A
Oracle Portal Administrator Tasks

A.1 Creating a user who can build these examples

In this section, you will learn how to create a user in Oracle Portal that can create the portals described in this manual. Note that you must have Develop or higher access privileges to create a user. See your database administrator to obtain this access.

A.1.1 Create a user

1. On the Oracle Portal Home page, click Administer.

   Note: You can access this page by clicking in the banner.

2. In the User portlet, click Create New Users.

3. In the User Name field, enter [new_user_name].

   Note: You cannot use spaces or dashes in this field.

4. In the Password field, enter a temporary password.

5. In the Confirm Password field, enter the same temporary password you entered in Step 4.

6. In the E-mail Address field, enter the new user's email address.

7. In the Account Activation and Termination section, enter the dates you want this user to be active.

8. In the Login Server Privileges section, make sure End User is chosen. The portals in this manual do not require the user to access the Login Server.

9. Click Create.

10. At the top of the screen, you should see a link for your new user. Click this link.

11. Under Group Membership, select the PORTLET_PUBLISHERS check box.

12. Add any other information for the user, such as Job Title or a photograph.

13. Click Apply.

14. Click OK.

You have now created a user (or users) for Oracle Portal.

A.1.2 Grant the user access to the casebook application

1. In the Navigator, click the Applications tab.

2. Navigate to the Casebook30_Application.

   Note: The Casebook30_Application is the one into which the sample components were imported (see the Read Me file associated with the installation scripts for more information).

3. Next to Casebook30_Application, click Grant Access.

4. In the Grantee field, type the name of the user to whom you want to grant access.

5. From the list, choose Manage.

6. Click Add.

7. Follow steps 4 through 6 for all the other users who will be creating the components in the casebook.

8. Click Apply.

9. Click OK.

You have now given a user (or users) permission to create components in the Casebook30_Application. The instructions in this book tell the user to preface the names of components they create with their own name. If they name a component with a name that already exists, the existing component may be altered or deleted. You can always re-import the components using the installation scripts.

A.1.3 Enable the user to publish objects as portlets

1. On your Oracle Portal home page, click the Administer tab.

2. In the Users portlet:
   1. In the Name field, enter the user name of the user.

   2. Click Edit.

3. Select the PORTLET_PUBLISHERS check box.

4. Click OK.

A.2 Creating a group

You can also create a group of users to make it easier for you to grant privileges to multiple users simultaneously. Note that you must have Administrator or higher privileges to create a group.

1. On the Oracle Portal Home page, click Administer.

   Note: You can access this page by clicking in the banner.

2. In the Groups portlet, click Create New Groups.

3. In the Name field, enter a group name, for example Casebook_Group.

4. Make sure you apply this group to All of Oracle Portal.

5. In the Description field, enter: This group of users is for creating the portals in the Building Advanced Portals manual.

6. Click Next.

7. In the Name field, enter the user name of the user you want to add to the group.

8. Click Add to Members List. The user name now displays in the Group Member List, along with the user type.

   Note: Your user name should already display in the Group Member List since you are the owner of the list.

9. Follow steps 7 and 8 to add other users to the group.

10. Click Finish.

You have now created a group of users for Oracle Portal. Note that you can now follow the steps in Appendix A.1.2, "Grant the user access to the casebook application" to enable the group to create components in this application. To do so, type the group's name instead of the user's name in Step 4.

A.3 Installing the demo portals, schema, and content areas

You can access the installation scripts for the demo portals, schema, and content areas at http://technet.oracle.com/docs/products/iportal/doc_index.htm. To install these samples, follow the instructions in the Read Me file located in the same directory on http://technet.oracle.com as the installation scripts.

A.4 Grant access privileges to the schema

In order to build a form that updates tables, users may need access privileges to the <DEMO_SCHEMA>. If a user does not have the privileges to grant access to this table, a database administrator (who does have access to the schema) should follow the steps in this section.

1. In the banner at the top of the Oracle Portal home page, click .

2. Click Database Objects.

3. Find the <DEMO_SCHEMA> schema.

4. Next to the <DEMO SCHEMA> , click Grant Access.

5. In the Grantee field, enter the user name.

6. From the privileges list, select Manage.

7. Click Grant. The user ID and privileges should now display under Revoke Privileges.

8. Click Close.

You have now enabled users to manipulate the tables in the demo schema. Note that the users will be able to modify any data in this schema. If you do not want users to have manage access to all tables in the schema, you can navigate to the individual tables in the schema, then grant individual access to each table.

A.5 Create three groups for the Human Resources portal

The steps in this section help you create three users and three user groups for the purposes of Chapter 4, "Creating a Human Resources portal with security".

A.5.1 Create three users for the groups

1. Create a user with the following characteristics:

   Note: If you're not sure how to create a user, follow steps 1 through 9 in Section A.1, "Creating a user who can build these examples".

   • User Name = Joe_Public

   • Password = 12345

   • Confirm Password = 12345

2. Create a second user with the following characteristics:
   • User Name = Joe_Manager

   • Password = 12345

   • Confirm Password = 12345

3. Create a third user with the following characteristics:
   • User Name = Joe_HRRep

   • Password = 12345

   • Confirm Password = 12345

A.5.2 Create the HR Managers and HR Representatives groups

The steps in this section help you create two groups. The Managers group can view the Managers page of the Inside Healthy Living Human Resources portal, and the HR_Representatives group can view the HR Representatives page of the portal.

Note: You do not need to create a specific group to view the Public page of the portal, since any user who logs into Oracle Portal should, by default, be able to see this page.

1. On the Oracle Portal Home page, click the Administer tab.

2. In the Groups portlet, click Create New Groups.

3. In the Name field, enter HR_MANAGERS.

4. Make sure the All Objects Across Product radio button is selected.

5. In the Description field, enter This group contains the company managers for the Human Resources portal.

6. Under Default Style, choose Healthy Living Page Style from the Display list.

7. Click Next.

8. In the Name field, enter Joe_Manager.

   Note: This is the user you created in Appendix A.5.1, "Create three users for the groups".

9. Click Add to Members List.

   The name you entered displays in the Group Members List.

10. Repeat steps 8 and 9 to add more users to this group.

11. Click Apply.

12. Click OK.

13. Repeat steps 2 through 6 to create a group with the following details:
    • Name = HR_REPRESENTATIVES

    • Description = This group contains the Human Resources representatives for the Human Resources portal.

14. Click Next.

15. Follow steps 8 through 12 to add users to this group.

    Note: Add the user Joe_HRRep to the group.

You have now create the groups necessary to complete the steps in Chapter 4, "Creating a Human Resources portal with security".

A.6 Create an Inside Healthy Living Repository

1. In the Navigator, click the Content Areas tab.

2. Navigate to the root level by clicking Content Areas in the Path, if necessary.

3. Click Content Area.

4. In the Name field, enter a unique name for the content area.

   Tip: We recommend including the user name of the user for whom you are creating the content area, to make the name unique. For example, SCOTT_REPOSITORY.

5. In the Display Name field, enter a descriptive name for the content area.

   Tip: We recommend including the user name of the user for whom you are creating this content area, to make it easier for the user to find. For example, Inside Healthy Living Repository for Scott.

6. Click Create.

7. At the top of the page, click the name of the newly created content area.

8. Click the Items tab.

9. Clear the Retain Deleted Items and Display Deleted Items check boxes.

10. Click the Access tab.

11. In the Grantee field, enter the user name of the user for whom you created the content area.

    Tip: If you are not sure of the user's user name, click and select the user name from the pop-up window.

12. In the list of privileges, make sure Administer is chosen.

13. Click Add.

14. Click OK.