ProgressBook CentralAdmin User Guide

ProgressBook CentralAdmin User Guide

ProgressBook CentralAdmin User Guide (This document is current for ProgressBook v14.2.0 or later.) 2013 Software Answers, Inc. All Rights Reserved. All other company and product names included in this material may be Trademarks, Registered Trademarks or Service Marks of the companies with which they are associated. Software Answers, Inc. reserves the right at any time and without notice to change these materials or any of the functions, features or specifications of any of the software described herein. Software Answers, Inc. www.progressbook.com 6770 Snowville Rd., Suite 200 www.software-answers.com Brecksville, Ohio 44141

Change Log The following Change Log explains by Product Version, Heading, Page, and Reason where changes in the ProgressBook CentralAdmin User Guide have been made. Product Version Heading Page Reason 14.2.0 Entire Guide N/A Rewrote guide to improve usability. ProgressBook CentralAdmin User Guide i

Change Log This page intentionally left blank. ii ProgressBook CentralAdmin User Guide

Table of Contents Change Log i Welcome to CentralAdmin 1 Find the Information You Need...1 Access CentralAdmin...1 Sign In to CentralAdmin...2 Sign Out of CentralAdmin...3 Use CentralAdmin Help...4 CentralAdmin Management 5 Understand Security Access...5 Customize Sign In Screen...6 Change Your Password...6 Manage Domains...7 Create Windows (Active Directory) Domains...8 Create ProgressBook (Non-Active Directory) Domains...9 Edit Domain Names (ProgressBook, Non-Active Directory Only)...10 Delete Domains...11 Manage Accounts...12 Create Accounts...12 Create Windows (Active Directory) Accounts 12 Create ProgressBook (Non-Active Directory) Accounts 14 Replace Accounts...17 Delete Accounts...19 Disable Accounts...20 Enable Accounts...21 Reset Passwords (ProgressBook, Non-Active Directory Accounts Only)...22 Unlock Accounts (ProgressBook, Non-Active Directory Accounts Only)...24 Manage Profiles...25 Create Profiles...25 Edit Profiles...27 Manage User Roles...28 Create User Roles...28 Edit User Roles...30 Assign User Roles to Staff...31 ProgressBook CentralAdmin User Guide iii

View Staff with User Roles...32 Delete User Roles...34 Manage Vendors...35 Add Vendors...36 Edit Vendors...37 Generate New Vendor Keys...39 Delete Vendors...40 Manage ProgressBook Applications...41 Register Applications...41 Edit Applications...43 Generate New Application Keys...43 Unregister Applications...44 Manage User Account Settings...46 iv ProgressBook CentralAdmin User Guide

Welcome to CentralAdmin CentralAdmin is the security management application for the ProgressBook suite. As an administrator, use CentralAdmin to control your users ability to access each ProgressBook application. Once users have access, each application s security settings control what they can do in the application. Note the following important CentralAdmin terminology: Account A user account authenticated either through Windows (Active Directory) or ProgressBook (Non-Active Directory); gives users the ability to sign in to CentralAdmin and access all of their registered applications in the ProgressBook suite (See Manage Accounts. ) Profile A staff member s name and email address (See Manage Profiles. ) Role Security setting controlling what users can do in CentralAdmin Management. (See Manage User Roles. ) Note: Many ProgressBook users do not have any CentralAdmin role. Find the Information You Need The following sources of information are available to help you use CentralAdmin: CentralAdmin Help (Currently under construction) For more information, see Use CentralAdmin Help. Knowledge Base To access the ProgressBook Suite Knowledge Base, click http://kb.progressbook.com. The Knowledge Base contains the following documentation: CentralAdmin release notes CentralAdmin product guides Knowledge Base articles Access CentralAdmin There are two ways to access CentralAdmin: If you are already signed in to another ProgressBook application, on the banner beside the application s logo, click the application quick launch icon, and then click CentralAdmin. CentralAdmin opens in a new window or tab, depending on your browser settings. ProgressBook CentralAdmin User Guide 1

Welcome to CentralAdmin CentralAdmin Logo on StudentInformation Banner Drop-Down List If you are not already signed in to ProgressBook, you must sign in. See Sign In to CentralAdmin. Sign In to CentralAdmin To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/sign-in 1. In a web browser, enter your technology center s CentralAdmin URL. The ProgressBook CentralAdmin sign in screen displays. Sign In to CentralAdmin 2. Select your Domain, and then enter your User Name and Password. 3. Click Sign In. CentralAdmin opens, and you are signed in to all of your registered ProgressBook applications. If an application s logo is slightly transparent, it is not one of your registered applications. 2 ProgressBook CentralAdmin User Guide

Welcome to CentralAdmin Unregistered Application Registered Applications ProgressBook Applications 4. Optional: To open any registered application, click the application s logo. The application opens in another window or tab, depending on your browser s settings. Sign Out of CentralAdmin To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/sign-out To prevent unauthorized use, ProgressBook automatically signs you out after a period of inactivity, the length of which you can define on the Settings screen. (See Manage User Account Settings. ) The timer calculating inactivity is reset each time you perform an activity anywhere in the ProgressBook suite. You should manually sign out of CentralAdmin if you plan to leave your computer unattended for any length of time where someone might have access to it. To sign out, on the banner, in the user drop-down list, click Sign Out. Sign Out of CentralAdmin The CentralAdmin sign out screen displays, confirming that you are signed out of all ProgressBook applications. ProgressBook CentralAdmin User Guide 3

Welcome to CentralAdmin Sign Out Confirmation Screen Use CentralAdmin Help Note: Help is currently under construction. You can use online help in the following ways: Browse the Contents for specific topic titles. Enter keywords in the Index to search for information. Type a word or phrase in the Search field to return a list of possible help topics. 4 ProgressBook CentralAdmin User Guide

You can perform the following management functions in CentralAdmin if your role has full access. To determine which screens and functions you can access based on your role, see Understand Security Access. Customize Sign In Screen Change Your Password Manage Domains Manage Accounts Manage Profiles Manage User Roles Manage Vendors Manage ProgressBook Applications Manage User Account Settings Understand Security Access To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/ca-mgmt The CentralAdmin Management screen (accessed by selecting CentralAdmin Management from the user drop-down list) displays the screens to which you have access based on your user role. Items appear based on your user role. CentralAdmin Management Screen ProgressBook CentralAdmin User Guide 5

Customize Sign In Screen On the CentralAdmin sign in screen, you can display customized information to your users, including graphics, links and informational messages. You customize this screen using HTML code. 1. In your Central website folder, navigate to the Custom subfolder. 2. Locate and open the file SignIn.html. 3. Edit the HTML code you want to display on the CentralAdmin sign in screen. 4. Save the file. Example of a Customized CentralAdmin Sign In Screen Change Your Password To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/change-password Change the password on your own account. 6 ProgressBook CentralAdmin User Guide

Note: For information on resetting another user s password, see Reset Passwords (ProgressBook, Non-Active Directory Accounts Only). 1. On the banner, in the user drop-down list, click Change Password. CentralAdmin Management Change Password Option The Change Password screen displays. Change Password Screen 2. Enter your Current Password and your chosen New Password. 3. In the Confirm New Password field, re-enter the new password. 4. Click Change Password. Manage Domains Domains are account groups. When users sign in to ProgressBook, the domain represents their school district. You can set up different types of domains in CentralAdmin based on how you want to manage accounts and authenticate users. To create a domain to group user accounts that you want to authenticate through Windows (Active Directory), see Create Windows (Active Directory) Domains. ProgressBook CentralAdmin User Guide 7

To create a domain to group user accounts that you want to authenticate through ProgressBook (Non-Active Directory) using credentials you store in CentralAdmin, see Create ProgressBook (Non-Active Directory) Domains. To edit domain names (ProgressBook, Non-Active Directory domains only), see Edit Domain Names (ProgressBook, Non-Active Directory Only). To delete domains, see Delete Domains. Create Windows (Active Directory) Domains To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/select-domain http://www.progressbook.com/videos/ca/create-windows-domain Create domains in CentralAdmin to group user accounts authenticated through Windows (Active Directory). 1. On the Domains screen, click Create, and select Windows Domain (Active Directory). Create Windows Domain The Create Windows Domain screen displays, listing any existing Windows domain(s) on your system. 2. In the row of the domain you want to create in CentralAdmin, click Create. 8 ProgressBook CentralAdmin User Guide

Create Windows Domain Screen Create ProgressBook (Non-Active Directory) Domains To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/select-domain http://www.progressbook.com/videos/ca/create-pb-domain Create domains to group user accounts authenticated through ProgressBook (Non-Active Directory). 1. On the Domains screen, click Create, and select ProgressBook Domain (Non-Active Directory). Create ProgressBook (Non-Active Directory) Domain The Create ProgressBook Domain screen displays. 2. Enter a Name for the domain. ProgressBook CentralAdmin User Guide 9

3. Click Create. Create ProgressBook Domain Screen Edit Domain Names (ProgressBook, Non-Active Directory Only) To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/edit-pb-domain Edit the name of ProgressBook (Non-Active Directory) domains. Note: You cannot edit the name of Windows (Active Directory) domains. 1. On the Domains screen, next to the domain whose name you want to edit, click Actions, and select Edit. Edit ProgressBook (Non-Active Directory) Domain Names The Edit ProgressBook Domain screen displays. 10 ProgressBook CentralAdmin User Guide

2. Update the Name of the domain. 3. Click Save. Edit ProgressBook Domain Screen Delete Domains To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/delete-domain Note: You cannot delete a domain to which you are currently signed in. 1. On the Domains screen, next to the domain you want to delete, click Actions, and select Delete. 2. On the Confirm window, click Yes. Delete Domains ProgressBook CentralAdmin User Guide 11

Confirm Delete Manage Accounts To view a videos of this procedure, go to: http://www.progressbook.com/videos/ca/select-account-type An account allows users to sign in to CentralAdmin and access all of their registered applications in the ProgressBook suite. This section explains how to perform the following maintenance tasks for accounts: Create Accounts Replace Accounts Delete Accounts Disable Accounts Enable Accounts Reset Passwords (ProgressBook, Non-Active Directory Accounts Only) Unlock Accounts (ProgressBook, Non-Active Directory Accounts Only) Create Accounts You can set up different types of accounts based on domain type. (For an explanation of domains, see Manage Domains. ) Note: You can also create a profile for a user who does not yet have an account. See Create Profiles. To create accounts for users in a Windows (Active Directory) domain, see Create Windows (Active Directory) Accounts. To create accounts for users in a ProgressBook (Non-Active Directory) domain, see Create ProgressBook (Non-Active Directory) Accounts. Create Windows (Active Directory) Accounts To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/create-windows-account http://www.progressbook.com/videos/ca/create-profile Create accounts in which you authenticate users through Windows (Active Directory). 12 ProgressBook CentralAdmin User Guide

Note: CentralAdmin does not create the accounts in the Active Directory. The Active Directory accounts must already exist before you complete the following steps. 1. On the Staff screen, click Create. Create Account The Create Staff - Account Information screen displays. Create a Windows (Active Directory) Account 2. In the Account Type option, select Windows (Active Directory). ProgressBook CentralAdmin User Guide 13

3. In the Domain drop-down list, select the Windows (Active Directory) domain to which you want to add this user account. 4. In the User Name field, enter the staff member s Windows (Active Directory) user name for the selected domain. 5. Click Next. The Create Staff - Profile Information screen displays. 6. Enter the staff member s First Name, Middle Name (optional) and Last Name. 7. Optional: Enter the staff member s Email Address. 8. To assign the staff member one or more user roles, in the User Roles area, select the appropriate check box beside each role. Note: If you do not assign the staff member a user role, the user does not have access to CentralAdmin Management but does have the ability to access ProgressBook applications. 9. Click Finish. Add Profile Information Create ProgressBook (Non-Active Directory) Accounts To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/create-pb-account http://www.progressbook.com/videos/ca/create-profile 14 ProgressBook CentralAdmin User Guide

Create accounts in which you authenticate users through ProgressBook (Non-Active Directory). 1. On the Staff screen, click Create. Create Account The Create Staff - Account Information screen displays. Create a ProgressBook (Non-Active Directory) Account ProgressBook CentralAdmin User Guide 15

2. In the Account Type option, select ProgressBook (Non-Active Directory). 3. In the Domain drop-down list, select the ProgressBook (Non-Active Directory) domain to which you want to add this user account. 4. Enter the staff member s User Name and Password for the selected domain. 5. In the Confirm Password field, re-enter the password. 6. For the Force Password Change option, select one of the following: Yes - Requires the staff member to change his/her password after first login No - Does not require the staff member to change his/her password after first login 7. Click Next. The Create Staff - Profile Information screen displays. Add Profile Information 8. Enter the staff member s First Name, Middle Name (optional) and Last Name. 9. Optional: Enter the staff member s Email Address. 10. Optional: To assign the staff member a user role, in the User Roles area, select the appropriate check box. 16 ProgressBook CentralAdmin User Guide

Note: If you do not assign the staff member a user role, the user does not have access to CentralAdmin Management but does have the ability to access ProgressBook applications. 11. Click Finish. Replace Accounts To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/search-account http://www.progressbook.com/videos/ca/edit-account Replace an existing account with a new account. Note: If the staff member is signed in to ProgressBook and you replace the account, his/her session is terminated. 1. On the Staff screen, locate the staff member whose account you want to replace. Note: If needed, search for the staff member using the search box at the top of the list. You can search by first name, last name, email address, user name and domain. Replace Account 2. Next to the staff member s name, click Actions, and select Edit Account. The Edit Account screen displays. Details of the existing account display in the Current Account Information section. ProgressBook CentralAdmin User Guide 17

Edit Account Screen 3. In the New Account Information section, set up the replacement account as follows: To create a ProgressBook (Non-Active Directory) account as the replacement account: i. In the Account Type option, select ProgressBook (Non-Active Directory). ii. In the Domain drop-down list, select the ProgressBook (Non-Active Directory) domain to which you want to add this user account. iii. Enter the staff member s User Name and Password for the selected domain. iv. In the Confirm Password field, re-enter the password. v. For the Force Password Change option, select one of the following: Yes - Requires the staff member to change his/her password after first login No - Does not require the staff member to change his/her password after first login To create a Windows (Active Directory) account as the replacement account: i. In the Account Type option, select Windows (Active Directory). ii. In the Domain drop-down list, select the Windows (Active Directory) domain to which you want to add this user account. iii. In the User Name field, enter the staff member s Windows (Active Directory) user name for the selected domain. 18 ProgressBook CentralAdmin User Guide

4. Click Save. 5. On the Confirm window, click Yes. Confirm Edit Delete Accounts To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/search-account http://www.progressbook.com/videos/ca/edit-account Delete an existing account. Note: If the staff member is signed in to ProgressBook and you delete the account, his/her session is terminated. 1. On the Staff screen, locate the staff member whose account you want to delete. Note: If needed, search for the staff member using the search box at the top of the list. You can search by first name, last name, email address, user name and domain. Delete Account 2. Next to the staff member s name, click Actions, and select Edit Account. The Edit Account screen displays. ProgressBook CentralAdmin User Guide 19

Edit Account Screen 3. In the New Account Information section, in the Account Type option, select No Account. 4. Click Save. 5. On the Confirm window, click Yes. Confirm Delete Disable Accounts To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/search-account http://www.progressbook.com/videos/ca/disable-account 20 ProgressBook CentralAdmin User Guide

Disable an existing account so the user can no longer use ProgressBook. CentralAdmin Management Note: If users are signed in to ProgressBook when you disable their account, the system signs them out. 1. On the Staff screen, locate the staff member whose account you want to disable. Note: If needed, search for the staff member using the search box at the top of the list. You can search by first name, last name, email address, user name and domain. Disable Account 2. Next to the staff member s name, click Actions, and select Disable Account. 3. On the Confirm window, click Yes. Confirm Disable The account is disabled, and the user cannot sign in to ProgressBook. Enable Accounts To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/search-account http://www.progressbook.com/videos/ca/enable-account ProgressBook CentralAdmin User Guide 21

Enable a disabled account so the user can sign in to ProgressBook. 1. On the Staff screen, locate the staff member whose account you want to enable. Note: If needed, search for the staff member using the search box at the top of the list. You can search by first name, last name, email address, user name and domain. Enable Account 2. Next to the staff member s name, click Actions, and select Enable Account. The account is enabled, and the user can sign in to ProgressBook. Reset Passwords (ProgressBook, Non-Active Directory Accounts Only) To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/search-account http://www.progressbook.com/videos/ca/reset-password-pb-account Reset a user s password. You can perform this action for ProgressBook (Non-Active Directory) accounts only. Note: For information on changing your own password, see Change Your Password. 1. On the Staff screen, locate the staff member whose password you want to reset. Note: If needed, search for the staff member using the search box at the top of the list. You can search by first name, last name, email address, user name and domain. 22 ProgressBook CentralAdmin User Guide

Reset Password 2. Next to the staff member s name, click Actions, and select Reset Password. The Reset Password screen displays. Reset Password Screen 3. In the New Password field, enter a new password for the user. 4. In the Confirm New Password field, re-enter the new password. 5. For the Force Password Change option, select one of the following: Yes - Requires the staff member to change his/her password after first login No - Does not require the staff member to change his/her password after first login. 6. Click Reset Password. ProgressBook CentralAdmin User Guide 23

Unlock Accounts (ProgressBook, Non-Active Directory Accounts Only) To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/search-account http://www.progressbook.com/videos/ca/unlock-pb-account Unlock a user s account after the user exceeds the invalid credentials attempt limit. You can perform this action for ProgressBook (Non-Active Directory) accounts only. 1. On the Staff screen, locate the staff member whose account you want to unlock. Note: If needed, search for the staff member using the search box at the top of the list. You can search by first name, last name, email address, user name and domain. Unlock Account 2. Next to the staff member s name, click Actions, and select Unlock Account. 3. On the Confirm window, click Yes. Confirm Unlock The account is unlocked, and the user can sign in to ProgressBook. 24 ProgressBook CentralAdmin User Guide

Manage Profiles Profiles consist of a user s name and email address. To create profiles, see Create Profiles. To edit existing profiles, see Edit Profiles. Create Profiles To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/create-profile You can create profiles for users who do not yet have an account. 1. On the Staff screen, click Create. Create Option The Create Staff - Account Information screen displays. ProgressBook CentralAdmin User Guide 25

Create Profile with No Account 2. In the Account Type option, select No Account. 3. Click Next. The Create Staff - Profile Information screen displays. Create Profile 4. Enter the staff member s First Name, Middle Name (optional) and Last Name. 26 ProgressBook CentralAdmin User Guide

5. Optional: Enter the staff member s Email Address. 6. To assign the staff member one or more user roles, in the User Roles area, select the appropriate check box beside each role. Note: If you do not assign staff members a user role, they do not have access to CentralAdmin Management but will have the ability to access ProgressBook applications once you create their account. 7. Click Finish. Edit Profiles To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/edit-profile 1. On the Staff screen, locate the staff member whose profile you want to edit. Note: If needed, search for the staff member using the search box at the top of the list. You can search by first name, last name, email address, user name and domain. Edit Profile 2. Next to the staff member s name, click Actions, and select Edit Profile. The Edit Profile screen displays. ProgressBook CentralAdmin User Guide 27

Edit Profile Screen 3. Make any needed changes to the name and email address. 4. Click Save. Manage User Roles Roles control what staff users can do in CentralAdmin Management. Some staff do not need any role assigned to them. For example, teachers do not generally perform ProgressBook administration functions and do not need access to CentralAdmin Management, so you would not assign them any user role. Note: You can only assign user roles to staff, not to vendors. CentralAdmin includes the following roles by default: CentralAdmin Master Role, Staff Admin, and Vendor Admin. You can add more roles if needed. This section explains how to perform the following maintenance tasks for user roles: Create User Roles Edit User Roles Assign User Roles to Staff View Staff with User Roles Delete User Roles Create User Roles To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/create-role 1. On the User Roles screen, click Create. 28 ProgressBook CentralAdmin User Guide

The Create User Role screen displays. Create User Role Create User Role Screen 2. In the Name field, enter a name for the user role. ProgressBook CentralAdmin User Guide 29

3. Select the check box beside one or more of the following Resource Activities to give the role access to the indicated screen(s) and/or function(s). Applications: All Actions - Can perform all functions on the Applications screen Domains: All Actions - Can perform all functions on the Domains screen Settings: All Actions - Can perform all functions on the Settings screen Staff: Assign User Roles - Can assign user roles on the Staff screen Staff: Create Account & Profile - Can create accounts and profiles for staff on the Staff screen but cannot edit existing accounts and profiles Staff: Edit Account - Can edit existing accounts on the Staff screen Staff: Edit Profile - Can edit existing profiles on the Staff screen Staff: Link to Staff - Can link GradeBook and StudentInformation accounts with CentralAdmin accounts User Roles: All Actions - Can perform all functions on the User Roles screen Vendors: All Actions - Can perform all functions on the Vendors screen 4. Click Create. Edit User Roles To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/edit-role Note: For the CentralAdmin Master Role, you can only edit the name of the user role. 1. On the User Roles screen, next to the user role you want to edit, click Actions, and select Edit. Edit User Roles 30 ProgressBook CentralAdmin User Guide

The Edit User Role screen displays. Edit User Role Screen 2. Make any needed changes to the Name or Resource Activities. 3. Click Save. Assign User Roles to Staff 1. On the Staff screen, next to the user you want to assign a user role, click Actions, and select Assign User Roles. Assign User Roles ProgressBook CentralAdmin User Guide 31

The Assign User Roles screen displays. Assign User Roles Screen 2. Select the check box beside the user role(s) you want to assign to the user. 3. Click Save. View Staff with User Roles To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/view-staff On the User Roles screen, next to the user role for which you want to see the staff currently assigned, click Actions, and select Edit. 32 ProgressBook CentralAdmin User Guide

Edit User Roles The Edit User Role screen displays. At the bottom of the screen, the Current Staff in Role section displays the users who currently have this user role assigned to them. Current Staff in Role ProgressBook CentralAdmin User Guide 33

Delete User Roles To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/delete-role Note: You cannot delete the CentralAdmin Master Role. 1. On the User Roles screen, next to the user role you want to delete, click Actions, and select Delete. 2. On the Confirm window, click Yes. Delete User Roles Confirm Delete 34 ProgressBook CentralAdmin User Guide

Manage Vendors In CentralAdmin, you can manage third-party vendor applications that integrate with the ProgressBook suite. These vendors require an authorized application key to use the ProgressBook VendorLink web service. For more information, see the following sections: Add Vendors Edit Vendors Generate New Vendor Keys Delete Vendors Add Vendors To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/create-vendor 1. On the Vendors screen, click Create. Add Vendor ProgressBook CentralAdmin User Guide 35

The Create Vendor screen displays. Create Vendor Screen 2. In the Identifier field, enter a short name by which to identify this vendor. 3. In the Name field, enter the vendor s full name. 4. Optional: To change the timeout setting on vendor requests, in the Request Timeout field, change the default of 120 (seconds) to another value. Note: To integrate with the ProgressBook suite, your application must generate and provide a security token during authentication. The token is only valid for a limited period of time to provide an additional security measure. The value in the Request Timeout field represents the amount of time the security token is valid. 5. Click Create. CentralAdmin adds the vendor and randomly generates a vendor key. Note: Provide the vendor key and identifier to the vendor so the vendor can access ProgressBook applications. New Vendor and Vendor Key 36 ProgressBook CentralAdmin User Guide

Edit Vendors To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/edit-vendor CentralAdmin Management Edit vendor identifier, name or request timeout information. To generate a new key for a vendor, see Generate New Vendor Keys. 1. On the Vendors screen, next to the vendor you want to edit, click Actions, and select Edit. The edit screen displays. Edit Vendors Edit (Vendor) Screen 2. Make any needed changes to the Identifier, Name or Request Timeout fields. 3. Click Save. ProgressBook CentralAdmin User Guide 37

Generate New Vendor Keys To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/generate-key CentralAdmin generates an access key for each vendor when you add the vendor. (For more information on adding vendors, see Add Vendors. ) This topic explains how to generate a new key for a vendor. A vendor may request a new key if the original key has been compromised. 1. On the Vendors screen, next to the vendor for which you want to generate a new key, click Actions, and select Edit. The edit screen displays. Edit Vendors Generate New Key 2. Next to Vendor Key, select the Generate New Key check box. 3. Click Save. On the Vendors screen, a new vendor key displays for the vendor. Note: Provide the new vendor key to the vendor so the vendor can access ProgressBook applications. 38 ProgressBook CentralAdmin User Guide

New Vendor Key Delete Vendors To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/delete-vendor 1. On the Vendors screen, next to the vendor you want to delete, click Actions, and select Delete. 2. On the Confirm window, click Yes. Delete Vendors Confirm Delete ProgressBook CentralAdmin User Guide 39

Manage ProgressBook Applications Manage your users access to ProgressBook applications, as described in the following topics: To set up an application and make it available to users, see Register Applications. To change the setup of a registered application, see Edit Applications. To generate new encryption and signing keys for an application, see Generate New Application Keys. To remove users access to an application, see Unregister Applications. Register Applications To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/register-application Set up a ProgressBook application and make it available to users. 1. On the Applications screen, next to the application you want to register, click Actions, and select Register. The register screen displays. Register Applications Register Screen 40 ProgressBook CentralAdmin User Guide

2. In the Application URL field, enter the specific URL at your ITC where users will access this ProgressBook application. 3. Optional: To change the default timeout value (in seconds) for users signing in to a ProgressBook application from CentralAdmin or from another ProgressBook application (via the Application Quick Launch), update the Security Token Timeout field. 4. Click Register. On the Applications screen, the URL of the registered application displays. Application Registered Edit Applications To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/edit-application Change the setup of a registered ProgressBook application. 1. On the Applications screen, next to the application you want to edit, click Actions, and select Edit. The edit screen displays. Edit Applications ProgressBook CentralAdmin User Guide 41

Edit (Application) Screen 2. Make any needed changes to the Application URL or Security Token Timeout fields. 3. Click Save. Generate New Application Keys To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/edit-application If you believe an application s security has been breached, you can generate new encryption and signing keys for the application. The keys do not display but are stored in a database and serve to encrypt user cookies. 1. On the Applications screen, next to the application you want to edit, click Actions, and select Edit. Edit Applications 42 ProgressBook CentralAdmin User Guide

The edit screen displays. Generate New Application Keys 2. Select the Generate New Keys check box. 3. Click Save. Unregister Applications To view a video of this procedure, go to: http://www.progressbook.com/videos/ca/unregister-application Remove users access to a ProgressBook application. 1. On the Applications screen, next to the application you want to unregister, click Actions, and select Unregister. Unregister Applications ProgressBook CentralAdmin User Guide 43

2. On the Confirm window, click Yes. Confirm Unregister On the Applications screen, the application displays nothing in the URL column, indicating it is unregistered. Application Unregistered Manage User Account Settings To view videos of these procedures, go to: http://www.progressbook.com/videos/ca/general http://www.progressbook.com/videos/ca/windows-accounts http://www.progressbook.com/videos/ca/pb-accounts Manage your users accounts, including session timeouts, URL access, authentication method, password policies and security options. On the Settings screen, verify or change any of the settings described on the following tabs, and then click Save. Note: Changes to settings may take an hour to take effect due to caching in the ProgressBook applications. General: User Session Timeout Number of minutes of inactivity before a user is signed out of all ProgressBook applications External CentralAdmin URL Your ITC s CentralAdmin URL 44 ProgressBook CentralAdmin User Guide

Settings Screen General Tab Windows (Active Directory) Accounts: Enable Windows Authentication? Turns on/off Windows (Active Directory) authentication. Select No to use ProgressBook (Non-Active Directory) authentication for all domains. Note: You cannot turn off Windows (Active Directory) authentication if you have an existing Windows (Active Directory) domain. Allow user to change password? Controls whether Windows (Active Directory) users can change their password through CentralAdmin AD Change Password Policy Message (Optional): Enter a message to display to Windows (Active Directory) users when they modify their password to inform them of your password requirements. ProgressBook CentralAdmin User Guide 45

Settings Screen Windows Accounts Tab ProgressBook (Non-Active Directory) Accounts: Enable ProgressBook Authentication? Turns on/off ProgressBook (Non-Active Directory) authentication. Select No to use Windows (Active Directory) authentication for all domains. Note: You cannot turn off ProgressBook (Non-Active Directory) authentication if you have an existing ProgressBook (Non-Active Directory) domain. Password Options Set password requirements for your users by completing the following fields as desired and selecting the check box beside each requirement you want to include: - Minimum Length Minimum number of characters required for user passwords. - Require 1 Upper Case Letter - Require 1 Lower Case Letter - Require 1 Number - Require 1 Special Character - Password Expiration Days Number of days until passwords expire. If you do not want passwords to ever expire, enter 0. - Password Expiration Warning Days Number of days users are notified before passwords expire - Password Reuse Days Number of days before users can reuse previous passwords 46 ProgressBook CentralAdmin User Guide

Security Options Set security requirements for user sign-in: - Invalid Credentials Attempt Limit Number of times users are allowed to enter invalid credentials before being locked out - Account Lock Minutes Number of minutes a user account is locked after the user exceeds the invalid credentials attempt limit. If you set this field to 0, the account does not unlock automatically. Instead, you must unlock it manually. See Unlock Accounts (ProgressBook, Non-Active Directory Accounts Only). Settings Screen ProgressBook Accounts Tab ProgressBook CentralAdmin User Guide 47

This page intentionally left blank. 48 ProgressBook CentralAdmin User Guide