ProgressBook
CentralAdmin
User
Guide
Software Answers, Inc. www.progressbook.com © 2013 Software Answers, Inc. All Rights Reserved. All other company and product names included in this material may be Trademarks, Registered Trademarks or Service Marks of the companies with which they are associated. Software Answers, Inc. reserves the right at any time and without notice to change these materials or any of the functions, features or specifications of any of the software described herein.
Change Log
The following Change Log explains by Product Version, Heading, Page, and Reason where changes in the ProgressBook CentralAdmin User Guide have been made.
Product
Version Heading Page Reason
Table of Contents
Change Log
i
Welcome to CentralAdmin
1
Find the Information You Need ...1
Access CentralAdmin...1
Sign In to CentralAdmin ...2
Sign Out of CentralAdmin ...3
Use CentralAdmin Help ...4
CentralAdmin Management
5
Understand Security Access...5Customize Sign In Screen ...6
Change Your Password ...6
Manage Domains...7
Create Windows (Active Directory) Domains ...8
Create ProgressBook (Non-Active Directory) Domains ...9
Edit Domain Names (ProgressBook, Non-Active Directory Only)...10
Delete Domains ... 11
Manage Accounts ...12
Create Accounts ...12
Create Windows (Active Directory) Accounts 12 Create ProgressBook (Non-Active Directory) Accounts 14 Replace Accounts ...17
Delete Accounts ...19
Disable Accounts ...20
Enable Accounts ...21
Reset Passwords (ProgressBook, Non-Active Directory Accounts Only) ...22
Unlock Accounts (ProgressBook, Non-Active Directory Accounts Only) ...24
Manage Profiles ...25
Create Profiles ...25
Edit Profiles ...27
Manage User Roles ...28
Create User Roles ...28
Edit User Roles ...30
Delete User Roles ...34
Manage Vendors...35
Add Vendors ...36
Edit Vendors...37
Generate New Vendor Keys ...39
Delete Vendors ...40
Manage ProgressBook Applications ...41
Register Applications ...41
Edit Applications ...43
Generate New Application Keys ...43
Unregister Applications ...44
Welcome to CentralAdmin
CentralAdmin is the security management application for the ProgressBook suite. As an administrator, use CentralAdmin to control your users’ ability to access each ProgressBook application. Once users have access, each application’s security settings control what they can do in the application.
Note the following important CentralAdmin terminology:
• Account – A user account authenticated either through Windows (Active Directory) or ProgressBook (Non-Active Directory); gives users the ability to sign in to CentralAdmin and access all of their registered applications in the ProgressBook suite (See “Manage Accounts.”)
• Profile – A staff member’s name and email address (See “Manage Profiles.”)
• Role – Security setting controlling what users can do in CentralAdmin Management. (See
“Manage User Roles.”)
Note: Many ProgressBook users do not have any CentralAdmin role.
Find the Information You Need
The following sources of information are available to help you use CentralAdmin:
• CentralAdmin Help – (Currently under construction) For more information, see “Use CentralAdmin Help.”
• Knowledge Base – To access the ProgressBook Suite Knowledge Base, click
http://kb.progressbook.com. The Knowledge Base contains the following documentation:
• CentralAdmin release notes
• CentralAdmin product guides
• Knowledge Base articles
Access CentralAdmin
There are two ways to access CentralAdmin:
• If you are already signed in to another ProgressBook application, on the banner beside the application’s logo, click the application quick launch icon, and then click
CentralAdmin.
• If you are not already signed in to ProgressBook, you must sign in. See “Sign In to CentralAdmin.”
Sign In to CentralAdmin
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Sign-In
1. In a web browser, enter your technology center’s CentralAdmin URL. The ProgressBook CentralAdmin sign in screen displays.
2. Select your Domain, and then enter your User Name and Password. 3. Click Sign In.
CentralAdmin opens, and you are signed in to all of your registered ProgressBook applications. If an application’s logo is slightly transparent, it is not one of your registered applications.
CentralAdmin Logo on StudentInformation Banner Drop-Down List
4. Optional: To open any registered application, click the application’s logo.
The application opens in another window or tab, depending on your browser’s settings.
Sign Out of CentralAdmin
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Sign-Out
To prevent unauthorized use, ProgressBook automatically signs you out after a period of
inactivity, the length of which you can define on the Settings screen. (See “Manage User Account Settings.”) The timer calculating inactivity is reset each time you perform an activity anywhere in the ProgressBook suite.
You should manually sign out of CentralAdmin if you plan to leave your computer unattended for any length of time where someone might have access to it. To sign out, on the banner, in the user drop-down list, click Sign Out.
The CentralAdmin sign out screen displays, confirming that you are signed out of all ProgressBook applications.
ProgressBook Applications
Sign Out of CentralAdmin
Registered Applications Unregistered Application
Use CentralAdmin Help
Note: Help is currently under construction.
You can use online help in the following ways:
• Browse the Contents for specific topic titles.
• Enter keywords in the Index to search for information.
• Type a word or phrase in the Search field to return a list of possible help topics. Sign Out Confirmation Screen
CentralAdmin Management
You can perform the following management functions in CentralAdmin if your role has full access. To determine which screens and functions you can access based on your role, see “Understand Security Access.”
• “Customize Sign In Screen”
• “Change Your Password”
• “Manage Domains”
• “Manage Accounts”
• “Manage Profiles”
• “Manage User Roles”
• “Manage Vendors”
• “Manage ProgressBook Applications”
• “Manage User Account Settings”
Understand Security Access
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/CA-Mgmt
The CentralAdmin Management screen (accessed by selecting CentralAdmin Management
from the user drop-down list) displays the screens to which you have access based on your user role.
CentralAdmin Management Screen
Items appear based on your user role.
Customize Sign In Screen
On the CentralAdmin sign in screen, you can display customized information to your users, including graphics, links and informational messages. You customize this screen using HTML code.
1. In your Central website folder, navigate to the Custom subfolder. 2. Locate and open the file SignIn.html.
3. Edit the HTML code you want to display on the CentralAdmin sign in screen. 4. Save the file.
Change Your Password
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Change-Password
Change the password on your own account.
Note: For information on resetting another user’s password, see “Reset Passwords (ProgressBook, Non-Active Directory Accounts Only).”
1. On the banner, in the user drop-down list, click Change Password.
The Change Password screen displays.
2. Enter your Current Password and your chosen New Password. 3. In the Confirm New Password field, re-enter the new password. 4. Click Change Password.
Manage Domains
Domains are account groups. When users sign in to ProgressBook, the domain represents their school district. You can set up different types of domains in CentralAdmin based on how you want to manage accounts and authenticate users.
• To create a domain to group user accounts that you want to authenticate through Windows (Active Directory), see “Create Windows (Active Directory) Domains.”
Change Password Option
• To create a domain to group user accounts that you want to authenticate through ProgressBook (Non-Active Directory) using credentials you store in CentralAdmin, see
“Create ProgressBook (Non-Active Directory) Domains.”
• To edit domain names (ProgressBook, Non-Active Directory domains only), see “Edit Domain Names (ProgressBook, Non-Active Directory Only).”
• To delete domains, see “Delete Domains.”
Create Windows (Active Directory) Domains
To view videos of these procedures, go to:
http://www.progressbook.com/Videos/CA/Select-Domain
http://www.progressbook.com/Videos/CA/Create-Windows-Domain
Create domains in CentralAdmin to group user accounts authenticated through Windows (Active Directory).
1. On the Domains screen, click Create, and select “Windows Domain (Active Directory).”
The Create Windows Domain screen displays, listing any existing Windows domain(s) on your system.
2. In the row of the domain you want to create in CentralAdmin, click Create. Create Windows Domain
Create ProgressBook (Non-Active Directory) Domains
To view videos of these procedures, go to:
http://www.progressbook.com/Videos/CA/Select-Domain http://www.progressbook.com/Videos/CA/Create-PB-Domain
Create domains to group user accounts authenticated through ProgressBook (Non-Active Directory).
1. On the Domains screen, click Create, and select “ProgressBook Domain (Non-Active Directory).”
The Create ProgressBook Domain screen displays. 2. Enter a Name for the domain.
Create Windows Domain Screen
3. Click Create.
Edit Domain Names (ProgressBook, Non-Active Directory Only)
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Edit-PB-Domain
Edit the name of ProgressBook (Non-Active Directory) domains.
Note: You cannot edit the name of Windows (Active Directory) domains.
1. On the Domains screen, next to the domain whose name you want to edit, click Actions, and select “Edit.”
The Edit ProgressBook Domain screen displays.
Create ProgressBook Domain Screen
2. Update the Name of the domain. 3. Click Save.
Delete Domains
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Delete-Domain
Note: You cannot delete a domain to which you are currently signed in.
1. On the Domains screen, next to the domain you want to delete, click Actions, and select “Delete.”
2. On the Confirm window, click Yes.
Edit ProgressBook Domain Screen
Manage Accounts
To view a videos of this procedure, go to:
http://www.progressbook.com/Videos/CA/Select-Account-Type
An account allows users to sign in to CentralAdmin and access all of their registered applications in the ProgressBook suite.
This section explains how to perform the following maintenance tasks for accounts:
• “Create Accounts”
• “Replace Accounts”
• “Delete Accounts”
• “Disable Accounts”
• “Enable Accounts”
• “Reset Passwords (ProgressBook, Non-Active Directory Accounts Only)”
• “Unlock Accounts (ProgressBook, Non-Active Directory Accounts Only)”
Create Accounts
You can set up different types of accounts based on domain type. (For an explanation of domains, see “Manage Domains.”)
Note: You can also create a profile for a user who does not yet have an account.
See “Create Profiles.”
• To create accounts for users in a Windows (Active Directory) domain, see “Create Windows (Active Directory) Accounts.”
• To create accounts for users in a ProgressBook (Non-Active Directory) domain, see
“Create ProgressBook (Non-Active Directory) Accounts.”
Create Windows (Active Directory) Accounts
To view videos of these procedures, go to:http://www.progressbook.com/Videos/CA/Create-Windows-Account http://www.progressbook.com/Videos/CA/Create-Profile
Create accounts in which you authenticate users through Windows (Active Directory). Confirm Delete
Note: CentralAdmin does not create the accounts in the Active Directory. The
Active Directory accounts must already exist before you complete the following steps.
1. On the Staff screen, click Create.
The Create Staff - Account Information screen displays.
2. In the Account Type option, select “Windows (Active Directory).” Create Account
3. In the Domain drop-down list, select the Windows (Active Directory) domain to which you want to add this user account.
4. In the UserName field, enter the staff member’s Windows (Active Directory) user name for the selected domain.
5. Click Next.
The Create Staff - Profile Information screen displays.
6. Enter the staff member’s First Name, Middle Name (optional) and Last Name. 7. Optional: Enter the staff member’s Email Address.
8. To assign the staff member one or more user roles, in the User Roles area, select the appropriate check box beside each role.
Note: If you do not assign the staff member a user role, the user does not have
access to CentralAdmin Management but does have the ability to access ProgressBook applications.
9. Click Finish.
Create ProgressBook (Non-Active Directory) Accounts
To view videos of these procedures, go to:http://www.progressbook.com/Videos/CA/Create-PB-Account http://www.progressbook.com/Videos/CA/Create-Profile
Create accounts in which you authenticate users through ProgressBook (Non-Active Directory). 1. On the Staff screen, click Create.
The Create Staff - Account Information screen displays. Create Account
2. In the Account Type option, select “ProgressBook (Non-Active Directory).”
3. In the Domain drop-down list, select the ProgressBook (Non-Active Directory) domain to which you want to add this user account.
4. Enter the staff member’s UserName and Password for the selected domain. 5. In the ConfirmPassword field, re-enter the password.
6. For the ForcePasswordChange option, select one of the following:
• Yes - Requires the staff member to change his/her password after first login
• No - Does not require the staff member to change his/her password after first login 7. Click Next.
The Create Staff - Profile Information screen displays.
8. Enter the staff member’s First Name, Middle Name (optional) and Last Name. 9. Optional: Enter the staff member’s Email Address.
10. Optional: To assign the staff member a user role, in the User Roles area, select the appropriate check box.
Note: If you do not assign the staff member a user role, the user does not have
access to CentralAdmin Management but does have the ability to access ProgressBook applications.
11. Click Finish.
Replace Accounts
To view videos of these procedures, go to:
http://www.progressbook.com/Videos/CA/Search-Account http://www.progressbook.com/Videos/CA/Edit-Account
Replace an existing account with a new account.
Note: If the staff member is signed in to ProgressBook and you replace the
account, his/her session is terminated.
1. On the Staff screen, locate the staff member whose account you want to replace.
Note: If needed, search for the staff member using the search box at the top of
the list. You can search by first name, last name, email address, user name and domain.
2. Next to the staff member’s name, click Actions, and select “Edit Account.”
The Edit Account screen displays. Details of the existing account display in the Current Account Information section.
3. In the New Account Information section, set up the replacement account as follows:
• To create a ProgressBook (Non-Active Directory) account as the replacement account:
i. In the Account Type option, select “ProgressBook (Non-Active Directory).” ii. In the Domain drop-down list, select the ProgressBook (Non-Active Directory)
domain to which you want to add this user account.
iii. Enter the staff member’s UserName and Password for the selected domain. iv. In the ConfirmPassword field, re-enter the password.
v. For the ForcePasswordChange option, select one of the following:
• Yes - Requires the staff member to change his/her password after first login
• No - Does not require the staff member to change his/her password after first login
• To create a Windows (Active Directory) account as the replacement account: i. In the Account Type option, select “Windows (Active Directory).”
ii. In the Domain drop-down list, select the Windows (Active Directory) domain to which you want to add this user account.
iii. In the UserName field, enter the staff member’s Windows (Active Directory) user name for the selected domain.
4. Click Save.
5. On the Confirm window, click Yes.
Delete Accounts
To view videos of these procedures, go to:
http://www.progressbook.com/Videos/CA/Search-Account http://www.progressbook.com/Videos/CA/Edit-Account
Delete an existing account.
Note: If the staff member is signed in to ProgressBook and you delete the
account, his/her session is terminated.
1. On the Staff screen, locate the staff member whose account you want to delete.
Note: If needed, search for the staff member using the search box at the top of
the list. You can search by first name, last name, email address, user name and domain.
2. Next to the staff member’s name, click Actions, and select “Edit Account.” The Edit Account screen displays.
Confirm Edit
3. In the New Account Information section, in the Account Type option, select “No Account.”
4. Click Save.
5. On the Confirm window, click Yes.
Disable Accounts
To view videos of these procedures, go to:
http://www.progressbook.com/Videos/CA/Search-Account http://www.progressbook.com/Videos/CA/Disable-Account
Edit Account Screen
Disable an existing account so the user can no longer use ProgressBook.
Note: If users are signed in to ProgressBook when you disable their account, the
system signs them out.
1. On the Staff screen, locate the staff member whose account you want to disable.
Note: If needed, search for the staff member using the search box at the top of
the list. You can search by first name, last name, email address, user name and domain.
2. Next to the staff member’s name, click Actions, and select “Disable Account.” 3. On the Confirm window, click Yes.
The account is disabled, and the user cannot sign in to ProgressBook.
Enable Accounts
To view videos of these procedures, go to:
http://www.progressbook.com/Videos/CA/Search-Account http://www.progressbook.com/Videos/CA/Enable-Account Disable Account
Enable a disabled account so the user can sign in to ProgressBook.
1. On the Staff screen, locate the staff member whose account you want to enable.
Note: If needed, search for the staff member using the search box at the top of
the list. You can search by first name, last name, email address, user name and domain.
2. Next to the staff member’s name, click Actions, and select “Enable Account.” The account is enabled, and the user can sign in to ProgressBook.
Reset Passwords (ProgressBook, Non-Active Directory Accounts
Only)
To view videos of these procedures, go to:
http://www.progressbook.com/Videos/CA/Search-Account
http://www.progressbook.com/Videos/CA/Reset-Password-PB-Account
Reset a user’s password. You can perform this action for ProgressBook (Non-Active Directory) accounts only.
Note: For information on changing your own password, see “Change Your Password.”
1. On the Staff screen, locate the staff member whose password you want to reset.
Note: If needed, search for the staff member using the search box at the top of
the list. You can search by first name, last name, email address, user name and domain.
2. Next to the staff member’s name, click Actions, and select “Reset Password.” The Reset Password screen displays.
3. In the NewPassword field, enter a new password for the user. 4. In the ConfirmNewPassword field, re-enter the new password. 5. For the ForcePasswordChange option, select one of the following:
• Yes - Requires the staff member to change his/her password after first login
• No - Does not require the staff member to change his/her password after first login. 6. Click Reset Password.
Reset Password
Unlock Accounts (ProgressBook, Non-Active Directory Accounts
Only)
To view videos of these procedures, go to:
http://www.progressbook.com/Videos/CA/Search-Account http://www.progressbook.com/Videos/CA/Unlock-PB-Account
Unlock a user’s account after the user exceeds the invalid credentials attempt limit. You can perform this action for ProgressBook (Non-Active Directory) accounts only.
1. On the Staff screen, locate the staff member whose account you want to unlock.
Note: If needed, search for the staff member using the search box at the top of
the list. You can search by first name, last name, email address, user name and domain.
2. Next to the staff member’s name, click Actions, and select “Unlock Account.” 3. On the Confirm window, click Yes.
The account is unlocked, and the user can sign in to ProgressBook. Unlock Account
Manage Profiles
Profiles consist of a user’s name and email address.
• To create profiles, see “Create Profiles.”
• To edit existing profiles, see “Edit Profiles.”
Create Profiles
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Create-Profile
You can create profiles for users who do not yet have an account. 1. On the Staff screen, click Create.
The Create Staff - Account Information screen displays. Create Option
2. In the Account Type option, select “No Account.” 3. Click Next.
The Create Staff - Profile Information screen displays.
4. Enter the staff member’s First Name, Middle Name (optional) and Last Name. Create Profile with No Account
5. Optional: Enter the staff member’s Email Address.
6. To assign the staff member one or more user roles, in the User Roles area, select the appropriate check box beside each role.
Note: If you do not assign staff members a user role, they do not have access to
CentralAdmin Management but will have the ability to access ProgressBook applications once you create their account.
7. Click Finish.
Edit Profiles
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Edit-Profile
1. On the Staff screen, locate the staff member whose profile you want to edit.
Note: If needed, search for the staff member using the search box at the top of
the list. You can search by first name, last name, email address, user name and domain.
2. Next to the staff member’s name, click Actions, and select “Edit Profile.” The Edit Profile screen displays.
3. Make any needed changes to the name and email address. 4. Click Save.
Manage User Roles
Roles control what staff users can do in CentralAdmin Management. Some staff do not need any role assigned to them. For example, teachers do not generally perform ProgressBook
administration functions and do not need access to CentralAdmin Management, so you would not assign them any user role.
Note: You can only assign user roles to staff, not to vendors.
CentralAdmin includes the following roles by default: CentralAdmin Master Role, Staff Admin, and Vendor Admin. You can add more roles if needed.
This section explains how to perform the following maintenance tasks for user roles:
• “Create User Roles”
• “Edit User Roles”
• “Assign User Roles to Staff”
• “View Staff with User Roles”
• “Delete User Roles”
Create User Roles
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Create-Role
1. On the User Roles screen, click Create.
The Create User Role screen displays.
2. In the Name field, enter a name for the user role. Create User Role
3. Select the check box beside one or more of the following Resource Activities to give the role access to the indicated screen(s) and/or function(s).
• Applications: All Actions - Can perform all functions on the Applications screen
• Domains: All Actions - Can perform all functions on the Domains screen
• Settings: All Actions - Can perform all functions on the Settings screen
• Staff: Assign User Roles - Can assign user roles on the Staff screen
• Staff: Create Account & Profile - Can create accounts and profiles for staff on the
Staff screen but cannot edit existing accounts and profiles
• Staff: Edit Account - Can edit existing accounts on the Staff screen
• Staff: Edit Profile - Can edit existing profiles on the Staff screen
• Staff: Link to Staff - Can link GradeBook and StudentInformation accounts with CentralAdmin accounts
• User Roles: All Actions - Can perform all functions on the User Roles screen
• Vendors: All Actions - Can perform all functions on the Vendors screen 4. Click Create.
Edit User Roles
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Edit-Role
Note: For the CentralAdmin Master Role, you can only edit the name of the user
role.
1. On the User Roles screen, next to the user role you want to edit, click Actions, and select “Edit.”
The Edit User Role screen displays.
2. Make any needed changes to the Name or Resource Activities. 3. Click Save.
Assign User Roles to Staff
1. On the Staff screen, next to the user you want to assign a user role, click Actions, and select “Assign User Roles.”
Edit User Role Screen
The Assign User Roles screen displays.
2. Select the check box beside the user role(s) you want to assign to the user. 3. Click Save.
View Staff with User Roles
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/View-Staff
On the User Roles screen, next to the user role for which you want to see the staff currently assigned, click Actions, and select “Edit.”
The Edit User Role screen displays. At the bottom of the screen, the Current Staff in Role
section displays the users who currently have this user role assigned to them. Edit User Roles
Delete User Roles
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Delete-Role
Note: You cannot delete the CentralAdmin Master Role.
1. On the User Roles screen, next to the user role you want to delete, click Actions, and select “Delete.”
2. On the Confirm window, click Yes.
Delete User Roles
Manage Vendors
In CentralAdmin, you can manage third-party vendor applications that integrate with the ProgressBook suite. These vendors require an authorized application key to use the ProgressBook VendorLink web service. For more information, see the following sections:
• “Add Vendors”
• “Edit Vendors”
• “Generate New Vendor Keys”
• “Delete Vendors”
Add Vendors
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Create-Vendor
1. On the Vendors screen, click Create.
The Create Vendor screen displays.
2. In the Identifier field, enter a short name by which to identify this vendor. 3. In the Name field, enter the vendor’s full name.
4. Optional: To change the timeout setting on vendor requests, in the RequestTimeout field, change the default of 120 (seconds) to another value.
Note: To integrate with the ProgressBook suite, your application must generate
and provide a security token during authentication. The token is only valid for a limited period of time to provide an additional security measure. The value in the
Request Timeout field represents the amount of time the security token is valid.
5. Click Create.
CentralAdmin adds the vendor and randomly generates a vendor key.
Note: Provide the vendor key and identifier to the vendor so the vendor can
access ProgressBook applications.
Create Vendor Screen
Edit Vendors
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Edit-Vendor
Edit vendor identifier, name or request timeout information. To generate a new key for a vendor, see “Generate New Vendor Keys.”
1. On the Vendors screen, next to the vendor you want to edit, click Actions, and select “Edit.”
The edit screen displays.
2. Make any needed changes to the Identifier, Name or Request Timeout fields. 3. Click Save.
Edit Vendors
Generate New Vendor Keys
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Generate-Key
CentralAdmin generates an access key for each vendor when you add the vendor. (For more information on adding vendors, see “Add Vendors.”) This topic explains how to generate a new key for a vendor. A vendor may request a new key if the original key has been compromised.
1. On the Vendors screen, next to the vendor for which you want to generate a new key, click
Actions, and select “Edit.”
The edit screen displays.
2. Next to Vendor Key, select the Generate New Key check box. 3. Click Save.
On the Vendors screen, a new vendor key displays for the vendor.
Note: Provide the new vendor key to the vendor so the vendor can access
ProgressBook applications.
Edit Vendors
Delete Vendors
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Delete-Vendor
1. On the Vendors screen, next to the vendor you want to delete, click Actions, and select “Delete.”
2. On the Confirm window, click Yes.
New Vendor Key
Delete Vendors
Manage ProgressBook Applications
Manage your users’ access to ProgressBook applications, as described in the following topics:
• To set up an application and make it available to users, see “Register Applications.”
• To change the setup of a registered application, see “Edit Applications.”
• To generate new encryption and signing keys for an application, see “Generate New Application Keys.”
• To remove users’ access to an application, see “Unregister Applications.”
Register Applications
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Register-Application
Set up a ProgressBook application and make it available to users.
1. On the Applications screen, next to the application you want to register, click Actions, and select “Register.”
The register screen displays.
Register Applications
2. In the ApplicationURL field, enter the specific URL at your ITC where users will access this ProgressBook application.
3. Optional: To change the default timeout value (in seconds) for users signing in to a ProgressBook application from CentralAdmin or from another ProgressBook application (via the Application Quick Launch), update the Security Token Timeout field.
4. Click Register.
On the Applications screen, the URL of the registered application displays.
Edit Applications
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Edit-Application
Change the setup of a registered ProgressBook application.
1. On the Applications screen, next to the application you want to edit, click Actions, and select “Edit.”
The edit screen displays.
Application Registered
2. Make any needed changes to the ApplicationURL or Security Token Timeout fields. 3. Click Save.
Generate New Application Keys
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Edit-Application
If you believe an application’s security has been breached, you can generate new encryption and signing keys for the application. The keys do not display but are stored in a database and serve to encrypt user cookies.
1. On the Applications screen, next to the application you want to edit, click Actions, and select “Edit.”
Edit (Application) Screen
The edit screen displays.
2. Select the Generate New Keys check box. 3. Click Save.
Unregister Applications
To view a video of this procedure, go to:
http://www.progressbook.com/Videos/CA/Unregister-Application
Remove users’ access to a ProgressBook application.
1. On the Applications screen, next to the application you want to unregister, click Actions, and select “Unregister.”
Generate New Application Keys
2. On the Confirm window, click Yes.
On the Applications screen, the application displays nothing in the URL column, indicating it is unregistered.
Manage User Account Settings
To view videos of these procedures, go to:
http://www.progressbook.com/Videos/CA/General
http://www.progressbook.com/Videos/CA/Windows-Accounts http://www.progressbook.com/Videos/CA/PB-Accounts
Manage your users’ accounts, including session timeouts, URL access, authentication method, password policies and security options.
On the Settings screen, verify or change any of the settings described on the following tabs, and then click Save.
Note: Changes to settings may take an hour to take effect due to caching in the
ProgressBook applications.
General:
• UserSessionTimeout – Number of minutes of inactivity before a user is signed out of all ProgressBook applications
• External CentralAdmin URL – Your ITC’s CentralAdmin URL Confirm Unregister
Windows (Active Directory) Accounts:
• Enable Windows Authentication? – Turns on/off Windows (Active Directory) authentication. Select “No” to use ProgressBook (Non-Active Directory) authentication for all domains.
Note: You cannot turn off Windows (Active Directory) authentication if you have
an existing Windows (Active Directory) domain.
• Allow user to change password? – Controls whether Windows (Active Directory) users can change their password through CentralAdmin
• AD Change Password Policy Message – (Optional): Enter a message to display to Windows (Active Directory) users when they modify their password to inform them of your password requirements.
ProgressBook (Non-Active Directory) Accounts:
• Enable ProgressBook Authentication? – Turns on/off ProgressBook (Non-Active Directory) authentication. Select “No” to use Windows (Active Directory)
authentication for all domains.
Note: You cannot turn off ProgressBook (Non-Active Directory) authentication if
you have an existing ProgressBook (Non-Active Directory) domain.
• PasswordOptions – Set password requirements for your users by completing the following fields as desired and selecting the check box beside each requirement you want to include:
- MinimumLength – Minimum number of characters required for user passwords.
- Require 1 Upper Case Letter - Require 1 Lower Case Letter
- Require 1 Number
- Require 1 Special Character
- Password Expiration Days – Number of days until passwords expire. If you do not want passwords to ever expire, enter “0.”
- PasswordExpirationWarningDays – Number of days users are notified before passwords expire
- PasswordReuseDays – Number of days before users can reuse previous passwords
• SecurityOptions – Set security requirements for user sign-in:
- Invalid Credentials Attempt Limit – Number of times users are allowed to enter invalid credentials before being locked out
- AccountLockMinutes – Number of minutes a user account is locked after the user exceeds the invalid credentials attempt limit. If you set this field to “0,” the account does not unlock automatically. Instead, you must unlock it manually. See
“Unlock Accounts (ProgressBook, Non-Active Directory Accounts Only).”
