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Resource Portal

The Resource Portal displays all resources on the server. The Data section contains data sources, datasets, and data models. Dashboards, reports and web pages are displayed under the Documents section. Templates, images, and themes are grouped and displayed under the Other Resources section.


Here is a video walkthrough of the Wyn Resource Portal.


Working with Resources

You can perform the following actions on resources using the Resource Portal. The corresponding buttons are located near each document in the list or in the right corner on top of the view.


Resource Portal

Note: It supports pagination for the documents list. Documents are listed page-wise, so it helps in terms of overall navigation and the process of listing the documents is also faster. You can specify the number of documents to be displayed per page from the drop-down list. Like here, we have selected 20 documents per page. If you want to go to a particular page, you can enter the page number in Go to and press Enter or click the page number, or you can use the Next Page/Previous Page arrows. This feature is available from Wyn 6.1 onwards.

Data source

Action

Description

Preview

Opens the data source in Preview.

New Window

Opens the data source in a new window.

Reconfigure

Opens the Reconfigure Data Source dialog window where you can modify the data source's properties.

Append Data

Append the existing data source with the one as specified in the schema.

Copy URL

Generates the document url which can be copied.

Categories

Adds the data source to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected data source.

Delete

Deletes the data source and removes it from the list.

Download

Downloads the data source.

Dataset

Action

Description

Preview

Opens the dataset in Preview.

New Window

Opens the dataset in a new window.

Edit

Opens the dataset editor where you can modify the dataset's properties.

Duplicate

Creates a copy of the dataset.

Copy URL

Generates the document url which can be copied.

Categories

Adds the dataset to the specified category (or categories) on the portal.

Refresh cache

Refreshes the dataset cache.

Rename

Allows you to rename the selected dataset.

Delete

Deletes the dataset and removes it from the list.

Download

Downloads the dataset.

Data Model

Action

Description

Edit

Opens the data model editor where you can modify the data model's properties.

Duplicate

Creates a copy of the data model.

Categories

Adds the data model to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected data model.

Delete

Deletes the data model and removes it from the list.

Download

Downloads the data model.

Dashboard

Action

Description

Preview

Runs the dashboard and displays it in Preview.

New Window

Opens the dashboard in a new window.

Edit Dashboard

Displays the selected dashboard in the Designer.

Duplicate

Duplicates the selected dashboard.

Copy URL

Generates the document url which can be copied.

Categories

Adds the dashboard to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected dashboard.

Delete

Deletes the dashboard and removes it from the list.

Download

Downloads the dashboard.

Report

Action

Description

Preview

Runs the report and displays it in Preview.

New Window

Opens the report in a new window.

Export

Export the report to one of the following formats - PDF, Xlsx, HTML, CSV, JSON, Image, or Docx.

Edit

Displays the selected report in the Designer.

As Template

Copies the report as template.

Duplicate

Duplicates the selected report.

Copy URL

Generates the document url which can be copied.

Categories

Adds the report to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected report.

Delete

Deletes the report and removes it from the list.

Download

Downloads the report.

Web Page

Action

Description

Preview

Runs the web page and displays it in Preview.

New Window

Opens the web page in a new window.

Edit

Displays the selected web page in the Designer.

Copy URL

Generates the document url which can be copied.

Categories

Adds the web page to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected web page.

Delete

Deletes the web page and removes it from the list.

Download

Downloads the web page.

Note: To create a web page on the Resource Portal, the admin must set the Enable webpage documents option in the UI Settings of the Admin Portal to 'True'. By default, this option is set to 'False'.

Font

Action

Description

Categories

Adds the font to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected font.

Delete

Deletes the font and removes it from the list.

Download

Downloads the font.

Template

Action

Description

Preview

Opens the template in Preview.

New Window

Opens the template in a new window.

User for new report

Opens the template in the Designer where you can use it for another report.

Edit Template

Opens the template in the Designer where you can modify the template's properties.

Copy URL

Generates the document url which can be copied.

Categories

Adds the template to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected template.

Delete

Deletes the template and removes it from the list.

Download

Downloads the template.

Master Report

Action

Description

Categories

Adds the master report to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected master report.

Delete

Deletes the master report and removes it from the list.

Download

Downloads the master report.

Image

Action

Description

Preview

Opens the image in Preview.

New Window

Opens the image in a new window.

Copy URL

Generates the document url which can be copied.

Categories

Adds the image to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected image.

Delete

Deletes the image and removes it from the list.

Download

Downloads the image.

Theme

Action

Description

Preview

Opens the theme in Preview.

New Window

Opens the theme in a new window.

Copy URL

Generates the document url which can be copied.

Categories

Adds the theme to the specified category (or categories) on the portal.

Edit

Opens the theme in the Theme Designer where you can modify its properties.

Rename

Allows you to rename the selected theme.

Delete

Deletes the theme and removes it from the list.

Download

Downloads the theme.

Floor Plan

Action

Description

Preview

Opens the floor plan in Preview.

New Window

Opens the floor plan in a new window.

Edit

Opens the theme in the Floor Plan Designer where you can modify its properties.

Copy URL

Generates the document url which can be copied.

Categories

Adds the floor plan to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected floor plan.

Delete

Deletes the floor plan and removes it from the list.

Download

Downloads the floor plan.

Language Resource

Action

Description

Preview

Opens the language resource in Preview.

New Window

Opens the language resource in a new window.

Edit

Displays the selected resource in the Language Resource Designer.

Duplicate

Duplicates the selected language resource.

Copy URL

Generates the document url which can be copied.

Categories

Adds the language resource to the specified category (or categories) on the portal.

Rename

Allows you to rename the selected language resource.

Delete

Deletes the language resource and removes it from the list.

Download

Downloads the language resource.

Creating Resources

In the Resources Portal, you can also create a new data source, dataset, data model, theme, floor plan, master report, template, web page, report, or dashboard by using the corresponding

commands.


Create resources in Resource Portal

Info Tab

On the Info tab, you can view the basic information of the document, add a document description, assign share permissions to the document, set document categories, etc.


To view the Info tab, select any document and click the Info icon on the top right corner.


Create resources in Resource Portal


The Info tab is displayed.


Create resources in Resource Portal


Assign Permissions in Info Tab


You can share the document(s) with other users if the administrator has enabled the other user's permissions to view such shared documents.


When sharing, you can share the documents with Read Only, Read/Write, Execute, or Full Control permissions. With the Full Control permission, the role(s) also gets permission to print and export reports. However, these permissions are shareable only if the role(s) has the 'Print Report' and 'Export Report' access.


For more information on how to set sharing permissions for the selected document in the Info tab, see the Share Document article.