This chapter contains the following information you need to administer My Compass:

• My Compass Administrator Tasks -- Provides step-by-step explanations of the tasks you perform to administer your My Compass system.
• My Compass Administrator's Reference -- Describes the main windows, menu options, buttons, and symbols for the My Compass administrator interface.
• Profiler Scheduling Tips -- Describes factors that influence decisions on when to schedule the activation of the Profiler.

• Managing the Profiler -- Immediately activate or set up scheduled runs for the Profiler.
• Managing My Compass Users -- Obtain registration information about users and change their registration status.
• Purging Personal News Pages -- Remove old My Compass newsletters from users' personal news pages.
• Upgrading to grapeVINE for Compass Server -- Upgrade to grapeVINE for Compass Server.

Managing the Profiler comprises the following tasks:

• Configuring the Profiler Schedule
• Immediately Activating the Profiler
• Configuring the Email Notification

As a general rule, always schedule the Profiler to run after the robot has completed its job. Note that you should schedule a time for the robot to start as well as for it to stop. The Profiler should be scheduled to run after the time you have scheduled for the latter.

To configure the Profiler's schedule, using the Profiler Schedule Editor, follow these steps:

1. In the "Activate profiler daily at:" input boxes, select the hours and minutes when you want the Profiler to run by clicking the up and down arrows.

2. To exclude Profiler runs on weekend days, in the Exclude area, click the Saturday and/or Sunday checkboxes.

3. In the Schedule area, click the Activate radio button.

4. Click OK to save your schedule settings.

Some examples of when activating the profiler immediately would be beneficial are:

• After you have manually activated the robot or import agents
• If you want to have rated documents profiled
• For diagnosing potential problems

To set up email notification, in the Profiler Control Panel click the Yes button to the right of Allow Email Notification. In the Mail Undelivered Newsletters To box, type in an email address. Any undelivered mail from the Profiler (for example, if user's email address is incorrect) is returned to this address.

Managing My Compass Users

The Manage My Compass Users window (as shown in Figure 7.3) allows administrators to perform searches for users (user IDs, registered, unregistered, and invalid) so they can manage My Compass user registrations.

With the Managing My Compass Users panel, you can:

• Generate a list of all users at your site showing their registration status (registered, unregistered, invalid).
• Register and unregister users, both individually and as a group.
• Create or edit a user's Interest Profile preferences.
• Find and delete invalid registrations (My Compass registrations without valid user IDs, as when a user record is deleted from the Netscape directory but the Interest Profile was never removed).
• Find a specific user.

To check user registration information, follow these steps:

1. Click the pop-up menu next to "Find all" and select the type of users you want to find.

   You can search for unregistered users, registered users, and invalid users.

2. Click Find.

   A list of all the users matching your query appears.

Registering and Unregistering Users

• The administrator registers a user with the administration features described in this section.
• Users register the first time they click the My Compass button (if they have not been registered by the administrator). The Setup Wizard appears and walks them through the registration process.

NOTE: In both these situations, the user account must already exist containing basic details such as a user name, password, and email address. If the user account does not exist, use the Users and Groups button on the Netscape Administration Server to create user accounts, as described in Managing Netscape Servers.

1. Generate a list of users you want to register.

   You can use the procedure in Checking Subscriber Information to find the users. Figure 7.4 shows a typical list.

2. Click the checkbox next to each user in this list you want to register.

3. Set up Interest Profiles for each user by doing the following:
   1. Click the Unregistered link for each user to open the New Interest Profile form (similar to Figure 7.5) for that user.
   2. In the New Interest Profile form, type user preferences and click Save Changes to return to the list of users.
   3. Repeat this process for each new user.

4. Choose Register in the Action pop-up menu.

5. Click Submit to register the user(s) as My Compass users.

1. Perform a search for registered users.

   The process is described in Checking Subscriber Information. The result is a list of registered users, similar to the one in Figure 7.4.

2. Select the users you want to unregister.
   • To selectively register one or more users, click the checkbox for each user entry.
   • To register a group of users, click the Select All Users checkbox.

3. Choose Unregister in the Action pop-up menu.

4. Click Submit to unregister the user(s) as My Compass users.

5. Find and delete each user's profile setup information.

To delete an invalid registration, do the following:

1. Perform a search for invalid users.

2. From the initial Find list, select "invalid registrations."

3. Select the check box next to the invalid registration.

4. Select Unregister.

5. Click Submit.

You can find a user with the following options:

• Type the full name or user ID in the textbox and click Find.
• To find all users with accounts, type an asterisk (*) in the Find User textbox.
• In the field, "Find all users whose," click the arrows to select specific criteria about the user and click the Find button. The available options are described beneath Figure 7.4.

1. Search for the user whose profile you want to edit.

   This process is described in Finding a Specific User.

2. In the Search Results window, click the Registered link to access the Interest Profile.

3. Modify the user's Interest Profile and click Save Changes.

Upgrading to grapeVINE for Compass Server

My Compass Administrator's Reference

To access the administration forms for My Compass, do the following:

1. Access the Server Manager for the Compass Server.

2. Click the My Compass button to access My Compass administrative features.

• Profiler Schedule Editor -- Allows you to schedule the Profiler.
• Profiler Control Panel -- Allows you to immediately activate the Profiler and configure email settings.
• Managing My Compass Users -- Allows you to search for users so you can manage your site's My Compass users.
• Purge Personal News Pages Form -- Allows you to manage users' Personal News Pages.
• Log -- Allows you to check administrator log files.
• Upgrade to grapeVINE for Compass Server Form -- Allows you to upgrade to grapeVINE for Compass Server.

Figure 7.1    Profiler Schedule Editor

The elements of the Profiler Schedule Panel are:

Element	Description
The schedule is currently On/Off	Provides the On/Off status for the Profiler scheduler.
Activate Profiler daily at:	Selects the start time for Profiler runs. Click the down arrows to set the hour and minute.
Exclude: Saturday/Sunday	Click the checkbox to exclude Profiler runs on either day.
Schedule: Activate/Deactivate	Click Activate to activate scheduling setup or Deactivate to ignore scheduling setup.

Profiler Control Panel

Figure 7.2    Profiler Control Panel form

The elements of the Profiler Control Panel form are:

Element	Description
Activate Profiler Now button	Click to start the Profiler.
Allow email notification	Click Yes to allow newsletters to be sent by email or No to deactivate email notification.
Mail undelivered newsletters to	Type in the email address where undelivered newsletters should be sent.

Manage My Compass Users Form

Figure 7.3    Manage My Compass Users form

The elements of the Manage My Compass Users form are:

Element	Description
Find all	Use the down arrow to select the type of My Compass users you want to find. Available options are: · unregistered users · registered users · invalid users
whose user ID	Click the down arrows to select search options for the user ID. The search options are: · contains · is · isn't · sounds like · start with · ends with
blank text box	The blank text box allows you to type in specific user ID.
Find button	Click to start a search for the selected criteria.

Example Search Results Form

Figure 7.4    Example search results form

The columns in the above listing and their meanings are:

Element	Description
Return to Manage My Compass Users Screen button	Returns to the screen shown in Figure 7.3.
checkbox (to the left of Registration Status)	Click to select the user or click again to deselect the user.
Registration Status	Shows the My Compass user registration status. Options are: · Registered - a registered My Compass user (Clicking this link opens the Interest Profile for the user so you can modify profile elements. See Figure 7.5.) · Unregistered - an unregistered My Compass user (Clicking this link opens a new Interest Profile for the user so you can create a user profile.) · Invalid - a user without a valid user ID
Name	First and last name of the user.
User ID	Login name of the user.
Select All Users checkbox	Click to select all the listed (found) users.
Action	Click the down arrow to select a registration action. Available options are: · Register - register as a My Compass user · Unregister - remove My Compass user account
Submit button	Click to activate registration requests.

Interest Profile Form

Figure 7.5    Modify Interest Profile form

Element	Description
Active/Inactive	Click the down arrow to select My Compass registration status. Options are: · Active - Activates (initializes) My Compass for the user. · Inactive - Turns off My Compass for the user.
Receive newsletters via email	Click the down arrow to select Yes (send newsletters with email) or No.
Email newsletter type	Select either HTML (recommended) or Plain Text (if your mail program does not support HTML).
Number of matches per subscription	Type in the maximum number of matching documents to send per subscription.
Next Profiler run will process documents created	Lists the date the next Profiler ran. Accumulate documents from previous Profiler runs by typing in a number and clicking the down arrow to select days, weeks, or months. The Profiler includes in your next newsletter all documents during this interval.
Save Changes button	Click to save the changes made to this user's configuration.
Delete	Delete this user. Generally used to remove My Compass users when they have been removed from the Compass Server user's listing.

Purge Personal News Pages Form

Figure 7.6    Purge Personal News Pages form

Element	Description
text box	Type in the number of days for keeping newsletters.
OK button	Click to purge newsletters older than the specified number of days.

Upgrade to grapeVINE for Compass Server Form

Figure 7.7    Upgrade to grapeVINE for Compass Server form

Profiler Scheduling Tips

• Timeliness of data - your users will want to be notified as soon as possible after new data has been entered into the Compass Server. Try to schedule Profiler runs to run after times when major Compass Server updates have taken place (that is, after robot runs that bring back new data from the various web servers). For instance, you may want to schedule the Profiler run to take place in the early hours of the morning after completion of overnight robot runs.
• Server and network impact - The Profiler is a CPU-intensive process that could take several minutes to complete (depending on the volume of new data in the database and the number of newsletters it needs to generate). It could also generate a high volume of mail traffic. You should try to schedule it to run during hours of minimal network traffic and server usage to minimize any potential disruptions on your network or server slowdowns. Avoid coinciding with robot runs (that is, schedule the Profiler for after robot runs, not during).

• The data in the Compass Server is updated during weekends and users need to know immediately.
• Even if users do not need immediate updates, if there are high-volume data updates in the Compass Server during weekends, it may be better for the Profiler to process these and generate multiple newsletters over the weekend rather than a single large one on Mondays. Note also that this is particularly important as the Profiler always returns only the first 20 matches it finds for each subscription in each users' Interest Profile.

Last Updated: 02/12/98 13:34:32