OZP V2.0.0.0 RC2 User's Guide

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User & Steward Guide
November 30, 2015
Version: 10.0.0.1
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OZONE User and Steward Guide
Contents
1 Introduction .............................................................................................. 3
Introduction ...................................................................................................................... 3 1.1
1.1.1 Overview..................................................................................................................................... 3
Global Toolbar................................................................................................................... 3 1.2
1.2.1 Notifications .............................................................................................................................. 4
1.2.1.1 Dismissing notifications ................................................................................................................ 4
1.2.2 Help ............................................................................................................................................. 4
1.2.3 Main Menu .................................................................................................................................. 4
1.2.3.1 Personalize ..................................................................................................................................... 5
1.2.3.2 Create .............................................................................................................................................. 5
1.2.3.3 Manage ........................................................................................................................................... 6
1.2.3.3.1 Listing Management Page for a User .................................................................................... 7
1.2.3.3.2 Listing Management Page for an Org Steward .................................................................. 8
1.2.3.3.3 Listing Management Page for Center Steward .................................................................. 0
2 HUD (Heads up display) ........................................................................... 2
HUD Overview .................................................................................................................. 2 2.1
Accessing HUD .................................................................................................................. 2 2.2
Listing Actions from HUD ................................................................................................ 3 2.3
2.3.1 Manage your listings from HUD............................................................................................... 3
2.3.2 Group Bookmarks by Folder ..................................................................................................... 3
2.3.2.1 Create a Folder .............................................................................................................................. 3
2.3.2.2 Name Your Folders ........................................................................................................................ 4
2.3.2.3 Remove Listings from a Folder .................................................................................................... 4
2.3.2.4 Open or Share your Folder ........................................................................................................... 4
3 Webtop ...................................................................................................... 5
Webtop Overview ............................................................................................................ 5 3.1
Accessing Webtop ............................................................................................................ 5 3.2
Actions in Webtop ............................................................................................................ 5 3.3
3.3.1 Using the Lower Toolbar .......................................................................................................... 6
Adding Listings to Webtop ............................................................................................. 7 3.4
3.4.1 Maximize, Minimize, Close Listings on Webtop ..................................................................... 7
Dashboards ....................................................................................................................... 8 3.5
3.5.1 Create a Dashboard .................................................................................................................. 8
3.5.2 Edit or Delete a Dashboard ...................................................................................................... 9
4 Center ........................................................................................................ 9
Center Overview ............................................................................................................... 9 4.1
Listings: View, Create, Edit ............................................................................................ 11 4.2
4.2.1 Definition ..................................................................................................................................11
4.2.2 Listing Short View ...................................................................................................................11
4.2.3 Listing Detailed View ..............................................................................................................12
4.2.3.1 Overview Tab ............................................................................................................................... 13
4.2.3.2 Reviews Tab.................................................................................................................................. 14
4.2.3.3 Details Tab .................................................................................................................................... 14
4.2.3.4 Resources Tab .............................................................................................................................. 15
4.2.3.5 Administration Tab ...................................................................................................................... 15
4.2.4 Create a Listing ........................................................................................................................16
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4.2.5 Fields on the Create/Edit Form ..............................................................................................17
4.2.5.1 Basic Listing Information ............................................................................................................ 17
4.2.5.2 Resources ..................................................................................................................................... 20
4.2.5.3 Graphics ........................................................................................................................................ 21
4.2.5.4 Owners & Contacts ...................................................................................................................... 23
4.2.6 Edit a Listing.............................................................................................................................24
4.2.7 Review or Rate a Listing .........................................................................................................24
4.2.8 Search .......................................................................................................................................24
5 Content Steward Guide ......................................................................... 25
Define Content Steward Roles ..................................................................................... 26 5.1
Listing Management Page ............................................................................................ 26 5.2
5.2.1 Listing Management Table View ...........................................................................................27
5.2.1.1 Use the Listing Management Table .......................................................................................... 28
5.2.1.2 Customize the Listing Management Table View ..................................................................... 28
Manage Listings .............................................................................................................. 29 5.3
5.3.1 Org Steward Listing Approval Instructions ..........................................................................29
5.3.2 Center Steward Listing Approval Instructions .....................................................................31
5.3.3 Feature Flag .............................................................................................................................32
Center Manager .............................................................................................................. 33 5.4
Center Settings ............................................................................................................... 34 5.5
5.5.1 Center Settings: Add/Edit/Delete ..........................................................................................35
5.5.1.1 Categories .................................................................................................................................... 35
5.5.1.2 Contact Types .............................................................................................................................. 36
5.5.1.3 Intents ........................................................................................................................................... 37
5.5.1.4 Organizations ............................................................................................................................... 38
5.5.1.5 Stewards ....................................................................................................................................... 39
5.5.1.6 Notifications ................................................................................................................................. 40
5.5.1.6.1 Cancel a Notification .............................................................................................................. 41
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1 Introduction
Introduction 1.1
1.1.1
Overview
OZONE is an ecosystem of software that enables users from numerous organizations to
share data and manipulate it solely within browser memory. It comprises three specific
products that interact with each other. Also, OZONE includes an inter-widget
communication (IWC) component that enables its widgets to communicate solely within
the browser—without sending data to and from servers. Each product performs a
specific task:
HUD – An organizational display that houses applications users find in Center
and want to store in their local environment, much like a bookmark in an
Internet browser window, see section 1.2.3.3.3.
Center – A store—compared to a commercial application store like Apple’s
App Store or Google Play—use it to search for and bookmark applications to
use in your instance of OZONE.
Webtop – The framework where applications run and interact with each
other. Webtop creates an environment where OZONE compatible
applications can share a virtual network and core services that solely exist
within the browser’s memory.
IWC – The technology widgets use to communicate with each other within a
browser without sending data back to their respective servers.
Note: Use the following resources to find developer-related information in the IWC Guide and
configurating OZONE using the Developers Guide.
Global Toolbar 1.2
The Global Toolbar appears at the top of each product in the OZONE family. Use it to
navigate between HUD, Center and Webtop. From the toolbar, you can access your
settings and Help resources, see notifications or create a listing.
Figure 1: Global Toolbar
A blue Global Toolbar icon signifies which part of OZONE you are viewing and alerts you
of unread notifications.
Each Global Toolbar icon is described:
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OZONE User and Steward Guide
-- HUD (Heads up display), see 2.1: HUD Overview.
-- Center, see section 4.1: Center Overview.
-- Webtop, see section 3.1: Webtop Overview.
-- Notifications, see section 1.2.1.
-- Help Content see section 1.2.2.
-- Main Menu see section 1.2.3.
1.2.1
Notifications
Notifications are located on the top-right side of the Global Toolbar. Center stewards
use them to alert users of upcoming events. If you have any unread notifications, the
changes to . When you click the notifications icon, notifications will display below
it:
Figure 2: Notifications
1.2.1.1 Dismissing notifications
Click the X in the upper-right corner of a notification to dismiss it. If notifications are not
dismissed by a user, they will disappear from the list when they expire.
1.2.2
Help
Click the to access system help. Stewards house documents and links to resources
there. If you need a help resource that isn’t available in the Help section, contact the
Help Desk from the link on the drop-down Main Menu.
1.2.3
Main Menu
The Main Menu is identified by three parallel, stacked, horizontal lines on the right side
of the Global Toolbar: . Among other things, the Main Menu allows you to access your
Profile, update your Settings and create or manage listings. The menu is described
below:
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Figure 3: Main Menu
1.2.3.1 Personalize
Personalize contains links to your personalized, account functions.
Bookmarks returns to the HUD which displays all listings that are linked to your
account.
Profile opens a window with your account information:
o Name
o Username
o Email
o A list of listings you own. Click a listing to open its Detailed Listing View in
Center.
Note: Owning a listing means you are responsible for it and probably created it.
To see listings that you added from the Store, click Bookmarks.
1.2.3.2 Create
The Create section relates to the development of applications and their submission to
Center.
Submit a Listing takes you to the Listing Create/Edit Form. Completing the form
allows you to submit listings to Center. For instructions see section 4.2: Listings:
View, Create, Edit.
Developer Resources opens a website selected by a Center steward.
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1.2.3.3 Manage
As a user, the Manage section displays information about listings you own. Stewards
will see additional settings related to administering listing in their organization; Center
stewards can access system settings from this drop-down.
Figure 4: Listing Management Page
Listing Management displays different information for different users. The
following sections explain each field as it relates to a user, org steward or
Marketplace steward.
Contact opens a portal to several feedback and help resources:
Figure 5: Contact Resources
o Contact Help Desk your administrator will configure this setting to open an email to
your IT support team or send you directly to a form to request IT support.
o Submit a Request allows you to suggest new features
o Give Feedback your administrator will configure this setting to open an email or
contact form that sends your message to the people whom gather requirements
about the system. If it is not configured, contact your org steward.
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o Connect With Us links to popular social media feeds about OZONE
1.2.3.3.1 Listing Management Page for a User
Figure 6: Listing Management for a User
As a user, you see all the listings that you own (including active, disabled and draft listings);
the Recent Activity tab describes changes to listings you own; and the State panel on the
left side provides an overview on the status of your listings. The statuses include:
o All – Listings you own in the system
o Published – Listings that are approved by Center and organizational stewards in the
system (this number includes listings that are Disabled)
o Needs action -- Listings returned from a steward. To see the reason a listing was
returned, click the arrow in the upper-right corner of the listing and select Read
Feedback:
Figure 7: Listing Actions drop-down
o Pending – Listings waiting for approval from a steward
o Draft – Listings that you have not yet submitted for approval
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o
1.2.3.3.2 Listing Management Page for an Org Steward
As an org steward, you see multiple tabs on the Listing Management screen:
The Recent Activity tab displays changes to all listings you oversee.
The My Listings tab displays listings you own.
The organizational tab displays listings that you oversee for a specific organization.
All the organization’s listings appear there.
Figure 8: Org Steward: Tabs on Listing Management Page
Figure 9: Org Steward: Left-Panel on Listing
Management Page
The left-side State panel provides slightly
different information than a user’s left-side
panel:
State
o All – Listings you oversee as a
steward
o Published – Listings that are
approved by Center and
organizational stewards within your
organization (this number includes
listings that are Disabled)
o Needs action –Listing waiting for
your approval. For instructions
regarding approving or returning
listings see 5.3: Manage Listings.
o (Pending) Org approved – Listings
waiting for Center steward approval
o Returned – Listings returned to their
owners
o Draft – Listings in the system that
have not yet been submitted for
approval
Enabled
o The Enabled section which allows
them to filter by Enabled and
Disabled listings (For information
about Enabled and Disabled listings
see 5.3: Manage Listings)
Also, Org Steward and Center Stewards have two display options—grid or table view.
For information about the Table View, see 5.2.1: Listing Management Table View:
Figure 10: Grid or Table View Selector
1.2.3.3.3 Listing Management Page for Center Steward
If you are the Center Steward, all listings in the system appear under the Marketplace
tab:
Figure 11: Center Steward: Tabs on Listing Management Page
As a Center steward, you see multiple tabs on the Listing Management screen:
The Recent Activity tab displays changes to all listings you oversee.
All Marketplace (Center) Listings displays all listings in the system.
The organizational tab displays listings that you oversee for a specific
organization. All the organization’s listings appear there. (You will only see this
tab if you are an org steward.)
The My Listings tab displays listings you own.
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Figure 12: Center Steward: Left-Panel on Listing Management Page
The left-side State panel provides slightly different information than a user’s or org
steward’s left-side panel. A Center steward’s state panel includes:
State
All – Listings you oversee as a steward
Publish – Listings that are approved by Center and organizational stewards
within your organization (this number includes listings that are Disabled)
Needs action – Listings waiting for your approval. For instructions regarding
approving or returning listings see 5.3.2: Center Steward Listing Approval
Instructions.
Pending, Org. – Listings waiting for your approval
Returned – Listings returned to their owners
Draft – Listings in the system that have not been submitted for approval
Organization
Center stewards can filter by organization.
Enabled
All stewards see the Enabled section which allows them to filter by Enabled and
Disabled listings (For information about Enabled and Disabled listings see 5.3.2: Center
Steward Listing Approval Instructions.
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Also, Org Steward and Center Stewards have two display options—grid or table view.
For information about the Table View, see Error! Reference source not found.: Error!
ference source not found.:
Figure 13: Grid or Table View Selector
2 HUD (Heads up display)
HUD Overview 2.1
HUD is a repository for all listings that you bookmark in Center. From HUD, you can
quickly find, launch or get help relating to each listing. Also, you can remove the
bookmark from a listing.
Figure 14: HUD (User View)
Accessing HUD 2.2
You can access HUD two ways using the Global Toolbar:
Click the icon on the far-left side or click the icon on the far-right side and
select Bookmarks:
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Figure 15: Accessing HUD from the Global Toolbar
Listing Actions from HUD 2.3
From HUD you can open, get help or remove the bookmark for a listing. To open a
listing, click it. Use the drop-down listing menu to access listing help or remove the
listing from your HUD:
Figure 16: Drop-down listing actions menu
2.3.1
Manage your listings from HUD
If you own listings, information about those listings will appear in the My Listings
section of HUD. From there you can track activity related to those listings or switch to
your Listing Management Page which is explained in 1.2.3.3.1: Listing Management
Page for a User.
2.3.2
Group Bookmarks by Folder
Figure 17: Folders in HUD
2.3.2.1 Create a Folder
To make a folder:
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1. Click a listing and drag it over another listing. Release the listing to create a
folder.
2. Drag more listings into the folder to add them to it.
2.3.2.2 Name Your Folders
As shown in the image above, your first folder defaults to the name “New Folder.” To
change a folder name:
1. Double-click the folder name, which causes the textbox to highlight.
2. Type the new name in the textbox.
3. Click anywhere else on the screen; this action saves the new folder name.
2.3.2.3 Remove Listings from a Folder
To remove a listing from a folder:
1. Click once on the folder to open it.
2. Drag the listing from the folder. Expect it to disappear from the screen but not
your HUD.
3. When you close the folder (click the X), you will see the listing in your HUD—
separated from the folder as shown by the MusicBox listing in the image above.
2.3.2.4 Open or Share your Folder
Figure 18: Open or Share a Folder
To open all the grouped listings in a new dashboard:
1. Click once on the folder to open it.
2. Click Open all in new dashboard.
3. The listings will open in a new dashboard in your Webtop.
To share your folder:
1. Click once on the folder to open it.
2. Click Get Shareable Link, the link displays a long URL.
3. Copy the URL and share it or paste it into a new browser window. All the listings
from the folder will open in a new dashboard in Webtop.
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3 Webtop
Webtop Overview 3.1
In OZONE, Webtop is the framework where applications run and interact with each
other on one screen. Webtop creates an environment where OZONE compatible
applications can share a virtual network and core services that solely exist within the
browser’s memory.
Figure 19: Webtop
Accessing Webtop 3.2
You access Webtop from the Global Toolbar:
Click the icon on the left side of the Global Toolbar:
Figure 20: Accessing Webtop from the Global Toolbar
Actions in Webtop 3.3
This section explains how you do your work in Webtop. You will learn how to add
listings, create dashboards and configure your screen. We’ll start with a quick overview:
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Figure 21: Webtop Overview
3.3.1
Using the Lower Toolbar
Use the lower toolbar to add listings to a dashboard, switch dashboards and review
open listings.
Figure 22: Lower Toolbar in Webtop
Table 1: Lower Toolbar Descriptions
Action
Description
Opens a window that lists all listings that can function in Webtop
Opens access to your dashboards. From here, you can switch dashboards,
and create, edit or delete them.
Small icons that signify open listings on the dashboard.
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Action
Description
On desktop dashboards, the square icon moves all listings into a
cascading window format.
The arrows icon makes the Webtop full-screen (hiding both toolbars) or
switches from full-screen mode back to standard view (displaying the
toolbars). This icon appears on individual listings, too. Use it to make
them full-screen. Click the inverted arrow icon on the upper-right corner
of the listing to return it to its original size.
Adding Listings to Webtop 3.4
Any listing that you bookmarked in HUD that is compatible with Webtop will be
accessible to use from the lower toolbar in Webtop. To add a listing:
1. Click the in the lower-left corner.
2. A window will appear displaying all the Webtop-enabled listings. Select the ones
you want to add and click Open in new dashboard or Open.
Figure 23: Add listings to Webtop
Note: If you want to search Center for listings that you have not yet bookmarked, click
Find more apps at the top of the window.
3. The listing(s) will open in the dashboard and its/their small icon(s) will appear at
the bottom of the screen.
3.4.1
Maximize, Minimize, Close Listings on Webtop
You can maximize, minimize or close a listing using the action buttons:
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Figure 24: Maximize, Minimize and Close Listings
Table 2: Listing Actions Descriptions
Action
Dashboards 3.5
A dashboard is a screen where you organize your tools. It is your workspace to configure
listings and allow them to share information that is only saved in the browser, not
returned to each listing’s respective servers.
3.5.1
Create a Dashboard
You can create multiple dashboards with different configurations of listings. This makes
it possible to configure different dashboards for different tasks. You can use the same
listing on multiple dashboards. The dashboards can be in grid or desktop format. If you
edit the dashboard to change it from one format to the other, your listings will lose
their state (i.e. they will refresh and you will lose the data they are currently displaying).
Create a dashboard and add listings to it:
1. Click at the bottom-left side of Webtop’s lower toolbar.
2. Click + Create a new dashboard.
3. Type a Name and select if the dashboard will have a grid or desktop format.
4. Click Create Dashboard, the dashboard will automatically open.
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5. Now it’s time to add listings. Click the at the bottom-left side of the Webtop’s
lower toolbar.
6. All the Webtop-enabled listings will appear. Select the ones you want to use on
this dashboard and click Open.
3.5.2
Edit or Delete a Dashboard
After creating a dashboard you can change its name or view. However if you change its
view (from desktop to grid or grid to desktop), you will lose the state of the listings on
that dashboard. That means you will lose any data loaded in that dashboard when it
resets.
To edit a dashboard:
1. Click at the bottom-left side of Webtop’s lower toolbar.
2. Click the edit icon beside the dashboard that you want to change:
Figure 25: Dashboard edit icon
3. The edit window opens. Change the Name or View.
Note: If you change the view, you will lose the state of the listings on the dashboard.
4. Click Save Dashboard.
4 Center
Center Overview 4.1
Use Center to find the applications you need to do your work. You can explore it using
search, filters and categories or add your own listings.
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Figure 26: Search and Discovery Page
When you enter OZONE, the first thing you’ll see is the Search and Discovery Page. It
displays Featured, New Arrivals and the Most Popular listings. Use the categories on the
left to reduce the number of listings you see on the page. From the top of the page,
you can search for a listing and results will be returned based on listing name,
description, tags, etc. A complete description of listings and search follow.
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Listings: View, Create, Edit 4.2
4.2.1
Definition
Listing –Any software application or component that a user enters into Center is called
a “listing.” Like apps on smartphones, listings in Center contain various types of Web
content.
From Center, you can bookmark listings to your HUD or open them in a new browser
tab.
4.2.2
Listing Short View
On the Search and Discovery Page, you see each listing’s icon, name, rating and
organizational association. Hover over the listing to display its Short View.
Figure 27: Listing Short View
From the Listing Short View you can read a short description, open or bookmark a
listing:
Figure 28: Listing Actions
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4.2.3
Listing Detailed View
While the Listing Short View displays basic information, its Detailed View provides much
more information. Click inside the view to open the Detailed Listing View. Each tab is
described in this section:
Figure 29: Listing Detailed View
The listing’s header information and actions appear on each tab. Its header includes:
listing icon, name, rating, organizational affiliation and actions such as opening,
bookmarking and editing:
Figure 30: Listing Heading
Basic listing information:
Figure 31: Left-side Detailed Listing View Header
At the top of the listing’s Detailed View, you will see the listing’s:
- Icon
- Name
- Rating
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- Organizational association
Figure 32: Right-side Detailed Listing View Header
The right-side of the listing’s Detailed View houses three actions:
- Open in a new tab
- Add to your HUD
- Edit (if you are the listing owner)
- Close
4.2.3.1 Overview Tab
When you open the listing’s Detailed View you’ll see the Overview tab which includes
screenshots and the long description.
Figure 33: Overview Tab on the Listing’s Detailed View
Here’s what you should know about screenshots and the long description:
Screenshots – If there are more than one, use the arrows on the left or right to scroll.
Click the screenshot for a larger view of it. Close the expanded view using the x in the
upper-right corner. Scroll from one image to the next using the arrows on the right and
left.
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Long Description – This description can provide more content than the Short View. The
listing owner enters the description and the owner or a content steward can edit it.
4.2.3.2 Reviews Tab
Click the Reviews tab to add a comment or rating. Also, you can read other users’
comments and see how many users rated the listing. For instructions about writing or
editing a review see section 4.2.7: Review or Rate a Listing.
Figure 34: Review Tab on the Listing’s Detailed View
4.2.3.3 Details Tab
The Details tab displays important information about the listing. The owner and
stewards can edit it from the Create/Edit page. Descriptions of each field are included
in the Create a Listing section 4.2: Listings: View, Create, Edit.
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Figure 35: Details Tab on the Listing’s Detailed View
4.2.3.4 Resources Tab
The Resources tab links to information and people that support the app. Descriptions of
each filed are included in the Create a Listing section 4.2: Listings: View, Create, Edit.
Figure 36: Resources Tab on a Listing’s Detailed View
4.2.3.5 Administration Tab
The Administration tab only appears if you are the listing owner or a content steward.
From this tab, stewards approve or reject listings; make them visible or hide them from
Center (using the Enabled button) and decide if the listing will be featured in the
banner at the top of the Discovery Page. Stewards can find instructions about
administering listings in section 5.3: Manage Listings.
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Figure 37: Administration Tab on a Listing’s Detailed View
4.2.4
Create a Listing
Anyone can create a listing. Only stewards can approve them. This section explains how
to create a listing and it defines each field on the Create/Edit Listing Form.
To create a listing:
1. From the Global Toolbar, click the drop-down Main Menu.
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2. Select Submit a Listing
3. The Listing Create/Edit Form opens. To save the listing, you must enter a Name,
Type and Owner. At this point, you may save the listing without completing it. If you
do this, you can open it from your Profile and Listing Management.
4. Complete the listing. All fields are required unless marked optional.
5. Click at the top of the form to save. The save icon switches to a green
checkmark after saving.
6. To preview the listing, click .
7. When you are ready to publish the listing, click to notify the
Organizational Steward that the listing is ready for review.
Find steward approval instructions in section 5.3.1: Org Steward Listing Approval
Instructions.
8. After an organizational steward and Center steward approve the listing, it will
appear in Center.
4.2.5
Fields on the Create/Edit Form
The following fields appear on the Create/Edit Listing Form:
4.2.5.1 Basic Listing Information
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Figure 38: Create/Edit Listing Form – Basic Information
Field
Description
Additional information
Name
The name/title of the listing.
Names are not required to be
unique within the system.
Listing Type
The listing technology description
(e.g. Widget, Web Application).
Categories
The categories associated with the
listing used to group them.
Stewards can add and remove
categories as needed.
A listing can be associated
with multiple categories.
Tags
A list of user generated words used
to describe the listing.
- Tags influence search
Owners and stewards add
tags from the Create/Edit
Form.
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results.
- The tags appear on the
Details tab of the Detailed
View.
Full Description
This field can contain 4,000
characters. To make it easier for
users to determine the nature of
the listing, a succinct summary
should be captured in the first few
lines of the description.
The full description appears
on the Overview tab of the
listing’s Detailed View.
Short Description
This 100 character description
appears when a user hovers over a
listing on the Search and Discovery
Page.
This description can differ
from the full description.
Figure 39: Create/Edit Listing Form – Listing Details
Field
Description
Additional information
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Version Number
An identifier used to distinguish
one version from another.
This is a free text field.
Listing URL
The address where users can
access the listing
Usage
Requirements
A list of any required
dependencies
Example: This listing requires
Adobe Flash and functions best
on IE9 or newer browsers.
What’s New
(optional)
A message from the owner or a
stewards
Example: Some content
stewards enter release notes in
this space.
Intents
Intents are the instructions for
carrying out a listing’s intentions.
You can add existing intents from
the Create/Edit Listing Form.
There are three main aspects of
intents:
- Action
- Data Type
- Send/Receive
Webtop-enabled
Listings that functions in a
Webtop
If the listing in not Webtop-
enabled, it will only open in a
browser tab.
Singleton
Most applications can be added to
a Webtop multiple times. Some
cannot. If this listing should only
open once on a Webtop, check
the box to make it a singleton.
There are a number of reasons
to make a listing a singleton.
The most common one is
performance—opening more
than one instance of it will slow
the system.
4.2.5.2 Resources
Figure 40: Create/Edit Listing Form – Resources Section
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Field
Description
Additional information
Resources
(optional)
Links to tools that will help
people use the listing
Examples: User Guides,
reference sites
The next section of the form houses information about all the graphics in the listing. To
make the listing more useful, add graphics that help users understand what the listing
does and how to use it.
Note: Images must be smaller than 1MiB (1.048576 megabytes). Specific pixel size
restrictions appear on the Listing Create/Edit Form.
4.2.5.3 Graphics
Figure 41: Create/Edit Listing Form – Graphics
The following figure displays the large and small banner icons on the Search and
Discovery Page:
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Figure 42: Large and Small Banner Image Examples
Field
Description
Additional information
Small Icon
Used to identify the listing in
Webtop.
It appears at the bottom of Webtop
when a listing is opened.
Large Icon
Appears in the upper-left
corner of the listing’s
Detailed View
Small Banner
This icon appears on the
Search and Discovery Page in
the New Arrivals and Most
Popular sections. Also, this
icon appears in the search
results.
It is the most common view users
will have of a listing. See Figure 42.
Large Banner
When a listing is featured on
the Search and Discovery
Page, this icon appears.
See Figure 42.
Screenshots
Houses the images that
appear in the Overview tab
on the listing’s Detailed View.
You can add infinite screenshots.
The system asks for a:
- Preview Image
Appears on the Overview tab
- Full Size Image
Opens outside the Overview
tab after a user clicks the
Preview Image
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4.2.5.4 Owners & Contacts
The next section of the Create/Edit Form addresses owners and contacts. This
establishes who is responsible for the listing, who can see it in Center and who should
be contacted regarding it:
Figure 43: Create/Edit Listing Form – Owner & Contacts Section
Field
Description
Additional information
Associated
Organization
Use this field to identify
which organization will see
the listing in Center.
A drop-down list displays all
organizations.
Owners
Pre-populated with the name
of the person who creates
the listing, ownership can be
reassigned by typing a new
owner’s name in the owner
field on the listing page.
- To add more than one
owner, type the name of the
next owner after selecting
the first one.
- Only a listing’s owner(s) and
content stewards can edit
the listing.
Contacts
A field that can contain the
contact’s information that the
submitter wishes to enter
(e.g., email, phone).
- Click Add to associate more
than one contact with a
listing.
- The Center steward decides
if the field is optional or
required.
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4.2.6
Edit a Listing
Only listing owners and content stewards can change listings.
To edit a listing:
1. Click the listing icon to open the listing’s Detailed View.
2. From the top-right, click , this will open the Create/Edit Form.
3. Update the listing, then, click at the top of the form to save. The save
icon switches to a green checkmark after saving. The listing will update in the
system.
4.2.7
Review or Rate a Listing
Any user can add a comment or rating to a listing. Only content stewards and the
person who submits the Review can edit or delete it.
To submit a review:
1. Click the listing icon to open the listing’s Detailed View.
2. Click the Reviews tab.
3. Your review options are located on the right, enter a Star Rating and type a
comment in the Description field:
Figure 44: Review section of Detailed Listing View
4. Click Submit, your comment will be added to the listing Reviews and affect the
Star rating.
4.2.8
Search
There are a number of ways to find listings in Center. Remember that only Approved,
Enabled listings appear in search results. This section explains Center’s searching tools:
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Figure 45: Searching Tools
- Search box – The search box is located at the top of the Search and Discovery
Page. When you enter a search term, the system looks for your term in the listing
name, description, tags, etc.
- Categories – Groupings of listings determined by the owner or stewards, a
listing can be associated with multiple categories. When you click a category on
the left panel, only listings associated with that category will appear on the page.
If you select multiple categories, only listings associated with all of the selected
categories will appear.
- Types – Located at the upper-right side of the Search and Discovery Page, click
the checkbox beside the Types you want to display. Only the listings of the
selected Types will appear in the filtered list. Owners determine listing Type.
- Organizations – If you are a member of more than one organization, you can
filter by organization using this field which is located on the upper-right side of
the Search and Discovery Page.
5 Content Steward Guide
Content stewards are the gatekeepers. They oversee all listings in Center. Before
listings are available for users to find and use, an organizational content steward and a
Center content steward must approve them.
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Define Content Steward Roles 5.1
- Center content steward – People with this role have two main functions.
They must approve every listing and enable or disable them. Also, they
administer the system. Administering the system includes making new
Categories, Listing Types, etc., and sending notifications.
- Organizational content steward – Every organization has at least one
organizational content steward or “org steward.” The org steward must
approve listings before sending them to a Center steward for final
approval. Org stewards can approve listings or send them back to their
owners for updates. Also, they can edit or delete reviews.
Listing Management Page 5.2
Stewards can see every listing in their organization from their Listing Management
page. To access this page, click the drop-down Main Menu on the right side of the
Global Toolbar and select Listing Management:
Figure 46: Listing Management
Note: Another way to access Listing Management: Use the Listing Management link in the My
Listings section of your HUD.
All users, including stewards, see My Listings when the Listing Management page
opens. Only listings you own appear on the My Listings tab. To see all the listings you
oversee as an org steward, click the Org Tab:
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Figure 47: Listing Management Org Steward Tab
Center stewards have an additional tab that lists all listings in the store. From the org
steward or Center steward tabs, you can Edit, View or Delete a listing. To
Approve/Reject or Enable/Disable, see 5.3: Manage Listings.
5.2.1
Listing Management Table View
Figure 48: Table View: Listing Management
From the steward management tabs, you can switch to a table view by clicking the
button on the upper-left side of the state panel (circled in Figure 48). To switch back to
the standard listing management view, click located at the top-left of the State
panel.
The table view lists:
Name – links to the listing
Owner – links to the owner’s profile
Comments – lists the last comment from the change log
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Status
Updated date
Enable/Disabled status
Featured status – to feature a listing or remove it from the featured listings,
check or uncheck this field
List of Actions – Click the edit, feedback (to read why a listing was returned),
view or delete actions to update or review the listing:
Figure 49: Listing Actions
5.2.1.1 Use the Listing Management Table
From the table view, stewards can:
Export the list of listings to Excel
Preview a listing by clicking its Name—from here you can publish pending
listings using the Administration tab.
See the listing owner’s profile by clicking their name.
Read the last entry in the listing’s change log (entered in the comments field)
Center stewards can feature a listing by checking it
o To stop using a listing as a Featured Listing on the Search and Discovery
Page, uncheck it.
o Org stewards cannot change the featured field.
Edit, review feedback comments, view or delete a listing from the Actions
column.
5.2.1.2 Customize the Listing Management Table View
You can hide columns on the Listing Management Table using the .
Figure 50: Display/Hide Columns on the Listing Management Table
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To customize your table view:
1. Click which is located to the left of the search box (shown in Figure 50).
2. To make a column appear on the table, check the box next to its name on the list.
To hide a column, uncheck the box next to its name:
Figure 51: Column Settings on the Listing Management Table
3. If you only want to change the immediate appearance of the table, you’re done.
To save the column changes for future viewing, click Save Grid State. The menu
will disappear and column changes should remain each time you open the table.
Manage Listings 5.3
Before users can find and bookmark listings from Center, an org steward and Center
steward must approve the listings as described in the following sections.
5.3.1
Org Steward Listing Approval Instructions
After a user submits a listing, the org steward must approve it, and then a Center
steward must approve it.
To approve a listing as an org steward:
1. Open the Needs action page. To do this, click the drop-down Main Menu and
select Listing Management. Click Needs action from the State panel on the left:
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Figure 52: Needs Action link of Listing Management Page
2. Listings that need approval appear here. Click a listing to open its Detailed View.
3. After reviewing the listing, click the Administration tab.
4. On the left-side, click Approve or Return to Owner:
Figure 53: Administration tab on the Detailed Listing View
a. If you approve the listing, it moves into the Center steward’s queue and
you’re done. After the Center steward approves the listing, the owner or
the Center steward can enable or disable it. When enabled, it will appear
in search results and be available for any user to bookmark it.
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b. If you click Return to Owner, type instructions explaining how the user
should update the listing before they resubmit it. Then, click Return to
Owner. The listing will move out of your queue until the owner resubmits
it.
5. After a Center steward approves the listing, you can Enable or Disable it from the
Administration tab on the listing’s Detailed View.
a. Enabled listings are returned in search results and available for any user to
bookmark them.
b. Disabled listings remain in the system but only stewards and the owner
see them.
5.3.2
Center Steward Listing Approval Instructions
Center stewards must approve all listings in the store. All Center listings appear on a tab
on a Center Steward’s Listing Management page:
Figure 54: All Marketplace Listings tab
After an org steward approves a listing, the Center steward must:
1. Open the Needs action page. To do this, click the drop-down Main Menu and
select Listing Management. Click Needs action from the state panel on the left:
Figure 55: Needs Action link on Center Steward’s Listing Management Page
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2. Listings that need approval appear on the Needs action page. Click a listing to
open its Detailed View.
3. After reviewing the listing, click the Administration tab.
4. On the left-side, click the Approve or Return to Owner:
a. If you approve the listing, the listing is automatically Enabled and it will
appear in search results and be available for download.
b. If you click Return to Owner, type instructions explaining how the user
should update the listing before resubmitting it. Then, click Return to
Owner. The listing will move out of your queue until it is resubmitted and
approved by an org steward.
5. As a Center steward, you have to make two more decisions:
a. Enabled – Makes the listing visible to all users, i.e., it appear on the Search
and Discovery Page and is searchable.
b. Featured – Activating the Featured button adds the listing to the group of
Featured Listings that scroll across the top of the Search and Discovery
Page see 5.3.3: Feature Flag.
Figure 56: Administrative controls on a listing’s Detailed View
5.3.3
Feature Flag
Center stewards control the Featured Listings on the Search and Discovery Page. To add
a listing to the group of Featured Listings:
1. Open a listing’s Detailed View by clicking the listing icon.
2. Click the Administration tab.
3. Click the Featured control to activate it:
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Figure 57: Activated Featured Flag
4. When the Featured control is activated, the listing appears in the Featured
section of the Search and Discovery Page:
Figure 58: Featured Listing on the Search and Discovery Page
Center Manager 5.4
The Center Content Steward has two roles:
1. Oversee all listings in Center see 5.3: Manage Listings
a. Approve or reject listings
b. Enable or disable listings
c. Select which listings will be featured on the Search and Discovery Page
2. Configure and administer Center (explained in section 5.5)
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a. Add, edit and delete Center Settings including Categories, Contact Types,
Intents, Organizations and Stewards
b. Send system-wide Notifications
Center Settings 5.5
The Center steward manages configurable aspects of the store. He or she adds,
modifies and deletes new fields on the Listing Create/Edit Form; monitors
organizational stewards and sends system-wide notifications. This section explains how
to add, edit and delete fields on the Listing Create/Edit Form.
To access the Center Settings window:
1. Click on the right-side of the Global Toolbar.
2. Select Center Settings:
3. The Center Settings page will open to the Categories tab:
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Figure 59: Center Settings
5.5.1
Center Settings: Add/Edit/Delete
5.5.1.1 Categories
Categories can group listings by similar characteristics. They help people narrow their
search results on the Search and Discovery Page:
Figure 60: Categories location on the Search and Discovery Page
To create a category:
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1. Click the Add New button at the top of the Categories table:
2. The Create Category window opens. Give the category a Title and Description,
and then click Save.
3. The category will appear on the list of categories on the Center Settings page
and on the Search and Discovery Page.
To edit a category:
1. From the Categories tab on the Center Settings page, click the category that you
want to edit.
2. The Edit button will become active, click it.
3. The Edit Category window will open, make your change and click Save.
4. The change will appear on the list of categories on the Center Settings page and
on the Search and Discovery Page.
To delete a category:
1. From the Categories tab on the Center Settings page, click the category that you
want to delete.
2. The Delete button will become active, click it.
3. A confirmation window appears, click Delete:
4. The category will be removed from the list of categories on the Center Settings
page and on the Search and Discovery Page.
However, if the category is associated with a listing, it cannot be deleted. To delete
the category you have to remove its association with all listings. Edit each listing
using the Create/Edit Form.
5.5.1.2 Contact Types
Contact Types identify designated contact people. The information appears on the
Resources tab of the listing’s Detailed View:
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Figure 61: Contact information on the listing’s Detailed View
To create a Contact Type:
1. Click the Contact Types tab on the Center Settings page.
2. Click Add New at the top of the table:
3. The Create Contact Type window opens. Give the contact type a Title and check
Required if the field is required for listing submission.
4. Click Save.
- The contact type will appear on the list of contact types on the Center
Settings page.
- It will be a drop-down choice on the Contacts section of the Listing
Create/Edit Form.
- If the contact type is required, it must be populated when anyone edits an
existing listing.
To edit a contact type:
1. From the Contact Types tab on the Center Settings page, click the contact type
that you want to edit.
2. The Edit button will become active, click it.
3. The Edit Contact Type window will open, make your change and click Save.
4. The change will appear on the list of contact types on the Center Settings page
and on the Listing Create/Edit Form.
To delete a contact type:
1. From the Contact Types tab on the Center Settings page, click the contact type
that you want to delete.
2. The Delete button will become active, click it.
3. A confirmation window appears, click Delete.
4. The contact type will be removed from the list of contact types on the Center
Settings page and on the Listing Create/Edit Form.
5.5.1.3 Intents
Intents are the instructions for carrying out a listing’s intentions. Intents comprise an
Action (graph, view, edit, etc.), a Data Type (HTML, text, image, etc.) and a Send/Receive
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request. You can associate this action or data type with an icon. However, this
information is only metadata used as a placeholder. For any intent to function, a
developer has to code the actual function into the listing.
From the Intents tab on the Center Settings page, you can create an intent placeholder
that will appear on the Listing Create/Edit Form.
To create an Intent placeholder:
1. Click the Intent tab on the Center Settings page.
2. Click Add New at the top of the table.
3. The Create Intent window opens. Populate the following fields:
a. Label – Explain what the intent does. This label will appear in the drop-
down list when a user chooses an intent on the Listing Create/Edit Form.
b. Action – Describe the intent in 64 characters.
c. Type – Describe the intent in 64 characters.
Ex: application/json, application/custom-type, etc.
d. Icon – Attach an image that will appear when anyone uses the intent.
Think of this like the icon that appears on a smart phone when you decide
to open an address and the system prompts you to open that address in a
browser or a mapping app.
4. Click Save.
a. The intent will appear on the list of intents on the Center Settings page.
b. It will be a drop-down choice in the Intents section of the Listing
Create/Edit Form.
To edit an intent Label or Icon:
1. From the Intents tab on the Center Settings page, click the intent that you want
to edit.
2. The Edit button will become active, click it.
3. The Edit Intent window will open, make your change and click Save.
Note: You cannot edit the intent Action and Type after it is created.
The change will appear on the list of Intents on the Center Settings page and on
the Listing Create/Edit Form.
To delete an Intent:
1. From the Intents tab on the Center Settings page, click the Intent that you want
to delete.
2. The Delete button will become active, click it.
3. A confirmation window appears, click Delete.
The intent will be removed from the list of intents on the Center Settings page and on
the Listing Create/Edit Form.
5.5.1.4 Organizations
Center can filter listings by organizations.
To create an organization:
1. Click the Organizations tab on the Center Settings page.
2. Click Add New at the top of the table.
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3. The Create Organization window opens. Enter a Title and Acronym or
Abbreviation that will appear on the listing’s Short View and Detailed View.
4. Click Save. After refreshing, the organization will appear as an option in the
Stewards drop-down. See the next section “Stewards” to learn how to associate a
steward with the new organization.
To edit an organization:
1. From the organization tab on the Center Settings page, click the organization
that you want to edit.
2. The Edit button will become active, click it.
3. The Edit Organization window will open, make your change and click Save.
4. The change will appear on the list of Organizations on the Center Settings page.
To delete an organization:
1. From the organizations tab on the Center Settings page, click the organization
that you want to delete.
2. The Delete button will become active at the top of the table, click it.
3. A confirmation window appears, click Delete.
The organization will be removed from the list of organizations on the Center Settings
page and on the Listing Create/Edit Form.
Note: An organization cannot be removed if it is associated with a listing.
5.5.1.5 Stewards
Stewards oversee listings in Center. They are the gatekeepers that approve, enable and
moderate listings. There are two kinds of stewards: Org Stewards who oversee specific
organizations and Center Stewards who oversee all listings and specific settings in the
store. At log-in, your system will determine your role as a user, org steward or Center
steward. When someone signs in as a steward, their name is added to the list of
Stewards in the Settings page:
Figure 62: Steward Management in the Settings Menu
Center stewards cannot add or delete stewards listed on the Stewards tab. However,
they can edit the organizations assigned to each steward.
To edit a steward’s assigned organization(s):
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1. From the Stewards tab on the Center Settings page, click the Display Name that
you want to edit.
2. The Edit button in the table header will become active, click it.
3. The Edit Steward window will open:
a. To remove an organization, click Remove beside the Stewarded
organizations drop-down field.
b. To add an organization, click Add and select the new organization from
the drop-down list.
4. Click Save, the change will appear on the list of Stewards on the Center Settings
page.
5.5.1.6 Notifications
Only Center Stewards can alert all system users via the Notifications feature.
This section explains how to send and delete notifications:
1. From the Center Settings page, click the Notifications tab.
2. Schedule and write the notification:
a. In the Expires At field, enter the date when you want the Notification
message to disappear from users’ drop-down notifications list on their
Global Toolbars.
By default, you enter the Expires At time in Zulu Time. It appears as the local time
zone time on each person’s Notifications tab.
b. Write the notification:
Figure 63: System Notification Form
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3. Click Send, the Notification will appear two places in the system:
Figure 64: Notification Locations
a. The list of Active Notifications on the right-side of the screen (all Center
Stewards will see it there).
b. Under the Notifications icon on the Global Toolbar (all users will see it
there). Users can click the X in the upper-right corner of the notification to
dismiss the notification or wait for the notification to expire, at which
point it will be removed from their list.
5.5.1.6.1 Cancel a Notification
Any Center Steward can cancel a notification:
1. From the Notifications tab on the Center Settings window, click the remove icon
beside the Active Notification
Figure 65: Remove Icon on Active Notification
The notification will be removed without a confirmation message. It will be removed
from users’ Global Toolbars when they refresh their page.

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