Installation and Administrator Guide

Contents

Introduction
System Requirements
NetworX Non-Profits Installation Instructions

Website Administration

Introduction

Welcome to the NetworX Non Profits – open source interactive social networking platform designed help people connect and engage with each other!

This installation and administration guide provides instructions on how to install and configure NetworX platform on a web server.

The first part of this guide gives detailed installation instructions; the second section gives an overview of basic administrative functions available through the NetworX back-end.

System Requirements

NetworX uses a combination of PHP, HTML, CSS, and MySQL to deliver optimal performance. It can be run on most Web servers without any additional efforts. For best results, please check the following requirements before setting it up on your Web site.

  • Web Hosting: Shared, Dedicated, Cloud
  • Operating System: Linux, Windows, MAC
  • PHP Version: PHP 5.0 and above, PEAR supported
  • PHP Configuration: GD library, curl, xml
  • Database: MySQL 4.0 and above
  • Browsers: Internet Explorer, Firefox, Opera, Safari
  • Browser Settings: Javascript and cookie enabled

NetworX Installation Instructions

Under most circumstances, installing NetworX Non-Profits is a very simple task and it won’t take you more than five minutes to complete. This manual will guide you through Standard NetworX Non-Profits package installation. This manual will be of much help for novice as well as experienced users.

NetworX Non-Profts installation consists of a few steps:

Step 1 Download and Extract

Download the latest NetworX build from the NetworX Non-Profits download page and unzip the package.

If you are going to upload NetworX Non-Profits to a remote web server, download it to your computer using a web browser and unzip the package into some folder on your local computer.

Step 2: Set Folder Permissions

The following are the files and folders whose permissions should be properly set up (all these files and folders must have write permissions). Run the following commands in the FTP or shell command line:

  • chmod 777 csvUpload
  • chmod 777 data
  • chmod 777 files
  • chmod 777 pics
  • chmod 777 tmp
  • chmod 777 userfiles
  • chmod 777 xls
  • chmod 777 forum/cache
  • chmod 777 forum/files
  • chmod 777 wiki/data/attic
  • chmod 777 wiki/data/cache
  • chmod 777 wiki/data/index
  • chmod 777 wiki/data/locks
  • chmod 777 wiki/data/media
  • chmod 777 wiki/data/meta
  • chmod 777 wiki/data/pages
  • chmod 777 wiki/data/tmp
  • chmod 666 settings/config.php

Step 3: Run the Install Script

Using your favorite web browser, navigate to www.networksite.com/path/install

First step of installation tool will check all files and folders permissions:

Press “Next

Step 4: Database Credentials

On the 4th step you will have to specify the database information (database host, database name, username and password):

Once you’re done, press “Next

Step 5: General System Configuration

On this page you will have to set up General Site Configuration ‐ you should choose the login, email address and password for your Administration Panel:

Once you are done, press “Next” ‐ the installation tool will create configured database, and since now you can use your NetworX Non-profits!

Website Administration

As a NetworX website administrator you might be concerned about the visual appearance of a website but will pass responsibility for making changes and improvements to a web designer. Similarly, when changes to functionality are required you will contract a web developer to do the necessary work. As a website administrator you are responsible for the day-to-day operation and maintenance of the website. Activities might include ensuring that the site is properly backed up; managing user access; tracking their activities. You will also have responsibility for maintaining the security of the website.

Loggin in and out of the Administrator back

You access the Administrator back-end of your website by entering a special URL into the address bar of your web browser. If your website URL is http://www.example.com then you will enter the address http://www.example.com/admin. You will be shown the Administrator login form which looks like this:

Enter your login and password into the relevant fields. Then click the Login button. If you are logged in successfully you’ll see the Administrator control panel.

To log out of the Administrator Control Panel, locate the Logout link in the top-right corner of the Administrator screens and click on it. Logging out will return you to the Administrator login screen.

Menu Options

Once you’ve logged in to Administrator Back-end, you’ll see the Control Panel:

It consists of seven distinct areas:

  • Manage NetworX Administrators – to manage NetworX employees
  • Manage Users – to manage NetworX customers
  • Manage Block List – to block/unblock NetworX users
  • Statistics and Reports – to Create pre-determined standard reports
  • Complaints and Reports – to browse and view all complaint and report messages from users
  • Donations – to track donations
  • Program Management Tool – to manage non-profit programs

The menu provides access to all the Back-end functions available. The menu options displayed will vary according to Administrator permissions.

Administrator Access Levels

The Super Administrator’ (admin) account is created by default when NetworX is installed. Super Administrator has access to all the back-end functions available.

Only Super Administrator can manage employee accounts and add employees to the system.

NetworX back-end functions can be optionally restricted to administrators.

To restrict admin access to particular functions, locate “CMS Users” tab, click on employee’ name (or “edit” link on the right); you’ll then be taken to the “Edit Employee ProfileN‚” screen. From here, you can edit employee’s personal details like name, e-mail, address, phone, and even password. Check (or uncheck) the permissions you want to change.

Managing Administrators

Administrator can create accounts for staff members and volunteers. For additional security, each staff member can have restricted access to selected sections of the site.

After logging in, select CMS Users – you’ll see the CMS User Tool screen:

To edit an account, locate employee’s name (or “edit” link on the right). This will open the new user panel where you can edit the user data (name, e-mail, address, phone, password, and permissions).

To remove an account, locate “Delete” link to the right the employee you want to remove from the system.

Adding a New Employee

Normally, you create admin accounts in order to grant access to back-end functions.

Please note that other accounts might not have the rights to add new users, depending on the granted access level.

On the CMS User page, press the Add button in the lower-right corner. This will open the new user panel where you can enter the user data. Now, fill in the employee details:

  • E-mail – employee’s email address
  • Password – here you can enter a temporary password that you will send to the user so it can log in for the first time. The user will be able to change this later to something that is easy to remember. A good rule of thumb for choosing a safe password is to use small letters together with capitals and numbers while having a minimal length of six characters.
  • First Name and Last Name
  • Country, Address, City, State, Zip Code – user home address
  • Contact Phone – user’s phone number
  • Permissions – here you have to check the permissions you want to grant to the user

Once you are done entering all the information above, click the Save button

Managing Donors

After logging in, select Users – you’ll see the Manage Users screen:

From here, you may view all NetworX entities: Individuals or Groups by clicking on the appropriate radio button on the top of the screen.

There is an option to sort the user list by account name or status when clicking on column name.

You may change a user status or remove him from the system.

To remove an account, tap “Delete” link to the right the user email address.

The Change User Status tool is used to activate or deactivate a user. Deactivating a user instantly revokes the user’s website access without removing their account information. Activating a user instantly restores website access, assuming the user has the necessary permissions. This tool is accessed via “Status” drop down control.

To activate or reactivate a user, simply change the user’s status to ‘Active’.

Search Groups

There is an ability to filter user list by specific parameters (Search Groups).

You may search accounts by E-mail, Keyword, Date Created, Country, State, Postal Code, or Phone Number. You may add as many search groups as you want.

To add a search group, locate the “Add Search Group” link on the bottom right.

When you add a new search group, the user list will be updated as well.

Accessing Member’s Personal Webpage

Each member in your database has a personal webpage -so-called ‘member profile page’. You can access that page by clicking on username.

Blocking a User

Most resources on a NetworX website can be optionally restricted to users at or above a given access level.

To restrict user access to particular resources, refer to these detailed procedures

  • After logging in, select “Block List” – you’ll see the Account Block List screen:

  • Locate a user (by E-mail address or Mobile Phone Number) and check (uncheck) the permissions you want to change. Click “OK”
  • In order to disable or ban existing user, check all permissions and press “OK”

Statistics and Reports

The NetworX admin tool allows creating pre-defined SQL-based standard reports.

After logging in, select Statistics and Reports – you’ll see the Reports screen:

Enter your Transact-SQL query into the text field provided and then click “Run”.

When you run the query, you see a result set from the data source. The columns in the result set map to the fields in the dataset. When the report is processed, report items bound to the dataset fields display the retrieved or calculated data. A report processes only the first result set retrieved by any query.

Complaints and Reports

Complains and Reports tool allows an administrator to browse and view all complaint and report messages from users.

All messages provide a link to the source of the problem and an explanation from the user.

The reports dynamically include user contact information for issue follow up and contact information for accused abuser.

Once a problem was resolved, administrator should mark it as resolved (or decline it). The screen displays the person who submitted the issue, the offender, the link to the problem (link to the page the issue resides), the description of the problem, the status, who’s

Donations

On the Donations page, you may track donations made to your organization.

You may search or filter donations by Transaction ID, Program, Account, Date and Status.

Program Management Tool

The Program Management Tool allows your network administrators to manage programs (add, edit, or remove), track their payment status and the amount granted.

You can modify the background image and easily create your own receipt template via WYSIWYG editor. That would be a template for official receipts from your organization.