Wyn Enterprise User Guide

Wyn Enterprise: Resource Portal

The Resource Portal displays all resources on the server. The Data section contains data sources, datasets, and data models. Dashboards, reports and web pages are displayed under the Documents section. Templates, images, and themes are grouped and displayed under the Other Resources section.


Here is a video walkthrough of the Wyn Resource Portal.


Working with Resources

You can perform the following actions on resources using the Resource Portal. The corresponding buttons are located near each document in the list or in the right corner on top of the view.

Resource Portal

Data source

Action Description
Preview Opens the data source in Preview.
New Window Opens the data source in a new window.
Reconfigure Opens the Reconfigure Data Source dialog window where you can modify the data source's properties.
Append Data Append the existing data source with the one as specified in the schema.
Copy URL Creates the document url which can be copied.
Categories Adds the data source to the specified category (or categories) on the portal.
Rename Allows you to rename the selected data source.
Delete Deletes the data source and removes it from the list.
Download Downloads the data source.

Dataset

Action Description
Preview Opens the dataset in Preview.
New Window Opens the dataset in a new window.
Edit Opens the dataset editor where you can modify the dataset's properties.
Copy URL Creates the document url which can be copied.
Categories Adds the dataset to the specified category (or categories) on the portal.
Refresh cache Refreshes the dataset cache.
Rename Allows you to rename the selected dataset.
Delete Deletes the dataset and removes it from the list.
Download Downloads the dataset.

Data Model

Action Description
Edit Opens the data model editor where you can modify the data model's properties.
Duplicate Creates a copy of the data model.
Categories Adds the data model to the specified category (or categories) on the portal.
Rename Allows you to rename the selected data model.
Delete Deletes the data model and removes it from the list.
Download Downloads the data model.

Dashboard

Action Description
Preview Runs the dashboard and displays it in Preview.
New Window Opens the dashboard in a new window.
Edit Dashboard Displays the selected dashboard in the Designer.
Duplicate Duplicates the selected dashboard.
Copy URL Creates the document url which can be copied.
Categories Adds the dashboard to the specified category (or categories) on the portal.
Rename Allows you to rename the selected dashboard.
Delete Deletes the dashboard and removes it from the list.
Download Downloads the dashboard.

Report

Action Description
Preview Runs the report and displays it in Preview.
New Window Opens the report in a new window.
Export Export the report to one of the following formats - PDF, Xlsx, HTML, CSV, JSON, Image, or Docx.
Edit Displays the selected report in the Designer.
As Template Copies the report as template.
Duplicate Duplicates the selected report.
Copy URL Creates the document url which can be copied.
Categories Adds the report to the specified category (or categories) on the portal.
Rename Allows you to rename the selected report.
Delete Deletes the report and removes it from the list.
Download Downloads the report.

Web Page

Action Description
Preview Runs the web page and displays it in Preview.
New Window Opens the web page in a new window.
Edit Displays the selected web page in the Designer.
Copy URL Creates the document url which can be copied.
Categories Adds the web page to the specified category (or categories) on the portal.
Rename Allows you to rename the selected web page.
Delete Deletes the web page and removes it from the list.
Download Downloads the web page.

Note: To create a web page in the Resource Portal, the admin must set the Enable webpage documents option in the UI Settings of the Admin Portal to 'True'. By default, this option is set to 'False'.

Font

Action Description
Categories Adds the font to the specified category (or categories) on the portal.
Rename Allows you to rename the selected font.
Delete Deletes the font and removes it from the list.
Download Downloads the font.

Template

Action Description
Preview Opens the template in Preview.
New Window Opens the template in a new window.
User for new report Opens the template in the Designer where you can use it for another report.
Edit Template Opens the template in the Designer where you can modify the template's properties.
Copy URL Creates the document url which can be copied.
Categories Adds the template to the specified category (or categories) on the portal.
Rename Allows you to rename the selected template.
Delete Deletes the template and removes it from the list.
Download Downloads the template.

Master Report

Action Description
Categories Adds the master report to the specified category (or categories) on the portal.
Rename Allows you to rename the selected master report.
Delete Deletes the master report and removes it from the list.
Download Downloads the master report.

Image

Action Description
Preview Opens the image in Preview.
New Window Opens the image in a new window.
Copy URL Creates the document url which can be copied.
Categories Adds the image to the specified category (or categories) on the portal.
Rename Allows you to rename the selected image.
Delete Deletes the image and removes it from the list.
Download Downloads the image.

Theme

Action Description
Preview Opens the theme in Preview.
New Window Opens the theme in a new window.
Copy URL Creates the document url which can be copied.
Categories Adds the theme to the specified category (or categories) on the portal.
Edit Opens the theme in the Theme Designer where you can modify its properties.
Rename Allows you to rename the selected theme.
Delete Deletes the theme and removes it from the list.
Download Downloads the theme.

Floor Plan

Action Description
Preview Opens the floor plan in Preview.
New Window Opens the floor plan in a new window.
Edit Opens the theme in the Floor Plan Designer where you can modify its properties.
Copy URL Creates the document url which can be copied.
Categories Adds the floor plan to the specified category (or categories) on the portal.
Rename Allows you to rename the selected floor plan.
Delete Deletes the floor plan and removes it from the list.
Download Downloads the floor plan.

Creating Resources

In the Resources Portal, you can also create a new data source, dataset, data model, theme, floor plan, master report, template, web page, report, or dashboard by using the corresponding commands.

Create resources in Resource Portal