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The System Administrator, as well as other system members who have been given access, are able to control a number of system wide administrator tasks from the System Settings application. 

 

If you are not a System Administrator, you must be given the appropriate access rights (Read, Post, Modify or Admin) to perform certain functions in this area.  Contact your System Administrator or someone who has Administrator privileges in this area.

 

If you would like to assign access rights to a user within the System Settings application, refer to Assigning User and Group Access Rights to the System Settings application within this section.

 

The System Settings application is one of the four applications located within the System Tools section.

 

 

 

General Settings Tab

 

Entering the Intranet's System Settings 

 

Entering the Intranet's System Settings is very important, and should be done by the System Administrator immediately upon logging in to the system, before any other step is performed.

 

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System Tools.

      

3. Within the General Settings area, enter the following settings:

 

ü       Time Out period: Set the amount of time in seconds an Intranet site can remain idle before logging a User out.  Therefore, if a User is logged in to their Intranet account, the User will automatically be logged out according to the time specified here if no interaction occurs between the User and the Intranet.

ü       Minimum Password Length: Set the minimum number of characters a User is able to adjust their password to.

ü       Uploaded File Maximum Length: Set the maximum size of files that Users are able to upload to the Intranet.

ü       Company Login Logo: Upload the image that is to be visible on the Company Login page. The image should be sized to 180 x 70 pixels, and be in gif or jpeg format to appear correctly.

ü       Company Toolbar Logo: Upload the image that is to be visible on the top toolbar. Make sure the image is sized to 80 x 26 pixels, and is in gif or jpeg format to appear correctly.

ü       SMTP server:  Enter your SMTP mail server, short for Simple Mail Transfer Protocol, a protocol for sending e-mail messages between servers.  Entering your SMTP server allows you to use the Intra.Net™ E-mail Notification System.

ü       Feedback Link: Set the e-mail address that Users can send their comments or suggestions to, for example feedback@planetintra.com.

ü       Pick the Color for your Intranet: Set the color scheme for your Intranet.  If the trial version is being used, the Intranet will be visible in the default color only, which is gray. Refer to Pick the Color of your Intranet below for details.

 

  4.  Click Save Changes.

 

 

 

 

Setting Your SMTP Mail Server 

 

This feature allows the System Administrator, or anyone who has been given the appropriate access to the System Settings application, the ability to set the Intranet's SMTP mail server, short for Simple Mail Transfer Protocol, a protocol for sending e-mail messages between servers.  

 

Entering your SMTP server is very important as it allows the System Administrator to invite Users to the Intranet system through the Intra.Net™ E-mail Notification System.

 

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System Tools.

      

Note: If you are unable to perform steps 1 and 2, then you do not have access to the System Settings application.

 

3.  Enter your SMTP Server Name within the SMTP Server Name field.

4.  Click Save Changes.

 

Note: You are now able to utilize the Intra.Net™ E-mail Notification System.

 

 

 

 

Pick the Color for your Intranet

 

This feature allows the System Administrator, or anyone who has been given the appropriate access to the System Settings application, the ability to choose the color scheme for the Intranet and its Users. If you are using the trial version of Intra.Net™, the Intranet will be visible in the default color only, which is gray.

 

Note: If you are not a System Administrator, you must have at least the Read access right within this application to perform this function.  Contact your System Administrator or someone who has Administrator privileges in this area.

 

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System Tools.

      

Note: If you are unable to perform steps 1 and 2, then you do not have access to the System Settings application.

 

  1. Within the list of General Settings, along side Pick the color of your Intranet, click the Choose Color button.

 

Note: The Change the Color of Your Intranet dialog appears.

 

  1. If you know the Hexadecimal Value, enter it in the field, otherwise, simply use your mouse to select the color from the color palette by pointing your mouse to the desired color.

 

Note: The color is displayed in the Preview Pane.

 

  1. Click Choose Color.

    Note: The color is displayed in the second preview pane.

    6.  Click Save Changes.

 

Note: The color of your Intranet is changed to reflect the color chosen from the palette.

 

Note: If you would like to use the Intra.Net™ default color, which is gray, click Use Default Color, and then click Save Changes.

 

 

 

 

Upload Company Login Logo

 

The Company Login logo is important, as it becomes the first piece of company branding Users see upon logging in to the Intranet.  

 

Note: Before uploading, the image must be sized to 180 x 70 pixels within an image editor program, and be in gif or jpeg format to appear correctly.

    

  

Note: Once the image has been sized properly, proceed with Step 1 below.

 

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System Tools.

      

Note: If you are unable to perform steps 1 and 2, then you do not have access to the System Settings application.

 

  1. Within the list of General Settings, along side Company Login Logo, click the Browse button.

      Note:  The Choose File dialog appears.

    4.   Locate the image file on your local system, highlight it and click Open

      Note: The file name is now listed within the field.

    5.   Click Save Changes.

      Note: To make sure the image has taken, click Logout to return to the Intranet Login page.

 

 

Upload Company Toolbar Logo

The Company Toolbar logo is important, as this image will always appear visible within the top right toolbar once logged into the Intranet.  

 

Note: Before uploading, the image must be sized to 80 x 26 pixels within an image editor program, and be in gif or jpeg format to appear correctly.

 

   

Note: Once the image has been sized properly, proceed with Step 1 below.

 

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System Tools.

      

Note: If you are unable to perform steps 1 and 2, then you do not have access to the System Settings application.

 

  1. Within the list of General Settings, along side Company Toolbar Logo, click the Browse button.

      Note:  The Choose File dialog appears.

    4.   Locate the image file on your local system, highlight it and click Open

      Note: The file name is now listed within the field.

    5.   Click Save Changes.

      Note: If the image does not appear, right click on the toolbar and select Refresh.

 

Adding additional Text to the User Invitation Email

The text entered within this field will appear at the bottom of the invitation email sent out to new Users of the System.

Note: To customize the beginning of the invitation email, refer to Customizing The User Invitation Greeting below.

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System Tools.

      

3. On the General Settings page, within the Additional Message when Inviting a New User field, enter the     

    message that will appear at the bottom of the email.

 

  4.  Click Save Changes.

 

Note: You will be asked to re-login to your Intranet system for the change to take effect.  If you must make other changes within this area, wait until all necessary changes have been made before re-logging in.

 

 

 

User Settings Tab

Setting User Passwords to Expire in X amount of Days

 

Setting User passwords to expire will prevent Users from logging in the system with the same password after the number of days specified here.  Users should be instructed to reset their password within that time period through the Expiry Warning Message.  Refer to Setting The User Password Expiry Warning To Appear and Setting the User Password Expiry Warning Message below.

 

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System          Tools.

   

    3.  Click on the User Settings Tab.  

    4.  Within the User passwords expire after (days): field, enter the number of days that all User                          passwords will expire.

    5.  Click Save Changes.

Note: You will be asked to re-login to your Intranet system for the change to take effect.  If you must make other changes within this area, wait until all necessary changes have been made before re-logging in.

Note: Make sure to set when the User Password Expiry Warning Message is to be prompted.  Refer below to Setting the User Password Expiry Warning To Appear and Setting the user Password Expiry Warning Message for instructions.  This message should notify Users that they have so many days left before they are unable to login to the system and to change their password immediately. 

 

Setting the User Password Expiry Warning To Appear

Setting the User Password Expiry Warning to Appear notifies Users they have so many days left before they are unable to login to the system using that same password.

 

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System          Tools.

   

    3.  Click on the User Settings Tab.  

    4.  Within the User password expiry warning period (days): field, enter in days when the warning                message should appear to Users notifying them of how many days are left before their password                         expires. So if the number 2 is entered, the Expiry Warning Message will appear for two days before the              expiry date. 

    5.  Click Save Changes.

Note: You will be asked to re-login to your Intranet system for the change to take effect.  If you must make other changes within this area, wait until all necessary changes have been made before re-logging in.

 

Setting the User Password Expiry Warning Message 

When Setting the User Password Expiry Warning Message, the message should instruct Users to change their password within so many days so they will be able to login to the system after the specified time period.

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System                  Tools.

   

    3.  Click on the User Settings Tab.  

    4.  Within the User password expiry message: field, enter the warning message that will appear to Users          on the login page notifying them of how many days are left before their password expires. 

    5.  Click Save Changes.

Note: You will be asked to re-login to your Intranet system for the change to take effect.  If you must make other changes within this area, wait until all necessary changes have been made before re-logging in.

 

Setting the User Account Expiration Message

When Setting the User Account Expiry Warning Message, the message should instruct Users that their account will expire within so many days and that they will no longer be able to login to the system after the specified time period.

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System                  Tools.

   

    3.  Click on the User Settings Tab.  

    4.  Within the User Account Expiry Message: field, enter the warning message that will appear to Users             on the login page notifying them of how many days are left before their User Account expires. 

    5.  Click Save Changes.

Note: You will be asked to re-login to your Intranet system for the change to take effect.  If you must make other changes within this area, wait until all necessary changes have been made before re-logging in.

Note: For instructions on setting User Accounts to Expire, refer to User Administration - Add New User.

 

Customizing the User Invitation Greeting

The text entered within this field will appear at the top of the invitation email sent out to new Users of the System.

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System         Tools.

   

    3.  Click on the User Settings Tab.  

    4.  Within the User Invitation Greeting (replaces default greeting): field, enter the greeting that you would        like to express to new Users of the System.  

    Note: The greeting entered here will appear at the very top of the email.

    Note: To add additional text to the invitation located at the bottom of the email, refer to Adding additional Text to the User Invitation Email below.

    5.  Click Save Changes.

Note: You will be asked to re-login to your Intranet system for the change to take effect.  If you must make other changes within this area, wait until all necessary changes have been made before re-logging in.

Dictionary Tab

The dictionary feature allows a User to upload a customized dictionary text file to be accessed within the IntraEditor's spellchecker feature.  A file may be uploaded, downloaded, merged with the system file, replaced, or deleted completely.

Upload Dictionary File

Note: This feature allows you to Upload your own dictionary file to the system.  The dictionary file should be a plain text file with one word per line.

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System         Tools.

   

    3.  Click on the Dictionary Tab.  

    4.  Click the Browse button. 

    Note: The Choose File dialog appears.

    5.  Select the Dictionary File that is to be uploaded to the system.

    Note: The Save As dialog appears.

    6.  Locate the file on your local system that is to be uploaded and select Open.

 

Download System Dictionary

Note: This feature allows you to Download the Uploaded dictionary file.

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System         Tools.

   

    3.  Click on the Dictionary Tab.  

    4.  Click the Download button. 

    Note: The File Download dialog appears.

    5.  Click Save to save the file to your local system.

    Note: The Save As dialog appears.

    6.  Locate where on your local system you would like to download the file to and select Save.

 

Merge Dictionaries

This feature allows you to add the one that is in the system and the one that has been uploaded.

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System         Tools.

   

    3.  Click on the Dictionary Tab.  

    4.  Click the Merge button. 

 

Replace System Dictionary

This feature allows the dictionary that currently exists on the system to be replaced with the newly uploaded dictionary file. 

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System         Tools.

   

    3.  Click on the Dictionary Tab.  

    4.  Click the Replace button. 

 

Reset System Dictionary

  1. Within the Contents Browser, click on the plus sign (+) next to System Tools.

    

    2.   Within the Contents Browser, click on the System Settings application, which is listed below System         Tools.

   

    3.  Click on the Dictionary Tab.  

    4.  Click the Reset button. 

    Note: The Confirm Delete dialog appears.

    5.  Click Ok to delete the content of the System Dictionary file or click Cancel to exit.

 

Assigning User and Group Access Rights to the System Settings application

  

If the System Administrator wants other System Members to have access to the System Settings application, User or Group Access Rights must be assigned to it. 

 

Follow the instructions below to assign User or Group Access Rights to the System Settings application area.

 

Note: If you are not a System Administrator, you must have at least the Admin access right within this application to perform this function.  Contact your System Administrator or someone who has Administrator privileges in this area.

 

Note: When assigning User or Group Access Right s to the System Settings application, the User or Group to be assigned, must have at least the Read access right within the System Tools main section, before any access rights can be assigned to the System Settings application itself. The following steps will take you through both functions.

 

1.       Within the Contents Browser, click on the locklocated next to the System Tools section.

 

Note: If you are unable to perform step 1, then you are unable to assign User or Group access rights to the System Tools section.

 

2.       Click on the Access Rights tab.

 

Note: Make sure the User or Group that is to be assigned access rights is listed with at least the Read access right.  If the User or Group is not listed and must be assigned access rights, proceed to step 3.  If the User or Group is listed with at least the Read access right, proceed to step 9.

 

3.       Click Assign User Rights or Assign Group Rights.

 

Note: The Assign Access Rights dialog appears.

    

4.       Check the checkbox next to the User(s) or Group(s) to be assigned Access Rights within the System Tools section.  These Users or Groups may then be assigned access to any of the Sections or Applications that exist below this section.

     

Note: You may check more than one User or Group, if they are to be assigned the same access rights.

 

5.       Within the User Permissions or Group Permissions area, check the Grant checkbox next to the appropriate Access Rights (Read, Post, Modify or Admin) that the User(s) or Group(s) is to have within this folder.  For more information on Access Rights, refer to Assigning User Access Rights.

  

Note: To assign these same User or Group Access Rights to all Sections and Applications that exist within the

System Tools section, check the Apply Access Rights to Section Contents checkbox on the dialog. Users or 

Groups that must have different access rights within certain Sections and Applications must be manually changed.  This is done by clicking on the Section or Application's lockwithin the Content Browser, which is explained in detail in Step 9.

 

6.       Click Save on the dialog.

 

Note: The User(s) or Group(s) is now added to the list of Users within the Access Rights area with the assigned permissions visible.

 

Note: You may repeat steps 3 through 6 to continue to assign Users and Groups access rights within this section.

 

7.       If you would like to change the Access Rights assigned to the User once they have been added to this section, simply click on the User or Group within the list.

 

Note: The Permissions dialog for that User or Group appears with the current assigned access rights.

 

8.       Reassign the User or Group access rights and click Save on the dialog.

 

Note: The User or Group is now reassigned access rights within the list.

 

Note: The User or Group has now been assigned Access Rights within the System Tools folder, and can be assigned access rights within the System Settings application or any other Application or Section that exists below the System Tools section.

 

Note: Proceed to Step 9 to assign the User or Group access rights within the System Settings application.

 

Note: If you are not the System Administrator, you must have the Admin privilege in the System Settings application to assign User or Group Access Rights.

 

9.       Click the plus sign (+) next to System Tools.

  1. Within the Contents Browser, click on the lock located next to the System Settings application, which is listed below System Tools.

    

Note: If you are unable to perform steps 9 and 10, then you are unable to assign User or Group access rights to the System Settings application.

 

11.   Select the Access Rights tab.

 

Note: If no Users or Groups have been given access rights to the System Settings application, there will be no Users or Groups listed.

 

Note: Users or Groups that have already been added to the System Settings application may be viewed in several ways.  For example, click Show All to list both Users and Groups that have access; click Show Users to list only Users who have access; click Show Groups to list groups of Users who have access.

 

12.   If you would like to change the Access Rights assigned to the User, simply click on the User or Group within the list.

 

Note: The Permissions dialog for that User or Group appears with the assigned access rights.

 

13.   Reassign the User or Group access rights and click Save on the dialog.

 

Note: The User or Group is now reassigned access rights.

 

14.   If you would like to assign Users or Groups access rights to the application, click Assign User Rights or Assign Group Rights.  

 

Note: The Assign Access Rights dialog appears. 

 

15.   Check the checkbox next to the User(s) or Group(s) that is to be assigned Access Rights within the System Settings application.

 

Note: You may check more than one User or Group, if they are to be assigned the same access rights.

 

16.   Within the User Permissions or Group Permissions area, check the Grant checkbox next to the appropriate Access Rights (Read, Post, Modify or Admin) that the User(s) or Group(s) is to have within this area.  For more information on Access Rights, refer to Assigning User Access Rights.

17.   Click Save on the dialog.

 

Note: The User(s) or Group(s) is now added to the System Settings access rights area with the assigned permissions visible.

 

 

 

 

Modifying System Settings Properties

 

Here you are able to change the name of the System Settings application or choose another Icon for it.  Both changes will be visible within your Content Browser.  The name you select for the System Settings application be intuitive enough so that it is immediately recognizable.

 

Warning: Be aware that if you change the name of the System Settings application within your Intranet, it will not correspond with the Intra.Net™ Help Guide, which may create confusion when seeking help.

 

Note: If you are not the System Administrator, you must have at least the Admin access right within the User Administration application to perform this function.

 

1.       Within the Contents Browser, click on the plus (+) sign next to System Tools.

2.       Within the Contents Browser, click on the lock located next to the System Settings application.

3.       Select the Properties tab.

 

Note: Here you are able to modify the System Settings Name, as well as select an icon for the application.

 

4.       Within the Name field, enter a new name for the System Settings application and/or select a new icon.

5.       Click Save Changes.

 

Note: The System Settings name and icon are now modified within your Content Browser.

 

 

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