Manage Multiple WebStorms
Multiple WebStorm functionality allows your company to deploy multiple idea WebStorms. This allows multiple product managers within the same organization to independently gather ideas and enhancement requests in CA Agile Central Idea Manager, then integrate the ideas in their respective backlogs in CA Agile Central. The terms WebStorm and Site are used interchangeably throughout the application and documentation.
Managing multiple WebStorms (Sites) includes:
- Customize your WebStorm
- Manage users and groups
- Monitor WebStorm usage
- Create a WebStorm
- Manage WebStorms
- Authenticate users
Multiple WebStorms have an additional administrative role: system administrator. The system administrator creates new WebStorms, designates the WebStorm sponsor for each WebStorm, and manages user groups. Only system administrators have access to the Manage WebStorms tab.
Use the Manage WebStorms tab to create and manage WebStorms, run usage reports, and manage WebStorm access. Once a WebStorm is created, a system or a WebStorm administrator can manage the details of individual WebStorms. See Manage WebStorms for more information.
The Manage WebStorms page has four tabs: System, Users, Reports, and WebStorm. Each of these tabs have pages where you can specify settings.
Your company may choose to create a separate WebStorm for each product it sells, for example, a software company could set up a separate WebStorm for its sales, development, and marketing departments.
With multiple WebStorms, you can:
- Track product-specific statuses and categories
- Build a user community with a more focused target audience
|Each WebStorm has its own:||All WebStorms share:|
|Branding and colors, name and description||User credentials and passwords|
|Security (public or private WebStorm, registration type)||User profiles|
|Set of registered users||Blocked users|
|Content: ideas, categories, tabs, statuses, submission form, reports|
|Community and user statistics|
|CA Agile Central Integration setup|
|Guidance panels text|
|Reports and dashboard|
Once you have chosen to make your system multi-WebStorm instead of single WebStorm, you will also have multiple homepages to help navigate between these WebStorms.
You will now have an Enterprise Homepage. This is where System Administrators will access the WebStorms they have created and this homepage will only be visible to System Administrators. The setup menu or Manage Sites tab on the Enterprise Homepage differs from the individual WebStorm Setup menus because changes made at this level affect all of the WebStorms contained in the Enterprise Homepage as opposed to an individual WebStorm.
Each WebStorm will have it's own homepage the Site Administrators can customize to their specific site. For information on customizing your specific WebStorms, see Manage Your Site and Users. Each WebStorm has its own URL which you can use to access the WebStorm. Alternatively, you can visit the landing page to view a list of all the WebStorms to which you have access (https://<company-name>.brightidea.com).
Once you are in a WebStorm, to access a different WebStorm, click the View Sites tab on the navigation bar. Because the tabs are customizable, your tab may be named differently.
If you log in and do not have access to any WebStorm, the following message displays: You do not have access to any WebStorm. Please contact your administrator for assistance.
Archived WebStorms do not display. For closed WebStorms, you may browse and read ideas, but voting, commenting, and idea submission are disabled.
Customize your WebStorm
Each WebStorm can be customized to your site by adding a masthead or a logo to the global bar. You can also add and change colors to match your site and logo.
Use the Components page to specify the contact email for your system of WebStorms. This email contact is for users to reach the system administrators.
Use the Design page to specify a banner for the system login page. The banner is the area at the top of the screen. You can add content to the banner area by uploading an existing image or by using HTML. An image should be 900 pixels wide and generally no more than 200 pixels tall. Using HTML allows you to use multiple images, custom styling, animated GIF files, embedded video, and custom navigation. You can also add custom CSS to customize the site further.
Click Save Changes on each page.
Manage users and groups
As system administrator on the Manage WebStorms page, click the Users tab. When you add users to a specific group, they have access to every WebStorm to which that group is assigned.
Group membership determines a user's access to a WebStorm. System administrators assign users to groups; groups are assigned to WebStorms. The ALL group is a group that contains all registered users within all WebStorms in a system. The ALL group cannot be modified or deleted.
When a system administrator creates a new WebStorm, a default group is automatically created for the WebStorm. The group name is based on the WebStorm name and cannot be changed.
On the Groups page, you can search for a specific group, or display all groups. Highlight a group to display all its members.
To add users to the group, enter the user's name in the Name field and click Add Member. If a user has received an administrator's invitation email from an individual WebStorm, she is automatically added to the default group created for the WebStorm.
To edit a group, click the pencil icon.
To add members to a group, enter a user's name in the Name field and select a user from the selected list.
If a WebStorm administrator blocks a user from one WebStorm, the user is blocked from all WebStorms.
To assign groups to a WebStorm, see Manage WebStorms.
Use the Administrators page to add and remove system administrators.
Monitor WebStorm usage
The system administrator can run a usage report to view WebStorm information such as WebStorm status, login activity, and number of ideas. This is a consolidated usage report across all WebStorms. The report is in a Microsoft Excel format. Each line on the report represents an individual WebStorm.
The report includes:
- WebStorm name
- WebStorm URL
- Privacy (public or private)
- Registration (self or admin)
- Created by
- Created date
- WebStorm sponsor name
- WebStorm sponsor email
- Status (active, closed, archived)
- Number of users
- Number of WebStorm administrators
- Number of ideas
- Number of ideas 30 days prior
- Number of comments
- Number of comments 30 days prior
- Number of logins
- Number of logins 30 days prior
Create a new WebStorm
System administrators can create new WebStorms from the Manage WebStorms page. When you create a new WebStorm, you must specify the WebStorm sponsor, vanity URL, and WebStorm name.
- Click the WebStorms tab, then select the Create page.
- On the Setup Wizard, enter a WebStorm name.
The name must be unique and contain 4–25 characters. The wizard will indicate whether your WebStorm name is valid.
- Enter a description.
This description displays on the WebStorm list page.
- Enter the WebStorm sponsor's email address.
The sponsor is the first WebStorm administrator who will configure, setup, and manage the WebStorm after it is created. System administrators can change a WebStorm sponsor at any time. The WebStorm sponsor can add WebStorm administrators from their WebStorms.
- The suffix field defaults to the WebStorm name. Optionally, you can change the vanity URL. This WebStorm sponsor or future WebStorm administrators can change the WebStorm name, WebStorm description, and vanity URL later.
The base URL cannot be changed. These fields are automatically populated.
- Click Create WebStorm.
- On the New WebStorm window, click one of the following links:
- Go visit your new WebStorm. Go directly to the new WebStorm.
- Configure the WebStorm access groups. Go to the Manage page to define WebStorm access for users.
When you create a new WebStorm, the WebStorm sponsor is sent a system-generated email notifying them that their WebStorm has been created. The email is also sent to the system administrator who created the WebStorm. The email reads:
Dear <WebStorm sponsor name>,
Your <WebStorm name> WebStorm has been created. Click <URL link> to login or paste the following in to your browser <URL link>.
For more information on setting up your WebStorm, click here.
As a system administrator, you automatically have access to any WebStorm you create.
As the system administrator, click the WebStorms tab, then the Manage page.
Select the WebStorm you wish to manage from the WebStorms drop-down list. To further refine your search, select the Active, Closed, or Archived radio buttons.
Decommission a WebStorm
There are three ways in which you can decommission a WebStorm. No email notifications are sent when a system administrator decommissions a WebStorm.
- Closed status: Users can view ideas, but not submit ideas, comments, or vote.
- Archived status: Only system administrators can view the WebStorm.
- Delete a WebStorm: Click the delete button next to the WebStorm name. At the prompt, select Yes. You cannot recover data from a deleted WebStorm. The default group that was created for the WebStorm is also deleted.
Caution: CA Agile Central highly discourages WebStorm deletion.
You can change the WebStorm sponsor at any time. The new WebStorm sponsor and the current system administrator receive an email notification of the change.
The system administrator can choose whether all users have access to a WebStorm (the default ALL group), or only users in selected groups. The ALL group includes every user in the system and administrators cannot remove users from this group.
You can use the search field and Search button to find a specific group, or click All to display all groups.
To assign groups to a WebStorm, select a group from the All Groups window and click the >> arrows. The group displays in the Assigned Group window.
To remove groups from a WebStorm, select the group and click the Remove Group button to unassign a group from a WebStorm.
To delete a group, select the group in the All Groups section and click the Delete Selected button. The ALL group and default groups for each WebStorm cannot be deleted.
Click Save Changes at the bottom of the page to save any changes you make.
Multiple WebStorm administrators can set up a single sign-on (SSO) integration using SAML 2.0.
To specify the type of authentication you want to use, click the Authentication tab, then the Auth Selection page. This page displays a list of available authentication options. By default, only enable login and registration display. After you add an SSO method, the SSO option will display.
To set up an SSO authentication, click the SAML Profiles page. For troubleshooting and testing information, refer to the SAML SSO Setup Guide link at the top of the page.
Service Provider Info
|Assertion Consumer Service||The endpoint URL for receiving SAML response. Click Change to the right of the field to make any changes. Click Cancel link to cancel changes.|
|Download Metadata||Metadata is information used in the SAML protocol. It defines attributes like service addresses and certificates. Download from this link and upload it into your identity management setup.|
Identity Provider Setting
Click Add New to enter a new profile.
|Upload Metadata||Export metadata from your internal identity management system. This metadata can auto-populate some of the fields in this profile.|
|Single Sign-on Service||The URL of your single sign-on service page.|
|Identity Provider Issuer||Specify the identity provider.|
|Upload Public Key||Enter the certificate used for signature verification in a SAML response.|
|Assertion Attribute Name Mapping||These attributes are required when receiving SAML response: the user's email address and screen name.|
Customize SSO settings
To customize your existing profile, click the Configure Advanced Settings link.
|Entity ID of this Profile||This defaults to the value in the Service Provider section, but you can specify a different value if necessary.|
|Logout URL||The URL your users should go to after logging out.|
|Authentication Binding||Specify how the authentication request is sent: post or redirect.|
|Signed Authentication||Blank by default. Specify the signature algorithm for the authentication request.|
|Create member on initial access||If this field is selected, a user account is created automatically upon initial access. Only users who have existing accounts have access. Accounts are verified using either an email address or value from the NameID attribute in SAML response.|
|Update member on subsequent access||If this field is selected, a profile is updated from SAML response attributes automatically for returning users. If not selected, user attributes from SAML response will not overwrite existing user profile data. Accounts are verified using either an email address or value from the NameID attribute in SAML response.|
|Profile Attribute Name Mappings||Send profile attributes of the user in the SAML response. Map the names of those attributes to the profile fields. Combine the first and last names to create a screen name. A screen name is required for user access. If your identity management system cannot pass a screen name attribute on user SSO login, enable this option to combine values from first and last name fields to create a user’s screen name.|
|Group Attribute||Specify an attribute name from the SAML response that contains a user group value. The user is assigned to the group upon access.|
Specify support contact information for users if they get a login error. You can specify whether your support contact receives an email alert for login errors and whether to display the contact information for users. A Reference ID is generated with every login error to help with troubleshooting.
Click Save Support Settings to save your changes.
SAML Transaction Log
Click the Go to SAML Transaction Log link to view every user access for the last 30 days. You can filter and sort on each column in the log.
The list provides access to all SAML activities from last 30 days. Click a Transaction ID link to open the Transaction Detail page.