7 Setting Up Viewable and Configurable Portlets

This chapter contains the following topics:

7.1 Understanding Viewable and Configurable Portlet Types

In the JD Edwards Collaborative Portal and WebCenter, you can set up viewable and configurable portlets for these types of portlets:

  • Isolated URI (IURI)

    This type of portlet is the most flexible because it is not actually integrated into the Portal. IURI portlets allow you full access to the browser frame and to take existing web content and display it in the Portal.

  • URI

    This type of portlet always requires interaction between the Portal and a web server. URI portlets can be written as CGI, Java servlets, or HTML pages, and they can reside on a server other than the Portal server. URI portlets tend to be slower than the other portlets.

  • HTML

    This type of portlet requires no interaction with an external server, so it provides quick response with very little external resource load. HTML portlets can contain references to applets, ActiveX controls, and images, but the HTML is taken directly from JD Edwards EnterpriseOne database, so the content is static. You can take advantage of pass-through functions, such as RunOWApp and addRunOWAppFI with HTML portlets as well. These functions enable you to launch JD Edwards EnterpriseOne applications.

  • Supplier Relationship Management (SRM)

    This portlet provides a fully configurable shell portlet that you can modify without Java programming. You can select the queries to display in the portlet at runtime using a wizard interface.

Viewable portlets can be initialized only to an existing portlet type, but may be initialized by anyone. After initializing a viewable portlet, users cannot modify its definition.

Configurable portlets enable you to initialize a portlet to an existing portlet type or create a new portlet definition. In addition, when you initialize a configurable portlet, you define permissions to determine the type of access users have to the configurable portlet. You can grant either View or View, Config access. View permissions allow users to use a configurable portlet, but prevents them from modifying the definition of the portlet. View, Config permissions allow users to modify the definition and the permissions of a portlet. A user who has View, Config permissions basically has the same permissions of a system administrator. Therefore, you should carefully consider the users to which you grant View, Config permissions.

If a user only has view access to a configurable SRM portlet, the user may still edit the portlet if it contains alert parameters that can be personalized. In this case, the SRM portlet displays an Edit icon that users can select to modify the alert parameters.

7.2 Initializing Viewable and Configurable Portlets

This section discusses how to:

  • Initialize viewable HTML, URI, IURI portlets.

  • Initialize configurable HTML, URI, IURI portlets.

  • Initialize a viewable SRM Portlet.

  • Initialize a configurable SRM portlet.

7.2.1 Prerequisites

If you are using the JD Edwards Collaborative Portal, make sure that the WebClient_Portal.war file that contains these portlets has been deployed on the IBM WebSphere Portal.

7.2.2 Initializing Viewable HTML, URI, IURI Portlets

You can initialize viewable HTML, URI, IURI portlets only to an existing portlet type.

Access the portal page that contains the viewable HTML_URI_IURI Component portlet.

  1. In the portlet, click the Configure icon.

  2. Under Configure Portlet Choice, select an existing portlet from the drop-down list box and then click the Done button.

    The initialized portlet appears on the Portal page.

7.2.3 Initializing Configurable HTML, URI, IURI Portlets

Access the portal page that contains the Configurable_HTML_URI_IURI_Component portlet.

  1. In the portlet, click the Configure icon.

  2. If you want to use an existing portlet definition, perform these steps:

    1. Select the Select an existing portlet option.

    2. Select an existing portlet from the drop-down list box, and then click the Done button.

  3. To create a new portlet definition, select the Create a new portlet of portlet type option, and then select HTML, URI, or IURI from the drop-down list box.

  4. Click the Next button and then complete the fields according to the type of portlet selected:

    Portlet Type Fields Description
    HTML Name Enter a unique ID for the portlet. The maximum field length is 10 characters. This ID must be unique across the system.
    N/A Title Enter a name for the portlet. This is the name that appears when the system provides a list of portlets for a user to select from. The maximum field length is 30 characters.
    N/A HTML Code Enter or edit existing HTML for this component.
    URI Name Enter a unique ID for the portlet. The maximum field length is 10 characters. This ID must be unique across the system.
    N/A Title Enter a name for the portlet. This is the name that appears when the system provides a list of portlets for a user to select from. The maximum field length is 30 characters.
    N/A Support Cookies Indicates whether the component can support cookies.
    N/A Component URL Enter a URL to existing web content. Select one of the following protocols from the drop-down list box and then enter the remaining path for the URL:
    • http://

    • https://

    Select none if the URL is relative to the context of the portlet.

    IURI Name Enter a unique ID for the portlet. The maximum field length is 10 characters. This ID must be unique across the system.
    N/A Title Enter a name for the portlet. This is the name that appears when the system provides a list of portlets for a user to select from. The maximum field length is 30 characters.
    N/A Width Select the percent or pixels option, and then enter the appropriate value to determine the width of the component IFRAME.
    N/A Height Indicates the height in pixels of the component IFRAME.
    N/A Scrolling Select Yes to always display scrollbars in the IFRAME. Select No to never display scrollbars. Select Auto to allow the IFRAME to display scrollbars if they are needed.
    N/A Component URL Enter a URL to existing web content. Select one of the following protocols from the drop-down list box and then enter the remaining path for the URL:
    • http://

    • https://

    Select none if the URL is relative to the context of the portlet.


  5. Click the Next button.

  6. In the Add Permissions region, select the type of permission that you want to assign from the Permissions drop-down list box.

    • View

      Select this option to grant only view access to the portlet.

    • View, Config

      Select this option to grant users the capability to re-configure the portlet definition and permissions.

  7. In the Who group box, select the option according to the users to which you want to assign permissions and complete the fields accordingly:

    • User

    • Role

    • *PUBLIC

  8. Select the Update button to add the permissions record.

    The record appears in the Edit/Remove Permissions region.

  9. In the Edit/Remove Permissions region, you can modify or remove permissions.

  10. Select the Done button to complete the portlet initialization.

7.2.4 Initializing a Viewable SRM Portlet

You can initialize viewable SRM portlets only to an existing portlet.

Access the portal page that contains the viewable SRMComponent portlet.

  1. In the portlet, click the Configure icon.

  2. Under Supplier Relationship Management Portlet Choice, select an existing portlet from the drop-down list box.

    The initialized portlet appears on the portal page.

    An initialized viewable SRM portlet may contain an edit icon if the portlet contains an alert that a user can personalize.

7.2.5 Initializing a Configurable SRM Portlet

Access the Portal page that contains the Configurable_ SRMComponent portlet.

  1. In the Configurable_SRMComponent portlet, click the Configure icon.

  2. If you want to use an existing portlet definition, perform these steps:

    1. Select the Select an existing portlet option.

    2. Select a portlet from the drop-down list box, and then click the Done button.

  3. To create a new SRM portlet definition, select the Create a new portlet option, and then click the Next button.

  4. For a new portlet definition, perform the necessary steps to select and configure the SRM alerts.

    See "Configuring the SRM Portlet Using the Configuration Wizard" in the JD Edwards EnterpriseOne Supplier Relationship Management Collaboration Implementation Guide.

    After you select the SRM alerts and configure the alert parameters, the portal displays the page that you use to define permissions for the portlet.

  5. In the Add Permissions region, select the type of permission that you want to assign from the Permissions drop-down list box.

    • View

      Select this option to only allow users to view the portlet.

    • View, Config

      Select this option to grant users the capability to re-configure the portlet definition and permissions.

  6. In the Who group box, select the option according to the users to which you want to assign permissions and complete the fields accordingly:

    • User

    • Role

    • *PUBLIC

  7. Click the Update button to add permissions.

    The record appears in the Edit/Remove Permissions region.

  8. In the Edit/Remove Permissions region, you can modify permissions or remove permissions.

  9. Click the Done button to complete the portlet initialization.