SharePoint Integration via Page Viewer Web Part

PolicyTech™ supports configuring Microsoft^® SharePoint^® Portal Server to display interface controls and document access directly from PolicyTech via the  Page Viewer Web Part .  To configure PolicyTech to work with SharePoint, please review the sections below.

Available Web Parts

Below is a list of the PolicyTech Web Parts that can be integrated into SharePoint.

Main PPM Screen. The complete PolicyTech website can be included as a web part for users who need full functionality.

URL: http://{your-ppm-server}/

Widget Manager. Users can drag around the four widgets below and position or re-size them to fit the user's desired preference. The main PolicyTech interface can also be accessed via link in the upper right corner of the Widget Manager page.

URL: http://{your-ppm-server}/sharepoint/widgets/

Document List. A lighter version of the main page allows users to look up documents by category arrangements and use the search functionality.

URL: http://{your-ppm-server}/sharepoint/documentlist/

Task List. A task list can be displayed in conjunction with the document list or alone.

URL: http://{your-ppm-server}/sharepoint/tasklist/

Favorite Documents. The documents that users have added to their Favorites can be displayed alone or on the same page as other web parts.

URL: http://{your-ppm-server}/sharepoint/documentlist_favorites/

Report List. Managers can access reports directly through the widget without having to first load the main PolicyTech home screen.

URL: http://{your-ppm-server}/sharepoint/reports/

Installing the Web Parts into SharePoint 2007

1. Log in to SharePoint. (Your SharePoint user account must have permission to create new pages.)
2. Click Site Actions > Create.
3. Click Web Part Page.
4. Set the desired properties of the new page and click Create.
5. Click Add a Web Part.
6. Check the box next to Page Viewer Web Part and click Add.
7. Click Edit at the top right of the newly added web part.
8. Click Modify Shared Web Part.
9. On the right, provide the Link (The links can be found in the table of web parts above.)
10. Set the other properties such as width and height as desired.
11. Click OK.
12. Click Exit Edit Mode at the top right.
13. Make sure that the SharePoint integration prerequisites (explained in the next section) have been met before using the web parts.

Prerequisites for SharePoint Integration via Web Part

Enabling Third-Party Cookies / Creating a P3P for your Website

Note: This may not be required if PolicyTech is configured to use Active Directory authentication.

• SharePoint Page Viewer web parts make use of Iframes for displaying content. When the PolicyTech pages are displayed inside an Iframe, third-party cookies must be permitted for proper functionality.  If third-party cookies are not permitted, the user will not be able to log on to the PolicyTech system.To do this, ensure that your P3P policy is in place on your web server.
• Make sure P3P in place in your Custom HTTP Headers as seen below. (Note: We highly suggest applying P3P to the root web server and not the website itself because PolicyTech updates may override P3P settings.  If this occurs, P3P will have to be reinstalled each time PolicyTech updates are applied.)
• For more information on P3P’s please see the following: http://www.w3.org/P3P/details.html 

IIS 6 - P3P Configuration

IIS 7 - P3P Configuration

Adding PPM as a Trusted Site

If your users experience login issues when viewing PolicyTech within the web part, add the URL to PolicyTech as a trusted site in Internet Explorer.

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