Introduction to Creating Portals

To help you get started quickly, this section introduces the key basics that are necessary knowledge before you begin building your Heretto Deploy Portal.

Getting Started: Essential Concepts and Tasks Involved

First consider what a user would see when they log in and what you want them to see. The structure of your portal can be a gateway that brings together diverse information, or one that enables personalized access to services based on the user's role within the organization. The design elements of your portal should therefore reflect your content strategy, brand, and be tailored to your target audiences.

Next, you will need some sample content. We recommend incorporating images and videos in your sample content, along with common DITA elements that your team will regularly use when creating content. This enables you to see how these will render in the portal.

Now you are ready to sign into your Heretto CCMS account, upload your sample content, and start creating your portal.

Note: Your Customer Success Manager (CSM) will provide you with access to portal environments for development work.

Necessary Developer Skills

HTML (HyperText Markup Language)

You must be familiar with HTML basics. HTML is the most standard markup language for creating web pages. Familiarity with HTML is needed for constructing web pages with unique (and advanced) features and functions.

XML (Extensible Markup Language)

XML will be required for portal development. XML will be needed to create the documents that will be shared via the portal.

CSS (Cascading Style Sheet)

CSS adds style to your web pages. You will need to be familiar with CSS to give your portal a unique look, including layout and design. CSS is also used to ensure that your portal will properly appear on different devices and screen sizes.

JSON (JavaScript Object Notation)

JSON is used to send information from the Heretto CCMS to a portal page. To customize your portal, you will need to work with the JSON format.

If you are looking to take advantage of personalization features, you will need to set up authentication. The portal supports single sign-on (SSO). Developing an SSO solution requires knowledge of:

  • OAuth 2.0

  • OpenID

  • JWT

To learn more, refer to: Heretto Deploy Portal SSO - Introduction

Portal Development Using Heretto CCMS

The Heretto CCMS Source Editor enables you to navigate through and edit the code for portal development. Alternatively, you can use any code editor you prefer and upload the edited source files into Heretto CCMS.

The Heretto CCMS Source Editor enables you to:

  • Edit the map XML source

  • Edit the topic XML source side-by-side with the user-friendly editor

  • Edit the Markdown, CSS, and JSON code

  • Find and replace, collapse and expand XML code

Other Source Editor features in Heretto CCMS include:

  • Detection and flagging for invalid code

  • Suggestions for and automatic closure of XML elements

For comprehensive instructions on editing code directly in Heretto CCMS, refer to the Source Editor Overview.

About Environments for Hosting Images

When customizing the portal design to reflect a company brand, adding custom logos and images will be necessary.

You will need to host these images in a separate environment. Contact your IT team will have these assets available and stored in an environment that your team will have access to, such as a GitHub repository.

For more information, refer to Adding your Logo, Favicon, or Banner