Tips and Features

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CRM: Lead creation from external services

Creating leads in the CRM from external services can be done using a special-purpose page on the intranet. When creating this page, use the bitrix:crm.lead.rest component which is in the CRM/Leads/REST handler. The component has no parameters.

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Corporate security policy and updating the intranet

Large organization often limit access from their local network to the internet, and sometimes access to the local network from the outside is completely blocked. In this case, the question arises: how can one run updates to the intranet without violating security policy?

The main thing is to protect user data. When access to the internet is required to perform updates, a potentially unsafe scenario is presented.

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Web Clusters in Bitrix + Virtual Appliance 3.0 with web cluster support

Back in Version 10.0 of the product, the Web Cluster module was introduced, which allowed a single site to be installed over several servers.  In Version 11.0,  that functionality has been expanded considerably. Today I want to focus on this module and its capabilities, as well as the tasks which can be accomplished by using it.

The Web Cluster module is included in the Premium and Ultimate Editions of Bitrix Site Manager and in the BizPace Enterprise of Bitrix Intranet.

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Bitrix Calendar: Practical aspects

In this post I’ll talk a bit about the new event calendar interface which is now available in the update system.

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Bitrix Calendar: End of the world postponed

Calendar functionality in the Bitrix Intranet is now contained in a separate calendar module, released Feb 14, 2012.  We’ll take a look at the installation process and converting calendar events from the Intranet module, where these functions used to be kept.

The calendar functionality of the Intranet module will no longer be maintained, so we recommend installing and migrating to the new module.

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Bitrix 11.0: Expansion of Business Processes

Major development in the Business Processes module has been undertaken in Version 11.0, especially concerning integration with other modules. The visual template editor has been improved significantly
  • The visual template editor has been improved significantly
  • New actions have been added:  Condition TRUE and Task
  • New business process templates have also been added

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Bitrix 11.0: Event Log

In Version 11 of the product, the number of events which are recorded in the Event Log has been expanded.

The Event Log is for the most part a tool for monitoring events which have occurred in the site or in the intranet.  As a rule, it is for use by top administration or the portal’s main technical administrator.

At present, events connected with users (authorization, registration, password changes, etc. ), with access privileges, files and folders, infoblocks, document libraries, forums, attack attempts and events where the user activity limit setting has been exceeded are recorded.

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Bitrix Intranet 11.0: Have an idea? Share it!

A new service, Idea Management, is included in the most recent version of the product.  Any employee can express a new thought about the operations of the company, and all users can vote on it and comment.

How to work with ideas

The idea section itself is something like a collective blog where each post is a new idea.  Voting and comments on each idea can continue indefinitely, and management can easily see what is popular or what is believed to be an improvement for the company’s operation.

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Bitrix 11.0: Ratings, the Like button, and social search

Version 11.0 continues development of the ratings system, which helps determine what content draws the attention of users, what content is relevant, and which influences the results of the social search.

Social network users, including corporate intranet users, need to know whether the content which they post is being read. Even if a viewer doesn’t want to make a full comment, there is now the option to Like content, thereby drawing attention to the content and its usefulness.  Such feedback encourages continued contributing of content by users.

In Bitrix Intranet 11.0, any user has the opportunity to like blog or forum posts, comments on them, documents, photographs, any comment in the Activity Stream, wiki article, and even comments in tasks. Bitrix Site Manager is similar, except for tasks and documents, which are not present in the product.

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Bitrix Intranet 11.0: Work Time Management and Work Reports

Version 11.0 has updated working time reporting functionality which I introduced to you already. There is nothing fundamentally different now: employees sign into the portal, create a plan for the day and a report of work done at the end of the day before signing out. These daily reports can be reviewed and total hours can be determined by the employee and his or her supervisor.

Now let’s look at what has been added:
  • daily reports can be mandatory with a setting in the template
  • expanded daily report form
  • summary report to supervisor for a chosen time period
  • work report slider
  • flexible hours

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Bitrix 11.0: New mechanism for assigning access rights

The expanded regime for access rights allows permission to be assigned to objects based on 4 categories: user groups, individual users, social groups (workgroups in Bitrix Intranet), and the company structure (intranet only).

Objects to which access may be granted in this way  include: elements and sections of infoblocks, files and folders in the site structure, elements and statuses in the CRM, records and sections in lists, and documents and folders in document libraries.

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Bitrix 11.0: Description of new features which haven’t yet been mentioned

In the coming posts, I’ll be continuing to introduce you to the new features of Version 11.  There will be posts about the new access system, work report, change history, and desktops in the back end. If there is a particular topic that you’d like to see covered, please mention that in the comments below.

This post covers several new features in Version 11.0 which don’t require a full entry unto themselves.

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Bitrix Intranet: How the CRM works – from Leads to Deals. Part 2

In this post we’ll look at the new functionality included in Version 11.0.

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Bitrix Intranet: How the CRM works – from Leads to Deals. Part 1

Version 10.0 of Bitrix Intranet included the product’s CRM module for the first time. However, there has not been a blog post about this feature yet. I will use this opportunity to fill in that gap and in Part 2 I will cover the improvements made in Version 11.0: email integration, business processes, tasks, search and the expanded system for assigning access rights.

What is a CRM?


A CRM (Customer Relationship Management System) is a system designed to increase sales, make marketing more efficient, and improve customer service by optimizing, organizing, and analyzing interaction with clients.

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Bitrix Intranet 11.0: Report Wizard

The Report Wizard is a basic tool by which users can construct reports based on various objects and then launch them at any time.  Reports change in real time as the data from which they are drawn is updated.

The first objects which have been included under the functionality of the Report Wizard are projects and tasks.  A universal report constructor allows evaluation of effectiveness, workload, and time spent on projects and tasks.  In the future, this report constructor will cover other modules such as the CRM, the e-commerce module, infoblocks, and more, thus becoming the fundamental analysis tool for data stored in the intranet.

From the developer’s point of view, this means nothing more than a new feature, the beginnings of an ORM (object-relational mapping) in the Bitrix system.

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Tasks in Bitrix Intranet 11.0: easy to assign, easy to complete

In the Version 11 of Bitrix Intranet, we have continued to develop the Task module released in version 10. Several tools and interface features have improved usability.

The most important of these is that time spent on tasks can be logged by any task participant. All projects can be measured in this way, thanks to integration between tasks and time management.

The Gantt diagrams in Version 11.0 are an excellent instrument for planning tasks and managing projects in the intranet.  The diagram gives a concise view of all tasks and subtasks involved in a project group (workgroup) with convenient viewing and editing of individual tasks.  Editing features include delegation of tasks, logging time spent as previously mentioned, copying tasks, and settings reminders.  Additional tools in tasks include task templates, filtering, quick-launch of tasks, history, and much more.

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BSM v11.0: Support for Schema.org microformats

Version 11.0 has support for Schema.org microformats in the  Online Store site solution.

Schemas are standard semantic data markups which allows Google, Bing and Yahoo! search engines to better categorize data.  Schema.org contains a listing of schemas which are supported by these search engines as of Summer 2011. In essence, these are tags (HTML microdata) which describe the character and properties of data on web pages.

Unlike people, search engines have a limited ability to discern the type of content or data being presented on a web page. The information presented by schema describes data in a way that search engines can quickly grasp. They act as signposts, telling search engines things like “this is a sports events item”.
With such tags in place, a search engine has much more ability to present information relevant to a user’s search requirements.

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BSM v11.0: Autosaving

General

Content editors no longer need to worry about losing data entered into content input forms.  Much like ‘recovering’ an office document after an unexpected shut down or crash, the Bitrix system will now offer to restore data previously entered in a form if it was previously closed without saving.  Autosave ensures that data in content forms is saved as work is in progress.

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BSM v11.0: Short URLs

Version 11 has a mechanism for creating short URLs and re-directing them.  Now you can create a short link to a page using a memorable word or phrase and use it for direct access to a particular page on your site.

Short URL – is a function that allows you to change the appearance of an address of any page in your domain.  So, a link that looks like this: 
http://www.your_site.com/support/training/course/index.php?COURSE_ID=20&CHAPTER_ID=669 can be changed to something much simpler, like http:// www.your_site.com/Amber.

Short URLs don’t change the real address of the given page.  Technically, this is simply a re-direct inside the system. 

This feature is included in the Kernel Module of the product and is available in all editions of Bitrix Site Manager and Bitrix Intranet.

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BSM v11.0: Confidence in quality

For the majority of web developers and clients alike, a key question which rises during the creation and launch of a new site is the quality of the implementation. That is, does the functioning of the site work with or against the CMS on which it is built?

Sometimes suboptimal development methods do not appear immediately, but show up after days, weeks or even months after site launch.  It is at these times, when the site owner believes that all is well and is not expecting any difficulties, that the damage from an improper method used during development can be most damaging. 

The results are indeed pervasive and unfortunate: the developer is unsatisfied with the platform and the client is unsatisfied with the developer. Trust breaks down.  Time and energy are spent on both finding the cause of the problem and rebuilding the relationships.

The Project Quality Control tool in BSM is designed to avoid such situations.

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BSM v11.0: Secure Authorization

Passwords for most sites are sent in open text form, unless the site has SSL engaged. Many sites do not use SSL for administrative reasons, leaving passwords vulnerable.  In Version 11.0, we have solved part of this problem by imbedding an encryption code for Secure Authorization.

This function encrypts passwords entered into the authorization form of websites, preventing password stealing (stops sniffing); however, it is not a replacement of SSL.

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BSM v11.0: Keeping hours straight

As you probably know, Version 11.0 of the product introduces support for time zones.  Let’s take a look at what this entails and how to use the time zone feature.  I will discuss both user-side issues and back-end settings for developers.

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Bitrix on Windows: Achieving the best performance

While Linux is considered by some specialists as better operational system for web hosting (your site will work faster on the same hardware if you use Linux), many of our clients use Windows as their operational system and therefore they prefer to install Bitrix Intranet Portal or Bitrix Site Manager on the system, which they know better - Windows. However, after the installation they often notice that the performance of their sites is slow and they wonder: what can be done to improve the situation?

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BSM v11.0: The forecast is cloudy with a 100% chance of availability

The new version of Bitrix Site Manager includes the Cloud Storages module in all editions, which allows storage of website data, particularly multimedia content, in the cloud.  Instead of taking up space on your server, huge amounts of data can be seamlessly accessed through the site from the cloud, without the user even being aware of the difference.

Cloud services which are supported include Google Storage, Amazon S3, Rackspace, and OpenStack, along with CDN (Content Delivery Network or Content Distribution Network), giving site owners maximum flexibility. All editions of the Bitrix Site Manager support all of these cloud storage services.

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New interface for managing product pricing options (SKUs)

In the latest updates to the Information Blocks module, there is a new interface for working with commercial offers in both the front and back ends of the product.  The situation being address is when an item’s price various according to certain factors.  For example, a size M tee shirt may cost $18, while one that is the exact same, only size XL, may cost $21.

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5 simple steps for organizing training on your site or intranet

Using the e-Learning module, education and skill development of users or employees can be carried out with monitoring and testing.

Module capabilities:
  • management of all training processes from the front end
  • search of training course content with respect to access rights
  • access rights to create or modify courses
  • adding lesson content directly from files
  • self-service checking and testing
  • audio and video content in courses and test questions
  • admission to subsequent courses after successful completion of previous ones
  • import of SCORM formatted courses
  • grade book with test results and attempts
  • automatic test scoring

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Localization Technology

Sometimes during developing, it’s necessary to change some words or phrases in the system components or modules.

The main aim of this technology is to allow the developer to modify language phrases after connecting with the language file. 
A list of changes is kept in the file:
Quote
/bitrix/php_interface/user_lang/<language_code>/lang.php

In this file, elements of the array $MESS should be defined in the following form:

Quote
$MESS['language file']['code of the phrase'] = 'new phrase'

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What's Happening: using microblogs and the live feed

The live feed is a listing of updates in the intranet that occupies its own page. It follows the new activities in news, comments, file uploads, system events, etc.

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Evaluate your company's efficiency with Bitrix Intranet

In the previous post, I showed you the new Tasks module in the portal.  Aside from that, this feature lets employees and management make convenient daily plans, and now we’ll see how you can get summary information about the effectiveness of work of the company, each department, and every employee.

Today’s topic, the Efficiency Report, adds transparency by providing a tool to evaluate the effectiveness of the work of the company at all levels.  This effectiveness is determined by using the number of completed and overdue tasks of employees, as well as the evaluation of those tasks by their superiors.

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What is new in tasks

In the latest version of the product, there were some major changes.  It might be that the greatest of the revolutions occurred in Tasks, if we measure according to the difference from the previous version.  Now we have Tasks 2.0 – a system of task management that has project management features built in with efficiency reporting for each employee, department, and for the whole company. 

Note that there is an informative video which you can find here.

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A few tips about Dashboards

Do you know that…

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Should we talk about lists? Part 3.

The previous posts in this series are available here:
  1. Description of the module and its capabilities; creating lists;
  2. Supporting business processes in lists;
Part 3:

Synchronization of lists with SharePoint

Lists can be integrated with analogous lists in MS SharePoint.

Note that if a list was originally created in the intranet, and later the need to integrate it into SharePoint arises, then a list with fields must be created in SharePoint.  In this case, only the records are synchronized, not the list settings.

If you need to import a SharePoint list into the product, then you simply create a list.  Fields in the list will be created automatically after corresponding fields are set in Step 3 below (the ‘new field’ option is used). 

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Should we talk about lists? Part 2.

So, in the last post I wrote about the Common Lists module, and how to create a list.  We already have a ready list in the work group where expenses are going to be entered and payment will be processed.  Now we’re going to build a business process for approval, processing and payment of expense requests.  When an expense item is added to the list, the manager of the workgroup will accept or refuse it, and payment will be processed by the accounting department.

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Should we talk about lists? Part 1.

I’d like to discuss a useful but little understood tool – the Common Lists module.  First I’d like to mention that since there is a fair amount of information, there will be 3 posts about this function.  Here is how the breakdown will look.
  1. Description of the module and its capabilities; creating lists;
  2. Supporting business processes in lists;
  3. Synchronizing lists with SharePoint.
We will study this module using an example list that contains expense orders with confirmation from management and processing by accounting.

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Instant Messaging + XMPP

The function which I’d like to talk about today is not at all new – it was in the original intranet, Version 7.2.  However, with the product constantly developing, everything in it does change and improve.  So it might be that even you, my readers, have forgotten or not noticed something.  So here is today’s topic:  Instant messaging.

Instant messaging is part of the social networking module which means that it is included in both Bitrix Site Manager and Bitrix Intranet (but not in all editions).

Conversations among employees are managed directly through the intranet in a secure environment, saving both time and money and providing maximum effectiveness.  As a tool, the message system supplements email and telephone communication very conveniently.

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Do you know everything about Web Forms?

Today I’m not going to talk about a new feature, but rather we’re going to review a module that has been in Bitrix’ CMS for a long time – Web Forms.  The need to create web forms comes up rather often – they serve as a vital mechanism of interaction between site users and site owners, acting as questionnaires, support requests, contact forms, order forms, registration for seminars or other events, resumé submissions and more.

Let’s take as an example the creation of a form for ordering transportation for shipments of goods by a logistics company. 

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Smarter storage for your documents

Document management is one of the top driving factors for the implementation of an intranet in many companies.  We are very pleased to present the significantly updated functionality of Document Libraries in Bitrix Intranet version 10.0.

Note that there is an informative video which you can find here.

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Connector to Microsoft Exchange Server 2007/2010

The connector to MS Exchange  Server 2007/2010 performs two-way integration of calendars and tasks and upload of contacts.

The system administrator needs to configure the connection to Microsoft Exchange in the DAV module just once:

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BizPace Enterprise: Build and manage multiple department intranets

Multi Department Intranet – this feature allows separate versions of the corporate portal to be launched for each division or department.  This functionality is particularly useful for companies with multiple office and branch locations which need to have a large degree of autonomy.  In essence, each branch has its own intranet that can have a separate structure and design.  Simultaneously, integration among the departments and with the main office is maintained

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Bitrix Intranet Integrates With Google Calendars

Google Calendars can now be shared with the intranet as well as accessed and modified via mobile devices with data synchronization.

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Bitrix Intranet Integrates With Apple Products

Integration with Apple products includes calendaring with devices like the iPad and iPhone with two-way data exchange and importing of contacts from the intranet.

The support of CalDAV and CardDAV is one of the most important pillars of Bitrix Intranet's move to mobile. This is not just a two-way data exchange between the intranet and iPad or iPhones, it is true two-way sync that lets the mobile device and the intranet 'negotiate' between each other to make the changes to the calendars present in one device visible in the other.
 

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New level of efficiency with Bitrix’s Time&Task Management

Discipline among the team is an ongoing struggle for any manager. There are many different ways to solve the clock-in and clock-out issue and the monitoring of assignments, but now there is no need to acquire and integrate a separate system. The Bitrix Work Time Interface not only provides needed information for management, but gives users an integrated and convenient tool for daily activities.

This interface provides a constant guide for discipline without the friction that can be created by unstructured daily reminders and reviews. Standard start and end times for the work day can be set, as well as allowed lateness or early departure and minimum length of a working day.

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Stylish Blogs, sir?

After you have installed the v10.0.0 updates for the Site Explorer and Blogs modules, a new visual editor with BBCode support is available in Blogs.

What we can do now:
  • (1) visual editing of blog posts and comments
  • (2) automatic (or manual) expansion of the writing area up to 80% of the screen height
  • (3) all editing features are available in both the visual editing and the BBCode modes
  • (4) hotkeys handling (Ctrl+B, Ctrl+I, Ctrl+U, Ctrl+Q, Tab)
  • (5) new dialog boxes for video and image insertion
  • blog post images can now be resized when displayed (scale size is defined in the component settings)
  • (6) table insertion
  • (7) a new interface for insertion of numbered and bullet lists
  • (8 ) blog posts can now use a symbolic code rather than the SEF ID (enabled in the component parameters)
  • video can be embedded in comments (enabled in the component parameters)
  • page for administration of comments added to the Control Panel
  • support of all major browsers
  • good-looking and convenient smile:)

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Authorization Using External Services

With the release of the new distribution, we present a new module that integrates with popular social networks. The "Social Network Integration" module provides the option for authentication through accounts in popular websites and online services like Facebook.

External authorization greatly simplifies registration for users. There is no need to invent and remember a new login/password, an existing one from one of the user’s favorite web services can be used.

The module is available for owners of all product editions through the Update System.

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The curtain opens on InfoPortal

The InfoPortal is the latest in Bitrix’ series of ready site solutions built on the foundation of Bitrix Site Manager. It contains a well-developed template for supporting an information portal with various types of news feeds, headlines, announcements, blogs, forums, photo galleries, surveys, banners and other elements needed necessary for municipalities or local media outlets.

The main purpose of this solution is to create an information resource quickly and easily and give visitors the opportunity to discuss and express their opinion using a variety of services.

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Low performance rating on good hardware?

We often hear this question: We have our own server (or two), a multiple-core CPU, and lots of memory – why is the Bitrix Performance Monitor showing a performance rating not higher than that of Bitrix Virtual Appliance?

Let's investigate this problem.

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