Changing User-Defined Limiting Options within a Tabset

User-defined limits let Information Portal users construct their own limiting parameters. Here is an example of a user-defined limit on the Power Search page:

A user-defined limit is made up of three parts: the type of limit, the operator (=, <, >), and the term or value. The types and operators in Information Portal come from the user-defined limits that are set up in Horizon. (For more information, see “Search Limits” in the “Searching Setup” chapter of the Horizon System Administration Guide.) The user can enter any appropriate term or value.

Users can choose one item for each part (type, operator, and value) to limit their searches. (For example, to find all items with a publication date of 1988, a user would choose PUBDATE for the type and = [equals] for the operator, then enter “1988” as the value to create a user-defined limit of “PUBDATE = 1988”.)

You can add, rearrange, or delete user-defined limits for a search page attached to a sub-tab.

To change user-defined limiting options within a tabset

1 Access the profile you want to change, or add a new one.
2 Click Tabsets, Indexes, and User-defined Limits.

The Administration tool displays the list of tabsets that are available for this profile.

3 Make sure the tabset that you want to use for this profile is marked.
4 Click Next.

The Administration tool displays the list of sub-tabs for the tabset that you chose:

5 Click the sub-tab for which you want to change the user-defined limits.

The Administration tool displays the user-defined limits that are currently available on the user interface page represented by the sub-tab you chose:

From here you can add, rearrange, or delete user-defined limits for this sub-tab.

6 Do one or more of these options:

To do this

Do this

Add unused user-defined limits to the user-interface for this sub-tab

1 Click Add User-defined Limits.

The Administration tool displays the list of the user-defined limits that are not being used on this sub-tab. These limits were imported from Horizon when this profile was created.

2 Mark the limit or limits that you want to add to this sub-tab.
3 Click OK.

The Administration tool returns to the Tabset, Indexes, and User Defined Limits page. The limits that you chose are on the bottom of the list of limits used under this sub-tab.

4 Repeat steps 1 through 3 in this table until you have added all of the user-defined limits that you want to add.
5 Click OK.

Note: You can also create new user-defined limiting options in Horizon and import them into Information Portal. You create these new user-defined limiting options in the word_index view in Horizon. (For more information, see “Creating the Index Definition” in the “Setting Up a Keyword Index for Horizon Information Portal” section in the “Indexing” chapter of the Horizon System Administration Guide.)

Change the order in which these limits appear in the user interface search options list

1 Click Reorder Limits.

The Administration tool displays the list of the user-defined limits that are being used on this sub-tab.

2 Highlight the limit that you want to move.
3 Do one of these options:
Click the up or down arrow to move the limit where you want it.
In the Move box, enter the numbered position that you want this limit to have; then, click OK.

These limits will display in this order on the user search page corresponding to this sub-tab.

4 Repeat steps 2 and 3 in this table until you have rearranged all of the user-defined limits that you want to.
5 Click OK.

Remove one or more of these user-defined limits

1 Click the Delete option next to the limit.

(This removes this limit option only from the search page for this sub-tab. It does not delete the limits from Information Portal or from Horizon.)

7 Click OK.

The Administration tool returns to the list of sub-tabs.

8 Repeat steps 5 through 7 to change the limits for additional sub-tabs.
9 Click Done.
10 When you finish making changes in Information Portal, restart the Application Server process (JBoss).

 


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