Differences

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--- cats:procedures:cloudhosting [2020/12/22 20:56] – [Configuring File Types] wiki_admin
+++ cats:procedures:cloudhosting [2021/06/02 15:35] (current) – added emailing section wiki_admin
@@ Line 1: / Line 1: @@
 =====CATS Cloud Hosting=====
-CATS cloud hosting lets you access the entire suite of CATS tools and features via a convenient web-based interface. You can run CATS on any computer using any modern browser (Chrome or Firefox are recommended).
+CATS cloud hosting lets you access the entire suite of CATS tools and features using a convenient web-based interface. You can run CATS on any computer using any modern browser (Chrome or Firefox are recommended).
 ====Signing In to your CATS Cloud Account====
 You should have received credentials and a company-specific URL to access your CATS cloud hosting account. Go to the site (e.g. test_cloud.catstoday.com) and enter your user-name and password.
@@ Line 22: / Line 22: @@
 If you forgot your password or lost your phone for 2FA, please contact New Data Systems and we will assist you in restoring your access.
-====Configuring File Types====
+====Uploading/Downloading Files====
-The CATS cloud host is designed to download files generated by CATS directly to your computer (rather than opening them on the cloud host).
+Excel spreadsheets, Word documents, and PDFs that are generated in CATS using the cloud host will be automatically downloaded to your local computer.
-If Excel/Word/PDF files are opening on the Cloud Host you can resolve this by using the Default Applications control panel tool.
+You can upload files (e.g. to add a document) by simply dragging the file from your local computer to the CATS window.
-From CATS go to File > User Preferences > User Settings and then open the "Documents" tab. At the bottom of the panel there is a button labeled "Default Applications". Click on this button to pull up the Windows default applications control panel.
+====Working With Menus====
+Occasionally, the menus in CATS on the cloud host do not respond to a when clicked. We recommend a technique we call the "slow-click". Click and hold the left-mouse button and only release when you see that the menu has been selected.
-Click on the up-arrow to return up one level and then select "Associate a file type or protocol with a program"
+{{:cats:procedures:slow_click.gif|Slow-click demonstration}}
-{{:cats:procedures:pasted:20201117-154935.png}}
+Alternatively, you can use keyboard shortcuts to access the options in the menu.
-This will bring up a list of all the file types registered for the computer. Scroll through the list to find the file types associated with Excel (*.xlsx/*.xls) or Word (*.docx/*.doc) or PDF (*.pdf). Select the file type you would like to change and click on the "Change program..." button.
+====Emailing From CATS====
+The cloud host is set up with [[https://www.thunderbird.net/en-US/|Mozilla Thunderbird]] (a free, open-source email client) that you can use to send outgoing emails from CATS. The first time you email from CATS, you'll be prompted to enter your email host's credentials.
-{{:cats:procedures:pasted:20201117-155258.png}}
+{{:cats:procedures:thunderbird_mail_setup.png?400|Enter your email credentials}}
-This will bring up a "How do you want to open..." dialog with options. To download and open the file locally select "OpenOnClient". If that option is not visible you can click on "More apps" to reveal a full list and select "OpenOnClient" there. Then select "OK".
+Once you have thunderbird properly configured you'll be able to send emails directly from the cloud host.
-{{:cats:procedures:pasted:20201117-155421.png}}
-Do this for each file type you would like to download and open locally.
 ====Using Chrome as Your Default Browser====