You must perform
some preparatory tasks before you make
your portlets and portlet applications available to your users by
putting them on portal pages. This includes installing, deploying,
and configuring portlets and applications.
A portlet is initially
displayed in the View mode. A user
can apply customizations to individual, selected, or all instances
of the portlet by leaving the View mode and entering into the Personalize,
Edit Shared Settings, or Configure mode as appropriate. To access
these other modes, hover over the portlet title bar, click
to
display the portlet menu, and select the appropriate mode. Refer
to the following descriptions for more information about the Personalize,
Edit Shared Settings, and Configure modes.
Note: Once you leave
the View mode by selecting another portlet mode,
you must click Back from the portlet menu to
return to the View mode. You must return to the View mode before
changing to another mode.
- Personalize: Updates
change the look of the portlet only
for the user who makes the updates. In order for a user to have access
to personalize settings, they must be granted at least Privileged
User role on the page and Privileged User role on the corresponding
Portlet Definition. This is available for standard portlets and IBM
portlets.
- Edit Shared Settings: Updates change the
default look of
the portlet on a specific page. All users see the change when they
access that page. In other words, all (the particular) portlet instances
on a page are modified, but not all instances of that portlet on every
page. If you want the changes to appear on every page that portlet
appears, you must modify the settings on each page. In order for a
user to have access to edit shared settings they must be granted at
least Editor role on the page and Editor role on the corresponding
Portlet definition. This is available for standard portlets and IBM
portlets.
- Configure: Updates change the default look
of a portlet
for all portlet instances. All users see the portlet changes on all
pages that portlet is available. A user needs to have at least Manager
role on portlet definition to have access to configure a portlet.
It depends on the portlet which selection options are available
in the portlet menu.