AppSuite:Client Onoarding

Revision as of 08:54, 5 February 2016 by Frank.paczynski (talk | contribs)
This information is valid from 7.8.1


activation/deactivation

The onboarding wizard can be activated simply by enabling the followning capability:

client-onboarding

With this feature enabled the following ui changes are applied. First of all the wizard itself is available and can be started. This can be done via a textlink in the topbar dropwon (burger menu) and also via a link in the new premium bar (in case it's activated). Further more a portal widget is available.

components

wizard

1. step: seleect platform

per default: windows, android, apple

2. step: select device

per default: pc, android smartphone, android tablet, iPhone, iPad, Mac

3. step: select scenario and action

Please take a look at the related middleware yaml config files and documentaion for more details.

extension points

For customization of the different actions (e.g. config via email or app download) please use the following exension point that mapps actions and corresponding views.

io.ox/onboarding/clients/views

upsell settings

Please refer to the upsell documentation for more details.

io.ox/core//features/upsell/client.onboarding/enabled
io.ox/core//features/upsell/client.onboarding/color
io.ox/core//features/upsell/client.onboarding/icon

metrics

With the metrics feature enabled the following user actions are trackend:

events


selections

The user selects an option

core/client-onboarding/platform/select
core/client-onboarding/device/select
core/client-onboarding/scenario/select
core/client-onboarding/action/select


execute

The user executes a action

action core/client-onboarding/action/execute


toggle between simple and expert mode

core/client-onboarding/mode/toggle

widget

extension points


simply enables the widget

io.ox/portal/widget


The main extension defining the widgets content

io.ox/portal/widget/client-onboarding


Defines that this widget is unique and can be added only once

io.ox/portal/widget/client-onboarding/settings


deprecated parts

The wizard replaces and extends the functionality of the old Download Section in settings and the correspoinding widgets. We recommend to disable these outdated parts.

  • widget: get ox drive
  • widget: update
  • settings entry: downloads


remove settings section 'Downloads'

Edit the property file and change the value to `true:

io.ox/core//settings/downloadsDisabled

remove widgets

To remove the both related portal widget/tiles please refer to:
oxpedia > configuring portal plugins > Disablingatile_completely

  • io.ox/portal/widget/oxdriveclients
  • io.ox/portal/widget/updater