Allison the administrator: Embedding document generation in dashboards
Allison the administrator can embed document generation capabilities into OpenSocial
containers such as CLM dashboards.
Before you begin
- Ensure that Document Builder is running in HTTPS mode. See Enabling HTTPS mode.
- Allison might have to set the CORS_DOMAINS property on the server where Document Builder is
installed, to allow XHR requests from the Rational® solution for CLM server.
This is not required if the CLM application and Document Builder are
co-hosted, for example
CORS_DOMAINS=https:\\clm_server:port
About this task
Procedure
- Allison finds the sample widget at
https://rpe_server:port/rpeng/widgets/singlereport.xml
and examines the XML file.

- Allison opens the CLM dashboard for her project.
- From the dashboard, click the Add Widget tab.

- Click Add OpenSocial Gadget.

- Allison enters the URL to the sample widget from step 1 and clicks Add
widget.

- Allison closes the widget catalog and saves the dashboard. The widget appears on her project dashboard.

- In the widget menu, click Settings.

- Allison enters the report link, for example https://rpe.myserver.net/rpeng/api/jobresults/58101. She sets the Shared field to false, otherwise the generated documents are visible to anyone with access to the server.
- Allison logs into Rational Publishing Engine in the widget.
- She clicks Refresh in the widget.
- She clicks Generate Document.

- The document is generated successfully and Allison clicks the link to download the
documents.
