Refine/Edit a Site

Use the Site Editor and Site Properties window (both accessed from within the Site Manager) to hone/edit a Portal Site and its Site Items.

To refine/edit a Site:

  1. Open the Site Manager.
  2. Click the Site to edit/refine.
  3. Click the Edit button Edit Button.
  4. Define general properties for the Site: Name and title, login requirements, record ownership, the Business Object/record associations (which Business Objects/records the Customers can interact with), and the Document Repository association.
  5. Define display properties for the Site: Appearance (color/theme), Startup Site Items (including login options), and search capabilities.
  6. Define Banner properties for the Site: What the Site Banner looks like (background color and image, and Banner image) and what text displays on it (title, subtitle, and baseline).
  7. Define Footer properties for the Site: What the Site Footer looks like (background color and image, and Footer image) and what text displays on it (title, subtitle, and baseline).
  8. Define menu bar properties for the Site: Which Site Items are on the Site menu bar, and which Actions a Customer can initiate from each.
  9. Define Localization properties for the Site: Translation options.

    Site Editor

  10. Click OK.

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