Catalog Builder  Updating Portal Interface with changes

Chapter 8: Building Catalogs

Creating and editing catalogs

NoteWhen 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:

The catalog tree shows only an untitled catalog. The application detail view is empty because no applications or branches have been created for the new catalog.

Use a branch to organize applications within a catalog. As you create new branches, keep these rules in mind:

StepsAdding a new branch

  1. 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.

    NoteWhen the Catalog Builder is launched for a new catalog, the catalog tree shows only an untitled catalog. The application detail view is empty because no applications or branches have been created off the new catalog.

  2. 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.

  3. Enter a name in the text field that appears. The default name is New Branch.

  4. Click OK.

StepsAdding an application to a catalog

Applications can only be added to branches of a catalog. Only applications that are approved and marked as active can be added to a catalog.

The application list displays the applications that are assigned to a branch. You can add, delete, or move applications in the application list. The columns displayed in the Application List are Name, Version, Owner, and Date Modified.

  1. In the catalog tree, select an existing branch to which you want to add an application.

  2. Click Add on the Catalog Builder toolbar to launch the Find Application window. You can also:

  3. Fill in the criteria by which you want to search for existing applications, then click Search. Applications that meet the search criteria display in the Search Results pane.

    Select Advanced Search to display additional search criteria:

  4. In the Search Results pane, click a listing to select an application. To select several applications, hold down the Ctrl key and click each listing you want to select.

  5. Click Add to move the selected applications to the application list in the detail view of the Catalog Builder.

StepsSaving a new catalog

  1. 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.

  2. Enter a unique name for the catalog.

  3. Select Versioning to save the catalog as a new version.

  4. Enter an optional description and notes.

  5. 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.

    Note Only the users assigned the roles in the Assigned Roles list can access this catalog.

    To allow every portal user to access the Add Application 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.

  6. When you are satisfied with your entries, click OK.

  7. When the confirmation prompt confirms that the catalog was saved successfully, click OK.

  8. 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 Mobile Web Studio, the catalog is automatically saved with a status of New.

StepsViewing or changing a catalog’s properties

  1. 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:

  2. Click OK to save your changes.

StepsChanging a catalog’s status

To display a catalog in Portal Interface, it must have a status of approved and be marked active.

  1. In the Catalog Manager, select New from the Status menu.

  2. In the detail view, right-click the catalog and select Approval Status | Approved from the pop-up.

  3. Select Approved from the Status menu. The catalog displays in the approved detail view.

  4. To make this catalog display in Portal Interface, right-click the catalog in the detail view and select Active | Yes.

  5. To update Portal Interface with the new catalog contents, click Update on the Catalog Manager toolbar.

StepsMoving an existing branch

When a catalog displays in Portal Interface, the applications display in the order in which they appear beneath a branch in the catalog tree. Move branches or applications up and down according to how you want the branches and their associated applications to appear in Portal Interface.

  1. In the Catalog Manager, select the status of the catalog you want to edit.

  2. 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.

  3. In the Catalog tree, select the branch you want to move.

  4. Right-click and select Move Up or Move Down from the pop-up.

StepsDeleting an existing branch

  1. Select the branch you want to delete.

  2. Right-click and select Delete Branch from the pop-up.

StepsRenaming an existing branch

  1. Select the branch you want to rename.

  2. Right-click and select Rename Branch from the pop-up.

  3. Type the new name in the text field that appears.

  4. Click OK.

StepsDeleting an application from a catalog

  1. To remove an application, select the branch with that application in the catalog tree.

  2. In the application list detail view, right-click the application to remove and select Delete Application from the pop-up.





Copyright © 2005. Sybase Inc. All rights reserved. Updating Portal Interface with changes

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