PeopleSoft Portal GUI Customization Tips

Contains:
PeopleSoft Enterprise Portal GUI Tips Development Guidelines FAQs Prepared by: Mauricio Prado PSC Technology Solutions Delivery

PeopleSoft Enterprise Portal GUI Customization Tips

December 18, 2001

Comments on this document can be submitted to: Comments on this document can be submitted to redpaper@peoplesoft.com. We encourage you provide feedback on this Red Paper and will ensure that it is updated based on feedback received. When you send information to PeopleSoft, you grant PeopleSoft a non-exclusive right to use or distribute the information in any way it believes appropriate without incurring any obligation to you. This material has not been submitted to any formal PeopleSoft test and is published AS IS. It has not been the subject of rigorous review. PeopleSoft assumes no responsibility for its accuracy or completeness. The use of this information or the implementation of any of these techniques is a customer responsibility and depends upon the customer's ability to evaluate and integrate them into the customers operational environment.

Table of Contents

TABLE OF CONTENTS CHAPTER 1 - INTRODUCTION Structure of this Red Paper Related Materials CHAPTER 2 - CREATING THE PROJECT Step 1 of 3: Create a new project in Application Designer Step 2 of 3: Insert GUI related objects into the project Step 3 of 3: Review the objects within your project CHAPTER 3 - DEVELOPMENT GUIDELINES README CHAPTER 4: BEGIN MODIFYING OBJECTS IN YOUR PROJECT Before You Begin: Technical Notes Lets Begin! Modifying the HTML Objects HTML objects that will have a MAJOR impact on GUI HTML objects that will have a MINOR impact on GUI: You are finished! FREQUENTLY ASKED QUESTIONS FAQ: How can I force required pagelets onto every users homepage (ie, the navigation, Top Stories, etc)? FAQ: Do I need to do anything to these objects if I migrate this project to Production? FAQ: What do I need to change if I change the Portal URL? FAQ: Can I Use Different Templates for Different Pagelets? FAQ: How can I change the hyperlink colors on the homepage? FAQ: How do I change the login, expire, and other WebLogic pages? APPENDIX A-1: BIND VALUES #S FOR PORTAL_UNI_HEADER_NEW IN 8.12 8.13 APPENDIX A-2: BIND VALUE #S FOR PORTAL_UNI_HEADER_NEW IN 8.14 8.15 APPENDIX B-1: PORTAL_UNI_HEADER_NEW APPENDIX B-2: PORTAL_HP_3COL_LAYOUT

3 5 5 5 6 6 7 9 11 11 11 12 12 21 27 28 28 29 30 31 33 33 34 36 38 42

APPENDIX B-3: PR_PORTAL_DEFAULT_USERA APPENDIX C SPECIAL NOTICES APPENDIX D VALIDATION AND FEEDBACK Customer Validation Field Validation APPENDIX D REVISION HISTORY

45 47 49 49 49 50

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Chapter 1 - Introduction
This Red Paper is a practical guide for a technical audience: web and application developers who implement, maintain, or develop using the PeopleSoft Enterprise Portal. In this Red Paper, we discuss guidelines on how to modify the entire look and feel of the PeopleSoft Portal. This is a no frills and to-the-point document on how to put a complete face-lift on your Portal. Much of the information contained in this document originated from PeopleSoft Consulting field experience and is therefore based on "real-life" problems encountered in the field. This document can be used for the following Portal and Tools releases:

Enterprise Portal SP1 Enterprise Portal SP2 PeopleTools 8.12 through PeopleTools 8.16.00

The objects in this document are not specific to any particular portal product (i.e., Customer Portal, Employee Portal, etc) and are related to the underlying Enterprise Portal objects that every portal solution contains. Therefore, you should not have a problem making the changes, despite the product you have. One note, the PIA Portal, sometimes called the Application Portal (this is delivered with all PeopleSoft product lines), may not contain some of the objects described here. This document is only intended for complete portal solutions like the Enterprise Portal, Employee Portal, and so forth.

STRUCTURE OF THIS RED PAPER

This Red Paper provides guidance modifying the look and feel of the PeopleSoft Enterprise Portal. It should only be used as a guide for Further documentation consult PeopleBooks. Keep in mind that PeopleSoft updates this document as needed so that it reflects the most current feedback we receive from the field. Therefore, the structure, headings, content, and length of this document is likely to vary with each posted version. To see if the document has been updated since you last downloaded it, compare the date of your version to the date of the version posted on Customer Connection.

RELATED MATERIALS
This paper is not a general introduction to developing with PeopleSoft or making changes to a PeopleSoft Portal environment. We assume that our readers are experienced IT professionals, with a good understanding of PeopleSofts Internet and Portal Architecture. To take full advantage of the information covered in this document, we recommend that you have a basic understanding of system administration, basic Internet architecture, relational database concepts/SQL, the PeopleSoft Portal and how to use PeopleSoft applications. This document is not intended to replace the documentation delivered with the PeopleTools 8 or 8.14 PeopleBooks. We recommend that before you read this document, you read the PIA and Portal related information in the PeopleTools PeopleBooks to ensure that you have a well-rounded understanding of our PIA technology. Note: Much of the information in this document eventually gets incorporated into subsequent versions of the PeopleBooks. Many of the fundamental concepts related to PIA are discussed in the following PeopleSoft PeopleBooks:

Copyright PeopleSoft Corporation 2001. All rights reserved.

1/14/2002 PeopleSoft Internet Architecture Administration (PeopleTools|Administration Tools|PeopleSoft Internet Architecture Administration) Application Designer (Development Tools|Application Designer) PeopleCode (Development Tools|PeopleCode Reference) PeopleSoft 8 Enterprise Portal PeopleBook PeopleSoft 8 Portals Application Fundamentals SP2 PeopleBook

Chapter 2 - Creating The Project

In this document, you will be guided through a step by step example of putting a new look and feel on the PeopleSoft Enterprise Portal. These recommendations are based on PeopleSoft Consulting experience, along with tips and methods that work best for maintainability and for future upgrades.

In this section, we will get started by creating a project.

STEP 1 OF 3: CREATE A NEW PROJECT IN APPLICATION DESIGNER

Open Application Designer and select File > New > Project. Then select File > Project Properties. Put it some meaningful information.

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At this point, click File > Save Project As and give your project a name, we are going to name ours ACME_PORTAL_GUI. Click the OK button

STEP 2 OF 3: INSERT GUI RELATED OBJECTS INTO THE PROJECT

Now before we begin modifying objects, we should probably spend a few minutes organizing the project. We will do this by adding GUI related objects into the project and then backing them all up (Step 3). It is not recommend to add objects using the one at a time approach (adding objects as you go) as you may forget to make the necessary backups.

Insert the GUI related HTML Objects:

From Application Designer, select Insert from the menu bar, then choose Objects into Project. For Object Type, choose HTML. Put the name of the objects below into the name field (one at a time), highlight the object once you find it in the search window and then click Insert. You can click Close once you are finished inserting all the HTML objects. NOTE: Objects with an asterisk are the objects we will be significantly changing.

HTML Objects EO_PE_LEFT_TEMP_END * EO_PE_LFT_TEMP_START * HTML for bottom of left-navigation menu HTML for top of left-navigation menu

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1/14/2002 PORTAL_HP_2COL_LAYOUT * template used to build 2-column homepage. We are going to add all pagelets that we want all users to have on their homepage (like the navigation, or Top Stories) to this object. template used to build 3-column homepage. We are going to add all pagelets that we want all users to have on their homepage (like the navigation, or Top Stories) to this object. this is the only HTML template used to create the look and feel of each pagelet. contains html for content/layout links surrounding template used when building any homepage. We will be setting cellpadding and cellspacing HTML attributes to zero. frame-based template with navigation on left, header at top, and target content in the main area. You may have to change the pixel height for the top frame to fit match the height of your header. The default setting is 110 pixels. non-framed template with navigation on left, header at top, and content in the main area. We will be setting cellpadding/cellspacing attributes to zero. this HTML object is used for every header in the portal. We will modify the surrounding HTML significantly, based on branding requirements. this is the default user homepage (what a user sees when they havent customized their own homepage). We will modify this significantly, its the users first impression of the portal and an opportunity to educate users on how to personalize and utilize portal features. this is the default non-framed template for the portal (without left navigation). We will set cellpadding and cellspacing attributes to zero.

PORTAL_HP_3COL_LAYOUT *

PORTAL_HP_COMPONENT *

PORTAL_HP_PERSONALIZE_LINKS PORTAL_HP_USER_TEMPLATE

PORTAL_LEFTNAV_EMP

PORTAL_NAVIGATION

PORTAL_UNI_HEADER_NEW *

PR_PORTAL_DEFAULT_USERA *

PR_PORTAL_NAVIGATION_TEMPLAA

Insert the GUI related Image Objects:

From Application Designer, select Insert from the menu bar, then choose Objects into Project. For Object Type, choose Images. Put the name of the objects below into the name field (one at a time), highlight the object once you find it in the search window and then click Insert. You can click Close once you are finished inserting all the Images.

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1/14/2002 Image Objects PT_PORTAL_IC_CLOSE PT_PORTAL_IC_COLLAPSE delete image for pagelets minimize image for pagelets

PT_PORTAL_IC_EDIT PT_PORTAL_IC_EXPAND

edit/customize image for pagelets maximize image for pagelets

Insert the Other GUI related Objects:

Other GUI Related Objects EO_PE_LFT_DEFAULT default navigation splash page. We will not discuss the customization of this object because it is selfexplanatory. Just open it in App Designer and modify to meet branding requirements. this is the delivered style sheet. It contains all the class attributes for PIA and the Portal. We will only make a few changes, to reduce efforts during future upgrades and fixes. I recommend created your own style sheet and referencing it in PORTAL_UNI_HEADER_NEW.

PSSTYLEDEF

STEP 3 OF 3: REVIEW THE OBJECTS WITHIN YOUR PROJECT

Now lets just double-check and make sure you have all the necessary objects within the project. My list includes backups of the objects, which are not necessary if you have a demo database (AND YOU SHOULD!).

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1/14/2002 HTML Objects

Images and Other Objects

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Chapter 3 - Development Guidelines README

It is recommended that you DO NOT change any of the PeopleCode unless you have a real business case AND you have a consultant or on-site developer that will maintain the modifications during PeopleTools and PeopleSoft Application upgrades. You should be able to accomplish all your graphical needs through the objects mentioned in this document. So whats a recommended solution? What options do you have for passing images, style sheets, JavaScript files, and other objects to the HTML object if its not in the PeopleCode program? That answer is, create a repository. If your companies web infrastructure is well governed, then you already have this standard in placea place on the network where web developers can re-use images, templates, style sheets, etc. If you do not, then you can create one now on the desired web server within your network. For example:

C:\WebLogic\myserver\public_html\Common\css\ (for style sheets) C:\WebLogic\myserver\public_html\Common\images\ (for images) C:\WebLogic\myserver\public_html\Common\js\ (for JavaScript files)

You can now use this repository to access these objects from within the PeopleSoft HTML Objects. If your repository resides within the same root directory as the PeopleSoft portal (as shown above), then you can use a relative path to request the file within your HTML object, for example (ie,PORTAL_UNI_HEADER_NEW): <a proxied=false href=%Bind(:16)><IMG border=0 SRC=/Common/images/acme_home.gif></A> If you are using a repository elsewhere on your network, then youll have to use the fully qualified URL (of course): <a proxied=false href=%Bind(:16)><IMG border=0 SRC=http://portal.acme.com/Common/images/acme_home.gif ></A>

Chapter 4: Begin Modifying Objects In Your Project

In this section, it is assumed that you have already created the basic HTML for your Interface (outside of PeopleSoft), as well as all the necessary graphics.

BEFORE YOU BEGIN: TECHNICAL NOTES

As you scan through the HTML in these objects, you will notice that it is 85-95% HTML, with a few %Bind(:#) embedded throughout (these are dynamic values). This should be easy to understand if your background is in ASP or any other type of web development. For example:

In ASP: <a href=<%=strHomeLink%> ><IMG SRC=/images/home.gif border=0></A> In PeopleCode: <a href=%Bind(:16)><IMG SRC=/images/home.gif border=0></A>

The value of the bind number can be found in the calling PeopleCode program, see Appendix A-1 for an example. You can use this to identify dynamic images that you will not use and replace them with a URL to the image in your image

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1/14/2002 repository (NOTE: The values for PORTAL_UNI_HEADER_NEW are listed in Appendix A-1, the others can be found by looking at the calling PeopleCode program (This information is provided for every HTML Object).

It is not recommended to remove labels (like the word home or the Alt text) unless you will always cater to an English speaking user base (no need for translation). Also do not remove any %Binds that reference JavaScript files, forms, or the personalize links. There may be a business case for some of this (i.e., the search form), but keep in mind that you are making a change to functionality if you do thisit then has to be maintained by your company.

LETS BEGIN! MODIFYING THE HTML OBJECTS

In this step, we will go over each HTML object one at a time. We use code examples, as well as tips, so it should be fairly clear on what each object can do and the kind of flexibility you have.

Ill try and list the objects in the order that makes sense (the list above was in alphabetical order)so Ill begin with objects that have the biggest impact on your GUI. I will give the following information about each object:
4 4 4 4

Description Complete Example What record and function is it being called from Development Tip

HTML OBJECTS THAT WILL HAVE A MAJOR IMPACT ON GUI

The list of major HTML objects that will be covered in detail in this section are listed below. They will be covered in the order listed.
4 4 4 4 4 4 4

PORTAL_UNI_HEADER_NEW PORTAL_HP_COMPONENT PORTAL_HP_3COL_LAYOUT PORTAL_HP_2COL_LAYOUT PR_PORTAL_DEFAULT_USERA EO_PE_LFT_TEMP_START EO_PE_LEFT_TEMP_END

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PORTAL_UNI_HEADER_NEW
Description: this HTML object is used for every header in the portal including transactions that bring in external PeopleSoft transactions (like an HRMS self-service transaction). This object will undoubtedly have the biggest impact on your interface. We will modify the surrounding HTML significantly, based on your branding requirements.

Complete Example: Appendix A-1 What record and function is it being called from:

Record: WEBLIB_PORTAL. Field: PORTAL_HEADER Function: GetUniHeaderHTML and GetUniHeaderHTML_PIA

Development Tip: As mentioned in the technical notes in Chapter 3, it is recommended that PeopleCode modifications are avoided and to use an image/object repository for images, JavaScript files, and a custom style sheet. A color-coded HTML editor will ensure the integrity of your HTML (unlike PeopleCode, Application Designer does not validate your HTML). If you have a choice between using a GUI-based editor (like FrontPage) and a text-based editor (like EditPlus), then go with the text-based editorGUI based editors put a lot of extra HTML tags into your source. Another useful tool for clean up your HTML is call Tidy and can be found at: http://www.w3.org/People/Raggett/tidy/#help Related Image Objects: Here are the top navigation buttons:
4 4 4 4 4 4

PT_PORTAL_IC_HOME PT_PORTAL_MENU PT_PORTAL_FAVORITES PT_PORTAL_FAVORITES_ADD PT_PORTAL_IC_HELP PT_PORTAL_IC_LOGOUT

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PORTAL_HP_COMPONENT
Description: the only HTML template used to create the look and feel of each pagelet. We will modify the surrounding HTML significantly, based on your branding requirements. Complete Example: see below What record, field and function is it being called from: RECORD: FUNCLIB_PORTAL.TEMPLATE_FUNC.BuildStaticHPTemplate Development Tip: I recommend creating your own style tags for your pagelet tables. You can use either inline style tags (included in the HTML tag) or embedded style tags (include the styles at the top of the HTML document, or referencing another style sheet within your repository (see Chapter 2 for details). I do not recommended changing the delivered styles because the style sheet is delivered with many updates and, of course, every PeopleTools and Application upgrade (so its difficult to maintain if youve customized many of the style attributes in PSSTYLEDEFN). If you use embedded styles or you reference another style sheet, then you can put that in the <HEAD></HEAD> tags of either PORTAL_UNI_HEADER_NEW (which is the header for all pages), or you can put it in the <HEAD></HEAD> tags of PORTAL_HP_USER_TEMPLATE (which is used only for the homepageIt wraps around PORTAL_UNI_HEADER_NEW). In the example below, Ive used inline style tags (in red) for the borders, embedded styles (not shown) for menuFont and an image repository for new images (in green). One thing, I almost always reload the database with my own remove/edit/minimize/maximize imagesreplacing the existing ones (all the images you inserted into your project earlier).

<!-- Begin Pagelet=%BIND(:5) --> <!-- PageletState=MAX --> <TABLE WIDTH="100%" CELLPADDING="0" CELLSPACING="0" BORDER=0 > <TR><TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_left_blk.gif" ALIGN="absmiddle"></td><TD ALIGN="left" CLASS="menuFont" BGCOLOR=#000000 > <NOBR>&nbsp;%BIND(:2)&nbsp;</NOBR> </TD><TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_right_blk.gif" ALIGN="absmiddle"></TD> <TD WIDTH=100% ALIGN="RIGHT" VALIGN="bottom" STYLE="border-bottom: 1px solid #aaaaaa;"> %BIND(:1) </TD></TR> <TR><TD WIDTH="100%" COLSPAN=4> <IClientComponent Name="%BIND(:2)"> <Source Product="%BIND(:4)">%BIND(:3)</Source> </IClientComponent> </TD></TR> </TABLE> <BR> <!-- End Pagelet=%BIND(:5) -->

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PORTAL_HP_3COL_LAYOUT
Description: template used to build 3-column homepage. So when a user personalizes their homepage, it uses the HTML in this object to organize the pagelets they selected into the number of columns they selected (three, in this case). We are going to add all pagelets that we want all users to have on their homepage (like the navigation, or Top Stories) to this object. Complete Example: Appendix B-2 What record and function is it being called from:

Record: FUNCLIB_PORTAL Field: TEMPLATE_FUNC Function: BuildStaticHPTemplate

Development Tip: Our main goal here is to add pagelets to the homepage that every user must have. The best example of this is the navigation, Top Stories, and/or Company News. There are several things you need to do when this is performed:

Copy and paste the HTML for the pagelet desired. Log into the portal. Click on Content and choose the pagelets that should always be on the homepage. Click on the Personalize Layout link and place the pagelets just like you want them and click save. Now go to Application Designer, File > Open > HTML and search on %VP1 (or % and your UserID). Youll see a PR_PORTAL_VP1A and maybe a PR_PORTAL_VP1B (and maybe a C). Open it up and look for your pagelets. Highlight and copy the pagelet HTML from <!-- Begin Pagelet.. --> until you reach <!-- End Pagelet -->. Paste the HTML in the appropriate column of PORTAL_HP_3COL_LAYOUT and most likely before the bind variables in each column(this is where the users pagelets go, the ones they select themselves). Add pagelet HTML to PORTAL_HP_2COL_LAYOUT. Copy and paste the HTML for each pagelet in this object as well. Remove the Delete button and the Minimize button (if desired). Youll see a long, long URL that has the delivered image name, PT_PORTAL_IC_CLOSE, at the end of the line. Youll also notice the onClick=SetRefreshHomepage event in the <a href> tag. Also, make sure you dont unintentionally remove the Edit button on pagelets that have this feature. Remove this pagelet from the content page, so as not to confuse your users. For this I recommend creating a new folder in your Portal Registry and hiding the pagelets from users. You can do this by navigating to Portal Administration > Base Portal Data > Pagelets > Add Folder. I created one called ACME Hidden Pagelets and checked the box which says Hide from portal navigation (see PeopleBooks for information on adding folders to the Portal Registry). Then navigate back to Portal Administration > Base Portal Data > Pagelets and look for the pagelet that will always exist on the homepage. When you find it, click on the Change Parent Folder button at the upper right. Look for ACME Hidden Pagelets (in my case) and click on the link to move your pagelet to this folder. Click save.

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PORTAL_HP_2COL_LAYOUT
Description: template used to build 2-column homepage. So when a user personalizes their homepage, it uses the HTML in this object to organize the pagelets they selected into the number of columns they selected (two, in this case). We are going to add all pagelets that we want all users to have on their homepage (like the navigation, or Top Stories) to this object. Complete Example: Appendix B-2 What record and function is it being called from:

Record: FUNCLIB_PORTAL Field: TEMPLATE_FUNC Function: BuildStaticHPTemplate

Development Tip: See development tip for PORTAL_HP_3COL_LAYOUT.

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PR_PORTAL_DEFAULT_USERA
Description: this is the default homepage for every user who has not customized their own homepage. This is your users first impression of the portal which gives you a unique opportunity:
4 4 4 4

You can educate users on how to personalize their homepage. You can create a section on all the portal features and how to use them. You can let them register into other areas of your enterprise. And Im sure you can think of more information to display on this page.

Complete Example: Appendix B-3 Development Tip: Heres a quick step-by-step on one way to create this page:
4 Login as VP1 or your UserID. 4 Click on Content and choose the pagelets you want first time users to see. 4 Click on the Personalize Layout link and place the pagelets just like you want them and save your page. 4 Now go to Application Designer, File > Open > HTML and search on %VP1 (or % and your UserID). Youll see a

PR_PORTAL_VP1A and maybe a PR_PORTAL_VP1B (and maybe a C), the bigger the HTML page the more A,B, and Cs youll have.
4 Select File > Save As > PR_PORTAL_DEFAULT_USERA for PR_PORTAL_VP1A, and then save

PR_PORTAL_VP1B as PR_PORTAL_DEFAULT_USERB, etc. (click Yes when you are asked Content Object already exists. Replace existing object?).
4 Change to the <title>VP1</title> at the top to say Welcome or whatever. Click Save. 4 Login as a user who does not have a homepage. If you dont know of one, then simply delete yours. For

example, select File > Delete, Object Type = HTML, Name = %VP1A, then click Delete. Youll get the prompt, Are you sure you want to delete PR_PORTAL_VP1A object?. Click Yes. Be careful! Okay, now login to the portal and youll see the default homepage!

To add unique items (like special Welcome section, etc), simply add it directly to the HTML and then re-save it. Remember, a user will never see this page again, once the user customizes their homepage.

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EO_PE_LFT_TEMP_START
Description: this is the HTML for top of left-navigation menu. Complete Example: <BODY BGCOLOR="#FFFFFF" marginwidth="0" marginheight="0" topmargin="0" leftmargin="0" bottommargin="0" rightmargin="0" onLoad="JavaScript:document.location.href='#%Bind(:3)';"> <TABLE WIDTH="185" CELLPADDING="0" CELLSPACING="0" BORDER=0 > <TR> <TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000; padding-left: 2px;" VALIGN="top"><IMG SRC="/Common/images/corner_left_blk.gif" ALIGN="absmiddle"></td><TD ALIGN="left" CLASS="menuFont" BGCOLOR=#000000 > <NOBR>Navigation Menu&nbsp;</NOBR> </td><TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_right_blk.gif" ALIGN="absmiddle"></TD> <TD WIDTH=100% ALIGN="RIGHT" VALIGN="bottom" STYLE="border-bottom: 1px solid #aaaaaa;"> &nbsp; </TD></TR></TABLE><TABLE CELLSPACING=0 CELLPADDING=0 BORDER=0 STYLE="border-right: 1px solid #aaaaaa;"><TR><TD VALIGN=TOP> <TR> <TD VALIGN=TOP ><TABLE WIDTH=185 BORDER=0 CELLSPACING=0 CELLPADDING=0> <TR><TD> </TD><TD WIDTH=1> </TD></TR> <TR><TD VALIGN=TOP > Development Tip: Many customers seem to want the same look as the navigation on the front page. As you can see from the example above, Ive used the pagelet look used in PORTAL_HP_COMPONENT. The bind variables you see in the vanilla object, are for the blue images (except for %Bind(:3)). You do not need these if you are changing the look and feel. Now you have to change the style classes in PSSTYLEDEF to change background colors. There are only a few, and this one of the few times that I modify the style sheet. Here are the style classes and a description:
4

PSPNAVBACKGROUND: this is basic background color. The delivered object has that beige color. If you want it to be white, then open the style sheet, find this class, then double-click on it. Then select the Background tab, and change it to FFFFFF. PSNAVPARENTLINK: this is basic font attributes for the parent links. PSPNAVPARENTLINK: some tools versions have PSP, but many products are missing one this style and it needs to be created. Select Insert from the menu bar, Insert Style Class. Give it a name, then copy the values from PSNAVPARENTLINK PSPNAVSELPARENTBK: is the background color of the section you are in. PSPNAVSELCHILDBK: is the background color of the LINK you have selected.

4 4

4 4

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1/14/2002 The other classes that begin with PSPNAV. can help you modify the navigation attributes to meet your branding requirements.

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EO_PE_LEFT_TEMP_END
Description: this is the HTML for bottom of left-navigation menu. Complete Example: </TD> <TD WIDTH=1> </TD> </TR> <TR> <TD > </TD> <TD WIDTH=1> </TD></TR></TABLE> </TD></TR> <TR><TD > </TD></TR> </TABLE>

Development Tip: See development tips for EO_PE_LFT_TEMP_START.

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HTML OBJECTS THAT WILL HAVE A MINOR IMPACT ON GUI:

The list of minor HTML objects that will be covered in detail in this section are listed below, they be covered in the same order listed below:
4 4 4 4 4

PORTAL_HP_PERSONALIZE_LINKS PORTAL_HP_USER_TEMPLATE PORTAL_LEFTNAV_EMP PORTAL_NAVIGATION PR_PORTAL_NAVIGATION_TEMPLAA

Well start with PORTAL_HP_PERSONALIZE_LINKS on the next page!

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PORTAL_HP_PERSONALIZE_LINKS
Description: HTML used for Personalize Content and Layout links. Complete Example: <table align="right"> <TR> <TD COLSPAN="2" HEIGHT="20" VALIGN="middle" ALIGN="right"> <IMG SRC=/Common/images/content.gif> <A onClick="%BIND(:6);return true;" HREF="%BIND(:2)"><IMG SRC=/Common/images/icon_LAYOUT.gif BORDER=0></A> | <A onClick="%BIND(:6);return true;" HREF="%BIND(:4)"><IMG SRC=/Common/images/icon_CONTENT.gif BORDER=0></A> &nbsp;&nbsp; </TD> </TR> </table> What record and function is it being called from:

Record: WEBLIB_PORTAL Field: PORTAL_HOMEPAGE Function: IScript_HPDefaultHdr

Development Tip: The example included shows the use of images rather then text for the icons.

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PORTAL_HP_USER_TEMPLATE
Description: surrounding template used when building any homepage. Complete Example: <html> <head> <TITLE> %BIND(:2)</TITLE> <link rel="STYLESHEET" type='TEXT/CSS' href='/Common/css/PageletStyles.css'> </head> <body onLoad="%BIND(:6)">

<FORM NAME='HelpURL' METHOD=POST Action="%BIND(:4)"><INPUT TYPE=hidden NAME=ICHelpUrl VALUE="%BIND(:5)"></FORM> <table width="100%" cellpadding=0 cellspacing=0> Development Tip: The biggest thing here is to set cellpadding and cellspacing to zero, otherwise youll have a gap (a couple of pixels) on the top, left, and right side of your browser. If you have styles that are unique to the homepage (like for pagelets), you may include a style sheet on this page onlyinstead of PORTAL_UNI_HEADER_NEW, which is used for all transactions.

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PORTAL_LEFTNAV_EMP
Description: frame-based template with navigation on left, header at top, and target content in the main area. Complete Example: <HTML> <HEAD> <TITLE>Transaction Frame Template Dynamic New</TITLE> </HEAD> <frameset rows="110,*"> <FRAME name=UniversalHeader scrolling=no frameborder = no noresize src=> <IClientComponent Name="UniversalNavigation"> <Source Product="Portal">ICType=Script&amp;ICScriptProgramName=WEBLIB_PORTAL.PORTAL_HEADER.FieldFor mula.IScript_UniHeader_Frame&amp;isFrame=true&amp;Bread=false</Source> <Cache Scope="application" Interval=345600" >dummy</Cache> </IClientComponent> <frameset cols="205,*"> <FRAME name=LEFT frameborder = no scrolling=auto noresize src=> <IClientComponent Name="UniversalNavigation"> <Source Product="Portal">ICType=Script&amp;ICScriptProgramName=WEBLIB_ENAV.ISCRIPT1.FieldFormula.IScript_Naviga tion&amp;isFrame=true</Source> </IClientComponent> <FRAME name=TargetContent frameborder = no noresize src=> <TargetContent>X</TargetContent> </FRAMESET> </HTML> Development Tip: You may have to change the pixel height for the top frame to fit match the height of your header. The default setting is 110 pixels. Also there is a cache attribute tag to cache the header, see PeopleBooks for more information on caching HTML objects. I have cached the header in this example for 345,600 seconds, at that time it will get a fresh copy from the database.

Copyright PeopleSoft Corporation 2001. All rights reserved.

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PORTAL_NAVIGATION
Description: non-framed template with navigation on left, header at top, and content in the main area. Development Tip: The biggest thing here is to set cellpadding and cellspacing to zero, otherwise youll have a gap (a couple of pixels) on the top, left, and right side of your browser. You may also want to cache the header (see PORTAL_LEFTNAV_EMP for a syntax example and PeopleBooks for more info).

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002

PR_PORTAL_NAVIGATION_TEMPLAA
Description: this is the default non-framed template for the portal (without left navigation). Development Tip: The biggest thing here is to set cellpadding and cellspacing to zero, otherwise youll have a gap (a couple of pixels) on the top, left, and right side of your browser. You may also want to cache the header (see PORTAL_LEFTNAV_EMP for a syntax example and PeopleBooks for more info).

Copyright PeopleSoft Corporation 2001. All rights reserved.

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YOU ARE FINISHED!

Congratulations, you should have a completely new interface on your PeopleSoft Portal! One last thing, keep a backup on your web server of all your HTML objects that you modified, particularly the major ones. This way, after doing an upgrade, you can manually apply your modifications. Chances are that you have already did this, when developing the HTML modifications in your HTML editor.

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002

Frequently Asked Questions

FAQ: HOW CAN I FORCE REQUIRED PAGELETS ONTO EVERY USERS HOMEPAGE (I.E., THE NAVIGATION, TOP STORIES, ETC)?
This is described on page 14 under the section discussing the PORTAL_HP_3COL_LAYOUT object. This HTML object is used to organize the pagelets a user has selected into the appropriate columns they chose (2 or 3 column). In the PORTAL_HP_3COL_LAYOUT section, we show you how to add all the pagelets that your users must have on their homepage (like the navigation, Company News, or Top Stories) to this object. There is also a complete HTML example in Appendix B-2.

Copyright PeopleSoft Corporation 2001. All rights reserved.

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FAQ: DO I NEED TO DO ANYTHING TO THESE OBJECTS IF I MIGRATE THIS PROJECT

TO PRODUCTION?
Yes, if your Portal content providers are different in Development and Production. For example, your Portal content provider for Development may be http://portal.acme.com/servlets/psportal/padev/ and in Production it may be http://portal.acme.com/servlets/psportal/paprod/. So when you migrate your project, youll need to modify the following objects:
4 4 4

PORTAL_HP_2COL_LAYOUT PORTAL_HP_3COL_LAYOUT PR_PORTAL_DEFAULT_USERA/B

Open these objects and do a Find/Replace on padev and replace it with paprod.

Copyright PeopleSoft Corporation 2001. All rights reserved.

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FAQ: W HAT DO I NEED TO CHANGE IF I CHANGE THE PORTAL URL?

For example, if you change the Portal URL from: http://portal.acme.com/servlets/psportal/padev to http://my.acme.com/servlets/psportal/padev

If you do this, then youll have to make sure the following URL specific settings are correct:

FTP Address
Youll need to verify if this is still correct. FTP settings can be changed using the PORTAL_FTP_URL.dms script located in the <PS_HOME>\scripts directory. The file needs to be edited for the FTP username, password, and server name. You could also update this by using URL Maintenance located on the following page (the URL Identifier is called tasks):
4

Home > PeopleTools > Utilities > Use > URL Maintenance.

Report Node Distribution Address

The Report Node settings for the report repository node pointing to your psreports directory, which includes your ftp server locations and settings. The report node can be edited from the following Page:
4

Menu > PeopleTools > Process Scheduler Manager > Use > Report Node Definitions

PeopleBooks Help URL

The URL to your PeopleBooks is specified in a property called helpUrl in your WebLogic configuration.properties file. This file can be found at:
4

WebLogic\myserver\psftdocs\<PIA_name>\configuration.properties

Single Signon (SSO) Authentication Token Domain

The trusted domain specified in your configuration.properties file will also need to be updated (if you are doing SSO and have provided this info to your config file). The attribute is called AuthTokenDomain. This file can be found at:
4

WebLogic\myserver\psftdocs\<PIA_name>\configuration.properties

Copyright PeopleSoft Corporation 2001. All rights reserved.

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FAQ: CAN I USE DIFFERENT TEMPLATES FOR DIFFERENT PAGELETS?

Yes, you can, but I do not recommend it because youll have to maintain the PeopleCode modifications during Tools upgrades and Application Upgrades. But the questions been asked several times, so the following steps will show you how to do it. STEP 1: Open WEBLIB Record object: File Open Record FUNCLIB_PORTAL STEP 2: Open PeopleCode Program: FUNCLIB_PORTAL.TEMPLATE_FUNC.FieldFormula STEP 3: Go to template function that builds homepage template:Function BuildStaticHPTemplate STEP 4: Search for this line, its what calls the PORTAL_HP_COMPONENT template: &CompData = GetHTMLText(HTML.PORTAL_HP_COMPONENT, &ActionBarHTML, &Cref.Label, &ComponentURL, &Cref.ContentProvider, &Cref.URL); STEP 5: Put condition statements based on the &Cref.Name (this is the pagelet unique identifier), NOT the label. For example, I added the red PeopleCode to use a different template for pagelets that I wanted to cache:

Evaluate &Cref.Name When "EO_PE_COMPANY_EVENTS"

/* Cache for 1 Day */ &CompData = GetHTMLText(HTML.CACHE_HP_COMPONENT, &ActionBarHTML, &Cref.Label, &ComponentURL, &Cref.ContentProvider, &Cref.URL, "86400"); Break; When = "HR_JOBPOSTINGS" /* Cache for 1 Day */ &CompData = GetHTMLText(HTML.CACHE_HP_COMPONENT, &ActionBarHTML, &Cref.Label, &ComponentURL, &Cref.ContentProvider, &Cref.URL, "86400"); Break; When = "HR_COMPANY_DIRECTORY" /* Cache for 1 Month */ &CompData = GetHTMLText(HTML.CACHE_HP_COMPONENT, &ActionBarHTML, &Cref.Label, &ComponentURL, &Cref.ContentProvider, &Cref.URL, "2592000"); Break; When = "EO_PE_INLUMEN_MARKET_INDICES" /* Cache for 15 minutes */ &CompData = GetHTMLText(HTML.CACHE_HP_COMPONENT, &ActionBarHTML, &Cref.Label, &ComponentURL, &Cref.ContentProvider, &Cref.URL, "900"); Break;
Copyright PeopleSoft Corporation 2001. All rights reserved.

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When = "EO_PE_WEB_MAGAZINE" /* Cache for 5 Days */ &CompData = GetHTMLText(HTML.CACHE_HP_COMPONENT, &ActionBarHTML, &Cref.Label, &ComponentURL, &Cref.ContentProvider, &Cref.URL, "432000"); Break; When-Other &CompData = GetHTMLText(HTML.PORTAL_HP_COMPONENT, &ActionBarHTML, &Cref.Label, &ComponentURL, &Cref.ContentProvider, &Cref.URL); Break; End-evaluate;
This will wrap the NO_BORDER_COMPONENT HTML template around my MAPQUEST pagelet (the label is Get Directions). I recommend cloning PORTAL_HP_COMPONENT and then customizing it to suite your needs. Make sure you HTML is correct!

TIP: The only time I use this is to CACHE individual pagelets that display the same content for everyone. So Ill have a HTML pagelet template with the <cache scope> attribute tag, and Ill pass the number of seconds into the GetHTMLText function. Ill use a Evaluate statement to check which pagelets will use this cache template and finish with when-other for the PORTAL_HP_COMPONENT pagelets (no cache). Remember, if the pagelet has a edit icon, or if the data displayed is specific to a user (like the dynamic role-based navigation), then you SHOULD NOT cache it. NOTE: this will not affect overall performance of the portal. The only time this code is called is when a user changes layout or content on their homepage, and they click save thats when the template is builtit is not built when they login (hence, to view these changes you need to change something on your homepage via the Portal and hit save.)

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002

FAQ: HOW CAN I CHANGE THE HYPERLINK COLORS ON THE HOMEPAGE?

Open PSSTYLEDEF Style Sheet in Application Designer. Look for the PSHYPERLINK class and modify the attributes. Dont forget to modify the pseudo classes listed on one of the property pages of PSHYPERLINK.

You should also specify some default font attributes for <A> and <TD> in your own style sheet or an embedded style sheet at the top of PORTAL_UNI_HEADER_NEW. This will give font attributes to text that has no class associated with it. Heres an example:

<STYLE TYPE="text/css"> td { font-family:arial; font-size:9pt; } a:visited { font-family:arial; font-size:9pt; color: #5c93ae; text-decoration: underline } a:link { font-family:arial; font-size:9pt; color: #5c93ae; text-decoration: underline } a:hover { font-family:arial; font-size:9pt; color: #5c93ae; text-decoration: underline } a:active { font-family:arial; font-size:9pt; color: #5c93ae; text-decoration: underline } </STYLE>

FAQ: HOW DO I CHANGE THE LOGIN, EXPIRE, AND OTHER W EBLOGIC PAGES?
Just modify the surrounding HTML. Do not change the values of forms or remove any server-side tags (the ones that have <% blah-blah %> these brackets. The files can be found at:
4

WebLogic\myserver\public_html\<PIA_name>\

Heres the list of html files that can be modified to meet your branding requirements:
4 4 4 4

signin.html expire.html cookiesrequired.html exception.html

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002

Appendix A-1: Bind Values #s for PORTAL_UNI_HEADER_NEW in 8.12 8.13

Heres the Vanilla code so you can see what all those bind variable values are. For example, BIND(:36) = is the image for the Go button. Now you dont have to count them!!! This is the first call for PORTAL_UNI_HEADER_NEW, which occurs about half-way down WEBLIB_PORTAL.PORTAL_HEADER.FieldFormula in the GetUniHeaderHTML. I do not recommend changing these values (please read Chapter 3 in this document, as well as the PORTAL_UNI_HEADER_NEW section), as they may change with PeopleTools releases. Bind value shown at left, starting with PT_PORTAL_BUG:

&UniHeaderHTML = GetHTMLText(HTML.PORTAL_UNI_HEADER_NEW, 1. &Response.GetImageURL(Image.PT_PORTAL_BUG), 2. &Response.GetImageURL(Image.PT_PORTAL_BLUE_CORNER), 3. &Response.GetImageURL(Image.PT_PORTAL_IC_HOME), 4. &Response.GetImageURL(Image.PT_PORTAL_MENU), 5. &Response.GetImageURL(Image.PT_PORTAL_FAVORITES), 6. &Response.GetImageURL(Image.PT_PORTAL_FAVORITES_ADD), 7. &Response.GetImageURL(Image.PT_PORTAL_IC_HELP), 8. &Response.GetImageURL(Image.PT_PORTAL_IC_LOGOUT), 9. &Response.GetImageURL(Image.PT_PORTAL_BEIGE_GRAD), 10. &Response.GetImageURL(Image.PT_PORTAL_GLOBE), 11. &Response.GetImageURL(Image.PT_PORTAL_BEIGE_STRETCH), 12. &Response.GetImageURL(Image.PT_PORTAL_BLUE_GRAD), 13. &Response.GetImageURL(Image.PT_PORTAL_SHADOW_GRAD), 14. &Response.GetImageURL(Image.PT_PORTAL_BLUE_SHADOW), 15. &Response.GetStyleSheetURL(StyleSheet.PSSTYLEDEF), 16. &homeURL, 17. &startURL, 18. &editFavURL, 19. &addFavURL, 20. &logoutURL, 21. MsgGetText(95, 400, "Return Home"), 22. MsgGetText(95, 401, "Home"), 23. MsgGetText(95, 402, "Return to Menu"), 24. MsgGetText(95, 403, "Menu"), 25. MsgGetText(95, 404, "Favorites"), 26. MsgGetText(95, 405, "Favorites"), 27. MsgGetText(95, 406, "Add to Favorites"), 28. MsgGetText(95, 407, "Add to Favorites"), 29. MsgGetText(95, 410, "Help"), 30. MsgGetText(95, 411, "Help"), 31. MsgGetText(95, 408, "Sign out"), 32. MsgGetText(95, 409, "Sign out"), 33. &Greeting, 34. &getHelp, 35. &srchURL, 36. &Response.GetImageURL(Image.PT_PORTAL_GO),
Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002

37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47.

&PersonalizeHTML, "", &SearchLabel, &addFavURLPContent, &addFavURLPActual, &startHelpComment, &endHelpComment, &HelpNotFound, &homepageJS, &Request.GetParameter("PortalTargetFrame"), "");

README: You can add your own from %BIND(:48) and on. As you can see by the 8.14 version, numbers 48 and 49 are also taken. If you really must modify this PeopleCode, then I recommend adding about 15 blank bind values before starting yours, which will leave room for any additional parameters from PeopleSoft future releases.

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002

Appendix A-2: Bind Value #s for PORTAL_UNI_HEADER_NEW in 8.14 8.15

Heres the Vanilla code so you can see what all those bind variable values are. For example, BIND(:36) is the image for the Go button. Now you dont have to count them! This is the first call for PORTAL_UNI_HEADER_NEW object, which occurs about half-way down WEBLIB_PORTAL.PORTAL_HEADER.FieldFormula in the GetUniHeaderHTML function. I do not recommend changing these values (please read Part 2 in this document, as well as the PORTAL_UNI_HEADER_NEW section), as they may change with PeopleTools releases. Bind value shown at left, starting with PT_PORTAL_BUG: &UniHeaderHTML = GetHTMLText(HTML.PORTAL_UNI_HEADER_NEW, 1. &Response.GetImageURL(Image.PT_PORTAL_BUG), 2. &Response.GetImageURL(Image.PT_PORTAL_BLUE_CORNER), 3. &Response.GetImageURL(Image.PT_PORTAL_IC_HOME), 4. &Response.GetImageURL(Image.PT_PORTAL_MENU), 5. &Response.GetImageURL(Image.PT_PORTAL_FAVORITES), 6. &Response.GetImageURL(Image.PT_PORTAL_FAVORITES_ADD), 7. &Response.GetImageURL(Image.PT_PORTAL_IC_HELP), 8. &Response.GetImageURL(Image.PT_PORTAL_IC_LOGOUT), 9. &Response.GetImageURL(Image.PT_PORTAL_BEIGE_GRAD), 10. &Response.GetImageURL(Image.PT_PORTAL_GLOBE), 11. &Response.GetImageURL(Image.PT_PORTAL_BEIGE_STRETCH), 12. &Response.GetImageURL(Image.PT_PORTAL_BLUE_GRAD), 13. &Response.GetImageURL(Image.PT_PORTAL_SHADOW_GRAD), 14. &Response.GetImageURL(Image.PT_PORTAL_BLUE_SHADOW), 15. &Response.GetStyleSheetURL(StyleSheet.PSSTYLEDEF), 16. &homeURL, 17. &startURL, 18. &editFavURL, 19. &addFavURL, 20. &logoutURL, 21. MsgGetText(95, 400, "Return Home"), 22. MsgGetText(95, 401, "Home"), 23. MsgGetText(95, 402, "Return to Menu"), 24. MsgGetText(95, 403, "Menu"), 25. MsgGetText(95, 404, "Favorites"), 26. MsgGetText(95, 405, "Favorites"), 27. MsgGetText(95, 406, "Add to Favorites"), 28. MsgGetText(95, 407, "Add to Favorites"), 29. MsgGetText(95, 410, "Help"), 30. MsgGetText(95, 411, "Help"), 31. MsgGetText(95, 408, "Sign out"), 32. MsgGetText(95, 409, "Sign out"), 33. &Greeting, 34. &getHelp, 35. &srchURL, 36. &Response.GetImageURL(Image.PT_PORTAL_GO), 37. &PersonalizeHTML, 38. "",
Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002 39. &SearchLabel, 40. &addFavURLPContent, 41. &addFavURLPActual, 42. &startHelpComment, 43. &endHelpComment, 44. &HelpNotFound, 45. &homepageJS, 46. &Request.GetParameter("PortalTargetFrame"), 47."", 48. &WLHTML, 49. &domainScript);

README: You can add your own from %BIND(:48) and on. As you can see by this 8.14 version, numbers 48 and 49 have been added from the 8.13 Tools release. If you really must modify this PeopleCode, then I recommend adding about 15 blank bind values before starting yours, which will leave room for any additional parameters from PeopleSoft future releases.

Copyright PeopleSoft Corporation 2001. All rights reserved.

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Appendix B-1: PORTAL_UNI_HEADER_NEW

NOTE: I hard-coded the text labels for the Navigation menu so you could easily identify the document. <HTML> <HEAD> %bind(:49) <TITLE>%bind(:47)</TITLE> <META type="placeholder"> <!-- Meta tags go here --> <STYLE TYPE="text/css"> td { font-family:arial; font-size:9pt; } td.menuFont { font-family:arial; font-size:9pt; color: #ffffff; text-decoration: none } a.menuFont:visited { font-family:arial; font-size:9pt; color: #ffffff; text-decoration: none } a.menuFont:link { font-family:arial; font-size:9pt; color: #ffffff; text-decoration: none } a.menuFont:hover { font-family:arial; font-size:9pt; color: #ffffff; text-decoration: underline } a.menuFont:active { font-family:arial; font-size:9pt; color: #ffffff; text-decoration: none } a:visited { font-family:arial; font-size:9pt; color: #5c93ae; text-decoration: underline } a:link { font-family:arial; font-size:9pt; color: #5c93ae; text-decoration: underline } a:hover { font-family:arial; font-size:9pt; color: #5c93ae; text-decoration: underline } a:active { font-family:arial; font-size:9pt; color: #5c93ae; text-decoration: underline } select.SearchClass { font-family:arial; font-size:11px; color: #333333; } input.SearchClass { font-family:verdana; font-size:9px; color: #333333; } </STYLE> <script> var preloadFlag = false; var isNav = false; var isIE = false; if (navigator.appName == "Netscape" ) { isNav = true;} else {isIE = true;} function changeCursor(object) { if (!isNav ) { object.style.cursor='hand'; } }

function handleResize() { if (isNav ) { // force reload for Navigator //location.reload(); } return true; } function getHelp(helpExists)
Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002 { var targetFrameName = "%bind(:46)"; if (helpExists) { if (targetFrameName != "" && top.frames[targetFrameName]) { if (top.frames[targetFrameName].document.forms["HelpURL"] != null && top.frames[targetFrameName].document.forms["HelpURL"].ICHelpUrl != null && top.frames[targetFrameName].document.forms["HelpURL"].ICHelpUrl.value != null) { helpURL = top.frames[targetFrameName].document.forms["HelpURL"].ICHelpUrl.value; helpWindows = window.open(helpURL); } else alert("%Bind(:44)"); } else { if (document.forms["HelpURL"] != null && document.forms["HelpURL"].ICHelpUrl != null && document.forms["HelpURL"].ICHelpUrl.value != null) { helpWindows = window.open(document.forms["HelpURL"].ICHelpUrl.value); } else { alert("%Bind(:44)"); } } } else alert("%Bind(:44)"); } </script> %bind(:45) <LINK REL="stylesheet" HREF="%Bind(:15)" TYPE="text/css"> </HEAD>

<BODY MARGINWIDTH="0" MARGINHEIGHT="0" TOPMARGIN="0" LEFTMARGIN="0" BOTTOMMARGIN="0" RIGHTMARGIN="0" BGCOLOR="white" ONRESIZE="handleResize()">

<form target=_top Name='AddToFavorites' method=POST action=%bind(:19)><input type=hidden Name=PortalContent value="%bind(:40)"><input type=hidden Name=PortalActual value="%bind(:41)"></form>

<table width="100%" height=62 border=0 cellspacing="0" cellpadding="0" background="/Common/images/background.gif"> <tr>

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002 <td align=left valign=top nowrap rowspan=2 width=202><img src="/Common/images/logo.gif"></TD><td height=58 width=100%>&nbsp;</TD><TD align=right valign=center rowspan=2 width=207><img src="/Common/images/logoRT_ACME.gif"></TD> </tr> <tr ><td align=right valign=bottom height=4 width=100%><img src="/Common/images/dot2.gif" width="100%" height="4"></TD> </TR> </table>

<table width="100%" border="0" cellspacing="0" cellpadding="0"> <TR><td align=left valign=top width=250 nowrap><img src="/Common/images/logo2.gif" align=absmiddle> <font size=1> <script type="text/javascript"> var d = new Date() // Get the day and date... mprado PSFT var weekday=new Array("Sunday","Monday","Tuesday","Wednesday","Thursday","Friday","Saturday") var monthname=new Array("January","February","March","April","May","June","July","August","September","October","November","Decemb er") document.write(weekday[d.getDay()] + ", ") document.write(monthname[d.getMonth()] + " ") document.write(d.getDate() + ", ") document.write(d.getFullYear()) document.write(" ") // Get the time ... mprado PSFT // Calculate AM/PM... mprado PSFT var ampm=" AM"; var intHours=d.getHours() var intMin = d.getMinutes() if (intHours > 12) { ampm=" PM"; intHours = intHours - 12; } document.write(intHours) document.write(":") if (intMin < 10 ) intMin = "0" + intMin; document.write(intMin) document.write(ampm); </script> &nbsp; </TD> <td align=left valign=top >
Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002 <form name="form1" method="post" action=%bind(:35)> <table cellpadding=0 cellspacing=0 bgcolor=#000000 width=500> <tr><td align=left class=menuFont nowrap><Img src="/Common/images/btm_corner_lft.gif" align=absmiddle> &nbsp;<a proxied=false %bind(:16) class="menuFont">Home</a> &nbsp; <img src="/Common/images/menu_div.gif" align=absmiddle> &nbsp; <a %bind(:17) class="menuFont">Menu</a> &nbsp; <img src="/Common/images/menu_div.gif" align=absmiddle> &nbsp; <a href="javascript:document.AddToFavorites.submit()" class="menuFont">Add To Favorites</a> &nbsp; <img src="/Common/images/menu_div.gif" align=absmiddle> &nbsp; <a %bind(:18) class="menuFont">Favorites</a> &nbsp; <img src="/Common/images/menu_div.gif" align=absmiddle> &nbsp; <a proxied=false href="mailto:writeus@acme.com" class=menuFont>Contact Us</a> &nbsp; <img src="/Common/images/menu_div.gif" align=absmiddle> &nbsp; <%bind(:42)a href="help" onClick="getHelp(%bind(:34)); return false" class="menuFont">Help</A>&nbsp; <img src="/Common/images/menu_div.gif" align=absmiddle border=0> &nbsp; </a%bind(:43)> <a %bind(:20) class="menuFont">Sign Off</a> &nbsp; <img src="/Common/images/menu_div.gif" align=absmiddle> &nbsp; <A proxied="false" HREF="#" CLASS=menuFont>Search</a> <input type="text" VALUE="" size=21 name="SEARCH_TEXT" class="SearchClass" > <input type="image" border="0" name="imageField" src="/Common/images/go.gif" align=absmiddle> </TD></TR> </table></FORM> </TD> <TD align=right valign=top class=menuFont width=100% > <table cellpadding=0 cellspacing=0 bgcolor=#000000 height=23 width=100% > <tr><td align=right class=menuFont nowrap> &nbsp; &nbsp; </TD></TR> </table> </TD></TR> </table> <!-- CONTENT/LAYOUT links below --> %BIND(:37) %bind(:38) <!-- GREETING IS below --> &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<font face=arial size=3><B>%bind(:33)</B> </bODY> </HTML>

Copyright PeopleSoft Corporation 2001. All rights reserved.

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Appendix B-2: PORTAL_HP_3COL_LAYOUT

<table width="100%" CELLPADDING="0" CELLSPACING="0" > <tr> <td width="23%" valign="top" STYLE="border-right: 1px solid #aaaaaa; padding-left: 3px ;">

<!-- ******* NAVIGATION PAGELET GOES BELOW ************************** -->

<!-- Begin Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_CSS_PORT.PORTAL_HEADER.FieldFormula.IScript_Get Categories --> <!-- PageletState=MAX --> <TABLE WIDTH="100%" CELLPADDING="0" CELLSPACING="0" BORDER=0 > <TR> <TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_left_blk.gif" ALIGN="absmiddle"></td><TD ALIGN="left" CLASS="menuFont" BGCOLOR=#000000 > <NOBR>&nbsp;Navigation Menu&nbsp;</NOBR> </td><TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_right_blk.gif" ALIGN="absmiddle"></TD> <TD WIDTH=100% ALIGN="RIGHT" VALIGN="bottom" STYLE="border-bottom: 1px solid #aaaaaa;"> &nbsp; </TD> </TR> <TR> <TD WIDTH="100%" COLSPAN=4> <IClientComponent Name="Navigation Menu"> <Source Product="Portal">?ICType=Script&ICScriptProgramName=WEBLIB_CSS_PORT.PORTAL_HEADER.FieldFormula.IS cript_GetCategories&PORTALPARAM_COMPWIDTH=Narrow</Source> </IClientComponent> </TD> </TR> </TABLE> <BR> <!-- End Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_CSS_PORT.PORTAL_HEADER.FieldFormula.IScript_Get Categories -->

<!-- ******* NAVIGATION PAGELET GOES ABOVE ************************ -->

%BIND(:1) </td> <td width="6"> </td> <td width="43%" valign="top" STYLE="border-right: 1px solid #aaaaaa; padding-left: 3px ;">

<!-- ****** TOP STORIES PAGELET GOES BELOW ************************** -->

<!-- Begin Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_TopStory&ID =0000000002 --> <!-- PageletState=MAX -->
Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002 <TABLE WIDTH="100%" CELLPADDING="0" CELLSPACING="0" BORDER=0 > <TR> <TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_left_blk.gif" ALIGN="absmiddle"></td><TD ALIGN="left" CLASS="menuFont" BGCOLOR=#000000 > <NOBR>&nbsp;Headlines&nbsp;</NOBR> </td><TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_right_blk.gif" ALIGN="absmiddle"></TD> <TD WIDTH=100% ALIGN="RIGHT" VALIGN="bottom" STYLE="border-bottom: 1px solid #aaaaaa;"> &nbsp; </TD> </TR> <TR> <TD WIDTH="100%" COLSPAN=4> <IClientComponent Name="Top Stories"> <Source Product="Portal">?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_Top Story&ID=0000000002&PORTALPARAM_COMPWIDTH=Narrow</Source> </IClientComponent> </TD> </TR> </TABLE> <BR> <!-- End Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_TopStory&ID =0000000002 -->

<!-- ***** TOP STORIES PAGELET GOES ABOVE ********************** --> <!-- ***** COMPANY NEWS PAGELET GOES BELOW ********* -->
<!-- Begin Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_IntNews&ID= 0000000001 --> <!-- PageletState=MAX --> <TABLE WIDTH="100%" CELLPADDING="0" CELLSPACING="0" BORDER=0 > <TR> <TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_left_blk.gif" ALIGN="absmiddle"></td><TD ALIGN="left" CLASS="menuFont" BGCOLOR=#000000 > <NOBR>&nbsp;News Connections&nbsp;</NOBR> </td><TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_right_blk.gif" ALIGN="absmiddle"></TD> <TD WIDTH=100% ALIGN="RIGHT" VALIGN="bottom" STYLE="border-bottom: 1px solid #aaaaaa;"> <A onClick="setRefreshHomepage('http%3a%2f%2fmy.portal.i:7001%2fservlets%2fpsportal%2fpaprod%2fhomepageexpir ed');return true;" HREF="http://my.portal.i:7001/servlets/iclientservlet/paprod/?ICType=Panel&Menu=PORTAL_COMPONENTS&Market =GBL&PanelGroupName=EO_PE_USR_PREF&WP_COMP_ID=0000000001&PORTALPARAM_HPURL=http%253a %252f%252fmy.portal.i:7001%252fservlets%252fpsportal%252fpaprod%252f%253fcmd%253dstart"><IMG SRC="http://my.portal.i:7001/paprod/cache/images/PT_PORTAL_IC_EDIT_ENG_94.gif" NAME="21e" BORDER="0" Alt="Customize" ALIGN="right"></A> </TD>

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002 </TR> <TR> <TD WIDTH="100%" COLSPAN=4> <IClientComponent Name="Company News"> <Source Product="Portal">?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_IntN ews&ID=0000000001&PORTALPARAM_COMPWIDTH=Narrow</Source> </IClientComponent> </TD> </TR> </TABLE> <BR> <!-- End Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_IntNews&ID= 0000000001 -->

<!-- **** COMPANY NEWS PAGELET GOES ABOVE *********** --->

%BIND(:2) </td> <td width="6"> </td> <td width="33%" valign="top" STYLE="padding-left: 3px ;"> %BIND(:3) </td> </tr> </table>

---- END OF PORTAL_HP_3COL_LAYOUT

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002

Appendix B-3: PR_PORTAL_DEFAULT_USERA

<html> <head> <TITLE> Welcome to the ACME Portal</TITLE> </head> <body onLoad="refreshOnExpired('http%3a%2f%2fmy.acme.com:7001%2fservlets%2fpsportal%2fpaprod%2fhomepageexpire d');"> <FORM NAME='HelpURL' METHOD=POST Action="http://my.acme.com:7001/servlets/iclientservlet/paprod/"><INPUT TYPE=hidden NAME=ICHelpUrl VALUE="http://my.acme.com:7001/PeopleBooks/f1search.htm?CONTEXT_ID=PERSHOMEPAGE&LangCD=ENG">< /FORM> <table width="100%" cellpadding=0 cellspacing=0> <tr> <td> <IClientComponent Name="UniversalNavigation"> <SOURCE Product="Portal">ICType=Script&amp;ICScriptProgramName=WEBLIB_PORTAL.PORTAL_HOMEPAGE.FieldFormul a.IScript_HPDefaultHdr</SOURCE> </IClientComponent> </td> </tr> </table> <table width="100%"> <tr> <td width="23%" valign="top" STYLE="border-right: 1px solid #aaaaaa;"> <!-- NAVIGATION GOES HERE ********** BELOW ***** --> <!-- Begin Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_CSS_PORT.PORTAL_HEADER.FieldFormula.IScript_Get Categories --> <!-- PageletState=MAX --> <TABLE WIDTH="100%" CELLPADDING="0" CELLSPACING="0" BORDER=0 > <TR> <TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_left_blk.gif" ALIGN="absmiddle"></td><TD ALIGN="left" CLASS="menuFont" BGCOLOR=#000000 > <NOBR>&nbsp;Navigation Menu&nbsp;</NOBR> </td><TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_right_blk.gif" ALIGN="absmiddle"></TD> <TD WIDTH=100% ALIGN="RIGHT" VALIGN="bottom" STYLE="border-bottom: 1px solid #aaaaaa;"> &nbsp; </TD> </TR> <TR> <TD WIDTH="100%" COLSPAN=4> <IClientComponent Name="Navigation Menu"> <Source Product="Portal">?ICType=Script&ICScriptProgramName=WEBLIB_CSS_PORT.PORTAL_HEADER.FieldFormula.IS cript_GetCategories&PORTALPARAM_COMPWIDTH=Narrow</Source> </IClientComponent> </TD>

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002 </TR> </TABLE> <BR> <!-- End Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_CSS_PORT.PORTAL_HEADER.FieldFormula.IScript_Get Categories --> <!-- NAVIGATION GOES HERE ********** ABOVE ***** --> </td> <td width="6"> </td> <td width="43%" valign="top" STYLE="border-right: 1px solid #aaaaaa;"> <!-- ****** TOP STORIES GOES BELOW ****** --> <!-- Begin Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_TopStory&ID =0000000002 --> <!-- PageletState=MAX --> <TABLE WIDTH="100%" CELLPADDING="0" CELLSPACING="0" BORDER=0 > <TR> <TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_left_blk.gif" ALIGN="absmiddle"></td><TD ALIGN="left" CLASS="menuFont" BGCOLOR=#000000 > <NOBR>&nbsp;Top Stories&nbsp;</NOBR> </td><TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_right_blk.gif" ALIGN="absmiddle"></TD> <TD WIDTH=100% ALIGN="RIGHT" VALIGN="bottom" STYLE="border-bottom: 1px solid #aaaaaa;"> &nbsp; </TD> </TR> <TR> <TD WIDTH="100%" COLSPAN=4> <IClientComponent Name="Top Stories"> <Source Product="Portal">?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_Top Story&ID=0000000002&PORTALPARAM_COMPWIDTH=Narrow</Source> </IClientComponent> </TD> </TR> </TABLE> <BR> <!-- End Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_TopStory&ID =0000000002 --> <!-- ***** TOP STORIES GOES ABOVE ***** --> <!-- COMPANY NEWS and EVENTS GO HERE! ********* --> <!-- Begin Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_IntNews&ID= 0000000001 --> <!-- PageletState=MAX --> <TABLE WIDTH="100%" CELLPADDING="0" CELLSPACING="0" BORDER=0 > <TR> <TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;"
Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002 VALIGN="top"><IMG SRC="/Common/images/corner_left_blk.gif" ALIGN="absmiddle"></td><TD ALIGN="left" CLASS="menuFont" BGCOLOR=#000000 > <NOBR>&nbsp;Company News&nbsp;</NOBR> </td><TD WIDTH="10" HEIGHT="18" ALIGN="left" STYLE="border-bottom: 1px solid #000000;" VALIGN="top"><IMG SRC="/Common/images/corner_right_blk.gif" ALIGN="absmiddle"></TD> <TD WIDTH=100% ALIGN="RIGHT" VALIGN="bottom" STYLE="border-bottom: 1px solid #aaaaaa;"> <A onClick="setRefreshHomepage('http%3a%2f%2fmy.acme.com:7001%2fservlets%2fpsportal%2fpaprod%2fhomepagee xpired');return true;" HREF="http://my.acme.com:7001/servlets/iclientservlet/paprod/?ICType=Panel&Menu=PORTAL_COMPONENTS&Ma rket=GBL&PanelGroupName=EO_PE_USR_PREF&WP_COMP_ID=0000000001&PORTALPARAM_HPURL=http%25 3a%252f%252fmy.acme.com:7001%252fservlets%252fpsportal%252fpaprod%252f%253fcmd%253dstart"><IMG SRC="http://my.acme.com:7001:80/paprod/cache/images/PT_PORTAL_IC_EDIT_ENG_94.gif" NAME="21e" BORDER="0" Alt="Customize" ALIGN="right"></A> </TD> </TR> <TR> <TD WIDTH="100%" COLSPAN=4> <IClientComponent Name="Company News"> <Source Product="Portal">?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_IntN ews&ID=0000000001&PORTALPARAM_COMPWIDTH=Narrow</Source> </IClientComponent> </TD> </TR> </TABLE> <BR> <!-- End Pagelet=?ICType=Script&ICScriptProgramName=WEBLIB_EO_PE_NW.ISCRIPT1.FieldFormula.IScript_IntNews&ID= 0000000001 --> <!-- **** COMPANY NEWS GOES ABOVE *********** ---> </td> <td width="6"> </td> <td width="33%" valign="top"> <!-- YOU CAN PUT SOME WELCOME STUFF HERE, SINCE THIS PAGE IS USED FOR NEW USERS --> </td></tr> </table> <!-- bottom footer below***** mprado --> <HR SIZE=1 COLOR=#000000> <table width="100%" border=0 cellspacing="0" cellpadding="0" > <tr> <td height=58 width=100%> &nbsp; 2001 ACME Corporation. All Rights Reserved. </TD><TD align=right valign=center rowspan=2 width=207><img src="/Common/images/POWERED_BY_PSFT.gif"></TD> </tr> </table> </body> </html>

Appendix C Special Notices

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002 All material contained in this documentation is proprietary and confidential to PeopleSoft, Inc., is protected by copyright laws, and subject to the nondisclosure provisions of the applicable PeopleSoft agreement. No part of this documentation may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including, but not limited to, electronic, graphic, mechanical, photocopying, recording, or otherwise without the prior written permission of PeopleSoft, Inc. This documentation is subject to change without notice, and PeopleSoft, Inc. does not warrant that the material contained in this documentation is free of errors. Any errors found in this document should be reported to PeopleSoft, Inc. in writing. The copyrighted software that accompanies this documentation is licensed for use only in strict accordance with the applicable license agreement, which should be read carefully as it governs the terms of use of the software and this documentation, including the disclosure thereof. See Customer Connection or PeopleBooks for more information about what publications are considered to be product documentation. PeopleSoft, the PeopleSoft logo, PeopleTools, PS/nVision, PeopleCode, PeopleBooks, and Vantive are registered trademarks, and PeopleTalk and "People power the internet." are trademarks of PeopleSoft, Inc. All other company and product names may be trademarks of their respective owners. The information contained herein is subject to change without notice. Information in this book was developed in conjunction with use of the product specified, and is limited in application to those specific hardware and software products and levels. PeopleSoft may have patents or pending patent applications covering subject matter in this document. The furnishing of this document does not give you any license to these patents. The information contained in this document has not been submitted to any formal PeopleSoft test and is distributed AS IS. The use of this information or the implementation of any of these techniques is a customer responsibility and depends on the customer's ability to evaluate and integrate them into the customer's operational environment. While each item may have been reviewed by PeopleSoft for accuracy in a specific situation, there is no guarantee that the same or similar results will be obtained elsewhere. Customers attempting to adapt these techniques to their own environments do so at their own risk. Any pointers in this publication to external Web sites are provided for convenience only and do not in any manner serve as an endorsement of these Web sites.

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002

Appendix D Validation and Feedback

This section documents that real-world validation that this Red Paper has received.

CUSTOMER VALIDATION
PeopleSoft is working with PeopleSoft customers to get feedback and validation on this document. Lessons learned from these customer experiences will be posted here.

FIELD VALIDATION
PeopleSoft Consulting has provided feedback and validation on this document. Additional lessons learned from field experience will be posted here.

Copyright PeopleSoft Corporation 2001. All rights reserved.

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1/14/2002

Appendix D Revision History

Authors
Maurico Prado, Project Manager for PSC Technology Solutions Delivery was the lead author of this Red Paper. Mr. Prados project experience revolves around the analysis, design, and implementation of a wide variety of Internetbased applications. Mr. Prado is one of the main representatives for PeopleSofts Portal technology, and he has a solid understanding of PeopleSoft 8s Integration technologies.

Reviewers
The following people reviewed this Red Paper: Andrew Bediz PeopleSoft Consulting Edgar Vasquez PeopleSoft Consulting John Schroeder PeopleTools Portal Technologies Product Manager

Revision History
1. December 18, 2001 First Publication

Copyright PeopleSoft Corporation 2001. All rights reserved.

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