Setting up the UI

Before users can access the user interface, you must configure who can access it and define the views that are available.

Before you begin

Complete the following prerequisites:

  • Learn about how users can interact with the user interface. For more information, see Getting started with the UI in the IBM OpenPages User Guide.
  • Learn about views and how they are defined in the View Designer. For information, see Views and Defining and publishing views with the View Designer.
  • Learn about the GRC Workflow feature and plan how you will use it. Configure it after you configure the UI with the exception of Task Views and Admin Views, which can be designed concurrently. For information, see Setting up GRC Workflow.

About this task

During the configuration process, plan and design what you want users to accomplish in the UI. After configuring the UI, you can define views that allow users to interact with OpenPages in a way that is tailored to your requirements.

Procedure

  1. Update the permissions for role templates for administrators who are configuring the UI.
    1. Click Open Administration menu Administration menu > Users and Security > Role Templates.
    2. Click a role template, and go to the Role Permissions section.
    3. Click Edit.
    4. Select the SOX > Administration > Task Focused UI permission.

      Administrators with this permission can define views with the Open Administration menu Administration menu > Solution Configuration > Views task in the UI.

      In addition to Views, this permission also controls whether the Open Administration menu Administration menu > Other > Display Debug Info task is displayed.

    5. Select the SOX > Administration > Dashboards permission.

      Administrators with this permission can define dashboards with the Open Administration menu Administration menu > Solution Configuration > Dashboards task in the UI.

  2. No changes are required to the permissions for role templates for users who access the UI. All users have access to the UI.
  3. Review profiles for users who will use the UI.
  4. Define default dashboards for profiles. For more information, see Dashboards and Defining a dashboard for a profile.
  5. Create the views that are used in the UI. For information, see Views.
  6. Optional: Customize the Primary menu.
    For more information, see Customizing the Primary menu.
  7. Optional: Configure IBM Watson® components that are used with OpenPages. For more information, see Configuring Integrations.