Portal Templates (in WebCenter Portal Administration)

Use the Portal Templates page in WebCenter Portal administration to manage every portal template in WebCenter Portal. With the default permissions of the Application Specialist role, or the Portal Templates: Manage All permission, you can create, rename, set access to, delete, publish, hide, and import or export portal templates.

Users with the Portal Templates: Create Portal Templates permission can create, rename, set access to, and delete their own portal templates on the Portal Templates page in either the Home portal or WebCenter Portal administration. This permission does not allow users to import, export, or publish portal templates.

Portal Templates: Importing and Exporting Templates

To import a portal template:

1. Click Import in the toolbar.

2. In the Import Portal Templates pane, click the Help icon for assistance.

To export a portal template:

1. Select the portal template to export by highlighting the row in the table.

   Ctrl+click rows to select more than one template.

2. In the Export Portal Templates pane, click the Help icon for assistance.

Portal Templates: Creating a New 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. Click Create to open the Create dialog.

   Note:

   There must be at least one portal available to use as the basis for the new portal template. Otherwise, Create is not active.

2. In the Create Portal Template dialog, click the Help icon for assistance.

Portal Templates: Viewing Information About a Template

Note:

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

To view information about a portal template:

1. Click in the row of the portal template that you want to learn about, then from the Actions menu, select About Portal Template.

   The About Portal Template dialog opens.

2. Explore the information in the About Portal Template dialog:

   • Name: Internal name of the portal template displayed in the portal URL. You cannot change the internal name of a portal template.

   • Display Name: Display name of the portal template. This name displays in places where the templates are available for selection, such as the Create a Portal dialog and the Portal Templates page. You cannot change the display name of the built-inportal template. To change the display name of a custom portal template that you create, see Renaming a Portal Template.

   • Internal ID: ID of the portal template, which other applications may use to reference this portal template.

   • Description: A description of the portal template, specified when creating the portal template. You cannot modify the description of a portal template unless you rename the template, where you can enter a new description in the Rename dialog.

   • Created By: User name of the portal template creator.

   • Date Created: Date and time that the portal template was created.

Portal Templates: Renaming a Template

To rename a portal template:

1. Click in the row of the portal template.
2. From the Actions menu, select Rename Portal Template Display Name to open the Rename Portal Template Display Name dialog.
3. In the Display Name field, enter a new name for the portal template.
4. Optionally, enter a Description.
5. Click OK.

Portal Templates: Setting Access to a Template

You can grant specific users and groups read-only or manage access to a portal template that you have permissions to manage.

To set up access to a portal template:

1. Click in the row of the portal template.
2. From the Actions menu, select Set Template Access to open the .Set Template Access dialog
3. In the Set Template Access dialog:

   • Click Add Users to open the Search Users dialog where you can select from a list of users or search for a user name.

   • Click Add Groups to open the Search Groups dialog where you can search for a user group.

4. For each user or user group listed in the Set Template Access dialog, specify which level of access to grant (one permission per user or user group):

   • Select the View check box to grant read-only access to the portal template.

   • Select the Manage check box to grant full access to rename, set access to, delete publish or hide the portal template.

5. Click OK.

Portal Templates: Publishing or Hiding a Template

When you create a portal template, it is private by default. This means that only you as the template creator can see the template on your personal Portal Templates page in the Home portal. To make the template available to users, you must publish it.

Note:

To publish or hide a portal template, you need the default permissions of the Application Specialist role, or the Portal Templates: Manage All permission. Note that the Portal Creator role does not have this permission by default. Users with the Portal Templates: Create Portal Templates permission can create, rename, set access to, and delete their own portal templates, but cannot publish a template.

To publish or hide portal templates:

1. Click in the row of the portal template to publish or hide.
2. From the Actions menu, select:

   • Make Public to publish the template to all WebCenter Portal users.

   • Remove Public Access to remove the template from the portal templates list in the Home portal for all users, except for the template creator and those users who have specifically been granted View or Manage access in the Set Template Access dialog.

3. In the confirmation prompt, confirm your selection.

   Note:

   If another user is in the process of creating a new portal, and you remove public access from the portal template selected for the portal before the user has completed creating the portal, the template becomes invalid for the portal and the user receives an error.

Portal Templates: Deleting a Template

Deleting a portal template does not affect the portals that were created using the portal template.

Note:

The built-in portal template cannot be deleted. However, users with the default permissions of the Application Specialist role, or the Portal Templates: Manage All permission, can hide the built-in portal template from everyone's view .

Deleting a portal template does not affect the portals that were created using the portal template.

To delete a portal template when it is no longer required:

1. Click in the row of the portal template.
2. From the Actions menu, select Delete Portal Template.
3. In the confirmation prompt, click Delete.