Allison the administrator: Embedding document generation in dashboards

Allison the administrator can embed document generation capabilities into OpenSocial containers such as CLM dashboards.

Before you begin

Allison might have to set the CORS_DOMAINS property on the server where the web app is installed, to allow XHR requests from the Rational® solution for CLM server. This is not required if the CLM application and the web app are co-hosted.

About this task

Allison's project manager tracks project status on a CLM dashboard and wants to generate documents right from the dashboard without having to launch the Rational Publishing Engine web app. Alison can add a sample widget from the Rational Publishing Engine web app to the dashboard so that her project manager can generate this document regularly.

Procedure

  1. Alison finds the sample widget at http://rpe_server:port/rpeng/widgets/singlereport.xml and examines the XML file.
    XML for example widget
  2. Alison opens the CLM dashboard for her project.
  3. From the dashboard, click the Add Widget tab.Add widget
  4. Click Add OpenSocial Gadget.
    Add OpenSocial widget
  5. Allison enters the URL to the sample widget from step 1 and clicks Add widget.
    RPE Document Generation settings
  6. Allison closes the widget catalog and saves the dashboard. The widget appears on her project dashboard.
    Log into Rational Publishing Engine
  7. In the widget menu, click Settings.
    Settings menu
  8. Alison enters the report name. She sets the Shared field to false, otherwise the generated documents are visible to anyone with access to the server.
    Add OpenSocial widget URL
  9. Allison logs into Rational Publishing Engine in the widget.
  10. She clicks Refresh in the widget.
  11. She clicks Generate Document.
    Generate document button
  12. The document is generated successfully and Allison clicks the link to download the documents.
    Download link

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