Creating New Portal Display Rules

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How to

Create New Portal Display


Rules

ENTERPRISE PORTAL 6.0

PUBLIC

ASAP How to Paper

Applicable Releases: EP 6.0 SP2


April 2004

.
HOW TO CREATE NEW PORTAL DISPLAY RULES PUBLIC

1 INTRODUCTION............................................................................................................................. 2

2 PORTAL DISPLAY RULES: INTRODUCTION.............................................................................. 3

3 THE STEP BY STEP SOLUTION................................................................................................... 4

3.1 Defining the Default Framework Page..................................................................................... 4

3.2 Defining Themes........................................................................................................................ 7

3.3 Defining the Portal Desktop ..................................................................................................... 8

3.4 Defining Portal Display Rules ................................................................................................ 10

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1 Introduction
This document is a supplement to the standard documentation on Portal Display (Framework
Pages, Portal Themes, Portal Display Rules, Portal Desktops) which can be found on the SAP Help
Portal at help.sap.com/ep. The current documentation is for Release EP 6.0 SP2. In the English
version, the documentation is under Administration Guide -> Portal Platform -> System Administration
-> Portal Display.
This How to document is a basic guide for creating display rules and does not discuss planning and
conceptual concepts. It is highly recommended that implementers read the standard documentation
first before going ahead and creating a display rule. This document using screenshots shows an
example of how to create a new desktop rule along with supporting components.

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2 Portal Display Rules: Introduction


A desktop rule consists of a default framework page and at least one theme. The rule is applied to a
user, group, role, bandwidth or browser type. The default framework page can consist of multiple
iViews and pages.

The default framework page by default consists of (images of examples) the following parts:
Masthead iView: includes the top layer of the portal which includes the Welcome header, logo,
and links

Tool Area (this is optional and can be hidden): includes the KM Search input box and button.
Other items can be added to this thin area.

Top-Level Navigation: can have 2, 1, or 0 levels displayed.

Desktop Innerpage (image shows empty content)

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3 The Step by Step Solution

3.1 Defining the Default Framework Page


The default framework page has the standard page layout of iViews. A copy of the default framework
page will be used to save on development time. The new framework page will be assigned to the
main rule. Then all users who the rule applies to will have their portal pages displayed using the new
framework page.

1. Do not change the out-of-the-box


framework page as other elements
may depend on this one. Instead
copy the default framework page in
the Portal Catalog located under
Portal Users -> Standard Portal
Users.

2. Paste into new folder (do not paste


as delta link!). The folders Admin
Content > Systems > Portal Desktop
were created for this scenario.

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3. Click Yes to copy the default


framework page.

4. Edit object to open the new default


framework page.

5. Rename the page for future


reference. On the left side will be a
property editor. Make sure that
frameworkpage is the display
object ID. Then scroll to Page
Name in the Property List.

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6. Click Save. New name will


automatically appear in the Portal
Catalog.

7. Each element has properties that can


be edited.

8. As an example, the top-level


navigation can be change to allow
hovering.

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3.2 Defining Themes


The next part of the desktop is the theme that will be applied to the default framework page. To
create new themes, choose System Administration > Portal Display > Theme Editor.

More information on how to create a new theme can be read in the EP 6.0 SP2 Administration Guide
SP2.

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3.3 Defining the Portal Desktop


In the Portal Desktop Editor, the customer desktop and the themes can be combined:

1. Create a new
Portal Desktop.
Choose System
Administration ->
Portal Display ->
Desktops &
Display Rules.

2. Save the new


portal desktop.
The name
Customer
Desktop was
used in this
example. Add the
Framework Page
for Customer to
this desktop.

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3. Add the themes


that you would
like to have
available to the
role that will be
assigned this
portal desktop.

4. Set as default both


a frameworkpage
and a theme and
save the portal
desktop.

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3.4 Defining Portal Display Rules


Finally, the portal desktop needs to be applied to a role, group, user, element or multiple
combinations. This is done by creating rules in the main_rules. The "main_rules" object is
mandatory for the portal. Other rule collection objects can be created and nested inside the
"main_rules" object.

1. Edit the object main_rules


(Master Rule Collection) by
choosing in the Portal
Catalog: Content
Administration -> Portal
Content -> Portal
Administrators -> Super
Administrators ->
main_rules.
2. Note: It is very important to
keep the User =* rule at the
end of the list thus
providing a fallback option
if the rule collection does
not specify a desktop
assignment for every
possible user or scenario. If
there are no rules that apply
to a user, then no users will
be able to access the portal.
3. Add the IF Expression. If
this is not done, the USER =
* role will be edited.

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4. Select the IF Condition that User = i803466 (the ID of the user)


will be in effect. To the right Role = pcd:(location of role definition)
Group = Customers (group name)
are examples: Bandwidth:

Browsertype:

5. Next with the flashing


curser in the expression
input box, right click on the
role that will be part of the
expression.

6. Apply the condition.

7. Click on the THEN Portal


Desktop expression. Delete
the expression to the right
of the = character. Then
add the customer desktop
to the expression.

8. Apply the Then Expression.

9. Save the object


main_rules.

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Note: If multiple conditions apply to a user, the rule that is listed first will be applied when the user
logs in.
Note: When assignment to a new rule has been made to a user who has previously logged in, the
theme may not immediately be seen. Once the Portal has been restarted, the default theme will be
displayed.

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No part of this publication may be reproduced or transmitted in any form or for any
purpose without the express permission of SAP AG. The information contained herein may
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respective companies.

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