Presentation on theme: "Web Center Certification Training Table of Contents"— Presentation transcript:
1Web Center Certification Training Table of Contents Topic SectionOverviewRates and DataCreating PromotionsSitemap / Formatting ContentAdministrationAdditional Resources and GlossaryWeb Center v4.1Proprietary and Confidential
2Course ObjectivesOverall Goal: In this course, you will learn how to update and manage your Web Center website through the Web Center Admin Console.Specifically, you will learn how to:change rates and other forms of structured databuild and edit promotionsadd, edit and delete pages in the sitemapcreate and format contentview administrator logs and visitor reports
3Web Center Certification Overview Web Center Certification TrainingIntuit Financial Services University
4Terms to Know Web Center (WC) – your public website Web Center Admin Console (WCAC) – the control panel used to manage your websiteAdmin Platform – common website providing secure access to Web Center and future Intuit Financial Services applicationsWYSIWYG (What You See Is What You Get) – visual editor for web page editsHTML (Hyper Text Markup Language) – basic formatting and layout coding languageXHTML (Extensible HTML) – Web page source code that is complaint across browsers. The WCAC creates properly formatted XHTML pages automatically.XML (Extensible Markup Language) – language that allows for the easy interchange of information or documents on the InternetCMS (Content Management System) – database that stores all your site’s images, documents, and HTML & XML filesGUI (Graphical User Interface) – visual interface that uses graphics to perform tasks
5Terms to KnowVersion - variations of a single document or snippet. Version history is unlimited. Versions may be viewed and rolled back by the Financial Institution using the WCAC.Edition – variations of the overall Web Center site. Edition history is 90 days – the Downloads tool may be used to store an archive of changes past 90 days. Contact Intuit Financial Services Web Services to roll back editions.Snippets - a portion of a web page that may be editedStaging - your deployment queue and final approval siteLive Site - your production siteSitemap Manager - tool used to add, remove, and rename pages and sections in the sitemapWCAC Modes - allow you to edit content and deploy changes in other versions of your site that Intuit Financial Services is working on.WCAC Sites - allow you to view and compare changes in other versions of your site that Intuit Financial Services is working on.
6Web Center Capabilities Enhances human resource efficiencies when you define a workflow or approval process between departments, locations, and/or groupsDefined WorkflowsAllows financial institution users to see each other’s edits in a shared development site with the control to prevent overwriting files that are currently checked out to another userSource ControlTracks all Admin Platform activity performed by financial institution usersActivity Logs and Audit TrailsHTML coding knowledge is helpful but is not required – focus on the message, not the technologyCoding Skills Not RequiredFully review and approve changes prior to going liveMinimize MistakesIf a large update is made, Web can publish to staging to be reviewed by the financial institution. The financial institution may then send live when they are ready.Web Services Maintenance
7Technical Specifications Web Center Admin ConsoleYou must use a resolution of 1024 x 768 pixels or higher.You must enable Java Virtual Machine in your browser.You must enable cookies in your browser.Refer to the Browser Policy details on the Client Site (Client Support > Troubleshooting > Browsers Supported > Browser Policy) for details on supported browsers for the WCAC. While non-supported browsers may work in the WCAC, they are not supported by Web Services.Web Center Public SiteThe public website may be viewed in any current browser on PC or Mac.
8Security Enhanced Multi-Factor Authentication Login ID Requirements The Admin Platform will recognize financial institution users’ computers and challenge for a one-time access code delivered via SMS-text, Automated Voice, or when logging in from an unrecognized computer.Login ID Requirements6 to 12 characters in lengthMust be unique within the organizationCan be any combination of letters and numbers and can include period (.), underscore (_), and dash (-) but no other special characters nor empty spaces.Password Requirements / Forced Password Change8 to 75 characters in lengthMust include at least 1 number and 2 special charactersForced password change upon initial login, after a password reset and every 13 weeks. The new password cannot be the same as the last 6 passwords.Failed Login AttemptsA user is allowed two (2) sequential failed logins in a 24 hour period. A third attempt will lock the account.Inactivity Timeout FeatureA timeout warning is displayed after 20 minutes of edits without closing a page. Click ‘Extend’ to remain logged in. Be sure to click the Save button in the editor frequently.
10Admin Platform Loginhttps://www.yourfi.com/connect (Replace www.yourfi.com with your web address)Site Address – be sure to access this login screen via SSL (https://) and note that the address is case-sensitiveLogin – individual financial institution user accounts are managed in the Admin Platform by a Super User.Password – passwords lock out after 5 bad attempts. Passwords can be reset by an authorized User Administrator or Super User. A User Administrator may not reset other User Administrator passwords. Detailed in-product help is accessible in the Admin Platform.
11Enhanced Multi-Factor Authentication Upon first log in, the system presents the Enhanced Multi-Factor Authentication wizard. A prompt requires at least one of the following delivery methods to be set up: SMS-text, Automated Voice or . Multiple addresses or phone numbers may be added through the wizard.Each financial institution user is prompted to enter the Enhanced Multi-Factor Authentication details for their individual account. Details may be changed per user once logged in to the Admin Platform.
12Enhanced Multi-Factor Authentication The financial institution user is prompted to select a delivery method to authenticate the current computer for Admin Platform access. In this example, the one-time access code will be sent via .The financial institution user enters the one-time access code and selects Continue in order to complete authentication for the current computer. Each computer may be saved as Public or Private. Computers saved as Private retain these settings for future visits.
13Web Center SummaryUpon logging in, the system presents the Welcome Screen. This screen displays a snapshot of all current activity in the WCAC.Intuit Financial Services may also post periodic financial institution surveys on the Welcome Screen. Each survey displays one time only upon log in to the WCAC and completion of the survey is optional. The survey displays again on log in if the browser’s cookies are cleared.
14Web Center Summary (cont’d) The bottom of the welcome screen provides quick access to the Modes and Sites features (if enabled). Modes and Sites provide integration of non-production versions of the Web Center website for use by financial institution users in developing, reviewing, and approving new content.ModesWCAC Modes allow you to edit content and deploy changes in other versions of your site that Intuit Financial Services is working on.SitesWCAC Sites allow you to view and compare changes in other versions of your site that Intuit Financial Services is working on.
15Admin Platform - My Account The My Account link provides access to a financial institution user’s Admin Platform profile. Users may update their user details, password, login security and roles and permissions settings.Super Users and User Administrators will have access to the Control Panel link (not shown) under the My Account link. The Control Panel is used to add, manage and delete user accounts.The Admin Platform provides in-product training and support through recorded tutorial and quick help guide icons.The Sign Out link also appears on every screen. It is used to exit the Web Center Admin Console and return to the login screen.
16WCAC Roles and Permissions Your financial institution Super User will determine the level of access assigned to each financial institution user. Web Center roles contain a defined set of permissions as listed below:RolesWeb Center MasterWeb Center ApproverWeb Center EditorWeb Center Rates AdminPermissionsWeb Center - DefaultWeb Center - New Site EditorWeb Center - Maint Site EditorWeb Center - Live Site ManagerWeb Center - Changes ManagerWeb Center - Site Map EditorWeb Center - Img Docs EditorWeb Center - Data EditorWeb Center - Content EditorA description of each role or permission is provided under the Roles and Permissions link in My Account. Refer to the in-product tutorial for details on managing user roles and permissions.
17Web Center Navigation Home – return to the Admin Platform home screen Web Center Summary – displays a summary of edited filesContent Edit –content is loaded for editing in the Work AreaImages & Documents – add and delete images and documentsRates & Data – edit a rate or other data (XML) fileSitemap Manager – add, edit and delete pagesManage Changes – move edits from the Work Area to StagingView Staging Site – final review prior to deploying editsDeploy to Production – publish all changes to the Live SiteView Live Site – view site in the live (public) environmentDownloads – access to downloadable archives of recent editsReports – consumer website statistics and tracking
18Overview – Review Questions What is source control and how does it assist with making multiple edits?What are the browser requirements for the WCAC?List the aspects of a site that can not be edited in the WCAC.Describe the navigation used for making edits and publishing those edits to your live site.What is the purpose of the My Account screen?