8 Creating, Editing, and Publishing a Portal Page

1. Open the page in the portal editor (see Opening a Page in the Page Editor). The default view shows how the page looks on a desktop browser.
2. Click the Desktop menu, and select a device group for which to preview the selected page (Figure 8-1).

   Figure 8-1 Selecting Device Group for Page Preview

   
   Description of "Figure 8-1 Selecting Device Group for Page Preview"
3. In the left pane, select a device from the device group, or click the and icons to sequentially select each device and view how the page content will be formatted when it is displayed on the selected device (Figure 8-2). For example, scroll bars may be added if the device viewport is not big enough for the full page.

   Viewing the page on different devices in edit view can help you decide whether the base page is suitable for certain devices. For example, if you determine that a particular base page is suitable for both desktop and tablet, you can decide a page variant for tablet is not needed.

   In this view, you can:

   • Scroll through the list of devices in the device group.

   • Change the orientation of the device by clicking the and icons.

   • Hide and show the device pane by clicking the and icons.

   • Edit the page, as described in Editing a Portal Page.

   Figure 8-2 Previewing Page Format

   
   Description of "Figure 8-2 Previewing Page Format"
4. To preview the page in a selected device viewport, click Preview (Figure 8-3). In this view, you cannot edit the page. A preview shows exactly what will be seen on the device, including page fallbacks (if specified) and the device skin.

   If a page is configured to have no fallback if an associated page variant does not exist, either at the application level (see Setting the Page Behavior for a Portal When No Page Variant Exists) or the portal level (Setting Page Behavior for a Specific Page When No Page Variant Exists), that page will not be shown in the device viewport.

   Figure 8-3 Previewing Page in Device Viewport

   
   Description of "Figure 8-3 Previewing Page in Device Viewport"
5. Click the Back To Edit icon (Figure 8-4) to return to the portal editor.

   Figure 8-4 Back To Edit Icon

   

• In the Filter field, enter a string containing full or partial page names or descriptions.

1. In the portal editor, click Desktop, and select the device group for which you want to view associated pages (Figure 8-5).

   Figure 8-5 Filtering Page List By Device Group

   
   Description of "Figure 8-5 Filtering Page List By Device Group"

   The selection pane displays pages associated with the selected device group.

   Any pages that are configured to have no fallback if an associated page variant does not exist, either at the application level (see Setting the Page Behavior for a Portal When No Page Variant Exists) or the portal level (Setting Page Behavior for a Specific Page When No Page Variant Exists), will not be shown in the navigation when you filter by that device group.

1. Go to the portal editor (see Opening the Portal Editor).
2. Create a new page or subpage in either of the following ways:

   • Select any item in the portal navigation, then click its Actions icon () and select Add, then New Page or New Subpage to add a new page or subpage immediately below the selected item.

   • Click Create New Page to add a new page at the bottom of the navigation pane (you can later reorder and change the hierarchy of the pages in the navigation pane) (Figure 8-6).

   Figure 8-6 Creating a Page or Subpage in the Portal Editor

   
   Description of "Figure 8-6 Creating a Page or Subpage in the Portal Editor"
3. Click the page style you want to use for your new page. Right and left arrows may be shown to scroll through the available page styles.

   Use the search field to search for page styles by name, description, or keywords.

   See Also:

   About Page Styles

   Figure 8-7 Selecting a Page Style

   
   Description of "Figure 8-7 Selecting a Page Style"
4. In the fields under Review Page Information, enter a page name and, optionally, a description and keywords for the page. Enter any keywords related to the content of the page to make it more easily discoverable in search results. Separate keywords with a space or comma.

   The name that you enter here displays at the top of the page and other places where pages are available for selection, such as in the page navigation for the portal. The page name and description are searchable and appear in search results. Keywords are used for search only.

   Notes

   • There are no restrictions on the characters you can use in page names.

   • If you enter a name that duplicates an existing page name, WebCenter Portal automatically adds a numeric suffix to the page name and creates the new page with the modified name. For example, if MyPage exists, and you try to create a new page named MyPage, WebCenter Portal renames the new page MyPage1.

   • You can give a page the same name as any system pages (for example, Activity Stream, Announcements, Discussions, Documents).

   • While there are restrictions on naming files (including wiki documents), there are no naming restrictions for wiki page names. Thus, while any of the following characters can be used to name a wiki page, the page title will include the character(s) but the associated wiki document will replace the illegal character with _.

     ? # & \ / * " | < > : ^
     

     For example, if you create a wiki page named "What's In a Name?", the page will have this title, but the associated wiki document will be named _What's In a Name__.

5. Optionally, modify the URL for the page from the default shown.
6. To view or modify existing default parameter settings, click Page Settings to open the Settings page.

   Note:

   This page appears only if the selected page style includes page parameters. Such parameters are useful for establishing page settings during page creation, rather than editing the page later. Parameters may be used to show or hide areas of a page, set styles or settings for the page, set a product ID, and so on.

   Optionally modify the default values of the built-in page parameters, then click Back to Create Page.

7. To view or modify existing default security settings, click Set Permissions to open the Access page (Figure 8-8).

   Figure 8-8 Create Page Wizard: Access

   
   Description of "Figure 8-8 Create Page Wizard: Access"

   Optionally, modify the access to the page, then click Back to Create Page.

   For more information, see Setting Page Security.

   Note:

   You can override the page security to create a page that does not take the permissions from the portal roles, but instead allows custom scenarios to be set up where you can control who can see the page, who can edit it, who can create subpages, and so on. If you do not set security in the Create Page wizard at this time, you can set it later in the portal editor.

8. Click Create Page.

1. Click Create Page.

   Tip:

   The location of the Create Page link depends on the page template in use. For example, you may access it through an Actions menu.

2. On the Select a Style page, explore the page styles available to you to use as the basis for your new page, then click Use This beneath the style you want to use.

   See Also:

   About Page Styles

   The Page Information page opens.

3. Enter a page title and, optionally, a description and keywords for the page. Enter any keywords related to the content of the page to make it more easily discoverable in search results. Separate keywords with a space or comma.

   The title that you enter here displays at the top of the page and other places where pages are available for selection, such as in the page navigation for the portal. The page name and description are searchable and appear in search results. Keywords are used for search only.

   Notes

   • There are no restrictions on the characters you can use in page names.

   • If you enter a name that duplicates an existing page name, WebCenter Portal automatically adds a numeric suffix to the page name and creates the new page with the modified name. For example, if MyPage exists, and you try to create a new page named MyPage, WebCenter Portal renames the new page MyPage1.

   • You can give a page the same name as any system pages (for example, Activity Stream, Announcements, Discussions, Documents).

   • While there are restrictions on naming files (including wiki documents), there are no naming restrictions for wiki page names. Thus, while any of the following characters can be used to name a wiki page, the page title will include the character(s) but the associated wiki document will replace the illegal character with _.

     ? # & \ / * " | < > : ^
     

     For example, if you create a wiki page named "What's In a Name?", the page will have this title, but the associated wiki document will be named _What's In a Name__.

4. Click Create to create the page with existing default parameter and security settings, or click Next to open the Settings page

   Note:

   This page appears only if the selected page style includes page parameters. Such parameters are useful for establishing page settings during page creation, rather than editing the page later. Parameters may be used to show or hide areas of a page, set styles or settings for the page, set a product ID, and so on.

   Optionally modify the default values of the built-in page parameters.

5. Click Create to create the page with existing default security settings, or click Next to open the Access page.

   Optionally, modify the access to the page. For more information, see Setting Page Security.

   Note:

   You can override the page security to create a page that does not take the permissions from the portal roles, but instead allows custom scenarios to be set up where you can control who can see the page, who can edit it, who can create subpages, and so on. If you do not set security in the Create Page wizard at this time, you can set it later in the portal editor.

6. Click Create.

In the page editor (Figure 8-12), you can select a page in the left navigation pane to edit it. To hide or show the left navigation pane, click the Pages icon.

Figure 8-12 Page Editor

When page drafts are enabled in the portal administration settings, you can refine your page updates before making them available to others who view the portal. When users with Edit Page or Contribute Page Content permission view the page in the portal editor, they will see the latest updates in the page draft. When viewing a portal, these users can click an icon in the floating toolbar to switch views between the published page and the pending page draft. Users without either of these permissions will only ever see the most recently published page. When you or other approvers are satisfied with the page updates, you can publish the page. For more information, see About Page Drafts and Opening a Page in the Page Editor.

When editing a page, the page content is editable, but the page template "container" for the page is not editable. To edit a page template, see Editing a Page Template.

The page editor provides a WYSIWYG rendering of the page and its content, where controls are directly selectable on each component to move, delete, or perform custom actions on the component. To add components to the page, you use the resource catalog, which you can show and hide on the right side of the page.

Figure 8-13 Showing and Hiding the Resource Catalog

Description of "Figure 8-13 Showing and Hiding the Resource Catalog"

Figure 8-14 Resource Catalog

Description of "Figure 8-14 Resource Catalog"

For information about enabling or disabling page drafts, see Disabling and Enabling Page Drafts in a Portal.

When page drafts are enabled, changes that you make to a page are processed in one of the following ways:

• Page updates take effect only on a page draft and require that the page is published before the updates can be seen by page viewers. For example:

  • changing the contents on the page by adding or deleting components

  • rearranging contents on the page

  • changing page layout

  • setting parameters of components on the page

• Page updates take effect immediately on the published page, regardless of whether or not the page has a pending draft. This applies to refreshing the page style (see Refreshing a Page with Page Style Updates) and to any changes made to page information (on the Summary, Parameters, Source, Security, or Advanced tabs), as described in Managing a Portal Page.

• Page updates take effect on a page draft if it exists; otherwise, if a page draft does not exist, the updates take effect immediately on the published page. For example, editing the page source.

In the portal editor (see Opening the Portal Editor), the Drafts icon in the left pane (Figure 8-15) is overlaid by a number indicating how many page drafts exist in the current portal. If there are no page drafts to be published, there is no number on the Drafts icon.

Figure 8-15 Drafts Icon

1. Go to the portal editor (see Opening the Portal Editor).
2. In the navigation pane, select the page you want to edit, and click Edit Page (Figure 8-16). To hide or show the left navigation pane, click the Pages icon.

   Figure 8-16 Portal Editor: View Page

   
   Description of "Figure 8-16 Portal Editor: View Page"
3. In the page editor (Figure 8-17), the editable body of the page displays inside its non-editable page template.

   Figure 8-17 Portal Editor

   
   Description of "Figure 8-17 Portal Editor"

   When page drafts are enabled in the portal administration settings, notice that the page editor shows DRAFT in the header to indicate that you are editing a page draft, not the published page. The Drafts icon in the left pane (Figure 8-18) displays a number identifying the number of pages that include edits that have not yet been published. When users with Edit Page or Contribute Page Content permission view the page, they will see the latest updates in the page draft in the page editor. Users without either of these permissions will only ever see the most recently published page. For more information, see About Page Drafts and Publishing a Portal Page.

   Figure 8-18 Drafts Icon

   

   Note:

   The page content is editable, but the page template "container" for the page is not editable. To edit a page template, see Editing a Page Template.

4. Edit the page as desired, as described in the following sections:

   • Refreshing a Page with Page Style Updates

   • Changing Page Layout

   • Adding Components to a Page

   Notes

   • To manage the current page or navigation item, click its Actions icon () and select Page Information. On the Page Information tabs, you can set general page information, define parameters, establish page security, and specify additional navigation options. For more information, see Managing a Portal Page.

   • You can also use the left pane to create and add pages, subpages, page variants, and other navigation items in the current portal, adding them to the portal navigation. For more information, see:

     • Creating Pages or Subpages in a Portal

     • Creating a Page Variant for a Device Group

     • Adding an Existing Page to the Portal Navigation

     • Adjusting Page Order and Hierarchy in the Portal Navigation

     • Adding Items to the Portal Navigation

Because users access a portal from the Web, multiple users may attempt to edit the same page at the same time. When one user is editing a page, a lock icon displays alongside the page in the navigation pane (Figure 8-19). If you hover over the lock icon, hint text specifies the user who has the page locked.

Figure 8-19 Page Lock Icon

Description of "Figure 8-19 Page Lock Icon"

When a second user attempts to edit the page, a concurrency warning notifies the user that the page is already locked for editing (Figure 8-20). Only one user can edit a page at a time.

Figure 8-20 A Concurrency Warning in the Page Editor

Description of "Figure 8-20 A Concurrency Warning in the Page Editor"

When the page is not being edited, the lock icon does not display, and the page is available for editing by any authorized user.

1. Open the page in the page editor (see Opening a Page in the Page Editor).
2. Click the page's Actions icon () and select Refresh from Page Style.
3. In the Refresh from Page Style dialog (Figure 8-21), click OK to refresh the page with the changes made to its page style.

   Figure 8-21 Refresh from Page Style Dialog

   

1. Open the page in the page editor (see Opening a Page in the Page Editor).
2. Click Change Layout (or press Alt+L) and select one of the available layouts (Figure 8-22. The selections show both built-in and custom layouts that are listed on the Assets page for the portal, and the application-level Shared Assets page.

   See Also:

   Working with Layouts.

   Figure 8-22 Changing Page Layout: Layout Menu

   
   Description of "Figure 8-22 Changing Page Layout: Layout Menu"

   In the page editor, the page refreshes immediately with the selected layout.

In Structure view (Figure 8-25), you have access to page layout components in a tree structure, which enables you to fine-tune the design of page templates, system pages, and tasks flows, and select and modify components that are not exposed in the resource catalog. For examples, see Working with Layout Components.

Figure 8-25 Structure View of Page Editor: Editing a System Page

Description of "Figure 8-25 Structure View of Page Editor: Editing a System Page"

Component selection is indicated by a dark blue outline. A light blue outline is drawn when the mouse hovers around a component that can be selected for editing, and your mouse cursor changes to a magnifying glass (Figure 8-26). When you select a component in the structure pane, it is automatically selected on the page. Similarly, if you select a component on the page, it is automatically selected in the structure pane.

Figure 8-26 Mouse Cursor as Magnifying Glass in Structure View

Description of "Figure 8-26 Mouse Cursor as Magnifying Glass in Structure View"

1. Open the page template, system page, or task flow in the page editor to display it in Structure view. See:

   • Editing a Page Template

   • Customizing System Pages in Administering Oracle WebCenter Portal

   • Editing a Task Flow

2. In the hierarchical list of page components, select the component in which to place content.

   Tip:

   You can also select a component by clicking it in the WYSIWYG section of the page. A selected component is outlined in blue.

3. Click the Add content into the selected component icon to open the resource catalog (Figure 8-27)

   Figure 8-27 Resource Catalog in Structure View of the Page Template

   
   Description of "Figure 8-27 Resource Catalog in Structure View of the Page Template"
4. In the resource catalog, navigate to the component you want to add by clicking Open next to folders to drill down to related components, or search for it, then click the Add link next to it. The resource catalog dialog does not support drag-and-drop.

   Note:

   For a description of the components available in the default resource catalogs, see About Resource Catalogs.

5. Click Save to save your changes.

1. Open the page template, system page, or task flow in the page editor to display it in Structure view. See:

   • Editing a Page Template

   • Customizing System Pages in Administering Oracle WebCenter Portal

   • Editing a Task Flow

2. Select the component by clicking it in the WYSIWYG pane, or clicking its entry in the hierarchical list pane.
3. Click the Show the properties of component name icon above the hierarchical list pane (Figure 8-28).

   Figure 8-28 Show Properties Icon in Structure View

   
   Description of "Figure 8-28 Show Properties Icon in Structure View"
4. In the Component Properties dialog, edit component properties as desired. Click the Help icon on each tab for property descriptions.
5. Click OK to close the Component Properties dialog.

1. Open the page template, system page, or task flow in the page editor to display it in Structure view. See:

   • Editing a Page Template

   • Customizing System Pages in Administering Oracle WebCenter Portal

   • Editing a Task Flow

2. In the list of components, select the component to delete.
3. Click the Delete icon (Figure 8-29).

   Figure 8-29 Delete Icon in Structure View

   
   Description of "Figure 8-29 Delete Icon in Structure View"
4. In the resulting confirmation dialog, click Delete.

   The component is permanently removed from the page. If the component had any child components, those child components are deleted as well.

5. Click Save to save your changes.