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Function documentationSetting Portal Preferences Locate this document in the navigation structure

 

The portal provides each user with a customized work environment. Through the personalization tool, you can determine, among other features, the look of your portal, your logon credentials, and access to all your content sources through one logon procedure.

Choosing   Personalize   Portal   in the portal header area opens a separate window that displays a list of portal elements that you can personalize.

Portal Theme

To personalize the look and feel of your portal, choose an entry from the Select Theme dropdown list. The page displays portal user interface elements, such as buttons, fields, fonts, and so on, according to the particular theme that you chose.

Two of the several themes provided by the portal are:

  • High Contrast

    Specifically designed for those with visual problems, such as color blindness

  • Tradeshow

    Works effectively with projectors and other equipment generally used during presentations

You can also choose to waive some visual effects and functions in the user interface, such as the zoom effect when opening dialog boxes, in favor of better performance. To do this, choose Disable UI features in favor of performance.

User Profile

The User Profile option displays a tabbed interface that allows you to modify the user profile that you created in the New User Registration form when you first logged on. You can also create one here if you have not yet done so.

Your profile establishes your identity, providing general information, details about your position in the company, and your contact information. A user profile allows other portal users to locate you and communicate with you, and enables the administrator to better manage portal users.

Choose Modify to make changes to your user profile.

The profile interface also lets you set the following:

  • Portal Language

    From the Language dropdown list on the General Information tab, select the language in which you want the portal to appear. The default language defined by the portal administrator replaces any language that the portal does not support.

  • User Password

    To assure security for your portal, you may periodically change your password. The new password must be at least six characters long.

  • User Mapping

    Your portal may include iViews that access data from other systems where your user ID is different from your portal user ID.

    To map your portal user ID to your user ID in a target system, from the System dropdown list on the User Mapping for System Access tab, select the target system. If user mapping has already been saved for a particular system, an X appears beside the name. Enter the User and Password that you use in the target system.

    The password is authenticated, and the portal user ID is mapped to the user ID on the target system. This enables you to access and retrieve data without having to perform a separate logon procedure each time you access the secure system from within the portal.

    If you cannot enter your user ID, the system administrator has already mapped your user in that system, but you must still enter a password to complete the mapping.

    Your system administrator may have configured additional fields for you to fill.

  • E-Mail Signature

    Choose the Email Signature tab to view, create, or modify your own personalized e-mail signature. You can modify the text displayed in your signature and the formatting using the provided HTML editor.

    Note Note

    We recommend editing and displaying the data only in the Unicode standard.

    End of the note.
User Mapping (Remote iViews)

This option is relevant only if your organization has set up a federated portal network and you have access to iViews that deliver content from remote content providers.

From the Remote Content Provider list, choose a target system and enter the User and Password of a defined user.

WorkProtect Mode

Some iViews and applications contain forms with editable fields for data entry. Navigating away from the active window of such an application to another page in the portal would cause the loss of any data you may have entered or work you may have performed in these iViews.

WorkProtect mode prevents unsaved data from being lost as a result of navigation. When you activate this feature, all navigation links are launched in a new window, keeping the active window with the unsaved data intact.

This feature is relevant only when WorkProtect mode has been implemented in the components to which you want to apply the functionality.

Under Option for Handling Unsaved Data During Navigation choose your preferred setting.

  • The option Choose action in popup on unsaved data means that you prefer to decide on a case-by-case basis.

  • Restart your browser when you return to the portal for this feature to take effect.

On-Screen Help

When creating content in the portal development environment, portal developers can optionally add explanation text to iViews and pages. If your portal has been created with on-screen help, you can choose whether to display or hide this text with the Display on-screen help in all portal pages checkbox.

New portal users might want to use this explanatory text to help them while they are learning how to use the portal, whereas advanced users might prefer to switch off this feature.