The opened windows can be moved around simply by clicking on their title bar, and dragging them to a new desired position:
The user also has the option of maximizing a given window by clicking on the maximize icon on the window title bar:
Doing this will cause the chosen window to fill the entire portal space:
Subsequently the window can be restored to its previous size and position by clicking on:
Similarly, a window can be minimized. This closes the window but leaves an option to restore the window from the menu bar.
Finally, the window can be completely closed by clicking the cross icon in the top right-hand corner.
It is important to understand that once a user has designed a desktop layout, this layout will stay persistent even after the user logs out. However, for windows that may be moving between tasks, only the initial view of the window is stored if the user logs out or switches desktop.
Switching desktops can be handy for designing multiple desktops for a single user based on common tasks. For example, consider a rules designer has set up the following desktop:
This user would probably not wish to clutter this desktop just to perform another task. So, the user can click on one of the radio buttons at the top of the portal:
Each radio button designates a separate desktop. If the user selects a different desktop, the portal resets to a new clean page (unless the user has already selected and designed a new desktop for that radio button):
Normally filters (such as repository filters and server filters) are stored against the user. However, in the portal view, those filters are desktop specific. This allows for an easier customization of each desktop to a specific project.
Resize any window by clicking on the resize image in the bottom right corner:
From there it is a simple matter of dragging the window to a new desired size:
By clicking on the start menu, the menu options appear:
Selecting an option such as “Operations” causes a new window to open in the portal:
If the user chooses to expand, for instance, the Case Managers option, and select a case manager, this in turn will open another window:
The console offers an alternative user interface that sometimes will be more suitable for the user. Switching to the alternative interface is done at the user level by switching “UI for user” to “Portal”:
Once users have been assigned the portal interface, they get presented with a different main page when they log in:
The user can now customize the portal to their frequent tasks.