PORTALS, DASHBOARDS AND WIDGETS DIGITAL EXPERIENCE MANAGER 7.2

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1 PORTALS, DASHBOARDS AND WIDGETS 1

2 SUMMARY 1 INTRODUCTION INSTALLATION How to install Portal Factory Required modules CREATING A PORTAL Creating a new Portal site Using Portals in an Existing Site Defining a Portal Model Tabs Widgets The Widget Zap Widget options Reference copy vs. Full copy Configuring the Portal Model Allow Customization Enabling the Portal Model Portal Features for End-Users Portal List Using the default Portal model Customizing the Portal Locking the Portal Portal tab accessibility: Jahia Solutions Group SA Page 2 / 27

3 4 PORTAL ADMINISTRATION Managing User Portals Managing Portal Models Group Restrictions Jahia Solutions Group SA Page 3 / 27

4 1 INTRODUCTION Jahia Digital Experience Manager is a platform for managing a variety of digital initiatives in a productive and secure fashion. Initiatives such as building websites, mobile sites, intranets and portals, all of which can interact with visitors in order to deliver the best user experience possible. This document presents Portal Factory, a new, advanced portal generation and management interface, available as an Add-on for Jahia Digital Experience Manager. Portal Factory allows you to create Portal models for your site and give your users access to one or more Portals based on these models. They can also under circumstances customize these portals within the limits you define. This guide explains the fundamentals of this new module and the usage / function of all menus and major features. Explanations remain simple and factual, so this guide can help users to get acquainted rapidly to the tools they will use. Some advanced technical features such as creating custom widgets or connecting to the Javascript Portal API are covered in the Portal Factory Technical Documentation that will be available on the Jahia Web Site Jahia Solutions Group SA Page 4 / 27

5 2 INSTALLATION 2.1 HOW TO INSTALL PORTAL FACTORY Portal Factory is an extension suite for Jahia Digital Experience Manager. In order to use it, you have to install all the Portal Factory modules on your existing Jahia Digital Experience Manager installation. To deploy the modules, you can use the Studio in Digital Experience Manager and use the "New > Get module from sources" option in the Toolbar for each module. For optimal deployment on the platform, they must be installed in the order presented hereafter because of the dependencies existing between some of them. 2.2 REQUIRED MODULES All these modules must be deployed on the platform in that order for Portal Factory to work. Portal factory - core: is the core module for the portal, it contains the JavaScript Portal API and the portal taglib, all the filters, actions, scripts, and views necessary to the portal to work correctly. Portal factory - user portal: These are the components related to the portal for end-users. These components rely on the portal JavaScript API and the portal taglib. The user portal contains: Portal toolbar: This toolbar displays the tabs and the actions available to create and edit portals User s portal list: A simple component displaying all the portals accessible by the current user. Portal widget zap: A component displaying all the drag&droppable widgets in the portal. Portal factory - widgets: This is the portal widgets sample. (twitter widget, rss feed widget, script widget, document browser widget, etc.) Jahia Solutions Group SA Page 5 / 27

6 Portal factory - default templates: This is the default template set that can be used directly to start creating portals easily. Note that you can create your own template set or reuse an existing one. But this one offers a simple way to get started with portal creation. For every module, go to the link indicated. Copy the clone link using the HTTPS clone URL button on GitHub. In the Studio, click the "New > Get module from sources" option Jahia Solutions Group SA Page 6 / 27

7 Choose the SVN option. Paste the link into the URI field and enter the artefact ID manually, by copying the name of the. git file without the. git extension. Click OK to save. After a few moments, the new module will be installed on the platform Jahia Solutions Group SA Page 7 / 27

8 3 CREATING A PORTAL 3.1 CREATING A NEW PORTAL SITE Now that all the necessary modules are installed on the Digital Experience Manager platform, the next step is to create a site. The quickest way to set up a portal is to use the Portal Factory Default Templates we installed previously. Create a New Web Project On the templates and modules selection screen, choose the template set "Portal Factory Default Templates" and check the boxes to deploy the Portal Factory modules (Portal Factory core, Portal Factory User Portal, Portal Factory Widgets) on your site Once the site is created, the Portal Settings are accessible via the Site Settings in a new tab called "Portal Factory" Jahia Solutions Group SA Page 8 / 27

9 3.2 USING PORTALS IN AN EXISTING SITE To be able to use Portals in an existing Jahia Digital Experience Manager Web Site, Portal Factory Modules must be activated for this site Specific portal templates including portal content must be created through the Studio and added to your site. For more information, please refer to the Portal Factory Technical Documentation and Videos, available on the Jahia website. 3.3 DEFINING A PORTAL MODEL To enable Portals for your users, you must first create a Portal Model on your new site. A portal model is a sort of master template which defines a default Portal for your users to access. Users can use the default portal as is or, if your settings allow it, they can create their own customized instance of the portal, based on that model Jahia Solutions Group SA Page 9 / 27

10 Choose a name for your portal model and a template set that will be used as templates for the portal tabs. Select a Portal template set. The default template set used to create the site already includes portal content templates for you to use. It is possible to create your own portal template set using the Studio in Jahia Digital Experience Manager. This will be explained in a dedicated document on the Jahia Web Site. For now we will use the template set contained in the default template module. On the template selection screen, you must choose the portal node. This is the parent of 4 content templates specific to the portal tab type. Please note that due to the Portal validation mechanism, if you choose a template node that doesn t contain any portal related template, you will see an error message. Specify a Portal full template (optional). This is the template that will be used to display a widget in full view. Typically, the usual setting is the 1 Column template so the widget can take all space available Jahia Solutions Group SA Page 10 / 27

11 Specify the widget types that are allowed in this portal model. All the Portal instances that will be built by users upon this model will be authorized to use one or more of these allowed widgets only Jahia Solutions Group SA Page 11 / 27

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13 At creation, the Portal contains an automatically generated tab. You can specify a name for this first portal tab. You will be able to make changes to this information later in your portal model. Save the form. Your Portal Model is now visible in the list of portal models under the "Portal Factory" tab in your site's Site Settings when you choose "Manage Portal models". Now that the new blank portal model is created, go to Live Mode by clicking the World icon (1st) and start composing your portal by adding widgets to it. Do not enable the Portal model as long as you haven't finished its widget configuration. Only enable it when it is ready to be used by users. This is what the blank Portal model looks like in Live Mode: The toolbar displaying the current tab is the Portal Toolbar component Jahia Solutions Group SA Page 13 / 27

14 3.4 TABS To add a new tab, click on the personal avatar icon and choose new portal tab : By clicking on the wrench icon, you can edit the current tab. The (lock/unlock) action will be discussed later. 3.5 WIDGETS Use the Widget Zap to add widgets to your Portal model. You can create your custom widgets and custom widget skins using the JavaScript Portal API. This will be detailed in a separate technical documentation available for download on the Jahia website. In this document, we will stay focused on standard widgets The Widget Zap On the left you can see this button: Clicking the arrow will display the Widgets Zap (list for selection): Jahia Solutions Group SA Page 14 / 27

15 You can directly drag & drop widgets from the Widgets Zap onto your page. The allowed zone for inserting the widget is indicated by a black line. As an example, let's drag the RSS Feed widget onto the left column: The widget appears at desired location. If the widget has an edit view, this is the view that will be displayed. Otherwise, the widget will display the default view. For the RSS feed widget, the edit view is loaded Widget options At the top of the widget, you can see a small toolbar with various icons: : load the widget in the full template (if there is one for the current portal, otherwise this icon is not displayed) Jahia Solutions Group SA Page 15 / 27

16 : load the edit view for the widget (if there is one, otherwise this icon is not displayed) : minimize/maximize the widget (present in any case) :delete the widget (when the widget is a reference to a widget model, a confirmation message is displayed) : load the model view for the widget, this icon is only shown when you are configuring the model. This option displays a form containing informations about the behavior of the widget when copied (full copy or reference copy when a user creates their portal from this model see Customizing the Portal) Reference copy vs. Full copy In the Copy by Reference behavior, widget's appearance and parameters in the User Portal are completely defined by their definition in the model. If the admin modifies the widget in the model, the widget in the User Portal will automatically reflect the changes. Also, if the user tries to delete the widget in their portal, an error message will be displayed. In the Full Copy behavior, the widget, its appearance and parameters are copied when it is first instantiated and any further changes made to the widget in the model by the Site Administrator are not reflected in the User Portal. 3.6 CONFIGURING THE PORTAL MODEL Let's add some standard widgets to our Portal model. In this example, we create 3 tabs ('welcome' created automatically, 'social' and 'document'). The 'welcome' tab uses a 2-column template. It contains the RSS Feed widget, which we chose to copy by reference, and one more widget, map. The RSS Feed behavior is set to "Copy by reference" Jahia Solutions Group SA Page 16 / 27

17 The 'social' tab uses the template 2 columns 8 / 4 and the purple widget skin and contains a portlet and a script widget Jahia Solutions Group SA Page 17 / 27

18 The 'document' tab uses the 1 column template and contains a document browser widget. 3.7 ALLOW CUSTOMIZATION In the Portal Model creation form, you can specify whether customization is allowed or not for this model. Check the box "Allow customization" to allow users to create custom portals from your model (see below Customizing the Portal) If not allowed, the users will not be able to create their own portal. They will only be able to use the Portal model as is Jahia Solutions Group SA Page 18 / 27

19 3.8 ENABLING THE PORTAL MODEL Now that the portal model is configured, you need to Enable the portal model for your users to be able to use the Portal. Go to Edit Mode under the "Portal Factory" tab in your site's Site Settings, "Manage portal models" and click the Enable button. 3.9 PORTAL FEATURES FOR END-USERS End-Users can instantiate the Portal Model and use it as-is or customize it (if allowed by the Site Administrator). To help you understand how the Portal works for End-Users, let's create a sample home page for the site Portal List To display the list of the Portals that the user can access, add a "User's Portal List" component to a page, and publish the site Jahia Solutions Group SA Page 19 / 27

20 As the "R&D" Portal model is enabled and no custom Portal exists, the user will see this in Live Mode: Using the default Portal model Clicking on the name will take the user to the R&D Portal model: The user can use the Portal model as-is and have access to the content but cannot change the configuration of the model. The icons available for the widgets are: : load the widget in the full template (if there is one for the current portal, otherwise this icon is not displayed) : minimize/maximize the widget (present in any case) No Edit options are available in this view Jahia Solutions Group SA Page 20 / 27

21 If customization is enabled, users can customize their own instance of the model by clicking on the Customize button Customizing the Portal By clicking on the Customize button on the Portal model screen, a copy of the model is made under the user node. In this copy, Edit options appear for the tabs and the widgets. The icons available for the widgets are: : load the widget in the full template (if there is one for the current portal, otherwise this icon is not displayed) : load the edit view for the widget (if there is one, otherwise this icon is not displayed) : minimize/maximize the widget (present in any case) : delete the widget (when the widget is a reference to a widget model, a confirmation message is displayed) Within a custom Portal, the user can move widgets, remove widgets, create tabs, edit tabs... In this example, the RSS feed widget cannot be edited nor removed, as it has been Copied by Reference from the model. This means that this widget's appearance and behavior are completely defined by their definition in the model. If the admin changes the widget in the model, this widget will automatically reflect the changes. If the user tries to delete the widget, an error message will be displayed Jahia Solutions Group SA Page 21 / 27

22 Note: when a user chooses to customize a portal from a model, the User's Portal List will no longer display the link to the model. The List will now display the link to the modified Portal. The user will not see the link to the model again, unless his customized Portal is deleted Locking the Portal The Lock portal tab allows the user to lock the portal. This feature hides all the widget toolbars and icons and the drag & drop feature is deactivated. This is useful when the the user doesn't want to make any changes to the portal and simply wants to use it, gaining thus more screen real estate and focusing on relevant content Jahia Solutions Group SA Page 22 / 27

23 The portal can be unlocked it by clicking on the Unlock portal tab Portal tab accessibility: Using the icon in the Portal toolbar tab, users can specify the accessibility policy for their portal tabs. A portal tab and its contents can either be: private (only visible by the user themselves) visible by authenticated users public (visible by everyone, including guests) By default, all tabs are private Jahia Solutions Group SA Page 23 / 27

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25 4 PORTAL ADMINISTRATION 4.1 MANAGING USER PORTALS As users can create their own portals, it can be useful to have a manage them. In the "Portal Factory" entry in your site's Site Settings, go to Manage user portals to display the list of all existing user portals. Here you can see for each user portal instance: the model they are based on, when was the last time they used the portal and the creation date. It is also possible to delete a user's portal. If a custom portal is deleted, the user will be redirected to the Portal model and the link to their custom portal in their Portal list will be replaced by a link to the model. 4.2 MANAGING PORTAL MODELS In the "Portal Factory" entry in your site's Site Settings, go to Manage portal models to display the list of all existing portal models on the site Jahia Solutions Group SA Page 25 / 27

26 For each model, you see the name of the model, the number of user portal instances based on this model, an action bar and a State button allowing you to enable/disable the model for your site. The action bar icons are: World icon: compose the Portal model in Live mode using widgets Edit icon: edit the Portal model's properties Person icon: edit the Group restrictions Delete icon: delete the Portal model 4.3 GROUP RESTRICTIONS It is possible to restrict access to a Portal model to certain specific user groups only. Only members of these groups will be able to see the Portal model and use it. If no restrictions are defined, all authenticated users can see the portal model. To edit Group restrictions, click the "person" icon in the action toolbar (3rd icon) Jahia Solutions Group SA Page 26 / 27

27 The number of groups that can be displayed on this screen is limited. Use the search field to filter the results if needed. To add a group to the list of allowed groups, just select it and click on add selected groups to restrictions. To remove a group from the list of allowed groups, just select it and click on remove selected groups from restrictions. For more information about Portal Factory and other Jahia Products, please refer to the videos and technical documentation available on the Jahia Web Site Jahia Solutions Group SA Page 27 / 27