HOW TO UPDATE YOUR USER PREFERENCES

When you were added as a WebSite Director (WSD) user, the WSD user interface, and the online editor and view/preview options, were assigned based on the system defaults set by your User Administrator . You can use your User Preferences screen to change these options, and to select and download the latest WYSIWYG editor.

This document will guide you through the steps required to change your User Preferences. The User Preferences screen also provides a Help screen to guide you through these changes.

How to Update Your User Preferences

  1. Log on to WSD using your WSD User Name and Password.
    • The Application Desktop displays the USER PREFERENCES button or icon  at the top page.
  1. Click the USER PREFERENCES button or icon to display your User Preferences screen.
  1. Make your changes as discussed below, then click Save Preferences to return to the Application Desktop.

Options on the User Preferences Screen

User Interface

Masthead

This selection allows you to specify the type of masthead that will be used on WSD screens: Browser = table-driven; Explorer = icon-driven. Explorer Masthead with Browser Navigation style (see User Interface - Navigation below), the icons displayed in the Masthead will be: Return to Home Page, User Preferences, Icon Key, About, Tutorial, and Help. Note: Other icons, representing System Administration, User Administration, and System Reports may also be displayed, based on your permissions.

Menus This selection allows you to specify whether the Menu Bar and Tool Bar are to be included on Explorer mastheads: None = the Menu Bar and Tool Bar will not be displayed; Java = the Menu Bar and Tool Bar will be displayed. These menus are not available for the Browser masthead.
Navigation This selection allows you to specify the type of navigation display that will be used on WSD screens: Browser = table-driven; Explorer = icon-driven - only used with the Explorer masthead.
Buttons on This selection allows you to specify the location of the function buttons on the WSD processing screens: Left Side or Right Side of the screen.
Background Color This selection allows you to assign either gray or blue as the background color for the tables on the WSD processing screens.Note:These selections are only displayed when "User Interface-Menu" is set to "None".
Background Fill This selection allows you to specify the background fill for the tables in the WSD processing screens: Stripe or Block. Note: If you use the Explorer masthead (see above) you must use the Block Background Fill.
Windows

This selection allows you to specify whether WSD is to use Single or Multiple pop-up windows for selected functions on WSD processing screens.

  • Single - WSD displays function screens within a single browser thread or window. Using this setting, you will not be able to work on more than one function at a time. 
  • Multiple – With this setting, WSD opens multiple browser windows, one per function thread, allowing you to work on many different WSD functions at the same time.
Buttons Default selection is Image , where WSD selection buttons are downloaded as .gif images. If slow network/Internet connections cause a delay displaying graphic buttons, you may select HTML to have WSD submit them as embedded HTML text in the page content.
Return/Cancel Default selection is JavaScript . If you are experiencing "This page cannot be displayed" errors while navigating within WSD, your browser's caching function is not working properly, and you should select HTML .
Show This selection allows you to Show or Hide the Menu Bar, the Tool Bar, or both when using the Explorer Masthead with "User Interface- Menu" set to "Java."   Note: You may also Show and Hide these tool bars on the Application Desktop or function screens by selecting the Hid or Unhide icon on the left side of each bar.
Screen Colors

This selection allows you to specify colors for the following components of your WSD screens: Masthead Background, Menu/Toolbar Background, Field Background, Error Windows and Screen Background.  Note:These selections are only available when Menus= Java.

To select your preferred colors for these components, click the applicable heading and select the color from the "Select ... Color" window that displays.

WYSIWYG Editor

Edit Online Default This selection allows you to specify whether WSD uses the WYSIWYG Editor or the HTML Text Editor as the default editor for creating and editing online. Note: This selection is only displayed if you have been given BOTH "HTML/Text" AND "WYSIWYG" Editing permission by your User Administrator.
EditLive! Image List This selection allows you to specify whether WSD is to use Links or Inline images with EditLive!.
  • Links - Displays a list of links for images in the directory specified in System Configuration. You may also navigate to a specific web location and capture images. 
  • Inline - Displays a list of  images in the directory specified in System Configuration. You may also navigate to a specific web location and capture images.

Note: This selection is only displayed if you have been given "WYSIWYG" Editing permission by your User Administrator.

Editor This selection allows you to specify which WYSIWYG editor users may use to create/edit documents and templates online. 
  • EditLive! - Select the "Download EditLive!" link to download the install package. To install this WYSIWYG editor, double-click on the install package. EditLive! Will install as a plug-in for Netscape Navigator, and an ActiveX control for Microsoft Internet Explorer. Note: For Microsoft Internet Explorer only, and EditLive! is not currently installed, it will download/install automatically the first time you attempt to create/edit a request using EditLive! as your WYSIWYG editor. If EditLive! is installed, and there is a newer version than your installed version, EditLive! will download and install the new version when you access the WYSIWYG editor function. 
  • eWebEditPro - Select the "Download EditLive!" link to download the install package. To install this WYSIWYG editor, double-click on the install package. You must contact Ektron at http://www.ektron.com to arrange for your eWebEditPro license. Note: For Microsoft Internet Explorer only, and eWebEditPro is not currently installed, it will download/install automatically the first time you attempt to create/edit a request using eWebEditPro as your WYSIWYG editor. If eWebEditPro is installed, and there is a newer version than your installed version, eWebEditPro will download and install the new version when you access the WYSIWYG editor function. 

Note: This selection is only displayed if your site owner has licensed both WYSIWYG editors and you have been given "WYSIWYG" Editing permission by your User Administrator.

EDITLIVE! Filter Options

This section allows you to set options that allow users to cleanup and format the output from the editor, based on the filter options that you set. Note: The selections below are only valid if the EditLive! WYSIWYG editor is installed, and your Use Permissions include "WYSIWYG Editing Allowed" and "EditLive! Filter Access" (assigned by the User Administrator on the User Permissions screen).

Filtering
radio buttons
This selection allows you to turn EditLive! filtering ON or OFF. Note: Filtering must be ON for the remaining options to be performed.

Convert Font Styles
checkbox
When selected, allows you to specify that presentation tags (e.g. font, bold, italic, underline) in the HTML source code are to be converted to style rules when the EditLive! contents are retrieved.  This function can only be performed when Filtering is set to On.

Indent Tags
checkbox
When selected, allows you to specify that relevant tags in the HTML source code should be indented to make the code more readable when the EditLive! contents are retrieved.  This function can only be performed when Filtering is set to On.

Format Source
checkbox

 When selected, allows you to specify that the HTML source code is to be rendered into a more readable format when the EditLive! contents are retrieved.  This function can only be performed when Filtering is set to On.

Remove Optional Tags
checkbox
When selected, allows you to specify that extraneous tags should be removed from the HTML source code when the EditLive! contents is retrieved.  This function can only be performed when Filtering is set to On.

XHTML Compliant
checkbox
When selected, allows you to specify that the HTML source code is to be output as XHTML when the EditLive! contents are retrieved.  This function can only be performed when Filtering is set to On.

XML Compliant
checkbox

 When selected, indicates that the HTML source code is output as XML when the EditLive! contents are retrieved.  This function can only be performed when Filtering is set to On.

Format Attribute Case
radio buttons

 Allows you to select the applicable case for attribute names (e.g. color, border, name) in the HTML source code when the EditLive! contents are retrieved.  This function can only be performed when Filtering is set to On.

Format Tag Case
radio buttons
Allows you to select the applicable case for tag names, such as BODY and FONT, when the EditLive! contents are retrieved.  This function can only be performed when Filtering is set to On.

Wrap Line Length
data entry box
Type the line length to be used to wrap the HTML source code when the EditLive! contents are retrieved; "0" = no wrap.  This function can only be performed when Filtering is set to On.

Translate Special Characters
radio buttons
Select the applicable radio button(s) to indicate that special characters inserted into EditLive! are to be translated to correct HTML notation in the HTML source code when the EditLive! contents are retrieved.  This function can only be performed when Filtering is set to On. Possible values:
  • ASCII Normal - Will not transform any characters with an ASCII value of greater than 127 to character entities.
  • ASCII Extended -  Will transform all characters with an ASCII value of greater than 127 to character entities.
  • Latin Extended -  Will transform all characters with an ASCII value of greater than 255 to character entities.  It will not transform characters with an ASCII value of between 127 and 255.
  • All - Will transform all characters with an ASCII value greater than 127 to character entities as well as quote marks, ampersands and extra spaces.

WSD View/Preview Options

Submission Documents List Number of Rows Allows you to specify the number of rows in the Submit New Request list.
Current Requests List Number of Rows Allows you to specify the number of rows in the request window for each workflow stage.
Edit Online Number of Rows Allows you to specify the number of rows in the text editor window.
Edit Online Number of Columns Allows you to specify the number of columns in the text editor window.
Comments Window Number of Rows Allows you to specify the number of rows in the comments window.
Comments Window Number of Columns Allows you to specify the number of columns in the comments window.
Screen Width (in pixels) Allows you to specify the width of the WSD screen in pixels. Note: If your site uses long directory and/or filenames, this width needs to be set to the maximum width to minimize filename truncation.
Compare View Width (in pixels) Allows you to specify the total width of the view window for the Compare with Published "View Request" function. If the Compare View is Horizontal (see below), both views will display in the width specified here. Note: If you do not specify a width, WSD will use the maximum width available on your display monitor.
Compare View Allows you to specify whether the Compare View windows should display as follows:
  • Horizontal: display side by side with the published version on the left. 
  • Vertical: display one over the other with the published version on the top. 
View/Preview Window Options checkboxes Allows you to select or de-select  the following options: Show Toolbar, Show Location, Show Directory Buttons, Show Status Bar, Show Menu Bar. Note: We recommend you use fewer options in the preview window than you do in your normal browser window. This allows you to easily tell the difference between a preview and regular browser windows, minimizing the risk of accidentally closing the wrong one and losing information.
 

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