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| − | ==Creating a Role Based Portal==
| + | #REDIRECT [[Portal design]] |
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| − | You can create a simplified interface for a [[Role|role]] by using the Portal interface.
| + | {{DeprecatedPage}} |
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| − | [[Image:Menu6.png]]
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| − | ==Comparison between Menu and Portal Interfaces==
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| − | The following table outlines the key differences between the two interfaces.
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| − | {| border="1" | |
| − | |'''Feature'''
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| − | |'''Administration'''
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| − | |'''Portal'''
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| − | |-
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| − | |Navigation
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| − | |Left Panel contains menu items
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| − | |Icons displayed in main panel and also optionally displayed in the left panel. Left panel icons can be suppressed.
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| − | |-
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| − | |Interface Title
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| − | |''Not applicable''
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| − | |Portal Title associated with the role is displayed next to the uploaded company image.
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| − | |-
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| − | |Home Button
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| − | |Left navigation below uploaded company image
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| − | |Top right of the window. Home button takes user back to Portal icons.
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| − | |-
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| − | |Logout button
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| − | |Left navigation below uploaded company image
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| − | |Top right of the window
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| − | |-
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| − | |Personal Settings Link
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| − | |Above uploaded company image
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| − | |Below uploaded company image
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| − | |}
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| − | ==Creating a Portal Interface==
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| − | In this exercise you will create an employee portal.
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| − | 1. Click the [[Configuration Menu|Configuration]], [[Roles and Security Settings]] link.
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| − | 2. Click on the hyperlink for "User Roles." <br>
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| − | 3. Click on the Edit option for the "Employees" role.<br>
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| − | 4. Click the "Shortcut" tab.<br>
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| − | New Shortcuts are added using the right panel of the window, and are listed on the left side of the window once created.
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| − | The following tabs are displayed at the top of the Shortcuts window:
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| − | * '''New Shortcut''' – clears the shortcut displayed in the top of the window, and starts a new shortcut.
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| − | * '''Import''' – imports the shortcuts from a portal you have previously created.
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| − | * '''Export''' – exports the shortcuts so you can create another portal for a different role.
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| − | * '''Re-Order''' – re-order shortcuts.
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| − | If you wish to edit an existing shortcut, click on the name and it will be displayed in the right panel.
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| − | The following controls are displayed in the top panel.
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| − | * '''Name''' – the name you want to display to the right of the shortcut icon.
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| − | * '''Description''' – the description you want to display below the shortcut icon.
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| − | * '''Category''' – the category that the shortcut should be grouped under.
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| − | * '''Order''' – the display order of the icons in the [[Portal|portal]]. Icons are displayed left to right and top to bottom.
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| − | * '''Icon Type''' – the type of icons you wish to use. Click on the ''Show'' button to choose the icon from a selection page.
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| − | * '''Icon''' – the specific icon taken from the icon type.
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| − | * [[URL]] – the link to the item. See also [[Report URL|Determining the URL of a report]].
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| − | * '''Visibility Condition''' - allows you to use conditional logic to determine whether or not this icon is visible
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| − | ::''See [[Visibility Condition]] for examples''
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| − | There are three buttons displayed in the top pane:
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| − | * '''Save''' – save the shortcut.
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| − | * '''Clear''' – clear the current shortcut from the top panel.
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| − | Make sure you click the '''Clear''' button or '''New Shortcut''' tab when adding shortcuts; otherwise you may overwrite the same shortcut on the list.
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| − | 5. Add the following '''Shortcuts''':
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| − | [[Image:Shortcut List.png|link=]]
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| − | 6. Click the '''Preview''' button.
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| − | The Portal Preview is displayed.
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| − | [[Image:Menu10.png]]
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| − | The selected shortcuts are displayed in the main pane of the window and also displayed as icons in the left navigation pane.
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| − | 5. Close the '''Preview''' window.
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| − | ==Testing the Portal==
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| − | 1. Switch to the other [[Browser|browser]].
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| − | 2. Click the [[Browser|Browser’s]] '''Refresh''' button.
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| − | The portal is displayed.
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| − | 3. Test the [[Portal]] functionality.
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| − | ==See Also==
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| − | * [[portal design|Portal Design]]
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| − | * [[Report URL|Determining the URL of a report]]
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| − | * [[ReportProperty]]
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| − | [[Category:System Management]][[Category:Roles]][[Category:Interface]]
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This article is deprecated and the information contained within may no longer be correct.
