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Oracle9iAS
Portal Discoverer and Portal Integration
Module Objectives
Purpose
This module focuses on how to add and customize Discoverer Portlets
on a portal page using Oracle9iAS
Portal.
Objectives
After completing this module, you should be able to:
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Connect to Oracle9iAS
Portal |
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Add a Discoverer portlet to a portal page |
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Customize Discoverer portlets |
Prerequisites
Before starting this module, you should have:
Overview
Oracle9iAS
Portal is a component of Oracle9i
Application Server. It provides an easy-to-use software framework
for creating and maintaining Enterprise Portals,which are Internet or
intranet sites that provide a personalized, single point of interaction
with a company's suite of applications.Each portal page consists of content
presented through one or more portlets.A portlet is a reusable, pluggable
component that displays information from a data source. A portal page
consists of content presented through one or more portlets. Portlets are
areas within portal page that display the information. Portlets deliver
the output in HTML/XML form to the portal page.The portlets in a portal
page are provided by entities known as portlet providers. A portlet provider
is an entity that owns and manages one or more portlets. Oracle9iAS
Discoverer is a portlet provider to Oracle9iAS
Portal, and provides two types of portlets: List of Database Workbooks
portlet, Worksheet portlet.
The integration of Oracle9iAS
Discoverer with Oracle9iAS
Portal enables Discoverer users to share their analysis of data with virtually
everyone with access to a portal page. When you publish a Discoverer portlet,
you can allow authenticated or casual users access to a list of Discoverer
workbooks, or Worksheets. Portal users can open a workbook from the list
of published workbooks by simply clicking the workbook name. When Portal
users select a workbook to open, Discoverer Viewer launches and the content
of the workbook is made available to the portal user. Similarly, from
a Worksheet portlet, you can launch Discoverer Viewer by clicking the
View Worksheet link.
Scenario
You are a women's clothing buyer for MyCompany's New York
(NY) store. You want to share Discoverer workbooks and worksheets that
you have created using Discoverer Plus after analyzing the Sales History
information, with a wider spectrum of portal users, who are your customers,
employees, and partners of the enterprise.
You use Oracle9iAS
Portal to publish Discoverer content, so that portal users can take a
look at the workbooks and worksheets that you have created.Whenever portal
users open a workbook or a worksheet from a portal page, Discoverer Viewer
is launched and information is made available to the users.
Adding a Discoverer Portlet to a Portal page
To begin, you first need to connect to Oracle9iAS Portal.
| 1. |
Display the portal page where you want to add a Discoverer portlet
and click the Edit Page button.
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2.
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Select Layout from the list of Editing Views.
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| 3. |
Click the Add Portlets icon to display the Add Portlets To Region
page.
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| 4. |
In the Available Portlets area, select DiscovererProvider from
the list of available portlet providers.
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| 5. |
Click either the List of Database Workbooks or the Worksheet link
to add a Discoverer portlet to the Selected Portlets list.
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| 6. |
Click the OK button to close the Add Portlets To Region
page. |
Customizing a List of Workbooks portlet
To customize the content of a List of Workbooks portlet that you have
added to your portal page, go to the Layout tab page.
| 1. |
Click the Edit Defaults link next to the new portlet. This
will start the Edit List of Workbooks Portlet Defaults wizard.
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| 2. |
Use the Select Database Connections page to specify the following:
-Publisher's connection
-Which connection (if any) to use for casual users (users that are
not logged in)
-Which connection to use for authenticated users (users that are
logged in)
When you are finished with your selections, click the Next button
to move to the next step.
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3.
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Use the Portlet Settings page to specify the portlet title, the
order of workbooks, and the maximum number of workbooks to display,
and display columns.
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| 4. |
Use the Set Refresh Options page to specify when the workbook list
is refreshed. You can specify a refresh schedule in terms of hours,
days, weeks, or months.
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| 5. |
Use the Review page to check that you have selected the correct
portlet options. Click Finish to save the settings that you have
specified in steps 1, 2, and 3 of the wizard.
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| 6. |
In the layout tab page, click the Graphical link to go to
the Graphical View.
The list of workbooks portlet shows all the workbooks that are
saved in the database. You can now click on the workbook name to
open it.
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Customizing a Worksheet portlet
To customize the content of a Worksheet portlet that you have added to
your portal page, click the Edit Defaults link next to the new portlet.
This will start the Edit Worksheet Portlet Defaults wizard. (Note: The
Edit Defaults link can also be used to change the default settings for
an existing Worksheet portlet.)
| 1. |
The first step is the same as that for customizing the List of
Workbooks Portlet. Use the Select Database Connections page to specify
the settings given step1 for customizing the List of Workbooks Portlet.
When you are finished with your selections, click the Next button
to move to the next step.
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2.
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Use the Select Workbook page to specify the workbook in which the
worksheet is stored. Click the Workbook drop down list to select
the workbook name
with the worksheet that you want to publish, then click the Next
button.
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| 3. |
Use the Select Worksheet page to specify which worksheet you want
to publish to your portal page. From the Worksheet drop down list,
select the name of the
worksheet that you want o publish and click the Next button.
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| 4. |
(Optional) If parameters are defined for the worksheet,
the Select Parameter Values page is displayed. Specify the parameter
values that you want to be used when users visit the page. Check the
"Allow logged in users to customize parameter values" check
box, if you want to allow users to personalize the portlet
content. (Note: Personalization allows users to choose the content
of a portlet based on their own set of parameter values.) |
| 5. |
Use the Select Portlet Settings page to specify a title for the
portlet.
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| 6. |
Use the Set Refresh Options page to specify when the worksheet
is refreshed. You can specify a refresh schedule in terms of hours,
days, weeks, or months.
When you are finished with your selections, click the Next button
to review and confirm your selections for all the portlet default
settings that you have selected thus far.
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| 7. |
Use the Review page to check that you have selected the correct
portlet options. Click Finish to save the settings that you have
specified in steps 1 through 6 of
the wizard.
Note: Other portal users, other than the portlet publisher can customize
Discoverer portlets , provided they are given privileges by the
publisher to customize portlets
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| 8. |
The portal page will now show the Discoverer data and is now available
on the company portal page.
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Module Summary
In this module, you should have learned how to:
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Connect to Oracle9iAS
Portal |
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Add a Discoverer portlet to a portal page |
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Customize a List of Workbooks portlet |
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Customize a Worksheet portlet |
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