Adding and Editing Role-Based Widgets

Role-based widgets are widgets 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 widgets for that group. After you create a role-based widget, you can add it to one or more role-based windows that have been defined for the group. In addition, users in the group can add the role-based widget to their own personal windows.

Before you can create a window that is defined by a widget, you must add the widget and its metadata to the portal as described below.

Adding a Role-Based Widget

To add a new role-based widget:

1. Move or copy the JSP file for the widget 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 widgets you are updating.

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

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

6. Fill in the fields as follows:

   Name

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

   JSP

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

   /jsp/html/samples/WidgetSample1.jsp

   Description

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

   Pre-defined

   Always select this check box to indicate that the widget is pre-defined. The current version of the SAS Information Delivery Portal supports only pre-defined widgets. A pre-defined widget is one that is fully defined by the JSP and the portal's metadata.

   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 widget 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 Widget.

8. Click Done.

   The Widgets control panel reappears showing the new widget you have created. You can now proceed by choosing another Personalize function, choosing another task, or opening another window.

   Note: To display the new widget, you must create a new window that is defined by the widget. For instructions, see Creating and Editing Personal Windows.

Editing or Deleting Role-Based Widgets

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

To edit or delete an existing role-based widget:

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 widgets you are updating.

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

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

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

6. Click Update Widget. Then click Done. The Widget control panel reappears.