Getting Started Guide

for DreamSpark
Program Administrators
2012-10-10
Version 2.5
TABLE OF CONTENTS

Introduction.................................................................................................................................................... 1
Purpose and Target Audience ............................................................................................................ 1
Commonly Used Terms ...................................................................................................................... 1
Additional References ......................................................................................................................... 2
Welcome to ELMS for DreamSpark .............................................................................................................. 3
Registering Your Administration Account ........................................................................................... 4
Getting Help ........................................................................................................................................ 5
Setting Up Your User Verification ................................................................................................................. 6
Guidelines for Importing Users ........................................................................................................... 6
Adding Users to a User Group ................................................................................................. 7
Email List Example ................................................................................................................... 7
Username List Example ........................................................................................................... 7
Adding an Import Batch ...................................................................................................................... 8
Importing Users with Email Addresses ................................................................................... 11
Importing Users With a UID or Username .............................................................................. 11
Checking the Status of an Import ........................................................................................... 12
Viewing and Adding User Verification Types .................................................................................... 13
Adding an Additional Verification Type ................................................................................... 14
WebStore Verification Type Testing Options ......................................................................... 14
Configuring Standard Integrated User Verification (IUV) .................................................................. 15
Managing Users .......................................................................................................................................... 17
Creating a Single User Account ........................................................................................................ 17
Checking a User’s Account Verification History ............................................................................... 18
Changing a User’s Password ........................................................................................................... 20
Adding a User Group to a User’s Account ........................................................................................ 21
Assigning a User to an Administrative Role ..................................................................................... 22
Providing Additional Downloads for an Item in an Order .................................................................. 24
Managing User Groups ............................................................................................................................... 27
 Basing a New User Group on an Existing User Group ..................................................................... 27
Deleting User Groups ....................................................................................................................... 28
Managing the Members of a User Group ......................................................................................... 28
Adding Users to a User Group ............................................................................................... 29
Changing the Expiry Date ....................................................................................................... 29
Exporting a List of Users ................................................................................................................... 30
Managing Orders ........................................................................................................................................ 31
Cancelling an Order .......................................................................................................................... 31
Finalizing an Order ............................................................................................................................ 32
Returning an Order ........................................................................................................................... 33
Reshipping an Order ......................................................................................................................... 34
Providing a Replacement Product Key (Voucher) ............................................................................ 34
Impersonating a User for Support Purposes .................................................................................... 36
Placing Bulk Proxy Orders/Issue Licenses ....................................................................................... 37
Windows 7 Ordering Restrictions ........................................................................................... 37
Managing Product Catalogs ........................................................................................................................ 43
Software Catalogs Offered on the WebStore ................................................................................... 43
Adding and Configuring a Campus Hosted Catalog ......................................................................... 45
Configuring Your Hosting Location (Web Server URL) .......................................................... 46
Getting (Downloading) The Files for the Offerings You Want to Host .................................... 47
Selecting the Offerings for Your Campus Hosted Catalog ..................................................... 48
Activating Your Campus Hosted Catalog ............................................................................... 49
Deleting Offerings From a Campus Hosted Catalog .............................................................. 50
Deactivating the Catalog ........................................................................................................ 51
Activating the Catalog ............................................................................................................. 51
Adding and Configuring a Custom Delivery Catalog ........................................................................ 52
Adding a Custom Delivery Catalog......................................................................................... 52
Configuring a Custom Delivery Method .................................................................................. 53
Adding Offerings to Your Custom Delivery Catalog ............................................................... 54
Managing Organization configuration Settings ........................................................................................... 56
Managing WebStore Configuration Settings ............................................................................................... 57
 WebStore Details .............................................................................................................................. 57
Previewing the WebStore ................................................................................................................. 58
Adding Custom Text to Your WebStore............................................................................................ 58
Creating Custom Text in Different Languages ....................................................................... 61
Adding a WebStore Welcome Page and Customizing the Content ................................................. 61
Modifying the Custom Text on a Welcome Page ................................................................... 61
Applying a Custom Image to a Welcome Page ...................................................................... 63
Changing the WebStore Logo, Style Sheet and Other Custom Settings ......................................... 64
Changing the WebStore Culture (Language) or Adding Additional Cultures ................................... 66
Adding Featured Products to Your WebStore .................................................................................. 69
Managing Announcements ............................................................................................................... 71
Customizing Support Contact Information ........................................................................................ 73
Reports ........................................................................................................................................................ 76
Running a Report .............................................................................................................................. 76
Printing and Exporting a Report ........................................................................................................ 77
Support ........................................................................................................................................................ 80
 Quick Reference Guide for Program Administrators

What do you want to do? Administration menu/tab item What do you want to do? Administration menu/tab item

Register your Administration Account Click the Register link in your Manage Software Catalogs WebStore » Catalogs
deployment email Offered on the WebStore WebStore » Languages

Set up User Verification WebStore » Verification Add and Configure a Campus WebStore » Catalogs
Hosted Catalog

Import Users Users » User Imports Add and Configure a Custom WebStore » Catalogs
Delivery Catalog

Create a Single User Account Users » Users Manage Organization Organization » Organization
Configuration Settings

Check a User’s Account Verification Users » Users Manage WebStore Configuration WebStore » Details
History Settings

Change a User’s Password Users » Change Password Preview the WebStore WebStore » Details »
‘Preview’ link

Add a User Group to a User’s Users » Verifications » User Add Custom Text to the Miscellaneous » Custom Text
Account Groups WebStore

Assign a User to an Administrative Users » Roles Add a WebStore Welcome Page Miscellaneous » Custom Text
Role and Customize the Content WebStore » Attachments

Provide Additional Downloads for an Users » Orders » Items » Add Images and Modify the Style WebStore » Attachments
Item in an Order Usages of the WebStore

Manage User Groups Users » User Groups Change the WebStore culture WebStore » Languages
(language) or Add Additional
Cultures

Manage Orders Orders » Orders Add Featured Products WebStore » Featured

Provide a Replacement Product Key Users » Orders » Items » Manage Announcements WebStore » Announcements
(Voucher) Vouchers
Impersonate a User WebStore » Preview Customize Support Contact WebStore » Support
Information

Place Bulk Proxy Orders/Issue Orders » Bulk Proxy Orders Run Reports Reports
Licenses
 Introduction
PURPOSE AND TARGET AUDIENCE
This document is a quick start user guide to help you with your first few days as a DreamSpark
Administrator in the new ELMS platform. It is intended to be used in parallel with the Help topics in the
Administration website. In addition, training videos are available which cover the topics in this document.

Not all functions available in the Administrator website are covered in this document. As well, some of the
functions described here do not provide complete step-by-step instructions. For detailed information
about a specific function refer to the Administration website Help topics.

This document is aimed primarily at Program Administrators (PA) who have been assigned to the
DreamSpark Administrator role in ELMS.

COMMONLY USED TERMS

Table 1 – Commonly Used Terms
Term Description
ELMS Electronic License Management System
IUV Integrated User Verification: single sign-on mechanism between customer
system and ELMS.
Customer A college or university that uses an ELMS WebStore to distribute software. In
the ELMS Administration website, a customer is defined as an Organization.
Shopper A user who is being signed in to an ELMS WebStore.
WebStore A Kivuto ELMS e-commerce website that provides products for sale on behalf
of the customer.
ELMS The secure administration module in ELMS that contains functions to manage
Administration a WebStore as well as set up IUV. This module is accessible by authorized
users only.

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ADDITIONAL REFERENCES
Links to training videos and detailed information for customizing your WebStore are available on the
Welcome page of the administration website.

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Welcome to ELMS for DreamSpark
You have received an email informing you that a new WebStore has been created for you. You can
preview the WebStore by clicking the WebStore URL link in the email.

Figure 1 - The WebStore

The WebStore is displayed with a default logo and a style sheet which you may customize later. The
home page by default is the Software page and displays Products (by Major Version) grouped by
categories with their corresponding box shots. By clicking a product, a list of all the Offerings related to
that major version are displayed. The offerings are displayed based on delivery type, platform and
language, if applicable. Available delivery types can include download, mail order (available only in North
America) and custom delivery. As an administrator, you can create your own custom delivery offerings for
your students, faculty and staff.

When your site was first deployed, it was configured to display offerings in the language of your culture
and in English. For example, a German organization would have been deployed a WebStore containing
both German and English versions of the available products. As an administrator, you can choose other

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offering languages depending on the needs of your users.

On the left hand side of the WebStore window, the offerings are listed based on the category they belong
to. Products in the Popular category are pre-defined. You have the option to add products to the Featured
category which would be displayed above the Popular category in the category list.

Users can find answers to the most frequently asked questions related to their account, order, download
and other topics by clicking the Help link at the top of the page. If after reading the Help Topics, the user
does not find an answer, they can click the Contact Us link at the bottom of the Help section. By default,
the information on this page only contains a link to a Contact Us form which the user can fill out and
include a screen shot if required. This information is sent to the Administrator’s email address. You can
customize the content on the Contact Us page as well as who the recipient is for receiving questions from
the user.

When users click the Home link, the Software page is displayed by default. You can change the Home
page to be a Welcome page. See more about this feature below.

REGISTERING YOUR ADMINISTRATION ACCOUNT

Upon deployment of your new ELMS for DreamSpark WebStore, you will receive an email containing
information about your new site as well as instructions on how to register your account.

To register your administration account:

1. In the email you received, click the registration URL to display the account registration page.
2. Enter the requested information to finalize your account registration. Some fields are pre-
populated based on the information you provided when requesting a WebStore.

Note: You will be able to change your password once you are registered.

3. Click the Register button. You are signed into your WebStore and will have access to the
Administration website.
4. Click the Administration link at the top of the WebStore page. The Administration website
opens in a new browser window. The first page displayed is the Welcome page.

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 Figure 2 - The Welcome Page

5. Read any welcome messages displayed.

GETTING HELP
Additional information about your WebStore is available by viewing the online Help topics. The Help

topics are accessed by clicking the icon. Clicking the icon displays help related to the page you are
currently viewing. In addition, the Help topic window provides access to a searchable Help topic
database.

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Setting Up Your User Verification
The purpose of user verification is two-fold:
 A user must be verified and have an active account to be able to finalize the order of a
product.
 Software publishers want to target the orders of their products to certain groups of people
such as students, faculty and staff.

Therefore, verification methods not only control access to the WebStore but also control access to
products.

Upon deployment, your WebStore was configured to allow User Imports as the method of user
verification. No configuration of this method is required to continue. You need only perform your user
imports.

GUIDELINES FOR IMPORTING USERS

There are two different ways of importing users: by creating a plain text file and importing the file or by
entering a list of member identifiers directly into the input field on the User Import page. Use the following
guidelines when making your adding users to your import batch:
 Use either an email address or a unique User Identifier (UID or username) from your system
for each user.
o If you use an email address, the system will automatically send an email to each
user in the file with instructions on how to finalize their registration.
o If you use a UID or Username, you will have to contact each user manually (via
phone or email) and provide them with instructions on how to finalize their registration.
 Have only one member identifier per line.
 Do not use commas or quotation marks.
 To ensure that all non-English characters are imported correctly, use UTF-8 encoding when
saving your .TXT file.

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ADDING USERS TO A USER GROUP
A user must be assigned to one or more user groups to be eligible to order offerings on the WebStore.
Some offerings restrict ordering to specific user groups. Users must belong to the specific product
restriction group to order the offering. For example, if the offering had "Students" as a restriction group
then the user must be a member of the "Students" group to order the offering. As well, a restriction can
also prevent users in a specified user group from ordering a product. You may want to send a message to
only those users who belong to a particular user group or you may want to run a report that identifies
particular user groups. It is important to choose the correct user group for the import batch.

To facilitate targeted messaging and reporting:

 Ensure all users belong to the same user group such as Faculty or Staff or Students or a user
group which you may have created based on these groups.
 Do not use the multiple user group options such as Faculty/Staff or Students/Faculty/Staff.

Note: If you do not assign the import batch to a user group they will only be eligible to order an offering
with no group restrictions.

EMAIL LIST EXAMPLE

With a list of email addresses, each user automatically receives a registration email.

Jdoe@[Link]

tsmith@[Link]

whoami@[Link]

somebody5@[Link]

USERNAME LIST EXAMPLE

With a username list, users DO NOT automatically receive an email notification with their registration
information.

The administrator must contact each user manually to notify them about their account and provide details
of how to register.

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Jdoe

tsmith

whoami

somebody5

ADDING AN IMPORT BATCH

Import batches can be imported from
 A file, or
 A text list.

If you are importing a short list, you can enter the usernames or email addresses directly into the
Username List field. See the Guidelines for Importing Users listed above.

To import a batch of users:

1. On the Main menu, go to:
Users » User Imports

Figure 3 - User Imports

2. Click the Import button. The User Import (New) page is displayed.
3. Enter a Name for the import batch.

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 To import from a file,

1. Create the .TXT file for your users using the guidelines listed above.

Figure 4 - Import List

Important: The number of users in the import file should not exceed 10,000.

o Ensure all users belong to the same user group such as Faculty or Staff or Students.
o Do not use the user groups with two or more options such as Faculty/Staff or
Students/Faculty/Staff.
o In the Import Mode section, click the radio button beside Import from a file.

2. Click the Browse button to locate the .TXT file that you created.

 To import from a text list,

1. In the Import Mode section, click the radio button beside Import From a Text List.

Figure 5 - User Import (New)

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 2. In the Username List input field, enter the usernames or email addresses.

o Ensure all users belong to the same user group such as Faculty or Staff or Students.
o Do not use the user groups with two or more options such as Faculty/Staff or
Students/Faculty/Staff.

3. If the correct Member of Organization is not displayed, search for the organization by clicking
the Select button.

Note: By default, the Member of Organization is the organization that you signed into the administration
website with. If an organization has two departments with the DreamSpark Premium program, for
example, but only one WebStore, they may want to track which users from each department are using the
WebStore. If the users you are importing belong to a different organization than the one you signed in
with, choose a different Member of Organization by clicking the Select button.

4. Enter the remaining details of the user import list.

Note: When adding users to a user group, ensure all users belong to the same group such as Faculty or
Staff or Students or a user group which you may have created based on these groups. For example, all
users are Students or all users are Faculty. Do not use the user groups with two or more options such as
Faculty/Staff or Students/Faculty/Staff.

Figure 6 - User Import (New) - Details

5. Click the Import button. The message “The import was successful” is displayed.

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 Figure 7 - User Import - Import Successful

This means that the import process has successfully started. Depending on the size of the list, it may take
some time to process all users in the list.

IMPORTING USERS WITH EMAIL ADDRESSES

If users were imported with email addresses, they will receive an email automatically.

To finalize the registration process, the user must:

1. Click the link in the email.
2. On the Account Registration page, enter the required information. The Account Identifier (email
address or UID imported) is already displayed.
3. Add and confirm a password.
4. Click the Register button to complete the process. The user is now active.

IMPORTING USERS WITH A UID OR USERNAME

If users were imported with a UID or Username, you must contact each user manually to provide them
with the URL of the WebStore and the username they will use to finalize the registration.

To complete the registration process, the user must:

1. Go to the WebStore and, in the top right corner of the page, click the Sign In link.
2. On the Sign In page, click the Register link.
3. Click the radio button beside An account has been created for me and I need to register it.
4. Enter the Username provided.
5. Follow the prompts to complete the registration process.

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CHECKING THE STATUS OF AN IMPORT
To search for all previous User Imports, go to:
Users » User Imports

The latest import is displayed at the top of the list.

Figure 8 - User Import - Search Results

Details such as when the list was imported, who did the import and how many users were attempted to be
imported are displayed.

For more details about this Import, click the import Name link.

Details about the import such as the number of successful account creations that took place are
displayed.

Figure 9 - User Import - Detailed Results

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VIEWING AND ADDING USER VERIFICATION TYPES
To view the current verification types defined for your WebStore and add additional types, go to:
WebStore » Verification

If there are currently no active verification types defined (a new WebStore deployment will have User
Import defined as the default verification type) or if you delete all the existing verification types, the
following message is displayed:

Figure 10 - WebStore Verification

To choose a verification type:

1. On the WebStore Verification page, click the Add button. A list of available verification types is
displayed.

Figure 11 - User Verification Types

2. Select the verification type you want to add to your WebStore by clicking the check box beside
the Name.
3. Click the OK button.

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For more information on different verification types, refer to the Help section of the administration website.

To delete a verification type:

1. On the WebStore Verification page, select the verification type by clicking the check box beside
the Name.
2. Click the Delete button.

ADDING AN ADDITIONAL VERIFICATION TYPE

To add an additional verification type:
1. On the WebStore Verification page, click the Add button.
2. Select a verification type by clicking the check box beside the type.
3. Click the OK button.

For the purpose of testing, you can add more than one Standard Integrated User Verification (IUV)
verification type.

Figure 12 - Adding a Verification Type

By default, when a new verification type is added the status is set to Testing.

WEBSTORE VERIFICATION TYPE TESTING OPTIONS

You can test the verification type while the status is set to Testing.

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To view your WebStore with only Testing verification types:
1. In the Testing Options section, select the Test WebStore URL with only Testing verification
types in effect URL.
2. Copy the URL.
3. Paste the URL into a different browser than the one you are currently using.

All the orders placed using Test WebStore URLs will be test orders. This means that the order details
page will display *Test Order* and will not display any product keys.
Verification type status:
 Testing: Verification type can be tested but is not visible to shoppers on your WebStore. Only
one of each Single Sign-On verification type can be in Testing at a time.
 Active: Verification type appears on the WebStore. Only one Single Sign-On verification can
be active at a time.
 Inactive: Verification type does not appear on the WebStore and is not being tested.

To change the status of your verification type to Testing:

Click Change to Testing in the Actions column. If there was a verification of this type that was already in
Testing, it will become Inactive.

To change the status of your verification type to Inactive:

Click Deactivate in the Actions column.

You can have more than one active verification method at the same time, providing the verification
methods belong to a different Class.

CONFIGURING STANDARD INTEGRATED USER VERIFICATION (IUV)

If you choose Standard Integrated User Verification (IUV) as your verification method, you must follow
additional steps to configure your site to talk to your campus authentication system. Links to detailed
information about IUV are available on the Welcome page of the administration website.

To configure IUV:
1. On the WebStore Verification page, click the Standard Integrated User Verification link. The
User Verification Type page is displayed.

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2. Click the Settings tab. The Settings page Standard Integrated User Verification is displayed.
Links to the documentation you need to set up IUV are displayed including the implementation
guide and sample code.

Figure 13 - Standard Integrated User Verification - Settings

3. Under the Details and Settings tabs, enter the required fields.
4. Click Apply.

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Managing Users
CREATING A SINGLE USER ACCOUNT
To manually create a single user account:
1. On the Main menu, go to:
Users » Users

Figure 14 - Users

2. Click the New button.

3. Enter the required information.

Figure 15 - Users (New)

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 4. From the drop-down list, select a Default Culture. The Default Culture determines the language
of correspondence the user will receive from ELMS such as the Order Confirmation email.
5. Set a verification expiration date.
6. Ensure users are placed in the appropriate User Group to be eligible to order software. For the
DreamSpark program, choose one or more of Students, Faculty or Staff.
7. Click the Save button.

Figure 16 - Users (New) - Details

The account is now created. On the expiry date above, the user will no longer be able to order software
that has been configured to be eligible to the Students group. The user will, however, be able to log in to
his/her account and download previously ordered software, providing the account is still active.

CHECKING A USER’S ACCOUNT VERIFICATION HISTORY

The verification history of a user’s account is available to view for the purposes of user support. For
example, a user might report that they cannot order a product that they think they should be able to. It is
possible that their account verification has expired or that the user does not belong to the appropriate
group.

To view the verification history for a user:

1. On the Main menu, go to:
Users » Users
2. Search for the Username.

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 Figure 17 - Users - Search Results

3. Click the Username link and then click the Verifications tab.

Figure 18 - Users Verifications

In the example above, this user account was verified using Manual By Administrator and the user
belongs to the Students user group.

To learn details about this verification, click the History link in the Status column. A record of the account
creation/verification is displayed.

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Figure 19 - Users History

CHANGING A USER’S PASSWORD

You can change the password for any user account.

To change a user’s password:

1. Search for the user’s account.
2. Click the Username link.
3. Click the Change Password tab.

Figure 20 - Users Change Password

4. Enter the New Password.

5. Confirm the password.
6. Click the Save button.
7. Communicate the change to the user.

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ADDING A USER GROUP TO A USER’S ACCOUNT
To add a User Group to a user’s account:
1. Search for the user’s account.
2. Click the Username link.
3. Click the Verifications tab.

Figure 21 - Adding a User to a User Group

4. Click the verification Type link. In this example it is Manual By Administrator.

Figure 22 - User Verification User Groups

5. Click the User Groups tab.

6. Click the Add button.
7. Select a group by clicking the check box beside the Name.

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 8. Click the OK button.
9. Click the Close button.

To delete a User Group from a user’s account:

1. On the User Verification User Groups page, select the group to delete by clicking the check
box beside the Name.
2. Click the Delete button.
3. Confirm the deletion by clicking the OK button.
4. Click the Close button.

ASSIGNING A USER TO AN ADMINISTRATIVE ROLE

To assign a user to an administrative role:
1. Search for the user’s account.
2. Click the Username link.
3. Click the Roles tab.

Figure 23 - Users Roles

4. Click the Add button. A list of roles is displayed.

5. Choose an appropriate role by clicking the check box beside the Role.
6. Click the OK button.

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 Figure 24 - Users Roles - Search Results

The user will have access to the administrative functionalities related to the role:

Table 2 - Role and Functionality

Role Functionality

DreamSpark Administrator Full access to all site functionality.

IUV Administrator Access to the functionality necessary to set-up LDAP

integration.

User Administrator Access to add/edit users and user groups as well as view orders
and reports.

Institutional Report Viewer Access to view WebStore reports.

The selected role is displayed in the user’s account, under the Roles tab.

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Figure 25 - Adding a User Role

PROVIDING ADDITIONAL DOWNLOADS FOR AN ITEM IN AN ORDER

To provide additional downloads for an item in an order:
1. Search for the user’s account.
2. Click the Username link.
3. Click the Orders tab.

Figure 26 - User Orders

4. Click the Order Number link.

5. Click the Items tab.

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 Figure 27 - User Order Items

6. Click the see usages link. Usages are the number of downloads assigned to an order.

Figure 28 - User Order Item Usages

 Initial Usages – The number of downloads initially provided

 Allowed Usages – The number of available downloads
 Usages – The number of times the user has completed the download

7. Select the product by clicking the check box beside the Product Name.
8. Click the Change Allowed Usages button.

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 Figure 29 - Change Allowed Usages

9. Enter the new number of allowed downloads

10. Click the OK button. The number of allowed usages changes.

Figure 30 - Allowed Usages Changed

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Managing User Groups
User groups are another way that you can manage your users. Since some offerings restrict ordering to
specific user groups, a user must be assigned to one or more user groups to be eligible to order offerings
on the WebStore. If you do not assign the user to a user group the user will only be eligible to order an
offering with no group restrictions.

The user groups configured for your organization are displayed when you open the User Groups page.
These user groups are public. You cannot delete them or change the name. You can add users to these
public user groups or you can base a new user group on an existing user group.

To view the user groups configured for your organization, go to:

Users » User Groups

Working with user groups requires several steps:

1. Create a new user group by basing it on an existing user group.
2. Add members to the group by adding them manually or importing a list of users.

BASING A NEW USER GROUP ON AN EXISTING USER GROUP

When you base a new user group on an existing user group, you are really adding another layer below an
existing group in the hierarchy. Basing a new user group on an existing group is useful when you need
more granularity in your organization than is provided by the default user groups.

For example, you may need restrictions based on departments. You could create a Grad Students user
group under the Students user group and members would be able to order offerings restricted to Students
or Grad Students and users who were only members of the Students group would not be able to order
offerings restricted to the Grad Students user group.

To add a user group for Grad Students that is based on the Students user group:
1. Click the New Based On button. The User Group Selection List page is displayed.
2. Click the check box beside the Students user group.
3. Click the OK button to add the user group and return to the previous page. Notice that a new
group named Student 1 has been created.

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 4. Click Student 1 and the User Group Details page is displayed where you can view or edit the
details of the new user group.
5. Change the name of your user group.
6. Note: You cannot make a new user group with the same name as a public user group.
7. If you are going to use IUV, the User Group Code field is mandatory and a code must be
created for this group. For this example, enter grad students.

If you select more than one public user group when creating new user groups based on existing ones, a
new user group will be created for each selection. For example, if you select Students, Faculty and Staff,
three new user groups will be created with the names Students 1, Faculty 1 and Staff 1.

DELETING USER GROUPS

A user group can only be deleted if there are no records related to the user group.

To delete a user group:

1. In the Search Results section, choose a user group to delete by clicking the check box beside
the Name.
2. Click the Delete button. You are prompted to confirm the deletion.
3. Click the OK button. The user group is deleted.

MANAGING THE MEMBERS OF A USER GROUP

You can manually manage members of a user group. On the Manage Members page you can search for
users in the group and change the expiry dates of some or all of the users.

To manage user group members:

1. On the User Groups page click the name of the user group for which you want to manage the
members.
2. Click the Manage Members tab. The Manage Members page is displayed.

From the Manage Members page, you can add users to the user group and change the expiry dates of
users.

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ADDING USERS TO A USER GROUP
Only users who have already been added to your organization can be added to a user group.

To add existing users to the user group:

1. Click the Add Existing Users button.
2. Search for all existing users by leaving the search criteria blank and clicking the Search button
or search for users by their Name, Role, User Status, User Group, and User Import Batch.
3. In the Search Results section, click the check box beside the user name of the user you want to
add.
4. Click the OK button.

CHANGING THE EXPIRY DATE

You can change the expiry date for a selection of users in the user group or change the expiry date of all
members of the group at one time.

To change the expiry date for a selection of users in the group:

1. Choose members whose expiry you want to change by clicking the check box beside the
Username.
2. Click the Change Expiry Dates button. The Change Expiry Dates window is displayed.
3. Enter an expiry date in the format of YYYY-MM-DD.
4. Click the OK button to accept the expiry date and return to the previous page. The expiry dates
are changed.

To change the expiry dates of all members in the group:

1. Click the Change All Members' Expiry Dates button. The Change Expiry Dates window is
displayed.
2. Enter an expiry date in the format of YYYY-MM-DD.
3. Click the OK button to accept the expiry date and return to the previous page. All the expiry
dates are changed.

Note: Only the expiry dates for the users within the context of the user group are changed.

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EXPORTING A LIST OF USERS
To export a list of users in the user group, click the link for the Organization User Details – Unformatted
report from the Manager Members tab. You can filter the report by User Status or by User Import
Batch.

If you want to export the list of users and you plan to use it for a user import, be sure to select the Format
for user import option before viewing the report. When checked, only the Username field is displayed.
The list can then be exported and imported again.

To view the report, click the View Report button. To export the report, expand the Export drop-down list
and choose your desired format.

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Managing Orders
As an administrator, you can search for orders that have been placed by shoppers and view details of the
order.

To find an order:
1. On the Main menu, go to:
Orders » Orders
2. Enter the search criteria and click the Search button. You can also find the order from the
User’s account by clicking the Orders tab.

CANCELLING AN ORDER
You can only cancel orders that are in a pending state. If you try to cancel an order that has been
finalized, your request will be rejected.

To cancel an order:
1. Select the order by clicking the check box beside the Order Number.
2. Click the Cancel Order button.

Figure 31 - Cancelling an Order

3. You are prompted to enter the reason for cancelling the order. Enter the details and click the OK
button.

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 Figure 32 - Cancel Order - Details

FINALIZING AN ORDER
This functionality is used in rare situations when the ordering process is not finalized for some reason
such as a session time-out or a computer freeze. When this happens, the order was not finalized but the
user cannot place another order for the same product until the original order has been finalized.

To finalize an order:
1. Select the order by clicking the check box beside the Order Number.
2. Click the Finalize button.

Figure 33 - Finalizing an Order

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RETURNING AN ORDER
In some cases, the user might want to return the item from the order that has been placed.

To return an order:
1. On the Orders page, search for the order you want to return.
2. Click the Items tab.

Figure 34 - Returning an Order

3. Select the Offering in the order to be returned by clicking the check box beside the Offering
Name.
4. Click the Return button.
5. You are prompted to enter the return reason. For free offerings, you do not have to select any
other option.

Figure 35 - Returning an Order - Details

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 6. Click the Return button
7. Click the Close button. The Returned column in the offering now displays a value of 1.

Figure 36 - Returning an Order Completed

Once returned, the order in the Your Account section will not allow the user to download the product or
view the product key. However, the user can order this product again.

RESHIPPING AN ORDER
This functionality is not available to a DreamSpark Program Administrator. If you need to reship a mail
order product, contact DreamSpark@[Link] for assistance.

If you select the offering and click the Reship button, you will get a message that “You are not
authorized to perform this action”.

PROVIDING A REPLACEMENT PRODUCT KEY (VOUCHER)

To provide a replacement product key (voucher):
1. On the Orders page, search for the order you want to return.
2. Click the Order Number link.

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 Figure 37 - User Orders - Order Number

3. Click the Items tab.

Figure 38 - User Order Items - Details

4. Click the Offering Name link.

5. Select the Vouchers tab. A voucher can be a product key, serial number or activation code. It
can be anything that is distributed to the user that assists in the installation or activation of a
product.

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 Figure 39 - Order Item Vouchers

6. Select the product by clicking the check box beside the Product Name.
7. Click the Issue Replacement Voucher button.

Once a product key has been replaced, the user will only see the new product key in the Your Account
section of the WebStore. The replaced key will be returned to Microsoft and marked for destruction. The
user should not attempt to use the replaced key even if they still know it.

IMPERSONATING A USER FOR SUPPORT PURPOSES

From time to time, to provide support and help for a user you will to impersonate the user and view the
WebStore and the account as if you are the user.

To impersonate a user:
1. On the Main menu, go to:
WebStore » Preview

Note: Make sure to select the tab and not the link on the WebStore Details page.

2. Click the Select button next to Impersonate User.

3. Search for and select the user.
4. Once you have returned to the Preview page, click the Preview button.

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 Figure 40 - WebStore Preview

A browser window opens and you are signed into the WebStore as if you are the selected user. You can
browse the WebStore and you can access his/her account information.

Note: You cannot impersonate a user who has been assigned to an administrative role.

PLACING BULK PROXY ORDERS/ISSUE LICENSES

If you have a group of users who need a software product, you can place a bulk proxy order for them. The
word proxy means that you are placing an order on behalf of someone else. The word bulk means that
you can do this for a list of users and a list of products.

To place a bulk proxy order, the recipients of the order must be imported into ELMS. The users can be
imported into ELMS before your place the bulk proxy order or during the process of placing the bulk proxy
order. Choose Import Batch during the bulk proxy order process. All users who were imported in that
batch will receive orders for the selected software titles. For instructions on importing a list of users, see
the Guidelines for Importing Users section.

WINDOWS 7 ORDERING RESTRICTIONS

Under the DreamSpark program, a user is entitled to only one copy of each individual product. Microsoft
has made an exception for Windows 7.

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Windows 7 has restrictions as to what versions and quantity can be ordered by a single user. These rules
apply when a user is placing an order on the WebStore as well as when an Administrator is placing a bulk
proxy order on behalf of users.
 A user is entitled to a maximum of 4 copies of Windows 7.
 A user is entitled to either Windows 7 or Windows 7 SP1 as they are considered the same
product. Choose only one in this order.
 A user is entitled to English versions of 32bit and 64bit as well as one more language of each
version. You can select English and one additional language in this order.

The order can be placed as follows:

Windows 7 32/64 bit (English) Windows 7 32/64 bit (non-English)

OR OR
+
Windows 7 SP1 32/64 bit Windows 7 SP1 32/64 bit (non-
(English) English)

On the WebStore, if the user is placing the order themselves and violates these rules, they will receive an
eligibility error message.

During a bulk proxy order, an order for a user contains all offerings that were selected. If one of the rules
is violated for an offering, including the rules above, the entire order for that user will fail during
processing.

To place a bulk proxy order:

1. On the Main menu, go to
Orders » Bulk Proxy Orders/Issue License

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 Figure 41 - Orders Bulk Proxy Orders/Issue License

2. Click the New button.

Figure 42 - Bulk Proxy Order (New)

3. Select the Offering(s) by clicking the Add button.

4. Select the User Import Batch by clicking Select button.

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5. If you want these orders to be test orders (no product key is distributed), check the Test Order
check box.
6. Enter a name for this bulk proxy order in the Description field.
7. Enter any Notes you want to record about this proxy order.
8. Click the Next button.
9. Confirm that the information you entered is correct.

Figure 43 - Confirm Bulk Proxy Order

10. Click the Proceed With Order button to start the process. The confirmation page is displayed.

Figure 44 - Bulk Proxy Order - Confirmation

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After the order is processed, check the status of your proxy order by searching for it in under Bulk Proxy
Orders.

Figure 45 - Bulk Proxy Order - Search Results

Depending on the number of users in the import batch file (should not exceed 10,000) , as well as the
number of offerings you chose for this bulk proxy order, the processing of the entire order could take a
significant amount of time – even hours. Keep checking back to track the progress.

In each of the user’s accounts that you imported, the order is displayed with (proxy order) noted in the
Total Amount column.

Figure 46 - User Orders - Proxy Order

If you do not import the list of users before you place a bulk proxy order, you can do it during the batch
order process. Think of it as the import process embedded in the batch proxy process.

To import a User Import Batch for a Proxy Order:

1. Beside the User Import Batch field, click the Select button.

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 Figure 47 - Bulk Proxy Order - User Import Batch

2. Click the Import button. The User Imports (New) page is displayed.

Figure 48 - User Imports - Search

3. See the Guidelines for Importing Users section for detailed instructions on importing users.
4. Choose the batch by clicking the radio button beside the Name.
5. Click the OK button.
6. Continue with the bulk proxy order.

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Managing Product Catalogs
SOFTWARE CATALOGS OFFERED ON THE WEBSTORE
When the WebStore is deployed for your organization, a set of default catalogs are made available. This
might vary depending on your region.

To see the default (or current) list of catalogs for your region, go to:
WebStore » Catalogs

The following is an example of the list of catalogs deployed for a North American organization:

Figure 49 - WebStore Catalogs

These catalogs contain offerings (products) in many different languages. You cannot remove a product
from the catalog, but you can define which language versions you want to make available for your users.
By default, the language of your culture plus the English language offerings are made available.

To check what offering languages are currently available in your catalogs:

1. On the Main menu, go to
WebStore » Languages
2. Scroll down to display the Offering Languages.

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 Figure 50 - WebStore Catalogs - Offering Languages

3. Add or remove languages in this list by using the Add and Remove buttons.

Figure 51 - Offering Languages - Details

4. Click the Save button.

If the offering is available in the selected language, it will be displayed on the WebStore. If there is more
than one language offering available, the different language offerings will be separated in tabs.

Note: The offering language selection you make applies to ALL catalogs on your WebStore.

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Figure 52 - WebStore - Offering Languages

ADDING AND CONFIGURING A CAMPUS HOSTED CATALOG

You may want to host software files locally on your own server.

To host the Campus Hosted Catalog on your own server:

1. On the Main menu, go to
WebStore » Catalogs
2. Click the Add button.

Figure 53 - Adding a Campus Hosted Catalog

3. Select the Campus Hosted Catalog by clicking the check box.

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 Figure 54 - Campus Hosted Catalog - Details

4. Click the OK button.

This catalog is now added to your organization, but it is not yet active.

To make campus hosted offerings available to your community you need to:
1. Configure your hosting location (web server URL).
2. Get (download) the files for the offerings you want to host.
3. Transfer the files to your configured hosting location.
4. Select the Offerings for your Campus Hosted catalog.
5. Activate your Campus Hosted catalog.

CONFIGURING YOUR HOSTING LOCATION (WEB SERVER URL)

To configure the hosting location for your Campus Hosted catalog:
1. On the WebStore Catalogs page, click the Configure link in the Actions column.

Figure 55 - Configuring Campus Hosted Catalog

2. Enter the Hosting Location Display Name and a Hosting Location.

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 Figure 56 - Configuring Campus Hosted Catalog - Details

3. Click the OK button.

The current Offering Count (product count) is zero. The catalog exists but now you must add offerings
that you want to host locally and then activate the catalog.

Figure 57 - Campus Hosted Catalog Added

GETTING (DOWNLOADING) THE FILES FOR THE OFFERINGS YOU

WANT TO HOST
To download files for the offerings you want to host:
1. On the WebStore Catalogs page, click the Get Files link.

Figure 58 - Get Files Link

Note: If you do not see the Get Files link, you have not yet configured the catalog’s hosting
location. See the Configuring Your Hosting Location (Web Server URL) section above.

2. Search for the offerings you want to add to this catalog.

3. Download the file(s) by clicking the Download link for each file.

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 Figure 59 - Get Files - Download Link

4. When you finish downloading all the files you need, transfer them to the hosting location you
have configured.

You are now ready to select the offerings from the Campus Hosted catalog and make the catalog active.

SELECTING THE OFFERINGS FOR YOUR CAMPUS HOSTED

CATALOG
The file count in your Campus Hosted catalog is still zero and the catalog is still inactive. To make the
catalog active, you will need to add at least one offering to it. Before activating offerings, you should host
the files.

To add an offering to the campus hosted catalog:

1. On the WebStore Catalogs page, click the Manage Offerings link.
2. Click the Include button and search for the offering.

Figure 60 - Campus Hosted Catalog - Offerings

3. Select the offering you want to add to this catalog by clicking the check box beside the Name.

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 4. Click the OK button.
5. Continue selecting the offerings by clicking the check box beside the Name.

Figure 61 - Offerings - Search Results

6. Click the Close button.

Note: If you added one offering, your catalog is now active with an offering count of 1

Figure 62 - Offering Count

ACTIVATING YOUR CAMPUS HOSTED CATALOG

To activate your campus hosted catalog:
 On the WebStore Catalogs page, if you have not already done so, click the Activate link
beside Campus Hosted Catalog. This will make these offers available on the WebStore and
when a user downloads the software after ordering, they will then have the option to choose
the hosting location you configured.

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DELETING OFFERINGS FROM A CAMPUS HOSTED CATALOG
You can add and delete offerings in a Campus Hosted catalog, as required.

To delete an offering:
1. On the WebStore Catalogs page, click the Manage Offerings link.
2. Select the Offering you want to delete by clicking the check box beside the Name.

Figure 63 - Deleting Offerings from Campus Hosted Catalog

3. Click the Delete button.

When all offerings are deleted, the Campus Hosted catalog becomes inactive and the Offering count is
back to zero:

Figure 64 - Inactive Campus Hosted Catalog

If an offering is deleted from a catalog or if the whole catalog is made inactive and a user downloads
software from your account, they will be downloading from the Kivuto hosting location.

If you want to include the offering again or reactivate the catalog, all downloads will again originate from
the campus hosting location that you configured.

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DEACTIVATING THE CATALOG
At any point, you can deactivate the Campus Hosted Catalog.

To deactivate the catalog:

1. On the WebStore Catalogs page, click the Deactivate link.
2. A message is displayed asking you to confirm the deactivation.

Figure 65 - Deactivating a Catalog

3. Confirm the deactivation by clicking the OK button.

The catalog is no longer active, however the offerings that you have selected remain in the catalog. The
next time you want to activate this catalog, you can use the same offering list or you can manage new
offerings.

ACTIVATING THE CATALOG

At any point, you can activate the Campus Hosted Catalog that is in Inactive state.

To activate the catalog:

1. On the WebStore Catalogs page, click the Activate link.

Figure 66 - Activate Link

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 2. The catalog becomes active, with offerings that you have previously selected.

Figure 67 - Active Campus Hosted Catalog

Important: If you want to activate the catalog with a different list of Offerings, download and host the files
and select those offerings before activating the catalog.

ADDING AND CONFIGURING A CUSTOM DELIVERY CATALOG

Configure a custom delivery method when you want your users to order software through ELMS but you
want the distribution of the software to take place outside of ELMS. This method allows you to name your
own delivery method and add text to inform your users about how the delivery method works. For
example, you may want to allow your users to pick up the software from a location rather than having to
download the software.

To make a Custom Delivery catalog available:

1. Add a custom delivery catalog.
2. Configure a custom delivery method.
3. Add offerings to your custom delivery catalog.

ADDING A CUSTOM DELIVERY CATALOG

To add a custom deliver catalog:
1. On the Main menu, go to
WebStore » Catalogs
2. Click the Add button.
3. Select the Custom Delivery Catalog by clicking the check box beside the Name.

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 Figure 68 - Adding Custom Delivery Catalog

4. Click the OK button.

Figure 69 - Custom Delivery Catalog Added

The catalog is inactive with no Offerings selected.

CONFIGURING A CUSTOM DELIVERY METHOD

1. Click the Configure link for this catalog.

Figure 70 - Configuring Custom Delivery Method

2. Enter the custom delivery information.

3. Click the Apply button.
4. Click the OK button.

This catalog will remain Inactive until you add offerings.

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ADDING OFFERINGS TO YOUR CUSTOM DELIVERY CATALOG
1. Click the Manage Offerings link.

Figure 71 - Manage Offerings Link

2. Search for the offerings you want to add to this catalog.

Figure 72 - Custom Delivery - Search Results

3. Select offerings by clicking the check box beside the Name.

4. Click the Close button.

The catalog is now active with one offering in it.

Figure 73 - Active Custom Delivery Catalog

You can add and delete offerings, as required. When all offerings are deleted from this catalog, it
becomes inactive. You can also deactivate the whole catalog by clicking the Deactivate link in the
Actions column.

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Offerings of this delivery type are displayed along with other offerings on your WebStore. They do not
replace download offerings. The example below shows the Pick-up delivery method that was configured
in a custom delivery catalog.

Figure 74 - WebStore - Pick-up

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Managing Organization configuration Settings
To view and change the configuration of your organization, go to:
Organization » Organization

Based on your deployment, some fields will be filled in. You can modify any information on this page
except the fields that are grayed-out. If you want to change a non-editable field, contact
DreamSpark@[Link] for assistance.

The following is an example of an Organization Details page.

Figure 75 - Organization Details

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Managing WebStore Configuration Settings
The WebStore menu options allow you to modify how your WebStore works and what your users see on
the WebStore. Some configurations are managed by Kivuto, however, depending on your administrative
role, you can make many changes yourself.

WEBSTORE DETAILS
To customize the configuration of your WebStore, go to:
WebStore » Details

Figure 76 - WebStore Details

To customize your WebStore:

1. Click the check box beside the option you want.
2. Click the Save button.

You can also add custom text and images to your WebStore. These functions will be explained later.

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PREVIEWING THE WEBSTORE
You can preview any changes you make to the custom text or settings of the WebStore as well as any
images you may have added.

To preview the WebStore, go to:

WebStore » Details and click the Preview link.

Figure 77 - WebStore Details Preview

A new browser window opens displaying your WebStore with the changes applied.

ADDING CUSTOM TEXT TO YOUR WEBSTORE

You can customize WebStore text as well as the appearance of the WebStore. For example, by default
on the Sign In page the label for the username is Username (email address). You can change this label to
match what the user will actually enter. It may be their email address or perhaps a Student ID.

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Figure 78 - Adding Custom Text

It is highly recommended that you change the content of this default label as it could cause confusion to
your users.

To change this label from Username (email address) to Student ID:

1. On the Main menu, go to
Miscellaneous » Custom Text
2. Click the Add button.
3. Select WebStore: Label for Username used in a variety of locations.
4. Click the OK button. The Custom Text page is displayed.
5. Click the WebStore: Label for Username used in a variety of locations link.

Figure 79 - Custom Text Username Label

6. Enter the text you want to display.

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 Figure 80 - Custom Text Details

7. Click the Save button.

To preview the change to the label:

1. Sign out of the WebStore.
2. Go to the Sign In page. The new label is displayed.

Figure 81 - Custom Text Results Displayed

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CREATING CUSTOM TEXT IN DIFFERENT LANGUAGES
Every time you create custom text in ELMS, if your WebStore has been configured to be viewed in
different cultures or languages, you will need to provide the localized content for each language. The
default content is replaced with the content you entered.

If the localized content does not exist in the language in which the site is viewed, the content is displayed
in a default language.

You can set localized content and a default language by clicking the Languages button in the Custom
Text window.

ADDING A WEBSTORE WELCOME PAGE AND CUSTOMIZING THE

CONTENT
To add a Welcome page to your WebStore:
 On the WebStore Details page, click the Uses welcome page check box.

MODIFYING THE CUSTOM TEXT ON A WELCOME PAGE

To modify the custom text on your welcome page:
1. On the Main menu, go to
Miscellaneous » Custom Text
2. Click the Add button.

Figure 82 – Adding Welcome Page Custom Text

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 3. Click the WebStore: Welcome page: Content check box. The Custom Text page is displayed.

Figure 83 - Customizable Text – WebStore Welcome Page

4. Enter the custom text you want for your WebStore.

5. Click the Save button.

The following is an example of the default Welcome page text which you can customize:

Figure 84 - Custom Text - Welcome Page content

At any point, you can display the default text instead of the customized text.

To display the default text:

1. On the Custom Text page, click the check box beside the custom text you want.
2. Click the Delete button.

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 Figure 85 - Custom Text - Default Text

APPLYING A CUSTOM IMAGE TO A WELCOME PAGE

To apply a custom image to a Welcome page:
1. On the Main menu, go to
WebStore » Attachments
2. Click the New button.
3. From the drop-down list, select Welcome Page Image.

Figure 86 - Attachment (New)

4. Select an image size that will fit the screen without compromising the Welcome text.
5. Click the OK button.

The following is an example of where the Welcome page image is displayed in the WebStore.

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Figure 87 - WebStore Welcome Page Displayed

CHANGING THE WEBSTORE LOGO, STYLE SHEET AND OTHER

CUSTOM SETTINGS
Once you have customized the sign in username label and added a Welcome page with text, you may
want to change the main WebStore logo or the style sheet to match your organization’s branding.

To add a logo or a style sheet:

 On the Main menu, go to
WebStore » Attachments

By default, the DreamSpark WebStore logo and style sheet are applied:

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Figure 88 - WebStore Attachments

You can change the logo and the style sheet or add a Welcome page image as well other images. If you
want to replace the current attachment, make sure you delete the existing one first.

To change an attachment:
1. On the WebStore Attachments page, click the New button.
2. From the drop-down list, select the type of attachment you want to add.

Figure 89 - Changing WebStore Attachments

3. Browse for a file name.

4. Click the Save button.
5. Preview your changes.

In addition to changing some of the default cascading style sheet settings, you can also customize other

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settings such as page and background color.

To change the page background color or page link color:

1. On the Main menu, go to
WebStore » Settings
2. Adjust the colors of your WebStore as desired.

Figure 90 - WebStore Settings

3. Click the Save button.

4. Preview your changes.

CHANGING THE WEBSTORE CULTURE (LANGUAGE) OR ADDING

ADDITIONAL CULTURES
By default, upon deployment your WebStore can be viewed by your users in your default language. In the
administration website, this is referred to as a culture. A culture defines not only the language but any
rules for displaying certain text elements. For example, in English, a date, when displayed in long form is
displayed as June 25, 2011 – or MMM DD, YYYY. In French, a date is displayed as 25 Juin 2011 – or DD
MMM YYYY.

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To offer your WebStore to your users in different cultures (languages):
1. On the Main menu, go to
WebStore » Languages
2. Click the Add or Remove button to add or remove cultures.

Figure 91 - WebStore Languages - Cultures

The first culture in the list is the default culture for the WebStore for all users. If you offer more than one
WebStore culture, users can select a different language on the WebStore by clicking the current language
at the top of the page. When more than one language is defined for a WebStore, the current language is
a link.

The currency is pre-selected based on your organization’s country.

The following is a Welcome page with the English culture displayed:

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Figure 92 - WebStore with English Culture Displayed

Change the culture by clicking the current language:

Figure 93 - Change the WebStore Language

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The following is a Welcome page with the Spanish culture displayed:

Figure 94 - WebStore with Spanish Culture Displayed

ADDING FEATURED PRODUCTS TO YOUR WEBSTORE

The Featured tab is displayed on the software page of the WebStore as the first category above the
Popular tab. The product(s) are displayed as soon as this page is displayed. Alternatively, featured
products can be viewed by clicking the Featured link in the categories list. If you have no featured
products defined, this category will not display.

The following is an example of a WebStore with one featured product.

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Figure 95 - WebStore Featured Product Displayed

To add Featured products to your WebStore:

1. On the Main menu, go to
WebStore » Featured
2. Click the Add button. The Featured Products page is displayed.
3. Select the products you want to feature by clicking the check box beside the Name.

Figure 96 - WebStore Featured

4. Once you have chosen all the products you want to feature, click the OK button.

To remove a featured product:

1. Select a featured product to remove from your WebStore by clicking the check box beside the
Name.
2. Click the Remove button.

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MANAGING ANNOUNCEMENTS
Announcements are displayed on the Welcome page and/or the software page.

To create an announcement:
1. On the Main menu, go to
WebStore » Announcements

Figure 97 - WebStore Announcements

2. Click the New button.

3. Enter the Title of the announcement.
4. Enter the Content of the announcement. Use the formatting controls to change the look and
feel of the content.
5. Enter a Start Date and Time and End Date and Time.

 The start date and end date are optional.

 If you do not enter the start date and end date, the announcement is displayed on your
WebStore until you delete it.
 If you enter the start date and end date and time, the announcement is displayed only
during that time. The announcement is Active until the date and time expire and then it will
be Inactive.

6. Click the OK button to save the announcement.

The following is an example of an announcement on the Welcome page:

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Figure 98 - WebStore Announcement on Welcome Page

The following is an example of an announcement on the Software page:

Figure 99 - WebStore Announcement on Software Page

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Create as many announcements as you need for your WebStore.

Some announcements that are displayed on your WebStore are added by Kivuto. These announcements
cannot be modified.

CUSTOMIZING SUPPORT CONTACT INFORMATION

Users can access the Help section for the WebStore by clicking the Help link at the top of the WebStore
page.

Figure 100 - WebStore Help Displayed

For additional help, users can contact Support by clicking the Contact Us link at the bottom of the page.

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Figure 101 - WebStore Contact Us Displayed

Clicking the Contact Us link displays the Contact Us page.

Figure 102 - WebStore - Contact Customer Support

By default, the Contact Us page only contains a link to a web form. Once the user fills out the web form,
an email is sent to the Program Administrator for the site.

To customize the information on the Contact Us page as well as define who the web form email
should be sent to:
1. On the Main menu, go to
WebStore » Support

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 2. Edit the Support information as required.
3. Click the Save button.

Note: The text at the top of the Contact Us page (Click the Contact Customer Support link below to fill in a
form with your question or issue. This form will be sent to your Program Administrator.) cannot be
changed or removed.

More detailed information as well as specific examples for this feature can be found within the
Administration website Help section.

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Reports
The Reports page displays all of the reports that are available to your assigned administrative role. Filter
this list by entering search criteria to narrow the list displayed.

To display a list of available reports, go to:

Reports

RUNNING A REPORT
To run a report:
1. Click Reports. The list of available reports is displayed.

Figure 103 - Reports

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 2. Select a report by clicking the Report Name. The report description as well as the search
criteria for that report is displayed.
3. Enter the start and end date and other filtering properties
4. Click View Report. The report is displayed. For some reports, this may take a few minutes.

Figure 104 - Report Details

PRINTING AND EXPORTING A REPORT

You can print a report using the printer button or export a report in the following formats:
 XML file with report data
 CSV: Comma Separated Values
 PDF
 MHTML (web archive)
 Excel
 TIFF file
 Word

ELMS also provides unformatted versions of most reports.

Figure 105 - Unformatted Reports

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Unformatted versions have been optimized to allow an export to CSV or Microsoft Excel allowing you to
easily manipulate the data.

To print or export a report in a different format:

1. On the report task bar, click the export icon.

Figure 106 - Selecting Report Format

2. From the Export drop-down list and choose your desired format. A new window opens.
3. You are prompted to Open, Save or Cancel.
4. Your report is displayed in the selected format.

Figure 107 - Report Selected Format Displayed

If you selected the unformatted version of the report, once exported to Excel or CSV, the reports do not
include all the special formatting displayed in Figure 107 above. The unformatted version allows you to
manipulate the data more easily.

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Figure 108 - Unformatted Report Displayed

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Support
If you require more information about any of the topics found in this document, refer to the online help
system within the Administration website. Further help can be obtained by sending an email to
DreamSpark@[Link].

Include the following information in your email:

 Customer Name
 Contact Name
 Contact Email
 Contact Phone
 ELMS Account Number
 Detailed description of the problem or request for information

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