Running Portal Utility Processes

This chapter provides overviews of portal utility processes and discusses how to:

Synchronize Navigation Collection security.
Delete empty portal registry folders.
Clean portal projects.

Note. Examples of PeopleSoft Pure Internet Architecture pages in this chapter were captured with the PeopleTools default style sheet applied. PeopleSoft Pure Internet Architecture pages may display differently in your database depending on the applied style sheet. However, regardless of the style sheet applied, all page elements displayed remain the same.

Synchronizing Collection Security

In this section, we discuss how to synchronize security permissions for your Navigation Collections using the Sync Collection Security (synchronize collection security) Application Engine process (EOPP_SCSYNC).

Overview of the Sync Collection Security Process

The Sync Collection Security process updates security for published Navigation Collection pages and pagelets by adding permission lists and/or roles defined for content references and folders in the Navigation Collection to the published navigation page or pagelet permissions.

The Sync Collection Security process runs for Navigation Collection publications according to the Security Access options set for the publication on the Publish Collection page. The process runs for Navigation Collection publications that were published with the Allow Collection Sync option selected. The process is not run for Navigation Collection publications that were published with the Do Not Allow Collection Sync option selected. The process removes extraneous security objects for Navigation Collections that were published with the Public Access option selected.

This process should be run after security updates, and when you publish or change a navigation page or pagelet that was published with the Allow Collection Sync option selected.

Page Used to Synchronize Collection Security

Page Name	Object Name	Navigation	Usage
Synchronize Collection Security	EOPP_SCSYNC_RUN	Enterprise Components, Portal Utilities, Sync Collection Security	Set run control parameters to run the Sync Collection Security process.

Running the Sync Collection Security Process

Access the Synchronize Collection Security page.

Request Parameters

Portal Name

Select the name of the portal for which you want to synchronize security for published Navigation Collections.

Collection Name

Select the name of the Navigation Collection for which you want to synchronize security. Only Navigation Collections created for the selected portal are available for selection.

Do not select a Collection Name field value if you want to synchronize security for all non-public Navigation Collection publications that exist in the selected portal.

Note. Navigation Collection pages or pagelets that were published with the Do Not Allow Security Sync option selected on the Publish Collection page are not eligible for processing.

Deleting Empty Portal Registry Folders

In this section, we discuss how to delete empty portal registry folders using the Delete Empty Folders Application Engine process (EOPP_FD_DEL).

Overview of the Delete Empty Folders Process

The Delete Empty Folders process deletes portal registry folder references that do not contain child folders or content. The process does not delete empty Navigation Collection folder placeholders, nor the My Favorites folder. The user ID running the process must have been assigned the security role of Portal Administrator.

This process is only needed when you are deleting content references during an upgrade or implementation, and you are removing out-of-date navigation and replacing it with the current delivered navigation. This process should be run after copying a "delete" portal project.

Page Used to Delete Empty Portal Registry Folders

Page Name	Object Name	Navigation	Usage
Delete Empty Folders	EOPP_FD_RUN	Enterprise Components, Portal Utilities, Delete Empty Folders	Set run control parameters to run the Delete Empty Folders process.

Cleaning Portal Projects

In this section, we discuss how to clean portal projects using the Clean Portal Project Application Engine process (EOPP_CPPROJ).

Overview of the Clean Portal Project Process

The Clean Portal Project process removes unnecessary and potentially harmful data from a portal project definition before you copy it to the PeopleSoft Enterprise Portal. This process is run as a part of an upgrade or implementation when you want to load navigation from a content provider into the PeopleSoft Enterprise Portal.

The Clean Portal Project process removes common objects from the content provider portal project that, because they are common, also exist in the PeopleSoft Enterprise Portal. Run this process on the portal project before copying it to the PeopleSoft Enterprise Portal so that you don't override these common objects configured for use with the PeopleSoft Enterprise Portal with the common objects that were configured in the content provider.

The Clean Portal Project process ensures that you only copy the navigation objects that you feel are necessary, such as registry structures, templates, permissions, and so forth.

Warning! Navigation Collections cannot be rendered in the PeopleSoft Enterprise Portal if the content provider registry is hosted by a non-local node.

Because Navigation Collections actively access the registry, a published Navigation Collection page or pagelet cannot be rendered for a registry that is hosted by a non-local node. If you want to render a content provider Navigation Collection page or pagelet in the PeopleSoft Enterprise Portal, the content provider's registry must be hosted by a local node in the content provider database.

See Enterprise PeopleTools 8.45 PeopleBook: Internet Technology, "Administering Portals"

To clean a portal project:

Create a project definition in PeopleSoft Application Designer.

Insert all permission lists and a portal registry definition. When inserting the portal registry, be sure to select Portal Registry Structure as the related definition.
1. Open PeopleSoft Application Designer.
2. Select File, New, Project.
3. Select Insert Definitions Into Project.
4. Set the Definition Type to Portal Registry Definitions. Click Enter.
5. Enter the portal name for the navigation you want to include in the portal project (Employee, Supplier, or Customer, for example).
6. Select the Portal Registry Structures value in the Related Definitions group box.
7. Click Insert.
8. Set the Definition Type to Permission Lists. Click Enter.
9. Click Select All.
10. Click Insert.
11. Select File, Save Project.
12. Enter a project name.
13. Click OK.
Run the Clean Portal Project process on the project. Use the run control page to select the navigation options you want to include in the process.
Delete the two-tier database cache using PeopleSoft Configuration Manager.
Export the clean project to file using PeopleSoft Application Designer.

Page Used to Clean Portal Projects

Page Name	Object Name	Navigation	Usage
Clean Portal Project	EOPP_CPPROJ_RUN	Enterprise Components, Portal Utilities, Clean Portal Project	Set run control parameters for the Clean Portal Project process.

Running the Clean Portal Project Process

Access the Clean Portal Project page.

Project Name

Select the name of the portal project you want to clean for export into the PeopleSoft Enterprise Portal. Projects available for selection are those in the database that contain at least one registry structure.

Portal Name

Select the name of the portal that contains the registry structures you want to copy. Available portal names are derived from the portal project you selected, as well from as the project data that contains the portal name of the registry structures.

Content Provider Name

Select the content provider node name of the registry structure you want to include in your portal project. Available node names are derived from the portal project you selected.

Node Definition

Select to access the Node Definitions - Portal Content page. If you have selected the Include Pagelets option on this page, you must have a URL value in the node definition to enable the Clean Portal Project process to correctly include personalization pages for the pagelets you copy over to the PeopleSoft Enterprise Portal. Access the Node Definitions - Portal Content page to enter the content URI text for the content provider node name selected on this page.

When you select this link, you will be prompted to save or cancel any changes you have made in the component, and you will then be transferred to the Node Definitions - Portal Content page.

See Enterprise PeopleTools 8.45 PeopleBook: Internet Technology, "Configuring the Portal Environment," Defining Portal Nodes

Project Options

Full Navigation

Select to run the Clean Portal Project process on all objects in the portal project.

Select Objects

Select to run the Clean Portal Project process on select objects in the portal project. When you select this option, the Select Objects group box displays, enabling you to select the type of navigation you want to include in your portal project.

Rather than copying over and having to maintain the full content provider navigation structure, you can select this option to display other options on the page that enable you to select only pagelets, navigation pages, or folders for copying over to the PeopleSoft Enterprise Portal.

Select Objects

Include Pagelets

Select to include pagelets (including Navigation Collection pagelets) in the portal project in the run of the Clean Portal Project process. When you select this option, the Select Pagelets group box displays, enabling you to specify which pagelets you want to include in the run of the process.

The actual published Navigation Collection pagelet content references are included for copying to the PeopleSoft Enterprise Portal. The Navigation Collection definitions are not included.

Pagelet personalization pages will be included in the portal project as long as the content provider node name contains the correct URL. Select the Node Definition link to access the Node Definitions - Portal Content page, where you can enter this URL.

Include Collection Pages

Select to include Navigation Collection pages in the portal project in the run of the Clean Portal Project process. When you select this option, the Select Collection Pages group box displays, enabling you to specify which Navigation Collection pages you want to include in the run of the process. The actual published Navigation Collection pages are included for copying to the PeopleSoft Enterprise Portal. The Navigation Collection definitions are not included.

Include Folders

Select to include folders in the portal project in the run of the Clean Portal Project process. When you select this option, the Select Folders group box displays, enabling you to specify which folders you want to include in the run of the process.

Selecting a folder for inclusion in the process also includes all of its children and parents for copying into the PeopleSoft Enterprise Portal.

Select Pagelets

All Pagelets	Select to include all pagelets in the portal project in the run of the Clean Portal Project process.
Selected Pagelets	Select to include only selected pagelets in the portal project in the run of the Clean Portal Project process. Selecting this option displays the Pagelet Name field, enabling you to select specific pagelets that you want to include in the run of the process.

Select Collection Pages

All Collection Pages	Select to include all published Navigation Collection pages in the portal project in the run of the Clean Portal Project process.
Selected Collection Pages	Select to include only selected published Navigation Collection pages in the portal project in the run of the Clean Portal Project process. Selecting this option displays the Collection Page Name field, enabling you to select specific published Navigation Collection pages that you want to include in the run of the process.

Select Folders

All Folders	Select to include all folders in the portal project in the run of the Clean Portal Project process.
Selected Folders	Select to include only selected folders in the portal project in the run of the Clean Portal Project process. Selecting this option displays the Folder Name field, enabling you to select specific folders that you want to include in the run of the process.

Project Name	Select the name of the portal project you want to clean for export into the PeopleSoft Enterprise Portal. Projects available for selection are those in the database that contain at least one registry structure.
Portal Name	Select the name of the portal that contains the registry structures you want to copy. Available portal names are derived from the portal project you selected, as well from as the project data that contains the portal name of the registry structures.
Content Provider Name	Select the content provider node name of the registry structure you want to include in your portal project. Available node names are derived from the portal project you selected.
Node Definition	Select to access the Node Definitions - Portal Content page. If you have selected the Include Pagelets option on this page, you must have a URL value in the node definition to enable the Clean Portal Project process to correctly include personalization pages for the pagelets you copy over to the PeopleSoft Enterprise Portal. Access the Node Definitions - Portal Content page to enter the content URI text for the content provider node name selected on this page. When you select this link, you will be prompted to save or cancel any changes you have made in the component, and you will then be transferred to the Node Definitions - Portal Content page. See Enterprise PeopleTools 8.45 PeopleBook: Internet Technology, "Configuring the Portal Environment," Defining Portal Nodes