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(Created page with "===基本設定=== 用戶的個人資料擁有兩項偏好設定: * LimeSurvey GUI 圖形用戶界面的使用語言 * 選擇執行整合式 HTML 編輯器的工作模式 ==...")
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===基本設定===
===基本設定===


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當然, 如果您安裝 LimeSurvey 時進行了設定就意味你已經向網站伺服器進行了安全核實的程序, 此時你就毋須再透過登入頁面進行語言顯示的選擇. 你亦可以隨時在 '資訊'頁面更改偏好設定來更改使用的語言,與此同時,在個人資料亦會自動儲存最新的偏好設定的資料.
當然, 如果您安裝 LimeSurvey 時進行了設定就意味你已經向網站伺服器進行了安全核實的程序, 此時你就毋須再透過登入頁面進行語言顯示的選擇. 你亦可以隨時在 '資訊'頁面更改偏好設定來更改使用的語言,與此同時,在個人資料亦會自動儲存最新的偏好設定的資料.
</div>
You have just finished installing LimeSurvey or you are a new (administrative) user given access to create, edit or view a survey or its results. The first thing to be done is to '''log in''' to the '''administrative panel''' of LimeSurvey. 
Visit the URL used for your survey installation or the one provided by your administrator to access the survey.


So you finished installing LimeSurvey or you are a new (administrative) user given access to create, edit or view a survey or its results.  Your first role is to '''login''' to the '''administrative interface''' to LimeSurvey.  Visit the URL used to install your survey or that provided by your administrator to access the survey.
{{Hint|Text=If you use [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], you can find the administration URL in the '''Installations''' dialog, which is located in the ''Profile Menu'' of your [https://www.limesurvey.org/your-account/your-limesurvey-profile LimeSurvey user account].}}


<div class="simplebox">'''Note''': If your surveys are located at the URL '''http://mysurvey.com/surveys/''', then an administrative user can access the login screen by adding '''admin/''' to the URL to thus form '''http://mysurvey.com/surveys/admin/'''.  If all you have is the URL to take the survey, say '''http://mysurvey.com/survey/index.php?sid=27352''', then strip off the back end and add the '''admin/''' trailer.</div>


<div class="simplebox"><center>'''Change your password'''
<center>[[File:LimeSurvey Pro - your installation settings.png]]</center>
To change your password, you had to click on the key [[File:security.png]]. <br/>
Here you can [[Manage users]].
You can change your password, your email and your name here.</center>


=About user preferences=


To change your user preferences click on your username which is shown in the LimeSurvey main toolbar.
<div class="simplebox">'''Note''': If your survey URL looks like '''http://example.com/surveys/''', then an administrative user can access the login screen by adding '''admin/''' to the URL to this form '''http://example.com/surveys/admin/'''. If all you have is the URL to take the survey, say '''http://example.com/survey/index.php?sid=27352''', then remove ''/index.php?...'' and add the '''admin/''' trailer.</div>


<center>[[File:userprofile.png]]</center>
In order to log in to your LimeSurvey installation, you will have to provide your user credentials:


A LimeSurvey administration user has several preferences associated with their profile:
* the language of the LimeSurvey administrative interface
* the inclusion of an integrated HTML editor
* the default dateformat used in the administration interface


<center>[[File:limesurvey-personal-settings.png]]</center>
<center>[[File:LoginPage.png|0.75px]]</center>


==The administrative language preference==


You can select the administrative language preference during login by using the dropdown list as shown below. After a successful login, the LimeSurvey interface will change to the chosen language.  The system will record this preference setting in your profile and make it the default for your next login.
{{Box|If you use [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], the credentials are those used by you when you created your [https://www.limesurvey.org LimeSurvey account].}}


[[File:login language.png]]
==Change your password==
In order to change your password, you can use the 'Forgot your password?' button located on the LimeSurvey administration authentication page.  


Some LimeSurvey setups hide or skip the login page to enable common authentication inside other applications.  In this case, you won't have access to select the language. No worry since you can change your preference in the '''User Prerence''' once logged in as well.  Select your preferred language there to not only change the language of the current LimeSurvey session but also to record your preference setting in your profile for the future.


<div class="simplebox">'''Hint''': Recognize the location of this selection from the screen capture above in case the default system language is incomprehensible to you.</div>
<center>[[File:Forgotpassword.png]]</center>


==The HTML editor mode==


There is an '''HTML editor''' integrated into LimeSurvey. This tool will help you develop rich formatting for your surveys, groups, questions, and answer text; for tables, images, and so on.  But as this editor takes extra space on the screen and resources on the computer, it is not always desirable to use.  So you can choose between whether the '''HTML editor''' appears in-line in the browser window or whether a normal text editor is always used.
After you have typed in the requested information, click on the "Check data" button. If the data is correct, you will receive an email with the necessary steps that need to be followed in order to reset your password.


<div class="simplebox">'''Hint''': You can always get to the '''HTML editor''' by clicking on the icon on the right of the normal text editor window as shown for the '''Popup''' option below.</div>
Another option to change your password is to do it from within your profile. For that, you have to click on your user name located in the upper right part of the screen (on the main LimeSurvey toolbar) and select the ''Your Profile'' tab.


'''You can choose between two settings for the editor''':
Click on the '''Change password''' buttonː


==='''1.) Inline''': The '''HTML editor''' is always used in-line on the page.===


[[File:InlineMode1.PNG]]
<center>[[File:Profilechangepassword.png]]</center>


<div class="simplebox">'''Note''': If you want the toolbar to show up enlarged on startup you have to change some FCKeditor settings:
#navigate to "/admin/scripts/fckeditor.xxx/"
#open the file "limesurvey-config.js" with a text editor
#search for "FCKConfig.ToolbarStartExpanded" and set it to "true"


In some cases you have to clean your browser cache to see the changes. For more information have a look at the [http://docs.fckeditor.net/FCKeditor_2.x/Developers_Guide/Configuration/Configuration_Options FCKeditor Docs - Configuration Options]</div>
Type the current password, and the newly desired password twice. Then, save the new profile settings by clicking on the "Save" button located in the upper right part of the screen:


==='''2.) Popup''': The normal text editor is used but the '''HTML editor''' is available as a pop-up option.===


[[File:Popup1.PNG]]
<center>[[File:Forgotpassword_3.png]]</center>


An icon-based tool bar of the editor can be exposed by clicking the wider, colored bar above the text editing window.  You can also increase the size of the editor to fill the browser window and then decrease it back later.


[[File:InlineMode2.PNG]]
<hr width="50%" style="margin:auto">


==='''X.) Source code mode''':===


If you want to paste HTML code directly you have to switch to the '''source code mode'''. Click the "source code" button (in the screenshot it's called ''Quelltext'') and paste your Javascript and/or HTML source code there.
If you have superadmin permissions and one of the users that helps you conduct the survey lost his/her username and password, you can help him/her reset his/her password. To do that, you have to access the '''User control panel''':


You have to [http://docs.limesurvey.org/tiki-index.php?page=Global+settings&structure;=English+Instructions+for+LimeSurvey#Security disable the ''Filter HTML for XSS'' setting] in order to store code entered in source code mode.


[[File:source_code_mode.png]]
<center>[[File:LimeSurveyBenuzerVerwaltung.jpg]]</center>
 
 
Then, look at the ''Action'' column and click on the green pen button that corresponds to the respective user and change his or her password:
 
 
<center>[[File:LimeSurveyBleistiftSymbol.jpg]]</center>
 
 
<div class='simplebox'>[[File:help.png]] Check the wiki on [[Manage_users#User_management|the LimeSurvey user management functions]] for further information.</div>
 
 
<hr width="50%" style="margin:auto">
 
 
If you use [https://www.limesurvey.org/editions-and-prices/limesurvey-pro/editions-and-prices-professional LimeSurvey Pro], you can also reset your password from your [https://www.limesurvey.org/your-account/your-limesurvey-profile LimeSurvey profile]. To do that, access your LimeSurvey profile and click on 'INSTALLATIONS' (under the Profile Menu). Look for the ''RESET PASSWORD NOW'' button that is located in an orange box. Click on it and a random password will be generated immediately.
 
{{Alert|A couple of minutes are sometimes required for the password change to take effect - ca. 2 minutes.}}
 
=Your account preferences=
 
To change your user preferences, click on your username which is shown in the LimeSurvey main toolbar and then click on '''Your account'''.
 
 
<center>[[File:userprofile.png|frame]]</center>
 
 
Your account preferences toolbar contains four tabs:
*'''[[First_login_-_your_user_preferences#My profile|My profile]]''': It presents general details about your account;
*'''[[First_login_-_your_user_preferences#My personal settings|My personal settings]]''': The user can pick up the interface languare and/or selected other LimeSurvey-related editing modes;
*'''[[First_login_-_your_user_preferences#My personal menus|My personal menus]]'''{{NewIn|3.0}}: It presents a list with the survey menus created by the respective user;
*'''[[First_login_-_your_user_preferences#My personal menu entries|My personal menu entries]]'''{{NewIn|3.0}}: It shows a list with those menu entries that were created by the user.
 
 
<center>[[File:Toolbaruserpreferences.png]]</center>
 
 
==My profile==
The following options may be found under this tab:
*'''Username''': once created, it cannot be changed from the LimeSurvey interface. We recommend to create another user name instead of editing the configuration of your LimeSurvey installation;
*'''Email''': Type your newly desired e-mail and click on the 'Save' button to save the settings;
*'''Full name''': It is the real name of the administrator;
*'''Password''' & '''Repeat password''': If you want to change your password, type the newly desired password twice and click on the 'Save' button.
 
==My personal settings==
*'''Interface language''': The language of the Limesurvey administrative interface;
*'''HTML editor mode''': The inclusion of an integrated HTML editor;
*'''Question type selector''': If 'Full selector' option is chosen, then a question preview will be shown when selecting the type of a new question to be added into the survey;
*'''Template editor mode''': If 'full template editor' is selected, syntax highlighting will be used in the [[The template editor|LimeSurvey template editor]];
*'''Date format''': chooses the default date format used in the administration interface.
 
===Interface language===
 
 
You can select the administrative language preference during log in by using the dropdown list as shown below. After a successful login, the LimeSurvey interface will change to the chosen language. The system will record this preference setting in your profile and make it the default for your next login.
 
 
<center>[[File:login language.png]]</center>
 
 
<!--T15-->Some LimeSurvey setups hide or skip the login page to enable common authentication inside other applications. In this case, you won't have access to select the language. There is nothing to be worried about since you can change your language preference from your account preferences. Access your account preferences by clicking on your user name located in the upper right side of your browser and then on the ''Your account'' button. Now, click on '''Your personal settings''' tab and select your desired language from the dropdown list located under '''Interface language'''.
 
 
<center>[[File:Selection 007.png]]</center>
 
 
===HTML editor mode===
 
There is an '''HTML editor''' integrated into LimeSurvey. This tool will help you develop rich formatting for your surveys, groups, questions, and answer text; for tables, images, and so on.  But as this editor takes extra space on the screen and resources on the computer, it is not always desirable to use. Therefore, four options are provided by LimeSurvey: '''default''', '''inline HTML editor''' (selected by default), '''popup HTML editor''', and '''no HTML editor'''.
 
====Default====
 
If the "default" option is selected, you will inherit the HTML editor mode selected by the superadminstrator from the [[Global settings#General|global settings]] of the LimeSurvey installation.
 
====Inline====
In this case, the '''HTML editor''' is always used in-line on the page. It also represents the 'default' value.
 
 
<center>[[File:InlineMode1.PNG]]</center>
 
 
====Popup====
The normal text editor is used, but the '''HTML editor''' is available as a pop-up option. You can always get to the '''HTML editor''' by clicking on the icon on the right of the normal text editor window as shown for the '''popup''' option below
 
 
<center>[[File:Popup1.PNG]]</center>
 
 
=====Fullscreen{{ObsoleteIn|3.0}}=====
 
This option is available only for inline editor. It allows you to increase the size of the editor to fill the browser window and then decrease it back later.{{ObsoleteIn|3.0}}
 
 
<center>[[File:InlineMode2.PNG]]</center>


<div class="simplebox">'''Hint''': Why not always choose the '''HTML Editor'''?  Depending on your use of LimeSurvey, there may be many text boxes on a single page, each with a copy of the editor. For instance, when editing the email text for a survey invitation that is offered in 5 languages -- you can then have a total of 20 in-line '''HTML editors''' active on the page.  Each instance takes a fair amount of resource and will likely cause issues on your browser.  So if you work with multiple language surveys, we recommend you stick with the normal text editor or 'Popup' setting.</div>


To make the system more convenient when you are switching between which editor you use, the last used editor before logout is recorded to your profile and will become the default at your next login.
To make the system more convenient when you are switching between which editor you use, the last used editor before logout is recorded to your profile and will become the default at your next login.


<div class="simplebox">'''Note''': Please note that when editing answers and labels, the normal text editor (or 'Popup' mode) is always used because of the larger number of windows.</div>
Please note that when editing answers and labels, the normal text editor (or 'Popup' mode) is always used because of the larger number of windows.
 
{{Note|You can change the size of the HTML editor box by clicking on the bottom right corner of the editor.}}
 
 
<center>[[File:ExtendsizeHTML.png]]</center>
 
 
====Source code mode====
 
If you want to paste HTML or Javascript code directly, you have to switch to the '''source code''' mode. This option is not available in your personal settings. However, it can be selected from the HTML editor menu.
 
 
<center>[[File:source_code_mode.png]]</center>
 
 
You have to [[Global settings#Security|disable the ''Filter HTML for XSS'' setting]] in order to store code entered in the source code mode (or to have superadmin permissions).
 
 
<center>[[File:SourceCodeMode.png]]</center>
 
 
====No HTML editor====
If you would like not to have any HTML editor, select this option. You will be able to use only simple text in the surveys.
 
<div class="simplebox">'''Hint''': Why not always choose the '''HTML Editor'''? Depending on your use of LimeSurvey, there may be many text boxes on a single page, each with a copy of the editor. For instance, when editing the email text for a survey invitation that is offered in 5 languages, you can then have a total of 20 inline '''HTML editors''' active on the page. Each instance takes a fair amount of resources and will likely cause issues on your browser. So, if you work with multiple language surveys, we recommend you stick with the normal text editor or 'Popup' setting.</div>
 
===Question type selector===
 
Choose 'Full selector' to get a question type selector with preview and 'Simple selector' to get a plain select box. The 'default' option corresponds to the option selected in the [[Global settings|global settings]] of the LimeSurvey installation.
 
===Template editor mode===
 
Three options are available: 'default', 'full template editor', and 'simple template editor'. Choose 'Full template editor' to get an enhanced editor (with syntax-highlighting) when editing survey templates and 'Simple template editor' to get a plain editor field. The 'default' option corresponds to the option selected in the [[Global settings|global settings]] of the LimeSurvey installation.
 
{{Note|For a more comprehensive presentation of our template editor, check the [[The template editor|following wiki]].}}
 
===Date format===
 
This setting sets the date format for your profile (e.g. when you browse the survey results or for other settings located in the administration panel). It does '''not''' affect the actual surveys.
 
When creating a date/time question, you can set the date/time format when you edit/add a question. After you have chosen the '''date/time''' question format, type in the desired format you would like to use in the boxes located under the Input and Display tabs. For extra information, hover the mouse over the heading of each box.
 
 
<center>[[File:DateTimeFormatSurvey.png]]</center>
 
 
==My personal menus==
 
You can visualise here the customized menus that are available to you or the ones you created via the [[Menu configuration|menu configuration option]].
 
To start editing them, access the '''Menu configuration''' option located within the '''Configuration''' menu.


==Date format==
==My personal menu entries==


This setting sets the date format for your administration user - for example if you browse results or for other settings. It does '''not''' affect the actual surveys.
You can visualise here the customized menus entries that are available to you or the ones you created via the [[Menu entries configuration|menu entries configuration option]].


When creating a survey you can [http://docs.limesurvey.org/tiki-index.php?page=Creating+a+new+survey&structure;=English+Instructions+for+LimeSurvey#Presentation_amp_Navigation set the date format at the "Presentation & Navigation tab]. If you later want to edit this language specific setting at ''edit survey settings'' you have to click ''save and continue'' on the first screen to get to the [http://docs.limesurvey.org/tiki-index.php?page=Creating+a+new+survey&structure;=English+Instructions+for+LimeSurvey#nd_Step_Additional_Languages language specific settings] where you can then set the date format for each language of your survey.
To edit them, you need to access the '''Menu entries configuration''' option located within the '''Configuration''' menu.

Revision as of 21:05, 25 October 2018

基本設定

用戶的個人資料擁有兩項偏好設定:

  • LimeSurvey GUI 圖形用戶界面的使用語言
  • 選擇執行整合式 HTML 編輯器的工作模式

管理界面的語言偏好設定

在登入的頁面, 你可以透過下拉式選單選擇管理頁面選用的語言。經過成功的安全核實程序之後,你就可以在選定的語言進入 LimeSurvey 的界面,以便記存你在個人資料的最新偏好設定. 下次你再登入 Limersurvey 登入頁面,系統就會自動根據你偏好設定的選擇顯示你使用的語言界面。

當然, 如果您安裝 LimeSurvey 時進行了設定就意味你已經向網站伺服器進行了安全核實的程序, 此時你就毋須再透過登入頁面進行語言顯示的選擇. 你亦可以隨時在 '資訊'頁面更改偏好設定來更改使用的語言,與此同時,在個人資料亦會自動儲存最新的偏好設定的資料.

You have just finished installing LimeSurvey or you are a new (administrative) user given access to create, edit or view a survey or its results. The first thing to be done is to log in to the administrative panel of LimeSurvey. 

Visit the URL used for your survey installation or the one provided by your administrator to access the survey.

 Hint: If you use LimeSurvey Pro, you can find the administration URL in the Installations dialog, which is located in the Profile Menu of your LimeSurvey user account.



Note: If your survey URL looks like http://example.com/surveys/, then an administrative user can access the login screen by adding admin/ to the URL to this form http://example.com/surveys/admin/. If all you have is the URL to take the survey, say http://example.com/survey/index.php?sid=27352, then remove /index.php?... and add the admin/ trailer.

In order to log in to your LimeSurvey installation, you will have to provide your user credentials:


0.75px


If you use LimeSurvey Pro, the credentials are those used by you when you created your LimeSurvey account.


Change your password

In order to change your password, you can use the 'Forgot your password?' button located on the LimeSurvey administration authentication page.



After you have typed in the requested information, click on the "Check data" button. If the data is correct, you will receive an email with the necessary steps that need to be followed in order to reset your password.

Another option to change your password is to do it from within your profile. For that, you have to click on your user name located in the upper right part of the screen (on the main LimeSurvey toolbar) and select the Your Profile tab.

Click on the Change password buttonː



Type the current password, and the newly desired password twice. Then, save the new profile settings by clicking on the "Save" button located in the upper right part of the screen:





If you have superadmin permissions and one of the users that helps you conduct the survey lost his/her username and password, you can help him/her reset his/her password. To do that, you have to access the User control panel:


File:LimeSurveyBenuzerVerwaltung.jpg


Then, look at the Action column and click on the green pen button that corresponds to the respective user and change his or her password:



Check the wiki on the LimeSurvey user management functions for further information.




If you use LimeSurvey Pro, you can also reset your password from your LimeSurvey profile. To do that, access your LimeSurvey profile and click on 'INSTALLATIONS' (under the Profile Menu). Look for the RESET PASSWORD NOW button that is located in an orange box. Click on it and a random password will be generated immediately.

  A couple of minutes are sometimes required for the password change to take effect - ca. 2 minutes.


Your account preferences

To change your user preferences, click on your username which is shown in the LimeSurvey main toolbar and then click on Your account.



Your account preferences toolbar contains four tabs:

  • My profile: It presents general details about your account;
  • My personal settings: The user can pick up the interface languare and/or selected other LimeSurvey-related editing modes;
  • My personal menus (New in 3.0 ): It presents a list with the survey menus created by the respective user;
  • My personal menu entries (New in 3.0 ): It shows a list with those menu entries that were created by the user.



My profile

The following options may be found under this tab:

  • Username: once created, it cannot be changed from the LimeSurvey interface. We recommend to create another user name instead of editing the configuration of your LimeSurvey installation;
  • Email: Type your newly desired e-mail and click on the 'Save' button to save the settings;
  • Full name: It is the real name of the administrator;
  • Password & Repeat password: If you want to change your password, type the newly desired password twice and click on the 'Save' button.

My personal settings

  • Interface language: The language of the Limesurvey administrative interface;
  • HTML editor mode: The inclusion of an integrated HTML editor;
  • Question type selector: If 'Full selector' option is chosen, then a question preview will be shown when selecting the type of a new question to be added into the survey;
  • Template editor mode: If 'full template editor' is selected, syntax highlighting will be used in the LimeSurvey template editor;
  • Date format: chooses the default date format used in the administration interface.

Interface language

You can select the administrative language preference during log in by using the dropdown list as shown below. After a successful login, the LimeSurvey interface will change to the chosen language. The system will record this preference setting in your profile and make it the default for your next login.



Some LimeSurvey setups hide or skip the login page to enable common authentication inside other applications. In this case, you won't have access to select the language. There is nothing to be worried about since you can change your language preference from your account preferences. Access your account preferences by clicking on your user name located in the upper right side of your browser and then on the Your account button. Now, click on Your personal settings tab and select your desired language from the dropdown list located under Interface language.



HTML editor mode

There is an HTML editor integrated into LimeSurvey. This tool will help you develop rich formatting for your surveys, groups, questions, and answer text; for tables, images, and so on.  But as this editor takes extra space on the screen and resources on the computer, it is not always desirable to use. Therefore, four options are provided by LimeSurvey: default, inline HTML editor (selected by default), popup HTML editor, and no HTML editor.

Default

If the "default" option is selected, you will inherit the HTML editor mode selected by the superadminstrator from the global settings of the LimeSurvey installation.

Inline

In this case, the HTML editor is always used in-line on the page. It also represents the 'default' value.



Popup

The normal text editor is used, but the HTML editor is available as a pop-up option. You can always get to the HTML editor by clicking on the icon on the right of the normal text editor window as shown for the popup option below



Fullscreen (Obsolete since 3.0)

This option is available only for inline editor. It allows you to increase the size of the editor to fill the browser window and then decrease it back later. (Obsolete since 3.0)



To make the system more convenient when you are switching between which editor you use, the last used editor before logout is recorded to your profile and will become the default at your next login.

Please note that when editing answers and labels, the normal text editor (or 'Popup' mode) is always used because of the larger number of windows.

You can change the size of the HTML editor box by clicking on the bottom right corner of the editor.



Source code mode

If you want to paste HTML or Javascript code directly, you have to switch to the source code mode. This option is not available in your personal settings. However, it can be selected from the HTML editor menu.



You have to disable the Filter HTML for XSS setting in order to store code entered in the source code mode (or to have superadmin permissions).



No HTML editor

If you would like not to have any HTML editor, select this option. You will be able to use only simple text in the surveys.

Hint: Why not always choose the HTML Editor? Depending on your use of LimeSurvey, there may be many text boxes on a single page, each with a copy of the editor. For instance, when editing the email text for a survey invitation that is offered in 5 languages, you can then have a total of 20 inline HTML editors active on the page. Each instance takes a fair amount of resources and will likely cause issues on your browser. So, if you work with multiple language surveys, we recommend you stick with the normal text editor or 'Popup' setting.

Question type selector

Choose 'Full selector' to get a question type selector with preview and 'Simple selector' to get a plain select box. The 'default' option corresponds to the option selected in the global settings of the LimeSurvey installation.

Template editor mode

Three options are available: 'default', 'full template editor', and 'simple template editor'. Choose 'Full template editor' to get an enhanced editor (with syntax-highlighting) when editing survey templates and 'Simple template editor' to get a plain editor field. The 'default' option corresponds to the option selected in the global settings of the LimeSurvey installation.

For a more comprehensive presentation of our template editor, check the following wiki.

Date format

This setting sets the date format for your profile (e.g. when you browse the survey results or for other settings located in the administration panel). It does not affect the actual surveys.

When creating a date/time question, you can set the date/time format when you edit/add a question. After you have chosen the date/time question format, type in the desired format you would like to use in the boxes located under the Input and Display tabs. For extra information, hover the mouse over the heading of each box.



My personal menus

You can visualise here the customized menus that are available to you or the ones you created via the menu configuration option.

To start editing them, access the Menu configuration option located within the Configuration menu.

My personal menu entries

You can visualise here the customized menus entries that are available to you or the ones you created via the menu entries configuration option.

To edit them, you need to access the Menu entries configuration option located within the Configuration menu.