Documentation

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INDEX

Documentation Library

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Have questions about this site?


What is this site?

  • This website is Hornbill's new product documentation website and is currently under development.
  • It is intended that all existing and future public-facing documentation we produce will be available to search, browse and share.
  • Hornbill's current documentation is available at Hornbill Wiki but over time this content will be migrated to this documentation site.
  • Please feel free to have a look around at any time.

Why has Hornbill created this site?

  • Hornbill's products have moved on considerably since we introduced it almost 10 years ago. At the time, the MediaWiki tool was sufficient, but we have outgrown it.
  • Our customers are more enterprise focused and more self-sufficient than ever before, so for 2023 and beyond we have established a new documentation platform and team to drive our documentation initiative forwards.
  • We are aiming to deprecate the use of Hornbill Wiki for most Hornbill related documentation.
  • We want to enable our growing partner network with product resources and information, documentation beyond our Wiki approach is required.
  • We could definitely do with some help, and may even pay for some! If you have domain knowledge and would like to help, please check out our Hornbill Docs Contributor Guide and contact the Hornbill docs team at docs@hornbill.com.

What will this site be good for?

  • Community contribution will be facilitated, encouraged, and most welcome.
  • High quality documentation, will be kept up to date as rapidly as our products evolve.
  • Real-time content search and discovery.
  • Articles organized into books, books into libraries, creating a more natural and logical structure to our documentation.
  • Legacy API documentation and various other documentation sources will all be consolidated into a single unified documentation system.
  • Documentation available in browser as well as printable/viewable as PDF on demand.
  • Personalized documentation experience, allowing dark/light mode, article subscriptions, social media sharing and other useful features.
  • Almost all publicly available documentation on docs.hornbill.com will be open-source and available to fork on GitHub, allowing customers to derive their own custom documentation around Hornbill products should they wish to.

What is the timeline for this site?

  • We have taken the decision to publish and make available early, there is very little content at this time.
  • As and when we have completed/usable documentation, it will be published here.
  • We have a host of additional features we wish to add over time, so please watch this space.
  • We expect most of our existing documentation should be reviewed/migrated to docs.hornbill.com over the coming months.
  • The documentation project will be ongoing, will continue to expand, evolve and improve day-by-day.

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Manually Creating Users

Within Configuration, user accounts can be manually created. Manual creation is typically used when there is a need for initial accounts during a new implementation. These might be used for testing or for special accounts that would not be included in an automated import and synchronization from an external source such as Microsoft Active Directory.

Before You Begin

  • Administrative access to Configuration.
  • An understanding of user account types.
  • It’s recommended to have an organization group structure in place.

Topics Covered

  • Manual account creation.
  • Mandatory fields.
  • Basic user account management.

Quick Steps

  1. Open Configuration and search for users and select Manage Users from the results list
  2. On the Tool Bar click the Create New User button
  3. Complete the mandatory fields along with any other additional information that you wish to add
  4. Click on the Create User button.

Basic Information

User ID vs Login ID

  • User ID
    The user ID is the primary key of a Hornbill user account and is used to build all the associations to other records in the database. It must be unique to a user account. Once created it cannot be changed. Avoid using anything that has the potential to change. This is a mandatory field.
  • Logon ID
    The Logon ID is used when a user logs into Hornbill when prompted to provide a username and password. This also has an important part to play in the Single Sign On mechanism. The Logon ID must be unique to a user account. The Login ID can be edited or changed at any time.

Tip

When the Login ID is populated, a user can no longer use their User ID to log in.

Mandatory Fields

For an account to be created, all mandatory fields must be completed. Mandatory fields are marked with a vertical red line.

  • User ID
  • First Name
  • Handle
  • Password

Account Management

Delete accounts

Deleting a user completely removes the account from Hornbill and cannot be reversed. Deleting a user should only be used when the user has not had any interaction in Hornbill. This can be used to remove accounts that have been mistakenly added or uploaded. This option is only available when the user who performs the deletion has been allocated the Super User Role.

Reactivate Users

When one or more users have been suspended or archived, you can select these users from the list and reactivate them.

Suspend Users

The suspension of a user prevents the account from logging on to Hornbill. Other Hornbill users will be able to continue to interact with a suspended account. Suspended users can be reactivated. A user can be automatically suspended by providing too many incorrect passwords at login.

Archive Users

Archiving a user prevents the account from logging on to Hornbill and will also prevent other users from interacting with this account. Historic contributions within the collaboration features will be intact and visible, but they will no longer be available as a co-worker. This is the recommended option for when someone leaves. Archived users can be reactivated.

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