Introduction to IDP

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Introduction to IDP
NC WISE Training Team NC DPI
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Document Use

• This document is the property of the NC DPI and
  may not be copied in whole or in part without the
  express written permission of the NC DPI.
• This curriculum is intended for LEAs to use
  and/or customize for re-delivery based on
  specific LEA needs. If modifications and
  additions are made to this curriculum, LEAs are
  responsible for the content.

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Where does IDP fit?

• Reports are created in WRS.
• Reports can be viewed in IDP.

Web Report Studio
ETL
eSIS
Information Delivery Portal
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Overview

• Terminology
• Accessing IDP
• Navigating the Interface
• Adding New and Existing Pages
• Adding New and Existing Portlets to Pages
• Editing Page Properties

• Removing Pages
• Editing your Preferences
• Working with Reports
• Working with the Standard Reports
• Questions
• More Information

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Terminology
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Terminology

• IDP is a web-based interface that enables you
  to view and organize content created in WRS.
• Portal Page is a method of organizing
  information in the portal. You can create, add,
  edit, rearrange, and remove portlets on a page.

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Terminology

• Portlet is a rectangular display component of
  the portal in which content and links to content
  are displayed.
• Collection Portlet Contains a list of portal
  content items.
• URL Portlet accesses a specific URL and
  displays the returned information inside the
  portlets borders.

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Accessing IDP
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Logging On - Path
Navigation https//ahr.ncwise.org/Portal/displayL
ogon.do
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Logging In IDP - Steps

• Type User name
• Type Password
• Click Log On

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Exercise

• Log in to IDP.

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Navigating the Interface
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About the IDP Default View
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About the IDP Default View

• Default view users will customize to their
  preferences.
• Can add multiple types of items and content.
• Tasks are performed via
• Menus
• Buttons
• Links

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What is a Portal Page?

• Represented by a tab in the navigation bar.
• Web pages that contain Portlets.

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What is a Portlet?

• Serves as a container for information.
• Allows the user to organize content.

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What are the Portlet Icons?

• Edit the properties for the Portlet.
• Edit the content for the Portlet.
• Remove the Portlet from the Portal page.
• Collapse the Portlet.

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Navigating the Interface

• Options
• Add new pages and Portlets.
• Modify/Remove existing Portlets and Portal pages.
• Edit preferences.
• Search
• Search for content.

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Navigating the Interface

• Log Off
• Log off and exit the application.
• Help
• Searchable, indexed, complete Online Help.
• Online Help is not NCDPI specific, nor is it
  specific to eSIS or the AHR project.

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Options Menu
Options specific to the current page
Options applicable to all pages
Options specific to various tools
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Adding New and Existing Pages
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Adding New Pages

• New pages are created at the LEA Coordinator user
  level.
• Only the user that created the page can view,
  edit, or remove the page.

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Adding New Pages - Path
Navigation Options gt Add
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Adding New Pages Create Tab
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Adding New Pages Create Tab Fields

• Name displays on pages tab in navigation bar.
• Description displays with page title when you
  search for items.
• Keywords terms that you can use to search for
  the page.
• Page Rank a number that dictates how important
  this page is in comparison to other pages.

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Adding New Pages - Steps

• (Required) Enter the name for the page.
• (Optional) Enter a description, one or more
  keywords, and a page rank value.
• Click Add.
• Click Done. The main portal page appears with the
  new page added as a tab.

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Exercise

• Add a Portal page named Your First Names Home
  Page

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Adding Existing Pages

• Includes shared and personal pages.
• Users can search for existing pages to add.
• Can preview the page before adding.

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Searching for Existing Pages - Path
Navigation Option gt Add gt Search tab
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Searching for Existing Pages
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Searching for Existing Pages

• Searches name, description, and keywords for the
  item.
• Enter text or use as a wildcard.
• Enter a string of text returns items that
  contain one or more of the words.
• Enter a string of text surrounded by quotation
  marks returns items that contain exactly that
  phrase.
• Wildcard - cannot be used within text string,
  just enables you to search for all content.

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Searching for Existing Pages
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Searching for Existing Pages - Steps

• Navigate to the search screen Option gt Add gt
  Search tab
• Specify the keyword(s) to use for the search.
• (Optional) Specify the number of result records
  to return per page.
• Click Search.
• Select the page to add and click Add.
• Click Done.

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Exercise

• Search for any pages that you have created.

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Adding New and Existing Portlets to Pages
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Adding New Portlet

• Added to pages to manage content.
• Containers or organizers for content
• Portlet types
• Collection
• URL
• Portlet Content
• Links
• Pages
• Reports
• Websites

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Adding New Portlets - Path
Navigation Options gt Edit Content
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Adding New Portlets
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Adding New Portlets
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Adding New Portlet - Steps

• Navigate Options gt Edit Content.
• Click Add Portlets.
• Specify the Portlet Type.
• (Optional) Type the Keywords and Description.
• Click Add.
• Confirm the Portlet was successfully added
  banner appears.
• Click Done.
• Click OK.

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Exercise

• 1.
• Add a new Portlet to the portal page you created
  in the previous exercise.
• Specify the Portlet type as a Collection Portlet.
• Type Reports as the name.
• Type Collection of reports as the Description.
• Type Reports and Demo as Keywords.
• 2.
• Create another Portlet to the SAS New User
  Training page.
• Specify the Portlet type as a URL Display
  Portlet.
• Type Website as the name.
• No Description
• Favorite website will be the Keywords.

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Adding Content to Collection Portlets

• The items that can be added to a Collection
  Portlet can be of any type or combination of
  types.
• Dependent upon the content type, the portal will
  either display the item or launch a new
  application in your browser window.
• Click the refresh collection link to update the
  list in the portlet.
• User has the ability of adding or removing
  content items, rearranging the list of items.

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Adding Content to Collection Portlets
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Adding Content to Collection Portlets
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Adding Content to Collection Portlets
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Adding Content (Create Tab) - Steps

• Choose the Portlet and click the Edit Content
  icon.
• Specify if the Description and/or Location should
  be shown.
• Click Add Items and choose the Create tab.
• Click the radio button to specify the item type.
  
• Type the Name and URL.
• Type the Description and Keywords.
• Click Add
• Multiple items can be added before proceeding to
  the next step.
• Click Done.
• Items will display in the Items box.
• Click OK.

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Exercise

• Edit the content of the Reports portlet.
• Click the radio button next to Link. Type your
  LEAs name.
• Type the correct URL for your school district. It
  has to be exactly like it appears on the
  Internet.
• Type a brief Description two Keywords.

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Adding Existing Content to Collection Portlets
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Adding Existing Content (Search Tab) - Steps

• Choose the Portlet and click the Edit Content
  icon.
• Specify if the Description and/or Location should
  be shown.
• Click Add Items and choose the Search tab.
• Type the search criteria in the Keywords text
  field.
• The is the wildcard search text. It will return
  all available content items.
• Click the check box next to the Content type or
  types.
• Clicking the check box next to Content Types will
  select all. Multiple boxes can be checked.
• Choose the number of Results per page.
• Click Search
• Choose the Content item to be added.
• Multiple items can be added by placing a check
  in the check box next to the content item.
• Click Add and Done when finished making your
  choices.
• Items will display in the Items box.
• Click OK.

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Exercise

• Edit the content of the Reports portlet.
• Search for Daily Attendance Report in the SAS
  report content type.
• Choose this report and add it to the portlet.

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Adding Content to URL Portlets
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Adding Content to URL Portlets - Steps

• Click the Edit Content button on the URL Portlet.
• Type in the new URL.
• The URL must be exactly like it is when viewing
  the actual site.
• Specify the I-Frame Height.
• Click Save.

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Exercise

• Add one of your favorite web-sites to the URL
  portlet.
• Keep everything as the their default setting.

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Adding Existing Portlets - Path
Navigation Options gt Edit Content gt Search tab
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Adding Existing Portlets
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Adding Existing Portlets
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Adding Existing Portlets - Steps

• Navigate Options gt Edit Content gt Search tab.
• Click the Add Portlets button.
• Type an Asterisk criteria.
• Click Search.
• Click the check box next to the portlet and click
  Add.
• Click Done then OK.

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Exercise

• Search for portlets with the name Websites.
• Choose the portlet named Websites with my
  websites as the description.
• Click Add.
• Click Done then OK.

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Editing Page Properties
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Editing Page Properties Path
Navigation Options gt Edit Properties
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Editing Page Properties
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Removing Pages
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Removing Pages Path
Navigation Options gt Remove
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Removing Pages Path

• Select whether you want to remove the page
  permanently or just from your current view.

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Editing Your Preferences
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Editing Your Preferences

• Available through the Options menu.
• Editable Sections
• General themes, e-mail notification format.
• Language country and language.
• Format date/time, long/short date, time,
  currency, currency symbol.
• Portal changes the position of the navigation
  bar horizontally or vertically.

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Editing Your Preferences Path
Navigation Options gt Preferences
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Editing General Preferences

• Click the General option.

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Editing Language Preferences

• Click the Language option.

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Editing Format Preferences

• Click the Format option.

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Editing Portal Preferences

• Click the Portal option.

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Editing Portal Preferences (Horizontal)
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Editing Portal Preferences (Vertical)
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Editing Preferences - Steps

• Navigate Options gt Preferences
• Choose the section to edit.
• General, Language, Format, Portal
• Click Ok to accept or Cancel to reject the
  changes.

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Exercise

• Edit your portal preferences to display your
  portal vertically.
• Edit either a time or date format preference.

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Working with Reports
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Working with Reports

• You can add SAS reports to your portlets.
• To view a report, click the report link.

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Working with Reports
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Working with Reports

• Add and remove data items from the graph or
  table.
• Total, filter, rank, highlight based on
  conditions specified.
• Set properties for the graph or table, such as
  font, and number of items displayed.
• View information about the graph or table.

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Working with Reports

• Re-order data items or move them to Hidden.
• Cannot drag and drop.

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Working with Reports

• Options depend on whether you are working with a
  table or a graph.
• Graphs only allow filtering, ranking, and
  highlighting.

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Working with Reports

• Properties
• General
• Text
• Totals

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Working with Reports

• Export as Microsoft Excel file or as
  tab-delimited.
• Large reports may take a long time to export.

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Working with Reports

• Read-only.

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Steps

• Click on the name of the report in which you
  would like to view.
• Using any of the buttons on the Table toolbar
  manipulate the data according how you would like
  for it to appear..

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Exercise

• In the reports portlet created as part of the
  last exercise, open a report.
• Edit the report using one of the available edit
  options.

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Working with the Standard Reports
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About the Standard Reports

• There are five standard reports available within
  Information Delivery Portal
• Class Enrollment Report
• NCLB Report
• TIMS Report
• YTD Attendance Report

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About the Standard Reports

• Created and maintained at the State level.
• Accessed as stored processes.
• Must be added to a content portlet on a page in
  your portal view.
• Report output is published to the report users
  personal repository.
• E-mail notification when report is ready.
• Must add the Results Navigator Portlet to your
  portal view to view the results of the report.

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About the Standard Reports

• Five steps to using the standard reports
• Locate the report.
• Add the report to your Portal view.
• Add the Results Navigator Portlet to your Portal
  view to enable you to see the results when you
  run a report.

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About the Standard Reports

• Five steps to using the standard reports
• In your Portal view, click the name of the report
  and specify the required and/or optional
  parameters for the report.
• Click Run Report. When the results are available,
  you will receive a notification email at the
  email address that you specify in the parameters.
  View the results of the report.

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Adding Standard Report - Steps

• Search for standard report portlet.
• Add the portlet to your Portal Page.
• Search for the results navigator portlet.
• Add the portlet to your Portal Page.
• Click the name of the Standard Report you wish to
  run.
• Read the notification you receive for the results
  of the report.
• Look in the Results Navigator Portlet for the
  report results.

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Exporting Table Data
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Using the Export Data Icon

• Allows you to export table data as a Microsoft
  Excel file or as a tab-delimited text file.

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Using the Export Data Icon

• In the View Report View click the Export data
  icon on the Table toolbar.
• Hold down the Control-key (Ctrl)
• Choose the format of the report click OK.

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Using the Export Data Icon

• Still pressing the Ctrl-key click Open.
• Click Yes to view the report.
• The report can then be saved for future purposes.

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Exercise

• Export the data for one of the reports that you
  have added to your Reports portlet.

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Questions
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More Information
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Reference Documents

• NC WISE AHR Documentation
• http//www.ncwise.org/training_doc_ahr.html
• Also see
• SAS Online Help (Help menu within the product)
• http//www.sas.com/support

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Training Support Contacts

• NC WISE Training Team ncwisetraining_at_dpi.state.n
  c.us
• NC WISE Service Deskhelp_at_dpi.state.nc.us919.807
  .4357

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www.ncwise.org