Personalizing page or block settings for a Drupal portlet

Settings for a MicroStrategy page or block must be personalized to set the user login and password. In addition, users can personalize the MicroStrategy BI content that should be displayed and certain display properties, such as height, width, and scrolling.

 

 

    1. Open the Drupal home page and log in as a user with appropriate privileges.
       

    2. Open the MicroStrategy page whose settings you want to personalize. Before you personalize the settings by adding your MicroStrategy credentials, the page does not render.
       

    3. Click Preferences. You can personalize the following settings for the page:
       

In addition, if the administrator accepted the default setting (that is, left the setting checked for "yes") for Let User Select Locales, users can also change locale information, such as the language and number/date format.

 

    1. Personalize the default settings by changing them as desired, using the information provided below as a guide in making your changes. The credential information settings (including logon, password and locales) are at a per-user level and shared by all MicroStrategy and MicroStrategy Master page instances with the same MicroStrategy single sign-on namespace. The other settings are at a per-user, per-page-instance level.
       

    2. When you have finished personalizing the settings, click Submit at the bottom of the page to save your changes.
       

Note: After a user personalizes his or her preferences for a MicroStrategy page, any changes made to the default preferences will not take effect in the personalized page.

 

 

    1. Open the Drupal home page and log in as a user with appropriate privileges.
       

    2. Open the Drupal page that has the MicroStrategy block whose settings you want to personalize. Before you personalize the settings by adding your MicroStrategy credentials, the block does not render.
       

    3. Hover under the label for the block and click [Preferences]. You can personalize the following settings for the block:

 

In addition, if the administrator accepted the default setting (that is, left the setting checked for "yes") for Let User Select Locales, users can also change locale information, such as the language and number/date format.
 

    1. Personalize the default settings by changing them as desired, using the information provided below as a guide in making your changes. The credential information settings (including logon, password and locales) are at a per-user level and shared by all MicroStrategy and MicroStrategy Master block instances with the same MicroStrategy single sign-on namespace. The other settings are at a per-user, per-block-instance level.
       

    2. When you have finished personalizing the settings, click Submit at the bottom of the page to save your changes.
       

Note: After a user personalizes his or her preferences for a block, any changes made to the default preferences will not take effect in the personalized block.

 

 

The sections below describe the default preferences that can be personalized for MicroStrategy pages and blocks in a Drupal environment. You can use the information provided as a guide to personalizing user settings.  
 

Enter credential information to connect to MicroStrategy
If standard, LDAP, or database authentication has been set for the MicroStrategy page or block, the first time a user opens a MicroStrategy page or a Drupal page with a MicroStrategy block, he or she must enter the credentials that will be used by the page or block to access MicroStrategy Web data. In general, these will be the credentials used to log in to MicroStrategy Web. However, in some cases, the credentials specified here will be programmatically mapped (in a credential mapper class) to another set of credentials, which will then be used to log in to MicroStrategy Web. When a Drupal page contains multiple MicroStrategy blocks, each block can have its own settings. However, by default the blocks share user login credentials.

 

 

Note:  If the administrator did not select the check box for Let User Select Locales in the default preferences, the settings listed below will not be visible. If the administrator did check this check box, the default locale takes effect but can be overridden in the settings below.

 

 

 

Select MicroStrategy business intelligence content to display
The first time a user logs into the Drupal site, the default settings are used. After the user changes a setting and saves the changes, the new settings apply each time the user opens the page or block instance. The check boxes below each setting indicate whether it is applicable to a Microstrategy page, basic block, master block, or a combination of these.

Select one of the radio buttons to specify the default BI content to be displayed on login.
 

Choose display properties

 

checkedBox.gif MicroStrategy page      checkedBox.gif MicroStrategy master block      checkedBox.gif MicroStrategy basic block
 

 

Drupal controls the width of the page or the individual blocks on a Drupal page based on the other content on the page. MicroStrategy controls the width of the actual content displayed within the MicroStrategy page or block. You can set the width of the MicroStrategy content to be either a fixed value or a percentage. If you set the width to a fixed value and the size of the page or block expands so that its dimensions are larger than the dimensions of the MicroStrategy content, the page or block will include white space. If you want to eliminate this white space, set the width of the MicroStrategy block to 100% so that its content can expand to fill the white space.
 

Set master block properties

 

uncheckedBox.gif MicroStrategy page      checkedBox.gif MicroStrategy Master block      uncheckedBox.gif MicroStrategy basic block

 

 

When  you have finished setting personalization options, click Submit. The default content you selected above is now displayed in the page or block. You can change these settings at any time—for example, you might want to change the way a report looks, by changing the width or height.