Page Comparison

This Chapter will familiarize you with tools and features that help you set up and operate panel websites and language versions according to your requirements.

• This Chapter shows you how to manage your panel websites and language versions. This includes, for example, deactivating a website and assigning access rights to user teams.
• It will be explained how to create additional websites and language versions.
• The Chapter provides an overview of the varied configuration options offered by EFS Panel. There are numerous options
  – for the entire panel
  – for individual websites
  – for individual language versions.
• Panel sites can usually be accessed via one or more dedicated domains.It will be explained how you can match domain and panel site via the EFS People GUI and which further steps are necessary.
• Automated tests help you avoid making mistakes when configuring websites.

Managing Websites and Language Versions

In the Website menu you can manage the different websites and language versions.

The following info and actions is displayed for a website:

Delete: This function allows you to delete an entire website. You cannot delete a default website.

The following info and actions are displayed for a language version:

• Name: Indented below the website, you can find the related language version(s). A click on the name opens the Website editor of the language version.
• Target pages: Pages to which visitors are automatically taken in different situations, if they click on or enter the panel URL.
• To-do marker: Allows you and your colleagues to store notes, e. g. on the degree of completion of a website, directly in EFS.
• Default language version: yes / no
• Only in Panels with Social Insight Connect: Facebook: For language versions with an activated Social Insight Connect app, a red icon is displayed. Via this icon, you can access the configuration dialog of the app.
• Online - Set language version offline / Offline - Set language version online: The button displays the status and allows you to activate or deactivate the language version. It is not possible to put the default language version of the default website offline.

• Preview: Opens the language version in a pop-up window.

• Excel export: Allows you to export text elements for external editing.

• Upload file: Allows you to import externally edited text elements.

• Set rights: You can restrict the access rights of user teams to individual language versions.

• Test language version: Allows to check the configuration automatically.

• Copy language version: This function allows you to copy an entire language version.

• Delete: This function allows you to delete an entire language version. You cannot delete a website’s default language version.

Putting a Website or Language Version Online/Offline

Using the buttons Online - Set website / language version offline and Offline - Set website / language version online, you can put the various websites and language versions online or offline.

• If a website is offline, none of its language versions are accessible to visitors.
• If a language version is offline, then it is no longer accessible to visitors.

It is not possible to put the default website and its default language version offline.

Defining Access Rights on Panel Sites or Language Versions

You can limit access to the different web sites and language versions by assigning object rights to specific user teams.

To do so, choose the desired panel site or language version and select the Set rights icon. The standard rights dialog opens, in which you can assign different teams read or write rights.

The read or write rights refer to all those website or language version specific ACL rights, which were assigned to the team in general. If the team has for example general write rights on the news functions (news_admin), then it can edit the news only for those language versions for which it has write rights.

Editing Text Elements of the CMS Externally

Key text elements of the CMS can be exported for external editing or translation. Afterwards, the changed content is imported back into EFS. External editing allows to add new text elements, too, which is particularly useful when upgrading panel installations:

• it is possible to create new text elements. This is of special importance if, after upgrading a panel to a new version of EFS, additional wildcards or messages are needed.
• It is up to you to decide if you want to add new text elements during import, or if existing texts should be updated as well.

• The export file can be imported into any language version of the installation. Thus, you can use one export file to create new text elements in several language versions.

The following text elements can be edited externally:

• Wildcards for text elements
• Notifications
• Error messages

Exporting content

1. Switch to the Website menu to make an export.
2. Choose the desired language version. Open the export dialog by clicking on the Excel export icon.
3. Choose the contents which you would like to export.
4. Confirm by clicking on Export.
5. The export file is created. You can download it by clicking on the file Copy file to local PC.

Importing contents

1. Switch to the Website menu to make an import.
2. Choose the desired language version. Open the import dialog by clicking on the Upload file icon.
3. Choose the edited Excel file from the hard drive of your PC.
4. To update existing wildcards and messages, activate the “Update existing datasets” checkbox. If you want to add new text elements, while keeping the old ones as they are, make sure the checkbox is deactivated.
5. With Import the import operation will be triggered.

Editing contents externally

The exported XLS file contains the wildcards and messages of the CMS, various meta information and the empty column “new content” in which the required new texts can be entered. The following tables 15.1 and 15.2 explain the meaning of the columns in detail.

To realize your changes, please proceed as follows:

• To change existing text elements, simply enter the appropriate new text in the “new content” column.
• To create a new wildcard, add a new row and add the required data.
• To create a new notification or error message, you have to add two new rows:
  • The text type of the first row is “header”. For a message of type „error message“, you can optionally enter a header in this row.
  • The text type of the first row is “body”. It contains the message itself and is obligatory.

Table contents:

In this column, you define if the respective row contains header or body of a message.

Entry in the column “section”:

Creating Websites and Language Versions

You can create new websites as well as new individual language versions. However, their configuration and page structure must be created from scratch. Alternatively, you may copy an existing website or a selected language version, adopting the respective settings and contents. This is advisable, for example, if the copied version is to differ only slightly from the original or if you need a copy for testing purposes.

Creating a New Website

1. Switch to the Website menu.
2. Click on the + Website button.
3. Enter the name of the new website.
4. Select the appropriate functional scope.
5. Confirm by clicking on Create website.

A new website which already has a default language version will be displayed. In the default version “Standard Layout // From scratch”, however, neither are configured nor do they contain pages or templates, merely a few settings are preset by default.

Creating a New Language Version

1. Switch to the Website menu.
2. Click on + Language version.
3. Specify the website you wish to assign the new language version to.
4. Enter the name of the new language version.
5. Confirm by clicking on Create.

A new language version will be created. This language version is neither configured nor does it contain pages or templates.

Copying an Existing Website

1. Switch to the Website menu.
2. Search for the website you wish to copy. In the “Actions” column, click on the Copy website icon.
3. Enter the name of the new website.
4. Specify the existing content you wish to copy. You can copy messages, wildcards, page modules, templates and includes, form configuration, news items, FAQ, quick polls, bulletin boards, mail templates and bonus items.
5. Specify the language version you wish to copy.
6. Confirm by clicking on Create.

Copying an Existing Language Version

1. Switch to the Website menu.
2. Search for the language version you wish to copy. In the “Actions” column, click on the Copy language version icon.
3. Enter the name of the new language version.
4. Specify the existing content you wish to copy. You can copy messages, wildcards, news items, mail templates, bonus items, quick polls, page modules, templates and includes, form configuration, FAQ, forums, download sections, discussions, chats and blogs. In language versions with Social Insight Connect, the settings on the tab Facebook configuration are not copied, Social Insight Connect will be deactivated in the copy.
5. Confirm by clicking on Create.

General Settings

EFS Panel offers a wide variety of configuration options, both global options that apply to the entire panel installation and options that apply to individual websites and language versions. These features are presented in detail in the following.

Global Settings for the Entire Panel

In the Website → Global configuration menu you can define parameters that apply to the entire EFS Panel installation.

Putting a Website or Language Version Online/Offline

Using the buttons Online - Set website / language version offline and Offline - Set website / language version online, you can put the various websites and language versions online or offline.

• If a website is offline, none of its language versions are accessible to visitors.

• If a language version is offline, then it is no longer accessible to visitors.

It is not possible to put the default website and its default language version offline.

Defining Access Rights on Panel Sites or Language Versions

You can limit access to the different web sites and language versions by assigning object rights to specific user teams.

To do so, choose the desired panel site or language version and select the Set rights icon. The standard rights dialog opens, in which you can assign different teams read or write rights.

The read or write rights refer to all those website or language version specific ACL rights, which were assigned to the team in general. If the team has for example general write rights on the news functions (news_admin), then it can edit the news only for those language versions for which it has write rights.

Editing Text Elements of the CMS Externally

Key text elements of the CMS can be exported for external editing or translation. Afterwards, the changed content is imported back into EFS. External editing allows to add new text elements, too, which is particularly useful when upgrading panel installations:

• it is possible to create new text elements. This is of special importance if, after upgrading a panel to a new version of EFS, additional wildcards or messages are needed.

• It is up to you to decide if you want to add new text elements during import, or if existing texts should be updated as well.

• The export file can be imported into any language version of the installation. Thus, you can use one export file to create new text elements in several language versions.

The following text elements can be edited externally:

• Wildcards for text elements

• Notifications

• Error messages

Exporting content

1. Switch to the Website menu to make an export.

2. Choose the desired language version. Open the export dialog by clicking on the Excel export icon.

3. Choose the contents which you would like to export.

4. Confirm by clicking on Export.

5. The export file is created. You can download it by clicking on the file Copy file to local PC.

Importing contents

1. Switch to the Website menu to make an import.

2. Choose the desired language version. Open the import dialog by clicking on the Upload file icon.

3. Choose the edited Excel file from the hard drive of your PC.

4. To update existing wildcards and messages, activate the “Update existing datasets” checkbox. If you want to add new text elements, while keeping the old ones as they are, make sure the checkbox is deactivated.

5. With Import the import operation will be triggered.

Editing contents externally

The exported XLS file contains the wildcards and messages of the CMS, various meta information and the empty column “new content” in which the required new texts can be entered. The following tables 15.1 and 15.2 explain the meaning of the columns in detail.

To realize your changes, please proceed as follows:

• To change existing text elements, simply enter the appropriate new text in the “new content” column.

• To create a new wildcard, add a new row and add the required data.

• To create a new notification or error message, you have to add two new rows:

  • The text type of the first row is “header”. For a message of type „error message“, you can optionally enter a header in this row.

  • The text type of the first row is “body”. It contains the message itself and is obligatory.

Table contents:

Entry in the column “section”:

Creating Websites and Language Versions

You can create new websites as well as new individual language versions. However, their configuration and page structure must be created from scratch. Alternatively, you may copy an existing website or a selected language version, adopting the respective settings and contents. This is advisable, for example, if the copied version is to differ only slightly from the original or if you need a copy for testing purposes.

Creating a New Website

1. Switch to the Website menu.

2. Click on the + Website button.

3. Enter the name of the new website.

4. Select the appropriate functional scope.

5. Confirm by clicking on Create website.

A new website which already has a default language version will be displayed. In the default version “Standard Layout // From scratch”, however, neither are configured nor do they contain pages or templates, merely a few settings are preset by default.

Creating a New Language Version

1. Switch to the Website menu.

2. Click on + Language version.

3. Specify the website you wish to assign the new language version to.

4. Enter the name of the new language version.

5. Confirm by clicking on Create.

A new language version will be created. This language version is neither configured nor does it contain pages or templates.

Copying an Existing Website

1. Switch to the Website menu.

2. Search for the website you wish to copy. In the “Actions” column, click on the Copy website icon.

3. Enter the name of the new website.

4. Specify the existing content you wish to copy. You can copy messages, wildcards, page modules, templates and includes, form configuration, news items, FAQ, quick polls, bulletin boards, mail templates and bonus items.

5. Specify the language version you wish to copy.

6. Confirm by clicking on Create.

Copying an Existing Language Version

1. Switch to the Website menu.

2. Search for the language version you wish to copy. In the “Actions” column, click on the Copy language version icon.

3. Enter the name of the new language version.

4. Specify the existing content you wish to copy. You can copy messages, wildcards, news items, mail templates, bonus items, quick polls, page modules, templates and includes, form configuration, FAQ, forums, download sections, discussions, chats and blogs. In language versions with Social Insight Connect, the settings on the tab Facebook configuration are not copied, Social Insight Connect will be deactivated in the copy.

5. Confirm by clicking on Create.

General Settings

EFS Panel offers a wide variety of configuration options, both global options that apply to the entire panel installation and options that apply to individual websites and language versions. These features are presented in detail in the following.

Global Settings for the Entire Panel

In the Website → Global configuration menu you can define parameters that apply to the entire EFS People installation.

Global settings for all websites

Session settings

Login

From EFS 9.1 onwards: Password security

With EFS 9.1, password encryption for panels was adjusted according to most recent security standards. In addition to the features described below, this includes the following mail wildcards in the standard scope:

• #password_recovery_url#: “Reset password” link.

• #u_sec_quest#: Security question.

• #u_sec_quest_answer#: Answer to the security question.

The appropriate mail template is set in the function module.

Profiles

Performance

Locale settings

Registration

Rating settings

Tagging settings

Only with Content Search activated: Search settings

Settings for Individual Panel Websites

In the Websites menu, click on the name of the desired website.

Website settings

Login

Manually adding the "Change two-factor authentication" page module

Newly created websites that are based on a current layout (Portal (Responsive v2) and Community full scope (Responsive v2)) are already set up so that two-factor authentication can be used for them. For websites that were created before version 24.1, all required templates and placeholders were added as part of the upgrade process to the new release, but the "Change two-factor authentication" page module must be added manually.

To do this, proceed as follows:

• In the website editor, click on the "My details" page and then on + Page module.

Image Added

• Under Type, select the Change two factor authentication option.

• Under Reference name for template, enter the desired reference name.

• Under Module template, select the option func-change_2fa.

• Under Position, select the desired position for the new module.

• Click on Save.

Image Added

Adapting the template

If individual customizations have been made to the template tpl_errors_and_messages.tpl of your Panel website, it is recommended to adjust the page template. This improves the display of the success messages that are displayed at the top of the page when activating, deactivating or updating two-factor authentication. To do this, proceed as follows:

• Under Website > Website Editor, click on the Templates tab.

• Select tpl_errors_and_messages.tpl.

• Change line 3 from

<ul class="error-list list-unstyled">

to

<ul id="error-list" class="error-list list-unstyled">

• Change line 17 from

<ul id="message-list">

to

<ul id="message-list" class="message-list list-unstyled">

• Click on Save.

Activate Two-Factor Authentication for Websites with an Older Layout

Two-factor authentication has been implemented for the current Responsive layout of the Panel website. If you want to use it for websites with an older layout, you must manually add both the required templates and placeholders as well as the "Change two factor authentication" page module to your website.

Adding templates

You must add the following templates to your website:

templates/main_tfa_login.tpl

templates/main_tfa_register.tpl

templates/func_change_2fa.tpl

Proceed as follows:

• To retrieve the current code for the templates, create a new website with the current layout.

• Copy the code for templates/main_tfa_login.tpl.

Image Added

• Create a new template for your website, enter templates/main_tfa_login.tpl as the name and paste the code you have just copied.

• Repeat the process for the other two templates.

Adding placeholders

In the next step, you need to add the following wildcards:

To do this, proceed as follows:

• Call up the menu Website > Standard content > Wildcards.

• Click on Create wildcard.

Image Added

• Copy the name, content and description for the first placeholder from the table above into the corresponding fields and click Save.

• Repeat the process for all other wildcards in the table.

Adding the "Change two factor authentication" page module

In the last step, you now need to add the "Change two factor authentication" page module.

To do this, proceed as follows:

• In the website editor, click on the "My details" page and then on + Page module.

Image Added

• Under Type, select the Change two factor authentication option.

• Under Reference name for template, enter the desired reference name.

• Under Module template, select the option func-change_2fa.

• Under Position, select the After change account details option.

• Click on Save.

Image Added

Individual Language Version Settings

1. Access

Starting in Website editor, click on Website settings, then go to the tab General settings.

Output

Profiles

Surveys

Bonus points

Registration

Contact form

Locale settings

3. Debugging

Starting in Website editor, click on Website settings, then go to the tab Debugging.

4. Facebook configuration

In panels with Social Insight Connect, the Facebook tab contains the settings for the app of the language version. For details, please see the „Social Insight Connect“ manual.

Domain Mapping

Most panel websites can be accessed via several domains. In the case of a panel with several language versions, the .com domain usually refers both to the website and the language version, whereas .de refers to the German and .fr to the French language version. EFS Panel’s GUI helps you map the domain(s) to the panel site(s).

1. Clarifying domain and server configuration

There are some basic prerequisites that must first be met:

• You must be the owner of the domain, i.e. the domain must be registered in your name or in the name of someone acting on your behalf.

• The owner of the domain must ensure that the domain refers to the panel installation.

• In the configuration of the server on which the panel installation is hosted the domain must be linked to the installation.

• It is necessary to decide if access to panel websites and / or surveys should only be permitted with SSL encryption or if you want to allow both http and https access.

Our support will assist you in performing these steps.

If only one domain is to be linked to your panel installation, no further steps are required.

2. Mapping the domains if several domains are used

If you want several domains to refer to your panel, you must subsequently map the domains to the website(s)/language version(s) using the GUI.

1. To do so, switch to the Website → Global configuration → Domain mapping menu.

2. Click on Add domain.

3. Enter the first domain in the following format: www.your-domain.com.

4. Select the website or language version you wish to map to the domain.

5. Confirm by clicking on Save mapping.

Repeat these steps for all required domains.

Facebook Configuration

In panels with Social Insight Connect, the Facebook configuration menu contains settings which affect all apps on the installation. For language version-specific options, open the Edit dialog and go to the tab Settings → Facebook. For details, please see the „Social Insight Connect“ manual.

Automatic Checking of the CMS Configuration

The CMS offers a variety of functions and settings. However, users with little or no experience in setting up a panel may find it difficult to understand the relevant relationships and dependencies. These difficulties are overcome by using automated tests.

They help you identify and correct avoidable errors at an early stage.

• You can either check a complete website or a particular language version.

• Checking of a complete website always includes automatic tests of all those language versions for which you have access rights.

• Checking is performed with particular regard to frequent configuration problems that occur when setting up a new panel or a new website. Sometimes, for example, the registration page is not available as it has been activated for logged-in panelists only. Or the active panelists are unable to log in due to incorrectly configured panel statuses.

• In addition to configuration problems, security aspects are also tested, in particular the susceptibility to XSS (cross site scripting). Many users are not aware of this kind of problem and will consequently ignore them when setting up a panel.

• Messages referring to critical errors are displayed regardless of whether they pertain to the topic being tested.

Testing Websites or Language Versions

1. Choose the desired website or language version. In the “Actions” column, click on the Test website / Test language version icon.

2. Select the areas to be tested.

3. Execute the check by clicking on Perform tests.

Topics to Be Tested

The table contains further information on the various topics.

Rights for CMS Check

The CMS check is protected against unauthorized access by the “panel_cms_tests” right: You need read rights in order to see the icons, trigger a check, or view the results.