Adding and Editing Role-Based webEIS^TM Documents

Role-based webEIS documents are webEIS documents 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 webEIS documents for that group. After you create a role-based webEIS document, 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 webEIS document to their own personal lists.

Adding a Role-Based webEIS Document

To add a new role-based webEIS document:

1. If the webEIS document has already been created and installed in the portal file system, skip to step 2. If not, follow these steps:

   1. Use the SAS webEIS application (Version 2.0 or later) to create a webEIS document. Save the document as a JSP file.

   2. Move or copy the JSP file 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 webEIS documents you are updating.

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

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

6. Fill in the fields as follows:

   Name

   Enter a name for the webEIS document. This name will identify the webEIS document when it is displayed in the portal.
   
   

   JSP

   Enter the path to the JSP file that displays the webEIS document. The path must be relative to the Portal directory where the portal Web application resides (see step 1b). For example:
   
   /jsp/html/samples/WebEISSample1.jsp
   
   

   Description

   Enter a short description for the webEIS document. The description will appear after the name when the WebEIS document is displayed on a list.
   
   

   Keywords

   Enter key words that will help group members find this WebEIS document when they use the Search tool. This field is optional.
   
   

7. Click Create WebEIS Document. The WebEIS Documents control panel reappears showing the new WebEIS document. You can now proceed by choosing another Personalize function, choosing another task, or opening another window.

   Note: To make use of the WebEIS document, you might want to add it to a role-based list. For instructions, see Creating and Editing Role-Based Lists. In addition, the users in the group will be able to add the WebEIS document to their own personal lists.

   For more information on viewing WebEIS documents, see Viewing WebEIS Documents.

Editing or Deleting Role-Based WebEIS Documents

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

To edit or delete an existing role-based WebEIS document:

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 WebEIS documents you are updating.

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

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

5. Update the Name, JSP, Description, and Keywords fields as necessary.

6. Click Create WebEIS Document. The WebEIS Documents control panel reappears.

   Note: For the change to take effect, you must log off of the portal and then log back on.