Creating Tenant-Specific Designer Portal Pages


If an individual tenant group needs one or more portal pages that are to be visible only to members of that group, create these pages within the tenant workspace and link to them from the main centralized portal. This limitation ensures that members outside of the tenant group will not see pages intended only for the tenant group.

When you have created a tenant-specific portal page, create a shortcut to it within the tenant workspace. When you create the shortcut within the tenant workspace, the rules of that workspace apply to the shortcut as well as the portal page, and the Navigation bar in the centralized portal will display an entry for the portal page only to users who belong to the tenant group.

You must develop all content for the tenant-specific portal pages within the tenant workspace. The use of content or data sources contained in other workspaces adds an extra group to the configuration that conflicts with the ability of the product to work with ##{WF_PrimaryGroup}.

Procedure: How to Create a Visualization from New Content in WebFOCUS Designer

Use the following generalized steps to create a tenant-specific visualization from new content in WebFOCUS Designer:

  1. On the WebFOCUS Home Page, select Visualize Data to open WebFOCUS Designer in a new browser tab.
  2. Select the tenant workspace, and select a data source available from that workspace to load options that create a single content item.

    Note: Select only data sources that are available within the workspace. Do not use data sources outside of the workspace.

  3. Start the visualization by creating a new chart or report.
    1. From the Content picker, select a content type. You can choose from different chart types and report layouts.
    2. With the Fields tab selected on the sidebar, drag fields from the Resources panel into the buckets in the Properties panel to create content.

      Or

      Double-click a field or drag it onto the canvas to add it to the default bucket for that field type.

    3. If you want to filter your content, drag the field on which the filter should be based into the Filter toolbar or Filters bucket.

      Prompted filters in the Filter toolbar affect the entire page, while static filters in the Filters bucket affect only the item for which they were created.

    4. Use the options of the Format tab of the Properties panel to style your content.
  4. To create a page that only contains a single item, select Page on the Designer toolbar and skip to step 7.

    The item moves into a container, but no second container is added.

  5. To create a page with multiple content items, select Add visualization on the Designer toolbar to turn the visualization into a page.

    The first item you created moves into a container, and a second container is created.

    1. Continue adding content to the page by dragging an existing content item from the Container tab on the sidebar, or by selecting Add visualization again to create a new container. You can then create a new content item as outlined in step 3.
    2. You can also drag a field from the field list onto an empty area of the canvas to create a new container with content using that field.
  6. Style and format areas on the page using the options on the Properties panel.

    The entire page, sections, containers, filter controls, and filter cells all have their own set of styling and formatting options.

    You can also preview the visualization to see run-time behavior by clicking Run in new window.

  7. When you have finished creating your visualization, select Save and assign a name to it.
  8. In the content area of the tenant workspace, right-click the new portal page and select Publish.
  9. Repeat this procedure for any remaining tenant workspace that requires visualizations from new content.
  10. Follow the procedure, How to Create a Visualization from Existing Content in WebFOCUS Designer for any remaining tenant workspace that requires visualizations from existing content.

Procedure: How to Create a Visualization from Existing Content in WebFOCUS Designer

Use the following generalized steps to create a tenant-specific visualization from existing content in WebFOCUS Designer:

  1. On the WebFOCUS Home Page, select the plus button and then select Assemble Visualizations to open WebFOCUS Designer in a new browser tab.
  2. In WebFOCUS Designer, select a template for the page. You can use a predefined template, or select Blank to build the page from scratch.
  3. Add content to the page by selecting Content on the sidebar, navigating to an item in the Resources panel, and then dragging it onto the canvas.

    Or

    Create a container for an item by selecting Container on the sidebar and dragging a container onto the canvas, and then adding content to the container.

    Note: Select only content that was created within the workspace. Do not include content that was developed outside of the workspace.

  4. Continue adding content to the page by performing the following steps.
    1. Add a new container by dragging it from the Container tab on the sidebar, or selecting Add visualization.
    2. Select Content on the sidebar to access items that you can add to containers on the page or drag directly onto the canvas.
  5. Select different areas of the page, and then style and format them using the options on the Properties panel.

    The entire page, sections, containers, filter controls, and filter cells all have their own set of styling and formatting options.

    You can also preview the visualization to see run-time behavior by clicking Run in new window.

  6. When you have finished creating your visualization, select Save and assign a name to it.
  7. In the content area of the tenant workspace, right-click the new portal page and select Publish.
  8. Repeat this procedure for any remaining tenant workspace that requires visualizations from existing content.
  9. Follow the procedure, How to Create a Visualization from New Content in WebFOCUS Designer, for any remaining tenant workspace that requires visualizations from new content.

Procedure: How to Create and Publish a Tenant-Specific Page Shortcut

To limit access to a tenant-specific portal page to members of the tenant group, create the shortcut to the page within the tenant workspace. You can copy the shortcut and paste it into the centralized portal structure later.

  1. In the content area of the tenant workspace, right-click the tenant page, and select Create Shortcut.
  2. Right-click the new shortcut, and select Publish.
  3. Repeat this procedure for every tenant-specific portal page that must be included in the centralized portal.