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Download USERS MANUAL - Danube Water
Transcript
DAPP
ANPM
ANAR
INHGA
PROJECT: SIIWATER
USERS MANUAL
Integrated Management of Transboundary Danube –
WATER
MODULE EXTERNAL PORTAL (UMBRACO Platform)
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Contents:
1. PURPOSE
3
2. USED TERMS 3
3. EXTERNAL ADMINISTRATION PORTAL .............................................................................. 4
3.1. EXTERNAL ACCESS PORTAL ................................................................................................................. 4
3.2. STATIC CONTENT MANAGEMENT SECTIONS .................................................................................... 8
3.2.1. ADD CONTENT STATIC SECTION INTO PORTAL ........................................................................... 8
3.2.2. MODIFIED CONTENT STATIC SECTION INTO PORTAL .................................................................11
3.2.3. ERASE/ UNPUBLISH CONTENT STATIC SECTION ........................................................................13
3.2.4. PUBLISH CONTENT OF THE STATIC SECTION INTO PORTAL .....................................................16
3.3. SECTION FORUM FROM THE PORTAL............................................................................................... 20
3.3.1. ADD AND PUBLISH NEW TOPIC IN SECTION FORUM FROM PORTAL ........................................20
3.3.2. ADD AND PUBLISH COMMENTS INTO SECTION FORUM .............................................................25
3.4. ADD AND PUBLISH COMMENTS ON AN ARTICLE/ DOCUMENT ON THE EXTERNAL PORTAL . 28
3.5. ADD AND PUBLISH CONTENT MULTIMEDIA ON THE EXTERNAL PORTAL .......................................................... 32
4. CONTENT MANAGEMENT WEBSITES .............................................................................. 34
4.1. ADD CONTENT OF DIFFERENT BULGARIAN WEBSITES .................................................................. 34
4.1.1. DELETE SECTION FROM OTHER BULGARIAN WEBSITES ...........................................................39
4.1.2. DEFINITION AND PUBLISHING SITE MAP ......................................................................................41
4.1.3. MOVE CONTENT WEBSITE INTO EXTERNAL PORTAL .................................................................43
4.2. ADD AND PUBLISH CONTENT IN ENGLISH/ BULGARIAN .............................................................. 46
5. USERS MANAGEMENT ON THE PORTAL .......................................................................... 53
5.1. CREATE NEW USER ACCOUNT ........................................................................................................... 53
5.2. MODIFY USER PARAMETERS ............................................................................................................. 57
5.3. DISABLE/ DELETE USER FROM PORTAL ............................................................................................ 59
6. EXTERNAL PORTAL AUDIT ............................................................................................... 62
6.1. PREVIEW CONTENT CHANGES FROM PORTAL ................................................................................ 62
6.2. VIEW PREVIOUS VERSION OF THE PORTAL...................................................................................... 65
6.3. ROLLBACK PREVIOUS VERSION CONTENT OF THE EXTERNAL PORTAL....................................... 68
6.4. CONSULTATION LOGIN AUDIT.......................................................................................................... 71
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7. ENVIRONMENTAL HEALTH MAP ..................................................................................... 73
8. KEYSTROKE ACCESS ......................................................................................................... 75
1. PURPOSE
The document is the User Manual Application "Integrated Management of Transboundary Danube WATER" and serves as a tool for understanding the application functionalities and operating mode with
it.
2. USED TERMS
The used terms in the document are:
Username – refers to the person who works with the software – WATER;
System – refers to the integrated border management – WATER, upon the whole;
Error message – message display system which sends the user that are blocking errors that
cause workflow;
Warning message - message displayed to the user system that transmits certain conditions
were not met; workflow may be followed by further;
Information Message - Message display system which guides the user application usage;
Date – date generic name or personal information specialist, registered in the system for a
user;
Portal - the architecture of a website, which contains data, developed domain-specific features;
Task – executing the workload assigned to a user (in our case, workflows with three
intermediate phases);
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3. EXTERNAL ADMINISTRATION PORTAL
The common elements are common application by all application users, regardless of the role that it
has.
3.1. EXTERNAL ACCESS PORTAL
When accessing external link portal properly, it displays the window in which the user is prompted to enter a
username
and
password.
Each user will have own username and password.
Figure 3.1- 1 – The Authentication
The user enters a valid user name and password assigned by the system administrator. After clicking
the Login, the system checks the data entered and if a user error, error message on the screen.
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Password is confidential and must not be disclosed to anyone, because each event (task, document
editing,
etc.)
in
the
system
is
assigned
a
unique
user.
If the username and / or password is entered incorrectly, the system displays the warning message:
"Unable to login."
Figure 3.1–2 – Warning message username / password
If the password and username were entered correctly, the system will generate the following screen:
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Figure 3.1 - 3 Home Page
Following validation of the data entered, the user is allowed to access external data portal.
The system opens the first page "Home" external portal viewed in the images above.
The main screen (WATER) contains the list of major sections that compose the external portal, as
follows:
1. Home;
2. Warnings;
3. Alerts from people
4. News;
5. Press Releases;
6. Multimedia Library;
7. About Project;
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8. Contact.
3.2. STATIC CONTENT MANAGEMENT SECTIONS
3.2.1. ADD CONTENT STATIC SECTION INTO PORTAL
External portal allows adding content (article, news, alerts, warnings etc.) in the static {News / Press
Releases / Alerts from people / Warnings / Multimedia Library} sections.
The user is connected to the platform and has rights to edit / add content on external portal.
User accesses external link portal administration. The system displays the login page for the external
portal administration. The user authenticates the login page to manage external portal.
The check credentials and after validation main page displays external management portal.
User accesses static section – News, that wants to add content. The system displays static section
selected by the user, as shown below:
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Figure 3.2.1 - 1 – Static Section - News
The
user
chooses
to
add
a
new
record
static
The system displays the Add Content page for the new record.
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section
"News"
chosen.
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Figure 3.2.1 - 2 – Create new entry in the section News
The user completes and saves the information about the new record: title, page title, attach images,
sub
header,
content
and
press
Save
and
Publish
button.
The user may choose to preview the content added by pressing the preview.
The preview functionality shows content added.
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Figure 3.2.1 - 3 – Preview new record
3.2.2. MODIFIED CONTENT STATIC SECTION INTO PORTAL
External portal allows changing the content (article, news, alerts, warning etc.) in the static {News =
News / Press Releases / population Alerts / Warnings / Forum / Home} of component.
The user is connected to the platform and has rights to edit / add content on external portal.
User accesses external link portal administration. The system displays the login page for the external
portal administration. The user authenticates the login page to manage external portal. The check
credentials and after validation main page display external management portal.
The user chooses the static section (e.g. News) that wants to modify the content.
The system displays user selected static section.
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The user selects a record, which want to edit/ modify, in our case, the content of the News.
The system displays the selected entry page, in order to modify it.
Figure 3.2.2 - 1 – Modified content into a static section
The user modify the selected record appropriate information and saves it by clicking on Save and
Publish
button.
The
system
saves
the
information
entered.
The
user may
choose
to
preview
the
contents
of the
record
changed.
The preview displays the modified content.
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3.2.3. ERASE/ UNPUBLISH CONTENT STATIC SECTION
External portal allows removing / unpublished content (article, news, reporting, warning, etc.) in the
static {News / Press Releases / Alerts from people / Warnings / Home} sections.
The user is connected to the platform and has rights to edit/ add/ delete content on external portal.
User accesses external link portal administration. The system displays the login page for managing
external portal. The user authenticates to the login page for managing external portal.
The check credentials after validation displays management portal main page externally.
The user chooses the static section of which wants to delete / unpublished content.
The static section displays user selected.
Figure 3.2.3 - 1 – Delete news from static section
The user chooses a record that wants to delete/ unpublished static section of the portal. The page
displays the selected entry.
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Figure 3.2.3 - 2 – Delete/ Unpublished content static section from portal
The user chooses the option to delete / unpublished and confirm
System delete / unpublished the selected entry by pressing on the OK button.
the
action.
Registration disappears from the tree structure of the external portal.
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Figure 3.2.3 - 3 – Result of the system
Information is deleted from the external portal and is available for consultation in the "Recycle Bin" as you can see
in the picture below:
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Figure 3.2.3 - 4 – Content removed from the external portal into the Recycle Bin
3.2.4. PUBLISH CONTENT OF THE STATIC SECTION INTO PORTAL
External portal allows publishing content (article, news, alerts, warning etc.) in the static {News/ Press
Releases
/
Alerts
from
people
/
Warnings
/Home}
sections.
The user is connected to the platform and has rights to edit / add content on external portal.
User accesses external link portal administration. The system displays the login page for the external
portal administration. The user authenticates the login page to manage external portal.
The check credentials and after validation main page display external management portal.
The user chooses the static section (Press Releases) in which want to publish content.
The system displays user selected static section.
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Figure 3.2.4 - 1 – Create New Press Release on the portal
The user will create a new press release and will publish on the portal.
The page displays the selected entry. The user completes the corresponding registration dates that will
be
published
by
clicking
on
Save
and
Publish
button.
The system saves the information entered.
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Figure 3.2.4 - 2 – Complete data for Press Release on the portal
The
user
chooses
the
The system shows the content.
option
to
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preview
the
content
saved.
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Figure 3.2.4 - 3 – Preview a Press Release on external portal.
Information is published and is available for consultation in external portal.
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3.3. SECTION FORUM FROM THE PORTAL
3.3.1. ADD AND PUBLISH NEW TOPIC IN SECTION FORUM FROM PORTAL
External portal offers the general public (citizens and businesses) access to a section of the forum on
the
issues
addressed
in
the
project.
An administrator user is connected to the platform and have right to publish content on external
portal.
An administrator user accesses external link portal administration. The system displays the login page
for the external portal administration. The user authenticates the login page to manage external
portal.
The user chooses the desired Forum section to add new themes. The system displays window Forum.
The user may choose to add a new topic in Forum section. The system displays the page for adding
new topics in Forum.
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Figure 3.3.1 - 1 – Section Forum
The user completes the information about the new theme and save them.
The system saves the information into the message.
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Figure 3.3.1 - 2 – Complete data for new topic in section Forum
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Figure 3.3.1 - 3 – Save dates from new topic for section Forum
The user chooses to publish content added by pressing Action button, and then the public option.
Content was posted new topics in public area of the external portal.
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Figure 3.3.1 - 4 – Publish new topic in section Forum
An administrator user set permissions to external users (citizens or companies) to add comments to
the proposed theme from Forum. Access Permissions tab and check boxes:
-
Attach Files;
Create Polls;
Create Posts.
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Figure 3.3.1 - 5 – Set access permissions to users into the Forum topic
The user may choose to preview the contents of added base. The system displays the preview content.
New topic in Forum section is added and published in the public and available for consultation.
3.3.2. ADD AND PUBLISH COMMENTS INTO SECTION FORUM
External portal provides citizens and companies access to a section of the forum on the issues
addressed in the project. In a thematic forum, the administrator can add comments.
The user is connected to the platform and have right to publish content on external portal.
User accesses external link portal administration. The system displays the login page for managing
external portal. The user authenticates to the login page for managing external portal.
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The user chooses the theme of the forum wants to add a comment. The system displays the selected
theme.
Figure 3.3.2. - 1 – The theme selected from the Forum section
External users (citizens or companies) on a topic by topic add a new comment, pressing the Create
Topic
button.
The page displays add new comment.
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Figure 3.3.2. - 2 – Add comment in the forum selected theme
The user completes the appropriate information and click Create Post. The system saves and publishes
information
added
comment.
Comments added to the Forum, on a certain theme, are published in the external portal and are
available for consultation.
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Figure 3.3.2. - 4 – Message posted into the forum section
3.4. ADD AND PUBLISH COMMENTS ON AN ARTICLE/ DOCUMENT ON THE
EXTERNAL PORTAL
External portal allows publishing documents by administrators, directly or approval flow. These
documents must allow the takeover of comments after they have been published where appropriate.
Portal administrators can turn to add a comment on an article / document published.
The user is connected to the platform and has the right to edit / publish content on external portal.
User accesses external link portal administration. The system displays the login page for the external
portal administration. The user authenticates the login page to manage external portal.
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The user selects the desired section to add and public comment. The system displays the selected
section.
Figure 3.5. - 1 – Section News
The user selects an article/ document, add a comment and save information added.
The system saves the added comment.
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Figure 3.5. - 2 – Comment and picture attached on article
User saves and publishes information added by click on the Save and publish button.
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Figure 3.5. - 3 – Comment posted on the section News
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3.5. ADD AND PUBLISH CONTENT MULTIMEDIA ON THE EXTERNAL PORTAL
External portal allows loading of multimedia files (images, documents, video files type).
The user is connected to the platform and has right to edit/ publish multimedia content on external
portal.
User accesses external link portal administration. The system displays the login page for the external
portal administration. The user authenticates the login page to manage external portal.
The user selects the desired section to add and publish multimedia content. The system displays the
selected section.
Figure 3.6. - 1 – Section Media
The user adds an item, load and save multimedia content information added.
The system saves the multimedia content added.
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Figure 3.6. - 2 – Content multimedia saved
User saves and publishes the multimedia files added. Multimedia image files is added to the external
public portal and is available for consultation.
Later the files can be deleted, or moved to another section sorted by user request.
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Figure 3.6. - 3 – Content multimedia posted on the external portal
4. CONTENT MANAGEMENT WEBSITES
4.1. ADD CONTENT OF DIFFERENT BULGARIAN WEBSITES
The informational content of each website, accessible from the external portal will be structured
differently and configurable. Also, each partner will then manage his site.
Each website administrators can add and publish new sections within their own website using a
predefined template list.
The user is connected to the platform and has right to edit/ add content on external portal.
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List
of
predefined
templates
is
available.
User accesses external link portal administration. The system displays the login page for the external
portal administration. The user authenticates the login page to manage external portal.
The user chooses the appropriate website (example, ANPM) that wants to add a new section.
The system displays the selected area.
Figure 4.1. - 1 – Create new text page on website ANPM
The user adds the selected area of the ANPM website a new section using a template from the list.
The user completes data provided from template: new section title, content and click button Save and
Publish.
The system saves and publishes section added.
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Figure 4.1. - 2 – Complete data new section on a different website
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Figure 4.1. - 3 – Save and publish data new section on a different website
The user click Preview button and see the information published on external portal.
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Figure 4.1. - 4 – The information published on a different website
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Similarly proceed to introduce new sections in websites for other partners (INHGA, DAPP and ANAR).
4.1.1. DELETE SECTION FROM OTHER BULGARIAN WEBSITES
The informational content of each website of interest, accessible from the external portal will be
structured differently and configurable. Also, each partner will then manage your site.
Each website administrator will be able to eliminate the existing sections within its own site.
The user is connected to the platform and has the right to edit / add content on external portal.
Registration
system
exists
in
published
status.
User accesses external link portal administration. The system displays the login page for managing
external portal. The user authenticates to the login page for managing external portal.
The check credentials after validation displays management portal main page externally.
User chooses static section that wants to remove it from the public, the website ANAR.
The static section displays user selected.
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Figure 4.1.1. - 1 – Static section selected for deletion
The user delete section selected from the public area of the site and confirms the action by pressing OK
button.
The system eliminates the public area user selected section.
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Figure 4.1.1. - 2 – Delete static section from website
Information is deleted/ removed from the external portal.
4.1.2. DEFINITION AND PUBLISHING SITE MAP
External portal provides the functionality of the "Site Map".
Site map is generated in the external portal, on the basis of the existing structure.
An
administrator
can
publish
the
site
map.
The administrator is connected to the platform and have right to edit/ add content on external portal.
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User accesses external link portal administration. The system displays the login page for managing
external portal. The administrator authenticates to the login page for managing external portal.
Administrator chooses Sitemap section. The system displays Sitemap section.
Figure 4.1.2. - 1 – Section Sitemap
Administrator click on the Save and Publish button.
System publish Sitemap in the public area.
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Figure 4.1.2. - 2 – Sitemap published on external portal
4.1.3. MOVE CONTENT WEBSITE INTO EXTERNAL PORTAL
External
portal
provides
support
for
moving
information
between
sections.
The user is connected to the platform and has the right to edit / add content on external portal. The
sections
are
available
and
contained
the
same
type.
User accesses external link portal administration. The system displays the login page for the external
portal administration. The user authenticates the login page to manage external portal.
The user chooses which section wants to move. The system displays the selected section.
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Figure 4.1.3. - 1 – Select content to move into static section
The user selects a record, in our case, a Press Release. The system displays the selected record.
The user choose to move a registration from static section Press Releases and it moves and confirm the
action by pressing Move button selected in the image above.
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Figure 4.1.3. - 2 – Move window
The system records the move operation and issue confirmation message "Press Release was moved
underneath INHGA", as shown below:
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Figure 4.1.3. - 3 – Confirmation message of content moved
The user presses the OK button and the system performs the actual move.
4.2. ADD AND PUBLISH CONTENT IN ENGLISH/ BULGARIAN
External portal will be available in three languages: Romanian, Bulgarian and English.
Bulgarian and English language content will be added in specific sectors, for which there is content
available
in
these
languages.
The user is connected to the platform and has the right to edit / add content on external portal.
Sections
English/
Bulgarian
are
available.
User accesses external link portal administration. The system displays the login page for the external
portal administration. The user authenticates the login page to manage external portal.
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The user chooses the English section that wants to add a new content. The system displays the
selected area.
Figure 4.2. - 1 – Select section Press Releases
The user adds a new entry, accessing the CREATE command.
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Figure 4.2. - 2 – Create content in English
The user completes the required data system: title, attachment file, content and save data by pressing
Save and Publish button. The system saves and publishes information on the portal.
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Figure 4.2. - 3 – Content saved in English
After clicking Save and Publish button by the user, the system issues the message "Content published:
and
visible
at
the
website",
as
shown
below.
User accesses the Preview button and sees the information posted on the site.
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Figure 4.2. - 4 – Confirmation message from the system
The user can send the translated contents previously saved in one of the three international languages:
Romanian,
English
or
Bulgarian.
The user selects the content "PRESS RELEASES", then click on the 'Send to Translation" button.
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Figure 4.2. - 5 – Content sent to translation
The
following
window
opens
that
contains
the
following
data:
Translator;
- International languages (Bulgarian, English, Romanian), which is chosen for translation;
Include
images;
Add
your
comments;
Users choose the desired language to translate content previously saved and click on OK button.
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Figure 4.2. - 6 – Window to select language to translation
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5. USERS MANAGEMENT ON THE PORTAL
5.1. CREATE NEW USER ACCOUNT
External portal enables management to external
External user accesses external link portal administration.
users
(citizens
and
companies).
The system displays the login page for managing external portal.
Figure 5.1. - 1 – Register new user account
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The user chooses to add a user account and click Register button. The system displays the Add User
window with minimal information about it (username, password and email).
Figure 5.1. - 2 – Window for complete data new user account
The user completes and stores information about the user by pressing the New Account. The system
saves
the
user
in
the
user
list.
To give access to the external user portal, an administrator user will access the menu command
Umbraco, members section, choose the first letter of the user name, select the user (Ex. julienp) and
click on the Reload nodes button, which updates the list users of the system.
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Figure 5.1. - 3 – Update list members
The system displays information about the user added.
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Figure 5.1. - 4 – Window for set permissions for new user
The user completes the user's permissions and click on the Save button.
The system saves the information completed about the user and issue a confirmation message.
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Figure 5.1. - 5 – Confirmation message from the system about the member saved
5.2. MODIFY USER PARAMETERS
The portal allows external users manage content management role. An administrator user is connected
to the platform and has the right to change the external portal users. The user is created in the system.
The user selects Members section. The system displays Members section.
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Figure 5.2. - 1 – Members section
The administrator chooses an existing user (e.g. daniel.tudor) and changes the user type in
Administrator. The system displays information about existing user selected.
Administrator edit user information (adding an image to Avatar) and click Save button. The system
saves the information changed / updated about the user.
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Figure 5.2. - 2 – Image attached for Avatar
5.3. DISABLE/ DELETE USER FROM PORTAL
External portal enables management users with management role. An administrator user is connected
to the platform and have right to edit / add / disable users in external portal.
The
user
exists
or
is
created
in
the
system.
User accesses external link portal administration. The system displays the login page for managing
external portal. The user authenticates to the login page for managing external portal. The check
credentials
after
validation
displays
management
portal
main
page
externally.
The user selects the Members section. The system displays the Members section.
The user chooses an existing user (e.g. julienp).
The system displays information about existing user selected.
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Figure 5.3. - 1 – Members section
The administrator user removes the selected user. The system saves information.
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Figure 5.3. - 2 – Delete user
User is disabled/ deleted from the external portal.
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6. EXTERNAL PORTAL AUDIT
6.1. PREVIEW CONTENT CHANGES FROM PORTAL
External portal supports notifications, versioning, audit logs and possibility to cancel the changes. This
feature allows administrators to visualize when amended content of external portal, which made those
changes, to view previous versions and to cancel changes made if is necessary.
An administrator user is connected to the platform and have right to edit / add content on external
portal.
User accesses external link portal administration. The system displays the login page for managing
external portal. The user authenticates to the login page for managing external portal.
The check credentials after validation displays management portal main page externally.
The user selects the section/ registration who wishes to view audit information (about the changes
made in external portal). The system displays the section/ record selected.
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Figure 6.1. - 1 – Static section selected from the portal
The user chooses to view audit information (about the changes made in external portal) associated
with the selected section, access the command button Action and Audit Trail. The system displays
information for auditing section/ selected record.
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Figure 6.1. - 2– Command Audit Trail
Audit information about changes made in external portal for section/ recording in question are
displayed window audit trail.
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Figure 6.1. - 3 – Window Audit Trail
6.2. VIEW PREVIOUS VERSION OF THE PORTAL
External portal allows an administrator to view the contents of a previous version of the section
selected.
An administrator user is connected to the platform and have right to edit/ add content on external
portal.
User accesses external link portal administration. The system displays the login page for managing
external portal. The user authenticates to the login page for managing external portal.
The check credentials after validation displays management portal main page externally.
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The administrator chooses section/ registration wishing to view audit information (about the changes
made in external portal). The system display section/ recording selected.
Figure 6.2. - 1 – Section/ record displayed from portal
The administrator chooses to view the contents of an earlier version, by clicking on Rollback command.
The system displays information about the contents of the previous version selected.
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Figure 6.2. - 2 – Rollback command
Information about previous version for section/ recording in question is displayed.
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Figure 6.2. - 3 – Window with the previous versions
6.3. ROLLBACK PREVIOUS VERSION CONTENT OF THE EXTERNAL PORTAL
External portal content returns to the previous version/ registration chosen.
An administrator user is connected to the platform and has right to edit / add content on external
portal.
Administrator accesses external link portal administration. The system displays the login page for the
external portal administration. The administrator authenticates the login page to manage external
portal.
The check credentials and after validation main page display external management portal.
Administrator chooses section/ registration wishing to view information about previous versions. The
system display section/ recording selected.
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Figure 6.3. - 1 – Section/ recording selected from portal
The administrator chooses an earlier version of the content to which it wants to recover previous
versions displayed list. The system displays the information from the previous version.
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Figure 6.3. - 2 – Previous version selected for the recording from portal
Rollback button is pressed and the information about the previous version is saved and are available
for consultation in the public area.
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Figure 6.3. - 3 – Rollback previous version of the record
6.4. CONSULTATION LOGIN AUDIT
Information about viewing history authentication will be available at the database level.
An administrator user is connected to the platform and access rights in the history authentication.
Administrator external portal accesses the information stored in authentication history information portal
and completes the search criteria. The system displays the authentication history.
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Figure 6.4. - 1 – Window Login Audit
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7. ENVIRONMENTAL HEALTH MAP
Its purpose is to consult information related to map external environmental health portal by the
general
public.
System
is
available.
Environmental
health
map
is
available.
User accesses external link portal administration. The system displays the login page to access external
portal.
User log in with credentials received login page (username and password). The check credentials and
after
validation
external
displays
main
page
of
the
portal.
The user accesses the map public environmental health. The system displays the map of environmental
health with default information.
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Figure 7.1. - 1 – Environmental Health Map
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8. KEYSTROKE ACCESS
In the current work with external portal, the keyboard has a secondary role, using mainly the filling in
text and/ or data.
The combination of keys that can be used to improve the work are:
TAB key - by pressing it salt field that is positioned in the next field, which respects the logical
order in desktop;
Arrows keys (left, right, up, down) - allow you to move into editable text, even if it exceeds the
size of a page. Can be used for selecting a value a selector;
Ctrl-F (Find) - allows you to search a text in a page. It can be used, for example, quickly looking
information within the portals;
Ctrl-C, CRTL- X, Ctrl V - standard functions for copying, moving and pasting;
Ctrl + - increases the portal of your browser window.
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