Tendenci

Adding URL / display names for a cms page

Thu, 21 Aug 2008 21:16:57 GMT

Once you have created your CMS page following the instructions in How to add a page to your site using CMS, you may want to add a display page to the page. The Display Page gives you to option of having a static URL to point your site visitors to. e.g http://www.tendenci.com/tendenci/ instead of http://www.tendenci.com/en/cms/?2252 To add a display page to an existing CMS page, navigate to that page click the pencil icon to edit the page scroll down to the Show Extra Options link Type the word that you want to use as the Display Page FOLLOWING A /. e.g. gala/. Once you click Submit, the path to http://www.yourdomain.com/gala/index.asp will be created. You can now redirect your site visitors to this static page instead of http://www.yourdomain.com/en/cms/?xx. You should use caution when using this feature because if you give another page on your site the same Display Name, it will overwrite any existing pages. The original CMS page that you...

Deleting a user group from my site

Thu, 14 Aug 2008 19:57:43 GMT

Deleting a user group is an admin only function; when deleting a user group from Tendenci the admin can also choose to delete all the users in that group, or to just delete the group (and leave the users alone):

Deleting a user group without deleting all the users that are in that group:
1. From the Tendenci console click Manage Users, then Option D2 (Search User Groups)
2. Find the group you want to delete and click the trash can in the row if icons next to the group
3. Leave the "Delete all Users" checkbox unchecked
4. Press the "Delete User Group" button
5. You're done - the group has been deleted
Deleting a user group AND all the users that are in that group:
1. From the Tendenci console click Manage Users, then Option D2 (Search User Groups)
2. Find the group you want to delete and click the trash can in the row if icons next to the group
3. Check the "Delete all Users" checkbox
4. Press the "Delete User Group" button
5. Enter the site authentication string for security and press "Submit"
6. Confirm that you want to proceed with the deletion of the group and all the users in that group - Press the "Continue" button
7. You're done - the group and all the users in the group have been deleted.

Merging users into another group

Wed, 13 Aug 2008 21:51:06 GMT

Login into your Tendenci site
Go to manage users from the Admin quick links area in the right column or from an older console, Login and scroll down to the Admin Only Block and the Manage Users Icon.
Click on Merge User Groups
Select your Master User Group (This is where users will be merged to)
Select the User Group to be merged (after merging this group will include NO USERS. They will now live in the master group.)
If you check: Delete Usergroup to be merged after the merge completes? - The usergroup will be deleted from the data base.
Enter your site authentication string. (This can be obtained through Schipul or another web site admin.)
Hit Merge User Groups

If you would like to merge usergroups and keep the source group with all users in it, please read about our append feature.

Adding a recurring event to the Calendar module

Mon, 11 Aug 2008 21:24:31 GMT

For any event that occurs on a regular basis following some pattern, you can add a "recurring calendar event" to your organizations Tendenci calendar.

This is located on your Tendenci site at the link below. Access requires proper permissions of course.
/en/calendarevents/calendareventrecurrences/add2.asp

Examples of this would be Sunday Services for a church, monthly board meetings for an organization, or an annual event like an anniversary.

A couple of other thoughts on recurring calendar events. To "register" for an event that instance, meaning that particular time the recurring event occurs, must be converted into a "real" calendar event. This is so you can enable people to register or have that one board meeting near Christmas at a particular restaurant and RSVP without having to add each one individually.

To convert an instance of a calendar event, look at at instance of that event by clicking it on the calendar from /en/cev/. If you are logged in and have edit rights, and at the top of the event you will see text that reads:

"Want to allow registration? convert it to a regular calendar event"

You can't go back. Meaning once you convert an instance of an event it must remain converted although certainly you could turn off registration.

Editing the navigation

Mon, 11 Aug 2008 21:24:03 GMT

The Tendenci Navigation Editor allows you to easily edit the navigation menu(s) on your site, linking to both pages within your site or pages from other sites. If youre using IE 6, youll have to use this help file instead: http://www.tendenci.com/en/helpfiles/v/420. Selecting a Navigation File For most of you, you will only need to edit the main navigation file nav.asp. This file will be selected by default. However; in the event that your site has been configured to support multiple navigation files, you will be able to select them in the drop-down. If you would like to add a second navigation menu to your site, please email support@schipul.com Adding a new Link Adding a new link to your navigation has never been easier. At the top of your editor, you will see a small form to add a new link. The form has 4 fields. Page Title (required) - This will be the text that appears in your navigation to link to your page. URL (required) - The URL you want the navigation...

Designing a custom newsletter that works properly in Outlook 2007

Mon, 11 Aug 2008 19:38:10 GMT

Outlook ’07 changed how it renders emails. Instead of using IE to render, it uses Microsoft Word. Since this is the case, how we design and build emails has and will drastically change. Problems with designing newsletters in Outlook ’07: You are now very limited on background images. You cannot position or set a specific repeat on background images (repeat-y, repeat-x). Ive only been successful using a tiled background. Background colors are not easily supported. The key is that you can specify a background color in a div or table, but as soon as you add another div or table inside, the color goes away. No more Animated Gifs or Flash files No floats or positions are allowed. You will have to build with tables and inline styles. How can we design newsletters that will work? Here are some tips: 1. You can design your layout to not use any background colors or images. A cool thing you can do is create borders or backgrounds that blend...

The project scope

Wed, 06 Aug 2008 20:37:10 GMT

The project scope develops from the kick-off documents and kick-off meeting and is unique for each project. After your project manager has done enough research on your company, the project scope will be created. The scope acts as a recap of the items discussed in the kickoff meeting and is used as a guide throughout the rest of the project. The main topics covered by the project scope are: Overview, Target Audience, and Timeline Overview: The overview section holds client background project goals and objectives Target Audience: The target audience is exposed. Who are you trying to target? Timeline: A typical Web site project usually spans six to eight weeks in development. All projects are unique. The most time intensive elements during the development process are content and approvals. Below is an example of a project timeline: Deliverables Target Date Implement Tendenci provided...

Can I Change The Login Options On My Tendenci Site?

Wed, 06 Aug 2008 20:25:04 GMT

Yes. Tendenci has several log in blocks to choose from. Administrators can change the look of the login area by modifying the self add format in the site's global variables. You will need to look for the Variable named UsersSelfAddFormat. Help file on how to do this: http://www.tendenci.com/en/helpfiles/v/94.

1. Default

Prompts the user to enter their user name and password, or to create a new account.

2. Membership

Prompts the user to log in if they are already a member, or to apply for membership. Applying for membership will take the user to the membership application.

3. Membership and Self Registration

Prompts the user to log in if they already have a user name and password, or to apply for membership, or to just sign up with the site

4. Corporate Membership, Individual Membership, and Self Registration

Prompts the user to log in if they already have a user name and password, to join as a member company, to join under a member company, join as an individual, or register as a site user.

Giving Login privileges to a non interactive user

Wed, 06 Aug 2008 20:24:14 GMT

The red X next displayed in the user search view tells you at a glance the interactive status of your users. If they have a red X, they are not interactive. To change login privileges for a user,

**only Administrators can perform these tasks**

From the Tendenci console, do a search for the user in question
click the pencil icon to edit their user record
scroll down to G) Login and Membership Information and
change the Interactive choice from Not Interactive (no login) to Interactive or vice versa depending on your need.

Capturing more information from the registration forms

Wed, 06 Aug 2008 19:20:28 GMT

There are 2 versions of the self registration form - short and long - the one your site uses is based off of the self add format in the global variables.

The short version captures the basics - first name, last name, email, phone, company, username, and password.

The long version captures additional information like address, additional phone numbers, additional emails, the users website, etc.

To change your login options, follow the directions in this help file: http://www.tendenci.com/en/helpfiles/v/94.

Allowing people to add Job Listings without logging in

Wed, 06 Aug 2008 17:10:40 GMT

If you're not charging for Job Listings, you can allow users to post jobs without logging in.

To allow users to add Job Listings without having to log in, you'll need to edit the site variable that controls this,

Go to the Tendenci console.
In the Admin Quick Links section, click Site Variables.
*This may take a while to load since it is retrieving the coding that runs your site.*
Since this is a very long list you will want to search through the data for keywords - The item you are going to edit is the JobsAllowAnonymousAdd.
Then you will select the pencil icon or beneath this item.
You will be taken to the Edit page, here you will want to edit the Value, this can be done by simply typing the new value, or true.
Finally select the Update button.

Keep in mind that not requiring folks to log in to post jobs, means that anyone on the internet can post a job on your site.

Any Job Listing that's added will still require Admin Approval before the listing will appear.

Turning on the option to charge for job postings

Wed, 06 Aug 2008 17:09:20 GMT

You can set up your site so that people must pay in order to post job listings. This is a great way to generate revenue with your web site. You will need to check a few things in your site reflexes in order to turn on this option.

Go to the Tendenci console.
In the Admin Quick Links section, click Site Variables.
*This may take a while to load since it is retrieving the coding that runs your site.*
Since this is a very long list you will want to search through the data for keywords - The first item you are going to check is the Jobs Require Payment. To turn on the jobs feature, this value must be set to true.
Select the pencil icon beneath this item to edit.
On the next page you will need to change the value to true.
Then click the button to Submit.

The next item you are going to check is the Jobs Payment Types. This value must include credit cards.
Select the pencil icon beneath this item to edit.
On the next page you will need to add credit cards.
Then click the button to Submit.
*Note: If you are going to offer credit card as a method of payment you will need to have a Merchant Account that has been integrated with the Tendenci software. We only accept some Gateway Providers.*

Deleting a calendar event

Wed, 06 Aug 2008 17:08:50 GMT

If you are deleting a calendar event that no one has registered for simply: From the Tendenci console select the Navigate to the event you are trying to delete - click on the link for this event. You will see the row of icons for the event Select the If no one has been registered for the event you will see: Are you sure you want to delete this calendar event? - Scroll to the bottom of this page Select Delete Calendar Event Notice that if people have already registered for the event you will get this message (after hitting the : ) Im sorry, this event cannot be deleted until all registrations have been cancelled. Please contact your web administrator, Site Administrator. (**Note if you are at this page - skip to #3 below to delete registrants.) You will need to be an Administrator in order to cancel all registrations for the event - in order to delete the event. To delete all the registrants for an event: From the Tendenci...

After your site goes live...

Wed, 06 Aug 2008 16:23:02 GMT

As your release date nears, you may be concerned about going live with your new site. You know that your exposure will increase, resulting in more contacts and probably more questions from your existing site users. Before going live, try to attend a training session on the Tendenci software or take the online tutorial. And dont worry, we are just a phone call away. How do I log in? If your site has a prominent log in on the home page, enter your User Name and Password and click Log In. If your site does NOT have a log in link, add /en after your domain name to access the log in screen. (ex. www.yourdomain.com/en) Where do I get my User Name and Password? Your Schipul rep can email this to you. You should be set up with administrative rights and have logged in to the site before going live. If you have forgotten your login info, click the link on the Log In page to have this information e-mailed to you. How do I get my site users...

Taking your new site live

Wed, 06 Aug 2008 16:10:45 GMT

Taking your new site online can be a scary experience so we want to make the process as smooth as possible for you. We want your site to be in tip top shape before we do the official unveiling so this is the process that we take for each site to make sure they are ready to go live.

1. SEM Review:

Once the site is ready to go live (content wise) our Search Engine Marketing team will do an overview of the site and optimize the content, the title tags and the meta information for each of your pages. This process takes about an hour.

2. The Go Live Checklist:

After the SEM team has taken a look at the site, we do a go live checklist. The checklist is an overview of your site to double check that all images have alt tags, all links are good, all pages have content, etc. This process takes about an hour.

3. Move The Files:

After the checklist is done, your project manager will check in with you to make sure you are ready for us to take you live. In order to take your site online, we have to stop the development site, move your website files and database files to our production servers. This process takes about an hour.

4. DNS Changes:

Once the files and database have been moved, we are ready to make DNS changes to point your domain to the new site. DNS propagation can take up to 76 hours to complete. During this time, you may still see your old stie.

6. Final Updates:

After DNS changes have been made we can start looking for your fabulous new site online. Once you are able to see your new site, get in touch with your project manager to let them know. Your project manager will need to make a few updates to your new site so that images and links are all pointing correctly.

7. Smile, It's Over:

You can take a deep breath, it's over and all of your hard work is live for the world to see!

Updating company street address on the web site

Tue, 05 Aug 2008 22:22:26 GMT

You can update your company street address in just a few easy steps:

Go to the Tendenci console.
From here Click on Edit Template Options in the Admin only section. If you don't see Edit Template Options, just go to http://www.yourdomain.com/en/introductions/ where http://www.yourdomain.com is your actual domain name.
Scroll down to Company / Organization Information and click on 3. Update Company Street Addresses
Update the address information and when you are finished, click on Update.
You are done!

The Tendenci Console

Tue, 05 Aug 2008 21:10:19 GMT

The Tendenci console is the main menu for the Tendenci software package.

Access the console at any time by:

clicking the Tendenci icon () within any of the modules

You can also directly access the Tendenci console by:

entering "/en" after your domain name (ex. www.yourcompany.com/en)

The options that display on the console are based on security level.

All registered site users have access to the top half of the console.
All site administrators have access to the full screen.

Ready? Let's move on to Users.

Return to Tutorial start.

Definitions

Tue, 05 Aug 2008 20:06:13 GMT

We have come up with a few definitions that we hope will be helpful during the project process. This dictionary was created with you in mind, to prevent misunderstandings and give you a better grasp in conversation when discussing you Tendenci website and the tools involved. We will continue to add to this glossary to provide better and more definitions. If you have a specific term in mind, dont forget about the Find Tool (ctrl + F). Youll be able to find the knowledge you want quickly and efficiently. TERMS CAPTCHA CMS Pages Content Domain Name Footer Header Images Links Module Navigation OPML RSS Feeds Site Constants Site Variables Templates Tendenci Console Tickets URL WYSIWYG Editor WYSIWYG Icons CAPTCHA: CAPTCHA is a type of challenge-response test used in computing. Its designed to ensure that responses are not generated by a computer. CAPTCHA asks the user to complete a simple test which the computer generates and grades. Typically, the computer asks the user to...

Meaning of membership editing fields

Mon, 04 Aug 2008 02:48:02 GMT

Label – the displayed name/questions/description of each field Input Type – what type of form element is displayed on the form: Choice – Allow for Multiple Answer Selection (Bullets) is a series of checkboxes (select many). Use the type checkbox. Can enter the choices the user can choose from Choice – Limit to One Answer (Bullets) is a series of radio buttons (select one). Use the type radio. Can enter the choices the user can choose from Choice – Limit to one Answer (Drop Down) is a drop down box (select one). Use the type select. Can enter the choices the user can choose from Open Ended – One Line is a text box. Use the type BLANK (the default) Can define how wide the text box is Search Label – a shortened version of the field as a label in the drop down box on the memberships search page. If left blank, you will not be able to search on this item Display...

I Am New To Tendenci, Where Do I Start?

Fri, 01 Aug 2008 20:04:30 GMT

Congratulations and welcome to Tendenci!
You are using the premier tool in the industry for managing your web site!

In this self-paced tutorial, we will run through the basics of using the Tendenci software to manage and grow your site and increase communication with your members, clients, employees and prospects. At any time, please feel free to pull up your own site and see these features in use!

For specific questions, view the Tendenci help files.

Throughout the tutorials, you may come across some unfamiliar terms. Just in case, we've created a Tendenci Dictionary for you to look at.