Create a Custom Portal

You can use these options or create a Portal from scratch.

We recommend starting with this design and then customizing it to your specific needs. However, users can create a Portal from scratch, if needed.

To create a custom Portal:

1. Design the Portal (Site items, navigation, security).
2. Create the Site Items to include on each Site. Users can include the following:
   • Business Objects and records. For more information, see Business Objects/records.
   • Actions. For more information, see About Portal Actions.
   • Action Catalogs. For more information, see About Portal Action Catalogs.
   • Dashboards and Widgets. For more information, see About Portal Dashboards and Widgets.
   • Document Repositories. For more information, see About Document Repositories.
   • HTML Pages. For more information, see About HTML Pages.
   • Reports. For more information, see About Reporting.
   • Saved Searches. For more information, see About Saved Searches.
   • Searching. For more information, see About Searching (rich searching, combined searches and results).
3. Run the Site Wizard to create one or more cursory Sites: Create cursory layout and characteristics for the Site (title, Business Object associations, display, and Document Repository association).
4. Refine/edit Sites using the Site Editor and Site Properties window: Refine the way the Site/Site Items look and behave. For more information, see Refine/Edit a Site.
5. Configure the Portal. For more information, see Configure a Portal (settings, login credentials, password enforcement rules).