FAQs: Difference between revisions

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=== '''How to request an ETSI Online Account (EOL)?''' ===
=== '''How to request an ETSI Online Account (EOL)?''' ===


To request an ETSI Online Account, go the [https://portal.etsi.org/home.aspx ETSI portal], on the top menu click on '''Manage,''' then '''Access''', then '''Account Request''' and follow the instructions.
To be able to access the portal pages of an Technical Body (TB) or an Industry Specification Group (ISG) an ETSI Online Account (EOL) is required.


[[File: Managemenu_accountrequest.png]]  
To request an EOL, go the [https://portal.etsi.org/home.aspx ETSI portal], on the top menu click on '''Manage,''' then '''Access''', then '''Account Request''' and follow the instructions.


==='''How to reset an EOL Account password ?''' ===
==='''How to reset an EOL Account password ?''' ===
To reset your EOL Account password, click on '''Manage,'''  then '''Access''', then '''Reset Password''' and follow the instructions.
To reset your EOL Account password, click on '''Manage,'''  then '''Access''', then '''Reset Password''' and follow the instructions.
[[File: Managemenu_retrievepassword.png]]


=== '''How to change an EOL Account password?''' ===
=== '''How to change an EOL Account password?''' ===
To change your EOL Account password, click on '''Manage,''' then '''Access''', then '''Change Password''' and follow the instructions.  
To change your EOL Account password, click on '''Manage,''' then '''Access''', then '''Change Password''' and follow the instructions.  
[[File: Managemenu_changepassword.png]]


=== '''How to change personal contact information (i.e new email address)?''' ===
=== '''How to change personal contact information (i.e new email address)?''' ===
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There are two methods:  
There are two methods:  


From the '''Meetings''' tab of the relevant TB/ISG, click on the Meeting to open the Meeting Details page.  
Either from the '''Meetings''' tab of the relevant TB/ISG, click on the Meeting reference to open the Meeting Details page.  


Click on the '''New Contribution''' link to create a new Contribution that will be automatically assigned to the selected meeting.
Click on the '''New Contribution''' link to create a new Contribution that will be automatically assigned to the selected meeting.
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=== '''How to retrieve the list of Contributions attached to a given meeting?''' ===
=== '''How to retrieve the list of Contributions attached to a given meeting?''' ===
There are two ways of retrieving and synchronising the list of contributions attached to a meeting.
From the '''Meetings''' tab of the relevant TB/ISG, click on the Meeting reference to open the Meeting Details page.
 
Either via ftp://docbox.etsi.org: select the TB/ISG,  open the folder '''05-CONTRIBUTIONS''' and select the relevant year.
 
From this Contributions directory, there will be a temporary meeting folder '''TMP_MTG_YearOfMeeting_MonthOfMeeting_DayOfMeeting_MtgID''' which is automatically created when the first contribution is attached to this meeting. This folder can be your synchronisation tool. 
 
Note: This folder contains clones of contributions and will dissapear after the end of the meeting.
 
Or the second way of retrieving the list of contribution attached to a meeting is explained at the following location: [[Contribution_Search#CONTRIBUTION_SEARCH|Simple search for contributions attached to a meeting]]
==='''How to retrieve a Contribution that has not been attached to a meeting?'''===
 
If a Contribution has been created without being attached to a meeting, it can be retrieved using the query building feature.  
 
The criteria to select are:
 
- Technical Body = TB/WG/ISG to which you attach your contribution
 
- Meeting = Define this criteria by ticking the operator '''is empty'''


- Type of Contribution = New Work Item,  Draft, Change Request, Agenda...
Either click on hyperlink '''List of Contributions assigned to this meeting'''


Having informed the value for the above listed criteria, click on the '''Refresh''' button and the contribution should be displayed in the results grid.
Or click on the '''Document Area (FTP)'''. This will open [https://docbox.etsi.org/ docbox.etsi.org] for the given TB/ISG with a list of all Contributions for the given year and a list of all the meetings with the assigned Contributions.
==='''How to find a Contribution?'''===


For further information on the query builder, see: [[Contribution_Search#CONTRIBUTION_SEARCH|How to build a Query]]
From the Contributions tab of the TB/ISG type either the Contribution number or keyword in the '''Search''' field.


==='''How to create a New Work Item Proposal?'''===
==='''How to create a New Work Item Proposal?'''===
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Click on '''Save''' to reserve the Contribution
Click on '''Save''' to reserve the Contribution
Note: The Contribution can be prepared in stages,although all fields must be completed and the text '''WI Proposal is complete (Ready for approval)''' shown on the top right of the WI Details tab in order to change it from '''Status Reserved''' to '''Status Available'''.


Click on '''Upload/Make available''' and on the upload button.
Click on '''Upload/Make available''' and on the upload button.
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More detailed information on this topic is available at [[Contributions#Contribute_a_New_Work_Item_.28NWI.29_proposal|Create a New Work Item proposal]]
More detailed information on this topic is available at [[Contributions#Contribute_a_New_Work_Item_.28NWI.29_proposal|Create a New Work Item proposal]]


==='''What is a Proposed Work Item (PWI)?'''===
Note: When Work Item Proposal is created at Working Group level, it must first be approved by the WG. To progress the proposal to the parent TB/ISG for approval, click '''Submit to TB for approval''' and assign to the TB/ISG meeting.


A PWI is the number entered in the ETSI Work programme as soon as you create a Work Item Proposal contribution and make it available. This PWI number, which is in status "under construction", is not yet visible from the portal. It will be visible on the portal when the Work Item Proposal is accepted by the Technical Body.
==='''What is a Preliminary Work Item (PWI)?'''===


A PWI is the temporary identification number given at the creation of a New Work Item Proposal/Description (see WI Details tab in the Contribution). 


To create a PWI, it is not necessary to fill in all the Work Items attributes in the contribution database. Indeed, only the WI committee, the deliverable type, the title and the scope of the Work Item are mandatory to propose it to a given community (WG/TG/TB).
The PWI remains valid until the Work Item Proposal is approved at TB/ISG level when the system will allocate a permanent work item reference number.
Nevertheless, you need to inform all Work Item's attributes in the system to be able to accept your Work Item proposal.  


When you create a Work Item proposal at WG/TG level, you first need to get your contribution accepted by the WG/TG and then you need to progress this proposal to the parent TB for approval. Go back in your accepted contribution and click on "Submit to TB for approval" and assign to the TB meeting.
After approval the New Work Item Proposal is visible in both the ETSI '''Work Programme''' and under '''Latest Drafts''' on the TB/ISG portal home page.  
After the approval of the Technical Body, the new Work Item appears in the WI monitoring portlet on the TB portal home page and an entry in the Latest Draft portlet is created.  


=== '''Where to find the templates for ETSI deliverables?''' ===
The templates for ETSI deliverables can be downloaded from the [https://portal.etsi.org/Services/editHelp!.aspx editHelp!] web pages


Note: To check whether your WI proposal is ready, look at the top right corner of in the "WI details" tab of your contribution. If information is missing, the system lists the missing fields when you mouse over the text.
They are in MS Word and contain essential titles and text blocks


==='''What is Latest Draft and why do I have to upload my drafts on this application to be able to contribute it?'''===
To select the appropriate deliverable type see the [https://portal.etsi.org/Resources/ETSIDirectives.aspx ETSI Directives] Technical Working Procedures (TWP) Annex A.3.


The Latest Draft application is a system that offers the possibility to Rapporteurs to upload every draft version for a given Work Item reference and to manage the Target dates for the maturity milestones (Early Draft, Stable Draft, Final Draft for approval).  
=== How to upload a new Draft version of a deliverable?  ===
From the '''Drafts''' tab, Rapporteurs can upload draft versions of their deliverable(s) and manage the Target dates for the maturity milestones (Early Draft, Stable Draft, Final Draft for approval).


This process allows the Members of the TB/WG/TG to trace all available versions for a Work Item.
It also allows the TB/ISG members to trace all available draft versions of a deliverable.


Note: The latest draft application gives the option to the Rapporteur to contribute its drafts from the TB portal home page by clicking on the [[File:C_icon.PNG]] icon.
From the TB/ISG portal page, select the '''Drafts''' tab and find the '''Work Item identification'''


More information on the Latest Draft application is available at this location: [[Latest_Drafts|Latest Drafts]] and at [[Contribution_Search#Uploading_a_draft_with_the_Latest_Draft_application|Upload a Draft on the Latest Draft]]
Click on the '''U icon'''


==='''How do I contribute a Draft?'''===
In the pop-up window, enter the version number for the new draft 


'''Uploading and contributing a draft from Latest Draft portlet in few steps:'''
Upload the document stored locally 


- Click on the "U" icon to upload your draft via the Latest Draft portlet
Select the '''Status''' (Early Draft, Stable Draft, Final Draft for approval)


- Click on the "C" icon close to the draft version
Click on '''Save'''


- Fill in the general information of your contribution
The portal will issue the following automated notification: '''Your draft has been successfully uploaded'''.


- The Draft tab information is already pre-filled by the system (WI committee, WI reference, Version, Draft Status)
===How to contribute an uploaded  Draft to a TB/ISG meeting'''?'''===


- Click on the "Save" button
Once a Draft has been uploaded, click on the '''C icon''' [[File:C_icon.PNG]](on the same line as the WI reference) 


=> Your contribution is in a reserved state.
The contribution creation screen for type '''Draft''' will open.


Note: The system knows already where to find your draft on the server, therefore to make available your draft contribution you just need to upload the cover page that will be zipped together with the draft.
Complete the fields in the '''General''' tab


- Click on '''Upload/Make available''' button
Edit the '''Title''' if appropriate


-  Choose the automated cover page or tick "upload file from your computer". 
To modify '''Source,''' click on '''Change''' and select the relevant Source


=> Your contribution is available and your draft is in a Zip file with the contribution cover page.
Select the appropriate filed for '''Contribution for''' (Decision, Discussion or Information)


Detailed information can be seen at [[Contribution_Search#Contribute_a_draft_from_the_Latest_drafts_application|Contribute a draft from the Latest Draft Application]]
Attribute to a TB/WG/ISG meeting by clicking on '''Change'''. Follow the instructions and click '''Done'''


Click on '''Save Changes'''


'''Contributing a draft from the contribution portlet in few steps: '''
The Contribution will then be in status '''Reserved'''.


- Click on "New contribution"
Note: Since the Draft is already on the server, to make available the Contribution containing the Draft, only a cover page zipped together with the Draft is needed.


- Choose the type "New Draft"
Click on '''Upload/Make available''' 


- Fill in general information of the contribution under tab "General"
There are 2 ways to proceed: 


- On the Draft tab, select the WI committee, the WI Reference and the version
Either request an automatically generated cover page   


- If the version you want to contribute is not on the latest draft server yet, then select "Upload new version" in the version dropdown
or select one in MS Word already saved on the pc. The system will zip together the Draft and the cover page.   


- The system opens the Latest Drafts upload window from which you can upload the version you intend to contribute
The Contribution will then be in status '''Available'''. 


- The system refreshes the drop down menu for the draft version
=== '''How to create a Contribution Type Draft? ''' ===
From the TB/ISG portal page, select the '''Contributions''' tab and the hyperlink '''New contribution'''
 
From the drop-down menu choose '''New Draft'''
 
Complete the mandatory fields in the '''General''' tab


- Select the right version and click on "Save"
Move to the '''Draft''' tab and complete the fields


=> Your contribution is in a reserved state
For the '''WI Reference''', choose an existing Draft version or upload a new one using the drop-down menu
Note: The system knows already where to find your draft on the server, therefore to make available your draft contribution you just need to upload the cover page that will be zipped together with the draft.


- Click on "Upload/Make available" button
For the '''Version''', upload a new one or choose an existing draft version from the drop-down menu


-  Choose the automated cover page or tick "upload file from your computer" 
Click '''Save changes'''


=> Your contribution is available and your draft is in a Zip file with the contribution cover page.
The Contribution will then be in status '''Reserved'''.


Detailed information can be seen at [[Contribution_Search#CREATE_A_CONTRIBUTION|Create a contribution]].
Note: Since the Draft is already on the server, to make available the Contribution containing the Draft, only a cover page zipped together with the Draft is needed.


==='''Why does the contribution application generates Docx files?'''===
Click on '''Upload/Make available'''


The docx format is an ISO standard format (ISO/IEC 29500), open and publicly available since 2007. This format is easy to manipulate and allows automatic generation of documents for instance: contribution template. 
Either request an automatically generated cover page 


For the users who are not using Office 2007, .docx files can be opened by the freeware suite Open Office 3.0. or by downloading the free compatibility pack for office 2007 from Microsoft.
or select one in MS Word already saved on the pc. The system will zip together the Draft and the cover page.  


This format is not a mandatory format used by the portal but is available to help delegates providing them a pre-filled template.
The Contribution will then be in status '''Available'''.

Latest revision as of 15:34, 20 December 2018

How to request an ETSI Online Account (EOL)?

To be able to access the portal pages of an Technical Body (TB) or an Industry Specification Group (ISG) an ETSI Online Account (EOL) is required.

To request an EOL, go the ETSI portal, on the top menu click on Manage, then Access, then Account Request and follow the instructions.

How to reset an EOL Account password ?

To reset your EOL Account password, click on Manage, then Access, then Reset Password and follow the instructions.

How to change an EOL Account password?

To change your EOL Account password, click on Manage, then Access, then Change Password and follow the instructions.

How to change personal contact information (i.e new email address)?

To change your personal contact details, click on Manage on the top menu, then My Details.

Managemenu mydetails.png

Then click on the Modify personal information button.png at the bottom of the page.

How to log into the ETSI portal?

To log into the ETSI portal, enter your Username and Password on the top right corner of the portal home page http://portal.etsi.org

Tick the Remember me box

ETSI top banner login.png

How to attach a Contribution to a meeting?

There are two methods:

Either from the Meetings tab of the relevant TB/ISG, click on the Meeting reference to open the Meeting Details page.

Click on the New Contribution link to create a new Contribution that will be automatically assigned to the selected meeting.

Or from the Contributions tab, click on the hyperlink New contribution. On the General tab select the Meeting - allocation Change button and from the drop down menu assign the Contribution to a Meeting.

How to retrieve the list of Contributions attached to a given meeting?

From the Meetings tab of the relevant TB/ISG, click on the Meeting reference to open the Meeting Details page.

Either click on hyperlink List of Contributions assigned to this meeting

Or click on the Document Area (FTP). This will open docbox.etsi.org for the given TB/ISG with a list of all Contributions for the given year and a list of all the meetings with the assigned Contributions.

How to find a Contribution?

From the Contributions tab of the TB/ISG type either the Contribution number or keyword in the Search field.

How to create a New Work Item Proposal?

From the home page of the TB/WG/ISG select the Contributions tab.

Click on the hyperlink New contribution and choose type New WI Proposal/Description in the drop down menu

Complete the mandatory fields in the General tab

Move to the WI Details tab and complete the fields

Click on Save to reserve the Contribution

Note: The Contribution can be prepared in stages,although all fields must be completed and the text WI Proposal is complete (Ready for approval) shown on the top right of the WI Details tab in order to change it from Status Reserved to Status Available.

Click on Upload/Make available and on the upload button.

=> The New Work Item Proposal will be in status Available and ready for approval.

More detailed information on this topic is available at Create a New Work Item proposal

Note: When Work Item Proposal is created at Working Group level, it must first be approved by the WG. To progress the proposal to the parent TB/ISG for approval, click Submit to TB for approval and assign to the TB/ISG meeting.

What is a Preliminary Work Item (PWI)?

A PWI is the temporary identification number given at the creation of a New Work Item Proposal/Description (see WI Details tab in the Contribution).

The PWI remains valid until the Work Item Proposal is approved at TB/ISG level when the system will allocate a permanent work item reference number.

After approval the New Work Item Proposal is visible in both the ETSI Work Programme and under Latest Drafts on the TB/ISG portal home page.

Where to find the templates for ETSI deliverables?

The templates for ETSI deliverables can be downloaded from the editHelp! web pages

They are in MS Word and contain essential titles and text blocks

To select the appropriate deliverable type see the ETSI Directives Technical Working Procedures (TWP) Annex A.3.

How to upload a new Draft version of a deliverable?

From the Drafts tab, Rapporteurs can upload draft versions of their deliverable(s) and manage the Target dates for the maturity milestones (Early Draft, Stable Draft, Final Draft for approval).

It also allows the TB/ISG members to trace all available draft versions of a deliverable.

From the TB/ISG portal page, select the Drafts tab and find the Work Item identification

Click on the U icon

In the pop-up window, enter the version number for the new draft

Upload the document stored locally

Select the Status (Early Draft, Stable Draft, Final Draft for approval)

Click on Save

The portal will issue the following automated notification: Your draft has been successfully uploaded.

How to contribute an uploaded Draft to a TB/ISG meeting?

Once a Draft has been uploaded, click on the C icon C icon.PNG(on the same line as the WI reference)

The contribution creation screen for type Draft will open.

Complete the fields in the General tab

Edit the Title if appropriate

To modify Source, click on Change and select the relevant Source

Select the appropriate filed for Contribution for (Decision, Discussion or Information)

Attribute to a TB/WG/ISG meeting by clicking on Change. Follow the instructions and click Done

Click on Save Changes

The Contribution will then be in status Reserved.

Note: Since the Draft is already on the server, to make available the Contribution containing the Draft, only a cover page zipped together with the Draft is needed.

Click on Upload/Make available

There are 2 ways to proceed:

Either request an automatically generated cover page

or select one in MS Word already saved on the pc. The system will zip together the Draft and the cover page.

The Contribution will then be in status Available.

How to create a Contribution Type Draft?

From the TB/ISG portal page, select the Contributions tab and the hyperlink New contribution

From the drop-down menu choose New Draft

Complete the mandatory fields in the General tab

Move to the Draft tab and complete the fields

For the WI Reference, choose an existing Draft version or upload a new one using the drop-down menu

For the Version, upload a new one or choose an existing draft version from the drop-down menu

Click Save changes

The Contribution will then be in status Reserved.

Note: Since the Draft is already on the server, to make available the Contribution containing the Draft, only a cover page zipped together with the Draft is needed.

Click on Upload/Make available

Either request an automatically generated cover page

or select one in MS Word already saved on the pc. The system will zip together the Draft and the cover page.

The Contribution will then be in status Available.

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