1 Completing Portal Initial Set-Up Tasks

When you first deploy your portal, you must perform several set-up tasks before your portal is ready for your users, such as configuring initial security, populating the portal with documents, and setting automated system maintenance.

1. Change the default Administrator password. To change the password, edit the Administrator user. For information on editing a user, see Specifying Authentication Settings for a User.

   WARNING:

   If you change the Administrator password, you must also update the password in the Oracle WebCenter Configuration Manager, on the Tagging Service: WCI Directory page. This value propagates to the Notification Service and the Activity Service. After changing the value in the Configuration Manager, you must restart the Tagging Service, the Notification Service, and the Activity Service.

2. Create administrative roles based on the business user needs in your company. For information on what roles are and how to create them, see Roles.

3. Configure display, navigation, and branding for the default experience definition and any additional experience definitions. For details, see Chapter 4, "About User Interface Customization."

4. Populate the portal with users, and configure groups, users, user profiles, and Access Control Lists (ACLs) to enable managed access. For details, see Chapter 6, "Managing Portal Users and Groups."

5. Populate the portal with documents, and configure ACLs to manage access. For details, see Chapter 7, "Managing Portal Content."

6. Set up automated system maintenance, such as user synchronization, search updates, document refresh, and housekeeping jobs. For details, see Chapter 11, "Automating Administrative Tasks."

After you have completed your initial portal deployment, you can extend your base portal deployment to include users from new authentication sources, new content types, documents from new content sources, or search among federated portals. You might optionally configure localization, single sign-on (SSO), and advanced configuration file settings.