QPR Knowledge Base 2019.1

In this section you can define settings for the QPR Portal Plugin.

 

 

General Settings

Read-only mode

Select this check box to set QPR Portal available in read-only mode for all users. This is useful when you wish to use QPR Portal in demo mode so that users cannot make any modifications, such as changing settings, adding bookmarks, editing links and view, etc.

 

Note that when QPR Portal is in read-only mode, users can select the language when logging in to the Portal but the setting is only applied to the current session, i.e. it is not reused in the next session.

 

Allow password changing

Keep this check box selected to allow QPR Portal users to change their own login password.

 

Note that this option is not available when Read-only mode is selected for QPR Portal.

 

 

Default Tab After Login

The Default tab after login section defines the tab that is initially opened in the portal main view when a user logs in. You can change the tab from the drop-down list. If the Allow users to change the default tab option is checked, users can override this default tab by setting the tab they want to be their default page in QPR Portal. This can be done by selecting the desired view, clicking the bookmark button, clicking the Set as default view button, selecting the action and users to whom the selection is set and clicking Ok.

 

 

Default Pages on Each Tab

The Default pages on each tab section is used to define the pages that are opened in the portal when a certain tab is selected. You can change the page from the drop-down list. If the Allow users to change the default pages option is checked, users can override this default tab similarly as in changing the default tab after login.

 

 

Home Page Settings

The Home Page section defines the settings for the page that is displayed as the Home view of QPR Portal as well as bookmark settings.

 

Default Home Page

In this section you can select the contents of the Home view, the home page of QPR Portal.

 

Portal Home address can be either default or custom address, which can be typed to the Custom URL field. The "Custom URL" option allows you to define the web page that is shown in the home view instead of the default page. This can be set to http://www.qpr.com, for example. This can be a bookmarked view from a QPR Metrics or QPR Modeling Client model as well. To add a bookmarked Portal view as a custom URL, simply copy and paste the bookmark URL into the Custom URL field. You can get the URL by opening the bookmark editor view and copying the contents of the Location field. If the Allow users to change the home page option is enabled, users can customize the home page to show the location of any bookmark they have.

 

Bookmark Order

In this section you can define how bookmarks are listed in QPR Portal.

 

The Show My bookmarks first and Show shared bookmarks first options define the order in which the bookmarks are listed.

 

 

Default Action Settings

In this section you can define the default action type (i.e. the type that is selected when you open the action editor to create a new action) as well the default publishing and notification settings.

 

Select the default action type from the "Action type" drop-down menu. Additionally, define the default option for publishing actions (i.e. which users can view the action) in the "Published to" drop-down menu.

 

Check the "Notify via e-mail" checkbox to have the corresponding option checked by default when creating new actions. Leave the box empty to create new actions with the e-mail notification unchecked by default.

 

 

Default Attachment Type

In this section you can define the default type of attachments. Select Embed attachments to use embedded attachments by default and correspondingly Link attachments to use linked attachments by default.