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Procedure documentationCreating Roles with the Role Wizard and Editor Locate this document in the navigation structure

 

You create roles in the Portal Content Studio using the Role Wizard, and then build structure hierarchies and assign content objects to the role in the Role Editor.

Prerequisites

Roles are stored in the Portal Catalog. Before you create roles, you should create the folders in which you want to store your roles in the Portal Catalog.

For more information, see Creating a Folder.

Procedure

  1. In the top-level navigation bar, choose   Content Administration   Portal Content  .

  2. Right-click the folder in which you want to create the role and choose   New   Role  .

    The Role Wizard opens in the Edit Area of the Portal Content Studio.

  3. Enter the following data in step 1 General Properties:

    Property

    Description

    Role Name (required)

    This name is displayed in the Portal Catalog, in lists, and in tables. It may contain up to 250 characters including blanks.

    Role ID (required)

    A role is uniquely identified by its ID. For more information, see Object IDs and Namespace Prefixes.

    Role ID prefix (optional)

    You define a prefix when you want to define a namespace for your objects. See also Object IDs and Namespace Prefixes.

    Master language (required)

    The master language is the original language of an object in the Portal Catalog.

    Description (optional)

    A description of the role.

  4. Choose Next.

  5. In step 2 you can check the settings you made.

  6. Choose Finish.

    The role is created and is displayed in the Portal Catalog.

  7. Open the new role in the Role Editor.

    At this point the role does not yet contain any content objects.

  8. Create a role hierarchy:

    • Create new folders in the Role Editor by clicking the New Folder button. Enter a name for the new folder and choose OK.

      The folder is created in the role.

    • Add content objects (iViews, pages, worksets, roles) either directly to the role or to the created folders:

      1. Select the role folder to which you want to add the content object.

      2. In the Portal Catalog, right-click the object that you want to add to the role and choose   Add <Object> to Role   Copy/Delta Link  .

      For more information, see Adding Content Objects to Roles and Worksets.

  9. In the Property Editor, adjust or change role properties.

Note Note

You do not need to explicitly save changes made in the Role Editor. However, changes made with the Property Editor must be saved explicitly by clicking the Save button.

End of the note.
Other Functions in the Role Editor

  • Entry Point

    You can specify which node in the role is to be displayed as a navigation entry point. More information: Defining Entry Points.

  • Visible

    You can specify whether nodes are visible in the navigation hierarchy. More information: Defining Invisible Navigation Nodes.

  • Sort Priority

    You can view the sort priority of objects in the Role Editor, but the sort priority can only be changed in the Property Editor. More information: Defining the Sort Sequence of Navigation Nodes.

  • Merge

    You can see whether the object can be merged. An asterisk denotes that the 'Merge ID' property has not been set for this object.

    To view the object's merge ID, hover the cursor over the value in the Merge column. For information about setting the 'Merge ID' property, see Merging Navigation Nodes and Defining the Sequence.

  • Navigation Structure Preview

    You can see the role's navigation structure as it will appear at runtime. Changes made in the Merge and Visible columns are reflected in the Navigation Structure Preview area.

  • Changing roles

    You can change existing roles. You can do this with both your own roles and with those delivered by SAP. For more information, see Changing Roles and Worksets.

  • Role Permissions

    You can launch the Permission Editor from the Role Editor to define the role permissions for administrators, for end users, and for role assignment. For more information about permissions see Portal Permissions and Permission Levels.

    To launch the Permission Editor, from the Editor link bar, choose Permissions.