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- Self Help - Overview
- Self Help Online Studio - The User Interface
Self Help Online Studio - The User Interface
The Online Studio contains a set of functionalities designed for:
- Writers: Writers can monitor their Self Help projects using statistical reports and test their procedures. This also provides writers with quick access to the Desktop Studio's edit mode to update procedures.
- Administrators (both server and domain): Administrators can monitor their Self Help projects, import metadata and lists of users, and manage virtual agents and dictionaries, etc.
Structure of the graphic interface
The Online Studio is made up of the following zones:
- (1) Toolbar
- (2) Menu pane
- (3) Home page
- (4) Status bar
Toolbar
: Used to display the Online Studio Home page.
: List of notifications for immediate and scheduled extraction tasks, metadata import tasks and user import tasks. Click a notification to display the task details.
: Information on the logged-in user. Clic the zone to display a menu.
: Interface language of the Online Studio. Click the icon to select another language.- Display Profile: Used to display the Online Studio access information, the list of Self Help domains and projects for the logged-in user and the corresponding access rights.
- Change my Password: Used to modify the password for accessing the Online Studio.
: Used to log out of the Online Studio.
: Access help resources.
Menu pane
Note: The user profile will determine the menu items displayed.
: Used to expand or minimize the menu pane.
: Used to select the language for displaying the titles of procedures and Self Help projects in the Recently changed pane and in charts.
- This will not change the language of the Online Studio interface.
- The <Unnamed> mention will be displayed if there is no translation for the selected language.
| Language: EN | Language: FR | |
|---|---|---|
 |
 |
List of menu entries
| Menu | Description | See | |
|---|---|---|---|
| Home | Used to display the Online Studio Home page: List of the latest procedures and resources modified by the logged-in user, as well as different indicators for monitoring activity in the user's Self Help projects.
Notes:
|
Description | |
| Analytics | Groups Self Help project analysis and monitoring functionalities for a given period. | ||
| Projects | Used to import metadata, or attributes, to a Self Help project. The metadata was previously exported in a CSV file to view and modify it easily in Excel. | Description | |
| Users | Used to perform the mass import of lists of users to Self Help.
Note: You manage user access rights in admin mode in the Desktop Studio. |
Description | |
| Service Bots | Used to manage the virtual agents deployed in Service Apps apps and portals, and the dictionaries used. | ||
| Administration | Used to manage user authentication in third-party apps using API keys and client certificates, as well as scheduled tasks and beta-codes. |
|
Home page
Note: The user profile will determine the contents displayed.
The Home page displays the list of the latest procedures and resources modified by the logged-in user, as well as different indicators for monitoring activity in the user's Self Help projects.
See the description.
Status bar
: Online Studio version. See Version history.
Procedure: How to access the Online Studio
Via a URL
AccessOnlineStudio_URL
1. Enter the URL of the Self Help server in the URL bar of your Web browser as shown below.
https://<server_name>/studio/login
example 
2. Specify your login and password in the login page.
The Online Studio will appear in your Web browser. See the description.
EndAccessOnlineStudio_URL
Via the Desktop Studio
AccessOnlineStudio_DesktopStudio
1. Select Mode > Online Studio in the menu in the Desktop Studio.
- The Online Studio will automatically open in a new tab of your Web browser.
- The Home page will appear.