5 Assembling Content Management Sites

Your main goal as an administrator is to work with sites (create, edit, and delete sites); including managing site users (add, edit, and delete users) and asset types for the sites (enable and remove asset types). Content Management sites can be assembled after their basic components are created. The basic components are the users and the data model.

The following topics provide details about assembling content management sites:

• Working with Sites

• Assigning and Managing Site Users

• Enabling and Managing Asset Types

5.1 Working with Sites

Once you create a site, you must assign users and asset types, and configure site navigation, enable workflow processes, publishing destination, and so on.

The following topics provide instructions for creating sites, associating users to the sites, and assigning asset types to the sites:

• Creating a Site From the Admin Interface

• Obtaining Site Configuration Information

• Editing a Site in the Admin Interface

• Deleting a Site in the Admin Interface

5.1.1 Creating a Site From the Admin Interface

To create a site you specify a site name, description, and a method for previewing site content, as follows:

1. In the General Admin tree, expand the Admin node, expand the Sites node, and then double-click Add New.

   The Add New Site form opens.

2. In the Name field, enter the name for the new site. Note the following conventions when naming the site:

   • The name must be between 1 and 255 characters.

   • The following characters are not allowed: single-quote ('), double quote ("), semicolon (;), colon (:), question mark (?), ampersand (&), less-than sign (<), and greater-than sign (>). Additionally, the name cannot end with a backslash.

   • The name cannot contain spaces.

3. In the Description field, enter the name of the site as you want it to appear in the WebCenter Sites interfaces (up to 64 characters). This site name is used in site lists throughout the user interface.
4. In the Preview method field, select the method how you will preview the site content.
5. Click Add Site.

   The Site form opens.

   Figure 5-1 Site Form

   
   Description of "Figure 5-1 Site Form"

   This form is used to execute several operations. For example, inspect, edit, or delete the site, manage users, or configure Site Launcher to replicate the site.

   When the new site is added to the Sites node, WebCenter Sites creates, below the site name, a set of sub-nodes that prompt you for site components:

   • Click Manage users for this site for this site to manage site users.

   • Click Enable Asset Types... to select asset types for the website; click Disable Asset Types... to remove asset types. Asset types are created by developers.

   • Click List all Start Menu items for this site to show the Start Menu items which have been created for the site.

   • Click List all Workflow Processes for this site to manage the workflows for the site.

   • Click Configure Site Launcher for this site to configure and enable Site Launcher.

   Each sub-node is equipped with a linking mechanism that allows you to associate the sub-node, and therefore the site, with data in the configuration pool. Because of this linking mechanism, the sub-nodes cannot be deleted or supplemented with custom sub-nodes. Selecting a sub-node allows you to create All data required by the sub-nodes must be entered in to the configuration pool, described next.

Note that the procedure above only adds new sites.

• To make a site usable, you must associate users and asset types (created by developers) with the site. If you plan to use workflow processes, you should create those processes as well.

• To copy or migrate the site to another WebCenter Sites system, use the RealTime publishing method. See the chapters on real-time publishing.

5.1.2 Obtaining Site Configuration Information

In certain situations, you will have to know how a site has been configured—for example, which asset types and workflow processes are enabled, and who are the site users.

To obtain site configuration information:

1. In the General Admin tree, expand the Admin node, expand the Sites node, and then double-click the site whose configurations you want to view.

   The Site form opens.

2. In the Site form, select the option that provides the information you are looking for. For example:

   • In the Workflow Processes field, click List all Workflow Processes for this site to view the workflow processes associated with this site.

     In the Workflow Processes list, click Add New Workflow Process to configure an additional workflow process for the site.

   • In the Site Navigation field, click one of the following options:

     • Click Manage Site Navigations to view the site navigations associated with the site. Click Add Site Navigation to create a new site navigation for the site.

     • Click Order Site Navigations to rearrange the order in which the site navigations are displayed in the Site Tree in the Contributor interface.

   • In the Publish Destinations field, click Mirror site configuration for Delivery to publish the content management site to the delivery system.

   • In the Site Launcher field, click Configure Site Launcher for this site to share all site components with a new site.

5.1.3 Editing a Site in the Admin Interface

Editing a site means changing its description and/or preview method. If you have to change the name of a site, you must delete the site and create one with the correct name.

To edit a site description:

1. In the General Admin tree, expand the Admin node, expand the Sites node, and then double-click the site you want to modify.

   The Site form opens.

2. In the Site form, click Edit.

   The Edit form opens.

3. In the Edit form, do the following:

   1. In the Description field, make the appropriate changes.

   2. In the Preview Method field, select a different preview method, if necessary.

4. Click Save.

5.1.4 Deleting a Site in the Admin Interface

When you delete a site, all configuration information for that site is either removed or unshared (if the site shared data with other sites). The following configuration information is affected by the deletion of a site:

• Start Menu items that were enabled for the site are deleted or unshared.

• Smartlists are deleted or unshared.

• Publishing destinations are unshared.

• Users are removed from the site.

• Workflows that were shared are unshared or deleted.

• Template assets that were shared have their SiteEntry removed.

• Asset subtypes that were enabled for that site and tree tabs are removed or unshared.

Therefore, before deleting a site, be sure that you have shared the assets that you have to keep.

To delete a site:

1. In the General Admin tree, expand the Admin node , and then double-click Sites.
2. In the list of sites, navigate to the site you want to delete and click its Delete icon.

   A warning is shown to inform you that site components are deleted. The warning identifies the components and prompts you to confirm your intention to delete the site.

3. Click Delete Site.

5.2 Assigning and Managing Site Users

You can grant users access to a site, view current site users, change a users' role assignments for a site, and remove users from a site.

The following topics show you how to do such tasks:

• Granting Users Access to a Site (Assigning Roles to Users)

• Viewing Site Users and Reassigning Roles

• Deleting Users from a Site

5.2.1 Granting Users Access to a Site (Assigning Roles to Users)

For a user to gain access to a site, the user must be assigned at least one role on the site. Assigned roles associate the user with the site and allow the user to log in to the site. When a user's assigned role is also specified for an interface function on the site, the user gains access to the interface function.

Note:

It’s assumed you have created at least one user, a role, and a site. If you have to create one or another, follow the steps in Creating a User in the Admin Interface, Creating a Role From the Admin Interface, and Creating a Site From the Admin Interface.

To grant a user access to a site:

1. In the General Admin tree, expand the Admin node, expand the Sites node, and then expand the site.
2. Double-click Users.

   The User Role Management form opens.

3. Enter the user name and click Select.

   The User Role Management form shows the user name. No roles are listed next to the user name.

   Note:

   If you require a list of system-wide users, open the list in this manner:

   Expand User Access Management and double-click User. Leave the Enter User Name field blank, select Modify User, and click OK.

4. Click the Edit icon next to the user name.

   The Edit Roles form is shown.

   Figure 5-2 Edit Roles Form

   
   Description of "Figure 5-2 Edit Roles Form"
5. Select one or more roles from the list. To select multiple roles, Ctrl-Click each role. To select a range of roles Shift-Click the first and last role in the range.

   Note:

   Consider the user's type. A general administrator, site administrator, and regular user require different sets of system-defined roles. For example, a regular user requires access to the Oracle WebCenter Sites: Contributor interface. In this instance, select the SitesUser role. For additional help with selecting system-defined roles, see System Roles.

   Selecting a role (or roles) makes the user a member of the site that you chose to work with in step 1. It does not necessarily enable the user to manage the site's content. To manage content, the user must have access to interface functions (such as Search) on the site.

   If you know which roles are allowed to call which interface functions on the user's site, select the roles in this step. Otherwise, the roles that you select here you will also specify (in later chapters) for interface functions that the user requires. The functions could be start menu items, tree tabs, workflow processes, and asset approval and publishing functions.

   For more information about assigning user roles, see Working with Roles.

6. Click Save.
7. Give the user access to site components by following procedures in Setting Access Permissions from the Admin Interface.

Note:

Remember that the user cannot perform the functions available to her roles unless the user also has adequate ACL permissions to operate on the database tables. (While roles allow access to interface functions, ACLs activate those functions by allowing access to the database tables.) For more information about roles and their relationship to ACLs, see Users and Roles.

5.2.2 Viewing Site Users and Reassigning Roles

To view the list of users and their roles on a given site, and to reassign roles:

1. In the General Admin tree, expand the Admin node, expand the Sites node, and then expand the site.

2. Under the site, double-click Users.

   The User Role Management form opens.

3. In the User Role Management form, leave the User Name field blank and click Select.

   The User Role Management form shows a list of all the users currently assigned roles in the selected site.

   Figure 5-3 User Role Management Form

   
   Description of "Figure 5-3 User Role Management Form"

4. (Optional) To reassign the user's roles, do the following:

   1. Navigate to the user name and click its Edit icon.

      The Edit Roles form opens.

   2. In the Edit Roles form, select (and/or deselect) one or more roles from the list, then click Save.

   3. Repeat steps a and b for each additional user, as necessary.

5.2.3 Deleting Users from a Site

You can delete a user from a site without deleting that user from the system.

To delete a user from a site:

1. In the General Admin tree, expand the Admin node, expand the Sites node, and then the site to which the user you want to delete is assigned.
2. Under the site, double-click Users.

   The User Role Management form opens.

3. In the User Role Management form, enter the user name and click Select.
4. In the form that opens, click the Delete icon next to the user.

   A warning message is shown.

5. Click Delete User from Site.

5.3 Enabling and Managing Asset Types

Every component in WebCenter Sites is an asset. You can add or remove and enable or disable an asset for a site. By doing such tasks, you can control the usage and access of assets to a site.

The following topics show you how add asset types to a site (enable the asset types), and delete them from a site:

• Enabling Asset Types for a Site

• Removing Asset Types from a Site

5.3.1 Enabling Asset Types for a Site

Enabling an asset type means associating the asset type with a chosen site or sites. After the assignment is made, the asset type itself must be made available to users through an interface function such as a start menu item or a tree node, as shown in Managing Access to Content Management Site Components.

To enable asset types for a site:

1. In the General Admin tree, expand the Admin node, expand the Sites node, and then expand the site on which you want to enable asset types.

   Note:

   If you have the SiteAdmin role, but not the GeneralAdmin role, select the Site tree, and then expand the Site Admin node.

2. Under the site, expand the Asset Types node, and then double-click Enable.

   The Enable Asset Types form is shown.

   Figure 5-4 Enable Asset Types Form

   
   Description of "Figure 5-4 Enable Asset Types Form"

   The listed asset types have not yet been enabled in the selected site.

3. Select the asset types which you want to enable for this site.

   Note:

   Content Query assets are not supported within the Admin interface.

4. Click Enable Asset Types.

   The Enable Asset Types - Start Menu Selection form is shown.

5. (Optional) In the Enable Asset Types - Start Menu Selection form, select the box next to each start menu item that you would like WebCenter Sites to create. See Managing Access to Asset Types Using Start Menus.

   Figure 5-5 Enable Type Assets Form - Start Menu Selection

   
   Description of "Figure 5-5 Enable Type Assets Form - Start Menu Selection"

   If you choose not to generate start menu items at this time, you must manually create them later. No one can create assets of the asset types you just enabled until the corresponding start menu items are created.

6. Click Enable Asset Types.
7. The asset types are now enabled for the site. If you have to create start menu items for them, see Managing Access to Asset Types Using Start Menus.

   Note:

   To view the assets in the Contributor interface's trees (Site tree, Content tree, and My Work tree) you also have to manually create the tree tabs for the assets.

5.3.2 Removing Asset Types from a Site

You can remove asset types from a site through the Admin interface.

To remove asset types from a site:

1. In the General Admin tree, expand the Admin node, expand the Sites node, and then the site from which you want to remove asset types..

   Note:

   If you have the SiteAdmin role, but not the GeneralAdmin role, select the Site tree and then expand the Site Admin node.

2. Under the site, expand the Asset Types node, and then double-click Disable.

   The Disable Asset Types form is shown.

   Figure 5-6 Disable Asset Types Form

   
   Description of "Figure 5-6 Disable Asset Types Form"

   The asset types that have been enabled for the selected site are shown on the form.

3. Select the asset types to remove from the site.
4. Click Disable Asset Types.

   Note:

   If start menu items or workflow processes exist for the asset type that you disabled on a site, edit the start menu items or workflow processes so that they reflect the change.