PeopleSoft Enterprise Portal 9.1 PeopleBook: Branding - Oracle

PeopleSoft Enterprise Portal 9.1PeopleBook: BrandingSeptember 2009

PeopleSoft Enterprise Portal 9.1 PeopleBook: BrandingSKU ps91pbr0Copyright 1988, 2009, Oracle and/or its affiliates. All rights reserved.Trademark NoticeOracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of theirrespective owners.License Restrictions Warranty/Consequential Damages DisclaimerThis software and related documentation are provided under a license agreement containing restrictions on use anddisclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement orallowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit,perform, publish or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilationof this software, unless required by law for interoperability, is prohibited.Warranty DisclaimerThe information contained herein is subject to change without notice and is not warranted to be error-free. If you findany errors, please report them to us in writing.Restricted Rights NoticeIf this software or related documentation is delivered to the U.S. Government or anyone licensing it on behalf of the U.S.Government, the following notice is applicable:U.S. GOVERNMENT RIGHTSPrograms, software, databases, and related documentation and technical data delivered to U.S. Governmentcustomers are "commercial computer software" or "commercial technical data" pursuant to the applicableFederal Acquisition Regulation and agency-specific supplemental regulations. As such, the use, duplication,disclosure, modification, and adaptation shall be subject to the restrictions and license terms set forth in theapplicable Government contract, and, to the extent applicable by the terms of the Government contract, theadditional rights set forth in FAR 52.227-19, Commercial Computer Software License (December 2007).Oracle USA, Inc., 500 Oracle Parkway, Redwood City, CA 94065.Hazardous Applications NoticeThis software is developed for general use in a variety of information management applications. It is not developed orintended for use in any inherently dangerous applications, including applications which may create a risk of personalinjury. If you use this software in dangerous applications, then you shall be responsible to take all appropriate fail-safe,backup, redundancy and other measures to ensure the safe use of this software. Oracle Corporation and its affiliatesdisclaim any liability for any damages caused by use of this software in dangerous applications.Third Party Content, Products, and Services DisclaimerThis software and documentation may provide access to or information on content, products and services from thirdparties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kindwith respect to third party content, products and services. Oracle Corporation and its affiliates will not be responsible forany loss, costs, or damages incurred due to your access to or use of third party content, products or services.

ContentsPrefacePeopleSoft Enterprise Portal Preface . ixAbout PeopleSoft Enterprise Portal . ixPeopleSoft Portal Solutions Product Family . ixPeopleSoft Enterprise Portal Feature Overview . xiPeopleSoft Enterprise Portal and PeopleTools Portal Technology . xvUsing this PeopleBook . xvAbout this Book . xvCommon Elements Used in PeopleSoft Enterprise Portal . xviRelated PeopleBooks . xviiPeopleSoft Enterprise Portal PeopleBooks . xviiPeopleTools PeopleBooks . xviiiPeopleBooks and the Online PeopleSoft Library . xviiiChapter 1PeopleSoft Enterprise Portal Branding Overview . 1Understanding the PeopleSoft Enterprise Portal Branding Feature .Understanding Other Presentation Technologies .Personalizing and Administering Homepages .Configuring Homepage and Pagelet Objects .Designing Portal Templates .Creating and Modifying Style Sheets and Style Classes .112222Chapter 2Navigating in PeopleSoft Enterprise Portal Branding . 3Navigating in PeopleSoft Enterprise Portal Branding . 3Pages Used to Navigate in PeopleSoft Enterprise Portal Branding . 3Chapter 3Understanding PeopleSoft Enterprise Portal Branding . 5Copyright 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.iii

ContentsUnderstanding Branding Uses . 5Understanding Branding Components . 6Stylesheets . 6Reviewing Branding Themes . 7Reviewing System Elements . 7Reviewing HTML Layouts . 8Reviewing Headers . 9Reviewing Footers . 9Reviewing Menu Styles Overrides . 9Understanding Items You Can Brand . 9Reviewing Homepages . 9Reviewing Transaction/Target Pages . 9Reviewing Pagelet Templates . 10Reviewing Headers, Footers and Menus . 10Reviewing PeopleSoft Enterprise Portal Sites . 12Reviewing Collaborative Workspaces . 12Understanding Branding Methods . 13Storing and Referencing Images, Stylesheets and JavaScript . 13Reviewing Branding Methods for Homepage Customizations . 14Reviewing Branding Methods for Target Page Customizations . 15Understanding Items You Cannot Brand . 16Reviewing PeopleTools Portal Objects . 16Understanding Branding Across Remote Nodes . 17Reviewing Branding Behavior With Remote Transactions . 17Chapter 4Reviewing PeopleSoft Enterprise Portal-Delivered Branding Themes . 19Reviewing Delivered Branding Themes .PeopleTools Swan Theme .CW Theme - Swan Style .Collaborative Workspace Theme .Sample Blue Theme .Sample Green Theme .Theme 1 Blue Simple .Sample GBI Theme .Branding Blue Curve Theme .PeopleTools 8.4x Delivered Theme .PeopleTools 8.4x Guest Theme .PeopleTools 8.4x Classic Theme .PeopleTools 8.4x Classic Guest Theme .iv19212223242527282930313234Copyright 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

ContentsChapter 5Setting Up PeopleSoft Enterprise Portal Branding . 37Enabling PeopleSoft Enterprise Portal Branding .Pages Used to Enable PeopleSoft Enterprise Portal Branding .Enabling Branding .Managing Branding System Elements .Pages Used to Manage Branding System Elements .Managing System Elements .Creating and Enabling HTML Layouts .Understanding Creating and Enabling HTML Layouts .Pages Used to Create and Enable HTML Layouts .Creating and Enabling Layouts .37373739393941424242Chapter 6Understanding PeopleSoft Enterprise Portal-Delivered HTML Layouts . 49Reviewing the List of Delivered HTML Layouts .Reviewing the Sample Header 1 Layout .Reviewing the Sample GBI Header 1 Layout .Reviewing the Blue Curve Header Layout .Reviewing the PeopleTools Default Layout .Reviewing the PeopleTools Classic Layout .Reviewing the Sample Footer 1 Layout .Reviewing the Sample Footer 2 Layout .Reviewing the Blue Curve Footer Layout .Reviewing the Workspace Header Layout .Reviewing the PeopleTools SWAN Header Layout .Reviewing the CW SWAN Header Layout .495153535455565657585959Chapter 7Configuring and Assembling Branding Themes . 61Configuring Headers and Footers .Common Elements Used to Configure Headers and Footers .Pages Used to Configure Headers and Footers .Selecting Headers and Footers .Specifying Header and Footer Images .Adding and Editing Header and Footer Bar Elements .Enabling HTML Area Elements in Headers and Footers .Copyright 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.61616364666980v

ContentsDefining Special Bar Elements (Headers Only) . 81Creating Dated Versions of Headers and Footers . 89Deleting Headers and Footers . 90Defining Branding Overrides . 90Pages Used to Override Site Branding and Workspace Elements . 91Overriding the Homepage Header . 92Overriding the Homepage Header Image . 93Uploading an Image to the Image Catalog . 94Overriding My Links . 95Overriding the Homepage Help . 96Overriding Bars . 97Overriding the Target Page Header . 98Overriding Homepage Footers . 100Defining Overrides for Menu Styles . 101Common Elements Used to Define Menu Styles . 101Pages Used to Define Menu Overrides . 101Understanding Menu Overrides . 101Previewing Menu Overrides . 102Defining Menu Style Sheet Overrides . 103Defining Background Style and Image Overrides . 104Selecting Folder Style and Image Overrides . 104Defining Target Link Style and Image Overrides . 105Defining Other Image Overrides . 106Assembling Branding Themes . 107Page Used to Assemble Themes . 107Assembling Themes . 107Chapter 8Previewing, Selecting and Assigning Branding Themes, Components, Images, and Style Sheets . 111Previewing Delivered Branding Themes .Previewing Delivered Branding Themes .Previewing Delivered Branding Theme Components .Pages Used to Preview Components of Delivered Branding Themes .Previewing Components of Branding Themes .Identifying Images, Style Sheets, and HTML Objects .Assigning Branding Themes to Roles .Pages Used to Assign Branding Themes to Roles .Understanding Assigning Branding Themes to a Role .Assigning a Branding Theme to a Role .vi111111112112112112113113113113Copyright 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

ContentsChapter 9Developing Custom Branding Themes . 117Understanding Developing Custom Branding Themes .Development Process Overview for Custom Branding Themes .Custom Branding Development Considerations .Example: Using Branding and Portal Registry Attributes to Create Custom Homepages .Understanding Using Branding and Portal Registry Attributes .Overriding the Three-Column Layout .Overriding the Pagelet Layout .117117118121121122124Chapter 10Understanding Branding Theme Development and Deployment . 127Understanding the Branding Theme Development Process Flow .Determining Branding Requirements .Creating and Setting Up New Objects .Setting Up the Branding Feature .Creating and Styling Headers, Footers, and Menus .Assembling Branding Themes .Assigning Roles to Themes and Creating Role Precedence Lists .Deploying Role and Theme Assignments .Determining the Environment for Branding Theme Development .Understanding the Development Environment .Developing in Production Environments .Developing in Development Environments .Using Effective Dating to Create Branding Themes Versions .Using Default Branding Themes and Branding Theme Hierarchy .127128128129129129129130130130130131131132Chapter 11Deploying Branding Themes . 135Deploying Branding Themes From a Production Environment .Deploying Branding Themes From a Development Environment .Understanding the PeopleSoft Data Mover Script Use in Branding Theme Deployment .Deploying Branding Themes From a Development Environment .Copyright 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.135135135137vii

ContentsChapter 12Running Branding Queries . 139Understanding Branding Queries .Common Elements Used in Branding Queries .Running the Theme Definition Query .Running the Database Default Theme Query .Running the Portal Site Default Themes Query .Running the Themes Assigned to Roles Query .Running the Header/Footer Objects and Details Queries .Using the Header/Footer Objects Query .Using the Header/Footer Object Details Query .Running the Style Menu Definitions Query .Using the Site Override Objects and Detail Queries .Using the Site Override Objects Query .Using the Site Override Object Details Query .139139141143144145146146147147150150150Appendix AUsing Bind Variables . 153Understanding Bind Variables .Example: Creating and Configuring Custom Branding Headers with Bind Variables .Generating the Header HTML .Identifying HTML Syntax to Replace with Branding System Elements .Replacing Identified HTML Syntax With Bind Variables .Configuring the Header .153153154155159163Index . 165viiiCopyright 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.