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
-
Click Import in the toolbar.
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In the Import Portal Templates pane, click the Help icon for assistance.
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Select the portal template to export by highlighting the row in the table.
Ctrl+click rows to select more than one template.
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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.
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:
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:
Portal Templates: Renaming a Template
To rename a portal template:
- Click in the row of the portal template.
- From the Actions menu, select Rename Portal Template Display Name to open the Rename Portal Template Display Name dialog.
- In the Display Name field, enter a new name for the portal template.
- Optionally, enter a Description.
- 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:
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:
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:
- Click in the row of the portal template.
- From the Actions menu, select Delete Portal Template.
- In the confirmation prompt, click Delete.