Back ForwardStandard Portal rules

About Portal rules

Your system contains several standard portal rules which you can use as models. Use the Records Explorer to see a complete list of the standard and custom rules available to you.

You cannot alter the standard portal rules. To modify the User, Manager, WorkManager, WorkUser, pyCaseManager, or pyCaseWorker portals, copy the standard rule into an application RuleSet and alter your copy. The Developer and DeveloperV5 portal rules are final. V6.2 Removed BusinessAnalyst rule from final list, per salik

Recommended portal rules

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Owner

Purpose

Developer FinalComposite portal for developers, supports the V6 Designer Studio. See Designer Studio basics.

NoteSelect Allow rule check out? on the Security tab of the Operator ID instance for operators who use this portal.

Business AnalystComposite portal for business analysts, supports the Business Analyst portal. See About the Business Analyst portal. GRP -15658

NoteSelect Allow rule check out? on the Security tab of the Operator ID instance for operators who use this portal.

pyCaseManagerComposite portal for case supervisors in case management applications. This portal includes the pyCaseManager harness. Uses the standard skin EndUser62. See About the Case Manager and Case Worker portals.
pyCaseWorkerComposite portal for case workers in case management applications. See About the Case Manager portal. This portal includes the pyCaseWork harness. GRP-37150. Uses the standard skin EndUser62. See About the Case Manager and Case Worker portals.

Other standard portal rules

Owner

Purpose

ManagerComposite portal for managers and supervisors. Introduced in V5.5. The Manager portal supports full localization, the Report Browser feature for access to report definition reports, and is accessible through Internet Explorer 7+, Firefox 3.5+, Safari 4+, and Chrome 5+. Other capabilities are similar in capabilities to the traditional WorkManager portal, introduced in V5.2. See Portals in applications.

You can override this standard portal's skin with another (in an application RuleSet with the same name) using the Skin rule.

UserComposite portal for workers. Introduced in V5.5. Supports multiple open work items and enhanced search for work items and work item attachments. Otherwise similar in capabilities to the traditional WorkUser portal, introduced in V5.2. The portal supports full localization and is accessible through Internet Explorer 7+, Firefox 3.5+, Safari 4+, and Chrome 5+. See Portals in applications. B-25595 movie
DeveloperV5 FinalSupports the V5.1 Developer portal. Deprecated for V6.1+.NoteSelect Allow rule check out? on the Security tab of the Operator ID instance for operators who use this portal.
TabbedWorkSample

Sample traditional portal with Type (on the Skins tab) of Custom. OK 5/11/2012

TraderPortalA special purpose portal that provides examples of integration services and connectors. See Integration examples - Stock Trader portal.

Traditional portal rules

OldThese older portals support special situations and provide backward compatibility.

Owner

Purpose

WorkManagerTraditional or 'fixed'. Supports managers and supervisors, who can use the Monitor Activity workspace. Supports full localization and IE 7, but not Firefox. See Portals in applications.

You can override this standard portal's skin with another (in an application RuleSet with the same name) using a Skin rule. See About Skin rules.

WorkUser

Traditional or 'fixed'. Accesses the Process Work layout only, for application users who are not managers. Supports full localization and IE 7, but not Firefox. See Portals in applications.

You can override this standard portal's skin with another (in an application RuleSet with the same name) using a Skin rule. See About Skin rules.

SysAdminDD Final

Not supported in V6.3.

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