portals, dashboards and widgets · 2017-09-05 · 3.5.3 reference copy vs. full copy ... 3.8...

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PORTALS, DASHBOARDS AND

WIDGETS DIGITAL EXPERIENCE MANAGER 7.2

PORTALS, DASHBOARDS AND WIDGETS DIGITAL EXPERIENCE MANAGER 7.2

© 2002 – 2016 Jahia Solutions Group SA / 27

SUMMARY

1 INTRODUCTION ...................................................................................................................................................... 4

2 INSTALLATION ......................................................................................................................................................... 5

2.1 How to install Portal Factory ........................................................................................... 5

2.2 Required modules ................................................................................................................ 5

3 CREATING A PORTAL ............................................................................................................................................ 8

3.1 Creating a new Portal site ................................................................................................ 8

3.2 Using Portals in an Existing Site .................................................................................... 9

3.3 Defining a Portal Model .................................................................................................... 9

3.4 Tabs........................................................................................................................................... 14

3.5 Widgets ................................................................................................................................... 14

3.5.1 The Widget Zap................................................................................................................... 14

3.5.2 Widget options .................................................................................................................... 15

3.5.3 Reference copy vs. Full copy ......................................................................................... 16

3.6 Configuring the Portal Model ...................................................................................... 16

3.7 Allow Customization ......................................................................................................... 18

3.8 Enabling the Portal Model ............................................................................................. 19

3.9 Portal Features for End-Users ....................................................................................... 19

3.9.1 Portal List................................................................................................................................ 19

3.9.2 Using the default Portal model.................................................................................... 20

3.9.3 Customizing the Portal .................................................................................................... 21

3.9.4 Locking the Portal .............................................................................................................. 22

3.9.5 Portal tab accessibility:..................................................................................................... 23



4 PORTAL ADMINISTRATION .............................................................................................................................. 25

4.1 Managing User Portals .................................................................................................... 25

4.2 Managing Portal Models ................................................................................................ 25

4.3 Group Restrictions ............................................................................................................. 26



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.



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: https://github.com/Jahia/portal-factory_coreThis 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: https://github.com/Jahia/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: https://github.com/Jahia/portal-factory_widgets This is the

portal widgets sample. (twitter widget, rss feed widget, script widget, document browser

widget, etc.)

https://github.com/Jahia/portal-factory_core

https://github.com/Jahia/portal-factory_user-portal

https://github.com/Jahia/portal-factory_widgets



• Portal factory - default templates: https://github.com/Jahia/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.

https://github.com/Jahia/portal-factory_default-templates

https://github.com/Jahia/portal-factory_default-templates



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.



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".



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.



• 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.



• 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.



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.



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.

3.5.1 The Widget Zap

On the left you can see this button:

Clicking the arrow will display the Widgets Zap (list for selection):



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.

3.5.2 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)



• : 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).

3.5.3 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".



The 'social' tab uses the template 2 columns 8 / 4 and the purple widget skin and contains a

portlet and a script widget.



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.



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.

3.9.1 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.



As the "R&D" Portal model is enabled and no custom Portal exists, the user will see this in Live

Mode:

3.9.2 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:




No Edit options are available in this view.



If customization is enabled, users can customize their own instance of the model by clicking on

the Customize button.

3.9.3 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 “edit” view for the widget (if there is one, otherwise this icon is not displayed)


• : 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.



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.

3.9.4 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.



The portal can be unlocked it by clicking on the Unlock portal tab.

3.9.5 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.



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.



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).



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

portals, dashboards and widgets · 2017-09-05 · 3.5.3 reference copy vs. full copy ... 3.8...

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