Portal Editor

Use the portal editor to:

  • Create pages, subpages, and other navigation items in the current portal, adding them to the portal navigation.

  • Edit pages in the Page Editor to revise the layout and content of portal pages, and wire parameters, pages, task flows, and portlets to each other.

  • Manage portal pages and other items in the portal navigation on the Page Information tabs, including viewing and modifying page information, adding and deleting parameters, viewing page source code, establishing page security, and specifying additional navigation options.

Element Description

Back to All Portals icon Back to All Portals

Click to return to the portal browser.

Pages icon Pages

Click to show or hide the pages navigation pane.

Drafts icon Drafts

Click to open the Publish Pages dialog to publish page drafts for others to view. More

Security icon Security

Click to open portal administration security settings, where you can set access level, define roles and permissions, and manage membership. More

General icon General

Click to open the portal administration general settings, where you can modify the title (name) and description, and perform general actions on the portal, such as closing the portal, adding RSS feeds, or deleting the portal. More

Settings icon Settings

Click to open the portal administration settings where you can define the look and feel of the portal. More

Assets icon Assets

Click to open the portal administration assets settings, where you can manage portal assets such as page templates, resource catalogs, skins, and more. More

Device Settings icon Device Settings

Click to open the portal administration device settings, where you can manage devices and device groups in a device-enabled portal. More

Tools and Services icon Tools and Services

Click to open the portal administration tools and services settings, where you can enable and disable tools and services operating in the portal, such as Documents, Events, and Lists. More

Deploy icon Deploy

(Portal Server: Deploy permission only) Click to open the portal administration deployment page, where you can deploy the portal to a target server. Note that you will only this icon if you have a role that has Portal Server: Deploy permissions. More

Name or description field

Enter a string to filter the selection list by navigation items whose name or description matches the string.

Refresh icon Refresh

Click to refresh the portal navigation list when viewing all items.

Show/Hide Catalog icon Show/Hide Catalog

Click to open or close the resource catalog.

Navigation Pane

Add, move, and manage pages and other items in the portal navigation.

  • Click a page name to either display the page in the Page Editor or display the page Page Information.

  • Click non-page item names to displays the item Page Information.

  • Click the Actions icon Actions icon for any item, and select available actions:

page menu icon

Page Information or Edit

(Pages only) Depending on the current view, click:

Actions icon

Add icon Add

Click to select from the menu any of the following items to add to the portal navigation:

  • New Page to add a new page, specifying a page style and title. More

  • New Subpage to add a new subpage of the currently selected page, specifying a page style and title. More

  • New Page Variant to add a variant of the currently selected page that displays for device groups. More

  • Page Link to add an existing page. More

  • Content Item to add a document.

  • Content Query to add a collection of documents that meet specific query criteria.

  • Link to add a link to a web page, portal page, portlet, task flow, or external application.

  • Pages Query to add a list of pages.

  • Portal Query to add a link to another portal on the Portal Server.

  • Folder to add a folder to the portal navigation.

  • Separator to add a separator to the portal navigation.

Actions icon

Copy

Click to copy the page, creating a new page, added to the portal navigation with the same name followed by copy. More

Actions icon

Delete icon Delete

Click to delete the page and its subpages. More

Actions icon

Move Up icon Move Up

Move Down iconMove Down

Click to move the selected item up or down in the navigation. More

Actions icon

Indent icon Indent

Outdent icon Outdent

Click to change the hierarchy of the selected item. More

page menu icon

Save As Page Style

Click to save the page as a new page style or to replace an existing custom page style. More

page menu icon

Refresh from Page Style

Click to refresh the page to show changes made to its page style. More