Creating and Editing Personal Windows

The SAS Information Delivery Portal allows you to create and edit your own personal windows that contain items of interest to you. You can create three different types of windows:

• A window that contains one or more lists, as shown in this example:
  
  

• A window that contains one or more subwindows, as shown in this example:
  
  

• A window that is defined by a widget, which is a graphical user interface (GUI) component that displays information or accepts user input, as shown in this example:
  
  

Creating a New Personal Window

To create a new personal window:

1. If you have not already done so, open the SAS Information Delivery Portal, log on with your user name and password, and click Personalize on the toolbar. The Personalize window appears.

2. At the prompt Select a role to personalize, choose Personal from the drop-down list.

3. At the prompt Select what to personalize, choose Windows from the drop-down list. The Personal Windows control panel appears showing all the windows you have previously created.

4. Under Add a new personal window, click a radio button to indicate the type of window you want to create. Then click . The New Personal Window control panel appears.

5. Fill in the fields as follows:

   Title

   Enter a title for the window. This title will appear in the navigation column (or at the top of the subwindow, if applicable). It will also identify the window when you are using the Personalize tool.
   
   

   Message

   Enter text that is to appear at the top of the window. This field is optional.
   
   

   Description

   Enter a short description of the window. This text will appear with the name when you are using the Personalize tool. When the window is displayed in the portal, the description will not appear.
   
   

   Keywords

   Enter key words to help you find this window when you use the Search tool. This field is optional.
   
   

6. Click Next.

7. You can create three different types of windows:

   • If you are creating a window that is defined by a widget (a graphical user interface (GUI) component that displays information or accepts user input), select the appropriate widget from the drop-down list.

   • If you are creating a window that is to contain one or more lists:

     1. A list box is displayed showing the lists that are available to include in your window.

        Note: If you need a list that is not available, you can create a new one (see Creating and Editing Personal Lists).

     2. While holding down the CTRL key, highlight each list that you want to include in the window.

     3. When you have highlighted all the desired lists, click Create Window. The Personal Windows control panel reappears showing the new window you have created.

   • If you are creating a window that is to contain one or more subwindows:

     1. A list box is displayed showing the available windows.

     2. While holding down the CTRL key, highlight each window that is to be a subwindow of your new window.

     3. When you have highlighted all the desired subwindows, click Create Window. The Personal Windows control panel reappears showing the new window you have created.

8. You can now proceed by choosing another Personalize function, choosing another task, or opening another window.

Note: Before you can access the newly created window, you must add it to your desktop's navigation column. For instructions, see Personalizing Your Desktop.

Editing or Deleting Personal Windows

To edit or delete an existing personal window:

1. If you have not already done so, open the SAS Information Delivery Portal, log on with your user name and password, and click Personalize on the toolbar. The Personalize window appears.

2. At the prompt Select a role to personalize, choose Personal from the drop-down list.

3. At the prompt Select what to personalize, choose Windows from the drop-down list. The Personal Windows control panel appears showing all the windows you have previously created.

4. Under Manage personal windows, find the window you want to edit or delete. Then click to delete the window or to edit the window. If you click , the window disappears immediately, and you are finished. If you click , the Update Personal Window control panel appears.

5. Update the Title, Message, Description, and Keywords fields as necessary.

6. Click Next.

7. You can edit all three types of windows:

   • If the window you are editing is defined by a widget, select the appropriate widget from the drop-down list.

   • If the window you are editing contains one or more lists:

     1. A list box is displayed showing the lists that are available to include in your window. The lists that are currently included in your personal window will already be highlighted.

     2. To keep the existing lists and add new lists, hold down the CTRL key and highlight each list you want to add. To replace the current lists, make your first selection without holding down the CTRL key; then hold down CTRL while you make any additional selections.

     3. When you have highlighted all the desired lists, click Create Window. The Personal Windows control panel reappears.

   • If the window you are editing contains one or more subwindows:

     1. A list box is displayed showing the windows that are available to include in your window. The windows that are already subwindows will be highlighted.

     2. To keep the existing subwindows and add new ones, hold down the CTRL key and highlight each window you want to add. To replace the subwindows, make your first selection without holding down the CTRL key; then hold down CTRL while you make any additional selections.

     3. When you have highlighted all the subwindows, click Create Window. The Personal Windows control panel reappears.

8. You can now proceed by choosing another Personalize function, choosing another task, or opening another window.