USER GUIDE   MADCAP PULSE 4 Dashboard Admin Copyright2018MadCapSoftware.Allrightsreserved. Informationinthisdocumentissubjecttochangewithoutnotice.Thesoftwaredescribedinthisdocumentisfur- nishedunderalicenseagreementornondisclosureagreement.Thesoftwaremaybeusedorcopiedonlyinaccord- ancewiththetermsofthoseagreements.Nopartofthispublicationmaybereproduced,storedinaretrievalsystem, ortransmittedinanyformoranymeanselectronicormechanical,includingphotocopyingandrecordingforanypur- poseotherthanthepurchaser'spersonalusewithoutthewrittenpermissionofMadCapSoftware. MadCapSoftware 7777FayAvenue LaJolla,California92037 858-320-0387 www.madcapsoftware.com THIS PDF WAS CREATED USING MADCAP FLARE. CONTENTS CHAPTER 1 Introduction 6 Group Dashboards 7 Initial Dashboard Login for Administrators 10 Dashboard Structure 11 CHAPTER 2 Using the Pulse Menu 19 Home 20 Messages 23 Profile 24 Timeline 25 Logout 26 CHAPTER 3 Using the People Menu 27 Menu Commands 28 Finding People 29 CHAPTER 4 Using the Groups Menu 30 Menu Commands 31 iii CONTENTS Understanding Groups 32 Finding Groups 33 Joining and Participating in Groups 34 Creating Groups 40 Moderating Groups 42 Joining Groups 45 CHAPTER 5 Using the Tags Menu 46 Using Tags 47 Creating Tags 49 Finding and Moderating Tags 54 CHAPTER 6 Using the Systems Menu 57 Pulse Systems and Flare Communities 58 Creating Systems and Communities 59 Configuring Systems 62 Adding and Configuring System Feeds 66 Finding Systems 68 CHAPTER 7 Using the Administration Menu 69 Pulse Database 70 General Settings 72 Managing Groups 83 Suggested Feeds 90 Managing Users 93 Configuring Profile Settings 108 Configuring Moderation—Rejection Reasons 113 iv CONTENTS Event Log 114 Managing Communities 116 Managing Synonyms 119 Reports 127 CHAPTER 8 Messaging Tasks 138 Sending a New Message 139 Viewing Messages 140 Loading Earlier Messages 141 Replying to Messages 142 Downloading Message Attachments 143 Contacting Registered Users 144 Notifications 148 Sending Chat Messages 153 CHAPTER 9 Searching the Pulse Dashboard 154 Searching the Pulse Dashboard 155 Following Searches 156 CHAPTER 10 Pulse Dashboard Frequently Asked Questions 157 General Settings 158 Managing Accounts 159 APPENDIX PDFs 161 v CONTENTS CHAPTER 1 Introduction ThePulsedashboardistheweb-basedinterfacetothePulsesystem.Dependingonyourgroup membership,authorizeduserscanusethedashboardtoconfigureavarietyofserversettings, administerusersandgroups,moderatethePulsecontentassociatedwithyourFlareoutput,and accesssomebasicenduserfeatures. Thischapterdiscussesthefollowing: GroupDashboards 7 Initial DashboardLoginforAdministrators 10 DashboardStructure 11 6 CHAPTER1 Group Dashboards ThePulsedashboardgivesregistereduserstheabilitytoviewandgainaccesstodifferentfeatures basedonthegroupmembershipoftheiruseraccount.See"ManagingGroups"onpage83. Therearethreelevelsofgroupaccessavailable: ADMINISTRATOR DASHBOARD UserswhohavebeengrantedaccessprivilegestotheAdministratordashboardinclude: n PulseAdminAccountThisisthedefaultPulseAdminuseraccount.Itiscreatedduringtheini- tialserverconfigurationandthepersonconfiguringtheserversetsthepassword. n MembersoftheAdministratorsGroup RegistereduserswhoaremembersoftheAdmin- istratorsgroup.See"ManagingGroups"onpage83. MembersoftheAdministratorsgrouphavefullaccesstoalldashboardfeaturesandoptions.Itis recommendedthatyoulimitthenumberofmembersintheAdministratorsgroup.See"Managing Groups"onpage83. 7 CHAPTER1 EMPLOYEE DASHBOARD TheEmployeedashboardisavailabletoregistereduserswhohavebeenaddedasmembersofthe EmployeesgroupinPulse. See"ManagingUsers"onpage93and"ManagingGroups"onpage83. ThisdashboardprovidesmemberswithaccesstoavarietyofPulsemoderationfeaturesandallof thecustomer-facingcommunityfeatures. 8 CHAPTER1 CUSTOMER DASHBOARD TheCustomerdashboardhaslimitedaccesstofeatures.Itletsusersedittheirprofile,viewthegen- eralsystemstatus,viewsystemnotifications,andusemessagingfeatures.Userswithaccessto functionsoftheCustomerdashboardinclude: n AllRegisteredUsersAllregisteredPulseusershaveaccesstothefeaturesthatareavailable inthe Customerdashboard. n MembersoftheCustomersGroupsAnAdministratorcanalsoexplicitlyaddauserasamem- beroftheCustomersgroup.See"ManagingUsers"onpage93. BecausetheCustomerdashboardfunctionsarelimited,mostorganizationsintegratingaPulsesys- temwithFlareencouragetheirenduserstoaccessPulsedirectlyfromtheFlareoutput.Theembed- deddiscussionformsandoptionalCommunitytabintheFlareoutputprovideenduserswiththe richestcommunityexperience. NOTE: Bydefault,registereduserswhoarenotexplicitlyaddedtoagrouparegrantedthe sameaccessprivilegesasmembersoftheCustomersgroup. 9 CHAPTER1 Initial Dashboard Login for Administrators IfthisisyourfirsttimeloggingintothePulsedashboard,youmustloginwiththePulseAdmin accountthatwascreatedduringtheinitialserverconfiguration. HOW TO INITIALLY LOG IN TO THE DASHBOARD 1. Inawebbrowser,navigatetothePulseServerURL. IfyoudonotknowthePulseServerURL: a. LogintothePulsewebserverastheserveradministrator. b. Double-clicktheMadCap Pulsedesktopshortcut.ThestartsthePulseapplicationonthe server. c. InthePulseServerConfigurationwindow,thePulseServerURL appearsintheWebSite areaintheURLbox. d. ClicktheViewbuttontolaunchthePulsedashboard. 2. InthePulseAccountLoginpage,dothefollowing: a. IntheEmailAddressbox,type: PulseAdmin. b. InthePasswordbox,enterthepasswordthatyoucreatedduringtheinitialservercon- figuration. 3. ClickLogin. AfterloggingintothePulsedashboardforthefirsttime,youshouldcreateatleastoneadmin- istratoraccountbeforeyoustartinvitinguserstojoinPulse. See"ManagingUsers"onpage93. 10 CHAPTER1