The name of your group appears above the What's Going On table on Self-Signup Home.
It also starts your page footers unless it is the same as Link 1's name.
The timestamp in each Audit Trail entry is set according to the time zone
you select in the Time Zone dropdown menu. This
setting is also used as the default time zone for your event schedules.
(Note: You cannot directly change your website ID, group owner,
or owner's email address. If you need
to do so, please email email@example.com).
Webmaster et al
Initially your group's only adminstrator is Webmaster. If you want people
to login as themselves when they perform admin actions, you need to give them
Admin privilege (using admin-Register Person or admin-Update Person).
There is no particular deadline for doing this. But being clear about who has
privileges is just good practice.
Webmaster's Email Address is the email address the webmaster gives to login.
It is also where PRESTO sends messages related to group management. For example,
if you do an Email Announcement and a recipient has a bad email address,
the non-delivery notice is sent to your group's webmaster.
Because the webmaster does not have a registration form, you use
the Webmaster Roles field to give the webmaster roles. Normally
you would care about this only if you want to login as Webmaster and
test out conditional activities. In particular, it's a good idea to verify that new
conditional-activity names and roles are spelled consistently (e.g. have no typos).
Audit Trail Messages
The audit trail is a log of your group's actions. You can view and search
it as described here.
Additionally, the email announcements, registration changes, and signup actions
done in your group over the past day
are nightly sent to the address specified in the All Major Actions email field.
If this field is left blank, it is set to the webmaster's email address.
If you decide
to maintain your original database, you ought to
fill in the Registration Info changes email field.
Setting this field causes the maintainer of your
original database to nightly be sent any registration changes in the audit trail.
User Security Policies
If you do nothing, your password policy will be Basic/Auto, the
initial privilege level will be Self Only, and self-registration will be allowed.
The available password policies are:
- No Passwords. The system is
completely open — the Login page does not even include a password
field (but see note 3).
- Admin Only. Only adminstrators have to have a non-blank password.
- Basic/Auto (the default policy). When an
administrator does an Import or Register Person a 4-digit
password is created automatically. When a person
creates her own password, it may be anything 4 characters or longer.
- Real/Manual. When people go to login the 1st time, they must click
on the "don't know password" link. It also means passwords must be at least
8 characters, including at least one number. Note that
Admin and Agent passwords must always follow this rule.
This policy is your dial for trading off security versus convenience.
For example, in a small informal group, any inconvenience might be viewed as a worse
thing than a lack of security. Conversely the default policy is Basic/Auto
rather than Real/Manual because the info stored in a PRESTO database tends to have minimal
- Basic/Auto or Real/Manual must be used if
you plan to Import multiple people with the same email address. (If your
policy is Admin-Only, multiple people can still have the same email
address, but only if each such person registers with a unique non-blank password).
- If you switch to a tougher password policy when there are already-registered people,
they will probably not be able to login after you make the switch. Thus you need to
inform them that they will have to use the forgot-password link on the Login page.
- When your policy is No Passwords and the webmaster's email address is entered,
a password field "magically appears" at that point in time.
(Thus even when your policy is No Passwords,
you have a way to prevent password-less access to
admin pages — give no one Admin privileges and instead require that all
admins login as webmaster).
Initial Privilege Level
This sets the default initial
level applied by Import and Register Person.
Your choices are Self Only (the person can only see her own signups),
See All Signups (the person can use
zooming and List All Signups
to see others who have signed up), and
Observer (the person can also display reports and send announcements).
When people login to your PRESTO website, what they can see and do
depends on the privilege level in their registration info.
Although you can always set this individually, it saves labor if
the default initial level matches the level of info sharing you want for your group.
In practice, small or informal groups are the ones that tend to
set a higher initial privilege level.
Self-Registration and Logging In
(Note: recall that Roles is one of the fields in the Registration form).
Your choices are:
- Self-registration allowed. When someone clicks on Register, she is immediately registered
and logged in.
- Self-registration not allowed. The Registration link does not appear on Self-Signup Home
— instead "contact us" does. (If you setup a Group's Email Address, the
"contact us" will be a link to this address).
- In general, people can login if their registration info includes an
email address. But if you give a
person a role of "guest" or "inactive",
a login by that person will fail with a "Logins-not-allowed" message.
The main reasons to disable self-registration are:
- Quality control of registration info. This is most likely an issue for a group that
customizes its registration form.
- Use of admin-only registration fields.
Since an admin person would need to do an
Update Person anyway to set these fields, it might simplify things to do it all in 1 step.
- You plan to give some people either the "guest" or "inactive" role,
and do not want this circumvented by a self-registration under another name.
(On the other hand, it is often reasonable to keep track of non-member
walk-ins at an event via "guest" and still allow self-registrations).
- You want to prevent rogue users in general.
Group Info and Trim of your Web Pages
When needed, you can cause the
display of a banner message at the top of Self-Signup Home and your self-signup
pages. For example, if your group was for
reserving tennis courts and you were having a tournament, you might
set this field to:
"Notice: tournament this weekend — limited court availability".
Note: it is your responsibility to clear this field when it no longer applies.
Your Group Logo
Notice the logo at the top left of your pages.
If you want to use a different image file for it, click
on the Choose File/Browse... button of the Group's Logo field and
enter its filename. (Note that you may have to refresh the browser window after
clicking on Configure's Update button for the change to take effect).
The image in the file should be on the order
of an inch big. If your logo is too big, you should edit it to a proper size. For example on
Windows, you could run the Microsoft Paint utility and:
- Open your image file or paste it from a web page.
- Use the Image->Stretch/Skew... command to resize it.
- Do File->Save. (If you pasted it, setting its Type to JPEG tends to work best).
Your Group's Page Footer
If you set any of these fields, PRESTO will place
a group-specific footer at the bottom of
each of your web pages (right above the PRESTO footer):
- Set Link 1 if you want a link to the specified page in
the footer of your web pages.
Name is the text that should be underlined. Web Address is
the web address of the page the
link is to.
For example, if your group has an overall home page, you might want to
set Link 1 to: Home=web address of your home page.
- You can create a second footer link via Link 2 if desired.
- Set Group's Email Address if you want a Contact Us link in the footer.
Also wherever the PRESTO UI uses the term 'Contact Us', this address will be used
(e.g. when you do not allow self-registration).
- Fill in the About Us text box if you want an About Us link in the footer.
If you enter text, clicking on About Us will display that text. If you enter
http://your page, clicking on About Us will display that page.
Using the Audit Trail
When you got to this page, it
displayed each major action of the current day that you had not seen yet.
Move your mouse over its Any New Major Actions button to display a count of the major
actions that have occurred since you got here.
If the count is greater than 0, click this button to display them.
Audit Trail Entries
An entry consists of: a summary line, the action's data, and
any feedback (i.e. errors, warnings, and FYIs) produced by the action.
A summary line contains when the action was done, the name of the action,
and who did the action. For successful self-signup and self-registration actions,
By-Who is the text "by self". Otherwise it is normally a person's name. But if
the doer is not logged in (or after certain errors), it is her internet address.
For successful major actions
(i.e. registration changes, email announcements, and signup actions), the action's
data describes the result of the action:
- Most registration-change audit entries contain a table listing the non-blank fields
of the person's registration info. If applicable, the table shows the old value of each field
changed by the action as well.
- An email-announcement audit entry contains:
the un-personalized copy of the message, plus a list of its recipients.
- A signup-action audit entry contains a description of the signup. It also
includes the auto-message intended for the person, if any.
(Note: there is no auto-message if Don't Send It is the action's policy,
or you clicked on Don't Send when the policy is Allow to Edit).
Also to facilitate searching for "last minute" actions, the entry contains
LT1 thru LT7 if the schedule item's date is less than 7 days in the future.
Otherwise, the action's data is simply what the user entered in the UI.
Note that if an action's inputs and feedback can be fit onto the
summary line, the entry will only contain a summary line.
The Search link
Click on the Search link to selectively display stuff from the past 10 days.
A Search displays the entries that match all the criteria you enter. If you
enter no criteria, all entries match. Either way, an error box will
be displayed if a Search matches more than 200 entries.
Choose from these criteria:
- One or two date/times. N is a today-relative date — that is, 0 means Today and
-1 means Yesterday and so on. If an h:m is entered, use 24-hour format (e.g.
15 rather 3pm). Entering only an h:m means Today h:m. If you enter partial info,
the missing info is filled in inclusively. For example,
if you entered 5/1 and 5/2, this means 5/1 00:00:00 thru 5/2 23:59:59. Similarly if you
entered just 5/1 17:10, this means 5/1 17:10:00 thru 5/1 17:10:59.
- What the action is about. You can select
all actions or a specific kind (e.g. signup-related or report-related).
- The action's behavior. For example, some actions just put up a box, and
others process what the use filled in. Select But Hide Show-Box Actions when
listing both seems redundant. Similarly to check for usability issues,
select That Had Problem. This will list only those actions that reported an error.
- A phrase. This matches the entries in which this text appears.
If you click on the Show Summary Lines button:
- The summary includes as much of the action's UI inputs and feedback as
can be fit in.
- The summary line's name is a link to display the full entry if anything
did not fit in the summary.
- If the action output multiple feedback messages, the feedback
portion of the summary is their count and the content of the most serious one.
Searching for Entries more than 10 Days Old
Each night you are emailed that day's activity. So you can search for old entries on your own system.
Note that audit entries in these messages contain extra info in their summary lines, to make it easier
to find what you are looking for.
If you search for old audit entries infrequently, searching your email messages
might suffice. However email searches are message-oriented, and in this case you want to find
specific lines in some daily-activity message.
To setup line-oriented searching,
install a text editor, like the free Notepad++, that can search multiple files at once.
Then after each daily-activity message arrives:
- Copy it to the clipboard. (In Gmail, you could: click
the Print icon, click the Print box's Cancel button, press Ctrl-A, press Ctrl-C).
- Run the text editor.
- Do the New File command and paste the clipboard into the new file.
- Save it with a name such that file name sort order matches date-arrived order. For example,
you could put all such files in the same directory and name each YYMMDD.txt.
To do a line-oriented search (using Notepad++ as an example):
- Do a Find in Files command (Shift-Ctrl-F), entering what you want to search for and the directory
where you put the files.
- Click on Find All to display the lines that match what you are searching for.
- If you know which match you want to look at, double-click on it to display its file centered around this match.
- Otherwise click F4 until the desired file/match is displayed.