Forums/Website Builder/Documents

Getting Started Manual

Frank Condon
posted this on April 13, 2011 14:17

Welcome to National RTAP in the Cloud.  We are very excited to have you join our community.  This document provides a quick self-guided tour of the National RTAP in the Cloud Website Builder.  It will walk you through building a new website, including:

What is the Cloud?

Create your Organization Account in the Cloud

Log In to the Cloud

Forgot Password to the Cloud 

Cloud Homepage Overview 

Website Builder Dashboard Overview 

Create Your Website 

Edit Your Website

Adding a New Page

Deleting a Page

Adding New Modules

Changing the Appearance of the Website

Forums 

Support Center 

Support Options

For more in‐depth information, please visit our Support Center at http://forums.nationalrtap.org

What is the Cloud?

The Wikipedia definition of cloud computing is:

Cloud computing describes computation, software, data access, and storage services that do not require end-user knowledge of the physical location and configuration of the system that delivers the services.

Read More

What this means for National RTAP is that we will develop, support and host the web applications that will help your organization take advantage of 21st century technology.  The Cloud is home to various web apps that National RTAP develops, host and supports.  Each organization will need to create their Cloud account and then have users from within their organization create user accounts.

Create Your Organization Account in the Cloud

In order to access the Cloud, you need to check if your organization has created an account.  The following steps will help you accomplish this task:

Watch How-To Video

  1. Go to www.NationalRTAP.org
  2. Click on the “Cloud Sign Up” link next to the  “Login” button (below the National RTAP 888 number in the top right of the homepage).
  3. Enter your organization’s name in the field provided and click “Search”.

NOTE: If you do not find your organization in the list, you will need to “Add Your Account” by following the instructions below to “Create Your User Account in the Cloud.”

  1. Click the “Add Your Organization” button at the bottom.
  2. Complete the “Create Your Organization” form.
  3. Complete the “Your Organization’s Information” and then click “Finish.”
  4. You will now be at the homepage of the Cloud.
  5. You will receive an email with a copy of your login credentials. Be sure to save this for future reference.

Create Your User Account in the Cloud

  1. Go to www.NationalRTAP.org
  2. Click on the “Cloud Sign Up” link in the “Login ” section (below the National RTAP 888 number in the top right of the homepage).
  3. Enter your organization’s name in the field provided and click “Search.”
  4. Look for the name of your organization in the list; if you find it in the list, then you can click the “Go” button to the right of your organization’s name, city, and state, and complete your personal information profile.
  5. You will now be at the homepage of the Cloud.
  6. You will receive an email with a copy of your login credentials.  Be sure to save this for future reference.

Log In to the Cloud

  1. Go to www.NationalRTAP.org
  2. In the upper right of the homepage you will see the buttons “Cloud Sign Up” and Login.”  Click “Login.”
  3. Enter your username and password in the fields provided and click “Login.”

Forgot Password to the Cloud

  1. Go to www.NationalRTAP.org
  2. In the upper right of the homepage you will see the buttons “Cloud Sign Up” and “Login.”  Click “Login.”
  3. At the bottom you will see “Forgot Password.”  Click this link.
  4. You will be directed to a page that will ask you for the email address you used when you created your account.  Enter the email address, you will be sent the username and password you used when you created your account.

Cloud Homepage Overview

The Cloud has a homepage that displays all the web apps that are available and those we are working on.  You can click on “Access Dashboard” in any of the active web apps to go directly to that web app.  From this area you can go to any of the other active web apps without having to go back to the Cloud homepage.

Website Builder Dashboard Overview

The “Dashboard” is the homepage for the web app that you are using.  Each dashboard page has its own set of features specific to that particular web app.

Dashboard (Screenshot)

 Dashboard.jpg

 Along the top banner are “My Account,” “Support Center,” “Forums,” “National RTAP” and “Logout.”

Dashboard – Banner (Screenshot)

 ProcurementPRO_Banner.png 

 Along the left side of the dashboard are lists of the features available to the Admin of the Website Builder.  They will have access to:  “Dashboard,” “Create Your Website” (this link/button will change to “Edit Your Website” once the organization has created their website), and “Dashboard Content.”

Dashboard – Left Navigation (Screenshot)

Left_Nav.jpg 

Along the top (below the banner) you will see the main features of the Website Builder:  “Create Your Website,” “View a Demo Website,” “Support Center” and “Forum.”

Dashboard – Main Features (Screenshot)

WSBMainFeatures.jpg

 

Along the right side of the Dashboard you will have access to the various support options.

 

Starting at the top you will notice “Quick Tips” (page-sensitive tips to help you navigate the page), “Help Video” (page-sensitive video to help you navigate the page), “Related Links” ( a list of hyperlinks to websites that will help you with Website Builder related questions), “Live Chat Online” (connects you with a National RTAP Specialist who can help you navigate the Cloud environment), and “Support” (support hours, support email and the link to the National RTAP public website).

 

 

 

Dashboard – Right Navigation(screenshot)

 WSBRightNAv.jpg 

Create Your Website

Watch How-To Video

Creating your new website is easy…

  1. From the left side navigation or the main features area click “Create Your Website.”  Wait for 60-90 seconds and that’s it.

NOTE: We have created a basic template website with several starter pages.  It’s up to you to change the design, add or delete pages, and update the content (text, images, videos).  We will walk you through with how-to videos (posted in the Support Center http://forums.nationalrtap.org and some basic step-by-step instructions below.

Edit Your Website - The Control Panel

The Control Panel is the main interface for the website admin to manage the pages, add modules to pages and perform common tasks.  The Control Panel is only visible to the admin when they log in or click “Edit Your Website” from the Cloud.

 WSBControlPanel.png.jpg

Control Panel – Mode

The Control Panel Mode section has three modes:  Edit, View and Layout.

Edit Mode – Allows the admin to edit the modules on the page.

View Mode – Allows the admin to see what the page will look like to the end user (turns off edit functionality).

Layout Mode – Allows the admin to move modules around on the page.

Control Panel – Page Function

The Control Panel Page section is where the admin can add a new page, edit the setting of a page (rename, add description, change where it displays in the menu), and delete a page.

Control Panel – Common Tasks

The Control Panel Common Tasks section gives the admin access to Help (Support Center), and Admin Pages.

Changing the Appearance of Your Website

Several items can be modified in order to change the appearance of your website. You can modify the header, logo, background and menu sections of your website.

Changing Your Header

  1. Click the “Admin” drop down in the Control Panel, and then select “Site Settings.”
  2. Scroll down the page until you see “Appearance.” Click the “plus” icon to the left to expand this section.
  3. To the right of logo/header select the drop down arrow and choose the “Header” folder.
  4. Under “Folder” you will see “File.” Click the drop down arrow and select a banner from the library or click the “Upload File” to add your own banner.  The banner image you upload must be exactly 1000 pixels wide by 150 pixels high.

Changing or Adding Your Organization Logo

  1. Click the “Admin” drop down in the Control Panel, and then select “Site Settings.”
  2. Scroll down the page until you see “Appearance.”  Click the “plus” icon to the left to expand this section.
  3. Under “Folder” you will see “Upload File.”  Click the link, then you will see a “Browse” button.
  4. Locate your logo on your local computer and upload.  It’s best that this logo have a transparent background so it will blend into the banner’s background.

NOTE:  The logo will be displayed in the upper left corner of your website.

Changing Your Background

  1. Click the “Admin” drop down in the Control Panel, then select “Site Settings.”
  2. Scroll down the page until you see “Appearance.”  Click the “plus” icon to the left to expand this section.
  3. To the right of “Body Background” select the drop down arrow and choose the “Body Background” folder.
  4. Under “Folder” you will see “File.”  Click the drop down arrow and select a background from the library or click the “Upload File” to add your own background. 

Changing Your Menu Style

  1. Click on the Homepage button in the navigation menu.
  2. In the Control Panel make sure you are in “Edit” mode.
  3. In the top of the Homepage you will see the main navigation (menu) for your website.
  4. Click on the “paper/pencil” icon in the far right.  This will take you into the menu module for editing.WSBMenu.jpg
  5. Scroll down the page until you see “Display Style.”  Select the style of menu you want from the drop down list.
  6. Scroll to the bottom of the page and click “Update.”  Your menu will now change to the style you selected.  You can change this as often as you like.  Be sure to check out the Support Center for in-depth how-to videos.

Adding A New Page

  1. Click the “Add New Page” button in the Page Function (in the Control Panel).
  2. On the Basic  Settings  Page, enter  the  following  settings in the Details section:
    1. In the “Page Name” text box, enter the name “NRTAP.”  If you choose to display this new page in the menu (navigation), this will be the name which appears in the menu.
    2. In the “Page Title” text box, enter “NRTAP.”  If you choose to display this new page in the menu (navigation), this will be the name that appears to the public (like “Home, About Us,” etc.)
    3. In the “Description” text box, enter “This is the National RTAP page” or other short, descriptive sentence summarizing the page content.
    4. You can enter relevant keywords for the search engine in the “Keywords” text box.
    5. At “Parent Page,” select < None Specified > to set this as a parent page in the menu. If you want to make this page a child of another page, select a [Page Name] to set this relationship.
    6. At “Permissions,” set the page view and editing permissions for one or more roles. To make the page publicly accessible, check the view column for “All Users.”  You can choose to provide various user classes with differing rights—from viewing the page to adding content, copying or deleting the page, or managing the page settings. WARNING:  If the role of “Unauthenticated” is checked at Edit Page this will allow all visitors to edit the page.
  1. Click the “Update” button at the bottom left of the page to save your changes.
  2. Now we can see that a new page has been added, called “NRTAP” and that the page has some default content.  By default, the application adds one instance of the HTML module to the page.  The HTML module is the most commonly used module and lets you add static HTML content onto the page.

Deleting a Page

  1. Go to the webpage that you want to delete
  2. Click the “Delete” button in the Page Function (in the Control Panel).  That’s all there is to it.

Adding a New Module

  1. Click the “New” (green “plus” icon) in the Add Modules section of the Control Panel.
  2. From the “Module” drop down list select the “HTML” module.
  3. In the “Title” text box, type the name of this module (example “Welcome Message.”)
  4. In the “Pane” drop down, select where you want this module to appear (position) on the page.  If you are not sure, just add it to the “Content Pane” and you can always move it in “Layout” mode.
  5. Click the “add” button on the bottom right.  You have now added a new HTML Module to your page where you can add content (text, images, video, etc).  See Editing/Adding Text for the next step.

Editing a Module

You will now edit the content of your new module.

  1. Select “Edit Content” from the bottom right corner of your new HTML module action menu.
  2. In the text box, type “Welcome to my new test page!” using the available font formatting buttons.
  3. Click the “Save” link at the bottom of the page to publish your new page.
  4. Now change the title of the module. Go back to the action menu and select “Settings.”
  5. Change the title to “Welcome.”
  6. Select “Update.”  Your page should now have a new HTML Module with the words “Welcome to my new test page!”

Editing/Adding Text

  1. Select “Edit Content” from the bottom right corner of your new HTML module action menu.
  2. In the text type “Welcome to my new test page!” using the available font formatting buttons. You can also change the font style and color, and add images and video to this page using the WYSIWYG editor.  Be sure to check out the how-to videos in-depth training on how to use the editor.
  3. Click the “Save” link at the bottom of the page to publish your new page.
  4. You should now see your changes to the webpage.

Forums

“Forums” is a place where you can connect with other Website Builder Admins throughout the United States.  You can also search, post answers to questions and post questions.

  1. Click the “Forums” button in the Main Feature section.
  2. You are now at the Website Builder “Forums” section of the Cloud Support Center.
  3. You can select a topic to view or create a new post.
  4. You can search by keyword or author.

Support Center

The Support Center is a place where you can connect with other web app users in the Cloud.  You will have access to the various forums for each web app.  You can connect and share with other Cloud users throughout the United States.

  1. Click the “Support Center” button in the Main Feature section.
  2. You are now at the “Support Center” homepage.  You will see a list of all the active forums, help videos and much more.
  3. Click on any forum to go into the topic and post area.
  4. You can select a topic to view or create a new post.
  5. You can search by keyword or author.

Support Options

We offer technical support and subject-based support (i.e., Website Builder-related questions) through email, live chat, page-sensitive help and the forums.

  • Email Support – Support@NationalRTAP.org
  • Live Chat – (Right Navigation on Dashboard) Monday – Friday 9:00am -5:00pm ET.
  • Page-Sensitive Help – Quick Tips and Videos.
  • Forums & Support Center– A specialist will reply within 24 hours (during normal working hours).