|Oracle® Fusion Middleware User's Guide for Oracle WebCenter
11g Release 1 (11.1.1)
Part Number E10149-04
The WebCenter Spaces application provides many opportunities for changing its environment to suit your personal working style. These include changing the display language, managing your application password, and rearranging your view of page content. All of these options are personalizations, that is, they affect only your view of the application. All other users' views remain unchanged.
This chapter steps you through these and other personalizations. It contains the following sections:
This chapter is intended for users who want to optimize their WebCenter Spaces environment for their personal use. This includes selecting a display language, providing application login information, and arranging content on the page. This chapter is also intended for users who want a better understanding of the Sidebar.
The WebCenter Spaces application administrator has the authority to expose or hide a particular service's task flows. Tasks discussed in this chapter are not available to you if the relevant service is hidden.
Personalizations are yours and yours alone. That is, the personalizations you set through the procedures described in this chapter affect only your view of WebCenter Spaces. No other users are affected by your changes.
For example, when you reposition page components, that change applies only to your view of the application. Other users may reorganize their own views of pages, and their changes do not affect your view—only their own.
You can personalize the way pages appear in many ways without opening the page editor (Oracle Composer). For example, you can reposition components, remove components from your view of a page, resize a component's height, and collapse components to display just their headers. These actions are called personalizations because the changes you make when you personalize a page affect only your view of that page. No one else sees your personalizations.
See Also:For more information about personalization, see Section 10.2, "Customizing and Personalizing Page Content."
Whether you can personalize a page depends on permissions granted to you or your user role and on how personalizations are configured. You can tell if you have such permission by the presence or absence of the controls discussed in this section. If you do not see these controls, contact your application administrator to ask for a higher-level of access or for a configuration change. For information about contacting your application administrator, see Section 2.8, "Contacting Your Application Administrator."
Note:When you revise a component in page view mode while another user deletes the same component in page edit mode, a WebCenter error page opens. Simply navigate back to the original page. The deleted component does not appear, and you can continue working on other components.
This section describes how to perform the personalizations rearrange, change layout, resize, minimize, and maximize. It contains the following subsections:
Components moved by drag-and-drop can be moved into any open position on a page. Components moved using their Actions menus can be moved within the layout box that contains them.
This section describes how to personalize your page view by rearranging components on a page. It contains the following subsections:
Dragging and dropping is arguably the easiest and least restricted way to rearrange components on a page. Simply drag the component over the spot you want to place it. A solid box indicates a receptive drop location (Figure 4-3).
To rearrange components by dragging and dropping:
Log in, and go to the page where you want to rearrange components by dragging and dropping.
Click and hold on the header of the component you want rearrange, drag it to its target position, and drop it onto the page.
A solid box indicates where the component is placed when you drop it (Figure 4-4).
Within a given layout box, the direction that components can move is determined by how the box is oriented. A box can be oriented vertically or horizontally. Vertical orientation allows for moving components higher or lower in the stack of components contained in the layout box. Horizontal orientation allows for moving components further left or right in the line of components contained in the layout box.
A component's Actions menu (Figure 4-5) provides a convenient way to reposition the component relative to other components contained in a given layout box. The Actions menu may appear in the component header, or it may not appear at all.
A component may be configured to hide its Actions menu, in which case, you cannot reposition the component through the Actions menu—though you may be able to reposition other components relative to it, provided those other components show their Actions menus.
To rearrange components using a component's Actions menu:
Log in, and go to the page where you want to rearrange components using the Actions menu.
Click the Actions icon on the menu bar in the component header (see Figure 4-5).
Select a Move option:
The moves available on a component Actions menu depend on how the layout box that contains the components is oriented (vertically for Move Up/Move Down; horizontally for Move Left/Move Right). Additionally, the available moves depend on whether the component has any components left, right, above, or below it.
Move Up—Reposition over the component immediately above.
Move Down—Reposition over the component immediately below.
Move Right—Reposition to the right of the component to the right.
Move Left—Reposition to the left of the component to the left.
Page designers can make a layout switcher available for changing your view of a page to a different page layout. If you see a Change Layout button or link on a page, you can personalize your page view by selecting a different layout model. This section tells you how.
To change to a different page layout:
Log in, and go to the page where you want to change your page layout.
Click the Change Layout link (Figure 4-6).
The link's default position is in the upper-right corner of the page. This may vary in your application. Page designers can hide this control, so it may not be available to you. Additionally, they can change the link label, so it may be something other than "Change Layout."
From the resulting pop-up, select a new page layout.
The currently-selected layout is highlighted (Figure 4-7).
The page is rerendered using your selection for the new layout.
See Also:For information about changing everyone's page layout, see Section 8.4.3, "Changing Everyone's Page Layout." For information about making the Change Layout link available in page view mode, see Section 220.127.116.11, "Working with Change Layout/Layout Customizable Properties."
If you find a component, such as a task flow or portlet, is not useful to you and the component displays a Remove icon (Figure 4-8), you can remove it from your view of the page.
You can restore a removed component with the Reset Layout command on the Page Actions menu (for more information, see Section 4.3, "Removing Your Page Personalizations")—provided the component was seeded on the original page—or by editing the page and adding a new component instance (for more information, see Section 10.1, "Adding Content to a Page").
To remove a component from your view of a page:
Log in, and go to the page where you want to remove a component from your page view.
Click the Remove icon on the component header (see Figure 4-8).
The component is removed from your view of the page.
The border and header surrounding a component, such as a task flow or a portlet, is also known as chrome. Chrome not only delineates the component, but also provides an access point for component actions, such as those on the Actions menu and those embedded in the chrome itself. In the latter case, the chrome includes a Resize handle that you can use to increase or decrease the height of the component (Figure 4-9).
Note:The position of the resize handle differs for bidirectionally displayed components. Those components displayed in a right-to-left orientation display the resize handle on the opposite side depicted in Figure 4-9.
To use this feature, click and hold the Resize handle and drag it up to decrease the height of the component or down to increase the height of the component.
With one click, you can collapse some components, such as task flows or portlets, so that they roll up like a window shade, leaving only their headers in view (Figure 4-10).
With another click, you can expand a collapsed component.
Collapsing is useful for removing the visual noise of an unused component from your application view. Collapse is available when a component has a header on view.
To collapse and expand components:
If you have the Personalize privilege on a page, you can use the Reset Layout command on the Page Actions menu to remove all the personalizations you made to the page. Collapsed components are expanded; resized components are returned to their original dimensions; rearranged components are returned to their original positions; and removed components are restored to view.
See Also:For information about WebCenter Spaces seeded user roles and permissions, see the "Default Policy Store Permissions for WebCenter Spaces" section in the Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter.
Because personalizations are easy to do, resetting the page layout provides a safe, efficient way to undo try-outs, such as removing a rarely-used task flow or repositioning components for easier access. If a personalization does not work out, simply reset the page layout, and re-do the personalizations you like.
Caution:It is important to understand that Reset Layout removes all of your page personalizations in one operation. It does not back out of them one-by-one.
To reset a page layout:
Log in, and go to the page where you want to reset the page layout.
From the Page Actions menu, select Reset Layout (Figure 4-13).
Note:If the Page Actions menu does not appear, it is likely that you do not have sufficient page access privileges. If this is the case, ask your application administrator for the privilege to edit pages. For more information, see Section 2.8, "Contacting Your Application Administrator."
In the resulting confirmation dialog, click the Reset button.
The WebCenter Spaces Sidebar provides easy access to many useful services. This section provides information about the Sidebar and describes what you can do with it. It contains the following subsections:
The Sidebar offers quick access to your WebCenter Spaces mail, watched discussion topics and forums, worklist assignments, personal contacts, recent documents, enterprise applications, and other useful functions.
Note:Your WebCenter Spaces administrator controls which task flows appear in the Sidebar and the order in which they appear. Accordingly, your view of the Sidebar may vary from the examples presented here.
Everything that appears in the WebCenter Spaces Sidebar is personal. Your view of the Sidebar is unique to you.
You can view the Sidebar as an expandable list of task flows or as a set of individual task flow icons (Figure 4-14). Additionally, you can hide the Sidebar from view (for more information, see Section 4.4.2, "Toggling Sidebar Views").
Table 4-1 lists the Sidebar icons and briefly describes the purpose of the task flow or application each icon represents.
Table 4-1 Sidebar Icons
|Icon||Name||Provides Easy Access to …|
External applications and custom task flows registered with WebCenter and accessible to you
For more information about external applications, see Section 4.5, "Working with External Applications."
The Worklist, which contains notifications and action items assigned to you
For more information about the Worklist, see Chapter 31, "Working with the Worklist Service."
Personal mail inbox
For more information about WebCenter Mail, see Chapter 23, "Working with the Mail Service."
Your personal contacts list (your chat buddies)
For more information about the Buddies list, see Section 20.2.6, "Working with the Buddies List."
Your personal notes, which are somewhat comparable to electronic post-it notes.
For more information about Notes, see Chapter 24, "Working with the Notes Service."
The last documents you accessed, created, or interacted with in some way
Click a document link to open the document.
For more information about the Document Library, see Chapter 18, "Working with the Documents Service."
The discussion forums and forum topics on your Watch List
For more information about discussion forums and watch lists, see Chapter 17, "Working with the Discussions Service."
Your saved searches
For more information about WebCenter Search, see Chapter 28, "Working with the Search Service."
Tags you have added or the items you have tagged
For more information, see Chapter 29, "Working with the Tags Service."
To toggle between the Sidebar panes, Sidebar icons, and a hidden Sidebar:
Click the Collapse icon to return to icon view (Figure 4-17).
Click the Collapse icon to hide the Sidebar.
Click the Expand icon to return the Sidebar to icon view.
Although your application administrator determines the task flows that appear by default in your Sidebar, you have the power to hide or show any task flow that is available to you. At different times, you may find some task flows more useful than others. WebCenter Spaces provides the means to place the ones that are not currently useful to you out of view.
It is easy to hide or show task flows in your Sidebar. Toggle to Sidebar list view (for more information, see Section 4.4.2, "Toggling Sidebar Views"), and select or deselect the task flows you want to hide or show from the Hide or show Sidebar panels list (Figure 4-18).
When you toggle back to the Sidebar's icon view, the task flows you hid in list view remain hidden.
To hide or show task flows in the Sidebar:
Log in, and toggle the Sidebar to list view.
Expand the list of task flows at the top of the Sidebar (Figure 4-19), and click a task flow to show it (checked), or deselect it to hide it (unchecked).
The task flows that appear in the Sidebar may be in a state that requires a simple step to move from closed to open. They might be collapsed, they might be displayed as icons, or they might be displaced by other open task flow panels. This section describes how to open a task flow from the Sidebar.
To open task flows from the Sidebar:
Log in to WebCenter Spaces.
If the Sidebar is rendered as a list, go to the task flow you want to view, and, if necessary, expand it by clicking its Show this panel icon in the panel header.
See Also:For more information about the WebCenter Spaces Sidebar, see Section 4.4.1, "What You Should Know About the Sidebar."
The task flow opens within the context of the Sidebar (Figure 4-20).
The task flow opens in its own, undocked view (Figure 4-22).
If the task flow is displaced by other open task flow panels, click the Show next panels icon to open and select from a list of displaced task flows (Figure 4-23).
Some Sidebar task flows provide instant navigation to a main task flow view. When the Sidebar is shown as a list of expandable panels, an icon may appear in the header of an expanded panel. Click the icon to jump to a main view of the task flow.
For example, Figure 4-24 shows the Open personal folders icon on the Recent Documents panel in the Sidebar.
With an undocked view of a Sidebar task flow, the navigation appears as a button (Figure 4-25).
By default, the following task flows provide navigation to main task flow views from the Sidebar:
The WebCenter Spaces administrator may expose different enterprise applications in the Sidebar's Applications pane. This provides login management and convenient access through WebCenter Spaces to your frequently used enterprise applications.
This section provides information about the Applications pane in the Sidebar. It contains the following subsections:
The Applications pane in the Sidebar (Figure 4-26) provides quick access to your most frequently-used enterprise applications.
These can include such applications as your enterprise expense reporting system, human resources-related request applications, time-reporting, company directory, and the like.
The Applications pane is personal. The applications that are shown in the pane are those you can access using an application login.
External applications require login credentials, such as your user name and password. You can supply login credentials each time you access an application, or you can let WebCenter Spaces store and manage your login credentials (for more information, see Section 3.6, "Providing Login Information for External Applications"). After your credentials for a particular application are stored, you are logged in to that application automatically when you log in to WebCenter Spaces.
Your WebCenter administrator manages the presentation and range of applications available in the Applications pane. If an application you access frequently is not listed, ask your WebCenter administrator to add it for you.
See Also:For more information about adding applications to the Applications pane, see Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter.
For more in-depth information about external applications, see Oracle Fusion Middleware Developer's Guide for Oracle WebCenter.
For information about contacting your application administrator, see Section 2.8, "Contacting Your Application Administrator."
Note:Due to browser limitations, automated login is not supported for external applications using BASIC authentication.
Login to external applications that do not support UTF-8 encoding is not supported.
Log in, and, in the Sidebar, either expand the Applications pane or click the Applications icon (Figure 4-27).
See Also:For information about the Sidebar, see Section 4.4, "Working with the WebCenter Spaces Sidebar."
Click an application link.
If a login form opens (similar to that shown in Figure 4-28):
Enter your login credentials in the fields provided.
Select Remember my login information to save your user name, password, and any other login credentials you have entered.
The next time you launch the application from the Applications pane you login automatically.
If you do not select the option Remember my login information, the login information you enter here is used for this session only. The next time you access this application through the Applications pane, you must reenter your login credentials.
Note:If you change your application account information—for example, change your application password—you can update the login credentials you entered here through your WebCenter Spaces preferences. For more information, see Section 4.5.4, "Managing Your External Application Login Credentials."
Click Login to log in.
You may not want to see all the task flows and applications offered through the Applications pane. If this is the case, you can personalize your view by showing only the applications you use and hiding the applications you do not use. This section describes how.
To personalize the Applications pane:
Log in, and, in the Sidebar, either expand the Applications pane, or click the Applications icon (Figure 4-29).
See Also:For information about the Sidebar, see Section 4.4, "Working with the WebCenter Spaces Sidebar."
In the Applications pane, click the Personalize applications icon (Figure 4-30) at the top of the pane.
If your Sidebar is open in icon view, click the Applications icon and select Personalize applications from the resulting menu (Figure 4-31).
The Personalize Applications window opens, listing all external applications available to you (Figure 4-32).
The next step you take depends on what you want to accomplish:
To hide an application link, clear its Show/Hide Link checkbox.
To show an application link, select its Show/Hide Link checkbox.
Note:You cannot hide links to applications that your WebCenter administrator has locked. Locked applications always appear, and their Show/Hide Link checkboxes cannot be selected (they are grayed out).
Click Save to save your changes and return to the Applications pane.
The applications you cleared no longer appear. The applications you checked now appear.
WebCenter Spaces Preferences provide a central place for you to manage and store login credentials for all the enterprise applications you access through WebCenter Spaces. You need only enter credentials for your password-protected applications once. WebCenter Spaces stores your login details; so the next time you access the application through the Sidebar, you login automatically.
If you prefer, you can provide login credentials before you launch the application in WebCenter Spaces. You can also change your stored login credentials if you change them in the original application.
For more information, see Section 3.6, "Providing Login Information for External Applications."