Once you have your hardware and software configuration complete for the portal, you will need to perform portal maintenance before you can begin using the system. Portal Maintenance includes the following steps:
To perform portal maintenance, login to the portal with your administrator username and password. Click the Maintenance button on the portal menu, and the system displays the maintenance screen.
The Maintenance Library tree in the left browser pane allows you to perform routine maintenance functions. The Maintenance Library is made up of two levels. The first level in the tree, denoted by a folder icon, is the maintenance program. The second level in the tree beneath a maintenance program lists all existing records of that type. For example, all items listed on the second level beneath the User Group Maintenance program are user groups.
To expand a branch in the Maintenance Tree, simply click the “+” icon to the left of the folder name; likewise you can collapse a branch in the maintenance tree by clicking the “-” icon next to the folder name.
To create a new record (new user group, new user, etc.) click the appropriate folder (maintenance program) in the Maintenance Library. The right browser pane will display a blank maintenance form and allow you to enter the information required to create the record. After you complete the form, click the Submit button to save the record.
To edit an existing record, click the record in the maintenance tree. (Note: you may need to expand the level in order to view the records.) When you click a record, the right browser pane will display the record in a maintenance form. You can then make any changes to the record. After you have made all of your changes, click the Submit button to save the edited record.
To delete a record, display it in the maintenance frame and then click the Delete button. Note: You cannot delete records if they are currently in use. For example, you cannot create a user group, if there are any users assigned to the group.