pam -- Sept 5 -- This is for the FILES demo video for IBM Connections 4.
--- SWAP OUT the ORANGE placeholder links with the correct values for FILES
--- THIS WAS CREATED AS A DUPE OF THE PROFILES draft wiki article
This video shows you how to use IBM® Connections 4.0. for Files. This article contains the transcript of the video.
This video runs under 5 minutes and contains audio.
To watch the video, click the play button. To read a text version of this video, scroll to the Welcome section on this page.
Watch this video full screen in a new window
|1.1||Files lets you store, share, organize, and collaborate on files. ||The welcome screen displays.
© Copyright IBM® Corporation 2012
: Finding and sorting files
|2.1||You can see your files in the My Files view. |
Click My Files in the navigator pane and show the My Files view.
|2.2||Click other views to see files that people have shared with you, files you’ve shared, files that are available to communities to which you belong, and public files. |
Click through the Shared With Me, Shared By Me, Community Files, and Public Files viewing options and then click to display My Files again.
|2.3||Limit the view display to files containing specific tag names by selecting or typing a tag name. ||With the My Files view displayed, highlight the Public Tags area and select a tag name from the cloud or list. Click the x on the filter to unfilter. |
|2.4||In the Sharing view, you can filter the list of files to see which files are public and which files are private. |
In the Date Updated view, you can display files that were updated during a certain time interval.
and click With everyone (public)
and then With no one (private)
. Click the x
on the filter to unfilter.
Expand Date Updated and click Past 7 days. Click the x on the filter to unfilter.
|2.5||You can also customize the view to display with different columns. For example, let’s add the Created by column and include the number of Comments, Likes and Downloads in the view display. ||Click Customize and enable the Created by, Comments, Likes and Downloads options, and then click Show. |
: Uploading, pinning, and removing files
|3.1||When you’re ready to start sharing files, upload your own files. ||Click Upload Files. |
|3.2||Select the files you want to upload and optionally add tags. Tags will help others find your files more easily.
You can make these files private, share them with people or communities, or make them public.
|Click Browse and navigate to the files. Select three files. Type a tag name. Select Public and then click Upload. |
|3.3||To view or work on a file, you can download it. If you edit the file, you can upload it as a new version and describe your edits in the change summary field. |
Highlight Download this file. Click Upload New Version and show the change summary field.
|3.4||You can list all the file's versions, including date and summary information. ||You can list all the file's versions, including date and summary information. |
|3.5||You can pin frequently used files and easily find them later in the Pinned Files view. ||Display the My Files view. Click the pin icon for 3 of the files displayed. Click to display the Pinned Files view. |
|3.6||When you no longer need certain files you can move them to the trash. |
Check three files in the My Files view and then click Move to Trash. Click OK when prompted.
|3.7||You can delete or restore specific files from the Trash view or delete them all by emptying the trash. ||Click Trash in the navigator pane and show the Trash view. Click the arrow button next to one of the listed file names to show the Restore/Delete dropdown. Move the cursor over the Empty Trash option. |
: Sharing and following files
|4.1||You can share your files with other people or communities, make them public, or keep them private. ||From the My Files view, click to open a file page and click Share. |
|4.2||Everyone in the Connections community can find and view a public file. If only certain people need to view or edit the file, then share the file only with certain people or communities. ||Select Public and then select People or Communities. |
|4.3||When you share your files with a person you can grant them reader or editor access. Reader access lets them see and potentially share the file. Editor access lets them download, edit, and upload a new version of the file. You can include a message in the notification that will be sent to people you’ve shared the file with. ||Click People or Communities to show dropdown and select Person.
Click Reader/Editor, select Reader, start typing Te and select Ted Amadou.
Click Reader/Editor, select Editor, start typing Sam and select Samantha Daryn.
Type Please let me know what you think. in the Message field and click Share.
|4.4||You can follow other people’s files to be notified when those files are modified, liked, or commented on. You can see all the files and other items that you are following in the Home view. |
|Click Public Files, open a file, and click Follow. Click Home and click I’m Following. |
: Creating a community
|5.1||Anyone with access to the Communities application can create a community.||The Public Communities page displays.|
|5.2||If you are an expert in a particular area and want to get together with people who share your interest, consider starting a community about your area of interest.||Click Start a Community.|
|5.3||Creating a community is easy.||The Start a Community form displays. |
|5.4||Your community must have a unique name.|
Add meaningful tags to make it easy for others to find the community.
|Enter Renovations Store in the Name field.|
Enter employee and discount in the Tags field.
|5.5||You can create a user-friendly web address for the community by entering a keyword in Web Address. You can then share this web address with others so they can quickly access the community.||Enter renovations_store in the Web Address field.|
|5.6||When you are specifying the level of access that you want for your community, remember that if you set it to Public or Moderated, your community will be visible to everyone in the organization.||The following Access level options are displayed:|
Public - anyone can join
Moderated - people must request to join
Restricted - people must be invited to join
|5.7||If you want your community to be private, set the access level to Restricted.||Select the Restricted access level.|
|5.8||Type the names of the people to add as members of the community.||Ensure that Members is selected, then enter names into the Members field.|
|5.9||New members are automatically sent an email with a link to the community|
|5.10||Specify the owner role if you want to add a person as an additional community owner. Community owners can edit, moderate, and delete content, as well as add members and widgets to the community.||Select Owners and enter a name in the Owners field.|
|5.11||Provide a community description that is an accurate summary of what your community is all about. When people are browsing communities, they will use the description to decide if the community is of interest to them.||Enter a description of the community in the Description field "This store offers discounted products to employees."|
|5.12||You can customize the look of your community by uploading an image that represents the community.||Mouse over the Upload a Community Image link. |
|5.13||You can also change the theme of your community.|
Applying a theme to a community changes the fonts and colors that are displayed in the community.
|Click Change Community Theme.|
Select a theme.
|5.14||When you’re happy with your settings, click Save to create your new community.||Click Save.|
|5.15||If you want to change any of the settings you selected for your community, you can edit the community at a later time.||Select Community Actions > Edit Community.|
|5.16||As you community grows you can create smaller communities within the greater community. ||Highlight Community Actions > Create a Subcommunity..|
: Adding widgets to a community
|6.1||After creating your community, you can make extra functionality available to members by adding widgets to the community.|
The Overview page of the Renovations Store community displays.
|Select Community Actions > Customize.|
The widget catalog displays.
|6.2||For example, you might want to create a community wiki to encourage members to collaborate on shared documentation.||Highlight the Wiki option.|
|6.3||Or you might want to add an events widget so you can schedule and share events with community members.||Click Events.|
Close the widget catalog.
|6.4||A link to the Events calendar is added to the navigation bar, allowing you to access Events directly from the community.||The Events option in the navigation bar is highlighted.|
|6.5||An Events summary widget displays in the community’s Overview page.||Scroll over to the Upcoming Events widget.|
|6.6||From the View All Events page, you can create an event.||The Create an Event link is displayed.|
|6.7||You could create an event for a community meeting. Provide a title, a description, and a location, and notify all members before saving the event.|
|Type Community meeting in the title.|
Use tomorrow’s date.
Type Determine new discounts. as the description.
Type team room as the location.
Click Notify community members.
|6.8||You can display the events in a Calendar view, too. ||Click Calendar tab.|
|7.1||Now you are ready to start collaborating with Communities.||The Closing screen displays.|
|7.2||For more information about Communities, see the product Help.||Show the Help link.|