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Oracle® Fusion Middleware User's Guide for Oracle Portal
11g Release 1 (11.1.1)

Part Number E10235-03
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2.3 Personalizing Pages

When you personalize a page, you make changes to a page that are visible only to you. This section describes the personalize options that are available and Table 2-3 outlines the privileges required to perform these page personalizations:

Note that you cannot personalize the items on a page.

Table 2-3 Personalize Page Privileges

Privilege Description

Personalize Portlets (Full)

If you have the Full Personalize Portlets privilege you can change the style of the page, add portlets to the page, and delete, move, hide, or show any portlet on the page.

Notes:

  • These changes are visible only to you. For example, if you delete a portlet from a page, other users will still be able to see that portlet on the page. Likewise, if you add a portlet to a page, other users will not see it.

  • To change the style of a page, the page group option Allow Privileged Users To Personalize Page Style must be set. See Section 4.3.2, "Controlling Who Can Apply a Different Style to a Page."

Personalize Portlets (Add-Only)

If you have the Add-Only Personalize Portlets privilege you can change the style of the page, add portlets to the page, and remove, hide, or show the portlets that are added.

Notes:

Personalize Portlets (Hide-Show)

If you have the Hide-Show Personalize Portlets privilege you can change the style of the page, and hide, show, or rearrange any portlet on the page.

Notes:

Personalize (Style)

A user with the Personalize Style privilege can apply a different style to the page.

Notes:

  • These changes are visible only to the user who made them. For example, if a user with the Personalize Style privilege applies a different style to a page, other users will still see the page with the fonts and colors of the original style.

  • For a user with this privilege to change the style of a page, the Allow Privileged Users To Personalize Page Style option must be selected at the page group level. When this option is selected, users with this privilege on a page can apply a different style when personalizing the page.

  • If a page is based on a template, users with this privilege may not be able to control the style of the page. The template level option, Enable Pages To Use Different Style, controls whether page designers can specify different style settings for the page. This option must be selected, otherwise, the page's style settings cannot be changed by users with this privilege. See Section 4.3.2, "Controlling Who Can Apply a Different Style to a Page."

  • This privilege is not available for mobile pages.

View

A user with the View privilege can view the content of the page, but cannot add, remove, show, or hide any of that content.


2.3.1 Adding a Portlet to a Page

You can add portlets to your version of the page. Each region on a page may contain one or more portlets.

To add a portlet to a page:

  1. Navigate to the page on which you want to add a portlet.

  2. Click Personalize.

  3. Click the Add Portlet icon in the region in which you want to add a portlet.

    Note:

    If the region already includes items, the Add Portlets icon is not available as you cannot add portlets to an item region.

  4. In the Portlet Repository, locate the portlet that you want to add. If you know the name of the portlet, enter it in the Search field and click Go.

    Oracle Portal provides a number of built-in portlets for you to use. See Section A.5, "Built-in Portlets." If you have the appropriate privileges to access a portlet, it is displayed.

  5. (Optional) To check what a portlet looks like before adding it to your page, click the Preview icon next to the name of the portlet. The Preview feature is not available for all portlets.

  6. To add a portlet to your page, click the portlet name. Multiple selections are not possible.

    The order of the portlets in Selected Portlets reflects the order in which they appear on the page. To change the order of the portlets, highlight the portlet name and use the arrows to specify the new order.

  7. Click OK.

2.3.2 Rearranging Portlets in a Page Region

You can change the order in which portlets are displayed in a page region.

To rearrange portlets:

  1. Navigate to the page that includes the portlet.

  2. Click Personalize to switch to personalize mode.

  3. In the region that contains the portlets that you want to rearrange, click the Arrange Portlets icon.

  4. In the Arrange Portlets list, select a portlet and use the arrows to reorder it in relation to the other portlets in the list. Repeat this step for other portlets that you want to rearrange.

  5. Click OK.

  6. Click Close to display your personalized page.

2.3.3 Moving Portlets to Different Regions/Tabs

You can move portlets to another region or tab on the same page.

To move a portlet:

  1. Navigate to the page that includes the portlet.

  2. Click Personalize to switch to personalize mode.

  3. Select the checkbox for the portlet you wish to move.

    Note:

    You can move several portlets to another region in a single operation by selecting the check boxes next to the portlets that you want to move.

  4. Click Move.

  5. Select a region for the portlet to move to. You can choose a region on a different tab.

  6. Click Move Portlet.

2.3.4 Hiding a Portlet on a Page

If your page contains a portlet that you are not currently interested in viewing, you can hide it. If you need the portlet at a later date, you can restore it. This feature is useful if you do not have the appropriate privileges to delete portlets.

To hide a portlet:

  1. Navigate to the page that includes the portlet.

  2. Click Personalize to switch to personalize mode.

  3. Select the checkbox for all the portlets you wish to hide.

  4. Click Hide.

    Note that the selected portlets are now greyed. To show a hidden portlet in the future, select the portlet and click Show.

  5. Click Close to display your personalized page.

2.3.5 Removing a Portlet from a Page

You can delete a portlet from your view of a page. The actual portlet is not deleted from the Portlet Repository, so you can add the portlet back later if you wish.

If you think that you may need the portlet in the future, consider hiding the portlet instead.

To delete a portlet:

  1. Navigate to the page that includes the portlet.

  2. Click Personalize to switch to personalize mode.

  3. Select the checkbox for the portlet you wish to delete.

  4. Click Delete.

  5. Click Yes to confirm and then Close to display your personalized page.

2.3.6 Rearranging the Order of Tabs in a Region

To change the order of tabs in a region:

  1. Navigate to the page that includes the tabs.

  2. Click Personalize to switch to personalize mode.

  3. Click the Arrange Tabs icon in the relevant region.

  4. In the Arrange Tabs list, select a tab and use the arrows to change the tab order.

  5. Repeat step 4 to rearrange another tab.

  6. Click OK.

  7. Click Close to display your personalized page.

2.3.7 Hiding a Tab on a Page

To hide a tab on a page:

  1. Navigate to the page that includes the tabs.

  2. Click Personalize to switch to personalize mode.

  3. Select the checkbox for all the tabs you wish to hide.

  4. Click Hide.

    Note that the selected tabs are now greyed. To show a hidden tab in the future, select the tab and click Show.

  5. Click Close to display your personalized page.

2.3.8 Applying a New Style to a Page

The style you apply to a page governs the colors and fonts used by the page and all the tabs, portlets, and items displayed within it. If you want to use different colors and fonts, you can apply a different style to the page.

You cannot apply a different style to the page:

  • If the page is based on a template and that template does not allow pages to use a different style.

  • If your page group administrator has disabled the setting Allow Privileged Users to Personalize Page Style.

To apply a new style to a page:

  1. Navigate to the page that requires style changes.

  2. Click Personalize to switch to personalize mode.

  3. Click the Style tab.

  4. The Current Style field shows which style is currently applied to the page. The Preview section includes a preview of the current style's settings. To apply a different style to the page, choose the style you want to use in the Choose Style list. When you choose a new style, the preview is refreshed to show this style's settings.

    The Choose Style list includes all the public styles in this page group and the Shared Objects page group, as well as any styles that you have created in this page group for your own use. The <Use User's Default Style> option sets the page style to whatever style you specified as your default. See Section 2.1.6, "Choosing a Default Page Style."

  5. In the Preview section, click each of the radio buttons to check that colors and fonts used in the style meet your requirements.

  6. Click OK.

2.3.9 Personalizing a Page Parameter

Page parameters are used to pass values to a page. If personalizable parameters are defined for a page, you can change the information displayed on the page to suit your needs. For example, if a page has a Ticker parameter and it displays several stock-related portlets that have parameters for Ticker, you can personalize the page to display different stock information by changing the stock Ticker parameter.

To personalize a page parameter:

  1. Display the appropriate page.

  2. Click Personalize to switch to personalize mode.

  3. Click the Parameters tab (available only if the page has personalizable page parameters).

    For more information, see Section 22.3, "Adding a Parameter to a Page or Portal Template."

  4. In the Value field, enter the value you want to use for a parameter.

    Changing the value of a parameter may change the information displayed in portlets on the page.

  5. Click OK to return to the page.

2.3.10 Removing Your Page Personalizations

To remove page personalizations:

  1. Display the appropriate page.

  2. Click Personalize to switch to personalize mode.

  3. Do one of the following:

    • Click Remove My Page Personalizations to restore the page to its original settings. For example, this removes any portlets or tabs added to the page. It also restores any portlet or tab that was deleted. All personalizations are removed, no matter how long ago they were made.

    • Click Remove My Tab Personalizations to remove any changes made to the currently active tab. For example, this removes any portlets or sub-tabs that were added to the tab through user personalization. (Base portlets, those that were included on the tab prior to personalization, are restored, if they were moved from the tab.) All personalizations are removed, no matter how long ago they were made.

    These options do not remove personalizations made to portlet instances.

Note:

If you cannot perform actions on certain areas (or regions) of the page, the Enable Users To Include Content In This Region option for the region may not be selected. Contact your page designer for more information. See also Section 10.2, "Configuring Region Display Options."