Generating a portal or active web publishing link
Metrics Management generates Metrics Management portal or active web publishing links depending on the object selected in a book, map, or view. For each object, Metrics Management generates a simple link containing mandatory link parameters and an additional link containing all available link parameters. For example, with the Business Development measure selected in the Overall View of Performance, Metrics Management generates the following URLs.
*A simple link to the view at the top measure.
*A link to a custom view displaying the Business Development as the top measure, at the comparison series, location, and period selected in the view.
*A simple link to the dashboard for the top measure in the view.
*A link to the dashboard for the Business Development measure for the comparison series, location, and period selected in the view.
Each Metrics Management portal link also contains parameters specifying the Metrics Management server, database, and authentication method.
How to generate a link
1 Log in to the Windows Client or Web Client. To generate a portal link, log in using a Metrics Management single sign-on authentication method.
2 Open the book, map, or view for which to create a link. If necessary, select the appropriate object.
3 To generate a link perform one of the following tasks:
*To generate a portal link, choose ActionsGenerate Portal Integration URLs. A list of available portal links displays in Portal Integration URLs. Figure 8‑9 shows example links generated from the Overall View of Performance view in the Windows Client.
Figure 8‑9 Generating Metrics Management portal links in the Windows Client
Figure 8‑10 shows example links generated from the Overall View of Performance view in the Web Client.
Figure 8‑10 Generating Metrics Management portal links in the Web Client
*To generate an active web publishing link, choose ActionsGenerate Active Web Publishing URLs. A list of available active web publishing links displays in Active Web Publishing URLs. Figure 8‑11 shows example links generated from the Overall View of Performance view in the Windows Client.
Figure 8‑11 Generating active web publishing links in the Windows Client
Figure 8‑12 shows example active web publishing links generated from the Overall View of Performance view in the Web Client.
Figure 8‑12 Generating active web publishing links in the Web Client
4 To open the link in a browser, select a link. Right-click and choose Copy from the shortcut menu. Then, paste the link in a web browser.
5 In the Windows Client, to save the links as a text file, choose Save. In Save To File, provide a file name. Then, navigate to a location to save the file and choose Save.