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Administrator Guide

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Administering the User Interface

This chapter includes the following topics:

 

Specifying Default UI Preferences

This topic discusses how to choose the default selections that appear on the Pathways Preferences page.

This topic includes the following sections:

Specifying Default Actions to Display in Activity Streams

To specify the default actions that appear in users’ activity streams:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Click the UI Preferences tab, Defaults page.
  4. In the Activity Stream area, choose the default actions that you want to be displayed in users' Activity Streams.
  5. Click SAVE.

If users have the Set User Preferences capability, they can access the Pathways Preferences page and override the defaults that you set. Users can also restore the defaults that you specify.

Specifying the Default Folder for Knowledge Directory Uploads

You can specify the default Knowledge Directory folder into which you want users to submit content and upload bookmarks. Users submit content and upload bookmarks by using either the Submit a Document or Import Bookmarks tabs, which are accessible by clicking either Submit Content on the Search page, or Submit on the Pathways Browser Plug-in. Users can override the default Knowledge Directory folder that you specify.

Note: Users must have Admin access level privileges to the Knowledge Directory folder into which they submit content or bookmarks for their content or bookmarks to be automatically approved. Users who do not have these privileges must have their content and bookmarks approved by a portal administrator before they appear in Pathways search results. For details on approving directory content, see AquaLogic Interaction Online Help.

To specify the default folder for Knowledge Directory uploads:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Click the UI Preferences tab, Defaults page.
  4. In Default Upload Folder area, click Choose a Portal Folder.

    5. The Default Upload Folder dialog box appears.

  5. Choose the Knowledge Directory folder into which you want users to submit content and upload bookmarks.
  6. Click OK.

    7. You are returned to the Defaults page.

  7. Click SAVE.

If users have the Set User Preferences capability, they can access the Pathways Preferences page and override the defaults that you set. Users can also restore the defaults that you specify.

Specifying the Default Number of Popular and Related Tags to Display

To specify the default number of popular and related tags to display in users’ search results:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Click the UI Preferences tab, Defaults page.
  4. In the Number of Items to Display area, choose a value from the Tags drop-down list.

    5. The value that you choose specifies the default maximum number of popular and related tags that are displayed in Pathways pages, tabs, and portlets.

  5. Click SAVE.

If users have the Set User Preferences capability, they can access the Pathways Preferences page and override the defaults that you set. Users can also restore the defaults that you specify.

Specifying the Default Number of Search Results to Display

To specify the default number of search results to display in users’ search results:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Click the UI Preferences tab, Defaults page.
  4. In the Number of Items to Display area, choose a value from the Results per Page drop-down list.

    5. The value that you choose specifies the default maximum number of search results that you want displayed on each page of Pathways' tabs and portlets.

  5. Click SAVE.

If users have the Set User Preferences capability, they can access the Pathways Preferences page and override the defaults that you set. Users can also restore the defaults that you specify.

Specifying Default Search Result Object Types

To specify the default object types that you want to be included in users’ search results on the Items tab and Pathways Items portlet:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Click the UI Preferences tab, Defaults page.
  4. In the Results Types area, select the defaults object types that you want to include in search results.
    5. Note: If you select the Users result type, end users will be able to see users in their search results on the Items tab and Pathways Items portlet, regardless of whether or not those users have the View People capability.
    Note: Pathways determines the users to display by employing the same method used for displaying all other items. User objects are not people as defined by Pathways; only people (displayed on the People tabs and Pathways People portlet) can be considered subject matter experts. For more information on how Pathways determines subject matter experts, see Defining the Calculation of Subject Matter Experts.
  5. Click SAVE.

If users have the Set User Preferences capability, they can access the Pathways Preferences page and override the defaults that you set. Users can also restore the defaults that you specify.

 

Configuring Pathways to Allow Content Submission From a Local File Source

By default, Pathways allows users to submit only Web pages to the Knowledge Directory. To submit a Web page, users click the Submit a Document tab, then submit the Web page using the World Wide Web option.

If you want users to be able to submit content to the Knowledge Directory from their local file system, you must configure a Content Upload content source to make the My Computer option on the Submit a Document tab available to users. This section describes how to configure Pathways to make the My Computer option available to end users.

This section contains the following task subsections, in the order in which you should perform them:

  1. Prerequisites
  2. Locating the Content Upload Web Service URL and Content Source ID
  3. Configuring the Content Upload Content Source

Prerequisites

You must complete the following steps before configuring Pathways to allow local file source content submission:

For more information, see the Installation Guide for AquaLogic Interaction.

Locating the Content Upload Web Service URL and Content Source ID

To locate the Content Upload Web Service URL and Content Source ID:

  1. Log into the portal.
  2. Click Administration.
  3. Open the Portal Resources folder.
  4. Expand the Web Service category and click Content Upload Web Service to open the Content Web Service editor.
  5. On the Main Settings page, under Content Web Service Settings, view and note the Upload URL.

    6. It should look something like this:

    http://server name:11910/ptupload/upload.

    You will use this Portal Upload URL when performing the procedure Configuring the Content Upload Content Source.

  6. Click Cancel to exit the Content Web Service editor and return to the Administration directory.
  7. In the Portal Resources folder, expand the Content Source category.
  8. Click Content Upload to open the Remote Content Source editor.
  9. On the Properties and Names page of the Remote Content Source editor, view and note the Object ID value.

    10. You will use this Content Source ID value when performing the procedure Configuring the Content Upload Content Source.

Configuring the Content Upload Content Source

To configure Content Upload content source for Pathways:

  1. Log into AquaLogic Configuration Manager.
  2. In the Pathways section, select Content Sources.
  3. Select Enable Portal Upload to make the Content Upload settings appear.
  4. In the Portal Upload Content Source ID field, enter the Content Source ID that you noted in Locating the Content Upload Web Service URL and Content Source ID.
  5. In the Portal Upload Service URL field, enter the Upload URL that you noted in Locating the Content Upload Web Service URL and Content Source ID.
  6. Click Save to store the settings.
  7. Restart Pathways.

 

Defining Saved Search Email Notification Sending Time

Users can choose to receive an email notification with the results of a saved search. Users specify how frequently they receive email notifications on the Pathways Preferences page. This section describes how to define the time that Pathways sends saved search email notifications each day.

To define the time when Pathways sends saved search email notifications:

  1. Click Administration.
  2. From the Select Utility drop-down list, click Pathways Administration.
  3. Click the General tab.
  4. In the Notification drop-down box, choose the time that you want saved search email notifications to be sent each day.
  5. Click SAVE.

 

Configuring Pathways Pagelets

You can edit the variables in the pagelet_config.js file to configure the behavior of and add specific query restrictions to the following Pathways pagelets and portlets:

Pathways pagelets are surfaced in non-portal applications; Pathways portlets are surfaced in the portal.

The pagelet_config.js file is located in:

The following table describes the variables that you can edit:

Table 7-1 Variables in pagelet_config.js file
Variable Group
Variable
Description
General Settings
PWY_REST_URL
The URL to the Pathways API.
 
PWY_TAG_MAXLENGTH
The maximum number of characters allowed for tags that are created on the Pathways Results pagelet and Pathways Tag Me pagelet.
Pathways Search Pagelet
PWY_SEARCH_REDIRECT_URL
The URL to the page where the Pathways Search pagelet exists. Users are sent to this URL after clicking the Search button.

Note: This variable is only used for integrating with AquaLogic Ensemble 2.0, which is not yet available.
Pathways Results Pagelet
PWY_RESULTS_QUERY_
RESTRICTIONS
Defines the display of search results in the Pathways Results pagelet. For details on the parameters used with this variable, see “About the Pathways API” at
http://download.oracle.com/docs/cd/E13183_01/en/alui/devdoc/docs6x/aluidevguide/con_pathwaysapi.html .
 
PWY_RESULTS_PAGINATION_
SIZE
The maximum number of pages that users can paginate through on the Pathways Results pagelet.
 
PWY_RESULTS_PAGE_SIZE
The maximum number of items displayed per page in the Pathways Results pagelet.
 
PWY_RESULTS_MAX_TAGS
The maximum number of tags displayed for each item on the Pathways Results pagelet.
 
PWY_MAX_TITLE_LENGTH
The maximum number of characters allowed in search result names in the Pathways Results pagelet.
Pathways Tag Cloud Pagelet
PWY_TC_QUERY_RESTRICTIONS
Defines the display of tags in the Pathways Tag Cloud pagelet. For details on the parameters used with this variable, see “About the Pathways API” at
http://download.oracle.com/docs/cd/E13183_01/en/alui/devdoc/docs6x/aluidevguide/con_pathwaysapi.html .
Pathways Tag Me Pagelet
PWY_TM_REDIRECT_URL
The URL to the page on which the Pathways Results pagelet exists. After clicking a tag in the Pathways Tag Me pagelet, users are sent to this URL.

Note: This variable is only used for integrating with AquaLogic Ensemble 2.0, which is not yet available.
 
PWY_TM_ITEM_RESTRICTIONS
Defines the display of search results in the Pathways Tag Me pagelet. Configure this parameter to return exactly one item at one time.

Do not change values for the following variables in the pagelet_config.js file:


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