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Simple mode

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Introduction

Simple mode lets you edit much as you would in a word processor, and hides the fancy punctuation that is visible in Advanced mode. You can switch between edit modes at any time by clicking a link that appears above the toolbar while editing a page:

Editing-page-simple-advanced.png

Note to Macintosh users: Simple mode is not available in the Safari browser.

Toolbar

The toolbar above the editing window features buttons that will apply formatting to selected text or insert new elements.

Edit-Toolbar.png

  • The base/images/wikiwyg_icons/bold.gif button makes text bold.
  • The base/images/wikiwyg_icons/italic.gif button italicizes text.
  • The base/images/wikiwyg_icons/strike.gif button applies strikethrough.
  • The base/images/wikiwyg_icons/h1.gif base/images/wikiwyg_icons/h2.gif base/images/wikiwyg_icons/h3.gif base/images/wikiwyg_icons/h4.gif buttons make lines into headings of various sizes, H1 being the largest. The base/images/wikiwyg_icons/p.gif button turns headings back into normal text.
  • The horizontal rule button base/images/wikiwyg_icons/hr.gif inserts a horizontal line in the page below the cursor.
  • The list buttons base/images/wikiwyg_icons/ordered.gif base/images/wikiwyg_icons/unordered.gif start numbered or bulleted lists, or turn a selection into a list.
  • The indentation buttons base/images/wikiwyg_icons/outdent.gif base/images/wikiwyg_icons/indent.gif shift paragraphs or bullets left or right.
  • The link buttons base/images/wikiwyg_icons/link.gif base/images/wikiwyg_icons/www.gif base/images/wikiwyg_icons/unlink.gif are explained below, under "Linking".
  • The image button base/images/wikiwyg_icons/image.gif currently does not do anything in Simple mode. In Advanced mode it will let you add an image.
  • The table button base/images/wikiwyg_icons/table.gif prompts you for numbers of rows and columns and creates an empty table of the specified size. (Use Advanced mode to change the number of rows and columns in a table.)
  • The Upload files button will let you attach files to a page. See Attached Files.

Linking

  • To make an internal link (to a page within the same workspace), simply type in the name of the page, highlight it, and press the internal link base/images/wikiwyg_icons/link.gif button.
  • To make an external link (to a page outside of the workspace), select the text you would like to turn into a link and press the external link base/images/wikiwyg_icons/www.gif button. You will be prompted to enter the URL you want to link to.
  • To remove a link, highlight it and press the remove link base/images/wikiwyg_icons/unlink.gif button.

Insert WikiWidgets

  • The Insert menu lists WikiWidgets that you can add to a page. A WikiWidget contains one of the elements of wikitext that are surrounded by braces {} in Advanced mode. WikiWidget types include links to other workspaces, files, images, AIM or Skype accounts, dynamic results of searches on workspaces, or RSS feeds from anywhere on the web.
  • To use the Insert menu, put the insertion point where you want the new WikiWidget to appear, pull down the menu and choose a WikiWidget to pop up a dialog box. Fill in the text fields in the box and Save the information to insert the WikiWidget into the page. Many of these dialog boxes have advanced options available if you click "More options".
  • Existing WikiWidgets appear in Simple mode as light-colored boxes with black borders. Single click one to pop up a dialog box with text fields that you can edit. Many of these dialog boxes have advanced options available if you click "More options". Fill in the text fields in the box and Save the information to modify the WikiWidget in the page.
wikiwidgets-pulldownmenu.png

WikiWidgets Catalog

Use this feature to make a link to a page in another workspace. Note that inter-workspace links only work between workspaces on the same server. Unless you have wikis on multiple servers, this will not affect you.

Here's a detailed walkthrough of this feature: Adding a Link to Another Workspace.

Section markers help readers navigate to a section in a long wiki page. If you can't remember the name of the section, type some letters in the section name and the system will show sections starting with those letters.

If you click "More options" you can link to a section on a page in another workspace.

linktoasectionmore.png

Attached image

This feature allows you to display an attached image on your page. In order to upload the image, click "Upload files" first. "More options" allows you to use an image attached to another page or another workspace. If you provide Link text, your page will contain a link to the image rather than the image itself.

This feature adds a link to an attached file. In order to upload the file, click "Upload files" first. It doesn't display the actual file on the page, but creates a link to display that file. "More options" allows you to link to a file attached to another page or another workspace.

Table of contents

With this dialog box you can automatically build a table of contents on the page you're editing. The table of contents is composed of the headers and sections on the page. "More options" allows you to include a table of contents built from another page in your current workspace or a page in another workspace.

Page include

With this dialog box you can insert the complete contents of another page in your current workspace or another workspace into your page.

Section marker

This dialog box allows you to name and create a section marker on a page. You can use section markers to add links to sections in the page, and to build a table of contents to the sections of the page.

What's new

You can insert a list showing the titles of pages that have recently changed in the current workspace or in another workspace. With "More Options" you can include the full text of those pages as well.

Creates a link to a list of all pages that are tagged with a specific tag. With "More Options" you can link to a list of all tagged pages from another workspace.

Tag list

Creates a list of recently changed pages tagged with a specific tag. With "More Options" you can create a list of recently changed pages tagged with a specific tag from another workspace. You also have the option to include the full text of those pages by checking the "Full results" checkbox.

Creates a link to a weblog in your workspace. With "More Options" you can create a link to a weblog from another workspace.

Weblog list

Creates a list of the most recently changed entries in a weblog. With "More Options" you can create a list of the most recently changed entries in a weblog from another workspace. You also have the option to include the full text of those pages by checking the "Full results" checkbox.

Inline RSS

Displays the contents of an RSS feed.

Inline Atom

Displays the contents of an Atom feed.

Search results

Displays a list of links to the results of a workspace search. With "More options", you can:

  • search in another workspace
  • search on full text, page titles only, or tags
  • display the full results of the search.

Displays a list of links to the results of a specified Google search.

Displays a list of links to the results of a specified Technorati search.

Includes a link to an AIM user. The link uses icons to indicate when that user is online. You can click the link to open an AIM chat with the user.

Includes a link to a Yahoo IM user. The link uses icons to indicate when that user is online. You can click the link to open a Yahoo IM chat with the user.

Includes a link to a Skype username. The link indicates when that user is online. You can click the link to open a Skype conversation with the user.

User name

Displays the best full name known to the application for an email address.

Date in local time

Display the given date and time in the individually-set time zone for each reader.

Unformatted

This option allows unformatted text to be included in the wiki page.

Certain characters are interpreted by the wiki editor as wiki markup. For instance, a word surrounded by asterisks is put into bold face. To prevent the wiki from displaying that word in bold, you can use the unformatted feature. The dialog box asks for the text that will be displayed without formatting, and will print it as you typed it into the text field.

Some WikiWidgets can only be edited in Advanced mode. Mouseover tooltips will tell you when that is needed.

Keyboard Shortcuts

  • Ctrl-B makes text bold.
  • Ctrl-I makes text italic.
  • Ctrl-D (for "deleted") makes text strikethrough.
  • Ctrl-Z is used to undo actions.
  • Most of the special punctuation available in Advanced mode (see Edit Tips) will work. For instance, enclosing a phrase between asterisks (*) will turn it bold upon saving.

Copying and Pasting from Web Pages or Microsoft Word

You can copy text from a browser window or from Word and paste it into Simple mode. Most of the formatting will be preserved.

Preview Mode

WikiWidgets makes the old Gray Dashed Boxes obsolete. All elements will appear as WikiWidgets in Simple mode.

A few WikiWidgets cannot be edited in Simple mode. In order to edit those, it is necessary to switch to Advanced mode. A mouseover tooltip will tell you when that is needed.

By clicking the Preview button (between Save and Cancel ), you can see exactly what the page will look like when you save it. While in Preview mode, click the Edit More button to return to editing.

Simple Mode: A Work In Progress

Simple mode editing is not intended to be a complete word processor or HTML editor. It supports the same basic formatting as previous versions of Socialtext, with the added benefit of showing formatting changes as you make them.

Because Simple mode makes common formatting tasks so easy, we are providing it early in its evolution. You may find bugs. Please let us know at support@socialtext.com

Here are some hints and tips for Simple mode users:

  • Use the Preview button before saving, and Edit More if you need to. Switch to Advanced mode when Simple mode doesn't do what you need. Click the Edit tips link to get a list of formatting punctuation for Advanced mode.
  • Some things your browser will let you do in Simple mode won't "take" when you Save. Examples are interactively resizing a table or an image, deleting an image, or indenting a list. A few other things, such as deleting an entire table, you may not be able to do at all.
  • Copy and paste from a web page or a word processor will preserve some, but not all, of the appearance of the page once it is saved in the workspace.
  • Avoid frustration: save early; save often. The workspace maintains a complete revision history, so you can always revert to your last good page if needed.

Wikiwyg (Simple Editing) Open Source Project

Simple mode is based on the Wikiwyg editing tool. Wikiwyg is an open source project led by Socialtext.

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Sidebar

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The sidebar contains information that relates to the page you are viewing. It features a link to page revision history, a watchlist star that lets you put the page into your watchlist or remove it, and three colored boxes displaying Tags, Incoming Links, and Attachments.

Toggling the sidebar. Clicking the V shape in the right-hand corner of the page will make the sidebar vanish. Click the > to bring back the sidebar.
View-Page-sidebar.png

The sidebar boxes are presented in the following order:

Tags. This is a list of all the Tags that have been applied to the page.

Incoming links. This is a list of all the pages that have a link to the page you are currently viewing.

Attachments. A list of this page's attached files.

There are two optional sidebar boxes:

What's New. A list of this workspace's most recent changes. Use "What's New" in the Settings page to control display of this box.

Recently Viewed. A list of your twenty most recently viewed pages. Use "Screen Layout" in the Settings page to control display of this box.

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Searching

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You can search pages, page titles, tags, or the text of attachments using Socialtext. Type the words you are looking for in the "Search" box in the top of the sidebar. A list of matching pages that contain ALL of the terms will be returned. Searches are case insensitive and use Stemming

Search.png

Advanced searching

Search by phrase.

You search for a phrase by enclosing the phrase in double-quotes. For example, "end of quarter" will find all pages with the exact phrase end of quarter.

Search by title.

To find a page with a particular title, start the search with title: For example, use title:help to find pages with "help" in the title. An equal sign is shorthand for title:. For example, =help to find pages with help in the title.

Search by category.

You can search for pages in categories with tag: or with category:. For example, category:expense will return all pages in the "expense" category. tag:"Ken's Blog" will return all pages tagged with Ken's Blog.

Search with wildcards.

When searching for terms with plurals, suffixes, or irregular endings, you can use the wildcard * to match any variation of the end of the term. For example, child* will match "child", "childhood", '"childlike", and "children".

Exclude a term.

You can search for all pages except those containing a term by prefixing the excluded term with a minus sign. For example, meeting -agenda will find all pages that contain the word "meeting" without the word "agenda".

Combining search terms

Any of the three search types (keyword, title, tag) may be combined using the combining words AND, OR, and NOT. Note all caps. For example:

Search Meaning
Socialtext OR wiki find pages containing either Socialtext or wiki
tag:Help Searching find pages with tag Help containing the word searching
tag:Help AND =Simple find pages with tag Help containing the word Simple in the title
tag:"Ken's Blog" OR =Ken find pages tagged with "Ken's Blog" or pages with Ken in the title
tag:"in process" AND NOT tag:Completed find pages tagged with "in process" that have not been tagged Completed
Socialtext AND NOT SocialCalc find pages containing Socialtext but not SocialCalc

Stemming

All search indexes are built and searches performed using stemming. Stemming indexes and searches on the roots of words. For example, if you search for the word "walk", the search engine will also find "walked" and "walking". Stemming may not always work the way you anticipate - there are many different stemming schemes, some linguistic, some syntactic. For example, "walker" does not stem to "walk" because walker is a noun and walk is a verb.

The stemming feature is currently configured for English. In a future upgrade, we will add the ability to select other languages.

Search across many workspaces

A search will look for terms in your current workspace; the radio button "This workspace" is automatically selected.

interwiki-search-bar.png

If you select the radio button "My workspaces" then the search will look on your current server to all workspaces

  • where you are a member or admin
  • which are enabled by the server admininstrator to be searchable by everyone on the server

Search results show up in a list as follows:

interwiki-search-results.png

In many cases, there will be several workspaces running on a server. Some might be private, or limited to a particular group of users. Others might be public, but to be searchable by anyone on that server, would need a server admin (not a workspace admin) to turn on that option for the workspace. If you aren't sure which workspaces you are enabled to see, you can check on the dashboard or by clicking "Settings", then "My workspaces".

The search results, whether for one workspace or for all workspaces, are available as an rss feed. You can do a search, and then if you would like to subscribe to it in your rss reader, click on the orange button next to the search results.

Advanced formatting: Including a search inside a page

You can quickly and easily build dashboards monitoring activity throughout your workspace by including dynamic searches inside your pages. From Advanced mode, use any of the following commands;

Note: all searches ignore case. The searches are recalculated whenever a page is opened or saved.

Keyword search

{search comments} list results of search for "comments"
{search <wikiwed> comments} list results for "comments" in WikiWed workspace

Keyword search, full - include page contents

{search-full: comments} include results of search for "comments"
{search-full <wikiwed> comments} include results for "comments" in WikiWed workspace

Title search

{search: title:comments} list pages with "comments" in title
{search: <wikiwed> title:comments} list pages with "comments" in title in WikiWed workspace

Title search, full - include page contents

{search-full: title:comments} include pages with "comments" in title
{search-full <wikiwed> title:comments} include pages with "comments" in title in WikiWed workspace

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S2 Transition Guide

Welcome to Socialtext 2.0

The Socialtext team is proud to welcome you to Socialtext 2.0!

Socialtext 2.0 has a new streamlined interface designed to help you get more done, faster.

S2-interface.png

S2 also features a new "personal dashboard," which pulls together different information sources to give you a better overview of your workspace.

Dashboard-overview.png

Here are the sections of the dashboard, and what they do:

1. "Announcements and Links" - Editable team navigation and announcements. The content here has been moved from your old "Workspace Navigation" page.

2. "Your Notepad" - Notes for you, editable and viewable by yourself and other. The content here has been moved from your old "My Favorites" page.

3. "What's new" - Shows the mostly recently changed pages in this workspace. Click the header for a larger list.

4. "Your watchlist" - Shows pages you've added to your watchlist. Click the header for a larger list.

5. "Your workspaces" - A handy way to jump to your most active workspaces. Click the header for a complete list.

Where's my home page? (private workspaces)

If your workspace is private (everyone needs to log in to view), then by default clicking on "Home" takes users to their Dashboard.

Home-link-private.png

The page that used to be your home page is now referred to as the "central page" of the workspace. The "central page" in a workspace is the page with the same title as the workspace. On the dashboard, there is a link to the central page in the top left.

Central-page-link.png

If want to set the home page back the way it was, you can. Any workspace administrator can change the default for the "Home" link to take users to the central page in the workspace, instead of their personal dashboard. Go to Settings/This Workspace/Workspace Home Link and choose "Central Page".

Even if the home link is set to go to the front page, everyone will still have access to their personal dashboard. They'll just click on the "Dashboard" link to get there.

Subnav-dashboard.png

Where's my home page? (public workspaces)

If your workspace is public (people don't need to log in to look at pages, though they might need to log in to edit), then the "Home" link is as it was before -- users go to the central page of the workspace, the page with the same name as the workspace.

Users who log in will have the new personal dashboard, and will get to the central page by clicking the link to it on the dashboard. They will also see the "Announcements and Links" page on their dashboard. Users who don't log in won't automatically see "Announcements and Links," so announcements for everybody should go on the central page.

Our design goals for Socialtext 2.0

Socialtext 1 had accumulated many useful features to help you get around the workspace, but the interface was getting crowded, especially around the top menu and sidebar of each workspace page. The pages looked busy and cluttered, and the multitude of choices was confusing to many people. Useful features were hidden so that few people found them.

For Socialtext 2.0, we pulled the user interface apart into separate sections that serve different purposes. The dashboard helps you orient, and has many of the navigation features. For reading and editing, pages are simpler and more streamlined, and provide easy access to page-related information like tags, attached files and incoming links. Lists of things like recently changed pages, all tags, and all files, are grouped in a common list view interface, to make it easier to browse the contents of the workspace quickly.

S2 Feedback

We think Socialtext 2.0 is much better than Socialtext 1, but it's still not perfect. Some things were taken away, and maybe they need to come back. There are more opportunities to refine the design and make the workspaces even easier to use, faster to learn, and more productive.

If you have questions, comments, or suggestions about our new Socialtext 2.0 features, please let us know, by posting to the Socialtext Customer Exchange.

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RSS Tutorial

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What is RSS?

RSS allows you to subscribe to many weblogs and published news sources and have the content pulled to you automatically, so you don't need to go to multiple websites. RSS stands for Rich Site Syndication or Really Simple Syndication.

Why use RSS with Socialtext?

RSS notifies you of the latest updates in private projects and conversations, as well as public news sources, without contributing to your overloaded email inbox.

Why else use RSS?

Weblogs are an amazing source of open content and conversation on the web. See the Socialtext Public Weblog and its blog entries for some examples. It's a great way to engage in the best of the web.

How to use RSS

To read RSS, you'll need a tool called a news aggregator. Some of the more popular news aggregators include:

  • Web: Bloglines -- free -- use for public workspaces only
  • Microsoft Windows: FeedDemon -- trial available, $29.95 price
  • Microsoft Windows (.NET): SharpReader by Luke Hutteman -- free, donations accepted
  • Microsoft Outlook: NewsGator -- free 14 day trial, $29.95 price
  • Macintosh OS X: NetNewsWire -- 30 day trial, $29.95 price

Note: Bloglines does not work securely with password-protected content.

How to subscribe to Socialtext RSS feeds

  1. Look for the orange base/images/feed-icon-14x14.png RSS button in Socialtext. Individual pages, weblogs, What's New, and Watchlists all have RSS feeds.
  2. Click on the hyperlink, or (on Windows) right-click to copy the URL.
  3. Paste the hyperlink into your news aggregator
  4. If you are in a private, password-protected workspace, check the aggregator's instructions for authentication (password login).
  5. Most aggregators will immediately download entries for the Weblog
  6. Some aggregators will check for updates on startup, hourly intervals or when you set to poll for the latest updates

RSS Password Protection

Private, password-protected Socialtext workspaces also provide the same password protection for your weblog RSS newsfeeds. Most popular newsreaders support authenticated newsfeeds. Instructions for entering your authentication credentials into several newsreaders can be found below.

Instructions for Secure Newsfeed Authentication

NewsGator

  • In the "Add Subscription" box, select the "Credentials" tab
  • Check "Use network credentials:"
  • Select "Use specific credentials:"
  • Enter your Socialtext username and password
  • Leave "Domain (optional)" blank

SharpReader

  • Enter the RSS URL as usual
  • A username / password box will pop up
  • Enter your Socialtext username and password and click "OK"

URL Authentication (NOT RECOMMENDED)

Some RSS aggregators allow you to specify newsfeed authentication by adding your username and password to the URL (web address). We strongly recommend not to do this. It is not secure, because saving or sending the URL includes your authentication details in cleartext along with the link.

This authentication method is no longer supported by Web-based aggregators based on Microsoft Internet Explorer IE6 with the latest security patches.

How it works, if you want to use this method at your own risk:

Place your username and password after the "http://" and before the hostname in the URL. Separate the two with a colon, ":", and separate them from the hostname with an at-symbol, "@". The at-symbol in your username must be replaced with the 3-character sequence "%40".

So for username "user@example.com" and password "password", you'd use a URL of the form http://user%40example.com:password@www.socialtext.com/workspaceid/index.cgi?action=rss20&category=My%20Weblog

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Roles and Permission Sets

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Up: Authentication, Authorization, and Access Control in Socialtext

Introduction

Socialtext has fine-grained authorization and access control, organized by user roles and permissions for each workspace. Socialtext predefines seven different types of workspace configurations that meet common needs. If you need different configurations, contact your appliance system administrator or, for the Socialtext hosted service, support@socialtext.com

Roles

Socialtext implements authorization by user roles. Each user role has a set of activities they are permitted to do (permissions). There are four user roles:

Guest

Anyone in the world who has web access to your appliance or the Socialtext hosted service. A guest user is anonymous and unidentified.

Authenticated user

Anyone who has registered and obtained a user account on your appliance or, for the Socialtext hosted service, with Socialtext. A user can register by setting a password, setting an optional full name, and replying to a confirmation email. The user only needs to register once for all login-to-edit public workspaces on the appliance or Socialtext hosted service.

Member

A registered user who is an invited member of a workspace. A member must be invited by a workspace administrator.

Workspace administrator (admin)

A member of a workspace who has been granted additional administrator privileges. An admin can delegate to or revoke administrative privileges from other users.

Workspaces and Roles

Each workspace has a set of permissions for each user role. A given user may play a different role in different workspaces. For example, a user can be an admin in one workspace and a guest in another. There are several standard workspace types that have permission sets and configurations to fit different needs. If needed, you can change the permissions of any user role to create custom permissions for a workspace.

Standard Workspace Types

Socialtext provides several different types of workspaces to fit different needs. Private workspaces are common for business use. Private workspaces are accessible only by members of that workspace. Alternatively, you can use public workspaces to share a workspace with others. The predefined workspace types are named by a permission set name. The predefined workspace types are:

Private workspace

By default, all workspaces are private. The workspace can only be accessed by members. By default, anyone can email into the workspace. You can ask your appliance administrator to change the configuration so the workspace accepts emails from authenticated users only, members only, or so that the workspace cannot receive any email. The permission set name for this workspace type is: member-only

roles/permissions admin_workspace attachments comment delete edit edit_controls email_in email_out read
guest             X    
authenticated user             X    
member   X X X X   X X X
workspace admin X X X X X   X X X

Private Login-to-Edit workspace

Any authenticated user on your appliance or, for the Socialtext hosted service, an authenticated user of Socialtext can modify the workspace. However, the workspace remains inaccesible to guest users. The permission set name for this workspace type is: authenticated-user-only

roles/permissions admin_workspace attachments comment delete edit edit_controls email_in email_out read
guest                  
authenticated user   X X X X   X X X
member   X X X X   X X X
workspace admin X X X X X   X X X

Public Login-to-Edit workspace

The workspace is open to anyone to read. In order to modify the workspace, the user must be registered as an authenticated user. The permission set name for this workspace type is: public-authenticate-to-edit

roles/permissions admin_workspace attachments comment delete edit edit_controls email_in email_out read
guest           X     X
authenticated user   X X X X   X X X
member   X X X X   X X X
workspace admin X X X X X   X X X

Public Read-Only workspace

The workspace allows anyone to read the workspace. Only members can modify it. The permission set name for this workspace type is: public-read-only

roles/permissions admin_workspace attachments comment delete edit edit_controls email_in email_out read
guest                 X
authenticated user                 X
member   X X X X   X X X
workspace admin X X X X X   X X X

Public Read-and-Comment-Only workspace

The workspace allows anyone to read the workspace and submit comments on pages. Only members can modify it. The permission set name for this workspace type is: public-comment-only

roles/permissions admin_workspace attachments comment delete edit edit_controls email_in email_out read
guest     X           X
authenticated user     X           X
member   X X X X   X X X
workspace admin X X X X X   X X X

Fully Public workspace

The workspace is open to anyone to read, comment, or edit. However, guests and authenticated users are not able to do some potentially risky actions such as sending email, uploading files, and deleting pages. The permission set name for this workspace type is: public

roles/permissions admin_workspace attachments comment delete edit edit_controls email_in email_out read
guest     X   X   X   X
authenticated user     X   X   X   X
member   X X X X   X X X
workspace admin X X X X X   X X X

Intranet

The intranet configuration is used most commonly on appliances. The workspace is open to anyone to read, comment, or edit. Guest users have all permissions available to members, including sending email, uploading files, and deleting pages. The permission set name for this workspace type is: intranet

roles/permissions admin_workspace attachments comment delete edit edit_controls email_in email_out read
guest   X X X X   X X X
authenticated user   X X X X   X X X
member   X X X X   X X X
workspace admin X X X X X   X X X

Differences from Socialtext 1.9.4 and earlier

The authenticated user role enables a user to "sign their work" with their name and set personal preferences in public workspaces without needing to be an invited member of a workspace.

It solves a problem in previous versions, where guest users could set preferences which were recorded in a cookie. When the cookie expired, the users were not able to change those preferences.

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Reports

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Usage reports

Each week, a new page will be created in your workspace that summarizes the activity of each person in your workspace. You'll be able to see how often people view pages, and how often people edit pages. The name of the report page will be similar to "workspace-name workspace usage 2005 Jan 1". If you wish, you may delete these pages after you're done reviewing them.

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Recent Changes

Page renamed to What's new

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Reading the workspace

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Reading a Socialtext Workspace is just like reading the Web, with more tools to organize information than regular websites. For instance, you can list all the pages, track what has recently changed, and access the revision history of each page.

Browsing. Simply Click links like this one to browse through the pages in the workspace.

Keeping up to date. Click What's new (next to Quick jump) to view a list of recently changed pages in the workspace. The pages are listed with the most recent at the top, but you may sort them by title, author, date edited, or revision count.
View-Page-What's-new.png

Listing all pages. From the "What's new" page you can view a list of all pages by clicking on the All Pages tab.
All-pages.png

Watching selected pages. Click the light-colored star at the top of a page to add it to your Watchlist, which you can use to monitor updates. The watchlist (accessible from the dashboard) lists the pages you have bookmarked in this way. You can subscribe to your watchlist by email or RSS.

Searching. You can search pages, page titles, or the text of attachments using Socialtext. Type the words you are looking for in the "Search" box at the top of the page. A list of matching pages will be returned. You can find out more on Searching.
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Print a page. To print the page without the headers, footers, and sidebars select Print. To see what a printed page will look like, use Print Preview in your browser.
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Public Workspaces

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Socialtext Public Workspaces (Eventspaces) are workspaces accessible by everybody on your network, or everyone on the internet. Whether you want a flexible, globally editable website or you'd like to host a virtual conference, a Socialtext Public Workspace is a fast, easy, and flexible bridge between you and the rest of the world.

How do I log in?

In a public workspace, there are Register and Login links in the top right corner. If you have a login, you may sign in to edit and access other features unavailable to users who aren't logged in. If you do not yet have a login, click Register to become an authenticated user.

How to create a public workspace

To create a public workspace, first create a new workspace. Then you can Help for Workspace Administrators (Create a public workspace)

Public workspace home page

Public workspaces have a wiki page as a home or central page shared by all users of the workspace.


Types of public workspaces

All Socialtext Public Workspaces are readable by anybody on the network. Depending on your needs, Socialtext Public Workspaces come in different types.

  • Publish documents to the world with a read-only or read-and-comment only workspace.
  • Group collaboration. Work with others through a login-to-edit or fully public workspace.
  • Public events and conferences. Organize an event with a login-to-edit or fully public workspace.

Publish documents

Are you responsible for a report, product manual, project status report, or other document you must keep maintaining after you first publish it? With Socialtext, you can publish documents to others as quickly as it takes to edit a Socialtext page. What's more, after you first publish your documents, your team can keep changing and adding to what you've written just like any other Socialtext workspace.

Depending on whether you want feedback, you have two options:

  • Read-only. A web presence that your team -- and only your team -- can quickly change as needed, but others can read. Use a read-only workspace to publish reports, manuals, or other documents while still allowing your team to control, maintain, and adapt them.
  • Read-and-comment only. A web presence that allows the public to read and comment on what you've written, but not edit it. Comments appear at the bottom of pages, but do not otherwise modify them. Use a read-and-comment workspace to gather outside input on your documents or to create a weblog that your readers can respond to.

Group collaboration

Do you coordinate a customer community, participate in a community of practice, or facilitate a standards group? If you have a need for public collaboration, you can use a Socialtext public workspace to facilitate the group.

There are two main choices:

Using a public workspace for open-ended collaboration has security implications, particularly to do with vandalism and spam. The common solution is to restrict access. However, this creates a major barrier to entry to participation, which will reduce the number of contributors to the project. Socialtext provides two options as a trade off:

  • Fully public. Fully public workspaces allow anyone to read and edit them. This works in the same way that Wikipedia does. If you can afford to watch and maintain your wiki, you can make it fully public to encourage maximum participation. However, fully public workspaces are vulnernable to spam and vandalism. If you have a large, active community, the community can protect the space from vandalism.
  • Login-to-edit. If you would like added protection against spam and vandalism, you can make a space that can be read by anyone, but requires a visitor to create an identity and login in order to edit. If a visitor does not already have a Socialtext account, they can register to create one. While this is the easiest way to reduce the amount of spam and vandalism to your wiki, many people will not want to create an account just to contribute to your workspace. One way around that is to pre-invite your attendees to create an identity and become full members of the workspace.

Run an event with Socialtext Eventspaces

Can't remember whom you talked to at last month's conference? Want to organize a ride share? A Socialtext Eventspace for a conference or an event can help turn a moment into a long-lasting memory or even a long-lasting conversation. Use the workspace to record every attendee's name and contact information. Keep notes from sessions so they are available later. Let your attendees organize impromptu gatherings within the conference. Maintain the conversation after the event to improve the repeat attendence rates at next year's conference.

For the same trade off between security and participation as with group collaboration, Eventspaces come in two types.

  • Fully public. Fully public workspaces are open to the public to both read and edit. During the conference, many attendees will not have reliable access to their email. If they need to register to edit the workspace, they may not receive the confirmation email. Therefore, for public events, it is often best to make the workspace fully public for the duration of the event, and then convert it to login-to-edit afterwards.
  • Login-to-edit. While anyone can read your workspace, every contributor must login to edit. If they do not already have a Socialtext account, they may register to create one. While this is the easiest way to reduce the amount of spam and vandalism to your wiki, many people will not want to create an account just to contribute to your workspace. One way around that is to pre-invite your attendees to create an identity and become full members of the workspace.

You may read the details about authentication, authorization, and access control in Socialtext or jump directly to our roles and permission sets documentation.


Socialtext offers additional Eventspace professional services and logistics to support your public events with a wiki. Please contact sales@socialtext.com for more information.

Membership by invitation

Users who register themselves for Socialtext Public Workspaces can edit pages, but there are a few features they can't use, including deleting pages, uploading files and sending email. If you want to grant other users these privileges, you can invite them into the workspace. Go to Settings, and then Invite new users. Only workspace administrators can invite new members.

Advanced features

Socialtext Workspaces may be further tailored to suit your needs. Contact support@socialtext.com to

  • Rebrand the workspace
  • Customize authorization and access control
  • Ask about other changes and customizations

Don't hesitate to ask. That's what we're here for!

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