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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.

Clicking Personalize in the portal header area opens a separate window that displays:

  • A list of portal elements that you can personalize

  • The personalize page of the first item on the list

Note Note

If your portal administrator has configured the portal to use the Ajax Framework Page, Personalize may appear as a menu in the header area and not as a link.

End of the note.
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.

For example, 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

User Profile

The User Profile option displays a tabbed interface that lets you modify the user profile that you created in the New User Registration form when you first logged on. You can also create a user profile 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 in 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 secure systems that require your logon credentials.

    Prerequisites: You have mapping permission for the system to which you want to map.

    To provide access to a secure system, from the System dropdown list on the User Mapping for System Access tab, select the target system. Provide the User and Password that you use in the target system.

    The password is authenticated, and the portal user is mapped to the user on the secure 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 the portal.

  • Email 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 simple HTML editor provided to you.

    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 permissions for 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.

  • To effect the setting, restart your browser when you return to the portal.