Oa2 10 tips and tricks
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Open Atrium is open source collaboration software that can be used to build intranets, portals, and collaboration platforms. The document provides 11 tips for getting the most out of Open Atrium, including using spaces and sections to organize content and people, customizing the look and feel, creating dashboards using widgets, and leveraging notifications. Admins are encouraged to contact the Open Atrium team for help with implementation, strategy, training, or hosting.
Oa2 10 tips and tricks
- 1. 10 Tips & Tricks for Getting the most out of Open Atrium
- 2. EVP, Strategy Email: kborchert@phase2technology.com Karen Borchert Twitter: @openatrium @karenborchert @phase2 Phase2
- 3. What is Open Atrium?
- 4. Open Atrium is open source collaboration software used to build intranets, portals, & collaboration platforms for organizations.
- 5. Features!
- 6. Extensible Intranet • Documents • Events • Discussions • Multimedia • Mobile Access • Data Privacy
- 7. Social Collaboration Platform • Discussions • Custom Dashboards • Multimedia • Events Calendar • Activity Streams • Notifications • Social tools
- 8. Knowledge Management System • Document Management • Multimedia • Mobile Access • Data Privacy • Identity Management • Workflow • Tags & Taxonomies
- 9. Learning Management System • Document Management • Course Calendar • Multimedia • Learning Tools • Identity Management • Discussions
- 10. So you downloaded the code...
- 12. And then you’re like...what?
- 13. In case you’re wondering why: • When you build a Drupal distribution, you can be REALLY flexible... • Or you can be REALLY easy to create a website right out of the box... • But it’s REALLY hard to be both at the same time. • We chose flexibility. • That means you can create the collaboration tool you NEED, without all the crap-ola you don’t want.
- 14. When you’re using Open Atrium: • Consider your process first, tools second. • Consider who’s going to use it, and how. • Start small and expand with success.
- 15. But let’s give you a little bit of help.
- 16. Tip #1: Know Your Groups from Your Spaces
- 17. Groups are for people. Spaces are for work.“ ”
- 18. Your OA site accommodates anyone from the anonymous internet user to collections of members on your site. Open Atrium ships with the following types of content: Open Atrium 2 Building Blocks Open
- 19. Atrium
- 20. is
- 21. built
- 22. to
- 23. organize
- 24. people
- 25. and
- 26. content
- 27. in
- 28. ways
- 29. that
- 30. maximize
- 31. collaboration
- 32. without
- 33. sacrificing
- 34. data
- 35. security.
- 36. Like
- 37. a
- 38. filing
- 39. cabinet
- 40. that
- 41. has
- 42. some
- 43. drawers
- 44. locked
- 45. and
- 46. others
- 47. open,
- 48. OA
- 49. allows
- 50. granular
- 51. control
- 52. over
- 53. who
- 54. can
- 55. access
- 56. which
- 57. parts
- 58. of
- 59. your
- 60. site. document
- 61. pages,
- 62. wiki
- 63. pages,
- 64. articles,
- 65. and
- 66. document
- 68. with
- 69. iCal
- 70. integration
- 71. and
- 73. discussion
- 74. posts,
- 75. and
- 76. media
- 77. attachments
- 78. to
- 80. projects,
- 81. milestones,
- 82. and
- 84. registered
- 85. user
- 86. can
- 87. see
- 88. this
- 89. space only
- 90. members
- 91. of
- 92. the
- 93. space
- 94. can
- 95. access
- 96. the
- 97. content the
- 98. top
- 99. level
- 100. space
- 101. is
- 102. public,
- 103. but
- 104. with
- 105. many
- 106. private
- 107. areas
- 108. nested
- 109. below Control who has access to what content from the individual member to multiple groups of users. a
- 110. collection
- 111. of
- 112. content.
- 113. Similar
- 114. to
- 115. a
- 116. filing
- 117. cabinet OA lets you build the information architecture that meets the need of your content. an
- 118. additional
- 119. division
- 120. of
- 121. content
- 122. within
- 123. a
- 124. space,
- 125. like
- 126. the
- 127. drawer
- 128. of
- 129. your
- 130. filing
- 131. cabinet where
- 132. your
- 133. content
- 134. actually
- 135. lives
- 136. on
- 137. your
- 138. site,
- 139. like
- 140. the
- 141. file
- 142. folder
- 143. in
- 144. the
- 145. drawer a
- 146. user
- 147. with
- 148. access
- 149. to
- 150. your
- 151. site's
- 152. spaces a
- 153. collection
- 154. of
- 155. users
- 156. that
- 157. span
- 158. a
- 159. related
- 160. purpose
- 161. across
- 162. multiple
- 163. spaces an
- 164. ad-hoc
- 165. collection
- 166. of
- 167. users
- 168. specific
- 169. to
- 170. one
- 172. Your OA site accommodates anyone from the anonymous internet user to collections of members on your site. PermisStructurePeople PUBLIC PRIVATE MIXED-M + any
- 173. regis this
- 174. spac only
- 175. mem access
- 176. th the
- 177. top
- 178. le with
- 179. man below Control who has acces the individual member users. a
- 180. collection
- 181. of
- 182. content.
- 183. Similar
- 184. to
- 185. a
- 186. filing
- 187. cabinet OA lets you build the information architecture that meets the need of your content. an
- 188. additional
- 189. division
- 190. of
- 191. content
- 192. within
- 193. a
- 194. space,
- 195. like
- 196. the
- 197. drawer
- 198. of
- 199. your
- 200. filing
- 201. cabinet where
- 202. your
- 203. content
- 204. actually
- 205. lives
- 206. on
- 207. your
- 208. site,
- 209. like
- 210. the
- 211. file
- 212. folder
- 213. in
- 214. the
- 215. drawer a
- 216. user
- 217. with
- 218. access
- 219. to
- 220. your
- 221. site's
- 222. spaces a
- 223. collection
- 224. of
- 225. users
- 226. that
- 227. span
- 228. a
- 229. related
- 230. purpose
- 231. across
- 232. multiple
- 233. spaces an
- 234. ad-hoc
- 235. collection
- 236. of
- 237. users
- 238. specific
- 239. to
- 240. one
- 241. space TEAM MEMBER GROUP SECTION SUB-SPACE SPACE Your OA site accommodates anyone from the anonymous internet user to collections of members on your site. PeStructurePeople + Control who the individua users. a
- 242. collection
- 243. of
- 244. content.
- 245. Similar
- 246. to
- 247. a
- 248. filing
- 249. cabinet OA lets you build the information architecture that meets the need of your content. an
- 250. additional
- 251. division
- 252. of
- 253. content
- 254. within
- 255. a
- 256. space,
- 257. like
- 258. the
- 259. drawer
- 260. of
- 261. your
- 262. filing
- 263. cabinet where
- 264. your
- 265. content
- 266. actually
- 267. lives
- 268. on
- 269. your
- 270. site,
- 271. like
- 272. the
- 273. file
- 274. folder
- 275. in
- 276. the
- 277. drawer a
- 278. user
- 279. with
- 280. access
- 281. to
- 282. your
- 283. site's
- 284. spaces a
- 285. collection
- 286. of
- 287. users
- 288. that
- 289. span
- 290. a
- 291. related
- 292. purpose
- 293. across
- 294. multiple
- 295. spaces an
- 296. ad-hoc
- 297. collection
- 298. of
- 299. users
- 300. specific
- 301. to
- 302. one
- 304. Organizations should consider... • Who are your people? • How do they interact? • What is the work that you do? • What is needed to do that work? • How do your people accomplish that work? • Program managers, volunteers • Plan shifts, volunteer for shifts • Tutor kids, report results • Place to discuss; shared calendar • Share a discussion forum and a calendar to coordinate volunteer needs and schedule shifts
- 306. Title Text
- 308. Groups are for people. Spaces are for work.“ ”
- 309. Tip #2: Use. the. tours.
- 310. Look for this:
- 311. We made some for you:
- 312. Tip #3: Make it yours: use custom banners and colors.
- 313. Quick Cheat: Change Colors • Be in the space you want to change • Gear • Config • Appearance
- 314. Quick Cheat: Remove Logo • Admin • OA • Plugin Settings • Uncheck “Default Banner”
- 315. Tip #4: Use widgets to create a “dashboard.”
- 316. Quick Cheat: Widgets • Go to space page • “Customize this page” • + Button in the area you want to add a widget • Choose your widget! (Hint: Look in Open Atrium and Open Atrium Events widgets for many relevant ones) • Configure • Drag and Drop to correct place
- 317. Tip #5: Be creative with section types.
- 318. Use This For That: • Use “News Section” for docs, materials, and assets. • Use “Discussions” to gather stories, ideas, suggestions, feedback. • Use “Work” for project management, tasking, to-do lists, and status updates. • Use “Calendar” for events listings and calendars.
- 319. Tip #6: Is it a one-time task force, adhoc group, or focused project team? Then it’s a “team.”
- 320. Quick Cheat: Teams • MEMBERS button • Teams • Create New Team button • Name team and choose members • Assign team to a section
- 321. Tip #7: Help users discover content with a space menu.
- 322. Quick Cheat: Menus • Customize this page • + for a new widget • MENU • GROUP MENU • Configure
- 323. Tip #8: Customize your tasks for your organization's workflow.
- 324. Quick Cheat: Tasks • Go to top level space • Gear • Config • Variables • Work Tracker Settings • Edit as appropriate
- 325. Tip #9: Use notifications to keep people updated on relevant content.
- 326. Tip #10: Like that space? Clone it to Replicate, Create a blueprint to use in the future.
- 327. Tip #11: Contact us. Seriously. Extra Special Bonus!
- 328. If You Need Help With... • Knowing whether OA2 is right for you... • A bug you found... • Selling the idea of this internally... • A bucket of hours to help your team... • Training on using Open Atrium... • Spinning up OA in a hosted environment... • Developing your OA strategy and plan... • Getting Started with Drupal... info@openatrium.com drupal.org/project/openatrium Read this article. Then call us. info@openatrium.com NYC Camp! April 10 - 13. getpantheon.com/openatrium Jumpstart Packages! Try drupalize.me and drupal.org
- 329. Get Started!
- 330. Give it a Try! • Open Atrium is an open source distribution of Drupal code. • It is free to download to anyone. (drupal.org/project/openatrium) • Installing the code from Drupal requires technical knowledge and an understanding of Drupal. • Less-technical teams can try out Open Atrium in a hosted environment, like on Pantheon. (getpantheon.com) • A developer team can help you use or customize it.
- 331. Within a section Your OA site accommodates anyone from the anonymous internet user to collections of members on your site. Open Atrium ships with the following types of content: + SECTION Benefits
- 332. Discussion
- 335. Policies Within
- 336. a
- 337. section
- 338. are
- 339. content
- 341. Policy
- 342. Feedback
- 344. Company
- 346. Info Employee
- 347. Contracts SUB-SPACE SPACESPACE SUB-SPACE ACME HR Open Atrium 2 Building Blocks A Case Study Open
- 348. Atrium
- 349. is
- 350. built
- 351. to
- 352. organize
- 353. people
- 354. and
- 355. content
- 356. in
- 357. ways
- 358. that
- 359. maximize
- 360. collaboration
- 361. without
- 362. sacrificing
- 363. data
- 364. security.
- 365. Like
- 366. a
- 367. filing
- 368. cabinet
- 369. that
- 370. has
- 371. some
- 372. drawers
- 373. locked
- 374. and
- 375. others
- 376. open,
- 377. OA
- 378. allows
- 379. granular
- 380. control
- 381. over
- 382. who
- 383. can
- 384. access
- 385. which
- 386. parts
- 387. of
- 388. your
- 389. site. The
- 390. Acme
- 391. Company
- 392. took
- 393. the
- 394. building
- 395. blocks
- 396. of
- 397. the
- 398. OA
- 399. 2
- 400. components
- 401. above
- 402. to
- 403. create
- 404. an
- 405. intranet
- 406. that
- 407. meets
- 408. their
- 409. content
- 410. creation,
- 411. asset
- 412. storage,
- 413. collaboration,
- 414. and
- 415. security
- 416. needs.
- 417. document
- 418. pages,
- 419. wiki
- 420. pages,
- 421. articles,
- 422. and
- 423. document
- 425. with
- 426. iCal
- 427. integration
- 428. and
- 429. geolocation forums,
- 430. discussion
- 431. posts,
- 432. and
- 433. media
- 434. attachments
- 435. to
- 437. projects,
- 438. milestones,
- 439. and
- 441. registered
- 442. user
- 443. can
- 444. see
- 445. this
- 446. space only
- 447. members
- 448. of
- 449. the
- 450. space
- 451. can
- 452. access
- 453. the
- 454. content the
- 455. top
- 456. level
- 457. space
- 458. is
- 459. public,
- 460. but
- 461. with
- 462. many
- 463. private
- 464. areas
- 465. nested
- 466. below Control who has access to what content from the individual member to multiple groups of users. a
- 467. collection
- 468. of
- 469. content.
- 470. Similar
- 471. to
- 472. a
- 473. filing
- 474. cabinet OA lets you build the information architecture that meets the need of your content. an
- 475. additional
- 476. division
- 477. of
- 478. content
- 479. within
- 480. a
- 481. space,
- 482. like
- 483. the
- 484. drawer
- 485. of
- 486. your
- 487. filing
- 488. cabinet where
- 489. your
- 490. content
- 491. actually
- 492. lives
- 493. on
- 494. your
- 495. site,
- 496. like
- 497. the
- 498. file
- 499. folder
- 500. in
- 501. the
- 502. drawer a
- 503. user
- 504. with
- 505. access
- 506. to
- 507. your
- 508. site's
- 509. spaces a
- 510. collection
- 511. of
- 512. users
- 513. that
- 514. span
- 515. a
- 516. related
- 517. purpose
- 518. across
- 519. multiple
- 520. spaces an
- 521. ad-hoc
- 522. collection
- 523. of
- 524. users
- 525. specific
- 526. to
- 527. one
- 528. space TEAM MEMBER GROUP SECTION SUB-SPACE SPACE Worktracker Registered users of the ACME INTRANET ACME's HR employees with access to multiple spaces ACME's leadership with access to multiple spaces GROUP GROUPMEMBERS Executives HR Department Works on new policies in a restricted section TEAM Policy WritersEmployees + HR
- 529. Work
- 530. Space SUB-SPACE Atrium Docs & Videos ! docs.openatrium.com ! vimeo.com/phase2 ! slideshare.net/phase2technology Read & Watch
- 531. Roadmap Jumpstart Igniter 1-day of consulting with a product and experience expert. Perfect for stakeholders, site owners, and site builders. 1-day of training for site builders with a technical expert. Combine the Roadmap and Jumpstart programs for an in- depth 2-day strategy and implementation session for your organization. You’ll Learn How to... Use OA ‘s key features Use the OA structure Identify your audiences and key uses Create groups, teams, spaces, and sections Customize OA’s look and feel Configure key features for your use You’ll Get... Working roadmap document Course materials Price $7,500 $7,500 $13,000 (you save $2K!) contact info@openatrium.com Jumpstart!