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Customizing the Self-Service Portal Header Panel

You can customize the header panel in the Self-Service Portal in order to include your company name, special instructions, a navigation toolbar, buttons, links, and/or logos.

For example, you can create a .dll control that resembles the look and feel of your intranet navigation toolbar. The customized header would contain the buttons or links on the existing intranet site plus an extra link for the FileHold repository such as “Documents”. When users are in the Self-Service Portal, they can click on a link in the header to take them to their intranet site. Conversely, you can modify your intranet site so that once users click on the “Documents” link from their intranet site, they would be automatically logged in to the portal using the guest user account. To users it would appear like there is a seamless integration between the FileHold repository and their intranet site.

The header control can be one of the following:

  • A .html file. The content of this file will be inserted verbatim into the page header. You can use any HTML markup including images. This format should be used for static content.

  • An .ascx file (with a code-behind .ascx.cs file). The ASP.NET control will be inserted into the page header. This format should be used when additional server-side logic is required.

  • A compiled .dll file. The control will be loaded from the given assembly and inserted into the page header. This format should be used when additional server-side logic is required.

There are sample html, ascx (and ascx.cs), and dll files in the Custom folder in the WebClient directory.

IMPORTANT: You will need skills with Microsoft IIS and web development in order to customize the self-service portal. FileHold professional services can assist with with customizing the self-service portal. Contact support@filehold.com to get an estimate for the services necessary to meet your needs.

Installing your self-service portal customization

  1. On the Windows server, go to C:\Program Files\FileHold Systems\Application Server\WebClient and locate the web.config file and open with an xml editor or Notepad.

  2. Locate the PortalHeaderPath key under <appSettings> and enter the relative path for the header panel file. The path is relative to the WebClient directory. For example: <add key="PortalHeaderPath" value="Custom/CustomHeaderPanel.html" />

  3. Locate the PortalHeaderClass key under <appSettings> and enter the name of the class to be used in the header. This is needed only if PortalHeaderPath is a .dll file. For example: <add key="PortalHeaderClass" value="" />

  4. Save the web.config file.
    TIP: You may need to run the application you used to edit the web.config file as an Administrator in order to save the changes.

  5. You can view the header in the Self-Service Portal by entering the path in a web browser. For example:
    http://YourServerName/FH/FileHold/WebClientPortal/