End User FAQ

Q. What is Content Panda for SharePoint?
A.
Content Panda for SharePoint is an application for Office 365 & SharePoint that brings the most relevant and up-to-date help content and information directly where end users need it: inside the user interface. It provides SharePoint users on demand, in-context guidance so they spend less time searching for answers and more time confident about getting the job done.

Q. Why is there a panda face on the right hand side of my SharePoint site?
A.
Content Panda for SharePoint has been installed by your organization and is ready for you to use. It’s a help and training platform that gives you the answers you need to your daily SharePoint questions, the moment you need them. It’s in-context and on-demand, so you don’t have to dig for the knowledge you’re looking for and you can use it whenever you feel like it.

Q. When and how should I use Content Panda?
A
. You should use Content Panda whenever you have a question about SharePoint.  Content Panda is your help and training safety net, there whenever you need it. It has over 250 training topics alone and an endless range of help content and other useful material.   

The best way to use Content Panda is to explore at your own pace.  Click the Panda Tab on the right whenever you’re curious about what SharePoint does, or how to use it, and have a look at what kind of help is available.

Q. How do I turn Content Panda on & off?
A.
The Panda Tab, by default, is on the right side of the page: clicking the number will turn on Content Panda for SharePoint. The number on the Panda Tab indicates how many items on the page have help available. Click it again to turn off Content Panda.

Q. Once I’ve turned Content Panda on, what do I do next?
A.
Once you’ve turned on Content Panda, small Panda Icons appear throughout the SharePoint Interface. Clicking a panda opens a Panel with specific information about the area. The Panel offers different types of help and training including curated materials, videos and search results.

Q. What kind of information can I expect to find in a Panda Panel?
A.
 There are multiple types of content that appears in the Panda Panels. The types are but not limited to: online training, help articles, online videos and curated search results.

Q. What’s the Content Panda training like?
A.
 Content Panda online training content is created by Combined Knowledge, Mindsharp and Critical Path, the world leaders in online SharePoint education.  It’s highly detailed and features multi-media content like Computer Based Training (CBT) and videos, as well as text-based instruction.  It’s also bite-sized and highly focused, so you don’t need to slog through a lot of information to find the answer you need.

Q. How long are the online training tutorials?
A. 
The length and format of each piece of training content varies, but no piece of content will take more than a few minutes to absorb.  They’re grouped by topic and have a logical sequence, so just go until you’re satisfied with what you’ve learned.

Q. What are the Content Panda help articles like?
A.
They’re detailed articles chosen from many online venues, including official Microsoft sites.  While they’re technical, they’ve been selected by us because they’re easy to understand and suitable for a broad audience. Each article (like all Content Panda content) is highly focused so you’ll be able to get through them quickly and achieve the result you’re looking for. 

Q. How do the curated search results work?
A.
The search results are created using specific search terms the Content Panda team choose in advance for each topic.  We experiment with different search terms, analyze the results and choose the words that produce a list of content we feel will be the most useful to you for that specific subject.

Q. There is a piece of content in our knowledgebase that would be great to have in Content Panda.  Can I edit the Content Panda Panel?
A.
Most end users do not have editing privileges for the Content Panda Panel. Your division or department may have a Content Panda editor, so please ask your manager.  Do bring them your suggestions—Content Panda gets even better when your company adds their own content to the Panda Panels.

Q. Where does the rating information go when I rate the content in the Content Panda Panel?
A. 
The ratings are available to your team's Content Panda Administrators via Analytic Reports.

Content Editor FAQ

Q. How do I change the panda face icon to use a different image (such as our company logo)?
A. Changing this branding requires Content Panda Administrator privileges and will affect the entire Content Panda installation. If you don’t have this level of privileges, we recommend you discuss the change with your SharePoint administrator. 

For step by step instructions, see the Administrator section of the FAQ.


Q. Can I edit the content that comes with Content Panda?
A. The original content supplied by Content Panda can’t be modified, but it can be published and unpublished at a granular level. (See “How do I turn off content”).  

You CAN create new custom content based on the original Content Panda content, modify it however you wish, and unpublish the original content. By un-publishing the original content you’re effectively hiding it, but it is not deleted and can be easily restored. (See “How can I create my own content based on out-of-the-box content?”). 

Finally, you can create your own custom content from scratch, without basing it on any existing content that comes with Content Panda. (See “How can I create my own custom content?”) 

Q. How do I turn Editor Mode on and off?
A.
To turn on Content Panda’s Editor Mode, click the panda face (not the number below it) on the Panda Tab. If you have editor permissions, you’ll see an “Edit Content” button on the slider that appears. Clicking this button will close the panel, the Panda Tab will turn orange and Content Panda will be in Editor Mode. 

Open the Panda Tab again to turn off Editor Mode.


Q. How do I turn off (unpublish) content?
A.
Panda Panel (content) that comes with Content Panda can only be published or unpublished—never deleted. Any Panda Panels you create yourself can be unpublished as well as deleted. 

Unpublished Panda Panels are invisible to the end user, but are visible in Editor Mode. This way you know there is a hidden panel that can be restored. 

Note - you can hide the original panel and make your own custom Panda Panel visible in the same location. (See “How can I add to or modify an existing Panda Panel?”) 

To un-publish a Panda Panel: 

  1. Enter editor mode. 
  2. Click the panda icon of the Panda Panel you’d like to unpublish. 
  3. Click the “Publish” tick box so it becomes un-checked. 
  4. Close the Panda Panel.

Q. How can I create my own custom content in a new location? 
A. To create new content where no Panda Panel already exists: 

  1. Enter Panda Editor mode 
  2. Right-click the SharePoint page element you’d like to create a Panda Panel for.  

Tip: Items highlighted in green represent elements that will not need any additional configuration to be successfully targeted. Items highlighted in blue may require additional configuration to be uniquely targeted, under “Panel Settings”.   

Tip: Contact Content Panda Support department for additional help.

3. Fill out the Panda Panel with your content using the controls on the right-hand side. Click “Save” to save your work and “Publish” to make it visible.  Clicking “Publish” also saves automatically. 

Important notes: 

  • For the new content to be visible to end users, the “Published” check-box in the Panda Panel must be ticked 
  • For tips on accurately linking custom Panda Panels to SharePoint elements, see “How can I be sure my custom Panda Panels are linked correctly?”

Q. How do I add to or modify an existing Panda Panel?
A. 
To modify or create new Panda Panels (content) where a Panda Panel already exists: 

  1. Enter Panda Editor mode. 
  2. Click one of the Panda icons on the page. This will open the Panda Panel editor.

Note - If the panel you’re editing contains an original page of content that came with Content Panda (like the one in the screenshot above), you’ll see a message in the upper right of the page stating it cannot be edited. It can still be unpublished.  

To create an additional panel of content in the Panda Panel, click the “+” icon in the header of the panel. 

A new, blank panel is created.  Use the controls on the right-hand side to populate the new panel. 

Note the header in the panel is now displaying “Viewing 2 of 2”. You can move back and forth between panels while you’re editing. That includes panels you’ve unpublished and hidden from end users.

You also have the option of “cloning” an existing Panda Panel so you start your new panel with all of the content from the original. This is a great first step in “modifying” content that came from Content Panda. 

To clone a panel, click the lightning bolt icon that appears next to the “+” button in the header:

Note that the header now reads “Viewing 2 of 2” and there is a full set of controls on the right-hand side that can be used to modify and delete this new panel.  Also note you can click the pencil icons beside the content on the left side to modify it. 

When this variation of the original panel is complete and published, you may want to view page 1 of 2 in order to unpublish the original.  That way, end users won’t be confused by two similar panels appearing in the same Panda.

Q. I’ve modified a Panda Panel that came with Content Panda.  How do I get the original out-of-the-box Panda content back?
A. 
Out-of-the-box Panda Panel (content) can never be deleted or modified—only unpublished. Sometimes editors will clone an out-of-the-box page, create a modified version of the original, then unpublish the original to prevent confusion. 

Un-published pages still appear in the Panda Panel when you’re in Editor Mode, so to bring them back: 

  1. Enter Editor Mode. 
  2. Click the Panda Panel icon where the original, unpublished panel resides. 
  3. Navigate to the un-published panel and click the “Publish” check-box.   
  4. If a modified, cloned version of the original panel also exists in the same panda, you might want to delete it to prevent confusion among end users. 

Also note that if a Panda Panel only contains un-published pages, it will be invisible to end users but its icon will still appear in Editor Mode.

Q. How do I delete content?
A. 
Only custom content (Panda Panel) that did not come with Content Panda can be modified or deleted.  

Out-of-the-box Panda Panels can be un-published and hidden from end users. 

To delete a Panda Panel of content: 

  1. Enter editor mode. 
  2. Click the icon of the Panda Panel where the content to be deleted resides. 
  3. Navigate to the panel you want to delete. 
  4. Click “Panel settings”.

5. Click the delete (trash can) icon to delete the page.

To delete a piece of content within a Panda Panel (but not the panel itself): 

  1. Enter editor mode. 
  2. Click the icon of the Panda Panel where the content to be deleted resides. 
  3. Navigate to the content you want to delete. 
  4. Click the edit (pencil) icon next to the content you want to remove on the left-hand side.

5. Click the delete (trash can) icon to remove the piece of content.

 

Q. How can I be sure my custom Panda Panels are linked correctly?
A.
Accurately linking Panda Panels with SharePoint items (or “tagging page elements”) can be tricky, because of how SharePoint is built and the general nature of website development. Our point-and-click tools will often get you the result you want without having to involve any manual tagging, but you may eventually find a use case where you require a developer to work with selectors and path limiters to tag an element or elements by hand. 

Here are some tips: 

  • When you hover the mouse pointer over the element you want to tag, an area of the page will be highlighted in either green or blue.  This is the item (or items) you’re about to tag. 
    • Green highlights mean a specific selector has been associated with the element, and it will be used automatically when you right-click. 
    • Blue highlights mean a specific selector hasn’t been identified, and you’ll need to add a selector (and optional path limiter) manually within the “Panel settings” of the Panda Panel you’re creating.
  • You can view the “selector” that was generated automatically in the “Selector” field of the panel. Developers can modify this text field directly to be sure the tag is accurate. To view the selector after you create a new, blank Panda Panel:

1. Click “Panel settings” on the right.

2. Check the “Selector” field.

Note that if this page element was highlighted in blue, rather than green, the “Selector” field would be greyed out and contain an example of a selector instead, similar to how the “Path Limiter” field appears in the screenshot above. You would then need to populate it yourself. 

  • A single Panda Panel can be linked to multiple items, or a category of items, depending on which selector you choose—either manually or automatically. 
  • Developers can use the “path limiter” field in the Panda Panel to limit the tagged items to a given area of the intranet (for example, all the document libraries in the Human Resources team site).

Q. Does Content Panda content span site collections?
A.
 Yes, as long as the site collections share the same web app. 

If you want Content Panda to be available across multiple site collections in your organization that do not share the same web app, you will need to install multiple instances of the software. For further details, contact our Support team.

Q. Can I limit content to one site or page?
A. To limit where your custom Panda Panels appear, populate the “Path Limiter” field after tagging the page element (see “How can I be sure my custom Panda Panels are linked correctly?”).


Custom Content Tips for Developers  

Tips for Elements you want to target with Content Panda: 

  • Content Panda identifies targets on a page using jQuery selectors. 
  • Using unique html element IDs is the preferred method for selecting targets. 
  • Unique classes or class combinations can also be used to select elements, but may require more effort to manage. 
  • Content Panda is unable to target items embedded in Silverlight or Flash controls. 
  • Content Panda cannot target items embedded within iframes unless the source the iframe is pointing to also has Content Panda running. 

Tips for SharePoint Master Pages with Content Panda: 

  • Content Panda uses several libraries normally included in the standard SP Master Pages. 
  • Content Panda’s Editor Mode requires SP.runtime.js and sp.js to function. Removing these references through customizations to the Master Page should be avoided. 
  • Content Panda will attempt to load these assemblies if they are missing from the Master Page, but it is best not to remove them for performance reasons. 

Tips for Content Panda Dialog: 

  • Content Panda uses z-index to try and keep the dialog over all the other elements on the page. 
  • The z-index for dialogs can be adjusted if required but by default it is 999.

Supported Internet Browsers

Content Panda supports the recommended browsers for Microsoft Office 365 and SharePoint (browsers that support HTML 5 and JavaScript 5): 

  • Internet Explorer 9 with at least MS12-037: Cumulative Security Update for Internet Explorer: June 12, 2012 installed 
  • Internet Explorer 10 or later (strongly recommended) 
  • At least Mozilla Firefox 12 
  • At least Apple Safari 5 
  • At least Google Chrome 18

Content Panda Administrator FAQ

Q. How do I access the Content Panda admin console?
A.
 For SharePoint Online (Office 365) users, navigate to the root site where Content Panda was installed and access “Site Content”. Click “Content Panda”.

For SharePoint (on-premises), navigate to the root site where Content Panda was installed and access the “Site Settings” page. Then click on the Content Panda settings link under the site collection administration heading.

Once loaded you should see this dashboard.

Q. How do I change the panda face icon to use a different image (such as our company logo)?
A.
This can be done within the “Styles” section of the admin console. Drag image files onto the objects whose images you want to replace. Note the dimensions in pixels listed in the “Size” column. Using different sized images may adversely affect the styling of the UI.

The same section contains options for colors used within the Content Panda UI.

These changes are effective across the entire Content Panda installation.

Q. How do I assign Editor and Administrator permissions? 
A.
This is done from the “Permissions” page within the Content Panda admin console.   From here, you can add new users or manage existing users.

Q. What are Content Packs?
A. 
A Content Pack is a collection of content panda panels. Sorting content into different packs allows you to control how it appears and be targeted to specific audiences or groups. 

All the user-created custom content automatically gets sorted into the “Default” content pack.

Q. Can I change the order in which my custom Panda Panels appear, relative to other content?
A. 
You can set the order in which content pages appear relative to other content packs in the individual Content Pack settings, accessible via the admin console.   

For instance, by default, any custom content pages you create (in the “Default” content pack) appear in front of the out-of-the-box content pages (in the “Support+” content pack). 

Q. Can I filter content so it’s only visible to certain people?
A.
 Yes, you can apply SharePoint group filters to individual Content Packs. That means you can control who sees custom content you create (in the “Default” content pack) and who can see the out-of-the-box content (in the “Support+” content pack). 

You can populate the “Audience” field within the Content Pack settings with the names of SharePoint groups you want to see the content. If the field is left blank, everyone can see the content.

Q. How can I search for a Panda Panel? I don’t remember where I targeted the content…
A. 
All the Panda Panel targets are listed and searchable by title (or title fragment) within the Content Panda admin console.

Clicking the “Edit” (pencil) icons next to each item will bring up the associated Panda Panel page.  From there, you can open “Panel settings” to view the selector and any path limiter associated with the target. 

To unpublish a Panda Panel page without having to go to the location in SharePoint or open the Panda Panel itself, untick the box to the left of the target.

Q. Where is the data appearing in Content Panda stored?
A.
By Default - The title and descriptive text appearing in the Panda Panels is stored in the Content Panda SQL Azure environment, which is hosted in Microsoft’s US West datacenter and mirrored in their US East datacenter.  

Content Panda does not store any data with the classification of “sensitive” or higher in the Title and Description fields. Content Panda recommends customers follow this same practice when creating custom content, so no sensitive data is stored outside the customer’s network. 

Content Panda can provide reports to customers on request showing what content is currently in all Title and Description fields.

Note – If other hosting environments are needed to meet your needs, please contact us for further discussion

Q. How does Content Panda impact SharePoint UI performance?
A. 
Content Panda is designed to have minimal impact on UI performance and page loads. 

Content Panda uses “lazy loading”, where only what’s needed at the time of request is loaded. The loading of a SharePoint page will never be slowed down to “wait” for Content Panda content to load. 

If Content Panda fails to load for any reason, the SharePoint page itself will continue to function and load as usual.

Q. What kind of security does Content Panda use?
A. 
Content Panda uses SSL for all communications.

Q. Does Content Panda content span site collections?
A. 
Yes, as long as the site collections share the same web app. 

If you want Content Panda to be available across multiple site collections in your organization that do not share the same web app, you will need to install multiple instances of the software. For further details, contact our Support team at www.contentpanda.com/support.

Q. Can Content Panda content be limited to one site or page?
A. 
Yes, by using the Path Limiter when adding custom content you can limit help to that specific site or even a single page. Refer to the Content Panda for SharePoint End User FAQ.

Q. How often is the out-of-the-box content updated?
A. 
Content Panda online training content (provided by Combined Knowledge) is updated once a month. 

Help content is updated by Content Panda as new SharePoint/Office 365 features are released.