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Web
Crossing Configuration Quick Setup Checklist
CONFERENCING:
| More
Info |
Threaded
view or conversational?
Master Switch: Control
Panel > Customizing > Discussions
Can also set on a folder-by-folder basis. |
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Info |
Order
of folder contents:
Oldest first, oldest last, most active first, alphabetic.
Control Panel > Customizing > Folder
> Presentation |
| More
Info |
Spell
checking?
Control Panel > General settings > Spell
Check |
| More
Info |
Attachments
with messages (like a file attachment)?
Master Switch: Control Panel > General
Settings
Can also set on a folder-by-folder basis. |
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Info |
Search?
Control Panel > Customizing > General
Settings > Search
Enable search of site, or site and Forum
One (other communities). |
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Info |
Bookmarks
and Message Center?
Control Panel > Customizing > Other
Settings
Enable "mark" button next to each post, and use of message
center page. |
LIVE
EVENTS/CHAT:
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Info |
Enable
chat?
Control Panel > Chat Services
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| More
Info |
Enable
HTML chat? (for non-Java-compliant browsers)
Control Panel > Chat Services > Web
Crossing Usage
(Requires Web Crossing to be running in Direct Web Service
mode) |
EMAIL
SERVICES:
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Info |
Enable
email services?
Control Panel > Email Services
(Master switch for mirroring an external mailing list, user
POP3, IMAP, and webmail services).
Lists must alst be configured on a folder-to-folder basis. |
SUBSCRIPTIONS
& EMAIL LISTS:
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Info |
Which
types of subscriptiors to enable?
Web, email posts, email URLs, email digests.
Control Panel > General
Must also enable SMTP outgoing mail for any email-based
subscriptions.
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| More
Info |
Allow
email posting back to forum?
(Thus
creating an email list).
Folder > Edit Folder |
NEWSGROUP ACCESS:
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Info |
Enable
newsgroup access?
Control Panel > News service (NNTP)
Must also edit folder to give it a newsgroup name. |
SERVE
HTML FILES FROM Web Crossing:
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Info |
Serve
HTML files from webx?
Put in Web Crossing HTML directory
Reset the file cache to see changes.
Control Panel > Reset file cache.
Call
by:
http://www.yoursite.com/webx?98@@subdirectory/htmlfile.html
or
http://www.yoursite.com/webx?98@@htmlfile.html
File must have a name - it won't automatically look for "index.html"
or some other name. |
COSMETICS:
[Many of these can also be set for any individual
folder and its child folders in the "edit folder > appearance"
area for that folder.]
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Info |
Background
color or image & link colors (body tag contents)
Control Panel > Customizing > Banner,
footer, background, and top-level-page appearance |
| More
Info |
Global
Fonts
Customizing -> Banner, footer, background
and top-level page appearance
Place stylesheet information or client-side JavaScript into
document HEAD. |
| More
Info |
Virtual
Forums?
Control Panel > Customizing > Banner,
footer, background and top-level page appearance
If turned on, folders on the top level will be essentially
independent with no links back to the top level. |
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Info |
Banner
changes (left nav, logo at top, etc.)
Control Panel > Customizing > Banner,
footer, background and top-level page appearance
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| More
Info |
Footer
changes
Control Panel > Customizing > Banner,
footer, background and top-level page appearance
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| More
Info |
Characters
per Title, Heading, etc.
Control Panel > Customizing > General
Settings > Presentation
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| More
Info |
Show
user pictures, or not?
Control Panel > Customizing > User
pictures |
| More
Info |
Toolbar
- always three-row or not?
Control Panel > Customizing > Other
Settings
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| More
Info |
Buttons
and Icons
Control Panel > Custom buttons & icons
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USER
ISSUES:
Guest
Users:
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Info |
What
privileges to give them?
Choices:
read only
read and post
add discussions, links, or folders
edit existing items (that aren't their own)
delete existing items (that aren't their own)
Master switch: Control Panel > User
Management > Guest users
Individual access lists for discussions or folders can be
set to give guests more restrictive access.
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| More
Info |
Show
line that says "you have guest access...." at top of screen?
Control Panel > Customizing
> General Settings |
Registered
Users:
| More
Info |
Allow
self-registration?
Control Panel > User Management
> Registered users |
| More
Info |
Block
certain domains from registering?
Control Panel > User Management
> Registered users |
| More
Info |
What
privileges to give them?
Choices:
read only
read and post
add discussions, links, or folders
edit existing items (that aren't their own)
delete existing items (that aren't their own) |
| More
Info |
Use
Email Validation?
Control Panel > User Management
> Registered users
Assures that the user has a valid email address before being
given full access to site. |
| More
Info |
If
using email validation, what privileges to give unvalidated
users?
Control Panel > User Management
> Registered users |
| More
Info |
HTTP
basic authorization?
(Takes authentication information
from the server).
Control Panel > User Management > Registered
Users |
| More
Info |
Authentication
with external database?
(Need auth filter in WCTL).
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| More
Info |
Certificate-based
authorization (default)?
Control Panel > General Settings
> Automated Logout
Set automated logout time for certificates if user is inactive
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| More
Info |
Cookie-based
authorization?
Control Panel > User Management
> Registered Users
New users have cookies on or off?
Existing users have cookies on or off?
Also can be set for each individual user in their own Preferences.
Control Panel > User management >
Set a user's preferences
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| More
Info |
Passwords
are case-sensitive or not?
Control Panel > User Management
> Registered Users |
| More
Info |
User
certificate is only valid coming from the same IP address
as they signed on from?
Control Panel > User Management
> Registered Users
(Advantage is security; disadvantage is that users from WebTV
will be asked to log in multiple times as their proxy server
changes their IP address. This can also be turned off for
individual users in their preferences area.)
Control Panel > User management > Set
a user's preferences |
Access
and Moderation:
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Info |
Special
access privileges for any individual user or group of users?
(This can be set under the Access List button
for any individual object or the whole site, on the top level.)
Choices are:
Host
Participant
Read-only
Moderated
No Access |
| More
Info |
Let
users with host-level privileges edit Access Lists?
Control Panel > General Settings
> Site Information
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| More
Info |
Enable
moderation? Moderate all posts, or just those with possibly-objectionable
words?
Control Panel > Customize >
General Settings
To moderate all posts, set the top-level access list for all
registered users (and guests, if you allow guest posting)
to Moderated. Leave as "participant" for no moderation.
If you fill in any words into this list, then just posts containing
those words will be moderated. If the list is blank, all posts
will be moderated. Settable per folder. |
BACKING
UP:
| More
Info |
Set
up automated backup on a schedule of your choice
Control Panel > Backup
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| More
Info |
Automatically
archive any discussions?
Edit Folder > Expired discussions
(automatic archiving)
Set actions to be taken when discussion expires. |
PERFORMANCE
ISSUES:
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Info |
Memory
settings:
Control Panel > Memory Usage
Start with disk cache about 1/3 size of webx.db (minimum 600KB)
Start with small object heap about 1/6 size of webx.db (minimum
600KB)
Monitor performance and adjust as necessary. |
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