WordFrame Community Platform v1.0 Initial Administrators' Checklist
From WordFrameWiki
Administrators' Checkist, v1.3. Created December 7th, 2007. Version 1.3 of this document supersedes in its entirety version 1.2 created December 2nd, 2007.
This is a set of actions and functionality settings for the initial start of each WordFrame Platform installation or instance. The following settings have to be maintained for the proper initial Platform launch and usage.
Each of the procedures and settings described bellow can be specific for each customer and that is why those actions and settings are not automated or preset when the platform is presented to the customers.
Once you have been given the status if a trial prospect or a customer this is what needs to be done so you can successfully start using or testing the WordFrame Platform:
1. Request a new installation from ITBrix for the separate instance and system
2. Ask by e-mail for the admin user and pass for the first initial user. Keep the mail in a separate archive so you can easily reference it if needed.
3. Based on the contract you have with ITBrix the first initial user will be either someone from your organization or someone from ITBrix’ support department.
4. If the initial user is an admin from ITBrix, please register and login to the system and request administrative rights. The initial administrative user will give you the proper admin credentials.
5. Login to the WordFrame Platform after your credentials are changed to administrative
6. Go to Administrative section – you can find the admin link in the upper right corner, where your user name is or in the main navigational menu of the WordFrame platform.
7. When in the Administrative module – please go to System tab –> System Tab and Settings
8. Check whether your company or organization need registration policy, check the SMTP server settings, allowed file times in the different modules.
9. Select proper admin e-mail address for the entire company and project.
10. Once done with the System settings – please carefully save your selection.
11. Your next step is the System tab – Customize or Delete Group Section – change the header of the Platform , Company logo must be a part of the header
12. Customize or delete group will allow you to put specific text on the home page of the company/group/community
13. System tab – Industries, please select, edit or add the industries specific to your community
14. Communication tab – System e-mails and templates – check and change all internal and administrative texts and e-mails for correspondence with the registered and non registered users
15. Setting the user rights, go to the Users tab, then to user rights – permissions and rights section
16. Hit Default button in the User rights and permission section so you can restore the default user rights settings conveniently preset in the way they accommodate more than 85% of out prospects and customers.
17. Go to System tab under the User Rights and permission section and change the read post and comment rights to Regular users so the logged users or visitors to be able to see the actual articles or comments
18. Users Tab and Settings Administration module – Invitations – create an invitation template – follow the onscreen instructions for proper template creation
19. Make sure you know how your WordFrame Platform is set to function in regards to the new User Registration - you have selected to operate with applied registration policy or no registration policy
20. If the registration policy is switched off – anybody can register and be a member of the community. If the policy is on – only users with e-mails that come from white-listed domains will be able to register
21. Admin menu – Look and Feel Tab and Settings module – Themes Section – change the way your system looks, choose form over 25 designs
22. Admin menu – Look and Feel Tab and Settings module – check the Language Files Section in case you need to change something as quickly as possible
23. Look and Feel Tab and Settings module – Interface Column layout section – select how your system would like to be seen – 1 column, 2 column or three columns
24. Look and Feel Tab and Settings module – Personalization Section – you can switch module son and off, you can move modules to and form the side columns
25. Admin menu – Marketing Tab and Settings – Banners and Meta Tags section – group specific meta tasks and ad banners
26. Please note that additional personalization of the themes is a common practice in Blog and collaboration systems
27. Admin menu, - Content Tab and Settings module– use the Polls, News and Events section to enter the needed data into the system so you can have polls, news and events into our system
28. Admin menu – Content Tab and Settings – Manage links – administrators can put something as an internal or external URL as a link in a side module
29. Admin menu – Security Tab and Settings module – Corporate Compliance section– choose track words – to be monitored or forbidden words – words that can not be used in the system
30. Admin menu, Statistics Tab and Settings module – System Dashboard section– the needed initial reporting functionality as far as details is present
31. Admin Menu – Content Tab and Settings module – create category types and actual categories for better identification and prioritization of the articles
32. Implement the proper user profile using Dynamic Profile Management Section under the Users Tab! Please make sure you spend enough time in planning how the personal and professional profile of the registered users using the system will look like. Carefully plan, document the different profile sections and the needed fields in each section. Please carefully select the fields that will be set as “required” fields in the profile as well as the field that will be “tag-able”. A tag-able word or a field in the profile will produce a list of all users that selected that item in their profiles throughout the community.
