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Procedure documentationFinding and Replacing Portal Properties Locate this document in the navigation structure

 

The Find and Replace wizard enables you to modify the properties of multiple portal objects simultaneously.

Example Example

To change the authentication scheme for several iViews from default to anonymous, you would call up the wizard and choose any number of folders, roles or pages that contain the relevant iViews. For search criteria, you could enter either the default property value or the AuthScheme property ID (this is the ID of the Authentication Scheme property). In the replacement value, you would enter anonymous. After confirming which objects and properties you want changed, the wizard modifies the relevant properties for you in a single action.

End of the example.

If used incorrectly, the wizard can irreversibly damage an entire portal or parts of it. Before you use the wizard, make sure you read and understand these instructions completely.

Before executing a property replacement in an object, you should determine if the current property value is inherited from another source object or is defined locally in the object itself. Applying local changes to a property in a delta link object breaks the inheritance between that object and its source for the modified property only. In certain cases, you may prefer to change an object higher in the delta link chain to maintain the property inheritance. Modifying the properties of an object also affects dependent objects in the delta link chain. More information: Tracing Delta Link Dependencies.

Prerequisites

To view objects in the result set, you must have at least administrator read permissions for each object. To change the properties of an object, you must have at least administrator read/write permissions for each object.

More information: Permission Levels.

Procedure

1. Define Search Criteria

  1. In the Search For area, choose Find & Replace.

  2. In the content area, define your search criteria by entering one or more of the following properties:

    • Name

    • Description

    • ID

      Note Note

      If you select more than one criteria, the search results will contain a property that is identified by any one of the specified criteria. Wildcards are permitted in your search criteria.

      End of the note.

  3. To make your search criteria case-sensitive, select the Case Sensitive check box.

  4. To include templates in your search, select the Include templates check box.

  5. Use the following filters to refine your search:

    • To limit the search to a specific top-level folder, from the Search In dropdown list, select the folder in which you want to search.

    • To limit the search to a lower-level folder, right-click the folder in the Portal Catalog, and choose Search in Folder.

    • To limit the search to a specific object type, in the Object Type dropdown list, select an object type.

      To select more than one object type, choose Multiple Object Types, and in the Select Object Types dialog box, hold down the CTRL key and select the object types from the list.

    • Specify a limitation on the amount of time the search is conducted by specifying a timeout in the Approximate Timeout (seconds) box. When an approximation of the specified amount of time elapses, the search tool stops searching for results. The default time is 30 seconds.

    • To add one or more property-based filters to the search results:

      1. In the Property-based Filter area, choose Add Row, and then choose the browse button.

      2. In the Select Properties dialog box, select a property from the Object Properties dropdown list.

      3. (Optional) To filter the results displayed, you can select a template from the Template dropdown list where available.

      4. Select the required property. The property appears in the Property-based Filter table.

        Note Note

        If you have multiple property IDs in your list, the search engine filters, as follows: For identical property IDs with different values, the search engine searches for properties containing all of the different filters. For property IDs of different types, the search engine searches for properties containing one of the filters.

        End of the note.

      5. Enter a value.

  6. When you have entered all your search criteria, choose Next to begin the search.

    The wizard finds and lists all objects that contain the search criteria.

2. Refine Search Results

In this step choose which properties in the result set you want to modify.

  1. In the list of results, add filters and remove objects, to refine the search results before replacing them with other properties, as follows:

    • To remove objects from the list of results, select the object and choose Remove from List.

    • To filter the search results by object type, select the required object in the search results table and in the Show Object type dropdown list, select an object type. This is useful if your list of results is long, and you want to remove objects of a certain type.

    • To locate an object in the Portal Catalog, select the object in the search results table, and choose Locate in Tree.

    • To open the object in its respective primary editor, select the object in the search results table, and choose Open Object.

    • To save the results of your search in a file, choose Export to File.

      In the Export to File dialog box, choose the .xls link to open the file in a separate window.

      Note Note

      You must open the file to save it. If you close the dialog box without opening the file, choose Export to File again. If you have filtered your search, only the results of the filtered search are displayed in the file.

      End of the note.

    • Open the object in the Property Editor. The Property Editor enables you to view and edit the properties and attributes of portal objects.

  2. Click Next.

3. Define Replacement Values

  1. In the Property box, choose the browse button.

  2. In the Select Properties dialog box, select a property from the Object Properties dropdown list.

  3. Select the required property.

  4. In the New Value box, enter a replacement value.

  5. In the Replacement Method dropdown list, choose one of the following options:

    • Overwrite the current value to overwrite the original property with the replacement property.

    • Add as a Prefix to add the replacement property as a prefix to the original property.

    • Add as a Suffix to add the replacement property as a suffix to the original property.

  6. Click Next.

4. Preview Changes

In this step you can preview your changes before executing the replacement.

  1. Carefully check the replacements that you have specified. The following information is displayed:

    Property ID

    Displays the ID of the property you are replacing.

    New Value

    Displays the value which replaces the property value.

    When Replacing

    Displays the position of the replacement property, for example, as a suffix.

  2. Click Finish.

    Caution Caution

    When you choose Finish, the replacement is executed. This action cannot be undone.

    End of the caution.

    A summary page appears. It notifies you of the following:

    • The number of objects that were successfully replaced and the number of objects that were not replaced.

    • Name of the value before replacement and the name of the value after replacement

  3. (Optional) Click Restart wizard if you want to run the Find & Replace wizard again.