Table of Contents
The audience for this document is site maintainers at partner locations. We assume you have a general understanding of what our sites and software are for – see PageDNA Software Overview for detail on that.
The term ‘Partners’ in this document refers to PageDNA software development allies – such as you – who build and maintain ordering sites. We will refer to the company a particular ordering site is built for as the ‘Customer’, and we will denote a generalized employee using the site to order products as the ‘End User’.
PageDNA ordering sites can be built, customized and maintained entirely using web-based Administration tools. The three primary tools are: Starter, Wizard (found in the Production Hub) and Menu. Following is a quick tour of each tool.
The production hub or just "Hub" for short is your central starting point for all site development activity. It is a good idea to bookmark this page, as you may visit it frequently. The Production Hub is located at:
http://www.nationsprint.com/hub
On the first visit to the Hub, you will be asked for a login and a password. Enter your user name and password using all lower-case[1].
Once you are logged in, you will see a set of options:
Site List
Start New Site
Font Loader
Documentation
Product News
Site Passwords
Style Editor
System Status
Click "Site List". If you are a new customer, this list will be blank, as you do not have any sites built yet. Click the link labeled "Start a New Site".
In the upper right corner are the Search Docs and Find Order tools.
The Search Docs tool can be used to search our documentation using keywords.
Enter a token (PageDNA order number) in the Find Order tool to see an order's history. If you use the Order Manager to redeliver an order, this action will appear in the order's history.
[1] Actually use the exact case of the username and password. They are typically all-lowercase however.
If you don’t have a username and password, apply for an account here:
http://www.PageDNA.com/get_started/request_login.html
PageDNA will review the application before activating the log on.
You now have the "Site Setup Screen" displayed. In the Client Name field, enter the name of the company, for instance ‘Dell’. Now, the full name of Dell is really Dell Computer Corporation, however typically the most "everyday" variant of the name should be used. The name you enter into this field will be used in several places, including the title of the site ("Dell Business Card and Stationery Ordering System") and as part of the subject of order confirmation e-mails ("Dell Stationery Order F031HK for Michael Dell").
The Subdirectory field will determine the web address of your site. PageDNA will also refer to the site via that name. It must be all-lowercase, without spaces, and should be similar to the Client Name. Since we used "Dell" before we’ll enter "dell" here. That means our site will be accessible via this address[2]:
http://www.nationsprint.com/clients/dell
The "Template" and the "Debugging" fields should be left as is. Click the "Create Site" button and... Success!
The Success screen lets you view or edit your new site, or do the wizard. We recommend that you use the wizard after building your site, not only because this is your only chance to do it, but because it saves a lot of time.
[2] Notice that the end of the address above is "dell". If you made a site named Pac-Bell with subdirectory pacbell, then the address would be: http://www.nationsprint.com/clients/pacbell
The Site Wizard lets you set many options and details for new sites in a step-by-step fashion. To set all of those options using only the Site Menu would involve a lot of moving between tools (tons of clicking). The Wizard gives you the ability to make a quick "first pass" on your site, before using the Site Menu to polish.
Your site may need a feature that the Wizard does not supply. In that case, simply choose the best option that the Wizard offers and move on. You can make other changes later using the Site Menu.
The Wizard is always under development; our aim is to make it self-explanatory. Contact support@PageDNA.com if you have any problems or questions.
Now you are ready to go to the menu. To get to the menu, enter this URL into your browser[3]:
http://www.nationsprint.com/clients/yoursite/menu.cgi
That is the address for the "dell" site – you would replace "dell" in the URL above with the Subdirectory name of the site (as defined in the Starter).
Like the Production Hub, you will be asked for a password the first time you visit. Use the same username and password you used for the production hub. When you have logged in to one site’s Menu on our server, you will be logged in to all other sites automatically. After entering the correct username/password, you should be authenticated, so continue on to the menu. If you experience any trouble logging in using your production hub password, PageDNA may need to grant you access to menu items. Contact us for help in this regard.
Now that you are logged in, you will see a list of menu options. Depending on what menu items PageDNA has granted you access to, you may see only a few options or you may see the full complement of more than 25 options! This document will not detail every menu option; see PageDNA Site Configuration Menu for an extremely thorough overview of Menu options.
At the top of the Menu web page, on the left side of the top bar, you will see the name of the site, as a link. Clicking that link will let you visit the site and examine the effects of the changes in the menu. On the right you will see a link to go back to the hub, and a link to "Log out". While you are logged in to the menu, and are viewing the site, there will be a gold bar with links to the "Menu", "Edit copy for index" and "logout". That gold bar displays menu options related to the current page of the site. The customer will not see that bar – it is only visible if you have logged in to the Menu[4].
Logging out will log you out of the Menu, not the Production hub. You don’t have to log out after you are done editing. There are three reasons you may want to log out:
To hide the gold bar, for instance if you are presenting the site to a customer.
To protect access to the Menu from other users of the computer, for instance if you are using a public or borrowed workstation.
To log into the menu as someone else, for instance if you are testing a login you are granting to someone at your customer site.
That wraps up the discussion of the Menu.
[3] To enter a URL: For Netscape browsers, the current URL (web address) is labeled "Location". Click in the white text box, delete all the text that is there, and type in the given URL. If you don’t see the "Location" text box among the toolbars on the top of the window, try making toolbars visible by clicking on the minimized versions of toolbars or using menu items.
For Internet Explorer, the box is labeled "Address". If you don’t see that, try right-clicking the menu bar and making sure that in the menu that appears, the "Address Bar" comes up.
[4] Actually, customers will see that bar only if they log in to the Menu – and that can only happen if you grant them access to the menu. Why would you do that? Because it can be very useful to give key contacts at your customer access to specific portions of the Menu, such as Reports and Address List Editor. You can grant your customers access to the menu using the User Admin tool.
The Starter, Wizard and Menu tools all help you make great stationery ordering sites customized to fit the needs of your customers. Another very important facet of building stationery ordering sites is making the layouts – called styles – that build the stationery on-line. That effort is called style building and is detailed in PageDNA Style Building. The tool used to build Styles is called "Style Editor Gold".
The site list is a very important and frequently used tool. Go back to the Production Hub, and click on Site List. We already visited this tool to get to the Starter tool. Now lets look at the rest of the page. The upper-left link is "Starter", then "up" (which takes you back to the production hub). To the right, you will see two links, "Index" and "Summary". These represent two different views, i.e. two different ways of organizing the list of sites. The current link is in bold; click on the other link to switch views.
The information is shown in these pages is cached, and only calculated once a day. This is done to make the page display snappily. To refresh the page and make sure you are seeing the most current information, click the bold link. Any new sites you have created in the past day should show up.
The "Index" view shows the sites your company has set up with PageDNA, in alphabetical order. The "Site" (left) column has the subdirectory name of the site. Clicking will take you to the ordering site. The "Actions" (middle) column has several action links available. "Edit" will take you to the Menu. "Reports" will take you to the reports tool for that customer. "Search/Re-order" will let you look up orders by last name or token quickly and view the proofs of their order. The "Status" (right) column will show any notes that PageDNA has added for the site in question. Those notes can include icons, such as a green circle for "live". The status note will be very brief, only a line of text, and often just icons. You can hold your cursor over the icon to show what the icon is supposed to represent.
The "Summary" view shows the same sites that the "Index" view shows, but in three lists instead of one list. The "Need Work" (left) list shows sites that are not live. The "Live" (middle) list shows live sites, and the "Other" list shows demo sites or other sites that will never process live orders. The list each site appears in is determined by the icons in the status, and may not be completely up-to-date – just tell PageDNA when the status of a site has changed and we will update the site status. In this view, the icons appear next to the subdirectory name, and the text of the status, if any, appears below. Clicking the subdirectory will go to the Menu for the site.
That wraps up this document. We are always open to suggestions on our software as well our documents, so feel free to tell us what you think.