Table of Contents

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   3

Managing Your User Account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Making Social Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  19

The ControlBar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   30

Building a Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   35

Adding Site Content . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  86

Admin Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   291

Building Multi-Language Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   447

Content Localization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  453

Common Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   491

Appendix A: RibbonBar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  518

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .   528
Introduction
This manual has been written to provide site visitors, editors and Administrators with step-by-
step tutorials on using, building and maintaining websites using DNN Platform 8.0.0. A sep-
arate manual that provides developers, hosting providers and Super Users with step-by-step
tutorials on installing, configuring and maintaining one or more websites using DNN Platform
can be downloaded from http://www.dnnsoftware.com/Community/Download/Manuals. Addi-
tional manuals for Evoq Engage and Evoq Content can be accessed from the Customer Sup-
port Network.

DNN is a world leading open source portal and content management framework, adopted by
thousands of organizations worldwide. Typically, portals provide a single web front-end to the
many applications within an organization. For example, it may present critical information from
the HR, Finance, Marketing, and Customer Service all from one website. Connected backend
systems also provide businesses with the opportunity to combine information and more easily
assist.
Managing Your User Account
Site visitors can create a user account that provides them with the ability to manage their user
profile, contribute site content and interact with other site members. See "User Account Man-
agement" for details on creating and managing users, roles and site login.

Signing up for a User Account

Visitors can sign up to become registered site user by clicking the Register link located at the
top of all pages.

Visitors can then complete the basic sign up form and complete their registration. Registration
may also require additional information such names, address details, contact details or a secur-
ity code. Some sites also require visitors to provide a unique user name, display name and/or
email address. Once the registration form is submitted the application may require author-
ization from an Administrator or the account may be automatically activated and the user will be
logged in straight away. Email address verification may be required to complete registration
and access restricted content.
Alternatively, visitors may be able to login using an existing Facebook, Google, Windows Live
or Twitter account. See "Logging in with External Accounts".

Related Topics:

l See "Completing a User Profile"

l See "Configuring a Custom Registration Form"
l See "Configuring the Standard Registration Form"

Logging into a Site

Registered users can login to access and manage their user profile, and view restricted content
and perform any site management tasks they have been granted access to undertake. This
topic covers the minimum information required to login, however additional information such as
name, address details and contact details may be required on some sites.

To login to a site, click the Login link and enter your username and password. The "Remember
Login" option can be selected to retain login credentials for 24 hours. Because this feature adds
a cookie to the computer of the current user it will only work on that computer.
First time users may need to verify their email to complete the registration process. Once
logged into the site, users can click on their Display Name to complete their profile and view
messages and notifications.

Related Topics:

l See "Configuring Default Authentication"

l See "Login Settings"

Logging in with External Accounts

Visitors can register and sign onto a DNN site using their existing Facebook, Google, Windows
Live or Twitter account. This makes it easier than ever for customers and prospects to par-
ticipate in an online community. Users who are already logged into their Facebook, Windows
Live or Twitter accounts will be automatically logged into the DNN site once they click the
related login/sign in button on DNN. Facebook allows visitors to create Facebook account dur-
ing login and enables users to determine which user groups can view posts created on the
DNN site. E.g. Everyone, Friends (the default setting), Only Me, Custom, Close Friends, Fam-
ily, etc.

Related Topics:

l See "Configuring External Authentication"

Logging Out of a Site

Users can logout of a site by clicking the Logout link that is typically located in the top right
corner of each page. Logging out will forget any login credentials that have been saved. Altern-
atively, users simply close the Web browser to exit the site and remain logged in next time if the
"Remember Me" setting has been enabled.

Resetting Your Password

Users who forget their password can clicking the Reset Password button on the login win-
dow.
Users can then enter their user name and request that a password reset link be sent to the
email address associated with the user account.

Note: The "Reset Password option is currently unavailable" message may display if the mail
server is not working. Administrators should contact a Super User to check SMTP Settings for
this site.

Profile Management

Changing a Password

Users can update their password and view password expiry and last changed details via the
Manage Account tab of their profile.
Completing a User Profile

Users can add and manage the personal details displayed on their profile including their name,
contact details, biography, photo, time zone and preferred locale based on the cultures (lan-
guages) enabled on the site (See "Enabling a Language"). Contact information supplied for
Twitter and Facebook is automatically captured when a user logs in with their Twitter or Face-
book account, however it is only visible to Administrators by default. Users can manage the pri-

vacy of each profile field by modifying the Visibility setting. In the default setup, all name

fields and the user photo are publicly visible and all other fields only visible to Administrators.
The Friends and Groups visibility setting that restricts visibility to the friends and social group
members can be further refined to friends and/or followers. Note: Administrators can add and
modify profile fields. See "Adding a New Profile Property" and See "Configuring Profile Set-
tings".

Managing Notifications

Users are notified of events such friend requests and can quickly view and respond to each noti-
fication message by clicking the Check Notifications button which indicates the number of
new notifications. Users can choose to Accept or Dismiss friend requests and/or choose to Fol-
low Back these users. Individual or all notifications can be dismissed.
Related Topics:

l See "Connecting with Members"

Managing Your User Account

Users can modify their user account and view account details via the Manage Account tab of
their profile. Here users can modify their display name, email address and their profile URL.
The Profile URL text box displays the direct URL to this user profile. Users can change this
default URL one time to a more personal URL.
Managing Account Details

E.g. entering "lizzy" will allow others to view this profile using the URL http://www.-
domain.com/users/lizzy.

Updated Profile URL

Managing Communications

Users can view and unsubscribe to file update notifications and set the delivery schedule for
their notification emails via the Communications tab of their account.

Managing Member Services

Users can subscribe to or unsubscribe from member services via the Manage Services tab of
their profile. Subscription can be made by clicking the Subscribe button beside a listed service
or by entering the RSVP Code provided. Administrators can also provide users with an
"RSVP" link that allows them to subscribe to a member's service. This can be done by logging
into the site and entering the RSVP link into the Address window or the Web browser, or click-
ing on the RSVP link supplied in an email message. E.g. http//www.-
domain.com/Default.aspx?rsvp=rsvpcode&portalid=0. Users gain immediate access
subscriber content however they may need to refresh (Ctrl+5) the site or logout and login to
gain access.

Connecting with Friends and Followers

Users can remove friends and stop following the activities of other users on the Friends page of
their profile. These connections are made using the Member Directory. See "Connecting with
Members".
Unregistering a User Account

Users can unregister their account via the Manage Account tab of their profile. This logs the
user out of the site, closes the user account, removes access to all non-public areas and sends
confirmation emails to the user and the Primary Administrator.

Working with Content

Changing the Site Language

Site visitors can change the site language by clicking on the related country flag icon which are
visible on multi-language sites. This changes the language of the DNN application, including
areas such as search box and user profile fields, and any translated site content. Translators
can view unpublished languages which they are authorized to translate. Administrators and
Super Users can view all unpublished cultures. Tip: The default language flag is displayed on
the far left.
Printing Content

Module content can be displayed in a print friendly format by selecting Manage > Print

from the module actions menu. This option may not be available for all content. See "Con-
figuring Basic Page Settings for Modules" to enable content printing for a single module.
Searching the Site

Users can perform content, image and file searches for the current language using the default
search box displayed in the top right corner of each page. Search results include the top five
results and provide an option to click the "See More Results" link or the Search  button to go

to Search Results page to view additional results and configure additional advanced options.
See "Performing an Advanced Search".

Subscribing to Syndicated Content

Users can subscribe to syndicated content by selecting Manage > Syndicate from the

module actions menu.

This displays the XML code for the module content. The URL displayed in the Address bar
from the Web browser can be copied and used to create a news feed. Alternatively, click the
"Subscribe to this feed" link to subscribe.

See "Configuring Basic Page Settings for Modules" to enable RSS feeds for a module.
Making Social Connections
DNN Platform allows site members to connect and communicate with other site members or
groups of members with shared interests using the Member Directory, Message Center,
Journal and Social Groups modules. Tip: The Links module can be configured to display a list
of friendships. See "Displaying Friend Links".

Member Directory

Searching for Members

The Member Directory includes basic searching by user name, first name, last name or role.
Advanced searching can be performed on display name, email address, city and/or country.

Connecting with Members

The Member Directory allows members to manage their social relationships with each other.
Members can send and accept friend requests; remove friendships; follow/unfollow members
and social groups, and send messages to members and non-members.
Message Centre

Viewing Messages

Users can view messages on the user profile page (pictured below) or using a standalone Mes-

sage Center by clicking the Check Messages button displayed in the top right corner of

each page and then clicking on a message title to read it in full. The latest messages for the
selected folder will be displayed and more messages can be loaded. If the required message
can't be found in the Inbox, then search inside the "Sent" or "Archived" areas.
Composing Messages

Users can compose messages to one another by clicking the Check Messages button

displayed in the top right corner of each page and then clicking the Compose New Message
button or link. Recipients are added by entering an individual's user name, first name or last
name or by entering a role name to send the message to all role members.
Replying to Messages

User can reply to messages by hovering over message and clicking the "Reply" link that is
revealed, or by entering a reply into the message text box that is displayed when viewing the
message in full.
Archiving Messages

Users can archive messages to remove them from the Inbox of their Message Center.
Deleting Messages

Archived messages can be permanently deleted from the Message Center by hovering the
mouse over the message and clicking the Delete link that is revealed.
Journal

Adding Journal Entries

Users can add journal entries via their User Profile area and Administrators can add an entry
into any user's journal. Entries can include mentions to friends and followed users by entering
@ followed by the first name, last name or user name of the user and then selecting the correct
user from the list of matches. Users are notified when they are mentioned in a journal entry.
Mentioning a Friend in a Journal Entry

An attachment (either a photo or a file) can be added to entries. Photo attachments are dis-
played below the entry and are scaled up or down to a standard width of 250 pixels. File attach-
ments display as a File   icon above the linked file name. Once the file has been selected a
File icon displays indicating the file is successfully attached. A different image or attachment

can be selected at this point or click the Delete button displayed beside an image or attachment
to remove it from the entry.

Entries are shared with everyone who can see the journal by default however this audience
can be restricted by clicking the Share button and choosing to only share the entry with com-

munity members (users who are logged into the site), friends, or making it a private entry that
can only be viewed by the individual user and is not even viewable by Administrators or Super
Users.
Posting a Journal Entry

Deleting Journal Entries

Users can delete their own journal entries by hovering over the entry to be deleted and clicking
on the Delete button that is revealed. Administrators can delete any entry.
Social Groups

Joining a Social Group

Users can join public social groups to view journal entries posted to the group and to view the
profiles of other group members using the Member Directory. Group membership may be gran-
ted immediately or users will receive notification when their request is processed.

Adding a Social Group Journal Entry

Users can add journal entries to social groups. Entries can be made visible to everyone who
can view the group, group members or only the user's friends. See "Connecting with Mem-
bers".
Leaving a Social Group

Group members can leave a social group. This removes the user's membership privileged and
removes them from the related security role.
The ControlBar
DNN comes with a choice of two Control Panels, the default ControlBar and the RibbonBar
(See "The Admin Menu") that enable Content Editors (optional), Page Editors, Administrators
and Super Users to access a range of page management tools and site administrative tasks.

The ControlBar displayed above the site provides users with site editing rights access to site
management tools. Users who have been granted Edit Page permissions can view the Mod-
ules, Pages and Edit Pages menus. Administrators and Super Users can also view the Admin,
Tools and Help menus. The Edit Page menu allows users to change the view of the page, and
access the page settings etc. In addition, the ControlBar can optionally be displayed to module
editors to provide them with a visual clue when they can edit the current page.

The ControlBar as it is displayed to users with different editing permissions:

The ControlBar as displayed to Administrators

The Admin Menu

Administrators can click on the Admin link to go to the Admin Console See "Admin Pages"- OR
- Mouse over the Admin link to view the drop down Admin menu and then select the desired
function. Functions are grouped together beneath two tabs, called "Common Settings" and
"Advanced Settings", which are displayed down the left side of this drop down menu.

The ControlBar Admin Menu (Common Settings)

A third tab called "Bookmarked Settings" displays pages that have been bookmarked by the
current Administrator. Bookmarks are added by clicking the Add to Bookmarks button that is
displayed when the mouse hovered over a page.

The Tools Menu

The Tools menu allows translators to switch the language of the DNN user interface to their
preferred language and still use a different language for the interface. For example, a user
could edit the content in Chinese using an English interface. It also allows Administrators to
upload site files.

The ControlBar Tools menu displayed to Administrators

The Help Menu

The ControlBar Help menu

The help menu provides Administrators with access to Online Help. New DNN installations
also include the Getting Started option that provides access to useful resources including video
tutorials, links to personalizing the site and more.

The Modules Menu

The Modules menu allows Page Editors and Administrators to add new (See "Adding a New
Module") and existing modules (See "Adding an Existing Module") to the current site page.

The ControlBar Modules menu as displayed to Administrators

The Pages Menu

Page Editors can access a wide range of page management tools using the Pages and Edit
Page menus of the ControlBar. On the Pages menu they can add (See "Adding a New Page"),
copy (See "Copying a Page") and import pages. See "Importing a Page"

The Edit Page menu allows Page Editors to edit the current page, all site pages or view the site
in layout.

The two Pages Menus of the ControlBar

Edit Page Menu:

l Edit This Page / Close Edit Mode: Select to enable or disable module editing on the
current the page by exposing the module action menus.
l Stay in Edit Mode: Mark  the check box to change to and stay in Edit Mode for all site

pages.
l View in Layout Mode: Mark  the check box to view the page in Layout Mode. Layout

Mode displays the layout of the theme that is applied to the page and shows the location
of modules on the page however only the title and module actions menu of each module
is shown and module content is hidden. This view allows users to quickly view and
change the location of modules on the page. This view is also helpful when a module
must be deleted or moved but the module action menu cannot be accessed when the
content is displayed.
l Mobile Preview: Find out how the current page will be displayed on a variety of mobile
devices in portrait or landscape orientation. Screen dimensions defined for the selected
device profile can be shown on the preview. Enable device detection to apply any redir-
ection rules that have been created. This will simulate the device experience and display
the redirected page in the preview. If this option is disabled the preview will only show
the current page in the defined aspect ratio. The list of mobile device profiles are man-
aged via the Admin > Device Preview Management page.
l Page Settings: Opens the Page Settings page for the current page. The Permissions
tab is only display to user with Full Control. See "Setting Page Details" and See "Con-
figuring Advanced Page Settings"
l Page Appearance: Displays the Appearance Settings for the current page. See "Con-
figuring Advanced Page Settings"
l Page Localization: Displays the Localization Settings for the current page. This option
is only displayed when content localization is enabled on the site and is displayed to trans-
lators. See "Enabling Localized Content"
l Page Permissions: Displays the Permissions for the current page. See "Setting Page
Permissions"
l Export Page: Link to export a page. See "Exporting a Page"
l Delete Page: Select to delete current page. See "Deleting a Page"
 l Make Private/Make Public: Switches the current page from visible or hidden from the
public. See "Making a Page Public or Private"

The Users Menu

The Users menu provides Administrators with quick access to add and manage users and
roles. See "User Accounts" and See "Security Roles".
Building a Site
This section details how to add pages and modules to create the structure of the site. Before
beginning, a quick way to configure the basic settings for this site, change the site design and
apply a template is to use the Site Wizard (See "Site Wizard") It could also be useful to find out
more about restricting access to view certain site pages and content, See "Understanding Role
Based Access".

Adding and Managing Pages

DNN sites are built by adding one or more pages to the site and then adding content (using
modules) to each page.

l See "Adding a New Page"

l To add and manage multiple pages and perform other page management tasks. See
"Page Management".

Adding and Managing Modules

DNN uses a modular design system to display content on a page. One or more modules are
added to each site page to create and manage the site content. There are many different types
of modules, each managing a different type of site content or site administrative task.

l See "Adding a New Module"

l See "Adding an Existing Module"

The most commonly used module is the HTML module (typically titled Text/HTML) that allows
users display rich text, HTML, images, flash or can perform a script. See "HTML".

Adding and Managing Pages

DNN sites are created by adding one or more pages and then adding modules that display con-
tent onto those pages. Administrator, Super Users and user with Add permissions can add
pages. Pages can be added by clicking Add New Page in the Pages menu of the ControlBar or

via the Admin >  Page Management page. See "Page Management".
Adding a New Page

Page Editors and Administrators can add new site pages by selecting "Add New Page" from
the Pages menu of the ControlBar.

Page Name is the only required field however it is recommended that all other optional page
details are set for the page (See "Setting Page Details"). Accepting the default settings will add
a neutral language page to the right of the original page. Pages added in this way are only vis-
ible to Administrators which allows content to be added to the page before it is visible to other
users. Note: If a maximum number of pages have been set for the site, the Add Page button
will be disabled when that maximum is reached. Page Editors should contact a Super User to
allow more site pages.

Page Editors may choose to modify the roles who can view and manage this page. If users can
add new pages but aren't granted access to manage page permissions then the newly added
pages will inherit permissions from the parent page. See "Setting Page Permissions"

Page Editors can also complete any of the optional advanced page settings (See "Configuring
Advanced Page Settings"). The Localization section, which only displays when content loc-
ation is enabled, should also be completed. See "Localization Settings for New Pages".

Related Topics:

l See "Adding Multiple Pages"

l See "Adding a Page to a Multi-Language Site"

Viewing Any Page

Users can view more site pages using the site menu or by clicking on a link to the page that can
be created using the Links module (See "Setting a Page Link"). Administrators can view hidden
pages via the Admin > Page Management page. See "Viewing any Page".
Copying a Page

A site page can be copied and added as a new page by selecting "Copy Page" from the Pages
menu of the ControlBar. Users can specify which modules will be copied and can change the
current title of each module if required. Modules can be copied as "New" without content; as a
"Copy" with an independent copy of the content; or "Reference" which shares content between
the new and original module. Note: The copy option is disabled for modules that don't have con-
tent such as Account Login. Once the copying options have been selected a page name must
be entered on the Page Details tab and then other Settings can be configured. Note: Users will
be prevented from copying a page with a different language setting.

Copying Design to Child Pages

The design of a parent page can be copied to all descendant (child) pages by going to the page
and selecting "Page Appearance" from the Edit Page menu of the ControlBar. This opens the
Appearance Section of Advanced Settings tab where the Copy Design button can be selec-
ted from the Copy Design to Descendants field. This applies the Page Theme and Page
Container Settings of the parent page to all child pages. Users require Edit Page/Manage Set-
tings permissions for the child pages to apply this setting.

Copying Permissions to Child Pages

The permissions applied to a parent page can be copied to all of its child pages by navigating to
the page and selecting "Copy Permissions to Children" from the Pages menu of the Con-
trolBar. This applies the Permissions set for viewing and editing pages.

Deleting a Page

The current site page and any related child pages can be deleted by selecting "Delete Page"
from the Edit Page menu of the ControlBar. Pages set as either the Splash page, Home page,
Login page, or the User page cannot be deleted until the setting is removed. The last visible site
page can also not be deleted. Deleted pages are stored in the Recycle Bin where they can be
restored or permanently deleted. See "Recycle Bin".

Editing Page Settings

The settings of the current page can be edited by selecting Page Settings from the Edit Page
menu of the ControlBar. See "Setting Page Details", See "Configuring Advanced Page Set-
tings" and See "Localization Settings for Existing Pages".
Exporting a Page

The current page can be exported as a template by selecting "Export Page" from the Edit
Pages menu of the ControlBar. The page template can then be imported into any DNN site.

The template can be stored in any folder of the site's file system (located on the Admin > File
Management page) and the default template name, which is the name of the page being expor-
ted, can optionally be modified. The description provided will be included in the template and
typically provides an overview of the page and any content. Modules can be included with or
without content. The path where the page template has been created is displayed once the
page is exported.
Importing a Page

The Import function adds a new page or replaces the current page (including page settings)
using a page template that has previously been exported. Select "Import Page" from the Pages
menu of the ControlBar to begin the import process.

Select the folder where templates are stored and select the required template. Once the page
name and menu location have been set users can choose to be taken to the newly imported
page or redirected to the Page Settings page of the new page to configure page settings imme-
diately. Regardless, the new page should be checked to ensure that any modules that are set
to display on all pages are not duplicated.
Making a Page Public or Private

Page Editors and Administrators can make the current page public or private by selecting the
"Make Public" or "Make Private" option on the Edit Page menu of the ControlBar. Setting a
page of public will modify its permission and grant "View Page" permissions to All Users. Priv-
ate pages are only visible to Administrators.
Tagging Page Content

Users can add a tag to a page by clicking the "Add Tags" link and entering and saving the tag.
This functionality is only available on sites where tagging is included in page themes. Note:
Tags can be managed by Administrators using the Taxonomy Manager. See "Taxonomy".

Page Settings

All site pages include a wide range of settings that allow Page Editors and Administrators to
manage and customize the page. Page Details, Permissions and Advanced Settings are avail-
able for all pages. Localization Settings are only displayed if content localization is enabled on
the site.

Setting Page Details

Page details for new and existing pages can be set via the Page Settings page. Note: The
Page Name field is the only mandatory field.

1. To update the settings of an existing page, navigate to page and then select Page Set-
tings from the Edit Page menu on the ControlBar. Users who are adding a new page
are already on this page.
2. Select the Page Details tab.
 3. In the Page Name text box, enter a name for the page. If this page is displayed in the
menu, this will be the name in the menu. E.g. About Us
4. In the Page Title text box, enter a short, descriptive sentence summarizing the page con-
tent. The title is used by search engines to identify the information contained on the
page. It is recommended that the title contains at least 5 highly descriptive words and
does not exceed 200 characters.
5. The Page URL field will display the current site alias next to the URL for existing pages
only. When a page is first created, the Page URL field shows the canonical URL for the
page as generated by the system, however this URL can be overridden by entering a
new URL at this field or by editing this field on existing pages in one of these ways:
l In the Page URL text box, enter a custom URL for this page (e.g. About Our Com-
pany). The URL will be checked for validity and any illegal characters will be
removed when the page is updated.
l Leave or change this field to blank to use the Page Name as the URL.
6. At Do Not Redirect, mark  the check box to exclude this page from any rules that
may include it in a redirection - OR - unmark  the check box to include this page in redir-

ection rules.
7. In the Description text box, enter a description of the page content. The description is
used by search engines to identify the information contained on the page. It is recom-
mended that the description contains at least 5 words and does not exceed 1000 char-
acters.
8. In the Keywords text box, enter key words for this page separated by comma.
9. At Tags, click on the drop down list and mark  the check box beside each tag to be

associated with the content of this page. Page tagging is a way of categorizing content
for more meaningful search results. Tags can be created by users (See "Tagging Page
Content") or editors (See "Creating a Vocabulary").
10. At Parent Page, select from these options:
l Select None Specified to set this page as a parent page which, if visible in the
menu, will be displayed in the top level of the menu.
l Select the parent page from the drop down list. Pages are listed in the order they
appear in the menu by default, however users can choose to order them in A-Z or
 Z-A order, or perform a search for all or part of a page name. Users can only
choose from select parent pages. In DNN Platform, users must be granted Edit
Page permissions in Evoq Content, users must be granted either Add or Full Con-
trol.
11. For new pages only: At Insert Page, choose to add the new page on the same level
either Before (to the left of) or After (to the right of) the page listed in the drop down list
or Select a page from the drop down list and then select to add the new page either
Before or After that page in the menu on the current level - OR - Select Add to End to
add the new page to the end of the menu on the current level.
12. Select a Template Folder and Page Template to create a page using a template. Tem-
plates can include modules and optional content.
13. At Include in Menu, mark  the check box to include this page in the menu - OR -
unmark  the check box to create a page that isn't displayed in the menu and will

require the a page link to be added to a page to provide users with a way to navigate to
the page.
14. Click the Update Page or the Add Page button.
Setting Page Permissions

Administrators and Page Editors (users who have been granted Edit Page permissions for the
page) can set access to view, edit and manage pages and page content. Tip: When setting per-
missions, users can change the selection at Filter By Group and set permissions for any of the
roles within that group before updating.

1. Go to the required page.

2. Select Page Permissions from the Edit Page menu of the ControlBar. This displays the
Permissions tab that shows the current page permissions for Administrators, All Users,
Registered Users and any other role or user who has been granted permission to this
page.
3. Optional. To remove all permissions for a user or role, click the Delete button in the

Actions column.
4. Optional. To only modify permissions for roles and users that are already displayed on
the page, skip to from Step 7.
5. Optional. To set permissions for individual users that aren't displayed, begin entering
the user's display name into the Display Name text box and select the matching record.
Repeat to add additional users and then click the Add button.
6. Optional. To add permissions for a role that isn't displayed, select one of the following
options from the Filter By Group drop down list, choose a role from the Select Role
drop down list and then click the Add button:
l < All Roles >: Select to view all roles. This includes both global roles and roles
within groups.
l < Global Roles >: Select to only view roles that are not associated with a Role
Group. E.g. Administrators, All Users, Registered Users, Unauthenticated Users,
etc.
l [Role Group Name]: Select to only view the roles within the select role group.
See "Adding a Role Group".
7. In the View Page column, click on the check box beside a user/display name repeatedly
until the correct permission is displayed.
 l Permission Granted: Permission to view the page is granted.

l Permission Denied: Permission to view the page is denied. This permission

overrides all other permissions.

l Not Specified: Users cannot view the page or its children unless they belong

to another role that has been granted this permission or they have been granted
Edit Page permissions.
l Delete: Select to remove permissions from a user or role.
8. In the Edit Page column, click on the check box beside a user/display name repeatedly
until the correct permission is displayed.
l Permission Granted: Permission to edit the page is granted.

l Permission Denied: Permission to edit the page is denied. This permission

will override any other permissions that have been granted.

l Not Specified: Users cannot view the page or its children unless they belong

to another role that has been granted this permission or they have been granted
Edit Page permissions.
l Delete: Select to remove this permission from a user or role.
9. Click the Update Page button.
Related Topics:

l See "Understanding Role Based Access".

Configuring Advanced Page Settings

Advanced Settings for new and existing pages can be set via Page Settings. Note: All
advanced page settings are optional.

1. Users who are updating the settings for an existing page should navigate to page and
then select Page Settings from the Edit Page menu on the ControlBar. Users who are
currently adding a new page are already on this page.
2. Select the Advanced Settings tab.
3. Go to the Appearance section.
1. At Icon/Link Type, select the image to be displayed beside the page name in the
menu if the menu in use shows Page icons. This image is also used as the Small
Icon for any Console module relating to this page. Select the location of the
required icon from these options:
l File (A File on Your Site), upload and/or select image (See "Setting a File
Link") - OR - Remove the icon by selecting < None Specified >at the File
field.
l System Image: Select to display an icon that is supplied with this applic-
ation and then select the image from the drop down list.
2. At Large Icon, use the same steps as for the above field to remove or select an
image to be used as the large icon for any Console that displays this page.
3. At Page Theme, select a theme from the drop down list or select < None Spe-
cified > to use the default theme for this site. See "Setting the Site Design".
4. At Page Container, select a container from the drop down list. Note: The default
option of < None Specified > uses the theme is set as the default for this site.
5. In the Page Stylesheet text box, enter the name of the stylesheet to be used for
this page only and then click the Preview Theme and Container button to view
the combination of the styles selected at the above three fields. Note: Stylesheets
must be uploaded to the Admin > File Management page.
6. Existing pages may display the Copy Design to Descendants field that copies
the design options saved on this page to all child pages. See "Copying Design to
Child Pages"
7. At Disabled, select from these options:
l Mark  the check box if the page name is not a link. This mean nothing will

happen when a user clicks on the page name in the menu. This option is typ-
ically selected for a parent page to provide a way for users to navigate to its
child pages.
l Unmark  the check box for this page name to be a link to the page. This is

the default option.

8. In the Refresh Internal (seconds) text box, enter the interval to wait between
automatic page refreshes. (E.g. enter "60" for 1 minute or 60 seconds.) Leave
field blank to disable.
9. In the Page Header Tags text box, enter any tags (i.e. meta-tags) that should be
rendered in the "HEAD" tag of the HTML for this page.
4. Expand the Cache Settings section and choose the Output Cache Provider to use
for this page from these options:
l FileOutputCachingProvider: Choose this option to save cached items to a file
system. This option is suitable for a shared hosting environment.
l DatabaseOutputCachingProvider: Choose this option to save cached items to
the database.
l MemoryOutputCachingProvider: This is the fastest caching method. Select
this option if the website has a large amount of RAM allocated. This is typically not
suitable for a shared hosting environment.

5. Expand the Other Settings section.

1. At Secure mark  the check box to force this page to use a secure connection or

secure socket layer (SSL). This option requires a Super User to configure the
SSL Settings.
2. Optional. At Allow Indexing, mark  the check box if the page should be

indexed by search crawlers using the INDEX/NOINDEX values for ROBOTS

meta tag. See "Search Engine SiteMap"
3. At Site Map Priority, enter the desired priority (between 0 and 1.0) to help
determine how this page is ranked in Google in respect to other pages on the site.
The default setting is 0.5.

4. At Start Date, click the Calendar button to select the first date the page is

viewable and then click the Time button to adjust the default time of 12:00 AM
 if required. If the start date is in the future then it is only editable by Administrators.
See "Working with the Calendar".
5. At End Date, select the time and date when the page will expire. Note: Expired
pages can be viewed by Administrators via the Admin > Pages page. See "View-
ing any Page".
6. At Link URL, you can set this page to function as a link that navigates to any URL
(See "Setting a URL Link"), a site page(See "Setting a Page Link") or file (See
"Setting a File Link") rather than displaying the page itself.
7. Optional. At Permanently Redirect, mark  the check box to redirect this URL

to the Link URL as set in the previous field. This allows Search Engines to modify
their URLs to directly link to the Link URL. Note: This setting is ignored if the Link
Type is set to "None".
 6. Click the Add Page button for new pages or the Update Page button for existing
pages.

Related Topics:

l See "Console"

Localization Settings for Existing Pages

How to set the Localization Setting for pages on the Page Settings page. These settings can
be configured by Page editors and translators for any language. Note: Localization Settings
are only displayed when content localization is enabled on the site. See "Enabling Localized
Content".

1. Select Page Localization from the Edit Page menu on the ControlBar.
2. Select the Localization tab.
3. At Page Culture, the culture of the current page is displayed. In the below example, the
page is "Neutral Culture" which means that the same page will be used across all cul-
tures on the site.

Next Steps:

l See "Making a Page Translatable"

l See "Notifying Translators"
Localization Settings for New Pages

Super Users can set the Localization Setting for pages on the Page Settings page. Note: Local-
ization Settings are only displayed when content localization is enabled on the site. See
"Enabling Localized Content".

1. Select the Localization tab.

2. At Culture Type, select from the following:
l Create Single Neutral Culture Page: Select to create a single page that will be
visible in every language of the site. Language neutral pages cannot be trans-
lated.
l Create in Current Culture Only: Select to create one page for the current site
language.
l Create Localized Versions of Page: Select to create a separate version of this
page for each language. This is the default option.

Note: If Create Localized Versions of Page is selected, users can set pages as Ready for
Translation; however users will want to add modules and content beforehand.
Adding and Managing Modules

DNN uses a modular design system to display content on a page. One or more modules are
added to each page to create and manage content. There are many different types of modules,
each managing a different type of site content or site administrative task.

DNN supports a number of Project Modules which are maintained by active DNN community
members and freely distributed as open source projects. These Project Modules can be
deployed and installed on the site for no charge. The wider DNN community also produces and
sells commercial modules. DNN modules and other types of extensions can be obtained from
the DNN Store (http://store.dnnsoftware.com/).

Many of the modules that are located on the Admin Console pages can also be deployed and
added to site pages. These modules (sometimes referred to as Admin or Administration mod-
ules) enable authorized users to undertake site administrative tasks, such as managing user
accounts and security roles.

Note: Users may be able to print (See "Printing Content"), tag (See "Tagging Page Content")
and subscribe (See "Subscribing to Syndicated Content") to content, depending on the module
settings. See "Module Settings" and the related section for details on setting the module set-
tings that are common to all modules.

The Module Actions Menu

The module actions menu consists of a row of three icons that provide access to module editing
tools, module management tools and the module settings page. The module actions menu is
located in the top right corner of a module and is displayed to users with appropriate per-
missions whenever a page is viewed in Edit mode. Some menu options are role restricted and
cannot be viewed by all users. The module action menu is divided into the three following
groups:

Edit Menu

Mouse over the Edit button to reveal the editing tools available to the current user. The fol-

lowing options are typical:

 l Edit Content / Add New Item: Add new content or edit the existing content to the

module. See "Adding Module Content".

l My Work: Allows users to view their current workflow tasks for the HTML module.

Manage Menu

Mouse over the Manage button to reveal the module management tools available to the cur-

rent user.

The following options are typical:

l Settings: Opens the module settings page for this module. This page provides Page

Editors and Administrators with access to configure a wide range of module settings.
Important. Ensure the Mode option is set to "Edit" on the Control Panel.
l Export Content: Select to export module content as an XML file so it can then be

imported it into another module of the same type. See "Exporting and/or Importing Mod-
ule Content".
l Import Content: Select to import exported content into IPortable modules. See

"Exporting and/or Importing Module Content".

l Syndicate: Enables users to view a syndicated feed of the module content that can

be downloaded to the user's computer. Syndication must be enabled on the Module Set-
tings page of a module. See "Configuring Basic Page Settings for Modules".
l Help: Select to view module information and user help.

l Print: Provides a print friendly copy of the module content for printing. Print must be

enabled on the Module Settings page. See "Configuring Basic Page Settings for Mod-
ules".
l Develop: Allows ASP.net and DNN developers to edit and add files.

l Delete: Delete the module. See "Restoring Deleted Modules".

l Refresh: Refreshes the module with the latest content.

Move Tools

Move: Mouse over the Move button to reveal a list of the panes this module can be moved

to. The following options are typically available:

l To [PaneName]: Move the module to another pane on the current page. Alternatively,
See "Configuring Advanced Page Settings for Modules".
l Top: Move the module to the top (above all other modules) within the current pane.
l Up: Move the module up one position within the current pane.
l Down: Move the module down one position within the current pane.
l Bottom: Move the module to the bottom (below all other modules) within the current
pane.

Adding a New Module

New modules can be added to the current page using the ControlBar. Users must be author-
ized to deploy a module and have the appropriate page editing permissions to add a module to
a page. Important. See "Adding a Module to a Multi-Language Site" if content localization is in
use on this site.

Option One - Drag and Drop Module

1. On the Control Bar, hover over the Modules drop down menu and then select Add
New Module. This loads and displays a list of all modules within All Categories, or the
previously selected category.
2. Optional. Filter the module list by selecting a module category from the drop down box
that is displayed above the list of modules. Modules are categorized by product as well
as propose. Admin modules (such as Extensions and File Management) are used for
site administration rather than managing content. Developer modules access to the Mod-
ule Creator that enables developers to create new modules. Common modules (such as
HTML / HTML Pro) are frequently used modules. Users can add or remove modules to
this menu by clicking the Add to Bookmarks / Remove from Bookmarks button

displayed in the top left corner of each module listed on the ControlBar when the mouse
is hovered over the module. This button can be seen in the image shown below Step 4 of
this tutorial. Note: The HTML module cannot be removed from the Common category.
3. Optional. Begin entering the name of the required module if known. This is the quickest
way to find modules.
4. Locate the module to be added using the scroll bar located below the module list and
then hover the mouse over the module to be added. This displays the message "Drag to
add this module to the page below".

5. Left click on the required module and then drag it down the page until the pane it will be
added to is highlighted with the message "Drop Module Here".
 6. Release the mouse button and the module will be added to the page.

Option Two - Insert Module

1. On the Control Bar, hover over the Modules drop down menu and then select Add New
Module. This will load and display a list of the modules within the Common category, or
the previously selected category.
2. Optional. Filter the list of modules by selecting a category or by entering part of the mod-
ule name.

3. Locate the module to be added using the scroll bar located below the module list and
then hover the mouse over the module to be added. This displays the Move icon in

the top right corner of the module.

4. Mouse over the Move icon to open the drop down menu and then select the pane

where the module will be inserted.

Users can now add content (See "Adding Module Content") or edit the module settings. See
"Configuring Basic Module Settings" and See "Configuring Advanced Module Settings"

Adding an Existing Module

Administrators can add an existing module to the current page using the ControlBar. Module
content is shared which means updating the content on one module will update the content
across all other instances of the module. Note: The module cannot be added to the page where
it already exists. Page Editors must be granted permission to the current page (See "Setting
Page Permissions") and be authorized to deploy a module See "Setting Permissions to Deploy
a Module".

Important. See "Adding a Module to a Multi-Language Site" if content localization is enabled.

Option One - Drag and Drop Module

1. On the Control Bar, hover over the Modules drop down menu and select Add Existing
Module.
2. Select the site and the page where the module is located from the left drop down list.

3. Select from these options on the center drop down list:

l Same as Page: This sets the module as visible to all roles/users who can view
this page. This is the default setting.
l Page Editors Only: The sets the module as only visible to the roles/user who can
edit this page. Choose this option to add content and configure the module set-
tings before others can view the module.
4. At Make a Copy, mark  the check box to create an independent copy of the module

content that can be modified without affecting the original existing module - OR - unmark
 the check box to use the share the same module content across both instances of the

module so that updating content on one module will change the content on both mod-
ules. This is the default setting.
5. Locate the module to be added using the scroll bar located below the module list and
then hover the mouse over the module to be added. This displays the message "Drag to
add this module to the page below". Left click on the required module and then drag it
down the page until the pane to add it to is highlighted with the message "Drop Module
Here"

6. Release the mouse button. The module is now added to the page.
 Note: When adding an existing module from another site, a warning message will be dis-
played advising that the module may not support module sharing. Exceptions are the
HTML and Journal modules that have be developed with module sharing capabilities.

Option Two - Insert Module

1. On the Control Bar, hover over the Modules drop down menu and then select Add
Existing Module. This will load and display a list of the modules within the Common cat-
egory, or the previously selected category.
2. Optional. If the required module isn't displayed, select the category that the module
belongs to from the drop down box which is displayed above the list of modules. The
available categories are:
l All: Modules within all categories including those that haven't been associated
with a category. This is the default option.
l Admin: Modules that are typically used for site administration rather than man-
aging content such as the Extensions and File Management modules.
l Common: Modules selected as frequently used.
3. At Select Page, select the page that the module is located on.
4. Select from these options on the next drop down list:
l Same as Page: This sets the module as visible to all roles/users who can view
this page. This is the default setting.
l Page Editors Only: The sets module as only visible only to the roles/user who
can edit this page. Users might choose this option to add content and configure
the module settings before others can view the module.
5. At Make a Copy, mark  the check box to create an independent copy of the module

content that can be modified without affecting the original existing module - OR - unmark
 the check box to use the share the same module content across both instances of the

module so that updating content on one module will change the content on both mod-
ules. This is the default setting.
 6. Locate the module to be added using the scroll bar located below the module list and
then hover the mouse over the module to be added. This displays the Move icon in

the top right corner of the module.

7. Mouse over the Move icon to open the drop down menu and then select the pane

where the module will be added.

Related Topics:

l See "Adding Module Content"

l To change the module title, See "Configuring Basic Module Settings".
l To change the module design, add the module to additional pages and add a module
header or footer, See "Configuring Advanced Module Settings".
l To set the permissions to view and edit the module, See "Setting Module Permissions".

Adding Module Content

Authorized users can typically add module content by hovering over the Edit button in the

module action menu and selecting the add option which has a different name according to the
module. E.g. The HTML module option is called Edit Content whereas on the Announce-
ments module it is called Add New Announcement. Additional options are displayed for
modules such as the FAQs module which includes the Manage Categories option. For

details on adding content to specific modules see the "Adding Site Content" section.

Editing Module Content

Authorized users can often edit modules with a single content item such as the HTML,
HTML Pro and IFrame modules by hovering over the Edit button in the module action
menu and selecting the edit option. E.g. Edit Content is displayed for the HTML module
and Banner Options is displayed for the Banners module.

Modules with multiple items such as the Announcements and Links modules are typically
edited by clicking the Edit button displayed beside the content.
More complex modules will use a variety of methods to edit content. For detailed information on
editing content for individual module types, see the "Adding Site Content" section of this
manual.

Related Topics:

l See "Module Settings"

l See "Translating a Module"

Editing Module Title Inline

Users can edit the title of a module inline by hovering the mouse over the module title to be

edited and clicking the Edit button displayed to the left of the module title. If this setting has

been disabled, the title can instead be edited by a Page Editor or an Administrator via the Mod-
ule Settings page. See "Module Settings".

Deleting Module Content

Modules handle content in a variety of ways however a typical method for deleting module
multi-record content is to click the Edit button beside a record and then edit or delete the

record. For full details on deleting content for individual module types, see the "Adding Site
Content" section. Note: Users can delete content from modules with a single content item such
as the HTML and IFrame by simply deleting the module.

Deleting a Module

Modules can be deleted from a page by hovering your mouse over the Manage button on
the module action menu and selecting Delete from drop down list. Deleted modules are

stored in the Recycle Bin.

Related Topics:

l See "Deleting a Secondary Language Module"

l See "Restoring Deleted Modules"

Drag and Drop Module

Page Editors can move a module to a new location on the current page by dragging it into a dif-
ferent pane. This is done by hovering the mouse over the section of the Module Action Bar that
doesn't have any icons and then dragging the module over the new pane.

When the module is positioned over a pane, the message "Drop Module Here" will be dis-
played showing the location that the module will be relocated to once the dragging module is
released. When the correct pane is highlighted, release the module.
Related Topics:

l To move the module to a new page, See "Configuring Advanced Page Settings for Mod-
ules".
l To use the module action menu to move a module on the same page, See "The Module
Actions Menu".

Exporting and/or Importing Module Content

Modules that allow content to be exported or imported are known as IPortable. Examples of
iPortable modules include the Announcements, FAQs, Link, Media, and HTML. IPortable mod-
ules allow exported content to be saved as an XML file that can then imported into another mod-
ule of the same type. E.g. Links content can only be imported into another Links module. If the
module is using workflow, the last published content will be exported. Note: Import and export
may be disabled in the menu.

Exporting Module Content

To export module content select Manage > Export Content from the module actions

menu and choose the folder to export the content to. The default file name can be edited how-
ever it is useful to note that keeping the module name as the start of the file name makes it easy
to identify the module type in the future. E.g. Links_Sponsors_January2014
Importing Module Content

To import module content select Manage > Import Content from the module actions

menu and choose the required folder and file. The module content can be edited before import-
ing. Note: If the module already contains content, the imported content will be merged with the
existing content.

Module Settings

All modules include a Module Settings page that enables authorized users to modify basic set-
tings related to the module content (e.g. module title, module header and footer, module start
and end dates) and module permissions (e.g. which roles or users are able to view and
manage the module). This page also controls more Advanced Settings related to the design of
the module (containers, borders, printing) and site wide module settings.

All modules have a settings page that can be accessed by selecting Manage > Set-

tings from the module actions menu. The Module Settings page enables authorized users to
modify basic module settings related to the module content (e.g. module title, module header
and footer, module start and end dates) and module permissions (e.g. which roles are able to
view and edit a module). This page also controls more Advanced Settings related to the design
of the module (containers, borders, printing) and site wide module settings.

The page is divided into these tabs:

l Module Settings: Settings relating to the Module content. Module Settings are the
same on all pages where the module appears. This section is divided into Basic Settings,
Advanced Settings and Added to Pages.
l Permissions: This section includes module permissions where access to view, edit and
manage the module is set. Note: Some modules have additional permissions to add/edit
and manage module content.
l Page Settings: Settings specific to this particular occurrence of the module for this
page. This section is divided into Basic Settings and Advanced Settings.
l Module Specific Settings: Several modules have an additional tab that manages spe-
cific settings includes the Announcements, Events, FAQ and many more.

Configuring Basic Module Settings

Basic module settings can be viewed and modified via Module Settings - Basic Settings section
of a module's settings page. Here the module type and module culture is displayed. Tags that
allow site content to be categorized in a meaningful way in search results can be added and the
default module title, which is the module type by default, can be changed. Note: In order to view
the module title, the "Display Container" field must be marked (See "Configuring Basic Page
Settings for Modules") and the container applied to the module must include the [TITLE] theme
token.
Configuring Advanced Module Settings

Advanced module settings can be configured via the Module Settings - Advanced Settings
page of any module. Here users can set the pages the module is displayed on, and configure
module sharing. It allows modules to be displayed on multiple pages including the Admin
pages, or to only on newly added pages.
If module content is shared the changes made on one instance of the module are reflected on
all instances of the module. If the module is displayed on new pages, this doesn't affect the
pages where it is already located. Once a module is set to display on all/new pages, any
changes to module settings will be reflected on all copies of the module. However, changes to
module settings located on the Page Settings tab are unique to the module that was changed.

Shared modules are displayed in the "Add Existing Module" list on the Control Panel. In Evoq
Content this also allows modules to be shared within a Site Group.
In addition the start and end dates that the module is visible can be set and a header and footer
can be displayed above and below the module content.
The below image shows a module that displays an expired message because it has reached its
end date. This module also displays a header and a footer.
Viewing Added To Pages Module Settings

Administrators can view a list of the pages where a module is located via the Module Settings -
Added to Pages section of any module's settings page. This displays a hierarchical list of all
pages (apart from the current page) where this module is located and any linked page name
can be selected to view the module on any of the listed pages. See "Configuring Advanced
Module Settings" for details on adding a module to additional pages.

Configuring Basic Page Settings for Modules

Basic page settings can be configured via Page Settings - Basic Settings section of a module's
settings page. Here the module container can be displayed. This allows any design elements
that have been added to the container to be displayed on the page. These elements include the
module title, icon, the expand/collapse toggle, the print button and the syndicate button.

Design elements that aren't affected by container visibility are content alignment, background
color which is set by entering a color name or hexadecimal number (E.g. Navy or #CFCFCF),
or the border which is set by entering a pixel width. Note: Any content formatting applied using
the rich text editor or using module settings specific to this type of module will override the align-
ment setting.

WebSlice can be enabled on this module and a title, expiry date and Time to Live (TTL) in
minutes can be set. Leaving the TTL field blank to use the default to the cache time. A specific
container can be set for this module or the default container set for the site can be used. See
"Setting the Site Design".
The below image displays several of the settings that can be configured in this section.

Configuring Advanced Page Settings for Modules

Page Editors can configure the default module settings and move a module to a new page via
the Page Settings > Advanced Page Settings section. Here the settings configured for this
module can be set as the default settings for all new modules and can optionally include all exist-
ing modules.
Related Topics:

l See "Drag and Drop Module"

l See "The Module Actions Menu"

Configuring Module Cache Settings

Page Editors can set the provider used for cached files and set the period before the cache in
DNN refreshes via the Page Settings > Cache Settings section. The Output Cache Provider
can be set to use "File" caching which will save cached items to a file system and is suitable for
a shared hosting environment; "Memory" which is the fastest caching method and is suitable
for websites with a large RAM allocation but is unsuitable for a shared hosting environment; or
caching can be disabled. The caching duration indicates how many seconds will elapse before
the module content is refreshed from the database. Site performance can be increased by set-
ting a low number such as zero (0) for modules whose content changes frequently and setting
a higher number such as 1200 if the content changes infrequently.

Setting Module Permissions

Page Editors can grant or deny individuals and/or security roles permission to view, edit and
manage module content. Some modules may provide additional permissions, such as Events
which has an event moderation permission.

1. Go to the module.

2. Select  Manage > Settings from the module actions menu.

3. Select the Permissions tab.
4. Optional. To remove all permissions for a user or role, click the Delete button in the

Actions column.
5. Optional. To only modify permissions for roles and users that are already displayed on
the page, skip to from Step 8.
6. Optional. To set permissions for individual users that aren't displayed, begin entering
the user's display name into the Display Name text box and select the matching record.
Repeat to add additional users and then click the Add button.
7. Optional. To set permissions for a role that isn't displayed, select one of the following
options from the Filter By Group drop down list, choose a role from the Select Role
drop down list and then click the Add button:
l < All Roles >: Select to view all roles (both global and group roles) in one single
list.
 l < Global Roles >: Select to view all roles which are not associated with a Role
Group. This includes Administrators, All Users, Registered Users, and Unau-
thenticated Users.
l [Role Name]: Select the name of a Role Group to view the roles within that
group.
8. Optional. At Inherit View permissions from Page, select from these options:
l Mark  the check box if the users who are authorized to view the page this mod-
ule is located on are always authorized to view this module. This displays the

Security Locked image in the View Module column indicating that the view secur-
ity is 'locked'. Skip to step 8.
l Unmark  the check box to enable the check boxes in the View Module column.

This allows different permissions to be set for viewing this module than those
which are set for the page it is located on.
9. In the View Module column, click on the check box beside a role/display name
repeatedly until the correct permission is displayed. The following options are available:
l Not Specified: Permissions are not specified. Users cannot view the module

unless they belong to another role that has been granted permission.
l Permission Granted: Users can view the module.
l
Permission Denied: Users cannot view the module. This setting overrides

other permissions that have been granted.

10. In the Edit Module column, click on the check box beside a role/display name
repeatedly until the correct permission is displayed. The following options are available:
l Not Specified: Permissions are not specified. Users cannot add or edit con-

tent unless they belong to another role that has been granted permissions.
l Permission Granted: Users can add and edit the module content.
l
Permission Denied: Users cannot add or edit content. This setting overrides

other permissions that have been granted.

11. Click the Update button.
In the below example, module viewing permissions are inherited from the page and permission
to edit the module has been granted to all users within the Marketing role with the exception of
the user Elizabeth Dunn who has been denied editing rights.

Related Topics:

l See "Understanding Role Based Access"

Adding Site Content
Administrators and editors can add site content using the modules that are included with
DNN Platform and the free project modules.

Console

The Console module displays a list of links to the child pages below any parent pages. The Con-
sole is added to both the Admin Console and Host Console pages by default and can also be
deployed to a site and added to any page. The Console can be configured to display links in a
variety of layouts and to display more or less information about the pages that are listed.
Displaying Child Pages

Administrators can modify Console Settings to create dynamic site menus that display the child
pages of any site page. The Console displays the page name as the link name and the page
description as a tooltip.

In this setup the Console can display the children any site page including the current page. The
parent page can optionally be displayed at the top of the pages list and hidden pages can be
included. Several layout options are included such as a small or large icon can be displayed
and this setting will use the default icon provided with the Console or the "Icon" / "large Icon" set
for the page. If page icons have not been set then the default icons called "icon_unknown_
32px.gif" for the large icon and "icon_unknown_16px.gif" for the small icon will be displayed. An
example of this is seen on the parent page "Our Products" in the below image.

Pages can be ordering in hierarchical order which displays the pages that don't have child
pages in alphabetical order at the beginning of the list, followed by pages that do have child
pages at the end of the list. E.g. If there are four parent pages (Pages A, B, C and D) and only
Pages A and D have child pages, then the Console would display pages in this order: Page B,
Page C, Page A, Page A1, Page A2, Page D, Page D1, Page D2. Alternatively pages can be
displayed in alphabetical order regardless of whether they have children. E.g. If there are four
parent pages (Pages A, B, C and D) and only Pages A and D have child pages, then the Con-
sole would display pages in this order: Page A, Page A1, Page A2, Page B, Page C, Page D,
Page D1, Page D2.

The view can be set as either a simple view which displays an icon and the page name for each
item or detailed view which displays the page description in addition to the icon and page
name. A tooltip can be enabled that will display the page description as a tool tip when a user
hovers over the page name in Simple View. A minimum pixel width can be set for this Console
(e.g. enter 400 to display 2 columns of icons in the content pane) or the icons can be left to
expand horizontally across the pane.

Finally, users can be permitted resize the icon and change between simple and detailed view.
Configuring a Pages Console
The Console displaying parent and child pages with "Order Items by Hierarchy" disabled

The Console displaying both the parent and child pages with "Order Items by Hierarchy" enabled
Displaying Group Pages

Administrators can modify Console Settings to display the child pages associated with a social
group. When a Social Group module is added to a page and one or more social groups are cre-
ated, a Console module is automatically added to each group page. This Console is set to dis-
play group activity and a members list to all site users; however these settings could be
modified for example to restrict group activity to group members only. Another way this group
console could be used would be to set it up on a different page, such as the site home page, to
promote and direct users to groups.

When setting a group Console users can display the social group child pages of the current
page or any other page where a Social Groups module is located, including the parent page if
desired. Visibility of the Social Group, Group Activity and Members can be made visible to all
users, the social group owner and/or group members.
Configuring a Group Console
A Group Console

Displaying Profile Pages

Administrators can modify Console Settings to display the child pages associated with the user
profile page. This setup can display a user's profile, friends and messages to all users, friends
or just the user them self. In addition all layout options available in other modes are also avail-
able in this mode.
Console Settings Configured for Profile

An example of a Console that has been set to display profiles is the module titled
"Navigation" that is displayed on the user profile page. Additional Consoles that are set to dis-
play profile child pages may be added to a site to provide other navigation paths.
Profile Console

HTML

HTML (titled Text/HTML) is a free form module that uses the Editor control to manage content
using either a Basic Text Box or Rich Text Editor. The HTML module can display dynamic site
and user data using replacement tokens. Content updates can be saved in a draft state before
publishing on the site using workflow. The module is IPortable, IUpgradable and ISearchable.
Users must be granted Edit Module permissions to add, edit and manage content. Users must
be granted Edit Module permissions to add, edit and manage content.
Related Topics:

l See "HTML Editor"

l See "Rich Text Editor"

Adding and Editing Content

Editors can add and edit the content using the HTML Editor (See "HTML Editor") of the Tex-
t/HTML module by selecting Edit > Edit Content from the module actions menu.

Replacement tokens can be entered to display dynamic data. E.g. [User:FirstName] [User-
:LastName] will be replaced with the first and last name of the user who is viewing the page. If
Content Staging workflow is in use mark  the Publish Changes check box at On Save to
publish the changes - OR - Unmark  the Publish Changes check box to save a draft of the

content that can be modified before publishing.

Related Topics:

l See "List of Replacement Tokens"

Adding and Editing Content Inline

Editors can edit basic content inline on the HTML module using font and paragraph tools and
link insertion. Note: If this setting has been disabled (See "Configuring Site Editing"), content
can instead be edited via the module action menu. To edit content inline place the mouse over
the content to expose the Edit button in the top right corner of the content.

Enabling Inline Editor

Click the Edit button to enable content editing and then edit the content as required. Once
editing is completed click the Save button to save the changes or click the Cancel button

to cancel the changes.

Saving Inline Updates

Managing Previous Versions

Editors and Administrators can preview and rollback to preview versions of HTML module con-
tent by clicking the Version History button on the Edit Content page. Editors can delete their
own versions and Administrators can delete any version.
Publishing Content

Editors can publish HTML module content that has been saved in an unpublished draft state by
select Edit > Publish from the module actions menu, or via the Edit Content page. See

"Adding and Editing Content"

Viewing My Work

Editors can view a list of content items awaiting review by selecting Edit > My Work

from the HTML module actions menu. Editors can then click on a linked page name to open the
page where the HTML module is located and edit and/or publish the content as required.
Configuring HTML Settings

Administrators can configure HTML Settings. Here they can optionally enable decoration on
form elements such as check boxes and radio buttons, set the maximum number of characters
to be included in the DNN Search which will be taken from beginning of the Main Text, and
enable token replacement which replaces token that are added to the Editor, such as
[FirstName], with the first name of the authenticated user who is viewing the content. Tokens
include information such as user details, site name, key words, date, time, etc. If token replace-
ment is disabled then any tokens within the Editor will be displayed as text.

Note: Inline editing and module caching are disabled if token replacement is enabled.

Configuring HTML Settings

Form decoration is enabled in the left image and disabled in the right image. Note the difference in the appearance of the check
boxes

Related Topics:

l See "List of Replacement Tokens"

Configuring HTML Workflow

Administrators can configure HTML Settings to determine the type of workflow that will be
used and apply that workflow to this individual HTML module, all HTML modules on the current
page or all HTML modules across the whole site. Any existing workflows can also be replaced
with the setting configured here.

Two types of workflow are available in DNN Platform, Content Staging and Direct Publish.
Content Staging workflow allows content to be saved as a draft before it is published. The draft
content is visible to editors when they are in edit mode. Direct Publish workflow immediately
publishes any content that is saved on the Edit Content page or through the inline editor. Edit-
ing users will be able to see the content for both view and edit mode.
Search Results

Search Results allows users to perform a search and view the search results. For sites with
multiple languages, search results will only include the current language. Page Editors can cus-
tomize the way results are displayed. Important. The site must have a Search Result page. If
this page is deleted, then a new search result page must be created (by adding a new page
and adding the Search Results module to the page) so the Search feature will work (See "Set-
ting the Search Results Page") or the original Search Results page can be restored from the
Recycle Bin. See "Restoring Deleted Pages".
Performing an Advanced Search

Users can search site content and tags using either the default search box displayed in the top
right corner of each page or any Search Results module that has been added to a page.
Searches can be performed in many languages including Arabic, European and Chinese char-
acters. Searches will return the top five results with an option to see more results. Clicking on a
result that is a site pages will open the page, or clicking on result that is a file such as an image
or a document will open or make the file available to open directly from the search results.

Advanced search options are available by clicking the "See More Results" link which allows res-
ults to be limited to exact matches only and provides filtering by tag, last modified tag and loc-
ation. More options are available under the "Advanced Tips" link.
Searches can also be made manually by entering a querystring into the site address. E.g.
http://domain.com/Search- Res-
ults?Search=awesome&scope=Pages&lastmodified=week&ExactSearch=Y. This search
uses the additional parameters: scope, lastmodified and ExactSearch.

Configuring Search Results Settings

Administrators can configure Search Results Settings to determine the how results are dis-
played and the types of content included in those results. Wildcard searches can also be
enabled to search for partial words. E.g. typing "org" will find "organization" or "organize". This
ensures more results and increases a user's chance of finding information. Wildcard searching
can be disabled if results are taking too long to retrieve.
Social Collaboration

Site members can connect and communicate with other site members or groups of members
with shared interests using the Journal, Member Directory, Message Center and Social
Groups modules. Note: Social Groups and the Member Directory must be added to a page to
allow users to find and connect with one another. Visitors and members can also register and
sign onto a DNN website using existing credentials from Facebook, Twitter, Live or Google.
This makes it easier than ever for customers and prospects to participate in an online com-
munity.

This section of the User Manual details how to configure social collaboration as an Admin-
istrator. See "Making Social Connections" for details on using these features to connect with
other users.

Tip: The Links module can be configured to display a list of friendships. See "Displaying Friend
Links".

Journal

The Journal is an interactive activity feed which enables community members to interact in a
fashion that has been popularized by familiar social networks like Facebook, Twitter, and
LinkedIn. The Journal can be placed on any DNN page and can be used to post and reply to
status updates, like, tag users and share links, files, photos and videos. Privacy controls unable
users to determine who can view posts.

Details on using the Journal as a site member are located in the "Making Social Connections"
section of this help.

Configuring Journal Settings

Administrators can configure Journal Settings to determine the available features. The Journal
Editor can be enabled to allow entries to be created or this Journal can simply display entries
created elsewhere. If the Journal Editor is enabled then file and photo attachments can be
enabled and photo resizing can be used to set the Journal to automatically re-size any photo
that has a height or width greater than 400 pixels. The photo will be resized before it is
uploaded to the user's file upload folder which ensures the image will be a more appropriate
size if the user chooses to reuse the image in another place. Enable this setting to prevent large
images slowing down the time it takes to load Journal pages. Other optional settings are setting
the number of journal items per page, choosing the maximum number of characters per mes-
sage and selecting the types of journals to be displayed.
Member Directory

The Member Directory allows users to view a list of registered site members, search for mem-
bers and choose to follow or friend other members. The Member Directory can be configured
to display members of a particular role or relationship such as friends or members being fol-
lowed.

Details on using the Member Directory as a site member are located in the "Making Social Con-
nections" section of this help.
Member Directory Settings

Administrators can configure Member Directory Settings to determine the available features.
Templating is available to configure the layout of the Member Directory. The "Item Template"
sets the layout of member listings and the "Alternative Item Template" can optionally be used to
define the layout of alternate member listings. Member listings can be displayed in a pop-up
window when a user hovers their mouse over a listing and the "Pop-up template" can be mod-
ified as required.
Filters can be applied to the Member Directory to determine which member records are dis-
played and set the sort order of member records. Filters can be applied to only show the fol-
lowing: User (displays the profile of the current user), Group (members of the selected Social
Group), Relationship friends and followers of the current user, or Profile Property (users who
match the selected profile property. E.g. Select Country and then enter United States to only
display members who have set United States as their country. New profile property fields can
be added to create custom sorting). In additional sort order and a sorting field can be set. Host
users can optionally be excluded from results.
Setting Filters and Sorting

Member searching can be enabled on the Member Directory. The Simple Search tool allows
members to search by user name, first name or last name of the message recipient or role
name. The Advanced Search tool allows up to four search criteria to be specified from an
extensive range of profile fields.
Configuring Member Directory Search Options

Paging can be disabled and the number of member records displayed per page can be defined
to allow Administrators to limit the number of results display.
Configuring Member Directory Paging Options

Member Directory filtered to only display the current user

Message Center

The Message Center enables registered users to send and receive messages from one
another, Administrators or groups. Users can view messages within the site without having to
go to an external email provider (Gmail, Yahoo, Hotmail, etc.). The Message Center forms part
of the User Profile area that users can access by clicking their Display Name. The Message
Center is pre-installed on the site and can be added to any site page as long as the correct mod-
ule permissions are then configured.

Details on using the Message Center as a site member are located in the "Making Social Con-
nections" section of this manual.
Configuring Message Center Permissions

Administrators must configure Message Center permissions to ensure it is not viewable by

unauthenticated users. If permissions are not correct, a warning message is displayed. To cor-
rectly configure permissions unmark  the "Inherit View Permissions from Page" check box

and grant View Module permissions to registered users and optionally grant permissions

Unverified Users.

Social Groups

The Social Groups module allows authorized users to browse, view, create and join social
groups. Members of a group can post journal entries to a group and view details of other group
members. Details on using Social Groups as a site member are located in the "Making Social
Connections" section of this help.

Configuring Social Groups

New instances of the Social Groups module can be auto configured simply by clicking the Auto
Configure button. Manual configuration is available under module settings, however this
should only be undertaken by experienced users. See "Configuring Social Group Settings"

Adding a Social Group

Administrators and members in the "Create Groups" role can add social groups by clicking the
Create New Group button. A Social Group is a role that has additional metadata associated
with it. Social Groups require a group picture that will be displayed for this group. Groups can
be publicly accessible (with or without moderation) to all registered site users or private groups
where group membership is managed using the Admin > Security Roles and the Admin > User
Accounts pages.

Editing a Social Group

Social group details can be edited by group owners by clicking the Edit Group link on the group
details page. Social Groups can be edited and also deleted using the Admin > Security Roles
page. See "Editing or Deleting a Role"

Configuring Social Group Permissions

Administrators can configure Social Group permissions to determine the users and roles that
are permitted to create and moderate social groups.
Configuring Social Group Settings

Whilst auto configuration is recommended for Social Groups, Administrators can manually con-
figure Social Group Settings to define the groups and features displayed. Social Groups can be
set to only display the current user's groups however this prevents users from signing up to
other groups. Here groups can be restricted by role group, displayed in list or view mode and
users can be redirected to a particular page to view group information. New groups can require
approval by a Group Moderator and group sorting and searching can be enabled. Note: Admin-
istrators can make any user an owner of a Social Group using the Admin > Security Roles
page.
User Account Management

Administrators can create and manage users, roles and add additional login and profile man-
agement features to the site. See "Managing Your User Account" for details on logging into the
site and managing your own user account.

Account Login

The Account Login module enables registered users to log in to a site using either login cre-
dentials specific to this site or other existing credentials from other external sites such as Face-
book and Twitter. If registration is enabled on the site a Register link is displayed in the top right
corner of all pages as well as on the Account Login module which enables visitors to sign up for
a user account. Account Login can be deployed to any page and is automatically displayed on
the default User Log In page.

Related Topics:

l See "Logging into a Site"

l See "Logging in with External Accounts"
l See "Settings the Login Page"
l See "Login Settings"

Account Registration

The Account Registration module can be added to any site page to allow visitors to register for
a user account. Once the registration form has been completed and submitted, the Primary
Administrator will receive a notification message allowing them to review the registration and
authorize the user account. See "Authorizing/UnAuthorizing a User Account".
Add New User

The Add New User module enables authorized users to create new user accounts. Once the
user account is created, it can be managed using via the Admin >User Accounts page (See
"User Accounts"). Note: Because the Add New User module forms part of the Users & Roles
module package users must select the module titled "Users & Roles" to add the Add New User
module to a page and then remove the other modules as required. The User and Roles module
is set as premium module for security purposes and must be assigned to the site by a Super
User before it can be added to the site. Note: The Add New User module must be added to any
custom Registration page. See "Configuring a Custom Registration Form".

Administrators can modify the fields that are display on this form by modifying the fields
required for registration. See "Managing Profile Fields"
Once a user has been added it will be displayed on the Admin > Users Accounts page. From
here Administrators can view, modify and authorize the account. Authorizing a new user
provides them with immediate access to the Registered User role and any roles set for Auto
Assignment.
Users and Roles

The Users and Roles extension consists of three modules Add New User (See "Add New
User"), Security Roles (See "Security Roles") and User Accounts (See "User Accounts") that
allow authorized users to add users to the site add and manage existing site users and add and
manage security roles. Note: Users and Roles has been set as a Premium module to reduce
the possibility of these modules, which contain confidential user information and manage secur-
ity access to the site, being added to a page without due consideration. Administrators should
contact their Host to change this setting.

ViewProfile

The ViewProfile module enables users to manage their user credentials, password, profile and
subscriptions to services. Users must click on their display name, typically located in the top
right hand corner of the website, to view their profile. ViewProfile can be added to any site
page.
Related Topics:

l See "Completing a User Profile"

l See "Managing Member Services"

Project Modules

The following free project modules can be downloaded by a Super User via the More Exten-
sion tab on the Host > Extensions page.

Announcements

Announcements displays a list of items consisting of a title and a rich text description. Optional
fields include an image, date of publication and a read more... link. Announcements are typ-
ically ordered by their publish date; however view order can be specified. Users must be gran-
ted Edit Module permissions to add and manage announcements. Announcements is an
IPortable module.

Announcements must be deployed and installed on DNN Platform by a Super User. Install and
source packages can be downloaded from the releases page and feature requests, bug links
and general questions can be submitted via the issues page.

Module Version: 04.00.03 / Minimum DNN Version: DNN 04.07.00

Adding Announcements

Module editors can add announcements by selecting Edit > Add New Announcement

for the module actions menu. The title and description fields are mandatory.
Optional settings include an image and a "Read more..." link to a file or page. The announce-
ment can be set to publish and/or expiry on a specified date and time. Expired announcements
can still be viewed and managed by editors. Finally the view order can be indicated with a num-
ber which will override the default order that lists announcements from most recent publish
date to oldest publish date.
Managing Announcements

Module editors can edit or permanently delete an announcement by clicking the Edit button

beside the announcement and then updating or deleting the item. If the announcement isn't dis-
played select All from the Select View drop down list.
Configuring Announcement Settings

Administrators can configure Announcements module settings and modify the layout tem-
plates. The number of previous days of announcements to be displayed can be set. E.g. enter-
ing 14 will display announcements with a publish date from 1 to 14 days ago and
Announcements older than 14 days will be expired. The announcements shown in this
instance of this module can be set as the current, expired, future or all announcements. This
allows for different modules to be added that each display different information. In addition the
length of the announcement description can be set and the height of the Editor on the Edit
Announcements page can be set.

The templates used to layout Announcement can be modified. The Header Template controls
the section before the first announcement item; the Item Template controls each announce-
ment items (e.g. users can to hide the publish date by deleting the [PUBLISHDATE] token);
and the Alternate Item Template can be used to control each alternate announcement item.
E.g. Announcement 2, Announcement 4, etc.
Events

Events manages the display of upcoming events as a list in chronological order or in calendar
format with additional information and links set to automatically expire or re-occur by days,
weeks, months or years. Each event includes a title, start and end date/time, a description and
an optional image. Event moderation, notification and enrollments are available with mod-
eration required for all event/enrollment changes or only for new items.

Events must be deployed and installed on DNN Platform by a Super User. Install and source
packages can be downloaded from the releases page and feature requests, bug links and gen-
eral questions can be submitted via the issues page.

Module Version: 06.02.01 / Minimum DNN Version: 07.02.00

Administrators can quickly configure Events via the General - General Settings section of the
Edit Settings page. The time interval for events must be set before any events are added, after
which it cannot be edited. The email address should also be updated.

All Users

Finding an Event

Events can typically be viewed in one of three layouts. Users can change the event layout using
the icon bar. Here they can choose to view events in a List View which displays events in a
list down the page; Month View which displays events in a monthly calendar, a weekly list
or Week View which displays a single week of events.
In week and month views users can find events using the Calendar (See "Working with the Cal-
endar") or by manually enter a date. Events can also be filtered by category.

Once the event is located users can hover over the event title to view more details and/or click
on the linked title to open the event details page. If event titles aren't visible in the calendar cells
users can instead click on a date in the calendar. Additional task such as enrolling for the event
and requested event notifications can be performed on the event details page.

Events displayed in List View

Events displayed in Month View

Events displayed in Week View

Enrolling for an Event

Events that allow enrollment display the Enroll icon before the event title. The Event details

page may also display an attendees list, email addresses and enrollment approval status.
Users can enroll for events by clicking the  "Enroll for this Event?" link on the event details

page. If the event requires payment, users will be taken to the PayPal Event Enrollment
page where they can review the event information and click the Purchase button to finalize
payment on the PayPal website. Once the secure payment process is completed the user will
be returned to the website. If the enrollment requires approval users are typically notified by
email when it is approved.

Once the enrollment is complete users can click the My Enrollments button in the icon bar

to view the details of their event enrollments. Enrollments to free events can be canceled by
marking  the check box beside one or more enrollments and then clicking the Cancel Selec-

ted Enrollments button. Paid events cannot be canceled.

Exporting an Event

Users can export an event by clicking the Export button (to export a single instance of this
event) or the Export Series button (to export the full series of a recurring event) displayed on
the event details page. The information is saved as an iCalendar file (file extension is .ics) that
can be saved to a local computer for import into a calendar application such as Microsoft
Outlook.
Requesting Event Reminder

Events that display the Reminder icon allow user to request a notification email prior to the
event. The reminder can be set on the event details page by clicking the Remind me about

this Event @ link. This sends the reminder to the email address associated with the current
user's account eight hours prior to the event unless the user changes the notification time
period. Unauthenticated users must enter their email address. Users can also mark the
Remind about all Events in this series? check box to be reminded of all events for reoc-
curring event series.

Prerequisite. The DNN Events schedule must be enabled by a Super User for event/en-
rollment notifications to be sent.
Related Topics:

l See "Configuring Event Reminder Settings"

l See "Setting an Event Reminder"

Subscribing to New Events

Users can be notified by email when a new event is added by marking the Notify Me  check

box in the icon bar. This option may be disabled. Note: The DNN Events schedule must be
enabled by a Super User for event/enrollment notifications to be sent.

Related Topics:

l See "Configuring the Event Email Settings"

Event Editors

Adding an Event

Module editors can create events by click the Add Event button in the icon bar. Events can

be added by entering a title and scheduling the start and finish date and time. In addition a
description that displays on the event details page and notes that displays as a pop up mes-
sage on the main page can be added. Users may be able to set the event time zone (See "Con-
figuring TimeZone Settings"), select a category (See "Adding Event Categories"), a location
(See "Adding Event Locations") and modify the event owner. An Advanced Settings tab may
be displayed allowing reminders (See "Setting an Event Reminder"), images (See "Setting an
Event Image"), recurrence (See "Setting Recurring Events") and enrollment (See "Enabling
Event Enrollment").

If events are moderated the user who added the event will be notified when it is accepted or
rejected.
The newly added event

Copying Existing Events

Event Editors can edit an existing event or event series and save it as a new event or event
series by choosing the Copy As New Event or the Copy As New Event Series button loc-
ated at the base of the edit event page.

Editing Events

Event Editors can edit onetime events, single instances of a recurring event or all events within
a recurring series. Users can edit typically edit their own events. Administrators can edit all
events.
Deleting Events

Event Editors can delete onetime events, single instances of a recurring event or all events
within a recurring series. Module editors and page editors can only delete their own events,
depending on the moderation settings.
Enabling Event Enrollment

Enrollment can be enabled for single events and event series on the Advanced Settings tab
when adding or editing an event. For events that charge a fee users must complete the fee
amount and modify the PayPal account email address if required. Note: The currency type is
set by the Administrator. A maximum number of attendees can be defined and enrollment can
be limited to a single role. Note: This restriction also applies to the Admin role.

The list of enrolled users can optional be made public on the detailed view or only displayed on
this event edit page.
Managing Enrollments

Administrators can enroll users to events that permit enrollment via the Advanced Settings tab
of the Edit Events page. The names of all users who are authorized to enroll for this event are
listed at the Enroll User To Event field. Editors can also search for user(s) by choosing to
search by either their Username or Last Name by entering the first letter of the name into the
Starts With text box and clicking the  "Refresh List" link to view the corresponding users.
Once the required user(s) are shown they can be marked  and added to the Enrolled Users
list by clicking the  "Enroll Selected Users" link.

The user(s) are now added to the Enrolled Users list below and editors can click on a user's Dis-
play Name to view their profile; click on their email address to send them a personalized mes-
sage; or mark the check box beside one or more users and then click the Email Selected
Enrolled Users link to email enrollment details to the user(s) or click the Delete Selected

Enrolled Users link to unenroll the user(s).

Setting an Event Image

An event image can be selected on the Advanced Settings tab when adding or editing an event
or event series. The image width and height can be set to resize the image. If image can be
removed the event the image settings that were save will be retained for future use.
The image is typically displayed on both the event default page and the detailed event page.
Setting an Event Reminder

Event reminders can be enabled for individual events on the Advanced Settings tab when
adding or editing an event. The reminder time can be set and the email template can be mod-
ified for this reminder. Note:  See "Configuring Template Settings" to permanently modify an
email template. If the reminder is disabled any saved reminder settings are retained for future
use. See "Configuring Event Reminder Settings" to enable event reminders.
Setting Recurring Events

Recurring events can be enabled and configured for individual events and event series on the
Advanced Settings tab when adding or editing an event. Recurring events display the Recur-
ring Event icon which reveals more details of the recurrence schedule when a user hovers

their mouse over the icon. Recurrence edits can be performed on individual recurring events or
the full event series. Note: Recurrences days are localized.

The following recurrence schedules can be set:

l To set the event to reoccur periodically: Select Periodic Event and enter the recurrence
frequency into the Repeated Every text box and select days, weeks, months or years set
the period of the recurrence.
l To set a weekly recurrence enter how frequently the event occurs each week into the
Repetition Frequency (Weeks) text box and mark  the check box beside each day

the event reoccurs.

 l To set the event to reoccur once each month select Monthly Event option and choose to
repeat the event on the First, Second, Third, Fourth or Last week of the month.
l To set the event to reoccur on a specific date of each month select Monthly Event and
select the date of the month. In the Repetition Frequency (Months) text box, enter the
number of months that the event reoccurs for. E.g. enter 1 for an event which reoccur
each month, or 2 for an event which reoccur every second month.

Category Editors

Adding Event Categories

Administrators and users in the Global Category Editors role can create event categories by
selecting Edit > Edit Categories from the module actions menu. Users can then enter

a category name and choose the category colors using Color Picker. Web safe hexadecimal
color values can be manually entered (e.g. #99d9ea) or users can choose No Color to use

the default colors. Once the category is added it is displayed in the Category Name list to the
right.
Managing Event Categories

Administrators and users in the Global Category Editors role can edit a category by clicking on
the "Category Name" link or delete a category by clicking the Delete button beside the cat-

egory name.
Location Editors

Adding Event Locations

Administrators and users in the Global Location Editors role can create event locations by
selecting Edit > Edit Locations from the module actions menu. Users can then enter a

location name and save the location. Optional settings allow a Map URL and/or an address to
be included.
The below image shows a map URL that has been generated by searching for and choosing a
map using Google Maps. The link to the map is generated by clicking the Link button and then
copying the link.
Managing Event Locations

Administrators and users in the Global Location Editors role can edit a location by clicking on
the "Location Name" link or delete a location by clicking the Delete button beside the loc-

ation name.

Moderators

Moderating Events and Enrollments

Event moderators and Administrators can approve or deny new events and event enrollments
by clicking the Moderate Events button in the icon bar. Users can choose to approve or

deny selected items or approve/deny all items. Approving an event makes it visible on the
page. Denying an event or/and enrollment permanently deletes all details of the event/en-
rollment. An optional notification email can be send to users who submitted the event or the
enrollee.
Downloading the Enrollee List

Moderators and Administrators can download a list of the enrolled user for a single event from
the event details page. The list will be in csv format which can be opened in Microsoft™ Excel.
Event Settings

Events comes with a wide range of settings that manage the look and feel of events and
includes features such as enrollments, moderation and notification to be. To access the Event
Module Settings click the Edit Settings button on the Icon Bar. If the icon bar is disabled

users can select Edit > Edit Settings from the module actions menu. Administrators

and users who are granted Edit Setting permissions (Manage Settings in Evoq products) can
manage Event Settings.

Display Settings

Configuring Detail View Settings

Administrators can configure the event details page via the Display - Detail View Settings sec-
tion of Events Settings page. Administrators can modify the default layout so the detail page
opens in a new page and allow users to choose a specific page as event detail page when
adding a new event. Event enrollment can be configured to be undertaken on a separate
enrollment page by entering the page URL and users can be required to confirm their enroll-
ment when they enroll.

Configuring Event Month View Settings

Administrators can configure the settings for month view calendar via the Display - Month View
Settings section of Events Settings page.
Here they can choose to list the number of events in the calendar day cells (e.g. the cell inform-
ation would read "2 events") and optionally display the event day in a new page rather than the
default setting (Enable Month View Cell Event) which displays the event titles in each day cell.

Events which occur in the month before or after the displayed month can be shown in calendar.
E.g. If the displayed month is July and July 31 st falls on a Monday, any events which occur at
the start of August will be displayed in the cells for August. Start times can be displayed on the
event title and event details can be displayed in the monthly calendar on the event details page.
The weekend can be set as Friday/Saturday or Saturday/Sunday. Icons for Priority, Recurring,
Reminder and Enrollment can be displayed in the month view. Finally the calendar can be set
so only days with events can be selected in the calendar.

Configuring Week View Settings

Administrators can configure the settings for week view calendar via the Display - Week View
Settings section of Events Settings page. Here they can modify the layout of weekly events.
End Values enabled in Week View

Value Marks enabled in week view

Display a full time scale of 24 hours for each day or only display the hours when events occur.
Icons for Priority, Recurring, Reminder and Enrollment can be optionally displayed.
Configuring Event List Settings

Administrators can configure the list view of the Events module via the Display - Event List Set-
tings section of Events Settings page. To use the list view, place two Events modules on the
page and enable the List mode on the second Events module, not the first module.

1. Go to an Events module and click the Edit Settings button on the Icon Bar.
2. Select the Display tab and expand the Event List Settings section.
3. At Grid or Repeater, select the layout.
4. At Show Table Header, choose whether to display a header above the event list.
5. Choose from these options to set the number of events displayed in the list:
l To set events by number of days: select Select Events By Days and then enter
the [number of] days before current date and [number of] days after current
date to be displayed.
l To set the number of events displayed select Select Events By Number and
enter the Next [number of] events to be displayed from the current date and
enter the within the next [number of] days. E.g. entering Next 10 events from
current date within the next 14 days will display a maximum of 10 events and
will not display events more than 2 weeks in advance.
6. At Event Fields to Display, modify the lists so only the fields to be displayed are listed
in the Available box.
7. At Page Size, select the number of events to be displayed on each page of the Event
List.
8. At Default Sorting, choose to sort events in Ascending (default) or Descending
order by event start date.
9. At Default Sort Column, select the column by which events in list view will be sorted by
default.
10. At Collapse Recurring, mark  the check box if recurring events should be collapsed

into a single row.

11. At Show Event Icons, mark  the check box beside each icon to be displayed beside

the event title in list view.

 12. The following additional options are available if the Repeater option is selected.
1. At Repeater as Table, mark  the check box to use a table based layout - OR -
unmark  the check box to configure the templates to use a div based layout.

Recommended for advanced users only.

2. In Repeater Columns text box, enter the number of repeater columns. If row is
not completely filled then, extra columns are populated with blank <td></td> pairs.
Rows are bracketed by <tr></tr> pair.
3. At Repeater Rows, text box, enter the number of repeater rows. If row is not com-
pletely filled then, extra columns are populated with blank <td></td> pairs. Rows
are bracketed by <tr></tr> pair.
4. At Use Time in Filter, mark  the check box to use the time when selecting
events - OR - unmark  the check box use the start of the range begins at mid-

night on the first day.

13. Click the Update Settings button.

Configuring Custom Fields Settings

Administrators can enable one or two custom text box fields via the Display - Week View Set-
tings section of Events Settings page. Custom fields are displayed when adding and editing
events.

Once the fields are enabled, the field information must be added for each language via the
Admin > Languages page. The custom fields can be found by navigating to Local Resources >
DesktopModules > Events > App_LocalResources > EditEvents.ascx in Local Resources
folder the Language Editor. Administrators must then update the lblCustomField1.Help and
lblCustomField1.Text fields and repeat for the Local Resources > DesktopModules > Events
> App_LocalResources > EventSettings.ascx.
Custom Field named "Department" displayed when adding an event

Configuring Tooltip Settings

Administrators can enable event descriptions to be displayed as a tooltip via the Display - Tool-
tip Settings section of Events Settings page.
Tooltips are displayed when a user hovers the mouse over an event title. The maximum num-
ber of characters displayed in the tooltip can be modified with any additional characters only
being displayed on the event details page.
Configuring Image Settings

Administrators can enable images and configure image settings via the Display - Image Set-
tings section of Events Settings page.

Enabling event images allows users to select an event image when adding and editing events.
Once images are enabled they can be shown in month and/or week view. A maximum width
and height can be set for the thumbnail image displayed in the week or calendar view. The full
size image is displayed in the detailed view unless otherwise specified when adding the image.
Enrollment & Moderation Setting

Configuring Enrollment Settings

Administrators can configure enrollment settings via the Enrollment & Moderation Settings -
Enrollment Settings section of Events Settings page. Enrollments can be enabled for author-
ized users and/or anonymous users. PayPal can be enabled to collect fees for paid events. The
email address associated with the PayPal account must be entered. The Host email address
will be used as the PayPal account by default.

Full events can be hidden and the attendee list can be shared on the event detail page by
default and then modified for individual events as required. Users can be allowed to enroll mul-
tiple people for events and cancel their enrollment to free events. The events displayed on the
My Enrollment page where users view and manage their enrollments can be modified.
Administrators can choose the fields displayed on the Event Detail Page and who can view
each field. In addition they can define the enrollment events that trigger an email being sent.
Configuring Moderation Settings

Administrators can enable moderation or all changes to events and enrollments via the Enroll-
ment & Moderation Settings - Moderation Settings section of Events Settings page.
General Settings

Configuring General Settings

Administrators can configure the general settings of Events via the General - General Settings
section of Events Settings page. Here the time interval in minutes at which events can be
scheduled. E.g. select "15" to set 15 minute intervals. The default setting is 30. Important. This
field cannot be edited once events have been added therefore all adjustment must be made
before any events are added.

Recurring events can be allowed which will display the Recurring Settings section on the Edit
Events page and the maximum number of occurrences that will be generated when a reoc-
curring event is saved can be entered to reduce data. Schedule and/or location conflicts can be
prevented to disallow more than one event being added within the same date and time period
or same location.

Administrators can prevent anonymous users from viewing the event title/details by display a
message instead, as shown in the below image.
Event details visible to authenticated users only

The events displayed in this calendar can be filtered by category and/or location, events can be
included in site wide searches and old events can be removed.
Configuring Event General Settings

Configuring Look and Feel Settings

Administrators can configure the look and feel of Events via the General - Look & Feel Settings
section of Event Settings page. Here they can choose from a wide range of themes; choose
the default event view and enable one or more views. Navigation controls can be displayed and
the icon bar can be hidden. Note: Hiding the Icon Bar will prevent unauthenticated users from
changing views because access to the module actions menu is restricted to authenticated
users only.

The first day of the week can be selected or DNN can detect the user's language to determine
the first day of the week. If the user is not logged in or does not have their language set, then
the site language will be used.
Users can be allowed filter events by one category or multiple categories and categories can
be restricted to those set in the Filter Events by Category Setting. See "Configuring General
Settings". Finally emails can be sent as text, HTML or automatically based on the content of the
email.

Configuring TimeZone Settings

Administrators can configure the time zone of Events via the General - TimeZone Settings sec-
tion of Event Settings page. Here the default time zone can be chosen and optionally displayed
on the event detail page. The primary and secondary time zone used can be based on user's
profile (a user must be logged in) and time zone set on this page or the site time zone. Finally
event creators can be allowed to specify the time zone for individual events.

Notification Settings

Configuring the Event Email Settings

Administrators can choose who will receive notification of new events and allow editors to send
an event email to role members via the Notification - Event Email Settings section of Event Set-
tings page.

Related Topics:

l See "Subscribing to New Events"

l See "Setting an Event Reminder"
Configuring Event Reminder Settings

Administrators can enable and configure reminders for Events via the Notification - Reminder
Settings section of Event Settings page. This allows users to request a reminder for an upcom-
ing event. Note: The Event Module Scheduler must be enabled by a Super User.

RSS, iCal & Social Setting

Configuring RSS Settings

Administrators can enable and set the date, days and details for event syndication via the RSS,
iCal & Social - RSS Settings section of Event Settings page.

Enabling RSS displays the RSS button in the top right corner.
Configuring Calendar Export Settings

Administrators can enable the iCal icon in the icon bar and configure event export settings via
the RSS, iCal & Social - Calendar Export Settings section of Event Settings page. Users can
be allowed to email themselves an iCal file that they can save to their calendar and Admin-
istrators can set the information included in this file.
Configuring Social Integration Settings

Administrators can enable and configure social integration for Events via the RSS, iCal &
Social - Calendar Export Settings section of Event Settings page. Events can be integrated
with Facebook, user journals and the site's social groups or a user's profile which allows users
to create private events in their user profile.
SEO & Sitemap Settings

Configuring SEO Settings

Administrators can enable Search Engine Optimization (SEO) and set SiteMap priorities for
Events via the SEO & Sitemap Settings - SEO Settings section of Event Settings page.
Configuring Sitemap Settings

Administrators can enable and configure the Search Engine Sitemap for Events via the SEO &
Sitemap Settings - Sitemap Settings section of Event Settings page.

Related Topics:

l See "Search Engine SiteMap"

l See "Configuring the SiteMap Settings"

Sub-Calendar Settings

Configuring SubCalendar Settings

Administrators can display events from one or more Events modules (SubCalendars) within a
single instance of an Events module via the Sub-calendar tab of Event Settings page. SubCal-
endars cannot be located on the same page as the Events module they will be displayed using.
A maximum of 1000 SubCalendars can be added.
Templates

Configuring Template Settings

Administrators can modify the default event templates via the Templates tab of Event Settings
page.
Setting Event Permissions

Events comes with additional permissions to allow users to access the event Settings page
(Edit Settings), moderate events (Moderate Events), edit existing events (Event Editor) and
manage event categories/locations (Global Category Editor/Global Category Editors). Users
who are granted Edit Module permissions can add and manage all events.

FAQs

FAQs is an IPortable module displays list of questions whose corresponding answers can
viewed by clicking on the question. Users must be granted Edit Module permissions to add and
manage FAQs and FAQ categories.
FAQs must be deployed and installed on DNN Platform by a Super User. Install and source
packages can be downloaded from the releases page and feature requests, bug links and gen-
eral questions can be submitted via the issues page.

Module Version: 05.01.01 / Minimum DNN Version: 07.00.06

Adding FAQs

Module editors can add a frequently asked question including an optional answer which can
include an image by selecting Edit > Add New FAQ from the module actions menu. The

FAQ publish and expire dates can be set and is can be assigned to a category. The FAQ can
be hidden and only displayed to editors enabling them to edit or update the FAQ. This feature
allows FAQs to be answered before they are published.
Once the question has been added it can be reordered using the Up and Down arrows.
Managing FAQs

Module editors can edit or delete FAQs by click the Edit button beside the FAQ. FAQs can
also be reordered directly on the page by clicking the Up or Down  button beside the FAQ.

Adding FAQ Categories

Module editors can add FAQ categories by selecting Edit > Manage Categories from

the module actions menu. Categories consist of a title and description and can have par-
ent/child relationships. Categories can be displayed in FAQs by editing the Item Template
under Module Settings (See "Managing FAQ Templates").
Managing FAQ Categories

Module editors can edit or delete FAQ categories by selecting Edit > Manage Cat-

egories from the module actions menu. Editors can select a category to edit or delete it. Cat-
egories can also be reordered or the parent/child relationships changed by dragging the
category to new position.

Important. A bug in FAQs 05.01.01 prevents categories from being edited or deleted.
Managing Category Settings

Administrators can choose to display FAQs categories using FAQ's module setting.

The category description can optionally be displayed as a tooltip when a user hovers their
mouse over the category name and categories can be displayed as a list, in a treeview or as a
drop down list. Empty categories that have been created but don't have any FAQs can be dis-
played or hidden.

Categories displayed in a list with categories displayed as check boxes

Categories displayed in Treeview

Categories displayed in Dropdown view

Managing FAQ Templates

The layout is managed using templates which can be altered to display information including
the question, answer, first and last name of the user who last updated the question, number of
times viewed, category name, category description, date created, date modified and the ques-
tion number. Administrators can edit templates using FAQ's module setting. A template is
provided for the answer, the question, as well as a loading template that is displayed while
AJAX is loading the answer to a selected question. Nine different tokens can be added to these
templates to display information such as the related category, the date the FAQ was created,
number of times an item has been viewed, etc. Note: To restore an original template, add a
new module and copy and paste the template from the new module into the edited module.

In the below image, the Question Template has been modified to include the FAQ Index before
the question and a background color has been added for questions.
Sorting FAQs

Administrators can configure the default sort order of FAQ's using FAQ's module settings.
Choosing a predefined order will sort FAQ's according to the order predefined by an Admin-
istrator or Page Editor who can set the FAQ order using the up and down arrows displayed dur-
ing editing.
FAQ's can otherwise be sorted by modified date, creation date, or popularity based on the num-
ber of times the FAQ has been clicked; and users can be allowed sort FAQ's.

Feedback

Feedback allows users to send messages to Administrators using a simple form. Feedback
can be used independently or together with Feedback Comments which displays the feedback
(comments) from all or some feedback categories. Once the feedback form has been sub-
mitted, the feedback may be displayed on the site immediately or it may require moderation.

Feedback must be deployed and installed on DNN Platform by a Super User. Install and
source packages can be downloaded from the releases page and feature requests, bug links
and general questions can be submitted via the issues page.

Module Version: 06.04.03 / Minimum DNN Version: 06.02.01

Optional Settings:

l Subject and category list management

l Hide or display multiple form fields
l Optional moderation for one or more feedback categories
 l Templates enable editors to change the module's look and feel
l Set unique permissions to manage moderation and lists
l Set validation rules for email, postal code, and telephone
l Optional CAPTCHA security code

Configuration

Feedback can be used as soon as it is added to a page, however it is recommended that cach-
ing be disabled to prevent stale data being displayed (See "Configuring Module Cache Set-
tings"). Using Feedback without any further configuration will send email notifications to the
Primary Administrator and all feedback will be visible in Feedback Comments.

Moderating Feedback

Administrators and moderators can moderate feedback by selecting Edit > Moder-

ation/Management from the module actions menu. Feedback requiring moderation is located

in the "Pending Feedback" section. Feedback can be printed for reading or reuse, permanently
deleted, or edited. Feedback can be published in Feedback Comments or set as
archive/private which only displays the feedback in that section of this page.

Feedback can also be filtered on this page by unmoderated categories to make it easier to mon-
itor feedback in unmoderated categories.

Feedback Settings

Configuring Feedback Category Settings

Administrators can configure Feedback category Settings on the Feedback Category Settings
section of the Feedback module settings page. Associating a category with a Feedback mod-
ule displays the category name on the form. Users can be permitted to change the category
and be required to select a category. If the category name includes an email address then feed-
back submitted to the category can be sent to that address.
Configuring Form and Fields Settings

Administrators can choose the fields that are visible in the Feedback form, modify the form size,
and manage form validation in the Form and Fields Settings section of the Feedback module
settings page. 
Configuring Moderation and Feedback Management Settings

Administrators can configure the feedback moderation and feedback using the Moderation and
Feedback Management Settings section of Feedback module settings. Here moderators can
be allows to moderate feedback added to this or all Feedback modules. If moderation is
enabled the item must be approved before it is displayed. Administrators can receive email noti-
fication of items requiring approval in addition to moderators. Users can be informed that their
item was approved/denied when pending and spam items are published or as soon as the feed-
back is submitted.

Moderation can be restricted to some categories only and the status of items in unmoderated
categories can be determined. Printing of a single feedback item can be configured.
Configuring Submission and Security Settings

Administrators can enable CAPTCHA and/or Akismet (visit http://akismet.com to acquire an

API key) security to reduce spam and configure form submission settings in the Submission
and Security Settings section of the Feedback module settings page. CAPTCHA displays a
Security Code field that requires users to enter the code to submit feedback. CAPTCHA audio,
case requirements, line and background noise (noise is the prevalence of dots and lines in the
code or background aimed at increasing security) can be configured.

The number of submissions each user makes can be limited by user account, IP address or
email address. Duplicate messages can be prevented from the same email address. Users
may also need to wait a period of time before submitting additional feedback. Users can be
redirected to upon submitting feedback and finally spam items to all users configured as mod-
erators.

Configuring Cleanup Settings

Administrators can configure Feedback module settings to automate the deletion of old feed-
back from Feedback Comments. Clean up is disabled for all feedback groups by default.
Email Address and Options

Administrators can configure the optional email addresses and choose the roles who will
receive feedback. Emails can be send asynchronously as a background task which reduces
site load if sending feedback to a large number of recipients.
Setting Feedback Permissions

Administrators can configure permissions to moderate feedback posts (e.g. submitted feed-
back and manage subject and category lists for the Feedback module.
Manage Feedback Lists

Adding Categories and Subjects

Administrators and Feedback List Editors can add feedback categories and subjects by select-
ing Edit > Edit Category/Subject Lists from the module actions menu. Categories

and subjects can be unique to this Feedback module or available for all modules on this site.
Categories and subjects can be deactivated at any time.

The category/subject value can be displayed in Feedback Comments beside any feedback
within this category or with this subject. The category value can alternatively be one or more
email addresses separated by a semi-colon (;). E.g. [email protected];[email protected].
See "Configuring Feedback Category Settings" to send notification to these emails when feed-
back is submitted to this category.
Managing Categories and Subjects

Administrators and Feedback List Editors can reorder, edit or delete Feedback cat-
egories/subjects. Active categories/subjects are listed on the settings page, whereas deac-
tivated subjects are not listed on the settings page and are only visible to Administrators on the
Feedback Lists page. Note: The "Portal Wide" setting can only be modified using the Feedback
instance where the category/subject was created. Likewise, this setting cannot be deselected if
the subject is in use on another instance of the Feedback module.

Feedback Comment Settings

Setting Visible Categories

Administrators can modify Feedback Comment module setting to determine what feedback is

displayed in this Feedback Comments. Comments can be displayed from one, several or all
Feedback modules and can also limited by one or more categories. This allows Administrators
to add multiple Feedback Comments to the site and display different feedback on different
pages. This feature can be combined with module permissions to display feedback from dif-
ferent categories to different roles and users. E.g. One Feedback Comments that only displays
the "Sales Enquiries" category can be visible to all users however another Feedback Com-
ments that only displays the "Product Feedback" category can be visible to existing customers
only.
Configuring Comments View Settings

Administrators can modify Feedback Comments module settings to update the templates that
control the appearance of Feedback Comments. Paging can also be enabled here.

Form and List

Form & List displays a list of repetitive data; a form that can be submitted; or both a form and a
list of the data that was submitted to that form. Various types of information can be added
including plain and rich text, dates, times, numbers, currency, image and file upload and down-
load, and user profile links. The form or list can also perform calculations on the values enter,
look up information or use XSL transformations to display additional information or change the
appearance of the form or list. Search capabilities can be added to the list and fields can be
restricted by role. Form & List is an IPortable and ISearchable module.

Form & List can be downloaded from CodePlex and must be deployed and installed on
DNN Platform by a Super User.

Upgrade Note: Custom data types (datatypes.config) which are stored in the DesktopMod-
ules/UserDefinedTable (the default location) are overwritten when Form & List is upgraded.
Overwriting can however be prevented by copying these files to the Portals/_ default/User-
DefinedTable folder.

Module Version: 06.01.00 / Minimum DNN Version: 06.01.00

Displaying a Form
Displaying a List

Configuration

Administrators can manually configure Form & List and then add one or more fields/columns to
the form/list. Alternatively, an existing template can be used and then modified if required. The
configuration should not be changed from a form to a list or from a list to a form once the fields
have been added.

Configuring a Form

A form can be configured from scratch by clicking the Configuration button and then choosing
whether to display a form or a form above or below a list. Note that deselecting "Actions as But-
tons" will prevent users who don't have access to the module action menu from using the form.
The Form Settings section allows Administrators to choose the way submitted forms are
handled. Alternative options are to change the message, hide the form after it is submitted or
redirect the user to another page.

Once the configuration is saved the initial form structure is shown and the form is ready to have
form fields added See "Creating a Form or List" . Other configuration requirements are to
choose the users who can submit the form and view form results ( See "Setting Form Per-
missions") and setting email notifications (See "Setting Email Settings").

Configuring a List

List can be configured from scratch by clicking the Configuration button and ensuring the List
option is selected.
All other defaults can be accepted to add a list using the default grid layout without searching.

To complete form configuration add one or more form fields (See "Creating a Form or List");
choose the users who can submit the form and view form results (See "Setting List Per-
missions"); and configure email notifications (See "Setting Email Settings").

Configuring Form & List Settings

Administrators can configure the Form & List module settings. Script and markup code can be
prevented from being entered for security purposes and users can be limited to entering a set
number of records per list.

Several Settings work in unison with the permissions to provide finer grain editing and viewing
permissions. Users can be restricted to only to manipulate (edit/delete) records they have
added. This field works in conjunction with module permissions to set which users/roles can
edit and delete records. CAPTCHA can be displayed for anonymous (unauthenticated) users if
they have been allowed to add and manage records and submit lists. Private columns can be
hidden from Administrators and Administrators can be prevented from editing restricted
columns. System fields (e.g. Created by, Created at, Changed by, and Changed at) can be hid-
den when "Display All Columns" is enabled.

Form & List Settings

Setting Form Permissions

Administrators can set permissions to manage form columns and submit forms. Additional Set-
tings provide finer grain editing and viewing permissions. See "Configuring Form & List Set-
tings"

User with Edit Record / Delete Record permission can edit / delete form records. Users with
Create Record/Submit Form permission can enter data and submit the form. Users with Dis-
play All Columns permission can view all columns including those not marked as Display On
List. Users with Edit Also Restricted Columns permission can edit restricted columns.
Users with In form mode permit list as well permission can view the submitted forms.
Setting List Permissions

Administrators can set permissions to create and manage list records and columns. Users who
are granted edit, delete or create row permissions can manage row created by any user. The
Show Columns permission allow users to view all list records including hidden column. The
Show Columns permission allows users to view private/restricted columns and the Private
Columns permission allow users to edit these columns. See "Configuring Form & List Settings"

Additional settings provide finer grained editing and viewing permissions.

Setting List Permissions

Configuring with a Template

Form & List can be configured using a template created from an existing form or list (See "Sav-
ing a Template") or a template can be uploaded to the Templates folder of the Admin > File
Management page. Select Edit > Scan For New Module Templates from the module

actions menu to refresh the templates list if available templates are not displaying.
Setting Email Settings

Administrators can configure Form & List Email Settings to send notification when a form or list
record is submitted, updated and/or deleted. The message body can be created by uploading
an XSL script or a general message that will be included in all emails can be entered and then
additional text can be included for the three different types of notification. Messages can be
sent to multiple users and replies can be redirected to specific emails.
Setting Email Notifications

Setting a Default Configuration

The configuration of an existing form or list can be saved as the default configuration by select-
ing Save Configuration As Default from the module actions menu on the Form & List

Configuration page.

This feature has no influence on new Form & List modules that are added to pages; rather it
allows users to place the existing module on other pages. It can also be useful for templates, as
it allows two setups to be stored in one template. When a template is used on a Form & List the
template will use the stored settings and the tab module settings. If this Form & List is then
added on a second page, the tab module settings are still empty and the saved default will be
used.

Note that thee default configuration can also be reset to the original settings in this area.

Optional List Settings

Search, filter and sorting can be configured for lists. Sorting is best configured once the list
columns have been added.

Setting List Searching and Filtering

List searching and filtering options can be used to manage large volumes of records. Record fil-
tering can be achieved by entering a Boolean filter expression that a record must match in
order to be displayed in the list. Use SQL syntax with WHERE clauses. If the column name has
spaces or special characters in it, surround the field name with [brackets].

A search box that searches all searchable columns can also be displayed above or instead of
list records. Searches can be made on one or all columns and can be set to contain, start with,
end with, or equal the search criteria. Two search layouts are included (standard or simple
search box), URL paths can optionally be displayed in the results and record paging can be
used.
Enabling the list search box
List displaying the results of a Simple Search

Setting List Sorting

List records can be sorted by a single column in ascending or descending order. If no column is
selected then records will be sorted in the order they are entered. Paging can be set to display
between 1-50 records per page, or all records can be displayed on one page.

Setting List Sorting

Setting Column Sorting and Direction

List Stylesheets

Lists can be rendered using a grid table (the default option) or a stylesheet created using XSL 
(Extensible Stylesheet Language) by changing the Rendering Method setting to Default
Grid Table or XSLT. The default grid table can be restored at any time.

Creating a Stylesheet

Self-made stylesheets can be created to transform the information displayed in a list. In the
below example, the new stylesheet displays the name of the user who created each record in
the list. This is done by adding a new column to the right of the existing columns that captures
and displays the display name of the user who is currently logged in.

The below image displays the list before the new XSL transformation has been generated:

Here is the list after the transformation which shows the name of the user who submitted the
row:

New style sheets are generated under Page Related Settings - List Settings on the Form & List
Configuration page.
In the 1. Edit HTML Template section the List View section displays the HTML for the table
and includes an Edit Link and each of the columns that have added to the table. Note: All
changes will be lost if the template is rebuilt before it is saved.

Here is a list of the different "List Type" that can be used as the layout for the content:

l Table: Renders all records inside a single table.

l Division: Renders each record inside its own div tag.
l Paragraph: Renders each record inside its own paragraph tag.
l Ordered List: Renders each record inside its own list item tag.
l Unordered List: Renders each record inside its own list item tag.
l Nothing: Renders all records separated by the delimiter (as selected at Delimiter
below.)
New fields or columns can be inserted into the "Available Fields and Context" text box. To
insert a new field, click inside the text box, select a field from the drop down list and then click
the Insert link. To insert a new column, click inside the text box in the location where the column
will be inserted and select a field from the drop down list (E.g. Context:DisplayName) and then
click the Insert Column link. This option is only enabled when Table is set as the List Type.

In the Options section, choose whether to use the record sorting and paging specified in Form
and List Configuration page. Mark  the Add Detail View check box to add a link to an addi-

tional Detail View, showing the columns of the current record only. This displays the current lay-
out of the Detail View page. The information can be manually edited or new fields can be
added by clicking inside the text box where the field will be inserted and select the field to insert
from the Available Fields and Content drop down list and then click the "Insert" link. Like-
wise the default Detail View template can be restored by clicking using the "Rebuild" link.

Click the Generate from HTML Template button to view the results in the "2. Edit XSLT
Script" section where further edits can be made.
Go to the "3. Save File" section and enter a file name then click the Save File and Return link.
Click the Save Configuration and Return button.

Editing a Self-Made Stylesheet

The XSL Transformation file for a user made list stylesheet that is in use on the current Form &
List module can edited under Page Related Settings - List Settings on the Form & List Con-
figuration page. Additional columns and fields can be inserted or deleted, sorting and paging
options modified and the detailed view can be modified. The changes can then be saved as a
new file or the same file.
Editing the Current XSL Script

The XSL Transformation used on the current form or list can be editing by selecting Edit Cur-
rent XSL Script from the Form & List module actions menu. Additional columns and fields can
be inserted or deleted, sorting and paging options modified and the detailed view can be mod-
ified. The changes can then be saved as a new file or the same file.

Using a Self-Made Stylesheet

Lists can be rendered using a self-made stylesheet by choosing the saved XSL Script on the
Page Related Settings - List Settings on the Form & List Configuration page.
Rendering a List using self-made Stylesheets

Creating a Form or List

Once Form & List has been configured as a form (See "Configuring a Form") or a list (See
"Configuring a List") it is ready to have columns added in the Data Table Setup section of con-
figuration. Before any columns are added you will see four pre- existing system columns
(Created by, Created at, Changed by, and Changed at) that record the user and time/date of
each form/list submission or update. These fields cannot be deleted however they won't be dis-
played on the form/list unless the column is edited and the "Display on List" check box is
marked.

The "Exclude Module Content From Search" field displayed below the columns can be marked
to exclude this form/list from site wide searches.

New columns can be added by clicking the Add New Column button and choosing the type of
data that can be entered and/or displayed.
Most columns include a title that is displayed on the form/list, help text to assist users when
adding/editing data and an optional default value. Each column can be mandatory or optional;
displayed or hidden on the list; visible only to users with appropriate form/list permissions; and
included in form/list searches in accordance with any Search Options configured.
Columns that include form settings typically allow Validation Rules to be set and a Validation
Message can be displayed when an incorrect value is entered. Rules must be entered using
the required input pattern using the "Regular Expression" language. See MSDN Library for
more on expressions. Finally, a CSS style can be applied to text boxes and the list controls.

See the "Configuring Column Types" section of this manual for details on completing the Form
Settings and List Settings options for each column type.
Configuring Column Types

Each column type has unique form and list settings that must be configured to determine the
data that can be selected or added to the column.

Configuring a Calculated Column

Calculated columns display the result of an expression on a form or a list. The below example
shows a truncated Product Code that is generated by combining the Product Number and
Product Category fields.

The results of the Calculated Column are displayed on the Edit Record page once the record is updated

The Calculated Column Displayed in a List

To configure a calculated column enter the expression. In this example the expression formula
used is [Product Number]+','+[Product Category]. See MSDN Library for more on expres-
sions.

In the Form Settings section, choose whether to display the results as date/time, decimal,
integer, text or true/false. This field can optionally be displayed on the edit form which will allow
the data to be edited. In addition the result of the calculated data can be rendered in the form. If
this option isn't enabled then the full expression will be shown.

In the List Settings section, enter an output format string suitable for this data type in
the "Output Format" text box. E.g. 00.00
Configuring Form & List Settings for a Calculated Column

Configuring a Currency Column

The currency column allows editors to enter any currency amount or select from predefined list.

The currency column displayed in a list

To configure a currency column, enter a default amount or leave blank to display an empty
field.
In the Form Settings section, enter a definitive list of values separated by a semi-colon (E.g.
10;15;20;25;30;35;40;45;50) into the "List of Values" text box and choose to display the values
in a drop down list or using vertical or horizontal radio buttons - OR - Leave empty to allow
users to enter any value. Note: Both the "Default Value" and "List of Values" fields must be left
blank to enter any value.

In the List Settings section and enter the currency symbol to be displayed in the Table (E.g.
EUR) - OR - Leave this field blank to display the currency set for this site. See "Payment Set-
tings".
Configuring Form & List Settings for a Currency Column

Configuring a Date Column

The date column allows editors to select a date from a Calendar or choose a date from a pre-
defined list.
Setting a date field on a form

The Date field displayed in a List

To configure a date column, enter a default date (E.g. 2015-01-01) or leave blank to display an
empty field.
In the Form Settings section, enter a definitive list of dates separated by a semi-colon (E.g.
2012-01-01;2012-02-01;2012-03-01) and choose to display the values in a drop down list or
using vertical or horizontal radio buttons - OR - leave blank to allow users to select any date
using the date picker. Note: Both the "Default Value" and "List of Values" fields must be left
blank to display the Calendar.

In the List Settings section leave the "Output Format" text box blank to display short dates (E.g.
2/21/2015) - OR - Enter one of the following options to set the date format: enter d for a short
date (e.g. 2/21/2015); enter D for a long date (e.g. Thursday, February 21, 2015); enter M to
display the month and day (e.g. February 21); or enter Y to display year and month (e.g. Febru-
ary, 2015).

Configuring Form & List Settings for a Date Column

Configuring a Date and Time Column

The date/time column allows editors to select a date using the Calendar and select a time using
a Time Picker.
Selecting a date/time

Date/time displayed in a List

To configure a date and time column, enter the default date and time to be displayed on the Cal-
endar (E.g. 2015-01-01T12:00:00) or leave blank to display an empty field.
In the List Settings section leave the "Output Format" text box empty to display a short date/-
time format (E.g. 2/21/2011 8:00 AM) - OR - Enter one of the following options to set the date
format: enter f to display long date/short time (e.g. Thursday, February 21, 2015 8:00 AM);
enter F to display long date/long time (e.g. Thursday, February 21, 2015 8:00:00 AM); enter g
to display short date/short time (e.g. 2/21/2015 8:00 AM ); enter G to display short date/long
time (e.g. 2/21/2015 8:00:00 AM) or enter Y to display year and month (e.g. February, 2015).
Here you can also choose to display the date/time in the time zone set on the current users pro-
file or use the default site time zone.

Configuring Form & List Settings for a Date/Time Column

Configuring a Decimal Column

The decimal column allows editors to enter any decimal number or choose one from a pre-
defined list. This field allows whole numbers, decimal number, positive, negative and zero
amounts to be entered. Decimal numbers up to the nearest two decimal point value. E.g. 8.458
will be displayed as 8.46 in the list however it will remain as 8.458 in edit mode.
The Decimal field displayed in a list

To configure a decimal column, enter a default decimal value (e.g. 15.50) or leave blank to dis-
play an empty field.

Configuring a Decimal Column

In the Form Settings section enter a definitive list of values separated by a semi-colon (e.g.
10;15.50;20.99;25.7;2;29.333) and choose to display the values in a drop down list or using ver-
tical or horizontal radio buttons - OR - Leave blank empty to allow users to enter any value.
Note: Both the "Default Value" and "List of Values" fields must be left blank to enter any value.

In the List Settings section enter the output format that the decimal value will be displayed as.
E.g. 0.00 or 0.0
Configuring Form & List Settings for a Decimal Column

Configuring a Download Column

The Download column allows editors to select (and optionally upload) a file or choose a file
from a predefined list. The download file is displayed as a link on the list.

A download column that displays the Link Caption

To configure a download column, enter the URL of the file to be downloaded by default. Altern-
atively leave blank to display the Link control for all link types (URL, page and file).

Configuring a Download Column

In the Form Settings set the "List of Values" by entering a definitive list of files that can be down-
loaded - OR - Leave blank to allows users to select (and upload if permissions allow) a file
using the Link control. Note: Both the "Default Value" and "List of Values" fields must be left
blank to display the full link control. If a default value is provided users will only be able to select
other internal site files.

In the List Settings section, enter the "Link Caption" text that will link to the downloadable file
(e.g. Download this brochure ) or leave blank to display the URL and optionally abbreviate the
URL to only display the file name (e.g. The file "http://awesomecycles.biz/bikes.pdf" will be dis-
played as "bikes.pdf"). The file can be set to open in the current or a new browser window and
the file can set to automatically download the file. This option is only recommended if a pre-
defined list of files is used.
Configuring Form & List Settings for a Download Column

Configuring an Email Column

The Email column allows editors to enter an email address into a text field or choose an email
address from a predefined list. The chosen email address is displayed as a link on the list.

Adding an email record to a list on the Edit Record page

The email column displayed in a list

To configure an email column, enter the default email address (E.g. sales@awe-
somecycles.biz) to be displayed for this field or leave blank to display an empty field.

Configuring an Email Column

In the Form Settings section, enter a definitive list of email addresses separated by a semi-
colon (E.g. [email protected];[email protected];[email protected]) and choose to
display them in a drop down list or using vertical or horizontal radio buttons - OR Leave blank to
allow users to enter any address. Note: Both the "Default Value" and "List of Values" fields
must be left blank to enter any email address.

In the List Settings section, enter the "Link Caption" text for the "mailto" link (e.g. Contact this
person) or leave blank to display the email address entered. The "mailto" link can be disabled
and the email address as plain text; however this will be overridden if the Link Caption field is
set.
Configuring Form & List Settings for an Email Column

Configuring an Image Column

The Image column allows editors to or select an image using the Link Control (and optionally
upload depending on user permission) or choose an image from a predefined list. The chosen
image is displayed on the list.
Setting an image on the Edit Record page. The "Product Image" field is the data entered into the Field Editor in the first image. The
"Upload Image" field shows how the Image field can be used to enter any URL or select/upload any site file.

The Image field displayed in a List

To configure an image field, enter the URL of the default image or leave blank to either display
the first image entered into the "List of Values" below or, if the "List of Value" is blank, to display
the Link Control.
Configuring an Image Column

In the Form Settings section enter a definitive "List of Values" separated by a semi-colon (E.g.
http://www.awesomecycles.biz/bike- performance.png;http://www.awesomecycles.biz/bike-
vintage.png) and then choose to display the values in a drop down list or using vertical or hori-
zontal radio buttons or leave blank to allow users to upload/select any image using the Link
Control. Note: Both the "Default Value" and "List of Values" fields must be left blank to enable
the Link Control.

In the List Settings section, enter the alternate text for this image. Tokens replacement is avail-
able. A thumbnail that links to the original image can be used instead of the original image size,
but this setting will not work for defined image lists. The thumbnail size can be defined and lar-
ger or smaller images will be scaled accordingly. If a thumbnail width is entered it will override
the height.
Configuring Form & List Settings for an Image Column

Configuring an Integer Column

The Integer column allows form/list editors to select an integer from a predefined list or enter
any integer into a text field. Only whole numbers (positive, negative or zero amounts) can be
entered into an integer field. E.g. 8, -8, 0. E.g. 8. The chosen integer is displayed on the list.

The Integer Column displayed in a List

To configure an integer column, enter a default integer (e.g. 10) or leave blank to display an
empty field.
Configuring an Integer Column

In the Form Settings section enter a definitive list of integers separated by a semi-colon (e.g.
5;10;15;20;25;30) and choose to display the values in a drop down list or using vertical or hori-
zontal radio buttons - OR - Leave blank empty to allow users to enter any integer. Note: Both
the "Default Value" and "List of Values" fields must be left blank to enable users to enter any
integer.

In the List Settings section, enter the "Output Format" to determine how the decimal value will
be displayed. E.g. 0.00 or 0.0
Configuring Form & List Settings for an Integer Column

Configuring a Link to User's Profile Column

The Link to User's Profile column allows editors to enter a username into a form/list or choose a
user from a predefined list. The form/list will then display the user's display name or username
as a link to the user's profile.

The User Profile field displayed in a List

To configure a link to user's profile column, enter a default username or leave blank to display a
blank field.
Configuring a Link to User's Profile Column

In the Form Settings set the "List of Values" by entering a definitive list of usernames separated
by a semi-colon (E.g. joan;jack;johnny) and choose to display them in a drop down list or using
vertical or horizontal radio buttons - OR - Leave blank to allow any username to be entered.

In the List Settings section choose to display the username or display name on the form and
whether the user's profile will be displayed in a new browser window. Finally, enter an expres-
sion including tokens to change the details rendered for this field.
Configuring Form & List Settings for a Link to User's Profile Column

Configuring a Look-Up Column

Look-up columns display the result of an SQL query against an existing user or file in the form
or list. For Example, the below tutorial queries the size of files displayed in the "Brochures"
column and displays the result in the "Brochure Size" column. In the below example, the Look-
Up column is set to display the size of the file selected in the Brochure column.
The Look-Up column displayed in a List displays the size of the files displayed in the Brochures column

To configure a look-up column, enter the token text to query the User or File object.

Configuring a Look-Up Column

In the Form Settings section, enter the name of the "Source Column" that contains a reference
to a user or local file and mark the " LookUp_HideOnEdit" check box to display the look up
value to editors on the Edit Form page.
Configuring Form & List Settings for a Look-Up Column

Configuring a Rich Text Column

The Rich Text column displays a multi-line text box that can be set to allow form or list editors to
enter plain text or rich text.
Adding Rich Text to a List

Rich Text displayed in a List

To configure a rich text column, enter the default text to be displayed in this field or leave blank
to display an empty field.

Configuring a Rich Text Column

In the Form Settings section choose a plain multi-line text box or a rich text editor.

Configuring Form & List Settings for a Rich Text Column

Configuring a Separator Column

Separator columns display a separator (line break) that allows similar fields to be grouped,
such as address fields. The separator title is displayed above the separator and the separator
can be a collapsible area on a list. The collapsible section will continue to the next separator or
the end of the list.

A form with two separators

Configuring a Text Column

The text column allows editors to enter plain text into the form or list or chose text from a pre-
defined list.

The Text field displayed in a form

Text displayed in a List

To configure a text column, enter the default text for this field or leave blank to display for an
empty field.

Configuring a Text Column

In the Form Settings section, enter a definitive list of values separated by a semi-colon (E.g.:
Mr;Ms;Miss;Mrs;Dr) and then choose to display the values in a drop down list or using vertical
or horizontal radio buttons - OR - Leave empty to allow users to enter any text.
Configuring Form & List Settings for a Text Column

Configuring a Time Column

The time column allows editors to select a date using a Time Picker or select a time from a pre-
defined list. The time is displayed on the list in the chosen format.
Adding/editing a time record on the Edit Record page

To configure a time column, enter the default time to be displayed on the Time Picker (E.g.
12:00:00) or leave blank for an empty field.
Configuring a Time Column

In the Form Settings section set the "List of Values" by enter a definitive list of times separated
by a semi-colon (E.g. 11:15;11:30;11:45) and choose whether display the times in a drop down
list or using vertical or horizontal radio buttons - OR - Leave empty to select any time using the
time picker.

In the List Settings section enter the "Output Format" to set how the column data will be dis-
played in the table from these options: Enter t to display the short time format (e.g. 11:00 PM)
or enter T or leave blank to display standard format long time. E.g. 11:00:00 PM.
Configuring Form & List Settings for a Time Column

Configuring a True/False Column

The True/False column allows editors to mark or unmark a check box to set the item as true or
false.
The True/False Column displayed in a List

To configure a true/false column, set the default value as "True" or "False" or leave blank for a
"False" value.

Configuring a True/False Column

In the List Settings section text can be added that will appear to the right of the check box in the
Edit Item page and on the form or list.
Configuring Form & List Settings for a True/False Column

Configuring a URL Column

The URL column allows editors to enter any URL, select a URL from a predefined list or use
the Link tool to choose a page or file URL. The chosen URL is displayed as a link on the list.
The URL field set above as displayed on a form or Edit List page

The URL field set above as displayed on a list

To configure a true/false column, enter a default URL or leave blank for an empty field.
Configuring a URL Column

In the Form Settings section, enter a definitive list of URLs separated by a semi-colon (e.g.
www.domain.com;www.awesomecycles.biz) and choose to display the values in a drop down
list or using vertical or horizontal radio buttons - OR - Leave blank empty to allow enter URL to
be entered. Note: Both the "Default Value" and "List of Values" fields must be left blank to
enable enter any URL. 

In the List Settings section, enter the "Link Caption" text that will link to the downloadable file
(e.g. Download this brochure ) or leave blank to display the URL and optionally abbreviate the
URL to only display the file name (e.g. The file "http://awesomecycles.biz/bikes.pdf" will be dis-
played as "bikes.pdf"). The file can be set to open in the current or a new browser window and
the file can set to automatically download the file. This option is only recommended if a pre-
defined list of files is used. Link tracking can be enabled. See "Tracking and Logging Link
Clicks".
Configuring Form & List Settings for a URL Column

Managing Columns

Form & List columns can be edited, reordered (using drag and drop) or deleted on the Schema
Definition tab of Form & List Configuration. Note: The column type should not be modified once
data has been entered as it may cause an error.
Drag and drop reordering and Edit and Delete actions

Adding a List Record

Authorized users can add new records to a list by select Edit > Add New Record from the

module actions menu or clicking the Add New Record button.

If a Security Code is hard to read, refresh the page to view a new code before entering data to
avoid data loss.
The newly added list record

Importing and Exporting Records

Records that have been added to a form or a list can be exported as a csv file and imported into
another form or list by selecting Edit > Export to CSV File from the module actions

menu. Note: The "Delimiter" field determines the character that will be used to separate
records in the file. The default option "Comma" is used for US-English. Warning. Existing
records will be deleted from a form or list during import.
Similarly, the exported file can be imported by selecting Edit > Import from CSV File

from the module actions menu and choosing the required file.

Managing Form Records

Form records can be viewed by click the Show Records button below the form. If form buttons
are hidden select Edit > Show Records from the module actions menu. Form records
can then be edited by clicking the Edit button beside the record to be edited.

Managing List Records

To edit or delete a single record, click the Edit  button beside the record and then edit and

update the data, or click the Delete button to permanently delete. All records can be deleted
simultaneously by selecting Edit > Delete All Records from the module actions menu

and then refreshing (F5) the page to clear cached records. Editing or deleting of records may
be restricted by users/roles or users may only be able to edit and delete their own records.
Saving a Template

The configuration of a form or list can be saved as a template by selecting Edit > Save

as Template from the Form and List module actions menu. A template name and description
must be provided and one or more sample records can be included in the template. Once the
template is saved it will be displayed in the template list on Form and List modules before con-
figuration.

Saving a List as a Template

Showing All Data as XML

Administrators and Page Editors can view List data can be displayed in XML format by select-
ing Edit > Show All Data As XML from the module actions menu. The data can be

saved and used as required.

IFrame

IFrame displays content from this site or another website within a frame. IFrame can be used to
frame content such as documents, PDF files, images or website pages. Note: Files may open
in a new browser window depending on the Web browser settings. The IFrame can display a
frame border, scroll bars and the width and height can be set. The IFrame content can be cus-
tomized using querystring parameters. Users must be granted Edit Module permissions to add
and edit IFrame content.

The IFrame must be deployed and installed on DNN Platform by a Super User. Install and
source packages can be downloaded from the releases page and feature requests, bug links
and general questions can be submitted via the issues page.

Installation Note:

Module Version: 04.05.00 / Minimum DNN Version: 06.01.00

A website displayed in an IFrame

Displaying a Site Page in an IFrame
The Internal File displayed in an IFrame

Setting an IFrame

Editors can display an internal or external page or file (such as an image or document) within
an IFrame by selecting Edit > Edit IFrame Options from the module actions menu.

The IFrame width can be set as a pixel value (E.g. 700), as a percentage (E.g. 100%), or the
default width of 280 pixels can be used. Likewise IFrame height can be set in pixels, the default
height of 130px can be used, or the height can automatically render 100% of an internal file.

Vertical and horizontal scroll bars can be displayed to automatically when scrolling is required,
at all times or hidden. If scroll bars are hidden ensure to set the width and height to a size that
allows all the content to be viewed. Other Options include Onload (JavaScript) that will be
executed when the page loads. This allows behaviors such as displaying a pop up alert box for
a special event when the user goes to the page. This field can only be set by Administrators.
QueryString parameters can optionally be added to the IFrame to pass information from the
DNN site to the source website. For example: If the source website needs to know the first
name of the authenticated user to display their first name, then the IFrame can be used to pass
the first name through by entering FirstName in the Name text box and then selecting User's
First Name from the Value drop down list. This only works if the website in the IFrame knows
how to pick up these parameters from the QueryString. Therefore when setting these values
users need to know the names of the parameters which the target website can use from the
QueryString.
Each querystring consists of a name (e.g. TabID) and a parameter value and can be set to
pass the querystring parameter through to the IFrame as a bookmark/anchor.

Fixing Redirects

Sites can be programmed to prevent framing. If these sites are saved as the Source in an
IFrame, the site will not appear inside the IFrame on the page. Instead users who visit the page
where the IFrame is located will be redirected to the framed website. To avoid to this problem,
always seek permission from the site owner and confirm with their webmaster that the source
permits framing. Alternatively, add the IFrame to a test page that can be deleted by an Admin-
istrator via the Admin > Page Management if there are any problems.
Links

Links displays a list of manually created links or a dynamic list of site files, site pages or the
friends of the current user. Users must be granted Edit Module permissions to add, edit and
delete links. Link icons and descriptions can be displayed and links can be displayed vertically
or horizontally on the page or in a drop down list.

Links must be deployed and installed on DNN Platform by a Super User. Install and source
packages can be downloaded from the releases page and feature requests, bug links and gen-
eral questions can be submitted via the issues page.

Module Version: 06.02.03 / Minimum DNN Version: 07.02.00

Features: IPortable, ISearchable

Displaying a list of manually created links

Adding a Link

Module editors can add a link to an URL, site page, file or user profile by selecting Edit >

Add Link from the module actions menu. The link can be a URL (See "Setting a URL Link"), a
page (See "Setting a Page Link"), a file (See "Setting a File Link"), or a user link (See "Setting a
User Profile Link"). Note: The Links module does not prevent link to disabled page therefore it
is recommended that links are tested. Links to disabled pages function normally for Admin-
istrators and Super Users; however other users will be redirected to the site's Home page. Tip:
An alternative way to add links is to use the Rich Text Editor which will prevent links being cre-
ated to disabled pages. See "Setting a Page Link".
Optional settings include a description can be entered that will be used as the Info Link; enter-
ing a view order for this link leaving this field blank to add the link to the top of the list. URL links
can be refreshed to ensure the latest content is displayed. The frequency should reflect how
regularly the URL content is updated. Finally, if role permissions are enabled for this Links mod-
ule ( ) then the link can be restricted by roles.
Managing Links

Module editors can edit and delete manually created links from the Links module.

Displaying File Links

Administrators and page editors can configure Link Settings to display a list of site files by
choosing the folder that contains the files to be listed. The icon associated which each file type
is automatically displayed beside each file.
Optional settings allow files to be displayed vertically, horizontally or in a drop down list and ver-
tical or horizontal links can be forced to display in a single line regardless of the pane width. Fin-
ally the file size can be viewed using an Info Link (i.e. ...) or in a popup window when a user
hovers their mouse over the link.

Displaying Friend Links

Administrators and page editors can configure Link Settings to display a list of the current
user's friends and any users that have sent a friend request by setting the "Module Mode" to
Friends. Friends can be displayed in a "Normal" list and sorted by ascending or descending
order by username, display name, first or last name.
Friends displayed by Last Name in Normal Layout with Info Link PopUp

Alternatively profiles can be displayed in a "Business Card" layout which displayed additional
information about friendships.

Friends displayed by in Business Card Layout

Optional settings allow links to be displayed vertically, horizontally or in a drop down list and ver-
tical or horizontal links can be forced to display in a single line regardless of the pane width.

Finally an Info Link can be used to display friendship status and additional name details. The
Info Link can be set to appear as a series of three leader dots (i.e. ...) that can be selected to
view the information or in a popup window when a user hovers their mouse over the link.

Displaying Friend Links

Displaying Manual Links

Administrators and page editors can modify Link Settings to "Link" module mode to display
manually created links. This is the default configuration mode however if the Links module is
changed to another mode the link information will be retained which allows it to be restored at a
later time. Optional settings allow links to be displayed vertically, horizontally or in a drop down
list and vertical or horizontal links can be forced to display in a single line regardless of the pane
width. Finally the link description can be viewed using an Info Link which can appear as a series
of three leader dots (i.e. ...) that can be selected to view the link description or in a popup win-
dow when a user hovers their mouse over the link.

Permissions can be enabled to allow editors to set role permissions for each link individually or
they can be disabled to display all links to all users regardless of the roles selected on the Edit
Links page.
Displaying Page Links

Administrators and page editors can configure Link Settings to display a menu list of child
pages by selecting a parent page. Hidden menu pages can optionally be in this list of page
links.
Page menu with Popup Info Links

Optional settings allow links to be displayed vertically, horizontally or in a drop down list and ver-
tical or horizontal links can be forced to display in a single line regardless of the pane width. Fin-
ally the page description can be viewed using an Info Link which can appear as a series of
three leader dots (i.e. ...) that can be selected to view the link description or in a popup window
when a user hovers their mouse over the link.
Media

The Media module displays a single media file that can be an image, movie or sound file. The
displayed file can be located on the site, at any URL or on Microsoft Azure. A large number of
media types are supported including Flash, Windows media, Media AVI, MPEG, MPG, MP3,
MP4, ASF, ASX, WMA, WMV, WAV, QuickTime and Real Video. Optional settings include link-
ing an image to another resource such as another page, file, or website. Users must be gran-
ted Edit Module permissions to add and manage media. Media is also integrated with social
collaboration tools to allow media updates to be posted to the Journal. Media is IPortable and
ISearchable.

Media can be downloaded from CodePlex and must be deployed and installed on
DNN Platform by a Super User.

Module Version: 04.04.02 / Minimum DNN Version: 07.02.00

Displaying Media using OEmbed Link

Media can be displayed using an OEmbedded link from existing sites and social media outlets
such as YouTube using the Media module. This method is widely supported and only requires
the URL where the movie is located.

Module editors can display embedded code by selecting Edit > Edit Media Options

from the module actions menu and choosing the "Website URL" media type and then entering
or pasting the URL. Use the >> Validate URL link to validate that the URL entered is sup-
ported. If it isn't supported instead try to access and embed the code. Alternative text describ-
ing the media must be entered although it is not displayed on the page.
In the Basic Settings section an optional rich text description can be entered that will be dis-
played below the media and the media can be aligned. Don't complete the width or height fields
as these are set in the link.

In the Only Videos and Flash Use the Following Settings section, review the message and
choose whether video should automatically start when the page loads or whether the user
should manually start the video. Also choose whether video should automatically replay when it
ends or if it should play the video once and allow users to replay using controls or page refresh.

The Social Integration section indicates whether this new/updated media will be shared on
your user profile activity feed and any other Journals on the site. To modify the default settings,
select "Override Site Settings" and update the "Post to Journal" field as required.
Note: Additional options are available to Administrators.
A video displayed using an OEmbedded link

Displaying Embedded Code

Media from existing sites and social media outlets such as YouTube, Vimeo, or Twitter can be
embedded into the Media module. The method by which embedded code is obtained will
depend on the site, however it is typically as easy as copying and pasting the embed code from
the site. E.g. To obtain the embed code from YouTube, simply click the Share button, typically
displayed below the media and then copy the embed code that is displayed.
Module editors can display embedded code by selecting Edit > Edit Media Options

from the module actions menu, choosing the "Embed Code" media type and then entering or
pasting the code to be embedded. Alternative text describing the media must be entered
although it is not displayed on the page.
In the Basic Settings section an optional rich text description can be entered that will be dis-
played below the media and the media can be aligned. Don't complete the width or height fields
as these are set in the embed code.

In the Only Videos and Flash Use the Following Settings section, review the message and
choose whether video should automatically start when the page loads or whether the user
should manually start the video. Also choose whether video should automatically replay when it
ends or if it should play the video once and allow users to replay using controls or page refresh.

The Social Integration section indicates whether this new/updated media will be shared on
your user profile activity feed and any other Journals on the site. To modify the default settings,
select "Override Site Settings" and update the "Post to Journal" field as required.
Note: Additional options are available to Administrators.
Embedded code displayed in the Media module

Displaying an Image

Module editors can display a single image in the Media module by selecting Edit > Edit

Media Options from the module actions menu, choosing the "Standard File System" and set-
ting a URL or File link to the image. See "Setting a URL Link" or See "Setting a File Link" .
Alternative text that will be display when a user hovers their mouse over the image should also
be added.
In the Basic Settings section the image width and/or height can be set in pixels to override the
actual image size. Note: The actual width and height values for an image will be displayed in
this field once the image is updated. This can be useful for scaling images. An optional rich text
description can be displayed below the image and the media can be aligned.
An optional link can be added to allow the image to function as a button.

The Social Integration section indicates whether this new/updated media will be shared on
your user profile activity feed and any other Journals on the site. To modify the default settings,
select "Override Site Settings" and update the "Post to Journal" field as required.
Note: Additional options are available to Administrators.
Setting Social Integration settings

Image displayed on the Media module

The media displayed on the user's profile page

Displaying a Sound File

Module editors can display mp3, wav and wmv sound files with user controls (play, pause,
rewind, volume, etc.) using the Media module. Other file types can be enabled by a Super
User.

Sound files are displayed by selecting the "Standard File System" media type and setting the
link to the sound file. Alternative text describing the media must be entered although it is not dis-
played on the page.
In the Basic Settings section, enter a pixel width to set the length of the sound file control panel
and a pixel height to set control panel height. If either value is left blank then it will default to 0
(zero) and the sound file will not be accessible. An optional rich text description can be dis-
played below the sound file and the media can be aligned.
The Social Integration section indicates whether this new/updated media will be shared on
your user profile activity feed and any other Journals on the site. To modify the default setting,
select "Override Site Settings" and update the "Post to Journal" field as required.
Note: Additional options are available to Administrators.

Displaying a Sound File

The sound file displayed on the user's profile

Displaying Video and Flash

Module editors can display video (wmv and avi files) and Flash movies (swf files) with user con-
trols (play, pause, rewind, volume, etc.) using the Media module. Other file types can be
enabled by a Super User.

Sound files are displayed by selecting the "Standard File System" media type and setting the
link to the sound file. Alternative text describing the media must be entered although it is not dis-
played on the page.
In the Basic Settings section, enter a pixel width and height for the video. An optional rich text
description can be displayed below the movie and the media can be aligned.
In the Only Videos and Flash Use the Following Settings section, review the message and
choose whether video should automatically start when the page loads or whether the user
should manually start the video. Also choose whether video should automatically replay when it
ends or if it should play the video once and allow users to replay using controls or page refresh.

The Social Integration section indicates whether this new/updated media will be shared on
your user profile activity feed and any other Journals on the site. To modify the default settings,
select "Override Site Settings" and update the "Post to Journal" field as required.
Note: Additional options are available to Administrators.
A movie displayed in the Media module

Editing Media Options

Module editors can edit media by selecting Edit > Edit Media Options from the module

actions menu. Media updates may be posted to the user's journal depending on the Social
Integration Settings. Note: If the module action menu is hidden behind a video is cannot be
edited. An alternative would be to view the page in Layout mode, delete the module and then
add and setup a new Media module.

Configuring Social Integration Settings

Administrators can configure the default social integration settings for all instances of the Media
module by select Edit > Edit Media Options from the module actions menu. At least

one Media module must be in use on the site before these defaults can be set. In the Social
Integration section the settings that are applied to this instance of the Media module are shown.
This may or may not reflect the defaults applied to all instances of the Media module. Here
Administrators can choose whether a journal post is made each time an editor adds or updates
some media. Once this is determined they can then choose whether this action is the same
"For All Media Modules" or only for this individual Media module. If it is applied to all media mod-
ules then the "Override Site Settings" field will be revealed on all instances of the Media module
(once the current settings are saved) to allow editors to modify the default setting for journal
posts.

Administrators can also choose to be notified of media updates.

Admin Pages
The Admin pages (also called the Admin Console) allow Administrators and Super Users to
access all Administrator level settings and tools for this site. The Admin Console can be
accessed either by hovering over or clicking on the Admin link in the Control Panel. Note: The
Admin Console can be displayed as a page in the menu by setting the page as visible in the
menu using the Admin > Page Management page. See "Including a Page in the Menu".

Overview of the Admin Pages

Icon Page Name Description and Tutorial Link

Device Preview The Admin > Device Preview Management page enables Admin-
Management istrators to manage a list of profiles for viewing the site in different
Icon Page Name Description and Tutorial Link
devices such as mobile phones. See "Device Preview Man-
agement"
Event Viewer The Admin > Event Viewer page provides a log of database events.
This page includes tasks that are only available to Super Users. See
"Event Viewer"
Extensions The Admin > Extensions page enables Administrators to manage
extensions that have been installed on the site by the Host. Addi-
tional extension management can be accessed by Super Users.
See "Extensions (Admin)"
File Management The Admin > File Management page enables management of site
files. See "File Management"
Google Analytics The Admin > Google Analytics page improves site results. See
"Google Analytics"
Languages The Admin > Languages page allows Administrators and Super
Users to enable and manage the languages files associated with a
site. See "Languages" Tip: A large section of language packs are
available from the DNN Store (http://store.dnnsoftware.com/).
Lists The Admin > Lists page allows Administrators to maintain lists of
information that can be identified by a key value and a data value.
See "Lists (Admin)"
Page Management The Admin > Page Management page provides full page man-
agement including the ability to modify page hierarchy. Super Users
can also manage Host Tabs from this page. See "Page Man-
agement"
Recycle Bin The Admin > Recycle Bin page enables users to restore or per-
manently delete pages and modules. This module can be deployed
on site pages. See "Recycle Bin"
Search Admin The Search Admin page allows the Super Users to specify the
search settings that will be applied to all sites. Super Users can
Icon Page Name Description and Tutorial Link
assign Search Admin to one or more sites as desired and then con-
figure the search capabilities for individual sites. See "Search
Admin"
Search Engine The Admin > Search Engine SiteMap page allows users to con-
Site Map figure a SiteMap that can then be submitted to search engines for
improved search optimization. See "Search Engine SiteMap"
Security Roles The Admin > Security Roles page enables the management of
security roles as well as role assignment. See "Security Roles"
Site Log The Admin > Site Log page enables viewing of statistical reports for
the site. See "Site Log"
Site Redirection The Admin > Site Redirection Management page enables Admin-
Management istrators to create site redirection paths for mobile devices. See "Site
Redirection Management"
Site Settings The Admin > Site Settings page allows Administrators to configure
settings for this site including default design, special pages, etc. See
"Site Settings" Additional settings can be accessed by Super Users.
Site Wizard The Admin > Site Wizard page enables authorized to view the mod-
ule to configure basic site settings, page design as well as apply a
template to the site using a simple step-by-step wizard. See "Site
Wizard"
Themes The Admin > Themes page displays the Theme Editor and the
Themes Designer. The Theme Editor enables authorized users to
preview and apply themes to the site. The Themes Designer
enables Administrators to set container and theme token values.
See "Themes" Note: Theme installation is managed by Super Users
via the Host > Extensions page.
Taxonomy The Admin > Taxonomy page enables the creation and man-
agement of tags that are used to classify site content. This page
includes tasks that are only available to Super Users. See "Tax-
Icon Page Name Description and Tutorial Link
onomy"
User Accounts The Admin > User Accounts page enables the creation and man-
agement of user accounts, as well as configuration of user settings
relating to authentication. See "User Accounts"

Common Settings

Common site administration settings.

Event Viewer

The Admin >  Event Viewer page displays the Log Viewer that provides an historical log of

database events such as scheduled events, exceptions, account logins, module and page
changes, user account activities and security role activities. Administrators can filter events by
event type and can click on the record to view a detailed report of the event. The Log Viewer
must be deployed to a site before it can be added to site pages. Once it is located on a site
page, all users who can view the module can view, filter and send exceptions.
Sending Exceptions by Email

Administrators can send one or more exception records from the Admin >  Event Viewer

page. A simple way to view exceptions is to filter records by an exception type such as General
Exception. Mark  the check box beside each record to be emailed and expand and complete

the Send Log Entries section. Exceptions can be sent to multiple email address by separating
each address by a semi-colon ( ; ). E.g. [email protected];[email protected]. The subject
field can be left blank to use "[Site Name] Exceptions" as the subject. Note: Exception data is
sent in plain text (it is not encrypted) therefore ensure no sensitive data is included.
File Management

The Admin >   File Management page displays the DAM (Digital Asset Management) mod-

ule that allows users to manage site files. This Admin module can be added to additional pages
to provide other site users with file management rights. Adding DAM to a site page allows all
users to navigate to, search for, view, download and view files; as well as view file and folder
properties. Users require Folder Editor permissions to manage a folder, folder properties and
files within that folder. Folder synchronizing is restricted to Administrators only.

File Management Tools

The Admin >  File Management page provides extensive file and folder management tools.
Here's an overview of the different areas of the page:

Folder List: The list of the folders where files are stored is displayed down the left hand side of
the module. Clicking on a folder name displays the items within that folder in the File Window.
Right clicking on a folder name opens a drop down menu of actions that can be performed by
the user against that folder such as view properties and add subfolder.

Toolbar: The toolbar displays the address of the current folder and allows users to create sub-
folders, and manage and upload files. Here's a complete list of the available tools:

l Toggle: Open or close the File or Tag List.

l Icons: Display the items within the file window as icons.

l List: Display the items within the file window in a list. This is the default view.

l Refresh: Refresh or sync the items within the current folder.

 l Create New Folder: Create a subfolder of the current folder.

l Upload Files: Upload files to the current folder.

Files Toolbar: This context sensitive toolbar only displays when one or more items in the file
window is selected. Here's a complete list of the available tools:

l Download: Download the selected file.

l Rename: Rename the selected file or folder.

l Copy: Download the selected file(s).

l Move: Move the selected file(s).

l Delete: Delete the selected files or folders.

l Get URL: Get the URL for the selected file.

l View Properties: View the properties of the selected file or folder.

l
Subscribe / Unsubscribe: Subscribe to receive notification of changes to selected

files or folders.

File Window Title Bar: Displays the column names of the Files window. Clicking on a column
name will sort the files by that column. A Select All check box located to the left of all

columns names allows users to select all of the folders and files on the current page.

File Window: This window lists all of the subfolders and files within the selected folder. A
Locked icon is displayed beside any file that is locked from editing, either because it is not

yet published or is in the workflow process.

File Information: Located below the Files Window, this bar allows users to navigate to other
pages of files, change the page size and view the total number of items in the current folder.

Selecting Files and Folders

Users can navigate to and manage files that are located within any of the File Management
folders that are visible to them. Files and folders can be selected by marking the check box to
the left of each item or by marking the Select All check box in the toolbar to select all items that
are currently visible in the window. Larger numbers of items can be processed at one time by
increasing the number of files displayed in the file window. The selected files can then be
managed using the right click menu that is displayed when clicking on any of the selected files
or by selecting an option from the toolbar.

Downloading a File

Individual site files can be downloaded via the Admin >  File Management page by clicking
on the file name or by choosing Download from right click menu or the toolbar.

Getting a File URL

The full URL path of any site file can be obtained from the Admin >  File Management page
by selecting the file and choosing Get URL from either the right click menu or the tool bar.

Obtaining the full URL path allows users to share a link to the file in a number of way such as
sending an email that includes a link to the file, copying the URL into a Word document (or
other file), or copying the URL and pasting it in an HTML module. All users authorized to view
the folder can perform this task.
Refreshing Folders

Users can refresh site files by selecting a folder on the Admin >  File Management page and
choosing Refresh from the folder right click menu or the tool bar. Refreshing files ensures

the file information in the database matches the files on the server. This may be required if files
have been uploaded via FTP.

Searching for Files

The search option on the Admin >  File Management page allows users to search files by all

or part of the file name, or by entering a wild-card search for a file extension such as *.docx.
Search results will include all files that match the entered criteria and are within the currently
selected folder and any of its subfolders.

Sorting Files

Users can sort site files by navigating to Admin >  File Management page and clicking on a

column name in the Title Bar of the Files Window. Files can be sorted alpha-numerically in
either ascending or descending order by the Name, Date Modified or Size column.

Viewing File Properties

Users can view the general properties of a file by selecting the file and choosing View Prop-

erties from the right click menu or the tool bar.

This displays the file name, size and extension type (E.g. png, gif, txt); the date and user who
created and last modified the file; and the file attributes. The "Archive" attribute indicates if the
file can be archived by the operating system. The "Hidden" attribute indicates whether the file is
hidden. Hidden files don't display in modules such as HTML / HTML Pro and are not available
for selection from the Rich Text Editor image or file galleries. The "Read Only" attribute indic-
ates whether the file is read only. The "System" attribute indicates whether the file can be
indexed by the system. Enable this option to include this file in the Indexing Service of your com-
puter. Indexing this file will make it return faster in search results on your computer. This option
is disabled by default.

Folder Editors have additional rights to manage the file properties. See "Managing File Prop-
erties".

Viewing Folder Properties

Users can view the properties of file folders by navigating to Admin >  File Management
page by right clicking on the folder and selecting View Folder Properties. Alternatively,
select the folder and click the View Folder Properties button in the toolbar. This displays
the size of all the files within this folder; the total number of those files; the date and user who
created and last modified the folder; the folder name and the type of folder. E.g. standard,
secure or database. Folder Editors can manage folder properties (See "Renaming Folders").

Folder Editors

Adding a SubFolder

Folder Editors can add subfolders to the Admin >  File Management page by right clicking
on the intended parent folder and selecting Create Folder from the drop down menu.
Alternatively users can click on the intended parent folder and click the Create New Folder

button on the toolbar.

In the Create New Folder window enter a name for the new folder and select the required
folder type. The default option displayed will be inherited from the parent folder or if, a folder is
being added to the root folder, the default type will be Standard unless otherwise configured.
See "Configuring DAM Settings". The available options are:

l Standard: This is the typical option for storing files.

l Secure: Select this option to encrypt the file name to prevent direct linking to this file.
l Database: Stores files as a byte array in the database rather than in the usual file sys-
tem.
Folder permissions can be updated once the new folder is saved if the folder requires different
permissions than its parent. See "Modifying Folder Permissions". File versioning and/or work-
flow for this folder can also be modified. See "Renaming Folders"

Viewing Folder Types

Folder Editors can view the types of folders available on the site by navigating to the Admin >
 File Management page and selecting Manage Folder Types from the Actions toolbar.

Copying Files

Folder Editors can copy site files from one folder to another by selecting the files and choosing
Copy from the right click menu or the toolbar.

Next choose the folder where the files will be copied too and click the Copy Files button.
Copying Permissions to Subfolders

Folder Editors can copy permissions from a parent folder to all of its subfolders by clicking the
Copy Permissions button displayed on the Permissions tab of the Folder properties.
Deleting Files and/or Folders

Folder Editors can permanently delete site files and/or folders including all the subfolders and

files within that folder via the Admin >  File Management page by selecting the required
items and choosing Delete from the right click menu or the toolbar.
Managing File Properties

Folder Editors can modify files properties including adding file tags, set file attributes and set
publishing schedules by selecting the file and choosing View Properties from the right click

menu or the tool bar. Here the file name can be edited. Note: Renaming a file in a standard
folder does not update any references to this file across the site. E.g. If the file is an image that
is displayed in the HTML module, renaming the file will break the path to the image and the
image path will need to be manually updated by editing the module. Because of this, it is recom-
mended that files are only renamed when they are first uploaded and have not been used on
the site yet. File attributes can also by modified. File archiving can be set to allow the file to be
archived by the operating system. Files can be hidden on the site. Hidden files stored in a stand-
ard folder don't display on the site in modules such as the HTML module and are not displayed
in image or file galleries in the Rich Text Editor. Files can be as read only. Finally the "System"
attribute can be marked to disable the hidden option.
Modifying Folder Permissions

Folder Editors can modify file folder permissions by navigating to the Admin > File Man-
agement page and right clicking on the required folder name and selecting View

Folder Properties.
On the Permissions tab, choose to deny or grant permissions these permissions:

l Open Files in Folder: Enables users to view the files within this folder when they are
displayed on the site or linked to from the site. All Users are granted this permission by
default.
l Browse Files in Folder: Enables users to browse and select the files within this folder.
Users are granted this permission to their personal folder by default which enables them
to manage their profile image, etc.
l Write to Folder: Enables users to perform all file management tasks on the items within
this folder including copying permissions to subfolders, deleting files and/or folders,
renaming files, managing file properties, uploading files, etc. Users must be granted
access to both folders when performing actions such as moving or copying files between
two folders.

Once these permissions have been updated, you can return to this page and click the Copy
Permissions button to copy the newly saved permissions to any child folders.
Moving Files and/or Folders

Folder Editors can move files and folders, including all the subfolders and files within that
folder, to a new location in the File Management folder tree by opening the folder where the
files/folders to be moved are located, selecting the required items and choosing Move from

the right click menu or the tool bar. 

This displays the Folder Navigation Tree in a new window where you can choose the folder
that the files and/or folders will be moved too and then click the Move button.

Renaming a File

Folder Editors can rename site files via the Admin >  File Management page by selecting
the file and selecting Rename from the right click menu or the tool bar.
Enter the new file name and strike the Enter key.

Warning. Renaming a file does not update any references to this file across the site. E.g. If the
file is an image that is displayed in the HTML module, renaming the file will break the path to the
image and the image path will need to be manually updated by editing the module. Because of
this, it is recommended that files are only renamed when they are first uploaded and have not
been used on the site yet.

Renaming Folders

Folder Editors can rename folders by right clicking on a folder on the Admin >  File Man-
agement page and selecting View Folder Properties. Renaming a folder does not update

any references to the files within the folder across the site, therefore if a file within this folder is
an image that is displayed in the HTML module, then renaming the folder will break the path to
the image and the image path would need to be manually updated by editing the module. To
avoid this issue, it is recommended that folders are only renamed before files are added to the
folder.

Uploading Files

Folder Editors can upload one or more individual files or a zipped (compressed) file to the site

via the Admin >  File Management page. Administrators can alternatively click Tools >

Upload File in the ControlBar. To upload a file, first select the required folder and click the
Upload Files button located on the toolbar. Note: In this example the folder used has Con-

tent Approval enabled.

If the file to be uploaded is a zip file, choose whether to extract the files upon upload or upload
them a single files. The file(s) can then be dragged from a local computer over the blue box or
click on the box and then browse and select files from the computer. Alternatively files can be
uploaded from the web by entering the file URL and clicking the Upload button. Note: When a
file with the same name already exists users will be asked whether they want to Keep the ori-
ginal file which will cancel uploading the current file - OR - Replace the existing file with the
new file. This begins the workflow process if the file is being uploaded to a folder that has work-
flow enabled.
Click the Close button once all the files have completed uploading. The uploaded files are now
added to the Files Window of the selected folder. For this example, notice that the bike-icon-
.png file now displays the Locked icon which indicates it is in the workflow process. Also

notice that the Icons.zip file is still compressed.

Configuring DAM Settings

Administrators can configure the settings of DAM modules however it is recommended that the

settings on the Admin >  File Management page are not changed. Here Administrators can

set the default folder type that will be used when adding a new folder and set the mode to nor-
mal, group use only or user to only display the files of the current user. This means when a user
logs into the site they can use this instance of DAM to view the files within their personal folder.
Filters can be applied to limit the files displayed when DAM is set to normal mode. Apply the
folder filter to only display the files within the selected folder. Subfolders can be excluded or
included. When including a subfolder all files within the selected folder and its subfolders can
be displayed in one single list (files only), or the folder structure can be displayed to allow nav-
igation between folders. Removing all filters will display all folders the user is authorized to
browse.
Filtering applied to only display files

Administrators

Synchronizing Folders

Administrators can synchronize one or more folders of site files by navigating to the Admin >
 File Management page and clicking the Sync button on the toolbar. Synchronizing

ensures the folders listed match the folder structure within the database. This may be required
when folders are uploaded using FTP directly to the database. Administrators can choose to
"refresh" the files within the current folder, synchronize the folder structure and files for the cur-
rent folder; or synchronize the folder structure and files of the current folder and all subfolders.
Synchronizing Folders

Page Management

The Admin >  Page Management page displays a complete list of all pages on the site

including hidden pages, disabled pages and the Admin pages, and allows authorized users to
create and manage pages. This page offers additional page management tools than the Con-
trol Panel, including the ability to modify page hierarchy and add multiple pages on multiple
levels in a single update. Page Management can be added to site pages. Users must be gran-
ted Edit Page permission in DNN Platform to manage pages. Only Administrators can add mul-
tiple pages or move pages in the menu.
Page Management as viewed by Administrators

Deleting a Page

Pages can be deleted via the Admin >  Page Management page. The Admin and Host

pages cannot be deleted, nor can any page defined as the Home, Splash, Login, User Regis-
tration or the Profile page; or the last visible site page. If the page has child pages they will also
be deleted. Deleted pages are stored in the Recycle Bin where they can be restored or per-
manently deleted. See "Recycle Bin". DNN Platform users must be granted Edit Page per-
missions to the page where the Pages module is located and Edit Page permissions to the
page that is being deleted.

To delete a page right-click on the required page in the left-hand navigation tree and select
Delete Page from the drop down list.
Editing Page Settings

Most page settings can be managed using the Admin >  Page Management page. If the

Pages module is added to a page, users be page editors of both the where the Pages module
is located and the page that is being edited.

Option One

Select a page in the left-hand navigation tree to display the page settings in the right-hand sec-
tion. These page settings can be modified or completed (See "Setting Page Details" and See
"Configuring Advanced Page Settings") however only Administrators can modify the page per-
missions. See "Setting Page Permissions".

In addition to these page settings a list of the modules located on this page are displayed.
Users can click the Edit button to view the module settings or click the Delete button to

delete a module.
Managing Page Modules

Option Two

Page Settings can also be managed by right-clicking on the required page in the left-hand nav-
igation tree and selecting Page Settings from the drop down list.

Editing Page Settings using the Default Page Settings page

Setting Page Linking

Pages can be set to functioning as a link in the site menu using the Admin >  Page Man-

agement page. Pages with linking disabled are still visible in the menu; however no action is
taken when a user clicks on the page in the menu. An example of when a link might be disabled
is when a parent page that doesn't have any content on it is used to navigate to its children.
DNN Platform users must be granted Edit Page permissions to the page where the Pages
module and Edit Page permissions to the page that is being edited.

To enable or disable page linking, right-click on the required page in the left-hand navigation
tree and then choose to Disable Link In Navigation or Enable Link In Navigation as

required. Alternatively, select the required page in the left-hand navigation tree and update the
"Disabled" field in the Common Settings section.

Including a Page in the Menu

Pages can be hidden in the site menu using Admin >  Page Management page by right-click-
ing on the page In the left-hand navigation tree and selecting Hide From Navigation or

Show In Navigation from the drop down list. Alternatively, select the required page in the left-
hand navigation tree and update the "Include in Menu" field in the Common Settings section.
Searching for a Page

Page searches can be performed on all or part of a page name using the Admin >  Page

Management page. E.g. A search for "us" displays the "About Us", "Contact Us" and "User
Accounts" pages in the left-hand navigation tree. DNN Platform users must be granted Edit
Page permissions to the page where the Pages module is located as well as View Page / View
permissions to see the page in the search results.
Viewing any Page

Site pages, including pages which aren't displayed in the site menu, can be viewed via Admin >
Page Management page by right-clicking on the page name in the left-hand navigation tree

and selecting View Page from the drop down list. Users must be granted Edit Page
(DNN Platform) / Add Content (Evoq Content) permissions to the page where the Pages mod-
ule is located as well as View Page (DNN Platform) / View permissions (Evoq Content) to the
page to be viewed.
Administrators

Adding Multiple Pages

Administrators can add one or more new pages to the site via the Admin >  Page Man-

agement page by right-clicking on a page name in the left-hand navigation tree and selecting
Add Page(s) from the drop down list.

Adding Page(s)
Enter each page name on a separate line. A hierarchical page structure can be created simply
by adding one right chevron character ( > ) for each child level.

Adding Hierarchical Pages

Once the pages are created the pages will listed in the left-hand navigation tree and on the site
menu. One or more page settings can now be modified in the right-hand panel.

The Newly Added Pages

Moving Page Position in Menu

Pages can be moved to a new position in the site menu using the Admin >  Page Man-

agement page. DNN Platform users must be granted Edit Page permissions to the page
where the Pages module is located and Edit Page permissions to the page that is being
moved.

To move a page to a parent position, click and hold on the name of the page to be moved and
then drag the page to the new location. The place where the page will be inserted is indicated
by a dotted line. In this example, the page is being moved to the parent level and will be located
between the About Us and Our Products page. Release the page once it is in the correct pos-
ition.

To move a page to a child position, ensure the new parent page is visible and then click and
hold on the name of the page to be moved and then rag the page over the top of the new parent
page and release then page when the parent page becomes highlighted.
Recycle Bin

The Recycle Bin, located on the Admin >  Recycle Bin page, stores lists the pages and mod-

ules that have been deleted from a site along with the date and time of deletion. These pages
and modules can be restored to the site or permanently removed. The Recycle Bin consists of
two tabs called Pages and Modules. The Pages tab lists pages by page name and in deletion
order from most recently deleted to first deleted. The Modules tab lists modules by Page Name
- Module Title (E.g. Home - Announcements) and in order from most recently deleted to first
deleted. The Recycle Bin can be added to any site page to allow all users to view the details of
all pages and modules within the Recycle Bin. Users who are granted Edit Module permissions
can perform all recycling tasks.
Restoring Deleted Modules

Modules can be restored to the page they were originally located on via the Admin >

 Recycle Bin page. Multiple modules can be selected by holding down the Ctrl key.
Restoring Deleted Pages

Pages and their associated modules can be restored via the Admin >  Recycle Bin page.

Pages are restored to their previous location in the site menu and their previous location in the

pages list on the Admin >  Page Management page. When selecting pages to restore either

select the specific parent and child pages to be restored or just select parent pages if you want
to restore all child pages. The Recycle Bin will give you the option of restoring all child pages
associated with each of the selected pages or only the specific pages that were selected.
Permanently Deleting Modules

One or more modules including content can be permanently deleted from the Admin >

 Recycle Bin. Multiple modules can be selected by holding down the Ctrl key. Note: If multiple
languages are enabled on the site, modules can be filtered by current language or all lan-
guages can be shown.
Permanently Deleting Pages

One or more pages including modules and content can be permanently deleted from Admin >
 Recycle Bin. Multiple pages can be selected by holding down the Ctrl key. If a page has

one or more child pages associated with it, the child pages must be deleted first and then the
parent pages can be deleted. If multiple languages are enabled on the site, modules can be
filtered by current language or all languages can be shown.
Emptying the Recycle Bin

All pages and modules can be permanently deleted from the Admin >  Recycle Bin. It is

recommended that unwanted pages and modules are regularly deleted from the recycle bin to
avoid users needing to search through a large number of modules and pages to find the
required item.
Security Roles

The Admin > Security Roles page allows authorized users to create and manage roles and

assign or remove users from those roles. Security Roles which forms part of the Users & Roles
module package and can be added to any site page. Users must be granted Edit Module per-
missions to perform all tasks with the exception of filtering records which can be performed by
users with view permissions.
The Security Roles page displays the following role details: Role name, description, fee and
period, trial fee and period, whether the role is public (or private), whether users are auto-
matically assigned to the role, and the number of users belonging to the role.

Security Roles can be configured in a number of ways to change the way users can access
roles. The following options are available.

l Public Role: Roles set as public enable all registered users to be able to subscribe or
unsubscribe to the role. Public Roles are managed by authenticated users under Mem-
bership Services on the View Profile (also called the My Profile) module.
l Private Role: When a role is not set as public, it is a private role. Only Administrators
have access to manage user access to these roles, unless the role includes an RSVP
Code.
l RSVP Code: When a role includes an RSVP code, users can subscribe to the role by
entering the code into a text box under Manage Services on their profile. This provides a
quick way to subscribe and also enables subscriptions to be limited to those with the
code if the role is set as Private.
l RSVP Link: The RSVP link setting automatically adds a user to that role when they go
to the RSVP link. This provides a very easy way of subscribing to a role.
l Auto Assignment: All registered users are automatically added to these roles upon
registration. If the role is also set as Public, users can unsubscribe and unsubscribe to it.
If the role is set as Private, only Administrators can manage user access.
Understanding Role Based Access

Access to view and manage the site content and settings is controlled using role based access.
Associating a user account with one or more security roles (also called roles) allows Admin-
istrators to control which users can access which pages and modules.

The Security Roles module has four (4) default security roles: Administrators, Registered
Users, Subscribers and Translator.

l Administrators: Members of this role have full access to manage everything on their
specific site. This includes access to add, delete and edit all pages and modules on the
site. Members of this role also have access to the Admin Console, which enable users to
access all of the Site Administration modules which other users can be authorized to
access as well as the additional Pages, Solutions Explorer, What's New, Pages and Site
Settings pages. This role cannot be deleted or modified.
l Registered Users: Everyone who is a registered user of this site is a member of this
role. Members of this role can manage their User Profile and may be granted rights to
view pages and modules which are only displayed to logged in users. Registered user
accounts can be set as either Authorized or Unauthorized. If an account is Unau-
thorized, then the user cannot access pages/modules that are restricted to this role. This
role cannot be deleted or modified.
l Subscribers: All Registered users are added to this role by default. Authenticated users
can unsubscribe or re-subscribe to this role under Membership Services on the View
Profile (also called the My Profile) module. Administrators can delete and modify this
role.
l Translator (en-US): A translator role is added for the default site language. An addition
translator role is added for each installed language once content localization is enabled.
Registered users must be manually assigned to translator roles. See "Setting Translator
Roles"

The following terms are used throughout DNN and in this manual. They refer to groups of
users as well as their authentication status.
 l All Users: All Users refers to all site visitors regardless of whether they are logged in or
registered on the site. This term is used on page and module settings pages to enable
them to be set as accessible to all users. This term is not used on the Security Roles mod-
ule.
l Authenticated Users: An authenticated user is a registered user who is logged into the
site.
l Unauthenticated Users: An unauthenticated user is a site visitor who isn't logged into
the site. This term is used on page settings and module settings pages, although it is not
a Security Roles. A typical application for these users would be to set a page or module
as viewable to Unauthenticated Users, but not to All Users. Then when an unau-
thenticated user logs into the site, the page or module is no longer visible. This could be
used for information about joining the site which isn't relevant to users who are already
registered.
l Module Deployer: A user or role member who has been granted permission to add one
or more types of modules to site pages. This term is used on the Extensions page.
l Module Editor: A user who has been granted Edit permissions to a module.
l Page Editor: A user who has been granted Edit permissions to a page.
l Super User: Super Users (also referred to as “host” or "host user") have full access to
every entity in every site in the entire installation. Super Users can only be created by
other Super Users.

Restricting access and manage site files, pages and modules:

l Create and manage roles. See "Security Roles"

l Create and manage user accounts. See "User Accounts"
l Add users to roles. See "Adding a User to a Role"
l Restrict access to files which have been uploaded to the site. See "Modifying Folder Per-
missions"
l Restrict access to view and manage modules. See "Setting Module Permissions"
l Restrict access to view and manage pages. See "Setting Page Permissions"

Related Topics:
 l See "Setting Permissions to Deploy a Module"
l See "Enabling User Registration"

Filtering Roles

Security roles can be filtered by global roles which displays all roles that do not belong to a role
group or by a specific role group which displays all the roles within the selected group.

Adding a Role

New roles can be added to a site via the Admin > Security Roles page. When adding a role

the "Role Name" is the only required field and accepting all the defaults will add a private secur-
ity role that can be used for setting site permissions. Only Administrators can add users to
private roles unless an RSVP Code or RSVP Link is created for the role and supplied to the
user. Roles can alternatively be set as "public" which creates a members service that users can
to subscribe from their user profile.

Roles (security roles) are used for setting site permissions; as a social group that users can join
using the Social Groups module; or as both a role and a social group. New and/or existing
users can be automatically assigned to a new role and the role status can be set as disabled,
approved or pending. Disabled roles are not available to join or access; approved roles are
available dependent upon the "Public Role" setting; and pending roles are only available to
Administrators/Super Users and role access is not available until the role is approved.
Finally, an icon can be associated with the role on the Advanced Settings tab. See "Setting a
File Link".

Adding a Role Group

Role groups can be added via the Admin >  Security Roles page. Role Groups provide an

easy way to group multiple roles together for ease of management. E.g. The Role Group called
Staff could have the following Security Roles associated with it: All Staff, Telemarketing, Mar-
keting, Sales, Information Technology, etc. Roles can be filtered by Role Group, which is useful
on sites with a large number of roles. Once a role group has been added, one or more security
roles can be added to the role group. See "Adding a Role" and See "Editing or Deleting a
Role".
Adding a Role with a Fee

A subscription and/or a trial fee can be applied to a security role by completing the related fields
on the Advanced Settings tab of the Admin > Security Roles page when adding or editing a

role. Here a service fee amount can be charged to become a member of the Security Role and
the billing period for the fee can be set. E.g. enter '1' and select 'Month(s)' for a monthly billing
period. An optional trial fee and billing period can also be charged to access this role for a trial
period. E.g. In the below image shows a trial fee of $10.00 that will be charged for the first 3
months, after which the fee will revert to the standard Service Fee of $10.00 per month.
Creating an RSVP Code

An RSVP code can be associated role by completing the RSVP Code field on the Advanced
Settings tab of the Admin > Security Roles page when add or editing a role. After entering a

code (which can be any combination of letters and numbers. E.g. N!ce) click anywhere on the
page to generate or update the RSVP link. The RSVP link can be shared with users allowing
them to subscribe to the role simply by clicking on the link. Alternatively, users can join a role by
entering the RSVP code on the Manage Services page of their user account.
Adding a User to a Role

Users can be added a security roles by clicking the Manage Users button beside the
required role on the Admin > Security Roles page. Here the user can be chosen either by

selecting their user name from the drop down list or (if the page is configured differently) by
entering their user name and clicking the Validate link. If the user name remains in the text box
then it is 'valid'. Once a user is added to a new role they will immediately gain access to any
modules or pages restricted to the members of the selected role. The user may need to refresh
their Web browser to view additional areas of access. A notification email can optionally be
sent to the user.
Editing or Deleting a Role Group

Role groups can be edited or deleted via the Admin > Security Roles page by selecting the

role group from the "Filter By Role Group" drop down list and then deleting or editing as
required. If a role group has associated roles, the delete option will not be displayed all roles
belonging to a role group are removed. This can be achieved by editing each role associated
with the Role Group and either changing the associated role group or disassociating the role
group from all roles. See "Editing or Deleting a Role".

Editing or Deleting a Role

Roles can be edited or deleted via the Admin > Security Roles page by clicking the Edit

button beside the required role and editing or deleting as required.

Editing a User's Role Access

The date range that a user is able to access a role can be modified by clicking the Manage
Users button beside the required role on the Admin > Security Roles page and then

entering the new effective and/or expiry dates. Once the new information is saved it will over-
ride the existing role access information.

Deleting a User from a Role

Users can be deleted from a security role by clicking the Manage Users button beside a
role on the Admin > Security Roles page and then clicking the Delete button the user to
be deleted. Users will immediately be denied access to any content or areas of the site that are
restricted to members of the selected role. Tip: To ensure the correct user is removed, click on
their username to view their user account before deleting them.

Managing User Account Settings

User Accounts settings can be managed using either the Admin > User Accounts or Admin > 
Security Roles pages. See "Configuring User Account Settings"

Site Settings

The Admin > Site Settings page allows Administrators to configure basic and advanced site set-
tings including design, advertising, payment, DNN usability, and user registration settings, etc.
Site Settings cannot be deployed on site pages and is therefore only accessible to Admin-
istrators and Super Users. A wide selection of the available site settings, including site design
and marketing, can be configured differently for each installed language simply by choosing the
required language. See "Changing the Site Language".

Basic Settings

Site Details

Administrators can configure the basic site details for each language including the site logo and

copyright notice via the Basic Settings - Site Details section for the Admin > Site Settings

page.
The title, description, keywords entered will be used by search engines to index and list the site.
The title is displayed in the title bar of the Web browser and is used in language files such as the
Privacy Statement, Terms of Use, etc. The title is also used as a tool tip when a user places
their mouse over the site logo (See "Setting the Site Appearance") as shown below.

The copyright notice appears at the bottom left corner of all pages of the default theme or is dis-
played wherever the Copyright theme object is added to custom themes. The copyright notice
can be set in one two ways. The field can be left blank to automatically display the current year
and the site title as the copyright notice. E.g. entering "Awesome Cycles" in the Title field above
will display the copyright notice 'Copyright (c) 2013 Awesome Cycles'. If the Title field is blank,
then the copyright notice displays as 'Copyright (c) 2013'. Alternatively any copyright message
can be entered and the current year can optionally be included in the notice by entering [year]
into the notice. E.g. enter 'Copyright (C) [year] Awesome Cycles.biz' to display 'Copyright (C)
2013 Awesome Cycles.biz', as shown in the image beneath this tutorial.

This section also displays the GUID (globally unique identifier) which can be used to identify the
site

Viewing the Home Directory

Administrators can view the Home Directory location in the Basic Settings - Site Details section

of the Admin >  Site Settings page. The Home Directory is the location used for the storage

of site files. The Home Directory was configured when the site was created and cannot be mod-
ified E.g. Portals/0
Setting the Site Appearance

Administrators can configure the FavIcon and site logo via the Basic Settings - Appearance sec-

tion of the Admin >  Site Settings page.

The site logo which is displayed in the top left corner on each page in the default theme can be
set. On custom themes the logo is displayed where ever the Logo skin object is added. A back-
ground image that will be tiled on all site pages can also be set, unless the theme applied to the
page includes a background image. Both of these fields can be set for different languages. See
"Changing the Site Language".

In addition a favicon file with a *.ico extension can be set for the set. A favicon (short for favor-
ites icon) is an icon file that is, associated with a particular website or web page, most com-
monly 16x16 pixels. A web designer can create such an icon and install it into a website (or web
page) by several means, and graphical web browsers will then make use of it. Browsers that
provide favicon support typically display a page's favicon in the browser's address bar and next
to the page's name in a list of bookmarks. Browsers that support a tabbed document interface
typically display the favicon next to the page title on the tab, and site-specific browsers use the
favicon as desktop icon. The favicon is an important aspect of a site's brand identity and is an
important attribute which needs to be customized for marketing purposes. If no favicon is set
and there is a favicon.ico file in the root of the site (such as the one provided with DNN) then
that file will be detected and used by browsers.
Setting the Site Design

Administrators can set the default design for all existing and new site pages and modules includ-

ing the Admin pages via the Basic Settings - Appearance section of the Admin >  Site Set-

tings page. The default designs can be overridden for individual site pages (See "Configuring
Advanced Page Settings") and individual modules (See "Configuring Advanced Page Settings
for Modules"). A separate theme and container can also be set for the DNN editing pages. E.g.
module editing pages, module settings pages, page settings pages, etc. It is a good idea to
select an edit theme and container that has minimal design and images as it will load quickly
into the Web browser and reduce the editing time. As with several Site Settings, different
designs can be set for each language. See "Changing the Site Language".
In addition, an alternate set of icons can be used for the site. This icon set includes all of the
icon that are used throughout the whole application including the Admin Console, the buttons
and icons displayed on modules such as DAM and Security Roles, and the icons displayed in
the module action menus. DNN comes packaged with the "Sigma" icon set however custom
icon sets can be purchased or designed. Note: Developers can add new Icon Sets by adding a
new folder under \Icons. This new folder must contain the About_16x16_Standard.png image
file and the file name must be an exact match. Log out then back into the site to see the new
folder will appear in the drop down.

Submitting the Site Map URL to Google

Administrators can submit the site map URL for each site language to Google for improved

search optimization via the Basic Settings - Site Marketing section of the Admin >  Site Set-

tings page. Before submitting the URL, complete the site name, description and keywords
fields (See "Site Details") for each language. Submitting the URL opens the Google Web-
master Tools web page in a new Web browser.
From here Administrators can sign up for a Google Account and then sign in to Google Web-
master Tools and enter the site URL into the "Add Site" field and save and verify the inform-
ation. Administrators must then select the "Upload an HTML file" option and enter the file name
displayed into the "Verification" text box on the Site Settings page and then click the Create but-
ton. Next return to the Google Webmaster Tools web page and click the Verified button then
go to the Google Sitemaps tab and select "Add General Web Sitemap" and then paste this
URL into the "Site Map URL" text box on the Site Settings page.

Submitting the Site to Search Engines

Administrators can submit the site to the Google, Yahoo or Microsoft search engines via the

Basic Settings - Site Marketing section of the Admin >  Site Settings page. Submitting the

site will add the site to the search engine's list of sites to be indexed. Before submitting the site,
complete the site name, description and keywords fields (See "Site Details") for each language
to be submitted. It is also recommended that the title, description and keywords for each site
page are completed for all pages before submitting the site. The quality of this information will
affect the site ranking on search engines.
Advanced Settings

Page Management

Administrators can create and use custom pages as alternatives to several of the default sys-
tem pages and set the Home and Splash page via the Advanced Settings - Page Management

section of the Admin >  Site Settings page.

Setting the Splash Page

Administrators can enable a Splash page via the Advanced Settings - Page Management sec-

tion of the Admin >  Site Settings page. The Splash page is shown when a visitor comes to

the main site URL (E.g. http://www.awesomecycles.biz) rather than a specific page (E.g.
http://www.awesomecycles.biz/ContactUs). A Splash page is typically not included in the site
menu and should include some form of redirection to one or more site pages. This can be done
by adding a link to a site pages, or adding a Flash animation with an automatic redirect.

Setting the Home Page

Administrators can set a Home page for each language via the Advanced Settings - Page Man-

agement section of the Admin >  Site Settings page. Site visitors will be taken to the Home

page when they navigate to the site's URL (unless a Splash page is enabled) and when they
click on the site logo. Any page can be selected as the Home page or "<None Specified>" can
be selected to choose the first visible page in the site menu.
Settings the Login Page

Administrators can create and set a custom login page for each language via the Advanced Set-

tings - Page Management section of the Admin >  Site Settings page. Only pages that have

the Account Login added can be selected and both the page and the module must be visible to
all users. The default registration page can be restored at any time by selecting "<None Spe-
cified>".

Setting the Registration Page

Administrators can set a custom user account registration page for each language via the

Advanced Settings - Page Management section of the Admin >  Site Settings page. The

custom page must have the Account Registration module added to it and both the page and
the module must be visible to all users. The default registration page can be restored at any
time by selecting "<None Specified>".

Setting the User Profile Page

Administrators can set a custom User Profile page via the Advanced Settings - Page Man-

agement section of the Admin >  Site Settings page. The custom page must have a View

Profile module added to it and both the page and the module must is visible to all users. The
default User Profile page can be restored by selecting the "Activity Feed" page.

Setting the Search Results Page

Administrators can set a custom search results page for each language via the Advanced Set-

tings - Page Management section of the Admin >  Site Settings page. The custom page

must have the Search Results module added to it and both the page and the module must be
visible to all users. The default search results page can be restored by selecting the "Search
Results" page.

Setting the Error Pages

Administrators can set the pages that will be used when a 404 error (page not found) or 500
error (an application error) occurs under Site Settings - Advanced Settings > Page
Management. These pages can be set to display the "404 Error Page" / "500 Error Page"
provided with DNN, any custom page designed for the purpose, or the default error page of the
web browser. When creating custom error pages grant view permissions to all users and then
add the required content to the page. Different custom error pages can be set for each lan-
guage by switching the site to the required language.

On an upgrade site, a new Page should be created specifically to show a "Page Not Found"
error to site visitors. Once this page has been created, then set the location of the page through
the 404 Error Page. Administrators are advised to use the special 404 Page theme that will
reduces the number of skin objects that do not work well when shown with a 404 error code for
this page, or to develop a theme similar to it.

Payment Settings

Administrators can configure the site currency and payment processing via the Advanced Set-

tings - Payment Settings section of the Admin >  Site Settings page. Configuring these set-

tings allows payment to be received from users who subscribe to Member Services (roles) on
this site. The PayPal payment processor is included with DNN, however DNN developers can
configure DNN to work with other providers. PayPal can be tested using the PayPal Sandbox
(https://developer.paypal.com) feature that allows subscription payments to be sent to the pay-
ment gateway without taking live transactions. To use this system, sign up for a Sandbox
account and use those credentials in the Payment Settings section shown below. See "Adding
a Role with a Fee" for more details on setting up subscriptions.
Security Settings

Setting the Primary Administrator

The Primary Administrator can be set via the Advanced Settings - Security Settings section of

the Admin > Site Settings page. The Primary Administrator will receive email notification

of member activities such as new registrations, unregistered accounts and feedback submitted
using the Feedback module (unless this is overridden on the Feedback module). In new
DNN installations, the Host user account that is created is selected by default for the first site
that is created.
Setting Login Visibility

The Login control can be hidden via the Advanced Settings - Security Settings section of the

Admin > Site Settings page. This setting is useful for site owners do not want a Login

option visible on their public website. Rather than forcing a site to have a Login option on their
pages this setting provides a hidden URL where privileged users can log into the system. Note
that this URL does not offer any true security benefits as it simply obscures the location of the
Login page for casual website visitors. Note: If the login control is hidden users can navigate to
the /login.aspx page to view the login control. E.g. www.awesomecycles.biz//login.aspx.

Usability Settings

Setting the Site Time Zone

Administrators can set the time zone for this site via the Advanced Settings - Usability Settings

section of the Admin > Site Settings page. This sets all time related information on this site

including the default setting for the current time and date ( [DateTime:Now] ) replacement
token. See "List of Replacement Tokens" for more details. Tip: Users can choose their Time
Zone on their profile. See "Completing a User Profile".
Configuring Site Editing
Administrators can configure the way editing is handled across the whole site via the Advanced

Settings - Usability Settings section of the Admin > Site Settings page. Here pop-ups can

be enabled to open in a new window when performing editing tasks, or disabled to perform edit-
ing tasks within the original web browser. The Inline Editor can also be enabled to allow editors
to edit the title of any module and the content of the HTML /HTML module directly on the page
(default settings). If inline editing is disabled editing must be performed via the module action
menu which requires module editors to have security access to the Control Panel. Note: Inline
Editing is always enabled on HTML Pro.

Configuring Site Editing

Editing module content with pop-ups disabled

Related Topics:

l See "Adding and Editing Content Inline"

Hiding System Folders

Administrators can hide system folders via the Advanced Settings - Usability Settings section

of the Admin > Site Settings page. This will prevent hidden folders or folders that start with

an underscore from being included during folder synchronization.

Configuring the Control Panel

Administrators can configure the default settings for the Control Panel via the Advanced Set-

tings - Usability Settings section of the Admin > Site Settings page. Here the default mode

for the Control Panel can be set to view or edit mode. In addition the Control Panel security
allows Administrators to choose which groups of site editors can view the Control Panel.
Choosing "Page Editors" will restrict the Control Panel to Page Editors only or choosing "Mod-
ule Editors" will display the Control Panel to both Page Editors and Module Editors and will
allow these users to view the site in either view or edit mode. Finally the "Control Panel
Visibility" setting determines if the Iconbar is displayed minimized or maximized by default.
Note: Whenever an authorized user interacts with the Control Panel the mode and visibility the
selected last will be applied on their next visit.
Related Topics:

l See "The ControlBar"

l See "The Admin Menu"

Advanced URL Settings

Administrators can manage the URL behaviors of module providers that have been installed
and edit the settings of any provider-specific settings pages included with the provider on this

site via the Advanced URL Settings - Extension URL Providers section of the Admin > Site

Settings page. Module providers are a type of extension that allows Administrators to extend
the URL behaviors for a specific module. The URL Extension Provider shown below, is not
included with DNN; however it can be downloaded from Codeplex at http://d-
nnurlproviders.codeplex.com.
Stylesheet Editor

Administrators can modify the current stylesheet or restore the default style sheet via the

Stylesheet Editor tab of the Admin > Site Settings page. DNN uses a CSS (cascading

style sheet) to control the fonts, styles and colors applied across the site. The CSS maintained
in this editor is the default CSS applied to all site pages. Where a theme package containing a
CSS file is applied to a page or the site, this CSS will override the CSS maintained on the
Admin > Site Settings page. The default stylesheet can be edited and saved by Administrators
without affecting the styles that are part of uploaded theme packages. The default stylesheet
can be restored at any time however this will delete any modifications made on this page. For
information on using CSS, visit http://www.w3.org/Style/CSS/
User Account Settings

Registration Settings

Administrators can see how new registrations are handled on this site via the User Account Set-

tings - Registration Settings section of the Admin > Site Settings page. Tip: Scroll down to

view these read only settings that are displayed in the lower half of the page. Note: Registration
Settings can be modified by Super Users.

l Requires Unique Email: Indicates whether a user must provide a unique email
address when registering. This prevents people from registering multiple times with the
same email address. Note: This feature is only available with Standard Registration.
l Password Format: Displays the password format. The default option is Encrypted.
l Password Retrieval Enabled: Indicates whether users can retrieve their password
using the Account Login module.
l Password Reset Enabled: Indicates whether Administrators can reset user pass-
words.
l Min Password Length: Displays the minimum number of characters required for a
valid password.
 l Min Non Alphanumeric Characters: Displays the minimum number of non-alpha-
numeric characters required for a valid password.
l Requires Question and Answer: Indicates whether a user must answer a question to
retrieve their password. Enabling this setting will prevent Administrators from adding
new users and editing user accounts on the site.
l Password Strength Regular Expression: Displays the regular expression used to
evaluate password complexity from the provider specified in the Provider property.
l Max Invalid Password Attempts: Displays the maximum number of times a user may
attempt to login with invalid credentials before they are locked out of their account. Once
a user is locked out they cannot request a password reminder and an Administrator must
unlock the account.
l Password Attempt Window: The maximum number of minutes that invalid login
attempts can be made before lock out occurs. The maximum number of attempts which
is set at the previous field is applied to this setting.

Enabling User Registration

Administrators can allow or prevent site visitors from registering for a user account via the User

Account Settings - Registration Settings section of the Admin > Site Settings page.

Enabling user registration displays the Register button on the Account Login page and a
Register link on site pages. When a visitor registers, a welcome message is sent to them con-
taining their account and login details and a notification message is sent to the primary Admin-
istrator. User Registration is enabled and set as Private on new DNN installations. This allows
visitors to apply to become a site member. DNN creates a user account for them; however
access to the Registered User role is restricted until the account is authorized. Registration can
alternatively be set to Public or Verified. Public registration allows visitors who successfully
register gain immediate access to the Registered User security role. Verified registration
requires visitors who successfully register to verifying their account by entering a verification
code the first time they log in to the site. This ensures the email address provided during regis-
tration is valid. The "Receive User Registration Notification" check box can optionally be
marked to send a notification email to the Primary Administrator. A registration email will
always be sent for private user registration to allow the Administrator to approve the user
account.

Alternatively, "None" can be selected to disable registration. This removes the Register link
from the site pages, the Account Login page and any other Account Login modules.

Configuring the Standard Registration Form

The standard user registration process can be configured via the User Account Settings -

Registration Settings section of the Admin > Site Settings page. This topic details the

fields that are available when "Registration Form Type" is set to "Standard". Here Admin-
istrators can enable the CAPTCHA security code, add validation requirements and modify
other registration requirements such as the required fields, field format and passwords.

Users can be prevented from using specific terms in their Username or Display Name by enter-
ing them at the "Excluded Terms" field. The Profanity Filter can be used in addition or as an
alternative option. See "Managing the Profanity List"
Selecting "Use Email Address as Username" will remove the username field from the regis-
tration form and use the email address instead. If "Require Unique Display Name" users who
choose a display name that already exists will be provided with a list of modified names to
choose from based on the their first and last name. Display names can further be defined and
rendered non-editable by entering tokens into the "Display Name Format" text box.

If a valid profile is required for registration the User Name, First Name, Last Name, Display
Name, Email Address and Password fields must be completed as well as any other fields that
have been set as required during registration via the Profile Settings section.

Finally, a redirect after registration page can be set for each language.
Note: The remaining read only settings can be managed using the Configuration Manager.
See "Registration Settings".

Configuring a Custom Registration Form

The user registration process can be customized via the User Account Settings - Registration

Settings section of the Admin > Site Settings page. This topic details the alternate fields

that are available when "Registration Form Type" is set to "Custom".

To select the required "Registration Fields" begin entering the name of any user account field
and select the correct match. If "Require Unique Display Name" is enabled then both "Email"
and "DisplayName" must be added as "Registration Fields". The format of the user's display
name can include tokens for dynamic substitution such as [FIRSTNAME] [LASTNAME]. If a
display name format is specified, the display name will no longer be editable through the user
interface.
If a valid profile is required for registration the User Name, First Name, Last Names, Display
Name, Email Address and Password fields must be completed as well as any other fields that
have been set as required during registration via the Profile Settings section.

Login Settings

Administrators can set login and logout options and set the default authentication system for

the site via the User Account Settings - Login section of the Admin > Site Settings page.

The "Redirect after Login" and "Redirect after Logout" pages can also be different for each lan-
guage. Note: the "Require a Valid Profile for Login" setting forces users to update their profile if
the fields required for a valid profile have changed since their last logged in.
Profile Settings

Configuring Profile Settings

Administrators can configure the default settings for user profile fields via the User Account Set-

tings - Profile Settings section of the Admin > Site Settings page. These defaults can be

overridden for each field (See "Managing Profile Fields"). Amongst these settings is the "Redir-
ect Old Profile URLs" setting which can redirects old profile URLs to the new custom profile
URLs. E.g. this would redirect an old URL such as http://-
domain.com/activityfeed/tabid/45/userID/4/default.aspx to the custom profile URL created by
the user such as http://domain.com/james. The "Vanity URL Prefix" field allows Administrators
to specify a prefix that will be used for Vanity URLs. This setting prevents users setting desir-
able URLs such as http://www.awesomecycles.biz/shop as their vanity URL. The default set-
ting is "users" which creates URLs such as http://www.awesomecycles.biz/users/shop. Finally
users can be prevented from modifying the visibility of profile fields by deselecting the "Display
Profile Visibility" field which removes the Visibility control.
Adding a New Profile Property

Administrators can add new fields to the Manage Profile page via the User Account Settings -

Profile Settings section of the Admin > Site Settings page. When adding a new field, note

that a new or existing "Property Category" can be entered to determine where the field is dis-
played in the profile. Pre-existing categories are: Name, Address, Contact Info, and Prefer-
ences. Also note that if a field is set as required then new users must complete this field and
existing users will be prompted to update the field when editing their profile or when they login
to the site. Note: The field will only be required at Registration if configured under User Set-
tings. See "Configuring a Custom Registration Form" and See "Configuring the Standard
Registration Form".
Once this information is saved the Manage Localization is presented. Here you can select the
language that this localized text will be used for and enter the property name, help, error mes-
sages and a new or existing category name. Alternatively, leave blank the "Property Name"
field blank to reuse the name entered previously.
Repeat to create localized text for any of the other languages that are enabled on the site.
A newly added Profile Property

Managing Profile Fields

Administrators can reorder, modify, edit or delete profile property fields via the User Account

Settings - Profile Settings section of the Admin > Site Settings page. Note: Click the

Refresh Grid button if the page has been idle for some time and other Administrators or Super
Users may have been making updates.
User Accounts

The Admin > User Accounts page enables the creation and management of registered

user accounts and the assignment of security roles. The fields displayed on the module can be
set, as well as the way user accounts are handled. New profile properties can be created. User
Accounts can be deployed to any page by an authorized however because it forms part of the
Users & Roles module package it is set as a premium module by default to reduce the instance
of it being accidentally added to a page and revealing personal user information it will not be dis-
played in the add module area by default. All users who can view User Accounts can view, filter
and search user accounts. Users must be granted Edit permission to add, delete and manage
user accounts.
Related Topics:

l See "Understanding Role Based Access"

l See "Configuring a Custom Registration Form"
l See "Configuring the Standard Registration Form"
l See "Login Settings"
l See "Configuring Profile Settings"
l See "Managing Profile Fields"

Filtering User Accounts

The user accounts displayed on the Admin > User Account page can be filtered by the first

letter of the user's username; by unauthorized user accounts only; by deleted users who no
longer have access to their user account however their account information has not yet been
removed; and by Online status which displays the users who are currently logged in to this site.
This filter is integrated with Users Online which must be enabled by a Super User to use this fil-
ter.
Searching User Accounts

User accounts maintained on the Admin > User Account page can be searched for using a

wide range of account details. Searches can be made on name, address and contact fields for
exact matches and all or part of the beginning of the field. For the Street field the street number
must be included. E.g. entering "1 Jack" will return "1 Jack Street" and "1 Jackson Street"; how-
ever entering "Jack Street" will not return any Jack Street addresses. Biography searches can
be made for both exact matches and text that matches the beginning of a word. Exact match
searches are required for the Email, IM and Website fields. E.g. If the user's website is entered
as www.domain.com, searching on domain.com will not return a match.
Adding a User Account

New user accounts can be to the site by clicking the Add New User button on the Admin >

User Accounts page. Account details required include a unique username that (typically) can-
not be changed and a display name which is the name that is displayed to other site members.

The account can be authorized upon creation which will automatically provide access to the
Registered User role and any roles set for Auto Assignment. Alternatively the account can be
created without authorization which will prevent the new user from accessing registered user
areas of the site until the account is authorized by an Administrator. In addition the user can be
notified of the account registration by email or notification can be sent at a later time if desired.

A random password will be generated by default, or a password can be manually entered.

Note 1: The site may be set to required unique passwords or users may need to fulfill certain cri-
teria such as minimum character length. If the password doesn't meet the site's criteria, a new
password will be requested. Note: A feature exists that requires users to answer a question to
retrieve their password adding or edit users however this feature has been disabled in the
default setup.
Authorizing/UnAuthorizing a User Account

User accounts can be authorized or unauthorized by clicking the Authorize User / UnAuthor-

ize User button located on the Manage Account tab of the Admin > User Accounts page

when editing a user account.

Editing a User Account

The details of a user account can be edited by clicking the Edit button beside their record on

the Admin > User Accounts page.

Deleting a User Account

User accounts can be "soft deleted" from a site by clicking the Delete button beside a user

record on the Admin > User Accounts page. This removes their site access whilst retaining

the account information. Warning. Any page and module permissions that have been set for
this user by username will be removed when the user account is deleted. Permissions set by
user role will not be deleted.
Soft deleted account displays with a strikethrough across the record as shown in the below
image. Soft deleted accounts can be restored at any time.
Deleting Unauthorized User Accounts

Unauthorized user accounts can be deleted in a single batch to quickly reduce the number of
unverified or inactive accounts. To view the accounts that will be deleted, click the Unau-

thorized link on the Admin > User Accounts page to view a list of unauthorized users before

deleting them and then click the Delete Unauthorized Users button to permanently delete
these unauthorized account.

Managing a User Profile

A user's profile can be completed and managed on the Manage Profile tab of the Admin >

User Accounts page when editing the account. See "Completing a User Profile".

Managing a User's Password

A user's password can be changed or reset on the Manage Profile tab of the Admin > User

Accounts page when editing the account. The "Send Password Reset Link" feature sends a
password reset message to the user's email address that allows the user to reset their pass-
word anytime within the next 24 hours.

Administrators can also force a user to change their password the next time they login to the
site by clicking the Force Password Change button located on the Manage Account tab of

the Admin > User Account page when editing a user account.
Managing Role Access

A user's role access can be managed by clicking the Manage Roles button beside the

required user account on the Admin > User Accounts page. From here roles can be added

by choosing the required role and optionally setting access to begin and/or expire on specific
dates. If the role is also social group, the user can be made an owner of the social group. Modi-
fications to existing role access, such as changing the access date range, can be made by
entering and adding the new information which will then override any existing settings for that
role.

Access to a role can be removed by clicking the Delete button beside the role. A notification

email can optionally be sent to the user.

Removing Deleted User Accounts

User accounts that have been "soft" deleted can be permanently deleted via on the Admin >
User Accounts page by clicking the Remove  button beside an individual or by clicking

the Remove Deleted Users button to remove all deleted users. All account information will be
deleted the site's database.
Restoring Deleted User Accounts

User accounts that have been deleted but not removed from the site can be fully reinstated to

the site via on the Admin > User Accounts page by clicking the Restore  button beside

the user record

Configuring User Account Settings

The User Accounts Settings tab of the Admin > User Account page can be configured to

set layout and the user account fields that are displayed. Here the First Name, Last Name,
Email and Last Login columns can be set to display on the page. The Username, Display
Name, Address, Telephone, Created Date and Authorized columns are displayed by default.
User Accounts can be set to display all records by default, just those starting with the first letter
(e.g. "A" if there are uses with this username) or all accounts can be hidden by default. The
Manage Users section can be configured to use a combo box that displays all usernames alpha-
betically in a drop down list or using a text box where the username can be entered and then
validated as correct. Note: These settings can also be managed using the Admin > Security
Roles page.
Advanced Settings

Advanced site administration settings.

Device Preview Management

The Admin > Advanced Settings > Device Preview Management page allows Admin-

istrators and the Host to preview their mobile device site as it will appear on different mobile
devices. A pre-existing list of preview profiles for commonly used devices is included which can
be edited or deleted. New preview profiles can also be created using a pre-configured list of
common profiles or from scratch. Device Preview Management cannot be added to site pages.

Adding a Preview Profile

Administrators can add new preview profiles to via the Admin > Advanced Settings >

Device Preview Management page. A full list of device names with existing profiles can be
viewed by clicking on the "Device Name" field, or Administrators can alternatively, begin typing
the name of the required device to filter the list and then make a selection. Once a selection has
been made from the pre-existing options the width, height and user agent fields are all pop-
ulated with the correct information. If the device required is not listed then the device name and
details can be manually entered. Once the new profile is added the Drag and Drop button

can be used drag it to a new position in the list.

Managing Preview Profiles

Administrators can edit, move and delete preview profiles displayed on the Admin > Advanced

Settings > Device Preview Management page using the icons displayed beside each pro-

file.
Extensions (Admin)

The Admin > Advanced Settings >  Extensions page allows Administrators to view and man-

age installed extensions and determine which extensions are in use on the site. For security
reasons, the Extensions module can be only added to site pages by a Super User. Once added
to a site page, users who have been granted view permission can view the list of installed exten-
sions. Users who have been granted edit rights to the Extensions module can view basic
information about the installed extensions and update some authentication settings. Users who
have been granted edit rights to the page where the Extensions module is located can view
additional information about the installed extensions. Only Administrators can set module
deployment permissions.

Related Topics:

l See "Viewing Added To Pages Module Settings"

Configuring Default Authentication

The DNN default authentication system (also called Default Authentication) can be enabled
and the associated authentication settings, such as the CAPTCHA security code can be con-

figured using the Admin > Advanced Settings > Extensions page. Important. Do not
disable DNN authentication until one or more alternative authentications systems have been
enabled. Administrations can configure this feature by editing Default Authentication systems.

Configuring Default Authentication

DNN authentication with CAPTCHA enabled

Configuring External Authentication

Administrators can allow users to login to DNN using their existing Facebook, Google, Win-
dows Live and/or Twitter credentials by enabling and configuring one or more of these authen-
tication systems via the Admin > Extensions page.
Prerequisite. An authentication account must be created for each of the external sites to obtain
the App ID and App Secret required for configuration. Each authentication system to be used
must be installed by a Super User.

Note: When using Google authentication be sure to add the site's login page to the redirect
URLs section on the Google API Console. URLs for multi-language sites must also be added.
E.g. http://www.domain.com/de-de/login.

Configuring Window Live Authentication

Related Topics:

l See "Logging in with External Accounts"

Setting DNN Active Directory Authentication

Users to login to DNN using Active Directory. Administrators can enable this feature by editing
and enabling the Active Directory authentication system (DNN_ActiveDirectoryAuthentication)

via the Admin > Advanced Settings > Extensions page. This authentication system uses

the Windows Active Directory authentication protocol to authenticate users. A range of options
can be set for active directory including synchronizing the user's role with the Windows Active
Directory security group each time user logs on, allowing or preventing Active Directory users
from log into the DNN site until an account is created. If an "Email Domain" is entered this will
be used for user email when the network doesn't have Windows Active Directory, however it is
recommended that this field is left blank. Enter a "Default Domain" to enable users to login with
just their username instead of DOMAIN\Username. In the "Auto-login IP Address IP" field you
can optionally enter a string, address, or range separated by semicolons to automatically log in
(E.g.: 192.168.0.1-192 - 192.168.0.100 for any IP in that range, 192.168.0.50 for only that IP.).
An example string could look like 192.168.0.100;192.168.0.1-192.168.0.100.

Note: Delegation is the recommended type of authentication.

When completing the root domain details, enter the Root Domain in the format domain.com
or DC=domain,DC=com or leave blank to obtain Active Directory objects from root forest. You
can also choose to explicitly define the Organizational Unit (OU) that users are authenticated
against. Once the Organizational Unit is defined, the authentication will verify against all users
belonging to the Organizational Unit, as well as the users of Sub-Units belonging to it. The low-
est level of Organization Unit to validate against must be listed first. (E.g. "OU=Admin User-
s,OU=All Users,DC=domain,DC=com" – which will only validate Admin Users as
authenticated.)

Viewing Package Settings

The package settings of any extension can be viewed by editing the extension on the Admin >

Advanced Settings > Extensions page. Package Settings provide detail such as the

friendly name, description, version, license, release notes, owner, organization name and con-
tact details.
Setting Permissions to Deploy a Module

Administrators can edit an installed module and assign permissions to deploy (add) the module

to a page via the Admin > Advanced Settings >  Extensions page. Permissions can be gran-

ted to one or more roles or individual users.

Google Analytics

Google Analytics enables Administrators and authorized users to analyze and improve online

search results. Google Analytics is pre-installed on the Admin > Advanced Settings Google

Analytics page and can be added to any site page.

Major feature points include:

l Analytics Intelligence: Google Analytics monitors reports and automatically alerts

users of significant changes in data patterns.
l Flexible Customization: Get the data required, organized to personal requirements
using custom reports, custom variables, and a flexible tracking API.
l E-Commence Tracking: Trace transactions to campaigns and keywords, get loyalty
and latency metrics, and identify revenue sources.
l Goals: Track sales and conversions. Measure the site engagement goals against
defined threshold levels.
l Mobile Tracking: Track web-enabled phones, mobile websites and mobile apps.
 l Data Export: API Integrate business information and develop applications that access
Google Analytics data.
l Advance Analysis Tools: Perform advanced data analysis with pivot tables, filtering
and multiple dimensions. Discover new trends and insights with motion chart visu-
alizations.
l Benchmarking: Find out whether the site usage metrics under-perform or outperform
industry competitors.

Related Topics:

l See "Search Engine SiteMap"

l See "Taxonomy"

Signing Up for Google Analytics

To sign up for a Google Analytics account go to http://www.google.ca/analytics/, click the "Sign

Up Now" link and follow the prompts. On the Google Analytics dashboard, create an account
for the site. There are different pathways for new users and existing Google Analytics users.

New Users

1. At My Analytics Accounts (located on the top right) select "Create New Account" from
the drop down list and then click the Sign Up button. This displays the "Analytics: New
 Account Signup" page.
2. Complete the "Analytics: New Account Signup" information as required, along with the
Contact Information and User Agreement pages.

3. Once completed, the user will end up on the "Add Tracking" page, which should
resemble something similar to the below image. The most important piece of information
on this page is the Tracking ID, based on the above screen shot our new Tracking ID is:
“UA-17965093-1”. Copy this down in a safe place.
Existing Users

1. Existing users should see their account on the home page of Google Analytics, some-
thing similar to this image:

2. Under the Name field, click the relevant Domain to start tracking. It should switch over,
and now the Name field includes the URL along with the tracking code to the right.
 3. The tracking code in this example is “UA-78805-1” as shown above. Copy this down into
a safe place. Google Analytics can now be configured on the site. See "Configuring
Google Analytics"

Configuring Google Analytics

Administrators can configure Google Analytics for their site via the Admin > Advanced Settings

> Google Analytics page. Configuration can also be performed by users who have been

granted Edit Module permissions to a Google Analytics module that has been added to a site
page. Analytics tracking can be set to include or exclude Super User and Administrator activ-
ities. A JavaScript code fragment that will be passed as a parameter to the page tracker can
also be added to customize the value tracked in Google Analytics instead of the default loc-
ation.
Languages

The Language Management (Admin > Advanced Settings > Languages) page allows

Administrators to setup a multi-language site, manage language translations and manage lan-
guage files.

This section of the user manual provides information on using the Language Editor and some
additional language settings. All other language related topics are covered in the "Multi-Lan-
guage Sites" section.

The Language Management page allows users to perform the following tasks:

l Enable multiple languages (cultures). See "Enabling a Language".

l Manage the languages files (such as the welcome email message sent to new users)
associated with a site. See "Language Editor".
l Create site content in multiple languages (cultures). See "Content Localization"

Five languages (German, French, Spanish, Italian and Dutch) are provided with the default
installation of DNN and a large section of language packs are available from the DNN Store
(http://store.dnnsoftware.com/). Super Users can install, create and manage languages and
language localization.
In addition to the functionality available on the Admin > Languages page, the Languages

module can be added to a site page to allow authorized users to translate the site content.

Related Topics:

l See "Language Editor"

Creating a Multi-Language Site

DNN sites come with multi-language capabilities that allow users to view the DNN application
in their preferred language. When a user chooses a language, all of the field names within the
DNN application are changed to that language. This allows users to perform tasks such as
registering for and maintaining their user account in their preferred language and allows Admin-
istrators to view the ControlBar and all Admin pages in their preferred language. A multi-lan-
guage site can be easily created without any multi-language skills. It is important however to
understand that a multi-language site is different from a translated site which requires trans-
lators to translate the unique module content that has been added to the site into other lan-
guages.

Before a multi-language site can be created, a Super User must install the required languages.
Once the additional languages have been installed, an Administrator must enable the
languages (See "Enabling a Language"). These steps will allow site visitors to switch the site to
their preferred language. See "Changing the Site Language" Administrators can also change
the default site language if desired. See "Setting the Default Site Language"

Once a secondary language is enabled, Administrators can customize the following site set-
tings for each language:

l Site Marketing: See "Site Details" and See "Setting the Site Appearance"
l Site Appearance: See "Setting the Site Design"
l Site Page Management: See "Setting the Home Page", See "Settings the Login Page",
See "Setting the Registration Page", See "Setting the Search Results Page" and See
"Setting the Splash Page"
l Login and Registration: See "Login Settings", See "Configuring the Standard Regis-
tration Form" and See "Configuring a Custom Registration Form".

Disabling Localized Content

Localized content can be disabled at any time by clicking the Disable Localized Content but-

ton located on the Admin > Advanced Settings >  Languages page or on any Languages

module. This permanently deletes all localized content and any translations. Disabling is
provided as a way for Administrators to try out content localization before using it on their site.
DNN Platform users (including unauthenticated users) must be granted Edit Module per-
missions to perform this task.
Disabling Localized Content

Enabling a Language

Languages can be enabled or disabled by Module Editors by modifying the check box in the

"Enabled" column displayed beside each language on the Admin > Advanced Settings >

 Languages page or on a Languages module. This field can be updated regardless of whether
content localization has been enabled. The default language cannot however be disabled and
at least one language must be enabled at all times. Note: If the Languages module is located
on a site page users (including unauthenticated users) must be granted Edit Module per-
missions to perform this task.

Prerequisite. Two or more languages must be installed on the site by a Super User.

Once two or more languages are enabled on a site, users can set their preferred locale on their
user profile (See "Completing a User Profile" ) and unique settings can be configured for each
language via the Site Settings page.
Language Editor

Authorized users can modify the resource files associated with each language using the Lan-
guage Editor that can be accessed using the Languages module. The Language Editor lists
each of the resource files associated with a language and is divided up into Local Resources,
Global Resources and Site Templates. The Local Resources folder includes files that are
related to specific Admin controls, modules (desktop modules), controls, installation, and Host
themes. The Global Resources folder includes files that are used across the site. This is divided
into Exceptions, GlobalResources, SharedResources and WebControls. The Site Templates
folder lists the files within each site template.

The GlobalResources sub-section is the place where the files that you will most likely want to
edit, such as user messages, error messages, site messages, can be found. Commonly edited
files include:

l MESSAGE_LOGIN_INSTRUCTIONS: Login instructions that can be displayed on the

Account Login module.
 l EMAIL_PASSWORD_REMINDER: The message sent to users when they request a
password reminder.
l MESSAGE_PORTAL_PRIVACY: The Privacy Statement for the site.
l MESSAGE_PORTAL_TERMS: The Terms of Use statement for the site.
l MESSAGE_REGISTRATION_INSTRUCTIONS: Displays a message on the Regis-
tration page to assist site visitors with registration.
l MESSAGE_RETRIEVEPASSWORD_INSTRUCTIONS: The Retrieve Password
instructions that are displayed to a user when a question and answer is required to
modify or retrieve their password.

Example of Registration Instructions

The following types or resource files can be edited using the Language Editor:

l Actions: The names given to common actions such as clear cache, delete module, edit
module.
l Strings: String resources are the names attributed Admin and Host pages, banner
types, or permission to deploy modules.
 l Error Messages: Messages that appear when an error occurs. For example, when a let-
ter is entered into a field that only accepts numbers.
l Email Messages: Messages that are sent when a user request password reminders,
subscribe to a role, etc. They can also be message to editors or Administrators con-
firming actions such as deleting user accounts.
l Help: The help text associated with field labels.
l Text: The text of field names and labels.

Editing Language Files

Module Editors can edit the language files associated with a language pack via the Admin

> Advanced Settings >  Languages or using a Languages module.

Edit files by clicking the Edit button in the Static Resources column beside the language to

be edited. This displays the GlobalResources file ready for editing. Note: This is the place
where the most commonly edited files such as the Privacy Statement and Terms of Use are loc-
ated.
Locate the resource file to be edited. A simple way to do this is to use Find (Crtl + F) feature on
your website browser and type in all or part of the name of the file you are looking for. Note: If
Paging is enabled then the file may be located on a subsequent page. In this example login
instructions will be added to the Account Login module.

Edit the text displayed in the Localized Value text box or click the Edit button to use the

Rich Text Editor. When entering new text into the RTE ensue the necessary replacement
tokens displayed at Default Value are included and then click the Update button.

To edit other file types, navigate to and select the file using the Resources folder list. Here you
can choose between:

l Local Resources: Files which are related to specific Admin controls, modules (desktop
modules), controls, installation and Host themes.
 l Global Resources: Files that are used across the site. This is divided into Glob-
alResources and SharedResources. This is the location of the system messages that
are sent to users, error messages, site messages, etc.

Optionally edit the subject associated with an email message by editing the associated Subject
resource file that will be listed above the Body resource file and then click the Save Resource
File button.
Adding login instructions to Account Login

Deleting Language Files

Module Editors can delete a resource file from a language pack via the Admin > Advanced Set-

tings >  Languages or using a Languages module. Delete files by clicking the Edit button

in the Static Resources column beside the language to be deleted.

Select the required file and then click the Delete Resource File button.
Configuring the Language Editor

How to enable paging on Language Editor and set the number of items per page.
DNN Platform users (including anonymous users) must be granted Edit Page permissions to
the page where the Languages module is located.

1. Navigate to Admin > Advanced Settings >  Languages - OR - Go to a Languages

module.

2. Select  Manage > Settings from the module actions menu.

3. Select the Language Management Settings tab.
4. At Use Paging in Editor, select from these options:
l Mark  the check box to enable paging on the Language Editor and modify the

number of items per page (10) by entering the number into the Editor Page Size
 text box. Paging is useful on sites with a large number of items. The default setting
is 10. Users will be able to modify the page size when using the editor.
l Unmark  the check box to disable paging.

5. Click the Update button.

Setting Language Files as Pending Translation

The values (language files) associated with a language package can be set as pending trans-
lation. DNN Platform users (including anonymous users)  must be granted Edit Module per-
missions to perform this task.

1. Navigate to Admin > Advanced Settings >  Languages - OR - Go to a Languages

module.
2. Select the Languages tab.
3. In the Static Resources column of the Culture grid, click the Edit button for the lan-

guage file to be edited. This displays the GlobalResources file ready for editing.
4. At Highlight Pending Translations, mark  the check box to set all values as

pending translation. This highlights the Localized Value text boxes in red making it easy
to identify that they are pending translation.
5. To edit a resource file, edit the text displayed in the Localized Value text box - OR -
Update any changes and then click the Edit button to use a Rich Text Editor (RTE).

Enter the new text into the RTE ensuring the necessary replacement tokens displayed at
Default Value are included and then click the Update button.
6. Repeat Step 5 to edit additional files.
 7. At Highlight Pending Translations, unmark  the check box once translations are
completed - OR - mark  the check box to maintain the highlighted of files for future

translation.

Tip: Fields that haven't been translated will be re-highlighted whenever "Highlight Pend-
ing Translations" is selected.

Settings

Setting the Default Site Language

Installed languages can be set as the default site language by modifying the Language Set-
tings. The default site language is allocated to site members upon registration, or whenever the
locale they have chosen becomes unavailable. Note: Changing the default language doesn't
update the language allocated to existing users.
Note: If a disabled language was selected it will now be enabled. The default site language is
now updated on the Languages tab and cannot be disabled.
The below image shows German language set as the site default language. Note the German
flag is highlighted and the Control Panel, search and user profile sections are in German lan-
guage.

Enabling Browser Language Detection

Module Editors can enable the site to detect the language being used by a site visitor's Web

browser via the settings page of the Admin > Advanced Settings >  Languages page or

using a Languages module. If the visitor's language is enabled on the site then this setting
allows the site to switch to that language. This feature can be enabled or disabled by modifying
the "Enable Browser Language Detection" field on the Languages Settings page.
Enabling Browser Language Detection

Enabling Language Parameter in URL

Module Editors can enable or disable the language parameter to be detected in URLs for this
site by modifying the "Enable Language Parameter in URLs" field on the settings tab of the

Admin > > Advanced Settings >  Languages page or using a Languages module.
Enabling Language Parameter in URL

Lists (Admin)

The Admin > Advanced Settings > Lists page allows Administrators to maintain lists of

information that can be identified by a key value and a data value. List uses the structure of
Lists and Entries, which are in effect the same, but their usage defines their differences:

l A List is a collection of Entries that has a Key Identifier and a Data Portion.
l An Entry is an individual item of data that relates to a List and is made up of a Key Iden-
tifier and a Data Portion. An example of this is the countries list used in DNN. The list is
'Countries' and the entries are the actual countries. E.g. Australia, England, Holland
l Entries can also be a list. An example of this is the regions list used in DNN. In this case
the Country, which is an entry under the Countries List, can be its own list and have
region entries associated with it.

A related copy of Lists is maintained on the Host > Advanced Settings > Lists page. Admin

Lists can access entries from Host List page, but Host Lists cannot access Admin List. The
Host Lists stores site-wide lists, such as Country, State and Region. Administrators can add
new entries to lists maintained on the Host List menu and create new lists.
Adding a Parent List

Parent lists can be added to the site via the Admin > Advanced Settings > Lists page. Lists

created by users other than Super Users are automatically encoded for security purposes to
prevent HTML and JavaScript being injected into the page. Once the list has been created one
or more additional list entries should be added to this list. See "Adding List Entries".

Adding a Child List

Child lists can be added beneath parents list that are maintained on either the Admin >

Advanced Settings > Lists page or the Host > Lists page. Once the new list is saved the

first entry is displayed and additional entries can be added.

Adding List Entries

List entries can be added to existing lists using the Admin > Advanced Settings > Lists

page. Lists are automatically encoded for security purposes to prevent HTML and JavaScript
being injected into the page.

Adding Banned Passwords

Common passwords can be banned from a site by adding them to the BannedPasswords list

on the Admin > Advanced Settings > Lists page. Users who enter a banned password will

be asked to choose a different password. When completing the "Entry Value" enter a unique
failure number. E.g. If there are 4 entries, then the next failure number should be "failure5".
Banned passwords can be edited or deleted using the same method as for other list entries.

Prerequisite. The Banned password list must be enabled by a Super User.

Deleting a List

Lists can be permanently deleted via the Admin > Advanced Settings > Lists page.

Managing List Entries

Users can edit, re-order and delete entries associated with an Admin list by selecting the list on

the Admin > Advanced Settings > Lists page. In the below example only one of the list
entries can be edited because the Currency list is maintained by Super Users using the Host
List.

Managing the Profanity List

Unwanted or profane words can be filtered from messages sent using the Message Center by
adding the unwanted word and its replacement (E.g. ****) to the ProfanityFilter list maintained

on the Admin > Advanced Settings > Lists page. Note: Enter any keyboard characters into

both the replaced (Entry Text) and replacement (Entry Value) fields. Note: Additional entries
can be added, edited or deleted using the same method as for other list entries.

Prerequisite. Profanity filters are disabled by default and therefore must be enabled on a site by
a Super User in order to use this list.
Related Topics:

l See "Configuring Message Center Permissions"

Search Admin

The Admin > Advanced Settings > Search Admin page allows Administrators to specify the

settings associated with DNN's search capabilities. Search Admin enables search content to
be re-indexed if there have been significant changes since the last indexing, manages syn-
onym lists and allows Administrators to select words to be ignored in searches. Search Admin
includes multi-language capabilities that allows synonyms and ignored words to be managed
for each enabled language.

Re-Indexing Searched Content

Search content can be manually re-indexed via the Admin > Advanced Settings >  Search

Admin page. Re-indexing content maximizes the efficiency of the search engine and ensures
all new content is included in searches. Although search content is scheduled to re-index every
30 minutes by default using the Host > Schedule, it is recommended that content be re-indexed
manually if there have been significant changes since the last indexing. Note: Super Users can
disable or modify the automatic re-indexing task called "Search Engine Scheduler".
Ignoring Words

The list of words that will be ignored in searches can be managed on the Ignore Words tab of

the Admin > Advanced Settings >  Search Admin page. Ignored words should be equal to

or longer than the Minimum Word Length set for the site. Administrators should contact their
Host to find out what this value is.

If multiple cultures are enabled on the site choose which culture to add words to. Words can be
added to the list by entering the new word followed by a comma or by striking the Enter key.
The full list of ignored words can be deleted; however the pre-existing list of words cannot be
restored and must be manually re-entered if required in the future. An alternative would be to
edit the list and delete individual words.
Managing Synonyms

A list of synonyms can be used to increase the effectiveness of searches. For example, if a user
enters the word "Host" into the search box the site will return results for synonymous words
such as "Super User". Synonyms can be added, edited or deleted via the Synonyms tab of the

Admin > Advanced Settings > Search Admin page.

If multiple cultures are enabled on the site choose which culture to add the synonym too. When
adding a new synonym word group follow each word or phrase with a comma or by striking the
Enter key and then save the list when complete.

Search Engine SiteMap

The Admin > Advanced Settings > Search Engine Site Map page allows users to configure

a SiteMap that can then be submitted to one or more search engines for improved search
optimization. Sitemap providers for DNN allow any DNN module to participate in the
Google/Yahoo!/Bing Sitemap generation for the site. Sitemap files generated by DNN Sitemap
provider are fully compliant with protocol specification published at http://www.s-
itemaps.org/protocol.php and can be generated for different locales (languages) set on the
site. Authenticated users who can view the Search Engine SiteMap module can configure and
submit the SiteMap.
Note: Google Analytics See "Google Analytics" can also be used to optimize search results
both within the site and for search engines.

Configuring the SiteMap Settings

How to configure the search engine settings and priorities using the Sitemap.

1. Navigate to Admin > Advanced Settings > Search Engine Site Map - OR - Go to a

Sitemap module.
2. The Sitemap URL field located at the top of the module displays the URL of the
Sitemap as well as the Sitemap providers that are enabled. E.g. http://awe-
somecycles.biz/SiteMap.aspx
3. Optional. Expand the Base Page URLs Settings section to modify the basic settings
that apply to general DNN pages.
1. At Use page level based priorities, select from these options:
l Mark  the check box to set the priority for each page based on the hier-

archical level of the page. Top level (parent) pages will have a value of 1,
second level (first level child pages) 0.9, third level 0.8, (second level child
pages), etc. This setting will not change the value stored in the actual page
but it will use the computed value when required.
1. In the Minimum Priority for pages text box, if Use page level
based priorities is marked, this field allows the lowest priority that
 will be used on low level pages to be set. The default option is 0.1.
l Unmark  the check box to disable page level based priorities.

2. At Include Hidden Pages, mark  the check box to include hidden pages (those
not visible in the menu) in the Sitemap - OR - unmark  the check box to exclude

hidden pages from the Sitemap.

3. Click the Refresh Page Priorities button.

4. Optional. Go to the General Sitemap Settings section to configure the settings that
apply to all URLs included in the Sitemap.
1. In the Exclude URLs with a priority lower than text box, enter a number
between 0.0 and 1.0. This option can be used to remove certain pages from the
Sitemap. For example, setup a priority of -1 for a page and enter -1 here to cause
the page to be excluded from the generated Sitemap.
2. At Days to Cache Sitemap For select the number of days to cache the site for or
select zero (0) to disable caching. Caching prevents the Sitemap from being gen-
erated every time it is requested. This is especially necessary for big sites. If the
site has more than 50000 URLs the Sitemap will be cached with a default value of
1 day.
3. Click the Save Sitemap Configuration button.
Purging Cached Sitemap

The cached Sitemap can be purged via the General Sitemap Settings section of the Admin >

Advanced Settings > Search Engine Site Map page. This forces the Sitemap to be regen-

erated on the next request.

Setting the SiteMap Providers

One or more SiteMap providers can be enabled for this site via the Admin > Advanced Settings

> Search Engine Site Map page. DNN comes with a default provider named coreSitem-

apProvider and also uses a provider model to allow third- party modules to participate in
SiteMap generation. Other providers can however be added at installation.

1. Navigate to Admin > Advanced Settings > Search Engine Site Map - OR - Go to a

Sitemap module. Details of the SiteMap provider that is in use on this site will be dis-
played below the Sitemap URL field.
2. Click the Edit button beside the Sitemap Provider to be modified.
 3. Optional. At Enabled, mark  the check box to enable this SiteMap provider. If only

one provider is enabled, skip to Step 4.

1. Optional. In the Priority text box, enter a numerical value to set the priority for
this provider.
2. Optional. At Override Priority, mark  the check box to override the priority
given to pages crawled by a SiteMap provider - OR - unmark  the check box to

use the priority given to pages crawled by a SiteMap provider.

4. Click the Update  button.

Submitting Site to Google

The site can be submitted to the Google search engine for indexing via the Site Submission sec-

tion of the Admin > Advanced Settings > Search Engine Site Map page. Select "Google" as

the search engine. You will need to verify the site ownership when signing up with Google Web-
master Tools and choose the "Upload an HTML file" method from the Google Verification
screen. Return to the SiteMap and enter the file name that was displayed on the Google Veri-
fication screen (e.g. google53c0cef435b2b81e.html) in the "Verification" text box and click the
Create button. Return to Google and select the Verify button, then return to the Sitemap and
click the Submit button beside the "Search Engine" field.
Submitting Site to Yahoo! or Bing

The site can be submitted to Yahoo! and/or Bing search engines for indexing via the Site Sub-

mission section of the Admin > Advanced Settings > Search Engine Site Map page. Simply

select either Bing or Yahoo! at the "Search Engine" field and click the Submit link.

Site Redirection Management

The Admin > Advanced Settings >  Site Redirection Management page allows Admin-

istrators to direct users to different sites or site pages depending on the type of device they are
using to browse the site. Configuring site redirection rules ensures users are always sent to the
site that provides optimum viewing for their mobile device. DNN Platform comes with device
data that provides the ability to configure site redirection paths for mobile phones, however
additional data will be needed to create redirection paths for other types of mobile devices such
as smartphones, eBook readers, tablets, etc. DNN Platform users can upgrade to this
premium data service by purchasing a license from the DNNStore. Site Redirection Man-
agement cannot be added to other pages.
Adding a Mobile Site Redirection

How to create a redirection path for a mobile site.

1. Navigate to Admin > Advanced Settings > Site Redirection Management.

2. Select the Create a mobile website redirection option.
3. Click the Create button.
4. At Redirecting, the name of the page currently set as the Home page is displayed.
5. At To, select the location that users will be redirected to from these options:
l Site: Select to redirect users to another site within this installation and then select
the site name from the drop down list.
l Page within this site: Select to redirect users to a particular page within the cur-
rent site and then select the page name from the drop down list.
l URL: Select to redirect users to an external URL and then enter the redirection
URL into the URL text box.
 6. Click the Save button. The newly created redirection is now listed.

Adding Advanced Site Redirections

How to create advanced redirection paths for a site. Advanced options include the ability to cre-
ate a redirection that only applies to a page and its child pages or a redirection that applies to a
full site. Redirections can be associated with one or more types of user devices or a set of rules
can be applied to further limit a redirection. The below example shows a redirection which redir-
ects all users who browse the Products page of the site (including any of its child page) to
another page of the site called "Products - Mobile".

1. Navigate to Admin > Advanced Settings > Site Redirection Management.

2. Select the Create a redirection using advanced options option.
3. Click the Create button.
4. In the Site Redirection Name text box, enter a name for this redirection. This redir-
ection is automatically enabled; however it can be disabled by unmarking  the Enable

check box.
5. At Redirecting, select from these options:
l Page within this site: Choose this option to redirect users from a site page:
1. Select the page name from the drop down list. The current Home page of
the site is selected by default.
2. Optional. Mark  the check box at Include all child pages to apply this

redirection to all of the child pages.

3. At To, select the location that users will be redirect to from these options:
l Site: Select to redirect users to another site within this installation
and then select the site from the drop down list.
l Page within this site: Select to redirect users to another page with
this site and then select the page name from the drop down list.
l URL: Select to redirect users to an external URL and then enter the
redirection URL into the URL text box.
l Site: Select to create a redirection for the entire site.
1. Select the site name from the drop down list.
2. At To, select the location that users will be redirected to from these options:
l Site: Select to redirect users to another site within this installation
and then select the site from the drop down list.
l URL: Select to redirect users to an external URL and then enter the
redirection URL into the URL text box.
 6. At Select User Device, choose the device for this redirection from these option:
l Mobile Phone: Redirects mobile phone users. This is the default option.
l Tablet: Redirects tablet users. This option on available for premium data users.
l Mobile and Tablet: Redirects users of both mobile phones and tablets. This
option on available for premium data users.
l Smart Phone: Redirects mobile phone users.
l Advanced: Select to create multiple rules for this redirection:
1. At Capability, select a condition for this rule from the drop down list.
2. At Matching Value, select the matching value for this rule.
3. Click the Add button to add this rule.
4. Repeat the above 3 steps to add additional rules.

7. Click the Save button. The newly created redirection is now listed.

In another example the below image shows a redirection which redirects all mobile phone
users to another site within this DNN installation. This redirection applies to all site pages.
Managing Redirections

Administrators can edit, reorder and delete redirection paths within Site Redirection Man-
agement.

1. Navigate to Admin > Advanced Settings > Site Redirection Management.

l Click the Edit Rule button associated with the rule to be edited, edit one or

more fields and then click the Save button.

l Click the Delete Rule button beside the redirection rule to be deleted and then

click the Yes button to confirm.

l Click on the Drag and Drop  icon beside a profile and drag it to a new position

in the list and reset the priority of this rule.

l Click the Toggle the Enable Setting / button to enable or disable the rule.

Site Wizard

The Site Wizard, located on the Admin > Advanced Settings > Site Wizard page, is a simple

step-by-step wizard that allows users to configure basic site settings, choose a site design and
use a site template that can include site content. All users who are authorized to view the Site
Wizard can complete the wizard, however only authenticated users can change the site logo
and must have file upload permission to upload a new logo image.
When completing the Site Wizard users can choose to build the site using an existing template,
change the current site to a blank site or skip this step and keep the current pages and content.
If a template is chosen duplicate modules can be ignored, replaced or merged. Ignoring mod-
ules places a copy of any duplicated modules on the same page. Replacing modules deletes
the existing copy of the duplicate content and replaces it with the template copy. Deleted pages
are then moved to the Recycle Bin and the page name appended with _Old. E.g. the replaced
Home page will be called Home_Old. If these pages are then restored from the Recycle Bin
only the pages are restored and not the modules or module content. Merging modules com-
bines the existing information and template information into the one module.

A new default theme and/or container can be chosen. These settings will update the default
theme and/or containers but will not change any themes or containers that have been set on
individual pages or modules.
Finally the Site Details that are used by search engines to index the site can be modified. The
site title will be display in the title bar of the Web browser and in other places such as in the Pri-
vacy Statement, Terms of Use or when a user hovers over the site logo set below. The descrip-
tion will be used by search engines to index this site and will be displayed in search results (See
"Submitting the Site to Search Engines") and the keywords will be used by search engines to
look up your site. The site logo that is displayed on all site pages in the default theme.
Taxonomy

The Admin > Advanced Settings > Taxonomy page enables the creation and management

of tags that can be associated with pages and modules to classify site content. Depending on
the themes used on the site, users may be able associate content with existing tags or create
their own tags. The Taxonomy Manager can be added to any site page to enable authenticated
users to view the list of existing vocabularies however users must be granted module edit rights
to create and manage site specific vocabularies. See "Setting Page Details"
Related Topics:

Google Analytics ( See "Google Analytics" ) and the Search Engine Sitemap ( See "Search
Engine SiteMap") also allow Administrators to optimize search results both within the site and
for search engines.

Creating a Vocabulary

New vocabularies can be created via Admin > Advanced Settings > Taxonomy page.

Vocabularies can be created using a simple flat list structure, or as hierarchical tree list.
Note: The vocabulary name and type cannot be edited. Terms must be added to the vocab-
ulary once it has been created. See "Adding Terms"
Adding Terms

Terms can be added to simple and hierarchical vocabularies via the Admin > Advanced Set-

tings > Taxonomy page by clicking the Edit button beside the required vocabulary.

When adding the first term to a hierarchical vocabulary it is recommended that the vocabulary
name be used as the name of the first term. This allows hierarchical trees with multiple
branches to be created. If terms are not setup in this way then the user will be restricted to a
single top level parent term. E.g. the first term added to the hierarchical list named "Products"
shown below was called "Products". Once this first term was added then "Products" could be
selected as a parent term and then a hierarchical structure could be added.

Newly added terms are displayed in the Terms field which can be expanded to view all terms in
the tree. Terms are listed in alpha-numerical order in the tree
Terms added to a Hierarchical List

Editing or Deleting a Vocabulary

Administrators can edit the description of a vocabulary via Admin > Advanced Settings >

Taxonomy page or delete the entire vocabulary. Editors cannot delete vocabularies created by
Administrators or Super Users. Similarly, Administrators cannot delete vocabularies created
by Super Users.

Editing and Deleting Terms

The terms associated with a vocabulary can be edited or deleted via the Admin > Advanced
Settings > Taxonomy page by clicking the Edit button beside the vocabulary that the term is

associated with and then selecting the term to be edited or deleted.

Viewing User Entered Tags

Free form tags that have been entered by users can be viewed on the via Admin > Advanced

Settings > Taxonomy page by clicking the Edit button beside the "Tags" vocabulary.

Clicking on a tag name in the Terms list will display the tag description. Note: Super Users can
modify and delete these tags.
Themes

The Theme Editor located on the Admin > Advanced Settings > Themes page allows

Administrators to preview and apply themes and containers to the site and allows Super Users
to parse and delete containers and themes. The Theme Editor can be added to any site pages
to permit any user with view rights to set containers and themes. The Edit Theme Attributes
section can only be viewed on the Admin > Themes page.

l See "Stylesheet Editor"

Setting the Default Theme or Container

The default theme for all site pages and/or the default container for all modules can be set via

the Admin > Advanced Settings > Themes page. This setting updates all pages and mod-

ules that are using the default theme or container but won't override themes or containers set
on individual pages (See "Configuring Advanced Page Settings" ) or modules (See "Con-
figuring Basic Page Settings for Modules"). The default theme can be restored at any time by
clicking the Restore Default Theme button located at the base of the Admin > Advanced Set-
tings > Themes page. See "Setting the Site Design" to modify the default theme.

To set the default theme or container, choose to view Host themes and containers that are
available to all sites and/or site themes and container that are only available to this site. Once
the required theme and/or container is located it can be applied to all site pages (Site) and/or all
site editing pages (Edit) such as page settings, module settings and the Admin pages.
Building Multi-Language Sites
DNN offers a flexible solution for delivering multi-language sites. Site owners who want to
reach a wider audience can allow their site users to view all inbuilt site functionality, such as the
user registration and login areas in their preferred language without any knowledge of that lan-
guage. Site owners who have access to translators can provide full or partial site translations
using DNN's Content Localization capabilities. See "Content Localization"

Creating a Multi-Language Site

DNN sites come with multi-language capabilities that allow users to view the DNN application
in their preferred language. When a user chooses a language, all of the field names within the
DNN application are changed to that language. This allows users to perform tasks such as
registering for and maintaining their user account in their preferred language and allows Admin-
istrators to view the ControlBar and all Admin pages in their preferred language. A multi-lan-
guage site can be easily created without any multi-language skills. It is important however to
understand that a multi-language site is different from a translated site which requires trans-
lators to translate the unique module content that has been added to the site into other lan-
guages.

Before a multi-language site can be created, a Super User must install the required languages.
Once the additional languages have been installed, an Administrator must enable the lan-
guages (See "Enabling a Language"). These steps will allow site visitors to switch the site to
their preferred language. See "Changing the Site Language" Administrators can also change
the default site language if desired. See "Setting the Default Site Language"
Once a secondary language is enabled, Administrators can customize the following site set-
tings for each language:

l Site Marketing: See "Site Details" and See "Setting the Site Appearance"
l Site Appearance: See "Setting the Site Design"
l Site Page Management: See "Setting the Home Page", See "Settings the Login Page",
See "Setting the Registration Page", See "Setting the Search Results Page" and See
"Setting the Splash Page"
l Login and Registration: See "Login Settings", See "Configuring the Standard Regis-
tration Form" and See "Configuring a Custom Registration Form".

Enabling a Language

Languages can be enabled or disabled by Module Editors by modifying the check box in the

"Enabled" column displayed beside each language on the Admin > Advanced Settings >

 Languages page or on a Languages module. This field can be updated regardless of whether
content localization has been enabled. The default language cannot however be disabled and
at least one language must be enabled at all times. Note: If the Languages module is located
on a site page users (including unauthenticated users) must be granted Edit Module per-
missions to perform this task.

Prerequisite. Two or more languages must be installed on the site by a Super User.
Once two or more languages are enabled on a site, users can set their preferred locale on their
user profile (See "Completing a User Profile" ) and unique settings can be configured for each
language via the Site Settings page.

Setting the Default Site Language

Installed languages can be set as the default site language by modifying the Language Set-
tings. The default site language is allocated to site members upon registration, or whenever the
locale they have chosen becomes unavailable. Note: Changing the default language doesn't
update the language allocated to existing users.
Note: If a disabled language was selected it will now be enabled. The default site language is
now updated on the Languages tab and cannot be disabled.
The below image shows German language set as the site default language. Note the German
flag is highlighted and the Control Panel, search and user profile sections are in German lan-
guage.

Adding a Page to a Multi-Language Site

Add a new page to a multi-language site by viewing the site in the default language ( See
"Changing the Site Language") and then adding the page as per usual (See "Adding a New
Page") ensuring the Permissions (See "Setting Page Permissions") and Localization Settings
(See "Localization Settings for New Pages" ) are set as required. Depending on the Local-
ization Settings that are chosen, this method can be used to create a page in the current culture
only, a single page that can be viewed by all cultures, or a separate localized version for each
cultures. Modules and content can then be added to the page. See "Adding a Module to a
Multi-Language Site"

Tip: If localized versions of the page have been created, translators should be notified (See
"Notifying Translators") once the page content is completed. Note: Content Localization must
be configured before translations can occur.
Adding a Module to a Multi-Language Site

Authorized users can add a new module to a multi-language site. This adds the module to the
chosen language only; however it can then be added to additional languages. Module content
can be copy of the original content or it can be set for translation.

1. View the site in the language where the new module is required. See "Changing the Site
Language".
2. Navigate to the page where the module will be added. See "Viewing Any Page" or See
"Viewing any Page".
3. Add the module. See "Adding a New Module".
4. Add module content as required. See "Editing Module Content". Now that the module is
added and the content has been created, users can choose to copy the module and its
contents to one or more additional languages or set the module content as translatable.
Content Localization
Content localization is a highly flexible translation tool that permits the site owner to choose
which sections of site content is translated and which languages that content is translated into.
This can vary from translating the entire site, translating specific content for some languages,
translating only the Site Settings, or creating new areas for certain languages. For example,
the site menu and all site pages could be fully translated into each language but only certain
pages or module content translated for some of the languages. Note: Although this manual
uses the terms 'languages', content localization can be used to customize site content for dif-
ferent cultures of the same language such as US English and GB English.

Configuring Content Localization

There are four steps to configuring content localization. Once content localization has been con-
figured, Administrators and other authorized users can begin adding new content or choosing
existing content to be translated. Prerequisite. The basic steps for creating a multi-language
site must be completed. See "Creating a Multi-Language Site".

1. Localized content must be enabled. See "Enabling Localized Content".

2. Add translators to translator roles. See "Setting Translator Roles".
3. Add a Languages module to a page and configure to allow non-Administrators to trans-
late content. See "Configuring the Translations Page".
4. See "Allowing Users to Choose the Interface Language".

Enabling Localized Content

Once localized content has been allowed by a Super User, Administrators can enable localized
content for the site. This creates a localized version of selected content and a translator role for
each enabled language. The Page Settings - Localization tab is also added to all site pages.
See "Localization Settings for New Pages". Users with Edit Module permissions to the Lan-
guages module can also enable localized content.

Here's how to complete enabling of content localization:

1. Go to the Languages tab of a Languages module and click the Enable Localized Con-
tent button. This will display the Enable Localized Content message box. If the default
site language displayed is incorrect select Cancel now and change the default language.

2. At Make all pages Translatable, select from these options:

l Mark  the check box to make all of the default language pages translatable and

creates a copy of all translatable pages for each enabled language.

l Unmark  the check box to translate some of the default language pages into

other languages. This allows some or most of the site to be maintained in the
default language and only manage selected pages, such as the contact page or
pages that don't frequently change content, into other languages.
 3. Click the Enable Localized Content button. Once enabling is complete, a new tab
called "Content Localization" is displayed on the Languages module and a new section
titled "Content Localization" is displayed in the culture grid with these columns:

If "Make All Pages Translatable" was not selected, the following will be displayed:

l Pages: The Pages column displays the number of pages and the percentage of pages
that have been localized. This will be zero (0) for the default language of English (United
States) and blank for all other languages because no pages were created.
l Translated: This displays the number of translated pages. E.g. 0
l Active: This column is blank because there are not localized pages.
l Publish: This column is blank because there are no pages to publish.
l Delete: This column is blank because there is no localized content that can be deleted.
If "Make All Pages Translatable", several progress bars show the languages and pages being
created. A copy of all site pages is made for each language that is enabled, including the mod-
ules and content on these pages. A translator role is also created each language.

l Pages: The Pages column displays the number of pages and the percentage of pages
that have been localized. E.g. The number of pages is seven (7) for the default language
of English (United States) and seven (7) pages, which is 100% of the site pages, have
been created for German (Germany) which is the only secondary languages that is
enabled.
l Translated: This displays the number of pages and the percentage of pages that have
been translated. E.g. (0) 0%.
l Active: This displays a check box that allows localized content to be activated / deac-
tivated.
l Publish: The Publish column is blank because the localized content has not yet been
activated for any language.
For other enabled languages, the No of Pages button is displayed as a link that can be

clicked to create localized pages for that language. Each enabled language displays this but-
ton, allowing different pages to be localized for each language as required.

To view the newly created localized copies for this language, click on the country flag for this
language (typically located in the top right corner of the site above the menu). This displays the
localized copies of these pages in the menu. Note: Page names are appended with the country
code. E.g. for Australia it is (EN-AU). Modify these names by editing the Page Name. See "Set-
ting Page Details".
Setting Translator Roles

A translator role is automatically created when localized content is created for a language. The
default role is titled Translator and then appended with the country code. E.g. Translator (EN-
AU). Additional roles (such as a multi-lingual role) can be added by clicking the Edit This Lan-
guage button located on the Languages tab of a Languages module and selecting any addi-

tional roles that can translate this language. Once the translator roles are created, the
translators can be added to the role. See "Managing Role Access".
Configuring the Translations Page

The Languages module should be added to a site page to allow non-Administrator translators
(users in the translator role) to translate content. Ensure permission to view the page is granted
to each of the translator roles and any additional usernames as required.
Non-Administrator translators can optionally be allowed to view the Languages and Settings
tabs of this Languages module by modifying the Language Management Settings located
under module settings. Displaying the Languages tab to non-Administrators will allow these
users to perform additional tasks including enabling and activating languages as well as pub-
lishing translations and disabling localized content.
Allowing Users to Choose the Interface Language

Site users can be permitted to select a different language for the DNN application than the site
content by marking the "Allow Users to Choose Interface Language" check box on the settings
tab of any Languages module. This is particularly useful for translators who might want to view
the application in a different language to the one they need to translate content for.
Creating Localizations

Localized versions of the default language content must be created before that content can be
translated or modified for secondary languages. When content localization is enabled on the
site, Administrators can choose to create localized pages for the all of the enabled languages,
or they can elect to do this for all or some pages and languages at a later stage. This section
details the different ways localized content can be created once the initial enabling of localized
content has occurred. Translators should be notified once content is ready for translation.

Creating Localized Pages

Administrators can localize all default site language pages for a single secondary language.
This method is used when there is no localized content for the language which can occur when
the language is added and enabled after content localization has occurred; when a disabled lan-
guage is enabled after localized content was created; or when localized content was not cre-
ated during content localization. Users must be granted Edit Module permissions to the
Languages module to perform this task.

1. Go to the Languages tab of a Languages module.

2. Optional. In the Enabled column, mark  the check box beside the language if it is not

yet enabled.

3. In the Content Localization - Pages column, click the Create Pages In This

Language button beside the required language.

This opens the Localize Pages page that displays the number of pages that will be localized at
the "Number of Pages to Localize" field. Click the Localize Pages button. This displays a pro-
gress bar that lists each of the pages and content that is being created for the chosen lan-
guage. The current status of translations for the language is displayed once all the translations
are completed. E.g. There are 12 pages of translations created which is 100% of the total num-
ber of site pages and of those 12 pages, zero percent ( 0% ) have been marked as translation
completed. The language is not active on the site.
Next Step: Notify a translator (See "Notifying Translators") or begin translations for this lan-
guage. See "Translating a Page" and See "Translating a Module".

Adding a Page to a Multi-Language Site

Add a new page to a multi-language site by viewing the site in the default language ( See
"Changing the Site Language") and then adding the page as per usual (See "Adding a New
Page") ensuring the Permissions (See "Setting Page Permissions") and Localization Settings
(See "Localization Settings for New Pages" ) are set as required. Depending on the Local-
ization Settings that are chosen, this method can be used to create a page in the current culture
only, a single page that can be viewed by all cultures, or a separate localized version for each
cultures. Modules and content can then be added to the page. See "Adding a Module to a
Multi-Language Site"
Tip: If localized versions of the page have been created, translators should be notified (See
"Notifying Translators") once the page content is completed. Note: Content Localization must
be configured before translations can occur.

Making a Page Translatable

A translatable version of a page and all modules on that page can be created for each enabled
language. When undertaken by an Administrator this feature will add a translation for each cul-
ture. Translators can only create versions for the languages they translate.

Using Page Localization Settings

1. Select Page Localization from the Edit Page menu of the ControlBar.
2. Click the Make Page Translatable button.

Using the Languages Module

1. Go to the Content Localization tab of a Languages module.

2. Find the required page and click the Make Page Translatable button. This displays a
grid with a column for each of the enabled languages and lists all of the translatable mod-
ules on that page. The default language, in this case en_US, is always displayed on the
left hand side and cannot be deleted. Note: Hovering the mouse over the flag icon for a
language displays information regarding the status of that translation. For example, in
the below image the German (Deutsch) language is not active.
Next Step:

l See "Removing Translations for a Page" to translate this page into only some lan-
guages.
 l Administrators can quickly update multiple module names for one or more languages
simply by typing the new module titles into this page and then clicking the Update button.

Adding Missing Translations

Translations of page content will be missing if a language was enabled after the initial trans-
lations were created, if the translations have been deleted, or when a translator has only cre-
ated translations in their own language. Missing translations can be added by locating the page
on the Content Localization tab of a Languages module and clicking the Add Missing Lan-
guages button.
The missing translations, in this case for German, are now added back to the page.
Making a Module Translatable

Translators and Administrators can make a secondary language module translatable by loc-
ating the required page on the Content Localization tab of a Languages module and clicking

the Reference Default Language  button beside each module to be translated. This cre-

ates a separate copy of the module content that can then be translated.
These modules are now ready to translate. See "Translating a Module"
Notifying Translators
Translators can be notified that a page is ready for translation by selecting Page Localization
from the Edit Page menu of the ControlBar and click the Notify Translators button.
Translating

Translators should be notified once localized content has been created so they can begin trans-
lations. Translations can be made directly on the page or using the Languages module. Once
the translations have been completed and the content set as translated, then it will be ready to
publish on the site.

Translating a Module

Once a translatable version of the module has been created (See "Making a Module Trans-
latable") the content can be translated into a language other than the default site language.
This is done by viewing the site in the culture to be translated (See "Changing the Site Lan-
guage") and simply editing the module content (See "Editing Module Content") with the trans-
lation.

Note: Modules who share content across all languages (reference modules) can be edited by
viewing the site in the default language (See "Changing the Site Language") and then editing
the content.

Setting Modules as Translated

Translators can set modules as translated by selecting Page Localization from the Edit Page
menu of the ControlBar and either marking the check box in the Translated column beside
each translated module or by clicking the Translated button to update all translatable mod-

ules. The Update Localization button must then be clicked to save the changes. See "Setting
a Page as Translated" once all modules have been translated.
Translating a Page

Translators can fully translate a page including the page name, page title, page description and
the titles and the content of any translatable modules.

Translating on the Page

1. Click the Check Notifications button to view details of waiting translations.

2. Select the Notifications tab and locate any notifications titled "New Content Ready for
Translation".
3. Click on the linked Page Name to go to the page that requires translation. E.g. Our
Products (de-DE)
4. The page that requires translation is now displayed. Note: The page and module names
are appended with the language (e.g. de-DE) that the content must be translated into.
The DNN application is also automatically changed to this language.

5. Translate the page and module titles in one of the following ways:
l Translate the Page Name, Page Title and Page Description fields (See "Setting
Page Details") and then translate all module titles (See "Configuring Basic Module
Settings") on the page.
l Select Page Localization from the Edit Page menu of the ControlBar and trans-
late the page name, page title and page description (top three fields) and then go
to the Page Modules section and translate the module titles for each translatable
module.
 6. Users can now translate the content of each module they can edit. Modules that cannot
be edited use a copy the default language content. See "Editing Module Content".

Translating using the Languages module

Translators can manage translations using the Languages module.

1. Check notification messages to determine the page requiring translation and locate the
page on the Languages module.
2. Translate the page name, page title and page description (top three fields) and then go
to the Page Modules section and translate the module titles for each translatable module
and then click the Update button.
3. Click the View Page button to go to the page and then translate module content. See

"Editing Module Content".

Next Step: See "Setting a Page as Translated"
Setting a Page as Translated

A page can be set as translated when translations are complete and all modules have been
marked as translated (See "Translating a Page").

1. Select Page Localization from the Edit Page menu of the ControlBar.
2. Go to the Page Modules section of the required language and click the Translated
button to set all translatable modules as translated - OR - Mark  the Translated check

box to set the full page as translated.

3. Click the Update Localization button.

Next Step: If this page is now ready to publish live on the site. See "Publishing a Single Page
Translation". Note: A language must be activated before pages can be published. See "Activ-
ating/Deactivating a Language".

Publishing

Once the translations have been completed and the content set as translated, it is then is ready
to publish on the site.

Activating/Deactivating a Language

A language is typically activated once translations are completed. This allows site visitors to
view the site including any translated content in that language. Activate a language by marking
 the check box in the Content Localization - Active column on the Languages tab of a Lan-
guages module. Activating a language enables the Publish  button to allow new translations

to be published.

Unmark the same check box to deactivate a language and hide it from site users if required.
This disables the Publish  button preventing new translations from being to be published

until the language is reactivated.

Publishing a Single Page Translation

Once a page is fully translated it can be published to the site. Publishing changes the view per-
missions of the page to the same permissions as those on the default language version of the
page.

Using the ControlBar

1. View the site in the language being published and navigate to the required page.
2. Select Page Localization from the Edit Page section of the ControlBar.
3. At Published, mark  the check box and click the Update Localization button.

Using the Languages Module

Locate the required page on the Content Localization tab of a Languages module and mark

 the Published check box located below all of the modules and then click the Update button.
Publishing All Translated Pages for a Language

Translated pages can be published on the site using the Languages module. Publishing only
affects the pages that have been marked as translated See "Setting a Page as Translated".
Once pages are published, the view permissions of published pages are updated to be the
same as for the default language. Users must be granted Edit Module permissions.

Prerequisite. A language must be set as "Active" before it can be published. See "Activ-
ating/Deactivating a Language". Pages should be translated prior to publishing, See "Trans-
lating a Page".

1. Go to the Languages tab of a Languages module.

2. Click the Publish Pages button in the Content Localization - Publish column.

Removing Localizations

Translations that are no longer required can be permanently removed from the site, or they can
be restored to the default language.

Converting a Page to a Neutral Language

Administrators can convert a page that has translations back to a "Language Neutral" page.
This will delete all translations of the page and leave a single version of the page in the default
language that page will be visible in every language of the site.

1. Go to the Content Localization tab of a Languages module.

2. Locate the required page and click the Convert Page to Neutral Language button loc-
ated at the base of the module.
Removing Translations for a Page

How to permanently remove page translations and then reselect which pages will need to be
translated into each language and which will only be translated for some cultures. This is useful
when different site information is targeted towards different cultures and languages. Removed
translations can also be added back to the page, allowing translations to be started again from
scratch.

1. Go to the Content Localization tab of a Languages module.

2. Locate the required page and click the Delete button beside each translation to be
deleted.
Restoring Reference Modules

Translators and Administrators can change a translatable module for a secondary language
back into a reference module that will share the same content as the default language module.
This permanently deletes any translated content and displays default language version of this
module to users who are viewing the site in the secondary language.

1. Go to the Content Localization tab of a Languages module.

2. Locate the required page and click the Detach  button beside each module to be mod-

ified.
 3. Click the Update button. The selected module is now a reference copy of the default lan-
guage module and the module name cannot be edited.

Deleting a Secondary Language Module

Modules can be deleted from a secondary language by viewing the site in the required sec-
ondary language (See "Changing the Site Language") and then deleting the module ( See
"Deleting a Module") from the required page. This will not affect versions of the module in the
default language or other cultures.
Common Tools
An overview of common tools that are used across a number of modules and site management
areas

Working with the Calendar

The Calendar is an ASP.Net control widely used to select and maintain dates in module con-
tent, module settings, page settings, Admin Console, etc. The Calendar is typically accessed

by clicking or the Calendar button; however some modules have other link names. E.g.

Events module displays the View Date link.

Default Calendar

The default Calendar control is used throughout the DNN Framework and across several mod-

ules. To view the Calendar, click the Calendar link or the Calendar button. The current

date is highlighted in a lighter gray. I.e. The current date on the below Calendar is 22 October,
2012.

Step One: Locating the required date

l Modify the Month and/or Year:
1. Click on the Month Year information located above the monthly calendar. This
will open a popup list of months and years.

2. Optional. If the required year isn't displayed, use the Double Right Arrow or

Double Left Arrow buttons to view the other years.

3. Select the required month and/or year and then click the OK button to select. This
closes the pop-up list allowing the required date to be selected.
Viewing Today's Date: Click on the Month Year information located above the monthly cal-
endar and then click the Today button to view the current month/year with Today's date.

Navigating to Other Months: Click the Left Arrow and Right Arrow buttons located

above the calendar month to view the calendar for the previous or next month respectively.

Step Two: Selecting the Required Date

Click on the date cell in the calendar to select that date. This will close the calendar and the
selected date will be displayed in the associated text box. Note: Users may be unable to select
dates prior to today, depending on where the Calendar is in use. To close the Calendar without
selecting a date, simply click off the calendar.

Module Calendar

Several DNN Project modules use the Calendar control that was standard in previous versions
on DNN. These modules are currently being updated to use the default calendar.

The following options are available to locate the required date using the calendar:

1. Click the Calendar link or the Calendar button.

2. To locate the required date, perform any of the following options:
l Go to the Previous Year: Click the previous year (E.g. 2007) located at the top
left of the calendar.
l Go to Today's Date: Click Today located in the top center of the calendar to
return to the current month. Today's date is displayed as red.
 l Go to the Next Year: Click next year (E.g. 2009) located at the top right of the cal-
endar.
l Go to the Previous Month: Click the previous month (E.g. January) located to
the left of the current month.
l Go to the Next Month: Click the next month (E.g. March) located to the right of
the current month.
3. Once the required date has been located the following options are available:
l To Select a Date: Click on the date in the calendar. The calendar will close and
the date will be selected.
l To close the Calendar without selecting a Date: Click the Close button loc-
ated below the calendar. The calendar will close and no date will be selected.

Link Control

The Link Control, which is displayed on the add page and edit page of many modules (such as
Announcement, Links and Media) as well as the page and module settings pages, allows edit-
ors to set a link to a site page (See "Setting a Page Link"), a site file (See "Setting a File Link"),
a user's profile (See "Setting a User Profile Link") or any external URL (See "Setting a URL
Link"). The Link Control can also be used to disable a link, such as the Announcements mod-
ule. The Link Control. Link tracking and logging can also be enabled for each link. See "Track-
ing and Logging Link Clicks"
The Link Control as displayed on the Edit page of the Links module

Setting a File Link

The Link Control can be used to set a link a file that has been previously uploaded to the site or
the file can be uploaded and linked to. To upload and set a file link select "File ( A File on Your
Site )" as the link type, select the folder where the file does or will reside and then either select
an existing file or locate the file on your local computer and drag and drop it over the "Drop File
(s) Here" area.
If the drag and drop option is not available, especially on Project modules which may not have
been updated with this newer feature, then click the Upload New File or Upload File button
(which only displays when the user selects a folder they are authorized to add files to) and
browse and upload the file.

Notes: Users are only granted permission to upload files to their personal folder in the default
setup and must be granted upload files permission to additional folders to upload files to those
locations. Users may receive a Restricted File Type warning message when attempting to
upload a file via the Link Control. This message is displayed if the file being uploaded has an
extension that cannot be uploaded to the site. This can be modified by a Super User.

Related Topics:

l See "Modifying Folder Permissions"

Setting a Page Link

The Link Control allows users to set a link to an existing site page. Note: Pages that are not
included in the menu and which have not been given a Parent page will be displayed at the end
of this list. Disabled pages that can only be visited by Administrators and Super Users are dis-
played in the pages list. Other users will see the link but nothing will happen when they click on
it. Test all page links to avoid linking to a disabled page.

Setting a URL Link

The Link Control allows users to set a URL link to any resource or file available on the Internet
including website domains, web pages, files, or images. If a URL has already been linked to
using the Link Control, it may be available to select by clicking the Select an Existing URL but-
ton.
Setting a User Profile Link

The Link Control can be used to set a link to a user's profile. Each user controls the profile fields
are visible to the public, site members, friends and groups, or Administrators. See "Completing
a User Profile" To set a user profile link the exact username of an existing user must be
entered.
Setting a User Profile Link

Example of a linked User Profile

Tracking and Logging Link Clicks

Links that have been set using the Link Control can be tracked and an optional log can be kept
detailing the user, date and link of each link click. Link tracking information is displayed on the
Edit Item page of any link once it has been enabled. Important. The RadEditor has a different
method for adding and managing link tracking. See "Setting a Page Link".
Selecting the "Track Number of Times This Link Is Clicked" option will enable link tracking and
display the following additional link information:

l URL: Displays the URL that will be tracked. E.g. http://awe-

somecycles.biz/LinkClick.aspx?link=59&tabid=84&mid=478&language=en-US. Note:
In the below image, more than one language is enabled for the site; therefore the link
includes the associated language.
l Clicks: The total number of times this link has been clicked. This total includes clicks on
other occurrences of this link on this module. However it does not include clicks on this
link for other Links modules or any other types of modules. E.g. Click 3
l Last Click: The time and date when the link was last clicked. E.g. 8/25/2011 2:37:49 PM
The Link Log (pictured below) can also be enabled by selecting the "Log the User, Date, and
Time for Every Link Click" option. It is recommended that the "Track Number of Times This Link
is Clicked?" option also be checked to ensure the best performance from the Link Log. Once
enabled the Link Log records and displays the date and time that the link is clicked, as well as
the first and last name of authenticated users on the edit page of the link. The Link Log can be
viewed any time by going to the Edit page associated with the logged link and clicking the Click
the Display button. The last seven days are logged by default; however users can choose an
alternate date range by clicking the Calendar button to selecting a different start and/ or end
date. See "Working with the Calendar".

Deleting Existing URLs

Administrators can delete one or more existing URLs from the list of previously used URL to
prevent editors from selecting a link that has expired or is no longer desirable. Deleting a URL
from this list will not modify or remove any URL links that have been set. To delete an existing
URL set the link type to "URL" and click the Select an Existing URL button to view a list of the
existing URLs. Choose the URL to be deleted and then click the Delete Selected URL From
The List button.
HTML Editor

The HTML Editor provides a choice between basic or rich text editing to modules such as
Announcements, FAQ, Events and HTML. It is also used within the DNN application including
areas such as the language editor and user profiles. This manual details how to use the rich
text editor for the default CKEditor (See "Rich Text Editor"), however other editors can be
used.

Rich Text Editor

The Rich Text Editor provides rich text editing capabilities including extensive text formatting
tools, page links, images, flash, script and table insertion. The Editor can be re-sized by pos-
itioning the mouse over the bottom right corner of the Editor until it becomes a two directional
arrow and then clicking and dragging the Editor larger or smaller as desired. Release the
mouse button when finished.
Overview of the Toolbars

The Rich Text Editor comes packaged with these following toolbars:

Source (toggles between the HTML source to Rich Text Editor), Preview (displays content in
a new browser), Print, Templates

Cut, Copy, Paste, Paste as Plain Text, Paste from Word, Undo, Redo

Find, Replace, Select All

Maximize Editor, Show Blocks (displays blocks of formatting), About CKEditor

Insert/Remove Numbered List, Insert/Remove Bulleted List, Decrease Indent, Increase
Indent, Block Quote, Create Div Container, Align Left, Center, Align Right, Justify, Text Dir-
ection from Left to Right, Text Direction from Right to Left

Link ( See "Inserting Links" ), Unlink ( See "Managing Links" ), Anchor ( See "Inserting
Anchors")

Image (See "Inserting Images"), Table (See "Inserting Tables"), Insert Horizontal Line, Smi-
ley, Insert Special Characters, Insert Page Break for Printing, IFrame ( See "Inserting an
IFrame")

Bold, Italic, Underline, Strikethrough, Subscript, Superscript, Remove Format

Formatting Styles, Paragraph Format, Font Name, Font Size, Text Color, Background Color

Inserting an IFrame

An IFrame can be inserted into the Rich Text Editor by clicking the IFrame button and entering
the full URL path to the site or page to be displayed.
Inserting Images

Images can be inserted into the Rich Text Editor by clicking the Image button. Users can enter
the URL of an external image or click the Browse Server button to select or upload a site
image.
Note: If an inserted image doesn't display in the Editor, there are a couple of settings that can
be changed that may fix the problem. Firstly, should ensure the Hidden attribute check box is
not selected as this will hide the image. See "Managing File Properties". Once this is done,
return to the image and refresh the browser to see if this fixes the problem changes. If this
doesn't work, check to see if module caching is set for too longer period. If so try modifying the
caching time as required. See "Configuring Module Cache Settings".
Image Not Displaying in Editor

Editing Images

Images can be edited by selecting the image and then selecting the Image button or by right-
clicking on the image and choosing Image Properties.
Inserting Links

Links can be inserted into the Rich Text Editor by selecting the content to be linked or by pla-

cing the cursor in the location where the link will be inserted and click the Link button. A link

to a site file, URL, site page, any URL, anchor (See "Inserting Anchors") or email can then be
entered or selected. Users can only link to pages they can view (e.g. in the below image the cur-
rent user is a page editor therefore they cannot link to the Admin pages).
Managing Links

Links can be edited or deleted by selecting the linked content and then selecting the Link or
Unlink button or by right-clicking on the linked content.
Inserting Anchors

Anchors (also known as bookmarks) can be inserted in specific locations within the content of
the Rich Text Editor. Anchors allow users to be taken directly to that anchored location in the
content by adding an anchor link (See "Inserting Links"). Anchors can be created by placing the
cursor in the required location and then entering the anchor name on the Anchor tab of the
Hyperlink Manager.

Managing Anchors

Anchors can be edited or deleted by right-clicking on the anchored content or object.

Inserting Tables

Basic tables can be inserted into the Rich Text Editor by clicking the Table button and setting
the number of table rows and columns and entering a table width.
Managing Tables

Tables can be edited or deleted by right-clicking on the table. Single cells, rows and columns
can insert or deleted by placing the cursor inside a table cell and right-clicking to view the drop
down list of options. Alternatively choose the Table Properties option to make multiple
changes.
List of Replacement Tokens

Adding one or more of the below replacement tokens into content enables site or user data to
be displayed to site users. An example would be to display the site description as part of the
content of an HTML module on a site's "About Us" page.

Replacement Token Example Replacement Token Descr-

iption
[Portal:Currency] USD Displays the site currency
type as set on the Site Set-
tings page.
[Portal:Description] Awesome Cycles is an online shop that Displays the site description
sells a wide range of bikes and biking as set on the Site Settings
accessories. page.
[Portal:Email] [email protected] Displays the email address of
the primary Administrator as
set on the Site Settings page.
[Portal:FooterText] Copyright 2014 by Awesome Cycles Displays the copyright text
entered in the Copyright field
on the Site Settings page.
[Portal:HomeDir- ../../Resources/AwesomeCycles/ Relative Path of the Portals
ectory] Home Directory.
[Portal:LogoFile] logo.gif Site Path to Logo file. E.g.
logo.gif
[Portal:PortalName] Awesome Cycles The site name as set on the
Site Settings page.
[Portal:TimeZoneOff- -480 Difference in minutes
set] between the default site time
and UTC.
User Tokens
[User:DisplayName] Rose Booth The display name of the user.
[User:Email] [email protected] The email address of the
user.
[User:FirstName] Rose The first name of the user.
[User:LastName] Booth The last name of the user.
[User:Username] Rosie The username of the user.
Membership Tokens
[Mem- Yes / No Indicates if the user is
bership:Approved] approved.
[Mem- 10/4/2014 1:08 PM Displays the date and time
bership:CreatedDate] when the user registered on
the site.
[Membership:IsOnline] Yes / No Indicates if the user is cur-
rently online.
Page (Tab) Tokens
[Tab:Description] Welcome to Awesome Cycles Displays the description of
the current page.
[Tab:FullUrl] http://www.awe- Displays the full URL of the
somecycles.biz/Services/tabid/ current page.
 73/Default.aspx
[Tab:IconFile] icon.gif Page relative path to icon file.
[Tab:KeyWords] bikes, bicycles, cycling Displays the keywords for the
current page.
[Tab:TabName] Home Page name
[Tab:TabPath] //HTML Page relative path
[Tab:URL] Page URL
Date Tokens
[DateTime:Now] 10/15/2014 5:39 PM Current date and time.
[DateTime:Now|f] Tuesday, October 26, 2014 5:39 PM Displays long date and short
time.
[DateTime:Now|F] Tuesday, October 26, 2014 5:39:20 Displays long date and long
PM time.
[DateTime:Now|g] 10/26/2014 5:39 PM Displays short date and short
time.
[DateTime:Now|G] 10/26/2014 5:39:20 PM Displays short date and long
time.
[DateTime:Now|Y] October, 2014 Displays year and month.
[DateTime:UTC] 10/15/2014 5:39 PM Coordinated Universal Time.
[DateTime:UTC|f] Tuesday, October 26, 2014 5:39 PM Coordinated Universal Time -
long date and short time.
Other appended options are
F, g, G and Y; as for
DateTime above.
[DateTime:System] 10/15/2014 5:39 PM Displays date and time as per
local settings.
[DateTime:System|f] Tuesday, October 26, 2014 5:39:20 Displays date and time as per
PM local settings. This example
displays long date and short
 time. Other appended options
are F, g, G and Y; as for
DateTime above.
Tick Tokens
[Ticks:Now] 633282985407609550 CPU tick count for current
second.
[Ticks:Today] 633282624000000000 CPU tick count since mid-
night.
[Ticks:TicksPerDay] 864000000000 CPU ticks per day (for cal-
culations)
Appendix A: RibbonBar
The RibbonBar is an alternative Control Panel which displays a single row of options at the
very top of the web browser above the DNN site. The links displayed on the left side of the Rib-
bonBar each have drop down menus. The Mode drop down list on the right enables the site to
be edited or just viewed.

The Admin menu is displayed to Administrators and Super Users. In DNN Platform, users
must have Edit Page permissions granted to access the Modules and Pages menus.

The collapsed RibbonBar displays a row of links on the left hand side and a Mode drop down
list on the right hand side. Depending on the users editing permissions for the current page,
there will be between none and five menus displayed on the left side. I.e. Administrators have
access four menus (Admin, Modules, Pages and Tools), Page Editors have access to two
menus (Modules and Pages) and Module Editors cannot access any menus, however they
may be able to view the Mode drop down list depending on the Control Panel configuration.

RibbonBar as displayed to Administrators

RibbonBar as displayed to Page Editor

The Admin Menu

Administrators and Super Users can click on the Admin link to go to the Admin Console - OR -
Mouse over the Admin link to view the Admin menu and then select the desired featured. See
"Admin Pages"
DNN Platform Admin Menu

The Modules Menu

l Add New Module: Adds a new module to the current page. See "Adding a New Mod-
ule" DNN Platform users must be granted Edit Content permissions.
l Add Existing Module: Adds a new instance of an existing module to the current page.
See "Adding an Existing Module" DNN Platform users must be granted Edit Content per-
missions.
The Pages Menu

Users must have Edit Page permissions granted to access these tools.

Actions Section

l Page Settings: Link to edit current page settings. See "Editing Page Settings".

l Add: Select to add a new page and configure settings. See "Adding a New Page".

l Copy: Select to copy the current (or any other) page including modifying modules.

See "Copying a Page".

l Delete: Link to delete current page. See "Deleting a Page". This option is disabled if

the current page is a "special page"; which is a page that has been set as the Home,
User Profile, Registration, Splash page, etc.
 l Import: Link to import a page. See "Importing a Page".

l Export: Link to export a page. See "Exporting a Page".

Copy Actions Section

l Copy Permissions to Children: Copy current page permission to children pages.

See "Copying Permissions to Child Pages". Enabled if page has child pages. Only
Administrator can perform this task.
l Copy Design to Children: Copy current page design (theme and container set-

tings) to children. See "Copying Design to Child Pages". 

Add New Page Section

l Add New Page: Add a new page directly from the Control Panel. See "Quick Add a
New Page".
l Update Current Page: Update the page name, menu options and theme for the cur-
rent page. DNN Platform users must be granted Edit Page permissions.
Pages Menu of the RibbonBar as displayed to Page Editors
Pages Menu of the RibbonBar as displayed to Administrators

The Tools Menu

Common Actions Section

l Add User: Administrators can select to add a new user to the site. See "Adding a

User Account"
l Add Role: Administrators can select to add a new role to the site. See "Adding a

Role"
l Upload File: Administrators can select to upload a file to the site.

Help Section

Administrators can select the Help link to view the Help URL for this site.
The Tools menu of the RibbonBar as displayed to Administrators

Setting the RibbonBar Mode

Users can view the site in View, Edit, Layout or Preview mode by selecting an option from the
Mode drop down. View mode hides editing tools and displays the site as it would appear to a
typical user. Edit mode enables editing tools and module actions menus. Layout mode shows
the layout of theme including the title and menu of each module. Preview mode displays the cur-
rent page as it would be viewed on a specified mobile device.

Setting the RibbonBar Mode

Quick Add a New Page

New pages can be added to a site via the Pages > Add New Page section of the RibbonBar.
Name is the only required field and accepting all the other default settings will display the new
page in the menu to the right of the original page. A page template can optionally be selected
and the menu location and visibility can be set. Pages added here are only visible to Admin-
istrators until permissions are updated.
Adding a New Module

Modules can be added to a page by via the Modules section of the RibbonBar. Users must
select a category to view related modules and then select the required modules. An optional
title can be added and page location, order and visibility can be defined. Users must be author-
ized to deploy a module and have the appropriate page editing permissions to add a module to
a page. Important. See "Adding a Module to a Multi-Language Site" if content localization is
enabled.
Adding an Existing Module

Existing modules can be added to the current page by selecting Add Existing Module from
the Modules section of the RibbonBar. Users can then choose the site and page where the
module is located and choose the module to add. The page location, order and module title and
visibility can optionally be set. Mark the "Copy Module (With Content)" check box to create

an independent instance of this module that will contain both the settings and (where applic-
able) the content of the existing module, or unmark  the check box to display the existing mod-

ule on this page which will share the settings and (where applicable) the content of the existing
module. Users must be authorized to deploy a module and have the appropriate page editing
permissions to add modules to the current page.
Index
Table of Contents 2

Introduction 3

Managing Your User Account 4

Signing up for a User Account 4

Logging into a Site 5

Logging in with External Accounts 6

Logging Out of a Site 7

Resetting Your Password 7

Profile Management 8

Changing a Password 8

Completing a User Profile 9

Managing Notifications 10

Managing Your User Account 11

Managing Communications 13

Managing Member Services 13

Connecting with Friends and Followers 14

Unregistering a User Account 15

Working with Content 15

Changing the Site Language 15

Printing Content 16
 Searching the Site 17

Subscribing to Syndicated Content 17

Making Social Connections 19

Member Directory 19

Searching for Members 19

Connecting with Members 19

Message Centre 20

Viewing Messages 20

Composing Messages 21

Replying to Messages 22

Archiving Messages 23

Deleting Messages 24

Journal 25

Adding Journal Entries 25

Deleting Journal Entries 27

Social Groups 28

Joining a Social Group 28

Adding a Social Group Journal Entry 28

Leaving a Social Group 29

The ControlBar 30

The Admin Menu 30

The Tools Menu 31
 The Help Menu 31

The Modules Menu 32

The Pages Menu 32

The Users Menu 34

Building a Site 35

Adding and Managing Pages 35

Adding a New Page 36

Viewing Any Page 36

Copying a Page 37

Copying Design to Child Pages 37

Copying Permissions to Child Pages 37

Deleting a Page 37

Editing Page Settings 38

Exporting a Page 39

Importing a Page 40

Making a Page Public or Private 41

Tagging Page Content 42

Page Settings 42

Setting Page Details 42

Setting Page Permissions 46

Configuring Advanced Page Settings 48

Localization Settings for Existing Pages 53

 Localization Settings for New Pages 54

Adding and Managing Modules 55

The Module Actions Menu 55

Edit Menu 55

Manage Menu 56

Move Tools 58

Adding a New Module 58

Option One - Drag and Drop Module 58

Option Two - Insert Module 61

Adding an Existing Module 63

Option One - Drag and Drop Module 63

Option Two - Insert Module 66

Adding Module Content 67

Editing Module Content 68

Editing Module Title Inline 69

Deleting Module Content 69

Deleting a Module 70

Drag and Drop Module 70

Exporting and/or Importing Module Content 72

Exporting Module Content 72

Importing Module Content 73

Module Settings 73
 Configuring Basic Module Settings 74

Configuring Advanced Module Settings 75

Viewing Added To Pages Module Settings 79

Configuring Basic Page Settings for Modules 79

Configuring Advanced Page Settings for Modules 81

Configuring Module Cache Settings 82

Setting Module Permissions 83

Adding Site Content 86

Console 86

Displaying Child Pages 87

Displaying Group Pages 90

Displaying Profile Pages 92

HTML 94

Adding and Editing Content 95

Adding and Editing Content Inline 96

Managing Previous Versions 97

Publishing Content 98

Viewing My Work 98

Configuring HTML Settings 99

Configuring HTML Workflow 101

Search Results 102

Performing an Advanced Search 103

 Configuring Search Results Settings 104

Social Collaboration 105

Journal 105

Configuring Journal Settings 106

Member Directory 107

Member Directory Settings 108

Message Center 113

Configuring Message Center Permissions 114

Social Groups 114

Configuring Social Groups 115

Adding a Social Group 115

Editing a Social Group 116

Configuring Social Group Permissions 116

Configuring Social Group Settings 117

User Account Management 118

Account Login 118

Account Registration 119

Add New User 120

Users and Roles 122

ViewProfile 122

Project Modules 123

Announcements 123
 Adding Announcements 124

Managing Announcements 126

Configuring Announcement Settings 127

Events 128

All Users 129

Finding an Event 129

Enrolling for an Event 131

Exporting an Event 132

Requesting Event Reminder 133

Subscribing to New Events 134

Event Editors 135

Adding an Event 135

Copying Existing Events 136

Editing Events 136

Deleting Events 137

Enabling Event Enrollment 138

Managing Enrollments 139

Setting an Event Image 141

Setting an Event Reminder 143

Setting Recurring Events 144

Category Editors 145

Adding Event Categories 145

 Managing Event Categories 146

Location Editors 147

Adding Event Locations 147

Managing Event Locations 149

Moderators 149

Moderating Events and Enrollments 149

Downloading the Enrollee List 150

Event Settings 151

Display Settings 151

Configuring Detail View Settings 151

Configuring Event Month View Settings 152

Configuring Week View Settings 153

Configuring Event List Settings 155

Configuring Custom Fields Settings 156

Configuring Tooltip Settings 157

Configuring Image Settings 159

Enrollment & Moderation Setting 160

Configuring Enrollment Settings 160

Configuring Moderation Settings 162

General Settings 163

Configuring General Settings 163

Configuring Look and Feel Settings 165

 Configuring TimeZone Settings 166

Notification Settings 167

Configuring the Event Email Settings 167

Configuring Event Reminder Settings 168

RSS, iCal & Social Setting 168

Configuring RSS Settings 168

Configuring Calendar Export Settings 169

Configuring Social Integration Settings 170

SEO & Sitemap Settings 171

Configuring SEO Settings 171

Configuring Sitemap Settings 172

Sub-Calendar Settings 172

Configuring SubCalendar Settings 172

Templates 173

Configuring Template Settings 173

Setting Event Permissions 174

FAQs 174

Adding FAQs 175

Managing FAQs 177

Adding FAQ Categories 177

Managing FAQ Categories 178

Managing Category Settings 179

 Managing FAQ Templates 180

Sorting FAQs 181

Feedback 182

Configuration 183

Moderating Feedback 183

Feedback Settings 184

Configuring Feedback Category Settings 184

Configuring Form and Fields Settings 185

Configuring Moderation and Feedback Management Settings 187

Configuring Submission and Security Settings 188

Configuring Cleanup Settings 189

Email Address and Options 190

Setting Feedback Permissions 191

Manage Feedback Lists 192

Adding Categories and Subjects 192

Managing Categories and Subjects 193

Feedback Comment Settings 193

Setting Visible Categories 193

Configuring Comments View Settings 194

Form and List 194

Configuration 196

Configuring a Form 196

 Configuring a List 197

Configuring Form & List Settings 198

Setting Form Permissions 199

Setting List Permissions 200

Configuring with a Template 201

Setting Email Settings 202

Setting a Default Configuration 203

Optional List Settings 204

Setting List Searching and Filtering 204

Setting List Sorting 206

List Stylesheets 207

Creating a Stylesheet 207

Editing a Self-Made Stylesheet 213

Editing the Current XSL Script 214

Using a Self-Made Stylesheet 214

Creating a Form or List 215

Configuring Column Types 218

Configuring a Calculated Column 218

Configuring a Currency Column 220

Configuring a Date Column 222

Configuring a Date and Time Column 224

Configuring a Decimal Column 226

 Configuring a Download Column 228

Configuring an Email Column 230

Configuring an Image Column 232

Configuring an Integer Column 235

Configuring a Link to User's Profile Column 237

Configuring a Look-Up Column 239

Configuring a Rich Text Column 241

Configuring a Separator Column 244

Configuring a Text Column 245

Configuring a Time Column 247

Configuring a True/False Column 250

Configuring a URL Column 252

Managing Columns 255

Adding a List Record 256

Importing and Exporting Records 258

Managing Form Records 259

Managing List Records 259

Saving a Template 260

Showing All Data as XML 261

IFrame 261

Setting an IFrame 263

Fixing Redirects 265

 Links 266

Adding a Link 266

Managing Links 268

Displaying File Links 268

Displaying Friend Links 269

Displaying Manual Links 271

Displaying Page Links 272

Media 274

Displaying Media using OEmbed Link 274

Displaying Embedded Code 276

Displaying an Image 279

Displaying a Sound File 283

Displaying Video and Flash 286

Editing Media Options 289

Configuring Social Integration Settings 289

Admin Pages 291

Common Settings 294

Event Viewer 294

Sending Exceptions by Email 295

File Management 297

File Management Tools 297

Selecting Files and Folders 299

Downloading a File 300

Getting a File URL 300

Refreshing Folders 301

Searching for Files 301

Sorting Files 302

Viewing File Properties 302

Viewing Folder Properties 303

Folder Editors 304

Adding a SubFolder 304

Viewing Folder Types 306

Copying Files 306

Copying Permissions to Subfolders 307

Deleting Files and/or Folders 308

Managing File Properties 309

Modifying Folder Permissions 310

Moving Files and/or Folders 312

Renaming a File 313

Renaming Folders 314

Uploading Files 315

Configuring DAM Settings 318

Administrators 320

Synchronizing Folders 320

Page Management 321

Deleting a Page 322

Editing Page Settings 323

Setting Page Linking 324

Including a Page in the Menu 325

Searching for a Page 326

Viewing any Page 327

Administrators 328

Adding Multiple Pages 328

Moving Page Position in Menu 330

Recycle Bin 331

Restoring Deleted Modules 332

Restoring Deleted Pages 333

Permanently Deleting Modules 334

Permanently Deleting Pages 335

Emptying the Recycle Bin 336

Security Roles 337

Understanding Role Based Access 339

Filtering Roles 341

Adding a Role 341

Adding a Role Group 342

Adding a Role with a Fee 343

 Creating an RSVP Code 344

Adding a User to a Role 345

Editing or Deleting a Role Group 346

Editing or Deleting a Role 346

Editing a User's Role Access 346

Deleting a User from a Role 346

Managing User Account Settings 347

Site Settings 347

Basic Settings 347

Site Details 347

Viewing the Home Directory 349

Setting the Site Appearance 350

Setting the Site Design 351

Submitting the Site Map URL to Google 352

Submitting the Site to Search Engines 353

Advanced Settings 354

Page Management 354

Setting the Splash Page 355

Setting the Home Page 355

Settings the Login Page 356

Setting the Registration Page 356

Setting the User Profile Page 356

 Setting the Search Results Page 356

Setting the Error Pages 356

Payment Settings 357

Security Settings 358

Setting the Primary Administrator 358

Setting Login Visibility 359

Usability Settings 359

Setting the Site Time Zone 359

Configuring Site Editing 360

Hiding System Folders 361

Configuring the Control Panel 362

Advanced URL Settings 363

Stylesheet Editor 364

User Account Settings 365

Registration Settings 365

Enabling User Registration 366

Configuring the Standard Registration Form 367

Configuring a Custom Registration Form 369

Login Settings 370

Profile Settings 371

Configuring Profile Settings 371

Adding a New Profile Property 372

 Managing Profile Fields 375

User Accounts 376

Filtering User Accounts 377

Searching User Accounts 378

Adding a User Account 379

Authorizing/UnAuthorizing a User Account 380

Editing a User Account 381

Deleting a User Account 381

Deleting Unauthorized User Accounts 383

Managing a User Profile 383

Managing a User's Password 383

Managing Role Access 384

Removing Deleted User Accounts 385

Restoring Deleted User Accounts 386

Configuring User Account Settings 387

Advanced Settings 388

Device Preview Management 388

Adding a Preview Profile 389

Managing Preview Profiles 390

Extensions (Admin) 391

Configuring Default Authentication 391

Configuring External Authentication 392

 Setting DNN Active Directory Authentication 393

Viewing Package Settings 394

Setting Permissions to Deploy a Module 395

Google Analytics 396

Signing Up for Google Analytics 397

Configuring Google Analytics 400

Languages 401

Creating a Multi-Language Site 402

Disabling Localized Content 403

Enabling a Language 404

Language Editor 405

Editing Language Files 407

Deleting Language Files 410

Configuring the Language Editor 412

Setting Language Files as Pending Translation 414

Settings 417

Setting the Default Site Language 417

Enabling Browser Language Detection 419

Enabling Language Parameter in URL 420

Lists (Admin) 421

Adding a Parent List 422

Adding a Child List 422

 Adding List Entries 423

Adding Banned Passwords 423

Deleting a List 424

Managing List Entries 424

Managing the Profanity List 425

Search Admin 426

Re-Indexing Searched Content 426

Ignoring Words 427

Managing Synonyms 428

Search Engine SiteMap 428

Configuring the SiteMap Settings 429

Purging Cached Sitemap 431

Setting the SiteMap Providers 431

Submitting Site to Google 432

Submitting Site to Yahoo! or Bing 433

Site Redirection Management 433

Adding a Mobile Site Redirection 434

Adding Advanced Site Redirections 435

Managing Redirections 438

Site Wizard 438

Taxonomy 441

Creating a Vocabulary 442

 Adding Terms 443

Editing or Deleting a Vocabulary 444

Editing and Deleting Terms 444

Viewing User Entered Tags 444

Themes 445

Setting the Default Theme or Container 445

Building Multi-Language Sites 447

Creating a Multi-Language Site 447

Enabling a Language 448

Setting the Default Site Language 449

Adding a Page to a Multi-Language Site 451

Adding a Module to a Multi-Language Site 452

Content Localization 453

Configuring Content Localization 453

Enabling Localized Content 453

Setting Translator Roles 458

Configuring the Translations Page 459

Allowing Users to Choose the Interface Language 461

Creating Localizations 462

Creating Localized Pages 462

Adding a Page to a Multi-Language Site 464

Making a Page Translatable 465

 Using Page Localization Settings 465

Using the Languages Module 465

Adding Missing Translations 467

Making a Module Translatable 469

Notifying Translators 471

Translating 473

Translating a Module 473

Setting Modules as Translated 473

Translating a Page 475

Translating on the Page 475

Translating using the Languages module 477

Setting a Page as Translated 481

Publishing 481

Activating/Deactivating a Language 481

Publishing a Single Page Translation 482

Using the ControlBar 482

Using the Languages Module 482

Publishing All Translated Pages for a Language 484

Removing Localizations 484

Converting a Page to a Neutral Language 484

Removing Translations for a Page 486

Restoring Reference Modules 487

 Deleting a Secondary Language Module 489

Common Tools 491

Working with the Calendar 491

Default Calendar 491

Module Calendar 494

Link Control 495

Setting a File Link 496

Setting a Page Link 497

Setting a URL Link 498

Setting a User Profile Link 499

Tracking and Logging Link Clicks 500

Deleting Existing URLs 502

HTML Editor 503

Rich Text Editor 503

Overview of the Toolbars 504

Inserting an IFrame 505

Inserting Images 506

Editing Images 508

Inserting Links 509

Managing Links 510

Inserting Anchors 511

Managing Anchors 511

 Inserting Tables 512

Managing Tables 513

List of Replacement Tokens 514

Appendix A: RibbonBar 518

The Admin Menu 518

The Modules Menu 519

The Pages Menu 520

The Tools Menu 523

Setting the RibbonBar Mode 524

Quick Add a New Page 524

Adding a New Module 525

Adding an Existing Module 526

Index 528