Portal Management
Introduction
The following describes the heirarchy and relationship of a portal and its sub items (projects) from the owners persepective. The end user only sees the portal as a link and need not be aware there is any difference between a portal and a project. To an end user, the project is a portal.What is a portal?
A portal, from Secure Collaboration Portal (SCP) perspective is a distinct group of secure web pages and elements that can be viewed after a user has logged in and been granted access.What is a project?
These secure items are further grouped into collections which can be described according to the trade, service or information they may represent. For example a lawyer may create a distinct group of cases, a property investor a distinct group of properties and a doctor a distinct group of patients.Throughout this documentation we will refer to the Portal as a collection of these distinct group of items, and that distinct group of items as a project.
The Lawyer/Property Investor Scenario
In this case the layer or property investor may open a project for each case or property they own. The information held in each project is unique to each project and they can manage the permissions and right to read/write each project individually.
The Doctor/Patient scenario
In this scenario the doctor has elevated the patient from a project to a portal. Each portal contains a number of projects which is merely the term used to describe a selection of related items. Each patient may have a number of similar items such as blood tests, x-rays and other relevent, but distinct information.
See the project glossary for other terms used in this documentation.
Creating a custom template
The pages viewed by the end user can be customised to use the same design as the host site. This is achieved by taking a blank template and adding some tokens to the HTML code where the chunks of information from the portal will be insterted.
Once the templates are modified they need to be uploaded to a sub folder of your portal directory, typically this would be tpl/yourDesignName and this path added to the project design input field.
The following links go into the process in more detaill.
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