Create Portal Template

You cannot modify the built-in portal template, but any user with Portal Templates: Create Portal Templates permission can create new portal templates for use by all users to create portals. This permission is granted to the Authenticated User role by default.

To create a new portal template, you start by creating a portal based on an existing template, and customize it according to your requirements. Then, you can create a new portal template based on the customized portal that you have developed. During the creation of a portal template, you can select to inherit the documents, lists, member information, roles, or pages from the source portal. The security settings, including Advanced Permissions (if applicable), for the source portal are also copied by the template.

Users with the default permissions of the Application Specialist role (or any user with Portal Templates: Manage All permission) can publish any portal template for others to use; otherwise, it remains private and hidden from others.

Note:

The Portal Creator role does not have default permissions to create or manage portal templates.

To create a portal template:

1. In the Setup step, enter a suitable Portal Template Name and (optionally) Description. Enter a name that describes the portal template and other WebCenter Portal users will recognize. You can later rename the template as desired.

   Portal template names can contain only alphanumeric characters and underscores (spaces and special characters, such as & and #, are not allowed). The maximum allowable length is 200 characters. The following reserved keywords are not allowed as the full portal template name in either upper or lower case, or a combination of both—admin, builder, group, groups, home, last, page, pages, my portals, my spaces, portal, portals, space, spaces, system, webcenter, webcenter administration, WebCenter Portal, webcenter portals, webcenter space, webcenter spaces. These reserved words are allowable as part of a longer name (for example, Sales Group).

   Note:

   WebCenter Portal removes any unsupported special characters (such as -) and character spaces in the display name specified here to derive the initial internal name for the portal template. For example, a display name My Mega-Template generates the internal name MyMegaTemplate.

2. From the Category list, select a category under which to list the portal template when creating a portal, or leave as <None> if no category is suitable, then click Next.

   In the portal creation wizard, the portal template will be listed under the selected category heading, or under More... if you do not select a category.

3. In the Portals step, select a portal from the list (which displays portals that you created or have permissions to manage) to use as the basis for your new portal template, then click Next.
4. In the Content step, select the services that contain data that you want the portal template to inherit from the parent portal.

   Note:

   • The security settings of all pages in the new portal template default to Inherit Parent Security so that the pages in all portals created from the portal template initially inherit access settings from the permissions established for the portal.

   • List definitions are always copied; checking Lists in this step specifies that you want to copy the list data, too.

   • By default, all portal assets are copied. If you do not want your template to inherit all portal assets, you can later edit the portal template to remove individual assets (such as task flows or data controls) that you do not want to include.

   • If you select Members Info, the Roles Info option is also selected. By selecting Members Info, you are copying the portal members and custom roles from the portal you selected as the basis for the new template into the new template that you are creating.

   • If you select Roles Info and do not select Members Info, you are copying only the roles into your new template. Only the custom roles that are included in the portal you selected as the basis for the new template are copied into the new template.

   • If Advanced Permissions has been specified in the portal that is used to create a new portal template and you select both Members Info (and by default Roles Info) or only Roles Info when creating the portal template, then the specified advanced permissions are included in the portal template (and subsequently in a portal that is created using the template).

   • If custom page permissions are specified for roles or individual users in a portal that is later used to create a new portal template, then only the custom page permissions specified for the roles (not individual users) are included in the portal template (and subsequently in a portal that is created using the portal template).

5. Click Create.

   • The new portal template displays on your Portal Templates page in the Home portal and on the Portal Templates page in WebCenter Portal administration.

   • By default, the template is private, which means that other users will not see it on their Portal Templates page in the Home portal, and it is not available for selection when they create a new portal.

   • Users granted the Portal Templates: Manage All permission can manage all portal templates and make them public.