Linha Microsiga Protheus - Inglês

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  • Customer Portal

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01. OVERVIEW


Set of features for the client to manage financial activities in an agile way with a modern interface.

Informações
titleAttention

This set of features is available only in the release 12.1.33



02.  CONFIGURATION

REST ADVPL

  • Add sections to the appserver.ini according to this example.

...

Further information on this configuration, access the page Application Server - REST ADVPL.

Bloco de código
languagejava
themeMidnight
titleAppServer.ini
[HTTPV11

...

] 
Enable=1 
Sockets=HTTPREST

...

...

[HTTPREST

...

] 
Port=8084
URIs=URIHTML
SECURITY=1

...

...

[URIHTML

...

]
URL=/html-protheus/rest
PrepareIn=All
Instances=2,2
CORSEnable=1
AllowOrigin=*

...

...

[ONSTART

...

]
jobs=HTTPJOB
RefreshRate=30

...

...

[HTTPJOB

...

]
MAIN=HTTP_START
ENVIRONMENT=environment

...

HTTP Section
  • Add sections to the appserver.ini according to this example.
  • Extract project built in the directory set in the HTTP section.
  • Edit the appConfig.json file, serverBackend edited according to IP and REST - ADVPL Port set, according to the example below.
...

Further information on this configuration, access the page Application Server - Seção HTTP.

 Bloco de código
languagejava
themeMidnight
titleAppServer.ini
[HTTP
...
]
enable=1
port=8080
path=D:\TOTVS\Protheus_Data\web\portal-cliente
defaultpage=index.html

...


 Bloco de código
languageyml
themeMidnight
titleappConfig.json
...
{
  "name": "Portal do Cliente",
  "version": "12.1.27-0.1.0",
  "serverBackend": "http://localhost:8084/",
  "restEntryPoint": "",
  "versionAPI": "",
  "productLine": "Protheus"

...
}

...
Mingle
Mingle is the platform available as service to support TOTVS applications. It resolves three main customers' needs, Authentication, API Gateway and Metrics. It does this without the products having to expose their APIs directly, allowing applications to consume them in a controllable way. For further information access the TDN page.

For the Customer Portal access, request a single ALIAS according to these steps:

Access link Mingle, click "Request Alias", and fill it out according to the image below:
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Where:
  • E-mail: e-mail address linked to the Mingle registration.
  • Select App: select "Customer Portal".
  • Select backend: enter the backend public address, according to the configurations previously set.
  • Server Name: identification of the server in the Mingle.
  • Register/Edit companies and branches: enter company and base branch code for the backend (see example below).
  • Register authentication accreditation: enter Protheus password and login the authentication base user in the Mingle (see example below).

Empresas e FiliaisImage AddedCredenciais de AutenticaçãoImage Added


Wait the return via e-mail with the ALIAS created and other information.
These parameters must be updated with data received by the Mingle team:
  • MV_MINGTOK: Access Token for requests to Mingle.
  • MV_MINGIUS: User Login used in the Authentication Accreditation.
03. REGISTRATIONS
WEB SERVICES
...
 Totvs custom tabs box
tabsConceito,Imagens
idswebservices_conceito,webservices_imagens
 Totvs custom tabs box items
defaultyes
referenciawebservices_concept
Registration in charge of the Portal WebServices maintenance, routine FATA230, available in these modules
  • SIGAFAT (5)
  • SIGATCF (18)
  • SIGARSP (20)
  • SIGATEC (28)
  • SIGAPLS (33)
  • SIGATMS (43)
  • SIGAPMS (44)
  • SIGAGAC (59)
  • SIGAVDF (86)
Access the Portal User routine (FATA220), the Web Service is added to all branches of the Companies Group with the Web Service code "PORTALCLIENTE".
PORTAL USERS
 Totvs custom tabs box items
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referenciawebservices_images
Image Added


...
PORTAL USERS
USUÁRIOS DO PORTAL
 Totvs custom tabs box
tabsConceito,Imagens
idsusuarios_conceito,usuarios_imagens
...

Registration in charge of the Portal Users maintenance, routine FATA220, available in these modules:
  • SIGAFAT (5)
  • SIGATCF (18)
  • SIGATEC (28)
  • SIGAPLS (33)
  • SIGATMS (43)
  • SIGAPMS (44)
  • SIGAGAC (59)
  • SIGAVDF (86)

The system displays the addition window, split in header and items.
In the upper part header, user identification data are displayed. Note the following fields:

User
Enter the text identifying the user in the Portal.

Password
Enter user password. Even if this user has group privilege, the creation of a group password is required, as it is the password the group admin will use for maintenance.

Name
Enter the user name created.

Privilege
Enter the user type as follows:
User - regular user who can access the portal with the rights set on this screen;
Administrator - user with administration rights, being able to create/edit/delete new users in the portal;
Group - User that behaves like a group; will facilitate the assignment of rights to the users who will be part of the group.

Internal User
In case this user is a company's employee, such as a sales rep, technician etc., link this employee to an internal user.

Users Group
To link this user to a group, click Research to select user, and then click Load Rights so all group's rights are inherited.
You must confirm to overwrite the user's rights for the group's rights.

In the items area, define which customers this user will have access to, as the data that will be viewed in the Customer Portal are from previously selected customers. 
Login and Password must be repeated in all branches to which the user has access, because the User's registration of the Portal is exclusive among branches.
When adding, editing or deleting a Portal User using the tab "Rights", the "PORTALCLIENTE" related to the Mingle will be integrated to the user platform according to the operation executed.
 Totvs custom tabs box items
defaultno
referenciausuarios_imagens
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...
04. FEATURES
Login
 Totvs custom tabs box
tabsConceito,Imagens
idslogin_conceito,login_imagens
 Totvs custom tabs box items
defaultyes
referencialogin_conceito
Página Inicial de Login, com os seguintes campos de preenchimento:
Usuário: Login do Usuário conforme criado no Cadastro de Usuários de Portal (FATA220).
Senha: Senha do Usuário conforme criada no Cadastro de Usuários de Portal (FATA220).
Identificador da Empresa: ALIAS conforme cadastrado no Mingle.
 Totvs custom tabs box items
defaultno
referencialogin_imagens
Image Added
...
Home
 Totvs custom tabs box
tabsConceito,Imagens
idshome_conceito,home_imagens
 Totvs custom tabs box items
defaultyes
referenciahome_conceito
Painel com informações financeiras para visualização rápida.
Títulos em aberto: gráfico com percentual e valores dos títulos a receber em aberto.
Títulos em atraso: gráfico com percentual e valores dos títulos a receber em atraso.
Valores dos títulos: gráfico que contém os valores totais por mês dos títulos a receber.
 Totvs custom tabs box items
defaultno
referenciahome_imagens
Image Added
...
Notas fiscais
 Totvs custom tabs box
tabsConceito,Imagens,Filtro
idsnotas_conceito,notas_imagens,filtro_notas
 Totvs custom tabs box items
defaultyes
referencianotas_conceito
Lista de Notas Fiscais de Saída.
Busca avançada com os principais campos.
 Totvs custom tabs box items
defaultno
referencianotas_imagens
Image Added
 Totvs custom tabs box items
defaultno
referenciafiltro_notas
Image Added
...
Títulos
 Totvs custom tabs box
tabsConceito,Imagens,Filtro
idstitulos_conceito,titulos_imagens,filtro_titulos
 Totvs custom tabs box items
defaultyes
referenciatitulos_conceito
Lista de Títulos a Receber.
Busca avançada com os principais campos.
 Totvs custom tabs box items
defaultno
referenciatitulos_imagens
Image Added
 Totvs custom tabs box items
defaultno
referenciafiltro_titulos
Image Added




...
04. FEATURES
Login
Login homepage with these completion fields:
User: User login as created in the Portal Users Registration (FATA220).
Password: User password as created in the Portal User Registration (FATAL220).
Company Identification: ALIAS according to what is registered in the Mingle.
...
Home
Panel with financial information for quick view.
Outstanding bills: chart with percentage and values of the outstanding bills receivable.
Bills in arrears: chart with percentage and values of the bills receivable in arrears.
Values of the bills: chart with the total values per month of the bills receivable.
...
Invoices
List of Outgoing Invoices.
Advance search with the main fields. 

...
Bills
List of Bills Receivable.
Advance search with the main fields.
Data Selection
New feature to select branch and customer for the customer portal session. This resource affects data displayed in the portal, respecting the branches and customers selected.
After logging into the system, click on the user profile button, located at the top right of any screen, and select the "Data Selection" option.
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User is redirected to the step by step of "Data Selection" to see theses steps: Branches, Customers and Confirmation.
Branches
In this step, the user can select one or more branches used in the portal.
Enter at least one branch.
After selecting the branches, click button Next to proceed with the next step.
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Customers
In this case, select the customers of the branches. You can select one or more customers.
Enter at least one customer.
After selecting the customer, click button Next to proceed to the next step.
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Confirmation
Last step of the process, in which the user view all the values selected in the previous steps, customers and branches. The records displayed are summarized by the customers selected with the customer's branches. To display branches, click customer record. 
To finalize the process, click the Confirm button.
When confirming, the user will be redirected to the previous screen of the "Data Selection" request, that is, the screen the user was before clicking "Data Selection".
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 HTML
<!-- esconder o menu --> 


<style>
div.theme-default .ia-splitter #main {
    margin-left: 0px;
}
.ia-fixed-sidebar, .ia-splitter-left {
    display: none;
}
#main {
    padding-left: 10px;
    padding-right: 10px;
    overflow-x: hidden;
}

.aui-header-primary .aui-nav,  .aui-page-panel {
    margin-left: 0px !important;
}
.aui-header-primary .aui-nav {
    margin-left: 0px !important;
}
</style>