5 Editing a Portal
This chapter includes the following topics:
Permissions
To perform the tasks in this chapter, you must be a portal manager or a portal member with the permission Basic Services: Edit Page Access, Structure, and Content (standard permissions) or Pages: Create, Edit, and Delete Pages (advanced permissions).
Note that a user with a role that grants them permissions to create, edit, or publish a portal page, or even manage a portal, is not automatically allowed to view the portal. To view a portal, a user must be explicitly granted the portal-level permission Basic Services: View Pages and Content (standard permissions) or Pages: View Pages (advanced permissions).
For more information about permissions, see About Roles and Permissions for a Portal.
5.1 Opening the Portal Editor
You can open the portal editor in any of the following ways:
From the portal browser. Locate the portal you want to edit, then click
to display the portal actions menu and select Edit to open it in the portal editor (Figure 5-1). This link is shown only if you are the portal manager or member with editing permissions in the portal. To edit a page, select the page in the navigation pane, and click Edit Page.From portal administration. From any portal administration page, click the Edit Portal icon (Figure 5-2) in the left pane to open the portal editor.
Figure 5-2 Edit Portal Icon
From the portal viewer. When viewing a portal, click the Actions icon
in the floating toolbar and select Edit Portal (Figure 5-3). This selection is shown only if you are the portal manager or member with editing permissions in the portal. To edit a page, select the page in the navigation pane, and click Edit Page.Tip:
The keyboard shortcut to go to the portal editor when viewing a portal is Ctrl+Shift+E. In the portal editor, you can press Ctrl+Shift+E to return to view mode.
From the Portals page in WebCenter Portal administration. Locate the portal you want to edit, then click the Edit link for the portal (Figure 5-4). This link is shown only if you are the portal manager or member with editing permissions in the portal.
Figure 5-4 Accessing Portal Editor from Portals Administration Page
Description of "Figure 5-4 Accessing Portal Editor from Portals Administration Page"From Page Information view. When managing a page (Summary, Parameters, Source, Security, or Advanced tabs), select Edit beneath the page name to open the portal editor, where you can edit the page in the page editor.
5.2 Working with Pages in the Portal Editor
Permissions
To work with pages in the portal editor, you must be a portal manager or a portal member with the permission Basic Services: Edit Page Access, Structure, and Content (standard permissions) or Pages: Create, Edit, and Delete Pages (advanced permissions). Users with this permission can edit pages, revise page properties, add page content, and delete pages from a portal. This includes delegated administration to override the page security and grant other users permissions to create subpages, edit the page, and so on, overriding any permission limits of user roles.
For more information about permissions, see About Roles and Permissions for a Portal.
In the portal editor (Figure 5-5), you can select existing pages, subpages, or page variants in the left navigation pane to edit or manage them, or you can create new navigation items. You can also modify the portal navigation, and preview the page in the viewport for different devices. To hide or show the left navigation pane, click the Pages icon.
To create and edit pages, subpages, page variants, or modify the portal navigation, see Creating, Editing, and Publishing a Portal Page.
To manage the current page or navigation item, see Managing a Portal Page.
5.3 Customizing Portal Navigation
You can add both pages and non-page navigation items to the navigation for a portal, and remove any items you no longer wish to expose in the portal navigation. Mostly, the navigation will provide links to portal pages, but it can also include items such as documents, external web sites, portlets, and task flows
This section includes the following topics:
5.3.1 Editing Portal Navigation
To edit a portal's navigation:
Open the portal editor (see Opening the Portal Editor).
To add an item to the portal navigation, refer to the steps for the type of item that you want to add:
To add non-page items to the portal navigation, see Adding Items to the Portal Navigation.
To add an existing portal page to the portal navigation, see Adding an Existing Page to the Portal Navigation.
To create and add a new page or subpage, see Creating Pages or Subpages in a Portal.
To create and add a new page variant (for device groups) to the portal navigation, see Creating a Page Variant for a Device Group.
To edit the properties of an existing item:
For pages, click the Actions icon (
), and select Page Information. Edit the item properties as desired.
For more information, see Setting Properties for a Portal Navigation Item.
Click Save.
To change the order of an item in the navigation, either drag the item to a new position in the navigation, or click its Actions icon (
) and select Move Up or Move Down.To change the item hierarchy, click its Actions icon (
) and select Indent to make it a child of the item above it, or select Outdent to move it to a higher level in the navigation hierarchy.Note:
You cannot indent a page if it is the only page or the only visible top level page in the portal.
To copy an existing item, click its Actions icon (
) and select Copy.A copy of the item is added to the portal navigation as the last item at the same level as the original item in the navigation hierarchy. You can edit the new item and change its properties, as described in Setting Properties for a Portal Navigation Item.
To hide an item from the portal navigation, without deleting it:
For pages, see Showing or Hiding a Page in the Portal Navigation.
For non-page navigation items, deselect the Visible property, as described in Setting Properties for a Portal Navigation Item.
To delete an existing navigation item, click its Actions icon (
) and select Delete.In the Delete dialog, click Delete to confirm that you want to delete the item from the portal navigation.
Note:
If you delete an item from a portal navigation in the portal editor, you are also deleting the item itself.
5.3.2 Adding Items to the Portal Navigation
You can add several different types of item to a portal's navigation. Mostly, portal navigation provides links to portal pages, but it can also include documents, external web sites, portlets, and task flows.
Note:
If the portal navigation includes many nodes, depending on the page template used for your portal, there may be more nodes than fit in the area of the page template used for navigation. In this case, a >> icon provides access to a drop-down list of the remaining nodes. However, if this drop-down list is longer than the available screen size, you will not be able to access the nodes at the end of the list. For example, this situation may arise if you are using a page template where the navigation is displayed in a bar along the top of the page.
To work around this issue, consider using a different page template that displays navigation down the side of the page. Alternatively, you can use folders in your portal navigation to group similar nodes together and reduce the number of nodes displayed at any one level of the portal navigation.
To add items to the portal navigation:
- Select an existing navigation item, then click its Actions icon () and select Add to add a new item immediately below it (Figure 5-6).
Figure 5-6 Adding a Navigation Item
5.3.3 Adding an Existing Page to the Portal Navigation
When you create new pages, they are added to the portal navigation as follows:
If you create pages or subpages during portal creation (see Creating Pages When Creating a New Portal), they are immediately added to the portal navigation and are visible to others who view the portal.
If you create a new page or subpage while editing a portal (see Creating a Page or Subpage When Editing a Portal) when page drafts are enabled in portal administration, the new page is initially a page draft and not immediately available when viewing the portal. If page drafts are not enabled, then the new page is immediately added to the portal navigation and is visible to others who view the portal.
If you create a page while viewing a portal (see Creating a Page When Viewing a Portal), the new page is immediately added to the portal navigation and is visible to others who view the portal
In all cases, users with appropriate permissions can edit or manage the page as required. Changes made to the page are saved as a page draft and are not immediately available when viewing the portal. To make updates available to others who view the portal, you must publish the page (see Publishing a Portal Page).
To expose a page that is not shown in the portal navigation, such as a system page (tool console), a page in the Home portal, or a page previously removed from the portal navigation:
- Select the navigation item immediately above the location where you want to add the page, then click its Actions icon () and select Add, then Page Link.
Note:
For information about creating a new page, subpage, or page variant (for device groups), see Creating, Editing, and Publishing a Portal Page. To add other items in the Add list to the portal navigation, see Adding Items to the Portal Navigation.
Figure 5-7 Adding Existing Page to Portal Navigation (in Portal Editor)
Description of "Figure 5-7 Adding Existing Page to Portal Navigation (in Portal Editor)" - In the Pages dialog (Figure 5-8), select the page you want to add to the page navigation for the portal, and click Select.
The page you selected is added to the portal navigation. You can now manage the page as described in the sections of this chapter. For example, you may wish to adjust the order and hierarchy in the portal navigation.
5.3.4 Setting Properties for a Portal Navigation Item
You can specify various properties and display options for non-page navigation items (including page links) to determine their appearance and behavior when the portal navigation is rendered. The options available depend on the type of item.
See Also:
To set properties on page navigation items, see Setting Navigation Properties and Display Options for a Page.
To set properties for a non-page portal navigation item:
- On the Target tab, enter or modify properties for the item. Table 5-1 lists the properties available for the different navigation item types.
Tip:
Click the
icon next to a property field to select and open the Expression Language (EL) Editor. If you need EL assistance, an application developer can provide an EL expression; see Expression Language Expressions in Developing WebCenter Portal
Assets and Custom Components with Oracle JDeveloper.Table 5-1 Properties for Specific Portal Navigation Items
Property Applies to Description ID
All item types
Enter a unique ID for the item.
This property is automatically populated with a generated ID, for example,
newcontentlink. but as it is used to create the URL to access the node in the portal navigation, you may want to change it to something more descriptive.The ID must be unique within the portal navigation. The first character must be either an uppercase or lowercase letter or the underscore character (
_). Subsequent characters can be any alphanumeric character or a dash (-), period (.), or underscore (_).If the item is at the top level of the portal navigation, the ID must not be
wc_navtitleorwcnav_externalId. These IDs are reserved.Name
All item types
Enter a name to display for the item in the portal navigation.
Description
All item types
Enter a brief description of the item.
Visible
All item types
Select to display a node for this item when the portal navigation is displayed on a page.
Alternatively, you can specify an EL expression to determine under which conditions the item is included in the navigation. For example, to specify that the item should be visible only to users with the
Managerrole, use the following EL expression:#{WCSecurityContext.userInScopedRole[Manager]}If you need EL assistance, an application developer can provide an EL expression; see Expression Language Expressions in Developing WebCenter Portal Assets and Custom Components with Oracle JDeveloper.
Path
Content Item
Link
Page Link
Enter an external URL, or click the search icon to select a target resource to include in the portal navigation.
Note: In the Select dialog, the Select button becomes active only when you select an item that can be included in the portal navigation.
Content Presenter Template
Content Item
Select the Content Presenter display template to use to render the document when it is selected in the navigation.
For more information about Content Presenter, see Publishing Content Using Content Presenter.
Hide Top-Level Folder
Content Query
Pages Query
Select to display the results of the query or reference directly rather than displaying them under a folder.
Page Template
Content Item
Link
Page Link
Pages Query
Select the page template to use to display the item when it is selected in the portal navigation.
Select [system default] to use the portal or application default page template.
Query String
Content Query
Enter the query criteria to identify the content to include in the portal navigation, for example:
SELECT * FROM cmis:document WHERE cmis:name LIKE 'Foo%'
For more information about how to format the query and for more examples, see Content Management REST API in Developing WebCenter Portal Assets and Custom Components with Oracle JDeveloper.
Find Pages in
Pages Query
Select:
Home Portal to include the Home portal and all its pages in the portal navigation.
Portal to add the Home page of a specific portal and all its other pages to the portal navigation.
Leave blank to specify the current portal, enter the name of a different portal, or click the Select Portal icon to select from all available portals. In the Select Portal dialog, you can filter the list of portals to those that you have joined, those that you moderate, or those that are public.
Path to add a specific page and all its subpages to the portal navigation.
Enter the path of the page, or click the Select Page icon to select from all available pages.
Page Style
Pages Query
Select the style of page to include in the portal navigation. For example, select Wiki to add only pages that use the Wiki page style to the portal navigation.
Select [system default] to display all pages, regardless of style.
Excluded Page Styles
Pages Query
Enter the paths of one or more page styles, separated by commas or spaces, to exclude from the page query. For example:
/oracle/webcenter/siteresources/scopedMD/s8bba98ff_4cbb_40b8_beee_296c916a23ed/ pageStyle/gsr1b60e8a7_2e23_48ff_9571_31ede592de1a/TemplateWiki.jspx, /oracle/webcenter/siteresources/scopedMD/s8bba98ff_4cbb_40b8_beee_296c916a23ed/ pageStyle/gsr1b60e8a7_2e23_48ff_9571_31ede592de1b/TemplateBlog.jspx
Tip: You can find the path of a page style by selecting it on the Assets page and choosing Show Properties from the Actions menu.
Visibility
Pages Query
Select:
Show all items to expose in the portal navigation every page in the results of the query, regardless of their individual Visibility property setting.
Show only visible items to filter the results of the query to expose in the portal navigation only those pages whose individual Visibility property is selected.
Show all but visible items to filter the results to the query to expose in the portal navigation only those pages whose individual Visibility property is deselected.