Web Crossing Configuration Quick Setup Checklist

WEB SERVICES AND FTP:

More Info	Web Service Port, domains, etc. Control Panel > Web Service
More Info	Secure Web Service Control Panel > Secure Web Service Certificate Enter an SSL certificate
More Info	FTP services? Master Switch: Control Panel > FTP Services Enables built-in FTP server.
More Info	WebFiles (file system mirroring) Resynch to host filesystem: Control Panel > Resynch to host filesystem Automatically enabled. Needs resynch when changes are made with an external FTP account or directly on the server console.

DISCUSSIONS:

	Enable Discussions Enable discussions plugin (on by default). Control Panel > Folder Item Manager > Enable folder items for this site
More Info	Threaded view or conversational? Master Switch: Control Panel > Customizing > Discussions Can also set on a folder-by-folder basis.
More Info	Order of folder contents: Oldest first, oldest last, most active first, alphabetic. Control Panel > Customizing > Folder > Presentation
More Info	Spell checking? Control Panel > General settings > Spell Check
More Info	Attachments with messages (like a file attachment)? Master Switch: Control Panel > General Settings Can also set on a folder-by-folder basis.
More Info	Search? Control Panel > Customizing > General Settings > Search Enable search of site, or site and Forum One (other communities).
More Info	Bookmarks and Message Center? Control Panel > User Item Manager > Enable user items for this site Enable "mark" button next to each post, and use of message center page.

LIVE EVENTS/CHAT:

More Info	Enable chat? Enable: Control Panel > Folder Item Manager > Enable folder items for this site Configure: Control Panel > Chat Services
More Info	Enable HTML chat? (for non-Java-compliant browsers) Control Panel > Chat Services > Web Crossing Usage (Requires Web Crossing to be running in Direct Web Service mode)

EMAIL SERVICES:

More Info

Enable email services? Control Panel > Email Services (Master switch for mirroring an external mailing list, user POP3, IMAP, and webmail services). Lists must alst be configured on a folder-to-folder basis.

SUBSCRIPTIONS & EMAIL LISTS:

More Info	Which types of subscriptiors to enable? Web, email posts, email URLs, email digests. Control Panel > General Must also enable SMTP outgoing mail for any email-based subscriptions.
More Info	Allow email posting back to forum? (Thus creating an email list). Folder > Edit Folder

NEWSGROUP ACCESS:

More Info

Enable newsgroup access? Control Panel > Extension Manager > Choose Extensions Must also edit folder to give it a newsgroup name.

COSMETICS:
[Many of these can also be set for any individual folder and its child folders in the "edit folder > theme manager > edit theme settings" area for that folder.]

More Info	Theme settings (which theme, fonts, colors, sidebar contents, etc.) Control Panel (or Edit Folder) > Theme Manager > Edit Theme Settings
	Virtual Forums? Edit Folder > Basic Folder Appearanace & Hidden Files If turned on, folder will be appear to be essentially independent with no links back to the top level.
More Info	Banner changes (separate from the theme settings) Control Panel > Customizing > Banner, footer and background
More Info	Footer changes (separate from the theme settings) Control Panel > Customizing > Banner, footer and background
More Info	Characters per Title, Heading, etc. Control Panel > Customizing > General Settings > Presentation
More Info	Show user pictures, or not? Control Panel > Customizing > User pictures
More Info	Toolbar - always three-row or not? Control Panel > Customizing > Other Settings
More Info	Buttons and Icons Control panel (or edit folder) > Theme Manager > Edit theme Settings > Global Settings

USER ISSUES:

Guest Users:

More Info	What privileges to give them? Choices: read only read and post add discussions, links, or folders edit existing items (that aren't their own) delete existing items (that aren't their own) Master switch: Control Panel > User Management > Guest users Individual access lists for discussions or folders can be set to give guests more restrictive access.
More Info	Show line that says "you have guest access...." at top of screen? Control Panel > Customizing > General Settings

Registered Users:

More Info	Allow self-registration? Control Panel > User Management > Registered users
More Info	Block certain domains from registering? Control Panel > User Management > Registered users
More Info	What privileges to give them? Choices: read only read and post add discussions, links, or folders edit existing items (that aren't their own) delete existing items (that aren't their own)
More Info	Use Email Validation? User Management > Registered users Assures that the user has a valid email address before being given full access to site.
More Info	If using email validation, what privileges to give unvalidated users? Control Panel > User Management > Registered users
More Info	HTTP Basic or Digest authorization? (Takes authentication information from the server). Control Panel > User Management > Registered Users
More Info	Authentication with external database? (Need authentication filter in WCTL).
More Info	Certificate-based authorization (default)? Control Panel > General Settings > Automated Logout Set automated logout time for certificates if user is inactive
More Info	Cookie-based authorization? Control Panel > User Management > Registered Users New users have cookies on or off? Existing users have cookies on or off? Also can be set for each individual user in their own Preferences. Control Panel > User management > Set a user's preferences
More Info	Passwords are case-sensitive or not? Control Panel > User Management > Registered Users
More Info	User certificate is only valid coming from the same IP address as they signed on from? Control Panel > User Management > Registered Users (Advantage is security; disadvantage is that users from WebTV will be asked to log in multiple times as their proxy server changes their IP address. This can also be turned off for individual users in their preferences area.) Control Panel > User management > Set a user's preferences

Access and Moderation:

More Info	Special access privileges for any individual user or group of users? (This can be set under the Access List button for any individual object or the whole site, on the top level.) Choices are: Host Participant Read-only Moderated No Access
More Info	Let users with host-level privileges edit Access Lists? Control Panel > General Settings > Site Information
More Info	Allow hosts to edit WCTL? Enable: Control Panel > User Management > Registered users Allow special permissions Make hosts who should be able to edit WCTL members of the "wctlUsers" group. Make hosts who should be able to edit CGI web files members of the "cgiUsers" group. Control Panel > User Management > Groups
More Info	Enable moderation? Moderate all posts, or just those with possibly-objectionable words? ontrol Panel > Customize > General Settings To moderate all posts, set the top-level access list for all registered users (and guests, if you allow guest posting) to Moderated. Leave as "participant" for no moderation. If you fill in any words into this list, then just posts containing those words will be moderated. If the list is blank, all posts will be moderated. Settable per folder.

BACKING UP:

More Info	Set up automated backup on a schedule of your choice Control Panel > Backup
More Info	Automatically archive any discussions? Edit Folder > Expired discussions (automatic archiving) Set actions to be taken when discussion expires.

PERFORMANCE ISSUES:

More Info

Memory settings: Control Panel > Memory Usage Start with disk cache about 1/3 size of webx.db (minimum 600KB) Start with small object heap about 1/6 size of webx.db (minimum 600KB) Monitor performance and adjust as necessary.