1. Managing Components and Roles

With this example, you will learn how to use the components of Portal and to allocate a predefined environment to a Portal user.

1.1. Requirements

Before starting the configuration of dashboards, modules and roles, you need to complete the following tasks:

• a Portal account with Administrator privilege is created for you
• a basic concept to design the information has been prepared
• the widgets needed for the modules are already created in Portal

1.2. Step-by-step process

1.2.1. Step 1: Add a new module

Logging in to Portal with Administrator privilege user account

1. Click the icon on the bottom left of the window

2. Select Add a new module

   
   

3. Double-click the default name and enter the module name. Apply with Enter or cancel with Esc.

   
   

1.2.2. Step 2: Add a new dashboard

In the selected module

1. Click the icon on the bottom left of the window

2. Select Add a new dashboard

   
   

3. Double-click the default name and enter the dashboard name. Apply with Enter or cancel with Esc.

   
   

1.2.3. Step 3: Add existing widgets to the new dashboard

In the selected dashboard, click Add content on the top right of the windows

• 

The Portal Gallery opens for browsing the existing components.

In the selected dashboard, add the widget with the following sequence

1. Click Browse Widgets

2. Select the category of the widget (in this example, Sample - Applications)

3. Select the widget that you want to add (in this example, Active applications)

4. Click Add it to my portal to add the widget on the bottom of the selected dashboard

   
   

   • You can add more widgets by browsing the gallery, selecting the components and add it to the portal.
5. Moving widgets up-down or right-left is simply done by selecting a widget and moving it to the new area.
   • Move the mouse over the widget bar

   
   

   • Move the widget to the new area

   
   

6. Close Gallery to go back in the Portal module

1.2.4. Step 4: Publish a module in the library

Select Administration module, Gallery Management, menu Modules to open the modules administration

1. Click the icon on the top right of the modules management to add a new module

   
   

Select and describe the module to add in the Gallery

1. Select the module to add

2. (Optional) Change the display name for the gallery

3. Define a category, or choose an existing one

4. Add a description

• 
  

  1. Click Ok to create the module and display it it the module list.

1.2.5. Step 5: Define a role

1. Select Administration module, NEXThink Portal Management, menu Roles to open the roles administration

   • Click the icon on the top right of the roles management to add a new role

   
   

2. Configure the role and select modules to add with

   • Define the role name

   • Select the module(s) to add. For multiple selection, use Ctrl function.

   
   

3. Click Ok to create the role and display it it the roles list.

1.2.6. Step 6: Apply role(s) to a user

1. Select Administration module, NEXThink Portal Management, menu Accounts to open the user account administration

   • Click the icon on the top right of the users management to add a new account

   
   

2. Configure the account and select roles to add with

   • Define the account name

   • Select the role(s) to add. For multiple selection, use Ctrl function.

   
   

3. Click Ok to create the account and display it it the accounts list.

The user can now logging in to the Portal and will see the module. This module cannot be modified.

1.3. Updating an existing module

If you need to update an existing module, for example to add a widget, change dashboard name or remove components, the following sequence is needed.

1. Logging in to Portal with Administrator privilege user account
2. Add the module to update in your user environment
3. Unlock the module for changing the configuration
4. Add, modify or delete components
5. In Administration, edit the corresponding module
6. Select the replacing module from the list save to finish