Chapter 5. Portal Administration

5.1. Toolbar
5.1.1. User Actions in the Toolbar
5.1.2.
5.1.3. Dashboard
5.1.4. Site
5.1.5. Group
5.1.6. Administration Actions in the Toolbar
5.1.7. Editor
5.1.8. Administrator
5.1.9. Edit Inline
5.2. User Management
5.2.1. Manage Users
5.2.2. Search a user
5.2.3. Edit a user
5.2.4. Delete a user
5.2.5. Manage Groups
5.2.6. Add a new group
5.2.7. Edit a group
5.2.8. Add a new user to the group
5.2.9. Edit the User Membership in a Group
5.2.10. Delete a group
5.2.11. Manage Memberships
5.2.12. Add a new Membership type
5.2.13. Edit a Membership type
5.2.14. Delete a Membership type.
5.3. Manage Permission
5.3.1. Set the Access Permission on a Portal
5.3.2. Set the Edit Permission on a Portal
5.3.3. Initialize a Permission on a Page
5.3.4. Set the Access Permission on a Page
5.3.5. Set the Edit Permission on a Page
5.3.6. Set the Access Permission on a Portlet
5.4. Change Portal Skins
5.4.1. Overview
5.4.2. Change the skin permanently
5.4.3. Change the skin temporarily
5.5. Manage Page Navigation
5.5.1. Overview
5.5.2. Portal's page navigation
5.5.3. Creating a portal's navigation
5.5.4. Editing a portal's navigation
5.5.5. Deleting a portal's navigation
5.5.6. Group's page navigation
5.5.7. Editing a group's navigation
5.5.8. User's page navigation
5.5.9. Creating a user's navigation
5.5.10. Editing a user's navigation
5.5.11. Deleting a user's navigation
5.6. Manage Navigation Nodes
5.6.1. Overview
5.6.2. Add a new node
5.6.3. Edit a node
5.6.4. Copy a node
5.6.5. Clone nodes
5.6.6. Cut a node
5.6.7. Delete a node
5.7. Change Node Order
5.8. Manage Pages
5.8.1. Add a new Page in the Page List
5.8.2. Edit a Page
5.8.3. View a Page
5.8.4. Delete a Page
5.9. Page Creation Wizard
5.10. Drag and Drop the Page Body
5.11. Create a New Portal
5.12. Manage Portals
5.12.1. Edit a Portal
5.12.2. Delete a Portal
5.13. Switching between Portals

The convenient Toolbar helps users and administrators to manipulate all actions quickly.

You can change language, change skin and sign out from GateIn Portal.

It shows all different sites available in GateIn Portal allows users to directly edit the navigation tree.

Users can easily see and access pages in GateIn Portal.

You easily edit a page or add a new page

With the Edit Inline Composer popup that consists of two tabs: Applications and Containers, it is convenient for a user to select the component that he wants and to drag and drop it to the page.

You also quickly edit, delete portlets in a page, change portal's properties or switch the view mode.

It is so difficult to manage and set permissions for a great number of registered users in a system. To solve this problem, GateIn Portal helps Administrators manage users, groups and memberships easily as well as effectively.

Go to Administration / Community Management (or Organization/Management). The Organization form appears:

Select the User Management tab in the Organization form. By default, it will show all existing registered users. With User Management , you can see all existing registered users, and also search, edit, delete them. For each user, you can see his groups and his memberships (roles) in these groups. You can not add users to a group but you can remove them from the group.

The Administrator can search users by user name, first name, last name or email address.

1. Type the search term related to the user that you want to search. You do not need to enter an exact term.

2. Select the field in which you would like to search

3. Click the magnifying glass icon!images/SearchIcon.png! to perform searching. It will return a searching result in form.

1. Click the edit icon!images/EditIcon.png! corresponding to the user that you want to edit.

2. Select the Account Info tab to view and change the essential user information .

3. Select the User Profile tab to view and change profile information. The Language field is used to set the display language of that user.

4. Select the User Membership tab to see user's information in groups.

5. Click the Save button to accept changes.

1. In the User Management form: Click the trash can icon !images/DeleteIcon.png! corresponding to the user that you want to delete.

2. Click the OK button in the confirmation message to confirm or the Cancel button to quit without deleting anything.

Select the Group Management tab in the Organization form.

By default, all existing groups will be displayed on the left pane. This tab is used to add new, edit or delete a group. The right pane shows information about the selected group including information about the members in the specific group and a small form to add a new user to a group.

1. Choose the path to create a new group by selecting the groups from list on the left pane or clicking the arrow icon !images/ArrowIcon.png! if you want to create a group in a higher level. The selected path is displayed in the path bar.

2. Click the Add New Group icon. The Add New Group form will be displayed on the right pane:

Name Description
Group Name The name of the new group. This field is required and any length from 3 to 30 characters is allowed.
Label The display name of the group. Any length from 3 to 30 characters is allowed.
Description The description about the group. Any length from 3 to 30 characters is allowed.

3. Fill in the required fields. Only alpha, digit and underscore characters are allowed for the Group Name field and it must be unique.

4. Click the Save button to accept entered values or the Cancel button to quit.

1. Select the path to the group you want to edit by selecting the groups from list on the left pane.

2. Click the edit icon!images/EditIcon1.png! to show the Edit Group form of the selected group. This form is identical with the New Group form.

3. You can not change the Group Name. Make changes for a Label or a Description field and then click the Save button to accept changes or the Cancel button to cancel changes and return to the Group Info form.

1. Select the path to the group you want to edit by selecting the groups from the list on the left pane. The Group's information is displayed including the user list and a form which allows to add a new user.

2. Enter the exact user name of the user that you want to add to the selected group or you can enter some characters if you are not sure about the exact spelling.

3. Select the membership for the user in a group from memberships list. The refresh icon!images/RefreshIcon.png! can be used to update the memberships list in case there are any changes.

4. Click the Save button to accept adding the selected user to a specific group with the selected membership type.

1. Click the edit icon!images/EditIcon.png! corresponding to a specific user with a membership in the Group Info table to open the Edit Membership form :

2. Change the membership of the selected user by selecting another value in the Membership field.

3. Complete editing the selected user by clicking the Save button.

1. Select the path to the group you want to delete by selecting the groups from list on the left pane.

2.Click the trash can !images/DeleteIcon.png! icon in order to delete.

3.Click the OK button on the confirmation message to accept or the Cancel button to quit without deleting.

The roles of an user in the specific group are managed in Membership Management form. Currently there are three membership types: Manager, Member and Validator. By default, Manager has the highest rights in a group. You can add new, edit or delete a membership type. Select the Membership Management tab in the Organization portlet. There will be a membership type list and a form to add new/edit:

1. In the Add/Edit Membership form at the bottom, the input value for the membership name field (required) and the description field (optional). Only letters, digits, dots, dashes and underscores are allowed for the membership name.

2.Click the Save button to accept adding the new membership or click Reset button to clear the entered values.

1. Click the edit icon!images/EditIcon.png! in the row of the membership type you want to edit. The selected Membership type information is displayed in the Add/Edit Membership form.

2. Make changes in this form.

3. Click Save to accept changes.

1. Click the trash can icon in the row of the membership type that you want to delete.

2. Click the OK button in the confirmation message to accept the deletion.

Permissions play an important part in accessing and performing actions in the Portal. Depending on permissions assigned by an administrator, users can either access or edit portals, pages and portlets. GateIn Portal have applied several permission levels:

The three above permission levels helps users assign access and edit permissions clearly and flexibly.

GateIn Portal skins are graphic styles that help users display an attractive user interface. Each skin has its own characteristics with different backgrounds, icons, etc. In order to be user-friendly and flexible in use, users are allowed to change their skins without having edit rights on the portal.

1. Go to GateIn Start -> Administration -> Advanced --> Edit Current portal

2. Click the edit icon!images/EditIcon.png! to edit portal properties.

3. In the Portal Setting tab: select one skin type in the Skin list field to change and display a skin.

4. Click Save and Finish icon !images/Finish1.png! so that the modification can take effect.

1. Click Edit Inline on the Toolbar. The Edit Inline Composer will appear.

2. Click Portal Properties to edit portal's properties.

3. In the Portal Setting tab: select one skin type in the Skin list field to change and display a skin.

4. Click Save and the !images/DiskIcon.png! icon so that the modification can take effect.

1. Go to GateIn Start -> Administration -> Skin Settings.

1. Go to GateIn on the Toolbar --> click Change Skin.

The Skin Setting form is displayed with a list of all supported skins. The left pane contains the skin list and the right pane is used to display the template of the selected skin.

2. Select one by clicking on the skin's name.

3. Click the Apply button and wait for few seconds to take effect.

In order to understand clearly about what the navigation is and navigation types that GateIn Portal supports, please refer the Navigation concept page.

The page navigation of a portal is created automatically when a portal is created.

Only users who have the edit right on a portal can perform this action.

Follows these below guides to edit a portal 's navigation:

1. Go to GateIn Start-> Administration -> Advanced--> Edit Page and Navigation.

2. Select Portal navigation in list on the left pane (eg: portal: classic's Nav).

3. Right click the blank space on the left pane and select Edit Navigation in the menu:

The form for editing the portal navigation will be opened:

Notice: The number that users select in the Priority field is the priority of a page navigation on the Navigation bar.

4. Make changes to fields in this form: Description, Priority.

5. Click the Save button to accept changes.

6. Click the!images/OKIcon.png! to take effect of new changes.

Or click the Cancel button to quit without saving any change.

No one can create the portal's page navigation so no one can delete it. A navigation is deleted automatically after you delete its portal.

Each group has only one page navigation. Only users of that group have the "manager" membership can create/edit/delete navigation for that group

1. Go to GateIn Start -> Administration -> Advanced --> Edit Page and Navigation.

2. Select a Group navigation in the list on the left pane (eg: group:platform/administrator's Nav). All pages of this group will be listed underneath.

3. Right click the blank space on the left pane and select Edit Navigation in the context menu:

The form for editing the group navigation will be opened:

4. Make changes for two fields: Description and Priority.

Notice: The number that users select in the Priority field is the priority of a page navigation on the Navigation bar.

5. Click the Save button to accept any changes.

6. Click the!images/OKIcon.png! to take effect new changes on the Navigation bar.

Or click the Cancel button to quit without saving any change.

The page navigation of a user is created automatically when a user is created (registered). So an administrator don't have to create it.

Only the user who is the owner of the user page navigation can edit it.

No one can create user's page navigation so that no one can delete it. A user's navigation is deleted automatically when its user is deleted.

If you are allowed to access GateIn Start in the User Workspace, you can take all actions related to a node such as : add a new node, edit, copy, cut, delete and clone node.

1. Go to GateIn Start -> Administration -> Advanced --> Edit Page and Navigation

2. Select a navigation from the navigation list.

3. Select a node from list (to create a new node like sub-node of the selected node) or click the icon!images/UpIcon.png! to create a new node on root

4. Right-click on the selected navigation or node and select Add new Node option. Add new node form appears:

The Page Node Setting tab includes:

Name Description
Uri An identification of the node. The Uri is automatically created after adding a new node
Node name The name of the node. This field is required and must be unique. Only alpha, digit and underscore characters are allowed for this field and it must have at least 3 characters.
Label The display name of the node on the screen. This field is not required and may be changed. This field must have a length between 3 and 120 characters.
Visible This check box allow to hide (and show) the page and its node at the navigation bar, the page navigation and the site map
Publication date & time This option allows publishing this node for a period of time. *Start Publication Date* and *End Publication Date* only appear when this option is selected.
Start Publication Date The start date and time to publish the node.
End Publication Date The end date and time to publish the node.

In the Page Selector tab, you can select a page or not for this node.

Name Description
Page Id The identification string of the page.
Name The selected page's name.
Title The selected page's title.

You do not have to input values in these fields. It is automatically displayed after selecting an existing page by clicking the Search and Select Page button. The Select a page form appears like:

After configuring the page node settings, the page selector and the node's icon, click the Save button to accept or the Cancel button to quit without creating a new node.

1. Go to GateIn Start -> Administration -> Advanced --> Edit Page and Navigation

2. Select a navigation from the navigation list.

3. Right-click on the selected node and select Edit this Node option.

It will displays a form to edit this node:

In the Page Node Setting tab: you can change the value of these fields: Label, Visible and Publication Date & time. After finish changing, click the Save button to accept changing or Cancel button to refuse it.

In the Page Selector tab : you also search and select another page for this node by clicking the Search and Select Page button. You can see more details on how to select a page for a node on the above Add a new node section. After finish changing another page for this node, click the Save button to accept changing or Cancel button to leave without saving any changes.

You also easily copy a node by following these steps:

1. Go to GateIn Start -> Administration -> Advanced --> Edit Page and Navigation

2. Select a navigation from the navigation list.

3. Right-click on the selected node and select Copy node option.

4. Select the position that you want to paste this node and select Paste Node option. Click the!images/MarkIcon.png! icon to Save.

1. Go to GateIn Start -> Administration -> Advanced --> Edit Page and Navigation

2. Select a navigation from the navigation list.

3. Right-click on selected node and select Clone node option.

4. Select the position that you want to paste this node and select Paste Node option. Click the!images/MarkIcon.png! icon to Save.

In Manage Pages you will see:

1. Go to GateIn Start -> Administration -> Advanced --> Edit Page and Navigation

2. Select a navigation from the navigation list.

3. Right-click on the selected node and select Cut node option.

4. Select the position that you want to paste this node and select Paste Node option. Click the!images/MarkIcon.png! icon to Save.

1. Go to GateIn Start -> Administration -> Advanced --> Edit Page and Navigation

2. Select a navigation from the navigation list.

3. Right-click on the selected node and select Delete node option.

It will display an alert message, click the OK button to accept deleting or Cancel button to quit without deleting a node.

You can easily change the position of node on the navigation bar on their own convenient order by following these steps:

1. Go to GateIn Start -> Administration -> Advanced --> Edit Page and Navigation.

2. Select a navigation from the navigation list.

3. Select the node that you want to move. Right click on the selected node and then click on Move up or Move down

The selected node will be moved up/down.

Only by using one page list can users add, edit, delete and view quickly and easily which pages you like to. Following these guides to manage pages:

You easily add a new page by following these simple steps:

1. Go to GateIn ->Administration -> Advanced --> Manage Pages

1. Go to Administrator on the Toolbar --> Manage Pages

Details

Button Description
Add New Page allows you to add a new page.
Back allows you to return to home page.

2. Click the Add New Page button.

3. Enter values for fields in the Page Setting tab

Name Description
Page Id The string to identify the page. It is automatically generated when you will finish creating page.
Owner type The owner type of the the page (portal, group or user). The "User" type is displayed by default. You can change the owner type by clicking on the icon.
Owner Id The identification name of page owner. When the owner type is "group", there will be a list of groups of which you have to select one.
Page Name The name of the page. This is a required field and must be unique. Only alpha, digit and underscore characters are allowed to be used for this field and it must have a length between 3 and 30 characters
Page title The title of the the page. This field is not required and must have a length between 3 and 30 characters.
Show Max Window The option allows to choose whether showing the page in maximum size or not.

If the Owner type is "portal" or "group":

4. Click the Save button to accept creating a new page or the Cancel button to quit the form.

1. Go to GateIn Start -> Administration -> Advanced --> Manage Pages

2. In the existing pages list: click the edit icon on the row of page you want to edit.

Indicator Meaning
!images/PreviewPage.png! Preview page: allows viewing node's page with preview mode in a Normal Page
!images/EditPage.png! Edit page properties: allows editing node's page properties
!images/ShowContainer.png! Show container: allows to list all existing containers that will be used to change the layout of a selected page
!images/ShowPortlet.png! Show portlet: allows to list all existing portlets that will be used to re-arrange the content of selected page.
!images/SavePage.png! Save page: allows saving changes of a page
!images/Back.png! Back: allows returning to the page list without saving
!images/Finish.png! Finish:allows saving and returning to the page list

In the Page Setting tab:

Name Description
Page Id The string to identify editing page. This string is generated automatically, user can not change.
Owner type The type of editing page. User can not change.
Owner Id The identification name of page's owner. User can not change.
Page name The name of the page. User can not change.
Page title The title of page. User can change and it must have length from 3 to 30 characters.
Show Max Window The option allows whether showing page in maximum size or not. User should check this option for desktop page only.

Click !images/ShowContainer.png! icon to show current container layout of selected page on your right and all the container layouts list on the left pane.

If you want to change current layout, select a layout type from the list on the left pane, then left click on the template you want and drag and drop it into the right pane. New container will be displayed on the right pane. You can change position of current container by left click and drag and drop it to another place on the right pane or remove current container by clicking delete icon on the right corner.

Click !images/ShowPortlet.png! icon to show current portlet layout of page.

If you want to change current layout, select layout type from the list on the left pane, then left click on the template you want and drag and drop it into the right pane. New portlet will be added and displayed in the right pane. You can change position of current portlet by left click and drag and drop it to the place you want on the right pane or remove current portlet by clicking delete icon.

You easily view a page by clicking on the!images/View.png! icon on the row of the page you want to view in the existing pages list.

1. Go to GateIn Admin -> Administration -> Advanced --> Manage Pages

2. There is a list of all existing pages, click the trash can icon !images/DeleteIcon.png! on row of the page you want to delete. It will display the confirmation message.

3. Click the OK button to accept deleting or Cancel button to quit without deleting this page.

Only by following there simple steps can you create a page quickly by using a wizard and publish this page on the Navigation bar:

1. Go to GateIn Start ->Administration -> Basic --> Create page wizard. Welcome to Page Creation Wizard appears:

1. Go to Editor --> Add New Page on the Toolbar. Create page wizard: Welcome to Page Creation Wizard appears:

2. Click the Next button or number '1' of the wizard steps in order to go to step 1. This step allows users to set up page setting such as :the navigation path, the node name, the display name, etc.

There are two parts: the left pane is used to show a small description that will guide you what to do in this step. And the main wizard includes two parts: the left pane contains a list of navigations and shows the page list of each selected navigation, the right pane displays main information of a page.

3. On the left of wizard: Click the combo box icon !images/ComboBox.png! to see the navigations list. Select a navigation from the list that you want to create page. The pages list of selected navigation are displayed.

4. Select a page from the above list or click on arrow up icon !images/ArrowIcon.png! to add a page at root.

Name Description
Current Selected Page Node The path of the selected node to add a new sub page
Node Name The node name of the added page. It is required field. This field must start with a character and must have a length between 3 and 30 characters.
Display Name The display name of the node which contains the added page and must have a length between 3 and 30 characters.
Visible This check box allows to hide this page. If not checked the page is under no circumstances shown, even if the publication period is OK. If checked the page or the page node appears on on the navigation bar, the page navigation and the site map. If "visible" is checked the visibility can depend on the "publication date & time" option.
Publication date&time This option allows publishing the page for a period of time. If this option is checked the visibility of the page depends on the publication period start and end date.
Start Publication Date The start date and time to publish the page
End Publication Date The end date and time to publish the page

+Note:+You can set date and time by clicking the Start Publication Date field and End Publication Date field and select a date in the calendar pop up

5. Click Next or number '2' of the wizard steps to go to step 2.

6. Select Empty Layout or click the icon to see more templates to select.

7. Click the Next button or number '3' of the wizard step to go to step 3. You can drag portlets on the left pane and drop it on the right pane to constitute the content of this page.

Indicator Meaning
!images/preview.png! *Preview Page*: allows viewing a page in preview mode
!images/ShowContainer.png! *Show Container*: allows listing all existing containers
!images/ShowPortlet.png! *Show Portlets*: allows listing all existing portlets

8. Click the Show Container icon !images/ShowContainer.png! if you want to see the existing containers and re-select the layout of the page. There will be a category list which contains specific containers when clicking the icon.

The step 2 of creating a page by wizard is the same as the above

In the step 3, you can drag portlets from the Edit Inline Composer popup and drag it to the constitute the content of this page

You can click on!images/Switch.png! to view the content of this page.

Click Save to accept creating a new page, the Back button to return the previous step or the Abort button to quit without creating a new page.

You can easily drag and drop page body to the specific place where you want to in the page by following guides:

1. Go to GateIn Start -> Administration -> Advanced --> Edit Current portal. It will display :

2. Click on the Portal Page, drag and drop to another reasonable places which you want to in this page.

Creating a new portal requires you to have a special permission that only an administrator can give you. You need follow these guides to create a new portal.

You also can edit or delete a portal, see more details on Manage Portals

You can easily manage a portal by editing or deleting it.

You can change information of the current using portal such as properties or layout. However, you must have the edit right given by an Admininstrator. When you have edit right, follow these steps to edit the current portal:

1. Go to GateIn Start -> Administration -> Advanced --> Edit Current Portal. A form to edit the current portal will appear:

Indicator Meaning
!images/preview.png! *Preview page*: allows viewing node's page in preview mode.
!images/EditPage.png! *Edit page properties*: allows editing node's page properties.
!images/ShowContainer.png! *Show container*: allows listing all existing containers when editing node's page.
!images/ShowPortlet.png! *Show portlet*: allows listing all existing portlets when editing node's page.
!images/Savepage.png! *Save page*: allows saving changes of page when editing node's page.
!images/RollBack.png! *Rollback*: allows canceling all changes that have not been saved.
!images/Abort.png! *Abort*: allows canceling all changes that have not been saved and escaping Edit page and navigation form.
!images/Finish1.png! *Finish*: allows saving all changes and escaping Edit page and navigation form.

2. Click!images/EditPage.png! icon to edit portal properties.

3. Click!images/ShowContainer.png! icon to edit portal container layout.

4. Click!images/ShowPortlet.png! icon to edit portal portlet layout.

5. Click!images/Savepage.png! icon to save changes.

You must have the edit right to change information of the current using portal:

1. Go to Editor on the Toolbar ->click Edit Site Layout.

2. Click the!images/PortalProperties.png! button in the Edit Inline Composer. The edit Form of the portal will be shown:

3. Change the properties of the current portal.

4. Click the Propertites tab. Select an option for Keep session alive that means keeping the working session for a long time to avoid the working time out. There are 3 options:

5. Set permissions for a portal:

To change any permission, click the Select Permission button and then select a group with the Membership type you want. Only one group can have the Edit Permission of the portal.

You can set the Edit Permission for the portal when you create or edit it.

6. Click the Save button to accept changes or the Cancel button to quit.

You can easily delete a portal by following these guides:

1. Go to GateIn Start -> Administration -> Advanced --> Manage Portals

+The 1^st^ way+:

1. Go to Administrator on the Toolbar --> Manage Portals. List of all portals will be shown.

2. Click the trash can !images/deleteIcon.png! icon in the row of the portal you want to delete in the portal list.

3. Click the OK button in the confirmation message to delete.

+The 2^nd^ way+:

1. Click on Site in the Toolbar --> click on!images/DeletePortal2.6.png! .The confirmation message will appear:

2. Click OK to accept deleting a portal or Cancel to quit without deleting it.

GateIn Portal allows users to switch between Portals simply and easily. You can use another portals such as gateway, starting site if you are given the appropriate permissions by the administrators.

Go to Site on the Toolbarm it will list all portals in which you have at least the access right

You easily switch between Portals by simply clicking on the portal that you want to choose and wait for few seconds to take effect.