Raising Intelligence - Viewpoint Shared Portlets

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In the spirit of "Tis better to give than receive" comes the next blog on cool Viewpoint features, that being the ability to "share" a portlet. The shared portlets feature captures a customized version of a portlet and allows it to be shared as a distinct portlet for use by other Viewpoint users. It will appear in the admin menus as its own portlet including the same permissions options as the original portlet it was derived from. One may ask how does it work? And why would one use it?

So let's take a scenario to demonstrate Viewpoint's shared portlet capability as well as several other cool Viewpoint features.

We have a group of operation managers joining the Viewpoint user base and want to provide them visibility into two areas. The first requirement is we provide them the ability to monitor Teradata system health at a summary level. The second requirement is that we provide them a view into all queries running on the system so they can monitor various queries and get details regarding their respective team members' queries. However they are only interested in a very distinct set of report columns and ones very different then what we have as defaults. Further, the operation managers are hesitant to use Viewpoint so we want to make this as easy as possible for them to get them hooked. We can always extend their capabilities in the future once they are more comfortable with using Viewpoint and realize the benefits. Ok we're ready to roll.

As we are using the LDAP auto-provisioning capability in Viewpoint, each of the users will have a Viewpoint user account automatically created for them upon successful login. We've also leveraged an LDAP attribute to automatically assign them to the "Ops_Mgr" role in Viewpoint we created. So the accounts are done ... LDAP makes that really easy.

For the first requirement, we simply allow access to the "System Health" portlet with a restriction of only allowing the summary view. Creating the permissions for the Ops_Mgr role for access to the Teradata system "biggulp", utilization of the "System Health" portlet and restriction to the summary view is all done through the "Admin - Roles Manager" menu. Here is a view of that:

For the second requirement of giving the operations managers a custom view of queries on the system, we will leverage the "Query Monitor" portlet and the shared portlet ability. First, we go into Viewpoint and configure a "Query Monitor" view via preferences with only the columns and criteria the operation managers want (desired columns are Session ID, State, Username, Account, and Duration). We then "share" this portlet through the share portlet button in the header of the "Query Monitor" portlet we just customized:

When we share a portlet, we will be prompted for a new name. In the spirit of making this as easy as possible, we assign the portlet name as "OpMgrs Query View". Once shared, the portlet will need to be approved by an Administrator before becoming available to other users. This is done in the "Admin - Portlet Library" through a simple enable option.

So we have the custom view we want and have it enabled but we still need to allow access for the Ops_Mgr role and make the desired permission restrictions. The cool thing is that the new "OpMgrs Query View" portlet now appears in the Admin - Roles Manager menu just like any native portlet. We assign access and make the necessary restrictions like so:

And we're done! Now all we need to do is get the operation managers to login and populate their dashboard. As they only have access to the two portlets, that's all their "Add Content" menu will display so this should be very straight forward. Note the "OpMgrs Query View" is offered under the category of "Shared" and is correctly represented by the selected columns and permissions we selected. If the operations manager wants to view a certain users' queries, they can sort that column by simply selecting it like so:

And now everyone is happy including the biggulp system!  

Covered a lot of cool features in this one! Hope this was time well spent for you!