Configuring Enterprise Portal

This chapter discusses how to:

See Also

Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, "Administering Portals"

Click to jump to parent topicSetting the Default Style Sheet

This section discusses how to set the default style sheet in the PeopleTools Options component (PSOPTIONS).

Click to jump to top of pageClick to jump to parent topicPage Used to Set Default Style Sheet

Page Name

Definition Name

Navigation

Usage

PeopleTools Options

PSOPTIONS

PeopleTools, Utilities, Administration, PeopleTools Options

Set the default style sheet.

Click to jump to top of pageClick to jump to parent topicSetting the Default Style Sheet Definition

Access the PeopleTools Options page (PeopleTools, Utilities, Administration, PeopleTools Options).

The PeopleSoft system delivers various style sheets for use with PeopleTools and PeopleSoft Enterprise Portal. Style sheets control the various display elements of target pages and pagelets, and the overall branding of the portal. The Style Sheet Name field on the PeopleTools Options page stores a default style sheet name.

You can create your own style sheets and use one of them in place of the delivered style sheet by selecting it in the Style Sheet Name field on the PeopleTools Options page.

Note. You can also create your own alternate style sheet and have browser specific adjustments. Create an additional style sheet, including the adjusted styles, and define it with the exact same name with _ALT appended to it. For example, PeopleSoft Enterprise Portal sets the style sheet name in PSOPTIONS to EPPSTYLEDEF; therefore, EPPSTYLEDEF_ALT is automatically applied to alternate browsers.

Click to jump to parent topicDefining Installation Options

This section discusses how to define Enterprise Portal installation options in the Installation Options component (EO_PE_OPTIONS).

See Also

PeopleSoft-Delivered Security Data

Click to jump to top of pageClick to jump to parent topicPage Used to Define Installation Options

Page Name

Definition Name

Navigation

Usage

Installation Options

EO_PE_OPTIONS1

Portal Administration, System Data, Installation Options

Define Enterprise Portal installation options.

Portal and Security Defaults

EO_PE_OPTIONS2

Portal Administration, System Data, Installation Options, Portal and Security Defaults

Select the portal and security defaults used when creating portal registry structures.

Last ID Values

EO_PE_OPTIONS3

Portal Administration, System Data, Installation Options, Last ID Values

Displays the last ID created for a given feature. This data is used in generating the next available ID.

Click to jump to top of pageClick to jump to parent topicDefining Installation Options

Access the Installation Options page (Portal Administration, System Data, Installation Options).

Portal installation option values are entered at the time of portal implementation.

Search Results Weighting

Include Content Rating Results

Select to apply survey results to search rankings. Placement on search results will be upgraded for highly rated content.

Search Alert

Enable Saved Search Alerts

Controls wether the Saved Searches page shows or hides the option to set alert notifications for the given saved search.

Note. Record-based saved search indexes do not support alert notifications, so you may want to deselect this option just for the record-based search indexes.

Branding

Enable Branding Themes

Select to enable the branding that appears to dynamically change according to the role of the user.

Selecting this option also enables the My Links functionality and the display of the Add to My Links link on the portal header.

Enable Adding Image Objects

Select to enable the branding administrator to upload images from the branding administrative pages. This option is available to users who have access to the branding pages where the image upload option is available.

See Specifying Header and Footer Images.

Enable Adding HTML Objects

Select to enable the branding administrator to add HTML objects from the branding administrative pages.

See Enabling HTML Area Elements in Headers and Footers.

See PeopleSoft Enterprise Portal Branding Overview, Using My Links.

Resource Finder

Enable Resource Finder

Select to use the Resource Finder feature.

Use Resource Finder for Profile Pages

Select to use Resource Finder participant profiles as the source for participant information for Collaborative Workspaces and Content Management.

In Collaborative Workspaces, these Resource Finder participant profiles will be used as the source for member profiles accessible from the Members module. When a user clicks a member name link in the Members module, the member profile that appears will be based on the member's Resource Finder participant profile.

In Content Management, these Resource Finder participant profiles will be used as the source for user profiles accessible by clicking user name links in the components. For example, fields such as Created By, Checked Out By, and so forth will contain user name links.

For this option to work as designed, you must have the following setup in place:

  • Resource Finder is set up and loaded with data.

    This setup includes the generation of associated Resource Finder search collections.

  • Resource Finder participants are loaded with their associated user IDs, where applicable, using the Load Participant User IDs Application Engine process (EPX_LOAD_OPR ).

    See Loading Participant User IDs.

If you leave this option blank, when a user clicks a member name link in the Members module, the member profile that appears will be based on information from these tables: PSOPRDEFN, PSUSEREMAIL, EPPCW_MEMBERS, and PS_EPPRC_IM_USERVW.

See Viewing Member Profiles.

See Enterprise Portal Resource Finder Overview.

Content Management

Image Attachment URL Path

Enter the web server’s relative or absolute URL of the extended path that will contain the image files from the FTP server. The choice of URLs is based on the information from the URL Maintenance page that is found in the PeopleTools, Utilities, Administration, URLs menu path, for the URL ID EPPCM_IMAGE.

See Setting Up an FTP Service for Image Attachments.

Discussion Forums

Discussions Viewing Default

Select Flat View to display all discussion postings in chronological order with details.

Select Threaded View to display the hierarchy of the discussion without the details.

Site Specific

Select to make a discussion forum viewable only within the site in which it was created. For example, if Site Specific is selected and a user is in the Customer portal, then in the Discussions pagelet, that user will see discussion forums that were created in the Customer portal only.

Deselect this option to make all discussion forums appear regardless of the portal in which it was created. For example, if the user is in the Customer portal, then in the Discussions pagelet the user will see discussion forums created in the Customer portal, Employee portal, Supplier portal, and so on.

Collaborative Workspaces

Maximum Email Notifications

Enter the maximum number of email messages you want to be able to send in the member invitation notification process for a Collaborative Workspace.

If the number of email messages sent in the notification process exceeds this number, an error appears and the system sends no email.

Default Module Image

Enter the name of the image that you want to display by default in the Collaborative Workspace menu to the left of module names.

Default Presence Indicators in Members Module

Select to display instant messaging presence indicators in the Members module. If you decide to display presence indicators, keep in mind that one server trip is executed per indicator per member.

See Setting Up Instant Messaging in PeopleSoft Enterprise Portal.

Enable External Users

Select this option to enable workspace owners to invite external users to participate in the workgroup.

Calendar Events/Action Items

Export Option

Select the option for the Export link on the Event View page. Valid options are

  • Not Used, which will hide the export link on the page.

  • Open Calendar Program, which will open the file with the default local calendar application that is associated with the *.ics file.

  • Send as Email Attachment, which sends an email with the iCal attachment.

  • User Prompt, which enables the user to either open the file or send an email.

Alerts iCal Attachment

Select settings for iCal attachments and for event alert notification email messages. Valid options are:

  • No attachment with Alerts

  • Attach iCal file with Alerts

See Working With Community Calendars, Working With Action Items.

Click to jump to top of pageClick to jump to parent topicSetting Portal and Security Defaults

Access the Portal and Security Defaults page (Portal Administration, System Data, Installation Options, Portal and Security Defaults).

Select the portal and security defaults for creating portal registry structures and define the user base role for your system.

Since the base user role on system items is secured by privilege sets, PeopleSoft recommends that you use the delivered role PAPP_USER. If you change the role name, you should also select the option to update the privilege sets on save.

Portal Registry Structures

Registry structures are the stored menu items, pagelets, templates, and such. Many features automatically create portal registry structures, including Pagelet Wizard pagelets, News Publication pagelets, Submitted Menu Items, Manage Navigation, and Shortcut Collections.

Registry Object Prefix

Enter a value to use as a prefix for all automatically created portal registry structures.

Note. This value allows easy identification of the objects that are in PeopleSoft Application Designer.

Menu Template Pagelet

Enter the menu template pagelet value that is to be used when rendering target pages by using Intelligent Context Manager.

Note. PAPP_PT_NAVIGATION_SCR is the delivered default value. If you want to customize and use your own menu template pagelet, enter its value here.

Base Workspace Template Name

Select the portal registry template on which all Collaborative Workspace templates and their portal registries are based.

Base Wiki Space Template Name

Select the portal registry template on which all Wiki Space templates and their portal registries are based.

See Setting System Options.

Site Manager Security

The created site uses these permissions to limit access to the navigation and administration of the new site.

Administrator Perm List Template (Administrator Permission List Template)

Enter the administrator template permission lists that are cloned during the creation of a new site.

Publisher Permission Template

Enter the publisher template permission lists that are cloned during the creation of a new site.

Viewer Permission Template

Enter the viewer template permission lists that are cloned during the creation of a new site.

Workspace Security

Administrator Permission List

Select the permission list for administrators of the workspace. The delivered permission list is PAPP5350.

Manager Permission List

Select the permission list for managers of the workspace. The delivered permission list is PAPP5360.

User Permission List

Select the permission list for users of the workspace. The delivered permission list is PAPP5300.

Administrator Role

Enables you to select a different role name that is automatically used as the workspace instance portal administrator. This role is granted to users who are listed as workspace managers.

See Understanding Workspace Privilege Sets.

User Base Role

Logged-In User Base Role

Select the role that enables access to the base objects in the PeopleSoft Enterprise Portal features that use privilege sets. The delivered role is PAPP_USER. Every user in the system, other than Guest, must be assigned this role along with the PeopleSoft User role.

Note. If you select a role other than PAPP_USER, make sure to select Update Privilege Sets on Save to automatically update the privilege set assignments to the new role.

Update Privilege Sets on Save

Select this checkbox to update all privilege set assignments to the base user role when you select Save. This option enables you to change the role name in the privilege set assignment for all the features that have the concept of privilege sets.

This enables you to use your own 'base' role instead of the delivered role. So, if you change your base role, it's not a customization. This setting lets you update all the privilege set assignments to your role. We deliver some system data using this role, but some of these privilege set assignments (like for discussions) are not accessible online.

See Roles with Special Uses.

Related Discussion Forum

Moderator Role

Select a role for the moderator.

Contributor Role

Select a role for contributors.

Content Migration

Approver Role

Select a role for approvers.

Click to jump to top of pageClick to jump to parent topicLast ID Values

Displays the current greatest value for IDs that are used in Content Management, Related Content, and Discussion Forums.

Each time a new item is added, the counter is automatically incremented by one. This feature eliminates locking issues.

Click to jump to parent topicEnabling the Signon PeopleCode

This section provides an overview of enabling the signon PeopleCode and discusses how to enable the signon PeopleCode in the Signon PeopleCode component (SIGNONPPC_PAGE_COM).

Click to jump to top of pageClick to jump to parent topicUnderstanding Enabling the Signon PeopleCode

You must enable the signon PeopleCode to be able to view logon statistics on the User Logon Statistics pagelet. The portal administrator can add the User Logon Statistics pagelet to her homepage to provide convenient access to the number of users who log on to the portal during each month and the number of distinct user logons.

By enabling the signon PeopleCode, you enable the portal database to track and store user login information each time that a user logs on to the portal. Portal administrators can view this data to obtain statistics about portal traffic and which users are contributing to the traffic. Data that is viewed can pertain to which users log on to the portal, along with logon statistics for the months of the year, days of the month, and hours of the day.

When using pagelets and pages, the tracking of user logon times is recorded in minute increments. If a user logs out and then logs back in within the same minute, that login instance is not recorded. But if a user logs in and then logs out, and then, one minute from the time that the user originally logged in, the user logs in again, that login instance is recorded.

Note. The distinct number of users eliminates the counting of the same user logging on to the portal more than once during the specified period. For example, if 30 logons access the portal during one day but 10 are the same user, then the number of distinct users for that day is 21.

See Also

Working With the User Logon Statistics Pagelet

Click to jump to top of pageClick to jump to parent topicPage Used to Enable Signon PeopleCode

Page Name

Definition Name

Navigation

Usage

Signon PeopleCode

SIGNONPPC_PAGE

PeopleTools, Security, Security Objects, Signon PeopleCode

Enable the StoreUserLogonInfo function to update the portal statistics table and enable the tracking and storage of data needed to feed the User Logon Statistics pagelet.

Click to jump to top of pageClick to jump to parent topicEnabling Signon PeopleCode

Access the Signon PeopleCode page (PeopleTools, Security, Security Objects, Signon PeopleCode).

Enable the row that contains the Function Name field value of StoreUserLogonInfo. When a user logs on to the portal, a row is inserted into a portal statistics table. The table stores the user ID, date, and time of logon.

See Also

Enterprise PeopleTools 8.50 PeopleBook: Security Administration , "Employing Signon PeopleCode and User Exits"

Click to jump to parent topicSetting Up MCF For PeopleSoft Enterprise Portal

Special considerations exist when using the MCF with PeopleSoft Enterprise Portal. Typically, this feature is leveraged directly within a PeopleSoft application database, such as CRM, HCM, or SCM. If you use PeopleSoft Enterprise Portal to log on to these databases, then MCF-related content references must be modified in the PeopleSoft Enterprise Portal registry so that they point to your PeopleSoft application database, such as CRM.

Note. The PeopleSoft system delivers MCF-related content references in all databases as part of PeopleTools; therefore, as delivered, they point to components that are local to the PeopleSoft Enterprise Portal database.

To modify MCF-related content references:

  1. Go to PeopleTools, Portal, Structure and Content.

  2. Navigate to the content references.

    The content references follow this list.

  3. Change the Node Name value from Always use local to the appropriate content provider.

  4. Click Save.

The content references that need to be modified are.

The MCF is now able to access the setup that is performed in the content provider database.

See Also

Enterprise PeopleTools 8.50 PeopleBook: PeopleSoft MultiChannel Framework, “Managing Tasks and Using Chat in PeopleSoft MultiChannel Framework," Managing Tasks With the MultiChannel Console

Click to jump to parent topicViewing Menu Item Details

This section discusses the pages used to view menu item details.

Click to jump to top of pageClick to jump to parent topicPages Used to View Menu Item Details

Page Name

Definition Name

Navigation

Usage

Menu Item Detail

PT_IQREGITEM

PeopleTools, Portal, View Menu Item Detail

Review the portal registry (menu navigation) information for a menu item.

Menu Folder Structure

PT_IQREGFOLDERS

PeopleTools, Portal, View Menu Folder Structure

Provides a list of content references for a selected portal registry folder.

Menu Security

PT_IQREGSECURTY

Portal Administration, Navigation, View Menu Security.

Provides a list of folders or content references that a user ID, role, or permission list has access to.

See Also

Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Administering Portals,” Reviewing Menu Item Information

Click to jump to parent topicChoosing the Enterprise Menu Homepage Pagelet

Two versions of the homepage menu pagelet are available in the Enterprise Portal installation.

Note. The My Page, Guest Page, and Administration Page homepage tab definitions are delivered with the Enterprise Menu already assigned.

To select the Enterprise Menu version of the Menu pagelet:

  1. Go to Portal Administration, Navigation, Structure and Content.

    The Structure and Content page appears.

  2. Select Portal Objects, Homepage, Tabs.

  3. At the bottom of the page, locate the My Page content reference, and click the Edit link.

    The Content Ref Administration page appears.

  4. Select the Tab Content page.

  5. Locate the PeopleSoft Applications group box.

    1. Select Enterprise Menu.

      Be sure to clear the Menu selection.

    2. Select Opt_Dflt from the drop-down list box for the Enterprise Menu.

  6. Click Save.

Click to jump to parent topicUsing PeopleSoft Enterprise Portal Content Reference Attributes

This section discusses the content reference attributes recognized by the following PeopleSoft Enterprise Portal features:

For information about PeopleTools base portal content reference attributes, please see the “Release Notes for PeopleSoft Enterprise PeopleTools 8.50” document in the Documentation section of the My Oracle Support website.

See Also

Enterprise PeopleTools 8.50 PeopleBook: PeopleTools Portal Technology, “Administering Portals,” Administering Content References

Click to jump to top of pageClick to jump to parent topicNavigation Content Reference Attributes

This section discusses content reference attributes used for navigation.

Content Reference Attribute

Description

NAVNEWWIN

Launches a content reference in a new window when the content reference link is selected. A value in the attribute is not required.

Leave the Translate option clear.

You do not need to enter a Label value.

Enter an Attribute Value of true.

NAVEXTENSIONFOLDER

Defines a virtual folder (different from NAVVIRTUALFOLDER). Specify the Application Package that will process the virtual folder.

Click to jump to top of pageClick to jump to parent topicIntelligent Context Manager Content Reference Attributes

This section discusses the content reference attributes used by Intelligent Context Manager.

Content Reference Attribute

Description

CLASS_STR

Enables Intelligent Context Manager to execute a template pagelet directly for improved performance. For example, you can execute the template pagelet on the application server instead of through the psc servlet. You can use this only on the database on which the Intelligent Context Manager feature resides.

CANBEINVISIBLE

Enables a template pagelet to hide itself completely when no keys are passed to it.

Click to jump to top of pageClick to jump to parent topicCollaborative Workspace Content Reference Attributes

This section discusses content reference attributes used by Collaborative Workspaces.

Content Reference Attribute

Description

EPPCW_MOD_NAME

Specifies that a CREF is a Collaborative Workspace module. This is the key attribute in identifying that a content reference is a Collaborative Workspace module. Enter the value in the Attribute Value field.

EPPCW_MOD_LABEL

Specifies the name of the Collaborative Workspace module displayed in the modules list and in the Collaborative Workspace menu.

EPPCW_MOD_DESCR

Provides the description of the Collaborative Workspace module.

EPPCW_MOD_IMG

Specifies the name of the image used in the Collaborative Workspace menu to the left of the Collaborative Workspace module name.

EPPCW_MOD_REQ

Specifies whether or not the Collaborative Workspace module is required. A value of Y implies that it cannot be removed from the Collaborative Workspace by way of the creation wizard. A value of N implies that it can be removed from the Collaborative Workspace by way of the creation wizard. Enter the desired value in the Attribute Value field.

EPPCW_MOD_APPCLASS

Specifies the application class for a Collaborative Workspace module used for adding, deleting, and archiving module data. Enter the value in path format delimited by : in the Attribute Value field.

EPPCW_MOD_ADM

Specifies whether or not this is an Collaborative Workspace administration module. This setting affects the security placed on the content reference. Enter a value of Y or N in the Attribute Value field.

EPPCW_PAGELET

Identifies a pagelet as a Collaborative Workspace related pagelet.

EPPCW_REL_MODE

Specifies the contextual mode in which a pagelet is related to a Collaborative Workspace. Entering a value of KEYS passes the Collaborative Workspace keys and their values to the pagelet. Entering a value of WORKSPACE passes the Collaborative Workspace name to the pagelet. Enter this value in the Attribute Value field.

EPPCW_KEY_MAPPING

This content reference attribute applies to related pagelets on templates only. It enables the mapping of Collaborative Workspace key names to names within the related pagelet. Enter valid value formats of KEY1ORIGNAME=KEY1NEWNAME; KEY2ORIGNAME=KEY2NEWNAME; KEYNORIGNAME=KEYNNEWNAME; and so forth in the Attribute Value field.

EPPCW_IGNOREKEYNAME

Enables the skipping of specified keys as parameters passed to links within Collaborative Workspaces. Key names listed in the Attribute Value field will not be passed to the link as query string parameters. Enter valid value formats of KEY1NAME; KEY2NAME; KEYNNAME; and so forth in the Attribute Value field.

Click to jump to top of pageClick to jump to parent topicSite Manager Folder Reference Attributes

This section discusses the folder reference attributes used by Site Manager.

Folder Reference Attribute

Description

PAPP_SITE

This folder reference attribute applies to the root folder of a portal registry. Specifies that the portal registry is a Site Manager-created site.

PAPP_SITE_PUB_TMPL

This folder reference attribute applies to the root folder of a portal registry site created by Site Manager. Specifies the publishing template behavior within the Manage Navigation component of a site. Enter valid values of OWN (publishers can select their own template) or DFT (publishers must use the site default template).

PAPP_SITE_PUB_DATE

Specifies the default publication (effective) date for content created through the Manage Navigation component of a site.

PAPP_SITE_EXP_DATE

Specifies the default expiration date for content created through the Manage Navigation component of a site.

Click to jump to parent topicDefining Privilege Sets

This section provides an overview of privilege sets and discusses the pages used to define privilege sets.

Click to jump to top of pageClick to jump to parent topicUnderstanding Privilege Sets

A privilege set is composed of base privilege definitions that define the actions a member can take in the feature.

Privilege sets are used with these features:

The following table lists the privilege sets according to feature.

Feature

Privilege Set Name

Privilege Set ID

Action Items

Administrator

EPPAI_ADMINISTRATOR

Action Items

Contributor

EPPAI_CONTRIBUTOR

Action Items

Viewer

EPPAI_VIEWER

Blogs

Administrator

EPPBL_ADMINISTRATOR

Blogs

Author

EPPBL_AUTHOR

Blogs

Reader

EPPBL_READER

Collaborative Workspaces

Administrator

EPPCW_ADMIN

Collaborative Workspaces

Approver

EPPCW_APPROVER

Collaborative Workspaces

Contributor

EPPCW_CONTRIBUTOR

Collaborative Workspaces

Moderator

EPPCW_MODERATOR

Collaborative Workspaces

Owner

EPPCW_OWNER

Collaborative Workspaces

Viewer

EPPCW_VIEWER

Community Calendars

Administrator

EPPCA_ADMINISTRATOR

Community Calendars

Contributor

EPPCA_CONTRIBUTOR

Community Calendars

Viewer

EPPCA_VIEWER

Discussion Forums

Contributor

EPPDF_CONTRIBUTOR

Discussion Forums

Moderator

EPPDF_MODERATOR

Discussion Forums

Viewer

EPPDF_VIEWER

Question Polls

Administrator

EPPSP_ADMIN

Question Polls

Author

EPPSP_AUTHOR

Question Polls

Moderator

EPPSP_MODERATOR

Question Polls

Publisher

EPPSP_PUBLISHER

Question Polls

Viewer

EPPSP_VIEWER

Wiki

Administrator

EPPWI_ADMINISTRATOR

Wiki

Contributor

EPPWI_CONTRIBUTOR

Wiki

Viewer

EPPWI_VIEWER

Click to jump to top of pageClick to jump to parent topicPages Used to Define Privilege Sets

Page Name

Definition Name

Navigation

Usage

Privilege Set

EO_PE_PRIVSET_DEFN

Portal Administration, Define Privilege Set

Select a feature and define a privilege set.

Privileges

EO_PE_PRIVSET_PRIV

Portal Administration, Define Privilege Sets Access the Privileges tab.

Select privileges for the privilege set.

Click to jump to top of pageClick to jump to parent topicDefining a Privilege Set

Access the Privilege Set page (Portal Administration, Define Privilege Sets).

Feature Code

Select the feature for which you want to define privileges.

Active

Displays the list of definitions that you can view.

System Item

Select to make this privilege set available for use.

Click to jump to top of pageClick to jump to parent topicSelecting Privileges

Access the Privilege Set page (Portal Administration, Define Privilege Sets) and access the Privileges page.

Select the privileges for this privilege set. The list of available features varies depending on the feature selected.