Home
Managing your EngageOne™ environment
Best practices for managing your EngageOne™ and safeguarding your environment.

Overview
Configure and manage operating modes and user roles.
Getting started
Information on creating and configuring communities, running the EngageOne™ Server Administration and common features available in the web application.
Template management
Template management allows you to create and organize folders that contain templates and Active Content, created in EngageOne™ Designer and imported into EngageOne™.
External File management
External resources not contained in the template, succh as images (key maps or keyed images), lookup tables, and RTF files.
Delivery management
Before you can use a template in EngageOne™ Administration you must define a device for viewing and define at least one delivery option.
Community Administration
Features for managing shared community document classes, retention policies, spelling dictionaries, data maps, and diagnostics.
System administration
As an EngageOne™ Server system administrator you will be responsible for configuration, diagnostics and account activities.
Event Monitor
Events related to the document cycle and administration, these are captured throughout the system and sent to the Event Monitor.
Batch processing
Process accumulated requests from EngageOne™ Interactive, or process your own multiple or individual files, in a scheduled, or ad hoc manner.
Managing your EngageOne™ environment
Best practices for managing your EngageOne™ and safeguarding your environment.
EngageOne™ Server system monitoring
This section describes how to monitor the EngageOne™ Server system.
Notices

Managing your EngageOne™ environment

Best practices for managing your EngageOne™ and safeguarding your environment.

EngageOne™ Administration does not, and cannot, provide user interface features for all tasks necessary to completely manage the system performance and security of your EngageOne™ systems. Guidance is provided throughout this chapter to help you devise the best management practices for your EngageOne™ systems. Some of the practices incorporate EngageOne™ Administration features. Other practices require a combination of plan development, installed scripts, and process engineering.

EngageOne™ Administration includes comprehensive features for:

creating and organizing folders that will contain templates and Active Content.
dynamically mapping EngageOne™ Designer keys to image resources so that images may be updated without updating every template.
defining devices for viewing and defining delivery options.
setting up, configuring, and maintaining EngageOne™ communities, users, document classes, retention policies, database passwords, product licensing, spell checkers, and system diagnostics.