Publishing Navigation Collections

Important! Standard navigation pages (DFANs), custom navigation pages (CFANs), SmartNavigation, and other forms of classic navigation are no longer supported. The default navigational interface for PeopleSoft applications in the current release is based on the fluid banner, which can be used for both classic and fluid applications. For information on working with the fluid user interface, see Working with Fluid Pages and Controls. However, navigation collections published as pagelets and used on classic WorkCenters, but not on classic homepages, remain a supported navigation mechanism.

This section discusses how to publish navigation collections.

Access the Publish Collection page. (Select PeopleTools > Portal > Portal Utilities > Navigation Collections > Publish Collection.)

Image: Publish Collection page

This example illustrates the fields and controls on the Publish Collection page. You can find definitions for the fields and controls later on this page.

Publish Collection page

Field or Control

Definition
Name

Displays the name of the navigation collection defined on the navigation collection page.

Publishing Options

Field or Control

Definition
Navigation Pagelet

Select to publish the navigation collection as a navigation pagelet, which can be added to a user's homepage tab.
Security Access

Select one of these values:

Public Access: Select to give all users access to the pagelet. This option is selected by default.

Allow Collection Sync (allow collection synchronization): Select to make the pagelet eligible for processing by the Sync Collection Security process.

Do Not Allow Collection Sync (do not allow collection synchronization): Select if you do not want the pagelet security to be updated by the Sync Collection Security process. Select this option to ensure that security that you manually define for the pagelet cannot be overridden by the process.

See Understanding Portal Utility Processes.
Enable Caching

Select to have role-based caching enabled for this published pagelet. Selecting this option adds portal caching attributes to the published navigation pagelet.

See Understanding Portal Caching.
Pagelet Category

Select the category in which you want the navigation pagelet to appear for selection on the Personalize Content page.

Available pagelet categories are defined in the Structure and Content component. Select the Portal Objects folder link, then select the Pagelets folder link. Select the Add Folder link to add a pagelet category folder.

See Managing Portal Objects.
Structure and Content

Select to access the Content Ref Administration page, where you can access details about the content reference created for the navigation pagelet publication. For example, you can check the results of the Sync Collection Security (synchronize collection security) Application Engine process (PTPP_SCSYNC) and change content reference label text or manually update the security.

See Understanding Portal Utility Processes, Administering Content References.
Navigation Page

Select to publish the navigation collection as a navigation page, which can be accessed from the menu.
Security Access

Select one of these values:

Public Access: Select to give all users access to the page. This option is selected by default.

Allow Collection Sync (allow collection synchronization:. Select to make the page eligible for processing by the Sync Collection Security process.

Do Not Allow Collection Sync (do not allow collection synchronization): Select if you do not want the page security updated by the Sync Collection Security process. Select this option to ensure that any security that you manually define for the page is not overridden by the process.

See Understanding Portal Utility Processes.
Enable Caching

Select to have role-based caching enabled for this published page. Selecting this option adds portal caching attributes to the published navigation page.

See Understanding Portal Caching.
Move

Click to access the Select Source Folder page, where you can select the parent folder in which you want the navigation page to appear in the left navigation menu.

See Selecting a Source Folder.
Structure and Content

Select to access the Content Ref Administration page, where you can access details about the content reference created for the navigation page publication. For example, you can check the results of the Sync Collection Security process and change navigation page label text.

See Understanding Portal Utility Processes, Administering Content References.

Navigation collections can be published directly as navigation pagelets, as Pagelet Wizard pagelets, or both. Because Pagelet Wizard provides many options for controlling the look of the pagelet, Oracle recommends that you use Pagelet Wizard to publish pagelets from navigation collections. Some of the publishing options available through Pagelet Wizard but not when directly publishing the pagelet include:

  • At step 3, designating the pagelet as configurable (administrators), personalizable (users), or both.

  • At step 4, indicating that you intend to use a custom XSL template for transforming the output format for the pagelet.

  • At step 5:

    • Specifying a custom XSL template.

    • Displaying or hiding the top level title, description, or both.

    • Displaying or hiding folder descriptions.

    • Specifying the image type for folders.

    • Specifying the list type for links.

    • Adding pagelet headers and footers.

  • At step 6:

    • Indicating whether the pagelet will be published as a homepage pagelet, template pagelet, embedded pagelet, or marked for WSRP production.

    • Displaying or hiding the pagelet title bar and borders.