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Oracle® Fusion Middleware User's Guide for Oracle WebCenter Portal: Spaces
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Release 1 (11.1.1.7.0)
Part Number E10149-12
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Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New
New Features and Enhancements for Release 11.1.1.7.0
Part I Getting Started with WebCenter Portal: Spaces
1
Introducing WebCenter Portal: Spaces
1.1
Understanding Portals, Communities, and Social Networking Sites
1.1.1
What Is a Portal?
1.1.2
What Is a Community?
1.1.3
What Is a Social Networking Site?
1.2
Planning Your Portals, Communities, and Social Networking Sites
1.2.1
Planning a Home Space to Serve All Users
1.2.2
Planning Multiple Portals Serving All LOBs
1.2.3
Planning a Department Portal
1.2.4
Planning a Department Portal with Diverse Collaborative Teams and Communities
1.2.5
Planning a Division Portal with Teams, Communities, and Social Networks
1.3
Where to Look for More Information
2
Leveraging Content Management
2.1
What Is Content Management?
2.2
Leveraging Content Management Features
2.2.1
Displaying Individual Files
2.2.2
Displaying and Managing the Contents of a Folder
2.2.3
Adding and Managing Document Workflows
2.2.4
Collaborating on Documents
2.2.5
Integrating with Microsoft Office and Explorer
2.2.6
Adding and Managing Wikis
2.2.7
Adding and Managing Blogs
3
Leveraging Social and Collaborative Services
3.1
What Is Social Networking?
3.2
What Are Communities and Teams?
3.3
Leveraging Social and Collaborative Features and Services
3.3.1
What Are Social Networking and Collaborative Services?
3.3.2
Leveraging People Connections
3.3.3
Leveraging Announcements, Discussions, and Events
3.3.4
Leveraging Liking, Commenting, and Sharing
3.3.5
Leveraging Instant Messaging and Presence
3.3.6
Leveraging Polls and Activity Graph
3.3.7
Leveraging Tagging and Linking
3.3.8
Leveraging Wikis and Blogs
3.3.9
Leveraging Lists
4
Accessing Spaces Administration Pages
4.1
Accessing the Spaces Administration Page
4.2
Performing Actions From Spaces Administration Pages
Part II Designing a Portal or Community
5
Configuring Global Defaults
5.1
Customizing the Name and Logo
5.2
Choosing a Default Display Language
5.3
Customizing the Language List
5.4
Choosing a Default Skin
5.5
Customizing Copyright and Privacy Statements
5.6
Customizing the Online Help Link
5.7
Choosing a Default Start (or Landing) Page
5.8
Specifying Session Timeout Settings
5.9
Choosing a Default Page Template
5.10
Choosing Default Resource Catalogs
5.11
Choosing a Default Navigation
6
Configuring Services, Portlet Producers, and External Applications
6.1
Enabling and Disabling Services
6.2
Configuring Discussion Forum Options for the Spaces Application
6.2.1
Accessing the Discussions Server Admin Console
6.2.2
Specifying Where Discussions and Announcements are Stored on the Discussions Server
6.2.3
Choosing How Many Discussion Topics to Save In Space Templates
6.3
Configuring Send Mail Notifications for the Spaces Application
6.3.1
Enabling Shared Mail Connections for Send Mail Notifications
6.4
Configuring People Connections Defaults for the Spaces Application
6.4.1
What You Should Know About Administering the People Connections Service
6.4.2
People Connections Prerequisites
6.4.3
Configuring the People Connections Service for Spaces
6.4.3.1
Accessing People Connections Administrative Settings
6.4.3.2
Configuring Activity Stream
6.4.3.3
Configuring Connections
6.4.3.4
Configuring Profile
6.4.3.5
Configuring Message Board
6.4.3.6
Configuring Feedback
6.4.4
Archiving the Activity Stream Schema
6.4.5
Troubleshooting Issues with the People Connections Service
6.4.5.1
Troubleshooting Activity Stream
6.4.5.2
Troubleshooting Connections
6.4.5.3
Troubleshooting Profile
6.4.5.4
Troubleshooting Message Board
6.4.5.5
Troubleshooting Feedback
6.5
Registering Portlet Producers
6.5.1
What You Should Know About Registering Portlet Producers
6.5.2
Registering Portlet Producers Through Spaces Administration
6.5.2.1
Registering a WSRP Producer
6.5.2.2
Registering an Oracle PDK-Java Producer
6.5.2.3
Registering a Pagelet Producer
6.5.3
Editing Portlet Producer Registration Details
6.5.4
Deregistering Portlet Producers
6.5.5
Working with the Producer Registration Task Flow
6.5.5.1
Adding the Producer Registration Task Flow to a Page
6.5.5.2
Registering Producers Through the Producer Administration Task Flow
6.5.5.3
Setting Producer Task Flow Properties
6.6
Registering External Applications
6.6.1
What You Should Know About External Applications
6.6.2
Registering External Applications Through Spaces Administration
6.6.3
Working with Task Flows for External Applications
6.6.3.1
Adding an External Application Task Flow to a Page
6.6.3.2
Registering External Applications Through the External Application Task Flow
6.6.3.3
Adding an Application Navigator Task Flow to a Page
6.6.3.4
Making External Applications Available through the Application Navigator Task Flow
6.6.3.5
Setting External Application Task Flow Properties
6.6.3.6
Using the External Application - Change Password Task Flow
6.6.4
Deleting External Applications
7
Administering Portal Pages
7.1
Working with Business Role Pages
7.1.1
What You Should Know About Business Role Pages
7.1.2
Setting Page Creation Defaults for Business Role Pages
7.1.3
Creating a Business Role Page
7.1.4
Specifying the Target Audience for a Business Role Page
7.1.4.1
Setting Access on a Custom Business Role Page
7.1.4.2
Providing Public Access to a Custom Business Role Page
7.1.4.3
Setting Access on a Seeded Business Role Page
7.1.5
Revoking Access to a Custom Business Role Page
7.1.6
Providing Navigation to Business Role Pages
7.1.6.1
Showing and Hiding Business Role Pages
7.1.6.2
Creating Navigation to a Business Role Page
7.1.7
Setting a Default Display Order for Business Role Pages
7.1.8
Editing a Business Role Page
7.1.9
Copying a Business Role Page
7.1.10
Removing All User Customizations from a Business Role Page
7.1.11
Deleting a Custom Business Role Page
7.2
Working with Personal Pages
7.2.1
What You Should Know About Personal Page Administration
7.2.2
Setting Application-Level Page Creation Defaults for Personal Pages
7.2.3
Changing Access Permissions on a Personal Page
7.2.4
Preventing Users From Creating Personal Pages
7.2.5
Providing Navigation to Personal Pages
7.2.6
Editing Personal Pages with Administrative Privileges
7.2.7
Copying a Personal Page
7.2.8
Removing All User Customizations from a Personal Page
7.2.9
Deleting a Personal Page Through Spaces Administration
7.3
Working with System Pages
7.3.1
What You Should Know About System Pages
7.3.2
Customizing System Pages
7.3.2.1
What You Should Know About System Page Customization
7.3.2.2
Customizing an Application-Level System Page
7.3.2.3
Customizing a Space-Level System Page
7.3.3
Removing All Page Customizations from a System Page
8
Customizing Task Flows at Runtime
8.1
What You Should Know About Runtime Task Flow Customization
8.2
Customizing Task Flows at the Application Level
8.3
Customizing Task Flows at the Space Level
8.4
Removing Task Flow Customizations
Part III Personalizing Your Portal
9
Using Personalization for WebCenter Portal
9.1
Introduction to Personalization
9.2
Driving Content Using Personalization
9.3
Driving Portal Look and Feel Using Personalization
Part IV Building a Portal or Community
10
Creating a Look and Feel
10.1
Technologies Used for Creating a Look and Feel
10.2
What You Should Know About Creating a Look and Feel
10.3
Tips on Defining Page Templates
10.3.1
Page Template Layout
10.3.1.1
Layout Building Blocks
10.3.1.2
Tips on Creating Stretch Layouts
10.3.1.3
Tips on Creating Flow Layouts
10.3.2
Customizing the Appearance of Components
10.3.3
Defining Scrolling
10.3.4
Defining Margins, Borders, and Padding
10.4
Tips on Defining Skins
10.4.1
Externalizing Static Assets
10.5
Optimizing WebCenter Portals for Mobile Devices
10.6
Useful Design Tools
11
Working with the Resources that Compose a Portal or Community
11.1
What You Should Know About Resources
11.1.1
Introducing Resources
11.1.2
Understanding Application-Level and Space-Level Resources
11.1.3
Permissions Required to Work with Resources
11.1.4
Accessing Resources
11.1.4.1
Accessing Application-Level Resources
11.1.4.2
Accessing Space-Level Resources
11.1.5
Viewing Information About a Resource
11.2
Creating Resources
11.2.1
What You Should Know About Resource Creation
11.2.2
Creating a Resource
11.3
Editing Resources
11.3.1
What You Should Know about Resource Editing
11.3.2
Editing the Source Code of a Resource
11.3.3
Editing a Resource by Using the Edit Dialog
11.4
Managing Resources
11.4.1
Copying a Resource
11.4.2
Setting Properties on a Resource
11.4.2.1
What You Should Know About a Resource's Properties
11.4.2.2
Accessing the Edit Properties Dialog of a Resource
11.4.2.3
Renaming, Describing, and Categorizing a Resource
11.4.2.4
Associating an Icon with a Resource
11.4.2.5
Setting the Availability of an Application-Level Resource in Other Spaces
11.4.2.6
Working with the Attributes of a Resource
11.4.2.6.1
Associating an Attribute with a Resource
11.4.2.6.2
Deleting an Attribute of a Resource
11.4.3
Showing and Hiding Resources
11.4.3.1
What You Should Know About Showing and Hiding Resources
11.4.3.2
Showing a Resource
11.4.3.3
Hiding a Resource
11.4.4
Setting Security for a Resource
11.4.5
Deleting a Resource
11.4.6
Previewing a Resource
11.4.7
Querying for a Resource Through the Expression Builder
11.4.8
Applying Resources Dynamically Using EL Expressions
11.5
Using JDeveloper to Build Resources for the Spaces Application
11.5.1
What You Should Know About Building Resources in JDeveloper
11.5.2
Downloading a Resource
11.5.3
Uploading a Resource
12
Working with Navigation
12.1
What You Should Know About Navigation
12.1.1
What You Should Know About Navigation Models
12.1.2
What You Should Know About Navigation Visualization
12.2
Building a Navigation Model
12.2.1
Creating a Navigation Model
12.2.2
Editing a Navigation Model
12.2.2.1
Adding Resources to a Navigation Model Using the Edit Dialog
12.2.2.1.1
Adding a Document to a Navigation Model
12.2.2.1.2
Adding Content Based on the Results of a Query to a Navigation Model
12.2.2.1.3
Adding a Spaces Page, Portlet, Task Flow, External Application, or Web Page to a Navigation Model
12.2.2.1.4
Adding a List of Pages to a Navigation Model
12.2.2.1.5
Adding a List of Subspaces to a Navigation Model
12.2.2.1.6
Nesting a Navigation Model Within a Navigation Model
12.2.2.1.7
Organizing Navigation Items in a Navigation Model
12.2.2.1.8
Setting Display Options for Navigation Items
12.2.2.2
Editing the Source Code of a Navigation Model
12.2.3
Managing a Navigation Model
12.2.3.1
Showing and Hiding a Navigation Model
12.2.3.2
Setting Properties on a Navigation Model
12.2.3.3
Setting Security on a Navigation Model
12.2.3.4
Copying a Navigation Model
12.2.3.5
Deleting a Navigation Model
12.2.4
Selecting the Default Navigation Model
12.2.5
Using JDeveloper to Build Your Navigation Model
12.3
Rendering Navigation in Your Portal
12.3.1
Adding Built-in Navigation Task Flows to Page Templates
12.3.2
Setting Navigation Task Flow Properties
12.3.2.1
What You Should Know About Navigation Task Flow Properties
12.3.2.2
Navigation Task Flow Parameters
12.3.2.3
Using Properties to Configure Navigation Task Flow Instances
12.3.2.3.1
Sample Navigation Model
12.3.2.3.2
Selecting the Start Path for Your Navigation
12.3.2.3.3
Rendering Navigation as a Tree
12.3.2.3.4
Rendering Navigation as a Menu
12.3.2.3.5
Rendering Navigation as Breadcrumbs
12.3.2.3.6
Linking Navigation Task Flows
12.3.3
Using JDeveloper to Visualize Your Navigation
13
Working with Page Templates
13.1
What You Should Know About Page Templates
13.1.1
Out-of-the-Box Page Templates
13.2
Creating a Page Template
13.3
Editing a Page Template
13.3.1
Editing a Page Template in Composer
13.3.2
Editing the Source Code of a Page Template
13.4
Customizing a Page Template for a Space
13.5
Managing a Page Template
13.5.1
Showing and Hiding a Page Template
13.5.2
Setting Properties on a Page Template
13.5.3
Setting Security on a Page Template
13.5.4
Copying a Page Template
13.5.5
Deleting a Page Template
13.5.6
Previewing a Page Template
13.6
Applying a Page Template to a Space
13.7
Choosing the Page Template Resource Catalog
13.8
Using JDeveloper to Build Your Page Templates
14
Working with Skins
14.1
What You Should Know About Skins
14.2
Creating a Skin
14.3
Editing a Custom Skin
14.3.1
What You Should Know About Skin Editing
14.3.1.1
About Source Code Editing
14.3.1.2
About Simple Editing
14.3.2
Editing the Source Code of a Custom Skin
14.3.3
Editing a Custom Skin Using the Edit Dialog
14.4
Managing a Skin
14.4.1
Showing and Hiding a Skin
14.4.2
Setting Properties on a Skin
14.4.2.1
What You Should Know About Skin Properties
14.4.2.2
Naming, Describing, and Categorizing a Custom Skin
14.4.2.3
Associating an Icon with a Custom Skin
14.4.2.4
Setting the Availability of an Application-Level Custom Skin
14.4.2.5
Working with a Custom Skin's Attributes
14.4.3
Setting Security on a Skin
14.4.4
Copying a Skin
14.4.5
Deleting a Skin
14.4.6
Viewing Information About a Skin
14.5
Applying a Skin
14.5.1
Applying a Skin to the Spaces Application
14.5.2
Applying a Skin to a Space
14.5.3
Applying a Skin to the Home Space
14.6
Using JDeveloper to Build Your Skins
15
Working with Page Styles
15.1
What You Should Know About Page Styles
15.2
Creating a Custom Page Style
15.3
Editing the Source Code of a Custom Page Style
15.3.1
What You Should Know About Editing Page Style Source
15.3.2
Editing Custom Page Style Source
15.4
Managing Page Styles
15.4.1
Showing and Hiding a Page Style in the Create Dialog
15.4.2
Setting Properties on a Custom Page Style
15.4.3
Setting Security on a Custom Page Style
15.4.4
Copying a Page Style
15.4.5
Deleting a Custom Page Style
15.4.6
Previewing a Page Style
15.5
Applying a Page Style
15.6
Using JDeveloper to Build Your Page Style
16
Working with Resource Catalogs
16.1
What You Should Know About Resource Catalogs
16.1.1
Understanding the Out-of-the-Box Resource Catalogs
16.1.1.1
Default Home Space Catalog
16.1.1.2
Default Space Catalog
16.1.1.3
Default Page Template Catalog
16.1.2
Introducing the Resource Catalog Management Page
16.1.3
Understanding the Resource Registry
16.2
Creating Resource Catalogs
16.3
Editing a Resource Catalog
16.3.1
Managing Resources in the Edit Dialog
16.3.1.1
Creating a Folder
16.3.1.2
Adding Resources
16.3.1.3
Creating Custom Components
16.3.1.4
Rearranging Resources
16.3.1.5
Setting Properties on a Resource
16.3.1.6
Copying a Resource
16.3.1.7
Deleting a Resource
16.3.1.8
Previewing the Resource Catalog
16.3.2
Editing the Source Code for a Resource Catalog
16.4
Showing and Hiding a Resource Catalog
16.5
Setting Properties on a Resource Catalog
16.6
Setting Security on a Resource Catalog
16.7
Copying a Resource Catalog
16.8
Deleting a Resource Catalog
16.9
Using JDeveloper to Build Your Resource Catalog
16.10
Configuring Resource Catalogs in Your Application
16.10.1
Configuring the Application-Level Resource Catalog
16.10.2
Configuring the Space-Level Resource Catalog
Part V Working with Pages
17
Creating and Managing Pages
17.1
What You Should Know About Pages
17.2
Creating a Page
17.3
Managing Your Pages
17.4
Editing a Page
17.5
Copying a Page
17.6
Renaming a Page
17.7
Controlling User Access to a Page
17.8
Deleting a Page
17.9
Exposing a Space Page in Your View of the Home Space
17.10
Sending Mail with a Link to a Page
17.11
Viewing Information About a Page
17.12
Personalizing Pages
18
Editing a Page
18.1
Entering and Exiting Composer
18.2
Introducing Design View and Source View
18.3
Providing Page Background Color, Image, and CSS Encoding
18.4
Changing the Page Layout
18.4.1
What You Should Know About Page Layouts
18.4.2
Providing a Page Header and Footer
18.4.3
Adjusting the Widths of Page Columns
18.4.4
Adding New Content Regions
18.4.4.1
Enabling Box Splitting
18.4.4.2
Splitting a Layout Box
18.4.5
Creating Layered Content Regions Using Tabs
18.4.5.1
Enabling the Addition of Tabbed Content Regions
18.4.5.2
Adding Tabbed Content Regions
18.4.5.3
Creating a Tab Set
18.4.5.4
Reordering and Renaming Tabs
18.4.5.5
Adding an Icon to a Tab
18.4.5.6
Stretching Tab Content
18.4.5.7
Hiding and Showing Tabs
18.4.5.8
Deleting Tabs
18.5
Adding a Component to a Page
18.5.1
Adding a Component to a Page in Design View
18.5.2
Adding a Component to a Page in Source View
18.6
Modifying Page Components
18.6.1
What You Should Know About Component Properties
18.6.2
Setting Properties on a Component
18.6.2.1
Setting Component Properties in Design View
18.6.2.2
Setting Component Properties in Source View
18.6.3
Working with Component Parameters
18.6.4
Working with Component Display Options
18.6.5
Working with Child Components
18.6.5.1
Hiding and Showing Child Components
18.6.5.2
Rearranging Child Components
18.6.6
Working with Style and Content Style Properties
18.6.6.1
Understanding Style and Content Style Properties
18.6.6.2
Style and Content Style Properties
18.6.6.3
Entering Other CSS
18.6.6.4
Using the Other CSS Property to Change Component Borders
18.6.7
Working with Component Contextual Events
18.7
Deleting a Component from a Page
18.7.1
Deleting a Component in Design View
18.7.2
Deleting a Component in Source View
19
Working with Web Development Components on a Page
19.1
What You Should Know About Web Development Components
19.2
Adding a Web Development Component to a Page
19.3
Working with Data Controls
19.4
Working with the Box Component
19.4.1
What You Should Know About the Box Component
19.4.2
Setting Box Component Properties
19.5
Working with the Change Language Component
19.6
Working with the HTML Markup Component
19.6.1
What You Should Know About the HTML Markup Component
19.6.2
Setting HTML Markup Component Properties
19.6.3
Embedding Video, Music, Slides, and Other Types of Content
19.7
Working with the Hyperlink Component
19.7.1
What You Should Know About the Hyperlink Component
19.7.2
Setting Hyperlink Component Properties
19.8
Working with the Image Component
19.8.1
What You Should Know About the Image Component
19.8.2
Setting Image Component Properties
19.9
Working with the Links Component
19.9.1
What You Should Know About the Links Component
19.9.2
Configuring the Links Component
19.9.2.1
Adding Navigation Links Using the Links Component
19.9.2.2
Configuring an Advanced Search for Content Links
19.9.2.3
Configuring a Link in the Links Component
19.9.2.4
Reordering Navigation Links
19.9.2.5
Deleting a Link from the Links Component
19.9.3
Setting Links Component Properties
19.10
Working with the Movable Box Component
19.10.1
What You Should Know About the Movable Box Component
19.10.2
Setting Movable Box Component Properties
19.11
Working with the Text Component
19.11.1
What You Should Know About the Text Component
19.11.2
Setting Text Component Properties
19.12
Working with the Web Page Component
19.12.1
What You Should Know About the Web Page Component
19.12.2
Setting Web Page Component Properties
20
Working with Layout Components on a Page
20.1
What You Should Know About Layout Components
20.2
Setting panelGroupLayout Properties
20.3
Setting panelStretchLayout Properties
20.4
Setting panelTabbed Properties
20.5
Setting showDetailFrame Properties
20.6
Setting sidebarItem Properties
20.7
Setting spacer/Separator Properties
21
Adding Spaces Components to a Page or Page Template
21.1
Making Spaces Components Available
21.1.1
Adding Spaces Components to a Resource Catalog
21.1.2
Specifying the Resource Catalogs to Use for Space and Page Templates
21.1.3
Adding Spaces Components to a Page Template
21.1.4
Adding Spaces Components to a Page
21.2
Working with Spaces Components
21.2.1
Accessing Spaces Component Properties
21.2.2
About Space
21.2.2.1
About Space Component Display Options
21.2.2.2
About Space Component Tag and XML
21.2.3
About WebCenter
21.2.3.1
About WebCenter Component Display Options
21.2.3.2
About WebCenter Component Tag and XML
21.2.4
Add to Favorites
21.2.4.1
Add to Favorites Component Display Options
21.2.4.2
Add to Favorites Component Tag and XML
21.2.5
Administration
21.2.5.1
Administration Component Display Options
21.2.5.2
Administration Component Tag and XML
21.2.6
Change Membership
21.2.6.1
Change Membership Component Display Options
21.2.6.2
Change Membership Component Tag and XML
21.2.7
Contact Administration
21.2.7.1
Contact Administration Component Display Options
21.2.7.2
Contact Administration Component Tag and XML
21.2.8
Copyright Message
21.2.8.1
Copyright Message Component Display Options
21.2.8.2
Copyright Message Component Tag and XML
21.2.9
Create Page
21.2.9.1
Create Page Component Display Options
21.2.9.2
Create Page Component Tag and XML
21.2.10
Create Space
21.2.10.1
Create Space Component Display Options
21.2.10.2
Create Space Component Tag and XML
21.2.11
Create Subspace
21.2.11.1
Create Subspace Component Display Options
21.2.11.2
Create Subspace Component Tag and XML
21.2.12
Current User Profile
21.2.12.1
Current User Profile Component Display Options
21.2.12.2
Current User Profile Component Tag and XML
21.2.13
Edit Page
21.2.13.1
Edit Page Component Display Options
21.2.13.2
Edit Page Component Tag and XML
21.2.14
Favorites Menu
21.2.14.1
Favorites Menu Component Display Options
21.2.14.2
Favorites Menu Component Tag and XML
21.2.15
Global Help
21.2.15.1
Global Help Component Display Options
21.2.15.2
Global Help Component Tag and XML
21.2.16
Home Space
21.2.16.1
Home Space Component Display Options
21.2.16.2
Home Space Component Tag and XML
21.2.17
Invite People as Connection
21.2.17.1
Invite People as Connection Component Display Options
21.2.17.2
Invite People as Connection Component Tag and XML
21.2.18
Join Space
21.2.18.1
Join Space Component Display Options
21.2.18.2
Join Space Component Tag and XML
21.2.19
Leave Space
21.2.19.1
Leave Space Component Display Options
21.2.19.2
Leave Space Component Tag and XML
21.2.20
Login
21.2.20.1
Login Component Display Options
21.2.20.2
Login Component Tag and XML
21.2.21
Logout
21.2.21.1
Logout Component Display Options
21.2.21.2
Logout Component Tag and XML
21.2.22
Mail Space Members
21.2.22.1
Mail Space Members Component Display Options
21.2.22.2
Mail Space Members Component Tag and XML
21.2.23
Mail Space Moderators
21.2.23.1
Mail Space Moderators Component Display Options
21.2.23.2
Mail Space Moderators Component Tag and XML
21.2.24
Manage Pages
21.2.24.1
Manage Pages Component Display Options
21.2.24.2
Manage Pages Component Tag and XML
21.2.25
Page Links
21.2.25.1
Page Links Component Display Options
21.2.25.2
Page Links Component Tag and XML
21.2.26
Parent Space
21.2.26.1
Parent Space Component Display Options
21.2.26.2
Parent Space Component Tag and XML
21.2.27
Print Preview
21.2.27.1
Print Preview Component Display Options
21.2.27.2
Print Preview Component Tag and XML
21.2.28
Privacy URL
21.2.28.1
Privacy URL Component Display Options
21.2.28.2
Privacy URL Component Tag and XML
21.2.29
RSS
21.2.29.1
RSS Component Display Options
21.2.29.2
RSS Component Tag and XML
21.2.30
Search
21.2.31
Self Registration
21.2.31.1
Self Registration Component Display Options
21.2.31.2
Self Registration Component Tag and XML
21.2.32
Share Resource
21.2.32.1
Share Resource Display Options
21.2.32.2
Share Resource Component Tag and XML
21.2.33
Spaces Switcher
21.2.33.1
Spaces Switcher Component Display Options
21.2.33.2
Spaces Switcher Component Tag and XML
21.2.34
Status Indicator
21.2.34.1
Status Indicator Component Display Options
21.2.34.2
Status Indicator Component Tag and XML
21.2.35
Subscription Preferences
21.2.35.1
Subscription Preferences Component Display Options
21.2.35.2
Subscription Preferences Component Tag and XML
21.2.36
Tags
21.2.36.1
Tags Component Display Options
21.2.36.2
Tags Component Tag and XML
21.2.37
User Preferences
21.2.37.1
User Preferences Component Display Options
21.2.37.2
User Preferences Component Tag and XML
21.3
Deleting Spaces Components
21.3.1
Removing Spaces Components from a Resource Catalog
21.3.2
Removing a Spaces Component from a Template
21.3.3
Removing a Spaces Component from a Page
22
Wiring Pages, Task Flows, Portlets, and UI Components
22.1
What You Should Know About Parameter and Event Wiring
22.2
Wiring One Component to Another
22.2.1
Wiring a Task Flow to a Task Flow
22.2.2
Wiring a Portlet to a Portlet
22.2.3
Wiring a Portlet to a Task Flow
22.2.4
Wiring a Task Flow to a Portlet
22.2.5
Wiring a UI Component to a Task Flow
22.3
Wiring Components and Page Parameters
22.3.1
Creating Page Parameters
22.3.2
Consuming Page Parameters
22.4
Passing Parameter Values Through the Page URL
Part VI Securing Your Portal
23
Understanding Security
23.1
Introduction to Security in Spaces
23.2
Understanding Users
23.3
Understanding Application Roles and Permissions
23.3.1
Understanding Application Roles
23.3.1.1
Default Application Roles
23.3.1.2
Custom Application Roles
23.3.2
Understanding Application Permissions
23.3.2.1
Understanding the Default Permissions
23.3.2.2
Understanding Discussion Server Role Mapping
23.3.2.3
Understanding Enterprise Group Role Mapping
23.4
Understanding Roles and Permissions within a Space
23.5
Understanding Self-Registration
24
Managing Users, Roles, and Permissions
24.1
Managing Users
24.1.1
What You Need to Know About Managing Users
24.1.2
Assigning Users (and Groups) to Roles
24.1.3
Assigning a User to a Different Role
24.1.4
Giving a User Administrative Privileges
24.1.5
Revoking Application Roles
24.1.6
Adding or Removing Users
24.2
Managing Application Roles and Permissions
24.2.1
What You Need to Know About Application Roles and Permissions
24.2.2
Defining Application Roles
24.2.3
Modifying Application Role Permissions
24.2.4
Granting Permissions to the Public-User Role
24.2.5
Granting Permissions to the Authenticated-User Role
24.2.6
Deleting Application Roles
24.3
Troubleshooting Issues with Users and Roles
25
Enabling Self-Registration
25.1
What You Should Know About Self Registration
25.2
Enabling Anyone to Self-Register
25.3
Enabling Self-Registration By Invitation-Only
26
Securing Pages and Components
26.1
Setting Access on a Page Through Page Properties
26.2
Setting Access on a Page Component
Part VII Working with Multilanguage Portals
27
Working with Multilanguage Portals
27.1
What You Should Know About Languages in Spaces
27.1.1
Display Language Precedence
27.1.2
Languages Supported Out-of-the-Box by Spaces
27.2
Configuring Language Options
27.3
Enabling Users to Choose a Language
27.3.1
Adding a Change Language Task Flow to a Page
27.3.2
Setting Change Language Task Flow Properties
27.3.2.1
What You Should Know About the Change Language Task Flow Properties
27.3.2.2
Change Language Task Flow Parameters
Part VIII Creating and Managing Portlets and Task Flows at Runtime
28
Understanding Portlet Basics
28.1
What Is a Portlet?
28.2
What Does a Portlet Look Like?
28.3
What Can I Do with Portlets?
28.4
What Kinds of Portlets Can I Use?
28.4.1
Prebuilt Portlets
28.4.2
JSF Portlets
28.4.3
Programmatic Portlets
28.4.4
OmniPortlet
28.4.5
Web Clipping Portlet
28.4.6
Parameter Form and Parameter Display Portlets
29
Creating Business Mashups
29.1
Introducing Business Mashups
29.1.1
Supported Data Controls
29.1.1.1
SQL Data Controls
29.1.1.2
Web Service Data Controls
29.1.2
Supported Visualizations
29.1.2.1
Table
29.1.2.2
Form
29.1.2.3
Graph
29.1.2.4
Button or Link
29.1.2.5
Text or Label
29.2
Creating and Managing Data Controls
29.2.1
Creating a SQL Data Control
29.2.1.1
Prerequisites When Using a DB2 or SQL Server Database
29.2.1.2
Creating a Database Connection
29.2.1.3
Creating the Data Control
29.2.2
Creating a Web Service Data Control
29.2.3
Managing Data Controls
29.2.3.1
What You Should Know About Editing or Deleting a Data Control
29.2.3.2
Showing or Hiding a Data Control in the Resource Catalog
29.2.3.3
Copying Data Controls
29.2.3.4
Editing Data Controls
29.2.3.5
Editing Data Control Bind Variables
29.2.3.6
Setting Properties on a Data Control
29.2.3.7
Setting Security on a Data Control
29.2.3.8
Deleting Data Controls
29.2.4
Using Design-Time Data Controls
29.2.5
Exporting and Importing Data Controls Across Spaces
29.2.5.1
Steps You Must Perform After an Import
29.3
Creating and Managing Task Flows
29.3.1
Creating a Task Flow
29.3.2
Managing Task Flows
29.3.2.1
Showing or Hiding a Task Flow in the Resource Catalog
29.3.2.2
Copying a Task Flow
29.3.2.3
Editing a Task Flow
29.3.2.3.1
Editing a Task Flow in Composer
29.3.2.3.2
Editing a Task Flow's Source Files in a Text Editor
29.3.2.4
Previewing a Task Flow
29.3.2.5
Setting Properties on a Task Flow
29.3.2.6
Setting Security on a Task Flow
29.3.2.7
Deleting a Task Flow
29.3.2.8
Using JDeveloper to Modify a Task Flow
29.3.3
Using Task Flows Created at Design Time
29.3.4
Managing Mashup Styles
29.3.4.1
Out-of-the-Box Mashup Styles
29.3.4.2
Copying a Mashup Style
29.3.4.3
Showing or Hiding a Mashup Style in the Create Task Flow Dialog
29.3.4.4
Editing a Mashup Style
29.3.4.5
Previewing a Mashup Style
29.3.4.6
Setting Properties on a Mashup Style
29.3.4.7
Setting Security on a Mashup Style
29.3.4.8
Deleting a Mashup Style
29.3.4.9
Using JDeveloper to Build Your Mashup Style
29.4
Creating Data Visualizations
29.4.1
Consuming a Data Control in a Task Flow
29.4.1.1
Adding a Data Control as a Table
29.4.1.1.1
Adding a Data Control as a Read-Only Table
29.4.1.1.2
Adding a Data Control as an Editable Table
29.4.1.1.3
Adding a Web Services Data Control Accessor with Complex Parameters
29.4.1.2
Adding a Data Control as a Form
29.4.1.3
Adding a Data Control as a Graph
29.4.2
Creating Task Flow Parameters
29.4.3
Binding Data Control Parameters to Task Flow Parameters
29.4.4
Wiring a Data Control to a Parameter Form Task Flow
29.4.5
Consuming Task Flows that Contain Visualizations
29.4.6
Editing Visualizations
29.4.6.1
Editing Parameter Values for a Data Control Visualization
29.4.6.2
Customizing a Table
29.4.6.3
Customizing a Graph
29.4.7
Writing to a Data Source from a Visualization
29.4.7.1
Querying the Data Source
29.4.7.2
Updating Records in the Data Source
29.5
Business Mashup Examples
30
Working with OmniPortlet
30.1
What You Should Know About OmniPortlet
30.2
Working with the OmniPortlet Wizard
30.2.1
Adding an OmniPortlet Instance to a Page
30.2.2
Accessing the OmniPortlet Wizard
30.2.3
Selecting the Data Source Type
30.2.4
Identifying the Data Source
30.2.4.1
Proxy Authentication
30.2.4.2
Connection and Portlet Parameters
30.2.4.3
Spreadsheet
30.2.4.4
SQL
30.2.4.5
XML
30.2.4.6
Web Service
30.2.4.7
Web Page
30.2.5
Setting Filtering Options
30.2.6
Setting View Options
30.2.7
Setting Layout Options
30.2.7.1
Tabular Layout
30.2.7.2
Chart Layout
30.2.7.3
News Layout
30.2.7.4
Bullet Layout
30.2.7.5
Form Layout
30.2.7.6
HTML Layout
30.2.7.7
Parameter Form Layout
30.2.8
Customizing Your OmniPortlet
30.3
Working with OmniPortlet Parameters
30.4
Setting OmniPortlet Properties
30.4.1
What You Should Know About OmniPortlet Properties
30.4.2
OmniPortlet Properties
30.5
Troubleshooting OmniPortlet
31
Working with the Web Clipping Portlet
31.1
What You Should Know About Web Clipping
31.2
Working with the Web Clipping Portlet
31.2.1
Adding a Web Clipping Portlet to a Page
31.2.2
Clipping Content for Display in the Web Clipping Portlet
31.2.3
Adding a Web Clipping That Users Can Personalize
31.2.3.1
Selecting a Clipping from OTN
31.2.3.2
Parameterizing a Web Clipping Portlet
31.2.3.3
Personalizing a Web Clipping Portlet
31.3
Setting Web Clipping Portlet Properties
31.3.1
What You Should Know About Web Clipping Portlet Properties
31.3.2
Web Clipping Portlet Properties
31.4
Current Limitations of Web Clipping
31.5
Troubleshooting Web Clipping
Part IX Organizing Your Collaborative and Social Networking Environment
32
Exploring the Home Space
32.1
What You Can Do In the Home Space
32.2
Registering Yourself with WebCenter Portal: Spaces
32.3
Accessing the Home Space
32.4
Working with Pages in the Home Space
32.5
Setting Page Creation Defaults for Personal Pages
32.6
Exposing a Space Page in Your View of the Home Space
32.7
Previewing and Printing an Application Page
32.8
Viewing Your Personal Profile Gallery
32.9
Accessing WebCenter Portal: Spaces Online Help
33
Managing Your Profile
33.1
What You Should Know About Profile
33.2
Specifying a Management Chain for Organization View
33.3
Setting Profile Preferences
33.4
Adding a Profile Task Flow to a Page
33.5
Viewing and Editing Personal Profiles
33.5.1
Viewing Profile Details
33.5.2
Editing Your Personal Profile
33.5.3
Uploading and Updating a Personal Profile Picture
33.6
Setting Profile Task Flow Properties
33.6.1
What You Should Know About Profile Task Flow Properties
33.6.2
Profile Task Flow Parameters
33.6.3
Using Properties to Configure a Profile Task Flow Instance
33.6.3.1
Change Profile Photo in Profile - Snapshot Task Flow
33.6.3.2
Post a Status Update
33.6.3.3
Expose Additional Controls in Organization View
33.6.3.4
Enable Continuous Edits of Profile Details
33.6.3.5
Setting Size of Profile Images in Profile - Snapshot Task Flow
33.6.3.6
Exposing Navigational Breadcrumbs in Profile - Snapshot
33.6.3.7
Enabling Section-By-Section Profile Editing
34
Creating Your Social Network
34.1
What You Should Know About Connections
34.2
Setting Connections Preferences
34.3
Adding a Connections Task Flow to a Page
34.4
Setting Up Your Social Network
34.4.1
Viewing Your Connections
34.4.1.1
Viewing Your Connections
34.4.1.2
Searching Through Your Connections
34.4.2
Inviting Others to Connect
34.4.3
Viewing Invitations to Connect
34.4.3.1
Viewing Invitations You Have Sent
34.4.3.2
Viewing Invitations You Have Received
34.4.4
Responding to Invitations to Be a Connection
34.4.5
Creating and Managing Connections Lists
34.4.5.1
Creating a Connections List
34.4.5.2
Adding a Connection to a List
34.4.5.3
Removing a Connection from a List
34.4.5.4
Deleting a Connections List
34.4.6
Removing a Connection
34.5
Setting Connections Task Flow Properties
34.5.1
What You Should Know About Connections Task Flow Properties
34.5.2
Connections Task Flow Parameters
34.5.3
Using Properties to Configure a Connections Task Flow Instance
34.5.3.1
Adding a Remove Button to Connections - Card
34.5.3.2
Restricting Connections Displayed to Those on a Named List
34.5.3.3
Specifying an Initial View for a Connections Task Flow Instance
34.5.3.4
Limiting the Number of Displayed Connections
34.5.3.5
Specifying Numbers of Rows and Columns
34.5.3.6
Applying a Filter to a Connections - Card Task Flow Instance
34.5.3.7
Selecting a Display Format for a Connections - Card Task Flow Instance
34.5.3.8
Invoking a Profile Popup from a Connections - Card Task Flow Instance
35
Tracking Your Connections' Activities
35.1
What You Should Know About Activity Stream
35.2
Setting Activity Stream Preferences
35.3
Adding an Activity Stream Task Flow to a Page
35.4
Working with Activity Stream Task Flows
35.4.1
Selecting the People to Stream in an Activity Stream Instance
35.4.2
Selecting the Spaces to Stream in an Activity Stream Instance
35.4.3
Selecting the Services to Stream in an Activity Stream Instance
35.4.4
Hiding and Showing the Activities of a Selected User
35.4.4.1
Hiding the Activities of a Selected User
35.4.4.2
Showing the Activities of a Hidden User
35.4.5
Hiding and Showing the Activities of a Selected Space
35.4.5.1
Hiding the Activities of a Selected Space
35.4.5.2
Showing the Activities of a Hidden Space
35.4.6
Liking and Commenting On Activity Stream Items
35.4.7
Sharing Files and other Objects Through an Activity Stream Item
35.5
Setting Activity Stream Task Flow Properties
35.5.1
What You Should Know About Activity Stream Task Flow Properties
35.5.2
Activity Stream Task Flow Parameters
35.5.3
Using an Advanced Query to Filter Activity Stream Items
35.5.3.1
What You Should Know About the Activity Stream Advanced Query Option
35.5.3.2
Entering an Advanced Query Against an Activity Stream Task Flow Instance
35.5.4
Using Properties to Configure an Activity Stream Task Flow Instance
35.5.4.1
Preventing Users from Customizing an Activity Stream
35.5.4.2
Hiding File Previews in Streamed Items
35.5.4.3
Preventing Users from Commenting on Streamed Items
35.5.4.4
Preventing Users from Liking Streamed Items
35.5.4.5
Preventing Users from Sharing Streamed Items
35.5.4.6
Limiting the Stream to Activities from One or More Spaces
35.5.4.7
Limiting the Stream to One or More Services
35.5.4.8
Limiting the Stream to Your Own Activities
36
Posting and Managing Messages and Feedback
36.1
What You Should Know About Message Board and Feedback
36.1.1
What You Should Know About Message Board
36.1.2
What You Should Know About Feedback
36.2
Setting Message Board and Feedback Preferences
36.2.1
Setting Message Board Preferences
36.2.2
Setting Feedback Preferences
36.3
Enabling Other Users to Post Messages and Feedback for You
36.4
Working with Message Board and Feedback Task Flows
36.4.1
Working with Message Board Task Flows
36.4.1.1
Viewing Messages
36.4.1.1.1
Viewing Messages Others Have Left for You
36.4.1.1.2
Viewing Messages Others Have Received
36.4.1.1.3
Viewing Messages Sent to a Selected space
36.4.1.2
Posting Messages
36.4.1.2.1
Posting a Message to all of Your Connections
36.4.1.2.2
Posting a Message Scoped to a Selected space
36.4.1.2.3
Posting a Private Message
36.4.1.2.4
Sharing a Private Message
36.4.1.2.5
Attaching a File or URL to a Message Board Message
36.4.1.3
Editing Message Board Messages
36.4.1.4
Sorting and Filtering Message Board Messages
36.4.1.5
Hiding Messages in Your View of Message Board
36.4.1.6
Showing Hidden Messages
36.4.1.7
Deleting Message Board Messages
36.4.2
Working with Feedback Task Flows
36.4.2.1
Viewing Feedback
36.4.2.1.1
Viewing Feedback You Have Posted or Received
36.4.2.1.2
Sorting and Filtering Feedback Posts
36.4.2.1.3
Hiding Feedback in Your Own View
36.4.2.1.4
Showing Hidden Feedback
36.4.2.1.5
Marking Feedback Received as Private
36.4.2.2
Posting Feedback
36.4.2.3
Deleting Feedback
36.5
Setting Message Board and Feedback Task Flow Properties
36.5.1
What You Should Know About Message Board and Feedback Task Flow Properties
36.5.2
Message Board and Feedback Task Flow Parameters
36.5.3
Using Parameters to Configure Message Board and Feedback Task Flow Instances
36.5.3.1
Hiding Action Links and Icons on a Task Flow Instance
36.5.3.2
Limiting the Number of Messages and Feedback Posts Shown
36.5.3.3
Limiting the Length of Posts in a Feedback - Quick View Task Flow
36.5.3.4
Preventing Users from Adding Messages to a Message Board
36.5.3.5
Hiding the Feedback You Have Left for Others
36.5.3.6
Scoping the Display of Messages to a Named Space
36.5.3.7
Specifying the Date Range of Shown Messages and Feedback
37
Liking, Commenting On, and Sharing Objects
37.1
Liking and Unliking Application Objects
37.2
Commenting on Application Objects
37.3
Sharing Files, URLs, and Streamed Items with Other Users
37.3.1
What You Should Know About Sharing
37.3.2
Sharing Streamed Items with a Wider Audience
37.3.2.1
Reposting Streamed Items
37.3.2.2
Emailing Streamed Items
37.3.3
Sharing Items, Files, and URLs Through the Publisher Task Flow
37.3.3.1
What You Should Know About the Publisher Task Flow
37.3.3.2
Selecting the Recipients of a Published Message
37.3.3.3
Sharing Files Through the Publisher Task Flow
37.3.3.4
Sharing Links Through the Publisher Task Flow
37.3.3.5
Setting Publisher Task Flow Properties
37.3.3.5.1
What You Should Know About Publisher Task Flow Properties
37.3.3.5.2
Publisher Task Flow Parameters
37.3.3.5.3
Prohibiting File Uploads Through a Publisher Task Flow Instance
37.3.3.5.4
Limiting the Scope of Recipients
37.3.3.5.5
Using the Publisher as a Profile Status Updater
37.3.3.5.6
Using the Publisher as a File Uploader
38
Setting Your Personal Preferences
38.1
Accessing the Preferences Dialog
38.2
Choosing Your Preferred Display Language
38.3
Setting Date and Time Preferences
38.4
Setting Your Accessibility Options
38.4.1
What You Should Know about Application Accessibility Options
38.4.2
Applying Accessibility Options
38.5
Changing the Home Space Look and Feel in Your View
38.6
Changing Your Application Password
38.7
Providing Login Information for External Applications
39
Setting Up Your Personal Subscriptions and Notifications
39.1
What You Should Know About Subscriptions and Notifications
39.2
Establishing and Managing Your Messaging Channels and Filters
39.2.1
Accessing Messaging Configuration Settings
39.2.2
Establishing a Messaging Channel
39.2.3
Editing a Messaging Channel
39.2.4
Deleting a Messaging Channel
39.2.5
Creating and Applying Messaging Filters
39.2.6
Editing Messaging Filters
39.2.7
Deleting Messaging Filters
39.3
Subscribing at the Application, Space, and Object Level
39.3.1
Setting Application-Level Subscriptions
39.3.2
Setting Space-Level Subscriptions
39.3.3
Setting Object-Level Subscriptions
39.3.3.1
Subscribing to a File
39.3.3.2
Subscribing to a Wiki Document
39.3.3.3
Subscribing to a Blog Entry
39.3.3.4
Subscribing to a Discussion Topic
39.4
Viewing and Cancelling Your Subscriptions
39.4.1
Viewing and Cancelling Application-Level Subscriptions
39.4.2
Viewing and Cancelling Space- and Object-Level Subscriptions
39.5
Working with Notifications Task Flows
39.5.1
What You Should Know About Notifications Task Flows
39.5.2
Adding Notifications Task Flows to a Page
39.5.3
Setting Notifications Task Flow Properties
39.5.3.1
What You Should Know About Notifications Task Flow Properties
39.5.3.2
Notifications Task Flow Parameters
39.5.3.3
Hiding Save and Refresh Actions on Subscription Preferences
39.5.3.4
Displaying Subscription Controls for One Space in Another
40
Creating and Managing Your Personal Favorites
40.1
What You Should Know About Favorites
40.2
Accessing the Favorites User Interface
40.3
Adding Favorites
40.4
Adding Favorites Folders
40.5
Managing Favorites
40.5.1
Adding a Favorite Using the Manage Favorites Dialog
40.5.2
Adding a Favorites Folder Using the Manage Favorites Dialog
40.5.3
Editing Favorites and Favorites Folders
40.5.4
Rearranging Favorites and Favorites Folders
40.5.5
Searching for Favorites
40.5.6
Deleting Favorites and Favorites Folders
Part X Working with Content
41
Introduction to Adding and Managing Content
41.1
What You Should Know About Adding and Managing Content
41.2
What You Should Know About Content Management Selections in the Resource Catalog
42
Publishing Content Using Content Presenter
42.1
What You Should Know About the Content Presenter Task Flow
42.1.1
Understanding Site Studio Integration
42.2
Adding a Content Presenter Task Flow to a Page
42.3
Displaying the Content Presenter Configuration Dialog
42.4
Selecting Content
42.4.1
Selecting a Single Content Item
42.4.2
Selecting the Contents of a Folder
42.4.3
Selecting Content Based on the Results of a Query
42.4.4
Selecting a List of Content Items
42.4.5
Selecting Content Based on the Results of a Scenario
42.5
Selecting a Display Template
42.6
Previewing the Results
42.7
Adding Links from Content to Navigation Nodes
42.8
Authoring Site Studio Content to Optimize Presentation in Content Presenter
42.8.1
Best Practices for Images
42.8.2
Best Practices for Defining Styles
42.8.3
Best Practices for JavaScript
42.9
Creating or Editing Site Studio Content in the Content Presenter Configuration Dialog
42.10
Creating and Editing Files In-Context in a Content Presenter Task Flow
42.10.1
Editing Wiki Documents or HTML Files In-Context
42.10.2
Editing Site Studio Files In-Context
42.10.3
Creating New Site Studio Content In-Context
42.10.4
Changing the Edit Mode Key Sequence
42.11
Approving and Rejecting Files in Workflow
42.12
Setting Content Presenter Task Flow Properties
42.12.1
What You Should Know About the Content Presenter Task Flow Properties
42.12.2
Content Presenter Task Flow Parameters
43
Working with the Documents Service Task Flows and Document Components
43.1
What You Should Know About the Documents Service Task Flows
43.1.1
Understanding the Document Explorer Task Flow
43.1.1.1
Changing the Document Explorer Task Flow Default Listing
43.1.2
Understanding the Document List Viewer Task Flow
43.1.2.1
Changing the Document List Viewer Task Flow Default Listing
43.1.3
Understanding the Document Manager Task Flow
43.1.3.1
Changing the Document Manager Task Flow Default Listing
43.1.4
Understanding the Document Navigator Task Flow
43.1.4.1
Changing the Document Navigator Task Flow Default Listing
43.1.5
Understanding the Folder Viewer Task Flow
43.1.5.1
Changing the Folder Viewer Task Flow Default Listing
43.1.6
Understanding the Recent Documents Task Flow
43.1.7
Understanding the Document Viewer Task Flow
43.1.8
Understanding the Document Mini Properties Task Flow
43.1.9
Understanding the Document Properties Task Flow
43.1.10
Understanding the Document Version History Task Flow
43.2
What You Should Know About Document Components
43.3
Adding a Selected Folder or File to a Page
43.4
Adding a Documents Service Task Flow to a Page
43.5
Understanding the Documents Service Task Flow Menus and Actions
43.5.1
Menus and Actions in the Documents Service Task Flows
43.5.1.1
File Menu
43.5.1.2
View Menu
43.5.1.3
New Wiki Document Action
43.5.1.4
Upload Action
43.5.1.5
Download Action
43.5.1.6
Folder Context Menu
43.5.1.7
File Context Menu
43.5.2
Menus and Actions in the Document Viewer Preview Pane or Window
43.5.2.1
File Menu in Document Viewer
43.5.2.2
View Menu in Document Viewer
43.5.2.3
Edit Action
43.5.2.4
Upload New Version Action
43.5.2.5
Download Action
43.6
Personalizing Your View of Documents
43.6.1
Hiding and Showing Columns
43.6.2
Reordering Columns
43.6.3
Sorting Files and Folders
43.7
Creating a Folder
43.8
Creating a File
43.8.1
Uploading Files
43.8.1.1
Uploading One or More Files without a Content Profile
43.8.1.1.1
Using the Default Upload Document Pane
43.8.1.1.2
Using the Multi-Description Upload Document Pane
43.8.1.2
Uploading a File with a Content Profile
43.8.2
Creating a Wiki Document
43.9
Opening a Folder
43.10
Opening a File
43.11
Using the Rich Text Editor (RTE)
43.11.1
About the Rich Text Editor Tabbed Panes
43.11.2
About the Rich Text Editor Toolbar
43.11.3
Working with Tables in the Rich Text Editor
43.11.3.1
Editing Table Cells in the Rich Text Editor
43.11.3.1.1
Editing Table Cell Properties in the Rich Text Editor
43.11.3.2
Editing Table Rows in the Rich Text Editor
43.11.3.3
Editing Table Columns in the Rich Text Editor
43.11.4
Using the Keyboard in the Rich Text Editor
43.12
Editing and Updating a File
43.12.1
Checking a File Out
43.12.2
Cancelling a Checked Out Status
43.12.3
Downloading a File
43.12.4
Editing Files In-Place
43.12.4.1
Opening a File Already Checked Out By Another User
43.12.5
Uploading a New Version of an Existing File
43.13
Renaming a Folder or File
43.13.1
Renaming a Folder or File Using a Menu
43.13.2
Renaming a File and Revising Its Description Through Properties
43.14
Copying and Pasting Folders and Files
43.15
Moving Folders and Files
43.16
Deleting Folders and Files
43.17
Refreshing Folder Contents
43.18
Hiding and Showing Folders
43.19
Viewing, Entering, and Deleting Comments on a File
43.20
Working with Tags
43.21
Viewing and Deleting File Version History
43.22
Viewing and Modifying Folder and File Properties
43.22.1
Working with Folder Properties
43.22.2
Working with File Properties
43.23
Setting Security Options on a Folder or File
43.24
Working with Links
43.25
Working with Recommendations
43.26
Opening or Saving PDF Files
43.27
Sharing the URL for a Folder or File
43.27.1
Retrieving the URL for a Folder or File
43.27.2
Mailing the URL for a Folder or File
43.27.3
Publishing the URL for a File to Activity Streams
43.28
Subscribing to a File
43.29
Liking and Unliking a File
43.30
Adding a Folder or File to Your Favorites
43.31
Searching for Documents
43.31.1
Running a Basic Document Search
43.31.2
Running an Advanced Document Search
43.32
Troubleshooting Documents Service Issues
43.32.1
Document Permissions Not Working in a Space
43.32.2
Document Permissions Not Granted When Creating a Space
44
Setting Documents Service Task Flow and Document Component Properties
44.1
What You Should Know About Documents Service Task Flow and Document Component Properties
44.2
Setting Document Explorer Task Flow Properties
44.2.1
Document Explorer Task Flow Parameters
44.3
Setting Document List Viewer Task Flow Properties
44.3.1
Document List Viewer Task Flow Parameters
44.4
Setting Document Manager Task Flow Properties
44.4.1
Document Manager Task Flow Parameters
44.5
Setting Document Navigator Task Flow Properties
44.5.1
Document Navigator Task Flow Parameters
44.6
Setting Folder Viewer Task Flow Properties
44.6.1
Folder Viewer Task Flow Parameters
44.7
Setting Recent Documents Task Flow Properties
44.7.1
Recent Documents Task Flow Parameters
44.8
Setting Document Viewer Task Flow Properties
44.8.1
Document Viewer Task Flow Parameters
44.9
Setting Document Mini Properties Task Flow Properties
44.9.1
Document Mini Properties Task Flow Parameters
44.10
Setting Document Properties Task Flow Properties
44.10.1
Document Properties Task Flow Parameters
44.11
Setting Document Version History Task Flow Properties
44.11.1
Document Version History Task Flow Parameters
44.12
Setting Document Link Component Properties
44.12.1
Document Link Component Display Options
44.13
Setting Document Inline Frame Component Properties
44.13.1
Document Inline Frame Component Display Options
44.14
Setting Document Image Component Properties
44.14.1
Document Image Component Display Options
45
Working with Workflow-Enabled Content
45.1
What You Should Know About Content Workflows
45.1.1
Understanding Workflow Types
45.1.2
Understanding Workflow Steps
45.1.3
Understanding Workflow Process
45.2
Assigning a Workflow to a Folder in a Space
45.3
Viewing Files in Workflow
45.3.1
Viewing Workflow Files in a Documents Service Task Flow
45.3.2
Viewing Workflow Files in a Content Presenter Task Flow
45.3.3
Viewing Workflow Files in a Workflow Queue
45.4
Viewing Workflow Status and File Information
45.4.1
Viewing Detailed Workflow Status
45.4.2
Viewing Content Information and Actions
45.5
Changing or Deleting a Workflow
45.6
Participating in a Workflow
45.6.1
Approving or Rejecting a File in Workflow
45.6.2
Working with a Rejected Revision
46
Creating and Managing Content at Runtime
47
Collaborating on Documents
47.1
Collaborating on Documents Using the Documents Service
47.2
Collaborating on Documents through Workflows
47.3
Collaborating on Documents Using Oracle AutoVue
48
Working with Microsoft Office and Explorer Integration
48.1
What You Should Know About Microsoft Office and Explorer Integration
48.1.1
Understanding Microsoft Office Word, PowerPoint, and Excel Integration
48.1.2
Understanding Microsoft Windows Explorer Integration
48.2
Configuring Microsoft Office Integration with Spaces
48.3
Working with Microsoft Word, PowerPoint, and Excel Integration
48.3.1
Creating a Space from a Microsoft Office Document
48.3.2
Opening and Editing a File
48.3.2.1
Opening a File Already Checked Out By Another User
48.3.3
Working with the Microsoft Office Task Pane
48.3.3.1
Displaying and Hiding the Microsoft Office Task Pane
48.3.3.1.1
Displaying or Hiding the Task Pane Manually
48.3.3.1.2
Displaying or Hiding the Task Pane By Default
48.3.3.2
Adding a File
48.3.3.2.1
Saving a File As a New File in a Space
48.3.3.2.2
Adding a New File Using the Task Pane
48.3.3.3
Adding a New Folder
48.3.3.4
Checking a File Out
48.3.3.4.1
Checking the Currently Open File Out Again After Checking It In
48.3.3.5
Checking a File In
48.3.3.6
Managing the Currently Open File
48.3.3.7
Managing Other Files in the Current Space
48.3.3.8
Managing Folders
48.3.3.9
Viewing Link Targets
48.3.3.10
Viewing Document Information
48.3.3.11
Working with File Version History
48.3.3.12
Adding Members to a Space
48.3.3.13
Sending a Message
48.3.3.13.1
Sending a Message to the Current User
48.3.3.13.2
Sending a Message to Your Connections
48.3.3.13.3
Sending a Message to Members of a Space
48.3.4
Closing a File
48.3.4.1
Closing a File After Checking It In
48.3.4.2
Closing a File Before Checking It In
48.3.4.2.1
Closing an Unchanged File
48.3.4.2.2
Closing an Updated File
48.4
Working with Microsoft Windows Explorer Integration
48.4.1
Adding a Space as a Network Place
48.4.2
Working with Files Using Windows Explorer
49
Working with Wiki Documents
49.1
Prerequisites for Enabling Wiki Functionality
49.2
What You Should Know About Wiki Documents
49.3
Permissions Required for Working with Wiki Documents
49.3.1
Permissions for Using the New Wiki Document Action
49.3.2
Permissions for Working with Wiki Pages
49.4
Creating a Wiki Document
49.4.1
Creating a Wiki Document Using the New Wiki Document Action
49.4.2
Creating a Wiki Document Using the Wiki Page Style
49.4.3
Creating a Wiki Document Within a Wiki Page
49.5
Editing a Wiki Document
49.6
Exposing an Existing Wiki Document
49.6.1
Exposing an Existing Wiki Document as a Wiki Page
49.6.2
Exposing an Existing Wiki Document Using Content Presenter
49.7
Managing Wiki Documents
50
Working with Blogs
50.1
Prerequisites for Enabling Blog Functionality
50.2
What You Should Know About Blogs
50.2.1
Understanding the Blog Task Flows
50.2.2
Understanding the Blog Page Style
50.3
Permissions Required for Working with Blogs
50.3.1
Permissions for Working with Blog Task Flows
50.3.2
Permissions for Working with a Blog Page
50.3.3
Permissions for Working with Blog Posts
50.4
Creating a Blog
50.4.1
Creating a Blog Using Blog Task Flows
50.4.2
Creating a Blog Using the Blog Page Style
50.5
Subscribing to a Blog
50.6
Setting Blog Properties
50.6.1
What You Should Know About Blog Properties
50.6.2
Setting Blog Archives Task Flow Properties
50.6.2.1
Blog Archives Task Flow Parameters
50.6.3
Setting Blog Banner Task Flow Properties
50.6.3.1
Blog Banner Task Flow Parameters
50.6.4
Setting Blog Main View Task Flow Properties
50.6.4.1
Blog Main View Task Flow Parameters
50.6.5
Setting Blog Viewer Task Flow Properties
50.6.5.1
Blog Viewer Task Flow Parameters
50.6.6
Setting Recent Posts Task Flow Properties
50.6.6.1
Recent Posts Task Flow Parameters
50.7
Working with Blog Posts
50.7.1
What You Should Know About Blog Posts
50.7.2
Creating a Blog Post
50.7.3
Viewing a Blog Post
50.7.4
Editing a Blog Post
50.7.5
Deleting a Blog Post
50.7.6
Managing Blog Posts
Part XI Planning and Building a Space
51
Understanding Space Basics
51.1
What You Should Know About Spaces
51.2
What Does a Space Look Like?
51.3
Interacting with Spaces Before Logging In (Public User)
51.4
Viewing and Accessing Available Spaces
51.5
Sending Mail to Space Members or Moderators
51.6
Viewing Information About a Space
51.7
Viewing Spaces Similar to the Current Space
51.8
Searching for a Space
51.9
Joining a Space
51.9.1
Joining a Space (Registered Spaces User)
51.9.2
Joining a Space (Unregistered Spaces User)
51.10
Searching in a Space
51.11
Working with Pages in a Space
51.11.1
Showing or Hiding Pages in Your View
51.11.2
Rearranging Page Order in Your View
51.11.3
Opening a Page
51.11.4
Customizing Your View of a Page
51.11.4.1
What You Should Know About User Customizations on a Page
51.11.4.2
Performing User Customizations on Your Page View
51.11.4.2.1
Rearranging Page Content
51.11.4.2.2
Removing Components from Your View of a Page
51.11.4.2.3
Resizing Components
51.11.4.2.4
Collapsing and Expanding Components
51.11.5
Removing All of Your User Customizations from a Page
51.11.6
Creating, Editing, and Managing a Page
51.12
Changing Your Role in a Space
51.13
Cancelling Your Space Membership
52
Working with Space Templates
52.1
What You Should Know About Space Templates
52.1.1
Understanding Out-of-the-Box Space Templates
52.1.2
Understanding Custom Space Templates
52.2
Creating a New Space Template
52.3
Managing Space Templates
52.3.1
Viewing Available Space Templates
52.3.2
Viewing Information About a Space Template
52.3.3
Searching for a Space Template
52.3.4
Renaming a Space Template
52.3.5
Setting Up Access to a Space Template
52.3.6
Publishing or Hiding Space Templates
52.3.7
Deleting Space Templates
53
Managing a Space
53.1
Who Is the Space Moderator?
53.2
Creating a New Space
53.3
Accessing Space Administration Pages
53.4
Managing General Administration Settings for a Space
53.4.1
Renaming a Space
53.4.2
Modifying the Description or Keywords for a Space
53.4.3
Taking a Space Offline
53.4.4
Bringing a Space Back Online
53.4.5
Closing or Reactivating a Space
53.4.6
Enabling or Disabling RSS News Feeds for a Space
53.4.7
Changing the Space Icon
53.4.8
Changing the Space Logo
53.4.9
Changing the Page Template for a Space
53.4.10
Changing the Skin for a Space
53.4.11
Changing the Resource Catalogs for Pages and the Page Template for a Space
53.4.12
Changing the Navigation for a Space
53.4.13
Displaying or Hiding a Page Footer in a Space
53.4.14
Customizing the Copyright Statement and Privacy URL
53.4.15
Setting a Space Display Language
53.4.16
Changing the Access to a Space
53.5
Managing Space Roles
53.6
Managing Space Members
53.7
Managing Space Pages
53.7.1
Setting Page Creation Defaults for a Page in a Space
53.7.2
Showing or Hiding Pages in a Space
53.7.3
Searching for Pages in a Space
53.7.4
Editing a Page in a Space
53.7.5
Removing All User Customizations from a Page in a Space
53.7.6
Copying a Page in a Space
53.7.7
Renaming a Page in a Space
53.7.8
Changing Access Permissions on a Page in a Space
53.7.9
Deleting a Page in a Space
53.7.10
Exposing a Space Page in the Home space
53.7.11
Sending a Link to a Page in a Space
53.7.12
Viewing Information About a Page in a Space
53.8
Managing Space Content
53.9
Managing Subspaces
53.10
Managing Space Services
53.10.1
Enabling and Disabling Services Available to a Space
53.10.2
Configuring the Mail Distribution List for a Space
53.10.3
Modifying Discussion Forum Settings for a Space
53.10.4
Publishing Space Mail in a Discussion Forum
53.10.5
Configuring a Shared Mail Connection for a Space
53.10.6
Creating and Managing Space Event Categories
53.11
Managing Space Resources
53.12
Defining Custom Attributes for a Space
53.13
Adding Wikis or Blogs to a Space
53.14
Making a Space Available
53.14.1
Publishing the Link to a Space
53.14.2
Changing a Space URL
53.14.3
Making a Space Known (Discoverable)
53.14.4
Granting Spaces Users Access to a Space
53.14.5
Granting Public Access to a Space
53.15
Working with the Space Task Flows
53.15.1
Adding a Space Task Flow to a Page
53.15.2
Setting Space Task Flow Properties
53.15.2.1
What You Should Know About the Spaces Task Flow Properties
53.15.2.2
Setting Space Members Task Flow Properties
53.15.2.3
Setting Spaces Browser Task Flow Properties
53.15.2.3.1
Spaces Browser Task Flow Parameters
53.16
Deleting a Space
54
Managing Space Members and Roles
54.1
Setting Up the Membership Policy for a Space
54.1.1
Managing Self-Service Membership for a Space
54.1.2
Managing Self-Service Membership Removal from a Space
54.2
Managing Roles and Permissions for a Space
54.2.1
What You Should Know About Roles and Permissions for a Space
54.2.1.1
Understanding the Default Roles for a Space
54.2.1.2
Understanding Permissions and Permission Models in a Space
54.2.1.3
Understanding Custom Roles in Spaces
54.2.2
Defining Custom Roles for a Space
54.2.3
Viewing and Editing Permissions of a Space Role
54.2.4
Using the Advanced Permission Model
54.2.5
Deleting Roles in a Space
54.3
Managing Members and Assigning Roles
54.3.1
What You Should Know About Space Membership
54.3.2
Viewing the Members of a Space
54.3.3
Composing Messages to New Members
54.3.4
Adding Members to a Space
54.3.4.1
Searching for a User or Group in the Identity Store
54.3.4.2
Adding Registered Users and Groups
54.3.4.3
Inviting a Registered User
54.3.4.4
Allowing a Registered User to Self-Subscribe
54.3.4.5
Inviting a Non-Registered User
54.3.5
Changing Member Role Assignments
54.3.6
Approving Requests for Membership of a Space
54.3.7
Communicating with Moderators and Members of a Space
54.3.7.1
Sending a Message from the Spaces Browser
54.3.7.2
Sending a Message from the Members Page
54.3.8
Revoking Membership to a Space
54.4
Working with the Members Task Flow
54.4.1
What You Should Know About the Members Task Flow
54.4.2
Managing Space Membership Through the Members Task Flow
54.4.3
Contacting All Space Members
54.4.4
Contacting Individual Members of a Space
54.4.5
Sorting Members
54.4.6
Filtering Members
54.4.7
Setting Members Task Flow Properties
54.4.7.1
What You Should Know About Members Task Flow Properties
54.4.7.2
Members Task Flow Parameters
55
Administering Spaces and Templates
55.1
What You Should Know About Administering Spaces and Templates
55.2
Performing Administrative Tasks for All Spaces
55.2.1
Viewing Information About Any Space
55.2.2
Taking Any Space Offline
55.2.3
Bringing Any Space Back Online
55.2.4
Closing Any Space
55.2.5
Activating Any Space
55.2.6
Deleting a Space
55.3
Performing Administrative Tasks for All Space Templates
55.3.1
What You Should Know About Managing Space Templates
55.3.2
Viewing Space Templates
55.3.3
Publishing and Hiding Space Templates
55.3.4
Deleting a Space Template
55.4
Enabling and Disabling Services
55.5
Importing and Exporting Spaces and Space Templates
55.5.1
Exporting Spaces
55.5.2
Importing Spaces
55.5.3
Exporting Space Templates
55.5.4
Importing Space Templates
55.6
Troubleshooting
55.6.1
Troubleshooting Spaces Workflows
55.6.1.1
Validating the SpacesWorkflow Configuration
55.6.1.2
Troubleshooting Issues with Spaces Workflows
55.6.2
Troubleshooting WebCenter Service Issues
55.6.3
Troubleshooting Issues with Space Import and Export
55.6.3.1
Space Blocked After Unsuccessful Export or Import
55.6.3.2
Page or Space Not Found Message After Import
55.6.3.3
Space Import Archive Exceeds Maximum Upload File Size
55.6.3.4
Maximum Number of Spaces Exceeded on Export
55.6.3.5
Lists Not Imported Properly
55.6.3.6
Importing from the Subspaces Page
55.6.3.7
Unable to Import a Space If the Source and Target Applications Share the Same Content Server
56
Working with a Space Hierarchy
56.1
What You Should Know About Space Hierarchies
56.2
Understanding Inheritance in Space Hierarchies
56.2.1
Inheriting Security
56.2.2
Inheriting Services
56.3
Creating a Subspace
56.4
Viewing a Space Hierarchy
56.4.1
Viewing Subspaces of a Parent Space
56.4.2
Viewing Parent Spaces of a Subspace
56.5
Creating a Custom Space Hierarchy Navigation
56.6
Moving a Subspace
56.7
Managing a Subspace
56.7.1
Modifying Inheritance Security Settings for a Subspace
Part XII Analyzing and Monitoring Your Portal
57
Analyzing Usage and Performance Metrics
57.1
What You Should Know About the Analytics Service
57.1.1
Understanding the Analytics Administration Page in Spaces
57.1.2
Understanding Analytics Task Flows in Spaces
57.1.2.1
WebCenter Traffic
57.1.2.2
Page Traffic
57.1.2.3
Login Metrics
57.1.2.4
Space Traffic
57.1.2.5
Space Response Time
57.1.2.6
Portlet Traffic
57.1.2.7
Portlet Instance Traffic
57.1.2.8
Portlet Response Time
57.1.2.9
Portlet Instance Response Time
57.1.2.10
Search Metrics
57.1.2.11
Document Metrics
57.1.2.12
Wiki Metrics
57.1.2.13
Blog Metrics
57.1.2.14
Discussion Forum Metrics
57.1.3
Access to Analytics Task Flows in Spaces
57.2
Working with Analytics Task Flows
57.2.1
Adding Analytics Task Flows to a Page
57.2.2
Customizing Analytics Reports
57.2.3
Personalizing Your Analytics Report View
57.2.3.1
Report Display Options
57.2.3.2
Query Options
57.3
Setting Analytics Task Flow Properties
57.3.1
What You Should Know About the Analytics Service Task Flow Properties
57.3.2
Analytics Service Task Flow Parameters
Part XIII Searching WebCenter and Other Sources
58
Working with the Search Service
58.1
What You Should Know About Searching in WebCenter Portal
58.1.1
Using the Oracle Secure Enterprise Search Adapter
58.1.2
Limitations with Search
58.2
Searching in Your Application
58.2.1
Running a Global Search
58.2.2
Refining the Display of Search Results
58.2.3
Saving Searches
58.2.3.1
Saving a Search
58.2.3.2
Running a Saved Search
58.2.3.3
Sharing a Saved Search in Spaces
58.2.3.4
Customizing a Saved Search
58.2.3.5
Deleting a Saved Search
58.3
Working with the Search Service Task Flows
58.4
Narrowing the Scope of Search
58.4.1
Searching Specific Services
58.4.2
Searching Specific Document Types
58.4.3
Searching Specific Spaces
58.5
Setting Individual Preferences for Search Results
58.5.1
Selecting the Services to Search
58.5.2
Specifying a Display Order for Search Results
58.6
Customizing Search Results with Attributes and Refiners
58.7
Setting Search Service Task Flow Properties
58.7.1
What You Should Know About the Search Service Task Flow Properties
58.7.2
How to Set Parameters to Narrow Searches
58.7.2.1
Editing the Search Task Flow in a Page Template
58.7.2.2
Editing the Search Task Flow in a Space
58.7.3
Search Service Task Flow Parameters
59
Working with the Tags Service
59.1
What You Should Know About the Tags Service
59.1.1
Understanding Tags
59.1.2
Understanding the Tag Center
59.2
Working with Tags Service Features and Task Flows
59.2.1
Adding a Tags Service Task Flow to a Page
59.2.2
Adding the Tags Icon to Pages
59.2.3
Tagging Application Pages
59.2.4
Tagging Application Documents
59.2.5
Working with Tags and Tagged Items in the Tags Task Flow
59.2.5.1
Viewing Tags and Tagged Items in the Tags Task Flow
59.2.5.2
Sorting Tags and Tagged Items
59.2.5.3
Filtering Tags and Tagged Items
59.2.5.4
Renaming a Tag from the Tags Task Flow
59.2.5.5
Deleting a Tag from the Tags Task Flow
59.2.6
Viewing Tags and Tagged Items in Search Results
59.2.7
Working with Tags and Tagged Items in the Tag Center
59.2.7.1
Opening the Tag Center
59.2.7.2
Selecting Different Views and Arrangements of Tags in the Tag Cloud
59.2.7.3
Selecting Different Views and Arrangements of Tagged Items
59.2.7.4
Refining the Display of Information in the Tag Center
59.2.7.5
Discovering Who Has Used a Tag in the Tag Center
59.2.8
Understanding the Tag Cloud and the Tag Selection Task Flows
59.2.9
Understanding the Similarly Tagged Items Task Flow
59.3
Setting Tags Service Task Flow Properties
59.3.1
What You Should Know About the Tags Service Task Flow Properties
59.3.2
Tags Service Task Flow Parameters
Part XIV Gathering Intelligence Based on Activities
60
Working with the Activity Graph Service
60.1
What You Should Know About the Activity Graph Service
60.2
Working with Activity Graph Service Task Flows
60.2.1
Adding an Activity Graph Service Task Flow to a Page
60.2.2
Working with the Recommended Connections Task Flow
60.2.2.1
Learning More About a Recommended Connection
60.2.2.2
Inviting a Recommended Connection to Connect with You
60.2.2.3
Removing a User from Your Recommended Connections
60.2.2.4
Setting the Number of Users to Display in the Recommended Connections Task Flow
60.2.2.5
Controlling Which Users to Include in the Recommended Connections Task Flow
60.2.3
Working with the Similar Spaces Task Flow
60.2.3.1
Learning More About a Suggested Space
60.2.3.2
Joining a Suggested Space
60.2.3.3
Removing a Space from the Task Flow
60.2.3.4
Setting the Number of Spaces to Display in the Similar Spaces Task Flow
60.2.3.5
Controlling Which Spaces to Include in the Similar Spaces Task Flow
60.2.4
Working with the Similar Items Task Flow
60.2.4.1
Populating the Similar Items Task Flow
60.2.4.2
Viewing a Suggested Item
60.2.4.3
Removing an Item from the Similar Items Task Flow
60.2.4.4
Setting the Number of Items to Display in the Similar Items Task Flow
60.2.4.5
Controlling Which Items to Include in the Similar Items Task Flow
60.3
Setting Activity Graph Service Task Flow Properties
60.3.1
What You Should Know About the Activity Graph Service Task Flow Properties
60.3.2
Activity Graph Service Task Flow Parameters
Part XV Services: Announcements through Links
61
Working with the Announcements Service
61.1
What You Should Know About the Announcements Service
61.2
Working with Announcements Service Task Flows
61.2.1
Adding an Announcements Service Task Flow to a Page
61.2.2
Working with the Announcements Task Flow
61.2.2.1
Viewing Announcements in the Announcements Task Flow
61.2.2.2
Adjusting Your View of the Announcements
61.2.2.3
Creating an Announcement
61.2.2.4
Editing Announcements
61.2.2.5
Deleting an Announcement
61.2.3
Working with the Announcements - Quick View Task Flow
61.2.3.1
Viewing Announcements in the Quick View Task Flow
61.2.3.2
Managing Announcements in the Quick View Task Flow
61.2.4
Sending Mail from an Announcement
61.2.5
Linking Announcements
61.3
Setting Announcements Service Task Flow Properties
61.3.1
What You Should Know About the Announcements Service Task Flow Properties
61.3.2
Announcements Service Task Flow Parameters
62
Working with the Discussions Service
62.1
What You Should Know About the Discussions Service
62.2
Working with Discussions Service Task Flows
62.2.1
Adding a Discussions Service Task Flow to a Page
62.2.2
Creating and Managing Forum Topics and Replies
62.2.2.1
Posting a New Forum Topic
62.2.2.2
Replying to Topic Posts
62.2.2.3
Viewing Topic Posts and Replies
62.2.2.4
Editing Topics and Replies
62.2.2.5
Deleting Topic Posts and Replies
62.2.2.6
Selecting the Number of Topics or Forums to Display
62.2.2.7
Switching Between Topic View Modes
62.2.3
Showing and Hiding Additional Discussion Forum Information
62.2.3.1
Showing or Hiding Information in the Forums - Quick View Task Flow
62.2.3.2
Showing or Hiding Information in the Popular Topics Task Flow
62.2.3.3
Showing or Hiding Information in the Recent Topics Task Flow
62.2.3.4
Showing or Hiding Information in the Watched Forums Task Flow
62.2.3.5
Showing or Hiding Information in the Watched Topics Task Flow
62.2.4
Watching Forums and Topics
62.2.4.1
Adding a Discussion Forum or Topic to Your Watch List
62.2.4.2
Removing a Discussion Forum or Topic from a Watch List
62.2.4.3
Viewing Watched Forums and Topics from the Quick View
62.2.5
Sending Mail from Discussion Topics
62.2.6
Creating a Discussion Forum
62.2.7
Editing the Forum Name and Description
62.3
Setting Discussions Service Task Flow Properties
62.3.1
What You Should Know About the Discussions Service Task Flow Properties
62.3.2
Discussions Service Task Flow Parameters
63
Working with the Events Service
63.1
What You Should Know About the Events Service
63.1.1
Calendar Overlaying
63.1.2
Where to View Events
63.1.3
Integration with Other Services
63.2
Working with Events Service Task Flows
63.2.1
Adding an Events Service Task Flow to a Page
63.2.2
Accessing Your Personal Events
63.2.3
Viewing Events
63.2.3.1
Displaying the Events Page for a Space
63.2.3.2
Using the Calendar Interface
63.2.3.3
Viewing Event Details
63.2.3.4
Filtering Events by Category
63.2.3.5
Setting Display Preferences
63.2.3.5.1
Setting the Calendar Start Time
63.2.3.5.2
Setting a Secondary Time Zone
63.2.3.5.3
Configuring List View
63.2.4
Scheduling Events
63.2.5
Revising Scheduled Events
63.2.6
Cancelling Scheduled Events
63.2.7
Displaying Multiple Calendars in a Single Task Flow
63.2.7.1
Enabling Calendar Overlaying
63.2.7.2
Displaying Additional Calendars
63.2.7.3
Editing Calendar Display Options
63.2.8
Subscribing to Events
63.3
Setting Events Service Task Flow Properties
63.3.1
What You Should Know About the Events Service Task Flow Properties
63.3.2
Events Task Flow Parameters
63.3.3
Events - Mini View Task Flow Parameters
64
Working with the Instant Messaging and Presence Service (IMP)
64.1
What You Should Know About the IMP Service
64.2
Identifying Your Preferred Instant Messaging Provider
64.3
Configuring Network Presence
64.4
Working with IMP Service Features
64.4.1
Viewing the Status of Other Users
64.4.2
Sending a Mail Message from the Presence Icon Menu
64.4.3
Sending an Instant Message from the Presence Icon Menu
65
Working with the Links Service
65.1
What You Should Know About the Links Service
65.2
Working with Links Service Features
65.2.1
Linking to Existing Objects
65.2.1.1
Opening the Links Dialog to Link to Existing Objects
65.2.1.2
Linking to an Existing Announcement
65.2.1.3
Linking to an Existing Discussion Forum Topic
65.2.1.4
Linking to an Existing Document
65.2.1.5
Linking to an Existing Event
65.2.2
Linking to New Objects
65.2.2.1
Opening the Links Dialog to Link to a New Object
65.2.2.2
Adding and Linking to a Discussion Forum Topic
65.2.2.3
Adding and Linking to a Document
65.2.2.4
Adding and Linking to an Event
65.2.2.5
Adding and Linking to a Note
65.2.2.6
Linking to a Web Page
65.2.3
Accessing Link Targets
65.2.4
Deleting a Link
65.2.5
Linking in the Rich Text Editor
Part XVI Services: Lists through Worklist
66
Working with the Lists Service
66.1
What You Should Know About the Lists Service
66.2
Working with Lists Service Features
66.2.1
Adding Lists to a Page
66.2.2
Viewing Lists
66.2.3
Creating and Managing Lists
66.2.3.1
Creating Lists
66.2.3.2
Editing List Structure
66.2.3.2.1
Renaming a List and Revising a List Description
66.2.3.2.2
Adding Columns to a List
66.2.3.2.3
Revising List Column Details
66.2.3.2.4
Rearranging List Columns on All Instances of a List
66.2.3.2.5
Deleting a List Column
66.2.3.3
Copying a List
66.2.3.4
Deleting Lists
66.2.4
Adding and Managing List Data
66.2.4.1
Adding Data of a Given Data Type to a List
66.2.4.1.1
Adding Data to a List
66.2.4.1.2
Adding Plain Text Data to a List
66.2.4.1.3
Adding Rich Text Data to a List
66.2.4.1.4
Adding DateTime Data to a List
66.2.4.1.5
Adding Picture Data to a List
66.2.4.1.6
Adding Person Data to a List
66.2.4.2
Editing List Data
66.2.4.3
Deleting List Rows
66.2.4.4
Refreshing List Data
66.2.5
Customizing Lists
66.2.5.1
Sorting List Data on a Column
66.2.5.1.1
Sorting List Data Using Column Icons
66.2.5.1.2
Performing an Advanced Sort of List Data
66.2.5.2
Resizing List Columns
66.2.5.3
Changing Column Order on a List Instance
66.2.5.4
Hiding and Showing List Columns
66.2.5.5
Freezing a Column Position
66.2.5.6
Wrapping Column Data
66.2.5.7
Applying Color Banding to List Rows
66.2.5.7.1
Applying Color Banding to Your Personal View of a List
66.2.5.7.2
Removing Personal Color Banding
66.2.5.7.3
Applying Color Banding to Everyone's View of a List Instance
66.2.5.7.4
Removing Color Banding from Everyone's View of a List
66.2.5.8
Filtering List Data
66.2.5.8.1
Applying an Ad Hoc Filter to a List Instance
66.2.5.8.2
Applying a Permanent, Personal Filter to a List Instance
66.2.5.8.3
Removing a Permanent, Personal List Filter
66.2.5.8.4
Applying Filters to Everyone's View of a List
66.2.5.8.5
Removing Filters from Everyone's View of a List
66.2.6
Sending a Link to a List to Other Users
66.2.7
Exporting a List and Importing a List from an Excel Spreadsheet
66.2.7.1
What You Should Know About Exporting and Importing Lists
66.2.7.2
Exporting a List to a Spreadsheet
66.2.7.3
Importing an Exported List
66.3
Setting List Viewer Task Flow Properties
66.3.1
What You Should Know About List Viewer Task Flow Properties
66.3.2
List Viewer Task Flow Parameters
67
Working with the Mail Service
67.1
What You Should Know About the Send Mail Feature
67.1.1
Configuring the Send Mail Feature
67.2
What You Should Know About the Mail Service
67.3
Selecting Your Preferred Mail Connection
67.4
Working with the Mail Service Task Flow
67.4.1
Adding the Mail Service Task Flow to a Page
67.4.2
Logging in to Mail
67.4.3
Personalizing Your View of the Mail Task Flow
67.4.4
Opening Mail Messages
67.4.5
Downloading Mail Attachments
67.4.6
Composing and Sending Mail Messages
67.4.7
Sending Mail with Attachments
67.4.8
Removing Attachments from the Add Attachment Window
67.4.9
Replying to and Forwarding Mail
67.4.10
Refreshing Mail
67.4.11
Deleting Mail
67.5
Setting Mail Service Task Flow Properties
67.5.1
What You Should Know About the Mail Service Task Flow Properties
67.5.2
Mail Service Task Flow Parameters
68
Working with the Notes Service
68.1
What You Should Know About the Notes Service
68.2
Working with the Notes Service Task Flow
68.2.1
Adding the Notes Service Task Flow to a Resource Catalog
68.2.2
Adding the Notes Service Task Flow to a Page
68.2.3
Creating a Note
68.2.4
Filtering and Clearing Filters on Notes
68.2.5
Editing Note Details
68.2.6
Refreshing Your View of Notes
68.2.7
Deleting Notes
68.3
Setting Notes Service Task Flow Properties
69
Working with the Polls Service
69.1
What You Should Know About the Polls Service
69.2
Working with Polls Service Task Flows
69.2.1
Adding a Polls Service Task Flow to a Page
69.2.2
Creating a Quick Poll
69.2.3
Taking Polls
69.2.4
Working with the Polls Manager
69.2.5
Viewing Poll Results
69.3
Setting Polls Service Task Flow Properties
69.3.1
What You Should Know About the Polls Service Task Flow Properties
69.3.2
Polls Service Task Flow Parameters
70
Working with the RSS Service
70.1
What You Should Know About the RSS Service
70.1.1
RSS Icon
70.1.2
RSS Manager
70.1.3
RSS Task Flow
70.2
Obtaining Service News Feeds
70.2.1
Obtaining the Recent Activities News Feed
70.2.1.1
Obtaining a Recent Activity News Feed URL from the RSS Manager
70.2.1.2
Obtaining a News Feed URL from the Recent Activity Task Flow
70.2.2
Obtaining the Discussion Forums News Feed
70.2.2.1
Obtaining a Discussion Forum News Feed from the RSS Manager
70.2.2.2
Obtaining a News Feed from the Discussions Page
70.2.2.3
Obtaining a News Feed from a Discussion Forums Task Flow
70.2.3
Obtaining List News Feeds
70.2.3.1
Obtaining a List News Feed from the RSS Manager
70.2.3.2
Obtaining a News Feed from the Lists Page
70.2.3.3
Obtaining a News Feed from a Lists Task Flow
70.2.4
Obtaining the Announcements News Feed
70.2.4.1
Obtaining an Announcements News Feed from the RSS Manager
70.2.4.2
Obtaining a News Feed from the Announcements Page
70.2.4.3
Obtaining a News Feed from the Announcements Task Flow
70.3
Working with the RSS Task Flow
70.3.1
Adding an RSS Service Task Flow to a Page
70.3.2
Refreshing an RSS Task Flow
70.3.3
Deleting an RSS Task Flow From the Page
70.3.4
Editing the Feed Location of an RSS Task Flow
70.4
Setting RSS Service Task Flow Properties
70.4.1
What You Should Know About the RSS Service Task Flow Properties
70.4.2
RSS Service Task Flow Parameters
71
Working with the Recent Activities Service
71.1
What You Should Know About the Recent Activities Service
71.2
Working with the Recent Activities Task Flow
71.2.1
Adding the Recent Activities Task Flow to a Custom Resource Catalog
71.2.2
Adding the Recent Activities Task Flow to a Page
71.2.3
Personalizing the Recent Activities Task Flow
71.2.4
Accessing Recently Acted-On Items
71.2.5
Refreshing the Recent Activities Task Flow
71.3
Setting Recent Activities Task Flow Properties
71.3.1
What You Should Know About the Recent Activities Task Flow Properties
71.3.2
Recent Activities Task Flow Parameters
72
Working with the Worklist Service
72.1
What You Should Know About the Worklist Service
72.2
Adding a Worklist Service Task Flow to a Page
72.3
Working with the Worklist Service Task Flow
72.3.1
Viewing and Responding to Worklist Items
72.3.2
Setting Messaging Preferences
72.3.3
Arranging Your Display of Worklist Items
72.4
Setting Worklist Service Task Flow Properties
Part XVII Appendices
A
Spaces User Interface URLs
A.1
User Interface URLs for Application Administration Pages
A.2
User Interface URLs for Business Role Pages and System Pages
A.3
User Interface URLs for User Profiles
A.4
User Interface URLs for Home Space Pages
A.5
User Interface URLs for Space Pages
B
Expression Language (EL) Expressions
B.1
Introducing the Expression Builder
B.2
Expression Language Example Use Case
B.3
Desupport of Freeform JPQL WHERE and SORT Clauses
B.4
Expression Language Expressions
B.4.1
Seeded Expressions in the Expression Builder
B.4.1.1
Application Info Seeded ELs
B.4.1.2
Page Info Seeded ELs
B.4.1.3
Page Parameter Seeded ELs
B.4.1.4
Resource Info Seeded ELs
B.4.1.5
Space Info Seeded ELs
B.4.1.6
Space Page Info Seeded Paths
B.4.1.7
System Seeded ELs
B.4.1.8
User Info Seeded ELs
B.4.1.9
WebCenter Events Seeded ELs
B.4.2
EL Expressions Relevant to the Spaces Application
B.4.3
EL Expressions Relevant to Application Security
B.4.3.1
Example: Restricting Access to Composer's Source View Using EL Expressions
B.4.4
EL Expressions Relevant to Application Navigation
B.4.4.1
Example: Using EL Expressions for Navigation
B.4.5
EL Expressions Relevant to Resources
B.4.5.1
Example: Using EL Expressions for Resources
B.4.6
EL Expressions Relevant to Specific Spaces
B.4.6.1
Example: Using EL Expressions for Various Spaces
B.4.7
EL Expressions Relevant to Specific Pages
B.4.8
EL Expressions Relevant to Composer
B.4.8.1
Example: Using EL Expressions for Composer
B.4.9
EL Expressions Relevant to Event Contexts
B.4.10
EL Expressions Relevant to Services
B.4.11
EL Expressions Relevant to the Personalization Conductor
B.4.12
EL Expressions Relevant to the Documents Service
B.4.13
EL Expressions Relevant to the People Connections Service
B.4.14
EL Expressions Relevant to User Preferences
B.4.14.1
Example: Using EL Expressions for User Preferences
B.4.15
Utilitarian EL Expressions
C
Business Mashup Examples
C.1
Creating Mashups with Data from the Analytics Service
C.1.1
Creating a Graph to Display Page Hits
C.1.2
Using a Parameterized Task Flow to Display a Graph of Page Hits in a Space
C.1.2.1
Creating the Page Hits Data Control
C.1.2.2
Creating a Custom Mashup Style with a Parameter to Specify the Space Name
C.1.2.3
Creating a Task Flow Using the Custom Mashup Style
C.1.2.4
Consuming the Data Control in the Task Flow
C.1.2.5
Testing the Parameter Wiring in the Task Flow
C.1.3
Creating a Graph to View Portal Site Traffic
C.1.4
Creating a Mashup with Two Task Flows in a Master-Detail Relationship
C.1.4.1
Creating the Master Data Control and Task Flow
C.1.4.2
Creating the Details Data Control and Task Flow
C.1.4.3
Wiring the Master and Details Task Flows
C.1.5
Creating a Table with Hyperlinks to Download Documents
C.1.5.1
Creating the Document Views Data Control
C.1.5.2
Creating a Custom Mashup Style with a Parameter to Specify the Space Name
C.1.5.3
Creating a Task Flow Using the Custom Mashup Style
C.1.5.4
Consuming the Data Control in the Task Flow
C.1.5.5
Testing the Parameter Wiring in the Task Flow
C.2
Creating a Mashup that Displays Employee Data from SQL Data Control
C.2.1
Creating the SQL Data Control
C.2.2
Adding the Data Control and Binding Task Flow Parameters to Data Control Parameters
C.2.3
Showing a Hidden Column in the Table
C.2.4
Adding the Data Control in a Parameter Form Task Flow
C.3
Creating a Mashup with Data from the Spaces MDS Repository
C.3.1
Creating the Data Control
C.3.2
Adding the Data Control as a Graph Inside a Task Flow
C.4
Creating a Mashup with Data from a Spaces Web Service Data Source
C.4.1
Creating a Mashup to List the Spaces in the Application
C.4.2
Creating a Mashup with a Form to Rename Spaces
C.5
Creating a Mashup with Data from a Siebel Data Source
C.5.1
Creating a Web Service Data Control
C.5.2
Adding a Data Control Method as a Table to a Task Flow
C.5.3
Querying the Data Source
C.5.4
Updating Data Source Records
C.6
Building and Using a Custom Mashup Style with Predefined Columns
C.6.1
Building the Custom Mashup Style
C.6.2
Creating a Task Flow Based on the Custom Style
C.7
Building and Using a Custom Mashup style with Date Fields
C.7.1
Building the Custom Mashup Style
C.7.2
Creating a Task Flow Based on the Custom Style
C.8
Creating a Mashup with a Graph That Is Wired to the Page Navigation
C.8.1
Creating the Page Hits Data Control
C.8.2
Consuming the Data Control in a Page with a Navigation Tree
C.9
Creating a Mashup with a Graph that Is Wired to the Inherited Page Navigation
C.9.1
Creating the Page Hits Data Control
C.9.2
Consuming the Page Hits Data Control
C.9.3
Creating and Applying a Custom Page Template
C.9.4
Testing the Wiring Between the Page Hits Graph and the Inherited Navigation
C.10
Creating a Master-Detail Mashup that Contains a Google Maps Task Flow
C.10.1
Creating the Data Control
C.10.2
Creating the Details Task Flow
C.10.3
Creating the Master Task Flow
C.10.4
Wiring the Master and Details Task Flows
C.11
Creating a Mashup with a Customized RSS Feed OmniPortlet
C.11.1
Creating a Task Flow with an OmniPortlet
C.11.2
Testing the Task Flow
C.11.3
Sharing the Task Flow with the Customized Portlet
Glossary
Index
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