Before you start using Employee Portal, you must enter certain basic setup information that applies to your portal. You must start by filling in the Employee Portal Setup Card. When you fill in the Employee Portal Card, the program will make the predefined actions available to you.
When you add a Web Part to your portal page, you need to configure the Web Part by defining which data the Web Part will request from Microsoft Dynamics NAV. You do this in the custom property fields in the SharePoint tool pane.
The custom properties are the properties that have been created to introduce Employee Portal functionality to the Web Part. The custom property fields are the applying fields.
The custom property fields are specific for Microsoft Dynamics NAV and the captions for these fields need to be defined in Microsoft Dynamics NAV.
On the Configuration Tool Pane tab, you specify the captions for the configuration of Card, List and Header-Line Web Parts.
On the Search Tool Pane tab you specify the captions for the configuration of Search parts.
To enter this information, open the Employee Portal Setup Card window. Fill in the fields according to these guidelines:
Field |
Comments |
Configuration Tool Pane Tab: |
|
Config Tool Pane Caption |
Enter the caption you want to show in the tool pane as the heading of the Employee Portal custom property area for card, list and header + line Web Parts. You can, for example, enter Employee Portal. |
Config TP WP Request Caption |
Enter the caption you want to show as the heading of the field in which you can select the Web Part request you want the Web Part to use. You can, for example, enter Web Part Request. |
Config TP Initial Req. Caption |
Enter the caption you want to show as the heading of the field in which you can select the Web Part to perform an initial request. You can, for example, enter No Initial Request. |
Config TP Group Caption |
Enter the caption you want to show as the heading of the field in which you can select the group of request. You can, for example, enter Group. |
Search Tool Pane Tab: |
|
Search Tool Pane Caption |
Enter the caption you want to show in the tool pane as the heading of the Employee Portal custom property area for Search Web Parts. You can, for example, enter Employee Portal. |
Search Config Table Caption |
Enter the caption you want to show as the heading of the field in which you can select the table that the search will run through. You can, for example, enter Table. |
Search TP All Tables Caption |
Enter the caption you want to show in the field in which you select the table as an option to search through all tables. You can, for example, enter All Tables. |
Search Limit |
Enter the maximum number of records you want the program to list on each tab in a search result. |
Creating Web Parts for Employee Portal
Defining Search Configurations