Portal. WinOcular Portal

Transcription

1 WinOcular Copyright 2000 by Combined Computer Resources, Inc Stemmons Frwy., Suite 1046 Dallas, Texas Telephone 214/ Fax 214/ Support Line 800/ Combined Computer Resources, Inc. Combined Computer Resources, Inc. Page 1

2 Login 1. You may login to the WinOcular by entering your User ID and password at the login screen. 2. Once you successfully login, you should see a page similar to the screen below: The portal menu should now display the various WinOcular modules that your security level allows. The different modules can be accessed by simply clicking on the link or if you would like to open the module in a NEW window, click the icon next to the link. Management The portal announcements have the ability to display messages to portal users. The announcement window is located on the upper right corner section of the menu screen. The management of the announcements are can be accessed using the manage link located within the announcement window. Combined Computer Resources, Inc. Page 2

3 To manage announcement: 1. Click the manage link located in the announcement window. 2. The manage screen should now be displayed. 3. You may now edit existing messages by clicking on the pencil icon located next to the existing messages. Text window to add/edit text for messages. Date parameters to control display of messages using a start date and end date You may also control who can see the message using the pull down menu. 4. You may also use the formatting tools located above the content window to manipulate font, size, color etc. 5. You may also use the hyperlink icon to add hyper links to documents or web sites using the hyperlink tool located above the content window. Combined Computer Resources, Inc. Page 3

4 To add a hyperlink to a document using a word within a sentence as a anchor: 1. Click the green plus icon to start a new announcement. 2. Enter the text into the content window like the example below. 3. Highlight the word or words you would like to use as the anchor for you hyperlink. 4. Click the hyperlink icon located on the tool bar. 5. The editing window for the hyperlink will now be displayed in a smaller window like below: Enter the html address for the document or page you would like to link here. Control if you want the page for the hyperlink to open in t he same window or a new separate window 6. Click the Update button to save the hyperlink configuration. Configuration T he con figuration link located in the upper right corner of the portal menu screen will allow for additional features. Allowing users to change their password. Make sure the Allow user to change password is checked. Combined Computer Resources, Inc. Page 4

5 Impersonation ( This feature will need to be authorized using the security module, this impersonation feature is disabled as a default) 1. If enabled in security, you should see the followi ng screen when you click the configuration link from the portal menu screen. 2. You can now select an individual user or a group to impersonate. This impersonation works for all of the auto login enabled modules like the table maintenance, data entry, applicant query, security and workflow. 3. Click the update button once you have selected the user or group to impersonate. You may stop impersonating at any time by clicking the link located near the upper right corner. During impersonation, this message will appear on the portal menu indicating who you are impersonating. Combined Computer Resources, Inc. Page 5