HTML Content Layouts What Are HTML Templates?

12-12 Oracle Fusion Middleware Users Guide for Oracle Portal ■ Select the style that will define its colors, fonts, and background images ■ Specify access rules that will define which users can access the pages that are based on the template During the process of creating a template, you are given the opportunity to select a navigation page banner for the top of your template and a style to specify the fonts, colors, and background image to apply to the template. Before you create a template, the navigation page and style you plan to use should already be created and available for selection. For information on defining a style, see Chapter 11, Working with Colors and Fonts . For information on creating a navigation page, see Chapter 13, Designing Your Portal’s Navigation . You can use Portal Templates for pages on navigation pages, standard pages, or custom page types that are based on the standard page type. To create a Portal Template with the template creation wizard: 1. Log in to Oracle Portal.

2. Click the Build tab to bring it forward.

3. From the Page Groups portlet Work In drop-down list, select a page to own the

template. The default location of the Page Groups portlet is on the Build tab of the Portal Builder page. If you plan to use this template across multiple page groups, select the Shared Objects page group. Templates in the Shared Objects page group can be shared across page groups. Templates in any other page group can be used only within their page group.

4. In the Layout Appearance section, click the Create link next to the Portal

Templates heading. This opens the template creation wizard.

5. In the Display Name field, enter a Display Name for the template.

Use up to 256 characters of any kind. The Display Name identifies the template in the Page Groups portlet, the Portal Navigator, and the various template pick lists.

6. Select Make available for use in this page group if you want the template to be

immediately available for use in its page group. Selecting this option adds this template’s display name to the Portal Template pick list on the Template tab in page properties. Users with a sufficient privilege level on the page will be able to see and select this template. Consider clearing this check box while you develop the template to prevent other users from selecting it until it is complete. The template name displays in the Page Groups portlet so that you can continue to access it easily to continue its development. But it does not appear on the template pick list on the page properties Template tab. Consequently, it cannot be applied to a page. Note: In the Oracle Portal user interface, fields that require a value are marked with an asterisk . Note: Selecting this check box also allows all users to view the template. However it does not affect the security of pages based on the template. Providing a Standard Look and Feel 12-13

7. Select a banner from the Navigation Page For Banner drop-down list.

If you will not use any of the banners that are available on this list, select None. This list includes all the navigation pages in this page group and the Shared Objects page group.

8. Click Create.

The template displays in Edit mode. Create regions, add content, and complete the construction of the template. For information on working with regions, see Chapter 10, Working with Layouts . For information about adding content, see Chapter 14, Working with Items and Chapter 15, Working with Portlets . 9. When you create a new Portal Template, various properties, such as style and access settings, are defaulted to make the creation process quicker. After you have created your template you may want to edit the properties of the template to change some of these default settings. The default language of the Shared Objects page group is English. This can have implications particularly when you want to share a template over non-English page groups. Objects on a template that belongs to the Shared Objects page group that do not have an explicit translation in the relevant language will not display on the non-English pages that are based on the template. If you want those objects to display, first you must add translated versions of those objects to the template. For more information, see Chapter 19, Translating Portal Content .

12.2.1.1.2 Converting a Page to a Portal Template You can use an existing standard page

as the starting point for a new template. When you convert a page to a template, a copy of the page is created. The copy becomes the new template. The original page still exists, and is not affected by the conversion. Only pages that are not based on a template can be converted to templates. When you convert a page to a template, almost everything associated with the page is converted, but a few things are not. The attribute values, option selections, and objects that are not converted from the source page include: ■ Caching options ■ Contact E-Mail ■ Category ■ Perspectives ■ Keywords ■ Default WebDAV Types ■ Portal Template for items assignment ■ Custom page attributes ■ Page Images ■ Approval routing ■ Sub-pages ■ Page function items Note: For information on editing properties of Portal Templates for pages, see Section 12.2.1.3, Editing Portal Templates for Pages. 12-14 Oracle Fusion Middleware Users Guide for Oracle Portal To convert a page to a Portal Template: 1. Log in to Oracle Portal.

2. Click the Build tab to bring it forward.

3. From the Page Groups portlet Work In drop-down list, select the page group that

owns the page to be converted. By default, the Page Groups portlet is located on the Build tab of the Portal Builder page.

4. Under Layout Appearance, click the Browse link next to the Pages heading.

5. On the resulting Portal Navigator page, click the Convert to Template link next to

the page you will convert.

6. In the confirmation screen, click Yes to convert the page to a Portal Template.

You are returned to the Portal Navigator where the original page remains intact. A copy of the page is created under the Portal Templates node in the Portal Navigator. A link to it also displays under the Portal Templates heading in the Page Groups portlet. Click this link to edit the template.

7. Optionally, click the Builder link at the top of the page to return to the Portal

Builder page.

12.2.1.2 Applying Portal Templates for Pages

You can apply Portal Templates for pages to navigation pages, standard pages, or custom page types that are based on the standard page type. To apply a Portal Template for pages:

1. Log in to Oracle Portal.

2. Click the Build tab to bring it forward.

3. In the Page Groups portlet, select the page group that owns the page to which you

will apply a Portal Template from the Work In drop-down list. By default, the Page Groups portlet is located on the Build tab of the Portal Builder page.

4. In the Layout Appearance section, under the Pages heading, click the link to the

page to which you will apply a template. This opens the page in Edit mode.

5. In the toolbar at the top of the page, click the Page: Properties link.

6. On the resulting page, click the Template tab to bring it forward.

7. Select the Use Portal Template radio button, and select the Portal Template you

will use from the Portal Template drop-down list. When a page group and the Shared Objects page group both have a template of the same name, the page group name is added to the template name in pick lists. For example: template_name page_group_name. This assists in distinguishing between templates on pick lists. Note: If you want to create a template from the page groups root page, click Convert Root Page to Template next to the page group in the Portal Navigator.