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Portlet Features and Functionality

Avitek Financial Services Pages

The Avitek Financial Services portal has two pages: the Home page and the Web page. These portal pages contain all the portlets in Avitek Financial Services and are described in detail in the following sections:

- Home Page

- Home Page—Visitor Not Logged In

- Home Page—Visitor Logged In

- Web Page

- Web Page—Visitor Not Logged In

- Web Page—Visitor Logged In

Home Page

The contents of the Home page depend on whether a visitor is logged in and on the visitor's group membership and role. The following sections illustrate these differences.

Home Page—Visitor Not Logged In

The default Home page, shown in Figure 3-1, appears before a visitor logs in. The default Home page contains three portlets. The College Savings Account and Avitek IRA advertisements occupy placeholders inside portlets (the PrimaryCampaign and SecondaryCampaign portlets, respectively). The content of these placeholders changes depending on which campaign is invoked. For a full discussion about the campaigns in the Portal Example, see Campaigns and Portlets.

Figure 3-1 Avitek Financial Services Home Page—Default

Home Page—Visitor Logged In

As previously mentioned, the portlets displayed on the Home page change when a visitor logs in. To see some of the other portlets displayed after login, complete these steps:

1. Click the Login button.

2. In the User ID field, enter "visitor10".

3. In the Password field, enter "password".

Note: The password for Visitors 1-10 is "password".

1. Click the Login button. The Home page opens, as shown in Figure 3-2.

   Figure 3-2 Avitek Financial Services Home Page—Logged In (Visitor 10)

2. Notice that Visitor 10's Home page contains eight portlets. Visitor 10 belongs to the Avitek group and the guest role. Group managers determine which portlets their members can access. For a tour about group management see "Portal Management" in Portal Example—Visitor and Administrator Features at http://edocs.bea.com/wlp/docs70/ptour/portmgm.htm.

3. To log out, click the Logout button. The Home page returns to its default configuration.

To further explore how the user role affects which portlets are displayed on the Home page, log in as other visitors—try visitor1 for the Approver role, visitor3 for the Advisor role, and visitor4 for the Investor role.

Web Page

Like the Home page, the contents of the Web page also depend on whether a visitor is logged in or not. The following sections illustrate these differences.

Web Page—Visitor Not Logged In

To view the default Web page, click the Web tab.

The default Web page contains three portlets: Dictionary, WebSearch, and Quote. Figure 3-3 shows the Web page when a visitor has not logged in.

Figure 3-3 Avitek Financial Services Web Page—Default

Web Page—Visitor Logged In

To view the Web page when a visitor has logged in, complete the following steps:

1. Click the Login button.

2. In the User ID field, enter "visitor10".

3. In the Password field, enter "password".

Note: The password for visitor1-10 is "password".

1. Click the Login button. The Home page opens.

2. Click the Web tab.

The Web page for Visitors 1-10 contains five portlets: WorldNews, Dictionary, WebSearch, Bookmarks, and Quote. Figure 3-4 shows the Web page for these visitors.

Figure 3-4 Avitek Financial Services Web Page—Logged In (Visitor 10)

1. To log out, click the Logout button. The portal displays the Home page in its default configuration.