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.

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

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.
  • Settings – The global options for your Wrapsite are defined here, e.g. the default edit locking type.

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.