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===基本設定===
==First Login==


用戶的個人資料擁有兩項偏好設定:
You 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. 
* 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===
Visit the URL used for your survey installation or the one provided by your administrator to access the survey.


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。
{{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].}}


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.
<center>[[File:FirstLogin.png]]</center>


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.
<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 thus 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>


<div class="simplebox">'''Note''': If your surveys are located at the URL '''http://example.com/surveys/''', then an administrative user can access the login screen by adding '''admin/''' to the URL to thus 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 strip off the back end and add the '''admin/''' trailer.</div>
In order to log in to your LimeSurvey installation, you will have to provide your user credentials:
<center>[[File:LoginPage.png|0.75px]]</center>
 
{{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].}}


==Change your password==
==Change your password==
To change your password, you had to click on the key [[File:security.png]].  
In order to change your password, you can use the 'Forgot your password?' button located on the LimeSurvey administration authentication page.
Here you can [[Manage users]].
 
You can change your password, your email and your name here.
<center>[[File:Forgotpassword.png]]</center>
 
After you typed in the requested information, click on the 'Check data' button. If the data is correct, you will receive in a couple of minutes 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 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 ''Your Profile'' tab.
Type the newly desired password twice and then save the new profile settings by clicking on the 'Save' button located in the upper right part of the screen:
 
<center>[[File:Profilechangepassword.png|0.70px]]</center>
 
If you have superadmin permissions and one of the users that help you conduct the survey lost his username and password, you could help him resetting his password. To do that, you have to access the '''User control panel''':
 
<center>[[File:LimeSurveyBenuzerVerwaltung.jpg]]</center>
 
Then, click on the green pen button that corresponds to the respective user and change his password. Check the wiki on [[Manage_users#User_management|the LimeSurvey user management functions]] for further information.
 
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 immediately generated.
 
{{Alert|A couple of minutes is sometimes required for the password change to take effect - ca. 2 minutes.}}


=About user preferences=
=Your account preferences=


To change your user preferences click on your username which is shown in the LimeSurvey main toolbar, and then click '''Edit your personal 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]]</center>
<center>[[File:userprofile.png]]</center>


A LimeSurvey administration user has several preferences associated with their profile:
Your account preferences toolbar contains four tabs:
* the language of the LimeSurvey administrative interface
*'''[[First_login_-_your_user_preferences#Your profile|Your profile]]''': It presents general details about your account;
* the inclusion of an integrated HTML editor
*'''[[First_login_-_your_user_preferences#Your personal settings|Your personal settings]]''': The user can pick up the interface languare and/or selected other LimeSurvey-related editing modes;
* question type selector, where "Full selector" lets you see a question preview when selecting type for a new question
*'''[[First_login_-_your_user_preferences#Your personal menus|Your personal menus]]'''{{NewIn|3.0}}: It presents a list with the survey menus created by the respective user;
* template editor mode, where "Full template editor" gives you syntax highlighting  
*'''[[First_login_-_your_user_preferences#Your personal menu entries|Your personal menu entries]]'''{{NewIn|3.0}}: It shows a list with those menu entries that were created by the user.
* the default dateformat used in the administration interface
 
<center>[[File:Toolbaruserpreferences.png]]</center>
 
==Your 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.
 
==Your 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>


<center>[[File:limesurvey-personal-settings.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'''.


==The administrative language preference==
<center>[[File:Selection 007.png]]</center>


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.
===HTML editor mode===


[[File:login language.png]]
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'''.


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.
====Default====


<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>


===HTML 編輯器工作模式===
====Inline====
In this case, the '''HTML editor''' is always used in-line on the page. It also represents the 'default' value.


這是整合在 LimeSurvey 內的 HTML 編輯器. 這個工具有助你把問卷/組別/題目/答案選項配合圖文及表格進行美化的排版整理。
<center>[[File:InlineMode1.PNG]]</center>


在編輯器提供兩項選擇:
====Popup====
* 內置模式: 這表示一般文字區的內容會被 HTML 編輯器的網頁所替換，只要 click 選上方的灰色棒型選單，就可以擴展工具選單。
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
* 彈出模式: 文字區顯示一般文字 (包括 HTML 編碼), 但在HTML 編輯器右方 click 選圖標會彈出新的編輯視窗。


<u>內置模式不是更好用嗎? 還要提供彈出模式 ?</u>
<center>[[File:Popup1.PNG]]</center>


視乎LimeSurvey 的使用需要而定, 你可以載入多個 HTML 編輯器. 譬如，你正在編寫邀請電郵(共有4 封電郵及相應的文字區), 如果你的問卷提供 5 個語言版本, 你在頁面載入時就要執行  20 個內置編輯器! 這樣做肯定會對瀏覽器造成坰負荷運行或施慢運行速度. 所以提供彈出模式，正好為多語言版本問卷的工作環境，提供更靈活的調配。
=====Fullscreen{{ObsoleteIn|3.0}}=====


因此你可以因應 使用 LimeSurvey 的需要而隨時游走於內置模式或彈出模式(亦可能視乎你正在製作的問卷的需要而作出改變). HTML 編輯器作出的任何最新改變都會記存到你的個人資料的設定內，留待下次登入時讀取及執行.
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}}


注意︰由於答案選項及標籤佔用空間較大，一般都會使用彈出式的模式.
<center>[[File:InlineMode2.PNG]]</center>


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.
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">'''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>
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 choose between two settings for the editor''':
{{Note|You can change the size of the HTML editor box by clicking on the bottom right corner of the editor.}}


==='''Inline'''===
<center>[[File:ExtendsizeHTML.png]]</center>
The '''HTML editor''' is always used in-line on the page.


[[File:InlineMode1.PNG]]
====Source code mode====


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


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


=== '''Fullscreen''' ===
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).


You can increase the size of the editor to fill the browser window and then decrease it back later (only available for inline editor).
<center>[[File:SourceCodeMode.png]]</center>


[[File:InlineMode2.PNG]]
====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.  


==='''Source code mode'''===
<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>


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.
===Question type selector===


You have to [[Global settings#Security|disable the ''Filter HTML for XSS'' setting]] in order to store code entered in source code mode.
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.


[[File:source_code_mode.png]]
===Template editor mode===


<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. Usage oif Expression Manager is more easy to without HTML editor.</div>
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.


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.
{{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.


<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>
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.


==Date format==
<center>[[File:DateTimeFormatSurvey.png]]</center>


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.
==Your personal menus==
''More details have to be provided. If you would like to contribute to this wiki, [https://manual.limesurvey.org/index.php?title=Special:UserLogin&returnto=LimeSurvey+Manual join us] and become a LimeSurvey wiki contributor.''


When creating a survey you can [[Creating a new survey#Presentation & 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 [[Creating a new survey#2nd Step - Additional languages|language specific settings]] where you can then set the date format for each language of your survey.
==Your personal menu entries==
''More details have to be provided. If you would like to contribute to this wiki, [https://manual.limesurvey.org/index.php?title=Special:UserLogin&returnto=LimeSurvey+Manual join us] and become a LimeSurvey wiki contributor.''

Revision as of 11:05, 11 September 2017

Other languages:

First Login

You 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.


File:FirstLogin.png
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 thus 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 typed in the requested information, click on the 'Check data' button. If the data is correct, you will receive in a couple of minutes 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 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 Your Profile tab. Type the newly desired password twice and then save the new profile settings by clicking on the 'Save' button located in the upper right part of the screen:

0.70px

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

File:LimeSurveyBenuzerVerwaltung.jpg

Then, click on the green pen button that corresponds to the respective user and change his 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 immediately generated.

  A couple of minutes is 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:

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

Your 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.

Your 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

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.

Your personal menus

More details have to be provided. If you would like to contribute to this wiki, join us and become a LimeSurvey wiki contributor.

Your personal menu entries

More details have to be provided. If you would like to contribute to this wiki, join us and become a LimeSurvey wiki contributor.

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