5. Configuring the Portal

Some aspects of the Polarion portal are customizable. This section explains what modifications can be done, provides basic information about each type of configuration, and directs you to the appropriate configuration file or graphical tool (if available).

5.1. Configuring the Overview

You can configure the content and general layout of the Overview - the portlets that appear, the size of elements, etc. The configuration is available globally for the repository, and for each project. The configuration is performed via an XML configuration file. You can edit the XML for these configurations online in the portal, or download the configuration files to your local file system, modify them, and upload the modified files back to the server via the same Polarion ALM portal page where it was downloaded.

The Overview can be configured in the repository scope, and for each project.

5.1.1. Overview (repository scope)

This configuration affects the presentation of the Overview topic, available to end users in the Projects perspective when they select Repository in the Projects portlet, and Overview in the Topics portlet.

The configuration file is named overview.psml and is found on the repository path Polarion Root/repo/.polarion/portal/pages/overview.psml.

To access the configuration file:

  1. Go to the Administration perspective (you must have administrator rights for the repository).

  2. In the Projects portlet, select Repository.

  3. In the Topics portlet, expand the Portal topic node and select Overview.

A link to the configuration file now appears in the Work Zone. Use this to download a backup copy of the original file before making any modifications. Then you can edit the configuration's XML in the text editor provided on the page.

5.1.2. Overview (project scope)

This configuration affects the presentation of the Overview topic, available to end users in the Projects perspective when they select any project in the Projects portlet, and Overview in the Topics portlet.

The configuration file is named overview.psml and is found on the repository path Polarion Root/repo/.polarion/portal/default_project_pages/overview.psml.

To access the configuration file:

  1. Go to the Administration perspective (you must have administrator rights for the repository).

  2. In the Projects portlet, select Repository.

  3. In the Topics portlet, expand the Portal topic node and select Project Overview.

A link to the configuration file now appears in the Work Zone. Use this to download a backup copy of the original file before making any modifications. Then you can edit the configuration's XML in the text editor provided on the page.

5.2. Configuring the Dashboard

You can configure the content and general layout of the Dashboard topic - the portlets that appear, the size of elements, etc. The configuration is available globally for the repository, and for all projects. The configuration is performed in different XML configuration files, specified in following sections, accessible in the Administration perspective, under the Portal topic. You can download these files to your local system, modify them, and upload the modified files back to the server, via the Polarion ALM portal, or edit them directly online.

5.2.1. Repository Dashboard

This configuration affects the presentation of the Dashboard topic, available to end users in the Projects perspective when they select Repository in the Projects portlet, and Dashboard in the Topics portlet.

The configuration file is named dashboard.psml and is found on the repository path Polarion Root/repo/.polarion/portal/pages/dashboard.psml.

To access the configuration file:

  1. Go to the Administration perspective (you must have administrator rights for the repository).

  2. In the Projects portlet, select Repository.

  3. In the Topics portlet, expand the Portal topic node and select Dashboard.

A link to the configuration file now appears in the Work Zone. Use this to download a backup copy of the original file before making any modifications. Then you can edit the configuration's XML in the text editor provided on the page.

5.2.2. Project Dashboard

This configuration affects the presentation of the Dashboard topic, available to end users in the Projects perspective when they select any project in the Projects portlet, and Dashboard in the Topics portlet.

The configuration file is named dashboard.psml and is found on the repository path Polarion Root/repo/.polarion/portal/default_project_pages/dashboard.psml.

To access the configuration file:

  1. Go to the Administration perspective (you must have administrator rights for the repository).

  2. In the Projects portlet, select Repository.

  3. In the Topics portlet, expand the Portal topic node and select Project Dashboard.

A link to the configuration file now appears in the Work Zone. Use this to download a backup copy of the original file before making any modifications. Then you can edit the configuration's XML in the text editor provided on the page.