Entering CIFKM (first steps). Client program/ Web browser/ App
Index of this page:
Contents related to the help
The internal users may access the application by means of a client program that has all the functionalities. For this, one has to download the components from the Web page of the application in the company server and install this client program in the workstations that are going to be used by the internal users (see figure).
With a navigator or browser or an app (Apple, Android, etc.) from a mobile device, one can only access the application to search for CIFKM elements, view their files and download them, and use their links and attributes.
The Web development was carried out with mobile devices in mind, so that it is easy to select and slide in the touch sensitive screen.
Click here to see the figure
The user identifies himself with a name and password, and to search he may use the search templates that he has with his identity and that have also been marked to be used in the Web.
- External users. They can only enter the application identifying themselves (username and password) from the Web page of the application installed on the Web server with a Web browser or an App (Apple, Android, etc.) from a mobile device.
- Internal users. They can access by means of the Web page, like the external users, and also with the client program installed in the workstation identifying themselves with the username and the password in any case, or the LDAP domain or digital certificate if the application has been designed for it.
With the CIFKM client program, one accesses from the Windows “Start” menu where one selects and opens the “CIFKM” program and one enters the username and password. At the same location of the Windows menu are the guides and helps.
The user can, at any time, modify his username and password in Options/My personal window, of the floating icon menu. The administrator will initially enter the application as a user: admin and password: key.
This is a small semitransparent icon that appears when starting CIFKM, that is located over any other window (floating) to allow rapid access to the CIFKM functionalities.
Upon entering CIFKM, the program generates two icons: one situated in the Windows task bar and the other is the floating icon situated in the actual screen that may be positioned anywhere dragging it with the mouse.
Occasionally the floating icon may have been hidden by another window that has managed to cover it, in order to have it reappear again, one has to press the CIFKM icon of the Windows task bar.
The floating icon provides:
- Access to the CIFKM functionalities menu. This menu may vary from user to user, all this being managed by the administrator, so each user will access the one he has been assigned. To access the menu one has to press over the floating icon arrow, or click with the right mouse button anywhere on the floating icon.
- Drag and dropping files and folders from the user “PC”´s operating system over the floating icon, the files are automatically uploaded to “My pending files” in CIFKM and the publication wizard (see below) is opened automatically be default to create CIFKM elements.
- Informs the user of the ongoing transfer of files when they are uploaded to CIFKM, as shown in the figure.
This window appears automatically on the screen when one opens the application, or afterwards with the frequency with which it was configured, but always and only when the user has pending notices (not discarded) that have passed their alert date; only those that are in this situation will be displayed. The alert date is prior to or simultaneous to (different) from the date of the event associated to the notice. This date indicates when we would like a notice alert to appear in an intrusive fashion. All this doesn´t prevent one from searching the notices with filters and from viewing them in the “List of notices” that is located in the floating icon menu, or, if they have been appropriately marked, in the calendar.
From this pop-up window, one can administrate the alerts that the user has in the notices that appear in it. The notices are explained in more detail later on. Here, we will only describe the administration of this window with respect to these alerts, their modification, or suppression.
So that this window doesn´t pop-up, or so that certain notices don´t appear in it, the user will alternatively have to:
- Suppress the alert date of the selected notices with the button “Without alert”. This doesn´t imply either eliminating the notices nor the date of the event associated to them.
- Discard the selected notices, which implies modifying their status from Pending to Discarded, but without eliminating them. For this, the notices are selected and one presses the button “Discard” or “Discard all” depending on the operation one would like to perform. In the general administration of notices (List of notices) one may filter by this criterion.
- Postpone the alert date of the selected notices. For this, the notices are selected, the box to the left of the postpone button is dropped down, and one selects the option that one desires, and one presses the button “Postpone”. Attention! if one would like to postpone the alert to a specific date, instead of a period of time, either from the present or prior to the date of the alert, one must select “To a specific date” (see figure) from the drop-down before pressing the button “Postpone”. A calendar will then be displayed to select the new date and it will be accepted.
- Indicates that the notice is displayed also in the user calendar, for example, to signal a meeting.
- Indicates that the notice contains a “Note” associated to a CIFKM element (see notes below).
- Indicates whether or not the notice has any attached files.
- Indicates the date of the event associated to the notice and the date of the alert which has caused the appearance and inclusion of the notice in this alert pop-up window.
- Appears only when there is a CIFKM element associated to the notice. One may access it from here since the name of the displayed element is a link.
- Context menu of the right mouse button situated over any notice. We point out that the context menus of the right mouse button are a functionality that is widely implemented throughout the application.
The desktop serves the following purpose:
- Displays a function menu to the user, similar or different to that of the floating icon, which is configurable by the system administrator.
- Displays shortcuts to the creation templates of the CIFKM Smart Boxes and to the search templates that are used more frequently. The user may also include other templates apart from the set of templates that appear by default and those that have been made available to him. In the initial version downloaded from the site: www.cifkm.com there already appear shortcuts to the 3 initial CIFKM element creation templates and the corresponding search templates.
- Displays the shortcuts to CIFKM elements that the user may have included in the desktop.
The administrator may add or remove shortcuts from the desktop. The user, may in turn add or eliminate others at his convenience with the context menu of the right mouse button situated over any point of the desktop, for example, to add shortcuts to specific CIFKM elements with which he is working.
- Add publication and predefined search template: In the downloaded version, the 3 initial types of CIFKM smart box templates with their 3 corresponding predefined searches (all available to the four initial users) are already present in the desktop they have been assigned. All that one could do in this case would be duplicate the shortcut icons, so this functionality will only be useful if new templates are configured by the administrator.
2. Add CIFKM elements: A drop-down menu is displayed that allows one to search for the CIFKM elements or they may be brought in, depending, from the recent element window (see below) to add shortcuts to them in the desktop.
3. Align icons: align the selected icons.
4. Paste: Creates a shortcut to a CIFKM element previously copied from the CIFKM clipboard with the “copy” option of the context menu of the right mouse button, situated in any listing of the application where the element may be visible, or from the button “View/copy hyperlink” of the top bar of the window or CIFKM element form.