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Oracle® Fusion Middleware Tutorial for Oracle WebCenter Spaces Users
11g Release 1 (11.1.1)

Part Number E10277-01
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7 Working in Your Personal Space

It's one thing to see Zeba make a page available to Monica and send her an email, but if you see how Monica responds to them you'll have a better idea of the kind of interaction that WebCenter Spaces makes possible. That's why we're going to log back in as Monica in this chapter. We'll also see Monica use her personal space to complete some additional commonly performed business tasks.

7.1 Step 1: Log On

To log on as Monica:

  1. Click the Login link in the Banner area.

  2. Enter the user ID Monica.

  3. Enter the password welcome1.

  4. Click OK.

7.2 Step 2: Create a Personal Note

On the drive into work this morning, you were thinking about the meeting you're going to have with your boss, Bill, later in the week, and reviewing in your mind some key points you want to relate to him regarding an upcoming sales deal. To make sure you don't forget the points you want to make, you decide to quickly create a personal note. Personal notes allow you to jot down snippets of text that are for your eyes only: memory jogs for upcoming meetings, personal items such as grocery lists, a phone number you don't have time to add to your address book—anything that doesn't require lengthy prose to be useful.

  1. If your Sidebar is expanded, you should already see your Notes pane. If it is not, click the Personal notes icon:

    Figure 7-1 Personal Notes Icon

    Personal notes icon
  2. Click the Create a new note icon.

    Your Notes pane should look like this:

    Figure 7-2 Notes Pane in the Sidebar

    A new personal note
  3. In the Title field, type Notes for Meeting w/Bill.

  4. In the Text field, type the points you want to make:

    Deal with ZapIt has hit a snag

    Dave Smith to fly out to ZapIt HQ next week

    May need Bill to participate in con call

  5. Click Save.

    Beneath the text fields, you should now see "Notes for Meeting w/Bill". To display the details of a note, just click the note title. The details appear in the Notes pane.

  6. Click Close.

If you create a lot of notes, managing them can be somewhat challenging. The Filter Notes icon is provided as a means for you to locate a particular note by its title. We won't try this here, but you may want to experiment with it another time.

7.3 Step 3: Read an Email

Now it's time to take a look at the mail that has accumulated since last night. You don't have to go outside WebCenter Spaces to access your email; your Sidebar conveniently contains a window into your personal account.

  1. In the Sidebar, click the expand node beside the Mail pane (or, if the Sidebar is minimized, click the Personal mail inbox icon).

  2. If you are prompted to do so, enter your user ID and password. (You can get this information from your WebCenter administrator.)

  3. You want to be sure you are looking at just the mail from last night, so select Since Yesterday from the drop-down (Figure 7-3):

    Figure 7-3 Looking at Mail Received Since Yesterday

    Looking at mail since yesterday

    Now you won't be distracted by older emails awaiting your reply.

  4. You see you have an email from Zeba, so you click the subject line to open it:

    Figure 7-4 Reading an Email

    Reading an email

    You've read Zeba's email and learned that she's made a page called Sales Problem available to you, which means you must make it visible within your own personal space. In the meantime, close this email so you can respond to it later.

7.4 Step 4: View a Shared Page

As we saw in the last chapter, the Manage Pages dialog helps you keep track of which pages are displayed, the order in which they are displayed, and so on. Because you know that Zeba gave you permission to see the Sales Problem page, you need to go to Manage Pages to make it visible.

  1. In your personal space, click Page Actions->Manage Pages.

  2. In the Sales Problem row, click the arrow in the Actions column to see what permissions Zeba has granted to you:

    Figure 7-5 Viewing Your Page Privileges

    Viewing your page privileges

    The number of actions here is fairly limited, so it looks like you have view access only. If Zeba had granted you edit privileges, you'd see the Edit Page action, and if you had manage privileges on the page you'd see things like Set Page Access, Delete Page, and so on.

    Let's display the page now.

  3. In the Show Page column, click the check box on the Sales Problem row.

  4. Click Close.

    The page now appears alongside the other pages within your personal space.

    Note: In the real world, Zeba would have most likely provided the URL for the page (which is listed in the About This Page pop-up), so you could just click it or enter it in your browser's Address field to display the page. However, now you know what to do when you want to see a shared page and don't have the page's direct URL.

Looking at the data on Zeba's page, you see that she's hit upon the source of the problem with Tony Notebook Sales. It turns out that Tony Notebooks, as well as most of the other notebook brands, have been offering a six month warranty—until recently. All other competitors recently raised their warranties to two years, but Tony Notebooks still offers the low warranty period of six months. Tony Notebooks will be contacted later today and advised that this discrepancy is negatively impacting their sales. In the meantime, you want to quickly let Zeba know that she's solved the problem, and give the go-ahead for her to post her document to Tony Notebook Sales. While you could do this through email, the fastest way to interact with a colleague is, of course, through online chat.

7.5 Step 5: Start a Chat

WebCenter Spaces provides presence information so you can tell who's online, as well as an online chat service so you can send people messages and get a response quickly. Anywhere you see a user's name displayed within the WebCenter Spaces interface, you'll also see a presence icon beside it that indicates whether the person is online. You can use that icon to start a chat anytime you wish.

  1. In the Sidebar, click the expand node beside the Buddies pane (or, if the Sidebar is minimized, click the Buddies icon).

    The Buddies pane lists all the people that you have explictly added to your buddy list in your email client. Names that appear with a colored icon beside them are online and available; names that have a grayed-out icon are not currently online.

    We can't initiate an actual chat in this tutorial, since you can't be two members at once, but if Storefront was a real company you could start a chat simply by right-clicking Zeba's name. If you try to initiate a chat with someone who is not logged on, they will be prompted to do so through Microsoft Live Communication Server (or through Oracle Communication Server, depending on which email server they're using). The person has the option of whether to log in at that point.

    Let's quickly simulate a chat session.

  2. Highlight Zeba's name, then right-click.

    A list of available actions displays.

  3. Click Send an Instant Message.

    Your chat client (Oracle Communicator) launches and displays a Chat window.

  4. In the Chat window, type a message.

  5. Click Send.