| Oracle® Fusion Middleware Administrator's Guide for Oracle WebCenter 11g Release 1 (11.1.1) E12405-02 |
|
 Previous |
 Next |
| Oracle® Fusion Middleware Administrator's Guide for Oracle WebCenter 11g Release 1 (11.1.1) E12405-02 |
|
Previous |
Next |
This chapter describes how to manage personal pages and business role pages, and how to set up WebCenter Spaces for the public user. It includes the following sections:
Audience
The content of this chapter is intended for WebCenter Spaces administrators. Users granted the WebCenter Spaces Administrator role or a custom role that grants the Application-Manage permission).
A business role page is different to a personal page in that it gets pushed to all the users to which it is assigned. When a user logs in, they immediately see business role pages assigned to them as a tab in their personal space. Personal pages are not presented automatically to others when shared. Users discover personal pages that others have shared through their page manager.
Business role pages are an efficient way of rolling out pages to a common audience. For example, if everyone in the HR department need access to a Hiring Status page the administrator can assign this business role page to the department's role (HR_ORG) rather than granting page access privileges to each department member individually. In an instant, this page gets pushed to every single user assigned to the HR_ORG role.
If someone who is not part of the HR_ORG role wants to see the page, like the CEO, the administrator can gives this user access to the business role page too.
Only a WebCenter Spaces administrator can create a business role page. See Section 20.1.2, "Creating a Business Role Page". From the WebCenter Administration page, administrators can view and edit business role pages, set up page defaults, copy pages, delete pages, and manage page security.
Other users can edit, copy and delete business role pages, and change page permissions, but only if a WebCenter Spaces administrator grants them the privilege to do so. See Section 20.1.3, "Specifying the Target Audience for Business Role Pages".
Default Welcome Page
Out-of-the-box, WebCenter Spaces provides a business role page named Welcome (Figure 20-1). By default, this page appears as the first page in everyone's personal space. You can edit the content of this page, change its position, hide the page from everyone, or grant custom permissions, as described in this chapter, but you cannot delete this page.
To create a new business role page and push it out to a targeted audience:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the Personal Space tab.
Click the Pages tab.
All WebCenter Spaces pages are listed here, including existing business role pages (Figure 20-2).
Click Create New Business Role Page.
Enter a name for the page (Page Name), and then choose a Scheme, Background Color, and Style.
The defaults that you see on this dialog box are the same as any defaults you set for personal pages. See also, Section 20.2.2, "Setting Up a Default Look and Feel for Personal Pages".
For information about these options, see "Creating, Editing, and Deleting Pages" in Oracle Fusion Middleware User's Guide for Oracle WebCenter.
Click Create.
An empty page opens with your chosen look and feel.
You can add content to the page later on (see "Working with Page Content" in Oracle Fusion Middleware User's Guide for Oracle WebCenter), first lets set access permissions for the business role page.
Administrators can configure page permissions in two places—through their own Manage Pages dialog box (see "Setting and Revoking Page Access Permissions" in Oracle Fusion Middleware User's Guide for Oracle WebCenter) or through WebCenter Administration pages. The following steps describe the second method.
Next steps:
Add content to the page, for details, see "Working with Page Content" in Oracle Fusion Middleware User's Guide for Oracle WebCenter.
Define the page audience, see Section 20.1.3, "Specifying the Target Audience for Business Role Pages".
Choose the page display order, see Section 20.1.4, "Choosing a Default Display Order for Business Role Pages".
Users assigned to the business role page will see this business role page in their personal space the next time they log in to WebCenter Spaces.
The target audience for business role pages may change from time to time. For example, you might want the whole sales team or an individual sales person to see a page originally designed for a product development team. Or maybe you want someone else to edit the page who currently does not have the Edit Page privilege.
Administrators can configure page permissions in two places—through WebCenter Administration pages (described below) or through their Manage Pages dialog box (see "Setting and Revoking Page Access Permissions" in Oracle Fusion Middleware User's Guide for Oracle WebCenter).
To add or change user permissions for a business role page:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the Personal Space tab.
Click the Pages tab.
From the Show drop down, choose Group By Category.
The Business Role Page section lists every business role page in WebCenter Spaces.
Click the Actions icon for the page, and choose Set Page Access (Figure 20-3).
The Set Page Access dialog box opens (Figure 20-4.)
Set access permissions:
To grant access to additional users and roles, click Add Access, and then make your selection(s). Follow step 8 through 9.
To modify the permissions assigned to a current user or a role, select or deselect the appropriate permission check boxes. For details, see step 10.
To revoke access to the pages, highlight the user or the role, and then click Delete Access.
Click Add Access.
The Add Access dialog box opens (Figure 20-5).
Identify users allowed to see this business role page.
Choose from all available users, enterprise groups, enterprise roles, and application roles. If you are not sure of their names, search your identity store:
Enter two or more characters that appear in the name you are looking for.
Click the Search icon.
Users, groups, and roles matching your search criteria display in the Add User dialog box. The search is not case-sensitive.
Select one or more names from the list.
To choose multiple users, multi-select all the names required. Ctrl-Click rows to select more than one.
Click Select.
The Set Page Access dialog box displays your selections. By default, users have view-only permissions on the page (see Figure 20-6).
Select one or more check boxes to grant page privileges:
View Page—Users can view the page but cannot perform any actions on the page.
Edit Page—Users can edit the page. This includes adding, rearranging, and deleting content.
Delete Page—Users can delete the page.
Manage Page—Users have full access rights to the page. These users can edit the page, revise the page layout, set additional access privileges for other users, and all other page privileges.
Personalize Page—Users can change their personal view of the page. Such changes do not affect any other user's view of the page.
|
Note: To revoke a privilege, deselect the check box. |
For more information, see Section 19.1.3, "Understanding Application Permissions".
Click OK to save your changes.
If you present business role pages in a logical order the page content is more accessible and easier for users to navigate. As administrator, you can determine the default order in which business role pages are initially presented to their intended audience.
Individual users can change the display order that you specify through their personal Page Manager if they want or hide business role pages that they do not use from their view entirely. See "Hiding, Showing, Opening, and Closing Pages" in Oracle Fusion Middleware User's Guide for Oracle WebCenter.
To change the display order of all business role pages:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the Personal Space tab.
Click the Pages tab.
From the Show drop down, choose Group By Category.
The Business Role Page section lists every business role page in WebCenter Spaces (Figure 20-7).
Click the Up and Down arrows in the Reorder column to change the default display order.
Alternatively, drag and drop pages into the correct position.
Anyone granted the Edit Page permission on a business role page may edit that page. For these users, the editing process is exactly the same as for regular pages (see "Creating, Editing, and Deleting Pages" in Oracle Fusion Middleware User's Guide for Oracle WebCenter).
Administrators can edit any business role page from WebCenter Administration pages too.
To edit a business role page through WebCenter Administration:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the Personal Space tab.
Click the Pages tab.
From the Show drop down, choose Group By Category.
The Business Role Page section lists every business role page in WebCenter Spaces.
Click the Actions icon for the page, and choose Edit Page (Figure 20-8).
The page opens in edit mode.
Update the page, and click Save when you are done.
When you copy a business role page, you can save it as another business role page or as a personal page. If you create another business role page you must assign a new set of users and roles for the page as no access permissions are saved.
To copy a business role page:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the Personal Space tab.
Click the Pages tab.
Click the Actions icon for the page, and choose Copy Page (Figure 20-9).
Enter a name for the new page (Figure 20-10).
Do one of the following:
Select Copy as a Business Role Page to make a copy of the page and save it as a business role page. Select this option if you intend to push the page out to a group of people with a similar job role.
Deselect Copy as a Business Role Page to keep the page copy personal.
Click OK.
The new page opens in Oracle Composer (edit mode).
Anyone granted the Delete Page permission on a business role page may delete it. For these users, the process is exactly the same as deleting regular pages (see "Creating, Editing, and Deleting Pages" in Oracle Fusion Middleware User's Guide for Oracle WebCenter).
Administrators can delete business role pages from the WebCenter Administration page too.
|
Note: Once a business role page is removed from WebCenter Spaces it cannot be recovered. Deleted pages are permanently removed and users previously assigned that page will no longer see it in their view. |
To delete a business role page through WebCenter Administration:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the Personal Space tab.
Click the Pages tab.
Click the Actions icon for the page, and choose Delete Page (Figure 20-11).
Click Delete to confirm that you want to delete the page.
This section describes how to manage personal pages in WebCenter Spaces. It includes the following sections:
In WebCenter Spaces, administrators can access everyone's personal pages from one, central place—the WebCenter Administration page. From here, administrators can view and edit personal pages, set up page defaults for everyone using WebCenter Spaces, copy pages, and delete personal pages. Administrators can also manage page security and modify public page settings.
While individuals are primarily responsible for managing content and pages in their own personal space it is important that administrators have access too. Administrators may be required to clean up or manage personal data when owners experience difficulties with their personal pages or when owners leave the organization.
Administrators may like to set up page defaults for everyone using WebCenter Spaces. Use this feature to simplify page creation for first-time users or to steer users towards a particular page scheme and style. Individuals may override these settings through their personal Page Manager, see "Setting Page Creation Defaults for Your Personal Pages" in Oracle Fusion Middleware User's Guide for Oracle WebCenter.
Page defaults apply to personal pages and business role pages only. Defaults for pages created within the context of a group space, are controlled by the group space moderator. See "Managing Group Space Pages" in Oracle Fusion Middleware User's Guide for Oracle WebCenter.
To set up a default look and feel for personal (including business role pages):
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the Personal Space tab.
Click the Pages tab.
Click Set Page Defaults (Figure 20-12).
The Set Page Defaults dialog box opens (Figure 20-13):
In the Set Page Defaults dialog box, select a default design scheme for all new personal pages and business role pages from the Default Scheme drop-down.
A selection of background color and image schemes are provided. See also "Default Page Schemes" in Oracle Fusion Middleware User's Guide for Oracle WebCenter.
Select a layout for the page structure from the Style drop-down.
See also, "WebCenter Seeded Page Styles" in Oracle Fusion Middleware User's Guide for Oracle WebCenter.
Specify when to apply these page defaults. For Always Use Page Defaults, choose from:
Yes - Personal pages and business role pages are automatically created with the defaults that you select here. If the page owner wants to use a different scheme or layout, they can edit these page properties through the Oracle Composer.
No - The scheme and style defaults you select here are presented as defaults when someone creates a personal page or an administrator creates a business role page. Page owners can override your selections before they create the page.
Experienced users may decide to override the defaults that you pick here by setting up page defaults of their own. See "Setting Page Creation Defaults for Your Personal Pages" in the Oracle Fusion Middleware User's Guide for Oracle WebCenter.
Click Save.
Administrators are authorized to view and modify any page in a personal space, including other people's personal pages. Individuals are primarily responsible for editing content and pages in their personal space but occasionally, administrators may be required to clean up or edit personal data.
To edit a personal page as the WebCenter Spaces administrator:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the Personal Space tab
Click the Pages tab.
The Personal Pages section lists every personal page in WebCenter Spaces.
Click the Actions icon for the page, and choose Edit Page (Figure 20-14).
The page opens in Oracle Composer. To find out more about editing page properties and page content through Oracle Composer, see:
"Introducing Oracle Composer" in Oracle Fusion Middleware User's Guide for Oracle WebCenter
"Working with Page Content" in Oracle Fusion Middleware User's Guide for Oracle WebCenter
Update the page, and click Save when you are done.
Administrators are authorized to view and manage security for any page in WebCenter Spaces and this includes personal pages. Page owners normally determine who can see their pages but occasionally, when a page owner is not available, the administrator may be required to make changes.
Administrators can configure page permissions in two places—through WebCenter Administration pages, as described here, or through their Manage Pages dialog box in the same way as regular users.
To change access permissions for a personal page as the WebCenter Spaces administrator:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link.
Click the Personal Space tab.
Click the Pages tab.
Click the Actions icon for the page, and choose Set Page Access (Figure 20-15).
The Page Access dialog box opens (Figure 20-16).
Edit the current permissions:
To grant access to additional users and roles, click Add Access, and then make your selection(s).
To modify the permissions assigned to a current user or a role, select or deselect the appropriate permission check boxes.
View Page—The selected user or role can access the page for viewing, but cannot perform any actions on the page.
Delete Page—The selected user or role can delete the page.
Manage Page—The selected user or role has full access rights to the page. This means, the user can edit the page, revise the page layout, set additional access privileges for other users, and all other page privileges.
Edit Page—The selected user or role can edit the page. This includes adding, rearranging, and deleting content.
Personalize—The selected user or role can change their personal view of the page. Such changes do not affect any other user's view of the page.
|
Note: You can revoke privileges by taking the same steps and deselecting one or multiple privileges for a listed user or role. |
For more information, see Section 19.1.3, "Understanding Application Permissions".
To revoke access to the page, highlight the user or the role, and then click Delete Access.
Administrators are authorized to copy any page in WebCenter Spaces, including other people's personal pages.
When you copy a personal page as an administrator, you can save it as a business role page or as a personal page owned by yourself. If you create a business role page you must assign a new set of users and roles for the page as no access permissions are saved. For more details, see Section 20.1.1, "What You Should Know About Business Role Pages".
To copy a personal page as an administrator:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.ys.
Click the Personal Space tab.
Click the Pages tab.
Click the Actions icon for the page, and choose Copy Page (Figure 20-17).
Enter a name for the new page (Figure 20-18).
Do one of the following:
Select Copy as a Business Role Page to make a copy of the page and save it as a business role page. Select this option if you intend to push the page out to a group of people with a similar job role.
Deselect Copy as a Business Role Page to keep the page copy personal.
Click OK.
The new page opens in Oracle Composer (edit mode).
Administrators are authorized to delete any page in WebCenter Spaces, including personal pages.
Anyone granted the Delete Page permission on a personal page may delete it. For these users, the process is exactly the same as deleting regular pages (see "Deleting Pages" in Oracle Fusion Middleware User's Guide for Oracle WebCenter).
Administrators may delete personal pages from the WebCenter Administration page too.
|
Note: Once a personal page is removed from WebCenter Spaces it cannot be recovered. Deleted pages are permanently removed. |
To delete a personal page through WebCenter Administration:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the Personal Space tab.
Click the Pages tab.
Select the personal page you want to delete.
Click the Actions icon for the page, and choose Delete Page (Figure 20-19).
Click Delete to confirm that you want to delete the page.
Deleted pages are permanently removed. You cannot recover a deleted page.
By default, when unauthenticated (or public) users access the WebCenter Spaces home page they will see the public Welcome page. The Welcome page displays because it is a business role page assigned to the anonymous-role—it is a public page.
Other public pages provided out-of-the-box include the Login page and the Self-Registration page.
Administrators can customize the default public pages, create new public pages, or disable public access. The following sections describe how:
The public Welcome page (Figure 20-20) displays when unauthenticated (or public) users access the WebCenter Spaces home page —the purpose of this page is to provide information and enable user login. If you decide to disable public access to all application pages the public Welcome page does not display and users are directed straight to the login page. See also, Section 19.3.4, "Granting Permissions to the Public-User".
Administrators cannot use Oracle Composer to edit or change security settings for the public Welcome page provided with WebCenter Spaces.
If you want to exclude certain content or display different content on the public Welcome page you must modify the default page through JDeveloper, and deploy the customized page. Custom page deployment typically takes place before the WebCenter Spaces application goes live or during scheduled maintenance periods as the application's managed server must be restarted for changes to take effect.
For more information, refer to the whitepaper entitled "Extending WebCenter Spaces" available on the Oracle Technology Network (http://webcenter.oracle.com).
|
Note: The public Welcome page is different to the out-of-the-box business role page, also called Welcome, that everyone sees in their personal space once they are logged in to WebCenter Spaces—the default version of that page can be modified using Oracle Composer as described in Section 20.1.1, "What You Should Know About Business Role Pages". See also, Figure 20-1, "Welcome Page - Out-of-the-box Business Role Page". |
Administrators can customize certain aspects of the default Login page through Oracle Composer. You cannot edit or delete input fields and buttons on the page but you can add new components and change the page layout if required.
Figure 20-21 shows the Login page that is supplied out-of-the-box.
To view and customize the Login page through WebCenter Administration:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the General tab.
In the Global Pages section, click the Edit icon for the Login page (Figure 20-22).
Click View if you just want to see what the page currently looks like.
Edit the page in Oracle Composer (Figure 20-23).
Add new components and change the page layout as required.
Click Save to save your changes.
You can remove all your customizations and revert back to the default Login page. To do this, click Restore Default (Figure 20-22).
The Self-Registration page allows anyone with Web access to register with WebCenter Spaces. See also, Section 19.4, "Allowing Self-Registration".
Figure 20-24 shows the default Self-Registration page that is supplied out-of-the-box. Administrators can customize certain aspects of this page through Oracle Composer. You cannot edit or delete input fields and buttons on the page but you can add new components and change the page layout if required.
For example, you might want to add some text on the page to describe your password policy.
To view and customize the Self-Registration page through WebCenter Administration:
Login to WebCenter Spaces with administrative privileges.
See Section 17.1, "Logging into WebCenter Spaces as an Administrator".
Click the Administration link at the top of the application.
Click the General tab.
In the Global Pages section, click the Edit icon for the Self-Registration page (Figure 20-25).
Click View if you just want to see what the page currently looks like.
Edit the page in Oracle Composer (Figure 20-26).
Add new components and change the page layout as required.
Click Save to save your changes.
You can remove all your customizations and revert back to the default page. To do this, click Restore Default (Figure 20-25).
For security reasons you may not want WebCenter Spaces users to share their personal pages with public, unauthenticated users. You can restrict public access by disabling the Application-View permission for all public users. For more information, see Section 19.3.4, "Granting Permissions to the Public-User".
