Understanding Enterprise Portal Content Management and Publication

This chapter discusses:

Enterprise Portal Content Management and Publication features.
Getting started with PeopleSoft Enterprise Portal.
PeopleBook structure.

Enterprise Portal Content Management and Publication Features

The PeopleSoft Enterprise Portal helps you organize all your content-creation processes and their results. Content Management includes features to help you manage create and organize content, as well as manage crawling, approvals, versioning, multiple user access, and publication processes. 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.

The system offers a check-in check-out function, version controls to safeguard editions of content, and a submission and approval process that culminates in content that is 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.

See Using External Web Services.

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 9 PeopleBook: 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 Using the Discussions Module.
Manage Navigation	Manage Navigation provides an interface to the portal registry for tasks that are 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 that are accessible from the navigation menu. The 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 8.48 PeopleBook: Internet Technology
Related Information	The Intelligent Context Manager enables a pagelet to be loaded with information based on the target page or transaction. The Related Information pagelet takes advantage of the Intelligent Context Manager. The content that is made available with this pagelet includes external URLs, menu items, and managed content. See Managing Related Content.
Action Items	The Action Items feature enables users to create and track action items, as well as collaborate with other users. Action items are assignments or tasks that are assigned to people across groups and require some sort of activity, monitoring, or event to take place before they can be considered complete. Items can be tracked through summary homepage pagelets, through inquiry pages, as well as through email notification and calendar entries. See Working with Action Items.
Community Calendar Events	Community calendars provide a way for groups to share, organize, and communicate about events that pertain to their organization or group. Calendar membership can be assigned for users or roles and have different privileges including the ability to view, create, and edit the events for a calendar. Users can view calendars online in pagelets or in the full-page view accessible from the pagelet or the menu navigation. Community calendars can be accessed from portals, sites, and workspaces. See Working with Community Calendars.

While these features provide many 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 9 PeopleBook: Enterprise Portal Application Technology.

See Getting Started With PeopleSoft Enterprise Portal.

The chapter "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 that your organization is implementing. This list provides information about the components that 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 setup guidelines. PeopleBook structure.
Setting Up Content Management System Data	This chapter discusses: Implementation prerequisites. How to define Content Management system data, including: Assigning top administrators. Defining privilege sets, viewer roles, and document storage locations. Setting up an FTP service for images.
Browsing and Searching Folders and Content	This chapter provides an overview of the functionality of browse folders and discusses how to: Navigate folder hierarchies. Search folders and content. Use 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 the Categorized Content feature 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 New Publication feature 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 Magazines	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 and 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.