Best practice for management of Portal personalisation

Hi
I've been working in our sandpit client figuring out all portal personalisation and backend/frontend customisation for ESS (with some great help from SDN). However I'm not clear on what best practice is when doing this for 'real'.
I've read in places that objects to be personalised should be copied first. Elsewhere I've read about the creating of a new portal desktop for changes to the default framework page etc
What I'm not clear on is the strategy for how you manage and control all the personalisation changes.  For example, if you copy an iview and personalise where do you copy it to? Do you create "Z" versions of all the folders of the standard content or something else?
Do you copy everything at the lowest possible object level and copy or highest?
Implications of applying support or enhancement packs?
We're going pretty vanilla to begin with in that there will just be a single ESS role so things should be fairly simple from that point of view, but I've trawled all around SDN without being able to find clear guidance on the overall best pratice process for personalisation.
Can anyone help?
Regards
Phil
Edited by: Phil Martin on Feb 15, 2010 6:47 PM

Hi Phil,
To keep things organized I would create an new folder (so don't use the desktop one). The new folder should sit under Portal Content. In that folder create a folder for ESS, then inside that one for iViews (e.g. COMPANY_XYZ >>> ESS >>> iViews) then copy via delta link the iViews you want from the standard SAP folders.
Then you will have to create another folder for your own roles (e.g. ESS >>> Roles). Inside this folder create a new role and add your iViews (again via delta link). Or you could just copy one of the standard SAP roles into this folder and not bother with copying the iViews. What you do depends on how many changes you intend to make, sometimes if the changes are only small it is easier to copy the entire SAP role (via delta link) and make your changes.
You should end up with something link this in your PCD:
Portal Content
     COMPANY_XYZ
          ESS
               iViews
                    iView1
                    iView2 etc..
               Roles
                    Role1
                    Role2 etc...
Then don't forget to assign your new roles to your users or groups.
Hope that makes sense.
BRgds,
Simon
Edited by: Simon Kemp on Feb 16, 2010 3:56 PM

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