Administrator Training

Lila BronsonTraining Manager, OmniUpdate

Agenda•Administrator Overview•Controls & Configuration•Functionality•Access and Workflow Overview•LDP Asset’s Overview•Best Practices•Q&A

What is an Admin?

Level 9 and 10 - Extended Reporting

Level 10 - Configuration and Management

What is an Admin?

Site Configuration (Level 10 Only)Setting Up Users and GroupsUser Customization (e.g., Custom Toolbars)Template Control ManagementSocial Media ManagementAccount & Site Level Access SettingsWorkflow Configuration

Level 9 and 10Roles and Responsibilities

Site and User Management (9 & 10)ReportingManaging WorkflowManaging Content IntegrityDirectory and Page Access settings

Templates (8 – 10 with Source Code)Updating TemplatesConfiguring New TemplatesXSL’s

Reports Menu

Setup Menu

Content Menu

Let’s Give it a Try!

Workflow, Access, and Permissions

UsersWhat users can doDefines permissions levelsAllows assignment of additionalpermissions

GroupsWhere users can goWhat users can editBypass approver settings

WorkflowWho can publish and approve it

User Levels

Groups

Workflow

Access Settings Menu

Site

Directory

Page

Live Delivery Platform Assets

Image GalleriesFormsComments

Image GalleriesAllows for creation and managing of image galleries

Users can upload images, modify the order and provide captions

Forms

Allows for creation and managing of forms, surveys and polls

Comments

Allows for visitor interaction through discussion

Let’s Do It!

Q & A

Site Setup – Best Practices•Use Page Check/Final Check•Utilize Add-ons for in-system support•Set up Auxiliary Sites for binary files•Use file naming regular expressions (regex)•Plan out binary file management

- Where should images/docs be stored?•Limit access to the root•Use specific Template Groups•Utilize Assets for global elements•Limit source code access/use custom toolbars•Utilize reporting for configuration and maintenance

Q & A

Don’t Forget To Take Our Survey!

outc15.com/surveys

Thank You!