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CLEEN portal Setting public access to portal documents
15

CLEEN portal Setting public access to portal documents.

Jan 03, 2016

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Hilary Clarke
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Page 1: CLEEN portal Setting public access to portal documents.

CLEEN portal

Setting public access to portal documents

Page 2: CLEEN portal Setting public access to portal documents.

Step1: Actions on portal site

• Login to portal site• Open desired documents library• Create a view for the library• Save your work

Page 3: CLEEN portal Setting public access to portal documents.

Step1: Create a view on portal site

1

2

3

Note! The name of the library may vary in different program sites

4

Page 4: CLEEN portal Setting public access to portal documents.

Step1: Create a view on portal site (2)

You may choose whether to create a new view from the scratch or to take an existing one as a basis

Page 5: CLEEN portal Setting public access to portal documents.

Step1: Create a view on portal site (3)

The view name you specify here will be used later on in the web part configuration

Keep Modified and Modified By columns selected

Page 6: CLEEN portal Setting public access to portal documents.

Step1: Create a view on portal site (4)

Define your sorting and filtering criteria,Then press OK

Page 7: CLEEN portal Setting public access to portal documents.

Step1: Create a view on portal site (5)

In the resulting document view:1. Right-click the library name as shown above and choose “Copy shortcut” to copy the

library url. Then save it temporarily somewhere, e.g. in a Notepad2. Remember the view name you have specified and save it temporarily, e.g. in a

NotepadThe resulting strings may look like:https://portal.cleen.fi/sgem/CleendocsPublicDocumentsTestView

Page 8: CLEEN portal Setting public access to portal documents.

Step2: Actions on public site

• Login to public site• Open desired page in edit mode• Insert a documents view web part• Configure the web part• Save your work

Page 9: CLEEN portal Setting public access to portal documents.

Step2: Login and open page in edit mode

• Public-facing sites do not display login button by default• To login, type in the address of any technical page, e.g.

– http://www.cleen.fi/en/_layouts/viewlsts.aspx

• then use Sign in button

• Browse to the desired page, and it will open with the sharepoint ribbon above:

• Press edit button

Page 10: CLEEN portal Setting public access to portal documents.

Step2: Insert a documents view web part

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3

In the page edit mode:1. Select the row where you want your web part to appear and place your cursor there2. Go to “Editing Tools”->”Insert”->3. In the appearing ribbon select ”Web Part”

Page 11: CLEEN portal Setting public access to portal documents.

Step2: Insert a documents view web part(2)

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2

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In the web part selection dialog:1. Select Inno-W as a Category2. Select IWSharedItemsMenuWebPart3. Click Add

Page 12: CLEEN portal Setting public access to portal documents.

Step2: Insert a documents view web part(3)

1a

1b

Open web part editing dialog (two alternative ways):1. From drop-down menu2. From the ribbon

2b

Page 13: CLEEN portal Setting public access to portal documents.

Step2: Insert a documents view web part(4)

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2

Type here the title

Type here the list url and the view name you have copied on the step 1

3Click apply and check if documents are displayed in the web part. Then click OK

Page 14: CLEEN portal Setting public access to portal documents.

Step2: Insert a documents view web part(5)

1

Click Save

Page 15: CLEEN portal Setting public access to portal documents.

Congratulations, here it is!