A desktop determines the available features and appearance of the web client. For
example, you can display or hide specific panes, menus, and toolbars. You can disable options that
you do not want unauthorized users to access. You can also specify default or custom menus and
configure IBM
FileNet® P8 workflow and mobile settings.
Before you begin
To access the administration tool, you must log in as an IBM Content Navigator administrator to the
administration tool or to another defined desktop.
About this task
The administration desktop that you use to administer
the IBM Content Navigator web client
is included in the initial IBM Content Navigator configuration.
At a minimum, you must also create a default desktop that users can
use to access the web client. If you want users to access other desktops
that have different features and appearances, create multiple desktops.
Remember: Your IBM Content Navigator configuration
must always include a default desktop. However, you can change the
desktop that is set as the default desktop.
To
create a working desktop, you must specify a name and assign an ID
to the desktop. You must also select a repository and associate that
repository to the desktop. Optionally, you can specify other options
and settings for the desktop, such as the menu options that users
see when they want to add a document to a repository or the maximum
number of documents that users can add at a time.
A
desktop is configured to authenticate users against a specific repository
in your environment. Users who want to access this desktop must be
defined in the repository. Additionally, you can limit access to the
desktop to a specific set of users and groups in your repository.
Box users: For your desktop authentication settings, if
you specify a
Box repository that uses OAuth2 authentication,
when a user opens the desktop, the browser is redirected to
Box.
- If the user is already logged in to Box, the user must
grant access to connect IBM Content Navigator to Box.
- If the user is not logged in to Box, the user must enter a
valid Box user account and password to grant access to connect
IBM Content Navigator to Box.
Procedure
To define a desktop:
-
Open the administration tool in the web client.
-
Either create a new desktop by clicking , or copy an existing desktop by clicking Desktops, selecting
an existing desktop and clicking Copy.
-
Specify the name for the desktop.
The name is
used only to identify it in the administration tool.
-
Specify an ID for the desktop.
Restriction: After you save the desktop, you cannot change the ID because it is used to
access the desktop from a URL. For example, to access the administration desktop, append
?desktop=admin
to the web client URL, where admin
is the ID of the
administration desktop.
-
Configure the desktop authentication settings:
-
Specify the repository that you want to use to authenticate
users.
You must select a repository that is already configured.
-
Specify whether you want to limit access to the desktop
to a specific set of users and groups.
Restriction: Several restrictions apply if you limit access to the desktop:
- If you use an IBM Content Manager OnDemand repository, the user and group names
that you enter are not validated on the server. You must ensure that you enter the names
correctly.
- If you use an OASIS Content Management Interoperability Services repository, this option is not
available.
-
On the General page, configure additional settings.
-
The default desktop is the desktop that is opened when you open the web client URL without
specifying a desktop. Your configuration can include only one default desktop. If you want this
desktop to be the default desktop, click Set as the default desktop.
-
If you want to restrict users to search with only existing searches, click Prevent
users from creating searches or Prevent users from creating cross-repository
searches.
-
If you want to make it easier for users to download the IBM Navigator mobile application, enable Show IBM Navigator QR
code on login page.
-
Click Repositories and select the repositories that you want users to
access from the desktop.
By default, the selected repositories are displayed in the Browse, Search, and Work
views. However, on the Layout page, you can specify which repositories to
use for each displayed feature that you enable. For example, you can configure the repository to
display only in the Work view by deselecting the repository for the Browse feature and the Search
feature. You can also select a different default repository for each feature.
Important: When you associate a repository with the desktop, keep the
following behaviors in mind:
- The repository that you use to authenticate users is your default repository for the
desktop.
- If you change the default repository after you define a desktop, any favorites that users
created are not saved. The favorites must be re-created in the new default repository.
-
On the Layout, Appearance,
Menus, and Mobile pages, change other settings as
needed and save your changes.
Results
After you create and save a desktop, you can provide users with the URL to the web client, for
example,
http://host_name:port_number/context_root/?desktop=desktop_ID.
Tip: The format of the URL can vary depending on your environment:
- If you deployed IBM Content Navigator to a highly available cluster, the
URL must point to the load balancing server:
http://load_balancer_host_name:load_balancer_port_number/context_root.
- If you are using SSL, the protocol of the URL is HTTPS:
https://host_name:port_number/context_root.
- If you are using IBM Security Access Manager for single sign-on (SSO), the URL
is
http://TAM_server_name/context_root.