Portal

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Overview

Many aspects of your portal can be customized, including the URL, color scheme, logo, portal pictures, terminology, and more. Here's a video on how to customize your portal:

General

Click Admin/Portal in order to start setting up your options. In the general section you can set up your URL, color scheme, logo, and language.

URL

This section displays the current URL of your portal. To visit your portal, click on the URL. To change the URL for your portal, click 'Edit your EDU 2.0 URL' in the URL section and select a new URL. An URL can only be a mix of letters and digits.

Using your own URL

You can set up a foreign domain so that your site can be accessed via a URL that you own. For example, you can allow your site to be accessed via http://www.myschool.org instead of http://myschool.edu20.org. This is preferable for many organizations.

There are two steps for setting up a foreign domain: (1) changing the DNS settings associated with the URL that you own, and (2) entering those values into your portal area.

Step 1

Let's say that you own http://www.adpacademy.com and want to map it to your NEO URL http://adp.edu20.org. First go to your DNS provider and find the area that allows you to edit the DNS settings for your the domain you own. For example, if your domain is managed by GoDaddy, there's an area on the GoDaddy site called "Total DNS" that provides this feature. Then add a CNAME that points the host "www" to your NEO domain. In this example, we'd map "www" to "adp.edu20.org". Note that you don't include the "http:" prefix.

Here's a screen shoot of the DNS settings for "adpacademy.com" at GoDaddy. The last line in the CNAME area was added to perform the mapping.

Once you have updated the DNS settings, it can take an hour or so for the changes to take effect across the Internet. In this example, if you typed "http://www.adpacademy.com" into your browser and it displayed your portal, it means that the changes have become active and you're ready for the next step.

If you want to, you can map a sub domain of your domain instead. For example, to map "edu.adpacademy.com" to "adp.edu20.org", use "edu" instead of "www" as the CNAME host.

Step 2

Now that the DNS system is mapping your foreign domain to your NEO site, you must enter the mapping into your portal area so that NEO generates URLs based on your foreign domain instead of your original domain. For example, when you create accounts, the email invitations will use the new foreign URL.

To set up the foreign domain mapping, click Admin/Portal, then click 'Use your own URL' in the 'URL' section. Then enter the name of your foreign domain without the 'http://' prefix. In this example, we'd enter 'www.adpacademy.com'. Then click Save.

Your new portal URL will be displayed when you click Admin/Portal. If you go to the new URL, you will have to log in again because your browser associates log in credentials with a specific URL. At this point your new foreign domain is live!

To change your foreign domain, click 'Edit your own URL'. To clear your foreign domain, click 'Disable your own URL'.

Color scheme

To change the color scheme for your portal, select the new scheme from the 'Color scheme' section.

To create/edit your own custom color scheme, select the 'Custom' option from the list of color schemes. Then select the color values for each graphic element using either the color picker or by directly entering the hex values into the input boxes. To save your color scheme, click Save.

The color scheme also affects the look of your portal, so be sure to look at your portal after saving a scheme to make sure that it also looks good.

Logo

You can add a logo of your organization that appears in the top of the left bar. To upload a logo, click Upload picture, select a picture from your computer, and click Save. Whatever picture you upload will automatically be resized to 150 pixels wide. We recommend that the image has a transparent background so that it blends in well with your portal background.

SSL

By default, our site uses SSL everywhere in the site. Even if you use your own URL, we use the SSL certificate of our own site during these operations so that you don't need to purchase your own. A side-effect of using our SSL certificate is that your original *.edu20.org URL can sometimes occasionally be displayed by IE in its tabs. In most cases this is fine, but if you are white-labeling our site you might want to prevent this from occurring.

To disable SSL for your site, uncheck the "Enable SSL" option in the "URL" section of the Portal configuration page. If SSL is disabled, all operations occur over plain HTTP and your browser will never be redirected temporarily through your original *.edu20.org URL.

In the future we will allow you to make use of your own SSL certificate if you have purchased one for your site.

Visitor view

In this section you can configure how your portal will look for the site visitors, with options for portal type, title, logo, pages, pictures, and more.

Portal title

You can add a title that will show up on your portal. To add a title click Add, write the title and click Save.

To remove the text, click Clear.

Portal logo

You can add a logo that will show up on your portal. To add a logo, click Upload picture, select the picture from your computer, and click Save.

To remove the picture, click on Clear.

Portal pages

Portals have default pages such as Calendar, Catalog, News, Contact which can be enabled. Only pages that are enabled show up in the carousel. Each page can be separately edited and enabled.

To edit a page, click its  icon.

Edit the content and click Save.

You can also create your own custom pages, which can be HTML pages or links to an external reference.

Portal slides

Portal can also have slides with custom pictures, custom text, and action buttons.

To edit a slide, click its icon.

Here you can edit the text of the slide, the text for the action button, the page to which the button links, and the picture. When you’re done editing, click Save.

To add a new slide, click Add.

You have the option of adding a picture slide or create a custom HTML page.

Portal menu

Here you can choose which pages to use in your portal menu.

To edit an item, click its icon. Enter the title of the page, then choose the page from the list, and click Save.

To add a new menu item, click Add.

Enter the title for the menu item, then select the page from the list, and click Save.

To add a submenu item, click on the arrow of item that you want as a submenu.

For example if you want to add "Calendar" as a submenu to "Catalog", click on it's arrow and it will be indented.

Footers

In the footer section of the portal you have the option of adding portal pages or create a custom HTML footer.

To edit a footer item, click its item.

Enter the title for the footer item, then select the page from the list, and click Save. To add a new footer item, click Add.

Enter the title for the footer item, then select the page from the list, and click Save.

To add a subfooter item, click on the arrow of the item that you want to appear as a subfooter.

For example, if you want "Contact" to appear as a subfooter to "Information", click on it's arrow and it will be indented.

User view

In this section you can configure how your portal will look for logged-in users, with options for avatar display, menu bar decoration, home left bar picture, home tabs, left bar, welcome pop up, and more.

Menu bar decoration

You can add a menu bar decoration which can be a picture or text. To add a picture, click Upload picture. To add text, click Set text.

Home tabs

This area allows you to enable/disable the tabs in the Home menu. By default, the Dashboard, News, Messages, and Calendar tabs are enabled. You can also select your landing page by checking the appropriate box.

Left bar

To display a list of current classes in the left bar in addition to the Classes pop up, enable "Display my classes". To display a list of current groups in the left bar in addition to the Groups pop up, enable "Display by groups". Both options are disabled by default.

Welcome pop-up

By default, students will see a pop-up welcome window each time they log in until they disable the pop-up. To disable the pop-up entirely, click the Disable option.

To customize the pop-up, click Edit, enter the new content (which can include a video and other kinds of multimedia), then click Save.

Shortcuts

You can add custom shortcuts to the left menu bar that all members of your site will see. If added, they appear in a "Shortcuts" area right above the "Classes" area. This is useful if you want to add links to, say, your organizations's primary portal or another important resource. You can also add links to areas within your portal.

To add a link, click Add. Then add the name, the URL, and whether a new window should open when the link is clicked. Then click Save.

To change the picture associated with a shortcut, click its  icon, select a picture from your computer, then click Save.

To edit a shortcut, click its  icon. To delete shortcuts, select the ones you want to delete and then click Delete.

Footers

You can customize the footer area that is displayed at the bottom of each page when a user is logged in. To enable/disable a footer, click its Enable? checkbox. To edit a footer, click its edit icon. You cannot edit the default footer links.

Terminology

You can customize the terminology of your site by adding one or more substitutions. These substitutions are applied to all the built-in text which appears on tabs, buttons, headings, instructions, and tips.

To add substitutions, click Add, then enter the approximate number of substitutions to add, and click Continue.

After that enter the original text and its replacement, then click Save. You should only enter the lowercase singular version of the text; the capitalized and plural versions are handled automatically.

SEO

You can choose if you want your site to be indexed, set up a meta-description, and keywords.

To enable Search engine indexing, check the Enable? box.

To add a meta description and/or keywords, click Edit.

Enter the description and keywords, then click Save.

Social media

You can set up which icons you want to show up on your portal, in both the visitor and user view. Check the appropriate boxes for the icons that you want to have in the visitor and/or user view.

To edit a link, click its icon, enter the URL and click Save.

Custom CSS

You can use custom CSS in order to give your site a more personalized look.

To add a CSS file, click Add, select the file from your computer and click Save.

To remove the CSS file, click Clear. To disable using CSS, click Disable.

More

This section allows you to configure options for session timeout,  white labeling, log in widget, favicon, google analytics, URL mappings, and bottom HTML.

Session timeout

This option is important for security reasons. You can add a time and when that time expires users are automatically logged out. Click Add, enter the time, then click Save.

You can also set for individual users a time after which they are automatically logged out. Go to the profile of an user and visit the Settings tab. There you will see an option for 'Log out automatically after the specified minutes of inactivity'. 

White labeling

You can use the site for reselling purposes. To enable white labeling, click Enable. For more information on this topic visit the White labeling section.

Google Analytics

You can enable Google Analytics by entering your Google tracking code. Click Add, enter the code, then click Save.

URL mappings

You can add mappings so that when someone visits a particular URL on our site, it is automatically directed to a different URL. An example of when this is useful is if you want to create your own version of our help content and map "/help" to a different site that contains your custom help.

To add a URL mapping, click Add, enter the original URL and the replacement URL, then click Save. The original URL is always relative to our site and should be of the form '/path/tail'. The replacement URL should be a full URL of the form 'http://domain/path/tail'. For example, if you want anyone who visits our help system to instead be take to an external help area, you could map '/help' to 'http://mysite.com/path'.

To delete mappings, select them and click Delete. To edit mappings, select them and click Edit.

Log in widget

You can use our "Log in widget" to allow people to log in to your portal from a web page on another site. To do this, click “Get widget”.

This displays instructions on how to download and customize the HTML widget.

Favicon

You can replace the icon that appears in the browser tab. This gives a more professional look to your site.

To upload a replacement favicon, click  Upload picture, select a replacement picture from your computer, and click Save. The picture should be either a .ico file or a 16x16 image with a transparent background.

Bottom HTML

You can add HTML that is inserted right before the closing body tag of every page.

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