Portal, Express Beta Version 6.1 Operating systems: i5/OS, Linux,Windows

Modifying Palette settings

You can change the settings to affect all instances of the Portlet Palette on every page or selected instances of the Portlet Palette by selecting a different portlet mode. When you initially open the Portlet Palette, you are either in the View or Personalize mode depending on your access level.

• You should be logged in to the portal site using an ID with sufficient access rights to modify a page. Access control for customizing and working with the Portlet Palette is based on portlet roles, portlet modes, and page permissions. The portlets available to you are also filtered by any restricted portlet lists that exist for a page.
• The drag-and-drop feature is present for default portal themes in rows and containers that are not locked.
• Entries in the Portlet Palette could become obsolete. For example, when an administrator deletes a portlet from the portal while a user is creating or editing pages, the user may not be aware of these updates. A user must log out and log back in to the portal to view the changes made by the administrator. If a user attempts to drag a portlet from the Portlet Palette when the portlet no longer exists, a message is recorded to the portal logs. Although this is a rare situation, administrators should not remove and add portlets during normal business hours.

These instructions assume that you are leaving the View or Personalize mode to modify the settings for other users by using the Edit Shared Settings or Configure mode as appropriate. Depending on your access level, you may not see all of these options.

You cannot drag portlets to the page while in Edit Shared Settings and Configure modes.

Perform the following steps to change the settings of the Portlet Palette:

1. Click on the drop-down menu located in the Portlets title bar.
2. Click Edit Shared Settings or Configure as appropriate.

   1. The Edit Shared Settings mode allows you to change the default look of the Portlet Palette for all users. The updates you make here will affect all users who view the Portlet Palette on this page. The changes will not be reflected on any instances of this portlet that appear on other pages.
   2. The Configure mode allows you to change the default look of this portlet for all users across all pages. The updates you make here will affect all users who view this portlet on any page.
3. To exit Edit Shared Settings or Configure modes, click the drop-down menu located in the Portlets title bar and select Back.