Setting Up Related Content

Configuring related content is a common task. You use the same PeopleTools pages and methodologies as on any other PeopleSoft application system. However, with unified navigation, you have additional options for defining remote resources as related content as well as configuring related content for content references on content provider systems.

Once unified navigation has been configured to incorporate one or more content provider systems, you have expanded options for configuring related content including:

  • Creating related content services in the designated portal system using the either local or remote content references.

  • Creating related content services in the content provider system using content references local to that system.

  • Assigning local (to the portal system) or remote content references (from a content provider system) as related content services (or related actions) to content references on the portal system.

  • Assigning local (to the content provider system) or remote content references (from a different content provider system) as related content services (or related actions) to content references on the content provider system.

    For example, this would allow you to assign the content reference for employee expenses from PeopleSoft FSCM to the content reference for employee information from PeopleSoft HCM.

This section provides high-level procedures for how to:

  • Create related content service definitions.

  • Configure related content for application pages on the portal system.

  • Configure related content for application pages on a content provider system.

Creating Related Content Service Definitions

Creating a related content service within any system uses standard Related Content Framework pages delivered in PeopleTools. However, you can begin from the Configure Unified Navigation center as documented here:

  1. Select PeopleTools > Portal > Configure Unified Navigation.

  2. In the Configure Unified Navigation center, expand the Related Content Setup section.

  3. To create a service on the portal system, click the Local Portal System link.

  4. Click the Create a New Related Content Service link.

  5. Add a new value.

    The Define Related Content Service page is displayed.

  6. Define the related content service:

    • For a service on the portal system, you can base the service on a local resource or on a content reference from a content provider system.

    • For a service on a content provider system, you can base the service on a resource local to that content provider system.

Configuring Related Content for Application Pages on the Portal System

Configuring related content within the portal system uses standard Related Content Framework pages delivered in PeopleTools. However, you can begin from the Configure Unified Navigation center as documented here:

  1. Select PeopleTools > Portal > Configure Unified Navigation.

  2. In the Configure Unified Navigation center, expand the Related Content Setup section.

  3. To assign related content on the portal system, click the Local Portal System link.

  4. Click the Assign Related Content to Application Pages link.

    The Select a Content Reference page is displayed.

  5. Browse the menu structure and select a content reference on the portal system.

    The Assign Related Content page is displayed.

  6. Assign one of the following service types from the following sources:

    • Content reference – From the portal system or from a content provider system.

    • Pagelet – From the portal system.

    • Service – From the portal system.

Configuring Related Content for Application Pages on a Content Provider System

Configuring related content on the content provider system also uses standard Related Content Framework pages delivered in PeopleTools. However, you can begin from the Configure Unified Navigation center as documented here:

  1. Sign on to the content provider system directly.

  2. Select PeopleTools > Portal > Configure Unified Navigation.

  3. In the Configure Unified Navigation center, expand the Related Content Setup section.

  4. To assign related content on the content provider system, click the Local Portal System link.

  5. Click the Assign Related Content to Application Pages link.

    The Select a Content Reference page is displayed.

  6. Browse the menu structure and select a content reference on the content provider system.

    The Assign Related Content page is displayed.

  7. Assign one of the following service types from the following sources:

    • Content reference – From the content provider system or from a different remote content provider system.

    • Pagelet – From the content provider system or from a different remote content provider system.

    • Service – From the content provider system.