This guide will walk you through the steps necessary to create and maintain infoRouter Portals.
For information on infoRouter portals, visit infoRouter Portal Management.
Only the “System Admistrators” can create infoRouter portals. Once the portal is created, the System Administrator may assign Portal Administrators to manage the portal.
To Create an infoRouter Portal, Perform the Following:
Setting Up Portal Administrators:
The System Administrator may assign “Portal Administrators” to manage the day-to-day maintenance of portals. To setup “Portal Administrators”, navigate to the portal and click on the “Management” link located on the bottom of your portal screen. Remember, this link only appears to existing Administrators and the System Administrator.
Once the portal is created, you may navigate to the portal and change the layout to suit your needs
To Design an infoRouter Portal, Perform The Following:
Notice that in the design mode, a new set of links appear on the bottom blue bar. Here is a list of design mode links and how they are used.
Design Mode links:
Click on this link to switch to “Layout” mode. In this mode, you will be able to drag portal boxes around. You may also show or hide portal gadgets in this mode.
Add New Gadget
Click on this link to display the “Add new Gadget” window. In this window, you can select from a list of built-in gadgets to add to your portal.
Edit Portal Header
Click on this link to Change or Edit the portal title, description and portal logo.
Click on this link to add images and style sheets to your portal.
Click on this link to cancel your changes to the portal. This will revert the portal back to its original state.
Click on this link to overwrite the existing portal with the modified version.
Return to Portal
Click on this to go back to the main portal screen.
Changing the portal layout allows you to change the position of portal gadgets around the page. It also allows you to change the size of the gadgets to fit the contents.
To Go Into The Layout Mode, Perform The Following:
Note: Remember, even when you choose to save the layout, the portal is not affected by your changes until you choose to “release changes”.
You may add to and remove gadgets from infoRouter portals. You may also have multiple instances of the same gadget on an infoRouter portal.
To Add An New Gadget To The Portal, Perform The Following:
Edit the portal header to change the portal title, description and the portal logo. The portal header also includes the tabs that appear on infoRouter portals. You may turn these tabs on and off from the portal header.
To edit the portal header, perform the following:
Notes: You may uncheck the “Document Library” if you would like to prevent users from navigating into the document library. Similarly, you may also disable the “Member Login” control so that users cannot login to infoRouter from this portal.
Every portal is assigned a set of resources when it is created. The resources of the new portal are an exact copy of the template portal or the “Model Portal” used when creating the portal. The portal resources are a collection of the portal logo, the portal css and other images used in the portal.
To Add Or Remove Resources From a Portal, Perform The Following:
Use this option if you wish to discard the changes you have made to the portal. As indicated earlier, all changes to portals are made to a copy of the original portal so when you choose to rollback changes, the copy of the portal is simply deleted .
Use this option if you wish to make your changes to the portal permanent.
When you click on the “Release changes” link, located on the bottom blue bar, a pop-up window appears to confirm your choice. Notice that a checkbox with the “Reset user personalizations” label appears.
In portals where “Allow Personalization” is checked, users may edit portals. Their edited versions are kept and displayed only to these users. If you choose to reset user personalizations, this action will not only create a new version of the portal, it will also force a reset of all instances of this portal that was edited by users.
Use caution when selecting this option as there is no way for these users to get their versions of this portal back.