Monday 7 April 2014

Portal Content Referrences migration

You could copy Content Reference using Application Designer, but you should me careful when doing this across different applications.
Applications have different parent folders, content reference has permissions that are application specific, which to not have to exist in the target environment.
And especially Portal works different from the other applications.

Portal, said very easily, "has no own application", but is used to link to content references to other applications.
You should really set up Content reference in Portal manually, that's why Unified Navigation was introduced.

Why you should set it up manually and not copy via application designer:
Content reference in for example HCM is usually configured on LOCAL_NODE.
When you copy this across to Portal, Portal will interpret this a link to the Portal application.
This has to be changed in Portal to the local node of HCM, for example PSFT_HR.

Content reference have permissions set, usually deviated from the permission lists on components using the Portal Security Sync process.
Permission to a component is/could be different than permission to the content reference that references the component.
One is, can I see the menu link, other is, do I have access to the page.

And is exactly what you should do with Portal in junction with other PeopleSoft applications.
Portal has only permissionlist to content references (menu links) to components on other Applications nodes.
On the other application permission list on the actual component has to set.

So userprofiles and assigned roles will have to synchronized across applications user the USER_SYNC service.
Roles in Portal and and other applications have to exists, but do not need to have any permissionlists in the Portal environment.
Suppose you have a user in HCM with roles and within the role permissionlist to components.
The same user will be synced to Portal, the user profile will be copied and assigned roles will be copied.
Now Portal needs to have roles/permissionlists to the content references in Portal that link to the HCM component.
These permissionlist in Portal can be other than the ones in HCM.

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