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Oracle® Fusion Middleware User's Guide for Oracle WebCenter Spaces
11g Release 1 (11.1.1.4.0)

Part Number E10149-06
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30 Managing Your Profile

In WebCenter Spaces, your Profile is a collection of useful data about you. It can include contact information, a photo, your location within the company hierarchy, and so on. The social networking capabilities in WebCenter Spaces enable you to view and manage your own Profile and to view the Profiles of others if they have made them available to you.

This chapter provides an overview of Profile-related features and steps you through the process of Profile viewing and managing. It includes the following sections:

Audience

This chapter is intended for users assigned an application role that includes, minimally, the permission Update People Connections Data. Users who plan to edit task flow properties must be assigned a role that also includes the permission Pages: Edit Pages. In a Space (other than the Home Space), users must be assigned a role that includes the permission Edit Page Access and Structure.

30.1 What You Should Know About Profile

Profile provides a variety of views into your own and other users' personal profile information. Such information can include your mail address, phone number, office location, department, manager, direct reports, and so on. In a typical WebCenter Spaces installation, Profile takes the bulk of its information from the back-end identity store that provides your WebCenter application with its users. Additionally, Profile may offer opportunities for altering some of this information and for providing additional data not included in the identity store.

When you connect with other users, you give them access to your Profile, and gain access to theirs. You can control how much of your Profile a connection can view through Profile Preferences. For information about setting your Profile Preferences, see Section 30.2, "Setting Profile Preferences."

Before you access your Profile or Profile Preferences, your application administrator can set global application defaults that affect what all users may see and do with their own and other users' Profiles. For more information, see Section 6.4, "Configuring People Connections Defaults for WebCenter Spaces."

You can access a view of a Profile, including your own, by clicking a user name wherever you see it in WebCenter Spaces. In addition to brief, popup views of user Profiles, you can see a full view of your Profile on the WebCenter Spaces Profile page. The Profile page is a business role page that is pushed to all authenticated users' views of the Home Space (Figure 30-1).

Figure 30-1 Profile Page

Profile page

Tip:

Authenticated users are users who are logged in to WebCenter Spaces.

See Also:

For information about business role pages, see Section 7.1, "Working with Business Role Pages."

By default, the Profile page presents a series of subpages that include your view of the Activity Stream (Activities), a detailed view of your connections (Connections), a view of the documents and folders in the Public folder of your personal document library (Documents), a chart view of your location within the organization (Organization), and a view of your full Profile (About).

Of all of these subpages, only Organization and About pull their content from the identity store and belong to the Profile family of task flows. The other subpages pull their content from other features and services as follows:

Your portal designer can revise the default Profile business role pages to include additional components, remove existing components, and revise the page look and feel. Consequently, the page described here may finally have little to do with the final Profile page that you see.

See Also:

For information about revising business role pages, see Section 7.1, "Working with Business Role Pages."

In addition to Profile business role pages, Profile provides several task flows that each offer a unique view of a user's Profile information. Provided you have edit permission on a page, you can place a Profile task flow wherever you find it of use.

Profile provides the following task flows:

See Also:

For information about working with Profile task flow features, see Section 30.4, "Viewing and Editing Personal Profiles."

Profile task flows have associated properties that you can use to control the appearance and behavior of a task flow instance. For example, you can use Profile properties to specify that the statements you enter into a Publisher task flow (see Section 33.1.1, "What You Should Know About Message Board") are included in those Profile views that provide a status message. You can control whether a Profile allows the display of a photo and whether the photo can be updated in page view mode.

See Also:

For more information about Profile properties, see Section 30.5, "Setting Profile Task Flow Properties."

For information about using Profile features, see Section 30.4, "Viewing and Editing Personal Profiles."

30.2 Setting Profile Preferences

The Profile details that are affected by your Preferences settings appear in your full Profile view, for example, in the Profile task flow and on the About subpage of the default My Profile business role page (Figure 30-6).

Figure 30-6 About Subpage on Profile Page

About subpage on Profile page

Full profiles are presented in four sections: Summary, Employee, Business Contact, Personal Information. Each section provides information related to the section heading. For example, Summary includes a collection of basic details, such as your user name, mail address, and office location.

Note:

Your portal administrator can control every users' access to their own Profile information. For example, the administrator can control whether a Profile section is shown, whether a given section is editable, and who can see what Profile information. Consequently, the control you can exercise over your own Profile preferences is determined by the actions of your administrator. For more information, see Section 6.4, "Configuring People Connections Defaults for WebCenter Spaces."

Only the administrator can control access to the Summary section. For more information, see Section 6.4.3.4, "Configuring Profile."

Use Profile preferences to specify who can view different types of information associated with your personal profile.

To set Profile preferences:

  1. Open the Preferences dialog.

  2. Click People Connections to display People Connections preferences.

  3. Click the Profile tab to bring it forward (Figure 30-7).

    Figure 30-7 Profile Preferences

    Profile Preferences

    For each section of your personal profile, specify the users who can view it:

    • Everyone—All users, including users who are not logged in, can view the associated section of your Profile.

    • Authenticated Users—Only users who are logged in can view the associated section of your Profile.

    • User's Connections—Only you and your connections can view the associated section of your Profile.

    • User Only—Only you can view the associated section of your Profile.

  4. Click OK.

30.3 Adding a Profile Task Flow to a Page

For the steps to add a Profile task flow to a page, see Section 17.5, "Adding Resource Catalog Components to Pages."

30.4 Viewing and Editing Personal Profiles

Profile task flows provide quick access to contact and status information about you and your connections. This section describes how to use the features offered through Profile task flows. It includes the following subsections:

See Also:

Advanced users can extend WebCenter Spaces by customizing user Profile attributes. For more information, read the whitepaper, "Using WebCenter Spaces Extension Samples (11.1.1.4.0)," available on the Oracle Technology Network at http://www.oracle.com/technetwork/index.htm.

30.4.1 Viewing Profile Details

You can view your full profile details by clicking your user name, provided it appears in the application chrome. For example, in Figure 30-8 the user name Josie Smith appears at the top of the application.

Figure 30-8 User Name at Top of Application

User name at top of application

On the resulting page, click the About tab to view your full profile details (Figure 30-9).

Figure 30-9 About Subpage on Profile Page

About subpage on Profile page

You can view summary profile details for yourself, all of your connections, and all of the members of the Spaces for which you have access (through the Members task flow) simply by clicking a user name wherever it appears in the application context. Clicking a name opens a Profile popup (Figure 30-10).

Figure 30-10 Profile Popup

Profile popup

In some application contexts, such as in a Document Library or on an announcement, a context menu opens in lieu of a Profile popup. Click the user name and select View Profile Gallery from the resulting context menu (Figure 30-11) to access a view of the user's profile gallery.

Figure 30-11 View Profile Gallery Option on the Documents Page

View Profile Gallery option on Documents page

30.4.2 Editing Your Personal Profile

Your application administrator determines how much of your personal profile you may revise (for more information, see Section 6.4, "Configuring People Connections Defaults for WebCenter Spaces."). When you have permission to revise your Profile, an Edit link is shown on the Profile page (Figure 30-12).

Figure 30-12 Edit Button on a Profile

Edit button on a Profile

Click the Edit button to open an edit view of your personal profile.

Note:

Even when your application administrator has enabled the editing of a particular Profile section, all fields in that section may not be editable.

To edit your personal profile:

  1. Open your Profile page.

    See Also:

    For more information, see Section 30.4.1, "Viewing Profile Details."
  2. Click Edit to open your Profile in edit mode (Figure 30-13).

    Figure 30-13 Profile in Edit Mode

    Profile in edit mode
  3. Make your changes, and click Save.

30.4.3 Uploading and Updating a Personal Profile Picture

Provided the Profile task flow is configured to allow it, users with a personal Profile can upload or update their Profile image.

Note:

The file must have the mime-type image, and cannot have the extension *.ico.

The task flow property Allow photo upload must be set to #{true}. For more information, see Section 30.5, "Setting Profile Task Flow Properties."

To upload or update your profile image:

  1. Open your Profile page.

    See Also:

    For more information, see Section 30.4.1, "Viewing Profile Details."
  2. Click the Change Photo link to open the Upload Photo dialog (Figure 30-14).

    Figure 30-14 Change Photo Link and Upload Photo Dialog

    Change Photo link and Upload Photo dialog
  3. Click Browse to locate and select a photo.

  4. Click OK to complete the upload.

When you update your profile photo (as opposed to providing a new one), additional dialogs may come into play. When you click the Change Photo link, the Upload Photo dialog opens, displaying the name of the current file along with an Update button (Figure 30-15).

Figure 30-15 Upload Photo Dialog (Update Photo)

Upload Photo dialog for updating a photo

Click Update to open the Upload Photo dialog depicted in Figure 30-14, and complete the process as described in this section.

30.5 Setting Profile Task Flow Properties

Profile task flows have associated properties, which users with sufficient privileges can access through the Component Properties dialog in Oracle Composer (Figure 30-16).

Figure 30-16 Profile Task Flow Component Properties Dialog

Profile task flow Component Properties dialog

See Also:

For information about accessing the Component Properties dialog, see Section 17.5.2.3, "Setting Component Properties."

The following sections provide information about properties associated with Profile task flows and describe the properties available on the Parameters tab:

30.5.1 What You Should Know About Profile Task Flow Properties

When you set property values on a Profile task flow, you are affecting only the task flow instance on which the value is set. Other instances of the same task flow are not affected by such changes.

The properties on the Parameters tab of the Component Properties dialog can affect the default task flow content. For descriptions of the parameters on this tab, see Section 30.5.2, "Profile Task Flow Parameters." For some task flows, parameters on this tab facilitate the wiring of the task flow to page parameters and page definition variables. For more information, see Chapter 19, "Wiring Pages, Task Flows, Portlets, and UI Components."

Changes to the properties on the Display Options, Style, and Content Style tabs affect the appearance and behavior of the task flow for all users. These properties are common to all task flows. For more information, see Section 17.5.2, "Setting Properties on Page Components."

The content of the Events tab depends on the events supported by the task flow. For more information, see Section 17.5.2.8, "Working with Component Contextual Events."

All properties on the Parameters and Display Options tabs provide access to an Expression Language (EL) editor, which you can use to select or specify a variable value instead of a constant value. Click the Edit icon next to a property field to open the editor. For more information about using the editor and for descriptions of common EL expressions, see Appendix B, "Expression Language Expressions."

30.5.2 Profile Task Flow Parameters

Table 30-1 describes the parameters that are unique to Profile task flows.

Table 30-1 Profile Task Flow Parameters

Property Description

Allow photo upload

A Boolean value representing whether the task flow exposes a means of uploading a profile photo

Check for #{true}, clear for #{false}.

This parameter is associated with the Profile - Snapshot task flow.

Allow status update

A Boolean value representing whether the Profile - Snapshot task flow exposes a means of entering a personal status message

Check for #{true}, clear for #{false}.

If status updates are enabled (#{true}), users can enter updates through an embedded Publisher task flow. For information about the Publisher task flow, see Section 34.3.3, "Sharing Items, Files, and URLs Through the Publisher Task Flow."

This parameter is associated with the Profile – Snapshot task flow.

Control Panel Shown

A Boolean value representing whether a control panel for manipulating the style, alignment, and size of the content is available on the runtime task flow instance

Check for #{true}, clear for #{false}.

This parameter is associated with the Organization View task flow.

Edit Mode

A means of determining whether to display Profile details as editable without requiring specific navigation to an editable view

  • Enter #{true} to always show Profile details in edit mode.

  • Enter #{false} to show Profile details as read-only.

When the value is set to #{false}, users click an Edit button to take Profile details into edit mode. Note that this parameter is recognized only if the parameter sectionWiseEditEnabled is set to #{false}.

This parameter is associated with the Profile task flow.

Image Size

The size of the Profile photo to show

Values can be one of: ORIGINAL, LARGE, MEDIUM, SMALL.

This parameter is associated with the Profile – Snapshot task flow.

Org Bread Crumbs Shown

A Boolean value representing whether a breadcrumbs component delineating the user's upward path in the organization hierarchy is shown

Check for #{true}, clear for #{false}.

This parameter is associated with the Profile - Snapshot task flow.

Profile Edit Link Shown

A Boolean value representing whether a link to edit the user Profile is shown

Check for #{true}, clear for #{false}.

This link does not perform any operation, but instead leads to a region navigation event (to the same view), which the consumer can listen to and perform navigation appropriately.

Out of the box, the My Profile business role page, which contains the Profile - Snapshot task flow, is wired to the Profile task flow on the About subpage. Upon receiving a region navigation event from the Profile - Snapshot task flow, clicking the Edit link switches the Edit Mode parameter of the Profile task flow on the About subpage, effectively toggling the mode. Because of this out-of-the-box wiring, the Edit link works on the My Profile business role page. If you plan to expose the Profile Edit link, you must retain the code to listen to the region navigation event and provide the same type of wiring to the target task flow.

This parameter is associated with the Profile - Snapshot task flow.

Profile ID

The ID of the user to display in the task flow

The value for this parameter, #{securityContext.userName}, is set automatically. The value is an Expression Language expression that returns the name of the current user.

For information about Expression Language expressions, see Appendix B, "Expression Language Expressions."

This parameter is associated with the Profile task flow.

Resource Id

The ID of the user to display in the task flow

The value for this parameter, #{securityContext.userName}, is set automatically. The value is an Expression Language expression that returns the name of the current user.

For information about Expression Language expressions, see Appendix B, "Expression Language Expressions."

This parameter is associated with the Profile Gallery task flow.

Section-Wise Edit Enabled

A means of enabling or disabling section-by-section edit capability on the task flow

  • Enter #{true} to enable section-by-section editing. An Edit button is shown on each editable Profile section.

  • Enter #{false} to disable section-by-section editing. One Edit button is shown for the whole task flow.

This parameter is associated with the Profile task flow.

User Id

The ID of the user to display in the task flow

The value for this parameter, #{securityContext.userName}, is set automatically. The value is an Expression Language expression that returns the name of the current user.

For information about Expression Language expressions, see Appendix B, "Expression Language Expressions."

This parameter is associated with the Organization View task flow.

User Name

The ID of the user to display in the task flow

The value for this parameter, #{securityContext.userName}, is set automatically. The value is an Expression Language expression that returns the name of the current user.

For information about Expression Language expressions, see Appendix B, "Expression Language Expressions."

This parameter is associated with the Profile - Snapshot task flow.


30.5.3 Using Properties to Configure a Profile Task Flow Instance

This section provides examples of how you use property values to affect the behavior of a given task flow instance. It includes the following subsections:

30.5.3.1 Change Profile Photo in Profile - Snapshot Task Flow

Use the property Allow photo upload to enable users to upload their own Profile photos in an instance of the Profile - Snapshot task flow. Photos uploaded to Profile - Snapshot are persisted to all other Profile task flows that expose a photo.

To enable users to change their Profile photo in the Profile - Snapshot task flow:

  1. Edit the properties of a Profile - Snapshot task flow instance.

    See Also:

    For information about editing task flow properties, see Section 17.5.2, "Setting Properties on Page Components."
  2. In the Component Properties dialog, bring the Parameters tab forward.

  3. Provide a value for the property Allow photo upload:

    • Select the checkbox (#{true}) to enable users to change their Profile photo on the task flow instance. When you apply this change, Upload and Refresh controls appear close to the photo display area (Figure 30-17).

      Figure 30-17 Upload and Refresh Icons on Profile - Snapshot Task Flow

      Upload and Refresh icons on task flow
    • Clear the checkbox (#{false}) to disable this feature.

  4. Click OK.

30.5.3.2 Post a Status Update

Use the property Allow Status Update to show or hide a means of entering a personal status message in the Profile - Snapshot task flow. If status updates are enabled, users can enter their status messages through an embedded Publisher task flow (Figure 30-18).

Figure 30-18 Publisher Task Flow in Profile - Snapshot

Publisher task flow in Profile - Snapshot

See Also:

For information about the Publisher task flow, see Section 34.3.3.1, "What You Should Know About the Publisher Task Flow."

When this property is enabled, whenever the current user posts a status message using the Publisher task flow, it is also posted as a Profile status message to Profile - Snapshot, Profile Gallery, and Profile task flows.

To enable users to post a status update to their Profile:

  1. Edit the properties of a Profile - Snapshot task flow instance.

    See Also:

    For information about editing task flow properties, see Section 17.5.2, "Setting Properties on Page Components."
  2. In the Component Properties dialog, bring the Parameters tab forward.

  3. Provide a value for the property Allow Status Update:

    • Select the checkbox (#{true}) to expose controls for updating Profile status in the Profile - Snapshot task flow.

    • Clear the checkbox (#{false}) to hide this feature.

  4. Click OK.

30.5.3.3 Expose Additional Controls in Organization View

The Organization View task flow provides additional controls for manipulating your view of task flow content (Figure 30-19).

Figure 30-19 Control Panel Shown in Organization View

Control panel shown in Organization View

Use additional controls to zoom in and out and select a display format.

Use the property Control Panel Shown to expose these controls in an instance of the Organization View task flow.

To expose additional controls in an Organization View task flow:

  1. Edit the properties of an Organization View task flow instance.

    See Also:

    For information about editing task flow properties, see Section 17.5.2, "Setting Properties on Page Components."
  2. In the Component Properties dialog, bring the Parameters tab forward.

  3. Provide a value for the property Control Panel Shown:

    • Select the checkbox (#{true}) to expose the Organization View control panel.

    • Clear the checkbox (#{false}) to disable this feature.

  4. Click OK.

30.5.3.4 Enable Continuous Edits of Profile Details

Use the property Edit Mode to enable users to edit Profile details without having to specifically enter an edit mode. Users navigate to the task flow instance and make changes to editable fields without having to first click an Edit button or link.

Note:

This parameter is recognized only if the parameter sectionWiseEditEnabled is set to #{false}. For more information, see Section 30.5.3.7, "Enabling Section-By-Section Profile Editing."

To enable continuous edits of Profile details:

  1. Edit the properties of a Profile task flow instance.

    See Also:

    For information about editing task flow properties, see Section 17.5.2, "Setting Properties on Page Components."
  2. In the Component Properties dialog, bring the Parameters tab forward.

  3. Provide a value for the property Edit Mode:

    • Enter #{true} to always show Profile details in edit mode.

    • Enter #{false} to disable this feature. When the value is set to #{false}, users click an Edit button to take Profile details into edit mode.

  4. Click OK.

30.5.3.5 Setting Size of Profile Images in Profile - Snapshot Task Flow

Use the property Image Size to specify the display size of images that are uploaded through a Profile - Snapshot task flow. The value you enter affects the size of the photo in only the given task flow instance. No other types of Profile task flows and no other task flow instances are affected.

To set the size of a Profile image in the Profile - Snapshot task flow:

  1. Edit the properties of a Profile - Snapshot task flow instance.

    See Also:

    For information about editing task flow properties, see Section 17.5.2, "Setting Properties on Page Components."
  2. In the Component Properties dialog, bring the Parameters tab forward.

  3. Enter a value for the property Image Size:

    • ORIGINAL (Figure 30-20)

      Figure 30-20 Image Size Set to ORIGINAL

      Image Size set to ORIGINAL
    • SMALL (Figure 30-21)

      Figure 30-21 Image Size Set to SMALL

      Image Size set to SMALL
    • MEDIUM (Figure 30-22)

      Figure 30-22 Image Size Set to MEDIUM

      Image Size set to MEDIUM
    • LARGE (Figure 30-23)

      Figure 30-23 Image Size Set to LARGE

      Image Size set to LARGE
  4. Click OK.

30.5.3.6 Exposing Navigational Breadcrumbs in Profile - Snapshot

Use the property Org Bread Crumbs Shown to enable the display of breadcrumbs that visualize the current users position in the organization hierarchy (Figure 30-24).

Figure 30-24 Breadcrumbs in Profile - Snapshot Task Flow

Breadcrumbs in Profile - Snapshot task flow

Users can click a name in the hierarchy to navigate to a view of that user's Profile.

To expose navigational breadcrumbs in a Profile - Snapshot task flow:

  1. Edit the properties of a Profile - Snapshot task flow instance.

    See Also:

    For information about editing task flow properties, see Section 17.5.2, "Setting Properties on Page Components."
  2. In the Component Properties dialog, bring the Parameters tab forward.

  3. Set a value for Org Bread Crumbs Shown:

    • Select the checkbox (#{true}) to expose hierarchical breadcrumbs.

    • Clear the checkbox (#{false}) to disable this feature.

  4. Click OK.

30.5.3.7 Enabling Section-By-Section Profile Editing

Use the Section-Wise Edit Enabled property to specify whether section-by-section editing is enabled, exposing Edit buttons on each editable section of a Profile task flow instance, or disabled, exposing only a single Edit button for the entire Profile (Figure 30-25).

Figure 30-25 Section-Wise Edit Enabled Parameter Enabled

Enabled Section-Wise Edit Enabled parameter

Note:

Whether Profile details are editable in all Profile task flow instances is determined by your application administrator. For more information, see Section 6.4, "Configuring People Connections Defaults for WebCenter Spaces."

To enable section-by-section editing in a Profile task flow instance:

  1. Edit the properties of a Profile task flow instance.

    See Also:

    For information about editing task flow properties, see Section 17.5.2, "Setting Properties on Page Components."
  2. In the Component Properties dialog, bring the Parameters tab forward.

  3. Set a value for Section-Wise Edit Enabled:

    • Enter (#{true}) to enable section-by-section editing of the Profile task flow instance. Edit buttons are shown on each details section.

    • Clear the checkbox (#{false}) to disable section-by-section editing of the Profile task flow instance. One Edit button is shown for all Profile details.

  4. Click OK.