Luminis Platform
Communities and Collaboration End User
Training Workbook
Release 5.0.2 – July 2011
Updated 8/30/2011
HIGHER EDUCATION
What can we help you achieve?
_________________________________________________________________________________________________________________
SunGard Higher Education
4 Country View Road
Malvern, Pennsylvania 19355
United States of America
(800) 522 - 4827
Customer Support Center website
http://connect.sungardhe.com
Distribution Services e-mail address
[email protected]
Other services
In preparing and providing this publication, SunGard Higher Education is not rendering legal, accounting, or other similar
professional services. SunGard Higher Education makes no claims that an institution's use of this publication or the
software for which it is provided will insure compliance with applicable federal or state laws, rules, or regulations. Each
organization should seek legal, accounting and other similar professional services from competent providers of the
organization's own choosing.
Trademark
Without limitation, SunGard, the SunGard logo, Banner, Campus Pipeline, Luminis, PowerCAMPUS, Matrix, and Plus are
trademarks or registered trademarks of SunGard Data Systems Inc. or its subsidiaries in the U.S. and other countries.
Third-party names and marks referenced herein are trademarks or registered trademarks of their respective owners.
Revision History Log
Publication Date
Summary
9/29/2010
New version that supports Luminis 5 software.
3/29/2011
Updates to organization and minor edits.
8/30/2011
Updated to 5.0.2 release to show enhancements to the user experience design.
Notice of rights
Copyright © SunGard Higher Education 2011. This document is proprietary and confidential information of SunGard
Higher Education Inc. and is not to be copied, reproduced, lent, displayed or distributed, nor used for any purpose other
than that for which it is specifically provided without the express written permission of SunGard Higher Education Inc.
Table of Contents
Introduction ............................................................................................................... 5 Getting Started ........................................................................................................... 6 Luminis Platform 5 Overview .......................................................................................... 7 Logging In .................................................................................................................... 8 Navigating Luminis Platform 5 .......................................................................................10 Reading Announcements ..............................................................................................17 Collaboration and Social Media ................................................................................ 19 Introduction .................................................................................................................19 Accessing the Networking Tools ....................................................................................20 Configure Profile Information ........................................................................................21 Sharing Your Public Page with Other Users ....................................................................23 Requesting Friends .......................................................................................................25 Confirm or Ignore Friend Requests ................................................................................26 Writing on a Friends Wall ..............................................................................................27 Access the Chat Features ..............................................................................................29 Customize your Status ..................................................................................................31 Creating and Accessing Communities ...................................................................... 32 Overview of Creating and Accessing Communities in Luminis Platform 5 ..........................35 Requesting a New Community.......................................................................................36 Approving a New Community ........................................................................................46 Accessing a Course Home Page .....................................................................................48 Acting as a Community Leader to Build a Community Home Page ...................................51 Joining Communities ................................................................................................ 58 Joining a Community ....................................................................................................59 Accessing a Community as a Member ............................................................................62 Adding Content ......................................................................................................... 64 Overview of Adding Content ..........................................................................................65 Adding Content on the Luminis Discussion Boards Portlet ...............................................66 Adding Content on the Luminis Blog Portlet ...................................................................69 Adding Content on the Luminis File Portlet .....................................................................76 Adding Content on the Luminis Photo Portlet .................................................................81 Adding Content on the Luminis Video Portlet ..................................................................84 Adding Content on the Luminis Wiki Portlet....................................................................87 Approving Content ................................................................................................... 99 Acting as a Community Leader to Manage and Approve Content ................................... 100 Managing the Community Welcome Messages.............................................................. 101 Approving Members in a Restricted Community ............................................................ 105 Managing Content on the Luminis Discussion Board Portlet ........................................... 110 Approving Comments on the Luminis Blog Portlet ......................................................... 114 Approving Content on the Luminis File Portlet .............................................................. 116 Approving Content on the Luminis Photo Portlet ........................................................... 119 Approving Content on the Luminis Video Portlet ........................................................... 123 Approving Content on the Luminis Wiki Portlet ............................................................. 127 Appendix................................................................................................................. 135 Portlet Job Aid ............................................................................................................136 Introduction
Course goal
Luminis Platform 5 is SunGard Higher Education’s portal and web services delivery
platform. The goal of this workbook is to provide you with the knowledge and practice
to customize Luminis Platform content. The exercises contained in this manual give you
practical, hands-on experience using content administration features in the Luminis
Platform 5 system.
Intended audience
Any member of the college or university community such as students, faculty, advisors,
staff members, and administrators who want to collaborate online through communities.
Prerequisites
To complete this course, you should have a valid Luminis Platform 5 user ID and
password provided by your Luminis Administrator.
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Getting Started
Introduction
This section will give a brief introduction to logging into the system and navigating
around the various areas.
Objectives
In this section you will learn how to
•
log into the Luminis system
•
navigate the Luminis system
•
read announcements.
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Luminis Platform 5 Overview
A web page pushes information out to users. Luminis Platform 5 enables collaboration
among individuals informally using social networking portlets and among groups using
communities. Luminis communities provide portal users at your institution the
necessary tools to create, manage and participate in dynamic online communities.
Any member of the college or university such as students, faculty, advisors, staff
members, and administrators who want to collaborate online through communities can
request the creation of a new community. Communities must be approved by a Luminis
Administrator. Once approved, the community leader can create their own community
home page that meets the needs of the group.
The community leader is by default the person who requested that the community be
created. The community leader can be a student, faculty member, advisor, staff
member, or administrator. The community leader can delegate permissions to other
members of the community such as creating a co-leader.
By default the new community is blank. Each community leader can easily select the
collaboration tools that enable the community to collaborate effectively.
Does the community want to communicate on a discussion board? Review and respond
to blog articles? Upload photos and videos? Display a membership list? Share files?
Build a wiki?
The community leader selects the portlets to add to the community. All members can
contribute comments or content to the community. However, only the community
leader can manage and approve content. Community leaders also have to tools to
remove old or offensive content and block or ban users who are submitting
inappropriate comments or content.
While the primary goal of Luminis Platform 5 is open sharing and collaboration within
communities, communities also allows community leaders to restrict access to the
communities themselves. Communities can have restricted access meaning that
members must either be approved before joining a community or added
administratively. For example, an Honors Society which has specific membership criteria
would be created as a restricted community.
In this training workbook, you will learn step-by-step how to build and manage a
community. You will meet other members of the online community as they join and
interact with the community. Through various roles you will learn how to post
comments to a discussion board, build and review a blog, post comments to a blog,
upload files, upload photos and videos, create albums for photos and videos, and build a
wiki. As a community leader, you will also learn to approve and manage content in the
online community.
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Logging In
Purpose
Luminis Platform 5 is comprised of two portal nodes, including an Admin and User portal
listing on two separate ports. If you have an Administrator account with a corresponding
role you will automatically be logged into the Admin portal. If you do not have an
Administrator role you will automatically be logged into the User portal. This has been
done in an attempt to make the administrative portal node available in the event that
the User portal node goes down, which will allow the Administrator to connect and work
to resolve the problem.
The standard ports are as follows:
Admin Portal Port 8443
User Portal Port 8445
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Steps
To sign into Luminis Platform 5, follow the steps listed below:
1.
Enter your user name in the User Name field.
2. Enter your password in the Password field.
3. Select the checkbox if you want to be warned about being automatically logged into
other sites that are connected to this site through a link.
4. Click the LOGIN button.
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Navigating Luminis Platform 5
Navigating the User Interface
You will want to first familiarize yourself with the user interface. Your institution has the
ability to change the theme, colors, logo, and navigation construct for your deployment.
This workbook was written and provides screenshots based on the default Luminis
Platform 5 user interface; which is the one installed with the system and aligns with the
corporate theme for SunGard Higher Education and includes the elements outlined
below.
There are five different levels of how content is contained within the Luminis system.
These are:
•
Portal – global container
•
Community – abstract (invisible) grouping mechanism
•
Tabs – global taxonomy
•
Pages – targeting container
•
Portlets – content container
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The Luminis Platform 5 user interface is comprised of tabs, pages and portlets. Depending
on how your system is set up, users may be allowed to add additional pages and/or
reconfigure existing portlets.
Note: When a high volume of pages are created under any given parent tab, an easy-touse scrolling function will appear next to the page list.
The screen above is an example of a three tab layout:
Home Community - All non-Administrative users belong to a root Home Community
and will see the Home Community tab, or whatever name your institution changes it to,
upon login. The pages and their associated content are targeted to the user based on
their dynamic group affiliation.
The Home Community can be thought of as the place to deliver institution controlled
pages and content to key audiences such as students, faculty, and staff. Under the
Home Community, dynamic pages can be targeted to groups of users . Changes to
these pages will automatically reflect across the entire user group.
Note: System administrators belong to a comparable root Administrator Community and
will see the Luminis Administrators Community tab, or whatever name your institution
changes it to, upon login.
My Private Pages – Represents a personal end user area in which only the user can
add, modify, and view the content. Examples of my private pages could include
401K/benefits information if you are an employee.
My Public Pages – Represents a personal end user area in which only the user can
add and modify content, however, other system users can view the content. Examples
could include pages related to Student Government, or other organizations within the
institution. A user can add/remove portlets and change their pages under this tab as
well as send the URL to others, who can view their page(s) AS LONG AS they are also a
member of the same community and have a login to Luminis Platform 5. The friend
would be able to see the customized pages but would NOT see the originator's personal
information (like if the originator added banner portlets to a shared page).
Luminis Platform 5 navigation is performed mainly through the pages that are under the
tabs. Pages with content can be added and targeted to users. Pages can be locked down
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or made modifiable by users. Users can also add their own pages and populate with
content as they see fit. As you select and navigate between tabs, you can view their
pages.
Note: Navigating to different tabs does not change the visible page content. Page
content under a given tab only appears when a particular page beneath the tab is
selected. This provides a two-tiered navigation structure allowing users to quickly scroll
through their layout until their page decision is explicitly made.
The Private and Public areas are owned by the end-user; here they can build-out,
customize, and managed their pages. The system also supports content delivery to
Private pages.
Menu Items: Options, Preferences and Tools
Located in the top right hand corner of the portal is a navigation menu. This menu can
be used to access your Home Community, your Preferences, your Tools, and provides a
link to Sign Out of the system.
By default, users will see a navigation menu that looks like the screen shot below. The
links with arrows next to them (Preferences and Tools) indicate that there are additional
options available. You can rollover the link to view the additional options.
Home: The Home button provides quick link access to the Welcome page, or the first
page, under the Home Community Tab.
Preferences: The Preferences menu provides access to the user’s My Account and to
the Control Panel area.
My Account: lets you edit your user information.
Note: Changes made to personal information in the My Account area are specific to the
portal. Thus, any changes such as an address change made by the user will not be
synchronized with Banner or another integrated ERP. This should be viewed as the
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user’s personal area only.
Control Panel: lets you access administrative functions –see the Navigating the Control
Panel section for more details.
Tools: The Tools menu is a customizable area. Although you can always access the mail
and calendaring applications via portlets, the Tools menu provides an alternative entry
point to commonly used applications such as email and calendar. You can add items to
and extend the Tools menu with links to your learning management system or library.
Sign Out: allows you to sign out of the portal.
Navigating the Control Panel
The Control Panel is used to manage your account as well as your pages. To access the
control panel, rollover the Preferences link in the toolbar, then select Control Panel.
The Control Panel is very easy to navigate. On the left side is a list of headings with
functions underneath them. The headings are in alphabetical order, but the functions
are in a logical order.
User Name: The first section is always the logged in user's personal space. Here, you
can change your account information and manage your own personal pages.
Content: The Content section contains administrative functions for adding web
content.
Portal: The Portal section allows portal administrators to set up and maintain the
portal. This is where you can add and edit users, organizations, communities, roles, and
configure portal settings.
Server: The Server section contains administrative functions for configuring portal
instances, plugins, and more.
Note: The Server section is only available to Administrators; end-users will not be able
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to access this area.
All of the functions that you will need to maintain the portal or its content can be found
in the control panel.
This screen shot shows you what a student sees when they access their control panel:
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The My Account screen allows users to update their personal information. Selecting My
Account will take them to the following screen:
The My Pages screen allows users to edit and add their pages. All portal content is
available in the form of portlets. If end users wish to add portlets, they may add them to
existing pages or to pages that they create. User-defined pages can be edited in this
section.
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Clicking on Communities will allow you to view the Communities page which lists the
communities that you belong to. If you log in as an administrator you will also be able to
create or join additional communities via the Manage button.
The Options Menu
The Options menu, which is always context sensitive specific to the selected tab and
page, provides access to page specific functions such as adding new applications to the
selected page, changing the layout of the selected page, creating new pages, and
changing page titles.
Add Application: allows you to add portlets to your page. Users with certain rights will
be able to add portlets to their pages. Recall that all portal content is presented in the
form of portlets.
Layout Template: allows for the quick change of layout orientation of the portlets.
Manage Pages: allows you to manage and create pages within your account.
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Reading Announcements
Introduction
Within the Luminis Announcements portlet, user’s can filter messages based on
categories. Currently, “Campus” and “Personal” are the supported categories. Selecting
“All” will render a view of all messages from all categories. Clicking on “Campus” or
“Personal” will filter the list to display messages only from those respective categories.
Up to ten messages at a time can be displayed with paging controls available for the
user to peruse larger sets of messages.
Luminis Announcements portlet
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Steps
Follow the steps below to learn how to read announcements.
1. From the Luminis Announcements portlet, click on the subject link of the message
you want to read to display the details.
2. Click the Done button to close the message and return to the list of messages.
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Collaboration and Social Media
Introduction
Students can quickly find and engage a trusted advisor or faculty member to answer a
question or for ad hoc consultation.
Faculty members can post commonly asked questions or best practices on faculty run
blogs or wiki pages.
Administrators and staff can build out dynamic communities and use communication
tools to share policies and best practices.
All system users can keep tabs on the most recent activity occurring within blogs,
discussion threads, wiki posting and other tools.
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Accessing the Networking Tools
Introduction
Within the system, there are a few social portlets which add features such as status
updates, a “wall” for each user in his or her profile that other users can “write” on, and
the ability to become “friends” with other users.
Steps
Follow these steps to add the necessary networking tools.
1. Navigate to the My Public Pages tab.
2. Select the Welcome page.
3. Rollover the Options menu.
4. Select Add Applications.
5. Click to open the Social folder.
6. Click the Add link for the Summary, Wall, Friends, and Requests portlets.
7. Close the Add Application menu by clicking the red X at the top right of the menu.
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Configure Profile Information
Introduction
Your online profile can contain information about your job, text about yourself, a profile
photo, and various activity details pertaining to social networking.
Steps
Follow these steps to populate personal information on the Summary portlet.
1. Click the Edit link at the bottom of the Summary portlet.
2. Enter a job title in the Job Title field.
3. In the About Me field you can compose a small paragraph about yourself.
4. Click the Save button.
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Note: You will need to use the My Account link to upload a photo.
5. Click the My Account link in the warning for the portlet.
6. Click the Change link under the photo frame holder.
7. Click the Browse button.
8. Select an image and click the Open button.
9. Click the Save button.
10. Click the Save button.
11. Click the Back to My Community link.
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Sharing Your Public Page with Other Users
Introduction
Once you have created your online presence in the social networking area, you will want
to share your public page with other users so that you can become Friends.
Steps
Follow these steps to share your public page with other users.
1. Note the URL of your profile page.
https://university-domain.edu/web/1310673953529/profile
2. Share with other users.
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Requesting Friends
Introduction
You can navigate to another user’s profile page and request friend status by clicking the
ADD AS FRIEND link.
Steps
Follow these steps to request a friend.
1. Input the URL for a user’s profile page into the browser’s address bar.
Note: If you’re not already logged into Luminis Platform 5, this will redirect you to
the Luminis login page.
2. Log in to Luminis Platform 5, if prompted. Once you are logged in, your browser will
be redirected to the user’s profile page.
3. From the Summary portlet on the user’s profile page, click the ADD AS FRIEND
link.
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Confirm or Ignore Friend Requests
Introduction
Once another user requests friend status, you can either confirm the request or ignore
the request.
Steps
Follow these steps to confirm or ignore a friend request.
1. Navigate to the My Public Pages tab.
2. Select the page where you have placed the Requests portlet.
3. Next to a friend request, click the Confirm link to add the user as a friend or click
the Ignore link to reject the friend request.
4. Once you have confirmed a user’s friend request, the user will appear in the Friends
portlet.
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Writing on a Friends Wall
Introduction
From the Friends portlet you can click on the friend’s name to navigate to their profile
page where you can view and write on their “Wall”.
Steps
Follow these steps to write on a friend’s wall.
1. Input the URL for a user’s profile page into the browser’s address bar.
Note: If you’re not already logged into Luminis Platform 5, this will redirect you to
the Luminis login page.
2. Log in to Luminis Platform 5, if prompted. Once you are logged in, your browser will
be redirected to the user’s profile page.
3. From the Wall portlet on the user’s profile page, enter your wall posting.
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Access the Chat Features
Introduction
Users can instant message other users using familiar chat features. An Online Friends
list automatically displays the names of all other logged-in portal users. Some of the
available chat features include; profile pictures, customized status messages, and the
ability to appear offline.
Note: The chat feature must be enabled by the system administrator.
Steps
Follow these steps to access the chat features.
1. Navigate to the status bar at the bottom of the screen and click Online Friends.
2. Click a user to open a chat session.
3. Type text into the window and press Enter to send an instant message.
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Note: The chat boxes stay at the bottom of your screen and follow you as you navigate
through the portal.
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Customize your Status
Introduction
You can customize your status to display a message to other users, or appear offline.
There is a toggle setting to give an audible alert when you receive a new message.
Steps
Follow these steps to customize your status.
1. Navigate to the status bar at the bottom of the screen and click Settings.
2. Enter a status message that will be displayed.
3. To appear online or offline, select or deselect the Show me as online checkbox.
4. To hear an audible notification of a new message select the Play a sound when I
receive a new message in a hidden window checkbox.
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Creating and Accessing
Communities
Introduction
Luminis communities provide portal users at your institution the necessary tools to
create, manage and participate in dynamic online communities. Luminis Communities
provide dedicated portal areas for both academic and non-academic collaboration for
courses, clubs, affiliations and other interests. In addition to creating and managing your
own communities, course events from back-end ERP systems create online communities
programmatically for all courses offered at your institution. Since managing and
participating in academic and non-academic communities involves many of the same
tasks and tools, much of the functionality described below can be applied to and used
for both.
Communities are ideal workspaces for teams to collaborate on common projects. They
provide an isolated area where a group of people can place all of their data pertaining to
a particular topic, and many organizations have used them for this purpose. It is a far
better way to share data than using email and/or a shared folder on a network.
Academic Communities
Academic communities are configurable collaboration rooms (virtual class room or
community) that provide online supplements to course instruction. Online portal
communities are automatically built for each course offered at the institution based on
backend ERP course events. Membership and authorization privileges are also created
by the backend ERP events. Programmatic creation of academic communities provides a
course community environment for all students and faculty and eases the administrative
burden associated with creating online communities for each course.
Non-Academic Communities
Non-academic communities are for all the community collaboration that may not be
directly related to courses. For example, Faculty Senate, Student Government, Executive
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Communities, Creative Writing, Chemistry, Latin and even Ski or Chess clubs.
Non-academic communities are not programmatically created, however, can be
configured in the same manner as academic communities and inherit all community and
collaboration functions available in academic communities.
Types of users for the Community application
Communities are made up of individuals having different roles and responsibilities.
•
Community Administrators: Responsible for approving communities and
assigning community privileges, creating the policies that support the community
software, and creating and managing the categories that organize communities
within the application.
•
Community Leaders: Responsible for creating, approving and maintaining the
content of the community homepages and guest views, and for managing
member profiles to delegate responsibilities or inactivate and delete members.
•
Community Members: Join communities in which they are interested,
participate in message boards and chat rooms, and submit content that they
want to see posted on the Community homepage.
•
Guests: System users who have not joined a community but wish to access a
guest view for information prior to joining a community.
Community Composite Portlet
The Community Composite portlet displays the communities that you belong to and
allows you to add new community tools, and search for and select new communities you
wish to join.
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Objectives
At the end of this section, you will be able to
•
request a new community
•
approve a new community as an administrator
•
access a course home page
•
act as a community leader to build a community home page.
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Overview of Creating and Accessing
Communities in Luminis Platform 5
Introduction
All communities have a leader(s). Typically, a community leader is the individual who
initially requests the creation of a community or is a course instructor assigned to a
specific course section. Community leaders use the Community area to complete the
following tasks:
•
Create and manage the community homepage, including setting up the layout of
the homepage with available collaboration applications such as discussion
boards, blogs, file sharing, photos, videos, and wikis as well as other relevant
content via the content creation applications such as the Web Content portlets.
•
Create and manage the Welcome and Guest view messages that would be
appropriate to be viewed by members or potential members.
•
Set up and manage the community applications with relevant and compelling
content.
•
Activate and deactivate community members as necessary, including approving
or denying membership requests for restricted, hidden or admin blocked
communities.
•
Decide which content in which collaboration applications require Community
leader approval before being made available to Community members
The entry point to Communities can be a page within a tab or a unique URL reference
for community members. The Community can be built from scratch by the Community
leader by simply adding portlets on the newly created community page. Thereby
creating a pre-defined community homepage accessible by all community members.
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Requesting a New Community
Introduction
Any user of the portal can request a new community. The Create Luminis Community
portlet acts as a wizard that walks you through each step of creating a new community.
To navigate through all the fields, click the Next button. An asterisk* indicates that a
field is required. Note: Admin users will see a few different field entries than end-users.
Create Luminis Community portlet
Types of communities
Before you create a community, you must determine what type of community you want
to create and accept your institution’s policies that must be followed for creating and
administering your community homepages. There are four types of communities that
you can request: Public, Restricted, Hidden and Admin Blocked.
Public Communities have no membership criteria and are available for immediate
access to community homepage content.
Restricted communities are subject to certain membership criteria and require
approval from the respective Community’s leadership to join the community.
Hidden Communities are not accessible via the Community Composite portlet and can
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only be accessed by the Luminis Administrator adding a user as a member of the
community. The intention is for this feature to be managed by the Community Leader
in future releases.
Admin Blocked Communities work the same as Hidden Communities, and
additionally Community administrators cannot access Admin Blocked communities or the
content posted in such communities. Note: This feature is currently not available in LP
5.
Fields and options
The following table provides a brief description of each of the options/fields available in
the Create Luminis Community portlet:
Field/Option
Description
Community Name
Is a designated name for a community that allows a
maximum of twenty five characters. It must be a
unique name and duplication in the names are not
allowed.
Community Title
Is used as a preferred name while listing the
communities. It allows a maximum of sixty characters
and should not be all numbers.
This is an unique email id, which is used during google
integration. It must not contain any characters and is limited
to 16 characters. If Google integration is not being used, Community
EmailID
then the email id will be ignored, but still must be set. The email id could be used at a later time with other future updates to community functionality. Category
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Is a list of available community categories.
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Field/Option
Description
Community Type
Is used to list community into either public, restricted,
or hidden.
Public is used to list the communities that will be
available to all the community members.
Restricted is used to list the communities to all the
community members but is subjected to approval from
the community leader.
Hidden is used to hide communities for a general
community member and will require an approval from
a community leader to add a member to the
community.
Admin Blocked
Is the same as Hidden Communities, and additionally
Community administrators cannot access Admin
Blocked communities or the content posted in such
communities.
Community
Status
You can either select Active or Inactive from the
dropdown box. If you select Active, the community
created will be listed for normal service. If you select
Inactive, the community created will not be listed for
normal service.
Sort Membership
lists by Last
Name
Is used to sort member names by last name rather
than first which is the default, when a community is
listed.
Welcome
Message Name
Is the title of a welcome message displayed to a
community member.
Welcome
Message Content
Is the content of the welcome message displayed to a
community member.
Guest Message
Name
Is the title of a welcome message displayed to a guest
who is not a community member.
Guest Message
Content
Is the content of the welcome message displayed to a
guest who is not a community member
Request
Comments
Is used to provide comments by the user who creates
a community.
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Field/Option
Description
Community Policy
Is the institution’s policy governing the creation of a
community. It is a mandatory check box that must be
selected in order to request the creation of a
community.
Steps
Follow these steps to request a new community.
1. Log into the portal as a non-administrator.
2. Access the Home Community tab.
3. Click the Communities page.
4. Enter the name of the community as it will appear in the community index in the
Community Name field.
5. Enter a short description of the community in the Community Title field.
Note: This description will appear next to the community name in any community
index list. It can be the same as the Community Name field.
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6. Enter the Community Email Id in the Community Email Id field.
7. Use the drop-down arrow to select a category in the Category field.
8. Click the Next button.
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9. Use the radio buttons to select the community type such as Public, Restricted, or
Hidden.
Note: Portal users can search for, view guest message, and request membership to
all Public communities. Restricted communities require select membership and
community leaders must approve membership such as with an honors society that
requires a specific GPA. Hidden communities are not visible in the list of
communities. The Luminis Administrators can view and add members to the
community.
10. In the Create Luminis Community portlet, make sure Active is selected in the
Community Status field.
11. Click the Sort Membership Lists By Last Name checkbox if you want to display
names alphabetically.
12. Click the Next button.
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13. Enter a title for prospective members of the community in the Guest Message
Name field.
14. Enter a description for prospective members of the community in the Guest
Message Content field.
Note: For prospective members of the community, you may want to include a
description of the community, membership criteria (if applicable) and instructions for
joining the community.
15. Click the Next button.
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16. Enter a title for current members of the community in the Member Message
Name field.
17. Enter a description for current members of the community in the Member
Message Content field.
Note: For current members of the community, you may want to include instructions
for clicking the Communities icon to access the community home page.
18. Click the Next button.
19. Enter a description for the Luminis Administrator who will approve the community in
the Request Comment field.
Note: You may want to include information on why the community you are
requesting should be approved.
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20. Use the scroll bar to review the Communities Policy and the Community Membership
Policy for your institution.
21. Click the I have read and understood the school’s policy on community membership
checkbox.
22. Click the Next button.
23. Review the Summary information.
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24. Click the Request button.
25. Note: If you are a Luminis Administrator, the community will be available
immediately and should see the new community in your Community Composite
portlet. You can also use the Welcome and Member List portlets to see and begin
modifying the content for the active, newly created community.
26. If you are a non-administrative user, your request will go to the Community
Administrator for approval.
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Approving a New Community
Introduction
Once a new community is requested, it is reviewed by a Luminis Administrator and
either approved or rejected. The Luminis Administrators Community is used to setup
pages that users accessing the administrators node will see.
Luminis Community Request Approval portlet
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Steps
Follow these steps to approve a new community.
1. Log into the portal as an administrator.
2. Access the Luminis Administrators Community tab.
3. In the Luminis Community Request Approval portlet, click the title of the Community
Name you wish to review in the Luminis Community Request Approval Portlet.
4. Review the request information.
5. Click the Approve button to approve the request.
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Accessing a Course Home Page
Introduction
Faculty members who are assigned to teach a course do not have to request an
academic community as the system creates it automatically. A blank course home page
is automatically created when they are assigned to teach a specific course section for a
specific semester. Faculty members can access the course home page using the My
Courses portlet. Faculty members are community leaders by default for the courses
they are teaching. You can use the same steps to build a course or community home
page by adding the applications you want to display.
Note: You will learn how to build the home page in the next lesson, Acting as a
Community Leader to Build a Community Home Page.
My Courses portlet
You can select another term if desired or accept the default term. Next to each course is
a Home Page icon that opens the course home page.
An E-mail icon displays when students are enrolled in a course. When the user clicks
on the icon, the user’s defined mail client for their workstation loads with the
appropriate mail address in the To field. If a faculty members clicks the icon, the To
field contains all the e-mail addresses of enrolled students. If a student clicks the icon,
the To field contains the instructor’s e-mail address.
) displays when multiple LMS options have been enabled by the
A Tool icon (
Luminis Administrator. Click the Tool icon to select Blackboard, Moodle, or Luminis
Community (when enabled) as the LMS to use for the course.
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Steps
Follow these steps to access a Course Home page.
1. In the My Courses portlet, click the Home Page (
want to access.
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Steps
Follow these steps to select an LMS to use for the course.
1. In the My Courses portlet, click the Tool (
configure.
) icon next to the course you want to
2. Select the radio button next to the LMS you want to use for this course.
3. Click the Save button.
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Acting as a Community Leader to Build a
Community Home Page
Introduction
If you create an approved community or if you are a faculty member teaching a course
section, you are the community leader by default. The first responsibility of the
community leader is to build a community home page by selecting the collaboration
tools and applications that will be available to members.
Latin Club community home page example
Collaboration tools and applications
Luminis has tools that help in the interaction between users. It also helps to maintain a
user’s personal preference. For example, consider a File portlet where you can upload a
file and not share it with other users, but if the person is a member of a community then
the same portlet can be configured to work in community mode and the file that you
upload for that community can be viewed and shared with all the community members.
The following tables outline some of the key areas and collaboration tools found in the
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communities area. The Community Leader decides which collaboration tools are included
on the community homepage.
Collaboration Tool
Description
Blog
Blog is a baseline application that leverages system
security, personalization, and usability. It is used as an
individual or community-based tool. It provides the
best features of modern blogging tools coupled with
the benefits of the higher education-centric nature of
Luminis Platform.
Discussion Boards
It is a baseline application that leverages system
security, personalization, and usability, which facilitates
the conversation and captures important information
related to communities or courses. It offers views of
the discussion thread activity and recent posts. It can
be used as an individual or community-based tool.
File Sharing
File Sharing is a baseline application that leverages
system security, personalization, and usability. It can
be used as an individual or community-based tool.
Photo
Photo is a baseline application that leverages system
security, personalization, and usability. It can be used
as an individual or community-based tool. You can
upload, manage, and share photos within course
communities, general communities, or use it as a
personal tool. You can configure a photo application to
integrate with the Google Picasa.
Video sharing
Video sharing is a baseline application that leverages
system security, personalization, and usability. It can
be used as an individual or community-based tool. You
can configure Video application to integrate with
Google YouTube. You can upload, manage, and share
videos within course communities, general
communities, or use it as a personal tool.
Wiki
Wiki is a baseline application that leverages system
security, personalization, and usability. It can be used
as an individual or community-based tool. You can
create an academic or non-academic related document
for a community with Luminis Platform's Wiki
application.
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Steps
Follow these steps to act as a community leader to build a new community home page.
1. Log into the portal as a community leader.
Note: If you previously requested a community that is now approved, you are
automatically the community leader for that community.
2. Access the Home Communities tab.
3. Click the Communities page.
4. Click the title of the community you want to preview in the My Communities section
of the Community Composite portlet.
Note: If you added any tools to the Community page, such as a Member List or
Discussion Boards portlet, information specific to the selected community displays in
the portlets on this page.
5. Click the Add
button next to any tool that you want to add to the
Community page as a preview for the actual community in the Add Tools For…
section. This does not add the tool to the community’s home page.
Note: You can click the up or down arrow on the section bars to open or close each
section independently.
6. Click the Community
icon next to the community you want to open to display
the actual Community home page.
Note: The first time a community leader opens the community home page, it will be
blank. The community leader will need to add content to the home page manually.
Notice that the default first page for the Latin Club is also called “Latin Club.”
7. Click the Option menu on the community home page.
8. Click Layout Template.
9. Click the radio button that corresponds to the layout you want to use on the
community home page.
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Note: You can select freeform, one column, two column, or combinations of column
layouts.
10. Click the Save button.
11. Click the Option menu on the community home page again.
12. Click Add Application.
13. Click the Collaboration and Content link to open it.
Note: You can also use the Search feature to find a portlet by typing in any part of
the name. You do not need to use wildcard characters to search on partial portlet
names.
14. Click the Add link next to each type of portlet you want to add to the community
page.
Examples: You may want to add a Luminis discussion board to discuss topics of
interest to the community, a Luminis calendar that displays meeting times and dates,
a Luminis Photo tool that displays photographs members would like to share with
the community.
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15. Click the Collaboration and Content link again to close it.
16. Click the Social link to open it.
17. Click the Add link next to each type of portlet you want to add to the community
page.
Example: You may want to add a Members portlet that displays a list of community
members.
18. Click the Social link again to close it.
19. Continue to add content as desired from any of the Add Application categories.
20. Click the red Close [X] icon to close the Add Application portlet.
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21. Click on the portlet title bars to drag the selected portlets to the desired locations
and columns on the community home page.
Note: Once you have selected the portlets and put them on the page in the desired
location, the Community home page is complete. The layout and portlets are now
saved to your Community home page. When available, you may have the option to
use the portlet-specific toolbar to manage content or adjust settings. These options
will be specific to the portlets you have selected and will not be available in all
portlets. For more information on specific portlets, please see the Luminis Platform 5
Administration Guide.
22. Point to Settings on the portlet-specific toolbars when available.
Note: This example uses the Luminis Photo portlet.
23. Select Preferences if available.
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24. Select or deselect the Auto updated community change checkbox based on your
preferences when this option is available.
Note: If this checkbox is selected, when a user selects a community from the
Community Composite or My Communities portlet, the associated collaboration
portlet will update (via IPC: Inter Portlet Communication) to display the content for
that selected community.
Note that the "Settings" or "Preferences" menu isn't always available for setting this
checkbox--it depends on which page the portlet is added to and your role in the
system (e.g. non-administrators cannot change this setting for the portlets when
they are added to the Home Community pages).
25. Use the drop down arrow to enable or disable the Automatically approve
submitted requests feature.
Note: Disabling this option requires the Community Leader to approve or reject
documents or files before they are posted.
26. Click the Save button.
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Joining Communities
Objectives
At the end of this section, you will be able to
•
join a community
•
access a community as a member.
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Joining a Community
Introduction
When you first access the Communities page, the Community Welcome portlet will
display instructions for joining a community. You can view and search a list of all public
and restricted community on the Community Composite portlet.
Note: You will not be able to see a hidden community in the list of communities. Only
administrator can add members to hidden communities.
After you select a community from the in the Community Composite portlet, you can see
a description of the community in the Community Welcome portlet. To join a
community, click the Join button. If the community is restricted, you may need to enter
a reason you feel you meet the eligibility requirements. For example, to join the National
Honor Society, you may need to have a certain grade point average.
Acceptance to a public community is immediate. Acceptance to restricted communities
depends on review by the respective community’s leader, and may take time for
validation.
Community Welcome portlet – default initial view
Community Composite portlet
The Community Composite portlet displays the communities that you belong too, allow
you to add new community tools, and allows you to search for and select new
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communities you wish to join.
Community Welcome portlet – guest view
Once you select a community from the Community Composite portlet, the guest
description displays. You can click the Join button if you want to join the community.
Steps
Follow these steps to join a community.
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1. Log into the portal as a non-administrator.
2. Access the Home Community tab.
3. Click the Communities page.
4. Search for and select a community you want to join in the Join Communities section
of the Community Composite portlet.
Note: You can use the Search field to type a community name or open the folders
to find a community by category. For example, if you were interested in joining the
Latin Club, you might find it within a category such as "Cultural."
5. Click the name of the community you want to join.
Note: When you select a community, a welcome message for the selected
community displays in the Community Welcome portlet.
6. Click the Join button in the Community Welcome portlet.
Note: You see the Membership Request window. If the community is a public
community, you will see its Membership Policy. If the community is restricted, you
will also see additional membership criteria, and a section that you use to explain
why you want to join the community.
7. For membership in a public community, read the membership policy, click the
checkbox indicating you have read and understood the policy, and then click the
Submit button.
8. For membership in a restricted community, make sure you meet the additional
membership criteria, read the membership policy, type in the reasons you want to
join the community, click the checkbox indicating you have read and understood the
policies, and click the Submit button.
Note: You will see an indication that your membership request has been submitted.
Once accepted, the community will appear under your My Communities section of
the Community Composite portlet and you will be able to access its member page.
9. Click the OK button.
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Accessing a Community as a Member
Introduction
When you first access the Communities tab, the Community Welcome portlet will
display instructions for joining a community. Once you become a member of the
community, you can use the Community Composite portlet to list the communities of
which you are a member and to navigate to the home page of a selected community.
Once the community home page displays, you can interact with the community based
on the portlets added by the community leader and the permissions delegated to you by
the community leader.
Community Composite portlet – community list
Notice that in this example, the user belongs to one community and has the ability to
search for and select additional communities to join.
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Steps
Follow these steps to access a community as a member.
1. Log into the portal as a community member.
2. Access the Home Community tab.
3. Click the Communities page.
4. Click the title of the community you want to preview in the My Communities section
of the Community Composite portlet.
Note: If you added any tools to the Community page, such as a Member List or
Discussion Boards portlet, information specific to the selected community displays in
the portlets on this page.
5. Click the Add
button next to any tool that you want to add to the
community page as a preview for the actual community in the Add Tools For…
section.
Note: You can click the up or down arrow on the section bars to open or close each
section independently.
icon next to the community you want to open to display
6. Click the Community
the actual Community home page.
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Adding Content
Introduction
Community members can add or submit content to communities if they are a member.
Objectives
At the end of this section, you will be able to
•
add content on the Luminis Discussion Boards portlet
•
add content on the Luminis Wiki portlet
•
add content on the Luminis Blog portlet
•
add content on the Luminis File portlet
•
add content on the Luminis Photo portlet
•
add content on the Luminis Video portlet.
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Overview of Adding Content
Introduction
Once the community home page displays, you can interact with the community based
on the portlets added by the community leader and the options presented to you by the
community leader. Both community members and the community leader can add
content to the community home page using the portlets.
The content of each portlet will vary based on the needs of the community as
determined by the community leader. In some cases you will be able to post items
directly and in others you may only be able to request that a comment, file, or photo is
added. You will learn how to add content to each of the portlet types in this section.
Note: Community Leaders can ban or block users on the Wiki and Discussion Board
portlets who submit content they determine is inappropriate.
Latin Club community home page example
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Adding Content on the Luminis Discussion
Boards Portlet
Introduction
A discussion board is an asynchronous communication tool that allows one individual to
post a comment or question online. Other individuals who are members of the same
discussion board may read that comment/question, and respond with their own remarks
over time.
If one individual posts a question, and three others post answers to that question, these
four "posts" comprise what is known as a "thread" of conversation. The phrase,
"threaded discussion board" is common, referring to threads of conversation, each
focused on a particular topic (e.g., "Rome on $40 a Day").
Both community members and community leaders can post new topics and threads
(responses to topics) on the discussion board. Community members can also report
abuse if another community member has posted an inappropriate or offensive comment.
The Luminis Discussion Boards portlet contains navigation techniques that are similar to
other portlets. You can click directly on a link to view existing content within the
Luminis Discussions Boards portlet, you can click the button at the bottom of the portlet
to add new content (in this example a new topic), or you can use the gray menu bar
within the portlet to access additional functions.
Note: Not all communities will have a Luminis Discussion Boards portlet. The content of
each community homepage is determined by the community leader. Only the leader will
see the Settings option on the portlet toolbar. All members will see the Topics option.
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Sample Luminis Discussion Boards portlet
Steps
Follow these steps to add content to the Luminis Discussion Boards for a selected
community.
1. From the Community home page, access the Luminis Discussion Boards portlet.
Note: Not all communities will have a Luminis Discussions Boards portlet. The
content of each community homepage is determined by the community leader.
2. Click on title link for the topic you want view.
3. Point to the Topics menu.
4. Select View Topics to return to the main topics list.
Note: You can also select Post New Topic to add a topic, My Subscription to
view just the topics to which you subscribed, or My Posts to view just the items you
posted.
5. Click the Post New Topic button to add a new topic.
Note: If the content will be reviewed by the community leader before posting, the
button will say “Request New Topic” instead of “Post New Topic.”
6. Enter a short title for the new post in the Subject field.
Note: Fields marked with an asterisk* are required.
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7. Select either Plain Text or HTML Text.
Note: The default is Plain Text. You can use the drop-down arrow to change Plain
Text to HTML Text.
8. Enter a description of the topic in the Description field.
9. Attach a file by clicking the Browse button to browse to and select a file to upload if
desired.
10. Click the Submit button.
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Adding Content on the Luminis Blog Portlet
Introduction
The word Blog is an apostrophe-less contraction of the two words web log. Blogs were
first popularized by web sites such as Slashdot (http://slashdot.org) which have the
format of a running list of entries to which users could attach comments. Over time,
more and more sites such as Digg, del.icio.us, and Newsvine adopted the format,
empowering users to share their opinions and generating lively discussions. Over the
course of time, blogging sites and applications began to appear, such as blogger.com,
blogspot.com. TypePad, WordPress, and Web Roller. These applications allow individuals
to run their own web sites in the same format: a running list of short articles to which
registered users can attach threaded comments (up to 4000 characters). People who
run a blog are called bloggers, and sometimes they build a whole community of readers
who are interested in their blog posts.
The Luminis Blog portlet is available from the Collaboration section of the Add
Application menu. It can only be added once to a community. Adding the Luminis Blog
portlet to a Community page creates a shared blog for members of the Community.
Adding the Luminis Blog portlet to a user's personal space creates a blog for just that
user. Either way, the Luminis Blog portlet works the same.
By default, the Luminis Blog portlet displays the latest entry in its entirety. When the
portlet is added to a page, it will have no entries, so the portlet will be empty. Before
you start adding entries, the community leader will configure the portlet so that it
displays entries the way they want them to display.
The Luminis Blog portlet has a description of the blog, followed by articles which
members can read and comment on. Members can click on any article name to read the
article. Below the article, a member can post a comment about the article. The
community leader can decide whether the comments will be posted automatically or if
they must be approved by the leader first. The community leader can also turn off the
comments feature.
Note: Not all communities will have a Luminis Blog portlet. The content of each
community homepage is determined by the community leader.
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Luminis Blog Portlet
Steps
Follow these steps to set up the Luminis Blog portlet as a leader.
1. From the Luminis Blog portlet, enter a title for the blog in the Title field.
2.
Select HTML Text or Plain Text from the drop-down arrow.
Note: The default is HTML Text.
3. Enter a description of the blog in the Description field.
Note: The description must contain less than 500 characters (including spaces).
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4. Select the number of articles to show on the main page using the Show drop-down
arrow. Note that the default is 5.
5. Use the Auto Approve Comments drop-down arrow to determine whether or not
to manually or automatically approve comments.
6. Use the Comments Enabled drop-down arrow to determine whether or not to
allow comments.
7. Click the Public Blog checkbox if you want the blog to be available on public pages.
8. Click the Publish button.
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Steps
Follow these steps to add an article to the Luminis Blog portlet as a leader.
1. From the Luminis Blog portlet, click on the name of the blog to which you want to
add an article.
Note: In this example, the Latin Club Blog is the only blog available.
2. Point to Articles on the toolbar, then select Create Article.
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3. Enter the title of the article in the Title field.
4. Select HTML Text or Plain Text from the drop-down arrow.
Note that the default is HTML Text.
5. Type the article in the Content field.
6. Enter one or more key words in the Tags field if desired, then click the Add button
to add the tag.
Note: Tags are key words that help you find similar information that have the same
keywords or tags associated with them. They are not required to create a blog
article.
7. Click the Publish button.
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Steps
Follow these steps to manage an article in the Luminis Blog portlet as a leader.
1. From the Luminis Blog portlet, point to Settings, then click Manage Blog.
2. Click the Article Dashboard tab.
3. You can click on the article titles to read them, or select the checkbox to the left of
the article to select the article for deletion, publishing, unpublishing, or editing.
4. To delete an article, click the checkbox to the left of the article, then click the
Delete button at the bottom of the portlet.
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5. Click the Yes button to confirm deletion.
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Adding Content on the Luminis File Portlet
Introduction
The Luminis File portlet allows a community to upload and share documents. Documents
are stored in folders. The community leader is the only role that can add new folders.
Files can be added to the root folder or the community leader can add one or more new
folders that a community member can use to upload a file.
Both the community leader and community members can upload files to the Luminis File
portlet using the Upload option on the Luminis File portlet toolbar. However, the leader
must approve files uploaded by members or be set to auto-approve.
Note: Not all communities will have a Luminis File portlet. The content of each
community homepage is determined by the community leader.
Luminis File portlet
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Steps
Follow these steps to add a folder on the Luminis File portlet as a community leader.
1. From the Community home page, access the Luminis File portlet.
Note: Not all communities will have a Luminis File portlet. The content of each
community homepage is determined by the community leader.
2. Point to the drop-down arrow to the right of Folders, then select New Folder.
3. Click on the folder in which you want the new folder to display.
Note: For the first folder, click on the Club’s Folder at the root level. In this example,
the root folder is the Latin Club’s Folder.
4. Enter a name for the folder in the Folder Title field.
5. Enter a description of the folder in the Description field.
6. Click the Create button.
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Steps
Follow these steps to add a file to the Luminis File portlet as a community leader or
community member.
1. From the Luminis File portlet, click on the folder into which you want the upload the
file.
2. Point to Upload on the toolbar, then select Upload file.
3. Click the Browse button and browse to the file you want to upload.
4. Enter a title for the file in the File Title field.
5. Enter a description of the file in the Description field.
6. Click the Upload button.
Notice that a message indicating that your request has been sent to the leader
displays. If you are the community leader, your files will display immediately.
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Steps
Follow these steps to download a file from the Luminis File Portlet.
1. To download a file, in the Luminis File portlet, open the folder that contains the file
you want to download.
2. Point the title of the file you want to download. A drop-down arrow will display.
3. Select the Download option.
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Steps
Follow these steps to delete a file from the Luminis File Portlet.
1. To delete a file, in the Luminis File portlet, open the folder that contains the file you
want to delete.
2. Point the title of the file you want to download. A drop-down arrow will display.
3. Select the Delete option.
4. Click the Yes button to confirm deletion of the file.
Note: If a community leader deletes a file, the file is removed automatically. If a
community member deletes the file, the file will still display and no message will
appear but the deletion request will be sent to the community leader to approve.
5. A confirmation message displays notifying you that the file has been deleted or a
deletion request has been sent to the leader.
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Adding Content on the Luminis Photo Portlet
Introduction
Luminis Photo is a baseline application that leverages system security, personalization,
and usability. It can be used as an individual or community-based tool. You can upload,
manage, and share photos within communities, or use it as a personal tool.
Any member of the community can upload pictures to the Luminis Photo portlet. The
community member can select an existing album to place the photo into or enter a new
album name. The photos are added to the site once the community leader approves the
photos and/or albums.
Note: Not all communities will have a Luminis Photo portlet. The content of each
community homepage is determined by the community leader.
Luminis Photo Portlet
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Steps
Follow these steps to add a new photo and album to the Luminis Photo portlet.
Note: Not all communities will have a Luminis Photo portlet. The content of each
community homepage is determined by the community leader.
1. From the Luminis Photo portlet, point to Community Photos on the toolbar, then
select Upload Photo.
2. Click the Browse button and browse to the file of the photo you want to upload.
3. Enter a title for the photo in the Title field.
4. Enter a description of the photo in the Description field.
5. Select the Upload to existing album or the Create new album radio button.
6. If you selected the Create new album radio button, enter an album title in the
Create new album field.
7. If you selected the Create new album radio button, enter a description in the
Description field.
8. Click the Upload button.
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Steps
Follow these steps to add a comment on the Luminis Photo portlet.
1. From the Luminis Photo portlet, click the Post Comment link next to the photo to
which you want to add a comment.
2. Enter your comment (up to 4000 characters) in the text box.
Note: The text box will turn yellow when you begin to type. The description of the
picture added when the picture was uploaded displays on the left in the
Description field.
3. Click the Post Comment button.
Notice that a message indicating that your request has been sent to the leader
displays. If you are the community leader, your photos will display immediately.
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Adding Content on the Luminis Video Portlet
Introduction
Luminis Video is a baseline application that leverages system security, personalization,
and usability. It can be used as an individual or community-based tool. You can
configure the Luminis Video application to integrate with Google YouTube. You can
upload, manage, and share videos within a community, or use it as a personal tool. You
can upload either an .flv or .mp4 video file type.
Any member of the community can upload video files to the Luminis Video portlet. The
community member or community leader can enter a title, description and category for
the video. The videos are added to the site once the community leader approves the
videos. Once a video is approved by the community leader, any community member can
download the video from the Luminis Video portlet.
Note: Not all communities will have a Luminis Video portlet. The content of each
community homepage is determined by the community leader.
Luminis Video Portlet
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Steps
Follow these steps to add a new video and album to the Luminis Video portlet.
1. From the Luminis Video portlet, point to Community Videos on the toolbar, then
select Upload Video.
2. Click the Browse button and browse to the file of the video you want to upload.
Note: You can upload either an .flv or .mp4 video file type.
3. Enter a title for the video in the Title field.
4. Enter a description of the video in the Description field.
5. Enter a category in the Category field.
6. Enter a tag in the Tag field, if desired.
Note: Tags are key words that help you find similar information that have the same
keywords or tags associated with them. They are not required to upload a video.
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7. Click the Upload button.
Notice that a message indicating that your request has been sent to the leader
displays. If you are the community leader, your video is auto-approved and will
display immediately.
Steps
Follow these steps to download a video from the Luminis Video Portlet.
1. To download a video, in the Luminis Video portlet, point the title of the video you
want to download. A drop-down arrow will display.
2. Select the Download option.
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Adding Content on the Luminis Wiki Portlet
Introduction
A wiki is an application which allows users to collaborate on information. This, of course,
has many applications—the most famous of which is Wikipedia, which is a full
encyclopedia developed collaboratively by users from all over the world, using a wiki.
A wiki application allows users to create and edit documents and link them to each
other. This is different from the other community portlets, such as the blog which
contains content posted by specified individuals with comments from other users, and
the discussion board that contains individual content posts listed sequentially. A wiki is
a collection of pages that can be created and modified directly by all registered users.
This flexibility allows self-policing of content (any registered user can correct errors or
otherwise tweak content), room for rapid expansion (users may create pages at will)
and administrative oversight (designated moderators can view edit histories and
disapprove inappropriate edits).
Wiki is a baseline application that leverages system security, personalization, and
usability. It can be used as an individual, academic or community-based tool.
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Luminis Wiki Portlet
When the Luminis Wiki portlet is accessed, users may navigate the folder structure on
the left-hand side to locate and view desired pages.
Options for an existing page include:
•
•
•
- Add a comment (up to 4000 characters) to the current page.
- View the edit history for the current page.
- View attachments (if any exist) on the current page.
•
- Edit the contents of the current page.
•
- Permanently delete the current page.
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Editing current page content
Click
to edit the content of the current page. The Luminis Wiki portlet is
designed so that any user may make direct edits to page content.
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Steps
Perform the following steps to edit wiki page content.
1. Change the page title in the Title field, if desired.
2. Use the drop-down box above the Content field to switch between Plain Text
(shown above) and HTML Text modes. Selecting HTML Text mode will enable a
much more robust text editor.
Note: If edits have been made using the HTML Text editor and the page is then
switched to Plain Text mode, advanced text formatting will be lost.
3. Use whichever editor you prefer to make changes to page content. The HTML Text
editor allows additional formatting tools such as:
•
text style, size and font
•
bolding, italics and underlining
•
bulleting and numbering
•
adjusting of margins and justification
•
adding HTML links by clicking
•
adding images by clicking
•
adding other content such as Flash files, tables, smiles and special
characters.
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4. Enter searchable tags in the Tags field and click Add to add them to the page. Click
icon next to a tag to remove it.
the
5. Set the priority of a page to High, Medium or Low by adjusting the Priority field.
6. Add or remove attachments as desired.
To add an attachment, click the Browse button to locate and select the file to be
attached. Click the check box for existing attachments that should be deleted.
7. Click Preview to view a preview of how the edited page will look.
8. Click Save to save your changes.
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9. Click Publish to publish the changed page to the Luminis Wiki portlet and return to
its main view. The edited page will be displayed.
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Adding comments
Clicking
opens a window in which brief comments may be entered. Click
Post to add your comment or Cancel to close this window.
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Once comments have been made to a page, they will display with the commenter’s
name in sequential order of posting.
Users may rate individual comments up or down by clicking the
beneath a comment and clicking Submit.
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Viewing edit history for a page
Clicking
displays the edit history for the current page.
Edits are listed by page, by editor, by version (showing which edits occurred in which
order) and by action (creation of a new page or editing existing page content).
Click the check boxes next to two or more edits and click the Compare button to
compare the content and see what changed.
In this example, versions 1.1 and 1.2 of the example page above are being compared,
and the highlighted portions indicate changes (in this case, correcting a typographical
error in Diana Bakus’s name).
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Viewing attachments
Click
to view files that have been attached to the current page.
Attached files may be double-clicked and opened with their respective applications. Note
that files opened in this manner must be reposted to the page after editing; making
changes to the file and saving will not automatically ‘return’ the attachment in edited
form.
Deleting a page
Click
to delete the current page.
A pop-up box will appear to verify deletion.
Page deletion will not be completed until approved by an administrator, so as to
minimize wiki vandalism. A “Page has been requested for deletion” message will display
to all users.
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Viewing and creating pages
Click the Page menu of the Wiki portlet to view page options.
10. Click Create Page from the Page menu to create a new, blank page in the
currently selected folder.
The fields for this new page may be edited in the same manner as an existing page.
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Steps
1. Click All Pages from the Page menu to view a list of all accessible Wiki pages. The
pages’ titles, creators, priorities and current versions are displayed.
2. Click Page Stats from the Page menu to view statistics about the current page.
The creation date, creator, number of comments, status, version, page views and
parent node are displayed.
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Approving Content
Introduction
Community and course leaders can approve content as it is added to their communities.
Objectives
At the end of this section, you will be able to
•
manage community welcome messages
•
approve new member requests in restricted community
•
manage content on the Luminis Discussion Board portlet
•
approve comments on the Luminis Blog portlet
•
approve content on the Luminis Files portlet
•
approve content on the Luminis Photo portlet
•
approve content on the Luminis Video portlet
•
approve content on the Luminis Wiki portlet.
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Acting as a Community Leader to Manage and
Approve Content
Introduction
If you create an approved community or if you are teaching a course, you are the
community leader. As the community leader (or community member with community
leader permissions delegated to you), you have the following responsibilities:
•
maintaining the community’s guest view page, which provides information about
the community and a chance for non-members to join
•
monitor activity within the community
•
approve the topics, messages, and replies that will be added to the discussion
board by community members
•
approving the blog comments that appear on your community
•
approve the folder(s) of downloadable files that are accessible through your
community
•
managing and approving the photos and photo albums that are accessible
through your community
•
managing and approving the videos that are accessible through your community
•
manage and approve the pages, folders, and files that are accessible through the
Wiki on your community.
In Luminis Platform 5, community leaders can view activity within their community and
can quickly access the community home page to respond to things like submitted photos
and files.
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Managing the Community Welcome Messages
Introduction
As a community leader you can update the community member and guest welcome
messages that display on the Communities page. The community and guest welcome
messages were entered during the community request process.
You can manage and update these messages using the Community Welcome portlet.
You can edit the existing welcome message or add a new message and delete the old
message.
Community Welcome portlet
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Steps
Follow these steps to maintain the community welcome messages.
1. Log into the portal as a community leader.
Note: If you previously requested a community that is now approved, you are
automatically the community leader for that community.
2. Access the Home Community tab.
3. Click the Communities page.
4. Click the Community name link (not the home page icon) of the community for
which you want to edit the welcome message in the Community Composite portlet.
5. In the Community Welcome portlet, point to Manage then click Welcome
messages.
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6. Click the pencil (
) icon in the Edit column to open the existing welcome message.
7. Edit the Message name or Message content fields as desired.
8. Click the Save button.
9. In the Community Welcome portlet, point to Manage then click Guest messages.
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10. Click the pencil (
) icon in the Edit column to open the existing guest message.
11. Edit the Message name or Message content fields as desired.
12. Click the Save button.
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Approving Members in a Restricted Community
Introduction
If you are the community leader for a restricted community such as the Honors Society
which wants to approve members after verifying the requested member meets the
membership criteria, you must use the Community Member List portlet to approve
members. From the Community Member List portlet, point to Member, then click
Requests to view any membership requests. Any membership requests display by first
name and request date only.
To approve or deny membership, click the checkbox next to the person you want to
approve or deny. Then enter a reason for the action you are taking and finally click the
Approve or Deny button.
Community Member List portlet
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Steps
Follow these steps to add the Community Member List portlet.
Note: If the Community Member List portlet is already added to the Communities page,
you can skip steps 1-8 and proceed to approving membership requests.
1. Log into the portal as a community leader.
Note: If you previously requested a community that is now approved, you are
automatically the community leader for that community.
2. Access the Home Community tab.
3. Click the Communities page.
4. Click the Options menu on the Communities page.
5. Click Add Application.
6. Click the Community link to open it.
7. Click the Add link next to Community Member List.
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8. Click the Red X icon to close the Add Application window.
Note: Until you select a community, the following message displays in the
Community Member List portlet.
Follow these steps to approve membership requests.
9. Log into the portal as a community leader.
Note: If you previously requested a community that is now approved, you are
automatically the community leader for that community.
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10. Access the Home Community tab.
11. Click the Communities page.
12. Click the Community name link (not the home page icon) of the community for
which you want to view memberships requests in the Community Composite portlet.
13. To approve members, in the Community Member List portlet, point to Member then
click Request.
14. Click the checkbox next to the name of the person you want to approve.
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15. Enter an explanation of why you are approving or denying membership to the
person selected in the text box.
16. Click the Approve or Deny button.
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Managing Content on the Luminis Discussion
Board Portlet
Introduction
All member of a community have the ability to post new topic and topic threads,
subscribe to topics and reply to existing comments. All items added to the discussion
board are automatically approved. However, the community leader has an additional
feature on the portlet toolbar to manage content and ban or block users.
Community leaders can select Manage Boards from the Settings menu to review items
members have requested to be removed. Community leaders can first block or ban a
user and then the community leader can remove the item. Blocked users can still see
discussions but can no longer add topics or comments to the discussion board. Banned
users will not be able to see content in the Luminis Discussion Boards portlet from which
they are banned.
Warning: Once a message is deleted the Ban or Block User(s) buttons are no longer
available so it is important to first ban or block a user and then delete the message.
Luminis Discussion Board Portlet
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Steps
Follow these steps to remove content on the Luminis Discussion Board Portlet.
1. Log into the portal as a community leader.
Note: If you previously requested a community that is now approved, you are
automatically the community leader for that community.
2. Access the Home Community tab.
3. Click the Communities page.
4. Click the Community
icon next to the community you want to open to display
the actual Community home page.
5. To manage a discussion board, in the Luminis Discussion Boards portlet, point to
Settings then click Manage Board.
Note: If someone has reported an abusive comment, it will display in the list.
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6. Click the title of the message that has been reported to review it. In the white area
below the date you can review the actual comment.
7. After reviewing the message, return to the Manage Boards option. From the
Luminis Discussion Boards portlet, point to Settings, then click Manage Boards to
review or respond to abuse reports.
8. Click the checkbox next to the discussion thread on the Abuse Reports tab that you
want to manage. Notice that the three action buttons are not yet active.
9. Notice that you can now delete the selected record, ban the selected user(s) or block
the selected user(s). If you want to ban or block a user, you must do so before
deleting the record.
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10. Click the Delete Record button to remove the discussion thread/comment from the
discussion board. Click the Yes button to confirm deletion.
11. Click the Yes button to confirm deletion.
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Approving Comments on the Luminis Blog
Portlet
Introduction
The community leader is the only person who can add a blog article on the Luminis Blog
portlet so therefore the blog articles themselves do not require approval. Depending on
how the community leader set up the blog, comments may need to be approved
manually by the community leader. The community leader can approve or deny new
comments, they can respond to comment deletion requests, they can edit the blog
preferences (such as auto-approving comments), they can delete the blog, or view the
blog.
Luminis Blog Portlet
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Steps
Follow these steps to approve comments on the Luminis Blog Portlet.
1. From the Blog portlet, point to Settings on the portlet toolbar, then click Manage
Blog.
2. Click the New Comment tab.
Note: A list of pending comments will display.
3. To delete or approve a comment, click the checkbox to the left of the comment,
then click the Delete or Approve button at the bottom of the portlet.
4. Continue to approve or deny comments as needed.
5. Click the Blog Dashboard tab.
6. Click the name of the blog link to return to the blog and article list.
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Approving Content on the Luminis File Portlet
Introduction
The community leader is the only person who can add a folder on the Luminis File
portlet so therefore the folders themselves do not require approval. The community
leader can approve or deny new file requests and they can respond to deletion requests.
Luminis File Portlet
Steps
Follow these steps to approve content on the Luminis File portlet.
1. Log into the portal as a community leader.
Note: If you previously requested a community that is now approved, you are
automatically the community leader for that community.
2. Access the Home Community tab.
3. Click the Communities page.
4. Click the Community
icon next to the community you want to open to display
the actual Community home page.
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5. To approve a file, in the Luminis File portlet, point to Manage and then click
Upload Request.
6. Click the file title link to review the proposed document.
7. Review and close the proposed document.
8. Click the checkbox next to the file you want to approve or reject.
9. Click the Approve button.
10. To view a file, in the Luminis File portlet, point to Manage and then click Explore
Files.
Steps
Follow these steps to delete a file on the Luminis File portlet.
1. To delete a file, in the Luminis File portlet, point to Manage and then click
Deletion Request.
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Note: If someone has requested that a file be deleted, it will display in a list.
2. Click the file title link to review the document that someone requested be deleted.
3. Review and close the document.
4. Click the checkbox next to the file you want to approve or reject. You can either
reject the request for deletion or approve the request for deletion.
5. Click the Approve button to approve the deletion request.
6. To view a file, in the Luminis File portlet, point to Manage and then click Explore
Files.
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Approving Content on the Luminis Photo
Portlet
Introduction
Any member of the community can upload pictures to the Luminis Photo portlet. The
community member can select an existing album to place the photo into or enter a new
album name. The photos are added to the site once the community leader approves the
photos and/or albums.
A community leader can point to Request Queue on the portlet toolbar to select Photo
Request, Album Request, or Comment Request. It does not matter in which order you
approve the requests. If the album is not approved but the photo is, it will not display in
the portlet until the album is also approved.
Note: After accepting or denying a request to edit or delete a photo, the photo can be
altered or removed from the album in the Luminis Photo portlet.
Luminis Photo Portlet
Steps
Follow these steps to approve content on the Luminis Photo Portlet.
1. Log into the portal as a community leader.
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Note: If you previously requested a community that is now approved, you are
automatically the community leader for that community.
2. Access the Home Community tab.
3. Click the Communities page.
4. Click the Community
icon next to the community you want to open to display
the actual Community home page.
5. To approve a photo, in the Luminis Photo portlet, point to Request Queue and
then click Photo Request.
6. Click New Photos.
7. Review the proposed image, description, and album.
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8. Click the Accept button.
9. If a new album is also being requested, the system will alert you to the album
approval. Click the Yes button to continue.
10. To approve an album, in the Luminis Photo portlet, point to Request Queue and
then click Album Request.
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11. Click New Albums.
12. Review the proposed album name and description.
13. Click the Accept button.
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Approving Content on the Luminis Video
Portlet
Introduction
Any member of the community can upload videos to the Luminis Video portlet. The
community member can upload a video and add a video name, description, category
and tag. The videos are added to the site once the community leader approves the
videos.
A community leader can point to Manage on the portlet toolbar to select Requests.
Luminis Video Portlet
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Steps
Follow these steps to approve content on the Luminis Video Portlet.
1. Log into the portal as a community leader.
Note: If you previously requested a community that is now approved, you are
automatically the community leader for that community.
2. Access the Home Community tab.
3. Click the Communities page.
4. Click the Community
icon next to the community you want to open to display
the actual Community home page.
5. To approve a video, in the Luminis Video portlet, point to Manage and then click
Requests.
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6. Click the checkbox next to the video you want to review.
7. Click the play arrow on the video or the green play arrow next to the title of the
video to review the video.
8. Click the Approve button.
9. To view a video, in the Luminis Video portlet, point to Community Videos and
then click Explore Videos.
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Steps
Follow these steps to delete a video on the Luminis Video Portlet.
1. To delete a video, in the Luminis Video portlet, point the title of the video you want
to delete. A drop-down arrow will display.
2. Select the Delete option.
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Approving Content on the Luminis Wiki Portlet
Introduction
A community leader may create, edit and delete content on the Luminis Wiki portlet
much like any other user, but he or she may perform additional actions to manage both
portlet content and users.
Luminis Wiki Portlet
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Community Leader functions
A community leader can perform the following additional actions on the Luminis Wiki
portlet:
•
Revert page content to a specific version
•
Lock and unlock a page
•
Edit and delete user comments
•
Ban a user and manage banned users
•
Manage page deletion requests
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Reverting page content to a specific version
A community leader can view all versions in a page’s edit history, but may also
designate any existing version as the current version.
1. Click
to view the current page’s edit history.
2. Click the Revert link next to the desired version to revert the page to that version.
3. Once confirmed, the reversion will display as an updated version in the version
history.
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Locking and unlocking a page
Locking a Luminis Wiki portlet page prevents community members from editing it. This
is often done when page content is strongly contested in some way, when malicious
editors have been at work recently, or to freeze content on a page until more details
about its subject are known.
1. Click
to lock the current page.
Users will receive the message “This article is semiprotected due to vandalism.”
when accessing the page, and the Edit, View Attachments and Delete icons will
be hidden.
2. Click
to return the page to its original editable status.
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Editing and deleting user comments
A community leader may edit comments directly or delete inappropriate comments
completely.
1. Click the Edit (
) icon at the bottom of a comment to edit that comment.
2. A text window will open containing the comment text. Edit the comment as desired
and click Update to update the comment or Cancel to exit without updating.
3. The edited comment will continue to appear under the original user’s name.
This is often done when part of a comment is inflammatory or profane but the
remainder of the comment is valid.
4. To delete a comment outright, click the Delete (
confirm your deletion.
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Banning a user
Commenter’s may be banned from the Wiki portlet according to a community leader’s
judgment
1.
To ban a commenter, click the Ban User link next to that person’s name in the
Comment section.
2. The user’s status will be displayed as (User Banned).
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Managing banned users
1. To manage banned users, click the Banned Users option from the Page menu.
2. A list of banned users is displayed.
3. To revert a ban and restore a user, click the Revert ( ) icon next to that user’s
name. Once this is confirmed, the user will be active again.
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Managing page deletion requests
Page deletion requests will not take effect until approved by a community leader.
1. Select Deletion Requests from the Page menu to view pending deletion requests.
2. Click the check box next to a request and click Accept to delete the page, or Deny
to remove the deletion request and return the page to its original state.
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Appendix
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Portlet Job Aid
Portlet
Description
Community
Administration
Allows administrators to manage collaboration
tools, members, approval processes, content
submission, and other community functions.
Community
Categories
Search for, create, manage and view community
categories.
Community
Welcome
Supports new membership and highlights
community objectives and purpose.
Community
Member List
Pictures, user profile data and presence
information for community members. Member List
is used in communities and general networking to
show community participant and friend profiles.
Community
Search
Search for, create, manage and view community
categories.
Create
Community
Portlet for creating or suggesting new system
communities.
Luminis
Communities
Dedicated portal areas for both academic and nonacademic collaboration for courses, clubs,
affiliations and other interests.
Discussion
Board
Facilitate conversations and capture important
information related to communities or courses.
Offers views of discussion thread activity and
recent posts.
Luminis Blog
A portlet that includes full WYSIWYG editing
capability and publication date, RSS support,
threaded user and guest comments, tags and
labels, social bookmarking links, email notifications
of blog replies, and an entry rating system.
Luminis Photo
Upload, manage and share photos within course
communities, general communities, or use as a
personal tool.
© SunGard Higher Education 2011
Page 136
End User Certification
Portlet
Description
Luminis File
Upload, manage and share files within course
communities, general communities, or use as a
personal tool.
Luminis Video
Upload, manage and share videos within course
communities, general communities, or use as a
personal tool.
Luminis Wiki
Build up and document academic or non-academic
related information as a community.
Bookmarks
Create, manage and share bookmarks and URL
locations within course communities, general
communities, or use as a personal tool.
© SunGard Higher Education 2011
Page 137
End User Certification