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Version 2.1.2 - Last update: January 21, 2022

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  1. Navigate to Tenant Admin tab-> Portal Administration panel-> Manage portlets link to display the Portlet Registry screen.

  2. When you click the Edit link for a portlet the Edit Portlet screen will be displayed.

  3. Scroll down to the Lifecycle Management section and click the Option radio button that corresponds to the portlet state of Created, Approved, Published, Expired or Maintenance as needed. 

  4. If you want to set an optional expiration date for the portlet (only available when Approved or Published is selected), scroll down to the Automatic Expiration (optional) section and click in the Setting field to display a pop-up calendar where you can choose an expiration date. 

  5. After selecting the expiration date, drop-down list will be displayed so you can select the time (hour, minutes, and period of the day (AM or PM)) the portlet will expire. 

[ add all the screen shots in this section as needed ]

Note: When the selected date and time are reached, the portlet will no longer display in the Portal and its state will automatically revert to the Option of Expired.

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  1. Navigate to Tenant Admin tab -> Portal Administration panel -> Manage Public Documents link to display the Public Document List Admin screen. 

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2. Click the Choose File button to navigate and select a document from your local computer. 

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3. Click the Upload button to add the document to the list of documents available to be attached to content portlets. 

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Note: Once a document has been uploaded, the Portlet Name drop-down list and Document to Assigned drop-down list will be displayed in the Attach Document to Portlet section.

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7. To attach another document to the content portlet, select a different document from the Document to Assigned drop-down list, and click on the Set button. 

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Removing a document from a Content Portlet

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4. Within the Attached Documents sections, click the delete link of the corresponding document to be remove from the content portlet.

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5. To remove additional documents from the content portlet, click the delete links of the corresponding documents you want to detach. 

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Note: If the document is attached to a content portlets, all associated to the document must be removed before it can be deleted. A list of portlets assigned to the document is displayed. 

[ screen shot ]

3. If a content portlet or multiple portlets are attached to the file you are trying to delete, click the trash icon for each content portlet attached to the document. 

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4. Click the Delete Document button. [ screen shot ]

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Note: If the document is attached to an advisor card task, all associated tasks to the document must be removed before it can be deleted. 

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3. Select the App Launcher radio button and click the Continue button to display the Summary Information and Controls field groups. [ screen shot ]

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4. Edit the value in the Portlet Title field. This is the public name for the portlet. It is the text used in navigational menus and searches. [ screen shot ]

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Note: As you type the Portlet Title, the Portlet Name and Portlet Functional Name fields auto-populate with the same name. The Portlet Functional Name repeats the title as a lower-case, hyphenated version of the portlet title.

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Note: Steps 7-10 are optional steps for editing the principals associated with the portlet.

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The default principals and their permissions are:

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Note: The Add to Selection button toggles to display as Remove from Selection after you click it to select that group. The selected group displays in the Your Selections field on the right after you select it.

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9. Click Save when done to save your changes and return to the Register New Portlet screen.

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12. Under the Principals and Categories section again, click the Edit Categories button to display the Select Categories screen.

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13. Click the Add to Selection button for each of the categories in which you want the App Launcher to be available.

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16. Scroll down to the Display Settings field group, click the Chrome Style drop-down list and select no-chrome[ screen shot ]

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17. Scroll down to the Lifecycle Management field group and select the Published radio button.

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18. Click Save and Configure to save your App Launcher portlet and display the Edit Portlet Configuration screen. [ screen shot ]

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19. In the Edit Portlet Configuration screen, provide the following values:

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Note: URLs can be set for App Launcher to pick up information about the user. Customized URLs going through the proxy can send the college's MIS Code as a parameter to an application. This can be done by appending ?cccMisCode=${user['cccMisCode']?:'000'} to the end of the URL.

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See the California Virtual Campus example below for more information: 

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21. Click the Manage DLM Fragments link to open the Fragment Administration screen.

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22. To add your new App Launcher portlet to a tab, see Adding Content to a Tab.

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Note: The Title, Description, and Unique Name fields display with red outlines and are required. When all three fields are populated and a question is added, the Save Changes button is activated.

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Image Added

2. Enter values in the Name field to create the name for your Survey.

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4. Click the Add Question button to add a new, blank question under the Survey Questions section.

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5. Click the Save Changes button. 6. Click the Open icon to display the Survey Administration Question field group and enter information for the question and its answer.

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Note: Once a file has been selected the green Upload button to the right is activated. 

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c. Click the Upload button to add the file to the Public Documents portlet.

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17. Click the Create button to add the advisor card to the list of Existing Cards. Or, click Clear to delete all the field values you entered. [ screen shot ]

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18. Click the green Up or Down arrow to the left of an advisor card to move the corresponding card forward or back one position. [ screen shot ]

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19. Place the cursor over the white box with black arrows for an advisor card, then right click and hold down to grab the corresponding card. Drag the card up or down and release the mouse click to drop it in the desired card position. [ screen shot ]

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20. Click the Edit button on the far right to edit the content of the adjacent card.

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The dashboard view of the Advisor Card portlet is displayed to students when they log into MyPath. Tenant Admins can view the student layout on their College tab. [ screen shot of the home page advisor cards ]

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When a student clicks on either the advisor card title or a Link task on a card, they are taken to the focus view. The focus view opens the card in a modal. The advisor card’s title, What (reason for the card), Why (objective of the card), and duration are displayed. [ screen shot ]

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Clicking a task title expands the task pane, displaying the description, duration, and link. [ screen shot ]

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After a task link is clicked, a yellow check box is displayed, indicating the task is completed and the card’s status bar is updated. [ screen shot ]

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Note: Tenant administers can choose to have an advisor card Link task open from the dashboard view. If the Launch from dashboard box is checked for a Link task, it will not take the student to the focus view when they click on the task title.

When a student clicks either a Download task or Upload task link while viewing the dashboard view of the Advisor Card portlet, a modal is opened. 

[ screen shot ]

Clicking the Download button will download the file to your computer, close the modal, mark the task as complete and update the card’s status bar. [ screen shot ]

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Students can upload a file to an advisor card task by either clicking the Choose a file link or drag and drop the file into the modal. [ screen shot ]

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After a student uploads a file, they are informed it has been received and will be scanned for viruses. A yellow hourglass is displayed next to the task indicating in progress status. [ screen shot ]

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If the downloaded file fails the virus scan, MyPath will notify the student a virus was found and a red hourglass is displayed next to the task indicating file rejected status. [ screen shot ]

If the downloaded file passes the virus scan, MyPath will notify the student the file had been accepted, mark the task as complete and update the card’s status bar. [ screen shot ]

Document Delivery Email

When a student uploads a file for an advisor card task and it has passed the virus scan, an email is sent notifying the college of a new document being delivered. The email contains a link to WorkDocs where the college can view and download the document. Admins can specify the email address where these notifications are sent to.

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1. From the Tenant Admin tab -> Fragment Administration panel, select a group to which you want to apply the fragment from the drop-down list and click Go to open the DLM fragment administration screen. [ screen shot ]

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2. Click the Edit Content tab (on the DLM fragment administration screen) to open the Tab Configuration panel.

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1. Navigate to Tenant Admin tab -> Portal Administration panel -> Manage portlets link to display the Portlet Registry screen.

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Note: The Nav Menu portlet for your specific college should appear within the Portlet Registery and be in CREATED state. Once you move the portlet into PUBLISHED state, it will appear in the header.

2. Click the Edit link for the Nav Menu portlet.

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3. Scroll down to the Lifecycle Management field group and select the Published radio button.

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Note: The Edit Portlet Configuration page is displayed. See Adding Top Level Links and Adding Dropdown Links for information on configuring your navigation menu link. 

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If no menu items are added, the top-level menu can be configured as a link.

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9. Click the reset button to cancel your changes and return to the menu’s original state. 

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  1. Click on the New Dropdown button to add a dropdown group.

  2. Enter up to 32 characters in the Group Label field.

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