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Oracle® Fusion Middleware Using Oracle WebCenter Portal
11g Release 1 (11.1.1.8.0)

Part Number E27785-02
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4 Managing Your Profile

This chapter describes how to view and manage your profile. In WebCenter Portal, 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 Portal enable you to view and manage your own profile and to view the profiles of others if they have made them available to you.

Note:

For information on viewing other users' profiles, see Section 9.3, "Viewing Another User's Profile."

This chapter includes the following topics:

Permissions:

To perform the tasks in this chapter, you need the application-level permission People Connections: Update People Connections Data.

4.1 About Profiles

When you connect with other users, you give them access to your profile, and gain access to theirs. Your profile can include contact information, portal activity for your connections, a list of your connections, a view of your personal document library, a view of your location in your organization's hierarchy, recommended connections, and a list of your top contributions.

You can control how much of your profile a connection can view through profile preferences. For information about setting your profile preferences, see Section 4.4, "Setting Profile Preferences."

Your system administrator can set global defaults that affect what all users may see and do with their own and other users' profiles. Some information included in your profile is pulled from the user database used by WebCenter Portal. Depending on the settings configured by your system administrator, you might not see all the information discussed in this chapter and you might not be able to edit some of the information when editing your profile. Because your system administrator can customize the available profile information, the screenshots might not match what you see in your organization's version of WebCenter Portal.

Notes:

  • The Profile user interface was updated in 11g Release 1 (11.1.1.8.0). Depending on how your system administrator configured your installation of WebCenter Portal, you might see the legacy Profile user interface. For information on the legacy Profile user interface, see the "Managing Your Profile" chapter in the User's Guide for Oracle WebCenter Portal: Spaces for 11g Release 1 (11.1.1.7.0).

  • Empty fields (fields without any content) do not appear in some profile views.

4.2 Viewing a Profile

You can view a profile, including your own, by clicking a user name wherever you see it in WebCenter Portal. Depending on where you click in the portal, you either see a brief, popup view of the user profile or you see a full profile view on the WebCenter Portal Profile page.

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 from the resulting context menu (Figure 4-1) to view the user's profile on the Profile page.

Figure 4-1 View Profile Option on the Documents Page

Description of Figure 4-1 follows
Description of "Figure 4-1 View Profile Option on the Documents Page"

For more information, see one of the following sections:

You can also view profile information in one of the following profile views that can be added to a page in a portal:

4.2.1 Profile Popup

You can view a brief, popup profile view (Figure 4-2) for yourself, one of your connections, or a member of a portal to which you have access by clicking a user name wherever it appears in the application context.

In the popup, click Go to Profile to view the user's full profile on the WebCenter Portal Profile page (described next).

4.2.2 Profile Page

You can view the full details of a user's profile on the WebCenter Portal Profile page (Figure 4-3) by clicking Go to Profile in the profile popup or, if your user name appears in the application chrome at the top of the application (highlighted in Figure 4-3), you can click your user name.

Note:

The Profile page is a business role page included in the Home portal of all authenticated users (users who are logged in to WebCenter Portal).

By default, the Profile page presents the following information:

  • Your contact information, such as photo, email address, position, business phone number and address, and so on.

  • A view of your activities and those of your connections on the Activities tab. For more information, see Chapter 22, "Tracking Portal Activities."

  • A brief list of your connections on the main Profile page, and a detailed view of your connections on the Connections tab. For more information, see Chapter 9, "Managing Your Contacts."

  • A view of the documents and folders in the Public folder of your personal document library on the Documents tab. For more information, see Part III, "Working with Documents".

    Note:

    You must access the Documents tab in your Home portal at least once before accessing the Documents tab in your profile. Accessing the Documents tab in your Home portal initializes the Documents feature. If you do not first access the Documents tab in your Home portal, you will receive the following message: "The user does not currently have any public documents."

  • A chart view of your location within the organization on the Organization tab.

  • A view of additional profile details on the About tab (Figure 4-4).

    Figure 4-4 About Tab on Profile Page

    Description of Figure 4-4 follows
    Description of "Figure 4-4 About Tab on Profile Page"

  • A list of recommended connections.

  • A list of your top contributions (your personal documents that you access most).

    Note:

    The type of information and number of items displayed in under Top Contributions can be customized by selecting the Edit (pencil) icon.

Your system administrator 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 in this guide may be different than the Profile page that you see. However, the basic profile functionality should remain about the same.

Note:

Empty fields (fields without any content) do not appear on the Profile page.

4.2.3 Organization View

The Organization View (Figure 4-5) can be added to a portal page to present a graphical depiction of the user's position within the company—that is, a detail of the overall organization chart. In Organization View, you can click through three views of the user's profile information, including contact information; the user's address and current time in the user's locale; and a summary About Me statement. You can also expand the Organization View to show the user's reports or managers.

Figure 4-5 Organization View

Description of Figure 4-5 follows
Description of "Figure 4-5 Organization View"

4.2.4 Profile

The Profile viewer (Figure 4-6) can be added to a portal page to display a user's profile details. If you are viewing your own profile, the Profile viewer allows you to upload a profile photo and (if enabled) allows you to edit your profile details.

Note:

Empty fields (fields without any content) do not appear in the Profile view.

4.2.5 Profile Gallery

The Profile Gallery (Figure 4-7) can be added to a portal page to provide access to all of your social networking information.

Figure 4-7 Profile Gallery

Description of Figure 4-7 follows
Description of "Figure 4-7 Profile Gallery"

Note:

Empty fields (fields without any content) do not appear in the Profile Gallery views.

4.2.6 Profile Snapshot

The Profile - Snapshot viewer (Figure 4-8) can be added to a portal page to display a user's photo and status message.

Figure 4-8 Profile - Snapshot

Description of Figure 4-8 follows
Description of "Figure 4-8 Profile - Snapshot"

4.3 Editing Your Profile

Your system administrator determines how much of your personal profile you may revise. When you have permission to revise your profile, an Edit Profile button is shown on the Profile page (Figure 4-9). In addition, when you place your cursor over information that is editable, a gray box appears around the information.

Figure 4-9 Edit Profile Button and Editable Information on a Profile

Description of Figure 4-9 follows
Description of "Figure 4-9 Edit Profile Button and Editable Information on a Profile"

Click the Edit Profile button or one of the editable pieces of information to open an edit view of your personal profile.

Notes:

  • Even if your system administrator has enabled the editing of a particular profile section, it is possible that some fields in that section are read-only. For example, you should generally not be able to change the value for your manager.

  • Some web browsers lack the support to show text box labels. However, if you click a text box a tooltip appears that describes the text box.

To edit your personal profile:

  1. Open your Profile page (as described in Section 4.2.2, "Profile Page").

  2. Click Edit Profile or one of the editable pieces of information to open your profile in edit mode (Figure 4-10).

    Figure 4-10 Profile in Edit Mode

    Description of Figure 4-10 follows
    Description of "Figure 4-10 Profile in Edit Mode"

  3. Make your changes, and click Save.

4.3.1 Uploading and Updating a Personal Profile Picture

Provided the profile viewer 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. For best results, your photo should be 150x150 pixels.

To upload or update your profile image:

  1. Open your Profile page (as described in Section 4.2.2, "Profile Page").

  2. Click Edit Profile.

  3. Upload, change, or remove your photo:

    To upload or change your photo:

    1. Click Change to open the Upload Photo dialog (Figure 4-11).

      Figure 4-11 Change Photo Link and Upload Photo Dialog

      Description of Figure 4-11 follows
      Description of "Figure 4-11 Change Photo Link and Upload Photo Dialog"

    2. Click Browse to locate and select a photo.

    3. Click OK to complete the upload.

    To remove your photo, click Clear.

    Note:

    You do not need to click Save on the Profile page to save your photo.

4.4 Setting Profile Preferences

The profile details that are affected by your preferences settings appear in your full profile view, for example, in the Profile viewer and on the About tab of the default Profile business role page (Figure 4-12).

Figure 4-12 About Tab on Profile Page

Description of Figure 4-12 follows
Description of "Figure 4-12 About Tab 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 system administrator can control every user's access to the user's own profile information. For example, the system 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 system administrator.

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

To set profile preferences:

  1. Click Preferences.

  2. Click People to display People Connections preferences.

  3. Click the Profile tab (Figure 4-13).

    Figure 4-13 Profile Preferences

    Description of Figure 4-13 follows
    Description of "Figure 4-13 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. When you are done, click Save.