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Administrator FAQs

FAQs:

How do I reset a user's password?

Administrators have the ability to manually send the users an email to reset their password. This can only be done for users who have been designated a role (other administrators, publishers, editors, viewers and designers) on their data portal.

1. Navigate to the Administration panel and then 'Users' which will take you to the Manage Users page.

2. Find the user you want to send a reset email for. You will need to have the user's email or username, or if your list of users is small enough you should be able to scan and find the user by their email or username easily enough as the users are sorted in Alphabetical order. Furthermore, you can limit the results of users returned by filtering by site role.

3. On the user's row details you will see a 'Reset Password' button under Actions (it will be the right-most button). Clicking on it will send an email to the user.

What happens to the ownership of a view when the ownership of the underlying dataset gets transferred?

The ownership of the views remains with the person who created them. This is independent of the underlying original dataset ownership.

EXAMPLE

Person A owns a dataset.

Person A created a chart off of this dataset; Person B, a map; and Person C, a filtered view.

If the ownership is transferred from Person A to Person B, Person A will still own their chart; Person B, their map; and Person C, their filtered view.

What is the difference between Routing & Approval and View Moderation?

R&A is a more complex version of View Moderation where there can be more than one approval stage, each of which can be configured to allow approval from certain admins and which can have notifications for admins synchronized. R&A allows moderation from admins only, and view moderation allows moderation from both admins and publishers. 

Can I disable commenting on my site?

The 'Discuss' panel is a default component of our platform which appears whether commenting is enabled or not. It cannot be hidden. A user will not be able to submit a comment using this panel, however. You will see the user has an option of seeing comments submitted (which will be none, since that feature is set to off) and the view's activity (they'll be able to see when the views off of the dataset were created, in months, days or years, as well as who created them).

How can I find the email address for a user who submits a dataset nomination?

On the nomination page, you can see 'Submitted by <user name>'. This is the username you can copy and paste into the search field on the 'Users' page under the Administration panel. 

Can I change the number of results shown on each page of my site catalog?

It is possible to change the number of datasets, charts, and visualizations that show up by default on each page of the dataset catalog on a Socrata open data portal. Ten datasets is the default number displayed, but some customers have opted to increase this number (e.g. Data.gov and State of New York) or decrease this number.

If you are a site administrator, submit a ticket on support.socrata.com or by sending an email to support@socrata.com with the dataset limit you would like to display on each page of the catalog, and a member of Client Services will make the change for you.

How do I localize metadata into different languages?

If your site is configured to appear in multiple languages, you will have the option to provide your category names in multiple languages. You can access this under Admin -> Metadata. For each language you support, there will be an option to provide a translation. For example:

Screen_Shot_2017-03-02_at_7.07.59_AM.png

What security protocol does Socrata use?

Socrata uses Transport Level Security (TLS). TLS is a protocol that provides privacy and data integrity between two communicating applications. It is used for web browsers and other applications that require data to be securely exchanged over a network. There are two layers making up this secure connection: TLS Record Protocol & TLS Handshake Protocol. The Record provides connection security while the Handshake allows the server and client to authenticate one another and allow for data to be exchanged.

In order to uphold the highest security standards for our customers, Socrata has disabled the TLS 1.0 encryption protocol. Disabling this protocol means Socrata will no longer be accessible via the TLS 1.0 protocol. Unsupported (older) internet browsers and Socrata integrations will need to be made current - updated - in order to access Socrata sites. 

Use the links below to view supported browsers and integration clients:

Updating your internet browser to a supported version, please continue to this article

Updating your Socrata integration client to a supported version, follow this article.

How can I tell how many datasets are on my Socrata site?

This count can be easily found under Administration > Site Analytics > Total Datasets.

There are variety of ways to upload or connect data to your Open Data Portal, so you may be wondering, what is considered a dataset and what is not?

What is included in “Total Datasets”

  • Datasets - all published datasets created by uploading a data file (e.g. csv, xls…etc.) or created using the Socrata API
  • Geospatial Datasets - all published datasets created by uploading geospatial files including KML/KMZ, shapefiles. Shapefiles with multiple layers are counted once
  • External Datasets - all published datasets that are links to other web resources
  • Non-Datafiles - files and documents created by uploading non-data files (ZIP, PDF, …etc.)
  • Catalog Connector for ArcGIS Server - maps that are available in your catalog but hosted on an ESRI ArcGIS Server and datasets that are federated from an ESRI ArcGIS Server and hosted on Socrata

What is not included in “Total Datasets”

  • Working Copies - any unpublished tabular datasets
  • Views - visualizations derived from underlying datasets like charts, maps, filtered views
  • Data Lens pages - a visualization page built on top of datasets
  • ESRI Extension Maps - our instance of a ArcGIS Online endpoint
  • Federated Datasets - datasets that are available in your catalog but hosted on another open data portal
  • Configuration Datasets - datasets used by administrators to configure homepage design
  • Snapshots - archived versions of datasets
  • Tabular datasets that are created when Spatial Lens boundaries are added to a domain. These datasets are not exposed to users, and can be deducted from the "Total Datasets" count in Site Analytics (one for each boundary created in the Spatial Lens section of the Administration panel). 

The site analytics page is updated daily, so you may see a delay in Total Datasets being updated.

*we are aware that catalog totals may differ from the Total Datasets number, more information on this discrepancy to come.

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