Setting Up Related Content
This section provides an overview of setting up related content and discusses how to:
Create a service to manage related content for a content provider system.
Create and assign related content within the unified navigation framework.
Related content on a PeopleSoft Interaction Hub system relies on the PeopleTools Related Content Framework. You use the same PeopleTools pages and methodologies as on any other PeopleSoft application system. However, with unified navigation, you have additional options for defining remote resources as related content as well as configuring related content for content references on content provider systems.
Once unified navigation has been configured to incorporate one or more content provider systems, you have expanded options for configuring related content including:
Create related content services in the portal system using the either local or remote content references.
Creating a service that allows you to manage related content for a content provider system is an example of a service that is local to the portal system but is built on a remote content reference.
See Creating a Service to Manage Related Content for a Content Provider System.
Create related content services in the content provider system using content references local to that system.
Assign local (to the portal system) or remote content references (from a content provider system) as related content services (or related actions) to content references on the portal system.
Assign local (to the content provider system) or remote content references (from a different content provider system) as related content services (or related actions) to content references on the content provider system.
For example, this would allow you to assign the content reference for employee expenses from PeopleSoft FSCM to the content reference for employee information from PeopleSoft HCM.
The Unified Navigation pagelet of the Unified Navigation WorkCenter is delivered with a link that allows you to manage related content on the (local) portal system. Once unified navigation is configured, you can create a service on the portal system that will allow you to manage related content for a content provider system. Once created, this service will appear as a link under the Related Content Service section of the Unified Navigation pagelet.
The following example illustrates how such a service appears as the HRMS System link in the Unified Navigation pagelet along with the Manage Related Content for Content References page from the remote system.
To create a service that allows you to manage related content for a content provider system:
Select to open the Unified Navigation WorkCenter page.
In the Unified Navigation pagelet, expand the Related Content Setup section and click the Local Portal System link to open the Manage Related Content Configuration page in the target area.
Alternatively, select
Click the Create a New Related Content Service link to create a new service.
Specify a new service ID, for example, RCSETUPHRMS, and click Add.
Note: This new service will be similar to the delivered RCSETUPLOCAL service.
In the Service Name field, enter a value that identifies the content provider system—for example, HRMS System.
Ensure that PeopleSoft Component is the selected URL type.
In the Node Name field, select the portal host node from the content provider system.
Select the following component parameters:
Menu Name: PTCSSERVICES
Component Name: PTCS_SRVCFGSRCHGBL
Market: GBL
Page Name: PTCS_SRVCFG_SRCH
In the Service URL Parameters group box, enter the following parameter and value:
Parameter Name: UniNavRcPglt
Description: true
Retain the other default values for this service.
Save the new service definition. The following shows a completed service definition, which will result in the FSCM System link appearing in the Unified Navigation pagelet:
This example illustrates the fields and controls on the Define Related Content Service page.
See the product documentation for PeopleTools: Portal Technology, “Developing and Configuring Related Content Services,” Defining Related Content Services, Creating and Maintaining PeopleSoft Component Related Content Service Definitions.
This section provides high-level procedures for how to:
Create related content services.
Assign related content to application pages on the portal system.
Assign related content to application pages on a content provider system.
Creating Related Content Services
Creating a related content service within PeopleSoft Interaction Hub uses standard Related Content Framework pages delivered in PeopleTools. However, you can begin from the Unified Navigation WorkCenter as documented here:
Select to open the Unified Navigation WorkCenter page.
In the Unified Navigation pagelet, expand the Related Content Setup section and select one of the following links:
To create a service on the portal system, click the Local Portal System link.
To create a service on a content provider system, click the link for that system—for example, FSCM System—if one has been created.
See Creating a Service to Manage Related Content for a Content Provider System.
Click the Create a New Related Content Service link.
Add a new value.
The Define Related Content Service page is displayed.
Define the related content service:
For a service on the portal system, you can base the service on a local resource or on a content reference from a content provider system.
For a service on a content provider system, you can base the service on a resource local to that content provider system.
The PeopleTools PeopleBooks contain detailed information on creating various types of related content services.
See the product documentation for PeopleTools: Portal Technology, “Developing and Configuring Related Content Services,” Defining Related Content Services.
Assigning Related Content to Application Pages on the Portal System
Assigning related content within PeopleSoft Interaction Hub uses standard Related Content Framework pages delivered in PeopleTools. However, you can begin from the Unified Navigation WorkCenter as documented here:
Select to open the Unified Navigation WorkCenter page.
In the Unified Navigation pagelet, expand the Related Content Setup section.
To assign related content on the portal system, click the Local Portal System link.
Click the Assign Related Content to Application Pages link.
The Select a Content Reference page is displayed.
Browse the menu structure and select a content reference on the portal system.
The Assign Related Content page is displayed.
Assign one of the following service types from the following sources:
Content reference – From the portal system or from a content provider system.
Pagelet – From the portal system.
Service – From the portal system.
The PeopleTools PeopleBooks contain detailed information on assigning related content to a content reference.
See the product documentation for PeopleTools: Portal Technology, “Developing and Configuring Related Content Services,” Assigning and Managing Related Content Services.
Assigning Related Content to Application Pages on a Content Provider System
Assigning related content within PeopleSoft Interaction Hub uses standard Related Content Framework pages delivered in PeopleTools. However, you can begin from the Unified Navigation WorkCenter as documented here:
Select to open the Unified Navigation WorkCenter page.
In the Unified Navigation pagelet, expand the Related Content Setup section.
To assign related content on a content provider system, click the link for that system—for example, FSCM System—if one has been created.
See Creating a Service to Manage Related Content for a Content Provider System.
Click the Assign Related Content to Application Pages link.
The Select a Content Reference page is displayed.
Browse the menu structure and select a content reference on the content provider system.
The Assign Related Content page is displayed.
Assign one of the following service types from the following sources:
Content reference – From the content provider system or from a different remote content provider system.
Pagelet – From the content provider system or from a different remote content provider system.
Service – From the content provider system.
The PeopleTools PeopleBooks contain detailed information on assigning related content to a content reference.
See the product documentation for PeopleTools: Portal Technology “Developing and Configuring Related Content Services,” Assigning and Managing Related Content Services.