Vision's IP address ranges are as follows: 

38.106.4.0/24
38.106.5.0/24
38.98.19.178
38.98.19.179
38.98.19.180
38.98.19.181
204.197.206.242
38.140.63.218
38.106.38.0/24
135.84.124.0/24
173.203.0.0/24
209.61.148.0/24
161.47.51.85
161.47.51.86
161.47.51.87
161.47.141.86

Note: IP ending in .0/24 denotes the full range for the last octet, i.e. all addresses ending in .0 through .255

Updated 8/8/2018

Basic

1. Download this document- Basic Training Agenda Template- PMs can fill this out and send to client
2. Make any changes that you need to
3. Email it as an attachment
4. Add any updates to the Wrike Task

Advanced/SuperUser

1. Download this document- Super User Training Agenda Template- PMs can fill this out and send to client
2. Make any changes that you need to
3. Email it as an attachment
4. Add any updates to the Wrike Task

*Do not guarantee clients will receive a training that covers all components in a 3 hour Super User training*

The Super User agenda is not rigid- by request the trainer can focus on client specific aspects-(they don’t want to spend time on the Admin and Configuration tabs- they do want to focus on an assortment of Components… etc) * please notate these requests*

(Super Users must be present for a Basic class prior to an Advanced training)

Advanced Training Agenda

• Administration/Configurations Tabs Reports CMS User Accounts
  • Website User Accounts
  • Workflows/Approval Cycles
  • Security Roles
  • Departments
  • Trash Can
  • Social Media Accounts
  • System Variables
  • Custom Content
  • Friendly URL Redirect
  • Page Templating- Build a new Page Template- Edit Available Page Templates in the Component
  • Effect a Page Template by adding widgets at the Page level 

If applicable- some clients have:

• Advanced Mega Menus
• Custom Fields
• Splash Page Manager
• SSL Settings
• Search Management

If time is available- Site Content(Components A-Z)

• Business Directory
• eNotifications
• Facility Directory
• FAQ
• Form/Survey Tool
• Job Posts
• Online Polls
• Photo Album
• RFPs
• Social RSS Feeds
• Service Directory
• Service Requests
• Staff Directory

By PM Request Only

• Job Application Manager
• Online Payment
• Meetings Manager

Basic Training Agenda (All Users and Editors)

• Dashboard and administration interface overview
• Support Menu and Help buttons
• Intro and overview of Homepage
• Interior page overview
• Site Content tab

• Pages
  • How to find pages in the back end of the CMS
  • Adding, editing and deleting
  • Saving, Archiving and Publishing

• Image Library- How to Upload
• Document Central- How to Upload
• Calendar- Overview of the component, how to Create an Event
• News- Overview of the component, how to Create a News Story

• Review of Concepts / Discussion 

Copy and paste the grid below into the Wrike Task Details, then fill it out:

Did you tell client to set up their training room before the training date?

Tell them: It is best to have everyone participating in the training in to be in the same room watching one projector (this includes web based training).

Participants should each be sitting at a computer with access to the internet. All people who will attend a "Super User/Advance" training must attend a Basic training first.

There is only one TOLL FREE option for web based training: call in using your computer and not by phone.

Setting Up an Advanced Subsite for Regular CMS Users

Homepage Page Template

• Go to Page Templates, Change the “Homeapage – City Library” PAGE TEMPLATE from _Default Content Group to Library Content Group
• Go to Homepage, click Edit Homepage
• On Page Details, Change Content Group of HOMEPAGE itself from _Default to Library

Workflow Set Up

• Add Custom Content 1-step or 2-step approval for the relevant Adv SS Content Group
• Go to Custom Content
• Change Content Group of all Adv SS custom content to relevant CG

CMS User Accounts

• Set up Security Role “Homepage Edit Permissions”

THE GOAL

A page where a non-member visitor can enter a code in order to see certain content, with no manual user verification required on the client's end. As long as someone has the code they may access the content.

THE SOLUTION

With the Form Tool, create a form with only a "Text Information" block with the intended content. Use the following Form Settings:

• Footer progress display: Do not show progress
• Resume progress: Resume not allowed
• Disable question numbering: checked
• Previous page navigation: unchecked
• Form Security: Add New Security Add-In: Password Protection

Place that form on a Form Detail page. To hide form elements such as CAPTCHA, submit button, and password error, place the following CSS in the content area of the page (not the form):

<style>
.validation-summary-errors, .recaptcha_container, .form_submit_footer {
    display: none;
}
</style>

Voila! That's it.

Here is an example on Insight (not visible to clients): Password-protected Content (without Extranet)

By default, a favicon does not show on an iPhone home screen when users bookmark a site. However, if you supply our front end developers with a 114x114 square of the client's desired icon logo, they can turn it into a favicon and an iOS home screen icon.

Alternatively, you can supply the necessary files to front end devs by uploading the image to these sites and downloading the ZIP files they output:

• http://www.iconogen.com
• http://www.iconifier.net

As of 7/20/2017, we only make use of these icons on a site (no special Windows, IE/Edge, Android, or other app icons):

• Main/apple-touch-icon.png
• Main/apple-touch-icon-57x57-precomposed.png
• Main/apple-touch-icon-72x72-precomposed.png
• Main/apple-touch-icon-114x114-precomposed.png
• Main/favicon.ico

Send clients the following:

To grant Vision working access to Google Analytics, please follow these steps:

1. Login to Google Analytics
2. Click the "ADMIN" gear at the lower left
3. Under "ACCOUNT" click "User Management"
4. Under "Add permissions for:" enter our email address: visioninternetsearch5@gmail.com
5. Change the dropdown from "Read & Analyze" to "Edit"

Quick video: https://www.screencast.com/t/6U8aoU3xld

THE PROBLEM

Sometimes, in Firefox*, InVision never loads your list of projects. Instead the loading animation spins interminably.

THE CAUSE

Something is wrong with the cache. You can confirm this in Firefox by opening a New Private Window, then logging into InVision.

Does the problem still occur? If not...

THE SOLUTION

Open Firefox History (Ctrl+H), right-click an InVision page, and choose "Forget About This Site"

The next time you go to InVision, projects should load as normal!

* Note: Chrome has been observed with this issue as well. But Chrome History unfortunately lacks a "Forget About This Site" option.

When the  users enter their credentials, Vision CMS will pass the credential information to AD Web Service, then AD web service will pass to AD to get authenticated. Then AD web service will give the authentication result back to vision CMS6, if authenticated successful, then vision CMS6 allows users login, otherwise, will not.

Vision will store the fetched information in the Vision CMS database.

This is the data that is communicated on sync:

• Username
• First Name
• Last Name
• Email
• LADP Path
• Status (Active or Inactive)

For auto archive: when we swap a page template, the page with new page template is archived and all old archived versions (using previous template) are deleted/removed. 

For manual archive: when we swap a page template, all archived versions are deleted/removed.

We'll need to select from two possible styles for Translate and decide where on the page it should go (typically a spot in the header or footer) so we can tell our developers.

Option A) Google's dropdown menu
looks like this before click: https://www.screencast.com/t/DskAJO9l
--> looks like this when clicked: https://www.screencast.com/t/UMk4gR5vUMeh
--> will show whatever language is clicked by the visitor

Option B) Text link in header or footer
text could say "Translate" or "Español" or similar
--> when clicked, translates to a language pre-selected by the client (e.g. Spanish) but then offers options to change that language
example: "Translate" at the top of Loveland, CO http://www.cityofloveland.org

We have been doing investigation and testing on this issue, and I have another way to look at this that may help.

When you open the document on the desktop you are using the full featured program (Word, Adobe Reader, etc). When the exact same file is accessed from a link on a site, most visitors view it in-browser and the this means IE, Chrome or Firefox is displaying the document. While this works fine most of the time, the browser sometimes does not get it 100% correct.

A notorious example was a PDF that used tabs instead of pages. No browser could open it due to the uncommon format but it opened easily with Adobe Reader. PDFs with fill-able forms also rarely work in-browser, and document links that use scripts frequently get blocked for security reasons by browsers.

1. Login to Box.com (support agents use support@visioninternet.com)

2. Click to enter the Vision Client Upload folder

3. On the right side of this folder, click Invite People

4. Enter the client's email address

5. Change Invitee Permissions to "Uploader"

6. Click Send Invites

THE PROBLEM

The mouse wheel cannot scroll on one or more pages of a client's site, but only in one browser: Internet Explorer.

THE CAUSE

There is an IE-only stabilizing script on some sites that is misfiring.

THE SOLUTION

It's a quick bug fix for the front end developer team. Assign it to them in Wrike.

Request for a quote should be submitted through this Wrike form - Request a Quote

Then from there, please include as much details as you can. The more details you will provide, the faster that you will get your answer. 

Please include the following information:

• Is this for a prospect, a new client, an existing client?
• Is this for CMS6, or other legacy apps/systems?
• Is this for their main site, sub site, ADT, BDT, other?
• What is the client's problem that we are trying to solve / improve?
• How does it currently work? Or what is the current process/logic?
• Is there a URL, a page, a screenshot, a video we can look?
• Are they open to workarounds?
• What is the urgency and importance of this request? 
• Do they have a budget? If so, what is their budget?
• Do they have a deadline? If so, what is their deadline?

First ensure an SSL certificate has been purchased and installed for this client. (The client will pay for the SSL certificate—more info here.)

Once SSL is installed, enabling it site-wide is quick and easy and should not noticeably impact page load times.

To enable SSL site-wide:

Configurations >> SSL Settings >> Select All >> Save

Here is the list of exclusions:

*/advanced-components/*
*/feedback*
*/_gfx/*
*/*.css*
*/ftp/*
*/*.js*
*&ftitle=*
*ComponentArtScript*
*/*.ico*
*&returnURL*
*/WebResource*
*/search.aspx*
*item-*
*ascn*
*PhotoID*
*sortn*
*.js
*-alpha-*
/-selectview
/-selcat
/-seldept
/-curm
/-cury
*toggle=all*
*toggle-all*
*npage=*

THE PROBLEM

1. webmaster and sysadmin logins do not work, yet you have confirmed the correct password
2. Online Reference pages are blank

THE CAUSE

The web server is not successfully connecting to the VMC (Virtual Management Console). This almost exclusively happens when the client hosts their own website and blocks remote connections to Vision's VMC server.

Sometimes the web server connects to VMC, but the connection settings are invalid. For example, if the web server restricts certain SSL ciphers, this can block the connection.

THE SOLUTION

1. Client IT will need to allow remote connections from their web server to 38.106.5.255 over ports 80 and 443.
2. Confirm what IP address(es) the client's web server would use when connecting to VMC, then request a Vision network administrator to allow that IP address to connect to VMC.

If you have access to the Google Analytics account, getting web traffic data for a department's pages is easy!

Following this example screenshot: http://screencast.com/t/0YuyLE4V

1. Choose the intended date range on the top right
2. On the left, click "Behavior >> Site Content >> All Pages"
3. If you want one department's analytics, there is a search filter in the bottom data frame: enter the department page path and hit Enter
4. If you want to export this department page traffic data, that option is near the top

THE PROBLEM

When a user clicks the unsubscribe link from an eNotification, they receive a Page Not Found error like this:

Oops, the page did not load...

We've encountered an error while trying to load this page,
http://www.clientdomain.gov/page/advanced-components/redirect-helper/-rfn-SubscribeDeleteResultPage/-delsubResult-deleted.

The user may or may not get unsubscribed when this happens.

THE CAUSE

There are three possible causes:

1. The redirect helper system variable does not point to the right page

2. The redirect helper page does not exist or has been deleted

3. The redirect helper page exists but has been expired or otherwise made unavailable (but the user will be successfully unsubscribed)

THE SOLUTION

1. Only SysAdmin has access to the "Submission Redirect Helper Page" system variable, but you can see what page is being directed to on the broken link error page and track it down using that.

2. If the page path truly doesn't exist, create a new Redirect Helper page (page template with "Redirect" widget should exist already), then ask a SysAdmin to update the "Submission Redirect Helper Page" system variable.

3. If the Redirect Helper page or any of its parent pages are expired, unexpire the page(s).

1. Edit your content area and choose a photo from the image library.
2. Resize your image and right click to enter the image properties.
3. Copy the image URL. Click ok.
4. Open up the hyperlink manager and paste the image URL into the URL field.
5. Save and publish. Now when we click the image from the front end, it opens full size in a lightbox!

To find the largest documents taking up space:

1. Login to the CMS
2. Go to Document Central
3. Click the search bar and press Enter (leave it blank) to list all documents in the system
4. Click the File Size column header to sort by file size
5. Click the File Size column header a second time to sort largest-to-smallest

A shortcut is to go to this address:

[CLIENT DOMAIN]/Admin/Document/Search?size=0&folderid=2&cSubfolder=true&cScope=all&cSeperator=%2C&_=1476995174220&orderBy=FileSizeStr-desc

There are several reasons why we do not use ADFS for CMS6:

• Our visionCMS has some logins that must work whether Active Directory is used or not, such as the Vision Webmaster account login. ADFS does not have allow this.
• Our visionCMS allows a client to use Active Directory for both visionCMS Users and Members at the same time. ADFS does not allow this.
• Our visionCMS can easily switch back and forth from using Active Directory to not using Active Directory, it would not have been easy to switch it ON and OFF with ADFS.
• If Microsoft updates and makes changes to their ADFS solution it could break our system.

Fun fact: You can tell the Adobe Reader browser plugin how you want it to display your PDF. Here is how to control the default zoom and starting page number.

Say you have a PDF:
http://www.adobe.com/content/dam/Adobe/en/devnet/acrobat/pdfs/pdf_open_parameters.pdf

Add #zoom=100 to default the user's zoom to 100%:
http://www.adobe.com/content/dam/Adobe/en/devnet/acrobat/pdfs/pdf_open_parameters.pdf#zoom=100

Then suppose you want users to automatically start on page 5. Add &page=5 to the end of that:
http://www.adobe.com/content/dam/Adobe/en/devnet/acrobat/pdfs/pdf_open_parameters.pdf#zoom=100&page=5

Please note this will only affect users who open PDF's in their browser with the Adobe plugin. So this will affect most but not all website visitors.

THE PROBLEM

You have a Facility Directory page displaying both the map and list widgets. When a facility link is clicked, however, the detail view pages shows two of the same facility!

THE CAUSE

A widget setting in the Facility Directory Map widget controls whether the page loads all widgets or just one instance.

THE SOLUTION

1. Request that a SysAdmin edit Widget Builder for the Facility Directory Map widget in use. Have them check this option to display:
   
   
   • Load Detail View in Current Page (same page + record ID)
2. Once that is done, edit the facility directory page, and set that widget option to "No"

THE PROBLEM

When printing a PDF of an applicant's submitted job application:

• Formatting is stretched, too big, cut off, or has excessive blank space
• It uses too much paper
• It does not list submission date
• It does not list position applied for

THE CAUSE

The PDF export feature of the job applicant manager is under review for future enhancements, but there is no estimated date to resolve the above items.

THE SOLUTION

Don't use PDF export to print job applications. Instead, print the job application report email that is notified each time someone applies.

1. Do the following for all job postings:
   1. Under "Application Details" set "Notification Mode" to "Full Report"
   2. Under "Application Details" include an HR address within "Email Notification to"
   3. Ensure on the job application that any application answers meant to be printed are not marked as "Sensitive" (otherwise those answers will not be emailed)
2. Print the email that is sent to the HR address

Good news! There are often ways to find past versions of a page if you have the URL of the page you are trying to recover.

One way is to search on the Internet Archive Wayback Machine for previous versions of the page at
https://web.archive.org

Another way is to search for the page URL on Google, then click the small arrow next to the address to access an older "Cached" version of the page. Example screenshot:

THE PROBLEM

The bottom of a Forms & Surveys Tool form shows this:

THE CAUSE

When this error displays at the bottom of a form, it means the domain needs to be registered with Google to use Google reCAPTCHA. Vision typically does this at launch. It is not a bug, per se, but often it means the client has multiple domains or a new domain while we have only registered one of them with Google.

Example case:

• www.clientdomain.gov/form works
• www.clientdomain.ca.us/form has error

THE SOLUTION

Explain that Google reCAPTCHA is registered by domain, and give the client two options:

1) Set up redirects so that all traffic to their secondary domains reroutes to their primary domain (e.g. user types in www.ci.wilmington.de.us and gets redirected to www.wilmingtonde.gov). This will also solve this problem as well as prevent problems with confusing search results and analytics. (For subsites this will not work; use option 2.)

2) Request a list of all domains that point to their site, including subsites if they have them. Then add those domains to the client's entry on https://www.google.com/recaptcha/admin (if the client's website doesn't have an entry yet, it can be created there). You can also request @Lyman to do this if you provide him with the list of domains.

Our system does allow adding meta keywords and descriptions to a page:

1. Edit the page
2. Click the Show All Options bar
3. Go to the Tags & Meta Data sub-tab

However, if you are considering using meta keywords, we should point out large search engines like Google began ignoring meta keywords before 2009 due to webmasters abusing them. So it may not be worth spending time on them.

This was Google's blog post announcing it: https://webmasters.googleblog.com/2009/09/google-does-not-use-keywords-meta-tag.html

• GA [Production Manager] (Primary Responder - For Custom Work Requests)
  • Binh [Senior Production Developer] (Backup)
• Adriane [Frontend Developers Supervisor] (Frontend)
  • Gerry (Backup)
• Natalia [Art Director] (Design)
  • Anna (Backup)

• Localized or Client-Specific Customizations
  
  • Customizations are non-standard features of the CMS. In other words, these are modified/enhanced version of some standard features of the CMS altered to solve a different problem or goal.
  • If a common customization was requested by 3 or more clients or prospects, please send a separate request to Products team for a global solution.
  • GA will be the primary responder for these requests.
  • Examples of customizations include, but are not limited to:
    • Embedding of third-party widgets
    • Creating a new widget
      • Fetching and displaying data from a CMS component
      • Fetching and displaying data from an external source
      • Submitting form data to an external or third-party tool
      • Doing custom form calculations
    • Modifying or enhancing an existing/standard component widget
      • Adding a custom field and adding a column/s in the table/grid and details view
      • Swapping an existing widget to a different widget

Importing is great for components that may contain a large number of entries, however the current behavior of the import tool has to be kept in consideration in order for the best results with the Content Migration; the import tool is only capable of component data to a single Content Group for each sheet imported.

Therefore, for best results confirm with the client if they want the data imported to respective Content Groups. If so, have them provide .csv files for each CG for a given component. Otherwise, the imported content will have be changed manually via the CMS, which can be very time consuming.

1. View page source (Ctrl+U)
2. Find (Ctrl+F) this: "nid:" (or copy/paste below)

   nid:

3. The numbers after the colon are the navID

This information is included within the contract, however it is important to let the client know that the following is not transferred via the script. Usually it is best to notify the client early on (Consulting phase).

• Forms
• News (Blog View)
• Link Library
• Newsletter
• Photo Album (Flash View)
• Weather Forecast (Replaced by Yahoo! Weather)
• Custom Scipts
• Customizations

Short answer:

Break all links to the page and tell Google to reindex. Google may take up to 1-2 weeks to reindex.

Long answer:

1. Remove all links to the page. If a public-facing page links to the hidden link, Google will always find and index it.
2. Break the link. If the page linking to the hidden link is not under your control (i.e. on another website), make the URL go nowhere.
   
   • If it is a page they don't want to delete, move it and update its friendly URL.
   • If it is a document, it must be deleted.
3. Tell Google to reindex using Google Search Console (a.k.a. Google Webmaster Tools). (Steps how to be added later or to another FAQ.)

A.K.A. When adding a thumbnail to a news or event item, what size should it be?

Short answer:

Shorter than 394 pixels, roughly 6:5 aspect ratio. 4:3 ratio is OK.

Long answer:

Facebook timeline image width is 470 pixels.* Max image height is 394 pixels.

Images taller than 394px will have awkward white space added on the right.

The aspect ratio is an odd 235:197, or roughly 6:5. 4:3 ratio is fine also.

* Much smaller thumbnail images will be cropped and resized to a ~156x156 square beside the title. It looks like this, except if the thumbnail is not square it will also cut off the sides:

Not only is the resolution blurry, this format gets almost no clicks as a Facebook share and should be avoided.

FRONTEND

• Adriane
• Gerry (backup)

BACKEND

• G.A.
• Binh (backup)

• Homepage Initial Designs and Final Designs
  • We only need to review the final designs if there are major changes since the last time we reviewed it.
  • We can also review the designs as early as in the wire-framing stage - this way we can set the proper expectations to the client and not waste a lot of time spent in the design and finding out later it is not possible or out of scope. This is very important especially if we are going to use a non-standard widget in the homepage or design.
• Interior Page (if something is out of the ordinary like adding a new widget or swapping an existing widget)
• Customizations (like emergency page, custom mobile homepage, custom page template/layout, custom widget, day & night theme, seasonal theme, etc...)
  
  

1. A link or links to the InVisionApp design(s) to be reviewed and the annotated wireframe design.
If you only want one design to be reviewed, please provide only one link.
If you want multiple designs to be reviewed, please provide multiple or all respective links to each design and provide comments. If the additional designs are only showing the inactive tabs in the first design, then you don't need to repeat the comments in the first design.

Examples:
  https://invis.io/4E7EHTHAD
  https://visioninternet.invisionapp.com/share/4E7EHTHAD#/screens/160715805/comments
  https://visioninternet.invisionapp.com/d/main#/console/7155101/159564346/comments

2. Comments, comments and more comments...
Always tell us what you want to happen or how you want the widget to function. It is important that what the client is expecting, and what you've designed and what we will implement later on will 100% match/align. If you don't know more of the specifics or you will need other ideas/input, please let us know too - we'll be glad to give our other ideas on the table. Make sure to use the "Notes" type of comment in InVision so we (Design Review team) will know which comments to look at or respond to.

THE PROBLEM

When clicking and dragging to resize an image in the WYSIWYG editor, the image won't resize proportionally. Instead, it stretches or squishes the image.

Or the image appears to be sized proportionally on desktop, but at mobile responsive widths the image appears squished or stretched.

THE CAUSE

The image has both a height and width set, which conflicts with responsive design!

Even if the height and width are set proportionally in desktop view (for example when click-drag resizing in Firefox), the mobile view is forced to squish the image's width inward while leaving height the same.

THE SOLUTION

First, do not click and drag to resize an image.

Second, only set an image width, not a height. The browser will then apply the height automatically.

Here is a quick method:

1. Click the image
2. Click the image "Width" box below the WYSIWYG editor

3. Change "Width" to another number (in pixels), then press tab. The image will resize proportionally.
4. Repeat steps 2 and 3 until the image is the desired size

Important: Do not touch the "Height" attribute, as setting a height will cause the image to stretch and squish. If the height has already been set on an image, you can unset it by deleting the number in the "Height" box and pressing tab.

Sometimes user-entered Javascript will render a page uneditable in the CMS back end. If this happens, there is no need to get a developer involved. You or the client can reset the page, dumping all of its contents, by swapping its page template temporarily.

BEFORE ANYTHING ELSE: Back up the page content! (Copy the HTML, not the design view.)

If you can't edit the page to copy its content, a technical way to grab the content is to view source and search (Ctrl+F) "content_area" to locate <div> tags with user-entered content. You will need to pore though HTML to figure out what user code is between the <div> and </div> tags.

To reset or empty a page's content:

1. Go to the back end Page list view under Site Content >> Pages
2. Find the page, and on its right hand options, choose "Swap Page Template"
3. Note the current page template -- you will need to set it back in a moment
4. Swap to any other page template
   *** YOU WILL LOSE ALL CONTENT ON THIS PAGE ***
5. Swap the page template back to the original one it was using

Then you should be able to edit the page again.

Hopefully I can shed some light to help explain the cost --

The cost covers coordinating our teams to:
* spec and interpret the request
* log into the site database
* update the graphic design on file
* replicate live site settings on our development copy of the site
* analyze and change code
* make changes responsive
* test that it displays properly in all supported browsers
* document changes
* secure your approval
* make any necessary revisions
* synchronize changes with our backup copy of your website
* make the changes live on your site

The great thing about our CMS is that it automates programming so coding expertise is generally unnecessary. However any changes to the overall structure or logic go through the development workflow above.

The website is the primary portal for public information, so accuracy is paramount. These steps ensure high quality, but they can take more time than is readily evident.

Take this link below and change the YELLOW HIGHLIGHTS to the client's website domain and the NavID number of the target page:

http://WWW.CLIENTDOMAIN.COM/Sys/Sso/Login?ReturnUrl=%2F%3Fnavid%3DNAVID_NUMBER

This is now the URL they should use wherever they have member group login links.

THE PROBLEM

When the editor goes to edit a page, they receive the "Error! Form elements are only supported when the content area is set to iFrame!" message and the content area appears empty

THE CAUSE

The addition of the ability to edit a content area with inline editing has removed a type of iFrame that wrapped the content area when using the pop up window. This now causes the warning message when an embedded form is on the page.

If you look on the HTML and see <form> tags, this is what is triggering the behavior.

THE SOLUTION

If the content area is accessed through the traditional pop out box after clearing the error, the content will appear and be editable.

We can also activate the content area widget control that will allow the inline editing to be disabled for that page and the warning will no longer appear. Ask anyone with sysadmin rights to do this.

Owner: PM
Resources: team
Notes: Post-mortem/review of project process. Convert to an event once scheduled.

Owner: PM
Resources: PM
Notes: Send email to everyone@visioninternet.com with information about the website

Owner: PM
Resources: PM
Notes: Send template email to client with link to survey

Owner: PM
Resources: Client, NetAdmin
Notes: Review the checklist

Owner: PM 
Resources: Client, NetAdmin
Notes: Client updates DNS A record, PM notifies IT

Owner: PM
Resources: PM
Notes: Client updates and finalizes content. PM advises client as needed.

Owner: PM
Resources: PM, Technical Support, Client
Notes: Email client based on template

Owner: PM
Resources: Technical Support
Notes: Discuss date of go-live with client

Owner: PM
Resources: PM
Notes: IT launch checklist

Lessons Learned:

• If a client wants online payments, they need an SSL certificate, which doesn't typically work until after the site has launched.

Owner: PM
Resources: PM, client
Notes: Contact client to schedule date of go-live and coordinate with IT. Follow checklist.

Owner: PM
Resources: FE Developer, BE Developer, GD, QA Specialist, NetAdmin
Notes: Send client sign-off document and have them execute/send back

Owner: PM
Resources: PM, client
Notes: Send list to programming for completion

Owner: PM
Resources: PM
Notes: Send client sign-off document and have them execute/send back with date of completion

Owner: PM
Resources: Technical Support
Notes: Client creates punchlist, Vision creates addendum if needed

Owner: PM
Resources: PM/CMS Support
Notes: Send email to client based on existing template

Owner: Trainer/PM
Resources: PM
Notes: Refer to Training Scheduling pages for more detail

Owner: Trainer/PM
Resources: PM
Notes: Refer to Training Scheduling pages for more detail

Owner: Trainer/PM
Resources: PM
Notes: Refer to Training Scheduling pages for more detail

Owner: PM
Resources: PM
Notes: Conduct post-transfer QA launch checklist items

Owner: PM
Resources: PM
Notes: Conduct new site configuration checklist

Owner: PM
Resources: PM
Notes: Go through the Post-Transfer checklist

Owner: PM
Resources: PM, Content Migrator
Notes: Go through the Post-Content Migration/Transfer To-Do checklist

Milestone: XM4-4
Owner: Backend developer
Resources: PM, Backend developer, NetAdmin
Notes: IT transfers, configures, and sets up the website on production servers

Owner: PM
Resources: PM
Notes: Coordinate with IT and create ticket in BTNET. Refer to sheet 3-SL01 Site Transfer in the Project Profile. 

Lessons learned: 

• Make sure to always provide IT with client's domain(s) in the site transfer ticket
  • Technical background: Our webserver configuration uses host headers to direct traffic to the correct website on the server. Every time a user tries to load a website, it sends a request to the server and says “I want something for the website example.com”, so we need to set our server to direct example.com to the correct website. If that doesn’t get setup, their domain will not resolve to their website and will produce a 404 error.
• Specify if www should work or not

Owner: PM
Resources: PM
Notes: Go through checklist

Owner: PM
Resources: PM, Content Migrator
Notes: PM completes content re-organization OR schedules a content migrator through migration Lead

Owner: PM
Resources: BE Production Manager, BE Developer, PM
Notes: IT downloads the database/file center, BE programmer imports into new website. Any issues found are reported to PM.

Owner: PM
Resources: PM, Content Migrator
Notes: Meet with IT and Lead BE to coordinate date/time, then post BTNET ticket assigned to IT

Owner: PM
Resources: Content Migrator

Milestone: XM3-4
Owner: PM
Resources: Accounts
Notes: PM receives website prototype and notifies accounts for billing

Lessons Learned:

• Make sure you have a list of the customizations on the old CMS and find out whether they are doable on the new CMS before going to implementation (upgrades only)

Owner: QA Specialist
Resources: FE Developer, BE Developer
Notes: Issues/bugs are sent back to programming, then returned for resolution confirmation

Owner: QA Specialist
Resources: QA Specialist
Notes: QA Specialist runs through QA checklist

Owner: PM
Resources: PM, Trainer
Notes: Refer to Training Scheduling pages for more detail

Owner: PM
Resources: PM, QA Specialist
Notes: Liam requests QA to be scheduled, PM creates a new ticket

Owner: PM
Resources: BE Production Manager, BE Developer, PM
Notes: HTML/CSS is implemented to the visionCMS

Owner: PM
Resources: FE Production Manager, FE Developer, PM
Notes: HTML/CSS templates are created

Owner: PM
Resources: PM, NetAdmin
Notes: Remind client if no progress has been made

Owner: PM
Resources: PM
Notes: Add to the project profile

Owner: PM
Resources: PM
Notes: Create BTNET ticket and assign to Frontend Lead 

Owner: PM
Resources: PM
Notes: Complete project profile

Owner: PM
Resources: PM, Client
Notes: Worksheet completed and approved with user credentials for training

Owner: PM
Resources: PM, Content Migrator

Lessons Learned:

• Ask clients if they have any large documents (30+ MB). Document central can't be used for files this size.

Owner: PM
Resources: PM
Notes: Sitemap also has content groups identified

Owner: PM
Resources: PM
Notes: Reorganize pages from current sitemap based on new navigation structure determined by the wireframe

Owner: PM
Resources: PM
Notes: Send ticket to GA with list of widgets and main navigation

Owner: PM
Resources: PM
Notes: Client returns completed sitemap back to PM

Owner: PM
Resources: PM
Notes: The approval cycle from the current site will be carried over, thus this is only applicable if the client wants to make changes to their current setup

Owner: PM
Resources: PM
Notes: Send the proposed sitemap to client and request for their review and reorganize if necessary

Owner: PM
Resources: PM, Content Migrator
Notes: Reorganize the current pages into the new navigation structure determined by the wireframe

Owner: PM 
Resources: PM, Content Migrator
Notes: Create existing sitemap down to the third level of navigation

Owner: PM
Resources: PM, Content Migrator
Notes: See content migration scheduling process

Owner: PM
Resources: PM
Notes: Send email with survey link to client - see template for reference

Owner: PM
Resources: PM
Notes: Official signoff

Owner: PM
Resources: PM
Notes: Client must sign-off on written approval

Owner: Graphic Design
Resources: Graphic Design
Notes: Designer makes revisions to interior pages based on client feedback

Owner: PM
Resources: PM
Notes: Present to client with link to comps on InVision. Encourage client to post comments and feedback in InVision with instruction if needed.

Owner: PM
Resources: Frontend and Backend Production Managers
Notes: Make comments on InVision and send link to DesignReview@visioninternet.com

Owner: Graphic Design
Resources: Graphic Design
Notes: Designer creates interior design concepts and mobile designs

Owner: PM
Notes: PM
Resources: After all revisions are made, client must sign-off on the written approval

Owner: Graphic Design
Resources: PM
Notes: Make revisions (as few as possible) to homepage design based on client feedback

Milestone: XM2-4
Owner: PM
Resources: Finance
Notes: Billing Milestone - notify Elizabeth

Owner: PM
Resources: PM
Notes: Present to client with link to comps on InVision. Encourage client to post comments and feedback in InVision with instruction if needed.

Owner: PM
Resources: Frontend and Backend Production Managers
Notes: Make comments on InVision and send link to DesignReview@visioninternet.com

Owner: Graphic Design
Resources: Graphic Design
Notes: Designer creates design concept(s - depending on # stated in contract)

Owner: Graphic Design
Resources: Graphic Design
Notes: Art Director delivers to designer

Owner: Carrie, Bryan, or Joe
Resources: Trainers or PM
Notes: Workshop is delivered depending on type of content strategy package included in the contract

Owner: PM/UX Specialist
Resources: PM/UX Specialist
Notes: PM sends IA approval package with consulting workshop summary email

Owner: Graphic Design
Resources: Graphic Design, PM
Notes: Art Director reviews mood board and collects assets/input/feedback etc.

Owner: UX Specialist
Resources: UX Specialist, PM
Notes: UX specialist presents usability study and wireframes

Lessons Learned:

• Take any opportunity to remind the client of the goal for the consulting meeting regarding the wireframe approval. If you suspect or they tell you approving something on the spot will be difficult, communicate with UX to see if it would make sense to give them access to the wireframe ahead of the meeting.

Owner: PM
Resources: PM
Notes: 

• Cover Consulting Workshop agenda
• Present the implementation process timeline deck, for either upgrade or new projects
• Fill out Upgrade Consulting Checklist (if necessary)

Owner: UX Specialist, PM
Resources: UX Specialist, PM
Notes: Send to production for review and verify it's within scope.

Owner: UX Specialist
Resources: UX Specialist, PM
Notes: Create wireframes based on discovery package

Owner: Graphic Design
Resources: Graphic Design/UX/PM
Notes: Board is created based on findings from discovery package.

Owner: UX Specialist/Graphic Design
Resources: UX Specialist/Graphic Design/PM
Notes: Check submissions to verify that client has completed surveys by due date

Owner: PM
Resources: PM, Content Migrator
Notes: Refer to Content Migration Standards

Owner: PM
Resources: PM
Notes: Suggest days, check with Uriz and Natalia and their calendars.

Lessons Learned:

• Confirm that all key decision makers can attend and consider rescheduling if not
• Track progress from both client and Vision during time in between kickoff call and consulting meeting to ensure data gathering is complete. Otherwise, this could end up in friction if we proceed with the consulting meeting. Include UX and client in discussion about whether to proceed.
• If possible, schedule the kickoff and consulting meetings within the PST business hours. Be careful not to push it however so the client becomes irate.

Owner: PM
Resources: PM, UX Specialist
Notes: Help client install if needed

Owner: PM
Resources: PM, UX Specialist
Notes: If the client already has an account, request access. If not, help the client set it up.

Owner: PM
Resources: UX Specialist
Notes: Send surveys, InVision instructions, heat mapping and Google Analytics implementation instructions

Owner: PM
Resources: PM, UX Specialist
Notes: Provide a summary of what was covered during the kickoff call and schedule/confirm date for consulting meeting

Owner: PM
Resources: PM
Notes: Refer to the Content Migration Scheduling Process for more information.

Owner: PM
Resources: PM
Notes: Set up FTP, Dropbox, or other preferred method

Lessons Learned:

• Make sure the client doesn't have an existing FTP that hosts minutes/agendas/other documents
• If possible, avoid using a method the client hasn’t used before

Owner: PM
Resources: PM/UX Specialist
Notes: Create ticket in accordance with UX process documentation

Owner: PM
Resources: PM
Notes: Use the kickoff deck, for upgrade or new projects

Owner: PM
Resources: PM
Notes: Invite client and RSM

Owner: PM
Resources: RSM, PM, Production Manager (Optional)
Notes: Read hand-off meeting documentation - Sales to Ops Agenda

Owner: Lead PM
Resources: Lead PM

Milestone: XM1-4
Owner: Admin
Resources: Accounts / Legal / Sales / Admin
Note: See Introduction email templates and hand-off agenda

To reset one site's cache in Chrome:

1. Launch Google Chrome and click on the Menu on the top right corner and click on Settings
2. Scroll to the bottom and click on "Advanced"
3. Under the "Privacy and security" section, click on "Content settings"
4. Click "Cookies", then "See all cookies and site data." It opens a new window with a list showing all stored cookies and cache
5. Type your URL in the "Search cookies" text box in the top right corner. The list is filtered showing only data from the searched domain
6. Click the "Remove All Shown" button

To reset one site's cache in Firefox:

1. Press Ctrl+H to open the History sidebar
2. In the History search, enter your URL
3. Hover over the result(s) below until a tooltip appears beginning with your URL (it may be the first entry or could be further down)
4. Right-click that result and choose "Forget About This Site"