Setting Up Portal Catalogs
Before you set up portal catalogs, the portal items and item categories should be set up according to the instructions provided in the portal administration guide. Portal catalogs use these same categories for organizing items on the portal.
For multi-site implementations, portal catalogs must be created in the primary site.
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Create the catalog record.
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Set up the catalog content.
- Repeat steps 1 and 2 for as many catalogs as necessary. You can then build all of them at the same time, using the Rebuild all Planned option on the Portal Catalog Build Utility form.
- Activate catalogs. See Activating Portal Catalogs.
- Preview catalogs. On the Customers form, specify a catalog for your test portal user account. Sign in to the portal as the test user and preview the catalog.
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Assign catalogs to customer types and/or customers.
- On the Customer Types form, specify a default portal catalog for each customer type.
- Optionally, on the Customers form, specify a portal catalog for selected customers. This overrides the customer type default.
- If your portal allows for pre-login browsing, you can also specify a pre-login portal catalog on the Portal Parameters form. If you don’t specify a pre-login catalog, all items set to Active For Customer Portal are displayed on the portal for pre-login users.
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