PeopleSoft Enterprise Portal 9.1 PeopleBook: Portal and Site Administration

Administering Sites

This chapter provides an overview of site administration and discusses how to:

Define site security.
Define site publication defaults.
Configure the site homepage.
Manage site branding.
Run Branding queries.

Understanding Site Administration

Site administration activities can only be performed on a site created with the Site Wizard. The same functionality is not suitable for portal administration on the default portal.

An authorized site administrator performs these site administration tasks. A portal administrator assigns site administrators on the Site Wizard - Appoint Site Administrator page (step 3) when creating a site definition or maintaining existing site definitions.

Defining Site Security

This section discusses how to define site security.

Page Used to Define Site Security

Page Name	Definition Name	Navigation	Usage
Site Security	EPPSM_SITE_SECURTY	Access a site. Navigate to Portal Administration, Site Management, Define Site Security	Specify site publishers and viewers by role or user ID.

Defining Security for a Site

Access the Site Security page (Portal Administration, Site Management, Define Site Security).

An authorized site administrator sets site security by specifying which users and roles can publish to or view the site.

Publishers can publish content on the site, post links to the site's menu navigation, and update content for homepage pagelets.

Viewers can only view the site and its contents. A publisher cannot view the site unless specifically defined as a viewer.

Site administrators do not have rights to view or publish to the site by default. Include the site administrator by user ID or role in the list of authorized site publishers and viewers, as required.

When creating a site, a user is granted access to features and given permissions to publish for a that specific site. Because PeopleTools will automatically propagate those permissions to all sites (including Employee, Supplier, and so on), Enterprise Portal uses a filter to hide those content references from the navigation to ensure that users do not have access to the content management content references or folders in main sites. This keeps publishers from a specific site from having access to publishing options on sites where they may not have specific permissions. Those links do not show in the navigation or navigation collection. Only permissions on the native site apply..

Site Privilege

Select from:

Publisher. A publisher can publish content on the site.

Viewer. A viewer can view site content.

Type

Select the type of security authorization you want to define for this entry: User or Role.

Authorization Entry

Based on the value you selected in the Type field, specify a user ID or role.

Defining Site Publication Defaults

This section discusses how to define site publication defaults.

Pages Used to Define Site Publication Defaults

Page Name	Definition Name	Navigation	Usage
Set Publishing Defaults	EPPSM_SITE_DEFAULT	Access a site. Navigate to Portal Administration, Site Management, Define Publishing Defaults	Specify default content publication and expiration dates and set the publisher template option.

Defining Publishing Defaults for a Site

Access the Define Publishing Defaults page (Portal Administration, Site Management, Define Publishing Defaults).

An authorized site administrator can set site defaults. The defaults set by the administrator affect the entries made on the Manage Navigation page accessed for the site.

Default Content Dates

Publication Date	Specify the default publication date for new links created using the Manage Navigation page for the site. An authorized publisher can override the default publication dates of individual content entries.
Expiration Date	Specify the default expiration date for new navigation links. The individual content expiration dates can be overridden by an authorized publisher.

Publisher Template Selection

Can select own template(s)	Select to enable an authorized site publisher to select from the templates supplied to the site during site creation.
Must use site default template	Select to require an authorized site publisher to use the default template specified on the Site Wizard - Site Definition page during step 1 of site creation.

Configuring the Site Homepage

This section discusses how to configure the site homepage.

Pages Used to Configure the Site Homepage

Page Name	Definition Name	Navigation	Usage
Configure Homepage - Tab Content	PORTAL_TAB_CON_ADM	Access the site. Navigate to Portal Administration, Pagelets, Configure Homepage. Access the site. PeopleTools, Portal, Structure and Content. Click the Portal Objects link. Click the Homepage link. Click the Tabs link. Click the Edit link for the My Page label. Click the Tab Content tab.	Specify the pagelets included in the homepage definition for this site.

Configuring a Site Homepage

Access the Configure Homepage Tab - Tab Content page (Portal Administration, Pagelets, Configure Homepage).

Select the pagelets that you want to appear on the site's homepage and specify each pagelet's behavior.

Pagelets selected to appear on the site homepage create the default homepage. If authorized to personalize their homepage, users can add pagelets and configure the homepage layout.

Managing Site Branding

This section provides an overview of site branding overrides.

Understanding Site Branding Overrides

If the portal administrator authorized overridable branding elements during site creation, a site administrator can define site-specific branding values to work in conjunction with the site's default theme. These options are discussed in detail in the Enterprise Portal Branding PeopleBook.

See Defining Branding Overrides.

Running Branding Queries

Navigate to Portal Administration, Branding, Branding Queries to access a set of Branding queries you can use to facilitate your work with site branding.

See Running Branding Queries.