Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr....

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Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead

Transcript of Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr....

Page 1: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

Role-based Icons & ContentPresented by:

Jeff LeisseSoftware Specialist

&Patrick J. Kelly

Sr. System Analyst / Portal Technical Team Lead

Page 2: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

Introduction

Presentation involves a discussion regarding the creation of role-based icons and content specific to La Salle University’s web portal (mylasalle.edu)

Attendees will gain knowledge of how we customized our portal to meet the needs of our constituents.

Page 3: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

Topics for discussion

La Salle University profile Problem Statement Technical Solution

• Create Access Groups roles ≈ access groups• Modify the dlm.xml• Enhance the nested-tables.xsl style sheet

Code examples Screenshots of Solution Q & A

Page 4: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

La Salle University

La Salle is a Catholic, comprehensive University founded by the Christian Brothers in Philadelphia in 1863.

Committed to personalized, humanistic, practical education

6,345 current undergraduate, graduate and continuing studies students in attendance

Two campuses: one in Northwest Philadelphia and one in Newtown, Bucks County, 25 miles north of the city

Page 5: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

La Salle Architecture

calendaremailLUWIS

Employee email

WebCTBanner 6.x

Self Service

Student email

Students

Faculty

Employees

Students

Faculty

Employees

Alumni

Students Employees

Faculty

Luminis 2.8 3.2

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Problem Statement

La Salle University uses two Lotus Notes 6.5 email servers (two CPIP connectors)• One for students• One for employees and faculty

Prospects and Alumni do not currently receive La Salle email accounts• Alumni email will be outsourced

Prospects do not use Banner Self Service icon Can we give users “one-click” access to Banner

Self Service products?

Page 7: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

Problem Statement (cont’d)

Icons such as email & calendar need to be role-based

Content must also be available for prospects, applicants, and alumni

Roles and order of precedence must be added and reconfigured in dlm.xml

Luminis style sheet (nested-tables.xsl) must include logic to handle redirection of icons

Page 8: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

Technical Solution

Create Access Groups (icons & content)Modify the dlm.xml (config file)Enhance the nested-tables.xsl (config file)

Page 9: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

Creating Access Groups

Access groups will be referenced later on in the dlm.xml and nested-tables.xsl.

Stored in the LDAP and later called to customize icons and content.

First step in the process.

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Creating Roles/Access Groups

Page 11: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.
Page 12: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

Modifying the dlm.xml

Purpose of dlm.xml• used to set precedence for the individual roles.

Content is displayed in the order set by the logic within the dlm.xml file.

Precedence is set within a range of 0 -100. The role with the highest number receives the highest precedence, and so on.

Precedence = content tab displayed left to right. The number given to a role is arbitrary and is

only used in relation to other roles.

Page 13: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

La Salle’s Order of Precedence

Employee = 100Faculty = 60Alumni = 55Student = 50Prospectday = 30Prospecteve = 30Prospectgrad = 30Prospect = 20All-users = 10

Page 14: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

Examples of dlm.xml code

<dlm:fragment name='Employee' ownerID='employee-lo' precedence='100'>

<dlm:audience evaluatorFactory='com.pipeline.uportal.dlm.provider.CPPersonEvaluatorFactory'>

<attribute name='role' mode='equals' value='employee'/>

</dlm:audience>

</dlm:fragment>

<dlm:fragment name='Faculty' ownerID='faculty-lo' precedence='60'>

<dlm:audience evaluatorFactory='com.pipeline.uportal.dlm.provider.CPPersonEvaluatorFactory'>

<attribute name='role' mode='equals' value='faculty'/>

</dlm:audience>

</dlm:fragment>

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dlm.xml (cont’d)

<dlm:fragment name='Students' ownerID='student-lo' precedence='50'>

<dlm:audience evaluatorFactory='com.pipeline.uportal.dlm.provider.CPPersonEva

luatorFactory'>

<paren mode="AND">

<attribute name='role' mode='equals' value='student'/>

<paren mode="NOT">

<attribute name='role' mode='equals' value='faculty'/>

</paren>

</paren>

</dlm:audience>

</dlm:fragment>paren mode gives the flexibility to omit student content for users who have both faculty and student roles

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Enhancing the nested-tables.xslPurpose of nested-tables.xsl

• style sheet used to manipulate the icons within the uportal framework.

You can use xsl functions to check the user’s role in the LDAP.

Once the role is identified, you have total control of what function(s) you want the icon(s) to perform.

Role logic is case-sensitive

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nested-tables.xsl logicVariable Declaration

<xsl:variable name=“variable">

<xsl:if test="/layout/cp:cpInfo/cp:cpProperty[@name='pdsRole'] /child::cp:cpV

alue[text()=‘variable' or text()=‘Variable' or text()=‘VARIABLE']">

<xsl:value-of select="'true'"/>

</xsl:if>

</xsl:variable>Test Block

<xsl:choose> <xsl:when test="$variable='true'">

Logic behind icon i.e. URL </xsl:when> <xsl:otherwise></xsl:otherwise></xsl:choose>

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Examples of nested-tables.xslVariable declaration

Existing Access Group/Existing variable <xsl:variable name="isEmployee"> <xsl:if test="/layout/cp:cpInfo/cp:cpProperty[@name='pdsRole']

/child::cp:cpValue[text()='employee' or text()='Employee' or text()='EMPLOYEE']"> <xsl:value-of select="'true'"/> </xsl:if> </xsl:variable>

Existing Access Group/Variable Created <xsl:variable name="isAlumni"> <xsl:if test="/layout/cp:cpInfo/cp:cpProperty[@name='pdsRole']

/child::cp:cpValue[text()='alumni' or text()='Alumni' or text()='ALUMNI']"> <xsl:value-of select="'true'"/> </xsl:if> </xsl:variable>

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nested-tables.xsl (cont’d)

Variable Declaration (cont’d)

No Access Group/Variable Created to Display Banner Self Serve Icon

<xsl:variable name="isBrotherLuwis">

<xsl:if test="/layout/cp:cpInfo/cp:cpProperty[@name='pdsRole'] /child::cp:cpV

alue[text()='employee' or text()='Employee' or text()='EMPLOYEE' or text()='faculty' or text()='Faculty' or text()='FACULTY' or text()='student' or text()='Student' or text()='STUDENT' or text()='alumni' or text()='Alumni' or text()='ALUMNI']">

<xsl:value-of select="'true'"/>

</xsl:if>

</xsl:variable>

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nested-tables.xsl (cont’d)Test Block

<xsl:choose> <xsl:when test="$isEmployee='true'"> <xsl:if test="not(/layout/cp:cpInfo/@email.enabled='false')"> <TD VALIGN="BOTTOM" ALIGN="CENTER"><A HREF="http://luminis.lasalle.edu/cp/ip/login?sys=inotes&amp;url=blitszzy" target="new" onMouseover="img_act('aa'); window.status=''; return true;" onMouseOut="img_inact('aa');"><IMG SRC="{$mediaPath}/{$skin}/controls/email_dft.gif" ALT="e-mail" NAME="aa" WIDTH="39" HEIGHT="26" BORDER="0" HSPACE="6"/></A></TD> </xsl:if> </xsl:when>

<xsl:when test="$isStudent='true'"> <xsl:if test="not(/layout/cp:cpInfo/@email.enabled='false')"> <TD VALIGN="BOTTOM" ALIGN="CENTER"><A HREF="http://luminis.lasalle.edu/cp/ip/login?sys=isln&amp;url=blitszzy" target="new" onMouseover="img_act('aa'); window.status=''; return true;" onMouseOut="img_inact('aa');"><IMG SRC="{$mediaPath}/{$skin}/controls/email_dft.gif" ALT="e-mail" NAME="aa" WIDTH="39" HEIGHT="26" BORDER="0" HSPACE="6"/></A></TD> </xsl:if> </xsl:when>

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nested-tables.xsl (cont’d)Test Block

Banner Self Service Icon – LSU MOD

<xsl:choose> <xsl:when test="$isBrotherLuwis='true'"> <TD VALIGN="BOTTOM" ALIGN="CENTER"><A HREF="http://luminis.lasalle.edu/cp/render.UserLayoutRootNode.uP?uP_tparam=utf&amp;utf=/cp/school/sctmain" target="new"><IMG SRC="/cps/images/misc/luwis1_new.gif" width="39" height="26"BORDER="0" HSPACE="6"/></A></TD> </xsl:when> <xsl:otherwise></xsl:otherwise></xsl:choose>

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Screenshots

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Employee/Faculty/Alumni role

Page 24: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.

Employee email server

Employee/Faculty/Alumni role

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Alumni role

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Page 27: Role-based Icons & Content Presented by: Jeff Leisse Software Specialist & Patrick J. Kelly Sr. System Analyst / Portal Technical Team Lead.
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Prospect role

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Questions?

Contact Information:• Jeff Leisse

Email: [email protected] Phone: 215.991.3553

• Visit our mylasalle portal: http://my.lasalle.edu

– User ID = guest– Password = lasalle

Thank you!