About Customizing the User Interface > About Customizing the User Interface Blackboard Learn includes several tabs as part of the portal. Following are the basic tabs included with Blackboard Learn: l My Organization: This tab acts as a gateway to the portal and provides users with content from within and outside the Blackboard Learn environment. l Courses: An online area dedicated to learning. From this tab, users access the Web sites for their Courses. l System Admin: Only accessible by users with Administrator privileges. If the community engagement capabilities have been licensed, advanced tabs and the ability to create new tabs will be also available. The following are the advanced tabs and tab templates: l Community: An online area dedicated to clubs, Departments, and other activities. l Services: Typically used to connect users to other Organizational offerings. l The Web: A tab that can be set to access a URL and display the content within the tab. By default this tab is hidden. l Module tab: Administrators can create additional tabs that include modules similar to the My Organization tab. l Tool tab: Administrators can create additional tabs that point to a tool within Blackboard Learn. l Link tab: Administrators can create additional tabs that point to a URL. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 1 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Designating a Local Support Contact > How to Designate a Local Support Contact Designating a Local Support Contact Administrators provide a support contact for Instructors and Students from the Designate Local Support Contact page. The email address provided by the Administrator will be linked to the Support button in Course and Departments. Instructors and Students will submit questions and requests through this button. How to Designate a Local Support Contact 1. On the Administrator Panel, under Help, click Local Support Contact. 2. Provide an Email Address. This address will be the Organization support contact for Instructors and Students. The Support button in Course and Departments will be linked to this address. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 2 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Default Tab Content > How to Manage Default Content Managing Default Tab Content The modules are listed with check boxes in two columns: DISPLAYED and REQUIRED. Displayed modules will be available to users and required modules will always appear to users. Users can determine whether or not the displayed modules appear on their view of the tab. Required modules will always appear to users. How to Manage Default Content 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. 3. In the contextual menu for the appropriate tab, click Default Content. The following table describes the available tasks. To . . . click . . . assign a module to appear on the tab the check box in the Displayed column for modules that should appear on the tab. A check mark in the box indicates that the module will appear on the tab. Select the check box again to remove a module from the tab. require a module to appear on the tab the check box in the Required column for modules that should appear on the tab. A check mark in the box indicates that the module will always appear on the tab. Select the check box again to set modules to not required. organize module placement and style on the tab Default Layout in the instructions at the top of the page. The Default Layout page will appear. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 3 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Default Tab Layouts > How to Edit the Default Layout Editing Default Tab Layouts The style and department of modules on a tab is configured from the Default Layout page. The Administrator can create additional module themes to change the style of modules from the Customize Module Theme page. How to Edit the Default Layout 1. On the Administrator Panel, under Communities, click Tabs and Module. 2. Click Tabs. 3. In the contextual menu for the appropriate tab, click Default Layout. The following table describes the available fields. Field Description Set Column Widths Column Widths Select the width of each column in the tab. To use the Default values, select Default. The Menu Column may be specified in pixels or percentages. The default value for the Menu Column is 150 pixels. The Pixels and Percentages option specifies the Menu Column in pixels and the other columns in percentages. To specify the menu column in percentages, select Percentages and type the numeric value for each column’s width. The total value of all percentages must be equal to or less than 100%. Set Header Header Select a module to use as a header for the tab. If the tab should not have footer, select No Header. Set the Topmost Module Select the modules to be located and pinned to the top of each column. Pinned modules will appear to all users. Set Content Layout Order the modules using the up and down arrows. Remove modules using the X icon. Modules marked with asterisks are required and cannot be removed. Set Footer Footer Select a module to use as footer for the tab. If the tab should not have footer, select No Footer. Set Module Theme Select Theme Select one of the themes for displaying modules on the tab. Additional themes can be created through the Customize Module Theme feature. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 4 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Module Tabs > How to Create a Module Tab Creating Module Tabs Modules are distinct packets of information with data generated from within Blackboard Learn and from outside sources. Module tabs added by the Administrator function much the same way as the My Organization tab. Multiple module tabs can be created with content for specific Organization Constituencies. The Services tab, Community tab, and Courses tab also function as module tabs. Any Module Tab may be created with either one or two columns of modules, in addition to the menu column. Once a tab is created, the number of columns cannot be changed. How to Create a Module Tab Follow these steps to create a module tab. 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. 3. Click Create Module Tab. The following table describes the available fields. Field Description Title The title of the tab can be changed by editing the text that appears in this field. The title will appear as the Tab name in the header frame. Reference Name Provide a name for the tab that can be easily referenced. Allow users to personalize the tab This field appears only when changing the properties for the My Organization Tab or a Module tab created by the Administrator. Selecting Yes allows users to organize the modules on the tab and personalize the style of the modules. Number of Columns Select either 1 or 2 to set the number of columns of modules. System Availability Select either the Yes option or the No option. If Yes is selected, the tab will be viewable by users. (The System Admin Tab is always available to the Administrator.) 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 5 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Tool Tabs > How to Create a Tool Tab Creating Tool Tabs Tool tabs give access to a specific tool within Blackboard Learn. Multiple tool tabs can be created to allow specific Organization Constituencies access to specific tools. For example, users with an Organization Constituency of Student could be given access to a tab that displayed the My Results tool. This tab would most likely not be made available to users with an Organization Constituency of Alumni. How to Create a Tool Tab 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. 3. Click Create Tool Tab. The following table describes the available fields. Field Description General Properties Title [r] Provide a title for the Tool tab. The title will appear as the Tab name in the header frame. Reference Name Provide a name for the tab that can be easily referenced. Tool [r] Select a Tool from the drop-down list. The tool selected will be available through the tab. Availability System Availability Select Yes to make the tab available to users. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 6 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Link Tabs > How to Create a Link Tab Creating Link Tabs Link tabs display content from an outside Web page in a Blackboard Learn tab. Link tabs can give direct access to other Organizational Web sites for specific Organization Constituencies or allow users to access the Web site of an education partner. How to Create a Link Tab Follow these steps to open the Add Link Tab page. 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. 3. Click Create Link Tab. The following table describes the available fields. Field Description General Properties Title [r] Provide a title for the Link tab. The title will appear as the Tab name in the header frame. Reference Name Provide a name for the tab that can be easily referenced. External Link [r] Provide the full URL for a Web page. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com. The Web page will be accessible through the tab. Availability System Availability Select Yes to make the tab available to users. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 7 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Tabs > How to Manage Tabs Managing Tabs The tabs are organized through the Tabs page. Tabs contain links to Courses and Departments, modules of content, user tools, and external links to additional services and content. Privileges can be applied to each Organization Constituency so that, for example, users with an Organization Constituency of Alumni could have access to a completely different set of tabs than users with an Organization Constituency of Staff or Faculty. This is controlled from the Tab Groups page. For more information, see Managing Tab Groups. Note When assigning the availability of tabs to user constituencies, it is important to check that each user constituency has access to at least one available tab in the system. Note The advanced features on this page, such as adding a Tab, are only available to those systems that have licensed the community engagement capabilities. How to Manage Tabs 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. The following table describes the available tasks. WARNING! Tabs cannot be added to Tab Groups from this page. Tabs can be added to Tab Groups through the Tab Groups page. For more information, see Managing Tab Groups. To . . . click . . . create a Module Tab Create Module Tab in the action bar. The Add Module Tab page will appear. create a Tool Tab Create Tool Tab in the action bar. The Add Tool Tab page will appear. create a Link Tab Create Link Tab in the action bar. The Add Link Tab page will appear. edit a tab Edit for a tab in the list. For the My Organization, Courses, Community, Services tab, and any Module tabs created by the Administrator, a Edit Tab page will appear. For all other tabs, clicking Edit will immediately open the Tab Properties page. preview a tab based on user constituency Select Preview Tab in the contextual menu for the tab. Select an Organization Constituency from the list and click Preview. A new browser window opens with the tabs as those users will see them. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 8 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Tab Properties > How to Set Tab Properties Setting Tab Properties The Tab Properties page is similar for each Tab. From this page, the name of the tab can be changed, and the Organization Constituencies that can access the Tab are defined. How to Set Tab Properties 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. 3. In the contextual menu for the tab, click Edit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 9 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Tab Groups > How to Create a Tab Group Managing Tab Groups System Administrators can create Tab Groups containing one or more secondary tabs. The name of the Tab Group appears as the top level Tab and the secondary Tabs appear when the Tab Group is activated. Tab Groups and Tabs can be reordered on the Tab Groups page using drag and drop. The appearance of Tab Groups and Tabs can be previewed by constituency or by selecting a user. Use this option to preview the layout of Tab Groups and Tabs for users with multiple organization constituencies. A Tab Group is displayed to users only when it contains at least one Tab that is available to Users. For more information about setting Tab availability, see Setting Tab Properties. How to Create a Tab Group 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tab Groups. 3. Click Create Tab Group. 4. Provide a Title and a Reference Name for the Tab Group. 5. Under Availability, click Yes to make the Tab Group visible to users. 6. Click Everyone to make the Tab Group available to all users. -orClick Selected Constituencies. Click a Constituency, and then click the arrow to move the Constituency to the Selected Items field. 7. Choose the Tabs to include in the Tab Group by selecting the Tabs and then the arrow button to move the Tab to the Selected Items field. 8. Click Submit. How to Preview a Tab Group 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tab Groups. 3. Click Preview and select By Organization Constituency or By User. 4. Select a Constituency to preview. -orSelect a user by clicking Browse and selecting a user from the list in the separate window. Click Submit. The selected username appears in the Copy Constituencies From field. Click Go. The Constituencies assigned to that user appear in the Selected Items field. 5. Click Preview. The Tab Group appears in a separate window. Close the window when finished previewing. 6. Click OK. How to Edit a Tab Group 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tab Groups. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 10 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Tab Groups > How to Rearrange Tab Groups 3. In the contextual menu for the Tab Group, click Edit. 4. Make any changes to the Title, Availability, or Membership of the Tab Group. 5. Click Submit. How to Rearrange Tab Groups 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tab Groups. 3. Drag the Tab Groups using the mouse. 4. Drag the Tabs within each Tab Group. 5. To preview the change, see How to Preview a Tab Group. 6. Click a Tab in the Action Bar to save the change. How to Delete a Tab Group 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. In the contextual menu for the Tab Group, click Delete. 3. Click OK. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 11 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Hot Link Content > How to Manage Hot Link Content Managing Hot Link Content The Links that appear on the left side of a tab are managed from the Manage Hot Links page. How to Manage Hot Link Content 1. On the Administrator Panel, under Communities, click and Tabs and Modules. 2. Click Tabs. 3. In the contextual menu for one of the following tabs, click Hot Link Content: My Organization, Courses, Community, Services, or any module tab created by the Administrator. The following table describes the available tasks. To . . . click . . . add a link Create External Link in the action bar. modify a link Click Edit in the contextual menu for the appropriate Hot Link. remove a link Click Delete in the contextual menu for the appropriate Hot Link. This action is irreversible. change the placement of a link The double arrow icon to the left of the Hot Link to drag and drop the Hot Link to the appropriate position. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 12 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing Hot Link Content > How to Create or Edit Hot Link Content Creating or Editing Hot Link Content Links for the left side of a tab are added and edited from the Add or URL page view. Links can access educational partners, research tools, or any Web page relevant to the Organization. How to Create or Edit Hot Link Content 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. 3. Click Hot Link Content in the contextual menu for one of the following tabs: My Organization, Courses, Communities, Services, or any module tab created by the Administrator. 4. Click Create URL or click Edit in the contextual menu for an existing URL. The following table describes the available fields. Field Description URL Information Name Provide a name for the link. The name will appear in the Hot Links box. URL Provide the URL for the link. This must be the full URL. For example, http://www.blackboard.com, not www.blackboard.com or blackboard.com. Description Provide a description of the link. The description will appear below the link name in the partnerships box. Options Permit Users to View this Content Click Yes to make the link available. Open in New Window Click Yes or No to determine if the link opens the Web site in an external browser window. Select Date and Time Restrictions Select Display After and Display Until, and then select the range of dates that the folder will appear. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 13 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Hot Spots > How to Manage Hot Spots Managing Hot Spots Hot Spot Content can be used to display advertisements or other images relevant to the Organization. Primary Hot Spot content appears as a header on the Community tab. Secondary Hot Spot images appear below the Off-Campus Links in the Tool Panel on portal tabs. Hot Spot images can be uploaded by the Administrator or the HTML option can be used to import outside images and information. Note The data entered on this page for the Primary Hot Spots Content automatically appears in the Primary Hot Spots module. This module may be accessed through the Manage Modules page. The module content may only be edited on the Manage Hot Spots page. How to Manage Hot Spots 1. On the Administrator Panel, under Communities, click and Tabs and Modules. 2. Click Tabs. 3. In the contextual menu for one of the following tabs, click Hot Spots Content: My Organization, Courses, Community, Services, or any module tab created by the Administrator. The following table describes the available fields. Field Description Edit Primary Hot Spots Content None Click this option to leave the primary Hot Spot on the left side of the tab blank. Image and Link Click this option to add a local image as the primary Hot Spot image. Enter a file name or click Browse to search for an image file. This image will appear as the primary sponsor if the Local Image and Link option is clicked. Enter a URL. The URL will open in a separate browser when the image is clicked. When entering a URL, be sure to enter the URL completely. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com HTML Sometimes when using an ad server the company running the ad server will provide HTML code to serve the ad. Post that HTML code in this box to display the ads. Edit Secondary Hot Spots Content None Click this option to leave the secondary Hot Spot on the left side of the tab blank. Image and Link Click this option to add a local image as the secondary sponsor image. Enter a file name or click Browse to search for an image file. This image will appear as the secondary sponsor if the Image Link option is selected. Enter a URL. The URL will open in a separate browser when the image is clicked. When entering a URL, be sure to enter the URL completely. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com HTML Sometimes when using an ad server the company running the ad server will provide HTML code to serve the ad. Post that HTML code in this box to display the ads. Note The Module Properties page for the Community Tab includes a third Hot Spot Content section. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 14 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Previewing Tabs by Organization Constituency > How to Preview a Tab Previewing Tabs by Organization Constituency Administrators can test how a tab appears for specific Organization Constituencies from the Preview by Organization Constituency page. When a constituency is selected, the tab will appear in the page exactly as it will appear to that constituency. How to Preview a Tab 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. 3. In the contextual menu for the appropriate tab, click Preview Tab. 4. Select a constituency from the Constituencies to Select field and move them to the Selected Constituencies field. 5. Click Preview. The Tabs appear in a separate window. 6. Click OK when finished. Note Click Browse to Copy Constituencies from specific users in the system. Select a user and click Go and their constituencies appear in the Selected Constituencies field. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 15 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing the Services Tab > How to Manage Services Managing the Services Tab The Services tab displays links. Most often, these links point to other services offered at the Organization. Service Links can be organized into folders and subfolders to create an outline of Services. How to Manage Services 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. 3. In the contextual menu for the Services tab, click Services. The following table describes the available tasks. To . . . click . . . order the links the double arrow icon to the left of the Service to drag the Service to the appropriate position. follow a link the hyperlink of an external link to follow the link to a Web site. add a link Create External Link. edit a link Edit for a particular link. remove a link Delete for a link to permanently remove it from the tab. This action is irreversible. add folder Create Folder view links and folders within a folder the folder name. A page view will appear with all the folders and links that appear in that folder. remove a folder Delete for a folder to permanently remove it from the tab. This action is irreversible and will also remove any links and folders that appear within that folder. edit a folder Edit for a folder. copy a folder Copy for a folder. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 16 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing Folders for the Services Tab > How to Create or Edit a Services Folder Creating or Editing Folders for the Services Tab Services Folders can hold links to Services and other folders. Folders may be added or edited by accessing the Add Folder page view or Edit Folder page view. The fields on the Add Folder page and Edit Folder page are the same. The Add Folder page opens with empty fields while the Edit Folder page opens with a folder already populated. How to Create or Edit a Services Folder 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. 3. In the contextual menu for the Services tab, click Services. 4. Click Create Folder or click Edit in the contextual menu for an existing folder. The following table describes the available fields. Field Description Folder Information Name Provide a name that best describes the content of the folder. Color of Name Click Pick to select a text color for the folder name. The default color is black. Text Provide a description of the folder. Options Permit Users to View the Content Item Click Yes to make the Folder visible to users. Click No to make the Folder unavailable to users. Track Number of Views Click Yes to track the number of views. Select Date and Time Restrictions Select the range of dates that the folder will appear. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 17 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing Services Links > How to Create or Edit a Services Link Creating or Editing Services Links Links are added to the Services tab from the Services-Add Link page view. Links may appear directly on the tab or within a folder. How to Create or Edit a Services Link 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tabs. 3. In the contextual menu for the Services tab, click Services. 4. Click Create External Link. Or click Edit in the contextual menu for a link that already exists. The following table describes the available fields. Field Description External Link Information Name Provide a name for the link. URL Provide a URL for the link. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Text Provide a description of the link. Options Permit Users to View the Content Item Click Yes to make the Link visible to users. Click No to make the Link unavailable to users. Track Number of Views Click Yes to track the number of views of each content item contained in the folder. Open in New window Click Yes or No to open the link in an external window. Select Date and Time Restrictions Select Display After and Display Until, and then select the range of dates that the folder will appear. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 18 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Modules > How to Manage Modules Managing Modules Modules are packets of content that appear on the My Organization tab or customized Module tabs. From the Manage Modules page an Administrator can add and edit modules as well as control the content of modules. To determine what modules will appear on a tab, use the Default Content page for a particular content area. How to Manage Modules 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. The following table describes the available tasks. To... Click... add a module Create Module in the action bar delete a module The check box for the module in the list, then Delete in the action bar. edit a module Edit Properties from the contextual menu for a module in the list. customize the content of a module Edit Contents from the contextual menu for a module in the list. view a module The module name. The module will appear as users see it on a tab. 3. Click Submit. Content Collection Modules If the content management capabilities have been licensed, an additional set of Portal Modules is available: l Content Collection: Course Content WARNING! Making this module available to Students may give them access to Course content that Instructors may not want them to view. This module displays all of the content in the Content Collection for the Course, regardless of Adaptive Release settings. l Content Collection: Bookmarks l Content Collection: Organization Content l Content Collection: My Content l Content Collection: My Portfolios l Content Collection: Department Content l Content Collection: Search Content l Content Collection: Workflow Activities Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 19 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Module Descriptions > Content Collection Modules Module Descriptions The following table provides descriptions for modules and includes suggestions on how to implement them for your organization. Module Descriptions Category: My Blackboard Alerts This module displays notifications and early warnings for Courses that users are enrolled in. Notification Collection must be enabled. On the Administrator Panel, under Tools and Utilities, select Notifications to enable Notification Collection. Bookmarks This module displays links identified by the user. The user can add a maximum of three links. Content Collection: Bookmarks This module displays the bookmarks created by the user in Content Collection. Content Collection: Interfolio Module This module links to the Interfolio Inc website. Content Collection: My Content This module displays user My Content folders in Content Collection. Content Collection: My Portfolios This module displays user Portfolios. Course List This module displays the Course information for courses users ar enrolled in. Edit the content to choose to show Course Name, Course ID, Instructors, Announcements, Tasks, and Calendar Events. Courses: Quick View This module displays links to Courses that users are enrolled in. My Accounts This module contains all the tools necessary for users to manage their transaction accounts. My Announcements This module generates announcements based on a user's constituency and enrollments. My Calendar This module generates calendar events based on a user's constituency and enrollments. My Courses This module displays links to the Courses that users are enrolled in. My Departments This module displays information for Departments that users are enrolled in. Edit the module content to suit your organization. Edit the module description to match the content attributes selected. My Outcomes Evaluations This module generates a list of submissions that are pending evaluation. My Scholar Bookmarks This module displays the user's Blackboard Scholar bookmarks. My Tasks This module displays tasks that are created by the user and the Instructors for the Courses the user is enrolled in. Needs Attention This module displays notifications for all of the items that need their attention for the Courses they are enrolled in. Notification Collection must be enabled. On the Administrator Panel, under Tools and Utilities, select Notifications to enable Notification Collection. Current Results This module displays a user's results based on the Courses they are Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 20 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Module Descriptions > Content Collection Modules Module Descriptions enrolled in. To Do This module generates a report of what is due and past due for Courses the user is enrolled in. Tools My Accounts This module displays links to Course tools, such as Calendar and My Results. Tools My Organization This module displays links to Course tools, such as Calendar and My Results. What's New This module displays notifications of what is new in the users enrolled Courses. Notification Collection must be enabled. On the Administrator Panel, under Tools and Utilities, select Notifications to enable Notification Collection. Category: Campus Information Accessibility This module displays information and access to resources on accessibility. Edit the module content to suit your organization. Alumni Affairs This module displays links to information regarding Alumni Affairs. Edit the module content to suit your organization. Arts and Culture This module displays links to information regarding arts and culture. Edit the module content to suit your organization. Athletics This module displays college athletic team information. Add a Delegated Administrator to keep this content up-to-date. Campus Bookstore This module displays links to information regarding the Campus Bookstore. Edit the module content to suit your organization. College Information This module displays key contact information for the organization. Edit the module content to suit your organization. Course Catalog This module displays the top-level categories of the Course Catalog and selected secondary categories. Edit the module content to suit your organization. Course Search This module displays a search tool that enables the end user to search for Courses created in the system. Cultural Events This module contains information regarding cultural events. Add a Delegated Administrator to keep this content up-to-date. FAQ's This module displays answers to questions commonly asked by Students and prospective Students. Add a Delegated Administrator to keep this content up-to-date. Featured Courses This module displays information about a featured Course. Add a Delegated Administrator to keep this content up-to-date. Honor Council This module displays a message from the Honor Council. Edit the module content to suit your organization. Human Resources This module displays Human Resources links and information. Edit module content to suit your organization. Information Technology Services This module displays information and links for Information Technology Services. Edit module content to suit your organization. Organization Discussion Boards This module displays links to organization discussion boards. Library This module displays links to online library resources and library information. Edit the module content to suit your organization. Library This module displays library resource links and information. Edit module Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 21 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Module Descriptions > Content Collection Modules Module Descriptions Services content to suit your organization. Mobile Learning Update This modules displays updates from Mobile Learn. The updates are on new devices and capabilities that allow users to access their Courses, content and Departments from their smartphones and tablet computers. Department Catalog This module displays the top-level categories of the Department Catalog and selected secondary categories. Edit the module content to suit your organization. Department Search This module is a search tool that enables the end user to search for Departments created in the system. Parking This module displays links to information regarding parking. Edit the module content to suit your organization. Policies and Procedures This module displays links to organization policies and procedures. Edit module content to suit your organization. Privacy Policy This module displays links to organization privacy policy information and resources. Edit module content to suit your organization. School Newspaper This module displays links to the school newspaper headlines. Edit the module content to suit your organization. Add a Delegated Administrator to keep this content up-to-date. Women's Center This module displays links to events and services sponsored by the Women's Center. Add a Delegated Administrator to keep this content up-todate. Category: Student Life Book Swap Meet This module displays links to books available for trade with contact information. Add a Delegated Administrator to keep this content up-to-date. Add the Delegated Administrator contact information to the list of links for users to contact with information on books they want to trade. Debate Society This module displays information and updates from the Debate Society. Add a Delegated Administrator to keep this content up-to-date. Dining Services This module displays links to information regarding the dining services. Edit the module content to suit your organization. Local Housing This module displays links to local housing available. Add a Delegated Administrator to keep this content up-to-date. Add the Delegated Administrator to the list of links for users to contact with local housing information. Residence Life This module displays links to information regarding living in campus housing. Edit the module content to suit your organization. Ride Share This module displays links to rides available for users to share with contact information. Add a Delegated Administrator to keep this content up-to-date. Add the Delegated Administrator to the list of links for users to contact with information on rides they are posting or looking for. Student Association This module displays links to information regarding the Student governing body. Edit the module content to suit your organization. Student Health This module displays links to information regarding Student health services. Edit the module content to suit your organization. Student Information This module displays System Administrator messages to Students. By default this module is only available to the constituency of Student. Summer School This module displays by default the admission requirements and Course catalogue for the organization summer school. Additional information can be added. Edit module content to suit your organization. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 22 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Module Descriptions > Content Collection Modules Module Descriptions Category: Student Services Bursar This module displays information and updates from the Bursar's Office. Add a Delegated Administrator to keep this content up-to-date. Career Center This module displays information from the Career Center. Add a Delegated Administrator to keep this content up-to-date. Financial Aid This module displays information on financial aid for undergraduate and graduate Students. Edit the module content to suit your organization. Job Listings This module displays up-to-date listing of available jobs. Add a Delegated Administrator to keep this content up-to-date. Registrar This module displays information and updates from the Registrar. Add a Delegated Administrator to keep this content up-to-date. Services This module displays information regarding the organization services. Edit the module content to suit your organization. Study Abroad This module displays information regarding study abroad programs. Add a Delegated Administrator to keep this content up-to-date. Volunteer Opportunities This module displays links to volunteer opportunities. Add a Delegated Administrator to keep this content up-to-date. Category: Faculty and Staff Resources Contacts This module displays System Administrator messages to staff. By default this module is only available to the constituency of Staff. Content Collection: Course Content This module displays the content collection folder for the Courses that users are enrolled in. Content Collection: Organization Content This module displays the content collection folder for the organization. Content Collection: Department Content The content collection folder for Departments that users are enrolled in. Faculty Information This module displays System Administrator messages to faculty. By default this module is only available to the constituency of Faculty. Faculty Research This module displays links to information regarding faculty research. Edit the module content to suit your organization. Faculty Senate This module displays faculty senate links and information. Edit module content to suit your organization. Pending Outcomes Artifacts and Portfolios This module links to the Outcomes dashboard. Professional Development Opportunities This module displays information regarding professional development opportunities. Add a Delegated Administrator to keep this content up-to-date. Note A user constituency must be given permission in order to view the folders. Note Users must have the appropriate permission to view content. Note Users must have the appropriate permission to view content. Category: Toolbox Calculator This module displays a calculator tool. Choose a Language Pack This module displays available language packs to the end user on the login page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 23 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Module Descriptions > Content Collection Modules Module Descriptions Content Collection: Search Content Collection This module displays a tool that allows users to search Content Collection. Content Collection: Workflows This module displays a dashboard for Content Collection Workflows. Course Creation This module displays a tool that allows users to create organization Courses by default. Another option is to allow users to email requests for Course creation. Edit the module content to suit your organization. Course Creation Wizard This module displays a tool that allows users to create Courses using a stepby-step process. Dictionary This module provides access to a dictionary. Discussion Board Creation This module allows users to create organization discussion boards by default. Another option is to allow users to email requests for discussion board creation. Edit the module content to suit your organization. Guest Deposit This module displays a deposit tool for the eCommerce system. Hot Links, Community This module displays a list of links specific to the Community tab where the module appears, and must be managed from the Tabs tool. This is different from a Link module, which shows the same set of links no matter which tab the module appears on. Hot Links, Courses This module displays a list of links specific to the Courses tab where the module appears, and must be managed from the Tabs tool. This is different from a Link module, which shows the same set of links no matter which tab the module appears on. Hot Links, My Organization This module displays a list of links specific to the My Organization tab where the module appears, and must be managed from the Tabs tool. This is different from a Link module, which shows the same set of links no matter which tab the module appears on. Hot Spots, Courses This module displays images or snippets of HTML specific to the Courses tab where the module appears, and must be managed from the Tabs tool. This is different from an Image or HTML module, which shows the same content no matter on which tab the module appears. Hot Spots, Community This module displays images or snippets of HTML specific to the Community tab where the module appears, and must be managed from the Tabs tool. This is different from an Image or HTML module, which shows the same content no matter on which tab the module appears. Hot Spots, My Organization This module displays images or snippets of HTML specific to the My Organization tab where the module appears, and must be managed from the Tabs tool. This is different from an Image or HTML module, which shows the same content no matter on which tab the module appears. Login Here This module displays a login screen to the user when they are not logged in. Used only with Direct Access. Maps This module displays the MapQuest tool for users to create maps. Notes This modules displays a text field where users can create notes that are saved as links. Users can edit notes. Observer Gateway This module generates a list of users assigned to another user to observe. Department Creation This module allows users to create organization Departments by default. Another option is to allow users to email requests for Department creation. Note Users must have the appropriate permission to view content. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 24 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Module Descriptions > Content Collection Modules Module Descriptions Edit the module content to suit your organization. Search the Web This module displays a Google search tool. Textpad This modules displays an area users can edit using HTML. Thesaurus This module provides users with access to a thesaurus. To Do This module generates a report of what is due and past due for Courses the user is enrolled in. Category: News and Events Horoscopes This module links to horoscopes generated by Astrology.com. Movie Showtimes This module displays a field where users enter their zip code to receive movie showtime listings. New York Times The New York Times modules display news from the module's associated section. For example: New York Times Art News displays links to the New York Times Art News. Professor Spotlight This module displays the achievements by faculty. Add a Delegated Administrator to keep this content up-to-date. Staff Spotlight This module displays the highlights of outstanding staff performance. Add a Delegated Administrator to keep this content up-to-date. Student Spotlight This module displays the highlights of achievements by Students. Add a Delegated Administrator to keep this content up-to-date. Time This module links to the weekly news and features from Time magazine. TV Listings This module displays local TV listings from Zap2it based on the user's zip code. Weather This module links to weather.com which displays local weather based on a user's city or zip code. Category: Help and Support IT Help Desk This module displays links to IT Help Desk information. Edit the module content to suit your organization. IT Training Opportunties This module displays links to resources that will provide users with an opportunity to learn more about the uses of information technology. On Demand Help and Learning Catalog This modules displays a link to the On Demand Help and Learning Catalog. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 25 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Create a New Module > How to Create a Module Create a New Module Modules can only be created only when the community engagement capabilities have been licensed. Several different types of modules can be created from the Administrator Panel or Administrators can use Building Blocks technology to create a completely new and customized module and add it to Blackboard Learn. After modules are created they can be set to appear on the My Organization tab or any other tab that accepts modules. To create a module using Building Blocks technology, go to http://buildingblocks.blackboard.com. How to Create a Module 1. Plan the module! Decide the type of module to create and what content will be contained in the module, what Organization Constituencies should have access to the module, and who will manage the content of the module. 2. On the Administrator Panel, under Communities, click Tabs and Modules. 3. Click Modules. 4. Click Create Module. 5. Provide a title, module type, module category, and description. 6. Determine whether or not users can Personalize the module or Detach it. 7. Determine the System Availability. 8. Determine if the Module is available for use on Course Module Pages and Department Module Pages. 9. Determine if the Module can be selected by users from a Module List. 10. Make the module available to Everyone or Specific Constituencies. 11. Select the Allow Asynchronous Loading check box to allow the Module to load asynchronously. The user returns to the Portal page regardless of whether or not this Module has loaded. 12. Click Browse to Add Administrators for the Module. If no users are selected, only users with Administrator privileges that include managing the Portal will be able to manage the content of the module. 13. Click Submit to create the module. 14. The Module Content page specific to the module type will open. 15. Define the content for the module or click Submit to add the content at another time. 16. Click Edit Contents for a module to edit the content. If users are assigned to manage the content of a module, they can edit the content from any Module Tab where the module appears. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 26 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Module Properties > How to Edit Module Properties Editing Module Properties Modules and module properties are set and edited through the Module Properties page. These pages include the same fields for configuring modules. To edit the content of a module, click Contents for a module listed on the Manage Modules page. Note After completing the Module Properties page and clicking Submit the Edit Module page appears. Module content is controlled from this page. A different page will appear depending on the type of module created. How to Edit Module Properties 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. Click Create Module from the action bar or select Edit Properties in the contextual menu for a module. The following describes the available fields. Field Description General Properties Title [r] Provide or edit a title for the module. Module Type Select a module type from the drop-down list. Once selected, this field cannot be changed. Module Category[r] Select a module category from the drop-down list. Reference Name Provide a name that can be easily referenced. Description Provide or edit a description of the module. The description will appear to users when they select modules to display on a Tab. Allow users to Personalize the module Select Yes or No to allow Users to change the content of the module. A Pencil icon will appear in the top right corner of the module. Clicking the icon takes a User to a page where they can edit the module content. This option is not available for Blackboard Learn - Basic Edition clients. Allow users to detach the module Select Yes or No to allow the module to be removed from the tab by a user. Availability System Availability Select Yes to make the module available. Available for Use on a Course Module Page Select Yes to make the module available for use on Course Module pages. Available for Use on a Department Module Page Select Yes to make the module available for use on Department Module pages. Available for Users to Select from Module List Select Yes to allow users to select module from the module list. If No is selected, but the module is selected as part of the Default Content, the module will always be displayed to users. It will not appear on the Content page where users may select modules. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 27 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Module Properties > How to Edit Module Properties Field Description Available to Select Everyone or Specific Constituencies. If Specific Constituencies is selected, select the check boxes to determine which Organization Constituencies have privileges to view the tab. Allow Asynchronous Loading Select this check box to allow the Module to load asynchronously. The user will go back to the Portal page regardless of whether or not this Module has loaded. Date and Time Restrictions Date-restricted modules will be hidden from users until the start date of the module is reached. The Module will become invisible for users upon reaching the end date. Delegated Administration Delegated Administration Provide the Usernames for all users that should have privileges to edit and add module content. A comma should separate each Username. The Users selected to administer a module will see a Module Admin button on the Tab that will allow them to edit the content of a Module. Note The option to Allow users to detach the module does not appear for Content Collection modules. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 28 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Login Module > Authentication Types Login Module Portal Direct Entry skips the Gateway and Login pages when users access the URL for Blackboard Learn. Instead, users are shown the first portal tab. When users access the system through Portal Direct Entry, they are considered Guests until they log in. The Login Module is a portal module that allows users to enter a User Name and Password to log in. This module can be placed on any Module Tab to allow users to login to the system. For information about how to add a module to a tab, see Creating Module Tabs. If the Administrator has allowed users to create accounts and turned on Portal Direct Entry, a Create Account link appears in the Login Module. The module is no longer available to users after they have logged in. For more information about enabling Portal Direct Entry or account creation, see Customizing the Gateway Page. Authentication Types The portal login page will only display if one of the following authentication types is set: Datatel, LDAP, or RDBMS. How to Edit Login Module Properties 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the Login Module, click Edit Properties. The following table describes the available fields. Field Description Enter Tab Information Title [r] The title of the Login Module can be edited. Module Type Login Module is automatically displayed here. Description Provide a description for the Login Module. This description is not displayed to users. Availability System Availability This is set to Yes by default if Portal Direct Entry is turned on. This option may be set to No if Portal Direct Entry is turned on. If No is selected, the Login Module is removed from all module pages and users must use the icon at the top of the page to access the Login page. The Login module cannot be turned on if Portal Direct Entry is not on. Available for Use on a Course Module Page Select Yes to make the module available for use on Course Module pages. Available for Use on a Department Module Page Select Yes to make the module available for use on Department Module pages. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 29 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Login Module > How to Edit Login Module Content 4. Click Submit. How to Edit Login Module Content The Login Module displays to users when Portal Direct Entry is on. Text for the Login Module may be added from the Module Contents Login Module page. The text will appear in the module along with the fields for entering a User Name and Password. 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the Login Module, click Edit Contents. 4. Provide Text to display to users in the Text field of the Login Module. Users may enter HTML in this area. Users should not add <body> tags, <form> tags, or <form element> tags. Entering these tags will cause issues when the page is accessed by end users. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 30 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Login Module Contents > How to Define Login Module Contents Login Module Contents The Login Module displays to users when Portal Direct Entry is on. Text for the Login Module may be added from the Module Content Login Module page. The text will appear in the module along with the fields for entering a User Name and Password. How to Define Login Module Contents 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Manage Modules. 3. In the contextual menu for the Login Module, click Contents. 4. Provide text to display to users in the Text field of the Login Module. Users may enter HTML in this area. Users should not add <body> tags, <form> tags, or <form element> tags. Using these tags will cause issues when the page is accessed by end users. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 31 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Creation Module > How to Define Login Module Contents Course Creation Module The Course Creation Module allows Administrators to make Course creation functions available to users, require users to request that a Course be created, or prevent users from creating Courses. If users are allowed to create Courses, the Course Creation Module will appear on the Courses tab. When the community engagement capabilities have been licensed, Administrators can make this module available to users with specific Organization Constituencies, such as faculty members, on the Module Properties page. Note Blackboard recommends not allowing all users to create Courses for security reasons. If all users are allowed to create Courses, Blackboard strongly recommends prohibiting Instructors from editing user information. Allowing all users to create Courses and allowing the Course Instructor, which could be the person who created the Course, to edit user information is a serious security concern. The following table describes the available fields. Field Description General Properties Title [r] Provide or edit a title for the module. Module Type Select a module type from the drop-down list. Once selected, this field cannot be changed. Reference Name Provide a name that can be easily referenced. Description Provide or edit a description of the module. The description will appear to users when they select modules to display on a Tab. Allow users to Personalize the module Select Yes or No to allow Users to change the content of the module. A Pencil icon will appear in the top right corner of the module. Clicking the icon takes a User to a page where they can edit the module content. This option is not available for Blackboard Learn - Basic Edition clients. Allow users to detach the module Select Yes or No to allow the module to be removed from the tab by a user. Availability System Availability Select Yes to make the module available. Available for Use on a Course Module Page Select Yes to make the module available for use on Course Module pages. Available for Use on a Department Module Page Select Yes to make the module available for use on Department Module pages. Available for Users to Select from Module List Select Yes to allow users to select module from the module list. If No is selected, but the module is selected as part of the Default Content, the module will always be displayed to users. It will not appear on the Content page where users may select modules. Available to Select Everyone or Specific Constituencies. If Specific Constituencies is selected, select the check boxes to determine which Organization Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 32 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Creation Module > How to Define Login Module Contents Field Description Constituencies have privileges to view the tab. Allow Asynchronous Loading Select this check box to allow the Module to load asynchronously. The user will go back to the Portal page regardless of whether or not this Module has loaded. Delegated Administration Delegated Administration Select the Usernames for all users that should have privileges to edit and add module content. A comma should separate each Username. The Users selected to administer a module will see a Module Admin button on the Tab that will allow them to edit the content of a Module. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 33 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Discussion Board Creation Module > How to Define Login Module Contents Discussion Board Creation Module The Discussion Board Creation Module allows Administrators to make the creation of Organization Discussion Boards available to users. If users are allowed to create Discussion Boards, then the Discussion Board Creation Module will appear on the Community tab. Note Administrators can make this module available to users with specific Organization Constituencies on the Properties page for the Discussion Board Creation module. The following table describes the available fields. Field Description Creation Options Allow users to create Discussion Boards Click this option to make Discussion Board creation functions available to all users. Allow users to email requests for Discussion Board creation Click this option and provide a valid email address in the field to allow users to request that the Administrator create a Discussion Board. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 34 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Tutorial Modules > Types of Tutorial Modules Tutorial Modules Tutorial Modules contain links to short tutorials produced by Blackboard Product Marketing that demonstrate the capabilities of the system. If these modules are turned on they appear on the My Organization page default. However, they may be placed on any module tab. Types of Tutorial Modules There are three Tutorial modules available: l Quick Tutorials: Links to tutorials that demonstrate the key features and functions of Blackboard Learn. l Quick Tutorial Catalog: Links to the Quick Tutorial Catalog where users can browse the tutorials that are available. l Quick Tutorials: New Product Enhancements: Links to tutorials about new features that are divided based on the Release and Application Pack in which they were made available. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 35 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. What's New? Module > Types of Tutorial Modules What's New? Module The What's New? module that reports on additions and changes to Course content. It is available only when the community engagement capabilities have been licensed. The What's New? module displays the number of new items for each content type and links to a details page for each Course. The module displays items going back 7 days. The following content types are reported in the module: l Assessments l Exercises l Content The What's New? Module does not report to users when Adaptive Release content becomes available. It only reports content that is made available across to all users in the Course. The What's New? module will report changes once a day. Users will see updates the first time they log in for the day. Any changes made after the user logs in will not be displayed in the What's New? module until the next day unless the user clicks Refresh. Users will only see updates for a Course if the Course is available and the user is a participant in the Course. Keep in mind that if the Guest user is enrolled in any Courses the What's New? module will report data on these Courses to anyone that accesses the system as Guest. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 36 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. My Courses Module > How to Edit the My Courses Module My Courses Module The My Courses module allows the Administrator to display different types of information about Courses. This module is displayed by default on the My Organization tab. Like other modules, the Administrator may display the module on any module tab. For users with Community tab enabled for the Organization, a My Departments module is also available. The My Departments module functions the same as My Courses, and the same options are available. How to Edit the My Courses Module 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the My Courses module, click Edit Contents. 4. Select the information to be displayed from the list by selecting the appropriate check box. 5. Click Submit. Note If the Allow users to personalize the module option is selected on the Module Properties page for this module, users will be able to change the information that appears when they view the module. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 37 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Module Contents: Course List Modules > How to Edit the Course List Module Module Contents: Course List Modules The Course List module allows the Administrator to display different types of information about Courses. This module is displayed by default on the Courses tab. Like other modules, the Administrator may add it to any module tab. How to Edit the Course List Module 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the Course List module, click Edit Contents. 4. Select the information to be displayed from the list by clicking the appropriate check box. 5. Click Submit. Note If the Allow users to personalize the module option is selected on the Module Properties page for this module, users will be able to change the information that appears when they view the module. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 38 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Channel Module > How to Edit a Channel Module Channel Module Channel modules stream content from an outside source into a Blackboard Learn module. The module content is updated at intervals. To add a channel to Blackboard, contact a channel provider. Channels are presented to users through Channel Modules and administered through the Manage Channels feature. How to Edit a Channel Module 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for a Channel Module, click Edit Contents. 4. Select a Channel from the list. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 39 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. HTML Module > How to Edit an HTML Module HTML Module HTML Modules display information according to HTML code. How to Edit an HTML Module 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the HTML module, click Edit Contents. 4. Provide and modify text in the Text field. 5. Click Submit. Note If HTML is selected then the text will display as tagged. If Plain Text is selected then the text in the module will appear exactly as written. The third row of the Text Editor may be used to upload files to the module. If a file is uploaded, it is stored in a folder created by the module on the server in the \blackboard\content\modules folder. This folder is deleted if the module is removed from the system. Uploaded files are not included if a module is exported. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 40 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. URL Module > How to Edit a URL Module URL Module URL modules display Web page content from outside of the system. From this page view, the URL of the Web page is entered. The content from the URL will appear in the module. URL Modules should be tested before making them available to ensure that the content will display correctly in a module. URL Modules differ from External Links Modules because they display the actual content of the URL instead of a link to the URL. How to Edit a URL Module 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the URL module, click Edit Contents. The following table describes the available fields. Field Description Edit URL Information URL The URL entered here indicates the Web page that will populate inside the module. The URL should be entered fully. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Maximum Hours Cached Select the number of hours (or days) that the Web page remains cached. For example: If set to 12 hours, the module content will be refreshed from the URL every 12 hours. Refresh Cache on Submit Check this box to refresh the cache immediately after clicking Submit. If this box is not checked, the next refresh will occur at the next scheduled refresh interval. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 41 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Multi-Section Modules > How to Edit a URL Module About Multi-Section Modules A Multi-Section module splits the module into sections and displays different content in each section. From this page view, sections can be added, edited, or removed. The sections will appear in the module according to the sequence they are listed on this page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 42 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing Sections in a Multi-Section Module > How to Create or Edit a Section to a Multi-Section Module Creating or Editing Sections in a Multi-Section Module A section is an area of a Multi-Section module dedicated to a piece of content. Content can include HTML code, links, and images. Sections are arranged and managed from the Edit Module page loaded with a Multi-Section module. How to Create or Edit a Section to a Multi-Section Module 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the Multi-Section module, click Edit Contents. 4. To create a new section, click Create Section. -orTo edit an existing section, in the contextual menu for the section, click Edit. The following table describes the available fields. Field Description Edit Section Properties Title [r] The title for the section. The title will appear at the top of the section. Display By Default This module will automatically be displayed as the default setting. Edit Section Content Link Title Name of a link to another Web page. The name of the link will appear in the section. Clicking on the link name in the section will open the Web page identified in the Link URL field. Link URL URL for the link. The URL must be entered completely. For example, http://www.blackboard.com, not blackboard.com. Image Source URL Provide the URL to display an image. Image ALT text Provide the alt text that will appear to accessibility users for the image. Image Alignment Select an alignment for the image from the drop-down list. This controls where the image will appear in the section. The choices are left, center, and right. Image Border Size Select a border size, in pixels, from the drop-down list. The Image will appear with a border this size surrounding it. HTML Text that displays according to HTML code. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 43 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Ordering Sections in a Multi-Section Module > How to Order Sections in a Multi-Section Module Ordering Sections in a Multi-Section Module The sections in a Multi-Section module can be reordered easily using drag and drop. How to Order Sections in a Multi-Section Module 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. On the Edit page, click the vertical double-sided arrow for the section that you want to move. 4. Drag the arrow to the desired location. 5. Repeat for each section to be reordered. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 44 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Opinion Poll Module > How to Edit an Opinion Poll Module Opinion Poll Module Opinion Polls ask a question and give users a chance to enter a full response in a text box. The module also displays some of the recent responses to the module. The Opinion Poll should not be used to collect information from Users that should be saved. Opinions are added, posted to the recent responses section of the module, and disappear as new responses are added. How to Edit an Opinion Poll Module 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the Opinion Poll module, click Edit Contents. The following table describes the available fields. Field Description Opinion Poll Question Provide the question or text. Allow Multiple Votes Allow users to enter multiple opinions on the matter. Reset Existing Poll Remove opinions that have been entered. If Users are only allowed one response, Users that have already responded will be able to respond again. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 45 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Multiple Choice Poll Module > How to Edit a Multiple Choice Poll Module Multiple Choice Poll Module The Multiple Choice Poll module presents a question with multiple answers. Users will see the question as well as options for selecting one of the answers. After users select an answer, they will see the results of the poll to date within the module. The only way to see the results of a poll is to vote. How to Edit a Multiple Choice Poll Module Follow these steps to open the Edit Module page with a Multiple Choice module loaded. 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the Multiple Choice Poll module, click Edit Contents. The following table describes the available fields. Field Description Enter Poll Question Question Provide the question. Answer Provide up to five possible answers to the poll question. Reset Existing Tally Check this box to remove all votes that have been recorded. The tally for each option will return to 0. Users that have already voted may vote again. Feedback Provide text that will appear once the users complete the question in the module. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 46 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Image Module > How to Edit an Image Module Image Module Image modules display a graphic in the module. From this page view, the URL of the image is entered. How to Edit an Image Module 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the Image module, click Edit Contents. The following table describes the available fields. Field Description Edit Image URL Information Image Link [r] URL for the link. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Image alt text Provide the alt text that will appear to accessibility users for the image. Image Align Select an alignment for the image from the drop-down list. This controls where the image will appear in the section. The choices are left, center, and right. Image Border Size Select a border size, in pixels, from the drop-down list. The Image will appear with a border this size. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 47 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. External Link Module > How to Edit an External Link Module External Link Module An External Link module can display several links to outside Web sites. From this page view, links can be added, edited, or removed. The links will appear in the module according to the sequence they are listed on this page. How to Edit an External Link Module 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. In the contextual menu for the My Courses module, click Edit Contents. The following table describes the available fields. To . . . click . . . add a link to the module Add Link in the action bar. modify a section of the module Edit in the contextual menu for a section in the list. remove a section of the module Remove for a section in the list. The link will be permanently removed from the module. set the position of links in the module the double arrow icon beside the Link Name and drag and drop the link to the correct position. 4. Click Submit. How to Add a Link to an External Link Module 1. Click Add Link from the External Link Module page. The following table describes the available fields. Field Description Edit Link External Link [r] URL for the link. The URL must be entered completely. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Link Name [r] Name of a link to another Web page. The name of the link will appear as entered. Clicking on the link name in the module will open the Web page identified in the Link URL field. Text Color Click Pick to open the color palette. Click on a color to select it as the text color for the links. 2. Click Submit when finished. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 48 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Exporting Modules > How to Export Modules Exporting Modules The Export Module page is used to create a Building Block of modules that can be downloaded and applied. When a package is created it is created with the name given in the Name field as a .war file. It can then be added as a Building Block. How to Export Modules 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Modules. 3. Click Export Modules. The following table describes the available fields. Field Description Module Export Information Name [r] Provide the name of the Building Block. Description Provide a description of the Building Block. Version Select numbers from the drop-down list to generate the version number of the Building Block. Company Name [r] Replace the name of the company or Organization developing the Building Block. Company URL Provide the URL for the company or Organization developing the Building Block. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Company Description Provide a description for the company or Organization developing the Building Block. Modules for Export Export Select this check box for each module that will be included in the Building Block. Removable Select this check box to allow Administrators to remove the module from the list of available modules without removing the Building Block (and all the other modules). Editable Select this check box to allow users to edit the content of the module. Detachable Select this check box if the module can be detached from a tab and viewed in a separate window. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 49 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About the Tool Panel > How to Export Modules About the Tool Panel The Tool Panel appears in the Left Side Tool Panel of a tab. The left side of a tab can also include Hotlinks. The Tool Panel can be renamed for each tab through the Tabs and Modules page. The way tools appear within the Tool Panel is controlled from this page. Tools will appear with the name as it appears on this page and in order from top to bottom as shown on this page. The only exception is that tools that are turned off do not appear in the Tool Panel. Besides tools, Administrators can also display external links in the Tool Panel. Note The settings that are configured for Course Tools are distinct from the Tool Panel. Changes made to the Course Tools or to the Tool Panel will not impact the other. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 50 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Adding or Editing a Tool > How to Add or Edit a Tool Adding or Editing a Tool Tools are made available or unavailable using the Tool Panel from the Add Tool or Edit Tool page. Both pages contain the same fields for adding or editing a Tool. The settings configured here apply only to the tool as it appears on the Tool Panel. How to Add or Edit a Tool 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tool Panel. 3. Click Add Tool or click Edit in the contextual menu for an existing tool. The following table describes the available fields. Field Description Enter Information Title [r] Provide or change the title of the tool. Tool [r] Select a tool from the drop-down list. This field may not be changed after it has been set. On the Edit Tool page, this field is display only. Available Select Yes or No to make this tool available to users through the Tool Panel. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 51 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Branding > What Brand Will a User See? About Branding A brand is a distinct set of colors, names, and graphics for the system. Several different brands can exist on the same Virtual Installation. Brands are displayed based on primary Organization Constituency. Therefore, the system can appear differently to different sets of users while those users share the same content. Brands also use separate hostnames to help control style. This is important when Portal Direct Entry is on because a brand can be presented to users before logging in. Multiple brands are available only if the community engagement capabilities have been licensed. Only one brand is available for systems without these capabilities. What Brand Will a User See? Brands are displayed based on hostnames and primary Organization Constituencies. If . . . then . . . The user accesses the system from a branded hostname and no constituency is required display the brand associated with the hostname. The user accesses the system from a hostname, a constituency is required, and the user has that constituency as their primary Organization Constituency display the brand associated with the hostname and the constituency. The user accesses the system from the default hostname and the user's primary Organization Constituency has a brand assigned display the brand associated with the constituency. a brand and a constituency are undefined for the hostname and the primary Organization Constituency display the default brand. Branding with Direct Access Enabled Branding can be applied not only to the top frame but, when Direct Access is on, the initial tabs and modules that appear to users can be set. Setting the content to appear is accomplished by applying an Organization Constituency to the brand content. This constituency does not need to be the same Organization Constituency used to create the brand. Keep in mind that Direct Access branding only works when the brand is available to everyone (because users have not authenticated before viewing the system through Direct Access). Set Modules and Tabs for a Brand Follow these steps to set modules and tabs for a brand. 1. Create an Organization Constituency for the brand contents or choose an existing brand that can be applied. 2. Select the modules and tabs that appear for the chosen Organization Constituency. 3. On the Administrator Panel, under Communities, click Brands and Themes. 4. Click Manage Brands. 5. In the contextual menu for a particular Brand, click Customize. 6. Click the Navigation Settings tab. 7. Scroll to Section 6, Direct Access Tab and Module Content. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 52 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Branding > Set Modules and Tabs for a Brand 8. Select an Organization Constituency. The tabs and modules available to that Organization Constituency will be available to users that access that brand before users log in. After logging in, modules and tabs will be presented based on users' Organization Constituencies. 9. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 53 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Customizing the Login Page > How to Manage the Login Page Customizing the Login Page Administrators can download Login Page Templates supplied with Blackboard Learn and configure them for their system. If a Login Page Template breaks, or is not appropriate for the Organization, the default Login page can be restored so that users can access the system with minimal interruption. WARNING! All the relevant styles for any custom login pages must be included within the <head> tags of the login page to render properly. How to Manage the Login Page 1. On the Administrator Panel, under Communities, click Brands and Themes. 2. Click Customize Login Page. The following table describes the available tasks. To . . . click . . . download a template for the Login page Download Login Page Template. The template download will begin. download a customized Login page Download Custom Login Page. The template download will begin. upload a customized Login page Upload Custom Login Page. The Upload Custom Login page will appear. From this page the path to a customized Login page is entered. The customized Login page is then uploaded and set as the Login page. reset the Login page to the default Reset to Default Login Page. The Login page will be set to the default. How to Customize the Login Page 1. On the Administrator Panel, under Communities, click Brands and Themes. 2. Click Customize Login Page. 3. Click Download Login Page Template. 4. A download window Web browser will appear. Select Save File and click OK If a download window does not appear, right-click on Download Login Page Template and choose the Save Target As option. The login file will be saved to the directory. 5. Open the login file with a text editor. The colors, style of text, and the text itself can be edited. It is also possible to create a link to an image. 6. Save the login file with the same file name. 7. Log in to Blackboard Learn. 8. On the Administrator Panel, under Communities, click Brands and Themes. 9. Click Customize Login Page. 10. Click Upload Custom Login Page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 54 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Customizing the Login Page > How to Customize the Login Page 11. In the File field, provide the path to the updated login file. If you do not know the exact path, click Browse to search for the file. 12. Logout and test the new Login page. If the page fails and you are unable to login in, type the following address in your Web browser to bring up the default login page: http://domain_name.host_name/webapps/login?action=default_ login. After logging in, go back to Customize Login Page and click the link to restore the default Login page. This will allow users to once again login. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 55 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Customizing the Default Brand > How to Customize the Default Brand Customizing the Default Brand Customizing the brand defines its style to users. How to Customize the Default Brand 1. On the Administrator Panel, under Communities, click Brands and Themes. 2. Click Manage Brands. 3. In the contextual menu for a brand, click Customize. The following table describes the available fields. Field Description Themes and Colors Select Theme Select a theme from the list. To open the theme in a preview pane, click Preview. To download a copy of the theme to edit offline, click Download. Select Color Palette Click the plus icon next to Color Palette Library to open the library. Click the desired Color Palette. To download a copy of the color palette to edit offline, click Download. Customize Colors UI Elements Use the lists beside each UI Element to select a Background Color, Text Color, Active Tab Color, or Title Text Color. Certain UI Elements have the option of selecting a Background Image. Save as New Color Palette Use these fields to save the changes to the UI Elements as a new color palette. Click the to Save as New Color Palette check box, and then provide a Palette Name and a Reference Name. Click Apply All Changes to save the new color palette. Note This is the only place in the system to create and save a new color palette. Navigation Settings Tabs Tab Style: Select the shape of the tabs from the available options. Tab Alignment: Select the justification of the tabs across the top frames from the available options. Set Top Frame Size Click one of the following options to determine the size of the header frame for the portal and for Course Web sites: Always Use Large Frame, Always Use Small Frame, or Use Large Frame for Portal and Small Frame for Courses. Banner Image Click Browse to select an image file on the system. This image will become the banner image on the top frame. The file must be in .GIF or .JPEG format. To replace a banner image, add a new image or click Remove. Provide a URL in the Banner Image Link field to link to an external image. Provide Alt Text for Banner Image to improve accessibility. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 56 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Customizing the Default Brand > How to Customize the Default Brand Field Description Designate Home and Support Links Home Link: Provide a URL that links to the Home button in the top frame. Users clicking on the Home button will be taken to this link. This must be the full URL. Example:http://www.blackboard.com, not www.blackboard.com or blackboard.comSupport Link: Provide a URL that links to the Help button in the top frame. Users clicking on the Help button will be taken to this link. When entering a URL, be sure to enter the URL completely. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.comLinking the Help button to the Support section of the Blackboard Web site will give users quick access to discussions, FAQs, and guides. The URL for the Blackboard Support is http://www.blackboard.com/products/services/support.htm . Icon Sets: Click one of the options to select an icon set. Choose Hot Spots or Hot Links Select what will appear in the upper right corner of the header frame. If Hot Links is selected, the links can then be set from the Manage Hot Links page. If Hot Spots is selected, configure the style of the upperright corner from the Primary Site Sponsor page. Direct Access Tab and Module Content Select an Organization Constituency. The tabs and modules available to that Organization Constituency will be available to users that access that brand before users log in. After logging in, modules and tabs will be presented based on users' Organization Constituencies. Course Name Usage Choose how to present the Course name to be displayed in the orientation bar and Course Menu. Note To return all the settings to their defaults, click Reset Navigation Settings. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 57 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating a Brand or Editing Brand Properties > How to Create a Brand or Edit Brand Properties Creating a Brand or Editing Brand Properties Properties define when users will see a certain brand. Properties must be defined when adding a brand and can be changed at any time by clicking Properties from the Manage Brands page. How to Create a Brand or Edit Brand Properties 1. On the Administrator Panel, under Communities, click Brands and Themes. 2. Click Manage Brands. To create a new brand, click Create Brand. -orTo edit an existing brand, click Edit in the contextual menu for that brand. The following table describes the available fields. Field Description Brand Name Brand Name Provide a name for the brand. The name is used to organize brands, it does not display to users. Host Name Host Name Select an existing hostname for the brand. The host name is used to access the system. For example: brand1.yourinistitution.com Or enter a new host Provide a new hostname. Make sure that the hostname is resolved on the network DNS server. Availability Organization Constituency Select a primary Organization Constituency for the brand. If no constituency is selected, the brand will display to all users that use the brand's hostname to access the system. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 58 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Brands > How to Manage Brands Managing Brands The Manage Brands page lists the brands on the system. Each brand is listed along with the hostname and required primary Organization Constituency for the brand. How to Manage Brands 1. On the Administrator Panel, under Communities, click Brands and Themes. 2. Click Manage Brands. The following table describes the available tasks. To . . . click . . . Sort brands the carat at the top of a column. The list of brands will sort alphabetically by the values in that column. Add a brand the Create Brand button. Change the style of a brand Customize in the contextual menu for the appropriate brand. Preview a brand Preview in the contextual menu for the appropriate brand. Change the properties that define a brand Edit in the contextual menu for the appropriate brand. Delete a brand the check box for each brand to delete. Click Delete from the Action Bar or select Delete in the contextual menu for the appropriate brand. How to Create a Brand 1. On the Administrator Panel, under Communities, click Brands and Themes. 2. Click Manage Brands 3. Click Create Brand. 4. Provide a Brand name. 5. Select a Host Name, or provide a new host name. 6. Select an Organization Constituency to associate with this brand. 7. Click Submit. 8. Click Save and Customize to update the Theme and Settings for the Brand. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 59 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing the Theme and Palette Catalog > How to Preview a Theme Managing the Theme and Palette Catalog This section contains information on the Themes and Palettes that are available. The Theme and Palette Catalog is located in Brands and Themes under the Communities section on the Administrator Panel. How to Preview a Theme 1. In the contextual menu for the Theme, click Preview. 2. Click the right and left arrows to move through the different screens. This will give you a picture of what your Organization will look like with its new theme. How to Download a Theme The themes are listed in the catalog with a short description. The following steps will explain how to download a theme to edit it offline. Note The theme will be downloaded from the Themes and Palette Catalog page, but it will be uploaded from the Create Theme page by clicking the Create Theme button from the top of the Theme and Catalog page. 1. In the contextual menu for the Theme, click Download. 2. In the Download File window, click Save. 3. Open and unzip the file. 4. Click Create Theme at the top of the Theme and Palette Catalog page. 5. Provide a Theme Name and Reference Name. The Reference Name is used to organize the Theme files. They are required and must be unique. 6. Provide a description (optional). 7. Upload the Theme Package by attaching the file. Browse for a local file or in the Content Collection. 8. Click Submit. Your updated theme will be added to the Catalog. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 60 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Color Palettes > How to Preview a Color Palette Managing Color Palettes This section contains information on the Color Palettes that are available. The Color Palette Catalog is located on the Theme and Palette catalog page. How to Preview a Color Palette 1. In the contextual menu for the Color Palette, click Preview. 2. Click the right and left arrows to move through the different screens. This will give you a picture of what your Organization will look like with its new color palette. How to Download a Color Palette Note You will download the Color Palette from the Color Palette page. However, you will upload the Palette from the Create Color Palette page by clicking the Create Color Palette button from the top of the Color Palettes page. 1. In the contextual menu for the Color Palette, click Download. 2. In the Download File window, click Save. 3. Open and unzip the file. 4. Click the Create Color Palette button at the top of the Color Palettes page. 5. Provide a Color Palette Name and Reference Name. The Reference Name is used to organize the Theme files. They are required and must be unique. 6. Provide a description (optional). 7. Upload the Color Palette Package by attaching the file. Browse for a local file or in the Content Collection. 8. Click Submit. The updated Color Palette is added to the list of Palettes. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 61 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Defining the Default Course Design > How to Define the Default Course Design Defining the Default Course Design This topic explains how to define the Course Menu and content view for new Courses. How to Define the Default Course Design 1. On the Administrator Panel, under Communities, click Brands and Themes. 2. Click Default Course Design. The following table describes the available fields. Field Description Select Menu Style Style Select Text or Buttons. The preview will display above in the preview area. Text Select the Theme colors you wish to use. You can also select a different Background and Text color here. Buttons Open the Button Library and select the buttons you wish to use for the default Course Menu design. Select or Search for the type of button that you wish to use. You can search by button type and shape. Course Menu Display Default Menu View Select Folder View or List View. You can also choose to permit both views. Default Content View Select Icon Only, Text Only, or Icon and Text. 3. Click Submit when you are finished. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 62 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Defining the Default Department Design > How to Define the Default Department Design Defining the Default Department Design This topic explains how to define the Department Menu and content view for new Departments. These settings can be changed later.. How to Define the Default Department Design 1. On the Administrator Panel, under Communities, click Brands and Themes. 2. Click Default Department Design. The following table describes the available fields. Field Description Select Menu Style Style Select Text or Buttons. The preview will display above in the preview area. Text Select the Theme colors you wish to use. You can also select a different Background and Text color here. Buttons Open the Button Library and select the buttons you wish to use for the default Department Menu design. Select or Search for the type of button that you wish to use. You can search by button type and shape. Department Menu Display Default Menu View Select Folder View or List View. You can also choose to permit both views. Default Content View Select Icon Only, Text Only, or Icon and Text. 3. Click Submit when you are finished. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 63 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Working with Language Packs > How to Define the Default Department Design About Working with Language Packs This documentation provides users and vendors with all of the information needed to create and edit the Language Packs used to display Blackboard Learn in a specific language. This document contains information on creating and editing Language Packs using the User Interface, using Themes, and how to acquire source materials. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 64 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Language Packs > How to Define the Default Department Design About Language Packs Language Packs are sets of text files and images that are used to display Blackboard Learn in a specific language. Language Packs are composed of three components: l The User Interface (UI) Text: The UI text includes course- and Organization-related information as well as information about how to perform specific tasks within the system. l The UI Themes: The UI Themes help brand Blackboard Learn for a particular Organization. Editing the Cascading Style Sheet (CSS) of a Theme offers the opportunity to modify system images that are not changeable by end-users. l The Documentation: The Documentation includes all reference materials that accompany Blackboard Learn. These materials can be accessed through the system as HTML-based online help or as PDF documents. In addition to English, the Documentation is translated into the following languages: Arabic Chinese (Simplified) Dutch French German Italian Japanese Spanish Taiwanese Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 65 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Locales and Languages > What is a Locale? About Locales and Languages What is a Locale? A Locale is a set of conventions and specifications that govern the formatting of data for output and the interpretation of user input. Such data includes date and time formats, number formats, name presentation, sorting rules, currency symbols, vocabulary, and grammar rules. What is a Locale Code? Each Locale has its own particular code, formatted as follows: two lower-case letters indicating the language used in the locale, followed by two uppercase letters indicating the region. For example: en_US. The first two letters indicate the language is English while the last two letters indicate the region is the United States. This is the default Locale for Blackboard Learn. All of the important information about a Locale is contained in its Locale Bundle. What is a Locale Bundle? Locale Bundles are sets of parameter strings and their values that allow User Interface changes to be made for the current Locale. Each Locale has numerous Locale Bundles, each of which corresponds to a specific Blackboard Learn component, such as Blogs or Assessments. You edit a particular bundle to change the UI elements for that component. These bundles are stored in properties files in the following Blackboard Learn directory: content/locale/locale_code/messages. For example, content/locale/en_ US/messages. Each property file is named as follows: bundle_name.properties. For example, blogs.properties. Note Each time a change is made to a Locale Bundle, Blackboard Learn must be restarted. The changes will not appear until after Blackboard Learn has restarted. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 66 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Uses for Language Packs > Language Variation by Locale Uses for Language Packs Language Packs can be used to do more than display Blackboard Learn in a different language. The following sections provide some examples of Language Pack use. Language Variation by Locale Locales reflect the regional differences that occur within a language. To make users more comfortable with Blackboard Learn, a new locale can be created for use in a particular region. English is a good example. Many English-speaking countries and regions use different expressions. As a result, each region requires a different locale bundle: Locale Description en_US The Locale designating English as spoken in the United States of America. en_UK The Locale designating English as spoken in the United Kingdom. en_AU The Locale designating English as spoken in Australia. Organization Constituencies Language Packs can be used to display instructions and procedures so that users can perform tasks in a way mandated by a school. These instructions can be displayed for particular constituencies. For example, a school's evaluation scheme can be displayed in the Results Center to reinforce the use of that scheme by faculty. Branding Organizations can use Language Packs to brand Blackboard Learn. School colors, mascots, and other cultural icons can replace the default images. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 67 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About the Language Pack Catalog > How to Access the Language Pack Catalog About the Language Pack Catalog Blackboard catalogs a variety of user-created Language Packs and makes them available through the Language Pack Catalog. These Language Packs can be imported into Blackboard Learn and then modified using the Language Pack Editor. How to Access the Language Pack Catalog Log on to Behind the Blackboard and navigate to the Download Center. The Language Pack Catalog is located under Building Blocks. How to Search the Language Pack Catalog Search the catalog by Products, Language, Pricing Type, and Keyword. Search on any one or all of these parameters. 1. Select the appropriate Product and version from the drop-down list. 2. Select a Language from the drop-down list. 3. Select a Pricing Type from the drop-down list. 4. Enter a Keyword. 5. Click Search when all of the search parameters have been entered. Note There are also three tabs that contain lists of the Top Ten, New Language Packs, and High Ranked Language Packs. About Creating and Editing Language Packs Why Create Language Packs? Language Packs can be created or edited to help with the branding, cultural adoption, and the delivery of information for specific Organizations, courses, users, and constituencies. Language Packs are made up of three components: the User Interface (UI), Themes and Images, and the Documentation. Creating a custom Language Pack may involve editing any or all of these components. The following table lists some typical objectives when creating a Language Pack as well which components can be used to best fulfill the objective. Objective User Interface Themes Documentation Teach Language Through Immersion Yes Yes Yes Display Cultural Norms Yes Yes No Provide Specific Instructions Yes Yes Yes Reinforce Cultural Adoption Yes Yes Yes Support Organizational Branding Yes Yes No User Interface The Language Pack Editor provides access to the Locale Bundless used throughout the system. Because the UI is the component of the Language Pack that Blackboard Learn users are most familiar with, editing these Locale Bundless offers the most impact on the user community for the least amount of work. Language immersion and cultural adoption are obvious benefits, but the Locale Bundless can be edited to include information that enforces organizational rules and best practices. For Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 68 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Creating and Editing Language Packs > Themes example, suppose an organization wants to reinforce its policies regarding the downloading of Results Center data. The instructor.exportDownloadResults.instructions field, located in the gradebook.properties Locale Bundles, can be edited to provide specific download instructions that Instructors must follow. Themes The Cascading Style Sheets (CSS) that accompany Themes can be edited to support an organization's branding campaign. Many organizations customize Themes to foster community and give Blackboard Learn a more welcoming look and feel. Themes can also be used to change design elements of Blackboard Learn such as fonts, color schemes, and background images to display cultural norms. Documentation Blackboard provides source materials for both the printed documentation and the online help that is embedded in Blackboard Learn. These source materials are provided in two authoring kits: l Documentation Authoring Kit contains the Microsoft® Word™ files for producing printed documentation. These files can be edited and adapted easily to suit the needs of an Organization. l Online Help Authoring Kit contains the MadCap Flare™ Project files for producing online help content. The MadCap Flare project files in the Online Help Authoring Kit contain the same content as the Microsoft Word files. MadCap Flare is an online help authoring tool that Blackboard uses to create and manage documentation for Blackboard Learn. These files can be edited only with MadCap Flare 3.1 or later. These authoring kits are available through on Behind the Blackboard in the Reference Center. Note Users must accept an End-User License Agreement prior to downloading the Documentation or Online Help Authoring Kit. Using the appropriate application, these source materials can be tailored to the needs of an organization. References to features and functions that are not currently available to the organization can be removed, while documentation relating to a customized Building Block, or any other type of customization, can be added. After the source materials have been edited, the next step is to properly link them to Blackboard Learn. By default, all of the documentation links point to the Blackboard reference library. The documentation.properties Locale Bundles contains the URL links to documentation provided by Blackboard. Edit the fields in this Locale Bundles to point to the newly edited documentation. These fields can also be edited to point to documentation that has already been created by the organization. All Components Editing all three components of a Language Pack produces a customized experience for the Blackboard Learn users in a specific locale. Using a language in the UI appropriate to the locale encourages language immersion and adoption; culturally relevant design elements can reinforce cultural norms as well the brand identity of an organization; and editing the documentation provided with Blackboard Learn allows an organization to provide relevant information in the appropriate format. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 69 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About the Language Pack Editor > How to Use the Language Pack Editor About the Language Pack Editor The Language Pack Editor allows users to view the Locale Bundles against a reference language and translate the copied Language Pack text string by text string. For example, if a user who speaks English and Gaelic would like to create a Gaelic Language Pack, the user can choose English as the Reference Language when creating the Gaelic Language Pack. The Reference Language can then be used as a guideline for translating the Locale Bundles. Users may edit any Language Packs that have been imported or copied. Supported Language Packs, the ones that are included with Blackboard Learn, may not be edited. They may be copied and used as the reference language when creating a new Language Pack. WARNING! Copy an existing Language Pack before using the Language Pack Editor to edit it. Changes to an existing Language Pack can result in system errors. See Creating a New Language Pack of User Interface Text before using the Language Pack Editor. How to Use the Language Pack Editor A Language Pack is made up of many *.properties files. These files are tied to specific UI elements within Blackboard Learn, such as the Address Book and the Calendar. These properties files are often referred to as Locale Bundles. The first step in using the Language Pack Editor is determining which Locale Bundles need to be modified. When a Locale Bundle is opened in the Language Pack Editor, two columns appear: Reference Language and Edit Text. All of the code that appears in the Locale Bundles is displayed in the Reference Language column. The content of this column is not editable, and does not change as the Locale Bundles is translated. The editable part of the text string, also called the text message, appears in the Edit Text column. All changes to the Locale Bundles are made in the Edit Text column. Users decide whether or not comments are displayed in the Reference Language. Comments are notes within a Locale Bundles that provide additional information about a text string or group of text strings. They may provide some context for how the text string is used in the application, which may be helpful to translators. The language of the text in the Edit Text column corresponds to the Language Pack that is being edited. The system default language is the automatic default for the Reference Language column; however the user may change this at any time. For example, a school wants to create a new Language Pack that is similar to the French Language Pack. Copy the French Language Pack and then open it in the Language Pack Editor. The content in the Reference Language column automatically appears in the system default language; the content in the Edit Text column appears in French. The Reference Language may be changed to French or any other language in the system, in the Action Bar at the top of the page. Tip The help.properties Locale Bundles contain strings that can be useful in delivering information to Instructors. The following are two important string types contained in this Locale Bundle: ...help= This string can be used to enter a short description of the page that appears at the top. ...help.extended= Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 70 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About the Language Pack Editor > How to Use the Language Pack Editor This string can be used to enter additional help text about the page. This text appears in a separate window when the user clicks More Help. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 71 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating a New Language Pack of User Interface Text > How to Make a New Language Pack Available to Users Creating a New Language Pack of User Interface Text All new Language Packs are created by editing and altering an existing one. Three different workflows are available to complete this process. The workflow chosen depends on the skill level of the translator and the extent of the translation they would like to create. This topic explains these workflows and the pros and cons for each. How to Make a New Language Pack Available to Users 1. Create the new Language Pack by one of the three methods described in the following sections: l Copying and Editing an Existing Language Pack l Exporting and Editing an Existing Language Pack l Importing an Existing Language Pack from the Language Pack Catalog and Editing It 2. Save the changes. 3. Return to the Language Packs page. 4. Select Manage for the new Language Pack. 5. Make the Language Pack Available. 6. Define the availability at the Course, Department, and User level. 7. Log out of Blackboard Learn. 8. Log in to test the results. For Example: If this Language Pack is meant for the Course level, then log in as an Instructor or Course Administrator and change the Course settings to adopt the new Language Pack. 9. View Blackboard Learn and verify that the Language Pack is in effect from the appropriate perspective: Course, Department, or User. How to Create a Language Pack by Copying and Editing an Existing One Creating a new Language Pack by this method is a good choice for users who are familiar with the language they want to create. For example, if a user speaks both English and Spanish, and he or she is creating a Icelandic Language Pack, exporting the English Language Pack as the copied language is a good strategy. Copying an existing Language Pack makes changes to the new manifest automatically and allows the translator to use the Blackboard Language Pack Editor for editing Locale Bundles and properties files. The Name and Code of the new Language Pack are important considerations. The Name should be descriptive and easily recognizable; "English (New Zealand)", for example. If you are creating Language Packs for others to use then the Code must conform to the ISO standards for country and language codes. Put them both together and the format is as follows: the language code in two lower-case letters followed by an underscore and then followed by the country code in two upper-case letters. Following this format, English (New Zealand) would have the following code: en_NZ. For more information about the ISO country codes and other standards, visit the ISO web site: http://www.iso.org/iso/home.htm. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 72 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating a New Language Pack of User Interface Text > How to Create a Language Pack by Exporting and Editing an Existing One 1. Select Language Packs on the Administrator Panel. 2. Select Copynext to an existing Language Pack. 3. Enter a Name for the new Language Pack. 4. Enter a Code for the new Language Pack. 5. After the copy is complete, use the Language Pack Editor to edit the Locale Bundles. 6. Save the changes. Note If you are creating a Language Pack that is not going to be shared with others then the name of a Language Pack does not have to follow the ISO country code format. For example, consider the en_US_K12 and en_US_ProEd Language Packs. These were developed by Blackboard to suit the needs of K-12 and ProEd departments. A custom Language Pack for the Polish language could be developed for use by the students of State University: pl_PL_ SU. How to Create a Language Pack by Exporting and Editing an Existing One Users may export an existing Language Pack and go through all of the steps using tools external to Blackboard Learn to create a new Language Pack. When the exported package is opened, two top level items appear. The manifest file and the locale name directory. The locale name directory contains all of the images and Locale Bundles. The manifest file includes metadata about the Language pack, such as the name, vendor information, and release number. If this method is used, the user must update the manifest. Some translators may want to update the manifest, to change information about the vendor, release number, and other metadata regarding the Language Pack that is not accessed through the automated process. This is a good solution for users who would like to create a complete Language Pack or for users who prefer to use a specific text editor for translating Locale Bundles. Once the Language Pack is exported the images may be translated and any text editor may be used. Here is an example of the manifest for the en_US Language Pack: <?xml version="1.0" encoding="UTF-8"?> <manifest><languagepack><name value="English (United States&amp;#x202D;)&amp;#x202C;"/><locale value="en_US"/><leftToRight value="true"/><description value=""/><version value="1.0.0"/><bbversion value="9.0.351.4"/><vendor><id value=""/><name value=""/><url value=""/><description value=""/></vendor></languagepack></manifest> The important information can be identified by the following tags: Manifest Tag <name value="" /> <description value=""/> <version value="" /> Description The name of the Language Pack. A description of the Language Pack. The version of the Language Pack. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 73 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating a New Language Pack of User Interface Text > How to Create a Language Pack by Importing an Existing One from the Language Pack Catalog and Editing It Manifest Tag Description Blackboard Learn System Information <bbversion This field should not be edited. value=""/ The version of Blackboard Learn in current use. This information is important to the maintenance of the Language Pack. Customized Language Packs can stop working when Blackboard Learn is updated. Vendor Information Enclosed Within the <vendor> Tags <id The ID of the translation vendor. value=""/> <name The name of the translation vendor. value=""/> <description A description of the translation vendor. value=""/> 1. Select Language Packs on the Administrator Panel. 2. Select Export next to an existing Language Pack. This will be the copied language, meaning that the user will work from it to create the new Language Pack. 3. Click OK to save the ZIP package. 4. Open the ZIP package and unzip the contents. 5. Open the bb-lp-manifest.xml file in a text editor. WARNING! The structure of this file must be preserved. 6. Make the appropriate changes to the file regarding the name of the Language Pack, a description, version, vendor ID, vendor name, and vendor description. 7. Open each of the Locale Bundles in a text editor and edit accordingly. WARNING! Using an external tool to edit the Locale Bundles requires caution. Working directly in the code provides no context for the text strings, unlike working in the Language Pack Editor. Make sure that the text strings have been identified before editing. 8. Save all files and add them back to the ZIP package. 9. Import the new Language Pack through the Admin Panel after the translation process has been completed. How to Create a Language Pack by Importing an Existing One from the Language Pack Catalog and Editing It Importing an existing Language Pack from the Language Pack Catalog ensures that the new Language Pack is built on a good foundation. Because it was downloaded from Blackboard, a translator can use the Blackboard Language Pack Editor for editing the Locale Bundles and properties files. This method also has the benefit of changing the new manifest automatically. 1. Select Language Packs on the Administrator Panel. 2. Select Import in the Action Bar. 3. Complete the Import Language Pack page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 74 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating a New Language Pack of User Interface Text > How to Create a Language Pack by Importing an Existing One from the Language Pack Catalog and Editing It 4. Once the Language Pack has been imported, use the Language Pack Editor to translate the Locale Bundles. 5. Save the changes. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 75 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing a Language Pack through the User Interface > How to Edit a Locale Bundles Editing a Language Pack through the User Interface The Language Pack Editor allows the user to select and edit one Locale Bundles at a time. A Locale Bundles is a file that consists of a set of related text strings. For example, the announcements.properties file includes text strings related to the announcements feature. When a Locale Bundles is opened in the Language Pack Editor, the original text appears alongside the editable text. The original text remains on the page as a reference once the text string is translated, so users may always refer back to it. How to Edit a Locale Bundles Note Only copied and imported Language Packs may be edited in the Language Pack Editor. After copying the Language Pack (and then renaming it so the integrity of the original is maintained) then it may be edited. 1. Select Language Packs on the Administrator Panel. 2. Select Edit from the contextual menu for a Language Pack that can be edited. 3. Accept the Terms of Use and click Submit. 4. Select Edit from the contextual menu for the appropriate Locale Bundles. 5. Use the Hide/Show Comments button in the Action Bar to choose whether or not to display comments included in the Locale Bundles. If turned on, these comments appear in the Reference Language column and provide descriptive information about the text strings. 6. Use the Reference Language drop-down list to select a different Reference Language. The system default automatically appears, but translators may change this at any time. 7. Add the new text for each string in the appropriate field in the Edit Text column. 8. Click Submit. All content in the New Language column is saved. How to Search a Locale Bundles If the user is making small modifications to an existing Language Pack, the search feature may be helpful. This feature allows the user to select all of the Locale Bundles for a specific word or phrase. For example, to create a Language Pack that changes the term 'Course' to 'section', use this feature to find all of the places where the term must be changed. 1. Select Language Packs on the Administrator Panel. 2. Select Edit from the contextual menu for a Language Pack that can be edited. 3. Enter the appropriate term in the Search file contents field and click Go. 4. A list of all of the Locale Bundles that include text strings where this word or phrase appears is displayed. 5. Select Edit from the contextual menu for a file name. See the instructions above for editing a Locale Bundles; edit each bundle one at a time. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 76 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Name Format and Sort Order > How to Label the Name Fields Setting the Name Format and Sort Order The default name sorting is based on the en_US language pack, and accommodates names such as "Cindy Williams." Depending on the Locale, the default name format and sorting will not meet the needs of the users. Some locales have names such as "Derek Van de Trak", and without modifying the sort order the name will be sorted by "Trak" rather than by "Van de". The name sorting order is modified using the Language Pack Editor. The Language Pack Editor allows the user to select and edit one Locale Bundle at a time. A Locale Bundle is a file that consists of a set of related text strings. For example, the user_ column_access.properties file includes text strings related to the user's information. When a Locale Bundle is opened in the Language Pack Editor, the original text appears alongside the editable text. The original text remains on the page as a reference once the text string is translated, so users may always refer back to it. How to Label the Name Fields Note Only copied and imported Language Packs may be edited in the Language Pack Editor. After copying the Language Pack and renaming it so that the integrity of the original is maintained, it may be edited. 1. Select Language Packs on the Administrator Panel. 2. Select Edit from the contextual menu for a Language Pack that can be edited. 3. Accept the Terms of Use and click Submit. 4. Select Edit from the contextual menu for the user_column_ access.properties text file. 5. Use the Hide/Show Comments button in the Action Bar to choose whether or not to display comments included in the Locale Bundles. If turned on, these comments appear in the Reference Language column and provide descriptive information about the text strings. 6. Use the Reference Language drop-down list to select a different Reference Language. The system default automatically appears, but translators may change this at any time. 7. Add the new text for each string in the appropriate field in the Edit Text column. 8. Click Submit. All content in the New Language column is saved. What Settings to Edit l Edit the wording associated to the lastname.default_display_title, and lastname.display_title text strings to indicate to the user that in a name of "Derek Van de Trak", this is the location where "Van de" is entered. l Edit the wording associated to the suffix.default_display_title, and suffix.display_ title text strings to indicate to the user that in a name of "Derek Von Trak", this is the location where "Trak" is entered. l Edit the wording associated to the othername.default_display_title, and othername.display_title text strings to indicate the use of the new name option at your organization. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 77 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Name Format and Sort Order > Using the LocaleSettings.properties File Using the LocaleSettings.properties File After downloading the Language Pack from the catalog, unzip the Language pack and use a text editor to modify the LocaleSettings.properties file, then zip up the Language Pack and import it to your server. If the Language Pack was placed onto the server using another method, you will require access to the files on the server itself to modify the LocaleSettings.properties file. When looking at the following LocaleSettings.properties file, it is important to understand the name values and the numbers associated to those name values. l 0 - Title l 1 - First Name l 2 - Middle Name l 3 - Last Name l 4 - First Initial of First Name l 5 - Other Name l 6 - Suffix Using the number associated to the various name identifiers, the LocaleSettings.properties file can be set to sort names by any method necessary. The number associated to the name value is placed in a curly bracket, when mentioned in the LocaleSettings.properties file. For example, when using the Title field, place a {0} in the LocaleSettings.properties file in the location to meet the needs of your locale. The following is an example of an en_US LocaleSettings.properties file. # Which name column should be used to sort when sorting a full name # Valid values - one of: title, givenName, middleName, familyName, otherName, suffix LOCALE_SETTINGS.NAME.SORT_COLUMN=familyName # Order for name columns in inventory lists (not all columns may be shown, but the ones that are will be in this order) # All 6 fields (title,familyName,givenName,middleName,otherName,suffix) must be present LOCALE_SETTINGS.NAME.COLUMN_ ORDER=title,familyName,givenName,middleName,otherName,suffix # for these items, you will get an array in the following order: # new String[]{ strTitle-0, strGivenName-1, strMiddleName-2, strFamilyName3, InitialForGivenName-4, strOtherName-5, strSuffix-6 } # use the appropriate values for the given locale LOCALE_SETTINGS.GREETING=Welcome, {1} # FAMILY_NAME, GIVEN_NAME LOCALE_SETTINGS.SHORT_SURNAME={3}, {1} # Surname with any other info needed (e.g. the surname prefix in Dutch) # This will be used whenever the surname is displayed on its own. LOCALE_SETTINGS.EXTENDED_SURNAME={3} # TITLE GIVEN_NAME MIDDLE_NAME LAST_NAME Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 78 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Name Format and Sort Order > Using the LocaleSettings.properties File LOCALE_SETTINGS.LONG={0} {1} {2} {3} #GIVEN_NAME FAMILY_NAME LOCALE_SETTINGS.SHORT={1} {3} #First_Initial Last_Name LOCALE_SETTINGS.GIVEN_INITIAL_FAMILY_NAME={4} {3} Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 79 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing the Documentation > How to Customize the Documentation Editing the Documentation Blackboard provides a comprehensive set of documentation resources that can be used in a number of ways to increase the effective use of Blackboard Learn. When planning a new Language Pack, determine the best ways to use the documentation to reinforce the Language Pack. There are two options to consider: l Customizing the documentation provided to match how your school uses Blackboard Learn. l Editing the links to the manuals within Blackboard Learn to point to materials already in existence at the Organization. How to Customize the Documentation By editing the source materials provided by Blackboard, Language Packs can be reinforced with relevant content delivered to the appropriate audience. The documentation and online help can be translated to the suit the proper locale. References to features and functions that are unavailable can be removed and policies regarding the use of those that are available can be reinforced. A thorough review of the existing material is recommended before customization. The source materials are provided in two kinds of Authoring Kits: Documentation and Online Help. For more information, see About the Authoring Kits. How to Edit the Links to Manuals Editing the links in the documentation.properties Locale Bundles is an efficient method to point to materials housed on a support site created on campus to help users. For more information, see Editing Links to Documentation Resources. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 80 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About the Authoring Kits > File Version Information About the Authoring Kits Blackboard makes two different kinds of source materials available for use by our clients to adapt Blackboard Learn to their needs. Such modifications can help speed adoption of Blackboard Learn. The Authoring Kits come in two different varieties: l Documentation Authoring Kit: This ZIP file contains Word versions of the Administrator Guide, Instructor Guide, and the User Guide. l Online Authoring Kit: There are four ZIP files, each containing the Flare projects for the Administrator Guide, Instructor Guide, Learning Content User Guide, and the User Guide. File Version Information The Documentation Authoring Kits contain files created using Microsoft Word 2007. Obtain a licensed copy of Microsoft Word 2007 to work with these files. The Online Authoring Kits contain files created using MadCap Flare. Obtain a licensed copy of MadCap Flare to work with these files. How to Obtain an Authoring Kit These kits are available on Behind the Blackboard. Log in using your client ID and password and navigate to the Reference Center. The Authoring Kits are located under the Source Materials Document Type, organized by software version. The Word files can be found in the Documentation Authoring Kits while the Flare files can be found in Online Help Authoring Kits. Note Have the correct Login ID and Password before attempting to log in to Behind the Blackboard. Each kit comes with its own End User License Agreement; accept the agreement during the download process. 1. Log into Behind the Blackboard. 2. Click Reference Center. 3. Select Source Materials from the Documentation Types list. 4. Click Go. 5. Select the appropriate version. 6. Click the appropriate Authoring Kit. 7. Select the appropriate language from the Select Language list. English is the default. 8. Click Download Document. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 81 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Links to Documentation Resources > How to Edit the Documentation Links in a Language Pack Editing Links to Documentation Resources The System Administrator can change the links to any of the documentation resources within a Language Pack. By default, if the resource is available in more than one language then the appropriately translated resource appears when the link is clicked. These links are stored in one of the properties files that make up a Language Pack. In this case, the documentation.properties file. By default, the links in Blackboard Learn all point to various Blackboard web sites. These links can be changed to any URL that points to where other versions of Blackboard documentation resources are stored or to a school support web site. WARNING! Do not forget to maintain the links to the documentation resources within the Language Pack. Upgrading Blackboard Learn or just the Language Pack can result in broken links to the documentation resources. For more information, see Broken Links to Documentation Resources. How to Edit the Documentation Links in a Language Pack The following procedure details how to edit the links using the Language Pack Editor. These links may also be edited by using a text editor. 1. Select Language Packs on the Administrator Panel. 2. Select Edit from the contextual menu for a Language Pack that can be edited. 3. Accept the terms and click Submit. 4. Select Edit from the contextual menu for the documentation.properties file. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 82 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Links to Documentation Resources > How to Edit the Documentation Links in a Language Pack 5. Edit the following fields where appropriate: Field documentation.href.online_ admin Description documentation.href.cp_ online_manual The link for the Instructor documentation is located on the Control Panel for each course under Help. documentation.href.student_ manual The link for the User documentation is located under the Tools link on any Course page. documentation.href.cs_ manual The link for the content management User documentation is available on the Content Collection tab by clicking Tools and then Help. documentation.href.online_ outcomes The link for the outcomes assessment documentation is available on the Outcomes tab by clicking Discover and then Manual. documentation.href.online_ outcomes_course_review documentation.href.online_ outcomes_program_review documentation.href.online_ outcomes_inst_accreditation documentation.href.online_ outcomes_special_ accreditation documentation.href.online_ outcomes_strategic_planning These links are for the outcomes assessment Success Stories, which are located on the Outcomes tab by clicking Discover. They are listed under Success Stories. No longer used documentation.href.comm_ online_admin documentation.href.org_ online_manual documentation.href.comm_ user_manual The link for the Administrator documentation is located on the System Admin panel under Help. Note These have not been translated, so Blackboard recommends that you do not change these links. These links are no longer used. These links are no longer used. These links are no longer used. 6. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 83 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Using Themes > How to Edit the Documentation Links in a Language Pack About Using Themes Themes are an important element of the User Interface (UI) to ensure a consistent look and feel and to reflect a particular locale. Themes can be edited to incorporate cultural imagery and fonts. Note There are other places to add images and colors through the User Interface: l System Administrators can customize the default Brand to reinforce the cultural identity of an Organization. l System Administrators can use the Theme and Palette Catalog to change the colors that are used throughout Blackboard Learn. l Instructors can use the Course Style tool to customize their courses, including the addition of banner images that can reinforce locale. This section includes detailed information on how to download and edit a Theme and suggested tools to use for editing a Theme. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 84 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Themes > Firefox and Firebug Editing Themes Themes downloaded from Blackboard Learn can be edited to change the look and feel of the system. Every theme has a Cascading Style Sheet (CSS) associated with it that determines how the UI appears. Characteristics such as font sizes and types, background images, and other XHTML elements are described by the CSS. Using the Mozilla® Firefox® web browser, and a Firefox add-on called Firebug®, users can easily identify individual CSS elements directly from the UI. Note Download and install the latest version of Firefox and Firebug before attempting the following procedures. Firefox and Firebug Firefox has a number of programs that have been developed by third parties. One of these is called Firebug and it is used to edit, debug, and monitor CSS, HTML, and JavaScript live in any web page. Once the elements have been identified, a CSS editor can then be used to search for the elements and changes can be made to the Theme's CSS. How to Install Firefox 1. Go to http://www.mozilla.com/en-US/. 2. Click the green download button. 3. Follow the installation instructions. 4. Open Firefox from your desktop. How to Install Firebug 1. Open Firefox. 2. Open the Tools menu and select Add-ons. 3. Click Get Add-ons. 4. Enter Firebug in the search box and click Search. 5. Click the Firebug icon. 6. Click Install. Firefox will prompt you to restart the browser after install is complete. 7. Click Yes. How to User Firebug Use Firebug to examine the existing CSS and identify all the elements that need to be changed. 1. Open Firefox. 2. Click on the Firebug icon on the right side of the lower status bar. 3. Click Inspect. 4. Use the mouse to hover over the area of the page to inspect. 5. Click the area to hold your position. 6. Hover over the XHTML elements in the Firebug console. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 85 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Themes > How to Download and Edit the CSS for a Theme 7. Click on the XHTML node to expand or minimize the description of the XHTML element. 8. View the relevant CSS class or ID for the element you have selected on the right side of the Firebug console. 9. Copy the class or ID name by right clicking. 10. Paste the class or ID name into a CSS editor and search for that element. 11. Make appropriate changes. 12. Save the CSS when you are finished. How to Download and Edit the CSS for a Theme Once the CSS elements have been identified, the CSS can be edited using a text editor. 1. Click Brands and Themes from the Administrator Panel. 2. Click Theme and Palette Catalog. 3. Open the contextual menu and select Download for the appropriate Theme. 4. Save the ZIP package. 5. Open the ZIP package and extract the contents to a safe location. 6. Open the theme.css file using a text editor. 7. Make the appropriate changes. 8. Save the CSS file. 9. Move the updated Theme to the following folder: //blackboard/docs/themes. 10. Return to the Administrator Panel and click Default Brand. 11. Select the Theme from the drop-down list. 12. Click Apply All Changes. Example CSS Here is a sample of the Schoolhouse Theme that is included with Blackboard Learn. The definitions for the heading styles are shown in this example, along with the font family setting. * {font-family: Cursive, Georgia, Times, serif;} /* a:focus { Removes focus outline in Firefox (Mozilla) outline:none; } */ img { /* Centers images vertically and sets borders to 0 */ vertical-align:middle; border:0px; } .hideme { display:none!important; } h1 { /*Equals 19px*/ font-size:148%; } h2 { Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 86 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Themes > Example CSS font-size:123.1%; } h3 { font-size:108%; } h1,h2,h3 { margin:1em 0; } h1,h2,h3,h4,h5,h6,strong { font-weight:bold; } Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 87 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Maintaining Language Packs > How to Maintain Language Packs as Blackboard Learn is Upgraded Maintaining Language Packs Each time that Blackboard Learn is upgraded, any Language Pack customizations must be made again in the upgraded Language Packs. To assist in this process, compare the contents of the customized Language Pack to that of the upgraded Language Pack. To compare the Language Pack bundles, use the bundle.txt file in the Blackboard Learn Updater. To compare the documentation files, use the Microsoft Word or Madcap Lingo Compare tool. Use the results of the comparisons to make any necessary updates to the upgraded Language Packs. How to Maintain Language Packs as Blackboard Learn is Upgraded To ensure consistency across releases, the Blackboard Learn Updater compares the existing en_US language pack to the version that is being installed. The differences are noted and output to the following file: //blackboard/backups/date_of_backup/bundle_diff.txt For example: //blackboard/backups/20090101-10479/bundle_diff.txt Here is an example of the bundle_diff.txt file. BUNDLES CHANGED: ADDED: metadata.properties KEYS CHANGED: > installer.properties: MODIFIED: installer.installer.bare.title > workflow.properties: MODIFIED: remove_task.message.remove_success > navigation_item.properties: MODIFIED: cp_list_modify_users DELETED: cp_course_utilities_export ADDED: course.archive.EXECUTE > common.properties: MODIFIED: common.conversion.in.progress.text > security.properties: MODIFIED: nocookies.instructions.header > chalk.properties: MODIFIED: instructor.privacy.notice.prompt DELETED: Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 88 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Maintaining Language Packs > How to Maintain Documentation <input type accessed. \ is \ <p style ADDED: instructor.privacy.notice.check boxLabel >>exercise.properties: MODIFIED: title.submission.history.not.available ADDED: error.receipt.user.is.observer How to Maintain Documentation The Microsoft Word Compare Documents tool can be used to identify new features and functions as well as changes to existing features and functions. To use this tool, open the Microsoft Word document in the Documentation Authoring Kit associated with the upgrade and compare it to the version currently in use. Changes are highlighted and can be either accepted or rejected to create a new document. For more information about this tool, consult the online help available in Microsoft Word by pressing F1 within the application. How to Maintain Translated Materials MadCap Lingo is an integrated authoring and localization tool developed by the same company that produces Flare. The Flare project files in the Online Help Authoring Kits can be opened, compared, and edited using Lingo. For more information about MadCap Lingo, see this web site: http://www.madcapsoftware.com/products/lingo/. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 89 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Troubleshooting Language Pack Issues > Broken Links to Documentation Resources Troubleshooting Language Pack Issues This section provides information about common issues that may occur when they are creating, editing, and deploying Language Packs within Blackboard Learn. Broken Links to Documentation Resources After updating or changing a Language Pack, users cannot access the online versions of the User, Instructor, Administrator, content management, or outcomes assessment guides. They receive the following message: If you can read this page, then the documentation link you were provided is no longer valid. Please contact your system administrator and provide them with the URL of this page. What has happened is that the existing links to the documentation were broken when the Language Pack was updated. Open the custom Language Pack and verify that the links in the documentation.properties Locale Bundles are pointing to the appropriate material. Collaboration Server Issues Deploying a custom Language Pack in a load-balanced environment may result in problems with the Collaboration Server. This issue only affects users that are using the custom Language Pack. When a custom Language Pack is created a new jar file is also created on the Application Server at the following location: blackboard/apps/collab-server/http/webapps/clientlib/yourlanguagepackcollab-locale.jar However, this new jar file is not created on the Collaboration Server itself, which leads to the problem. There are two solutions to this problem: Solution #1 1. Log into the Collaboration Server. 2. Navigate to this location: blackboard/content/locale/YOURLANGUAGEPACK/collab/ 3. Run the following script: [root@grimlock collab]# cat BuildCollabLocaleJar.sh #! /bin/bash ## This script requires JAVA_HOME environment variable to be set ## This script takes an optional parameter for PATH_TO_COLLAB ############## BuildCollabLocaleJar.sh ############################# # # CHANGE THIS VALUE IF YOU COPY THIS SCRIPT FOR A DIFFERENT LOCALE Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 90 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Troubleshooting Language Pack Issues > Page Display Issues ################################################################ ### LOCALE=en_US <-------EDIT HERE TO SPECIFY YOUR LANGUAGE PACK LOCALE PATH_TO_COLLAB=$1 export LOCALE PATH_TO_COLLAB if [ "$PATH_TO_COLLAB" != "" ]; then cd $PATH_TO_COLLAB; fi if [ "$JAVA_HOME" = "" ]; then echo "JAVA_HOME variable not defined." exit 1 fi echo "Using JAVA_HOME: $JAVA_HOME" echo "PATH_TO_COLLAB: $PATH_TO_COLLAB" JAR_CMD="$JAVA_HOME/bin/jar -cf" JAR_DEPLOY_DIR=../../../../apps/collabserver/ http/webapps/client-lib/ export JAR_CMD JAR_DEPLOY_DIR JAR_CMD="$JAR_CMD $LOCALE-collab-locale.jar images messages" echo "Building $LOCALE-collab-locale.jar" $JAR_CMD echo "Deploying $LOCALE-collab-locale.jar to $JAR_DEPLOY_DIR" cp $LOCALE-collab-locale.jar $JAR_DEPLOY_DIR rm $LOCALE-collab-locale.jar exit Solution #2 1. Log into the Application Server. 2. Navigate to this location: blackboard/apps/collabserver/http/webapps/client-lib/ 3. Copy the new jar file (created as a result of deploying the custom Language Pack) from the Application Server. 4. Log into the Collaboration Server. 5. Add the new jar file to the same location in the Collaboration Server. 6. Restart the Collaboration Server. Page Display Issues Some portal pages and the System Admin panel may experience some problems in the display of their content. The following error message may be received: can't parse argument number module_title. This problem is most often encountered after an upgrade. The solution is to apply the modifications that are outlined in the bundle_diff.txt file that accompanies the upgrade. After the initial upgrade process is complete, make sure to bring the custom Language Pack up-to-date with the current version. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 91 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Troubleshooting Language Pack Issues > Themes Open and review the bundle_diff.txt file and update the custom Language Pack accordingly. For more information, see Maintaining Language Packs. Themes Proper storage of the Themes is critical to their successful use in Blackboard Learn. Determine if they are in the correct folders on all appropriate Application Servers. Themes must be set as default after editing; this is accomplished through the System Admin tab. Care must be taken when editing the CSS file for a Theme. It is recommended that a text editor with a validation capability be used when editing the CSS files. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 92 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Channels > How to Manage Channels Managing Channels Channels bring in real-time information from outside of the system for display through Channel modules. News headlines, weather reports, sports scores, and similar data are the most common data included in channels. Channels are usually RSS feeds from other Web sites. Blackboard Learn provides a means for posting channel information only through portal modules. To arrange for channel content, please contact a channel provider. The Manage Channels page provides a list of channels that have been added to the system, as well as a description for each. Multiple Channels may be given the same title, so the description may be used to differentiate between them. RSS supports the following formats: l RSS 2.0 l RSS 1.0 l RSS 0.9x l Atom 1.0 How to Manage Channels 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Channels. The following table describes the available tasks. To . . . click . . . create a channel Create Channel in the action bar. modify a channel Edit for a channel in the list. remove a channel Remove for a channel in the list. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 93 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing Channels > How to Create or Edit a Channel Creating or Editing Channels Provide the information for the Channel. This information can be obtained when arranging content with a channel provider. How to Create or Edit a Channel 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Channels from the action bar. 3. In the contextual menu for the channel, click Create Channel or Edit. The following table describes the available fields. Field Description Edit Channel Title [r] Provide a title for the Channel. Description Provide a description for the Channel. Image Source Provide the source for an image to place in the module. Image Link Provide the external link to the Channel. Data Source [r] Provide the link to the data feed. This value must point to an .rss feed (valid .rss XML file). Update Frequency Select how often the Channel is updated. Last Updated The date the Channel was last updated appears. Refresh Cache on Submit Select this check box to refresh the cache immediately after clicking Submit. If this box is not checked, the next refresh will occur at the next scheduled refresh interval. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 94 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing an External Link on the Tool Panel > How to Create or Edit a Tool Panel for an External Link Creating or Editing an External Link on the Tool Panel Links to other Web pages can be added to the Tool Panel through the Create External Link page. External Links that are already a part of the Tool Panel can be updated through the Edit External Link page. Both pages contain the same fields for adding or editing an External Link. How to Create or Edit a Tool Panel for an External Link 1. On the Administrator Panel, under Communities, click Tabs and Modules. 2. Click Tool Panel. 3. Click Create External Link or click Edit in the contextual menu for an existing link. The following table describes the available fields. Field Description Enter Information Title [r] Provide or change the title of the link. External Link [r] Provide or change the URL for the link. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Available Select Yes or No to make this link available to users through the Tool Panel. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 95 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Hot Links > How to Manage Hot Links Managing Hot Links Hot Links can appear in the top left corner of the header frame. Hot Links allow access to Tools or External Links from the header frame. How to Manage Hot Links 1. On the Administrator Panel, under Communities, click Communities Settings. 2. Click Hot Links. The following table describes the available tasks. To . . . click . . . add a Tool to the Hot Links Add Tool. add an External Link to the Hot Links Create External Link. edit a Tool or External Link Edit. The Edit Tool page or the Edit External Link page will appear. change the position of a Tool or External Link the up and down arrow next to the tool or link name and drag it into the preferred location. remove a Tool or External Link from the Hot Links Delete in the contextual menu for the Tool. The tool or link will no longer appear on the top frame. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 96 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Viewing Hot Links > How to View Hot Links Viewing Hot Links The right side of the top frame can be set to display hot links. Links can be set to point to an external URL or to a Tool within Blackboard Learn. How to View Hot Links 1. On the Administrator Panel, under Communities, click Communities Settings. 2. Click Hot Links. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 97 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Adding or Editing Tool Hot Links > How to Add or Edit a Hot Link to a Tool Adding or Editing Tool Hot Links The settings configured here apply only to the Tool as it appears in the Hot Link section of the top frame. For example, if the Calendar is added and given the name College Calendar it will still be called Calendar on the Tool Panel. How to Add or Edit a Hot Link to a Tool 1. On the Administrator Panel, under Communities, click Communities Settings. 2. Click Hot Links. 3. Click Add Tool or click Edit in the contextual menu for a In the contextual menu for the tool, click Edit. The following table describes the available fields. Field Description Enter Information Title [r] Enter or change the title of a tool. Tool [r] Select a tool from the drop-down list. This field may not be changed after it has been set. Available Select Yes to make this tool available to users on the top frame. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 98 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing Hot Links to an External URL > How to Create or Edit a Hot Link to an External URL Creating or Editing Hot Links to an External URL Hot Link External Links are added or edited from the Add External Link or Edit External Link page. Both pages contain the same fields for adding or editing an External Link. Links added here appear in the Hot Links area in the upper right corner of the top frame. How to Create or Edit a Hot Link to an External URL 1. On the Administrator Panel, under Communities, click Communities Settings. 2. Click Hot Links. 3. Click Create External Link or click Edit in the contextual menu for an External Link. The following table describes the available fields. Field Description Enter Information Title [r] Provide or change the title of a link. External Link [r] Provide or change the URL for the link. The URL must be entered fully. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Available Select Yes or No to make this link available to users through the top frame. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 99 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Frame Size > How to Create or Edit a Hot Link to an External URL Setting the Frame Size Setting the Frame Size is managed through Brands. Administrators can set the size of the header frame as it appears on the portal and in Courses. Using the smaller frame will remove any images or sponsorships from the header frame and create more space in the main frame for content and tools. For more information, see Customizing the Default Brand. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 100 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Blackboard Learn and Privacy > How to Create or Edit a Hot Link to an External URL About Blackboard Learn and Privacy Laws protecting student privacy have been in place in the United States since the mid 1970's, however schools have not been overly concerned about exposing their students' personal information until the recent explosion of electronic data storage and record keeping. Students and their families are aware that their data and records could be vulnerable and their privacy compromised. They are asking questions about how personal data is stored, protected and used. To respond to these questions, organizations are examining and evaluating their policies and processes for protecting student privacy. Because electronic data and records are easily transferable and can be manipulated and altered, they need to be protected in ways other than locking doors and file cabinets. Serious consequences such as the loss of federal funding can result from not complying with privacy laws. This section provides information on what privacy laws are relevant to Blackboard applications and the specific parts of the system users need examine to comply with US privacy laws. Note This is not a legal document and is not intended to answer legal questions. Legal questions need to be directed to the organization’s legal department or counsel. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 101 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. U.S. Privacy Definitions and Regulations Relevant to Blackboard > Disclosing Student Records U.S. Privacy Definitions and Regulations Relevant to Blackboard Privacy is the ability of an individual or group to select to withhold information about themselves from people to whom they have not chosen to give the information. In the United States, the Family Education Rights Act (FERPA) (20 U.S.C. § 1232g; 34 CFR Part 99), also known as the Buckley Amendment, is a law that protects the privacy of student records. FERPA provides a minimum basis for the protection of student privacy regarding their education records. This law applies to all schools that receive federal funding under applicable programs administered by the US Department of Education. FERPA provides a benchmark for educational privacy standards. Many organizations build on FERPA regulations when they write their own organizational privacy policies, in many cases providing even greater and more specific privacy rights than those outlined in FERPA. Some state laws do the same. Blackboard develops products that support FERPA and provide information, tools and utilities that allow organizations to configure their systems so they can meet even stricter privacy standards. While Blackboard cannot know or anticipate all state, local, or international laws and policies that may need to be applied to the handling of personally identifiable information, FERPA regulations are used as guidelines to develop flexible privacy management within Blackboard applications. Note Unless otherwise sited, all quotations in this section are taken from the FERPA Regulations. Disclosing Student Records Schools must obtain written permission from the student (or parent if the student is under 18) to disclose any information from the student’s educational record. Educational records are defined broadly and include results, all coursework, and personal information about the student, such as contact information and expected graduation date. In short, the school cannot disclose any information about the student to anyone except the student’s teachers and other “school officials with legitimate educational interest.” The FERPA statue (Authority: 20 U.S.C. 1232g(b)(1)) defines disclosure as: To permit access to or the release, transfer, or other communication of personally identifiable information contained in education records to any party, by any means, including oral, written, or electronic means. For Blackboard, disclosure includes not only the direct release of information, but the ability to view information through the web interface. However, the primary exception is that the school can publish “directory information” about the student, for example name and email address. Fields of data included in directory information vary from school to school. For more information, see User Directory and Personal Information Disclosure. Defining Educational Records within Blackboard Educational records are defined broadly in FERPA and are defined in the statute (Authority: 20 U.S.C. 1232g(a)(4)) as: Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 102 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. U.S. Privacy Definitions and Regulations Relevant to Blackboard > Defining Personally Identifiable Information in Blackboard (1) Directly related to a student; and (2) Maintained by an educational agency or organization or by a party acting for the agency or organization. 'Record' means any information recorded in any way, including, but not limited to, handwriting, print, computer media, video or audio tape, film, microfilm, and microfiche. For Blackboard, records include all information about students and their participation in Courses and Departments. This encompasses all data and materials tied to student users in the Blackboard system. Defining Personally Identifiable Information in Blackboard Personally identifiable information is any information or data that can identify a specific student. In FERPA the statute (Authority: 20 U.S.C 1232g) reads: Personally identifiable information" includes, but is not limited to: (a) The student’s name; (b) The name of the student’s parent or other family member; (c) The address of the student or student’s family; (d) A personal identifier, such as the student’s social security number or student number; (e) A list of personal characteristics that would make the student’s identity easily traceable; or (f) Other information that would make the student’s identity easily traceable. For Blackboard, personally identifiable information is student record data that identifies the specific student. There is a difference between “personal data" meaning information that is tied to a specific person, and “aggregate data," the cumulative or summary information that does not specifically identify any particular person. For example, “John Smith logged into the Blackboard system at 3:25 on 11/2/2006” includes personally identifiable information, but “48 students logged into the Blackboard system between 3:00 and 4:00 on 11/2/2006” is aggregate data. Aggregate data is generally not as sensitive from a privacy perspective and is not protected by FERPA. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 103 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. User Directory and Personal Information Disclosure > Schools Disclosing Directory Information User Directory and Personal Information Disclosure Data contained in a student's educational record that is not generally considered harmful or an invasion of privacy can be disclosed as "directory information". Typical directory information might include a student's name, telephone number, result level, expected graduation date, major field of study and email address. Fields of data included in directory information vary from school to school. The school is required to give the student or student's parents (if the student is under 18 years old), an annual opportunity to opt-out of being listed in the directory. Furthermore, students have the right to review their own educational records and request corrections to any records they believe to be inaccurate or misleading. Schools Disclosing Directory Information Educational organizations or their agents may disclose directory information under the following conditions under the FERPA statute Authority: 20 U.S.C 1232g (a)(5) (A) and (B): (a) An educational agency or organization may disclose directory information if it has given public notice to parents of students in attendance and eligible students in attendance at the agency or organization of: (1) The types of personally identifiable information that the agency or organization has designated as directory information; (2) A parent’s or eligible student’s right to refuse to let the agency or organization designate any or all of those types of information about the student as directory information; and (3) The period of time within which a parent or eligible student has to notify the agency or organization in writing that he or she does not want any or all of those types of information about the student designated as directory information. (b) An educational agency or organization may disclose directory information about former students without meeting the conditions in paragraph (a) of this section. Although many schools choose to publish in various forms most or all of the directory information about students listed under FERPA, the school must comply with the conditions stated above at all times. Notification to students of the types of directory information published and the student’s right to opt out is generally done by a student handbook or some other reference manual, not by personal communication to the students. The notification part of the process generally does not have an impact on the Blackboard system. For alumni of schools that use Blackboard, note clause (b) above, which states that schools can disclose directory information about alumni without giving alumni an opt-out notification. In general, FERPA provides fewer rights for those who formerly attended the school than it does for those who currently attend. Administrators Disclosing Personal and Directory Information within Blackboard Organizations have several ways to control what personal information is collected and disclosed within the Blackboard User Directory. Personal Information is collected on a form Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 104 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. User Directory and Personal Information Disclosure > Users Disclosing Personal and Directory Information within Blackboard called User Profile. This form can be customized by an administrator. The administrator can include or exclude any of the fields on the form as well as allow or disallow users to edit their data in those fields. Customize the User Profile form from the Administration Panel > Customize User Profile. Organizations that have a process for handling privacy requests and personal information updates outside of the Blackboard system can turn off access to the Personal Information pages by using flexible privileges management or by turning off the Personal Information tool under Administrator Panel > Tool Panel. Turning off the tool prevents users from making any changes to their User Profile information. Organizations can disable the User Directory altogether and not disclose any Directory information using Blackboard Learn. The User Directory can be turned off system-wide under Administrator Panel > Tools. Users Disclosing Personal and Directory Information within Blackboard If the Personal Information tool is available, users can make their own privacy choices on the Personal Information page, accessible from any tab in the Tools panel or under Tools in any Course or Department in Blackboard Learn. On this page, the user can choose whether to be listed in the User Directory. The user can also choose whether to display their email address, address (Street, City, State, Zip, Country), work information (Company, Job Title, Work Phone, Work Fax), and any other additional contact information (Home Phone, Mobile Phone, Web Site). These fields and the user’s name are the only personal information that is ever displayed in the User Directory, and by default they are not included in the User Directory. Users must deliberately opt-in to disclose their information in the directory. In this light, the Blackboard System is more conservative in protecting privacy than FERPA regulations. FERPA calls for an opt-out option for directory information, but Blackboard provides an opt-in option. Blackboard also allows the user to exercise this option at any time, not just during a period of time specified by the organization. When users choose to make their email addresses available, whether or not they have chosen to be listed in the User Directory, their email addresses will be displayed in the Learner List and Group pages for all of the Courses and Departments in which they are enrolled (see Privacy and Personal Information for Course Students and Department Participants). If the user has opted to include their Personal Information in the User Directory, those fields the user has chosen will display in the User Directory to other users who are logged on to the system. Users also have the right to confirm that their Personal Information is correct. They can review and modify their own personal information on the Personal Information page if it has been made available. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 105 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Privacy and Personal Information for Administrators > System Administration Paths Privacy and Personal Information for Administrators Users’ personal information may, under certain circumstances itemized below, be disclosed to other users in the Blackboard System. These disclosures and the user’s right to choose privacy options are in keeping with FERPA regulations. Blackboard users who have access to the Administrator Panel may be allowed to view personally identifiable information because they are “school officials with legitimate educational interest.” Administrators can view (and in some cases change) users’ personal information, including student IDs, results and other education records, passwords, contact information, and constituencies in Courses, Departments, and Outcomes System contexts. System Constituencies can also be given privileges to access Outcomes System contexts as well as Learning System Courses and Community System Departments, including the Course or Department Control Panel. Organizations need to use caution and good judgment when granting users administrative constituencies that have privileges to access the paths listed in System Administration Paths. Privileges can be customized by the organization to limit which System Constituencies have administrative access to users’ personal information. Note As a security precaution, only the System Administrator constituency can make modifications to privileges. Organizations can achieve a satisfactory balance between protecting privacy and giving users with “legitimate educational interest” the information they need to do their jobs by assigning constituencies and configuring privileges appropriately. System Administration Paths The paths listed below give administrators access to personal information. (Course Catalog module) Course Catalog Browse > Preview course with Control Panel and Quick Enroll links in Menu (Department Catalog module) Department Catalog Browse > Preview org with Control Panel and Quick Enroll links in Menu Administrator Panel (Content Management) > Administrator Search > Manage Content > Portfolios Administrator Panel (Communities) > Domains > eCommerce > Payment Gateway > Payment Gateway Reports > eCommerce > Reports > eMarketplace Reports > eCommerce > Reports > My Accounts Report > eMarketplace > Orders > eMarketplace > Vendors > Modules (delegated module administration) Administrator Panel (Departments) > Departments > Archive Department > Departments > Copy Department > Copy Department with Users (Exact Copy) > Departments > Modify Department > Access Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 106 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Privacy and Personal Information for Administrators > Log Files Statistics > Departments > Modify Department > Enrollments > Departments > Preview org with Control Panel and Quick Enroll links in Menu > Departments > Restore Department Administrator Panel (Courses) > Courses > Archive Course > Courses > Copy Course > Copy Course with Users (Exact Copy) > Courses > Modify Course > Course Access Statistics > Courses > Modify Course > Enrollments > Courses > Preview course with Control Panel and Quick Enroll links in Menu > Courses > Restore Course Administrator Panel (Users) > Users Log Files Log files contain records of specific events and user actions in the system and therefore include personal information. Organizations need to use caution and good judgment when granting users System Constituencies that have privileges to access the paths listed below. Access to the logs can be controlled in the User Interface (UI) through flexible privilege management. Logs are also accessible using the command line, and only trusted users should be granted access to command line actions. The following paths give administrators access to personal information: Administrator Panel (Tools and Utilities) > Logs > Download System Logs Administrator Panel (Tools and Utilities) > Logs > Send System Logs Integrated Learning Environments Vista and CE4 Learning Systems have their own privacy and personal information options. When these systems are integrated with the Academic Suite, the user’s privacy choices in their native Vista or CE4 learning environment do not carry over into the Academic Suite or visa versa. Users need to set their privacy options in each system separately. Snapshot Snapshot provides the ability to bulk load user data and synchronize user data with external systems. If an organization is creating and modifying users in the system using Snapshot, any privacy 'flags' for the user’s privacy options can be populated from an external data source. Many organizations use this function to transfer the 'FERPA flags' that are typically stored in the student information system directly into the Blackboard system. Note Because Snapshot is a powerful tool with full access to user data as well as other sensitive system data, only trusted users should be granted access to Snapshot command line actions. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 107 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Privacy and Personal Information for Administrators > User Selector User Selector When an administrator needs to select another user, to enroll them in a course for example, they can browse for other users with the User Selector, which displays users’ names, usernames, and email addresses. With the exception of Content Management, this function is only available to administrators, Instructors and Leaders (and similar constituencies) in Courses and Departments, and Managers in the Outcomes System, all of whom are generally “school officials with legitimate educational interest.” Content Management One of the primary purposes of the Content Collection is for users to share content with one another. Users can be uniquely identified only by their usernames, so the username is displayed as part of the path in the /users directory. In order to select which people to give permission to for sharing, a user will see a list of other users in the User Selector, which displays the users’ names and usernames. If the organization wants to restrict this display of personal information, they can set the Content Collection privacy settings so that only users who have opted in to be included in the User Directory will be included in searches in the Content System User Selector. This setting is under Administrator Panel > Content Management > Content Management Settings > Privacy Settings. Users can also independently decide not to share any content that is in their /users directory with other users in the system. This action prevents others from seeing their username in the path for that content. Alternatively, users can send passes and permanent URLs to other users to share content, hiding the path location of the content and protecting their usernames from being revealed. Community Engagement Discussion Boards The name of a user who posts to a Community Engagement Discussion Board is displayed, along with the posting, to all users participating in the discussion. To avoid this display of personal information, the user can choose to post to the Discussion Board anonymously if anonymous posts have been enabled. The ability to create Community Engagement Discussion Boards can be turned off by making the Discussion Board Creation module unavailable and using flexible privileges to restrict access to Administrator Panel > Communities > Discussion Boards. Building Blocks Homegrown or commercial Building Blocks can be installed that access users’ personal information, with or without the users’ consent. When a Building Block is made available, the administrator reviews a disclosures page that states whether the Building Block accesses users’ personal information. The administrator needs to be careful to only install Building Blocks that are trusted, particularly if they access users’ personal information. Building Blocks may also include links to external systems that have their own privacy policies and settings. Note Scholar integration with the Academic Suite is a Building Block. Chalk Titles, a type of Course Cartridge, are similar to Building Blocks in this regard. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 108 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Privacy and Personal Information for Course Instructors, Department Leaders, and Similar Constituencies > Course and Department Control Panel Paths Privacy and Personal Information for Course Instructors, Department Leaders, and Similar Constituencies Blackboard users who have access to the Control Panel of a Course or Department may be allowed to view personally identifiable information because they are “school officials with legitimate educational interest.” Users with access to the Control Panel can view (and in some cases change) personal information for users in that specific Course or Department, including results and other education records, passwords, constituencies in Courses and Departments, and contact information. Therefore organizations should use caution and good judgment when granting users Course or Department constituencies that have privileges to access the paths listed below. Privileges can be customized by the organization to limit which Course and Department constituencies have access to users’ personal information. As a security precaution, only the System Administrator constituency can make modifications to privileges. Organizations can achieve a satisfactory balance between protecting privacy and giving users with “legitimate educational interest” the information they need to do their jobs by assigning constituencies and configuring privileges appropriately. Note Course and Department constituencies cannot have separate privileges. Given the fact that Departments may be led by individuals who are not "school officials with legitimate educational interest" extra caution should be taken to ensure personal information is not being disclosed without permission. Course and Department Control Panel Paths The paths listed below give access to personal information. Control Panel (Assessment) > Course/Department Statistics > Early Warning System > Results Center > Performance Dashboard Control Panel (Content Areas) > Manage Content Item (Adaptive Release and Review Status) Control Panel (Options) > Archive Course/Department > Archive Course/Department > Copy Course/Department with Users (Exact Copy) Control Panel (Tools) > Collaboration > Course/Department Portfolios (Content Management only) > Messages > Send Email Control Panel (User Management) > Enroll User > List / Modify Users > Manage Groups User Selector When an Instructor or Leader needs to select another user in various parts of the system, to enroll them in a Course or Department for example, they can browse for other users with the Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 109 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Privacy and Personal Information for Course Instructors, Department Leaders, and Similar Constituencies > Content Management User Selector, which displays users’ names, usernames, and email addresses. With the exception of the Content Management, this functionality is only available to administrators, Instructors and Leaders (and similar constituencies) in Courses and Departments, and Managers in the Outcomes System, all of whom are considered “school officials with legitimate educational interest.” Content Management One of the primary purposes of the Content Collection is for users to share content with one another. Users can be uniquely identified only by their usernames, so the username is displayed as part of the path in the /users directory. In order to select which people to give permission to for sharing, a user will see a list of other users in the User Selector, which displays the users’ names and usernames. If the organization wants to restrict this display of personal information, they can set the content management privacy settings so that only users who have opted in to be included in the User Directory will be included in searches in the content management User Selector. This setting is under Administrator Panel > Content Management > Content Management Settings > Privacy Settings. Users can also independently decide not to share any content that is in their /users directory with other users in the system. This action prevents others from seeing their username in the path for that content. Alternatively, users can send passes and permanent URLs to other users to share content, hiding the path location of the content and protecting their usernames from being revealed. Results Center Teaching assistants that will be evaluating students will have access to the same types of personal information as instructors do with regards to student records and are considered “school officials with legitimate educational interest". They may, however, be limited to a subset of students enrolled in the Course. Teaching assistants need to be made aware of FERPA regulations as part of their orientation and training for the Course. Observers have access to view the student records, including results, of the students they are observing. In most cases, Observers are parents of students under the age of 18, or “school officials with legitimate educational interest" such as guidance councilors, athletic coaches, or tutors. Discussion Board The name of a user who posts to the Discussion Board will display, along with the posting, to all users in the Course or Department or within the Group (if it is a Group discussion). To avoid this display of personal information, the user can choose to post to the Discussion Board anonymously if this option has been enabled by the Instructor or Leader. Virtual Classroom and Chat The name of a user participating in a Virtual Classroom session or Chat displays to other participants in the same session. The User Information pop-up displays the personal information that the user has chosen to make available (see Users Disclosing Personal and Directory Information within Blackboard). Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 110 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Privacy and Personal Information for Course Instructors, Department Leaders, and Similar Constituencies > Email If the moderator has turned on recording for the session, the user’s name is included in the recording with any contributions the user made to the session. The moderator may decide to make the recording available to all users in the Course or Department or Group (if it is a Group collaboration). Recording is turned off by default, and if it is turned on, recordings are by default not available to all users. Email The names of email recipients display on the Send Email pages. The email addresses of the recipients do not display in either the Send Email pages or in the email that the users receive. All email is sent by the Blackboard system as "blind carbon copy" (BCC). This means that one user who receives the email will not see the names or email addresses of other users who receive the same message. The name and email address of the user who sent the message will be visible to all recipients when they receive the message. Groups The names of users included in a Group within a Course or Department are listed on the Group page, which is accessible to other users included in that same Group. If the user has chosen to make their email address available (see Users Disclosing Personal and Directory Information within Blackboard), their email address is also listed on the Group page. Messages The names of message recipients display on the Compose Message page. The name of the user who sent a message to another user is displayed to the user who receives the message. Portfolios The user can choose to share a Portfolio with a specific Course or Department, in which case it will be listed under Course or Department Portfolios and be accessible by everyone in the Course or Department. The only information available in the Portfolio is determined by the user. The user can also choose to remove the sharing of the Portfolio from the Course or Department at any time. Learner List The names of students or participants enrolled in a Course or Department are listed in the Learner List. If the student has chosen to make their email address available (see Users Disclosing Personal and Directory Information within Blackboard), their email address is also listed in the Learner List. Guests and Observers Users with the System Constituency of Guest cannot see other users’ personal information. Users with the Course or Department constituency of Guest cannot see other users’ personal information. Observers have access to view the student records, including results, of the students they are observing. In most cases, Observers are parents of students under the age of 18, or “school officials with legitimate educational interest" such as guidance councilors, athletic coaches, or tutors. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 111 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Privacy and Personal Information for Course Instructors, Department Leaders, and Similar Constituencies > Guests and Observers WARNING! To protect student privacy and comply with international, national and regional laws and regulations, such as the Family Educational Rights and Privacy Act (FERPA) in the United States, review organizational policy and guidelines before releasing student information to Observers or other users. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 112 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Privacy and Personal Information for Students and Department Participants > Discussion Board Privacy and Personal Information for Students and Department Participants If the Personal Information tool is available, Students and Participants can make their own privacy choices on the Personal Information page, accessible from any tab in the Tools panel or under Tools in any Course or Department in Blackboard Learn. On this page, Students and Participants can choose whether to be listed in the User Directory and choose whether to display their email address, address (Street, City, State, Zip, Country), work information (Company, Job Title, Work Phone, Work Fax), and any other additional contact information (Home Phone, Mobile Phone, Web Site). These fields and the user’s name are the only personal information that is ever displayed in the User Directory, and by default they are not included in the User Directory unless the user deliberately opts-in to disclose the information. Users can exercise this option at any time, not just during a period of time specified by the organization. When Students and Participants choose to make their email addresses available, whether or not they have chosen to be listed in the User Directory, their email addresses will be displayed in the Learner List and Group pages for all of the Courses and Departments in which they are enrolled. If the student or participant has opted to include their Personal Information in the User Directory, those fields the user has chosen will display in the User Directory to other users who are logged on to the system. Users also have the right to confirm that their Personal Information is correct. They can review and modify their own personal information on the Personal Information page if it has been made available. Discussion Board The name of a Student or Participant who posts to the Discussion Board will display, along with the posting, to all users in the Course or Department or within the Group (if it is a Group discussion). To avoid this display of personal information, the user can choose to post to the Discussion Board anonymously if this option has been enabled by the Instructor or Leader. Virtual Classroom and Chat The name of a Student or Participant in a Virtual Classroom or Chat session displays to other participants in the same session. The User Information pop-up displays the personal information that the user has chosen to make available (see Users Disclosing Personal and Directory Information within Blackboard). If the Moderator has turned on recording for the session, the user’s name will be included in the recording with any contributions the user made to the session. The Moderator may decide to make the recording available to all users in the Course or Department or Group (if it is a Group collaboration). Recording is turned off by default, and if it is turned on, recordings are by default not available to all users. Email The names of email recipients display on the Send Email pages. The email addresses of the recipients do not display in either the Send Email pages or in the email that the Student or Participant receive. All email is sent by the Blackboard system as "blind carbon copy" (BCC). Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 113 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Privacy and Personal Information for Students and Department Participants > Groups This means that one user who receives the email will not see the names or email addresses of other users who receive the same message. The name and email address of the user who sent the message will be visible to all recipients when they receive the message. Groups The names of Students or Participants included in a Group within a Course or Department are listed on the Group page, which is accessible to other users included in that same Group. If the user has chosen to make their email address available (see Users Disclosing Personal and Directory Information within Blackboard), their email address is also listed on the Group page. Messages The names of message recipients display on the Compose Message page. The name of the user who sent a message to another user is displayed to the user who receives the message. Portfolios Students and Participants can choose to share a Portfolio with a specific Course or Department, in which case it is listed under Course or Department Portfolios and is accessible by everyone in the Course or Department. The only information available in the Portfolio is determined by the user. The user can choose to remove the sharing of the Portfolio from the Course or Department at any time. Learner List The names of Students or Participants enrolled in a Course or Department are listed in the Learner List. If users have chosen to make their email addresses available (see Users Disclosing Personal and Directory Information within Blackboard), their email addresses are also listed in the Learner List. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 114 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Additional Resources > Online Resources Additional Resources There are many resources for learning about privacy regulations and laws, both in the United States and in other countries. An organization's main resource for interpreting and applying laws and regulations is its legal department or retained legal counsel. Online Resources US Department of Education: http://www.ed.gov/policy/gen/guid/fpco/ferpa/index.html This site has general information on FERPA. Family Policy Compliance Office (FPCO): http://www.ed.gov/policy/gen/guid/fpco/index.html This site has a mission to implement two laws that seek to ensure student and parental rights in education: the Family Educational Rights and Privacy Act (FERPA) and the Protection of Pupil Rights Amendment (PPRA) Council on Law and Higher Education: http://www.clhe.org/ This site represents an independent nonprofit department, founded in 1998, that is dedicated to assisting presidents, senior-level administrators, and attorneys in managing legal risk and improving regulatory compliance. State Commissions on Higher Education list: http://www.clhe.org/clhe/links/ State commissions on higher education act information and regulatory arms for colleges and universities in their respective states. Financial aide, veteran's benefits, state academic goals and funding are all detailed on these sites. Association for Student Judicial Affairs: http://www.asjaonline.org/ This site represents a professional association that serves the needs of campus judicial officers. Electronic Privacy Information Center: http://www.epic.org/privacy/student/#introduction This site represents a public interest research center in Washington, D.C. It was established in 1994 to focus public attention on emerging civil liberties issues and to protect privacy, the First Amendment, and constitutional values. This is a special page on student privacy issues. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 115 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Viewing Authentication Configuration > How to View Authentication Configuration Viewing Authentication Configuration View the authentication configuration of Blackboard Learn from this page. For information about editing the authentication configuration properties, see Using Blackboard Learn Authentication. How to View Authentication Configuration On the Administrator Panel, under Building Blocks, click Authentication. All authentication types are listed. The green check mark identifies the currently enabled authentication type. While it is possible to view settings for all the different Authentication Types, only one type may be enabled at a time. The default Authentication Type is Blackboard ChallengeResponse. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 116 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Enabling Persistent Cookies > How to Access the Authentication Settings Page Enabling Persistent Cookies Using persistent cookies increases the usability of WebDAV because users are not asked to authenticate multiple times. If persistent cookies are not used, users may have to authenticate multiple times when accessing content in Web Folders. For more information, see Configuring WebDAV for Web Folders. Note If persistent cookies are used, users must select the LOGOUT button to end their session. Simply closing the browser window will not end the session. How to Access the Authentication Settings Page How you access the Authentication Settings page depends on whether you license the content management capabilities. If you do not license the content management capabilities, on the Administrator Panel, under Content Management, click Authentication Settings. If you license the content management capabilities, on the Administrator Panel, under Content Management, click Technical Settings, and then click Authentication Settings. How to Control Persistent Cookies Click Yes to turn on persistent cookies. Click No and persistent cookies will not be used. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 117 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Downloading the Context Encryption Key > How to Download the Context Encryption Key Downloading the Context Encryption Key Once a context encryption key has been created, it must be downloaded and then made accessible to the URL that will accept data passed from Blackboard Learn. How to Download the Context Encryption Key 1. On the Administrator Panel, under Building Blocks, click Context Encryption Key. 2. Click Download Existing Context Encryption Key. 3. Click Submit. A Download window from the browser will appear. The context key is always named blackboard.key. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 118 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating a Context Encryption Key > How to Create a Context Encryption Key Creating a Context Encryption Key The only variable to consider when creating a context encryption key is the key length in bits. Longer keys are more secure but also perform somewhat slower. It is only possible to use one key with Blackboard Learn at a time. If the context APIs are used to tie in more than one URL the same key will be used to encrypt communication for all the URLs. If a key already exists, creating a new key will overwrite the existing key. Any URLs relying on the old key to decipher context passed from Blackboard Learn will not work until the new key is downloaded and made available to the URL. How to Create a Context Encryption Key 1. On the Administrator Panel, under Building Blocks, click Context Encryption Key. 2. Click Create New Context Encryption Key. 3. Select the Key Length from the list. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 119 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Context Encryption Keys > How to Enable the Manage Context Encryption Page Managing Context Encryption Keys The context passing APIs allow Blackboard Learn to pass data to URLs requiring that data in a query string. To see an example of this type of URL, simply look at the URL for any Course. The last part of the URL is url=/bin/common/Course.pl?Course_id=unique_id where the unique_id is a variable. It is variables such as this that can be passed using the context passing APIs. Context passing is especially useful when implementing Building Blocks that require content from Blackboard Learn to generate a URL. To protect the transfer of possibly sensitive data as part of a context passing function, context encryption using Cryptix (Blowfish) can be used to secure the data transfer instead of the standard Base64Encoding. How to Enable the Manage Context Encryption Page The cryptix32.jar file must be downloaded and Blackboard Learn configured before the features on the Manage Context Encryption Keys page become available. 1. Download the cryptix32.jar file from the Cryptix Web site (http: //www.cryptix.org). 2. Put cryptix32.jar in blackboard/systemlib. 3. Create the directory blackboard/config/tomcat/classpath/cryptixshared.classpath.bb. The .bb file should contain the following: @@bbconfig.basedir@@/systemlib/cryptix32.jar 4. Run PushConfigUpdates to activate the changes. 5. On the Administrator Panel, under Building Blocks, click Context Encryption Key. How to Manage Context Encryption On the Administrator Panel, under Building Blocks, click Context Encryption Key. The following table describes the available tasks. To . . . click . . . create a new key Create New Context Encryption Key. A new key will be created and used by Blackboard Learn. For outside URLs to decipher context-passed data the key must be downloaded and made accessible to the outside URL. Creating a new key will remove the existing key. Any existing context-passing Building Blocks that rely on the key will not work until the new key is made available. download an existing key Download Existing Context Encryption Key. A key must be created before it can be downloaded and shared. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 120 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Deciphering Encrypted Context > Code Example Deciphering Encrypted Context To encrypt data during context passing, Blackboard Learn and the external URL must have access to the same context encryption key. The key must be created from the Manage Context Encryption Key feature available on the Administrator Panel. Once the key has been created it must be downloaded and distributed to external servers that will accept context. Code Example After downloading a context encryption key it must be made available to the URL that will receive encrypted data through context-passing. The code example below shows how to programmatically decipher encrypted context data on the external URL when it is passed. The object indicated by the target URL (in this case, index.jsp) could decrypt the context as follows (importing blackboard.client.decryption.*): String context = request.getParameter("context");//if isEncryptionEnabled = false, base 64 encoding will be used instead //of encryptionboolean isEncryptionEnabled = true;ContextDecryptor bfd = ContextDecryptorFactory.getContextDecryptor(isEncryptionEnabled ); // retrieve the Blackboard encryption key as a File or InputStream File key = new File( strKeyLocation ); // or InputStream key = // implementation detail…// to simply decrypt the context string String decryptedContext = bfd.decrypt( context, key );// or, to get a HashMap of all key-value pairsHashMap map = bfd.parseEncryptedContext( context, key );// then search the HashMap for an expected value, and continue.if (map.containsKey( "user" ){ // execute…} Resolving Multiple Keys The code example above is useful when there is a one-to-one relationship between the external URL and Blackboard Learn. For instances where an external URL is supporting a Building Block for multiple instances of Blackboard Learn, the hostname of the instance can be used to handle multiple keys. In the example below, the key is found through association with the hostname for the instance or Virtual Installation of Blackboard Learn. In this case the hostname is physics.yourorganization.com. Since the client decryption code has the ability to pass in a decryption key to the ContextDecryptor object, the client server must be able to map a hostname to its appropriate key (usually accessed as a File, but can be an InputStream). Building Block server developers can write a simple wrapper that: 1. Pulls the hostname off the request 2. Looks up the encryption key file in the hostname-encryptionKey map 3. Passes the encryption key to the decrypt() method Pseudocode wrapper implemented by a client server utility object: /** * Utility Pseudocode */ decryptByHostname( HttpServletRequest request) { // get context parameter from the request String context = request.getParameter("context"); Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 121 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Deciphering Encrypted Context > Resolving Multiple Keys // determine if the context is encrypted String strEncryptInd = request.getParameter("encrypt"); if ( (strEncryptInd != null) && (strEncryptInd.equalsIgnoreCase("y")) ) { isEncrypted = true; } // if isEncrypted, look up the key key = null; if (isEncrypted) { // get hostname from HttpUtils.getRequestURL().getHost(); // get key map, possibly stored as a property file in the format // physics.yourorganization.com= /key/file/location/physics_ yourorganization_com/key.sec // get encryption key from map as either a File or an InputStream, // depending on client implementation detail (key is passed as null if // isEncrypted= false, and Base64Encoding is used instead) } ContextDecryptor decryptor = ContextDecryptorFactory.getContextDecryptor(isEncrypted); // then either return the values passed in the context as either // a HashMap of key-value pairs HashMap values = decryptor.parseEncryptedContext(context, key); // or a String String values = decryptor.decrypt(context, key); return values; } Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 122 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing the Integration Password > How to Edit the Integration Password Editing the Integration Password The Integration User is a special User account that is used by Snapshot and the Data Integration APIs to process operations from a client machine using Simple Object Access Protocol (SOAP). This page allows the Administrator to change the password for the Integration user. The Integration user does not have access to Blackboard Learn through the user interface nor can the Integration user be assigned to a Course or participate in the teaching and learning environment in any way. How to Edit the Integration Password On the Administrator Panel, under Building Blocks, click Integration Password. The following table describes the available fields. Field Description Edit Password Old Password Provide the old password. New Password Provide a new password for the Integration account. Confirm New Password Provide the new password again to confirm. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 123 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring SSL Choice > How to Configure SSL Settings Configuring SSL Choice If IIS (Windows) or Apache (UNIX) is configured to support SSL, the communication between users and Blackboard Learn can be configured using the SSL Choice feature. SSL Choice allows Administrators to determine whether none, all, or some of Blackboard Learn is secured with SSL. SSL Choice is not available with Blackboard Learn - Basic Edition. Note If SSL Choice is set to use SSL before SSL has been configured in IIS or Apache, Blackboard Learn will not be accessible. To ensure that users can always log in, configure IIS or Apache for SSL prior to changing the security options. If planning to use SSL, Blackboard recommends enforcing SSL on the entire system. This ensures that all proprietary data is secured. If the choice option is selected, it is important to update SSL settings whenever a new tool is enabled or a Building Block is added. How to Configure SSL Settings On the Administrator Panel, under Security, click SSL Choice. The following table describes the available fields. Field Description System-wide SSL Off Except when Processing Credit and Debit Cards or Accessing Secured Proxy Tools or Web Services Select this option and SSL will not be used to secure any of the communication between users and Blackboard Learn. SSL system-wide Select this option and SSL will be used to secure all of the communication between users and Blackboard Learn. SSL for Selected Areas and Tools Select this option to determine which areas of Blackboard Learn will be secured through SSL. Select the different areas from the check boxes on this page. Specific Areas Select the check box for each area that should be secured using SSL. Tools Select the check box for each tool, tab, or Course content area that should be secured using SSL. Building Block Tools Select the check box for each Building Block that should be secured using SSL. Proxy Tools Select the check box for each Proxy Tool that should be secured using SSL. Web Services Select the check box for each Web Service that should be secured using SSL. Web Services are checked by default. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 124 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing All Privileges > How to Search for Privileges Managing All Privileges The Privileges page allows Administrators to see all available privileges and the constituencies for which those privileges are permitted. Each privilege lists the Constituency Types and Constituency IDs that have the privilege. How to Search for Privileges 1. In the Search box, type the search terms. 2. From the Search list, select Privileges to search all available privileges, or select a Constituency Type to limit the search. 3. Click Go. How to Manage Privileges Click a Constituency ID to manage its privileges. This will take you to the appropriate Manage Privileges page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 125 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Session Fingerprint Settings > How to Configure Session Fingerprinting Configuring Session Fingerprint Settings Session fingerprinting can help detect when a user's session has been hijacked by a malicious attacker. A fingerprint helps uniquely identify users, for example, by using their computer's IP address or the type of browser (User Agent) that they are using. Session Fingerprinting is not available with Blackboard Learn - Basic Edition. How to Configure Session Fingerprinting On the Administrator Panel, under Security, click Session Fingerprint Settings. The following table describes the available fields. Field Description Enable session fingerprinting Select Yes to enable session fingerprinting. Log Location The location to which changes to users' fingerprints will be logged. To view the contents of the log, on the Administrator Panel, under Tools and Utilities, click Logs. Fingerprint Value Choose which values to include in the session fingerprint: IP address, User agent, or both. There are pros and cons to each item you can include: l IP address: The IP address is the address of the user's computer. Generally this will not change during a session. However, certain Internet Service Providers, such as AOL, change the IP addresses of their users quite frequently. False positives can occur if users are coming from such ISPs. l User Agent: The user agent indicates the particular browser the user is using to access the site. This is the safest value to use in most cases because the browser will generally not change during a session. However, if the "persistent cookie" setting is enabled, false positives may occur if users are using Configuring WebDAV for Web Folders. Filter IP Addresses If you select IP address or IP address and user agent in the Fingerprint Value field, select Yes to exclude ranges of IP addresses from being included in the session fingerprints. This is useful for excluding trusted IP ranges or IP ranges of ISPs known to change addresses frequently, such as AOL. Customize the IP ranges by modifying the bb-session-fingerprint-excludedaddresses.txt configuration file. Create New Session When Fingerprint Changes Select Yes to force a new session to be created when a user's fingerprint changes. For valid hijacking attempts, this will cause the hijacker to see the login page while the user maintains the current session. However, if any false positives occur (as mentioned above in the Fingerprint value section), the user will have to log in again. This is a tradeoff between security and convenience. This option is not recommended if persistent cookies have been enabled or you are using IP address as part of the fingerprint because it will force users to relogin if they attempt to use a Web Folder or their IP address legitimately changes. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 126 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Integrating Shibboleth > Installing Shibboleth Integrating Shibboleth The Shibboleth initiative is developing an open, standards-based solution to meet the needs for Departments to exchange information about their users in a secure, and privacy-preserving manner. This document offers a brief overview of Shibboleth and explains how it is installed on Blackboard Learn. Shibboleth allows Departments to exchange information about users securely and privately. Shibboleth is designed to provide a way for a person using a web browser (for example, Internet Explorer or Netscape Navigator,) accessing a target site to be authorized to access a target site using information housed at the user's security domain. This permits users to access controlled information securely from anywhere without additional passwords, or needlessly compromising privacy. For example, if a Student is taking classes at two universities, and both schools use Shibboleth, the Student may have a single user name and password to access information at both universities’ Web sites. Shibboleth is fully supported as a custom authentication option for Blackboard Learn on UNIX operating systems. Due to the experimental nature of the underlying Shibboleth technologies, and limited operational expertise available for Shibboleth, Blackboard recommends customers consider running a restricted, pilot implementation on a test or development server before making this feature generally available on their system. Installing Shibboleth The following section explains how to install Shibboleth and how to set up Shibboleth with Blackboard Learn. These instructions apply only to setting up Blackboard Learn as a Shibboleth target. Note Shibboleth has only been tested with Blackboard Learn on UNIX Operating Systems. Part I – Installation 1. Install Blackboard Learn and enable Open SSL. 2. Configure SSL for Blackboard Learn. Save the certificate files under blackboard/apps/httpd/conf/certs/. These are formatted as .cer, .crt and .key. 3. Download the correct Shibboleth package for the operating system and install it. The package is located at http://shibboleth.internet2.edu/. 4. Follow the Shibboleth v1.1 instructions to install the package. Check that the most current libraries are installed. The Shibboleth directions contain detailed instructions for updating libraries. The Organization needs a signed CA certificate, for example, from Verisign. This is the same certificate used for SSL. Part II – Configure Shibboleth and Blackboard Learn 1. Edit the blackboard/apps/httpd/conf/httpd.conf to include the /opt/shibboleth/etc/shibboleth/apache.config file. This step must be repeated when PushConfigUpdates is run. PushConfigUpdates may overwrite this setting. 2. Add the following to apache.config in the Shibboleth file system. This instructs Shibboleth to protect all files beginning with ‘/webapps’. The Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 127 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Integrating Shibboleth > Part II – Configure Shibboleth and Blackboard Learn apache.config and .ini files are located in /opt/shibboleth/etc/shibboleth. <Location /webapps> AuthType shibboleth require affiliation ~ ^member@.+$ # This rule below accepts any valid principal name passed from the Origin. require user ~ ^.+$ </Location> 3. The value of the "require" directive is dependent on the Attribute Acceptance and Attribute Release Policies for the Target and Origin, respectively. Check with the Shibboleth federation administration for details on what attributes will be released to your Target. 4. Add the following custom attributes to apache.config: ShibMapAttribute urn mace dir attribute-def eduPersonPrincipalName Shib-EP-BBUSER-NAME If you configure AJP13 as the Apache/Tomcat protocol, you may omit this value. 5. Edit the Blackboard Tomcat server.xml to use AJP13 as the connector protocol. This should be done using the Ajp13Connector configuration. The AJP12 protocol readers in Tomcat have a bug that prevents REMOTE_USER from being properly propagated to Tomcat from Apache. Additionally, the Coyote connectors have not been tested with Shibboleth. For example (make sure you’ve disabled any other listeners that may be listening on the same port). <Connector className="org.apache.ajp.tomcat4.Ajp13Connector" port="8009" minProcessors="50" maxProcessors="100" tomcatAuthentication="false"/> 6. Edit /opt/shibboleth/etc/shibboleth/shibboleth.ini file to point to the correct WAYF server. Shibboleth should default to the correct location: wayfURL = http://servername.blackboard.com 8080/shibboleth/HS 7. Point to the location of the certificate file, the key file, the calist, and the password. Omit the line breaks after the ‘=’: certfile= /usr/local/blackboard/apps/httpd/conf/certs/server.crt keyfile= /usr/local/blackboard/apps/httpd/conf/certs/server.key calist=/usr/local/blackboard/apps/httpd/conf/certs/qa-b64.cer keypass=‘password’ 8. Add PEM-encoded HS certificate to the trust.xml file in /opt/shibboleth/etc/shibboleth. This certificate is the one created as the signing certificate of the origin. <KeyAuthority> <ds: KeyInfo> <ds: X509Data> <ds: X509Certificate> Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 128 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Integrating Shibboleth > Certificates and keys Add PEM-encoded HS here . . </ds: X509Certificate> </ds: X509Data> </ds: KeyInfo> <Subject>qamigl2.qa.dc.blackboard.com</Subject> </KeyAuthority> 9. Change the authentication type in Blackboard the Blackboard bbconfig.properties file: bbconfig.auth.type=shib 10. Uncomment all the Shibboleth Authentication Properties in the Blackboard authentication.properties file. 11. Edit site.xml file under /opt/shibboleth/etc/shibboleth to point to a valid origin server. For example: <OriginSite Name="qamigl2.qa.dc.blackboard.com"> <Alias>Blackboard QA Testing Origin</Alias> <Contact Type="technical" Name="John Doe" Email="jdoe@blackboard.com"/> <HandleServiceLocation="http://qamigl2.qa.dc.blackboard.com 8080/shibboleth/HS" Name="qamigl2.qa.dc.blackboard.com"/> <Domain>qa.dc.blackboard.com</Domain> </OriginSite> 12. Start the shar executable on the Shibboleth server: /opt/shibboleth/bin/shar -f 13. Restart the Blackboard web services: /usr/local/blackboard/tools/admin/ServiceController.sh services.restart Certificates and keys The following information explains certificates that are needed for Shibboleth. l The certificate must be signed by an authority. l If a Test Certificate is used, then the Administrator must coordinate with representatives from Shibboleth to be added to the trusted list of Organizations (this is referred to as In Queue) User Login Users of a system that participates in Shibboleth will go through the following steps to login 1. Click Login on the Blackboard Learn Login page. 2. Choose the Organization from the drop-down list. 3. Provide login and password information and click Login. 4. Users may enter the URL for another Organization that participates in Shibboleth and enter that school’s Web site. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 129 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Customizing the Gateway Page > Bypass the Gateway Page Customizing the Gateway Page The Gateway page is the first page that users see when accessing Blackboard Learn (unless the Administrator opts to use Portal Direct Entry). The Gateway page includes the following buttons: l Login: Directs the user to the Login page. l Course Catalog: Directs the user to the Course Catalog. This button may be removed by the Administrator. l Create Account: Directs the user to the Create Account page. This button may be turned off by the Administrator. This button should be turned off unless the Administrator wants anyone with access to the URL to create accounts. The Gateway page also includes a default welcome message and image from Blackboard. Bypass the Gateway Page Portal Direct Entry is available only when the community engagement capabilities have been licensed. The Gateway page can be bypassed completely and site visitors will be taken directly to the portal as a Guest. Users can then login using the Login button in the header frame. The Gateway Options page also includes an option for changing the URL that handles User requests for lost passwords. Customize the Buttons on the Gateway Page Several of the buttons and options on the Gateway Page and the Login page can be customized. The Gateway page is the first page users typically see when accessing Blackboard Learn. It can include buttons for creating an account and allowing anyone to browse the Catalog. For security and data integrity reasons, it is not recommended that users be allowed to create accounts. How to Set Gateway Options On the Administrator Panel, under Security, click Gateway Options. The following table describes the available fields. Field Description Start Page for Users Start Page This field is available only when the community engagement capabilities have been licensed. Select Tab Page to skip the Gateway page entirely and send site visitors directly to the portal as guests. Users can login using the button in the header frame. If this setting is changed, restart the server to avoid experiencing errors. The Login Module may only be turned on if Portal Direct Entry is on. Gateway Functionality Link to Course Catalog Select Enable to display a button that links to the Course Catalog on the Gateway page. Provide a link for an External Catalog URL in the field. Link to Account Creation Select Enable to display a button on the Gateway page that lets visitors create a User account. The User account is created with a Organization Constituency of Student and an Admin User Constituency of None. Lost Password Functionality Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 130 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Customizing the Gateway Page > How to Customize the Welcome Message and Image Field Description Request Forgotten Password Select Enable to turn on the link that allows users to request that the password for the account. URL for Forgotten Password Provide the URL for the link on the login page that allows users to request that their password be mailed to the email address stored in their user information. The default URL is /webapps/blackboard/password. Guest Access Defaults Allow Guest Access to the System Select Enable and users who do not have an account (non-authenticated users) may access the system, such as portal areas. Select Disable and users without an account will not have any access to the system. Allow Guest Access to Courses Select Enable and users who do not have user accounts (non-authenticated users) may access Courses on the system. If Disable is selected, Instructors will not be able to make areas in their Courses available to Guests. Allow Guest Access to Departments Select Enable and users who do not have user accounts (non-authenticated users) may access Departments. If Disable is selected, Leaders will not be able to make areas in their Departments available to Guests. How to Customize the Welcome Message and Image The welcome message and image can be customized by replacing an HTML fragment in the file system. It is possible for each Virtual Installation to have its own customized welcome message and image. Follow the steps below to replace the HTML fragment that generates the welcome message and image with one customized for the Organization. 1. Access the URL for the Virtual Installation and verify that the Gateway page appears. 2. Within the blackboard file system change directories to /content/vi/vi_ ID/branding. Where vi_ID is the name of the Virtual Installation. 3. Save a copy of the gateway.bb file so that it can be restored to the default. 4. Edit or replace the gateway.bb file with another HTML fragment. 5. Access the URL for the Virtual Installation and verify that the welcome message and image appear as desired. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 131 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Domains > What Domains Can Do About Domains Domains offer a customizable, flexible, and secure system administration model. Domains gather Courses, Departments, users, tabs, and modules into defined sets called collections. Each domain can have one or many collections. Once established, administration of a domain is controlled by assigning System Constituencies to users that only apply to that domain. For example, administration of all the users in the Law School can be assigned to Law School staff and administration of all the users in the Business School can be assigned to Business School staff. The above example is a simple one. Since privileges, at the feature and function level, can be used to define unlimited System Constituencies, there is a limitless variety to how System Constituencies are applied to domains. The flexibility of domains means that planning the administration model is a critical step. Please contact your account manager for information about engaging Blackboard Global Services with assistance in planning and implementing an administration model. What Domains Can Do The following lists some of the goals that can be accomplished with domains: l Organize users, Courses, Departments, tabs, and modules into groupings. l Delegate administration of users, Courses, Departments, tabs, and modules. l Assign different administrative responsibilities to different staff members within a domain. l Control Domain Administrators' access to specific features within a domain by defining privileges. What Domains are Not Designed To Do The following lists some of the restrictions on domains: l Domains are available only when the community engagement capabilities have been licensed. l Domains are designed to be flexible and do not adhere to any hierarchy within the system. Domains can be defined to overlap or even nest, but that structure is applied. The domains do not have a relationship within the system. l New items, such as Courses and users, that meet the constraints of a domain are included in the domain when created. Domain administrators may not control the default attributes of items at creation. For example, a Domain Administrator cannot require that all new Courses created in the domain adhere to specific default values. l Domains are designed to manage collections of Courses, Departments, users, modules, and tabs. Domains can include one collection or many. For example, a domain may only include Courses or a domain may include Courses, tabs, and users. Domains are not used to manage other items in the system such as Tools and Building Blocks. Terminology The following is a list of terms and definitions required to understand Domains: Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 132 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Domains > Default Domain Domain: A grouping of data defined for the purpose of delegating administrative responsibilities to other staff members. Collection: A set of data, defined by variables or selected individually, that appears in a domain. System Constituency: A constituency that grants administrative privileges. When applied in a domain, the privileges are only valid when working with data in the domain. System Administrators can define an unlimited number of System Constituencies and assign privileges to hundreds of administrative functions through each System Constituency. Each user may have multiple System Constituencies assigned. Category: A variable that defines and groups Courses. Courses may be assigned multiple categories. Categories are a logical means of assigning Courses to a collection. Organization Constituency: A variable that defines and groups users. Users may be assigned multiple Organization Constituencies. Organization Constituencies are a logical means of assigning users to a collection. Organization Constituencies control what is presented to users. Availability: Determines access. Courses that are unavailable are only accessible by certain users. Likewise, a user that is unavailable may not access the system. Enabled: A flag set by Snapshot. Data is often disabled to mark it for archive or deletion. Datasource Key: A variable assigned to data added to the system through Snapshot. When Snapshot is used to integrate with other information systems, Datasource keys can be used to define collections based on the source of the record. Default Domain Every system has at least one domain. This domain includes all the Courses, Departments, users, tabs, and modules on the system and is referred to as the default domain. Users with a System Constituency of System Administrator have full privileges over the default domain (the entire system). This concept is important when assigning System Constituencies. System Constituencies can be applied within a domain to grant privileges restricted to the items that exist in that domain. Or, System Constituencies can be applied directly to a user, granting privileges in the default domain (the entire system). Domain Administration Administration of domains is assigned by combining a user record with System Constituencies within the domain. Each domain administrator can be assigned any number of System Constituencies. The privileges included in these constituencies are additive, so they can be combined to create several different models of domain administrators. The same user can be an administrator in multiple domains. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 133 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Structuring the Administration Model > What are the Groupings on Campus that Require Domain Management? Structuring the Administration Model The most important part of using Domains is developing an Administration model that matches the departmental needs of the Organization. This topic walks through the process of thinking about the administrative needs of the Organization. Included are questions to ask at each stage and a small example. Remember that this is a tool to help you start thinking about your administration model. The flexibility of domains and unlimited System Constituencies create the opportunity for unique solutions to match each Organization. What are the Groupings on Campus that Require Domain Management? The first step in setting up a delegated administration model is to define the groups at the Organization that can be supported by delegated administrators with privileges limited to that domain. Because domains can include any combination of users, Courses, Departments, tabs, and modules the structure of the different domains is limitless. Some Organizations may choose to use domains to separate management of users between Students, faculty, alumni, and staff. The same Organizations can use domains to separate management of Courses between academic departments. The same Organizations can even apply both models, and allow the academic department domain administrators control over users in their respective departments. Further, each department could be divided into separate domains. One domain could be used to manage the tab and module content while another domain managed Courses and still another domain handled users. The flexibility of domains demands clear goals and department before creating the domains and assigning administrative privileges. Otherwise, it is likely that domains will be created as needed and result in a system that is difficult to define and oversee. Consider the following questions when defining the groups on campus that require domains: l How is the Organization organized and managed? Does it make sense to create domains for each functional group? Consider this question beyond just academic departments and think about the groups on campus that support the learning mission. l How are Organization Constituencies used to define users within Blackboard Learn? For example, are users organized by major, location, year of study, or other variables? l How are individuals at the Organization managed? Are the different sets of users managed by different functional groups? For example, is there an alumni office that handles alumni relations? Is the admissions department responsible for prospective Students? l Who is responsible for the content that appears in tabs and modules? What Organization Constituencies are used to define who can view content? l Are there different information systems responsible for shared data with Blackboard Learn? It is very likely that the groupings on campus will have subgroupings that also require delegated administration. Subgroupings cannot be nested as domains within a domain, but this is not a barrier to creating a hierarchical structure of domains. Because domains are made up of collections, and a unit, such as a Course or user, can appear in multiple collections, it is Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 134 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Structuring the Administration Model > How is Each Domain Defined? easy to define domains that consist of a subgroup of another domain. To maintain the proper department, develop a naming convention for domains that incorporates the larger domains. For example, the School of Liberal Arts will likely have several subdomains for academic departments. The domains could follow this naming convention: SLA – School of Liberal Arts SLA_HISTORY – History department, School of Liberal Arts SLA_ANTHRO – Anthropology department, School of Liberal Arts SLA_LANGUAGES – Languages department, School of Liberal Arts SLA_LANGUAGES_FRENCH – French Courses, Language department, School of Liberal Arts How is Each Domain Defined? Each domain is defined by assigning criteria to create sets of users, Courses, Departments, tabs, and modules. Each set is called a collection. A domain can include one or many collections. Once the domain structure is defined, items, such as users and Courses, are grouped into collections within the domain. Adding the collections is a process of defining the collection in such a way to encompass every item that should be included. When new items, such as a user or a Course, are added to the system, they automatically become a part of any domain for which they meet the collection criteria. For this reason, it is important when defining a collection to use the criteria and the rules to determine the items that fall into the collection to ensure that new items are added to the collection when created. There is an option to add items individually. The ability to add items individually is useful for defining domains that are limited and static, ensuring that no other items become a part of the domain. It is much easier to define domains after first setting up a model for Organization Constituencies and a model for Course and Department Categories. These variables are completely customizable and serve as the most flexible and accurate way of defining collections within a domain. Those Organizations that are using Snapshot to populate the Blackboard database with data from other systems can also use data source keys to define collections. Finally, there is no relationship between the Users in a domain and the Courses and Departments. That is, Users enrolled in a Course are not automatically included in the domain. Within a domain, enrollments are controlled by Courses. Thus, a domain administrator with privileges to edit users may not change users' enrollments in a Course. However, a domain administrator with privileges to edit Course enrollments may include or exclude users from a Course. When defining collections, consider the following: Courses and Departments l What categories can be used to define the Courses and Departments in this domain? l Alternatively or in addition to categories, what data source keys can be used to define the Courses and Departments in this domain? Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 135 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Structuring the Administration Model > How is Each Domain Defined? l Should the domain include unavailable Courses and Departments? Should the domain include disabled Courses and Departments? This is an important consideration as unavailable and disabled status is often used to mark Courses and Departments that are complete and scheduled for archive. l Should the Courses and Departments in the domain be limited by Enrollment Options, for example, Courses in which Students can enroll themselves? l Course and Department categories must be added individually, even if the category is nested in a category that is already included in the domain. Users l What Organization Constituencies can be used to define the users in this domain? l Alternatively or in addition to Organization Constituencies, what data source keys can be used to define the users in this domain? l Users may also be defined by System Constituency. However, customized System Constituencies are more likely to be based on privileges and thus are not usually a good model for defining the users in a domain. System Constituency is most useful as an attribute when using the Guest or Observer constituency. l Should the domain include unavailable Users? Should the domain include disabled Users? This is an important consideration as unavailable and disabled status is often used to mark User records for archive or removal. l Should the Users in the domain be limited by Privacy Options? Users that opt out of the User Directory can be excluded from a domain. Tabs and Modules l Should the domain include unavailable Tabs and Modules? This is a way to allow users to create tabs and modules but not edit them once they are published. Alternatively, a domain can include only available materials. In this case, the unavailable materials that are in production cannot be edited by the domain administrators. l Tabs and modules can be individually selected for inclusion in a domain. For example, consider populating the SLA_LANGUAGES domain with a collection of Courses and users that includes all the Courses offered in the department and all the users that work in the department or list Languages as their major of study. In this case, the Courses collection may be defined as: Categories: LANG, LANG_FR, LANG_DE, LANG_ES, LANG_JP, LANG_NL Availability: Ignore Enabled: Enabled Only The user collection may be defined as: Organization Constituencies: DEPT_LANG, MAJOR_LANG Availability: Available Only Enabled: Enabled Only Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 136 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Structuring the Administration Model > What Admin Tasks are Required for Domain Administrators? What Admin Tasks are Required for Domain Administrators? After the collections are defined it is possible to confidently assign appropriate privileges to System Constituencies. Domain Administrators are granted privileges based on a System Constituency that is applied to that domain only. Essentially, the user and the System Constituency (or System Constituencies) are combined to create a delegated administrator for the domain with the privileges defined by the System Constituencies. That combination of user and System Constituencies only applies in that domain. System Constituencies can be created for each domain, but it is more efficient to create System Constituencies based on like privileges that can be applied to an administrator in each domain. Because System Constituencies are additive in the domain, it is possible to create a System Constituency model based entirely on tasks and then use a combination of those tasks to grant individualized privileges to specific delegated administrators. When creating System Constituencies, consider the following: l What administrative tasks will be used by domain administrators? l What privileges are needed to accomplish these tasks? l How can those privileges be grouped so that each set of privileges accomplishes a goal or goals? Are there any privileges that are not always applicable in the set? l How should System Constituencies be named? The naming convention should be easily recognizable and define the set of privileges. For example, a System Constituency named USER_MANAGER is created with full privileges to manager user accounts. This System Constituency can then be used in each domain to grant a domain administrator the ability to administer all user accounts in the domain. Another System Constituency, USER_PASSWORD may be granted to a domain administrator to allow that user to change users' password, but not edit any other details about the user record. In the SLA_LANGUAGE domain, the Department Head may be given the constituency USER_MANAGER, while an assistant is assigned the USER_PASSWORD System Constituency in the domain to respond to requests to replace a lost password. Remember that System Constituencies are additive. If a user has the System Constituency of USER_PASSWORD, and is given another System Constituency that includes the capability to edit some aspect of user accounts, both System Constituencies apply. That is, the user has the sum of all the privileges of all the System Constituencies the user is assigned. Further, if the user has System Constituencies with administrative privileges assigned on the default domain, those privileges apply in all domains and for all data in the system. Who are the Users Assigned to Administer the Domain? Domains are not limited to one administrator with one System Constituency. Rather, each domain can have an unlimited number of administrators with an unlimited number of System Constituencies. In a domain, different administrators are assigned different responsibilities and tasks. When assigning users as domain administrators, consider the following: l What aspects of the domain require a domain administrator? l Are there specific System Constituencies that grant privileges to accomplish these tasks without introducing additional unnecessary or potentially risky privileges? If Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 137 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Structuring the Administration Model > Who are the Users Assigned to Administer the Domain? not, consider revising the construction of System Constituencies or creating a new System Constituency to cover the exceptional case. l How do the required tasks form the responsibilities for domain administrators? Is one admin required to manage users while another is assigned Courses? l Who should be assigned to the different domain administrator positions? After the individuals who will serve as domain administrators and the System Constituencies that will grant appropriate privileges are identified, the last step is to put that information together within the domain. For example: Domain: SLA_LANGUAGE User: Department Head System Constituencies: USER_MANAGER, COURSE_MANAGER, MODULE_CREATE, MODULE_MODIFY Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 138 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Domains > How to Create a Domain Creating Domains Creating a domain adds a new domain to the system. After creation, the domain must be populated with collections and domain administrators must be assigned. Domains are visible only on the Administrator Panel. Even then, only the System Administrator can see the list of domains. Domains are invisible to users within the system, since they are an administrative management tool. Administrators within the Domain are also unaware of the domain. Administrators within the Domain simply access features and functions on the Administrator Panel. The domain controls what data can be managed by the domain administrator. It is important to understand the difference between the Domain Name and the Domain ID. The Domain ID is a unique identifier within the system. The Domain Name is the name of the domain as it appears to the System Administrator. How to Create a Domain 1. On the Administrator Panel, under Communities, click Domains. 2. Click Create Domain. 3. Provide a Domain Name and a Domain ID. The Domain Name is the readable name that appears in the user interface. The Domain ID is a permanent, unique identifier assigned to the domain in the database. Once set, the Domain ID cannot be changed. 4. Provide a Description for the domain. 5. Click Submit. The Domain now appears in the list of domains on the Domains page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 139 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Domain Administrators > How to Add Administrators to Domains Managing Domain Administrators Domain administrators are created by combining a user with System Constituencies within the domain. System Constituencies are constituencies that define administrative privileges. A user can have several System Constituencies applied within a domain. When a user has several System Constituencies, all the privileges in each constituency are applied. If one System Constituency allows an action, but another System Constituency does not allow the same action, the user will be able to perform the action. WARNING! System Constituencies attached to user records in the default domain apply to all domains. The default domain is the entire set of data in the system. System Constituencies may be attached to users on the Edit User page or when users are created. System Constituencies added in this way apply to the default domain. How to Add Administrators to Domains 1. On the Administrator Panel, under Communities, click Domains. A list of domains should appear. If no domains exist, see Creating Domains. 2. In the contextual menu for a Domain, click Manage Administrators. The Manage Administrators page lists out all the domain administrators and their System Constituencies. Clicking on a System Constituency will open the Manage Privileges page for that System Constituency. Be careful when editing privileges, the changes will be applied system wide to any user who has that System Constituency in any domain. 3. Click Administrator. 4. Provide the Username for the new domain administrator. 5. Assign the System Constituencies that will apply in the domain. 6. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 140 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Domain Collections > How to Populate a Collection Managing Domain Collections Collections are sets of data. Domains may include one or many of the following collections: l Courses l Departments l Users l Tabs l Modules Each domain may include one or many collections. After a collection is defined, newly created items in the system will be added to the domain if they match the collection criteria. For example, if a Course is created with the LANG category, that Course will appear in a collection that includes all Courses with the LANG category. It is possible to create collections that are closed to new items. Either select each item individually for inclusion in the domain using the controls on the Edit Criteria page or use Snapshot to add the data to the system with a unique data source (and then define the collection to include only those items with that data source). How to Populate a Collection 1. On the Administrator Panel, under Communities, click Domains. A list of domains should appear. If there are no domains, click Create Domain to create one before defining the collections within the domain. 2. In the contextual menu for a domain in the list, click Manage Collections. 3. In the contextual menu for the collection to populate, click Edit. 4. Set the criteria to define a collection. The table in the following section describes the available fields for each collection. 5. Click Submit. Collection Criteria The following table describes the variables used to define each collection. The criteria all work in concert to determine which items are included in the domain. If the criteria for the Course collection includes Category LANG and Availability set to Yes, only those Courses that have the LANG category and are available to users will be included in the collection. The option for selecting specific items is independent of the other criteria. Thus, a Course that does not have the LANG category and/or is not available may be added to the collection by specifically identifying it as part of the collection. Remember that specifying more criteria makes the domain narrower in scope. Criteria Description General Collection Options Define the collection of items that will be managed in this domain: All Items, No Items, or Items according to the criteria below. Users Organization Constituency Choose to include users that are assigned specific Organization Constituencies. Availability Choose to include Available or Unavailable users. If Ignore is selected, the Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 141 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Domain Collections > Collection Criteria Criteria Description Availability of the user will not be considered as a criterion for inclusion in the collection. Enabled Choose to include Enabled or Disabled users. This refers to the status of the user record in the database. Snapshot makes it possible to disable records but continue to store them in the database. If Ignore is selected, the status of the Course will not be considered. Privacy Options Choose to include users based on their Privacy Settings. Users that elect not to appear in the User Directory can be included or excluded from the collection. Data Source Choose to include users based on the data source key. Data source keys are applied to any data that is added to the system using Snapshot. Specific Users Select individual users to appear in the collection. Courses and Departments Availability Criteria Choose to include Available or Unavailable Courses. If Ignore is selected, the Availability of the Course will not be considered as a criterion for inclusion in the collection. Disabled Status Criteria Choose to include Enabled or Disabled Courses. This refers to the status of the Course record in the database. Snapshot makes it possible to disable records but continue to store them in the database. If Ignore is selected, the status of the Course will not be considered. Enrollment Criteria Choose to include Courses based on the method of enrollment. Course Catalog Categories Criteria Choose to include Courses that fall into certain categories. Categories are assigned to describe and group like Courses. Courses appear in the Course Catalog based on Category. If Course categories are organized and applied consistently, Category is a logical and useful means for determining which Courses belong in a collection. Data Source Criteria Choose to include Courses based on the data source key. Data source keys are applied to any data that is added to the system using Snapshot. Specific Courses Click Browse to select individual Courses to appear in the collection. Tabs Availability Criteria Choose to include Available or Unavailable tabs. If Ignore is selected, the Availability of the tab will not be considered as a criterion for inclusion in the collection. Specific Tabs Select individual tabs to appear in the collection. Modules Availability Criteria Choose to include Available or Unavailable modules. If Ignore is selected, the Availability of the module will not be considered as a criterion for inclusion in the collection. Specific Modules Select individual modules to appear in the collection. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 142 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Logs > How to Manage Logs Managing Logs Blackboard Learn generates a number of logs to help system Administrators with performance tuning, troubleshooting, and tracking. The Logs features are a quick way to manage logs through the interface. It is also possible to manage logs at the operating system level or through a third party tool. How to Manage Logs On the Administrator Panel, under Tools and Utilities, click Logs. The following table describes the available tasks. To . . . click . . . email log files System Logs and then click Send Logs. The Send Logs page will appear. download log files System Logs. Then click the Log link to download a log. manage log rotation System Logs. Then click Log Rotation. check on Course Cartridge import Course Cartridge Import Status. Check Course Copy status System Tasks Status. Blackboard Learn Logs All logs are stored in the logs directory under the top-level blackboard directory. Within the logs directory there are folders that store logs as well as an archive folder for logs that have been compressed and stored as a means of managing the size of the log files. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 143 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Log Descriptions > Log Descriptions Log Descriptions The log files that appear within the user interface are also accessible within the file system. It should be noted that the user interface provides a more descriptive title than the names in the file system. Also, when opening logs downloaded from the user interface, it may be necessary to open them in Excel or a similar program—sometimes the text runs together and individual entries are difficult to discern. Log Descriptions The following table lists the logs as they appear in the file system, in the user interface, and a description of each. File System collabserver User Interface Description DATE_Collaboration Server_BYTES Logs events associated with the Collaboration Service. contentexchange DATE_Content Exchange Tool_ BYTES Logs events and errors with Course import/export/archive/restore/copy httpd Logs events from the Web server (IIS or Apache™). perlex DATE_Perl App Server_BYTES Logs events associated with the Perl engine. snapshot Snapshot Tool Logs snapshot events. system-info DATE_System Information_BYTES Lists hardware and software information and settings. update-tools DATE_System Update_BYTES Logs events associated with system updates. bb-serviceslog DATE_Blackboard Services (Daemons)_ BYTES Logs services exceptions, including authentication exceptions. isapi_ redirect.log DATE_Session Manager_BYTES Logs session exceptions. jasper.log This log will include additional events written by the Tomcat Java App Server if the verbosity is set high. servlet.log DATE_servlet.log_ BYTES Logs Java servlet events. tomcat-jvmstderr.txt DATE_Java App Server - stderr_BYTES Logs Java App server exceptions. bb-sqlerrorlog.txt This records any database-related errors, including deadlocks, timeouts, and SQL execution issues. bb-emaillog.txt batch_du.txt This logs all bb mail that goes out of the system. catalinalog.txt This is AS-based info coming from the Application Server. stdoutstderr.log This is the Tomcat standard out log, where everything the appserver sends to std out or error goes. Contains the following logs: bb-schema, collabserver, cxproc_shell, and systeminfo/tracking. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 144 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Downloading Individual System Logs > How to Download Individual System Logs Downloading Individual System Logs System Logs can be downloaded and saved to another location. Downloading a log will not remove the log. The downloaded log is a static file, it will not be updated with system events. System events will continue to be written to the original log. The logs that are available for download are listed as links. Logs that contain passwords or other sensitive information are marked with a yellow triangle with an exclamation point. For most browsers, clicking the link to a log will open a download window. If it does not download, try right-clicking on a log and selecting Save target as from the menu. How to Download Individual System Logs 1. On the Administrator Panel, under Tools and Utilities, click Logs. 2. Click System Logs. 3. Click the link for a log. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 145 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Sending System Logs > How to Send System Logs Sending System Logs The Send System Logs feature is a quick way for an Administrator to view a log without having to access the application file system on the Web/application server. The logs are emailed to the Administrator from this page. How to Send System Logs 1. On the Administrator Panel, under Tool and Utilities, click System Logs. 2. Click Send Logs. The following table describes the available fields. Field Description Recipients To Select the desired recipient and click the right facing arrow to move the recipient to the Selected box. Email Information From This field is display only. Subject This field will automatically populate but can be changed by the sender. Message This field will populate with the name of the server. The sender can add a message to the System Administrator. A copy of the email will automatically be sent to the sender. Add Attachments Log Files There is a list of logs that are available to select. To select more than one log, hold down the CONTROL key. Move the desired log files to the Selected box by clicking the right facing arrow. The size of each log file is displayed following the name of the log. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 146 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Log Rotation > How to Manage Log Rotation Managing Log Rotation The Manage Log Rotation tool creates an archive file of all logs. The entries that are sent to the archive are set on this page. Once the logs have been rotated, the logs will consume less space. Please note that the archive files must be moved or deleted manually or they will remain on the Web/application server indefinitely. Note There is a command line tool available for manually rotating logs. How to Manage Log Rotation 1. On the Administrator Panel, under Tools and Utilities, click Logs. 2. Click System Logs. 3. Click Log Rotation. The following table describes the available fields. Field Description Log Rotation Settings Set Frequency of System Log Rotation Select a number of days between log rotations from the drop-down list. Logs will be rotated and archives created at intervals based on the number of days set. If logs are manually rotated from the command line it will not interrupt the regular intervals. However, the logs that were rotated manually will not be included in the archive files created at the regularly scheduled rotation. For example, if the log rotation is set at 30 days and the logs are manually rotated after 15 days, only the last 15 days of logs will be included in the archives at the next scheduled log rotation. Set Time of Day for System Log Rotation Set the time of day that the logs will be rotated. The time is determined based on the server clock. If the server is in a different time zone be sure to take that into account when selecting a time for the rotation to occur. How to Manage Manual Log Rotation The Rotate Logs tool processes a log rotation outside the scheduled log rotations configured through the Log Rotation page. The tool stops all necessary services and starts the services after the rotation is finished. Windows: \blackboard_home\tools\admin\RotateLogs.bat UNIX: /blackboard_home/tools/admin/RotateLogs.sh Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 147 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Cartridge Import Status > How to Manage Cartridge Import Status Managing Cartridge Import Status Administrators can troubleshoot Course Cartridge downloads from the Cartridge Import Status page. Downloads that do not complete correctly can be removed from the system or restarted. How to Manage Cartridge Import Status 1. On the Administrator Panel, under Tools and Utilities, click Logs. 2. Click Cartridge Import Status. The following table describes the available tasks. To . . . click . . . Remove a Cartridge Download that is in progress or has failed to complete Delete. Any Cartridge content that was added to the Course will be deleted. Reset a download that has failed to complete Reset. The download will begin again. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 148 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing System Task Status Reports > How to View a System Task Status Report Managing System Task Status Reports The System Tasks Status page lists attempts to copy a Course or Course materials in a table. Each attempt is a row with the following attributes (columns): l Title: Shows the destination (target) Course ID and the source Course ID separated by a pipe (|). l Type: Course Copy is displayed. l Status: Displays the current state of the attempt. The options for this area include Waiting, Complete and Running. Reports may be sorted by clicking the carats at the top of each column. For example, to sort completed copies from those that are still in process, click the carat above the Status column. Administrators may view details of an attempt from this page. Reports on completed attempts may be deleted if they are no longer needed. Note A status of Complete means that the operation has finished, not that it was successful. Administrators must open the Details of the Task to ensure it was completed successfully. How to View a System Task Status Report 1. On the Administrator Panel, under Tools and Utilities, click Logs. 2. Click System Tasks Status. 3. In the contextual menu for the title, click View Details. The report will show the following details: l Title: Target Course and source Course separated by a pipe delimiter l Type: The action attempted. l Status: Complete or in progress. l User: The User Name that initiated the copy operation. l Start Date: Date and time the copy operation was initiated. l End Date: Date and time the copy operation completed. l Results: Successful or unsuccessful. How to Delete System Tasks Status Reports Tasks are deleted only through this option. They will not be purged after a specific amount of time. 1. On the Administrator Panel, under Tools and Utilities, click Logs. 2. Click System Tasks Status. 3. In the contextual menu for the title, click Delete, or select the check box for a title and click Delete at the top or bottom of the list. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 149 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Statistics Reports > How to Run Statistics Reports Running Statistics Reports Administrators track system usage through System Reports. Statistics provide information about the number of Courses, users, overall usage, and cumulative hits. Reports may also be exported and viewed as a text file or in a spreadsheet program. The Event Tracking option must be set to Yes on the Auto-Reporting Options page before Statistics will be recorded. Blackboard Learn - Basic Edition: The database only stores data for the previous 180 days to prevent system slowdowns. Therefore, activity that occurred more than 180 days before running the report will not be included in the report. To increase the number of days that data is stored, please contact Blackboard Product Support. How to Run Statistics Reports 1. On the Administrator Panel, under Tool and Utilities, click System Reporting. 2. Click Statistics Reports. 3. Select the appropriate report to run by clicking run in the contextual menu for the report. The following table describes the available fields. Field Description Select Report Filter Select Report Time period The report options are: l Course Usage: Displays the average number of active Courses and Departments per month and per day. l System Page Views: Displays the average number of system views and Course page views per month and per day. l Overall Summary of Usage: Displays the average number of users, Courses, and page views per month. l User Statistics: Displays the average number of total users, Students, and Instructors per month and per day. Pick a start date and an end date for the range from the drop-down lists. Dates can also be selected by clicking the icon to bring up the calendar interface. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 150 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Statistics Reports > How to Manage Reports Managing Statistics Reports The results are displayed after selecting the filters and generating a report on the Statistics page. Included is a summary as well as graphs of all the data requested. The report lists the total numbers as well as the number of active Users, Courses, or Departments. Active applies to the subset of the total that have been used during the date range. For example, the total number of Users may be 2,000, but if the date range is only one day, perhaps only 750 Users logged in that day (considered active). Note When viewing reports that include hit statistics, a hit is tracked every time a request is sent. For example, a Student logs in to Blackboard Learn (1 hit), clicks the Courses tab (2 hits), clicks a Course Link (3 hits), accesses the Communication area (4 hits), clicks Discussion Boards (5 hits), clicks a Forum (6 hits), and clicks a message to read (7 hits). How to Manage Reports 1. Click System Reporting on the Administrator Panel. 2. Click Statistics Reports from the System Reporting menu page. 3. Select a Report to view. The following table describes the available tasks. To . . . click . . . view a different set of reports Change Filter to go back to the Statistics page. print a set of reports Print. export a file containing report data Export Data. The data file can be opened in a text editor or a spreadsheet application. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 151 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > Attribute Definitions Running Database Attribute Reports This diagram details the shared rows in the reporting database tables. The relationship between the tables is used to define and return customized data reports. For example, the INTERNAL_HANDLE can be used to link the ACTIVITY_ACCUMULATOR table, the NAVIGATION_ITEM table, and the APPLICATION table. A report could be constructed around this relationship to show which items and tools users are accessing in a particular Course. Attribute Definitions The tables below detail the attributes in each database table. Each of the tables below includes the following columns: l Attribute: The name of the attribute as it appears in the database. l Data Type: The format of the information stored in the attribute (date, varchar, etc.) l Null: Indicated whether or not null values are allowed. Y indicates that null values are allowed for the attribute, N indicates that null values are not allowed for the attribute. l Description: Explains the information stored in the attribute and its importance. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 152 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > ACTIVITY_ACCUMULATOR ACTIVITY_ACCUMULATOR Data Type and Constraints Null? Attribute PK1 Description INT (4) N Unique identifier for each record. (Primary Key) EVENT_ TYPE VARCHAR (30) N Groups the event based on what occurred. Please see the Event Type table below for specific information on the possible values for this field. USER_PK1 INT (4) Y References the PK1 (Primary Key) attribute of the USERS table. COURSE_ PK1 INT (4) Y References the PK1 (Primary Key) attribute of the COURSE table. GROUP_PK1 INT (4) Y References the PK1 (Primary Key) attribute of the GROUP table. FORUM_PK1 INT (4) Y References the PK1 (Primary Key) attribute of the FORUM table. INTERNAL_ HANDLE VARCHAR (255) Y Internal system identifier for the event. This field corresponds to the unique ID in the NAVIGATION_ITEM table. Not all page requests correspond to a navigation item, so this field may often appear blank. When reading the INTERNAL_HANDLE, the prefix helps identify the path the user took to access the page. l CP_ indicates that the user went through the Course Control Panel to view the page. l PA_ is associated with portal administrator functions l ADMIN_ refers to accesses through the Administrator Control Panel l LIST_ indicates that the page was requested after a search function CUST_ refers to a Customization interface, such as the Customize Login Page If this field is empty, check the CONTENT_PK1 field. If the page accessed displayed content, the primary key for the piece of content will appear in that field. l CONTENT_ PK1 INT (4) Y References the PK1 (Primary Key) attribute of the CONTENT table. This field is populated when the EVENT_ TYPE is CONTENT_ACCESS. DATA NVARCHAR (255) Y Data related to the event. This field provides additional information on the event. Each event uses this field, if at all, in different ways. In many instances, the data included in this field is a value that is easily deduced. In some instances, the value in the data field is a number, such as _ 1_1 or _29_1. These are associated with an EVENT_TYPE of TAB_ACCESS or MODULE_ACCESS. The first number is an ID that references a tab or a module (the second number can be ignored). The ID number that refers to a tab can be found in the user interface by scrolling over the tab. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 153 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > ACTIVITY_ACCUMULATOR Data Type and Constraints Null? Attribute Description The ID number appears as part of the URL in the status bar. The ID number that refers to a module can be found in the same manner. Scroll over the Maximize, Minimize, or Edit button associated with a module. The ID number will appear as part of the URL in the status bar. Please note that the Detach Module button returns a different ID number and should be ignored. TIMESTAMP DATETIME (8) Y Date and time that the event occurred. STATUS NUMERIC (9) Y Shows success (1) and failure (0). MESSAGES NTEXT (16) Y Additional messages associated with the event. SESSION_ ID INT (4) Y Identifies the user session that initiated the action. A session is simply a browser connection to the system launched from an end-user machine. Event Types The following table lists the possible event types stored in the ACTIVITY_ACCUMULATOR table. The Page View column shows whether or not the activity counts as a page view when generating statistics. Page View? Type TAB_ ACCESS Description A browser request that causes a portal tab to change state. The name of the tab will be returned. Yes MODULE_ ACCESS Triggered when a portal module is rendered. The name of the module will be returned. No LOGIN_ ATTEMPT An attempt to authenticate to the system. Additional information on the success is stored. No LOGOUT A user's session is voluntarily ended by accessing the logout link. No SESSION_ TIMEOUT A user's session is involuntarily ended because no action was taken in a specific window. No COURSE_ ACCESS Triggered when a Course frame set is loaded, or when a page is accessed in a Course. The name of the navigation item will be returned. Yes CONTENT_ ACCESS PAGE_ ACCESS Triggered when content is displayed. No Triggered when a page, other than a Course, Department, content, module, or tab is accessed on the system. The name of the navigation item will be returned. Yes SESSION_ INIT Triggered when a session is initialized. No Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 154 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > COURSE_ROLES COURSE_ROLES Data Type and Constraints Attribute PK1 Null? Description INT (4) N Unique identifier for each record. (Primary Key) COURSE_ ROLE CHAR (1) N One character system identifier for a Course Constituency. B=Course Builder or Department Builder G=Evaluator P=Instructor or Department Leader S=Student or Department Member T=Teaching Assistant U=Guest NAME NVARCHAR (50) Y Customized name of a Course Constituency. DEFAULT_ NAME VARCHAR (50) Y Default name of a Course Constituency. ORG_NAME NVARCHAR (50) Y Customized name of an Department Constituency. ORG_ DEFAULT_ NAME VARCHAR (50) Y Default name of an Department Constituency. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 155 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > COURSE_USERS COURSE_USERS Data Type and Constraints Null? Attribute PK1 Description INT (4) N Unique identifier for each record. (Primary Key) CRSMAIN_PK1 INT (4) N References the PK1 (Primary Key) attribute of the COURSE_MAIN table. DATA_SRC_ PK1 INT (4) Y References the PK1 (Primary Key) attribute of the DATA_ SOURCE table. ROLE CHAR (1) Y One character identifier of the users Course Constituency. B=Course Builder or Department Builder G=Evaluator P=Instructor or Department Leader S=Student or Department Member T=Teaching Assistant U=Guest LINK_NAME_1 NVARCHAR (100) Y Name of a link to a Web site listed on the Users Learner Homepage within the Course. LINK_URL_1 VARCHAR (100) Y Address of a link on the Users Learner Homepage. LINK_DESC_1 NVARCHAR (255) Y Description of a link on the Users Learner Homepage. LINK_NAME_2 VARCHAR (100) Y Name of a link to a Web site listed on the Users Learner Homepage within the Course. LINK_URL_2 VARCHAR (100) Y Address of a link on the Users Learner Homepage. LINK_DESC_2 NVARCHAR (255) Y Description of a link on the Users Learner Homepage. LINK_NAME_3 NVARCHAR (100) Y Name of a link to a Web site listed on the Users Learner Homepage within the Course. LINK_URL_3 VARCHAR (100) Y Address of a link on the Users Learner Homepage. LINK_DESC_3 NVARCHAR (255) Y Description of a link on the Users Learner Homepage. USERS_PK1 INT (4) N References the PK1 (Primary Key) attribute of the USERS table. PHOTO_LINK VARCHAR (100) Y Link to a image that will display on the Users Learner Homepage. INTRO NTEXT (16) Y Message that will display on the Users Learner Homepage. NOTE NTEXT (16) Y Text box in the user interface filled out by the user. PINFO NTEXT (16) Y Message that will display on the Users Learner Homepage, typically used to display personal information. CARTRIDGE_ IND CHAR (1) Y or N N Determines whether or not the user can access cartridge content in the Course. AVAILABLE_ IND CHAR (1) Y or N N Determines whether or not the user can access the Course. SOS_ID_PK2 INT (4) N Not in use. ROW_STATUS NUMERIC (5) Y Sets the value of the record to one of the following: Enabled: Normal access to the record. Disabled: Record is visible in some areas of the UI, but may not be changed or Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 156 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > SYSTEM_ROLES Data Type and Constraints Null? Attribute Description accessed. Deleted: Record is scheduled to be deleted. ENROLLMENT_ DATE DATETIME (8) Y Date the User enrolled in the Course. CRSMAIN_ SOS_ID_PK2 USERS_SOS_ ID_PK2 DTMODIFIED INT (4) Y Not in use. INT (4) Y Not in use. DATETIME (8) Y The last date the record was edited. SYSTEM_ROLES Data Type and Constraints Attribute PK1 Null? Description INT (4) N Unique identifier for each record. (Primary Key) SYSTEM_ ROLE CHAR (1) N One character identifier for each System Constituency. Z=System Administrator A=User Administrator C=Course Administrator H=System Support N=None O=Observer R=Support U=Guest NAME NVARCHAR (64) Y The customized name of a System Constituency. DEFAULT_ NAME VARCHAR (64) Y The name of a System Constituency as it appeared before modification. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 157 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > INSTITUTION_ROLES INSTITUTION_ROLES Data Type and Constraints Attribute PK1 Null? Description INT (4) N Unique identifier for each record. (Primary Key) ROLE_NAME NVARCHAR (50) N Name of an Organization Constituency as it appears to users. DESCRIPTION NVARCHAR (255) Y Description of the constituency. ROLE_ID NVARCHAR (50) N The unique identifier of the constituency. This is the key that is used to identify the constituency during Snapshot and other data management operations. DATA_SRC_ PK1 INT (4) Y References the PK1 (Primary Key) attribute of the DATA_ SOURCE table. GUEST_IND CHAR (1) N This indicates whether or not the constituency serves as a Guest constituency for a particular brand. REMOVABLE_ IND CHAR (1) N This indicates whether or not the constituency may be removed from the system. Some Organization Constituencies are not removable to ensure backward compatibility. SELF_ SELECTABLE_ IND ROW_STATUS CHAR (1) N This field is not currently used to store data. INT (4) N Sets the value of the record to one of the following: Enabled: Normal access to the record. Disabled: Record is visible in some areas of the UI, but may not be changed or accessed. Deleted: Record is scheduled to be deleted. USER_ROLES Data Type and Constraints Null? Attribute PK1 Description INT (4) N Unique identifier for each record. (Primary Key) USERS_PK1 INT (4) N The primary key that identifies a user in the USERS table. INSTITUTION_ ROLES_PK1 INT (4) N The primary key that identifies an Organization Constituency in the INSTITUTION_ROLES table. ROW_STATUS NUMERIC (5) Y Sets the value of the record to one of the following: Enabled: Normal access to the record. Disabled: Record is visible in some areas of the UI, but may not be changed or accessed. Deleted: Record is scheduled to be deleted. DATA_SRC_PK1 INT (4) Y References the PK1 (Primary Key) attribute of the DATA_ SOURCE table. DTMODIFIED DATETIME (8) Y The date the relationship between the user and the Organization Constituency was last edited. APPLICATION Applications are the tools and features that appear in Blackboard Learn. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 158 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > APPLICATION Data Type and Constraints Null? INT (4) N Unique identifier for each record. (Primary Key) APPLICATION VARCHAR (64) N Internal system identifier. LARGE_ICON VARCHAR (255) Y Location of the image to display with the application if large icons are used. PLUGINS_PK1 INT (4) Y References the PK1 (Primary Key) attribute of the PLUGINS table. ENABLED_ MASK SSL_IND INT (4) Y Determines whether or not the tool is enabled. CHAR (1) Y or N N Displays whether or not SSL is enabled for the application. RELABEL_IND CHAR (1) Y or N N Displays whether or not the application can be renamed. LABEL NVARCHAR (255) Y Name of the application as it appears in the user interface. SMALL_ICON VARCHAR (255) Y Location of the image to display with the application if small icons are used. TYPE VARCHAR (20) Y Defines the application as a Course application, System (Portal) application, or Shared application. DESCRIPTION NTEXT (16) Y A description of the application. ALLOW_ GUEST_MASK ALLOW_ OBSERVER_ MASK NAME INT (4) Y Determines whether or not Guests can access. INT (4) Y Determines whether or not Observers can access the application. NVARCHAR (64) Y This field displays the name of the function or tool. CAN_ RELABEL_IND CHAR (1) Y or N Y Determines whether or not the name of the application can be changed by an Instructor or Administrator. CAN_ALLOW_ GUEST_IND CHAR (1) Y or N Y Determines whether or not the Instructor can control Guest access to the feature or tool. CAN_ALLOW_ OBSERVER_ IND CAN_ CONFIGURE_ IND CONFIGURE_ URL CHAR (1) Y or N Y Determines whether or not the Instructor can control Observer access to the feature or tool. CHAR (1) Y or N Y Signifies if the tool is configured through an outside Web site. This only applies to Building Blocks tools. VARCHAR (1000) Y The URL used to configure the tool. Attribute PK1 Description Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 159 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > NAVIGATION_ITEM NAVIGATION_ITEM Data Type and Constraints Attribute PK1 Null? Description INT (4) N Unique identifier for each record. (Primary Key) APPLICATION NVARCHAR (64) Y Application accessed through the navigation item INTERNAL_ HANDLE VARCHAR (255) N Unique identifier. ENTITLEMENT_ UID VARCHAR (255) Y Defines the entitlement required to access the item. FAMILY VARCHAR (255) Y Top level for groupings of navigation items. HREF VARCHAR (2550 Y Address of the application in the file system. ENABLED_MASK INT (4) Y Determines if the item is enabled in a Course, the system, or an Department. COMPONENT_ TYPE VARCHAR (20) Y Groups items under the Sub-Group heading. NAVIGATION_ TYPE VARCHAR (20) Y Course or System Determines whether the navigation item is available in Courses or through the portal. SRC VARCHAR (255) Y Image or icon connected to the navigation item. LABEL VARCHAR (255) Y Name of the navigation item as it appears within the system. DESCRIPTION VARCHAR (3900) Y Description of the navigation item as it appears in the system. SUB_GROUP VARCHAR (255) Y Groups navigation items under the Family heading. POSITION INT (4) Y Order that the navigation item appears in the system in relation to other items in the same grouping. LAUNCH_IND CHAR (1) Y or N Y Determines whether or not to launch the application in a separate browser window. REDIRECT_URL VARCHAR (255) Y Some navigation items, such as the Lost Password page, may be redirected. If allowed, the redirected URL appears in this field. USER_LABEL NVARCHAR (255) Y Customized label. VISIBLE_IND CHAR (1) Y Determines whether or not the item is visible to users. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 160 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > USERS USERS Data Type and Constraints Attribute PK1 Null? Description INT (4) N Unique identifier for each record. (Primary Key) CITY NVARCHAR (50) Y City of the users address. DATA_SRC_PK1 INT (4) Y References the PK1 (Primary Key) attribute of the DATA_ SOURCE table. SYSTEM_ROLE CHAR (1) N One character identifier of the Administrator Constituency assigned to the User. Z=System Administrator A=User Administrator C=Course Administrator H=System Support N=None O=Observer R=Support U=Guest SOS_ID_PK2 INT (4) N Not in use. DTCREATED DATETIME (8) N Date the user was created in the system. DTMODIFIED DATETIME (8) Y Last date that the user record was edited in the system. ROW_STATUS NUMERIC (5) N Sets the value of the record to one of the following: Enabled: Normal access to the record. Disabled: Record is visible in some areas of the UI, but may not be changed or accessed. Deleted: Record is scheduled to be removed. BATCH_UID NVARCHAR (64) Y Unique identifier within the database. USER_ID NVARCHAR (50) N Username. PASSWD VARCHAR (32) N The user's password. FIRSTNAME NVARCHAR (100) N The first name of the user. MIDDLENAME NVARCHAR (100) Y The middle name of the user. LASTNAME NVARCHAR (100) N The last name of the user. GENDER CHAR (1) F or M Y The sex of the user. EDUC_LEVEL NUMERIC (5) Y Highest level of education achieved by the user. BIRTHDATE DATETIME (8) Y The user's date of birth. TITLE NVARCHAR (100) Y A title in the user's name (for example, Mr. or Dr.). STUDENT_ID NVARCHAR (100) Y Users Student ID as assigned by the Organization. Uniqueness is not enforced on this field, it is used to store information only. EMAIL VARCHAR (100) Y The Users email address. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 161 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > USERS Data Type and Constraints Attribute JOB_TITLE Null? Description NVARCHAR (100) Y The users job title. DEPARTMENT NVARCHAR (100) Y Department, section, or area where the User works. COMPANY NVARCHAR (100) Y Company for which the user works. STREET_1 NVARCHAR (100) Y Street in the users address. INSTITUTION_ ROLES_PK1 INT (4) N References the PK1 (Primary Key) attribute of the INSTITUTION_ROLES table. STREET_2 NVARCHAR (100) Y Another line for Street in the users address. STATE NVARCHAR (50) Y State in the users address. ZIP_CODE NVARCHAR (50) Y ZIP code in the Users address. COUNTRY NVARCHAR (50) Y Country in the Users address. B_PHONE_1 NVARCHAR (50) Y The user's business phone number. B_PHONE_2 NVARCHAR (50) Y A second line for another business phone number. H_PHONE_1 NVARCHAR (50) Y The Users home phone number. H_PHONE_2 NVARCHAR (50) Y A second line for another home phone number. M_PHONE NVARCHAR (50) Y The user's mobile phone number. B_FAX NVARCHAR (50) Y The users business fax number. H_FAX NVARCHAR (50) Y The users home fax number. WEBPAGE VARCHAR (100) Y The URL for the Users Web page. SETTINGS NTEXT (16) Y Text box with info about the user. COMMERCE_ ROLE INT (4) Y This field relates to a Blackboard.com value. It is only relevant in the context of Blackboard.com. CDROMDRIVE_ PC CHAR (1) Y One character identifying the drive of the CD-ROM drive on the user's personal computer. CDROMDRIVE_ MAC NVARCHAR (20) Y Name of the CD-ROM drive on the user's computer, if using an Apple® Macintosh®. PUBLIC_IND CHAR (1) Y or N N Determines whether or not the user's personal information is displayed in the User Directory. ADDRESS_IND CHAR (1) Y or N N Determines if the user's home address will be displayed in the User Directory. PHONE_IND CHAR (1) Y N Determines if home phone, fax, or cell phone numbers Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 162 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > USERS Data Type and Constraints Null? Attribute Description or N will be displayed in the User Directory. WORK_IND CHAR (1) Y or N N Determines if work contact information (company, department, title, phone, and fax) will be displayed in the User Directory. EMAIL_IND CHAR (1) Y or N N Determines if the users email address will be displayed in the User Directory. AVAILABLE_ IND CHAR (1) Y or N N User account availability within the system. LAST_LOGIN_ DATE DATETIME (8) Y Last date that the user logged into the system. IM_TYPE NVARCHAR (64) Y This field is not used to store data. IM_ACCOUNT NVARCHAR (64) Y This field is not used to store data. CARD_NUMBER VARCHAR (100) Y The card number associated with the user's Blackboard Transact Campus Card. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 163 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > COURSE_MAIN COURSE_MAIN Data Type and Constraints Attribute PK1 Null? Description BUTTONSTYLES_PK1 INT (1) N Unique identifier for each record. (Primary Key) INT (4) Y References the PK1 (Primary Key) attribute of the BUTTONSTYLES table. CARTRIDGE_PK1 INT (4) Y References the PK1 (Primary Key) attribute of the CARTRIDGE table. CLASSIFICATIONS_ PK1 INT (4) Y References the PK1 (Primary Key) attribute of the CLASSIFICATIONS table. DATA_SRC_PK1 INT (4) Y References the PK1 (Primary Key) attribute of the DATA_SOURCE table. SOS_ID_PK2 INT (4) Y Not in use. DTCREATED DATETIME (8) N Date the Course was created in the system. DTMODIFIED DATETIME (8) Y Last date that the Course was edited in the system. COURSE_NAME NVARCHAR (255) N Complete title of the Course. COURSE_ID VARCHAR (50) N Short name used by the Organization to uniquely identify the Course (for example, math101 _F99). COURSE_DESC NTEXT(16) Y Complete description of the Course. ROW_STATUS NUMERIC (5) Y Sets the value of the record to one of the following: Enabled: Normal access to the record. Disabled: Record is visible in some areas of the UI, but may not be changed or accessed. Deleted: Record is scheduled to be deleted. BATCH_UID NVARCHAR (64) Y Unique identifier. ENROLL_OPTION CHAR (1) E,I, or S Y Establishes the enrollment policy for the Course. The options are email request for enrollment, selfenroll for Students to enroll themselves, and Instructor-enroll to allow Instructors to completely control enrollment. DURATION CHAR (1) Y Schedules enrollment window. Options are: Continuous: The Course is always accessible. Range: The Course is accessible in the days between one date and another. Either the beginning date or the end date can be left open-ended to make a Course accessible from a certain date or until a certain date. Fixed: The Course is accessible for a set number of days. PACE CHAR (1) S, or I Y Indicates if the Course is Instructor-led or self-paced according to the Student. SERVICE_LEVEL CHAR (1) Y Determines Course or Department. ABS_LIMIT NUMERIC (9) Y Handles the disk quota absolute limit on content. The content in the Course may not exceed this limit. Expressed in bytes. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 164 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > COURSE_MAIN Data Type and Constraints Attribute SOFT_LIMIT Null? Description NUMERIC (9) Y Handles the disk quota soft limit on content. Instructors receive a warning email when this limit is exceeded. Expressed in bytes. UPLOAD_LIMIT NUMERIC (9) Y Handles the disk quota limit on uploads. Expressed in bytes. START_DATE DATETIME (8) Y Date on which access to the Course section begins. END_DATE DATETIME (8) Y Date on which access to the Course ends. ENROLL_START_ DATE DATETIME (8) Y Date that enrollment may begin. ENROLL_END_DATE DATETIME (8) Y Date that enrollment is no longer available to Students. DAYS_OF_USE NUMERIC (5) Y Number of days that Students may access the Course after enrollment. Useful for self-paced learning. FEE NUMERIC (9) Y Fee for the Course. ENROLL_ACCESS_ CODE NVARCHAR (50) Y Password needed to enroll in the Course. BANNER_URL VARCHAR (100) Y Link to an image that will display at the top of the Course. INSTITUTION_NAME NVARCHAR (255) Y The name of the Organization. REG_LEVEL_IND CHAR (1) Y or N N This field is used for the Blackboard.com service. It has not relevance outside of the Blackboard.com site. NAVIGATION_STYLE VARCHAR (20) Y Determines whether the Course Menu uses buttons or text links. TEXTCOLOR VARCHAR (20) Y Color used for text in the Course Menu. BACKGROUND_COLOR VARCHAR (20) Y Color used for the background of the Course Menu. COLLAPSIBLE_IND CHAR (1) N Determines whether or not the Course Menu can be consolidated to show just the top headings or expanded to show subheads. ALLOW_GUEST_IND CHAR (1) Y or N N Allows guest access to the Course. LOCKOUT_IND CHAR (1) Y or N N Indicates if access to the Course or Department has been restricted. If set to Y access to the Course or Department will be restricted based on the END_ DATE and START_DATE. DESC_PAGE_IND CHAR (1) Y or N N Determines whether or not to display description information in the Course or Department catalog. AVAILABLE_IND CHAR (1) Y or N N Establishes Course or Department availability. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 165 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > DATA_SOURCE Data Type and Constraints Attribute ALLOW_OBSERVER_ IND LOWER_COURSE_ID Null? Description CHAR (1) Y or N N Determines whether or not Observers are allowed in the Course. VARCHAR (50) Y Lowercase version of Course ID used by the system for searches (guarantee a find). DATA_SOURCE Data Type and Constraints Attribute PK1 Null? Description INT (4) N Unique identifier for each record. (Primary Key) DTMODIFIED DATETIME (8) Y The date the data source was last edited. ROW_STATUS NUMERIC (5) N Sets the value of the record to one of the following: Enabled: Normal access to the record. Disabled: Record is visible in some areas of the UI, but may not be changed or accessed. Deleted: Record is scheduled to be deleted. BATCH_UID NVARCHAR (64) Y Unique identifier. DESCRIPTION NVARCHAR (128) Y Description of the data source. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 166 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > SYSTEM_TRACKING SYSTEM_TRACKING Attribute PK1 Data Type and Constraints Null? Description INT (4) N Unique identifier for each record. (Primary Key) TIMESTAMP DATETIME (8) Y Date and time that the statistics were gathered. COURSES NUMERIC (9) Y Total number of Courses in the system. ACTIVECOURSES NUMERIC (9) Y Total number of active Courses in the system. An active Course is one that has been accessed in the last 30 days. CARTRIDGES NUMERIC (9) Y Total number of Course Cartridges used in the system. DEPARTMENTS NUMERIC (9) Y Total number of Departments in the system. ACTIVEDEPARTMENTS NUMERIC (9) Y Total number of active Departments in the system. ACTIVEUSERS NUMERIC (9) Y Total number of active users in the system. An active user has accessed the system within the last 30 days. Users disabled through the Snapshot tool are still considered active if he or she has accessed the Course in the last 30 days. USERS NUMERIC (9) Y Total number of users in the system. USERS_Z NUMERIC (9) Y Total number of users with an Administrative User Constituency of Z (default name: System Admin). USERS_A NUMERIC (9) Y Total number of users with an Administrative User Constituency of A (default name: User Administrator). USERS_C NUMERIC (9) Y Total number of users with an Administrative User Constituency of C (default name: Course Administrator). USERS_H NUMERIC (9) Y Total number of users with an Administrative User Constituency of H (default name: System Support). USERS_N NUMERIC (9) Y Total number of users with an Administrative User Constituency of N (default name: None). USERS_O NUMERIC (9) Y Total number of users with an Administrative User Constituency of O (default name: Observer). USERS_R NUMERIC (9) Y Total number of users with an Administrative User Constituency of R (default name: Support). USERS_U NUMERIC (9) Y Total number of users with an Administrative User Constituency of U (default name: Guest). ACTIVE_COURSE_ USERS NUMERIC (9) Y Total number of active users (includes enrollments as well as staff exercises). Active Course users are those enrolled users that have accessed the Course in the past 30 days. COURSE_USERS_B NUMERIC (9) Y Total number of users with a Course Constituency of B (default name: Course Builder). COURSE_USERS_G NUMERIC Y Total number of users with a Course Constituency of Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 167 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > SYSTEM_TRACKING Attribute Data Type and Constraints Null? Description (9) G (default name: Evaluator). COURSE_USERS_P NUMERIC (9) Y Total number of users with a Course Constituency of P (default name: Instructor). COURSE_USERS_S NUMERIC (9) Y Total number of users with a Course Constituency of S (default name: Student). COURSE_USERS_T NUMERIC (9) Y Total number of users with a Course Constituency of T (default name: Teachers Assistant). COURSE_USERS_U NUMERIC (9) Y Total number of users with a Course Constituency of U (default name: Guest). INST_USERS_1 NUMERIC (9) Y Total number of users with an Organization Constituency of 1 (default name: Student). INST_USERS_2 NUMERIC (9) Y Total number of users with an Organization Constituency of 2 (default name: Faculty). INST_USERS_3 NUMERIC (9) Y Total number of users with an Organization Constituency of 3 (default name: Staff). INST_USERS_4 NUMERIC (9) Y Total number of users with an Organization Constituency of 4 (default name: Alumni). INST_USERS_5 NUMERIC (9) Y Total number of users with an Organization Constituency of 5 (default name: Prospective Student). INST_USERS_6 NUMERIC (9) Y Total number of users with an Organization Constituency of 6 (default name: Guest). INST_USERS_7 NUMERIC (9) Y Total number of users with an Organization Constituency of 7 (default name: Other). INST_USERS_8 NUMERIC (9) Y Total number of users with an Organization Constituency of 8 (default name: Observer). INST_USERS_9 NUMERIC (9) Y Total number of users with an Organization Constituency of 9 (default name: Constituency 9). INST_USERS_10 NUMERIC (9) Y Total number of users with an Organization Constituency of 10 (default name: Constituency 10). INST_USERS_11 NUMERIC (9) Y Total number of users with an Organization Constituency of 11 (default name: Constituency 11). INST_USERS_12 NUMERIC (9) Y Total number of users with an Organization Constituency of 12 (default name: Constituency 12). INST_USERS_13 NUMERIC (9) Y Total number of users with an Organization Constituency of 13 (default name: Constituency 13). INST_USERS_14 NUMERIC (9) Y Total number of users with an Organization Constituency of 14 (default name: Constituency 14). INST_USERS_15 NUMERIC (9) Y Total number of users with an Organization Constituency of 15 (default name: Constituency 15). INST_USERS_16 NUMERIC (9) Y Total number of users with an Organization Constituency of 16 (default name: Constituency 16). INST_USERS_17 NUMERIC (9) Y Total number of users with an Organization Constituency of 17 (default name: Constituency 17). INST_USERS_18 NUMERIC (9) Y Total number of users with an Organization Constituency of 18 (default name: Constituency 18). INST_USERS_19 NUMERIC Y Total number of users with an Organization Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 168 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Database Attribute Reports > SYSTEM_TRACKING Attribute Data Type and Constraints Null? Description (9) Constituency of 19 (default name: Constituency 19). INST_USERS_20 NUMERIC (9) Y Total number of users with an Organization Constituency of 20 (default name: Constituency 20). PAGE_VIEWS NUMERIC (9) Y Total number of page views to date. A page view is any request for a page that occurs outside of a Course or Department. SESSIONS NUMERIC (9) Y Number of open sessions. COURSE_PAGE_VIEWS NUMERIC (9) Y Total number of course page views to date. The Course page view is a request for a page that occurs within a Course or Department. SYSTEMEXTENSIONS NUMERIC (9) Y Total number of Building Blocks. LOGIN_ATTEMPTS_ SUCCESS NUMERIC (9) Y Total number of successful login attempts. LOGIN_ATTEMPTS_ FAILURE NUMERIC (9) Y Total number of failed login attempts. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 169 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Advanced System Reports > Function Running Advanced System Reports Advanced System Reporting enables Organizations to do robust reporting to understand how their system is being used. Data from predefined fields in a separate database is used to create and tailor reports to meet specific needs. These reports assist in understanding and analyzing use of the system and can report information such as when different types of users access the system, how they use the system, and if the system improves Student performance. Librarians can discover how Content Collection items are being used, including information such as how many links exist to each item, from which Courses, the frequency of access to those items and the last date of access. Function Data is transferred nightly into a separate reporting database. The name of the database is the name of the Virtual Installation appended with stats. The base Virtual Installation that appears in all implementations of Blackboard Learn, bb_bb60, has the stats database bb_bb60_stats to handle Advanced System Reporting. Schedule the data transfer so that it occurs at a low-traffic time of the night and is properly coordinated with Snapshot loading or other integration processes. Administrators have open access to this database so that they can develop reports to suit their Organization’s needs. Data The data that is transferred to the statistics database is a sub-set of the data that is located on the production database. It has a different schema from the data on the production database. Administrators have open access to the statistics database to use for analysis and creating reports. Installation and Setup Advanced System Reporting is set up automatically when Blackboard Learn is installed. The Enable Event Tracking option must be set to Yes on the Auto-Reporting Options page before Statistics will be recorded. Purging Data in the Databases Every day an automatic process runs that synchronizes the data in the stats database with the data in the main database and then deletes the statistical data from the main database that is more than 180 days old. This process can be run at any time using the PurgeAccumulator tool. The PurgeAccumulator tool can also be used to delete data from the statistics database. Note Administrators may modify the length of time that statistical data is kept in the main database. This is changed by editing the days_to_keep value in the config/bb-tasks.xml file. The PurgeAccumulator tool is installed as part of Blackboard Learn. It is run from the $blackboard/tools/admin directory. Syntax: PurgeAccumulator command Virtual_Installation days_or_date Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 170 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Advanced System Reports > Purging Data in the Databases Argument command Description Virtual_ Installation Provide the name of the main database (bbuid) of the Virtual Installation to be purged. days_or_date The number of days (from the current date) that should not be processed by the PurgeAccumulator tool. It is also possible to set a date in yyyy-mm-dd format. Only data older than the date will be purged. purge-live –Takes data from Blackboard database and syncs with tables in the statistics database. After synching, it purges statistical data in the main database that is older than the number of days or date set. purge-stats – goes to stats DB and purges all data older than the last x days or older than a specific date. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 171 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Auto-Reporting Options > How to Set Auto-Reporting Options Setting Auto-Reporting Options Auto-reporting sends system updates to a secure Blackboard server automatically. Blackboard Support uses this information to assist the Administrator in maintaining Blackboard Learn. In addition, Administrators can turn off the event tracking that generates reports on activity in Blackboard Learn from this page. How to Set Auto-Reporting Options 1. On the Administrator Panel, under Tools and Utilities, click System Reporting. 2. Click Auto-reporting Options. 3. To automatically send system data updates to a secure Blackboard Learn server, click Yes in the Auto-Reporting field. Following are the benefits of autoreporting: l Assist in capacity planning with Blackboard Learn for future growth. l Notification from Blackboard Learn when a patch or upgrade is available. l Assist system maintenance with the help of Blackboard Support staff. Note If Auto-Reporting is turned off, no data will still be sent to the Blackboard Learn database. 4. To turn off tracking and reporting of user actions through System Reporting and Advanced System Reporting, select No in the Enable Event Tracking field. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 172 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Sending System Statistics to Blackboard Support > How to Send System Statistics Sending System Statistics to Blackboard Support Email system statistics to Blackboard from the Send System Statistics to Blackboard page. Blackboard Support staff use system statistics to help troubleshoot problems. How to Send System Statistics 1. On the Administrator Panel, under Tool and Utilities, click System Reporting. 2. Click Send System Statistics to Blackboard. The following table describes the available fields. Field Description Edit Statistics Message To Displays the email address at Blackboard that will receive system statistics. This field is display only. From Displays the email address of the Administrator. This field is display only. Subject Displays a subject for the message. This field populates with the default subject 'Site Statistics Attached'. Message Provide a message to Blackboard to send along with the attached statistics. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 173 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About System Information > How to View System Information Page About System Information The System Information page displays the date that Blackboard Learn was installed, the last date Blackboard Learn was upgraded, and the current version of installed components. This information is useful in determining if the system is running the latest patch or upgrade release. How to View System Information Page 1. On the Administrator Panel, under Tools and Utilities, click System Configuration 2. Click System Information. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 174 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Registration Information > How to Edit Registration Information Editing Registration Information Administrators view and edit the registration information provided at installation through the Registration Information page. Click Submit after making any changes to send new registration information to Blackboard. How to Edit Registration Information 1. On the Administrator Panel, under Tools and Utilities, click System Configuration. 2. Click Registration Information from the System Configuration page. The following table describes the available fields. Field Description Edit Registration Information Name Displays the name of the Organization. City Displays the city of the Organization. State Displays the state of the Organization. ZIP Code Displays the ZIP Code of the Organization. Country Displays the country of the Organization. Organization Type Displays the Organization type. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 175 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Viewing System Performance Settings > How to View System Performance Settings Viewing System Performance Settings The System Performance Settings page displays the server settings that determine performance. Performance settings can be tuned by editing a properties file and running a command line tool. How to View System Performance Settings 1. On the Administrator Panel, under Tools and Utilities, click System Configuration. 2. Click System Performance Settings. Each setting is listed with its value. This information can be critical when troubleshooting performance issues. Click on a setting to display a short definition. 3. To make changes to the performance settings, edit the bbconfig.properties file and then run PushConfigUpdates to activate the changes. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 176 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Sending Email > How to Send Email Sending Email Blackboard Learn includes an email function for Administrators to quickly email sets of users: l All Instructors l All Students l All Users After the recipients are determined, all messages are created the same way. How to Send Email 1. On the Administrator Panel, under Tools and Utilities, click Email. 2. Click All Instructors, All students, or All Users. The following table describes the available fields. Field Description Enter Message Details To Displays the group of users to receive the message. From Displays the address of the sender. Subject Provide a subject for the email message. Message Provide the text of the message. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 177 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Announcements > How to Manage Announcements Managing Announcements Administrators add, edit, and delete important messages from the Organization on the Announcements page. Messages posted from the Announcements function on the Administrator Panel can be set to appear in: l The Announcements section of every Course and Department l The My Announcements portal module l The Announcements tool in the portal Tool Panel How to Manage Announcements On the Administrator Panel, under Tools and Utilities, click Announcements. The following table describes the available tasks. To . . . click . . . add an announcement Create Announcement. edit an announcement Edit in the contextual menu for the announcement title. delete an announcement Delete in the contextual menu for the announcement title. A confirmation window will appear. This action is irreversible. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 178 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing an Announcement > How to Create or Edit an Announcement Creating or Editing an Announcement The pages for adding and editing an Announcement contain the same fields and functions. The page for adding an Announcement opens with empty fields while the page for editing an Announcement opens with the fields populated with information on a specific Announcement. How to Create or Edit an Announcement 1. On the Administrator Panel, under Tools and Utilities, click Announcements. 2. Click Create Announcement or click Edit in the contextual menu for a specific announcement. The following table describes the available fields. Field Description Announcement Information Subject [r] Provide a subject for the message. Message Provide the body of the announcement. Web Announcement Options Duration Select Permanent to create a permanent Announcement. This Announcement is automatically displayed after the time and date it is created. Select Date Restricted to define the display dates. Select Date Restrictions This field displays only if you select Date Restricted in the Duration field. Select the Display After check box to make the Announcement available on a certain date and time. Set the date and time by typing the values or clicking the calendar or clock pickers. Select the Display Until check box to stop displaying the Announcement after a certain date and time. Set the date and time by typing the values or clicking the calendar or clock pickers. Show at Login Select Yes or No to make the Announcement display on the Login page. Show in Courses and Departments Select Yes or No to make the Announcement display on the Courses page. Blackboard Connect SMS Options These options are available only when Blackboard Learn has a valid and active integration with Blackboard Connect. Blackboard Connect is not available with Blackboard Learn - Basic Edition. Immediate SMS Copy To send the announcement as an SMS message via Blackboard Connect, select the Send above Announcement to subscribers via SMS check box. The SMS messages will not be sent if the announcement is set to display on the web at a later date. SMS messages are limited to 130 characters. SMS Announcement Text Provide the text of the SMS message. Blackboard Connect Text-to-Voice Options These options are available only when Blackboard Learn has a valid and active integration with Blackboard Connect. Blackboard Connect is not available with Blackboard Learn - Basic Edition. Immediate Read Aloud Copy To read the announcement aloud via Blackboard Connect Textto-Voice, select the Read aloud via Text-to-Voice check box. To Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 179 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing an Announcement > Announcement Display Field Description read aloud the original announcement text, click Read announcement text. To provide a custom message to be read aloud, click Compose custom message and provide the text of the Text-to-Voice message. The Text-to-Voice messages will not be sent if the announcement is set to display on the web at a later date. Pronunciation Key The pronunciation key affects how the Text-to-Voice system pronounces the words in the announcement subject and message. Click either English Pronunciation Key or Spanish Pronunciation Key. 3. Click Submit. Announcement Display The following is the order in which Announcements are displayed in the My Announcements module on the My Organization tab l Permanent Organization Announcements are displayed first. l Organization Announcements that fall into the display range appear next. l Permanent Course and Department Announcements display next. l Course and Department Announcements that fall into the display range are listed last. Within each of the above categories, Announcements are displayed in order of creation. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 180 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing the Organization Calendar > How to Manage the Organization Calendar Managing the Organization Calendar Administrators manage Organization events through the Organization Calendar. Upcoming and past events can be viewed daily, weekly, or monthly. An event posted to the Organization Calendar will display in all Calendars system-wide. How to Manage the Organization Calendar On the Administrator Panel, under Tools and Utilities, click Calendar. The following table describes the available tasks. To . . . click . . . create an event and add it to the calendar Create Organization Event. view events for a specific date and time Jump To to access the Calendar Quick Jump menu. From here, select a date and time and the calendar will immediately display events for that time. view events by day, week, or month the appropriate link on the top right of the page to view events for the current day, current week, current month, or current year. view previous or future events the arrows to the left of the current day, week, month, or year. Click on the arrows to the right to view future events. view event details a calendar event. modify an event Edit in the contextual menu for the event. delete an event Delete in the contextual menu for the event to remove it from the calendar. This action is irreversible. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 181 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing Calendar Events > How to Create or Edit a Calendar Event Creating or Editing Calendar Events The Add or Edit Calendar Event pages contain the same fields and functions almost the same way. The Add Calendar Event page opens with empty fields while the Edit Calendar Event page opens with the fields populated with information on a specific event. How to Create or Edit a Calendar Event 1. On the Administrator Panel, under Tool and Utilities, click Calendar. 2. Click Create Organization Event or click Edit in the contextual menu for an event. The following table describes the available fields. Field Description Event Information Event Name Provide the title of the event. Event Description Provide a description of the event. Event Time Event Date Provide the date of the event or click the icon to select a date from the calendar interface. Event Start Time Provide the time the event will begin or click the icon to select the time from the clock interface. Event End Time Provide the time the event will end or click the icon to select the time from the clock interface. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 182 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Using Calendar Quick Jump > How to Use Calendar Quick Jump Using Calendar Quick Jump The Calendar Quick Jump page allows Administrators to quickly access a portion of the Calendar. Quick Jump is useful when looking for events planned for months in advance of the current date. How to Use Calendar Quick Jump 1. On the Administrator Panel, under Tools and Utilities, click Calendar. 2. Click Jump To. 3. In the Select a Date field, type the date to jump to or click the icon to select a date from the calendar interface. 4. Select the Type of view. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 183 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Messages > How to Use Calendar Quick Jump About Messages The Messages feature gives each Course a private and secure system for communication that functions similar to email. Keep in mind that Messages cannot be sent or received outside of the users in the Course. Messages are usually accessed through the Communications area of a Course. Although, as with most features, the Instructor can restrict access or change the layout of the Course Menu so that Messages are accessible directly. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 184 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Messaging Options > How to Set Messaging Options Messaging Options Administrators can choose to allow or not allow users to include file attachments with messages and to allow or not allow users to create personal folders. Disabling these functions may help save disk space and prevent Users from using Messages to store content. By default, Users may not add file attachments to messages and users may not create personal folders. How to Set Messaging Options On the Administrator Panel, under Tools and Utilities, click Messages. The following table describes the available fields. Field Description Messages Tool Options File Attachments Select the check box to allow users to attach files to messages. Personal Folders Select the check box to allow users to create personal folders for storing messages. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 185 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Notifications > How to Set Messaging Options About Notifications Blackboard Learn produces timely Notifications of what is happening in a user's Courses, including newly available content and surveys, exercise and test due dates. Notifications are not available for Blackboard Learn - Basic Edition. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 186 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Notifications Options > Prerequisites Setting Notifications Options Administrators can control the email format, individual or daily digest, and the number of days before the removal of a notification. Prerequisites There are a few things to know about this feature: l The Administrator must turn on Notifications before any Course Notification data is collected. l Users can decide on a Course-by-Course basis which types of Notifications they want to receive and whether or not they want to receive them by email. l Users can control how long to keep old Notifications. How to Set General Notification Options 1. On the Administrator Panel, under Tools and Utilities, click Notifications. The following table describes the basic fields available. Field Description System Availability Notification Collection [r] Controls the availability of notifications. If set to Disabled, notifications will be turned off completely and no events that occur while notifications are disabled will be recorded. Email Settings Send email notifications as Send daily email digest at [r] Choose how the notifications are to be sent via email: l None: No messages sent. l Individual Messages: Each notification is contained in a separate message. l Daily Email Digest: All notifications for a single day are contained in a single message. l Allow User Choice (then choose the Default Email Format: Individual or Digest Provide a time for the daily email digest to be sent. Notification Cleanup This setting applies to the web modules in the dashboard. Remove notifications more than [r] Controls the number of days to keep individual notifications on the web modules. Notifications older than the specified number of days will be removed. To have notifications removed from the system more quickly, lower this setting. Use this setting with caution. Deleted notifications cannot be retrieved, nor easily reissued. 2. If Blackboard Learn has a valid and active integration with Blackboard Connect, which is licensed separately from Blackboard Learn, the following fields are also available. Note Blackboard Connect is not available with Blackboard Learn - Basic Edition. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 187 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Notifications Options > How to Set General Notification Options Field Description Blackboard Connect SMS Options SMS delivery enabled If Yes is selected, SMS Messages will be sent to users who have chosen to receive these notifications. If a notification message contains any character not supported by SMS messaging, the entire message will be sent in English. Users must have a valid, SMS-capable phone number stored in their personal information to receive notifications via SMS. Blackboard Connect Text-to-Voice Options Text-toVoice delivery enabled If Yes is selected, Text-to-Voice Messages will be sent to users who have chosen to receive these notifications. This option is available only when the system default Language Pack is set to English or Spanish. Users must have a valid phone number stored with their personal information to receive notifications via Text-to-Voice. Telephone delivery time frame Define the time frame in which SMS and Text-to-Voice notification messages can be sent. Notification messages that are generated outside of the delivery time frame will be held until the next time frame begins. These parameters will not affect e-mail or web notifications, or system announcements sent by telephone. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 188 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About the Notifications System > When Notifications are Created About the Notifications System The Notification System is a framework for the delivery of notifications to Blackboard Learn users. When an event occurs in the system (such as an exercise is created, a survey is submitted, or a test is overdue, the Notification System informs all the users that need (and want) to know using one or more of available notification methods. For a complete list of the available notifications, see Notification Types. The first and most important thing to understand about this system is that all enabled notifications are generated automatically whenever their associated event occurs. For example, when an instructor creates an exercise and makes it available to his students, the system automatically creates the appropriate notifications. This requires no action by the Instructor. Once generated, notifications are immediately visible to their recipients on the notification modules, which are user interface elements that display notification details for individual users. These modules appear on Course homepages where they display a user's notifications for that particular course. If the community engagement capabilities have been licensed, notifications across all courses display in the additional Notifications Dashboard. The system can also distribute notifications by email and other distribution mechanisms. Distribution is disabled by default. When enabled, it sends out notifications periodically according to a configurable schedule. For more information, see the Notifications Distribution Task. Within the parameters set by the administrators, individual users can configure which notifications they receive and choose how they want to receive their notifications. When Notifications are Created Broadly speaking, notifications are created under two circumstances: 1. Immediately in response to a real-time event. Such as when an exercise is created, a test is evaluated, or a survey is submitted. Generally speaking, these events create a single notification. 2. When a user is added to a course. This does not create new events, but instead appends new recipients to existing events. 3. In response to some kind of content exchange event. Such as when a course is imported or copied or users are added to an existing course using Snapshot. These events generally lead to the creation of a multiple events, which are referred to generally as mass notifications. Of these, the mass notification mechanism is by far the most complex. For more information, see Mass Notifications. How Notifications are Made Available Notifications can be made available to recipients in two ways: 1. Online: Notifications can appear in course home pages and, if the community engagement capabilities have been licensed, in the Notifications Dashboard, which is a system-level page that displays a user's notifications across all courses. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 189 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About the Notifications System > How Notifications are Prioritized 2. Distributions: Notifications can be sent through one or more distribution mechanisms. In most cases, through email. Notifications appear online in the notification modules as soon as they are available. The time line is subject to the cache settings. For more information, see Notifications Cache. Distributions occur on a periodic basis according to several configurable variables. For information about those variables, see the Notifications Distribution Task. Again, all of these notifications will be created by default and automatically. For example, when an instructor creates an exercise with a due date, the Exercise Available and Exercise Due notifications will be sent automatically to all students in the course. How Notifications are Prioritized Notifications are distributed based on three levels of prioritization: 1. Notifications for new Course enrollments. Students will receive a notification telling them in which Course they are enrolled. 2. Notifications containing a due date, such as for an Exercise. 3. Notifications not containing a due date, such as for a Discussion Board post. Notifications are processed in the above order, and then by due date closest to the current day. When Notifications are Made Available Notifications are displayed in a user's notification modules and scheduled for distribution as soon as their associated items are available. This means that: l If the item has a start date, the notification is held until that start date arrives. If the item has an end date, the notification disappears after that date. l If the item (or the folder that contains it) has Adaptive Release rules associated with it, the notification is not made available until those rules are met. l If the item has no start date (or a start date in the past) and no Adaptive Release rules associated with it (or the Adaptive Release rules have already been satisfied), the notification is immediately made available. Who Notifications are Sent To Notification Types lists all of the parties who receive these notifications, but keep a couple of things in mind: l l Some notifications are group-aware. When they are issued in a group context, they are sent only to the members of that group. These include: o Exercise Available o Exercise Submitted o Exercise Submitted Late All Due notifications change into Overdue notifications after their due date passes. For information about how this occurs, see the Notifications Stale Data Task. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 190 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About the Notifications System > Who Notifications are Sent To l All of these notifications can be turned off individually at two levels: o At the course/org administrative level, that is, for the system as a whole o At the individual user level Note The Course/Department Available notification cannot be turned off at any level. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 191 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Categories > Who Notifications are Sent To Notification Categories Notifications are divided into several categories, each of which corresponds roughly to a Blackboard Learn subsystem. The following table lists those subsystems and the notifications that are generated for each. Catgeory Notifications Course Announcements Announcement Available Exercises Exercise Available Exercise Submitted Exercise Submitted Late Exercise Due Exercise Past Due Content Content Item Available Course Course/Department Available Results Center Attempt Edited Item Evaluated Result Cleared Item Due Item Past Due Survey Survey Submitted Survey Due Survey Available Survey Overdue Tests Test Available Test Submitted Test Submitted Late Test Due Test Overdue Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 192 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Types > Who Notifications are Sent To Notification Types The following table lists all of the notifications that the system can produce, along with the users who will receive them and under which circumstances. It also lists the module in which each notification appears. Important Events Recipients Module Description Announcement Available Course instructors and students No What's New Issued when an announcement is created. If the instructor chooses to override user notification settings when creating the announcement, the notification will ignore any user settings that may preclude its delivery and will be delivered immediately. Content Item Available Courses instructors and students Yes What's New One of the following types of content item is available: l Audio l Blank Page l Course Document l External Link l Image l Learning Unit l Lesson Plan l Objectives l Video Survey Available Course instructors and students No What's New A survey has become available. Survey Due Course students Yes What's Due Issued when a user submits a survey that has a due date. Note Users will sometimes receive both Survey Available and Survey Due notifications. Survey Overdue Course instructors and students Yes What's Due Alerts A survey was not submitted by its due date. Note When the due date passes, this notification will be issued in addition to the Survey Due notification. Survey Submitted Course instructors No Needs Attention A survey has been submitted. Exercise Available Course instructors and students. For group exercises, only students in the group will receive this notification. No What's New An exercise has become available. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 193 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Types > Who Notifications are Sent To Important Events Recipients Module Description Exercise Due Course students. For group exercises, only students in the group will receive the notification. Yes What's Due Issued when a user submits an exercise that has a due date. Exercise Past Due Course instructors and students Yes What's Due Alerts An exercise was not submitted by its due date. This notification will be generated after the due date passes. Exercise Submitted Course instructors. For group exercise submissions, all students in the group will also receive a notification. No What's New Needs Attention An exercise has been submitted Exercise Submitted Late Instructors. For group exercises submissions, all students in the group will also receive a notification. No What's New Needs Attention An exercise has been submitted after the due date. Test Available Course instructors and students No What's New A test has become available. Test Due Course students Yes What's Due Issued when a user submits a test that has a due date. Note Users will sometimes receive both Exercise Available and Exercise Due notifications. Note Users will sometimes receive both Test Available and Test Due notifications. Test Overdue Course students and instructors Yes What's Due Alerts A test was not submitted by its due date. This notification will be generated after the due date passes. Test Submitted Course instructors No Needs Attention A test has been submitted. This notification is not generated for tests that are evaluated automatically. Test Submitted Late Course instructors No Needs Attention A test has been submitted after its due date. This does notification is not generated for tests that are evaluated automatically. Attempt Edited Course instructors, and the student who submitted the attempt. If this is a group attempt, all students in the group will receive the notification. No hat's New The details of an existing attempt were edited. Item Evaluated Course instructors No What's New A result was entered for an item Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 194 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Types > Who Notifications are Sent To Important Events Recipients Module and the student being evaluated. Description represented by a Results Center column. Result Cleared Course instructors and the student who received the result that is being cleared No What's New A result has been cleared. Evaluable Item Due Course students Yes What's Due An item represented by a column in the Results Center is due. The column must have a due date to generate this notification. Exercises and tests will not generate this notification even if they have columns in the Results Center. Evaluable Item Past Due Course students and instructors Yes What's Due Alerts An item represented by a column in the Results Center is overdue. The column must have a due date to generate this notification. Exercises and tests will not generate this notification even if they have columns in the Results Center. Course/Department Available Course instructors and students Yes What's New Issued as soon as a course is created. Unlike all other notifications in the system, this notification cannot be turned off. If the notification system is active, this notification will always be sent to everyone enrolled in the course. Unread Blog Posts Instructors and Students N/A What's New A count of unread Blog posts. This gives a user: l The total number of unread Blog posts l The number of unread Blog posts per course l The number of unread Blog posts per group. Note This is not a traditional notification. It does not generate notification records, and the counts are calculated dynamically every time its associated module is displayed. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 195 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Types > Who Notifications are Sent To Important Events Recipients Unread Journal Entries Instructors and Students N/A Module Description What's New A count of unread journal entries. This gives a user: l The total number of unread journal entries l The number of unread journal entries per course l The number of unread journal entries per group Note This is not a traditional notification. It does not generate notification records, and the counts are calculated dynamically every time its associated module is displayed. Unread Discussion Board Messages Instructors and Students N/A What's New A count of unread discussion board messages. This gives a user: l The total number of unread messages l The number of unread messages per course l The number of unread messages per group Note This is not a traditional notification. It does not generate notification records, and the counts are calculated dynamically every time its associated module is displayed. Every notification is also classified according to whether the system considers it "important," which is a somewhat nebulous term that denotes a notification that receives special treatment: l Important notifications are always generated, even in course import/copy/snapshot scenarios when the system is much more restrained in the notifications that it generates. For more information, see Mass Notification Operations. l The recipient records of important notifications are never truly deleted. Instead, they are marked as Deleted and retained. All of these notifications are active by default. For performance and usability reasons, Administrators should disable the notifications that it does not want the system to generate. For more information, see Notifications Cache. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 196 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Mass Notifications > Content Mass Notifications Mass Notifications A mass notification is a generic term for any operation that adds a large number of notifications to the system at one time. Most mass notifications work in the background because of the following reasons: l Given the potential size of some of these imports, a mass notification can take quite a long time to complete. l Almost all of the content exchange mechanisms are background tasks, so it would not make sense to run in the foreground. Two types of mass notification are available: l Content mass notifications: This generates notifications for new content in a course. l Enrollment mass notifications: This generates notifications for users who have just enrolled in a course. Content mass notifications focus on the content for which notifications must be generated, such as exercises, surveys, results, an so on. Enrollment mass notifications focus on users who need to be added to existing notifications. Said another way, content mass notifications create notifications while enrollment mass notifications add recipients to existing notifications. Content Mass Notifications Two types of mass notifications are available: l First-Time: Applies to a course for which no notifications have been created, that is, courses that have no content. First-time mass notifications generate records only for Important notifications. For a list of all important notifications, see Notification Types. l Full: Applies to a course that already has notifications, that is, courses that already have content. This generates all possible notifications. Example An Instructor is importing three items into an existing course: a course document, an exercise without a due date, and an exercise with a due date. Of these three, only the exercise with a due is considered Important. If the course is empty (that is, has no content), this will initiate a first-time mass notification and only the exercise with a due date will generate notifications. Information about the other items will be sent to each user in a digest email. If the course is not empty (that is, it already contains content), this will initiate a full mass notification and notifications will be generated for all three of content items. The idea here is that content introduced into new courses, which are generally course shells set up at the beginning of the semester, should not spam all of its users with every possible notification. It is very unlikely that students are going to care enough about every external link, for example, to receive a separate email about it. Content introduced later in the semester, however, should be broadcast to everyone because it is a late-breaking occurrence that is worthy of its own notice. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 197 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Mass Notifications > Enrollment Mass Notifications Enrollment Mass Notifications Enrollment mass notifications are slightly more simple than content mass notifications because they do not really worry about creating notifications at all. Instead, they focus on generating new recipients for existing notifications. All enrollment mass notifications are full, which is to say that they generate records only for Important notifications. For a list of all important notifications, see Notification Types. Mass Notification Originators The following table lists the actions that prompt a mass notification and the kinds of mass notifications that they originate: Import Type Mass Notification Type Course Copy Content / Content and Enrollment Course Import Content Course Restore Content and Enrollment Batch Enrollment Enrollment Snapshot Copy Content / Content & Enrollment Snapshot Enrollment Enrollment Course Availability Content & Enrollment Command Line Import Content Command Line Restore Content and Enrollment Note The Command Line Import and Command Line Restore operations execute their notifications immediately. All of the other operations run them through the Queued Task Manager. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 198 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notifications System Architecture > Parts of Each Notification Notifications System Architecture Internally, the Notification System consists of four components: l Discovery: Responsible for generating notifications. l Notification Store: Responsible for storing and managing notifications. l Distribution: Responsible for distributing notifications. l View: Responsible for displaying a user's notifications. Architecturally, it looks something like this: All of these components work together. Discovery keeps its ear to the ground to create notifications when the relevant events occur and then passes them along to the Notification Store. The Notification Store is a sort of gardener: it plants incoming notifications, tends to their needs, and then ruthlessly culls them when they have run their course. Distribution keeps a watchful eye on the Notification Store and sends out any notifications that are due to be delivered using all registered distribution mechanisms (email, SMS, etc). View is a window into the Notification Store. It displays all of a user's active notifications to them when they log into the system. Parts of Each Notification Most of the Notification System's efforts revolve around creating, maintaining, and disseminating notifications. Internally, each notification is represented in two parts: l The Notification Item: This encompasses general attributes such as the type of notification, its start and end dates, the course for which it was created, and so on. l The Notification Recipients: This defines who will actually be receiving it. Typically each notification will have multiple recipients. The distinction between these parts is invisible to the end user, of course, but it is useful to understand them from an administrative perspective because they are handled in distinct ways. In fact, most of the work of the framework revolves around manipulating recipient records: l When users delete a notification from their dashboard, what they are really doing is deleting a single recipient record. l When the system updates a notification to indicate that it has been distributed to a particular user, what it is really doing is updating the status of a recipient. l Most of the notification cleanup that the system performs centers around removing recipient records. Notifications are rarely deleted. For more information, see Notification Cleanup. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 199 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notifications System Architecture > Parts of Each Notification The bulk of the data created by the system is in the form of recipient records, and many of our performance recommendations focus on managing and restraining those records. For more information, see Notifications Cache. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 200 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Cleanup > Notification Items Notification Cleanup As mentioned in Notifications System Architecture, a notification consists of two parts: l The Notification Item: This encompasses general attributes such as the type of notification, its start and end dates, the course for which it was created, and so on. l The Notification Recipients: This defines who will actually be receiving it. Typically each notification will have multiple recipients. Of the two, recipients will be, by far, more numerous. Notification Items Notification Items are deleted under the following circumstances: l When its corresponding item is deleted or made unavailable. l When its parent course is deleted. So, Notification Items are not deleted very often. Blackboard Learn errs on the side of keeping these items around for a long time, mostly for bookkeeping reasons. Notification Recipients Notification Recipients are deleted under the following circumstances: l When their associated Notification Item is deleted. l When the user explicitly deletes a notification from one of the views. l When it is replaced by overriding notification. For example, an Exercise Submitted notification will replace the Exercise Due notification for the same user and exercise. l When enough time has passed that the notification is considered "stale" and can be removed. This period of time can be configured at both the system and user level, which is to say that the system as a whole specifies the lifetime of notifications but individual users can choose to clear out notifications on their own timetable. Some recipients are removed in name only. That is, their associated records actually remain and are merely marked with a DELETED status. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 201 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Data Model > Notification Recipients Notification Data Model The central tables in this schema are eud_item and eud_item_recipient. They represent, respectively, the notion of notifications and recipients, where notifications describe everything needed to generate a notification and recipients tells us exactly who should be receiving these notifications. The following table describes each of the Notification System tables. Table Description eud_ item Contains more of the information required to notify users about an event: the name of the event, its start and end dates, its parent content item, and so forth. It does not, however, concern itself with exactly who should be receiving these notifications. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 202 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Data Model > eud_item Table Description eud_ item_ recipient Represent a user of a notification. All recipients have a parent notification record as well as a user id. This also tracks the status of the notification for that particular use. For example, whether it has already been distributed and whether reminders have been sent. eud_ item_ role Stores the Course Constituencies to which a notification should be sent. The system uses this constituency information to generate eud_item_recipient records when a notification is registered and when new users are added to a Course. eud_ item_ group Stores the Course groups for which a notification is created. Like constituency data, the system uses this group information to generate eud_item_recipient records when a notification is registered and when new users are added to a group. eud_ general_ setting Keeps track of notification settings, such as whether the system is on or off, whether email distribution is enabled, how long the system needs to wait to delete stale recipient. eud_ method_ setting Keeps track of settings for individual notification event types, such as whether email distribution is turned on for Exercise Available events or dashboard display is enabled for Assessment Submitted events. eud_item This is the Notification System's central table. It contains all of the data that the system needs to administer and issue notifications. The goal of the system is to know as little as possible about the details of the items for which it is generating notifications, so this table and its satellite tables contain the minimum amount of information necessary to do so. The top three columns (source_id, source_type, and event_type) uniquely identify each notification record. Column Required? Description source_id Yes An identifier that uniquely specifies the item generating a notification. It is the responsibility of the individual subsystems to ensure that the identifier is unique. source_ type Yes The class of event this represents: an exercise event, an assessment event, a content event, and so on. event_ type Yes The specific type of event within the course_type that this represents: Exercise Available or Exercise Submitted. parent_id No If this notification is conceptually subordinate to another notifications, as for example Exercise Submitted is subordinate to _Exercise Due, this column contains the ID of the parent notification. crsmain_ pk1 Yes The Course to which the notified item belongs. crs_ contents_ pk1 Yes The ID of the Course content item to which this notification belongs. If there is not associated content item, as with announcement notification, this will be null. parent_ contents_ pk1 Yes The ID of the Course content item that is the parent of the content item to which this notification belongs. If the content item is inside a folder, this column identifies that folder. The system needs this information to calculate Adaptive Release availability. title Yes The name of the item to which this notification belongs. type Yes Whether this is a Scheduled or an Available notification. owner_ pk1 Yes A foreign key reference to the user who created this item or is responsible for it. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 203 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Data Model > eud_item_recipient Column Required? Description start_date No The date on which the notification period should begin, which usually maps to the date on which the item will become available. If this is specified, the system will not display the notification until this date is reached. Note This is not related to Adaptive Release rules. Those will be evaluated separately and independently. due_date No The date on which this notification is due. Internally, the due date is used to calculate when to send reminders and when to transform Due events into Overdue events. end_date No The date on which the notification period should end, which usually maps to the date on which the item will become unavailable. If this is specified, the system will not display the notification until after this date is reached. Note This is not related to Adaptive Release rules. Those will be evaluated separately and independently. dtcreated Yes The date on which the item was first added. data_ pending_ ind Yes Whether this notification is in the midst of being created. That is, whether it is waiting for its associated recipients to be created. important_ ind Yes An Important marker indicates that during a mass notification operation this notification should always be sent to its recipients. can_ replace_ ind Yes Whether this notification can be replaced by incoming notifications that would normally override it. override_ setting_ ind Yes Whether this notification should ignore any system or user customizations that would normally suppress its distribution. This is useful for notifications that absolutely, positively must be sent. eud_item_recipient Recipients are children of a single notification and identify the user to which the notification should be sent. When a notification is created, the system calculates its recipients based on the associated constituencies and course membership. Therefore, this table will be by far the largest single table in the system and perhaps one of the largest tables in Blackboard Learn. Column Required? Description eud_item_ pk1 Yes The notification with which this recipient is associated. user_ item_pk1 Yes The user who should receive this notification. type Yes Whether this is a sender or receiver of the notification. Conceptually, senders are the ones who created the items or circumstances that prompted the notification. So, all Course Instructors would be the senders of an Assessment Due event, while all students would be its receivers. status Yes The status of this notification: (1) unprocessed, (2) notified, (3) failed, or (4) deleted. reminded_ ind Yes Whether a reminder for Due notifications has been sent to this recipient. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 204 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Data Model > eud_item_recipient Column Required? Description group_pk1 No If the parent notification is targeted at a group and this recipient is a member of that group, this column contains the ID of the group. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 205 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notifications Cache > eud_item_recipient Notifications Cache Retrieving notifications for the view modules could be expensive in a system with many hundreds of thousands of notifications, especially at Notifications Dashboard level, which cuts across all available courses. To help mitigate the burden of running this query, the Notification System includes a per-user, per-session cache: l The cache stores the results of a notification query for a specific user, session, and context. This means that the system keeps separate caches for each user for each course that the user logs into to, and at the global, Notifications Dashboard level. l The user is able to manually refresh the cache. The refresh action clears the cache of all contexts for a given session. l The cache will not be updated by the arrival of new notifications. The user will have to refresh manually to see them or wait for cache timeout. See the table below for default timeout values. l The cache will respond to manual notification deletions. So, if the user deletes a notification from a particular view, it will also be deleted from the cache in all contexts. The cache is configured via properties in the bb-config.properties configuration file. Default Value Property Max Number of Elements Key bbconfig.cache.nautilusCache.elements 500 seconds Time to Live bbconfig.cache.nautilusCache.timetolive 600 seconds Time to Idle bbconfig.cache.nautilusCache.timetoidle 600 seconds Eternal bbconfig.cache.nautilusCache.eternal No If the performance associated with displaying modules proves to be an issue, administrators can tweak these settings to increase the longevity of the cached notifications. The trade off here is that the longer the cache, the more out of date the displayed notifications may be. Note Cache settings have no effect on notification distribution. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 206 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notifications Sizing > Disable Notifications that are Not Needed Notifications Sizing As mentioned, the notification store, left to its own devices, can grow quite large. This section includes some strategies to prevent that. Disable Notifications that are Not Needed By default, the system ships with all notifications enabled, which means that every notification that can be created, will be created, for all supported events. Depending on the size of your organization and the ways in which courses are set up at the beginning of the semester, this could lead to very large table sizes and associated degradations in performance. It is a good idea to turn off notifications that are not needed. To do so, go to both the Course Settings => Default Notification Settings, and Department Settings => Default Notification Settings page and set these notifications to Always Off for all available distributors. An alternative is to suppress the particularly verbose notifications during the busiest times of the semester, for example, when courses are being created. In particular, it may be a good idea to turn off Content Item Available notifications while course templates are being completed as those will most likely be responsible for the bulk of the notification load during that period. Reduce Notification Lifetime Notifications are not immortal. Periodically, a sort of grim reaper task floats through the system culling notifications who have been around for longer than a certain number of days. The default setting is 120 days, which is roughly the length of a semester. Administrators can control the mortality of these notifications by updating the Notifications Cleanup interval. Lower this setting to have notifications removed from the system more quickly. for more information, see Setting Notifications Options. Note Use this setting with caution. Deleted notifications cannot be retrieved or easily reissued. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 207 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notifications Background Tasks > NotificationRemoveStaleDataTask Notifications Background Tasks The Notification System depends on two tasks, both of which are defined in the bbtasks.xml configuration file. Internal (minutes) Task Name NotificationRemoveStaleDataTask DistributionSendNotificationTask Purpose 5 60 This task has various functions: l Send out reminders for Due events. Reminders are sent out x days before the item is due, where x is a number that can be configured by Users. l Turn Due notifications whose time has passed into Overdue notifications. l Send out digest emails at scheduled times. Digest emails go out once a day at a time set by the Administrator. l Delete stale recipient data. Stale, in this context, means recipient records that have been in the system for x days, where x is a number that can be configured by Administrators. By default, it is set to keep recipients for the duration of an entire semester. This operation is configured to run only once a day. Send Unprocessed notifications to all registered distributors. NotificationRemoveStaleDataTask The default reminder interval can be set by the Administrators on the General Notification Settings page. It can also be overridden by individual Users on the Edit Notification Settings page. All Due notifications will be transformed into Overdue events when their due date has passed. These include: Exercise Due, Test Due, Evaluable Item Due, and Survey Due. The last function of this task, deleting stale recipient data, executes once per day. Every time the task wakes up, it checks whether its execution time has arrived. If it has, it runs. The execution time is specified by the nautilus.staleDataRemove.executionTime property in the nautilus_config.properties configuration file. Task Periodicity Changing the periodicity of this task will have the following effects: 1. Change how promptly Due notifications become Overdue notifications. In the default configuration, notifications will be transformed a maximum of five minutes after their due date has passed. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 208 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notifications Background Tasks > DistributionSendNotificationTask 2. Change how promptly reminders are sent out. In the default configuration, they are distributed a maximum of five minutes after the reminder time. 3. Change how promptly the stale-data deletion task runs. In the default configuration, it runs within five minutes of the designated time. Performance Considerations The notification cleanup portion of this task runs nightly at a time specified by the nautilus.staleDataRemove.executionTime property in the nautilus_ config.properties configuration file. By default it is set to run once a day at 1:00 AM. Note This query is extremely performance-intensive because it essentially scans the entire eud_item_recipient table looking for out-of-date notifications and deleting them. If you find that this task is a significant drag on your system despite all of these precautions, there are a couple of things you can do: 1. Change its execution time. Many organizations have other maintenance tasks that run at night, and if this task conflicts with them or conspires with them to bring your database server to its knees, you can have it run at a different time. To be clear: Blackboard very much recommends against running this during the day or at any period where you expect people to be using the system heavily. 2. Take steps to reduce the size of the notification store. The fewer notifications that you have, the faster this query will run. For tips on how to do this, see Notifications Sizing. DistributionSendNotificationTask To ensure that this task does not run for an excessive period of time, it deals with only a limited number of notifications in any given execution. Administrators can configure this setting in the nautilus.distribution.notificationsPerDistribution property in the nautilus_config.properties configuration file. The default setting is 10,000. The distribution tasks sends notifications to all registered distributors. For most organizations this means that it sends only to the email distributor. Expect performance to degrade somewhat whenever a new distributor is added to the mix. Task Periodicity Changing the periodicity of this task will change how often the system sends notifications. In the default configuration, a notification will be distributed no later than one hour after it was introduced into the system. The number of notifications distributed per invocation also affects when a notification will be sent. Administrators can configure this setting in the nautilus.distribution.notificationsPerDistribution in the nautilus_ config.properties configuration file. Performance Considerations This task runs fairly frequently, but it places a ceiling on the number of notifications that it processes in a single execution. This two-pronged approach to distribution allows the system to send notifications soon after they become available without bogging down the system when the notification load is particularly large, for example, at the beginning of the semester when new courses are just coming online. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 209 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notifications Background Tasks > DistributionSendNotificationTask If the distribution process is deevaluation performance, reduce the periodicity, effectively substituting performance for promptness. If distributions are taking too long, simply reduce the number of notifications handled per execution. Alternatively, if you find that notifications are not arriving promptly enough, reduce the periodicity of this task and the number of notifications that it processes per execution. Some recipients are removed in name only. That is, their associated records actually remain and are merely marked with a DELETED status. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 210 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notifications Dashboard > Instructor Modules Notifications Dashboard If the community engagement capabilities have been licensed, notifications across all courses display in the Notifications Dashboard. The Notifications Dashboard displays notifications that have links to Course items or Course information that have been changed, submitted, created, or that have impending due dates. This allows the user to view all of the pertinent, changed information from a Course. The user can then navigate to an individual item to view, complete, or to act on that item. Users can navigate to the Course that corresponds to a Notification. For all users, each Course contains a Notifications Dashboard specific to that Course. If the community engagement capabilities have been licensed, this information may be part of a tab on the MyBlackboard page, or modules in the MyBlackboard area. It contains information for all Courses in which the user is enrolled or associated. The user can customize the Notifications that appear on this page, as well as opt to have email Notifications sent to his or her account. When Blackboard Learn has a valid and active integration with Blackboard Connect, Notifications can also be sent via SMS message and Text-to-Voice. For more information, see Notifications Settings. Instructor Modules The page displays, by default, three modules: l Needs Attention: Notifications for items that have been submitted by Students and require review or evaluation l Alerts: Notifications for items that Students have not submitted that are passed their Due Date, or Early Warning System rules that have been broken l What's New: Notifications for items added, updated, submitted, or changed by a user For example, if an Instructor has posted a new Announcement, the Notification will display in the What's New module. Or, if an Exercise has been submitted, the Notification will display in the Needs Attention module. Or, if the Due Date for an Exercise for a User has passed, the Notification will display in the Alerts module. User Modules For the user, by default, the page displays two modules: l l To Do: o What's Past Due: Notifications for items that Students have not submitted, and that are passed their Due Date o What's Due: a calendar and organized categories displaying upcoming items and their due dates What's New: Notifications for items added, updated, submitted, or changed by a user or the Instructor For example, if an Instructor has posted a new Announcement, the notification will display in the What's New module. Or, if an Exercise's Due Date is upcoming, it will display in the To Do module. Or, if the Due Date for an Exercise for a user has passed, then the notification will display in the To Do module. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 211 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notifications Dashboard > Where Is It? Where Is It? For Blackboard Learn - Enterprise license users, by default, the Notifications Dashboard area displays as the homepage for a Course. The user may be able to manage this setting. It only displays information for that Course. If the community engagement capabilities have been licensed, the Notifications Dashboard can also be accessed through a tab in the MyBlackboard page or as modules in the MyBlackboard page. The user may be able to manage this setting. The page displays information and items for all Courses. Who Can Use It? The System Administrator controls the ability for users to view the Notifications Dashboard, to configure the Notifications that display in the page, and to receive email Notifications. As well, the System Administrator can allow or disallow Users to control any or all Notifications or email Notifications. How to Turn it On The Notifications Dashboard page is on for the system by default. If it is turned off by the System Administrator, it is not possible for the user to turn it on. To turn off the Notifications Dashboard, navigate to the Settings page for the Notifications Dashboard. For more information, see Setting Notifications Options. Email Notifications Users can select to receive email Notifications for updated, impending, or created items. When Blackboard Learn has a valid and active integration with Blackboard Connect, Notifications can also be sent via SMS message and Text-to-Voice. For more information, see Setting Notifications Options. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 212 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About System Discussion Boards > About System Discussion Boards About System Discussion Boards About System Discussion Boards Organization wide Discussion Boards, called System Discussion Boards, may be created in Blackboard Learn. These Discussion Boards are not Course or Department specific, but are used for general campus events and information. System Discussion Boards may also be accessed by all users at the Organization. System Discussion Boards appear by default on the Community tab, but the System Discussion Board module may be added to any tab. Unlike a Course, which has one overall Discussion Board, Administrators may create multiple System Discussion Boards. Each Discussion Board may include multiple Forums. For example, one Discussion Board may be created for Transportation, which includes Forums on Public Transportation and Ride Sharing. Another Discussion Board may be created for Roommate Searches, with Forums devoted to on or off-campus housing. Manage System Discussion Boards System Discussion Boards may be added removed and managed through Discussion Boards on the Administrator Panel. For information about Discussion Boards, see About the Discussion Board. Information on managing users in System Discussion Boards is located in the Managing Forum Users topic. The availability of the Discussion Board is managed on the Tools page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 213 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Forum Users > About Forum Users Managing Forum Users About Forum Users Each Forum in a System Discussion Board may be made available to some or all users at an Organization. The Administrator controls user access through the Manage Forum Users page. This page lists only those users who are not participants in the Forum - such as users with the constituencies of Manager, Moderator, Reader or Blocked. This is different from a Course Discussion Board, which lists all users in the class, regardless of Forum Constituency status. For information about Forum Constituencies, see How to Assign Forum Constituencies. How to Change a Participant's Constituency Follow the steps below to give a participant a non-participant constituency (for example, that of Moderator, Manager, or Reader): 1. On the Tool panel on the Courses Page, click Discussion Boards. 2. Click a Discussion Board. 3. In the contextual menu for a Forum, click Manage. 4. On the Display Forum Constituency menu, click Participants and then click Go. 5. Select the check box for a Participant and then click the appropriate option in the contextual menu for that Participant. The User's name will now appear in the category for the new constituency that was assigned. How to Change a Non-Participant's Constituency Follow the steps below to give a user a participant constituency. Note Participants will not appear on the Manage Forum User page that is accessed from the Administrator Panel. 1. On the Tool panel on the Courses Page, click Discussion Boards. 2. Click a Discussion Board. 3. In the contextual menu for a Forum, click Manage. 4. On the Display Forum Constituency menu, click All Forum Users and then click Go. 5. Select the check box for a User and then click the appropriate option in the contextual menu for that User. The User's name will now appear in the category for the new constituency that was assigned. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 214 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Text Editor > How to Manage the Text Editor Text Editor The Text Editor allows users to create professional, vibrant content wherever users can create blocks of text. Text is added through a simple editor in Blackboard Learn that nonetheless contains several powerful options including: l Text Editor: Allows users to create content with a simple editor that resembles a word processor. Advanced file upload tools are also available. l Smart Text: Automatically recognizes a link added in the Text box. Smart text recognizes the ENTER key as a paragraph tag and accepts HTML tags, as well. Smart Text will also prompt to load images if an image source text is used when adding smart text as part of a content item. This option is only available if the WYSIWYG features in the Text Editor are off. l Plain Text: This option displays text as it is written in the text area. This option is only available if the WYSIWYG features in the Text Editor are off. l HTML: This option displays text as coded by the user using HTML tags. l JavaScript: JavaScript can be added into the Text Editor. l Spell Check: The Spell Check feature is available in most areas where users may add blocks of text. It includes a full English dictionary, a supplemental word list configured by the Administrator, and custom word lists that are stored as a cookie on a user’s local machine. l WebEQ Equation Editor: The Math and Science Notation Tool (WebEQ™ Equation Editor) is a general purpose equation editor designed for working with equations. It permits users to use mathematical and scientific notation throughout Blackboard Learn. l MathMLEquation Editor: The MathML Equation Editor functions in the same way as the WebEQ Equation Editor. Instead of opening with the symbol buttons, a blank text box will appear where users can add XML. l HTML Markup Validation: The Markup Validation automatically detects and corrects malformed HTML added in the Text Editor. Administrators manage the availability of Text Editor features through the Text Editor Settings page. How to Manage the Text Editor On the Administrator Panel, under Tools and Utilities, select Text Editor. The Text Editor Settings page appears. The following table describes the available fields. Field Description Text Editor On or Off Set the availability of the Text Editor for users by selecting the option Text Editor On. If the Text Editor is turned off, users will have limited features for adding content to the Text box. Options for Plain Text, HTML, and Smart Text will be available. Select Require users to opt-in and users must individually turn on the Text Editor to use it. This option is useful if some users are using older Web browsers that do not support the Text Editor. The Text Editor will only appear to those users that turn it on under Personal Settings. Manage Text Editor Features Spell Check Set the availability of Spell Check for users by selecting or clearing the check box. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 215 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Text Editor > How to Manage the Text Editor Field Description WebEQ Set the availability of WebEQ for users by selecting or clearing the check box. MathML Set the availability of MathML for users by selecting or clearing the check box. Validate HTML Set the availability of the Markup Validation feature for users by selecting or clearing the check box. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 216 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Spell Check > Word Lists Managing Spell Check Blackboard Learn includes a robust Spell Check feature supported by a full English dictionary, a supplemental word list for each Virtual Installation, and custom word lists that are stored as a cookie on a user’s local machine. The spell check feature is available wherever users can type blocks of text. It is also available as a module when the community engagement capabilities have been licensed. The list of words that are not flagged for correction can be expanded with a supplemental word list for each Virtual Installation. From the Spell Check page, the supplemental word list for the Virtual Installation may be uploaded, edited, and then downloaded to change the list of words. Access to this feature is initially granted to users with the following Sys Admin constituencies l System Administrator l System Support l Course Admin Word Lists Misspelled words are determined by the following three sources: l Spell Check Dictionary: A full English dictionary of words that will not be flagged for correction. The dictionary is also the only source for suggestions when a misspelled word is found. This dictionary cannot be modified. l Virtual Installation Supplemental Word List: A list of additional terms added by the System Administrator that do not appear in the default dictionary. For example, a medical school might wish to upload a list of medical terms so they are not flagged as incorrect terms for their users. This word list can be edited from the Administrator Panel. l Personal Word List: This word list is stored as a cookie on each user’s local machine. Words are added to this list using the Learn feature within Spell Check. Like the supplemental word list, the words on each personal word list are not flagged for correction and are not included as a suggestion for errors. Note Extensive supplemental and personal word lists may slow performance of the Spell Check tool. Editing the Word List After the supplemental word list has been downloaded, simply open it then add and replace words to modify the list. The list appears in a standard text file with each word separated by a hard return. Keep in mind that the supplemental word list is a list of words that will not be flagged for correction by the spell checker. In addition to the supplemental word list, spell check also checks words against a robust English dictionary, and words that individual users have added to their personal word lists. Personal word lists are only available on a users’ local machine. Note Only words that appear in the Spell Check dictionary will be listed as suggestions when a possible error is encountered. Words in the supplemental word list will not be offered as suggestions. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 217 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Spell Check > Uploading a Word List Uploading a Word List Uploading a word list replaces the supplemental word list currently used by the system. Each Virtual Installation may have a separate Word List. For information about downloading and editing the supplemental word list, see Download Word List. Note The name of the supplemental word list will be changed to dictionaryLocal.txt when uploaded. How to Upload a Word List 1. On the Administrator Panel, under Tools and Utilities, click Spell Check. 2. Click Upload Word List. 3. Provide the full path to a new supplemental word list or click Browse to search the file system for the new supplemental word list. A supplemental word list must be a .txt file with each word separated by a hard return. Downloading the Word List The Download Word List page displays a link that, when clicked, will begin downloading the supplemental word list to the local machine. The supplemental word list includes additional words that should not be flagged for correction when using the Spell Check feature in the current Virtual Installation. A word list must be created and uploaded before the option to download the word list appears. Note No matter what the name of the supplemental word list file is when it is uploaded it will always be changed to dictionaryLocal.txt and stored in a folder for that Virtual Installation. Therefore, the downloaded supplemental word list file will always be dictionaryLocal.txt. How to Download the Word List 1. On the Administrator Panel, under Tools and Utilities, click Spell Check. 2. Click Download Word List. Personal Word List and Cookies The personal word list is stored as a cookie on the user’s local machine. The cookie is not user or Virtual Installation specific. Therefore, a user’s word list will be available to them whenever they are using Spell Check with Blackboard Learn, as long as they are on the same local machine. Also, if another user logs onto the same machine, that user will have the same personal word list stored on that machine applied when running spell check. Since word lists are cookie-based, users are unable to transport them. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 218 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Uploading a Word List > How to Upload a Word List Uploading a Word List Uploading a word list replaces the supplemental word list currently used by the system. Each Virtual Installation may have a separate Word List. For information about downloading and editing the supplemental word list, see Download Word List. Note The name of the supplemental word list will be changed to dictionaryLocal.txt when uploaded. How to Upload a Word List 1. On the Administrator Panel, under Tools and Utilities, click Spell Check. 2. Click Upload Word List. 3. Provide the full path to a new supplemental word list or click Browse to search the file system for the new supplemental word list. A supplemental word list must be a .txt file with each word separated by a hard return. Note Word lists may not be removed from the system. To ‘remove’ a word list, an Administrator must upload an empty word list to overwrite the supplemental word list on the system. The empty file must contain a space to be uploaded properly. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 219 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Tools > How to Manage Tools Managing Tools Blackboard Learn has a robust set of tools and the flexibility to add new tools to the platform. The Manage Tools page lists each tool that is available in Blackboard Learn. Each row shows the availability of the tool to authenticated users, Guests, and Observers. l Check mark: The tool is available to the user type. l Red 'x': The tool can never be available to the user type. l Gray block: That tool is not currently available to the user type. Also listed for each tool is the type of tool: l Content Type: Items that can be displayed in a Course (or Department). l Course Tool: A tool that may be used in a Course. l Department Tool: A tool that may be used in an Department. Department Tools are available only when the community engagement capabilities have been licensed. l System Tool: System-wide tools such as tabs. Note Course Tools are can also be managed using the Course Tools page. For more information, see Setting the Default Course Tools How to Manage Tools 1. On the Administrator Panel, under Tools and Utilities, click Tools. 2. In the contextual menu for a tool, click Edit. 3. Select Yes or No to set the Tool Availability for each different type of user: authenticated users, Guests, and Observers. If the option does not exist to set availability for a type of user, that type of user cannot access the tool. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 220 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Adaptive Release > How to Manage Adaptive Release Managing Adaptive Release Adaptive Release of Content provides controls to release content to users based on a set of rules created by the Instructor. The rules may be related to availability, date and time, individual usernames, membership in Course Groups, review status of another item in the Course, and Results Center items such as scores, attempts, and calculated columns. If Adaptive Release is turned on by the System Administrator, it is available to all Instructors to use within their Courses. If Adaptive Release is turned off, all data is saved. Content will be available based on availability and date. Adaptive Release Rules will be ignored. If Adaptive Release is made available again, all rules associated with items will appear and be unchanged. How to Manage Adaptive Release 1. On the Administrator Panel, under Tools and Utilities, click Tools. 2. Locate the Adaptive Release Course Tool using the navigation options at the bottom of the page. The type of Tool is noted in the second column to distinguish between System, Course, or Department Tools. 3. In the contextual menu for the Adaptive Release Course Tool, click Edit. 4. Set the Tool Availability. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 221 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing the Performance Dashboard > How to Manage the Performance Dashboard Managing the Performance Dashboard The Performance Dashboard tool provides Instructors with a window into all types of user activity in a Course or Department. All users enrolled in the Course are listed, with pertinent information about that user’s progress and activity in the Course. If the Performance Dashboard is on, it is on by default in all Courses. How to Manage the Performance Dashboard 1. On the Administrator Panel, under Tools and Utilities, click Tools. 2. Locate the Performance Dashboard Course Tool using the navigation options at the bottom of the page. The type of Tool is noted in the second column to distinguish between System, Course, or Department Tools. 3. In the contextual menu for the Performance Dashboard Course Tool, click Edit. 4. Set the Tool Availability. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 222 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Review Status > How to Manage Review Status Managing Review Status The Review Status tool allows the Instructor to track user review of specific content items. After the Instructor turns on the tool for an item, each Student tracks their progress. A Needs Review button appears on the item when the user opens it. After reviewing the item, the Student selects this button to mark it Reviewed. If the Review Status tool is on, it is on by default in all Courses and is available to all Instructors to use within their Courses. If Review Status is turned off, all data is saved. If the tool is made available again, all user entries will appear and be unchanged. How to Manage Review Status 1. On the Administrator Panel, under Tools and Utilities, click Tools. 2. Locate the Review Status Course Tool using the navigation options at the bottom of the page. The type of Tool is noted in the second column to distinguish between System, Course, or Department Tools. 3. In the contextual menu for the Review Status Course Tool, click Edit. 4. Set the Tool Availability. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 223 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Chalk Titles > Troubleshooting About Chalk Titles Chalk Titles are Course Cartridges that are integrated with external applications and content from publishers. Chalk Titles include both content and tools. Tools included in a Chalk Title connect to an outside source to run each tool. Chalk Titles are installed in the same way as other Course Cartridges. Like other Course Cartridges, Chalk Titles require a download key and Student access keys. Important features in Chalk Titles include the following: l Integration with the Course: Chalk Titles link Courses to applications running on the publisher's servers. These applications are often popular tools that are familiar to Instructors. Please contact the publisher for more information about the applications included with a Chalk Title. l Single Sign-on: Users that are logged into the Course are logged into the publisher applications linked to the Course. Users pass between the Course and the publisher application seamlessly. l Learner List synchronization: Users enrolled in the Course are automatically enrolled in the publisher application. l Result passing Results from the publisher application are passed to the Course. Chalk Title tools appear in the Tools area of the Control Panel after a Chalk Title is added to a Course. Instructors can restrict availability to Chalk Title tools in the same way that they can restrict availability to other tools. The System Administrator may restrict the availability of Chalk Title tools in all Courses. By default, Instructors can use Chalk Title tools in Courses. Chalk Title Tools can synch with the Results Center in a Course to report Student performance. Note that Student attempts are stored on the server that runs the tool, not within the Course. Therefore, Student attempts are not included when the Course is archived. The reported Result is the only recorded information about a Student attempt. Chalk Title tools will not work if a Course that contains Chalk Title tools is exported or archived and later added to a system that does not support Chalk Titles. Troubleshooting Use the logs available from the Manage Chalk Titles page to troubleshoot installation problems. Problems accessing a Chalk Title took may be a problem with the publisher's server or a problem with an access key. If it appears that a problem is related to a Chalk Title tool, please contact the publisher for assistance. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 224 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Chalk Titles > How to Manage Chalk Titles Managing Chalk Titles The Manage Chalk Titles page lists the following information about each Chalk Title in a table l Chalk Title: The name of the Cartridge. l Version: The version of the Cartridge. The version is determined by the publisher. l Catalog Number: The catalog number of the Cartridge. l Vendor: The publisher. l Processing Time/Date: The Date and Time that the Cartridge was processed. l Status: State of the Chalk Title in the system Installed, importing, incomplete, or error. The page also includes options for managing each Chalk Title. How to Manage Chalk Titles 1. On the Administrator Panel, under Tools and Utilities, click Chalk Titles. 2. In the contextual menu for a Chalk Title, click Edit. The following table describes the available tasks. To . . . click . . . View more details about a Chalk Title Properties. The Examine Chalk Title page will appear. This page lists all the Courses that are using the Chalk Title. This page also lists the tools from the Chalk Title that are in use. View the log of a failed Chalk Title installation View Log. This link only appears when a Chalk Title fails to install. The log provides details that will help identify the problem. Click OK to verify that the steps are correct. Retry Chalk Title installation Retry. The Chalk Title will attempt to install again. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 225 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Standards and Alignments > How to Manage Chalk Titles Standards and Alignments K-12 instruction in the United States is based on meeting standards of learning that are determined at the state level. School districts engage in a complex process of associating curriculum resources, lesson plans, and assessment items with specific state standards to ensure that instructional programs are in alignment with those standards. Blackboard Learn™ clients with a K-12 license can download learning standards from the 50 U.S. states and Washington, D.C., and make them available within Blackboard courses. Teachers and curriculum specialists can then align course items to standards to produce standards coverage data reports. The data contained in these reports assist teachers, curriculum specialists, and district administrators in the task of focusing curriculum development efforts. By showing where standards are covered by course content and by identifying gaps in coverage, programs and course content can be adjusted. As state standards change over time, alignments to curriculum resources can be transferred automatically to new standards, saving hundreds of hours of manual processing. School districts have the option of adding their own custom standards to existing state standards that have been imported into the system to demonstrate how their curriculum meets standards of learning. For Instructor-facing information, see About Aligning Content to Standards - K-12 Clients. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 226 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Importing Standards Packages into Blackboard Learn > How to Manage Chalk Titles Importing Standards Packages into Blackboard Learn Blackboard system administrators download standards packages from Behind the Blackboard to a local drive. Standards packages are zipped files that contain one or more XML files that define a set of standards, including discipline (Math, Science, Social Studies and so on) and Learning Levels (grade). Once downloaded, the standards package is then imported to the system from the administrator panel. 1. Click Standards Documents. 2. Click Import. 3. Click Browse My Computer to locate and select the zip file. 4. Click Submit. Large files will take time to upload and process for display. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 227 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Standards Documents > Learning Levels Standards Documents Once uploaded, a standards package unzips into a table listing standard sets and their relevant information. Standards sets are links to associated Learning Levels, a further categorization of the standards within a given set. Standards Documents Display Name The title of the standard set as defined by the state. The year of publication is included in parenthesis. Click to open and view associated Learning Levels. Standards Type The standards set, defined by the state, has different criteria that define their type. Types can be based on content, performance, technology benchmarks, or other criteria. Mapped Standards Number of standard sets that are connected to the existing standard set so that alignment of course content can be transferred from one standard to the other. Standards packages may or may not already contain this information. Standard sets can be mapped from a previous version to a current version, from one state to another state, and from one state to a national standards set. Date created The date the standard set was uploaded to the system. State The state that authored the standards set. Status By default, all standard sets when uploaded to the system have a status of inactive. Inactive: Alignments made to content items using these standards are not displayed within courses, and do not appear in Standards Discovery interface. However, if a previous alignment was made, it is not deleted and all reporting data remains available. Active: Standards from all visible learning levels within the set are available to all teachers and in all courses so that content items can be aligned to them. In Review: These standards are only available in the Standards Discovery interface within courses that are directly associated to a specific learning level within the "In Review" standards set. To change the status of one or more standards sets, select each one. From the Change Status contextual menu, click the new status. Full Coverage Overview Report This report displays aggregated coverage information across courses for all active sets of standards within the selected State and Standards Type. An overview of the types of content items aligned to these standards is also provided. Learning Levels Learning Levels are defined by the state and may incorporate a specific grade, range of grades, or subject classification. Learning Levels can be directly associated with courses or organizations to identify the standards the course is focusing on. Each Learning Level links to the individual standards and their associated sub-standards. Learning Levels Name Set by the state, and defines the breakdown of standards within a given set. Click to view the standards in the Learning Level. Date created The date the standard set was uploaded to the system. Associated to Course Display courses associated to a Learning Level by clicking the number in the column. Associating one or more Learning Levels helps teachers quickly locate the most relevant standards to align their course content to. It also simplifies the Course Coverage report data to help determine gaps within the curriculum. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 228 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Standards Documents > Automatically Associating Learning Levels to Courses Using Snapshot Learning Levels Visibility Learning Levels are visible to users or hidden from them. Standards within visible Learning Levels can be selected by teachers for alignment to content items within a course. Standards within hidden Learning Levels cannot be selected for alignment by teachers. Discipline Coverage Overview Report This report displays aggregated coverage information across all Learning Levels within a specific set of standards. An overview of the types of content items aligned to these standards is also provided. Learning Level Coverage Detail Report Available from the contextual menu of a Learning Level, this report displays detailed coverage information across courses for the standards within a specific Learning Level. An overview as well as detailed breakdown of the types of content items aligned to these standards is also provided. Associating Learning Levels to Courses Administrators can associate Learning Levels to specific Blackboard Learn courses to help teachers find standards faster. Associating courses with Learning Levels helps teachers more easily make alignments to their course content by populating the Standards Discovery table with available standards and their Learning Levels. When associations are not created, teachers can search using any criteria available. However, finding what they need takes much longer because by default the Standards Discovery table includes an alphabetical listing of all standards sets that include standards from all learning levels. How to Associate a Learning Level to a Course 1. Click Associate. 2. Click Add Course Association. 3. Use the search functions in the pop-up window to locate courses. 4. Select each course to associate using their respective check boxes. 5. Click Submit. Automatically Associating Learning Levels to Courses Using Snapshot Learning Levels can be downloaded as a CSV (comma separated values) file and opened in a spreadsheet program. The keys in this file are used to associate courses to appropriate Learning Levels at the time the course is created, or in any course modification process executed using Snapshot. Click Download as CSV to open or save the file on a local drive. Learning Level CSV files contain: l Learning Level Document ID: A unique identifier l Name: The name of the Learning Level l Document Name: The name of the standard set the Learning Level is part of l Type: The type of standard as defined by the standard set l Status: The status of the standard as set by the administrator: active, inactive, in review Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 229 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Adding Alignments to a Discussion Board Topic > How to Add Alignments to a Discussion Board Topic Adding Alignments to a Discussion Board Topic How to Add Alignments to a Discussion Board Topic 1. From the Discussion Board, open a topic. 2. Click Alignments on the tool bar to expand the alignments panel 3. Click Add Alignments to open the Discover Standards window. If standards from more than one state or Learning Level have been associated with the course, the user must select which set to display first. 4. Locate specific standards using the filtering criteria. Users can enter key words in the top text box and use any of the other filtering options including: l State: only one U.S. state can be displayed at a time l Document Type: The name of the Standard Set l Discipline: The branch of learning or subject of the standard l Grades : The Learning Level l Standards Type: The classification of the standard such as “indicator”, “outcome” or “expectation” 5. Standards that fit the criteria are displayed in the main content area. Select the desired standards using their associated check boxes. 6. View the selected standards below by expanding the Selected Standards area. Selected standards can be removed by clicking the X icon. 7. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 230 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Standards > Aligning Course Items to Standards Standards Standards are specific statements defined by a state or other organization that describe the concepts and knowledge for a specific discipline that is to be delivered and achieved through related curriculum. Standards may have one or more levels of sub-standards that detail each concept. Click the downward pointing chevron to the left of the standard name to open sub-standards. Click the upward pointing chevron to the left of the standard name to roll up sub-standards to the next level. Standards can be made available to teachers to align with content in their courses by selecting Allow Alignments from the contextual menu. By allowing standards to be used for alignments, teachers have the ability to find standards using the Standards Discovery interface in their courses and then select those standards for alignment with content. Aligning Course Items to Standards Curriculum specialists and teachers can browse and search for standards that have been imported into the system and made available. Content items, Grade Center columns, and Discussion Topics within courses or organizations can be specifically aligned to one or multiple standards. Adding Alignments to a Content Item 1. Within a course, select a content item. 2. From the contextual menu, click Add Alignments. 3. The Discover Standards window opens. If standards from more than one state or Learning Level have been associated with the course, the user must select which set to display first. 4. Locate specific standards using the filtering criteria. Users can enter key words in the top text box and use any of the other filtering options including: l State: Only one U.S. state can be displayed at a time. l Document Type: The name of the Standard Set. Only one document type is displayed at a time. l Discipline: The branch of learning or subject of the standard. l Grades : The Learning Level. l Standards Type: The classification of the standard such as “indicator”, “outcome” or “expectation”. 5. Standards that fit the criteria are displayed in the main content area Select the desired standards using their associated check boxes. 6. View the selected standards below by expanding the Selected Standards area Selected standards can be removed by clicking the X icon. 7. Click Submit. 8. The selected standards will appear under the content item, where they can be made visible to students by clicking the Visibility icon. Standards can also be removed by clicking the “X” icon. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 231 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Standards > Adding Alignments to a Grade Center Column Adding Alignments to a Grade Center Column 1. From the Grade Center, open the contextual menu for a column. 2. Click View andAdd Alignments. Any existing alignments will display in a new area on the page. 3. Click Add Alignments to open the Discover Standards window. If standards from more than one state or Learning Level have been associated with the course, the user must select which set to display first. 4. Locate specific standards using the filtering criteria. Users can enter key words in the top text box and use any of the other filtering options including: l State: Only one U.S. state can be displayed at a time l Document Type: The name of the Standard Set l Discipline: The branch of learning or subject of the standard l Grades: The Learning Level l Standards Type: The classification of the standard such as “indicator”, “outcome” or “expectation” 5. Standards that fit the criteria are displayed in the main content area. Select the desired standards using their associated check boxes. 6. View the selected standards below by expanding the Selected Standards area. Selected standards can be removed by clicking the X icon. 7. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 232 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Standards Reports > How to Run and Save Reports Standards Reports The data contained in Standards Coverage Reports assist teachers, curriculum specialists, and district administrators in the task of focusing curriculum development efforts. This data shows course content alignments and helps identify gaps in coverage of standards for a single course or across multiple courses. From the Administrator Panel, district administrators and others with administrator privileges can run a series of reports that show content alignments for standards across multiple courses. From within a course, teachers can run a report that shows covered and gap values for curricular areas their course is associated with, as well as a breakdown of course items that have been aligned to standards or course objectives. Report Name Where Available Data Full Coverage Overview Administrator Panel > Standards Documents Shows standards coverage across all active standards sets for a specific state and standards type, showing both covered standards and gaps in coverage. An overview of the types of content items aligned to these standards is also provided. Discipline Coverage Overview Administrator Panel > Standards Documents > Learning Levels Shows coverage overview of standards for a specific discipline broken out across all its Learning Levels. Learning Level Coverage Detail Administrator Panel > Standards Documents > Learning Levels > Standards Shows detailed coverage information across courses for the standards within a specific Learning Level. Standard Coverage Detail Administrator Panel > Standards Documents > Learning Levels > Standards > contextual menu of a standard Shows detailed coverage information for a single standard including data about the content aligned to the standard such as the name and location of the course items directly aligned to the standard across all courses in the system. Course Coverage Detail Course Control Panel > Evaluation > Course Reports Shows detailed coverage information for a single Blackboard Learn course. Data includes both covered and gap values for all curricular areas that the course is associated with, as well as a breakdown of course items that have been aligned to standards or course objectives. Also included are content items aligned with standards that are not associated with the course. How to Run and Save Reports 1. Enter the report specifications. Specifications will be different for each type of report. 2. Click Submit. Reports display in HTML and open in a new window. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 233 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Standards Reports > Reading Standards Reports 3. Click Report Options to print the report from a PDF file or download it in Microsoft® Excel®. 4. Save reports by downloading, or in the Content Collection when available. Reading Standards Reports All standards reports default to HTML and open in a new window. Reports contain clickable areas that drill down into the supporting data, and then drill back up. Report Area Supporting Data Report Standards Comparison Bars Not Used Covered Not Covered A list of standards that are not used. A list of standards that are covered, and aligned content types. A list of standards that are not covered. Standards Column Numbers Not Used Covered Not Covered A list of standards that are not used. A list of standards that are covered, and aligned content types. A list of standards that are not covered. Discipline Column Name of the standards set Name of the discipline Discipline Coverage Report Learning Level Column Name of the Learning Level Name of Standard Learning Level Coverage Details Standards Coverage Detail Courses Column Name of the course Course Coverage Report Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 234 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Standards Maps > Creating a Standards Map Standards Maps Administrators can compare any two standards documents that have been uploaded to the system and build a map between them. Maps can be created between a previous and a current version of a standards set, a state standards set and a national standards set, or between standards sets from two different states. Only one map can exist between the same two standards sets, but one standards set can be mapped to many other standards sets. A standards map is used to: l Equate standards in the different sets l Identify new standards that exist in one set l Identify standards that are no longer used in one set l Split a standard in one set among multiple standards in another. Once standards have been mapped, existing alignments can be transferred from one set, the base document to another, the target document. Note Maps may be included in Standards Packages that are imported into the system. These maps can be managed, edited, and used to copy alignments from one standards set to another. Creating a Standards Map From the Standards Documents page: 1. Select two standards sets from the list using check boxes. 2. Click Map Standards. The Base document and the Target document display. to switch the base and target, or click Select to accept the base and 3. Click target as displayed. Connecting Standards Using the Standards Map Once a map has been created between two standards documents, individual standards from the base document can be connected to standards in the target document. Once connections are made and confirmed, the alignments can be copied from the base to the target. 1. Use the filtering criteria to find the standard in the base document to connect to the target document. Filter Settings Connection All : Displays all standards in the base document. 1:1: Displays all standards that have a connection to only one target standard. No Connection: Displays all standards that have no connections to any target standards. Confirmed All : Displays all standards in the base document. Confirmed: Displays all standards with confirmed connections. Not Confirmed: Displays all standards that do not have confirmed connections. Alignments All : Displays all standards in the base document. Automatic: Displays all standards that have connections established to allow automatic alignments. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 235 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Standards Maps > Connecting Standards Using the Standards Map Filter Settings Manual: Displays all standards that have connections established to require manual alignments. Learning Levels All: Displays all standards in all learning levels for the base document. Learning Level categories: Displays only the standards that are part of the selected Learning Levels. Standards Type All: Displays all types of standards in the base document. Standards categories: Displays only standards that are classified as the selected types. keywords Display only those standards in the base document that contain the entered keywords in the standard ID or description. 2. Click Add and then click Find Standards to open the Standards Discovery window to locate the corresponding standard in the target document. 3. Select Allow Automatic Alignment to permit the system to transfer alignments without manual over site. 4. Select Confirm Alignments to ensure that selections will be transferred. This process cannot be reversed. All connections must be confirmed before alignments can be copied from the base to the target. 5. Select the connections to transfer. Click Apply Target Alignments to transfer the alignments from the base document to the target document. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 236 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Custom Standard > Creating a Custom Standard Custom Standard Many school districts and institutions incorporate their own learning standards into their respective states' published standards for the purpose of enhancing or extending the state standards. With Blackboard Learn, administrators can create custom standards that are integrated into their respective state' learning standards. Standards Maps can be inserted at any level of the standards hierarchy to extend, expand, or clarify state defined information. Creating a Custom Standard Custom standards must be created from an existing standard or sub-standard. 1. Click the action link of a standard. 2. Select Create Custom Standards. 3. Enter an ID for the standard. IDs must be unique. They can contain numbers, letters, and spaces. Follow state or institutional naming conventions as appropriate. 4. Enter the text that defines the standard. 5. Enter a standard type. Standard types may already be established by the state or institution. Standard types are used to classify standards and become a filter to locate standards for alignments. 6. Select the check box to allow alignments. 7. Click Submit to save and add the custom standard to the list of standards. Custom standards can be edited and deleted. They can be set to allow or not to allow alignments, and they appear in Learning Standards reports. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 237 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Building Blocks > Creating a Custom Standard About Building Blocks Building Blocks are an easy and secure way to extend Blackboard Learn. Just a few of the ways Building Blocks can be used are custom portal modules, new content tools, and new user tools. Building Blocks must be created by the Organization or downloaded before they can be installed. To download a Building Block, contact the vendor or go to http://buildingblocks.blackboard.com. Note Many Building Blocks will not work with Blackboard Learn - Basic Edition. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 238 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Installing and Uninstalling Building Blocks > How to Install a Building Block Installing and Uninstalling Building Blocks For Blackboard Learn - Enterprise Edition, Building Blocks are installed and uninstalled from the Install Building Blocks page or using the B2Manager command line tool. For Blackboard Learn - Basic Edition, building blocks must be installed, uninstalled, and managed using the B2Manager command line tool. This topic includes step-by-step instructions for installing a Building Block and for uninstalling a Building Block from the Administrator Panel. For information about the command line tool, see B2Manager Command Line Tool. In some cases, installing a new version of a Building Block may require the existing version to be uninstalled before installing the new version. If overwriting the Building Block does not work, try this method. Note Building Block vendors may occasionally upgrade their Building Blocks. Follow instructions from the vendor to run an upgrade. Be aware that an upgrade will uninstall the old version of the Building Block and replace it with the new version. How to Install a Building Block Before a Building Block can be installed, it must be downloaded or created. 1. On the Administrator Panel, under Building Blocks, click Building Blocks. 2. Click Installed Tools. 3. Click Upload Building Blocks. 4. Click Browse and locate the Building Block .war file. The path to the Building Block should appear in the field. This file may also be a .zip file. Note Building Blocks can be created using Building Blocks technology or acquired from third-party vendors. Blackboard maintains a catalog of Building Blocks at http://buildingblocks.blackboard.com. 5. Click Submit to upload the .war file to Blackboard Learn. 6. Click OK to go back to the Building Blocks page. 7. To enable the Building Block, click Available in the Availability list for the Building Block. When the Building Block is first made available the list of permissions required by the Building Block is displayed. This is a security feature to protect Blackboard Learn from dangerous content. If you are concerned about the permissions given to a Building Block, contact the vendor and ask about the permissions before approving the permissions. 8. Click Approve to make the Building Block available and allow it the listed permissions. How to Uninstall a Building Block Note It is also possible to disable a Building Block. Disabling will keep the Building Block in Blackboard Learn but the Building Block will not be available to users. This may be preferable to complete removal if the Building Block will be used again in the future. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 239 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Installing and Uninstalling Building Blocks > What Happens to Building Block Content? 1. On the Administrator Panel, under Building Blocks, click Building Blocks. 2. Click Installed Tools. 3. In the row for the Building Block to be removed, click Delete. 4. Click OK to approve the removal of the Building Block. What Happens to Building Block Content? Content Tools that are added as Building Blocks allow Instructors to create different types of content and display it to users. When these content tools are removed or made unavailable, it restricts the ability for users to access this content. Within a Course, the links to content items created with a Building Block will not appear to Students when the Building Block is removed or made unavailable. Instructors will see the links to the content but will not be able to open or view the content. The content will become available again if the Building Block is once again made available. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 240 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Building Blocks > How to Manage Building Blocks Managing Building Blocks For Blackboard Learn - Enterprise Edition, all Building Blocks can be managed from the Building Blocks page or using the B2Manager command line tool. For Blackboard Learn - Basic Edition, Building Blocks must be installed, uninstalled, and managed using the B2Manager command line tool. This topic provides information about the Building Blocks page. For information about the command line tool, see B2Manager Command Line Tool. How to Manage Building Blocks 1. On the Administrator Panel, under Building Blocks, click Building Blocks. 2. Click Installed Tools. The following table describes the available tasks. To . . . click . . . Make changes to the Building Block Settings. This button will only appear if the Building Block is configurable. Make any changes to the configuration of the Building Block. The settings are specific to each Building Block and may contain items such as license files, external resources, or global settings. Remove the Building Block Delete. This action is irreversible. Make the Building Block unavailable/ available The list in the Availability column and select one of the following values: l Inactive: In this state the Building Block is registered but cannot execute any code, including configuration scripts. This is the default state when all Building Blocks are first installed. l Available: The Building Block is available to users. l Unavailable: The Building Block is registered, can execute code, but is not available to users. Set the default availability within Courses for a Building Block tool The list in the Course/Org Default column. This option determines whether the tool is available by default within Courses. Examine details about the Building Block View Components. This page lists the components that make up the Building Block as well as a description, its version number, the vendor information, and its default and available languages. Download a Building Block Find and Download Building Blocks. This links to http://buildingblocks.blackboard.com. Building Blocks can be downloaded to a computer and then added to the system. Downloading a Building Block will not install it. To install a Building Block after it has been downloaded, see How to Install a Building Block. Install a Building Upload Building Block. For more information, see How to Install a Building Block. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 241 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Building Blocks > How to Manage Building Blocks To . . . click . . . Block Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 242 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. B2Manager Command Line Tool > How to Run the B2Manager Command B2Manager Command Line Tool For Blackboard Learn - Enterprise Edition, system administrators can manage any Building Block using the B2Manager command line tool. For Blackboard Learn - Basic Edition, system administrators can manage signed Building Blocks using the B2Manager command line tool. The tool verifies that the Building Block being managed is certified for use with the Basic Edition. If the Building Block is certified for use only with the Enterprise Edition, the tool will return an error. How to Run the B2Manager Command 1. From a command line, change to the following directory, where blackboard_ home is the Blackboard Learn installation location: UNIX Syntax: cd %/usr/local/blackboard_home/tools/admin Windows Syntax: cd C:\blackboard_home\tools\admin 2. From this directory, type the following to run the B2Manager command using the desired operation, where filename is the name of the Building Block .war file and B2_Handle is the "Handle" that identifies the Building Block. To identify the handle of the Building Block, enter one of the List commands (-v or -l): UNIX Syntax: B2Manager.sh < -c VALUE | -r | -s VALUE | -v | -l > [filename | B2_Handle] For example: To change the system status of the MyB2 building block to active, type:B2Manager.sh -s AVAILABLE MyB2 To list all Building Blocks in verbose form, type:B2Manager.sh -v Windows Syntax: B2Manager.bat < -c VALUE | -r | -s VALUE | -v | -l > [filename| B2_Handle] For example: To change the system status of the MyB2 building block to active, type:B2Manager.bat -s AVAILABLE MyB2 To list all Building Blocks in verbose form, type:B2Manager.bat -v Note To identify the handle of the Building Block, enter one of the List commands (-v or -l). Command Description -c Change the default Course or Department status of the specified Building Block. This option determines whether the tool is available by default within Courses. Valid values: Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 243 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. B2Manager Command Line Tool > How to Install or Update a Building Block Command Description AVAILABLE or UNAVAILABLE -r Remove the specified Building Block from the system. This action is irreversible. -s Change the system status of the specified Building Block. Valid values: l INACTIVE: In this state the Building Block is registered but cannot execute any code, including configuration scripts. This is the default state when all Building Blocks are first installed. l AVAILABLE: The Building Block is available to users. l UNAVAILABLE: The Building Block is registered, can execute code, but is not available to users. -v List all installed Building Blocks in verbose form. If the filename or B2_Handle is specified, only the information for that Building block will be listed. -l List all installed Building Blocks in short form. If the filenameor B2_ Handle is specified, only the information for that Building block will be listed. Format of listing: "B2 Name" B2_Handle by Vendor [System Status] SetupURL How to Install or Update a Building Block Step 1: Install the Building Block Type the following command, where blackboard_home is the Blackboard installation location and B2_Path & Filename is the full path and file name of the Building Block being installed or updated: UNIX Syntax: /usr/local/blackboard_home/tools/admin/B2Manager.sh -i B2_Path & Filename.war For example: /usr/local/blackboard_home/tools/admin/B2Manager.sh -i /usr/local/MyB2.war Windows Syntax: C:\blackboard_home\tools\admin\B2Manager.bat -i B2_Path & Filename.war For example:C:\blackboard_home\tools\admin\B2Manager.bat -i C:\BuildingBlocks\MyB2.war Step 2: Configure the Building Block Note Enterprise Edition system administrators configure the Building Block using these steps or from the Administrator Panel. Under Building Blocks, click Building Blocks, and then click Installed Tools. 1. Type the following command, where blackboard_home is the Blackboard installation location: UNIX Syntax: /usr/local/blackboard_home/tools/admin/B2Manager.sh -v Windows Syntax: Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 244 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. B2Manager Command Line Tool > What Happens to Building Block Content? C:\blackboard_home\tools\admin\B2Manager.bat -v 2. In the verbose list, locate the Building Block being configured. 3. From the Setup field, copy the URL listed and paste it into a web browser. If asked to authenticate, use your Blackboard administrator credentials. 4. Follow the steps provided by the Building Block provider to complete the configuration process. What Happens to Building Block Content? Content Tools that are added as Building Blocks allow Instructors to create different types of content and display it to users. When these content tools are removed or made unavailable, it restricts the ability for users to access this content. Within a Course, the links to content items created with a Building Block will not appear to students when the Building Block is removed or made unavailable. Instructors will see the links to the content but will not be able to open or view the content. The content will become available again if the Building Block is once again made available. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 245 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Mashups > What Happens to Building Block Content? About Mashups Mashup Building Blocks allow Instructors and Students to discover, select, and embed content from an external Web site without ever leaving the Blackboard Learn interface. Note Mashup Building Blocks are not available with Blackboard Learn – Basic Edition. Following are the default Mashup Building Blocks that are included with Blackboard Learn: l Flickr: a site for viewing and sharing photographic images. l SlideShare: a site for viewing and sharing PowerPoint presentations, Word documents, or Adobe PDF Portfolios. l YouTube: a site for viewing and sharing online videos. Mashup Building Blocks are available by default, but they must be configured. For more information, see Managing Building Blocks. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 246 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Mashups > What Happens to Building Block Content? Configuring Mashups Note Before using a Mashup Building Block, review the terms of use for the external source. 1. On the Administrator Panel, under Building Blocks, click Building Blocks. 2. Click Installed Tools. 3. In the row for the desired Mashup, click Settings. The following table describes the optional settings that are available. Field Description Filtering YouTube Mashup only. Select Yes to filter out videos that have been flagged as inappropriate by YouTube users. Be aware that inappropriate content may still appear in search results even when this option is enabled. Note Because YouTube users flag content based on their perceptions, inappropriate content may still appear in search results even when this option is enabled. API Key or YouTube Client ID Provide your Organization's key or ID to track your Organization's usage of the application. If left blank, the default Blackboard key or ID will be used. Note If this setting is changed, it will apply only to content created after this change is made. It will not be applied retroactively to existing content. Shared Secret Key or YouTube Developer Key Provide your Organization's key to track your Organization's usage of the application. If left blank, the default Blackboard key will be used. Default Language SlideShare and YouTube Mashups only. Choose the language in which you want to view the SlideShare or YouTube interface. This will change only the interface, not any text entered by other users. Note If this setting is changed, it will apply only to content created after this change is made. It will not be applied retroactively to existing content. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 247 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Open Standards Content Player > About the Content Player Building Block Open Standards Content Player About the Content Player Building Block The Open Standards Content Player Building Block ships with Blackboard Learn and must be made available by the Administrator. Content Player Version Content Types Played 2004.3.4 SCORM 1.2, IMS, NLN, SCORM 2004 (up to 3rd Edition) Note The Content Player Building Block, like many Building Blocks, will not work with Blackboard Learn - Basic Edition. Using the Content Player in a Course The Open Standards Content Player Building Block uploads content that conforms to SCORM, IMS, or NLN standards to a Course. Instructors see IMS, SCORM, and NLN as additional Content Types for adding content. When adding SCORM, IMS, or NLN data, the Instructor can choose to add a Results Center Item, as well as select from other standard content item options. When a user interacts with a package, the attempt is shown in the Results Center. Additional attempt data such as total viewing time and completion status are also recorded to assist the Instructor in evaluation. From the users’ perspective, IMS, SCORM, or NLN Content Items are seamlessly presented with other Course content, and can even be added to a Learning Module. Supported Standards The Open Standards Content Player Building Block supports the SCORM standard and the IMS standard for Web content, as well as NLN Content, which conforms to SCORM and IMS. IMS Content The Open Standards Content Player Building Block supports content that conforms to the IMS Content and Packaging 1.1.2 standard with the webcontent attribute. Further information about the standard can be found at: http://www.imsglobal.org/content/packaging/#version1.1.2 SCORM Content The Open Standards Content Player Building Block supports content that conforms to the SCORM 1.2 standard and the SCORM 2004 3rd Edition standard. The Instructor does not need to determine ahead of time whether the content is designed as 1.2 or 2004 compliant. The Content Player will make this determination to play the content. Further information about the standard can be found at: http://www.adlnet.gov NLN Content The Open Standards Content Player Building Block supports NLN content, which conforms to SCORM and IMS standards. The United Kingdom NLN Materials Team is responsible for Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 248 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Open Standards Content Player > Making the SCORM, NLN, and IMS Content Types Available commissioning and developing e-learning materials for the NLN, and offers advice on best practices in integrating the NLN materials into teaching and learning schemes. Further information about the standard can be found at: http://www.nln.ac.uk/ Making the SCORM, NLN, and IMS Content Types Available Depending on the needs of an Organization, one or all three of these Content Types can be made available for Instructors to use in their Courses. Regardless of which Content Type is turned on, the Building Block will do the work of determining the type of package and playing the content properly. Deciding which Content Type to expose in the dropdown of the Action Bar relates largely to what term the Instructors and Course Builders use for standards-based content. For example, If users at an Organization are more generally aware of SCORM content than NLN content, that corresponding Content Type can be turned on and the other two turned off. How to Make the Content Player Building Block Available on Blackboard Learn When updating Blackboard Learn, the latest version of the Content Player Building Block will automatically install. The new version of the Content Player allows the playing and modification of all content previously added. Results Center items will still be manageable from the Results Center. No new Results Center items can be added for the previously added content. In Blackboard Learn, the Open Standards Content Player Building Block is automatically updated to the latest version. The Administrator must set the Building Block to Available. 1. On the Administrator Panel, under Building Blocks, click Building Blocks. 2. Click Installed Tools. 3. In the row for the Open Standards Content Player Building Block, click Available in the Availability list. When the Building Block is first made available the list of permissions required by the Building Block is displayed. This is a security feature to protect Blackboard Learn from dangerous content. 4. Click Approve to make Building Block available and allow it the listed permissions. The Content Packages for the SCORM, IMS, and NLN Content Type tools can be managed like other Content Types by clicking Tools on the Administrator Panel under Tools and Utilities. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 249 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About SafeAssign > How SafeExercises Work About SafeAssign SafeAssign compares submitted exercises against a set of academic papers to identify areas of overlap between the submitted exercise and existing works. Safe Assign is used to prevent plagiarism and to create opportunities to help students identify how to properly attribute sources rather than paraphrase. SafeAssign is effective as both a deterrent and an educational tool. How SafeExercises Work SafeAssign is based on a unique text matching algorithm capable of detecting exact and inexact matching between a paper and source material. SafeExercises are compared against several different databases, including: l Internet: Comprehensive index of documents available for public access on the Internet l ProQuest ABI/Inform database: More than 1,100 publication titles and about 2.6 million articles from 1990's to present time, updated weekly (exclusive access) l Organizational document archives: Contains all papers submitted to SafeAssign by users in their respective organizations l Global Reference Database: Contains papers that were volunteered by students from Blackboard client organizations to help prevent cross-organizational plagiarism Global Reference Database Blackboard’s Global Reference Database is a separate database where students voluntarily donate copies of their papers to help prevent plagiarism. It is separated from each organization’s internal database, where all papers are stored by each corresponding organization, and students are free to select the option to check their papers without submitting them to the Global Reference Database. Students submit their papers to the database voluntarily and agree not to delete papers in the future. Submissions to the Global Reference Database are extra copies that are given voluntarily for the purpose of helping with plagiarism prevention. Blackboard does not claim ownership of submitted papers. SafeAssign Originality Reports After a paper has been processed, a report will be available detailing the percentage of text in the submitted paper that matches existing sources. It also shows the suspected sources of each section of the submitted paper that returns a match. Instructors can delete matching sources from the report and process it again. This may be useful if the paper is a continuation of a previously submitted work by the same student. Because SafeAssign identifies all matching blocks of text, it is important to read the report carefully and investigate whether or not the block of text is properly attributed. Interpreting SafeAssign Scores Sentence matching scores represent the percentage probability that two phrases have the same meaning. This number can also be interpreted as the reciprocal to the probability that these two phrases are similar by chance. For example, a score of 90 percent means that there is a 90 percent probability that these two phrases are the same and a 10 percent probability Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 250 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About SafeAssign > Results Center Integration that they are similar by chance and not because the submitted paper includes content from the existing source (whether or not it is appropriately attributed). Overall score is an indicator of what percentage of the submitted paper matches existing sources. This score is a warning indicator only and papers should be reviewed to see if the matches are properly attributed. l Scores below 15 percent: These papers typical include some quotes and few common phrases or blocks of text that match other documents. These papers typically do not require further analysis, as there is no evidence of the possibility of plagiarism in these papers. l Scores between 15 percent and 40 percent: These papers include extensive quoted or paraphrased material or they may include plagiarism. These papers should be reviewed to determine if the matching content is properly attributed. l Scores over 40 percent: There is a very high probability that text in this paper was copied from other sources. These papers include quoted or paraphrased text in excess and should be reviewed for plagiarism. Results Center Integration SafeExercises are created with associated Results Center items. The score is then recorded in the Results Center. For more information about the Results Center, see About the Results Center. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 251 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring and Registering SafeAssign > How to Configure and Register SafeAssign Configuring and Registering SafeAssign SafeAssign enables organizations to link in to a Global Reference Database of academic content. The Global Reference Database allows organizations to search their own data repository as well as that of a host of other data repositories. Access to the database is enabled by default. To connect to the Global Reference Database, ensure that the Blackboard Application servers are allowed to access the following host and port: l Host: https://www.safeassign.com:8443 l Port: TCP 80 (HTTP) How to Configure and Register SafeAssign 1. From the Admin Panel, click Building Blocks. 2. Click Installed Tools. 3. Locate the SafeAssign Building Block. 4. Click Settings for the SafeAssign Building Block. 5. Enter the following information: l Organization Name l Local Server URL Note The Local Server URL is for the purpose of validating the registering system and to prevent spoofing and hacking into the central service database. l Contact First Name of the SafeAssign administrator contact l Contact Last Name of the SafeAssign administrator contact l Contact Email address of the SafeAssign administrator contact l Contact Job Title of the SafeAssign administrator contact 6. Select a Time Zone. This will ensure that the time displayed within the SafeAssign Building Block matches that of the Blackboard Learn server. 7. Select Show Student ID to allow Instructors to view the Student IDs in the table that lists submitted papers. If not selected, Instructors see only the Student's name. 8. Enter the Organization Release Statement text that appears in every SafeExercise on the system alerting Students that their work will be checked for plagiarism. Leave the text box blank to not provide a warning. 9. Select Global Reference Database Activity to submit SafeExercises to the Global Reference Database and allow analysis of papers submitted from other organizations. If not selected, this access is restricted. 10. Select I accept to accept the SafeAssign License Agreement. 11. Click Submit. 12. Click Settings for the SafeAssign Building Block to open the Settings page again. If the connection is successful, the message “Connection Status: Established” will appear at the top of the page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 252 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring and Registering SafeAssign > How to Enable SafeAssign in Blackboard Learn After successfully connection to SafeAssign, a join code is provided in the receipt. Please take note of this join code as it is used to help identify your organization and its associated submission data. This join code is also helpful in troubleshooting and when migrating servers. How to Enable SafeAssign in Blackboard Learn 1. From the Administrator Panel, click Building Blocks. 2. Click Installed Tools. 3. Locate the SafeAssign Building Block. 4. Select Available in the Availability column and in the Course/Org default column. How to Enable SafeAssign in Courses 1. From the Administrator Panel, under Courses, click Course Settings. 2. Click Course Tools. 3. Filter by Building Blocks Tools. 4. Locate SafeAssign in the list and select On. Note that SafeAssign is not available to guests or observers. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 253 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating SafeExercises > How to Create a SafeExercise Creating SafeExercises SafeExercises appear in courses as a new content type and are added to any course content area. Please note that SafeExercises are different from Exercises and there is no connection between the content types. It is not possible to make an existing Exercise a SafeExercise without starting from the beginning. Like regular Exercises, however, SafeExercises are integrated with the Results Center. How to Create a SafeExercise 1. From a content area within a course, select the SafeExercise content type from the Select drop-down list and click Go. The Add SafeExercise page appears. 2. Complete the page using the table below as a guide and click Submit. Field Description Title Type a title for the SafeExercise. Points Possible Type the points possible for the SafeExercise. This value will be shared with the Results Center Item created for the Safe Exercise. Text Type instructions for completing the SafeExercise. Available Select whether or not the SafeExercise should be visible to Students. Availability Dates Use these controls to set the date range when Students can interact with the SafeExercise. It is possible to set only a Start date or only an End date. Drafts Allows Students to validate their paper without submitting it to the organizational database. Useful as an instructive tool to help Students learn how to attribute papers properly. Students Viewable Determines whether or not Students can see the report generated when their papers are submitted. Urgent Checking Sets papers to a high priority in the queue. Optional Announcement Create Select Yes to create an Announcement about the SafeExercise. Subject Type a subject for the Announcement. Message Type a message for the Announcement. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 254 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Using DirectSubmit > How to Submit Papers through DirectSubmit Using DirectSubmit DirectSubmit generates SafeAssign reports on papers submitted outside of a SafeExercise and it may also be used to add papers to the organizational database. Because DirectSubmit is not integrated with the Results Center, Instructors should use SafeExercises to collect submissions whenever possible. DirectSubmit allows Instructors to submit papers one at a time or several at once by including them in a .ZIP file. Note that .ZIP packages should contain no more than 100 papers and submitting more than 300 papers in a session is not recommended. As well, papers with over 5000 phrases or that are more than 10 MB in size cannot be submitted. How to Submit Papers through DirectSubmit 1. From the Control Panel, under Course Tools, click SafeAssign. 2. Click DirectSubmit. A list of folders and papers will appear. This list includes papers already uploaded through DirectSubmit. Blackboard recommends that files not be deleted from DirectSubmit as this will delete them from the organizational database of existing materials. 3. Navigate to a folder where the paper or papers will be uploaded. 4. Click Submit Papers. 5. Select Upload File and browse for the file. Individual papers as well as papers that are grouped in a .ZIP package are accepted. Alternatively, select Copy/Paste Document and add the document text in the field. 6. Select the upload options: l Submit as Draft: A SafeAssign report will be generated however the paper will not be added to the organizational database and will not be used to check other papers. l Skip Plagiarism Checking: Adds the papers to the organizational database without checking for content copied from other sources. This is useful if an Instructor wants to upload papers from an earlier course to ensure that current students are not reusing work. 7. Click Submit. Shared Folders and Private Folders Direct Submit Shared Folders are viewable by anyone with access to the Direct Submit tool through the course. Multiple Instructors and Teaching Assistants can view submissions related to a course in Shared Folders Private folders can be used to manage papers for an individual instructors. These folders follow the instructor and are available in any course where that user has Instructor level privileges. Supported File Types Direct Submit supports the following file types: l Microsoft Word document (.doc) l Rich Text Format (.rtf) Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 255 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Using DirectSubmit > Supported File Types l HTML (.htm or .html) l Text (.txt) l Zip-compressed multiple files (.ZIP) Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 256 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Submit a SafeExercise > How to Submit a SafeExercise Submit a SafeExercise SafeExercises appear in content areas throughout courses. How to Submit a SafeExercise 1. From a content area within a course, select the SafeExercise and click View/Complete. The Upload SafeExercise page appears. 2. Complete the fields using the following table. Field Description Name Displays the tile of the SafeExercise. Instructions Displays the instructions for the SafeExercise. Comments Enter any comments for the Instructor in this field. File to Attach Click Browse to locate a file to upload as a SafeExercise. Global Reference Database Select this option to upload your paper to the Global Reference Database. It will be used to check papers from other schools for plagiarism. The paper will only be used to check for plagiarism. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 257 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Viewing SafeAssign Submissions > How to View a Student Submission Viewing SafeAssign Submissions Student submissions and the SafeAssign reports associated with submissions are viewable by accessing the SafeExercise using the View/Complete link after submitting the paper. This option is only available if allowed by the Instructor. How to View a Student Submission Open the SafeExercise by clicking View/Complete. The submission will appear with the following columns appear for each SafeExercise: Field Description Text Select this option to view the Student’s paper and any comments from the Student. File Select this option to download the Student Submission. Matching The percentage listed is the percentage of the paper that matches other sources. Please read the full report to determine if the matching is properly attributed. SA Report Select this option to view the full SafeAssign report. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 258 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Submissions > How to View Submissions Managing Submissions Student submissions and the Safe Assign reports associated with submissions are viewed from the SafeAssign link on the Control Panel, found under the Course Tools heading. The SafeAssign area lists the SafeExercises in the course. click a SafeExercise to view and result submissions. How to View Submissions 1. From the Control Panel, under Course Tools, click SafeAssign. 2. Locate the specific SafeExercise in the list and click View. A list of Student submissions will appear with the following columns appear for each SafeExercise: l Text: Select this option to view the Student’s paper and any comments from the Student. l File: Select this option to download the Student Submission. l Matching: The percentage listed is the percentage of the paper that matches other sources. Please read the full report to determine if the matching is properly attributed. l SA Report: Select this option to view the full Safe Exercise report. l Clear Attempt: Select this option to delete the submission from the database, for example, if the Student uploaded the wrong file. Evaluating a Submission SafeExercises are integrated into the Results Center and may be accessed and evaluated directly from the Results Center like other Exercises. SafeExercises are not automatically evaluated; like existing manually evaluated Exercises they will display with a ‘!’ indicating action required by the instructor. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 259 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running SafeAssign Originality Reports > Report Layout Running SafeAssign Originality Reports SafeAssign Originality Reports provide detailed information about the matches found between a submitted paper and existing sources. The SafeAssign report identifies all matching blocks of text. It is the responsibility of the instructor and student to investigate whether the matching text is properly referenced or not. Detailing every match prevents detection errors due to differences in citing standards. Report Layout SafeAssign reports are divided into three sections: l Report Information: This section lists data about the paper, such as the author, percent Matching, and when it was submitted. This section also includes options for downloading the report, emailing the report, or viewing a printable version. Note that the printable version may be the most effective view of the report for those users that rely on assistive technologies to access Blackboard Learn. l Suspected Sources: This section lists the sources that have text that matches the text of the submitted paper. Users may select sources, exclude them from the review, and process the paper again. This is useful if a source is a previous work from the same student for the same exercise, or if there is some reason that lengthy sections of a particular source appear in the paper. Processing the paper again will generate a new value for the percent matching without using the excluded sources. l Manuscript Text: This section shows the submitted paper. All matching blocks of text are identified. Clicking a matching block of text will display information about the original source and the probability that the block or sentence was copied from the source. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 260 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Web Services > How to Access the Web Services Page Managing Web Services The System Administrator can view installed Web Services, render them available or unavailable for use, and manage the IP addresses which access a specific Web Service. How to Access the Web Services Page On the Administrator Panel, under Building Blocks, click Web Services. How to Manage the Web Services Internal Secret This secret is used by the Web Service framework to validate the security of the Web Service session between calls. It must be between 6 and 128 characters long. Changes are applied immediately. Any connected Proxy Tools must reconnect before continuing. 1. Click Manage Web Services. 2. In the Internal Secret field, make the necessary changes. 3. Click Submit. How to Manage Availability 1. Select the check boxes for the appropriate Web Services. 2. Point to Availability and click Available or Unavailable. How to Manage SSL Choice 1. Select the check boxes for the appropriate Web Services. 2. Point to SSL and click Set as required or Set as Not Required. How to Manage Discoverability The Discoverability setting determines whether the Web Services Description Language (WSDL) renders upon request. It does not affect the normal operation of the Web Service. 1. Select the check boxes for the appropriate Web Services. 2. Point to Discoverability and click Make Discoverable or Make Not Discoverable. How to Manage Logging Type 1. In the contextual menu for the appropriate Web Service, click Edit. 2. In the Select Logging Type, click Off, Common, or Individual 3. Click Submit. Note The Common logging sends information to a single file that contains log information for all the Web Services that use the Common logging type. Individual logging sends information to a specific log file for this Web Service. How to Manage IP Filters IP Filters are a list of individual IP addresses or IP address ranges to block or allow. These filters are applied for all access to this Web Service. These are applied before any per-ProxyTool filters are applied. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 261 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Web Services > How to Manage Web Service Operations 1. In the contextual menu for the appropriate Web Service, click Edit. 2. In the IP Filters field, type individual IP addresses or a range of IP addresses. Type one address per line. Note Type BLOCK a.b.c.d to block an IP address or range of addresses. Type ALLOW a.b.c.d to allow an IP address or range of addresses. Wildcards (*) are allowed in any position of the IP address. IP address ranges are specified using a slash as follows: a.b.c.d/e.f.g.h 3. Click Submit. How to Manage Web Service Operations System Administrators can control the level of access for each operation associated with a Web Service. 1. In the contextual menu for the appropriate Web Service, click Operations. 2. Select the appropriate level of access : a. Permit Any Authorized Access: Select the check boxes for an operation and select this option from the Change Access list. Or select this option in the contextual menu in the Restriction column for the appropriate operation. b. Permit Tool-Authorized Access: Only Web Service sessions that were authenticated using the loginTool method are allowed to call the method. Select the check boxes for an operation and select this option from the Change Access list. c. Block Access: All calls to this method will fail. Select the check boxes for an operation and select this option from the Change Access list. Or select this option in the contextual menu in the Restriction column for the appropriate operation. How to View Permissions In the contextual menu for the appropriate Web Service, click Permissions. For more information, go to http://www.blackboard.com/Support/Extensions.aspx. How to Download Documentation In the contextual menu for the appropriate Web Service, click Download Documentation. Click OK to download a ZIP file containing the javadocs for this Web Service. Note This documentation is in the javadoc format for the sake of convenience. The javadocs are provided to describe logical operations and arguments, not to declare an exact method of coding. Client programs can be written in any WSDL enabled language. Use the languagespecific syntax to invoke the methods based on the WSDL contract. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 262 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Proxy Tools > How to Find the Proxy Tools Page Managing Proxy Tools From the Proxy Tools page, users can view existing Proxy Tools, assign properties to all Proxy Tools on the system, manage the availability of Proxy Tools, and make other changes to any Proxy Tool within the system. How to Find the Proxy Tools Page 1. On the Administrator Panel, under Building Blocks, click Building Blocks. 2. Click Proxy Tools. How to Manage Global Properties for Proxy Tools Note Use the Proxy Tool Registration Password field to restrict access to the registerTool method. Proxy Tools that must supply the password entered in this filed to register themselves. The Proxy Tool cannot login as a tool until a password is specified on the Proxy Tool configuration page. Proxy Tools cannot receive any entitlements until granted by giving the individual Proxy Tool its own password. Note Allowing access to Unknown Proxy Tools means that these Proxy Tools can connect and use user-based authentication to access Web Services. A password is required and access is restricted based on the users entitlements within the system. Access for unknown Proxy Tools can be accomplished without explicitly granting them the right to use Web Services. Note Exposing the Tool Consumer Profile allows Proxy Tools to auto-discover the capabilities of the system by using the URL /webapps/ws/wsadmin/tcprofile. Disabling this does not disable proxy tools, but it disables their ability to perform pre-registration capability validation. 1. Click Manage Global Properties. 2. Provide or edit the Proxy Tool Registration Password. 3. Select the Allow Unknown Proxy Tool check box if appropriate. 4. Select the Expose Tool Consumer Profile if appropriate. 5. Click Submit. How to Edit a Proxy Tool 1. In the contextual menu for the appropriate Proxy Tool, click Edit. 2. Make changes to any of the fields. For more information, see Register Proxy Tools. 3. Click Submit. How to Delete a Proxy Tool In the contextual menu for the appropriate Proxy Tool, click Delete. -orSelect the check boxes for the appropriate Proxy Tools, and then click Delete. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 263 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Registering Proxy Tools > How to Find the Proxy Tools Page Registering Proxy Tools The System Administrator can link to a Proxy Tool descriptor which registers the tool, places access points according to defined properties, and enables access to the Web Service through the Proxy Tool. Before registering a Proxy Tool, there are three Global Properties to keep in mind: l Use the Proxy Tool Registration Password field to restrict access to the registerTool method. Proxy Tools that must supply the password entered in this filed to register themselves. The Proxy Tool cannot login as a tool until a password is specified on the Proxy Tool configuration page. Proxy Tools cannot receive any entitlements until granted by giving the individual Proxy Tool its own password. l Allowing access to Unknown Proxy Tools means that these Proxy Tools can connect and use user-based authentication to access Web Services. A password is required and access is restricted based on the users' entitlements within the system. Access for unknown Proxy Tools can be accomplished without explicitly granting them the right to use Web Services. l Exposing the Tool Consumer Profile allows Proxy Tools to auto-discover the capabilities of the system by using the URL /webapps/ws/wsadmin/tcprofile. Disabling this does not disable proxy tools, but it disables their ability to perform pre-registration capability validation. How to Find the Proxy Tools Page 1. On the Administrator Panel, under Building Blocks, click Building Blocks. 2. Click Proxy Tools. How to Register a Proxy Tool without Placements 1. In the Register Proxy Tool list, click Create Proxy Tool without Placements. 2. Provide the Vendor and Program information. 3. Determine the Availability of the Proxy Tool by clicking Unavailable or Available. Note If the Proxy Tool is not Available, then it cannot login to any Web Service using any authentication methods in addition to having any requested placements disabled. 4. Provide a Shared Password. Note The Shared Password is required only for tool-authenticated Web Service sessions. 5. Provide individual IP addresses or a range of IP addresses to allow or block in the IP Filters field. Type one address per line. Note Using IP Filters is optional and all IP addresses are allowed by default (ALLOW*). Here are some guidelines for using the IP Filters: l Type BLOCK a.b.c.d to block an IP address or range of addresses. l Type ALLOW a.b.c.d to allow an IP address or range of addresses. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 264 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Registering Proxy Tools > How to Register a Proxy Tool with Placements l Wildcards (*) are allowed in any position of the IP address. l IP address ranges are specified using a slash as follows: a.b.c.d/e.f.g.h 6. Click Submit. How to Register a Proxy Tool with Placements 1. In the Register Proxy Tool list, click Create Proxy Tool with Placements. 2. In the Known Servers list, select a Proxy Server and click Go. -orProvide the registration URL for the proxy server in the Server Registration URL field. Note Use the full path for the URL furnished by the Proxy Tool vendor. 3. Click Submit. How to Download Sample Tools 1. Click Download Sample Tools. 2. Click OK to accept the download of a ZIP file containing sample Proxy Tools. What's in the Sample Tools Package The ZIP file contains the following sample tools: l .NET-based Proxy Tool l Java-based Proxy Tool l Java-based Proxy Server Note Consult the README and the LICENSE_for_samples files before using the sample tools. The most current information is included in these files and may supersede this documentation. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 265 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Content Management > Enabling SSL About Content Management The features and functions described in this part are available when the content management capabilities have been licensed. The Content Collection is a file repository with several sophisticated features for working with content. It is fully integrated with Blackboard Learn when the content management capabilities have been licensed. It provides repositories for Blackboard Learn Courses and Users. This section reviews how to manage the Content Collection through the Administrator Panel. The Content Collection allows users to store, share, and publish content within personal user folders, Course folders and Organization Folders. This document explains how to organize and manage content in ways that are beneficial to them and to other users in the system. Setting Up the Content Collection The Content Collection is in a “disabled” mode after installation. This gives the Administrator a chance to configure and configure the Content Collection before making it publicly available for all to access. Turn on the Content Collection and appropriate Tools and Features. If Portfolios are enabled, select which constituencies may use this feature. Turn on the Content Collection and its features from: Administrator Panel > Content Management > Feature and Tool Management > Feature and Tool Availability Enabling SSL Authentication for Web Folders (also known as WebDAV) occurs in plain text. Blackboard strongly recommends running SSL. If SSL is not used, authentication may be compromised. How to Set up the Portal This section is relevant only for clients who license the community engagement capabilities of Blackboard Learn. Follow the steps below to set up the Portal: 1. If Portal Direct Entry is enabled, disable the Content Collection for Guests and any other constituencies that should not use it, such as Prospective Students and Observers. Administrator Panel > Content Management > Tabs and Modules > Tab Groups > Tab Group: Content Collection > Edit 2. Select Properties next to each Content Collection module then set the System Availability of the module. 3. Enable Content Management Portal Modules. These include: Bookmarks, Course Content, Organization Content, My Content, My Portfolios, Department Content, Search, and Workflow Activities. Administrator Panel > Content Management > Tabs and Modules > Modules 4. Select Edit Properties next to each Content Management Module. How to Configure Content Management Settings The following steps explain which Settings must be initially configured: Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 266 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Up the Content Collection > How to Configure Full Text Search 1. Set up Virtual Hard Drives for users. This determines which constituencies have folders available in the users directory. The quota for these folders is setup in Default Folder Settings. Administrator Panel > Content Management > Content Management Settings > Virtual Hard Drive 2. Select the availability of virtual hard drives. If virtual hard drives are made available, select for which constituencies folders are created. 3. Set up Default Folder Settings. This determines which folders will be created by default in the Content Collection, such as Course folders within the Courses directory for users with specific constituencies. It also allows the Administrator to set a quota for user folders. Administrator Panel > Content Management > Content Area Management > Default Folder Creation Settings 4. Select Edit next to each top level folder. Set the permissions and default quotas for each top level folder. These options for top level folders may be changed in the future, BUT changes will only affect new folders created. 5. Set up Privacy Settings, this determines whether the Content Collection respects the user’s privacy. Users have the option of choosing whether or not their user information is made public in the User Directory of Blackboard Learn. The Privacy Settings page allows Administrators to determine whether these privacy settings chosen by users will be respected during user searches of the Content Collection. Administrator Panel > Content Management > Content Management Settings > Privacy Settings 6. Enable the Deletion Audit Trail for the Document Stores. This setting tracks how long files will remain in the system before being permanently deleted. This log is stored in the database; the lifetime may be set fairly high without affecting system performance. Administrator Panel > Content Management > Technical Settings > Document Stores > Manage > Deletion Audit Trail Settings 7. Turn on the Deletion Audit Trail for each Document Store by entering the number of days for the Delete Audit Trail Lifetime. 8. Enable persistent cookies. Using persistent cookies increases the usability of WebDAV; users will not be asked to authenticate multiple times. Administrator Panel > Content Management > Technical Settings > Authentication Settings How to Configure Full Text Search Configure full text search indexing options. This sets the time of day and the duration for the system to rebuild the Full Text Search Indexes. It is recommended that option be set to a minimum of one hour. Administrators may also choose to use the Immediate Update option, which will update the index as files are added to the system. This setting may impact performance. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 267 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Up the Content Collection > How to Configure Display Options Administrator Panel > Content Management > Technical Settings > Full Text Search Settings If the system has automated backup, check that the settings on the Full Text Settings page do not interfere with the backup. How to Configure Display Options The Display Options allow the Administrator to set up how the Content Collection appears to users. Administrator Panel > Content Management > Display Options The following areas must be configured in Display Options: l Content List Display Options: Set which features are available in the Action Bar, such as Add Folder and Copy. Determine which columns will appear, such as Display Size and Display Permissions. l Menu Display Options: Choose how the left-hand navigation menu appears to users. l Manage View Items: Customize the appearance of the Shortcut and Folder Views. How to Enable Content Management Features Follow the steps below to enable some of the features available in the Content Collection: 1. Make Portfolios available on the system. Select which constituencies have access to this functionality. Administrator Panel > Content Management > Portfolios > Portfolio Settings 2. Modify Portfolio Templates to suit the Organization and make them available. Administrator Panel > Content Management > Portfolios > Personal Portfolio Templates Administrator Panel > Content Management > Portfolios > Basic Portfolio Templates 3. Set the availability of eReserves. Administrator Panel > Content Management > Content Management Settings > eReserves 4. Enable Web Folders. Administrator Panel > Content Management > Feature and Tool Management > WebFolders 5. Enable the availability of the Learning Objects Catalog. Administrator Panel > Content Management > Learning Objects Catalog > Catalog Availability 6. Select Catalog Managers. Administrator Panel > Content Management > Learning Objects Catalog > Catalog Management Options Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 268 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Up the Content Collection > How to Enable Content Management Features in Courses How to Enable Content Management Features in Courses Follow the steps below to enable Content Management features available in Blackboard Learn Courses: 1. Allow Instructors to check links to Content Collection items within a Course. Set the Check CS Links tool to Available. Administrator Panel > Courses > Course Settings > Course Tools 2. Allows Instructors to copy files from a Course to the Content Collection. Set the Copy Files to CS tool to Available. Administrator Panel > Courses > Course Settings > Course Tools How to Access the Content Collection Once enabled, the Content Collection Tab will appear when a user logs into Blackboard Learn. The Administrator may access the Content Collection through this tab or through the Manage Content option on the Administrator Panel. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 269 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Up Customized Authentication Page Flow > Implementing requestAuthenticate() Setting Up Customized Authentication Page Flow This section discusses how to customize the routing between pages in Blackboard Learn. An Organization may customize routing by uploading a custom login page to Blackboard Learn server (via the Customize Login Page link on the System Control Panel), or by implementing the requestAuthenticate() method on the HttpAuthModule interface. The Customize Login Page function on the System Control Panel allows the Administrator to download a template for the login page and then upload a modified template to the server. This allows the Administrator to add extra script functionality to the login page hosted by Blackboard Learn. Note Organizations interested in customizing their Blackboard Learn login page must not remove the JSP tags on the page. Implementing requestAuthenticate() If the user wishes to redirect to a login form on a page hosted by another application, instead of using the Customize Login Page function, the user should implement the HttpAuthModule interface method requestAuthenticate() to do a redirect. For authentication to function properly, any login form on a page hosted by another application must submit the form to the login broker at the Organization’s URL (for example, a login page hosted at “http://another.organization.com” must submit its login form to the URL “http://your.organization.edu/webapps/login”). Redirecting to the Original Target URL If a user has clicked a bookmarked URL that leads into the Blackboard Learn, but they are not currently authenticated, the application will route the user to the login broker URI with the originally requested URL preserved. The login broker expects that the rest of the application will preserve the originally-requested URL, in URL-encoded form, as either a hidden form variable or a query string parameter named new_loc. Any custom Login page uploaded to the Blackboard Learn server, or any third-party script page that requestAuthenticate() redirects to, must keep this contract as well. If not, the Blackboard Learn will route to its default entry page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 270 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Document Store Settings > How to Edit the Content Management Document Store Settings Document Store Settings Make sure to check the Document Store settings for the content management document store and make adjustments based on actual usage. How to Edit the Content Management Document Store Settings 1. In the Blackboard Learn Administrator Panel, click Technical Settings, and then click Document Stores. 2. In the contextual menu for a Document Store, click JDBC Settings. The following table describes the available fields. Recommended Setting Field Name Description Connection Expiration Number of minutes before a live connection is expired to release the memory used 5 Maximum Connections Maximum number of connections in the connection pool This setting limits the size of the connection pool to allow maximum performance. Depending on the database configuration and hardware, too many connections can lower performance. 100 The default setting of 50 means that the system can support up to 50 connections to that particular storage location at one time from each application server. Often it is necessary to increase this value if images or other content is loaded regularly, such as from the My Organization page. In this case, you would also increase the Minimum Connections. In rare cases, the Maximum Connections could be set as high as bbconfig.httpd.maxclients to ensure that a connection is available for each possible incoming client connection. Note This should only be done for those storage databases that are being used very heavily. Minimum Connections Minimum number of connections in the connection pool This setting limits the size of the connection pool to allow maximum performance. Too few connections can lower system performance. 10 For all storage databases, regardless of usage, this should not be set below 5. This allows for some standing connections to remain even when the system is mostly idle. Building up connections is very work intensive, and because it is serialized (only one new connection can be added at a time), locking issues will occur if the minimum connections are set too low. Dead Connection Timeout Period Number of seconds before a connection to the document store database is considered “dead” and is deleted from the connection pool 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 271 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. 300 About the Content Collection > Accessing Content Collection folders About the Content Collection Administrators can manage all content in the Content Collection through the Manage Content link on the Administrator Panel or through the Content Collection tab. Administrators are automatically granted Manage permissions to all files and folders. This allows them to perform any action on all files and folders. These actions include: l Move, copy, rename, and delete all files and folders l Create files and folders in all directories l Manage all files and folders. This includes setting locks, quotas and permissions. l Search all files and folders For more information about using and managing content, see About Content Management. Accessing Content Collection folders All personal folders appear when the Administrator opens the Users, Courses, e-Reserves, or Departments folders. For example, when Courses is opened, only folders for Courses in which the Administrator is enrolled or in which he or she is the Instructor will appear. Administrators may access and manage ALL Users, Courses, e-Reserves and Departments folders in the Content Collection. All folders and files may be opened through the Find Folder, Search and Go To Location tools. When the library or Organization Folders are opened, all folders that are available in the Content Collection appear. Creating Course and User folders When a new Course or user is added to Blackboard Learn, corresponding folders in the users or Courses folders in the Content Collection are not automatically created. A personal folder in users is automatically created the first time the user enters the Content Collection. A Course folder in Courses is automatically created when the Instructor enters the Content Collection. Students in a Course will not see a Course folder unless the Instructor or Administrator grants them permissions to do so. An Administrator will not be able to locate a user’s home folder (for example, /users/StudentA) or a Course folder (for example, /courses/Course ID) until the user has entered the Content Collection at least one time. When the user first enters, the Content Collection generates all appropriate folders for the user. Additional Notes Administrators should keep the following in mind while managing content: l Administrators may assign Workflow tasks through the Administrator Panel. Tasks must be edited and tracked through the Content Collection Tab. l Administrators may set the quota of Course folders. A quota should only be set for these folders to manage hardware limits. If possible, leave this field blank. l Take care when granting permissions to areas of the Content Collection, as all folders and items inherit permissions from the parent folder. For example, if permissions were granted in the /courses directory, these permissions would also exist for everything in the /courses directory. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 272 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Removing Users and Courses > How to Remove Courses Removing Users and Courses It is important that Administrators clean up the Content Collection on a regular basis, such as at the end of each semester. As Courses, Departments and users are deleted from Blackboard Learn, the Administrator must remove them from the Content Collection. How to Remove Courses When a Course is deleted from Blackboard Learn, the Administrator must remove it from the Content Collection. The Course folder will no longer appear, but Administrators and Users who have permissions to the Course folder (aside from Course User permissions) may also search for and locate the Course. If a new Course is created in Blackboard Learn with the same Course ID as the Course that was deleted, issues will arise if the Course was not removed from the Content Collection. The Course will not be created in the Content Collection because it already exists. 1. On the Administrator Panel, under Content Management, click Manage Content. 2. Click the Courses folder. 3. Select the check box next to the Course folder and click Remove from Display in the contextual menu for the Course. How to Remove Users When a user is deleted from Blackboard Learn, the user is not automatically removed from the Content Collection. The user’s folder will no longer appear, but it may be searched and located. The Administrator must remove the user from the Content Collection so that issues do not arise. If the user is not removed from the Content Collection and a user with the same username is added to the Blackboard Learn, a folder with this username will appear in the Content Collection. However, this will be the folder for the original user, with all of the original contents and permissions intact. 1. On the Administrator Panel, under Content Management, click Manage Content. 2. Click the Users folder. 3. Select the check box next to the appropriate user and click Remove from Display in the contextual menu for the User. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 273 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Orphaned Content > How to Find and Manage Content Orphaned by Users Managing Orphaned Content Content is considered orphaned when the user that owns the content no longer has a valid system account or if a Course or Department is removed from the system but content related to that Course or Department still appears in the Content Collection. Orphaned content does not include content owned by disabled or inactive users. How to Find and Manage Content Orphaned by Users 1. On the Administrator Panel, under Content Management, click Administrator Search. 2. Click Content Orphaned by Owner. The following table describes the available options. Option Description Export Use this option to download the selected files and folders as a .ZIP package. Move Use this option to move the selected files and folders to a new location in the Content Collection. Delete Use this option to delete the content from the system. Change Owner Use this option to change the owner of the content and move it to a new location. 3. Click OK. How to Find and Manage Content Orphaned by Location 1. On the Administrator Panel, under Content Management, click Administrator Search. 2. Click Content Orphaned by Location. The following table describes the available options. Option Description Export Use this option to download the selected files and folders as a .ZIP package. Move Use this option to move the selected files and folders to a new location in the Content Collection. Delete Use this option to delete the content from the system. Change Owner Use this option to change the owner of the content and move it to a new location. 3. Click OK. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 274 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Organizing Content in Folders > About Organizing Content Organizing Content in Folders About Organizing Content Before adding any content to the Content Collection, users should plan out how they will manage their content. This will allow them to organize content in a way which best meets their individual needs. Similarly, if Administrators design the folder structure according to the Organization’s needs, more effective planning, training and messaging can be applied. Files in the Content Collection are organized in a tree structure of nested folders up to, and including, the content area level. This means that each folder may contain other subfolders and files. The term "items" refers to files and folders. A folder stores both files and other folders. Folders are automatically available to the user who added the folder but must be shared if other users are to view the folder and its contents. It is important to remember that all folders are contained within other folders up to the root (/) folder. Root folders are folders in which all other folders are placed. Content areas, such as Users, Courses, Organization, and Library, are simply folders stored under the root folder. Note The system does not allow subfolders with the same name in a single parent folder. For example, two folders named Group Projects may not be created in the top-level of the username folder. The system also does not allow files with the same name to exist in a folder. The system is case-sensitive, however, so as long as files and folders have different capitalizations, the characters can be the same. For example, Group Project and Group project folders can be created in the same parent folder. Private Content Space and Public Content Space Creating separate folders for personal content (private space) and folders that are available to other users (public space) is very helpful. This method allows the user to have certain folders available only to them, where they can store personal content. For example, one personal folder may contain papers and projects that are in progress, while another contains professional content that is not ready to be shared, such as resumes and cover letters for jobs. Additional permissions for these personal folders are not granted to anyone else. When a document is ready to be shared, it may be copied or moved to a public folder. For example, if an Instructor is working on a Course document he or she can create the draft in a personal folder, and then move it to a shared folder when it is complete. The shared folder is shared with all users enrolled in the class (public space that is set to be available to only Course members), and allows for collaboration. Creating a Private Folder A private folder is created in the same way as other folders in the Content Collection, through the Add Folder option. The permissions granted on the folder determine whether or not it is private. l In the username folder, a private folder is a subfolder that is not shared with any other users. A user may create a subfolder in his or her username folder and not grant any other users permissions to it. l In a Course folder, a private folder may be specifically for the Instructor, or it may also be accessible by users with other Course Constituencies. For example, a private subfolder may be created with permissions granted to the Instructor, Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 275 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Organizing Content in Folders > Creating a Public Folder Teaching Assistant, and Course Builder. This folder would not be available to any Students enrolled in the Course. Creating a Public Folder Similar to private folders, public folders are created in the same way as other folders, using the Add Folder option. The permissions granted on a folder determine whether or not it becomes to multiple users and groups of users. Any user with Manage Permissions may share the item with a wider audience. l In a username folder, a public folder may be created and shared with a group of users collaborating on a project. l In a Course folder, a public folder may be created and shared with all users enrolled in the Course. This folder would include Course information or articles that the whole class needs to read. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 276 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Up Folder Permissions > Organizing Folders Setting Up Folder Permissions Organizing Folders It is helpful if users organize folders in a way that allows them to manage permissions by folder, rather than by file. For example, create a folder that contains all files used in a group project. This way the entire folder may be shared with the group members, rather than trying to manage permissions on separate items stored in different folders. Only Read permission should be added to a top-level folder, for example the username folder. Any time a Permission is added or changed on the top-level folder, check any subfolders or files designated as Private and verify that additional permissions have not inadvertently been added that would expose protected information. Sharing Folders When adding folders and files to the Content Collection, keep in mind which users and user lists the content will be shared with. Try to create folders in which all items are to be shared with the same users. When items shared with the same users are spread out among different folders, it may become very difficult to manage. For example, if the user plans on creating documents that will be applicable to all users at the Organization, they should create a folder that will be shared with All System Users, then add the specific items to this folder. Sharing files Files are automatically available to the user that added the file but must be shared if other users are to view the item. Files inherit permissions from the folder they reside in. This means that if a file is added to a folder that already has Read and Write permission for certain users or user lists, the those same users will also have Read and Write permission on the newly added file. Overwrite Option on Folders When editing or adding permissions to a parent folder, the user has the option to force all files and subfolders to inherit these permissions. For example, if the Read and Write permissions are added to the folder, and an item within the folder has Read, Write, and Remove permissions, Remove permissions would be removed from the file. All subfolders and files within the parent folder would be granted Read and Write permissions. If this option is not selected, the files and subfolders are automatically granted any additional permission given to the parent folder, but existing permissions are not removed. For example, if Read, Write and Manage permissions are added to the folder, and an item within the folder has Read, Write, and Remove permissions, the permissions for the file would remain Read, Write and Remove, and Manage would be added. After editing permissions on a folder, the user may edit the permissions on an item, but these will be overwritten the next time permissions on the parent folder are changed. This is one reason storing items with the same purpose and audience in a single folder makes managing permissions much easier. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 277 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Sharing and Finding Content > About Tools for Sharing and Finding Content Sharing and Finding Content About Tools for Sharing and Finding Content A number of tools are available to facilitate sharing content and searching for content that has been shared. These options are dependent on the level of the folder shared, for example granting permission on a top-level folder versus a subfolder. Remember that when a folder is shared, permissions are granted to all content in the folder. Find Folder The Find Folder option allows users to search for top-level folders they have permissions to, for example if another user has granted him or her Read permission on a username folder. When a user is granted permissions to a top-level folder, the Find Folder option allows the user to locate the folder and add it to his or her Content Collection Menu, which makes it easy to access the folder on a regular basis. Users may decide to share a top-level folder with another user, and then adjust the permissions on the content within, limiting the content this user may access. For example, grant the user Read permission on the username folder. Then open the folder and remove Read permission for the content this user should not view. The user may still use the Find Folder option, but they will only view specific content in the folder. Search Search allows users to locate all files and folders that have been shared with them. When a search is performed only those items to which a user has permissions will be returned. If permissions are granted on a nested folder (and not the top-level folder) the user may search for the folder and bookmark it. The Find Folder option may not be used on nested folders. Go To Location Go to Location allows users to go directly to a specific folder that has been shared with them in the Content Collection. This time-saver allows users to enter the path to open a folder and Bookmark the location at the same time. Bookmarks Bookmarks give quick access to frequently used content a without having to navigate through several folders. Bookmarks can be organized into folders and subfolders as needed by the user. This tool is helpful when permissions are granted on a nested folder, since the Find Folder tool may not be used. Workflow Activities If a user is expected to take action or respond to an item, it is helpful to send a Workflow Activity with the item. When a Workflow Activity is created users are selected to share the item with and permissions are granted. An option may also be selected to send an email to these users stating that this item has been shared with them and that a Workflow Activity is attached to it. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 278 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Sharing and Finding Content > Passes Passes Passes may be used to share a file with a user for a specific amount of time. This is especially useful for sharing files with users who do not have system accounts. When a pass is created, the user decides whether to grant Read or Read and Write permission to the file with the pass. When the time allotted for the pass is over, the user will no longer be able to access the file. Portfolios Portfolios allow users to collect and organize files into custom Web pages. These Portfolios can then be presented to individuals and groups of users. It is important that users consider the permissions granted to files that are linked to in a Portfolio. If another user has permissions (other than Read) to a file that is linked to a Portfolio, the file may be edited or removed, resulting in issues for the Portfolio users. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 279 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Course Content Folders > Organizing Course Content Managing Course Content Folders Organizing Course Content Administrators often consider whether or not to make the Courses folder in the Content Collection available to Instructors, content designers and/or Students. Using the /courses or /departments Folders The Courses and Departments folders can be used in several ways: l As a sandbox for Instructors, Teaching Assistants and Course Builders to create and share documentation amongst themselves, which may be linked to from inside the Course for sharing with the Course members. l As a space for Students to directly access or collaborate on some of the Course content. l To provide workspace and access to documents for broad user groups, such as all the Instructors who are teaching in a department or all Instructors who are interested in a specific research topic. Using the /courses or /departments Folders as a Sandbox The Course folder may be used as a sandbox for each Course’s Instructors, Teaching Assistants and Course Builders to create and share documentation amongst themselves. Additional permissions do not have to be applied, because these constituencies already have default Full permission for their Courses. After content is created in the Course folder, it may be linked to from inside the Course for sharing with the Course members. Allowing Students Selective Access to Course or Department Folders Instructors may want Students to have access to the Course folder to collaborate on group projects or write to collective documentation. For this to happen, permission should be extended to Students in the Course on the top-level Course folder (named using the Course ID). Sub-folders may be made selectively unavailable by removing Student permission to these ‘private’ folders. Providing Storage, Workspace, and Access for Content Collections Realistically, many Organizations will have groups of users who are not members of the same Courses or Departments who should have access to the same content. To enable this, the System Administrator could create a Course ID or Department ID for a nonexistent Course, for example ‘BotanyLevel1’, and then enroll all users who will interact with content for that topic as Instructors, Course Builders or Students in the Course. The following is an example of how this Course may be set up: l Give content managers and the constituency of Instructor in the Course to grant them Manage permission to all content. This will allow them to link to the material from their Courses. l Give content creators the constituency of Course Builder in a Course and grant them Write permission to all content (remove the default Manage permission for Course Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 280 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Course Content Folders > Creating Folders in the Course Content Area Builders, or create a new portal constituency with only Read and Write access on the Course folder). l If content consumers (Instructors) will link to the material directly from their Courses, they must be Instructors in the Course. Otherwise, they only need Read access to view the material, and can first copy the material into their own Course folders before linking to it. Make the Course unavailable to ensure that it can be accessed from the Content Collection /courses area, but cannot be accessed from e-Reserves or from the Course catalog or Courses portal modules. As long as the Course ID is not deleted, the Course folder will appear in the Content Collection. This model allows content to be accessible beyond the timeline of an individual Course. Creating Folders in the Course Content Area The Course and Department Folders use existing IDs (Course IDs and Department IDs) to create subfolders. For example, if a Course has a Course ID of Biology100, the Course folder in the Content Collection is automatically named Biology100. Folders cannot be manually added to the Courses or Departments top level folders, but subfolders may be added using Add Folder once inside the specific Course or Department Folder. Accessing the Course Content Area Administrators should consider who has access to Courses folders. By default, the system is set up to give Full permission to the Instructor, Teaching Assistants and Course Builders. This also means that the folder is generated the first time one of these users clicks on the Content Collection tab. These default constituency designations may be edited clicking Content Area Management on the Administrator Panel, clicking Default Folder Creation Settings, and then selecting Edit in the contextual menu for the /courses folder. Selecting additional Course Constituencies grants Full permissions to those users. If users such as Students should only have Read access in an area, the permission must be edited on the Manage Permission folder for that individual Course after the Course folder has been generated. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 281 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Organization Folders > Organizing the Organization Folder Managing Organization Folders Organizing the Organization Folder There are two main areas found in the Organization Folder, one for Organization Content and one for library content. In addition or as an alternative to serve the needs of members in a broader context than just a single Course or Department for storage and access to Course content. Folders can be created for whole departments, for library branches, or for any group of users that exists in the Organization’s setting. In addition to using the Course Content area, the Organization area can be used to serve the needs of users in a broader context than just a single Course or Department. Folders can be created for whole departments, for library branches, or for any group of users that exists in the Organization’s setting. Setting up this area involves creating subfolders, then setting permission on those folders to control access to them. The Organization area gives All System Users Read permission to the Organization Folder. This permission is extended to all subfolders under the Organization Folder. After creating a subfolder, use the Manage Permission page to manage access to it. A typical use case would be to create subfolders in the Organization or Library folders, remove All System Users Read access to the subfolder, and grant specific permission on the subfolder so that only a specific group of users sees the folder, and a smaller subset of those users can write to, remove items from, or manage the subfolders. Specific examples are discussed below. The eReserves subfolder in the Library folder has separate rules and uses associated with it. Please see Additional Documentation below for specific eReserve information. Creating Shared Course Content The temporary nature of Course folders makes it beneficial to put content that is public in nature and could be useful to many Instructors in a centralized place. In this way, folders for types of content can be created, such as the Biology folder, the French folder, and the Algebra folder. The following is an example of how the permissions would be set up: 1. Remove All System Users Read access on the subfolders. 2. Grant full permissions (Read, Write, Remove and Manage) to any users or user group who should manage this area. Users with Manage permission would create additional subfolders, assign permissions, and set folder properties. 3. Think about which users or groups of users will be creating the content for a subfolder, and assign Read and Write access to them. 4. Give Read access to Instructors or Course Builders who might want to use the content. Instructors will not directly link to this content from their Course, because they do not have Manage permission on the files. Instead, they could copy the file into their Course or user folder and link to it there if needed. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 282 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Organization Folders > Creating Library Content in the Library Folder Creating Library Content in the Library Folder Similar to the example above, the Library folder can be used to set up subfolders for the Law Library and the Medical Library, for example, and then grant the librarians of those Organizations additional permissions. One or more librarian who manages the folder would have Manage access, and other librarians may have Read, Write and possibly also Remove permissions. Faculty, staff and Students who should see the content in a specific folder would be granted Read permission based on a user list or an Organization Constituency. Remember to remove All User Accounts Read access from folders considered protected or private for a certain subset of the Organization community. Creating Private and Public Folders The Administrator may choose to create private and public subfolders within the Organization area. l Private Folder: Access to a private folder is limited to one or a few users. For example, a folder may be created to which only the librarians have access. They may use this area to manage documents about library processes and procedures. l Public Folder: Content in public folders is usually made available to a large number of users. For example, a folder including all of the schedules for athletic teams may be created and shared with All System Accounts. Note The Administrator may decide to retain the Organization area as a public information area and not store protected content in this area Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 283 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Planning Customization > Organization Color Planning Customization This section is intended for Administrators to use while considering the setup and style of the Content Collection user interface. Before customizing the interface, it is best to be able to identify the Content Collection areas and tools. These include, but are not limited to, the following: l Content areas, such as My Content and Course Content l Tools, such as Portfolios and the Learning Objects Catalog l Actions that can be performed on an item, appearing in the action bar of the Content List To determine the best display options for the Content Collection, consider the user interface elements from the perspective of the affected user groups and Organization standards. Organization Color Most Organizations have an established identity that includes a set of colors. Blackboard Learn allows for color customization throughout, including the Content Collection Menu. It is recommended to make color selections for all tools at one time, even if you plan on rolling out the use of some tools later. This will make color selection a one-time task. Tip Highly contrasting colors make text easier to read. If an Organization’s colors are not easy to read against one another, consider using black or white with the colors. Tools Consider policy decisions that may affect the use of certain tools on the system. Portal clients may consider making tools available to particular Organization Constituencies based on policy decisions and rollout plans for the system. RegulationsRegulations Consider any regulations that your Organization has placed on file-sharing, use of certain types of files due to copyright laws, or hard drive space and availability. Discuss these regulations with interested parties prior to setting up the Content Collection. Terminology When displaying a tool for use, consider any Organization naming conventions that may be appropriate. For example, if the Organization uses the term Section instead of Course, an appropriate name for that area may be Class Content. If the Organization has been growing its Learning Objects Catalog by another name, use that name for the toolbox header and shortcut label. Instructor, Course Builder, Librarian, Catalog Manager, Learner Access When setting the availability of tools, consider users who may need to access the tool before it is ready for consumption by general system users. For example, when rolling out the Portfolio tool, you may choose to only provide access to a pilot group of users, such as Professors. This option is available only when the community engagement capabilities have been licensed. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 284 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Customizing Tools and Actions > About Tools and Actions Customizing Tools and Actions About Tools and Actions Each type of activity in the Content Collection is considered an action or a tool. An action is performed on an item in the Content Collection, such as Copy, Move, or Remove. A tool is an operation or series of actions, and is displayed in the Content Collection Menu (the left frame of the browser). Examples of tools include Portfolios and the Learning Objects Catalog. Customizing Tools and Actions Tools and actions may be customized and controlled system-wide. This table lists tools and actions, their locations in the Content Collection, and how their appearance may be customized. Tool or Action Display Location Customize Display Options eReserves Sub-folder of Library under section with default name Organization Content Rename Shortcut Learning Objects Catalog Toolbox in the Content Collection Menu Rename shortcut and tool. Choose color of header and text Portfolios Toolbox in the Content Collection Menu Rename shortcut and tool. Choose color of header and text Virtual Hard Drive First area in the Content Collection Menu, called My Content by default Rename shortcut and tool. Choose color of header and text Action bar buttons (ten operations) Action bar above the Content List Choose to display each button including Web Folders, Add Item, Add Folder, Copy, Move, Remove, Workflows, Email Items, Bookmark Items, and Download Items Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 285 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. System Availability and Display Options > About System Availability and Display Options System Availability and Display Options About System Availability and Display Options All of the tools and actions in the Content Collection may be made available or unavailable system-wide. Administrators also control which users see the tool and the style of the tool (such as font and color). Managing System Availability and Display Options System availability of a tool is controlled from the tool link in the Content Management area on the Administrator Panel. Administrators may make tools available to everyone on the system or only to users with specific Organization Constituencies. The Display Options page allows Administrators to control whether a tool appears on the Content Collection Menu. Administrators may also customize the style of a tool on the menu. The following table explains these concepts. Concept What is this? How is it managed? System Availability Make the tool available or unavailable for the entire system. Each tool has its own link in the Content Management area of the Administrator Panel. Display Options Choose to hide or display a tool or item and select its style In the Content Management area of the Administrator Panel, click Display Options. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 286 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Content List Display Options > How to Set the Content List Display Options Content List Display Options Administrators may set which actions can be performed on the Content List page by users. For example, the option to copy items may be made available, or hidden from the Content List page. Administrators may also set which columns appear on the page. How to Set the Content List Display Options 1. On the Administrator Panel, under Content Management, click Display Options. 2. Click Content List Display Options. The following table describes the available fields. Field Description Display Actions Click Yes or No to select which items will appear in the Action Bar. Actions that do not appear are hidden. They are not restricted. Display Columns Click Yes or No to select which columns will be displayed in the Content List. Quota Information Select Yes or No to determine if quota information for the files will appear. Set Default Items per Page Select the number of items that will be displayed on the page before the user must page to the next window to view additional records. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 287 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Menu Display Options > How to Set Menu Display Options Menu Display Options Administrators may customize the presentation of the left-hand navigation menu to users. For example, they can allow users to view the menu in only the Shortcut View or the Folder View. They may also select a default view if both options are available. How to Set Menu Display Options 1. On the Administrator Panel, under Content Management, click Display Options. 2. Click Menu Display Options. The following table describes the available fields. Field Description Menu Display Options Content Collection Menu View Select the menu view that will be available to users. Folder View Options Display Expand All/Collapse All Icons Select Yes for the Expand/Collapse icons to display to users. These icons are only displayed in the Folder View of the menu. Select No and the Expand/Collapse icons will be hidden. Display Refresh Select Yes and the Refresh option will be available to users. This option is only displayed in the Folder View. Selecting this option permits users to update the left-side navigation menu to display any changes that have been made to the menu. Select No and the Refresh option will not be available to users. User Preference If both the Folder and Shortcut view are on, the user’s preference will override the default set by the Administrator. For example, if the User selects the Shortcut view, the Shortcut view will appear, even if the Administrator has set the default to the Folder view. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 288 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Shortcut View > How to Manage the Shortcut View Shortcut View The Manage Shortcut View page is used to control the appearance of the Shortcut View in the Content Collection Menu. The Shortcut View includes icons that open the content areas in the main panel. Changes to the Shortcut view will NOT impact the Folder view of the Content Collection. How to Manage the Shortcut View 1. On the Administrator Panel, under Content Management, click Display Options. 2. Click Manage View Items. 3. In the contextual menu for the Content Area or Tool, click the Shortcut View. 4. Edit the Shortcut Name or change the Shortcut Availability. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 289 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Shortcut View Properties > How to Set Shortcut Properties Shortcut View Properties The icons that appear in the shortcut view can be renamed and toggled on and off. How to Set Shortcut Properties 1. On the Administrator Panel, under Content Management, click Display Options. 2. Select Manage View Items. 3. In the contextual menu for the Content Area or Tool, click Shortcut View. The following table describes the available fields. Field Description Shortcut Name Shortcut Name [r] Edit the name of the content area. The current name will display in this field. Shortcut Availability Display Tools in the Shortcut View Select Yes or No to display a shortcut to the content area. If No is selected this area will not appear on the left-side navigation menu. This area is hidden, not disabled, in the system. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 290 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Folder View > How to Manage the Folder View Folder View The Manage Folder View page is used to control the appearance of the Folder view in the Content Collection Menu. The Folder view displays a tree of the folders in each area of the Content Collection. Users may expand and collapse folders and subfolders, as well as access Tools and Portfolios. Changes to the Folder view will NOT impact the Shortcut view of the Content Collection. How to Manage the Folder View 1. On the Administrator Panel, under Content Management, click Display Options. 2. Click Manage View Items. 3. In the contextual menu for the Content Area or Tool, click Folder View. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 291 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Folder View Properties > How to Set Folder View Properties Folder View Properties Administrators may change the names of areas that appear in the Folder View as well as the color of the header areas and the availability of the area. How to Set Folder View Properties 1. On the Administrator Panel, under Content Management, click Display Options. 2. Click Manage View Items. 3. In the contextual menu for a content area, click Folder View. The following table describes the available fields. Field Description Shortcut Name Name [r] Edit the name of the content area. The current name will display in this field. Header Options Display Learning Objects in the Folder View If Yes is selected, this area will appear in the Folder View. If No is selected, this area will be hidden, but not disabled. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 292 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Customizing the Action Bar > How to Change the Name of a Tool in the Shortcut View Customizing the Action Bar The Administrator may customize which actions are displayed on the Content List. Actions that may be performed on items in the list appear in the Action Bar. Examples include Web Folder, Copy, Remove, and Workflow Activities. Web Folders is a tool and an action item. The display of this button on the action bar is selected on the Content List Display Options page, but system availability of the tool is handled from the Web Folders link in the Administrator Panel. For more information, see Configure WebDAV for Web Folders. Tip If Web Folders are made unavailable on the system, it is good practice to remove that action item from user view on the action bar. How to Change the Name of a Tool in the Shortcut View 1. On the Administrator Panel, under Content Management, click Display Options. 2. Click Manage View Items. 3. In the contextual menu for the tool, click Shortcut View. 4. In the Shortcut Name field, provide the new name for the tool. How to Change the Name of a Tool in the Folder View 1. On the Administrator Panel, under Content Management, click Display Options. 2. Click Manage View Items. 3. In the contextual menu for the tool, click Folder View. 4. In the Header Name field, provide the new name for the tool. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 293 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Portfolios > Portfolio Types About Portfolios Portfolios are an invaluable tool in academic and professional development, providing a powerful medium for users to efficiently collect and organize artifacts representative of work completed over time. Portfolios offer a means to demonstrate formative and/or summative progress and achievement. Portfolio authors are empowered with tools to effectively present their information in a cohesive, personalized format. Portfolio Types There are three types of portfolios available in the system: l Personal Portfolios: Personal Portfolios feature more robust tools for authors to give them greater flexibility for personalizing a Portfolio’s style. Users are able to personalize colors, fonts, background images and overall content layout beyond the classic frame-based presentation available with Basic Portfolios. With Personal Portfolios, authors collect one or many independent entities called Personal Artifacts which comprise the actual content presented in the Portfolio. Within the Portfolio, Artifacts are organized through placement on Portfolio Pages. Artifacts can be created as part of or independent of the Portfolio authoring process. Authored Artifacts can be reused in other Portfolios. Administrators have the ability to define whole Portfolio templates that govern settings that apply to the entire authored Portfolio. Templates can control all aspects of the Portfolio style and overall layout. Template designers have the flexibility to define whether certain template settings are restricted (and cannot be altered). l Outcomes Portfolios: Outcomes Portfolios and Personal Portfolios function similarly. Outcomes Portfolios are integrated with Blackboard Learn and can be used to form a standardized workflow for the review of Portfolios. Outcomes Portfolios are always generated from a template to ensure consistency across each Portfolio. Outcomes Portfolios are available only when the outcomes assessment capabilities have been licensed. For more information, see About the Implementation Documentation. l Basic Portfolios: Basic Portfolios serve as a simple tool for quickly creating Portfolios. Basic Portfolios have a simpler design and do not use Artifacts, so it is more difficult to reuse content between portfolios. Administrators may turn off Basic Portfolios. Basic Portfolio features and functions are covered in a separate chapter. My Portfolios The My Portfolios page is the launching point for viewing, creating, and reviewing Portfolios. The My Portfolios page is accessible from the left-hand navigation controls within the Content Collection tab or from the My Portfolios portal module that may appear on other tabs. The My Portfolios page includes a search function to locate a specific portfolio. The list of portfolios includes information on the Portfolio Type, its availability, and links to read comments and manage the portfolio settings. To view a portfolio from the My Portfolios page, click the Portfolio name. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 294 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Portfolios > How to Edit Portfolio Settings Managing Portfolios Administrators can edit Portfolio settings from the Administrator Panel. The controls for Portfolios allow Administrators to define guidelines for Portfolio usage so that users can create like Portfolios for comparison. As well, the Administrator can determine which types of Portfolios are available on the system. How to Edit Portfolio Settings 1. On the Administrator Panel, under Content Management, click Portfolios. 2. Click Portfolio Settings. 3. Set the availability of Portfolios on the system. Portfolios can be turned on and off system-wide for all users or for users with specific constituencies. 4. Set the availability of Personal Portfolios. 5. Set the availability of Basic Portfolios. 6. Click Submit. How to Manage User Portfolios Administrators can view and manage the Portfolios for users. Follow these steps to quickly open the My Portfolios page for a specific user. 1. On the Administrator Panel, under Content Management, click Portfolios. 2. Click Manage Portfolios. 3. Provide or Browse for a Username. 4. Click Submit. 5. The user’s My Portfolios page will appear. The Administrator may manage the user’s Portfolios. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 295 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Personal Portfolio Templates > How to Create a Personal Portfolio Template Creating Personal Portfolio Templates Administrators can define templates for Personal Portfolios. Personal Portfolio templates define the structure and style of Personal Portfolios, leaving it to users to populate the Portfolio with appropriate Artifacts. Templates are useful for applying a standard structure to ensure that user Portfolios meet the educational goals for the Portfolio. Users can select a template when creating a Personal Portfolio. How to Create a Personal Portfolio Template Follow these steps to create a Personal Portfolio Template. 1. On the Administrator Panel, under Content Management, click Portfolios. 2. Click Personal Portfolio Templates. 3. Click Create Template. 4. Provide a name for the Template. This name will appear as a choice for templates when users create a Personal Portfolio. 5. Provide a Title for the Portfolio. The title will appear at the top of the Portfolio. Providing a Description and Instructions is optional. 6. Define the Template Content Settings and Availability. 7. Click Submit. The Template is created. 8. In the contextual menu for a template, click Build the Template. 9. Options for editing the Template properties, defining the Portfolio Styles, and defining the Portfolio Pages will appear. When defining the Portfolio Style or Pages, the Administrator can determine user's ability to edit or add to those settings. 10. Finish defining the template using the following options. The following table describes the available fields. Field Description Select Layout Theme Layouts Select a layout to define the position of contents and navigation items in the Portfolio. Allow Recipient to edit If this box is checked, Portfolio Template recipients can change the background of their Portfolios. Design Background Background Color Select a background color from the swatch menu. Background Image Check the box if no image is to be displayed. New Background Image Browse for a new background image. Allow recipient to edit If this box is checked, Portfolio Template recipients can change the background of their Portfolios. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 296 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Personal Portfolio Templates > How to Create a Personal Portfolio Template Field Description Font Settings Default Font Select a Default Font from the drop down menu. Assign a point size and a color. Default Font Preview The Default Font Preview is display only. Allow recipient to edit If this box is checked, Portfolio recipients can change the default font settings of their Portfolios. Page Title Font Settings Click to open the Page Title Font Settings section. Page titles appear at the top of every page in the Portfolio unless they are hidden. Select Use Template Defaults to use the default font for titles. Select Customize Page Title Font Settings to change the default font. Page Headings Font Settings Click to open the Page Headings Font Settings section. Page headings appear on Portfolio Pages unless they are hidden. Select Use Template Defaults to use the default font for headings. Select Customize Page Heading Font to change the default font. Style Navigation Menu Preview Preview the Menu Items is display only. Style Select Text or Buttons for the Style display. Menu Font Select Use Template Defaults or Customize Navigation Menu Font. If Customize Navigation Menu Font is selected, select a background color and font options. Allow Recipient to Edit If this box is checked, Portfolio recipients can change the Style Navigation Menu of their Portfolios. 11. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 297 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Basic Portfolio Templates > How to Create a Basic Portfolio Template Creating Basic Portfolio Templates Administrators create templates and set template availability from the Add Template page. Note Administrators may place images and media files that are included in Portfolio Templates, in a publicly available folder within the Content Collection. For example, they may create a publicly available folder in Organization for Portfolio Template images. How to Create a Basic Portfolio Template 1. Open the Administrator Panel, under Content Management, click Portfolios. 2. Click Basic Portfolio Templates. 3. Click Create Template. The following table describes the available fields. Field Description Template Information Name Provide a name for the template. Item Create the template in this area using the Text Box Editor. These options are available if the Text Box Editor is on. Template Options Select Yes or No to make this template available to users. Administrators can create templates and make them available at a later date using this feature. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 298 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Basic Portfolio Templates > How to Manage Basic Portfolio Templates Managing Basic Portfolio Templates Templates are used in Portfolios to create custom Web pages. The Administrator may create a series of templates that users can then choose to use when creating a Portfolio. A number of templates are included in the Content Collection. The Administrator may edit these templates to suit the needs of the Organization. Note Existing Portfolio pages will not be changed when a template is edited, removed, or made unavailable. How to Manage Basic Portfolio Templates 1. On the Administrator Panel, under Content Management, click Portfolio Templates. 2. Click Basic Portfolio Templates. The following table describes the available tasks. To . . . click . . . add a template Create Template. delete a template the check box next to each template that should be removed then click Delete, or in the contextual menu for the template name, click Delete. The template will be removed from the system. make changes to a template Edit in the contextual menu for the template name. Administrators edit the template and availability from this page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 299 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Portfolio Settings > How to Configure Portfolio Settings Configuring Portfolio Settings Administrators may make Portfolios available to users with specific constituencies on the Portfolio Settings page. How to Configure Portfolio Settings 1. On the Administrator Panel, under Content Management, click Portfolios. 2. Click Portfolio Settings. The following table describes the available fields. Field Description General Portfolio Availability System Availability Select Yes or No to make Portfolios available on the system. If Yes is selected, select the User Constituencies that may create Portfolios. Available to Note If the community engagement capabilities have not been licensed, this field will not be available. Select the Everyone option to make Portfolios available to everyone in the system. If the Selected Constituencies option is chosen, only those constituencies will have access to the Portfolio. Use the arrows to move these constituencies into the Selected Constituencies list. Portfolios are available to users with constituencies that appear in the Selected Constituencies list. Personal Portfolio Settings Portfolio Creation Availability Specify the availability of Portfolio features by selecting Yes or No. The General Portfolio Availability must be turned on for these settings to be relevant. Basic Portfolio Settings Basic Portfolio Creation Availability Select Yes or No to allow or prevent users from adding Basic Portfolios. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 300 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Catalog Management > How to Set Catalog Management Options Configuring Catalog Management Administrators can determine the availability of tools related to the Learning Objects Catalog, and make these tools and the ability to submit entries to the catalog available based on user constituency. Note Some of these options are only available when the community engagement capabilities have been licensed. The Manage Catalog tool may be set to available or unavailable system wide. If it is set to available, users with specific constituencies are selected to manage the Learning Objects catalog. This includes adding and editing catalog categories and managing catalog entries. This tool appears in the Content Collection menu for all catalog managers. Note If the community engagement capabilities have been licensed, specific constituencies may be selected to manage the Catalog. If these capabilities have not been licensed, only Administrators may act as catalog managers. How to Set Catalog Management Options 1. On the Administrator Panel, under Content Management, click Learning Objects Catalog. 2. Select Catalog Management Options. The following table describes the available fields. 3. In the System Availability field , click Yes to make the Manage Catalog tool available on the system. If No is selected, this tool will be available only to System Administrators. If the community engagement capabilities have been licensed, select which constituencies in the Items to Select list have access the Manage Catalog tool and use the arrows to move these constituencies into the Selected Items list. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 301 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Catalog Availability > How to Configure Catalog Availability Configuring Catalog Availability The View Catalog tool allows users to browse and search the Learning Objects catalog. This tool may be made available to everyone on the system, or only to users with specific constituencies. The Administrator may also choose to make the View Catalog tool unavailable system wide. These settings are selected on the Catalog Availability page. The View Catalog tool appears on the Content Collection Menu for users with constituencies specified on this page. How to Configure Catalog Availability 1. On the Administrator Panel, under Content Management, click Learning Objects Catalog. 2. Click Catalog Availability. The following table describes the available fields. Field Description System Availability To make the View Catalog tool available on the system, click Yes or No . If Yes is clicked, select which user constituencies receive this function. If No is clicked, View Catalog will not be available to any users on the system. Available to To make the View Catalog tool available to all users on the system, click Everyone. If the community engagement capabilities have been licensed, click Selected Constituencies to make the tool available to users with specific constituencies. Select constituencies in the Items to Select list and use the arrows to move these constituencies into the Selected Items list. The View Catalog tool will appear in the Content Collection Menu for users with the selected constituencies. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 302 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Catalog Entry Options > How to Set Catalog Entry Options Setting Catalog Entry Options The Catalog Entry Options page allows the Administrator to select the system availability of submitting entries to the Learning Objects catalog. If Catalog Entry is available, users with the selected constituencies may submit a Content Collection item to the catalog. Catalog managers decide if these entries are approved or rejected. How to Set Catalog Entry Options 1. On the Administrator Panel, under Content Management, click Learning Objects Catalog. 2. Click Catalog Entry Options. The following table describes the available fields. Field Description System Availability To make catalog entry submission available on the system, click Yes or No. If Yes is click, select which user constituencies receive this function. If No is clicked, catalog entries may not be submitted by any users on the system. Available to To allow all users to submit entries to the Catalog, click Everyone. If the community engagement capabilities have been licensed, click Selected Constituencies to make catalog entry submission available to users with specific constituencies. Select constituencies in the Items to Select list and use the arrows to move these constituencies into the Selected Items list. Public Catalog Entry Options In the future, the Organization may decide to add entries to a Public Catalog. If this entry should be included in a Public Catalog, click Yes. If the entry will not be marked for Public Catalogs, click No. If a Public Catalog is made available in the future, this option would have to be selected for each entry that is included. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 303 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About the Library > What is Library Content? About the Library Administrators are responsible for enabling and managing areas within the Library in the Content Collection. This document explains the constituency of Administrators in the Library, and provides details for managing Library permissions and availability. The Library is used to post eReserves, electronic manuscripts, and other Organization resources. It allows integration with Blackboard Learn, making it a powerful way to share and distribute library materials. The two main areas within the Library are Library Content and eReserves. Additional areas may also be added to the Library to meet specific Organization needs by adding subfolders in this area. What is Library Content? Library Content is a folder within the Library that can be organized according to the Organization’s specific needs. This area is intended for content that may be shared across the entire Organization. By default, all system users automatically have read access to all items in Library Content. What is eReserves? The eReserves area within the Library contains materials for which access must be controlled, such as documents with copyrights. This area may be made available only for Courses. This section of the Library is automatically organized by Course. Each Course in Blackboard Learn has a corresponding folder in eReserves. Additional folders may not be added to eReserves. Folders and items in the top-level eReserves folder cannot be manipulated. For example, a Course folder may not be moved, deleted or renamed. Note By default, only the Administrator has permission to manage the folders in the Library. The Administrator must grant permissions to other users who will be managing and organizing the Library. Permissions may be granted to top-level folders or only to certain subfolders. Any user who has Manage permission on the top level folder can grant permissions for folders within it. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 304 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing eReserves > About eReserves Managing eReserves About eReserves The Administrator must turn on eReserves before it is available to any users. Once eReserves is on, a Course folder for each Course will be created within this area. Follow the steps below to turn on eReserves: 1. On the Administrator Panel, under Content Management, click Content Management Settings. 2. Click eReserves. 3. Click Yes 4. Click Submit. What Happens if eReserves is Turned On After the Content Collection Has Been in Use? The Administrator may turn on eReserves at any time, even after users have actively been using the Content Collection for some time. If eReserves is turned on after the Content Collection has been in use, Course folders within eReserves will be generated the first time the Instructor, Teacher’s Assistant, or Course Builder accesses the Content Collection. What Happens if eReserves is Turned Off? If the eReserves function is turned off by the Administrator, folders for new Courses will not be created within eReserves. Existing content will not be removed from eReserve, but the eReserves area will no longer appear under the Library in the left-side navigation area. The Search and Go To Location features may be used to find content in eReserves. If the eReserves function is turned off and then later turned on, Course folders that had not appeared (while it was off) will appear the first time the Instructor, Teacher’s Assistant, or Course Builder accesses the Content Collection. How are eReserve Course Folders Created? The Administrator can use the create-course-directory command line tool to create directories for Courses in the Content Collection and corresponding folders in eReserves. This tool is especially helpful if the Administrator wishes to activate the eReserve folders in advance of the Instructor, Teacher’s Assistant, or Course Builder accessing the Content Collection. A sample use case for this would be to allow librarians to upload materials before a semester begins. Note The Course must already exist in the Blackboard Learn before running this Command Line Tool. Command Syntax: create-course-directory Course ID Example The syntax create-course-directory history100 creates a Course directory for history100. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 305 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing eReserves > Automatic Folder Creation by Instructors Automatic Folder Creation by Instructors If the Administrator does not generate the eReserve Course directory by using the Command Line Tool, Course folders within eReserves are automatically generated the first time the Instructor, Teaching Assistant or Course Builder accesses the Content Collection. At this point, all users enrolled in the Course would be able to see the Course folder in eReserves. Note When the Instructor, Teacher’s Assistant, or Course Builder accesses the Content Collection, all Courses where they hold these constituencies are generated in the /courses folder and in the /eReserves/courses folder simultaneously. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 306 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring e-Reserve Settings > How to Configure e-Reserve Settings Configuring e-Reserve Settings e-Reserves allow librarians to make content available to users throughout the system. Content may be made available in the Library Content folder, or placed into a Course folder within e-Reserves. Administrators may permit or restrict the creation of e-Reserve folders from the Manage e-Reserves page. All users, except Guests and Observers, may view the content in the e-Reserves folders, but only the librarian may add or edit content. How to Configure e-Reserve Settings 1. On the Administrator Panel, under Content Management, click Content Management Settings. 2. Select e-Reserves. 3. Select Yes to create e-Reserve folders for each Course in Blackboard Learn. Select No and e-Reserve folders will not be automatically created. If No is selected and e-Reserves is turned on at a later date, Course folders within eReserves for Courses added while e-Reserves was off, will be automatically generated by the Instructor, Teaching Assistant, or Course Builder. Creating an e-Reserve Directory The create-course-directory command line tool creates a directory for a Course with a given Course ID and assigns appropriate permissions for that Course and constituencies. This command line tool will also initialize the e-Reserve directory for a Course. e-Reserves must be turned on in the system for this to be successful. If the Administrator does not generate the e-Reserve directory, Course folders within eReserves are automatically generated when the Instructor, Teaching Assistant or Course Builder selects the e-Reserves folder in the file system. For example, if the Instructor for a history class would like to create an e-Reserve folder, he or she would click the e-Reserve folder. A folder with the Course ID of the history class will automatically appear in the eReserves area. Librarian Constituency Administrators must create librarians to manage the content of e-Reserves. A librarian is a user who has full permissions to folders in e-Reserves. Librarians are the only users who may add and edit content in this area. All other users, with the exception of Guests and Observers, have read access to this area. Instructors may also add items from e-Reserves to their Courses. How to Create a Librarian Multiple librarians may be created. 1. Check that e-Reserves has been turned on through the Administrator Panel. 2. On the Administrator Panel, under Content Management, click Manage Content. 3. Click the Library link in the file system. 4. In the contextual menu for e-Reserves, click Permissions. 5. Click Select Specific Users. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 307 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring e-Reserve Settings > How to Create a Librarian 6. Complete the page. Provide the Username of the librarian in the Username field. Select all options (Read, Write, Remove, and Manage) in the Permissions field. Click Submit. Note Librarians may access e-Reserve folders using the Find Folder option. Course folders within eReserves automatically appear in the librarian’s file system if the librarian is enrolled in the Course. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 308 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Librarians > How is a Librarian Created? Managing Librarians Librarians are responsible for managing content within one or more areas of the Library in the Content Collection. These users are granted read, write, manage, and remove permissions to an area(s) of the Library. Initially, no librarians exist in the system. Users may be granted librarian permissions by the Administrator. Note Any combination of permissions may be granted to a user that is considered a librarian. A user needs Read and Write permissions in this area to add files, Manage to set permissions and file settings, and Delete to erase items. How is a Librarian Created? Administrators may grant users permissions to be a librarian. A librarian may add permissions for others within the area(s) of the Library he or she has Manage permission. As the Administrator, you may decide to grant a single user librarian permissions for the entire Library. This librarian could then be responsible for creating other librarians and overseeing the management of all content in the Library. How to Create a Librarian 1. On the Administrator Panel, under Content Management, click Manage Content. 2. In the contextual menu for the library folder, click Permissions. 3. Click Select Specific Users. The following table describes the available fields. Field Description Select User(s) [r] Provide the name of the user who will have librarian permissions to the entire Library. This user must have an account in Blackboard Learn. The Browse option may be used to locate the user more easily. Set Permissions Permissions [r] A librarian has full permissions to content within his or her area. Check each box including Read, Write, Remove, and Manage. Advanced Folder Options Overwrite Select this check box only if the user had any previous permissions to the Library or an area within the Library. This will overwrite past permissions with the new permissions selected on this page. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 309 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Privacy Settings > How to Configure Privacy Settings Configuring Privacy Settings The Privacy Settings page determines if users' Privacy Settings are respected during a Search of the Content Collection. Users have the option of choosing whether or not their user information is made public in the User Directory of Blackboard Learn. The Privacy Settings page allows Administrators to determine whether these privacy settings chosen by users will be respected during user searches of the Content Collection How to Configure Privacy Settings 1. On the Administrator Panel, under Content Management, click Content Management Settings. 2. Click Privacy Settings. 3. Select Yes or No to indicate whether the privacy settings user’s set for the User Directory will be respected. If Yes is selected, users who choose not to be listed in the User Directory will not appear during user searches in the Content Collection. If No is selected, users who choose not to be listed in the User Directory will appear during user searches in the Content Collection. If a username does not appear during a user search in the Content Collection, check the settings on this page and also the settings that the user selected in Personal Information in Blackboard Learn. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 310 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Virtual Hard Drive Settings > How to Configure Virtual Hard Drive Settings Configuring Virtual Hard Drive Settings When a user enters the Content Collection for the first time, a folder with his or her name may be created automatically in the user's directory. Administrators choose which constituencies these folders are created for on the Virtual Hard Drive page. For example, the Administrator may choose to have the system create folders for Instructors but not for Students. Users are given full permissions to their folders. This includes read, write, remove, and manage permissions. Note Administrators may select the default quota for these folders using the Default Folder Creation Settings. For more information, see Configuring Default Folder Creation Settings. If a user's UserID is changed using the Snapshot tool, the user's Virtual Hard Drive location will change. All content and permissions will remain intact, but any shortcuts or Web Folders pointing to the user's Virtual Hard Drive will need to be updated. For more information about Web Folders, see Configuring WebDAV for Web Folders. How to Configure Virtual Hard Drive Settings 1. On the Administrator Panel, under Content Management, click Content Management Settings. 2. Click Virtual Hard Drive. The following table describes the available fields. Field Description Virtual Hard Drive Availability System Availability Select Yes to automatically create folders for users in the users’ directory. Available to Folders in the users’ directory are automatically created for users with constituencies that appear in the Selected Constituencies box. Select constituencies in the Constituencies to Select box and use the arrows to move these constituencies to the Selected Constituencies box. Changing System Availability Changing the System Availability may have adverse affects on users accessing their files and folders in My Content. If this option is originally set to Yes, then changed to No after users have added items to their user folders, the content will no longer appear. The content will not be removed from the system, but users will be unable to access it. If the System Availability is then reset to Yes, the content will once again appear to users. Removing Organization Constituencies If the Administrator removes an Organization Constituency from the system, the folder creation settings for that user group will be lost. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 311 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing User Lists > How to Manage User Lists Managing User Lists User Lists are used to share content. When a user selects to share a content item or a folder, they can share the content with individual users or groups of users called a User List. The administrator can make User Lists available to all users, to no users at all, or to users with selected Organization Constituencies. How to Manage User Lists 1. On the Administrator Panel, under Content Management, click Content Management Settings. 2. Click Manage User Lists. 3. To set the availability for a particular User List, click Edit in the contextual menu for the list. If the User List is Available, use of the list can be restricted to specific Organization Constituencies. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 312 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Global Schema Settings > How to Configure the Global Schema Settings Configuring Global Schema Settings The Global Schema is the structure of the Blackboard Learn database. It is a database that is separate from the document store databases, and controls connections and information to each of the document stores. The Global Schema Settings page allows the Administrator to edit the settings for database connection times and the size of the connection pool. For a description of connection pools, see Configuring JDBC Settings. The Global Schema requires its own pool of connections, and consumes significantly less connections than each document store. How to Configure the Global Schema Settings 1. On the Administrator Panel, under Content Management, click Technical Settings. 2. Click Global Schema Settings. The following table describes the available fields. Field Description Global Schema Settings Dead connection timeout Provide the number of seconds before a ‘dead’ connection will time out and be removed from the pool. A dead connection is one that is not sending any activity between the database and the Content Collection. Live connection expiration Occasionally, a connection will remain open but unusable. This is sometimes referred to a "hung java connection," and although the connection is not useable, it is not a dead connection. Automatically expiring all live open connections ensures that hung connections eventually close. Provide the number of minutes a database connection will remain open before the system automatically closes it. New connections are created dynamically when needed, up to the Maximum Connections setting (below). Maximum size of connection pool Provide the maximum number of connections that can exist in the connection pool. If this number is too high, performance may decrease because the database server consumes more resources. If it is too low, requests may take longer to process because they might wait in a queue until a connection becomes available. Minimum size of connection pool Provide the minimum size of the connection pool. Because the number of connections to the Global Schema is typically small, the default of 2 is adequate for most Organizations. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 313 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Performance Settings > How to Configure Performance Settings Configuring Performance Settings The Manage Performance Settings page allows Administrators to specify caching options for files and queries. These settings may improve performance for users in the Content Collection. How to Configure Performance Settings 1. On the Administrator Panel, under Content Management, click Technical Settings. 2. Click Performance Settings. The following table describes the available fields. Field Description Performance Settings File cache size Provide the size of the cache in megabytes. Caching files in memory improves performance by reducing the number of read operations from disk. The default setting of 1 MB allows for caching of small, commonly used files. This setting can be increased if desired, but not above 10 MB. Query statement cache enabled Select Yes to enable the system to cache query statements. This improves performance if the same query statements are used multiple times. Select No and query statements will not be cached. The default setting is Yes. Enabling query statement caching significantly improves performance, but consumes a small amount of additional memory. Maximum Responses to a Search Provide the number of resources returned in response to a WebDAV resource search request. This prevents the system from overloading itself with one request. The default value returns 1000. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 314 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Log Settings > About Content Collection Logs Configuring Log Settings Error and information messages related to the system are generated in the default Tomcat logs. The Log Settings page is used to generate additional information if there is a problem with the system and debugging is necessary. This information is used by Blackboard Support to remedy the situation. Note Administrators DO NOT need to restart Tomcat after enabling log events. About Content Collection Logs All Content Collection logs are stored in the logs directory under the top-level blackboard directory. Within the logs directory there are folders that store logs as well as an archive folder for logs that have been compressed and stored as a means of managing the size of the log files. How to Configure Logs Settings 1. On the Administrator Panel, under Content Management, click Technical Settings. 2. Click Log Settings. The following table describes the available fields. Field Description General Log Settings Log events to file Select Yes to log events in the Content Collection to the Log file. Select No and events will not be logged. Path/name of Log File Displays the path to the log file. This field cannot be edited. Maximum Log File Size (0 for unlimited) Set the maximum size for a log file. Number of Saved Log Files (0 for unlimited) Set the maximum number of logs that are saved. Log Informational Message Select Yes or No to log information messages for debugging or statistical information purposes. Fatal messages are logged regardless of this setting. Log Trace Settings The log file will automatically include general details for all areas of the Content Collection. Fields that are set to Yes for tracing on this page will include additional details in the log. These options should remain on No, unless the system requires debugging. Turning these options on may result in a significant decrease in system performance. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 315 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Up Document Stores > How to Set Up Document Stores Setting Up Document Stores The Manage Document Stores page displays the locations and details of Document Stores in the system. Each top level directory in the Content Collection, such as /users and /courses, is associated with a Document store. Administrators can manage the configuration settings of each document store, including the following l JDBC Settings l Storage and Temporary Storage location and settings l Deletion Audit Trail Settings and Reports How to Set Up Document Stores 1. On the Administrator Panel, under Content Management, click Technical Settings. 2. Click Document Stores. The following table describes the available tasks that are performed by selecting one of the options in the contextual menu for the Document Store. To . . . click . . . set the JDBC properties JDBC Settings. The JDBC Settings page will appear. change the location of the Document Store Temporary Storage Settings. The Storage Settings page will appear. set up the temporary storage location for the Document Store Temporary Storage Settings. The Temporary Storage Settings page will appear. generate a report of items that have been deleted from the Document Store Deletion Audit Trail Report. The Deletion Audit Trial Report page will appear. set the number of days deleted items will be tracked Deletion Audit Trail Settings. The Audit Trail Settings page will appear. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 316 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Deletion Audit Trail Settings > How to Configure the Deletion Audit Trial Configuring Deletion Audit Trail Settings When using the external storage location, files that have been deleted by users can still be retrieved from backups by the Administrator. The delete audit trail provides the Administrator with the file system location and file name of the deleted file. The Audit Trail Settings page is used to set the number of days the audit trail will be available. After this amount of time has passed, the audit trail for the deleted file will no longer be available. This small log is stored in the database. The lifetime may be set fairly high without affecting system performance. How to Configure the Deletion Audit Trial 1. On the Administrator Panel, under Content Management, click Technical Settings. 2. Click Document Stores. 3. In the contextual menu for the Document Store, click Deletion Audit Trail Settings. 4. Provide the number of days the audit trail will exist after a file is deleted. If zero is entered, the audit trail will never be stored. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 317 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Generating Deletion Audit Trail Reports > How to Generate a Deletion Audit Trail Report Generating Deletion Audit Trail Reports This page allows the Administrator to generate a report of data that has been deleted by users from a specific sub-directory in the Content Collection. This data is used in selective file recovery to retrieve a single file that was deleted from the Content Collection from a backup. This data is only available for as long as it is stored in the Audit Trail Settings. How to Generate a Deletion Audit Trail Report 1. On the Administrator Panel, under Content Management, click Technical Settings. 2. Click Document Stores. 3. In the contextual menu for the Document Store, click Deletion Audit Trail Report. The following table describes the available fields. Field Description Deletion Audit Trail Report Top-Level Directory name The top-level directory name appears here. Sub-Directory Path Provide the path to the sub-directory from which to generate a report. From Date Provide the date on which the report should begin. Use the MM/DD/YY format. To Date Provide the date on which the report should end. Use the MM/DD/YY format. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 318 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring JDBC Settings > How to Configure JDBC Settings Configuring JDBC Settings Administrators may customize the Java Database Connectivity (JDBC) settings for each Document Store. JDBC is a java standard that allows for java applications such as the Content Collection to connect to databases. The Content Collection reads information from, and writes to the database using groups connections, also referred to as "pools" of connections. An item, or connection in a pool, allows a java thread to use database resources. Each request for data from end users usually consumes one item from the pool. However, there is not a one-to-one relationship between user requests and number of required connections. When the request is completed, the connection is freed up for another user. If there are more database requests than available connections, the requests wait in a queue until a database connection is available. Heavy usage of the Content Collection typically requires increasing the maximum connection pool size. This would allow the database to process more requests simultaneously. However, making the maximum pool size too large may degrade the performance of the database because of the additional CPU and memory requirements. Decreasing the maximum pool size reduces the load on the database, but if it is too small, user requests might take longer to process because they would wait longer in a queue until connections are freed. Organization may have unique usage patterns for each Document Store. For example, if users heavily use Virtual Hard Drive but do not use the Courses area, consider increasing the maximum connections for the /users Document Store, and decreasing this setting for the /courses Document Store. How to Configure JDBC Settings 1. On the Administrator Panel, under Content Management, click Technical Settings. 2. Click Document Stores. 3. In the contextual menu for the Document Store, click JDBC Settings. The following table describes the available fields. Field Description JDBC Settings Connection Expiration Occasionally, a connection will remain open but unusable. This is sometimes referred to a "hung java connection." Automatically expiring all open connections ensures that hung connections eventually close. Provide the number of minutes a database connection will remain open before the system automatically closes it. New connections are created when needed, up to the Maximum Connections setting (below). Maximum Connections Provide the maximum number of connections that can exist in the connection pool. If this number is too high, performance may decrease because the database server consumes more resources. If it is too low, requests may take longer to process because they might wait in a queue until a connection becomes available. Minimum Connections Provide a minimum for the size of the database connection pool. Dead Connection Provide the number of seconds before a ‘dead’ connection will time out and be removed from the pool. A dead connection is one that is Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 319 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring JDBC Settings > How to Configure JDBC Settings Field Description Timeout Period not sending any activity between the database and the Content Collection. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 320 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Temporary Storage Settings > How to Configure Temporary Storage Settings Configuring Temporary Storage Settings Administrators have the option of setting up a temporary storage location for a Document Store. This duplicate set of data may be used for disaster recovery. In this scenario, a combination of the database backup and this temporary file location, will keep the system almost completely up to date in the event of a disaster. This backup location can be set up in either the database or in an external storage location. It cannot be the same as the main storage location. How to Configure Temporary Storage Settings 1. On the Administrator Panel, under Content Management, click Technical Settings. 2. Click Document Stores. 3. In the contextual menu for the Document Store, click Temporary Storage Settings. The following table describes the available fields. Field Description Temporary Storage Location Windows Temporary Storage Location Provide the path to the temporary storage location. Temporary Storage Settings Temporary Storage Period Select Never and files will remain in the temporary location indefinitely. Select the Delete in x days option and to keep files in the temporary storage location for a specific period of time. Recovering Deleted Items If a user removes an item from the Content Collection, the item will be stored in the temporary storage location for the selected temporary storage period. The Administrator can use the deletion audit trail report to find the exact path to the item in the temporary storage location. Once the item is located, the Administrator may email it to the user. If the amount of time in the temporary storage period has passed, the Administrator must search for the item in a database backup. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 321 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Changing the Storage Location > How to Change the Physical Location of the Content Collection Storage Directories Changing the Storage Location How to Change the Physical Location of the Content Collection Storage Directories 1. In the bb-config.properties file, provide the location of the Content Collection files for the Document Store. 2. Run PushConfigUpdates to activate the changes. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 322 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Bandwidth Settings > How to Configure Bandwidth Settings Configuring Bandwidth Settings Administrators set up bandwidth settings and checks on the Bandwidth Settings page. How to Configure Bandwidth Settings 1. On the Administrator Panel, under Content Management, click Technical Settings. 2. Click Bandwidth Settings. The following table describes the available fields. Field Description Bandwidth Settings Check Bandwidth Limits Use the list to limit the amount of bandwidth allowed for each user or session. Time Over Which to Apply Bandwidth Quota Define the period of time over which a bandwidth quota is measured. For example, if this is set to 1 hour and the Default bandwidth quota is 100 MB, a 100 MB file could only be downloaded or uploaded once over the course of 1 hour. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 323 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Bandwidth Restrictions > How to Set Bandwidth Restrictions Setting Bandwidth Restrictions Administrators view the bandwidth limits for each directory, and the amounts of bandwidth used on the Bandwidth Restrictions page. Bandwidth is the amount of data that can be transmitted in a specific amount of time, for example bytes per second. Setting a bandwidth for each directory helps manage performance on the system. How to Set Bandwidth Restrictions 1. On the Administrator Panel, under Content Management, click Technical Settings. 2. Click Bandwidth Restrictions. 3. In the contextual menu for one of the Directory Names, click Edit. 4. Set the amount of bandwidth in MB that is available to this directory. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 324 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Default Folder Creation Settings > How to Configure Default Folder Settings Configuring Default Folder Creation Settings The Default Folder Creation Settings page displays the top-level folders, or directories, in the Content Collection. From this page, Administrators may manage the quotas and permissions for folders created by default within the top-level folders. How to Configure Default Folder Settings 1. On the Administrator Panel, under Content Management, click Content Area Management. 2. Click Default Folder Creation Settings. The following functions are available on the Default Folder Settings page. To . . . click . . . set permissions and quotas for folders in the /courses directory Edit in the contextual menu for the /courses directory. The Default Folder Creation Settings: /courses will appear. set permissions and quotas for folders in the /departments directory Edit in the contextual menu for the /departments directory. The Default Folder Creation Settings: /departments will appear. create folders and set quotas for users in the /users directory Edit in the contextual menu for the /users directory. The Default Folder Creation Settings: /users will appear. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 325 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Default Folder Settings for /courses and /departments > How to Configure Default /courses and /departments Folder Settings Configuring Default Folder Settings for /courses and /departments Administrators can set up permissions and quotas for folders that are created by default in the Content Collection. For example, when a user enters the Content Collection for the first time, folders matching the Course IDs for the Courses the user is enrolled in will automatically be created. How to Configure Default /courses and /departments Folder Settings 1. On the Administrator Panel, under Content Management, click Content Area Management. 2. Click Default Folder Creation Settings. 3. In the contextual menu for the /courses or /departments folder, click Edit. The following table describes the available fields. Field Description Default Constituency Settings Constituencies with Full Permissions Select the user constituencies that will have full permissions to access the folders created in this area of their Content Collection. Full permissions include Read/Write/Remove/Manage privileges. Default Quota Default Quota Set a default quota for the folders created within the top-level folders for Courses or Departments. If there should be no quota, type -1. The quota cannot be changed for existing folders. If a quota is changed, only newly created folders will have the new quota size. Administrators may change the quota for existing folders on an individual basis. This option is found on the Properties page for each folder. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 326 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Default Folder Settings for /users > How to Configure /users Default Folder Settings Configuring Default Folder Settings for /users When users with specific constituencies enter the Content Collection for the first time, a folder with their name is automatically created in the user's directory. Administrators can select the default quota for these folders on the basis of constituency. Different quotas may be assigned to different constituencies. Users are given full permissions to their folder. This includes read, write, remove, and manage permissions. Note The Virtual Hard Drive page allows Administrators to select which constituencies have folders automatically created for them in the user's directory. How to Configure /users Default Folder Settings Follow these steps to open the Default Folder Settings /users page. 1. On the Administrator Panel, under Content Management, click Content Area Management. 2. Click Default Folder Creation Settings. 3. In the contextual menu for the /users folder, click Edit. 4. Set a Default Quota for each type of constituency. For example, Student folders may be set to 20 MB, but Faculty folders may have a quota of 25MB. If a user has multiple Organization Constituencies assigned to them, the quota for his or her user folder is derived from the highest quota assigned to any of these constituencies. For example, if one of the constituencies has a quota of 25MB and another has a quota of 35MB, the user would be assigned 35MB. Note The default quota cannot be changed for existing folders. If a quota is changed, only folders created for new users in that constituency will have the new quota size. For example, if the quota for Instructors is changed, the folder size for existing Instructors will not change. Folders for new Instructors will have the new quota. Administrators may change the quota for existing folders on an individual basis. This option is found on the Properties page for the user folder. 5. Click Submit. Removing Organization Constituencies If the Administrator removes an Organization Constituency from the system, the quota settings for that user group will be lost. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 327 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Content Area Availability > How to Manage Content Area Availability Managing Content Area Availability Administrators may remove access to Content Areas if they are not in use at the Organization. For example, if an Organization does not use the Departments Content Area within the Content Collection, this area may be set to Unavailable. Users will not be able to view the content in the Content Area. In fact, the Content Area will no longer appear in the left-hand navigation area within the Content Collection. How to Manage Content Area Availability 1. On the Administrator Panel, under Content Management, click Content Area Management. 2. Click Content Area Availability. 3. Click Yes or No for the various content areas. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 328 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Recycle Bins > Users, Courses, and Departments Content Areas About Recycle Bins Administrators can enable or disable recycle bins for each Content Area and define their size quota. When a recycle bin is enabled for a Content Area, content deleted from that Content Area will be stored in a recycle bin in case it needs to be restored. When a recycle bin is not enabled for a Content Area, deleted content is removed permanently from the system. Note Changing the Use Recycle Bin setting for any Content Area is a long-running operation that will not be executed immediately. Users, Courses, and Departments Content Areas When recycle bins are enabled for the first time for the Users, Courses, or Departments Content Areas, an individual recycle bin will be created for each User, Course, or Department. Each user will have their own recycle bin directory for files recycled from their personal hard drive, each Course will have their own recycle bin directory for files recycled from the Course directory, and each Department will have their own recycle bin directory for files recycled from the Department directory. When recycle bins were enabled for Users, Courses, or Departments Content Areas in a pre9.1 release, a shared recycle bin was created. Administrators have the option to convert these shared recycle bins to individual recycle bins. When converted, the shared recycle bin is not deleted. Any existing content remains in the shared recycle bin, and all newly recycled content is placed in the individual recycle bins. Users with the appropriate permissions will still be able to access and restore files from the shared recycle bin. Administrators must use existing capabilities to determine their plan for moving or deleting that content. Once individual recycle bins have been enabled for a Content Area, it is not possible to revert to shared recycle bins. Disabling Recycle Bins When the recycle bin for a Content Area is disabled, any existing content will remain in the individual or shared recycle bins. Even if recycle bins have been disabled for a content area, the scheduled purge of recycle bin files will continue to remove files that have passed their retention time in both shared and individual bins. For more information about purge settings, see Configuring Recycle Bin Settings. Organization and Library Content Areas When recycle bins are enabled for the Organization or Library Content Area, one shared recycle bin will be created for each Content Area. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 329 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Enabling Recycle Bins > How to Enable Recycle Bins Enabling Recycle Bins How to Enable Recycle Bins 1. On the Administrator Panel, under Content Management, click Content Area Management. 2. Click Manage Recycle Bins. 3. In the Use Recycle Bin field for the desired Content Area, click Yes. 4. If enabling recycle bins for the Organization or Library Content Area, in the Default Quota field, select Unlimited or select Limited and type the desired quota limit. A value of "-1" indicates that no quota has been set for that recycle bin. Note The quota for the individual recycle bins in the Users, Courses, or Departments Content Areas is shared with the quota of the parent folder, which is set in Configuring Default Folder Creation Settings. 5. Click Submit. An email will be sent to the Administrator when settings changes are complete. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 330 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Recycle Bin Settings > Scheduling Recycle Bin Retention and Purging Configuring Recycle Bin Settings Administrators can manage how long files are retained in recycle bins as well as recycle bin security. Scheduling Recycle Bin Retention and Purging To better manage the growth of the Content Collection and related hardware costs, system administrators can define a system-wide policy for regularly scheduled purges of recycle bins. Administrators can define both the number of days that deleted files will be kept in the recycle bin and the specific time of day to run the actual purge process. Deleted files will be kept in the recycle bins for the number of days specified and then purged at the time of day specified. After that time elapses, the deleted files cannot be recovered. Even if recycle bins have been disabled for a content area, the scheduled purge of recycle bin files will continue to remove files that have passed their retention time in both shared and individual bins. Setting the Recycle Bin View Policy The Recycle Bin View Policy setting enables administrators to control default read access to recycle bin folders. Administrators can allow only the owner of the parent folder or both the owner and the user who is deleting the item to view the contents. Regardless of the option selected, users will retain existing permissions on the item being deleted but will not gain permissions on other files. This setting is especially useful in cases where many users share a common content area, such as the Organization folder. In these cases, it may be beneficial to define an explicit set of users. For clients who enabled recycle bins for Users, Courses, or Departments Content Areas in a pre-9.1 release, note that this setting applies differently to shared recycle bin folders than to individual recycle bin folders. When the Recycle Bin View Policy is set to No Special Permissions, shared recycle bins are visible to all users while individual recycle bins are visible only to the owner of the recycle bin and to users with explicit permissions on that folder. How to Configure Recycle Bin Settings 1. On the Administrator Panel, under Content Management, click Content Area Management. 2. Click Recycle Bin Settings. 3. In the File Retention Time field, set the number of days that files will be kept in the recycle bins. After that time elapses and the recycle bin is purged, the deleted files cannot be recovered. 4. In the Time to Begin Recycle Bin Purge field, click the clock icon to select the hour at which recycle bins will be purged each day of items beyond the File Retention Time. Specify a time when activity on your system is at a minimum. 5. In the Recycle Bin View Policy field, select Read for Deleter and Owner or No special permissions. If a large number of users share recycle bins, select No special permissions so that only the owner of the parent folder has read permission on the recycle bin folder by default. Additional users then can be granted permissions as a group or Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 331 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring Recycle Bin Settings > How to Configure Recycle Bin Settings individually. If a small number of users share recycle bins, select Read for Deleter and Owner so that the owner of the item and the user who is deleting the item have read permission on the recycle bin folder. Regardless of the option selected, users will retain existing permissions on the item being deleted but will not gain permissions on other files. 6. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 332 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Converting Recycle Bins from Shared to Individual > How to Convert Shared Recycle Bins to Individual Recycle Bins Converting Recycle Bins from Shared to Individual This procedure is completed only by clients who enabled recycle bins for Users, Courses, or Departments Content Areas in a pre-9.1 release and want to convert to individual recycle bins. This procedure needs to be completed only once. How to Convert Shared Recycle Bins to Individual Recycle Bins 1. On the Administrator Panel, under Content Management, click Content Area Management. 2. Click Manage Recycle Bins. 3. For the Users, Courses, or Departments Content Area, click Create Individual Recycle Bins. This operation cannot be undone. 4. Click OK to continue. An email will be sent to the Administrator when the conversion is complete. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 333 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Feature and Tool Availability > Differences between Tool Availability and Display Options Feature and Tool Availability Administrators can manage which features and tools within the Content Collection are available to users on the Feature and Tool Availability page. Differences between Tool Availability and Display Options Feature and tool availability is managed separately from the availability of actions performed on content. Administrators manage which features and tools are available from the Feature and Tool Availability page. The Display Options page, also available from the Administrator Panel, allows Administrators to select which actions may be performed on content. For example, the Search tool is made available through Features and Tools, but the ability to copy content is made available through Display Options. Display Options also manage which information about content is made available to users, such as size and permission information. How to Manage Feature and Tool Availability 1. On the Administrator Panel, under Content Management, click Feature and Tool Management. 2. Click Feature and Tool Availability. The following table describes the available fields. Field Description Content Collection Availability Content Collection Available Select Yes to make the Content Collection available to Users. Select No and the Content Collection will not be available on the system. If No is selected, neither the Content Collection tab nor links to Content Collection Tools will appear in the system. Feature Availability File Passes Available Select Yes or No to make file passes available on the system. Folder Passes Available Select Yes or No to make folder passes available on the system. Versions Available Select Yes or No to make versioning available on the system. Locks Available Select Yes or No to make locks available on the system. Content Comments Available Select Yes or No to make comments available on the system. Content Tracking Available Select Yes or No to make content tracking available on the system. Statistics Available Select Yes or No to make statistics available on the system. Tool Availability Workflow Actions Available Select Yes or No to allow users to set up Workflow Actions. Bookmarks Select Yes or No to make Bookmarks available to users. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 334 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Feature and Tool Availability > How to Manage Feature and Tool Availability Field Description Available Search Available Select Yes or No to allow users to conduct searches in the system. Go to Location Available Select Yes or No to allow users to go directly to a specific location in the system. Help Available Select Yes or No to make Help available in the Content Collection. Personal Settings Available Select Yes or No to make Personal Settings available to the Users. Content Collection Availability Content Collection View Available Select Yes to permit access to the Content Collection. When the Content Collection is available, users can access all files in the Content Collection in addition to files stored in a specific course. Select No to use the Course Files view. This option permits users to access only content in their own courses. Reusable Object Availability Reusable Objects Available Select Yes to allow users to create Reusable Objects from the Learning Objects Catalog or from the Content Area action bar in Courses and Departments. Select No disallow the creation of Reusable Objects. Discover Reusable Objects Available Select Yes to permit the creation and discovery of Reusable Objects from the Learning Objects Catalog or from the Content Creation Area action bar in Courses and Departments. Select No to turn off the discovery of Reusable Objects by using the Discover Content action bar in any location in the system. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 335 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Workflow Model Sharing > How to Manage Workflow Model Sharing Workflow Model Sharing Administrators can allow users to share Workflow Models, which are templates for designing a set of tasks to be completed by different users. Selected constituencies will be able to share Workflow Models with all users on the system. How to Manage Workflow Model Sharing 1. On the Administrator Panel, under Content Management, click Feature and Tool Management. 2. Click Workflow Model Sharing. The following table describes the available fields. Field Description Workflow Model Sharing System Availability Select Yes to allow users to share Workflow Models. Available to Select constituencies in the Constituencies to Select box and use the arrows to move these constituencies to the Selected Constituencies box. Selected constituencies will be able to share Workflow Models with all users on the system. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 336 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Metadata Templates > How to Manage Metadata Templates Metadata Templates Administrators allow users to create, edit, and delete the fields of Metadata Templates. Selected constituencies will have Metadata Templates available under Tools. Metadata templates and attributes are managed from this area. How to Manage Metadata Templates 1. On the Administrator Panel, under Content Management, click Feature and Tool Management. 2. Click Metadata Templates. The following table describes the available fields. Field Description Metadata Template Availability System Availability Select Yes to allow users to make Metadata Templates available. Available to Select constituencies in the Constituencies to Select box and use the arrows to move these constituencies to the Selected Constituencies box. Selected constituencies will have Metadata Templates available under Tools. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 337 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Courses > How to Create a Course Creating Courses Create a Course from the Create Course page. If an Administrator turned off the Create Course function for Instructors or requires Instructors to submit email requests for Course creation, this is the only way new Courses can be created. Note Administrators can assign the Administrative User Constituency of Course Creator to certain users. Users with these privileges can access the Create Course function on the Administrator Panel. This is helpful if Instructors are not allowed to create Courses and the Administrator cannot respond quickly to requests for new Courses. How to Create a Course 1. On the Administrator Panel, under Courses, click Courses. 2. Point to Create Course and click New. The following table describes the available fields. Field Description General Information Course Name Provide a name for the Course. Course ID Provide a Course ID. The Course ID should not have any spaces or characters other than numbers and letters, dash (-), underscore (_), and period (.). Do not use special characters. Special characters include the following: %,&,#,<,>,=,+, as well as spaces. When creating attributes a good rule to follow is only use alphanumeric characters, underscores, dots, and dashes. The Course ID must be unique and remain static. It cannot be changed. Description Provide a description of the Course. The description will appear in the catalog listing. A summary and enrollment instructions should be included in the description. Subject Area Select a Subject Area from the drop-down list. Subject areas are useful for grouping similar Courses for easier searching. Discipline Select a Discipline from the drop-down list. Disciplines are useful for grouping similar Courses for easier searching. Availability Available Click Yes or No to control the Course availability. Duration Click Continuous to place no time and date restrictions on a Course. Click Select Dates and provide a Start Date and End Date in the appropriate fields. Use the Days from the Date of Enrollment field to determine an exact number of calendar days the Course is available. Guest Access Guests Permitted Click Yes to make the Course available to guests. Categories Select Course Catalog Category Select a Course Catalog category for the Course. The Course will be listed under the selected categories. Banner Current Banner Image The current banner for the Course is displayed. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 338 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Courses > Course Availability Field Description New Banner Image Click Browse to select a Banner Image for the Course. Course Cartridge Course Cartridge Instructor Download Key Provide a valid Access Key to download Course materials from a Course Cartridge to the new Course. Enrollment Options Instructor/System Administrator Click Instructor/System Administrator to limit the control over the enrollment process. Instructors can Allow Students to Email Enrollment Requests to the Instructor by clicking the check box. Self Enrollment Click Self Enrollment to enable users to enroll themselves in the Course. Use the Start Date and End Date fields to place date and time restrictions on self-enrollment. Require an Access Code to Enroll by clicking the check box and typing the correct code in the field. Language Pack Language Pack Select a Language Pack from the list. For more information about Language Packs, see About Language Packs. Enforce Language Pack Select the check box to enforce the use of a particular Language Pack in a Course. Select Menu Style Preview The current Menu Style is displayed. Style (Text) Select a Theme Color from the drop-down list. Click Preview to view the selection in the Preview field. Click Launch Color Palette to select a Background Color. The color selected appears as the background to the Course Menu. Click Launch Color Palette to select a Text Color. The color selected appears as the text color in the Course Menu. Style (Buttons) Use the Button Library to create a Button Style for the Course. Default Content View Content View Choose between displaying content files as Icons, Text, or both. Course Availability The following table describes what type of access different user constituencies have to a Course that is unavailable. Course Constituency Access when Course is unavailable Students The Course is not available to Students. Instructors, Course Builders, Teaching Assistants, and Evaluators Courses set to Unavailable will appear to the user. The Course will be indicated as Unavailable, but will still be accessible. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 339 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Courses > How to Create a Course Creating Courses Create a Course from the Create Course page. If an Administrator turned off the Create Course function for Instructors or requires Instructors to submit email requests for Course creation, this is the only way new Courses can be created. Note Administrators can assign the Administrative User Constituency of Course Creator to certain users. Users with these privileges can access the Create Course function on the Administrator Panel. This is helpful if Instructors are not allowed to create Courses and the Administrator cannot respond quickly to requests for new Courses. How to Create a Course 1. On the Administrator Panel, under Courses, click Courses. 2. Point to Create Course and click New. The following table describes the available fields. Field Description General Information Course Name Provide a name for the Course. Course ID Provide a Course ID. The Course ID should not have any spaces or characters other than numbers and letters, dash (-), underscore (_), and period (.). Do not use special characters. Special characters include the following: %,&,#,<,>,=,+, as well as spaces. When creating attributes a good rule to follow is only use alphanumeric characters, underscores, dots, and dashes. The Course ID must be unique and remain static. It cannot be changed. Description Provide a description of the Course. The description will appear in the catalog listing. A summary and enrollment instructions should be included in the description. Subject Area Select a Subject Area from the drop-down list. Subject areas are useful for grouping similar Courses for easier searching. Discipline Select a Discipline from the drop-down list. Disciplines are useful for grouping similar Courses for easier searching. Availability Available Click Yes or No to control the Course availability. Duration Click Continuous to place no time and date restrictions on a Course. Click Select Dates and provide a Start Date and End Date in the appropriate fields. Use the Days from the Date of Enrollment field to determine an exact number of calendar days the Course is available. Guest Access Guests Permitted Click Yes to make the Course available to guests. Categories Select Course Catalog Category Select a Course Catalog category for the Course. The Course will be listed under the selected categories. Banner Current Banner Image The current banner for the Course is displayed. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 340 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Courses > Course Availability Field Description New Banner Image Click Browse to select a Banner Image for the Course. Course Cartridge Course Cartridge Instructor Download Key Provide a valid Access Key to download Course materials from a Course Cartridge to the new Course. Enrollment Options Instructor/System Administrator Click Instructor/System Administrator to limit the control over the enrollment process. Instructors can Allow Students to Email Enrollment Requests to the Instructor by clicking the check box. Self Enrollment Click Self Enrollment to enable users to enroll themselves in the Course. Use the Start Date and End Date fields to place date and time restrictions on self-enrollment. Require an Access Code to Enroll by clicking the check box and typing the correct code in the field. Language Pack Language Pack Select a Language Pack from the list. For more information about Language Packs, see About Language Packs. Enforce Language Pack Select the check box to enforce the use of a particular Language Pack in a Course. Select Menu Style Preview The current Menu Style is displayed. Style (Text) Select a Theme Color from the drop-down list. Click Preview to view the selection in the Preview field. Click Launch Color Palette to select a Background Color. The color selected appears as the background to the Course Menu. Click Launch Color Palette to select a Text Color. The color selected appears as the text color in the Course Menu. Style (Buttons) Use the Button Library to create a Button Style for the Course. Default Content View Content View Choose between displaying content files as Icons, Text, or both. Course Availability The following table describes what type of access different user constituencies have to a Course that is unavailable. Course Constituency Access when Course is unavailable Students The Course is not available to Students. Instructors, Course Builders, Teaching Assistants, and Evaluators Courses set to Unavailable will appear to the user. The Course will be indicated as Unavailable, but will still be accessible. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 341 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About the Course Creation Wizard > How to Launch the Course Creation Wizard About the Course Creation Wizard The Course Creation Wizard creates Courses through an easy workflow. The Wizard consists of a series of pages that breaks up the numerous aspects of Course creation into a sequence of manageable pieces. Instructors can use the wizard to complete the initial setup of a Course in one easy-to–follow process. Note Departments may not be created using this method. How to Launch the Course Creation Wizard 1. On the Administrator Panel, under Courses, click Courses. 2. Point to Create Course and click Wizard. 3. Click Launch the Course Creation Wizard. 4. Use the links at the bottom of each Wizard page to navigate within the Wizard. These links include options for Cancel, Back, Next, and Finish. All links may not be available on all pages within the Wizard. Wizard Progress Tracker The Wizard Progress Tracker appears on the left side of each page in the Wizard and represents the entire workflow of the Course Creation Wizard. Users can view where they are in the workflow as they build a Course. There are no navigation options in the Wizard Progress Tracker. Wizard Steps The Welcome page gives an overview of the different steps for creating a Course through the Course Creation Wizard. Users may choose to skip some of these steps. Note If the user skips steps in the Wizard, these options will automatically be set to the system defaults. These settings may be changed through the Course Control Panel once the Course is created. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 342 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Creation Wizard - Course Information > Wizard Steps Course Creation Wizard - Course Information The Course Creation Wizard consists of a series of pages that breaks up the numerous aspects of Course creation into a sequence of manageable pieces. The user provides Course details, such as the Title and Course ID on the Course Information page. The following table describes the available fields. Field Description Course Information Course Name Provide a name for the Course. Course ID Provide a unique Course ID. The Course ID should not have any spaces or characters other than numbers and letters, dash (-), underscore (_), and period (.). Do not use special characters. Special characters include the following: %,&,#,<,>,=,+ as well as spaces. When creating attributes a good rule to follow is only use alphanumeric characters, underscores, dots, and dashes. Description Provide a description of the Course. The description will appear in the listing with the Course Name and ID. A summary and enrollment instructions should be included in the description. Note If the user goes back to this page after the Course has been created, he or she will see a read-only view of this page. The data in these fields may not be changed after the wizard is complete. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 343 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Creation Wizard - Course Materials > Wizard Steps Course Creation Wizard - Course Materials The Course Creation Wizard consists of a series of pages that breaks up the numerous aspects of Course creation into a sequence of manageable pieces. The Course Content page allows the user to choose a template, an existing Course, or a Course Cartridge as the basis for the new Course. Users may also choose to create an entirely new Course. The following table describes the available fields. Field Description Create a New Course Select this option to create a Course that is not based on an existing Course, template or Course Cartridge. Use a Template Select this option to create a Course using a Course Template in the system. Template dropdown list A list of Course Templates available in Blackboard Learn. Select a template to use for this Course. When a template is used, all of the Course content in the template Course is copied to the new Course. The Instructor may change Course settings and Course content in the destination Course once they have completed the Wizard. Copy an existing Course Select this option to create the Course by copying an existing Course. Click Browse to display a list of existing Courses in which the user is an Instructor, TA or Course Builder. Select the Course to copy to create this new Course. Only the Course content (not user data) will be copied from the existing Course into the new Course. The Instructor may edit the Course content in the destination Course. Use a Course Cartridge Select this option to create a Course using a Course Cartridge. Course Cartridge Provide the download key for the Course Cartridge. Instructor Download key Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 344 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Creation Wizard - Course Style > Wizard Steps Course Creation Wizard - Course Style The Course Creation Wizard consists of a series of pages that breaks up the numerous aspects of Course creation into a sequence of manageable pieces. Instructors select the style of a Course on the Course Style page. The following table describes the available fields. Field Description Select Menu Style Preview The current Menu Style is displayed. Style (Text) Select a Theme Color from the drop-down list. Click Preview to view the selection in the Preview field. Click Launch Color Palette to select a Background Color. The color selected appears as the background to the Course Menu. Click Launch Color Palette to select a Text Color. The color selected appears as the text color in the Course Menu. Style (Buttons) Use the Button Library to create a Button Style for the Course. Default Content View Content View Choose between displaying content files as Icons, Text, or both. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 345 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Creation Wizard - Course Menu > Wizard Steps Course Creation Wizard - Course Menu The Course Creation Wizard consists of a series of pages that breaks up the numerous aspects of Course creation into a sequence of manageable pieces. The Course Menu page allows the user to choose which options will appear in the Course Menu. Is the user wants to create a new Course they may add and remove items on the Course Menu. If the user wants to use a template, an existing Course or a Course Cartridge on the Course Content page, they will be unable to edit the Course Menu. The Course Menu is automatically copied from the existing Course, template or cartridge. Users can edit the Course Menu after the Course is created from the Course Control Panel. Adding a menu item creates a Content Area with a name specified by the user. New Content Areas are automatically available to Students, and unavailable to Guests and Observers. The following table describes the available fields. Field Description Course Menu Choose a Content Area Name Select a name for the Course Content Area from a pre-defined list. Or Add Your Own Content Area Name Provide an original name for the Course Content Area. The name must be 18 characters or less. Current Course Menu Items Order Use the drop-down fields to order the Course Menu items. Remove Click to remove an item from the Course Menu. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 346 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Creation Wizard – Availability and Duration > Course Constituency Availability Course Creation Wizard – Availability and Duration The Course Creation Wizard consists of a series of pages that breaks up the numerous aspects of Course creation into a sequence of manageable pieces. The Availability and Duration page is used to control access to the Course and the Course duration. The following table describes the available fields. Field Description Guest Access Guest Access Select either Yes or No to make the Course available to Guests. Availability Availability Select either Available or Unavailable to make the Course available to users. If the Course is set to available, all users participating in the Course will have access. If the Course is set to unavailable, access is determined by Course Constituency. Courses that are unavailable will not appear in the Course Catalog. Duration Continuous Select this option to make the Course continuously available. If this option is selected the Course will always be available. Select Dates Select this option to set the Course availability for a specific number of days. Use the drop down list to select the starting and ending dates of the Course or click the calendar icon to select dates from the calendar interface. The Course may also begin on a specific date and not have a specific end date. After the end date, the Course is no longer available for Students but is otherwise unchanged. Students who attempt to login to the Course are told that the Course has ended. Days from the date of enrollment Select this option to place a time limit on a self-paced Course. The Course will be available for that number of days from the time a Student enrolls. For example, if the number of days is set to 10, the Course will be available for 10 days to each Student who enrolls. Course Constituency Availability The following table describes what type of access different user constituencies have to a Course that is unavailable. Course Constituency Access when Course is unavailable Students Courses set to Unavailable will not appear at all in the Student’s My Courses module on the My Organization tab, or in the Student’s Course List on the Courses tab. Students may not access a Course that is set to unavailable. Instructors Courses set to Unavailable will appear in the Courses you are teaching section of the My Courses module and in the Course List on the Courses tab. The Course will be indicated as Unavailable, but will still be accessible by the Instructor. Course Builders and Teaching Assistants Courses set to Unavailable will appear in the Courses in which you are participating section of the My Courses module and in the Course List on the Courses tab. The Course will be indicated as Unavailable. The Course is still accessible by Course Builders and Teaching Assistants. Evaluators Courses set to Unavailable will appear in the Courses in which you are participating section of the My Courses module and in the Course List on the Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 347 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Creation Wizard – Availability and Duration > Course Constituency Availability Course Constituency Access when Course is unavailable Courses tab. The Course will be indicated as Unavailable to others but is accessible by Evaluators. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 348 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Creation Wizard – Course Enrollment > Course Constituency Availability Course Creation Wizard – Course Enrollment The Course Creation Wizard consists of a series of pages that breaks up the numerous aspects of Course creation into a sequence of manageable pieces. Instructors set the enrollment process for a Course from the Course Enrollment page. Enrollment can also be limited to a set time and to those Students that receive approval and are granted an access code. The following table describes the available fields. Field Description Course Enrollment Instructor/Admin Select this option to make Course enrollment Instructor and Administrator led. Select the check box to create a link for Students to email an enrollment request to the Instructor. The link appears in the Course catalog. Self Enrollment Select this option to allow Students to enroll in a Course as determined by the limits defined in the starting date, ending date, and access code. Select Enrollment Options Start Date Select this option to set an enrollment start date. Choose an enrollment start date by clicking the drop-down arrow and selecting date values or click the calendar icon to select a date from the calendar interface. If Self Enrollment is selected this date is required. End Date Select this option to set an enrollment end date. Choose an enrollment end date by clicking the drop-down arrows and selecting date values or click the icon to select a date from the calendar interface. If Self Enrollment is selected this date is required. Require Access Code to Enroll Select this option to require an access code to enroll. Provide an access code that will be distributed to approved Students. If selected, this access code will be required for Students to enroll in the Course. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 349 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Templates > How to Create a Template Creating Templates Creating a template to use as the basis of other Courses is as simple as creating and designing a Course. After creating and designing a Course, use the Template Options page to designate the Course as a template. To apply a template when creating a Course, use the Course Creation Wizard to generate the Course. How to Create a Template 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. On the contextual menu for the Course, click Template Options. The following table describes the available fields. Field Description Select Template Option Use this Course as a Course Template Select this option to use this Course as Course Template when using the Course Creation Wizard. Do not use this Course as a Course Template Select this option to prevent the Course from appearing in the list of templates when using the Course Creation Wizard. This option is the default. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 350 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch Creating Courses > How to Create Courses from a Batch File Batch Creating Courses Add large numbers of Courses from the Batch Create Courses page. Using a batch file, Courses are entered into Blackboard Learn quickly and without having to go through the Create Course page to add each Course. Note Verify that the fields are in the correct order for the current version. If necessary, rearrange the fields before processing the batch file. For batch file guidelines, see Batch File Guidelines. How to Create Courses from a Batch File 1. On the Administrator Panel, under Courses, click Courses. 2. From the Create Course list, click Batch. 3. Provide the location of the batch Course file in the File Location field.. Click Browse to open up the file directory then locate and select the file. 4. Select the file Delimiter Type used in the batch Course file. If Automatic is selected, the batch file will be analyzed and the delimiter determined based on the frequency of the character in the file. 5. Select Text or Buttons to display the Course Menu items. 6. Use the Button Library to choose a button style. 7. Select a Theme Color from the drop-down list. Click Preview to view the selection in the Preview field. 8. Click Launch Color Palette to select a Background Color. The color selected appears as the background to the Course Menu. 9. Click Launch Color Palette to select a Text Color. The color selected appears as the text color in the Course Menu. 10. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 351 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch Enrolling Users > How to Enroll Users Using a Batch Files Batch Enrolling Users Enroll large numbers of users into Courses from the Batch Create Users page. A batch file for adding users can add many users into many different Courses. If a Course Constituency is not assigned in the batch file the default value is Student. Note If using a batch file created for a previous version of Blackboard Learn, verify that the fields are in the correct order for the current version. If necessary, reformat the file so that the fields are in the correct order before processing the batch enroll. For batch file guidelines, see Batch File Guidelines. How to Enroll Users Using a Batch Files 1. On the Administrator Panel, under Courses, click Courses. 2. Click Enroll Users. 3. Provide the File Location of the batch file. 4. Select the Delimiter Type used by the batch user file. If Automatic is selected, the batch file will be analyzed and the delimiter determined based on the frequency of that character in the file. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 352 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch File Guidelines > About Header Fields Batch File Guidelines Batch files are .delimited files holding large quantities of new Courses. Batch files cannot contain any Course content other than one announcement. Batch files must contain a Course ID and Course Name, and may also contain a Course Description, Button Style, and Initial Announcement, appearing in the following format: "Course ID","Course Name","Course Description","Button_Style", "announcement", "announcement title" Note the following when creating a batch Course file: l Each file must be one of the supported file types: .txt or .csv Note Microsoft Excel versions 2003 and 2007 automatically insert double quotes in every field if the worksheet is saved as a .csv file. l l Each file must be in DOS format. Files in MAC or UNIX format must be converted to DOS. Each field must be enclosed in double quotation marks. For example: "ENG_201" l If quotation marks appear in a field, use an escape character to indicate that the next character does not mark the end of the field. The escape character is a backslash (\). For example: "\"Intro\"" l Each field must be separated with one of the following delimiters: comma, colon, or tab. When selecting AUTO, only one type of delimiter may be used in each batch file. For example: "ENG_201","English Literature" or "ENG_201":"English Literature" l Each record must be on a separate line. For example: "ENG_201”,”English Literature" "ENG_202”,“Transcendentalist Works" l Do not include blank lines between records. The blank line will be processed and return an error. l Blackboard recommends that each batch file not exceed 500 records because of timeout restrictions associated with most browsers. About Header Fields When files are created for batch loading, regardless of Language Pack or computer operating system, the following header fields must be in ASCII (American Standard Code for Information Interchange) characters: l Any Boolean field (Y/N, T/F) l Any ID such as Course ID or Department ID l Username l Email address Header fields may contain any ASCII alphanumerical characters, underscores "_", dots ".", and dashes "-". Headers fields cannot contain the following special characters: % & * # > < + = : " / \ Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 353 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch File Guidelines > Illegal Characters All data contained in these fields must also be in ASCII characters and the same rules for acceptable characters apply. Illegal Characters Attributes (for example, Username, password, or Course ID) cannot contain the following special characters: %&*#><+=:"/\ These characters are only safe to use when adding content into a text box, such as adding the description for a Course. When creating attributes a good rule to follow is to use only alphanumeric characters, underscores, dots, and dashes. Do not use spaces. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 354 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Listing or Editing Courses > How to List or Edit Courses Listing or Editing Courses Administrators can view sorted lists of Courses and select a Course to edit from the Courses page. The search options at the top of the page are used to create a list of Courses based on the defined parameters. After creating a list of Courses, click on the Course Link to enter Courses or click Edit in the contextual menu to edit the settings. Course records that are set to Unavailable are preceded by a red 'x'. To make a record Available or Unavailable, click the correct option in the contextual menu. Course records may also be disabled in the database through the Snapshot tool. Disabled Course records are preceded by a circle symbol with an ‘x’ through it. How to List or Edit Courses 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. To edit the Course, click Edit in the contextual menu for the Course. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 355 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Searching for Courses > Search for a Course Searching for Courses Administrators can search using different variables to search for Courses. Search for a Course The following search options are available for Courses: l Course ID: Searches for strings that appear in the Course ID. l Course Name: Searches for strings that appear in the Course Name. l Description: Searches for strings that appear in the description of the Course. l Instructor: Searches for strings that appear in the Username of the Instructor. These search values can be combined with a search for Courses based on creation date. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 356 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Adding Users to a Course > How to Add Users to a Course Adding Users to a Course Administrators enroll users in a Course using the Enroll Users option in the contextual menu for the Course. User access to the Course is dependent on the availability of the Course. To add an Instructor, add the user from this page and then change their user constituency through the Listing or Editing Users in a Course page. Note If enrolling a large number of users or enrolling users into numerous Courses, consider using the Batch Enroll Users tool. How to Add Users to a Course 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. In the contextual menu for the Course, click Enrollments. 4. Click Enroll Users and provide the Username and the Course Constituency for the user to enroll. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 357 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Listing or Editing Users in a Course > How to List or Edit Users in a Course Listing or Editing Users in a Course Administrators view users that participate in a Course and edit user information from the Enrollments page. To edit a profile, click Enrollments in the contextual menu for a user or Course Constituency. Change a user password by clicking Change Password in the contextual menu for the User. Send an email to a user by clicking on the User’s email address in the Email column. How to List or Edit Users in a Course 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. In the contextual menu for the Course, click Enrollments. The following table describes the available tasks. To . . . click . . . send an email to a user The user’s email address. The email program associated with the browser will open. edit a user profile, including changing a password The appropriate options in the contextual menu. The links navigate to the proper page. It is now possible to navigate directly back to the Enrollments page. Change the user's constituency in the Course Edit in the contextual menu. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 358 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Removing Users from a Course > How to Remove Users from Course Removing Users from a Course Remove users from a Course from the Enrollments page by selecting Enrollments in the contextual menu. Select the Users to be removed and click the Remove Users from Course button. Removed users can only be restored to the Course by enrolling them again. To restore a removed user, enroll the user in the Course by clicking the Enroll Users button from the Enrollments page. How to Remove Users from Course 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. In the contextual menu for the Course, click Enrollments. 4. Select the check box for each user to be removed. 5. Click Remove Users from Course. 6. Click Submit. Note This feature will only remove users’ enrollments from a Course. It will not remove users from Blackboard Learn. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 359 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Properties > How to Set Course Properties Course Properties Change basic Course information from the Course Properties page. Note The Course ID does not appear on the Course Properties page as a field that can be edited. Changing the Course ID of a Course will render all content in the Course inaccessible. If a Course ID must be changed, use the Course Copy feature or Export and Import Course features to move the Course content to a new Course with the desired Course ID. After verifying that all necessary information has transferred to the new Course, archive and then remove the old Course from the system to avoid confusion with the new Course. How to Set Course Properties 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. In the contextual menu, click Edit. The following table describes the available fields. Field Description General Information Course Name Edit the name of the Course. Description Edit the description of the Course. The description will appear in the catalog listing with the Course Name and Course ID. A summary and enrollment instructions are typical items that appear in Course descriptions. Course ID The ID of the Course is Display Only. Subject Area Select a subject area and discipline from the lists by clicking on the drop-down arrows. The Subject Area and Discipline associate the Course with research information available from the Blackboard Resource Center. This is a deprecated feature from Blackboard 5 and has been removed from the Create Course functions. A default value is listed when each Course is created. The default value for Subject Area and Discipline may only be changed on the Course Properties page. These fields should not be used as metadata to describe the Course and can be safely ignored by most users. Availability Available Select either Yes or No to make the Course available to users. If the Course is set to available, all users participating in the Course will have access. If the Course is set to unavailable, access is determined by Course Constituency. Only users with privileges to access the Control Panel may see the contents of an Unavailable Course. Duration Select Continuous to make the Course always available. Select Dates to set the Course availability for specific dates. The Course may also begin on a specific date and not have a specific end date. After the end date, the Course is no longer available for Students but is otherwise unchanged. Select Days from the Date of Enrollment to place a time limit on a self-paced Course. The Course will be available for that number of days from the time a Student enrolls. Guest Access Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 360 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Properties > How to Set Course Properties Field Description Guests Permitted Select Yes or No to permit Guest Access to the Course. Categories Categories to Select Select categories from the Categories to Select box and click the right facing arrow to move the category to the Selected Categories box. Banner Current Banner Displays the banner that currently appears at the top of the Course. New Banner Image Provide a file name or browse for an image file. This file will appear on the Course. Delete the Current Banner Click this check box to remove the banner image from the Course. No banner will appear at the top of the Course. Course Cartridge Course Cartridge Instructor Download Key Add a Course Cartridge key to add content to the Course from a Course Cartridge. Course Cartridges are learning content provided by publishers. Enrollment Options Instructor / System Administrator Select this option to make Course enrollment Instructor or Admin led. Select the check box to create a link for Students to email an enrollment request to the Instructor. The link appears in the Course catalog. Allow Students to email enrollment requests Select this option to allow Students to enroll in a Course. Start Date Select this option to set an enrollment start date. If Self Enrollment is selected this date is required. End Date Select this option to set an enrollment end date. If Self Enrollment is selected this date is required. Require Access Code to Enroll Select this option to require an access code to enroll. Provide an access code that must then be distributed to approved Students. This access code will be required for Students to enroll in the Course. Language Pack Language Pack Select a Language Pack from the drop-down list. If a Language Pack is not chosen for a Course the Course will display in the user’s preferred Language Pack or, if the user has not set a preferred Language Pack, in the system default Language Pack. For more information about Language Packs, see About Language Packs. Enforce Language Pack Check Enforce Language Pack to force all users in the Course to view the Course Language Pack. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 361 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Properties > How to Set Course Properties Field Description Menu Style Text If Text is selected, the text color and the background color can be changed. Text is the often the choice for accessibility reasons. Buttons If Buttons are selected, the shape, style and color of the buttons can be changed. Default Content View Content View Select Icon Only, Text Only, or Icon and Text for the Default Content View. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 362 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Categorizing Courses > How to Categorize Courses Categorizing Courses Attach and remove categories from the Course using the Categorize Courses page. Once a category has been linked to a Course, the Course will appear under that category in the Course Catalog. How to Categorize Courses 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. Select the check box next to the Course name. 4. Click Categorize. 5. Use the multi-select box to move the categories that should be assigned to the Course to the right-side column. 6. Click Submit. For more information about Course Categories, see the Course Catalog section. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 363 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Running Course Access Reports > How to Run Course Access Reports Running Course Access Reports View usage information about a Course from the Course Access Reports page. For reports on system usage use the System Reports feature. The Event Tracking option must be set to Yes on the Setting Auto-Reporting Options page before Statistics will be recorded. Note The data set for any report is limited to 100,000 hits. How to Run Course Access Reports 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. In the contextual menu for to the Course, click Course Access Reports. 4. Select a Report to run by clicking Run from the menu next to the Report name. The following table describes the available fields. Field Description Report Information Name The name of the Report is display only. Description A description of the Report previously run appears. Elapsed Time of Last Run A time of the last Run is displayed. Report Specifications Select Format Select a file format from the drop-down menu. Options are PDF, HTML, Excel, and Word. Select and End Date Provide an End Date into the text field that matches the format provided. Select a Start Date Provide a Start Date into the text field that matches the format provided. param#user#id Provide a User ID in the text field. Run Report Click Submit to run the Report Click Submit. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 364 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Deleting Courses > How to Delete a Course Deleting Courses Courses can be removed from Blackboard Learn through the Courses page. Courses that are removed cannot be restored to Blackboard Learn unless the Course was archived or exported prior to removing it. Keep in mind that archiving a Course will preserve not only Course content but also user enrollments and interactions with the Course. For information about archiving a Course prior to deleting it from Blackboard Learn, see Archiving a Course. The Course Files for a Course cannot be restored unless they were archived. For steps to archive Course Files, see Course Files Command Line Tools. How to Delete a Course 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course or Courses. 3. To delete multiple Courses, select the check boxes for the Courses to be deleted, and then click Delete. To delete a single Course, click Delete in the contextual menu for the Course. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 365 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Deleting Information from Courses > How to Delete Information from a Course Deleting Information from Courses Bulk Delete is a useful tool to use when a Course ends and will be taught again to another group of Students. Bulk Delete allows Administrators to select information to be deleted from a Course. For example, if the administrator deletes the Results Center Columns from a Course, all of the names of Students and their Results will be deleted from the Course. The Instructor will have a clean Results Center to start the new semester. How to Delete Information from a Course 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. In the contextual menu for the Course, click Bulk Delete. The following table describes the available fields. Field Description Select Content Materials to Delete Information and/ or Content Select the check box for either Information or Content or both to delete the Course Area. The content in each area will be removed but the Course Area will remain a part of the Course. Select Other Materials to Delete Announcements Select Announcements to delete all Course Announcements. Users Select Users to delete the Student enrollments from the Course. Groups Select Groups to delete groups. Discussion Board Select Discussion Board to delete the Discussion Forums. Tests, Surveys, and Pools Select this check box to delete the Assessments in the Course. Results Center Columns Select Results Center Columns to delete the Results Center items for the Course.. Bulk Delete will remove all users with a constituency of Student from the Course. Teaching Assistants, Evaluators, and Course Builders will not be removed. Statistics Select Statistics to delete information on Student usage. Glossary Select Glossary to delete any items in the Glossary. Blogs Select Blogs to delete any entries in the Blog tool. Journals Select Journals to delete any entries in the Journal tool. Messages Select Messages to delete any messages. Confirmation Type 'Delete' to complete this request Type 'Delete' into the field provided. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 366 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Override Course Quotas > How to Override Course Quotas Override Course Quotas Change the disk quotas for a Course from the Course Quotas Override page. The quotas set on this page will apply to the Course regardless of the default quota settings for Blackboard Learn. For information about setting quotas for all Courses on the system, see Setting Course Disk Quotas. How to Override Course Quotas 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. In the contextual menu for the Course, click Quotas. The following table describes the available fields. Field Description Control Disk Quotas for this Course Override default Disk Quotas for this Course Click this check box to place restrictions on the size of the Course. Warn Instructors when Course size exceeds Specify an amount of disk space in Kilobytes. The Instructor will receive a warning that the Course is approaching the disk space limit. Maximum Course disk Usage Specify a disk space limit in Kilobytes. Override default for maximum size of a single file upload to Click this check box and specify a size limit in Kilobytes for files uploaded to the Course. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 367 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Adding File Types for Use with Course Content Items > Add a MIME Extension Adding File Types for Use with Course Content Items Blackboard Learn recognizes several file types that can be attached to content items and opened in the page or directly in an associated application. It is important to remember that any type of file can be uploaded to a content item and made available to Students. If the file is not of a type recognized by Blackboard Learn, users can always download the file and open it locally. Administrators can make Blackboard Learn recognize additional file types and associated applications by adding MIME extensions to an XML file in the file system. This should only be done by an experienced System Administrator. Add a MIME Extension To add a MIME extension that associates a file type with an application, edit the following XML file. The XML file includes a few sample extensions that can be used as a blueprint for creating additional MIME extensions. Windows Syntax: C:\blackboard\config\tomcat\web.xml UNIX Syntax: /usr/local/blackboard/config/tomcat/web.xml Recognized Content Attachments The following file types are recognized by Blackboard Learn. These files can be displayed within a content item. Other file types can be added to a content item and opened using the correct application on users’ computers. Extension File Type Programs Associated with the File Type .aam Multimedia Macromedia® Authorware® plug-in Note that the .aam file is the starting point for a series of files that must be enclosed in a .ZIP file. .aiff Audio Audio program .asf Multimedia Microsoft® .NET™ Show .au Audio Real Audio Player™ .avi Video Video player (not Macintosh® compatible) .doc Text Microsoft® Word® or other word processor .exe Executable Executable file .gif Image Graphics program or Web browser .html, .htm Web page HTML editor or Web browser .jpg, .jpeg Image Graphics program or Web browser .jif Image Graphics program or Web browser .mp3 Audio Audio program .mpe Audio/Video Audio program .mpg, .mpeg Image Graphics program or Web browser .moov, .movie Movie QuickTime® movie .mov Video Movie or media player .pdf Text Adobe® Acrobat® Reader® Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 368 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Adding File Types for Use with Course Content Items > Recognized Content Attachments Extension File Type Programs Associated with the File Type .png Image Portable Network Graphics .ppt, .pps Slide show Microsoft® PowerPoint® and PowerPoint Player® .qt Movie QuickTime® .ra Audio Real Audio Player™ .ram Video Real Audio Movie™ .rm Audio Audio program .rtf Text Rich Text Format .swf Multimedia Macromedia® Shockwave® plug-in .tiff, .tif Image Graphics program or Web browser .txt Text Text or HTML editor, word processor .wav Audio Audio program .wma Audio Audio program .wmf Graphic Microsoft® Windows® .wmv Media/Audio Microsoft® Windows® .wpd Text WordPerfect® or other word processor .xls Spreadsheet Microsoft® Excel® .zip Text WinZip® Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 369 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Copying Courses > About Course Files About Copying Courses A Course can copied several ways to serve different purposes: l Copy selected Course materials into a new Course to create a new section of the same Course. l Copy selected Course materials into an existing Course to share content across several Courses without having to recreate the content in each Course. l Copy only enrollments (or enrollments and selected content and tools) to move users from one sequential Course to the next Course. l Create an exact copy of a Course, including enrollments and Student interactions. About Course Files To include Course Files in a Course package or add Course Files from a Course package to a destination directory when copying a Course, the user performing the operation must have Manage permissions on the Course directory. If the content management capabilities have been licensed, only Read permissions are required to include links to Course Files, while Manage permissions are required to include links and copies of the Course Files. Because copying a Course requires that the user performing the operation have Manage permissions on the Course directory, this may result in some, but not all, of the content being included in the package. All Course users will be granted Read permissions on the copied Course Files. Users with the following constituencies will be granted Manage permissions: l Instructors l Course Builders l Teaching Assistants For more information about Course Files, see About Course Files. About Content Collection Items Links to Content Collection items within the Course are included when a Course is copied. The permissions for Content Collection items located in almost all Course areas will be updated automatically. The one exception to this is Assessments. The permissions for Content Collection items linked to in Tests, Surveys, and Questions Pools are not automatically updated. The Instructor must update the permissions to these items manually through the Content Collection. When the items that are linked to in the Course are viewed in the Content Collection, Read permission will appear for All Course Users. About Course Links Links to parts of a Course that are not included in the copy will break when the links appear in the destination Course. For example, if there is a link to a Test in a Course area and Assessments are not copied, the link to the test will break. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 370 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Copying Courses > How to Access the Copy Options How to Access the Copy Options 1. On the Administrator Panel, under Courses, click Courses. 2. Click Copy Course. -or In the contextual menu for a Course, click Copy. The following table describes the available tasks. Task Steps To copy some or all of the Course materials into a new Course Click Copy Course Materials into a New Course. To copy some or all of the Course materials into an existing Course Click Copy Course Materials into an Existing Course. To make an exact copy of the Course including enrollments Click Copy Course with Users (Exact Copy). Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 371 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Copying Course Materials into a New Course > How to Copy a Course into a New Course Copying Course Materials into a New Course Copying Course materials into a new Course creates a Course in Blackboard Learn and populates it with content from a Course already on the system. The Course Menu specified in the source Course will replace the default Course Menu in the new Course. For information about Course Files and Content Collection items included, see About Copying Courses. How to Copy a Course into a New Course 1. On the Administrator Panel, under Courses, click Courses. 2. Click Copy Course. -orIn the contextual menu for a Course, click Copy. 3. From the Select Copy Type list, select Copy Course Materials into a New Course. The following table describes the available fields. Field Description Source Course ID The Course ID of the Course to export. If the Course ID is not known, click Browse. Destination Course ID Provide a Course ID for the new Course that will be created and populated with content from the current Course. A new Course with this ID will be created with the materials from the packaged Course. Please make sure that the new Course ID matches the naming convention used at the Organization. Also, The Course ID should not have any spaces or characters other than numbers and letters, dash (-), underscore (_), and period (.). The Course ID must be unique and remain static. It cannot be changed. 4. Click Submit. 5. Under Select Course Materials, select the check boxes for each Course area and tool that should be copied into the new Course. The following table describes what happens to each selectable option when the copy is performed. Note The Course Copy operation cannot be completed if the user does not select at least one of the following areas: Content, Contacts, or Settings. If none of these options are selected a warning will appear. Course Material Behavior when copied Content Areas Copies Course materials, including uploaded files, Learning Modules, and links. Users may also select to include Course Information, Course Content, and Adaptive Release Rules for Content. Adaptive Release Rules for Content This option is available only if the Content Areas check box is selected. Announcements All Announcements are copied to the new Course. This option must be selected or the links in Announcements to Assessments will be broken. Blogs All Blogs are copied to the new Course. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 372 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Copying Course Materials into a New Course > How to Copy a Course into a New Course Course Material Behavior when copied Calendar All Calendar events are copied to the new Course. Collaboration Sessions All Collaboration Sessions are copied to the new Course. Contacts All Contacts are copied to the new Course. Discussion Board Discussion Board Forums, including the initial posts in each Forum, are copied to the new Course. Early Warning System Rules All Early warning system rules are copied to the new Course. Glossary All Glossary terms are copied to the new Course. Results Center Columns and Settings Items in the Results Center, and their settings, such as type, categories, and display options, are copied to the new Course. Group Settings Settings include the names of the Groups, the settings for tool availability, and the Discussion Board Forum names. Journals All Journal entries are copied to the new Course. Rubrics All Rubrics are copied to the new Course. Settings Some Course Settings will be copied. See Course Settings below for more information. Standards Alignments All Standards Alignments are copied to the new Course. Tasks All Tasks are copied to the new Course. Tests, Surveys, and Pools All Assessments and Surveys, including questions and options for deploying them are copied. All Pools are copied to the new Course. Wikis All Wikis are copied to the new Course. 6. In the Course Files section, choose whether to include only the links to Course Files content or the links and copies of the Course Files content. If you select Copy links and copies of the content, click Calculate Size to ensure that the package size does not exceed the displayed Allowed package size. To remove files and folders from the package, click Manage Package Contents. For more information about the content included in a package, see About Course Files. 7. To copy Enrollments for all Users in the Course, selecting the Include Enrollments in the Copy check box. This option does not copy user records in the Course. User records are copied only with Exact Copy. 8. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 373 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Copying Course Materials into an Existing Course > Resolving Course Menu Items Copying Course Materials into an Existing Course The Copy Course Materials into an Existing Course page permits Instructors to copy content from one Course into another they are teaching. Instructors can select areas, such as Announcements, Contacts or Course areas to copy. Copy Course will add content to a Course, but it will not remove existing content. For information about Course Files and Content Collection items included, see About Copying Courses. Resolving Course Menu Items When copying content and tools from one Course to an existing Course, the Course Menu must resolve itself in the destination Course. The following table describes how Course Menu items are resolved. If . . . then . . . a Course area in the source Course does not exist in the destination Course the area will be added to the Course Menu in the destination Course. a Course area in the source Course and the Course area in the destination Course have the same name and are of the same type (for example, External Links, Contacts, or content) the content from the source Course will be added, but will not replace, the content in the area within the destination Course. a Course area in the source Course and the Course area in the destination Course have the same name but are of different types the area from the source Course will be added to the destination Course under a different name. The new name will append an incremental numeral to the name (for example, Course Materials will become Course Materials1). How to Copy a Course into an Existing Course 1. On the Administrator Panel, under Courses, click Courses. 2. Click Copy Course, or in the contextual menu for a Course, click Copy. 3. From the Select Copy Type list, select Copy Course Materials into an Existing Course. The following table describes the available fields. Field Description Source Course ID The Course ID of the Course to export. If the Course ID is not known, click Browse. Destination Course ID Provide the Course ID of the existing Course that will be populated with content from the current Course. 4. Click Submit. 5. Under Select Course Materials, select the check boxes for each Course area and tool that should be copied into the new Course. The following table describes what happens to each selectable option when the copy is performed. Note The Course Copy operation cannot be completed if the user does not select at least one of the following areas: Content, Contacts, or Settings. If none of these options are selected a warning will appear. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 374 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Copying Course Materials into an Existing Course > How to Copy a Course into an Existing Course Course Material Behavior when copied Content Areas Copies Course materials, including uploaded files, Learning Modules, and links. Users may also select to include Course Information, Course Content, and Adaptive Release Rules for Content. Adaptive Release Rules for Content This option is available only if the Content Areas check box is selected. Announcements All Announcements are copied to the existing Course. This option must be selected or the links in Announcements to Assessments will be broken. Blogs All Blogs are copied to the existing Course. Calendar All Calendar events are copied to the existing Course. Collaboration Sessions All Collaboration Sessions are copied to the existing Course. Contacts All Contacts are copied to the existing Course. Discussion Board Discussion Board Forums, including the initial posts in each Forum, are copied to the existing Course. Early Warning System Rules All Early warning system rules are copied to the new Course. Glossary All Glossary terms are copied to the existing Course. Results Center Columns and Settings Items in the Results Center, and their settings, such as type, categories, and display options, are copied to the existing Course. Group Settings Settings include the names of the Groups, the settings for tool availability, and the Discussion Board Forum names. Journals All Journal entries are copied to the existing Course. Rubrics All Rubrics are copied to the existing Course. Settings Some Course Settings will be copied. See Course Settings below for more information. Standards Alignments All Standards Alignments are copied to the existing Course. Tasks All Tasks are copied to the existing Course. Tests, Surveys, and Pools All Assessments and Surveys, including questions and options for deploying them are copied. All Pools are copied to the existing Course. Wikis All Wikis are copied to the existing Course. 6. In the Course Files section, choose whether to include only the links to Course Files content or the links and copies of the Course Files content. If you select Copy links and copies of the content, click Calculate Size to ensure that the package size does not exceed the displayed Allowed package size. To remove files and folders from the package, click Manage Package Contents. For more information about the content included in a package, see About Course Files. 7. To copy Enrollments for all Users in the Course, selecting the Include Enrollments in the Copy check box. This option does not copy user records in the Course. User records are copied only with Exact Copy. 8. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 375 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Copying a Course with Users (Exact Copy) > Defining Course IDs Copying a Course with Users (Exact Copy) Copy Course with Users performs a complete copy of the Course. This is the only Copy option that copies user records, such as Results and Discussion Board posts, to the new Course. This option is useful if a Course is split into multiple sections. The Instructor may do an exact copy and then disenroll specific students to create two sections of the same Course. Note All Course Cartridge content is copied during a Copied Course with Users operation. The new Course will contain all of the same content and all of the same user enrollments and staff exercises as the source Course. For information about Course Files and Content Collection items included, see About Copying Courses. Defining Course IDs Make sure that the new Course ID matches the naming convention used at the Organization. Also, The Course ID should not have any spaces or characters other than numbers and letters, dash (-), underscore (_), and period (.). The Course ID must be unique and remain static. It cannot be changed. How to Copy a Course with Users 1. On the Administrator Panel, under Courses, click Courses. 2. Click Copy Course, or in the contextual menu for a Course, click Copy. 3. From the Select Copy Type list, select Copy Course with Users (Exact Copy). The following table describes the available fields. Field Description Source Course ID The Course ID of the Course to export. If the Course ID is not known, click Browse. Destination Course ID Provide a Course ID for the new Course that will be created and populated with content from the current Course. A new Course with this ID will be created with the data and settings from the packaged Course. Please make sure that the new Course ID matches the naming convention used at the Organization. Also, The Course ID should not have any spaces or characters other than numbers and letters, dash (-), underscore (_), and period (.). The Course ID must be unique and remain static. It cannot be changed. Course Files Choose whether to include only the links to Course Files content or the links and copies of the Course Files content. If you select Copy links and copies of the content, click Calculate Size to ensure that the package size does not exceed the displayed Allowed package size. To remove files and folders from the package, click Manage Package Contents. For more information about the content included in a package, see About Course Files. Folder for Content Collection Files This field appears only if the content management capabilities have been licensed. If the Source Course includes Content Collection files, click Select Folder and browse to select the folder to which they will be added. The files will be placed in a subfolder. If the Course Files Default Directory option is selected, any Content Collection files included in the package will not be processed. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 376 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Copying a Course with Users (Exact Copy) > How to Copy a Course with Users 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 377 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch Copying Courses > How to Create a Batch File for the Command Line Tool Batch Copying Courses This topic details how to use the command line tool to perform a batch copy Course operation. By default, when a Batch Copy is performed an exact copy of the Course is created. If there is existing content in the destination Course, this content will remain after the copy. The Course Menu settings in the new Course will depend upon the areas of the Course copied. How to Create a Batch File for the Command Line Tool The batch file follows exactly the same format as a Snapshot flat file. The first row defines the attributes and the subsequent rows hold the data for each copy. The delimiter used in the file must match the delimiter set in the snapshot.properties file. Finally, the file must be a text file (.txt). Press CTRL+Q. For batch file guidelines, see Batch File Guidelines. Example EXTERNAL_COURSE_KEY|TEMPLATE_COURSE_KEY HIST101|TEMPLATE_COURSE_ID HIST102|TEMPLATE_COURSE_ID HIST103|TEMPLATE_COURSE_ID2 The EXTERNAL_COURSE_KEY is an attribute used for advanced data management. If a Course is created through the Administrator Panel, the EXTERNAL_COURSE_KEY is simply the Course ID. If the destination Courses do not exist they must be created as part of the process or the copy will fail. To create the destination Courses the COURSE_ID and COURSE_NAME attributes must be added to the batch file. Example EXTERNAL_COURSE_KEY|COURSE_ID|COURSE_NAME|TEMPLATE_COURSE_KEY HIST101|HIST101|Introduction to American History until 1865|TEMPLATE_ COURSE_ID HIST102|HIST102|Introduction to American History from 1865|TEMPLATE_COURSE_ID HIST103|HIST103|Introduction to Central American History|TEMPLATE_COURSE_ID2 How to Run the Command Line Tool The Batch tool for running Copy functions must be run from the command line. The tool must be run from the Web/app server using the appropriate command syntax, where path_to_ file is the full path to the batch file that will be processed: Windows Syntax: C:\Blackboard\tools\admin\BatchCourseCopy.cmd path_ to_file UNIX Syntax: /usr/local/blackboard/tools/admin/BatchCourseCopy.sh path_to_file The exact path to the Blackboard directory may be different based on where Blackboard Learn was installed. The delimiter used in the batch file must be the same delimiter in the snapshot.properties file. The default value is a pipe (|). Also, the command will only process a batch copy on the default Virtual Installation. To perform a batch copy on another Virtual Installation the COPYINTO Snapshot command must be run. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 378 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch File Guidelines > About Header Fields Batch File Guidelines Batch files are .delimited files holding large quantities of new Courses. Batch files cannot contain any Course content other than one announcement. Batch files must contain a Course ID and Course Name, and may also contain a Course Description, Button Style, and Initial Announcement, appearing in the following format: "Course ID","Course Name","Course Description","Button_Style", "announcement", "announcement title" Note the following when creating a batch Course file: l Each file must be one of the supported file types: .txt or .csv Note Microsoft Excel versions 2003 and 2007 automatically insert double quotes in every field if the worksheet is saved as a .csv file. l l Each file must be in DOS format. Files in MAC or UNIX format must be converted to DOS. Each field must be enclosed in double quotation marks. For example: "ENG_201" l If quotation marks appear in a field, use an escape character to indicate that the next character does not mark the end of the field. The escape character is a backslash (\). For example: "\"Intro\"" l Each field must be separated with one of the following delimiters: comma, colon, or tab. When selecting AUTO, only one type of delimiter may be used in each batch file. For example: "ENG_201","English Literature" or "ENG_201":"English Literature" l Each record must be on a separate line. For example: "ENG_201”,”English Literature" "ENG_202”,“Transcendentalist Works" l Do not include blank lines between records. The blank line will be processed and return an error. l Blackboard recommends that each batch file not exceed 500 records because of timeout restrictions associated with most browsers. About Header Fields When files are created for batch loading, regardless of Language Pack or computer operating system, the following header fields must be in ASCII (American Standard Code for Information Interchange) characters: l Any Boolean field (Y/N, T/F) l Any ID such as Course ID or Department ID l Username l Email address Header fields may contain any ASCII alphanumerical characters, underscores "_", dots ".", and dashes "-". Headers fields cannot contain the following special characters: % & * # > < + = : " / \ Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 379 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch File Guidelines > Illegal Characters All data contained in these fields must also be in ASCII characters and the same rules for acceptable characters apply. Illegal Characters Attributes (for example, Username, password, or Course ID) cannot contain the following special characters: %&*#><+=:"/\ These characters are only safe to use when adding content into a text box, such as adding the description for a Course. When creating attributes a good rule to follow is to use only alphanumeric characters, underscores, dots, and dashes. Do not use spaces. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 380 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Exporting a Course > About Export Packages Exporting a Course Exporting a Course creates a package of the Course content that can later be imported into Blackboard Learn and used to teach another Course with the same content. Unlike archiving a Course, exporting a Course package does not include any user interactions with the Course. It includes only the content of the Course. Courses should be exported when Course materials will be reused at a later time to teach a new set of Students. Course should be archived after it has been taught to maintain a record of a Course. About Export Packages Export packages are created as compressed .ZIP files and can be imported into Blackboard Learn in the same format. Do not unzip an Export package, remove files from the package, or try to import a file contained with the package. The package will not be imported correctly. Export packages from older versions of Blackboard Learn can be imported into Blackboard Learn, but Blackboard Learn export files are not backward compatible with previous versions. Note An Export Course option is also available on the Courses page. If this option is selected, provide the Course ID on the Export Course page that appears and click Submit. Options appear to select the materials to include in the export package. After the package has been created, the Administrator must open the Manage Exports page to download the Course package. About Course Files Content To include Course Files in a Course package when exporting a Course, the user creating the package must have Manage permissions on the Course directory. If the content management capabilities have been licensed, only Read permissions are required to include links to Course Files, while Manage permissions are required to include links and copies of the Course Files. All Course users will be granted Read permissions on the exported Course Files. Users with the following constituencies will be granted Manage permissions: l Instructors l Course Builders l Teaching Assistants For more information about Course Files, see About Course Files. About Course Links Links to parts of a Course that are not included in the export package will break when the links appear in the destination Course. For example, if there is a link to a Test in a Course area and Tests, Surveys and Pools are not exported, the link to the Test will break. About IMS Specifications The Blackboard packaging format follows the IMS Content Packaging Specification with extensions to support content types that are specific to Blackboard Learn: l IMS Content and Packaging Specification 1.1.2 l IMS Metadata Specification 1.2.1 Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 381 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Exporting a Course > How to Export a Course l IMS Enterprise Specification 1.01 l IMS Question and Test Interoperability Specification 1.2 How to Export a Course 1. On the Administrator Panel, under Courses, click Courses. 2. Point to Backup Actions and click Export Course. 3. Provide the Source Course ID or click Browse to search for the Course. 4. Click Submit. 5. In the Course Files section, choose whether to include only the links to Course Files content or the links and copies of the Course Files content. If you select Copy links and copies of the content, click Calculate Size to ensure that the package size does not exceed the displayed Allowed package size. To remove files and folders from the package, click Manage Package Contents. 6. Under Select Course Materials, select the check boxes for each Course area and tool that should be exported. The following table describes what happens to each selectable option when the copy is performed. Course Material Behavior when Exported Content Areas Exports Course materials, including uploaded files, Learning Modules, and links. Users may also select to include Course Information, Course documents, Exercises and External Links. Adaptive Release Rules for Content This option is available only if the Content Areas check box is selected. Announcements All Announcements are exported. If Assessment links appear in Course areas, then this option must be selected, or the link to the Assessment will be broken. Blogs All Blogs are exported. Calendar All Calendar items are exported to the new Course. Collaboration Sessions All Collaboration Sessions are exported. Contacts All Contacts are exported. Discussion Board Discussion Board Forums, including the initial message in the Discussion Board, are exported. Early Warning System Rules All Early warning system rules are exported. Glossary All Glossary terms are exported. Results Center Columns and Settings Items in the Results Center, and their settings, such as type, categories, and display options, are exported. Group Settings Settings include the names of the Groups, the settings for tool availability, and the Discussion Board Forum names. Journals All Journal entries are exported. Rubrics All Rubrics are exported. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 382 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Exporting a Course > How to Download the Course Package Course Material Behavior when Exported Settings The following Course Settings will be exported: l Course Name l Course Description l Course Entry Point l Course Style l Course Banner l Blackboard Tools l Building Block Tools l Content Tools l Course ID l Course Availability l Guest Access l Observer Access l Course Duration l Enrollment Options For information about which of these settings are included during an import operation, see Importing a Course. Standards Alignments All Standards Alignments are exported. Tasks All Tasks are exported. Tests, Surveys, and Pools All Assessments and Surveys, including questions and options for deploying them are imported. All Pools are exported to the new Course. Wikis All Wikis are exported. 7. Click Submit. How to Download the Course Package When the export package is complete, the Administrator who initiated the operation receives an email. This email includes a link to the log file contents of the package. After they receive the email, Administrators may download the Course package to the local computer from the Export / Archive page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 383 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Archiving a Course > About Archive Packages Archiving a Course Archiving a Course creates a permanent record of a Course, including all the content and user interactions. Unlike exporting a Course, archiving a Course is not useful when trying to create a package of content to be used at a later time or with another Course. When an archive package is restored, not only is the content of the Course restored, but all of the user information and user interactions are restored as well. Note Course Cartridge information is included in the archive and can be restored, but About SafeAssign are not included and cannot be restored. About Archive Packages Archive packages are created as compressed .ZIP files with the following file naming structure: ArchiveFile_Course_ID_date/time_stamp.zip After the package has been downloaded, do not remove files from the package or unzip the package and try to restore individual files within the package. The Course can only be restored if the package is intact. Editing the .ZIP file and then uploading the Archived Course package will result in unstable and unpredictable behavior in the Restored Course. About Course Files To include Course Files in a Course package when archiving a Course, the user creating the package must have Manage permissions on the Course directory. If the content management capabilities have been licensed, only Read permissions are required to include links to Course Files, while Manage permissions are required to include links and copies of the Course Files. All Course users will be granted Read permissions on the archived Course Files. Users with the following constituencies will be granted Manage permission: l Instructors l Course Builders l Teaching Assistants For more information about Course Files, see About Course Files. About IMS Specifications The Course packaging format follows the IMS Content Packaging Specification with extensions to support content types that are specific to Blackboard Learn. Blackboard Learn uses: l IMS Content and Packaging Specification 1.1.2 l IMS Metadata Specification 1.2.1 l IMS Enterprise Specification 1.01 l IMS Question and Test Interoperability Specification 1.2 Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 384 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Archiving a Course > How to Archive a Course How to Archive a Course 1. On the Administrator Panel, under Courses, click Courses. 2. Point to Backup Actions and click Archive Course. 3. In the Source Course ID field, provide a valid Course ID. If the Course ID is not known, click Browse. 4. To Include the Results Center History, select the check box below the Course ID. Selecting this option increases file size and processing time. 5. In the Course Files section, choose whether to include only the links to Course Files content or the links and copies of the Course Files content. If you select Copy links and copies of the content, click Calculate Size to ensure that the package size does not exceed the displayed Allowed package size. To remove files and folders from the package, click Manage Package Contents. 6. Click Submit. How to Download the Course Package After the Archive Course page is submitted, Blackboard Learn creates the Course package. When the package is complete, the Administrator who initiated the operation receives an email. This email includes a link to the log file contents of the package. After the email is received, Administrators may open the Export / Archive Manager page in the Blackboard application and download the Course package to the local computer. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 385 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Export and Archive Packages > Removing Packages Managing Export and Archive Packages When a Course is exported or archived, a link to the package appears on the Export / Archive page. The Administrator may download the package to a local computer, and then use it in the future for import or restore operations. When a package is exported or archived, it does not appear on this page immediately. An email is sent to the user after the system has created the package. The user may then open this page to find the package and download it. Removing Packages Blackboard recommends that users remove packages from this page after they have been downloaded because each package counts against the Course Disk Quota. As a result, keeping packages on this page may result in limited space to add additional content to the Course. How to Manage Export / Archive Packages 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. In the contextual menu for the Course, click Export/Archive. The following table describes the available tasks. Task Steps To export the Course Export. The Export Course page appears. Define the export settings, and then click Submit. To archive the Course Archive. The Archive Course page appears. Define the archive settings, and then click Submit. To download an existing Course package Open in the contextual menu for the Course package. To view the basic log for an existing Course package View Basic Log in the contextual menu for the Course package. To view the detailed log for an existing Course package View Detailed Log in the contextual menu for the Course package. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 386 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Importing a Course > About Course Files Importing a Course Import Course uploads an Export package of Course content. Export packages, created with the Export Course feature, are .ZIP files that contain Course materials, but not user data or interactions. Export packages are useful for storing content that may be used to teach the same Course to different Students at a later time. To create a permanent record of a Course, use the Archive Course and Restore Course features. Never upload an Exported Course package that has been modified since it was created and downloaded. Opening the .ZIP file and changing any of the files in the Exported Course package will result in unstable and unpredictable behavior when the Course is imported. Note Course packages created for older versions may not be supported. Please check the release notes for a list of supported versions. About Course Files To add Course Files from a Course package to a destination directory when importing a Course, the user performing the operation must have Manage permissions on the Course directory. If the content management capabilities have been licensed, only Read permissions are required to include links to Course Files, while Manage permissions are required to include links and copies of the Course Files. Because importing a Course requires that the user performing the operation have Manage permissions on the Course directory, this may result in some, but not all, of the content being included in the package. All Course users will be granted Read permissions on the imported Course Files. Users with the following constituencies will be granted Manage permissions: l Instructors l Course Builders l Teaching Assistants For more information about Course Files, see About Course Files. About Course Links Links to parts of a Course that were not included in the exported package will break when the links appear in the destination Course. For example, if there is a link to a Test in a Course area and Tests, Surveys and Pools are not exported, the link to the Test will break. Resolving the Course Menu Items When importing a package, the Course Menu must resolve itself in the destination Course. The following table describes how Course Menu items are resolved. If . . . then . . . a Course area in the package does not exist in the destination Course the area will be added to the Course Menu in the destination Course. a Course area in the package and the Course area in the destination Course have the same name and are of the same type (for example, External Links, Contacts, or content) the content from the package will be added, but will not replace, the content in the area within the destination Course. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 387 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Importing a Course > How to Import a Course If . . . then . . . a Course area in the package and the Course area in the destination Course have the same name but are of different types the area from the package will be added to the destination Course under a different name. The new name will append an incremental numeral to the name (for example, Course Materials will become Course Materials1). How to Import a Course 1. On the Administrator Panel, under Courses, click Courses. 2. Click Import Package. The following table describes the available fields. Field Description Destination Course ID Enter the Course ID of the Course to receive Course materials. If a Course ID that does not exist on the system is entered, a new Course with this ID will be created with the data and settings from the imported Course. Select a Package Either enter the path to the Course package or click Browse to search for the Course package. 3. Under Select Course Materials, select the check boxes for each Course area and tool that should be copied into the new Course. The following table describes what happens to each selectable option when the copy is performed. Course Material Behavior when copied Content Areas Imports Course materials, including the following, from the package: l Uploaded files l Learning Modules l Links l Course Information l Course Documents l Exercises l External Links l Building Block content Adaptive Release Rules for Content This option is only available if the Content Areas check box is selected. Announcements All Announcements are imported. If Assessment links appear in Course areas, then this option must be selected, or the link to the Assessment will be broken. Blogs All Blogs are imported to the Course. Calendar All Calendar items are imported to the Course. Collaboration Sessions All Collaboration Sessions are imported to the Course. Contacts All Contacts are imported to the Course. Discussion Board Discussion Board Forums, including the initial message in the Discussion Board, are imported to the Course. Early Warning System Rules Early warning system rules are imported to Course. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 388 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Importing a Course > How to Import a Course Course Material Behavior when copied Glossary All Glossary terms are imported to the Course. Results Center Columns and Settings Items in the Results Center, and their settings, such as type, categories, and display options, are imported to the Course. Group Settings Settings include the names of the Groups, the settings for tool availability, and the Discussion Board Forum names. Journals All Journal entries are imported to the Course. Rubrics All Rubrics are imported to the Course. Settings The following settings will be imported: l Course Name l Course Description l Course Entry Point l Course Style l Course Banner l Tools settings that do not exist are added. Existing settings are not overwritten. The following settings are not imported: l Course ID l Course Availability l Guest Access l Observer Access l Course Duration l Enrollment Options Standards Alignments All Standards Alignments are imported to the Course. Tasks All Tasks are imported. Tests, Surveys, and Pools All Assessments and Surveys, including questions and options for deploying them are imported. All Pools are imported to the Course. Wikis All Wikis are imported to the Course. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 389 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Restoring a Course > Before you Begin Restoring a Course Restoring a Course uploads the archived package for a Course into Blackboard Learn in the same state that it was in at the time it was archived. Course content (including all Course Cartridges if the community engagement capabilities have been licensed), user data, and user interactions are all included in the Archive package. Archived packages are designed to provide a permanent record of a Course. To save Course materials to teach another set of Students at a later time, export and import the Course. Note Do not upload an Archived Course package that has been modified since it was created and downloaded. Opening the .ZIP file and changing any of the files in the Archived Course package will result in unstable and unpredictable behavior when the Course is restored. Before you Begin The default size limit for content uploaded though the user interface is 250 MB. When attempting to upload files larger than 250 MB using the interface, users will receive an error. This limit does not apply to Web Folder uploads. To upload larger files, Administrators can upload the files using the command line or they can increase the Tomcat default size setting. For more information about uploading files using the command line, see Batch Import/Export/Archive/Restore Course. To increase the maximum upload limit, modify the parameter located in webapps/blackboard/WEB-INF/config/struts/reportingstruts-config.xml. The file size upload limit is tied to Tomcat, therefore it is not encountered with WebDAV uploads. Because the setting is tied to Tomcat, the services must be restarted for the change to take effect. Restoring User Records When performing a restore, Blackboard Learn checks to see if users are in the system by validating Usernames against email addresses. If the Username exists with the same email address there is no need to create the user. If a Username exists with a different email address than the one included in the archive package, a new user will be created with a number appended to the Username. Example An archive package is uploaded with an account that has the Username bb_user. The Restore process looks for users with this User name in Blackboard Learn. If bb_user exists in the system, the process then compares the email addresses. If the email address matches, then a new user is not created. If the email addresses are different, then the process creates a new user, bb_user1. Note As a security precaution, any users that are added during a restore are created with only their primary System Constituency. Secondary System Constituencies are not included. Restoring Course Files To add Course Files from a Course package to a destination directory when restoring a Course, the user performing the operation must have Manage permissions on the Course directory. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 390 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Restoring a Course > How to Restore a Course If the content management capabilities have been licensed, only Read permissions are required to include links to Course Files, while Manage permissions are required to include links and copies of the Course Files. Because restoring a Course requires that the user performing the operation have Manage permissions on the Course directory, this may result in some, but not all, of the content being included in the package. All Course users will be granted Read permissions on the restored Course Files. Users with the following constituencies will be granted Manage permissions: l Instructors l Course Builders l Teaching Assistants For more information about Course Files, see About Course Files. How to Restore a Course 1. On the Administrator Panel, under Courses, click Courses. 2. Search for a Course. 3. Point to Create Course and click Restore. The following table describes the available fields. Note Course packages created for earlier versions may not be supported. Please check the Release Notes for a list of supported versions. Field Description Destination Course ID Provide a new Course ID for the Course to receive Course materials. A new Course with this ID will be created with the data and settings from the packaged Course. It is not possible to restore a Course using a Course ID that is already in use. Please make sure that the new Course ID matches the naming convention used at the Organization. Also, The Course ID should not have any spaces or characters other than numbers and letters, dash (-), underscore (_), and period (.). The Course ID must be unique and remain static. It cannot be changed. Select a Package Provide the file location of the archive package or browse for the file location. Restored materials must be .ZIP archive files of Blackboard Learn Course materials. To create packaged Course materials, use the Archive Course function. Folder for Content Collection Files This field appears only if the content management capabilities have been licensed. If the package includes Content Collection files, click Select Folder and browse to select the Content Collection folder to which they will be added. The files will be placed in a subfolder. If the Course Files Default Directory option is selected, any Content Collection files included in the package will not be processed. 4. Click Submit. When the Course is restored, the Settings and Course Menu specified in the Archive package will replace the default Settings and Course Menu that are in effect for new Courses. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 391 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch Import/Export/Archive/Restore Courses > Before You Begin Batch Import/Export/Archive/Restore Courses Blackboard Learn includes a tool for handling the import/export and archive/restore of a number of Courses at once as well as the import/restore of files that exceed the default 250 MB size limit. The tool will process a batch file that includes the Course ID and the name. Before You Begin The default size limit for content uploaded though the user interface is 250 MB. When attempting to upload files larger than 250 MB using the interface, users will receive an error. This limit does not apply to Web Folder uploads. To upload larger files, Administrators can upload the files using the command line or they can increase the Tomcat default size setting. For more information about uploading files using the command line, see Batch Import/Export/Archive/Restore Course. To increase the maximum upload limit, modify the parameter located in webapps/blackboard/WEB-INF/config/struts/reportingstruts-config.xml. The file size upload limit is tied to Tomcat, therefore it is not encountered with WebDAV uploads. Because the setting is tied to Tomcat, the services must be restarted for the change to take effect. How to Create a Batch File A batch file used with the batch_ImportExport tool only has two values in each row, the Course ID and the full path to the .ZIP package. When running an Export or Archive action the .ZIP package will be created using the specified path and file name. When running an Import or Restore action, the specified path and file name point to the .ZIP package associated with the destination Course ID. For batch file guidelines, see Batch File Guidelines. The following are examples of the contents of a batch file for use with the batch_ImportExport tool. Files should be saved as text (.txt) files. Restore or Import Examples HIST101, C:\Course_archives\Archive_File_HIST101.zip HIST201, C:\Course_archives\Archive_File_HIST201.zip HIST301, C:\Course_archives\Archive_File_HIST301.zip HIST401, C:\Course_archives\Archive_File_HIST401.zip HIST331, C:\Course_archives\Archive_File_HIST331.zip Restore and Import batch files require the exact path, including the name of the package. Archive or Export Examples HIST101, C:\Course_archives\ HIST201, C:\Course_archives\ HIST301, C:\Course_archives\ HIST401, C:\Course_archives\ Archive and Export batch files require only the path to the directory where each package will be stored. Adding the package name will result in an error. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 392 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch Import/Export/Archive/Restore Courses > How to Run the Tool How to Run the Tool The Batch tool for running Import/Export and Archive/Restore functions must be run from the command line. The tool must be run from the Web/app server. The command syntax is shown below. Windows Syntax: C:\Blackboard\apps\content-exchange\bin\batch_ImportExport.bat –f path_to_ file -l delimiter -t operation -n virtual_hostname Note Use cmd.exe to open a command line for running the tool. Running the tool from command.exe will result in errors. UNIX Syntax: /usr/local/blackboard/apps/content-exchange/bin/batch_ImportExport.sh –f path_to_file -l delimiter -t operation -n virtual_hostname The exact path to the Blackboard directory may be different depending on where Blackboard Learn was installed. Argument Description path_to_ file Provide the full path to the batch file. delimiter Provide one of the following values: operation virtual_ hostname l 1: Identifies comma (,) as the delimiter. l 2: Identifies semicolon (;) as the delimiter. l 3: Identifies TAB as the delimiter. Provide one of the following values to indicate the operation being performed: l Import l Export l Restore l Archive The name of the virtual installation that the tool will run against. If there are no Virtual Installations, or if this argument is not given, the tool will run against the default Virtual Installation. How to Customize the JVM Heap Size for the batch_ImportExport Tool 1. Locate the content-exchange.pl file in the same directory as the batch_ ImportExport tool. 2. Edit the my $java_opts parameter on line 32 to include the customized JVM heap size. 3. Use the following syntax: my $java_opts = "$x_debug -Xms1024m -Xmx1024m -Dbbservices_ config=$base_dir/config/service-config-content-exchange.properties -Dblackboard.home=$base_dir -DXythos.RunMode=Application Djava.system.class.loader=blackboard.cms.commandline.classloader.BbCommandLineClassLoader"; Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 393 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch File Guidelines > About Header Fields Batch File Guidelines Batch files are .delimited files holding large quantities of new Courses. Batch files cannot contain any Course content other than one announcement. Batch files must contain a Course ID and Course Name, and may also contain a Course Description, Button Style, and Initial Announcement, appearing in the following format: "Course ID","Course Name","Course Description","Button_Style", "announcement", "announcement title" Note the following when creating a batch Course file: l Each file must be one of the supported file types: .txt or .csv Note Microsoft Excel versions 2003 and 2007 automatically insert double quotes in every field if the worksheet is saved as a .csv file. l l Each file must be in DOS format. Files in MAC or UNIX format must be converted to DOS. Each field must be enclosed in double quotation marks. For example: "ENG_201" l If quotation marks appear in a field, use an escape character to indicate that the next character does not mark the end of the field. The escape character is a backslash (\). For example: "\"Intro\"" l Each field must be separated with one of the following delimiters: comma, colon, or tab. When selecting AUTO, only one type of delimiter may be used in each batch file. For example: "ENG_201","English Literature" or "ENG_201":"English Literature" l Each record must be on a separate line. For example: "ENG_201”,”English Literature" "ENG_202”,“Transcendentalist Works" l Do not include blank lines between records. The blank line will be processed and return an error. l Blackboard recommends that each batch file not exceed 500 records because of timeout restrictions associated with most browsers. About Header Fields When files are created for batch loading, regardless of Language Pack or computer operating system, the following header fields must be in ASCII (American Standard Code for Information Interchange) characters: l Any Boolean field (Y/N, T/F) l Any ID such as Course ID or Department ID l Username l Email address Header fields may contain any ASCII alphanumerical characters, underscores "_", dots ".", and dashes "-". Headers fields cannot contain the following special characters: % & * # > < + = : " / \ Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 394 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch File Guidelines > Illegal Characters All data contained in these fields must also be in ASCII characters and the same rules for acceptable characters apply. Illegal Characters Attributes (for example, Username, password, or Course ID) cannot contain the following special characters: %&*#><+=:"/\ These characters are only safe to use when adding content into a text box, such as adding the description for a Course. When creating attributes a good rule to follow is to use only alphanumeric characters, underscores, dots, and dashes. Do not use spaces. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 395 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Default Course Properties > How to Set the Default Course Properties Setting the Default Course Properties The options chosen on the Set Default Course Properties page control the availability, enrollment, and duration settings of new Courses. While Courses are created with these options defined according to the defaults, the Instructor or the Administrator can change these options at any time. How to Set the Default Course Properties 1. On the Administrator Panel, under Courses, click Course Settings. 2. Click Default Course Properties. The following table describes the available fields. Field Description Default Settings Available by default Click Yes to make Courses immediately available when they are created. Allow Guests by default Click Yes to allow Guests to access to Courses. Allow Observers by Default Click Yes to allow Observers. This value is set to No when Blackboard Learn is installed. Default Enrollment Options Select a default enrollment: Default Duration l Instructor/System Administrator: The Instructor and the Administrator control enrollment. Select the Allow Students to Email Enrollment Requests to the Instructor check box. A link to email the Instructor to request enrollment will appear next to the Course in the Course Catalog. l Self-Enrollment: Students are allowed to enroll themselves in Courses. An Enroll button will appear next to the Course in the Course Catalog. To limit self-enrollment to a specified date range, select the check boxes for a start date and an end date. To require an access code, select the check box and enter a code. Students must enter this code to enroll in a Course. Select a default Course duration: l Continuous: Courses do not have a start date or an end date. l Select Dates: Courses have a duration that matches the starting and ending dates. l Days from the Date of Enrollment: Courses will be available for a number of days from the date of creation. Type the number of days in the field. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 396 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Default Course Menu > How to Set the Default Course Menu Setting the Default Course Menu The options chosen on the Set Default Course Menu page control the initial Course areas that are available in new Courses. Course Areas are parts of a Course that hold content, tools, or links. Course Areas will appear in new Courses in the order that they appear on the Set Default Course Menu page. The italicized text that appears below the name of a Course Area describes whether the area is a content item, link, or tool (and if so, which tool). While Courses are created with these options defined according to the defaults the Instructor or the Administrator can change these options for a Course at any time. Note All tools and content areas on the default Course Menu must have unique names. For example, a tool with the menu name Address Book and a content area with the Menu name Address Book may be created. Two tools named Address Book may not be added. Two links to the Address Book tool may be created but they must have different Menu names. This only applies to the default Course Menu. It does not apply to Course Menus for individual Courses. How to Set the Default Course Menu 1. On the Administrator Panel, under Courses, click Course Settings. 2. Click Default Course Menu. The following describes the available tasks. To . . . click . . . add a content area to the list of default areas Create Content Area from the Create Item icon. add a blank page Create Blank Page from the Create Item icon. add a tool link Create Tool Link from the Create Item icon. add an external link Create External Link from the Create Item icon. add a module page Create Module Page from the Create Item icon. add a subheader to the menu Create Subheader from the Create Item icon. add a dividing line Create Divider from the Create Item icon. A dark line appears at the bottom of the menu. It can be dragged to any position on the menu. remove an element of the Course Menu Delete in the contextual menu for a Course Area. rename a Rename Link in the contextual menu for a Course Area. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 397 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Default Course Menu > How to Set the Default Course Menu To . . . click . . . Course Area hide a Course Area Hide Link in the contextual menu for a Course Area. change the order of a Course Area the double arrow icon next to the a Course Area to drag to the appropriate position. -or- the Reorder icon, select a Course Area, and use the up and down arrows to move the Area to the appropriate position. When finished, click Submit. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 398 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Default Display Options > About the Course Menu Setting the Default Display Options About the Course Menu The Course Menu appears on the left side of a Course and contains links to materials and tools within the Course. The Administrator sets up the default view of the Course Menu. The Instructor can customize the style of the Course Menu and the content and tools available to users. The following two views are available: l List View: Displays top-level of Course materials in the Map. Links may be displayed as buttons or text links. l Folder View: Displays Course materials as seen in the Map. This view expands to show the hierarchy of the Map. A Tools Panel appears as part of the Course Menu. This box may contain links to the Map, Communication tools and/or Course Tools. Links to tools may also be added to the main part of the Course Menu so they appear in the Folder View or the Map. How to Set the Default Course Menu Display The Administrator can make the List View and/or the Folder View available as the default. This default applies to all new Courses. It does not affect Courses already in Blackboard Learn. Follow the steps below to change the default view in a Course: 1. On the Control Panel, under Customization, select Style. 2. Select Set Default Course Menu Display Options on the Settings page. 3. Select a default view for the Course Menu. Note Instructors may change the Course Menu display options within their specific Courses. How to Set the Default Course Tool Panel Display The Tools Panel may be set to display a links to Course Tools, Communication tools, and/or the Map. The display of the Tools Panel is managed separately for the Folder View and the List View. Follow the steps below to set up the Tools Panel display for the List View: 1. Select Settings under Blackboard Learn on the Control Panel 2. Select Set Default Course Tool Panel Style on the Settings page. 3. Select List View Display Options or Folder View Display Options on the Manage Tool Panel page. 4. Select which links to display in the box and provide a name to appear in the header. If no options are selected, the Tools Panel does not appear in the Course Menu. If Header Name is left blank, no header appears in the Tools panel. The background and text color for the header may also be selected. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 399 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Default Course Tools > How to Set the Default Course Tools Setting the Default Course Tools Blackboard Learn has a robust set of tools and the flexibility to add new tools. Administrators can control the tools that will be made available in all newly created Courses. When a Course is created, the Course Tools that are set to be available at that time will be available in the new Course. Note Course Tools can also be managed using the Tools page. A filter at the top of the Course Tools page filters the list of tools displayed to show Blackboard Learn tools and tools added through Building Blocks. Instructors or the Administrator can change the availability of any Course tool at any time. Note Building Block Tools cannot be added to Blackboard Learn - Basic Edition. How to Set the Default Course Tools 1. On the Administrator Panel, under Courses, click Course Settings. 2. Click Course Tools. Only the tools provided by Blackboard Learn display in the list by default. The following table describes the available tasks. To . . . click . . . change the list of tools displayed Filter by: and select the set of tools to view: l Tools: The tool set provided by Blackboard Learn. l Building Block Tools: Tools that have been integrated into Blackboard Learn through a Building Block. l Proxy Tools: Tools that exist outside Blackboard Learn and are accessed via hyperlink. l All Tools: Tools provided by Blackboard Learn and tools that have been integrated through a Building Block. permit access to a tool by default Select the check box in the On column for each tool that should be available in each new Course. allow Guest access to a tool by default Select the check box in the Allow Guest column for each tool that should be accessible by Guests. Tools that cannot be accessed by Guests are marked with a gray block. allow Observer access to a tool by default Select the check box in the Allow Observer column for each tool that should be accessible by Observers. Tools that cannot be accessed by Observers are marked with a gray block. 3. Click Submit. Turning Off Announcements If Announcements are turned off, any Announcements that Instructors have previously created will be visible in their Courses. Instructors will not be able to delete these Announcements, because this tool will no longer be available. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 400 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Default Course Images > How to Set the Default Course Images Setting the Default Course Images Administrators select images to appear in all Courses from the Set Course Images page. Two images appear next to each other on the bottom of the Course and one image appears at the top of the Course Menu on the left side of the main page. How to Set the Default Course Images 1. On the Administrator Panel, under Courses, click Course Settings. 2. Click Course Images. The following table describes the available fields. Field Description Course Entry Point/Primary Bottom Image Current Image Displays the primary image that appears at the bottom of all Courses. Banner URL Provide a URL that links to the primary image. A user clicking on the image will access this URL. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Name of Link Name the link to the primary image. Banner Image Provide the path of an image file or click Browse to find an image file on the system. This image will become the primary image that appears at the bottom of all Courses. The file must be in .GIF or .JPEG format. Course Entry Point/Secondary Bottom Image Current Image Displays the secondary image that appears at the bottom of all Courses. Banner URL Provide a URL that links to the secondary image. A user clicking on the image will access this URL. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Name of Link Name the link to the secondary image. Banner Image Provide the path of an image file or click Browse to find an image file on the system. This image will become the secondary image. The file must be in .GIF or .JPEG format. Course Menu Image Current Image Displays the image that appears at the top of the Course Menu of all Courses. Banner URL Provide a URL that links to the image. A user clicking on the image will access this URL. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Name of Link Name of the link to the image. Banner Image Provide the path of an image file or click Browse to find an image file on the system. This image will become the image that appears at the top of the Course Menu of all Courses. The file must be in .GIF or .JPEG format. 3. Clear all appropriate fields to remove an image from the Course. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 401 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Default Icon Theme > How to Set the Default Icon Theme Setting the Default Icon Theme Administrators select a theme for icons from the Select Icon Themes page. Selecting a theme will add colorful icons to folders, documents, and other items within Blackboard Learn. Icons make it easy for users to navigate through Blackboard Learn and quickly identify important information. How to Set the Default Icon Theme 1. On the Administrator Panel, under Courses, click Course Settings. 2. Click Icon Themes. 3. View the Icon Theme by clicking the plus icon. 4. Select an Icon Theme by clicking the appropriate radio button. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 402 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Adding Default Content Areas > How to Add a New Content Area to a Course Adding Default Content Areas Content Areas are containers within a Course that are accessible from the Course Menu. Adding a new Content Area creates a blank Content Area that will appear in each new Course. This new Content Area and its location within the Course Menu are only default settings. The Instructor of each Course can choose to edit or remove the Content Area within each Course. How to Add a New Content Area to a Course 1. On the Administrator Panel, under Courses, click Course Settings. 2. Click Default Course Menu. 3. Point to the Create Item icon and click Create Content Area. 4. Provide a Name. 5. To make the new area available to users when a Course is created, select the Available to Users check box. 6. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 403 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Adding Default Tool Links > How to Add a New Tool Link to a Course Adding Default Tool Links Tool Links allow access to a tool directly through the Course Menu. Adding a new Tool Link creates an area that will access the selected tool in each new Course. This new Tool Link and its location within the Course Menu are only default settings. The Instructor of each Course can choose to edit or remove the Tool Link within each Course. How to Add a New Tool Link to a Course 1. On the Administrator Panel, under Courses, click Course Settings. 2. Click Default Course Menu. 3. Point to the Create Item icon and click Tool Link. 4. Provide a Name. 5. In the Type list, click the desired tool type. 6. To make the new link available to users when a Course is created, select the Available to Users check box. 7. Click Submit. Note Guest and Observer permissions to access the tool are controlled through the Course Tools feature. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 404 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Adding Default External Links > How to Add a New External Link to a Course Adding Default External Links Link areas create an access point to a URL in the Course Menu. Adding a new External Link creates an Area that will access the defined URL in each new Course. This new External Link and its location within the Course Menu are only default settings. The Instructor of each Course can choose to edit or remove the External Link within each Course. How to Add a New External Link to a Course 1. On the Administrator Panel, under Courses, click Course Settings 2. Click Default Course Menu. 3. Point to the Create Item icon and click Create External Link. 4. Provide a Name. 5. Type the URL. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com 6. To make the new link available to users when a Course is created, select the Available to Users check box. 7. Click Submit. Note Guests and Observers have access to any link displayed in the Course Menu. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 405 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting Course Disk Quotas > How to Set Course Disk Quotas Setting Course Disk Quotas Quotas keep Courses from exceeding acceptable disk space limits and warn Instructors when a Course is approaching the limit. Administrators can grant additional disk space to individual Courses if necessary. How to Set Course Disk Quotas 1. On the Administrator Panel, under Courses, click Course Settings. 2. Click Course Disk Quotas. The following table describes the available fields. Field Description Enforce Disk Quotas Click this check box to place restrictions on the size of Courses. Warn Instructor when Course size exceeds Specify the amount of disk space in Kilobytes. Instructors will receive a warning that the Course is approaching the disk space limit. Maximum Course disk Usage Specify a disk space limit in Kilobytes. Limit the maximum size of a single file upload to Specify a size limit, in Kilobytes, for files uploaded to Courses. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 406 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing the Course Catalog > How to Manage the Course Catalog Managing the Course Catalog Administrators may add, edit, and remove categories in the Course Catalog. Categories can be added within categories to create a nested outline structure with main categories and several deeper levels of subcategories. To view the categories nested within a category, simply click the Category Name. This will open a new Manage Catalog page with that Category as the head. For example, the first Manage Catalog page is titled Manage Catalog: TOP. Clicking on the Category, Law School Classes will change the page title to Manage Catalog: Law School Classes. How to Manage the Course Catalog 1. On the Administrator Panel, under Courses, click Course Catalog. The following table describes the available tasks. To . . . click . . . view and manage subcategories the name of a category. If there are sub-categories, a new page view will appear. add a category Create Category to add a category or sub-category to the Course catalog. The category will be added at the current level. edit a category Edit in the contextual menu for the category. When changing the name of a category, the sub-categories beneath it remain the same. delete a category Delete in the contextual menu for the category or select the check box to the left of the category and click Delete to delete that category from the Course Catalog. Any category links to Courses will be deleted. Also, any sub-categories and category links to subcategories will be removed. navigate to previous page views in the category hierarchy the navigation links that appear beneath the Add Category button. These links begin with Top, which will go back to the page view that lists the first level of categories. 2. Click Submit. For example, a category, History, has numerous sub-categories including American History, Ancient History, and World History. Within the World History category, sub-categories include African, Asian, and European History. To add a category on South American history, click the History category on the Manage Course Catalog page, and then click the World History category. A Manage Course Catalog page with the sub-categories of World History appears. Click Add Category to add the following category: History >World History >>South American History Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 407 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating or Editing a Category > How to Create or Edit a Category Creating or Editing a Category Course Categories are created and edited from the Add Category page or the Edit Category page. Clicking Add on the Manage Catalog page or Edit for an existing category will load the Add/Edit Category page. Categories require a name to be displayed to users and a name unique to the Blackboard Learn database called a Category ID. The Category ID allows for multiple categories with the same name to exist in the database. For example, the sub-category Advanced Courses could appear multiple times in the Catalog under different categories. How to Create or Edit a Category 1. On the Administrator Panel, under Courses, click Course Catalog. 2. At the top of the Top Level Catalog page, click Create Category. The following table describes the available fields. Field Description Create/Edit Category Category Display Name Provide the name of the category as it should be displayed. Category ID [r] Provide an ID name for this category. The Category Mnemonic acts as a unique identifier for categories. Do not use special characters in this field. Special characters include: %,&,#,<>,=,+, as well as spaces. When creating attributes a good rule to follow is only use alphanumeric characters, underscores, dots, and dashes. Once this field is set it should not be edited. Display Category on Top in Catalog View Select this check box to display this category on the first page of the Catalog as viewed by users. Availability Select Everyone or Selected Constituencies. If Selected Constituencies is chosen, use the multi-select box to determine those constituencies that should be able to view the category and associated Courses in the Catalog. Those Organization Constituencies that appear in the right side column, Selected Constituencies, will be able to view the category. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 408 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Course Catalog Options > How to Set the Course Catalog Options Setting the Course Catalog Options Administrators may select the default catalog or supply a link to an external Course catalog from the Gateway Options page. The default catalog groups Courses into folders and lists them along with buttons for users to preview Courses or login if they are enrolled in a Course. An Administrator may incorporate a different catalog via URL. Inserting an outside Course catalog will remove the Blackboard Learn default catalog and users will not be able to preview Courses or access Courses from the default catalog. The Course Catalog appears on the Courses tab. It can also be configured to appear on the Gateway Page. How to Set the Course Catalog Options 1. On the Administrator Panel, under Security, click Gateway Options. 2. Click one of the options to link to the catalog: l Disable the link to the Course Catalog l Enable the link to the Course Catalog l Provide the full URL to direct users to an external catalog Lost Password Functionality Enable or Disable the ability to request a forgotten password. Guest Access Defaults Select Enable or Disable for the following options: l Allow Guest Access to the System l Allow Guest Access to Courses l Allow Guest Access to Departments Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 409 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Course Files > Licenses About Course Files With Course Files, Instructors have access to all of their files from a central location inside their Course. They can manage, organize, and view those files to suit their needs. Note The default size limit for content uploaded though the user interface is 250 MB. When attempting to upload files larger than 250 MB using the interface, users will receive an error. This limit does not apply to Web Folder uploads. To upload larger files, Administrators can upload the files using the command line or they can increase the Tomcat default size setting. For more information about uploading files using the command line, see Batch Import/Export/Archive/Restore Course. To increase the maximum upload limit, modify the parameter located in webapps/blackboard/WEB-INF/config/struts/reportingstruts-config.xml. The file size upload limit is tied to Tomcat, therefore it is not encountered with WebDAV uploads. Because the setting is tied to Tomcat, the services must be restarted for the change to take effect. Licenses The Course Files feature is available to all Blackboard Learn licenses. Default Directory The default directory for Course Files in each Course is /courses/COURSEID. This directory can be changed. Permissions To add Course Files content from a Course package to a destination directory using the Restore, Copy, or Import Course operations, the user performing the operation must have Manage permissions on the Course directory. To include Course Files content in a Course package using the Export, Archive, or Copy operations, the user must have Manage permissions on the Course directory. If the content management capabilities have been licensed, only Read permissions are required to include links to Course Files, while Manage permissions are required to include links and copies of the Course Files content. Because the Restore, Copy, and Import Course operations require that the user performing the operation have Manage permissions on the Course directory, this may result in some, but not all, of the content being included in the package. When package operations are performed by an Administrator with full Manage permissions, all content will be included. For information about user and folder permissions in Course Files, see About Course Files Permissions. To perform batch changes to Course directory permissions using the command line, see Course Files Command Line Tools. Content Included When Creating Course Packages When creating Course packages using the Export, Archive, or Copy operations on systems that do not license the content management capabilities, all Course Files content within the home directory of the Course are included, regardless of whether the Course links to the content. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 410 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Course Files > Content Included When Reusing Course Packages If the content management capabilities have been licensed, users can choose to include only the links to the Course Files content or the links and copies of the content. Links to content outside of the Course home directory will be included in both cases, but copies of that content will not be included. Users can also remove files and folders from the package. Content Included When Reusing Course Packages When reusing Course packages using the Restore, Copy, or Import operations, all Course Files are placed in the Course Files home directory of the new Course. The directory structure and file names of the Course Files content in the original Course will be maintained, and all links in the new Course will point to the content in the Course package. To reuse the Course Files content, users must have Manage permissions on the Course Files home directory. When reusing a package that includes copies of the content, links to files or folders that were included in the package will point to the items in the Course Files directory of the new Course. Links to files or folders that were not included in the package will point to the items in the Course Files directory of the source Course . All Course users are granted Read permissions on all reused Course Files content, and the users with the following constituencies are granted Manage permissions: l Instructors l Course Builders l Teaching Assistants Folder Structure When adding Course Files content to a destination directory using the Restore, Copy, or Import Course operations, all Course Files content is stored in the Course Files directory for the Course. If the Course to which the content is being added currently contains no content and no users, the content will be added directly to the Course Files directory. If the Course contains content or users, the content will be added to a subfolder named using the following format: COURSEID_ImportedContent_DATETIMESTAMP. The content is not be added directly to the Course Files directory folder because a user may have created content in this area and it may cause collisions. The structure of the Course Files directory will reflect the structure of the Course Menu, but the Instructor may make changes to the folder structure at any time after the files are moved. If the content management capabilities have been licensed, the Administrator selects the destination folder in the Content Collection to which the content will be moved. If the destination folder is Course Files directory, the content will be place directly in that folder. If the destination folder is in another location, the content will be placed in a subfolder named using the following format: COURSEID_ImportedContent_DATETIMESTAMP. Note If a file with the same name exists in the folder, the name of the moved file will be incremented. For example, Exercise.doc will become Exercise(1).doc. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 411 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Course Files > Course Quotas Course Quotas When adding Course Files content to a destination directory using the Restore, Copy, or Import Course operations, the system checks whether enough disk space is available for the Course Files content. If not, an error will be returned and the operation will not be performed. The disk quota may be increased or the quota for the individual Course can be overridden, and then the tool may be run again. For more information about Course quota settings, see Setting Course Disk Quotas. For information about setting the maximum size for Course Files content to be included in Course packages during archive, import, and copy, see Setting the Course Files Package Size. Web Folders Web Folders must be made available before they can be used in Course Files. For more information, see Configuring WebDAV for Web Folders. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 412 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Course Files > Managing Course Files Using the Administrator Panel Managing Course Files Administrators manage Course Files using the Administrator Panel and a set of command line tools. Managing Course Files Using the Administrator Panel Using Administrator Panel tools, Administrators may do the following: l Make the Move Files to Course Files tool available on the Course Panel. l Make the Move Files to Course Files tool available to other Course/Department Constituencies by permitting the Course/Department Control Panel (Packages and Utilities) > Move Course Files privilege within the Constituency. l Set the maximum size for Course Files content to be included in Course packages during Archive, Import, and Copy. l Move content for a Course to Course Files when upgrading from a pre-9.1 release of Blackboard Learn. Managing Course Files Using Command Line Tools Using a set of command line tools, Administrators may do the following: l Backup Course Files content for one or more Courses. l Change the default directories for one or more Courses. l Change permissions for individual Course directories. l Change permissions for the /courses directory. l Move content for one or more Courses to Course Files when upgrading from a pre9.1 release of Blackboard Learn. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 413 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting the Course Files Package Size > How to Set a Maximum Size for Course Files Setting the Course Files Package Size Administrators may set the maximum size for Course Files content to be included in Course packages during archive, import, and copy. This setting will be more important if disk quota settings have been enforced for Courses. For more information about Course quota settings, see Setting Course Disk Quotas. If a user exceeds this maximum when creating a package, the user can select a folder, including all of its subfolders and files, to exclude from the package. To view the contents of a folder, click its link to the 360 View. As the user removes folders from the package, the size of the package is recalculated. Note Links to files or folders that were not included in the package will point to the items in the Course Files directory of the source Course. How to Set a Maximum Size for Course Files 1. On the Administrator Panel, under Courses, click Course Settings. 2. Click Course Files Settings. 3. Click Unlimited, or click Limited and set the maximum size for Course Files content to include in Course packages during archive, import and copy. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 414 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Files Command Line Tools > How to Backup Course Files Content for One Course Course Files Command Line Tools Administrators may use the Course Files command line tools to do the following: l l l l l Backup Course Files content for one or more Courses using the backup_course_ files command. Change the default directories for one or more Courses using the updatecourse-directory command. Change permissions for individual Course directories using the update-coursepermission command. Change permissions for the /courses directory using the update-all-coursehd-permission command. Move content for one or more Courses to Course Files using the MoveCourseContent command. How to Backup Course Files Content for One Course The backup_course_files command enables the Administrator to extract the Course Files from a single Course to a selected directory for backup. If the content management capabilities have been licensed, the Administrator may use this command only if the default directory for the Course has not been changed. These Administrators may use the existing orphaned search to locate files associated with deleted Courses. For more information, see Orphaned Content. 1. From a command line, change to the following directory, where BLACKBOARD is the Blackboard Learn installation location: UNIX Syntax: cd %/usr/local/BLACKBOARD/apps/bbcms/bin Windows Syntax : cd C:\BLACKBOARD\apps\bbcms\bin 2. From this directory, type the following command and operations: backup_course_files.{sh, bat} --c COURSEID [--p DIRECTORY] Operation --c Description --p Provide the target directory. Provide the Course ID of a Course. For example: backup_course_files.sh --c Course 001 --p c:/backups How to Change Default Directories The update-course-directory command enables Administrators to change the default directories for one or more Courses. 1. From a command line, change to the following directory, where BLACKBOARD is the Blackboard Learn installation location: UNIX Syntax: cd %/usr/local/BLACKBOARD/apps/bbcms/bin Windows Syntax: cd C:\BLACKBOARD\apps\bbcms\bin 2. From this directory, type the command using the desired operation: Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 415 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Files Command Line Tools > How to Change Permissions for Individual Course Directories l Reset the directory for a single Course: update-course-directory.{sh, bat} --c COURSEID --p COURSEDIRECTORY l Reset the directory for a group of Courses using a data source: update-course-directory.{sh, bat} --d DATASOURCEBUID --p COURSEDIRECTORY l Reset the directories for a group of Courses using a feed file: update-course-directory.{sh, bat} --f FEEDFILENAME Operation Description --c Provide the Course ID of a Course. --d Provide the Data Source Batch UID to obtain the list of Courses. --f Provide the name of the feed file containing a list of each Course ID and its target Course directory. For example: courseId1|/courses/Files courseId2|/organization/Files ... This option allows an administrator to run the operation against a group of courses that they specify in a feed file. This is essentially a two step process: l Create the feed file using the database. l Run the command line against the feed file. The benefit of using a feed file is that the Administrator will have a record of the Courses that the operation was attempted against. --p To move the content to a location other than the default Course directory, provide the target directory. For example: update-course-directory.sh --c Course 001 --p /courses/Files update-course-directory.bat --d DATASOURCEBUID --p \organization\Files update-course-directory.sh --f c:/feedfile.txt How to Change Permissions for Individual Course Directories The update-course-permission command enables Administrators to change permissions for individual Course directories. 1. From a command line, change to the following directory, where BLACKBOARD is the Blackboard Learn installation location: UNIX Syntax: cd %/usr/local/BLACKBOARD/apps/bbcms/bin Windows Syntax: cd C:\BLACKBOARD\apps\bbcms\bin 2. From this directory, type the command using the desired operation: l Change the permissions for a single Course: update-course-permission.{sh, bat} --c COURSEID --r CONSTITUENCY --p PERMISSIONS --o OPERATION l Change the permissions for a group of Courses using a data source: update-course-permission.{sh, bat} --d Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 416 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Files Command Line Tools > How to Change Permissions for the /courses Directory DATASOURCEBUID --r CONSTITUENCY --p PERMISSIONS --o OPERATION l Change the permissions for a group of Courses using a feed file: update-course-permission.{sh, bat} --f FEEDFILENAME Operation Description --c Provide the Course ID of a Course. --d Provide the Data Source Batch UID to obtain the list of Courses. --r Provide the name of the constituency to have its permission changed as defined in the --o and --p operations. --p Provide the permissions to be added, removed, or reset as defined in the --o operation. Valid values: R: read W:write D:remove M:manage Multiple permissions can be defined by combining the values. For example, to change the Read and Write permissions for a constituency, use RW. --o Provide the operation to be performed. add: Adds the permissions defined in the --p operation. remove: Removes the permissions defined in the --p operation. reset: Resets the permissions defined in the --p operation. --f Provide the name of the feed file containing a list of each Course ID, constituency, permission and operation. For example: courseId1|Instructor|RDM|add courseId2|Course Builder|RD|reset... The Feed file option allows for an administrator to specify any group of courses they want to run the operation against inside a file they generate. This is essentially a two step process: a. Create the feed file using the database. b. Run the command line against the feed file. The benefit of using a feed file is that the Administrator will have a record of the Courses that the operation was attempted against. For example: update-course-permission.bat --c Test001 --r Instructor --p RWD -o add update-course-permission.sh --c Test002 --r Course Builder --p RWDM --o reset update-course-permission.bat --c Test003 --r Student --p RW --o remove update-course-permission.sh --d DATASOURCEBUID --r Instructor --p RDM --o reset update-course-permission.sh --f c:/feedfile.txt How to Change Permissions for the /courses Directory The update-all-course-hd-permission command enables Administrators to change permissions for the /courses directory. 1. From a command line, change to the following directory, where BLACKBOARD is the Blackboard Learn installation location: UNIX Syntax: cd %/usr/local/BLACKBOARD/apps/bbcms/bin Windows Syntax: cd C:\BLACKBOARD\apps\bbcms\bin Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 417 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Files Command Line Tools > How to Move Content from One or More Courses 2. From this directory, type the command using the desired operation: update-all-course-hd-permission.{sh, bat} --r CONSTITUENCY --p PERMISSIONS --o OPERATION Operation Description --r Provide the name of the constituency to have its permission changed as defined in the --o and --p operations. --p Provide the permissions to be added, removed, or reset as defined in the --o operation. Valid values: R: read W:write D:remove M:manage Multiple permissions can be defined by combining the values. For example, to change the Read and Write permissions for a constituency, use RW. --o Provide the operation to be performed. add: Adds the permissions defined in the --p operation. remove: Removes the permissions defined in the --p operation. reset: Resets the permissions defined in the --p operation. For example: update-all-course-hd-permission.bat --r Instructor --p RWD --o add update-all-course-hd-permission.sh --r Course Builder --p RWDM --o reset update-all-course-hd-permission.bat --r Student --p RW --o remove How to Move Content from One or More Courses When upgrading from a release of Blackboard Learn prior to 9.1, Administrators can move existing Course content to the Course Files directory to take advantage of its capabilities. The MoveCourseContent command enables the Administrator to perform a batch move of Course content to Course Files. All content moved to Course Files is stored in a subfolder of the /courses/Course ID directory. The subfolder will be named using the following format: Course ID_ImportedContent_DATETIMESTAMP. If the content management capabilities have been licensed, the Administrator can define a single destination folder in the Content Collection to which all of the content will be moved. The subfolder will be named using the following format: Course ID_ImportedContent_ DATETIMESTAMP. 1. From a command line, change to the following directory, where BLACKBOARD is the Blackboard Learn installation location: UNIX Syntax: cd %/usr/local/BLACKBOARD/apps/bbcms/bin Windows Syntax: cd C:\BLACKBOARD\apps\bbcms\bin 2. From this directory, type the command using the desired operation: l Move the files for a single Course: MoveCourseContent.{sh, bat} --c COURSEID [--p COURSEDIRECTORY] l Move the files for a group of Courses using a batch: MoveCourseContent.{sh, bat} --b BATCHUID [--p Course Builder] Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 418 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Course Files Command Line Tools > How to Move Content from One or More Courses l Move the files for a group of Courses using a data source: MoveCourseContent.{sh, bat} --d DATASOURCEBUID [--p Course Builder] l Move the files for a group of Courses using a feed file: MoveCourseContent.{sh, bat} --f FEEDFILENAME [--p Course Builder] Operation Description --c Provide the Course ID of a Course. --b Provide the Batch UID to obtain the list of Courses. --d Provide the Data Source Batch UID to obtain the list of Courses. --f Provide the name of the feed file containing a list of each Course ID or Batch UID and its target Course directory. For example: course_ idcourse_id1course_id2... -or- batch_uidbatch_uid1batch_uid2... The Feed file option allows for an administrator to specify any group of courses they want to run the operation against inside a file they generate. This is essentially a two step process: l Create the feed file using the database. l Run the command line against the feed file. The benefit of using a feed file is that the Administrator will have a record of the Courses that the operation was attempted against. --p To move the content to a location other than the default Course directory, provide the target directory. For example: MoveCourseContent.sh --c Course 001 MoveCourseContent.sh --c Course 002 --p /organization/Course002 MoveCourseContent.bat --b BATCHUID MoveCourseContent.bat --d DATASOURCEBUID MoveCourseContent.sh --f c:/feedfile.txt --p /organization/All Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 419 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Moving Pre-9.1 Files to Course Files > Using the Move Files Tool Moving Pre-9.1 Files to Course Files When upgrading from a pre-9.1 release of Blackboard Learn, Administrators can move existing Course content to the Course Files directory to take advantage of its capabilities. Using the Move Files Tool To move the content for a Course to Course Files, Administrators use the Move Files to Course Files tool on the Administrator Panel. Note To make the Move Files to Course Files tool available to other Course Constituencies by permitting the Course/Department Control Panel (Packages and Utilities) > Move Course Files privilege within the user's Constituency. For more information, see About Course/Department Constituencies. How to Move Content Using the Administrator Panel 1. On the Administrator Panel, under Courses, click Move Files to Course Files. 2. In the Source ID field, click Browse to select a Course where the content resides, and then click Submit. 3. If the content management capabilities have been licensed, in the Destination field, click Browse to select the destination folder in the Content Collection, and then click Submit. 4. On the main page, click Submit. Using the Command Line To perform a batch move of Course content to Course Files, Administrators use the command line. For more information about the command line tools, see Course Files Command Line Tools. Types of Content that are Moved The Move Files to Course Files moves all files that have been attached to Course Content Areas to the Course Files directory. These files were originally added the Course through the File to Attach option available on specific pages in the application or the third row action buttons in the Text Box Editor. The Move Files to Course Files tool moves items attached to the following: l Content folders l Content items l Course Links l Instructions l External links l Learning Modules Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 420 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Moving Pre-9.1 Files to Course Files > Types of Content that are Not Moved Types of Content that are Not Moved The Move Files to Course Files tool will not move items attached to the following: l Self and Peer Assessments l Messages l Tests, Surveys, and Question Pools l Exercises l Course Cartridges l Items added to the Result Exercise page by the Instructor, including comments for a specific user l Student files added to a Course Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 421 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring the Search Settings > How to Access the Search Settings Page Configuring the Search Settings The search index creates an index of all terms in the documents and file names within Course Files or, if you license the content management capabilities, the Content Collection. When a search is performed, the system queries this index to find results. This method enhances system performance in that the search query uses a stored set of data, rather than querying all active data on the system for each search request. Administrators set the time and the duration for the system to rebuild the Search index on the Search Settings page. If a rebuild is not complete within the duration set, the index will begin rebuilding next time from the point it left off. For best results, Administrators should always try to allow the system to completely rebuild the search indexes. Note Full Text Search does not index text from encrypted .pdf documents. How to Access the Search Settings Page How you access the Search Settings page and the name of that page depends on whether you license the content management capabilities. If you do not license the content management capabilities, on the Administrator Panel, under Content Management, click Search Settings. If you license the content management capabilities, on the Administrator Panel, under Content Management, click Technical Settings, and then click Full Text Search Settings. How to Configure the Search Settings 1. If you do not license the content management capabilities, in the Search Available field, select Yes to make the Search tool available to users. This field is not available if you license the content management capabilities. 2. Configure the search settings as appropriate. The following table describes the available fields. Field Description Full Text Settings Hour of Day Select the time for the system to begin rebuilding the Full Text Search indexes. Duration to Recreate Select Until Completion and the system will completely rebuild the search indexes. Select a specific amount of time and the system will rebuild the search indexes for the allotted time. It is recommended that this value is set to a minimum of one hour. The search indexes may not be fully rebuilt when the system stops. Status of Last Recreate Displays the status of the last attempt of the system to rebuild the search indexes. Last Started Displays the time the last rebuild of the search indexes began. Last Finished Displays the time the last rebuild of the search indexes finished. Immediate Update If Yes is selected, the full text index will be updated as files are added or edited. If No is selected, the index will be updated when the Full Text Search index is rebuilt during the next periodic index. Turning this Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 422 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring the Search Settings > How to Configure the Search Settings Field Description option on may impact performance. If the value in this field is changed, Tomcat must be restarted for the new setting to take effect. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 423 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring WebDAV for Web Folders > Managing Web Folders Configuring WebDAV for Web Folders WebDAV is used for sharing files over the Internet regardless of platform (Microsoft® Windows® or Apple® Mac OS®). When put into use with Blackboard Learn, WebDAV is a means for users to access content as if it were in any other network drive or folder on their personal computer. Most operating systems are WebDAV compatible. All you need to connect is the web address of the folder and a valid username and password. Users can Set up a Web Folder in Mac OS X or Windows. For steps to do so, Using Web Folders. Managing Web Folders Administrators can control the availability of Web Folders and configure settings and locking options for files on the Web Folders Setting page. Locks permit users to ‘lock’ an item. When an item is locked it can be viewed by others, but cannot be edited even if the others have Write permission to edit the item. Administrators can set locks on the Tool Settings page. The Web Folders page allows Administrators to set the length of time for locks. Note Web Folders require compatibility with basic or digest authentication schemes. Microsoft.NET Passport, Kerberos, and other distributed authentication mechanisms may be incompatible with direct access to Web Folders. Organizations using one of these authentication types may be able to take advantage of Web folders by first authenticating with Blackboard Learn, and then launching the Web Folder from within the user interface. Using Persistent Cookies Using persistent cookies increases the usability of WebDAV because users are not asked to authenticate multiple times. If persistent cookies are not used, users may have to authenticate multiple times when accessing content in Web Folders. For more information, see Enabling Persistent Cookies. How to Access the Web Folders Settings Page How you access the Web Folders Settings page depends on whether you license the content management capabilities. If you do not license the content management capabilities, on the Administrator Panel, under Content Management, click Web Folder Settings. If you license the content management capabilities, on the Administrator Panel, under Content Management, click Feature and Tool Management, and then click Web Folders. How to Configure WebDAV for Web Folders The following table describes the available field. Make the appropriate changes and click Submit. Field Description Web Folder Availability Web Folders Available Select Yes or No to determine if Web Folders will be available to users. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 424 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Configuring WebDAV for Web Folders > How to Configure WebDAV for Web Folders Field Description WebDAV Lock Options Maximum Lifetime of a Lock Provide in seconds the maximum length of time granted for a lock. The lock expires after the maximum lifetime is reached, which ensures that files do not remain locked indefinitely. Minimum Lifetime of a Lock Provide in seconds the minimum amount of time granted for a lock. Lock Timeout Delay Provide in seconds the length of time for the grace period between the time a lock expires when it times out. During this grace period clients may refresh the lock. This grace period is designed for clients who may not request early enough that a lock be refreshed. For example, clients with inaccurate clocks or clients who do not take into account network latency. The default value is 10 seconds. Unique String for Tokens Provide a unique string to be used for the WebDAV RFC token. Provide a string that will be different from that used by any other WebDAV server. A good unique string would be a GUID or a URL with a domain name owned by the company operating the WebDAV site. The system will base a unique lock token upon this string. WebDAV Compression Options Allow Compression Some WebDAV clients prefer to receive compressed files. Compressing files over WebDAV reduces bandwidth requirements, but increases CPU usage. If your server generally has free CPU resources but your network is constrained, select Yes to turn on WebDAV compression. Minimum Size File to Compress Provide the minimum size of a file to compress. All files smaller than this value will not be compressed, even if compression is requested. Not compressing very small, and often commonly used files, reduces CPU requirements. Maximum Size File to Compress Provide the maximum size of a file that may be compressed. All files larger than this value will not be compressed, even if compression is requested. Compressing very large files is generally very resource intensive. MIME Types Available for Compression Provide the extensions for files that will automatically be compressed if requested by the client. Files with extensions appearing in this field will only be compressed if they are of type "application/octet-stream". Allow Chunk TransferEncoding Chunk transfer encoding allows data to be sent in a series of Chunk transfer encoding allows data to be sent in a series of chunks to reduce the strain on the server strain when sending a large amount of data. Select Yes or No to allow chunk transfer-encoding. If Yes is selected, partial responses will be made when the client supports transfer-encoding. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 425 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Default Administrator Accounts > Administrator Default Administrator Accounts When Blackboard Learn is installed, three User accounts with administrative privileges are created. l Administrator l root_admin l integration Administrator The Administrator account has full Blackboard Learn System Administrator privileges. This account and the root_admin account are the only two accounts that can log in until more users are created. The password for the Administrator account is set during the installation of Blackboard Learn. root_admin The root_admin account has full administrative privileges including the management of virtual installations through the Administrator Panel. When the root_admin account views the Administrator Panel the Manage Virtual Installations link appears at the top of the panel. The root_admin can login to any virtual installation and access the Virtual Installation management features from this link. The password for this account is set during installation. Note The root_admin account is created even if your license does not include the use of any virtual installations. The root_admin account can be modified from the Edit Root Administrator Profile page. integration The integration user is used only to facilitate Snapshot operations. This account cannot be used to login through the GUI nor does it appear in any lists of users on the GUI. To change the password for this account, use the Integration Password feature available on the Administrator Panel. The default password for the integration account is set at installation. For more information about the integration account, see Editing the Integration Password . Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 426 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Users > How to Create a User Creating Users Create user records from the Create User page. Creating a Username and password allows a user to login. How to Create a User 1. On the Administrator Panel, under Users, click Users. 2. Click Create User. The following table describes the available fields. Field Description Personal Information First Name [r] Provide the new user’s first name. This field is required. Middle Name Provide the new user’s middle name. Last Name [r] Provide the new user’s last name. This field is required. Email Provide the new user’s email address. This field is required. Student ID Provide the new user’s Student ID as defined by the Organization. Account Information Username [r] Provide a username for the new user. This field is required. The username may not include the following special characters: % &*#><+=:"/\ Password [r] Provide a password for the user’s account. The password must be at least one character and contain no spaces. The password may not include the following special characters: % &*#><+=:"/\ Verify Password [r] Provide the user’s password again to ensure accuracy. Other Information Gender Provide the new user’s gender. Birthdate Select the new user’s birthday from the drop-down lists. Education Level Provide the new user’s education level. Company Provide the new user’s company name. Job Title Provide the new user’s job title. Department Provide the new user’s department. Street 1 Provide the new user’s address. Street 2 Provide any additional address information. City Provide the new user’s city. State/Province Provide the new user’s state or province. ZIP/Postal Code Provide the new user’s ZIP code or postal code. Country Provide the new user’s country. Web Site Provide the URL of the user’s personal Web site. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Home Phone Provide the home phone number of the user. The phone number will display exactly as typed. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 427 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Users > How to Create a User Field Description Work Phone Provide the work phone number of the user. The phone number will display exactly as typed. Work Fax Provide the fax number of the user. The fax number will display exactly as typed. Mobile Phone Provide the mobile phone of the user. The phone number will display exactly as typed. Organization Constituencies Organization Constituencies Select Organization Constituencies from the list. Organization Constituencies control what the user sees on the portal. If the community engagement capabilities have been licensed, tabs and modules can be constructed and configured to appear to different groups based on Organization Constituency. System Constituencies System Constituencies Select System Constituencies from the list. System Constituencies controls the user’s access to administrative features. The privileges assigned to each constituency can be set by clicking System Constituencies on the Administrator Panel. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 428 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch Creating Users > How to Create Users from a Batch File Batch Creating Users Using a batch file, multiple users can be added to Blackboard Learn quickly and without having individually add each user. For batch file guidelines, see Batch File Guidelines. Note If using a batch file created for a previous version of Blackboard Learn, verify that the fields are in the correct order for the current version. If necessary, reformat the file so that the fields are in the correct order before processing the file. How to Create Users from a Batch File 1. On the Administrator Panel, under Users, click Users. 2. Point to Batch Actions and click Create Users. 3. Provide the location of the batch user file in the File Location field or click Browse. 4. Select the Delimiter Type that the batch file uses. If Automatic is selected, the batch file will be analyzed and the delimiter determined based on the frequency of that character in the file. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 429 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Listing or Editing Users > Search for Users Listing or Editing Users Administrators can view and edit user information from the Users page. User profiles, passwords, and Course Constituencies for specific Courses are edited by selecting the appropriate option in the contextual menu for the User. In addition, the Administrator can send an email to a user by clicking on the user’s email address in the Email column. Search for Users The following search options are available: l User Information: Searches for a string of text that appears in the Username, First Name, Last Name, or Email address. All users matching the criteria are returned. A list of all users will be returned if there is no text in the search field. l Enrolled In: Searches for users based on the number of Courses or Departments in which they participate. l Last Login: Searches for Users based on the last time they logged in. Searches can be performed for users that logged in last before, after, or equal to a date. l System Constituencies: Searches for users based on their assigned System Constituencies. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 430 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting User Properties > How to Set User Properties Setting User Properties Edits to a user’s profile information are made from the User page. The page opens with some fields already populated with user data entered earlier. How to Set User Properties 1. On the Administrator Panel, under Users, click Users. 2. Search for a user. 3. In the contextual menu for the user, click Edit. The following table describes the available fields. Field Description Personal Information First Name [r] Edit the user’s first name. Middle Name Edit the user’s middle name. Last Name [r] Edit the user’s last name. Email Edit the user’s email address. Student ID Edit the user’s Student ID as defined by the Organization. Account Information User Name Display only. Other Information Gender Edit the user’s gender. Birthdate Select the user’s birth date from the lists by clicking on the dropdown arrow or click the calendar icon to select a date. Education Level Edit the user’s education level. Company Edit the user’s company. Job Title Edit the user’s job title. Department Edit the user’s department. Street 1 Edit the user’s address. Street 2 Edit any additional address information. City Edit the user’s city. State/Province Edit the user’s state or province. ZIP/Postal Code Edit the user’s ZIP code or postal code. Country Edit the user’s country. Web Site Edit the URL of the user’s personal Web site. When entering a URL, be sure to enter the URL completely. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Home Phone Edit the home phone number of the user. The phone number will display exactly as entered. Work Phone Edit the work phone number of the user. The phone number will display exactly as entered. Work Fax Edit the fax number of the user. The fax number will display exactly as entered. Mobile Phone Edit the mobile phone of the user. The phone number will display Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 431 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Setting User Properties > How to Set User Properties Field Description exactly as entered. Organization Constituencies Organization Constituency Select Organization Constituencies. Organization Constituencies control what the user sees on the portal. If the community engagement capabilities have been licensed, tabs and modules can be constructed and configured to appear to different groups based on Organization Constituency. System Constituencies System Constituencies Select System Constituencies from the drop-down list. System Constituencies controls the user’s access to administrative features. The privileges assigned to each constituency can be set through the System Constituencies feature on the Administrator Panel. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 432 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Customizing User Information > How to Customize User Information Customizing User Information Through the Customize User Information page data fields for user accounts can be renamed and configured as displayed and editable. The labels of the fields that store data can be changed and the Administrator can select whether or not users can view and edit data for each field. Once changes are made, they will appear within the user interface. For example, if the name of the default Student ID field is changed to ‘Identification’ it will appear as ‘Identification’ everywhere. It is not possible to change the Organization Constituency and System Constituency fields on this page. The only way to change the names of these fields is to use the Language Pack Editor. For more information, see About the Language Pack Editor. Often fields are not editable in Blackboard Learn because the data is owned by another Organizational information system. Administrators can add a URL where users can edit this data that is owned by another information system. When Users access the Edit Personal Information page the link with instructions will appear at the top of the page. In other cases, not allowing users to edit a field can help ensure business rules and workflows. For example, some Organizations may decide to lock the Email field, especially if the Organization assigns email addresses. This ensures that all users have a valid email account that will work with features such as the Send Email communication tool. The Customize User Information page is not available with Blackboard Learn - Basic Edition. How to Customize User Information On the Administrator Panel, under Users, click Customize User Information. The following table describes the available fields. Field Description Add User Information Link Add Link Select this check box to provide a link to another URL for updating data that is not editable within Blackboard Learn. URL Provide the URL to the location where Users can edit profile information. This must be the full URL. For example: http://www.blackboard.com, not www.blackboard.com or blackboard.com Link Title Provide a name for the link that will appear at the top of the Edit Personal Information page. Instructions Provide instructions for using the link that will appear under the link on the Edit Personal Information page. User Information Fields Field Displays the field item. The default label for each item is the name of the item. This field is display only. Display Select this check box to display the field. If the field is displayed it will appear to users. Items that are grayed out may not be edited. Editable Select this check box to allow users to change the information stored in the field. If the field is editable users may change this information from the Personal Information tool. Items that are grayed out may not be edited. Field Display Name Edit the title of the field. This field title will appear throughout the system as entered here. The default label is the name of the item as it appears in the Item column. Revert All to Defaults Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 433 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Customizing User Information > How to Customize User Information Field Description Check here to revert all fields to default titles Select this check box and the Label of all fields will revert to the default. This will not change the Displayed or Editable field settings. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 434 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Viewing Course Enrollments for a User > How to View Course Enrollments for a User Viewing Course Enrollments for a User The Course Enrollment page shows user enrollments. A link appears next to each Course to navigate to the Edit User Properties page for that Course where the user's enrollment status may be changed. Please note that changing a user's enrollment status requires the appropriate privileges for the Course. How to View Course Enrollments for a User 1. On the Administrator Panel, under Users, click Users. 2. Search for a user. 3. In the contextual menu for the user, click Course Enrollments or Department Enrollments. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 435 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Enabling Avatars > Prerequisites and Warnings Enabling Avatars An Avatar is a personal image which can be used to represent the user throughout Blackboard Learn. System Administrators can enable avatars on the system and either allow a user to upload an image of their choice or select an organization approved image to display. Avatars are displayed in My Places, Blogs, Journals, and within Notification Modules including What's New, Needs Attention, To Do, and Alerts. Users have quick access to accessibility options including how to enable the Blackboard Learn interface to display according to operating system settings for high contrast and how to increase the browser font size. From My Places, users can manage notification settings for all Courses and Departments they are enrolled in as well as other personal and privacy settings including updating their name, address and contact information, determining what information is public, who can view it, and who can email them. Prerequisites and Warnings l Avatars can be enabled or disabled by the system administrator at any time, for the entire system. l If enabled, the System Administrator has the option to allow users to upload their own image or select from a system approved image. l User-uploaded images do not go through any approval or moderation process, but they are stored in a specific file system location and the avatar file name contains the user's user ID, so files can be deleted or otherwise managed as needed. l If the System Administrator opts to have users choose a system approved image, the System Administrator needs to upload the set of images to Blackboard Learn and define the location in the settings pages for Avatars. How to Enable Avatars 1. On the Administrator Panel, under Tools and Utilities, click Avatars. 2. Choose from the following options: l No system avatars l Allow user to upload avatar image l Allow user to select system generated avatar 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 436 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Changing a User Password > How to Change a User's Password Changing a User Password Administrators can edit a user password from the Change Password for User page. A change made to the password must be communicated to the user or the user will not be able to login. How to Change a User's Password 1. On the Administrator Panel, under Users, click Users. 2. Search for a user. 3. In the contextual menu for user name, click Change Password. The following table describes the available fields. Field Description Change Password Password [r] Provide a new password for the user. Verify Password [r] Provide the new password again to ensure that there were no errors. 4. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 437 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Personalizing My Places > How to Personalize My Places Personalizing My Places My Places provides users with quick and easy navigation to a variety of places within Blackboard Learn. This feature is accessed by clicking the My Places link at the top of the page and contains a customizable set of links to frequently accessed information and tools. Users can upload an avatar which can be used to represent the user throughout Blackboard Learn. Avatars are displayed in My Places, Blogs, Journals, and within Notifications Modules (including What's New, Needs Attention, To Do, and Alerts). How to Personalize My Places 1. Click the My Places link at the top of the page. 2. Click Personal Information. 3. Click Personalize My Places. How to Upload an Avatar Avatar images should be no larger than 150 pixels by 150 pixels. 1. Select Use custom avatar image. 2. Click Browse for Local File. 3. Select the avatar image file and click Open. 4. Click Submit. How to Select My Places Links 1. Select the check box for any of the following links to be displayed in My Places: a. My Courses: To limit the list to the most recently visited Courses, type a number in the Show only Courses visited since: days field. The default is 30 days. b. My Departments: To limit the list to the most recently visited Departments, type a number in the Show only Departments visited since: days field. The default is 30 days. c. Content Collection: Bookmarks d. Outcomes Places 2. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 438 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Observers > How to Create an Observer Managing Observers Observers are user constituencies that are attached to other users. Observers can view the same content as users but cannot modify or interact with content intended for the observed users. The Observer constituency can be used to let parents of a Student or an academic advisor monitor progress. Each Observer can be assigned multiple users so that parents can observe all of their children on Blackboard Learn or an advisor can view all their advisees on Blackboard Learn. Also, each Student can have more than one Observer. The Instructor for each Course can limit what Observers can see. Observers in Blackboard Learn can be viewed and linked or unlinked from users from the Manage User page. Users must have their System Constituency set to Observer to appear in the list of available Observers. Be aware that Observers are not able to enroll in Courses as Students. How to Create an Observer Create an Observer by creating a user and assigning the user the Primary Organization Constituency and System Constituency of Observer. When these constituencies are set, the User will appear as an Observer when setting Observer Associations. How to Associate Observers with a User Establishing an association between Observers and a user allows the Observers to view the same Courses and content as the Student. Observers cannot interact with Courses or content on behalf of the Student. Follow these steps to associate Observers with a User. 1. On the Administrator Panel, under Users, click Users. 2. Search for a User. 3. In the contextual menu for the User, click Observer Associations. 4. Click Add Observer Association. 5. Provide the Observer Usernames separated by a comma or click Browse to search for Observer Usernames. Additional Observers can be added at any time using the Add function. It is also possible to email Observers from the Observer Associations page. Click on an email address to send an email. To remove an Observer Association, select the Observer Associations to delete and then click Delete in the action bar. This will not delete the Observer. It will delete only the association between the user and the Observer. Observer Gateway The Observer Gateway is a portal module that allows Observers to quickly switch between users they are observing. For example, a parent with more than one child enrolled can use the Observer Gateway to switch from following one child to following the other child. The Observer Gateway is found in the list of modules and can be managed in the same way as other modules. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 439 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing User Account Availability > About User Accounts Managing User Account Availability User accounts can have different states. It is important to understand the function of different states when managing user accounts. About User Accounts User accounts or User Enrollment records that are set to Unavailable are preceded by a red 'x' to the left of the name. The email address of the user may still be clicked to send a message. To make a record available, click Make Available in the Availability drop down menu or by clicking Make Available in the contextual menu for the User. If the community engagement capabilities have been licensed, User accounts and User Enrollment records may also be disabled in the database. Disabled user accounts are preceded by a red ‘x’. Icons to denote a state of unavailable or disabled will appear next to the User Name if applicable to the User account. If applicable to the User Enrollment record, the icon will appear next to the User Constituency. How to Change the Availability of a User Account 1. On the Administrator Panel, under Users, click Users. 2. Search for a set of users. 3. Select the check box for each user and then point to Availability and click Make Available or Make Unavailable. To change the availability for one user, click Make Available or Make Unavailable in the contextual menu for a user. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 440 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Deleting Users from the System > How to Delete Users Deleting Users from the System Delete users from Blackboard Learn on the Users page. Deleted users cannot be restored to Blackboard Learn. To replace a removed user, create a new profile for the user and enroll the user in the appropriate Courses. A deleted user that is recreated will not retain any of the settings or data associated with the old user. How to Delete Users 1. On the Administrator Panel, under Users, click Users. 2. Search for users, and then select the check box for each user to be deleted. 3. Click Delete in the contextual menu for the User, or click Delete at the top or bottom of the list of searched users. Note Deleting users will also remove any Course data associated with the user, including results. If a user is created again, Course data will not reappear. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 441 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch Deleting Users from the System > How to Delete Users from the System Using a Batch File Batch Deleting Users from the System Numbers of users can be deleted from Blackboard Learn through the Batch Delete Users page. Using a batch file, users are quickly deleted from Blackboard Learn. Removed user records cannot be restored, they must be recreated. Note If using a batch file created for a previous version of Blackboard Learn, verify that the fields are in the correct order for the current version. For batch file guidelines, see Batch File Guidelines. How to Delete Users from the System Using a Batch File 1. On the System Administrator Panel, under Users, click Users. 2. Point to Batch Actions and click Delete Users. 3. In the File Location field, type or browse for the location of the batch user file. 4. Select the Delimiter Type to be used on the batch user file. If Automatic is selected, the batch file will be analyzed and the delimiter determined based on the frequency of that character in the file. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 442 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch File Guidelines > About Header Fields Batch File Guidelines Batch files are .delimited files holding large quantities of new Courses. Batch files cannot contain any Course content other than one announcement. Batch files must contain a Course ID and Course Name, and may also contain a Course Description, Button Style, and Initial Announcement, appearing in the following format: "Course ID","Course Name","Course Description","Button_Style", "announcement", "announcement title" Note the following when creating a batch Course file: l Each file must be one of the supported file types: .txt or .csv Note Microsoft Excel versions 2003 and 2007 automatically insert double quotes in every field if the worksheet is saved as a .csv file. l l Each file must be in DOS format. Files in MAC or UNIX format must be converted to DOS. Each field must be enclosed in double quotation marks. For example: "ENG_201" l If quotation marks appear in a field, use an escape character to indicate that the next character does not mark the end of the field. The escape character is a backslash (\). For example: "\"Intro\"" l Each field must be separated with one of the following delimiters: comma, colon, or tab. When selecting AUTO, only one type of delimiter may be used in each batch file. For example: "ENG_201","English Literature" or "ENG_201":"English Literature" l Each record must be on a separate line. For example: "ENG_201”,”English Literature" "ENG_202”,“Transcendentalist Works" l Do not include blank lines between records. The blank line will be processed and return an error. l Blackboard recommends that each batch file not exceed 500 records because of timeout restrictions associated with most browsers. About Header Fields When files are created for batch loading, regardless of Language Pack or computer operating system, the following header fields must be in ASCII (American Standard Code for Information Interchange) characters: l Any Boolean field (Y/N, T/F) l Any ID such as Course ID or Department ID l Username l Email address Header fields may contain any ASCII alphanumerical characters, underscores "_", dots ".", and dashes "-". Headers fields cannot contain the following special characters: % & * # > < + = : " / \ Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 443 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Batch File Guidelines > Illegal Characters All data contained in these fields must also be in ASCII characters and the same rules for acceptable characters apply. Illegal Characters Attributes (for example, Username, password, or Course ID) cannot contain the following special characters: %&*#><+=:"/\ These characters are only safe to use when adding content into a text box, such as adding the description for a Course. When creating attributes a good rule to follow is to use only alphanumeric characters, underscores, dots, and dashes. Do not use spaces. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 444 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Course/Department Constituencies > Course/Department Constituencies With Community Engagement About Course/Department Constituencies Course/Department Constituencies are available for all licenses of Blackboard Learn. Course/Department Constituencies control access to the content and tools within a Course or Department. Each user is assigned a constituency for each Course or Department in which they participate. For example, a User with a constituency of Teaching Assistant in one Course can have a constituency of Student in another Course. Instructors may use these constituencies to delegate some of the responsibility for maintaining the Course. The Course Constituency is set when a User is enrolled. It can also be edited after enrollment from the Control Panel of the Course. Course/Department Constituencies With Community Engagement If the community engagement capabilities have been licensed, Course/Department Constituencies can be made available separately to specific Departments. This allows an organization to treat Courses and the relationship among their enrolled users differently than those in Departments. Standard Constituencies The following standard Course/Department Constituencies ship with Blackboard Learn: l Course Builder l Evaluator l Guest l Instructor l Student l Teaching Assistant Administrators can edit the names, capabilities, and privileges associated with existing Course/Department Constituencies as well as copy most standard Course/Department Constituencies to create custom constituencies. For more information, see Editing Course/Department Constituencies, Managing Course/Department Privileges, and Managing Custom Course/Department Constituencies. Note Blackboard Learn - Basic Edition clients cannot create custom constituencies or grant or revoke privileges. Course Builder The Course Builder constituency has access to most areas of the Course Control Panel. This constituency is appropriate for a research assistant or to an assistant who has limited responsibilities, but should not have access to Student Results. Note If the Course is unavailable to Students, a Course Builder can still access the Course. The Course Builder cannot remove an Instructor from a Course. Course Builders have access to the following areas within the Course Control Panel: Course Information Settings Course Documents Import Course Cartridge Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 445 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Course/Department Constituencies > Evaluator Exercises Import Package External Links Resources Announcements Course Copy Course Calendar Export Course Contacts List / Edit Users Tasks Create User Discussion Boards Batch Create Users for Course Send Email Enroll User Collaboration Remove Users from the Course Manage Course Menu Tests Archive Course Survey Manager Bulk Delete Pool Manager Manage Tools Manage Groups Note All options within the these areas may not be available. Evaluator The Evaluator constituency has limited access to the Course Control Panel. Evaluator would assist the Instructor in the creation, management, delivery, and evaluation of Assessments and Surveys. Evaluator may also assist the Instructor with adding manual entries to the Online Results Center. Note If a Course is unavailable to Students, the Course will appear in the My Courses module and Course list for a user with the constituency of Evaluator, but the Evaluator will not be able to enter the Course until the Course is available. Evaluators have access to the following areas within the Course Control Panel: Announcements Survey Manager Course Calendar Pool Manager Results Center List/Edit Users – may not modify content Results Center Views Tests Tracking Reports Note All options within the these areas may not be available. Guest Users with the constituency of Guest have no access to the Course Control Panel. If Guest access is permitted by the System Administrator, an Instructor can make areas within a Course accessible to unauthenticated users or Guest users. Visitors to Blackboard Learn such as prospective Students, alumni or parents may be given the constituency of Guest. Instructor Instructors have access to all areas in the Course Control Panel. This constituency is generally given to the person developing, teaching or facilitating the class. If a Course is unavailable to Students, Instructors may still access it. Administrators may modify access to the following areas on the User Privileges page: Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 446 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Course/Department Constituencies > Student List / Edit Users Course Copy Create User Bulk Delete Batch Create Users for Course Import Course Cartridge Remove Users from the Course Enroll User Settings Export Course Archive Course Manage Course Menu Student Student is the default Course User Constituency. As user with the constituency of Student has no access to any areas on the Course Control Panel. Teaching Assistant Teaching Assistants have access to nearly everything in the Course Control Panel. If the Course is unavailable to Students, Teaching Assistants may still access the Course. Unlike the Instructor, the Teaching Assistant will not be listed in the Course Catalog listing for the Course. Note Teaching Assistants cannot remove an Instructor from a Course. Administrators may modify access to the following areas on the User Privileges page: List / Edit Users Course Copy Create User Bulk Delete Batch Create Users for Course Import Course Cartridge Remove Users from the Course Enroll User Settings Export Course Archive Course Manage Course Menu Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 447 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Course/Department Constituencies > How to Edit Course/Department Constituencies Editing Course/Department Constituencies Administrators can edit the availability, names, description, and capabilities for all custom Course/Department Constituencies and for the following standard Course/Department Constituencies: l Course Builder l Evaluator l Instructor l Teaching Assistant For Student and Guest constituencies, Administrators can edit only the names and description. For information about editing the privileges associated with each constituency use, see Managing Course/Department Privileges. How to Edit Course/Department Constituencies Note For Student and Guest constituencies, Administrators can edit only the Constituency Name and Description fields. 1. On the Administrator Panel, under Users, click Course/Department Constituencies. 2. In the contextual menu for the appropriate Constituency, click Edit. The following table describes the available fields: Field Description Constituency Properties Available for Course Enrollments Select Yes to make this constituency available during the Course enrollment process. Constituency Name for Courses [r] Edit the name for the constituency when available in a Course. Even if the name of constituency is changed, the privileges for the constituency do not change. Changing the constituency "Instructor" to "Content Manager" will not change what users with that constituency can access. Available for Department Enrollments Available only with community engagement.Select Yes to make this constituency available during the Department enrollment process. Constituency Name for Departments [r] Available only with community engagement.Edit the name for the constituency when available in a Department. Even if the name of constituency is changed, the privileges for the constituency do not change. Changing the constituency "Leader" to "Content Manager" will not change what users with that constituency can access. Constituency ID [r] Displays the identifier for this constituency. This identifier applies to the constituency in both Courses and Departments and cannot be changed. Description Edit the description of the constituency. Constituency Capabilities Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 448 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Editing Course/Department Constituencies > How to Edit Course/Department Constituencies Field Description Treat Users with this Constituency like Instructor (P) Select Yes to provide this user with access to unavailable courses, the Course catalog, and email enrollment requests. Select No to prevent access to unavailable courses, the Course catalog, and email enrollment requests. Grant Users with this Constituency Full Permissions on Course Files Select Yes to grant users with this constituency full permissions on the Course Files for the Course in which the user has this constituency. Select No to provide only the default Read permission on these files. Grant Users with this Constituency Full Permissions on Department Files Available only with community engagement.Select Yes to grant users with this constituency full permissions on the Department Files for the Department in which the user has this constituency. Select No to provide only the default Read permission on these files. 3. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 449 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Course/Department Constituency Privileges > How to Manage Privileges for a Constituency Managing Course/Department Constituency Privileges Administrators can permit or restrict the more than 100 privileges available for all custom Course/Department Constituencies and for the following standard Course/Department Constituencies to best fit the needs of their organizations: l Course Builder l Evaluator l Instructor l Teaching Assistant Administrators cannot change the privileges for the Student or Guest constituencies. Note Blackboard Learn - Basic Edition clients cannot grant or revoke privileges. With these privileges, users can have more granular permissions that align closely with what they are expected to do in Blackboard Learn. This flexibility focuses on separating Course design privileges from teaching privileges. This is particularly important to organizations that have strict expectations about the responsibilities of different types of faculty and staff. For example, some organizations designate a set of users as designers who are responsible for creating Course templates. The Courses are then passed to another set of users whose sole purpose is to teach the Course. This capability enables such organizations to enforce this separation of responsibilities. These privileges may, for example, allow a school to create a Manager constituency that is available only in departments and has fewer privileges than an Instructor in a Course as well as an Assistant constituency that has no privileges to add or delete content in Course. How to Manage Privileges for a Constituency 1. On the Administrator Panel, under Users, click Course/Department Constituencies. 2. In the contextual menu for the appropriate constituency, click Privileges. 3. Select the check boxes for the desired privileges. 4. At the top or bottom of the page, point to Privileges and click Permit Privileges or Restrict Privileges. 5. Click OK to exit the page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 450 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Custom Course/Department Constituencies > Course/Department Constituencies With Community Engagement Managing Custom Course/Department Constituencies Administrators can create custom Course/Department Constituencies based on the standard Course/Department Constituencies that ship with Blackboard Learn. Standard and custom constituencies can be made available to specific Courses and with special privileges.Custom constituencies inherit their parent constituency privileges by default, but these privileges can be changed. Note Blackboard Learn - Basic Edition clients cannot create custom constituencies. The following are the standard constituencies that can be copied to create custom constituencies: l Course Builder l Evaluator l Instructor l Teaching Assistant The Snapshot tool and the Batch and GUI enrollment tools fully support custom constituencies. Course/Department Constituencies With Community Engagement If the community engagement capabilities have been licensed, Course/Department Constituencies can be made available separately to specific Departments. This allows an organization to treat Courses and the relationship among their enrolled users differently than those in Departments. How to Create Custom Course/Department Constituencies Note The properties of any constituency may be edited, but the capabilities of the Student and Guest constituencies cannot be edited. 1. On the Administrator Panel, under Users, click Course/Department Constituencies. 2. In the contextual menu for the appropriate Constituency, click Copy. The following table describes the available fields: Field Description Constituency Properties Available for Course Enrollments Select Yes to make this constituency available during the Course enrollment process. Constituency Name for Courses [r] Provide the name for the constituency when available in a Course. Available for Department Enrollments Available only with community engagement.Select Yes to make this constituency available during the Department enrollment process. Constituency Name for Departments [r] Available only with community engagement.Provide the name for the constituency when available in a Department. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 451 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing Custom Course/Department Constituencies > How to Delete Custom Course/Department Constituencies Field Description Constituency ID [r] Provide an identifier for the custom constituency. This identifier applies to the constituency in both Courses and Departments. Description Provide a description of the constituency. Constituency Capabilities Treat Users with this Constituency like Instructor (P) Select Yes to provide this user with access to unavailable courses, the Course catalog, and email enrollment requests. Select No to prevent access to unavailable courses, the Course catalog, and email enrollment requests. Grant Users with this Constituency Full Permissions on Course Files Select Yes to grant users with this constituency full permissions on the Course Files for the Course in which the user has this constituency. Select No to provide only the default Read permission on these files. Grant Users with this Constituency Full Permissions on Department Files Available only with community engagement.Select Yes to grant users with this constituency full permissions on the Department Files for the Department in which the user has this constituency. Select No to provide only the default Read permission on these files. 3. Click Submit. The Manage Privileges page appears. 4. Select the check boxes for the desired privileges. 5. At the top or bottom of the page, point to Privileges and click Permit Privileges or Restrict Privileges. 6. Click OK to exit the page. This custom constituency is now listed as a Course/Department Constituency and can be edited, copied, or deleted. How to Delete Custom Course/Department Constituencies 1. On the Administrator Panel, under Users, click Course/Department Constituencies. 2. Select the check box next to the appropriate constituency and click Delete, or in the contextual menu for the appropriate custom constituency, click Delete. 3. Click OK to confirm the deletion. Users with the deleted constituency will have their enrollments changed to Student or Participant. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 452 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About System Constituencies > How to Delete Custom Course/Department Constituencies About System Constituencies System Constituencies are available for all licenses of Blackboard Learn. System Constituencies control the administrative privileges assigned to a user. This enables Administrators to share administrative privileges and functions with other users in Blackboard Learn. A set of System Constituencies are available for all licenses of Blackboard Learn, but some System Constituencies are provided only with specific licenses of Blackboard Learn. Each user can be assigned one System Constituency, but most users will have a System Constituency of "None," which indicates that the user has no access to Administrator Panel. If the community engagement capabilities have been licensed, multiple Secondary System Constituencies can be assigned to a user. Multiple System Constituencies grant the user the sum of their privileges. This makes it possible to create System Constituencies based on tasks and layer privileges instead of creating a System Constituency for every possible set of privileges. Custom System Constituencies cannot be created in Blackboard Learn - Basic Edition. Only a user with full System Administrator privileges can assign privileges to a System Constituency. System Constituencies can be assigned in two ways: l Attached to the user account at creation or through the Manage User page. l Assigned to a user with a domain to create a domain administrator. Note Be very careful when assigning System Constituencies with administrative privileges directly to a user account. Privileges granted to a user in this way apply to the entire system. Applying a System Constituency to a user within a domain will allow that user privileges only within the domain. For more information about applying System Constituencies within a domain, see About Domains. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 453 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating a System Constituency > How to Create a System Constituency Creating a System Constituency Custom System Constituencies cannot be created in Blackboard Learn - Basic Edition. How to Create a System Constituency 1. Develop a plan for handling System Constituencies. 2. On the Administrator Panel, under Users, click System Constituencies. 3. Click Create Constituency. 4. Provide a Constituency Name and a Constituency ID. The Constituency Name appears in the user interface and the Constituency ID is a unique identifier for the database. Once set, the Constituency ID cannot be changed. 5. Although optional, it is a good idea to add a Description of the constituency. 6. Click Submit. How to Copy a System Constituency It is also possible to create a new System Constituency by copying an existing System Constituency and changing the Constituency Name and Constituency ID. 1. On the Administrator Panel, under Users, click System Constituencies. 2. In the contextual menu for the System Constituency, click Copy. 3. Provide a Constituency Name and a Constituency ID. 4. Provide a Description. 5. Click Submit. A new System Constituency now appears with the same privileges as the old System Constituency. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 454 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Managing System Constituency Privileges > About Privileges Managing System Constituency Privileges Hundreds of distinct actions can be permitted or restricted for a System Constituency. Because System Constituencies are additive, add only the minimum privileges for each constituency. One of the best methods for modeling System Constituencies is to do so by task. Group like tasks into System Constituencies and then apply the System Constituencies to users. This will make it easy to add and remove access to administrative features as responsibilities change. About Privileges Only a user with full System Administrator privileges can apply privileges to a System Constituency. Privileges are defined in three main areas in the interface: l Administrator Panel: Grants access to functions on the Administrator Panel. l Control Panel: Grants access to functions on the Courses or Departments Control Panel. l Tool Panel: Grants access to functions on the tool panel that appears on module tabs, such as the My Organization Tab. Privileges on the Manage Privileges page are defined by their access point in the interface. For example the privilege to control brands appears as: Administrator Panel (Communities) > Brands and Themes. Some privileges are already grouped on the Manage Privileges page. These have only one check box for all the enclosed privileges. For example, the privileges to add tabs appear as: Administrator Panel Administrator Panel Administrator Panel Administrator Panel (Communities) > (Communities) > (Communities) > (Communities) > Settings > Hot Links Tabs and Modules > Tool Panel Settings Settings > Hot Spots Content How to Change Privileges for a Constituency 1. On the Administrator Panel, under Users, click System Constituencies. 2. In the contextual menu for System Constituency, click Privileges. 3. Select the check boxes for the desired privileges. 4. At the top or bottom of the page, point to Privileges and click Permit Privileges or Restrict Privileges. 5. Click OK to exit the page. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 455 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Assigning System Constituencies to Users > How to Assign a System Constituency to a User Assigning System Constituencies to Users System Constituencies are assigned when a user is created. At creation, a primary System Constituency must be selected. The default value is None. After a user is created, System Constituencies can changed from the User Properties page. Also, System Constituencies can be applied in domains. Applying System Constituencies in a domain limits the user's constituency privileges to data in that particular domain. How to Assign a System Constituency to a User 1. On the Administrator Panel, under Users, click Users. 2. Search for a User. 3. In the contextual menu for the user, click Edit. 4. Scroll down to the System Constituencies heading. The following table describes the available tasks. Task Description Select a Primary System Constituency Click a System Constituency under Available Constituencies and click the right arrow next to the Primary System Constituency field . Select Secondary System Constituencies Available only when the community engagement capabilities have been licensed. Click a System Constituency under Available Constituencies and click the right arrow next to the Secondary System Constituencies field. Multiple constituencies can be selected by pressing the CTRL key. Remove a Secondary System Constituency Available only when the community engagement capabilities have been licensed. Click a System Constituency in the Secondary System Constituencies field. Press the CTRL key to select multiple constituencies. Click the left arrow to remove the constituency. 5. Click Submit. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 456 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Organization Constituencies > Other Constituency Types About Organization Constituencies Organization Constituencies are available only when the community engagement capabilities have been licensed. Organization Constituencies also extend to features and functions in other sets of capabilities. The Virtual hard drive uses Organization Constituencies to determine file access for specific user groups. Organization Constituencies control access to information and services. Access to tabs, modules, and brands can be controlled by assigning a different Organization Constituency to a user. Organization Constituencies make Blackboard Learn a constituency-based system where tool and content availability are defined for distinct groups of one, few, or many users. An Organization Constituency can also be used to grant or deny access to Content Collection files or folders. For example, an Organization Constituency of CY_2008 groups all users that are in the 2008 class year. Content can be created and presented to only this group of users. Each user can be assigned one or more Organization Constituencies, and each user has a Primary Organization Constituency. The default Organization Constituency is "Student." When multiple Organization Constituencies are assigned, they grant the user the sum of their privileges. This means that a user with multiple Organization Constituencies has access to all of the tabs and modules available to any of her Organization Constituencies as well as to Content Collection files shared to her Primary Organization Constituency. A set of Organization Constituencies are available with the community engagement capabilities, but administrators can create custom Organization Constituencies. Other Constituency Types Organization Constituencies are only one kind of constituency associated with users. Users are also associated with one or more System Constituencies, and can be associated with Course and Department Constituencies. For more information, see About System Constituencies and About Course/Department Constituencies. Constituency IDs and Constituency Labels Constituencies are defined by a Constituency ID and a Constituency Label. The Constituency ID is a unique value to identify the constituency. The Constituency ID is used when integrating with other systems using Snapshot or the APIs. The Constituency Label is a more descriptive title for the constituency. The Constituency Label must also be unique. The Constituency Label appears in the user interface. It is used when selecting Organization Constituencies for a user or when applying content and tools to Organization Constituencies. Removable and Non-Removable Organization Constituencies Previous versions of Blackboard Learn included a set of 20 Organization Constituencies. These constituencies still appear as Non-Removable Organization Constituencies. This means that these constituencies cannot be deleted and the Constituency ID for these constituencies cannot be changed, but the Constituency Labels can be changed. Protecting these constituencies and their Constituency IDs ensures that existing Building Blocks, outside code relying on the APIs, and other integrations that rely on these constituencies will Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 457 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Organization Constituencies > Primary Organization Constituency and Secondary Organization Constituencies continue to work. Removable Organization Constituencies are Organization Constituencies created specifically for your organization. Primary Organization Constituency and Secondary Organization Constituencies Each user is assigned a Primary Organization Constituency. The Primary Organization Constituency is required. Some tools in Blackboard Learn can be defined based on the Primary Organization Constituency. Each user can be assigned multiple Secondary Organization Constituencies. Tabs and modules are presented to users based on all of the user's Organization Constituencies. Primary and Secondary Organization Constituencies are distinctions applied to users. Organization Constituencies are not set aside as primary or secondary until they are applied to a user. For example, the Organization Constituency "Student" could be the Primary Constituency for one user and a Secondary Constituency for another user. A user can have the same constituency appear as both the Primary Organization Constituency and as a Secondary Organization Constituency. Note The default Primary Organization Constituency is the constituency with a Constituency ID of "Student". This is a non-removable constituency so the Constituency ID cannot be changed. However, be careful when changing the Constituency Label as this constituency will be the Primary Organization Constituency of any user created without one. Further, if a user's Primary Organization Constituency is removed from the system the user's new Primary Organization Constituency will be Constituency ID = "Student." Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 458 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Planning Organization Constituencies > Design Approach Planning Organization Constituencies Organization Constituencies are available only when the community engagement capabilities have been licensed. Implementing Organization Constituencies requires detailed planning to maximize benefits as well as avoid inconsistencies and overlaps. One of the best places to start is with other systems on the campus that store Student information. Applying the same model for organizing Student information to Organization Constituencies ensures consistency with the organization. Design Approach Using a design approach designs the content first and then decides who should have access. Consider plotting out content such as brands, tabs, modules, and Content Collection content first. Create and apply constituencies that match the design and can incorporate new content and future growth. Define Types Create Organization Constituencies in groupings. For example, use types such as campus, major, and class year to define Organization Constituencies. In this example, a Student's Organization Constituencies may be: Designation: STUDENT (Primary Organization Constituency) Campus: CAMPUS_CENTRAL Major: MAJOR_PHYSICS Class Year: CY_2008 Use a Naming Convention Organization Constituencies are listed in alphabetical order. A naming convention based on the Organization Constituency types ensures that Organization Constituencies are easy to find in Blackboard Learn and are not missed. Consider the Campus type in the example above. If there are three campuses, Central, East, and West, the Organization Constituencies that apply to each campus should appear together in Blackboard Learn. Naming the Organization Constituencies CAMPUS_CENTRAL, CAMPUS_EAST, and CAMPUS_WEST will ensure that the constituencies are easy to locate and applied correctly. Create Users for Testing Create test users based on the Organization Constituencies model. The test Users can be used to quickly preview Blackboard Learn and adjust settings. For example, create a test User to see Blackboard Learn through the viewpoint of a prospective Student. Note It is important to create a test User for anonymous (unauthenticated) users such as Guests. Changes to the Guest Organization Constituency can have serious consequences as, in most cases, this Organization Constituency controls what users who have not logged in can see. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 459 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Planning Organization Constituencies > Example Example The following example illustrates the planned effect of Organization Constituencies on two sample users. User: Jane Smith Constituency Services Campus – East (primary) East Branding General Campus Announcements Dept – East Campus Chemistry Chemistry Department News and Announcements Chemistry Department instructional tools such as simulations and interactive tutors Function – Faculty Administrative resources and forms Portfolio publishing capabilities Status – Active Full-time Professor Special events for full-time faculty Job – Student Advisor Training resources and guidelines for advisors Job – East Campus Science Faculty Science faculty Content Collection of reusable learning objects, videos, and still imagery licensed by the department for teaching 100 MB of virtual hard drive space User: Joe Bell Constituency Services Campus – West (primary) West Branding General Campus Announcements West Traffic Updates Campus – East General Campus Announcements Dept – West Campus Chemistry (none) Function – Faculty Administrative resources and forms Portfolio publishing capabilities Status – Adjunct Guidelines for Adjunct Faculty Job – West Campus Science Faculty 200 MB of virtual hard drive space Job – East Campus Science Faculty Science faculty Content Collection of reusable learning objects, videos, and still imagery licensed by the department for teaching 100 MB of virtual hard drive space Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 460 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Creating Organization Constituencies > How to Create an Organization Constituency Creating Organization Constituencies Organization Constituencies are available only when the community engagement capabilities have been licensed. Make sure that an Organization Constituency matches the design model and naming convention for Organization Constituencies used at your organization. Constituencies that are created can be removed later, but better results will come from detailed planning before creating any Organization Constituencies. How to Create an Organization Constituency 1. Develop a plan for handling Organization Constituencies. For tips, see Planning Organization Constituencies. 2. On the Administrator Panel, under Users, click Organization Constituencies. 3. Click Create Constituency. The following table describes the available fields that define Organization Constituencies. 4. Provide a Constituency Name and a Constituency ID. Field Description Constituency Name [r] Identifies the Organization Constituency within the user interface. This field is required and must be unique. This field has a limit of 50 characters. Constituency ID [r] Identifies the Organization Constituency in the database and to external systems. This field is required and must be unique. Use only alphanumeric characters. Do not use spaces or special characters. This field has a limit of 50 characters. Description Provide usage notes or comments for administrators about the Organization Constituency. Only users with administrative privileges see this description. This field is not required, but it is a good idea to add a description of the constituency. HTML code typed in this field will not be recognized. This field has a limit of 1000 characters. 5. Click Submit. The Organization Constituency can be attached to users and used to define content. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 461 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Assigning Organization Constituencies to Users > How to Assign an Organization Constituency Assigning Organization Constituencies to Users Organization Constituencies are available only when the community engagement capabilities have been licensed. Organization Constituencies can be assigned to users when the user is created or afterward by editing the user. Setting an Organization Constituency requires Administrator privileges. When an Instructor creates a user through a Course Control Panel, the user is created with the default Primary Organization Constituency (Constituency ID="Student"). How to Assign an Organization Constituency 1. On the Administrator Panel, under Users, click Users. 2. Search for a user, and then click Edit in the contextual menu for the User. 3. Provide user data or edit the other fields as needed. 4. Under Organization Constituencies, select the desired constituencies. The following table describes the available tasks. Task Description Select a Primary Organization Constituency Click an Organization Constituency under Available Constituencies and click the right arrow next to the Primary Organization Constituency field. Select Secondary Organization Constituencies Click an Organization Constituency under Available Constituencies and click the right arrow next to the Secondary Organization Constituencies field. Multiple constituencies can be selected by pressing the CTRL key. Select all Organization Constituencies except those highlighted Click the Organization Constituencies under Available Constituencies that should not have access to the content. Click Invert. The highlighted constituencies are no longer highlighted. Those constituencies that were not highlighted are now highlighted. Click the right arrow to move the constituency to Selected Constituencies. Invert works in both Available Constituencies and Selected Constituencies. Remove a Secondary Organization Constituency Click an Organization Constituency under Secondary Organization Constituencies and click the left arrow to remove the constituency. 5. Click Submit. About Removing Organization Constituencies from a User Removing an Organization Constituency from a user prevents that user from accessing content meant for that constituency. The Primary Organization Constituency may be changed, but it cannot be removed from the user interface. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 462 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Assigning Organization Constituencies to Users > About Assigning an Organization Constituency with the Batch Create Users Process About Assigning an Organization Constituency with the Batch Create Users Process The Batch Create Users process adds many users to Blackboard Learn. Each record in the batch file can contain a Primary Organization Constituency. The Primary Organization Constituency is included using a mapped value within the database. For more information, see Batch Creating Users. How to Locate the Value for an Organization Constituency 1. On the Administrator Panel, under Users, click Users. 2. Point to Batch Actions and click Create Users. 3. Click the More Help link in the instructions. 4. Under Restrictions, click the file link to display a page that shows the Constituency ID and the matching Batch Value. 5. Use the Batch Value to set a Primary Organization Constituency for users during a batch process. 6. Continue the Batch Create process by clicking Browse to locate the file to upload. If a Primary Organization Constituency is not provided for a record, the user will be created with the default Primary Organization Constituency of "Student." It is not possible to assign Secondary Organization Constituencies to a user during the Batch Create process. Secondary Organization Constituencies must be assigned to the user after creation. About root_admin Organization Constituencies The root_admin user has access to manage Virtual Installations. The User Properties for the root_admin user are set from the Virtual Installation Administrator Panel. The Organization Constituencies for the root_admin user must be set through the Administrator Panel for each Virtual Installation because Organization Constituencies are not shared across Virtual Installations. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 463 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Assigning Organization Constituencies through Snapshot > Snapshot Files Assigning Organization Constituencies through Snapshot Organization Constituencies are available only when the community engagement capabilities have been licensed. Organization Constituencies can be attached to users through Snapshot and the APIs. For information about using the APIs to assign Organization Constituencies, see the Administrative API specifications on http://www.edugarage.com. Snapshot Files Snapshot User files include the INSTITUTION_ROLE element. This represents the Primary Organization Constituency and is expressed as the Constituency ID. Secondary Organization Constituencies are added through a new Snapshot file type: User Organization Constituency Membership. Each record matches one User to one Organization Constituency. To match a user to multiple Organization Constituencies requires multiple records in the file. The following table describes the fields included in a record in a Snapshot User Organization Constituency Membership file. Element EXTERNAL_ PERSON_ KEY Description ROLE_ID Organization Constituency. Passed as a string. Not null. A unique identifier for a user at the Organization. This ID is provided by the Organization and is not displayed to users. String. Max length 64 Not Null, External Key Commands The following table describes the command line operations that handle User Organization Constituency Membership files. Operation PORTAL_ROLE_MEM_ MANUAL PORTAL_ROLE_MEM_ REMOVE PORTAL_ROLE_MEM_ SNPSHT DISABLE_PORTAL_ ROLE_MEMBERSHIP PURGE_PORTAL_ROLE_ MEMBERSHIP Description Performs a smart update for Organization Constituencies. Removes all Organization Constituencies in the feed file. To process a snapshot feed of Organization Constituencies. To disable all Organization Constituencies for a data source. To purge all Organization Constituencies entities for a data source. Purge only deletes disabled items. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 464 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Applying Organization Constituencies to a Brand, Tab, or Module > Apply Organization Constituencies to a Brand Applying Organization Constituencies to a Brand, Tab, or Module Organization Constituencies control what brands, tabs, and modules that users see. Apply Organization Constituencies to a Brand Brands define the colors and images of the top frame, including the tabs. Access to brands is controlled by host name and Primary Organization Constituency. Host names determine the URL used to access Blackboard Learn. For example, create two additional host names so that Blackboard Learn can be accessed from: http://blackboard.yourorganization.com http://lawschool.yourorganization.com http://medicalschool.yourorganization.com Now, create separate brands for users based on the host name used to access Blackboard Learn. Users will see a different brand depending on the URL. Primary Organization Constituencies can be applied to further customize brands so that a Student using http://lawschool.yourorganization.com will see a different brand than an Instructor or Prospective Student. Apply Organization Constituencies to a Tab or Module Tabs or modules are configured to display to one, many, or all Organization Constituencies. Organization Constituencies are applied to a tab or module from the Tab Properties page or the Module Tabs page. The association between content and Organization Constituencies is defined distinctly for each constituency. For example, if content is made available to the Campus_East and Student Organization Constituencies, the content will be available to all users with an Organization Constituency of Campus_East as well as all users with an Organization Constituency of Student. Use the multi-select box to choose constituencies. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 465 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Deleting an Organization Constituency > How to Delete an Organization Constituency Deleting an Organization Constituency Organization Constituencies are available only when the community engagement capabilities have been licensed. Removing an Organization Constituency also removes the link between users and that Organization Constituency. If the removed constituency is the Primary Organization Constituency for a user, the Primary Organization Constituency for the user will return to the default of "Student"). Any content set to display only to the removed constituency will still exist in Blackboard Learn, but users will not be able to see it until the Organization Constituencies associated with the content are updated. Note Removing an Organization Constituency is permanent. To restore the constituency, recreate it and reassign it to users. To avoid having to recreate and reassign the constituency, consider using Snapshot to disable the Organization Constituency rather than removing the constituency. How to Delete an Organization Constituency 1. On the Administrator Panel, under Users, click Organization Constituencies. 2. Select the constituencies to remove. 3. Click Delete. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 466 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. About Integrating Blackboard Connect with Blackboard Learn > Requirements About Integrating Blackboard Connect with Blackboard Learn Blackboard Connect provides a platform that enables administrators to reach their entire communities in minutes via voice, and text messaging capabilities. The Blackboard Learn integration with Blackboard Connect extends this distribution capability to existing Learn tools for system announcements and event notifications. This document provides the steps and requirements needed to implement the Connect Message Gateway with Blackboard Connect. Information about implementing Blackboard Connect is available separately. Requirements The Connect integration with Learn relies on the use of Learn Web Services and the Proxy Tools infrastructure. The following requirements need to be met before beginning registration. l Must be on Blackboard Learn version 9.1 or later. l Two of the existing Web Services shipped with Blackboard Learn must be available at all times for the integration to work. This means they must be both Available and Discoverable. For additional security it is recommended to turn require SSL for both Services as well. l The two services are Context.ws and NotificationDistributionOperations.ws. The configuration options for each are available from the Administrator Panel under Web Services. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 467 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Before you Begin > Set a Password for the Connect Message Gateway proxy tool Before you Begin Set a Password for the Connect Message Gateway proxy tool From the Administrator Panel under Building Blocks, click Building Blocks. Click Proxy Tools. Click Manage Global Properties. Provide a password in the Proxy Tool Registration Password text box. This can be any password that you like, and it should not be changed. You will need to send this password to Connect to set up the Connect side of the proxy tool. Enable System Notifications Notifications must be enabled to ensure that the correct options will be available after the initial integration setup is complete. From the Administrator Panel, under Tools and Utilities, click Notifications. Select Enabled for Notification Collection. Note It is the responsibility of the Blackboard Administrator, or the individual who is setting up the Connect Integration, to keep SMS and Text-to-Voice messaging inactive until the initial synchronization is complete. These options are available from the General Notifications Settings page. Send a Request to Enable the Proxy Tool to Connect Client Care Provide the following information: l Your title, name, phone number and email address l Organization name l l URLs for the NotificationDistributorOperations.WS and Context.WS web services The proxy tool password Your Connect Client Care representative will initiate the proxy tool request to your organization’s server. Depending on your network configuration, you or someone at your organization may need to adjust firewall settings so that the Connect service can reach your Blackboard server. If you do not already have this information, your representative will also provide your Connect User Account name, Connect Password, and SIS Code. You will need these to set up your Contact Synchronization in a later step. Make the Proxy Tool Available Once the proxy tool request is initiated, you must make the tool available on the Learn side. From the Administrator Panel, under the Building Blocks heading, click Building Blocks. Click Proxy Tools. l The Connect Message Gateway will appear under the Program column. l To change the availability, open the contextual menu and select Edit. l Set the Availability to Yes. Until this is selected, none of the Connect integration features will be enabled. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 468 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Before you Begin > Proxy Tool Details Note Selecting Course/ Org default availability is optional for the initial synchronization and will have no affect on the process because the pieces of Blackboard Learn that integrate with Connect are outside the courses and departments. WARNING! Blackboard recommends that you do not change the Shared Password. Changing it could alter the synchronization process and prevent SMS transmission. Proxy Tool Details Select the SSL Required option. This will ensure secure transactions between Blackboard Learn and Blackboard Connect. Selecting the User Acknowledgement Message is optional and will have no affect on the Connect Integration because Blackboard Learn users do not log on to the Connect side from inside Learn. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 469 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Blackboard Connect Contact Synchronization > Connect Data Synchronization Blackboard Connect Contact Synchronization Once the proxy tool is enabled, you need to make the Connect service aware of the users on your system via a process called Contact Synchronization. Access this page from the Administrator Panel under the Users heading. Before you begin, make sure that the users at your organization know which predefined field to use for their phone number, and what process your Organization uses to update that field, so that you have valid data in this field for your users. The default field sent to Blackboard Connect is set to Mobile Phone. Connect Data Synchronization Provide your Connect User Account name, Connect Password, and SIS Code. This information will be given to you by the Connect Client Care representative. Contact Data Configuration The user data fields are sent to Blackboard Connect as contact data. After the initial contact synchronization changes to the content of these fields for an individual user will trigger an automatic update to Blackboard Connect. Changes in the default field to something else after the initial synchronization will require a full re-synchronization. Note If a Learn user is made unavailable, then the corresponding contact on the Connect side is deleted. When the user is made available again the contact is recreated with all the same credentials with a different internal ID for the Connect contact. The Connect service can store different phone numbers for each contact, so that SMS and Text-to-Voice messages can be sent to the same Learn user but at different numbers. To enable this feature, two different Phone Number Fields need to be set to synchronize with Connect. As a default, both of the phone number fields are set to Mobile Phone. Depending on which fields your organization uses to store phone number data, you will need to change one or both of these values. Synchronize Click Connect Contact Synchronization when you have completed the steps. You will receive an email sent to the email address associated with the Connect user account when the synchronization process is complete. This email will include a list of successes and failures. The synchronization process can be repeated as many times as necessary to receive satisfactory results. System Announcements can optionally be sent via Connect, either as SMS or Text-to-Voice messages, or both after the synchronization is complete; however, to enable Learn users to choose to have Notifications sent to them, you will need to enable these options from the General Notifications Settings page. After the initial synchronization, Blackboard Learn automatically synchronizes with Blackboard Connect every hour. If any changes are made to user data (First Name, Last Name, and the fields specified in SMS and Text-to-Voice Phone Number fields), the information will be updated in the next automatic synchronization. Emails are not sent out for these intermediate synchronizations, only changed user data is sent to Connect. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 470 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Notification Settings > Requirements Notification Settings Access the General Notification Settings page from the Administrator panel under Tools and Utilities. From this page, the System Administrator will be able to define Notification Settings regarding Email, SMS Messages, and Text to Voice Messages. Note Disabled System Availability will turn off notifications completely and no events that occur while notifications are disabled will be recorded. Turning notifications back on will not show any notifications for events that occurred while the setting was disabled. Requirements For the SMS and Text-to-Voice options to be available to end users, the following criteria must be met: l The Connect Proxy Tool must be present and available. l The initial synchronization has occurred. l For notifications, SMS and Text-to-Voice must be turned on in the Notifications Settings page. Blackboard Connect SMS Options SMS Messages will be sent via Blackboard Connect to users who have chosen to receive these notifications. Users must opt in to receive these notifications, even if the system has enabled them. If a notification message contains any character not supported by SMS messaging, the entire message will be sent in English, otherwise it will be sent in the Learn system default language. Users must have a valid, SMS-capable phone number stored in correct field in their personal information to receive notifications via SMS. Blackboard Connect Text-to-Voice Options Notifications can also be read aloud via Blackboard Connect Text-to-Voice. Text-to-Voice Messages will be sent via Blackboard Connect to users who have chosen to receive these notifications. This option is only available when the system default Language Pack is set to English or Spanish. Users must have a valid phone number stored in the correct field in their personal information to receive notifications via Text-to-Voice. Blackboard Connect Telephone Delivery Time Frame Define the time frame in which SMS and Text-to-Voice notification messages can be sent. Notification messages that are generated outside of the delivery time frame will be held until the next time frame begins. These parameters will not affect e-mail or web notifications, or system announcements sent by telephone. Note If you are running your Learn system on Windows, you will need to ensure your time zone is set correctly to ensure correct delivery of your messages. If you are using GMT standards, Blackboard Connect will re-set the time zone as EST. To work around this and send your correct time zone to the Connect server, you will need to open up your time zone location from the Windows Control Panel and select “Automatically adjust clock for daylight savings.” Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 471 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Default Notification Settings > Course Settings Default Notification Settings Course Settings Access this page from the Administrator Panel under the Courses heading. Select Course Settings. Click Default Notification Settings. This page lists all of the settings for Course Notifications. Selecting Default On or Default Off will pre-set a user’s choice with the option for the user to change it. Changing a setting from Default On or Default Off, or vice versa, will not change any users existing personal settings. Changing a setting to Always On or Always Off will change all users’ personal settings regardless of their previous settings. Changing from a Default setting to an Always setting and back to a Default setting will not restore a users previous choice from when the setting was set to Default. Note Always On is never permitted for SMS or Text-to-Voice notifications. The system Administrator cannot force users to receive these message types, users must always opt in. User Settings Users can access their own notification settings by opening My Places from the top of the page and clicking Edit Notification Settings. Notifications settings can be edited for a single course or for multiple courses in bulk. The Change Settings page will list the options available for users to receive notifications. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 472 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Mapping > User Settings Mapping Mapping is initialized with the first synchronization. The refreshing process is on-going. User’s account information is available from the User Information page under Account Information. If a user is not synchronized with Blackboard Connect, there will be a statement detailing why. For example, if the mobile phone number field is left blank, the student will not be synced with Blackboard Connect. The User fields that are sent to Blackboard Connect include: l First Name l Last Name l Mobile Phone Number l Voice Phone Number (if the option to send two different phone numbers is selected in the Contact Synchronization page) Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 473 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending. Disabling the Integration > User Settings Disabling the Integration The Blackboard Administrator can disable the proxy tool in which all settings for Connect will be deactivated. Blackboard Learn Release 9.1 - Administering Blackboard Learn - Page 474 © 2010 Blackboard Inc. Proprietary and Confidential. U.S. Patent No. 6,988,138. Additional Patents Pending.