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1. Open your Web browser.
2. Type the URL of the Portal Server in the Address field and press Enter.

   For example, the URL might resemble the following

   http://servername:port/servlet/portal

   where:

   servername

   Is the server name (or IP address) of the Portal Server.

   port

   Is the port that the Portal Server monitors.

   The Portal Login page opens.

   

3. Type a user ID and password in the appropriate fields and click OK.

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You must create a folder in the CleverPath Portal Library that will contain all the WebFOCUS Portlets.

1. Click Knowledge from the main Portal menu bar.

   The Knowledge page opens. The left pane displays a menu bar and the Library/Channels tree, which represents the Library or Channels structure on the CleverPath Portal. The right pane displays a menu bar and lists content and folders associated with the currently active Library or Channel.

   

2. From the left pane Knowledge bar, click Library. The Library tree appears in the left pane.
3. From the Library tree, select the folder within which you want to create a new subfolder. If no folders are currently defined, click Library.

   The right pane now lists the subfolders currently defined for the folder selected in the left pane. The right pane Knowledge bar also changes.

4. From the right pane Knowledge bar, click Create Folder. The Create Folder form appears in the right pane.

   

   Note: The Create Folder feature is only available if you have modify access to the selected folder.

5. Complete the fields on the Create Folder form accordingly. If necessary, click Advanced to set advanced folder properties.
6. Click OK. The Create Folder form closes and the folder list in the Channels/Library palette updates to include the newly defined subfolder.

   

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Once the WebFOCUS folder is created, you must add the portlets that you want to make available in the workplace.

1. Click Knowledge from the main Portal menu bar. The knowledge page opens.
2. From the left pane Knowledge bar, click Library. The Library tree appears.
3. In the Library tree, browse to the WebFOCUS folder and select it.
4. From the right pane Knowledge bar, click Publish File. The Publish Content form opens.

   

5. Type the content URL for the WebFOCUS Portlet you are adding in the Content field and the title in the Title field.

   Click Advanced to go to the advanced properties page and type the following into the Content (mime) Type field:

   portal/variable-url

   Note: You can have multiple instances of the WebFOCUS Report Portlet. To create multiple instances, add the following syntax to the end of the content URL in the Advanced Settings window for each WebFOCUS Report Portlet

   http://hostname/ibi_apps/components/woas/governor/
   WOAS_view.jsp?SID=$USER.username$&view=report&gn=number 

   where:

   hostname

   Is the machine where the WebFOCUS client is installed.

   number

   Is a unique numerical value representing the portlet report number.

6. Click OK.

   The Publish Content form closes and the folder list in the Channels/Library palette updates to show the title and icon for the newly added WebFOCUS Portlet.

   

7. To verify the content URL you entered, select the WebFOCUS Portlet in the Library palette, click Properties in the right pane Knowledge bar, and click Advanced in the Content Properties form.

   

   The Filename field displays the entire content URL for the WebFOCUS Portlet. To change the content URL immediately, type the new address in the Update field and click OK.

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Channels are logical groups of information that contain links to content objects in the Library. If necessary, create a single channel that contains some WebFOCUS Portlets for a specific purpose (for example, testing). In another scenario, you can create multiple channels for specific departments in an organization (for example, human resources or accounting). The following steps describe how to create a channel for the WebFOCUS Portlets.

1. Click Knowledge from the main Portal menu bar. The Knowledge page opens.
2. From the left pane Knowledge bar, click Channels. The Channels tree appears in the left pane. The Channels tree represents the Channel structure on the CleverPath Portal Server.
3. In the Channels tree, select where to create the new channel. Create channels directly in the top level of the hierarchy, or as sub-channels of an existing channel.

   When you select a channel in the left pane, the right pane lists that content channel, including sub-channels (if any). The right pane Knowledge bar also changes.

4. From the right pane Knowledge bar, click Create Channel. The Create Channel form appears in the right pane.

   

5. Complete the fields on the Create Channel form as appropriate. If necessary, click Advanced to set advanced properties.
6. Click OK. The Create Channel form closes and the Channels/Library palette updates to include the newly defined Channel.

   

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Once a channel is created, you will be able to add the portlets to that channel.

1. Click Knowledge from the main Portal menu bar. The knowledge page opens.
2. Click Library from the left pane of the Knowledge bar. The Library tree appears.
3. In the Library tree, select the WebFOCUS folder.

   

4. In the right pane of the Knowledge page, click the properties icon for the portlet you want to assign to a channel.

   The Content Properties form opens.

   

5. In the Properties form, click Assign to Channel. The Assign to Channel dialog box opens.

   

6. In the Available Channels pane of the Assign to Channel dialog, click to select the WebFOCUS Channel to which to assign the item, then click the right arrow icon to add the channel to the Newly Selected Channels pane.
7. Repeat Step 6 for each channel to which you want to assign the item.

   Note: To remove a channel from the Newly Selected Channels pane, click to select it and click the left arrow icon.

8. Click OK to assign the item to the selected channel. The Assign to Channel dialog box closes.
9. In the Properties form, click OK. The item is assigned to the selected channel.

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A workplace is where a user accesses the WebFOCUS Portlets. You can customize the look and feel of a workplace and define multiple workplaces if required. The following steps describe how to create a WebFOCUS Workplace on the CleverPath Portal.

1. Click New from the Workplace bar. A new workplace opens.

   

2. Add portlets to the new workplace by dragging them from the Library/Channels palette. For more information see How to Configure the WebFOCUS Workplace.
3. Click Manage from the Workplace bar.

   The Manage Workplaces dialog box opens.

   

4. Select the New Workplace and rename it to WebFOCUS, using the Rename field.
5. Click OK to save the changes.

   Note: Use the Manage Workplaces dialog box also to change the order in which the workplaces are listed on the Workplace bar, to create new workplaces or to delete existing ones.

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Once you have created the WebFOCUS Workplace, you will be able to populate it with the WebFOCUS Portlets.

1. Click Workplaces from the main Portal menu bar. The current Workplace page opens.
2. Select the WebFOCUS Workplace from the drop-down list or from the Workplaces bar. The WebFOCUS Workplace opens, displaying the Library/Channels palette.

   Note: If the Library/Channels palette does not appear on the left side of the Workplace page, click Configure from the Workplace bar to open it.

3. In the Library/Channels palette, click Channels to add a channel to the workplace or click Library to add an object from the Library to the workplace.
4. In the Library or Channels tree, click the item you want to drag to the workplace and drag from the palette to the workplace.

   When you release the mouse button, the portlet appears as a small window inside the workplace. To resize the portlet, click and drag the bottom and right edges.

5. Repeat Steps 3 through 4 for each Library object or Channel you want to add to the workplace.
6. When you finish adding content to the workplace, click the close button in the upper-right corner of the Library/Channels palette to close the palette. A recommended layout for the WebFOCUS workplace is shown below:

   

   Note: To return the workplace to its state before you began making changes, click Reset from the Workplace bar. If you navigate away from the workplace, the CleverPath Portal automatically saves any changes you made.