Adding and Editing Role-Based Applications

Role-based applications are applications that are available only to the users assigned to a particular group. If you have authorization as the owner of a group, you can create and edit role-based applications for that group. After you create a role-based application, you can add it to one or more role-based lists that have been defined for the group. In addition, users in the group can add the role-based application to their own personal lists.

Adding a Role-Based Application

To add a new role-based application:

1. Move or copy the JSP file for the application to the server on which the SAS Information Delivery Portal application resides. You must store the JSP file on the server in or below the Portal directory, which is created automatically when you install the portal application. This directory contains subdirectories expressly for JSP files. If you do not know where the directory is located or if you do not have write access to it, please contact your portal system administrator for assistance.

2. 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.

3. At the prompt Select a role to personalize, choose the group whose applications you are updating.

4. At the prompt Select what to personalize, choose Applications from the drop-down list. The Applications control panel appears showing the group's role-based applications.

5. Opposite Add a new <your group's name> application, click to add a new application. The New Application control panel appears.

6. Fill in the fields as follows:

   Name

   Enter a name for the application. This name will identify the application on the portal's Personalization screens.

   JSP

   Enter the path to the JSP file that displays the application. The path must be relative to the Portal directory where the portal Web application resides (see step 1). For example:

   /jsp/html/samples/AppSample1.jsp

   Description

   Enter a short description for the application. The description will appear after the name when the application is displayed on Personalization screens.

   Pre-defined

   Select this check box if the application is pre-defined. If it is pre-defined, then the application can run without parameters being passed in. You must add pre-defined applications directly to a window. If an application requires that parameters be passed in order to run, then it is not pre-defined.

   Parameters

   If the JSP requires parameters in order to run, enter the following information for each parameter:

   Name

   Enter a unique name for the parameter.

   Default value

   Enter a default value for the parameter. This is the value that is assigned to the parameter when the application is displayed in the portal.

   After you specify the values for the parameter, click Save Parameter. To enter information for another parameter, click Add New Parameter. If you need to delete a parameter, select the parameter from the Parameters list and click Delete Parameter.

7. Click Create Application.

8. Click Done. The Applications control panel reappears showing the new application. You can now proceed by choosing another Personalize function, choosing another task, or opening another window.

   Note: To display the new application, you must now add it to a list. For instructions, see Creating and Editing Personal Windows.

Editing or Deleting Role-Based Applications

If you have authorization as group owner, you can edit or delete an existing role-based application for the group.

To edit or delete an existing role-based application:

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 the group whose applications you are updating.

3. At the prompt Select what to personalize, choose Applications from the drop-down list. The Applications control panel appears.

4. Under Manage <your group's name> applications, find the application you want to edit or delete. Then click to delete the application or to edit the application. If you click , the application disappears immediately, and you are finished. If you click , the Update Application control panel appears.

5. Update the Name, JSP, and Description fields as necessary. You can also update the parameters for the application. Select the parameter you want to edit from the Parameters list and change the values for the parameter as needed.

6. Click Update Application. Then click Done. The Applications control panel appears.