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<!ENTITY % BOOK_ENTITIES SYSTEM "../../User_Guide.ent">
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<section id="sect-User_Guide-Account">
  <title>Account</title>
  <section id="sect-User_Guide-Account-Register_an_account">
    <title>Register an account</title>
    <para>
   To register a new account on the portal, do as follows:
  </para>
    <procedure>
      <step>
        <para>
     Go to the portal by entering the URL in the address bar (e.g: <ulink url="http://localhost:8080/portal/public/classic" type="http"/>).
    </para>
        <para>
     The anonymous homepage will appear:
    </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata  align="center"  fileref="images/homepage.png" format="PNG"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata   align="center" fileref="images/homepage.png" format="PNG" width="150mm"/>
          </imageobject>
        </mediaobject>
      </step>
      <step>
        <para>
     Click the <guilabel>Register</guilabel> link on the top of the site. The <guilabel>Register</guilabel> form will be displayed:
    </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata  align="center"  fileref="images/register.png" format="PNG"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata   align="center" fileref="images/register.png" format="PNG" width="150mm"/>
          </imageobject>
          <caption>An asterix (*) indicates a required field.</caption>
        </mediaobject>
        <para>
     The <guilabel>Account Setting</guilabel> information includes:
    </para>
        <table>
          <title/>
          <tgroup cols="2">
            <thead>
              <row>
                <entry> Field </entry>
                <entry> Information </entry>
              </row>
            </thead>
            <tbody>
              <row>
                <entry> <guilabel>User Name</guilabel> </entry>
                <entry> The user name that is used to log into the system. It must be unique. The user name must begin with a character. </entry>
              </row>
              <row>
                <entry> <guilabel>Password</guilabel> </entry>
                <entry> The security characters are used to login. It must have at least 6 characters. </entry>
              </row>
              <row>
                <entry> <guilabel>Confirm Password</guilabel> </entry>
                <entry> The re-typed password above. The password in the Password field and this field must be the same. </entry>
              </row>
              <row>
                <entry> <guilabel>First Name</guilabel> </entry>
                <entry> Your first name. </entry>
              </row>
              <row>
                <entry> <guilabel>Last Name</guilabel> </entry>
                <entry> Your last name. </entry>
              </row>
              <row>
                <entry> <guilabel>Email Address</guilabel> </entry>
                <entry> Your email address. It must have a right format: <replaceable>username@abc.com</replaceable>.</entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </step>
      <step>
        <para>
     Enter the appropriate values for the fields in this form.
    </para>
      </step>
      <step>
        <para>
     Click the <inlinemediaobject>
            <imageobject>
              <imagedata fileref="images/magnifyingglassicon.png" format="PNG" width="7mm"/>
            </imageobject>
            <textobject>
               <phrase>magnifying glass</phrase>
            </textobject>
          </inlinemediaobject> icon to search and check if the chosen user name is available or not.
         </para>
      </step>
      <step>
        <para>
     Enter values in the fields of <guilabel>User Profile</guilabel> tab, including: <guilabel>Profile information</guilabel>, <guilabel>Home information</guilabel> and <guilabel>Business information</guilabel>.
    </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata  align="center"  fileref="images/userprofile.png" format="PNG"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata   align="center" fileref="images/userprofile.png" format="PNG" width="150mm"/>
          </imageobject>
        </mediaobject>
      </step>
      <step>
        <para>
     Click <guilabel>Save</guilabel> to register a new account, or <guilabel>Reset</guilabel> to revert all completed fields.
     </para>
     <para>
        You will see an alert message and be unable to add a new account if any of the following occurs:
    </para>
        <itemizedlist>
          <listitem>
            <para>
       The <guilabel>User name</guilabel> already exists or is invalid.
      </para>
          </listitem>
          <listitem>
            <para>
       The <guilabel>Password</guilabel> has less than six (6) or more than thirty 30 characters.
      </para>
          </listitem>
          <listitem>
            <para>
       The <guilabel>Password</guilabel> and <guilabel>Confirm Password</guilabel> are not the same.
      </para>
          </listitem>
          <listitem>
            <para>
       The <guilabel>Email Address</guilabel> is in an invalid format.
      </para>
          </listitem>
          <listitem>
            <para>
       Any of the required fields are empty.
      </para>
          </listitem>
        </itemizedlist>
      </step>
    </procedure>
    <para>
   After adding a new account, contact the administrator to get a confirmation.
  </para>
    <note>
      <title>Email</title>
      <para>
    Ensure you enter your email address correctly at this stage, as it is used in the recovery process if you forget username or password.
   </para>
    </note>
  </section>
  <section id="sect-User_Guide-Account-Sign_In">
    <title>Sign In</title>
    <para>
   This function logs you into &PRODUCT; in the private mode.
  </para>
    <procedure id="proc-User_Guide-Sign_In-Sign_in">
      <title>Sign in</title>
      <step>
        <para>
     Go to your portal's home page by entering the URL in the address bar (e.g. <ulink url="http://localhost:8080//portal/public/classic/" type="http"/>).
    </para>
      </step>
      <step>
        <para>
     Click the <guilabel>Login</guilabel> link at the top of the home page. The <guilabel>Sign in</guilabel> form will appear:
    </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata  align="center"  fileref="images/signin.png" format="PNG"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata   align="center" fileref="images/signin.png" format="PNG" width="150mm"/>
          </imageobject>
        </mediaobject>
        <table id="tabl-User_Guide-Sign_in-Options">
          <title>Options</title>
          <tgroup cols="2">
            <thead>
              <row>
                <entry> Option </entry>
                <entry> Information </entry>
              </row>
            </thead>
            <tbody>
              <row>
                <entry> <guilabel>User name</guilabel> </entry>
                <entry> To input the registered username. </entry>
              </row>
              <row>
                <entry> <guilabel>Password</guilabel> </entry>
                <entry> To input the password of your username. </entry>
              </row>
              <row>
                <entry> <guilabel>Forgot your User Name/Password</guilabel> </entry>
                <entry> To retrieve the forgotten user name or password when you forget. </entry>
              </row>
              <row>
                <entry> <guilabel>Sign in</guilabel> </entry>
                <entry> To sign into the eXo Portal with the inputted user name and password. </entry>
              </row>
              <row>
                <entry> <guilabel>Discard</guilabel> </entry>
                <entry> To close the Sign In form without any changes. </entry>
              </row>
            </tbody>
          </tgroup>
        </table>
      </step>
      <step>
        <para>
     Enter your registered User name and Password.
    </para>
      </step>
      <step>
        <para>
     Click <guilabel>Sign in</guilabel> to submit your details or <guilabel>Discard</guilabel> to exit the form.
        </para>
        <para>
     If the User Name does not exist or the submitted User name/Password set is invalid, an alert message will appear that requires users to re-submit the correct values. The page will be redirected to the private security checking mode.
    </para>
        <para>
     To login again, enter your <guilabel>User Name</guilabel> and <guilabel>Password</guilabel> again.
    </para>
      </step>
    </procedure>
    <para>
   After signing in, you will be presented with the authenticated homepage:
  </para>
   <mediaobject>
      <imageobject role="html">
        <imagedata  align="center"  fileref="images/authhomepage.png" format="PNG"/>
      </imageobject>
      <imageobject role="fo">
        <imagedata   align="center" fileref="images/authhomepage.png" format="PNG" width="150mm"/>
      </imageobject>
    </mediaobject>
    <note>
        <title>Toolbar Visibility</title>
        <para>
            The toolbar in the image above is, by default, only visible to members of the <emphasis>/platform/web-contributors</emphasis> role.
         </para>
         <para>
            See <xref linkend="sect-User_Guide-Account-Toolbar_Visibility"/> for information about how to add the required permissions and/or change the default portal behavior.
        </para>
    </note>
  </section>
  <section id="sect-User_Guide-Account-Sign_Out">
    <title>Sign Out</title>
    <para>
   The function ends your authenticated session and redirects you back to the anonymous portal.
  </para>
    <para>
   To sign out, click the <guilabel>Logout</guilabel> link on the right access banner:
  </para>
    <mediaobject>
      <imageobject role="html">
        <imagedata align="center"  fileref="images/accessbanner.png" format="PNG"/>
      </imageobject>
      <imageobject role="fo">
        <imagedata  align="center" fileref="images/accessbanner.png" format="PNG" width="82mm"/>
      </imageobject>
    </mediaobject>
    <para>
        Alternatively, members of the <emphasis>/platform/web-contributors</emphasis> role can click <menuchoice>
      <guimenu>Start Logo</guimenu>
      <guimenuitem>Sign Out</guimenuitem>
   </menuchoice> from the toolbar:
  </para>
    <mediaobject>
      <imageobject role="html">
        <imagedata  align="center"  fileref="images/startlogo.png" format="PNG"/>
      </imageobject>
      <imageobject role="fo">
        <imagedata   align="center" fileref="images/startlogo.png" format="PNG" width="150mm"/>
      </imageobject>
    </mediaobject>
  </section>
  <section id="sect-User_Guide-Account-Retrieve_user_namepassword">
    <title>Retrieve user name/password</title>
    <para>
   If you forget your account or password, you can recover them by doing as follows:
  </para>
    <procedure>
      <title/>
      <step>
        <para>
     Click the link <guilabel>Forgot your User Name/Password?</guilabel> in the <guilabel>Sign in</guilabel> form.
    </para>
    </step>
    <step>
        <para>
     Select one of the two options:
    </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata  align="center"  fileref="images/retrieve.png" format="PNG"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata   align="center" fileref="images/retrieve.png" format="PNG" width="147mm"/>
          </imageobject>
        </mediaobject>
        <variablelist>
          <varlistentry>
            <term>Forgot my password:</term>
            <listitem>
              <para>
        If you forgot your password, you need to select this option.
       </para>
            </listitem>
          </varlistentry>
          <varlistentry>
            <term>Forgot my username:</term>
            <listitem>
              <para>
        If you forgot your username, you need to select this option.
       </para>
            </listitem>
          </varlistentry>
        </variablelist>
      </step>
      <step>
        <para>
     If the <guilabel>Forgot my password</guilabel> option is selected the password recovery form appears:
    </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata  align="center"  fileref="images/forgotpassword.png" format="PNG"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata   align="center" fileref="images/forgotpassword.png" format="PNG" width="150mm"/>
          </imageobject>
        </mediaobject>
        <para>
     If the <guilabel>Forgot my username</guilabel> option is selected, the username recovery form appears:
    </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata  align="center"  fileref="images/forgotname.png" format="PNG"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata   align="center" fileref="images/forgotname.png" format="PNG" width="150mm"/>
          </imageobject>
        </mediaobject>
      </step>
      <step>
        <para>
     Enter either your username or email address, as appropriate, in the corresponding form.
    </para>
      </step>
      <step>
        <para>
     Click <guilabel>Send</guilabel> to submit the recovery request.
    </para>
        <para>
     Once the request has been sent, you will receive an email with the requested information, (either your <systemitem>User name</systemitem> or <systemitem>Password</systemitem> at the email address that you registered.
    </para>
        <itemizedlist>
          <listitem>
            <para>
       If you forget you username, an old username is restored and can be reused. A new password will be sent to your email with the old username.
      </para>
          </listitem>
          <listitem>
            <para>
       If you forget your password: a new, temporary password will be set and sent to you. You will be directed to change the password the next time you sign in.
      </para>
          </listitem>
        </itemizedlist>
      </step>
    </procedure>
  </section>
  <section id="sect-User_Guide-Account-Change_Account_Information">
    <title>Change account information</title>
    <para>
   The function enables you change your account information, such as your profile and password.
  </para>
    <procedure>
      <title/>
      <step>
        <para>
     To begin, click your username name in the top toolbar.
    </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata  align="center"  fileref="images/accountname.png" format="PNG"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata   align="center" fileref="images/accountname.png" format="PNG" width="150mm"/>
          </imageobject>
        </mediaobject>
        <para>
     The <guilabel>Account Profiles</guilabel> form will appear:
    </para>
        <mediaobject>
          <imageobject role="html">
            <imagedata  align="center"  fileref="images/accountprofile.png" format="PNG"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata   align="center" fileref="images/accountprofile.png" format="PNG" width="150mm"/>
          </imageobject>
        </mediaobject>
      </step>
    </procedure>
    <procedure id="proc-User_Guide-Change_Account_Information-To_Change_Account_Profiles">
      <title>To Change Account Profiles</title>
      <step>
        <para>
     Select the <guilabel>Account Profiles</guilabel> tab.
    </para>
        <para>
     This tab displays your current basic information.
    </para>
      </step>
      <step>
        <para>
     Change your <systemitem>First Name</systemitem>, <systemitem>Last Name</systemitem> or <systemitem>Email</systemitem>. You cannot change your <systemitem>User Name</systemitem>.
    </para>
      </step>
      <step>
        <para>
     Click <guilabel>Save</guilabel> to accept changes.
    </para>
      </step>
    </procedure>
    <procedure id="proc-User_Guide-Change_Account_Information-To_change_your_Password">
      <title>To change your Password</title>
      <step>
        <para>
     Select the <guilabel> Change Password</guilabel> tab.
    </para>
       <mediaobject>
          <imageobject role="html">
            <imagedata  align="center"  fileref="images/changepassword.png" format="PNG"/>
          </imageobject>
          <imageobject role="fo">
            <imagedata   align="center" fileref="images/changepassword.png" format="PNG" width="150mm"/>
          </imageobject>
        </mediaobject>
      </step>
      <step>
        <para>
     Enter your current password to identify that you are the owner of this account.
    </para>
      </step>
      <step>
        <para>
     Enter your new password. The new password must be between six (6) and thirty (30) characters long.
    </para>
      </step>
      <step>
        <para>
     Enter the new password again in the <guilabel>Confirm New Password</guilabel> field.
    </para>
      </step>
      <step>
        <para>
     Click <guilabel>Save</guilabel> to submit the changes.
    </para>
      </step>
    </procedure>
  </section>
  <section id="sect-User_Guide-Account-Toolbar_Visibility">
    <title>Toolbar Visibility</title>
<!-- Source Metadata
URL: https://access.redhat.com/kb/docs/DOC-54051
Author: Red Hat GSS
License:
-->
        <para>
            Newly registered users (or other users who are not members of the <emphasis>/platform/web-contributors</emphasis> role) will not see the toolbar at the top of the home page. These users will, however, be able to sign into and out of the Portal using the appropriate buttons in the site header.
        </para>
        <para>
            Portal administrators can add individual users to the <emphasis>/platform/web-contributors</emphasis> through the graphical user interface (GUI):
        </para>
        <procedure>
        <title>Add Permission via GUI</title>
                <step>
                    <para>
                        Click <menuchoice><guimenu>Group</guimenu><guimenuitem>Organization</guimenuitem><guimenuitem>Users and groups management</guimenuitem></menuchoice>, then click <guilabel>Group Management</guilabel>.
                    </para>
                </step>
                <step>
                    <para>
                        Click <menuchoice><guimenu>Platform</guimenu><guimenuitem>Content Manager</guimenuitem></menuchoice> in the left pane.
                    </para>
                </step>
                <step>
                    <para>
                        Enter the required username in the <guilabel>Add member</guilabel> box (the above lists all users already in that role).
                    </para>
                </step>
        </procedure>
        <warning>
            <title>CMS Access</title>
                <para>
                    Be aware that granting this membership will also give the user access to the Content Management System (CMS).
                </para>
        </warning>        
  </section>
</section>