Tivoli Integrated Portal Online help. Version 1.0 Tivoli Integrated Portal 2.2

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1 Tivoli Integrated Portal Online help Version 1.0 Tivoli Integrated Portal 2.2

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3 Tivoli Integrated Portal Online help Version 1.0 Tivoli Integrated Portal 2.2

4 Note Before using this information and the product it supports, read the information in Notices on page 95. This edition applies to version 2, release 1 of Tivoli Integrated Portal and to all subsequent releases and modifications until otherwise indicated in new editions. Copyright IBM Corporation US Government Users Restricted Rights Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.

5 Contents Chapter 1. IBM Tivoli Integrated Portal help What is new? Logging into the portal Portal accessibility Supported web browsers Welcome Accessing support information About page - Support information About portlet - Support information Chapter 2. Portal layout Portal banner Page bar Navigating the portal Portal pages Chapter 3. Customizing the portal My tasks My Startup Pages Editing page content and layout Arranging portlets using the drag-and-drop feature Customizing a portlet Setting text and component direction Personalizing a web portlet Working with image portlets Manage Open Pages Configure Portlet Refresh Chapter 4. Administrative settings Setting up the portal Process for planning and setting up the portal Logging out active users Working with pages Creating classic pages Creating freeform pages Creating folders Editing the properties of a page, folder, or external URL Deleting custom pages and folders Restoring system pages, folders, and external URLs Page field descriptions Working with views Creating views Editing views Deleting custom views View properties Working with catalogs Creating catalogs Editing catalogs Deleting catalogs Working with roles Creating roles Editing roles Deleting custom roles Managing roles for users Managing roles for groups Role properties Working with portlets Custom portlets Portlet events and wires Portlet properties Working with preference profiles Creating preference profiles Editing console preference profiles Deleting console preference profiles Preference profile properties Resource types Manage Global Refresh Credential Store Exporting portal settings Common settings Add Roles Add views Add Pages String translation properties Chapter 5. Charting IBM charts Configuring a chart portlet in the Portlet Wizard 81 Opening a chart from an IBM application Defining a Web service connection Custom charts Opening a chart created in the BIRT Designer.. 87 Uploading a BIRT chart Chart or table creation with the BIRT Designer 89 BIRT Designer and Tivoli Common Reporting.. 90 Chart tools Notices Trademarks Index Copyright IBM Corp iii

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7 Chapter 1. IBM Tivoli Integrated Portal help What is new? Welcome to the online help for IBM Tivoli Integrated Portal Version Tivoli Integrated Portal provides a single portal for administering IBM products and related applications. Use this help to find general information about the portal and its features. Getting started v What is new? v Logging into the portal on page 2 v Portal accessibility on page 3 v Supported web browsers on page 4 v Welcome on page 5 v Chapter 2, Portal layout, on page 9 Customizing the console v My tasks on page 15 v My Startup Pages on page 15 v Manage Open Pages on page 24 v Configure Portlet Refresh on page 24 Settings v Working with pages on page 30 v Working with views on page 43 v Working with roles on page 50 v Working with preference profiles on page 69 v Working with portlets on page 57 v Manage Global Refresh on page 74 v Credential Store on page 75 Related resources v v v IBM IBM Support Integrated Solutions Console support forum This topic describes functions that are available in IBM Tivoli Integrated Portal Version Features described here supersede any functionality described elsewhere in the help that might state otherwise. The following updates are included in this portal installation. Freeform page creation Users with appropriate permissions can now create pages in the portal using a self-service dashboard whereby they can select available portlets in from a portlet palette and drag them to the page content area. Multiple Copyright IBM Corp

8 Logging into the portal portlets can be arranged on the page in a very flexible and freeform manner. Such users can still create new pages using the classic grid-based method of creating pages. For more information, see Creating freeform pages on page 32. Customize portlet wizard IBM Tivoli Integrated Portal includes a customize portlet wizard that allows a portal administrator to select an existing base portlet and configure custom settings for a copy of the base portlet. Once configured, the newly customized portlet is made available in the portlet palette and can be added to freeform pages or classic pages. For more information, see Exporting portal settings on page 76. Log out active users Administrators can search for and log out active users. For more information, see Logging out active users on page 30. Access support information for pages and portlets Administrators can access support information for pages and their portlets, or for an individual portlet on a particular page. For more information, see Accessing support information on page 5. Follow these steps to access the portal. 1. Point your web browser to the URL of the server where the portal is installed and running, appending the context root for the portal, to the address. The default context root is /ibm/console, but it may be configured differently for your portal, so if you are in doubt, check with your administrator. For example, if the portal is installed to a server on using a secure port of 444 and with the default context root, enter this address in the browser: The login page for the portal is displayed. 2. Enter your User ID and Password and click Log in. When you are finished, the welcome page is displayed. To prevent unauthorized access, be sure to use the Logout link in the portal toolbar when you are finished using the portal. If there is no activity during this login session for an extended period of time, the session expires and you must log in again to access the portal. To update the session expiration, see Changing the console session expiration. Note: If your portal session expires, you may have to log in twice to start a new session. Depending on the operating system on which Tivoli Integrated Portal is installed, there are certain restrictions on which characters can be used for user IDs and passwords. Multiple users can concurrently log in to the portal using the same user account details providing the users log in to the console in discrete browser sessions. This behavior is not enabled by default and must be enabled by an administrator. 2 Tivoli Integrated Portal Online help

9 Portal accessibility Note: When two users concurrently log in with the same user ID and they both launch the IBM WebSphere Application Server administrative console, the last user to launch the administrative console gains control. All other WAS administrative console gains sessions for that user ID are automatically invalidated. Tivoli Integrated Portal sessions for other users with the same user ID remain unaffected. v v Accessibility features Navigating the portal interface by using the keyboard Accessibility features The portal has the following accessibility features: v The following features are for vision-impaired users: Supports interfaces commonly used by screen readers and screen magnifiers (Microsoft Windows systems only) Can be operated by using only the keyboard Communicates all information independent of color Supports the attachment of alternate output devices Provides help information in an accessible format v The following features are for users who have mobility impairments or limited use of their hands: Allows the user to request more time to complete timed responses Can be operated by using only the keyboard Supports the attachment of alternative input and output devices v The following features are for the deaf and hard of hearing users: Supports alternatives to audio information Supports adjustable volume control v The console does not flash the screen at rates that could induce epileptic seizures. The help system for Integrated Solutions Console has the following accessibility features: v v Uses the accessibility support enabled by the browser that is used to display the help Enables navigation by using the keyboard Note: Hover text for certain elements, such as page tabs, cannot be read by the screen reader, Windows Eyes. Navigating the portal interface by using the keyboard To move through the controls on a particular page, press the Tab key. To click a link or control on a page using the keyboard, navigate to the link or control and press ENTER. To select a checkbox, use the Tab key to bring the checkbox into focus and press the Space bar. Chapter 1. IBM Tivoli Integrated Portal help 3

10 Supported web browsers To view the contents of a selection list (drop-down menu), tab to the field and use Alt + the down arrow. Related information: Accessibility and keyboard shortcuts in the help system The following web browsers are supported for use with the portal: v Microsoft Internet Explorer, V9.0 v Microsoft Internet Explorer, V8.0 v Microsoft Internet Explorer, V7.0 v Mozilla Firefox, V3.6 JavaScript must be enabled in the browser. A minimum screen resolution of 1024 x 768 pixels is recommended. Note: The browser back button is not reliable for navigating the portal and is not supported. Use the navigation controls and links in the portal as an alternative. Supported languages The portal text has been translated into the following languages. v Arabic (ar) v Brazilian Portuguese (pt-br) v Czech (cs) v Croatian (hr) v Dutch (nl) v English (en) v French (fr) v German (de) v Hebrew (he) v Hungarian (hu) v Italian (it) v Japanese (ja) v Korean (ko) v Polish (pl) v Russian (ru) v Slovenian (sl) v Swedish (sv) v Simplified Chinese (zh-cn) v Spanish (es) v Traditional Chinese (zh-tw) The language that is displayed when you access the portal is always the first language in your browser's language settings that matches one of these portal translations. If none of your language preferences match one of the portal translations, then the default is displayed, which is English (en). Individual components, such as portlets or pages, might provide additional translations that 4 Tivoli Integrated Portal Online help

11 are displayed according to your browser's language settings. In this case, you could see a combination of languages displayed in the portal. The portal also supports bidirectional languages, such as Arabic or Hebrew, which are displayed and read from right to left. If your browser's first language preference is set to a bidirectional language, elements in the portal are arranged in right-to-left orientation and the text is right-aligned, even though the displayed text might not be bidirectional. Welcome Welcome displays the products that are installed that use the portal for administrative tasks. When two or more products are deployed to the portal, this welcome page appears by default when you log in to the portal. You can also access this page by clicking its link in the navigation pane. When a single product is deployed to the portal, that product's About page automatically becomes the default "Welcome" page that is displayed after logging in. It also appears when a user clicks the "Welcome" link in the navigation pane. A table on the page lists the suite name and version number. The About portlet displays the portal license information. Accessing support information You can access support information for a page and its portlets, or for a specific portlet within a page. About page - Support information The About item from the Select Action drop-down list provides support information for the portal, browser, current page and its associated portlets. To display support information, from the Select Action drop-down list, click About. A new page is displayed with details of the portal, browser, and Dojo versions. In addition, general information is provided for the page itself, as well as details for each portlet on the page and any wiring that is configured between the portlets. You can use the links at the top of the page to print or save an HTML version of the support information. The following support information is provided in relation to the portal: Table 1. Portal, browser, and Dojo information Section Description Tivoli Integrated Portal The Tivoli Integrated Portal version. Browser Information Details of the browser. Dojo Version The Dojo Library version. Chapter 1. IBM Tivoli Integrated Portal help 5

12 Table 2. General page information Section Description Page ID The unique page ID. Note: The page ID is used as the default file name if you choose to save a copy of the support information. Layout Page layout type, for example, Classic or Freeform. Location The location of the page. Its location reflects where the page is displayed in the navigation pane. Module Module type. Allows Multiple Instances Roles [type - access Author This setting indicates whether or not multiple instances of a page is allowed. Roles associated with the page including the access level provided to each role. Product or component associated with the page. For each portlet on a page, a section is included with the following detail: Table 3. Portlet information Section Description Portlet type The base portlet type name is shown in bold font for each portlet. Portlet ID The portlet unique ID. Portlet Definition ID The portlet definition ID. Dimensions [height, The portlet size in pixels. width] Location [x, y, z] Coordinates for the portlet location on the page. Type The portlet type, that is, the type of underlying technology associated with the portlet, for example, iwidget. Module The.war file associated with the portlet. Render Mode How the portlet is rendered, for example, inline. Role [type - access] Roles associated with the portlet including the access level provided to each role. Author Product or component associated with the portlet. Table 4. Wires information Section Description Wires For each wire that exists between portlets, details are provided in relation to its type, source, target, event, transformation, and whether the wire is enabled or not. Note: An entry of None in this section indicates that they are no wires configured. About portlet - Support information The About portlet is used to display support information as it relates to an individual portlet. 6 Tivoli Integrated Portal Online help To display the portlet support information, the page that contains the portlet must be in edit mode. From the portlet title bar, click the Edit options icon and select About.

13 The following portlet support information is provided: Table 5. Portlet information Section Description Portlet type The base portlet type name is shown in bold font at the top of the page. Portlet ID The portlet unique ID. Portlet Definition ID The portlet definition unique ID. Dimensions [height, The portlet size in pixels. width] Location [x, y, z] Coordinates for the portlet location on the page. Type The portlet type, that is, the type of underlying technology associated with the portlet, for example, iwidget. Module The.war file associated with the portlet. Render Mode How the portlet is rendered, for example, inline. Role [type - access] Roles associated with the portlet including the access level provided to each role. Author Product or component associated with the portlet. Chapter 1. IBM Tivoli Integrated Portal help 7

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15 Chapter 2. Portal layout The layout of the portal user interface has these major elements. Figure 1. Portal layout 1 Banner Displays a common image across all portal installations. The banner includes a greeting to the user as well as links to log out of the portal and to open online help. The View selection list in the banner controls which nodes are displayed in the navigation as well as pages that are opened when the view is selected. 2 Page bar Displays tabs to select between open pages. The page bar allows you to work on different pages without closing the page or losing unsaved data. For example, if you are working on an application on Page A, you can open an application on another page to gather information about a resource that you need to finish the form on Page A without losing any Copyright IBM Corp

16 unsaved data you have already entered. Multiple pages can be opened at one time, but only one of the open pages is in focus (current page). The page bar also contains a Select Action drop-down list for performing actions on the current page. 3 Navigation pane Displays a set of navigation nodes used for accessing content. The nodes shown in the navigation pane are only those to which you have access. 4 Work area Displays the current page that you are working on. The page contains one or more Web applications or portlets, each in its own portlet window with a title bar. Portal banner The portal banner displays a common image across all portal installations. The banner includes a greeting to the user, links to log out of the portal and to open online help, and a selection list for different views. Selecting views Use the View selection list in the banner to select a list of tasks in the navigation according to your preferences. Views can also be associated with pages that are launched automatically when the view is selected. The following types of views can be selected. All tasks This shows all tasks in the portal to which you have access. My tasks This shows only the tasks that you have added to this view. This list is initially empty, but provides a link to My Tasks, which you can use to add and remove from your personal task list in the navigation. Product selection Selecting a product name shows only the tasks for that particular product, for example, WebSphere Application Server. Custom views These are views that have been created by the portal user or an administrator from within the portal interface. Only users with access to the Views portlet can create or edit custom views. If you have access to create custom views, you can determine what pages and folders are included using Views. Accessing help Help is available for the entire portal or for a specific portlet in the portal. v To access online help, click the Help link in the banner. Help for all topics in the portal is displayed. v To access help for a portlet on a page, click Help (?) in the portlet title bar. Help for the individual topic is displayed. 10 Tivoli Integrated Portal Online help

17 Page bar Use the tabs in the page bar to navigate between open pages or to close a specific page. While many pages can be open at a time, only one page can be in focus, or current. The page bar can display multiple tabs. If you open more tabs than can be displayed at once in the page bar, horizontal scroll arrows provide access to the other page tabs. Navigating the portal Note: Page tabs provide hover text to display the full page name when the name is concatenated by limited display space. However, for users of the Windows Eyes screen reader, the page name is not read. The page bar also includes a page action selection list. Depending on the capabilities of the page, the following actions are provided. v Close Page Closes the current page. v Add to My Startup Pages Adds the current page to the list of pages that are automatically launched when you log into the portal. v Manage Open Pages Opens a module that you can use to access or close pages that are open. This application is intended for situations in which you have a very large number of pages open that are too difficult to manage using the tabs in the page bar. v Configure Portlet Refresh Used to customize your personal refresh settings for portlets on the page that support portlet refresh. v Open Page in New Tab For pages that support multiple instances (known as multitask nodes), this action opens another copy of the current page. v Edit Page Used to change the layout and content in the page. This option is available only if your role has Editor access to the page. v Save As Used to save a copy of the current page using another name. This option is available only if your role has Editor access to the page. The navigation pane displays a set of nodes used to launch pages in the portal work area. Nodes are grouped into folders, for example, Users and Groups or Settings, which can be nested in multiple levels. Be sure you understand the terms for each of the user interface elements (banner, page bar, navigation pane, and work area) that constitute the portal layout before reading this section. Chapter 2. Portal layout 11

18 The border between the navigation pane and work area can be clicked to hide and show the navigation. This is helpful if you need more space in the work area. Note: The browser back button is not reliable for navigating the portal and is not supported. Use the navigation controls and links in the portal as an alternative. Navigation node types The portal navigation is composed of a hierarchical structure of nodes. The following types of nodes are supported. Folder Does not display any content but contains other nodes. Use folders to organize nodes in the navigation. A folder can be expanded, to reveal its child nodes, or collapsed to hide them using the following icons. v Expand folder contents: the Expand node icon v Collapse folder contents: the Collapse node icon URL Page 12 Tivoli Integrated Portal Online help Launches any URL-addressable resource, including external Web sites, into a new browser window. Launches a page in the work area. This is the most common node type. Page nodes are further distinguished by their task. A task is an instance of a page that is rendered in the work area of the portal. Tasks are associated with the navigation node that launches the page and determine the characteristics of that page. The following types of tasks are supported. Single task node A navigation node in which only one instance of the page can be opened in the work area per session. Clicking on a single task node in the navigation pane opens the task in the work area and adds a page tab. If the page is already open, that page becomes the current page. Multitask node A navigation node in which multiple instances can be opened in the work area per session. Each new instance can be launched either from a portlet or by selecting Open Page in New Tab from the page action selection list in the page bar. For multitask nodes, the label for the page tab indicates multiple open instances of the page. For example, if the page name for a multitask node is Expense Records and three instances of the page are opened, the tabs are labelled in the order they are opened as follows: v Expense Records (1) v Expense Records (2) v Expense Records (3) If one or more instances of a multitask node is already open in the work area, clicking the node from the navigation pane does not open a new instance of the node, but rather makes the last accessed page instance the current page. Hidden task node A navigation node that launches a page that does not have a tab in the page bar. While a hidden node is open, the page bar is disabled. Pages launched by a hidden task node do not have page bar actions, cannot be added to the list of startup pages, and cannot be closed or accessed using Manage Open Pages

19 Each page, folder, and URL is further distinguished by its resource type. Use Pages to create, edit, and delete portal pages. Portal pages The work area displays the current page that you are working on with one or more web applications, portlets (sometimes informally called widgets). Note: This help system uses the term portlet to generically refer to both portlets and widgets, unless it is necessary to distinguish between the two underlying technologies. Portal pages contain one or more portlets, which are used to complete a task. Portlets can contain information, such as news articles or stock quotes, or provide a service, such as a department calendar, reports, or database query. Portlets are displayed in windows that are arranged on the page within rows and columns in pages that are created using the classic method of page creation. Pages created using the freeform method, can displayed portlets anywhere on the page. Along the top of each window is a title bar that includes controls that allow you to manipulate the portlet, such as maximizing the portlet on the page or editing the portlet settings. v v v Users whose roles have Privileged User or Editor access to a page can resize portlet windows on the page. To resize the portlet windows, use your mouse to drag the border between the windows. The window sizes are preserved as long as the page is open. To save these changes after the page is closed or after you logoff, click Save at the top of the page. After changing and saving the initial window sizes on a page, the Restore button is rendered at the top of the page to allow you to return to the default window sizes of the page. Users whose roles have Editor access to a page can add, remove, and rearrange portlets on the page. Administrators with access to Pages navigation node can create custom pages. Portlets and widgets Each portlet, or widget, on a page is displayed within a discrete panel. The panel includes a title bar displaying the portlet name. Portlets vary in their purpose and use, but they all share similar controls that are accessed from the title bar. Panels, including their title bar, can be hidden, but will be displayed when a user rolls over the title bar area. Depending on the functions supported by the portlet, the following icons can be available. v The Edit options icon is displayed so that you or an administrator customize display and other options for a portlet. Clicking this icon reveals some or more of the following options: Personalize - Click this option to set your personal settings for the portlet. These changes only affect your interaction with the portlet. Edit Shared Settings - Click this option to set shared settings for a portlet that all users of the portlet can see. Users in roles that have Privileged User access can change the defaults to their own personal preferences. Minimize - Click this option to minimize the portlet view. When you click this option, only the title bar is visible on the page. Maximize - Click this option to maximize a portlet view. The portlet occupies the full width and height of the page, replacing all other content until it is restored. Chapter 2. Portal layout 13

20 v v v v v v Restore - Click this option to return a portlet window to its original state after it has been minimized or maximized. Use the Back icon to return to the previous panel. The Help (?) icon is displayed if help is available for the portlet. When you click the icon, the help is displayed in a separate browser window. The Minimize icon allows you to minimize the portlet view. When you click the icon, only the title bar is visible on the page. The Maximize icon allows you to maximize a portlet view. When you click the icon, the portlet occupies the full width and height of the page, replacing all other content until it is restored. The Close portlet icon is provided so that you can close a portlet that has been dynamically added to the page. The Restore icon is provided so that you can return a portlet window to its original state after it has been minimized or maximized. Some portlets can refresh their content without causing the entire portal page to be refreshed. This is known as portlet refresh and is provided to make your experience with the portal more responsive. Portlets that support portlet refresh provide icons in the title bar reflecting this feature, as follows: The Portlet refresh icon Indicates that this portlet can be refreshed without reloading the portal page (portlet refresh). Clicking this icon displays the following options: v Pause Refresh - Select this option to pause the refresh timer. v v Resume Refresh - Select this option to restart the refresh timer from the pause state. Manual Refresh - Select this option to initiate a portlet refresh. Displays the time remaining until a portlet's next scheduled refresh. Refreshing Indicates that a portlet is currently refreshing its content. Depending on your access permissions for the portal, you can configure these refresh settings using Configure Portlet Refresh. Aside from the controls on the title bar, a portlet can include controls for other actions, such as a button to submit input. Some portlets have controls that launch other portlets. If a portlet launches another portlet, the newly launched portlet is displayed on the same page in an area near the bottom of the page. 14 Tivoli Integrated Portal Online help

21 Chapter 3. Customizing the portal My tasks My Startup Pages Use these applications to make changes to the portal settings for your own use. Access to these applications depend upon permissions defined for your role in the portal. Use My tasks to create and edit a list of tasks to view in the portal navigation. A task includes a page that contains one or more web applications, or portlets, that are used to complete that task. When you first access the portal, all tasks to which you have access are displayed in the navigation. My tasks is especially useful to customize the navigation to show only the tasks you use most often. After you customize your tasks, My Tasks is initially displayed each time you log in to the portal. Follow these general steps to customize your task list in the navigation. 1. Select My tasks from the View selection list in the navigation. If you have never used My tasks before, you must click Add tasks to open it. 2. Use the checkboxes to select and deselect tasks from the My tasks navigation. 3. To save your changes, click Apply. 4. To cancel your changes, click Reset. After applying your selections, your customized task list is displayed in the navigation. Use the following buttons to customize your task selections. Apply Saves the current selections. Reset Backtracks all changes to the selections that were set since the last time My tasks was applied. This is useful if you need to cancel your changes. Select All Checks every task. Deselect All Unchecks every task. Expand All Expands each node in the display and reveals all subtasks in the navigation. Collapse All Collapses each node in the display so that only the top level nodes are displayed. Use My Startup Pages to configure your default views and pages to load when you login to the portal. Copyright IBM Corp

22 Using My Startup Pages Use My Startup Pages to add or remove pages from the list of pages that are launched every time you log into the portal. Only single task and multiple task pages can be added to the startup list. You can set which page is opened as the current page (in focus). To open one of your startup pages, click the link for that page in the Page name column. My Startup Pages also allows you to define the default view for the portal navigation. You can select All tasks, My tasks, or a product from the list. After you apply your selection, the view that you selected is rendered in the navigation every time you log in. Field descriptions Console default view Select the view that you want to display in the navigation pane after you log in. You can select from the following choices: v All tasks All navigation categories and nodes are displayed. v My tasks Only navigation nodes that you saved in My Tasks are displayed. This option is intended for users who have a specific set of tasks that they need to perform and do not want to see all navigation nodes. v Custom, system, and product views Other views defined to the portal can be included in the selection list. If a view is defined by the system administrator as the default, that is indicated in the selection list. Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. Remove Removes the selected pages from the startup list. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. Default Selects the page to be rendered as the current page (in focus) after you log in. All other pages are loaded in the background and are accessible from the page bar or from Manage Open Pages. Page name Displays the name of each page in the startup list. This is rendered as a link so that you can access the page directly by clicking on the name. 16 Tivoli Integrated Portal Online help

23 Editing page content and layout Pages are an arrangement of one or more portlets in the work area and contain the portlets needed to complete tasks. Users whose roles have Editor or Manager access to a page can edit a page's layout and content using the Edit Page option in the page action list. After saving changes to the layout and content, you can change a page's properties, including it's name and location in the navigation. About this task Note: User's with Privileged User access can change the size of portlet windows on the page. Procedure 1. Locate the page you want to edit in the navigation pane and open it. 2. In the page bar, select Edit Page from the page actions selection list. The page is changed to show buttons at the top. Each portlet title bar displays new icons for creating horizontal and vertical layouts and an edit options icon. 3. Optional: To change the skin associated with a portlet, in the title bar click the Edit options icon and select Skin to display a menu of the skins that you can apply to the portlet. Skins can be used to change the background of a portlet, for example, to set it to transparent. Skins may also be used to hide the portlet title bar. In this mode, a user can hover their mouse pointer in the title bar area in order to display the title bar. 4. Optional: To add more portlets to the page that was created in freeform mode, follow these steps. a. Once a freeform page is in edit mode, the portlet palette is displayed at the top of the page. To add new portlets to the page, click and drag a portlet from the palette. b. Optional: If required and if it is supported by the portlet that you added, you can use the Edit options icon to configure settings for the new portlet. c. If you have completed editing the freeform page, click Done to exit the page from the edit mode. 5. Optional: To add more portlets to the page that was created in classic mode, follow these steps. a. Create a window for the new portlet by splitting one of the windows displayed. v Use the Horizontal split icon to create a window below an existing window. v Use the Vertical split icon to create a window to the right of an existing window. The Portlet Picker is displayed within the new portlet window for selecting the portlet content. b. Scroll through the list or use the Filter field to find the portlet you want to add. c. Click OK. The portlet is added to the window. 6. Optional: To replace a portlet in a window, follow these steps. a. Click Edit options in the title bar where you want to replace the portlet content and select Replace content. The Portlet Picker is displayed within the new window. Chapter 3. Customizing the portal 17

24 b. Scroll through the list or use the Filter field to find the portlet you want to add. c. Click Add Portlet. The portlet is added to the window. 7. Optional: To remove a portlet and its window, click Edit options in the title bar and select Delete space. The content is removed immediately without a warning prompt. 8. Optional: To create wires between portlets so they can share information and updates, click Show Wires. Before working with wires, make sure that you have enough information about the events that a portlet supports. 9. Click Page settings. The page settings are displayed. 10. Optional: Make changes to the page's settings as required. a. Click the General tab. b. In the Page name field, provide a descriptive name for the page and in the Page location field indicate where you want the page to be displayed in the navigation pane. Consider the content on the page and how users will find that content by looking for the page name in the navigation pane. c. Use the Navigation visibility list to indicate whether or not you want the page to be listed in the navigation pane. d. From the Page persistence list, make one of the following selections: v v v Client side (default setting) - This setting preserves any changes that the user makes on the page when the user navigates away from the page. Changes include not only form data, but any state changes to portlets, for example, opening edit mode, switching to another panel in the portlet, or minimizing a portlet. Page data and page state are maintained on the client side until the user closes the page or logs out of the portal. None Server side - This setting maintains unsubmitted or unsaved form data from a page when the user navigates away from the page. The data is saved on the server and fetched when the user returns to the page. Unsaved data is saved until the user closes the page or logs out of the portal. Note: The Server side setting only applies to forms on a page. Any user interaction outside of a form is not maintained. e. Use the Page tasking radio buttons to indicate whether multiple instances of the page can be launched. f. In the Component direction drop-down list, you can accept the Default setting to allow the component direction to be governed at portal level or select one of the other settings to indicate whether you want to display page components from left-to-right or from right-to-left. If you select a setting other than Default, it will override any component direction setting that may be set at portal or browser level. g. In the Text direction drop-down list, you can accept the Default setting to allow the text direction to be governed at portal level or select Left-to-Right or from Right-to-Left to indicate the direction that you want the page text to display. You can also select Contextual Input so that for pages that include text entry fields, the direction of text is dependent on the language used to enter data. If you select a setting other than Default, it will override any text direction setting that may be set at portal or browser level. 18 Tivoli Integrated Portal Online help

25 11. Optional: Click the Roles tab to update the list of roles with permissions to the page and their access level. A list of all roles with access to the page is displayed. Option To remove access for a role To add access for a role To change the access level for a role Description Select a role and click Remove. The role is removed immediately from the access list without a warning prompt. Click Add. Select one or more of the roles displayed and click OK. The roles you added are included to the list. Select one of the options under Access Level for the role. Attention: Make sure that the roles with access to a page also have access to the portlets that are on the page. 12. Optional: Click the View Membership tab to update the list of views that include this page. Option To add this page to a view To remove this page from a view Description Click Add and select one or more views. Select one or more views in the list and click Remove. 13. If you accessed the Page settings window and made changes, click Save to commit your changes and return to the main edit page window. 14. When you are satisfied with your updates, click Save to commit your changes. Results You are returned to the page with your changes displayed. Arranging portlets using the drag-and-drop feature When editing a page, you can drag portlets to any window on the page. The portlet must already be placed in a window on the page, and the target window must already exist. About this task The target window can be an empty window or it can already contain a portlet. v If you drag a portlet into an empty window, the original window becomes empty after the portlet has been moved. v If you drag a portlet into a window that already contains another portlet, the two portlets exchange windows. Procedure 1. Locate the mouse over the portlet title in the title bar. You cannot drop a portlet into another window by dragging from any other location in the portlet window or title bar. The portlet must be dragged using the title. 2. Drop the portlet in the target window when the target window displays a blue, dotted outline around the frame. The outline is the only indication that the portlet can be dropped into this location. Chapter 3. Customizing the portal 19

26 Customizing a portlet Depending on how a portlet was configured when it was created and any shared settings applied by your administrator, you can customize a portlet's setting using the Edit options icon in the portlet's taskbar. About this task Individual portlets have different customization settings. This topic outlines settings that are common to most portlets. Depending on your access permissions to a portlet, you may be able to customize its appearance and location in relation to other portlets (for example, in front or behind other portlets). Note: Portlets can be customized at various levels. Initially when a portlet is created, the portlet Manager configures and customizes the portlet using a base portlet as a template. Subsequently, an administrator can edit a portlet's shared settings overriding its initial configuration. This topic describes how a user can further customize a portlet's settings, again overriding its shared settings. To personalize a portlet: Procedure 1. In the title bar, depending on your access privileges, click the Edit options icon. A menu is displayed that provides a number of customization options. 2. Select a menu item and customize the appearance and z-axis location of the portlet as required. The following table describes the common functions available in many portlets: Table 6. Edit options menu Menu item Edit Shared Settings Personalize Skin > Default Skin > Default no title Skin > Transparent Description Some portlets support editing shared settings. Settings available through this item are specific to each portlet type. This menu item may or may not be available, depending on your access level in the portlet. Select it to configure shared settings for the portlet overriding settings set when the portlet was created. Shared settings affect all users of the portlet. Some portlets support personalized settings. Settings available through this item are specific to each portlet type. You can configure personal settings for the portlet overriding any shared settings that may have been configured for it. Personal settings affect only your use of the portlet. Select this setting to display the portlet's taskbar and frame at all times. Select this setting to display the portlet's frame and but not the taskbar. To subsequently access taskbar functions, roll over the taskbar area and click the Show Menu button that is displayed. Select this setting to display the portlet's taskbar and but not the portlet's frame. To subsequently access taskbar functions, roll over the taskbar area and click the Show Menu button that is displayed. 20 Tivoli Integrated Portal Online help

27 Table 6. Edit options menu (continued) Menu item Skin > Transparent no title Fill Work Page Bring to Front Send to Back Bring Forward Send Backward Events Delete space Description Select this setting to hide the portlet's taskbar and frame. To subsequently access taskbar functions, roll over the taskbar area and click the Show Menu button that is displayed. Select this settings to maximize the portlet on the page. Use this setting with the Send to Back setting to set the portlet as a background to the portal page. Select this setting to ensure that the portlet overlays all other content on the page. Select this setting to ensure that the portlet underlays all other content on the page. Select this setting to display the portlet one layer up relative to other content on the page. Select this setting to display the portlet one layer down relative to other content on the page. Select this setting to view event settings for the portlet. Select this setting to remove the portlet from the page. Results Any changes you make affects content only in relation to your user ID. Setting text and component direction Some portlets, or widgets, allow you to customize whether a its components and text are displayed left-to-right, or right-to-left. About this task Any changes you make affects the portlet content only in relation to your user ID. Procedure 1. Open the page that contains the portlet or widget that you want to personalize. 2. In the title bar, click the Personalize icon to display a panel that allows you to customize its settings. 3. Edit the settings as required. For example, for both content and text, the Default option lets the display direction be determined at page level. You can choose to set the text and content direction to either left-to-right or right-to-left. In the Text direction list, you can also select Contextual Input so that for portlets that include text entry fields, the direction of text is dependent on the language used to enter data. Note: Display direction settings that you set at this level (user level), override any other settings that may have been set at portlet, page, portal, or browser levels. 4. Submit your changes and in the title bar of the personalize settings portlet, click Back to return to the page that hosts the portlet and review your changes. Chapter 3. Customizing the portal 21

28 Personalizing a web portlet Your changes are applied and only affect your interaction with this particular portlet. Depending on the settings applied by your administrator, you can personalize a web portlet's title, home page, help page, and layout. Administrators can set shared settings to provide a common experience for users of a web portlet. About this task If your administrator has not configured shared settings for the web portlet, you can enter a complete web address in the field provided and browse the web. To set a default web page for the portlet and to further personalize your experience of a web portlet, complete the following steps: Procedure 1. In the title bar, depending on your access privileges, click the Edit options icon and select Personalize. A settings page is displayed, where depending on shared settings applied by your administrator, you can personalize the web portlet's title, home page, help page, and layout. 2. Optional: In the Widget title field provide a brief descriptive name. When selecting a title, consider the purpose of the web portlet, its home page, and that the title is used in the navigation pane to access the portlet. 3. Optional: In the Home page field provide a valid web address. This the web address of the page that displays by default when a user accesses the portlet from the navigation pane. 4. Optional: In the Help page field, provide a relative or absolute URL to a custom help page HTML topic to replace the default help topic that is associated with the web portlet. 5. Optional: Check the Show a browser control toolbar to include a web navigation toolbar, that is, standard web navigation buttons and web address entry field. 6. Click Save to commit your changes, or Restore Default Settings to reset the form. Results Working with image portlets Any changes you make affects content only in relation to your user ID. You can set up an image portlet as a background image in a portal page or overlay multiple image portlets on another image portlet, for example, a background map image could be overlaid with additional images to highlights features on the map. The image portlet allows you to add images to a portal page and set their position in relation to other portlets or images, for example, you can decide if you want an image to form a background to a page or have it overlay another image or portlet on the page. 22 Tivoli Integrated Portal Online help

29 To set up an image portlet you must put the portal page in edit mode, that is, open the page in the portal and from the Select Action drop-down list, select Edit Page. Working with the Edit options To set up display settings for an image portlet, click the Edit options icon in its taskbar and the following options are available: Table 7. Edit options menu Menu item Edit Shared Settings Skin > Default Skin > Default no title Skin > Transparent Skin > Transparent no title Fill Work Page Bring to Front Send to Back Bring Forward Send Backward Events Delete space Description Select this item to configure which image to display in the image portlet. Select this setting to display the portlet's taskbar and frame at all times. Select this setting to display the portlet's frame and but not the taskbar. To subsequently access taskbar functions, roll over the taskbar area and click the Show Menu button that is displayed. Select this setting to display the portlet's taskbar and but not the portlet's frame. To subsequently access taskbar functions, roll over the taskbar area and click the Show Menu button that is displayed. Select this setting to hide the portlet's taskbar and frame. To subsequently access taskbar functions, roll over the taskbar area and click the Show Menu button that is displayed. Select this settings to maximize the image portlet on the page. Use this setting with the Send to Back setting to create a background image for the portal page. Select this setting to ensure that the image portlet overlays all other content on the page. Select this setting to ensure that the image portlet underlays all other content on the page. Select this setting to display the portlet one layer up relative to other content on the page. Select this setting to display the portlet one layer down relative to other content on the page. Select this setting to view event settings for the portlet. Select this setting to remove the portlet from the page. Moving and resizing an image portlet in a free form page Once a free form page is in edit mode, you can click and drag at the taskbar to move a portlet to the required position on the page. You can also resize a portlet by clicking and dragging the bottom right hand corner of the portlet. Chapter 3. Customizing the portal 23

30 Manage Open Pages Configure Portlet Refresh Use Manage Open Pages to close or navigate to open pages. Using Manage Open Pages This module supports the same tasks that can be performed in the portal page bar. v Close one or more pages. v Navigate to a page. The purpose of this module is to help manage a large number of open pages. For example, if you have 25 pages open, you could use this module to select 20 of them to close so that you can work on the remaining five. Field descriptions Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. Close Closes the selected pages. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. Page Name Displays the name of each page in the startup list. This is rendered as a link so that you can access the page directly by clicking on the name. Use this module to customize the refresh settings for portal modules that support this feature. Portlet refresh is used to refresh the content of a single module without reloading the entire page. As a result, your experience with the portal interface is quicker and more interactive. Use these settings to fine tune how each portlet refreshes its content individually on the page. Using Configure Portlet Refresh This module is launched when you select Configure Portlet Refresh from the action list in the portal page bar. Your changes apply only to your use of the portal and do not affect other users. You can perform the following tasks: v Set the refresh mode. v Set the refresh interval. v Show or hide the timer from the portlet title bar. v Restore all of these settings to the default. Portlet refresh settings Restore Default Configuration Changes all of the field values to the default settings as determined by the portal administrator. At least one portlet must be selected to enable this 24 Tivoli Integrated Portal Online help

31 button. To save the changes displayed by this button, select the portlets that you want to restore to the default settings and click Apply or OK. Select all Select all icon Selects all of the portlets displayed. A maximum of 10 refreshable portlets can be displayed and selected at a time. Deselect all Deselect all icon Deselects all of the portlets displayed. Select Use the checkbox to select individual portlets that you want to restore to the default settings. Portlet Indicates the name of the portlet or portal module which can be refreshed. Refresh Mode Select one of the following options: v No Refresh Indicates that the portlet content will not be refreshed automatically. The refresh timer is not displayed in the portlet title bar, but the portlet can still be refreshed manually. v Timed Refresh Indicates that the portlet content is refreshed automatically based on the value of the refresh interval. v Smart Refresh Indicates that after the refresh interval has timed out, the client should query the portlet on the server to determine if it should refresh the content. If the portlet has updates to provide, then the content is updated on the client. Otherwise, no change is made and the timer is started again. Refresh Interval Indicate a value in seconds after which the portlet's content can be refreshed from the server without reloaded the entire page. This value must be greater than or equal to the minimum refresh interval. Minimum Refresh Interval Indicates the minimum value for the refresh interval. This value is determined by the administrator. Show Timer Indicates whether to display a timer in the portlet title bar showing the number of seconds remaining until the next refresh can take place. Chapter 3. Customizing the portal 25

32 26 Tivoli Integrated Portal Online help

33 Chapter 4. Administrative settings Setting up the portal Use these applications to make changes to the portal that generally affect all portal users. Access to these applications depend upon permissions defined for your portal role. For a new portal installation, the portal administrator needs to create the experience for users when they log into the portal. This task involves working through the portal content from the basic building blocks to the high level organization and presentation of these resources so that users can quickly find what their way around and perform their tasks efficiently. To get started setting up the portal, you should already be familiar with the concepts and characteristics of the layout. You should take time navigating through the portal to become familiar with the portlets, pages, views, roles, and preference profiles that are provided. As you work with the portal, you will create some of these resources to suit your organization's needs. Understanding the structure of the portal Access to each level in the portal organization is assigned based on the users' roles. Keep each role in mind when planning how to structure the portal content. Content in the portal is composed of portlets. The following figure shows how portlets are arranged on a page using a row and column layout. Access to each page, and to each portlet on each page, is assigned to users based on their defined role. Copyright IBM Corp

34 Each page is accessed from the navigation pane, either from the portal root or they can be grouped into folders. The hierarchical structure of the navigation affects how quickly users can find a page and work with the portlets on that page. Folders and pages can be assembled into views that the user can select from the View drop down list in the banner. Each view can include pages that are initially launched when the view is selected. 28 Tivoli Integrated Portal Online help

35 Finally, you can define a set of preferences, called a preference profile, that determines what views are available to each role, and whether the navigation pane should be displayed. Process for planning and setting up the portal Setting up the portal is an iterative process. While you should initially start with organizing pages, roles, and portlets and work your way up to setting up views and preference profiles, over time you will need to come back to any of these steps to make changes. Procedure 1. Define your portal users and what tasks they perform. Portal users are assigned to roles, which are used to determine what tasks they can perform. As you assess the users' tasks, think about how these roles will be defined. Consider how the community of users will be assigned to different roles and whether there are any existing roles that you can use, or if you need to create new roles. Roles can be created without assigning access to any resources. This step can be performed later. 2. Review the content. Users' tasks are performed using portlets on portal pages. You need to understand what portlets are available and how they will be used to perform these tasks. For each portlet, determine which roles should have access and which roles should be restricted. 3. Create a navigation structure of pages and folders. Determine which pages are currently used to access the portlets. Are these pages sufficient for the roles that you have defined, or do you need to create new pages? For existing pages, do you need to add or remove any portlets or change the way they are arranged on the page? Consider that multiple roles can access a page with different access to the portlets on that page. Review the folders in the navigation and the pages that are contained in these folders. Do these folders help the users find their content? Do you need to edit existing folders or create new folders? Should you move any pages between folders? What folders or pages should be hidden for each role? 4. Organize the content and navigation into views. Determine which navigation folders and pages have a related purpose for each role. You can define one or more views for each role, and even make a single view appear differently between roles based on access control. Each view can also include one or more pages that are launched when the view is selected. Each of these options is provided to help remove other content and pages that can distract users. 5. Define the presentation for each role Determine which views should be available to users in a role. For some roles, you can remove the navigation pane and just provide a set of startup pages. You can assign exactly one preference profile per role. 6. Test the portal for each role. Create a test user for each role. Log into the portal as each user and verify the use cases. v The navigation is shown or not, depending on the setting in the preference profile. v The view selection list shows only the views to which the role has access and as defined by the preference profile. v Each view shows only the navigation nodes and startup pages allowed for that role. v Each folder shows only the pages allowed for that role. Chapter 4. Administrative settings 29

36 Logging out active users v v v v Working with pages Each page launched in the navigation pane shows only the portlets allowed for that role. If the role has Editor access to a page, the Edit Page option is available in the Page Actions selection list. This option is not showing if the user's role does not have Editor access. Each page shows only the portlets allowed for that role. The portlet title bar provides an Edit options icon that provides access to two options, a Personalize option, and an Edit Shared Settings option. The Personalize option is available, if the user's role has Privileged User access. The Edit Shared Settings option is available if the user's role has Editor access. Otherwise, neither of these options are available. Go back and make corrections as indicated by the results of your testing. 7. Move the portal to production use. Assign roles to actual users and notify the user community that the portal server is ready for use. Administrators can search for active users and log them out in the User Roles page. About this task To search for active users and if required log them out: Procedure 1. In the navigation pane, click Users and Groups > User Roles. The User Roles page is displayed. 2. Leave all search fields empty and select the Active Users Only check box. 3. To log out a user that is listed as being active, select the checkbox associated with their list entry and click Logout. Tip: To log out all active users, click the Select all icon icon to select all the entries and click Logout. Portal content is composed of pages, folders, and external URLs. Each of these resources is represented in the navigation pane as a node. Click Settings > Pages to create, edit, and delete pages and folders for the portal navigation. You can also edit external URLs that are launched from the navigation pane. You cannot create URLs in the portal. Instead, URLs are created when an application is deployed to the portal that includes the URL node in its descriptors. Field descriptions This section describes the fields and controls in the main panel of Pages. Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. 30 Tivoli Integrated Portal Online help

37 New Page Opens a panel for creating a new page. New Folder Opens a panel for creating a new folder. Delete Immediately deletes all selected items in the list. Only Custom resource types can be deleted. Filter Select Name Type Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Selects or deselects a single item in the table. Displays the title of the page as it is shown in the navigation. Displays the type of page. Unique Name Displays the string used by the system to uniquely identify the page or folder. Creating classic pages To create a page in classic mode, you must first set the properties of the page, including the page name and its location in the navigation pane. You must then select content for the page and specify the layout of the portlet window. All pages that are created in the portal have a resource type of Custom. About this task Important: Manager access to the Pages portlet is required in order to be able to create and delete pages or folders. To create a page for testing purposes: Procedure 1. To display the Create New Work Page portlet: v In the taskbar, click the Create new work page tab. v In the navigation pane, click Settings > Pages and in the Pages portlet, click New Page. A Page Settings page is displayed. 2. In the Page name field, provide a descriptive name for the page and in the Page location field indicate where you want the page to be displayed in the navigation pane. Consider the content on the page and how users will find that content by looking for the page name in the navigation pane. 3. Select the Classic option for the page layout. 4. Optional: Click the Optional Setting label and associate one or more roles with the new page and set the level of access for each role. 5. Click OK. The taskbar tab is updated with the name of the new page and a Choose a Portlet window is displayed. 6. To add a portlet, scroll through the list and select a portlet or use the Filter field to find the portlet you want to add. 7. Optional: Use the the Horizontal split icon or the the Vertical split icon to add more portlet containers to the page and select a portlet for each section. 8. Click OK in the Choose a Portlet window. The selected portlet is displayed. 9. Click Save to commit your changes. Chapter 4. Administrative settings 31

38 Results The new page is displayed. Users with editor access to the page can add more content, arrange the content using horizontal and vertical layouts, and replace and remove content. What to do next Make sure that the roles with access to this page also have access to the portlets that are on the page. You can also edit the new page to customize its settings, for example, its page persistence settings or text direction settings. Creating freeform pages To create a freeform page in the self service dashboard, you must first set the properties of the page, including the page name and its location in the navigation pane and then select content for the page. All pages that are created in the portal have a resource type of Custom. About this task Important: Manager access to the Pages portlet is required in order to be able to create and delete pages or folders. To create a freeform page for testing purposes: Procedure 1. To display the Create New Work Page portlet: v In the taskbar, click the Create new work page tab. v In the navigation pane, click Settings > Pages and in the Page Management portlet, click New Page. A Page Settings page is displayed. 2. In the Page name field, provide a descriptive name for the page and in the Page location field indicate where you want the page to be displayed in the navigation pane. Consider the content on the page and how users will find that content by looking for the page name in the navigation pane. 3. Select the Freeform option for the page layout. 4. Optional: Click the Optional Setting label and associate one or more roles with the new page and set the level of access for each role. 5. Click OK. The taskbar tab is updated with the name of the new page and a window is displayed that includes a portlet palette from which you can select portlets for your new page. 6. The portlet palette can contain portlets or portlet catalogs. Portlet catalogs are used to organize portlets into logical groups in environments where many portlets are available to be added to a page. You can use the search field to filter the number of items displayed, or you can use the navigation arrows to scroll through the items. To remove a search filter, clear the search field and click Search. You can hover over a portlet to view more information about it. 7. To add content to your page, drag items from the content palette to the content area below the palette. Tip: As you add items you can configure display settings through the Edit options icon, for example, you can change skin and a portlet's position on the 32 Tivoli Integrated Portal Online help

39 page, that is, whether it is displayed in front of or behind other content on the page. You can also resize a portlet by clicking and dragging the bottom right hand corner of the portlet. 8. Click Done to commit your changes. Results The new freeform page is displayed. Users with editor access to the page can add more content, arrange the content using horizontal and vertical layouts, and replace and remove content. What to do next Make sure that the roles with access to this page also have access to the items on the page. You can also edit the new page to customize it settings, for example, its page persistence settings or text direction settings. Creating folders Folders are used to group nodes in the navigation pane. All folders that are created in the portal have a resource type of Custom. Procedure 1. Click Settings > Pages in the navigation pane. A Page Settings page is displayed. 2. Click New Folder. The properties panel for the new folder is displayed. 3. Complete the fields in the properties panel. 4. Click Save to save your changes and return to Pages. Results The new folder is displayed in the summary table. The folder is also displayed in the navigation pane once you have added page content to it. Add other nodes to the folder by editing their location properties. Editing the properties of a page, folder, or external URL You can edit the properties of custom and system navigation nodes, which include pages, folders, and external URLs. Properties of a node include its display name and its location in the navigation. You can also indicate whether multiple or only single instances of a page node can be launched in the portal. About this task When changes are made to a system node, the updated system node is saved as System - Customized. You cannot delete a system node. Instead, you can restore the system node, which deletes the custom copy of it. You can perform the following tasks when you edit a node's properties. v Define who can access a page or external URL and the level of access v Determine which view should include the node. When the view is selected, the page, folder, or URL is included in the navigation pane for that view. v Change the name that is displayed in the navigation pane for a node. v Change the location of a node in the navigation pane. For example, you can group pages into folders. Chapter 4. Administrative settings 33

40 Attention: You cannot create URLs in the portal. Instead, URLs are created when an application is deployed to the portal that includes the URL node in its descriptors. Procedure 1. Click Settings > Pages in the navigation pane. Pages is opened displaying navigation nodes in a summary table. 2. Locate the node that you want to edit in the table provided. Use the filter in the table to type in the node name and quickly display it. 3. Click the link for the node provided in the Name column. The properties panel for the node is displayed. 4. Make your changes to the node's Page, Folder, and External URL properties. 5. Click Save when you have finished. Results The changes you made are reflected in the navigation pane. Deleting custom pages and folders You can delete only pages with the resource type of Custom. These are nodes created using the portal. About this task System nodes that have been customized can be restored. Attention: Before deleting a page or folder, consider whether any users are actively using the resource and any impacts this might have on services. If necessary, notify users in advance of any plans for changes that could affect their work. Important: Manager access to the Pages portlet is required in order to be able to create and delete pages or folders. Procedure 1. Click Settings > Pages in the navigation pane. Pages is opened displaying portal navigation nodes in a summary table. 2. Locate the node that you want to delete in the table provided. Use the filter in the table to type in the node name and quickly display it. 3. Check the box in the Select column for the node. You can select more than one custom page or folder for deletion. 4. Click Delete. A message is displayed at the top prompting you to confirm the deletion. 5. Click OK. Results The page or folder is deleted and removed from the navigation pane. Restoring system pages, folders, and external URLs System nodes are always preserved with their original settings. After making changes to a system node, the changes are saved in a customized copy of the page, 34 Tivoli Integrated Portal Online help

41 folder, or URL. When you restore a system node, the customized copy is deleted and the original system node is restored in its place. About this task To delete the customized copy and restore the system node, follow these steps. Procedure 1. Click Settings > Pages in the navigation pane. Pages is opened displaying portal navigation nodes in a summary table. 2. Locate the node that you want to edit in the table provided. Use the filter in the table to type in the node name and quickly display it. 3. Click the link for the node provided in the Name column. The properties panel for the node is displayed. 4. Scroll to the bottom of the panel and click Restore. 5. Click OK to save your changes. Results You are returned to the main panel of Pages. The resource type of the node is displayed as System. Page field descriptions Page properties This panel is used to edit the general properties of a page. This properties panel is displayed when you click a page in Pages to edit it. This panel is also displayed when you create a new page. Note: If you are creating a new page, add your own role to the page access list so that you can view and access the page. The following fields are available. Page name Indicates the name that is displayed for the node in the navigation, page tab, and page title area. When entering a page name in this field, consider the content on the page and how users will find that content by looking for the page name in the navigation. The page name does not have to be unique. This field is disabled if string translation is enabled. Click String Translation to change the support for translation of the name. Page location Indicates the location of the page in the navigation. Click Location to change the location. This location is always relative to the console root folder. For example, if you want your page to be located in a navigation folder called Status, the location would be console/status. Navigation visibility Specifies whether to display the node in the navigation. Under most circumstances, choose Visible. Choose Hidden if the page is to be launched from outside of the navigation, for example, launched by a portlet on another page. Chapter 4. Administrative settings 35

42 Type of page Indicates whether this is a Custom, System, System Customized, orcore node. Page unique name Displays the string that uniquely identifies this page in the portal. For example, you could have two pages with the name Status, but they cannot share the same unique name. This field cannot be changed. Initialization parameters Enter parameters to be available to portlets on the page. This field is available only for page nodes and is useful only when you know the parameters that the portlets on the page can process. Page persistence This field is particularly useful for pages that contain forms and data entered by users. If persistence is not enabled, form data is lost when the user navigates away from the page without closing it. To preserve data entered by the user for the duration of the portal session, specify whether you want the data maintained on the client or server. This field is available only for page nodes. Page tasking Indicate whether multiple instances of the page can be launched. If you select multiple instances, then the Open Page in New Tab selection is available for the page in the page action list. Component direction Indicate whether page components should be displayed from left-to-right or right-to-left. If you select the default setting, the display direction is governed at portal level. Text direction Indicate whether text on the page should be displayed from left-to-right or right-to-left. If you select the default setting, the text direction is governed at portal level. You can also set the text direction to Contextual Input, which for portlets that include text entry fields, displays entered text in the appropriate direction. Roles with Access to This Page This section provides a table displaying roles that have been assigned to access this page and their level of access. Access control to a page can also be assigned using Roles. The following options are unique for the roles table. Role Name Displays the name of a role that has been given access to the page. Access Level Displays the level of access that the role has to the page. View Membership This section provides a table displaying views that the page is a member of. The following options are unique to the view table. View Name Provides the name of the view as it is displayed in the View selection list in the banner. Launch Check this option to launch the page when the user selects the view. 36 Tivoli Integrated Portal Online help

43 The following fields and controls are available in both the roles and views tables. Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. Add Adds an item to the table. Remove Removes all selected items from the table. There is no warning prompt when you click Remove. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. Folder properties This panel is used to edit the general properties of a folder. This properties panel is displayed when you click a folder in Pages to edit it. This panel is also displayed when you create a new folder. Note: If you are creating a new folder, add your own role to the folder access list so that you can view and access the folder. The following fields are available. Folder name Enter the name you want to display in the navigation for the node. This field is disabled if string translation is enabled. Click String Translation to change the support for translation of the name. The folder name does not have to be unique. Folder location Specify where in the navigation pane you want to place the node. This location is always relative to the console root folder. For example, if you want your page to be located in a navigation folder called Status, the location would be console/status. Click Location to specify the location. Navigation visibility Specify whether to display the node in the navigation. Under most circumstances, specify Visible. Type of folder Indicates whether this is a Custom, System, System Customized, orcore node. Folder unique name Displays the string that uniquely identifies this folder in the portal. For example, you could have two folders with the name Status, but they cannot share the same unique name. External URL properties This panel is used to edit the general properties of an external URL. This properties panel is displayed when you click an external URL in Pages to edit it. The following fields are available. Chapter 4. Administrative settings 37

44 URL name Enter the name you want to display in the navigation for the URL. This field is disabled if string translation is enabled. Click String Translation to change the support for translation of the name. The URL name does not have to be unique. URL address Indicates the URL for the link, which you can change. When the portal user clicks the node in the navigation pane, a new browser window is launched to the address specified in this field. URL console location Specify where in the navigation pane you want to place the external URL. This location is always relative to the /console root folder. For example, if you want your URL to be located in a navigation folder called External resources, the location would be console/external Resources. Click Location to specify the location. URL visibility Specify whether to display the node in the navigation. Type of URL Indicates whether this is a System or System - Customized URL. URL unique name Displays the string that uniquely identifies this URL in the portal. For example, you could have two URLs in the navigation with the name Status, but they cannot share the same unique name. This field is for information only and cannot be changed. Roles with Access to This URL This section provides a table displaying roles that have been assigned to access this URL and their level of access. Access control to a URL can also be assigned using Roles. The following options are provided. Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. Add Adds an item to the table. Remove Removes all selected items from the table. There is no warning prompt when you click Remove. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. Role Name Displays the name of a role that has been given access to the URL. Access Level Displays the level of access that the role has to the URL. Location properties Use this panel to specify the location in the navigation of a page, folder, or URL node. It is accessed from the properties panel of the node. 38 Tivoli Integrated Portal Online help

45 You can use the buttons provided or drag the node to change its location. You can move only the node that is being edited. Select the node text to move it. The following buttons are used to specify the location. Up Moves the selected node up within a folder. Down Moves the selected node down within a folder. Move Click this button to change the node's parent folder. This button changes the original panel by making only folder nodes visible in the navigation and removing the Up and Down buttons. After changing the folder location, you can use Up and Down to change the order within that folder. Add Back Moves the node to the selected folder in the navigation and returns to the original panel. Returns to the original panel without changing the location. Portlet Palette properties Use Portlet Palette to select a portlet to add to a page, change the page layout, or connect portlets using wires. The Portlet Palette is displayed only when you are creating a free form page or editing a free form page, for example, adding a new portlet. All portlets that you drag to a page are displayed below the Portlet Palette. v v v v When you are creating a new page, the Portlet Palette is displayed above the content area to allow you to select portlet content for that page. Use the controls on each portlet to remove it from the page. Hover over portlet icons to view a descriptive image and text for each portlet. Use the navigation arrows at the bottom of the palette to view additional portlets. Use the breadcrumb controls at the top left of the palette to navigate catalog levels. When creating or editing a page, additional controls are provided on the page and icons displayed in each portlet window title bar. Field descriptions The following controls are available in the Portlet Picker. Search Search for a particular portlet using a text string to reduce the number of portlets listed in the palette. The search function searches portlet names and their descriptions. Page Settings Click the page. Page Settings icon to view the general settings for the Show Wires Displays a list of wires for the page. See Summary of wires on page 40 for a complete description of these fields. Done Click Done to save your page once you have added and configured your portlets on the page. Chapter 4. Administrative settings 39

46 Cancel Click Cancel to exit from the page without saving your changes. Summary of wires Displays existing connections, or wires, between source portlets on the page and their targets. Wires are used to share information between portlets. For example, when portlets are wired on a page, they can provide updates depending on a selection in the source portlet of the wire. Before working with wires, make sure you have sufficient information about the type of events each portlet supports. This section is displayed when you click Show Wires in a page that is being edited. New Wire Displays a dialog that allows you to select an event for the wire. The description for each event should provide sufficient information to help select an event. The following field names are available as the headings for each column in the wire summary table. Type Source Event 40 Tivoli Integrated Portal Online help Indicates how the wire is created. System wires are created by products and applications in the console. Custom wires have been created by editing this page. You can delete custom wires and change custom wire definitions, including the target, transformation, and event. You can only enable and disable system wires. Indicates the name of the portlet on the page that is the source of the event. Provides the name of an event that can be shared between source portlets and their targets. The event includes information that the target portlets can respond to. Target Specifies the target of the event. The target can be a page, a portlet on the same page, or a portlet on another page. Click the Browse icon to select from a list of available targets. Transformation Optional field that specifies how an event should be handled before it is delivered to the target. A transformation can change event parameter names, parameter values, or event types to enable the target to process the event. Use the Browse icon to select from a list of available transforms. The description should provide sufficient information to help select a transformation. Enable If checked, the wire is enabled and delivers the event when it is launched. This is the only option you can change for system wires. Delete Removes the wire. Portlet Picker properties In classic mode, use Portlet Picker to select a portlet to add to a page, change the page layout, or connect portlets using wires.

47 This portlet is displayed only when you are creating a page or adding a portlet window to a page in classic mode. For free form pages, a portlet palette is displayed. All portlets on a page are displayed within a window. v v When you are creating a new page in classic mode, Portlet Picker is displayed within a single window to allow you to select the portlet content for that window. Portlet Picker is also displayed within any new windows that you add to the new page. Use the controls on each window to add or remove windows on the page. When you are editing a page, Portlet Picker is displayed only when you are creating a new portlet window (using the Horizontal split icon or the Vertical split icon) or replacing a portlet in an existing window (using the Replace content icon). When creating or editing a page, additional controls are provided on the page and icons displayed in each portlet window title bar. Field descriptions The following controls are available in the Portlet Picker. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects a single portlet to be added to the page. Portlet Entity Title Displays the name of each portlet entity that can be placed on a page. In some cases, multiple portlet entities can indicate the same portlet using different names. For example, after deployment, an application can add a portlet that provides news updates from an RSS feed. But there could be two entities of the portlet, one with the name Company headlines and one with the name Product updates. Each entity can be configured to obtain the RSS feed from separate sources. Leave portlet window blank Check this box to save the window without portlet content. You must click Add Portlet before you can save the page with this option checked. Changes are not saved until you use the Save button on the page. This button is enabled when you click OK in Portlet Picker. Page editing controls in classic mode Use these controls to change page content and layout in classic mode or to change wires between portlets on the page. These controls are displayed only when creating or editing a page. v Portlet title bar icons for layout and content v Page level field descriptions on page 42 v Summary of wires on page 42 Portlet title bar icons for layout and content The following icons are available on every portlet window's title bar when creating or editing a page. Changes are not committed until you click the page Save button. See Page level field descriptions on page 42. Chapter 4. Administrative settings 41

48 the Horizontal split icon Creates a window beneath the current portlet window. A new instance of the Portlet Picker is included in the new window for selecting the window content. the Vertical split icon Creates a window to the right of the current portlet window. A new instance of the Portlet Picker is included in the new window for selecting the window content. the Events icon Displays events to which the portlet already subscribes or publishes. the Replace content icon Replaces the current portlet with the Portlet Picker to allow you to select another portlet for the window. the Delete icon Deletes the current window and its content. Page level field descriptions The following controls are available on the page that you are creating or editing. Save Saves all changes you have made to the page and opens the page properties. Cancel Cancels your changes and returns to the most recently opened page. Show Wires Displays a list of wires on the page. See Summary of wires for a complete description of these fields. Summary of wires Displays existing connections, or wires, between source portlets on the page and their targets. Wires are used to share information between portlets. For example, when portlets are wired on a page, they can provide updates depending on a selection in the source portlet of the wire. Before working with wires, make sure you have sufficient information about the type of events each portlet supports. This section is displayed when you click Show Wires in a page that is being edited. New Wire Displays a dialog that allows you to select an event for the wire. The description for each event should provide sufficient information to help select an event. The following field names are available as the headings for each column in the wire summary table. Type Indicates how the wire is created. System wires are created by products and applications in the console. Custom wires have been created by editing this page. You can delete custom wires and change custom wire definitions, including the target, transformation, and event. You can only enable and disable system wires. 42 Tivoli Integrated Portal Online help

49 Source Event Working with views Indicates the name of the portlet on the page that is the source of the event. Provides the name of an event that can be shared between source portlets and their targets. The event includes information that the target portlets can respond to. Target Specifies the target of the event. The target can be a page, a portlet on the same page, or a portlet on another page. Click the Browse icon to select from a list of available targets. Transformation Optional field that specifies how an event should be handled before it is delivered to the target. A transformation can change event parameter names, parameter values, or event types to enable the target to process the event. Use the Browse icon to select from a list of available transforms. The description should provide sufficient information to help select a transformation. Enable If checked, the wire is enabled and delivers the event when it is launched. This is the only option you can change for system wires. Delete Removes the wire. Views are a defined set of tasks that are displayed in the navigation pane. Views also can include one or more pages that are launched when the view is selected. For example, if you find a set of tasks related to obtaining sales and cost reports from retail stores throughout a region, you could create a view called Reports that includes all of the pages associated with those tasks in the navigation. Each page, along with the folders that include them, would be added to the view. You could then set some of the most important pages to launch when the view is selected. In this way, views can make your experience with the portal more productive than sorting through all of the navigation tasks that are displayed by default. If you have sufficient access, you can create your own custom views. You can only edit system views. To access Views in the portal, click Settings > Views in the navigation. Field descriptions This section describes the fields and controls in the main panel of Views. Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. New Opens a panel for creating a new view. Chapter 4. Administrative settings 43

50 Delete Immediately deletes all selected items in the list. Only Custom resource types can be deleted. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. View Name Displays the name of the view as it is shown in the View selection list in the banner. Click the name to edit the view. Type Displays the type of view. The actions you can perform on a view depend upon its type. Role Count Displays the number of roles that have access to this view.. Page Count Displays the number of pages that are available in the portal when the view is selected. Creating views Views determine what pages are listed in the navigation pane as well as which pages are launched when the view is selected. All views that are created in the portal have a resource type of Custom. This procedure walks you through the task of creating a view for testing purposes. After completing these steps, you can remove or edit this view for production use. Before you begin You should understand the portal layout before starting this task. Procedure 1. Click Settings > Views in the navigation pane. The Views page is displayed with the list of system and custom views in the portal. 2. Click New. The properties panel for the new view is displayed. 3. Enter a descriptive name for the view. This name is displayed in the View selection list in the banner. 4. Expand the Roles with Access to This View section and click Add. The Add Roles panel is displayed with a list of available roles. For this task, add a role that can be used to test the view before adding access for other roles. Attention: Granting access to the view does not grant access to the pages within the view. 5. Select your role in the table. You can use the filter to quickly find your role if the list of roles is very large. 6. Click Add after making your selection. You are returned to the view properties. The next step is to determine the pages that make up the view. 7. Expand the Pages in This View section and click Add. The Add Pages panel is displayed with a list of available pages. 8. Select several folders or pages in the list. Selecting a folder also selects all of the pages contained in that folder. You can individually deselect pages in a folder if necessary. 9. Click Add after making your selections. You are returned to the view properties. 44 Tivoli Integrated Portal Online help

51 10. Select the Launch option for two or three of the pages and select one of the launch pages as the default. 11. Click Save to save the new view and return to the Views page. Results Select the new view from the View drop down list located above the navigation pane. Verify that all pages and folder that you selected are displayed in the navigation, that the pages selected to launch are available is the page bar, and that the default selection has focus in the work area. Editing views Views provide a limited set of nodes in the navigation pane and optional set of startup pages to help users focus on their tasks. If you have sufficient authorization in the portal, you can change the view name, navigation content, and access permissions for system and custom views. You can delete only custom views. Changes you make to a system view are saved as System Customized. About this task Procedure 1. In the navigation pane, click Settings > Views. The Views page is displayed with the list of system and custom views in the portal. 2. Click the view name in the list displayed in Views. This displays the view's properties. 3. Optional: Expand Roles with Access to This View to update the list of roles with permissions to the view and their access level. A list of all roles with access to the view is displayed. Option To remove access for a role To add access for a role To change the access level for a role Description Select a role and click Remove. The role is removed immediately from the access list without a warning prompt. Click Add. Select one or more of the roles displayed and click OK. The roles you added are included to the list. Select one of the options under Access Level for the role. Note: Granting access to the view does not grant access to the pages within the view. 4. Optional: Expand Pages in This View to change which pages are displayed in the navigation when the view is selected. Option Add a page to the view Remove a page from the view Description Click Add to add a page to the view. Select the page in the Select column and click Remove. You can select multiple pages to remove. Chapter 4. Administrative settings 45

52 Option Change the launch options for a page Description Select Launch for each page that should be opened when the view is selected. Only one page can be in focus (current) when the view is selected. When multiple pages are set to launch, set the current page in the Default column. 5. Click Save to save your changes and return to the main view panel. Results For customized versions of a system view, you can retrieve the system view settings by editing the system customized view and clicking Restore. The system customized version of the view is removed and replace by the original system view. Deleting custom views You can delete only views with the resource type of Custom. These are views created using the portal. About this task Customized versions of system views can be restored. Restoring a System Customized view deletes the custom copy and replaces it with the original system view. Attention: Before deleting a view, consider whether any users are actively using the view and any impacts this might have on services. If necessary, notify users in advance of any plans for changes that could affect their work. Follow these steps to delete a custom view. Procedure 1. Click Settings > Views in the navigation pane. The Views page is displayed with the list of system and custom views in the portal. 2. Select the custom view that you want to delete. You can select more than one custom view. 3. Click Delete. A message is displayed at the top prompting you to confirm the deletion. 4. Click OK. Results The custom view is removed from the view list. View properties This panel is used to edit the general properties of a view. 46 Tivoli Integrated Portal Online help This properties panel is displayed when you click a view in Views to edit it. This panel is also displayed when you create a new view. Note: If you are creating a new view, add your own role to the view access list so that you can select the view.

53 The following fields are available. View name Enter the name you want to display for the view, which is displayed in the View selection list. This field is disabled if string translation is enabled. Click String Translation to change the support for translation of the name. The view name must be unique within the portal. Hide any open pages in the work area that are not part of this view Selecting this option forces open pages that are not part of the view from being displayed in the page bar when the view is selected. The pages are available again when the user returns to the previous view in which the page was originally opened. Type of view Displays either Custom, System, orsystem Customized. This field cannot be changed. View unique name Displays the identifer used by the portal to uniquely identify this view from other views. This field cannot be changed. Roles with Access to This View This section provides a table displaying roles that have been assigned to access this view and their level of access. Access control to a view can also be assigned using Roles. The following options are unique for the roles table. Role Name Displays the name of a role that has been given access to the view. Access Level Displays the level of access that the role has to the view. For views, all access levels are equivalent, giving the role access to launch, but not edit, the view. Pages in This View This section provides a table displaying pages, folders, and external URLs that are displayed in the navigation when this view is selected. The following options are unique for the pages table. Set all pages in this view to launch Selects the launch option for all pages in the table. Page Name Displays the name of the page or node as it appears in the navigation. Unique Name Displays the identifier that uniquely identified the page in the portal. Launch When selected, launches the page in the work area when the view is selected. Default Defines the page that is launched in focus when multiple pages are set to launch when the view is selected. The following fields and controls are available in both the roles and pages tables: Chapter 4. Administrative settings 47

54 Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. Add Adds an item to the table. Remove Removes all selected items from the table. There is no warning prompt when you click Remove. Filter Select Working with catalogs Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Selects or deselects a single item in the table. Catalogs are used to logically group portlets in the portlet palette. Access to portlet catalogs, and therefore any portlets contained within, is controlled by roles. If you have sufficient access, you can create and edit your own custom portlet catalogs. To access Catalogs in the portal, click Settings > Catalogs in the navigation pane. Field descriptions This section describes the fields and controls in the main panel of Catalogs. New icon Opens a panel for creating a new catalog. Edit icon Opens a panel for editing a selected catalog. Delete icon Deletes the selected catalog from the list. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Name Displays the name of the catalog. Click the name to edit the catalog. Type Displays the type of catalog. The actions you can perform on for a catalog depend upon its type. Contains Displays the number of portlets that the catalog contains. Description Displays a description of the catalog. Creating catalogs Catalogs determine how portlets are organized in the portlet palette when a new freeform page is being created. All catalogs that are created in the portal have a resource type of Custom. 48 Tivoli Integrated Portal Online help

55 Before you begin You should understand the portal layout before starting this task. Important: Manager access to the Catalog portlet is required in order to be able to create and edit catalogs. Procedure 1. Click Settings > Catalogs in the navigation pane. The Catalogs page is displayed listing any catalogs that exist in the portal. 2. Click the New icon. The Create Catalog panel is displayed. 3. Enter a name and a description for the catalog. 4. In the Access Controls area, to associate one or more roles with the catalog, select roles in the Available Roles list and click Add to move them to the Roles which can see the catalog list. 5. In the Portlets area, to add one or more portlets to the catalog, select portlets in the Available Portlets list and click Add to move them to the Selected Portlets list. 6. Click OK to save the new catalog and return to the Catalogs page. Results The new catalog is listed in thecatalogs page and those portlets that you added to the catalog are made available in portlet palette contained within the new catalog. Editing catalogs If you have sufficient authorization in the portal, you can change the edit details for existing portlet catalogs. About this task Important: Manager access to the Catalog portlet is required in order to be able to create and edit catalogs. Procedure 1. In the navigation pane, click Settings > Catalogs. The Catalogs page is displayed with a list of a available catalogs in the portal. 2. Click a catalog's name in the list to display its properties panel. 3. Optional: Update the portlet catalog's name and description. 4. Optional: In the Access Controls area, to associate one or more roles with the catalog, select roles in the Available Roles list and click Add to move them to the Roles which can see the catalog list. 5. Optional: To disassociate one or more roles with the catalog, select the roles in the Roles which can see the catalog list and click Remove. 6. Optional: In the Portlets area, to add one or more portlets to the catalog, select portlets in the Available Portlets list and click Add to move them to the Selected Portlets list. 7. Optional: To remove one or more portlets from the catalog, select portlets in the Selected Portlets list and click Remove. 8. Click OK to save the updates to the portlet catalog and return to the Catalogs page. Chapter 4. Administrative settings 49

56 Results The updated catalog is listed in the Catalogs page. Any updates that you made to the catalog name, description, and contents are also reflected in the portlet palette. Deleting catalogs If you have sufficient authorization in the portal, you can delete existing portlet catalogs. Deleting a catalog does not delete the portlets contained in that catalog. About this task Important: Manager access to the Catalog portlet is required in order to be able to delete catalogs. If you delete a catalog and a portlet from that catalog is not associated with any other catalog, it becomes uncategorized and is listed in the portlet palette at the same level as any other catalogs that may exist in the portal. Follow these steps to delete a portlet catalog. Procedure 1. In the navigation pane, click Settings > Catalogs. The Catalogs page is displayed with a list of a available catalogs in the portal. 2. Select the radio button for the catalog that you want to delete. and click the Delete icon. 3. In the message area at the top of the page, click OK to confirm that you want to delete the selected catalog. Results Working with roles The selected catalog is removed from the catalog list and is no longer available in the portlet palette. Portal users are granted access to resources based on the role to which they have been assigned. In the navigation pane, click Users and Groups > Roles to add and remove roles and to assign access to portlets, pages, and views. After the portal is installed, there are some roles already defined to the server. Access levels The access level that a role has to a resource determines the actions that users within that role can perform on the resource. Table 8. Access rights to portal resources based on access level Access Level Resource User Privileged User Editor Manager 50 Tivoli Integrated Portal Online help

57 Table 8. Access rights to portal resources based on access level (continued) Access Level Portlet View and interact with the portlet and access portlet help. View and interact with the portlet, edit personal settings, and access portlet help. View and interact with the portlet, edit personal settings, edit global settings, and access portlet help. View and interact with the portlet, edit personal settings, edit global settings, and access portlet help. Page Folder External URL View Launch the node from the navigation. Create and edit customized portlets in the portlet wizard Launch the node from the navigation and edit the content and layout. Note: Folders are always available in the navigation if the user has access to at least one of its pages. Launch the node from the navigation. Select the view. For a given resource, if a role does not have one of these access level settings, then the role has no access to the resource. Only users with adminsecuritymanager and Administrator role can create, delete or change the properties of a role. If you assign access for any other role to the Roles portlet, users in that role will only be able to view roles and change access to views and pages. Note: The access control settings are not observed when using the administrative portlets under the Settings node. Users with access to these pages and portlets will be able to create, edit, and delete all custom pages, portlets, and views. For example, if a user has no access to Page Two, but has access to Pages, that user can edit all of the properties of Page Two and change access control settings. Keep this in mind when granting access to the Settings portlets for a role. If a user is assigned to multiple roles, the user acquires the highest access level between these roles for a resource. For example, if a user belongs to the manager role with Privileged User access to a portlet and also belongs to the communications role with no access to the portlet, then the user has Privileged User access to the portlet. Tasks You can grant access for multiple roles while creating or editing a resource, such as a page or a portlet. You can also grant access to multiple pages or views while creating or editing a role. Creating roles Portal users are granted access to resources based on the role to which they have been assigned. All roles that are created in the portal have a resource type of Chapter 4. Administrative settings 51

58 Custom. This procedure describes creating a role for testing purposes. After completing these steps, you can remove or edit this role for production use. Procedure 1. Click Users and Groups > Roles in the navigation. A list of all roles in the portal is displayed. 2. Click New. The properties panel for the new role is displayed. 3. Enter a descriptive name for the role. 4. Optional: Expand the Users and Groups section. Use this section to associate a role with one or more users and groups. The method to add users and groups is similar, so this topic describes adding users only. To associate a user with a role, follow these steps: a. In the Users panel, click Add. A new page is displayed that allows you to search for and select users to be added to the role. b. Provide search filters in the relevant fields, select the maximum number of results that you want returned and click Search to return a list of users that match your criteria. Tip: If you leave the search filter fields blank, the system returns all users (up to a limit of 1000). c. From the returned results, select the users that you want to associate with the role and click Add. The previous page is displayed listing the selected users in the Users panel. 5. Expand the Access to Views section. Use this section to grant access to one or more custom views for users who are assigned to the new role. If you have already created a custom view, follow these steps. a. Click Add. A list of available views is displayed. b. Select one or more views and click OK. c. To make sure the role has access to all of the pages within the view, click Grant to All. 6. Expand the Access to Pages section. A list of pages that the role can access is displayed. However, this list is empty if you did not add a view and grant access to all of the pages within the view. 7. Optional: Click Add to grant access to additional pages. 8. For each page that is listed, verify that the Access Level is set correctly. 9. Click Save to save your changes and return to Roles. Results The new role is created with access to the views, users and groups, and pages that you indicated. To grant access to the portlets on those pages you must edit the portlets. Editing roles Portal users are granted access to resources based on the role to which they have been assigned. If you have sufficient authorization in the portal, you can change the name of custom roles. For all roles, you can change access to views and pages and set the access level to pages. 52 Tivoli Integrated Portal Online help

59 About this task Procedure 1. In the navigation pane, click Users and Groups > Roles. A list of all roles in the portal is displayed. 2. Click the name of the role that you want to edit. The properties panel for the role is displayed. If this is a custom role, the only field you can edit is Role Name. For all other resource types, you cannot edit any of the role properties. 3. Optional: Expand the Users and Groups section. Use this section to associate a role with one or more users and groups. The method to add users and groups is similar, so this topic describes adding users only. To associate a user with a role, follow these steps: a. In the Users panel, click Add. A new page is displayed that allows you to search for and select users to be added to the role. b. Provide search filters in the relevant fields, select the maximum number of results that you want returned and click Search to return a list of users that match your criteria. Tip: If you leave the search filter fields blank, the system returns all users (up to a limit of 1000). c. From the returned results, select the users that you want to associate with the role and click Add. The previous page is displayed listing the selected users in the Users panel. 4. Expand the Access to Views section. Use this section to grant access to one or more custom views for users who are assigned to the new role. If you have already created a custom view, follow these steps. a. Click Add. A list of available views is displayed. b. Select one or more views and click OK. c. To make sure the role has access to all of the pages within the view, click Grant to All. 5. Expand the Access to Pages section. A list of pages that the role can access is displayed. However, this list is empty if you did not add a view and grant access to all of the pages within the view. 6. Optional: Click Add to grant access to additional pages. 7. For each page that is listed, verify that the Access Level is set correctly. 8. Click OK. Results Your changes are saved and you are returned to the Roles page. What to do next For any pages that you added for the role, you should ensure that the role also has access to the portlets on the page.. Deleting custom roles You can delete only roles with the resource type of Custom. These are roles created using the portal. Chapter 4. Administrative settings 53

60 About this task Attention: Before deleting a role, consider whether any users are actively using the role and any impacts this might have on services. If necessary, notify users in advance of any plans for changes that could affect their work. Follow these steps to delete a custom role. Procedure 1. Click Users and Groups > Roles in the navigation pane. The Roles page is displayed with the list of roles in the portal. 2. Select the custom role that you want to delete. You can select more than one custom role. 3. Click Delete. A message is displayed at the top prompting you to confirm the deletion. 4. Click OK. Results The custom role is removed from the list. Managing roles for users Administrators can search for users and manage their roles in the User Roles page. About this task To search for users and manage their roles: Procedure 1. In the navigation pane, click Users and Groups > User Roles. The User Roles page is displayed. 2. In the search fields provided, you can enter search criteria by given name, surname, user ID, and address. If you do not have exact details for a particular item, all of the search fields support using an asterisk (*) asa wildcard character. For example, to return all user records with a given name that starts with Mich, enter mich* in the First name field. Tip: You can leave the search fields blank to return all user records. Tip: To return only users that are currently logged in, leave the search fields blank and select the Active Users Only check box. 3. From the Number of results to display list, select the number of records that you want returned and click Search. Restriction: Returned records are displayed one page only. If more records are available than the setting you chose from the list, only a partial list is returned. To display all records you need to search again after selecting a larger number from the Number of results to display list. A list of records that match your search criteria are listed in the grid. 4. Select a user from the User ID column. A list of available roles for the selected user is displayed on a new page. Those roles that are currently associated with the selected user are checked. 54 Tivoli Integrated Portal Online help

61 5. Modify the roles associated with the user as required, that is, check the roles that you want associated with the user and clear those that you do not. 6. Click Save to commit your changes, or Reset to reset the form to its initial state. Once you click Save, the User Roles page is displayed. The entry for the user in the Roles column is updated to reflect your changes. What to do next You can select another user from the search results and update their role settings, enter new search criteria to manage other user records, or close the User Roles page. Managing roles for groups Administrators can search for groups and manage their roles in the Group Roles page. About this task To search for user groups and manage their roles: Procedure 1. In the navigation pane, click Users and Groups > Group Roles. The Group Roles page is displayed. 2. In the search fields provided, you can enter search criteria by group ID and description. If you do not have exact details for a particular item, both search fields support using an asterisk (*) as a wildcard character. For example, to return all group records with a group ID that starts with tes, enter tes* in the Group ID field. Tip: You can leave the search fields blank to return all records. 3. From the Number of results to display list, select the number of records that you want returned and click Search. Restriction: Returned records are displayed one page only. If more records are available than the setting you chose from the list, only a partial list is returned. To display all records you need to search again after selecting a larger number from the Number of results to display list. A list of records that match your search criteria are listed in the grid. 4. Select a group from the Group Name column. A list of available roles for the selected group is displayed on a new page. Those roles that are currently associated with the selected group are checked. 5. Modify the roles associated with the group as required, that is, check the roles that you want associated with the group and clear those that you do not. 6. Click Save to commit your changes, or Reset to reset the form to its initial state. Once you click Save, the Group Roles page is displayed. The entry for the group in the Roles column is updated to reflect your changes. What to do next You can select another group from the search results and update its role settings, enter new search criteria to manage other group records, or close the Group Roles page. Chapter 4. Administrative settings 55

62 Role properties This panel is used to edit the general properties of a role. The properties panel is displayed when you click one of the roles to edit it. This panel is also displayed when you create a new role. To access this panel, click Users and Groups > Roles in the navigation pane. Then click the name of one of the roles that are listed, or click New to create a new role. Role name Enter a descriptive name for the role. This name should be informative enough to indicate the actions and resources that are available to the users in this role. The role name must be unique within the portal. The characters in a role name are restricted to letters, digits, blank spaces, and underscores. The role name cannot start with a digit. Type of role Displays either Custom, System, orcore. This field cannot be changed. Users and Groups This section shows two table displaying the users and groups that have been assigned to this role. The following options are unique for these tables. Users This table lists the users with access to the role. The following column headings are unique to this table: User ID Displays the unique system ID associated with the user. First Name Displays the first name associated with the user ID. Last Name Displays the last name associated with the user ID. Groups This table lists the user groups with access to the role. The following column headings are unique to this table: Group Name Displays the name associated with this group. Unique Name Displays the unique system ID associated with the group. Access to Views This section provides a table displaying views that have been assigned to this role. The following options are unique for the views table. View Name Indicates the name of the view. You can sort the list of names by clicking the column heading. Access Level Indicates the level of access for role members in relation to the view. Access to Child Resources Grants access to all pages that are part of this view. After clicking this option, the Access to Pages table is updated with the new pages. If necessary, you can individually select pages from that table to remove access. 56 Tivoli Integrated Portal Online help

63 Working with portlets Access to Pages This section provides a table displaying pages that have been assigned to this role. The following options are unique for the pages table. Name Displays the name of the page or node as it appears in the navigation. Unique Name Displays the identifier that uniquely identified the page in the portal. The following fields and controls are available in all sections. Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. Add Adds an item to the table. Remove Removes all selected items from the table. There is no warning prompt when you click Remove. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. Access Level Indicates the actions that users in the role can perform on the view or page. Portlets are web applications that display information or provide a service in a portal page. You can only work with portlets that have been deployed to the portal. Use Portlets to create, edit, and delete a portlet from a page. To access Portlets in the portal, click Settings > Portlets in the navigation pane. The main panel displays a list of all of the portlets in the portal. In relation to the portlet palette that is displayed when creating freeform page, portlets can be associated with one or more portlet catalogs. Portlets that are not organized into catalogs, are said to be uncategorized, but depending on your authorization, may still be listed in the portlet palette. Field descriptions This section describes the fields and controls in the main panel of the Portlets management page. New icon Launches the Create Portlet Wizard that allows you to create a customized copy of an existing portlet. Edit Launches the Edit Portlet Wizard that allows you to edit settings for a non-core portlet. Chapter 4. Administrative settings 57

64 Delete Deletes a selected custom portlet. Restore icon Reloads the portlets list. Filter Select Name Type Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Selects or deselects a single item in the table. Displays the title of the portlet as it is shown on the page. To edit details for a portlet, click its name entry in the table to launch the Edit Portlet Wizard. Indicates whether a portlet is a core, system, or custom portlet. Catalog Displays the catalog that contains the portlet. Description Provides a description of a portlet and its intended function. Custom portlets You can create and edit custom portlets in the Portlet Wizard. Creating portlets You can configure settings using an existing portlet to create a custom portlet. You can create many different custom portlets and configure them in the Create Portlet Wizard, each portlet with a different name and configuration settings. The portlet must already be installed in the portal for you to create a custom version of it. About this task Follow these steps to create and configure a custom portlet: Important: Manager access to the Portlets portlet is required in order to be able to create and edit portlets in the Portlet Wizard. Procedure 1. In the navigation pane, click Settings > Portlets. A list of all of the portlets is displayed in a scrollable table. 2. In the task bar, click the New icon to start the Create Portlet Wizard. The Welcome page is displayed. 3. Click Next to display the Select Base Portlet page. In this page, you can directly select an portlet on which to base your custom portlet or filter the number of portlets displayed by searching for portlets with a particular name. 4. Optional: To search for a portlet, enter a text string in the search field and click Search. To clear a search and again list all portlets, clear the search field and click Search. 5. Select a base portlet from list of portlets and click Next. The General portlet information page is displayed. 6. Required: Enter a new, descriptive name, which in most circumstances, becomes the portlet's display name. 7. Enter a description for the portlet, indicating its function. 8. Select a thumbnail icon that you want associated with the portlet. The selected thumbnail icon is used in the portlet palette when a user is creating a freeform page in the self-service dashboard. 58 Tivoli Integrated Portal Online help

65 9. Select a description image that you want associated with the portlet. The selected image is displayed when a user points to a thumbnail icon in the portlet palette when they are creating a freeform page in the self-service dashboard. 10. Optional: In the Component direction and Text direction fields, accept the default whereby portal components and text are displayed according to your browser settings. Alternatively, you can choose to impose either left-to-right or right-to-left display settings. 11. Optional: To associate the portlet with one or more portlet catalogs, select catalogs in the Available Catalogs list and move them to the Selected Catalogs list. Catalogs are used to logically group portlets when they are displayed in the portlet palette of the self-service dashboard. 12. Click Next to display the portlet Security page is displayed. In the Security page, you can provide some or all portal roles with varying levels of access to the portlet. The following access levels are available: User Roles with User access, have view access to the configured portlet, when it is subsequently added to a page. Privileged User Roles with privileged user access, have view access and such users can personalize their own experience of a portlet through the Edit options icon in the portlet taskbar. Personalizing a portlet does not affect the experience of other users of the portlet. Editor Roles with Editor access can subsequently edit shared settings for a portlet through the Edit options icon in the taskbar. When an editor modifies shared settings, it affects other portlet user settings for that portlet. Also, roles with Editor access can subsequently edit the portlet's general settings in the Portlet Wizard. Editor access (unlike manager access) does not provide access to portlet-specific customization pages or to the security settings page in the Portlet Wizard. Manager Roles with Manager access can subsequently modify any aspect of the portlet in the Edit Portlet Wizard. Note: As the creator of the custom portlet you are given Manager access by default. 13. Optional: To associate a role with a particular access level for the portlet: a. Select the role in the Available Roles panel. b. In the right hand panel, click the access level that you want the role to be associated with and click Add to move the selected role to that access level's panel. For example, to provide the chartadministrator role with Editor access, select chartadministrator in the left panel and then click the Editor bar in the right hand panel to display its content panel. Click Add to move the chartadministrator role to the Editor content panel. 14. Click Next to display portlet specific customization pages. Chapter 4. Administrative settings 59

66 What to do next Customize your portlet further in the portlet specific wizard pages. Portlet specific settings vary for each portlet type and you can use the portlet level help (available through Help (?) in the wizard page taskbar) to assist you. Once you have customized the portlet, and click Next, a Summary page is displayed where you can review your settings. Note: Some portlets do not have customization pages associated with them. In those cases, when you click Next in the portlet Security page, the Summary page is displayed. Editing portlets Portlets provide content on a portal page, for example, viewing system information or submitting reports. If you have sufficient authorization, you can change access permissions to a portlet. You can also change the display name of the portlet and its configuration settings. About this task Note: You cannot edit portlets of the portlet type core. Important: Manager access to the Portlets portlet is required in order to be able to create and edit portlets in the Portlet Wizard. To edit details for a custom portlet: Procedure 1. Click Settings > Portlets in the navigation pane. A list of all of the portlets is displayed in a scrollable table. 2. You can select the portlet that you want to edit in two ways: v Click the name of the portlet that you want to edit to start the Edit Portlet Wizard. v Select the radio button associated with the portlet that you want to edit and click the Edit icon to start the Edit Portlet Wizard. The Welcome page is displayed. 3. Click Next to display the General portlet information page. 4. Optional: Edit the portlet's name and description. 5. Optional: Select a thumbnail icon that you want associated with the portlet. The selected thumbnail icon is used in the portlet palette when a user is creating a freeform page in the self-service dashboard. 6. Optional: Select a description image that you want associated with the portlet. The selected image is displayed when a user points to a thumbnail icon in the portlet palette when they are creating a freeform page in the self-service dashboard. 7. Optional: To associate the portlet with one or more portlet catalogs, select catalogs in the Available Catalogs list and move them to the Selected Catalogs list. Catalogs are used to logically group portlets when they are displayed in the portlet palette of the self-service dashboard. 8. Click Next to display the portlet Security page is displayed. In the Security page, you can provide some or all portal roles with varying levels of access to the portlet. The following access levels are available: 60 Tivoli Integrated Portal Online help

67 User Roles with User access, have view access to the configured portlet, when it is subsequently added to a page. Privileged User Roles with privileged user access, have view access and such users can personalize their own experience of a portlet through the Edit options icon in the portlet taskbar. Personalizing a portlet does not affect the experience of other users of the portlet. Editor Roles with Editor access can subsequently edit shared settings for a portlet through the Edit options icon in the taskbar. When an editor modifies shared settings, it affects other portlet user settings for that portlet. Also, roles with Editor access can subsequently edit the portlet's general settings in the Portlet Wizard. Editor access (unlike manager access) does not provide access to portlet-specific customization pages or to the security settings page in the Portlet Wizard. Manager Roles with Manager access can subsequently modify any aspect of the portlet in the Edit Portlet Wizard. Note: As the creator of the custom portlet you are given Manager access by default. 9. Optional: To associate a role with a particular access level for the portlet: a. Select the role in the Available Roles panel. b. In the right hand panel, click the access level that you want the role to be associated with and click Add to move the selected role to that access level's panel. For example, to provide the chartadministrator role with Editor access, select chartadministrator in the left panel and then click the Editor bar in the right hand panel to display its content panel. Click Add to move the chartadministrator role to the Editor content panel. What to do next Customize your portlet further in the portlet specific wizard pages. Portlet specific settings vary for each portlet type and you can use the portlet level help (available through Help (?) in the wizard page taskbar) to assist you. Once you have customized the portlet, and click Next, a Summary page is displayed where you can review your settings. Note: Some portlets do not have customization pages associated with them. In those cases, when you click Next in the portlet Security page, the Summary page is displayed. Editing portlet shared settings Some portlets include an Edit Shared Settings mode that allows users with Editor access level to configure common settings for other users of the portlet. Once shared settings are configured, users with Privileged User level of access can change these values for their own personal use of the portlet. Default settings cannot be changed by users with User level of access. Follow these steps to set the shared settings for a portlet. Chapter 4. Administrative settings 61

68 Before you begin You must have Editor access to the portlet to perform this task. Procedure 1. Navigate to the page where the portlet is located. 2. Click Edit options in the portlet title bar. Two options are displayed: Personalize and Edit Shared Settings. Attention: If Edit Shared Settings option is not available, then either the portlet does not support Edit Shared Settings mode, or you do not have Editor access for the portlet. 3. Select Edit Shared Settings. The portlet displays shared settings that can be changed. 4. Make any changes to the settings and submit them when you are finished. The portlet might provide a Save, OK, orsubmit button. Once you have submitted your changes, you should be returned to the main panel for the portlet. If not, click Back in the title bar. Results The shared settings for using this portlet are saved. If the portlet is located on more than one page, the updated settings will be observed on the other pages as well. What to do next The updated settings configuration only affect settings that have not been personalized by users. To verify that the a user's preferences have been preserved, log in with a test user name and verify that the shared settings are set as intended. Deleting portlets You can only delete a custom portlet that was created in the Portlet Wizard. To remove the original portlet that was used as a base template for a custom portlet, the portal administrator must undeploy the portal module application to which the portlet belongs. About this task Important: Manager access to the Portlets portlet is required in order to be able to delete custom portlets. Procedure 1. Click Settings > Portlets in the navigation pane. A list of all of the portlets is displayed in a scrollable table. 2. Browse through the list or use the Filter field to locate the portlet you want to remove. To use the filter field, start typing the portlet name. The list is reduced to portlets whose names match the characters you entered. 3. Select the radio button associated with the portlet that you want to delete. 4. Click the Delete icon. 5. In the Messages area at the top of the page, click OK to confirm that you want to delete this portlet. 62 Tivoli Integrated Portal Online help

69 Configuring a web portlet in the Portlet Wizard You can configure a web portlet and subsequently customize its settings in the portlet-specific configuration pages of the Portlet Wizard. About this task Once you configure access levels for the web portlet in the Portlet Wizard, a portlet specific configuration page is displayed: Procedure 1. Required: In the Widget title field provide a brief descriptive name. When selecting a title, consider the purpose of the web portlet, its home page, and that the title is used in the navigation pane to access the portlet. 2. Required: In the Home page field provide a valid web address. This the web address of the page that displays by default when a user accesses the portlet from the navigation pane. 3. Optional: In the Help page field, provide a relative or absolute URL to a custom help page HTML topic to replace the default help topic that ships with the web portlet. 4. Required: In the HTML iframe name field, provide a unique HTML iframe name. The entry in this field serves to uniquely identify the web widget to allow its content to be dynamically updated. Attention: It is important to provide a unique iframe name. If you do not, web portlets sharing iframe names may not display correctly until you configure its HTML iframe name value. 5. Optional: Check the Show a browser control toolbar to provide users with a web navigation toolbar, that is, standard web navigation buttons and a web address entry field. 6. Optional: To allow users to personalize their portlet settings, check the relevant check box. By default, the following check boxes are cleared: v Widget title v Home page v Help page v Browser control bar 7. Click Save to commit your changes, or Restore Default Settings to reset the form. 8. Click Next to display a Summary page is displayed where you can review your settings. 9. Click Finish to complete the wizard steps. The configured portlet is available to be included on portal pages. Editing shared settings for a web portlet: Administrators can set shared settings to provide a common experience for users of a web portlet. About this task If you have not configured any shared settings for a web portlet, users can by default enter a complete web address in the field provided and browse web pages. To edit shared settings: Chapter 4. Administrative settings 63

70 Procedure 1. In the title bar of the web portlet, click the Edit options icon and select Edit Shared Settings. 2. Required: In the Widget title field provide a brief descriptive name. When selecting a title, consider the purpose of the web portlet, its home page, and that the title is used in the navigation pane to access the portlet. 3. Required: In the Home page field provide a valid web address. This the web address of the page that displays by default when a user accesses the portlet from the navigation pane. 4. Optional: In the Help page field, provide a relative or absolute URL to a custom help page HTML topic to replace the default help topic that is associated with the web portlet. 5. Required: In the HTML iframe name field, provide a unique HTML iframe name. The entry in this field serves to uniquely identify the web widget to allow its content to be dynamically updated. Attention: It is important to provide a unique iframe name. If you do not, web portlets sharing iframe names may not display correctly until you configure its HTML iframe name value. 6. Optional: Check the Show a browser control toolbar to provide users with a web navigation toolbar, that is, standard web navigation buttons and a web address entry field. 7. Optional: To allow users to personalize their portlet settings, check the relevant check box. By default, the following check boxes are cleared: v Widget title v Home page v Help page v Browser control bar 8. Click Save to commit your changes, or Restore Default Settings to reset the form. Configuring an image portlet in the Portlet Wizard You can configure an image portlet and subsequently customize its settings in the portlet-specific configuration pages of the Portlet Wizard. About this task Once you configure access levels for the image portlet in the Portlet Wizard, a portlet specific configuration page is displayed: Procedure 1. In the Title field provide a brief descriptive name. When selecting a title, consider the purpose of the image portlet. 2. Required: In the Image URL field provide a valid URL for the image to be displayed. This the Web address of the image that displays when a user accesses the page that contains the image portlet. 3. Optional: In the Image Scale area, you choose to have set the image to scale to the size of its containing portlet or to set the image to display at its actual size. If you select the Do not scale option, you can further apply image alignments settings and decide whether or not you want the image to be repeated in the portlet window. 4. Click Save to commit your changes. 64 Tivoli Integrated Portal Online help

71 5. Click Finish to complete the wizard steps. The configured portlet is available to be included on portal pages. Editing shared settings for an image portlet: Administrators can configure shared settings for an image portlet to display an image in a number of ways. For example, image portlets can be used on free form pages to provide a background image whereby it can be maximized and set to display behind other portlets on a page. About this task To set an image to be displayed in the portlet and to further configure its display settings, complete the following steps: Procedure 1. In the title bar, click the Edit options icon and select Edit shared settings. A settings page is displayed, where you can configure the image portlet's title, URL, and display options. 2. Required: In the Title field provide a brief descriptive name. When selecting a title, consider the purpose of the image portlet. 3. Required: In the Image URL field provide a valid URL for the image to be displayed. This the Web address of the image that displays when a user accesses the page that contains the image portlet. 4. Optional: In the Image Scale area, you choose to have set the image to scale to the size of its containing portlet or to set the image to display at its actual size. If you select the Do not scale option, you can further apply image alignments settings and decide whether or not you want the image to be repeated in the portlet window. 5. Click Save to commit your changes and the configured image portlet is displayed. Portlet events and wires You can create connections, or wires, between portlets so that they can exchange messages with each other. When an action occurs in a source portlet, it creates an event, which contains information that can be sent to other portlets. Before you begin Before working with wires on a page, you must first open the page for editing. Not all portlets support wires and events. Portlets must use specific code to process events that are sent or received through a wire. Each portlet is designed to process certain events. You should have thorough knowledge of the portlets and the events that they support before creating or editing wires. To determine if a portlet supports an event, click the Events icon to view a list of all events that the portlets subscribes to or publishes. Some target portlets are capable of processing events after they have been transformed to match certain criteria. For example, an event that sends the cost of a transaction in one currency might need to be transformed to a different currency before the target portlet can receive it. When you create a wire, you have the option of selecting a transformation for the event, if the target portlet requires it. The portal provides the Simple String Transformation to transform from one event Chapter 4. Administrative settings 65

72 to another. Other transformations might be available from other applications in the portal. About this task The target portlet can be on the same or on a different page from the portlet that is the source of the event. A page can also be the target of a wire. In this case, all portlets on the target page can receive the event. In response to the event, the target portlet can update its content. You can work with wires using the wire summary panel or the drag-and-drop feature. Using the wire summary panel About this task These steps describe how to create a new wire. You can also edit and delete wires using this panel. Procedure 1. Click Show Wires. The Summary of wires panel is displayed. The Wire Type column indicates whether the existing wires are system or custom. v System wires are created by applications in the portal. You cannot create, edit, or delete system wires. v Custom wires are created by portal users with Editor access to a page. You can also edit and delete these wires as necessary. 2. Click New Wire. A dialog is displayed that allows you to select an event provided by a source portlet on the page. If no events are listed, then you cannot create a wire from this page. You can select from the events listed to read a description of each event. 3. Select one of the available source events for the new wire and click OK. A dialog is opened that allows you to select the target for the new wire. You can browse through the pages and folders listed to select a target portlet or page, or use the search field to find the target. 4. Select a target for the new wire. 5. Optional: If the target is on another page, select from the following options. v Load the selected target page This option opens the target page if it is not already opened when the event is launched. v Switch to the selected target page This option makes the target page the current page when the event is launched. 6. After you have finished making your selections, click OK. A dialog is opened that allows you to select from a list of transformations. Transformations are used to change event names or parameters so that the target can process them. You should be familiar with the transformation and target before defining a transformation for the wire. You can select from the list of transformations to read a description. 7. Select the transformation for the new wire, or select None if no transformation is needed, and click OK. If you selected Simple String Transformation, select a target event from the list and select the source parameter names for each target parameter in the list. When the original event is sent, it is transformed into this target event before it is received by the target portlet. 66 Tivoli Integrated Portal Online help

73 Results The new wire is created and added to the wire summary for the page. What to do next When you are finished making changes to the page, click Save. Using the drag-and-drop feature About this task Portlets register the events that they support to the portal. If it is a subscribed event, the portlet can be a target of the event and receive the event message. If it is a published event, the portlet is the source of the event and sends the event message. When editing a page, some portlets might display the Events icon in the title bar. Click this icon to view the events that the portlet has registered with the portal. You can create wires by dragging the events from the source portlet to another portlet on the page. Wires to other pages must be created using the Summary of wires table. Procedure 1. In the portlet title bar, click the Events icon. The portlet window replaces the portlet with a list of events supported by the portlet. Note: There is an Enable checkbox next to each event in the list. Unchecking this box disables all custom and system wires associated with the event and source portlet. Your selection to enable or disable the event overrides preceding selections for the same event that could have been made for other custom wires with other portlets. 2. To create a wire from a source portlet, drag an event listed under Published Events to another portlet on the page. The target portlet must be capable of processing the selected event. A dialog is opened that allows you to select from a list of transformations. Transformations are used to change event names or parameters so that the target can process them. You should be familiar with the transformation and target before defining a transformation for the wire. You can select from the list of transformations to read a description. 3. To create a new custom wire from a source portlet to a target on another page, drag the event to the target listed in the Summary of wires panel. 4. Select the transformation for the new wire, or select None if no transformation is needed, and click OK. If you selected Simple String Transformation, select a target event from the list and select the source parameter names for each target parameter in the list. When the original event is sent, it is transformed into this target event before it is received by the target portlet. Results The new wire is created and added to the wire summary for the page. What to do next When you are finished making changes to the page, click Save. Chapter 4. Administrative settings 67

74 Portlet properties This panel is used to edit the general properties of a portlet. The properties panel is displayed when you click a portlet in Portlets to edit it. Portlet entity title Indicates the title of the portlet. This field can be edited only for copies of a portlet. The title should be brief, but descriptive enough to inform users when making portlet selections for a page. Portlet display title Indicates the name that is displayed in the portlet title bar on the page. This name is also displayed in the selection list when adding portlets to a page. In most cases, the display title is the same as the entity title. There are settings in the portlet code that can override the value of the entity title. Component direction Indicate whether portlet components should be displayed from left-to-right or right-to-left. If you select the default setting, the display direction is governed at page level. Text direction Indicate whether portlet text should be displayed from left-to-right or right-to-left. If you select the default setting, the text direction is governed at page level. You can also set the text direction to Contextual Input, which for portlets that include text entry fields, displays entered text in the appropriate direction. Portlet unique name Uniquely identifies this portlet to the portal. For example, you could have two portlets with the name Reports, but they cannot share the same unique name. This field cannot be changed. Page membership Lists the pages that the portlet has been added to. Users with Editor access to a page can update the portlet content by navigating to the page and selecting Edit Page from the selection list in the page bar. Roles with Access to This Portlet This section provides a table displaying roles that have been assigned to access this portlet and their level of access. Access control to a portlet can also be assigned using Role Management. The following options are provided by the roles table. Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. Add Adds an item to the table. Remove Removes all selected items from the table. There is no warning prompt when you click Remove. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. 68 Tivoli Integrated Portal Online help

75 Working with preference profiles Select Selects or deselects a single item in the table. Role Name Displays the name of a role that has been given access to the portlet. Access Level Displays the level of access that the role has to the portlet. Title bar - Personalize icon - the Personalize icon Provides access to a panel where you can personalize the appearance of a portlet, in this case the Portlet Management portlet, where you can set the display direction for both portlet content and text at user level. If you set text and component direction preferences at this level (user level), it overrides any other settings that may have been set at portlet, page, portal, or browser levels. Preference profiles are a collection of portal behavior preferences for using the portal that are created by the portal administrator. These preferences include the visibility of the navigation tree, contents of the view selection list, and the default view. Assign preference profiles to roles to manage how the navigation area and view selections are displayed to the users in the role. Attention: Each role is limited to one preference profile. Field descriptions This section describes the fields and controls in the main panel of Console Preference Profiles. Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. New Opens a panel for creating a new preference profile. Delete Immediately deletes all selected items in the list. Only Custom resource types can be deleted. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. Profile Name Indicates the name of the profile. You can sort the list of names by clicking the column heading. Role Count Indicates the number of roles assigned to a preference profile. Each role is limited to one preference profile. However, multiple roles can be assigned to any single preference profile. Chapter 4. Administrative settings 69

76 Creating preference profiles Preference profiles are a collection of console behavior preferences for using the console that are created by the console administrator. Follow these steps to create a preference profile and assign it to a role. About this task Procedure 1. Click Settings > Console Preference Profiles in the console navigation. The Console Preference Profiles page is displayed with the list of preference profiles that have already been created in the console. 2. Click New. The properties panel for the new preference profile is displayed. 3. Required: Enter a descriptive name for the preference profile. Consider how the name reflects the roles that have been assigned to it or the console settings that are defined. 4. Optional: Edit the system-provided unique name for the preference profile. Accept the default value or provide a custom value. 5. Optional: Select a theme for the preference profile. A theme dictates how elements of the console are displayed, for example, background colors and contrast. You can select a theme, click Preview, and navigate to areas of the console to assess the impact of your selection. The theme that you select is committed only when you save the preference profile, so that you can preview other themes before deciding which one is appropriate. 6. Indicate whether the navigation tree should be hidden. This might be preferable when the user has few pages to access and display space in the console is better reserved for page content. 7. Optional: Use the Console Bidirection Options to set the direction to display console content and text. The default option lets the browser dictate the text and content direction, for example, for Arabic and Hebrew, the text is displayed right-to-left, whereas for other languages it is displayed left-to-right. Alternatively, you can decide to set the text and content direction to either left-to-right or right-to-left. In the Text direction list, you can also select Contextual Input so that for portlets that include text entry fields, the direction of text is dependent on the language used to enter data. 8. Select which view options should be available for users in the role. 9. Expand the section Roles Using this Preference Profile. 10. Click Add and select one or more roles to use this preference profile. When assigning roles, you might notice some roles missing from the list. This means they are assigned to another preference profile. The role must be removed from the other profile before it can be assigned to this one. 11. Select the default console view for this preference profile. The default view is the one that is selected when users in this role log in to the console. This field is enabled when at least one role has been added for this preference profile. 12. Click Save to save your changes and return to Console Preference Profiles. Results The new preference profile is created and listed on the main panel for Console Preference Profiles. 70 Tivoli Integrated Portal Online help

77 Editing console preference profiles Preference profiles are a collection of console behavior preferences for using the console that are created by the console administrator. Follow these steps to change the properties or roles assigned to a preference profile. About this task Procedure 1. In the navigation pane, click Settings > Console Preference Profiles. The Console Preference Profiles page is displayed with the list of preference profiles that have already been created in the console. 2. Click the name of the preference profile that you want to edit. The properties panel for the preference profile is displayed. 3. Enter a descriptive name for the preference profile. Consider how the name reflects the roles that have been assigned to it or the console settings that are defined. 4. Optional: Edit the system-provided unique name for the preference profile. Accept the default value or provide a custom value. 5. Optional: Select a theme for the preference profile. A theme dictates how elements of the console are displayed, for example, background colors and contrast. You can select a theme, click Preview, and navigate to areas of the console to assess the impact of your selection. The theme that you select is committed only when you save the preference profile, so that you can preview other themes before deciding which one is appropriate. 6. Optional: Indicate whether the navigation tree should be hidden. This might be preferable when the user has few pages to access and display space in the console is better reserved for page content. 7. Optional: Use the Console Bidirection Options to set the direction to display console content and text. The default option lets the browser dictate the text and content direction, for example, for Arabic and Hebrew, the text is displayed right-to-left, whereas for other languages it is displayed left-to-right. Alternatively, you can decide to set the text and content direction to either left-to-right or right-to-left. In the Text direction list, you can also select Contextual Input so that for portlets that include text entry fields, the direction of text is dependent on the language used to enter data. 8. Optional: Select which view options should be available for users in the role. 9. Expand the section Roles Using this Preference Profile. Option To add roles To remove roles To assign a default view Description Click Add and select one or more roles to add to the list. Click OK when you have made all of your selections. Note: If a role is not listed, it likely means that it has been assigned to another preference profile. Select one of more roles in the list and click Remove. Be certain of your selections. When you delete, there is no warning prompt and the action cannot be undone. Select from the Default console view section to the side of the role list. 10. Click Save to save your changes. Chapter 4. Administrative settings 71

78 Results The preference profile is updated and you are returned to the main panel for Console Preference Profiles. Deleting console preference profiles Preference profiles are a collection of console behavior preferences for using the console that are created by the console administrator. Follow these steps to delete a preference profile. About this task Procedure 1. Click Settings > Console Preference Profiles in the navigation pane. The Console Preference Profiles page is displayed with the list of preference profiles that have already been created in the console. 2. Locate the preference profile that you want to delete in the table provided. You can use the filter in the table to type in the preference profile name and quickly display it. 3. In the Select column select one or more preference profiles. 4. Click Delete. A message is displayed at the top prompting you to confirm the deletion. 5. Click OK. Results The preference profile is removed. Preference profile properties This panel is used to edit the general properties of a preference profile. This properties panel is displayed when you click a preference in Console Preference Profiles to edit it. The following fields and options are available. Preference profile name Enter a descriptive name for this preference profile. Preference profile unique name Optionally, edit the system-provided unique name for this preference profile. This name must be unique within the console. Theme Select a theme to be associated with the preference profile and therefore those roles that are assigned to the preference profile. You can preview one or more selected themes before committing to one particular theme. Navigation tree options Select whether the navigation should be displayed for the roles that use this preference profile. Hiding the navigation can be helpful when the default view for the role includes some startup pages. If there are few tasks available in the navigation, hiding the navigation makes better use of the window space. Console Bidirection options Select whether console components and text should always be displayed from left-to-right or right-to-left. If you select the default setting, text and 72 Tivoli Integrated Portal Online help

79 Resource types console components direction is dictated by your browser locale settings. You can also set the text direction to Contextual Input, which for portlets that include text entry fields, displays entered text in the appropriate direction. Required view You must select at least one option. All tasks displays all of the tasks in the console to which the user has access. System and custom views shows only the views that have been created in the console or by deployed applications. Core views This option displays views for products that have been installed that use the console. My tasks This option allows users to customize their own task list. Roles Using this Preference Profile Use this section to add or remove roles for the preference profile and to select the default view. Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. Add Adds an item to the table. Remove Removes all selected items from the table. There is no warning prompt when you click Remove. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. Role Name Displays the name of a role that has been assigned to the preference profile. Default view Select one of the views listed to be the default view for these roles. Only views that are common to all of the roles listed in the access list are available for selection as the default. You can use the portal to create pages, roles, and views. All of these resources that you create using the portal are assigned a resource type of Custom. With other resource types, a more limited set of actions are available. The type of resource is determine by how it was created. Core This resource type is central to the operation of the portal. Core resources cannot be created or deleted in the portal, and you cannot edit its Chapter 4. Administrative settings 73

80 Manage Global Refresh properties. However, you can make other changes that do not alter the nature of the resource, for example, including a core page in a custom view. System This resource type is created by products and applications that deploy the resource to the portal. For example, when an application is installed to the portal environment, it can define certain pages, roles, and views needed to administer the application through the portal. All of these have a resource type of System. Like core resources, system resources cannot be created or deleted. However, for views, pages, and folders, you can create copies of system resources, which are explained under System Customized. And like core resources, you can perform actions on a system resource, like changing access to the resource, without modifying its properties. System Customized This is a copy of a system resource with properties, such as the name of the resource, that have been changed in the portal. The original system resource is always maintained, but the system customized version of the resource is used until the original is restored. When the system resource is restored, the system customized copy is deleted. You can create system customized pages, folders, and views, but not roles, wires, or external URLs. Custom These are resources that you create using the portal. Custom resources can be created, edited, and deleted by any user whose role has access to the Pages, Views, Portlets, and Roles portlets under the Settings folder in the navigation. Portal administrators use Manage Global Refresh to configure portlet refresh settings for all users of the portal. Portlet refresh is used to refresh the content of a single module without reloading the entire page. As a result, your experience with the portal interface is quicker and more interactive. Use these settings to fine tune how each portlet refreshes its content individually on the page. Using Manage Global Refresh Use this module for the following tasks: v Giving permission to portal users to edit their own portlet refresh options. v Configuring default refresh settings for portal modules. Administrators can set values for refresh mode, refresh interval, and show timer settings. These settings become the default values for Configure Portlet Refresh. v Setting the minimum refresh interval for each portal module. Use this setting to prevent the performance impacts of too many calls to the server to refresh content. Portlet refresh settings Restore Default Configuration Changes all of the displayed field values to the values that were last saved. At least one portlet must be selected to enable this button. To save the changes displayed by this button, select the portlets that you want to restore to the default settings and click Apply or OK. 74 Tivoli Integrated Portal Online help

81 Credential Store Select all Select all icon Selects all of the portlets displayed. A maximum of 10 refreshable portlets can be displayed and selected at a time. Deselect all Deselect all icon Deselects all of the portlets displayed. Select Use the checkbox to select individual portlets that you want to restore to the default settings. Portlet Indicates the name of the portlet or portal module which can be refreshed. Refresh Mode Select one of the following options: v No Refresh Indicates that the portlet content will not be refreshed automatically. The refresh timer is not displayed in the portlet title bar, but the portlet can still be refreshed manually. v Timed Refresh Indicates that the portlet content is refreshed automatically based on the value of the refresh interval. v Smart Refresh Indicates that after the refresh interval has timed out, the client should query the portlet on the server to determine if it should refresh the content. If the portlet has updates to provide, then the content is updated on the client. Otherwise, no change is made and the timer is started again. v Unregister Disables portlet refresh capabilities for this portlet. The portlet still displays in Manage Global Refresh. Portlet refresh can be subsequently restored by setting this value to one of the other settings. Refresh Interval Indicate a value in seconds after which the portlet's content can be refreshed from the server without reloaded the entire page. This value must be greater than or equal to the minimum refresh interval. Minimum Refresh Interval Indicates the minimum value for the refresh interval. This value is determined by the administrator. User Configurable Indicates whether users can change refresh setting in Configure Portlet Refresh. Show Timer Indicates whether to display a timer in the portlet title bar showing the number of seconds remaining until the next refresh can take place. Use Credential Store to save sensitive information in encrypted form. Using Credential Store Credential Store is ideal for saving login information (such as usernames and passwords) so that portal modules that need to authenticate portal users to Chapter 4. Administrative settings 75

82 backend systems can retrieve those credentials without prompting the user. Each key containing sensitive information can be identified by an application using the credential key name. Before using this module, consult the application documentation or service representative to determine the semantics required for the key. Field descriptions New Exporting portal settings Opens a new panel which displays fields used to create the new credential information. The information provided depends on the application or system that will be using this information. For example, to authenticate to a remote machine named ServerA, you could set the key name to ServerA, set the credential name to the login username, and set the credential value to the login password. Then a portal module can retrieve the username and password using the String ServerA and log the user in without presenting a login prompt. Key Name Required. Enter the name of the key used to represent the credentials to be stored. Typically this name is used by a portlet to retrieve credentials for the user. Credential Name Required. Enter a name for the credential. Credential Value Required. Enter a value that is stored in encrypted form. Description Optional. You can use this field to provide further information of this key. When you click OK, you are returned to the main panel of Credential Store. Delete Deletes any keys that are selected. Select all Select all icon Selects all of the keys displayed for removal. A maximum of 10 keys can be displayed and selected at a time. Deselect all Deselect all icon Deselects all of the keys displayed. Select Selects keys to be deleted. Key name Displays the name of each key that you have stored. This is rendered as a link so that you can edit a key directly by clicking on the name. Description Displays the description of each key. Administrators can use the Export wizard to export settings and customizations for a portal instance, that can be can subsequently imported and installed as a separate instance. For example, using the Export wizard, you could export portal settings from a test environment. 76 Tivoli Integrated Portal Online help

83 Common settings About this task To export settings for a particular portal instance: Procedure 1. Click Settings > Export Wizard in the navigation pane. 2. In the Export Wizard page, click Next to display the Export options page. Use the Export options page to indicate that you want to export all settings or that you want to define specific settings for export. v To export all portal settings and customizations, select the All TIP settings and customizations option. v In order to choose specific settings to export, select the Choose which console settings and customizations to export option. 3. In the Export package name field, accept the default export package name or provide a custom name. Check the Download package to my desktop on completion checkbox if you want specify a custom location to save your export package. 4. Click Next. If you chose to export all settings, go to step In the Detail Options page, select the settings and customizations that you want to export and click Next. Note: You must select at least one item to export. 6. Optional: If you indicated in the Detail Options page that you wanted to export preference profiles, the Profiles to Export page is displayed. Select the profiles that you want to export and click Next. Note: Views and pages associated with the selected preference profiles are automatically exported. 7. Optional: If you indicated in the Detail Options page that you wanted to export custom views, the Views to Export page is displayed. Select the views that you want to export and click Next. 8. Optional: If you indicated in the Detail Options page that you wanted to export custom pages, the Pages to Export page is displayed. Select the pages that you want to export and click Next. 9. In the Summary page, review the settings that are selected for export. If, in the Export option page, you did not specify a custom location to save the export package, take note of the system generated path provided in the summary. Restriction: If you select the Download package to my desktop on completion option, your settings are actually exported at the time of clicking the last Next button, just prior to viewing the Summary page. Once you click finish in the Summary page, you can specify a download directory for the export package. 10. Click Finish to complete the export process. These panels are used in several portlets under the Settings folder in the navigation pane. Chapter 4. Administrative settings 77

84 Add Roles Use this panel to provide access for a role to a resource, such as a portlet, a page, or a view. It is also provided to associate a role with a preference profile. This panel is displayed when you click Add from the properties panel of the resource. Use the following fields. Select all icon Selects all items displayed in the table for deletion. If you are displaying only a filtered set of items, only those items are selected. You can deselect specific items before actually deleting. Deselect all icon Deselects all items displayed in the table. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. Role Name Displays the name of the role. Type Displays the type of role. Click OK when you are finished to save your changes. Add views Use this panel to add a view to a page or role. For a page, adding this view makes the page a member of the view so that the page can be accessed from the navigation when the view is selected. For a role, adding this view grants users in that role access to the view. The access level can be selected after the view has been added to the list. Select all Select all icon Selects all views in the table. You can deselect specific views before adding. Deselect all Deselect all icon Deselects all selected views in the table. Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. View Name Displays the name of the view. Type Displays the type of view. Add Pages Use this panel to add a page to a view or role. For a view, the added page becomes a member of the view and is accessible from the navigation pane when the view is selected. For a role, adding this page grants users in that role access to the page. The access level can be selected after the page has been added to the list. Select all Select all icon Selects all pages in the table. You can deselect specific pages before adding. Deselect all Deselect all icon Deselects all selected pages in the table. 78 Tivoli Integrated Portal Online help

85 Filter Type in this field to quickly find an item in the table. This field is useful when there are a large number of items to look through. Select Selects or deselects a single item in the table. Page Name Displays the name of the page. Type Displays the resource type of page. Unique Name Displays the name used to uniquely identify this page in the portal. String translation properties This panel is used to specify a resource bundle to support translated names for view, page, folder, or URL resources. It is accessed from the properties panel of the resource. To use these settings, you must know the location of a resource bundle of a deployed portal module and the key name containing the translated strings that you want to use. Use the following fields to enable translated strings for the resource. String translation Select Enabled to use resource bundles to provide localized (translated) strings for the resource. When this field is enabled, the name field for the resource is disabled, preventing you to directly enter the name for the view or node. Module Select from the list of deployed portal modules. Location Specifies the location of the resource bundle within the portal module WAR file. This is relative to the /WEB-INF directory within the portal module package. For example, if the resource bundle is located in /WEB-INF/classes/nls/mySample.properties, then specify classes/nls/mysamples for this field. Key Specifies the key used to provide the localized page name. Chapter 4. Administrative settings 79

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87 Chapter 5. Charting IBM charts The Charting feature enables you to retrieve data from IBM applications such as Tivoli Monitoring and Tivoli Business Service Manager and from custom charts that were designed with the Eclipse Business Intelligence and Reporting Tools Designer. Use the charting features to build portal pages with charts from IBM applications and customized charts created using the Business Intelligence and Reporting Tools Designer. Related concepts: Custom charts on page 87 The charts portlet enables you to display charts created with the Eclipse Business Intelligence and Reporting Tools Designer. IBM charts You can display charts with data from IBM Tivoli Monitoring and other IBM products. You can display charts with data from IBM Tivoli Monitoring and other IBM products. When you create a page with the Charting portlet, it opens with choices for chart sources and chart customization. Use the IBM Charts source to display a chart of data selected from supported IBM applications such as Tivoli Monitoring and Tivoli Business Service Manager. Configuring a chart portlet in the Portlet Wizard You can configure a chart portlet in the Create Portlet Wizard so that the configured portlet can be added to a page using the portlet palette. Before you begin In Portlet Wizard, create a new portlet using the Charting base portlet, or edit an existing Charting portlet. About this task Once you have selected a Charting portlet in the Portlet Wizard, configured its general properties, and set access levels for it, you can set charting specific settings in the Customization section of the wizard. You can select the type of chart to configure, that is, an IBM chart or a Business Intelligence and Reporting Tools (BIRT) custom chart. In addition to the create portlet task, described in this topic, you can also import an existing chart from an IBM application, use an existing BIRT based chart, or upload a new BIRT based chart. In these additional tasks, you cannot customize chart settings as you can when you create or edit a new IBM chart as described here. Copyright IBM Corp

88 Procedure To create a new IBM chart: 1. In the General page of the Customize section of the Create Portlet Wizard, select Create a chart and click Next. The Select a Data Set page is displayed with a list of connections, where you can select a data set for your chart. Data sets are organized hierarchically under connections and data sources. 2. In the Select a Data Set page, you can browse through the connections listed. You can use the Filter field to reduce the amount of connections listed. Alternatively, you can use the Search field to access a data set directly, without having to browse the list of connections and data sources. In the latter case, enter a text string and click Search to return a list of matching data sets and go to step 5 to continue. 3. To browse for a data set, select a connection from the list and click Next to display a page that lists data sources associated with your selection. 4. Select a data source from the list and click Next to display a page that lists data sets associated with your selection. Note: If you do not find the data set that you require, an administrator can use the Connection Manager under SettingsConnections to define and configure connections to applications that provide data sets. 5. Select a data set from the list (its attributes are shown on the right hand side of page) and click Next. The Parameters page is displayed if there are parameters associated with a data set, otherwise this page is skipped and the Filters page is displayed, see Optional: To allow the chart to accept parameters from other portlets on a page, accept the default setting on this page. Otherwise clear the check box so that the portlet only uses the default parameters associated with it. Click Next to display the Filters page. Filtering the parameters to be displayed on your chart allows you customize the type of data to be displayed from the selected data set. 82 Tivoli Integrated Portal Online help 7. Optional: In the Filters page, click the Define filter button to display the filter dialog. To set one or more filters: a. If you intend to apply more than one filter, in the Match field, select all rules to ensure that all filters that you create are applied and only those parameters matching all filters are returned. Alternatively, select any rules to return parameters that match any of the applied filters. b. In the Column drop down list, accept the default to apply the filter across all columns, or select a column from the drop down list. c. In the Condition drop down list, select the type of condition that you want to apply in relation to the string that you enter in the Value field. d. In the Value field, type a text or number string for the filter you want to apply. To apply additional filters, click the icon and provide additional values, conditions, and so on. e. When you have applied your filters, click Filter to save your settings. Whether or not you chose to apply filters to the data set, you must click Next, to display the Visualization page where you can select a chart type for your data set. 8. In the Visualization page, select a chart type and define the chart layout and labelling that your require.

89 As you define the layout and labelling, which is dependent on the chart type that you select, the right hand side of the page updates to show a preview of the chart as you apply each setting. To add columns, lines, or pie slices to a chart, click the icon to start building up your chart. To add columns in a table chart, move items from the Available Columns panel to the Selected panels column. 9. Once you are satisfied with your chart setup, click Next to display the Thresholds page. Use the thresholds page to ensure that once a defined attribute value is exceeded that is highlighted on the chart. You can set multiple thresholds for each attribute highlighting different value ranges. In the drop down list in the Color column, you can also create custom styles for threshold. 10. Optional: In the Thresholds page, to set a threshold for an attribute, enter a value in the relevant field in the Value column and select a threshold color and label from the drop down list in the Color column. To add additional thresholds for an attribute, click the icon. Whether or not you chose to apply thresholds to the chart attributes, you must click Next, to display the Visualization Options page where you can further customize display settings for the chart. 11. Optional: In the Visualization Options page, you can further define how you want to display your data. For example, you can customize colors, themes, legend positions, and X and Y axis settings. Whether or not you chose custom display settings, you must click Next, to display the Summary page where you can review details for your charting portlet. 12. In the Summary page, review the detail of your charting portlet, and click Finish to complete the wizard steps. Results The new IBM chart is available in the portlet palette to be included on portal pages. Related tasks: Opening a chart from an IBM application You can retrieve real-time data from IBM applications to render in a chart portlet. Uploading a BIRT chart on page 88 You can retrieve charts that were created with the Business Intelligence and Reporting Tools (BIRT) Designer. Opening a chart created in the BIRT Designer on page 87 You can retrieve charts that were created with the Business Intelligence and Reporting Tools. Opening a chart from an IBM application You can retrieve real-time data from IBM applications to render in a chart portlet. About this task A Charting portlet gives you a choice of displaying a chart with data retrieved from an IBM product or one that was created with the BIRT Designer. These instructions are for data sources accessed through a Tivoli application's Web service Chapter 5. Charting 83

90 (J2EE application for using the chart and table queries from Tivoli monitoring and analytics products). Procedure 1. Create a new page (Settings > Pages > New Page), select the Charting portlet entity. The Charting title bar has several tools for editing the portlet, getting help, and minimizing or maximizing the display. 2. In the Charting portlet, click IBM Charts to open a table of defined connections to chart sources. If the chart services for IBM Tivoli Monitoring were enabled during installation, details are displayed with the name ITM. 3. Select an application row from the list and click Next. 4. Select an information group from the Groups list. The Web service identifies the available chart types for that group and displays them in the list. If the list is empty, ask your administrator for help or review the troubleshooting topic for charts. 5. Select the chart type to open and click Finish. The query is passed through the Tivoli servers to the monitoring agent (or agents) and data samplings are returned based on the chart that was requested. 6. If you would like to save the page, click Save and complete the fields. Select Client Side page persistence to ensure the best performance and behavior of charting portlets. Results The chart is rendered as specified by the view query. To share the chart with others who view the same page, click Share Preferences. You must have the chartadministrator or chartcreator role to be able to share preferences. What to do next Hover the mouse over a chart point to see the value it represents or switch to the table view to see all the values. If the chart toolbar is hidden, click to open it. You can Refresh the data, manipulate and refine the chart, publish the chart for sharing with other users, or click a different chart. Return to chart selector and select 84 Tivoli Integrated Portal Online help

91 Related concepts: IBM charts on page 81 You can display charts with data from IBM Tivoli Monitoring and other IBM products. Related tasks: Defining a Web service connection The Charting portlet enables you to retrieve data from IBM data sources that have been defined there. The definition includes the application server address and the Web service name. Configuring a chart portlet in the Portlet Wizard on page 81 You can configure a chart portlet in the Create Portlet Wizard so that the configured portlet can be added to a page using the portlet palette. Related reference: Chart tools on page 91 After creating or opening a page from one of the chart sources, you can adjust it. Console pages The work area displays the current console page, which contains one or more portlets. Defining a Web service connection The Charting portlet enables you to retrieve data from IBM data sources that have been defined there. The definition includes the application server address and the Web service name. Before you begin Before a connection can be established for a Web service, that service and its data sources must be configured. Web service connections are usually created during the product installation, so it is rare that an administrator needs to create a new connection. The chartadministrator role is required to create or delete connections. In particular for IBM Tivoli Monitoring Web Service connections, the optional BIRTExtension component must be installed and single sign-on (SSO) must be configured between the Tivoli Integrated Portal Server and the Tivoli Monitoring instance. About this task Create a connection definition for the IBM applications from which you want to retrieve chart data. Procedure 1. Create a new page (Settings > Pages > New Page), select the Charting portlet entity. The Charting title bar has several tools for editing the portlet, getting help, and minimizing or maximizing the display. 2. In the Charting portlet, click IBM Charts to open a table of defined connections to chart sources. If the chart services for IBM Tivoli Monitoring were enabled during installation, details are displayed with the name ITM. 3. Click New. If you do not see this tool, click to display the chart toolbar. 4. In the window that opens, complete the fields to identify the Charting Web service: Chapter 5. Charting 85

92 a. Enter a Name of up to 32 characters for the connection. b. From the Type list select a service type, for example, Web Service. c. From the Protocol list, select the non-secure HTTP or secure HTTPS. For example, for an Tivoli Monitoring Web Service connection, select HTTP. d. Enter the fully qualified Hostname of the application server. e. Enter a Port number for the application server. The default port is for HTTP and for HTTPS. However, the port number used depends on the product you are connecting to, for example, an Tivoli Monitoring Web Service connection normally uses port Consult your administrator or the product documentation for the port to use. f. In the Service Name field, provide a service name for the connection. The service name depends on the application you are connecting to (such as TIPWebServiceHttpRouter for Tivoli Monitoring). Refer to your product documentation for the correct Web Service Name to use. g. Select a render format for the connection, that is, either BIRT or Dojo. For example, for an Tivoli Monitoring Web Service connection select BIRT. h. Select the authentication method to be used and if you do not select the single sign-on (SSO) option, provide log in credentials. For a IBM Tivoli Monitoring Web Service connection, select the SSO option. 5. Click Create to add the Web service definition to the list. 6. To configure the connection in relation to the relevanttivoli Enterprise Portal Server, carry out the following steps at the command line: a. Change directory to install_dir/profiles/tipprofile/bin. b. To configure the connection, depending on the platform enter:./tipcli.sh ITMLogin --hostname host_name --port port_num --servicename service_name./tipcli.sh ITMLogin --hostname host_name --port port_num --servicename service_name Where: hostname is the name that you provided in the Connection Properties dialog. service_name is the exact service name that you provided in the Connection Properties dialog. port_num is the port number that is to be used for the Tivoli Enterprise Portal Server connection (normally 1920). What to do next If you need to modify a definition, delete it and then create a new connection. Repeat these steps on any other application servers that you intend to import IBM charts from. 86 Tivoli Integrated Portal Online help

93 Related concepts: IBM charts on page 81 You can display charts with data from IBM Tivoli Monitoring and other IBM products. Related tasks: Opening a chart from an IBM application on page 83 You can retrieve real-time data from IBM applications to render in a chart portlet. Related reference: Chart tools on page 91 After creating or opening a page from one of the chart sources, you can adjust it. Custom charts The charts portlet enables you to display charts created with the Eclipse Business Intelligence and Reporting Tools Designer. A page created with the Charting portlet opens with choices for chart source and chart customization. You can open charts that were created with the BIRT Designer. BIRT is an Eclipse-based open source reporting system that is available for downloading and using with your product. Your product contains a special version of the BIRT Designer with plug-ins to connect to IBM applications hosting a custom Web service interface. Opening a chart created in the BIRT Designer You can retrieve charts that were created with the Business Intelligence and Reporting Tools. About this task A Charting portlet gives you a choice of displaying a chart with data retrieved from an IBM product or one that was created with the BIRT Designer. These steps are for opening a BIRT chart. Procedure 1. Create a new page (Settings > Pages > New Page), select the Charting portlet entity. The Charting title bar has several tools for editing the portlet, getting help, and minimizing or maximizing the display. 2. In the Charting portlet, click Custom Charts to open a list of BIRT charts. If no charts are listed, you need to upload them. 3. Select the chart to display and click Finish. Results The chart and the data it specifies are displayed. Chapter 5. Charting 87

94 Related concepts: Custom charts on page 87 The charts portlet enables you to display charts created with the Eclipse Business Intelligence and Reporting Tools Designer. Chart or table creation with the BIRT Designer on page 89 Use the Business Intelligence and Reporting Tools Designer to create custom charts and tables that can be saved and uploaded to a charting portlet. Related tasks: Uploading a BIRT chart You can retrieve charts that were created with the Business Intelligence and Reporting Tools (BIRT) Designer. Configuring a chart portlet in the Portlet Wizard on page 81 You can configure a chart portlet in the Create Portlet Wizard so that the configured portlet can be added to a page using the portlet palette. Related reference: Chart tools on page 91 After creating or opening a page from one of the chart sources, you can adjust it. Uploading a BIRT chart You can retrieve charts that were created with the Business Intelligence and Reporting Tools (BIRT) Designer. About this task You need to identify the BIRT report file to the Charting portlet to make it accessible for display. Procedure 1. Create a new page (Settings > Page Management > New Page), select Charting portlet entity, then click Add Portlet. 2. In the Charting portlet, click Custom Charts to open a list of BIRT charts. 3. Click Upload. 4. Click Browse to locate and open the report design file, then click Upload to add it to the list of BIRT charts. Charts are created in the BIRT Designer workspace directory with a.rptdesign extension. Results After uploading the report design, you can open the uploaded BIRT chart in a chart portlet. 88 Tivoli Integrated Portal Online help

95 Related concepts: Custom charts on page 87 The charts portlet enables you to display charts created with the Eclipse Business Intelligence and Reporting Tools Designer. Chart or table creation with the BIRT Designer Use the Business Intelligence and Reporting Tools Designer to create custom charts and tables that can be saved and uploaded to a charting portlet. Related tasks: Opening a chart created in the BIRT Designer on page 87 You can retrieve charts that were created with the Business Intelligence and Reporting Tools. Configuring a chart portlet in the Portlet Wizard on page 81 You can configure a chart portlet in the Create Portlet Wizard so that the configured portlet can be added to a page using the portlet palette. Related reference: Chart tools on page 91 After creating or opening a page from one of the chart sources, you can adjust it. Chart or table creation with the BIRT Designer Use the Business Intelligence and Reporting Tools Designer to create custom charts and tables that can be saved and uploaded to a charting portlet. Here is a brief overview of the basic steps to create a chart or table. After downloading the BIRT Designer, you need to download and extract it. The BIRT Designer that comes with Tivoli Integrated Portal runs only on Windows. 1. Select Custom Charts from the page that was created with the Charting portlet. 2. Select the BIRT Designer link. 3. When prompted, save the birt-designer compressed file, then decompress it. 4. In the birt-designer directory, start birt.exe. After installing and starting the BIRT Designer, create your first chart. 1. Create a new report in the BIRT Designer with File > New > New Report. 2. Click the Data Explorer tab to open the Data Explorer view. 3. Right-click Data Sources and click New Data Source, with either IBM Tivoli Data Query Web Service or JDBC Data Source as the type, depending on what kind of data sources are available. (Do not select the sample data database because the number of data rows returned might exceed the charting 10,000 row limit.) Follow the screens and enter the information as necessary. v When IBM Tivoli Data Query Web Service is the type of Data Source, a connection is made to the Web Service. You can securely connect to a Web service by choosing HTTPS as the protocol. For the port, increment the port number you chose at install time by 1 (such as 16311). You must also enter a username and password for the administrative portal. You will receive another prompt to accept the SSL certificate from the server. Accept the certificate to connect. v When JDBC Data Source is the data source, you might need to add the driver to the BIRT Designer and the application server. The DB2 JDBC driver is included with both the stand-alone BIRT Designer and the one that is included with your product. Copy the JDBC drivers to the these directories and then restart the BIRT Designer and the application server: <BIRT Chapter 5. Charting 89

96 Designer>\plugins\ org.eclipse.birt.report.data.oda.jdbc_2.2.1.r22x_v \drivers; <install_dir>\systemapps\isclite.ear\tipchartportlet.war\web-inf\ platform\plugins\ org.eclipse.birt.report.data.oda.jdbc_2.2.1.r22x_v \drivers. 4. Create a new Data Set and select the data source you just created. A data set provides data to a chart or table. Follow the screens and enter information as necessary. 5. Drop a Chart from the Palette view of BIRT onto your report, then configure the chart with the Chart Wizard using the Data Set created in the previous step. To create a table, drag the Data Set onto the report. A table containing the data set is created for you. The report design you create in the BIRT Designer should contain a single data set and a single chart or table only. 6. After you finish creating the chart, save your changes, and click the Preview tab to render the chart. Each report design file can contain one chart or table. Use the Reporting module if you want to multiple charts or tables in the same report. 7. Return to the administrative portal, create a new page with the Charting portlet, save it, click Custom Charts, then choose Upload, and navigate to the mychartname.rptdesign location. The chart was saved in the workspace directory of the BIRT Designer. Note: The sample database charts that are provided with the BIRT Designer can consume a large amount of hard disk space. Use the sample data base only for testing and practice. Related concepts: BIRT Designer and Tivoli Common Reporting The standalone version of the BIRT Designer is available through thetivoli Integrated Portal Charting module. The full Eclipse version is available through Tivoli Common Reporting. Related tasks: Opening a chart created in the BIRT Designer on page 87 You can retrieve charts that were created with the Business Intelligence and Reporting Tools. Uploading a BIRT chart on page 88 You can retrieve charts that were created with the Business Intelligence and Reporting Tools (BIRT) Designer. Related reference: Chart tools on page 91 After creating or opening a page from one of the chart sources, you can adjust it. BIRT Designer and Tivoli Common Reporting The standalone version of the BIRT Designer is available through thetivoli Integrated Portal Charting module. The full Eclipse version is available through Tivoli Common Reporting. Common Reporting uses an import feature that is available only in the full Eclipse version of the BIRT Designer. If you need the functionality required by Common Reporting, you can download the full version through the link in the Tivoli Common Reporting portlet. 90 Tivoli Integrated Portal Online help

97 The Charting portlet has a link for the standalone BIRT Designer used by Charting. Report design files created in the full Eclipse version are compatible with the standalone client. Related concepts: Chart or table creation with the BIRT Designer on page 89 Use the Business Intelligence and Reporting Tools Designer to create custom charts and tables that can be saved and uploaded to a charting portlet. Tivoli Common Reporting Use the Reporting console module to work with and manage reports. Chart tools After creating or opening a page from one of the chart sources, you can adjust it. While a chart is displayed, click any of these tools to manipulate it. If the charting toolbar is collapsed, click to expand. You can also right-click a chart data point to see and select a chart tool from the pop-up menu. Tool Refresh Preferences Toggle Table Toggle Chart Return to chart selector Print Preview Save to File Purpose Refresh the current chart with new data. You can also refresh the design, which reads the chart definition from the source application and is useful if the definition has been edited. However, it slows down the chart rendering, so use it only when you know or think that the chart definition has changed. Change the appearance and behavior of the chart. Note: When you use the Preferences button to update the paging size for a chart, your changes do not take effect until you subsequently log back into the portal. Switch the chart to a table format. You can drag the column borders to adjust the widths. Switch the table to a chart format. If this tool is unavailable, the table cannot be rendered as a chart. Go back to the previous view and select another chart type or design. Open a printable view of the chart or table. You can then use the browser's print function to print the page. Save the chart or table in the PNG (Portable Network Graphics) image format. Chapter 5. Charting 91

98 Tool Publish Purpose Publish this portlet to make it available to other chart users. Select one of the following: Share Preferences to save the current chart selection and customization for this portlet to share with others. Clear Shared Preferences to reset the preference settings to their defaults for this portlet. Users will see the chart selector instead of a specific chart. Specify will not remove specific user preferences; other users will still see their selections if they have changed them. Clear User Preferences to reset only the preferences that the current user might have set in this portlet. If default preferences exist, the user will see the chart and customization for the defaults. Otherwise, the chart selector is displayed. Related concepts: IBM charts on page 81 You can display charts with data from IBM Tivoli Monitoring and other IBM products. Custom charts on page 87 The charts portlet enables you to display charts created with the Eclipse Business Intelligence and Reporting Tools Designer. Chart or table creation with the BIRT Designer on page 89 Use the Business Intelligence and Reporting Tools Designer to create custom charts and tables that can be saved and uploaded to a charting portlet. Related tasks: Opening a chart from an IBM application on page 83 You can retrieve real-time data from IBM applications to render in a chart portlet. Defining a Web service connection on page 85 The Charting portlet enables you to retrieve data from IBM data sources that have been defined there. The definition includes the application server address and the Web service name. Opening a chart created in the BIRT Designer on page 87 You can retrieve charts that were created with the Business Intelligence and Reporting Tools. Uploading a BIRT chart on page 88 You can retrieve charts that were created with the Business Intelligence and Reporting Tools (BIRT) Designer. Charting You can retrieve charts with data from IBM Tivoli Monitoring and other Tivoli products, and from custom charts that were designed with the Eclipse Business Intelligence and Reporting Tools Designer. A page created with the Charting portlet opens with choices for the chart source and chart customization: 92 Tivoli Integrated Portal Online help

99 Custom charts Display a chart that was created with thebusiness Intelligence and Reporting Tools Designer. BIRT is an Eclipse-based open source reporting system for Web applications that is available with your Tivoli Integrated Portal. Tivoli charts Display a chart of data selected from supported Tivoli applications such as Tivoli Monitoring and Tivoli Business Service Manager. The hostname and port number of the application server are referenced, along with the Web Service name. Chapter 5. Charting 93

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101 Notices This information was developed for products and services offered in the U.S.A. IBM may not offer the products, services, or features discussed in this document in other countries. Consult your local IBM representative for information on the products and services currently available in your area. Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Any functionally equivalent product, program, or service that does not infringe any IBM intellectual property right may be used instead. However, it is the user's responsibility to evaluate and verify the operation of any non-ibm product, program, or service. IBM may have patents or pending patent applications covering subject matter described in this document. The furnishing of this document does not grant you any license to these patents. You can send license inquiries, in writing, to: IBM Director of Licensing IBM Corporation North Castle Drive Armonk, NY U.S.A. For license inquiries regarding double-byte (DBCS) information, contact the IBM Intellectual Property Department in your country or send inquiries, in writing, to: IBM World Trade Asia Corporation Licensing 2-31 Roppongi 3-chome, Minato-ku Tokyo , Japan The following paragraph does not apply to the United Kingdom or any other country where such provisions are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT, MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of express or implied warranties in certain transactions, therefore, this statement may not apply to you. This information could include technical inaccuracies or typographical errors. Changes are periodically made to the information herein; these changes will be incorporated in new editions of the publication. IBM may make improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time without notice. Any references in this information to non-ibm Web sites are provided for convenience only and do not in any manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the materials for this IBM product and use of those Web sites is at your own risk. IBM may use or distribute any of the information you supply in any way it believes appropriate without incurring any obligation to you. Copyright IBM Corp

102 All statements regarding IBM's future direction or intent are subject to change or withdrawal without notice, and represent goals and objectives only. COPYRIGHT LICENSE: This information contains sample application programs in source language, which illustrate programming techniques on various operating platforms. You may copy, modify, and distribute these sample programs in any form without payment to IBM, for the purposes of developing, using, marketing or distributing application programs conforming to the application programming interface for the operating platform for which the sample programs are written. These examples have not been thoroughly tested under all conditions. IBM, therefore, cannot guarantee or imply reliability, serviceability, or function of these programs. Trademarks IBM, the IBM logo, and ibm.com are trademarks or registered trademarks of International Business Machines Corp., registered in many jurisdictions worldwide. Other product and service names might be trademarks of IBM or other companies. A current list of IBM trademarks is available on the Web at Copyright and trademark information at Internet Explorer is a trademark of Microsoft Corporation in the United States, other countries, or both 96 Tivoli Integrated Portal Online help

103 Index B BIRT charts 87 BIRT Designer and Tivoli Common Reporting 90 steps to create a chart 89 C chart connection to a Tivoli Web service 85 IBM application 81 opening a BIRT 87 Tivoli application 83 tools 91 uploading a BIRT 88 charts BIRT overview 87 I image portlet 22 P portlet custom 58 T Tivoli charts 81 Copyright IBM Corp

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106 Printed in USA