Saving portlets

Regardless of the element type, the procedure to save a portlet is the same.

Saving portlets

When you finish creating an element and return to the Portlet Builder, click the down arrow next to the Save button to save the portlet for the first time. You see the New Element Finish window.

Complete the new element’s properties:

Portlet Name – enter a unique name for the portlet that will contain this element.
Active – this option is selected by default. Deselect the option if you do not want this portlet to be active. Only portlets with an approved status and marked as active are available to portal users.
Iframe – select this option to display the portlet in an inline frame that can be placed inside of another HTML document or placed directly on a page with other elements flowing around it.

Unlike frames created using <FRAMESET> and <FRAME>, <IFRAME> creates a frame that sits in the middle of a regular nonframed Web page. <IFRAME> works like <IMG>, only instead of putting a picture on the page, it puts another Web page on the page.
No Popup – (available only when you select iFrame) select this option to enable links in this portlet to display inline; that is, links will not display in a separate pop-up window.
Editable – whether the portlet can be edited by the users with the access roles to view the portlet.
Secure – whether this is a secure portlet.
Version – select this option to create a new version of the portlet each time you save it. Subsequent versions have new version numbers.
Parameter – used to create an invisible parameter to which you can assign click-across events.

This property does not display in the Portlet Properties window that appears when you click Properties in the Portlet Builder.
In Context – indicates that the click-thru session should remain in context (that is, continue to use the internal HTTP client to retrieve destination pages pointed to by links on the page), rather than opening a separate browser connection to each link’s target.

In Context helps address certain capture problems where there is a session state associated with the played-back page, and opening a new browser connection on link click (that is, not remaining “in context”) results in this state being lost. It may be necessary to experiment with this option, especially if the result of clicking a link on a played-back page fails to return the expected result.
Title URL – shows the URL of the content you captured.
Help URL – enter the location of the online help file to associate with this portlet, or click Select to browse to and select the file.
Content Type – select the type of content this portlet will display.
Charset – select the character set to use in displaying this portlet’s content.
Category/Subcategory – select a category and subcategory that best fit this portlet.
Portlet Refresh Interval – select the interval at which you want this portlet’s content to refresh. The default is five minutes. The browser automatically makes a request for the portlet content when this interval runs down to zero.
- The default is Daily, which translates into 1440 minutes.
- Specify custom values by selecting Add New in the drop-down list. Specify this value minutes or seconds.
Default Size – select the default size at which you want this portlet to display.
Content Cache Interval – the interval at which you want the content of a portlet to be refreshed for the defined source. If this value is not Real Time, the content is held by the UWP cache for the duration of the specified interval. All requests made during this interval receive the cached content.
- The default is Real Time, which means retrieve the portlet content from its source on every playback request.
- Specify custom values by selecting Add New in the drop-down list. Select the minute/second drop-down list and enter a value in the text box.
Show Last Refresh – display the latest refresh image when the portlet displays. By default, this option is turned “on.”
Roles – select roles from the Available Roles list and add them to the Assigned Roles list to define what roles can access this portlet. See the Enterprise Security Administration Guide for more information on roles.

User accounts with the roles in the Assigned Roles list are the only user accounts that can access this portlet.
Description/Notes – add an optional description or note.

Click Finish. After a message displays that the portlet was saved successfully, click OK to return the Portlet Builder.