Adding webEIS^TM Documents to the Portal

The SAS Information Delivery Portal can provide access to interactive JSPs that were created using the webEIS thin-client reporting solution. These JSPs provide point-and-click access to live data from enterprise databases centrally located on SAS servers. The data is presented in the form of charts, tables, and images. Users can drill into the data, create subsets, highlight exceptions, and create new computations.

To add a webEIS document to the portal, you must:

• Save the webEIS document as a Java server page (JSP).

• Move the JSPs and their associated files to the appropriate directory on the Web server.

• Update URL and SAS server connection information in the JSP files.

• Verify That MDDB viewing is enabled on the SAS server.

• Use the Personalize tool to add the webEIS document to the portal's enterprise directory.

• Define access rules for the document.

• Use the Personalize tool to make the webEIS document appear as a selection on the portal.

Step 1: Save the webEIS Document as a Java Server Page (JSP)

Use webEIS (Version 2.0 or later) to create a webEIS document. Then save the document as a Java Server Page (JSP). The saved document will consist of a main JSP and one or more secondary JSPs. It may also include other support files such as cascading style sheet (CSS) files and graphics files.

Step 2: Move the JSPs and Their Associated Files to the Appropriate Directory on the Web Server

Move or copy all of the exported files--including the main JSP, any secondary JSPs, and all supporting files--to the Web server. The files must be placed in or under the directory that contains the JSP files for the portal application.

If you installed the demonstration portal, your Web server will contain an example folder called "WebEisDoc." This folder contains the files for a sample webEIS document.

Step 3: Update URL and SAS Server Connection Information in the JSP Files

You must make the following changes to the JSP files that comprise the webEIS document:

• In the main JSP, edit any URLs that point to secondary JSPs. The modified URLs should point to the JSPs at their new location within the portal application.

• Edit server connection information in each JSP. The server connections should use the appropriate SAS server definition on the portal's enterprise directory.

For more information, refer to the webEIS JSP Coding Example.

Step 4: Verify That MDDB Viewing is Enabled on the SAS Server

Since webEIS documents can include multidimensional databases (MDDBs), you must ensure that SAS has been updated to enable the portal's MDDB viewer to communicate with the SAS server. The steps for performing this update, which are included in the portal's installation instructions, are as follows:

1. Copy the transport file, mddbview.cpo, from the SASUpdates subdirectory of the Portal setup directory to the appropriate SAS server.

2. Start SAS on your server.

3. Enter and submit the following code:

   filename updates 'path-to-transport-file';
proc cimport library=sashelp infile=updates force; run;

4. Exit SAS.

Note: You must perform this update in order to view the sample webEIS document that is provided with the portal.

Step 5: Use the Personalize Tool to Add the webEIS Document to the Portal's Enterprise Directory

Use the portal's Personalize tool to add the webEIS document to the portal. This tool provides a graphical user interface for entering the document's metadata, including the path and file name of the main JSP. For detailed instructions, refer to Adding and Editing Personal webEIS Documents or Adding and Editing Role-Based webEIS Documents in the portal User's Guide.

Step 6: Define Access Rules for the Document

Take any necessary steps to control access to the webEIS document. For general information about access control, refer to Controlling Access to Portal Content.

If EIS access control is active on the SAS server, EIS credentials must be provided before a user can view the document through the portal. To support this authentication process, you can implement one or both of the following methods in the portal:

• Use a SAS login definition to provide the required user credentials. To implement this method, you must:

  • Create a SAS login definition, using IT Administrator. (For details, see Adding a SAS Login on the SAS Integration Technologies Web site.) The definition should include:

    • The distinguished names of individual portal users or groups of users who will be allowed to access the webEIS document through the portal.

    • The SAS login and password which are to be used as EIS credentials to access the document on the server.

  • In the webEIS document's metadata, enter a sasDomainName attribute that matches the sasDomainName attribute in the SAS login definition. To add this attribute to the webEIS document's metadata, you must use the enterprise directory console.

• Present the user with a prompt to enter his or her EIS credentials. To implement this method, you must use the enterprise directory console to add a sas-PromptForCredentials attribute to the webEIS document's metadata. The attribute should be given a value of "1."

When a user attempts to view the webEIS document through the portal, the portal performs EIS authentication as follows:

• First, the portal looks for a SAS login definition that has the same sasDomainName attribute as the webEIS document. If a match is found, the SAS login information is used to perform EIS authentication.

• If no matching login definition is found, or if the webEIS document does not have a sasDomainName attribute, the portal looks for a sas-PromptForCredentials attribute that has a value of "1." If this attribute and value are found, the portal prompts the user to enter EIS credentials, and the entered information is used to perform EIS authentication.

Step 7: Use the Personalize Tool to Make the webEIS Document Appear as a Selection on the Portal

Depending on who has access permission to the stored process, you can use one of several methods to make a webEIS document appear as a selection on the portal:

• If the webEIS document is accessible to all portal users, the public content administrator can use the Personalize feature to add it to a public list. When the administrator performs this function, the portal application displays a list box containing all webEIS documents in the enterprise directory that are accessible to all portal users. From the list box, the public content administrator selects the webEIS documents that are to appear on the public list.

• Group owners can use the Personalize feature to add the webEIS document to a role-based list. When the group owner performs this function, the portal application displays a list box containing all webEIS documents in the enterprise directory that the group is authorized to access. From the list box, the group owner selects the webEIS documents that are to appear on the role-based list.

• Individual users can use the Personalize feature to add the webEIS document to a personal list. When the user performs this function, the portal application displays a list box containing all webEIS documents in the enterprise directory that the user is authorized to access. From the list box, the user selects the webEIS documents that are to appear on his or her personal list.

For more information, refer to the Personalization topic in the portal User's Guide.