This chapter provides an overview of using Pagelet Wizard with PeopleSoft Enterprise Portal and discusses how to:
Enter pagelet identifying information.
Select a pagelet data source.
Specify data source parameters.
Select a pagelet display format.
Specify pagelet display options.
Specify pagelet publication options.
Note. This documentation discusses features for PeopleSoft Enterprise Portal that are available through the basic Pagelet Wizard
PeopleTools only when PeopleSoft Enterprise Portal is installed.
The basic Pagelet Wizard PeopleTool is covered in Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard.” Please refer to this PeopleTools PeopleBook for information about setting up and using the basic
Pagelet Wizard PeopleTool.
When you use the basic Pagelet Wizard PeopleTool with PeopleSoft Enterprise Portal installed, Pagelet Wizard is able to transform content from additional data sources that are available only by way of PeopleSoft Enterprise Portal. As a result, Pagelet Wizard provides options and features that are unique to PeopleSoft Enterprise Portal. These are the options and features that are discussed in this PeopleBook.
See Also
Understanding Pagelet Wizard Data Types for PeopleSoft Enterprise Portal
Page Name |
Object Name |
Navigation |
Usage |
Define Data Types |
PTPPB_DATATYPE_MTC |
Portal Administration, Pagelets, Pagelet Wizard, Define Data Types |
Define the data types used by Pagelet Wizard. |
Define Transform Types |
PTPPB_TXFRMTYP_MTC |
Portal Administration, Pagelets, Pagelet Wizard, Define Transform Types |
Define the transform types used by Pagelet Wizard. |
Define Display Formats |
PTPPB_DISPFRMT_MTC |
Portal Administration, Pagelets, Pagelet Wizard, Define Display Formats |
Define the display formats used by Pagelet Wizard. |
When you use Pagelet Wizard with the PeopleSoft Enterprise Portal installed, the following additional data sources become available:
Action Items.
Use to make a Pagelet Wizard pagelet a publishing vehicle for upcoming action items from a list in the Action Items feature.
Collaborative Workspace links.
Use to create Related Links pagelets in Collaborative Workspaces. This is generally not used for any reason outside of a Collaborative Workspace.
Community Calendar.
Used to make a Pagelet Wizard pagelet that publishes event data from the Community Calendars feature. This data type can display events from one calendar or from multiple calendars.
Content Management.
Use to make a Pagelet Wizard pagelet a publishing vehicle for content that is stored in Content Management. Content Management data source pagelets are compatible with the custom display format.
Content Management Folder
Use to create a Pagelet Wizard pagelet that displays the content management child items (content and folders) for a given content management folder.
Discussions.
Use to make a Pagelet Wizard pagelet that retrieves recent posts from a forum created using the Discussion Forums feature.
News publications.
Use to make a Pagelet Wizard pagelet a publishing vehicle for content that is stored in Content Management news publications. News publication data source pagelets are compatible with the custom display format.
Pagelet Wizard is delivered with the following transformation type definitions to support their associated display formats:
PASSTHRU
XSL
Warning! Do not alter delivered field values for these transformation types.
See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Defining Transform Types
These data type definitions can be accessed on the Define Display Formats page. You can also use this page to define other display formats.
Chart |
Display pagelet data as a line, bar, pie, or histogram chart. |
Custom |
Specify a custom display transformation (XSL template) for your pagelet. |
List |
Display the pagelet data as a numbered or bulleted list. |
Menu |
Display the pagelet as a categorized tree or list-based navigation menu. |
Passthru |
Display the pagelet with no visual transformation. |
Searchrec |
Display a pagelet with a component's search results or a search dialog box for the component's search page. |
Table |
Display the pagelet data in tabular format, with customizable columns, visual display, and ordering. |
See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Overview of Pagelet Wizard Display Formats
When you use Pagelet Wizard with the PeopleSoft Enterprise Portal installed, the following additional data type definitions become available to support their associated data sources:
ACTION_ITEMS
CMDATASOURCE
CMFOLDERDATASOURCE
COMMUNITY_CALENDAR
CWLINKS
DISCUSSIONS
NEWS_PUBLICATION
Warning! Do not alter delivered field values for these data types.
These data type definitions can be accessed on the Define Data Types page. You can also use this page to define other data types.
See Data Sources for Portal-Specific Pagelet Wizard.
See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Defining Data Types
This section describes how to define custom XSL definitions for Pagelet Wizard.
Page Name |
Object Name |
Navigation |
Usage |
Define XSL |
PTPPB_XSLPROT_MTCE |
Portal Administration, Pagelet Wizard, Define XSL |
Create custom XSL definitions for use with Pagelet Wizard. |
When you use Pagelet Wizard with the PeopleSoft Enterprise Portal installed, the following additional XSL prototypes are delivered to support their associated data sources and display formats. All other XSL prototypes are listed in the PeopleTools Pagelet Wizard XSL prototypes.
XSL Prototype |
Data Type |
Description |
GOOGLE_API |
SOAP |
GOOGLE LIST |
PAPP_ACTION_ITEMS |
ACTION_ITEMS |
Action Items |
PAPP_COMMUNITY_CALENDAR |
COMMUNITY_CALENDAR |
Community Calendar |
PAPP_CWLINKS |
CWLINKS |
Collaborative Workspace Links |
PAPP_DISCUSSION_FORUM |
DISCUSSIONS |
Recent Discussions |
PAPP_NAV_SMALLIMAGES |
NAVIGATION_COLLECTION |
Small Images |
PAPP_NEWS_PUBLICATION |
NEWS_PUBLICATION |
News Publication |
PAPP_SC_EXPANDEDTREE |
SHORTCUT_COLLECTION |
Expanded View |
PAPP_SC_FOLDERTREE |
SHORTCUT_COLLECTION |
Folder Tree |
PAPP_SC_TWOLEVELTREE |
SHORTCUT_COLLECTION |
Two-Level View |
Warning! Do not alter the delivered XSL for these XSL prototypes.
These XSL prototype definitions can be accessed on the Define XSL page. You can also use this page to define other XSL prototypes.
See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Defining Pagelet Wizard XSL Prototypes.
The pages used to define pagelet headers and footer pagelets are available through the basic Pagelet Wizard PeopleTools pages when PeopleSoft Enterprise Portal is installed.
See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Defining Pagelet Wizard Headers and Footers.
Page Name |
Object Name |
Navigation |
Usage |
Define Header |
PTPPB_HDR_MTCE |
Portal Administration, Pagelets, Pagelet Wizard, Define Headers, Define Header |
Create a pagelet header design. Enter HTML that you want to appear on the header. |
Define Headers - Specify Image |
PTPPB_HDR_IMAGE |
Portal Administration, Pagelets, Pagelet Wizard, Define Headers, Define Header, Specify Image |
Specify an image that you want to appear on the pagelet header. Specify image properties. |
Define Headers - Preview |
PTPPB_HDR_PREVIEW |
Portal Administration, Pagelets, Pagelet Wizard, Define Headers, Define Header, Preview |
View the fully assembled pagelet header. After previewing the pagelet header, you can adjust the HTML and image parameters as needed. |
Define Footer |
PTPPB_FTR_MTCE |
Portal Administration, Pagelets, Pagelet Wizard, Define Footers, Define Footer |
Create a pagelet footer design. Enter HTML that you want to appear on the footer. |
Define Footers - Specify Image |
PTPPB_FTR_IMAGE |
Portal Administration, Pagelets, Pagelet Wizard, Define Footers, Specify Image |
Specify an image that you want to appear on the pagelet footer. Specify image properties. |
Define Footers - Preview |
PTPPB_FTR_PREVIEW |
Portal Administration, Pagelets, Pagelet Wizard, Define Footers, Preview |
View the fully assembled pagelet footer. After previewing the pagelet footer, you can adjust the HTML and image parameters as needed. |
You can use category IDs to organize Pagelet Wizard pagelets. The portal administrator can use this value when running pagelet reports and when searching for pagelets that need to be moved between different portal sites
See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Defining Pagelet Wizard Pagelet Categories.
Page Name |
Object Name |
Navigation |
Usage |
Define Categories |
PTPPB_PGLTCATG_MTC |
Portal Administration, Pagelets, Pagelet Wizard, Define Categories |
Define categories used to organize pagelets created using Pagelet Wizard. |
This section lists the page used to enter pagelet identifying information.
Page Name |
Object Name |
Navigation |
Usage |
Specify Pagelet Information |
PTPPB_WIZ_INFO |
|
Define description and summary information for a pagelet. See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Step 1: Entering Pagelet Identifying Information. |
This section discusses how to:
Select the Action Items data type.
Select the Collaborative Workspace Links data type.
Select the Community Calendars data type.
Select the Content Management data type.
Select the Content Management Folder data type.
Select the Discussions data type.
Select the News Publication data type.
Page Name |
Object Name |
Navigation |
Usage |
Select Data Source |
PTPPB_WIZ_DATASRC |
|
Select the type of data source for the pagelet. |
See Also
Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Step 2: Selecting a Pagelet Data Source.
Access the Select Data Source page. Select Action Items in the Data Type field.
Data Source
List |
Select the Action Items list to display in the pagelet. |
Data Source Details
Inputs |
Displays the .MAXROWS query data source parameter that you can use to limit the amount of data returned to the pagelet. |
Outputs |
Displays the data source parameter fields that correspond to the query’s output. |
See Working with Action Items.
Access the Select Data Source page. Select Collaborative Workspace Links in the Data Type field.
Data Source
Portal Name |
Select the portal that contains the Collaborative Workspace Links module collection for the pagelet. |
Collection Name |
Select the name of the Collaborative Workspace Links module collection that you want to use to create the pagelet. |
Access the Select Data Source page. Select Community Calendars in the Data Type field.
Data Source
Calendar Source |
Enter the calendar or calendars you want to use as a source for the pagelet. Valid values are:
|
Calendar ID |
Select the single calendar that you want to display in the pagelet. |
See Working with Community Calendars.
Access the Select Data Source page. Select Content Management in the Data Type field.
Approved text or HTML content in the PeopleSoft Content Management system can be used as base data for a Pagelet Wizard pagelet.
See Understanding Enterprise Portal Content Management and Publication.
When you select Content Management as the data source, the pagelet does not provide configurable data source parameters. Consequently, when creating a Content Management data source pagelet, you bypass step 3 and proceed to step 4, in which you select the pagelet display format.
Data Source
Folder ID |
Select the Content Management folder in which the content resides. |
Content ID |
Select the Content Management content that you want to use as the data source for the pagelet. |
Content Path |
Displays the Content Management site and folder path to the content. |
Access the Select Data Source page. Select Content Management Folder in the Data Type field.
Data Source
Site Name |
Select the name of the site you want to use as the source of content for the pagelet. |
Folder ID |
Select the parent folder you want to use as the source of content for the pagelet. |
Folder Title |
The system displays the name of the folder you've selected. |
Access the Select Data Source page. Select Discussions in the Data Type field.
Data Source
Forum |
Select the forum identifier that you want to use as the source of content for the pagelet. |
Data Source Details
Inputs |
Displays the .MAXROWS query data source parameter that you can use to limit the amount of data returned to the pagelet. |
Outputs |
Displays the data source parameter fields that correspond to the query’s output. |
See Working With Discussion Forums.
Access the Select Data Source page. Select News Publications in the Data Type field.
Publication ID |
Select the news publication that you want to use as the data source for the pagelet. Available news publications are created in the News Publications component. |
Publication name |
Displays the name of the news publication. |
See Also
Working With Internet News Content
This section discusses how to:
Specify Action Items data source parameters.
Specify Collaborative Workspace Links data source parameters.
Specify Community Calendars data source parameters.
Specify Content Management data source parameters.
Specify Content Management Folder data source parameters.
Specify Discussions data source parameters.
Specify News Publication data source parameters.
Other data sources are discussed in the Enterprise PeopleTools 8.48 PeopleBook: Internet Technology “Using Pagelet Wizard,” Step 3: Specifying Pagelet Data Source Parameters
Description |
Displays a description of the data source parameter. |
Usage Type |
Select the type of accessibility that you want to grant for the data source parameter field when it appears on the pagelet. Options are:
|
Default Value |
If you select User Specified as the usage type and the data source parameter is a required value, you must enter the default value that should appear before a user enters a value. If the data source parameter is not a required value, you do not have to enter a default value. If you select a default value when defining available user-specified values on the Specify Data Source Parameter Values page, that default value populates this field. If you select User Specified as the usage type, you can enter a system variable as the default value. For example, to make the current date the default value for a user-specified parameter, enter a default value of %Date. If you select System Variable as the usage type, you must enter the system variable to use as the data source parameter value. See Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, "Using Pagelet Wizard," Step 3: Specifying Pagelet Data Source Parameters, Understanding System Variables Supported as Data Source Parameters If you select Fixed as the usage type, you must enter the fixed value. You can enter a value that includes the % and * wildcards at the beginning or end of a value in the Default Value field. |
|
If you select Fixed as the usage type and the data source parameter has associated prompt values, you can use the Look up Value button to search for available data source parameter values. If you select System Variable as the usage type, you can use the Look up Value button to access a list of valid system variables. If you select User Specified as the usage type, this button does not appear. |
User Values |
If you select User Specified or Admin Specified as the usage type, click to access the Specify Data Source Parameter Values page. |
Personalization Instructions |
Use the Personalization Instructions text box to enter custom personalization instructions for the pagelet. These personalization instructions appear on the Personalization page of the pagelet. Note. Personalization instructions must be translatable. |
Page Name |
Object Name |
Navigation |
Usage |
Specify Data Source Parameters |
PTPPB_WIZ_DATAPRMS |
|
Configure the data source parameters that are required for the data to be displayed on the pagelet. For instance, when entering data source parameters for a News Publications pagelet, you specify input data that determines the content and format of the news that is displayed on the pagelet. The parameters vary depending on the data source that is selected on the Select Data Source page. This page is accessible only when you are building a pagelet with a data source that allows modification of associated parameters. During this step, you can also select parameters for some data sources that allow administrative configuration of the pagelet after it has been published. In Enterprise Portal 9, you are considered a pagelet administrator and will have access to the Configure link on a pagelet when any of the following conditions are met.
Note. This step is not applicable when you are creating pagelets with Content Management data sources. |
See Also
Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Step 3: Specifying Pagelet Data Source Parameters.
Access the Specify Data Source Parameters page after selecting Action Items as the data type on the Select Data Source page.
Access the Specify Data Source Parameters page after selecting Collaborative Workspace Links as the data type on the Select Data Source page.
Access the Specify Data Source Parameters page after selecting Community Calendar as the data type on the Select Data Source page.
Access the Specify Data Source Parameters page after selecting Content Management Folder as the data type on the Select Data Source page.
Access the Specify Data Source Parameters page after selecting Discussions as the data type on the Select Data Source page.
Access the Specify Data Source Parameters page after selecting News Publications as the data type on the Select Data Source page.
Field Name |
.SHOW_TS_IMAGES: Set the Default Value field to Y if you want the pagelet to display images for top stories for the news publication. .SHOW_SECTION_LINKS: Set the Default Value field to Y if you want the pagelet to display links to sections in the news publication. .NUM_ARTICLES: Set the Default Value field to the number of articles that you want the pagelet to display. |
Access the Data Source Parameters page by clicking the User Values button.
Select the parameter value to be displayed to the user as the default value for the field. Users can select from this list of valid values when they personalize the pagelet.
This section discusses how to select a display format.
Page Name |
Object Name |
Navigation |
Usage |
Select Display Format |
PTPPB_WIZ_DISPFRMT |
|
Specify the data transformation method and display format for the pagelet. |
See Also
Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Step 4: Selecting a Pagelet Display Format.
Access the Select Display Format page.
Select the format to use for the pagelet. The display formats that are available for selection on this page depend on the data source that you have selected on the Select Data Source page. Options that are available for pagelets that are created using PeopleSoft Enterprise Portal-specific data sources are:
Passthru |
The passthru display format is appropriate for creating a pagelet that displays data from the HTML data source. Because the passthru display format performs no further transformations on data from the data source, it should only be used with data sources that return HTML that can be directly displayed as a pagelet. Following is an example of a passthru pagelet displaying data from an HTML data source Available for Content Management pagelets. |
Custom |
Use the custom display format when you want to use a display format other than the ones expressly listed in the Pagelet Wizard. When you select the custom display format, Pagelet Wizard enables you to select a format provided by one of the delivered XSL prototypes, or you can select an XSL template that you created on the Define XSL page. Available for Action Items, Content Management, Content Management Folder, Collaboration Workspace Links, Community Calendars, Discussion, and News Publications pagelets. |
Menu |
Use the menu display format when want to show your pagelet data as a categorized tree or list-based navigational menu, with extensive visual options Available for Collaboration Workspace Links, and Content Management Folder pagelets. |
See Also
Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Step 4: Selecting a Pagelet Display Format
This section lists the pages used to specify pagelet display options.
Page Name |
Object Name |
Navigation |
Usage |
Specify Display Options (passthru format) |
PTPPB_WIZ_DISP_PST |
|
Enter pagelet passthru formatting details and header and footer options. Preview the pagelet. |
Specify Display Options (menu format) |
PTPPB_WIZ_DISP_NAV |
Portal Administration, Pagelets, Pagelet Wizard, Pagelet Wizard Select Menu as the display format and click the Next button on the Select Display Format page, or click the icon for step 5. |
Enter the pagelet menu formatting details and header and footer options. Preview the pagelet. |
Specify Display Options (custom format) |
PTPPB_WIZ_DISP_CUS |
|
Enter the custom formatting details for the pagelet as well as header and footer options. Preview the pagelet. |
Link Details |
PTPPB_WIZ_LINK_DTL |
Click the Link Options button on the Specify Display Options page. |
Enter linking details that convert pagelet column data into drill-down links to pages that provide details about the pagelet data. |
See Also
Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Step 5: Specifying Pagelet Display Options
This section lists the pages used to specify pagelet publication options.
Page Name |
Object Name |
Navigation |
Usage |
Specify Publishing Options |
PTPPB_WIZ_PUBOPT |
|
Specify the type of pagelet that you want to publish. Provide registration, caching, and security details, and register the pagelet. |
Pagelet Creation Confirmed |
PTPPB_WIZ_FINISH |
Click the Finish button on the Specify Publishing Options page. |
Confirm that the creation of the pagelet is complete. |
See Also
Enterprise PeopleTools 8.48 PeopleBook: Internet Technology, “Using Pagelet Wizard,” Step 6: Specifying Pagelet Publication Options