Overview of Portal Pages

Portal Pages enable the development of single webpages and multi-page websites hosted on Metric Insights. They are incredibly flexible, allowing you to utilize the basic toolset for building websites: HTML, CSS, and JavaScript.  They allow you to create highly curated experiences around content from any source supported in Metric Insights.

Portal Pages can be embedded directly into your existing Metric Insights Portal, or you can use the Layout function to create your own branded portal or website in which to embed these Pages (with no visible Metric Insights UI).

1. Control the Use of Portal Pages

Access Admin > System > System Variables

The use of Portal Pages can be controlled by the above System Variables:

  1. Assign new values and [Save]
  2. [Commit Changes]

2. Example of Portal tabs

  1. The 'normal' Homepage in Metric Insights appears as Catalog.
  2. Portal Pages appear as tabs. Any of these Pages can be selected to be your default Homepage upon entry into the system.

3. Create a Simple New Portal Page for Use in MI

Access Content > Portal Pages

  1. [+New Page]
  2. Provide a descriptive phrase in Name
  3. Provide a name to be used in page URL
  4. Optionally, choose Template
  5. [Save]

To learn more about migration of portal pages, see Scripted Migration Utility.

As of Release 6.1.0, it is possible to flag elements and Migrate Content using Export/Import Migration Scripts. To learn more, see Scripted Migration via Category and Element Editors.

  1. Check to use the Portal Page as Object for External Report creation.
  2. Toggle on to enable the page for GitHub synchronization
    • If on, the Code tab switches to Git Sync where you can configure syncing for uploading Portal Page assets (as an alternative to a manual upload)
  3. Choose if you want to display the MI navigation bar at the top of the page
    • If checked, specify the following:
      • Embed URL: a way to access the page and use it for embedding
      • Layout: a way to establish navigation on the page
  4. Exclude the page from Homepage navigation bar and search, if needed
  5. Proceed to the Code tab to add HTML, CSS, and JavaScript, embed objects, etc.

For more information on adding New Layouts, please refer to Layouts for Portal Pages

All External layouts are client-specific and must be custom-designed. Please contact support@metricinsights.com for assistance if you do not already have a layout for your website

3.1. Basic Example of Finding the Code to Embed an Object

  1. Access Preview of a desired Tile
  2. Click Share icon
  3. [Embed this instead]
  4. [Copy Code] 

To locate the Embed codes for any Metric Insights object, refer to Embedding Overview

3.2. Understanding Embedding Сode Options  

  1. You can choose to create the code in either HML or JavaScript. The examples used here are for HTML, but the process is the same
  2. If the element is Dimensioned, you can display All or select specific Dimension from the drop-down window
  3. Type of views available:
    • "tile" - identical to view of tile on Catalog View
    • "tile Chart" - same image as above only larger
    • "preview" - an interactive image with additional detail as shown in Preview on Catalog View
    • "full Chart" - an interactive image as shown on element Viewer
    • "viewer" - not currently supported
  4. If the element is Dimensioned, you can select the format for display of these elements - the default of 1x1 will allow viewing of additional Dimensions via a scroll bar
  5. Determines if clicking on an element will open that element in Metric Insights (e.g. Tile in MI vs. visualization in an external BI tool)
  6. Determines if clicking on a link will open that link in a new browser tab

3.3. Syntax of Embedding Codes for Creating Custom Embed Codes

Once you copy some embedding codes, you can easily duplicate and create new codes without going into Metric Insights to Copy code – see Rules and examples here.

3.4. Example Results (with Custom Formatting Added)

4. Sharing Portal Pages

When the access restriction toggle (1) is enabled, User who:

  • is not in share Access list (specified below) AND
  • does not have edit access to the Portal Page AND
  • is not Admin

will see the Access Denied message (2) that can be customized.

For more information on Portal Page security, refer to Portal Page Security article.

4.1. Add Groups and Users Manually (via Portal Pages)

  1. [Add Group/User]
  2. Select Group/User
  3. Specify if the Page will display when User initially signs on to Metric Insights
  4. [Save]

User may override their Starting Location by using the My Setting menu option under their name. Once a User has set their Starting Location via the My Setting options, it cannot be overridden on either the User Editor or the Portal Page.  See more information on Setting a Portal Page as your Start Location

For each Group chosen from drop-down, all Group members will be setup with Page Access automatically.

4.2. Add Groups and Users Manually (via Group or User Editors)

Access the Portal Pages section on Other Access tab on either Group Editor or User Editor

  1. [+ Portal Page for Group/User]
  2. Select Page from a drop-down
  3. Specify if the Page will display when User initially signs on to Metric Insights
  4. [Save]

On User Editor, Portal Pages inherited from Groups will display as well as those individually assigned

Starting location assigned on User Editor will override assignment inherited from either Group or Portal Editors.

If User sets Starting location on their My Settings screen this overrides any settings on User, Group, or Portal Editors.  See Setting a Portal Page as your Start Location

4.3. Copy Access Rules from Another Portal Page

You can view the Share options for your chosen Portal Page using the edit icon to access that Portal Page Editor > Sharing tab.

Any updates to the Share options in Page B will now automatically be applied to Page A.

4.4. Assets: Add Images or Animations for Use in Portal Pages

Access Content > Portal Pages > Assets

You can:

  1. Create [New Folder] for uploading style sheets, JavaScript files, or images
  2. Upload files located locally via [+Browse For Files]
  3. Upload files by dropping them on the page
  • It is highly recommended to upload all custom files into Assets to ensure your seamless experience with the Portal Pages functionality. Assets are used with both Portal Pages in Metric Insights and with external Portal Pages.