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Chapter 5. Portal Administration

5.1. Toolbar
5.1.1. User Actions in the Toolbar
5.1.2. Administration Actions in the Toolbar
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 Permissions
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
5.5. Manage Page Navigation
5.5.1. Portal's page navigation
5.5.2. Creating a portal's navigation
5.5.3. Editing a portal's navigation
5.5.4. Deleting a portal's navigation
5.5.5. Group's page navigation
5.5.6. Editing a group's navigation
5.5.7. User's page navigation
5.5.8. Creating a user's navigation
5.5.9. Editing a user's navigation
5.5.10. Deleting a user's navigation
5.6. Manage Navigation Nodes
5.6.1. Add a new node
5.6.2. Edit a node
5.6.3. Copy a node
5.6.4. Clone nodes
5.6.5. Cut a node
5.6.6. 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.

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:

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.

skin switch that takes only effect on the user's current session until he signs out. You can change the skin permanently or temporarily.

In order to understand clearly about what the navigation is and navigation types that GateIn Portal supports, please refer the Section 2.4, “Navigation” page.

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:

    This window lists of all existing pages is displayed with basic information. You can follow these guides to select a page for creating a node:

    Select a page from list or search a specific page :

    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.

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

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.

  2. Click on Add New Page

  3. Details

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

  5. 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":

  6. 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.

    Edit page properties Click the edit!images/EditPage.png! icon to show a form to edit page properties.

  3. In the Page Properties window:

    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.
  4. 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.

  5. 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.

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:

  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.

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

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

  7. 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. 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.

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:

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 Section 5.12, “Manage Portals”

You can easily manage a portal by editing or 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.