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Getting Started with AquaLogic Pages

This chapter briefly describes Pages, the objects you can create in Pages, how to work in the user interface, and provides a use case scenario.

 


Overview of AquaLogic Pages

Pages is a web page authoring system and application builder that provides even non-technical end-users a simple way to create web pages, blogs, wikis, and other web applications. Because of its ease of use, anyone with the proper permissions can create ad-hoc, collaborative workspaces without having to rely on an IT or portal administrator to do it for them. Because objects in the system are versioned, you can allow everyone (with the proper permissions) to confer their knowledge and ideas directly to the Pages system, enabling much more rapid and complete knowledge transfer and collaboration.

Plus, unlike traditional wikis, Pages allows you to surface data from existing enterprise systems via RSS, web services, or by creating custom data sets. This allows you to reuse existing data and quickly collect new data, all of which users can contribute to by adding comments, page components, or attachments.

Pages Objects

Web pages created through AquaLogic Pages are grouped into logical collections called Spaces. For example, you might create a Space for a sales team with separate pages for new products, sales tools, leads, promotions, and reports. Each page is made up of components such as rich text, images, record lists, or tables. The record lists and tables are backed by lists. A list is a set of data (in the form of records) from a custom data model stored in the Pages repository. For example, you might create a products list that includes a record for each product.

Note: For more information on an object, see the associated chapter in this guide.

Accessing Pages Content

There are several ways to access Pages content:

Note: For more information on navigating Pages, see the online help.

The Dashboard

The Dashboard is the home page (default page) for the Pages application. It provides a list of most-recently created or modified Spaces. The Dashboard also provides links to create a new Space and create or access your personal blog.

The Dashboard has two tabs:

The Dashboard provides the following additional functionality to help you find what you are looking for: sort, text search, and filter by last modified date. For more information on these features, see the online help.

Note: For more information on the Dashboard, see the online help.

Viewing Spaces

To view a Space, click the Space name. The Space opens in page view (described later), in which you can view the Space, and, if you have appropriate access, edit the Space (for example, change settings or add text or images).

Adding and Removing Favorites

To help you locate the Spaces you use on a regular basis you can designate particular Spaces as favorites.

Note: Your personal blog is automatically designated as a favorite.

Subscribing to Email Notifications for Spaces

You can receive email notification when a particular Space is updated.

Note: You can only receive notifications for Spaces to which you have at least Guest access.

Getting RSS Feeds for Spaces

You can subscribe to an RSS feed so that any changes made to a particular Space display in your personal RSS feed. You can access your personal RSS feed through the Dashboard by clicking next to the search box.

Notes:

Personal Blogs

If you have the proper AquaLogic Pages role and personal blogs are enabled in your system, you can create a personal blog. A blog is an online journal or chronological publication of comments and information. To create a personal blog, on the Dashboard, click Go to My Blog.

After you have created a personal blog, you can access it through the Dashboard by clicking Go to My Blog or by clicking your blog Space (Personal Blog for Your_User_Name) on the My Favorites tab.

The Organizer

The Organizer displays objects grouped by type: Spaces, pages, attachments, lists, and records. You can click an object to view it, or perform an action on the object such as viewing information and settings for the object, editing the object, or deleting the object. The Organizer also enables you to search and filter the objects.

To view or edit an object, click the object name. The object opens in page view (described later), in which you can view the object, and, if you have appropriate access, edit the object (for example, change settings or add text or images).

The Organizer provides the following functionality to help you find what you are looking for: description and title search, filter by object type, filter by last modified date, group by object type or associated space, sort by rank, sort by title, sort by creation date, and sort by last modified date.

Note: For more information on the Organizer, see the online help.

Page View

When you click an object, the object opens in page view (there are a few exceptions noted below). Basically, Pages automatically creates a page and displays the object. This enables you to add additional content to the object just like any other page. For example, you can add a comment, an image component, rich text, or an attachment. The page for the object is not saved unless you save the page. If you save the page, the additional content appears whenever anyone opens the object in page view. For example, if you are viewing a record list and click a record, the record opens in page view. If you add an image to the page and save the page, anyone who views the record in page view will see the image.

Notes:

Page Components

You can add content to an object in page view by double-clicking the component icon or dragging component icon from the palette onto the page. The following components are available:

Table 2-1 Available Page Components
Component
Description
Blog List
Enables you to add a blog to the page. A blog is an online journal or chronological publication of comments and information. Blogs are generally updated frequently and can be an efficient communication tool for small groups or to disseminate knowledge to a group.
Image
Enables you to add an image to the page. You can use an uploaded image or point to a URL.
Record List
Enables you to add a list of records to the page. A record list enables users to search for and view records. Users with the proper permissions can also edit, add, and delete records.
Rich Text
Enables you to add formatted text to a page.
RSS Feed
Enables you to add an RSS feed to the page. For example, you might want to display recent news articles discussing your product or company.
Table
Enables you to add a table of records to the page. A table enables users to search for, sort, and view records. Users with the proper permissions can also edit, add, and delete records.

Note: For more information on page components, see Chapter 5, “Components,” and the online help.

Comments

At the bottom of the page you can add comments, and engage in message-board style discussions, in the context of any object in page view. This provides a simple way for users to provide structured feedback on the page or comment on content (for example, commenting on a particular blog post).

Notes:

Associated Objects

In page view, you see pages, attachments, and lists associated with the Space you are viewing or associated with the parent Space.

Attachments

Although you can add content to pages using rich text and page components, you might also want to add existing content (for example, Word documents or PowerPoint presentations). You can add this existing content by adding attachments to objects in page view. After adding an attachment, users can view the attachment or upload new versions of the attachment.

Notes:

Versions

Each time a page view is saved, a new version is stored in the system. These versions are displayed in the page view making it easy for users to view a previous version, and, with the proper permissions, revert to the version or delete the version. Because each change is saved as a version and it is easy to revert to a previous version, users can feel free to make changes without having to worry about inadvertently causing issues on the page.

Note: For more information on versions, see “Page Versions” on page 4-6, Chapter 8, “Attachments,” and the online help.

 


Use Case

This is a simple example of how Pages can be used to improve the ability for a customer support team to respond to a critical support situation.

  1. A support engineer creates a new “Support Issues” record list, which displays a list of support incidents for a single customer.
  2. An account manager, who is largely responsible for customer satisfaction for this individual account, creates a new “Issue Tracking” Space for assembling all the information related to this specific customer and this specific issue. The information will be assembled by an extended team of participants related to the account or related to resolving the issue.
  3. The account representative opens the Space and types a list of “action items” and owners for each action needed for the support team to address.
  4. A customer service representative opens the Space and adds a “Support Team” Table component to the page. She points this component to the existing “Employee Contacts” list.
  5. A product engineer creates a “Customer Issue Resolutions” RSS feed component, which displays an RSS feed listing blog entries from the support department’s knowledge base, related to resolving similar issues.
  6. Another product engineer opens the Space adds a “Best Practices” record list component to the page, pointing it to the existing “Customer Issues Resolutions” list from step 5.
  7. The support engineer opens the Space and adds a “Customer Issues” record list component to the page, pointing it to the existing “Support Issues” list from step 1.

At this point, our simple “Issue Tracking” Space has several components:

  1. After some research, the product engineer opens the Space, clicks the associated item in the Best Practices list to display the issue resolution record and adds some unstructured notes under the record, specifying specific resolution steps.
  2. The support engineer sends the resulting resolution steps to the customer to resolve the issue.

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