Portal Remote Control

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Overview

PRC
The Portal Remote Control (PRC) is an administration tool for the CMS and pages. It is a floating dialog visible for Administrators. It provides a simple and powerful surface for editing pages and to access the Explore interface - the main administrative surface for the portal.

Details

The Portal Remote Control is displayed for Administrators on every page. It provides administrative tools to manage the currently displayed Content - let it be a Content of an arbitrary Content Type or a Page/Smart Page. By default the PRC is a small floating button located at the top right corner of the page:

ReferenceWikiPRC3.png

When clicked, the main administrative surface of the PRC is displayed. The PRC can always be minimized to its small button state.

Layout

ReferenceWikiPRC1.png
  • information panel: this panel shows the main information of the current Content displayed.
  • Content/Application mode: this control is used to switch between Content/Application mode when the current Content is displayed by a Smart Page.
  • Preview/Edit mode: this control is used to switch the displayed page into Preview or Edit mode when the current Content displayed is a Page.
  • Application list: clicking this button will navigate the browser to a page listing defined Applications on the current Content.
  • main actions: panel showing the main actions available on the current Content and provides links to enter Explore mode.
  • info line: this information panel displays a short text showing the function of the PRC buttons when the mouse is rolled over them.

Actions / icons

PrcIconAdd.png
Add new
Adds a new Content under the current Content. The browser is navigated to a page where you can select the Content Type and edit Fields of the new Content. PrcIconCopy.png
Copy
Copies the current Content to an arbitrary destination. When clicked a Content Picker pops up and the destination folder can be selected.
PrcIconMove.png
Move
Moves the current Content to an arbitrary destination. When clicked a Content Picker pops up and the destination folder can be selected. PrcIconDelete.png
Delete
Deletes the current Content. When clicked the browser is navigated to a page where the action can be confirmed.
PrcIconEdit.png
Edit properties
Edits the Content properties. When clicked the browser is navigated to a page where the Fields of the current Content can be modified and saved. PrcIconRename.png
Rename
Renames the current Content. When clicked the browser is navigated to a page where the new name for the Content can be typed in and saved.
PrcIconRoot.png
Root Console
Opens the Root Console. When clicked the browser is navigated to the Root Console page where a couple of handy links provide easy access to the main features of the portal. PrcIconExplore.png
Explore
Opens the Explore at the current Content. When clicked the browser is navigated to the Explore interface - an advanced administration surface of the Content Repository.
PrcIconVersions.png
Versions
Displays the previous versions of the current Content. When clicked the browser is navigated to a page listing all versions and links to restore specific versions. PrcIconSetPermission.png
Set permissions
Display permissions for the current Content. When clicked the browser is navigated to a page where user rights to the current Content can be managed.
PrcIconCheckin.png
Check-in
Checks in the current Content. Only visible when the current Content has been checked out by the current user. PrcIconCheckout.png
Check-out
Checks out the current Page. Only visible when the state of the current Content is Checked-in.
PrcIconUndo.png
Undo changes
Undos changes to the current Content. Only visible when the current Content has been checked out by the current user. The state of the Content will be Checked-in and modifications of the Content will be undone. PrcIconForceUndo.png
Force undo changes
Undos changes to the current Page. Only visible when the current Content has been checked out by someone else than the current user. The state of the Content will be Checked-in and modifications of the Content will be undone.
PrcIconPublish.png
Publish
Publishes the current page. Only visible when the current Content is a Page, versioning of the Page is set to Major and minor and there is a draft version of the page to be published. PrcIconApprove.png
Approving
Approves the current page. Only visible when the current Content is a Page, approving of the Page is set to true and there is a draft version of the page waiting for approval.
PrcIconBrowse.png
Browse
Browses the current Content. Only visible in Explore. When clicked the frame is navigated to a page displaying the Content in browse mode.

Mode switches

PrcIconJumpToApp.png
Jump to application
The control indicates that the current Page shows a Content that is displayed via a Smart Page (or Application). When clicked the page is navigated from the current Content to the displaying Smart Page, thus allowing the page to be edited. Only visible when the current Content is handled by a Smart Page. For stand-alone pages it is hidden.
PrcIconBackToContent.png
Back to content
This control is displayed when the user has jumped to the application of the displayed content. It indicates that the current page is a Smart Page and thus is used to display various content of the same Content Type like that of the Content being displayed. When clicked the page is navigated from the Smart Page back to the displayed Content.
PrcIconSwitchToEdit.png
Switch to Edit mode
This control is visible when the currently displayed Content is a stand-alone Page or a Smart Page. It indicates that the page is being displayed in preview/browse mode. When clicked the Page will be checked out to the current user and will be displayed in edit mode allowing the managing of portlets on the page (adding, removing portlets and moving portlets from one zone to another can be done in edit mode).
PrcIconSwitchToPreview.png
Switch to Preview mode
The control indicates that the page displayed is in edit mode. When clicked the page will be displayed in preview mode, thus showing the page in the form as it would look like after being checked in. Note, that by switching to preview mode the page will still be checked out to the current user. To publish the page to the public use the check-in button (or publish/approve when versioning/approving is enabled) instead, or after switching to preview mode.

Editing pages

There are two aspects of editing pages:

  • edit page properties: this is done via the Edit properties button on the PRC. You can also invoke the Edit properties page for the current page by entering Explore mode.
  • managing portlets on page: to add/remove/move portlets switch to edit mode by clicking the Switch to Edit mode button. If the current Content is displayed by a Smart Page you first have to go to the Smart Page displaying the content by clicking the Jump to application button (for more info on relationship between Content and Smart Pages refer to Smart Application Model). In Edit mode portlet zones and helper links appear and the following functions are available:
    • adding portlets: you can add portlets by clicking the Add portlet link placed at the top of each portlet zones. A Content Picker will pop up, where you can select the portlet to be added from a list. You can also search for a specific portlet in the Content Picker.
    • removing portlets: click on the dropdown box located at the top-right corner of portlets and click on Delete.
    • editing portlet properties: click on the dropdown box located at the top-right corner of portlerts and click on Edit. A property editor dialog will pop up where properties of the selected portlet can be set.
    • moving portlets: simply grab the header of the portlet to be moved and drag&drop it to another zone or under another portlet.
    • previewing modifications: you can preview modifications by clicking the Switch to Preview mode. This will make all zones and helper links disappear.
    • saving and publishing changes: either in edit or in preview mode you can publish modifications by clicking the Check-in button on the PRC. When versioning/approving is set for the page the Publish and/or the Approving button also has to be clicked. Note that any modification you make to a page is automatically saved to a draft version.

You cannot directly edit the page if it has been checked out by someone else. Wait for others to finish their modifications and check-in the page or use the Force undo checkout function to discard changes made by other users before entering edit mode.

Custom actions

It is possible to add custom actions simply by adding Applications to the Prc scenario (case-sensitive!). The custom actions will be listed at the bottom of the PRC:

Custom actions in PRC

for Portal builders

PRC layout

The default layout for the PRC can be found at:

/Root/System/WebRoot/prc.ascx

If you want to customize the layout you can modify this file or use the TemplatePath parameter:

<sn:PortalRemoteControl ID="PRC" runat="server" TemplatePath="/Root/Global/plugins/myprc.ascx" />

This feature is available from version 6.2

PRC visibility and Groups

By default the PRC is visible for members of the following groups:

  • Administrators
  • PRCViewers

It is possible to set the groups for whom the PRC is displayed. This is controlled by a parameter of the PortalRemoteControl ASP.Net control called Groups. The PortalRemoteControl is located in Page Templates:

<sn:PortalRemoteControl ID="PRC" runat="server" />

The next example shows how to set the Groups for whom the PRC will be visible:

<sn:PortalRemoteControl ID="PRC" runat="server" Groups="/Root/IMS/Builtin/Portal/Editors;PortalBuilders;Demo\ProjectManagers" />

As you can see Groups can be referenced:

  • by name
  • by domain and name
  • by full path

The above setting will cause the PRC to be displayed for members of the Editors group and the ProjectManagers organizational unit in the Demo domain. Any group by the name of PortalBuilders will be able to access the PRC too. For anyone else (even if the user is a member of the Administrators group) PRC won't show on those pages that use the PageTemplate in which the PRC properties has been set.

Example/Tutorials

Related links

References