Administering Sites

This chapter provides an overview of site administration and discusses how to:

Define site security.
Define site publication defaults.
Configure the site homepage.
Manage site branding.
Run Branding queries.

Understanding Site Administration

Site administration activities can only be performed on a site created with the Site Wizard. The same functionality is not suitable for portal administration on the default portal.

An authorized site administrator performs these site administration tasks. A portal administrator assigns site administrators on the Site Wizard - Appoint Site Administrator page (step 3) when creating a site definition or maintaining existing site definitions.

Defining Site Security

This section discusses how to define site security.

Page Used to Define Site Security

Page Name	Object Name	Navigation	Usage
Site Security	EPPSM_SITE_SECURTY	Access a site. Navigate to Portal Administration, Site Management, Set Site Security	Specify site publishers and viewers by role or user ID.

Defining Security for a Site

Access the Set Site Security page.

An authorized site administrator sets site security by specifying which users and roles can publish to or view the site.

Publishers can publish content on the site, post links to the site's menu navigation, and update content for homepage pagelets.

Viewers can only view the site and its contents. A publisher cannot view the site unless specifically defined as a viewer.

Site administrators do not have rights to view or publish to the site by default. Include the site administrator by user ID or role in the list of authorized site publishers and viewers, as required.

Site Privilege

Select from:

Publisher. A publisher can publish content on the site.

Viewer. A viewer can view site content.

Type

Select the type of security authorization you want to define for this entry: User or Role.

Authorization Entry

Based on the value you selected in the Type field, specify a user ID or role.

Defining Site Publication Defaults

This section discusses how to define site publication defaults.

Pages Used to Define Site Publication Defaults

Page Name	Object Name	Navigation	Usage
Set Publishing Defaults	EPPSM_SITE_DEFAULT	Access a site. Navigate to Portal Administration, Site Management, Define Publishing Defaults	Specify default content publication and expiration dates and set the publisher template option.

Defining Publishing Defaults for a Site

Access the Define Site Defaults page.

An authorized site administrator can set site defaults. The defaults set by the administrator affect the entries made on the Manage Navigation page accessed for the site.

Default Content Dates

Publication Date	Specify the default publication date for new links created using the Manage Navigation page for the site. An authorized publisher can override the default publication dates of individual content entries.
Expiration Date	Specify the default expiration date for new navigation links. The individual content expiration dates can be overridden by an authorized publisher.

Publisher Template Selection

Can select own template(s)	Select to enable an authorized site publisher to select from the templates supplied to the site during site creation.
Must use site default template	Select to require an authorized site publisher to use the default template specified on the Site Wizard - Site Definition page during step 1 of site creation.

Configuring the Site Homepage

This section discusses how to configure the site homepage.

Pages Used to Configure the Site Homepage

Page Name	Object Name	Navigation	Usage
Configure Homepage - Tab Content	PORTAL_TAB_CON_ADM	Access the site. Navigate to Portal Administration, Pagelets, Configure Homepage. Access the site. PeopleTools, Portal, Structure and Content. Click the Portal Objects link. Click the Homepage link. Click the Tabs link. Click the Edit link for the My Page label. Click the Tab Content tab.	Specify the pagelets included in the homepage definition for this site.

Configuring a Site Homepage

Access the Configure Homepage Tab - Tab Content page.

Select the pagelets that you want to appear on the site's homepage and specify each pagelet's behavior.

Pagelets selected to appear on the site homepage create the default homepage. If authorized to personalize their homepage, users can add pagelets and configure the homepage layout.

Managing Site Branding

This section provides an overview of site branding overrides, lists common elements, and discusses how to define branding overrides.

Understanding Site Branding Overrides

If the portal administrator authorized overridable branding elements during site creation, a site administrator can define site-specific branding values to work in conjunction with the site's default theme.

Overridable elements are grouped into three sections:

Homepage header.
Homepage footer.
Target page header.

The availability of overridable elements depends on the elements selected by the portal administrator during site creation and the following criteria:

For sites built with the Use Site Specific Theme option selected on the Authorize Site Branding page, the available overridable elements depend on the elements defined as overridable in the theme’s header and footer definitions.

Those elements are overridable depending on the definitions on the System Elements page.
For sites built with the Use Default Portal Assignments option selected on the Authorize Site Branding page, the overridable elements available are all of the elements defined as overridable on the System Elements page.

For sites inheriting themes from default portal assignments, there is no way to narrow the element list because multiple headers and footers appear based on role-based branding.

Common Elements Used in This Section

Action

Select a configuration action from the drop-down list box. Available values are:

Do Not Show. Select to disable display of this element on this site.

Override. Select to change the definition of this element for the site. This is where you add your site-specific value.

Use Default. Select to retain the original branding configuration of this element for the site. This is the default option for overridable elements.

Pages Used to Manage Site Branding

Page Name	Object Name	Navigation	Usage
Branding Overrides	EPPSM_BR_OVRD	Access the site and navigate to: Portal Administration, Branding, Override Homepage Header Portal Administration, Branding, Override Target Page Header Portal Administration, Branding, Override Homepage Footer	Specify overrides to branding for the site-specific design.
Preview Site Branding Overrides	EPPSM_HDR_PREVIEW	Click the Preview Site Branding button on the Override Homepage Header - Branding Overrides page.	Preview the effects of an override.
Images	EPPSM_BROVRD_IMG	Access the site and navigate to: Portal Administration, Branding, Override Homepage Header. Click the Images tab. Portal Administration, Branding, Override Target Page Header. Click the Images tab. Portal Administration, Branding, Override Homepage Footer. Click the Images tab.	Define overriding header and footer image elements.
Bars	EPPSM_BROVRD_LINK	Access the site and navigate to: Portal Administration, Branding, Override Homepage Header. Click the Bars tab. Portal Administration, Branding, Override Target Page Header. Click the Bars tab. Portal Administration, Branding, Override Homepage Footer. Click the Bars tab.	Define overriding header and footer bar elements.
HTML Area	EPPSM_BROVRD_HTML	Access the site and navigate to: Portal Administration, Branding, Override Homepage Header. Click the Bars tab. Portal Administration, Branding, Override Target Page Header. Click the Bars tab. Portal Administration, Branding, Override Homepage Footer. Click the Bars tab.	Define overriding header and footer HTML area elements.
Special Elements	EPPSM_BROVRD_OTHER	Access the site and navigate to: Portal Administration, Branding, Override Homepage Header. Click the HTML Area tab. Portal Administration, Branding, Override Target Page Header. Click the HTML Area tab. Portal Administration, Branding, Override Homepage Footer. Click the HTML Area tab.	Define overriding header and footer special elements.

Defining Branding Overrides

Access the Branding Overrides page.

Effective Date

Specify the date on which you want the branding override to take effect.

Click to access the Preview Site Branding Overrides page, where you can preview the effects of the current override.

Add

Click to add a future-dated branding override to support the staging of future changes.

Overriding Header and Footer Elements

You can override header and footer elements by accessing the other tabs that display alongside the Branding Overrides tab. You can use the Images, Bars, HTML Area, and Special Elements pages to define overriding header and footer elements. You define these overrides using the same page elements used to define headers and footers in the Enterprise Portal Branding feature.

See Configuring Headers and Footers.

While the Branding Overrides page always appears, the other tabs appear depending on the overridable elements defined. Not all pages always appear.

The most common configurable elements for sites are logo images and bar links. Use these pages to also determine if you want to allow homepage personalization. Search functionality is defined on the Special Elements page and, if configured to appear, enables a search of the current site's content.

Note. The Enabled and Overridable options are not available when overriding site branding. If an element is not defined as overridable at the portal level, you cannot override it at the site level.

Running Branding Queries

Navigate to Portal Administration, Branding, Branding Queries to access a set of Branding queries you can use to facilitate your work with site branding.

See Running Branding Queries.

Effective Date	Specify the date on which you want the branding override to take effect.
	Click to access the Preview Site Branding Overrides page, where you can preview the effects of the current override.
Add	Click to add a future-dated branding override to support the staging of future changes.