THE DOKEOS ADMIN MANUAL · dokeos® e-learning made easy DEFINITION OF THE ROLES To help you...

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dokeos® e-learning made easy THE DOKEOS ADMIN MANUAL The ICT Manager's reference manual Manage users, courses and sessions Customize look and feel Finetune portal settings Define security policies Organize the training catalog © Dokeos, 2014, Creative Commons ATTRIBUTION- NONCOMMERCIAL-NO DERIVATIVES 1

Transcript of THE DOKEOS ADMIN MANUAL · dokeos® e-learning made easy DEFINITION OF THE ROLES To help you...

Page 1: THE DOKEOS ADMIN MANUAL · dokeos® e-learning made easy DEFINITION OF THE ROLES To help you organize the role structure, Dokeos offers six affected roles with different responsibilities:

dokeos®e-learning made easy

THE DOKEOS ADMIN MANUAL

The ICT Manager's reference manual

• Manage users, courses andsessions

• Customize look and feel

• Finetune portal settings

• Define security policies

• Organize the training catalog

© Dokeos, 2014, Creative Commons ATTRIBUTION-

NONCOMMERCIAL-NO DERIVATIVES

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TABLE OF CONTENTS

The Dokeos Admin Manual...................................................................................................................... 1

Table of contents..................................................................................................................................... 2

Foreword................................................................................................................................................. 3

What is Dokeos ?................................................................................................................................ 3Structure of the manual...................................................................................................................... 3Memo: users in Dokeos....................................................................................................................... 5

Part 1....................................................................................................................................................... 8

Part 2..................................................................................................................................................... 11

Administration tools for the portal....................................................................................................11Chapter 1: General Configuration.....................................................................................................14......................................................................................................................................................... 64

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ÎNTRODUCTIONWHAT IS DOKEOS ?

Dokeos is an online software solution for distance learning (or e-learning suite), self-explaining and easy to use. Whether you are trainers, learners, training audience, with Dokeos you will find all the tools to organize courses.

Dokeos allows trainers to focus on creating scenarios and content by freeing them of any technical aspect. Dokeos lets you express your creativity to develop attractive, interactive and multimedia courses. Dokeos is also available for users of collaborative tools: videoconferencing, forums, blogs, wiki...

In addition to this ease of use, Dokeos has the great advantage being free software of whichthe source code is accessible and can be modified or adapted for more specific needs.

STRUCTURE OF THE MANUAL

Each part of this manual, illustrated with screenshots, will guide you to understand the various administration tools offered by Dokeos.

This manual comprises six distinct parts:

• The first part (page Error: Reference source not found and following) presents the actions to be carried out immediately after installation of the portal, to ensure the safety and to choose its operating mode: classes or sessions.

• The second part (page 8 and following) attempts to describe the administration tools of the portal.

• The third part (page Error: Reference source not found and following) presents the administration tools to manage users.

• The fourth part (page Error: Reference source not found and following) presents the administration tools to manage courses.

• The fifth part (page Error: Reference source not found and following) describes the functions of sessions.

• The sixth part (page Error: Reference source not found and following) describes the functions of classes.

Certain parts, or chapters, contain a heading « tips and tricks ». These « tips and tricks » are mainly intended to reflect on how to implement the tools in the context of a course or a company.

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USERS IN DOKEOS

To help you organize the profile structure, Dokeos offers several profiles: from Human Resources Manager (Supervisor) to Learner (or trainee).

Example of situation: we are a multinational.

Alice is starting a project. She has the rights of HR Manager (Supervisor) and acts as project manager, supervising the processes and the progress of the courses in the Reporting tool.

Paul is the System administrator. He imports lists of users in the system or connects them to the LDAP directory of the company.

The company has 3 centers: in London, New York and Shanghai. In the center of Shanghai, Ping is the local HR manager. He has the Administrator rights of sessions and registers the employees to the sessions.

A series of authors (located in the 3 centers) produce and import courses. They have the rights of Trainer.

Chang is Coach in Shanghai. He supervises 30 people on this site in the course session Hiver 20008, Shanghai New Recruits.

Tien-Mu is a new employee. He is registered in Dokeos with the rights of Learner and takes part in the course activities.

To modify a profile, log in as System Administrator, enter Administration and search for the name of theuser. Access information attached to the user by clicking the pencil icon and change the rights by usingthe « Profile » drop-down list.

To approach the administration of the portal, you must keep in mind the roles and rights associated with the users.

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DEFINITION OF THE ROLES

To help you organize the role structure, Dokeos offers six affected roles with different responsibilities:

• Learner

• Tutor (this profile appears only with the creation of sessions: he is the person in charge of a session and

• ensures the reporting

• Trainer

• Human Resources Manager (Supervisor)

• Sessions administrator

• Platform administrator

ROLES AND RIGHTS

The description of the rights of Sessions administrator and the Human Resources Manager (Supervisor) is achieved when these two roles are in their main function and they are not registered as a learner in a course.

Keep in mind that to be named Tutor of the session, a user must first have a Trainer role on the platform. The « Tutor » column below describes only the rights of the Tutor in the sessions, which has in addition the rights of a Trainer in his own courses.

Learn

er

Tuto

r

Train

er

HR

Man

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Sessio

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dm

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trato

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Pla

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Create a course

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Manage the interaction and production tools (6)

Use the interaction and production tools (6)

Create or import contents in the «Documents» tool (1) (6)

Exploit the administration tools of a course (Settings, Reporting and Backup) (6)

Register learners to a course (6)

Create sessions

Register learners in a session (2)

Add new courses to a session (2)

Get detailed reporting of the learners (3)(4) (3) (5)

(1) except within the framework of the « groups » tool, where the creation and/or import of documents are authorized in the groups tools

(2) except for sessions created by the platform administrator

(3) detailed reporting of learners registered to courses for which he is responsible

(4) detailed learners reporting of sessions where he is the tutor

(5) detailed learners reporting of sessions where he is the creator

(6) only in courses where he is the creator

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SETUPSELECTING A SECURITY STRATEGY

The « Security » tool on the section Portal > Configuration settings authorizes two function modes for the security of the server, against uploading files containing dangerous codes:

• Blacklist: black list is a filtering mode that makes it possible to remove (or rename) the files which

• extensions appear on a list set up by the administrator.• Whitelist: white list is a filtering mode that makes it possible to remove (or rename)

the files which • extensions do not appear in a list set up by the administrator. This method is

generally considered as more secure but more constraining than the blacklist.

If the second choice is more constraining, it does not make it much less secure. You will probably be contacted by certain trainers to authorize other types of files at the beginning of

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portal setup, but a few weeks after its startup, you will have listed all the files used by your organization on the portal and you will not be bothered any more.

ind the following:

lasses is detailed in parts 5 and 6 of this document.

Strategy of safety and operation in classes or sessions are to be set on the section Portal > Configuration settings of the administration interface. It is this part where the manual begins… Follow the guide!

PORTAL SETUP SWITCHES

The « Portal » section of the administrationinterface is where most settings lie. It allows:

• General configuration of the platform,including the

• modification of some of the parameterspreset at the time of the initial installationof the portal.

• The configuration of E-commerce catalogue.

• The configuration of the E-commercecredentials for

• payment option.

• Generating a full backup of the platform.

• The creation and the programmed display ofannouncements (news) intended for atarget group or all the users of the platform.

• The choice of the languages shown on the login page of the platform.

• The customization of the portal home page.

• Customizing the registration page for different users.

• Tracking (reporting) of courses and users.

• Keeping a global calendar allowing sending e-mail to all users of the platform.

• Adding templates for Quiz Certificates

• Changing the content of emails sent automatically from the platform e.g. after registering a new user on the platform or following the correction of a quiz by the trainer.

• Adding Terms & Conditions to registrations.

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PORTAL SETTINGSThe « Portal » tool on the section « Configuration settings » makes it possible to intervene on the general parameter settings described hereafter, via fields to be completed or check boxes. Please take into account that modifications are accepted only after clicking on the « Submit » button.

USERS SETTINGS

The « Users » tool on the « Configuration settings » section makes it possible to set relative information of the user, via fields to be completed or check boxes. Please take into account that modifications are accepted only after clicking on the « Submit » button.

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COURSES SETUP

The « Courses » tool on the section « Configuration settings » makes it possible to intervene mainly on the general presentation of the courses, via fields to be completed or check boxes. Please take into account that modifications are accepted only after clicking on the « Submit » button.

Type of information Setting Remarks

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Default category name Default category

Default hard disk space Field to be completed, value in

bytes 50000000

Quota of disk space available for course.

The administrator can override the quota for specific course through: Administration > Course > Create a course.

Group disk space available

Field to be completed, value inbytes

5000000Quota of disk space available for the « Groups Documents » tool.

Enable tool introduction No Yes If « yes » is selected, it gives

access to the internal editor to create an introduction at the header of each tool.

Default forum view Flat Nested Threaded

Manage the default display of new forums.

The responsible trainer can choose a different view for every individualforum.

Survey e-mail sender (no-reply)

Tutor email No-reply e-mail address Choose the e-mail address used by

the « Surveys » tool.

Show the courses descriptions in the catalog

No Yes If « yes » is selected, it will show

the courses descriptions as an integrated popup when clicking on a course info icon in the courses catalog.

Allow tutors to edit sessions

No Yes If « yes » is selected, it tutors are

allowed to edit session comments.

Go to the course directlyafter login

No Yes If « yes » is selected, a user will go

directly to the course after login, when the user is registered in the course.

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CONFIGURE THE TOOLS

The « Tools » tool on the section « Configuration settings » makes it possible to intervenemainly on the visible tools by default in the courses and the parameter setting of those, via fields to be completed or check boxes. Please take into account that modifications are accepted only after clicking on the « Submit » button.

Type of information Setting Remarks

Modules active upon course creation

Calendar Announcements Chat Course Description Documents Dropbox Forums Glossary Groups Modules Links Notebook Online Conference

Defines the visible tools by default during the creation of all new courses.

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Quizzes Assignments Surveys Users Wiki

Use a title for the document name

No Yes If « no » is selected, the name of

the file (without extension) will be used to name the document.

Deleted files cannot be restored

No (the files will be deleted from the application but will be manually recoverable by your server administrator)

Yes (the files will be deleted permanently and will not be recoverable)

Active online email editor

No Yes If « yes » is selected, an online

e-mail editor appears when clickingon an e-mail address.

Social network tool (Facebook-like)

No Yes The social network tool allows

users to define relations with other users and, by doing so, to define groups of friends. Combined with the internal messaging tool, this tool allows tight communication with friends, inside the portal environment.

Default view of the calendar

Day Week Month

The calendar has three basic views:month, week and day. Which view should be displayed when the calendar functionality is accessed?

Display action icons in the calendar?

No Yes Should the action icons (edit,

delete, visibility, export) appear in the month, week and day view of the calendar? These icons appear when hovering over an event.

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The « Editors » tool on the section « Configuration settings » makes it possible to set the functionalities of the internal editor via check boxes. Please take into account that modifications are accepted only after clicking on the « Submit » button.

Type ofinformation

Setting Remarks

Public pages compliance to WAI

No Yes For more information, please visit

the WAI (Web Accessibility Initiative,W3C) site: http://www.w3.org/WAI/

SCIImathML mathematical editor

No Yes If « yes » is selected, an additional

icon is installed in the editor. The SCIImathML Mathematical editor will be displayed when clicking on this new icon.

Block students copy and paste

No Yes Manages the possibility for students

to use or not the features to copy / paste in the group documents editor (enable / disable the context menu and keyboard shortcuts).

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Buttons bar extended No Yes If « yes » is selected, all the

toolbars of the editor is displayed when this is maximized.

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CONFIGURE SECURITY

The « Security » tool on the section « Configuration settings » makes it possible to intervene on the security level of the portal, via fields to be completed or check boxes. Please take into account that modifications are accepted only after clicking on the « Submit » button.

Type of information Setting Remarks

Type of filtering on document uploads

Blacklist Whitelist By default, filtering is set on

blacklist, which does not contain any file extension to be filtered.

If you maintain this type of filtering, make sure to populate the list of extensions to be removed (or renamed) on your server.

Blacklist - setting Field to complete Empty by default Separate the file extensions by

semicolons.

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Do not put dots in front of the files extensions.

All files, including those without extension are accepted on the server by default.

Upper and lower cases don’t matter.

Whitelist- setting Field to complete htm;html;jpg;jpeg;gif; png;swf;avi;mpg;mpeg; mov;flv;doc;docx;xls; xlsx;ppt;pptx;odt;odp;ods;

pdf

All files which extensions do not appear on the whitelist are removed (or renamed) systematically. Do not put dots in front of the files extensions.

All files without extension are accepted on the server by default. Upper and lower cases don’t matter.

Filtering behaviour (skip/rename)

Rename Remove If « Remove » is selected, the files

which extensions appear on the blacklist OR do not appear on the whitelist will be prohibited on the server.

If « Rename » is selected, the undesirable extensions will be replaced by another extension (see below), but nevertheless imported on the server.

Replacement extension Field to complete dangerous Replacement extension if the

selected filtering is «rename ».

Permissions for new directories

Field to complete 0777 The ability to define the

permissions settings to assign to every newly created directory lets you improve security against attacks by hackers uploading dangerous content to your portal. The given format uses the UNIX terminology of Owner-Group-Others with Read-Write-Execute permissions.

Permissions for new files Field to complete 0666 The ability to define the

permissions settings to assign to

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every newly created file lets you improve security against attacks by hackers uploading dangerous content to your portal.

The given format uses the UNIX terminology of Owner-Group-Others with Read-Write-Execute permissions. Attention, If you use Oogie, make sure that the user who launch OpenOffice can write files in the course folder.

OpenID authentification No Yes If « yes » is selected, an additional

login form is shown on the portal homepage.

Register users by tutor No Yes Enabling « yes » can be of interest

when the portal functions in Sessions.

Extend rights for tutor No Yes Enabling « yes » can be of interest

when the portal functions in Sessions. The tutor inherits the same rights as the trainer to use the production tools.

Type of information Setting Remarks

Extend rights for tutors on surveys

No Yes Enabling « yes » can be of interest

for the « Surveys » tool when the portal functions in Sessions.

Show the force passwordfeature

No Yes

Force password change Field to complete 0 If value is not 0, it forces the

user to modify his password after N successful logins.

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Increases the level of security in this case.

Force password change after first login

No Yes If « yes » is selected, the user

must change his or her passwordafter first login. Increases the level of security in this case.

Password rules CamelCase: Thepassword must containboth lower case andupper case characters.

The password mustcontain at least onenumber.

The password must containat least one symbol (ie anon-alphanumeric characterlike % ! €£ @ ).

The greater the number of checked boxes, the higher the security of passwords is required.

Password length Field to complete 6 Increases the level of security of

passwords in this case.

Lock user if the wrong password is given

Field to complete 0 If value is not 0, it indicates to

the server the number of login attempts is allowed before account is locked out.

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CONFIGURE THE COMMUNICATION WITH AN LDAP SERVER

The « LDAP » tool on the « Configuration settings » section makes it possible to set the communication with an LDAP server or a replicate server, via fields to be completed or checkboxes. Please take into account that modifications are accepted only after clicking on the « Submit » button.

Type ofinformation

Setting Remarks

Main LDAP server address

Field to be completed localhost For more information about the

configuration of LDAP server, please refer to the installation guide (paragraph 6: LDAP) contents in the installation file of Dokeos, while following the directory: dokeos-1.8.6.1 .zip \ dokeos-1.8.6.1\documentation \

Main LDAP server's port

Field to be completed 389

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installation_guide.html

LDAP domain Field to be completed dc=nodomain

Replicate server address

Field to be completed localhost

Replicate server's port

Field to be completed 389

Search term Field to be completed Empty

LDAP version LDAP 2 LDAP 3

Tutor identification field

Field to be completed employeenumber

Authentication login Field to be completed Empty

Authentication password

Field to be completed Empty

Tutor identification value

Field to be completed Empty

LDAP server type Default ldap server

(used on linux servers) MS Active Directory

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CONFIGURE « CAS » UNIQUE IDENTIFICATION

The « CAS » tool on the « Configuration settings » section allows you to use the SSO type CAS (Central Authentication Service) system, thus avoiding re-identifying at each connection to a new application. The setup is done via fields to be completed or check boxes. Please take into account that modifications are accepted only after clicking on the « Submit » button.

Type ofinformation

Setting Remarks

CAS Activation No Yes

See in the various fields the necessary information to connect tothe main CAS server.

Main CAS server address

Field to be completed Empty by default

Root location of your cas installation

Field to be completed Empty by default

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CAS Port Field to be completed Empty by default

CAS Protocol used CASV1

CASV2

SAML

User add by CAS activation

No Yes

XML field for user login Field to be completed Empty by default

XML field for user email

Field to be completed Empty by default

XML field for user firstname

Field to be completed Empty by default

XML field for user firstname

Field to be completed Empty by default

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CONFIGURE E-COMMERCE

The « E-Commerce » tool on the « Configuration settings » section allows you to set up the parameters for e-commerce payment and catalogue management. The setup is done via check boxes. Please take into account that modifications are accepted only after clicking on the « Submit » button.

Type ofinformation

Setting Remarks

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E-commerce payment type

None Atos Paypal

If « Atos» or « Paypal» is selected and « ShowCatalogue » is enabled for the portal (if «yes»is selected in Administration > Portal > Configuration settings > Portal > Show Catalogue), then the Shopping Cart will be displayed on top right of the screen and the «Ecommerce Management » and the

« E-commerce settings » tools will appear in Administration > Portal.

E-commerce catalog type

Sessions Courses Modules

Dokeos has 3 types of catalogue: Courses, Modules and Sessions. Depending on what will be sold, you can choose the appropriate option for your e-commerce.

Catalog Currency USD Dollar Euro Choose the currency that will be used for the

payment and that will be displayed in the catalogue.

Ecommerce Payment Methods

Cheque Installment Online

Choose the payment method that will be used for your e-commerce.

E-COMMERCE SETTINGS

In the Portal part of the administration interface the « E-commerce settings » tool will appearwhen the E-commerce feature has been activated via Administration > Portal > Configuration settings > E-Commerce. Clicking on the link «E-commerce settings» will allow you to configure the E-commerce credentials for Atos or Paypal, depending on the chosen E-commerce type. Complete the Ecommerce payment type form and click the « Submit » button to save the settings.

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E-COMMERCE MANAGEMENT

In the Portal part of the administration interface the « E-commerce Management » tool will appear when the E-commerce feature has been activated via Administration > Portal > Configuration settings > E-Commerce. Clicking on the link « E-commerce Management » will allow you to configure the data of the courses, modules or sessions, depending on the chosen E-commerce catalog type.

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CONFIGURE COURSES FOR THE CATALOGUE

First of all, in order for a course to appear on the list of E-commerce management, you have to make sure that this is enabled when creating the course. When you create the course as a Trainer, please make sure that you allow it to be attached to catalogue of products. When you create the course as Administrator, please make sure that payment is allowed.

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To enable a course for the Catalogue:

From the courses list of E-commerce management simply click on the pencil icon. Please note that the initial price of the course is 0.00.

Fill in the price of the course in the « Cost field ».

Select « Active » so that the course will appear in the catalogue on the homepage of the portal.

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Select the « Start » and « End » dates to indicate the period that the course will be available.

Click on the « Submit » button to activate the course for the Catalogue.

The enabled course will appear in the Catalogue of the portal homepage.

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CONFIGURE MODULES FOR THE CATALOGUE

When you activate the E-commerce feature for the first time, there won’t be any module packs or programs available in E-commerce management. Therefore you have to create the module pack or program first. To do this:

From the E-commerce management page, click on the « Create Programmes » link/icon.

Fill in the « Name » field of the module pack/program.

Fill in the price of the module pack/program in the « Cost field ».

Select « Active » so that the module pack/program will appear in the catalogue on the portal homepage.

Select the « Start » and « End » dates to indicate the period that the module pack/program will be available.

Select the Course from where you would like to select the modules. Please note that the course have to contain modules to be able to do that. Select the module(s) you want to add in the module pack/program.

Click on the « Submit » button to activate the module/program for the Catalogue.

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The enabled module pack/program will appear in the Catalogue of the portal homepage.

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CONFIGURE SESSIONS FOR THE CATALOGUE

When you have chosen to use sessions for the Catalogue, all existing sessions will be displayed automatically on the Catalogue of the portal homepage after the E-commerce feature has been activated and « Show Catalogue » is enabled.

These sessions that already have been created will also appear on the E-commerce management page. So if there aren’t any sessions created yet, we suggest doing that first. For more information on creating sessions, please refer to the Sessions chapter in this manual.

You can edit an existing session from the E-commerce management page by simply clicking on the pencil icon.

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CHOOSE THE THEME

The « Style sheets » tool on the « Configuration settings » section makes it possible to select the main theme of the portal. Keep in mind that the theme of the portal can be replaced by the theme of the course, or the one chosen by the user. The theme by default is « Dokeos Blue ».

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TEMPLATES

The « Templates » tool of the « Configuration settings » section makes it possible to modify one of the standard templates provided by Dokeos, or to add a template specific to your organization.

Remember, the templates are available during the creation of a multi-media page, in the « Documents » tool.

MODIFY AN EXISTING TEMPLATE

Click on the « Edit » button represented by a pencil, located opposite the templates, to modify.

The shown screen gives access to the internal editor of Dokeos, which allows the modification of the selected templates.

Do not forget to add a miniature of the modified template in order to update the icon of the templates, in the list seen by the administrator as well as in the list presented to the trainer when creating a multi-media page.

Click on the « Submit » button.

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List of templates provided by default:

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ADD A NEW TEMPLATE

Click on the link « Add a template» located on top left of the screen.

The shown screen gives access to the internal editor of Dokeos, which allows creation of a new template.

Do not forget to add a miniature of the modified template in order to update the icon of the template, in the list seen by the administrator as well as in the list presented to the trainer when creating a multi-media page.

Click on the « Submit » button.

REMOVE AN EXISTING TEMPLATE PERMANENTLY

Click on the « Delete » button represented by a cross, located opposite the templates, to modify.

A request for confirmation is shown.

Click on « OK » to remove the template permanently, from the list seen by the administrator as well as in the list presented to the trainer when creating a multi-media page.

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CONFIGURE THE « PLUS » SETTINGS

The « Plus » tool on the « Configuration settings » section allows you to set up the remaining parameters for the portal. The setup is done via fields to be completed or check boxes. Please take into account that modifications are accepted only after clicking on the « Submit » button.

Type ofinformation

Setting Remarks

Course homepage design

Two columns view Three columns view Activities view

Manage the display of tools on the courses home page.

Tools shortcuts No Yes If « yes » is selected, the list of the

visible tools is shown in the form of icons, in lower part of the navigation bars.

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Group categories No Yes If « yes » is selected, it authorizes the

trainers to create categories in the «Groups» tool.

Server Type Production server Test server Enabling the test (or development)

server shows translation feature functional that indicates untranslatedstrings.

Enable « Production server » for an active portal.

Who’s Online Display number of users

online in this course Display number of users

online on all pages (visible for the persons who are logged in)

Display number of users online on the login page (visible for the world)

Information is shown on bottom right of the screen.

Allow users profiling inside course

No Yes If « yes » is selected, it allows the

trainer to create new fields for the « Profile » tab.

Display Code in course name

No Yes If « yes » is selected, the shown code

is the one chosen by the trainer during the creation of a course. This code is used on the server to create the file in which all the elements of a course are stored.

Display trainer in course name

No Yes If « yes » is selected, the name of the

responsible trainer(s) appears besides the name of the course, on all screens where it is listed.

Dropbox: Can documents be overwritten

No Yes If « no » is selected, the users can

preserve various versions of a document (versioning mechanism).

Dropbox: Maximum file size of a document

Field to be completed 100000000 Maximum size (in bytes) of a

document in the « Dropbox » tool.

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Type of information Setting Remarks

Dropbox: Upload to owndropbox space

No Yes If « yes » is selected, trainers and

users can upload documents to their dropbox without sending the documents to themselves

Dropbox: Learner <-> Learner

No Yes If « yes » is selected, a peer to peer

connection is simulated in the «Dropbox » tool .

If not, only the trainer can receive documents.

Dropbox: Allow group No Yes If « yes » is selected, users can send

files to groups

Dropbox: Allow mailing No Yes If « yes » is selected, the trainer can

send a personal document to each user.

Portal Administrator: telephone

Optional text field to complete

(000) 001 02 03

Extended profile No Yes The extended profile offers the fields

below, in addition to the usual fields.

If « yes » is selected, the fields of the extended profile will be shown to the users in the «Profile » tab.

Enable learner view No Yes If « yes » is selected, a link «Learner

View» appears on top right of the screen.

Clicking on this link makes it possible for the trainer to see the screens of acourse as a trainee would see them, in order to validate the elements of the course (useful when the trainer

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has used the visibility/invisibility of certain elements).

Display course navigation menu

No Icons only Icons and texts Texts only

If « no » is not selected, it displays a navigation menu on the right side of the screen, with the icons and/or textof the available tools.

Page after login Homepage Courses If « Homepage » is selected, the

registered users see a page identical to the home page of the portal.

If « Courses » is selected, then the shown page lists all the courses to which the trainee is registered (or all courses created by a trainer, if necessary).

Time limit on Who Is Online

Field to be completed, value in minutes

30Specify for how long after its last action a user still is regarded as connected to the portal.

Type of information Setting Remarks

Course homepage breadcrumb

Code Course Course home Session and course

name

Enables the horizontal links navigation system usually in the top left of your page, allowing to quickly reach the various sections of a course.

Example material at course creation

No Yes If « yes » is selected, a series of examples

(in the « Documents » or « Quizzes » tool) is created in each new course.

Account validity Fields to be

completed, in days 3660

Automatically deactivate a user account X days after his registration.

Show e-mail addresses No Yes If « yes » is selected, the e-mail addresses

are shown to everyone in the « Users » tool.

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Show courses number No Yes If « yes » is selected and if the courses

categories are listed on the home page, thenumber of courses contained in each category is shown.

Show empty categories No Yes If « yes » is selected and if the courses

categories are listed on the home page, thecategories, not containing course yet, is shown.

Show back links from categories/course

No Yes Facilitate navigation in the categories and

subcategories of courses by showing an additional link to go back to the preceding screen.

Show course languages No Yes If « yes » is selected and if the courses

categories are listed on the home page, thelanguage in which a course is conceived is shown (which perhaps differs from the portal language).

Split users' upload directory

No Yes On high-load portals, where a lot of users

are registered and send their pictures, the upload directory (main/upload/users/) might contain too many files for the filesystem to handle (it has been reported with more than 36000 files on a Debian server). Changing this option will enable a one-level splitting of the directories in the upload directory. 9 directories will be used in the base directory and all subsequent users' directories will be stored into one of these 9 directories. The change of this option will not affect the directories structure on disk, but will affect the behaviour of the Dokeos code, so if you change this option, you have to create the new directories and move the existing directories by yourself on the server. Be aware that when creating and moving those directories, you will have to move thedirectories of users 1 to 9 into subdirectories of the same name. If you arenot sure about this option, it is best not to activate it.

Hide DLTT Markup No Yes Hides the normally shown specific code

when a variable of a language is not

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translated.

Type of information Setting Remarks

Display categories on home page

No Yes Showing courses by categories,

empty courses, closed courses is dependent on this parameter setting.

Character set Drop-down list, closed

choice iso-8859-15

To modify only in the case of certain languages (Russian, Japanese).

No-reply e-mail address Optional field to complete Empty by default Email address that will be used when

e-mail is sent from the platform while specifically requiring not answering it.

This address should ideally be set at the server to ignore / delete any incoming mail automatically.

Gradebook activation No Yes The « Gradebook » tool makes it

possible to assess competences. The activation of this tool can however complex the interface. Please take note of the « Trainer » documentationfor more information on the « Gradebook » tool and its impact on the interface, before activating it.

Thresholds coloring Enable thresholds

See screenshot below, with Trainer View, for the comprehension of these parameters.

Levels labeling Enable Ranking

Threshold Field to be completed 50

Display score upper limit Enable score upper limit

display

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User theme selection No Yes If « yes » is selected, this parameter

will allow each user to choose his/her own style.

By default the style of the portal will however remain unchanged.

If a course or a session has a visual theme assigned, this one will take precedence over the theme selected by the user.

Allow course themes No Yes If « yes » is selected, it allows to

select a theme for each course and thus to modify appearance for the user.

When a user enters the course, the style sheet of the course will have priority over the user's own style sheet and the platform's default style sheet.

Showing the parameter settings of the « Gradebook » tool, with Trainer View:

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Type ofinformation

SettingRemarks

Display the small month calendar in the «Calendar » tool

No Yes Manage the display of the small

month calendar that appears in the left column of the « Calendar » tool.

Display the upcoming events in the « Calendar » tool

No Yes This setting enables or disables the

upcoming events that appear in the left column of the « Calendar » toolof the course.

Number of upcoming events that have to be displayed

Field to be completed 1 Require that the preceding option

(upcoming events functionality) is set on « yes » .

Display closed course on login page and portal homepage

No Yes If « no » is selected, the closed

courses (i.e. only accessible for the responsible trainer) are not listed onthe home page of the portal.

Extended profile fields in registration

My competences My diplomas My personal open area What I am able to teach

Which of the following fields of the extended profile have to be available in the user registration process? This requires that the extended profile is activated (see above).

Required extended profile fields in registration

My competences My diplomas My personal open area What I am able to teach

Which of the following fields of the extended profile are required in the user registration process? This requires that the extended profile is activated and that the field is also available in the registration form (see above).

Advanced file manager for wysiwyg editor

No Yes If « yes » is selected, a

considerable amount of additionaloptions will be added to the filemanager that opens in a pop-upwindow when uploading files to

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the server (access to thismanager in all the editors ofDokeos).

Booking No Yes The booking system makes it

possible to book resources for your course (rooms, screens,…). If « yes » is selected, this tool will appear in the user menu on the left side of theCourses tab.

Internal messaging tool No Yes The internal messaging tool allows

users to send messages to other users of the platform and to have a messaging inbox.

Show session data title No Yes If « yes » is selected, session data

will be displayed when accessing the course in the session.

Type ofinformation

Setting Remarks

Allow the definition and use of sub-languages

No Yes If « yes » is selected, you will be able to define

variations for each of the language terms usedin the platform's interface, in the form of a newlanguage based on and extending an existing language. You will find this option in the languages section of the administration panel, in the shape of a plus icon.

Show glossary terms in documents

Automatic: adds links to all definedglossary terms found in the document

Manual: shows a glossary icon in the online editor, so you can mark the terms that are in the glossary and that you want to link

None: doesn't add any glossary terms to the documents

Defines how to add links to the glossary terms from the documents created in the internal editor of Dokeos.

The definition in the glossary is shown within aframework when the pointer is rolled over the word located in the document.

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Show the glossary terms in extra tools

No Yes If « yes » is selected, it allows to configure how

to add the glossary terms in extra tools as Modules and Quizzes.

mimeTEX mathematical editor

No Yes If « yes » is selected, an additional icon is

installed in the editor. The mimeTEX mathematical editor will be displayed when clicking on this new icon.

Allow students to insert videos from YouTube

No Yes Manage the possibility for the students to

insert (or not) YouTube videos viaactivation/deactivation of the correspondingicon in the editor of the group documents.

Allow students to download directories

No Yes Allow students to pack and download a

complete directory from the documents tool.

What events have to be displayed in the calendar?

Global calendar Quiz events Session events

The calendar cannot only display the eventsthat you add to the calendar application butit can also display other time-relatedinformation like sessions, platform events,quiz date information, assignment expirydates, ...

Mindmap converter No Yes If « Yes » is selected, the Mindmaps are

converted by the server. Requires in this case that DokeosMind is installed and operational on the server.

Detail view of calendar items

Detail view of calendar items

Edit view of calendar items

What has to be displayed when somebody clicks on an event in the calendar?

Calendar Navigation In the actions

bar As part of the

calendar

Where does the calendar navigation have to be displayed?

Display feedback messages (*)

No Yes Manages the activation/deactivation of

certain feedback.

Can regular users manage the calendar?

No Yes If « Yes » is selected, regular users can add,

edit or delete events.

Can users manage the group agenda?

No Yes If « Yes » is selected, it allows users to

manage the group agenda and they can add,edit or delete events that are targeted at one

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or more of the groups the user is member of.

Enable Captcha No Yes If « Yes » is selected, it secures the

self-registration by adding a Captcha field that the user must manually copy. In this case, it helps to limit pollution by spammers.

Number of announcements in the list

Field to be completed

8

How many announcements have to appear in the list on the left of the announcements tool?

Calendar export all events

No Yes Provide a link to export all events of the

calendar tool at once?

Enable Contextual help (*)

No Yes If « Yes » is selected, a contextual help

appears under the header of the platform, in various screens.

Display the breadcrumbs (*)

No Yes If « Yes » is selected, it displays a

« breadcrumbs » facilitating the navigation between screens.

Fields of group scenario

Announcements Calendar Description Documents Forum Max number of

users Private or public

group Group

registration Group

unregistration Wiki Assignments

Which of the following fields have to be available when adding or modifying a group scenario?

Max upload file size in messages

Field to be completed

20971520

Maximum size for file uploads in the messaging tool (in Bytes)

Show category in Quiz (*)

No Yes If « Yes » is selected, it displays a tool to

create categories to manage the quiz.

Automatic email templates (*)

No Yes If « Yes » is selected, an « Automatic emails

» link is added to the « Portal » section of theadministration interface. This function is detailed in « Chapter 10: Configure

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automatic e-mails » of this manual.

Automatic groups filling

No Yes When a user is registered to a course or

session, add him/her to a group in course.

Create groups if no seats available

No Yes When there are no seats available in Groups

for automatic registration, add a group.

No of seats in groups Field to be

completed 20

Number of seats to allot in a newly created group.

Email alerts user subscribed to the Session

No Yes If « Yes » is selected, an email notification is

sent when a user is registered to a session.

Installation date Info displayed

Displays the installation date of the portal.

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