Global Configuration

Setting up the global configuration

Let the building begin. Our team of experts start the implementation process by setting up and configuring your digital workplace in accordance with the requirements outlined in your specific plan and implementation package. 

Configuring your digital workplace

The setup and configuration of your digital workplace starts once our consultants have completed your strategic plan, design plan, and solution roadmaps. Our Configuration Specialists use these plans as guides or blueprints for the actual set-up and configuration of your digital workplace site. 

There are eight key areas of configuration for your digital workplace:playbook-implementstage-configuration.png

  1. Global settings
  2. Authentication
  3. Domain mapping
  4. Solutions
  5. Site structure
  6. Templates (creation and purpose)
  7. User profiles (configuration, design, and layout)
  8. Optional modules (enablement and configuration)

Note: The majority of configuration work occurs within the Control Panel

Configuring global settings in the Control Panel

The Control Panel is the central administration area for your digital workplace. It can be fully accessed and managed by Administrators and users with specific roles who can access specific sections. The Control Panel can be accessed by clicking on the gear or cog at the top right corner of your digital workplace site. 

There are five main areas which control site configuration. To learn more about the Control Panel please read the User Guide

1. Overview

  • View public activity on your site (e.g. this feature must be enabled)
  • Manage deleted content in the trashcan
  • Set online status options for members
  • Set up rules for archiving

2. Presentation

  • Set up and manage the global look and feel for your site including theme, logo and notifications
  • Manage the look and feel of the global footer
  • Build and manage your navigation using the Site Map

3. Membership

  • Setup and manage groups and roles
  • Manage members including bulk upload, add/revoke membership
  • Create and manage a points and badges system
  • Set up a registration page (e.g. only for public sites)
  • Configure sign-in settings such as forgot password, remember me, session timeout and SAML settings

4. Optimization

  • View analytics
  • Enable Google analytics
  • Set up meta tags (e.g. only for public enabled sites)
  • Create URL shortcuts for any area in your site

5. Settings

  • Configure global settings (e.g. rating, commenting, likes, personal dashboards, applications, email etc)
  • Enable areas of your site to be public (e.g. accessible to non-members)
  • Set up labels
  • Social sharing
  • Localization (e.g. languages enabled)

Setting up optional configuration items

Our Configuration Specialists also set up and configure any additional items outlined in your Jumpstart package. This may include items such as:

  • Setting up your domain address
  • Enabling third-party widget integrations
  • Setting up and testing authentication (e.g. ADFS, OKTA)
  • Enabling optional modules (e.g. third-party integrations) and user profiles
  • Creating templates

Duration

  • 2 to 4 weeks

Video: Control Panel Overview


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