Post Install Configuration

Harout Katerjian -

Congratulations! You have installed Emgage products and are on your way to joy and happiness in the workplace... but, before we get there you have a few things to check off your list.

This article will help you validate the installation and perform few more setup steps to assure your products are configured correctly. 

If you have not installed the products yet, and this is your first time, please go to the New Installation article before coming here.

If you have installed Emgage products before and you need to update to the latest and greatest release then please go to the Product Update article. 

Licensing Setup

Emgage uses license keys to activate its products. You have most probably encountered this in one of the first screens of the installation, where you are prompted to enter a license key. Follow the steps below to activate the rest of the products you have purchased (respectfully). 

 1. Navigate to the SharePoint Settings gear icon (or Site Actions for SharePoint 2010) > and click on Site Settings. 

 2. Under the Emgage Settings category, you will see a link called Product Licensing. 

 3. Here you will be able to enter the license keys that you were provided to you in the  on boarding email to each of the designated areas. If the the license was accepted successfully, you will see a green check mark next to each product name. 

 4. If you are receiving an error when trying to access the licensing page, please execute the following instructions on redeploying the “Emgage.sharepoint.licensing.wsp” solution. You must retract the solution for the “Emgage.sharepoint.licensing.wsp” package and re-deploy it. Go to the Manage Web Applications section in your Central Administration. Then Select your web application. From the Ribbon, Select the Manage Features link. If the “Emgage.SharePoint.Licensing” Web Application feature is not activated then activate it. If “Emgage.SharePoint.Licensing” Web Application feature is activated, then deactivate that feature and then activate it again.

Users and Permissions Setup

Before you can setup/configure your site using Prime, we must give appropriate users the permissions to access the many web parts that come with Prime. Adding users to these groups gives them full access to the web parts where they will be able to alter the configuration for each. NOTE: This only applies for Prime. TURBO and TURBOView do not require permissions. If you have not purchased Prime, please move onto the next section.

To give users the appropriate permissions:

 1. Navigate to the SharePoint Settings gear icon (or Site Actions for SharePoint 2010) > and click on Site Settings. 

 2. Under the Users and Permissions category, click on the link titled People and groups 

 3. Click on Groups in the left side navigation panel.

 

 

 4. Click on Prime Alerts Administrators, Prime Navigation Administrators, Prime News Manager and Prime Stylizer Administrators. 

 

 

5. Click on New to add the appropriate users to each of the groups mentioned above. 

 

 

Note: Without permissions to these groups, the user will not be able to access certain features in Prime.  

Site Master Page Setup

In order to implement Prime onto your site, the Site Master Page and System Master Page must be set to use the custom Emgage Prime master page layout. Follow the steps provided below to set the correct master page.

 1. Navigate to the SharePoint Settings gear icon (or Site Actions for SharePoint 2010) > and click on Site Settings. 

 2. Under the Look and Feel category, click on the Master Page link. 

 3. Here you will see two settings that need to be adjusted: Site Master Page and System Master Page. 

 4. Please select "Specify a system master page for this site and all sites that inherit from it:" for both the Site Master Page and System Master Page

 5. Click the drop down menu to reveal the list of Master Pages you can choose from. For SharePoint 2013 select ap-Prime2013  for both the Site Master Page and System Master Page. (see image below). Note: ap-Prime-Foundation for SharePoint 2013 Foundation Edition.     

 

 

 

 6. Select OK and return to your site. Your site will look a little different but don't panic because in (insert the section) section we will discuss the configuration for this new Master page layout.

Disable Mobile View

One of the many amazing features Emgage delivers is its responsive design. Menus adjust to screen size, orientation and turns your SharePoint mobile! SharePoint comes with its own default Mobile site feature and this must be deactivated in order for Emgage responsiveness to take effect. Follow the steps provided below to deactivate the Mobile Browser View feature.

 1. Navigate to the SharePoint Settings gear icon (or Site Actions for SharePoint 2010) > and click on Site Settings. 

 2. Under the Site Actions category, click on the Manage Site Features link. 

 3. Locate the Mobile Browser View and Deactivate this feature. You will now be using the signature Emgage responsive design!

Disable Minimal Download Strategy

SharePoint's Minimal Download Strategy interferes with the functionality of Emgage Products. Follow the instructions below to disable this feature.

 1. Navigate to the SharePoint Settings gear icon (or Site Actions for SharePoint 2010) > and click on Site Settings. 

 2. Under the Site Actions category, select the Manage Site Actions link. 

 3. Find the Minimal Download Strategy feature and Deactivate it. 

You are now ready to fully utilize the Emgage products and take advantage of it's many features! Go ahead and start enjoying the product however, in order to receive the full experience of Prime, please continue to the next section. Note: The instructions in the following section do not have to be executed in order to make use of Prime.

Optimizing Your SharePoint Environment For Prime

There are a few steps that can be taken in order to fully receive the experience the Emgage products were meant to give. 

The Publishing features need to be activated (Standard or Enterprise versions) Note: The following instructions are only applicable if the site collection was created using any template other than the Publishing Site Template

 1. Navigate to Site Settings and under the Site Collection Administration category, select Site Collection Features. Activate the SharePoint Server Publishing Infrastructure feature.

 2. Navigate to Site Settings and under the Site Actions category, select the Manage Site Features link.  Activate the SharePoint Server Publishing feature. 

If the site was created using the Publishing site template, then the Team Collaboration Lists needs to be activated in Site Features. This is done so the entire site collection can receive the Calendar and Tasks lists.

 

 

 

 

 

 

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk