Dokeos 2.2
Administrator Manual
Dokeos 2012
Table of contents
Foreword................................................................................................................................... 3 Part 1........................................................................................................................................ 7 Part 2........................................................................................................................................ 9 Administration tools of the portal..............................................................................................9 Chapter 1: General Configuration............................................................................................11 Chapter 2: Create Portal Backup.............................................................................................49 ......................................................................................................................................... 49 ......................................................................................................................................... 49 Chapter 3: Create an announcement (news).............................................................................50 Chapter 4: Languages...........................................................................................................52 Chapter 5: Edit the home page...............................................................................................53 ..................................................................................................................55 Chapter 6: Customize registration...........................................................................................56 Chapter 7: Consult portal reporting.........................................................................................57 Chapter 8: Global calendar.....................................................................................................58 Chapter 9: Create Certificate Templates...................................................................................59 Chapter 10: Configure automatic e-mails..................................................................................63 Part 3...................................................................................................................................... 64 Management tools of the users...............................................................................................64 Chapter 1: Search and advanced search...................................................................................66 Chapter 2: Users list tool..................................................................................................68 Chapter 3: Add a user tool................................................................................................73 Chapter 4: Profiling tool...................................................................................................74 Chapter 5: Export tool......................................................................................................76 Chapter 6: Import tool.....................................................................................................77 Chapter 7: HR Management tool........................................................................................79 Part 4...................................................................................................................................... 79 Management tools for Course.................................................................................................79 Chapter 1: Search and Advanced Search..................................................................................81 Chapter 2: Create a course....................................................................................................84 Chapter 3: Automatic enrollment.............................................................................................90 Chapter 4: Export courses......................................................................................................91 Chapter 5: Register users.......................................................................................................91 Chapter 6: Manage the courses categories................................................................................94 ............................................................................................95 Part 5...................................................................................................................................... 96 Course sessions....................................................................................................................96 Chapter 1: Search / Course sessions list...................................................................................98 Chapter 2: Sessions categories ..............................................................................................99 Chapter 3: Create a session..................................................................................................100 Chapter 4: Create sessions in batches / Export sessions...........................................................103 Chapter 5: Copy between sessions........................................................................................106 Part 6.................................................................................................................................... 107 Classes..............................................................................................................................107 Chapter 1: Search / Class list................................................................................................108 Chapter 2: Create / fill a class...............................................................................................109 Chapter 3: Add a class to a course.........................................................................................109 Chapter 4: Using CSV files....................................................................................................111
FOREWORD
DOKEOS? YOU SAID DOKEOS?
Dokeos is a platform for distance learning (or e-learning platform), intuitive and easy to use. Whether you are trainers, learners, training audience, with Dokeos you will find all the tools to organize courses. Dokeos allows trainers to focus on creating scenarios and content by freeing them of any technical aspect. Dokeos lets you express your creativity to develop attractive, interactive and multimedia courses. Dokeos is also available for users of collaborative tools: videoconferencing, forums, blogs, wiki...
In addition to this ease of use, Dokeos has the great advantage being free software of which the source code is accessible and can be modified or adapted for more specific needs.
The fifth part (page 96 and following) describes the functions of sessions. The sixth part (page 107 and following) describes the functions of classes.
Certain parts, or chapters, contain a heading tips and tricks . These tips and tricks are mainly intended to reflect on how to implement the tools in the context of a course or a company.
Example of situation: we are a multinational. Alice is starting a project. She has the rights of HR Manager (Supervisor) and acts as project manager, supervising the processes and the progress of the courses in the Reporting tool. Paul is the System administrator. He imports lists of users in the system or connects them to the LDAP directory of the company. The company has 3 centers: in London, New York and Shanghai. In the center of Shanghai, Ping is the local HR manager. He has the Administrator rights of sessions and registers the employees to the sessions. A series of authors (located in the 3 centers) produce and import courses. They have the rights of Trainer. Chang is Coach in Shanghai. He supervises 30 people on this site in the course session Hiver 20008, Shanghai New Recruits. Tien-Mu is a new employee. He is registered in Dokeos with the rights of Learner and takes part in the course activities. To modify a profile, log in as System Administrator, enter Administration and search for the name of the user. Access information attached to the user by clicking the pencil icon and change the rights by using the Profile drop-down list.
To approach the pedagogical administration of the portal, you must keep in mind the roles and rights associated with the users.
Sessions administrator
(6) (6) (6) (6) (6) (2) (2) (5)
Create a course Manage the interaction and production tools Use the interaction and production tools Create or import contents in the Documents tool Exploit the administration tools of a course (Settings, Reporting and Backup) Register learners to a course Create sessions Register learners in a session Add new courses to a session Get detailed reporting of the learners
(1)
(1)
(3)(4)
(3)
except within the framework of the groups tool, where the creation and/or import of documents are authorized in the groups tools (2) except for sessions created by the platform administrator (3) detailed reporting of learners registered to courses for which he is responsible (4) detailed learners reporting of sessions where he is the tutor (5) detailed learners reporting of sessions where he is the creator (6) only in courses where he is the creator
HR Manager
Platform administrator
Learner
Trainer
Tutor
PART 1
Important, after the installation of the portal
Your portal has just been installed, on your server or directly hosted by Dokeos. You are the administrator and for this reason, some operations are now necessary to define the security level of the platform and to carry out a pedagogical choice, especially in relation to the type of organization which you are part of.
For the portals hosted directly by Dokeos, this operation is already carried out.
If the second choice is more constraining, it does not make it much less secure. You will probably be contacted by certain trainers to authorize other types of files at the beginning of portal setup, but a few weeks after its startup, you will have listed all the files used by your organization on the portal and you will not be bothered any more.
Based on the selected educational organization and the type of organization to which you belong, you will have to choose one of the function modes. To make your choice, keep in mind the following: A class contains learners, registered by the administrator. The trainer can decide to register learners and / or classes to his course. A session is a set of courses (belonging to one or more trainers): o grouping learners o during a defined period of time o supervised by a sessions administrator who can intervene in the session, X days before the opening of the session and Y days after (the number of days are defined by the administrator). The sessions administrator can be a trainer not intervening in any of the courses from the session. The trainers cannot directly modify the course list, the start and end dates and the list of participants in a session; it is the administrator (you!) who is in charge. The administration of the sessions and classes is detailed in parts 5 and 6 of this document. Strategy of safety and operation in classes or sessions are to be set on the section Portal > Configuration settings of the administration interface. It is this part where the manual begins Follow the guide!
PART 2
Administration tools of the portal
The Portal section of the administration interface is where the most parameters are. It allows: the General configuration of the platform, including
modification of some of the parameters preset at the time of the initial installation of the portal. for The configuration of E-commerce catalogue. The configuration of the E-commerce credentials payment option. Generating a full backup of the platform. The creation and the programmed display of announcements (news) intended for a target group or all the users of the platform. The choice of the languages shown on the login page of the platform. The customization of the portal home page. Customizing the registration page for different users. Tracking (reporting) of courses and users. Keeping a global calendar allowing sending e-mail to all users of the platform. Adding templates for Quiz Certificates
Changing the content of emails sent automatically from the platform e.g. after registering a new user on the platform or following the correction of a quiz by the trainer. Adding Terms & Conditions to registrations.
Each course and each user can be found in one or more sites that have different addresses (domain names) and possibly a distinct graphical style. The purpose of this process is variable: serve more clients with the same content, managing a university with several faculties and students who have cross-registration, management of business units within a multinational. The multisite limits, for the sub-sites, the setting of the portal. And to function, it requires that the addresses of the sites that are added, also exist.
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The parameters of the configuration tools are reviewed in the following pages, by specifying ( in bold character) the parameters configured by default at the time of a new installation and by making some remarks as for the significance of these parameters.
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Type of information
Setting
Remarks
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Organization name Organization URL (web address) E-learning portal name Portal Administrator: E-mail Portal Administrator: Last Name Portal Administrator: First Name Platform Administrator Information in footer
Text field to be completed Organization Text field to be completed http://www.dokeos.com Text field to be completed Academy Text field to be completed newportal@localhost.local domain Text field to be completed Doe Text field to be completed John No Yes
Session's tutor's data in No the footer Yes Show teacher information in footer Registration No Yes After approval No Yes
If yes is selected, information is shown on left bottom of the screen If yes is selected, information is shown on left bottom of the screen If yes or After approval is selected, a Register link appears on the home page that leads to a self-registration form. If After approval is selected, the intervention of the administrator is necessary to release the user account. The release is carried out from the users list. If yes is selected, it requires the authorization of self-registration on the portal (see preceding line). If yes is selected, the choice Follow course or Create course is shown on the self-registration form. If yes is selected, a link Lost password appears on the home page. The recovery of the password is carried out thanks to the valid e-mail address used by the trainee. Exclusive choice: all the portal functions in classes OR sessions. A class contains trainees, registered by the administrator. The trainer can decide to register trainees and/or classes with his course. See parts 1, 5 and 6. The Administration tab is only visible to the administrator (or
Registration as Trainer
No Yes
Lost password
No Yes
Use sessions
No Yes
Home tab
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Agenda tab Courses tab My profile tab Administration tab Reporting tab Social network tab
No Yes
Not applicable if selected mode is Classes. Otherwise, displays the name of the session tutor in the session title, on the course list page If no is selected, only the portal administrator is authorized to create courses. If yes is selected, it allows learner to see the list of the courses in order to subscribe to the available courses, by showing a link Subscribe on the home page seen by the trainees. If no is selected, the responsibility for the registration is referenced to each trainer, or the portal administrator. If yes is selected, a link Terms and Conditions is added to the portal section of the administration interface. Every new user must accept these terms and conditions to be registered. A user already registered will accept the terms and conditions at the time of his next login if those are activated subsequently to his registration on the portal. If yes is checked, the administrator of the platform is informed by email of the creation of any new course. Allows the reconfiguration of the current page in the form of Widgets, if that term is checked. If yes is selected and E-Commerce feature is activated, the product catalogue will be displayed on the portal homepage.
to No Yes to No Yes
and No Yes
No Yes
Show Catalogue
No Yes
Select the online editor for your portal Enable chat in the whole platform Chat requests in the portal
If Enabled then chat will be activated in all pages of the portal. This is the default value in seconds that the chat will use to
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Type of information
Profile
Setting
API keys E-mail Language Login Name Code OpenID URL Password Phone Picture Theme (stylesheet) E-mail Language Code Phone
Remarks
Only the selected elements are accessible to the users for the update of their profile.
Personal calendar
No Yes
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Type of information
Default category name Default hard disk space
Setting
Default category
Remarks
Field to be completed, value in Quota of disk space available for course. bytes The administrator can override the 50000000 quota for specific course through: Administration > Course > Create a course.
space Field to be completed, value in Quota of disk space available for the Groups Documents tool. bytes 5000000 If yes is selected, it gives access to the internal editor to create an introduction at the header of each tool.
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Manage the default display of new forums. The responsible trainer can choose a different view for every individual forum. Choose the e-mail address used by the Surveys tool. If yes is selected, it will show the courses descriptions as an integrated popup when clicking on a course info icon in the courses catalog. If yes is selected, it tutors are allowed to edit session comments. If yes is selected, a user will go directly to the course after login, when the user is registered in the course.
to
edit No Yes
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Type of information
Modules active upon course creation
Setting
Calendar Announcements Chat Course Description Documents Dropbox Forums Glossary Groups Modules Links Notebook Online Conference Quizzes Assignments Surveys Users Wiki
Remarks
Defines the visible tools by default during the creation of all new courses.
No Yes
If no is selected, the name of the file (without extension) will be used to name the document.
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No (the files will be deleted from the application but will be manually recoverable by your server administrator) Yes (the files will be deleted permanently and will not be recoverable) No Yes No Yes If yes is selected, an online e-mail editor appears when clicking on an e-mail address. The social network tool allows users to define relations with other users and, by doing so, to define groups of friends. Combined with the internal messaging tool, this tool allows tight communication with friends, inside the portal environment. The calendar has three basic views: month, week and day. Which view should be displayed when the calendar functionality is accessed? Should the action icons (edit, delete, visibility, export) appear in the month, week and day view of the calendar? These icons appear when hovering over an event.
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The Editors tool on the section Configuration settings makes it possible to set the functionalities of the internal editor via check boxes. Please take into account that modifications are accepted only after clicking on the Submit button.
Type of information
Public pages compliance to WAI SCIImathML mathematical editor No
Setting
Remarks
For more information, please visit the WAI (Web Accessibility Initiative, W3C) site: http://www.w3.org/WAI/ If yes is selected, an additional icon is installed in the editor. The SCIImathML Mathematical editor will be displayed when clicking on this new icon. Manages the possibility for students to use or not the features to copy / paste in the group documents editor (enable / disable the context menu and keyboard shortcuts). If yes is selected, all the toolbars of the editor is displayed when this is maximized.
Yes
No
Yes
No
Yes
No
Yes
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Configure security
The Security tool on the section Configuration settings makes it possible to intervene on the security level of the portal, via fields to be completed or check boxes. Please take into account that modifications are accepted only after clicking on the Submit button.
Type of information
Type of filtering document uploads
Setting
Remarks
By default, filtering is set on blacklist, which does not contain any file extension to be filtered. If you maintain this type of filtering, make sure to populate the list of extensions to be removed (or renamed) on your server. Separate the file extensions by semicolons. Do not put dots in front of the files extensions. All files, including those without extension are accepted on the server by default. Upper and lower cases dont matter. All files which extensions do not appear on the whitelist are removed (or renamed) systematically. Do not put dots in front of the files extensions. All files without extension are accepted on the server by default. Upper and lower cases dont matter.
on Blacklist Whitelist
Blacklist - setting
Whitelist- setting
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Rename Remove
If Remove is selected, the files which extensions appear on the blacklist OR do not appear on the whitelist will be prohibited on the server. If Rename is selected, the undesirable extensions will be replaced by another extension (see below), but nevertheless imported on the server. Replacement extension if the selected filtering is rename . The ability to define the permissions settings to assign to every newly created directory lets you improve security against attacks by hackers uploading dangerous content to your portal. The given format uses the UNIX terminology of Owner-Group-Others with Read-Write-Execute permissions. The ability to define the permissions settings to assign to every newly created file lets you improve security against attacks by hackers uploading dangerous content to your portal. The given format uses the UNIX terminology of Owner-Group-Others with Read-Write-Execute permissions. Attention, If you use Oogie, make sure that the user who launch OpenOffice can write files in the course folder. If yes is selected, an additional login form is shown on the portal homepage. Enabling yes can be of interest when the portal functions in Sessions. Enabling yes can be of interest when the portal functions in Sessions. The tutor inherits the same rights as the trainer to use the production tools.
OpenID authentification
Type of information
Extend rights for tutors No on surveys Yes
Setting
Remarks
Enabling yes can be of interest for the Surveys tool when the portal functions in Sessions.
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Show the force password No feature Yes Force password change Field to complete 0 If value is not 0, it forces the user to modify his password after N successful logins. Increases the level of security in this case. If yes is selected, the user must change his or her password after first login. Increases the level of security in this case. The greater the number of checked boxes, the higher the security of passwords is required.
No Yes CamelCase: The password must contain both lower case and upper case characters. The password must contain at least one number. The password must contain at least one symbol (ie a non-alphanumeric character like % ! @ ). Field to complete 6 Field to complete 0
Increases the level of security of passwords in this case. If value is not 0, it indicates to the server the number of login attempts is allowed before account is locked out.
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Type of information
Main LDAP address Main port LDAP
Setting
Remarks
For more information about the configuration of LDAP server, please refer to the installation guide (paragraph 6: LDAP) contents in the installation file of Dokeos, while following the directory: dokeos-1.8.6.1 .zip \ dokeos-1.8.6.1\documentation \ installation_guide.html
server Field to be completed localhost server's Field to be completed 389 Field to be completed dc=nodomain server Field to be completed localhost server's Field to be completed 389 Field to be completed Empty LDAP 2
LDAP domain Replicate address Replicate port Search term LDAP version
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LDAP 3 Tutor field identification Field to be completed employeenumber Field to be completed Empty Field to be completed Empty
identification Field to be completed Empty Default ldap server (used on linux servers) MS Active Directory
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Type of information
CAS Activation Main CAS server address Root location of your cas installation CAS Port CAS Protocol used
Setting
No Yes Field to be completed Empty by default Field to be completed Empty by default Field to be completed Empty by default CASV1 CASV2 SAML No Yes Field to be completed Empty by default Field to be completed Empty by default Field to be completed
Remarks
See in the various fields the necessary information to connect to the main CAS server.
User add by CAS activation XML field for user login XML field for user email XML field for user firstname
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Configure E-Commerce
The E-Commerce tool on the Configuration settings section allows you to set up the parameters for e-commerce payment and catalogue management. The setup is done via check boxes. Please take into account that modifications are accepted only after clicking on the Submit button.
Type of information
E-commerce payment type
Setting
None Atos Paypal
Remarks
If Atos or Paypal is selected and Show Catalogue is enabled for the portal (if yes is selected in Administration > Portal > Configuration settings > Portal > Show Catalogue), then the Shopping Cart will be displayed on top right of the screen and the Ecommerce Management and the E-commerce settings tools will appear in Administration > Portal. Dokeos has 3 types of catalogue: Courses, Modules and Sessions. Depending on what will be sold, you can choose the appropriate
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option for your e-commerce. Choose the currency that will be used for the payment and that will be displayed in the catalogue. Choose the payment method that will be used for your e-commerce.
E-Commerce settings
In the Portal part of the administration interface the E-commerce settings tool will appear when the E-commerce feature has been activated via Administration > Portal > Configuration settings > E-Commerce. Clicking on the link E-commerce settings will allow you to configure the E-commerce credentials for Atos or Paypal, depending on the chosen E-commerce type. Complete the Ecommerce payment type form and click the Submit button to save the settings.
E-Commerce Management
In the Portal part of the administration interface the E-commerce Management tool will appear when the E-commerce feature has been activated via Administration > Portal > Configuration settings > E-Commerce. Clicking on the link E-commerce Management will allow you to configure the data of the courses, modules or sessions, depending on the chosen E-commerce catalog type.
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To enable a course for the Catalogue: From the courses list of E-commerce management simply click on the pencil icon. Please note that the initial price of the course is 0.00. Fill in the price of the course in the Cost field . Select Active so that the course will appear in the catalogue on the homepage of the portal. Select the Start and End dates to indicate the period that the course will be available. Click on the Submit button to activate the course for the Catalogue.
The enabled course will appear in the Catalogue of the portal homepage.
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The enabled module pack/program will appear in the Catalogue of the portal homepage.
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These sessions that already have been created will also appear on the E-commerce management page. So if there arent any sessions created yet, we suggest doing that first. For more information on creating sessions, please refer to the Sessions chapter in this manual. You can edit an existing session from the E-commerce management page by simply clicking on the
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pencil icon.
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Templates
The Templates tool of the Configuration settings section makes it possible to modify one of the standard templates provided by Dokeos, or to add a template specific to your organization. Remember, the templates are available during the creation of a multi-media page, in the Documents tool.
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Type of information
Course design
Setting
Remarks
Manage the display of tools on the courses home page. If yes is selected, the list of the visible tools is shown in the form of icons, in lower part of the navigation bars. If yes is selected, it authorizes the trainers to create categories in the Groups tool. Enabling the test (or development) server shows translation feature functional that indicates untranslated strings. Enable Production server for an active portal.
homepage Two columns view Three columns view Activities view No Yes
Tools shortcuts
Group categories
Server Type
Whos Online
Display number of users Information is shown on bottom right of the screen. online in this course
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Display number of users online on all pages (visible for the persons who are logged in) Display number of users online on the login page (visible for the world) Allow users inside course profiling No Yes No Yes If yes is selected, it allows the trainer to create new fields for the Profile tab. If yes is selected, the shown code is the one chosen by the trainer during the creation of a course. This code is used on the server to create the file in which all the elements of a course are stored. If yes is selected, the name of the responsible trainer(s) appears besides the name of the course, on all screens where it is listed. If no is selected, the users can preserve various versions of a document (versioning mechanism). Maximum size (in bytes) of a document in the Dropbox tool.
No Yes
No Yes
Type of information
Dropbox: Upload to own No dropbox space Yes
Setting
Remarks
If yes is selected, trainers and users can upload documents to their dropbox without sending the documents to themselves If yes is selected, a peer to peer connection is simulated in the Dropbox tool . If not, only the trainer can receive documents. If yes is selected, users can send files to groups If yes is selected, the trainer can send a personal document to each user. to
No Yes
No Yes
Dropbox: Allow mailing No Yes Portal Administrator: telephone Extended profile Optional text field complete (000) 001 02 03 No Yes
The extended profile offers the fields below, in addition to the usual fields. If yes is selected, the fields of the extended profile will be shown to the users in the Profile tab.
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No Yes
If yes is selected, a link Learner View appears on top right of the screen. Clicking on this link makes it possible for the trainer to see the screens of a course as a trainee would see them, in order to validate the elements of the course (useful when the trainer has used the visibility/invisibility of certain elements). If no is not selected, it displays a navigation menu on the right side of the screen, with the icons and/or text of the available tools. If Homepage is selected, the registered users see a page identical to the home page of the portal. If Courses is selected, then the shown page lists all the courses to which the trainee is registered (or all courses created by a trainer, if necessary).
Homepage Courses
Field to be completed, value Specify for how long after its last action a user still is regarded as in minutes connected to the portal. 30
Type of information
Course breadcrumb homepage
Setting
Code Course Course home Session and name
Remarks
Enables the horizontal links navigation system usually in the top left of your page, allowing to quickly reach the various course sections of a course. If yes is selected, a series of examples (in the Documents or Quizzes tool) is created in each new course. Automatically deactivate a user account X days after his registration. If yes is selected, the e-mail addresses are shown to everyone in the Users tool. If yes is selected and if the courses categories are listed on the home page, the number of courses contained in each category is shown. If yes is selected and if the courses categories are listed on the home page, the categories, not containing course yet, is shown. Facilitate navigation in the categories and
No Yes
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categories/course
Yes
subcategories of courses by showing an additional link to go back to the preceding screen. If yes is selected and if the courses categories are listed on the home page, the language in which a course is conceived is shown (which perhaps differs from the portal language). On high-load portals, where a lot of users are registered and send their pictures, the upload directory (main/upload/users/) might contain too many files for the filesystem to handle (it has been reported with more than 36000 files on a Debian server). Changing this option will enable a one-level splitting of the directories in the upload directory. 9 directories will be used in the base directory and all subsequent users' directories will be stored into one of these 9 directories. The change of this option will not affect the directories structure on disk, but will affect the behaviour of the Dokeos code, so if you change this option, you have to create the new directories and move the existing directories by yourself on the server. Be aware that when creating and moving those directories, you will have to move the directories of users 1 to 9 into subdirectories of the same name. If you are not sure about this option, it is best not to activate it. Hides the normally shown specific code when a variable of a language is not translated.
No Yes
No Yes
No Yes
Type of information
Display categories home page Character set on No Yes
Setting
Remarks
Showing courses by categories, empty courses, closed courses is dependent on this parameter setting. closed To modify only in the case of certain languages (Russian, Japanese). Email address that will be used when e-mail is sent from the platform while specifically requiring not answering it. This address should ideally be set at the server to ignore / delete any incoming mail automatically. The Gradebook tool makes it possible to assess competences. The activation of this tool can however complex the interface. Please take
Gradebook activation
No Yes
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note of the Trainer documentation for more information on the Gradebook tool and its impact on the interface, before activating it. Thresholds coloring Levels labeling Threshold Enable thresholds Enable Ranking Field to be completed 50
Display score upper limit Enable score upper limit display User theme selection No Yes If yes is selected, this parameter will allow each user to choose his/her own style. By default the style of the portal will however remain unchanged. If a course or a session has a visual theme assigned, this one will take precedence over the theme selected by the user. If yes is selected, it allows to select a theme for each course and thus to modify appearance for the user. When a user enters the course, the style sheet of the course will have priority over the user's own style sheet and the platform's default style sheet.
No Yes
Showing the parameter settings of the Gradebook tool, with Trainer View:
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Type of information
Display the small No month calendar in the Yes Calendar tool Display the upcoming events in the Calendar tool No Yes
Setting
Remarks
Manage the display of the small month calendar that appears in the left column of the Calendar tool. This setting enables or disables the upcoming events that appear in the left column of the Calendar tool of the course. Require that the preceding option (upcoming events functionality) is set on yes . If no is selected, the closed courses (i.e. only accessible for the responsible trainer) are not listed on the home page of the portal. Which of extended available process? extended above). the following fields of the profile have to be in the user registration This requires that the profile is activated (see
Number of upcoming Field to be completed events that have to be 1 displayed Display closed course No on login page and Yes portal homepage Extended profile fields in registration My competences My diplomas My personal open area What I am able to teach
Required extended My competences profile fields in My diplomas registration My personal open area What I am able to teach
No Yes
Booking
No Yes
Which of the following fields of the extended profile are required in the user registration process? This requires that the extended profile is activated and that the field is also available in the registration form (see above). If yes is selected, a considerable amount of additional options will be added to the file manager that opens in a pop-up window when uploading files to the server (access to this manager in all the editors of Dokeos). The booking system makes it possible to book resources for your course (rooms, screens,). If yes is selected, this tool will appear in the user menu on the left side of the Courses tab. The internal messaging tool allows users to send messages to other users of the platform and to have a messaging inbox. If yes is selected, session data will be displayed when accessing the course in the session.
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Type of information
Allow the definition No and use of Yes sub-languages
Setting
Remarks
If yes is selected, you will be able to define variations for each of the language terms used in the platform's interface, in the form of a new language based on and extending an existing language. You will find this option in the languages section of the administration panel, in the shape of a plus icon.
Show glossary terms Automatic: adds Defines how to add links to the glossary terms in documents links to all defined from the documents created in the internal glossary terms editor of Dokeos. found in the The definition in the glossary is shown within a document Manual: shows a framework when the pointer is rolled over the glossary icon in the word located in the document. online editor, so you can mark the terms that are in the glossary and that you want to link None: doesn't add any glossary terms to the documents Show the glossary No terms in extra tools Yes mimeTEX mathematical editor Allow students to insert videos from YouTube Allow students to download directories What events have to be displayed in the calendar? If yes is selected, it allows to configure how to add the glossary terms in extra tools as Modules and Quizzes. If yes is selected, an additional icon is No installed in the editor. The mimeTEX Yes mathematical editor will be displayed when clicking on this new icon. Manage the possibility for the students to No insert (or not) YouTube videos via Yes activation/deactivation of the corresponding icon in the editor of the group documents. Allow students to pack and download a No complete directory from the documents tool. Yes The calendar cannot only display the events Global calendar that you add to the calendar application but Quiz events it can also display other time-related Session events information like sessions, platform events, quiz date information, assignment expiry dates, ... If Yes is selected, the Mindmaps are No converted by the server. Requires in this Yes case that DokeosMind is installed and operational on the server. Detail view of What has to be displayed when somebody clicks on an event in the calendar? calendar items Edit view of calendar items In the actions Where does the calendar navigation have to be displayed? bar As part of the calendar
Mindmap converter
Calendar Navigation
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Display feedback messages (*) Can regular users manage the calendar? Can users manage the group agenda? Enable Captcha
No Yes No Yes
Manages the activation/deactivation of certain feedback. If Yes is selected, regular users can add, edit or delete events. If Yes is selected, it allows users to manage the group agenda and they can add, edit or delete events that are targeted at one or more of the groups the user is member of. If Yes is selected, it secures the self-registration by adding a Captcha field that the user must manually copy. In this case, it helps to limit pollution by spammers. How many announcements have to appear in the list on the left of the announcements tool? Provide a link to export all events of the calendar tool at once? If Yes is selected, a contextual help appears under the header of the platform, in various screens. If Yes is selected, it displays a breadcrumbs facilitating the navigation between screens. Which of the following fields have to be available when adding or modifying a group scenario?
No Yes No Yes Field to completed 8 No Yes No Yes No Yes Announcements Calendar Description Documents Forum Max number of users Private or public group Group registration Group unregistration Wiki Assignments Field to be completed 20971520 No Yes No Yes be
Number of announcements in the list Calendar export all events Enable Contextual help (*) Display the breadcrumbs (*) Fields of group scenario
Max upload file size in messages Show category in Quiz (*) Automatic email templates (*)
Maximum size for file uploads in the messaging tool (in Bytes) If Yes is selected, it displays a tool to create categories to manage the quiz. If Yes is selected, an Automatic emails link is added to the Portal section of the administration interface. This function is detailed in Chapter 10: Configure automatic e-mails of this manual. When a user is registered to a course or session, add him/her to a group in course. When there are no seats available in Groups for automatic registration, add a group. Number of seats to allot in a newly created group.
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If Yes is selected, an email notification is sent when a user is registered to a session. Displays the installation date of the portal.
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The headings of the announcements are shown on the home page of the portal, their contents being detailed while clicking on the title of each announcement:
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Edit an announcement
To edit the contents of an announcement: Click on the Edit icon (represented by a pencil) located on the line of the announcement to modify. The shown screen makes it possible to edit the contents of the announcement, in the internal editor of Dokeos. Click on the button Edit news to validate the changes. To edit the public recipient of an announcement: On the home page of the announcements, use the Visible/Invisible icon (represented by an open or closed eye) in the columns Trainer/Learner/Guest.
Remove an announcement
Simply click on the Delete icon (represented by a red cross) located on the line of the announcement to eliminate. After request for confirmation, the announcement is deleted from the portal.
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Chapter 4: Languages
The Portal section of the administration interface allows, thanks to the Languages tool, to define what languages appear in the drop-down list visible on the portal home page. These same languages will be shown to the trainer during the creation of a course, which makes it possible to dissociate, if necessary, the portal language to that of the course.
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Login as admin > go to Administration tab > Portal > Edit portal homepage and: Add a nice image in the Central Area. Select or build an image that helps understand what the portal is about. Resize it (using tools like GIMP or Photoshop) to values like 720x 250 pixels. In our example, the image addresses a metro company employees: it recycles a metro lines image to present the course program as a pathway towards skills improvement. In the right hand menu, add web pages through the "Add a page (CMS)" tool. In two steps : (A) Add a page (remove the "http://" that appears there), (B) edit (yellow pencil) the page create and type your text (basic layout = text + title + one trainer picture aligned right). Edit the homepage notice there too (important messages to your visitors) Go back to Administration tab - top middle- and enter Portal > Portal news to add news. To have news visible only before login, check Guest target group only.
Multilingual: if you manage a multilingual portal take into account that the language selector on top of the Portal Homepage Edition page decides for which language your changes will be active. In other words, in a bilingual portal you will have to edit 2 homepages, 2 sets of links and 2 sets of news. Below: portal homepage editing
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The Portal section of the administration interface allows, thanks to the tool Edit portal homepage , to personalize the home page of the portal.
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A click on the Edit link provides access to the internal editor and the ability to enter and format the message.
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PART 3
Management tools of the users
The Users section of the administration interface allows: To carry out a multi-criteria search to find a user, To carry out all management tasks of the users (courses/trainees), To add a user, To export the users list from the portal, To import a CSV or XML users list, To enrich the headings of the Profile tab.
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Attention to the following points: the first line of the file must mandatorily contain the column name required by Dokeos, with exactly the same orthography and the same breakdown: LastName, FirstName, Email etc, no semicolon in the fields (because the point comma will be used as separator of fields), the fields of the columns LastName, FirstName and Email cannot be empty, Only the columns LastName, FirstName and Email are mandatory. The others are optional. If you do not wish to specify the other values, remove or avoid adding the corresponding columns. To export this list in CSV format
Excel and Openoffice enable you to export the users list in CSV format. For that, choose: Save As , unroll the list of formats types and select CSV (sometimes called Text (CSV) ). During this export Excel and Openoffice propose to you to publish the filter parameters (sometimes formulated in other words according to the versions of Excel). Select this option in order to choose the semicolon as delimitor of fields (this is mandatory to import them in Dokeos). If possible, open a simple type text editor Notepad (Start Menu > Accessoires > Notepad) and open created CSV file there, in order to check that the separator is indeed the point comma, that the first line mentions the names required by Dokeos to be able to record the users correctly, and that none of the first three columns contains empty fields (an empty field corresponds here to a succession of two
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semicolons).
To import CSV list in Dokeos Login to your Dokeos portal as an administrator. Enter Administration > Users > Import users list. Browse your hard drive via the Browse button and select the CSV file that you created. Select File type: CSV, Send a mail to users: yes.
Caution: Password and username values correspond in French to the password and the login (or identifier) of the user. If these columns are filled in your CSV file, Dokeos will record the values that you propose. If these columns are empty or missing, Dokeos generates values according to a random criterion. It is then imperative that you select the box Send a email to the user at the time of the import, because if not nobody will know his password (it is however still possible for the user to use the function I lost my password presented on the home page of the portal in order to have it sent).
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The search and advanced search tools make it possible to find all the users who meet the given criteria. You will use more easily the simple search field to find a single user. It is enough for you to seize a character string (incomplete name, portion of e-mail address, etc) and the search tools return all the users that contain the required information. For a search based on refined criteria, the advanced research tools propose several criteria, it is thus easy to isolate the trainers or the trainees, unless you do not wish to seek all the trainees whose e-mail address contains for example @yahoo.fr. In this case, the two search criteria return the list of the users considered.
Once the user (or users) is (are) found, several management tools is at your disposal. These tools are described in detail in the following chapter.
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Activate an account
If the administrator has set the registrations so that self-registrations are authorized after approval, then the new registered users on the portal see their account blocked until you click on the icon represented by a prohibited direction. Consequently, the icon is transformed into a white tick off mark on green bottom, signing that the new user can freely reach the platform.
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Since the preceding screen, the possible functionalities are the following ones: Functionality Description and standard screen Reporting of the Shows the individual report of a user and gives access the detailed activity of a user: reporting of activities in each course:
Shows the details of a course: Internet Addresses gives directly access to the home page of the course List tools and documents of the course List registered users
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Gives access to the home page of the course, viewed as the responsible trainer, and with the same rights. The administrator can thus modify/enrich any course from the portal. Displays extended properties of course by completing the properties on which the responsible trainer may involve other specific administrator:
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Login as a user
A click on the icon Login as modifies temporarily information of identification of the administrator so that he can endorse the identity of a user, trainee or trainer. Once identified, the administrator can act as if he were the trainee or the trainer considered.
A click on the icon Reporting gives access detailed reporting of activities in each course.
to
You will note here that the reporting of trainer is not available, only the activities of a trainee can be followed.
You can modify here any type of relative information of the selected user:
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Remove a user
A click on the icon Delete removes the platform user permanently, after request for confirmation.
A trainer cannot be removed permanently in the condition of not being responsible for course any more, which the administrator can decide by modifying information of a course, as described in the preceding page.
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If you leave the field Learners in course empty, all the users registered on the portal will be exported in a file. The formats of export are: XML CSV
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The files (with format XML or CSV, as for the export of users) must be prepared as a preliminary. For format XML, the syntax of the file must be in conformity with the following example:
For format CSV, the syntax of the file must be in conformity with the example below:
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PART 4
Management tools for Course
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The Courses section of the administration interface allows to: Undertake a multi-dimensional search to find a course, Perform all management tasks around course, Establish a course individually or in batches, Manage the categories of course,
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The results returned by the search tools are presented in the form of a list and make it possible to carry out several operations.
In addition to the code of the course, a colored icon allows identification at first glance: Open - access allowed for the whole world
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Open - access allowed for users registered on the platform Private access (course reachable only by people on the users list) Completely closed - the course is only accessible to the trainers
The search results screen provides access to the following functions/features: Functionality Information on course: Description and standard screen Displays the details of course: Web address to directly access the homepage of the course List of the tools and course materials (documents) List of registered users
Provides access to the considered home page of the course, with Trainer View, and with the same rights. The administrator can modify / add any course on the portal. Shows tracking of activity of users registered to the selected course and allows access to individual reporting of each course:
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Functionality
Modify the Displays extended properties of course by completing the properties on information of a which the responsible trainer may involve other specific administrator: course:
Remove a course:
Gives access to the backup tools / import of a backup of a course, The previous tools also appear when you request the display of all courses on the portal via the tool Course List . This tool will not be detailed in a separate chapter.
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The tools will remain functional but the learners will not see them anymore.
Build you course home page in the Introduction text with a table On your course area homepage, click on the pencil icon to open the Introduction text > select Table and choose table settings (copy the ones in the screenshot below for instance).
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Add icons to illustrate the key features of your course You can alternatively use the default icons from the images gallery or add your own through Browse > Send.
Go to one of the pages you want to be a target for a link and copy its address from the address bar
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A web link is a connection between an origin page and a destination page. You need to start by copying the address ot the target and then create the link on the origin page. Select any page and Ctrl+c or right-click+copy in the address bar.
Paste the link on top of an image in Introduction text Go back to course area Introduction text > edit it > select an image > click the link button and paste the link on top of image. Repeat for all icons.
You end up with a clear course homepage that links only to the pages and activities you designed Dokeos toolbox does not appear anymore. You customized your environment and adapted the software to
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Conclusion : pedagogy at stake Linking things together your own way is powerful. Consider using the same idea in other situations : linking the feedback of a test to a theory page (you may want to use the Popup option of the link feature) linking the course area Introduction text to a learner production so as to point other learners to an example good practice (...) all connections that your imagination will consider relevant In Dokeos, every resource or learning object has an address (also called URL). It is visible in the address bar on top of your browser and can become the target of a link.
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Create a course
The tool for creating course is very similar to that shown to the trainers. As an administrator, you can however: Choose a main trainer in the drop-down list Main Trainer Choose several trainers (which however will have the same rights as the main trainer) from the Trainers list.
You just have to define: A code for your course (make sure to choose a code referring to the style of course, combined with a numerical classification: CAO001 or ANGLAIS004 for example). If defined in lowercase, then the course code will be automatically converted to uppercase by Dokeos. Similarly, the characters -, _ and space will be eliminated from the code, A clear and detailed name, A category from the drop-down list, and which you can manage as an administrator, The language used to display the environment of your course (nothing prohibits you to choose English, even if the portal is installed in French). The choice of language will not influence the content of the course, just the working environment in which your content is displayed, Access authorizations, The possibilities for subscribe / unsubscribe, The disk space (similar to the default parameter setting of the portal).
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You can modify the properties of your course, so that it is (temporarily) not available to trainees. A common use is as a first step to close all access to the course (check Course access >> Completely closed and Subscription >> This function is only available to trainers , see screenshot below) during its design period: no access except for the person in charge of the course, no registration possible for other users. Then you can allow entry to the course but not access (leave the box Course access >> Completely Closed selected and click Subscription >> Allowed), and the time required so that each participant is registered. Finally, you can close the registrations and allow access to course only for registered users (click on Course access >> Private Access and Subscription >> This function is only available to trainers , not without having removed the possible intruders as a preliminary by using the functionalities of the tool Users . Some organizations prefer not to use this method and use a centralized administrative registration. In this case, the participants do not have the opportunity to enroll in the course; only the person in charge of the course can give access to them.
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1.
The discontinuous ( Ctrl key down) or continuous ( Shift key down) multiple selections of users in the left box. 2. The discontinuous ( Ctrl key down) or continuous ( Shift key down) multiple selections of course in the right area. 3. A click on the button Add users to courses
To facilitate the work of selection, you can use (both for the users and for the course) sorting by first letter. You can also carefully create new profile fields (see Part 3, Chapter 6) and authorize the filter of the fields: for example, create a profile field called service in order to be able to isolate all users from the same service on the left list and for whom a particular course is designed.
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Click on the link Add a category and then fill in the Category code and Category name , and decide on the authorization to add course in this category. The procedure is identical for the creation of sub-categories, after opening an existing category.
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PART 5
Course sessions
The Course sessions section of the administration interface allows: To search an existing session To list all the sessions To create a new session To export the sessions
At the end of the session, we have the new employees pass an English Language test that decides whether we register them to a Session 2 called September 2008 Geneva Glucose monitoring or to a Session 3 called September 2008 Geneva English as a Second Language.
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A class contains trainees, enrolled by the administrator. The trainer can decide to register trainees and / or classes to his course. A session is a course package (belonging to one or more persons in charge): o gathering trainees o during a specified time o supervised by a sessions administrator who can intervene in the session, X days before the opening of the session and Y days after (the number of days are defined by the administrator) o trainers cannot directly modify the list of courses, start and end dates and the list of participants in a session
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Manage Sessions
Icon Functions Add users to the session (same screen as adding users when creating the session, see Chapter 2) Add course to this session (same screen as adding course when creating the session, see Chapter 2) Edit a session (session name, name of the coach, opening/closing dates of session, access times of the coach) Delete session
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Accepted file formats are typically XML and CSV. Example of a XML format:
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In addition to creating sessions with XML or CSV files, the export of sessions is also possible with the same file extensions. All the sessions can be exported once, or you can choose the session one by one from the sessions list:
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PART 6
Classes
The Classes section of administration interface allows: To search an existing class, To list all classes, To create a new class, the
To import a class list (in CSV format), To enroll users in a CSV class, To enroll classes in courses.
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Create a class
Nothing could be easier A name and a click on the Submit button.
Fill a class
Once the class is created, the list of classes is automatically displayed.
Click on the Add users to a class icon to access a screen showing on the left the list of all those registered on the portal and on the right the list (empty after creation of the class) of those enrolled in the class. Perform user selection and then click on Add to the class .
The logical step following the creation of a class and its filling is its registration to one or more course. The screen for registration is structured in a known way: the list of the classes to be registered on the left, on the right that of the courses available. The buttons located at the center allow subscribing / unsubscribing of selected classes with one or more courses.
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Index
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