eTouch SamePage - Frequently Asked Questions
Evaluation
- What can I do in Sandboxwiki
- What can I do when I register for eTouch SamePage
- I've submitted the registration form, how long it takes to get the trial account approved
- My 30 day evaluation period is expiring, how can I extend it
- Can I install and evaluate eTouch SamePage on my own server
- I've registered my own domain, how can I add more users to my domain
- How do I invite other people to join my domain
- I've to create large number of user accounts in my domain, what is the best way of doing this
- How can I enable self registration in my domain
- What is protected domain
- How do I activate a user in my domain
Permissions
- How do I add members to my project
- How do I restrict visibility of a project
- How do I request access to a project
- How do I invite another user to join a project
- How do I see the pending requests sent by others
- How do I see the pending requests I sent to join other projects
- How do I define permissions on a page
- How do I change owner of a page
- How do I change owner of a project
- What permissions are given to Members and Administrators in a project
Project Administration
- How do I take a backup of my project
- How do I republish my project
- How do I reindex my project
- How do I create Forum/Support in my project
- How do I add Members and Administrators in my project
Troubleshooting
- I've signed up in a domain using Self Registration, but I can't Sign In
- I'm unable to preview
- I'm unable to link or add image
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Beginners
- I can't remember my username and/or password, what should I do
- How do I change my password
- How do I use toolbar
- How do I dock the floating toolbar
- How do I create project
- How do I create a new page
- How do I create a news page
- How do I add comments
- How do I add an image to my page
- How do I attach a document to a page
- How do I link to another page
- How do I save a page without publishing it
- How do I lock a page for editing
- How do I search for a page
- How do I use 'e-mail a page' feature
- How do I customize/change the theme
- How do I subscribe/unsubscribe to Daily Digest e-mails, Forum Notifications and Support notifications
- How do I see all the pages in a project
- How do I see Topics in a project
Editing
- How do I use Topics
- How do I organize pages
- How do I rename a page
- How do I change the parent page of a page
- How do I create Table Of Content in a page
- How do I add search in page
- How do I add RSS feeds to a page
- How do I add a Calendar to a page
- How do I add Children in a page
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Evaluation
- What can I do in Sandboxwiki
You can edit pages in public projects as a
guest user. Or you can Sign Up to create your own user account. Once you sign up, you can create your own project, add members to your project and control access to your project.
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- What can I do when I register for eTouch SamePage
When you register you can choose the name of your domain and access it as
yourdomain.etouch.net. You can add/invite users to your domain. Inside your domain you can create multiple projects.
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- I've submitted the registration form, how long it takes to get the trial account approved
New registration requests are approved within 12 hours.
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- My 30 day evaluation period is expiring, how can I extend it
- Can I install and evaluate eTouch SamePage on my own server
- I've registered my own domain, how can I add more users to my domain
Once your domain is activated, you can login to the Domain Admin application by using http://yourdomain.etouch.net/admin, and add or invite users to your domain. You can also enable self registration to enable users to register themselves in your domain. You can optionally add a registration code (secret key) in self registration which users will be required to enter during self registration. You can choose to have the newly submitted registrations to be auto activated by changing the Account Settings.
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- How do I invite other people to join my domain
Once your domain is activated, you can login to the Domain Admin application by using http://yourdomain.etouch.net/admin, and add or invite users to your domain. Click on Domain Administration -> 'Invite Users', to invite users to your domain.
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- I've to create large number of user accounts in my domain, what is the best way of doing this
The best way to do this is to login to Domain Admin application, and use Create Users screen. In this screen you can insert comma separated entries from a Comma separated values(CSV) file. It allows you to add multiple users in one step. Users added using this option have to login once to enable their account.
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- How can I enable self registration in my domain
When you login to Domain Admin application, open the Account Settings screen. Here you can change following parameters to change the self registration feature
- Self Registration Allowed - default is Yes
- Domain Key for Self Registration - default is no key. Adding a key will require users to enter the matching key value when they self register in your domain
- Auto Activation for Self Registration - default is No. Changing it to Yes will not require your approval when users use self registration
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- What is a protected domain
In a protected domain, users can not see even the publicly visible projects until the Sign In to eTouch SamePage. If your domain is not protected, then when someone opens the URL http://yourdomain.etouch.net, they can see projects for which Guest Access Level is set to any value other than 'None'. To change this setting use the Account Settings screen in Domain Admin application
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- How do I activate a user in my domain
Open the User Listing in the Domain Admin application, click on the user name, change the status to Active. Once a user is activated, an e-mail notification will be sent to him/her.
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Beginners
- I can't remember my username and/or password, what should I do
Go to the eTouch SamePage URL (http://yourdomain.etouch.net), click on 'Forgot your username or password' link.
To retrieve your username, click on the radio button next to 'Send me UserName' and enter the email address used associated with your account. An email containing your username will be sent to you. You can then use this username to log in.
To retrieve your password, click on the radio button next to 'Send me Password' and enter the username and email address associated with your account. An email containing instructions on resetting your password will be sent to you. You can then use the new password along with the username to log in.
- How do I change my password
Once you Sign In to eTouch SamePage, click on the 'My Profile' link at the top. Then, click on the checkbox next to Change Password, enter the old password, enter and confirm the new password. Then click on 'Update' and your password will be reset.
The toolbar contains shortcuts to commonly used functionality like browing projects by different parameters or creating new projects or pages. It also contains a search box that can be used to perform keyword searches inside SamePage. The toolbar also contains a button for the Project Dashboard from where you can modify project level details.
- How do I dock the floating toolbar
To dock(or pin) the toolbar, click on the Pin icon. This will disable floating behavior and dock the toolbar as Left Navigation Bar.
- How do I create a project
After you Sign In to eTouch SamePage, you will see a New Project button in the toolbar, which will take you to the project creation page. The user who creates the project becomes the owner of it. The newly created project will appear in the Projects listing on the index page.
- How do I create a new page
You should be inside a project under which you want to create the page. The bread crumb indicates which project you are in at any time. If you are on index page, click on the project name to access the project. Then Click on New, and Add Page, on the toolbar. For the new page you have to enter a unique Title, add/select any Topic, add description, and content and click the Save button.
- How do I create a News page
You should be inside a project under which you want to create the page. The bread crumb indicates which project you are in at any time. If you are on the index page, click on a project name from the project listing to go inside it. Then you click on the Add New News button on the toolbar. For the new page you have to enter a unique Title, add/select any Topic, add description, and content and click the Save button.
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To add comment on any page, click on the Discussion tab, here you will see any existing comments on the page, click on Add Comment link to add new comment.
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- How do I add an image to my page
To add an image to your page, click on the Edit tab to open the page in Edit mode and Click on the Image icon.
Then either select one of the attachments on the page or click on 'Browse' to drill down to your desktop. Once you've identified the image, click on 'Attach'.
Use the Preview Pane to ensure that the image to be inserted is indeed the correct one. Then Click on 'Ok' to Add the image to the page.
- How do I attach a document to a page
To add attachment, Edit the page, click on Attach a file link (below the editor), and select the file you want to attach. You can attach multiple files in one step.
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- How do I link to another page
While you are editing the page, select some text, click on the Link button in editor toolbar, and select the page you want to link to from the dialog.
You can link to either an internal or external URL. To link to an external URL, click on the radio button next to 'External URL' and type in the URL of the site to be linked to.
To link to an internal URL, click on the radio button next to 'Internal Url/Page title'. Then either select any of the existing pages within this project by clicking on th rtitle Or click on 'Show Projects' to surface other projects in this domain.
- How do I save a page without publishing it
eTouch SamePage saves all the changes in background, you can also save your changes by clicking the Preview button in editor toolbar. You can also click on 'Save Draft' to save this page as a draft. This draft page will then appear under 'My Draft pages' when you log into the domain the next time.
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- How do I lock a page for editing
eTouch SamePage always locks the page when you edit it. The page is kept locked until you click Save button to publish your page. If you don't click Save button and leave the page, you can see it under 'My Draft Pages' when you sign on the domain.
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- How do I search for a page
Use the search box in toolbar to enter the search text. eTouch SamePage allows you to perform full text search in pages, comments and attachments. If you perform the search while you are in a project, search is perfomed within that project. If you want to search across all projects, then go to the index page (projects listing page) and search from there.
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- How do I use e-mail a page feature
When you View a page, you can e-mail it to other members in the project by clicking e-mail icon in the header. eTouch SamePage does not allow sending the page to non members.
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- How do I customize/change the theme
Click on 'My Profile' in the toolbar to open the profile page, here you can select an alternate theme, or change font/size in the current theme.
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- How do I subscribe/unsubscribe to daily digest e-mail, Forum Notifications and Support notifications
Click on 'My Profile in the toolbar to open the profile page. Here you can specify which notifications you wish to receive in your email.
Check the box next to "Send me daily digest" to receive the daily digest email that contains a summary of all changes to projects in which you have membership.
Check the box next to "Forum Notification" to receive emails that notify you of updates to Forums.
Check the box next to "Support Notification" to receive emails that notify you of activity regarding tickets in your project(s).
- How do I see all the pages in a project
You can view all the pages in a project in different ways: Hierarchially, Alphabetically, Recently Modified, By Topic and so on. To access such views, click on 'Browse Project' within the toolbar and then choose the desired option from the list that surfaces.
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- How do I see Topics in a project
Click on 'Browse Project' within the toolbar and choose 'Topics'. This will show a list of topics and the number of pages associated with that topic. Click on any topic to see pages in that topic.
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Permissions
- How do I add members to my project
The Project owner or administrator can add members in a project by clicking on 'Edit/View Users' from the project dashboard.A link to the project dashboard is located in the toolbar.
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- How do I restrict visibility of a project
Broadly, there are three types of users for a project: Members, Registered users and Anonymous Users. Members of a project have Read, Comment and Edit rights to all pages of a project. You can restrict access to a project by granting membership only to people required to participate in the project.
Registered Users are those in your domain, but not neccessarily members of a project. By default, these users do not have access to a project. You can modify the settings for Registered users inside the Project Dashboard.
Anonymous Users are those completely external to your domain. By default, these users do not have access to any project. You can modify the settings for Anonymous users inside the Project Dashboard.
- How do I request access to a project
If you are viewing a project as a visitor, go to the dashboard, click on Request Membership panel and enter a message you want to send to project administrator. Project administrators will see the pending requests on their index page as well as in the User Listing page.
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- How do I invite another user to join a project
If you are administrator/owner of a project, you can use the User Listing page to invite other users to become member of your project. To do this, access the project dashboard, click on 'Edit/View users' and access the list of non-members. Then click on the appropriate checkboxes and click on 'Save'. Users receive e-mail notifications about the invitation.
If you are not administrator, you can use Tell Others panel in dashboard to send an e-mail message to other users, who can then request access to that project. The e-mail in this case only carries a link to the project dashboard, from where the recipient has to request the membership him/herself.
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- How do I see the pending requests sent by others
On the project dashboard (in the projects where you are owner or administrator), you will see a panel with pending requests. If you click on this request, you will see a screen from where you can accept or reject the request(s).
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- How do I see the pending requests I sent to join other projects
On the index page (projects listing), you will see all outgoing pending requests. Once a request is accepted or rejected, an e-mail notification will be sent to you.
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- How do I define permissions for a page
Page level permissions can be defined only by the page owner. The user who creates the page becomes its default owner. To change the permission, Edit the page, andclick on Permission button in the editor toolbar. By default all page permissions default to project level permissions. You can set Read, Edit and Comment access by overriding the project level permissions. If you override only Edit permission, the other two (Read and Comment) will still be governed by the project level permission.
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- How do I change the owner of a page
Existing owner of a page can assign any other project member of the project as new owner. To change the owner, Edit the page and click Permission button in the editor toolbar. On the Permission dialog, you can change the owner.
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- How do I change the owner of a project
Existing project owner can assign any other project member as new project owner, from project dashboard.
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- What default permissions are given to Members and Administrators in a project
Members in a project can add/edit/delete pages, comments, news. They can not add new members. Administrators can manage users and their roles in a project apart from all the Member level permissions.
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Project Administration
- How do I backup my project
From the project dashboard, expand the Actions panel, and click on the Export button. It will download a Zip file containing all the data for your project.
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- How do I republish my project
From the project dashboard, expand the Actions panel, and click on the Republish button. Republishing may be needed in scenarios when the published content gets deleted due to some reason.
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- How do I reindex my project
From the project dashboard, expand the Actions panel, and click on the Reindex button. Reindexing may be needed in scenarios when the search indexes get corrupted due to some system errors.
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- How do I create Forum/Support in my project
From the project dashboard, expand the Actions panel, and click on the Initialize button.
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- How do I add Members and Administrators in my project
From the project dashboard, click on the Edit/View Users link to open the user listing page. Here you can view existing members and non members. You can invite non members or add them to project as Member or Administrator. To do this, click on the radio button next to 'Non-Members' and click 'Go'. Then check the appropriate boxes and click 'Save'
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Editing
Topics are useful to organize pages in a project. When you create/edit a page, you can add topics (one or more) for it. Existing topics are shown in a drop down from which you can select one or more topics, or you can type any new topic.
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eTouch SamePage allows you to organize pages using the parent-child relationship. When you create a new wiki page, its default parent is home page of the wiki.
You can create a new page as child of any other wiki page by clicking Add New Child page option from the toolbox menu.This creates a new child page under the current page you are browsing/editing. The dashboard of the project displays this hierarchy. You can also organize wiki pages by Topic. For any page you can select an existing topic, or enter a new one. You can browse projects by Topic using the toolbar.
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Just Edit the page, and enter the new title of the page. When you save the page, it will be published with new name, and all the links to it (Back Links) will be updated automatically.
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- How do I change the parent page of a page
Edit the page, click on Change Parent option in the toolbar, select the new parent page from the dialog. When you save the page, its bread crumb will reflect the new parent page. You can also see the new hierarchy in the project dashboard.
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- How do I create a Table Of Contents for a page
To create table of content, use the TOC plugin. TOC plugin parses the Heading(H1, H2... H6) tags and any anchors in content and creates table of content. To insert TOC, click on the Plugin icon in the editor toolbar, which will insert a plugin box in content. Type following text in the plugin box
$TOC{show_div="" div_border_width="" div_border_style="" div_border_color="" div_bgcolor="" show_number="" show_header="" show_anchor=""}
Read more about TOC Plugin
here
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- How do I add search to a page
To add search in a page, use the RSS plugin. To insert RSS plugin, click on the Plugin icon in the editor toolbar, which will insert a plugin box in content. Type follwoing text in the plugin box
$FEED{ref="listtype=search:searchtext=hello"}. Change the searchtext with the text you want.
Read more about RSS plugin
here
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- How do I add a RSS feed in a page
To add RSS feed in page, use RSS plugin. To insert RSS plugin, click on the Plugin icon in the editor toolbar, which will insert a plugin box in content. Type follwoing text in the plugin box
- How do I add a Calendar in a page
To add Calendar, use Calendar plugin. To insert RSS plugin, click on the Plugin icon in the editor toolbar, which will insert a plugin box in content. Type following text in the plugin box
$CAL{month="2" year="2006" events="mm-dd-yyyy(time;event1| time;event1;event2)~ mm-dd-yyyy(time;event3| time;event4;event5) "}
Read more about how to use Calendar plugin
here.
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- How do I add Children in a page
To add search in page, use the RSS plugin. To insert RSS plugin, click on the Plugin icon in the editor toolbar, which will insert a plugin box in content. Type following text in the plugin box
Troubleshooting
- I've signed up in a domain using Self Registration, but I can't Sign In
It could possible that Auto Activation is not enabled after self registration in your domain. In these cases, domain administrator needs to activate new accounts. Once the account is activated, you should be able to Sign In.
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Preview functionality uses a popup window launched using javascript. Ensure that the security settings in your browser and toolbars allows you to allows popups from eTouch SamePage.
- I'm unable to link or add an image
Link and Image dialogs are opened as popup windows. Ensure that the security settings in your browser and toolbars allow you to allows popups from eTouch SamePage.
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