Managing Objects in the Portal Catalog

Use

The manner in which you set up and organize the hierarchy of folders and objects in the Portal Catalog is completely flexible. Typically, you will want to plan the basic structure in advance, taking into account the distribution of content development into teams, and the assignment of permissions and responsibilities per folder or branch in the structure. For more information, see Delegating Administration Tasks .

In addition to creating new folders and objects using the content-creation wizards (explained in Creating Portal Objects ), the Portal Catalog provides a range of object-specific management and editing features accessed directly from the context menu of each object.

Prerequisites

The proper access permissions have been defined for each potential user. Access permissions determine which folders and objects in the Portal Catalog each user has access to and the actions that can be performed. See Portal Permissions .

Process

  1. Right-click the topic to be edited.

  2. Choose the relevant option from the context menu. The following table lists many of the functions that may be performed on the different portal objects.

    Function

    Procedure

    More Information

    Open an object for editing

    Choose Start of the navigation pathOpen Next navigation step <object type>End of the navigation path

    Editing Portal Objects

    View the properties of a folder or object

    Choose Start of the navigation pathOpen Next navigation step PropertiesEnd of the navigation path

    Editing Object Properties

    Access the permission settings of an object

    Choose Start of the navigation pathOpen Next navigation step PermissionsEnd of the navigation path

    Setting Permissions in the Permissions Editor

    View delta-link dependencies of an object

    Choose Delta Link Tracer

    Tracing Delta Link Dependencies

    Preview a page or an iView (only)

    Choose Start of the navigation pathPreviewEnd of the navigation path

    You can also preview iViews and pages by opening the editor for the object and using the Preview feature available within the editor. For more information, see Using Object Editors

    Copy an object or folder

    Use the Copy and Paste options

    Copying an Object or Folder (Copy / Paste)

    Move objects in the tree structure

    Use the Cut and Paste options

    Moving an Object or Folder (Cut / Paste)

    Delete an object or folder

    Choose Delete

    Deleting an Object or Folder

    Change the ID of an object

    Choose Change ID

    Changing an Object ID

    Rename an object or folder

    Choose Start of the navigation pathOpen Next navigation step <object type>End of the navigation path to open the object editor. Then modify its name and other properties as needed.

    Editing Portal Objects

    Add an object to the My Objects list

    Choose Add to My Objects

    Using Favorite Objects

    Assign a page or iView to be a dynamic-navigation object

    Choose Dynamic Navigation

    Assigning Dynamic Navigation iViews

    Copy the URL of an iView or page to the clipboard

    In the Detailed View of a selected role, select the object and choose Copy URL

    Useful for integrating the selected role content into a third-party framework or portal.

    By default, the copied URL uses the portal alias of the Interop desktop. For information about changing the default URL alias for the copy action, see Defining URL Aliases .

    Copy the PCD ID of an object to the Clipboard

    Choose Copy ID

    		  

    Export a transport package

    Choose Start of the navigation pathExport Next navigation step Standard ExportEnd of the navigation path or Start of the navigation pathExport Next navigation step Quick ExportEnd of the navigation path

    Exporting a Transport Package