Changes in Portal
1 Create 'Manage' user group for Page Group
1.1 Go to main Oracle Portal page on live or test (test is https://unixdev1.cc.ic.ac.uk:4443/pls/portal, live is http://www3.imperial.ac.uk/pls/portallive)
Login then click on Builder. Ensure you are in the Administer tab.
Click Create new group
- Name will be in format:
f-xxx-aaa-bbb-ccc
where
f = faculty / administration (initials: m = medicine, p, l, e, b, h, a = admin)
xxx = department / research group (initials: dep, res)
aaa = shortened department / research group name (chemistry)
bbb = specific group in a page group (academic / admin / undergraduate / postgraduate)
c = privilege level for a page: manage / content / approval / view
e.g. a-dep-ict-m (page group owners for ICT)
Display name is free-format e.g. "ICT Managers"
Fill in Name and Display name, set Group Visibility to Public, and tick 'Make this group privileged'.
(Setting Visibility to Public means that all users will get this group returned through a group lookup.)
Select Page Owner and also add Page Owner as a member.
Click Submit
Manage group will be created
2 Create new Page Group
2.1. Go to main Oracle Portal page on live or test (test is https://unixdev1.cc.ic.ac.uk:4443/pls/portal, live is http://www3.imperial.ac.uk/pls/portallive)
Login then click on Navigator.
(If you have NOT logged in, you will see all pages as "View Root page")
2.2. Click 'Create new … Page Group' and complete details:
Name - must be all Capitals, NO spaces or underscores
Display Name - free-format``
Default language - leave as English!
Click on Create
The Page Group root page is shown.
3 Configure Page Group properties
3.1. Click on Page Group: Properties
Check Name and Display name are OK
Insert Email address of main page group owner
Ensure Page Caching set to 'Cache Page Definition Only'
Leave other settings unchanged and click Apply.
3.2. Click on 'Configure' tab
3.2a) Under 'Page Types and Templates, click Edit
Ensure:
Visible Page Types - include Standard and URL (note that this may change)
Default Style - None
Default Navigation Page - None
Default Page Template - Imperial Standard
User Interface Template - Enabled (ticked) NOTE - there is a bug in Portal which messes up the unzip if this is enabled, so if necessary, leave this un-ticked while unzipping a site, then tick it after the unzip is finished.
Click OK
3.2b) Under 'Content Type and Classification', click Edit
Visible Item Types - ensure that 'Content' is shown
Categories and Perspectives- leave unchanged for the time being (the area of categories/perspectives is under development)
Click OK
3.2c) Under 'Parameters and Events', click Edit
Ensure Parameters and Events - Enabled (ticked)
Click OK
3.2d) Under 'Approvals and Notifications', click Edit
Ensure
Enable Approvals and Notifications - Enabled (ticked)
Override the Page Group Approval Process - Enabled (ticked)
Click OK
3.2e) Under 'JSP Access, ensure that 'JSPs are not allowed to access this Page Group'.
3.3 Click on the 'Items' tab
Ensure
Item Versioning - set to Simple
Unpublished Items - Display Unpublished items in Edit Mode is enabled (ticked)
- Retain Deleted Items is enabled (ticked)
New and Updated Icons -Icon Display Period is 7 days
System Purge - Purge Deleted Items and Purge Expired Items both ticked.
Rich Text Editor - ticked
Click Apply
3.4 Click on Access tab
Under Grant Access, enter the manage group created in step A1, assign it 'Manage All' access and click ADD. The Page Group owner can assign permissions within their Page Group as required.
Click OK
3.5. Leave the settings under the 'Approval' tab (Approval Routing List and Expiry Notifications) unchanged - these will be set by the Page Group owner as required.
3.6. Leave settings under the 'Translations' tab unchanged - these are not used.
Page Group properties configured
4 Customise root page
4.1 Go to main Oracle Portal page on live or test (test is https://unixdev1.cc.ic.ac.uk:4443/pls/portal, live is http://www3.imperial.ac.uk/pls/portalprd)
Login then click on Navigator.
Find the required page group and click 'Edit Root Page'.
(If you see all pages as "View Root page", you have NOT logged in!)
4.2 Remove default top banner by clicking on the top red cross
Click Yes if requested to confirm delete
4.3 Apply template to the root page:
Click on Page properties (NOT Page GROUP properties), then on the Template tab
Select the 'Imperial Standard' template and click Apply (note that the Styles tab disappears)
4.4 Apply settings to root page
Click on the Access tab
Set:
Access Settings - to Specify Access settings
Access Properties - leave both 'Display page to public users' and ''Enable item level security' blank for now, the Page Group owner can set as required later.
Grant Access - Select or enter the Manage group name set up in A1 and ADD, then Apply.
Click on the Parameters tab
Set the parameters for the Drop Down Menu and Left Navigation.
_pageid must be left unchanged
Add these parameters (if required) _bgcolor, _fontcolor, _sublevel as 'New' BEFORE entering the values. Note that entries in New Page Parameter will overwrite the existing parameter value.
Set the parameters as follows:
_pageid - leave unchanged
_bgcolor - set to hex value of background colour of rollover buttons e.g. #003366 is dark blue
_fontcolor - set to hex value of text on rollover buttons e.g. #FFFFFF is white
_sublevel - set no. of levels required in left nav - max is 5
Apply
Then click OK
Root page configuration completed
All Portal site setup changes are now completed
Create empty page group