Web Portal

Modified on Fri, 4 Oct at 6:18 PM

What is the Web Portal?

The Web Portal is available in ManagementStudio 2025.14.x.y and later. It provides a highly versatile webpage builder hosted within ManagementStudio. Typical use-cases:

  • End-user portal to review project information, surveys and self scheduling
  • Project Team portal with dashboards and reports

Components of the Portal

Wrapper

Wrapper help


Wrappers define a global look and feel of the web pages hosted in the Portal. Wrappers provide a banner area and navigation bar with dropdown menus, and various other options such as whether the page is can be accessed anonymously or requires authentication.


The following components all require that a Wrapper is assigned to them:

  • Portal Pages
  • Portal Forms (previously known as Surveys)
  • Test Sign-Offs
  • Web Datamining Reports
  • Web Dashboards 

Portal Pages

The Portal Pages are the primary containers for building web pages containing multiple UI elements. The portal can be made up of one or many Portal Pages. The navigation bar can be used to provide links to different Portal Pages.

Portal Pages - Page Setup help


Portal Pages can contain various UI elements:

  • Text
  • Buttons
  • Images
  • Action Cards - These are panels containing a title, text, an optional image and a button
  • Alert or Call Out
  • Datamining Reports
  • Individual pie charts/bar charts

Portal Pages - Building Pages


Other Pages

Portal Pages can contain links (either in the Navigation Bar or as Buttons) to:

  • Web-based Dashboards Help
  • Portal Forms (Surveys) Help
  • Test Sign-Offs (UATs)

Example Portal Page showing various UI Elements:




























Welcome to the documentation for the Web Portal Development Module of ManagementStudio. This software module is designed to empower users with the ability to create dynamic and interactive web portals that serve as a gateway to ManagementStudio. The module also supports the creation of project landing pages, surveys, tests, reporting, and dashboarding.

 

Portal wrappers

 

Portal Pages, Surveys, Tests, Reports and Dashboards must have a Wrapper assigned to them. This allows the Administrators to deliver multiple portal pages with the same theme.
Wrappers are comprised of the following elements:-

  • Header banner – Graphics or Text
  • Navigation Bar – giving portal users predefined navigation options
  • Authentication. There are three Authentication methods
  • CSS Block – Add custom CSS to the portal wrapper.
  • JavaScript – Add custom JavaScript to the portal wrapper.
  • HTML Header Block – add a constant web page Header.
  • Footer Block – add a constant web page Footer.


Each component is explained below.


Header Banner

 

Blah

 

Navigation Bar

 

Blah

 

Authentication

 

The system supports multiple end-user authentication method allowing administrators to configure authenticated views of data. For example, an end-user might connect to a portal landing page, login with an Azure\Entra and be presented with their current list of applications, devices, upgrade date and migration location. With the correct configuration the end-user might choose to change the Upgrade Date or Location. By using Authentication project teams can be sure the user is presented the correct data.




Portal Wrappers

 Portal Authentication


Portal Pages

 Portal Page Example: User Self-Service Portal


Portal Surveys


Portal Datamining Reports


Portal Dashboards