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SITEFORUM Whitepaper v6.0

 A unique suite of integrated online business applications
 With tools for Customisation, Integration and Extension.
 Secure and stable, delivered as Software-as-a-Service




                         SITEFORUM is a unique suite of integrated online business applications
                         delivered as Software-as-a-Service (SaaS). Secure and scaleable, the service
                         provides innovative enterprise 2.0 solutions including content management, e-
                         commerce, marketing, collaboration and social networking. It has a powerful
                         developer toolset for further customization, extension and integration. The
                         SITEFORUM suite of applications is 100% web-based, customizable and
                         scaleable, providing on-demand, global access with only an internet browser
                         required.
                         Founded in 1998 the company started web-based development with the growth
                         of the Internet. The current Software-as-a-Service platform is now one of the
                         most mature and functionally-rich on the market and is used by organisations
                         all around the world. Company headquarters are in Germany with regional
                         offices in the UK, USA, Canada and Malaysia. SITEFORUM customers are
                         located in 70 countries.




This SITEFORUM Whitepaper v6.0 describes the applications and features of SITEFORUM.



                                                        www.siteforum.com
Table of Contents

Architecture................................................................................................................3

Applications................................................................................................................3

Website & CMS ...........................................................................................................4

Network & Community ................................................................................................7

Marketing & CRM ...................................................................................................... 13

Intranet & BackOffice ................................................................................................ 16

Sales & Support ........................................................................................................ 19

Tools & Administration .............................................................................................. 23

Infrastructure & Components..................................................................................... 27

Managed Hosting ...................................................................................................... 31

Web Security ............................................................................................................ 32

About SITEFORUM .................................................................................................... 36




SITEFORUM Whitepaper v6.0                                                                                   Page 2 of 36
For more information please visit us at www.siteforum.com
Architecture




Applications




SITEFORUM Whitepaper v6.0                                   Page 3 of 36
For more information please visit us at www.siteforum.com
Website & CMS
This is your entry point into e-business. With this professional and easy-to-use Content Management System
(CMS) you can create, publish and manage your own content - no html or programming knowledge needed.
Access control and personalization ensures that the right people get the right information. Standard
languages are English, German, French and Spanish, more can be added easily.




Menus
Add and manage complex menu structures to any depth of structure.
Overview             Manage all menus and submenus of your portal. Move and translate menus, assign
                     them to certain user groups and control the layout by using templates.
Archives             Define one menu as archive for expired stories and one for user generated content.
Newsflashes          New or special content can be pointed out on the main page or other highlighted
                     positions.




SITEFORUM Whitepaper v6.0                                                                   Page 4 of 36
For more information please visit us at www.siteforum.com
Website & CMS
Stories
Create, manage and publish rich media content by using templates, cross links, story types and further
various settings and options. Set access to single stories for certain user groups.
Stories          Add and manage stories which represent the content of your portal. A story is based
                 on a template which defines the layout and structure of the story. Copy, move and
                 translate stories.
WYSIWYG Editor Format stories without HTML knowledge.
Placeholders     Use placeholders to refer to different kind of applications or functionalities.
Interactivity    Create dynamic content using placeholders, for example for using forms, polls, forums
                 or other applications.
Link Generator   Create links to other stories, URLs, products, forums, templates, files, polls, etc.
Rating           Stories can be rated by users through a 5-star rating system.
Comments         Stories can be commented by other users.
Schedule         Control the start date and the expiry of dynamic content.
Access Rights    Define the visibility of each story for user groups.
Multi-Languages Translate stories and menus as well as other features like forms, polls or catalogues
                 and products.
Filters          Select stories by using filters like menus, search, editors, time frame or templates.
Versions         View different versions of a story and use it for further belongings.
Metadata         Describe content by metadata, storing and categorizing content in this manner.
Export           Export content as HTML or PDF files for cross media publishing.
Metadata Forms Use the metadata parameterization to categorize and describe content. Metadata
                 forms can be built using forms and can be assigned to content ensuring a fast
                 description and a flexible presentation of all the pertinent content information.
Full Text Search All published content is indexed and can be selected using search commands and
                 Boolean operators. Assigned access rights apply to searches as well.
Archiving        Content can be automatically archived as soon as the specified expiry date has been
                 reached. An archive folder can be specified.

Media Gallery
Manage pictures, documents, sounds, videos, and other media types for insertion into stories.
Story Images          Upload and manage files like pictures, photos or images for insertion into stories.
Story Document        Upload and manage files like word documents, pdf or xls files for insertion into stories.
Folders               Manage all files in folders to any depth of structure. You can copy, cut, move and
                      delete folders

Workflows
Create workflow scenarios with one or two controllers before the content gets published.
Overview              View all editors having stories in a workflow.
Workflow              Select one of four different types of workflows, “express”, “trusted”, “standard” or
                      “security”.
Dirty Words           Collect prohibited words, which should not be used and published in your stories.
Editors               Assign editors to specified menus and submenus.
Settings              Make settings regarding own and locked stories.

Statistics
Access statistics and reports for each published story.
Stories               Display various statistics showing access activities and page impressions. Use filters
                      like year, month, day or time frame.



SITEFORUM Whitepaper v6.0                                                                        Page 5 of 36
For more information please visit us at www.siteforum.com
Website & CMS
Feeds
Manage internal portal, external and newsflash feeds. Templates control their design.
Internal Portal      Provide internal portal feeds to inform your employees and customers about what is
Feeds                going on in your portal.
External Feeds       Integrate external feeds in your portal.
Newsflash Feeds      Control the layout of external feeds and match it to your portal design.
Templates            Control and manage the layout of the feeds by using feed templates.

Banners
Place and manage banners in the portal. Set conditions for each banner and view the reporting on click and
show expiry.
Overview             View all active and inactive banners. Check time frame, clicked vs. shown, click and
                     show expirations and conditions, etc.
File Banners         Add file banners like image banners.
Script Banners       Add script banners with integrated code. Set restrictions and a time frame.
Conditions           Add conditions on when each banner should appear.




SITEFORUM Whitepaper v6.0                                                                     Page 6 of 36
For more information please visit us at www.siteforum.com
Network & Community
The Platform comes with a complete set of social networking and Web 2.0 functionalities. Now you can
builrd a growing community where members can setup and maintain their personal networks and use
several applications and functionalities to share and collect knowledge.




My Page
Every registered user can arrange personal elements individually for a quick access.
Settings             Sort the applications you need and make the unimportant ones invisible.
Design & Layout      Define the design and the layout of this section individually to your needs.
Groups               Group the different kinds of applications.
Tools                Add news feeds to your personal tools.
Subscriptions        Every member can control the notifications he/she wants to have.
External             The interface to any Facebook and Twitter account connects each member with the
Accounts             particular network. Blogs and other entries can be transferred easily to Facebook and
                     Twitter.




SITEFORUM Whitepaper v6.0                                                                     Page 7 of 36
For more information please visit us at www.siteforum.com
Network & Community
User Profiles
Every member can fill out his/her own profile with data.
User Profile         Each profile is separated into user data, business data and contact data. The member
                     can define which parts of the profile are visible to others on a per-member level.
User Data            Consists of name, company, addresses, email, time zone, birthday, etc.
Business Data        Consists of company details like department, position, industry, website, previous
                     companies and profile details like wants, haves, universities, certificates, interests,
                     languages, etc.
Contact Data         Consists of business and private contact information like phone, fax, email, address,
                     etc. and network data like skype, icq, AIM, Yahoo, etc.
Password             Each member can choose and change the password.
Profile Image        Members can upload a personal image and assign it to their profile.
Settings             Users can change and adapt their profile any time. All information is immediately full
                     text indexed and available through the integrated member search.

Profile Page
The profile page of each member gives a detailed overview. Based on the data release settings that the
member chose all or only a few items of information may be visible. This can be set on a “per member”
level.
User Data        Consists of personal information like name, company, addresses, email, time zone,
                 birthday, etc.
Profile Data     Consists of direct contacts, contacts of contacts (2nd degree), activity index (calculated
                 on the members login activity), page views of the member profile, online status, etc.
Business Data    Consists of all business relevant details like industry, groups, wants, haves,
                 universities, interests, etc.
Contact Data     Consists of all relevant contact information belonging to business, private and network
                 data.
Friends & Fans   Shows the profiles of all direct contacts of the member.
About Me         Shows the personal page of the member. The member can write something about his-
                 /herself.
Blogs            Shows all blog articles post by the member.
Articles         Shows all articles post by the member.
Files            Shows all files the member wants to share.
Connection Paths Shows the connection path between the user looking at the member and the displayed
                 member. This can be a direct connection if this is a direct contact or up to 4 contacts
                 between the two.

Personal Network
Members can extend their network. The contacted member can either “Accept” or “Decline” the contact
request. Other members can be found through the member search facility or through many other
applications within the portal.
Add Contact          Members can add other members to their personal network. The member becomes a
                     “confirmed contact” and can be included in many activities and functionalities that are
                     only available to such contacts.
Privacy              The member can define which profile data is visible to the confirmed contact.
Remove Contact       A member can remove an existing connection with a contact at any time.
Notes                The member can assign notes to any members.
Introduce            Members can introduce their contacts to others.
Contacts
see over



SITEFORUM Whitepaper v6.0                                                                      Page 8 of 36
For more information please visit us at www.siteforum.com
Network & Community
Personal Network
Messaging        Members can send messages to each other. Each member has an inbox and an outbox
                 to compose and receive messages.
Invitations      Members can invite other persons that are not part of the network yet. The member
                 can review the status at anytime and can be rewarded with a free membership as soon
                 as a certain number of successful invitations have been reached.
Invite to Chat   Members can invite other confirmed contacts currently to a text based chat.
                 Video/audio chat functionality will be available soon.
Report Abuse     For security and spam reasons a profile can be reported if it seems not to be a serious
                 one.

Member Search
Depending on their permissions or memberships, members can query certain fields of the user profile or use
an advanced search.
Advanced Search Members can find other members by name, interest, industry, universities, company,
                position, previous company, wants, haves, city, state, country, etc.
Special Search  Members can find other members by links like “Visitors of my profile”, “Profiles I
                visited”, New members”, “Members who want what I have”, “Members who have what
                I want”, “Members in my area”, “Members who belong to the same organizations”, “All
                contacts of my contacts”, “Contacts that have a birthday soon”, etc.

Network Files
With users file section members can upload and manage their own files in the portal for further distribution.
File Type       Any kind of files are possible like mp3, Podcasts, videos, images, pdf, excel sheets,
                word docs, openoffice, etc.
File Title      The member can enter individual file names.
Description     Each file can be assigned with a detailed description.
Access          The member can define whether the file is accessible to “Everybody”, “Members only”,
                “Groups” or “Confirmed contacts”.
Download Report Each user can track the popularity of “all files” or “by file” via the download report.
                This report shows all downloads by year, month, week or day and it also lists the most
                popular files.

Network Groups
Members can create their own private and closed network groups to share knowledge, documents and
articles. Such group content is only accessible to members that are part of the group.
Group                Members can suggest a network group to the portal owner. They specify the name,
Application          description and several reasons why this group is required. The Portal Managers can
                     approve the application – the applicant becomes the new Group Manager then.
Member               Members can join a group by filling out a member application form where they need to
Application          provide a short reason. The Group Manager can then approve the application.
Newsletter           Group Managers can send newsletters to the members’ inbox.
Forum                Each network group has at least one forum that is accessible to the group members.
Administration       As Portal Master of the network you have an overview of all network groups and you
                     add new ones.
Categories           Portal Master can predefine categories which can be selected when addding a group.




SITEFORUM Whitepaper v6.0                                                                      Page 9 of 36
For more information please visit us at www.siteforum.com
Network & Community
Companies
A complete company directory can be set up. A company profile can contain various information and can be
sold.
Overview           In the overview companies can be listed by various criteria, like by date, randlomly, by
                   sponsoring, by industry or alphabetically.
Company Profile A company can fill out the profile with all information needed for a good presentation
                   (Products & Services, Information material, References, Partners, Offices, Fairs,
                   Contact, News) and logos and documents can be attached. Visitors of the profile can
                   be viewd and notes can be added. Google Maps shows the exact position of the
                   company.
Templates          Portal Master can controll the layout of the company profiles with company templates
                   in the area Design & Layout.
Categories         Portal Master can predefine categories which can be selected in the profile.

Events
Members can manage their private and public events and also plan visits to other public events which were
created by other members.
Events               Members can set-up events and define the start and the end. They can assign
                     attachments, enter a detailed description and limit the visibility of the event.
Plan a visit         Members can add themselves to public events and specify the day/time they will
                     attend the event. Other members can browse these attendee lists and plan their visit.
Administration       As Portal Master of the network you create a shortcut, you manage the visibility and
                     further settings.
Types                As Portal Master you add and manage the event types.
Categories           Portal Master can predefine categories which can be selected when adding a new
                     event.

Forums
Overview             Forums can be public or private, with access control by user group, with or without a
                     moderator. Archiving and full text search capability is provided.
Groups               Forums can be grouped and categorized and can be fully personalized with read and
                     write access for user groups.
Administration       As Portal Master of the network you have an overview of all forums and forum groups.
                     You can add new ones and assign moderators.
Moderators           Assign moderators to a certain moderation type and to specific forums.




SITEFORUM Whitepaper v6.0                                                                   Page 10 of 36
For more information please visit us at www.siteforum.com
Network & Community
Blogs
A blog is a series of several articles that are posted by your members. Such articles can then be assigned to
tags, can be rated and commented by other members. With tag clouds single blogs can be found faster.
Overview             In the overview the members can review all their current blog articles, comments,
                     rankings. Articles can be deleted and edited by the owner at any time.
New Blog             A blog has a title, content, assigned tags, and a category and email notification. Blog
                     articles are produced with a WYSIWYG editor which provides many formatting options
                     as well as integration of files.
Blog tags            Shows the most popular blog tags in a tag cloud.
Newest Blogs         Shows the newest blog articles.
Most viewed          Shows the blog articles that were viewed most often.
blogs
Most discussed       Shows the blogs with the most comments.
blogs
Top rated blogs      Shows the blogs with the best ratings.
Most active          Shows the authors that post the most blog articles.
authors
Blog Archive         Shows all archived blog articles.
Templates            As Portal Master of the network you manage blog templates and blog intro templates
                     to control the layout of the blogs.
Categories           Portal Master can predefine categories which can be selected when addding a blog.

Wiki
Members can post articles that can be easily modified by any other member or even a guest user. This
methodology was first invented by Wikipedia.
New Wiki             A wiki has a title, content, placeholders, and categories. Wikis are produced with a
                     WYSIWYG editor which provides many formatting options.
Versions             Whenever a wiki gets modified a new version of the wiki will be saved. Members can
                     easily review and compare all versions/modifications of a wiki.
Glossary             A complete glossary with all keywords and links is generated automatically.
Categories           A category listing is generated automatically.
Alphabetical         An alphabetical listing is generated automatically.
Last Modified        A listing with the latest modified wikis is generated automatically.
Shortest Articles    A listing with the shortest articles is generated automatically.
Random               A listing with random wikis is generated automatically.
Administration       As Portal Master of the network you control the settings concerning wiki articles. You
                     select the wiki menu, groups, template, homepage, etc.

Memberships
As Portal Master you control all memberships in the Portal Manager.
New Membership Set a timeframe, compose reminder emails and assign the membership with a product
               from the online shop so it can be purchased. Set up a new membership with Paypal(R)
               payment solutions to be fully automated.
Assignment     Assign users automatically with user groups and/or user roles for a given timeframe.
               When the membership expires and doesn’t get renewed, then the groups and/or roles
               will be automatically un-assigned.
Rewards        Set up reward systems, so users get rewarded with a membership, e.g. premium, after
               a certain amount of invitations.




SITEFORUM Whitepaper v6.0                                                                     Page 11 of 36
For more information please visit us at www.siteforum.com
Network & Community
Virtual Presence Manager (VPM)
The VPM displays all visitors, who are all on one defined page. Profiles can be viewed and live chats can be
made.
Avatars              Shows avatars of users that are browsing the same page.
Chat                 The chat gives the users the opportunity to send messages to public or private chat
                     rooms.
Ajax Framework       The chat uses AJAX framework so agents have draggable chat windows and see all
                     portal visitors in a list that refreshes smoothly and seamlessly.

Network Settings
Shortcuts        Activate shortcuts to profiles, groups, companies and events.
General          Make general settings regarding images, connections, names, groups, etc.
Help Text        Enter help texts which appear in forms, so it is easier for the member to fill in these
                 forms.
Auto Connection Set up an auto connection so certain members get automatically connected with new
                 members.

Community Control
Control all entries made by your members to avoid spam.
Comments             View   a   listing   of   all   comments post by members.
Media                View   a   listing   of   all   files uploaded by members.
Blogs                View   a   listing   of   all   blogs post by members.
Forum Messages       View   a   listing   of   all   forum messages post by members.




SITEFORUM Whitepaper v6.0                                                                     Page 12 of 36
For more information please visit us at www.siteforum.com
Marketing & CRM
Power up your customer relations. The Web can be a very inexpensive, yet very effective, customer
acquisition machine. The actions of your users are tracked and analyzed – like read content, downloads,
completed forms, purchased products, etc. These actions build a customer profile that can be used for
targeted and personalized email campaigns. Customer profiles initiate cross- and up-selling opportunities.
Initiate and complete polls/surveys or create more complex feedback forms.




Users & Contacts
Visitors can self-register and provide and maintain their own user information in their profile, which is stored
in your contact database. Actions are tracked and can become the basis for personalized marketing.
User Profiles         Add and manage portal users. They see personalized content and have access to
                      privileged information and applications according to their assigned access rights.
Filters               Select users with filters like keywords, access rights, memberships, categories, etc.
Categories            Place your contacts into self-defined categories (e.g.: special interest, industry, or
                      hobby) which can be used for focused, personalized follow up information and
                      marketing campaigns.
Subscriptions         Subscribe users to content, based on their access rights. When new content is
                      published they get notified by email, keeping them updated automatically.
Memberships           Assign the users to memberships.
see over




SITEFORUM Whitepaper v6.0                                                                       Page 13 of 36
For more information please visit us at www.siteforum.com
Marketing & CRM
Users & Contacts
History               View the history of each user.
Task                  Set up tasks for single users.
Access Rights         Turn contacts into users by giving them login and assigning them to user groups. Give
                      them access to special content, discussion boards as well as selected applications.

Companies
Manage all data concerning the companies you work with. Add users to each company and categorize it with
self-defined categories.
Company               Add companies with billing and shipping address, general information, contact person,
Information           description, owner, etc.
Notes                 Add notes to each company, when you have to do something with it. Select note types
                      like call-back, mail or visit.
History               View the history of each company with all the notes which were taken.
Actions               Set actions which have to be done. View all open and/or closed actions, assign them to
                      certain employees and view archived ones.
Statistic             Access detailed statistics. Get information about the top 100 companies, about sizes,
                      industries, etc.
Opportunities         Add the potential for projects, factors, contact persons, status, and next steps and so
                      on to get an overview of the opportunities with each company.

Campaigns
Write and send personalized emails to selected users or user groups. Through “opt-in” users can subscribe
to newsletters and "opt-out" at anytime.
Recipients            Send campaigns personalized to internal portal users or to anonymous external
                      recipients. Different mail bodies can be defined for members and non-members.
Delivery              Use the very fast and optimized delivery. With bounce boxes you can easily analyse
                      bounce backs.
Templates             Control the layout of the campaigns by using main and content templates. Campaigns
                      can also be designed by using HTML or WYSIWYG editor or pure text.
Statistic             Shows you exactly who opened the campaign and who clicked each link.

Polls
Polls are questions with multiple-choice answers. Initiate, deploy and present polls quickly. Results can be
shown in real-time.
Counts                View the amount of counts taken place.
Translate             Translate the single elements of each poll into the languages your portal is set up with.
Statistic             View the results graphically and percentile.

Forms
Create forms like simple feedback forms, more complex user questionnaires, or order forms without
programming knowledge. Responses are stored in a database and sent by email to a defined address.
Elements              Select from eleven different element types to create the form.
Translations          Translate each element into the languages your portal is set up with.
Statistic             View the results per timeframe and download the list as *.csv-file.




SITEFORUM Whitepaper v6.0                                                                      Page 14 of 36
For more information please visit us at www.siteforum.com
Marketing & CRM
Search Engine Optimization SEO 360°
With SEO360 you can make the main settings for your search engine marketing. Start with researching
which information may be the most appropriate for your company to optimize. Then process these
information and metadata so that they are better found by search engines.
120° Manage Information
Prepare Content Fully optimize your portal for search engines such as Google, Yahoo, and MSN and
                 control every aspect of the process. Prepare and export search engine optimized
                 content fully automatically.
Metadata         Manage your general company information in the Metadata.
Settings & Files View and edit advanced settings, export dynamic content to turn it into static HTML
                 data, which can be better read by search engines. Make dynamic content indexable by
                 search engines such as Google, Yahoo, and others.
Sitemaps         The XML "sitemap.org" standard schema for Google, Yahoo and Microsoft
                 http://www.sitemaps.org/schemas/sitemap/0.9 is supported.
Shortcuts        Manage the shortcuts to certain areas of your portal.
240° Announce & Analyze
Analyze          Access reports that show what the search engines know about the portal and what the
                 page rank for selected keywords is.
Google           SITEFORUM communicates with Google Webmaster Tools to automatically exchange
Webmaster Tools sitemaps and other information. This allows a fully automated search engine
                 optimization process and an elimination of manual input.
Ranking Checks   Search for keywords in several search engines. You quickly find out whether, using
                 these keywords, your portal ranks in the top 10 search results.
360° Results
Statistic        Review reports that show measurable results and help to further improve the
                 optimization, e.g. how many visitors came from Google and which keywords did they
                 used.
Referrer &       View graphical reports of your visitors' origins with details on the linked domains and
Keywords         entered search terms.
Browser Details  View graphical reports of your visitors' details of the web configuration, like browsers,
                 operating systems, languages, screen solution and colour depth.




SITEFORUM Whitepaper v6.0                                                                  Page 15 of 36
For more information please visit us at www.siteforum.com
Intranet & BackOffice
Boost the team productivity with group scheduling, task allocation and document sharing. Create documents
through teamwork and share them on the Web. Webmail is a secure, browser-based email system for
desktop, notebook, PDA, and even for smart phones.




Document Management System (DMS)
Maintain documents in a folder tree and equip both, folders and files, with access rights.
Structure             Set up complex folder structure to any depth of structure.
Access                Control reading, uploading and writing rights for each folder and document.
Check-in/             Documents can be checked out from the system and checked in afterwards for an easy
Check-out             team-editing. Overwriting or double check-out are prevented.
Mass Action           Mass actions like move or copy files can be made.
Versions              Each modification is considered a new version and stored as such. Changes can be
                      followed over time.
History               Track the record of any actions like download, upload, etc.
Managers              Assign Document Managers access rights to specified folders and subfolders.
Statistic             View statistics concerning top downloads, latest downloads and latest uploads.




SITEFORUM Whitepaper v6.0                                                                    Page 16 of 36
For more information please visit us at www.siteforum.com
Intranet & Back office
Invoices
Choose between outbound and inbound invoices. You can now save money by meeting the deadline of
paying the invoice and getting cash discount.
Invoice Creators     Add and manage invoice creators for outbound invoices. Define prefix and invoice
                     offset number.
Positions            Add and manage positions which you assign individually to outgoing invoices.
Layout               Control the layout of each outgoing invoice.
Folders              Manage incoming invoices with a folder structure to any depth.
Settings             Set pre-selections on each folder concerning email and upload settings.
Invoice              Upload invoices and enter data like invoice number, amount, verifier, invoice date,
                     payment date, etc.
Workflow             Assign users to the roles of recipient, verifier, bookkeeper and with the right to upload
                     an invoice. Each role can be adapted to each folder.
Email                Recipient and verifier get emails when a new invoice needs to be approved in one of
Notification         their folders.
Statistic            Access detailed statistics. Get information about each company/folder, about recipient,
                     verifier, bookkeeper and the archive.

Contracts
Handle all contracts of your company. You can plan schedule and archive contracts as well as other
documents concerning your own company, subsidiaries, affiliates, etc.
Companies            Map your company structure in the tool by using a folder structure to any depth.
Contract             You can either upload a contract with detailed information like contracting party,
                     keywords, description, value, cost unit and cost centre, date and validation
                     information, and reminder settings to person in charge. You can also upload files
                     belonging to the contract and select a creator, person in charge and verifier.
Writing              You can also upload a writing which doesn’t consist of costs but of all the other
                     information needed.
Workflow             Assign users to the roles of verifier or person in charge and with the right to read and
                     upload a contract. Each role can be adapted to each company/folder.
Statistic            Access detailed statistics about expiring contracts and next dates of cancellation.

Webmail
Compose              All necessary options are available when composing an email.
Folders              Add as many folders as you need to allocate your emails.
Address Book         Manage your contacts and related information in the address book. Import contacts
                     from exisiting systems.
Search               Search for single emails or complete conversations between two persons. Search for
                     the sender, the recipient, the subject or the content.
Mailbox              You can have as many mailboxes as you need including different email addresses.
GNU                  Encrypt your outgoing emails with the GNU Privacy Guard and decrypt incoming emails
Privacy Guard        as well using public and private keys.
Filter               Set up filters to sort incoming emails right away.




SITEFORUM Whitepaper v6.0                                                                     Page 17 of 36
For more information please visit us at www.siteforum.com
Intranet & Backoffice
Calendar
View              Display the calendar including all events in a typical calendar view (daily, weekly,
                  monthly, yearly) or in a list view, which list all events and appointments. You can even
                  choose between “My Events” and “Public Events”.
Events            Enter new events which are visible only for you (private events), for your contacts or
                  for everybody (public events). Assign a category and a type, enter location, attach files
                  and activate email reminder.
Settings          You can make several settings concerning visibility, shortcuts, images, types, etc.

Tasks
New               Add new tasks with information like subject, details, priority, category, recipient, email
                  notification, deadline, etc. and attach files to the task.
Pending           Select pending tasks by initiator or recipient, use filters like date or keywords.
Completed         Select completed tasks by initiator or recipient, use filters like date or keywords.
Categories        Manage task categories.




SITEFORUM Whitepaper v6.0                                                                   Page 18 of 36
For more information please visit us at www.siteforum.com
Sales & Support
The Online Shop provides everything you need to sell products and services through the web, including high
level security, rapid payment; outstanding support, conferences.




Shop Settings
Adapt all required information in your online shop.
Payment              Set up all payments methods you want to provide in your shop including types, fees,
                     currencies and additional information. Make it available to selected user groups.
Shipping             Set up all shipping methods you want to provide in your shop including name, price,
                     currency and status.
Currencies           Manage all currencies which are available in your online shop.
Taxes                Assign sales tax areas to your shop.
Templates            Specify the layout (including header and footer) of invoices, proposals, delivery notes,
                     etc. using .pdf and print templates.
Shop Frontpage       Generate content using the CMS which directly links to the item in your online shop.
                     Upon entering the online shop, the story is highlighted for easy retrieval and use. This
                     ensures that your featured products stand out from the rest.




SITEFORUM Whitepaper v6.0                                                                     Page 19 of 36
For more information please visit us at www.siteforum.com
Sales & Support
Products & Catalogues
Catalogues        Add and manage catalogues and sub-catalogues, translate them to every language you
                  offer in your portal. Assign them to specified user groups and control the display using
                  product templates.
Pricelist View    Use this feature to provide a directly order for a specific amount of a product. Best
                  used for catalogues with many products.
Archive           Set up an archive catalogue. Products are automatically archived as soon as the
                  specified expiry date has been reached.
Products          Add and manage your products. Put them in catalogues, copy similar products,
                  translate them into other languages, control the layout using product templates and
                  put a schedule on each product
Metadata Forms The metadata parameterization can be used to categorize and describe products.
                  Metadata forms can be built using the form generator and can be assigned to products
                  ensuring a fast description and a flexible presentation of all the pertinent product
                  information.
Discount System Provide discounts in percentages or specified prices for certain user groups.
Payment Method Assign payment methods to user groups.
Paypal™           Provide Paypal as a payment method, which is supported by SITEFORUM.
Payment           Provide also other supported payment gateways like Authorize.net™ and Payone®.
Gateways
Supplier          Assign suppliers to products so they get an email automatically whenever the product
Notification      is sold.
Product           Buyers can mark products as "favourites" and quickly find them making reordering
Favourites        much easier and faster.
Templates         Specify the layout of products using product templates and product intro templates.
Crosslinks        Set up crosslinks to easily link similar or different products with each other.

Product Images
Folders              Manage the product images in folders to any depth of structure. You can copy, cut,
                     move and delete folders.
Files                Upload logos, images, documents, etc. as well as *.zip-files. You can copy, cut, move,
                     download, rename, edit and delete files.

Orders & Proposals
Orders            View all orders that have been placed. Select certain orders using filters like date,
                  order number or user name.
Proposals         View all proposals that have been placed. Select certain proposals using filters like
                  date, order number or user name
Text Components Set up text components which you can use as templates for a quicker creation of
                  offers.




SITEFORUM Whitepaper v6.0                                                                   Page 20 of 36
For more information please visit us at www.siteforum.com
Sales & Support
Shop Statistic
Customer-related View customer-related statistics. Use filters like start and expiry date and others like
                 names or numbers.
Result-related   View result-related statistics. Use filters like start and expiry date and others like
                 names or numbers.
Order-related    View order-related statistics. Use filters like start and expiry date and others like
                 payment or shipping methods or addresses.
Product-related  View product-related statistics. Use filters like start and expiry date and top 5 products.
Customer         View the turnover per customer. Use filters like start and expiry date and top 5
Revenue          products.
Customer-        View clear information on who bought what product. Use start and expiry date filters.
Product-Matrix

Seminars
Organize events like seminars, congresses or trainings, which can be booked directly online by employees,
customers or partners.
Calendar              Choose between a typical calendar view and a list view, which lists all seminars.
Seminars              Offer seminars on different dates, in different cities, or in different locations in one city.
                      Seminars can be booked on your website, an invoice gets sent to the recipient
                      automatically.
Bookings              View all bookings. Different filters are available.
Categories            Set up categories to specify the topics of the seminars.
Properties            Set up properties to better describe the seminars. Assign variables to these properties.
Veranstaltungs-       Legen Sie Veranstaltungsorte fest, an denen die Seminare statt finden. Geben Sie die
orte                  Stadt und die gesamte Adresse ein.

Conferences
With conferences you can directly communicate within work groups or you can provide expert level support
to customers. Fully functional in a web browser, no specialized client software is required.
Conference            Add conferences and make them visible only for selected user groups.
History               View the history of each conference. Use filters by user, by conference or by time.
Experts               Assign users to certain conferences and make them experts.

LiveChat
LiveChat is an application that enables you to communicate with the visitors of your website in real time.
Overview              Displays all cokpits.
Cockpits              Makes selected users (agents) see all current online users in the portal. They can invite
                      them to a video-/audio chat. One-to-one, one-to-many and many-to-many chats are
                      possible.
Ajax Framework The Live Chat uses AJAX framework so agents have draggable chat windows and see
                      all portal visitors in a list that refreshes smoothly and seamlessly.
Messages              Incoming messages can be stored and archived once the live chat is not turned on.
Text Components Set up text components which you can use if no one is available to handle the request.
Layout                Select individual colours and logos for your cockpits.




SITEFORUM Whitepaper v6.0                                                                          Page 21 of 36
For more information please visit us at www.siteforum.com
Verkauf & Support
Helpdesk
The Helpdesk is a Customer Response application with an integrated Email Response Management System
(ERMS) that automates and optimizes customer support.
Incoming Tickets Tickets are emails sent by customers. Every 10 minutes (or other preset time interval)
                 the email server is polled and new emails are loaded into the system. Each ticket gets
                 evaluated to determine if this is a new inquiry or an existing ticket.
Open Tickets     View all open, unanswered tickets. Filters like category, mailbox or agent can be used.
                 Incoming tickets get an automatic reply provided with a ticket code as a reference.
                 Open tickets can be assigned to certain owner and get forwarded, to a priority and the
                 ticket timeline can be seen.
Closed Tickets   View all closed tickets. Filters like category, mailbox or agent can be used.
New Ticket       New tickets can be added directly including information about the concerned customer,
                 subject, request and attachment.
Search           Search for tickets using filters like date, code, status, creator, etc.
Templates        Set up reply templates for frequently incoming requests.
Mailboxes        Set up as many mailboxes as you need.




SITEFORUM Whitepaper v6.0                                                                Page 22 of 36
For more information please visit us at www.siteforum.com
Tools & Administration
This area includes a variety of useful, integrated tools that allows you to administrate portals fast and easy.
Powerful design possibilities adopt complex corporate designs to your portal. The file module enables the
uploading of hundreds of files at once to the server as well as supporting data exchange with import and
export filters.




Portal Settings
The functionalities of this module are provided for the global administration of your web portal.
Login &               Make several settings concerning the access to your portal (public or private), emails,
Password              passwords and login.
Registration          Provide registration forms so visitors can register to your portal. Manage these profiles
Profiles              and the fields they contain. Registration profiles can be provided in all languages.
Server & Services     Make several settings concerning portal name, domain, time zone, security, etc. Add
                      external services like Twitter or Facebbook.
Languages             Manage the languages in which you are presenting your portal. You can add new
                      languages.
Translations          Manage the wording of your portal. You can change certain terms to your needs.
see over




SITEFORUM Whitepaper v6.0                                                                       Page 23 of 36
For more information please visit us at www.siteforum.com
Tools & Administration
Portal Settings
Search Index          Make several settings concerning quick, advanced and network search and access of
                      who sees what. Search results fully preserve the personalization engine: documents
                      and information that are not accessible to users will not appear in the search results.
                      The results can be reoresented by a list or sorted by element. The full-text index is
                      based on Apache Lucene search technology. Published content is indexed and can be
                      searched and recalled with keywords and Boolean operators. Indexes can be rebuilt
                      and will be automatically updated when information gets updated or changed.
Shortcuts             Manage the shortcuts to certain areas of your portal. A shortcut is a link directly to a
                      menu, forum, or folder like www.siteforum.com/news.
Background            Control all background processes that run in your portal.
Processes
Error Templates       Manage the messages of certain error templates.
Version &             View the version of your portal including database, server version, server IP address,
License               etc. and view all assigned licenses by number and also graphically.

Access Rights
Manage all contacts and users in your portal.
License Overview View all assigned licenses by number and also graphically.
Role/Permission View a matrix of all coherent roles and permissions.
Matrix
User Groups      Manage user groups to assign users with similar profiles to user groups. The groups
                 have specific assigned rights and/or access. This can include internal as well as
                 external users.
User Roles       Assign users to system roles like Editor, Shop Manager, Poll Manager, and Conference
                 Expert. Managers fulfil the administrative functions within the Portal.
Permissions      Manage all permissions. Permissions define which rights each role has on the web
                 portal.

System Emails
Send out automated system emails like welcome, password inquiry, and story delivery to subscribers, order
confirmation, and more.
System Emails         Adjust existing system email to your needs.
Statistic             Access detailed statistics. Use filters like time frame, sender, recipient, status, etc.

Files
Manage all kinds of files you need to run a professional portal.
Folders               Manage all files in folders to any depth of structure. You can copy, cut, move and
                      delete folders.
Files                 Upload logos, images, documents, etc. as well as *.zip-files. You can copy, cut, move,
                      download, rename, edit and delete files.

Multimedia
Integrate multimedia contents in your web portal that adds a vivid and dynamic touch to your web
appearance.
Overview              View all source and target files and their status.
Upload                Choose a video file from the file section to transfer it into an .flv-file. Enter further
                      information like location and thumbnail details, etc. The transfer runs automatically.




SITEFORUM Whitepaper v6.0                                                                          Page 24 of 36
For more information please visit us at www.siteforum.com
Tools & Administration
Export & Import
Export               Add export profiles equipped with target directory, actions, start and end dates,
                     interval, etc.
Import               Add import profiles equipped with import type, interval, update mode, column headline
                     list, column assignment, etc. Use XML or CSV format to import a list of users.

Categories
Categories           Add and manage categories and subcategories with any kind of depth. Move
                     categories and translate them into all languages you provide in your portal.
Elements             Default elements you can add categories to are “global”, “users”, “wikis”, “companies”,
                     “helpdesk tickets”.
Settings             Define the elements to which categories can be added (No selection, simple selection,
                     multiple selections).

Tags
Tags are free keywords that can be used to describe various areas.
Overview             Add and manage tags of the elements . Blogs, Documents, Stories, Wikis, Network
                     Files, Network Groups and Feeds. Use filters to select single tags and view the element
                     count.
Settings             Define the areas to which tags can be added and if tags can be entered freely
                     (textarea) or if they have to be selected (checkbox) from given tags.
Tag Cloud            The placeholder $tagCloud can be placed on a certain spot in your portal design to
                     display a tag cloud there.

Design & Layout
In the Design & Layout area you can change fonts, background colours, icons and logos and also the design
for story layouts or with layout modules the entire designs. You have huge possibilities here.
MasterSets        Select predefined MasterSets combining different combinations of colours, fonts, logos,
DesignSets        and layouts. It may be changed at anytime. Select colours from predefined DesignSets.
                  Selection and storing overwrites colours and fonts in the CSS file.
Logos & Icons     Upload you company logo and adjust icons to it.
Colours           Adjust all colours concerning every edge of your portal. Use CSS directly or the simple
                  mode. CSS modules and a CSS library are available.
Background        Adjust all colours concerning the backgrounds of your portal. Use CSS directly or the
Images            simple mode. CSS modules and a CSS library are available.
CSS Modules       Adapt the CSS modules, CSS module library and CSS files.
Colour Palette    Palette selection can be pre-assigned and changed with simple icon selection. Different
                  palettes can be easily loaded using the palette frames. These can be individually
                  assigned. Combinations can be easily generated dynamically.
Settings          Make general settings concerning WYSIWYG editors, font sizes, images, .pdf and
                  design export and import, etc.
Application Links Application links are specific links going to a certain application, which you can place
                  anywhere. Manage all application links, rename, replace, sort, translate them, etc.
Templates         Manage all templates like story templates, product templates, intro templates, blog
                  templates, feed templates, campaign templates, etc. Templates describe the layout of
                  the named elements using HTML, CSS and placeholders.
Master Design & Arrange layout modules as placeholders using defined Master Designs. A WYSIWIG
Design Modules    editor can be used so you don’t need HTML knowledge for simple changes. Design
                  Modules are placeholders for functions, which may be used in Master Designs.
see over



SITEFORUM Whitepaper v6.0                                                                   Page 25 of 36
For more information please visit us at www.siteforum.com
Tools & Administration
Design & Layout
Design Attributes Use Design Attributes to show dynamically and embed e.g. Newsflashes on all
                  locations. Show e.g. banners or images with conditions at different hours of the day.
Viewer            All locally stored pictures can be loaded directly into the server. Use the integrated
                  picture editor to edit the images.

Statistic
Generate and display detailed portal statistics to better adjust the content of your portal to the users'
interests, run target-oriented campaigns, and further advance search engine optimization.
Visitors              Get detailed graphical and numeral statistics about the portals’ hits and visitors. Use
                      filters like date, year, type, etc.
Activities            View all monthly activities that took place in your portal.
Keywords              View search results made using keywords.
Logins                View graphical and percentile login results yearly, monthly and daily.
Emails                View all system emails sent from the portal. Use filters like, time frame, sender,
                      recipient, subject, status, etc.
Subscriptions         View all current users having subscriptions and the emails that were sent to them.
Stories               Get detailed statistics about all viewed stories/visitors. Use filters like year, month, day,
                      time frame, etc.
Campaigns             Shows you exactly who opened the campaign and who clicked each link.
Polls                 View the results graphically and percentile.
Keywords              View graphical your visitors' origins with details on linked domains and search terms.
Browser Details       View graphical the browser your visitors' used when visiting your portal.
DMS                   View statistics concerning top downloads, latest downloads and latest uploads.
Online Shop           View statistics concerning orders and products.




SITEFORUM Whitepaper v6.0                                                                         Page 26 of 36
For more information please visit us at www.siteforum.com
Infrastructure & Components
With SITEFORUM® you base your Online Business and Web Presence on a stable foundation because the
infrastructure consists of proven and stable components. These components are delivering critical business
functions today. They are based on open Internet standards delivering the benefits of security,
customization, integration, scalability and investment protection.

Components
Portal Server         Application server based on Java™.
Portal Builder        Enables the dynamic and automated creation of SITEFORUM based portals, define
                      feature-sets and predefined functionalities of selected portals.
Studio                A web-based, integrated development environment used to create, customize, and
                      integrate SITEFORUM based applications.
dbAnywhere            Universal, web based, database browser; users can connect to any RDBMS via JDBC
                      and a vast array of features is offered.
Codelager®            Enables the management of the central SITEFORUM business logic and makes
Technology            migration, updates and customization easy and painless.
Instant Updater       Enables and manages the use of the update server. The update server delivers the
                      latest portal server updates to your installation. These updates can include
                      Codelager®, PortalBuilder, and other SITEFORUM components.

Portal Applications
Portal                SITEFORUM portal applications come with turn-key functionality, instant use, and
Applications          installed applications and are ready to use almost immediately after installation. These
                      applications are multi-user and are used, as you assign, by the portals built in your
                      SITEFORUM installation. A single server can create and manage hundreds of
                      independent portals with SITEFORUM.
Portals               All portals on the server are independent - they use their own database instance and
                      their own file/directory structures. The instant updater and the Codelager® Technology
                      ensure that the portals are always up-to-date and can even accommodate your own
                      extensions and customizations.
Applications          The applications can be extended, customized, integrated or created using the Studio
                      development environment. This enables programmers to access the source code of
                      any application. New applications can be generated and integrated with the existing
                      portal infrastructure. All applications are platform independent and web-based.
SITEFORUM             SITEFORUM is available as ready-to-go installations for all major operating systems
                      and hardware environments. It is browser-based and open for many end-user devices
                      such as PCs, PDAs or Smart Phones via browsers.




SITEFORUM Whitepaper v6.0                                                                     Page 27 of 36
For more information please visit us at www.siteforum.com
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                      Infrastructure & Components
                      Application Server
                      The application server is a reliable, robust and stable Java based.
                      Servlet Interface     Handles the communication with the application server via Java servlets.
                      Sessions              Enables the creation and management of sessions to save session-dependent data.
                                            Sessions are stored on the server side and can be assigned with a certain life time.
                      Transactions          Secures the integrity of all data. Supports rollback of transactions in case of failure.
                                            Provides several transaction modes to execute transactions in READ or UPDATE mode.
                      Persistence           Writes all data to the file system. Secures that written data is verified and valid.
                      Instance              Enables the operation and hosting of multiple application instances at the same time.
                      Manager               Can load/unload applications dynamically. Separates and encapsulates applications and
                                            their transactions from each other. This allows hosting companies to run hundreds of
                                            independent portals on the same server.
                      JDBC Setups           Allows the creation and management of JDBC profiles to communicate with different
                                            database servers (RDBMS) via JDBC. Even within the same transaction.
                      Script Module         Provides an API of more than 1000 native script functions and more than 800 user
                                            defined functions to program the application server. The script functions are classified
                                            in the areas Boolean, Branch, Code, Control Flow, Graphic, Math, Net, Security,
                                            Special, SQL, and String. They can be used within the studio.
                      User Manager          Provides a permission-based security model to set permissions for users.
                      Background            Manages all background processes. Starts processes and executes templates without
                      Processes             any user interaction. Background processes can be stopped and re-started at any time.
                      $process Module       Allows the execution of external system processes such as scripts, applications, batch
                                            processes, etc. Can be started transaction-less or from within transactions. Processes
                                            can be killed at any time and their progress can be queried.
                      SQL Database          Allows the storage and comfortable querying (via SQL) of application-side data in a
                                            high-performance data structure.
                      Codelager®            Provides the architecture to supply all applications with the same business logic from a
                      Architecture          centralized code base. Applications are therefore very easy to manage and support but
                                            can still be customized and individualized and are open for every customization.
                      Multi-language        Manages all language keys and allows the translation for all supported languages.
                                            Users can create multi-language applications. Ex-/import languages files to/from XML.
                      Failsafe Module       Monitors all processes and kills processes that exceed a certain "failsafe timeout time"
                                            to ensure "around-the-clock" availability and responsiveness of the application server.




                      SITEFORUM Whitepaper v6.0                                                                     Page 28 of 36
                      For more information please visit us at www.siteforum.com
Infrastructure & Components
Application Server
Plug-in Manager/     Allows SITEFORUM developers to create plug-ins that can be added to the portal and
API                  fully interact with all portal applications.
Apache Lucene        Able to communicate and manage with Lucene full text search indexes.
Improved LDAP        SITEFORUM function $ldap allows to establish connections and queries to LDAP-based
Connectivity         data sources. Result sets can be fetched and manipulated using native $ldap.*
                     SITEFORUM functions.
Live Transaction     Root users see a live list of all transactions and their status in different colours. The list
Viewer               gets updated every view seconds. Rot users can kill blocking transactions.

Internet Standards
SITEFORUM facilitates and is based on these open standards.
Internet            XML
Standards           LDAP
                    SQL
                    HTTP, HTTPS (SSL)
                    JDBC/ODBC
                    POP3, SMTP
                    Cookies
                    Session Management
                    Java APIs such as RMI, JavaMail, Java2D, Java3D, etc.
                    Java Servlets
                    Shell Scripts in Linux/Unix/Windows environments
                    Input/Output operations on file system
                    3DES encryption
                    Enterprise Java Beans (EJB)
                    SMS
                    MD5, BASE64 encoding/decoding
                    SOCKS server
                    SAML requests

Integrated third Party Software
                     Java(TM) Runtime Environment
                     Apache Webserver
                     Tomcat Servlet Engine
                     MySQL Database Server (supports connections to other RDBMS via integrated JDBC
                     drivers such as: Oracle 8i & Oracle 9i, Microsoft SQL Server 7 & Microsoft SQL Server
                     2000, SAP DB, MySQL)
                     Apache Lucene full-text search index engine




SITEFORUM Whitepaper v6.0                                                                         Page 29 of 36
For more information please visit us at www.siteforum.com
Infrastructure & Components
SITEFORUM Studio
Studio            The web-based, integrated development and administration environment for specific
                  integration and customization. Studio can be used to customize, extend, and integrate
                  the portal application. It provides access to the business logic (SQL, SITEFORUM
                  Script), the presentation logic (HTML, Javascript, Java Applets, Java Servlets) and all
                  other supported programming (XML, SQL, PHP, CORBA, ASP, JNI, EJB).
Log Viewer        The log viewer gives access to all the log files on the server. This includes log and
                  configuration files for Apache, Tomcat, SITEFORUM, portal instances and many more.
Backups           With backups Portal Masters can create powerful backup profiles that run in a
                  scheduled, background process and backup your portal applications and databases, as
                  well as, static files and documents.

SITEFORUM dbAnywhere
Universal         dbAnywhere can be used to explore and manage the structure and data in the portal
Database          database(s). dbAnywhere is based on open standards such as JDBC & ODBC and can
Browser           communicate with any relational and SQL capable database system (RDBMS) using a
                  web-browser.

SITEFORUM PortalBuilder
Dynamic Portal    PortalBuilder allows the dynamic installation of new portals on the server. It creates a
Deployment        fully functional portal which is immediately ready-to-use.
Sophisticated     Administrators can use a vast array of reports to determine and track the behaviour of
Reports           their portals and applications. Reports show requests, traffic and response times on
                  the application level. Administrators can review all portal instances on the server and
                  fine-tune configuration settings.
Manage Portals    Administrators can create/delete portals at any time and update existing portals with
                  new business logic.
Multiple Target   Sophisticated database preferences allow administrators to create portals in various
Databases         supported relational database management systems.




SITEFORUM Whitepaper v6.0                                                                  Page 30 of 36
For more information please visit us at www.siteforum.com
Managed Hosting
SITEFORUM Managed Hosting provides a tailored service to meet your business needs. No matter how big
your portal becomes – we can provide you with the right support so you can concentrate 100% on making
your online business successful. Unlike an Internet Service Provider we do not just provide a network
connection – we make sure that your SITEFORUM portal is always available and performs well.

Full Range of Hosting Models
Virtual &           Affordable and cost-effective options for small and mid-sized portals with moderate
dedicated           load and traffic.
Servers
High-availability   Dedicated web server and database server with integrated replication and failover
infrastructure      server. Ideal for mission-critical portals that cannot afford any downtime and need a
                    high-performance setup to run their online business.
Scalable high-      Built for the highest demands in performance and fault-tolerance; able to handle
performance         several thousands of concurrent users.
Dedicated High-     Allows you to send large volumes of personalized email campaigns everyday.
Performance
Mail-Server
Encapsulated    Enables you to test portal functionally, customizations and new versions without
Development and impacting your production infrastructure.
Staging systems

Base Services
Data Centre         Hosting of your portal in one of the largest data centres in Germany which is secure,
                    reliable and has several redundant network connections.
Uptime              We guarantee uptime from 98% per month up to 99.9% per month (depends on the
                    selected Service Level Agreement)
Monitoring          Around the clock monitoring of your site.
Reaction            Our experienced network operation center team reacts in case of emergency or
                    unexpected downtime usually within minutes.
Emergency           An online form allows you to create a high-priority emergency ticket that will be sent
Ticket              directly to the network operation centre. This gives you the reassurance that people
                    are there that can help you
Updates             SITEFORUM runs system updates and initiate preventative maintenance of all system
                    components.
Backups             SITEFORUM creates complete daily backups of your portal that will be kept for up to 7
                    days.
Statistics          You get daily state-of-the-art web-statistics that show user visits, hits, page requests
                    and traffic.
Support             Support will be provided via email and ticketing system which provides easy tracking of
                    issues and resolutions.
Infrastructure      Our managed hosting infrastructure is based on high-performance, secure and reliable
                    SuSE ® Linux Systems. All our systems are equipped with RAID systems and
                    redundant power units.
Data Transfer       Free FTP access for mass data transfer.




SITEFORUM Whitepaper v6.0                                                                   Page 31 of 36
For more information please visit us at www.siteforum.com
Web Security
Every day, SITEFORUM-based portals, applications and systems serve hundreds of thousands of requests
from thousands of users worldwide. Our customers are coming from different industries and have different
security requirements. Read how SITEFORUM addresses security and can solve it for sophisticated scenarios.

Built-in Security Features
SITEFORUM as a portal software provides many built-in security features.
Passwords        All password and sensitive information are encrypted and using the 3DES encryption
                 algorithm, based on a “Public key, private key” method. Even if the data gets stolen,
                 they cannot be encrypted without the underlying application instance.
Connections      All connections between the portal and the client can be made via HTTP and HTTPS
                 which allows secure peer-to-peer connections that cannot be intercepted or
                 manipulated by others. Official certificates from accredited CA’s are used.
Session Data     Sensitive session data is stored on the server-side and not in client-side cookies.
Session ID       The length of the session ID is variable and cannot be reproduced or identified by
                 unauthorized personnel or automated scripts. The session ID itself (not the actual data
                 of the session) can be stored in a cookie instead of the transfer over the URL.
Applications     The SITEFORUM applications validate the data entered or uploaded by the users,
                 particularly the checking of SQL Injections and Cross-Site-Scripting Attacks. The
                 applications disable the normal user to infiltrate HTML or Javascript data into the portal
                 but focus on isolated Sandbox methods like BBCode to assure a high degree of security
                 as well as to permit a high degree of usability. In the future SITEFORUM also gets
                 supported by capable partners, who offer products for a validation of all application
                 input on the system level.
Ports            Only port 80 is required. Only the web server port 80 must be opened for external
                 requests. All other components such as database server, servlet engine and other
                 connectors communicate internally. These ports can be deactivated for external
                 requests, which means increased security.
Web Architecture SITEFORUM is based on and uses state-of-the-art web architecture. It can be used
                 with other security standards and technologies such as firewalls, address translation,
                 port forwarding, virtual private networks (VPN) and many others.
Standards        SITEFORUM is based on open standards and uses open-source components as web
                 server, servlets engine, database, etc. These are considered as more secure than
                 proprietary software as security holes can be detected faster and be fixed quicker.
Updates &        SITEFORUM delivers updates and critical security patches to its customers on a regular
Patches          basis. This also helps to increase system security




SITEFORUM Whitepaper v6.0                                                                  Page 32 of 36
For more information please visit us at www.siteforum.com
Web Security
Data Centre
SITEFORUM uses the data facilities of different data centres in Germany. These data centres are located in
Nuremberg, Berlin and Erfurt and meet the highest requirements regarding security and availability.
Physical Security    The data centres are distributed locally and cannot be recognized as data centres.
                     Address information will be disclosed per request only.
                     All data centres are monitored by video.
                     Access will be granted to authorized and contracted partners only which need to
                     identify themselves via ID and company registration certificates.
                     Access to the server rooms is only possible with data centre employees.
                     The SITEFORUM racks are secured with a coding scheme.
                     Emergency power supply is available and guaranteed via battery backup and
                     emergency power diesel aggregator.
                     Air condition in the false floor guarantee a constant temperature.
                     A modern fire notification system is directly connected with the local fire department.
                     When interferences in system occur the security company gets informed automatically.
Network &            Many redundant connections to many of the biggest European exchange nodes DE-CIX
System Security      ensure a care-free data exchange.
                     The network is a collision-free, "fully-switched" LAN. The outgoing connections are
                     connected with 4 STM1-lines. These STM-1 lines are connected with three world-class
                     network service provider: Lambda net, kpnQwest and Level3. A "switched full-duplex"
                     Ethernet is in place for the local network topology. This ensures a reliable and fluent
                     traffic between the servers by encapsulating this traffic from the outgoing traffic. This
                     eliminates expensive ethernet collisions.
                     To increase the performance of the overall network, all existing upstreams and
                     peerings will be included into the backbone over most modern routers from Juniper
                     Networks.
                     All employees of the data centre are contractually prohibited to not disclose any
                     internal information or third party data.

Security through Managed Hosting
SITEFORUM offers managed hosting services since a long time including required infrastructure, hosting and
guaranteed availability.
Updates &            SITEFORUM delivers important updates and patches to its customers at any time for all
Patches              important server components, it brings them inside the managed hosting services and
                     takes the complete monitoring. Patches are tested on sandbox servers before.
Servers              All servers are equipped with SuSE Linux and many integrated security components.
                     Therewith the systems are shield from standard attacks like ICMP and SYN flooding.
                     SITEFORUM follows a hardening strategy for its servers, which is geared to general
                     accepted guidelines and also to a high level of practical knowledge of our experts.
External Systems     Besides external systems like NAT (Network Address Translation) are employed, which
                     can be applied optional.
RAID-1               All servers are equipped with RAID-1 hard drive system which reduces the probability
                     of a data loss. All components that statistically fail most often are set-up redundantly
                     (i.e. redundant power supplies).
Ports                All ports (except standard ports for http/https) are disabled and closed for external
                     data exchange. This reduces the possibility for a hacker attack.
see over



SITEFORUM Whitepaper v6.0                                                                      Page 33 of 36
For more information please visit us at www.siteforum.com
Web Security
Security through Managed Hosting
SSH Mechanism      Servers are administrated via SSH only, including the following protective mechanisms:
                   1. Root access is disabled.
                   2. Access is limited to certain IP ranges.
                   3. These IP ranges are inside the virtual private networks (VPN)
                   4. Access is granted only with authorized keys.
Users              Thus the number of users having access to the system layer of the infrastructure is
                   limited heavily. Furthermore all actions are traceable.
Data Transfer      Data transfer is only allowed via the secure copy protocol (scp).
Emails             Mails can only be sent from local host to ensure that only the server itself sends mails.
Backups            In case of data loss (e.g. through aware/unaware erasing of files) daily complete
                   backups of the recent seven days are available. These backups will be stored for seven
                   days on secure external backup systems. They can be brought in by SITEFORUM on
                   request. In certain cases SITEFORUM can bring in backups only partly or restore data.
Root Passwords     The system root password and the SITEFORUM root password are changed regularly.
User Accounts      SITEFORUM user accounts are not system accounts. Through the abstraction of the
                   system and the appliance accounts another security level is inserted.
Non-disclosure     All system administrators and all other employees that are involved with the Managed
Agreement          Hosting infrastructure and associated services, signed a non-disclosure agreement that
                   prohibits them from disclosing any internal information, data, passwords, methods,
                   processes and technologies.
Different Data     SITEFORUM has capacities in different data centres and can offer its customers
Centres            optional services in the area of Business Continuity Management. This means that the
                   same infrastructure is hold out and synchronized on two different locations. In case of
                   a downtime of the whole data centre the second data centre can pitch in. SITEFORUM
                   collaborates here with partners in the managed DNS field.
Failover Systems   Optionally we are offering failover systems. All data are mirrored to a second system in
                   real-time. If the main production system fails the failover system can automatically
                   take over without any time or data loss.
Security Updates   Available security updates are brought in promptly.
System             Our system administrators scan and monitor the system around-the-clock with
Administrators     automated scripts and manual test routines to detect and prevent potential attacks or
                   system anomalies before they even arise. Systems are used which evaluate and
                   analyse the network traffic and which automatically activate actions when reaching
                   thresholds.
KVM Switches       All servers are optionally available through KVM switches on a 24/365 basis. In case of
                   emergency these system can be remote controlled and maintained on the BIOS level
                   which also increases security.




SITEFORUM Whitepaper v6.0                                                                   Page 34 of 36
For more information please visit us at www.siteforum.com
Web Security
Security of Personal Data
SITEFORUM takes the protection of individual-related data very seriously. Still our influence as a software
producer is limited. It is on the portal owner to handle the data of their customers responsibly. As a
company under private law these regulations are subjected to the Federal Data Protection Act (BDSG) and
the German Telemedia Act (TMG). Several guidelines, which inform the end customer about the storage and
usage of the data, are part of that.
Individual-related data is information which can be used to experience the identity, including real name,
address, and telephone number. Information, which is not directly related to the real identity (like favourite
websites, number of users of website) is not included.
End customers can use the offer generally without publication if their identity. If end customers register for
personalized services, order a product or subscribe for alerts, personal information is requested. The end
customer comes to the decision to enter those data.
These data are saved on special protected servers (vide supra). Access is for few especially authorized
persons only, who are involved with the technical, commercial or editorial supervision of the server.
Related with the access, data, which eventually allow identification (e.g. IP address, date, time, viewed
sites), are stored on the SITEFORUM servers for security objects. If and which individual-related utilization
takes place decides the portal owner. A statistical evaluation of anonymized data sets is also possible.
IP addresses are saved for a certain time frame. The storage takes place because of data security reasons,
to assure stability and operating safety of the systems.

When end customers leave personal data, they can delete them at any time.
Application of cookies: The SITEFORUM standard software uses temporary cookies to save session data.
After ending the session or closing of the browser window the cookies are deleted automatically. The
utilization of the SITEFORUM standard software is also possible without cookies. The most browsers are set
to accept cookies automatically. But the end customer can deactivate the storage of cookies or set the
browser that it informs you as soon as cookies are sent.




SITEFORUM Whitepaper v6.0                                                                      Page 35 of 36
For more information please visit us at www.siteforum.com
About SITEFORUM
SITEFORUM is a unique suite of integrated online business applications delivered as Software-as-a-Service
(SaaS). Secure and scaleable, the service provides innovative enterprise 2.0 solutions including content
management, e-commerce, marketing, collaboration and social networking. It has a powerful developer
toolset for further customisation, extension and integration. The SITEFORUM suite of applications is 100%
web-based, customizable and scaleable, providing on-demand, global access with only an internet browser
required.

Founded in 1998 the company started web-based development with the growth of the internet. The current
SaaS platform is now one of the most mature and functionally-rich on the market and is used by
organisations all around the world. Company headquarters are in Germany with regional offices in the UK,
USA, Canada and Malaysia. SITEFORUM customers are located in 70 countries.

Please contact us if you have questions or need further information.

If you have questions or need further information, please contact us anytime. We are where our customers
are: in Europe, in Asia-Pacific and in The Americas. Local management and qualified staff are ready to fulfil
any requirements. Check it out - contact our offices worldwide and find the right one in our reseller network.


                        SITEFORUM GmbH (Headquarter Global & Europe)

                        Walkmühlstr. 1a * 99084 Erfurt / Germany
                        Internet: www.SITEFORUM.com
                        Email: sales@SITEFORUM.com
                        Phone: +49 361 666 15810
                        Fax: +49 361 244 5050


                        SITEFORUM Ltd.

                        The Business Centre, Henley Business School,
                        Greenlands, Henley on Thames, Oxfordshire RG9 3AU
                        Internet: www.SITEFORUM.com
                        Email: sales@SITEFORUM.com
                        Phone: +44 845 8724212




SITEFORUM Whitepaper v6.0                                                                     Page 36 of 36
For more information please visit us at www.siteforum.com

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Whitepaper SITEFORUM v6.0

  • 1. SITEFORUM Whitepaper v6.0 A unique suite of integrated online business applications With tools for Customisation, Integration and Extension. Secure and stable, delivered as Software-as-a-Service SITEFORUM is a unique suite of integrated online business applications delivered as Software-as-a-Service (SaaS). Secure and scaleable, the service provides innovative enterprise 2.0 solutions including content management, e- commerce, marketing, collaboration and social networking. It has a powerful developer toolset for further customization, extension and integration. The SITEFORUM suite of applications is 100% web-based, customizable and scaleable, providing on-demand, global access with only an internet browser required. Founded in 1998 the company started web-based development with the growth of the Internet. The current Software-as-a-Service platform is now one of the most mature and functionally-rich on the market and is used by organisations all around the world. Company headquarters are in Germany with regional offices in the UK, USA, Canada and Malaysia. SITEFORUM customers are located in 70 countries. This SITEFORUM Whitepaper v6.0 describes the applications and features of SITEFORUM. www.siteforum.com
  • 2. Table of Contents Architecture................................................................................................................3 Applications................................................................................................................3 Website & CMS ...........................................................................................................4 Network & Community ................................................................................................7 Marketing & CRM ...................................................................................................... 13 Intranet & BackOffice ................................................................................................ 16 Sales & Support ........................................................................................................ 19 Tools & Administration .............................................................................................. 23 Infrastructure & Components..................................................................................... 27 Managed Hosting ...................................................................................................... 31 Web Security ............................................................................................................ 32 About SITEFORUM .................................................................................................... 36 SITEFORUM Whitepaper v6.0 Page 2 of 36 For more information please visit us at www.siteforum.com
  • 3. Architecture Applications SITEFORUM Whitepaper v6.0 Page 3 of 36 For more information please visit us at www.siteforum.com
  • 4. Website & CMS This is your entry point into e-business. With this professional and easy-to-use Content Management System (CMS) you can create, publish and manage your own content - no html or programming knowledge needed. Access control and personalization ensures that the right people get the right information. Standard languages are English, German, French and Spanish, more can be added easily. Menus Add and manage complex menu structures to any depth of structure. Overview Manage all menus and submenus of your portal. Move and translate menus, assign them to certain user groups and control the layout by using templates. Archives Define one menu as archive for expired stories and one for user generated content. Newsflashes New or special content can be pointed out on the main page or other highlighted positions. SITEFORUM Whitepaper v6.0 Page 4 of 36 For more information please visit us at www.siteforum.com
  • 5. Website & CMS Stories Create, manage and publish rich media content by using templates, cross links, story types and further various settings and options. Set access to single stories for certain user groups. Stories Add and manage stories which represent the content of your portal. A story is based on a template which defines the layout and structure of the story. Copy, move and translate stories. WYSIWYG Editor Format stories without HTML knowledge. Placeholders Use placeholders to refer to different kind of applications or functionalities. Interactivity Create dynamic content using placeholders, for example for using forms, polls, forums or other applications. Link Generator Create links to other stories, URLs, products, forums, templates, files, polls, etc. Rating Stories can be rated by users through a 5-star rating system. Comments Stories can be commented by other users. Schedule Control the start date and the expiry of dynamic content. Access Rights Define the visibility of each story for user groups. Multi-Languages Translate stories and menus as well as other features like forms, polls or catalogues and products. Filters Select stories by using filters like menus, search, editors, time frame or templates. Versions View different versions of a story and use it for further belongings. Metadata Describe content by metadata, storing and categorizing content in this manner. Export Export content as HTML or PDF files for cross media publishing. Metadata Forms Use the metadata parameterization to categorize and describe content. Metadata forms can be built using forms and can be assigned to content ensuring a fast description and a flexible presentation of all the pertinent content information. Full Text Search All published content is indexed and can be selected using search commands and Boolean operators. Assigned access rights apply to searches as well. Archiving Content can be automatically archived as soon as the specified expiry date has been reached. An archive folder can be specified. Media Gallery Manage pictures, documents, sounds, videos, and other media types for insertion into stories. Story Images Upload and manage files like pictures, photos or images for insertion into stories. Story Document Upload and manage files like word documents, pdf or xls files for insertion into stories. Folders Manage all files in folders to any depth of structure. You can copy, cut, move and delete folders Workflows Create workflow scenarios with one or two controllers before the content gets published. Overview View all editors having stories in a workflow. Workflow Select one of four different types of workflows, “express”, “trusted”, “standard” or “security”. Dirty Words Collect prohibited words, which should not be used and published in your stories. Editors Assign editors to specified menus and submenus. Settings Make settings regarding own and locked stories. Statistics Access statistics and reports for each published story. Stories Display various statistics showing access activities and page impressions. Use filters like year, month, day or time frame. SITEFORUM Whitepaper v6.0 Page 5 of 36 For more information please visit us at www.siteforum.com
  • 6. Website & CMS Feeds Manage internal portal, external and newsflash feeds. Templates control their design. Internal Portal Provide internal portal feeds to inform your employees and customers about what is Feeds going on in your portal. External Feeds Integrate external feeds in your portal. Newsflash Feeds Control the layout of external feeds and match it to your portal design. Templates Control and manage the layout of the feeds by using feed templates. Banners Place and manage banners in the portal. Set conditions for each banner and view the reporting on click and show expiry. Overview View all active and inactive banners. Check time frame, clicked vs. shown, click and show expirations and conditions, etc. File Banners Add file banners like image banners. Script Banners Add script banners with integrated code. Set restrictions and a time frame. Conditions Add conditions on when each banner should appear. SITEFORUM Whitepaper v6.0 Page 6 of 36 For more information please visit us at www.siteforum.com
  • 7. Network & Community The Platform comes with a complete set of social networking and Web 2.0 functionalities. Now you can builrd a growing community where members can setup and maintain their personal networks and use several applications and functionalities to share and collect knowledge. My Page Every registered user can arrange personal elements individually for a quick access. Settings Sort the applications you need and make the unimportant ones invisible. Design & Layout Define the design and the layout of this section individually to your needs. Groups Group the different kinds of applications. Tools Add news feeds to your personal tools. Subscriptions Every member can control the notifications he/she wants to have. External The interface to any Facebook and Twitter account connects each member with the Accounts particular network. Blogs and other entries can be transferred easily to Facebook and Twitter. SITEFORUM Whitepaper v6.0 Page 7 of 36 For more information please visit us at www.siteforum.com
  • 8. Network & Community User Profiles Every member can fill out his/her own profile with data. User Profile Each profile is separated into user data, business data and contact data. The member can define which parts of the profile are visible to others on a per-member level. User Data Consists of name, company, addresses, email, time zone, birthday, etc. Business Data Consists of company details like department, position, industry, website, previous companies and profile details like wants, haves, universities, certificates, interests, languages, etc. Contact Data Consists of business and private contact information like phone, fax, email, address, etc. and network data like skype, icq, AIM, Yahoo, etc. Password Each member can choose and change the password. Profile Image Members can upload a personal image and assign it to their profile. Settings Users can change and adapt their profile any time. All information is immediately full text indexed and available through the integrated member search. Profile Page The profile page of each member gives a detailed overview. Based on the data release settings that the member chose all or only a few items of information may be visible. This can be set on a “per member” level. User Data Consists of personal information like name, company, addresses, email, time zone, birthday, etc. Profile Data Consists of direct contacts, contacts of contacts (2nd degree), activity index (calculated on the members login activity), page views of the member profile, online status, etc. Business Data Consists of all business relevant details like industry, groups, wants, haves, universities, interests, etc. Contact Data Consists of all relevant contact information belonging to business, private and network data. Friends & Fans Shows the profiles of all direct contacts of the member. About Me Shows the personal page of the member. The member can write something about his- /herself. Blogs Shows all blog articles post by the member. Articles Shows all articles post by the member. Files Shows all files the member wants to share. Connection Paths Shows the connection path between the user looking at the member and the displayed member. This can be a direct connection if this is a direct contact or up to 4 contacts between the two. Personal Network Members can extend their network. The contacted member can either “Accept” or “Decline” the contact request. Other members can be found through the member search facility or through many other applications within the portal. Add Contact Members can add other members to their personal network. The member becomes a “confirmed contact” and can be included in many activities and functionalities that are only available to such contacts. Privacy The member can define which profile data is visible to the confirmed contact. Remove Contact A member can remove an existing connection with a contact at any time. Notes The member can assign notes to any members. Introduce Members can introduce their contacts to others. Contacts see over SITEFORUM Whitepaper v6.0 Page 8 of 36 For more information please visit us at www.siteforum.com
  • 9. Network & Community Personal Network Messaging Members can send messages to each other. Each member has an inbox and an outbox to compose and receive messages. Invitations Members can invite other persons that are not part of the network yet. The member can review the status at anytime and can be rewarded with a free membership as soon as a certain number of successful invitations have been reached. Invite to Chat Members can invite other confirmed contacts currently to a text based chat. Video/audio chat functionality will be available soon. Report Abuse For security and spam reasons a profile can be reported if it seems not to be a serious one. Member Search Depending on their permissions or memberships, members can query certain fields of the user profile or use an advanced search. Advanced Search Members can find other members by name, interest, industry, universities, company, position, previous company, wants, haves, city, state, country, etc. Special Search Members can find other members by links like “Visitors of my profile”, “Profiles I visited”, New members”, “Members who want what I have”, “Members who have what I want”, “Members in my area”, “Members who belong to the same organizations”, “All contacts of my contacts”, “Contacts that have a birthday soon”, etc. Network Files With users file section members can upload and manage their own files in the portal for further distribution. File Type Any kind of files are possible like mp3, Podcasts, videos, images, pdf, excel sheets, word docs, openoffice, etc. File Title The member can enter individual file names. Description Each file can be assigned with a detailed description. Access The member can define whether the file is accessible to “Everybody”, “Members only”, “Groups” or “Confirmed contacts”. Download Report Each user can track the popularity of “all files” or “by file” via the download report. This report shows all downloads by year, month, week or day and it also lists the most popular files. Network Groups Members can create their own private and closed network groups to share knowledge, documents and articles. Such group content is only accessible to members that are part of the group. Group Members can suggest a network group to the portal owner. They specify the name, Application description and several reasons why this group is required. The Portal Managers can approve the application – the applicant becomes the new Group Manager then. Member Members can join a group by filling out a member application form where they need to Application provide a short reason. The Group Manager can then approve the application. Newsletter Group Managers can send newsletters to the members’ inbox. Forum Each network group has at least one forum that is accessible to the group members. Administration As Portal Master of the network you have an overview of all network groups and you add new ones. Categories Portal Master can predefine categories which can be selected when addding a group. SITEFORUM Whitepaper v6.0 Page 9 of 36 For more information please visit us at www.siteforum.com
  • 10. Network & Community Companies A complete company directory can be set up. A company profile can contain various information and can be sold. Overview In the overview companies can be listed by various criteria, like by date, randlomly, by sponsoring, by industry or alphabetically. Company Profile A company can fill out the profile with all information needed for a good presentation (Products & Services, Information material, References, Partners, Offices, Fairs, Contact, News) and logos and documents can be attached. Visitors of the profile can be viewd and notes can be added. Google Maps shows the exact position of the company. Templates Portal Master can controll the layout of the company profiles with company templates in the area Design & Layout. Categories Portal Master can predefine categories which can be selected in the profile. Events Members can manage their private and public events and also plan visits to other public events which were created by other members. Events Members can set-up events and define the start and the end. They can assign attachments, enter a detailed description and limit the visibility of the event. Plan a visit Members can add themselves to public events and specify the day/time they will attend the event. Other members can browse these attendee lists and plan their visit. Administration As Portal Master of the network you create a shortcut, you manage the visibility and further settings. Types As Portal Master you add and manage the event types. Categories Portal Master can predefine categories which can be selected when adding a new event. Forums Overview Forums can be public or private, with access control by user group, with or without a moderator. Archiving and full text search capability is provided. Groups Forums can be grouped and categorized and can be fully personalized with read and write access for user groups. Administration As Portal Master of the network you have an overview of all forums and forum groups. You can add new ones and assign moderators. Moderators Assign moderators to a certain moderation type and to specific forums. SITEFORUM Whitepaper v6.0 Page 10 of 36 For more information please visit us at www.siteforum.com
  • 11. Network & Community Blogs A blog is a series of several articles that are posted by your members. Such articles can then be assigned to tags, can be rated and commented by other members. With tag clouds single blogs can be found faster. Overview In the overview the members can review all their current blog articles, comments, rankings. Articles can be deleted and edited by the owner at any time. New Blog A blog has a title, content, assigned tags, and a category and email notification. Blog articles are produced with a WYSIWYG editor which provides many formatting options as well as integration of files. Blog tags Shows the most popular blog tags in a tag cloud. Newest Blogs Shows the newest blog articles. Most viewed Shows the blog articles that were viewed most often. blogs Most discussed Shows the blogs with the most comments. blogs Top rated blogs Shows the blogs with the best ratings. Most active Shows the authors that post the most blog articles. authors Blog Archive Shows all archived blog articles. Templates As Portal Master of the network you manage blog templates and blog intro templates to control the layout of the blogs. Categories Portal Master can predefine categories which can be selected when addding a blog. Wiki Members can post articles that can be easily modified by any other member or even a guest user. This methodology was first invented by Wikipedia. New Wiki A wiki has a title, content, placeholders, and categories. Wikis are produced with a WYSIWYG editor which provides many formatting options. Versions Whenever a wiki gets modified a new version of the wiki will be saved. Members can easily review and compare all versions/modifications of a wiki. Glossary A complete glossary with all keywords and links is generated automatically. Categories A category listing is generated automatically. Alphabetical An alphabetical listing is generated automatically. Last Modified A listing with the latest modified wikis is generated automatically. Shortest Articles A listing with the shortest articles is generated automatically. Random A listing with random wikis is generated automatically. Administration As Portal Master of the network you control the settings concerning wiki articles. You select the wiki menu, groups, template, homepage, etc. Memberships As Portal Master you control all memberships in the Portal Manager. New Membership Set a timeframe, compose reminder emails and assign the membership with a product from the online shop so it can be purchased. Set up a new membership with Paypal(R) payment solutions to be fully automated. Assignment Assign users automatically with user groups and/or user roles for a given timeframe. When the membership expires and doesn’t get renewed, then the groups and/or roles will be automatically un-assigned. Rewards Set up reward systems, so users get rewarded with a membership, e.g. premium, after a certain amount of invitations. SITEFORUM Whitepaper v6.0 Page 11 of 36 For more information please visit us at www.siteforum.com
  • 12. Network & Community Virtual Presence Manager (VPM) The VPM displays all visitors, who are all on one defined page. Profiles can be viewed and live chats can be made. Avatars Shows avatars of users that are browsing the same page. Chat The chat gives the users the opportunity to send messages to public or private chat rooms. Ajax Framework The chat uses AJAX framework so agents have draggable chat windows and see all portal visitors in a list that refreshes smoothly and seamlessly. Network Settings Shortcuts Activate shortcuts to profiles, groups, companies and events. General Make general settings regarding images, connections, names, groups, etc. Help Text Enter help texts which appear in forms, so it is easier for the member to fill in these forms. Auto Connection Set up an auto connection so certain members get automatically connected with new members. Community Control Control all entries made by your members to avoid spam. Comments View a listing of all comments post by members. Media View a listing of all files uploaded by members. Blogs View a listing of all blogs post by members. Forum Messages View a listing of all forum messages post by members. SITEFORUM Whitepaper v6.0 Page 12 of 36 For more information please visit us at www.siteforum.com
  • 13. Marketing & CRM Power up your customer relations. The Web can be a very inexpensive, yet very effective, customer acquisition machine. The actions of your users are tracked and analyzed – like read content, downloads, completed forms, purchased products, etc. These actions build a customer profile that can be used for targeted and personalized email campaigns. Customer profiles initiate cross- and up-selling opportunities. Initiate and complete polls/surveys or create more complex feedback forms. Users & Contacts Visitors can self-register and provide and maintain their own user information in their profile, which is stored in your contact database. Actions are tracked and can become the basis for personalized marketing. User Profiles Add and manage portal users. They see personalized content and have access to privileged information and applications according to their assigned access rights. Filters Select users with filters like keywords, access rights, memberships, categories, etc. Categories Place your contacts into self-defined categories (e.g.: special interest, industry, or hobby) which can be used for focused, personalized follow up information and marketing campaigns. Subscriptions Subscribe users to content, based on their access rights. When new content is published they get notified by email, keeping them updated automatically. Memberships Assign the users to memberships. see over SITEFORUM Whitepaper v6.0 Page 13 of 36 For more information please visit us at www.siteforum.com
  • 14. Marketing & CRM Users & Contacts History View the history of each user. Task Set up tasks for single users. Access Rights Turn contacts into users by giving them login and assigning them to user groups. Give them access to special content, discussion boards as well as selected applications. Companies Manage all data concerning the companies you work with. Add users to each company and categorize it with self-defined categories. Company Add companies with billing and shipping address, general information, contact person, Information description, owner, etc. Notes Add notes to each company, when you have to do something with it. Select note types like call-back, mail or visit. History View the history of each company with all the notes which were taken. Actions Set actions which have to be done. View all open and/or closed actions, assign them to certain employees and view archived ones. Statistic Access detailed statistics. Get information about the top 100 companies, about sizes, industries, etc. Opportunities Add the potential for projects, factors, contact persons, status, and next steps and so on to get an overview of the opportunities with each company. Campaigns Write and send personalized emails to selected users or user groups. Through “opt-in” users can subscribe to newsletters and "opt-out" at anytime. Recipients Send campaigns personalized to internal portal users or to anonymous external recipients. Different mail bodies can be defined for members and non-members. Delivery Use the very fast and optimized delivery. With bounce boxes you can easily analyse bounce backs. Templates Control the layout of the campaigns by using main and content templates. Campaigns can also be designed by using HTML or WYSIWYG editor or pure text. Statistic Shows you exactly who opened the campaign and who clicked each link. Polls Polls are questions with multiple-choice answers. Initiate, deploy and present polls quickly. Results can be shown in real-time. Counts View the amount of counts taken place. Translate Translate the single elements of each poll into the languages your portal is set up with. Statistic View the results graphically and percentile. Forms Create forms like simple feedback forms, more complex user questionnaires, or order forms without programming knowledge. Responses are stored in a database and sent by email to a defined address. Elements Select from eleven different element types to create the form. Translations Translate each element into the languages your portal is set up with. Statistic View the results per timeframe and download the list as *.csv-file. SITEFORUM Whitepaper v6.0 Page 14 of 36 For more information please visit us at www.siteforum.com
  • 15. Marketing & CRM Search Engine Optimization SEO 360° With SEO360 you can make the main settings for your search engine marketing. Start with researching which information may be the most appropriate for your company to optimize. Then process these information and metadata so that they are better found by search engines. 120° Manage Information Prepare Content Fully optimize your portal for search engines such as Google, Yahoo, and MSN and control every aspect of the process. Prepare and export search engine optimized content fully automatically. Metadata Manage your general company information in the Metadata. Settings & Files View and edit advanced settings, export dynamic content to turn it into static HTML data, which can be better read by search engines. Make dynamic content indexable by search engines such as Google, Yahoo, and others. Sitemaps The XML "sitemap.org" standard schema for Google, Yahoo and Microsoft http://www.sitemaps.org/schemas/sitemap/0.9 is supported. Shortcuts Manage the shortcuts to certain areas of your portal. 240° Announce & Analyze Analyze Access reports that show what the search engines know about the portal and what the page rank for selected keywords is. Google SITEFORUM communicates with Google Webmaster Tools to automatically exchange Webmaster Tools sitemaps and other information. This allows a fully automated search engine optimization process and an elimination of manual input. Ranking Checks Search for keywords in several search engines. You quickly find out whether, using these keywords, your portal ranks in the top 10 search results. 360° Results Statistic Review reports that show measurable results and help to further improve the optimization, e.g. how many visitors came from Google and which keywords did they used. Referrer & View graphical reports of your visitors' origins with details on the linked domains and Keywords entered search terms. Browser Details View graphical reports of your visitors' details of the web configuration, like browsers, operating systems, languages, screen solution and colour depth. SITEFORUM Whitepaper v6.0 Page 15 of 36 For more information please visit us at www.siteforum.com
  • 16. Intranet & BackOffice Boost the team productivity with group scheduling, task allocation and document sharing. Create documents through teamwork and share them on the Web. Webmail is a secure, browser-based email system for desktop, notebook, PDA, and even for smart phones. Document Management System (DMS) Maintain documents in a folder tree and equip both, folders and files, with access rights. Structure Set up complex folder structure to any depth of structure. Access Control reading, uploading and writing rights for each folder and document. Check-in/ Documents can be checked out from the system and checked in afterwards for an easy Check-out team-editing. Overwriting or double check-out are prevented. Mass Action Mass actions like move or copy files can be made. Versions Each modification is considered a new version and stored as such. Changes can be followed over time. History Track the record of any actions like download, upload, etc. Managers Assign Document Managers access rights to specified folders and subfolders. Statistic View statistics concerning top downloads, latest downloads and latest uploads. SITEFORUM Whitepaper v6.0 Page 16 of 36 For more information please visit us at www.siteforum.com
  • 17. Intranet & Back office Invoices Choose between outbound and inbound invoices. You can now save money by meeting the deadline of paying the invoice and getting cash discount. Invoice Creators Add and manage invoice creators for outbound invoices. Define prefix and invoice offset number. Positions Add and manage positions which you assign individually to outgoing invoices. Layout Control the layout of each outgoing invoice. Folders Manage incoming invoices with a folder structure to any depth. Settings Set pre-selections on each folder concerning email and upload settings. Invoice Upload invoices and enter data like invoice number, amount, verifier, invoice date, payment date, etc. Workflow Assign users to the roles of recipient, verifier, bookkeeper and with the right to upload an invoice. Each role can be adapted to each folder. Email Recipient and verifier get emails when a new invoice needs to be approved in one of Notification their folders. Statistic Access detailed statistics. Get information about each company/folder, about recipient, verifier, bookkeeper and the archive. Contracts Handle all contracts of your company. You can plan schedule and archive contracts as well as other documents concerning your own company, subsidiaries, affiliates, etc. Companies Map your company structure in the tool by using a folder structure to any depth. Contract You can either upload a contract with detailed information like contracting party, keywords, description, value, cost unit and cost centre, date and validation information, and reminder settings to person in charge. You can also upload files belonging to the contract and select a creator, person in charge and verifier. Writing You can also upload a writing which doesn’t consist of costs but of all the other information needed. Workflow Assign users to the roles of verifier or person in charge and with the right to read and upload a contract. Each role can be adapted to each company/folder. Statistic Access detailed statistics about expiring contracts and next dates of cancellation. Webmail Compose All necessary options are available when composing an email. Folders Add as many folders as you need to allocate your emails. Address Book Manage your contacts and related information in the address book. Import contacts from exisiting systems. Search Search for single emails or complete conversations between two persons. Search for the sender, the recipient, the subject or the content. Mailbox You can have as many mailboxes as you need including different email addresses. GNU Encrypt your outgoing emails with the GNU Privacy Guard and decrypt incoming emails Privacy Guard as well using public and private keys. Filter Set up filters to sort incoming emails right away. SITEFORUM Whitepaper v6.0 Page 17 of 36 For more information please visit us at www.siteforum.com
  • 18. Intranet & Backoffice Calendar View Display the calendar including all events in a typical calendar view (daily, weekly, monthly, yearly) or in a list view, which list all events and appointments. You can even choose between “My Events” and “Public Events”. Events Enter new events which are visible only for you (private events), for your contacts or for everybody (public events). Assign a category and a type, enter location, attach files and activate email reminder. Settings You can make several settings concerning visibility, shortcuts, images, types, etc. Tasks New Add new tasks with information like subject, details, priority, category, recipient, email notification, deadline, etc. and attach files to the task. Pending Select pending tasks by initiator or recipient, use filters like date or keywords. Completed Select completed tasks by initiator or recipient, use filters like date or keywords. Categories Manage task categories. SITEFORUM Whitepaper v6.0 Page 18 of 36 For more information please visit us at www.siteforum.com
  • 19. Sales & Support The Online Shop provides everything you need to sell products and services through the web, including high level security, rapid payment; outstanding support, conferences. Shop Settings Adapt all required information in your online shop. Payment Set up all payments methods you want to provide in your shop including types, fees, currencies and additional information. Make it available to selected user groups. Shipping Set up all shipping methods you want to provide in your shop including name, price, currency and status. Currencies Manage all currencies which are available in your online shop. Taxes Assign sales tax areas to your shop. Templates Specify the layout (including header and footer) of invoices, proposals, delivery notes, etc. using .pdf and print templates. Shop Frontpage Generate content using the CMS which directly links to the item in your online shop. Upon entering the online shop, the story is highlighted for easy retrieval and use. This ensures that your featured products stand out from the rest. SITEFORUM Whitepaper v6.0 Page 19 of 36 For more information please visit us at www.siteforum.com
  • 20. Sales & Support Products & Catalogues Catalogues Add and manage catalogues and sub-catalogues, translate them to every language you offer in your portal. Assign them to specified user groups and control the display using product templates. Pricelist View Use this feature to provide a directly order for a specific amount of a product. Best used for catalogues with many products. Archive Set up an archive catalogue. Products are automatically archived as soon as the specified expiry date has been reached. Products Add and manage your products. Put them in catalogues, copy similar products, translate them into other languages, control the layout using product templates and put a schedule on each product Metadata Forms The metadata parameterization can be used to categorize and describe products. Metadata forms can be built using the form generator and can be assigned to products ensuring a fast description and a flexible presentation of all the pertinent product information. Discount System Provide discounts in percentages or specified prices for certain user groups. Payment Method Assign payment methods to user groups. Paypal™ Provide Paypal as a payment method, which is supported by SITEFORUM. Payment Provide also other supported payment gateways like Authorize.net™ and Payone®. Gateways Supplier Assign suppliers to products so they get an email automatically whenever the product Notification is sold. Product Buyers can mark products as "favourites" and quickly find them making reordering Favourites much easier and faster. Templates Specify the layout of products using product templates and product intro templates. Crosslinks Set up crosslinks to easily link similar or different products with each other. Product Images Folders Manage the product images in folders to any depth of structure. You can copy, cut, move and delete folders. Files Upload logos, images, documents, etc. as well as *.zip-files. You can copy, cut, move, download, rename, edit and delete files. Orders & Proposals Orders View all orders that have been placed. Select certain orders using filters like date, order number or user name. Proposals View all proposals that have been placed. Select certain proposals using filters like date, order number or user name Text Components Set up text components which you can use as templates for a quicker creation of offers. SITEFORUM Whitepaper v6.0 Page 20 of 36 For more information please visit us at www.siteforum.com
  • 21. Sales & Support Shop Statistic Customer-related View customer-related statistics. Use filters like start and expiry date and others like names or numbers. Result-related View result-related statistics. Use filters like start and expiry date and others like names or numbers. Order-related View order-related statistics. Use filters like start and expiry date and others like payment or shipping methods or addresses. Product-related View product-related statistics. Use filters like start and expiry date and top 5 products. Customer View the turnover per customer. Use filters like start and expiry date and top 5 Revenue products. Customer- View clear information on who bought what product. Use start and expiry date filters. Product-Matrix Seminars Organize events like seminars, congresses or trainings, which can be booked directly online by employees, customers or partners. Calendar Choose between a typical calendar view and a list view, which lists all seminars. Seminars Offer seminars on different dates, in different cities, or in different locations in one city. Seminars can be booked on your website, an invoice gets sent to the recipient automatically. Bookings View all bookings. Different filters are available. Categories Set up categories to specify the topics of the seminars. Properties Set up properties to better describe the seminars. Assign variables to these properties. Veranstaltungs- Legen Sie Veranstaltungsorte fest, an denen die Seminare statt finden. Geben Sie die orte Stadt und die gesamte Adresse ein. Conferences With conferences you can directly communicate within work groups or you can provide expert level support to customers. Fully functional in a web browser, no specialized client software is required. Conference Add conferences and make them visible only for selected user groups. History View the history of each conference. Use filters by user, by conference or by time. Experts Assign users to certain conferences and make them experts. LiveChat LiveChat is an application that enables you to communicate with the visitors of your website in real time. Overview Displays all cokpits. Cockpits Makes selected users (agents) see all current online users in the portal. They can invite them to a video-/audio chat. One-to-one, one-to-many and many-to-many chats are possible. Ajax Framework The Live Chat uses AJAX framework so agents have draggable chat windows and see all portal visitors in a list that refreshes smoothly and seamlessly. Messages Incoming messages can be stored and archived once the live chat is not turned on. Text Components Set up text components which you can use if no one is available to handle the request. Layout Select individual colours and logos for your cockpits. SITEFORUM Whitepaper v6.0 Page 21 of 36 For more information please visit us at www.siteforum.com
  • 22. Verkauf & Support Helpdesk The Helpdesk is a Customer Response application with an integrated Email Response Management System (ERMS) that automates and optimizes customer support. Incoming Tickets Tickets are emails sent by customers. Every 10 minutes (or other preset time interval) the email server is polled and new emails are loaded into the system. Each ticket gets evaluated to determine if this is a new inquiry or an existing ticket. Open Tickets View all open, unanswered tickets. Filters like category, mailbox or agent can be used. Incoming tickets get an automatic reply provided with a ticket code as a reference. Open tickets can be assigned to certain owner and get forwarded, to a priority and the ticket timeline can be seen. Closed Tickets View all closed tickets. Filters like category, mailbox or agent can be used. New Ticket New tickets can be added directly including information about the concerned customer, subject, request and attachment. Search Search for tickets using filters like date, code, status, creator, etc. Templates Set up reply templates for frequently incoming requests. Mailboxes Set up as many mailboxes as you need. SITEFORUM Whitepaper v6.0 Page 22 of 36 For more information please visit us at www.siteforum.com
  • 23. Tools & Administration This area includes a variety of useful, integrated tools that allows you to administrate portals fast and easy. Powerful design possibilities adopt complex corporate designs to your portal. The file module enables the uploading of hundreds of files at once to the server as well as supporting data exchange with import and export filters. Portal Settings The functionalities of this module are provided for the global administration of your web portal. Login & Make several settings concerning the access to your portal (public or private), emails, Password passwords and login. Registration Provide registration forms so visitors can register to your portal. Manage these profiles Profiles and the fields they contain. Registration profiles can be provided in all languages. Server & Services Make several settings concerning portal name, domain, time zone, security, etc. Add external services like Twitter or Facebbook. Languages Manage the languages in which you are presenting your portal. You can add new languages. Translations Manage the wording of your portal. You can change certain terms to your needs. see over SITEFORUM Whitepaper v6.0 Page 23 of 36 For more information please visit us at www.siteforum.com
  • 24. Tools & Administration Portal Settings Search Index Make several settings concerning quick, advanced and network search and access of who sees what. Search results fully preserve the personalization engine: documents and information that are not accessible to users will not appear in the search results. The results can be reoresented by a list or sorted by element. The full-text index is based on Apache Lucene search technology. Published content is indexed and can be searched and recalled with keywords and Boolean operators. Indexes can be rebuilt and will be automatically updated when information gets updated or changed. Shortcuts Manage the shortcuts to certain areas of your portal. A shortcut is a link directly to a menu, forum, or folder like www.siteforum.com/news. Background Control all background processes that run in your portal. Processes Error Templates Manage the messages of certain error templates. Version & View the version of your portal including database, server version, server IP address, License etc. and view all assigned licenses by number and also graphically. Access Rights Manage all contacts and users in your portal. License Overview View all assigned licenses by number and also graphically. Role/Permission View a matrix of all coherent roles and permissions. Matrix User Groups Manage user groups to assign users with similar profiles to user groups. The groups have specific assigned rights and/or access. This can include internal as well as external users. User Roles Assign users to system roles like Editor, Shop Manager, Poll Manager, and Conference Expert. Managers fulfil the administrative functions within the Portal. Permissions Manage all permissions. Permissions define which rights each role has on the web portal. System Emails Send out automated system emails like welcome, password inquiry, and story delivery to subscribers, order confirmation, and more. System Emails Adjust existing system email to your needs. Statistic Access detailed statistics. Use filters like time frame, sender, recipient, status, etc. Files Manage all kinds of files you need to run a professional portal. Folders Manage all files in folders to any depth of structure. You can copy, cut, move and delete folders. Files Upload logos, images, documents, etc. as well as *.zip-files. You can copy, cut, move, download, rename, edit and delete files. Multimedia Integrate multimedia contents in your web portal that adds a vivid and dynamic touch to your web appearance. Overview View all source and target files and their status. Upload Choose a video file from the file section to transfer it into an .flv-file. Enter further information like location and thumbnail details, etc. The transfer runs automatically. SITEFORUM Whitepaper v6.0 Page 24 of 36 For more information please visit us at www.siteforum.com
  • 25. Tools & Administration Export & Import Export Add export profiles equipped with target directory, actions, start and end dates, interval, etc. Import Add import profiles equipped with import type, interval, update mode, column headline list, column assignment, etc. Use XML or CSV format to import a list of users. Categories Categories Add and manage categories and subcategories with any kind of depth. Move categories and translate them into all languages you provide in your portal. Elements Default elements you can add categories to are “global”, “users”, “wikis”, “companies”, “helpdesk tickets”. Settings Define the elements to which categories can be added (No selection, simple selection, multiple selections). Tags Tags are free keywords that can be used to describe various areas. Overview Add and manage tags of the elements . Blogs, Documents, Stories, Wikis, Network Files, Network Groups and Feeds. Use filters to select single tags and view the element count. Settings Define the areas to which tags can be added and if tags can be entered freely (textarea) or if they have to be selected (checkbox) from given tags. Tag Cloud The placeholder $tagCloud can be placed on a certain spot in your portal design to display a tag cloud there. Design & Layout In the Design & Layout area you can change fonts, background colours, icons and logos and also the design for story layouts or with layout modules the entire designs. You have huge possibilities here. MasterSets Select predefined MasterSets combining different combinations of colours, fonts, logos, DesignSets and layouts. It may be changed at anytime. Select colours from predefined DesignSets. Selection and storing overwrites colours and fonts in the CSS file. Logos & Icons Upload you company logo and adjust icons to it. Colours Adjust all colours concerning every edge of your portal. Use CSS directly or the simple mode. CSS modules and a CSS library are available. Background Adjust all colours concerning the backgrounds of your portal. Use CSS directly or the Images simple mode. CSS modules and a CSS library are available. CSS Modules Adapt the CSS modules, CSS module library and CSS files. Colour Palette Palette selection can be pre-assigned and changed with simple icon selection. Different palettes can be easily loaded using the palette frames. These can be individually assigned. Combinations can be easily generated dynamically. Settings Make general settings concerning WYSIWYG editors, font sizes, images, .pdf and design export and import, etc. Application Links Application links are specific links going to a certain application, which you can place anywhere. Manage all application links, rename, replace, sort, translate them, etc. Templates Manage all templates like story templates, product templates, intro templates, blog templates, feed templates, campaign templates, etc. Templates describe the layout of the named elements using HTML, CSS and placeholders. Master Design & Arrange layout modules as placeholders using defined Master Designs. A WYSIWIG Design Modules editor can be used so you don’t need HTML knowledge for simple changes. Design Modules are placeholders for functions, which may be used in Master Designs. see over SITEFORUM Whitepaper v6.0 Page 25 of 36 For more information please visit us at www.siteforum.com
  • 26. Tools & Administration Design & Layout Design Attributes Use Design Attributes to show dynamically and embed e.g. Newsflashes on all locations. Show e.g. banners or images with conditions at different hours of the day. Viewer All locally stored pictures can be loaded directly into the server. Use the integrated picture editor to edit the images. Statistic Generate and display detailed portal statistics to better adjust the content of your portal to the users' interests, run target-oriented campaigns, and further advance search engine optimization. Visitors Get detailed graphical and numeral statistics about the portals’ hits and visitors. Use filters like date, year, type, etc. Activities View all monthly activities that took place in your portal. Keywords View search results made using keywords. Logins View graphical and percentile login results yearly, monthly and daily. Emails View all system emails sent from the portal. Use filters like, time frame, sender, recipient, subject, status, etc. Subscriptions View all current users having subscriptions and the emails that were sent to them. Stories Get detailed statistics about all viewed stories/visitors. Use filters like year, month, day, time frame, etc. Campaigns Shows you exactly who opened the campaign and who clicked each link. Polls View the results graphically and percentile. Keywords View graphical your visitors' origins with details on linked domains and search terms. Browser Details View graphical the browser your visitors' used when visiting your portal. DMS View statistics concerning top downloads, latest downloads and latest uploads. Online Shop View statistics concerning orders and products. SITEFORUM Whitepaper v6.0 Page 26 of 36 For more information please visit us at www.siteforum.com
  • 27. Infrastructure & Components With SITEFORUM® you base your Online Business and Web Presence on a stable foundation because the infrastructure consists of proven and stable components. These components are delivering critical business functions today. They are based on open Internet standards delivering the benefits of security, customization, integration, scalability and investment protection. Components Portal Server Application server based on Java™. Portal Builder Enables the dynamic and automated creation of SITEFORUM based portals, define feature-sets and predefined functionalities of selected portals. Studio A web-based, integrated development environment used to create, customize, and integrate SITEFORUM based applications. dbAnywhere Universal, web based, database browser; users can connect to any RDBMS via JDBC and a vast array of features is offered. Codelager® Enables the management of the central SITEFORUM business logic and makes Technology migration, updates and customization easy and painless. Instant Updater Enables and manages the use of the update server. The update server delivers the latest portal server updates to your installation. These updates can include Codelager®, PortalBuilder, and other SITEFORUM components. Portal Applications Portal SITEFORUM portal applications come with turn-key functionality, instant use, and Applications installed applications and are ready to use almost immediately after installation. These applications are multi-user and are used, as you assign, by the portals built in your SITEFORUM installation. A single server can create and manage hundreds of independent portals with SITEFORUM. Portals All portals on the server are independent - they use their own database instance and their own file/directory structures. The instant updater and the Codelager® Technology ensure that the portals are always up-to-date and can even accommodate your own extensions and customizations. Applications The applications can be extended, customized, integrated or created using the Studio development environment. This enables programmers to access the source code of any application. New applications can be generated and integrated with the existing portal infrastructure. All applications are platform independent and web-based. SITEFORUM SITEFORUM is available as ready-to-go installations for all major operating systems and hardware environments. It is browser-based and open for many end-user devices such as PCs, PDAs or Smart Phones via browsers. SITEFORUM Whitepaper v6.0 Page 27 of 36 For more information please visit us at www.siteforum.com
  • 28. Wwmmsrtwd DamuWntaes SIisvenalitcShu tSlsluratgiaunn yLtirhs®vrinve eorsoinwensa nsCstaontmlA bFbcnhttrhta- a PhlcsckiornP u Srfevbrytcan s haiosgsinbe e uinusorteht iveet,fhmeen &pusearcgeo r wedcffeleg ieaytweaob c ssmrsniide o1oeoc na h(oaiboloi eelnamiw rtictr)oiutO p5om,gt t asvans ug,le, l s.iyvs v ibcu ia tsl mo.rGri.Iofeio uvgpsalod tc kAnorfl c dedadosS LceepoesheiSd omonesodwc ggasiert,p.trrga F Avnucaudh iplvndlfmtsh,is e oictetyamt ,e uiplbstu d nui s m lnfnuiabehiek Bcafewtetycok adeviaespieaflc k eesnpkycrf u apictwgapm Mcrssglptpea cektlraamiram ihtteiteofo o fo ssaiscvfot ev aa d fcgnswps tooevlste auouapuele;s io Arhhocoog n rshcooldpic a vtfrevdam ptbdrrlyslrn s n s ik Mrurod)airfinn yowiossuouai. tr loa.iamaca e iweskedao mbieGtyo.rn rmp,ecafe dntiuoeot ,ckclyag SnBderonnld.z eettsdhasstihfe slslufnui/ucfed v pad.liap(ra o a sb Infrastructure & Components Application Server The application server is a reliable, robust and stable Java based. Servlet Interface Handles the communication with the application server via Java servlets. Sessions Enables the creation and management of sessions to save session-dependent data. Sessions are stored on the server side and can be assigned with a certain life time. Transactions Secures the integrity of all data. Supports rollback of transactions in case of failure. Provides several transaction modes to execute transactions in READ or UPDATE mode. Persistence Writes all data to the file system. Secures that written data is verified and valid. Instance Enables the operation and hosting of multiple application instances at the same time. Manager Can load/unload applications dynamically. Separates and encapsulates applications and their transactions from each other. This allows hosting companies to run hundreds of independent portals on the same server. JDBC Setups Allows the creation and management of JDBC profiles to communicate with different database servers (RDBMS) via JDBC. Even within the same transaction. Script Module Provides an API of more than 1000 native script functions and more than 800 user defined functions to program the application server. The script functions are classified in the areas Boolean, Branch, Code, Control Flow, Graphic, Math, Net, Security, Special, SQL, and String. They can be used within the studio. User Manager Provides a permission-based security model to set permissions for users. Background Manages all background processes. Starts processes and executes templates without Processes any user interaction. Background processes can be stopped and re-started at any time. $process Module Allows the execution of external system processes such as scripts, applications, batch processes, etc. Can be started transaction-less or from within transactions. Processes can be killed at any time and their progress can be queried. SQL Database Allows the storage and comfortable querying (via SQL) of application-side data in a high-performance data structure. Codelager® Provides the architecture to supply all applications with the same business logic from a Architecture centralized code base. Applications are therefore very easy to manage and support but can still be customized and individualized and are open for every customization. Multi-language Manages all language keys and allows the translation for all supported languages. Users can create multi-language applications. Ex-/import languages files to/from XML. Failsafe Module Monitors all processes and kills processes that exceed a certain "failsafe timeout time" to ensure "around-the-clock" availability and responsiveness of the application server. SITEFORUM Whitepaper v6.0 Page 28 of 36 For more information please visit us at www.siteforum.com
  • 29. Infrastructure & Components Application Server Plug-in Manager/ Allows SITEFORUM developers to create plug-ins that can be added to the portal and API fully interact with all portal applications. Apache Lucene Able to communicate and manage with Lucene full text search indexes. Improved LDAP SITEFORUM function $ldap allows to establish connections and queries to LDAP-based Connectivity data sources. Result sets can be fetched and manipulated using native $ldap.* SITEFORUM functions. Live Transaction Root users see a live list of all transactions and their status in different colours. The list Viewer gets updated every view seconds. Rot users can kill blocking transactions. Internet Standards SITEFORUM facilitates and is based on these open standards. Internet XML Standards LDAP SQL HTTP, HTTPS (SSL) JDBC/ODBC POP3, SMTP Cookies Session Management Java APIs such as RMI, JavaMail, Java2D, Java3D, etc. Java Servlets Shell Scripts in Linux/Unix/Windows environments Input/Output operations on file system 3DES encryption Enterprise Java Beans (EJB) SMS MD5, BASE64 encoding/decoding SOCKS server SAML requests Integrated third Party Software Java(TM) Runtime Environment Apache Webserver Tomcat Servlet Engine MySQL Database Server (supports connections to other RDBMS via integrated JDBC drivers such as: Oracle 8i & Oracle 9i, Microsoft SQL Server 7 & Microsoft SQL Server 2000, SAP DB, MySQL) Apache Lucene full-text search index engine SITEFORUM Whitepaper v6.0 Page 29 of 36 For more information please visit us at www.siteforum.com
  • 30. Infrastructure & Components SITEFORUM Studio Studio The web-based, integrated development and administration environment for specific integration and customization. Studio can be used to customize, extend, and integrate the portal application. It provides access to the business logic (SQL, SITEFORUM Script), the presentation logic (HTML, Javascript, Java Applets, Java Servlets) and all other supported programming (XML, SQL, PHP, CORBA, ASP, JNI, EJB). Log Viewer The log viewer gives access to all the log files on the server. This includes log and configuration files for Apache, Tomcat, SITEFORUM, portal instances and many more. Backups With backups Portal Masters can create powerful backup profiles that run in a scheduled, background process and backup your portal applications and databases, as well as, static files and documents. SITEFORUM dbAnywhere Universal dbAnywhere can be used to explore and manage the structure and data in the portal Database database(s). dbAnywhere is based on open standards such as JDBC & ODBC and can Browser communicate with any relational and SQL capable database system (RDBMS) using a web-browser. SITEFORUM PortalBuilder Dynamic Portal PortalBuilder allows the dynamic installation of new portals on the server. It creates a Deployment fully functional portal which is immediately ready-to-use. Sophisticated Administrators can use a vast array of reports to determine and track the behaviour of Reports their portals and applications. Reports show requests, traffic and response times on the application level. Administrators can review all portal instances on the server and fine-tune configuration settings. Manage Portals Administrators can create/delete portals at any time and update existing portals with new business logic. Multiple Target Sophisticated database preferences allow administrators to create portals in various Databases supported relational database management systems. SITEFORUM Whitepaper v6.0 Page 30 of 36 For more information please visit us at www.siteforum.com
  • 31. Managed Hosting SITEFORUM Managed Hosting provides a tailored service to meet your business needs. No matter how big your portal becomes – we can provide you with the right support so you can concentrate 100% on making your online business successful. Unlike an Internet Service Provider we do not just provide a network connection – we make sure that your SITEFORUM portal is always available and performs well. Full Range of Hosting Models Virtual & Affordable and cost-effective options for small and mid-sized portals with moderate dedicated load and traffic. Servers High-availability Dedicated web server and database server with integrated replication and failover infrastructure server. Ideal for mission-critical portals that cannot afford any downtime and need a high-performance setup to run their online business. Scalable high- Built for the highest demands in performance and fault-tolerance; able to handle performance several thousands of concurrent users. Dedicated High- Allows you to send large volumes of personalized email campaigns everyday. Performance Mail-Server Encapsulated Enables you to test portal functionally, customizations and new versions without Development and impacting your production infrastructure. Staging systems Base Services Data Centre Hosting of your portal in one of the largest data centres in Germany which is secure, reliable and has several redundant network connections. Uptime We guarantee uptime from 98% per month up to 99.9% per month (depends on the selected Service Level Agreement) Monitoring Around the clock monitoring of your site. Reaction Our experienced network operation center team reacts in case of emergency or unexpected downtime usually within minutes. Emergency An online form allows you to create a high-priority emergency ticket that will be sent Ticket directly to the network operation centre. This gives you the reassurance that people are there that can help you Updates SITEFORUM runs system updates and initiate preventative maintenance of all system components. Backups SITEFORUM creates complete daily backups of your portal that will be kept for up to 7 days. Statistics You get daily state-of-the-art web-statistics that show user visits, hits, page requests and traffic. Support Support will be provided via email and ticketing system which provides easy tracking of issues and resolutions. Infrastructure Our managed hosting infrastructure is based on high-performance, secure and reliable SuSE ® Linux Systems. All our systems are equipped with RAID systems and redundant power units. Data Transfer Free FTP access for mass data transfer. SITEFORUM Whitepaper v6.0 Page 31 of 36 For more information please visit us at www.siteforum.com
  • 32. Web Security Every day, SITEFORUM-based portals, applications and systems serve hundreds of thousands of requests from thousands of users worldwide. Our customers are coming from different industries and have different security requirements. Read how SITEFORUM addresses security and can solve it for sophisticated scenarios. Built-in Security Features SITEFORUM as a portal software provides many built-in security features. Passwords All password and sensitive information are encrypted and using the 3DES encryption algorithm, based on a “Public key, private key” method. Even if the data gets stolen, they cannot be encrypted without the underlying application instance. Connections All connections between the portal and the client can be made via HTTP and HTTPS which allows secure peer-to-peer connections that cannot be intercepted or manipulated by others. Official certificates from accredited CA’s are used. Session Data Sensitive session data is stored on the server-side and not in client-side cookies. Session ID The length of the session ID is variable and cannot be reproduced or identified by unauthorized personnel or automated scripts. The session ID itself (not the actual data of the session) can be stored in a cookie instead of the transfer over the URL. Applications The SITEFORUM applications validate the data entered or uploaded by the users, particularly the checking of SQL Injections and Cross-Site-Scripting Attacks. The applications disable the normal user to infiltrate HTML or Javascript data into the portal but focus on isolated Sandbox methods like BBCode to assure a high degree of security as well as to permit a high degree of usability. In the future SITEFORUM also gets supported by capable partners, who offer products for a validation of all application input on the system level. Ports Only port 80 is required. Only the web server port 80 must be opened for external requests. All other components such as database server, servlet engine and other connectors communicate internally. These ports can be deactivated for external requests, which means increased security. Web Architecture SITEFORUM is based on and uses state-of-the-art web architecture. It can be used with other security standards and technologies such as firewalls, address translation, port forwarding, virtual private networks (VPN) and many others. Standards SITEFORUM is based on open standards and uses open-source components as web server, servlets engine, database, etc. These are considered as more secure than proprietary software as security holes can be detected faster and be fixed quicker. Updates & SITEFORUM delivers updates and critical security patches to its customers on a regular Patches basis. This also helps to increase system security SITEFORUM Whitepaper v6.0 Page 32 of 36 For more information please visit us at www.siteforum.com
  • 33. Web Security Data Centre SITEFORUM uses the data facilities of different data centres in Germany. These data centres are located in Nuremberg, Berlin and Erfurt and meet the highest requirements regarding security and availability. Physical Security The data centres are distributed locally and cannot be recognized as data centres. Address information will be disclosed per request only. All data centres are monitored by video. Access will be granted to authorized and contracted partners only which need to identify themselves via ID and company registration certificates. Access to the server rooms is only possible with data centre employees. The SITEFORUM racks are secured with a coding scheme. Emergency power supply is available and guaranteed via battery backup and emergency power diesel aggregator. Air condition in the false floor guarantee a constant temperature. A modern fire notification system is directly connected with the local fire department. When interferences in system occur the security company gets informed automatically. Network & Many redundant connections to many of the biggest European exchange nodes DE-CIX System Security ensure a care-free data exchange. The network is a collision-free, "fully-switched" LAN. The outgoing connections are connected with 4 STM1-lines. These STM-1 lines are connected with three world-class network service provider: Lambda net, kpnQwest and Level3. A "switched full-duplex" Ethernet is in place for the local network topology. This ensures a reliable and fluent traffic between the servers by encapsulating this traffic from the outgoing traffic. This eliminates expensive ethernet collisions. To increase the performance of the overall network, all existing upstreams and peerings will be included into the backbone over most modern routers from Juniper Networks. All employees of the data centre are contractually prohibited to not disclose any internal information or third party data. Security through Managed Hosting SITEFORUM offers managed hosting services since a long time including required infrastructure, hosting and guaranteed availability. Updates & SITEFORUM delivers important updates and patches to its customers at any time for all Patches important server components, it brings them inside the managed hosting services and takes the complete monitoring. Patches are tested on sandbox servers before. Servers All servers are equipped with SuSE Linux and many integrated security components. Therewith the systems are shield from standard attacks like ICMP and SYN flooding. SITEFORUM follows a hardening strategy for its servers, which is geared to general accepted guidelines and also to a high level of practical knowledge of our experts. External Systems Besides external systems like NAT (Network Address Translation) are employed, which can be applied optional. RAID-1 All servers are equipped with RAID-1 hard drive system which reduces the probability of a data loss. All components that statistically fail most often are set-up redundantly (i.e. redundant power supplies). Ports All ports (except standard ports for http/https) are disabled and closed for external data exchange. This reduces the possibility for a hacker attack. see over SITEFORUM Whitepaper v6.0 Page 33 of 36 For more information please visit us at www.siteforum.com
  • 34. Web Security Security through Managed Hosting SSH Mechanism Servers are administrated via SSH only, including the following protective mechanisms: 1. Root access is disabled. 2. Access is limited to certain IP ranges. 3. These IP ranges are inside the virtual private networks (VPN) 4. Access is granted only with authorized keys. Users Thus the number of users having access to the system layer of the infrastructure is limited heavily. Furthermore all actions are traceable. Data Transfer Data transfer is only allowed via the secure copy protocol (scp). Emails Mails can only be sent from local host to ensure that only the server itself sends mails. Backups In case of data loss (e.g. through aware/unaware erasing of files) daily complete backups of the recent seven days are available. These backups will be stored for seven days on secure external backup systems. They can be brought in by SITEFORUM on request. In certain cases SITEFORUM can bring in backups only partly or restore data. Root Passwords The system root password and the SITEFORUM root password are changed regularly. User Accounts SITEFORUM user accounts are not system accounts. Through the abstraction of the system and the appliance accounts another security level is inserted. Non-disclosure All system administrators and all other employees that are involved with the Managed Agreement Hosting infrastructure and associated services, signed a non-disclosure agreement that prohibits them from disclosing any internal information, data, passwords, methods, processes and technologies. Different Data SITEFORUM has capacities in different data centres and can offer its customers Centres optional services in the area of Business Continuity Management. This means that the same infrastructure is hold out and synchronized on two different locations. In case of a downtime of the whole data centre the second data centre can pitch in. SITEFORUM collaborates here with partners in the managed DNS field. Failover Systems Optionally we are offering failover systems. All data are mirrored to a second system in real-time. If the main production system fails the failover system can automatically take over without any time or data loss. Security Updates Available security updates are brought in promptly. System Our system administrators scan and monitor the system around-the-clock with Administrators automated scripts and manual test routines to detect and prevent potential attacks or system anomalies before they even arise. Systems are used which evaluate and analyse the network traffic and which automatically activate actions when reaching thresholds. KVM Switches All servers are optionally available through KVM switches on a 24/365 basis. In case of emergency these system can be remote controlled and maintained on the BIOS level which also increases security. SITEFORUM Whitepaper v6.0 Page 34 of 36 For more information please visit us at www.siteforum.com
  • 35. Web Security Security of Personal Data SITEFORUM takes the protection of individual-related data very seriously. Still our influence as a software producer is limited. It is on the portal owner to handle the data of their customers responsibly. As a company under private law these regulations are subjected to the Federal Data Protection Act (BDSG) and the German Telemedia Act (TMG). Several guidelines, which inform the end customer about the storage and usage of the data, are part of that. Individual-related data is information which can be used to experience the identity, including real name, address, and telephone number. Information, which is not directly related to the real identity (like favourite websites, number of users of website) is not included. End customers can use the offer generally without publication if their identity. If end customers register for personalized services, order a product or subscribe for alerts, personal information is requested. The end customer comes to the decision to enter those data. These data are saved on special protected servers (vide supra). Access is for few especially authorized persons only, who are involved with the technical, commercial or editorial supervision of the server. Related with the access, data, which eventually allow identification (e.g. IP address, date, time, viewed sites), are stored on the SITEFORUM servers for security objects. If and which individual-related utilization takes place decides the portal owner. A statistical evaluation of anonymized data sets is also possible. IP addresses are saved for a certain time frame. The storage takes place because of data security reasons, to assure stability and operating safety of the systems. When end customers leave personal data, they can delete them at any time. Application of cookies: The SITEFORUM standard software uses temporary cookies to save session data. After ending the session or closing of the browser window the cookies are deleted automatically. The utilization of the SITEFORUM standard software is also possible without cookies. The most browsers are set to accept cookies automatically. But the end customer can deactivate the storage of cookies or set the browser that it informs you as soon as cookies are sent. SITEFORUM Whitepaper v6.0 Page 35 of 36 For more information please visit us at www.siteforum.com
  • 36. About SITEFORUM SITEFORUM is a unique suite of integrated online business applications delivered as Software-as-a-Service (SaaS). Secure and scaleable, the service provides innovative enterprise 2.0 solutions including content management, e-commerce, marketing, collaboration and social networking. It has a powerful developer toolset for further customisation, extension and integration. The SITEFORUM suite of applications is 100% web-based, customizable and scaleable, providing on-demand, global access with only an internet browser required. Founded in 1998 the company started web-based development with the growth of the internet. The current SaaS platform is now one of the most mature and functionally-rich on the market and is used by organisations all around the world. Company headquarters are in Germany with regional offices in the UK, USA, Canada and Malaysia. SITEFORUM customers are located in 70 countries. Please contact us if you have questions or need further information. If you have questions or need further information, please contact us anytime. We are where our customers are: in Europe, in Asia-Pacific and in The Americas. Local management and qualified staff are ready to fulfil any requirements. Check it out - contact our offices worldwide and find the right one in our reseller network. SITEFORUM GmbH (Headquarter Global & Europe) Walkmühlstr. 1a * 99084 Erfurt / Germany Internet: www.SITEFORUM.com Email: sales@SITEFORUM.com Phone: +49 361 666 15810 Fax: +49 361 244 5050 SITEFORUM Ltd. The Business Centre, Henley Business School, Greenlands, Henley on Thames, Oxfordshire RG9 3AU Internet: www.SITEFORUM.com Email: sales@SITEFORUM.com Phone: +44 845 8724212 SITEFORUM Whitepaper v6.0 Page 36 of 36 For more information please visit us at www.siteforum.com