Enterprise Portal Content Management and Publication Overview

This chapter provides an overview of the Enterprise Portal Content Management and Publication features, discusses how to get started with PeopleSoft Enterprise Portal, and outlines the information discussed in this book.

Enterprise Portal Content Management and Publication Overview

The PeopleSoft Enterprise Portal helps to organize all your content-creation processes and their results. The content management system includes organization, content creation, crawling, approval, versioning, managing multiple user access, and publication. The resulting content is ready and available for placement in various portal pagelets, including News Publications, Related Information, and Browsing Categorized Content.

The portal’s Content Management and Publication system includes the following types of features:

Managed Content: Users can organize content in folders, create content, and share content with other users. It offers a check-in check-out function, version controls to safeguard editions of content, and a submission and approval process that culminates in content available for publishing to a wider portal audience.
Content Categorization: This feature enables users to access web server and file server content, or content management entries through a detailed categorization hierarchy. The PeopleSoft Enterprise Portal uses a crawler to automatically populate the hierarchy.
News Publications: This feature enables users to organize approved content in multiple publications, which are viewable as pagelets on the portal. Content can be imported from managed content folders or created within the publication feature itself. New content goes through a submittal process, which can include author and editor revisions, and can be published to a pagelet and removed according to specific dates.
Web Publishing: The content of any publication—including web magazines, employee handbooks, business procedures, newsletters, and customer surveys—can be maintained in its entirety in your PeopleSoft portal and dynamically deployed to your audience based on their roles within and outside your organization.
Open Content Services: You can integrate third-party content management system content into the portal. Content contributors, editors, approvers, and publishers can leverage the third-party content management facilities to create, edit, approve, and deploy content, and have the content metadata pushed to the PeopleSoft Enterprise Portal.

In addition to these features, the Content Management system enables users to access and view managed content that is shared by other Enterprise Portal features. The following table describes these features:

Content Management Feature	Description
Collaborative Workspace	A Collaborative Workspace is a virtual team room, which is used to facilitate the completion of a project. A Collaborative Workspace can include modules such as discussion threads, a member directory, and documents to enable team members to collaborate online. See PeopleSoft Enterprise Portal Solutions 8.9 PeopleBook: Enterprise Portal Collaboration.
Discussion Forum	Discussion Forum provides a platform where Discussion groups can be created and participants can post topics and replies. Participants can monitor the groups to which they belong through the Discussion Forum pagelet on the homepage. See Working With Discussion Forums.
Manage Navigation	Manage Navigation provides an interface to the portal registry for tasks specific to the current site, based on site defaults. Authorized site administrators can manage their site's content and navigation without having access to the registry for other sites or to the default portal. See Managing Site Navigation.
Menu Item Requests	Menu Items are pages, web sites, or files accessible from the navigation menu. The PeopleSoft Enterprise Portal's Menu Item Requests feature enables portal users to contribute information to their organization's intranet by submitting a menu item request for a file attachment, managed content, a web site URL, or a PeopleSoft URL. See Submitting and Managing Menu Item Requests.
Pagelet Wizard	The Pagelet Wizard supports the creation of pagelets from a wide variety of data sources. Supported data sources include PSQuery, general URL, Integration Broker, HTML, Managed Content (HTML or text) , Navigation Collection, and Java. See Enterprise PeopleTools 8.46 PeopleBook: Internet Technology
Related Information	The Intelligent Context Manager involves a pagelet being loaded with information based on the target page or transaction. The Related Information pagelet that takes advantage of the Intelligent Context Manager. The content made available with this pagelet includes external URLs, menu items, and managed content. See Managing Related Content.

While these features provide a myriad of possibilities for content management and publishing, they are based on a single foundation system and underlying technology—the PeopleSoft Enterprise Portal. Portal administrators identify where documents can be stored, how to divide and manage content management responsibilities, and how the user navigates the content management system.

Getting Started with PeopleSoft Enterprise Portal

Essential information about getting started with your overall implementation of PeopleSoft Enterprise Portal appears in a companion volume of documentation called PeopleSoft Enterprise Portal 8.9 PeopleBook: Enterprise Portal Application Technology.

See Getting Started With PeopleSoft Enterprise Portal.

"Getting Started with PeopleSoft Enterprise Portal" provides information about using PeopleSoft Setup Manager to review a list of implementation tasks based on the products and features your organization is implementing. This list provides information about the components you must set up, the sequence in which you must enter data into the component tables, and links to relevant PeopleBook documentation.

PeopleBook Structure

PeopleSoft PeopleBooks follow a common structure. By understanding this structure, you can use this PeopleBook more efficiently.

The PeopleBooks structure conveys a task-based hierarchy of information. Each chapter describes a process that is required to set up or use the application. Chapter sections describe each task in the process. Subsections within a section describe a single step in the process task.

The following table provides the order and descriptions of chapters in this PeopleBook:

Chapters	Description
Preface	The preface discusses Enterprise Portal application technology and lists common elements used in this book. Also included is a section on using the Formatted Text and HTML Editor.
Enterprise Portal Content Management and Publication Overview	This is the chapter you're reading now. It explains: Content Management and Publication features. Where to find essential information about implementation and set up guidelines. PeopleBook structure.
Setting Up Content Management System Data	This chapter discusses: Implementation prerequisites. Defining Content Management system data, including: Assigning top administrators. Defining privilege sets, viewer roles, and document storage locations. Setting up a FTP service for images.
Browsing and Searching Folders and Content	This chapter provides an overview of browse folders functionality and discusses: Navigating folder hierarchies. Searching folders and content. Using My Content.
Setting Up and Working With Managed Content	This chapter explains the Managed Content business process and discusses how to: Manage folders. Add new managed content. Manage content.
Setting Up Categorized Content	This chapter explains the fundamentals of categorized content and discusses: Managing folders. Manually adding new categorized content.
Running the Content Categorization Spider	This chapter explains the spider process and discusses: Running and debugging the spider. Viewing folders.
Setting Up and Working With News Publications	This chapter provides an overview of the news publications and discusses: Setting up news publications. Using the Pagelet Wizard. Managing sections and articles. Adding new articles and associating images. Managing and deleting articles. Using Administer Content.
Using Content Management Advanced Options	This chapter discusses: Browsing, searching, and maintaining all folders. Maintaining all content. Unlocking content. Reviewing content details. Rendering content URLs.
Setting Up and Managing Company Promotions	This chapter explains company promotions and discusses: Setting and managing company promotions. Viewing company promotions by role.
Setting Up and Managing Web Magazines	This chapter explains web magazine and discusses: Setting up web magazines. Maintaining graphic images. Creating and publishing articles.
Creating Custom Templates For Web Magazine	This chapter discusses: Constructing templates for cover pages. Using the section page layout to display articles in a particular section. Using the article page layout to display articles within the publication.
iScripts Used to Assemble and Present Web Magazines	This chapter explains web magazine iScripts an discusses the iScripts within the Web Magazine hierarchy.
Appendix A: Performing Content Autocategorization	This appendix explains the autocategorization process and setup tasks, and discusses: Defining autocategorization engine vocabularies. Performing autocategorization.
Appendix B: Understanding Content Management Tables	This appendix discusses the tables that support Content Management and Publication features.