Model: tool/Theme

Prepare a Theme File for Import

It is recommended that you use an export of an exiting theme as a baseline, and update it with a new name, images, and colours, as required.

Prerequisites:

• Download and Update a Theme

To prepare the theme file:

1. Create a folder with the same name as the theme you want to create, and unzip the exported theme to this folder.

   Note

   • Ensure you maintain the directory structure.
   • For the name of the folder, only alphanumeric characters or underscores are allowed. Do not use spaces or special characters.

2. Add any CSS overrides to the file.

   Note

   You can only modify the definitions as shown in the export of a provided CSS file (skin.css).

3. Add required image files to the folder (if any).

   For image filenames, you can use the following characters and character types:

   ALPHA / DIGIT / "-" / "." / "_" / "~"/ "#"

   Important

   If customization is done on MS Windows, check that no desktop.ini files reside in the directory tree of the theme before compressing it.

4. Create a .zip archive file with the same filename as the folder.

Import a Theme File

This procedure imports a prepared file to add a theme in the legacy Admin Portal.

Pre-requisites:

• Prepare a theme file.
• You must be a Provider admin or higher to add a theme.

To add a theme file to the Admin GUI:

1. Log into the VOSS Automate Admin GUI (legacy).

2. Choose the hierarchy level at which the theme will be created.

3. Go to (default menu) Role Management > Themes.

4. On the Themes list view, click Add to open the Themes page.

5. On the Base tab:

   1. Add the theme name, which must be the same as the theme file name.

   2. Enter the navigation bar (navbar) text, if required. This text displays on the navigation bar next to the logo.

   3. Optionally, add a description.

   4. To apply the theme to the Login page, select Use this Theme to style Login page.

      Note

      Applies to the relevant Login page, either Self-service or Admin Portal. To change the banner text for the Login page, see Set the Login Page Theme.

   5. To prevent admins at lower levels of the hierarchy viewing this theme in the list view, select Hide from Lower Hierarchies.

   6. Add a site title, if required. The site title displays in the browser tab.

   7. Browse to the location of the theme zip file. Wait for the file to display in the Import File field.

   8. Optionally, select Backup Enabled to create a backup of the current theme on the server (if an existing theme file exists).

   9. Choose the interface where this theme will apply, either Administration (default) or Self-service.

6. To customize the theme, update fields on the Theme Customization tab. See Create a Theme in the Business Admin Portal.

   Note

   All fields on this tab become mandatory once you enter any details on this tab.

7. To customize the Login page, update fields on the Login Page Details tab. See Set the Login Page Theme

   1. Add a title for the top of the Login page.
   2. Add banner text.

8. Click Save.

   Important

   Do not leave the screen until the theme processing completes and the theme list refreshes. This can take a few minutes, depending on the complexity of the theme you're uploading.

Download and Update a Theme on the Legacy Admin Portal

This procedure downloads an existing theme, edits it, and re-uploads it to the legacy Admin Portal.

Pre-requisites:

• You must be a Provider admin or higher to customize a theme.

To download and update a theme:

1. Log in to the legacy Admin Portal.

2. Choose the hierarchy level at which the theme will be applied.

3. Go to (default menu) Role Management > Themes.

4. On the Themes list view, click on the theme you wish to download.

5. Click Action > Download. The file is downloaded as a .zip archive with the name of the theme, and contains a folder with the theme name, and the following files:

   • skin.css
   • skin.less

6. Edit the files.

7. When editing is complete, ensure the directory folder name is the same as your theme name, then compress the folder and save the file with the theme name and a .zip file extension.

   Note

   • An error message displays if the file does not have a valid file extension.
   • Any files or folders inside the zip file archive that start with a '.' character are silently discarded when unzipping the theme. For example, if the zip archive contains any files named ._.DS_Store or .directory, these are ignored.

   Important

   If customization is done on MS Windows, check that no desktop.ini files reside in the directory tree of the theme before compressing it.

8. Import the updated theme:

   Note

   No file upload is required if the theme update does not require an updated CSS in a zip file but only updates the text of the theme.

   1. Go to (default menu) Role Management > Themes
   2. On the Themes list view, click on the theme you're updating.
   3. On the Base tab, click Browse at the Import File field, and open a theme with the same name.
   4. Optionally, select Backup Enabled to create a backup of the current theme on the server.
   5. Click Save to complete the import process.

Customize Login Page Theme and Text in the Legacy Admin Portal

This procedure applies a theme and updates the text of the Login page, in the legacy Admin Portal.

1. Log in to the legacy Admin Portal.

2. Choose the hierarchy where the theme was created, or where it belongs.

3. Go to (default menu) Role Management > Themes.

4. On the Themes list view, click on the theme you want to use for the Login page.

5. Update the Base tab:

   1. Select the Use this Theme to style Login page.

      Note

      When selecting this checkbox and a theme with the same Interface already has the Login page checkbox selected, this option is disabled on the existing theme as there can only be one Interface-Login page combination on the system.

      Any new themes, or updates to existing themes, may modify other themes on the system with the same Interface by disabling their Login page attributes.

      If no Interface is specified, the interface of the new Login theme defaults to Administration.

6. Update the Login Page Details tab:

   1. Add title text, which is used for the top of the Login page.

   2. Add banner text (limited to 2048 characters), which is used at the bottom of the Login page.

      Add references to the cookie policy and privacy policy in the Banner Text field. These are added as placeholders:

      • {{cookie_policy}}
      • {{privacy_policy}}

      Note

      You can add multiple lines for the banner text, including paragraphs. Banner text displays exactly as you add it to this field. Cookie and security references show as links that open in a new browser tab.

   3. Optional. In the Cookie Policy field and the Privacy Policy field, add link text captions and a URL for each policy.

      Note

      Although the cookie and privacy policy references are optional, the captions and URLs are mandatory if they're used, and the placeholder references are then also required in the Banner Text field.

      For suggested input on the use of cookies by VOSS Automate in the cookie policy text, see VOSS Automate Cookie Policy.

      Browsers with blockers installed that prevent new tabs from opening will affect the functionality of links in the login banner.

      Privacy policy links can also be added to user menus. See Privacy Policy Menu Items and Manage Privacy Policy Menu Items.

      To customize the banner text style, see "Theme Banner Customization" in the Advanced Configuration Guide.

7. Click Save.

Apply a Login Page Theme When Logging In

The Login page theme can also be applied to the login page during the log in process. To to this, add URL parameter theme=<theme-name> to the login request URL. This applies and overrides any theme that is set as the Login theme.

For example, when two themes are available in the system, XYZ and ABC, and XYZ login page is set as default:

• Admin Portal (legacy):

  https://instance/login/ - Login page will show use XYZ theme

  https://instance/login/?theme=ABC - Login page will show use ABC theme

• Admin Portal (introduced at v21.2):

  https://instance/portal/#/admin - Login page will show use XYZ theme

  https://instance/portal/#/login?targetAppMode=admin&theme=ABC - Login page will show use ABC theme

• Business Admin Portal:

  https://instance/portal/#/business-admin - Login page will show use XYZ theme

  https://instance/portal/#/login?targetAppMode=business-admin&theme=ABC - Login page will show use ABC theme