59 Working with Shared Assets

This chapter describes the different assets that are available for you to use across all portals and some of the common operations you can perform on those assets. Shared assets include navigation models, page templates, page styles, resource catalogs, and so on. This chapter focuses on working with the assets that are available to all portals.

For information about assets available to individual portals, see Chapter 20, "Creating, Editing, and Managing Assets."

This chapter includes the following topics:

Permissions:

To perform the tasks in this chapter, you require the permissions granted to the Application Specialist role or have the application-level permission Create, Edit, and Delete on the asset type with which you want to work.

For information about application-level permissions, see the "Understanding Application Roles and Permissions" section in Oracle Fusion Middleware Administering Oracle WebCenter Portal.

59.1 About Shared Assets

Assets are the objects that define the structure, look and feel, and the content of your portals.

For more information about the different assets available in WebCenter Portal, see Section 20.1, "About Assets."

Shared Assets and Portal Assets

Assets can exist at the application level (shared assets) or at the portal level (portal assets). At both these levels, the assets available and their functionality are the same. The difference between shared assets and portal assets is that of scope:

  • Shared assets are available for use in all portals, unless a portal has been specifically excluded.

  • Portal assets are available for use only in the portal in which they are created.

When you create and publish a shared asset, it automatically becomes available to all portals. However, you can edit the properties of the shared asset to restrict its availability to selected portals. For more information, see Section 59.6, "Setting the Availability of a Shared Asset."

If a shared asset is available for use in a portal it is listed on the Assets page for that portal. The Shared icon (Figure 59-1) next to the asset's name indicates that it is a shared asset. However, shared assets can be edited only at the application level in the Shared Assets page.

Figure 59-1 The Shared Icon

The Shared icon

This chapter focuses on tasks specific to shared assets. For information about tasks that apply to both types of assets, and for tasks specific to portal assets, see Chapter 20, "Creating, Editing, and Managing Assets."

59.2 Accessing Shared Assets

You access shared assets using the Shared Assets page. When you access the Shared Assets page, it lists all the assets available for use across all portals (Figure 59-2).

Figure 59-2 The Shared Assets Page

Description of Figure 59-2 follows
Description of "Figure 59-2 The Shared Assets Page"

To access shared assets:

  1. From the Portals menu, select Portal Builder.

    For more information, see Section 7.1, "Accessing Portal Administration."

  2. Click the Shared Assets tab to display the Shared Assets page (Figure 59-2).

    You can also enter the following URL in your browser to navigate directly to the Shared Assets page:

    http://host:port/webcenter/portal/builder/assets
    

59.3 Creating Shared Assets

You can create some assets from scratch, and there are some assets that you can create only by making a copy of an existing asset. For example, you can create a navigation model from scratch, but you can create a skin only by making a copy of an existing skin. Further, there are some assets, such as Content Presenter display templates, that you cannot create in the Shared Assets page at all. To create these assets you must use a development tool, such as Oracle JDeveloper.

Creating shared assets follows the same procedure as creating portal assets. For more information, see Section 20.3, "Creating Assets."

59.4 Editing Shared Assets

The Shared Assets page enables you to edit shared assets. It provides two options for editing assets:

  • Edit—Provides a means of editing an asset either with the page editor or in an Edit dialog.

  • Edit Select—Enables you to work with the source code of an asset.

    You may want to edit an asset's source file to make advanced edits to its code without having to download the file, edit it in JDeveloper, and upload it back into the WebCenter Portal. You can even use the Edit Source option to create an asset from scratch; by creating the asset and then replacing its default source code with your own original code. Note, however, that, due to the heavy hand-coding requirement, this scenario is not recommended.

You cannot edit built-in shared assets. If you want to modify a built-in asset, you must first create a copy of the asset and then edit the copy according to your requirements.

WebCenter Portal supports round-trip development of assets. To get enhanced functionality for your assets, you can download the asset, edit it in JDeveloper, and then upload it back into your portal. For more information, see Section 20.6, "Working with Portal Assets in JDeveloper."

Editing shared assets follows the same procedure as editing portal assets. For more information, see Section 20.4, "Editing Assets."

59.5 Managing Shared Assets

In addition to creating and editing shared assets, there are other operations that you can perform on assets in the Shared Assets page.

Mostly, managing shared assets follows the same procedure as managing portal assets. For more information, see Section 20.5, "Managing Assets."

By default, when you create and publish a shared asset, that asset is available to all portals in WebCenter Portal. However, when you edit the properties of a shared asset, you can choose to exclude the asset from specified portals. For more information, see Section 59.6, "Setting the Availability of a Shared Asset."

59.6 Setting the Availability of a Shared Asset

When a shared asset is marked as available, by default it becomes available to all portals and the Home portal. However, you can control whether the shared asset is available in the Home portal and all portals, or only in selected portals.

You can set availability of assets only at the application level. Portal assets by definition are available only to the portal in which they are created.

Use the Exclude Asset Usage section of the Edit Properties dialog to set the availability of a shared asset in the Home portal or a portal.

To set the availability of a shared asset:

  1. Navigate to the Shared Assets page.

    For more information, see Section 59.2, "Accessing Shared Assets."

  2. Click the type of asset that you want to edit, for example, Page Templates.

  3. Select the asset that you want to edit.

  4. From the Actions menu, select Edit Properties.

    Figure 59-3 The Exclude Asset Usage Section of the Edit Properties Dialog

    Description of Figure 59-3 follows
    Description of "Figure 59-3 The Exclude Asset Usage Section of the Edit Properties Dialog"

  5. In the Edit Properties dialog, under the Exclude Asset Usage section:

    • For the Exclude From Home Portal check box:

      • Select to hide the asset on the Assets page of the Home portal

      • Deselect to show the asset on the Assets page of the Home portal

    • For Exclude From Portal(s), select:

      • Include in All Portals to make the asset available on the Assets page of all portals.

      • Exclude from All Portals to exclude the asset from being listed on the Assets page of all portals.

      • Exclude from Selected Portals to specify the portals on whose Assets page the asset will not be listed.

        When you select this option, an Add/Choose link appears. Click this link to display the Add Portal dialog where you can select the portals from which to exclude the asset. Click OK when you are done selecting portals.

        A list of the selected portals is displayed in the Edit Properties dialog.

  6. Click OK.

59.7 Working with Shared Assets in JDeveloper

You may find that you want to edit your assets beyond the capabilities of the browser-based interface offered by WebCenter Portal. To this end, WebCenter Portal provides you with the ability to download shared assets and import them into an IDE, such as JDeveloper, for further enhancement. You can then upload these edited assets back into WebCenter Portal. This process is sometimes referred to as round-trip development.

For more information, see the "Working with WebCenter Portal Resources" section in Oracle Fusion Middleware Developing Portals with Oracle WebCenter Portal and Oracle JDeveloper.

Note:

In JDeveloper, assets are referred to as portal resources.

Mostly, working with shared assets inJDeveloper follows the same procedure as working with portal assets. For more information, see Section 20.6, "Working with Portal Assets in JDeveloper."