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Boards Portlet

Overview

The steps below install the Boards Portlet as an application in DX.

outcome

boards-for-page

Steps

To install the Huddo Boards portlet, follow these steps:

Install

  1. Download the Boards Portlet WAR file

  2. Open the DX Administration => Web Modules. Select the war file and click Next

    select war

  3. Click Finish to complete the installation

    click finish

Unique ID

Note

This step is suggested for best practice.

  1. Go to Settings => Custom Unique Names and click Portlets

    custom unique names

  2. Search for Title starts with huddo and click Edit

    edit unique name

  3. Set the Unique .ame to huddo.boards and click OK

    set unique name

ACL

Web Module

  1. Find the newly installed Boards portlet, click Assign access to Web module

    assign access

  2. Click User => Edit Role

    edit role

  3. Click Add

    add role

  4. Check All Authenticated Portal Users and click OK

    all authenticated users

Application

  1. Open Applications, search by title for boards, click Assign access to Web module

    assign access

  2. Click User => Edit Role

    edit role

  3. Click Add

    add role

  4. Check All Authenticated Portal Users and click OK

    all authenticated users

Configure

  1. Open the Portlets page, find Huddo Boards, click Configure Portlet

    configure portlet

  2. Edit the cfg.BaseURL to https://<BOARDS_URL>.

    For example:

    • https://boards.company.com or
    • https://company.example.com/boards
    • https://boards.huddo.com (hybrid customers)

    edit base url

    Click OK

  3. The Huddo Boards Portlet should now be accessible at

    Edit mode => Add => Applications

    applications

  4. Add it to any page to get started!

    widget-settings