Table of Contents [-]
- What are Personalized Pages
- As Admin
- As a Regular User
Work in progress
What are Personalized Pages#
Personalized Pages are pages which contain portions which can be modified by users on an individual basis. In these areas, users can add and position portlets of their choice.
There is also a mechanism for indicating if the underlying defaults have updated, and allowing the user to inspect the new defaults and to either opt for or against reverting to or ignoring them.
Also, the administrator can forcibly disable personalized sections, resulting in the user's settings being reverted.
Alternatively, portlet permissions still provide the administrators full control over who can see and perform actions on any portlet regardless of personalization settings. So, passively preventing access to any portlets can still occur without resorting to forcefully reverting user preferences.
Start with a regular Page#
The first step in setting up a Personalized Page begins with the admin going to a Portlet page in a site (or Site Template).
Select the Manage -> Page Layout actions from the Dock.
Select a Layout Template#
For better illustration of the feature begin by choosing a Layout template that contains more than one column. I've chosen the "1-2 Columns (70/30)" option.
Adjust Personalization Settings#
Next move to the Personlization Settings section.
Each column in the Layout template will contain a check box allowing the admin toggle the column as personalizable or not. Please note that the current view is still under review and will likely turn out much prettier than it currently does in beta.
In the following image I've marked the lower right column as Personalizable.
Personalization Dock Menu#
Once our settings are saved and we refreshed the current page, we notice a new menu in the Dock, labeled Personalized View. Once our settings are saved and we refreshed the current page, we notice a new menu in the Dock, labeled Personalized View.
This is not the only thing you should notice. You should also note that the portlets on the page cannot be moved or removed. This is because by default all users are by default in Personalized View mode. In this default state users looking at Personalized Pages see their personalizations. Here the user sees only the original portlets on the page because no personalizations have yet to be made. But the Add menu is still accessible! What would happen if we try to add an application to the page?
Let's add the Currency Converter portlet to the page by simply clicking it's Add action.
You should now see the portlet was added in the only personalizable column on the page. Also, you should note that the icon in the Personalized View menu is not just a checkmark. We'll go over that in a minute.
The new portlet is the only portlet that can be moved or removed. This is again because we're in the Personalized View.
Switching to/from Personalized View#
Mousing over the Personalized View menu should reveal an operation called Reset Personalized View. As you might guess, this reverts your personalizations back to defaults.
If you click on the Personalized View text of checkbox you will toggle it off.
Editing a Personalized Page#
Being that we're currently admin (meaning that we have UPDATE permission on the page) we see it as you would normally see it, without personalizations, and also it is fully editable.
Let's replace one of the portlets in a non-personalizable column.
Now let's switch back to the Personalized View.
Earlier I mentioned the icon on the Personalized View menu. You should notice now that it is once again showing the "light bulb" icon. This is a visual indication that something has changed. In fact it means that the underlying defaults are more recent than the current personalizations. If you mouse over the area you will also notice some explanatory text.
This is the user's queue to check those, if they choose (new features may have appeared on the page).
Reseting to Defaults#
At some point the user may want to reset their personalizations to the defaults. From the Personalized View menu, click Reset Personalized View.
This will prompt the user to make sure that they actually intended this operation, and if so, will delete the personlized data, resulting in going back to defaults.
Notice that the "light buld" icon is once again back to a simple check mark, indication that the user is 1) in Personalized View, and 2) that their settings are same or newer than the underlying defaults.
As a Regular User#
All of the above has been shown from the perspective of the admin (a person who could edit the underlying defaults).
You should note that the Guest view is never personalized, they always see the defaults.
Let's now login as a regular user who's only privilege is being a Member of the site, as well as having been granted "Personalize" permission on "Pages" (this can be delegated either globally, or on a per Site basis using standard permission).
Adding Personalized Portlets#
Note that nothing on the page is editable, but we have access to the Add menu, and we also see the Personalized View menu indicating that we're on a page that offers personalization.
Now suppose we go ahead and browse the Application menu and select the RSS Portlet, click Add action. Notice again that it will land in the first personalizable column on the page.
Now notice that we have the right to move and remove this portlet, but none other. We can add as many portlets into this area as we want, and move/remove them at will.
Now imagine behind the scenes that an admin changes something on the page. The next time the user refreshes the page they will notice the change of icon indicating an update has occured.
Finally, the user can view defaults and revert as shown previously.