Setting Up Enterprise Portal Branding

This section describes how to:

Enable Enterprise Portal Branding.
Manage system elements.
Create and enable HTML layouts.

Enabling Enterprise Portal Branding

This section discusses how to enable Enterprise Portal Branding.

Pages Used to Enable Enterprise Portal Branding

Page Name	Object Name	Navigation	Usage
Portal Solutions Installation Options	EO_PE_OPTIONS1	Portal Administration, System Data, Installation Options	Enable or disable Enterprise Portal Branding.

Enabling Branding

Access the Portal Solutions Installation Options page.

Note. By default, the PeopleSoft Enterprise Portal is delivered with Branding enabled.

There are special application classes for Enterprise Portal Branding and another set for when basic PeopleTools branding applies. When you enable Enterprise Portal Branding, the application package and application class information for PeopleSoft Enterprise Portal is populated in the PeopleTools Options page.

Note. When Enterprise Portal Branding is enabled, My Links functionality is also enabled as is the display of the Add to My Links link on the portal header.

To enable or disable Enterprise Portal Branding:

Access the Portal Solutions Installation Options page.
Locate the Branding section.
Select the Enable Branding Themes check box to enable Branding. Clear the box to disable the feature.
Select the Enable Adding Image Objects check box to enable uploading of images to the image catalog.
Select the Enable Adding HTML Objects check box to enable adding and updating HTML objects from branding page.
Save the changes.

Managing Branding System Elements

This section discusses how to manage branding system elements.

Pages Used to Manage Branding System Elements

Page Name	Object Name	Navigation	Usage
System Elements	EPPBR_ELEMENT	Portal Administration, Branding, Define Elements, View System Elements	View all branding elements noting which are configurable and which are not. Specify which elements are overridable when used by sites.

Managing System Elements

Access the View System Elements page.

The View System Elements page enables you to view all the system elements. Use the page to specify the elements that are overridable when used by sites.

	Click to remove section tabs and show all columns of information.
Element ID	Unique numeric identifier for the element. These elements are hard coded and serve as the foundation for Enterprise Portal Branding.
Layout Type	Indicates the type of layout where the specific element can be used. The valid options are: Header (homepage and target page). Footer (homepage only).
Type	Element type. The valid options are: My Links. Search. Homepage Help. Bar (table row, link bar). Homepage Tab. HTML Area/Text. Image. Image URL.
Description	Description of the element type including its bind variable. This becomes the default description for the elements listed on the HTML Layouts and Element Selection page.
Configurable	This is a read-only field. Elements marked configurable are available to accept various values to create different branding designs. Set these values using the Define Header and Define Footer pages. Elements that are not configurable drive the basic functionality of Enterprise Portal Branding.
Can be Overriden by Sites	Select the box to indicate that sites can override the element with site-specific configuration values. If grayed out, you cannot specify if the element is overridable. In these instances, the existing setting is required to drive Enterprise Portal Branding.
Comments	Displays when the Additional Comments tab is selected or when all columns are displayed. Add notes and descriptive information about the element.

Creating and Enabling HTML Layouts

This section provides an overview of and discusses how to create and enable HTML layouts.

Understanding Creating and Enabling HTML Layouts

When you create an HTML layout, you define a layout that will support header and footer custom configurations. To incorporate an HTML design to function within Enterprise Portal Branding, you must enable the branding elements in the layout definition that match functionality in the underlying matching HTML object code.

If you are using any of the PeopleSoft-delivered layouts, you do not need to enable any branding elements. PeopleSoft delivers these layouts enabled. You must create and enable new HTML layouts only if you are using your own custom-designed HTML objects for header or footer layout designs.

Warning! If you start selecting and deselecting elements for any of the PeopleSoft-delivered layouts, the HTML layout definition may no longer match the code in the underlying HTML design object. You can enable them again by viewing the HTML text and selecting again the appropriate elements.

Elements that are required to drive the core aspects of Enterprise Portal Branding are automatically enabled and cannot be edited. These elements appear grayed out on the HTML Layouts and Element Selection page.

Pages Used to Create and Enable HTML Layouts

Page Name	Object Name	Navigation	Usage
HTML Layouts and Element Selection	EPPBR_LAYOUT	Portal Administration, Branding, Define Elements, Enable HTML Layouts	Select the branding elements that are used in the HTML object code.

Creating and Enabling Layouts

Access the HTML Layouts and Selection page.

Note. When creating a new HTML object to be used in an HTML layout, make sure to include all the non-configurable system elements. These elements are essential for the system to function. Model your new HTML object after the delivered HTML objects, and keep all of the non-configurable system element binds in place.

To create and enable a new HTML layout:

Access the HTML Layout and Element Selection page.
Click the Add a New Value tab.
In the HTML Layout ID field, enter a name for the layout.
Click the Add button. The HTML Layout and Element Selection page displays.
In the Description field, enter a descriptive name for the layout.
In the HTML Object Name field, enter the HTML object on which to base the layout, or use the Lookup button to select one. The HTML object must have been previously loaded into the Enterprise Portal database using PeopleTools Application Designer to appear in the lookup. You can also add new HTML at this point.

To add new HTML to the system catalog, click the Add New HTML link.

The Add to HTML Catalog page appears enabling you to add and edit a new HTML object.
From the Layout Type dropdown list, select the type of layout.

All of the delivered branding elements relevant to the selected type display.

The valid options are:
- Header
- Footer
Select the Select box for all elements that are in the HTML object code. Make sure the element functionality matches.
Select the Required box to specify that an element must always be configured. If the element is not required, you don't have to define value(s) for it on the Define Header or Define Footer pages.
The Custom Label column should contain a description of how the element is used in the layout. The name you enter is used as the element name on the header or footer configuration pages. For example, you could change the description My Links %1 to My Links, Lower Right %1.
Save the changes.

Viewing the HTML Text

Access the View HTML Text page.

To aid in matching up elements between the HTML layout and the HTML object, click the View HTML Text link. The HTML object code displays in a new window.

Adding New HTML to the System Catalog

Access the Add to HTML Catalog page.

Enter a unique name and description for the HTML object. The system displays the prefix PAPP, as a default.

Use this page to paste HTML code that you've cut or copied from another source or type in the HTML that you want to add to the catalog.

Editing HTML Objects

Access the HTML Catalog page by clicking the search icon next to the HTML object name.

To add a new HTML object to the catalog, click the link toAdd New HTML.

To edit the HTML that you have previously added, click the Edit button. The Edit HTML Object page appears where you can alter the HTML.

HTML objects cannot be deleted online. Use PeopleSoft Application Designer to delete any HTML or image objects.

Note. Only HTML objects that have been added using the Add New HTML page can be edited from these pages. Delivered HTML objects or ones added from PeopleSoft Application Designer cannot be edited from this page.