>. Enter the necessary data to access the selected third-party storage in the fields below.
|
|
<div class="notehelp">
|
|
The corresponding service must be previously connected in the <a class="see_also" href="#AdjustingIntegrationSettings_block"><b>Integration</b></a> section. Otherwise the following settings will be disabled.
|
|
</div>
|
|
<ul>
|
|
<li>For the <b>Amazon AWS S3</b> service, the following fields are available: <b>Bucket</b> (your unique bucket name) and <b>Region</b> (an AWS region where your Amazon bucket resides).</li>
|
|
<li>For the <b>Google Cloud Storage</b> service, the following field is available: <b>Bucket</b>.</li>
|
|
<li>For the <b>Rackspace Cloud Storage</b> service, the following fields are available: <b>Public container</b>, <b>Private container</b> and <b>Region</b>.</li>
|
|
<li>For the <b>Selectel Cloud Storage</b> service, the following fields are available: <b>Private container</b> and <b>Public container</b>.</li>
|
|
</ul>
|
|
</li>
|
|
</ul>
|
|
<div class="notehelp">
|
|
If you select the <b>Documents</b> or <b>Dropbox, Box, OneDrive, Google Drive</b> option, the backup file size affects the overall disk space used on your portal.
|
|
</div>
|
|
</li>
|
|
<li>check the <b>Include Mail in backup</b> box if you want to backup the <b>Mail</b> data as well. This increases the backup process time and backup file size, but if this option is unchecked, the <b>Mail</b> data will be lost after restoring and you'll need to connect accounts again.</li>
|
|
<li>click the <b>Make copy</b> button.</li>
|
|
</ol>
|
|
<p>Once the backup process is completed you'll find the backup <b>.tar.gz</b> file (<em>portal-name_date_time.tar.gz</em>) in the specified folder. If you've selected the <b>Temporary</b> storage, the link to download the created backup will be available for 24 hours.</p>
|
|
<p>To automate the backup process, use the <b>Automatic backup</b> section:</p>
|
|
<ol>
|
|
<li>check the <b>Enable</b> radiobutton.</li>
|
|
<li>select the desired <b>Storage</b> for your backup files (the available options are the same as those described above, except for the <b>Temporary</b> storage which is only available in the <b>Data Backup</b> section).</li>
|
|
<li>check the <b>Include Mail in backup</b> box if you want to backup the <b>Mail</b> data as well.</li>
|
|
<li>specify the time interval at which backups should be created: <b>Every day</b> with an indication of the necessary time of the day, <b>Every week</b> with an indication of the necessary day of the week and time of the day, or <b>Every month</b> with an indication of the necessary day of the month and time of the day.</li>
|
|
<li>set <b>The maximal number of backup copies to be stored</b> selecting the necessary value from the corresponding drop-down list.</li>
|
|
<li>click the <b>Save</b> button.</li>
|
|
</ol>
|
|
<p>Backups will be created automatically with the specified periodicity.</p>
|
|
<%--<div class="inner_delimiter"></div>
|
|
<h6>Data restore</h6>
|
|
<p>To restore your portal data from the previously created backup file,</p>
|
|
<ol>
|
|
<li>select the <b>Source</b> where your backup files are stored:
|
|
<ul>
|
|
<li>select the <b>Documents</b> radio button and click the <b>Choose</b> button below. In the <b>Select file</b> window, choose the necessary backup file stored in the <b>Common Documents</b> and click <b>OK</b>.</li>
|
|
<li>select the <b>DropBox, Box.com, OneDrive, Google Drive</b> radio button and click the <b>Choose</b> button below. In the <b>Select file</b> window, choose the necessary backup file stored in the third-party resource directory located in the <b>Common Documents</b> section and click <b>OK</b>.</li>
|
|
<li>select the <b>Amazon Cloud</b> radio button and enter the necessary data to access Amazon: <b>Access Key ID</b>, <b>Secret Access Key</b>, your unique <b>Bucket Name</b>. Open the <b>Choose Region</b> drop-down list and select an AWS region where your Amazon bucket resides. Specify the necessary backup <b>File URL</b>.</li>
|
|
<li>select the <b>Computer file</b> radio button and click the <b>Choose</b> button below. In the <b>Windows Explorer</b> window, choose the necessary backup file stored on your computer HDD and click <b>Open</b>.
|
|
<div class="notehelp">
|
|
Instead of selecting a backup file from a certain <b>Source</b>, you can just click the <b>Show the backup list</b> link below the radio buttons to select the necessary backup file from the backup history (if a backup file was deleted manually from the storage, it will not be available in the list). Click the <b>Restore</b> link next to the necessary backup file. To delete a backup file from the list, click the <img alt="Remove Icon" src="<%=VirtualPathUtility.ToAbsolute("~/images/Help/GettingStarted/RemoveServerIcon.png")%>" /> icon.
|
|
</div>
|
|
</li>
|
|
</ul>
|
|
</li>
|
|
<li>if necessary, leave the <b>Send notification about portal restoring to users</b> box checked to notify your portal users;</li>
|
|
<li>click the <b>Restore</b> button.</li>
|
|
</ol>--%>
|
|
<p>For more tips, you can refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/data-backup-restore.aspx")%>">this article</a>.</p>
|
|
</div>
|
|
</div>
|
|
|
|
|
|
<div class="gs_content" id="DeactivatingDeletingPortal_block">
|
|
<h5>Deactivating/deleting portal</h5>
|
|
<div class="PortalHelp">
|
|
<p>The <b>Deactivating/Deleting Portal</b> subsection of the <b>Data Management</b> settings allows you to temporarily deactivate or permanently delete your portal.</p>
|
|
<div class="screen_block">
|
|
<img alt="Deactivating/Deleting Portal" target="img5_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/DeactivatingDeletingPortal.png")%>" />
|
|
<img alt="Deactivating/Deleting Portal" id="img5_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/DeactivatingDeletingPortal.png")%>" />
|
|
<div target="img5_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<h6>Portal deactivation</h6>
|
|
<p>If you decide to not use the portal for some temporary reasons, deactivate it. To do that,</p>
|
|
<ol>
|
|
<li>click the <b>Deactivate</b> button.</li>
|
|
<li>a link to confirm the operation will be sent to the email address of the portal owner. Follow the link to confirm the operation.</li>
|
|
</ol>
|
|
<div class="notehelp">
|
|
This link is valid for 7 days only. Please complete the portal deactivation process within that period.
|
|
</div>
|
|
<p>After that your portal and all information associated with it will be blocked so that no one has access to it for a particular period.</p>
|
|
<p>You will be able to reactivate your portal at any moment. To come back to the portal and resume using it, use the second link provided in the confirmation email. So, please, <b>keep this email in a safe place</b>.</p>
|
|
<div class="inner_delimiter"></div>
|
|
<h6>Portal deletion</h6>
|
|
<p>If you do not think you will use the portal and would like to delete your portal permanently,</p>
|
|
<ol>
|
|
<li>click the <b>Delete</b> button to submit your request.</li>
|
|
<li>a link to confirm the operation will be sent to the email address of the portal owner. Follow the link to confirm the operation.</li>
|
|
</ol>
|
|
<div class="notehelp">
|
|
This link is valid for 7 days only. Please complete the portal deletion process within that period.
|
|
</div>
|
|
<p>All the data stored on your portal, as well as your registration details will be deleted. You will not be able to reactivate your portal or recover any information associated with it.</p>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="AdjustingIntegrationSettings_block">
|
|
<h2>Integration settings</h2>
|
|
<div class="PortalHelp">
|
|
<p>The <b>Integration</b> section is used to integrate your portal with third-party services.</p>
|
|
<p>If you use the SaaS version, the authorization keys parameters for most services, such as <b>Facebook</b>, <b>Twitter</b>, <b>Google</b>, <b>LinkedIn</b>, <b>Box</b>, <b>Dropbox</b>, <b>OneDrive</b>, <b>Bitly</b>, <b>Firebase</b>, and <b>Yahoo</b> are set up automatically, so the corresponding switchers are disabled. You can connect your <b>Facebook/Google/LinkedIn/Twitter</b> account on your profile page right away or follow <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/add-resource.aspx")%>">this article</a> instructions to learn how to connect third-party services within the <b>Documents</b> module.</p>
|
|
<p>In the SaaS version, you can connect the following services on the <b>Third-Party Services</b> page:</p>
|
|
<ul>
|
|
<li><b>DocuSign</b> - to send files from the <b>Documents</b> module for electronic signature to your portal employees.</li>
|
|
<li><b>Twilio</b> - to be able to call your CRM contacts from a web browser. You can also use <b>Twilio</b> to enable the two-factor authentication.</li>
|
|
<%--<li><b>Clickatell</b> or <b>smsc</b> - to enable the two-factor authentication option and receive an SMS with a code allowing the user to enter the portal.</li>--%>
|
|
<li><b>EasyBib</b> - to create bibliographic lists in your documents.</li>
|
|
<li><b>Amazon AWS S3</b>, <b>Google Cloud Storage</b>, <b>Rackspace Cloud Storage</b> or <b>Selectel Cloud Storage</b> - to backup and store data from your portal.</li>
|
|
</ul>
|
|
<p>For more details on the third-party service integration, please refer to our instructions for the <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/authorization-keys-saas.aspx")%>">SaaS version</a> or <a class="links" target="_blank" href="<%=VirtualPathUtility.ToAbsolute("~/server/windows/community/authorization-keys.aspx")%>">server version</a>.</p>
|
|
<div class="screen_block">
|
|
<img alt="Adjusting Integration Settings" target="img13_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/Integration.png")%>" />
|
|
<img alt="Adjusting Integration Settings" id="img13_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/Integration.png")%>" />
|
|
<div target="img13_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
<div class="inner_delimiter"></div>
|
|
<h5>Adjusting SMTP settings</h5>
|
|
<p>The <b>SMTP Settings</b> subsection allows you to configure your portal so that the email notifications to be sent using your own SMTP server. To do that,</p>
|
|
<ul>
|
|
<li>in the <b>Host</b> field, specify the domain name of the SMTP server you use;</li>
|
|
<li>in the <b>Port</b> field, specify the SMTP port number. It's recommended to use port 587 or 25.</li>
|
|
<li>check the <b>Authentication</b> box if the SMTP server requires authentication;</li>
|
|
<li>in the <b>Host Login</b> and <b>Host Password</b> fields, specify the login and password you use to access the SMTP server;</li>
|
|
<li>in the <b>Sender Display Name</b> field, specify the name of the sender which will be displayed in the <b>From:</b> field;</li>
|
|
<li>in the <b>Sender Email Address</b> field, specify the email address of the sender;</li>
|
|
<li>check the <b>Enable SSL</b> box to enable encrypted connections;</li>
|
|
<li>click the <b>Save</b> button.
|
|
<div class="notehelp">
|
|
To verify whether the specified settings are correct, click the <b>Send Test Mail</b> button. If the settings are specified correctly, you'll receive the <b>SMTP Test Message</b> to the email address specified in your user profile on the portal.
|
|
</div>
|
|
</li>
|
|
</ul>
|
|
<p>For more details, please refer to <a class="links" href="<%=VirtualPathUtility.ToAbsolute("~/tipstricks/smtp-settings.aspx")%>">this article</a>.</p>
|
|
<div class="screen_block">
|
|
<img alt="Adjusting SMTP Settings" target="img10_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/SMTP.png")%>" />
|
|
<img alt="Adjusting SMTP Settings" id="img10_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/SMTP.png")%>" />
|
|
<div target="img10_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="gs_content" id="ViewingPortalStatistics_block">
|
|
<h2>Statistics settings</h2>
|
|
<div class="PortalHelp">
|
|
<p>The <b>Statistics</b> section is used to present and summarize all your portal data in order to analyze and manage them.</p>
|
|
<h5>Viewing portal statistics</h5>
|
|
<p>Here you can view the following information:</p>
|
|
<ul>
|
|
<li>your portal creation date,</li>
|
|
<li>the number of active users registered on your portal,</li>
|
|
<li>the storage space allowed for the selected pricing plan (for the SaaS solution),</li>
|
|
<li>the total storage space used,
|
|
<p>You can also view the storage space used by each portal module or tool.</p>
|
|
</li>
|
|
<li>the total number of visits per day,
|
|
<p>By default, the <b>Usage Graph</b> shows data for the last 3 months. You can change the period selecting one of the available options: <b>last week</b>, <b>last month</b>, or <b>for a period</b> setting the start and end date in the corresponding fields.</p>
|
|
</li>
|
|
</ul>
|
|
<div class="screen_block">
|
|
<img alt="Viewing Portal Statistics" target="img6_eventcom_guides" class="screenphoto screen_guides" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/small/ViewingPortalStatistics.png")%>" />
|
|
<img alt="Viewing Portal Statistics" id="img6_eventcom_guides" class="bigphoto_screen" src="<%=VirtualPathUtility.ToAbsolute("~/images/help/gettingstarted/newconfig/big/ViewingPortalStatistics.png")%>" />
|
|
<div target="img6_eventcom_guides" class="screenphoto magnifier"></div>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
|
|
</div>
|
|
|