DeepSee End User Guide
Using the Portal Features
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This chapter describes how to use the basic features of the User Portal. It discusses the following topics:

Note:
Alerts in the User Portal are unrelated to Ensemble alerts.
Displaying Folder Items
The main area of the User Portal displays the dashboards and pivot tables in this Caché namespace, with different icons for dashboards and pivot tables. This item can also display worksheets, links to web pages, and links to Zen reports. All these items are known as folder items, because they can be grouped into folders (which are used primarily for security).
At the top of this area, use the Covers and List options to display Covers View and List View, respectively.
You can also use Menu > Find Dashboard... to open a dashboard.
Covers View
The following shows the Covers View in the SAMPLES namespace:
When you hover the cursor over a cover, DeepSee displays an arrow on the cover, as follows:
If you select the cover arrow, DeepSee displays the dashboard or other item.
If you select anywhere except for the arrow, DeepSee displays an informational dialog box like the following:
To close this dialog box, select the X in the upper right or select the screen outside of this dialog box.
List View
The following shows the List View in the SAMPLES namespace:
This view groups folder items by the folders to which they belong.
Options Available in the Main Area of the User Portal
In the main area of the User Portal (the right area), you can do the following:
Visibility of Folders and Folder Items
The User Portal lists only a subset of the folders and folder items. You can use the Show options to display different groups of folder items.
The options are as follows:
The following table lists all the possible variations and indicates the visibility of the folders and folder items, depending on what you choose for Show:
Marked as Public? Owner Resource User Portal Displays Item to You?
Yes You Any Yes (if you select All or Personal)
Someone else No resource Yes (if you select All or Public)
Resource that is available to you Yes (if you select All or Shared)
Other resource No
No Any Any No (but the item might be available via the Menu, depending on its owner and resource)
Similarly, to define an item so that only you can see it, do the following:
For background information, see Security in DeepSee,” in the previous chapter.
Customizing Covers
When you display the Covers View in the User Portal, DeepSee displays a rectangular cover for each item, and there is a default cover for each type of item. For example, the default cover for a dashboard looks like the following example:
To customize a cover:
In either case, DeepSee displays the Book Cover Editor, which looks like this:
Note the following:
Cover Parts
A cover has the following parts that you can customize separately:
Cover Options
The following table summarizes the options available for each part:
Option Notes Available for Background? Available for Header, Title, Subtitle, and Footer? Available for Image?
Visible Optionally clear this option to hide this element yes yes yes
Text Type a string or select a token to represent specific text from the selected item no yes yes
Color Select a color to use for the text no yes yes
Image Select an image or type the URL of an image yes no yes
Background Select a color for the fill pattern for this element yes yes yes
Make Image Full Size Select this option to make the image fill the background, if it does not already do so yes no no
Font Select a typeface no yes yes
Font Size Use the slider to specify the font size or select the check box to reset to the default no yes yes
Text Style Select a text style no yes yes
Align Select an option to make this element left-aligned, centered, or right-aligned no yes yes
Top Use the slider to specify the top position of this element or select the check box to reset to the default yes yes yes
Left Use the slider to specify the left position of this element or select the check box to reset to the default yes yes yes
Height Use the slider to specify the height of this element or select the check box to reset to the default yes yes yes
Width Use the slider to specify the width of this element or select the check box to reset to the default yes yes yes
Margin Use the slider to specify the margin around this element yes yes yes
Padding Use the slider to specify the padding around this element yes yes yes
Opacity Use the slider to specify the opacity of this element yes yes yes
Radius Use the slider to specify the radius of the corners of this element yes yes yes
Customizing the Covers View
You can customize the font and colors used in the background of the Covers View in the User Portal. For example:
To do so:
  1. Select the < button at the left.
    It is not necessary to be in Covers View.
  2. Select Background.
  3. Specify the following options:
    Or select Reset Styles to remove all customizations.
These changes are visible to all users in this namespace.
Using Worklists in the User Portal
The home page of the User Portal always includes two worklist areas on the left, and these display different worklists depending on your site configuration. For any worklist area, the upper right corner might display icons to indicate which worklists it can display. For example:
If no icons are shown, this worklist area can display only one worklist.
The highlighted icon indicates which worklist is currently displayed in the worklist area. You can select a different icon to display the corresponding worklist in this area instead.
For the User Portal, the available worklists are as follows:
In all cases, to open an item, select it. To remove an item from a worklist, select the X button.
Hiding or Showing the Worklists
The upper right corner of the main area displays a << button that you can use to toggle the display of worklists:
Select the << button to hide the worklists. Then select the >> button to display them again if needed.
Registering or Unregistering for Alerts
To change whether you are registered for alerts:
  1. Access the User Portal home page.
  2. The system displays a dialog box like the following:
  3. Specify the following options:
  4. Select OK.
Sending an Alert
You can send alerts to other DeepSee users, if those users have registered for alerts. To do so:
  1. Open a dashboard that contains the data about which you want to send the alert.
  2. The system displays a dialog box like the following:
  3. Specify the following options:
  4. Select OK.
Viewing Alerts
To view your alerts:
  1. In a worklist area, select the Alerts button .
    You might see something like this:
    Note the following items:
  2. Select anywhere in the row for an alert to open it. The system then opens the associated dashboard and displays the alert details in the Alert Details worklist, as follows:
Sending Email
From within a dashboard, you can send email that contains a link to the dashboard, if your system is configured for this. To do so:
  1. Open a dashboard that contains the data about which you want to send the alert.
  2. If this option is not present, then your system is not configured to support email.
  3. The system then does one of the following:
How DeepSee Supports Email
Your can be configured to support email in either of two ways:
It can also be configured not to support email. Consult your implementers, who should read the DeepSee Implementation Guide.
Managing Workflow Tasks
If you are an Ensemble workflow user, the main area of the User Portal displays an item labeled Workflow Inbox.
You use this to manage your workflow tasks. If you select Workflow Inbox, the User Portal displays something like the following:
This list shows all unclaimed workflow tasks (marked as NEW) and all open tasks assigned to you.
To manage a workflow task, select it to see its details, which are then displayed in the lower area of the page:
This example shows the built-in buttons and one custom editable field (Comments); you might see additional buttons and fields, depending on the task definition.
For a selected task, you can do any of the following:
Creating Links to Web Pages and Zen Reports
In the User Portal, you can also create links to web pages and to Zen reports. To do so:
  1. Select the + button at the top.
    Or select the < button at the left and then select Add.
  2. Select Add Link or Add Report Shortcut, depending on what you want to add.
  3. Specify the following options:
If you specify categories for items, Covers View groups items by category. For example: