|
|
| (28 intermediate revisions by 5 users not shown) |
| Line 1: |
Line 1: |
| − | ==Creating a Role Based Portal==
| + | #REDIRECT [[Portal design]] |
| | | | |
| − | You can create a simplified interface for a [[Role|role]] by using the Portal interface.
| + | {{DeprecatedPage}} |
| − | | |
| − | [[Image:Menu6.png]]
| |
| − |
| |
| − | ==Comparison between Menu and Portal Interfaces==
| |
| − | | |
| − | The following table outlines the key differences between the two interfaces.
| |
| − | | |
| − | [[Image:Menus5.png]]
| |
| − | | |
| − | ==Steps to Create a Portal==
| |
| − | | |
| − | A [[Portal]] interface is created using the following steps:
| |
| − | * Click the [[Portal]] button in the [[Role|Roles]] list for the required role.
| |
| − | * Add each icon and narrative text required.
| |
| − | * Most [[SmartSimple]] functions are selectable through the '''Shortcut List''' within the [[Portal]] screen, but other links can be manually added and associated with an icon and narrative text.
| |
| − | * A small wrench symbol is displayed to the left of the [[Portal]] button in the '''Role List''' view once a [[Portal|portal]] has been established for that [[Role|role]].
| |
| − | * The [[Portal]] interface is automatically displayed to [[User|users]] in the associated [[Role|role]], and the [[Administration Interface|administration interface]] will no longer be displayed.
| |
| − | * If the [[User|user]] is in multiple roles with associated [[Portal|portals]], then a combined portal will be displayed. Duplicate icons from each role are not displayed.
| |
| − | * The [[Portal]] interface is never displayed to [[Global Administrator|Global]] or [[Local Administrator|Local Administrators]]. If a [[User|user]] is an [[Administrator|administrator]] and has other [[Role|roles]] with associated [[Portal|portals]], these are accessed through the [[Application|Applications]], '''My Portal''' menu.
| |
| − | * You must enable an associated [[Menu|menu]] item for the associated '''Portal Shortcut''' to function. If you do not, the system message – '''function not available please contact system administrator''' – will be displayed to the [[User|user]].
| |
| − | | |
| − | If you want the [[Portal|portal]] user to see the people on-line feature, you must enable the People on-line [[Menu|menu]] for the [[Role|role]]. There is no portal icon that represents this feature.
| |
| − | | |
| − | ==Creating a Portal Interface==
| |
| − | | |
| − | In this exercise you will create an employee portal.
| |
| − | | |
| − | 1. Click the [[Configuration Menu|Configuration]], Roles & Permissions [[Menu|menu]].
| |
| − | | |
| − | [[Image:Menu7.png]]
| |
| − |
| |
| − | 2. Click the [[Portal]] button for the '''Employee''' [[Role|role]].
| |
| − | | |
| − | The Portal window is displayed.
| |
| − | | |
| − | [[Image:Menu8.png]]
| |
| − |
| |
| − | New Shortcuts are added using the top panel of the window, and are listed at the bottom of the window once created.
| |
| − | | |
| − | The following tabs are displayed at the top of the [[Portal]] window:
| |
| − | * '''New Shortcut''' – clears the shortcut displayed in the top of the window, and starts a new shortcut.
| |
| − | * '''Portal Design''' – displays the advanced portal setting that controls overall look and feel.
| |
| − | * '''Import''' – imports the shortcuts from a portal you have previously created.
| |
| − | * '''Export''' – exports the shortcuts so you can create another portal for a different role.
| |
| − | * '''View Roles''' – returns to the '''Role List'''.
| |
| − | | |
| − | If you wish to edit an existing shortcut, click on the name and it will be displayed in the top panel.
| |
| − | | |
| − | The following controls are displayed in the top panel.
| |
| − | * '''Shortcut''' – displays the list of [[SmartSimple]] Shortcuts.
| |
| − | * '''Name''' – the name you want to display to the right of the shortcut icon.
| |
| − | * '''Description''' – the description you want to display below the shortcut icon.
| |
| − | * [[URL]] – the link to the item.
| |
| − | * '''Order''' – the display order of the icons in the ]]Portal|portal]]. Icons are displayed left to right and top to bottom.
| |
| − | * '''Icon Type''' – the type of icons you wish to use.
| |
| − | * '''Icon''' – the specific icon taken from the icon type.
| |
| − | | |
| − | There are three buttons displayed in the top pane:
| |
| − | * '''Save''' – save the shortcut.
| |
| − | * '''Clear''' – clear the current shortcut from the top panel.
| |
| − | * '''Preview''' – display the portal. In preview mode the [[Portal|portal]] shortcuts will not function.
| |
| − | | |
| − | Make sure you click the '''Clear''' button or '''New Shortcut''' tab when adding shortcuts; otherwise you may overwrite the same shortcut on the list.
| |
| − | | |
| − | 3. Add the following '''Shortcuts''':
| |
| − | | |
| − | [[Image:Menu9.png]]
| |
| − | | |
| − | 4. Click the '''Preview''' button.
| |
| − | | |
| − | The Portal Preview is displayed.
| |
| − | | |
| − | [[Image:Menu10.png]]
| |
| − |
| |
| − | The selected shortcuts are displayed in the main pane of the window and also displayed as icons in the left navigation pane.
| |
| − | | |
| − | 5. Close the '''Preview''' window.
| |
| − | | |
| − | ==Testing the Portal==
| |
| − | | |
| − | 1. Switch to the other [[Browser|browser]].
| |
| − | | |
| − | 2. Click the [[Browser|Browser’s]] '''Refresh''' button.
| |
| − | | |
| − | The portal is displayed.
| |
| − | | |
| − | 3. Test the [[Portal]] functionality.
| |
| − | | |
| − | ==Modifying the Left Panel Navigation==
| |
| − | | |
| − | You can make further modifications to the [[Portal|portal]] view through the use of the '''Portal Design''' feature.
| |
| − | | |
| − | 1. Switch to your [[Administrator]] session.
| |
| − | | |
| − | 2. Click the '''Portal Design''' tab.
| |
| − | | |
| − | The '''Portal Design''' window is displayed.
| |
| − | | |
| − | [[Image:Menu11.png]]
| |
| − |
| |
| − | This feature provides control of the following items:
| |
| − | * '''Priority''' – defines the priority of this [[Portal|portal]], if the [[User|user]] has more than one portal [[Role|role]].
| |
| − | * '''Side Bar Icons''' – the icon size for the left panel. Choose from small, medium and large.
| |
| − | * '''Side Bar Width''' – the width in pixels of the left panel.
| |
| − | * '''Dividing Bar Width''' – the width in pixels of the dividing line, between the left panel and the main panel.
| |
| − | * '''Show Text''' – displays the name of the icon in the left panel.
| |
| − | * '''Shortcut Variables''' - provides the ability to add shortcut variables to custom portals using HTML formatting.
| |
| − | * '''Header''' – HTML content of the top panel.
| |
| − | * '''Left Menu''' – HMTL content of the left panel.
| |
| − | * '''Body''' – HTML content of the body of the portal.
| |
| − | | |
| − | 3. Click the '''Show Text''' check box.
| |
| − | | |
| − | 4. Click the '''Save''' button.
| |
| − | | |
| − | 5. Click the '''Edit Portal''' tab.
| |
| − | | |
| − | 6. Click the '''Preview''' button.
| |
| − | | |
| − | The [[Portal]] is redisplayed in '''Preview''' mode with captions displayed below the left icons.
| |
| − | | |
| − | [[SmartSimple]] provides a one day course for HTML designers wishing to learn more about the capabilities of the portal design.
| |
| − | | |
| − | [[Category:System Management]][[Category:Roles]]
| |
This article is deprecated and the information contained within may no longer be correct.
