About Portal Content
The portal is designed to enable users to discover all
of the enterprise content related to their employee role by browsing
or searching portal areas.
Portal users should be able to assemble a My Page that provides
access to all of the information they need. For example, to write
user documentation, technical writers need to be able to assemble
a My Page that includes portlet- or community-based access to documentation
standards and conventions, solution white papers, product data sheets,
product demonstrations, design specifications, release milestones,
test plans, and bug reports, as well as mail-thread discussions that
are relevant to customer support and satisfaction. To perform their
role, technical writers do not need access to the personnel records
that an HR employee or line-manager might require, or to the company
financial data that the controller or executive staff might need,
for example. A properly designed enterprise portal, then, would reference
all of these enterprise documents so that any employee performing
any function can access all of the information they need; but a properly
designed enterprise portal would also ensure that only the employee
performing the role can discover the information.
To enable such managed access to enterprise content:
- Enable discovery of content through browsing or searching the
portal.
- Configure Access Control Lists (ACLs) to manage access to these
documents.
Complete the following tasks to enable managed discovery of enterprise
content through the portal:
- For all file types you plan to support in your portal, configure
document properties to store document metadata and to enable document
filters used by the Knowledge Directory, content crawlers, the Smart
Sort utility, and the Search Service.
- Configure access to content sources that can be selected by users
or content crawlers to add document records to the Knowledge Directory
and search index.
- Allow users at least Edit access to the folders in the Knowledge
Directory to which you want them to be able to upload document records.
- Configure portlets that users can add to their My Pages.
- Create communities that users can add to their My Communities
list.
- Configure content crawlers and crawl jobs to create links to back-end
content sources, such as internet locations, file system locations,
Documentum Content Servers, Exchange Servers, Lotus Notes Servers,
or other IMAP-compliant servers.
- Run a Search Update job to index these documents so that they
can be discovered with the search.
- Permissions Required for Accessing, Crawling, and Submitting DocumentsThere are several kinds of permissions a user needs to view, submit, or crawl documents.
- Using Simple Submission to Submit or Upload Documents to the Portal Knowledge DirectoryWith the proper permissions, you can submit documents to the Knowledge Directory. Depending on your portal configuration, you might also be able to upload a file to the Knowledge Directory. When you upload a file, it is copied from the remote repository into the portal's document repository and a pointer is created to that copied file.
- Using Advanced Submission to Submit or Upload Documents to the Portal Knowledge DirectoryWith the proper permissions, you can use advanced submission to submit documents to the Knowledge Directory. Advanced submission enables you to select a content type other than the default content type associated with the content source, submit a document to more than one Knowledge Directory folder, or submit a document in a language different from your default locale. Depending on your portal configuration, you might also be able to upload a file to the Knowledge Directory. When you upload a file, it is copied from the remote repository into the portal's document repository and a pointer is created to that copied file.
- Using Advanced Submission to Submit Web Documents to the Portal Knowledge DirectoryWith the proper permissions, you can use advanced submission to submit documents to the Knowledge Directory. Advanced submission enables you to select a content type other than the default content type associated with the content source, submit a document to more than one Knowledge Directory folder, or submit a document in a language different from your default locale.
