Nov 14 – Dec 9 Abreviated Email History

M

you can pay me for free @ the donate page/button on my website:
http://montesite.net/index.php?option=com_content&view=article&id=75&Itemid=39

R
hgajria

Irritated.1

https://www.wwbic.com/index.php?q=admin

R
add a new drop-down box under the “ABOUT WWBIC” tab.  I would like it to say:  Our Impact.  Ideally, it would go as the third slot on the drop-down list (after Mission/Board and Committees/Advisory Boards pages).  If not, put it at the bottom of the list. Then on this new page, please add the following sentence and attach links to the three color pdf’s attached here.  Please name the hotlinks to each pdf as noted here.

“WWBIC’s impact throughout Wisconsin is best shared not only through numbers, but through the journeys of our many clients.  Here are three stories of success.

-          WWBIC’s Impact – The GSI General Inc. story

-          WWBIC’s Impact – The Hi-Hat Lounge & Garage story

-          WWBIC’s Impact – The Brilliant Beginnings story”

The above in quotes is a change requested by the president Wendy Baumann so if you could do this, that would be the start. I am in the process of trying to take over the website but it could take a couple of months. lets start with this, there are other changes to be done  but they are not as important. One that I would like to do is software updates and security updates. If you could look at those with the superadmin login and pass I gave you, that would be great.

M
To add a new page, go to:

https://www.wwbic.com/node/add/book

Insert title (twice), insert content under “Body:”

Click “Book Outline”, select “Site Navigation”.

A new drop down will appear to select navigation parent catagory, to establish a new parent, select “Site Navigation” again.

Click “Save” at the very bottom.

To (re)position a navigation link, go to:

https://www.wwbic.com/admin/content/book/1

Drag crossed arrows symbol preceding your new title, to drag it to where you want it to be displayed in the list.

(you can also use “Weight” under “Book Outline” to place the item in the listing, but you must know the numbers bracketing the possition you want. Generally it will be easier to use the drag and drop listed above.)

To edit a page, go to:

https://www.wwbic.com/admin/content/node

Find item in list and click “edit” (right side of listing), to return to the interface for entering that page.

I also doubled the limit on superadmin uploads to 5Mb, as the largest pdf triggered the limit. I also raised the allowed uploads for users, to 30Mb.
I doubt this will cause any problems, it was done @ https://www.wwbic.com/admin/settings/uploads

To figure this out and write it up took just over 2 hours, next time, maybe as little as 5 minutes.

M
I would recommend that the pdf files be displayed under the links so they can be perused without being downloaded.

It might take a minute to find the best way to do this in a Drupal Book, but I found an easy way to do it in WordPress w/out much trouble.

I mention this mostly from a usability/best practices point of view.

The issue with the divergent in-page titles is pretty much also more about use than beauty.

The files were attached  @ https://www.wwbic.com/node/add/book – under the “Body” by clicking “File attachments”

If I were you, I also would talk them into an admin page for such instructions as these. Esp. as the site is somewhat not standard in it’s architecture.

It would make the job easier, and easier to pass along.

R
I was thinking exactly the same. Is there a way to display the three documents within the page?

M
I added the in page title to match the style (<h1>, no <center>) that I thought was both most common and best.

https://www.wwbic.com/our-impact

I updated the instruction for this:

To add a new page, go to:

https://www.wwbic.com/node/add/book

Insert title (twice), insert content under “Body:”

Click “source” on “Body:” WYSYWIG panel,

Enter title at top of content, pasted into the X in this code: <h1>X</h1>

Click “Book Outline”, select “Site Navigation”.

A new drop down will appear to select navigation parent catagory, to establish a new parent, select “Site Navigation” again.

Click “Save” at the very bottom.

To (re)position a navigation link, go to:

https://www.wwbic.com/admin/content/book/1

Drag crossed arrows symbol preceding your new title, to drag it to where you want it to be displayed in the list.

(you can also use “Weight” under “Book Outline” to place the item in the listing, but you must know the numbers bracketing the possition you want. Generally it will be easier to use the drag and drop listed above.)

To edit a page, go to:

https://www.wwbic.com/admin/content/node

Find item in list and click “edit” (right side of listing), to return to the interface for entering that page.

R
make some screenshots

R
Here’s logo

R
01. Upgrades to the website – Mentioned it earlier, could you have a look. First the security updates and second the module updates.
02. Changing the current logo to the 25th anniversary logo – the current logo is on the top-left of the page next to the picture slide show. Me – If the picture I am sending you is too small in size, let me know. I will request a larger one.
03. one of the pictures in the slide show needs to be changed. Here are Wendy’s instructions – “On our Home page, please remove the photo of Steady Freight Trucking (it is in the rotating photos at the top). Please replace that photo with a black & white GSI General Inc. gentleman’s photo (attached).  All photos should remain in black & white for consistency.”

For the future – “Coffee With A Conscience Page.  Will be providing photos & description copy to begin selling products online from our WWBIC website.  I’m not sure all of the necessary steps that need to happen in order to begin selling, but wanted to alert you that it will be coming soon”

The above about Coffee with a Conscience is from Julann who works at the Madison office and is a senior person at WWBIC.

M
seems all three of these tasks require FTP access.

R
I am set up as superadministrator, if you can up the permissions, go ahead.

M
Back-end FTP is not enabled by Drupal, one needs to know the host address, user name, port, and password.

R
I had emailed Nick Denk and Andrew of Platinum asking them If I could do security updates – here is his reply – Now here is somewhere I could trick them into sharing FTP access with me – by saying I just wish to do the security updates and need FTP access for that – but you read the email and advise – your language is more tactful than mine.

Hey Rishi,

Generally speaking it’s not a good idea to have someone unfamiliar with Drupal perform module updates.  There are two reasons.  One is that there is some risk to the functioning of the site when performing the updates. The second is that in certain circumstances updates are not applied in a straightforward manner.

I can train you in how to perform the updates, but I would strongly advise against performing the updates yourself unless you are confident in your ability to troubleshoot issues that arise from the updating process.

Sometimes this involves “downgrading” modules, sometimes it requires additional files not included in the module to be added to the site, and other times it requires updating settings to certain modules.

Some sites do go long periods between updating their modules without issues, but we have experienced security compromises on sites which have out of date modules.  These compromises historically haven’t been problems where the attacker could get access to the information stored on the site, instead they were able to essentially redirect the site to a malware site.

We do offer maintenance packages where we regularly apply all security updates, along with performing a couple of other tests on the site including checking the page loading speed, and verifying the status of links on the site.  We basically take half an hour every month to make sure things are running smoothly on the site.  Our monthly maintenance program costs $600 for one year of updates ($50/month for approximately 1/2 hour of work per

month)

Sometimes customers ask to simply be brought up to date as of today.  While this presents much less risk than never updating it can still leave windows of opportunity for problems to arise. Bringing a site up to date without a maintenance package takes 1-2 hours depending on how long it has been since the last update.  The cost for this method is $125-$250.  This does not include a health checkup like the maintenance package does, and is usually done about twice a year for sites to remain reasonably healthy.

Feel free to give me a call with questions.

Have a great day,”

Nick Denk

Platinum Design and Development

(414) 761-0577

Hello Nick and Andrew,

I received a notice in my mail to install vital security updates. Could you

please advise about how I should go about doing this.

Thank You,


M
I recommended the logo as issue because I’m not sure the module updates are really needed. Though I am nervous about the 2 security issues listed. I’m also not yet sure how that is done.

I also am unsure of the current state of relationship between the two corporations, apparently the 50$/mo. update fee is not being paid?

There are some possibilities that updating these modules would break the site in ways I do not understand, because of the round about way everything is built here.

It might be sophisticated in other ways, but I suspect the site structure is only really good at hiding it’s tracks.

With the updates I’m currently of the “if it ain’t broke, don’t fix it” opinion.

R
We dont need to do the updates, that is just an excuse to gain access to the FTP
(FTP won’t help much with the updates – M)

M
Just tell them you can’t upload a new logo from the front end, and that you just want to swap it into the folder, and file name, of the current one. Tell them the logo and the header images are expected to need frequent changes, and you just want to be able to do it quickly and cheaply. Emphasize that you do not yet understand the architecture, and intend only to substitute one similar file for another.

R
Is the file browser the same as the FTP uploader? Check this out -
https://www.wwbic.com/user/1318/imce

M
no, this might be useful down the line, but it does not contain the logo nor style sheets

It would be a damn shame to get the rest of this and not the logo, but that is the only reason for FTP access right now, so don’t sweat it much.

M
I found a way to add a header image, but still cannot remove the old one w/out FTP
I don’t think you specified which one was to be removed.

I was unable to include the logo on the guy’s jacket, so I included one from the site.
one image with logo, one w/out.

R
I would say the first one as it has the dude’s company logo embedded in the image but let me get it cleared by the president first.
The one to be removed is the two guys standing in front of a truck.
btw, what software did you use to do this? please document the steps.

R
Monte, I just had a meeting with Alice Schmatzhagen the administrative manager that could have turned very embarrassing had I not checked your email this morning and read them in full when I came into work at 9 AM. She received the gmail notice as she is an administrator for the website. In the future – DO NOT MAKE CHANGES UNTIL THEY ARE CLEARED. Example – I did not clear the picture for upload to the top of the page, I have to get the picture approved by the president who is on vacation. Now that it’s done, do not worry about it – what is done is done, I will get it cleared.
With regards to the other changes – I would prefer you document the process and wait to make the change when I give you the all clear and not prior.
I just got an email from Nick Denk of Platinum that states the following -
“Hey Hrishi,I hope your short week is going well.

I’ve set up a ftp account for you to use.  Call me when you get a chance, and I can give you the credentials.

The one thing I would mention is that if you perform updates on the site and it requires our assistance to fix that time will be billable.

If you have any questions before you start the updates I am available, or if you would like training we can get something scheduled.

Have a great day,”

Nick Denk

Platinum Design and Development

(414) 761-0577

Currently when a student signs up for a class, the confirmation for that goes to the administrative manager at the Milwaukee Office alone. That needs to be changed to the following -
If a student signs up for a class in Kenosha, then a confirmation needs to go the administrative manager at Milwaukee and to the right person at the Kenosha Office that is Barb Fischer-Galley
If a student signs up for a class in Madison, then a confirmation needs to go to the administrative manager at Milwaukee and to the right person at Madison that is Rachel Jovi
Same for Milwaukee, Admin Mgr and right person that is Lisa Fero
If someone makes a payment for a class – then a confirmation needs to go to the administrative manager at Milwaukee and the right person at the office handling the class, same as above.

For Loan applicants, the current process is as follows – A client has to fill out a Client Information Form, a Business Information Form and then a pre-qualification checklist to see if they qualify or not for a loan. This needs to be changed so that the pre-qualification comes first. Also, the pre-qualification needs to explain the reason for rejection in a sympathetic way and encourage the client to apply again.
Example – Client is under the age of 18, he or she should understand why they need to be over the age of 18 and told to apply again once they are over the age of 18. Client has missed child support payments or owns an adult video store or his/her business is in another state. An explanation with some encouragement needs to be provided.

WWBIC Loan Policy – hyperlink needs to be embedded in the Pre-qualification page.

All the fill in forms should be converted to Electronic.

The loan application process needs to be modified so that when a client applies – the confirmation should be sent to the administrative manager at Milwaukee and to the right person at the right office. Example – A Milwaukee Client’s confirmation will be sent to Alice Schmatzhagen who is the administrative manager and to Stacy Zielinski who is in charge of loan processing.

Shopping Cart – Cash On Delivery option needs to be removed. A note should be put below the credit card number area that states – Contact Us for Other Methods of Payment with our phone Nos

Under Billing/Checkout – Replace word Company with Business Name and Make It A Mandatory Field

Can the website generate reports about how many folks have signed up for classes, how much money has come in, how many folks have set up an account but not filled out CIF or BIF or other forms? Can the website generate reports for the loan section?

M
On Mon, Nov 21, 2011 at 5:09 PM, rishi gajria <rgajria@gmail.com> wrote:

Currently when a student signs up for a class, the confirmation for that goes to the administrative manager at the Milwaukee Office alone. That needs to be changed to the following -
If a student signs up for a class in Kenosha, then a confirmation needs to go the administrative manager at Milwaukee and to the right person at the Kenosha Office that is Barb Fischer-Galley
If a student signs up for a class in Madison, then a confirmation needs to go to the administrative manager at Milwaukee and to the right person at Madison that is Rachel Jovi
Same for Milwaukee, Admin Mgr and right person that is Lisa Fero
If someone makes a payment for a class – then a confirmation needs to go to the administrative manager at Milwaukee and the right person at the office handling the class, same as above.

That should be easy and straight forward to set up, but I wouldn’t count on it – I’ll look at it

For Loan applicants, the current process is as follows – A client has to fill out a Client Information Form, a Business Information Form and then a pre-qualification checklist to see if they qualify or not for a loan. This needs to be changed so that the pre-qualification comes first. Also, the pre-qualification needs to explain the reason for rejection in a sympathetic way and encourage the client to apply again.
Example – Client is under the age of 18, he or she should understand why they need to be over the age of 18 and told to apply again once they are over the age of 18. Client has missed child support payments or owns an adult video store or his/her business is in another state. An explanation with some encouragement needs to be provided.

should be easy, if it can be done normally…

WWBIC Loan Policy – hyperlink needs to be embedded in the Pre-qualification page.

easy

All the fill in forms should be converted to Electronic.

needs elaboration

The loan application process needs to be modified so that when a client applies – the confirmation should be sent to the administrative manager at Milwaukee and to the right person at the right office. Example – A Milwaukee Client’s confirmation will be sent to Alice Schmatzhagen who is the administrative manager and to Stacy Zielinski who is in charge of loan processing.

Shopping Cart – Cash On Delivery option needs to be removed. A note should be put below the credit card number area that states – Contact Us for Other Methods of Payment with our phone Nos

again, should not be a prob, but I haven’t really looked closely at the cart or other forms yet

Under Billing/Checkout – Replace word Company with Business Name and Make It A Mandatory Field

Can the website generate reports about how many folks have signed up for classes, how much money has come in, how many folks have set up an account but not filled out CIF or BIF or other forms? Can the website generate reports for the loan section?

I’ve seen the WYSYWIG  for this, let’s hope it works.

M
I just figured out a cludge for the first one
we can only add addresses that get all results, but we can use a gmail account to filter and fwd.

That way, to change the address, or add other filters, we just sign into the email account

M
Actually, between the gmail cludge and some poking around, I’ve already done a couple objectives.
I think we can do all of these within the week.

We might not need FTP, except for the updates.

Done:
header Image, unless they pick the one w/out logo, then I’ll swap.

Moved “Loan Prequalification” to top of “Business Lending” drop down menu

Moved “Loan Prequalification” entry to the top of “Loan Application Checklist” page

I’ve set up wwbicredirect@gmail.com and had all “product” “checkouts” (many of the classes are free)
https://www.wwbic.com/admin/store/ca/uc_checkout_admin_notification/edit/actions
emailed there as well, so we can see what they look like and how easy it will be to filter/fwd them.
I think the admin manager is gonna love us, because this could probably soon save her even more work sorting these out of her inbox. We can do the same with the forms too.

The logo is still doggin me, but we’ll crack it.

Everything else turns out not to be that hard to figure out, almost everything is done from
https://www.wwbic.com/admin/content/node
including the header images
which is how it should be

It’s all a question of using the filter right (there’s so many “pages” in this site!!), you can’t dig through them all to find things.

Once I started poking around in the forms and shopping cart things made a lot more sense

I haven’t written any of these up yet, but I’m keeping a list of the key URLs to make that easy.

You’ll be a full fledged Drupal SuperAdmin in no time!

M
found how to delete COD, but the option comes with this notice:
“If your order total is $0.00, please select COD as the payment type to bypass credit card information.”

If the COD option is removed, I fear one will not be able to sign up for free classes

They probably know what they are asking for, I’m just being careful

Just want you to make sure this is understood and thought out by whomever before I make this change

R
ok we have a Gmail account set-up so you will have to explain to me in person how this works.
(I’ll write instructions – M)

R
“If the COD option is removed, I fear one will not be able to sign up for free classes”

I will mention that to Jon Gaines the VP not today but next week once we have had a good sit down and I have understood how everything works. So for now let it stay where it is and we will worry about it later.

R
I would have waited on the picture as I do not have the documentation/instructions for all of them. But thats OK, dont worry too much. The only thing that needs to happen is that nobody should notice this until I officially announce this. Please try and send the documentation/instructions today itself so I can understand it and put it to file. Start a separate email for it and go step by step.
First what software did you use for the picture and what steps were followed to modify it and then upload it to the top of the web page.
Then the rest of the stuff – How did you move the loan pre qualification to the top, and then the rest.
Monte the documentation is as important as the changes and you should count that in your time. I will try and send you a 100 dollars by the 15th of December.

R
How many hours have you put in so far?
I have 2 counted from the other day. How many yesterday. Break it down the following way -
How many hours did you put in?
How many hours would a person with reasonable skills with Drupal have to put in?

M
I would go for 3-5, probably towards the upper end.

R
I will try and send you a 100 by the 15th.

R
Username – admin@wwbic.com
Password – y9cse[@pUNA]

ftp.wwbic.com
21

M
using the raw addresses:

ftp://wwbic.com/
or
ftp://admin:y9cse[@pUNA]@wwbic.com

in Chrome, I made a connection,
but the user name and password would not work

R
what username and password did you type in? or copy and paste? is this the starmax that we spoke about?
(starmax? – M)

M
all that matters is that ftp://wbic.com IS a host, and that that user/pass combo don’t work for me

R
http://filezilla-project.org/

host is ftp.wwbic.com
username is admin@wwbic.com
port is 21
and password is Wwbic.1!

R
WWBIC Home Page – I corrected the formatting – so dont bother with that. Also uploaded an order form today on the coffee with a conscience page. So just worry about remaking the logo and send me whatever you have worked on.

R
still waiting on those images

M
wwbic logo, check the page, what do you think?

R
brilliant
look at how to generate reports from the website

R
I spoke to two directors here and did not get a good response over the revised logo. I told them that in the available dimensions, this is the best that can be done. I attached the high quality originals and the one you worked on to let them compare for themselves. I did let both directors know that if the slide show can be reduced in size then the 25th anniversary logo can be pasted full size. Let me know what is possible.

R
Still waiting on your reply – 25th anniversary logo and resizing slide show

R
DO NOT CHANGE WWBIC LOGO OR RESIZE SLIDE SHOW
1.5 hours (for Platinum)

R
I know Monte but there are some internal politics at play here hence I am not taking the extra interest. In fact, I walked over to the VP and told him that we are wasting time on the superficial vs the substantive.
Our 25th anniversary started in Jan of this year. I only got the logo in October. The changed logo and resized slide show will be on the website for three more weeks then we go back to the old arrangement. If you want a real life example of corporate waste and inertia – this is it.
(HEY! WE DIDN’T STORE THE OLD HEADER IMAGES DID WE??? unless you got them from Platnium, or the site, we’re unable to revert – possibly they renamed the files or the addressing instead? – M)

R
Monte, Why dont you look at the possibilities in terms of reports that can be generated from the website.

R
This is to be added to Events Section.
(.docx)

M
in Windows I made it into a pdf.
That I can post, or make a picture of. (In Gimp)

M
Collaboration
Access URL: www.montesite.net/r

You can use the following information to administer your new site.

Admin Panel: http://www.montesite.net/r/wp-admin
Admin Username: admin
Admin Password: cricket

M
I’ll write up the instructions now

In future, it will save a lot of time if you save Word docs as a pdf,
otherwise I have to fire up the notebook, open in Word, then save as pdf, and email it to my Ubuntu machine.

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One Response to Nov 14 – Dec 9 Abreviated Email History

  1. admin says:

    I shall transfer this into posts, after I post all the instructions I’ve made with screen shots. Then I will know better what is done, and what is left to do. As Things pile up in ‘Done’, they should get transferred into ‘Hours’, where we can comment on their value, and then to make them ‘Paid’.

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