Course Module Setup Guide

Overview

The Web Engine course module provides the user with the ability to develop an online course website. The course module has been used to develop online Bible courses as well as digital training for various partners in the church.

These notes assume that there has been a website created for the online course system. The following notes should provide the needed details to setup and configure a website to be used for the Web Engine course module.

Realize this is just a basic configuration of the courses module. Your team should work with a web designer to develop the pages of the website to fit your branding. These notes simply build the website structure, you will need to provide the content (images, text, videos, etc.) for the website and courses.

How to

Courses Module: Provider

Create a provider in the Courses Module:

• Expand the Courses module.
• Click on Manage providers.
• Click on button Add provider.
• Title: enter the name of the provider.
• Language: add the language for the provider. (If not there, add under entity)
• Click on Create provider button.
• Click on Edit provider button.
• Under Basic information section, add the provider Contact email.
• Click on Save button.
• Scroll down to Settings and see that Regions is checked.

Admin Area: Authentication

Create a User collection for the website frontend users

• Expand the Admin Area.
• Expand the Authentication region.
• Click on User Collections.
• Click on Add user collection.

• Name: provide a meaningful Name for the collection.
• Type: Entity (usual case).
• Entity: usually the current entity.
• Click on Create button. (this opens the collection interface for editing)

Configure the User collection

• Providers:
• Click on Add email sign in button.
• Click on Update button.

1. Profile fields:
2. Click on Add field button.
   • Name: "username" (lower case).
   • Label: "User Name".
   • Type:  Username .
   • Checkmarks for: Required, Unique.
   • Click Add button.
3. Click on Add field button.
   • Name: "email" (lower case).
   • Label: "E-Mail".
   • Type: Email.
   • Checkmark for: Required.
   • Click Add button.
4. Set Profile name field: User Name.
5. Click the Update button.

(When the fields have been created)

Web: Pages

• Create the webpages listed below under the created website and create the website structure.
• Then set the page dynamic content.
• Dynamic content is configured with the following steps:
  • Click on the page menu (three vertical dots by page title), and then select Page settings.
  • Click on the Advanced tab.
  • Scroll down to the Dynamic content section.
  • Resource will be set as indicated below.
• Note: When selecting Page Presets, watch the language code, set correct code for your website.
• Verify under the website authentication is activated:
  • Expand the website.
  • Click on Authentication sub-module.
  • Authentication enabled: set a checkmark.
  • Set User collection to the created collection.
  • Set Checkmark under Courses: Create students for the provider.
  • Click Update button.
• Finish the remaining Authentication configuration later, as pages need to be created first. You may notice warning messages on the blocks, note the block, then complete all the steps below. Once all the configuration below is completed, review any blocks with an error message and verify the error message is cleared.

Website Pages:

• Home: 
  • Page Preset Basic: add content later.
  • Dynamic content: Course Provider, select your course provider.
  • Click Update button.
  • Cache Control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.

• Courses: 
  • Page Preset Basic: add content later.
  • Dynamic content: Course Provider, select your course provider.
  • Click Update button.
  • Cache Control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.
• Course detail:
  • Subpage under Courses page.
  • Page Preset: Courses: Course detail(watch language code! ex: en = English).
  • Dynamic content: Course, set checkmark for has dynamic url.
  • Click Update button.
  • Cache Control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.

• Course content: 
  • Subpage to Course detail.
  • Page Preset: Courses: Course content.
  • Dynamic content: Lesson,  set checkmark for has dynamic url.
  • Cache Control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.

• My courses: 
  • Subpage to Courses.
  • Page Preset: Courses: My courses(choose EU if you are located there).
  • Open Page settings, goto Advanced tab
  • Scroll to Page access: Require authentication checked (no user group required).
  • Cache Control: no-cache, no-store set checkmarks (may need administrator)
  • Click Update button

• Messages: 
  • Page Preset: Courses: Messages(choose EU if you are located there).
  • Open Page settings, goto Advanced tab.
  • Scroll to Page access: Require authentication checked (no user group required).
  • Cache Control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.
• Advisor:
  • Page Preset: Courses: Advisor (choose EU if you are located there).
  • Open Page settings, goto Advanced tab.
  • Scroll to Page access: Require authentication checked (no user group required).
  • Cache control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.
• Sign in: 
  • Page Preset: Basic.
  • On the page, keep the Section & Container blocks, remove all blocks inside the container.
  • Add Authentication block Sign in form.
  • Update Form fields under Properties with desired texts.
  • Click Save button.
  • Open Page settings, goto Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.

• Verify sign in: 
  • Page Preset: Basic.
  • Leave Section, Container and breadcrumbs. Remove other blocks.
  • Add new Section block, Container block.
  • From Authentication add a Verify sign in block.
  • Update Title Verify sign in.
  • Click Save button.
  • Open Page settings, goto Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.

• Sign in failed: 
  • Page Preset: Basic.
  • Leave Section, Container and breadcrumbs. Remove other blocks.
  • Add new Section block, Container block.
  • From Authentication add a Sign in error in block.
  • Update Title Sign in Failed.
  • Click Save button.
  • Open Page settings, goto Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.

• Register: 
  • Page Preset: Basic.
  • Leave Section, Container and breadcrumbs. Remove other blocks.
  • Add Authentication block Registration form.
  • With the Registration form selected, review properties fields, update with desired texts.
  • Title: Create an Account.
  • Submit label: "Register".
  • Click Save button.
  • Open Page settings, goto Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.

• Privacy policy: 
  • Page Preset: Basic.
  • Update Title block: "Privacy Policy".
  • Add your policy information to the page.
  • Click Save button.
  • Open Page settings, goto Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.
• My account: 
  • Page Preset: „Courses: My user account (en)“ (verify language code is correct for your installation).
  • Open Page settings.
  • On General tab: Click Modify button, adjust slug to: "account“.
  • Click Update button.
  • Go to Advanced tab.
  • Page access: set checkmark for Require authentication.
  • Scroll to Cache control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.

• Notifications:
  • Subpage to My account page.
  • Page Preset: Courses: Notifications (en)(verify language code is correct for your installation).
  • Open Page settings.
  • On General tab: verify slug reads: "notifications“.
  • If changes, click Update button.
  • Go to Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.
• Delete account: 
  • Subpage to My account page.
  • Page Preset: Courses: Delete account (en) (verify language code is correct for your installation).
  • Open Page settings.
  • On General tab: verify slug reads: "delete-account“.
  • If changes, click Update button.
  • Go to Advanced tab.
    
  • Scroll to Cache control: no-cache, no-store set checkmarks (may need administrator).
  • Click Update button.
• Terms and Conditions:
  • Page Preset: Basic.
  • Add your policy text later.

Configure website pages and their blocks

Home: 

• Need website design, then build the homepage.

Courses: 

• Add new Section, Container, then Courses Collection blocks.
• For each Courses collection block, set Collection & set course detail page.
• If you don't have any courses created, save, then come back later.

Course Detail:

• Page Settings > General:
  • Title: click on icon, end of field, select Title.
  • Name: Course.
  • Description:  click on icon, select abstract.
  • Hide in Menus: set checkmark.
  • Click Update button.

• Page Settings SEO > Open Graph:
  • Title & Description set, overwrite if desired.
  • Image: click icon, select Image.
  • Type: set Website.
  • Click Update button.

• Page content:
  • Click on Hero block: Set course detail & lesson detail pages.
  • Click on Registration Form block: add email address.
  • Click on Table of Contents block: set Lesson detail page.
  • Save.

Course Content:

• Page Settings > General:
  • Title: click on icon, select Title.
  • Name: Course content.
  • Description:  click on icon, select Abstract.
  • Hide in Menus: set checkmark.
  • Click Update button.

• Page content:
  • Click on Course Navigation block: Set lesson detail page.
  • Click on Course content block: Set lesson detail page.
  • Click on Save button.

My courses:

• Page content:
  • Click on Enrolled Courses block: Set course & lesson detail pages.
  • Click on Save button.

Messages:

• Can't be modified.

Advisor:

• Page content:
  • Student Advisors: Set messages pages.
  • Click on Save button.

Sign in

• Configured above.

Verify sign in

• Configured above.

Sign in failed

• Configured above.

Register

• Configured above.

Privacy Policy

• Add Privacy policy from legal department.

My Account

• Can't be modified.

Notifications

• Can't be modified.

Delete Account

• Can't be modified.

Terms and Conditions

• Add your policy text from legal department.

Website: Authentication

• Configure Authentication section under Website.
  • Set above.

• Registration
  • Registration enabled: checked.
  • Require registration: checked.
  • Require terms acceptance: checked.
  • Registration terms label (example): „I give permission for the Adventist Discovery Centre UK and Ireland to hold my contact details on their database to keep in contact in respect of my correspondence course.“
  • Terms link: set to slug of Terms and Conditions page.
  • Terms link label: ex: "Terms of Usage".
  • Click Update button to save changes.

• Providers
  • Enabled providers: Email sign in
  • (if no provider is there, go back to "Admin Area Authentication" above)

• User Menu
  • Leave unassigned

• Pages
  • Assign the pages to website pages that deal with the matching functionality
  • Click on Update button

Website: Menu

Create the following menus under Website Menus section

• Expand the website under the web module.
• Click on the Menus submodule.
• Click on the Add Menu button to add a new menu.

"Main Navigation"

• Remove check for automatic mode.
• Click on Page link button to add the following pages:
• Courses.
• My Courses.
• Messages.
• Advisor.
• Click OK button in the pop-up.
• Click Create button.

"Footer menu"

• Remove check for automatic mode.
• Click on Page link button to add in the following pages:
• Privacy Policy.
• Terms and Conditions.
• Click on the Create button.

Website: Settings

• Under the Website Settings navigate to the Advanced tab.
• Scroll down to the section Email settings.
• Add a .png file to the Email's logo, so any emails sent out will have a logo
• Click on the Save button

Admin Area > Groups: 

• Expand the Admin Area
• Click on Groups submodule

Create the following Groups for the courses module by following these steps:

• Click on Add group button
• Add the group name below
• (the user group should require 2 Factor authentication for security reasons)
• Click on "Create" button to create the group
• When the group opens, click Courses under Permissions,
• Set the course provider name
• Then add rights to the group as per below
• Click on Update button when all the permissions are set

Institution Manager

• Providers: read, update
• Courses: read, share
• Collections: read
• Countries: read, create, update, delete
• Advisors: read, create, update, delete
• Students (all): read all, update all
• Questionnaires: read all
• Statistics: read

Course Advisor

• Providers: read
• Courses: read
• Advisors: read, update
• Messages: read, create, update
• Students (advisor): read, update
• Questionnaires (advisor): read, update
• if you don't need, don't create a POOL OF ADVISORS 
  • (instead of creating additional group „Course Advisors Substitutes“):
  • Students (all): read all, update all (??)
  • Questionnaires (all): read all, update all

Course Advisor (Substitute)

• Providers: read
• Students (all): read all, update all (??)
• Questionnaires (all): read all, update all

Course Editor

• Providers: read, update
• Courses: read, create, update, delete, clone
• Collections: read, create, update, delete

Website Manager

• Click on Web Permissions for this group
• Sites: read, update
• Advanced: Appearance
• Pages: read, create, update, delete
• Menus: read, create, update, delete
• Redirects: read, create, update, delete
• Authentication: Read, Create, Update, Delete
• Analytics: read

User Manager

• This group should have Two Factor Authentication (2FA) turned on
• Click on Users and Groups Permissions for this group
• Users: read, create, update, delete
• Groups: read, update
• !! The users need to have this group in order to make a backend user an advisor.

Courses Module

There is some setup to do inside the course module, after the website is setup, a backend user for an advisor is created and the countries (and the regions/zip codes) are known.

Provider > Settings: 

• General tab:
  • Add default advisor and click Save button
  • (If you don't have an advisor setup, this can be done later. This account will be the fallback advisor that will be assigned when someone registers for a course and there are no regions)

• E-mail tab: (configure website page destinations for email links)
  • Select website: select the website for this course
  • Set pages: (messages, courses list, course content)
  • Save updates
• Push notifications:
  • (This is not needed unless you have built a web app for your courses.)

Provider > Advisors:

• Create advisorfrom a backend user (they need rights for the advisor group)
  • Click on button Add Advisor select user and fields should fill out automatically
  • Click on Create Advisor button

Provider > Countries:

To assign advisors to students, you will need to create countries that this entity will offer courses to. When the student clicks on the button to start a course, they will see a modal of options for how they can take the course. If the start with an advisor, the advisor is assigned by the country and the region/zip code the student selects.

• Click on Add country button
  • Enter the country for the entity in the field (this will open additional fields).
  • Pick Region or Postal code depending on how best to group Students.
  • Add default advisor for the country.
  • Click on Create country button.

• Once the country is added, you will want to add the Regions (or postal codes) and their advisors.
  • Click on the name of the country in the country list.
  • Click on the Add region button.
  • In the modal, add the name of the region and assign the advisor.
  • Click on the Create button.
  • Continue through until all are created.
  • Another option here, is to simply create a "region" or postal code for the entire country. If there is only one advisor this can be an option as well.

Note: If there are multiple countries involved and only one advisor to oversee them, just setup the country and then create one region or postal code for that country. Then when the student registers for a course and wants an advisor, they can chose that one region/postal code. In this case don't assign the advisor to the county, just make sure they are set as the default advisor for the provider.

Additional information