Create Portal and Zones in Oracle RMB

This is an example to show how to create Portal and zones in Oracle RMB. This is just for the understanding purpose.

This post explains about how to's in Oracle RMB. The portals in RMB contains zones.  The following explains of how to create a simple portal with one zone.

Note : (This is just for the reference.)

Steps to be followed :

1. Login to Oracle RMB Instance.

2. Select Menu -> Admin Menu -> Z -> Zones. Click +Zone.

3. Enter the following information to create a new zone

          Zone  :   CM_TEST ( CM is Customer Modification. Naming convention)

          Description : Test Zone

          Zone Type :   F1-DE-SINGLE ( Info Data Explorer - Single SQL)

          Application Services - F1-DFLTS

         Width  :   FULL

         Initial Display Columns : C1

         SQL Statement   :      Select * from DUAL

         Column1            :       source=SQLCOL
                                           sqlcol=DUMMY
                                           label='Dummy Column'

Save the newly created zone. On saving, following message : "Record successfully updated' appears on the left hand side bottom of the screen.


4. Next step is to create a new Portal which contains the newly created zone.

   Navigate to Menu -> Admin Menu -> P -> Portal (click on + sign of the Portal)

 5. On the New portal page, enter the following details

       Portal :  CM_TZONE

       Description : Test Zone Portal

       Application Services

      Added newly created zone ( CM_TEST) information in the zone section in Application services.

    Save the record.

    On saving, following pop menu is shown.
 
 

   click OK.


6. Next step is to add the newly created portal to the User Group

 Navigate to Menu -> Admin Menu -> U -> UserGroup

In the User Group Search window. Click on the ( >) search button.

Following results shows up.

Select ALL_SERVICES

Navigate to 'Application Services' tab

Click on + symbol to add the application.

Add the following information in the new record screen

Application Service ID :   CM_TZONE  ( Test Zone Portal). Select the value from the from Application service search screen.

Expiration Date :  01-01-2025

Save the record by clicking on the 'Save' button. Following message is shown "Record successfully updated." 



7. Now we need to add the newly created portal to the Menu. The next illustrates the same

Navigate to Menu -> Admin Menu -> M -> Menu

Menu Search window opens

Select Menu Type as 'Main' and Click on the ( >) search button.  The menu name will be the CI_MAINMENU for which we will add the custom portal.

The list of data appears.

Click on + symbol, which creates the new record

Enter the Sequence number

Navigate to 'Menu Items' tab.

Click on Navigation Option field Search symbol.

In the Navigation option, enter the value "CM_" and click on the Search ( > ) symbol.

Enter the Long label : Custom Test Portal

Click on the save button. Following message appears 'Record successfully updated'

That's it. The custom portal is successfully created and is attached to the Main menu.

Now the newly created portal appears in the Main Menu.

Click on the Custom Test Portal.

The newly created portal displays the zone.

That's it..

The same can be modified by adding more complex SQL queries, including additional columns and filters.

(Note * : This is just for my understanding purpose,built in the Development instance. Appropriate validations need to be taken care and tested )