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).