TITAN CMS - Secure pages & Registration & Login

The steps include, how to secure section, where to set up registration & login rules, which blocks to build and where mail is configured.

Overview

This is an example of how to secure a section of your website.  The steps include, how to secure section, where to set up registration & login rules, which blocks to build and where mail is configured.

Steps

How to secure section of website:

  1. Select the Web Content Management module.
  2. Select pages to secure *You can work with multiple items when setting up security.
  3. Click on Security from edit tab. 
  4. Click on UsersAndGroups to display list available to work with.  *This list combines base (don't change) and manually added groups through Titan Admin.
  5. Select which group and or users who are allowed to view this content. *Don't select Everyone.
  6. Move that group to right.
  7. Save your work.  *When user logs in on your website, this content will be available for user to view.  Place secured content on the site so it's able to be found, for example in the Top Nav so it shows up after login.

 

Where to enter rules for registration & login:

  1. Select the Titan Administration module.
  2. Click on Account Configuration in the left navigation tree.
  3. On right, check or uncheck options for your General Account Options.  *Setting which allows for Registration, processing and login type.
  4. Check or uncheck options for Account Lockout settings.
  5. Check or uncheck options for Password.
  6. Check or uncheck to allow Hint Questions.
  7. Click the Save from the Page Action Bar.
  8. Click the Refresh Site State to retain changes.

Build the Registration block & set as default:

  1. Select Web Content Management module.
  2. Select desired page to build block on.
  3. Click the dropdown for Add New Block.
  4. Select the Registration block, the Registration editor will display.
  5. Configure your Registration block:
    1. Set the Registration/Profile Form Display items:
      1. Login or Email  *This option is configured in Account Configuration in the Titan Administration module.  Email will display if "Login is always email address" is checked.
      2. Create Password will default to selected.
      3. Confirm Password will default to selected.
    2. Set the following fields as Required, Optional or Not Applicable:
      1. Email Address
      2. First Name
      3. Last Name
      4. Street Address
      5. Street Address #2
      6. City
      7. State/Province
      8. Zip
      9. Country
      10. Company Name
      11. Job Title
      12. Department
      13. *Home Phone  
      14. *Work Phone  
      15. *Mobile Phone 
      16. *Fax               
      17. Custom Data 1
      18. Custom Data 2
      19. Custom Data 3
      20. Custom Data 4
      21. Custom Data 5
    3. Click a Tag name if you will be allowing User Preferences.  *Tags & Attributes created in Titan Admin are assigned to content.  Using similar list of Tags & Attributes users will be able to select their preference at registration.  The tags and preferences work with a Filter block which creates a list of content based on a user's preference.
    4. Click Use.  A list of attributes will display.  *Tags & Attributes are added in the Titan Administration module. 
    5. Click the drop down and select a different group if the group to use wasn't the default.
  6. Click OK to retain, or Cancel.
  7. Select where on site page or link will display ie. Bottom Nav or Utility.
  8. Click Save or Publish from the Page Action Bar to retain changes.

*If international country, phone format is more flexible.

*To require Hint questions on the Registration form, check in the Account Configuration found in the Titan Administration module.

  1. Copy this page's URL to place as default in Titan Admin on site globe.
  2. Select Titan Admin.
  3. Select the Site Globe.
  4. On right, scroll to section for Default Registration Page and paste in URL.
  5. Save and refresh.

 

Build the Login block & set as default:

  1. Select the Web Content Management module.
  2. Select desired page to build block on.
  3. Click the dropdown for Add New Block.
  4. Select the Login block, the Login editor will display.
  5. Configure your Login block:
    1. Set the Login Form Display Items:
      1. Login or Email *This option is configured in Account Configuration in the Titan Administration module. Email will display if "Login is always email address" is checked.
      2. Password will default to selected.
      3. Set Forgot Password to Show or Don't Show. *Show allows link to display on the Login screen.
      4. Set Create Account Link to Show or Don't Show. *Show allows link to display on the Login screen.
      5. Set Remember Me Checkbox to Show or Don't Show. *Cookie is set for period of time based on the Account Configuration setting in the Titan Administration module.
    2. Set the Confirmed Login Display Items:
      1. Check Show user-directed message after login. *Text in input field will display to user after they login.
      2. Enter your message in input field.
      3. Click radio button to either Use First Name or Use Login Name.
      4. Check Link to Edit Account/Profile Page to allow user access back to registration detail for logged in user.
  6. Click OK to retain, or Cancel.
  7. Click Save or Publish from the Page Action Bar to retain changes.
  8. Copy this page's URL to place as default in Titan Admin on site globe.
  9. Select Titan Admin.
  10. Select the Site Globe.
  11. On right, scroll to section for Default Login Page and paste in URL.
  12. Save and refresh.

Where Mail details are entered:

  1. Select the Titan Administration module.
  2. Configure In Titan Admin the MailHostName (email from webserver is routed through here).
  3. The value for MailHostName is set during the install to match the Display side URL. In actuality, that default would probably never be the right value.  This value is to specify the path (either an IP Address or a URL) to the server that handles sending email messages from various Forms and Registration submissions from the display-side (not the wkst). The correct value for this setting depends on the environment. For environments that have just a single server, and that server is also responsible for sending emails, then you can simply set the value to example: 123.0.0.1
  4. When adding the new task, the pre-populated Xml config represents all the possible notification emails that could be sent. For the purpose of registration you only need the “New Accounts” one. The config needs other environment-specific values though.
    1. Xsl– This path needs to be changed to point to the correct path based on where the Background Service was installed. If it were a Northwoods person that installed Titan, they’d know. For anyone else, the default path shown is a good place to start, but may not be exactly correct.
    2. MailServer– This is similar to the MailHostName value above. The main reason we use this instead is because it is possible that the Wkst could run on a different server than the display side. They may use the same MailHost, but it isn’t a guarantee.  
    3. FromAddress– This needs to be changed to a valid email address for the mail system being used to send messages. Some mail systems require the From Address to be within their domain.
  5. Save and refresh site.
  6. Configure in Titan Admin the Scheduled Job - Status Emailer job in Titan Admin (see support for additional xml instruction).
  7. Example:

<ConfigArgs>

    <Messages>

        <Message>

            <Type>NewAccounts</Type>

            <Subject>Accounts Needing Approval</Subject>

            <Xsl>C:\Program Files\Titan\BackgroundScheduler\MailerXsls\NewAccounts.xsl</Xsl>

        </Message>

    </Messages>

    <MailServer>yourmailer.server.com</MailServer>

    <FromAddress>cms@yourserver.com</FromAddress>

</ConfigArgs>

  1. Save and refresh site.

How to verify secured section:

  1. Review website before login to make sure secured content is not accessible.
  2. Register a new user on website.
  3. As a user admin or webmaster role, in TitanCMS workstation, approve new user and add them to new "secure" group.
  4. As new user, login on website.
  5. View access to secured content.
Prerequisite Steps
 

Log in to the workstation:

  1. Enter your TitanCMS URL in a browser address bar.
  2. The Titan Login screen will appear.
  3. Enter your User Name in the User Name field.
  4. Enter your Password in the Password field.
  5. Click Log In.  The TitanCMS application should open to the Titan Web Content Management Module.
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