Personalizing Portal Pages 

Use

Your administrator defines a default layout and the content for each page assigned to you, as well as whether you are allowed to change the default settings for a page.

If you have proper authorization, you can:

            Change the layout to any other that has been assigned to the page

            Add your own, personalized content from any that has been assigned to you

            Reposition the iViews on a page

Personalization is done in the Personalize Page environment, whose tree structure displays the following two nodes:

·        Personalized Page: Lists the iViews that are presently part of the page, including iViews that have been set as hidden. You can display a hidden iView by right-clicking it and choosing Add iView to Page.

·        Portal Content: Opens to display all the content assigned to you, allowing you to add other iViews and pages to the present page.

Prerequisites

            The administrator has not defined the page as Fixed.

            If you want to change the layout, the current page should have layouts other than its default that you can access.

Procedure

            ...

            ...

       1.      From your portal content, click the page you want to personalize.

       2.      From the page title bar, click the Options icon and from the drop-down menu choose Personalize. The Personalize Page dialog of the page in focus opens in the default Page Layout view.

       3.      Follow the appropriate procedure as described in Personalizing Options, below.

       4.      Save your settings.

       5.      Click Refresh and then, optionally, click Preview to view your changes in the portal work environment.

Personalization Options

You can perform any of the following operations to personalize your portal pages:

Selecting a new layout

            ...

       1.      From the Show Layout drop-down list, choose the layout you want. If there is only one item, it means that the administrator assigned only the default layout when creating the page.

       2.      If the new layout you select consists of more than one column, all the page content is automatically displayed in the first column. You can arrange the content as you wish.

Organizing content on a page

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       1.      Specify the column in which you want to display an iView by doing the following:

                            a.      Select the iView you want to reposition.

                            a.      From the Move to Container drop-down list, choose the target column.

                            b.      Click Move.

IE users:

If working in Microsoft Internet Explorer, you can also change the column assignments by dragging the iView you want to reposition to the desired column.

       2.      Specify the position of an iView within its column by doing the following:

...

                            a.      Select the iView you want to reposition.

                            b.      Click Up or Down to position the iView accordingly.

IE users:

If working in Microsoft Internet Explorer, you can also arrange the order of iViews by dragging them to the desired position in the column, as indicated by a red bar.

Adding content to a page

The navigation panel displays a list of all content assigned to you.

·        To add an iView or page to the page you are personalizing, right-click the item and choose Add iView / Page to Page.

·        It is possible to add the same iView multiple times to a page by repeating the Add iView to Page operation.

·        When you add a page to a page, it inserts as an iView, into the first column, and displays according to its own layout. Therefore, if you add a page that has a two-column layout, with iViews in both columns, that page fits into the first column of the page you are personalizing, and displays its two columns, but on a smaller scale.

·        If you want to reposition a page you added, you must move the entire page; you cannot move individual elements of that page.

Searching for Content to Add

The navigation panel also displays a Search tab containing a tool that searches the Portal Catalog for an iView or page that you may want to add to a page.

For example, you may not be familiar with all the content that you have received, but you are interested in having an iView that accesses the World News site. You can enter World News in the search field to see if such an iView comes up and if you can add it to your page.

To find content and add it to your page:

            ...

       1.      Click the Search tab to display the Search tool.

       1.      From the Search In drop-down list, select either Entire Portal Catalog or Selected Folder to focus your search.

       2.      Choose if you want to search according to the Name, ID, or Description property of an object.

       3.      In Search String, enter a keyword, and click Search. The entries are case-sensitive.

       4.      In the search results pane, right-click the item you want to add to the page and choose Add iView to Page.

Removing content from a page

When you remove an object from a page, you do not delete it from your assigned content. It remains visible under the Personalized Page node of the navigation panel and can be reinstated on the page at any time.

To remove an object from a page, select it and click Remove.

Reverting to default settings

Use the Restore Defaults button to reset the content and layout of the page to the default settings defined by the content administrator.