Functions for a teamWorks portal

Portal functions

If you click or select a folder, component or page in the navigator, a description of it will appear in the display area together with the functions. The buttons with the toolbar functions will also appear.

In the Portal management module, select the branch of the navigator with the name of the portal.

Editing descriptions

The display area contains a description of the component or page you have selected. You can modify this description at any time.

Web server

Configure Microsoft Internet Information Services (IIS) opens the corresponding window. With this link, the execution of the portal can be switched to a different Web server and, for example, the port can be changed.
Status: with this option you can stop or restart the Web server.
Session timeout indicates the time of the session variable. The session variable is set for users. A user is automatically logged off the portal, if he or she has not been active on the portal for the set time.
Address is the link (URL) under which the portal is accessed by the users.

Portal settings

If the Windows authentication is activated, users do not need to log on to the portal. The Windows authentication is automatically adopted for the logon.

If you want to use this function, activate the option in the Portal management area. Furthermore, you must use this authentication in the Properties window for users in the User management area.

Display help in the portal activates or deactivates the help pages for users in this portal.
Display tips in portal displays or hides the tips for users in this portal. For each page you can also specify whether tips are shown or not.
Adjustable start page: activate this option if you want to allow users to customize their start page.
Display "Recommend this page" in the portal: if you select this option, then the Recommend this page link will appear at the bottom of every page. If a user clicks on this link, a new e-mail opens in the default e-mail client. The link to the current page is inserted in this e-mail.
Close session when closing the browser automatically logs off users from the portal when closing the browser.
Display the navigation path on each page header shows the breadcrumb navigation on each page.
Allow pictures in HTML page editor enables users to insert and edit pictures in the HTML page component. If this option is not activated, the corresponding button for pictures is not displayed.

HTML page component

Only allow HTTPS protocols ensures that only this specific protocol is used.

Change access

You can grant users access to the whole portal, to each component and each page. In so doing, you can specify which users are allowed to view the portal and individual components and pages. For example, you can allow only certain users to book resources, such as a meeting room.

Click this link and the "Change access" window opens. If a component or a page has been set to public, then all users will have access to it. You can apply (inherit) the users from the parent element or select new ones.

Language support

CAS genesisWorld and the portal are available in those languages for which the language versions were installed.

Activate the Offer language selection option including the languages which you use in your company.

If users work with one of the standard languages and the respective option is activated, the portal is displayed in this language.

Please note that all namings of the pages have to be in the respective language. For new components or pages in the portal, use the Translate function.

If a language that is not supported is set in the browser, the portal is displayed in the language which is set as default.

For example, activate English and select then the Use English as default link.

When logging on to the portal, a drop-down list with the available languages will be displayed.

Changing the default user

You can select a particular user as the default user for a portal. Users can then use this portal without having to log on themselves. If a user does not log on, then the default user's rights apply.

The select link opens the corresponding window. Select a user that you have created in the User management area. This user and his or her rights will then be transferred to the default user.

If the Allow access without logon option is selected, the portal opens without showing the logon page. Instead, you can enter a text using the Change salutation text link; CAS genesisWorld then opens immediately with the start page. The salutation text is displayed on top of the page. User name and password fields are displayed in the navigator so that the user can log on.

Backing up and restoring portals

Click Save portal to back up the complete portal. Define the directoray in which you want to store this file.

Click Restore portal to restore the portal.

Editing pages

This link switches the displayed page to edit mode.

Default component

If you use the same components in a portal more than once, then you can select one of them as the default component. Links from other pages will then be automatically directed to the default component.

The default component for a data record type is also used for the search if several components are used. You can define this setting in the Display area.

Display area

Example
The "Calendar" component is used in different areas of a portal. A link on an employee's page takes you to the employee's calendar. If you now set one of the calendar components as the default component, this link will then always take you to the calendar of the default component.

Editing tips

On each page, you as the administrator can add tips and useful notes for users, for example, instructions on how to fill out a form or tips for a request. Click the Edit link to switch to editing mode so you can write and format your text. You can change the tip's background color in the Display area. Tips can be activated or deactivated. To display tips, select the "Display tips in portal" option for this portal.

Drag and drop

You can move items around in the Portal management area's navigator by dragging and dropping them.

You can move pages within a component.
You can move components from one portal to another.

Limiting the number of parallel requests per session

You can limit the number of requests a user is allowed to make in one session. The user will receive an error message until these requests have been processed. The default limit is set to 20 requests. You can change this value in the ParallelRequestPerSession field of the Portal.xml file.