Configuring End-User Portal Settings
A user must be assigned a role with the View and Manage Configurations permission to modify configuration settings for the End-User Portal through the Producer Portal.
Note:Before changing any configuration settings in a working FlexNet Operations instance, it is advisable to export the working configuration settings. If there is a problem with the new settings, you have a backup of working settings to restore.
This section includes the following sub-sections with instructions for changing End-User Portal settings and descriptions of different End-User Portal setting groups:
| • | Changing End-User Portal Settings |
| • | General Options |
| • | Login Page |
| • | Portal Navigation |
| • | End-User Portal Home Page |
| • | Entitlements Page |
| • | Bulk Entitlements Page |
| • | License Support Page |
| • | Devices Page |
| • | Downloads Page |
| • | Recent Releases |
| • | Recent Files Page |
| • | Download Order Page |
| • | Download Packages Page |
| • | Manage Accounts & Users |
| • | Custom Branding |
| • | Custom Tags |
Changing End-User Portal Settings
Follow the instructions, below, to change the settings that govern the appearance and behavior of your End-User Portal.
To configure the End-User Portal
| 1. | Click System > Configure. |
| 2. | Click End-User Portal Setup to open the configuration page for the End-User Portal. |
| 3. | Make any setting changes that suit your configuration needs. Consult the tables, below, for additional information about the settings in each section. |
| 4. | Click Save Configs to save changes. |
The Producer Portal saves your configuration changes.
These settings correspond to the General Options section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Transferred Items Set to On Hold |
Selected or unselected |
Set the state of items transferred in the End-User Portal to On Hold and send an email to the FlexNet Operations administrator to approve the transfer by releasing the hold. |
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|
Enable Auto Login |
Selected or unselected |
Select to enable an end user to log in to the portal by passing an activation ID or entitlement ID in the login URL. |
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Hide Header |
Selected or unselected |
Hides the header in all pages of portal. Select to enable when End-User Portal is embedded into an external portal. |
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Skip Home Page |
Selected or unselected |
Skips the Home page after a user logs in and proceeds directly to the List Entitlements page. |
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Resource Bundle Time-to-Live |
30 or specify |
Reload the resource bundle cache at this time interval (minutes). Specify the number of minutes between resource bundle cache reloads. |
* |
These settings correspond to the Login Page section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Hide Register Link |
Selected or unselected |
Hides the Register link for self-service registration near Log In. |
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Hide Log in With Entitlement ID Option |
Selected or unselected |
Hides With Entitlement ID link in the login page. Important:Hiding any two login methods removes the option box from the login form. |
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Hide Log in With Activation ID Option |
Selected or unselected |
Hides With Activation ID link in the login page. Important:Hiding any two login methods removes the option box from the login form. |
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Hide Log in With User Name Option |
Selected or unselected |
Hides With User Name link in the login page. Important:Hiding any two login methods removes the option box from the login form. |
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The settings correspond to the Portal Navigation section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Hide Top-level Navigation |
Selected or unselected |
Hides the top-level navigation/menu in all pages of portal. Select to hide navigation/menu when End-User Portal is embedded into an external portal. |
|
|
Hide System Help |
Selected or unselected |
Hides the system help links in the top-level navigation. |
|
|
Hide Home Button |
Selected or unselected |
Hides Home in the top-level navigation. |
|
|
Hide Activation & Entitlements Menu |
Selected or unselected |
Hides the Activation & Entitlements menu in the top-level navigation. |
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|
Hide Claim Activation IDs Link |
Selected or unselected |
Hides the Claim Activation IDs link in the Activation & Entitlements menu. |
|
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Hide Devices Menu |
Selected or unselected |
Hides the Devices menu in the top-level navigation. |
|
|
Hide Accounts & Users Menu |
Selected or unselected |
Hides the Accounts & Users menu in the top-level navigation. |
|
|
Hide Host Transfer Jobs Link |
Selected or unselected |
For customer users, hides the Host/Device Transfer Jobs links in the License Support menu. |
|
|
Hide Downloads Menu |
Selected or unselected |
Hides the Downloads menu in the top-level navigation. |
|
|
Hide List Downloads Link |
Selected or unselected |
Hides the List Downloads link in the Downloads menu. |
|
|
Hide Recent Files Added Link |
Selected or unselected |
Hides the Recent Files Added link in the Downloads menu. |
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|
Hide Recent Releases Link |
Selected or unselected |
Hides the Recent Releases link in the Downloads menu. |
|
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Hide Usage Menu |
Selected or unselected |
Hides the Usage menu in the top-level navigation. |
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Hide License Support Menu |
Selected or unselected |
Hides the License Support menu in the top-level navigation. |
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These settings correspond to the Portal Home Page section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Hide Recent Entitlements Widget |
Selected or unselected |
Hides the Recent Entitlements panel on the Home page. |
|
|
Hide Recent Releases Widget |
Selected or unselected |
Hides the Recent Releases panel on the Home page. |
|
|
Hide Recent Files Widget |
Selected or unselected |
Hides the Recent Files panel on the Home page. |
|
|
Hide Downloads Widget |
Selected or unselected |
Hides the Downloads panel on the Home page. |
|
|
Hide Announcements Widget |
Selected or unselected |
Hides the Announcements panel on the Home page. See Managing Custom Content for information about publishing announcements to the home page. |
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Hide Quick Links Widget |
Selected or unselected |
Hides the Quick Links panel on the Home page. |
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These settings correspond to the Entitlements Page section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Hide Activate |
Selected or unselected |
Hides the Actions > Activate link on the Entitlements page. |
|
|
Hide Trusted activate |
Selected or unselected |
Hides the Actions > Trusted activate link on the Entitlements page. For producers that support only trusted storage activation, hiding the Trusted Activate link prevents users from activating anything from the End-User Portal. However, the short code activation link is still shown and is usable. |
|
|
Hide Transfer |
Selected or unselected |
Hides the Action > Transfer link on the Entitlements page. |
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Hide Split |
Selected or unselected |
Hides the Action > Split link on the Entitlements page. |
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Hide Short Code Activation |
Selected or unselected |
Hides the Action > Short Code Activation link on the Entitlements page. |
|
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Hide Print |
Selected or unselected |
Hides the View > Print link on the Entitlements page. |
|
|
Hide View Certificate |
Selected or unselected |
Hides the View > View certificate link on the Entitlements page. |
|
|
Hide Email |
Selected or unselected |
Hides the View > Email link on the Entitlements page. |
|
|
Hide Claim Activation IDs |
Selected or unselected |
Hides the Action > Claim Activation IDs link on the Entitlements page. |
|
|
Hide Export |
Selected or unselected |
Hides the Export button on the Entitlements page. |
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These settings correspond to the Bulk Entitlements Page section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Hide View Web Register Keys Button |
Selected or unselected |
Hides the View > View Web Register Keys link on the Bulk Entitlements page. Default: Unselected. |
|
These settings correspond to the License Support Page section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Hide Return |
Selected or unselected |
Hides the Action > Return link on the License Support page. |
|
|
Hide Rehost |
Selected or unselected |
Hides the Action > Rehost link on the License Support page. |
|
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Hide Repair |
Selected or unselected |
Hides the Action > Repair link on the License Support page. |
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Hide Upgrade |
Selected or unselected |
Hides the Action > Upgrade link on the License Support page. |
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Hide Upsell |
Selected or unselected |
Hides the Action > Upsell link on the License Support page. |
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Hide Renew |
Selected or unselected |
Hides the Action > Renew link on the License Support page. |
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Hide Manual Return |
Selected or unselected |
Hides the Action > Manual Return link on the License Support page. |
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Hide Manual Repair |
Selected or unselected |
Hides the Action > Manual Repair link on the License Support page. |
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Hide Save to File |
Selected or unselected |
Hides the View > Save to File on the License Support page. |
|
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Hide Email License |
Selected or unselected |
Hides the View > Email License link on the License Support page. |
|
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Hide Shipment Records |
Selected or unselected |
Hides the View > Shipment Records link on the License Support page. |
|
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Hide View Fulfillments Button |
Selected or unselected |
Hides the View > View Fulfillments button on the License Support/Consolidate Licenses page. |
|
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Hide Print |
Selected or unselected |
Hides the View > Print link. |
|
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Hide Export Menu |
Selected or unselected |
Hides the Export menu above lists of licenses. |
|
|
Hide Consolidate Link |
Selected or unselected |
Hides the Action > Consolidate link on the License Support page. |
|
|
Hide Verify |
Selected or unselected |
Hides the Action > Verify link (shown when user generates a license). |
|
|
Hide Transfer Licenses |
Selected or unselected |
Hides the Action > Transfer Licenses link on the License Support and Manage Hosts pages. |
|
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Hide Product Version Details |
Selected or unselected |
Hides the Product Version details for activatable line items on all pages. Select the box to prevent the product version from being rendered in the Product column after the product name. |
|
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Hide Batch Rehost |
Selected or unselected |
For customer users, hides the Action > Batch Rehost link. |
|
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Hide Short Code Return |
Selected or unselected |
Hides the Action > Short Code Return link on the License Support page. |
|
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Hide Short Code Repair |
Selected or unselected |
Hides the Action > Short Code Repair link on the License Support page. |
|
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Hide List Hosts Link |
Selected or unselected |
Hides the List Hosts link in the License Support menu. |
|
These settings correspond to the Devices Page section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Hide View History Button |
Selected or unselected |
Hides View History option on the View Device page. |
|
|
Hide Download Capability Response Link |
Selected or unselected |
Hides the Download Capability Response link in the Action menu for the View Device and View Server pages. |
|
|
Allow Standalone Device Creation |
Selected or unselected |
Allows creation of standalone devices in the End-User Portal. If Allow Standalone Device Creation and Allow Server Device Creation are unselected, the Create Device menu item and button are hidden. |
|
|
Allow Server Device Creation |
Selected or unselected |
Allows creation of server devices in the End-User Portal. If Allow Standalone Device Creation and Allow Server Device Creation are unselected, the Create Device menu item and button are hidden. |
|
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Hide Move Button |
Selected or unselected |
Hides the Move Device button in the Action menu on the View Device page. |
|
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Allow Device Name Editing |
Selected or unselected |
Allows editing of device name in the End-User Portal. |
|
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Display Site Name in Devices Page |
Selected or unselected |
Displays the Site Name attribute on the Devices page. |
* |
|
Enable Return Device/Server |
Selected or unselected |
Allows devices and servers to be returned via the End-User Portal. |
|
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Allow Backup Server ID Editing |
Selected or unselected |
Allows End-User Portal users to add backup servers. |
|
|
Display vendor dictionary information in Devices page |
Selected or unselected |
Controls whether vendor dictionary information is visible on the View Device page in the End-User Portal. Default: selected (vendor dictionary information is visible on the View Device page). |
|
These settings correspond to the Downloads Page section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Show File Count |
Selected or unselected |
Show or hide the download file count on the Download page. Select the box to have the End-User Portal show how many times each file has been downloaded. |
|
|
Hide Download Log Tab |
Selected or unselected |
Show or hide the Download Log tab on the Downloads page. Select the box to hide the Download Log tab. |
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Hide Notification Log Tab |
Selected or unselected |
Show or hide the Notification Log tab on the Downloads page. Select the box to hide the Notification Log tab. |
|
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Hide Date Added |
Selected or unselected |
Show or hide the Date Added column in the Files list. Select the box to hide the Date Added column. |
|
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Hide Extended File Description |
Selected or unselected |
Show or hide the extended file description in the expanded file details. Select the box to hide the extended file description. |
|
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Hide Custom Attributes |
Selected or unselected |
Show or hide custom file attributes in the expanded file details. Select the box to hide custom attributes. |
|
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Hide File Checksums |
Selected or unselected |
Show or hide the checksum values in the expanded file details. Select the box to hide the checksums attribute. |
|
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Show Download Package Version |
Selected or unselected |
Show or hide the version number for each download package next to the download package name above the file list on the Download List page. Note that download packages are not required to have a version. If no download package version is available, no download package version appears in the End-User Portal. Select the box to show the download package version numbers. |
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Hide File Details |
Selected or unselected |
Show or hide all additional file details in the expanded file details. Select the box to hide all such details. |
|
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Show Order Media |
Selected or unselected |
Show or hide Order Media on the Downloads page. Order Media enables End-User Portal users to request copies of the files to which they are entitled on physical media. |
|
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Order Media Request Recipient |
Specify |
The email destination for the Order Media request messages. Set the email address the End-User Portal uses when an end user wants to order physical media. |
* |
|
Hide Download Manager |
Selected or unselected |
Show or hide the Download Selected Files button on the Download List page. |
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These settings correspond to the Recent Releases section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Default Days to Show |
30 or specify |
Set the default recency of the release for the recent files list. This setting determines the recency, in days, for download packages to be included in the recent releases list. Common settings are 30, 60, 90, and 120. |
|
These settings correspond to the Recent Files Page section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Default Days to Show |
30 or specify |
Set the default recency for the recent files list. This setting determines the recency, in days, for files to be included in the recent files list. Common settings are 30, 60, 90, and 120. |
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These settings correspond to the Download Order Page section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Show Version |
Selected or unselected |
Show or hide the Version column in the Download Package list of the Available Downloads page. The Available Downloads page lists the download packages associated with an entitlement. In the End-User Portal, the Available Downloads page appears when you click an entitlement’s Download Now link on the List Entitlements page. |
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These settings correspond to the Download Packages Page section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Show Version |
Selected or unselected |
Show or hide the Version column in the Download Package list on the Download Packages page. The Download Packages page lists the download packages for a product. In the End-User Portal, the Download Packages page appears when you click on a product name. For example, an end user might click on a product name that appears in Your Downloads on the Home page or in the list that appears after clicking Downloads > List Downloads. |
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These settings correspond to the Manage Accounts & Users section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Hide Create a Sub Account |
Selected or unselected |
Hides the Create a Sub Account link in the Actions menu on the Accounts page. |
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Hide Delete Account |
Selected or unselected |
Hides the Delete Account link in the Actions menu on the Accounts page. |
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Hide Delete Subtree |
Selected or unselected |
Hides the Delete Subtree link in the Actions menu on the Accounts page. |
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Hide Create a User |
Selected or unselected |
Hides the Create a User link in the Actions menu on the Accounts and Users pages. |
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Hide Delete a User |
Selected or unselected |
Hides the Delete User link in the Actions menu on the Accounts and Users pages. |
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These settings correspond to the Branding section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
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Upload Company Logo |
Specify |
Choose an image file (PNG or JPG format) to serve as your account’s logo in the End-User Portal and upload it. Use the controls to choose a file from your local machine to upload. After an image file is uploaded, a reset button is available to enable you to clear the uploaded image. Maximum file size: 40KB Recommended image height: 30 pixels |
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Upload CSS |
Specify |
Choose a CSS file to replace the style settings used by default for the End-User Portal. Uploading a customized CSS file allows for a broader range of style changes consolidated into a single place. For smaller changes, it may be simpler to use one of the override settings instead. Use the controls to choose a CSS file from your local machine to upload. (When no custom CSS file is present, the End-User Portal uses its default CSS.) |
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Upload Header |
Specify |
Choose an HTML file to replace the default header content for the End-User Portal. Use the controls to choose a file from your local machine to upload. (When no custom header HTML is present, the End-User Portal uses its default header content.) |
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Upload Footer |
Specify |
Choose an HTML file to replace the default footer content for the End-User Portal. Use the controls to choose a file from your local machine to upload. (When no custom footer HTML is present, the End-User Portal uses its default footer content.) |
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Primary Navigation Position |
Top, Left, or Right |
Specify where to show the high-level navigation menu for the End-User Portal. Default: Top. |
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Configure Portal Colors |
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Click Open Configurator to show the Color Configurator panel. The Color Configurator allows you to set the colors to use in your End-User Portal pages for the following content:
Specify all colors using hexadecimal format. For example, #000000 for black, #ffffff for white, or #228B22 for forest green. Click Preview to show a sample of your color settings within the Color Configurator. Click Undo to revert any changes that have not yet been saved. Click Use Defaults to restore color settings to the FlexNet Operations default colors. Click Save to store your changes to these color settings. |
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These settings correspond to the Custom Tags section of the End-User Portal Setup page in System > Configure.
|
Name |
Possible Values |
Description |
Rqd |
|
Last in Head |
|
Custom script tags added here are inserted last in the document <head/> of the End-User Portal. |
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Last in Body |
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Custom script tags added here are inserted last in the document <body/> of the End-User Portal. |
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See Also