Handling Portal Administration Data

This chapter discusses how to:

Set the default style sheet.
Define Portal Solutions installation options.
Enable the signon PeopleCode.
Set up MCF for PeopleSoft Enterprise Portal.
View menu item details.
Choose the Enterprise Menu homepage pagelet.
Use PeopleSoft Enterprise Portal content reference attributes.

See Also

Enterprise PeopleTools 8.46 PeopleBook: Internet Technology, "Administering Portals"

Setting the Default Style Sheet

This section discusses how to set the default style sheet in the PeopleTools Options component (PSOPTIONS).

Page Used to Set Default Style Sheet

Page Name	Object Name	Navigation	Usage
PeopleTools Options	PSOPTIONS	PeopleTools, Utilities, Administration, PeopleTools Options	Set the default style sheet.

Setting the Default Style Sheet Definition

Access the PeopleTools Options page.

PeopleSoft delivers various style sheets for use with PeopleTools and PeopleSoft Enterprise Portal. Style sheets control various display elements of target pages, pagelets, and the overall branding of the portal. The Style Sheet Name field on the PeopleTools Options page stores a default style sheet name.

You can create your own style sheets and use one of them in place of the delivered style sheet by selecting it in the Style Sheet Name field on the PeopleTools Options page.

Note. You can also create your own alternate style sheet and have browser specific adjustments for non- Internet Explorer 5+ and non-Netscape 6+ versions. Create an additional style sheet, including the adjusted styles, and define it with the exact same name with _ALT appended to it. For example, PeopleSoft Enterprise Portal sets the style sheet name in PSOPTIONS to EPPSTYLEDEF, therefore EPPSTYLEDEF_ALT is automatically applied to non-Internet Explorer 5+ and non-Netscape 6+ browsers.

Defining Portal Solutions Installation Options

This section discusses how to define Portal Solutions installation options in the Installation Options component (EO_PE_OPTIONS).

See Also

PeopleSoft-Delivered Security Data

Page Used to Define Portal Solutions Installation Options

Page Name	Object Name	Navigation	Usage
Portal Solutions Installation Options	EO_PE_OPTIONS1	Portal Administration, System Data, Installation Options	Define Portal Solutions installation options.

Defining Portal Solutions Installation Options

Access the Portal Solutions Installation Options page.

Portal installation option values are entered at the time of portal implementation.

Search Results Weighting

Include Content Rating Results

Select to apply survey results to search rankings. Placement on search results will be upgraded for highly rated content.

Branding

Enable Branding Themes

Select to enable the branding that appears to dynamically change according to the role of the user.

Selecting this option also enables the My Links functionality and the display of the Add to My Links link on the portal header.

See Enterprise Portal Branding Overview, Using My Links.

Resource Finder

Enable Resource Finder

Select to use the Resource Finder feature.

Use Resource Finder for Profile Pages

Select to use Resource Finder participant profiles as the source for participant information for Collaborative Workspaces and Content Management.

In Collaborative Workspaces, these Resource Finder participant profiles will be used as the source for member profiles accessible from the Members module. When a user clicks a member name link in the Members module, the member profile displayed will be based on the member's Resource Finder participant profile.

In Content Management, these Resource Finder participant profiles will be used as the source for user profiles accessible by clicking user name links in the components. For example, fields such as Created By, Checked Out By, and so forth will contain user name links.

For this option work as designed, you must have the following setup in place:

Resource Finder has been set up and loaded with data. This setup includes the generation of associated Resource Finder search collections.
Resource Finder participants have been loaded with their associated user IDs, where applicable, using the Load Participant User IDs Application Engine process (EPX_LOAD_OPR ).

See Loading Participant User IDs.

If you leave this option clear, when a user clicks a member name link in the Members module, the member profile that displays is based on information from the following tables: PSOPRDEFN, PSUSEREMAIL, EPPCW_MEMBERS, and PS_EPPRC_IM_USERVW.

See Viewing Member Profiles.

See Enterprise Portal Resource Finder Overview.

Content Management

Image Attachment URL Path

See Setting Up a FTP Service For Image Attachments.

Last ID Values

Displays the current greatest value for IDs that are used in Content Management, Related Content, and Discussion Forums.

Each time a new item is added, the counter is automatically incremented by one. This feature eliminates locking issues.

Site Manager Security Defaults

The created site uses these permissions to limit access to the navigation and administration of the new site.

Admin. Perm List Template (Administrator Permission List)	Enter the Administrator template permission lists that are cloned during the creation of a new site.
Publisher Perm List Template (Permission List)	Enter the Publisher template permission lists that are cloned during the creation of a new site.
Viewer Perm List Template (Permission List)	Enter the Viewer template permission lists that are cloned during the creation of a new site.

See Site Management Overview, Permission Lists and Roles Cloned When Creating Sites.

Portal Registry Structures

Registry structures are the stored menu items, pagelets, templates, and such. Many features automatically create portal registry structures, including Pagelet Wizard pagelets, News Publication pagelets, Submitted Menu Items, Manage Navigation, and Shortcut Collections.

Registry Object Prefix

Enter a value to use as a prefix for all automatically created portal registry structures.

Note. This allows for easy identification of the objects that are in PeopleSoft Application Designer.

Menu Template Pagelet

Enter the menu template pagelet value that is to be used when rendering target pages by using Intelligent Context Manager.

Note. PAPP_PT_NAVIGATION_SCR is the delivered default value. If you want to customize and use your own menu template pagelet, enter its value here.

Workspace System Settings

Maximum Email Notifications	Enter the maximum number of emails you want to be able to send in the member invitation notification process for a Collaborative Workspace. If the number of emails sent in the notification process exceeds this number, an error displays and no emails are sent by the system.
Default Module Image	Enter the name of the image you want to display by default in the Collaborative Workspace menu to the left of module names.
Base Template Name	This is the portal registry template on which all Collaborative Workspace templates and their portal registries are based. The default value for this field is set to EPPCW_BASE_TMPL. EPPCW_BASE_TMPL is a delivered portal template that contains content references for pagelets and registered components that represent the modules in Collaborative Workspaces. This portal template also defines the look-and-feel (header, footer, style sheet, menu iScript, and so forth) used by Collaborative Workspace templates and subsequently, Collaborative Workspace instances. The two Collaborative Workspace module tabs that display pagelets, Welcome and Related Data, have been created in this portal template registry and menu items pointing to them are included.
Default Presence Indicators in Members Module	Select to display instant messaging presence indicators in the Members module. If you decide to display presence indicators, keep in mind that one server trip is executed per indicator per member. See Setting Up Instant Messaging in PeopleSoft Enterprise Portal.

Enabling the Signon PeopleCode

This section discusses how to enable the signon PeopleCode in the Signon PeopleCode component (SIGNONPPC_PAGE_COM).

Understanding Enabling the Signon PeopleCode

You must enable the signon PeopleCode to be able to view logon statistics on the User Logon Statistics pagelet. The portal administrator can add the User Logon Statistics pagelet to her homepage to provide convenient access to the number of users who log on to the portal during each month and the number of distinct user logons.

By enabling the signon PeopleCode, you enable the portal database to track and store user login information each time that a user logs on to the portal. Portal administrators can view this data to obtain statistics about portal traffic and which users are contributing to the traffic. Data that is viewed can pertain to which users log on to the portal, along with logon statistics for the months of the year, days of the month, and hours of the day.

When using pagelets and pages, the tracking of user logon times is recorded in minute increments. If a user logs out and then logs back in within the same minute, that login instance is not recorded. But if a user logs in and then logs out, and then, one minute from the time that the user originally logs in, the user logs in again, that login instance is recorded.

Note. The distinct number of users eliminates the counting of the same user logging on to the portal more than once during the specified period. For example, if there are 30 logons to the portal during one day, but 10 are by the same user, then the number of distinct users for that day is 21.

See Also

User Logon Statistics Pagelet

Page Used to Enable Signon PeopleCode

Page Name	Object Name	Navigation	Usage
Signon PeopleCode	SIGNONPPC_PAGE	PeopleTools, Security, Security Objects, Signon PeopleCode	Enable the StoreUserLogonInfo function to update the portal statistics table and enable the tracking and storage of data needed to feed the User Logon Statistics pagelet.

Enabling Signon PeopleCode

Access the Signon PeopleCode page.

Enable the row that contains the Function Name field value of StoreUserLogonInfo. When a user logs on to the portal, a row is inserted into a portal statistics table. The table stores the user ID, date, and time of logon.

See Also

Enterprise PeopleTools 8.46 PeopleBook: Security Administration , "Employing Signon PeopleCode and User Exits"

Setting Up MCF For PeopleSoft Enterprise Portal

There are special considerations when using the MCF with PeopleSoft Enterprise Portal. Typically, this feature is leveraged directly within a PeopleSoft application database, such as CRM, HCM, or SCM. If you use PeopleSoft Enterprise Portal to log into these databases, then MCF-related content references must be modified in the PeopleSoft Enterprise Portal registry so that they point to your PeopleSoft application database, such as CRM.

Note. PeopleSoft delivers MCF-related content references in all databases as part of PeopleTools, therefore, as delivered, they point to components that are local to the PeopleSoft Enterprise Portal database.

To modify MCF-related content references:

Go to PeopleTools, Portal, Structure and Content.
Navigate to the following content references.
Change the Node Name value from Always use local to the appropriate content provider.
Click Save.

The content references that need to be modified are.

Root, Tools - Hidden, MCF Console.
Root, Tools - Hidden, CTI Console.
Root, PeopleTools, MultiChannel Framework, Universal Queue - All CREFs in this folder.
Root, PeopleTools, MultiChannel Framework, CTI Configuration - All CREFs in this folder.

The MCF is now able to access the setup that is performed in the content provider database.

See Also

Enterprise PeopleTools 8.46 PeopleBook: PeopleSoft MultiChannel Framework, “Managing Tasks and Using Chat in PeopleSoft MultiChannel Framework," Managing Tasks With the MultiChannel Console

Viewing Menu Item Details

This section discusses the pages used to view menu item details.

Pages Used to View Menu Item Details

Page Name	Object Name	Navigation	Usage
Menu Item Detail	PT_IQREGITEM	PeopleTools, Portal, View Menu Item Detail	Review the portal registry (menu navigation) information for a menu item.
Menu Folder Structure	PT_IQREGFOLDERS	PeopleTools, Portal, View Menu Folder Structure	Provides a list of content references for a selected portal registry folder.
Menu Security	PT_IQREGSECURTY	Portal Administration, Navigation, View Menu Security.	Provides a list of folders or content references that a user ID, role, or permission list has access to.

See Also

Enterprise PeopleTools 8.46 PeopleBook: Internet Technology, “Administering Portals,” Reviewing Menu Item Information

Choosing the Enterprise Menu Homepage Pagelet

Two versions of the homepage menu pagelet are available in the Enterprise Portal installation.

Note. The My Page, Guest Page, and Administration Page homepage tab definitions are delivered with the Enterprise Menu already assigned.

To select the Enterprise Menu version of the Menu pagelet:

Go to Portal Administration, Navigation, Structure and Content.

The Structure and Content page appears.
Select Portal Objects, Homepage, Tabs.
At the bottom of the page, locate the My Page content reference, and click the Edit link.

The Content Ref Administration page displays.
Select the Tab Content page.
Locate the PeopleSoft Applications group box.
1. Select Enterprise Menu. Be sure to clear the Menu selection.
2. Select Opt_Dflt from the drop-down list box for the Enterprise Menu.
Click Save.

Using PeopleSoft Enterprise Portal Content Reference Attributes

This section discusses the content reference attributes recognized by the following PeopleSoft Enterprise Portal features:

Intelligent Context Manager
Content Management
Navigation
Collaborative Workspaces
Site Manager.

For information about PeopleTools base portal content reference attributes, please see the “Release Notes for PeopleSoft Enterprise PeopleTools 8.46” document in the Documentation section of the PeopleSoft Customer Connection website.

See Also

Enterprise PeopleTools 8.46 PeopleBook: Internet Technology, “Administering Portals,” Administering Content References

Navigation Content Reference Attributes

This section discusses content reference attributes used for navigation.

Content Reference Attribute	Description
NAVNEWWIN	Launches a content reference in a new window when the content reference link is selected. A value in the attribute is not required. Leave the Translate option clear. You do not need to enter a Label value. Enter an Attribute Value of true.
NAVEXTENSIONFOLDER	Defines a virtual folder (different from NAVVIRTUALFOLDER). Specify the Application Package that will process the virtual folder.

Content Reference Attribute

Description

NAVNEWWIN

Launches a content reference in a new window when the content reference link is selected. A value in the attribute is not required.

Leave the Translate option clear.

You do not need to enter a Label value.

Enter an Attribute Value of true.

NAVEXTENSIONFOLDER

Defines a virtual folder (different from NAVVIRTUALFOLDER). Specify the Application Package that will process the virtual folder.

Intelligent Context Manager Content Reference Attributes

This section discusses the content reference attributes used by Intelligent Context Manager.

Content Reference Attribute	Description
CLASS_STR	Allows Intelligent Context Manager to execute a template pagelet directly for improved performance. For example, you can execute the template pagelet on the application server instead of through the psc servlet. You can use this only on the database on which the Intelligent Context Manager feature resides.
CANBEINVISIBLE	Allows a template pagelet to hide itself completely when no keys are passed to it.

Collaborative Workspace Content Reference Attributes

This section discusses content reference attributes used by Collaborative Workspaces.

Content Reference Attribute	Description
EPPCW_MOD_NAME	Specifies that a CREF is a Collaborative Workspace module. This is the key attribute in identifying that a content reference is a Collaborative Workspace module. Enter the value in the Attribute Value field.
EPPCW_MOD_LABEL	Specifies the name of the Collaborative Workspace module displayed in the modules list and in the Collaborative Workspace menu.
EPPCW_MOD_DESCR	Provides the description of the Collaborative Workspace module.
EPPCW_MOD_IMG	Specifies the name of the image used in the Collaborative Workspace menu to the left of the Collaborative Workspace module name.
EPPCW_MOD_REQ	Specifies whether or not the Collaborative Workspace module is required. A value of Y implies that it cannot be removed from the Collaborative Workspace by way of the creation wizard. A value of N implies that it can be removed from the Collaborative Workspace by way of the creation wizard. Enter the desired value in the Attribute Value field.
EPPCW_MOD_APPCLASS	Specifies the application class for a Collaborative Workspace module used for adding, deleting and archiving module data. Enter the value in path format delimited by : in the Attribute Value field.
EPPCW_MOD_ADM	Specifies whether or not this is an Collaborative Workspace administration module. This setting impacts the security placed on the content reference. Enter a value of Y or N in the Attribute Value field.
EPPCW_PAGELET	Identifies a pagelet as a Collaborative Workspace related pagelet.
EPPCW_REL_MODE	Specifies the contextual mode in which a pagelet is related to a Collaborative Workspace. Entering a value of KEYS passes the Collaborative Workspace keys and their values to the pagelet. Entering a value of WORKSPACE passes the Collaborative Workspace name to the pagelet. Enter this value in the Attribute Value field.
EPPCW_KEY_MAPPING	This content reference attributes applies to related pagelets on templates only. Allows for the mapping of Collaborative Workspace key names to names within the related pagelet. Enter valid value formats of KEY1ORIGNAME=KEY1NEWNAME, KEY2ORIGNAME=KEY2NEWNAME, KEYNORIGNAME=KEYNNEWNAME, and so forth in the Attribute Value field.
EPPCW_LK_SWAPKEYNAME	Allows for the mapping of key names passed to links within Collaborative Workspaces. Enter valid value formats of KEY1ORIGNAME=KEY1NEWNAME, KEY2ORIGNAME=KEY2NEWNAME, KEYNORIGNAME=KEYNNEWNAME, and so forth in the Attribute Value field.
EPPCW_LK_IGNOREKEYNAME	Allows for the skipping of specified keys as parameters passed to links within Collaborative Workspaces. Key names listed in the Attribute Value field will not be passed to the link as query string parameters. Enter valid value formats of KEY1NAME, KEY2NAME, KEYNNAME, and so forth in the Attribute Value field.

Site Manager Folder Reference Attributes

This section discusses the folder reference attributes used by Site Manager.

Folder Reference Attribute	Description
PAPP_SITE	This folder reference attribute applies to the root folder of a portal registry. Specifies that the portal registry is a Site Manager-created site.
PAPP_SITE_PUB_TMPL	This folder reference attribute applies to the root folder of a portal registry site created by Site Manager. Specifies the publishing template behavior within the Manage Navigation component of a site. Enter valid values of OWN (publishers can select their own template) or DFT (publishers must use the site default template).
PAPP_SITE_PUB_DATE	Specifies the default publication (effective) date for content created through the Manage Navigation component of a site.
PAPP_SITE_EXP_DATE	Specifies the default expiration date for content created through the Manage Navigation component of a site.