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2/6/2012 8:04:18 AM
Topic:
mobile website

Donna
Donna
Posts: 56
Christal wrote:
Donna,

I created a Mobile Optimized Pages manual just for you.


Oh... well.. I feel really special now... or possibly like someone zombies wouldn't target as a good source for brains. LOL!
I'm sure (I hope) there are other people out there who are not me that will benefit from this new manual. I appreciate you doing that. I know that with all the updates and changes that have happened since we started that it must be a chore keeping up with the updating of manuals and such. It would be the last thing I would think of in the midst of change.

I'm thinking it might be a good idea to sit through all the QS seminars again just to catch up on the changes that have happened since I originally sat in.
2/2/2012 2:51:21 PM
Topic:
mobile website

Christal
Christal
Posts: 1
Donna,

I created a Mobile Optimized Pages manual just for you.

It is now up on the dealer site: http://www.profusiondealer.com/content/dealer_resource/mobile_optimized_pages.asp

Please let me know if you have any other questions.

Christal
edited by Christal on 2/2/2012
edited by Christal on 2/2/2012
2/2/2012 7:15:40 AM
Topic:
What a difference a year makes...

Donna
Donna
Posts: 56
Last year on this very day I was at home because snow and ice covered much of the area and it also took down the power lines to our office making the police shut down the whole block here. The rest of the country laughed at our inability to operate as normal in that kind of weather and the Superbowl happened NOT without hitches because of the it. Today it is 75 freaking degrees. WTF weather? The groundhog saw his shadow so we are due 6 more weeks of winter. WINTER Texas. That means cold. My plants are confused and starting to bud and I know (from past experience) that in 3 days it will probably be 15 degrees and everything will die. Again.
2/2/2012 7:08:28 AM
Topic:
mobile website

Donna
Donna
Posts: 56
I've been poking around in several of the how to areas for more information on how the mobile website portion of the backend works. I will be the first to admit that I have not really had to do anything at all with the mobile option yet and that's why I'm asking. I ran a 'search' in several of the manuals and didn't even pull up the word mobile so now I need to know where to look for more information about this feature OR I need someone to give me a color commentary play-by-play on how it works/how to use it (see how I'm appealing to you guys by using sports language? This is because I really need some info! LOL!).

Thanks everyone.
12/30/2011 7:18:05 AM
Topic:
Secure Users

Donna
Donna
Posts: 56
Aha... see what happens when none of my clients use their secure user option? I don't feel obligated to learn anything about it. It honestly never occurred to me that a registered user wouldn't automatically be able to get into a secure area of the site. I think I just assumed based on the sites that I use day to day that I had to register for. I should have recited that Jr. High line about what happens when you assume.

I'm very glad that I posted this here, I hope someone else just got enlightened as well. Sometimes it's hard for me to find answers in the documentation when I don't know what to look for and often I don't have time to spend doing a more thorough search. I appreciate you talking time to monitor the forum here. Even if I'm the only one here. Still.
12/28/2011 8:14:36 AM
Topic:
Secure Users

reynoldsrj
reynoldsrj
Administrator
Posts: 21
Yes, accounts in the DMS do need to be manually created, but that is true of the Secure Users as well. In order to assign a user to a specific folder, file or page, you have to set up that user with a username and password and then assign them to a folder, file, or page - regardless of whether you are using the Secure User module or setting up an account for them in the DMS this is a manual process for each user.
In either application, you can have user's register themselves, but they still need to be assigned which page(s) in the case of the secure user module and/or which folders/files they have access to for the DMS by the Administrator.
In either case, they could set up a single user account with specific access and provide the username and password to any/all users for access, but then there is no accountability or exclusivity for users.
In the case of the DMS, you can set different permissions for different levels. We have a DMS installed on the PFSupport site that allows anyone who selects File Manager to be provided access to "public" folders without a login. You can only download files, you cannot modify them or upload a new file.
Bob
12/28/2011 7:30:18 AM
Topic:
Secure Users

Donna
Donna
Posts: 56
That's what I thought, Bob... and pretty much what I told them. Since they already have the DMS I know they will ask a few more questions...

From what I've gone over in the dms manual, accounts have to be manually created so client will need to gather information from users and create accounts before they can have access to dms. I just want to verify that I did not miss something as I went through the manual (or maybe there's a new version of the manual since the one I have is dated 2008)... like some button to automatically create accounts for new users so that those users can download the file they want without client intervention.

Sorry if I keep going over basically the same stuff, I just want to be sure I have an answer for their questions.

Thanks for being the answer man!
12/27/2011 11:55:00 AM
Topic:
Secure Users

reynoldsrj
reynoldsrj
Administrator
Posts: 21
Secure User function in the UIS was designed to provide access to users based on their username and password. Different levels of access can be provided to each user. But this is limited to accessing page(s) not for tracking user access to documents.
If this is the desired we have to track each user's login and what pages/actions they take.
You question about providing access to one or more pages based on user level and then allowing each user access to multiple PDF document links placed on that page is possible. However tracking which links a user has clicked to view is not possible without significant customization.
This client might be better off using our ProFusion Document Management System which provides access to certain folders and/or files based on username and password. Depending on permissions the users can download only or download and upload revisions and there can be tracking of revisions. Customizing this application to allow tracking of which documents were downloaded by a specific user would require much less work than re-coding the Secure User module.
Bob
12/27/2011 8:40:43 AM
Topic:
Secure Users

Donna
Donna
Posts: 56
I thought I'd put this here since it may be useful to others at some point...

We have a client that wants PDF files viewable by everyone but if they want to save or download them the want to be able to keep track of those users. I asked Nate about this a week or so ago and got a pretty good idea on how to go about this:

"... an alternative idea is that you could have 2 versions of the PDF file, one that is not saveable(view only) and one that is. You would need to google adobe tools that prevent saving a PDF. Then have the view only pdf embedded in a page with a link at the top that reads "Need to save this? Register here" Once they register, you can place the saveable PDF in their secure user home page, for download."

We have a couple more questions on this subject though...
My understanding is that once a user is registered they have access to the secured pages where this pdf is posted. Our client wants to put several 'white papers' onto their site. Once a user is logged in, they would be able to download whatever is available on this page, correct? Is there a way to track which files the secured user downloads from this page? Or are we talking about something beyond the scope of the secured user functions and moving into the realm of the document management system?
edited by Donna on 12/27/2011
12/27/2011 8:20:12 AM
Topic:
The Dealer site...

Donna
Donna
Posts: 56
I think it's mostly just me.. I did notice in the jpg you posted that in the "I can't speak highly enough" line shows the apostrophe as a square... But all the jacked up I saw the other day is gone. I updated a few things on my machine. Still updating. I am viewing in Firefox 8.0.1 on imac running 10.6.8
Hope you didn't panic! LOL!
12/21/2011 2:50:25 PM
Topic:
The Dealer site...

reynoldsrj
reynoldsrj
Administrator
Posts: 21
I hope it is just you. I am attaching a screen shot of what the page is supposed to look like. If yours does not look like this, then maybe you can send a screen shot, along with what browser (type and version) you are using to view the page.

Bob
edited by reynoldsrj on 12/21/2011
12/21/2011 2:13:42 PM
Topic:
The Dealer site...

Donna
Donna
Posts: 56
So.. was over on the http://www.profusiondealer.com/ site and came across this page:

http://www.profusiondealer.com/content/getting_started/expanding.asp

Does this page look completely jacked to everyone or is it just me? Cause I've been noticing that there is a whole lot of "It's just me' going on since I got my new Mac....
11/23/2011 11:33:02 AM
Topic:
Happy OMG I ate too much day!

Donna
Donna
Posts: 56
I hope you all have a terrific Thanksgiving weekend! By the time January 1st gets here I will never want to eat turkey again... and... by the time July gets here turkey and dressing will sound like the best idea EVER.
11/17/2011 6:28:17 PM
Topic:
Is that a light at the end of the tunnel...?

Richard
Richard
Posts: 1
I see what you mean, Bob. I'll establish this collection process on the site I'm going to be working on soon.



reynoldsrj wrote:
The best way to get client to take sites live faster is to ensure that they have paid the vast majority of what they owe up front. Get a deposit of 50%, then once the design is approved get another 20%, then once the design has been integrated, get another 10% upon integration, and another 10% upon content completion of initial pages agreed to. Last 10% upon taking the site live. And any items added after the initial agreed upon items are out of scope (OOS) and charged additionally.

Will keep my fingers crossed that all goes well on the go live.

Bob

edited by Richard on 11/17/2011
11/17/2011 6:06:54 AM
Topic:
hehehe...

Donna
Donna
Posts: 56
I had to scrape ice off my car windows this morning! I'm sorry all you people living up north but I love this stuff!
11/16/2011 4:45:14 PM
Topic:
Because I appreciate your opinions...

Rich
Rich
Posts: 6
The first website always seems so hard and yours was a cut above the regular site. It does get easier.
11/16/2011 2:12:40 PM
Topic:
Because I appreciate your opinions...

Donna
Donna
Posts: 56
Yes, the text on the wood bothered me as well but that is what the client wanted. They also don't care at all about search engines finding them so it works for this particular client. Thanks for your input. This site really kinda hurt my head at times. LOL! It was a lot of work and a lot of learning for a first timer.
11/15/2011 4:41:46 PM
Topic:
Because I appreciate your opinions...

Rich
Rich
Posts: 6
The site is nice. I'd like to talk to you on how your created it sometime. A couple of things I noticed is that your information at the bottom left of the site is kind of obscured in the piece of wood. Also the site is pretty graphic intensive and doesn't have a lot of actual text. I'm wondering how this would effect how the site gets ranked with search engines.



It is a very nice design.




Rich
11/15/2011 4:35:52 PM
Topic:
Is that a light at the end of the tunnel...?

Rich
Rich
Posts: 6
I've got to echo Bob's thoughts about motivating clients to do what they have to do. We had one site that we started to build in February. We would do something and send it for approval and it would sit and sit. The client paid 50% up front and then finally at the end of October we asked for the balance of what was owed on the site. We just took the site live yesterday. Coincidence? I don't think so. One other thing that we did with these guys was to layout what was necessary to go live and what could wait and be added after the site is taken live.



To keep things straight internally we have added the customer to our production schedule. If we are expecting content from them, we assign an interim due date and follow up when they miss it..




Good luck with your first website launch. May it be the first of many.




Rich
edited by Burlington on 11/15/2011
11/15/2011 4:27:06 PM
Topic:
Opinion on verbiage used in the website evaluation

Rich
Rich
Posts: 6
Hi Donna,
I agree that you should not use negative language in a website evaluation. We have done several to people who turned out to be the person who created the site. On top of all that, this evaluation should not have any subjectivity in it and negative, or overlay positive language is just that. The evaluation should be a straight forward and professional document.




Rich
edited by Burlington on 11/15/2011
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