Personalizing Guest Pagelets Unavailable by Way of the User Personalization Component

This topic discusses personalizing guest pagelets unavailable by way of the User Personalization component.

Page Name

Definition Name

Usage

Query Viewer Page

QUERY_VIEWER_SRCH

Run a query that lists the pagelets that already have edit URL information defined.

Reporting Tools > Query > Query Viewer

Select the PAPP_PAGELET_PERSONALIZATION value.

See the product documentation for PeopleTools: Query, “Using Query Viewer”.

Tab Content Page

(for the Guest homepage)

PORTAL_TAB_CON_ADM

Make the pagelet available for personalization on the Guest homepage.

PeopleTools > Portal > Structure and Content > Portal Objects > Homepage > Tabs

Click the Edit link for the Guest value.

Click the Tab Content tab.

SeeConfiguring the Site Homepage where the fields and controls of the Tab Content page.

Also see the product documentation for PeopleTools: Portal Technology, Managing Homepages, “Selecting the Pagelets That Appear on Homepages”.

Tab Layout Page

(for the Guest homepage)

PORTAL_TAB_LAY_ADM

Set the layout position of the pagelet you just made available for personalization on the Guest homepage.

PeopleTools > Portal > Structure and Content > Portal Objects > Homepage > Tabs

Click the Edit link for the Guest value.

Click the Tab Layout tab.

See the product documentation for PeopleTools: Portal Technology, “Managing Homepages”, Arranging Pagelets on Homepages.

Content Ref Administration Page

(for the Guest homepage)

PORTAL_CREF_ADM

Make the pagelet action buttons available on the pagelet title bar of the pagelet you just made available on the Guest homepage.

PeopleTools > Portal > Structure and Content > Portal Objects > Homepage > Tabs

Click the Edit link for the Guest value.

See the product documentation for PeopleTools: Portal Technology, “Administering Content References”.

If a pagelet that you want to personalize for the guest user is not available by way of the User Personalization component, you can still set personalization options for it. However, you can only personalize a pagelet that lists an edit URL to a personalization page in its content reference definition.

You can run a query to find pagelets that are available for personalization. To do this, access the Query Viewer page and run the PAPP_PAGELET_PERSONALIZATION query.

To make the pagelet available for personalization on the Guest homepage:

  1. Access the Tab Content page for the Guest homepage.

  2. Select the pagelet you want to display on the Guest homepage and select the Required option.

  3. Access the Tab Layout page for the Guest homepage.

  4. Select the layout position you want for the pagelet.

  5. Access the Content Ref Administration page and clear the Hide pagelet action bar option.

    Important! This action displays the pagelet action buttons on the pagelet and should only be performed when guest user access is minimal.

  6. Click Save.

To edit the pagelet personalization on the Guest homepage:

  1. Click the Sign out link and log back in to the PeopleSoft Interaction Hub as a guest user.

  2. Click the Customize button on the pagelet title bar of the pagelet you just added.

    Clicking this button accesses the personalization page you defined for the pagelet.

  3. Set the pagelet personalizations.

  4. Repeat for each new pagelet.

  5. Save your changes and sign out.

Important! As soon as the personalizations are complete, log back in to the PeopleSoft Interaction Hub as a portal administrator. Access the Content Ref Administration page for applicable guest homepage pagelets and reselect theHide pagelet action bar option. Selecting this option hides the action buttons on the pagelet title bars.

You can create more than one homepage tab for a guest user. Personalizations cannot be enabled or disabled at the role level, so Oracle recommends enabling or disabling them at the tab label.