TIBCO Nimbus. SharePoint Customization Guide. Software Release November 2017

Transcription

1 TIBCO Nimbus Customization Guide Software Release November 2017

2 Important Information SOME TIBCO SOFTWARE EMBEDS OR BUNDLES OTHER TIBCO SOFTWARE. USE OF SUCH EMBEDDED OR BUNDLED TIBCO SOFTWARE IS SOLELY TO ENABLE THE FUNCTIONALITY (OR PROVIDE LIMITED ADD-ON FUNCTIONALITY) OF THE LICENSED TIBCO SOFTWARE. THE EMBEDDED OR BUNDLED SOFTWARE IS NOT LICENSED TO BE USED OR ACCESSED BY ANY OTHER TIBCO SOFTWARE OR FOR ANY OTHER PURPOSE. USE OF TIBCO SOFTWARE AND THIS DOCUMENT IS SUBJECT TO THE TERMS AND CONDITIONS OF A LICENSE AGREEMENT FOUND IN EITHER A SEPARATELY EXECUTED SOFTWARE LICENSE AGREEMENT, OR, IF THERE IS NO SUCH SEPARATE AGREEMENT, THE CLICKWRAP END USER LICENSE AGREEMENT WHICH IS DISPLAYED DURING DOWNLOAD OR INSTALLATION OF THE SOFTWARE (AND WHICH IS DUPLICATED IN THE LICENSE FILE) OR IF THERE IS NO SUCH SOFTWARE LICENSE AGREEMENT OR CLICKWRAP END USER LICENSE AGREEMENT, THE LICENSE(S) LOCATED IN THE LICENSE FILE(S) OF THE SOFTWARE. USE OF THIS DOCUMENT IS SUBJECT TO THOSE TERMS AND CONDITIONS, AND YOUR USE HEREOF SHALL CONSTITUTE ACCEPTANCE OF AND AN AGREEMENT TO BE BOUND BY THE SAME. This document contains confidential information that is subject to U.S. and international copyright laws and treaties. No part of this document may be reproduced in any form without the written authorization of TIBCO Software Inc. TIBCO, Two-Second Advantage and TIBCO Nimbus are either registered trademarks or trademarks of TIBCO Software Inc. in the United States and/or other countries. All other product and company names and marks mentioned in this document are the property of their respective owners and are mentioned for identification purposes only. THIS SOFTWARE MAY BE AVAILABLE ON MULTIPLE OPERATING SYSTEMS. HOWEVER, NOT ALL OPERATING SYSTEM PLATFORMS FOR A SPECIFIC SOFTWARE VERSION ARE RELEASED AT THE SAME TIME. SEE THE RELEASE NOTE FOR THE AVAILABILITY OF THIS SOFTWARE VERSION ON A SPECIFIC OPERATING SYSTEM PLATFORM. THIS DOCUMENT IS PROVIDED AS IS WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, OR NON-INFRINGEMENT. THIS DOCUMENT COULD INCLUDE TECHNICAL INACCURACIES OR TYPOGRAPHICAL ERRORS. CHANGES ARE PERIODICALLY ADDED TO THE INFORMATION HEREIN; THESE CHANGES WILL BE INCORPORATED IN NEW EDITIONS OF THIS DOCUMENT. TIBCO SOFTWARE INC. MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE PRODUCT(S) AND/OR THE PROGRAM(S) DESCRIBED IN THIS DOCUMENT AT ANY TIME. THE CONTENTS OF THIS DOCUMENT MAY BE MODIFIED AND/OR QUALIFIED, DIRECTLY OR INDIRECTLY, BY OTHER DOCUMENTATION WHICH ACCOMPANIES THIS SOFTWARE, INCLUDING BUT NOT LIMITED TO ANY RELEASE NOTES AND "READ ME" FILES. Copyright TIBCO Software Inc. ALL RIGHTS RESERVED. TIBCO Software Inc. Confidential Information TIBCO Nimbus Customization Guide

3 Table of Contents Introduction... 4 Target Audience... 4 About the Customization Guide... 4 About TIBCO Nimbus... 5 Support... 6 What's possible... 7 Customizing Overview of Editing in General... 9 Modify the main logo and title 9 Modify the navigation and page titles 9 Web Parts What is a Web Part 11 Add a Web Part 11 Import a Web Part 11 Modify a Web Part 13 Move a Web Part 16 Remove a Web Part 18 Images Create an image library 18 Hyperlink an image 18 Themes Apply a theme 19 Design a theme 19 TIBCO Nimbus Support Contact Details TIBCO Nimbus Customization Guide

4 Introduction Target Audience The intended audience for this Customization Guide is Administrators who are responsible for customizing a TIBCO Nimbus site. About the Customization Guide The purpose of this guide is to provide information and detailed step-by-step instructions in order to allow site administrators to customize a TIBCO Nimbus site. For information and instructions on installing and upgrading a TIBCO Nimbus integration, please refer to the Administration Guide that can be downloaded from TIBCO s documentation site docs.tibco.com. Microsoft Windows Services provides a powerful toolset for organizing information, managing documents, and providing effective collaboration environments, all within a single Webbased environment that integrates easily with desktop applications such as Microsoft Office. TIBCO Nimbus has developed a solution that integrates TIBCO Nimbus Web Server functionality into a site, thereby providing users with access to all of the TIBCO Nimbus Web Server functionality through a environment. The same access rights apply in the interface as they do with the standard Web Server. These rights are defined on a user and user group basis in the Author Client. A site can be customized in many different ways. The table below lists a summary of what's covered in this guide. Note: With respect to the Source of Change, refers to changes made through the interface and Classic Web Server refers to changes made to the normal Web Server installation. Change\ Customization Source of Change Add Images Add Custom Text Edit Page Add a MSImage.dwp Web Part Edit Page Add a MSContentEditor.dwp Web Part Section Edit Page Modify a Web Part Edit Page Add a Web Part Remove Web Parts Edit Page Remove a Web Part Move Web Parts Edit Page Move a Web Part Change Main Logo Modify Site Settings Change Main Title Modify Site Settings Change Tab Titles Classic Web Server Modify Locale Files Change Web Part Titles Add Web Parts TIBCO Nimbus Customization Guide 4 Import a Web Part Import a Web Part Modify the main logo Modify the main title Modify the navigation and page titles

5 Introduction Change Theme Colors Apply Theme Apply a theme Create and Modify Site Themes Front Page 2003, Designer Create and Modify Themes Design a theme Use TIBCO Nimbus Web Parts in Other Pages and Sites Import and Add Web Part Import a Web Part About TIBCO Nimbus TIBCO Nimbus is a process management mapping application that allows corporate information to be presented graphically and hierarchically in the form of maps and diagrams. It provides a simple user-interface that enables any employee within an organization to access information that is relevant and essential to fulfil their role. Maps are a collection of diagrams created by process authors. A map is initially created as a draft version until it is promoted to a master. Maps may also comprise a number of scenarios. Access rights can be assigned to individual users and groups, allowing or preventing access to an entire map or parts of a map. Continuous improvement to processes is achieved through a number of collaboration features. Acknowledgement requests ensure users are aware of process content that affects their roles. Reviews ensure that content is kept up-to-date. Feedback and change requests allow users to suggest improvements. Users can also be notified when content changes through the use of subscriptions. Statement sets are a hierarchical set of regulatory and auditable statements that ensure compliance to specific business and legal requirements, such as ISO 9000/12001/17799, CMMi, internal company policies, etc. Statements can be linked to activities that are related to compliance and governance. 5 TIBCO Nimbus Customization Guide

6 Support TIBCO Nimbus Support provides the following support for a integration: Errors in the TIBCO Nimbus Web Parts and sites Creating TIBCO Nimbus sites Removing TIBCO Nimbus sites Updating TIBCO Nimbus sites Changing the themes of TIBCO Nimbus sites Adding images and text content to TIBCO Nimbus sites Modifying the properties of a TIBCO Nimbus Web Part Integrating TIBCO Nimbus with the Enterprise Search Using TIBCO Nimbus functionality in a TIBCO Nimbus site TIBCO Nimbus Customization Guide 6

7 What's possible There are many ways to customize a site. The diagram below highlights some of these areas that can be modified. 7 TIBCO Nimbus Customization Guide

8 Overview of Editing in 2010 As a administrator there are two routes to edit a site, either through the Edit Page option or through the Site Settings. These can be accessed from the menu. Edit Page For a TIBCO Nimbus site you can add, remove or update Web Parts to the Home page. When you have finished editing the page, click Stop Editing. Site Settings The Site Settings allow you to perform a variety of administrative actions. You must have administrator rights to the Web site to administer any site settings. The following options are available: Administer users and permissions, for example add or remove users, edit site groups and change a user's site group membership. Modify the look and feel, for example the title, icon, description, theme. Galleries, for example manage Web Parts, libraries, templates. Site Administration, for example regional settings, site libraries and lists, site features. TIBCO Nimbus Customization Guide 8

9 General Modify the main logo and title You can change the logo and title that appears on every page associated with the TIBCO Nimbus site. For example, you may want to use a corporate logo Click, then Site Settings. Under Look and Feel click Title, description and icon. In the Logo URL and Description section, enter or paste the URL of the image that you want to display. For example, To ensure it works, click Click here to test. In the Title and Description section modify the Title text. Click OK. Modify the navigation and page titles You can modify the navigation titles by editing the particular TIBCO Nimbus Web Server localization file. The localization values also dictate the actual page titles. 9 TIBCO Nimbus Customization Guide

10 1. Open the localization text file for the primary language that is specified in the internet options. In Internet Explorer, from the Tools menu choose Internet Options. On the General tab click Languages. The first language in the list relates to the localization text file that you must edit. For example, if the first language is English (United States) [en-us] then open LocaleText.en-us. The default location of the localization files is: C:\TIBCO Nimbus\Web Server\App\Localisations 2. Edit any of the values, as required. The common navigation link parameters are as follows: Processes lsprocesses Scorecards lsscorecards Storyboards lsstoryboards Documents lsdocuments Actions lsactions To-Dos lstodos Statement Sets lsstatementsets Reports lsreports My Searches lstopics Diagrams lsdiagrams Roles lsroles 3. Save the file and restart the Web Server. TIBCO Nimbus Customization Guide 10

11 Web Parts What is a Web Part Web Parts are modular units of information that consist of a title bar, a frame, and content. Web Parts allow you to create personalized user interfaces by simply dragging individual Web Parts onto a Web page. Each Web Part makes certain content or data available on a page, and may also make it possible for the user to work with or modify that data through the browser. By using the Web Parts located on pages in a site, users can access data from both inside and outside their organizations. When TIBCO Nimbus is integrated with Windows Services, administrators can design the default Home page that users see by adding, renaming and deleting the various Web Parts. Note: Web Parts can only be added and edited on the Home page. Add a Web Part You can add TIBCO Nimbus and non-tibco Nimbus Web Parts to the Home page. Note that nontibco Nimbus Web Parts must be imported into the TIBCO Nimbus site's Web Part gallery (see Import a Web Part for more information) Click, then Edit Page. Click Add a Web Part in the column that you want to add the Web Part to. Select the Web Part that you want to add, then click Add. 4. When you have finished editing the site click Stop Editing. Import a Web Part All of the standard TIBCO Nimbus Web Parts are available to add to the Home page. However, if you want to use other Web Parts then you must import them into the site. TIBCO Nimbus Web Parts must also be imported if you want to use them in other sites Under Galleries click Web Parts. Click the Documents tab (under Library Tools). Click Upload Document, then choose either Upload Document or Upload Multiple Documents to upload a single Web Part or multiple Web Parts. 11 TIBCO Nimbus Customization Guide

12 4. The remaining instructions will describe how to upload a single Web Part. Click Browse to locate and select the Web Part that you want to upload, then click OK. Once a Web Part has been uploaded into the site's Web Part gallery it can be added to the Home page. Imported Web Parts will appear under Miscellaneous in the Add Web Parts dialog. Content Editor Web Part The Content Editor Web Part is a flexible Web Part that allows you to display text, images, hyperlinks and tables. It also offers a number of formatting options. When you add this Web Part you will have the choice of either the Rich Text Editor or the Source Editor to define the content. The default location is: C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\template\features \BasicWebParts\MSContentEditor.dwp TIBCO Nimbus Customization Guide 12

13 Image Web Part The Image Web Part allows you to add an image to a site and includes a number of formatting options. The default location is: C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\template\features \BasicWebParts\MSImage.dwp TIBCO Nimbus Web Parts You can use Nimbus Web Parts in other sites by importing them. The default location of Nimbus Web Parts is: C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\template\features \NimbusWebParts Modify a Web Part All Web Parts share a set of common properties that allow you to modify attributes for the appearance, layout, and other information, including the Web Part title. A Web Part may also have custom properties that apply only to that Web Part. 1. Click, then Edit Page. 2. On the Web Part header that you want to modify, from the drop-down options choose Edit Web Part. 13 TIBCO Nimbus Customization Guide

14 The Web Part settings for the particular Web Part will appear on the right. 3. When you have finished modifying the Web Part click OK (at the bottom of the settings frame), then click Stop Editing when you have finished editing the site. Favorites Web Part Configuration The Favorites Web Part allows you to include and exclude certain list items (processes, documents, measures, storyboards, etc). In the Web Part settings, under Miscellaneous, select or deselect any of the options. Appearance properties Title Height Width Chrome State Specifies the title of the Web Part that appears in the Web Part title bar. Specifies the height of the Web Part. Specifies the width of the Web Part. Specifies whether the entire Web Part appears on the page when a user opens the Web Part Page. By default, the chrome state is set to Normal and the entire Web Part appears. Only the title bar appears when the state is set to Minimized. TIBCO Nimbus Customization Guide 14

15 Chrome Type Specifies whether the title bar and border of the Web Part frame are displayed. Layout properties Close the Web Part Hidden Direction Specifies whether the Web Part is open or closed on the page. In the browser, a closed Web Part does not appear on the page, but it is stored in the Closed Web Parts Gallery, from where you can open it again. Specifies whether the Web Part is visible when a user opens the Web Part Page. If this check box is selected, the Web Part is visible only when you are designing the page, and it has (Hidden) added to the title. Specifies the direction of the text in the Web Part content. For example, Arabic and Hebrew are rightto-left languages; English and most other European languages are left-to-right languages. Advanced properties Allow Minimize Allow Close Allow Hide Allow Zone Change Allow Connections Allow Editing in Personal View Export Mode Title URL Description Specifies whether the Web Part can be minimized. Specifies whether the Web Part is open or closed on the page. If this check box is selected, the Web Part is closed. If this check box is cleared, the Web Part is open. In the browser, a closed Web Part does not appear on the page, but it is stored in the Closed Web Parts Gallery, from where you can open it again. Specifies whether the Web Part can be hidden. You can hide a Web Part if you want to use it to provide data to another Web Part through a Web Part connection but don't want to display the Web Part. Specifies whether the Web Part can be moved to a different zone. Specifies whether the Web Part can participate in connections with other Web Parts. Specifies whether the Web Part properties can be modified in personal view. Specifies the level of data that is allowed to be exported for this Web Part. Specifies the URL of a file that contains additional information about the Web Part. The file is displayed in a separate browser window when you click the Web Part title. Specifies the ScreenTip that appears when you rest the mouse pointer on the Web Part title or Web Part icon. Also, the value of this property is used 15 TIBCO Nimbus Customization Guide

16 Help URL Help Mode Catalog Icon Image URL Title Icon Image URL Import Error Message when you search for Web Parts by using the Search command on the Find Web Parts menu, which appears when you click the title bar of the Web Parts task pane. Specifies the location of a file that contains Help information about the Web Part. The Help information is displayed in a separate browser window when you click the Help command on the Web Part menu. Specifies how a browser will display Help content for a Web Part. Specifies the location of a file that contains an image to be used as the Web Part icon in the Web Part List. The image size must be 16 pixels by 16 pixels. Specifies the location of a file that contains an image to be used in the Web Part title bar. The image size must be 16 pixels by 16 pixels. Specifies a message that appears if there is a problem importing the Web Part. Move a Web Part Web parts can be moved within the same page column or to another column Click, then Edit Page. Click and drag the Web Part header to the location that you want it to appear. TIBCO Nimbus Customization Guide 16

17 3. When you have finished editing the site click Stop Editing. 17 TIBCO Nimbus Customization Guide

18 Remove a Web Part Web parts can be removed from the Home page. When a Web Part is deleted it will only be removed from the Nimbus site and it can be added again at a later stage Click, then Edit Page. On the Web Part header that you want to remove click the drop-down arrow, then Delete. 3. When you have finished editing the site click Stop Editing. Images Create an image library If you are using many images and there is no current image library, creating a single image store is recommended. This is achieved by creating a Document Library. 1. Navigate to the main site on the server and click More Options., then click If the Nimbus site is ' Nimbus' then the main site is ' In the left-hand panel click Library, then select Document Library. Enter a name for the library, then click Create. Note: Click More Options to define additional library options. To upload an image into the library: 4. Navigate to the image library. For example, if you called it 'Images' then the URL for the library will be ' Server1/Images' 5. Click Add document and then click Browse to locate and select the file, then click OK. To reference an image in the image library, for instance when replacing the main logo, an example URL would be: Hyperlink an image You can add an image to the site that is hyperlinked to another Web page or any other URL. This is achieved by adding a Content Editor Web Part and using the Source Editor to define it. 1. Click, then Edit Page. TIBCO Nimbus Customization Guide 18

19 2. Click Add a Web Part in the column that you want to add the Web Part to. 3. Select the Content Editor Web Part, then click Add. This will add the Web Part to the Web page and display the Web Part's settings on the right. Note: If the Content Editor Web Part is not present then you must import it into the site. See Import a Web Part for more information. 4. Click Source Editor on the Content Editor settings (on the right). 5. Enter the following HTML code, then click Save.: <a href="url_to_link_to"><img border=0 src="url_of_image"></a> For example: <a href=" border=0 src=" Logo.jpg"></a> Themes Apply a theme A theme is a unified set of design elements and color schemes that give the pages an attractive, consistent appearance. A theme affects all aspects of the page's appearance, including the following: Colors. Color schemes set the color of body text, headings, hyperlinks, banner text, link bar labels, table borders, and the page background. Choose between a normal or vivid color set. Graphics. Images add interest to your page elements and are typically used for background pictures, page banners, bullets, navigation buttons, and horizontal lines. Choose between the normal or active graphic set. The active graphic set uses animated page elements, such as hover buttons for your navigation bar. Styles. Styles are used to keep your headings and text consistent in font type, size, and color. Each theme uses a style that best suits the color and graphics in the page; however, a theme can be modified to suit your preference. Themes enable you to manage the appearance of pages in one convenient place. When a theme is chosen as the default appearance for a site, that theme applies to all new and existing pages. If the default theme is changed or removed, the changes are automatically applied to the entire site. You can also apply themes to individual pages Click, then Site Settings. Under Look and Feel click Site theme. Choose a theme and click Apply. Design a theme You can customize and design themes using a -compatible Web page editor, such as FrontPage 2003 or Designer. See the corresponding Help system for the Web page editor that you are using. 19 TIBCO Nimbus Customization Guide

20 TIBCO Nimbus Support Contact Details Our specialized team are on hand to provide assistance with the TIBCO Nimbus product. TIBCO Support is an online resource where you can log cases directly, 24 hours a day, 7 days a week. You can also view updates on current cases and search the TIBCO Nimbus Knowledge Base. Use the links below to access the relevant service. Requirement Contact Details To register for a TIBCO Support account. Request an account for TIBCO Support To log in to TIBCO Support. support.tibco.com If your support issue is urgent and you have support@tibco.com not yet registered for an account please . For phone numbers and further information on service level agreements. TIBCO Support Services Access the TIBCO Community site. TIBCO Community TIBCO Nimbus Customization Guide 20