Tailoring default navigation and content

You can tailor many aspects of your out-of-the-box sites without worrying that your changes will be overwritten on upgrade. Items that will be overwritten during an upgrade that you want to tailor can be copied and any needed modifications made to the copy.

There is typically no need to copy the Staff site. In most cases, you can use the out-of-the-box Staff site and tailor it to your specific needs.

Table 1: Viewing items saved and items overwritten upon upgrading
Items saved at upgrade Items overwritten at upgrade
  • Shortcuts
  • New navigation items
  • Original content (Shared Content)
  • New communication templates
  • New business objects
  • IQA queries
  • System navigation items
  • System content items (Core Content)
  • System communication templates
  • System business objects

More: