Defining desktops

A desktop determines what users can see and do when they log into IBM Navigator. A default desktop is provided for working with case solutions. However, you can define additional desktops, for example, for working with different case solutions.

Learn how to define desktops in the IBM Navigator administration tool. You can configure the appearance, functionality, and repositories that are available and visible in a desktop, for example, for a role or department. You can define different desktops for each of the environments in your cloud subscription.

IBM Navigator must always include a default desktop. However, you can change the desktop that is set as the default.
Note: The topics that are linked to here are in the documentation for IBM Navigator.

Authorization

To access the administration tool and define a desktop, you must have the Navigator Administrators role.

Accessing the IBM Navigator administration tool

Access the administration tool by logging into your cloud subscription and then launching the tool by using a URL with the following format:
https://hostname/cloud_offering/environment/navigator/?desktop=admin
Where
hostname
The name of your subscription, for example, vhost123.mycloud.com.
cloud_offering
The type of cloud offering you're using.
  • baw for Business Automation Workflow on Cloud
  • dbaoc for cloud subscriptions with multiple IBM Cloud Pak for Business Automation as a Service offerings, including Business Automation Workflow on Cloud
environment
The environment you're defining the desktop for. For example, for a development environment, the subscription_environment is dev.
If you get an error when you try to log into the tool, your user ID doesn't have the necessary privileges assigned to it. Contact your Account Administrator or IBM Support External link opens a new window or tab to get these privileges assigned.

Defining a desktop

  • Creating the desktop.

    To create a desktop, you must specify a name, assign an ID, and associate a repository with the desktop. You can specify other options and settings, 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 they can add at a time. For more information, see Defining desktops.

  • Defining themes.

    You can customize the appearance of a desktop by creating a theme with a color scheme and images that are specific to your organization. You can modify the banner, login page, navigation elements, and buttons. For more information, see Defining themes.

  • Customizing menus.

    You can customize the default menus and toolbars. For more information, see Customizing menus.

  • Customizing labels.

    IBM Navigator provides default terms that are displayed in user interface. You can change these terms to terms that your users are familiar with and that match your business needs. For more information, see Customizing labels in the web client.

  • Adding customized components.

    You can create plug-ins to add customized components, such as menus, services, widgets, and layouts. For more information, see Creating plug-ins for IBM Content Navigator. To make these plug-ins available to IBM Navigator, follow the steps in Registering and configuring plug-ins. Ensure that you set the upload path to /opt/ibm/plugins.