tibbr, tibbr Service, tibbr Community, and tibbr Community Service How-To Guide Software Release 3.0 August 2011

Transcription

1 tibbr, tibbr Service, tibbr Community, and tibbr Community Service How-To Guide Software Release 3.0 August 2011

2 Important Information SOME TIBCO SOFTWARE EMBEDS OR BUNDLES OTHER TIBCO SOFTWARE. USE OF SUCH EMBEDDED OR BUNDLED TIBCO SOFTWARE IS SOLELY TO ENABLE THE FUNCTIONALITY (OR PROVIDE LIMITED ADD-ON FUNCTIONALITY) OF THE LICENSED TIBCO SOFTWARE. THE EMBEDDED OR BUNDLED SOFTWARE IS NOT LICENSED TO BE USED OR ACCESSED BY ANY OTHER TIBCO SOFTWARE OR FOR ANY OTHER PURPOSE. USE OF TIBCO SOFTWARE AND THIS DOCUMENT IS SUBJECT TO THE TERMS AND CONDITIONS OF A LICENSE AGREEMENT FOUND IN EITHER A SEPARATELY EXECUTED SOFTWARE LICENSE AGREEMENT, OR, IF THERE IS NO SUCH SEPARATE AGREEMENT, THE CLICKWRAP END USER LICENSE AGREEMENT WHICH IS DISPLAYED DURING DOWNLOAD OR INSTALLATION OF THE SOFTWARE (AND WHICH IS DUPLICATED IN THE LICENSE FILE) OR IF THERE IS NO SUCH SOFTWARE LICENSE AGREEMENT OR CLICKWRAP END USER LICENSE AGREEMENT, THE LICENSE(S) LOCATED IN THE LICENSE FILE(S) OF THE SOFTWARE. USE OF THIS DOCUMENT IS SUBJECT TO THOSE TERMS AND CONDITIONS, AND YOUR USE HEREOF SHALL CONSTITUTE ACCEPTANCE OF AND AN AGREEMENT TO BE BOUND BY THE SAME. This document contains confidential information that is subject to U.S. and international copyright laws and treaties. No part of this document may be reproduced in any form without the written authorization of TIBCO Software Inc. TIBCO, The Power of Now, TIBCO ActiveMatrix BusinessWorks, tibbr, TIBCO Silver are either registered trademarks or trademarks of TIBCO Software Inc. in the United States and/or other countries. All other product and company names and marks mentioned in this document are the property of their respective owners and are mentioned for identification purposes only. THIS SOFTWARE MAY BE AVAILABLE ON MULTIPLE OPERATING SYSTEMS. HOWEVER, NOT ALL OPERATING SYSTEM PLATFORMS FOR A SPECIFIC SOFTWARE VERSION ARE RELEASED AT THE SAME TIME. SEE THE README FILE FOR THE AVAILABILITY OF THIS SOFTWARE VERSION ON A SPECIFIC OPERATING SYSTEM PLATFORM. THIS DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. THIS DOCUMENT COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED IN NEW EDITIONS OF THIS DOCUMENT. TIBCO SOFTWARE INC. MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS DOCUMENT AT ANY TIME. THE CONTENTS OF THIS DOCUMENT MAY BE MODIFIED AND/OR QUALIFIED, DIRECTLY OR INDIRECTLY, BY OTHER DOCUMENTATION WHICH ACCOMPANIES THIS SOFTWARE, INCLUDING BUT NOT LIMITED TO ANY RELEASE NOTES AND READ ME FILES. Copyright TIBCO Software Inc. ALL RIGHTS RESERVED. TIBCO Software Inc. Confidential Information

3 iii Contents Preface ix Related Documentation x tibbr Documentation x Third-Party Documentation x Typographical Conventions xi TIBCO Resources xiv How to Join TIBCOmmunity xiv How to Access All TIBCO Documentation xiv How to Contact TIBCO Support xiv Chapter 1 How to Navigate tibbr Create an Account Sign In Sign Out Update Your User Profile Change Your Password Add a Picture Remove a Picture View tibbr On the Web On Your Mobile Device Search Subjects, People, and Messages Chapter 2 How to Work With Messages Post a Message Post a Private Message Attach a File or Link to a Message Reply to a Message Like Or Unlike a Message Mark a Message With a Star Share a Message Add Show Link

4 iv Contents Publish a Message as a Subject Announcement Delete a Message Understand Message Streams and Manage Custom Filters Understand Default Streams Create Custom Filters Create a Poll View Community Posts Chapter 3 How to Post Voice Memos Enable the Setup Post or Listen to a Voice Memo Chapter 4 How to Work With Subjects Explore Subjects Subject Names Subject Hierarchy Subject Search Create, Edit, Move, or Delete a Subject Create a Subject Create a Subsubject Edit a Subject Move a Subject Delete a Subject Control Access to a Subject Invite Users Remove Users Follow a Subject Suggest a Subject to People Pause or Restart a Subscription Unsubscribe From a Subject Set Up Notifications for Subject Messages Chapter 5 How to Work With People Explore People My People Directory Follow a Person Stop Following a Person

5 Contents v Chapter 6 How to Configure Message Delivery Create a Message-Delivery Channel Schedule Delivery Delete a Message-Delivery Channel Pause or Resume a Channel Chapter 7 How to Create Event Streams Understand Event Streams Use Work Streams Create an RSS Stream Create a Salesforce Stream Create an SAP Stream Create an Oracle Order Management Stream Use the Oracle Expenses Stream Use Life Streams Create a Life Stream Disable a Life Stream Chapter 8 How to Set Up tibcast Send an Invitation Join a Video Conference Replay a Recording Chapter 9 How to Chat Explore the Chat Window Go Offline Go Online Play or Mute Sounds Start a Chat Review Chat Archives Chapter 10 How to Upload, Browse for, or Search for SharePoint Content in tibbr Upload Files to SharePoint from tibbr Browse for SharePoint Content in tibbr Search for SharePoint Documents in tibbr

6 vi Contents Chapter 11 How to Explore Subject Analytics Chapter 12 How to Administer tibbr Understand Administrator Capabilities Manage Users Find a User Create User Account Activate User Account Delete or Undelete User Account Reset a User Password Update a User s Address Manage Subjects Find a Subject Create a Subject Delete or Undelete a Subject Edit a Subject Move a Subject Edit Followers Add Owners Publish Global Announcements Manage Event Streams Manage Event Streams Manage Instances Manage Streams Manage Oracle Expenses Event Stream Manage Voice Memos Manage Roles Understand Default Roles Understand Privileges Find a Role Create a Role Edit Privileges Assign Users to or Remove Users From a Role Delete or Undelete a Role Manage Banned Words View Analytics Statistics Summary Statistics Details Manage Communities Add a Community Edit a Community

7 Contents vii Manage User Access to Communities Delete a Community Index

8 viii Contents

9 ix Preface tibbr is the first workplace communication tool with which you can follow subjects that relate to your work and interests besides following people as you do in typical social networking applications. That way, you have much more flexibility in obtaining the right information at the right time in the right context. In fact, the information will find you. Topics Related Documentation, page x Typographical Conventions, page xi TIBCO Resources, page xiv

10 x Related Documentation Related Documentation This section lists documentation resources you might find useful. tibbr Documentation The following documents form the tibbr documentation set: tibbr and tibbr Service Installation and Configuration This manual, available in both PDF and HTML, is targeted for administrators of tibbr deployments. It describes the procedures for installing and configuring tibbr. tibbr and tibbr Service API Reference This manual, also available in both PDF and HTML, details the tibbr application programming interface. tibbr and tibbr Service How-To Guide This task-oriented guide tells you how to use tibbr. The topics include following and posting to people and subjects, setting up event streams, and creating subjects. This guide, available in both PDF and HTML, is also accessible through the tibbr Web interface at where tibbr-host is the address of your tibbr installation. tibbr and tibbr Service Release Notes This document describes the new and changed features and known and closed issues for the current release. Third-Party Documentation Read about the YAML data serialization standard at and

11 Preface xi Typographical Conventions The following typographical conventions are used in this manual. Table 1 General Typographical Conventions Convention TIBCO_HOME ENV_HOME Use Many TIBCO products must be installed within the same home directory. This directory is referenced in documentation as TIBCO_HOME. The value of TIBCO_HOME depends on the operating system. For example, on Windows systems, the default value is C:\tibco. Other TIBCO products are installed into an installation environment. Incompatible products and multiple instances of the same product are installed into different installation environments. An environment home directory is referenced in documentation as ENV_HOME. The default value of ENV_HOME depends on the operating system. For example, on Windows systems the default value is C:\tibco. tibbr installs into a directory within ENV_HOME. This directory is referenced in documentation as TIBBR_HOME. The default value of TIBBR_HOME depends on the operating system. For example on Linux systems, the default value is /opt/tibco/tibbr/ code font Code font identifies commands, code examples, file names, path names, and output displayed in a command window. For example: Use MyCommand to start the foo process. bold code font Bold code font is used in the following ways: In procedures, to indicate what a user types. For example: Type admin. In large code samples, to indicate the parts of the sample that are of particular interest. In command syntax, to indicate the default parameter for a command. For example, if no parameter is specified, MyCommand is enabled: MyCommand [enable disable]

12 xii Typographical Conventions Table 1 General Typographical Conventions (Cont d) Convention italic font Key combinations Use Italic font is used in the following ways: To indicate a document title. For example: See TIBCO ActiveMatrix BusinessWorks Concepts. To introduce new terms For example: A portal page may contain several portlets. Portlets are mini-applications that run in a portal. To indicate a variable in a command or code syntax that you must replace. For example: MyCommand PathName Key name separated by a plus sign indicate keys pressed simultaneously. For example: Ctrl+C. Key names separated by a comma and space indicate keys pressed one after the other. For example: Esc, Ctrl+Q. The note icon indicates information that is of special interest or importance, for example, an additional action required only in certain circumstances. The tip icon indicates an idea that could be useful, for example, a way to apply the information provided in the current section to achieve a specific result. The warning icon indicates the potential for a damaging situation, for example, data loss or corruption if certain steps are taken or not taken. Table 2 Syntax Typographical Conventions Convention Use [ ] An optional item in a command or code syntax. For example: MyCommand [optional_parameter] required_parameter A logical OR that separates multiple items of which only one may be chosen. For example, you can select only one of the following parameters: MyCommand para1 param2 param3

13 Preface xiii Table 2 Syntax Typographical Conventions (Cont d) Convention Use { } A logical group of items in a command. Other syntax notations may appear within each logical group. For example, the following command requires two parameters, which can be either the pair param1 and param2, or the pair param3 and param4. MyCommand {param1 param2} {param3 param4} In the next example, the command requires two parameters. The first parameter can be either param1 or param2 and the second can be either param3 or param4: MyCommand {param1 param2} {param3 param4} In the next example, the command can accept either two or three parameters. The first parameter must be param1. You can optionally include param2 as the second parameter. And the last parameter is either param3 or param4. MyCommand param1 [param2] {param3 param4}

14 xiv TIBCO Resources TIBCO Resources How to Join TIBCOmmunity TIBCOmmunity is an online destination for TIBCO customers, partners, and resident experts, a place to share and access the collective experience of the TIBCO community. TIBCOmmunity offers forums, blogs, and access to a variety of resources. To register, go to How to Access All TIBCO Documentation After joining TIBCOmmunity, you can access the documentation for all supported product versions here: How to Contact TIBCO Support For comments or problems with this document or the software it addresses, contact TIBCO Support as follows: For an overview of TIBCO Support, and information about getting started with TIBCO Support, visit this site: If you already have a valid maintenance or support contract, visit this site: Entry to this site requires a user name and password. If you do not have a user name, click Register with Support.

15 1 Chapter 1 How to Navigate tibbr This chapter describes the tibbr layout and shows you how to perform the basic tasks. Topics Create an Account, page 2 Sign In, page 3 Sign Out, page 4 Update Your User Profile, page 5 View tibbr, page 7 Search Subjects, People, and Messages, page 10ob

16 2 Chapter 1 How to Navigate tibbr Create an Account If your tibbr instance is configured to use LDAP credentials, you do not need to create an account. Just follow the steps under Sign In to access tibbr with your LDAP user name and password. To create a new tibbr account: 1. Navigate to the tibbr home page. 2. In the New to tibbr? panel, type the following: User Name Type a name to uniquely identify you in the tibbr community and as part of the login credentials. Password Type the password you would like to use as part of the login credentials. Confirm Password Type the password again. Type your address. tibbr will send an activation message to this address to confirm your registration. First Name Type your first name. Last Name Type your last name. tibbr displays your first and last names when you post and reply to messages. 3. Click Sign Up. tibbr displays an error message in case of problems. For example, if the user name you selected is already in use or if the typed text in the Password and Confirm Password fields do not match. You must then type a different user name or password. Afterwards, tibbr sends you an activation message to you address to confirm your registration. Click the link in the message to activate your account. You are now ready to sign in to your new tibbr account.

17 Sign In 3 Sign In To sign in to tibbr with an existing account: 1. Go to the tibbr home page. For information on signing in with the iphone, Android, or BlackBerry applications, see On Your Mobile Device on page Type your user name and password in the related fields. If you do not yet have a tibbr account, see Create an Account on page 2. If you do not have your account password, click Forgot password? tibbr then prompts you for the address associated with your account and sends you the password-reset instructions at that address. 3. Optional. Select Keep me logged in so that you are always signed in until you expressly sign out. Deselecting Keep me logged in means that you must sign in again next time you access your tibbr account. 4. Click Log in.

18 4 Chapter 1 How to Navigate tibbr Sign Out To sign out of tibbr, click Log out to the right of the navigation bar.

19 Update Your User Profile 5 Update Your User Profile To change your personal information, such as your phone number or password; or to add a picture, edit your profile: 1. In the navigation bar, click My Profile. 2. In the left panel, click the Edit My Profile link near the top. The Edit My Profile panel appears. 3. Type the information you want to change in the appropriate fields. 4. Click Save to save your changes or Cancel to discard them. Change Your Password If your tibbr instance is authenticated through the corporate LDAP directory, you cannot change your password in the tibbr interface. To change the password for your tibbr account: 1. In the left panel, click the Edit My Profile link near the top. The Edit My Profile panel appears. 2. Click Change Password below your picture or image placeholder. The Password Setting dialog box is displayed. 3. Type your current password in the Current Password field. 4. Type your new password in the New Password and Verify New Password fields. 5. Click Change Password. If the password change succeeds, tibbr returns you to your personal wall.

20 6 Chapter 1 How to Navigate tibbr Add a Picture To add a profile picture or change the existing picture: 1. In the navigation bar, click My Profile. 2. Do either of the following on the left panel: Click the Choose Profile Photo link below your picture or image placeholder and, in the dialog box that is displayed, click Upload a Photo. Click the Edit My Profile link and then, in the screen that is displayed, click Browse to the right of the Choose Profile Photo field near the top. 3. Navigate to the directory where the desired picture is stored. 4. Select the picture file and click Open or double-click the file. 5. Click Save. Note the following requirements for pictures: tibbr accepts all standard image formats, including JPEG, GIF, and PNG. The maximum allowed file size is 500 KB. Remove a Picture If you have previously uploaded a profile picture, you can remove it and display the default image placeholder instead. Do the following: 1. In the navigation bar, click My Profile. 2. Click the Choose Profile Photo link below your picture. 3. Select Use default image in the dialog box that is displayed. 4. Click Save.

21 View tibbr 7 View tibbr You can access tibbr through a Web browser or on smart devices, such as Android, iphone, and BlackBerry. The following sections are on your tibbr home page: Navigation Bar This bar, located at the top, contains tabs that take you to pages on which you can explore subjects and people, view or edit your profile, access or configure event streams, and return to the home page. Search Fields The Search field in the top right corner enables you to find information. Enter keywords in this field and press Enter to find related messages, subjects, or people. Alternatively, you can obtain search results by typing keywords in the Quick Search field that is displayed when you mouse over the Subjects or People tab in the navigation bar near the top. Your Profile Summary This panel, located near the top on the left, shows your profile picture (if any), name, the Edit My Profile link, and the number of your followers and that of the people you are following. Share Panel From this panel, you can post a message to any subject or person or set up a poll. For details, see Post a Message on page 12. My Wall Your wall, the most prominent panel in tibbr, is a message feed with the most recent messages posted to the people and subjects you follow since you began following them. To view all tibbr messages, keep scrolling or click See More near the bottom. You can further refine which messages are displayed with streams. For details, see Understand Message Streams and Manage Custom Filters on page 22. Private Messages, Starred Messages, Polls, and Chat History These links on the left panel below My Wall take you to the following, respectively: A list of your private messages A list of messages you have marked with a star The polls you have created The conversations you have held through chats within tibbr My Streams This panel, located on the left below the preceding panel, shows the default streams and any streams you have enabled. For details, see Understand Message Streams and Manage Custom Filters on page 22.

22 8 Chapter 1 How to Navigate tibbr My Filters This panel, located on the left below My Streams, shows the custom filters you have created to manage which messages to display. For details, see Create Custom Filters on page 22. My Communities Below My Filters is the My Communities panel, which lists the communities in other tibbr instances available to you. New to tibbr? This is a pane with links to Tips and Tutorials and Documentation and to pages with instructions on how to install tibbr on Android, BlackBerry, iphone, and tibbr Desktop. Invite Your Colleagues to Join tibbr Clicking the link in this panel displays a screen in which you can specify the addresses of the people in your network whom you would like to invite to share on tibbr. Set Up Video Conference (tibcast) You start a video conference by clicking the Send invitations for video conference link and have the option of recording it for subsequent playback. Note: The video-conference feature is available only if you subscribe to the tibcast service. Recently Created Subjects This panel lists the latest subjects created in tibbr along with the author names, date, and time. Click a subject name to navigate to its page. Click See More to view a longer list of new subjects. Popular Subjects This panel lists the current popular tibbr subjects. Click a subject name to navigate to its page. On the Web You can access the tibbr Web interface from a supported browser: Mozilla Firebox, Windows Internet Explorer, or Google Chrome. On Your Mobile Device You can access tibbr on a number of mobile devices. iphone and ipad Access tibbr on the iphone, ipod Touch, or ipad with the tibbr app, available through the itunes store at Android Access tibbr on your Android device with the tibbr app for Android, available through Android Market at Depending on your environment, your administrator might have set up a local download for you.

23 View tibbr 9 BlackBerry Access tibbr on a BlackBerry device with the tibbr app for BlackBerry. Depending on your environment, your administrator might have set up a local download for you.

24 10 Chapter 1 How to Navigate tibbr Search Subjects, People, and Messages To search on tibbr, type a keyword or phrase in either of the following fields: The Search field in the top right corner and press Enter The Quick Search field that is displayed when you mouse over Subjects or People in the navigation bar near the top Also displayed is a list of the popular subjects that you follow, that is, the ones with the most posts. The Search Results page lists all the tibbr content that matches your search criteria. Click Messages, Subjects, or People to view the content sorted according to the heading.

25 11 Chapter 2 How to Work With Messages This chapter describes how to post and reply to messages in tibbr and perform other related tasks. At the end of the chapter is a section on how to create polls in tibbr. Topics Post a Message, page 12 Reply to a Message, page 15 Like Or Unlike a Message, page 16 Mark a Message With a Star, page 17 Share a Message, page 18 Publish a Message as a Subject Announcement, page 20 Delete a Message, page 21 Understand Message Streams and Manage Custom Filters, page 22 Create a Poll, page 28

26 12 Chapter 2 How to Work With Messages Post a Message To post a message: 1. Type your message in the message post panel. 2. Specify where the message should be posted to. In the Post to field, start typing a subject or user name. tibbr automatically displays a list of matching names as choices. You can specify a single subject or person, or post your message to multiple parties. 3. Optional. Attach a file or link to your message. For details, see Attach a File or Link to a Message on page Click Post to post the message. Post a Message to a Subject This example shows a message to be posted to a subject called Marketing: Post a Message to a Person This example shows a message to be posted to a user named Janet Stevens: If you post your message from a mobile device, tibbr also displays your location in the form of a map.

27 Post a Message 13 Post a Private Message Private messages are marked by the Lock icon, which appears in the corner of the sender s profile image. Only the sender and receiver can view private messages. To post a private message: 1. Click Private Messages in the default streams panel on the left. 2. Type your message in the message post panel. You can send private messages from the Private Messages stream only. Messages sent from all other screens are public. Verify that the message will be private by checking the label on the message post panel; the label Send Private Message To indicates that the message is private. Alternatively, go to the addressee s page and click Send Private Message on the left panel for the screen in which to compose and send your message. The addressee s name is already posted in the Send Private Message To field. 3. Specify where the message should be posted to. In the Send Private Message to field, start typing a user name. tibbr automatically displays a list of matching names as choices. You can specify one or more people as addressees. 4. Optional. Attach a file or link to your message. For details, see Attach a File or Link to a Message. 4. Click Post to post the message. Attach a File or Link to a Message You can add a file or link to a message in the message post panel. Files To add a file: 1. Click File in the Attach field. The Attach a File screen is displayed. 2. Click Choose File. The File Upload dialog box is displayed. 3. Navigate to the file you would like to attach.

28 14 Chapter 2 How to Work With Messages 4. Select the file and click Open. Links To add a link: 1. Click Link in the Attach field. The Attach a Link screen is displayed. 2. Type the Web address (URL) you would like to attach to your message in the URL field. 3. Optional. Click the Preview link to the right of the URL field for a summary of the page with the Web address you entered. 4. Optional. Type the title of the page in the Title field.

29 Reply to a Message 15 Reply to a Message To reply to a message: 1. Click the Reply link at the bottom of the message. A text field with your picture or an image placeholder is displayed. 2. Type your reply in the text field. 3. Click Reply. 4. Optional. Attach a file or post a link to your reply. The steps are the same as those described in Attach a File or Link to a Message. If you receive over an channel, you can reply by responding to the message. Click Reply and type your response. Do not delete the incoming message or header information; tibbr recognizes and ignores this content when posting your reply.

30 16 Chapter 2 How to Work With Messages Like Or Unlike a Message With the tibbr Like feature, you show appreciation for a message. Just click the Like link at the bottom of the message. Your name is then listed with any other users who like the message. On messages that you like, tibbr updates the Like link to read Unlike. If you accidentally clicked Like or did that and then changed your mind, click Unlike.

31 Mark a Message With a Star 17 Mark a Message With a Star You might like to mark important messages and collect them in a special archive for ease of reference. Do that in tibbr by hovering your mouse device over a message and clicking the star symbol to the right of the message. Clicking Starred Messages below the Private Messages link on the left panel displays on your wall all the messages you have marked with a star.

32 18 Chapter 2 How to Work With Messages Share a Message The More drop-down menu at the bottom of a message offers ways to share a message with other tibbr users. If you have administrator privileges for a message, a Delete option also appears in the More menu. To view a shared message, a tibbr user must have permission. For example, you cannot share a message posted to a private subject with a user who is not authorized to follow that subject. Add An Add option in the More menu enables you to add people or subjects to a message: 1. Click the More link at the bottom of the message and choose Add from the drop-down menu for the related dialog box. 2. In the Add field, start typing the name of a tibbr user or subject. tibbr automatically displays a list of matching names as choices. You can specify a single person or multiple people. Note that the list contains registered tibbr users only. 3. Click Add to Post. With the option in the More menu, you can point other tibbr users to a message: 1. Click the More link at the bottom of the message and choose from the drop-down menu. 2. In the Find People field, start typing a tibbr user s name. tibbr automatically displays a list of matching names as choices. You can specify a single person or multiple people. 3. Optional. Type a message in the Add a personal message field. tibbr includes any text entered here in the message. 4. Click Share. tibbr sends an message with a link to the post to all the people you specified in the Find People field.

33 Share a Message 19 Show Link With the Copy Link option, you can access a message s permanent link (commonly called permalink). 1. Click the More link at the bottom of the message. 2. Choose Copy Link from the drop-down menu. A dialog box opens with the permalink of the message. You can copy and paste this link as desired.

34 20 Chapter 2 How to Work With Messages Publish a Message as a Subject Announcement You can publish as an announcement a tibbr message in a subject that you own. The announcement is highlighted by borders and placed at the top of the subject wall. Follow these steps: 1. On the subject page under the Subjects tab, locate the message you would like to publish as an announcement. 2. Choose Announce from the More drop-down menu. The Make This Message an Announcement dialog box appears. 3. Select Subject Announcement under Type of Announcement. 4. Under Announcement Duration, select Manually remove it or, if you would like tibbr to delete the announcement after a certain number of days, type that number in the text field of the option Last for x Days. The default for x is Click Save. To manually remove the announcement, locate it on the subject wall and click Remove.

35 Delete a Message 21 Delete a Message To delete a message that you posted: 1. Click the More link at the bottom of the message. 2. Choose Delete from the drop-down menu. A confirmation dialog box is displayed. 3. Click OK to delete the message or Cancel to retain it. The Delete option is also available for message comments. To delete a comment, click the Delete link that appears at the bottom of the comment.

36 22 Chapter 2 How to Work With Messages Understand Message Streams and Manage Custom Filters Use tibbr message streams to filter messages. Several default streams are included in tibbr. You can also create your own custom filters. Understand Default Streams The home page under the Home tab shows the default view options for messages: My Wall displays the broadcast messages, if any, and all the messages posted by the people or to the subjects that you follow. Private Messages displays the messages that you have sent privately and those that other people have sent you on a private basis. These messages are not visible to others. Starred Messages displays the messages you have marked by clicking the star symbol next to the message, if any. Polls displays the polls you have created and the related votes. Chat History displays the archives of the conversations you ve had with other tibbr users in chat. To switch between views, click the option you desire. Create Custom Filters You can create custom filters to manage which messages to display, for example: A filter called QA to display only the messages related to testing. A filter called IT Service to display only the messages posted by your IT team.

37 Understand Message Streams and Manage Custom Filters 23 Custom filters are listed under My Filters below My Streams on your home page. To switch between views, click a filter name. You can create custom filters by the following criteria: Keywords Find the messages that have matching content by typing a list of keywords or phrases. To be included in the filter, a message must include the content that matches at least one keyword. If you specify additional filter options, the message must also meet the added criteria. People Show only the messages posted by the people specified here and exclude the messages posted by other users from the filter. You can also exclude the messages posted by specific users. Subject Show only the messages posted to the specified subjects. You can also exclude any messages posted to a specific subject. Time By default, the filter includes all matching messages, displayed in chronological order. However, you can also specify a time frame so that the filter displays only the messages posted within that period. Source Show only the messages received from an RSS or event stream. If you select a source under The source type will include, the filter displays only the messages that are received through an event stream.

38 24 Chapter 2 How to Work With Messages tibbr filters messages with an AND operator, which means that a message must match at least one option in each specified category. For example, consider the filter configuration in Table 3: Table 3 Example of Filter Configuration Keywords People Subject Time Source gold treasure map caves Tom Sawyer Becky Thatcher Huckleberry Finn Joe Harper StPetersburg The filter configured here displays any messages that Tom, Becky, Huckleberry, or Joe post to the StPetersburg subject and that include one of the four keywords. The filter does not show any messages posted by other users or by the four specified users to different subjects. tibbr displays messages in chronological order.

39 Understand Message Streams and Manage Custom Filters 25 Create a Custom Filter To create a custom filter: 1. In the left panel of the home page under the Home tab, click the Manage link next to My Filters. The Manage Your Filters dialog box opens. 2. Click Add New Filters. Another Manage Your Filters dialog box is displayed. Only those work streams that you have enabled are displayed under The source type will include. 3. In the Filter Name field, type a name for the filter, for example, My Team.

40 26 Chapter 2 How to Work With Messages 4. Optional. Add one or more keywords or phrase in the Add Keywords field and click Add. The keyword appears in the list of current keywords for the filter. To delete a keyword, click the X next to the word in the Current List. 5. Optional. Click Show more filter options to specify additional filter criteria. Messages must match the criteria entered in the following fields before they are displayed when the filter view is shown. People Enter the names of the people you follow. As you type, a list of the matching people appears. Choose the desired person s name. Subject Enter the names of subjects you follow. As you type, a list of the matching subjects appears. Choose the desired subject s name. Time Select Chronological to view the most recent messages first. Alternatively, select Between to show only the messages published within a certain period. Click in a date field to open a calendar and specify a beginning or ending date. 6. Optional. Fill in the fields under This filter will NOT include the posts matching... to exclude specific people or subjects from the filter. 7. Optional. Select the options under The source type will include... to include messages posted through Salesforce, voice memos, Oracle Order Management, or all three options. 8. Optional. Select Show only messages from the people and subjects I follow to further refine the filter. 9. Click Save Filter. Edit a Custom Filter To edit a custom filter: 1. From your profile summary panel on the left of the home page under the Home tab, click the Manage link under My Filters. Here is an example of the dialog box that opens:

41 Understand Message Streams and Manage Custom Filters Click the filter name that you wish to edit. The filter configuration screen opens. 3. Update the filter as desired. For details on the filter options, see Create Custom Filters on page Click Update Filter. Delete a Custom Filter To delete a custom filter: 1. From your profile summary panel on the left of your home page, click the Manage link next to My Filters. 2. Click the filter name that you wish to delete. The Manage Your Filters screen opens. 3. Click the X next to the filter name. 4. Click Yes in the confirmation dialog box that appears.

42 28 Chapter 2 How to Work With Messages Create a Poll You can survey your colleagues with a poll and have them vote on the options you specify. To create a poll: 1. Click Poll under Share at the top of the home page. 2. Type the names of the people or one or more subjects you would like to poll in the Post to text field. As you start typing, tibbr automatically displays a list of matching names as choices. 3. Type the question that pertains to the poll in the text field below, for example, What s your favorite Web browser? 4. Add two or more options, up to a maximum of 11, by typing them in the text fields below. By default, three text fields are displayed. For the browser example, you might want to specify Internet Explorer, Mozilla Firefox, and Google Chrome as the options. Once you have filled out two fields and placed your cursor in the bottom field, tibbr adds another field. 5. Optional. Click File or Link under Attach to attach a file or specify the URL for a link that pertains to your poll. 6. Optional. Select one or both of these two options: Allow anyone to add options. Selecting this option enables your poll-takers to add more choices to your poll. Allow people to select multiple options. Selecting this option enables your poll-takers to vote for two or more choices. 7. Click Ask. tibbr displays the poll on your wall as a post. As your poll-takers cast their votes, their profile pictures (if uploaded) are displayed next to their choices. Clicking the ellipsis symbol ( ) next to an option displays a list of all the poll-takers who voted for that option.

43 View Community Posts 29 View Community Posts You can view the posts in communities, such as those run by your organization s partners, customers, suppliers, or resellers in other tibbr instances, that are made available by your administrator. As a prerequisite, you must have an account on the hosts in which the other tibbr instances are running. To view the posts in a community, click its name under My Communities on the left pane of the home page. Doing so for the first time displays a sign-in prompt: Type in the text fields your user name and password associated with the tibbr instance for the community and click Log in. The related posts are then displayed on your wall.

44 30 Chapter 2 How to Work With Messages

45 31 Chapter 3 How to Post Voice Memos With tibbr s tibvoice feature (henceforth called voice memos), you can post audio messages on tibbr. This chapter describes how to set up this feature and how it works. Topicsw Enable the Setup, page 32 Post or Listen to a Voice Memo, page 33

46 32 Chapter 3 How to Post Voice Memos Enable the Setup To enable voice memos: 1. Click the My Profile tab at the top. 2. Click Edit My Profile on the left panel for your profile screen. 3. Enter a phone number in one or more of these fields: Phone, Office Number, and Mobile. Click Save. 4. Click the Event Streams tab at the top. 5. Click the Enable button in the Voice Memo panel. The Voice Memo icon is displayed under My Streams on the left of your home page.

47 Post or Listen to a Voice Memo 33 Post or Listen to a Voice Memo Once you ve set up voice memos, you can call a phone number specified by your tibbr administrator to post a voice message to tibbr. You must call from one of the phone numbers on your profile. The caller ID identifies you to tibbr. To listen to a voice memo, click to play the audio file.

48 34 Chapter 3 How to Post Voice Memos

49 35 Chapter 4 How to Work With Subjects This chapter explains how to manage subjects in tibbr. Topics Explore Subjects, page 36 Create, Edit, Move, or Delete a Subject, page 38 Control Access to a Subject, page 41 Follow a Subject, page 43

50 36 Chapter 4 How to Work With Subjects Explore Subjects Have a look at the content under the Subjects tab. The My Subjects tab gives you access to all the subjects you own or follow. The Directory tab lists all the public subjects alphabetically. Note that you cannot see any deleted subjects or private subjects that you are or are not following. Subject Names Note these rules on subject names: The following letters and numbers are the valid characters for creating subjects: A-Z, a-z, and 0-9 Subject names cannot include spaces or other special characters, such as *, #,?, >, <, %, &, $, `, and, except for underscores and hyphens. Subject names must be unique. Once you have created a subject, you cannot reuse its name even after deleting the subject. That is, once you have deleted a subject, you cannot recreate it. For example, if you create the subject Marketing and then delete it, you cannot recreate the subject Marketing again. Subject Hierarchy A subject can have subsubjects, which in turn can have their own subsubjects. For example, you can create a subject called Americas and a subsubject for it called California, for which you can create a subsubject called Sales.

51 Explore Subjects 37 Always create a main subject before creating a subsubject. It's a good idea to review the existing subjects before creating a subject or subsubject. Once you have subscribed to a main subject, you are automatically subscribed to its subsubjects. To recategorize an existing subject as a subsubject of another subject, contact your tibbr administrator. Subject Search To search for a subject, type its name in the Search text field and press Enter. If the name matches one or more subjects, tibbr displays the results in list view.

52 38 Chapter 4 How to Work With Subjects Create, Edit, Move, or Delete a Subject This section describes how to create a subject or subject, also how to edit or delete subjects. Create a Subject To create a subject: 1. Under the Subjects tab, click the Directory tab. Scroll to the bottom and click Add Subject Here. The Create a New Subject dialog box appears. 2. Create a profile for the new subject by filling in the following fields: Subject Name is the name of the new subject. To convenience you and alleviate typographical errors, as you type a subject name, tibbr displays the existing subjects that begin with that name in the Existing Subjects panel. Subject Description is a description of the new subject. This is an optional field. Picture is an optional graphic for the subject. To assign a picture to the subject, click Upload a Photo. In the file browser that appears, navigate to the desired image file and click Open. The Use default image option is selected by default. Subject Permission specifies whether the subject is public, private, by approval, or, for administrators only, broadcast. Note: The capability to broadcast to all users is available to the tibbr administrator only. The default permission setting is Public, which allows all tibbr users to subscribe. For more details on restricting access to subjects, see Control Access to a Subject on page 41. Subject Hierarchy specifies whether another user can create a subsubject for this subject. Subsubjects are enabled by default. To disallow their creation, deselect Allow subsubjects to be created under this subject. 3. Click Create a Subject.

53 Create, Edit, Move, or Delete a Subject 39 Create a Subsubject To create a subsubject for a subject: 1. Under the Subjects tab, click the Directory tab. Scroll through the list to locate the subject. 2. Click the orange plus symbol that precedes the subject name to expand it and then click Add Subject Here. The Create a Subject Under subjectname screen appears. 3. Create a profile for the new subsubject by filling in the fields, which are identical to those in the Create a New Subject screen, except that the field titles refer to subsubjects, where appropriate. 4. Click Create a Subject. Edit a Subject To edit a subject that you own: 1. Click the Subjects tab. 2. Click My Subjects. 3. Locate your subject in the My Subjects panel. 4. Choose Edit from the Action drop-down menu to the right of the subject. 5. Edit the desired fields and click Save. Move a Subject To move a subject that you own: 1. Click the Subjects tab. 2. Click My Subjects. 3. Locate your subject in the My Subjects panel. 4. Choose Move from the Action drop-down menu to the right of the subject. The I want to move subject subjectname to dialog box is displayed.

54 40 Chapter 4 How to Work With Subjects 5. Click the subject you would like to be the main subject of the subject you are moving. 6. Click Move Subject Here at the bottom of the subject tree. 7. Click OK in the confirmation dialog box that is displayed. Delete a Subject To delete an existing subject that you own: 1. Click the Subjects tab. 2. Click My Subjects. 3. Locate your subject in the My Subjects panel. 4. Choose Delete from the Action drop-down menu to the right of the subject. 5. Click OK in the confirmation dialog box that is displayed. To delete a subject, you must be its owner. Otherwise, you cannot access the edit or delete-subject interface. If you cannot delete a subsubject because you are not the subject owner, the delete operation for the subject fails. Deleting a subject does not delete its subsubjects. Instead, tibbr elevates the subsubjects by one level.

55 Control Access to a Subject 41 Control Access to a Subject You can make a subject public, private, by approval, or, if you are a tibbr administrator, broadcast. Toward that end, the Subject Permission section of the Create a New Subject screen contains these settings: Public The subject is visible to all tibbr users, who can follow it any time. Private The subject is hidden to all users except for those whom the subject owner has invited. By Approval The subject is visible to all users. However, when a user clicks Follow, tibbr displays a message, Waiting for approval, and notifies the subject owner of the request with a message on the left panel. As soon as the owner clicks that message, a dialog box is displayed, prompting him or her to approve or reject the request. Once the owner has clicked Approve, the requestor s name and picture (if uploaded) appear on the Followers list on the subject page. Broadcast Available to administrators only. The published messages are broadcast to all users, regardless of whether they have subscribed to the subject. Broadcast messages appear on the walls of all users. Invite Users To give other users access to a private subject, you must invite them: 1. Click the subject name or icon to display the subject s page. 2. In the Followers panel on the right, click the Add More Followers button for the related dialog box. 3. In the Find People field, enter the name of the invitee. As you type a name, tibbr displays the existing names that begin with the first few keystrokes in the field. Choose the desired name. You can enter multiple names in this fashion. 4. In the Find Groups field, enter the name of the group whose members you would like to invite. Note: This field is visible only if your administrator has enabled LDAP authentication and made the LDAP groups in your organization available for tibbr. 5. Optional. Type a message in the Add a Personal Message field. tibbr includes the text entered here in the message sent to the specified people.

56 42 Chapter 4 How to Work With Subjects 6. Click Invite. tibbr then sends to the invited users, offering them the option to follow the subject. Remove Users To remove a follower from a subject: 1. Click the Edit button located at the top of the Followers panel on the right. The View Follower List panel is displayed. 2. Click the Remove link next to the name of the follower you wish to remove from the subject.

57 Follow a Subject 43 Follow a Subject Following a subject means to subscribe to it from the My Subjects or Subject Directory page. To subscribe, simply click the Follow button. Once you ve begun following a subject, all the new messages that are posted to the subject appear on your wall. Suggest a Subject to People To suggest a subject to other tibbr users: 1. Navigate to the subject s page by clicking the subject. 2. Click the Suggest to People link in the subject profile panel on the left. The Share this subject with your colleagues screen appears. 3. In the Find People field, type the name of the invitee. As you type a name, tibbr displays the existing names that begin with the first few keystrokes in the field. Choose the desired name. You can enter multiple names in this fashion. 4. Optional. Type a message in the Add a Personal Message field. tibbr includes the text entered here in the message sent to the specified people. 5. Click Share. tibbr sends each specified user an message that includes a link to the subject page.

58 44 Chapter 4 How to Work With Subjects Pause or Restart a Subscription To temporarily stop receiving messages on a subject, pause your subscription: 1. Locate the subject in the My Subjects panel under the Subjects tab. 2. Choose Pause from the Action drop-down menu. To restart your subscription, choose Play, which replaces Pause as soon as you have chosen the latter. Unsubscribe From a Subject To permanently stop receiving messages on a subject, unsubscribe by clicking the Unfollow button in the subject profile panel.

59 Set Up Notifications for Subject Messages 45 Set Up Notifications for Subject Messages Once you have created or subscribed to a subject, you can have tibbr notify you by when new messages on that subject arrive. Follow these steps: 1. Locate the subject in the My Subjects panel under the Subjects tab. 2. Click Notifications on the left panel. 3. Click the Set up notification link that is displayed. 4. In the Message Delivery tab under My Profile, click Add New. 5. Follow the steps in Create a Message-Delivery Channel on page 52. Afterwards, tibbr displays under Notifications the address and SMS channel, as applicable, to which notifications for that subject s messages will be sent. You can define the notification frequency by doing the following: 1. Click the Edit button next to the menu below the address or SMS channel. 2. Choose In Real-Time, Hourly, Daily, or None from the menu and click Save.

60 46 Chapter 4 How to Work With Subjects

61 47 Chapter 5 How to Work With People This chapter explains how to find and follow people. Topics Explore People, page 48 Follow a Person, page 49 Stop Following a Person, page 50

62 48 Chapter 5 How to Work With People Explore People Find and follow tibbr people from the People tab. On the page are two tabs, My People and Directory. My People Clicking the My People tab displays a list of the people you are following and those who are following you. Directory Clicking the Directory tab displays an alphabetical list of all tibbr users by name. To find a user in the directory, type that person s name in the Search field and either click the Search button or press Enter. tibbr then lists the users whose names match the typed name. By default, people are shown in Hierarchical View. However, some tibbr instances have an alternate, hierarchical view, available. To see the list by organization, click the Hierarchical View button. Expand or collapse the groups in the hierarchical view by clicking the plus or symbol in the tree display.

63 Follow a Person 49 Follow a Person After locating a user you are interested in, you might want to follow him or her, that is, subscribe to the messages he or she posts. To follow a user, click the Follow button in the people directory or on the left panel of the user s profile page. Afterwards, tibbr updates that button to read Unfollow and displays the messages posted by that user on your wall.

64 50 Chapter 5 How to Work With People Stop Following a Person To stop following a person, click the user s Unfollow button in the people directory or on the user s profile page. Afterwards, tibbr updates that button to read Follow and stops displaying the messages posted by that user on your wall.

65 51 Chapter 6 How to Configure Message Delivery This chapter describes notification channels, which deliver messages to you by or Short Message Service (SMS) on a mobile phone. Topics Create a Message-Delivery Channel, page 52 Schedule Delivery, page 53 Delete a Message-Delivery Channel, page 54 Pause or Resume a Channel, page 55

66 52 Chapter 6 How to Configure Message Delivery Create a Message-Delivery Channel To create a message-delivery channel: 1. Click the My Profile tab at the top and then Message Delivery for its panel. 2. Click the Add New link for the delivery type you wish to configure: To deliver messages by , click the link at the bottom of the column. To receive messages as text messages on your mobile phone, click the link in the SMS column. 3. Enter the appropriate information: To create an channel, type your address in the field in the New Subscription panel. To create an SMS channel, enter your mobile number in the SMS field. In the United States, key in the number s 10 digits with no spaces, for example, Choose your carrier from the Select a Carrier drop-down menu, for example, Verizon. 4. Click Enter. tibbr sends an activation message to the channel, either by or SMS. The message includes an activation code. 5. Activate the channel by typing the code in the Activation Code field in the Activate Your Subscription panel and then clicking Enter. In the case of an channel, clicking the link in the message also activates the channel.

67 Schedule Delivery 53 Schedule Delivery Scheduling determines how often you receive messages on a delivery channel. If desired, you can set a different delivery option for each subject and person that you follow; and for anyone who has posted a message on your wall. Custom settings are also specific to the delivery channel. That means you can, for example, receive hourly updates over an SMS channel and real-time updates by . To change the delivery schedule for a channel: 1. Click the My Profile tab and then Message Delivery for its panel. 2. Click Schedule at the bottom of the desired delivery channel. 3. To set a global schedule for the channel, choose the desired option from the For all drop-down menu and then click Apply to All. You have four options: In Real-time tibbr sends you a message as soon as a new message is posted to the subject or by the person in question. Hourly tibbr sends you a digest message that contains all the messages posted in the past hour. Daily tibbr sends you a digest message with all messages posted during the past 24 hours. None tibbr does not send messages to the channel when messages are posted. 4. Optional. To specify a delivery schedule for notification messages when a user posts a message directly to you, choose In Real-time, Hourly, Daily, or None from the drop-down menu under Notify me if someone posts a message to me. 5. Optional. To customize the delivery schedule for a specific person or subject you are following, choose In Real-time, Hourly, Daily, or None from the drop-down menu below the person s or subject s name. 6. Click Save.

68 54 Chapter 6 How to Configure Message Delivery Delete a Message-Delivery Channel To delete a message-delivery channel: 1. Click the My Profile tab and then Message Delivery for its panel. 2. Click Delete at the bottom of the desired delivery channel. 3. Click OK in the confirmation dialog box that appears.

69 Pause or Resume a Channel 55 Pause or Resume a Channel You can temporarily stop receiving messages for a channel, such as when you are on vacation. To pause a channel: 1. Click the My Profile tab and then Message Delivery. 2. Click the Pause icon next to the desired delivery channel. To receive messages again, resume the channel by clicking the play icon.

70 56 Chapter 6 How to Configure Message Delivery

71 57 Chapter 7 How to Create Event Streams This chapter describes event streams, which deliver content from external systems, such as RSS feeds, to tibbr subjects. Only the default event streams are described here. Your tibbr administrator might need to enable some of the event streams described in this chapter before they are available to you. Topics Understand Event Streams, page 58 Use Work Streams, page 59 Use Life Streams, page 74

72 58 Chapter 7 How to Create Event Streams Understand Event Streams Clicking the Event Streams tab displays the Event Streams page. tibbr offers several default event streams in two categories: Work Streams and Life Streams. Work Streams, which access information from systems that are external to tibbr, such as RSS feeds or a Salesforce system. See Use Work Streams on page 59 for details. Life Streams, which access content from your favorite social networking sites or from your custom RSS clients and display that content in tibbr. For example, you can receive updates from Facebook, Twitter, and LinkedIn in tibbr. See Use Life Streams on page 74 for details.

73 Use Work Streams 59 Use Work Streams Recall that work Streams access information from systems that are external to tibbr. For example, you can configure streams to publish messages from an RSS feed or from an SAP or a Salesforce system. In general, work streams contain two components: Instance An instance is like a category container. The instance contains settings that apply to all its streams. For example, a Salesforce instance holds the user name and password for logging in to Salesforce. You can enable or disable instances, controlling whether their streams are published. Once you have disabled an instance, tibbr does not read or publish messages from the streams it contains. Stream A stream is a specific feed of messages within an instance. For example, an RSS stream is a link to a specific RSS feed. Streams are associated with a specific subject. tibbr publishes messages from the stream to that subject. By default, tibbr checks enabled instances for new messages every 10 minutes and then publishes them. For details on creating the default work stream types available in tibbr, see these sections: Create an RSS Stream on page 62 Create a Salesforce Stream on page 64 Create an SAP Stream on page 67 Create an Oracle Order Management Stream on page 71 Use the Oracle Expenses Stream on page 73 Enable or Disable a Work Stream If your administrator has added you to the user or subscriber list of a work stream, you can enable or disable that stream. After you have enabled a work stream, its icon is displayed on the left panel under My Streams on the left panel of your home page.

74 60 Chapter 7 How to Create Event Streams Create a Work Stream To create a work stream: 1. Click the Event Streams tab and then the Work Streams tab. 2. Click the Configure button in a panel to open the stream configuration panel. 3. Create an instance or select an existing instance by clicking the instance name. The details of this step vary according to the work-stream type. See the section that pertains to your selected stream. 4. Add a stream to the instance. See the section that pertains to your work-stream type. 5. Enable the instance to begin publishing messages from the stream. See Enable an Instance on page 60. Enable an Instance By default, a new instance is disabled. To enable an instance, choose Enable from the drop-down menu. Disable an Instance To disable an instance, choose Disable from the Action drop-down menu. View Instance Status To see the statistics on an instance, click the status icon, or next to the instance name. Here is an example of the subsequent display:

75 Use Work Streams 61 Edit an Instance To change an instance s settings: 1. Choose Edit from the drop-down menu. 2. Type a new name in the Name field in the Edit Instance panel that opens. 3. Click Update. Delete an Instance To delete an instance and all its streams: 1. Choose Delete from the drop-down menu. A confirmation dialog box is displayed. 2. Click OK to delete the instance or Cancel to retain it. Bear in mind that deleting an instance deletes all its streams. Edit a Stream To change a stream s configurations: 1. In the instance listing, click the instance name to expand it. 2. Click the Edit button next to the stream name for the Edit Stream panel. 3. Make the desired changes in the fields. 4. Click Update. Delete a Stream To delete a stream: 1. In the instance listing, click the instance name to expand it. 2. Click the Delete icon next to the Edit button of the stream you wish to delete. A confirmation dialog box is displayed. 3. Click OK to delete the stream or Cancel to retain it.

76 62 Chapter 7 How to Create Event Streams Create an RSS Stream The RSS event stream reads an RSS XML feed and publishes messages from the feed to a tibbr subject. To create an RSS stream: 1. Under Work Streams in the Event Streams tab, click the Configure button in the RSS panel for the RSS configuration panel. 2. Create an instance or select an existing instance by clicking the instance name. See Add an RSS Instance on page Add a stream to the instance. See Add a Stream to an Instance on page Enable the instance to begin publishing messages from the stream. See Enable an Instance on page 60. Add an RSS Instance To add an RSS instance: 1. Click Add Instance. 2. Type a name for the instance in the Name field. 3. Click Save to add the channel. Once tibbr has saved the new instance, it appears in the RSS Channel listing.

77 Use Work Streams 63 Add a Stream to an Instance Next, add a stream to the instance. Follow these steps: 1. In the RSS Channel listing, click the instance name to expand it. tibbr lists all the existing streams. 2. Click the Add Stream link. The Add Stream panel opens. 3. Fill in the details about your RSS feed. Name Type a descriptive name that identifies the feed. URL Type a Web address as a link to the feed. Login name Optional. Type the login name of a user who is authorized to access the feed. Fill in this field only when adding a secure feed. Password Optional. Type a password that, along with the user name, enables access to a secure feed. Fill in this field only when adding a secure feed. Map messages to subjects Specify one or more topics on which tibbr posts messages published over the feed. 4. Click Save. The new stream appears in the RSS Instance listing.

78 64 Chapter 7 How to Create Event Streams Create a Salesforce Stream The Salesforce event stream reads events from Salesforce and publishes them as messages to a tibbr subject. Procedure Subject Names To create a Salesforce event stream: 1. Under the Event Streams tab, click the Configure button in the Salesforce panel for the Salesforce configuration panel. 2. Create an instance or select an existing instance by clicking the instance name. See Add an Instance on page Add a stream to the instance. See Add a Stream to an Instance on page Enable the instance to begin publishing messages from the stream. See Enable an Instance on page 60. Salesforce streams are automatically mapped to private subjects created by tibbr. Subject names are in the form RecordType.RecordName, where: RecordType is determined by step 3 in Add an Instance on page 64. RecordName is determined by the records monitored by the stream, as determined by step 3 in Add a Stream to an Instance on page 65. Add an Instance 1. Click Add Instance. 2. Fill in the details about the instance in the following fields: Name Type a descriptive name that identifies the instance. User Name Type the name of a user authorized to access Salesforce. Password Type a password that, along with the user name, enables access to Salesforce.

79 Use Work Streams Specify a record type from the Record Type menu to identify the type of record to be retrieved from Salesforce. The available types depend on your Salesforce application. Examples are Opportunity, Account, and Case. Note that the record type specified here forms part of the subject name to which the stream publishes. See Subject Names on page 64 for more information. 4. Optional. Specify a close date from the Close Date Filter menu: This Quarter, Last Quarter, Next 90 Days, This Year, Last Fiscal Quarter, Next Fiscal Quarter, or None. 5. Optional. Enter a custom filter in the Custom Filter field. See the example below the text field. 6. Click Save. The new instance appears in the Salesforce Instance listing. Add a Stream to an Instance Next, add a stream to an instance. Follow these steps: 1. In the Salesforce Instance listing, click a name to expand it. tibbr lists all the existing streams. 2. Click the Add Stream link for the related panel. 3. Fill in the details on your Salesforce stream in the following fields: Name Type a descriptive name that identifies the stream. Monitor Records Optional. Specify whether the stream monitors new or existing records. Existing Records Specify the records monitored by the stream. This field is available only if you specified that the stream monitors existing records in the preceding field. Note that the names of the records monitored by the stream form part of the subject name to which the stream publishes. See Subject Names on page 64 for more information. Post Messages To Select one of the following: Myself only The updates are posted to you only. Myself and others The updates are posted to you and the users you specify. Once you have selected this option, the Map Messages to Users

80 66 Chapter 7 How to Create Event Streams field is displayed. Start typing a user name. tibbr automatically displays a list of matching names as choices. Add as many users as you desire. Subjects The updates are posted to the subjects you specify. Start typing a subject name. tibbr automatically displays a list of matching names as choices. Add as many subjects as you desire 4. Click Save. The new stream appears in the Salesforce Instance listing. Example Scenario Here is an example of a typical user scenario: 1. Log in to Salesforce. 2. Click Opportunities at the top and, in the Recent Opportunities panel that is displayed, select an opportunity. 3. In the Opportunity Detail panel that is displayed, click Edit. 4. Change the value in the Amount field. Click Save. Next time tibbr runs and updates event streams (the default frequency is once every 10 minutes), it posts a message with the details of the update to the subject in question. To verify the posting immediately, disable the instance in the Salesforce Instance listing and enable it again. If you have configured a Salesforce stream to monitor new records, tibbr monitors them for you. Here is an example: 1. In Salesforce, click New under the Opportunity tab. 2. Fill in the details in the New Opportunity panel that is displayed. The required fields are Opportunity Name, Close Date, and Stage. Click Save. Next time tibbr runs and updates event streams, it posts a new message on your home page with a new ID for the opportunity you just created.

81 Use Work Streams 67 Create an SAP Stream The SAP event stream reads events from SAP and publishes them as messages to a tibbr subject. Procedure Subject Names To create an SAP event stream: 1. Under the Event Streams tab, click the Configure button in the SAP panel for the SAP configuration panel. 2. Create an instance or select an existing instance by clicking the instance name. See Add an Instance on page Add a stream to the instance. See Add a Stream to an Instance on page Enable the instance to begin publishing messages from the stream. See Enable an Instance on page 60. SAP streams are automatically mapped to private subjects created by tibbr. Subject names are in the form RecordType.RecordName, where: RecordType is determined by step 3 in Add an Instance on page 68. RecordName is determined by the records monitored by the stream, as determined by step 3 in Add a Stream to an Instance on page 68.

82 68 Chapter 7 How to Create Event Streams Add an Instance 1. Click Add Instance. 2. Fill in the details about the instance in the following fields: Name Type a descriptive name that identifies the instance. User Name Type the name of a user authorized to access SAP. Password Type the password that, along with the user name, enables access to SAP. SAP Server Host Type the name or IP address of the SAP server. SAP Server Port Type the port number of the SAP server. 3. Select Opportunity from the Record Type menu. Opportunity is the only record type currently available. This record type forms part of the subject name to which the stream publishes. See Subject Names for more information. 4. AS a filter, select the close date (Today, Last Quarter, Last Year, Last 3 Years, Last 5 Years, or None) from the Close Date Filter drop-down menu. 5. Click Save. The new instance appears in the SAP Instance listing. Add a Stream to an Instance Next, add a stream to an instance. Follow these steps: 1. In the SAP Instance listing, click a name to expand it. tibbr lists all the existing streams. 2. Click the Add Stream link for the related panel. 3. Fill in the details on your SAP stream in the following fields: Name Type a descriptive name that identifies the stream. Existing Records Select the records to be monitored by the stream.

83 Use Work Streams Select Monitor New Records, if desired. For each SAP record, tibbr monitors three fields: Exp. Sales Volume (under Forecast) Closing Date (under Dates) Status (under Sales Cycle) 5. Select one of the following options under Post Messages to: Myself only The updates are posted to you only. Myself and others The updates are posted to you and the users you specify. Once you have selected this option, the Map Messages to Users field is displayed. Start typing a user name. tibbr automatically displays a list of matching names as choices. Add as many users as you desire. Subjects The updates are posted to the subjects you specify. Start typing a subject name. tibbr automatically displays a list of matching names as choices. Add as many subjects as you desire 6. Click Save. The new stream appears in the SAP Instance listing. Example Scenario Here is an example of a typical user scenario: 1. Log in to SAP CRM. 2. Click an Opportunity ID, for example, 1424, under Recent Items at the bottom of the left navigation panel. 3. Click Edit near the top. In the Opportunity Details panel that is displayed, change the values of the three fields monitored by tibbr: Exp. Sales Volume, Closing Date, and Status. Click Save. Next time tibbr runs and updates event streams (the default frequency is once every 10 minutes), it posts three messages with the details of the updates to the subjects configured. To verify the posting immediately, disable the instance in the SAP Instance listing and enable it again. If you have configured Monitor New Records for SAP streams, tibbr also monitors the new records that you create. Here is an example: 1. In SAP CRM, click New near the top and select Opportunity in the list that is displayed. 2. Fill in the details in the Opportunity Details panel that is displayed: Description, Prospect, Partner Selection, Exp. Sales Volume, and so forth. Click Save.

84 70 Chapter 7 How to Create Event Streams Next time tibbr runs and updates event streams, it posts a new message on your home page with a new ID for the opportunity you just created.

85 Use Work Streams 71 Create an Oracle Order Management Stream The Oracle Order Management event stream tracks the order fulfillment process and publishes the status as messages to a tibbr subject. Create a Stream To create an Oracle Order Management event stream: 1. Under the Event Streams tab, click the Configure button in the Oracle Order Management panel for the configuration panel. 2. Select Enable Stream if it is not yet selected. Once you have enabled this stream, a small icon labeled Oracle Order Management is displayed under My Streams on the left panel of your home page. Clicking that icon displays on your wall the Oracle Order Management tab, under which the order details are displayed as messages.

86 72 Chapter 7 How to Create Event Streams Add an Instance 1. Click Add Instance. 2. Fill in the details about the instance in the following fields: Name Type a descriptive name that identifies the instance, for example, Oracle Order Status. Oracle App. User Name Type the name of a person authorized to access Oracle Order Management. Oracle App. Password Type the password that, along with the Oracle app. user name, enables access to Oracle Order Management. Order From Date (dd-mmm-yy) The date on which to start tracking order status. Order To Date (dd-mmm-yy) The date on which to end tracking order status. To include all future orders, leave this field blank. Status Type Select one or more of the order status types on the scrolling list. To select multiple status types, press Ctrl and select the type. 3. Select one of the following options under Post Messages to: Myself only The status updates are posted to you only. The updates cycle through a total of five phases: Entered, Booked, Cancelled or Staged/Pick Confirmed, Shipped, and Closed. An order can also have the status of Backordered, if applicable. Myself and others The status updates are posted to you and the users you specify. Once you have selected this option, the Map messages to users field is displayed. Start typing a user name. tibbr automatically displays a list of matching names as choices. Add as many users as you desire. Subjects The status updates are posted to the subjects you specify. Once you have selected this option, the Map messages to subjects field is displayed. Start typing a subject name. tibbr automatically displays a list of matching names as choices. Add as many subjects as you desire. 4. Click Save. The new instance, disabled by default, appears in the Oracle Order Management instance listing. You can enable, edit, or delete an instance by choosing Enable, Edit, or Delete, respectively, from the Action menu next to the instance.

87 Use Work Streams 73 Use the Oracle Expenses Stream Configuration of the Oracle work stream for expense reporting is handled by your administrator. Once that s in place, click Enable in the Oracle icon and a small icon labeled Oracle Expenses is displayed under My Streams on the left panel of your home page. Clicking that icon displays the My Expenses and My Approvals tabs on your wall. Working With My Expenses To work with your Oracle expenses in tibbr, click the My Expenses tab. tibbr displays the latest status of your expense reports in the form of messages. Click any link to log in to Oracle and browse the details of your expense reports. Subsequently, any status change is reflected in the messages under the My Expenses tab. Working With My Approvals To view and comment or approve your staff s expense reports, click the My Approvals tab. Click any link to log in to Oracle and proceed. Afterwards, any status change is reflected in the messages under the My Approvals tab.

88 74 Chapter 7 How to Create Event Streams Use Life Streams With life streams, you can do the following: Access contents from your favorite social networking sites, such as Facebook, LinkedIn, and Twitter. Subscribe to RSS feeds on the Web through RSS clients. With life streams, you can view messages and post your own status updates to those sites without leaving tibbr. Before you can enable and configure a life stream, it must first be made available by the tibbr administrator. Life streams are visible to you only, that is, their contents are not automatically published to your tibbr wall. However, you can selectively share an event from a life stream on tibbr by clicking the Post to your tibbr wall link at the bottom of the message. Afterwards, you can edit the content before posting it. You can also publish a status update on Facebook and LinkedIn, or a tweet in Twitter, from the feed. To post the same message to tibbr, select Post to your tibbr wall, as shown here: Once you have published a message to both the life stream and tibbr, the two messages are managed separately. That means, for example, that the comments made to your tibbr message are not automatically published to your Facebook status. Similarly, comments made to the Facebook status either through the tibbr life stream or through Facebook are not published on your tibbr wall.

89 Use Life Streams 75 Create a Life Stream Create all life streams by enabling them with the same steps, as follows: 1. Under the Event Streams tab, click Life Streams for their page. 2. Enable a life stream by clicking its Enable button, as shown in this example: 3. In the My Streams panel of your home page, click the newly enabled life stream. 4. For social networking sites: Log in to the life stream with your credentials. For example, log in to Facebook with your Facebook user name and password. To access a social networking site, you must also give tibbr permission to view your data there.

90 76 Chapter 7 How to Create Event Streams For RSS client streams: a. Click RSS Client and then click the Add Subscription button that appears. The Paste an RSS feed URL text field is displayed. b. Type or copy and paste in the text field the URL of an RSS feed, for example and click Add. Alternatively, just type the domain name, for example: tibbr will then fetch the RSS on your behalf. c. Optional. Click Advanced Options for three more options. d. Optional. Specify a feed name of your choice in the Custom Feed Name text field. For feeds that are under access control, type your user name and password in the User Name and Password fields.

91 Use Life Streams 77 Once you have added a subscription, you can edit its property fields or delete it by clicking Edit or Delete below its name, as shown here: Disable a Life Stream To disable a life stream in tibbr: 1. Under the Event Streams tab, click Life Streams for their page. 2. Click the Disable button for the life stream.

92 78 Chapter 7 How to Create Event Streams

93 79 Chapter 8 How to Set Up tibcast From tibbr, you can invite people in your organization to join an audio conference, video conference, or Webinar through the tibcast service; start the event; and replay the recording later. This chapter describes the steps. Note: This capability is available only if you subscribe to the tibcast service. Topics Send an Invitation, page 80 Join a Video Conference, page 82 Replay a Recording, page 83

94 80 Chapter 8 How to Set Up tibcast Send an Invitation Before starting a video conference, identify whom you would like to join and then send them an invitation. Do the following: 1. Under Set Up Video Conference on the right panel of your home page or a subject page, click Send invitations for video conference. The I want to set up a dialog box is displayed. 2. Select the type of conference you would like to set up: Audio Only Conference, Video Conference, or Webinar. 3. Type an invitee s name in the Add people to the list text field. tibbr displays those users whose names match the text you enter. 4. Select the appropriate name and continue typing the names of the other invitees, if any, and making selections. Click Add when the list is complete. tibbr lists your invitees below the text field.

95 Send an Invitation Optional. Click Delete next to the name of anyone you do not want to invite. If you initiate an invitation from a subject page, tibbr displays all the followers of that subject in the Find People text field. You can then invite them all, add more names to the list, or delete certain names by clicking the X symbol to the right of the names. 6. Optional. Fill in the Agenda field with the topics for the video conference. 7. Click Start. tibbr then posts a notification as a private message to you and your invitees with a tibcast link.

96 82 Chapter 8 How to Set Up tibcast Join a Video Conference To join a video conference, click tibcast. All the invitees, including the owner, are then presented with the video-conference interface, including the following controls: Record mode, which records the conference and is on by default Full-screen mode, which converts your entire screen to display the conference only Screen-sharing, which replaces the screens of the other participants with yours Slide show, which enables you to run through a presentation, slide by slide The names and pictures (if uploaded) of all the participants are displayed at the bottom of the screen. When the conference is over with, the owner must click End Event at the top to terminate it.

97 Replay a Recording 83 Replay a Recording The recording of a video conference is available for playback a few minutes after the event. Besides being useful to the invitees who missed the conference, the recording is also handy for transcription and for future reference. To play the recording, go to your wall and locate the private message that pertains to the video conference. Start playing by clicking tibcast to the right of the play button below this message: The meeting has ended. You can access the recording here:

98 84 Chapter 8 How to Set Up tibcast

99 85 Chapter 9 How to Chat This chapter explains how to chat online in tibbr. Topics Explore the Chat Window, page 86 Start a Chat, page 87 Review Chat Archives, page 88

100 86 Chapter 9 How to Chat Explore the Chat Window tibbr chat is a secure way for exchanging instant messages with your colleagues. Listed in the Chat window, which is located to the bottom right of the tibbr screen, are the tibbr users whom you follow. Open To open chat, click the Chat window s top bar. Minimize To minimize the chat window, click the top bar again. Online users are denoted by the icon. icon next to their names; offline users, by the Go Offline By default, you are online and available to chat with other users. To change your status to offline, click the top bar of the chat window and then the settings icon below the Find People field. Choose Go Offline from the menu. When you are offline, you are shown as being offline to other tibbr users. You will not receive chat messages sent by other users until you go online again. Go Online To go online in chat, simply click the Chat window s top bar. You are then signed on. Play or Mute Sounds By default, tibbr sounds are muted. If you turn on sounds, tibbr plays a chime each time you receive a chat message. To turn on sounds, click the settings icon in the chat window and choose Sounds On from the menu. To mute sounds, click the settings icon in the Chat window and choose Sounds Off from the menu.

101 Start a Chat 87 Start a Chat To start an online chat in tibbr: 1. Open the chat window. 2. Locate your colleague in the list of tibbr users by doing either of the following: Scroll through the list to find the colleague s name. In the Find People field, type part or all of the colleague s name. The chat window displays those users whose names match the text you enter. 3. Click the appropriate name to open a chat window. 4. Type your message in the text field and press Enter.

102 88 Chapter 9 How to Chat Review Chat Archives tibbr saves all chat sessions. To view your chat archive, click the Chat History stream on the left panel of your home page.

103 89 Chapter 10 How to Upload, Browse for, or Search for SharePoint Content in tibbr With Microsoft SharePoint, you can manage and provision Web sites and manage documents. Once your system administrator has configured SharePoint for tibbr, you can do the following: Upload files to SharePoint and link to them through tibbr posts. Browse for SharePoint content in tibbr and link to them through tibbr posts. Search for SharePoint documents in tibbr. This chapter shows you the steps. Topics Upload Files to SharePoint from tibbr, page 90 Browse for SharePoint Content in tibbr, page 91 Search for SharePoint Documents in tibbr, page 92

104 90 Chapter 10 How to Upload, Browse for, or Search for SharePoint Content in tibbr Upload Files to SharePoint from tibbr To upload a document in your file system to SharePoint: 1. On your tibbr home page, click File under Attach below the Post to area at the top. Two dialog boxes are then displayed. 2. Click Choose File. A file browser is displayed. 3. Navigate to the directory and select the file you would like to upload. Click Open. 4. Select Upload this file to SharePoint only. A dialog box is displayed with a list of your SharePoint folders. 5. Select a folder in which to place the file. Click Select. Note: If a file with the same name already exists in SharePoint, tibbr overwrites that file. 6. Type one or more subject or people names in the Post To field along with a message in the text field below. 7. Click Post. tibbr uploads the file to SharePoint and posts your message on your wall with a link to that file.

105 Browse for SharePoint Content in tibbr 91 Browse for SharePoint Content in tibbr To browse for SharePoint content in tibbr: 1. On your home page, click File under Attach below the Post to area at the top. 2. Click Browse SharePoint. A dialog box is displayed with a list of your SharePoint folders. 3. Click a folder to expand it, select a file, and then click Select. Alternatively, you can search for a file by typing one or more keywords in the Search field in the Browse SharePoint dialog box. Afterwards, tibbr displays the matches in a list of file names. Select a file and click Select. 4. Type one or more subject or people names in the Post to field along with a message in the text field below. 5. Click Post. tibbr posts your message on your wall with a link to the file you selected.

106 92 Chapter 10 How to Upload, Browse for, or Search for SharePoint Content in tibbr Search for SharePoint Documents in tibbr You can also search for SharePoint documents by typing one or more keywords in the Search field on the top right corner of your home page. tibbr then displays the matches under the SharePoint heading, which is also a link, in the Search Results page. Click the SharePoint link for a list of the files whose names match your search criteria.

107 93 Chapter 11 How to Explore Subject Analytics This chapter shows you how to view and monitor tibanalytics (henceforth referred to as analytics) on the messages on and replies to the subjects that you follow or own. tibbr displays all the data in real time. To view the analytics on a subject: 1. Click the Subjects tab and, under MY SUBJECTS on your wall, click the subject in question. tibbr displays the Subject Trends panel at the bottom of the left panel with the number of messages and replies that have been posted on the subject. 2. Click See more at the bottom. tibbr displays on your wall the following: Number of Messages and Replies The total number of the related messages and replies and a bar graph that shows that data as a percentage of the total. Popular Topics The topics with the most replies. Trends A line graph that shows the message and reply trends over a period of time.

108 94 Chapter 11 How to Explore Subject Analytics Here is an example of the display:

109 95 Chapter 12 How to Administer tibbr This chapter describes the administrator capabilities under the Administrator tab. If you do not have administrator privileges, these capabilities are not available to you. In addition, this chapter shows you how to view tibbr s site analytics that are available to administrators. Topics Understand Administrator Capabilities, page 96 Manage Users, page 97 Manage Subjects, page 100 Publish Global Announcements, page 103 Manage Event Streams, page 104 Manage Streams, page 107 Manage Oracle Expenses Event Stream, page 109 Manage Voice Memos, page 110 Manage Roles, page 112 Manage Banned Words, page 115 View Analytics on page 116 Manage Communities on page 118

110 96 Chapter 12 How to Administer tibbr Understand Administrator Capabilities tibbr administrators can manage several tibbr aspects through the Administrator tab: Manage Users Create and delete users, reset a user s password, or update a user s address. Note that many of these capabilities are disabled if an LDAP directory manages users. Manage Subjects Create and delete subjects, edit subject details, edit a subject s followers, or update the owners of a subject. Manage Event Streams Control the availability of event streams and manage user-configured event streams. Manage Roles Create and assign privileges to roles and associate users with these roles. Manage Banned Words Specify words that are prohibited from being posted across all the input fields in tibbr. View Analytics Monitor and view tibbr s site statistics. Manage Communities Add, edit, or delete communities in other tibbr instances.

111 Manage Users 97 Manage Users You access the user management tools by clicking the View/Edit Users link under User Management in the Administrator tab. From the View/Edit Users screen, you can create and activate user accounts, delete or undelete user accounts, reset a user s password, or change a user s address. If your tibbr implementation obtains user data from an LDAP directory, only the delete function is available. All other user changes must be managed from LDAP. Find a User Users are listed alphabetically in the View/Edit Users screen. To locate a particular user, do one of the following: Page through the complete user list. Narrow the list by first name through the alphabetical filters at the top of the user list. To view only the users whose first names begin with a particular letter, click that letter. For example, to see the users whose first names begin with R, click R: Search for a user by entering part or all of the user s first or last name or account name in the Search field and clicking Search. Create User Account To create a user account: 1. Click the Create User button at the top right of the user list. 2. Enter the user s information in the following fields, which are all required: User Name Enter a unique account name for the user. Password Enter a password for the user. Confirm Password Enter the password again. Enter the user s address. First Name Enter the user s first name. Last Name Enter the user s last name.

112 98 Chapter 12 How to Administer tibbr 3. Click Create a New User. tibbr creates a new user account and sends an activation message to the given address. Activate User Account To activate an account for a user: 1. Locate the user in the View/Edit Users screen. 2. Choose Activate from the Action drop-down menu. A confirmation dialog box appears. 3. Click OK. Delete or Undelete User Account To delete a user s tibbr account: 1. Locate the user in the View/Edit Users screen. 2. Choose Delete from the Action drop-down menu. A confirmation dialog box appears. 3. Click OK. If your tibbr implementation connects to an LDAP directory, this delete capability simply restricts the user s access to tibbr and does not delete or change the user s LDAP entry in any way. To restore a user account that has been deleted: 1. Locate the user in the View/Edit Users screen. 2. Choose Undelete from the drop-down menu. A confirmation dialog box appears. 3. Click OK.

113 Manage Users 99 Reset a User Password To reset a user s password.: 1. Locate the user in the View/Edit Users screen. 2. Choose Reset Password from the drop-down menu. A confirmation dialog box appears. 3. Click OK. tibbr sends an message to the user with instructions on how to establish a new password. Update a User s Address To change the address associated with a user account: 1. Locate the user in the View/Edit Users screen. 2. Choose Reset from the drop-down menu. 3. Enter the new address in the field. 4. Click Save.

114 100 Chapter 12 How to Administer tibbr Manage Subjects You access the subject management tools by clicking the View/Edit Subjects link under Subject Management in the Administrator tab. From the Subject Management panel, you can create, edit, or delete subjects; or change subject followers or owners. Find a Subject Subjects are listed alphabetically in the View/Edit Subjects screen. To locate a particular subject, do one of the following: Page through the complete subject list. Narrow the list by subject name through the alphabetical filters at the top of the list. Subjects are alphabetized according to the name of the main subject. For example, the subsubject Americas under Sales is under S. To view only the subjects with names that begin with a particular letter, click that letter. For example, to see the subjects whose names begin with R, click R: Search for a subject by entering part or all of the subject name in the Search field and clicking Search. Create a Subject To create a subject: 1. Click the Create Subject button at the top right of the subject list. 2. Enter the subject details in the Create New Subject screen. For details on the fields, see Create, Edit, Move, or Delete a Subject on page Click Create a Subject. Delete or Undelete a Subject To delete a subject: 1. Locate the subject in the View/Edit Subjects screen. 2. Choose Delete from the Action drop-down menu. A confirmation dialog box appears.

115 Manage Subjects Click OK. To restore a subject that has been deleted: 1. Locate the subject in the View/Edit Subjects screen. 2. Choose Undelete from the Action drop-down menu. A confirmation dialog box appears. 3. Click OK. Edit a Subject To change subject settings: 1. Locate the subject in the View/Edit Subjects screen. 2. Choose Edit Subject from the Action drop-down menu. The Edit Subject Details screen opens. 3. Make the desired changes by editing the fields. 4. Click Save. A confirmation dialog box opens. 5. Click Close. Move a Subject To change subject settings: 1. Locate the subject in the View/Edit Subjects screen. 2. Choose Move from the Action drop-down menu. The I want to move subject subjectname to dialog box is displayed. 3. Follow steps 5-7 in Move a Subject on page 39. Edit Followers To add or remove followers of a subject: 1. Locate the subject in the View/Edit Subjects screen. 2. Choose Edit Followers from the Action drop-down menu.

116 102 Chapter 12 How to Administer tibbr 3. Add or remove the followers, as desired: To add followers, begin typing a user s name in the Add Users field. As you type, a list of matching names appears, from which you can choose the desired name. Click Add. If your tibbr implementation connects to an LDAP directory, you can add a group of followers by specifying an alias. All members of the alias are then subscribed to the subject. To remove followers, locate their names in the list of current followers. Click Remove. 4. Click OK. Add Owners By default, the creator of a subject is its owner, who can edit, pause, or delete the subject. However, the tibbr administrator can assign additional owners to a subject, according them editing privileges for it. There is no limit to the number of owners a subject can have. To assign or remove owners to a subject: 1. Locate the subject in the View/Edit Subjects screen. 2. Choose Assign Owners from the Action drop-down menu. 3. Add or remove subject owners, as desired: To assign new owners, begin typing a user s name in the Assign Users field. As you type, a list of the matching names appears, from which you can choose the desired name. Click Add. To remove owners, locate their names in the list of current owners. Click Remove. 4. Click OK.

117 Publish Global Announcements 103 Publish Global Announcements You can publish a tibbr message as a global announcement to all users. tibbr displays an announcement as a top item, highlighted by borders, on the users walls. Follow these steps: 1. On the home page or from a subject page in the Subjects tab, locate the message you would like to publish as a global announcement. 2. Choose Announce from the More drop-down menu. The Make This Message an Announcement dialog box appears. 3. Select Global Announcement under Type of Announcement. 4. Under Announcement Duration, select Manually remove it or, if you would like tibbr to delete the announcement after a certain number of days, type that number in the text field of the option Last for x Days. The default for x is Click Save. To manually delete a global announcement, locate it on your wall and click Delete.

118 104 Chapter 12 How to Administer tibbr Manage Event Streams To manage event streams, first click the Manage Event Streams or Manage Instances links under the Administrator tab. Manage Event Streams Clicking Manage Event Streams under Event Streams in the Administrator tab displays an alphabetical list of the available event streams in the Event Streams panel. You can control which event streams are available to tibbr users. If a user does not have the permission to create instances of a certain event stream, that stream does not appear under that user s Event Streams tab. View/Edit Users The availability of event streams determines which users can create instances of a certain event stream. You can grant access to an event stream to all users or allow only certain users to create streams. Limiting access to an event stream controls which users can create instances of a certain event stream. Users without the permission to create work streams can still follow subjects that publish work-stream feeds. To edit stream availability: 1. Locate the stream in the Manage Event Streams screen. 2. Choose View/Edit Users from the Action drop-down menu. The Edit Users dialog box is displayed. 3. Do either of the following: Select All Users to make the event stream available to all users. Select Limited Users to limit the availability to only the specified users. Afterwards, give those users permission by beginning to enter their names in the Assign Users field. As you type, a list of the matching names appears from which you can choose the desired names. Click Add. If your tibbr implementation connects to an LDAP directory, you can assign a group of users by specifying an alias. All members of the alias then have the permission to manage event streams. 4. Optional. To remove users, locate their names in the list of current users. Click Remove.

119 Manage Event Streams Click Update Users. View/Edit Subscribers Choose the View/Edit Subscribers option from the Action drop-down menu for an event stream to specify whether certain users can subscribe to that stream. Once you have granted those users that privilege, they can enable the event stream under their Event Streams tab and have the stream displayed under My Streams on the left panel of the home page. Delete an Event Stream To prevent the use of event streams of a particular type in your tibbr implementation, delete that event stream, removing it from tibbr. To delete an event stream: 1. Locate the stream in the Manage Event Streams screen. 2. Choose Delete from the drop-down menu. A confirmation dialog box appears. 3. Click OK. Undelete an Event Stream To restore an event stream that has been deleted: 1. Locate the stream in the Manage Event Streams screen. 2. Choose Undelete from the drop-down menu. A confirmation dialog box appears. 3. Click OK. Manage Instances To manage instances, first click the Manage Instances link under Event Streams in the Administrator tab. From the Manage Instances screen, you can delete or undelete instances. Find an Instance Instances are listed by creation date in the Manage Instances screen.

120 106 Chapter 12 How to Administer tibbr To locate a specific instance, do either of the following: Page through the complete list of instances. Search for an instance by entering part or all of its name. Delete or Undelete an Instance To delete an instance: 1. Locate the instance in the Manage Instances screen. 2. Choose Delete from the Action drop-down menu. A confirmation dialog box appears. 3. Click OK. To restore an instance that has been deleted: 1. Locate the instance in the Manage Instances screen. 2. Choose Undelete from the Action drop-down menu. A confirmation dialog box appears. 3. Click OK.

121 Manage Streams 107 Manage Streams The event stream polls for messages sent to an alias and publishes the new messages to a tibbr subject. event streams do not include a stream component. You create an event stream with an instance. To create an event stream: 1. In the Event Streams tab, click the Configure button in the panel under Work Streams for the instance configuration panel. 2. Create an instance by doing the following: a. Click Add Instance for its panel. b. Fill in the fields with the details on the account: Name Required. Type a descriptive name that identifies the instance. Enable SSL Specify whether tibbr uses Secure Sockets Layer (SSL) when communicating with the server by choosing Yes or No from the drop-down menu. The default is No. POP Address Required. Type the Internet host name of the POP server, for example, mail.server.com. POP Port Required. Type the POP server s port number, for example, 995. User Name Type the user name associated with the account. Password Type the password associated with the account. c. Map messages to subjects Required. Specify one or more topics on which tibbr posts messages published over the feed.

122 108 Chapter 12 How to Administer tibbr 3. Click Save. 4. Enable the instance to begin publishing messages from the stream. See Enable an Instance on page 60.

123 Manage Oracle Expenses Event Stream 109 Manage Oracle Expenses Event Stream The Oracle Expenses event stream enables the workflow for processing of expense reports. To configure the Oracle event stream: 1. In the Event Streams tab, click the Configure button in the Oracle Expenses panel under Work Streams for the configuration panel. 2. Create an Oracle instance by doing the following: a. Click Add Instance for its panel. b. Fill in all the fields with the details on the Oracle instance: Name Type a descriptive name that identifies the instance. Database Server Type the name of the database machine in which the Oracle Procedural Language/Structured Query Language (PL/SQL) resides. Port Type the number of the port of the database server. SID Type the Oracle system ID. Database User Name Type the user name associated with the database. Database Password Type the password associated with the database. Oracle App. User Name Type the user name associated with the global account. Password Type the password associated with the global account. Record Type Choose Expense from the pull-down manu. Currently, the Oracle event stream supports the expense record type only. 3. Click Save. 4. Enable the instance. For details, see Enable an Instance on page 60.

124 110 Chapter 12 How to Administer tibbr Manage Voice Memos The voice-memo feature enables users to post voice messages on tibbr. To activate this feature, first set up a Google Voice account: 1. Register for an account at voice.google.com. 2. Obtain a Google Voice number. This is the number for tibbr users to call to post voice memos. 3. Record a greeting with the proper instructions. 4. Disable call forwarding so that all calls go to voice mail. 5. Enable voic notification and send it to the account that you configure in the Voice Memo event stream (see User Name in step 3b in the procedure below). Next, configure the voice-memo event stream: 1. In the Event Streams tab, click the Configure button in the Voice Memo panel under Work Streams. The Configure Voice Memo Streams to Subjects screen is displayed. 2. Select Enable Stream.

125 Manage Voice Memos Create a voice-memo instance by doing the following: a. Click Add Instance for its panel. b. Fill in the fields: Name Required. Type a descriptive name that identifies the instance. Enable SSL Specify whether tibbr uses Secure Sockets Layer (SSL) for voice memos by choosing Yes or No from the drop-down menu. The default is No. POP Address Required. Type the Internet host name of the POP mail server, for example, pop.tibbrmail.com. POP Port Required. Type the POP mail server s port number, for example, 995. User Name Type the user name associated with the POP mail server. This is the account that you set up to receive voice mail from a voice service provider, such as Google Voice. Password Type the password associated with the POP mail server. Post Voice Memo To Required. Select User s Wall or Subjects to post voice memos to the user s wall or to one or more subjects. If you select Subjects, the Map messages to subjects text field is displayed. Start typing a subject name. A list of the matching names appears, from which you can then choose the desired name. 4. Click Save. 5. Enable the instance to begin publishing messages from the stream. See Enable an Instance on page 60.

126 112 Chapter 12 How to Administer tibbr Manage Roles To manage roles, first click the Edit Roles link under Role Management in the Administrator tab. From the Edit Roles screen, you can create, edit, or delete roles; or assign users to roles. Understand Default Roles There are two default roles, which you cannot delete, as follows: Admin The admin role specifies which users have full administrative privileges for tibbr. You can add users to the admin role but cannot change its associated privileges. User The user role is the default to which all new tibbr users belong. The user role is granted two permissions, one for creating subjects and the other for creating event streams. You can edit the level of associated permissions but cannot remove the role s users. If a user is a member of multiple roles, that user has the highest level of permission associated with each role. Understand Privileges You can assign the following privileges to the tibbr roles: User Management The users can view and edit users under the Administration tab. Subject Management The users can manage subjects under the Administration tab. Subject Creation The users can create subjects under the Subjects tab. By default, all users have this permission. Event Stream Management The users can manage event streams under the Administration tab. Event Stream Creation The users can create event-stream instances under the Event Streams tab. Event Stream Instance Management The users can manage specific instances of an event stream under the Administration tab. Role Management The users can manage roles under the Event Streams tab. Note that the admin role has all privileges.

127 Manage Roles 113 Find a Role To locate a role, do either of the following: Page through the complete list of roles. Search for a role by entering part or all of the role name in the Search field and clicking Search. Create a Role To create a role: 1. Click the Create a New Role button at the top right of the list of roles. 2. Specify the role details in the Create a New Role screen: Name Type a unique name that identifies the role. Privileges Specify which permissions are associated with the role. For details, see Understand Privileges on page 112. Assign Users Specify which users are role members. To add a user to the role, begin typing that user s name in the Assign Users field. As you type, a list of the matching names appears, from which you can choose the desired name. If your tibbr implementation connects to an LDAP directory, you can assign a group of users by specifying an alias. All members of the alias are then added to the role. 3. Click Create role. Edit Privileges To change the privileges associated with a given role: 1. Locate the role in the Role Management panel. Note that you can only edit privileges of an active role. If a role has been deleted, you must undelete it before editing its privileges. 2. Choose Edit Privileges from the Action drop-down menu. 3. In the Edit Privileges screen, select each privilege that you wish to grant to the users in the role. For details, see Understand Privileges on page Click Save.

128 114 Chapter 12 How to Administer tibbr Assign Users to or Remove Users From a Role To add users to or remove users from a role: 1. Locate the role in the Role Management panel. Note that you can only change the users in an active role. If a role has been deleted, you must undelete it before editing its privileges. You cannot change the users associated with the default user role. 2. Choose Assign Users to the Role from the Action drop-down menu. 3. Add or remove users as desired: To add new users to the role, begin typing a user s name in the Assign Users field. As you type, a list of matching names appears, from which you can choose the desired name. Click Add. If your tibbr implementation connects to an LDAP directory, you can assign a group of users by specifying an alias. All members of the alias then become members of the role. To remove users, locate the user name in the list of role members. Click Remove. 4. Click OK. Delete or Undelete a Role To delete a role: 1. Locate the role in the Role Management panel. 2. Choose Delete from the Action drop-down menu. A confirmation dialog box appears. 3. Click OK. To restore a role that has been deleted: 1. Locate the role in the Role Management panel. 2. Choose Undelete from the Action drop-down menu. A confirmation dialog box appears. 3. Click OK.

129 Manage Banned Words 115 Manage Banned Words You can specify certain words, such as those that are profane or offensive, and prohibit them from being posted across the input fields in tibbr. To specify banned words: 1. Click the Banned Words link under Message Management on the left panel under the Administrator tab. The Banned Words screen is displayed. 2. Type in the Add banned words text field a word that you would like to ban from being input in tibbr and click Add. tibbr displays the word under Current List. See this example: Input as many banned words as you desire. Afterwards, as soon as a user attempts to post a banned word in a message or input one in a text field, tibbr displays an error message, such as the following: The content contains one or more prohibited words.

130 116 Chapter 12 How to Administer tibbr View Analytics As administrator, you can view tibbr s site statistics in summary or in detail. Statistics Summary To view a summary of the site statistics, click the Administrator tab. tibbr then displays on your wall five summaries in table format: For last week till now: Statistics Since Last Week For all time: Top 10 Popular Subjects with the Most Posts, Top 10 Popular Subjects with the Most Followers, Top 10 People with the Most Followers, and Top 10 People with the Most Posts. Statistics Details To view the details of the site statistics, click the Administrator tab and then the Site Statistics link under Analytics near the bottom of the left panel. Here is an example of the data that is displayed in the Messages tab for the month, which is the default: