Customizing Demantra Web Pages

This chapter describes how to customize the Demantra Web pages.

This chapter covers the following topics:

• Logging onto the Collaborator Workbench Administrator
• Configuring Menus in Collaborator Workbench
• Running Oracle Executables from Collaborator Menus
• Configuring the Panes
• Specifying Content Pane Security
• Replacing Default Demantra Graphics
• Customizing the Collaborator Workbench Login Page
• Configuring Links in Collaborator Workbench

Logging onto the Collaborator Workbench Administrator

You use the Collaborator Workbench Administrator to control access to menu items.

To log onto the Collaborator Workbench Administrator

1. Open the administration login page:

   http://server name/virtual directory/portal/adminLogin.jsp

   For example:

   http://frodo/demantra/portal/adminLogin.jsp

2. Enter the user name and password and click Log on.

   Demantra displays the Administration page, which includes the following choices:

   

   See also

   "Customizing Demantra Web Pages"

Configuring Menus in Collaborator Workbench

You can configure the Planning Applications and Tools and Applications menus, which are in the tool bar at the top of the Collaborator Workbench page.

To configure Collaborator Workbench menus

1. Log into the Collaborator Workbench Administrator. See "Logging onto the Collaborator Workbench Administrator".

2. Click Define Menus.

   The system displays a page showing the current contents of Planning Applications and Tools and Applications menus:

   

To add a menu item

1. Within either the Planning Applications or Tools and Applications section, click the Add button.

   A page appears prompting you for information about the item to add.

   

2. In the Item Title field, specify the title of the menu item as it should appear in the menu.

3. For Type, choose one of the following options:

   Planning Applications	Starts a Demantra desktop product.
   Program Initiation	Starts an ordinary executable.
   Web link	Opens a Web page.
   Encrypted User/PWD	Starts a product with encrypted user name and password. Do not use for a product installed on a Citrix Metafile server.
   Special Citrix	Starts a product installed on the Citrix Metafile server. Sends an encrypted user name and password.

4. Complete the rest of the fields as follows:

   Description	Optional description of this menu item.
   Program	Path and filename of a file to be executed. This field is hidden if the type is Web link. See "Running Oracle Executables from Collaborator Menus" for options.
   Target	A URL. This field is visible only if the type is Web link.
   Parameters	Any command line arguments that the executable file accepts. For example, suppose that the executable is SPM.exe and it accepts arguments to bypass the login, as follows: SPM.exe /autologin userid=username pwd=password In this case, specify Program as SPM.exe and use the following parameter string: /autologin userid=username pwd=password For the syntax to run specific Demantra executables, see "Running Oracle Executables from Collaborator Menus".

5. Click OK to close the popup page and save your changes.

To edit a menu item

1. Check the check box next to the menu item.

2. Click the Edit button.

   A page appears prompting you for information about the item to change.

3. Complete the fields as in "To add a menu item".

4. Click OK to close the popup page and save your changes.

To delete a menu item

1. Check the check box next to the menu item.

2. Click the Delete button.

   A warning message appears.

3. Click OK to confirm the deletion.

To change the order of the items in a menu

1. In the section corresponding to that menu, click the Order button.

   The system displays a popup page where you can change the order of the items.

   

2. Select an item and click an arrow button to move the item up or down in the list.

3. When you are done, click OK.

   See also

   "Running Oracle Executables from Collaborator Menus"

Running Oracle Executables from Collaborator Menus

When you configure the Planning Applications and Tools and Applications menus, you typically add menu items that launch Demantra executables.

This section lists the basic syntax needed in common situations.

Executable to launch	Settings to use in Menu Item dialog box*
Program	Parameters/Notes
Member Management	Path and filename of the dp.exe file in your installation	tools/member management
Chaining Management	Path and filename of the dp.exe file in your installation	tools/chaining management
Demand Planner, bypassing login screen	Path and filename of the dp.exe file in your installation	/autologin userid=user pwd=password Here user is the user ID and password is the corresponding password.
Promotion Effectiveness Analytical Engine	Path and filename of the EngineManager.exe file in your installation	mode profile_ID Here, mode is either: 1=batch mode 99=simulation And profile_ID specifies the engine profile to use. For additional parameters, see "Engine Parameters".
* In all cases, Type should be Planning Applications.

For information on how to add menu items to Collaborator Workbench, see "Configuring Menus in Collaborator Workbench."

Configuring the Panes

To specify your pane configuration

1. Log into the Collaborator Workbench Administrator. See "Logging onto the Collaborator Workbench Administrator".

   Oracle Demantra displays the Administration page, which includes the following choices:

   

2. Click Default Pane Layout.

   The Personalize - Modules page appears. This page contains two lists: one for items that can be displayed in the wide pane and one for items that can be displayed in the narrow pane.

   

   These lists include the following:

   • My Tasks and My Worksheets, which can be displayed only in the wide pane

   • Who's Online, which can be displayed only in the narrow pane

   • Worksheets that have been defined as content and to which you have access. When a worksheet is defined as content, it is defined as belonging to the wide pane or the narrow pane.

   

3. In each list, use the check boxes to select or deselect the modules that you want to see.

4. Click Next.

   The Personalize - Order page appears. Like the previous page, this page has one list for the wide pane and one for the narrow pane.

   

5. Select a module and then click the up or down buttons to change its position in the list.

   The order here is the order in which these modules are shown in Collaborator Workbench.

6. Click Next.

   The next page summarizes your choices. You can return to the previous pages to make further alterations.

7. Click Finish to save your changes. Or click Back to go back to the previous pages.

   See also

   "Specifying Content Pane Security"

Specifying Content Pane Security

You can control access to the different Collaborator Workbench panes (My Tasks, My Worksheets, and Who's Online).

To specify access to Collaborator Workbench panes

1. Log into the Collaborator Workbench Administrator. See "Logging onto the Collaborator Workbench Administrator".

   The Administration page appears.

2. Click Define Content Security.

   The system displays a table with one row for each user. Here you specify which panes to make available to each user.

   

3. Do one of the following:

   • Check the check box for a pane to grant user access to the user.

   • Clear the check box for a pane to deny access to the user.

4. Click Finish.

   See also

   "Configuring the Pane Configuration"

Replacing Default Demantra Graphics

The Web-based Demantra products contain default images that you can replace with your organization's own designs. To do so, just back up the default images and substitute your own image files, giving them the same filenames as listed here.

The graphic files are in the following directory:

Demantra_root/Collaborator/portal/images

You can replace any of the graphics files in this directory. If you replace the default graphics with other graphics that have the same width and height, those graphics will fit on the page without the need for any further editing. If your graphics files have different dimensions, you may need to edit the corresponding page to accommodate them.

Collaborator Workbench Splash Screen

The splash screen uses the graphic collaborator_splash.gif.

Collaborator Workbench Login Page

On the login page, the most commonly replaced images are the following:

• customerLogo.gif

• customerTxt.gif

• customerPics.gif

• collaboratorTitle.gif

• collaboratorTxt.gif

Collaborator Workbench Main Page

On the main page, the most commonly replaced images are as follows:

• customer_logo.jpg

• collaborator_logo.gif

Customizing the Collaborator Workbench Login Page

The login page is Demantra_root/Collaborator/portal/loginpage.jsp

You can edit this page and you can redesign the layout and design as you wish.

Caution: A basic knowledge of HTML is required to perform this task.

However, the following code must be retained, because this provides the login functionality:

<TD>
<!-- The login area (username, password, language, login)--> <%@ include file="loginarea.jsp" %>
\</TD>

Configuring Links in Collaborator Workbench

The main Collaborator Workbench page provides a set of default links, some of which are configurable. These links are located on the second toolbar.

To configure these links, edit the file secondbar.jsp.

Caution: A basic knowledge of HTML is required to perform this task.

Links can be added, but the layout of the page must not be changed. Configurable links are marked by href = "#".

Link	Comments
Personalize	Must not be changed. Vital functionality depends on this link
Site Map	This is an empty link that can be customized or removed as required.
Search	This is an empty link that can be customized or removed as required.
Home	This performs a logout and redirects to the login page. This would typically be reconfigured to link to the customers' home page.
Support	This is an empty link that can be customized or removed as required. This would typically be used to provide an email link to the webmaster.

Also see "Collaborator Workbench".