ePortal Basics

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ePortal Basics
How to Use and Access the DFAS Intranet
Melissa Johnson, Emerging Technology
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Agenda

• Vision for ePortal
• Key Components
• My Pages
• Communities
• Portlets
• Projects
• Knowledge Directory
• Simple and Advanced Searching
• Where to find HELP!
• Access to ePortal

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Vision

• ePortal is the Agencys integrated environment
  for accessing information, conducting business,
  and managing operations.
• Deliver applications using the ePortal toolset
• Automate manual business process where there is
  added value in automation
• Champion cultural change and promote the value of
  adding to and maintaining the Agency knowledge
  base
• Use the ePortal as the primary communications
  channel

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Key Components

• My Pages - Your personalized view of the portal.
  Each My Page displays portlets that you choose
  and several default portlets.
• Communities - Sites within the portal designed
  for a specific audience or task. Community
  managers determine the portlets, layout, and
  preferences within a community.
• Portlets - Provide users with customized tools,
  services and information
• Projects - Collaborative workspaces.
• Knowledge Directory - The portals document
  library.

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My Page
Navigation Tabs
Portlets are outlined in Red. Portlets are
mini-applications
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My Pages vs. Community Pages

• Users may personalize their own My Pages
• May create up to six MyPages
• Control the content that is presented on their My
  Pages
• Users may join communities each community may
  have multiple pages.
• Some communities are created as mandatory
  communities
• Community Managers control the content that is
  presented on Community Pages

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Communities

• Communities are sites within the ePortal designed
  for a specific audience or task
• Project Collaboration
• Business Lines (Accounting Community)
• Product Lines (Internal Review)
• Locations (Denver)
• Services (Self Help)
• The portlets, layout community preferences are
  determined by Community Managers.

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Navigating Communities
Mouse over the Communities Tab to view
Communities you are a member of. Choose the
Client Executive Community.
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Navigating Communities
Community Navigation Area This Community has
nine pages, including the home page. Click on
the Navy page to view one of the Community Pages.
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Navigating Communities
Client Executive Community - Navy Page
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Portlets

• Portlets provide users with customized tools,
  services and information
• Increase ePortal flexibility by allowing
  integration to applications, tools, and services
  on the ePortal.
• Also known as gadgets
• Use Windows-style controls

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Projects

• Projects facilitate teamwork, allowing team
  members to share documents, set schedules and
  exchange messages
• Changes that occur as the project moves ahead are
  immediately reflected in the information
  displayed to project users
• Users may participate in more than one project
• Only project members can see a project and access
  any of its features
• Project features available
• Announcements
• Calendar
• Task lists
• Documents
• Threaded discussions

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Projects
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Projects
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Projects
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Projects
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Projects
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Projects
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Browsing the Knowledge Directory
Click on the Documents Tab
Click on a Document Folder to browse content.
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Browsing the Knowledge Directory
Note You can move back up the folder hierarchy.
Click the title to open a piece of content
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The Knowledge Directory

• Similar to a Windows Explorer File system
• Documents are arranged in folders and subfolders
• Folders contain information housed in the Content
  Management System - Documentum
• Content managers may publish content to the
  knowledge directory
• The Document Search in the top right hand corner
  of the ePortal searches through the Knowledge
  Directory.

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Simple Searching
Typing a keyword in the Document Search Text box
will do a full text index search of all the
content in the Knowledge Directory
Clicking on the Go button will execute your
search
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Simple Searching
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Advanced Searching
By Clicking on the Advanced tab, you will be
able to execute a more fine tuned search query.
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Advanced Searching
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Advanced Searching
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Where to Find Help

• Self Help Community
• Training
• Guides
• FAQs
• Services
• Contacts
• Page help and portlet help buttons
• ePortal Mailbox
• eportal_at_dfas.mil

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Access to ePortal

• Requirements
• DoD PKI Certificate -- either a soft
  certificate or a DoD-issued CAC card
• ePortal Sponsor -- Your DFAS point of contact who
  can identify what ePortal resources you should
  access
• Actions
• Send a digitally signed email to your ePortal
  sponsor
• Your sponsor then forwards to an ePAA (ePortal
  Approving Authority). Sponsors may be ePAAs as
  well.
• DFAS Mid-Tier team creates an ePortal account and
  replies back to the ePAA / Sponsor when complete
• The ePAA / Sponsor lets you know the action is
  complete
• URL https//eportal.dfas.mil

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