Difference between revisions of "Migrating to the Employee Portal"

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{{bluebanner|[[Main Page|Home]] > [[Applications]] > [[Collaboration]] > [[Employee Portal]] > Migrating to the Employee Portal |[[:Category:Collaboration|Index]]}}
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This document can now be found at its new location in the [https://docs.hornbill.com/esp-config/customize/employee-portal/employee-portal-configuration Hornbill Document Library].
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{{IntroAndLinks|If you are currently using the '''Service Portal''' or the '''My Services''' Portal, and looking to migrate to the '''Employee Portal''' please follow the steps detailed here.
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[[file:hornbill-document-library.png|Employee Portal|link=https://docs.hornbill.com/esp-config/customize/employee-portal/employee-portal-configuration]]
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{{Breadcrumb|[[Main Page|Home]] > [[Applications]] > [[Collaboration]] > [[Employee Portal]] > Migrating to the Employee Portal |Collaboration}}
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{{Section|
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If you are currently using the '''Service Portal''' or the '''My Services''' Portal, and looking to migrate to the '''Employee Portal''' please follow the steps detailed here.
 
===Migration Steps at a Glance ===
 
===Migration Steps at a Glance ===
 
{{#ev:youtube|_kp-F2VLPpA|500|right}}
 
{{#ev:youtube|_kp-F2VLPpA|500|right}}
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:* [[#Step 7 - Customize|Step 7 - Customize]]
 
:* [[#Step 7 - Customize|Step 7 - Customize]]
 
:* [[#Step 8  - Switch|Step 8  - Switch]]|
 
:* [[#Step 8  - Switch|Step 8  - Switch]]|
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{{RightBox|Related Articles|
 
* [[Employee Portal]]
 
* [[Employee Portal]]
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* [[Roles]]
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* [[Employee Portal Page Configuration]]
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* [[Service Domains Administration]]
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* [[Roles]]}}
 
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{{section|
 
==Step 1 - Enable the Employee Portal==
 
==Step 1 - Enable the Employee Portal==
 
The Employee Portal is ''Off'' by default.  The first step to getting your Employee Portal ready is to give access to those that will be helping to create and test the new Employee Portal and turning it on.  In the admin console, under ''System > Customize > Employee Portal'', select the ''Settings'' tab.
 
The Employee Portal is ''Off'' by default.  The first step to getting your Employee Portal ready is to give access to those that will be helping to create and test the new Employee Portal and turning it on.  In the admin console, under ''System > Customize > Employee Portal'', select the ''Settings'' tab.
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{{bullet1|Collaboration|Any user who will need to manage pages on the Employee Portal will need this role (This role alone will not allow them to configure the Home Page or Domain Pages)}}
 
{{bullet1|Collaboration|Any user who will need to manage pages on the Employee Portal will need this role (This role alone will not allow them to configure the Home Page or Domain Pages)}}
 
{{bullet1|Home Page Manager|Any user who needs to manage the landing page on the Employee Portal will need this role}}
 
{{bullet1|Home Page Manager|Any user who needs to manage the landing page on the Employee Portal will need this role}}
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{{TOP}}
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[[#top|(Top of Page)]]
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{{Section|
 
==Step 2 - Configure The Employee Portal==
 
==Step 2 - Configure The Employee Portal==
 
This step covers some of the basic configuration to the look and feel of the Employee Portal.  These settings are located in the Admin Console under ''System->Customize->Employee Portal''.
 
This step covers some of the basic configuration to the look and feel of the Employee Portal.  These settings are located in the Admin Console under ''System->Customize->Employee Portal''.
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{{bullet1|Mobile|Customize the Employee Portal Mobile App name and setup links to logo images.}}
 
{{bullet1|Mobile|Customize the Employee Portal Mobile App name and setup links to logo images.}}
  
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'''[[Manage_Employee_Portal|Learn How...]]'''
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'''[[Customize_Employee_Portal|Learn How...]]'''
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[[#top|(Top of Page)]]
 
  
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{{TOP}}|
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{{Section|
 
==Step 3 - Add Widgets to the Home Page==
 
==Step 3 - Add Widgets to the Home Page==
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The majority of the contents displayed in the Employee Portal is provided by application widgets. The Employee Portal could consist of as little as a single widget or a collection of widgets from different applications.
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[[file:eppagedetails.png|right|300px|link=https://wiki.hornbill.com/images/6/61/Eppagedetails.png]]
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=== Page Versions ===
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Page Versions relate to the type of users and the access that they have to different application widgets.  By Default, the Home Page, provides two out of the box versions.  It is possible to configure different  '''''Home Page''''' versions for your users based on their type and to include different widgets on these pages if desired.
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{{bullet1|Users|A page version which will be displayed to users who are of type '''User'''.  Additional widgets will be available to the user page version, based on user subscription.}}
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{{bullet1|Basic Users|A version which will be displayed to users who are of type '''Basic'''.  Widgets are limited to those that can be accessed by basic users.}}
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{{bullet1|All Users|You may prefer to have one version of the Home Page which is used by all users, irrespective of their type, and to achieve this, you can add an '''All Users''' version of the Home Page, and it will have priority over any other page versions and will be displayed to all users.  Widgets are limited to those that can be accessed by basic users.}}
  
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* '''Page Versions''' - By Default, the Home Page, is provided with two out of the box versions.
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=== Add Widgets ===
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:* Users - A version which will be displayed to users who are of type '''User'''
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Add the widgets you would like to appear to the users on the Home Page.
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:* Basic Users - A version which will be displayed to users who are of type '''Basic'''
 
  
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: It is possible to configure different '''Home Page''' versions for your users based on their type and to include different widgets on these pages if desired.
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=== Customize ===
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Customize the Widgets in terms of content and style, using the options in each widget's configuration settings.  
  
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: When configuring the '''User''' version of the Home Page, certain widgets will be available to add, which are not available when configuring a '''Basic''' user version of the Home page, these include:
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'''[[Employee_Portal_Page_Configuration|Learn How...]]'''
  
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:* Newsfeed
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{{TOP}}|
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:* Workspace
 
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:* Activities / Approvals
 
  
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:These widgets are not available on the '''Basic''' user version of a page, as basic users do not have access to this functionality.
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}}
  
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:You may prefer to have one version of the Home Page which is used by all users, irrespective of their type, and to achieve this, you can add an '''All Users''' version of the Home Page, and it will have priority over any other versions fo the page and will be displayed to all users.
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{{Section|
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==Step 4 - Configure Service Domains==
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Service Domains are provided to allow you to create unique areas within the Employee Portal for different areas of your business, such as IT, HR, and Facilities.  The Domain Configuration is located within the Admin Console under '''''Home > Service Catalog > Service Domains'''''.
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[[file:epservicedomain.png|right|500px|link=https://wiki.hornbill.com/images/2/2a/Epservicedomain.png]]
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=== Role ===
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A User will need the '''Service Domain Administrator''' role to be able to manage Service Domains
  
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:* When creating an '''All Users''' version of the Home Page (or later Domain Pages), only the widgets available to '''Basic''' users will be available to add to the page.
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=== Settings ===
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Service Domain Configuration options
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{{bullet1|Default|}}
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{{bullet1|Enabled|}}
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{{bullet1|Public|}}
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{{bullet1|Language|}}
  
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* '''Add Widgets''' - Add the widgets you would like to appear to the users on the Home Page.
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=== Domain Categories ===
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* '''Customize''' - Customise the Widgets in terms of content and style, using the options in each widget's configuration settings.
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Can be used to provide more granular grouping of services linked to the Service Domain, and to filter widgets on Doman Pages on the Employee Portal
  
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'''[[Employee_Portal_Page_Configuration|Learn How]]'''
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=== Domain Owners ===
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Users who will be able to manage the linked Domain Page on the Employee Portal
  
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[[#top|(Top of Page)]]
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'''[[Service_Domains_Administration|Learn How...]]'''
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==Step 4 - Configure Service Domains==
 
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* '''Role''' - A User will need the '''Service Domain Administrator''' to be able to manage Service Domains
 
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* '''Settings''' - Service Domain Configuration options
 
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:* Default
 
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:* Enabled
 
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:* Public
 
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:* Language
 
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* '''Domain Categories''' - Can be used to provide more granular grouping of services linked to the Service Domain, and to filter widgets on Doman Pages on the Employee Portal
 
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* '''Domain Owners''' - Users who will be able to manage the linked Domain Page on the Employee Portal
 
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'''[[Service_Domains_Administration|Learn How]]'''
 
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[[#top|(Top of Page)]]
 
  
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{{TOP}}|
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{{Section|
 
==Step 5 - Enable Domain Pages==
 
==Step 5 - Enable Domain Pages==
  
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Here you will be able to consider the following:
 
Here you will be able to consider the following:
  
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* Page or Redirect
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:* Page or Redirect
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* Page Widgets
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:* Page Widgets
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* Versions
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:* Versions
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* Domain Filters
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:* Domain Filters
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* Language / Translations
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:* Language / Translations
  
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'''[[Employee_Portal_Page_Configuration#Roles_and_Rights|Learn How]]'''
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'''[[Employee_Portal_Page_Configuration#Roles_and_Rights|Learn How...]]'''
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[[#top|(Top of Page)]]
 
  
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{{TOP}}|
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{{Section|
 
==Step 6 - Map Service Manager Services ==
 
==Step 6 - Map Service Manager Services ==
  
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'''Domain Pages''' on the Employee Portal, will only display data related to Services mapped to that Domain, if the widgets on the Domain Page have applied the '''Domain Filter'''
 
'''Domain Pages''' on the Employee Portal, will only display data related to Services mapped to that Domain, if the widgets on the Domain Page have applied the '''Domain Filter'''
  
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[[#top|(Top of Page)]]
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{{TOP}}|
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{{Section|
 
==Step 7 - Customize==
 
==Step 7 - Customize==
  
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:* Override employee portal general theme if desired - By default all widgets will inherit the styling from the '''Section''' configuration on the Body Section of the pages (as set in the admin console > Manage Employee Portal Settings, however, if desired you can change the style of individual widgets.
 
:* Override employee portal general theme if desired - By default all widgets will inherit the styling from the '''Section''' configuration on the Body Section of the pages (as set in the admin console > Manage Employee Portal Settings, however, if desired you can change the style of individual widgets.
  
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[[#top|(Top of Page)]]
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{{TOP}}|
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}}
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{{Section|
 
==Step 8  - Switch==
 
==Step 8  - Switch==
 
When the Employee Portal configuration is complete, and you are ready for users to start using the Employee Portal some final steps are quired.   
 
When the Employee Portal configuration is complete, and you are ready for users to start using the Employee Portal some final steps are quired.   
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=== Enable for users ===
 
=== Enable for users ===
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In Step 1, you may have selected individuals that would take part in the setup and preview of the Employee Portal.  When you are ready to give access to everyone, in the Admin Console navigate to the '''''System > Custumize > Manage Employee Portal''''' and select the '''''Settings''''' tab
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In Step 1, you may have selected individuals that would take part in the setup and preview of the Employee Portal.  When you are ready to give access to everyone, in the Admin Console navigate to the '''''System > Custumize > Employee Portal''''' and select the '''''Settings''''' tab
 
{{bullet1|Users To Preview the Employee Portal|Clear all users from this field in order to provide access to all users.}}
 
{{bullet1|Users To Preview the Employee Portal|Clear all users from this field in order to provide access to all users.}}
  
 
=== Turn off the My Services Option ===
 
=== Turn off the My Services Option ===
 
This step will remove the ''My Services'' Option from the Collaboration menu in Hornbill.  It will also move the Employee Portal menu item '''Company Home''' to the top of the Menu options, and therefore will be the default view all basic users see when they login.
 
This step will remove the ''My Services'' Option from the Collaboration menu in Hornbill.  It will also move the Employee Portal menu item '''Company Home''' to the top of the Menu options, and therefore will be the default view all basic users see when they login.
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:# In the Admin Console navigate to ''System > Customize > Manage Employee Portal'' and select the ''Settings'' tab
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:# In the Admin Console navigate to ''System > Customize > Employee Portal'' and select the ''Settings'' tab
 
:# Tick the '''Disable Old Portals''' option
 
:# Tick the '''Disable Old Portals''' option
  
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:# Turn this setting to ''Off'' to remove a link from the menu in the user app.  
 
:# Turn this setting to ''Off'' to remove a link from the menu in the user app.  
  
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[[Category:Administration]]
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[[Category:Configuration]]
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[[Category:HDOC]]

Latest revision as of 22:11, 9 May 2024

This document can now be found at its new location in the Hornbill Document Library.

Employee Portal

Retrieved from "https://wiki.hornbill.com/index.php?title=Migrating_to_the_Employee_Portal&oldid=32449"