new_admin_userguide

Figure 2.1 Mozilla and Internet Explorer icons

(b) In the Address Bar (Figure 2.2) type in: www.wolforum.org/webocracy/admin.

(c) Press the ENTER key or click on search

Figure 2.2 Mozilla's Address Bar

The Admin login box is displayed (see Figure 2.3).

Figure 2.3 Admin Login Box

(d) Enter your username and password.

(e) Click on login

.

The system administration homepage is displayed (see Figure 2.4).

The discussion forum moderator homepage is displayed in Figure 2.5. The discussion forum topics are displayed.

The system publisher homepage is displayed in Figure 2.6.

Figure 2.4 Administration homepage

Across the top of the homepage are two tabs labelled as: Global Settings and Categories. The homepage automatically displays the Global Settings folder.

The Global Settings tab contains eleven main category links which are displayed down the left hand side of the homepage and are labelled as: System Settings, Users, Categories, Articles, Forums, Pollings, Messages, Submissions, Forms, Web Resources and Tenders.

The Categories tab (across the top of the homepage) and the Categories link (down the left hand side of the homepage) display identical information.

Figure 2.5 Discussion forum moderator homepage

Across the top of the publisher homepage are seven tabs labelled as: Articles, Forums, Pollings, Messaging, Submissions, Web Links and Tenders.

Figure 2.6 System Publisher homepage

Sections 3, 5 and 6 apply to the system administrator only.

3. SYSTEM SETTINGS (SYSTEM ADMINISTRATOR)

(a) If not already displayed click on the Global Settings tab.

(b) Click on System Settings (see Figure 3.1).

Figure 3.1 System Settings link selected

3.1 Database Information

(a) Click on the Database Info link (see Figure 3.2) (unless it is already displayed).

Figure 3.2 Database Info link selected

The Database Info page holds information about the database consisting of its properties (Name and Version), the JDBC Driver Properties (Driver, Connection, URL and Connection username) and the database capabilities.

3.2 Search Settings

(a) Click on the System Settings link.

(b) Click on the Search Settings link (see Figure 3.3).

Figure 3.3 Search Settings link selected

The Search Settings page adds new resources into the searchable resource database. How often this takes place can be controlled by adjusting the refresh interval and clicking on the UPDATE button.

3.3 Ontology Settings

(a) Click on the System Settings link.

(b) Click on the Ontology Settings link (see Figure 3.4).

Figure 3.4 Ontology Settings link selected

The Ontology Settings page controls how often the ontology reloads from the ontology server. This can be controlled by adjusting the refresh interval and clicking on UPDATE.

To reload the ontology from the server click on reload

3.4 Association Statistics

(a) Click on the System Settings link.

(b) Click on the Association Statistics link (see Figure 3.5).

Figure 3.5 Association Statistics link selected

This shows all the themes and indicates the number of documents linked to each theme.

3.5 Watch Dog

(a) Click on the Systems Settings link.

(b) Click on the Watch Dog link (see Figure 3.6).

Figure 3.6 Watch Dog link selected

This is responsible for updating the submission processing states and handles any new replies.

4. LISTING THE ITEMS OPTION

When clicking on the Users, Categories, Articles, Forums, Pollings, Messages, Forms, Web Resources or Tenders link there is an option available (see Figure 4.1) which allows you to decide how many User's for example can be viewed per page.

Figure 4.1 Icon to select how many users can be viewed per page

(a) Click on

and a list becomes available (see Figure 4.2). This comprises of a list of options, which allows you to decide how many items (i.e. Users, Categories, Articles, Forums, Pollings, Messages, Forms, Web Resources and Tenders) can be viewed per page. The options available are: 10, 20, 30 and 50.

Figure 4.2 List to select how many items can be viewed per page

(b) Click on the preferred number.

(c) Also on the right hand side of the screen there is a link labelled Next (see Figure 4.3). Click on this to view other items on the next page. Likewise when on the next page to go back to the previous page click on the Previous link (see Figure 4.4).

Figure 4.3 Link to view other User's

Figure 4.4 Link to view Previous User's

5. USERS (SYSTEM ADMINISTRATOR)

(a) Click on the Users link (see Figure 3.1). The User Summary page is displayed (see Figure 5.1).

Figure 5.1 User Summary page

5.1 User Summary

The User Summary page displays the User's ID, Name and their Email address. The summary page also contains two links: Roles and Remove, which are explained in more detail in this section.

5.1.1 Assign/Delete User Roles

If you click on the Roles link below the users email address (see Figure 5.2) a page containing the roles for that particular user are shown. Displayed on this page are two boxes labelled as: Roles and Assigned Roles (see Figure 5.3).

Figure 5.2 Roles for a user

Figure 5.3 User Roles page

The roles are: Administrator, Guest, Registered User, Publisher and Moderator.

If you wish to assign a new role for a particular user click on the desired role in the Roles box and click on

.

If you wish to delete a role from a user click on the role you wish to delete in the Assigned Roles box and click on

.

When the roles have been assigned correctly click on

5.2 Change a Password

(a) Click on the Users link (see Figure 3.1).

(b) Click on the Passwords link (see Figure 5.4).

Figure 5.4 Password link selected

The Change Password page is displayed and this is where the passwords can be changed.

(c) Enter the required information: admin password (i.e. current password), username of person to change, new password, and confirm new password in the appropriate input boxes.

(d) When all the above details have been entered click on

5.3 Create a User

(a) Click on the Users link (see Figure 3.1).

(b) Click on the Create User link (see Figure 5.5).

Figure 5.5 Create User link selected

The page to create a user is displayed. Enter the following information in the relevant input boxes: First Name (optional), Last Name (optional), Email, Username and Password (to be entered two times).

(d) The username entered can be the email address entered. If this is the case click in the use email box

else leave it blank.

(e) When all the above information has been entered click on create user

.

(f) If the password no longer needs to be changed click on cancel

.

(g) When a User is created the roles Registered User and Guest are automatically assigned. To change these or add new roles go to Section 5.1.1.

5.4 View/Create Roles

(a) Click on the Users link (see Figure 3.1).

(b) Click on the Roles link (see Figure 5.6).

Figure 5.6 Roles link selected

A list of the Roles is displayed consisting of the Roles Name and a Description.

(c) To create a role click on

.

(d) The create roles page is displayed, here enter the new roles information in the relevant input boxes: Name and Description.

(e) When the above information has been entered click on

.

(f) If the role no longer needs to be created click on cancel

6. CATEGORIES (SYSTEM ADMINISTRATOR)

(a) Click on the Categories tab. Or click on the Categories link from the Global Settings tab (see Figure 3.1). The Web Categories page is displayed (see Figure 6.1).

Figure 6.1 Web Categories page displayed

The Web Categories page is displayed showing the Category name and below the name are three links: Properties, Associations and Remove.

6.1 Category Summary

When the Categories link or tab is selected the Category Summary page is displayed.

6.1.1 Remove (Go to Section 15)

6.1.2 Properties (Go to Section 16)

6.1.3 Association (Go to Section 17)

6.2 Create

(a) Click on the Categories link (see Figure 3.1).

(b) Click on the Create link (see Figure 6.2).

Figure 6.2 Create link selected

(c) The create category page is displayed (see Figure 6.3). To create a Category enter the following information: Category Name and the Category Description (optional). Above the Category Description input box is a text editor where the text style can be changed.

Figure 6.3 Create category page

(d) Scroll down the page to the Choose Categories section. Decide which categories require to be added as a Parent and which ones as a Child.

(e) Once decided about the Parent and Child categories click on the category name. Depending on whether you want to add the category as a parent/child click on parent

.

(f) If a parent or child needs to be removed from a category below the category description box are two more boxes. Click on the Parent or Child category that needs to be removed then click on remove

7. ARTICLES

(a) Click on the Articles link or tab. If logged on as the system administrator the Articles summary page is displayed as in Figure 7.1 but the layout of the system publisher page is slightly different (see Figure 2.6).

Figure 7.1 Articles summary page

7.1 Articles Summary

The Articles summary page shows the Article Title, Subtitle and Leadin.

7.1.1 Remove (Go to Section 15)

7.1.2 Properties (Go to Section 16)

7.1.3 Association (Go to Section 17)

7.1.4 Permission (Go to Section 18)

7.2 Create

(a) Click on the Articles link or tab.

(b) Click on the Create link (see Figure 7.2).

Figure 7.2 Create Article link selected

(c) The Articles Create page is displayed. To create an Article the information that needs to be entered is: Title, Subtitle, Picturefile, Leadin, Article Body and Attachment file. The information for the items with an asterisk by their side must be entered.

Next to the Picturefile input box is a Browse icon. To insert an image click on the browse icon and locate to where the picture is then click on open.

If there are files you wish to attach to the article click on browse next to the attachementfile input box. Locate to where the file is and click on open.

Enter the above information.

(d) When all the above information has been entered click on create

.

(e) If you no longer need to create an Article click on cancel

.

(f) The Associations Link Resource page is now displayed. Go to Section 17.

(g) For Permissions go to Section 18.

8. FORUMS

(a) Click on the Forums link or tab. If logged on as the system administrator the Forums summary page is displayed as in Figure 8.1 but the layout of the system publisher and the discussion forum moderator pages are slightly different (see Figure 2.5).

Figure 8.1 Forums Summary Page

8.1 Forums Summary

The forum is where discussions on related topics take place. The Forum Summary page displays the Forum Name, Threads/Messages and the Description.

8.1.1 Content

(a) To view the content of a Forum click on the Content link below the forum you require from the Summary page (see Figure 8.2).

Figure 8.2 Content link

(b) Alternatively, click on the Content link (see Figure 8.3). Click on

and select the forum you require from the drop down menu list. Click on

Figure 8.3 Content link

(c) The forum content page is displayed showing the threads for that particular forum. The threads topic name, the number of replies and the date it was last modified are displayed. Click on the topic name to obtain a full description.

Figure 8.4 Forum Content page

(d) If you wish to delete a thread click on delete

8.2 Create

(a) Click on the Forums link (see Figure 3.1).

(b) Click on the Create Link (see Figure 8.5).

Figure 8.5 Create forum link selected

(c) The create forum page is displayed. To create a forum enter the following information: Forum Name and Forum Description. From the Moderated drop down menu select from: Unmoderated, Moderate Threads, Moderate All Messages.

(d) When all the above information has been entered click on create

. If you no longer require to create a forum click on cancel

.

(e) The forum has now got to be linked to the Ontology. Go to Section 17.

8.3 Remove (Go to Section 15)

8.4 Edit Properties (Go to Section 16)

9. POLLINGS

(a) Click on the Pollings link or tab. If logged on as the system administrator the Pollings summary page is displayed as in Figure 9.1 but the layout of the system publisher page is slightly different (see Figure 2.6)

Figure 9.1 Pollings summary page

9.1 Pollings Summary

The Pollings summary page displays the Polling Name and a Description.

9.1.1 Questions

The Questions link can be located in two ways:

(a) Click on the Questions link (see Figure 9.2) and select the Question you wish to Edit.

(b) Alternatively, below the Polling Name and Description on the Polling Summary page are links. Click on the Questions link (see Figure 9.3).

Figure 9.2 Question link selected

Figure 9.3 Question link selected

Create a New Question

(c) To create a new question click on

.

(d) Enter the Question, Answers and choose the Type. The types are: yes/no, one predefined answer, many predefined answers and informal question.

(e) Click on create

.

Edit Question Properties

(f) To edit a question which has already been created click on the Edit Properties link in the same row as the questions Answers (see Figure 9.4).

Figure 9.4 Edit Question Properties link

(g) Make the necessary amendments and click on update

.

Remove a Question

(h) To remove a question from a poll click on the Remove link (see Figure 9.5).

Figure 9.5 Remove Question link

(d) Click on remove

.

9.1.2 Results

(a) To view the results of a polling click on the Results link (see Figure 9.6).

Figure 9.6 Polling Results link

9.1.3 Remove a Polling (Go to Section 15)

9.1.4 Edit Properties (Go to Section 16)

9.1.5 Association (Go to Section 17)

9.1.6 Permissions (Go to Section 18)

9.2 Create a Polling

(a) Click on the Pollings link (see Figure 3.1).

(b) Click on the Create link (see Figure 9.7).

Figure 9.7 Create link selected

(c) The Create Polling page is displayed. To create a polling enter the following information: Polling Name, Polling Description, Starting Date and Closing Date (Optional).

(d) When all the above information has been entered click on create

.

(e) If you no longer require to create a polling click on cancel

.

(f) Go to Section 17.

10. MESSAGES

(a) Click on the Messages link or tab. If logged on as the system administrator the Messages summary page is displayed as in Figure 10.1 but the layout of the system publisher page is slightly different (see Figure 2.6)

Figure 10.1 Messages Summary page

10.1 Messages Summary

The summary page contains the Message Headline and a Description.

10.1.1 Remove

(a) Located on the Messages summary page below the message description is a Remove link (see Figure 10.2). Click on this if you wish to remove a Message.

Figure 10.2 Remove message link

10.2 Send a Message

(a) Click on the Messages link (see Figure 3.1).

(b) To send a message click on the Send link (see Figure 10.3).

Figure 10.3 Send message link selected

(c) The Send message page is displayed. Enter the following information: Message headline, Message Text (Optional) and choose the Recipients from the list provided.

(d) Once all the above information has been entered click on send

.

(e) If you no longer wish to send a message click on cancel

11. SUBMISSIONS

(a) Click on the Submissions link or tab. If logged on as the system administrator the Submissions summary page is displayed as in Figure 11.1 but the layout of the system publisher page is slightly different (see Figure 2.6).

< Add Summary page image when summaries have been added possibly >

Figure 11.1 Submissions summary page

11.1 Submissions Summary

The submissions summary page is displayed <include here what detail is included about each submission. >

11.2 Remove

(a) Click on the Submissions link.

(b) Click on the Remove link (see Figure 11.2).

Figure 11.2 Remove Submission link selected

12. FORMS

(a) Click on the Forms link if logged on as the system administrator the summary page is displayed in Figure 12.1. If logged on as the system publisher the form link can be located from the Submissions tab and the layout of the page is slightly different from Figure 12.2 (see Figure 2.6).

Figure 12.1 Form Summary page

12.1 Forms Summary

12.1.1 Show Form

(a) To view a form click on

link from the form summary page.

12.1.2 Remove (Go to Section 15).

12.1.3 Edit Form (Go to Section 16).

12.1.4 Associations (Go to Section 17).

12.1.5 Permissions (Go to Section 18).

12.2 Create a New Form

(a) Click on the Forms link (see Figure 3.1).

(b) Click on the Add New Form link (see Figure 12.2).

Figure 12.2 Add New Form link selected

.

(e) Go to Section 17.

13. WEB RESOURCES

(a) Click on the Web Resources link or tab. If logged on as the system administrator the Web Resources summary page is displayed as in Figure 13.1 but the layout of the system publisher page is slightly different (see Figure 2.6).

Figure 13.1 Web Resources summary page

13.1 Web Resources Summary

13.1.1 Remove (Go to Section 15)

13.1.2 Properties (Go to Section 16)

13.1.3 Associations (Go to Section 17)

13.1.4 Permissions (Go to Section 18)

13.2 Create

(a) To create a Web Resource click on the Create link (see Figure 13.2).

Figure 13.2 Create link selected

(b) The information required when creating a web resource is: Name (title), URL, Mime/Type and Description. Once this has been entered click on create

.

(c) Go to Section 17.

14. TENDERS

14.1 Tenders Summary

(a) Click on the Tenders link or tab. If logged on as the system administrator the Web Resources summary page is displayed as in Figure 14.1 but the layout of the system publisher page is slightly different (see Figure 2.6).

Figure 14.1 Tenders summary page

14.1.1 Award

(a) Once the Tender has been awarded these details have to be entered into the system. Below each Tender name is an Award link (see Figure 14.2). Click on this.

Figure 14.2 Tenders Award link

(b) A page is displayed where the details regarding the Award can be entered. Enter these details in the input box and click on create

.

14.1.2 Close

(a) When the Tender close date has been reached click on the Close link (see Figure 14.3).

Figure 14.3 Tender close link

(b) A page is displayed asking if you are sure that you wish to close this Tender. If so, click on close

. And if not, click on cancel

.

14.1.1 Remove (Go to Section 15)

14.1.2 Edit (Go to Section 16)

14.1.3 Associations (Go to Section 17)

14.1.4 Permissions (Go to Section 18)

14.2 Create

(a) Click on the Tenders link (see Figure 3.1).

(b) Click on the Create link (see Figure 14.4).

Figure 14.4 Create Tender link selected

(c) To create a Tender the following information needs to be entered: Title, reference Number, Deadline Date, Person to Contact, Contact Email, Contact Telephone, Tender Summary, Document Name, Location of Document, Document Type.

(d) When all the above information has been entered click on create

.

(e) Go to Section 17.

15. REMOVE: USERS, CATEGORIES, ARTICLES, FORUMS, POLLINGS, FORMS, WEB RESOURCES OR TENDERS

(a) Click on one of the links from the list down the left hand side of the screen that needs to be removed (see Figure 3.1).

(b) For Forums and Submissions click on the Remove link (see Figure 15.1). Go to step 15(d).

Figure 15.1 Remove link selected

(c) Alternatively for Users, Categories, Articles, Polling, Messages, Forms, Web Resources and Tenders there is also another method. For example if you wanted to remove a particular Article, click on the Articles link (see Figure 3.1) and a summary of the Articles will be displayed. Below each Article description is a link labelled Remove (see Figure 15.2) click on this. Go to step 15(g).

Figure 15.2 Alternative way to select Remove link

(d) If in step (b) the Forums link was selected the Remove page is now displayed which contains a list box. Click on the

of the list box (see Figure 15.3).

Figure 15.3 List box

(e) A list should appear (see Figure 15.4) that lists all the Forums (or Articles, Categories, Pollings, Forms, Web Resources, Tenders) content. From the list click on the item that needs to removed.

Figure 15.4 List showing all the Content

(f) Click on edit

.

(g) The Remove page is displayed. Make the necessary changes and click on update

. If the item no longer needs to be updated click on cancel

16. EDIT PROPERTIES: CATEGORIES, ARTICLES, FORUMS, POLLINGS, FORMS, WEB RESOURCES OR TENDERS.

(a) Click on one of the links from the list down the left hand side of the screen that needs to be edited (see Figure 3.1).

(b) For Forums and Tenders click on the Edit Properties link (see Figure 16.1). Go to step 16(d).

Figure 16.1 Edit Properties link selected

(c) Alternatively for Categories, Articles, Pollings, Forms and Web Resources there is also another method. For example if you wanted to edit the properties of a particular Article, click on the Articles link (see Figure 3.1) and a summary of the Articles will be displayed. Below each Article description is a link labelled Properties (see Figure 16.2) click on this. Go to step 16(g).

Figure 16.2 Alternative way to select Edit Properties link

(d) The Edit Properties page is displayed which contains a list box. Click on

of the list box (see Figure 15.3).

(e) A list should appear (see Figure 15.4) that lists all the Categories (or Articles, Forums, Pollings, Forms, Web Resources, Tenders). From the list click on the item that needs to edited.

(f) Click on edit

(g) The Edit Properties page is displayed. Make the necessary changes and click on update

. If the item no longer needs to be updated click on cancel

.

The Articles and Categories link contains a Text Editor (see Figure 16.3) where for example the font and the size can be changed. The Text editor also allows the text to be seen in HTML Source view if you click on html

Figure 16.3 Text editor

17. ASSOCIATIONS: CATEGORIES, ARTICLES, POLLINGS, FORMS, WEB RESOURCES AND TENDERS

The content for the Categories, Articles, Pollings, Forms, Web Resources and Tenders have to be linked to the Ontology via associations. For example, click on the Articles link (see Figure 3.1).

(a) Below each Articles description is a link labelled Associations (see Figure 17.1) click on this.

Figure 17.1 Associations link selected

(b) The Associations Link Resource page is displayed.

Figure 17.2 Association Link Resource page

(c) If there are any Associations that have already been assigned then these will be displayed in the Assigned Associations box. If any of the assigned associations need to be removed, click on this association in the Assigned Association box and click on remove

.

(d) To assign an Association navigate to the link shown in Figure 17.3.

Figure 17.3 Browse Associations

The link headings highlighted in blue can be clicked on to obtain further associations. Once the associations required have been decided on click on the check box

to the left of the Association heading. Once clicked on it should look like

.

(e) Click on

.

(f) If you are already aware of the Association required type this into the input box (see Figure 17.4) below the Find associations according to name heading and click on find

Figure 17.4 Input box to find Association Required

(g) The results from the search are displayed in the Search Results box. Click on the Association required and click on

. If all the Associations from the search are required click on

.

(h) Whenever any changes have been made always click on update

18. PERMISSIONS: ARTICLES, POLLINGS, FORMS, WEB RESOURCES AND TENDERS

For certain items in the system their is a restriction regarding who can see what. This is assigned via the Permissions link.

(a) Permission applies to Articles, Pollings, Forms, Web Resources and Tenders, click on anyone of these links (see Figure 3.1).

(b) The summary page is displayed which contains a link labelled as Permissions (see Figure 18.1). Click on this link.

Figure 18.1 Permission link

Figure 18.2 Assign Permissions page

Click on the Operation and the Role you want to assign. For example, Figure 18.3 shows the Permissions for an Article..

Figure 18.3 Permissions for Articles

(d) When the Roles and the Operations have been highlighted click on grant

. < Should be GRANT >

(e) If any of the assigned permissions is no longer required highlight this permission and click on revoke

.

(f) Click on close

19. LOGOUT

When you have finished making all the updates click on logout

ADMINISTRATOR USER GUIDE

1. INTRODUCTION