Defining Content References

Access the Content Ref Administration page (PeopleTools, and then Portal, and then Structure and Content. Navigate the portal registry hierarchy until you are in the parent folder for the content reference; then click the link for an existing content reference or click the Add Content Reference link.)

This example illustrates the fields and controls on the Content Ref Administration page. You can find definitions for the fields and controls later on this page.

Content Ref Administration page

Note:

Many of the fields described in this section appear only when you enter certain field values.

Many of these fields are similar to fields on the Folder Administration page.

When you save a content reference that points to a PeopleSoft component or script on the default local node, the security settings for the content reference are inherited automatically from the menu or script security settings. Any permission lists or roles that you enter on the Content Reference Security page before saving the content reference are deleted and replaced by those of the component or script. These new security settings are also propagated up the folder hierarchy. This ensures that the content reference is visible and all folders are viewable, enabling users to navigate to the component.

WARNING:

Do not add internal component-based PeopleSoft content references using the Content Ref Administration page. Use the registration wizard instead so that information is consistent between Application Designer and the portal. Any changes made to the menu definition in Application Designer and not made to the portal content reference definition break the content reference. The portal navigation system uses the portal registry, not the internal location of menu definitions in Application Designer.

See Application Designer Developer’s Guide: Understanding the Registration Wizard.

This table describes the fields that appear on the Content Ref Administration page:

Field or Control Description

Usage Type

Select from these usage types:

  • Fluid Homepage.

  • Frame template.

  • Homepage tab.

  • HTML template.

  • Inline frame template.

  • Pagelet.

    Important: The portal recognizes pagelets that are registered as portal objects in the Pagelets folder only. This restriction is not enforced by the portal registry; you can create a pagelet that is not recognized. The name that you specify for a new pagelet can consist of letters, digits, and underscores ( _ ). It cannot contain any spaces and cannot begin with a digit.

  • Section Template.

  • Target.

    This is the default value.

Based on the value that you select, the application shows, hides, disables, and enables the other fields on the page so that only the fields that are relevant to the usage type are available. For example, if you select a usage type of Pagelet, then Pagelet Attributes group box appears in which you can specify the default column, the refresh time, and other properties that apply specifically to pagelets.

For a typical PeopleSoft application page, set the usage type to Target (the default value) and the URL type to PeopleSoft Component. With a usage type of target, the content will populate the target area on the page.

Note: An additional group box titled Homepage tab attributes is displayed when either Fluid Homepage or Homepage tab is selected as the usage type. See Creating and Configuring Homepage Definitions for more information.

Storage Type

This field is enabled when you selected a usage type of Frame template or HTML template.

Select Local (in HTML Catalog) or the default value, Remote by URL.

HTML Area

This text area is enabled when you select a usage type of HTML template or Frame Template and Local (in HTML Catalog) as the storage type.

An HTML template uses the HTML that is entered into the HTML area of a content reference that is located in the Templates folder, which you find within the Portal Objects folder. Bind variables cannot be used within the HTML area. The HTML area includes any HTML that is required for the template itself, plus tags that specify the URLs for template pagelets.

Template Name

Select the template for this page. If you leave this field blank, the portal servlet automatically uses the default template of the node at runtime. The node default template is set up on the General Settings page. If a node default template has not been specified, it uses the portal default template.

No Template

Select this option to have the target content not wrapped with a portal template (by the psp servlet) at runtime. This option is selected automatically for certain types of fluid content; manually select it for all other types of fluid content. For classic content, it is typically not desirable to select this option.

When this check box is selected, the Template Name field is hidden.

Note: This option appears only for usage type of Target.

Fluid Mode

Manually select this option only for:

  • iScript based URLs.

  • Generic PeopleSoft URLs.

  • Remote component-based fluid content.

Note: This option appears only for usage type of Target.

Note: For local component-based fluid content, this setting is maintained on the component definition in Application Designer and appears as display-only here.

Display on Small Form Factor

Manually select this option only if this content reference has been designed to display and perform well on small form factor devices such as smart phones. If this option is deselected, any tile defined for this content reference will not be available on fluid homepages or fluid dashboards when the user is signed in on a small form factor device.

Note: This option appears only for usage type of Target.

Note: For local component-based fluid content, this setting is maintained on the component definition in Application Designer and appears as display-only here.

Create Content Reference Link

Click to create or edit a content reference link.

Add Content Reference

Click to add a content reference.

Test Content Reference

Click to test a content reference.

See Creating Related Links.

Hide from portal navigation

Select to hide the content reference from menu navigation.

Note: If this option is selected and then this content reference is added to a permission list, the permission list is not added to the parent folder. However, if the content reference is already added to a permission list and then this option is selected, the permission list is not removed from the parent folder.

Hide from MSF Navigation

MSF is not currently supported.

IWC Message Events

Click to access the Interwindow Communications page.

See Publishing and Subscribing to IWC Messages.

URL Information

The fields that appear in this group box are based on the selection that you make in the URL Type field.

Field or Control Description

Node Name

Specify the node that hosts this content reference. Enter LOCAL_NODE to associate the content reference with the default local node (as defined on the Node Definitions page).

Note: In a clustered environment, when the Usage Type is set to Pagelet, the node name should not be defined as LOCAL_NODE and must be set to the actual portal host node for the pagelet.

URL Type

Select from these URL types:

  • Non-PeopleSoft URL: Enter the URL in the Portal URL field that appears.

    This usage type can also be used in conjunction with a defined node. The result is the concatenation of the selected node's URI text and the portal URL that you entered.

  • PeopleSoft Component: The Component Parameters region appears. Select the menu name, market, and component name to use for this content reference.

  • PeopleSoft Generic URL: Enter the URL in the Portal URL field that appears.

    This usage type can also be used in conjunction with a defined node. The result is the concatenation of the selected node's URI text and the portal URL that you entered.

  • PeopleSoft Homepage Tab: No longer used. Do not select this option.

  • PeopleSoft Script: The iScript Parameters group box appears. Select the record (table) and field names, PeopleCode event name, and PeopleCode function name that specifies the iScript to use.

  • PeopleSoft Worklist URL: Enter the URL in the Portal URL field. Use the following format:

    w/WORKLIST?ICAction=ICViewWorklist&Menu=Worklist&Market=GBL&PanelGroupName=WORKLIST
  • Remote Portlet:This option is desupported. Do not select this option.

Note: The availability of these options depends on the selected usage type.

Additional Parameters

Enter query string parameters to be appended onto a PeopleSoft component or PeopleSoft script. For example, enter emplid=8001.

Pagelet Attributes

The Pagelet Attributes group box enables you to manage pagelet behavior and appearance.

See Using Attributes to Enhance Pagelets.

Content Reference Attributes

Content reference attributes provide a framework to specify and store free-form information about a content reference. For example, you can use content reference attributes to specify and store keywords, help information, related content properties, and related links for content references.

In addition, portal-aware applications can use content reference attribute information for application-specific processing. Portal-aware applications are those that:

  • Know about the portal registry and API.

  • Know how to get information from a content reference.

  • Contain code that can access the properties of content references and do something meaningful with the information.

Field or Control Description

Name

Enter an object name to identify the attribute programmatically. This name is not displayed to the user.

Note: The name can consist of letters, digits, and underscores ( _ ) only. It cannot contain any spaces and cannot begin with a digit.

Translate

Select to specify that the label and attribute values are translated.

Attribute Information

Click to create related links. You can create related links only after entering RELLINK in the Name field.

Label

Enter a descriptive name for the attribute to display to the user. The label is required only if Translate is selected.

Attribute value

Enter information about the attribute that the portal uses to apply the attribute to the content reference.

Links

This grid appears only if content reference links that connect to this content reference exist. Click Link Definition to view the definition of each listed content reference link.

Available Content Reference Attributes

This example illustrates the fields in the Content Reference Attributes group box using the KEYWORD attribute as an example.

Content Reference Attributes group box

This table describes the content reference attributes that your PeopleTools portal recognizes:

Content Reference Attribute Name Description

BANNERTILEHANDLER

Use this attribute to identify the custom application class implementation of PTNUI:Banner:BannerTile that applies to this contextual fluid dashboard.

See Configuring the Fluid Dashboard.

BCUPDATELABEL

Use this attribute to override the default label in the breadcrumbs.

See Overriding Default Breadcrumbs Using Content Reference Attributes.

BCUPDATETYPE

Use this attribute to override the default breadcrumb update behavior.

See Overriding Default Breadcrumbs Using Content Reference Attributes.

BGLOBALVALUES

Use this attribute to prevent pagelets from loading in parallel.

Pagelets with global variables should not be loaded in parallel; such pagelets must be loaded sequentially. When the parallelLoading web profile property is set to true, you must also add the BGLOBALVALUES content reference attribute to the content reference definition for each pagelet that includes global variables; set the BGLOBALVALUES attribute to true. Then, these pagelets will be loaded sequentially while all other pagelets will be loaded in parallel.

See Configuring Custom Properties.

KEYWORD

KEYWORD_CUST

Use these attributes to enter keywords or keyword phrases to be indexed by the PeopleSoft Search Framework as part of the PTPORTALREGISTRY (the menu) search index. Keywords can be used to add alternative search terms not found in the content reference label or description. Separate search keywords or phrases by commas. Select the Translate check box when using these attributes.

The example preceding this table illustrates the use of the KEYWORD attribute.

The KEYWORD attribute is reserved for use by PeopleSoft application development teams. The KEYWORD_CUST attribute is for use by customers.

See Search Technology: Working With the Portal Registry Search.

KEYWORD

KEYWORD_LNG

These attributes are added by the system when keywords are added to specific portal definitions such as classic WorkCenters, classic dashboards, and classic pagelet definitions. Then, the keywords are available on the Pagelet Search page. See Searching for and Importing Pagelets and Tiles.

Name of a default homepage object or image

Use this attribute to override a default HTML object or image used for homepage components, such as tabs and pagelets, by providing the name of an alternative HTML object or image.

Note: You can override only a specified set of homepage objects and images.

IMAGE_BIND_12 to IMAGE_BIND_26

Use these attributes (numbered from 12 to 26) to insert additional custom images on a homepage tab.

NAVNEWWIN

Use this attribute to specify that the component or page always opens in a new browser window.

Note: This attribute applies to links on navigation collection template pagelets that appear in the pagelet area of a WorkCenter page.

NAVTOPWIN

Use this attribute to specify that the component or page opens in the current browser window and replaces the current page completely.

Note: This option affects only the link behavior when it is rendered in a navigation collection template pagelet inside the pagelet area of a WorkCenter page.

PSCACHECONTROL

Use this attribute to implement caching for individual pagelets and targets based on user, role, or application.

PORTAL_BANNER_PGLT

Use this attribute to create a banner pagelet, which can appear at the top of a homepage or dashboard page and spans the width of the page.

Note: To use a pagelet as a banner pagelet, it has to be added to a homepage tab or dashboard page as a required-fixed pagelet in the first column.

See Maintaining Pagelet Branding Attributes.

PORTAL_ENCODING_OVERRIDE

Use this attribute to override the character set encoding that is used by the content reference.

PORTAL_HP_COMPONENT

Use this attribute to hide pagelet attributes such as the title bar, the borders, or both.

See Maintaining Pagelet Branding Attributes.

PSTIMEOUT

Use this attribute to specify how long the portal should wait for a pagelet to load before it considers the pagelet unavailable.

PT_PORTAL_PGLT_HDR_IMG

Use this attribute to add an icon to the header of the pagelet.

The attribute value should be the name of the image definition that is stored in the image catalog using Application Designer.

PTPPB_PAGELET_HELP_LINK

Use this attribute to specify a URL that you want to associate with the help link for a pagelet.

Note: This attribute takes priority over a PeopleSoft Help ID if both properties are set.

RCF_SERVICE_PARAMETER

Use this attribute to provide related content service parameters in name/label pairs for the content reference. The presence of this attribute changes the default behavior of component-based URLs and supplants all parameters with those that you enter in the Value field.

See Creating and Managing Related Content Service Definitions.

RELLINK

Use this attribute to create related links for the content reference.

TILEAPPFILTER

Use this attribute to specify a custom application class to hide or display this tile on fluid homepages and dashboards.

See Hiding or Displaying Tiles Using an Application Class.

TILEAPPFILTER_REFRESH

Use this attribute to re-evaluate the code configured with the TILEAPPFILTER attribute every time the homepage is opened (invalidating all homepages that are cached).

See Configuring Tiles for an Empty Section.

HIDE_IN_PERSONALIZE

Use this attribute to hide a tile on the Personalize Homepage page and to not list the tile on the Add Tile page.

Note: Use this attribute for a tile only within a section on a homepage or dashboard.

See Hiding Tiles in Sections on Homepage Personalization.

EMPTY_SECTION_TILE

Use this attribute to display the tile when no other tile is present in a section or the tiles' visibility in a section is controlled through PeopleCode.

Note: Use this attribute for a tile only within a section on a homepage or dashboard.

See Configuring Tiles for an Empty Section.

Content Reference Type Parameters

This table summarizes the valid combinations of usage type, storage type, and URL type or key HTML content supported for content references:

Usage Type Storage Type URL Type or Key HTML Content

Frame template

Remote by URL

PeopleSoft Script

Frame template

Remote by URL

Non-PeopleSoft URL

Frame template

Local (in HTML Catalog)

Target or IClientComponent element

Target

Remote by URL

PeopleSoft Component

HTML template

Local (in HTML Catalog)

Target, Pagelet, or Source element

HTML template

Remote by URL

PeopleSoft Script

HTML template

Remote by URL

Non-PeopleSoft URL

Homepage tab

Local (in HTML Catalog)

PeopleSoft Homepage tab

Inline Frame template

Local (in HTML Catalog)

Target or Pagelet component

Inline Frame template

Remote by URL

PeopleSoft Script

Inline Frame template

Remote by URL

Non-PeopleSoft URL

Pagelet

Remote by URL

Non-PeopleSoft URL

Pagelet

Remote by URL

PeopleSoft Component

Pagelet

Remote by URL

PeopleSoft Script

Pagelet

Remote by URL

PeopleSoft Generic URL

Pagelet

Remote by URL

PeopleSoft Worklist URL

Target

Remote by URL

PeopleSoft Generic URL

Target

Remote by URL

PeopleSoft Script

Target

Remote by URL

PeopleSoft Worklist URL

Target

Remote by URL

Non-PeopleSoft URL