Using the CompanyInfo element

Note that I worked on this in the FSCM Image 35, which is PeopleTools 8.58.02.

• I think it looks quite promising though, considering this is all just done through configuration.

You need to have the following two roles:

1. Secure Branding Administrator: Otherwise you cannot access the Define Headers and Footers page.
2. Company Info Administrator: Otherwise the CompanyInfo element will not appear in the Tree.

Navigate to the Define Headers and Footers page and select DEFAULT_HEADER_FLUID:

Home > PeopleTools > Portal > Branding > Define Headers and Footers

• From inside of the tree, click on the CompanyInfo element.
• Click on the Additional Options hyperlink within the Element Properties group box to the right.
• Check the 'Enable Company Banner Area' checkbox and, optionally, the 'Use Different Content for Classic and Fluid' checkbox.
• Enter what you like into the Rich Text.

You can use Meta-HTML in the Rich Text Editor. I noticed there are two HTML objects which contain examples of them being used in HTML (as this is ultimately rendered):

• PT_INFOPAGECONNECT_FLUID
• PT_INFOPAGECONNECT

In my testing it seemed as though several of the Meta-HTML variables did not work in the header for Classic/Classic Plus pages, even though they did work in the 'Info Page' (Ctrl + Shift + J):

• %Browser
• %BrowserVersion
• %BrowserPlatform
• %Menu
• %Component
• %Page
• %AppServer
• %CompBufferSize

I also noticed that in the Classic [Plus] components, the styling of the header looked more like it comes from the 8.57 theme, i.e. that blue look rather than the 8.58 look. I do not know if this is a bug or not, but this could be fixed via modifying the DEFAULT_THEME_FLUID Style Sheet.

• Just search for .ps_box-headerbranding

I was able to successfully use the following Meta-HTML variables in both Fluid and Classic:

• %UserId
• %DBName
• %Message(n,n)
• %ToolsRel
• %AppsRel
• %ServicePack
• %Image

Two notes on using the Meta-HTML variables:

1. I used the %Message variable to reference a Message Catalog object which could be used to show the date when the system was refreshed, including the timestamp of the restore point.
• The Message Catalog value was just hardcoded to prototype the idea.
• It could be updated as part of a refresh process.
2. The %Image variable needs to be used with the Source button on the Rich Text Editor, so that you can embed an <img> tag directly.

Some final thoughts on the process:

1. As recommended it is probably better to clone the objects rather than customize the DEFAULT_HEADER_FLUID.
2. Be careful with how much you put into the header is it makes the header/banner grow taller.
3. My little foray into this probably needs more effort in terms of styling.
4. I should look into Macro Sets for Branding.

Some examples: