When you add, modify, or delete portal objects—catalogs,
pages, and pages groups—you must update Portal Interface
with those changes. See “Updating Portal Interface with changes”.
To create a new catalog, do one of the following:
Right-click in the Catalog Manager detail view and select New from the Catalog Menu. The Catalog Builder window opens.
Click New on the Catalog Manager toolbar. The Catalog Builder launches.
The catalog tree shows only an untitled catalog. The portlet detail view is empty because no portlets or branches have been created for the new catalog.
Use a branch to organize portlets within a catalog. As you create new branches, keep these rules in mind:
You must create a branch for a new catalog before you can add portlets.
A branch can contain other branches or portlets.
You can have both portlets and branches beneath a single branch.
You can create a new branch beneath the top level of a catalog, or you can create a branch beneath other branches.
You cannot create branches beneath portlets.
Adding a new branch
In the Catalog Builder, click the catalog top level to add a branch, or an existing branch to add a subbranch. If this is a new catalog with no branches, there is only one level to select—Untitled Catalog.
When the Catalog Builder is launched for a new catalog,
the catalog tree shows only an untitled catalog. The portlet detail
view is empty because no portlets or branches have been created
off the new catalog.
Click the down arrow next to the Add icon and select Add Branch, or right-click the catalog’s top level and select Add Branch from the pop-up menu.
Enter a name in the text field that appears. The default name is New Branch.
Click OK.
Adding a portlet to a catalog
Portlets can only be added to branches of a catalog. Only portlets that are approved and marked as active can be added to a catalog.
The portlet list displays the portlets that are assigned to a branch. You can add, delete, or move portlets in the portlet list. The columns displayed in the Portlet List are Name, Version, Owner, and Date Modified.
In the catalog tree, select an existing branch to which you want to add a portlet.
Click Add on the Catalog Builder toolbar to launch the Find Portlet window. You can also:
Right-click the branch and select Add Portlets from the pop-up menu; or
Select the branch, click the down arrow next to the Add button, and select Add Portlets; or
Select the branch, right-click in the portlet detail view, and select Add Portlets from the Portlet Menu.
Fill in the criteria by which you want to search for existing portlets, then click Search. Portlets that meet the search criteria display in the Search Results pane.
Select Advanced Search to display additional search criteria:
Modified By – search for portlets modified by a particular user.
Status – because only Approved portlets can be added to a catalog, you cannot change this option.
Title URL – search for portlets with a specific title URL.
In the Search Results pane, click a listing to select a portlet. To select several portlets, hold down the Ctrl key and click each listing you want to select.
Click Add to move the selected portlets to the portlet list in the detail view of the Catalog Builder.
Saving a new catalog
Once you are satisfied with a new catalog’s contents, click the down arrow to the right of the Save button and select Save As.
Enter a unique name for the catalog.
Select Versioning to save the catalog as a new version.
Enter an optional description and notes.
Click a role in the Available Roles list to select that role, then click Add to add the role to the Assigned Roles list. Click Add All to move all of the available roles to the Assigned Roles list.
Only the users assigned the roles in the Assigned Roles
list can access this catalog.
To allow every portal user to access the Add Portlet functionality, add the PortalUser role to the Assigned Roles list. Every portal user is guaranteed to have the PortalUser role.
See the Enterprise Security Administration Guide for information on setting up Enterprise Security to work with the portal.
When you are satisfied with your entries, click OK.
When the confirmation prompt confirms that the catalog was saved successfully, click OK.
Return to the Catalog Manager and select New from the Catalog Manager Status menu. You see the new catalog in the detail view. When you create a catalog in Web Studio, the catalog is automatically saved with a status of New.
Viewing or changing a catalog’s properties
To view or edit a catalog’s properties, right-click a catalog in the Catalog Manager detail view and select Properties from the pop-up.
Change any of the following options:
Status – to display a catalog in Portal Interface, change the status to approved.
Shared – this option is reserved for a future release.
Active – make this the active catalog that displays in Portal Interface. Only one catalog can be the display catalog and it must have an approved status and be marked active.
Description/Notes – enter a note or description.
Click OK to save your changes.
Changing a catalog’s status
To display a catalog in Portal Interface, it must have a status of approved and be marked active.
In the Catalog Manager, select New from the Status menu.
In the detail view, right-click the catalog and select Approval Status | Approved from the pop-up.
Select Approved from the Status menu. The catalog displays in the approved detail view.
To make this catalog display in Portal Interface, right-click the catalog in the detail view and select Active | Yes.
To update Portal Interface with the new catalog contents, click Update on the Catalog Manager toolbar.
Moving an existing branch
When a catalog displays in Portal Interface, the portlets display in the order in which they appear beneath a branch in the catalog tree. Move branches or portlets up and down according to how you want the branches and their associated portlets to appear in Portal Interface.
In the Catalog Manager, select the status of the catalog you want to edit.
In the detail view, right-click the catalog you want to change and select Edit from the Catalog Menu. The catalog displays in the Catalog Builder.
In the Catalog tree, select the branch you want to move.
Right-click and select Move Up or Move Down from the pop-up.
Deleting an existing branch
Select the branch you want to delete.
Right-click and select Delete Branch from the pop-up.
Renaming an existing branch
Select the branch you want to rename.
Right-click and select Rename Branch from the pop-up.
Type the new name in the text field that appears.
Click OK.
Deleting a portlet from a catalog
To remove a portlet, select the branch with that portlet in the catalog tree.
In the portlet list detail view, right-click the portlet to remove and select Delete Portlet from the pop-up.
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