Create Portal Wizard

WARNING:

  • If you are using Internet Explorer, turn off Compatibility Mode before trying to use WebCenter Portal to create a new portal. In Internet Explorer, from the Tools menu, select Compatibility View Settings. In the Compatibility View Settings dialog, deselect all the options, and click Close.

  • WebCenter Portal supports only single browser tab or window viewing. It doesn’t function properly if you try to view WebCenter Portal in multiple browser tabs or windows simultaneously.

To create a new portal:

  1. Select a Portal Template. Explore the portal templates available to you to use as the basis for your new portal. There is one built-in portal template, named Portal.

    Note:

    • A custom portal template may include preseeded data, such as documents, lists, member information (including roles), pages, or assets. When you select such a template, the new portal includes all the preseeded data.

    • If the template you select is made private by another user after you select it, but before you have completed creating the portal, the template becomes invalid for your use and an error occurs.

  2. Select a portal template to display its details in the portal specification screen.

    To browse and select a different portal template, click the left and right arrows to scroll through available templates, or click Template Gallery to return to the full gallery display of all portal templates.

  3. Title and Description. Modify the default portal title if desired and, optionally, enter a description and keywords for the portal.

    The title that you enter here is the display name that displays at the top of the portal and other places where portals are available for selection, such as the Portals menu and portal browser. Portal titles can contain alphanumeric characters, underscores, spaces, multibyte characters, and special characters such as & and #. The maximum allowable length is 200 characters. The following reserved keywords are not allowed as the full portal name either in upper or lowercase, 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. For example, the Title My Mega-Portal generates the internal name MyMegaPortal. The URL to this portal is http://host:port/webcenter/portal/MyMegaPortal.

  4. Keywords. Enter any keywords related to the content of the portal to make it more easily discoverable in search results. Keywords are individual words. To enter multiple keywords at once, separate them with a space. Press Enter to save your keywords.

    To remove an existing keyword, click the Delete icon on the keyword.

  5. URL. Modify the default URL for the portal if desired. The internal name of the portal is derived from this field.
  6. Choose an access level for the portal:
    • Public (default): Anyone can visit the portal, whether they are a registered WebCenter Portal user or not. When this setting is selected, the Public-User role in the portal is automatically granted View Pages and Content permission in the portal, which allows public users to view pages, lists, events, links, and notes. To allow public users to view documents, you need to grant these permissions. Public users do not have edit, create, or manage permissions in the portal.

    • Private: To access the portal, membership is required (either through invitation or self-registration if enabled). The portal will be shown in the list of available portals in the portal browser and will appear in search results.

      Note:

      The Administrator role provides a user with administrative permissions in a private portal (such as managing membership), but does not allow access to a private portal’s page contents.
    • Hidden: To access the portal, membership is required (through invitation). The portal will not be shown in the list of available portals in the portal browser and will not appear in search results.

      Members can access the portal through direct URL.

      Note:

      Hidden portals can be viewed through WebCenter Portal administration on the All Portals page by users with the permission Portal Server-Manage Configuration or Portals-Manage Security and Configuration, such as a system administrator. While these users can manage the portal (change settings and membership), they cannot see the portal pages and content unless they are a portal member.

    Note:

    The selected access level overrides the access level specified by the portal template that you selected. For example, if you select a portal template that specifies Public access, then select an access level of Private for the new portal, the portal is private. No public metadata is copied from the portal template, and public users have no access to the portal. Similarly, when you select a portal template that is Private or Hidden, then select Public for the new portal, public users can visit the portal.

  7. Pages. Click to view the page tree for the new portal.

    Note:

    By default, all new portals have a Home page. The built-in Blank page style is applied to the Home page. It is not possible to change a page style for a page after creating the page, but you can create a new Home page in the portal editor to replace the default Home page, selecting a new page style. The portal template you select may also include additional built-in system pages, which you will see listed under Pages.

  8. If shown, use the Add More Pages input area to create pages for the new portal. Pages created in this way are immediately available in your portal upon creation.
  9. Click Create Portal.
  10. To view and work with your new portal in the portal browser, click the Back to Portals icon at the top left of the window.

    By default, your new portal displays in the portal browser as a color tile, overlaid with the portal name and an acronym depicting the first two letters of the portal name. The color is randomly assigned.