Setting up Interactive Portlets › Create the Interactive Portlet

Create the Interactive Portlet

Use the following procedure to create an interactive portlet and import the Xcelsius visualization.

Before you start, create the Xcelsius visualization and export it to the Flash (.SWF) format.

Follow these steps:

1. In CA Clarity PPM, open Administration, and from Studio, click Portlets.

   The portlet list appears.

2. Click New Portlet and select Interactive Portlet.

   The create page appears.

3. Complete the following fields:

   Portlet Name

   Defines the name of the portlet. This name appears on the title bar of the portlet and in the list of available portlets.

   Portlet ID

   Defines a unique alphanumeric identifier for the portlet.

   Content Source

   Specifies where the data that appears in the portlet originates.

   Category

   Specifies the general area on which the portlet reports data.

   Description

   Defines the purpose of the portlet and provides any relevant information.

   Active

   Indicates the portlet is active and is visible to users. You can edit inactive portlets and activate them later.

   Default: Selected

   Instance Type

   Specifies the type of page the portlet can be placed on. If you select General, the portlet can be added to any CA Clarity PPM page. If you select an Object, the portlet can only be added to CA Clarity PPM pages associated with that Object.

   Visualization File (.swf)

   Specifies the .SWF file used for the interactive portlet content.

   Click the Browse icon to select the .SWF file. Do not enter or copy the file path.

4. Save the changes.

   The Xcelsius visualization is imported into the interactive portlet.

More information:

How to Set up an Interactive Portlet for Real-time Data