Resource Configurations

By using resource configurations, you can display different web forms to different users as needed. For example, you might want a simple version of the Site page displayed for most users, but a version of the page with more data displayed for managers. Or, you might like to allow customers to login to your system, but only allow them to see a simplified version of the console.

This capability is built into Dovetail Agent, which uses the exact same resource configurations as defined by the Clarify Classic Client. Each user belongs to a resource configuration. The resource configuration is a list of specific custom forms. When a user in a resource configuration opens a specific form, the system checks to see if there is a custom version of that form in the resource configuration. If so, that custom version of the form is displayed. If not, the default (or Baseline) version of the form is displayed.

If a user is not in a specific resource configuration, they are in the Baseline resource configuration. This means that they will only see Baseline pages.

Use Dovetail Admin to specify web forms, create user versions of those forms, and add the user versions to resource configurations.

To use resource configurations with Dovetail Agent:

Once a custom version of a web form has been created with Dovetail Admin, create a subdirectory with the same name to hold the custom web pages.

For example, suppose you want a custom version (named 2.3) of the SITE page. You would follow these steps:

1. Add a custom version of 2.3 for the SITE page in Dovetail Admin.
2. Under the pages\site directory, create a new subdirectory named "2.3".
3. In that directory, copy all of the web pages (.asp files) from the parent directory that are needed.
   Note: For example, for SITE, you copy the following files:
   • site.asp
   • site2.asp
   • grid_site_contact.asp
4. Edit each of the files in the new directory by searching for any file that is referenced with a "../". This construct is telling Dovetail Agent to look in the parent directory.
5. For each of these directory references, add another "../" to the directory reference, so that each of these files is now one level deeper in the directory tree. To get to the proper file, move up one additional directory. For example, this would be in the site.asp file:
   
   <!--#include file="../include/inc_constants.asp"-->
   
   The above line would be changed to:
   
   <!--#include file="../../include/inc_constants.asp"-->

You can create user versions for any form in Dovetail Agent, including custom forms that are added to the system. If you have questions about resource configurations in Dovetail Agent, please contact Dovetail Software.

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Last updated: 10/29/2007 2:44:18 PM
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