Working With Context Manager Pagelets

This chapter provides an overview of Context Manager pagelets and discusses how to:

• Work with the Context Manager frame.

• Work with the Related Contacts pagelet.

• Work with the Related Discussion pagelet.

• Work with the Related Information pagelet.

• Work with the Related Resources pagelet.

• Work with the Related Workspaces pagelet.

• Work with the Content Ratings pagelet.

Understanding Context Manager Pagelets

Context Manager provides the user with immediate, relevant information for any business transaction without requiring a manual search. To the users, Context Manager appears as a frame on the right side of the page displaying pagelets that are loaded with appropriate information based on the target page or transaction. Therefore, Context Manager can be considered to be the framework within which features—such as, related information, related contacts, related resources, related discussions, related workspaces, related links, and content ratings—operate.

Note. Defined security rules are maintained such that items to which a user does not have access will not appear.

Context Manager is just one method that PeopleSoft Enterprise Portal delivers for providing contextually relevant information to your users. PeopleSoft Enterprise Portal also provides a general purpose solution that can be deployed to any of your PeopleSoft application pages. PeopleSoft Enterprise Portal related content services provide PeopleSoft Enterprise Portal features on PeopleSoft application pages.

See Understanding PeopleSoft Enterprise Portal-Delivered Related Content Services.

Once pagelets have been assigned to menu items, these pagelets can be used by:

• Topic experts to manage content.

• Users to view the added content.

Managing Content in the Context Manager Pagelets

Context Manager pagelets provide features for topic experts to manage the content items displayed within each pagelet. Topic experts are responsible for adding, editing, expiring, or deleting content items for each combination of menu item and template pagelet publication.

The following example shows a page (the sample Context Manager Item page) with a number of Context Manager pagelets, including the Related Information pagelet. In this example, the topic expert has clicked the Add button in the Related Information pagelet, which opens the Related Information page in a separate window, allowing the expert to add a new content item.

Topic expert adding content to the Related Information pagelet

Viewing Content in the Context Manager Pagelets

Unlike homepage pagelets, Context Manager pagelets display in the Context Manager frame on the right side of the page. The Context Manager frame displays when you accesses a transaction or page to which one or more of the pagelets has been assigned. The Context Manager pagelets are designed to provide convenient access to data that is contextually relevant to the transaction or page being displayed.

Working With the Context Manager Frame

Access a page that has the dynamic content template and pagelets assigned.

The following example displays the Context Manager frame showing the pagelets configured for this page:

Context Manager frame

Working With the Related Contacts Pagelet

This section discusses how to:

• Use the Related Contacts pagelet.

• Contact a related contact.

• View a list of related contacts.

• Add or edit related contacts.

Pages Used to Work With the Related Contacts Pagelet

Using the Related Contacts Pagelet

Access the Related Contacts pagelet in the Context Manager frame.

Use these elements in the Related Contacts pagelet:

Contacting a Related Contact

Access the Contact User page (click the name of a contact in the Related Contacts pagelet or click the Email button on the Related Contacts List page).

User ID and Description	Displays the user ID and description of the selected contact.
Email Subject	Enter a subject for your email. Note. The topic expert can define a default email subject, which you can override, on the Related Contact page.
Message Text	Enter the email message.
Send	Click to send your email. A confirmation page appears to inform you that your email was transmitted.

Viewing a List of Related Contacts

Access the Related Contacts List page (click the Show All… link in the Related Contacts pagelet).

Use the Related Contacts List page to send an email to any of the related contacts.

Note. From this page, topic experts can also maintain related contacts.

Adding or Editing Related Contacts

Access the Related Contact page (click the Edit this link button or the Add button in the Related Contacts pagelet).

Publication	Displays the name of the template pagelet publication.
Menu Item Name	Displays the name of the current menu item.
Contact	Select the user ID of the related contact.
Display Label	Enter a description for the contact, which appears in the Related Contacts pagelet and on the Related Contacts List page.
Publish Dt (publish date)	Select the date on which the contact should be published and available for viewing in the pagelet for this menu item.
Expiration Date	Select the date on which you want this contact to become inactive for this menu item. Leave this field blank if there is no expiration date. Note. Enter a date in the past to immediately remove a related contact link from the pagelet.
Link Hover Text	Enter tool tip text that you want to display when the user's cursor hovers over the link for this related contact.
Email Address	Displays the contact's default email address from his or her system profile.
Email Subject	Enter a default subject to appear when a user sends an email to this contact.
Email Address Override	Select if you want to override the default email address for the contact.
Override Email	If you selected the Email Address Override, option, enter the overriding email address for this contact.

Working With the Related Discussion Pagelet

This section provides an overview of forums started from the Related Discussion pagelet and discusses how to:

• Use the Related Discussion pagelet.

• Participate in and manage forums started from the Related Discussion pagelet.

Understanding Forums Started from the Related Discussion Pagelet

Discussions started from the Related Discussion pagelet are similar to stand alone discussions created in the portal. However, these discussions have several distinctions from stand alone discussions including:

• You cannot define the name of the discussion. While the discussion for each menu item is distinct and separate, all such discussions have the same title, Menu Item Discussion Details, on the discussion forum's homepage.

  

  Discussion forum homepage (discussion started from the Related Discussion pagelet)

  Note. The menu item ID appears as the title for the Tags expandable section.

• The first user to access the transaction or page after the Related Discussion pagelet has been assigned to the menu item becomes the forum moderator by default. This user (or other users with portal administrator or discussion administrator privileges) is then responsible for managing the forum including maintaining forum participants.

• Discussion topics and replies can be defined as key sensitive.

  

  Create New Topic page with the Key Sensitive field

  Select the Key Sensitive option to make this post key sensitive—that is, the post is available for the specific page key (or keys) only.

  Note. To make a post available across all instances, clear this option.

Using the Related Discussion Pagelet

Access the Related Discussion pagelet in the Context Manager frame.

<Topic title>	Click the link for a discussion topic to view the Post Details page.
View / Add Topic	Click the View / Add Topic link access discussion forum homepage.
Manage	Click the Manage link to open the Forum Privileges page in a new window. Note. The Manage link appears for the first user to access the page after the Related Discussion pagelet has been assigned. This user becomes the default forum moderator. The Manage link also appears for users who have discussion administrator privileges.

Participating in and Managing Forums Started from the Related Discussion Pagelet

Discussions started from the Related Discussion pagelet are similar to stand alone discussions created in the portal.

To participate in a discussion started from the Related Discussion pagelet, see the chapter on discussion forums in this PeopleBook.

See Participating in Discussion Forums.

To manage in a discussion forum started from the Related Discussion pagelet, see the chapter on discussion forums in this PeopleBook.

See Creating Discussion Forums.

Working With the Related Information Pagelet

This section discusses how to:

• Use the Related Information pagelet.

• View a related information item

• View a list of related information items.

• Add or edit related information.

Pages Used to Work With the Related Information Pagelet

Using the Related Information Pagelet

Access the Related Information pagelet in the Context Manager frame.

Use these elements in the Related Information pagelet:

Viewing a Related Information Item

Access the item of related information (click the link for an item in the Related Information pagelet or click the link for an item on the Related Information List page).

Depending on the type of related information, a new browser window is opened displaying the following:

• The web site when the information type is External Website.

• The file attachment when the information type is File Attachment.

• The Related Information - <Content Title> page when the information type is Managed Content.

  Note. A second browser window is opened displaying the content itself if it is a managed content attachment.

• The PeopleSoft transaction page when the information type is Menu Item.

Viewing a List of Related Information Items

Access the Related Information List page (click the Show All... link in the Related Information pagelet).

Related Content	Click a link to open a new browser window displaying the content item or the Related Information - <Content Title> page for an item of managed content.
Edit	Click the Edit button to access the Related Information page to edit the information for this related information item. Note. The Edit button appears only for topic experts assigned to this pagelet–menu item combination.
Delete	Click the Delete button to delete this related information item. Note. The Delete button appears only for topic experts assigned to this pagelet–menu item combination.
Add	Click the Add button to access the Related Information page to add a new related information item. Note. The Add button appears only for topic experts assigned to this pagelet–menu item combination.
Save	Click the Save button to save your changes. Note. The Save button appears only for topic experts assigned to this pagelet–menu item combination.

Adding or Editing Related Information

Access the Related Information page (click the Edit this link button or the Add button on the Related Information pagelet).

Publication	Displays the name of the template pagelet publication.
Menu Item Name	Displays the name of the menu item for this pagelet–menu item combination.
Content Type	If the administrator specified All Types on the Related Information Publication page, use the drop-down list to select a type for this related information item: External Website — Specify an external website URL as related information. File Attachment — Upload a text file as related information. Managed Content Select an item of managed content as related information. Menu Item — Select a menu item from the portal registry as related information. Important! If the portal administrator specified a content type for the publication on the Related Information Publication page, then that value is displayed in this field and should not be changed. Note. After you select a type, the page presents only the fields necessary to further define the selected related information type.
Display Label	Enter a value in this required field before attempting to select or define an item.
URL	If the type is set to External Website, enter the URL for the website.
File Name	If the type is set to File Attachment, click the Add Attachment button to upload the file. Once uploaded, the name of the file appears as a link. Click the link to display the contents of the file in a new browser window. Click the Delete Attachment button to remove an uploaded file.
Content Title	If the type is set to Managed Content, click the Select Content button to select the item of managed content. Once selected, the content title appears as a link. Click the link to display the item in a new browser window. Click the Re-Select Content button to select a different item of managed content.
Menu Item Name	If the type is set to Menu Item, select the menu item.
Publish Dt (publish date)	Select the date on which the information should be published and available for viewing in the pagelet for this menu item.
Expiration Date	Select the date on which you want this related information link to become inactive for this menu item. Leave this field blank if there is no expiration date. Note. Enter a date in the past to immediately remove a related information link from the pagelet.
Link Hover Text	Enter tool tip text that you want to display when the user's cursor hovers over the link for this related information item.

Working With the Related Resources Pagelet

This section discusses how to:

• Use the Related Resources pagelet.

• View a related resource profile

• View a list of related resources.

• Add or edit related resources.

• Search for a related resource.

Note. You must set up Resource Finder and its search indices before you can use Related Resources pagelet. In addition, the Resource Finder installationoption must be enabled.

See Also

Enterprise Portal Resource Finder Overview

Performing Resource Finder Searches

Defining Installation Options

Pages Used to Work With the Related Resources Pagelet

Using the Related Resources Pagelet

Access the Related Resources pagelet in the Context Manager frame.

The Related Resources pagelet derives its resources from the Resource Finder feature. Resource Finder is a highly flexible repository that can receive data loads containing information about any entity, along with links that relate these entities to each other. These entities are typically things like customers, suppliers, employees, departments, locations, companies, and business units.

Use these elements in the Related Resources pagelet:

Viewing a Related Resource Profile

Access the Resource Finder profile page (click the link for an item in the Related Resources pagelet or click the link for an item on the Related Resources List page).

A Resource Finder profile displays contact information about a resource along with relationships amongst the resource and other resources in the system. Resource Finder and Resource Finder profiles are discussed in the Resource Finder PeopleBook.

See Using Participant Profiles and Organization Charts.

Viewing a List of Related Resources

Access the Related Resources List page (click the Show All... link in the Related Resources pagelet).

Related Resources	Click a link to open a new browser window displaying the Resource Finder profile for the related resource.
Edit	Click the Edit button to access the Related Resources page to edit the information for this related resource. Note. The Edit button appears only for topic experts assigned to this pagelet–menu item combination.
Delete	Click the Delete button to delete this related resource. Note. The Delete button appears only for topic experts assigned to this pagelet–menu item combination.
Add	Click the Add button to access the Related Resources page to add a new related resource. Note. The Add button appears only for topic experts assigned to this pagelet–menu item combination.
Save	Click the Save button to save your changes. Note. The Save button appears only for topic experts assigned to this pagelet–menu item combination.

Adding or Editing Related Resources

Access the Related Resources page (click the Edit this link button or the Add button in the Related Resources pagelet).

Publication	Displays the name of the template pagelet publication.
Menu Item Name	Displays the name of the menu item for this pagelet–menu item combination.
Display Label	Enter the link name that is displayed in the Related Resources pagelet for this resource. Note. The default is the name of the resource, which is populated after a resource is selected.
Text to Search For	Enter search criteria to select a resource from Resource Finder.
Search	Click the Search button to access the Related Resources - Advanced Search page.
Contact Description	Displays the name of the selected resource.
Publish Dt (publish date)	Select the date on which the resource should be published and available for viewing on the pagelet for this menu item.
Expiration Date	Select the date on which you want this resource to become inactive for this menu item. Leave this field blank if there is no expiration date. Note. Enter a date in the past to immediately remove a related resource link from the pagelet.

Searching for a Related Resource

Access the Related Resources - Advanced Search page (enter search criteria and click the Search button on the Related Resources page).

Find	Select the resource type: Customer Contact, Employee, and Product Expert. Note. The resource type determines the available search fields.
Name	Enter text to search for in the the resource's name.
Contains Words	Enter any text (word, phrase, or word fragment) to search for in all fields of the resource's profile.
Look Up	Click the Look Up button to execute the search.
Name	Click a Name link in the search results to select that profile as the related resource.

Working With the Related Workspaces Pagelet

This section discusses how to use the Related Workspaces pagelet.

Pages Used to Work With the Related Workspaces Pagelet

Using the Related Workspaces Pagelet

Access the Related Workspaces pagelet in the Context Manager frame.

View All Workspaces	Click to access the Browse Workspaces search page. See Searching for Workspaces.
Create Workspace	Click to display step 1 of the workspace creation wizard. Note. When you access this wizard through the Related Workspaces pagelet from the transaction for which you are building this workspace and the transaction has been associated with a workspace template, that recommended template is selected by default, but can be overridden. See Step 1: Selecting a Workspace Template.

Working With the Content Ratings Pagelet

This section discusses how to:

• Use the Content Ratings pagelet.

• Participate in content ratings surveys.

Page Used with the Content Ratings Pagelet

Using the Content Ratings Pagelet

Access the Content Ratings pagelet in the Context Manager frame.

Click a link to access a survey that has been assigned to the menu item.

See Also

Managing Content Ratings and iTracker

Participating in Content Ratings Surveys

Access a content ratings survey page (click the link for a survey in the Content Ratings pagelet).

Note. The actual page name and question depend on the survey.

Each content ratings survey consists of a single question. The question can be in the form of multiple choice, ranking list, or a yes/no question.

Working With the Menu 2.0 Pagelet

The Menu 2.0 pagelet replicates the menu items of the drop-down Main Menu and the Enterprise Menu pagelet. The Menu 2.0 pagelet provides you with access to all of your menu items in the Context Manager frame.

Note. The current menu item is highlighted in the Menu 2.0 pagelet.