Category:Web Reservation System -> Portals

How to Configure an Online Portal

Portal Configuration Outline

Below is a general outline of steps to follow in creating a web portal and the links that you would send to a client. They are provided as a guideline to those that have completed the Hudson Portal Training, but still need a little help in remembering the steps and/or the correct order in which a portal is constructed.

1. Using your HWEB AGENT, create a group profile in your LOCAL SYSTEM. Make sure that you assign an ALIAS(WEB ID) and change the NO EXPORT option to EXPORT using the drop list.
2. 
   Save, but do not exit, the profile.
3. 
   In the profile select TOOLS/Update Web to load the profile to the web system.
4. 
   Open your Mozilla "Portal Configuration Workplace"
   • TAB 1 - Retail View
     TAB 2 - Utility View
     TAB 3 - Utility View
     TAB 4 - Web Reservations Support
5. Open GROUP CONFIGURATION/TEMPLATE in TAB 2
6. 
   Open target portal in TAB 3
   
7. Copy desired fields from TAB 2 to TAB 3
   
8. Copy graphic string (logo) from email into GROUP LOGO field
   
9. Save changes (UPDATE) in TAB 3, your new portal
   
10. Change copy and colors in TAB 3 - new portal
    
11. Complete changes to new portal and update
    
12. In TAB 1, make URL in address field match appropriate PORTAL LINK KEY. Press ENTER (keyboard) to test.
    
13. Open Mozilla COMPOSER (just above START in lower left corner of screen)
    
14. Create link copy
    
15. Create hyperlink for each line of link copy
    
16. Save COMPOSER work
    
17. File/Browse Page
    
18. Test links
    
19. Copy links from BROWSER VIEW not from COMPOSER
    
20. Open email client (Outlook, Outlook Express, etc.)
    
21. Paste links into body copy
    
22. Send Links

Categories:

• Web Reservation System
  • Portals