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.

Note

The Portal Catalog does not display objects that are embedded in other objects, such as iViews assigned to a page or pages assigned to a role. You can view the objects by selecting the parent object in the Portal Catalog and opening the Detailed View tile. To access and edit embedded objects, open the parent object for editing, and then access the embedded object listed in the editing area. For more information, see Editing Portal Objects .

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

Right-click the topic to be edited.

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 Open <object type>	Editing Portal Objects
View the properties of a folder or object	Choose Open Properties	Editing Object Properties
Access the permission settings of an object	Choose Open Permissions	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 Preview	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 Open <object type> 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 Export Standard Export or Export Quick Export	Exporting a Transport Package