1. | www.sungardhe.com Luminis Platform IV Content Administration Training Joyce Esterman Senior Process Consultant Luminis TM Services

2. | www.sungardhe.com Course Goal To familiarize content administrators with customizing information displayed in the Luminis Platform

3. | www.sungardhe.com Course Objectives After completing this course you should be able to: Create and skins that can be used as global defaults or that can be assigned to groups of users Send targeted announcements to groups or the entire campus community Manage group homepages for clubs or other affiliations and interests Publish channels using the channel manager Manage content in delivered channels Work with access groups, filter groups, roles, and permissions Create and manage fragments

4. | www.sungardhe.com What Makes a Good Channel? Attractive visual design Clusters vs. laundry lists User-oriented vs. org chart categorization “Access” vs. “brain dump” Balance static (reliable) & dynamic (timely) content

5. | www.sungardhe.com Channel Types Targeted Content Channels – publish a new channel You create these custom channels and populate them with content. Usually delegated to non-technical personnel. Examples: link with teaser, remote HTML reference, and free form text/HTML Channel Manager – “published” channels You need some accompanying channel publishing document….such as an external URL, applet, XML file, RSS feed, or image. Many times, a programmer or more technical personnel is involved. Examples: Applet, Image, Inline Frame, JSP Model II, Portlet, RSS, and XML Default Channels (delivered channels) These are pre-created or channels delivered with the system. To some you can add content (My Courses and Academic Services). Others, for example, are used to send announcements. Examples: Campus Announcements, Bookmarks Plus, Content Selector, and My Calendar

6. | www.sungardhe.com System Administration Center

7. | www.sungardhe.com Portal Administration Center

8. | www.sungardhe.com End User Navigation & Customization

9. | www.sungardhe.com End User Customization: Subscribing to Targeted Content Channels

10. | www.sungardhe.com Skins/Color and Logo Areas

11. | www.sungardhe.com Two delivered Skins Classic Skin

12. | www.sungardhe.com XP Skin

13. | www.sungardhe.com Skinning Institutions can create and deploy their own skins that can be used as global defaults or that can be assigned by the administrator to groups of users based on attributes like role, major, home institution, membership in a Group Studio group, etc.

14. | www.sungardhe.com Example of a custom skin

15. | www.sungardhe.com Customizable Color & Logo Areas Primary Color & Logo in Banner Tab & Font Colors for Inactive TabsTab & Font Colors for Active Tabs Secondary Color on Channel Headings Border Color

16. | www.sungardhe.com Different Banners & Logos Main Page Banner E-mail BannerE-mail & Calendar Banner No height or width restrictions 30 pixels high no width restrictions

17. | www.sungardhe.com Different Banners & Logos Groups Banner Framed Page Banner 30 pixels high no width restrictions

18. | www.sungardhe.com Skinning and Themes - Configuring Skin Attributes General attributes are edited from the System Admin Center

19. | www.sungardhe.com Skinning and Themes - Targeting Filters for Skinning

20. | www.sungardhe.com Skin Exercise Create a skin Change tab, font, primary color, secondary color Upload an image for the main banner

21. | www.sungardhe.com Targeted Announcements

22. | www.sungardhe.com Targeted Announcements Overview Campus Announcement Procedure Personal Announcement Procedure Re-sending Targeted Announcements Deleting Targeted Announcements Multiple Attribute Targeting and Enhanced Delegation

23. | www.sungardhe.com Targeted Announcements - Overview Campus announcements Personal announcements

24. | www.sungardhe.com Targeted Announcements - Campus Announcement Procedure Managed in Portal admin Target audience = entire campus

25. | www.sungardhe.com Targeted Announcements - Personal Announcement Procedure 2 options: Imported Groups: This option lists any imported groups that may be defined for use by your system. Refine Audience: This option allows you to define criteria for your target audience using standard Boolean operators (AND, NOT, and OR) and elements from the following expression filters: Enrolled Courses, Group Studio, Roles, User Attributesdefine criteria for your target audience

26. | www.sungardhe.com Targeted Announcements - Re-sending Targeted Announcements 1.revise the original message 2.send the revised copy of the message 3.delete the original message

27. | www.sungardhe.com Targeted Announcements – Deleting Targeted Announcements Announcements can be deleted from the Announcements channels, but not from recipients’ e-mail Inboxes.

28. | www.sungardhe.com Targeted Announcements – Multiple Attribute Targeting and Enhanced Delegation Example: You can send targeted announcements to alumni users over a certain age, to all freshman students, to senior English majors who weren’t also faculty members, and so on.

29. | www.sungardhe.com Group Studio

30. | www.sungardhe.com Group Studio Overview Joining a Group Creating a Group Acting as Group Leader Group Leader Activity Channel Manage Group Homepage/Set Featured Homepage Content Configuration Tools Managing Applications Managing Sub-groups Managing Members Delegating Group Homepage or Application Permissions

31. | www.sungardhe.com Group Studio - Overview The Groups application is accessed by clicking the Groups icon located in the toolbar.

32. | www.sungardhe.com Group Studio - Overview My Groups groups to which the user is subscribed group policies new group request form Groups Index listing of groups by category groups links to individual group homepages Create or Request Group Group Creation form Create group – system administrators only

33. | www.sungardhe.com Group Categories Public no membership criteria available for immediate access to group homepage content Restricted subject to certain membership criteria require approval from the Group leadership to join the Group Hidden not accessible via the Groups Index can only be accessed by the Group leader adding a user as a member of the group Admin Blocked prevent Group Administrators from accessing the Group homepage content

34. | www.sungardhe.com Group Studio - Types of users Group Administrators approve groups and assign group privileges, create policies that support the Groups software, and create and manage the categories that organize groups within the application Group Leaders create, approve and maintain the content of the group homepages and guest views, and for managing member profiles to delegate responsibilities or inactivate and delete members Delegated Group Content Manager/Group Leader manage specific group content or overall group leadership Group Members Join groups in which they are interested, participate in message boards and chat rooms, and submit content that they want to see posted on the Group homepage Guests System users who have not joined a group but wish to access a guest view for information or to join a group

35. | www.sungardhe.com Group Studio - Overview Group Tools: Announcements Calendar Chat E-mail Files Links Members Message Board News Photos

36. | www.sungardhe.com Group Studio - Joining a Group From the Group Index list, click the name of the group you want to join. To join the group, click the Join icon.

37. | www.sungardhe.com Group Studio - Creating a Group Create a New Group Window: Group Status Group Name Group Title Guest Page Description Group Category Groups Policy Group Type Browse control Sorting Group Applications Creation Comment

38. | www.sungardhe.com Group Studio - Acting as Group Leader

39. | www.sungardhe.com Group Studio - Manage Group Homepage/Set Featured Homepage Content A featured photo A featured Internet link Top 5 Internet links

40. | www.sungardhe.com Group Studio - Configuration Tools Activate and deactivate group members Manage the applications that will be available to the group through its homepage Manage sub-groups Assign group homepage, application, and member management permissions to other group members

41. | www.sungardhe.com Group Studio - Managing Applications

42. | www.sungardhe.com Group Studio - Managing Sub-groups

43. | www.sungardhe.com Group Studio - Managing Members

44. | www.sungardhe.com Group Studio - Delegating Group Homepage or Application Permissions Click Permissions

45. | www.sungardhe.com Group Studio Exercise Create a group (as admin#) Develop some content on the homepage Add members stu1, stu2, stu3…….stu30 Send an announcement Turn off one application Create a sub-group “Manage” your homepage (featured photo, top 5 links) Delegate out some permissions Show and tell (one person will be selected to come up and show their group)

46. | www.sungardhe.com Group Studio - Group Leader Activity Channel Group leaders can view activity within their groups and quickly access the group homepage to respond to things like submitted photos and articles or to access a live chat room. Select the group and activity to monitor:

47. | www.sungardhe.com Targeted Content Channels

48. | www.sungardhe.com Targeted Content Channels Overview Create a New Targeted Content Channel Link w/ Teaser and Photo Link w/ Photo File/Image Upload Free Form Text/HTML Remote HTML Reference Remote Image Reference Subscribing to Targeted Content Channels

49. | www.sungardhe.com Targeted Content Channels - Overview Selective delivery of information to users based upon their campus roles (Admin, Student, etc.) access groups Distributed content ownership and development among functional and technical staff Requires Administrative permissions

50. | www.sungardhe.com Targeted Content Channels - Create a New Targeted Content Channel

51. | www.sungardhe.com Targeted Content Channels - Create a New Targeted Content Channel

52. | www.sungardhe.com Targeted Content Channels - Link w/ Teaser and Photo

53. | www.sungardhe.com Targeted Content Channels - Link w/ Photo

54. | www.sungardhe.com Targeted Content Channels - File/Image Upload

55. | www.sungardhe.com Targeted Content Channels - Free Form Text/HTML

56. | www.sungardhe.com Targeted Content Channels - Remote HTML Reference

57. | www.sungardhe.com Targeted Content Channels - Remote Image Reference Static or dynamic

58. | www.sungardhe.com Published Channels

59. | www.sungardhe.com Published Channels Overview Applet Channels Image Inline Frame JSP Model II Channels RSS XML Subscribing to a Published Channel Channel Management

60. | www.sungardhe.com Published Channels - Overview Using the Channel Manager: Publish a new channel Modify a currently published channel

61. | www.sungardhe.com Published Channels

62. | www.sungardhe.com Published Channels - Example of Settings/Fields: Channel Title Channel Name Channel Functional Name Channel Functional Name Accessible Only Channel Description Code Base Code for Applets URL’s Image width and height Controller Class (JSP) RSS URL XML URI

63. | www.sungardhe.com Published Channels Channel Controls fields: Editable: If selected, the edit icon appears as a channel control. Users can use the edit control to modify channel preferences. Has Help: If selected, the help icon appears as a channel control. When clicked, help text specific to the channel replaces the channel content. Has About: If selected, the about icon appears as a channel control. When clicked, information about the channel replaces the channel content.

64. | www.sungardhe.com Published Channels Select Channel Categories: Select the Target Audience:

65. | www.sungardhe.com Published Channels Review Screen:

66. | www.sungardhe.com Published Channels - JSP Model II Channels Allows you to frame Java Server Pages using a controller class that handles business object interaction that is then delegated to JSPs to render the appropriate view JSP Controller parameters:

67. | www.sungardhe.com JSP Model II Channels: Targeted Announcements 1.Create Channel 2.Define Sending Group (principal) 3.Define Receiving group (restriction)

68. | www.sungardhe.com JSP Model II Channels: Targeted Announcements 1.Create Channel Channel type = JSP Model II Channel Title (Visible) Channel name (subscription list) Functional Name (unique) Controller Class com.sct.pipeline.uportal.channels.announcements.TADisplayController JSP Preferences Name: channelID Value: <even number, 4-2046. Not 18) Categories

69. | www.sungardhe.com JSP Model II Channels: Targeted Announcements Define Sending and Receiving Groups Select Manage Permissions and Grants Select Manage Targeted Announcements Select your new channel

70. | www.sungardhe.com JSP Model II Channels: Targeted Announcements Select Define Create audience (TA management) Select Define Create target audience (TA recipients)

71. | www.sungardhe.com Published Channels - Subscribing to a Published Channel

72. | www.sungardhe.com Published Channels - Channel Management Click the Edit button to edit previously published channels

73. | www.sungardhe.com Delivered Channels

74. | www.sungardhe.com Targeted Content Channels - My Courses and Academic Services Channels

75. | www.sungardhe.com Targeted Content Channels - My Courses and Academic Services Channels Clicking “New Section” brings you to this screen:

76. | www.sungardhe.com Targeted Content Channels - My Courses and Academic Services Channels Clicking “Select Filters” brings you to this screen:

77. | www.sungardhe.com Delivered Channels – Bookmarks Plus & Bookmarks

78. | www.sungardhe.com Delivered Channels - Content Selector Channel Create layout fragments that target audiences can voluntarily subscribe to

79. | www.sungardhe.com Deep Dive Links If Institution is ready and has Banner Self-Service Single-Sign-On in place: Create a channel with deep dive links into Banner Self- Service

80. | www.sungardhe.com Filter Groups

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82. Managing Permissions & Grants

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84. Category Manager

85. | www.sungardhe.com Managing Channel Categories

86. | www.sungardhe.com Fragments/Layouts

87. | www.sungardhe.com Layout Specification in Luminis TM Tabs Columns Channels = + +  Tabs / Columns / Channels  Different layouts for different users  Institutionally-specified level of user flexibility

88. | www.sungardhe.com Layout Design in Luminis TM InstitutionDepartmentPersonal Composite View Layout Fragments

89. | www.sungardhe.com Users with Multiple Roles All UsersPrimary RolePersonal Composite View Layout Fragments Secondary Role

90. | www.sungardhe.com Configuring a Layout Fragment  Layout Owners are the editors of layout fragments for specific roles  Layout Owners are virtual users (accounts)  Customizations made here are reflected in the user interface for all users with this role

91. | www.sungardhe.com Fragment Manager Layout fragments are created using a new application called the Fragment Manager layout fragments can now be published for subscription.

92. | www.sungardhe.com Fragment Manager Fragment types: Subscribed fragments are available for users who are members of the target audience to add voluntarily to their layouts. Pushed fragments automatically add the elements that it defines to the overall layouts of members of the target audience.

93. | www.sungardhe.com Fragment Manager Click the Assign button:

94. | www.sungardhe.com Fragment Exercise Use the fragment owner you created Select one of the layout views (from Content Planning or hand-out) Setup the tabs and proper permissions Setup the columns and the proper permissions Setup the channels and the proper permissions on ONE TAB only Add the Bookmarks Plus channel (optional)

95. | www.sungardhe.com Content Selector Channel (delivered channel) Modify parameter on Content Selector channel Subscribe to the Content Selector Channel

96. | www.sungardhe.com Support & Resources

97. | www.sungardhe.com SunGard Higher Education Customer Support Center https://connect.sungardhe.com https://connect.sungardhe.com SunGard Higher Education Luminis TM Platform Listserv http://lists.sungardhe.com/lumplatform.html http://lists.sungardhe.com/lumplatform.html SunGard Higher Education Luminis TM Platform Technical Listserv http://lists.sungardhe.com/lumtech.html http://lists.sungardhe.com/lumtech.html Luminis TM Developer Network http://www.lumdev.net http://www.lumdev.net

98. | www.sungardhe.com Questions and Answers

99. | www.sungardhe.com Thank you for your participation Joyce Esterman Senior Process Consultant joyce.esterman@sungardhe.com