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Configure the Intranet Portal Site in SharePoint

After deploying a template to a site collection, click the site collection URL to launch your intranet portal site in SharePoint.

Instead of customizing the template in AvePoint Portal Manager, which will take effect on all site collections where the template is deployed, you can customize the intranet portal site in SharePoint without affecting the template as much as you want.

NOTE

When you access an intranet portal site in SharePoint via a browser in private browsing mode, an error message will occur if third-party cookies are blocked in the browser you use. This issue can be resolved by modifying the browser to allow the use of third-party cookies.

You can perform the following operations to customize the intranet portal site:

  • Manage Global Navigation/Footer – If you choose to use global navigation/global footer when customizing a template in AvePoint Portal Manager, all intranet portal sites where the template has been deployed will inherit the global navigations/footer. In SharePoint, you can click the Disable button on the footer to stop inheriting the footer or click the Enable button to inherit the global footer again.

  • Add Web Parts

  • Edit Web Part Properties

  • Add Items to Web Part Related SharePoint Lists

Add Web Parts

A web part is an application component that can be placed on a SharePoint page, which allows you to add diverse functionalities to the SharePoint page. Depending on your needs, web parts can be moved, added, and deleted.

For detailed information on the web parts that AvePoint Portal Manager supports, refer to Appendix B - Table of the Supported Web Parts.

To add a web part to a page, complete the following steps:

  1. Navigate to the page where you want to add web parts.

  2. Click Edit on the upper-right corner of the page.

  3. In the section where you want to add a web part, click the Add button and then enter APM in the Search box to search for AvePoint Portal Manager web parts.

  4. Click Add Web Part.

  5. From the Web Part drop-down list, all AvePoint Portal Manager web parts are available to choose from. Select the web part that you want to add.

  6. From the Data Connection drop-down list, select a data connection to define the location where the web part loads data.

    • APM Default – If you select this option, the web part will load data from the default list that AvePoint Portal Manager has defined in the template.

    • SharePoint – If you select this option, the web part will load data from the list that you defined when customizing the template. If there are no items in the list, then no data message will appear.

  7. After adding a web part, you can manage the web part as follows:

    • Click the Edit button to edit the web part properties. For detailed web part properties, refer to Table of the Supported AvePoint Portal Manager Web Parts.

    • Click the Move button to drag the web part to another place on the page.

    • Click the Duplicate button to add the same web part again to the page.

    • Click the Delete button to delete the web part from the page.

Edit Web Part Properties

The properties of a web part are specific to the purpose and configuration needs of the web part.

Complete the following steps to edit the properties of a web part:

  1. Go to the Home page of the portal, and click Edit.

  2. Click the Edit button of a web part. The web part properties are now available for editing.

  3. Click Navigate to the List to navigate to the list where the web part loads information.

  4. After editing the web part properties, click Save to save the changes to the web part, and then click Publish to publish the changes.

The information displayed on a web part is retrieved from its related SharePoint list. You can update the information displayed on a web part by editing/adding items in the corresponding SharePoint list.

Refer to the following steps to add an item to a web part, taking the list where the Banner web part loads information as an example:

  1. Go to the Home page of the portal.

  2. Click the Settings button on the upper-right corner of the page, and then select Site contents from the drop-down list.

  3. Find the SharePoint list where the web part loads information.

  4. Click New to add a new item. The New Item page appears.

  5. Complete the following information about the new item:

    • Title – Enter a title for the banner.

    • Message – Enter a description for the banner.

    • Image – Enter the URL of an image. The image will be displayed as the background image of the banner.

    • Read More Link – Enter the URL of the target page, where users will be redirected after they click the Read More button.

    • Display – Choose whether the banner will be displayed on the web part.

  6. Click Save to save the new item.