Page History

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• About the Control panel
• About the Administration portlets
• About the Tools portlets
• Configuring the portlet
• Defining the portlet data preferences
• Removing a portlet package from the Precise Custom Dashboard
• Where to go for more information

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1. Log in as Admin user to Custom Portal version 9.6.
2. Go to Control Panel>Settings>Authentication>LDAP.
3. Under Authentication, mark Enabled.
4. Under Default Values, mark Microsoft Active Directory Server.

5. Under Connection, provide the parameters described in the following table:

   Parameter	Description
   Base Provider URL	<url_of_the_base_provider>
   Base DN	<base_dn>
   Principal	<domain_name>\<user_name>
   Credentials	<password>

6. Under Users, provide the parameters as described in the following table:

   Parameter	Description
   Authentication Search Filter	(&(objectCategory=person)(sAMAccountName=@screen-name@))
   Import Search Filter	((objectclass=person)
   User name	<user_name>
   Password	<password>
   Email address	<email_address>
   First name	<given_name>
   Last name	<last_name>
   Job title	<title>

7. Under Groups, do not mark/configure anything.

8. Under Import/Export, mark or clear the parameters as described in the following table:

   Parameter	Description
   Import enabled	Mark
   Import on startup enabled	Mark
   Import interval	Any selection as long as it is not grayed-out.
   Export enabled	Do not check this box.

9. Under Password policy, mark the “Use LDAP Password Policy” check box.

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The Precise adapter enables the user to communicate with different Precise installations from different versions (OOTB supporting v8, v8.x, v9, and v9.6).

The Starting from v8.5, the AES encryption method was introduced in Precise. It is used as the default communication encryption method. For the adapter to communicate with the data source in the configuration process, the user will be is prompted to copy the encryption key files from the Precise installation to the Precise Custom Portal installation.

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Table 3-1. Fixed Adapter Data Source fields

See About the DBAdapter, About the Retrieve from Database portlet, and Assigning permissions to adapters through user groups.

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Table 3-2 DBAdapter fields

See About the Adapter Settings portlet, About the Retrieve from Database portlet, and Common JDBC drivers.

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Table 3-3 Microsoft SQL Server JDBC driver

The following table shows the information you must enter in the DBAdapter portlet settings to connect to a MySQL database.

Table 3-4 MySQL JDBC driver

The following table shows the information you must enter in the DBAdapter portlet settings to connect to a Sybase database.

Table 3-5 Sybase JDBC driver

The following table shows the information you must enter in the DBAdapter portlet settings to connect to a Oracle database.

Table 3-6 Oracle JDBC driver

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AboutThePortletUpgraderPortlet AboutThePortletUpgraderPortlet

About the Portlet Upgrader portlet

This portlet is located in the portlets tree under admin.

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Table 3-7 Portlet Upgrader portlet

See Configuring the portlet.

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AboutTheRefreshRateSettingsPortlet AboutTheRefreshRateSettingsPortlet

About the Refresh Rate Settings portlet

The administrator can configure how often the information displayed in the dashboard is refreshed in the Refresh Rate Settings portlet. These settings apply to all pages on the dashboard.

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Table 3-8 Available display views

See Configuring the portlet, Defining the portlet data preferences, and About the DBAdapter.

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Table 3-9 Time Frame options

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ConfiguringThePortlet ConfiguringThePortlet

Configuring the portlet

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1. In the Title area of the portlet, click on the existing title and rename it to a title that helps you remember what is displayed in the portlet.
2. Click the Preferences icon () to edit the portlet preferences.
3. Under Show fields, choose the information that you want to display in the portlet.
4. Under Filter data by, determine which information to display. Depending upon the Precise installation/data source selected you may be prompted to enter additional information.
   If the Filter field supports the use of wildcard characters, use the percentage (%) character.

5. Under Properties, determine how you want the information displayed, as follows:

   Field	Description
   View data as	Determines whether data is displayed as a table or chart. If the data is of the same unit and type, it is displayed in the same chart.
   Chart height	If you choose to display the data in a chart, determines the height of the chart, in pixels.
   Position legend	If you choose to display the data in a chart, determines where to position the legend (options include top, bottom, left, or right of the chart).
   Portlet height	Determines the height of the portlet, in pixels.
   Portlet width	Determines the width of the portlet, in pixels. The width of the portlet is also influenced by the layout of the page the portlet is displayed on.
   Free text	Allows you to enter text that is displayed at the top of the portlet. You can use this text to explain what the purpose of the portlet is, or give an overview of what is displayed in the portlet.

6. Click OK.

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RemovingAPortletPackage RemovingAPortletPackage

Removing a portlet package from the Precise Custom Dashboard

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For the latest information on the Precise Custom Dashboard, see the Precise Customer Support Portal.

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