Permissions:
To perform the tasks in this chapter, you must have the default permissions of the Authenticated-User
role, or the application-level permission Portal Templates: Create Portal Templates
. Note that the Portal Creator
role does not have this permission by default. Users with this 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.
With the default permissions of the Application Specialist
role, or the Portal Templates: Manage All
permission, you can manage all portal templates in WebCenter Portal on the Portal Templates page in WebCenter Portal administration. Create, rename, set access to, delete, publish, hide, and import or export portal templates. See Managing All Portal Templates.
Topics:
When you create a portal , you can base it on one of the built-in portal templates, your own custom portal template, or a published portal template created by others. Portal templates provide a consistent look and feel and an efficient way to get started in creating a portal that is configured as required for your specific needs.
A portal template may include custom attributes that can be set as needed during the creation of a new portal based on the template. For example, a portal template for product development team portals may provide an attribute that can be set to a specific product ID to populate the portal appropriately when it is created.
After you create a portal based on a particular portal template, you can modify the portal as desired, such as changing the page template and skin used by the portal, which affects the look and feel of the portal. In this way, your portal may evolve to look very different to the original portal template design. You can subsequently save such a portal as a new custom portal template if you wish to use it as the basis for new portals.
To learn more about portal templates, refer to the following sections:
About the Built-In Portal Template
WebCenter Portal provides a single built-in portal template that you can select when creating a new Portal.
Portal—Generic template for building a new portal, designed to accommodate the latest features of WebCenter Portal.
About Custom Portal Templates
You can create a custom portal template to allow users to quickly create new portals designed to solve a business process need.
A custom portal template may be simple, or may include robust functionality such as:
Preseeded data, such as discussions, documents, lists, member information (including roles), pages, or assets. When you select such a template to build a new portal, the new portal includes all the preseeded data.
Permissions, either simple permissions or advanced permissions, if advanced permissions are specified in the base portal from which the template is created.
Limited available page styles and resource catalogs in order to create a safe environment for users to build portals with little support. Such a portal template could even include necessary custom documentation and references.
If custom page permissions are specified for roles or individual users in a portal that is used to create a new portal template, then only the custom page permissions specified for the roles (not users) are included in the portal template (and subsequently in a portal that is created using the portal template).
Custom java code that executes when you select the template for a new portal. For example, custom code may include logic to automatically create a mailing list for a new portal. See Developing Shared Libraries in Oracle Fusion Middleware Developing WebCenter Portal Assets and Custom Components with Oracle JDeveloper.
WebCenter Portal provides a single built-in portal template that you can select when creating a new (see Creating a New Portal):
Portal—Generic template for building a new portal, designed to accommodate the latest features of WebCenter Portal.
You can create a custom portal template to allow users to quickly create new portals designed to solve a business process need.
A custom portal template may be simple, or may include robust functionality such as:
Preseeded data, such as discussions, documents, lists, member information (including roles), pages, or assets. When you select such a template to build a new portal, the new portal includes all the preseeded data.
Permissions, either simple permissions or advanced permissions, if advanced permissions are specified in the base portal from which the template is created.
Limited available page styles and resource catalogs in order to create a safe environment for users to build portals with little support. Such a portal template could even include necessary custom documentation and references.
If custom page permissions are specified for roles or individual users in a portal that is used to create a new portal template, then only the custom page permissions specified for the roles (not users) are included in the portal template (and subsequently in a portal that is created using the portal template).
Custom java code that executes when you select the template for a new portal. For example, custom code may include logic to automatically create a mailing list for a new portal. For more information, see Developing Shared Libraries in Oracle Fusion Middleware Developing WebCenter Portal Assets and Custom Components with Oracle JDeveloper.
To view the portal templates available to you:
In the Home portal, click the Portal Templates tab to view the Portal Templates page (Figure 3-1).
If the Portal Templates tab is not exposed in the Home portal, open the Personalize Pages page and select the Show Page check box for the Portal Templates page.
Tip:
The way you access the Personalize Pages page depends on the page template in use. For example, you may access it through an Actions menu.
Figure 3-1 Portal Templates Page in Home Portal
You cannot modify the out-of-the-box portal template described in About Portal Templates, but any user with the Portal Templates-Create
permission can create a new portal template in the Home portal. This portal template is available to the user who created it, and anyone with whom it is shared (see Publishing or Hiding a Portal Template).
To create a new portal template, you start by creating a portal based on an existing template (see Creating and Building a New Portal), 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 copy the discussions, 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.
Note:
When creating a new portal template, the template does not inherit announcements from the source portal.
If you have the application-level Portal Templates-Manage All
permission, you can publish your 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.
Users with the permissions of the default Application Specialist
role (or the application-level Portal Templates-Manage All
permission) can create portal templates to be made available at the application level, and import and export custom portal templates, including seeded data. For more information, see Managing All Portal Templates.
To create a portal template:
Note:
The Portal Creator
role does not have default permissions to view or manage portal templates.
To view information about a portal template:
Global search does not search portal assets, such as portal templates, page templates, resource catalogs, navigation models, and so on. The Filter field on the Portal Templates page is useful for searching for portal template names or descriptions when your application includes a large number of portal templates.
Note:
The Portal Creator
role does not have default permissions to view or search for portal templates.
To search for a portal template by a string in the Name or Description:
To rename a portal template that you created or have permissions to manage:
You can grant specific users and groups view-only or manage access to a portal template that you created or have permissions to manage.
Note:
The Portal Creator
role does not have default permissions to work with portal templates.
To set up access to a portal template that you created or have permissions to manage:
Note:
To publish a portal template, you need the application-level permission Portal Templates-Manage All
. The Portal Creator
role does not have default permissions to work with portal templates. Users with the Portal Templates-Create
permission can create, rename, hide, or delete a portal template, but cannot publish a template without the Portal Templates-Manage All
permission.
For more information about permissions, see About Roles and Permissions for a Portal.
When you create a portal template (see Creating a New 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. Other users will not see the private template on their personal Portal Templates page in the Home portal. However, the application specialist (or users with application-level Portal Templates-Manage All
permission) can view and manage all private templates on the application-level Portal Templates page. For more information, see Managing All Portal Templates.
To publish or hide a portal template that you create, when you have the application-level Portal Templates-Manage All
permission:
Note:
Out-of-the-box portal templates cannot be deleted. The Portal Creator
role does not have default permissions to work with portal templates. However, application specialist (or users with Portal Templates-Manage All
permission) can hide the out-of-the-box templates from everyone's view using the application-level Portal Templates page, as described in Publishing or Hiding a Portal Template.
Deleting a portal template does not affect the portals that were created using the portal template.
To delete one or more portal templates that you created or have permissions to manage: