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Гайд по созданию портала. В итоге прочтения статьи юзер должен мочь создать свой собственный портал.

Процедура создания портала, пошаговая.

Описание этих элементов.

What is Self-Service Portal?

Self-Service Portal, or SSP, allows end-users to easily collaborating with supporting divisions (helpdesk, service desk, and others). With SSP, you can easily deliver your service and knowledge and gather feedback from them at any time.

The screenshot below illustrates the SSP main area typical view.

Portal structure

Self-Service Portal as a ....   has has a hierarchical structure containing various types of elements linked with each other. This allows building a flexible and configurable portal and binding it with the platform using provided tools (such as notification rules, API, ACL, and others).

The diagram below illustrates the typical portal structure.

For more clarity, the table below contains a brief glossary.

How to create and configure a portal

After completing this guide, you will be able to create and configure your first Self-Service Portal. To perform this, you need to complete a step-by-step procedure:

1. Create Portal record.
2. Create Pages.
3. Create Portal Nodes.
4. Create Page Containers.
5. Create Page Rows.
6. Create Page Columns.

Portal configuration guide

To configure a Self-Service Portal related to your instance, you need to create its structure first. Generally, the procedure of portal set up and configuration looks as follows:

1. Create Portal records. 
2. Create Pages, containing information about the portal pages.
3. Create Portal Nodes, entities allowing to bind portals and portal pages.
4. Create Page Containers, allowing building the structural view of a page through columns and rows.
5. Create Page Rows, dividing the container into rows.
6. Create Page Columns, dividing rows into proportionally customizable columns.

Create portal records

Create a portal record, so you'll be able to bind lower-level objects to it going further steps.

To create a single portal, please complete the steps below:

1. Navigate to Portal Structure → Portals.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply changes.

Create portal pages

The portal page is a template for other pages, so it is very important to configure it carefully.

To create a page template, please complete the steps below:

1. Navigate to Portal Structure → Pages.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply changes.

Create portal nodes

• Portal nodes, also known as portal maps, are massive structural components defining layouts of portals, categories, and pages through the Portal Page field.
• Categories and items are the pages that bind together child objects basing on some features. Categories are any structures based upon parent/child relationships, e.g., Knowledge Base with categorized Articles in it. Portal Nodes help us to implement ready-to-use structures into the structure of a portal.

To create a portal node, please complete the steps below:

1. Navigate to Portal Structure → Portal Nodes.
2. Click New and fill in the fields.
3. Click Save or Save and Exit to apply changes.

Configure portal structure

To configure a portal structure, you need to complete the procedure below:

1. Bind the portal record you have created and portal node (or nodes).
   1. If you have created nodes within the portal record, then it will be done automatically at the creation point.
2. Bind this node to a previously created portal page you want to display on the portal. Specify reference to this page in the Page field of the node record form.
3. Fill in pages with content:
   1. Create page containers within pages.
   2. Create page rows within page containers.
   3. Create page columns within page rows.
   4. Configure Widgets within page rows.

Create page container

Page container is a main structural page unit. After creating, split a container with columns and rows.

To create a page container, please complete the steps below:

1. Open a page created earlier for which you need to create a container.
2. Scroll down to the Related Lists area and click on the Page Container tab.
3. Click New and fill in the fields.
4. Click Save or Save and Exit to apply changes.

Create a page row

A page container can be divided into rows, which, in turn, can be divided into columns.

To create a page row, please complete the steps below:

1. Open a page container for which you need to create a row.
2. Scroll down to the Related Lists area and click on the Page Row tab.
3. Click New and fill in the fields.
4. Click Save or Save and Exit to apply changes.

Create a page column

To create page columns, please complete the steps below:

1. Open a page row for which you need to create a column.
2. Scroll down to the Related Lists area and click on the Page Column tab.
3. Click New and fill in the fields.
4. Click Save or Save and Exit to apply changes.