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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New in This Guide
New Features for Oracle WebCenter Sites Version 11
g
Release 1 (11.1.1.8.0)
Changed Features for Oracle WebCenter Sites Version 11
g
Release 1 (11.1.1.8.0)
Document Consolidation
Deprecation Notice
Part I Using the Oracle WebCenter Sites Contributor Interface
1
Overview of WebCenter Sites
1.1
Introduction to Oracle WebCenter Sites
1.1.1
From the Content Entry Form to the Website
1.1.2
Content Entry Modes
1.1.2.1
Working With a Drop Zone in Form Mode
1.1.2.2
Working With a Slot (Coded with a Drop Zone) in Web Mode
1.1.3
Previewing Content
1.2
Exploring Content Management Concepts
1.2.1
Content: Asset Types and Assets
1.2.2
Structured Content Assets and Document Assets
1.2.3
Multilingual Assets
1.2.4
Design Assets
1.2.5
WebCenter Sites Data Models
1.2.5.1
Basic vs. Flex
1.2.6
Content Management Sites
1.3
What Can You Do in the Contributor Interface?
1.4
Features in the Contributor Interface
2
Getting Started
2.1
Sample Sites Used in This Guide
2.2
Logging In
2.3
Quick Tour
2.3.1
Create an Asset
2.3.2
Find and Open an Asset
2.3.3
Switch Between Form Mode and Web Mode
2.3.4
Edit an Asset in Form Mode
2.3.5
Edit an Asset in Web Mode
2.3.6
Preview an Asset
2.3.7
Additional Ways of Accessing Assets
2.3.8
Switch to a Different Site
2.3.9
Log out of WebCenter Sites
2.3.10
Congratulations!
3
Creating, Sharing, and Editing Assets in Form Mode
3.1
Creating Assets in Form Mode
3.1.1
How Many Ways Can You Create an Asset?
3.1.2
Creating a New Asset in Form Mode
3.1.3
Creating Assets by Copying Existing Assets
3.1.3.1
Create an Asset by Copying an Existing Asset
3.1.3.2
Copying Multiple Assets at the Same Time
3.2
Sharing Assets with Other Sites
3.2.1
Which Assets Can You Share?
3.2.2
How Do You Share Assets with Other Sites?
3.2.3
How Do You Share Multiple Assets with Other Sites?
3.3
Editing Assets in Form Mode
3.4
Working with Vanity URLs
3.4.1
Creating Vanity URLs for Assets
3.4.2
Viewing and Managing Vanity URLs
3.5
Working with Attribute Editors
3.5.1
Working with the CKEditor
3.5.2
Working with the Image Picker
3.5.3
Working with the Clarkii Online Image Editor
3.5.4
Working with the Date Picker
4
Creating, Sharing, and Editing Assets in Web Mode
4.1
Overview
4.1.1
What is a Slot?
4.1.2
What is the Difference Between Web Page Layout and Content Layout?
4.2
Creating Assets in Web Mode
4.2.1
How Many Ways Can You Create Assets?
4.2.2
If You Use Web Mode, Will You Need to Switch to Form Mode?
4.2.3
Creating a New Asset in Web Mode
4.2.4
Creating a New Asset by Copying an Existing Asset
4.3
Sharing Assets With Other Sites
4.4
Editing Assets in Web Mode
4.4.1
Editing the Content of an Asset in Web Mode
4.4.2
Changing Web Page Layout
4.4.3
Changing Content Layout
4.4.4
Editing Associations
4.4.4.1
Adding or Replacing an Association
4.4.4.2
Editing the Content of an Associated Asset
4.4.4.3
Removing Associations
4.4.4.4
Changing the Position of Content Displayed in a Multi-Valued Slot
5
Deleting Assets
5.1
Overview
5.2
Asset Deletion Rules
5.3
How Do I Delete Assets?
6
Finding and Organizing Assets
6.1
Overview of Finding Assets
6.1.1
Search Behavior in the WebCenter Sites Contributor Interface
6.1.2
Search Guidelines
6.1.3
Types of Searches You Can Perform in the Contributor Interface
6.2
Performing a Simple Search
6.3
Performing an Advanced Search
6.4
Working with the Search Results List
6.4.1
Docking or Undocking the Search Results List
6.4.2
Switching Between List View and Thumbnail View
6.4.3
Sorting Your Search Results
6.4.4
Navigating Through Your Search Results
6.5
Saving Your Search Criteria
6.5.1
Saving Your Search Criteria as a Saved Search
6.5.2
Saving Search Criteria as an Asset (of Type 'ContentQuery')
6.6
Organizing Assets
6.6.1
Working with the 'My Work' Tree
6.6.1.1
Bookmarking Assets
6.6.1.2
Accessing Bookmarked Assets
6.6.1.3
Unbookmarking Assets
6.6.1.4
Accessing Assets from the 'History' Node
6.6.2
Working with Tags
7
Previewing Assets
7.1
Overview
7.2
How Do I Preview Assets?
7.3
Previewing Future Sites
7.3.1
About Start and End Dates
7.3.2
About Future Preview
7.3.3
Impact of Start and End Dates on Future Preview
7.3.4
Assigning Start and End Dates
7.3.5
Previewing a Site as It Will Appear at a Future Time
7.3.6
Approval for Publishing
8
Associating Assets
8.1
Working with Asset Associations
8.1.1
Types of Associations
8.1.2
Associating Assets
8.1.3
Disassociating Assets
8.2
Parent-Child Relationships
8.3
Working with Grouped Assets
8.3.1
Working with Collections
8.3.2
Building a Collection
8.3.3
Working with Recommendations
9
Linking Assets
9.1
Overview
9.2
Linking Two Assets Directly
9.2.1
Prerequisites
9.2.1.1
Participating Assets
9.2.1.2
Referring Asset
9.2.1.3
Target Asset
9.2.1.4
Next Step
9.3
To Create a Hypertext Link to Another Asset
9.3.1
To Link Two Assets by Inclusion
9.4
Linking Two Assets via an Image Asset
9.4.1
Prerequisites
9.4.1.1
Participating Assets
9.4.1.2
Referring Asset
9.4.1.3
Image Asset
9.4.1.4
Target Asset
9.4.1.5
Next Step
9.4.2
Linking via an Image from the "Bookmarks" Node
9.4.3
Linking via an Image from the Image Picker
9.5
Linking Assets to URLs
10
Creating a Website's Navigation
10.1
Overview of a Website's Navigation
10.2
Placing and Unplacing Pages
10.2.1
Placing a Page
10.2.2
Unplacing a Page
10.3
Creating a Website's Navigation by Copying an Existing Navigation
11
Working with Multilingual Assets
11.1
Overview
11.2
Setting or Changing an Asset's Locale Designation
11.3
Creating a Translation of an Asset
11.4
Examining the Available Translations of an Asset
11.5
Changing the Master Asset of a Multilingual Set
12
Working with Widgets and Gadgets in the Contributor Interface
12.1
Overview of the Community-Gadgets Integration with WebCenter Sites
12.2
Accessing Widget and Gadget Assets
12.2.1
Accessing Widget and Gadget Assets from the 'Community-Gadgets' Tree
12.2.2
Accessing Widget and Gadget Assets from a Search Results List
12.3
Deploying Widgets and Gadgets
12.4
Customizing Deployed Community and Login Bar Widgets
13
Creating Mobile Websites
13.1
Introduction to WebCenter Sites: Mobility
13.1.1
How Are Mobile Websites Represented in the Contributor Interface?
13.1.2
How Do I Create Mobile Websites?
13.1.3
How Do I Edit Mobile Websites?
13.1.4
How Do I Preview Mobile Websites?
13.1.5
How Do I Approve Mobile Websites for Publishing?
13.2
Creating a Mobile Website
13.2.1
Create or Copy the Content for the Mobile Website
13.2.2
Create or Copy the Navigation for the Mobile Website
13.3
Editing Assets in the Context of a Mobile Device
13.4
Previewing Assets in the Context of a Mobile Device
13.5
Approving a Mobile Site Plan for Publishing
14
Approval for Publishing
14.1
Overview
14.1.1
Dependencies
14.1.2
Approval States
14.2
Approval Tasks
14.2.1
Approving an Asset for Publishing
14.2.2
Approving a Site Plan for Publishing
14.2.3
Checking an Asset's Approval Status
14.2.4
Removing Assets from the Publishing Queue
15
Revision Tracking
15.1
Overview
15.1.1
Checkout and Checkin
15.1.1.1
Releasing Locked Assets
15.1.1.2
Functions That Automatically Checkout an Asset To You
15.1.2
Rollback and Revision History
15.2
Checking Out Assets
15.3
Examining Your Checkouts
15.4
Undoing a Checkout
15.5
Checking In Assets
15.6
Examining Revision History
15.7
Reverting to a Previous Version (Rollback)
16
Workflow
16.1
Overview
16.1.1
Workflow and Assets
16.1.2
States and Steps
16.1.3
Users, Roles, and Participants
16.1.4
Workflow Assignments
16.1.4.1
Assignment Duration
16.1.4.2
Voting Your Assignments
16.1.4.3
Delegating Your Assignments
16.1.5
Deadlocks
16.2
Sample Workflow
16.2.1
Sample Workflow States and Steps
16.2.2
Sample Workflow Scenario
16.3
Viewing Your Assignments
16.4
Using Workflow Functions
16.4.1
Assigning an Asset to a Workflow
16.4.2
Setting a Process Deadline
16.4.3
Setting an Assignment Deadline
16.4.4
Finishing Your Assignments
16.4.5
Delegating Your Assignments
16.4.6
Abstaining from Voting
16.4.7
Resolving Deadlocks
16.4.8
Removing an Asset from Workflow
16.4.9
Viewing an Asset's Participant (Assignee) List
16.4.10
Setting Workflow Participants
16.4.11
Examining the Workflow Progress of an Asset
17
Oracle WebCenter Sites: Engage Overview
17.1
Collecting and Using Visitor Data
17.2
Using Segments to Categorize Visitors
17.3
Making Recommendations to Segmented Visitors
17.4
Basing Promotions on Buying Patterns
18
Grouping Visitors into Segments with Engage
18.1
About Segments
18.1.1
Segments and Visitor Data Assets
18.1.2
Developing Segments: Process Overview
18.2
About the Segment Forms
18.2.1
Segment Content Tab
18.2.2
The Segment Detail Tab
18.2.2.1
Categories
18.2.2.2
The Shopping Cart Criterion
18.3
Creating Segments
18.3.1
Step 1: Name and Define the Segment
18.3.2
Step 2: Create Segment Filtering Criteria with Visitor Attributes
18.3.3
Step 3: Create Segment Filtering Criteria with History Definitions
18.3.3.1
Filtering Based on a Total
18.3.3.2
Filtering Based on a Count
18.3.3.3
Filtering Based on the First Time a History Definition Was Recorded
18.3.3.4
Filtering Based on the Most Recent Time a History Definition Was Recorded
18.3.3.5
Adding a History Attribute to Further Define the Segment
18.3.3.6
Adding Products to Further Define the Segment
18.3.4
Step 4: Define the Segment with Shopping Cart Criteria
18.4
Creating and Using the ContentQuery Asset
18.5
Sample Segment Assets
18.6
Previewing a Segment on a Web Page
18.7
Publishing Segments
18.8
After You Publish
19
Creating and Configuring Recommendations with Engage
19.1
Recommendation Assets
19.2
Asset Selection Factors
19.2.1
Ratings
19.2.2
Confidence
19.2.3
Selection Criteria
19.2.4
Sort Criteria
19.3
Asset Recommendation Processes
19.3.1
Static Lists in List Mode
19.3.2
Static Lists in Recommendation Mode
19.3.3
Dynamic Lists
19.3.4
Related Items
19.4
Creating Recommendation Assets
19.4.1
Recommendation Development Overview
19.4.2
Creating Static Lists Recommendations in List Mode
19.4.3
Creating Static List Recommendations in Recommendation Mode
19.4.4
Creating Dynamic Lists Recommendations
19.4.5
Creating Related Items Recommendations
19.5
Editing Recommendation Assets
19.6
Configuring Assets to Be Recommended
19.6.1
Assigning Ratings to an Asset
19.6.2
Configuring Asset Relationships Using Related Items Recommendations
19.7
Verifying Recommendation Assets
19.8
Publishing Rated Flex Assets
20
Creating Promotions with Engage
20.1
About Promotions
20.1.1
About Promotions and Recommendations
20.1.2
When Promotions Overlap
20.2
Creating Promotions
20.2.1
Name and Define the Promotion
20.2.2
Define the Goals for the Promotion
20.2.3
Define Which Visitors Are Eligible for the Promotion
20.2.4
Define the Discount
20.2.4.1
Discounting the Entire Shopping Cart
20.2.4.2
Discounting Specific Products
20.2.4.3
Discounting the Shipping Costs
20.2.4.4
Specifying a Store
20.2.5
Define the Promotion's Duration
20.2.6
Advertise the Promotion on Your Site
20.3
Sample Promotion Asset
20.4
Publishing Promotions
21
Navigational Reference
21.1
Menu Bar
21.2
Navigation Pane
21.3
Workspace: Home Tab
21.3.1
Bookmarks Widget
21.3.2
Saved Searches Widget
21.3.3
Assignments Widget
21.3.4
Checkouts Widget
21.4
Workspace: Asset Tab
21.4.1
Asset Toolbar
21.4.2
Form Section Selector
21.5
Search/Browse Tab
21.6
Split View: Asset Tab and Search Results List
21.7
Icons
22
The Flex Asset Model
22.1
Overview of the Flex Asset Model
Part II Using the Community Application
23
Welcome to the Oracle WebCenter Sites: Community Application
23.1
Overview
23.2
Types of Community Widget Tags
23.3
Deployment Options
23.4
Community Interface
23.5
Community Application Roles and Permissions
24
Getting Started
24.1
Logging In
24.2
How Do I Deploy Community Widget Tags?
24.3
Next Steps
25
Working with the Comments Widgets
25.1
Overview
25.2
Moderating Comments
25.2.1
Moderating All Comments
25.2.2
Moderating Comments by Topic
25.2.3
Moderating Comments by User
25.3
Reconfiguring the Comments Widget's Default Settings
25.3.1
Reconfiguring the Comments Widgets' Appearance Settings
25.3.2
Reconfiguring the Comments Wigets' Permissions Settings
25.4
Deploying the Comments Widget Tags
25.4.1
Deploying a Default Comments Widget Tag
25.4.1.1
Hiding the Default Comments Widget
25.4.2
Deploying Custom Comments Widget Tags
25.4.3
Custom Widget Tag Deployment Screens
25.4.3.1
Custom Comments Widget Tag's Deployment Screen
25.4.3.2
Custom Comments Summary Widget Tag's Deployment Screen
25.4.3.3
Links to Topics Widget Tag's Deployment Screen
25.4.3.4
Custom Recently Commented Widget Tag's Deployment Screen
25.4.3.5
Custom Most Commented Widget Tag's Deployment Screen
26
Working with the Reviews Widgets
26.1
Overview
26.2
Moderating Reviews
26.2.1
Moderating All Reviews
26.2.2
Moderating Reviews by Topic
26.2.3
Moderating Reviews by User
26.3
Reconfiguring the Reviews Widget's Default Settings
26.3.1
Reconfiguring the Reviews Widgets' Appearance Settings
26.3.2
Reconfiguring the Reviews Widgets' Permissions Settings
26.4
Deploying the Reviews Widget Tags
26.4.1
Deploying a Default Reviews Widget Tag
26.4.1.1
Hiding the Default Reviews Widget
26.4.2
Deploying Custom Reviews Widget Tags
26.4.3
Custom Widget Tag Deployment Screens
26.4.3.1
Custom Reviews Widget Tag's Deployment Screen
26.4.3.2
Custom Reviews Summary Widget Tag's Deployment Screen
26.4.3.3
Custom Links to Topics Widget Tag's Deployment Screen
26.4.3.4
Custom Reviews Average Rating Widget Tag's Deployment Screen
26.4.3.5
Custom Top Ranked Reviews Widget Tag's Deployment Screen
26.4.3.6
Custom Recently Reviewed Widget Tag's Deployment Screen
26.4.3.7
Custom Most Reviewed Widget Tag's Deployment Screen
27
Working with Ratings Widgets
27.1
Overview
27.2
Moderating Ratings
27.2.1
Moderate All Ratings
27.2.2
Moderating Ratings by Topic
27.2.3
Moderating Ratings by User
27.3
Reconfiguring the Ratings Widget's Default Settings
27.3.1
Reconfiguring the Ratings Widgets' Appearance Settings
27.3.2
Reconfiguring the Ratings Widgets' Permissions Settings
27.4
Deploying the Ratings Widgets
27.4.1
Deploying a Default Ratings Widget Tag
27.4.2
Deploying Custom Ratings Widget Tags
27.4.3
Custom Ratings Widget Tag Deployment Screens
27.4.3.1
Custom Stars Ratings Widget Tag's Deployment Screen
27.4.3.2
Custom Thumbs Up/Down Ratings Widget Tag's Deployment Screen
27.4.3.3
Custom Like It Ratings Widget Tag's Deployment Screen
27.4.3.4
Custom Recommend Ratings Widget Tag's Deployment Screen
27.4.3.5
Custom Ratings Average Rating Widget Tag's Deployment Screen
27.4.3.6
Custom Recently Rated Widget Tag's Deployment Screen
27.4.3.7
Custom Most Rated Widget Tag's Deployment Screen
28
Working with the Login Bar Widget
28.1
Overview
28.2
Reconfiguring the Login Bar Widget's Default Settings
28.3
Deploying a Login Bar Widget Tag
29
Working with Polls
29.1
Overview
29.2
Working with the 'All Polls' Screen
29.3
Creating a New Poll
30
Configuring Community Widget Settings
30.1
Overview
30.2
Working with the 'Settings' Menu
30.2.1
Working with the Authorized Domain Screen
30.2.2
Working with the Restricted Words Screen
30.2.3
Working with the Visitor Blacklist Screen
30.2.4
Working with the Visitor Whitelist Screen
30.2.5
Working with the Moderation Screen
30.2.6
Working with the Language Screen
31
Testing Deployed Community Widget Tags
31.1
Sample Site with Community Widgets Deployed
31.2
Working with Comments and Reviews Widgets as an Authenticated Visitor
31.2.1
Logging in to the Site as an Authenticated Visitor
31.2.2
Posting Comments as an Authenticated Visitor
31.2.3
Posting Reviews as an Authenticated Visitor
31.2.4
Working with Comments as an Authenticated Visitor
31.2.4.1
Modifying Comments on the Website
31.2.4.2
Deleting Comments from the Website
31.2.5
Working with Reviews as an Authenticated Visitor
31.2.5.1
Modifying Reviews on the Website
31.2.5.2
Deleting Reviews from the Website
31.3
Working with Comments and Reviews Widgets as an Anonymous Visitor
31.3.1
Posting Comments as an Anonymous Visitor
31.3.2
Posting Reviews as an Anonymous Visitor
31.4
Sorting Comments and Reviews
31.5
Flagging Inappropriate Posts
31.6
Replying to Posted Comments
31.7
Viewing Rating Details for Stars Ratings Widgets
31.8
Ranking Visitor Comments and Reviews
31.9
Sharing Comments and Reviews with Facebook, Twitter, and Google+
31.10
Creating and Sharing a Permalink
31.11
Working with Ratings Widgets
31.12
Working with Poll Widgets
Part III Creating Blog Content
32
Creating Blog Content
32.1
Creating Blog Assets
32.2
Creating a Blog Category
32.3
Editing Your Blog Author Asset
32.4
Moderating Visitors' Comments on Blog Assets
Part IV Using the Gadgets Application
33
Introducing the Oracle WebCenter Sites: Gadgets Application
33.1
Overview of the Gadgets Application
33.2
Gadgets User Interface
33.3
Permissions for the Designer Role in the Gadget's User Interface
34
Getting Started
34.1
Logging In to a Site Gadget Catalog
34.2
Sample Gadgets
34.3
Next Steps
35
Re-configuring Gadget and Dashboard Settings
35.1
Configuring Dashboard Defaults
35.1.1
Adding or Removing Default Dashboard Gadgets
35.1.2
Modifying the Default Layout of the Dashboard
35.1.3
Modifying the Default Color Theme of the Dashboard
35.2
Reconfiguring and Deploying the Login Bar Widget
35.2.1
Reconfiguring the Login Bar Widget's Default Settings
35.2.2
Deploying a Login Bar Widget Tag
35.3
Authorizing a Domain for Gadgets and the Dashboard
35.4
Configuring Gadget Appearance Settings
35.5
Setting the Language of Deployed Gadgets and the Dashboard
36
Deploying Gadgets and the Dashboard
36.1
Overview of Deploying Gadgets and the Dashboard
36.2
Deploying the Dashboard
36.3
Deploying a Single Gadget
36.4
Modifying the Deployed Dashboard
37
Testing Deployed Gadgets
37.1
Sample Dashboard Deployed on a Website
37.2
Working with the Dashboard as a Visitor
37.2.1
Logging in to the Website
37.2.2
Personalizing the Dashboard
37.2.2.1
Adding (or Removing) Gadgets to (from) the Dashboard Panel
37.2.2.2
Modifying the Layout of the Dashboard
37.2.2.3
Modifying the Color Theme of the Dashboard
37.2.3
Modifying a Gadget's Visitor Preferences
37.3
Sample Gadget Deployed on a Website
37.4
Modifying an Individually Deployed Gadget's Settings
Glossary
Scripting on this page enhances content navigation, but does not change the content in any way.