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Oracle® Fusion Middleware User's Guide for Oracle WebCenter Spaces
11g Release 1 (11.1.1.5.0)

Part Number E10149-09
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38 Creating and Managing Personal Pages

Provided your administrator has enabled you to do so, in the Home Space you can create, secure, edit, copy, and delete your own personal pages. This chapter steps you through the process of creating, securing, editing, copying, and deleting personal pages in the Home Space. It includes the following sections:

Note:

Application administrators may choose to prohibit the creation of personal pages in the Home Space, allowing only the display of business role pages and system pages, over which you have less control.

For information about business role pages and system pages, see Chapter 7, "Preparing Your Initial Portal Pages ."

Audience

This chapter is intended for users granted the application-level permission Pages: Create, Edit, and Delete Pages. Typically such users want to create and manage pages for their personal use. This includes creating personal pages in the Home Space and copying, hiding or showing, securing, editing, and performing other like actions such pages.

The actions described in this chapter are for the personal pages that you create in your own view of the Home Space. Other types of pages, such as business role pages, may also be exposed in the Home Space and do not provide the same level of access.

38.1 Creating Personal Pages in the Home Space

Provided the proper permissions are in place, in the Home Space you can create your own personal pages and populate them with layout components, such as Rich Text Editors and Boxes, and content, such as task flows, portlets, and documents.

WebCenter Spaces provides a feature for setting up page creation defaults. This enables you to predetermine the options that are selected in the Create Page dialog by default and even to skip the dialog entirely by enforcing your selections.

This section describes how to set up page creation defaults and how to create pages. It includes the following subsections:

38.1.1 Setting Page Creation Defaults for Personal Pages

In the Home Space, provided your WebCenter Spaces administrator has made the option available, you can set page creation defaults to reduce the number of steps required to create a personal page. That is, you can use page creation defaults to specify the options that are selected by default when you open the Create Page dialog. You can take this further by enforcing your selections, turning page creation into a one-click operation. When you enforce your selections, you are telling the application that you want to bypass the Create Page dialog and create pages based on your default selections.

Tip:

When you skip the Create Page dialog, your result is a page with a generic name. Easy access controls are in place for enabling a quick rename of a page. For more information, see Section 29.6, "Renaming a Page."

Use page creation default settings to specify a default page style and enable or disable one-click page creation. The style describes the page layout (for examples of seeded page styles, see Table 15-2, "Default Page Styles").

Note:

The settings you establish for yourself override any page-creation settings an administrator may provide.

This section provides examples of how to access page creation default settings and how to set personal page creation defaults. It includes the following subsections:

See Also:

The application administrator can set application-wide page creation defaults for personal pages. Individual users can override these defaults by following the steps in this section.

The page creation defaults an administrator sets for business role pages also affect personal pages. For more information about application-level page creation defaults, see Section 7.1.2, "Setting Page Creation Defaults for Business Role Pages."

38.1.1.1 Accessing Page Creation Default Settings

In a Home Space, page creation default settings are available to authorized users from the Personalize Pages page (Figure 38-1).

Figure 38-1 Set Page Defaults on Personalize Pages

Set Page Defaults on Personalize Pages

The person who designs the template that is used for pages in the Home Space determines if access to this page or dialog is easily available. The designer may select a default, out-of-the-box template that provides easy access to the Personalize Pages page via an Actions menu, for example Figure 38-2.

Figure 38-2 Personalize Pages Option on Actions Menu

Personalize Pages option on Actions menu

Additionally, the designer may create a custom page template and include the Manage Pages component. Authorized users can access the Manage Pages dialog by clicking this component (Figure 38-3).

Figure 38-3 Manage Pages Link and Dialog

Manage Page link and dialog

38.1.1.2 Setting Personal Page Creation Defaults

To set personal page creation defaults:

  1. Go to the Home Space.

    You can use the following URL to go to the Home Space:

    http://host:port/webcenter/spaces/home
    
  2. Open the Personalize Pages page (Figure 38-4).

    Figure 38-4 Set Page Defaults on Personalize Pages

    Set Page Defaults on Personalize Pages

    See Also:

    For methods of accessing Personalize Pages or Manage Pages, see Section 38.1.1.1, "Accessing Page Creation Default Settings."
  3. Click Set Page Defaults to open the Set Page Defaults dialog (Figure 38-5).

    Figure 38-5 Set Page Defaults Dialog

    Set page Defaults dialog
  4. To set page creation defaults:

    1. Select a layout from the Style dropdown list.

      See Also:

      For examples of seeded page styles, see Table 15-2, "Default Page Styles". Note, however, that your application administrator may provide additional custom page styles or restrict page styles to a shorter list.
    2. Select an option next to Enable One-Click Page Creation:

      Yes—When you create personal pages in the Home Space, skip the Create Page dialog, and create the page using the default page style you set here.

      No—When you create personal pages in the Home Space, have the default page style you set here preselected in the Create Page dialog.

  5. Click Save to save your changes and exit the dialog.

Going forward, when you create personal pages in the Home Space, the default page style you set here determines the style that is preselected for the new page and whether the Create Page dialog opens.

38.1.2 Creating a Personal Page in the Home Space

Depending on how your portal navigation is implemented, in the Home Space you can find the Create Page command on the Personalize Pages page and through the Manage Pages dialog (Figure 38-6).

Figure 38-6 Create Page Option on Personalize Pages Page

Create Page option on Personalize Pages

Tip:

There is a Create Page user interface component that your portal designers can add to page templates. So another way to initiate the creation of a page is to click this control if it is provided. For more information, see Section 13.2.9, "Create Page."

This section describes both methods for creating personal pages in your own view of the Home Space.

To create a personal page in the Home Space:

  1. Go to the Home Space.

    You can use the following URL to go to the Home Space:

    http://host:port/webcenter/spaces/home
    
  2. Open the Personalize Pages page and click Create Page to open the Create Page dialog (Figure 38-7).

    Figure 38-7 Create Page Dialog

    Create Page dialog

    If you (or the application administrator) set page creation defaults to one-click page creation, then, after this step, the new page is created and opened. If you did not select one-click page creation, continue with the next step.

    See Also:

    For more information, see Section 38.1.1, "Setting Page Creation Defaults for Personal Pages."

    The application administrator can set an attribute on a custom page style that determines whether a newly created page that is based on that style opens in page edit mode or page view mode. For more information, see Section 15.4.2, "Setting Properties on a Custom Page Style."

  3. In the Page Name field, enter a display name for the new page.

  4. Select a page style to define the page structure.

    See Also:

    For examples of seeded page styles, see Table 15-2, "Default Page Styles". Note, however, that your application administrator may provide additional custom page styles or restrict page styles to a shorter list.
  5. Click the Create button.

    The new page opens in Oracle Composer, the WebCenter page editor, ready for adding content (Figure 38-8).

    Figure 38-8 A New Page

    A new page

    For information about editing personal pages in the Home Space, see Section 38.3, "Editing a Personal Page." For information about working with the page layout, look, and feel, see Section 29.4, "Adjusting Your Page View."

38.2 Controlling User Access to Your Personal Pages

By default, the personal pages you create in the Home Space are accessible to you and no one else (except your application administrator). You can use page access settings to enable other users to view and work with your personal pages and to remove that access. Page access settings are available through the Set Page Access dialog, which you can open from the Manage Pages dialog and the Personalize Pages page (Figure 38-9).

Figure 38-9 Set Page Access Option on Actions Menu on Personalize Pages Page

Set Page Access option

When you grant access to one of your personal pages to another user, the other user must deliberately show the page in his or her view. The user must take this step for each session because shared pages are not automatically shown on login.

See Also:

For information about how to show a hidden page, see Section 29.3.4, "Showing Hidden Pages."

This section provides information about setting and revoking user access to your personal pages. It includes the following subsections:

38.2.1 Granting User Access to Your Personal Pages

When you share one of your personal pages with other users, the shared page appears in those users' views of the Manage Pages dialog or the Personalize Pages page in the Home Space. They can use the Show Page control in Manage Pages or Personalize Pages to show the shared page in their own views of the Home Space (for more information, see Section 29.3.4, "Showing Hidden Pages").

To enable other users to access one of your personal pages:

  1. Go to the personal page you want to share.

    You can navigate to a personal page in the Home Space using the following URL:

    http://host:port/webcenter/spaces/page/escapedPageDisplayName
    

    Tip:

    The variable escapedPageDisplayName indicates the use of an escaped version of the page display name. For example, when you create a page with the name My Page, the URL to this page ends with My+Page.
  2. Open the Manage Pages dialog or the Personalize Pages page, and, from the page's Actions menu, select Set Page Access (Figure 38-10).

    Figure 38-10 Set Page Access Option on Actions Menu on Personalize Pages Page

    Set Page Access option

    See Also:

    For methods of accessing Manage Pages or Personalize Pages, see Section 38.1.1.1, "Accessing Page Creation Default Settings."
  3. To grant page access permissions to all authenticated users, that is, to users who are logged in to WebCenter Spaces, click Add Authenticated Access.

    The role authenticated-role is added under Role or User.

  4. To grant page access permissions to all public users, that is, users who have not logged in to WebCenter Spaces, click Add Public Access.

    The role anonymous-role is added under Role or User.

  5. To grant page access permissions to selected users, groups, and application roles, click the Add Access button to open the Add Access dialog (Figure 38-11).

    Figure 38-11 The Add Access Dialog

    Add Access dialog box
    Description of "Figure 38-11 The Add Access Dialog"

  6. In the Search field, enter a search term or the name of the user, group, or role for whom you want to enable access, and click the Search icon.

    Tip:

    Search terms must contain at least two characters.
  7. Select a user, group, or role by clicking in its row.

    Note:

    When you select a user name, the permissions you set are granted to that specific user. When you select a group or application role, the permissions you set are granted to all users who are members of that group or who are assigned that role.

    To make multiple selections:

    • Ctrl-Click to select multiple rows.

    • Shift-Click to select a range of rows.

  8. Click the Select button.

    The Add Access dialog closes, and the Set Page Access dialog populates with the selected users (Figure 38-12).

    Figure 38-12 Set Page Access Dialog

    Set Page Access dialog
  9. Repeat the previous steps to add all the users and roles of interest to the Set Page Access dialog.

  10. For each user, group, or role, grant access by selecting one or more access privileges from the Page Access columns (Table 38-1).

    Table 38-1 Page Access Privileges in the Set Page Access Dialog

    Icon Name Description

    View Page icon

    View Page

    Users can access the page for viewing, but cannot perform any other actions on the page.

    Personalize Page icon

    Edit Page

    Users can edit the page using Oracle Composer. This includes adding, rearranging, and deleting content; renaming the page; and changing page properties, such as the page scheme.

    Delete Page icon

    Delete Page

    Users can delete the page.

    Manage Page icon

    Perform All Page Actions

    Users can perform all actions on the page.

    Edit Page icon

    Personalize Page

    Users can rearrange page content and personalize his or her view of task flows, provided the task flow includes personalization settings.


    Tip:

    By default, all authenticated users and user roles that you add to the Set Page Access dialog are granted View Page access. All users for whom you are granting privileges must have View Page access.
  11. Click OK to save your changes and close the Set Page Access dialog.

38.2.2 Revoking User Access to a Personal Page

To revoke user access to a personal page:

  1. Go to the personal page from which to revoke user access.

    You can navigate to a personal page in the Home Space using the following URL:

    http://host:port/webcenter/spaces/page/escapedPageDisplayName
    

    Tip:

    The variable escapedPageDisplayName indicates the use of an escaped version of the page display name. For example, when you create a page with the name My Page, the URL to this page ends with My+Page.
  2. Open the Manage Pages dialog or the Personalize Pages page, and, from the page's Actions menu, select Set Page Access (Figure 38-13).

    Figure 38-13 Set Page Access Option on Actions Menu on Personalize Pages Page

    Set Page Access option

    See Also:

    For methods of accessing Manage Pages or Personalize Pages, see Section 38.1.1.1, "Accessing Page Creation Default Settings."
  3. Select the user or role from which to revoke page access, and click Delete Access (Figure 38-14).

    Figure 38-14 Delete Access Button

    Delete Access button
  4. Click Delete in the resulting confirmation dialog.

38.3 Editing a Personal Page

When you edit a personal page, provided you are granted sufficient permissions, you can add or remove content, set properties on content and on the page itself, and perform additional customizations that affect the view of everyone who has access to the page.

Depending on how your portal is designed, you can enter page edit mode from a page Actions menu, an Actions menu next to a page in the Manage Pages dialog or Personalize Pages page, or by pressing Ctrl-Shift-E.

Additionally, your page designer may provide an Edit Page link on the template you use to create the page.

To edit a personal page:

  1. Go to the Home Space page you want to edit.

    You can navigate to a personal page in the Home Space using the following URL:

    http://host:port/webcenter/spaces/page/escapedPageDisplayName
    

    Tip:

    The variable escapedPageDisplayName indicates the use of an escaped version of the page display name. For example, when you create a page with the name My Page, the URL to this page ends with My+Page.
  2. Using one of the methods described at the beginning of this section, open the page in edit mode.

  3. Edit the page.

    See Also:

    For information about adding content to the page, see Section 17.5, "Adding Resource Catalog Components to Pages.".
  4. Click Save to save your changes.

  5. Click Close to exit page edit mode.

38.4 Copying a Personal Page

When you copy a page, all content from the original page is also copied. The copy opens in page edit mode (Oracle Composer) so that you can start immediately making the adjustments you planned for the copy.

Note that a copy does not also include the original page's access settings. You must set access on the copy as if it were a new page (for more information, see Section 38.2, "Controlling User Access to Your Personal Pages").

Depending on your portal design, you can initiate a page copy from the Actions menu next to a page in the Manage Pages dialog on the Personalize Pages Page (Figure 38-15)

Figure 38-15 Copy Page Option on Actions Menu

Copy Page option on Actions menu

To copy a personal page:

  1. Go to the personal page you want to copy.

    You can navigate to a personal page in the Home Space using the following URL:

    http://host:port/webcenter/spaces/page/escapedPageDisplayName
    

    Tip:

    The variable escapedPageDisplayName indicates the use of an escaped version of the page display name. For example, when you create a page with the name My Page, the URL to this page ends with My+Page.
  2. Open the Manage Pages dialog or the Personalize Pages page, and then select Copy Page from the page's Actions menu (see Figure 38-15).

    See Also:

    For methods of accessing the Manage Pages dialog or Personalize Pages page, see Section 38.1.1.1, "Accessing Page Creation Default Settings."
  3. In the Copy Page dialog, enter a name for the copy in the Page Name field (Figure 38-16).

    Figure 38-16 Copy Page Dialog

    Copy Page dialog
  4. Click OK.

    The copied page opens in page edit mode (Oracle Composer).

  5. Make the adjustments you planned for the copy (you can always edit the copy at another time).

  6. Click Save to save your changes.

  7. Click Close to exit Oracle Composer.

38.5 Deleting a Personal Page

Depending on your portal design, you can delete a personal page from the Actions menu next to a page in the Manage Pages dialog or the Personalize Pages page (Figure 38-17).

Figure 38-17 Delete Page Option on Actions Menu

Delete Page option on Actions menu

To delete a personal page:

  1. Go to the Home Space.

    You can navigate to a personal page in the Home Space using the following URL:

    http://host:port/webcenter/spaces/page/escapedPageDisplayName
    

    Tip:

    The variable escapedPageDisplayName indicates the use of an escaped version of the page display name. For example, when you create a page with the name My Page, the URL to this page ends with My+Page.
  2. Open the Manage Pages dialog or the Personalize Pages page.

    See Also:

    For methods of accessing Manage Pages or Personalize Pages, see Section 38.1.1.1, "Accessing Page Creation Default Settings."
  3. Select Delete Page from the page's Actions menu (see Figure 38-17).

  4. Click Delete in the confirmation dialog.