Role-based Icons & Content

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

2. 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.

3. 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

4. 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

5. La Salle Architecture Luminis 2.8  3.2 LUWIS email calendar Banner 6.x Self Service Student email Employee email WebCT Students Faculty Employees Students Faculty Employees Alumni Students Employees Faculty

6. 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?

7. 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

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

9. 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.

10. Creating Roles/Access Groups

12. 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.

13. La Salle’s Order of Precedence Employee = 100 Faculty = 60 Alumni = 55 Student = 50 Prospectday = 30 Prospecteve = 30 Prospectgrad = 30 Prospect = 20 All-users = 10

14. 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>

15. 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

16. Enhancing the nested-tables.xsl • Purpose 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

17. nested-tables.xsl logic Variable 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>

18. Examples of nested-tables.xsl Variable declaration Existing Access Group/Existing variable <xsl:variable name="isEmployee"> <xsl:if test="/layout/cp:cpInfo/cp:cpProperty[@name='pdsRole'] /child::cp:cpV alue[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>

19. 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>

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

21. 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.lasal le.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>

22. Screenshots

23. Employee/Faculty/Alumni role

24. Employee/Faculty/Alumni role Employee email server

25. Alumni role

29. Prospect role

30. Questions? • Contact Information: • Jeff Leisse • Email: leisse@lasalle.edu • Phone: 215.991.3553 • Visit our mylasalle portal: • http://my.lasalle.edu • User ID = guest • Password = lasalle Thank you!