1. Login to the Portal as an administrator.
2. From the Portal menu, navigate to Portal Management.
3. From the left navigation panel, select the CX Settings category.
4. Click Users.
5. Select the Login Page Language (Global) setting.
6. Scroll down. From the drop-down, select the language to display in the Portal login page.
7. Click Save.

All subsequent visitors to the login page see text displayed in the selected language.

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 Tealeaf user community.

1. Login to the Portal as an administrator.
2. From the Portal menu, navigate to Portal Management.
3. From the left navigation panel, select the CX User Administration category.
4. Click the Groups link.
5. Select the Portal User group.
6. 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.
7. If applicable, select a different Default Date Format.
8. Click Save.

   All Tealeaf users who are members of the Portal User group see text inside the Portal displayed in the selected language and date format.

9. Repeat the previous steps to other cxImpact user groups.
10. If you licensed cxView or cxReveal, repeat these steps, selecting cxView or cxReveal User Administration.

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.

1. Login to the Portal as an administrator.
2. From the Portal menu, navigate to Portal Management.
3. From the left navigation panel, select the category in which the user is located:
   • CX User Administration
   • cxView User Administration
   • cxReveal User Administration
4. Click the Users link.
5. Select the user to modify.
6. 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.
7. If the Primary User Group setting is correct, select the user's language from the Language drop-down.
8. Configure date format options as needed.
9. If you have made changes, click Save.

When the user next logs in, the changes are applied.

By default, the Tealeaf 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

1. Login to the Portal as an administrator.
2. From the Portal menu, navigate to TMS.
3. Select View > Servers.
4. Open one of the server nodes where a Canister is installed.
5. Click the Canister node.
6. Click Canister configuration.
7. In the Config Actions panel, click View/Edit.
8. Configure the following properties:
   1. Decimal Character for Numbers: Set to the appropriate value to signify a decimal in captured data.
   2. Parse Numerics as Currency: When set to true, numeric values in the capture stream are treated as currency values. The Decimal Character for Numbers is applied to the data.
   3. To save any changes, click Save.
9. Push the changes to all servers.

<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.

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.

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.