Configuring End-User Portal Settings

A user must be assigned a role with the View and Manage Configurations permission to modify configuration settings for the End-User Portal through the Producer Portal.

Note:Before changing any configuration settings in a working FlexNet Operations instance, it is advisable to export the working configuration settings. If there is a problem with the new settings, you have a backup of working settings to restore.

This section includes the following sub-sections with instructions for changing End-User Portal settings and descriptions of different End-User Portal setting groups:

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Changing End-User Portal Settings

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General Options

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Portal Navigation

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End-User Portal Home Page

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Entitlements Page

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Bulk Entitlements Page

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License Support Page

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Devices Page

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Downloads Page

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Recent Releases

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Recent Files Page

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Download Order Page

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Download Packages Page

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Manage Accounts & Users

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Custom Branding

Changing End-User Portal Settings

Follow the instructions, below, to change the settings that govern the appearance and behavior of your End-User Portal.

To configure the End-User Portal

Click System > Configure.

Click End-User Portal Setup to open the configuration page for the End-User Portal.

Make any setting changes that suit your configuration needs. Consult the tables, below, for additional information about the settings in each section.

Click Save Configs to save changes.

The Producer Portal saves your configuration changes.

General Options

These settings correspond to the General Options section of the End-User Portal Setup page in System > Configure.

End-User Portal: General Options Configurations
Name	Possible Values	Description	Rqd
Transferred Items Set to On Hold	Selected or unselected	Set the state of items transferred in the End-User Portal to On Hold and send an email to the FlexNet Operations administrator to approve the transfer by releasing the hold.
Enable Auto Login	Selected or unselected	Select to enable an end user to log in to the portal by passing an activation ID or entitlement ID in the login URL.
Hide Header	Selected or unselected	Hides the header in all pages of portal. Select to enable when End-User Portal is embedded into an external portal.
Skip Home Page	Selected or unselected	Skips the Home page after a user logs in and proceeds directly to the List Entitlements page.
Resource Bundle Time-to-Live	30 or specify	Reload the resource bundle cache at this time interval (minutes). Specify the number of minutes between resource bundle cache reloads.	*
Enable Self-Registration for an existing Account	Selected or unselected	Select to enable an end user to be associated with an existing Self-Registered account when they self-register in the End-User Portal with an entitlement ID or activation ID.
Enable terms and conditions panel	Selected or unselected	Show or hide the Privacy Terms and Conditions link on the Register for Account page for self-registering users. If enabled, users are reminded to read the privacy terms and conditions when they click Complete on the Register for Account page. When a user clicks the link, the Privacy Terms and Conditions are opened in a new tab. Customers are not required to acknowledge that they have read the Privacy Terms and Conditions.
Terms and conditions URL	Specify	If you selected Enable terms and conditions panel, enter the URL to the Privacy Terms and Conditions that a self-registering user should read before registering.
Show Download Button	Selected or unselected	Show or hide the Download button on the Downloads tab on the device’s default view. If selected, the Download button enables a user to download entire download packages or individual files contained in a download package. Requires that the configuration setting Hide Download Manager (in the Downloads Page section) be unselected and Show Downloads Tab (in the Devices Page section) be selected. Default: Unselected. Version:This setting is only available for producers who use the Software Delivery module.

These settings correspond to the Login Page section of the End-User Portal Setup page in System > Configure.

End-User: Portal Login Page Configurations
Name	Possible Values	Description	Rqd
Hide Register Link	Selected or unselected	Hides the Register link for self-service registration near Log In.
Hide Log in With Entitlement ID Option	Selected or unselected	Hides With Entitlement ID link in the login page. Important:Hiding any two login methods removes the option box from the login form.
Hide Log in With Activation ID Option	Selected or unselected	Hides With Activation ID link in the login page. Important:Hiding any two login methods removes the option box from the login form.
Hide Log in With User Name Option	Selected or unselected	Hides With User Name link in the login page. Important:Hiding any two login methods removes the option box from the login form.

Portal Navigation

The settings correspond to the Portal Navigation section of the End-User Portal Setup page in System > Configure.

End-User Portal: Navigation Configurations
Name	Possible Values	Description	Rqd
Hide Top-level Navigation	Selected or unselected	Hides the top-level navigation/menu in all pages of portal. Select to hide navigation/menu when End-User Portal is embedded into an external portal.
Hide System Help	Selected or unselected	Hides the system help links in the top-level navigation.
Hide Home Button	Selected or unselected	Hides Home in the top-level navigation.
Hide Activation & Entitlements Menu	Selected or unselected	Hides the Activation & Entitlements menu in the top-level navigation.
Hide Claim Activation IDs Link	Selected or unselected	Hides the Claim Activation IDs link in the Activation & Entitlements menu.
Hide Devices Menu	Selected or unselected	Hides the Devices menu in the top-level navigation.
Hide Accounts & Users Menu	Selected or unselected	Hides the Accounts & Users menu in the top-level navigation. Important:Selecting this option overrides the Show List All Administrators Link option.
Hide Host Transfer Jobs Link	Selected or unselected	For customer users, hides the Host/Device Transfer Jobs links in the License Support menu.
Hide Downloads Menu	Selected or unselected	Hides the Downloads menu in the top-level navigation.
Hide List Downloads Link	Selected or unselected	Hides the List Downloads link in the Downloads menu.
Hide Recent Files Added Link	Selected or unselected	Hides the Recent Files Added link in the Downloads menu.
Hide Recent Releases Link	Selected or unselected	Hides the Recent Releases link in the Downloads menu.
Hide Usage Menu	Selected or unselected	Hides the Usage menu in the top-level navigation.
Hide License Support Menu	Selected or unselected	Hides the License Support menu in the top-level navigation.
Show List All Administrators Link	Selected or unselected	If selected, shows the List all administrators link in the Accounts & Users menu. This enables the end-user to see the linked names of their account administrators in the End-User Portal and contact them by email. Requires that the Roles for Administrator field be populated and that Hide Accounts & Users Menu be unselected. Note:The List all administrators link only appears for users with roles that include the End-User Portal permissions View Accounts or View Users.
Roles for Administrators	Specify	Defines the role that a user must have to be considered an administrator. To specify multiple roles, separate the roles using a comma. If more than one role is specified, it is sufficient for a user to have one of the roles to be considered an administrator. This field must be populated if Show List All Administrators Link is selected. If Show List All Administrators Link is selected but no roles are specified, the Account Administrators list in the End-User Portal will be empty.

End-User Portal Home Page

These settings correspond to the Portal Home Page section of the End-User Portal Setup page in System > Configure.

End-User Portal: Home Page Configurations
Name	Possible Values	Description	Rqd
Hide Recent Entitlements Widget	Selected or unselected	Hides the Recent Entitlements panel on the Home page.
Hide Recent Releases Widget	Selected or unselected	Hides the Recent Releases panel on the Home page.
Hide Recent Files Widget	Selected or unselected	Hides the Recent Files panel on the Home page.
Hide Downloads Widget	Selected or unselected	Hides the Downloads panel on the Home page.
Hide Announcements Widget	Selected or unselected	Hides the Announcements panel on the Home page. See Managing Custom Content for information about publishing announcements to the home page.
Hide Quick Links Widget	Selected or unselected	Hides the Quick Links panel on the Home page.

Entitlements Page

These settings correspond to the Entitlements Page section of the End-User Portal Setup page in System > Configure.

End-User Portal: Entitlements Page Configurations
Name	Possible Values	Description	Rqd
Hide Activate	Selected or unselected	Hides the Actions > Activate link on the Entitlements page.
Hide Trusted activate	Selected or unselected	Hides the Actions > Trusted activate link on the Entitlements page. For producers that support only trusted storage activation, hiding the Trusted Activate link prevents users from activating anything from the End-User Portal. However, the short code activation link is still shown and is usable.
Hide Transfer	Selected or unselected	Hides the Action > Transfer link on the Entitlements page.
Hide Split	Selected or unselected	Hides the Action > Split link on the Entitlements page.
Hide Short Code Activation	Selected or unselected	Hides the Action > Short Code Activation link on the Entitlements page.
Hide Print	Selected or unselected	Hides the View > Print link on the Entitlements page.
Hide View Certificate	Selected or unselected	Hides the View > View certificate link on the Entitlements page.
Hide Email	Selected or unselected	Hides the View > Email link on the Entitlements page.
Hide Claim Activation IDs	Selected or unselected	Hides the Action > Claim Activation IDs link on the Entitlements page.
Hide Export Button	Selected or unselected	Hides the Export button on the Entitlements page.
Show View Download Packages	Selected or unselected	If selected, shows the View > View Download Packages link on the Entitlements page. Default: unselected.

Bulk Entitlements Page

These settings correspond to the Bulk Entitlements Page section of the End-User Portal Setup page in System > Configure.

End-User Portal: Bulk Entitlements Page Configurations
Name	Possible Values	Description	Rqd
Hide View Web Register Keys Button	Selected or unselected	Hides the View > View Web Register Keys link on the Bulk Entitlements page. Default: Unselected.

License Support Page

These settings correspond to the License Support Page section of the End-User Portal Setup page in System > Configure.

End-User Portal: License Support Page Configurations
Name	Possible Values	Description	Rqd
Hide Return	Selected or unselected	Hides the Action > Return link on the License Support page.
Hide Rehost	Selected or unselected	Hides the Action > Rehost link on the License Support page.
Hide Repair	Selected or unselected	Hides the Action > Repair link on the License Support page.
Hide Upgrade	Selected or unselected	Hides the Action > Upgrade link on the License Support page.
Hide Upsell	Selected or unselected	Hides the Action > Upsell link on the License Support page.
Hide Renew	Selected or unselected	Hides the Action > Renew link on the License Support page.
Hide Manual Return	Selected or unselected	Hides the Action > Manual Return link on the License Support page.
Hide Manual Repair	Selected or unselected	Hides the Action > Manual Repair link on the License Support page.
Hide Save to File	Selected or unselected	Hides the View > Save to File on the License Support page.
Hide Email License	Selected or unselected	Hides the View > Email License link on the License Support page.
Hide Shipment Records	Selected or unselected	Hides the View > Shipment Records link on the License Support page.
Hide View Fulfillments Button	Selected or unselected	Hides the View > View Fulfillments button on the License Support/Consolidate Licenses page.
Hide Print	Selected or unselected	Hides the View > Print link.
Hide Export Menu	Selected or unselected	Hides the Export menu above lists of licenses.
Hide Consolidate Link	Selected or unselected	Hides the Action > Consolidate link on the License Support page.
Hide Verify	Selected or unselected	Hides the Action > Verify link (shown when user generates a license).
Hide Transfer Licenses	Selected or unselected	Hides the Action > Transfer Licenses link on the License Support and Manage Hosts pages.
Hide Product Version Details	Selected or unselected	Hides the Product Version details for activatable line items on all pages. Select the box to prevent the product version from being rendered in the Product column after the product name.
Hide Batch Rehost	Selected or unselected	For customer users, hides the Action > Batch Rehost link.
Hide Short Code Return	Selected or unselected	Hides the Action > Short Code Return link on the License Support page.
Hide Short Code Repair	Selected or unselected	Hides the Action > Short Code Repair link on the License Support page.
Hide List Hosts Link	Selected or unselected	Hides the List Hosts link in the License Support menu.

Devices Page

These settings correspond to the Devices Page section of the End-User Portal Setup page in System > Configure.

End-User Portal: Devices Page Configurations
Name	Possible Values	Description	Rqd
Hide View History Button	Selected or unselected	Hides View History option on the device’s default view.
Hide Download Capability Response Link	Selected or unselected	Hides the Download Capability Response link in the Action menu for the device’s default view and View Server pages.
Allow Standalone Device Creation	Selected or unselected	Allows creation of standalone devices in the End-User Portal. If Allow Standalone Device Creation and Allow Server Device Creation are unselected, the Create Device menu item and button are hidden.
Allow Server Device Creation	Selected or unselected	Allows creation of server devices in the End-User Portal. If Allow Standalone Device Creation and Allow Server Device Creation are unselected, the Create Device menu item and button are hidden.
Hide Move Button	Selected or unselected	Hides the Move Device button in the Action menu on the device’s default view.
Allow Device Name Editing	Selected or unselected	Allows editing of device name in the End-User Portal.
Display Site Name in Devices Page	Selected or unselected	Displays the Site Name attribute on the Devices page.	*
Enable Return Device/Server	Selected or unselected	Allows devices and servers to be returned via the End-User Portal.
Allow Backup Server ID Editing	Selected or unselected	Allows End-User Portal users to add backup servers.
Display vendor dictionary information in Devices page	Selected or unselected	Controls whether vendor dictionary information is visible on the device’s default view in the End-User Portal. Default: selected (vendor dictionary information is visible on the device’s default view).
Show Downloads Tab	Selected or unselected	Controls whether the Downloads tab is visible on the device’s default view. If selected, the Downloads tab shows all downloads that are available for a standalone device. Default: unselected. Version:This setting is only available for producers who use the Software Delivery module.
Enforce device management permissions across accounts	Selected or unselected	Controls the capabilities available on the Device Details page. When selected, a user belonging to more than one account will have their permissions to view or manage devices enforced according to the account that owns the device. Default: unselected.

Downloads Page

These settings correspond to the Downloads Page section of the End-User Portal Setup page in System > Configure.

End-User Portal: Downloads Page Configurations
Name	Possible Values	Description	Rqd
Show File Count	Selected or unselected	Show or hide the download file count on the Download page. Select the box to have the End-User Portal show how many times each file has been downloaded.
Hide Download Log Tab	Selected or unselected	Show or hide the Download Log tab on the Downloads page. Select the box to hide the Download Log tab.
Hide Notification Log Tab	Selected or unselected	Show or hide the Notification Log tab on the Downloads page. Select the box to hide the Notification Log tab.
Hide Date Added	Selected or unselected	Show or hide the Date Added column in the Files list. Select the box to hide the Date Added column.
Hide Extended File Description	Selected or unselected	Show or hide the extended file description in the expanded file details. Select the box to hide the extended file description.
Hide Custom Attributes	Selected or unselected	Show or hide custom file attributes in the expanded file details. Select the box to hide custom attributes.
Hide File Checksums	Selected or unselected	Show or hide the checksum values in the expanded file details. Select the box to hide the checksums attribute.
Show Download Package Version	Selected or unselected	Show or hide the version number for each download package next to the download package name above the file list on the Download List page. Note that download packages are not required to have a version. If no download package version is available, no download package version appears in the End-User Portal. Select the box to show the download package version numbers.
Hide File Details	Selected or unselected	Show or hide all additional file details in the expanded file details. Select the box to hide all such details.
Show Order Media	Selected or unselected	Show or hide Order Media on the Downloads page. Order Media enables End-User Portal users to request copies of the files to which they are entitled on physical media.
Order Media Request Recipient	Specify	The email destination for the Order Media request messages. Set the email address the End-User Portal uses when an end user wants to order physical media.	*
Hide Download Manager	Selected or unselected	Show or hide the Download Selected Files button on the Download List page.

Recent Releases

These settings correspond to the Recent Releases section of the End-User Portal Setup page in System > Configure.

End-User Portal: Recent Releases Configurations
Name	Possible Values	Description	Rqd
Default Days to Show	30 or specify	Set the default recency of the release for the recent files list. This setting determines the recency, in days, for download packages to be included in the recent releases list. Common settings are 30, 60, 90, and 120.

Recent Files Page

These settings correspond to the Recent Files Page section of the End-User Portal Setup page in System > Configure.

End-User Portal: Recent Files Page Configurations
Name	Possible Values	Description	Rqd
Default Days to Show	30 or specify	Set the default recency for the recent files list. This setting determines the recency, in days, for files to be included in the recent files list. Common settings are 30, 60, 90, and 120.

Download Order Page

These settings correspond to the Download Order Page section of the End-User Portal Setup page in System > Configure.

End-User Portal: Download Order Page Configurations

Name

Possible Values

Description

Rqd

Show Version

Selected or unselected

Show or hide the Version column in the Download Package list of the Available Downloads page.

The Available Downloads page lists the download packages associated with an entitlement. In the End-User Portal, the Available Downloads page appears when you click an entitlement’s Download Now link on the List Entitlements page.

Show Custom Activation ID

Specify

Replaces the default activation ID with the value of a custom activation ID attribute on the Download Order page.

Exceptions

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Any value other than “Not Applicable” and “Not Required”—The Download Order page displays the custom activation ID attribute with the value <value>. This replaces the Activation ID property and its value.

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“Not Required”—The Download Order page displays the custom activation ID attribute with the “Not Required” value. This replaces the Activation ID property and its value.

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“Not Applicable”—The Download Order page displays the Activation ID property and its value.

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No value—The Download Order page displays the Activation ID property and its value.

Download Packages Page

These settings correspond to the Download Packages Page section of the End-User Portal Setup page in System > Configure.

End-User Portal: Download Packages Page Configurations
Name	Possible Values	Description	Rqd
Show Version	Selected or unselected	Show or hide the Version column in the Download Package list on the Download Packages page. The Download Packages page lists the download packages for a product. In the End-User Portal, the Download Packages page appears when you click on a product name. For example, an end user might click on a product name that appears in Your Downloads on the Home page or in the list that appears after clicking Downloads > List Downloads.

Manage Accounts & Users

These settings correspond to the Manage Accounts & Users section of the End-User Portal Setup page in System > Configure.

Note: Display of the Created By column on the Accounts page in the End-User Portal is configurable (default: displayed). Contact Revenera Support if the Created By column should be hidden.

End-User Portal: Manage Accounts & Users Configurations
Name	Possible Values	Description	Rqd
Hide Create a Sub Account	Selected or unselected	Hides the Create a Sub Account link in the Actions menu on the Accounts page.
Hide Delete Account	Selected or unselected	Hides the Delete Account link in the Actions menu on the Accounts page.
Hide Delete Subtree	Selected or unselected	Hides the Delete Subtree link in the Actions menu on the Accounts page.
Hide Create a User	Selected or unselected	Hides the Create a User link in the Actions menu on the Accounts and Users pages.
Hide Delete a User	Selected or unselected	Hides the Delete User link in the Actions menu on the Accounts and Users pages.
Prevent editing Account ID and Account Name	Selected or unselected	Prevents customer users and partner users from editing their account ID and account name.
Hide Create an Account	Selected or unselected	Hides the Create partner account and Create customer account links in the Actions menu on the Accounts page.

Custom Branding

These settings correspond to the Branding section of the End-User Portal Setup page in System > Configure.

End-User Portal: Custom Branding Configurations

Name

Possible Values

Description

Rqd

Upload Company Logo

Specify

Choose an image file (PNG or JPG format) to serve as your account’s logo in the End-User Portal and upload it. Use the controls to choose a file from your local machine to upload.

After an image file is uploaded, a reset button is available to enable you to clear the uploaded image.

Maximum file size: 40KB

Recommended image height: 30 pixels

Upload CSS

Specify

Choose a CSS file to replace the style settings used by default for the End-User Portal. Uploading a customized CSS file allows for a broader range of style changes consolidated into a single place. For smaller changes, it may be simpler to use one of the override settings instead.

Use the controls to choose a CSS file from your local machine to upload. (When no custom CSS file is present, the End-User Portal uses its default CSS.)

Viewing Previously Uploaded Files

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If a custom CSS file has previously been uploaded, a Last Update date will be listed. To view the contents of this file, enter the following URL:

https://<siteID>.flexnetoperations.com/flexnet/staticfiles/operationsportal/custom.css

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If a custom header file has previously been uploaded, a Last Update date will be listed. To view the contents of this file, enter the following URL:

https://<siteID>.flexnetoperations.com/flexnet/staticfiles/operationsportal/header.html

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If a custom footer file has previously been uploaded, a Last Update date will be listed. To view the contents of this file, enter the following URL:

https://<siteID>.flexnetoperations.com/flexnet/staticfiles/operationsportal/footer.html

Note:When you upload a CSS file to the Upload CSS field, it will overwrite any existing custom CSS file that was previously uploaded. Also, when you upload a custom CSS file, it will always be renamed to custom.css, even if that was not its original name. The same goes for a custom header (will always be named header.html) and a custom footer (will always be named footer.html).

Upload Header

Specify

Choose an HTML file to replace the default header content for the End-User Portal. Use the controls to choose a file from your local machine to upload. (When no custom header HTML is present, the End-User Portal uses its default header content.)

Upload Footer

Specify

Choose an HTML file to replace the default footer content for the End-User Portal. Use the controls to choose a file from your local machine to upload. (When no custom footer HTML is present, the End-User Portal uses its default footer content.)

Primary Navigation Position

Top, Left, or Right

Specify where to show the high-level navigation menu for the End-User Portal. Default: Top.

Configure Portal Colors

Click Open Configurator to show the Color Configurator panel. The Color Configurator allows you to set the colors to use in your End-User Portal pages for the following content:

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Default button label color – sets the color of the label on default buttons in the End-User Portal.

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Default button color – sets the color of the default buttons in the End-User Portal.

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Background color – sets the background page color for all End-User Portal pages.

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Title color – sets the text color of the page titles in the End-User Portal.

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Link color – sets the color of the link text and lightweight button text on End-User Portal pages.

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Primary navigation – sets the background color for the primary navigation menu.

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Primary navigation open – sets the background color for open (active) primary navigation menu items.

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Primary navigation text – sets the color for all text in the primary navigation menu.

Specify all colors using hexadecimal format. For example, #000000 for black, #ffffff for white, or #228B22 for forest green.

Click Preview to show a sample of your color settings within the Color Configurator.

Click Undo to revert any changes that have not yet been saved.

Click Use Defaults to restore color settings to the FlexNet Operations default colors.

Click Save to store your changes to these color settings.