Portal personalization

Setup of the Safe X3 WAS site

1. Setup of the Safe X3 WAS site

General tab

1.  Open the Web sites function (GESAYS).
2. Check that the icon used to indicate that the SHRMPORTAL site is the current site is displayed.
3. The Publish site box must be selected for the site to be accessed by Web users.
4. In the General tab, in the Session timeout (mn.), enter the session timeout (the idle period of time in a user session at the end of which the server logs the user off automatically). After this timeout, the user will need to log on again.
5. In the Site under maintenance field, select Yes to display the message The site is temporarily unavailable. Activate this parameter during the maintenance operations performed on the Sage X3 HR & Payroll application.
6. Use the Web services pools block to connect the portal to the Sage X3 HR & Payroll application via a ‘Web services pool’. All the calls to services towards Sage X3 will use this method. This method uses a ‘Web services pool’ defined by the console.
7. In situations where the Web ‘Web services servers’ and ‘Safe X3 WAS’ applications are hosted on the same X3WEB server, you need to select the Internal bus column in the Web services pools grid to activate the connection mode by ‘Internal bus’. This setup bypasses the http/soap layer when X3 Web services are called.

Advanced tab

1. The Activity tracking (*) field must be activated to enable the administrator to track the activity of the portal users via a log file.
2. In the Protocols (*) field, select one of the following values:

• Http (standard) to access all the portal pages in nonsecured mode.
• Http (secured) to access all the portal pages in secured mode (encrypted mode).
   The secured Https mode can downgrade the response times of the portal because all exchanged data will be encrypted/decrypted by the server and the Web browser. We advise you to only use the secured Https mode for the login page.

Technical tab

You should not modify any of the default parameters.

  The Check update (*) boxes can be cleared for the production site to improve response times. In that case, the Safe X3 WAS server will not check the time stamp of the files (placed on the X3 server) when a HTML page is called or when server scripts are run. Based on the network configuration, time gained can amount to up to several tenths of seconds by page.

Personalizing the portal

1. User preferences

Preferences are stored in the CLOB field in JSON format.
If issues arise when reading user preferences, we advise you to delete the content of this field using the Maintenance function (GMAINT).
User preferences are stored in the ACLOB table.

2. Personalizing the lists of values

Some lists (local menus, miscellaneous tables) can be set up using the 'List of values' function (GESAYC).

2.1 Automatic mode

A list of values is a list of codes/labels that can be created in automatic mode from a local menu or a miscellaneous table, or in manual mode. Lists are associated with the Safe X3 WAS site. Make sure that the current site (SHRMPORTAL) is the site where you want to make changes to the values in the lists.

• The title of the list provides the source of the values.
  ML for a Local Menu and TD for a Miscellaneous Table, followed by the code.
• Select the Automatic management mode.

To modify an automatic list, select the Manual management mode and change the values as required.

To return to the original status, select the automatic mode again and enter the title to determine the type and the code of the list or menu.

2.2. Manual mode
You can modify the content of the list by right-clicking the tree view.

• Deletion of values: use the manual mode to delete elements from the original lists and thus limit the size of the 'List boxes' or groups of radio buttons in the user interfaces. To perform this operation, you need to complete the list in automatic mode, then switch to the manual mode to delete values so as to only keep the values relating to the portal.
• Modification of descriptions in miscellaneous tables
  For lists of values based on miscellaneous tables, modify descriptions in the miscellaneous tables and reinitialize the list of values
• Modification of descriptions in local menus
  If it is possible to modify the local menu, modify the description in the local menu. If it is not possible, you need to create a new local menu by duplication and then link the new local menu to the list of values.

2.3. List of countries and currencies
These lists are created by batch using the PRHBATCH function during the installation procedure.

3. Personalizing the presentation

As mentioned in the architecture documentation, the files of the portal HTML project are stored in the X3 server. The portal is personalized by overriding the files (css, images) in the X_TEND/X_FILEAPP personalization folder.
All the files must have a reading access.

3.1. Location
Example of location of files for a SOLPAIEV6 solution, a PAIEV6 Sage X3 HR & Payroll folder and a PORTAL site.
Remote site/produits/V160/SOLPAIEV6/dossier/X3_PUB/PAIEV6/X_TEND/X_HTML/PORTAIL

3.2. File overriding
To personalize a file of the portal:
1. Recopy the file from the reference folder to the X_TEND/X_FILEAPP file while keeping the original tree structure. Create the parent directories if they do not exist yet.
2. Modify this file.
Make sure that the authorizations applied to the personalization directories and files are correct (at least read access to these files).
Delete this file to remove the personalization.

3.3. Logo overriding
The logo is stored in the following file:
-  X_TEND/X_HTML/SHRMPORTAL/_rh/images/logo.gif
- Size: 80 * 50 pixels.
To modify the logo, copy a logo.gif file with the same size onto the X_TEND/X_FILEAPP/SHRMPORTAL/_rh/images/ directory after having created the _rh and images directories if they do not exist yet.

The new logo is displayed when the page is reloaded (F5 key).

If the logo cannot be displayed, delete the browser navigation history and check the authorizations for the file and the parent directories.

4. Integrating a new type of leave

4.1. Adding the new code

1. Open the Nature of events function (GESTIM).
2. Add a new type of leave.
3. Set up the Portal tab. Use the Design code to link an image to a type of leave to be displayed in the planning and calendar.
4. Select Yes for the Enterable on portal and Display on calendar blocks.

• Design code

• Example of implementation of the DES001 design code

In the calendar and in the planning, the event code is displayed inside the icon.

• Superimposition code

You need to select the Display code superimposed on calendar box if you want to display the event code inside the icons.

4.2. Addition to the calendar

Example of addition of the DES006 code:

Css Classes

1. Copy the EXT.UI.Calendar.css css file from the reference folder to the _TEND/X_FILEAPP/SHRMPORTAL/_rh/css/ directory.

2. Open the EXT.UI.Calendar.css file.

3. Copy/paste the following classes:

• Calendar-event-DES001
• Calendar-event-DES001-V
• Calendar-event-DES001-A

4. Rename DES001 to DES006 in the class name and file name.

5. Save

.Calendar-event-DES006{
color:#7db9d7;
background-repeat: no-repeat;
background-position: center center;
background-image: url(../images/X3.CAL.DES006.OFF.gif?override=x_fileapp);
}

Images

• Copy the images below from the reference folder to a temporary location
• X3.CAL.DES001.gif
• X3.CAL.DES001.OFF.gif
• X3.CAL.DES001.ANN.gif
• Rename the images to *.DES006.gif.
• Edit the images to create new icons.
• Copy these images to the following directory: _TEND/X_FILEAPP/SHRMPORTAL/_rh/images/

4.3. Addition to the planning

Css classes

The operation is identical to that performed for the calendar.

Copy the EXT.UI.Planning.css css file and the

• Planning-event-DES001-V
• Planning-event-DES001-A
• Planning-event-DES001 classes

Images

The operation is identical to that performed for the calendar.

Copy the images below from the reference folder to a temporary location

• X3.PLA.DES001.gif
• X3.PLA.DES001.OFF.gif
• X3.PLA.DES001.ANN.gif

5. Personalizing the administration

Use the Portal administration function to personalize the portal functions and add external links. This function updates the two following personalization files:

• the function personalization file, stored in the following file: _TEND/X_FILEAPP/SHRMPORTAL/_rh/perso/rh-page-settings.js
• the external link personalization file, stored in the following file: _TEND/X_FILEAPP/SHRMPORTAL/_rh/perso/FRA/rh-external-links.js

 Please refer to the documentation about the Administration function for further details on the personalization setup.

The 'perso' directory is empty by default. It is updated when the administrator saves data. To remove the personalization, delete these files or click the Default parameter button in the Administration>Authoring function.

Concerning the external links, you need to delete the elements from the list and save the modifications.

Management of the personalization files

Downloading functions are available if you have the Administrator profile via the ? > Tools menu..
They allow you to manage the portal files stored on the X3 server.

Setting up the font of the plain texts

Some messages that you receive are in plain text format. In other words, they contain no enhancements (bold, italics, underline), no colors, no images and no links.

By default, Outlook displays these messages using the monospaced "Consolas" font, which is uneasy to read. You can modify this font for easier reading.

Change the font in Outlook 2010.

1. Go to File > Options.
2. In the Outlook options window,select the Mail section and click the Stationery and fonts button.
3. In the Personal stationery tab,modify the data and click OK.

Change the font in the other Outlook versions.

1. Go to Tools > Options.
2. Display the Mail format tab and click the Stationery and fonts button.
3. Modify your theme and click OK.

 For better reading of the workflow message, we advise you to choose a fixed-pitch font like Courrier New.