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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
Who's Who
Knowledge Worker
Application Specialist
Web Developer
Developer
System Administrator
Part I Getting Started
1
Introduction to WebCenter Portal
1.1
About This Guide
1.2
WebCenter Portal Concepts
1.2.1
What Is Oracle WebCenter Portal?
1.2.2
What Is a Portal?
1.2.3
What Is the Home Portal?
1.2.4
What Are Pages?
1.2.5
What Are Portal Components?
1.2.6
What Are Portal Tools and Services?
1.3
Basic WebCenter Portal Tasks
1.3.1
Getting Started
1.3.2
Working with Portals and Pages
1.3.3
Connecting and Collaborating with Other Users
1.3.4
Adding Content to a Portal
1.3.5
Staying Informed
1.3.6
Staying Organized
2
Exploring WebCenter Portal
2.1
Registering Yourself with WebCenter Portal
2.2
Working In the Portal Browser
2.3
Searching WebCenter Portal
2.4
Saving Favorite Web Pages
2.5
Working with Your Profile
2.6
Setting Preferences
2.7
Accessing WebCenter Portal Online Help
3
Searching for Information
3.1
About Searching in WebCenter Portal
3.2
Searching Using Facet Support
3.2.1
Running a Global Search (Using Facet Support)
3.2.2
Running Faceted Searches to Narrow Results
3.2.3
Running Filtered Searches to Narrow Results
3.2.4
Running Sorted Searches to Narrow Results
3.3
Searching Without Using Facet Support
3.3.1
Running a Global Search (Without Facet Support)
3.3.2
Using Refiners to Narrow Search Results
3.3.3
Saving Searches
3.3.3.1
Saving a Search
3.3.3.2
Running a Saved Search
3.3.3.3
Sharing a Saved Search
3.3.3.4
Customizing a Saved Search
3.3.3.5
Deleting a Saved Search
3.3.4
Setting Individual Preferences for Search Results
3.3.4.1
Selecting the Tools and Services to Search
3.3.4.2
Specifying a Display Order for Search Results
3.4
Limitations with Search
4
Managing Your Profile
4.1
About Profiles
4.2
Viewing a Profile
4.2.1
Profile Popup
4.2.2
Profile Page
4.2.3
Organization View
4.2.4
Profile
4.2.5
Profile Gallery
4.2.6
Profile Snapshot
4.3
Editing Your Profile
4.3.1
Uploading and Updating a Personal Profile Picture
4.4
Setting Profile Preferences
5
Setting Your Personal Preferences
5.1
Accessing the Preferences Pages
5.2
Choosing Your Preferred Display Language
5.3
Setting Date and Time Preferences
5.4
Setting Your Accessibility Options
5.4.1
About Application Accessibility Options
5.4.1.1
Submenu Items
5.4.1.2
Unlabeled UI Objects
5.4.1.3
Add Resources
5.4.2
Applying Accessibility Options
5.5
Changing the Look and Feel of Your View
5.6
Changing Your Application Password
5.7
Providing Login Information for External Applications
6
Using WebCenter Portal Impersonation
6.1
About WebCenter Portal Impersonation
6.2
Allowing an Impersonation Session
6.3
Initiating an Impersonation Session
6.3.1
Initiating an Impersonation Session Using the Impersonation Preferences Page
6.3.2
Initiating an Impersonation Session Using a Hot Key
6.4
Troubleshooting
6.4.1
Clicking Switch User Produces an Error
6.4.2
Clicking Stop Impersonation Produces an Error
Part II Working with Portals and Pages
7
Working In the Home Portal
7.1
About the Home Portal
7.2
How do I access the Home portal?
7.3
What You Can Do In the Home Portal
7.4
Opening a Page in the Home Portal
7.5
Customizing Your View of a Page in the Home Portal
7.5.1
About User Customizations on a Page
7.5.2
Rearranging Page Content
7.5.3
Removing Components from Your View of a Page
7.5.4
Resizing Components
7.5.5
Collapsing and Expanding Components
7.6
Resetting All of Your User Customizations on a Page in the Home Portal
7.7
Rearranging Page Order in the Home Portal
7.8
Showing or Hiding Pages in Your View of the Home Portal
8
Creating and Managing Personal Pages
8.1
About Personal Pages
8.2
Creating a Personal Page in the Home Portal
8.2.1
Setting Page Creation Defaults for Personal Pages
8.2.2
Creating a Personal Page
8.3
Changing the Layout of a Personal Page
8.4
Changing Display Options for a Personal Page
8.5
Adding or Modifying Parameters for a Personal Page
8.6
Managing Your Personal Pages
8.7
Setting Security for a Personal Page
8.7.1
Accessing Personal Page Security Using the Page Properties Dialog
8.7.2
Accessing Personal Page Security Using the Set Page Access Dialog
8.7.3
Setting Personal Page Security
8.8
Editing a Personal Page
8.9
Editing the Source of a Personal Page
8.10
Copying a Personal Page
8.11
Renaming a Personal Page
8.12
Sending Mail with a Link to a Personal Page
8.13
Viewing Information About a Personal Page
8.14
Deleting a Personal Page
9
Exploring Portals
9.1
About Portals
9.2
Interacting with Portals Before Logging In (Public User)
9.3
Viewing and Accessing Available Portals
9.4
Sending Mail to Portal Members or Managers
9.5
Viewing Information About a Portal
9.6
Publishing the Link to a Portal
9.7
Searching for a Portal
9.8
Joining a Portal
9.8.1
Joining a Portal (Registered WebCenter Portal User)
9.8.2
Joining a Portal (Unregistered WebCenter Portal User)
9.9
Searching in a Portal
9.10
Working with Pages in a Portal
9.10.1
Viewing a Page in a Portal
9.10.2
Creating, Editing, and Managing a Page in a Portal
9.11
Changing Your Role in a Portal
9.12
Cancelling Your Portal Membership
Part III Connecting and Collaborating with Other Users
10
Managing Your Contacts
10.1
About Connections
10.2
Setting Connections Preferences
10.3
Viewing Another User's Profile
10.4
Viewing Connections
10.4.1
Viewing Your Connections
10.4.2
Searching Through Your Connections
10.5
Adding Contacts
10.5.1
Inviting Others to Connect
10.5.2
Viewing Invitations to Connect
10.5.2.1
Viewing Invitations You Have Sent
10.5.2.2
Viewing Invitations You Have Received
10.5.3
Responding to Invitations to Be a Connection
10.6
Removing Contacts
10.7
Creating and Managing Groups of Contacts
10.7.1
Creating a Connections List
10.7.2
Adding a Connection to a List
10.7.3
Removing a Connection from a List
10.7.4
Deleting a Connections List
11
Using Instant Messaging and Presence Viewer
11.1
About Instant Messaging and Presence
11.2
Identifying Your Preferred Instant Messaging Provider
11.3
Configuring Network Presence
11.4
Working with IMP Features
11.4.1
Viewing the Status of Other Users
11.4.2
Sending a Mail Message from the Presence Icon Menu
11.4.3
Sending an Instant Message from the Presence Icon Menu
12
Sending and Viewing Mail
12.1
About the Send Mail Feature
12.1.1
Configuring the Send Mail Feature
12.2
About Mail in WebCenter Portal
12.3
Selecting Your Preferred Mail Connection
12.4
Working with Mail
12.4.1
Logging in to Mail
12.4.2
Personalizing Your View of Mail
12.4.3
Opening Mail Messages
12.4.4
Downloading Mail Attachments
12.4.5
Composing and Sending Mail Messages
12.4.6
Sending Mail with Attachments
12.4.7
Removing Attachments from the Add Attachment Window
12.4.8
Replying To and Forwarding Mail
12.4.9
Refreshing Mail
12.4.10
Deleting Mail
13
Working with Feedback and the Message Board
13.1
About Feedback
13.2
Setting Feedback Preferences
13.3
Viewing Feedback
13.3.1
Viewing Feedback You Have Posted or Received
13.3.2
Sorting and Filtering Feedback Posts
13.3.3
Hiding Feedback in Your Own View
13.3.4
Showing Hidden Feedback
13.3.5
Marking Feedback Received as Private
13.4
Posting Feedback
13.5
Deleting Feedback
13.6
About Messages
13.7
Setting Message Preferences
13.8
Viewing Messages
13.8.1
Viewing Messages Others Have Left for You
13.8.2
Viewing Messages Others Have Received
13.8.3
Viewing Messages Sent to a Selected Portal
13.8.4
Sorting and Filtering Message Board Messages
13.8.5
Hiding Messages in Your View of Message Board
13.8.6
Showing Hidden Messages
13.9
Posting Messages
13.9.1
Posting a Message Through Message Board
13.9.2
Posting a Private Message
13.9.3
Sharing a Private Message
13.10
Editing Messages
13.11
Deleting Messages
13.12
Enabling Other Users to Post Feedback and Messages for You
14
Liking, Commenting On, and Sharing Items
14.1
About Liking Items
14.2
Liking Items
14.3
About Commenting on Items
14.4
Commenting on Items
14.5
About Sharing Items
14.6
Sharing Streamed Items with a Wider Audience
14.6.1
Reposting Streamed Items
14.6.2
Emailing Streamed Items
14.7
Sharing Messages, Files, and URLs
14.7.1
About Publisher
14.7.2
Publishing a Message
14.7.3
Sharing Files Through Publisher
14.7.4
Sharing Links Through Publisher
14.7.5
Deleting a Published Message
15
Viewing and Participating in Discussions
15.1
About Discussions
15.2
Working with Discussions
15.2.1
Creating and Managing Forum Topics and Replies
15.2.1.1
Posting a New Forum Topic
15.2.1.2
Replying to Topic Posts
15.2.1.3
Viewing Topic Posts and Replies
15.2.1.4
Editing Topics and Replies
15.2.1.5
Deleting Topic Posts and Replies
15.2.1.6
Selecting the Number of Topics or Forums to Display
15.2.1.7
Toggling Between Topic View Modes
15.2.2
Watching Forums and Topics
15.2.2.1
Adding a Discussion Forum or Topic to Your Watch List
15.2.2.2
Removing a Discussion Forum or Topic from a Watch List
15.2.2.3
Viewing Watched Forums and Topics from the Forums View
15.2.3
Showing and Hiding Additional Discussion Forum Information
15.2.3.1
Showing or Hiding Information in Forums View
15.2.3.2
Showing or Hiding Information in Popular Topics
15.2.3.3
Showing or Hiding Information in Recent Topics
15.2.3.4
Showing or Hiding Information in Watched Forums
15.2.3.5
Showing or Hiding Information in Watched Topics
15.2.4
Sending Mail from Discussion Topics
Part IV Adding Content to a Portal
16
Introduction to Adding Content to a Portal
17
Contributing and Publishing Content
17.1
About Contributing and Publishing Content
17.2
Entering Contribution Mode
17.3
Contributing and Publishing an Image
17.4
Contributing and Publishing Rich Text
17.5
Contributing and Publishing Text with Predefined Formatting
17.6
Contributing and Publishing a Video
17.7
Adding a Hyperlink to an Image
17.8
Adding a Hyperlink to Rich Text
17.9
Contributing and Publishing Content in Different Languages
18
Adding and Managing Documents
18.1
About Adding and Managing Documents
18.2
Understanding the Content Manager Interface
18.3
Working with the Results List in Content Manager
18.3.1
Result Views
18.3.2
Managing the Results List
18.4
Searching Libraries, Folders, and Documents
18.5
Working with Libraries
18.6
Working with Folders and Files
18.7
Working with Workflow-Enabled Content
18.8
Working with Desktop Integration
18.8.1
About Desktop Integration
18.8.2
Prerequisites for Desktop Integration
18.8.3
Working with Microsoft Office Integration
18.8.3.1
About Microsoft Office Integration
18.8.3.2
Opening and Editing a Microsoft Office File from WebCenter Portal
18.8.3.3
Working with Files in Microsoft Office
18.8.4
Working with Microsoft File Explorer Integration
18.8.5
Working with Email Client Integration
18.8.6
Working with Web Browser Search Integration
19
Working with Oracle Document Cloud Service
19.1
About Oracle Document Cloud Service
19.2
Using Oracle Document Cloud Service
20
Working with Wikis
20.1
About Wikis
20.2
Creating a Wiki
20.2.1
Creating a Wiki Page
20.2.2
Creating a Wiki Document Within a Wiki Page
20.2.3
Creating a Wiki Document Using the Wikis System Page
20.3
Editing a Wiki
20.4
Using the Rich Text Editor (RTE)
20.4.1
About the Rich Text Editor Tabbed Panes
20.4.2
About the Rich Text Editor Toolbar
20.4.3
Working with Tables in the Rich Text Editor
20.4.3.1
Editing Table Cells in the Rich Text Editor
20.4.3.1.1
Editing Table Cell Properties in the Rich Text Editor
20.4.3.2
Editing Table Rows in the Rich Text Editor
20.4.3.3
Editing Table Columns in the Rich Text Editor
20.4.4
Using the Keyboard in the Rich Text Editor
20.5
Exposing an Existing Wiki Document in the Portal Navigation
20.5.1
Exposing an Existing Wiki Document as a Wiki Page
20.5.2
Exposing an Existing Wiki Document Using Content Presenter
20.6
Managing Wiki Documents
21
Working with Blogs
21.1
About Blogs
21.2
Understanding the Blog Page Style
21.3
Creating a Blog Page
21.4
Working with Blog Posts
21.4.1
About Blog Posts
21.4.2
Viewing a Blog Post
21.4.3
Creating a Blog Post
21.4.4
Editing a Blog Post
21.4.5
Deleting a Blog Post
Part V Staying Informed
22
Getting Notified When Things Change
22.1
About Subscriptions and Notifications
22.2
Establishing and Managing Your Messaging Channels and Filters
22.2.1
Accessing Messaging Configuration Settings
22.2.2
Establishing a Messaging Channel
22.2.3
Editing a Messaging Channel
22.2.4
Deleting a Messaging Channel
22.2.5
Creating and Applying Messaging Filters
22.2.6
Editing Messaging Filters
22.2.7
Deleting Messaging Filters
22.3
Subscribing to the Application, to Portals, and to Objects
22.3.1
Setting Application-Level Subscriptions
22.3.2
Setting Portal-Level Subscriptions
22.3.3
Subscribing to a Discussion Topic
22.4
Viewing and Cancelling Your Subscriptions
22.4.1
Viewing and Cancelling Application-Level Subscriptions
22.4.2
Viewing and Cancelling Portal- and Object-Level Subscriptions
23
Tracking Portal Activities
23.1
About the Activity Stream
23.2
Setting Activity Stream Preferences
23.3
Working with the Activity Stream
23.3.1
Selecting the People to Stream in an Activity Stream Instance
23.3.2
Selecting the Portals to Stream in an Activity Stream Viewer
23.3.3
Selecting the Categories to Stream in an Activity Stream Viewer
23.3.4
Hiding and Showing the Activities of a Selected User
23.3.4.1
Hiding the Activities of a Selected User
23.3.4.2
Showing the Activities of a Hidden User
23.3.5
Hiding and Showing the Activities of a Selected Portal
23.3.5.1
Hiding the Activities of a Selected Portal
23.3.5.2
Showing Hidden Portal Activities
23.3.6
Liking and Commenting On Activity Stream Items
23.3.7
Sharing Files and Other Objects Through an Activity Stream Item
24
Working with Announcements
24.1
About Announcements
24.2
Working with Announcements
24.2.1
Working with Announcements
24.2.1.1
Viewing Announcements
24.2.1.2
Adjusting Your View of the Announcements
24.2.1.3
Creating an Announcement
24.2.1.4
Editing Announcements
24.2.1.5
Deleting an Announcement
24.2.2
Working with the Announcements - Quick View
24.2.2.1
Viewing Announcements in the Quick View
24.2.2.2
Managing Announcements in the Quick View
24.2.3
Sending Mail from an Announcement
24.2.4
Linking Announcements
24.2.5
Subscribing to Announcements Using RSS
25
Monitoring RSS Feeds
25.1
About RSS
25.1.1
RSS Icon
25.1.2
RSS Manager
25.1.2.1
Accessing the RSS Manager
25.1.2.2
Using the RSS Manager
25.1.3
RSS View
25.2
Obtaining Tool News Feeds
25.2.1
Obtaining the Discussion Forums News Feed
25.2.1.1
Obtaining a Discussion Forum News Feed from the RSS Manager
25.2.1.2
Obtaining a News Feed from the Discussions Page
25.2.1.3
Obtaining a News Feed from a Discussion Forums View
25.2.2
Obtaining List News Feeds
25.2.2.1
Obtaining a List News Feed from the RSS Manager
25.2.2.2
Obtaining a News Feed from the Lists Page
25.2.2.3
Obtaining a News Feed from Lists
25.2.3
Obtaining the Announcements News Feed
25.2.3.1
Obtaining an Announcements News Feed from the RSS Manager
25.2.3.2
Obtaining a News Feed from the Announcements Page
25.2.3.3
Obtaining a News Feed from the Announcements View
25.3
Refreshing RSS
25.4
Removing RSS Feeds
Part VI Staying Organized
26
Managing Your Favorites
26.1
About Favorites
26.2
Accessing Your Favorites
26.3
Adding Favorites
26.4
Adding Favorites Folders
26.5
Managing Favorites in Preferences
26.5.1
Adding a Favorite Using the Manage Favorites Page
26.5.2
Adding a Favorites Folder Using the Manage Favorites Page
26.5.3
Editing Favorites and Favorites Folders
26.5.4
Rearranging Favorites and Favorites Folders
26.5.5
Searching for Favorites
26.5.6
Deleting Favorites and Favorites Folders
27
Working with Calendars and Events
27.1
About Events
27.1.1
Calendar Overlaying
27.1.2
Where to View Events
27.1.3
Integration of Calendars Events with Other Features
27.2
Working with Events
27.2.1
Accessing Your Personal Events
27.2.2
Viewing Events
27.2.2.1
Using the Calendar Interface
27.2.2.2
Viewing Event Details
27.2.2.3
Filtering Events by Category
27.2.2.4
Setting Display Preferences
27.2.2.4.1
Setting the Calendar Start Time
27.2.2.4.2
Setting a Secondary Time Zone
27.2.2.4.3
Configuring List View
27.2.3
Scheduling Events
27.2.4
Revising Scheduled Events
27.2.5
Cancelling Scheduled Events
27.2.6
Displaying Multiple Calendars Together
27.2.6.1
Displaying Additional Calendars
27.2.6.2
Editing Calendar Display Options
27.2.7
Subscribing to Events
28
Managing Your Notes
28.1
About Notes
28.2
Working with Notes
28.2.1
Creating a Note
28.2.2
Filtering and Clearing Notes Filters
28.2.3
Editing Note Details
28.2.4
Refreshing Your View of Notes
28.2.5
Deleting Notes
28.2.6
Linking Notes
29
Working with Lists
29.1
About Lists
29.2
Working with Lists Features
29.2.1
Viewing Lists
29.2.2
Creating and Managing Lists
29.2.2.1
Creating Lists
29.2.2.2
Editing List Structure
29.2.2.2.1
Renaming a List and Revising a List Description
29.2.2.2.2
Adding Columns to a List
29.2.2.2.3
Revising List Column Details
29.2.2.2.4
Rearranging List Columns on All Instances of a List
29.2.2.2.5
Deleting a List Column
29.2.2.3
Copying a List
29.2.2.4
Deleting Lists
29.2.3
Adding and Managing List Data
29.2.3.1
Adding Data of a Given Data Type to a List
29.2.3.1.1
Adding Data to a List
29.2.3.1.2
Adding Plain Text Data to a List
29.2.3.1.3
Adding Rich Text Data to a List
29.2.3.1.4
Adding DateTime Data to a List
29.2.3.1.5
Adding Picture Data to a List
29.2.3.1.6
Adding Person Data to a List
29.2.3.2
Editing List Data
29.2.3.3
Deleting List Rows
29.2.3.4
Refreshing List Data
29.2.3.5
Working with Links in Lists and List Rows
29.2.4
About Customizing Lists
29.2.4.1
Sorting List Data on a Column
29.2.4.1.1
Sorting List Data Using Column Icons
29.2.4.1.2
Performing an Advanced Sort of List Data
29.2.4.2
Resizing List Columns
29.2.4.3
Changing Column Order on a List Instance
29.2.4.4
Hiding and Showing List Columns
29.2.4.5
Freezing a Column Position
29.2.4.6
Wrapping Column Data
29.2.4.7
Applying Color Banding to List Rows
29.2.4.7.1
Applying Color Banding to Your Personal View of a List
29.2.4.7.2
Removing Personal Color Banding
29.2.4.8
Filtering List Data
29.2.4.8.1
Applying an Ad Hoc Filter to a List Instance
29.2.4.8.2
Applying a Permanent, Personal Filter to a List Instance
29.2.4.8.3
Removing a Permanent, Personal List Filter
29.2.5
Sending a Link to a List to Other Users
29.2.6
Exporting a List and Importing a List from an Excel Spreadsheet
30
Linking Information
30.1
About Links
30.2
Working with Links Features
30.2.1
Linking to Existing Assets
30.2.1.1
Opening the Links Dialog to Link to Existing Assets
30.2.1.2
Linking to an Existing Announcement
30.2.1.3
Linking to an Existing Discussion Forum Topic
30.2.1.4
Linking to an Existing Document
30.2.1.5
Linking to an Existing Event
30.2.2
Linking to New Assets
30.2.2.1
Opening the Links Dialog to Link to a New Asset
30.2.2.2
Adding and Linking to a Discussion Forum Topic
30.2.2.3
Adding and Linking to a Document
30.2.2.4
Adding and Linking to an Event
30.2.2.5
Adding and Linking to a Note
30.2.2.6
Linking to a Web Page
30.2.3
Accessing Link Targets
30.2.4
Deleting a Link
31
Working with Tags
31.1
About Tags
31.2
About the Tag Center
31.3
Tagging Portal Pages
31.4
Working with Tags in the Tag Center
31.4.1
Opening the Tag Center
31.4.2
Selecting Different Views and Arrangements of the Tag Cloud in the Tag Center
31.4.3
Selecting Different Views and Arrangements of Tagged Pages in the Tag Center
31.4.4
Refining the Display of Information in the Tag Center
31.4.5
Discovering Who Has Used a Tag in the Tag Center
31.5
Working with Tags in the Tags View
31.5.1
Viewing Tags in the Tags View
31.5.2
Sorting Tags in the Tags View
31.5.3
Filtering Tags in the Tags View
31.5.4
Renaming a Tag from the Tags View
31.5.5
Deleting a Tag in the Tags View
31.6
Working with the Tag Cloud and Tag Cloud Related Resources Views
31.7
Working with the Similarly Tagged Items View
Scripting on this page enhances content navigation, but does not change the content in any way.