Managing your Portals

Managing your Portal within your Panel

To list all portals that are added to the active panel, go to the Panel Utilities > Panel Portal List menu command in Professional Authoring.

The list shows when each portal was created and by whom. The currently published portal for this panel is listed in bold, and the time when the portal was last published is also shown.

Managing your Portal Templates

The same Portal can be used on many different panels simultaneously. Whenever you save a portal as a template the portal is stored as a general (global) portal template, which can later be added to other panels.

A list of all such global Panel Portal templates is found under the Home > Templates > Panel Portal menu command - .

Figure 1 - Example of a Panel Portal template list

When you enter a template, you can right-click on the template name and select Permissions from the menu. A list of all Forsta Plus users in your company is then displayed, so you can decide who in your company should have access to use this particular template.

Note: Users with the Company Administrate permission have by default access to all the company's Portal templates.

Saving a Portal as a Template

To save a portal as a template for later use:

1. Whilst in the panel that has the portal that you wish to save as a template, go to the Panel Portals menu item.
2. Open the portal.
3. In the Panel Portal toolbox, right-click on the portal name (the top node in the toolbox) and choose Save as Template.

An identical copy of the current portal is saved as a template, and is opened in the Panel Portal Designer page. Here you can rename the template, and make changes to the copy or the original without the other being affected.

Exporting a Panel Portal

If you wish to make a Panel Portal available to another server, you can export it as an XML file. The file is then sent by email to a specified email address, whereupon the recipient can import it into the other server.

1. In the Panel Portal toolbox, right-click on the portal name and select Export from the menu.

The Properties dialog opens - .



Figure 2 - The Properties dialog when exporting a portal

2. Type the recipient’s email address into the field, then click OK.

The Task page is displayed, showing a progress bar, the task ID and the status. On completion, the progress bar is at 100% and an OK button appears. An email is sent to the specified recipient, with the compressed XML file attached. The recipient can then save and de-compress the file, then import it into the server (go to Importing a Portal for more information).