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Contents
List of Examples
List of Figures
List of Tables
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
Part I Fundamentals of the WebCenter Spaces Application
1
Understanding Oracle WebCenter Spaces Basics
1.1
Introducing the WebCenter Spaces Application
1.1.1
Understanding the WebCenter Spaces Application
1.1.2
Understanding the Sidebar and Personal and Group Spaces
1.1.2.1
Understanding the Sidebar
1.1.2.2
Understanding Personal Spaces
1.1.2.2.1
Personal Pages
1.1.2.2.2
Business Role Pages
1.1.2.3
Understanding Group Spaces
1.1.3
Understanding Oracle Composer
1.2
Introducing WebCenter Services
1.3
A Day in the Life of WebCenter
2
Learning Your Way Around
2.1
Registering Yourself with WebCenter Spaces
2.2
Logging In and Out of WebCenter Spaces
2.2.1
Logging In to WebCenter Spaces
2.2.2
Logging Out of WebCenter Spaces
2.3
Getting to Know Your Personal Space
2.4
Viewing Your Personal Profile Gallery
2.5
Hiding, Showing, Opening, and Closing Pages
2.5.1
Opening Pages
2.5.1.1
Opening Pages Through the Manage Pages Dialog
2.5.1.2
Accessing Pages that Are Open But Hidden
2.5.2
Hiding Pages
2.5.3
Showing Hidden Pages
2.5.4
Opening Group Spaces
2.5.5
Closing Group Spaces and Other Top-Level Tabs
2.6
Initiating Actions from Tabs
2.6.1
What You Should Know About the Page Actions Menu
2.6.2
Accessing a Space or Page Actions Menu
2.6.3
Sending a Message to Group Space Members or Moderators
2.6.4
Exposing a Group Space Page in Your Personal Space
2.6.5
Renaming a Page
2.6.6
Sending a Link to a Page
2.6.7
Previewing and Printing an Application Page
2.6.8
Viewing Space and Page Information
2.6.9
Obtaining a Group Space's Internal ID or a Group Space or Page's Direct URL
2.7
Accessing WebCenter Spaces Online Help
2.8
Contacting Your Application Administrator
3
Setting Your Personal Preferences
3.1
Choosing Your Preferred Display Language
3.1.1
What You Should Know About Display Languages in WebCenter Spaces
3.1.2
Setting a Session Display Language
3.1.3
Setting a User Preference Display Language
3.2
Setting Date and Time Preferences
3.3
Enabling or Disabling Screen Reader Optimization
3.4
Changing Your Application Look and Feel
3.5
Changing Your WebCenter Password
3.6
Providing Login Information for External Applications
3.7
Setting Messaging Preferences
3.8
Setting People Connections Preferences
3.8.1
Setting Activity Stream Preferences
3.8.2
Setting Connections Preferences
3.8.3
Setting Profile Preferences
3.8.4
Setting Message Board Preferences
3.8.5
Setting Feedback Preferences
3.9
Setting Preferences for WebCenter Spaces Search Results
3.9.1
Selecting the Services to Search
3.9.2
Specifying a Display Order for Search Results
3.9.3
Specifying the Type and Order of Information to Show with Search Results
3.10
Selecting Your Preferred Mail Connection
4
Organizing Your Environment
4.1
What You Should Know About Organizing Your Environment
4.2
Personalizing Your Page View
4.2.1
Rearranging Page Content
4.2.1.1
Rearranging Components by Dragging and Dropping
4.2.1.2
Rearranging Components Using the Actions Menu
4.2.2
Changing Your Page Layout
4.2.3
Removing Components from Your View of a Page
4.2.4
Resizing Components
4.2.5
Collapsing and Expanding Components
4.3
Removing Your Page Personalizations
4.4
Working with the WebCenter Spaces Sidebar
4.4.1
What You Should Know About the Sidebar
4.4.2
Toggling Sidebar Views
4.4.3
Hiding and Showing Task Flows in the Sidebar
4.4.4
Opening Task Flows from the Sidebar
4.4.5
Jumping to a Task Flow Main View from the Sidebar
4.5
Working with External Applications
4.5.1
What You Should Know About External Applications
4.5.2
Logging In to an External Application
4.5.3
Personalizing the Applications Pane
4.5.4
Managing Your External Application Login Credentials
5
Creating and Managing Favorites
5.1
What You Should Know About Favorites
5.2
Adding Favorites
5.3
Adding Favorites Folders
5.4
Managing Favorites
5.4.1
Adding a Favorite Through the Manage Favorites Window
5.4.2
Adding a Favorites Folder Through the Manage Favorites Window
5.4.3
Editing Favorites and Favorites Folders
5.4.4
Rearranging Favorites and Favorites Folders
5.4.5
Searching for Favorites
5.4.6
Deleting Favorites and Favorites Folders
Part II Working with WebCenter Spaces Pages
6
Understanding the Page Service and Oracle Composer
6.1
Understanding Pages and Page Management in WebCenter Spaces
6.1.1
Understanding WebCenter Spaces Page Types
6.1.2
Introducing the Page Actions Menu
6.1.3
Introducing the Manage Pages Dialog
6.1.4
Introducing Page Styles and Schemes
6.2
Introducing Oracle Composer
6.2.1
Accessing Oracle Composer
6.2.2
Introducing Design View and Source View
6.2.3
Introducing the Oracle Composer Catalog
6.2.4
Introducing the Component Properties Dialog
6.2.5
Introducing the Page Properties Dialog
6.2.6
Introducing the Reset Page Button
7
Managing Pages
7.1
What You Should Know About the Manage Pages Dialog
7.2
Opening the Manage Pages Dialog
7.3
Finding Pages in the Manage Pages Dialog
7.3.1
Searching for Pages in the Manage Pages Dialog
7.3.2
Filtering Your View of Pages in the Manage Pages Dialog
7.4
Changing the Order of Pages Through the Manage Pages Dialog
7.5
Setting Page Creation Defaults for Your Personal Pages
7.5.1
Introducing Default Page Schemes and Styles
7.5.2
Setting Page Creation Defaults for Personal Pages
7.6
Creating a Page Through the Manage Pages Dialog
7.7
Setting and Revoking Page Access Permissions
7.7.1
Setting Custom Page Access
7.7.2
Making a Personal Page Public
7.7.3
Revoking Custom Page Access
7.8
Copying a Page Through the Manage Pages Dialog
7.9
Entering Edit Mode Through the Manage Pages Dialog
7.10
Deleting a Page Through the Manage Pages Dialog
8
Creating, Editing, and Deleting Pages
8.1
Creating Pages
8.2
Editing Pages
8.2.1
Entering and Exiting Page Edit Mode
8.2.2
Removing All Edits, Personalizations, and Customizations from a Page
8.3
Setting Page Access
8.4
Working with Page Layouts, Styles, and Schemes
8.4.1
What You Should Know About Page Layouts, Styles, and Schemes
8.4.2
Changing the Page Scheme and Scheme Background Color
8.4.3
Changing Everyone's Page Layout
8.4.3.1
Switching Everyone's Page Layout Using Change Layout
8.4.3.2
Switching Everyone's Page Layout Using Add Box Icons
8.5
Using Pretty URLs for WebCenter Spaces Pages
8.6
Deleting Pages
9
Working with Page Layout Components
9.1
What You Should Know About Page Layout Components
9.1.1
The Box Layout Component
9.1.2
The HTML Markup Layout Component
9.1.3
The Hyperlink Layout Component
9.1.4
The Image Layout Component
9.1.5
The Movable Box Layout Component
9.1.6
The Text Layout Component
9.1.7
The Web Page Layout Component
9.1.8
Hidden Layout Components
9.2
Adding a Layout Component to a Page
9.3
Working with Layout Component Properties
9.3.1
Setting Properties on a Layout Component
9.3.1.1
Setting Layout Component Properties in Design View
9.3.1.2
Setting Layout Component Properties in Source View
9.3.2
Working with Box Layout Component Properties
9.3.3
Working with HTML Markup Layout Component Properties
9.3.4
Working with Hyperlink Layout Component Properties
9.3.5
Working with Image Layout Component Properties
9.3.6
Working with Movable Box Layout Component Properties
9.3.7
Working with Text Layout Component Properties
9.3.8
Working with Web Page Layout Component Properties
9.3.9
Working with Hidden Layout Component Properties
9.3.9.1
Working with panelStretchLayout Properties
9.3.9.2
Working with panelGroupLayout Properties
9.3.9.3
Working with Change Layout/Layout Customizable Properties
9.3.9.4
Working with spacer Properties
9.4
Deleting Layout Components
9.4.1
Deleting a Layout Component in Design View
9.4.2
Deleting a Layout Component in Source View
10
Working with Page Content
10.1
Adding Content to a Page
10.1.1
What You Should Know About Adding Content
10.1.2
Accessing and Exiting Oracle Composer
10.1.2.1
Opening a Page in Oracle Composer
10.1.2.2
Opening and Closing the Oracle Composer Catalog
10.1.2.3
Exiting Oracle Composer
10.1.3
Adding Documents to a Page
10.1.4
Adding Task Flows to a Page
10.1.5
Adding Portlets to a Page
10.1.5.1
Introducing Portlets
10.1.5.2
Adding a Portlet to a Page
10.1.6
Embedding Video, Music, Slides, and Other Types of Content
10.2
Customizing and Personalizing Page Content
10.3
Deleting Page Content
10.4
Setting Properties on Page Content
10.4.1
What You Should Know About Component Properties
10.4.2
Setting Component Properties
10.4.3
Working with Component Parameters
10.4.4
Working with Component Display Options
10.4.5
Using Expression Language (EL) Expressions with Component Properties
10.4.5.1
Introducing the Expression Builder
10.4.5.2
Expression Language Expressions
10.4.5.2.1
EL Expressions Relating to WebCenter Spaces Application Information
10.4.5.2.2
EL Expressions Relating to WebCenter Spaces Group Spaces
10.4.5.2.3
EL Expressions Relating to Application Pages
10.4.5.2.4
EL Expressions Relating to Services
10.4.5.2.5
EL Expressions Relating to WebCenter Spaces Navigation
10.4.5.2.6
EL Expressions Relating to Application Security
10.4.5.2.7
EL Expressions Relating to WebCenter Spaces User Preferences
10.4.5.2.8
Utilitarian EL Expressions
10.4.6
Working with Child Components
10.4.6.1
Hiding and Showing Child Components
10.4.6.2
Rearranging Child Components
10.4.7
Working with Style and Content Style Properties
10.4.7.1
Understanding Style and Content Style Properties
10.4.7.2
Entering Other CSS on the Style and Content Style Tabs
10.4.7.3
Using the Other CSS Property to Change Component Borders
10.4.8
Working with Component Contextual Events
11
Wiring Pages, Task Flows, Portlets, and UI Components
11.1
What You Should Know About Parameter and Event Wiring
11.2
Wiring One Component to Another
11.2.1
Wiring a Task Flow to a Task Flow
11.2.2
Wiring a Portlet to a Portlet
11.2.3
Wiring a UI Component to a UI Component
11.2.4
Wiring a Portlet to a Task Flow
11.2.5
Wiring a Task Flow to a Portlet
11.2.6
Wiring a UI Component to a Task Flow
11.3
Wiring Components and Page Parameters
11.3.1
Creating Page Parameters
11.3.2
Consuming Page Parameters
11.4
Working with the Parameter Form and Display Portlets
11.4.1
What You Should Know About the Parameter Form and Display Portlets
11.4.2
Adding the Parameter Form and Display Portlets to a Page
11.4.3
Customizing the Parameter Form Portlet
11.4.4
Wiring the Parameter Form and Display Portlets
11.5
Passing Parameter Values Through the Page URL
Part III Working with WebCenter Spaces Group Spaces
12
Understanding Group Space Basics
12.1
What You Should Know About Group Spaces
12.2
Viewing Available Group Spaces
12.3
Subscribing to a Group Space
12.3.1
Subscribing to a Group Space (Registered WebCenter Spaces User)
12.3.2
Subscribing to a Group Space (Unregistered WebCenter Spaces User)
12.4
Unsubscribing from a Group Space
12.5
Requesting a Group Space Member Role Change
12.6
Interacting with Group Spaces Before Logging In (Public User)
13
Building Group Spaces
13.1
Who Is the Group Space Moderator?
13.2
What You Should Know About Group Space Templates
13.3
Creating a New Group Space
13.4
Managing a Group Space
13.5
Managing Group Space Pages
13.6
Customizing Standard Group Space Pages
13.6.1
Customizing the Home Page
13.6.2
Customizing the Self-Subscription Page
13.6.3
Customizing the Unauthorized Access Page
13.6.4
Customizing the Group Space Unavailable Page
13.7
Setting a Group Space Display Language
13.8
Applying a Look and Feel to a Group Space
13.8.1
Choosing a Default Page Scheme and Style
13.8.2
Changing the Group Space Display Name
13.8.3
Changing the Group Space Icon
13.8.4
Changing the Group Space Logo
13.8.5
Applying a Group Space Site Template
13.8.6
Applying a Group Space Skin
13.8.7
Customizing Copyright and Privacy Statements
13.9
Defining Custom Attributes for a Group Space
13.10
Creating Your Own Group Space Templates
13.11
Adding Wikis or Blogs
13.12
Making a Group Space Available
13.12.1
Making a Group Space Known (Discoverable)
13.12.2
Granting WebCenter Spaces Users Access to a Group Space
13.12.2.1
Granting Access to a Group Space
13.12.2.2
Granting Access to Individual Group Space Pages
13.12.3
Granting Public Access to a Group Space
13.12.3.1
Making a Group Space Public
13.12.3.2
Making Individual Group Space Pages Public
14
Managing Group Spaces
14.1
Accessing Group Space Administration Pages
14.2
Renaming a Group Space (and Changing the Group Space URL)
14.3
Managing Group Space Services
14.3.1
Enabling and Disabling Services Available to a Group Space
14.3.2
Configuring a Custom Group Space Mail Distribution List
14.3.3
Specifying Where Group Space Discussions Are Stored
14.3.4
Publishing Group Space Mail in a Discussion Forum
14.3.5
Enabling or Disabling RSS News Feeds for a Group Space
14.4
Taking a Group Space Offline
14.5
Bringing a Group Space Back Online
14.6
Closing a Group Space
14.7
Deleting a Group Space
14.8
Managing Group Space Templates
14.9
Working with the Group Spaces Task Flow
14.9.1
Setting Group Spaces Task Flow Properties
15
Managing Group Space Members and Roles
15.1
Setting Up the Group Space Membership Policy
15.1.1
Managing Self-Subscription and Membership Changes for a Group Space
15.1.2
Managing Approval Requirements for Group Space Unsubscription
15.2
Managing Group Space Roles and Permissions
15.2.1
What You Should Know About Group Space Roles and Permissions
15.2.1.1
Understanding the Default Group Space Roles
15.2.1.2
Understanding Group Space Permissions
15.2.1.3
Understanding Custom Group Space Roles
15.2.2
Defining Custom Group Space Roles
15.2.3
Viewing and Editing Permissions of a Group Space Role
15.2.4
Deleting a Group Space Role
15.3
Managing Members and Assigning Roles
15.3.1
What You Should Know About Group Space Membership
15.3.2
Viewing Group Space Members
15.3.3
Composing Messages to New Members
15.3.4
Adding Members to a Group Space
15.3.4.1
Adding or Inviting a WebCenter Spaces User
15.3.4.2
Allowing a WebCenter Spaces User to Self-Subscribe
15.3.4.3
Inviting a Non-WebCenter Spaces User
15.3.5
Changing Member Role Assignments
15.3.6
Approving Requests for Group Space Membership
15.3.7
Communicating with Moderators and Members of a Group Space
15.3.7.1
Sending a Message from the Group Spaces Page
15.3.7.2
Sending a Message from the Members Page
15.3.7.3
Contacting the Group Space Moderator(s)
15.3.7.3.1
Contacting Moderator(s) from the Group Spaces Page
15.3.7.3.2
Contacting Moderators from the Actions Menu
15.3.8
Revoking Group Space Membership
15.4
Working with the Members Task Flow
15.4.1
What You Should Know About the Members Task Flow
15.4.2
Managing Group Space Membership Through the Members Task Flow
15.4.3
Contacting All Group Space Members
15.4.4
Contacting Individual Group Space Members
15.4.5
Sorting Members
15.4.6
Filtering Members
15.4.7
Setting Members Task Flow Properties
Part IV Services A Through N
16
Working with the Announcements Service
16.1
What You Should Know About the Announcements Service
16.1.1
Understanding the Announcement Manager Task Flow
16.1.2
Understanding the Announcements Task Flow
16.2
Working with Announcements Service Task Flows
16.2.1
Adding an Announcements Service Task Flow to a Page
16.2.2
Working with the Announcement Manager Task Flow
16.2.2.1
Viewing Announcements in the Announcement Manager
16.2.2.2
Adjusting Your View of the Announcement Manager
16.2.2.3
Creating an Announcement
16.2.2.4
Editing Announcements
16.2.2.5
Deleting an Announcement
16.2.3
Working with the Announcements Task Flow
16.2.3.1
Viewing Announcements in the Announcements Task Flow
16.2.3.2
Sending Mail from an Announcement
16.2.3.3
Linking a WebCenter Object to an Announcement
16.3
Setting Announcements Service Task Flow Properties
17
Working with the Discussions Service
17.1
What You Should Know About the Discussions Service
17.2
Working with Discussions Service Task Flows
17.2.1
Adding a Discussions Service Task Flow to a Page
17.2.2
Creating a Discussion Forum
17.2.3
Editing the Forum Name and Description
17.2.4
Creating and Managing Forum Topics and Replies
17.2.4.1
Posting a New Forum Topic
17.2.4.2
Replying to Topic Posts
17.2.4.3
Viewing Topic Posts and Replies
17.2.4.4
Editing Topics and Replies
17.2.4.5
Deleting Topic Posts and Replies
17.2.4.6
Switching Between Topic View Modes
17.2.5
Showing and Hiding Additional Discussion Forum Information
17.2.5.1
Showing or Hiding Information in the Forums Task Flow
17.2.5.2
Showing or Hiding Information in the Popular Topics Task Flow
17.2.5.3
Showing or Hiding Information in the Recent Topics Task Flow
17.2.5.4
Showing or Hiding Information in the Watched Forums Task Flow
17.2.5.5
Showing or Hiding Information in the Watched Topics Task Flow
17.2.6
Watching Forums and Topics
17.2.6.1
Adding a Discussion Forum or Topic to Your Watch List
17.2.6.2
Removing a Discussion Forum or Topic from a Watch List
17.2.6.3
Viewing Watched Forums and Topics from the Sidebar
17.2.7
Sending Mail from Discussion Topics
17.3
Setting Discussions Service Task Flow Properties
18
Working with the Documents Service
18.1
What You Should Know About the Documents Service
18.1.1
What You Should Know About Integration with Microsoft Office
18.1.2
What You Should Know About Integration with Microsoft Windows Explorer
18.1.3
What You Should Know About the Documents Service Task Flows
18.1.4
Understanding the Content Presenter Task Flow
18.1.5
Understanding the Document List Viewer Task Flow
18.1.6
Understanding the Document Manager Task Flow
18.1.7
Understanding the Recent Documents Task Flow
18.2
Working with Microsoft Office Integration
18.2.1
Opening a File
18.2.1.1
Opening a File Already Check Out By Another User
18.2.2
Displaying and Hiding the Microsoft Office Task Pane
18.2.2.1
Displaying or Hiding the Task Pane Manually
18.2.2.2
Displaying or Hiding the Task Pane By Default
18.2.3
Working with the Microsoft Office Task Pane
18.2.3.1
Adding a File
18.2.3.1.1
Saving a File As a New File in a Personal Space or Group Space
18.2.3.1.2
Adding a New File Using the Task Pane
18.2.3.2
Adding a New Folder
18.2.3.3
Checking a File Out
18.2.3.3.1
Checking the Currently Open File Out Again After Checking It In
18.2.3.4
Checking a File In
18.2.3.5
Managing the Currently Open File
18.2.3.6
Managing Other Files in the Current Personal Space or Group Space
18.2.3.7
Managing Folders
18.2.3.8
Viewing Link Targets
18.2.3.9
Viewing Document Information
18.2.3.10
Working with File Version Histories
18.2.3.11
Adding Members to a Group Space
18.2.3.12
Sending a Message
18.2.3.12.1
Sending a Message to the Current User
18.2.3.12.2
Sending a Message to Your People Connections
18.2.3.12.3
Sending a Message to All Members of a Group Space
18.2.4
Closing a File
18.2.4.1
Closing a File After Checking It In
18.2.4.2
Closing a File Before Checking It In
18.2.4.2.1
Closing an Unchanged File
18.2.4.2.2
Closing an Updated File
18.3
Working with Windows Explorer Integration
18.3.1
Adding a Personal Space as a Network Place
18.3.2
Adding a Group Space as a Network Place
18.3.3
Working with Files Using Windows Explorer
18.4
Working with the Documents Service Task Flows
18.4.1
Adding a Documents Service Task Flow to a Page
18.4.2
Displaying Content Using the Content Presenter Task Flow
18.4.3
Adding a File
18.4.3.1
Uploading Multiple Files
18.4.3.2
Uploading a Single File
18.4.3.2.1
Uploading a File Using the Toolbar
18.4.3.2.2
Uploading a File Using a Menu
18.4.3.3
Creating and Editing Rich Text Documents
18.4.3.3.1
Creating HTML Files with the Rich Text Editor
18.4.3.3.2
Editing an HTML File with the Rich Text Editor
18.4.3.4
Copying and Pasting Files
18.4.3.4.1
Copying and Pasting Files Using the Toolbar
18.4.3.4.2
Copying and Pasting Files Using a Menu
18.4.4
Creating and Copying Folders
18.4.4.1
Creating Folders Using the Create a New Folder Icon
18.4.4.2
Copying a Folder and Its Content
18.4.5
Opening Files and Folders
18.4.5.1
Opening a File
18.4.5.2
Opening a Folder
18.4.6
Managing Files and Folders in a Document Manager Task Flow
18.4.6.1
Navigating to Files and Folders
18.4.6.2
Checking a File Out or In
18.4.6.2.1
Checking a File Out
18.4.6.2.2
Canceling File Check Out
18.4.6.2.3
Checking a File In
18.4.6.3
Viewing File and Folder Properties
18.4.6.4
Renaming Files and Folders
18.4.6.4.1
Renaming a File or Folder Through a Menu
18.4.6.4.2
Renaming a File and Revising Its Description Through Properties
18.4.6.5
Moving Files and Folders
18.4.6.6
Working with File Version Histories
18.4.6.6.1
Viewing a File Version History
18.4.6.6.2
Deleting a File Version
18.4.6.7
Deleting Files and Folders
18.4.6.8
Reviewing and Collaborating on Documents
18.4.7
Sharing Content Using a Document Manager Task Flow
18.4.8
Running Document Searches in the Document Manager Task Flow
18.4.8.1
Running a Basic Document Search
18.4.8.2
Running an Advanced Document Search
18.5
Personalizing and Customizing Documents Service Task Flows
18.5.1
What You Should Know About Personalizing and Customizing
18.5.2
Personalizing Documents Service Task Flows
18.5.2.1
Hiding and Showing Columns
18.5.2.2
Reordering Columns
18.5.2.3
Sorting Files and Folders
18.5.3
Customizing Documents Service Task Flows
18.6
Setting Documents Service Task Flow Properties
18.6.1
Setting Content Presenter Task Flow Properties
18.6.2
Setting Document Manager Task Flow Properties
18.6.3
Setting Document List Viewer Task Flow Properties
18.6.4
Setting Recent Documents Task Flow Properties
18.6.5
Setting Documents Service Properties on the Display Options Tab
18.6.5.1
Setting Individual Document Properties
19
Working with the Events Service
19.1
What You Should Know About the Events Service
19.2
Working with Events Service Features
19.2.1
Adding an Events Service Task Flow to a Page
19.2.2
Accessing Your Personal Microsoft Exchange Calendar
19.2.3
Viewing Events
19.2.3.1
Displaying the Events Page for a Group Space
19.2.3.2
Displaying Events by Day, Week, or Month or as a List
19.2.3.3
Viewing Events for a Different Date
19.2.3.4
Refreshing Your View of Events
19.2.3.5
Setting Time Display Preferences
19.2.4
Scheduling Events
19.2.5
Viewing Event Details
19.2.6
Revising Scheduled Events
19.2.7
Cancelling Scheduled Events
19.2.8
Displaying Multiple Calendars in a Single Task Flow
19.3
Setting Events Service Task Flow Properties
20
Working with the Instant Messaging and Presence Service (IMP)
20.1
What You Should Know About the IMP Service
20.2
Working with IMP Service Features and Task Flows
20.2.1
Viewing the Status of Other Users
20.2.2
Sending a Mail Message from the Presence Icon Menu
20.2.3
Sending an Instant Message from the Presence Icon Menu
20.2.4
Initiating a Phone Conference from the Presence Icon Menu
20.2.5
Adding a Buddies Task Flow to a Page
20.2.6
Working with the Buddies List
20.2.6.1
What You Should Know About the Buddies List
20.2.6.2
Sorting Buddies
20.2.6.3
Filtering Buddies
20.2.6.4
Viewing the Status of Contacts
20.3
Setting IMP Task Flow Properties
21
Working with the Links Service
21.1
What You Should Know About the Links Service
21.2
Working with Links Service Features
21.2.1
Linking to Existing Objects
21.2.1.1
Opening the Links Dialog to Link to Existing Objects
21.2.1.2
Linking to an Existing Announcement
21.2.1.3
Linking to an Existing Discussion Forum Topic
21.2.1.4
Linking to an Existing Document
21.2.1.5
Linking to an Existing Event
21.2.2
Linking to New Objects
21.2.2.1
Opening the Links Dialog to Link to a New Object
21.2.2.2
Adding and Linking to a Discussion Forum Topic
21.2.2.3
Adding and Linking to a Document
21.2.2.4
Adding and Linking to an Event
21.2.2.5
Adding and Linking to a Note
21.2.2.6
Linking to a Web Page
21.2.3
Accessing Link Targets
21.2.4
Deleting a Link
22
Working with the Lists Service
22.1
What You Should Know About the Lists Service
22.2
Working with Lists Service Task Flows
22.2.1
Adding Lists Service Task Flows to a Page
22.2.2
Viewing Lists
22.2.3
Creating and Managing Lists
22.2.3.1
Creating a List
22.2.3.2
Editing List Structure
22.2.3.2.1
Renaming a List and Revising a List Description
22.2.3.2.2
Adding Columns to a List
22.2.3.2.3
Revising List Column Details
22.2.3.2.4
Rearranging List Columns on All Instances of a List
22.2.3.2.5
Deleting a List Column
22.2.3.3
Copying a List
22.2.3.4
Deleting Lists
22.2.4
Adding and Managing List Data
22.2.4.1
Adding Data to a List
22.2.4.2
Editing List Data
22.2.4.3
Creating Hyperlinks on List Data
22.2.4.4
Refreshing List Data
22.2.4.5
Deleting List Rows
22.2.5
Personalizing and Customizing Lists
22.2.5.1
Sorting List Data on a Column
22.2.5.1.1
Sorting List Data Using Column Icons
22.2.5.1.2
Performing an Advanced Sort of List Data
22.2.5.2
Resizing List Columns
22.2.5.3
Changing Column Order on a List Instance
22.2.5.4
Freezing a Column Position
22.2.5.5
Wrapping Column Data
22.2.5.6
Applying Color Banding to List Rows
22.2.5.6.1
Applying Color Banding to Your Personal View of a List
22.2.5.6.2
Removing Personal Color Banding
22.2.5.6.3
Applying Color Banding to Everyone's View of a List Instance
22.2.5.6.4
Removing Color Banding from Everyone's View of a List
22.2.5.7
Filtering List Data
22.2.5.7.1
Applying an Ad Hoc Filter to a List Instance
22.2.5.7.2
Applying a Permanent, Personal Filter to a List Instance
22.2.5.7.3
Removing a Permanent, Personal List Filter
22.2.5.7.4
Applying Filters to Everyone's View of a List
22.2.5.7.5
Removing Filters from Everyone's View of a List
22.2.6
Sending a Link to a List to Other Users
22.2.7
Exporting a List to a Spreadsheet and Importing an Exported List
22.2.7.1
What You Should Know About Exporting and Importing Lists
22.2.7.2
Exporting a List to a Spreadsheet
22.2.7.3
Importing an Exported List
22.3
Setting Lists Service Task Flow Properties
23
Working with the Mail Service
23.1
What You Should Know About the Send Mail Feature
23.1.1
Configuring the Send Mail Feature
23.2
What You Should Know About the Mail Service
23.3
Working with the Mail Service Task Flow
23.3.1
Adding the Mail Service Task Flow to a Page
23.3.2
Logging in to Mail
23.3.3
Personalizing Your View of the Mail Task Flow
23.3.4
Opening Mail Messages
23.3.5
Downloading Mail Attachments
23.3.6
Composing and Sending Mail Messages
23.3.7
Sending Mail with Attachments
23.3.8
Removing Attachments from the Add Attachment Window
23.3.9
Replying to and Forwarding Mail
23.3.10
Refreshing Mail
23.3.11
Deleting Mail
23.4
Setting Mail Service Task Flow Properties
24
Working with the Notes Service
24.1
What You Should Know About the Notes Service
24.2
Working with the Notes Service Task Flow
24.2.1
Adding a Notes Service Task Flow to a Page
24.2.2
Creating a Note
24.2.3
Filtering and Clearing Filters on Notes
24.2.4
Editing Note Details
24.2.5
Refreshing Your View of Notes
24.2.6
Deleting Notes
24.3
Setting Notes Service Task Flow Properties
Part V Services P Through W
25
Working with the People Connections Service
25.1
What You Should Know About the People Connections Service
25.1.1
What You Should Know About Profile
25.1.2
What You Should Know About Connections
25.1.3
What You Should Know About Feedback
25.1.4
What You Should Know About Message Board
25.1.5
What You Should Know About Activity Stream
25.2
Working with People Connections Service Task Flows
25.2.1
Adding a People Connections Service Task Flow to a Page
25.2.2
Working with Profile Task Flows
25.2.2.1
Viewing Profile Details
25.2.2.2
Setting Your Personal Status Note
25.2.2.3
Uploading and Updating a Personal Profile Picture
25.2.2.4
Editing Your Personal Profile
25.2.3
Working with Connections Task Flows
25.2.3.1
Viewing Your Connections
25.2.3.1.1
Viewing Your Connections
25.2.3.1.2
Searching Through Your Connections
25.2.3.2
Personalizing Your View of Connections
25.2.3.3
Inviting Others to Connect
25.2.3.4
Viewing Invitations to Connect
25.2.3.4.1
Viewing Invitations You Have Sent
25.2.3.4.2
Viewing Invitations You Have Received
25.2.3.5
Responding to Invitations to Be a Connection
25.2.3.6
Creating and Managing Connections Lists
25.2.3.6.1
Creating a Connections List
25.2.3.6.2
Adding a Connection to a List
25.2.3.6.3
Removing a Connection from a List
25.2.3.6.4
Deleting a Connections List
25.2.3.7
Deleting a Connection
25.2.4
Working with Feedback Task Flows
25.2.4.1
Viewing Feedback You Have Posted or Received
25.2.4.2
Posting Feedback
25.2.4.3
Sorting and Filtering Feedback Posts
25.2.4.4
Hiding Feedback in Your Own View
25.2.4.5
Showing Hidden Feedback Posts
25.2.4.6
Deleting Feedback You Have Posted
25.2.4.7
Hiding Feedback Action Links and Icons on a Task Flow Instance
25.2.5
Working with Message Board Task Flows
25.2.5.1
Viewing Message Board Messages
25.2.5.1.1
Viewing Messages Left for You
25.2.5.1.2
Viewing Messages Left for Others
25.2.5.2
Posting Message Board Messages
25.2.5.3
Editing Message Board Messages
25.2.5.4
Sorting and Filtering Message Board Messages
25.2.5.5
Hiding Messages You Have Received
25.2.5.6
Showing Hidden Messages
25.2.5.7
Deleting Message Board Messages
25.2.5.8
Hiding Message Board Action Links and Icons on a Task Flow Instance
25.2.6
Working with the Activity Stream Task Flow
25.2.6.1
Setting Your Activity Stream Preferences on a Task Flow Instance
25.2.6.2
Specifying which Users to Show in an Activity Stream Task Flow Instance
25.2.6.3
Summarizing Activity Stream Entries in a Task Flow Instance
25.3
Setting People Connections Service Task Flow Properties
26
Working with the RSS Service
26.1
What You Should Know About the RSS Service
26.1.1
RSS Icon
26.1.2
RSS Task Flow
26.2
Obtaining Service News Feeds
26.2.1
Obtaining the Recent Activities News Feed
26.2.1.1
Obtaining a Recent Activity News Feed URL from the RSS Manager
26.2.1.2
Obtaining a News Feed URL from the Recent Activity Task Flow
26.2.2
Obtaining the Discussion Forums News Feed
26.2.2.1
Obtaining a Discussion Forum News Feed from the RSS Manager
26.2.2.2
Obtaining a News Feed from the Discussions Page
26.2.2.3
Obtaining a News Feed from a Discussion Forum Manager Task Flow
26.2.3
Obtaining List News Feeds
26.2.3.1
Obtaining a List News Feed from the RSS Manager
26.2.3.2
Obtaining a News Feed from the Lists Page
26.2.3.3
Obtaining a News Feed from a List Task Flow
26.2.4
Obtaining an Announcements News Feed
26.2.4.1
Obtaining an Announcements News Feed from the RSS Manager
26.2.4.2
Obtaining a News Feed from the Announcements Page
26.2.4.3
Obtaining a News Feed from an Announcements Task Flow
26.2.5
Obtaining WebCenter Blog RSS Feeds
26.3
Working with the RSS Task Flow
26.3.1
Adding an RSS Service Task Flow to a Page
26.3.2
Editing Feed Information for an RSS Task Flow
26.3.3
Refreshing an RSS Task Flow
26.3.4
Deleting an RSS Task Flow From the Page
26.4
Setting RSS Service Task Flow Properties
27
Working with the Recent Activities Service
27.1
What You Should Know About the Recent Activities Service
27.2
Working with the Recent Activities Service Task Flow
27.2.1
Personalizing the Recent Activity Task Flow
27.2.2
Accessing Recently Acted-On Items
27.2.3
Refreshing the Recent Activity Task Flow
27.3
Setting Recent Activities Service Task Flow Properties
28
Working with the Search Service
28.1
What You Should Know About the Search Service
28.1.1
Setting Search Preferences
28.2
Working with Search Service Task Flows
28.2.1
Adding a Search Service Task Flow to a Page
28.2.2
Searching in a WebCenter Application
28.2.2.1
Performing a Global Search
28.2.2.2
Performing a Group Space Search
28.2.3
Refining the Display of Search Results
28.2.4
Saving Searches
28.2.4.1
Saving a Search
28.2.4.2
Running a Saved Search
28.2.4.3
Sharing a Saved Search in WebCenter Spaces
28.2.4.4
Customizing a Saved Search
28.2.4.5
Deleting a Saved Search
28.3
Setting Search Service Task Flow Properties
29
Working with the Tags Service
29.1
What You Should Know About the Tags Service
29.1.1
Understanding Tags
29.1.2
Understanding the Tags Task Flow
29.1.3
Understanding the Similarly Tagged Items Task Flow
29.1.4
Understanding the Tag Center
29.2
Working with Tags Service Features and Task Flows
29.2.1
Adding a Tags Service Task Flow to a Page
29.2.2
Tagging WebCenter Application Pages
29.2.3
Tagging WebCenter Application Documents
29.2.4
Working with Tags and Tagged Items in the Tags Task Flow
29.2.4.1
Viewing Tags and Tagged Items in the Tags Task Flow
29.2.4.2
Sorting Tags and Tagged Items
29.2.4.3
Filtering Tags and Tagged Items
29.2.4.4
Renaming a Tag from the Tags Task Flow
29.2.4.5
Deleting a Tag from the Tags Task Flow
29.2.5
Viewing Tags and Tagged Items in Search Results
29.2.6
Working with Tags and Tagged Items in the Tag Center
29.2.6.1
Opening the Tag Center
29.2.6.2
Selecting Different Views and Arrangements of Tags in the Tag Cloud
29.2.6.3
Selecting Different Views and Arrangements of Tagged Items
29.2.6.4
Refining the Display of Information in the Tag Center
29.2.6.5
Discovering Who Has Used a Tag in the Tag Center
29.2.6.6
Editing the Tags Associated with an Item from the Tag Center
29.3
Setting Tags Service Task Flow Properties
30
Working with Wikis and Blogs
30.1
What You Should Know About Wikis and Blogs
30.1.1
About Wiki Modes
30.1.2
About Blog Modes
30.2
Exposing Wikis and Blogs in WebCenter Spaces
30.2.1
Exposing a Wiki or a Blog on a WebCenter Spaces Page
30.2.1.1
Exposing a New Wiki or Blog
30.2.1.2
Exposing an Existing Wiki or Blog
30.2.2
Creating a Link to a Wiki or Blog in a WebCenter Spaces Application
30.2.3
Accessing Information About a Wiki Domain
30.3
Working with Wiki and Blog Content
30.3.1
Working with Wiki Pages
30.3.1.1
Creating a Wiki Page
30.3.1.2
Editing a Wiki Page
30.3.1.3
Printing a Wiki Page
30.3.1.4
Accessing Information About a Wiki Page
30.3.1.5
Deleting a Wiki Page
30.3.1.6
Restoring an Older Version of a Wiki Page
30.3.2
Working with Blog Entries
30.3.2.1
What You Should Know About Blog Entries
30.3.2.2
Creating a Blog Entry
30.3.2.3
Editing a Blog Entry
30.3.2.4
Adding a Blog Comment
30.3.2.5
Deleting a Blog Comment
30.3.2.6
Viewing Information About a Blog
30.3.2.7
Deleting a Blog Entry
30.3.2.8
Adding and Removing Additional Blog Authors
30.3.3
Using Wiki HTML Editor Controls
30.3.4
Using Wiki Mark-Up
31
Working with the Worklist Service
31.1
What You Should Know About the Worklist Service
31.2
Adding a Worklist Service Task Flow to a Page
31.3
Working with the Worklist Service Task Flow
31.3.1
Viewing and Responding to Worklist Items
31.3.2
Setting Messaging Preferences
31.3.3
Arranging Your Display of Worklist Items
31.4
Setting Worklist Service Task Flow Properties
Part VI Working with Portlets
32
What You Should Know About Portlets
32.1
What Is a Portlet?
32.2
What Does a Portlet Look Like?
32.3
What Can I Do with Portlets?
32.4
What Kinds of Portlets Can I Use?
32.4.1
Prebuilt Portlets
32.4.2
JSF Portlets
32.4.3
Programmatic Portlets
32.4.4
Web Clipping
32.4.5
OmniPortlet
32.4.6
Parameter Form and Parameter Display Portlets
33
Working with OmniPortlet
33.1
What You Should Know About OmniPortlet
33.2
Working with the OmniPortlet Wizard
33.2.1
Adding an OmniPortlet Instance to a Page
33.2.2
Accessing the OmniPortlet Wizard
33.2.3
Selecting the Data Source Type
33.2.4
Identifying the Data Source
33.2.4.1
Proxy Authentication
33.2.4.2
Connection and Portlet Parameters
33.2.4.3
Spreadsheet
33.2.4.4
SQL
33.2.4.5
XML
33.2.4.6
Web Service
33.2.4.7
Web Page
33.2.5
Setting Filtering Options
33.2.6
Setting View Options
33.2.7
Setting Layout Options
33.2.7.1
Tabular Layout
33.2.7.2
Chart Layout
33.2.7.3
News Layout
33.2.7.4
Bullet Layout
33.2.7.5
Form Layout
33.2.7.6
HTML Layout
33.2.7.7
Parameter Form Layout
33.2.8
Customizing Your OmniPortlet
33.3
Working with OmniPortlet Parameters
33.4
Setting OmniPortlet Properties
33.5
Troubleshooting OmniPortlet
34
Working with the Web Clipping Portlet
34.1
What You Should Know About Web Clipping
34.2
Working with the Web Clipping Portlet
34.2.1
Adding a Web Clipping Portlet to a Page
34.2.2
Clipping Content for Display in the Web Clipping Portlet
34.2.3
Adding a Web Clipping That Users Can Personalize
34.2.3.1
Selecting a Clipping from OTN
34.2.3.2
Parameterizing a Web Clipping Portlet
34.2.3.3
Personalizing a Web Clipping Portlet
34.3
Setting Web Clipping Portlet Properties
34.4
Current Limitations of Web Clipping
34.5
Troubleshooting Web Clipping
Glossary
Index
Scripting on this page enhances content navigation, but does not change the content in any way.