This preface discusses:
PeopleTools and PeopleSoft Enterprise Portal.
PeopleSoft Community Portal.
Pages Used to <Process Name> sections.
Additional resources.
Deferred processing.
Common elements used in Enterprise Portal application technology.
To understand the functionality of PeopleSoft Enterprise Portal, you must familiarize yourself with the portal technology features of PeopleTools. PeopleSoft Enterprise Portal builds upon the basic internet architecture that is delivered with PeopleTools.
PeopleSoft recommends that you familiarize yourself with PeopleTools, focusing especially on the chapters that are devoted to portal functionality. This gives you an excellent foundation of knowledge upon which the PeopleSoft Enterprise Portal Suite of PeopleBooks builds.
See Also
Enterprise PeopleTools 8.48 PeopleBook: Internet Technology.
The PeopleSoft Community Portal joins PeopleSoft Enterprise Portal as an option for creating a portal experience using PeopleSoft’s portal platform.
The PeopleSoft Community Portal has the same features and functions as the PeopleSoft Enterprise Portal. However, with the PeopleSoft Community Portal, you are limited to creating and managing a maximum of three sites. With the PeopleSoft Enterprise Portal, you can create and manage an unlimited number of sites.
See Also
Introducing the PeopleSoft Community Portal
In the documentation, each page or panel in the application is included in an introductory table that contains pertinent information about the page. These process introduction tables appear under headings that follow the naming convention of "Pages Used to <Process Name>" where the process name reflects a business process that is meant to be accomplished by using the pages or panels in the table. Not all of the information is available for all pages or panels. This example shows a process introduction table with more information about the contents of each column:
Process introduction table example
The following resources are located on the PeopleSoft Customer Connection website:
Resource |
Navigation |
Application maintenance information |
Updates + Fixes |
Business process diagrams |
Support, Documentation, Business Process Maps |
Data models |
Support, Documentation, Data Models |
Enterprise Integration Point (EIP) catalog |
Support, Documentation, Enterprise Integration Point (EIP) Catalog |
Hardware and software requirements |
Implement, Optimize + Upgrade, Implementation Guide, Implementation Documentation and Software, Hardware and Software Requirements |
Installation guides |
Implement, Optimize + Upgrade, Implementation Guide, Implementation Documentation and Software, Installation Guides and Notes |
PeopleBook documentation updates |
Support, Documentation, Documentation Updates |
PeopleSoft support policy |
Support, Support Policy |
Product release roadmap |
Support, Roadmaps + Schedules |
Release notes |
Implement, Optimize + Upgrade, Upgrade Guide, Upgrade Documentation and Software, Release Notes |
Table-loading sequences |
Implement, Optimize + Upgrade, Implementation Guide, Implementation Documentation and Software, Table Loading Sequences |
Troubleshooting information |
Support, Troubleshooting |
Upgrade documentation |
Implement, Optimize + Upgrade, Upgrade Guide |
Several pages in Enterprise Portal application technology features operate in deferred processing mode. Most fields on these pages are not updated or validated until you save the page or refresh it by clicking a button, link, or tab. This delayed processing has various implications for the field values on the page. For example, if a field contains a default value, any value that you enter before the system updates the page overrides the default. Another implication is that the system updates quantity balances or totals only when you save or otherwise refresh the page.
Chapters in this PeopleBook are grouped into the following parts. See the associated references for more information about the chapters and general content included in each part.
Portal Administration
Search
See Search.
Navigation
See Navigation.
Site Management
See Site Management.
Intelligent Context Manager™
Integration
See Integration.
This PeopleBook also contains the appendixes on the following topics:
Delivered security data.
Common functions that reference a password data store.
See Using Common Functions That Reference a Password Data Store.
Template pagelet design for Intelligent Context Manager.
See Designing Template Pagelets For Intelligent Context Manager.
Other PeopleBooks that cover functionality delivered by PeopleSoft Enterprise Portal include:
Branding
Content Publication and Management
See Understanding Enterprise Portal Content Management and Publication.
Resource Finder
Collaboration
Pagelet Development
Pagelets
See Pagelets Overview.
A companion PeopleBook called About These PeopleBooks contains general information, including:
Related documentation, common page elements, and typographical conventions for PeopleBooks.
Information about using PeopleBooks and managing the PeopleBooks Library.
Information on the International Organization for Standardization (ISO) country and currency codes used within PeopleBooks.
A glossary of useful PeopleSoft terms that are used in PeopleBooks.
See Also
About These PeopleBooks Preface
Managing the PeopleSoft Online Library and PeopleBooks
ISO Country and Currency Codes
Glossary of PeopleSoft Enterprise Terms
This section provides discusses the common elements used in Enterprise Portal Application Technology features.
Using the Formatted Text and HTML Editor
The Formatted Text and HTML Editor enables you to format text on pages with HTML areas in the Manage HTML Pagelets component.
Note. The HTML editor functionality is only available with Microsoft Internet Explorer 5.5 or above. For other browser versions the HTML edit area displays plain text.
Using the Formatted Text and HTML Editor, you can:
Bold, italicize, and underline text.
Change the text font, size, and color.
Left, center, or right-justify paragraphs.
Create bulleted or numbered lists.
Indent paragraphs.
Insert horizontal lines.
Insert hyperlinks and images.
Insert tables.
View the raw HTML source of formatted text.
Access the Formatted Text and HTML Editor on an applicable transaction page.
Formatted Text and HTML Editor
To execute cut, copy, and paste commands, use the standard Microsoft Windows keyboard shortcuts.
Preview |
Click to preview the formatted text as it will appear when published. This link does not appear on the fullscreen text editor. |
Fullscreen Text Editor |
Click to enable fullscreen editing. |
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Select a font from the drop-down list box. |
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Select a font size from the drop-down list box. |
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Toggle bold formatting. You can also use the key combination CTRL+B. |
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Toggle italic formatting. You can also use the key combination CTRL+I. |
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Toggle underline. You can also use the key combination CTRL+U. |
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Left justify selected text. |
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Center justify selected text. |
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Right justify selected text. |
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Toggle numbered list format. |
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Toggle bullet list format. |
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Decrease indent. Move the left margin of selected paragraphs to the left. |
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Increase indent. Move the left margin of selected paragraphs to the right. |
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Select the color of text. Text color can also be specified using a hexadecimal RGB system in the format #RRGGBB, where RR denotes the red value, GG denotes the green value, and BB denotes the blue value. |
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Select the background color of text. Background color can also be specified using a hexadecimal RGB system in the format #RRGGBB, where RR denotes the red value, GG denotes the green value, and BB denotes the blue value. |
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Insert a horizontal rule below the cursor position. |
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Insert a web link in the form of a URL |
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Insert an image. Provide a URL pointing to the location of the image. Optionally, add alternate text, specify layout, border thickness, and spacing. |
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Insert a table. Specify the number of rows and columns. Optionally, specify width, layout, border thickness, cell spacing, and cell padding. |
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Toggle between HTML source and formatted text. |