This chapter covers the following topics:

  • Manage permissions instructs you how to set permissions on a portal, page, category and portlet.

  • Manage sites gives steps on how to create/edit/delete a portal, and how to switch between various portals.

  • Manage navigation nodes includes actions which can be done on a navigation, such as adding/editing/copying/pasting/cloning/cutting/deleting a node, or changing the node orders.

  • Manage pages provides you step-by-step instructions to create a new page by using Page Creation Wizard or Page Manager, to edit/delete a page and to manage types of page navigations.

  • Manage applications represents actions which can be done on applications inside a portal and a Desktop.

Permissions play an important role in accessing and performing actions in eXo Platform. Depending on these permissions assigned by an administrator, users can gain access to various components and another actions, such as editing portals, pages, or portlets.

Details about permission types and levels can also be found in the Permission section.

You can set the portal permissions (Access permission and Edit permission) for a specific user via the Permission Settings tab.

The Permission Settings tab can be opened in some various ways, depending on the following approaches.

For new portals:

For existing portals:

The first way

The second way

After entering into the Permission Settings tab, you first need to select the Access Permission Settings sub-tab to set the access permissions on a portal.

  • If you want to assign the Access permission to users in the public mode (without signing in), simply select the Make it public (everyone can assess) checkbox.

  • If you do not want everyone to access the portal, first deselect the Make it public (everyone can access) checkbox, and do the followings:

    1. Click the Add Permission button to open the Select Permission form.

    2. Select one group in the left pane, and one membership type in the right pane. In the list of membership types, the asterisk (*) means that any membership types of the selected group are allowed.

    3. Click Save to finish your settings.

  • After you have selected a membership type, the selected permission is displayed in the Access permission list.

  • You can select only one group with one membership type at each time. If you want to add more, click the Add Permission button and select again.

After entering into the Permission Settings tab, you first need to select the Edit Permission Settings sub-tab to set the Edit permissions on a portal and do the followings:

  1. Click the Select Permission button to open the Permission Selector form.

  2. Select one group in the left pane and one membership type in the right pane. You can select * if you want to assign all available membership types to the selected group.

  3. Click Save to finish your settings.

To set permissions on a page, you first need to go to the Permission Settings tab via different ways:

Via Edit Page:

  1. Hover your cursor over My Sites on the Administration bar, then select the page you want to configure from the drop-down menu.

    You will be directed to your selected site.

  2. Continue hovering your cursor over Edit on the Administration bar, then select Page --> Layout from the drop-down menu.

  3. Click View Page Properties in the Page Editor window.

  4. Select the Permission Settings tab.

Via Page Management:

  1. Hover your cursor over on the Administration bar, and select Portal --> Pages to open the Pages Management page.

  2. Locate the page you want to edit using the Page Id column, then click corresponding the page in the Action column. You will be taken to the Page Editor window.

  3. Select the Permission Settings tab.

You can perform this action only when you are a member of the /platform/administrators group.

  1. Open the Create New Portal window by following one of the two ways:

    The first way

    Hover your cursor over Edit --> Site on the Administration bar, then select Add site from the drop-down menu.

    The second way

    i. Hover your cursor over on the Administration bar, then select Portal --> Sites from the drop-down menu.

    ii. Click the Add New Portal button.

    By default, the Create New Portal window, which contains the Portal Settings tab, will open.

  2. Enter a string into the Portal Name field. This field is required and must be unique. Only alphabetical, numerical and underscore characters are allowed for this field with the length from 3 to 30 characters.

  3. Select the default display language for the portal from the Locale field.

  4. Click the Properties tab to set the properties of a portal.

    Details:


  5. Click the Permission Settings tab to set permissions on the portal.

    The list of Access permissions for the portal is empty by default. You have to select at least one or tick the Make it public (everyone can access) checkbox to assign the Access permission to everyone.

  6. Click the Portal Templates tab to select the template for your portal.

  7. Click Save to accept creating your new portal.

When you have the Edit permission, follow either of two ways below to go to the relevant form that allows you to do actions related to editing a portal.

The first way

The second way

To edit your selected portal's layout, your first need to follow one of ways above to open the Edit Layout form.

New applications, containers or gadgets can be dragged and dropped from the Edit Inline Composer window to the main portal body.

You can rearrange elements in the portal body by dragging and dropping them into your desired positions. Also, you can edit or remove any element by hovering your cursor over it and selecting , or respectively.

Note

For more details on how to edit elements, see the Edit a specific portlet section.

Configurations of a portal include settings, properties and permissions that can be set by following one of ways above to open the Edit Configurations window.

In this window, you can make changes on fields in the various tabs, except the Portal Name in the Portal Settings tab.

Note

For more details on these fields, refer to the Create a new portal section.

If you are the portal administrator or granted the appropriate permission privileges by the portal administrator, you can execute some special actions related to portal nodes, including copying, editing, cutting, cloning, deleting, adding existing nodes. To do so, you first need to go to the nodes list by following steps described in the Edit navigation section, then right-clicking your desired node to open the drop-down menu.

  1. Select Add New Node to create a node as a sub-node of the selected node.

    The Add/Edit Page Node form appears.

  2. Enter values in the Page Node Settings tab.

    Details:


    Note

    You can set date and time by clicking Start Publication Date and End Publication Date and selecting a date from the calendar pop-up.

  3. Select a page for this node in the Page Selector tab if you want.

    Details:


  4. Select one icon in the Icon tab if you want.

  5. Click Save to accept the new node page, or X to close the form.

The Page Creation Wizard is available to the portal's administrators and facilitates them to create and publish portal pages quickly and easily. The whole process to create a new page can be divided into 3 specific steps:

Select a navigation node and create the page

In the first step, you have to set Node Name and Display Name of your page. You are also able to decide the pages visibility and the publication period of the page.

  1. Hover your cursor over My Sites and click one portal/site to which you want to add a new page from the drop-down menu.

    You will be switched to your selected portal only after a few seconds.

  2. Hover your cursor over Edit on the Administration bar.

  3. Select Page --> Add Page from the drop-down menu to open the Page Creation Wizard form.

    The wizard is divided into two sections.

    Details:


  4. Click Next or number '2' of the wizard steps to go to Step 2.

Select a page layout template

Arrange the page layout

In this step, you can arrange the page's layout as follows:

  1. Hover your cursor over to open the drop-down menu.

  2. Select Portal --> Pages to go to the Pages Management page.

  3. Click Add New Page to open the Add New Page form with the Page Settings tab.

    Details:


  4. Define the page layout in the Page Layout template.

  5. Define permissions in the Permission Settings tab. This tab consists of two sub-tabs named Access Permission Settings and Edit Permission Settings.

  6. Click Save to accept creating a new page.

  1. Open the Page Properties page by following one of the two ways:

    The first way

    i. Open the Navigation Management form by doing the steps in the Edit navigation section.

    ii. Right-click your desired node and select Edit Node's Page from the drop-down menu.

    The second way

    i. Hover your cursor over and select Portal --> Pages to open the Pages Management page.

    ii. Click corresponding to the page you want to edit.

    The Edit Page form will be displayed in the Page Properties window.

  2. Click View Page Properties in the Page Editor window to edit page properties.

    i. In the Page Settings tab, you cannot change values in Page Id, Owner Type, Owner Id, and Page Name.

    ii. In the Permission Settings tab, you can change or add more Access and Edit permissions. This form is only supported for pages of a group or a portal. Because the user's page is private, noone can access or edit it, except the creator.

    Note

    For more details on how to assign permissions on a page, refer to the Set permissions on a page section.

  3. Click Save, then select in Page Editor for all changes to take effect, or to abort.

Navigation types in eXo Platform are outlined in the Manage navigation nodes.

Each group has only one page navigation. Only managers of the navigation group and users of the administrators group can add/list/edit/delete the navigation or edit properties.

To manage the group's page navigation, hover your cursor over on the Administration bar, then select Portal --> Group Sites from the drop-down menu.

The Group Navigation Management page will appear.

In eXo Platform, applications can be managed inside a portal or inside Desktop.

To manage portlets and gadgets in a portal, you first need to hover your cursor over on the Administration bar, and select Applications. The Manage Applications page will appear.

Portlets and gadgets are organized into different categories. Each category contains one or several portlets or gadgets. You can also mix portlets and gadgets into one category. By default, all gadgets are placed in the Gadgets category.

This section tells you how to access the edit mode of a portlet and edit it.

  1. Define your desired portlet to check if this portlet has been existing in the portal or page. If not, drag and drop it from Edit Inline Composer to the main portal body while editing the portal's layout, or from Page Editor to the main page body in the Step 3 while creating a page and/or while editing a page.

  2. Hover your cursor over your desired portlet, then click at the upper left corner of that portlet.

    The Edit form will be displayed.

    Normally, a portlet has four tabs: Window Settings, Select Icon, Decoration Themes and Access Permission. However, some portlets may also have Edit Mode and Preferences tabs. For example, IFrame and Dashboard portlets have the Edit Mode tab where administrators can define the interface details.

  3. Make changes on fields in the various tabs.

  4. Click Save And Close to accept your changes.

See the Add more external gadgets from Dashboard section for instructions on how to add new gadgets from the dashboard.

This portlet is to host mini-applications known as gadgets. The dashboard uses a variety of graphical effects for displaying, opening and using gadgets.

Gadgets within the Dashboard portlet may be moved or rearranged. Users can create new gadgets and delete unnecessary ones. Also, users can open many gadgets with different settings at once.

In addition, eXo Platform is compatible with most gadgets which can be found here.

  1. Click Dashboard on the Administration bar to access the Dashboard portlet.

  2. Click Add Gadgets to open the Dashboard Workspace window which lists all available gadgets.

  3. Select a gadget in the Dashboard Workspace window.

  4. Drag and drop the selected gadget into the workspace.

  1. Obtain the URL (.xml or .rss) of the gadget you want to add from the gadgets source. For example, http://bejeweledg.googlecode.com/svn/trunk/bejeweled.xml.

  2. Return to your portal and click Dashboard in the Administration bar.

  3. Click Add Gadgets in the Dashboard to open the Dashboard Workspace window.

  4. Paste the URL in Step 1 into the textbox.

  5. Click to add the new gadget to the page.

eXo Platform provides a gadget package that contains many useful gadgets. They can be categorized into:

Engagement gadgets include gadgets designed to aid users in engagement activities and events. These gadgets analyze the existing communications and community engagement in your organization, then show what is going on by providing statistics.

The Management and Monitoring gadgets include gadgets designed for providing the overall vision of the system. These gadgets monitor the system and provide the current system performance statistics which are especially useful for the system administrators and developers.

To go into the Desktop application, simply click Desktop on the Administration bar. You will be directed to the Desktop user interface as below:

NumberMeaning
The administration bar which allows you to access and manage tasks quickly.
The background of Desktop.
The Dockbar which provides easy access to applications via icons.
The application icons which are used as shortcuts to gadgets, applications or pages.
The application.

In the Desktop, you can do the following actions: