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Use

SAP NetWeaver Portal is delivered with a set of Overview pages - displayed with the Overview tab - for many of the functions in portal administrative roles, such as Transport in the System Administration role, and Portal Content Management and Portal Content Translation in the Content Administration role. You can fully customize the links for each source Overview page, as a default page for each function. Administrators can then personalize any of the Overview pages relevant to their own tasks, by defining and describing the links that they need for their own work, and organizing them into categories.

This topic describes how the super administrator can define the default Overview pages, how administrators can personalize the Overview pages for their own work, and how an administrator can create a new Overview page from an Overview template.

Procedure

Customizing the Default Overview Pages

  1. In the Portal Catalog:

    • Content administrators should browse to: Start of the navigation path portal_content Next navigation step Content Provided by SAP Next navigation step Admin Content Next navigation step Content Administrators Next navigation step iViews End of the navigation path.

    • System administrators should browse to: Start of the navigation path portal_content Next navigation step Content Provided by SAP Next navigation step Admin Content Next navigation step System Administrators Next navigation step iViews End of the navigation path.

    The iViews folder contains all of the available Overview pages, named according to their functions.

  2. In the context menu of the Overview page that you want to modify, choose Start of the navigation path Open Next navigation step Overview End of the navigation path. The special editor for the Overview page opens.

  3. In the field at the top left, enter a new name for the page or change an existing name.

  4. Review the links in the categories, and update them or remove them as needed:

    • To update a link, choose the Edit Link icon and change the URL (and Name and Description ).

    • To delete a link, choose the Delete Link icon.

    • To move a link, use the relevant option from the Move context menu, or use the Drag-and-Drop icon to the left of the link to drag-and-drop it to a new location.

  5. Edit existing categories:

    1. To the right of the category that you want to change, choose the Edit Category icon, and change the Name , Description and Pictogram as appropriate.

    2. Create new links in the category by choosing the Add New Link icon to the right of the category name. You can then move the links from the bottom of the list to their appropriate places in the category or elsewhere on the page.

    3. Repeat the previous steps for the other existing categories.

  6. Create new categories:

    1. At the top of the Overview page, choose the New Category icon.

    2. Enter a Name and Description (optional) for the new category, select a pictogram and choose the Column in which it should be placed.

    3. Add links to the category, as described previously.

    4. Move the category to its place on the page.

  7. Close the editor. Your changes are saved automatically.

Personalizing the Overview Page

  1. Access the function whose Overview page you want to change.

  2. At the top right of the page, choose Edit . The current default contents of the page are displayed with controls for editing the links and categories, and creating new items.

  3. Follow steps 3 through 6 of the previous procedure to personalize the page name, categories and links to match your needs.

  4. Choose Done to save your changes and return to the Overview page, where you can review and test your changes.

Creating a New Overview Page

You can create a new Overview page from a blank template and assign it to a new role, for editing by users assigned to the role.

  1. In the Portal Catalog, browse to: Start of the navigation path portal_content Next navigation step Templates Next navigation step iView Templates Next navigation step Overview End of the navigation path.

  2. Copy the Overview iView and paste it into the folder of the role to which you will assign it.

  3. In the context menu of the Overview iView, choose Start of the navigation path Open Next navigation step Overview End of the navigation path. The special editor for the Overview page opens, showing a blank page.

  4. In the field at the top left, enter a name for the page.

  5. Create a new category:

    1. At the top of the Overview page, choose the New Category icon.

    2. Enter a Name and Description (optional) for the new category, select a pictogram and choose the Column in which it should be placed.

    3. Add links to the category by choosing the Add New Link icon to the right of the category name. You can create the links you need and then move them from the bottom of the list to their appropriate order in the category.

  6. Repeat the previous step to create additional categories and links.

  7. Edit the ordering of the links within categories and the categories on the page using the Move context menu to the right of the link or category.

  8. Choose Done at the top right to display the actual page and test your links. To make changes, return to the Edit page and use the icons to the right of the categories and links to modify them, delete them or move them elsewhere on the page.

  9. Assign the iView to the role. For more information, see Adding and Editing Content in Workcenter Roles and Adding and Editing Content in Freestyle Roles and Worksets .