IBM Version 3 Release 4.0 TRIRIGA Application Platform User Guide
विज्ञापन
विज्ञापन
IBM TRIRIGA Application Platform
Version 3 Release 4.0
User Experience
User Guide
Note
This edition applies to version 3, release 4, modification 0 of IBM® TRIRIGA® Application Platform and to all subsequent releases and modifications until otherwise indicated in new editions.
© Copyright International Business Machines Corporation 2011, 2014. All rights reserved.
US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP Schedule Contract with IBM Corp.
Contents
ABOUT THIS GUIDE ................................................................................ 1
1. SIGN IN PAGE ................................................................................ 2
2. IBM TRIRIGA PORTAL AND NAVIGATION ................................................ 4
3. BRAND WITH COLORS AND LOGOS .................................................... 33
About This Guide
This guide describes how to use the tools in the IBM TRIRIGA Application Platform to customize the look and feel of the IBM TRIRIGA user experience, including the sign-in page, Portal Builder, Navigation
Builder, Style Manager, and Style Sheet Editor.
Conventions
This document uses the following conventions to ensure that it is as easy to read and understand as possible:
Note
– A Note provides important information that you should know in addition to the standard details. Often, notes are used to make you aware of the results of actions.
Tip –
A Tip adds insightful information that may help you use the system better.
Attention
– An Attention notice indicates the possibility of damage to a program, device, system, or data.
Intended Audience
This guide is for Application Administrators and other users responsible for setting up and maintaining the IBM TRIRIGA applications.
Prerequisites
This guide assumes the reader has a basic understanding of Web-based applications and has administrator access to the IBM TRIRIGA software.
Support
IBM Software Support provides assistance with product defects, answering FAQs, and performing rediscovery. View the IBM Software Support site at www.ibm.com/support .
1 © Copyright IBM Corporation 2011, 2014.
1. Sign In Page
With the IBM TRIRIGA Application Platform you can personalize the IBM TRIRIGA sign-in page by changing the login image.
This feature also maintains support of the single sign-on (SSO) functionality. When SSO is enabled, the user is redirected to the IBM TRIRIGA application after login credentials have been validated. For information on configuring SSO, see the IBM TRIRIGA Application Platform 3 Single Sign-On Setup User
Guide.
Change Image
The only image that can be replaced is in the login_image_175x175.png file. This file is copied from versions 3.2 and later when upgrading. The rest of the files are not copied over.
If you wish to customize your sign-in page, replace just that one image file or use the alternative login page, which can be fully customized. There you can use the template and html language to update it.
Alternate Sign In Page
The steps to create an alternate sign-in page include designing what the new sign-in page should look like, doing setup and configuration, and testing the result.
Design Alternate Sign In Page
After planning the design of your alternate sign-in page, use the template named index.html located in the alt directory in the IBM TRIRIGA userfiles folder to build it. An example of its location in
Windows is C:\Tririga\userfiles\alt.
The index.html file allows you to quickly design and deploy your alternate sign-in page. It contains design elements that enable you to reuse the existing IBM TRIRIGA sign-in functionality.
The Readme.txt file contains further information about the template sign-in page and how to use it.
Setup and Configuration
Once you have designed your alternate sign-in page, you need to tell the system that an alternate signin page is available. Sign in to the Administrator Console and define the alternate sign-in properties in the TRIRIGAWEB.properties file. The Administrator Console is described in more detail in the IBM
TRIRIGA Application Platform 3 Administrator Console User Guide.
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To Specify Alternate Sign In Page in Administrator Console
Step 1
In the Managed Objects panel on the left side, select the radio button to the left of
System Manager.
System Manager information displays in the right panel.
Step 2
In the Property Files section, click Edit on the IBM TRIRIGA Web line.
Step 3
Set the ALTERNATE_RESOURCE_DIRECTORY property to the directory that contains your alternate sign-in page. For example, the folder C:/Tririga/userfiles/alt
Step 4
Set the ALTERNATE_INDEX_HTML property to the file name of your alternate sign-in page. This file must be located in the directory defined in the
ALTERNATE_RESOURCE_DIRECTORY
property. For example: index.html
Step 5
Scroll to the bottom of the right panel and click Save.
Step 6
Select Logout in the left panel.
The settings take effect when you restart your Application Server.
To place the Forgot Password link on the login page, setup the login page to allow password change requests as shown below:
To Specify a Sign In Page for Password Change Requests
Step 1
Setup password change to guest user.
Step 2
Set the user portal to "Global - Password Reset Landing Page".
Step 3
Edit forgotPassword-index.html and set PASSWORD_RESET_ACCOUNT_LOGIN to the user and the PASSWORD_RESET_ACCOUNT_LOGIN_PASSWORD to the password.
Step 4
Edit TRIRIGAWEB.properties, and set the ALTERNATE_LOGIN settings to point to the forgotPassword-index.html directory and file.
Sign In to IBM TRIRIGA
When you launch IBM TRIRIGA, the alternate sign-in page appears. If you face any issues with this procedure, you must restart your application server or clear your browser cache.
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2. IBM TRIRIGA Portal and Navigation
The IBM TRIRIGA portal is the central organizing element of the application user interface. All functionality in the product can be accessed through this interface. This chapter covers the components of the portal starting from the home page.
When a user signs in to the IBM TRIRIGA Application Platform, the first thing they see is their home page. A user can return to their home page at any time by clicking the Home menu item. The portal contains many elements that affect the user on a daily basis, as well as quick access to those items used most frequently. The following describes an example of a home page. Your home page might look different from the following example but the general appearance will be similar.
Welcome Bar – Including “Welcome, Paul Planner” (a Space Planner role), Sign Out, Sitemap,
Support, and Help links.
Company Logo – Including the “IBM TRIRIGA” company logo, Company|Project Toggle, and
Project Selector.
Menu Bar – Including the Home, My Reports, Requests, and many other first-level menu items.
Page Title Bar – Including the Home page title, Personalize link and My Bookmarks link.
Portal and Portal Sections – A Space Planner home portal, including the following portal sections: (1) Reminders – Space Planner, (2) Performance Metrics – Space Planner, (3) Related
Links – Space Planner, and (4) Portfolio – Supply/Demand.
Users in different roles use the IBM TRIRIGA application in different ways and need different portals.
For descriptions of the components of a portal, examples of the as-delivered IBM TRIRIGA portals and portal sections, menus, and navigation tips, see the Getting Started videos in the Media Library at https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM%20TRIRIGA1/page
/Media+Library . For descriptions of the user roles, go to the IBM TRIRIGA Knowledge Center and select
Getting started > Default user roles.
Any item selected in a menu is rendered in the content area. The user can choose to use standard browser controls to render the content in a new tab or new window. Using the browser controls is not equivalent to a pop out type of feature. The content opens in a new tab or new window but still contains the full IBM TRIRIGA window with its menu.
Switching the project context refreshes the main window, thus presenting a project-specific menu and home portal. The platform does not support managing multiple projects simultaneously within the same user session. The platform does not prevent a user from attempting to do this, but the user could run in to some undesirable behavior if they attempt this.
If a user views a form in the content area, a Cancel or Close action results in the user going “back” to the previous page.
Attention
– It is recommended that you only build applications when logged in as an
English user. If you choose to build applications on your own language, you will end up
© Copyright IBM Corporation 2011, 2014. 4
with bits of your native language among English on screen.
Portal Builder
Portals and portal sections are created and edited in the Portal Builder. The following sections describe how to use the Portal Builder. Assemble a library of portal sections before constructing your own portals.
Access the Portal Builder
Follow the steps to access the Portal Builder tool.
To Access the Portal Builder
Step 1
Select Portal Builder from the Tools > Builder Tools menu or from the Tools –
Application Builder portal section.
The system displays the Portal Builder page, which lists existing portals.
The actions on the top of the Portal Builder page are as follows:
Action
Add
Description
Add a new portal.
Edit
Copy
Delete
Edit the selected portal.
Create a portal containing the same portal configuration as the selected portal.
Delete the selected portal.
Search for a Portal
The Portal Builder page has a search tool to help you find a portal.
To Search for a Portal
Step 1
Type the desired search text for the name of the portal and press the Enter key. The filter uses the Contains operator to display the portals that meet the criterion entered.
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Portal Sections
Portal sections are the building blocks from which portals are constructed. Portal sections are displayed as encapsulated areas within a portal. IBM TRIRIGA ships hundreds of portal sections. These standard portal sections include system components that provide data and navigation help as well as action items, notifications, queries, adding a record, and viewing a record.
Portal sections are divided into two main categories: Portal section types you define and portal section types defined by the IBM TRIRIGA Application Platform.
The portal section types you can define are as follows:
Portal Section
Report
Description
Contains the results of any IBM TRIRIGA report, for example, graphic, chart, report, hierarchical.
Shows the contents of a specific URL. External
Scorecard Contains the result of a metric query measured against the data appropriate for the Workplace Performance Manager user role.
Displays a navigation collection of type Quick Links. Quick Links
Form – Record Add
Form - Record View
Shows a form for creating a record.
Displays an existing record using its form.
Portal sections that are defined by the internal logic of the IBM TRIRIGA Application Platform are
System portal sections. The following lists the System portal sections:
System Portal Section
sysActionItems sysLastVisited sysNotifications
Description
Contains a list of the action items waiting for an action by the logged-in user.
Contains the last places the user has opened in the system.
Displays a list of notifications that have been sent to the logged-in user and not deleted.
The Portal Sections Library is the part of the IBM TRIRIGA Application Platform used to create, edit, and manage portal sections. Use the Portal Sections Library to create your own portal sections by adding additional portal section content to reflect the needs of your organization.
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Access the Portal Sections Library
Follow the steps to access the Portal Sections Library.
To Access the Portal Sections Library
Step 1
The top part of the Portal Builder lists existing portals. Click Add to create a portal or select the radio button for a portal and click Edit to change an existing portal.
Creating and editing portals is described under Portals .
For purposes of illustration, the following discussion assumes that you have selected a portal to be edited.
Step 2
Scroll to the bottom of the Portal Editor page to find the Portal Sections Library section. Click Portal Sections Library.
The system collapses the Portal Properties section to display the list of existing portal sections to which you have security access in the Portal Sections Library section. From here you can add a new portal section, modify an existing portal section, or delete an existing portal section.
Search for a Portal Section
The Portal Builder page has tools to help you find a portal section based on its name, type, and/or heading. You can filter on any combination of these fields.
To Search for a Portal Section
Step 1
Type the desired search text in the Name, Type, and/or Header filter field and press the Enter key. The filters use the Contains operator to display the portal sections that meet the criteria entered.
Add a Portal Section
Follow these steps to add a portal section.
To Add a Portal Section
Step 1
Click the New action immediately below the Portal Sections Library section bar.
The system displays the Portal Section form.
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To Add a Portal Section
Step 2
Enter the following fields:
Name: This is the name used to identify the portal section in the Portal Sections
Library. This name must be unique.
Header: This text displays in the portal section’s section bar. It can be the same as or different from the Name.
Type: Use the drop-down list to identify the type of portal section you are adding.
Select from the following values:
Report
Contains the result of any type of IBM TRIRIGA report.
External
Scorecard
Quick Links
Shows the contents of an arbitrary URL.
Displays a scorecard.
Shows a Quick Links navigation collection.
Form – Record Add
Displays the form for creating a record.
Form – Record View
Displays an existing record through its form.
Step 3
Click Apply.
Step 4
Continue adding fields to describe the new portal section.
Tooltip: The text displayed when the user hovers over the section title or color.
Description: Enter descriptive information about the portal section.
Related Links: Reference a navigation collection from the Navigation Builder.
Header Color: The color of the text in the section’s header. If you do not choose a color (this is the default), the color will be the default color defined in the Style
Manager. To set a color, click the icon. The system displays a palette of colors.
To use the Basic tab, click the desired color.
The Advanced tab offers a Photoshop-like method of choosing the color. You have four ways to specify the color: By selecting the area to the left and the color spectrum in the middle; by entering the r, g, and b values directly; by entering the h, s, and v values directly; or by entering the hex value directly (do not forget to put the # in front of the hex value). If you are entering the values directly, you will need to click inside the color picker or press tab for the color to update.
When you are satisfied, click Apply.
With either method, once you have selected a color, the color palette disappears and a sample of the selected color appears to the left of the icon.
Header Font: Select the font for the header text.
Header Weight: Determines the style of the text in the header. Select from Bold,
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To Add a Portal Section
Italic
, or Regular.
Header Size: Select the font size for the header text.
Header Type: Select from None, Title, or Regular.
None
No header will appear at the top of the section
Title
There will be a header that has a background color that makes the header look like a title bar. This is the usual setting for this field.
Regular
The header will appear with the same background color as the rest of the section.
Border Color: The color of the portal section’s border. If no color is chosen (this is the default), the section’s border color will be the default color defined in the
Style Manager. To set a color, see the description above
.
Background Image: If an image is chosen in this field, it is used as the background image for the section. The background of the section will be tiled with this image.
Because the background is covered with the specified image, the background color is not visible when a background image is selected.
Click the Search icon to select an image for the background. This causes a dialog window to pop up in which you specify the name of a file containing an image. Click the Clear icon to select no background image (this is the default).
Scope: This field is not used and should be set to Company.
Auto Refresh: When selected, the contents of the portal section will be refreshed periodically with current data. How often this happens is determined by the value in the Refresh Time field.
Refresh Time: This field only appears when the Auto Refresh check box is checked. It contains the number of seconds that should pass between times that the system refreshes the content of the portal section.
The remaining fields depend on the value of Type.
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To Add a Portal Section
Step 5
When Type is Report, the Portal Section contains the following additional properties:
Query: Click the Search icon to select the IBM TRIRIGA report. The system displays all results of the query.
Show Query Actions: When checked, the portal section header contains the report’s actions. This is checked by default.
Hide Metric Filters: When checked and a metric query is selected, the portal section does not display metric query filters. The filters show if the user maximizes the portal section. This is not checked by default.
Max Records Displayed: Specifies the maximum number of records to be rendered in the portal section. 10 is the default value. If the value is set to 100 or more, at runtime the report section will render a view that will allow the user to do functions that can be done in a full report view, such as filter and export.
Show Query Header: When checked, the report header displays at the top of the section. For most reports, this should be checked. This is not checked by default.
Step 6
When Type is External, the Portal Section contains the following additional property:
Url: Enter the URL that will be opened and displayed in the portal section.
Note
– Only external http URLs, internal URLs and referencing
.htm and .html files can be used in the portal section
Auto Resize: When selected, the height of the portal section is adjusted to fit the content.
Step 7
When Type is Scorecard, the Portal Section contains the following additional property:
Scorecard: Either enter the name of the scorecard or click the Search icon and select from the choices.
Step 8
When Type is Quick Links, the Portal Section contains the following additional properties:
Large View-Includes Icons: When selected, the portal section renders with icons for the link items. This is not selected by default.
Small View-Does not Include Icons: When selected, the portal section renders without the icons for the link items. This is selected by default.
Quick Links Collection: Select the navigation collection to be displayed in this field. The drop-down list only displays navigation collections of type Quick Links.
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To Add a Portal Section
Step 9
When Type is Form – Record Add, the Portal Section contains the following additional properties:
Module: Select the module to be used to create the added record.
Form: Select the form to be used to create the added record.
Pre-Create Workflow: The workflow selected here will be executed before the system creates the record.
Step 10
When Type is Form – Record View, the Portal Section contains the following additional property:
Query: Click the Search icon to select the IBM TRIRIGA report. The system displays the first result returned by the query selected through the record form.
Step 11
Click OK when the information about the new portal section is complete.
Modify a Portal Section
Follow these steps to modify a portal section.
To Modify a Portal Section
Step 1
Select the radio button for the portal section and click the Edit action immediately below the Portal Sections Library section bar.
Step 1
Update the portal section fields and click OK.
Delete a Portal Section
Follow these steps to delete a portal section.
To Delete a Portal Section
Step 1
Select the radio button for the portal section and click the Delete action immediately below the Portal Sections Library section bar.
Note
– When you click Delete, the system checks to see whether the portal section is used in any portal. If it is, you will be asked to remove the portal section from the portals before deleting.
Note
– If the portal section is a System portal section, the system displays an advisory message and does not delete the portal section.
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Portals
Use the Portal Builder tool to describe the layout of portal sections in a portal. IBM TRIRIGA ships more than 100 standard portals. These standard portals are set up for many of the roles present in your organization. Use the Portal Builder to create additional portals or to modify existing ones to suit the needs of your company.
Tip
– If you are planning to add a new portal or change an existing one, first make sure that the components you need are ready in the Portal Sections Library.
Use the Portal Builder to create portals, as described below. The top part of the Portal Builder page lists existing portals. The Portal Sections Library contains portal sections available to be put into a portal. From here you can add a new portal, modify an existing portal, copy an existing portal, or delete an existing portal.
Add a Portal
Follow the steps to add a portal.
To Add a Portal
Step 1
To create a portal, click Add.
The system displays the Portal Builder page. You will use the Portal Properties section on the left side to define the portal. As you use the Portal Sections Library (also on the left side) to add portal sections to the portal, the system displays a mockup of each portal section in the Portal Layout tab on the right side. As you use the Portal
Sections Library to define portal sections that a user can add to their portal with the personalization process, the system displays the list of selected portal sections in the
Related Portal Sections tab on the right side.
Step 2
In the Portal Properties section, specify the following fields:
Name: This is the name used to identify the portal in the Portal Builder. This name must be unique.
Label: This text displays in the portal menu bar.
Description: Describe the purpose of the portal.
Layout: Defines the overall structure of the portal. The values in the drop-down list follow:
One
The portal will be one panel wide and look like the mockup to the right.
Two Equal
The portal will have two vertical panels of equal size and look like the mockup to the right.
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To Add a Portal
Two 30/70
The portal will have two vertical panels and look like the mockup to the right. The left panel will consume
30% of the portal. The right panel will consume 70% of the portal. This is the default.
Three Equal
The portal will have three vertical panels of equal size and look like the mockup to the right.
Three
20/60/20
The portal will have three vertical panels and look like the mockup to the right. The left panel will consume 20% of the portal. The middle panel will consume 60% of the portal. The right panel will consume 20% of the portal.
Step 3
Click Save.
Step 4
Click OK.
Step 5
Scroll to the bottom of the Portal Builder page. Click Portal Sections Library. The system collapses the Portal Properties section to display the list of existing portal sections in the Portal Sections Library section.
Step 6
Select the check box of the portal section you wish to add to the portal and click Add
to Portal.
The system displays the portal section in the Portal Layout tab on the right side.
Step 7
If you want the portal section to be collapsed by default in a portal, select the
Collapsed By Default check box in the portal section in the Portal Layout tab.
Step 8
Continue adding portal sections. Click Save.
Step 9
You can rearrange portal sections in the Portal Layout tab by selecting the section bar of a section and dragging the section to a different location. For example, you could start with this:
Upper Left: Moves by Building
Lower Left: Application Builder
Upper Right: Moves By Day For The Next Week
Lower Right: Application Administration
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To Add a Portal
and rearrange to meet your design goal, perhaps like this:
Upper Left: Application Builder
Lower Left: Application Administration
Upper Right: Moves By Day For The Next Week
Lower Right: Moves by Building
Step 10
To remove a portal section from the Portal Layout tab, click the Clear icon in the section bar of the portal section. This does not remove the portal section from the
Portal Sections Library.
Step 11
You can adjust the layout of the portal by clicking the Portal Properties section bar
and selecting a different value for layout
.
Step 12
To include portal sections that a user might wish to add to the portal during personalization, select the Related Portal Sections tab.
Tip
– For information about how to personalize portals, see the Getting
Started videos in the Media Library at https://www.ibm.com/developerworks/community/wikis/home?lang=en
#!/wiki/IBM%20TRIRIGA1/page/Media+Library .
Step 13
Scroll to the bottom of the Portal Editor page. Click Portal Sections Library.
Step 14
The system displays a list of available portal sections. Select the check box of the portal section you wish to add to the Related Portal Sections and click Add to Related
Portal Sections List.
Step 15
The system adds the portal section to the list in the Related Portal Sections tab.
Step 16
Continue adding portal sections to the Related Portal Sections tab.
Step 17
To remove a portal section from the Related Portal Sections list, select its check box and click Delete.
Step 18
When your new portal is complete, click Save & Close.
Step 19
Click OK. This returns you to the Portal Builder page.
Modify a Portal
Follow the steps to modify a portal.
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To Modify a Portal
Step 1
Select the check box for the portal and click Edit.
Step 2
The system displays the Portal Builder page. Change the Portal Properties, Portal
Layout tab, and/or Related Portal Sections tab. When you have finished, click Save or
Save & Close.
Attention –
changes.
If you do not click Save or Save & Close, you will lose your
Step 3
Click OK.
Copy a Portal
Follow the steps to copy a portal.
To Copy a Portal
Step 1
Select the check box of the source portal and click Copy.
Step 2
The system displays the Copy Portal form. Enter the New Portal Name and click Save.
Step 3
The new portal now shows in the portals page.
Delete a Portal
Follow the steps to delete a portal.
To Delete a Portal
Step 1
Select the portal’s check box and click Delete.
Step 2
Click OK in the delete confirmation window.
Navigation Builder
The Navigation Builder tool manages portal navigation. Several key concepts follow:
A Navigation Collection is a hierarchical structure that contains navigation items. It displays one or many navigation items in a hierarchical structure. A navigation collection can be used as a menu, a quick links portal section, or related links. It can be associated with multiple users and can be invoked from more than one place.
A Navigation Item is an element of a navigation collection. A navigation item can be referenced from multiple navigation collections.
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A Navigation Target is IBM TRIRIGA content or external content that can be navigated to.
Examples of navigation targets are forms, query master/detail displays, scorecards, the Data
Modeler, and an external URL.
Create and edit menu and navigation items in the Navigation Builder.
Access the Navigation Builder
Follow the steps to access the Navigation Builder tool.
Edit
Copy
To Access the Navigation Builder
Step 1
Select Navigation Builder from the Tools > Builder Tools menu or from the Tools –
Application Builder portal section.
The system displays the Navigation Builder page. The items on the page are navigation collections, which span through more than one page that the user has to browse through. Those pages show each navigation collection name, label, description, and type. From here you can add a navigation collection, modify an existing navigation collection, copy an existing navigation collection, or delete an existing navigation collection.
The actions on the top of the Navigation Builder page are as follows:
Action
Add
Description
Add a navigation collection.
Delete
Edit the selected navigation collection.
Create a navigation collection containing the same navigation items as the selected navigation collection.
Delete the selected navigation collection.
Search for a Navigation Collection
The Navigation Builder page has tools to help you find a navigation collection based on its name, label, description, and/or type. You can filter on any combination of these fields.
To Search for a Navigation Collection
Step 1
Enter the desired search text in the Name, Label, Description or Type filter fields.
The filters use the Contains operator to display the navigation collections that meet the criteria entered.
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Navigation Collections
A navigation collection is a hierarchical structure that contains navigation items; it displays navigation items in a hierarchical structure. A navigation collection can be used as a menu, a quick links portal section, or related links portal section. It can be associated with multiple users and can be invoked from more than one place.
Add a Navigation Collection
Follow the steps to create a navigation collection.
To Add a Navigation Collection
Step 1
Click Add.
The system displays the New Navigation Collection page. You will use the Navigation
Collection Properties section on the left side to define the navigation collection.
Step 2
In the Navigation Collection Properties section, specify the following fields:
Name: The system name for the navigation collection. This must be unique.
Label: The display label for the navigation collection.
Step 3
Continue specifying the following fields:
Description: An explanation of the navigation collection.
Help Text: Provides instructional text.
Step 4
Select a value from the Type drop-down box. Select from the following values:
Menu
The navigation collection is intended for use as a primary menu.
Quick Links
The navigation collection contains links intended for use in a
Quick Links portal section. Refer to the discussion of portal sections
elsewhere in this user guide.
Related Links
The navigation collection contains links intended for use in any portal section type. The
Related Links property in the portal
section form associates a related links navigation collection to a portal section.
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To Add a Navigation Collection
Step 5
A new navigation collection requires at least one navigation item before the system will save it. To display existing navigation items, scroll to the bottom of the navigation collection configuration page and click Navigation Items Library.
Attention –
The system discards your work if you click Save & Close before you add at least one navigation item to a new navigation collection.
The system collapses the Navigation Collection Properties section to display the list of existing navigation items in the Navigation Items Library section. In addition to selecting a navigation item for this navigation collection, from here you can add a new navigation item, modify an existing navigation item, copy an existing navigation item, or delete an existing navigation item.
Step 6
Click the navigation item to select it. Click Add to collection.
The system adds the selected navigation item to the Navigation Items tab on the right side of the page.
Step 7
Click Save to create the navigation collection.
Step 8
Click OK in the confirmation message.
The system makes the following validations to ensure that the number of levels of navigation is within the maximum for its type:
If Type is Menu, the navigation collection cannot have more than four levels of navigation.
If Type is Quick Links, the navigation collection cannot have more than two levels of navigation.
If Type is Related Links, the navigation collection cannot have more than one level of navigation.
The actions on the top of the navigation collection page are as follows:
Description Action
Save
Save & Close
Saves current changes to the navigation collection. You can continue editing the navigation collection properties.
Saves current changes to the navigation collection, closes the navigation collection properties editor, and displays the list of navigation collections.
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Action
Group Overrides
Cancel
Description
Presents the Group Overrides Editor where you can specify Groupspecific overrides. More details on the Group specific overrides are provided under
Displays a confirmation window asking you to verify the action prior to abandoning changes made since the last save. When you confirm, the system displays the list of navigation collections.
Modify a Navigation Collection
Follow these steps to modify a navigation collection.
To Modify a Navigation Collection
Step 1
Select the navigation collection. The navigation collection highlights when clicked.
Click Edit.
The system displays the navigation collection configuration page.
Step 2
Update the navigation collection.
Step 3
Click Save or Save & Close.
Step 4
Click OK in the confirmation message.
The system makes the following validations to ensure that the number of levels of navigation is within the maximum for its type:
If Type is Menu, the navigation collection cannot have more than four levels of navigation.
If Type is Quick Links, the navigation collection cannot have more than two levels of navigation.
If Type is Related Links, the navigation collection cannot have more than one level of navigation.
Copy a Navigation Collection
Follow these steps to copy a navigation collection.
To Copy a Navigation Collection
Step 1
Select the navigation collection. The navigation collection highlights when clicked.
Click Copy.
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To Copy a Navigation Collection
Step 2
Enter the navigation name in the Copy form.
Step 3
Click Save.
The system creates the copy and lists it as the first item in the navigation collection list. The system sorts the list the next time.
Delete a Navigation Collection
Follow these steps to delete a navigation collection.
To Delete a Navigation Collection
Step 1
Select the navigation collection. The navigation collection highlights when clicked.
Click Delete.
Step 2
Click OK in the delete confirmation window.
Group Overrides
The purpose of Group Overrides is to provide a mechanism for excluding a navigation item from a navigation collection or for changing a navigation item to have a group-specific target.
Access Group Overrides
Follow the steps to access group overrides for a navigation collection.
To Access Group Overrides for a Navigation Collection
Step 1
In the Navigation Builder, select and edit the navigation collection. Click Group
Overrides.
The system displays the Group Overrides tab.
Hide a Navigation Item from a Group
Follow the steps to hide a navigation item in a navigation collection from a group.
To Hide a Navigation Item from a Group
Step 1
Select the security group to be prevented from seeing the navigation item from the
Security Group drop-down list.
20 © Copyright IBM Corporation 2011, 2014.
To Hide a Navigation Item from a Group
Step 2
Select the Hide From Group check box for each navigation item to be hidden from the selected group. If an item is hidden from a group, its target type no longer applies and the system does not allow it to be changed.
Step 3
Click Save or Save & Close.
Step 4
Click OK in the confirmation message.
Change a Navigation Item to Have a Group-Specific Target
Follow the steps to change a navigation item in a navigation collection so that its target is different for a specific security group.
To Give a Navigation Item a Group-Specific Target
Step 1
Select the security group to receive a group-specific target from the Security Group drop-down list.
Step 2
Select the navigation item in the hierarchy tree where you want to set a new navigation target for the security group selected. The navigation item highlights when clicked.
Step 3
Click Edit in the Group Overrides tab.
The system displays the Group Overrides Editor.
Step 4
Set the new target type in the Group Target Details section.
Select the Hide From Group check box as appropriate. For a description of this field, see the
Hide a Navigation Item from a Group
discussion in this guide.
Step 5
Click Save & Close in the Group Overrides Editor.
Step 6
Click OK in the confirmation message.
Navigation Items
Navigation items are the building blocks from which navigation collections are constructed. A navigation item can be referenced from many navigation collections. Navigation items can be created, edited, copied, and deleted from the Navigation Items Library within the Navigation Builder.
Access the Navigation Items Library
Follow the steps to access the Navigation Items Library.
21 © Copyright IBM Corporation 2011, 2014.
To Access the Navigation Items Library
Step 1
The Navigation Builder lists existing navigation collections. Click Add to create a navigation collection or select a navigation collection and click Edit to change an existing navigation collection. Creating and editing navigation collections is described
under Navigation Collections .
For purposes of illustration, the following discussion assumes that you have selected a navigation collection to be edited.
Step 2
Scroll to the bottom of the page to find the Navigation Items Library section. Click
Navigation Items Library.
The system collapses the Navigation Collection Properties section to display the list of existing navigation items to which you have security access in the Navigation Items
Library section. The display is sorted by target type. From here you can add a new navigation item or modify, copy, or delete an existing navigation item.
Search for a Navigation Item
The Navigation Builder page has tools to help you find a navigation item.
To Search for a Navigation Item
Step 1
Enter the desired search text in the Name, Label, or Target Name filter fields. The filters use the Contains operator to display the navigation items that meet the criteria entered.
Step 2
The search filter for Target Type is a drop-down list with the navigation item types listed as options. Select from the following values: Builder, Call Center,
Document Management
, External Url, Master/Detail Default Query,
Master/Detail Hierarchy
, Master/Detail Query, My Calendar, My
Profile
, My Timesheet, Portal, Record Add, Record Open, Report, and
Scorecard
.
Step 3
Select a Target Type from the list. The system displays the navigation items of that type.
Add a Navigation Item
Follow these steps to create a navigation item in the Navigation Items Library.
To Add a Navigation Item
Step 1
Click Add (immediately below the Navigation Items Library section bar).
The system displays the Navigation Item Editor.
© Copyright IBM Corporation 2011, 2014. 22
To Add a Navigation Item
Step 2
Enter the following fields in the Item Details section:
Name: The system name for the navigation item. This must be unique.
Label: This text displays to the user if not a dynamic label. If a dynamic label, this text displays to the user until the dynamic label values are fetched and displayed.
Navigation item labels are trimmed when saved to facilitate label translation.
Step 3
Click Save.
Step 4
Click OK.
Step 5
Continue adding fields in the Item Details section.
Help Text: Instructional text displayed to the user.
Visible in Sitemap only: Select this check box if this navigation item should not be visible in the menu. The navigation item will remain visible in the user’s sitemap and when incorporated to a portal section, though. If this navigation item has a dynamic label, only the static portion of the label displays in the sitemap.
Dynamic Label: Select this check box if the label for the navigation item is to be dynamic. A dynamic label contains three parts: an optional prefix, the result of a query, and an optional suffix.
When you check the Dynamic Label check box, the system adds the Default Query
Label section to the Navigation Item Editor display. Use this section to specify the elements comprising the dynamic label.
Step 6
First, identify the query:
Module: Select the module from the drop-down list. The list contains modules to which you have security access.
Business Object: Select the business object from the drop-down list. The list contains business objects in the selected module to which you have security access.
Report: Select the report to be run to obtain the dynamic result value to be displayed in the dynamic label. If the report selected is a metric query, the result is the count and the display is the metric threshold icon. For all other reports, the expected result is a number and the display is that number.
Step 7
If you selected the Dynamic Label check box, specify the text to appear before or after the dynamic label query results.
Prefix: Text that displays before the dynamic label query results. Optional.
Suffix: Text that displays after the dynamic label query results. Optional.
23 © Copyright IBM Corporation 2011, 2014.
To Add a Navigation Item
Step 8
An icon specified in the Icon Details section displays in front of the navigation item’s label.
Icon Selector: Browse to identify the file to be used as the navigation item’s icon.
The icon should be stored in the \userfiles\images directory of the IBM
TRIRIGA install.
Step 9
Select Upload Icon.
The system uploads the icon file and displays a Preview of the image and the system name of the file in Icon.
Select Clear Icon to clear the information in the Icon Details section.
Step 10
The Target Details section specifies the default or group target. Start by selecting the
Target Type from the drop-down list. Select from the following values: Builder,
Call Center
, Document Management, External Url, Master/Detail
Default Query
, Master/Detail Hierarchy, Master/Detail Query, My
Calendar
, My Profile, My Timesheet, Portal, Record Add, Record Open,
Report
, and Scorecard.
When you select a value for Target Type, the system expands the Target Details section to include properties appropriate for the Target Type selected. The expanded
Target Details section includes Target Title, which is displayed to the user.
Step 11
When Target Type is Builder, the Target Details section contains the following additional property:
Builder: Select a builder from the drop-down list. Choose from the following values: Association Manager, Currency Conversion, Data Integrator,
Data Modeler
, Label Manager, License Manager, List Manager,
Navigation Builder
, Object Migration, Portal Builder, Report
(Query) Manager
, Scorecard Builder, Style Manager, State Family
Manager
, and Workflow Builder.
Step 12
When Target Type is Call Center, the Target Details section also displays the
Target Title field.
Step 13
When Target Type is Document Management, the Target Details section also displays the Target Title field.
Step 14
When Target Type is External Url, the Target Details section also displays the
Target Title field and contains the following additional property:
External Url: Enter the complete URL, including http:// or https://.
24 © Copyright IBM Corporation 2011, 2014.
To Add a Navigation Item
Step 15
When Target Type is Master/Detail Default Query, the Target Details section contains the following additional sections and properties.
In the Form section, identify the Module and Form.
In the Form Properties section, select the Show Related Reports check box to allow the user to view the reports related to the select form.
In the Default Query Columns section, select the columns to display for the form by clicking the check boxes for Name, Updated Date, Created Date, Control
Number, and Image.
In the Actions section, the system displays the actions for the selected form. You can add, edit, delete, move up, or move down an action.
Step 16
When Target Type is Master/Detail Hierarchy, the Target Details section contains the following additional sections and properties.
In the Target Details section, select the Modify Hierarchy check box if the user is allowed to change the hierarchy from this navigation item and select the
Hierarchy from the drop-down list.
In the Query section, identify the optional query associated with this hierarchy.
Select Module, Business Object, and Report from the drop-down lists.
In the Special Views section, the system displays the Special Views defined for the selected hierarchy. You can add, edit, or delete from the list.
Step 17
When Target Type is Master/Detail Query, the query results display in a master/detail format. The Target Details section contains the following additional sections and properties.
In the Target Name section, identify the query. Select Module, Business Object, and Report from the drop-down lists.
In the Form section, specify an optional form to use for the query display. Select the Module and Form from the drop-down lists.
Step 18
When Target Type is My Calendar, the Target Details section also displays the
Target Title field.
Step 19
When Target Type is My Profile, the Target Details section also displays the Target
Title field.
25 © Copyright IBM Corporation 2011, 2014.
To Add a Navigation Item
Step 20
When Target Type is My Timesheet, the Target Details section also displays the
Target Title field.
Step 21
When Target Type is Portal, the Target Details section also displays the Target Title field and contains the following additional property:
Portal: Select the portal from the drop-down list.
Step 22
When Target Type is Record Add, the Target Details section contains the following additional sections and properties.
In the Target Name section, identify the Module and Form to be used to add the record. Select from the drop-down lists.
In the Pre-Create Workflow section, identify the optional workflow to run before the form displays. Select Module, Business Object, and Report from the dropdown lists.
Step 23
When Target Type is Record Open, the Target Details section contains the following additional section and properties.
In the Target Name section, identify the Module, Business Object, and Report to be used to view the record. Select from the drop-down lists. The first result returned by the report displays in the target viewing area.
Step 24
When Target Type is Report, the Target Details section contains the following additional section and properties.
In the Target Name section, identify the Module, Business Object, and Report to be displayed. Select from the drop-down lists.
Step 25
When Target Type is Scorecard, the Target Details section contains the following additional properties:
Scorecard: Identify the scorecard from the drop-down list.
Default Report: The report used as the query in the three panels of the scorecard.
Step 26
The Where Used section lists the navigation collections that currently reference this navigation item.
Step 27
Click Save & Close when the information about the new navigation item is complete.
Modify a Navigation Item
Follow these steps to change an existing navigation item in the Navigation Items Library.
26 © Copyright IBM Corporation 2011, 2014.
To Modify a Navigation Item
Step 1
Select the navigation item. The navigation item highlights when clicked. Click Edit.
Step 2
The system displays the Navigation Item Editor.
Step 3
Update the navigation item fields and click Save & Close.
Step 4
Click OK in the confirmation message.
Copy a Navigation Item
Follow these steps to copy a navigation item in the Navigation Items Library. If you copy a navigation item that has child items, the child items are not copied to the new navigation item. A navigation collection is the only entity that maintains navigation structure.
To Copy a Navigation Item
Step 1
Select the navigation item. The navigation item highlights when clicked. Click Copy.
Step 2
Enter the New Navigation Item Name in the Copy Navigation Item form.
Step 3
Click Save.
The system creates the copy and lists it in the navigation item list.
Delete a Navigation Item
Follow these steps to delete a navigation item from the Navigation Items Library.
To Delete a Navigation Item
Step 1
Select the navigation item. The navigation item highlights when clicked. Click Delete.
Step 2
Click OK in the confirmation message.
Note
– Deleting a navigation item from the Navigation Items Library deletes it from all navigation collections. However, if you try to delete a navigation item that has child items in a navigation collection, the system displays an advisory message and does not delete the navigation item.
Add a Navigation Item to a Navigation Collection
Follow these steps to add a navigation item to a navigation collection.
27 © Copyright IBM Corporation 2011, 2014.
To Add a Navigation Item to a Navigation Collection
Step 1
Select the navigation item. The navigation item highlights when clicked. Click Add to
collection.
The system adds the navigation collection to the bottom of the Navigation Items tab.
Step 2
Click Save or Save & Close when the Navigation Items tab is complete.
The system makes the following validations to ensure that the number of levels of navigation is within the maximum for its type:
If Type is Menu, the navigation collection cannot have more than four levels of navigation.
If Type is Quick Links, the navigation collection cannot have more than two levels of navigation.
If Type is Related Links, the navigation collection cannot have more than one level of navigation.
Change the Arrangement of Navigation Items in a Navigation Collection
Follow these steps to change the arrangement of navigation items in a navigation collection.
To Change the Arrangement of Navigation Items in a Navigation Collection
Step 1
To change the position of the navigation item in the navigation items list, select the navigation item and drag it to the desired position. Use this method to build lists of navigation items and/or hierarchies of navigation items.
Step 2
Click Save or Save & Close when the Navigation Items tab is complete.
The system makes the following validations to ensure that the number of levels of navigation is within the maximum for its type:
If Type is Menu, the navigation collection cannot have more than four levels of navigation.
If Type is Quick Links, the navigation collection cannot have more than two levels of navigation.
If Type is Related Links, the navigation collection cannot have more than one level of navigation.
Remove a Navigation Item from a Navigation Collection
Follow these steps to delete a navigation item in a navigation collection.
28 © Copyright IBM Corporation 2011, 2014.
To Remove a Navigation Item from a Navigation Collection
Step 1
Click the navigation item you want to remove from the navigation collection. Click
Remove. This only removes the navigation item from the navigation collection. The navigation item remains in the Navigation Items Library.
Step 2
Click Save or Save & Close when the Navigation Items tab is complete.
The system makes the following validations to ensure that the number of levels of navigation is within the maximum for its type:
If Type is Menu, the navigation collection cannot have more than four levels of navigation.
If Type is Quick Links, the navigation collection cannot have more than two levels of navigation.
If Type is Related Links, the navigation collection cannot have more than one level of navigation.
Create a Navigation Item from the Navigation Items Tab
Follow these steps to create a navigation item while working in a navigation collection’s Navigation
Items tab.
To Create a Navigation Item while in the Navigation Items Tab
Step 1
Click Edit in the Navigation Items tab.
The system displays the Navigation Item Editor, which is described under Add a
.
Step 2
Click Save or Save & Close when the Navigation Items tab is complete.
The system makes the following validations to ensure that the number of levels of navigation is within the maximum for its type:
If Type is Menu, the navigation collection cannot have more than four levels of navigation.
If Type is Quick Links, the navigation collection cannot have more than two levels of navigation.
If Type is Related Links, the navigation collection cannot have more than one level of navigation.
29 © Copyright IBM Corporation 2011, 2014.
Example
Create a Course Management Portal Section to Access a Course Form
To Create the Course Management Portal Section
Step 1
From Tools > Builder Tools, open the Navigation Builder.
Step 2
To add a new navigation collection, click Add.
Step 3
The new navigation collection page opens.
Enter the Name: cstCourseManagement – Quick Links – Course
Management
Enter the Label: Course Management
Select the Type: Quick Links
When you are finished, click Save.
Step 4
Next, click Navigation Items Library at the bottom left of the page.
Step 5
Click Add to create a navigation item.
Step 6
Next:
Enter the Name: cstMaster Detail – Courses
Enter the Label: Courses
Step 7
Then:
Select Target Type: Master/Detail Default Query
Enter Target Title: Courses
Select Module: cstCourseManagement
Select Form: cstCourse
Under Default Query Columns select: Name, Control Number, and Updated date
Step 8
Under Actions, click Add.
Step 9
In the window:
Select Action Type: System Add
Enter Action Name: Add
Enter Action Label: Add
Click Save to add the action to the navigation item.
Repeat for System Delete.
© Copyright IBM Corporation 2011, 2014. 30
To Create the Course Management Portal Section
Step 10
Save & Close the navigation item at the top of the Navigation Item Editor.
Step 11
In the Navigation Items Library:
Filter the Library by Name: Courses
Select the item we created by clicking it.
Click Add to Collection.
Click Save & Close located above the Navigation Collection Properties.
Step 12
The Course Management navigation collection appears in the Navigation Builder list.
From Tools > Builder Tools, open the Portal Builder to create the portal section.
Step 13
Select the Portfolio Landing Page and click Edit.
Step 14
Click Portal Sections Library in the bottom left hand corner.
Step 15
Click New to create a portal section.
Step 16
In the Portal Section form:
Enter the Name: Course Management – Portfolio Landing Page
Enter the Header: Course Management
Step 17
Further down the form:
Select Type: Quick Links
For Quick Links Collection, pick the cstPortfolio – Quick Links –
Course Management
collection we created earlier.
Step 18
Click OK to save and close the portal section.
Step 19
Select the newly created portal section and click Add To Portal to add it to the
Portfolio page.
Step 20
Click Save & Close to apply all of your changes.
Note
– You may need to sign out and sign back in for the changes to take effect.
Step 21
Click the Portfolio menu item to go the Portfolio page.
Step 22
Click Courses to go to the results page.
31 © Copyright IBM Corporation 2011, 2014.
To Create the Course Management Portal Section
Step 23
Finally:
Click Add to create a Course record.
Enter the details of the record and click Create Draft to save the new record.
© Copyright IBM Corporation 2011, 2014. 32
3. Brand with Colors and Logos
This chapter describes how to brand the IBM TRIRIGA portal and applications with your logos and colors. The Style Manager tool tailors the portal’s appearance so it is unique and specific to your organization’s standards. Using the Style Manager, you can change the visual components for portals, managers, wizards, IBM TRIRIGA Objects, Form Styles, and Rich Text Editor Styles. First this chapter discusses how to use the Style Manager tool. Then it gives specific branding examples, including how to customize the portal banner.
Access the Style Manager
Follow the steps to access the Style Manager.
To Access the Style Manager
Step 1
To access the Style Manager tool, select Style Manager from the Tools >
Administration menu or from the Utilities portal section.
The components that can be customized from the Style Manager are listed on the action bar: Portal, Manager, Wizard, IBM TRIRIGA Objects, Form Styles, and Rich
Text Editor Styles.
The list in the Visual Components section changes depending on the selection made on the action bar.
Step 2
To select a Visual Component, click the radio button to the left of the name.
The display in the rest of the Style Manager changes depending on the selection made on the action bar and in the Visual Components section.
Step 3
Click a color in the color palette at the top to adjust the color for the selected component. You also can use the RGB color values or HEX value to the right of the color palette to define the color.
To preview a color change, click Use Value and the color displays in the right panel.
The current target for the color change displays next to the color palette.
Step 4
When you are finished adjusting the portal appearance, click Save.
Step 5
Should you wish to return to the system default portal appearance, click Import (as described under
33 © Copyright IBM Corporation 2011, 2014.
Tailor Application Components
To customize the colors of the application components, access the Style Manager as described under
.
To Tailor Application Components
Step 1
Click the name of the component you wish to customize on the action bar:
Portal
Manager
Wizard
IBM TRIRIGA Objects
Form Styles
Rich Text Editor Styles
Step 2
In the Visual Components section, click the radio button to the left of the visual component you wish to change.
Note
– If a radio button is gray, the style cannot be changed for that component.
Step 3
Make your changes.
The changes show in the preview panel of the page.
Tip
– One way to view the change from IBM TRIRIGA Objects is to toggle between View Color Banner and View GIF Banner.
Step 4
You can return to the default portal styles at any time by clicking Import (as described under
Step 5
When you have completed your changes, click Save.
Note
– To view the changes made, first sign out of the application. The changes will show the next time you sign in.
34 © Copyright IBM Corporation 2011, 2014.
Style Sheets
For some applications, you may want certain fields, sections, or tabs to be presented differently from others. You may want some fields to present data with a different font or other fields to have a label that is a different color. You may want some sections to have a different colored title bar. If you do want to do such things, you will want to do them not just in one form, but consistently throughout your application.
The IBM TRIRIGA Application Platform provides a way to do this in the form of style sheets. Fields have a property named Label Style Class that can determine the appearance of the field label. Fields also have a property named Data Style Class that can determine the appearance of the field data. Sections and tabs have a property named Style Class that determines their appearance.
To view, edit, delete, or create style sheets, use a tool named the Style Sheet Editor.
Note
– Section Style must only be used to style section elements such as background color, border color, and width. Labels contained inside the section must be styled using the
Label style class, where attributes related to fonts, such as font weight, size, and style, can be specified.
Access the Style Sheet Editor
Follow the steps to access the Style Sheet Editor.
To Access the Style Sheet Editor
Step 1
Select Style Sheet Editor.
The system displays the Style Sheet Editor form.
The left side of the Style Sheet Editor contains a list of the defined style sheets.
The Style Name column shows the names of the style sheets. The Type column shows the type of style sheet. The type of a style sheet determines whether the style sheet will apply to a tab, section, or field. The middle of the form shows the style properties. The right side of the form shows a sample.
Step 2
You can view the properties of a style sheet by selecting the radio button next to its name.
35 © Copyright IBM Corporation 2011, 2014.
The three actions in the section bar on the left side of the Style Sheet Editor are as follows:
Action
ADD
EDIT
DELETE
Description
To create a style sheet, click ADD and edit the new style sheet in the middle of the Style Sheet Editor. When done, click SAVE at the top of the Style Sheet Editor.
To modify an existing style sheet, select the radio button next to the style sheet name and click EDIT. Edit the style sheet in the middle of the Style Sheet Editor. When done, click SAVE at the top of the Style
Sheet Editor.
To delete a style sheet, select the radio button next to the style sheet name and click DELETE.
Create/Modify a Style Sheet
Whether a style sheet is for a tab, section, or field, its properties are shown in the middle of the Style
Sheet Editor. Not all of the properties apply to all kinds of style sheets.
Follow these steps to create or modify a style sheet:
To Create/Modify a Style Sheet
Step 1
Enter/update the fields at the top:
Name: The name of the style sheet. You are required to fill this in when you are creating a style sheet. This property is read-only when you are editing an existing style sheet.
Type: The type of style sheet. This property is read-only when you are editing an existing style sheet. Select from the following values in the drop-down list:
Tab
Indicates that this style is to be applied to tabs.
Section
Indicates that this style is to be applied to sections.
Field
Indicates that this style is to be applied to field labels or field data.
36 © Copyright IBM Corporation 2011, 2014.
To Create/Modify a Style Sheet
Step 2
Enter/update the fields in the Property section:
Background Color: Sets the background color.
There are several different ways to set the value of this property: o
Enter the red, green, and blue values in the Hex field as one combined 24 bit hexadecimal value. Do not forget to put a # in front of the hex value. o
Enter individual red, green, and blue values in the range 0-255 in the R, G, and B fields. o
Click the icon. The system displays a palette of colors.
To use the Basic tab, click the desired color.
The Advanced tab offers a Photoshop-like method of choosing the color. You have four ways to specify the color: By selecting the area to the left and the color spectrum in the middle; by entering the r, g, and b values directly; by entering the h, s, and v values directly; or by entering the hex value directly
(do not forget to put the # in front of the hex value). If you are entering the values directly, you will need to click inside the color picker or press tab for the color to update. When you are satisfied, click Apply.
With each method, once you have selected a color, the color palette disappears and a sample of the selected color appears to the left of the icon.
Step 3
Enter/update the fields in the Box Properties section:
Border Width: Determines the width of a border. Select from these values:
Thick
, Medium, Thin.
Border Style: Determines the style of a border. The possible values for this property follow: none, dotted, dashed, solid, double, groove, ridge, insert
, outset.
Border Color: The color for the border. The ways to set the value of this property are discussed
Border-Spacing: Controls how much space is between grid cells. Select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
Border Collapse: Determines if the borders in a tab or section are separated by some space or collapsed against each other. The possible values for this property are collapse (the default) or separate.
Margin-Bottom: Controls the distance between the bottom of the content area and the bottom of the border. You can select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
Margin-Left: Controls the distance between the left side of the content area and the left side of the border. You can select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
37 © Copyright IBM Corporation 2011, 2014.
To Create/Modify a Style Sheet
Margin-Right: Controls the distance between the right side of the content area and the right side of the border. You can select a specific value, for example,
7em
, or you can select auto, in which case the value is determined automatically.
Margin-Top: Controls the distance between the top of the content area and the top of the border. You can select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
Padding-Bottom: Controls the distance between the bottom of the border and the bottom of the grid cell. You can select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
Padding-Left: Controls the distance between the left side of the border and the left side of the grid cell. You can select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
Padding-Right: Controls the distance between the right side of the border and the right side of the grid cell. You can select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
Padding-Top: Controls the distance between the bottom of the border and the bottom of the grid cell. You can select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
Step 4
Enter/update the fields in the Font Properties section:
Font Style: Determines the style of characters used. The possible values are: normal
, italic, oblique.
Font Weight: Determines the thickness of characters. The possible values for this property are: normal, bold, bolder, lighter, and numeric values.
Font Variant: Specifies the use of a variant form of the font. The possible values are: normal, small-caps.
Font Size: Determines the size of the font used. The possible values are numbers from 8 to 18.
Font Color: Determines the color used to render the font. The ways to set the value of this property are discussed
Font Family: Determines the font. There are numerous values from which to choose.
38 © Copyright IBM Corporation 2011, 2014.
To Create/Modify a Style Sheet
Step 5
Enter/update the fields in the Text Properties section:
Text-Align: Controls the alignment of text. The possible values are: left, right
, center, justify.
Text-Decoration: Specifies if and how characters should be decorated with a solid line. The possible values are: none, underline, overline, line-through.
Text-Indent: Determines the amount of indentation that should be applied to text. You can select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
Letter Spacing: Determines how much extra space should be inserted between characters. Extra space between characters l o o k s l i k e t h i s . You can select a specific value, for example, 7em, or you can select normal, in which case no extra space is inserted between characters.
Line Height: Determines how much extra space should be inserted between lines of text. Extra space between lines of text looks like this.
You can select a specific value, for example, 7em, or you can select normal, in which case no extra space is inserted between lines of text.
© Copyright IBM Corporation 2011, 2014. 39
To Create/Modify a Style Sheet
Step 6
Enter/update the fields in the General Properties section:
Width: Specify a fixed width of a field or section. You can select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
Height: Specify a fixed numeric height of a field or section. You can select a specific value, for example, 7em, or you can select auto, in which case the value is determined automatically.
Visibility: Determines if a tab, section, or field initially will be visible or hidden.
The possible values follow: visible
The tab, section, or field initially will be visible. hidden
The tab, section, or field initially will be hidden. inherit
If this is for a field, the field initially will be visible if the section that contains it is visible or hidden if the section that contains it is hidden.
If this is for a section, the section initially will be visible if the tab that contains it is visible or hidden if the tab that contains it is hidden.
Position: Determines if special positioning rules will be used for a field or section.
The possible values follow: static
Positioning is done normally. absolute
A section will be positioned relative to the tab that contains it. A field will be positioned relative to the section that contains it. relative
Positioning is relative to where the field or section would be if it were static. fixed
Positioning is fixed.
Step 7
When you are done, be sure to click SAVE at the top of the Style Sheet Editor.
Brand the Portal Banner
The Portal Banner can be tailored to match your company standards. There are two types of banners, the Color Banner with a center, right, or left logo, and the GIF Banner, with a left logo and links background image. The default banner is the GIF Banner. You can change the logo image, links background image, and colors.
© Copyright IBM Corporation 2011, 2014. 40
GIF Banner
The GIF Banner has a left logo and links background image.
Begin customizing the GIF banner by selecting the color scheme and images you wish to use.
To Customize the GIF Banner
Step 1
Place the images in the userfiles\images directory of the IBM TRIRIGA installation folder. An example of this location in Windows is C:\Tririga\userfiles\images.
Banner Image Location Required File Name
Standard Size in Pixels
Custom Logo Image Top left
Top right logo.gif
Height = 40
Width = 236 linksBackground.gif
Height = 40
Width = 334
Custom Links
Background Image
The height of the portal banner adjusts to the height of the custom logo image. The background image should be the same height as the custom logo image since background images typically do not scale. For example, if the custom logo image is changed to an image with a greater height, but the background image is not changed, the result might not be the intended customization.
For best results, all custom images should be the same height.
Step 2
In the Style Manager, select IBM TRIRIGA Objects.
Step 3
In the Visual Components section, select View GIF Banner.
Step 4
Specify whether the images go in the Left, Center, or Right.
Step 5
Click Save.
Clear the Cache
For these changes to take effect, both the browser cache and the application server cache must be cleared. You can clear the application server cache by restarting the application server or from the
Administrator Console. The Administrator Console is described in more detail in the IBM TRIRIGA
Application Platform 3 Administrator Console User Guide. The following steps show how to clear the application server cache from the Administrator Console:
41 © Copyright IBM Corporation 2011, 2014.
To Clear Cache from the Administrator Console
Step 1
In the Managed Objects panel on the left side, select the radio button next to Cache
Manager.
The system displays Cache Manager information in the right panel.
Step 2
In the Flush a Cache section, click Portal Logo.
Step 3
Select Logout in the left panel.
Color Banner
The Color Banner has a center, right, or left logo.
Begin customizing the color banner by selecting the color scheme and images you wish to use.
To Customize the Color Banner
Step 1
Name the image you want to use logo.gif. For best results, the image should be
149 x 18 pixels.
Step 2
Place logo.gif in the userfiles\images directory of the IBM TRIRIGA installation folder. An example of this location in Windows is C:\Tririga\userfiles\images.
Step 3
In the Style Manager, select IBM TRIRIGA Objects.
Step 4
In the Visual Components section, select View Color Banner.
Step 5
Specify whether the images go in the Left, Center, or Right.
Step 6
Click Save.
Clear the Cache
For these changes to take effect, both the browser cache and the application server cache must be cleared. You can clear the application server cache by restarting the application server or from the
Administrator Console. The Administrator Console is described in more detail in the IBM TRIRIGA
Application Platform 3 Administrator Console User Guide. The steps under Clear the Cache show how
to clear the application server cache from the Administrator Console.
42 © Copyright IBM Corporation 2011, 2014.
Restore Default Settings
IBM TRIRIGA ships with a set of standard colors and styles in a file named stylesheet.xml located in the userfiles\skin directory of the IBM TRIRIGA installation folder. An example of this location in
Windows is C:\Tririga\userfiles\skin. You can export all current style configurations to an XML file with the Export action in the Style Manager. If you have custom colors, back them up.
The Import action uploads the stylesheet.xml file and applies the styles to the system. During the import, only the styles in the XML are applied; all other styles remain unchanged. To restore the styles to the IBM TRIRIGA default, import IBM TRIRIGA’s standard styles using the style XML supplied in stylesheet.xml
.
Follow the steps to return to the system default colors.
To Return to System Default Colors
Step 1
Step 2
Access the Style Manager as described in
Click Import.
.
The colors revert to the definitions in the stylesheet.xml file, which must be located in the userfiles\skin directory of the IBM TRIRIGA installation folder.
An example of this file location in Windows is
C:\Tririga\userfiles\skin\stylesheet.xml
.
Build stylesheet.xml so that it contains IBM TRIRIGA’s blue.xml values, IBM
TRIRIGA’s green.xml values, or your own values based on the XML structure in either blue.xml or green.xml. IBM TRIRIGA delivers blue.xml and green.xml
with the IBM TRIRIGA installer.
To set a particular skin via the Style Manager:
Build stylesheet.xml (the XML structure must match IBM TRIRIGA’s asdelivered blue.xml or green.xml).
Click Import in the Style Manager.
You may need to clear the browser cache.
You may need to clear the Portal Logo cache in the Cache Manager of the IBM
TRIRIGA Administrator Console (as described under
).
43 © Copyright IBM Corporation 2011, 2014.
To Return to System Default Colors
Tip
– A way to change to the green skin is to run a script. Scripts are located in the <TRIRIGA Install>\userfiles\upgrades directory.
The scripts are as follows:
STYLE_SHEET_updates_trees_oracle.sql
(Oracle DB)
STYLE_SHEET_updates_trees_sqlserver.sql
(SQL Server)
T_TRITHRESHOLD_updates_trees_oracle.sql
(Oracle DB)
T_TRITHRESHOLD_updates_trees_sqlserver.sql
(SQL server)
Step 3
Select a style .xml file to import. Click Import.
Step 4
After the import, the system displays a “The Import Was Successful” message. Click
Close.
Step 5
Click Save.
Step 6
Click OK.
Note
– To view the changes made, sign out of the application. The default portal colors will show the next time you sign in.
Change Report Logo
Follow these steps to change the logo that appears on standard reports:
To Change the Logo on Standard Reports
Step 1
In the Document Manager, check out the COMPANY_LOGO (logo.bmp) file.
Tip –
Read how to use the Document Manager in the IBM TRIRIGA 10
Document Management User Guide.
Step 2
Update logo.bmp with your image. For best results, the image should be 219 x 57 pixels.
Step 3
In the Document Manager, check in the COMPANY_LOGO file.
Brand a Specific Portal Section
Each portal section can have a specific header color; header font, weight, size, and type; and
background color and image. Specify these values in the Portal Builder, as described under Portal
in this user guide.
© Copyright IBM Corporation 2011, 2014. 44
INDEX
Access Group Overrides, 20
Actions Section, 25
Add to collection, 18, 28
Add to Portal, 13
Add to Related Portal Sections List, 14
Administrator Console, 2, 41, 42
Background Color, 37
Blue Skin, 44
Border Collapse, 37
Border Color, 37
Border Style, 37
Border Width, 37
Border-Spacing, 37
Box Properties Section, 37
Builder, 24
Cache Manager, 42
Call Center, 24
Change a Navigation Item to Have a Group-
Specific Target, 21
Collapsed By Default, 13
Color Banner, 40, 42
Color Palette, 33, 37
COMPANY LOGO, 44
Copy A Package, 16
Copy form, 20
Copy Navigation Item Form, 27
Copy Portal Form, 15
Data Style Class, 35
Default Query Columns Section, 25
Default Query Label Section, 23
Document Management, 24
Dynamic Label, 23
Export, 43
External, 6
External Url, 24
Field, 36
Flush a Cache Section, 42
Font Color, 38
Font Family, 38
Font Properties Section, 38
Font Size, 38
Font Style, 38
Font Variant, 38
Font Weight, 38
Form – Record Add, 6
Form - Record View, 6
Form Properties Section, 25
Form Section, 25
Form Styles, 34
General Properties Section, 40
GIF Banner, 40, 41
Green Skin, 44
Group Overrides, 20
Group Overrides Editor, 21
Group Target Details Section, 21
Height, 40
Hide a Navigation Item from a Group, 20
Hide From Group, 21
Home, 4
IBM TRIRIGA Objects, 34, 41, 42
Icon Details Section, 24
Import, 43 index.html, 2
Item Details Section, 23
Label Style Class, 35
Letter Spacing, 39
Line Height, 39 logo.bmp, 44
Manager, 34
Margin-Bottom, 37
Margin-Left, 37
Margin-Right, 37
Margin-Top, 37
Master/Detail Default Query, 25
Master/Detail Hierarchy, 25
Master/Detail Query, 25
My Calendar, 25
My Profile, 25
My Timesheet, 26
Navigation Builder, 15
Navigation Collection, 15
Navigation Collection Properties Section, 17
Navigation Collection Type, 17
Navigation Item, 15, 21
Navigation Item Editor, 27
Navigation Items Library, 18, 21
Navigation Items Tab, 28
Navigation Target, 16
Padding-Bottom, 37
Padding-Left, 37
Padding-Right, 37
Padding-Top, 37
Portal, 26, 34
Portal Builder, 5, 12
Portal Layout, 12
Portal Layout Tab, 12
Portal Logo, 42
Portal Properties Section, 12
Portal Section, 6
Portal Section Form, 7
Portal Section Types, 6, 8
Portal Sections Library, 6, 12, 13
Position, 40
Pre-Create Workflow Section, 26
Property Section, 37
Query Section, 25
Quick Links, 6
Rearrange Portal Sections, 13
Record Add, 26
Record Open, 26
Related Portal Sections Tab, 12, 14
Remove a Portal Section, 14
Report, 6, 26
Rich Text Editor Styles, 34
Scorecard, 6, 26
Section, 36
Special Views Section, 25
Style Class, 35
Style Manager, 33
Style Names, 35
Style Sheet Editor, 35
STYLE_SHEET.xml, 43
System Manager, 3
System Portal Sections, 6
Tab, 36
Target, 16
Target Details Section, 24, 25
Target Name Section, 25, 26
Target Title, 24
Target Type, 24
Text Properties Section, 39
Text-Align, 39
Text-Decoration, 39
Text-Indent, 39
Type, 35
Use Value, 33
View Color Banner, 34, 42
View GIF Banner, 34, 41
Visibility, 40
Visual Components Section, 33, 34
Where Used Section, 26
Width, 40
Wizard, 34
Notices
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