Overview of the Portlets

This topic provides an overview of the Avitek Financial Services portlets, outlines the different visitor types, briefly discusses each portlet, and provides a description of portlet controls. It contains information on the following subjects:

• Portlet Overview

• Group Portals, Roles, Visitors, and Passwords

• Portlet Controls

 

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Portlet Overview

As previously mentioned, the Avitek Financial Services portal contains a wide variety of portlets. Table  2-1 provides a short description of each portlet.

Table 2-1 Overview of the Avitek Financial Services Portlets

Portlet	Description	Available To	Page
QuickLinks	Provides useful links and information such as login and logout, group and role membership, and update profile.	Everyone	Home
WhatsHot	Displays the number of times each each campaign ad and company in the CompanyProfiles portlet is clicked. You can also display this portal's content in an Excel spreadsheet.	Visitors 1-10	Home
CompanyProfiles	Displays links to HTML documents that show company information.	Visitors 1-10	Home
MyToDo	Provides a To Do list for personal activities.	Visitors 1-10	Home
GroupToDo	Provides a To Do list for a group.	Visitors 1-10	Home
Portfolio	Displays the visitor's stock symbols, number of shares, and value. Also provides the ability to trade stock.	Visitors 1-10	Home
Newsletters	Displays newsletters to an investor visitor. The particular newsletters a visitor sees matches that visitor's user profile. The newsletters are written by the visitor's assigned financial advisor.	Visitors 4-7	Home
MyNewsletters	Displays newsletters authored by the current visitor and their approval status. You can also author newsletters in this portlet.	Visitors 2- 3	Home
ReviewNewsletters	Displays the newsletters written by the financial advisors that are waiting for approval, rejection, or removal.	Visitor 1	Home
CustomerService	Provides a means for entering a customer service request. This portlet demonstrates integration with the JCA sample database adaptor provided with WebLogic Server 7.0.	Visitors 1-10	Home
CustomerService (Service Representative View)	Displays all service requests to the Customer Service Representative.	Visitor 5	Home
Email	Displays the subject lines for each message in visitor's e-mail inbox.	Visitors 1-10	Home
WorldNews	Connects to external sites that provide RSS (Rich Site Summary) information, retrieves news topics based on visitor preference, and displays them as clickable links.	Visitors 1-10	Web
Dictionary	Looks up the definition of a word by connecting to the Merriam-Webster Web site.	Everyone	Web
Quote	Provides a stock information from Yahoo! Finance.	Everyone	Web
WebSearch	Web search through Yahoo!, Excite, or Google.	Everyone	Web
Bookmarks	Provides the ability to create and maintain a list of Web site links.	Visitors 1-10	Web

 

 

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Group Portals, Roles, Visitors, and Passwords

Group Portals    The Avitek Financial Services portal has two group portals: the Avitek group portal and the default group portal. (The default group portal was automatically generated when the Avitek Financial Services portal was created.) Group portals are different configurations of a portal. Each group portal has a specified user group and allows delegation of privileges among administrators. For most of this tour and within the application, the group portals are usually referred to by their user group name, as shown in the QuickLinks portlet (Figure  2-1).

Figure 2-1 Group and Roles

 

Visitors and roles  The Avitek Financial Services portal has ten predefined visitors (visitor1, visitor2 ... visitor10). Every visitor belongs to a group and a role. The portlets displayed to a particular visitor depend on that visitor's group membership and role. Each group and role has different capabilities and privileges. To see the functionality of the various portlets, you need to switch visitor types.

Note: Roles also determine which Entitlement Segments a visitor belongs to. For example, a visitor whose role is Investor is placed in the Investor Entitlement Segment. Entitlement Segments and their default values are defined in the E-Business Control Center. The values (properties) for a particular visitor is set in the WebLogic Portal Administration Tools. For more information about Group Portals and Entitlement Segments, see "Portal Management" in the Portal Example—Visitor and Administrator Features tour at http://download.oracle.com/docs/cd/E13218_01/wlp/docs70/ptour/portmgm.htm# and the E-Business Control Center online help.

Passwords    All predefined visitors use the same password, which is "password" and is case sensitive.

The following list describes the effect of each group and role on portlet availability:

• Everyone Group, Guest Role—These portlets are displayed to everyone regardless of group membership and role.

• Avitek Group—These portlets are displayed to visitors that belong to the Avitek group. Visitor  1-10 all belong the Avitek group. This group has the following roles:

  • Approver Role—Provides the ability to reject, approve, or delete newsletters written by financial advisors.

  • Financial Advisor Role—Provides the ability to write newsletters.

  • Investor Role—Provides the ability to read newsletters written by a particular financial advisor.

  • Guest Role—Provides the ability to view and use all portlets except the Newsletter portlets.

    Table 2-2 Visitor, Group, and Role Associations

    Visitor	Group	Role	Password (case sensitive)
    Everyone	Everyone	Guest	None
    Visitor  1	Avitek	Approver	password
    Visitor  2	Avitek	Financial Advisor	password
    Visitor  3	Avitek	Financial Advisor	password
    Visitor  4	Avitek	Investor	password
    Visitor  5	Avitek	Investor CustomerServiceRep	password
    Visitor  6	Avitek	Investor	password
    Visitor  7	Avitek	Investor	password
    Visitor  8	Avitek	Guest	password
    Visitor  9	Avitek	Guest	password
    Visitor  10	Avitek	Guest	password

    
     

 

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Portlet Controls

Portlet controls allow you to use portlets. For example, a portlet may have more than one view; it may be maximized, minimized, or detached from the portal. Portlet views are implemented using JavaServer Pages (JSP). They range in complexity from containing simple static HTML content to employing JSP tag libraries or JSP scriptlets that access Enterprise JavaBeans (EJB) components or other application functionality within the application server. The controls for portlets in the Avitek Financial Services portal are listed in Table  2-3.

Table 2-3 Portlet Controls

Button	Name	Description
	Help	Opens a Help window.
	Maximize	Maximizes the portlet to the full width of the browser window.
	Unmaximize	Returns a maximized portlet to its original size.
	Edit	Opens the portlet for editing.
	Finished	Closes the portlet from editing.
	Float	Opens the portlet in a separate browser window.
	Minimize	Minimizes the portlet so that only the Title is displayed.
	Restore	Returns the minimized portlet to its original size.