Setting the language
The Portal can be configured to display text for any of the supported languages. Language selection is primarily based on user and group configuration options.
Setting the language for the Portal login page
Before a user has logged in to the Portal, any user-specific language settings are unknown. If needed, you can configure the language to display in the Portal login page, so that all Portal users receive the same messaging in the same language.
- Login to the Portal as an administrator.
- From the Portal menu, navigate to Portal Management.
- From the left navigation panel, select the CX Settings category.
- Click Users.
- Select the
Login Page Language (Global)
setting. - Scroll down. From the drop-down, select the language to display in the Portal login page.
- Click Save.
All subsequent visitors to the login page see text displayed in the selected language.
Setting the language for user groups
Within the Portal, the displayed language is determined by user and group configuration. Users inherit the language setting from their primary user group, although individual user accounts can be configured to override that selection.
In the following example, the group is the Portal User
group, which is the first
group to which all users are assigned. By default, this user group becomes the primary user group.
Although it can be overridden for individual users, you should configure the language associated
with the Portal User
group to be the one in most common use among your Experience Analytics user community.
- Login to the Portal as an administrator.
- From the Portal menu, navigate to Portal Management.
- From the left navigation panel, select the CX User Administration category.
- Click the Groups link.
- Select the
Portal User
group. - From the Default Language drop-down, select the language to display to members of the
Portal User
group after they have logged in to the Portal. - If applicable, select a different Default Date Format.
- Click Save.
All Experience Analytics users who are members of the
Portal User
group see text inside the Portal displayed in the selected language and date format. - Repeat the previous steps to other cxImpact user groups.
- If you licensed cxView or cxReveal, repeat these steps, selecting cxView or cxReveal User Administration.
Setting the language for individual users
By default, individual users inherit the language settings from their primary group default settings.
For example, for most cxImpact users, their primary user group is
configured to be Portal User
. If you set the language for that user group, these
steps may be necessary only to manage exceptions.
Please complete the following steps if you need to override the language settings configured for an individual user's primary default group.
- Login to the Portal as an administrator.
- From the Portal menu, navigate to Portal Management.
- From the left navigation panel, select the category in which the user is located:
CX User Administration
cxView User Administration
cxReveal User Administration
- Click the Users link.
- Select the user to modify.
- For the Primary User Group setting, verify that the user has been properly assigned to
the appropriate primary user group.
Note: An improperly specified primary user group may result in the wrong language displayed to the user.
- If the Primary User Group setting is correct, select the user's language from the Language drop-down.
- Configure date format options as needed.
- If you have made changes, click Save.
When the user next logs in, the changes are applied.
Configuring the Canisters to recognize currency identifiers
As needed, you can configure the Processing Servers (Canisters) to parse numeric data as currency, using the decimal separator of your choice.
By default, the Experience Analytics Portal displays values formatted as currency in U.S. format.
For example, one hundred dollars and ninety-nine cents is represented as the following:
$100.99
- Login to the Portal as an administrator.
- From the Portal menu, navigate to TMS.
- Select View > Servers.
- Open one of the server nodes where a Canister is installed.
- Click the Canister node.
- Click Canister configuration.
- In the Config Actions panel, click View/Edit.
- Configure the following properties:
Decimal Character for Numbers
: Set to the appropriate value to signify a decimal in captured data.Parse Numerics as Currency
: When set totrue
, numeric values in the capture stream are treated as currency values. TheDecimal Character for Numbers
is applied to the data.- To save any changes, click Save.
- Push the changes to all servers.
Customizing HTML content for the login page
To customize the Portal login page, you can change the custom_content.htm file to display your company's name. This file is dynamically loaded into the section beneath the Portal login box on the login page. In the first line of the table definition below, the default HTML has a 'display: none' style applied.
<table class="bordered" border="0" cellpadding="3" cellspacing="0">
<!-- Remove 'display: none' style property before use -->
<tr class="customContentHeader">
<td align="center">
<!-- Place Custom Content Here -->
Place content here.
<!-- End Custom Content -->
</td>
</tr></table>
To enable custom HTML content, you need to remove the display : none
style.
To increase performance, the Portal caches this file in memory. To refresh the cached version of
this file, add a resetcustomcontent=1
URL parameter to the URL title bar.
Customizing menu group
You can modify the custom_menu.xml file to add to the Experience Analytics Portal your customized menu group with one level of child items.
TeaLeaf\Portal\WebApp\custom_menu.xml
The custom_menu.xml supports one CustomMenu element, which supports one Title element and the Items list element. The Items list element supports both Item and Divider elements.
The CustomMenu element enabled
attribute enables or disables the entire custom
menu group. The firstgroup=true/false
CustomMenu attribute controls whether the
custom menu group displays as the first group on the menu (far left) or the last group on the menu
(far right).
The item element supports the following child elements.
Element | Description |
---|---|
Title |
(Required) The text to display on the menu item |
URL |
The relative or absolute URL to navigate to JavaScript™ |
JavaScript |
JavaScript snippet to execute on the client |
Either URL
or JavaScript
should be provided. If both are
present, URL
value is used.
Item elements can independently be enabled or disabled from one another.
The divider element renders a horizontal divider to separate groups of items. Just like the item element, divider elements can be enabled or disabled with no impact to any other divider of item elements.
<CustomMenu enabled='true' firstgroup='false'>
<Title>Custom Menu Group</Title>
<Items>
<Item enabled='true'>
<Title>Menu Item 1</Title>
<URL>./About.aspx</URL>
</Item>
<Divider enabled='true'/>
<Item enabled='true'>
<Title>Menu Item 2</Title>
<URL>./About.aspx</URL>
</Item>
<Item enabled='true'>
<Title>Menu Item 3</Title>
<URL>./About.aspx</URL>
</Item>
</Items></CustomMenu>
To increase performance, the Portal caches this file in memory. To refresh the cached version of
this file, add a resetcustomcontent=1
URL parameter to the URL title bar while
developing. Example:
http://machine/Portal/About.aspx?resetcustommenu=1
The cache auto-expires in five minutes. If there is no need to immediately refresh the
custom_menu.xml
file, replace the existing file. Within five minutes, the Portal
automatically loads the new file.
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