Difference between revisions of "PT Social Media Getting Started"
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Back to [[PT_Social_Media|Social Media]] | Back to [[PT_Social_Media|Social Media]] | ||
− | == App Configuration == | + | == Social Media App Configuration == |
Make sure your App Configuration has been saved and the ADF reset. | Make sure your App Configuration has been saved and the ADF reset. | ||
− | # If you haven't already done so, go to your Social Media App Configuration Management page and click the button to | + | # If you haven't already done so, go to your Social Media App Configuration Management page and click the button to 'Add Configuration' data. |
+ | # Update the fields listed on the [[PT_Social_Media_Configuration|Manage App Configuration Page]] with your customized information | ||
+ | # Reset the ADF | ||
== Social Media Service Management == | == Social Media Service Management == | ||
Setup the available Social Media Service Pages, Accounts and Keywords: | Setup the available Social Media Service Pages, Accounts and Keywords: | ||
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− | == Social Media | + | # Go to your Web Admin Social Media Manangement page |
− | Select Social Media Pages, Accounts and/or Keywords to build your | + | # Under the Social Media Service tabs that are applicable to your organization click the 'Add New...' button and fill out and save the social media data. |
− | # Go to the Social Media | + | ## Facebook Pages |
− | # | + | ### Give the new record a friendly name |
+ | ### Enter a Facebook Page Link (ie. the full URL of your organization Facebook page) | ||
+ | ### Check the 'Feed Active' checkbox to enable the feed. | ||
+ | ### Click Submit | ||
+ | ### Repeat for each desired Facebook page | ||
+ | ## Twitter Accounts and Keywords | ||
+ | ### Enter a Twitter @Username or #Keyword | ||
+ | ### Select if this is an 'Account' or a 'Keyword' entry | ||
+ | ### Check the 'Feed Active' checkbox to enable the feed. | ||
+ | ### Click Submit | ||
+ | ### Repeat for each desired Twitter Accounts and/or keywords | ||
+ | ## YouTube Channels | ||
+ | ### Give the new record a friendly name (ie. the title of your Channel) | ||
+ | ### Enter the YouTube channel username | ||
+ | ### Check the 'Feed Active' checkbox to enable the feed. | ||
+ | ### Click Submit | ||
+ | ### Repeat for each desired YouTube Channel | ||
+ | ## WordPress Blogs | ||
+ | ### Give the new record a friendly name (ie. the Title of your Blog) | ||
+ | ### Enter a Blog Link (the full URL of your Blog home page) | ||
+ | ### Select (or upload) an Image icon to represent your Blog | ||
+ | ### Check the 'Feed Active' checkbox to enable the feed. | ||
+ | ### Click Submit | ||
+ | ### Repeat for each desired WordPress Blog | ||
+ | |||
+ | Remember: Posts from these entries will not be visible until they are selected during the<br>'''Configure the Social Media Stream Page''' step. | ||
+ | |||
+ | == Configure the Social Media Stream Page == | ||
+ | Select Social Media Pages, Accounts and/or Keywords to build your Social Media Stream page | ||
+ | # Go to the Social Media Stream Page you created in this step: [[PT_Social_Media_Stream_Page|Social Media Stream Page]] | ||
+ | # Switch the page into ''Author'' or ''Work on this Page'' mode | ||
# Click on the element indicator for the Social Media Selector element | # Click on the element indicator for the Social Media Selector element | ||
− | # If this is the first time adding data click 'New Data' after that use the 'Data' icon to edit the | + | # If this is the first time adding data click 'New Data' after that use the 'Data' icon to edit the Social Media Selector element. |
− | # From the lightbox window select the | + | # From the lightbox window that opens select the go to the first tab |
− | ## Render Limit | + | ## Display Properties |
− | ## Display source links | + | ### Render Limit |
− | ## Twitter Tweet button options | + | ### Display source links |
− | ## Facebook Like button options | + | ### Twitter Tweet button options |
− | ## Lightbox option for YouTube video player (only applicable if a YouTube Channel is | + | ### Facebook Like button options |
− | ## YouTube Video Player size (only applicable if a YouTube Channel is seleted and the above YouTube Lightbox option is set to 'YES') | + | ### Lightbox option for YouTube video player (only applicable if a YouTube Channel is selected) |
− | # Facebook tab | + | ### YouTube Video Player size (only applicable if a YouTube Channel is seleted and the above YouTube Lightbox option is set to 'YES') |
− | ## Select one or more of the configured Facebook page by dragging any of the available options to the right column | + | ## Facebook tab |
− | # Twitter tab | + | ### Select one or more of the configured Facebook page by dragging any of the available options to the right column |
− | ## Select one or more of the configured Twitter accounts or keyword by dragging any of the available options to the right column | + | ## Twitter tab |
− | # YouTube tab | + | ### Select one or more of the configured Twitter accounts or keyword by dragging any of the available options to the right column |
− | ## Select one or more of the configured YouTube Channels by dragging any of the available options to the right column | + | ## YouTube tab |
− | # WordPress tab | + | ### Select one or more of the configured YouTube Channels by dragging any of the available options to the right column |
− | ## Select one or more of the configured WordPress Blogs by dragging any of the available options to the right column | + | ## WordPress tab |
+ | ### Select one or more of the configured WordPress Blogs by dragging any of the available options to the right column | ||
# Click 'Save' | # Click 'Save' | ||
− | Remember: You can select any combination of the available | + | Remember: You can select any combination of the available pages, accounts and keywords to display<br>on your stream page. |
+ | |||
+ | == Post Moderation == | ||
+ | To blacklist a post so it will no longer display on the Social Media Stream page: | ||
+ | #While on the Social Media Stream Page | ||
+ | #Go in to Author or Work on this Page mode | ||
+ | #Click the 'Show Moderation Bars' button that appears on the right above or below the stream of posts | ||
+ | #Above each post will appear a "Remove This Post X" gray bar. | ||
+ | #Click the "Remove This Post X" and the post below the gray bar it will disappear and be blacklisted so it will no longer appear on the the Stream page for any user the next time the page is loaded. | ||
+ | |||
+ | == Social Media Dashboard == | ||
+ | (This section only applies to the Social Media App Version 1.2) | ||
+ | |||
+ | The Social Media Dashboard is divided in to three sections: '''Status''', '''Tools''', and '''Scheduled Tasks''' | ||
+ | |||
+ | ===App Status=== | ||
+ | This section contains information regarding the Service Feed Cache for the Social Media App. | ||
+ | #'''Service Feed Cache''' (Enable/Disable) | ||
+ | #* This displays the state of Service Feed Cache for the Social Media App (Enabled/Disabled) | ||
+ | #* The state of Service Feed Cache can be modified via the [[PT Social Media Version 1.2 Install#App Configuration|App Configuration]] Admin page. | ||
+ | #'''Service Feed Cache Last Build Date/Time''' | ||
+ | #* This displays the Date/Time Stamp of when the Service Feed Cache was last rebuilt | ||
+ | |||
+ | ===App Tools=== | ||
+ | This section contains buttons to activate background operations to help the performance of the Social Media App. | ||
+ | #'''Force Rebuild of the Feed Cache''' Button | ||
+ | #* Click this button to force the Feed Cache to be completely rebuilt | ||
+ | #'''Create 'Rebuild Feed Cache' Scheduled Task''' Button | ||
+ | #* Click this button to create the scheduled task in the Coldfusion Administrator to rebuild the Service Feed Cache. at regular intervals. | ||
+ | #* Once the scheduled task is complete it reschedules itself to trigger after the set interval. | ||
+ | #*Set the '''Rebuild Feed Cache Interval''' in the [[PT Social Media Version 1.2 Install#App Configuration|App Configuration]] Admin page. | ||
+ | #* This button will be disabled if a 'Rebuild Feed Cache' Scheduled task exists | ||
+ | |||
+ | ===App Scheduled Tasks=== | ||
+ | This section displays a table grid of information about the currently active Scheduled Tasks that belong to the Social Media App. | ||
+ | |||
+ | The Scheduled Tasks table grid displays: | ||
+ | *Schedule Task Name | ||
+ | *Interval - the pause time between the recurring tasks | ||
+ | *Next Run Date | ||
+ | *Next Run Time | ||
+ | Also: | ||
+ | *Use the delete (trash can icon) to disable/remove a scheduled task. | ||
+ | *Currently there is only one Schedule Task (Rebuild Feed Cache) that is utilized by the Social Media App. | ||
+ | |||
+ | <!-- Remember: Once scheduled this task should run indefinitely at the set interval. --> | ||
+ | |||
+ | ===Managing the 'Rebuild Feed Cache' Scheduled Task=== | ||
+ | Once the Rebuild Feed Cache task is scheduled it should repeat at the set interval. | ||
+ | |||
+ | Although, if your Social Media Stream Page does not appear to be updating. Check the "Next Run Date" and "Next Run Time" in the App Scheduled Tasks table grid of the Social Media Dashboard (Remember... refresh the Social Media Dashboard page if you have had the page open longer than the rebuild interval). If the date and time that are displayed appear to be in the past then the Scheduled task in not running and the Feed Cache data is not getting rebuilt. | ||
+ | |||
+ | Follow the steps below to reset the Rebuild Feed Cache scheduled task: | ||
+ | *First, check to make sure the Social Media App can successfully rebuild the Feed Cache | ||
+ | #Click the '''Force Rebuild of the Feed Cache''' button | ||
+ | #*Remember... this can take some time to complete depending on the number of Social Media accounts you have configured | ||
+ | #Check to see if the Social Media posts on your "Stream Page" have updated | ||
+ | #If the posts on the "Stream Page" updated you can move to the next steps and reset the 'Rebuild Feed Cache' Scheduled task | ||
+ | #If not, you may need to check the logs to see if an error stopping the rebuild process from completing | ||
+ | *Second, recreate the current Scheduled Task | ||
+ | #Remove the scheduled task by clicking the delete button (trash can icon) | ||
+ | #Click "OK" on the confirmation dialog | ||
+ | #Next, click the '''Create 'Rebuild Feed Cache' Scheduled Task''' button | ||
+ | #*The "Next Run Date" and "Next Run Time" in the App Scheduled Tasks table grid should now be in set for the future | ||
+ | #*Also, if you are have ROPS you will need to repeat this process via the Social Media Dashboard on each additional "Read Only" server. | ||
+ | |||
+ | |||
+ | [[Category:Social Media]][[Category:Getting Started]] |
Latest revision as of 17:36, 3 August 2012
Back to Social Media
Contents
Social Media App Configuration
Make sure your App Configuration has been saved and the ADF reset.
- If you haven't already done so, go to your Social Media App Configuration Management page and click the button to 'Add Configuration' data.
- Update the fields listed on the Manage App Configuration Page with your customized information
- Reset the ADF
Social Media Service Management
Setup the available Social Media Service Pages, Accounts and Keywords:
- Go to your Web Admin Social Media Manangement page
- Under the Social Media Service tabs that are applicable to your organization click the 'Add New...' button and fill out and save the social media data.
- Facebook Pages
- Give the new record a friendly name
- Enter a Facebook Page Link (ie. the full URL of your organization Facebook page)
- Check the 'Feed Active' checkbox to enable the feed.
- Click Submit
- Repeat for each desired Facebook page
- Twitter Accounts and Keywords
- Enter a Twitter @Username or #Keyword
- Select if this is an 'Account' or a 'Keyword' entry
- Check the 'Feed Active' checkbox to enable the feed.
- Click Submit
- Repeat for each desired Twitter Accounts and/or keywords
- YouTube Channels
- Give the new record a friendly name (ie. the title of your Channel)
- Enter the YouTube channel username
- Check the 'Feed Active' checkbox to enable the feed.
- Click Submit
- Repeat for each desired YouTube Channel
- WordPress Blogs
- Give the new record a friendly name (ie. the Title of your Blog)
- Enter a Blog Link (the full URL of your Blog home page)
- Select (or upload) an Image icon to represent your Blog
- Check the 'Feed Active' checkbox to enable the feed.
- Click Submit
- Repeat for each desired WordPress Blog
- Facebook Pages
Remember: Posts from these entries will not be visible until they are selected during the
Configure the Social Media Stream Page step.
Configure the Social Media Stream Page
Select Social Media Pages, Accounts and/or Keywords to build your Social Media Stream page
- Go to the Social Media Stream Page you created in this step: Social Media Stream Page
- Switch the page into Author or Work on this Page mode
- Click on the element indicator for the Social Media Selector element
- If this is the first time adding data click 'New Data' after that use the 'Data' icon to edit the Social Media Selector element.
- From the lightbox window that opens select the go to the first tab
- Display Properties
- Render Limit
- Display source links
- Twitter Tweet button options
- Facebook Like button options
- Lightbox option for YouTube video player (only applicable if a YouTube Channel is selected)
- YouTube Video Player size (only applicable if a YouTube Channel is seleted and the above YouTube Lightbox option is set to 'YES')
- Facebook tab
- Select one or more of the configured Facebook page by dragging any of the available options to the right column
- Twitter tab
- Select one or more of the configured Twitter accounts or keyword by dragging any of the available options to the right column
- YouTube tab
- Select one or more of the configured YouTube Channels by dragging any of the available options to the right column
- WordPress tab
- Select one or more of the configured WordPress Blogs by dragging any of the available options to the right column
- Display Properties
- Click 'Save'
Remember: You can select any combination of the available pages, accounts and keywords to display
on your stream page.
Post Moderation
To blacklist a post so it will no longer display on the Social Media Stream page:
- While on the Social Media Stream Page
- Go in to Author or Work on this Page mode
- Click the 'Show Moderation Bars' button that appears on the right above or below the stream of posts
- Above each post will appear a "Remove This Post X" gray bar.
- Click the "Remove This Post X" and the post below the gray bar it will disappear and be blacklisted so it will no longer appear on the the Stream page for any user the next time the page is loaded.
Social Media Dashboard
(This section only applies to the Social Media App Version 1.2)
The Social Media Dashboard is divided in to three sections: Status, Tools, and Scheduled Tasks
App Status
This section contains information regarding the Service Feed Cache for the Social Media App.
- Service Feed Cache (Enable/Disable)
- This displays the state of Service Feed Cache for the Social Media App (Enabled/Disabled)
- The state of Service Feed Cache can be modified via the App Configuration Admin page.
- Service Feed Cache Last Build Date/Time
- This displays the Date/Time Stamp of when the Service Feed Cache was last rebuilt
App Tools
This section contains buttons to activate background operations to help the performance of the Social Media App.
- Force Rebuild of the Feed Cache Button
- Click this button to force the Feed Cache to be completely rebuilt
- Create 'Rebuild Feed Cache' Scheduled Task Button
- Click this button to create the scheduled task in the Coldfusion Administrator to rebuild the Service Feed Cache. at regular intervals.
- Once the scheduled task is complete it reschedules itself to trigger after the set interval.
- Set the Rebuild Feed Cache Interval in the App Configuration Admin page.
- This button will be disabled if a 'Rebuild Feed Cache' Scheduled task exists
App Scheduled Tasks
This section displays a table grid of information about the currently active Scheduled Tasks that belong to the Social Media App.
The Scheduled Tasks table grid displays:
- Schedule Task Name
- Interval - the pause time between the recurring tasks
- Next Run Date
- Next Run Time
Also:
- Use the delete (trash can icon) to disable/remove a scheduled task.
- Currently there is only one Schedule Task (Rebuild Feed Cache) that is utilized by the Social Media App.
Managing the 'Rebuild Feed Cache' Scheduled Task
Once the Rebuild Feed Cache task is scheduled it should repeat at the set interval.
Although, if your Social Media Stream Page does not appear to be updating. Check the "Next Run Date" and "Next Run Time" in the App Scheduled Tasks table grid of the Social Media Dashboard (Remember... refresh the Social Media Dashboard page if you have had the page open longer than the rebuild interval). If the date and time that are displayed appear to be in the past then the Scheduled task in not running and the Feed Cache data is not getting rebuilt.
Follow the steps below to reset the Rebuild Feed Cache scheduled task:
- First, check to make sure the Social Media App can successfully rebuild the Feed Cache
- Click the Force Rebuild of the Feed Cache button
- Remember... this can take some time to complete depending on the number of Social Media accounts you have configured
- Check to see if the Social Media posts on your "Stream Page" have updated
- If the posts on the "Stream Page" updated you can move to the next steps and reset the 'Rebuild Feed Cache' Scheduled task
- If not, you may need to check the logs to see if an error stopping the rebuild process from completing
- Second, recreate the current Scheduled Task
- Remove the scheduled task by clicking the delete button (trash can icon)
- Click "OK" on the confirmation dialog
- Next, click the Create 'Rebuild Feed Cache' Scheduled Task button
- The "Next Run Date" and "Next Run Time" in the App Scheduled Tasks table grid should now be in set for the future
- Also, if you are have ROPS you will need to repeat this process via the Social Media Dashboard on each additional "Read Only" server.