Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Completing Portal Initial Set-Up Tasks

2 Overview of Oracle WebCenter Interaction

• Portal Installer Components
• Additional Oracle WebCenter Interaction Components
• Overview of the Browsing User Interface and Features
  • Navigating the Portal
  • Portal Banner Features
  • Portal Menus
  • Portal Interface Types
  • Editing Locale Settings
  • About My Pages
  • Personalizing Your View of the Portal with My Pages
  • Creating a My Page with One Click
  • Viewing and Managing Communities and Community Membership
  • Editing a Page in the Flyout Page Editor
  • Editing a Page in the Standard Page Editor
  • Managing a Portlet Through the Portlet's Title Bar
  • Browsing Documents in the Portal Knowledge Directory
  • Directing Users to Portal Areas with Friendly URLs
  • Searching for Documents or Objects
    • Searching for Objects or Documents Using Advanced Search
    • Searching Other Content, Portals, or Web Search Engines with Federated Search
    • Viewing Search Results from a Banner Search
    • Saving a Search
    • Linking to a Best Bet Search
• Overview of the Administrative User Interface, Features, and Tools
  • Portal Objects
  • Portal Objects Created Upon Installation
  • Portal Utilities
  • Administration Utilities in the Portal Installation
• Overview of Portal Security
  • About Access Privileges
  • About Activity Rights
    • Activity Rights Required to Create Portal Objects
    • Activity Rights and Group Membership Required to Access Portal Utilities
• Overview of Web Service Architecture
  • About Remote Servers
    • Specifying the Location and Authentication Settings for a Remote Server

3 About User Interface Customization

• About Customizing the User Interface with Adaptive Layouts
  • Customizing the User Interface with Adaptive Layouts
    • Creating a Remote Portlet Web Service for an Adaptive Layout
    • Creating an Experience Definition to Display Adaptive Page Layouts
• Reverting to a Legacy User Interface
• About Controlling the User Interface with Experience Definitions and Experience Rules
  • Experience Definitions
  • Experience Rules
  • Guest User Experiences
  • Creating an Experience Definition to Control the User Interface
    • Specifying a User Experience for Users in a Folder
    • Selecting the Portal Menus and Home Page for an Experience Definition
    • Branding Experience Definitions with Headers and Footers
    • Selecting a Navigation Scheme for an Experience Definition
    • Defining Mandatory Links to Display in an Experience Definition
    • Defining the Guest User Experience for an Experience Definition
    • Disabling Single Sign-On (SSO) for an Experience Definition
    • Applying Adaptive Page Layouts
• About Branding with Header and Footer Portlets
  • About Header and Footer Portlet Precedence
• About Navigation Options
• About Controlling the Initial Portal Experience

4 Managing Portal Users and Groups

• About Users
  • Default Profiles
  • Users Imported From External User Repositories
  • Users Created Through Invitations
  • Self-Registered Users
  • Guest Users
  • Related Links
  • Creating Default Profiles to Customize a Users Initial Portal Experience
    • Customizing a Default Profile Experience
  • Locking and Unlocking User Accounts
    • Automatically Locking User Accounts
    • Manually Locking User Accounts
    • Unlocking User Accounts
  • Deleting a User
• About Groups
  • Dynamic Group Membership
  • Community Groups
  • Roles
  • Groups Created Upon Installation
  • Example Roles
  • Creating and Adding Members to a Group
  • Configuring Dynamic Group Membership
  • Assigning Activity Rights to a Group
• About Importing and Authenticating Users with Authentication Sources
  • Authentication Providers
  • Authentication Web Services
  • Authentication Sources
  • How Authentication Works
  • WCI Authentication Source
  • Creating an Authentication Web Service
  • Mapping External Document Security to Imported Portal Users with the Global ACL Sync Map
  • Creating an Authentication Source to Import and Authenticate Users
  • Importing Users with a Synchronization-Only Authentication Source
  • Authenticating Users with an Authentication-Only Authentication Source
  • Importing Users for Single Sign-On (SSO)
  • Setting an Authentication Source Category to Distinguish Users and Groups Imported from a Particular Domain
  • Setting Default Profiles and Target Folders for Imported Users
  • Setting a Target Folder for Imported Groups
  • Specifying Which Users and Groups to Synchronize
  • Selecting Groups from Which to Import Users
  • Specifying What to Do with Users and Groups Deleted from the Source User Repository
  • Editing an Authentication Source
• About Importing User Information with Profile Sources
  • Profile Providers
  • Profile Web Services
  • Viewing User Profiles
    • Adding Headers and Footers to User Profiles
    • Editing Your User Profile
  • Associating User Information with Properties Using the User Information — Property Map
  • Creating a Profile Web Service
  • Importing User Information from External Repositories with Remote Profile Sources
    • Selecting a Unique Key for a Profile Source
    • Selecting the Users and Groups for Which to Import Profile Information
    • Mapping Source User Attributes to Portal Properties
  • Clearing User Information Imported by a Profile Source
• About Invitations
  • Inviting Users to Your Portal
  • Sending Invitations
• Auditing User Accounts and Actions
  • Configuring User Activity Auditing
  • Querying User Activity Audit Information
  • User Activity Audit Query Results
  • Archiving Audit Messages
  • Deleting Audit Messages and Archives

5 Managing Portal Content

• About the Portal Knowledge Directory
  • Documents
  • Document Display Options
  • Subfolders and Related Objects
  • Browsing Documents in the Portal Knowledge Directory
  • Editing Documents in the Portal Knowledge Directory
  • Folder Toolbar
  • Setting Knowledge Directory Preferences
  • Troubleshooting Knowledge Directory Issues
• About Portal Content
  • Permissions Required for Accessing, Crawling, and Submitting Documents
  • Using Simple Submission to Submit or Upload Documents to the Portal Knowledge Directory
  • Using Advanced Submission to Submit or Upload Documents to the Portal Knowledge Directory
    • Related Links
  • Using Advanced Submission to Submit Web Documents to the Portal Knowledge Directory
• About Document and Object Properties
  • Creating a Property to Store Object Metadata
  • Mapping Source Document Attributes to Portal Properties Using the Global Document Property Map
    • HTML Metadata Handling
  • Associating Properties with Portal Objects Using the Global Object Property Map
  • Associating User Information with Properties Using the User Information — Property Map
  • Managing Object Properties
• About Controlling Document Placement with Filters
  • Creating Filters to Control the Placement of Documents
  • Defining Filter Conditions
  • Testing Filters
  • Applying a Filter to a Folder
• About Content Types
  • Mapping Document Metadata to Portal Properties with Content Types
  • Mapping Content Types to Imported Content Using the Global Content Type Map
    • Prioritizing a List of Objects
• About Content Sources
  • Content Source Histories
  • Content Sources and Security
  • Using Content Sources and Security to Control Access
  • Content Sources Available with the Portal
  • Creating a Content Web Service
  • Providing Access to External Content with Remote Content Sources
  • Providing Access to Web Content with Web Content Sources
    • Providing Access to Web Content Through a Proxy Server
    • Selecting a Web Service for Gatewayed Content
    • Providing Access to Web Content by Impersonating a User
    • Providing Access to Web Content Through a Login Form
    • Providing Access to Web Content Through Cookies
    • Providing Access to Web Content Through Header Information
  • Gatewaying Imported Content
• About Importing Content with Content Crawlers
  • Crawl Providers
  • Content Web Services
  • Content Sources
  • Best Practices
  • Importing Content from External Document Repositories with Remote Content Crawlers
  • Importing Web Content with Web Content Crawlers
  • Refreshing Content from Content Crawlers
  • Testing a Content Crawler
  • Troubleshooting the Results of a Crawl
  • Example of Importing Security
  • Destination Folder Flow Chart
  • Metadata Imported by Content Crawlers
• Creating a Snapshot Query to Display the Results of a Search in a Portlet or an E-mail Message
  • Defining Snapshot Query Conditions
  • Limiting a Snapshot Query
  • Formatting the Results of a Snapshot Query
  • Previewing the Results of a Snapshot Query
  • E-mailing the Results of a Snapshot Query
  • Creating a Snapshot Portlets to Display the Results of a Snapshot Query

6 Managing Administrative Objects and Portal Utilities

• Creating or Editing an Administrative Folder
• Editing an Administrative Folder
• Viewing Objects
• Searching for Objects in the Administrative Objects Directory
• Searching for Objects or Documents Using Advanced Search
  • Complex Property Search Example
• Opening an Object Editor
  • Creating an Object
  • Editing an Object from Administration
    • Action Toolbar
• Naming and Describing an Object
  • Localizing the Name and Description for an Object
  • Viewing Top Best Bets for an Object
• Managing Object Properties
• Associating an Object with a Job
  • Changing the Owner of an Object
• Setting Security on an Object
• Viewing Import History for an Object
  • Requesting That an Object Be Migrated
  • Approving an Object for Migration
• Creating Remote Servers

7 About Extending Portal Services with Portlets

• Portlets
• Portlet Web Services
• Portlet Templates
• Portlet Bundles
• Portlet Content Caching
• Portlets Available with the Portal
• Providing Access to Existing Web Applications with Portlets
• Creating an Intrinsic Portlet Web Service
• Creating a Remote Portlet Web Service
• Providing Custom Tools and Services with Portlets
  • Specifying the Size, Type, and Orientation for a Portlet
  • Caching Portlet Content
  • Setting Security for a Portlet
• Portlet Preferences
  • Editing the Administrative Preferences for a Portlet
• Managing User Credentials for External Applications Through the Credential Vault Manager
  • Creating or Editing a Lockbox to Store User Credentials for External Applications

8 About Providing Content and Services to Users through Communities

• Community Menus
• Community Templates
• Page Templates
• Template Inheritance
• Subcommunities
• Community Groups and Community Portlets
• Community Knowledge Directory
• Community Links Portlets
• Creating a Community Template
  • Adding Page Templates to a Community Template
  • Adding Headers and Footers to Community Templates
• Providing Content and Services to a Group of Users through a Community
  • Applying a Community Template to a Community
  • Setting the Community Home Page and Ordering Community Pages
  • Adding Headers and Footers to Communities
  • Setting Security on a Community
• Creating a Community Page Template
• Creating a Community Page
  • Creating a Community Page with One Click
  • Creating a Community Page From the Community Editor
  • Creating a Community Page From the Administrative Objects Directory
• Editing a Page in the Flyout Page Editor
• Deleting a Page from a Community
• Creating a Subcommunity
• Creating a Community Group
• Setting Community Preferences for Portlets
• Creating a Community Portlet

9 Managing Search

• Customizing Search Service Behavior
  • Search Result Types
  • Search Results Sorting Options
  • About Best Bets and Top Best Bets
    • Creating Best Bets
  • How Banner Field Settings Affect Search Results
    • Controlling Search Results with Banner Fields and Weighting
  • About Spell Correction for Searches
    • Enabling and Disabling Spell Correction for Searches
  • About the Search Thesaurus
    • About the Thesaurus File
    • Creating and Implementing the Synonym List for the Thesaurus
    • Enabling the Search Thesaurus
    • Reverting to the Default Thesaurus Mappings
  • Customizing Categorization of Search Results
    • Enabling Custom Search Results Sorting
• About Grid Search
  • About Checkpoints
  • About Search Cluster Topology
  • About Search Logs
  • About the Command Line Admin Utility
    • Requesting Search Cluster Status
    • Requesting Search Cluster Status for a Particular Node
    • Changing the Run Level of the Cluster
    • Initiating a Cluster Checkpoint
    • Reloading from a Checkpoint
    • Changing Cluster Topology
    • Aborting a Checkpoint or Reconfiguration Operation
  • Purging and Rebuilding the Search Collection
    • Purging the Search Collection
    • Rebuilding the Search Collection
    • Rebuilding the Oracle WebCenter Collaboration Search Collection
• About the Search Update Job
  • How the Search Index is Updated
• About Providing Search Access to External Repositories with Federated Searches
  • Search Web Services
  • Portal-to-Portal Searches
  • Building a Composite Portal with Federated Searches
  • Creating a Search Web Service
  • Allowing Other Portals to Search Your Portal
  • Providing Search Access to External Repositories with Outgoing Federated Searches
  • Example of Impersonating Serving Portal Users
    • Configuring the Serving Portal
    • Configuring the Requesting Portal

10 Automating Administrative Tasks

• About Jobs
• About Portal Agents
• About Running Scripts Through the Portal
  • External Operations Created Upon Installation
  • Creating External Operations to Run Scripts Through the Portal
• Registering Automation Services
• Registering Job Folders to Run Jobs
• Starting the BEA ALI Automation Service
• Creating Jobs
• Associating an Object with a Job
• Viewing Job Status and Job Logs
  • Job History Information
  • Deleting Job Histories
• Aborting In-Process Jobs

11 Migrating Portal Objects

• About Object Migration
  • Requesting That an Object Be Migrated
  • Approving Objects for Migration
    • Approving an Object for Migration
    • Approving Objects for Migration Through the Administrative Utility
  • Creating a Migration Package in the Portal
    • Specifying a Name, Description, and Contact for a Migration Package
    • Selecting Objects to Export in a Migration Package
    • Adding Resources from Another Migration Package
  • Creating a Migration Package Using the Command Line Tool
  • Importing Objects in the Portal
    • Specifying the Location and Import Settings for the Migration Package
    • Selecting Objects to Import from a Migration Package
    • Resolving Import Dependencies
  • Importing Objects Using a Command Line Tool
• Backing Up the Portal
• Restoring the Portal
• Rebuilding the Search Collection

A Configuring Advanced Properties in the Portal Configuration Files

• Oracle WebCenter Configuration Manager
• Configuring Portal Settings Using the Portal Utility
• Modifying the portalconfig.xml File
  • URLMapping
  • PersonalSettings
  • CachedSettings
  • Authentication
  • Security
  • Documents
  • Crawlers
  • Search
  • Style
  • Communities
  • Administration
  • Invitations
  • Gateway
  • Navigation
• Customizing the Tokens in Friendly URLs
  • Disabling Friendly URLs
  • Friendly Gateway URLs
• About Fine-Tuning the Search Service Configuration
  • Default Search Service Parameters
  • Optional Search Service Parameters

B Using the Counter Monitoring System

• About Counter Monitoring
• Key Performance Counters
• Using Windows Perfmon to View Counter Data

C Localizing Your Portal

• Localizing Object Names and Descriptions
  • Localizing the Name and Description for an Object
  • Localizing All Object Names and Descriptions
• Localization Manager XML
• About Search Service Internationalization Support
  • Crawling International Document Repositories
  • Submitting International Documents to the Knowledge Directory

D Deploying Single Sign-On

• Common SSO Questions
  • Why Doesn't SSO Work for a Particular User?
  • Why Isn't the SSO Cookie Forwarded to Remote Servers or Portlets?
  • Does the Portal with SSO Support Guest User Sessions?
  • How Can I Change Login Credentials From an SSO Session?
  • Why Can't I Access the Portal Through SSOLogin.aspx or the SSOServlet?
  • Why Do Users Get JavaScript Errors and Portal Menus Fail to Load if I Configure the SSO Authentication Server to Protect the Image Service Virtual Directory?
  • How Can I Debug My SSO Deployment?
  • How Do I Configure Reverse Proxy with My SSO Deployment Using Oblix Netpoint Access Server (versions 6.1.1 or 6.5) with an Apache WebGate?
  • How Do I Configure Reverse Proxy with My SSO Deployment Using Apache HTTP Server?
  • How Do I Configure Reverse Proxy with My SSO Deployment Using a Java Application Server?

E Default Behavior of Search Service

• About the Different Types of Search
• Elements of Search Syntax
  • About Operator Modes
    • Bag of Words Mode
    • Query Operators Mode
    • Internet Style Mode
    • Search String Operators
  • Precedence and Parentheses
  • Punctuation
  • Case Sensitivity
  • Stemming
  • Wildcards
  • Quoted Phrases
  • Thesaurus Expansion
  • How Language Settings Apply to Search
    • Search Service Language Support
• Using Text Search Rules
• Search Examples
• How Search Results Are Ranked
  • How Term Frequency Factors in Relevance
  • About Metadata (Field) Weighting
  • How Phrases and Proximity Factor in Relevance
• About Basic Search Behavior
• About Advanced Search Behavior