About composite portals

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A composite portal is a portal defined by a set of harness and section rules. In contrast, a traditional portal is a portal defined by a fixed layout built from HTML rules.

Composite portals were introduced in V5.5. Because of their harness- and section-based structure, composite portals offer multiple advantages beyond what the traditional ('classic') portals such as the WorkManager and WorkUser portals provide. Composite portals provide: GRP-1201

Full support of all styles through the Branding wizard
Greater flexibility in physical layout
Easier development of new functions based on familiar section rules and harness rules
Rich user interface elements, including a Work Area control that provides the ability to open multiple work objects at once
Ability to find work objects using full-text search
Supported in Mozilla Firefox 3.5+, Google Chrome 5+ and Apple Safari 4+ as well as Microsoft Internet Explorer 6+ browsers
Ability for full localization
Automatic support of additional accessibility features

Process Commander ships with these composite portal rules:BUG-32724 Clarify difference of a 'User' portal and a 'Developer' type of portal

User — This portal rule is a working example that you can copy and extend to create portals for the end users of your application. Within a portal built on this example, application users can log into the application and log off, find work, enter new work, view their profiles, see recent work, work with multiple work object forms (using the Tabbed parameter of the WorkArea control to specify use of the Multiple Document Interface (MDI); see Harness and Section forms — Adding a Work Area control).
Manager — This portal rule is a working example that you can copy and extend to create portals for the line managers and supervisors that use your application. Within a portal built on this sample, application users can do all of the actions that can be done within the User portal plus view a process dashboard with four charts, see Monitor Activity reports, and access the worklists and workbaskets associated with a work group.
pyCaseManager — This special-purpose portal rule provides a standard user interface (known as the Case Manager portal) for application users who work with case management applications.
BusinessAnalyst — This special-purpose portal rule provides a standard user interface (known as the Business Analyst portal) for business analysts who work on applications.
Developer — This special-purpose portal rule provides a standard user interface (known as the Designer Studio) for designers and developers who work on applications.

Typical parts of composite portals

Those portals whose underlying portal rules have a portal role set to User can be used as working examples and starting points for you to create your own composite portals for your application's users.

Note that the two developer portals — Designer Studio and Business Analyst portal — are not intended as working examples for copying and extending to create portals for your application's users. The portal rules for those portals have their Role field set to Developer, while the User and Manager portal rules have their Role field set to User. BUG-32724

Both of the working examples — the User and Manager portals — use the same menu bar.

The menu bar can display a control on the left, near the Pega logo, where the logged-in user can switch between his associated work pools. The user can only create new work objects for the currently selected work pool.

The menu bar can provide three more controls on the right:

Click the New button to display a drop-down menu that shows all of the starter flows that the user can initiate and create a work object. Click one of the choices to start that flow and create its work object.

version 5.5 find-work form The Search function appears differently in a portal depending on which option you choose for the FindWork section in your created composite portal (see the FindWork entry in the Available Standard Sections table in How to create a composite portal). For instance, the Advanced option (the default), includes the search bar and supports Lucene-based full-text search as well as work "Entered by me", "Resolved by me" and other choices.

The Search option provides specific and general search options for the portal's users:

Enter a text string that relates to the sought work objects, and press the enter key or click the magnifying glass icon.
The system displays all work objects that contain the specified string. Above the search results are a series of fields which can be used to refine the search:

In the first field, the default is All Work Types. Select to limit the search to any available work type.
In the second field, the default is Work Objects Only. Select to search work objects and Note attachments, or only Note attachments.
Searching attachments is possible only if indexing of attachments is enabled in the System Settings gadget. Select > System > Settings > Search. In the Search gadget in the Indexing section, check the Index Attachments checkbox and click Submit. See Understanding full-text search.
In the third field, the default is All Work. Select to limit the search to work entered by, assigned to, associated to, or resolved by the current user.
In the fourth field, the default is Updated Anytime. Select to limit the search to one of a series of time ranges, such as Yesterday.

When searching in a portal, if the user changes any of these settings, the search runs again automatically and displays revised results.

The search results display in a grid. Click the title or ID of any item to open it in a separate window for review or updating.

Click the Log Off link to exit the portal.

Example: Parts of the sample User portal

One of the composite portal working examples shipped with Process Commander is the User portal. The user interface of the User portal is defined by the standard harness rule Data-Portal.User:

The left panel, from the top:

gives the current user's name

shows work the user has recently updated or resolved

shows the current news broadcast. If the user has administrative privileges, an Edit button appears. The user can update the short news message for all users. See About Broadcast data instances.

displays a summary of the current user's profile. If the user has access to multiple portals, as in the illustration, he can switch from one to another using the drop-down menu. The Full Profile button gives access to the user's profile rule.

The right panel displays the work objects currently assigned to the user, in a sortable grid display. Click any work object to open it for review or work. See Using the Process Work workspace.

Example: Parts of the sample Manager portal

One of the composite portal working examples shipped with Process Commander is the Manager portal. The user interface of the Manager portal is defined by the standard harness rule Data-Portal.Manager:

Manager portal

The left panel contains three controls that determine what appears in the rest of the screen:

Dashboard - a series of graphs and charts, updated in near-real time, to give a high level view of project progress. See Using the Composite portal dashboard.

When the Dashboard is selected, the left panel includes
- the current news broadcast. If the user has administrative privileges, an Edit button appears. The user can update the short news message for all users. See About Broadcast data instances.
- a summary of the current user's profile. If the user has access to multiple portals, as in the illustration, he can switch from one to another using the drop-down menu. The Full Profile button gives access to the user's profile rule.
Process Work - where the administrator can create and delegate new work objects, and review and resolve existing work objects. See
- Processing work
- Bulk processing of work objects
When this gadget is displayed, the left panel contains a list of work objects that the current user has recently processed.
Monitor Activity - access to a wide range of reports on work progress and the behavior of Process Commander. When this gadget is displayed, the left panel contains a series of report utilities. See Manager portal — Using the Report Browser.

How to create a composite portal

Composite portals are produced from harness and section rules. See How to create a composite portal.

	portal
	About Portal rules About the Case Management portal About Broadcast data instances
	Atlas — Standard portal rules

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