Administration Guide

What is Trirange Portal Server?

Creating and managing content for a dynamic web site can turn into a real nightmare. Currently, there are
hundreds of Content Management Systems (CMS), ranging from simple freeware solutions to complex
applications that cost thousands of dollars. So what sets Trirange Portal Server apart from others?

Trirange Portal Server takes a different approach to Web Content Management. It is not just a CMS. With
Trirange Portal Server you can create content by moving, copying and dragging web parts on web pages.
It allows you to customize web sites to display a wide range of information and choose how this
information appears on a web page.

In simple terms, Trirange Portal Server allows you to:

- Manage an unlimited number of web sites from the same codebase/database and the same control
panel.
- Create web sites in different languages.
- Visually define the structure and hierarchy of your site.
- Easily add and modify content on web pages by moving, copying and dragging web parts.
- Publish content through content staging mechanism.
- Prevent multi-users from editing pages at the same time.
- Track the changes made in pages by the versioning feature.
- Personalize content in web pages so that they appear customized to you.
- Define custom layouts for each and every page of your site.
- Customize your site’s look & feel with themes.
- Manage your folders and files with a friendly user interface.
- Develop custom web parts to plug-in to your site.
- Protect your site’s resources with permissions.
- Search full-text data.
Why Trirange Portal Server?

Usability

With Trirange Portal Server, we are committed to providing our customers with software that is not only
powerful but also easy to use. Trirange Portal Server uses the same basic skill set that content editors need
for standard office applications such as Microsoft Word, with no requirements for coding or programming
skills.

Every aspect of Trirange Portal Server has been designed to ensure the screen and menu layouts are
logical and intuitive, with context sensitive help available on any screen and feature if needed.

Extensibility

We know that not all sites are the same and that you have your own unique needs and requirements. So
we designed Trirange Portal Server based on a flexible, modular architecture. When you need to add a
compelling new feature to your site you can simply snap-in a new web part.

Trirange Portal Server is based on Microsoft ASP.Net 2.0 Web Parts Framework. Web Parts are the
building blocks for an easily customizable web interface. Web Parts technology is introduced in ASP.Net
2.0 which is the fastest growing web development platform in the world. This means that while you are
reading these lines, many web parts are being developed by web developers around the world and all of
them can be plugged-in to Trirange Portal Server.

Productivity

Trirange Portal Server provides tools for web site users to collaborate in a Web-based environment. These
tools make the content publishing process more efficient, which can increase productivity and reduce
costs.

Easy to install
Installing Trirange Portal Server is easy. The setup wizard guides you through the procedure and the
installation manual is at your disposal should anything be unclear. Trirange Portal Server can be up-and-
running in less than 5 minutes.

I. Site Administration

The Site Administration tools provide you with the ability to manage users, roles, web parts and other
settings for your web site.

Before you can perform the functions below, you need to log in as a web site administrator. Next, on
the Actions menu, click Site Administration. In the Site Administration page, you can edit all
settings for the web site.

1. Manage Users & Roles

1.1 Manage Users

To manage users in the web site, on the Site Administration page, click Manage Users. The Manage
Users page will be shown and from there you can manage all users in the web site.

a. Create a new user

1. On the Manage Users page, click Create.

2. In the User Name box, type a name for the user. This name is used to identify the user.
3. In the Password box, type a password for the user.
4. In the Confirm Password box, retype the password again.
5. In the E-mail box, specify an e-mail address for the user.
6. In the Security Question and Security Answer boxes, type a security question and answer.
Security question and answer will be used in case the user needs to recover his/her password.
7. In the Active box, specify whether the user is active. If a user is not active, he/she will not be
able to log in to the web site.
8. Click OK.

b. Edit a user
 1. On the Manage Users page, right-click on the user you want to edit, and then click Edit
User.
2. In the E-mail box, specify an e-mail address for the user.
3. In the Description box, type a description for the user.
4. Click OK.

c. Edit roles for a user

1. On the Manage Users page, right-click on the user you want to edit and then click Edit
Roles.
2. In the roles list, check on the role you want to assign the user to or uncheck on the role you
want to remove the user from.
3. Click OK.

d. Reset password for a user

1. On the Manage Users page, right-click on the user whose password you want to reset and
then click Reset Password.
2. In the New Password box, type a new password for the user.
3. In the Confirm New Password box, retype the new password again.
4. Click OK.

e. Unlock a locked user

1. On the Manage Users page, right-click on the locked user you want to unlock and then click
Unlock.

f. Delete a user

1. On the Manage Users page, right-click on the user you want to delete, and then click Delete.
2. Click OK.

1.2 Manage Roles

 To manage roles in the web site, on the Site Administration page, click Manage Roles. The Manage
Roles page will be shown and from there you can manage all roles in the web site.

a. Create a new role

1. On the Manage Roles page, click Create.

2. In the Name box, type a name for the role.
3. Click OK.

b. Manage users for a role

1. On the Manage Roles page, right-click on the role you want to manage users and then click
Manage Users.
2. In the users list, check on the user you want to assign to the role or uncheck on the user you
want to remove from the role.
3. Click OK.

c. Delete a role

1. On the Manage Roles page, right-click on the role you want to delete and then click Delete.
2. Click OK.

2. Look & Feel

Look & Feel functions allow you to control how the web site is displayed.

2.1 Change web site title and description

The title and description are displayed in the header of every page in the web site. You can click on
the title or description in the header of a page to start editing it. You can also change the title and
description by following the steps below.

1. On the Site Administration page, click Title and Description.

2. In the Title box, type a title for the web site.
3. In the Description box, type a description for the web site.
4. Click OK.
2.2 Apply a theme
A theme is a collection of property settings that allow you to define the look of pages, and then apply
the look consistently across pages in a site. Themes are made up of a set of elements: skins, cascading
style sheets (CSS), images, and other resources. You can create your own themes to apply to pages in
a site. Applying a theme will change the fonts and color scheme for your site, it will not affect the
web site's layout.

1. On the Site Administration page, click Apply Theme.

2. In the Themes drop down list, select a theme you want to apply.
3. Click OK.

2.3 Change site master page

Master pages allow you to create a consistent layout for the pages in your web site. A single master
page defines the look and feel and standard behavior that you want for all of the pages (or a group of
pages) in the web site.

1. On the Site Administration page, click Change Master Page.

2. In the Master page for system pages drop down list, select a master page for system pages in the
web site.
3. In the Master page for user-created pages drop down list, select a master page for user-created
pages in the web site.
4. Click OK.

3. Galleries

3.1 Web Parts

To manage the web part gallery in the web site, on the Site Administration page click Web Parts.
The Web Part Gallery page will be shown and from there you can manage web parts in the web site.

a. Preview a web part

1. On the Web Part Gallery page, right-click on the web part you want to preview and then
click Preview.
 b. Manage permissions for a web part
If a user wants to add a web part to a page in the site, the user must have permission to use the
web part. To manage permissions for a web part in the site, you should follow the steps below.

1. On the Web Part Gallery page, right-click on the web part you want to manage permissions,
and then click Manage Permissions.
2. On the roles list, check on the role you want to assign permission to use the web part or
uncheck on the role you want to remove permission to use the web part from.
3. Check on Available for all roles if you want to assign permission to use the web part to all
roles.
4. Click OK.

3.2 Master Pages

Master pages allow you to create a consistent layout for the pages in the web site. A single master
page defines the look and feel and standard behavior that you want for all of the pages (or a group of
pages) in the web site. To manage the master page gallery in the web site, on the Site Administration
page, click Master Pages. The Master Page Gallery page will be shown and from there you can
manage master pages in the web site.

a. Upload a master page

1. On the Master Page Gallery page, click Upload.

2. In the Name box, type a name for the master page.
3. In the Description box, type a description for the master page.
4. In the Master Page Package section, select a master page package to upload. A master page
package is a .zip file which contains all the necessary files for a master page.
5. In the Preview Image section, specify a preview image for the master page.
6. Click OK.

b. Edit a master page

1. On the Master Page Gallery page, right-click on the master page you want to edit and then
click Edit.
2. In the Description box, type a description for the master page.
 3. In the Preview Image section, specify a preview image for the master page.
4. Click OK.

c. Preview a master page

1. On the Master Page Gallery page, right-click on the master page you want to preview and
then click Preview.

d. Delete a master page

1. On the Master Page Gallery page, right-click on the master page you want to delete and then
click Delete.
2. Click OK.

3.3 Themes
A theme is a collection of property settings that allow you to define the look of pages, and then apply
the look consistently across pages in a site. Themes are made up of a set of elements: skins, cascading
style sheets (CSS), images, and other resources. You can create your own themes to apply to pages in
a site. To manage the theme gallery in the web site, on the Site Administration page click Themes.
The Theme Gallery page will be shown and from there you can manage themes in the web site.

a. Upload a theme

1. On the Theme Gallery page, click Upload.

2. In the Name box, type a name for the theme.
3. In the Description box, type a description for the theme.
4. In the Theme Package section, select a theme package to upload. A theme package is a .zip
file which contains all the necessary files for a theme.
5. In the Preview Image section, specify a preview image for the theme.
6. Click OK.

b. Edit a theme

1. On the Theme Gallery page, right-click on the theme you want to edit and then click Edit.
2. In the Description box, type a description for the theme.
 3. In the Preview Image section, specify a preview image for the theme.
4. Click OK.

c. Preview a theme

1. On the Theme Gallery page, right-click on the theme you want to preview and then click
Preview.

d. Delete a theme

1. On the Theme Gallery page, right-click on the theme you want to delete and then click
Delete.
2. Click OK.

3.4 Page Layouts

Page layouts help dictate the overall look and feel of a Web page. Page layout defines web zones
where you place web parts on a page. To manage the page layout gallery in the web site, on the Site
Administration page click Page Layouts. The Page Layout Gallery page will be shown and from
there you can manage page layouts in the web site.

a. Add a new page layout

1. On the Page Layout Gallery page, click Add Page Layout.

2. In the Name box, type a name for the page layout.
3. In the Description box, type a description for the page layout.
4. In the Page Layout File section, specify a page layout file. A page layout file is a .aspx file
which defines the layout for pages.
5. In the Preview Image section, specify a preview image for the page layout.
6. Click OK.

b. Edit a page layout

1. On the Page Layout Gallery page, right-click on the page layout you want to edit and then
click Edit.
2. In the Name box, type a name for the page layout.
 3. In the Description box, type a description for the page layout.
4. In the Page Layout File section, specify a page layout file. A page layout file is a .aspx file
which defines the layout for pages.
5. In the Preview Image section, specify a preview image for the page layout.
6. Click OK.

c. Preview a page layout

1. On the Page Layout Gallery page, right-click on the page layout you want to preview and
then click Preview.

d. Delete a page layout

1. On the Page Layout Gallery page, right-click on the page layout you want to delete and then
click Delete.
2. Click OK.

4. Manage Pages
To manage pages in the web site, on the Site Administration page, click Pages. The Page
Management page will be shown and from there you can manage pages in the web site.

4.1 Create a new page

1. On the Page Management page, click Create Page.

2. In the Page Name box, type a name for the page. This name will appear in the URL of the page
in the form of http://www.example.com/PageName.aspx.
3. In the Page Title box, type a title for the page.
4. In the Description box, type a description for the page.
5. In the Page Layout section, select a layout for the page that you want to create. The layout that
you choose depends on the type of content that you want to publish or the template that your site
designer wants you to use.
6. In the Keywords box, type keywords you want to insert in the meta tags of the page. These
keywords are useful for search engines to index the page.
 7. In the Parent Page drop down list, specify a parent page for the page. The parent page represents
the parent node of the page on the hierarchical site map structure.
8. In the Permissions section, specify permissions for roles on the page.
9. In the Visible section, specify whether the page is visible on the site map.
10. In the Enabled section, specify whether the page is enabled on the site map. If a page is disabled,
you cannot click on the page link on the site map menu to enter the page.
11. In the Link section, specify whether the page is a link to another resource (page/url/file).
12. Click OK.

4.2 Move a page to a new location

1. On the Page Management page, put the mouse cursor over the page you want to move, then press
and hold the left mouse button. Without releasing the button, move the mouse cursor to a new
location in the page tree. Then release the mouse button.

4.3 Edit settings of a page

1. On the Page Management page, right-click on the page that you want to edit settings, and then
click Page settings.
2. In the Page Name box, type a name for the page. This name will appear in the URL of the page
in the form of http://www.example.com/PageName.aspx.
3. In the Page Title box, type a title for the page.
4. In the Description box, type a description for the page.
5. In the Keywords box, type keywords you want to insert in the meta tags of the page. These
keywords are useful for search engines to index the page.
6. In the Parent Page drop down list, specify a parent page for the page. The parent page represents
the parent node of the page in the hierarchical site map structure.
7. In the Visible section, specify whether the page is visible on the site map.
8. In the Enabled section, specify whether the page is enabled on the site map. If a page is disabled,
you cannot click on the page link in the site map menu to enter the page.
9. In the Link section, specify whether the page is a link to another resource (page/url/file).
10. Click OK.

4.4 Manage permissions for a page

 1. On the Page Management page, right-click on the page that you want to manage permissions, and
then click Page permissions.
2. Specify permissions on the page for each role in the list. Check on the permission you want to
assign to the role or uncheck on the permission you want to remove from the role.
3. In the Page Title box, type a title for the page.
4. Click OK.

4.5 Delete a page

1. On the Page Management page, right-click on the page you want to delete and then click Delete.
2. Click OK.

5. Manage Files and Folders

To manage files and folders in the web site, on the Site Administration page, click File Manager.
The File Manager page will be shown and from there you can manage files and folders in the web
site.

5.1 Create a new folder

1. On the File Manager page, in the folder tree on the left, right-click on the folder you want to
create a child folder and then click Create Folder.
2. Type a name for the new folder.
3. Press Enter.

5.2 Rename a folder

1. On the File Manager page, in the folder tree on the left, right-click on the folder you want to
rename and then click Rename.
2. Type a new name for the folder.
3. Press Enter.

5.3 Move a folder to a new location

 1. On the File Manager page, in the folder tree on the left, put the mouse cursor over the folder you
want to move, then press and hold the left mouse button. Without releasing the button, move the
mouse cursor to a new location in the folder tree. Then release the mouse button.

5.4 Manage permissions for a folder

1. On the File Manager page, in the folder tree on the left, right-click on the folder you want to
manage permissions and then click Manage permissions.
2. Specify permissions on the folder for each role in the list. Check on the permission you want to
assign to the role or uncheck on the permission you want to remove from the role.
3. Click OK.

5.5 Delete a folder

1. On the File Manager page, in the folder tree on the left, right-click on the folder you want to
delete and then click Delete.
2. Click OK.

5.6 Upload file(s) to a folder

1. On the File Manager page, in the folder tree on the left, click on the folder you want to upload
files to and then click Upload Files.
2. Click Browse to select a file in the local machine to upload to the folder.
3. Click Add File to add a new file to upload.
4. Click OK.

5.7 Copy file(s) from a folder to another folder

1. On the File Manager page, in the folder tree on the left, click on the folder you want to copy
file(s) from.
2. In the file list on the right, click on the file you want to copy. To select multiple files, hold the
Ctrl key and click on files in the list.
3. Click Copy Files.
4. In the folder tree, click on the folder you want to copy file(s) to.
 5. Click OK.

5.8 Move file(s) from a folder to another folder

1. On the File Manager page, in the folder tree on the left, click on the folder you want to move
file(s) from.
2. In the file list on the right, click on the file you want to move. To select multiple files, hold the
Ctrl key and click on files in the list.
3. Click Move Files.
4. In the folder tree, click on the folder you want to move file(s) to.
5. Click OK.

5.9 Open a file

1. On the File Manager page, in the folder tree on the left, click on the folder which contains the file
you want to open.
2. In the file list on the right, right-click on the file you want to open, and then click Open.

5.10 Download a file

1. On the File Manager page, in the folder tree on the left, click on the folder that contains the file
you want to download.
2. In the file list on the right, right-click on the file you want to download and then click Download.

5.11 Rename a file

1. On the File Manager page, in the folder tree on the left, click on the folder that contains the file
you want to rename.
2. In the file list on the right, right-click on the file you want to rename and then click Rename.
3. Type a new name for the file.
4. Click OK image button.

5.12 Delete file(s)

 1. On the File Manager page, in the folder tree on the left, click on the folder that contains the file(s)
you want to delete.
2. In the file list on the right, right-click on the file you want to delete, click Delete and then click
OK.
3. You can delete multiple files by holding the Ctrl key then click on the files you want to delete
and click Delete Files.

5.13 Synchronize file system

If you upload files via FTP directly to the site folder, you should synchronize the file system to ensure
all folders and files are kept in sync and displayed within the File Manager.

1. On the File Manager page, click Synchronize.

6. Usage Reports
With usage reports, site administrators can view the details of visitors using their web site. There are a
variety of reports available to display information regarding site usage, membership, and volumes. To
view usage reports, on the Site Administration page, click Usage Reports. The Usage Reports page
will be shown and from there you can view reports for your web site.

6.1 View a usage report

1. On the Usage Reports page, in the Report drop down list, select the report you want to view.
2. In the Start Date box, select a start date of the report.
3. In the End Date box, select an end date of the report.
4. Click View Logs.

6.2 Delete usage data

1. In the Start Date box, select a start date.

2. In the End Date box, select an end date.
3. Click Delete Logs to delete the usage data in the selected period of time.
4. Click Clear Logs to delete all the usage data.

7. Site Settings
7.1 Home Page

1. On the Site Administration page, click Home Page.

2. In the Pages drop down list, select the page you want to set as the home page of the web site.
3. Click OK.

7.2 Keywords
Keywords are inserted to the keyword meta tag of all pages in the web site which is useful for search
engines to index the web site.

1. On the Site Administration page, click Keywords.

2. In the Keywords box, type keywords which are separated by commas.
3. Click OK.

7.3 E-mail Settings

The E-mail Settings contain all the settings related to the e-mail feature of the web site.

1. On the Site Administration page, click E-mail Settings.

2. In the Site E-mail box, specify an e-mail address for the web site. This e-mail address is used as
the sender address when sending e-mail.
3. In the E-mail Format section, specify the format for e-mail messages. HTML messages can
contain formatting. Plain text can be read by everyone but contains no formatting.
4. In the Send E-mail Options section, specify whether the system will send e-mails to inform
users of events.
5. In the E-mail Content section, specify subject and body content for e-mail messages.
6. Click OK.

7.4 User Registration Settings

The User Registration Settings contain the settings related to the user registration feature of the web
site.

1. On the Site Administration page, click User Registration Settings.

 2. In the Allow User Registration section, specify whether people can register accounts to access
the web site.
3. In the Account Activation section, specify how a new account is activated. If you select
Automatic, a newly created account is available immediately. If you select Admin Approval, a
newly created account needs to be approved by the web site administrators.
4. In the Auto Login section, specify whether a new user will be logged in automatically after
registration.
5. Click OK.

7.5 Regional Settings

The Regional Settings contain the locale and time zone settings for the web site.

1. On the Site Administration page, click Regional Settings.

2. In the Locale drop down list, specify the world region that you would like dates, numbers and
sort order to be based on.
3. In the Time Zone drop down list, specify the standard time zone for the web site.
4. Click OK.

7.6 Site Aliases

A site alias is an http address that allows users to access the web site. A web site can have multiple
aliases. Users can access the web site by visiting one of these aliases. The Site Alias feature allows
you to point multiple domain names to the same web site. To manage web site aliases, on the Site
Administration page, click Site Aliases. The Site Aliases page will be shown and from there you can
manage all aliases for the web site.

a. Add a site alias

1. On the Site Aliases page, click Add Alias.

2. In the Site URL box, type a URL which is used to access the web site.
3. Click OK.

b. Edit a site alias

1. On the Site Aliases page, right-click on the alias you want to edit and then click Edit.
 2. In the Site URL box, type a URL which is used to access the web site.
3. Click OK.

c. Delete a site alias

1. On the Site Aliases page, right-click on the alias you want to delete and then click Delete.
2. Click OK.

7.7 Enable Site Indexing

The Enable Site Indexing page allows you to specify whether the web site is indexed by the indexing
service. If a web site is not indexed, you cannot search its data with the search feature.

1. On the Site Administration page, click Enable Site Indexing.

2. In the Enable Site Indexing section, specify whether the web site is indexed by the indexing
service.
3. Click OK.

II.System Administration

The System Administration tools provide you with the ability to manage system settings, which affect
all web sites.

Before you can perform the functions below, you need to log in as a system administrator. Next, on
the Actions menu, click System Administration. The System Administration page will be shown,
which is where you can edit all system settings.

1. Manage Cross-site Users & Roles

1.1 Manage Cross-site Users

To manage cross-site users, on the System Administration page, click Manage Cross-site Users. The
Manage Cross-site Users page will be shown and from there you can manage all cross-site users.

a. Create a new cross-site user

 1. On the Manage Cross-site Users page, click Create.
2. In the User Name box, type a name for the user. This name is used to identify the user.
3. In the Password box, type a password for the user.
4. In the Confirm Password box, retype the password again.
5. In the E-mail box, specify an e-mail address for the user.
6. In the Security Question and Security Answer boxes, type a security question and answer.
The security question and answer will be used in case the user needs to recover his/her
password.
7. In the Active box, specify whether the user is active. If a user is not active, he/she will not be
able to log in to any web site.
8. Click OK.

b. Edit a cross-site user

1. On the Manage Cross-site Users page, right-click on the user you want to edit and then click
Edit User.
2. In the E-mail box, specify an e-mail address for the user.
3. In the Description box, type a description for the user.
4. Click OK.

c. Edit roles for a cross-site user

1. On the Manage Cross-site Users page, right-click on the user you want to edit and then click
Edit Roles.
2. In the cross-site roles list, check on the role you want to assign the user to or uncheck the role
you want to remove the user from.
3. Click OK.

d. Reset password for a cross-site user

1. On the Manage Cross-site Users page, right-click on the user whose password you want to
reset then click Reset Password.
2. In the New Password box, type a new password for the user.
 3. In the Confirm New Password box, retype the new password again.
4. Click OK.

e. Unlock a locked cross-site user

1. On the Manage Cross-site Users page, right-click on the locked user you want to unlock and
then click Unlock.

f. Delete a cross-site user

1. On the Manage Cross-site Users page, right-click on the user you want to delete and then
click Delete.
2. Click OK.

1.2 Manage Cross-site Roles

To manage cross-site roles, on the System Administration page, click Manage Cross-site Roles. The
Manage Cross-site Roles page will be shown and from there you can manage all cross-site roles.

a. Create a new cross-site role

1. On the Manage Cross-site Roles page, click Create.

2. In the Name box, type a name for the role.
3. Click OK.

b. Manage users for a cross-site role

1. On the Manage Cross-site Roles page, right-click on the role you want to manage users, and
then click Manage Users.
2. In the cross-site users list, check on the user you want to assign to the role or uncheck the
user you want to remove from the role.
3. Click OK.

c. Delete a cross-site role

 1. On the Manage Cross-site Roles page, right-click on the role you want to delete and then
click Delete.
2. Click OK.

2. System Galleries
The system galleries include resources which can be used by all web sites.

2.1 Web Parts

To manage the system web part gallery, on the System Administration page, click Web Parts. The
Web Part Gallery page will be shown and from there you can manage web parts. A web part must be
assigned to a web site before it can be used in the web site.

a. Add a web part

1. On the Web Part Gallery page, click Add Web Part.

2. In the Name box, type a name for the web part.
3. In the Description box, type a description of the web part.
4. In the Web Part Type and Location section, specify the type of the web part and its
location. If you select Web Part as the type of the web part, in the Type Name box, type the
full class name followed by the assembly name of the web part definition class. Example:
"Trirange.WebParts.XYZWebPart, Trirange.Core". If you select User Control as the type of
web part, in the Control Path, type the path to the user control. Example:
“~/WebParts/XYZWebPart.ascx”.
5. In the Icon and Preview Image section, specify an icon and preview image for the web part.
The icon will display in the toolbox where you browse web parts to add to a page.
6. Click OK.

b. Edit a web part

1. On the Web Part Gallery page, right-click on the web part you want to edit and then click
Edit.
2. In the Name box, type a name for the web part.
3. In the Description box, type a description for the web part.
 4. In the Web Part Type and Location section, specify the type of the web part and its
location. If you select Web Part as the type of the web part, in the Type Name box, type the
full class name followed by the assembly name of the web part definition class. Example:
"Trirange.WebParts.XYZWebPart, Trirange.Core". If you select User Control as the type of
the web part, in the Control Path, type the path to the user control. Example:
“~/WebParts/XYZWebPart.ascx”.
5. In the Icon and Preview Image section, specify an icon and preview image for the web part.
The icon will display in the toolbox where you browse web parts to add to a page.
6. Click OK.

c. Preview a web part

1. On the Web Part Gallery page, right-click on the web part you want to preview and then
click Preview.

d. Manage permissions for a web part

Before a web part can be used in a web site, permission to use the web part must be assigned to
the web site. To manage permissions for a web part, follow the steps below.

1. On the Web Part Gallery page, right-click on the web part you want to manage permissions
and then click Manage Permissions.
2. In the web sites list, check on the web site you want to assign permission to use the web part
to or uncheck on the web site you want to remove the permission to use the web part from.
3. Check on Available for all sites if you want to assign permission to use the web part to all
web sites.
4. Click OK.

e. Delete a web part

1. On the Web Part Gallery page, right-click on the web part you want to delete and then click
Delete.
2. Click OK

2.2 Master Pages

Master pages allow you to create a consistent layout for the pages in the web site. A single master
page defines the look and feel and standard behavior that you want for all of the pages (or a group of
pages) in the web site. Master pages in this gallery can be used in all web sites. To manage the system
master page gallery, on the System Administration page, click Master Pages. The Master Page
Gallery page will be shown and from there you can manage master pages.

a. Upload a master page

1. On the Master Page Gallery page, click Upload.

2. In the Name box, type a name for the master page.
3. In the Description box, type a description for the master page.
4. In the Master Page Package section, select a master page package to upload. A master page
package is a .zip file which contains all the necessary files for a master page.
5. In the Preview Image section, specify a preview image for the master page.
6. Click OK.

b. Edit a master page

1. On the Master Page Gallery page, right-click on the master page you want to edit and then
click Edit.
2. In the Description box, type a description for the master page.
3. In the Preview Image section, specify a preview image for the master page.
4. Click OK.

c. Preview a master page

1. On the Master Page Gallery page, right-click on the master page you want to preview and
then click Preview.

d. Delete a master page

1. On the Master Page Gallery page, right-click on the master page you want to delete, and
then click Delete.
2. Click OK.
2.3 Themes
A theme is a collection of property settings that allow you to define the look of pages, and then apply
the look consistently across pages in a site. Themes are made up of a set of elements: skins, cascading
style sheets (CSS), images, and other resources. You can create your own themes to apply to pages in
a site. Themes in this gallery can be used in all web sites. To manage the system theme gallery, on the
System Administration page, click Themes. The Theme Gallery page will be shown and from there
you can manage themes.

a. Upload a theme

1. On the Theme Gallery page, click Upload.

2. In the Name box, type a name for the theme.
3. In the Description box, type a description of the theme.
4. In the Theme Package section, select a theme package to upload. A theme package is a .zip
file which contains all the necessary files for a theme.
5. In the Preview Image section, specify a preview image for the theme.
6. Click OK.

b. Edit a theme

1. On the Theme Gallery page, right-click on the theme you want to edit and then click Edit.
2. In the Description box, type a description for the theme.
3. In the Preview Image section, specify a preview image for the theme.
4. Click OK.

c. Preview a theme

1. On the Theme Gallery page, right-click on the theme you want to preview and then click
Preview.

d. Delete a theme

1. On the Theme Gallery page, right-click on the theme you want to delete and then click
Delete.
2. Click OK.
2.4 Page Layouts
Page layouts help dictate the overall look and feel of a Web page. Page layout defines web zones
where you place web parts on a page. Page layouts in this gallery can be used in all web sites. To
manage the system page layout gallery, on the System Administration page, click Page Layouts. The
Page Layout Gallery page will be shown and from there you can manage page layouts.

a. Add a new page layout

1. On the Page Layout Gallery page, click Add Page Layout.

2. In the Name box, type a name for the page layout.
3. In the Description box, type a description for the page layout.
4. In the Page Layout File section, specify a page layout file. A page layout file is a .aspx file
which defines the layout for pages.
5. In the Preview Image section, specify a preview image for the page layout.
6. Click OK.

b. Edit a page layout

1. On the Page Layout Gallery page, right-click on the page layout you want to edit and then
click Edit.
2. In the Name box, type a name for the page layout.
3. In the Description box, type a description for the page layout.
4. In the Page Layout File section, specify a page layout file. A page layout file is a .aspx file
which defines the layout for pages.
5. In the Preview Image section, specify a preview image for the page layout.
6. Click OK.

c. Preview a page layout

1. On the Page Layout Gallery page, right-click on the page layout you want to preview, and
then click Preview.
 d. Delete a page layout

1. On the Page Layout Gallery page, right-click on the page layout you want to delete, and
then click Delete.
2. Click OK.

2.5 Site Templates

A site template defines the initial content for a web site. A site template is a .stp file which contains
all the necessary content for a web site. To manage the site template gallery, on the System
Administration page, click Site Templates. The Site Template Gallery page will be shown and from
there you can manage all site templates.

a. Upload site templates

1. On the Site Template Gallery page, click Upload.

2. Click Browse to select a .stp file in the local machine to upload.
3. Click Add File to add a new file to upload.
4. Click OK.

b. Edit a site template

1. On the Site Template Gallery page, right-click on the site template you want to edit, and
then click Edit.
2. In the Template File box, type a name of the site template file. Example: SampleSite.stp.
3. In the Name box, type a name for the site template.
4. In the Description box, type a description for the site template.
5. In the Preview Image section, specify a preview image for the site template.
6. In the Group section, specify a group for the site template. You can select an existing group
or specify a new group.
7. Click OK.

c. Download a site template file

 1. On the Site Template Gallery page, right-click on the site template you want to download
and then click Download.

d. Delete a site template

1. On the Site Template Gallery page, right-click on the site template you want to delete and
then click Delete.
2. Click OK.

e. Save a site as template

1. On the System Administration page, click Save Site As Template.

2. In the Site drop down list, select the web site whose content you want to save as template.
3. In the Template File box, type a name for the site template file.
4. In the Name box, type a name for the site template.
5. In the Description box, type a description of the site template.
6. In the Preview Image section, specify a preview image for the site template.
7. In the Group section, specify a group for the site template. You can select an existing group
or specify a new group.
8. Click OK.

3. Manage Files and Folders

To manage system files and folders, on the System Administration page, click File Manager. The
File Manager page will be shown and from there you can manage system files and folders.

a. Create a new folder

1. On the File Manager page, in the folder tree on the left, right-click on the folder you want to
create a child folder and then click Create Folder.
2. Type a name for the new folder.
3. Press Enter.

b. Rename a folder
 1. On the File Manager page, in the folder tree on the left, right-click on the folder you want to
rename and then click Rename.
2. Type a new name for the folder.
3. Press Enter.

c. Move a folder to a new location

1. On the File Manager page, in the folder tree on the left, put the mouse cursor over the folder
you want to move then press and hold the left mouse button. Without releasing the button,
move the mouse cursor to a new location in the folder tree. Then release the mouse button.

d. Delete a folder

1. On the File Manager page, in the folder tree on the left, right-click on the folder you want to
delete and then click Delete.
2. Click OK.

e. Upload file(s) to a folder

1. On the File Manager page, in the folder tree on the left, click on the folder you want to upload
files to and then click Upload Files.
2. Click Browse to select a file in the local machine to upload to the folder.
3. Click Add File to add a new file to upload.
4. Click OK.

f. Copy file(s) from a folder to another folder

1. On the File Manager page, in the folder tree on the left, click on the folder you want to copy
file(s) from.
2. In the file list on the right, click on the file you want to copy. To select multiple files, hold the
Ctrl key and click on files in the list.
3. Click Copy Files.
4. In the folder tree, click on the folder you want to copy file(s) to.
5. Click OK.
g. Move file(s) from a folder to another folder

1. On the File Manager page, in the folder tree on the left, click on the folder you want to move
file(s) from.
2. In the file list on the right, click on the file you want to move. To select multiple files, hold
the Ctrl key and click on files in the list.
3. Click Move Files.
4. In the folder tree, click on the folder you want to move file(s) to.
5. Click OK.

h. Open a file

1. On the File Manager page, in the folder tree on the left, click on the folder which contains the
file you want to open.
2. In the file list on the right, right-click on the file you want to open and then click Open.

i. Download a file

1. On the File Manager page, in the folder tree on the left, click on the folder which contains the
file you want to download.
2. In the file list on the right, right-click on the file you want to download and then click
Download.

j. Rename a file

1. On the File Manager page, in the folder tree on the left, click on the folder which contains the
file you want to rename.
2. In the file list on the right, right-click on the file you want to rename and then click Rename.
3. Type a new name for the file.
4. Click the OK image button.

k. Delete file(s)
 1. On the File Manager page, in the folder tree on the left, click on the folder that contains the
file(s) you want to delete.
2. In the file list on the right, right-click on the file you want to delete, click Delete, and then
click OK.
3. You can delete multiple files by holding the Ctrl key and clicking on the files you want to
delete then click Delete Files.

l. Synchronize file system

If you upload files via FTP directly to the site folder, you should synchronize the file system to
ensure all folders and files are kept in sync and displayed within the File Manager.

1. On the File Manager page, click Synchronize.

4. Manage Web Sites

Trirange Portal Server has the ability to manage many web sites with the same code base and
database. To manage web sites, on the System Administration page, click Sites. The Site
Management page will be shown and from there you can manage all web sites.

a. Create a new web site

1. On the Site Management page, click Create Site.

2. In the Site Template section, select a site template for the web site.
3. Click Next.
4. In the Master page for system pages drop down list, select a master page for system pages
in the web site.
5. In the Master page for user-created pages drop down list, select a master page for user-
created pages in the web site.
6. In the Theme drop down list, select a theme for the web site.
7. Click Next.
8. In the Name box, type a name for the web site. The site name is used to identify a web site. It
cannot be changed later.
9. In the Description box, type a description for the web site.
10. In the Site URL box, specify a URL for the web site. The URL is used to access the web site.
 11. In the Site E-mail box, specify an e-mail address for the web site. This e-mail address is used
as the sender address when sending e-mail.
12. In the Default Language box, specify the default language for the web site.
13. In the Administrator Information, specify the information for the built-in administrator of
the web site.
14. Click Create.

b. Manage a web site

1. On the Site Management page, right-click on the web site and then click Manage.
2. The Site Administration will be shown which is where you can manage all the settings for the
web site.

c. Delete a web site

1. On the Site Management page, right-click on the web system and then click Delete.
2. Click OK.

5. Manage Languages
Trirange Portal Server has the ability to manage many languages so that you can create a web site in
your favorite language. To manage languages, on the System Administration page, click Languages.
The Language Management page will be shown and from there you can manage all languages.

a. Add a new language

1. On the Language Management page, click Add Language.

2. In the Language drop down list, select the language you want to add.
3. Click OK.

b. Upload a language pack for a language

1. On the Language Management page, right-click on the language you want to upload the
language pack, and then click Upload Language Pack.
 2. In the Language Pack section, specify a language pack file to upload. A language package is
a .zip file which contains all the necessary resources for a language.
3. Click OK.

c. Delete a language

1. On the Language Management page, right-click on the language you want to delete and then
click Delete.
2. Click OK.

6. System Settings

6.1 Default Web Site

There must be at least one web site in the system which is the default website. By default, the
default web site is the one you created when you installed Trirange Portal Server. To change the
default web site, follow the steps below.

1. On the System Administration page, click Default Site.

2. In the Default Site drop down list, select the web site you want to be the default web site.
3. Click OK.

6.2 E-mail Settings

The System E-mail Settings contain the settings for the e-mail feature which are used in all web
sites.

1. On the System Administration page, click E-mail Settings.

2. In the SMTP Server box, specify the SMTP server which is used to send e-mails.
3. In the SMTP Authentication section, specify the method to authenticate with the SMTP
server.
4. In the SMTP User and SMTP Password boxes, type the user name and password you want
to use to authenticate with the SMTP server in case you selected Basic as the SMTP
Authentication method.
5. In the SMTP Port box, specify the port for the SMTP server. By default, it is 25.
 6. In the Send E-mail Options section, specify whether the system will send e-mails to inform
users of events (These settings are used for cross-site users).
7. Click OK.

6.3 Account Lockout Policy

1. On the System Administration page, click Account Lockout Policy.

2. In the Account will lockout after box, specify the maximum number of invalid login times
before the system locks an account.
3. In the Account is locked out for box, specify how long the system locks an account (in
minutes).
4. Click OK.

6.4 Usage Logging Settings

The Usage Logging Settings contain the settings of whether and how the system records the
usage data. The usage data is used in the usage reports.

1. On the System Administration page, click Usage Logging Settings.

2. In the Enable Usage Loggings section, specify whether the system records the usage data.
3. In the Number of days the usage data is stored box, specify how long the system stores the
usage data.
4. Click OK.

6.5 Manage Schedules

The system schedules are tasks which are running in the background. To manage schedules, on
the System Administration page, click Schedules. The Schedule Management page will be shown
which is where you can manage all schedules for the system.

a. Add a schedule

1. On the Schedule Management page, click Add Schedule.

2. In the Name box, type a name for the schedule.
3. In the Description box, type a description of the schedule.
 4. In the Type Name box, type the full class name followed by the assembly name of the
schedule definition class. Example: "Trirange.Schedules.XYZSchedule, Trirange.Core".
5. In the Time Lapse box, specify how much time between each time the process is run.
6. In the Retry Frequency box, specify how many times the scheduler should try again
between failures.
7. In the Enabled box, specify whether the schedule is enabled.
8. In the Schedule History box, specify the number of history items the system retains in
the database.
9. In the Catch Up Enabled box, specify whether the system will catch up on missed
schedules or not.
10. In the Run On Servers box, specify the servers for the schedule to run (for web farms).
11. Click OK.

b. Edit a schedule

1. On the Schedule Management page, right-click on the schedule you want to edit, and then
click Edit.
2. In the Name box, type a name for the schedule.
3. In the Description box, type a description for the schedule.
4. In the Type Name box, type the full class name followed by the assembly name of the
scheduled definition class. Example: "Trirange.Schedules.XYZSchedule, Trirange.Core".
5. In the Time Lapse box, specify how much time between each time the process is run.
6. In the Retry Frequency box, specify how many times the scheduler should try again
between failures.
7. In the Enabled box, specify whether the schedule is enabled.
8. In the Schedule History box, specify the number of history items the system retains in
the database.
9. In the Catch Up Enabled box, specify whether the system will catch up on missed
schedules or not.
10. In the Run On Servers box, specify the servers for the schedule to run (for web farms).
11. Click OK.

c. Refresh schedules status

 1. On the Schedule Management page, click Refresh.

d. View schedule history

1. On the Schedule Management page, right-click on the schedule whose history you want
to view and then click View History.

6.6 Install a license

1. On the System Administration page, click Manage Licenses.

2. Click Install License.
3. In the License box, specify the XML license in the local machine to install.
4. Click OK.