Portal Tabs

The tabs in Cognos Connection are used to quickly access the pages that are important to you.

The tabs represent:

• Public Folders

• My Folders

• Pages

An administrator specifies the default tab setup for users. To personalize Cognos Connection, you can add and remove tabs, or reorder them . Other users are not affected by your changes.

When you delete a page, the tab associated with this page is automatically removed. Your tabs may also be affected by changes to the associated pages made by other users who have access to the pages. For example, when a page is deleted during the current session, its tab is no longer functional, and an error message may appear when you click the tab. To see the most current tab settings, click the Cognos Connection refresh button .

Note: If many tabs exist, scrolling is added automatically.

Add a Tab

You can add a tab in Cognos Connection for a new page or for an existing page so that you can access the page quickly.

If the Public Folders or My Folders tabs are not available in your tab bar, you can add them, too. Only one tab can exist for each folder or page.

There are various methods to add a tab. Choose the method that is applicable to your current view.

Steps Using My Preferences

1. Click the may area button , My Preferences, and then click the Portal Tabs tab.

   A list of your current tabs appears.

2. Click Add.

3. In the list of available pages, select the page you want.

   You can select multiple pages.

4. Click the right arrow button  to move the page to the Selected entries box.

5. Click OK.

   The tab for the page appears in the portal.

6. Click OK to close My Preferences.

Steps Using the Tab Menu

1. From the tab menu  on the left side of the tab bar, click Add tabs.

2. In the list of available pages, select the page you want.

   You can select multiple pages.

3. Click the right arrow button to move the page to the Selected entries box.

4. Click OK.

   The tab for the page appears in the portal.

Steps Using the Add Button

1. In the list of available pages, locate the page you want.

2. In the Actions column, click its associated add button .

   The tab appears in the portal.

Delete a Tab

You can delete a tab when it is not needed.

When you delete a page that has a tab, the tab is automatically removed. When you remove a tab for a page, the page is not deleted.

You can delete the Public Folders and My Folders tabs, and add them back later, if needed . Deleting the tabs does not delete Public Folders and My Folders from Content Manager.

Steps Using My Preferences

1. Click the may area button , My Preferences, and then click the Portal Tabs tab.

   A list of your current tabs appears.

2. Select the check box next to the tab you want to remove, and click Remove this tab.

   You can select multiple tabs.

3. Click OK.

   The tab is deleted from the tab bar.

Steps Using the Tab Menu

1. On the tab bar, click the tab you want to remove.

2. From the tab menu , on the left side of the tab bar, click Remove this portal tab.

3. In the message box, ensure you are deleting the proper tab, and click OK.

   The tab is deleted from the tab bar.

Reorder the Tabs

You can change the order of tabs so that they are organized in a way that is meaningful to you.

Steps Using My Preferences

1. Click the may area button , My Preferences, and then click the Portal Tabs tab.

   A list of your current tabs appears.

2. Click Modify the sequence.

3. In the Tabs box, move the tabs up or down as required.

4. Click OK.

   The tabs appear in the new order.

5. Click OK to close My Preferences.

Steps Using the Tab Menu

1. From the tab menu  on the left side of the tab bar, click Modify the sequence of tabs.

   A list of your current tabs appears.

2. Move the tabs up or down using the appropriate buttons.

3. Click OK.

   The tabs appear in the new order.