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Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

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Page 1: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Role-based Icons & ContentPresented by:

Jeff LeisseSoftware Specialist

&Patrick J. Kelly

Sr. System Analyst / Portal Technical Team Lead

Page 2: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Introduction

Presentation involves a discussion regarding the creation of role-based icons and content specific to La Salle University’s web portal (mylasalle.edu)

Attendees will gain knowledge of how we customized our portal to meet the needs of our constituents.

Page 3: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Topics for discussion

La Salle University profile Problem Statement Technical Solution

• Create Access Groups roles ≈ access groups• Modify the dlm.xml• Enhance the nested-tables.xsl style sheet

Code examples Screenshots of Solution Q & A

Page 4: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

La Salle University

La Salle is a Catholic, comprehensive University founded by the Christian Brothers in Philadelphia in 1863.

Committed to personalized, humanistic, practical education

6,345 current undergraduate, graduate and continuing studies students in attendance

Two campuses: one in Northwest Philadelphia and one in Newtown, Bucks County, 25 miles north of the city

Page 5: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

La Salle Architecture

calendaremailLUWIS

Employee email

WebCTBanner 6.x

Self Service

Student email

Students

Faculty

Employees

Students

Faculty

Employees

Alumni

Students Employees

Faculty

Luminis 2.8 3.2

Page 6: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Problem Statement

La Salle University uses two Lotus Notes 6.5 email servers (two CPIP connectors)• One for students• One for employees and faculty

Prospects and Alumni do not currently receive La Salle email accounts• Alumni email will be outsourced

Prospects do not use Banner Self Service icon Can we give users “one-click” access to Banner

Self Service products?

Page 7: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Problem Statement (cont’d)

Icons such as email & calendar need to be role-based

Content must also be available for prospects, applicants, and alumni

Roles and order of precedence must be added and reconfigured in dlm.xml

Luminis style sheet (nested-tables.xsl) must include logic to handle redirection of icons

Page 8: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Technical Solution

Create Access Groups (icons & content)Modify the dlm.xml (config file)Enhance the nested-tables.xsl (config file)

Page 9: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Creating Access Groups

Access groups will be referenced later on in the dlm.xml and nested-tables.xsl.

Stored in the LDAP and later called to customize icons and content.

First step in the process.

Page 10: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Creating Roles/Access Groups

Page 11: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead
Page 12: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Modifying the dlm.xml

Purpose of dlm.xml• used to set precedence for the individual roles.

Content is displayed in the order set by the logic within the dlm.xml file.

Precedence is set within a range of 0 -100. The role with the highest number receives the highest precedence, and so on.

Precedence = content tab displayed left to right. The number given to a role is arbitrary and is

only used in relation to other roles.

Page 13: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

La Salle’s Order of Precedence

Employee = 100Faculty = 60Alumni = 55Student = 50Prospectday = 30Prospecteve = 30Prospectgrad = 30Prospect = 20All-users = 10

Page 14: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Examples of dlm.xml code

<dlm:fragment name='Employee' ownerID='employee-lo' precedence='100'>

<dlm:audience evaluatorFactory='com.pipeline.uportal.dlm.provider.CPPersonEvaluatorFactory'>

<attribute name='role' mode='equals' value='employee'/>

</dlm:audience>

</dlm:fragment>

<dlm:fragment name='Faculty' ownerID='faculty-lo' precedence='60'>

<dlm:audience evaluatorFactory='com.pipeline.uportal.dlm.provider.CPPersonEvaluatorFactory'>

<attribute name='role' mode='equals' value='faculty'/>

</dlm:audience>

</dlm:fragment>

Page 15: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

dlm.xml (cont’d)

<dlm:fragment name='Students' ownerID='student-lo' precedence='50'>

<dlm:audience evaluatorFactory='com.pipeline.uportal.dlm.provider.CPPersonEva

luatorFactory'>

<paren mode="AND">

<attribute name='role' mode='equals' value='student'/>

<paren mode="NOT">

<attribute name='role' mode='equals' value='faculty'/>

</paren>

</paren>

</dlm:audience>

</dlm:fragment>paren mode gives the flexibility to omit student content for users who have both faculty and student roles

Page 16: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Enhancing the nested-tables.xslPurpose of nested-tables.xsl

• style sheet used to manipulate the icons within the uportal framework.

You can use xsl functions to check the user’s role in the LDAP.

Once the role is identified, you have total control of what function(s) you want the icon(s) to perform.

Role logic is case-sensitive

Page 17: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

nested-tables.xsl logicVariable Declaration

<xsl:variable name=“variable">

<xsl:if test="/layout/cp:cpInfo/cp:cpProperty[@name='pdsRole'] /child::cp:cpV

alue[text()=‘variable' or text()=‘Variable' or text()=‘VARIABLE']">

<xsl:value-of select="'true'"/>

</xsl:if>

</xsl:variable>Test Block

<xsl:choose> <xsl:when test="$variable='true'">

Logic behind icon i.e. URL </xsl:when> <xsl:otherwise></xsl:otherwise></xsl:choose>

Page 18: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Examples of nested-tables.xslVariable declaration

Existing Access Group/Existing variable <xsl:variable name="isEmployee"> <xsl:if test="/layout/cp:cpInfo/cp:cpProperty[@name='pdsRole']

/child::cp:cpValue[text()='employee' or text()='Employee' or text()='EMPLOYEE']"> <xsl:value-of select="'true'"/> </xsl:if> </xsl:variable>

Existing Access Group/Variable Created <xsl:variable name="isAlumni"> <xsl:if test="/layout/cp:cpInfo/cp:cpProperty[@name='pdsRole']

/child::cp:cpValue[text()='alumni' or text()='Alumni' or text()='ALUMNI']"> <xsl:value-of select="'true'"/> </xsl:if> </xsl:variable>

Page 19: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

nested-tables.xsl (cont’d)

Variable Declaration (cont’d)

No Access Group/Variable Created to Display Banner Self Serve Icon

<xsl:variable name="isBrotherLuwis">

<xsl:if test="/layout/cp:cpInfo/cp:cpProperty[@name='pdsRole'] /child::cp:cpV

alue[text()='employee' or text()='Employee' or text()='EMPLOYEE' or text()='faculty' or text()='Faculty' or text()='FACULTY' or text()='student' or text()='Student' or text()='STUDENT' or text()='alumni' or text()='Alumni' or text()='ALUMNI']">

<xsl:value-of select="'true'"/>

</xsl:if>

</xsl:variable>

Page 20: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

nested-tables.xsl (cont’d)Test Block

<xsl:choose> <xsl:when test="$isEmployee='true'"> <xsl:if test="not(/layout/cp:cpInfo/@email.enabled='false')"> <TD VALIGN="BOTTOM" ALIGN="CENTER"><A HREF="http://luminis.lasalle.edu/cp/ip/login?sys=inotes&amp;url=blitszzy" target="new" onMouseover="img_act('aa'); window.status=''; return true;" onMouseOut="img_inact('aa');"><IMG SRC="{$mediaPath}/{$skin}/controls/email_dft.gif" ALT="e-mail" NAME="aa" WIDTH="39" HEIGHT="26" BORDER="0" HSPACE="6"/></A></TD> </xsl:if> </xsl:when>

<xsl:when test="$isStudent='true'"> <xsl:if test="not(/layout/cp:cpInfo/@email.enabled='false')"> <TD VALIGN="BOTTOM" ALIGN="CENTER"><A HREF="http://luminis.lasalle.edu/cp/ip/login?sys=isln&amp;url=blitszzy" target="new" onMouseover="img_act('aa'); window.status=''; return true;" onMouseOut="img_inact('aa');"><IMG SRC="{$mediaPath}/{$skin}/controls/email_dft.gif" ALT="e-mail" NAME="aa" WIDTH="39" HEIGHT="26" BORDER="0" HSPACE="6"/></A></TD> </xsl:if> </xsl:when>

Page 21: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

nested-tables.xsl (cont’d)Test Block

Banner Self Service Icon – LSU MOD

<xsl:choose> <xsl:when test="$isBrotherLuwis='true'"> <TD VALIGN="BOTTOM" ALIGN="CENTER"><A HREF="http://luminis.lasalle.edu/cp/render.UserLayoutRootNode.uP?uP_tparam=utf&amp;utf=/cp/school/sctmain" target="new"><IMG SRC="/cps/images/misc/luwis1_new.gif" width="39" height="26"BORDER="0" HSPACE="6"/></A></TD> </xsl:when> <xsl:otherwise></xsl:otherwise></xsl:choose>

Page 22: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Screenshots

Page 23: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Employee/Faculty/Alumni role

Page 24: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Employee email server

Employee/Faculty/Alumni role

Page 25: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Alumni role

Page 26: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead
Page 27: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead
Page 28: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead
Page 29: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Prospect role

Page 30: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Questions?

Contact Information:• Jeff Leisse

Email: [email protected] Phone: 215.991.3553

• Visit our mylasalle portal: http://my.lasalle.edu

– User ID = guest– Password = lasalle

Thank you!