Using the Registration Wizard

This chapter provides an overview of working with the Registration Wizard and discusses how to:

• Register components and iScripts.

• Register components in multiple portals.

• Register mobile pages.

Understanding the Registration Wizard

This section lists common elements and discusses the Registration Wizard.

Common Elements Used in This Chapter

Working With the Registration Wizard

After you create pages and assign them to a component, you must register that component to display the transaction page in the browser. You can use the Registration Wizard to do this. The wizard gathers information, attaches the component to a menu, assigns a permission list to allow security access rights, and places a content reference entry in the portal registry, which displays the component to the user on the navigation menu.

Note. Before running the Registration Wizard, the menu definition, permission list, and folder must exist. The wizard does not create these definitions. Instead, it matches existing definitions to one another and creates the content reference.

If change control is enabled while you are using the Registration Wizard, you will only be allowed to associate components with locked menus.

Registering Components and iScripts

In PeopleSoft Application Designer, open the component definition that you want to register. If you are creating a new component, make sure that you save it before opening the Registration Wizard. For iScripts, open the record definition that holds the iScript function. By convention, such records begin with a WEBLIB_ prefix.

You can access the Registration Wizard using any of these methods:

Note. All settings in the Registration Wizard are provided by default from those referenced in the previous wizard session.

To register a component or iScript:

1. Open the component or iScript you want to register.

   You can also launch the Registration Wizard from the menu definition by right-clicking a menu item that points to a component.

2. Open the Registration Wizard.

   Select Tools, Register in Portal or click the icon on the Toolbar.

   The Start screen of the Registration Wizard provides the option of adding the component to a menu, a portal registry, a permission list, or a combination of the three. If the component is new and you are running the wizard for the first time, you should select all three options. If you have already run the wizard on this particular component and just need to add it to an additional permission list or portal, deselect the other option, Add this component to a menu.

   Add this component to a menu	Select to add the component to a menu. You must create the menu definition first if it does not already exist. You specify the menu on the following screen of the Registration Wizard. If you do not select this option, you will need to add the component to the menu manually using the Menu designer. See Creating Custom Component Menus.
   Add this component to a portal registry	Select if you want to create a content reference for the component and add it to the portal registry you specified on the Create Content Reference screen of the Registration Wizard.
   Add this component to a permission list	Select if you want to specify the permission list on the final screen of the Registration Wizard.

   If the component or iScript is new and you are running the Registration Wizard for the first time, you will probably want to select all three options. If you are rerunning the wizard to add the component to an additional permission list or another portal, you would deselect the other option, , Add this component to a menu.

   The wizard remembers the selection that you made the last time that you ran the wizard and selects those values by default.

3. Click the Next button.

   If you selected to add the component to a menu, then the next screen, Add to Menu and Bar, opens.

4. Click the Select button to find the menu name, click the Bar Name drop-down list box to assign the bar name, and then click the Next button.

   These names are not exposed to users, but they are required for internal location purposes. Click the Open Selected button to open the menu that you selected in PeopleSoft Application Designer. To view the menu definition without closing the wizard, drag the Registration Wizard to the side.

5. On the Create Content Reference page, select Target Content or Homepage Pagelet.

   If the component is a standard transaction, register it as Target Content.

6. Complete all fields in the Create Content Reference page.

   Target Content	Select this check box to register all forms of target content (excluding the homepage).
   Homepage Pagelet	Select to register a new homepage pagelet. The system applies the homepage template automatically.
   Portal Name and Folder Name	Click the Select button to change the portal or folder name. Click the Open Selected button to launch a browser that will take you to the administration page to create a new folder, if necessary. The default values are the last ones referenced by the wizard.
   Content Reference Name	The name is automatically generated, including the market code as the suffix.
   Content Reference Label	Enter the name of the CREF hyperlink that the user sees as the registry entry.
   Long Description	Enter hover text for the CREF link.
   Sequence Number	Enter a numeral to control the order in which the component appears within the chosen folder.
   Product	Enter a two-character product code.
   Template Name	Specify the template to be used from the drop-down menu. If you specified that the target content should be accessed as a homepage pagelet, then this field will not appear and the system will apply the homepage templateautomatically.
   Object Owner Id	Select the application development group that owns the object.
   Node Name	Click Select to change the Node name, or click the Open Selected button to launch the administration page to view the properties of the node.
   Always use default local node	Select to always override the selected node name with the specified default local node.
   "Open" URI Base	Enter the Universal Resource Identifier (URI) that specifies for PeopleSoft Application Designer the location of your PeopleSoft Pure Internet Architecture site. This entry is for informational purposes only. It is used only for the Open Selected button and not stored to the database. If you entered a base URI on the Browser tab of the Options dialog box, that value appears in this field. The URI you enter in this field is reflected on the remaining pages of the Registration Wizard. If you make a change to this field on any page, the change is reflected throughout.

7. Click the Next button.

8. You see the Add to Permission List page.

   Click the Select button to find the menu name, and then use the drop-down list box to select the name that appears in the bar.

   Menus are used as logical groupings to which you can apply security. PeopleSoft components are addressed by menu name (the URL includes the menu name). To add this component to a menu, specify the menu name and bar name.

   If you did not select the Add this component to a menu check box on the Prompt page, this page displays the menu name and the Select button only. You then must select the correct menu that already contains the component.

   If you are working with an iScript, you must select the iScript function to register.

9. Click the Next button.

10. Select Target Content if your component is a standard transaction and complete the appropriate fields.

    The previous term table defines each of these fields.

    If you did not select Add this Component to a Portal Registry on the Prompt page, this page does not appear.

11. Click the Next button.

12. Select the appropriate permission list, select all the actions that you want to grant this component or iScript, and enter the base URI.

    Use the Select button to view and select a permission list.

    If you did not select Add this Component to a Permission List, this page does not appear.

13. Click the Next button.

14. Use the Finish page to review the selections made so far. If you need to change anything, use the Back button to edit your entries.

    Select the options in the Add to project area to place your item into an active PeopleTools project. This is cumulative behavior: the more times you run the wizard while the project is active, the more menus, registry structures, and permission lists are added to that project.

15. Click Finish to complete the registry process into the specified portal.

    If you click Cancel all of the entries that you have made in the wizard will be lost and no changes will be made.

See Also

Creating Menu Definitions

Setting Up Permission Lists

Registering Components in Multiple Portals

After you use the Registration Wizard to register your new component into the portal, you may need to register the component in other portals also.

You can do this in two ways.

• You can use the Portal Registration Wizard again. Select only the second option, Add this component to a portal registry. Then reenter the content reference label, long description, and sequence number (if not 1) to match the entry of the other portal.

• You can copy the component to other portals from portal Administration pages in the web client.

  See PeopleTools 8.51 PeopleBook: PeopleTools Portal Technologies.

Registering Mobile Pages

As with a component or iScript, you can also register a mobile page in the portal using the Registration Wizard, though the wizard is slightly different. This wizard always assigns the mobile page to the MOBILE portal and does not require a node name.

Important! PeopleSoft Mobile Agent is a deprecated product. These features exist for backward compatibility only.

To register a mobile page in the portal:

1. Open the mobile page that you want to register.

2. Open the Registration Wizard.

   Use any one of three methods to do this:

   • Click the Registration Wizard icon in the toolbar.

   • Select Tools, Register Mobile Page from the menu.

   • Select Register from the pop-up menu.

3. Set the Folder Name and content reference information.

4. Assign the Sequence Number and Product.

5. Select the object owner ID from the drop-down list box.

6. Click Next.

   The final screen of the wizard opens, enabling you to verify the settings that you selected. The Registration Wizard also adds your registry entry to the current project. The Registry entry check box is selected by default.

7. Review your settings in the output window and click Finish.