Wrapsite administration

This help page describes the structure of the Administration dashboard on the wrapsite server, where you control all your online resources in ExcelWraps.

Your wrapsite is stored on an ExcelWraps server which runs a content management system called Orchard. Using the CMS, you gain access to a lot of built-in functions including the ability to easily add new content to the wrapsite.

A separate staged subdomain provides a copy of the live Wrapsite where you can test making changes to your Wraps.

The Live and Staged Wrapsites

The basic Wrapsite for your company is the “live” site at company.live.excelwraps.com. This is where all your current Wraps and their data instances reside. This is where all your users log in to access the system.

To simplify development and testing, we make a complete copy of all live Wrapsites every weekend. This includes access control information such as Wrapgroup definitions. Your copy is provided at company.staged.excelwraps.com.

On the staged Wrapsite, you can try out new ideas or test new versions of Wraps without affecting the live system. Just remember that all Wrap definitions and their instances in the staged Wrapsite are replaced from the live Wrapsite every weekend.

The User definitions are almost the same

The copy process also copies all User definitions from live to staged. This simplifies user administration, since you only have to define users in the live system. On Monday morning, all user definitions in the staged system will have been reset to their live counterparts as a result of the weekend copy. This includes access control information such as Workgroup and Role definitions.

This has a few important consequences:

  • It is not prohibited to have a different user name and/or password in the staged system, but it is very inconvenient since these will be overwritten every weekend and you will have to add them back every Monday.
  • If you use a password manager like Dashlane, LastPass, 1Password or BitWarden, it will typically associate a username-password combination with a specific base domain, in our case “excelwraps.com”. If you need to use a different username and password for each Wrapsite subdomain, it usually requires extra effort to make the password manager understand your setup.

As a rule of thumb, all users should be defined only in the live Wrapsite. If you want to add a new user or change a password, always change it first in the live Wrapsite. The only reason to ever add a new user or change a password in the staged Wrapsite is that you need it explicitly for a specific test that you are performing. Just remember that all User definitions in the staged Wrapsite are replaced from the live Wrapsite every weekend.

Wrap content

User pages

The User pages let you define your Users, Roles, Passwords, and Workgroups.

Screenshots of the Users page of a wrapsite

The Roles tab lets you define the roles you need. The Roles appear as checkboxes on the Users tab, to make it simple to just tick each Role a User has.

The Workgroups tab is where you define your user Workgroups. These Workgroups appear as a dropdown menu where you can assign each User to a Workgroup on the Users tab.

There is a special AdminWorkGroup role that allows AdminTenants to devolve user management to responsible people within the Workgroup.

Read more on the User administration help page.

The ExcelWraps pages

Screenshot of the ExcelWraps group in the ExcelWraps administrative dashboard

All Wraps on the wrapsite are listed on the Wrap Definitions tab.

The Wrap Groups tab is where you define and manage your Wrapgroups. Each Wrap belongs to one or more Wrap Groups that define the permissions for each user role to access the Wraps in the group. You put a Wrap in a Wrapgroup by ticking the corresponding checkbox. A matrix allows you to permit each Workgroup various kinds of access to the Wraps in a Wrapgroup depending on the User’s Roles. Read more on the help page for Wrapgroups and Workgroups.

The Wrapsite Properties tab is used to download wrapsite information to a developer workstation that runs our WrapCreator add-in for Excel. The Wrapsite Properties sync WrapCreator to your wrapsite and should be updated regularly.

The Server Recalculation Queue is used when recalculating Wrap instances.

The Server Queue tab displays the job queue for background wrap jobs.

Read more on the Wrap administration help page.

Static content

Editing existing web pages

As an Administrator, you can edit all pages on your Wrapsite. Just click on the small Edit links to the right on each page.

Screenshot of a Wrapsite section with an Edit button for Administrators

The corresponding section of the page will open in the built-in editor.

Screenshot of the TinyMCE web page editor in Orchard

Make the changes you want and then click Publish Now to save your changes. You can also Save your changes as an unpublished draft, or Publish Later at a predefined date and time.

Screenshot of the Publish Now button in the webpage editor

Structure and navigation

Since your Wrapsite is hosted on a full-blown content management system, you can create your own web page structure. When it comes to the creation and maintenance of this static web content, the Orchard CMS allows you to use different permissions for each User role.

In the navigation sidebar of the ExcelWraps Administration dashboard, you have the following useful shortcuts:

  • New>Page – Create a new web page using the built-in webpage editor.
  • Blog – Create new blogs and add blog posts. Each website comes pre-configured with a Site News blog. Create a new blog post to add the latest news item.
  • Tags – Tags are appended to site content to help users find related content, e.g. in a blog. Tags appear just under the title of each blog post. If you click a tag, you get a list of all posts that have the same tag.
  • Content – Lists all the site content, i.e. the web pages and blog posts you have created.
  • Comments – Every webpage and blog post can allow users to leave comments. You can edit or delete them.
  • Media – Manage site media like pictures, text documents, or any other type of files. Media can be organized in folders and may be added to any webpage or blog post, even to wraps.
  • Navigation – Add new menu items, change the order of menu items, etc to simplify the navigation within your static web content.

Wrapsite settings

The global options for your Wrapsite are defined on the Administrative dashboard > Settings pages available from links in the sidebar.

Screenshot of the Settings link in the sidebar of the Administration dashboard

General

The settings for Site name and Base URL should not be changed. Contact client services to discuss any changes to these settings.

The Default Site Culture and Default Site Calendar are used to provide you with appropriate language and formatting of numbers, dates, and times. ExcelWraps is currently only tested with the en-GB culture and its calendar. The results of selecting other values for these settings are unpredictable.

The Default Time Zone determines the local time for the Wrapsite, used in Wraps and in the administrative tools. Note that timestamps in extracted files usually have the server’s timezone, please consult the documentation of the file format.

Settings for MyWraps

Some aspects of MyWraps are controlled by the settings for

  • Default number of items per page (default pageSize)
  • Maximum number of items per page (upper limit for pageSize)

The help for the MyWraps-related settings is on the MyWraps help page.

Settings for Google Analytics

If you use Google Analytics and wish to register traffic to your Wraps there, you should add the corresponding Google Analytics Tracking Key.

We recommend that you enable Use Async Tracking to avoid having processes related to Google Analytics delay the loading or performance of the web pages.

Normally, you don’t want to include the Google Analytics tracking code on the administration pages because these users and their visits are internal and irrelevant to your website statistics. If you do want these visits tracked, enable the Include on /Admin pages option and we’ll include the tracking code on such pages, too.

Setting permissions for content items

Content items like web pages and blog posts also have access controls that permit only particular user roles to manage the corresponding content. As an example, you may give managers permission to see a webpage containing telephone numbers of workers, but hide this information from unqualified users to protect worker privacy. The permissions for a content item are set on the Edit page for the item.

As with wrap access permissions, you can give each role permission to view the content, edit the content, publish the content, and delete the content. Access can be restricted to only certain Workgroups.

Each content item has an owner (the user that created the content). A bottom row of access controls below regulates the permissions for the user that owns the content item.

Screenshot of the access control settings for content items

The above screenshot shows a content item permissions setting (for static content like a web page or a blog article). With these settings:

  • Administrators can do anything to this content (view it, edit it, publish and un-publish it or delete it).
  • Managers, Operatives, and Supervisors can only view the content.
  • If you are a Supervisor and you own the content (i.e. you created it) then you have permission to edit it.

Learn more about Orchard

Your wrapsite will initially be configured to access the controls above but these are only some of the many features provided by Orchard.

Occasionally, AdminTenants may require access to less commonly used website controls including Modules, Site Settings, Themes, WorkFlows, Import/Export, Spam Controls, Custom Forms, Queries, Content Definition, Widgets, Tenants and Reports.

Permission to access these advanced features can be set on the wrapsite’s Administration dashboard > Users > Roles > AdminTenant.

The full Orchard documentation is available online.