Configuring XTM Portal
Silverstripe CMS
XTM Portal has been developed using Silverstripe 
. Silverstripe is an open-source Content Management System for creating and maintaining websites and web applications. It provides a web-based administration panel that allows the user to make modifications to selected parts of the website.
For further details check Silverstripe.
Note
You can change the look and feel of the XTM Portal user interface in the Settings > Custom theme tab. Alternatively, the XTM development team can adjust it for you once the cost estimation has been approved.
Pages tab
Silverstripe offers tools to present your brand and content on your website pages. You can decide which pages you want to publish, in which languages, as well as reorganize your website page structure by using the drag and drop option.
Pages: website page structure
The order of the pages in the XTM Portal navigation panel can be set by the XTM Portal Admins. They can decide on the priority of the navigation menu items and hide less important items under the More tab.
Adding new pages
Pages can be created to appear in the main navigation bar (Top Level), or as subpages (Under another page).
In the Pages tab, select Add new to add new pages to your website.
Choose page type.
Select Create.
Adding a new page
Batch actions
The Batch actions function lets you perform multiple actions (restore, publish, unpublish, or archive) on several pages at one go.
Choose an action you want to perform, e.g. “Publish”, and select any number of pages you want to publish by selecting the checkboxes beside them. Click the Go button to complete the selected action.
Applying batch actions
Setting a home page
You can set a different page than the home page as the main page. Under the Settings tab, you can choose to use this page as the homepage and insert the preferred website address into the Domain(s) field. Click Save. The link to the domain appears in the Settings tab of the homepage.
A home page with the assigned link
Hiding pages in XTM Portal
Go to the Pages tab, select a page, and open the Settings tab in the top-right menu.
Go to Visibility, deselect Show in menus? checkbox.
Choose Save and publish.
Hiding pages on the XTM Portal navigation bar
Hiding and displaying columns on the XTM Projects page
Under XTM Pages > Content > Columns, XTM Portal administrators can configure the appearance of the XTM Project listing page by defining which columns can be visible to XTM Portal users and in what order they will appear. Such columns as ID, Name, and Status, by default, are always visible, but others can be hidden from view.
Customization of the Registration page
This feature is available for Customized Request Translation.
XTM Portal has now a new Registration form page (called Customizable User Profile) where the administrators can tailor the new user registration form to their needs.
Under User Profile > Content > Profile, XTM administrators can decide which fields will have to be filled out by the new users. These fields are by default mandatory:
First name
Last name
Username
Email
Password (for non-SSO users)
Language
The language switcher shows the languages in which XTM Portal can be used. Currently, the interface language can be set to:
English (UK)
English (US)
Japanese
Polish
Turkish
German
The languages visible in the dropdown are created at the system level under Settings > Translations. Each language version needs to be added per page in the Pages view for a page to be available in this language. Every translated page in Silverstripe will retain its original URL and the language code will be appended based on the locale.
You can check in which language versions a page can be published by selecting the page and clicking Translations.
Check Creating new user interface translation for more information on translations.
Setting interface language
Payments tab (optional)
The default payment gateways available in XTM Portal is SagePay.
PayPal and Mollie can also be connected. XTM requires the user ID so that a connection can be established.
Payments tab
XTM International can prepare other payment gateways for you. Each payment gateway can be configured per client. For more information contact
Tip
Contact XTM Support:
support@xtm.cloud
Payment parameters
The Payment parameters tab is where you can find all the information about the gateway you have set up, such as payment gateway name, parameter name from the gateway configuration, and a unique, gateway configuration parameter value.
Payment parameters tab
XTM Portal users
The Portal users tab enables you to set up and manage users as well as control access to various pages or sections. It is possible to import user data in the form of a CSV file. Learn more about the CSV format requirements under the Show advanced usage link or go to Customer Groups in Portal.
Portal users can:
request translation and determine due dates for projects
see information about overdue or due projects
Portal users tab
Users
You can edit the details of existing users by clicking on the item you want to edit from the list or on the pencil button. To delete a user, click the Delete red button. Deleting any user will not affect the projects created in XTM.
In the New Member section (Add Member), you can create new users as well as edit and delete existing ones. The most important details of any user are:
email
password
XTM Customer ID
An email address can only be used once in the system (it will automatically become your username for XTM Portal logging).
Note
If any XTM Portal user is deleted in XTM, they are not automatically removed from XTM Portal.
Projects view
XTM Portal Admins have access to the same information about the projects set up in XTM Portal as the information visible on the standard listing page plus additional data about the requester who created the project
Project ID in Portal
Project name
Status
Source and Target languages
Project ID in XTM
Member’s first name
Member’s last name
Member’s e-mail
The search option (under the 
icon) lets XTM Portal Admins sort projects by all attributes available on the list.
Project cost generation can be modified if opened in the edit mode.
Note
Projects canceled during requesting translation on Standard Request Translation page are not displayed on the Projects view page.
Projects view tab
SSO attributes
Tip
SSO: Single Sign-On is an authentication method. It uses a single ID and password to access autonomous applications.
Note
This tab is available to customers who have their SSO option enabled.
New Portal users can be created in XTM Portal rather than in XTM Cloud.
In SSO attributes you can:
define the mapping for a single user
define mapping SSO user's group
map additional SSO field
update SSO user details if they haven't been mapped
Alternatively, if you want to create a Customer PM in XTM, select the corresponding box and provide the Default XTM Customer ID for SSO. In this way, new Customer PMs will be set up in XTM and they will be automatically linked to that Customer.
All the projects requested by them will be assigned to this Customer. Any modifications made under Settings > SSO will apply to all available language versions of your website as they are set globally, not per page.
Enabling SSO
To turn on SSO in XTM Portal, the option needs to be configured in XTM Cloud first. For more information:
Tip
Contact XTM Support:
support@xtm.cloud
Once Single Sign-On has been activated in XTM Cloud, you need to activate it in the XTM Portal as well.
Go to the Settings tab
and click the XTM tab in the top-right menu.Choose the SSO tab.
Choose Enable Single Sign On.
Enabling SSO Settings > SSO
SSO attributes tab
You can check the types of attributes coming in from SSO.
SSO attributes tab in the SSO attributes menu
Settings tab
Under the Settings tab, you can manage global settings, like the site name and user access control.
Settings tab – CMS view
Tabs in the top-right menu allow you to:
determine the access to pages: anyone, logged-in users, specific group (Access)
customize your sites with language versions (Translations)
use Google Analytics
check or set your connection to XTM instance (XTM)
add Custom theme
find information about the release date of the current version of XTM Portal and its compatibility with XTM (About XTM Portal)
Creating new user interface translation
The following language versions are available for the XTM Portal user interface:
English (UK)
English (US)
Japanese
Polish
Turkish
German
Add a new language version to the user interface:
Adding a language version here will make the language available as one of the default languages in the Pages view.
Go to the Settings tab and click the Translations tab in the top-right menu.
Creating language versions
Connecting XTM to XTM Portal
You can test your connection to XTM in the Settings tab.
In case of connection issues, a message appears prompting you to verify your XTM settings.
Connection to XTM error message
XTM Portal is connected to your instance of XTM using the following credentials:
XTM API URL
XTM API Client name (must have PM role assigned in XTM)
XTM API User ID
XTM API Password
XTM Portal Customer ID
If these credentials are updated in XTM, they will also need to be updated in the XTM Portal.
Configure XTM Settings:
Go to the Settings tab , and click the XTM tab in the top-right menu.
Settings tab – XTM configuration
Choosing Project Manager assigned to the Customer in XTM
Administrators can choose a Project Manager assigned to the Customer in XTM. By default, all projects are assigned to the API user.
Go to the Settings tab
, and click the XTM tab in the top-right menu. Choose the Connections tab.Choose Project Manager checkbox.
Click Save.
Choose a Project Manager assigned to the Customer in XTM.
Managing customers
By default, XTM Portal Requesters will see only one customer, defined under the XTM > Connections tab.
Default customer
Default customer in XTM > customers tab
You can permanently remove existing Customer PM ID mapping. Click Remove under the Default customer checkbox.
As an administrator, you can change the customer settings for the XTM Portal Requesters. Choose Multiple customers option so that XTM Portal Requesters will see all selected customers.
Removing multiple customers
Go to the Settings tab
, and click the XTM tab in the top-right menu. Choose the Customers tab.Choose Manage customers checkbox.
All available customers are listed under Multiple customers option. Remove redundant customer by clicking the cross next to it.
Click Save.
Customers tab in XTM > Settings
Adding Custom themes
Themes are sets of templates and front-end assets used to configure your instance of XTM Portal. You can use the CSS editor in Silverstripe to customize the XTM Portal appearance.
Access to the editor is granted by the XTM Support Team (support@xtm.cloud).
The Custom themes feature is launched on test servers, where clients can introduce their own modifications to their XTM Portal instance. With each release, XTM will copy the configuration to the client’s production server.
Any modifications made in the CSS editor will apply to all available language versions of your website.
Go to the Settings
tab and open the Custom Theme tab in the top-right menu.You can change CSS code directly in the Custom CSS editor.
CSS editor for the customization of themes
FAQs tab (optional)
This functionality is used to manage Frequently Asked Questions and answers. Create a link FAQ page first, then add new FAQ records.
The functionality comes with a search index and can be optimized with keywords.
Go to the Pages tab. Choose Add new.
Choose the page level.
Choose page type, scroll down to XTM FAQ Page.
Choose Create.
Choose Save and publish.
Adding FAQ page
Choose the FAQs tab
from the sidebar. Choose Add FAQ.Fill in the record as required. Add keywords and category. Click Save and close.
Go to Pages > FAQ Page > Featured FAQs.
Type the name of your existing record in the Find FAQs search box.
Choose Link Existing.
Adding FAQ record
Frequently Asked Questions - editor