SiteScape Forum Quick Start Guide

What is in this Manual?
This book provides, for first-time Forum users, very brief instructions on tasks necessary to
begin using Forum quickly and effectively. The beginning of every section provides a list
and a description of each task (what it is, what it accomplishes, and why you might want to
do it). The User Steps section that follows contains the actual steps you must perform in
your web browser in order to complete each task.
Where can I get More Information?
For more information, you can read the description of the product in the Help file. To
access the Help file, click on the following toolbar button:
In addition to the toolbar button, many of Forum’s web pages include a Help button located
at the bottom of the page.
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Using Forum
This Quick Start page provides a list of the most common tasks that you need to do when
you start using SiteScape Forum. To view a list of how to perform any one of these tasks,
read the User Steps section that follows this table.
What you need to do… Why you want to do it…
Register as a User.
Most installations of Forum require that you register by
providing a username, a password, and other information.
Installations of Forum either allow self-registration , or
require you to contact an administrator.
Log in to Forum.
If you do not log in, Forum’s default installation allows
view-only access. It does not allow you to participate in
discussions or share your documents. (You are
considered an anonymous user.) Some installations deny
viewing rights to anonymous users.
Change your password.
This is an optional task. If you are happy with your
password, as set by you or your administrator, you can
keep it. If not, it can be changed.
View information.
Once you log in, you can view forums (which are listed
on the summit page), discussion topics, documents,
information about people using Forum, and more.
Add a document to a Discussion and
Document-Sharing forum.
After viewing the contents of forums, you will want to
participate by sharing documents with your teammates.
Add a discussion topic to a Discussion
and Document-Sharing forum.
After viewing the contents of forums, you will want to
participate by starting discussions with your teammates.
Add a reply to a topic.
You will also want to participate in a discussion topic that
someone else already started.
User Steps
The following are instructions for a default installation of Forum. Since Forum is highly
customizable, the wording and images on the pages of your browser may appear differently
from what appears below. However, the steps and general concepts should still be the
same.
Register as a User
If the summit page says that you must contact an administrator to register, ignore these
steps and contact your system administrator.
1. View Forum's summit page.
This is Forum's “home” or “starting” page. The summit page contains links to all of
the tools and work areas included in Forum.
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In the previous example, replace the italicized parts of the URL with values that
apply to the installation of Forum you are using.
The summit page contains links to “forums” or “applications” that allow you to have
online discussions, share documents, view calendar entries, read news articles, and
more.
2. Click on the register now link, which is located toward the top of the page, under
the banner and toolbar buttons.
In a default installation, this link is contained in the following sentence:
Welcome visitor. Please register now if you are a new user.
3. On the “User Registration for ” page, provide the information requested at the top
of the form, as follows:
• Login name
• Full name
• Password
Be sure to specify your password twice, once in the “Password:” text box, and then
in the “Once more:” text box. Remember that passwords are case sensitive. If
letters are uppercase, you must type them in uppercase, and so on.
If you do not specify these three items at the top of the form, Forum will not accept
your registration.
The remaining information text boxes on the form are optional. Complete as many
or few as you like. Consider, though, providing an e-mail address, since Forum
places links to your e-mail on items you create. This makes it easy for other users
to get in contact with you.
Notice the fields toward the bottom of the form. (For example, the text boxes in the
Forum Tracker and Other Preferences sections.) These are user preferences that
can affect how Forum looks, feels, and operates for you. New users can ignore
these items for now. After you have grown accustom to using Forum, you can go
back and modify these.
4. When you are finished providing information, click on the OK button at the bottom
of the page.
5. A status report on your registration then appears. If you have successfully
registered, you are asked to log in. To do this, click on the log in now link.
Log In
The following describes, for registered users, how to log in to a default installation of
Forum:
1. View the summit page.
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The summit page provides a login box to the right side of the page.
2. In the login box, enter your username. Be sure to type the correct case (lower and
uppercase) for the letters in your username and password.
3. When you finish typing your username, press the Enter or Return key (for Internet
Explorer browsers) or press the Tab key (Netscape browsers). The cursor moves to
the next text box.
4. Enter your password.
5. When you finish typing your password, press the Enter or Return key (Internet
Explorer), or click on the “Log in” button (Netscape). This submits your log in
information.
If you log in successfully, Forum redisplays the summit page. In a default installation,
Forum changes its greeting to welcome you by name. Notice that your name in the
welcoming message appears as a link. When you click on this link, Forum displays your
user profile, which includes a summary of the information you provide when you register.
An administrator can configure Forum to allow you to use your NT username and
password. Another option is to remove all specific username or password requirements.
Change Your Password
There are several ways to change your password. The following method contains the
fewest steps:
1. View the summit page.
2. If you have not already logged in, do so.
3. Click on your linked name in the greeting, which, by default, looks like this:
Welcome Charles Bell
The next page to appear will be your user profile.
4. Click on the Modify button on the “User Profile for ” page. It appears as follows:
5. On the “Modify User…” page, enter your new password in the “Password:” text
box. Enter it again in the “Once more:” text box. Passwords are case sensitive, so
remember any lower and uppercase letters in your password.
6. Click on the OK button at the bottom of the page.
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7. You can click on the Summit button to return to the summit page, as follows:
View Information
Generally, to view Forum items you click either on links (text that displays, when you click
on it, another page) or on toolbar buttons (icons that are linked to additional pages).
The following steps show you how to view a few of the items found in SiteScape Forum:
Viewing Information about People using Forum
1. View the summit page.
2. Click on the Find people button, which is located in the tool bar at the top of the
page, as follows:
3. If you know the name or the username of the person for whom you are looking, you
can type the name in the “Search text:” text box and then click on the OK button at
the bottom of the “Find People in ” page.
Forum then displays a table of information about the users whose user information
matches your search criteria.
4. If you do not know the name of the person for whom you are looking and want to
browse through all of the registered users, click on the List users button located in
the tool bar on the “Find People in ” page, as follows:
Forum then displays a table of information about all of the registered users.
5. To view information about a particular user, click on the linked name in the Login
Name column of the table.
6. Forum displays the person's user profile, which contains contact information, and,
optionally, a picture of the person.
7. If your browser is configured to send mail, you can send mail to the person by
clicking on the linked email address in the EMail Address column of the table. (For
more information about enabling your browser to send mail using links, see your
browser's Help file or ask your system administrator for assistance.)
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Viewing Forums
A forum (with a lowercase "f") is a work area within a summit. (The summit page contains
linked titles of available forums.) Different types of forums include discussion and
document storage areas, calendars, and newspapers.
To view a forum, do the following:
1. View the summit page.
2. On the summit page, locate the type of forum that you want to view: Summit
Forums, Discussion and Document Forums, Newsstands, Calendars, and Teams.
3. Click on the linked title of the forum you want to read. For example, choose a
particular Discussion and Document forum.
Forum then displays the top folder of the selected forum.
Viewing a Document
1. In the top folder of a forum, locate an item that includes a document icon in its
listing, as follows:
2. Click on the linked title of the entry.
For example, say there is an item in the top folder titled Marketing Plan (.DOC).
When you click on its linked title, your browser runs the MicroSoft Word program
and displays the marketing plan document. (If your browser does not allow you to
view .DOC files, see your browser's Help files or seek help from your system
administrator regarding "configuring your browser's helper applications.")
When you are viewing a file (such as a .DOC file in Microsoft Word), you can use Word's
menu items to save the file to your computer's hard drive.
If you want to save a file to your computer's hard drive without viewing the file first, then
use your mouse's rightmost button to click on the linked title of the document, and save the
file directly to your disk. Using our previous example, you can right-click on Marketing
Plan (.DOC), and a window allows you to save that file to your disk.
Note: Using Windows systems, when you right click on a linked file name, a window
pops up that allows you to save a file to disk. If you are using a system that saves files
to disk differently, use the method that works for your operating system.
Viewing a Discussion Topic
1. In the top folder, locate an item that includes a discussion-topic icon in its listing, as
follows:
2. Click on the linked title of the entry.
For example, say there is an item in the top folder titled, Open Discussion of
Version 5.0 When you click on its linked title, Forum displays that topic and all of
the replies made to it.
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Add a Document
1. Log in.
2. View the summit page.
3. Click on the linked title of the forum in the Discussion and Document Forums
section of the summit page that should contain your document.
4. When viewing the top folder of the forum, click on the drop-down tools menu that
is found under the Add button. That the Add button expands into a drop-down
tools menu is shown by the small arrow in the bottom right corner of the button, as
follows:
5. Choose the Add Document menu item.
After you do this, Forum displays the “Add an uploaded document to ” page.
6. Provide a title for your document in the “Title” text box.
7. Locate the "Upload a file from your local computer" table, which is located
approximately half way down the page.
8. Click on the Browse button, which is located to the right of the empty text box.
9. Double click on folder names to locate the file on your computer that you want to
upload into Forum.
Note: Using Windows systems, when you double click on a folder name, the
system opens the folder and displays its contents. If you are using a system that
opens folders differently, use the method that works for your operating system.
10. When you have located the file, double click on it. This enters the filename into the
"Upload a file from your local computer" text box.
11. The remaining items on the "Add an uploaded file to " form are optional. If you
are a new SiteScape Forum user, you may want to leave them blank for now.
12. Click on the OK button located at the bottom of the page.
The title that you provided in the “Title” text box now appears as a link in the top
folder of the Discussion and Document forum that you are working in. When
someone clicks on that link, they view the file that you uploaded into Forum.
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Add a Discussion Topic
1. Log in.
2. View the summit page.
3. Click on the linked title of the forum in the Discussion and Document Forums
section of the summit that should contain your discussion topic.
For instance, the top folder of a forum titled Version 5.0 Testing would be a good
choice for placing a discussion topic on how to keep statistics on defect reports.
4. When viewing the top folder of the forum, click on the drop-down tools menu that
is found under the Add button, as follows:
5. Choose the Add Discussion Topic menu item.
Forum then displays the "Add a discussion topic to " page.
6. Provide a title in the “Title” text box.
7. Type the text of your discussion topic in the “Text” text box.
For example:
I'm concerned with how we are going to keep statistics about defect
reports. Does anyone have any ideas?
You do not need to sign the discussion topic. Forum automatically includes a
"signature line." The signature line gives the full user name you entered when you
registered, and the date and time you entered the discussion topic.
The remaining sections of this page are optional. Fill them in, if you choose.
8. Click on the OK button located at the bottom of the page.
The title that you provided in the “Title” text box now appears as a link in the top
folder. When someone clicks on that linked title, they view the text of the
discussion topic that you entered.
Add a Reply
1. Log in.
2. View the summit page.
3. Click on the linked title of the forum in the Discussion and Document Forums
section of the summit that contains the discussion topic to which you want to reply.
4. Click on the linked title of the discussion topic to which you want to reply.
Continuing with the example from above, say you want to reply to a discussion
topic found in the forum Version 5.0 Testing. The title of the discussion topic
could be, Reporting Defects.
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Forum threads each discussion topic and reply numerically. In this example, if the
discussion topic Reporting Defects is the third entry in the Version 5.0 Testing
forum, each reply made to it would be itemized in the following way: 3.1, 3.2, 3.3
etc…
5. To add a reply to the end of the reply chain for this discussion topic, click on the
drop-down tools menu that is found under the Add button, as follows:
6. Choose the Reply menu item.
7. Compete the Reply form, which is very similar to the form used to add a discussion
topic.
8. Click on the OK button at the bottom of the page.
Forum then adds the reply to the discussion topic. If your reply was the fourth
reply made to this topic, it would be numbered: 3.4. The title of your reply would
be a link, as is the title of every reply.
If you want to "reply to a reply", which inserts your reply into the middle of the
reply chain, click on the linked title of the reply to which you want to reply. (For
example, reply number 3.2, could be titled I don't think that it's an issue.)
After you click on that linked title, Forum displays only the individual reply you’ve
selected. Click on the drop-down tools menu that is found under the Add button
and choose the Reply to this reply menu item. After you fill out the Reply form
and click on the OK button, Forum adds your reply into the middle of the reply
chain. It becomes reply number 3.2.1
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More About Using Forum
This Quick Start section provides a list of additional common tasks that you may need to
do when you are a new SiteScape Forum user:
What you need to do… Why you want to do it…
Delete a discussion topic, a reply, or a
document that you entered.
You may want to remove a discussion topic, a reply, or a
document after you have posted it. If you choose, you
can delete the entry.
Receive e-mail notifications about
newly entered or modified documents
or discussion topics.
If you prefer, you can receive your notifications in the
form of an e-mail message that Forum sends to you
automatically, at intervals set by your administrator.
These messages summarize recent activity in the forums
you want to keep track of.
See notification notes about newly
entered or modified documents or
discussion topics.
If you prefer, you can view brief notes about the recent
activity in a forum.
Track activity in selected forums.
If you prefer, you can monitor a “count” of new and
modified entries in one or more forums without actually
entering the forums themselves. You can choose to
access the forum only after there has been a sufficient
amount of new activity.
View newly entered or modified
entries.
Once you enter a forum, you can access new entries in
two different ways: by stepping through new entries one
at a time, or by viewing a list of new entries.
Modify information in your user
profile.
You may need to update your personal information,
reflecting a new phone number or e-mail address. Or,
you may want to change user preferences, such as the
native language of Forum's pages. You may also want to
upload a picture of yourself to include in the user profile.
User Steps
Delete an Entry
1. View the summit page.
2. Click on the linked title of the forum that contains the discussion topic, reply, or
document that you want to delete.
3. If you want to delete a document or discussion topic that is listed in the folder’s
table of contents, then skip to the next step.
If you want to delete a reply, click on the linked title of the discussion topic or
document that includes your reply.
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