Configuring and Managing Websites and Language Versions

Configuring and Managing Websites and Language Versions

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.



Information

We recommend that you create and display a replacement page with an error or maintenance message, for example, if you deactivate a website or language version.



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.





Information

You can assign rights to News and FAQ, the menus containing community features, forms etc. in specific languages to user teams, without granting them access to the website editor. This is of special importance if you want to delegate community management to users who are not familiar with the website editor.

To realize such a constellation, you have to combine

  • Write rights for “mod_panelsite”, which grants access to the Website module,

  • Rights for those language versions and corresponding parent websites which the team is supposed to manage,

  • ACL rights for the respective menus

and abstain from granting read or write rights on “panel_cms”.



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



Information

Registration messages, topics, HTML page titles and other text elements are currently not covered by the export function.



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.



Information

Caution: A frequently made mistake is to change the text in the “content” column. New text must be entered in the “new content” column.



Table contents:

Column

Meaning

Column

Meaning

section

Indicates which type of content it is.

identifier

Number or name of each text element.

text type

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

language

Language version’s abbreviation.

content

The previous content of each text element. Do not change!

new content

Text changes or new texts are entered into this column.

status

Indicates the status of the editing process.

Entry in the column “section”:

Entry in the column “section”

Meaning

Entry in the column “section”

Meaning

placeholders

Wildcards for text elements.

errors

Error messages.

messages

Notifications.



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.



Information

Please note: Copying of websites and language versions is only possible within the same installation. An export / import function that would allow a transfer from one installation to another is not available.

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.



Information

Please note:

  • At least one language version must be copied.

  • Results from quick polls, contributions to forums, discussions and chats, blogs and download files are not copied.

  • The counter registering the hits for news items is reset during copying.

  • Social Insight Connect: The settings on the language version-specific tab Facebook configuration are not copied, Social Insight Connect will be deactivated in the copy.

 

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

Description

Explanation

Description

Explanation

Global redirection URL for all websites

Occasionally, clients may want to use the panelists administration of EFS People and conduct their surveys with EFS People while using an external website as their panel’s address.

In this case, the global redirection allows you to redirect all traffic from websites of the specific panel installation to your desired alternative domain.

  • The panel websites will be de facto inaccessible.

  • Panel surveys and master data survey, however, will remain accessible.

Select whether a header with X-Frame-Options should be sent to the client

Today, almost any browser makes it possible for web applications to sent a HTTP header „X-Frame-Options“ which declares to the browser if a certain website is allowed to be shown in a frame or not.

Possible value options are:

  • „Do not send“: By mentioned default value the header is not sent, which effectively leads to a permission of framing.

  • „Deny“: The header is sent and will prevent any framing.

  • „Sameorigin“: The header is sent and will allow framing only by website of the same domain.

Session settings

Description

Explanation

Preallocation in the standard panel

Description

Explanation

Preallocation in the standard panel

Name of the session cookie

The cookie is set by the panel.

panel-session

Length of panel session validity (in seconds)

In this field, you can set the session period for panel visits.

3600

Cookie type to be used when the panel website is visited

You have the option not to place cookies when your website is visited.

The following options are available:

  • Use normal cookies: These are the conventionally used cookies. They can be read by HTTP or Javascript.

  • Use HTTP-only cookies: These cookies were also available in earlier versions of EFS. They can be read by HTTP but not by Javascript. Therefore this setting provides a higher degree of security. Browserbased scripts cannot access the cookie data.

  • Do not use cookies: When using this option, authentication is done via the SES parameter in the URL or via HTTP POST data.

The “HTTP-only cookies” option is preset on new installations.

Please note: The described settings only apply to the panel website.

  • The cookie settings for EFS surveys are set in the respective project.

  • The cookie settings for the EFS installation itself are configured by  our support. On new installations, HTTP-only cookies are used per default.

Use HTTP-only cookies

Mode to determine the language version

When a visitor navigates to the panel website, EFS will automatically try to determine and to open the most appropriate language version. It is up to you to decide which procedure is to be employed:

  • Domain name is used only if language version was not previously determined: This is the default setting reflecting conventional behavior where the system first tries to evaluate information from previous visits (session, cookies) and request parameters. The domain name that is called up serves as a fallback.

  • Always use domain name: When this option is selected, the system will first check whether the domain name being used is assigned to a particular language version of the CMS. If so, this language version will be used. Otherwise, the older algorithm will be used as a fallback.

Example:
A website visitor has visited the French version (www.example.fr) of the website. Now he enters the domain name of the English version (www.example.co.uk).

  • When set to default, EFS will analyze his session or cookie settings to find out that he already visited the French version
    before, and consequently display the French version.

  • If the second option has been selected, the explicitly requested English version will be displayed.

Domain name is only used if language version was not previously detected

Session parameter handling

If the session parameter is not automatically appended to URLs, the panel will only work with cookies enabled.

Append session parameter automatically to URLs

Login

Description

Explanation

Preallocation in the standard panel

Description

Explanation

Preallocation in the standard panel

Panel login is possible for panelists with the following panel statuses

With this option you can define the statuses under which the panelists are allowed to log in.

For example, you may allow a temporarily admitted candidate to already log in.

If all panel statuses are deselected, the internal website areas become inaccessible while surveys remain accessible irrespective of the website.

Please note: The panel statuses are not website-specific, but all panelists are described by the same panel statuses. Therefore, the selected setting will apply to all websites of the panel installation.

It is possible for all panelists to log in with the exception of those with a “deleted” status and those with user-defined statuses.

Participation in panel surveys is possible for panelists with the following panel statuses

With this option you can define the status under which the panelists are allowed to participate in panel surveys (given that they belong to an appropriate sample, of course).



Participation in master data surveys is possible for panelists with the following panel statuses

With this option you can define the status under which the panelists are allowed to participate in master data surveys (given that they belong to an appropriate sample, of course).



Direct panelists to the website/language version they´ve been assigned to after login

This setting ensures that when logging in, panelists will be directed to the website/language version they are assigned to.

Please mind: This option influences the behavior of the system during the login process, it does not control access to language versions in general. If you want to control access to specific pages, please go to the Page configuration tab and restrict access to appropriate panelist groups.

No

Activate brute force login protection

This option activates the brute force protection for the panelists’ personal area. Brute force protection is activated, once the panelist has reached the defined number of failed login attempts. The panelist account is then deactivated for the set amount of time, and an error message is displayed to the panelist upon each new login attempt during that time. New login attempts during the deactivation phase will not extend the duration of deactivation, and they will not be counted as additional failed login attempts.



Brute force account deactivation time (in seconds)

In this field, you specify for how long the panelist accounts are to be suspended upon triggering the brute force protection.

Please note:

  • The messages "brute_force" and "brute_forced", used in case of a suspension, can be edited in the Website → Standard content → Messages menu.

  • Manual reactivation ahead of time is not possible.



Number of allowed failed login attempts

In this field, you specify how many failed attempts are allowed. If the specified number is exceeded, the respective panelist account will be suspended.



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.

Description

Explanation

Description

Explanation

Activate change log

In the period specified (see below), the password can be changed only once.

Password change timeout

see above

Prevent re-use

In the period specified (see below), a password cannot be used again.

Re-use interval

see above

Validity period for the “Reset password” link

After the period specified, the “Reset password” link will not be valid anymore.

Activate security question

Optionally, a security question can be used.

  • If you want to use this feature, please add appropriate entry fields and check expressions to the forms Registration form and Change account data.

  • Dedicated participant variables “u_sec_quest” and “u_sec_quest_answer” (newly introduced with EFS 9.1) allow to store security question and answer.

  • More information and a detailed description can be found here.

Activate brute force protection

This option activates brute force protection dedicated to the answering of the security question. If the security question is entered wrong too many times, this feature will temporarily disable the panelist account. Find more information on this topic above under "Activate brute force login protection".

Brute force account deactivation time (in seconds)

In this field, you specify for how long the panelist accounts are to be suspended upon triggering the brute force protection via the security question.

Please note:

  • The messages "brute_force" and "brute_forced", used in case of a suspension, can be edited in the Website → Standard content → Messages menu.

  • Manual reactivation ahead of time is not possible.

Number of allowed failed login attempts

In this field, you specify how many failed attempts are allowed for answering the security question. If the specified number is exceeded, the respective panelist account will be suspended.

Profiles

Description

Explanation

Description

Explanation

Master data group 1 to 5

Optionally, the visibility of master data may be made configurable.

In order to keep the profile settings form clearly structured despite large numbers of master data variables, these variables are grouped. The panelists can then define the visibility for each group.

In this section you can assemble the groups. Use the Ctrl or Shift keys to select multiple variables for each group.

Performance

Description

Explanation

Preallocation in the standard panel

Description

Explanation

Preallocation in the standard panel

Time period that should be taken into account when calculating “panelists online” (in seconds)



600

Only logged-in panelists should be taken into account for calculating “panelists online”



No

Locale settings

Description

Explanation

Preallocation in the standard panel

Description

Explanation

Preallocation in the standard panel

First day of week

Sunday or monday can be selected. From EFS 8.2, you can choose any day of the week.

The setting affects the calculation of the upper limit of friends to be recruited per week and the display of the survey of the week, as long as you do not select another day for a specific language version.

Monday

Time zone for data display on panel pages



Europe/Paris

Registration

Description

Explanation

Description

Explanation

URL parameters taken into account when checking for invite keys (comma separated)



Rating settings

Description

Explanation

Description

Explanation

Rating scale

Various scales are available for community rating functions.

Panelists are allowed to change their ratings

In this field, you can specify whether the panelists are allowed to subsequently change their ratings.

From EFS 10.3: Panelists are allowed to revoke their ratings

In this field, you can specify whether the panelists are allowed to revoke their ratings.

Tagging settings

Description

Explanation

Description

Explanation

Maximum number of tags per post per panelist

See Chapter "Tagging and Categorization of Community Content".

Maximum number of user tags per panelist per language version

see above

Maximum number of tags per minute

see above

Minimum length of tags

see above

Auto-tag hashtags in posts

see above

Only with Content Search activated: Search settings

Description

Explanation

Description

Explanation

Modules available in search

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