Managing Related Content

This chapter provides an overview of Related Content Publications and discusses how to:

Define Related Content template pagelets.
Assign content managers to Related Content.
Manage a Related Discussion.

Understanding Related Content Publications

A pagelet that displays in the menu frame is called a template pagelet. In the Intelligent Context Manager feature, a series of Related Content template pagelets are defined and designed to display in the menu frame and provide easy access to data that is context-sensitive to the menu item or transaction being displayed.

A Related Content publication is an instance of a Related Content template pagelet. For example, Internal Contacts and External Contacts can be two publications of the Related Contacts template pagelet. Each publication is displayed as a separate pagelet using the label that is defined for the publication. You can define multiple publications for Related Contacts, Related Information, and Related Resources, but not for Related Discussions and Related Workspaces.

PeopleSoft delivers template pagelets for the following types of Related Content:

Related Information.

Use to associate content to a specified menu item. For example, relating purchasing policies to the Purchase Requisition page. Links to the policies would be available whenever a user accessed the Purchase Requisition page.

See Related Information Pagelet.
Related Contacts.

Use to display email links to contacts that are pertinent to a specified menu item. For example, relating various health insurance contacts, dental insurance contacts, or retirement fund managers to employee benefits information. Users can click the contact link to initiate a new email message or instant message.

See Related Contacts Pagelet.
Related Resources.

Use to associate Resource Finder information to a specified menu item. For example, relating vendor information to the Purchase Requisition page. Links to Resource Finder profile pages displaying vendor information would be available whenever a user accesses the Purchase Requisition page.

See Related Resources Pagelet.
Related Discussions.

Use to associate a discussion group to a specified menu item or an instance of the menu item based on key sensitivity. For example, you can display a related discussion along with a menu item containing Human Resources information. Users can view and add topics and replies to the discussion for such subjects as medical benefits, open enrollment, and so forth. Users can participate in discussions on an instance that may be temporary, such as open enrollment, or on an ongoing basis, such as collaborating on Company News. These topics appear on the Related Discussion pagelet when the user accesses the menu item.

See Related Discussions Pagelet.
Content Ratings.

Use to configure single-question polls. For example, when users access a page that is being polled, they see a pagelet with a link to the poll. When the user clicks on the link, the content ratings question appears in a new browser window. This method enables the user to maintain their current context while responding to the content ratings question.

See Content Ratings Pagelet.
Related Workspaces.

PeopleSoft delivers one publication for each Related Content pagelet. The portal administrator can create additional publications to achieve variety in the content that is related to specific menu items and instances of a menu item. Each publication is displayed as a separate pagelet.

Common Elements Used in This Section

Label	Enter the name of the pagelet. This name will be used in the portal menu as the menu item for this publication. For example, Related Information.
Save	Click to save your changes. Note. Saving does not make the publication available. You must add new publications to the portal registry, or update the portal registry with changes made to existing publications.
Add to Portal Registry	Click to add the publication to the portal registry. If you are making changes to an existing publication, the Update Portal Registry button displays instead.
Pagelet Name	Displays a default name for the pagelet. This name is originally generated automatically.
Override Name	Enter a new pagelet name. Note. Once the publication has been registered in the portal registry, the pagelet name cannot be changed.
Registered	Displays either Y or N to indicate whether the pagelet has been registered.
Valid from date	Select the date on which you want the publication to become active. Defaults to today's date.
Valid to date	Select the date on which you want the publication to become inactive. Clear this field to keep the publication active indefinitely.
Product	Indicates which product is associated with this publication. The default value for this field is ADMN when a new publication is created, but it can be overridden by an administrator.

Pages Used to Define Related Content Template Pagelets

Page Name	Object Name	Navigation	Usage
Related Information Publication	EPPRC_PUB	Portal Administration, Context, Related Information, Define Publications	Define Related Information pagelet publications and save them to the portal registry.
Related Contacts Publication	EPPRC_PUB	Portal Administration, Context, Related Contacts, Define Publications	Define Related Contacts pagelet publications and save them to the portal registry.
Related Resources Publication	EPPRC_PUB	Portal Administration, Context, Related Resources, Define Publications	Define Related Resources pagelet publications and save them to the portal registry.

Defining a Related Information Publication

Access the Related Information Publication page.

Content Type

Select the type of content you want to be available as related information on the publication. If you select a value other than All Types, topic experts can only assign that type of content to the publication. Available values are:

All Types. Content can be of any type.

External Website. Content originating from an external website.

File Attachment. Content is contained in a file.

Managed Content. Content is managed by the Content Management system in PeopleSoft Enterprise Portal.

Menu Item. Content is registered in the portal registry.

Document Storage

Select the location of the document. Delivered values include:

RCDOCDB. Database.

RCDOCFS. File server.

Defining a Related Contact Publication

Access the Related Contacts Publication page.

Enable Instant Messaging

Select to enable instant messaging functionality from the Related Contact publication.

Assigning Content Managers to Related Content

This section provides an overview of content manager assignments and discusses how to assign content managers, or topic experts, to Related Content publications.

Understanding Content Manager Assignments

Content displayed within a Related Content template pagelet is regulated and maintained according to the menu item. Content managers are topic experts who are authorized to add, edit, or expire content for specific menu item and Related Content template pagelet combinations.

Topic experts enable the portal administrator to delegate the administration of Related Content to the person who is most knowledgeable about that topic. For example, the business process expert for the Human Resources Report Time Off transaction could be the topic expert for the Related Information publications that are assigned to the Report Time Off menu item.

If the expertise is shared among several people, different publications can be assigned different topic experts for a menu item. For example, if one person manages the external vendor relationships for a menu item and someone else manages the internal representatives, you could create two publications of the Related Contacts pagelet, each with its own topic experts.

Assign content managers, or topic experts, to all menu item and Related Content template pagelet combinations for Related Information, Related Contacts, and Related Resources.

Pages Used to Assign Content Managers to Related Content

Page Name	Object Name	Navigation	Usage
Related Information Topic Experts	EPPRC_USER	Portal Administration, Context, Related Information, Define Topic Experts	Assign topic experts to each menu item and Related Information template pagelet combination.
Related Contacts Topic Experts	EPPRC_USER	Portal Administration, Context, Related Contacts, Define Topic Experts	Assign topic experts to each menu item and Related Contacts template pagelet combination.
Related Resources Topic Experts	EPPRC_USER	Portal Administration, Context, Related Resources, Define Topic Experts	Assign topic experts to each menu item and Related Resources template pagelet combination.

Assigning Topic Experts to Related Content

Access the Related Contacts Topic Experts page, Related Information Topic Experts page, or Related Resources Topic Experts page.

The Related Contacts Topic Experts page, Related Information Topic Experts page, and Related Resources Topic Experts page all display the following page elements.

Publication and Menu Item Name

Displays the menu item and Related Content template pagelet combination for which you are defining topic experts.

Access Type

Select User to be able to select the user ID of the topic expert in the User/Role Name field.

Select Role to be able to select the role of the topic expert in the User/Role Name field.

Managing a Related Discussion

This section discusses how to assign Related Discussion participant privileges.

Pages Used to Manage a Related Discussion

Page Name	Object Name	Navigation	Usage
My Related Discussions	EPPDF_MYFORUMS	Portal Administration, Context, Related Discussions, Manage Discussions	Access a list of all Related Discussions to which you have access. Related Discussions are discussion forums that relate to a particular menu item. View the most recent statistics for each Related Discussion.
Manage Discussions - Assign Forum Privileges	EPPDF_FORUM_PRIV	Portal Administration, Context, Related Discussions, Manage Discussions Click the Forum Name link for the forum for which you want to assign moderators.	Assign moderators to a Related Discussion menu item. Moderators can delete any unwanted topics and replies from the discussion.
Forum Policy	EPPDF_FORUM_POLICY	Portal Administration, Context, Related Discussions, Manage Discussions Click the Forum Name link for the forum for which you want to assign moderators. Click the Forum Policy tab.	Enter a statement about any policies about which you would like to inform participants in the Related Discussion.

Assigning Related Discussion Participant Privileges

Access the Manage Discussions - Assign Forum Privileges page.

Type

Select the type of participant you want to add to the Related Discussion. Available values include:

Role. Select to be able to select a role in the Member Name field. Available group names are derived from PeopleSoft roles defined in the Roles component.

See Enterprise PeopleTools 8.48 PeopleBook: Security Administration, “Setting Up Roles”

User. Select to be able to select a user in the Member Name field. Available users are derived from PeopleSoft users defined in the User Profiles component.

See Enterprise PeopleTools 8.48 PeopleBook: Security Administration, “Administering User Profiles”

Privilege Set ID

Select a privilege level you want to assign to the member. Available values are:

Moderator.

Contributor.

Viewer.

Note. The first user to access the transaction after assigning the Related Discussion pagelet to it automatically becomes the moderator. Then that user can change the privileges as needed.