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GateIn User Guide


1. Preface
1.1. Overview
1.2. Purpose of the guide
1.3. References and Related Sources
2. Get started
2.1. Glossary
2.1.1. Portal
2.1.2. Portlet
2.1.3. Toolbar
2.1.4. Navigation
2.1.5. Gadgets
2.1.6. Modes
2.1.7. Permissions
2.2. Accounts
2.2.1. Register New Accounts
2.2.2. Sign In and Sign Out
2.2.3. Remember User Account
2.2.4. Change Account Settings
2.2.5. Account and Password Retrieval
2.3. Manage Language
2.3.1. Change Interface Language
2.3.2. Right To Left Support
2.3.3. Multi-Language Navigation Nodes
3. Portlets
3.1. Functional Portlets
3.1.1. Register portlet
3.1.2. Account portlet
3.1.3. Organization portlet
3.1.4. Application Registry portlet
3.1.5. Group Navigation portlet
3.1.6. Page Management portlet
3.1.7. Portal Navigation portlet
3.1.8. Star Toolbar portlet
3.1.9. Tabbed Dashboard portlet
3.1.10. User Info portlet
3.1.11. User Toolbar Dashboard portlet
3.1.12. User Toolbar Group portlet
3.2. Interface portlets
3.2.1. Banner portlet
3.2.2. Breadcrumbs portlet
3.2.3. Dashboard portlet
3.2.4. Footer portlet
3.2.5. Gadget Wrapper portlet
3.2.6. Homepage portlet
3.2.7. IFrame portlet
3.2.8. Navigation portlet
3.2.9. Sitemap portlet
3.2.10. Web Browser portlet
3.3. Dashboard Portlet
3.3.1. Using the Dashboard Workspace
3.3.2. Change gadget preferences
3.3.3. Add Gadgets
4. Portal Administration
4.1. Toolbar
4.1.1. User Actions in the Toolbar
4.1.2. Administration Actions in the Toolbar
4.2. Manage Portals
4.2.1. Create a New Portal
4.2.2. Access a portal
4.2.3. Edit a Portal
4.2.4. Delete a Portal
4.2.5. Change Portal Skins
4.2.6. Switching between Portals
4.3. Manage Navigation Nodes
4.3.1. Add a new node
4.3.2. Edit a node
4.3.3. Copy a node
4.3.4. Clone nodes
4.3.5. Cut a node
4.3.6. Delete a node
4.3.7. Change Node Order
4.4. Manage Pages
4.4.1. Adding a new Page
4.4.2. Edit a Page
4.4.3. View a Page
4.4.4. Delete a Page
4.4.5. Drag and Drop the Page Body
4.5. Manage Users and Groups
4.5.1. Manage users
4.5.2. Manage groups
4.5.3. Manage memberships
4.6. Manage Page Navigation
4.6.1. Portal's page navigation
4.6.2. User's page navigation
4.6.3. Group's page navigation
4.7. Manage Permissions
4.7.1. Set Portal Permissions
4.7.2. Set Page Permission
4.7.3. Set Access Permission on a Category
4.7.4. Set Access Permission on a Portlet
5. Category, Portlets and Gadgets Administration
5.1. Manage Categories
5.1.1. Add a new category
5.1.2. Edit a Category
5.1.3. Delete a Category
5.1.4. Add Portlets/Gadgets to a Category
5.2. Manage Portlets and Gadgets
5.2.1. Import portlets and gadgets
5.2.2. View/Edit detailed information of portlet/gadget
5.2.3. Display Gadgets
5.2.4. Set Access Permission on Portlets
5.2.5. Edit a specific portlet
5.2.6. Add a Gadget
5.2.7. Add a new Gadget to the Dashboard Portlet
5.2.8. Edit a Gadget

The Toolbar spans the top of the portal application and provides links to user and administrative actions.

This screenshot displays three Navigations referred to in Section 2.1.4, “Navigation” as well as the main Menu button (on the far left of the toolbar) and the name of the current user (on the far right).

In this example the current user is the site administrator, hence the extra "Site Editor" menu.

Portal navigations are menus that contain hyperlinks to other parts of a Portal. They can help users to visualize the structure of a site. The default navigation menus in GateIn 3.2 are located in the Toolbar (Section 2.1.3, “Toolbar”).

There are three navigation types.

Site

This navigation links to separate sites of the parent Portal. Each site has only one navigation and it is automatically generated when the site is created.

This functionality allows different sites to administer some Portal aspects (such as portlets) individually while maintaining other content standardized with the parent Portal.

Group

The content of this navigation differs depending on the type of account logged in.

  • If a user account in in effect, this navigation holds personal links set up by that user.

  • When using a management account, this navigation contains links to pages for registered users as well as administrative tasks and personal links.

  • In an administrator account the navigation adds further management abilities such as Internationalization and community management.

Dashboard

Each user has own navigation 'Dashboard' that contains links and portlets (or gadgets) that the user has selected. A user's navigation is created automatically when user is registered. This navigation only can be deleted when the user is deleted.

When logged in as an Administrator, a fourth navigation appears in the Toolbar:

Site/Group Editor

This navigation appears as either Site Editor or Group Editor depending on the administrator's location within the portal.

When in areas of the portal displaying content, the navigation shows as Site Editor and in areas of the portal pertaining to users, the navigation shows as Group Editor.

This navigation contains links to add a new pages to the portal, to edit a page or to change the portal's layout. Administrators can use these links to manage the portal.

Permission settings control what users can and cannot do within the portal and are set by portal administrators.

Permission types dictate what a user can do within the portal. Two permission types are available as follows:

Permission levels dictate where in the portal the user's permission type applies. There are three permission levels:

Permission types and levels can be used to effectively control who can do what within the portal. For more information on setting permissions refer to Section 4.7, “Manage Permissions”

Unregistered users visiting the portal are limited in the content they can see.

Users who need access to deeper content or who need to perform actions within the portal should register themselves and then contact the portal administrator to gain appropriate access permissions to their account.

Users can quickly and easily register a new account for themselves.

After adding a new account, you should contact the administrator to set appropriate permissions on your account.

In order to enter the portal in private mode, you should use the account previously registered.

To sign in to a portal, users must complete the Sign in form. This form contains the following elements:

If the user name does not exist or the user name and/or password is invalid an alert message will appear. To attempt the log in again; click the OK button on the alert message to be returned to the Sign In form. Enter the user name and password again.

After signing in, you will be redirected to the homepage and welcomed with your full name in the top right corner of the page.

GateIn 3.2 supports a multi-language environment for your portal allowing you to internationalize any menu entry on the navigation.

As the navigation bar is composed of nodes, you have to modify the display names of the nodes to enable this. Instead of entering the display name of the node in a defined language (English, for example) you have to use a language-neutral 'resource key'.

This resource key is then used to define the label that is shown for that node on the navigation bar, the menu and the breadcrumb.

Portlets are pluggable user interface components that are managed and displayed within a portal. Functional Portlets support all functions of a Portal. They are built into the portal and are accessed via toolbar links as required when actioning portal tasks.

GateIn 3.2 provides the following portlets by default:

The Interface portlets are the front-end components of the Portal. They provide ways for users to interact with the portal. GateIn 3.2 provides the following Interface Portlets:

The Dashboard portlet is used for hosting mini applications known as gadgets. The Dashboard uses a variety of graphical effects for displaying, opening and using gadgets.

Gadgets within the Dashboard portlet can be moved and rearranged. New gadgets can be created and unnecessary ones deleted. More than one instance of the same gadget can be opened at the same time and each instance of the same gadget can have different settings. The gadgets instances are completely independent.

To add more gadgets from external sources:

  1. Obtain the URL (.xml or .rss) of the gadget you wish to add from the gadget source.

    The gadgets available at Google Gadget provide a link to View source. Clicking this link will open a page showing the gadget's XML source. Use the URL of this page in the Dashboard Workspace. The URL should end with .xml

    For example:

    URL Types

    Remote gadgets can be only created using an .xml link or RSS URL. However, if you use a link that generates an RSS feed (for example: http://feeds.feedburner.com/gatein), a new RSS reader gadget will be created automatically even if the URL does not end with.rss.

  2. Return to your portal and click Dashboard in the toolbar.

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

  4. The Dashboard Workspace dialog appears:

  5. Paste the URL obtained in step 1 into the text box above the gadget list.

  6. Click the plus icon to add the new gadget to the page.

Note

The functions stated in this section are advanced and for users as administrators only.

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

You also can edit or delete a portal. See Section 4.2.3, “Edit a Portal” or Section 4.2.4, “Delete a Portal” for more details.

The function is to change information of the current portal, such as properties, or layouts. To do this, you must have the edit permission. Please contact your administrator to get more permissions. When you have the edit permission, follow one of two ways below to edit the portal:

The first way:
The second way:

Portal properties such as language, description, label, skin and permissions can be set by clicking Site in the Toolbar and selecting the Edit Portal Properties link for the portal you wish to edit:

Or click in Edit Inline Composer basing on The first way:

The form to edit the portal properties will appear:

The various tabs available in the edit properties window give access to the properties that can be edited for the chosen portal.

Click Save or Cancel to either set or discard any changes you have made in the portal.

If you are the portal administrator (or the administrator has granted you the appropriate permission privileges) you can execute all actions related to portal nodes. These actions include adding new nodes or editing, copying, moving, deleting or cloning existing nodes.

  1. Click on Site then click on Edit Navigation of the portal you want to modify.

  2. Select a node from list (to create a new node like sub-node of the selected node) or click the Up icon to create a new node at the root level of the portal.

  3. Right-click on the selected navigation or node and select Add new Node option. The Add new node form appears:

    The Page Node Setting tab includes:

    In the Page Selector tab, you can select a page or not for this node.

    You do not have to enter values in these fields. They are automatically populated after selecting an existing page by clicking the Search and Select Page button.

    The Select Page form appears:

    This window lists all existing pages of Portal or Group with basic information for each page.

    To select a page for creating a node, simply select a page from the list or search for a specific page as follows:

After selecting a page, the details of this page will be displayed in the Page Selector form.

After configuring the page node settings, the page selector and the node's icon, click the Save button to accept or the Cancel button to quit without creating a new node.

A page creation wizard is available to administrators in order to create and publish portal pages quickly and easily.

  1. Mouse over Site Editor then select Add New Page.

  2. The wizard window is divided into two sections: the left pane contains the existing page/node hierarchy and the right pane displays the Page Editor.

  3. In the left pane, you can navigate up and down the node/page structure:

  4. In the right pane are the required parameters for a new page:

  5. Click Next or number '2' of the wizard steps to go to step 2.

  6. Select Empty Layout or click the icon to see more templates to select.

  7. Click the Next button or number '3' of the wizard step to go to step 3. You can drag portlets from the popup panel into the main pane to create the content of this page.

  8. Click the Show Container icon if you want to see the existing containers and re-select the layout of the page. You can click on the Switch icon to view the content of this page.

  9. Click Save to accept creating a new page, Back to return the previous step or Abort button to quit without creating a new page.

  1. Mouse over Group in the Toolbar, highlight Administration then select Page Management.

  2. Click Add New Page.

  3. Enter values for fields in the Permission Setting tab

  4. Click Save.

To edit page properties, you have to open Page Properties page.

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

    The first way:
    The second way:
    • Mouse over Group in the Toolbar. Highlight Administration and then click Page Management.

    • Click the edit icon on the row of page you want to edit in the existing page list.

    The edit page will be displayed in the Page Properties window:

  2. The properties presented in the Page Properties window are the same as those outlined inSection 4.4.1.2, “Adding a new Page using Page Management”.

    Permission Setting

    This form is supported for pages with group or portal ownership types. Because a user page is private, no user, other than the creator, can access or edit it.

    Permission on each page is set in two levels: Access right and Edit right.

    Access right

    The page Access right can be set to specific user groups or set to everyone (this includes unregistered users).

    Current access permissions on page are listed and you can remove permissions (by clicking the delete icon) or add further permission (by click the Add Permission button).

    Populating the Make it public check box will allow all users (registered or unregistered) to access the page.

    Edit right

    The Edit right allows users to change information on a page. Edit right only is set for a group of users.

    Edit right can be set for one specific membership type within a particular group ( * allows every membership type in a group). If you want to re-assign this right to another group, click Select Permission to choose another one.

  3. Editing page container layout

    Click the Show Container icon to show current container layout of selected page on your right and all the container layouts list on the left pane.

    If you want to change the current layout, select a layout type from the list on the left pane, then drag the template you want into the right pane. The new container will be displayed on the right pane.

    You can change the position of the current container by dragging it to another place on the right pane or remove it completely by clicking the delete icon in the right corner.

  4. Editing page portlet layout

    Click the Show Portlet icon to show current portlet layout of page.

    If you want to change the current layout, select a layout type from the list on the left pane, then drag it into the right pane. The new portlet will be added and displayed in the right pane. You can change the position of the current portlet by dragging it to the place you want on the right pane, or remove it completely by clicking the delete icon.

Several tools are offered to assist Administrators manage users, groups and memberships easily and effectively.

You first need to:

The Organization form will be shown that enables you to manage users, groups and memberships.

As an administrator, you can easily find, edit information of user via the User Management tab in the Organization form. By default, all existing registered users will shown:

Administrators can see all existing registered users and search, edit or even delete them. Each user's groups and memberships (roles) in these groups are also available. You cannot add users to a group but you can remove them from the group.

Select the Group Management tab in the Organization form. This tab is used to add new, edit or delete a group.

By default, all existing groups will be displayed on the left pane. This tab is used to add new, edit or delete a group. The right pane shows information about the selected group including information about the members in the specific group along with a small form to add a new user to a group.

  1. Find the group in the existing tree and click its label. Existing group memberships are listed on the left hand side along with the Add Member window.

  2. Click the magnify glass to open up the User selector.

    Refer to Section 4.5.1.2, “Search for users” for instructions on how to locate a user.

    Check the box next to the user name then click Add.

  3. Select the membership appropriate for this user. If the desired membership does not appear you may try to click the refresh icon to get the latest list.

  4. Click Save to accept adding the selected user to a specific group with the selected membership type.

Note

By default, the 'manager" membership has the highest right in a group. A user can have several membership types in a group. To do that, you have to use the Add member form for each membership type. After adding, the user's membership information is also updated. You can check it by opening the User Management form and editing the user you just added.

Navigation types in GateIn 3.2 are outlined in Section 2.1.4, “Navigation”.

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, click Group on the administration bar.

Group Navigation page will appear:

Permissions play an important part in accessing and performing actions in the Portal. Depending on these permissions assigned by an administrator, users gain access to various components and actions such as edit portals, pages or portlets.

To manage permissions, you need to learn about the concept mandatory. The mandatory is one of required conditions of system. GateIn provides two types of mandatory, including:

Details:

Seeing a page in public means that you can access that page without signing in. To make a page accessible to the public, you have to follow these instructions:

Details about permission types and levels can also be found in Section 2.1.7, “Permissions”

To access a portal, you must belong to one of the groups that have access permission to that portal.

To set access permissions on a portal, you first need to go to Permission Setting as in the Section 4.7.1, “Set Portal Permissions” and select the Access Permission Setting sub-tab.

Public access

If you do not want your Portal to be publicly accessible, make sure the Make it public check box is clear.

If Make it public is clear, you need to add permissions by member group as follows.

  1. ClickAdd Permission. The Select Permission form will appear:

  2. Select the group that you want to add on the left pane and then select one membership type on the right pane. In the membership types list, the asterisk (*) indicates any membership types of the selected group are allowed.

    After selecting a membership type, the selected permission is displayed in the access permission list. You can only select one group with one membership type at a time. If you want to add more, click Add Permission and select again. Repeat the process for as many permission settings as you require.

To administrate category, portlet and gadget, you first need to go to Application Registry by selectingGroup, thenAdministration, and Application Registry on the Toolbar. The form to organize portlets/gadgets into different categories will be displayed as below

Details:

  • Tab bar consists of three items, including Categories , Portlet, Gadget.

  • Action bar consists of some actions related to a category.

  • Left pane lists all categories and portlets of each category.

  • Breadcrumb bar is the path from a specific category to a specific portlet in that category.

  • Right pane provides detailed information of a specific portlet.

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

  1. Create or edit a page as stated in Section 4.1.3, Edit a portal. In this step, there will be a container that contains and arranges portlets as contents of that page. You can add a portlet to that page by dragging it from the left pane and dropping it into this container space.

  2. Open the form to edit a portlet by clicking at the upper left corner of that portlet:

  3. Enter new values that you want to edit in this form, then click Save to save new values:

    Normally, a portlet has four tabs: Window Setting, Select Icon, Decoration Themes and Access Permission. In addition, some portlets may also have Edit Mode or Preferences. The administrator can change the interface of a portlet by changing values in the Edit Mode tab or in the Preferences Tab.

    The Portlet Setting tab includes:

    The Select Icon tab enables you to select an icon for the portlet. By clicking Get Default, you do not have to choose any icon from the list, the suitable icon will be gotten automatically.

    The Decoration Themes tab enables you to select a theme for the portlet from the themes list. By clicking Get Default, you do not have to choose any theme, it will be automatically set.

    The Access Permission tab enables you to set the access permission on the portlet. The portlet can be made public to everyone or restricted to specific groups. See more details at Section 4.7, “Manage Permissions”.

Note

Some portlets have Edit Mode and Preferences tabs.

The Mode tab where administrator can define the interface details.

See Section 3.3.3, “Add Gadgets” for instructions on how to add new gadgets to the dashboard.