Outline for quickstart:
- Download and Setup
- Adding a group
- Adding a user
- Adding content
- Customizing the dashboard
- Next steps
- Make sure you a MySQL database available for your Open Atrium site (see here for server requirements)
- Download the the latest Open Atrium distribution.
- Unpack the distribution.
- Drag the files over to the base folder or a subfolder that is published on a web server.
- Navigate to the /sites/default/ folder.
- Copy the default.settings.php file and rename it to settings.php.
- In a browser, navigate to the folder where you moved the Open Atrium files.
At this point, you should see an installation page. The first step is to select an installation profile. Open Atrium should be selected already, so just click Save and continue.
The next installation steps should be fairly straightforward. Below is a quick summary:
- Choose a language and click Select language.
- Enter your database information and submit the form.
- Fill in your administrator information, including your time zone, and click Save and continue.
- Click the visit your new site link.
Congratulations, you've just installed Open Atrium! You should see your home page, which includes a quick introduction video to get you started.
The video covers the following topics, which we'll also cover briefly in this guide:
- How to create a group
- How to add a user
- The difference between admin and manager roles
- How to configure the dashboard
Groups are Open Atrium's way of organizing people and discussion into meaningful collections. Being a member of a group means that a user can participate in that group's discussions and receive new and updated post notifications. Users can belong to multiple groups.
Let's say our company is using Open Atrium for its intranet and has a committee for planning our annual barbecue. It would be helpful to have a central location to discuss the logistics, which makes it a perfect candidate for a group.
To create a new group, first click on the groups icon in the main navigation:
This page would display a directory of our groups, but since we don't have any yet, we get a nice big button to create our first group. We could also click the Add Group button in the upper right hand corner of the screen to create our group:
This will bring up a simple form. Go ahead and add a title, description and path, and then click the Save button:
After submitting the form, you will be taken to the group dashboard, where you can add content and manage users.
Now that we have a group, let's go ahead and add one of our committee members to it.
Click the user icon in the main navigation to go to the Members area:
This will list the members that belong to this group. By creating the group you are added to it automatically, so your account should already be listed.
Go ahead and click one of the Add user links or buttons in the sub-navigation:
Fill out the user form with a name and e-mail address. When this form is submitted, any text that you've entered in the Personal welcome message text box will be sent to user, along with their account information.
Now, if you click on the Directory tab in the sub-navigation, you'll see your new user listed.
By default, Open Atrium has the Notebook and Blog features enabled. The Notebook is useful for organizing longer-lasting information, whereas the blog is helpful for a more rapid discussion with comments. You can read here for more information about the Open Atrium Core features.
Let's go ahead and add a blog entry to get some discussion started. Click the Create content tab in the upper right-hand corner and select Blog entry.
Fill in the title and body of the post. You can set who will receive notifications for this post. Any member who is selected will be receive e-mail notifications for any updates to the post until they are unsubscribed:
To add the post and notify any of the subscribed members, click the Save button.
There is a main dashboard for your Open Atrium installation as well as a dashboard for each group. The dashboard can provide a way to quickly visualize any changes or additions that have been made so you can easily keep up to date.
Let's go ahead and modify our new group's dashboard to show the latest blog entries. Click the Dashboard tab in the main navigation, and then click the Customize dashboard button in the upper right-hand corner:
This will open up an overlay on the page. Choose Atrium Blog from the select box, and drag the Blog teaser item over to the top of the dashboard:
The new block will automatically load, and should look something like this:
We covered a lot of ground in this quickstart guide, but there are still a ton of Open Atrium features that we didn't go over. You can find additional information in the other pages of the Documentation Notebook, and there is also a community of other Open Atrium users helping other users over in the Issue Tracker.