From 7eff6f7b459faa2a3b238ff2cf67480c58017622 Mon Sep 17 00:00:00 2001 From: Kathy Lussier Date: Wed, 27 Sep 2017 16:39:04 -0400 Subject: [PATCH] Docs: Adding information on using native browser functionality The section on setting a home page seemed out of place in the Log in section. I moved it to a new section that covers best practices for using the browser, which also includes earlier documentation on using tabs and new documentation on disabling popup blockers. Signed-off-by: Kathy Lussier --- .../web-client-browser-best-practices.adoc | 63 +++++++++++++++++++ .../web_client-browser-tab-shortcuts.adoc | 23 ------- docs/admin/web_client-login.adoc | 20 ------ docs/root.adoc | 2 +- 4 files changed, 64 insertions(+), 44 deletions(-) create mode 100644 docs/admin/web-client-browser-best-practices.adoc delete mode 100644 docs/admin/web_client-browser-tab-shortcuts.adoc diff --git a/docs/admin/web-client-browser-best-practices.adoc b/docs/admin/web-client-browser-best-practices.adoc new file mode 100644 index 0000000000..f930366373 --- /dev/null +++ b/docs/admin/web-client-browser-best-practices.adoc @@ -0,0 +1,63 @@ +Best Practices for Using the Browser +------------------------------------ + +Pop-up Blockers +~~~~~~~~~~~~~~~ +Before using the web client, be sure to disable pop-up blockers for your +Evergreen system's domain. + +- In Chrome, select _Settings_ from the Chrome menu and click on _Content +settings_ in the advanced section. Select _Popups_ and then add your domain to +the _Allowed_ list. +- In Firefox, select _Preferences_ from the Firefox menu and then select the +_Content_ panel. Click the _Exceptions_ button and add your domain to the +_Allowed Sites_ list. + + +Setting Browser Defaults for Web Client +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ + +To ensure that staff can easily get to the web client portal page on login +without additional steps, you can set the browser's home page to default to the +web client. + +Setting the Web Client as the Home Page in Chrome +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +. In the top-right corner of your browser, click the Chrome menu. +. Select *Settings*. +. In the _On startup_ section, select _Open a specific page or set of pages._ +. Click the *Set Pages* link. +. Add _https://localhost/eg/staff/_ to the _Enter URL_ box and click *OK*. + +Setting the Web Client as the Home Page in Firefox +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ +. In the top-right corner of your browser, click the menu button. +. Click *Options*. +. In the _When Firefox starts:_ dropdown menu, select _Show my home page_. +. In the _Home Page_ box, add _https://localhost/eg/staff/_ and click *OK*. + +Tab Buttons and Keyboard Shortcuts +~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ +Now that the client will be loaded in a web browser, users can use browser-based +tab controls and keyboard shortcuts to help with navigation. Below are some +tips for browser navigation that can be used in Chrome and Firefox on Windows +PCs. + +- Use CTRL-T or click the browser's new tab button to open a new tab. +- Use CTRL-W or click the x in the tab to close the tab. +- Undo closing a tab by hitting CTRL-Shift-Tab. +- To open a link from the web client in a new tab, CTRL-click the link or +right-click the link and select *Open Link in New Tab*. Using this method, you +can also open options from the web client's dropdown menus in a new tab +- Navigate from one tab to another using CTRL-Tab on the keyboard. + +Setting New Tab Behavior +^^^^^^^^^^^^^^^^^^^^^^^^ +Some users may want to automatically open the web client's portal page in a new +tab. Neither Chrome nor Firefox will open your home page by default when you +open a new tab. However, both browsers have optional add-ons that will allow you +to set the browsers to automatically open the home page whenever open opening a +new tab. These add-ons may be useful for those libraries that want the new tab +to open to the web client portal page. + + diff --git a/docs/admin/web_client-browser-tab-shortcuts.adoc b/docs/admin/web_client-browser-tab-shortcuts.adoc deleted file mode 100644 index bbdf9082cd..0000000000 --- a/docs/admin/web_client-browser-tab-shortcuts.adoc +++ /dev/null @@ -1,23 +0,0 @@ -Tab Browser-Based Tab Buttons and Keyboard Shortcuts ----------------------------------------------------- -Now that the client will be loaded in a web browser, users can use browser-based -tab controls and keyboard shortcuts to help with navigation. Below are some -tips for browser navigation that can be used in Chrome and Firefox on Windows -PCs. - -- Use CTRL-T or click the browser's new tab button to open a new tab. -- Use CTRL-W or click the x in the tab to close the tab. -- Undo closing a tab by hitting CTRL-Shift-Tab. -- To open a link from the web client in a new tab, CTRL-click the link or -right-click the link and select *Open Link in New Tab*. Using this method, you -can also open options from the web client's dropdown menus in a new tab -- Navigate from one tab to another using CTRL-Tab on the keyboard. - -Setting New Tab Behavior -~~~~~~~~~~~~~~~~~~~~~~~~ -Some users may want to automatically open the web client's portal page in a new -tab. Neither Chrome nor Firefox will open your home page by default when you -open a new tab. However, both browsers have optional add-ons that will allow you -to set the browsers to automatically open the home page whenever open opening a -new tab. These add-ons may be useful for those libraries that want the new tab -to open to the web client portal page. diff --git a/docs/admin/web_client-login.adoc b/docs/admin/web_client-login.adoc index aada73b9fc..e16a8c74c8 100644 --- a/docs/admin/web_client-login.adoc +++ b/docs/admin/web_client-login.adoc @@ -37,27 +37,7 @@ indexterm:[SSL certificate] . Verify that the correct workstation is selected and click *Sign In*. [[browser_defaults]] -Setting Browser Defaults for Web Client -~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ -To ensure that staff can easily get to the web client portal page on login -without additional steps, you can set the browser's home page to default to the -web client. - -Setting the Web Client as the Home Page in Chrome -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -. In the top-right corner of your browser, click the Chrome menu. -. Select *Settings*. -. In the _On startup_ section, select _Open a specific page or set of pages._ -. Click the *Set Pages* link. -. Add _https://localhost/eg/staff/_ to the _Enter URL_ box and click *OK*. - -Setting the Web Client as the Home Page in Firefox -^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ -. In the top-right corner of your browser, click the menu button. -. Click *Options*. -. In the _When Firefox starts:_ dropdown menu, select _Show my home page_. -. In the _Home Page_ box, add _https://localhost/eg/staff/_ and click *OK*. Logging Out ~~~~~~~~~~~ diff --git a/docs/root.adoc b/docs/root.adoc index d9100f1c3b..7f60063b30 100644 --- a/docs/root.adoc +++ b/docs/root.adoc @@ -180,7 +180,7 @@ For information about the XUL client, consult the http://docs.evergreen-ils.org/ include::admin/web_client-login.adoc[] -include::admin/web_client-browser-tab-shortcuts.adoc[] +include::admin/web-client-browser-best-practices.adoc[] include::admin/staff_client-column_picker.adoc[] -- 2.43.2