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Oracle® Fusion Middleware User's Guide for Oracle WebCenter
11g Release 1 (11.1.1)
E10149-02
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3 Organizing Your WebCenter Spaces Environment

The WebCenter Spaces application provides many opportunities for changing its environment to suit your personal working style. These include changing the display language, managing your application password, and rearranging your view of page content. All of these options are personalizations, that is, they affect only your view of the application. All other users' views remain unchanged.

This chapter steps you through these and other personalizations. It contains the following sections:

Audience

This chapter is intended for users who want to optimize their WebCenter Spaces environment for their personal use. This includes selecting a display language, providing application login information, and arranging content on the page. This chapter is also intended for users who want a better understanding of the Sidebar.

The WebCenter Spaces application administrator has the authority to expose or hide a particular service's task flows. Tasks discussed in this chapter are not available to you if the relevant service is hidden.

3.1 What You Should Know About Organizing Your Environment

Personalizations are yours and yours alone. That is, the personalizations you set through the procedures described in this chapter affect only your view of WebCenter Spaces. No other users are affected by your changes.

For example, when you specify a default language, the language you select applies only to your view of the application. Other users may select different preferred languages, and their selections do not affect your view—only their own.


See Also:

For more information about specifying a default language for your view of WebCenter Spaces, see Section 3.2.1, "Choosing Your Preferred Display Language."

3.2 Setting Personal Preferences

WebCenter Spaces Preferences provide easy configuration settings for tailoring your application environment to your particular working style. These include settings for your preferred application display language; your preferred application look and feel; your WebCenter Spaces password; the passwords you use to access additional applications, such as your mail or useful enterprise software; and your preferred order for search results. Additionally, WebCenter Spaces Preferences provide an accessibility setting to optimize the application user interface for use with a screen reader, such as JAWS.

Preferences settings affect your view of the entire WebCenter Spaces application. For example, the preferences you set for search results affect all searches, and not just the searches you run from a particular group space. The preferences you set for language affect all translated strings in the application user interface.

This section describes how to specify your personal WebCenter Spaces Preferences. It contains the following subsections:

3.2.1 Choosing Your Preferred Display Language

The display language controls the language in which user interface (UI) elements are rendered in your browser. UI elements include button and field labels, application links, screen text, and so on.

On the Internet, your browser settings normally control the display language used for the various web sites you visit. Browser settings additionally control the display language used the first time you visit your WebCenter Spaces application. Even as a public user—that is, a user who is not logged in to WebCenter Spaces—you have a choice between staying with your browser display language or using a session language that you specify.

In addition to a session-specific language, WebCenter Spaces provides controls for setting an application-level default display language, a personal preference-based default display language, and a group space display language. The order of precedence for WebCenter Spaces display language settings from weakest to strongest is as follows:

  • Browser setting - your browser documentation describes how to change the browser's language.


    Note:

    When browser settings control the display language, if the browser language is Turkish, WebCenter Spaces users cannot open a group space with the letter "I" in the group space name. To work around this issue, change the default language to Turkish[tr] in the Preferences dialog in WebCenter Spaces, then open the group space. For more information, see Section 3.2.1.3, "Setting a User Preference Display Language."

  • Application setting - see "Choosing the Default Display Language" in Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter.

  • User preference setting - see Section 3.2.1.3, "Setting a User Preference Display Language."

  • Session setting - see Section 3.2.1.2, "Setting a Session Display Language."


    Note:

    If the server on which WebCenter Spaces is running does not support the character set of the language preference set in WebCenter Spaces, the output information related to group spaces becomes garbled or displays as question marks.

    To work around this issue, users can change the session language or the Language preference to English. This creates new log file information. The log file is typically located at $WC_DOMAIN/servers/WLS_Spaces/logs.


  • Group space setting - see Section 10.10, "Setting a Group Space Display Language."

This section contains the following subsections:

3.2.1.1 What You Should Know About Display Languages in WebCenter Spaces

WebCenter Spaces users can set their preferred display language in two ways:

  • A user preference language selection lasts until you select a different language. It can be overridden by a session language, but returns as the default when the session cookie is purged or expires. Set your user preference language on the General panel in the Preferences dialog.

  • A session language is retained for the life of the session cookie that is generated after you make a selection. If you clear browser cookies, the session language is also cleared and the user preference language takes over or, if a user preference language is not specified, the application display language selected by your WebCenter Spaces administrator. Set a session language using the Choose A Language popup on the application Welcome page (viewed when you first access WebCenter Spaces, before you log on).

When you set a language and your preferred locale in WebCenter Spaces, you are specifying the language and the locale to use for all elements of the WebCenter Spaces native user interface (UI). This includes application links, field labels, display text, message text, and dialogs.

WebCenter Spaces provides runtime translations for 27 languages and 100 different locales.

Table 3-1 Languages Available for Oracle WebCenter Spaces

A to Fi Fr to No P to T

Arabic

French

Polish

Brazilian Portuguese

German

Portuguese

Chinese (Simplified)

Greek

Romanian

Chinese (Traditional)

Hebrew

Russian

Czech

Hungarian

Slovak

Danish

Italian

Spanish

Dutch

Japanese

Swedish

English

Korean

Thai

Finnish

Norwegian

Turkish


The list in Table 3-1 includes all the languages available to WebCenter Spaces out-of-the-box. Your WebCenter Spaces administrator can reduce the number of available languages exposed in WebCenter Spaces by modifying the supported-languages.xml file, as described in the white paper "Extending WebCenter Spaces" available on the Oracle Technology Network (http://webcenter.oracle.com).

Your locale selection applies special formatting considerations applicable to your selected locale. For example, whether information is typically viewed from left to right or right to left, how numbers are depicted (such as monetary information), and the like. You can change your language to Arabic and, within that language group, select from 20 different locales, including Algeria, Bahrain, Djibouti, and so on.


Note:

The administrative tier that offers services to WebCenter Spaces, including such tools as Oracle Enterprise Manager, provides a subset of the languages available to WebCenter Spaces. These include:
  • English

  • Brazilian Portuguese

  • Chinese (Simplified)

  • Chinese (Traditional)

  • French

  • German

  • Italian

  • Japanese

  • Korean

  • Spanish

The Discussions service uses the Jive application. Out-of-the-box, the Jive application bundled with WebCenter supports English and Spanish. It does not support other languages listed in Table 3-1. However, Jive is open to your own translation files. For more information, see http://www.jivesoftware.com/builds/docs/latest/documentation/developer-guide.html#i18n. This information is explicit to the Jive application user interface.


Information that users add to the WebCenter Spaces application—that is, information that is not a part of the native UI—appears in the language used by its author. Such information includes announcements, documents, discussion forum content, and the like.

3.2.1.2 Setting a Session Display Language

Opening your web browser initiates a user session. When you select an application display language for your current user session, a session cookie is generated that keeps track of your selection.

The session language is retained for the life of the session cookie. If you clear browser cookies, the session language is also cleared and your default display language takes over or, absent a default, the application display language selected by your WebCenter Spaces administrator.


See Also:

For more information about default and session display languages, see Section 3.2.1.1, "What You Should Know About Display Languages in WebCenter Spaces."

To set a session display language for your WebCenter Spaces application:

  1. Open your WebCenter Spaces application.

  2. On the application Welcome page, click the Change Language link (Figure 3-1).

    Figure 3-1 The Change Language Link on an Application Welcome Page

    Change Language link
  3. Select a language from the Choose A Language pop-up (Figure 3-2).

    Figure 3-2 Choose A Language Pop-Up

    Choose A Language pop-up

    The application UI displays in the selected language for the life of the session cookie.

3.2.1.3 Setting a User Preference Display Language

Use WebCenter Spaces Preferences to select your preferred display language. A display language specified through WebCenter Spaces Preferences is retained across browser sessions. This display language setting can be temporarily overridden by a Change Language selection, but a Change Language selection remains in effect only for the life of its associated session cookie (for more information, see Section 3.2.1.2, "Setting a Session Display Language").

To set a user preference display language:

  1. Log in, and click the Preferences link at the top of the application (Figure 3-3) to open the Preferences dialog (Figure 3-4).

    Figure 3-3 The Preferences Link

    Preferences link

    Figure 3-4 The Preferences Dialog

    General panel in Preferences dialog
    Description of "Figure 3-4 The Preferences Dialog"

  2. Click General to access general preferences.

  3. From the Language dropdown list (Figure 3-5), select your preferred display language-locale.

    Figure 3-5 Language List in Preferences Dialog

    Language list

    Alternatively, select No Preference to accept the application-level default set by your WebCenter Spaces Administrator.


    See Also:

    For information about setting the application-level default display language, see "Choosing the Default Display Language" in Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter.

  4. Click OK to save your change and exit the Preferences dialog, or click Apply to save your change without exiting.

    Your change takes effect when you click OK.

3.2.2 Setting Date and Time Preferences

One way to make the WebCenter Spaces application your own is to set it up to reflect your local time zone and your preferred date and time formats:

  • Use the time format setting to specify how you want time rendered in your view of WebCenter Spaces. Time is rendered with documents, events, and in many other services.

  • Wherever dates appear in the WebCenter Spaces user interface, the date format you select under Preferences is the format that is used. Dates appear in many task flows, for example Notes, Worklist assignments, Events, and the like.

  • Use the time zone preference to tell WebCenter Spaces where in the world you are and the time associated with that place.


Note:

Some services may be developed with an intrinsic time display format. In such cases, these services are not influenced by your Preference selection.

To set your preferred time format, date format, and time zone:

  1. Log in, and click the Preferences link at the top of the application to open the Preferences dialog.

  2. Click General to access general preferences.

  3. Set your date and time preferences.

    Table 3-2 lists and describes selections on the Preferences General panel.

    Table 3-2 Date and Time Preference Settings

    Preference Setting Options

    Time Format

    The following list shows time formats; the formats in the UI reflect the current time:

    • No Preference—To display the default Time Format established by the WebCenter Spaces administrator

    • H:M AM/PM—To display hour, minutes, and AM or PM

    • H:M:S AM/PM—To display hour, minutes, seconds, and AM or PM

    • H:M:S AM/PM Time Zone—To display hour, minutes, seconds, AM or PM, and the abbreviation of the specified time zone

    Date Format

    The following list shows date formats; the formats in the UI reflect the current date:

    • No Preference—To use the default date format set by the WebCenter Spaces administrator

    • M/D/YY—To use a number format

    • MON D, YYYY—To use an abbreviation format and the full year

    • Month D, YYYY—To display the full month name and the full year

    • DAY, MONTH D, YYYY—To display the full month name, the full year, and include the day of the week,

    Time Zone

    From the Time Zone pick list, select your preferred time zone. Alternatively select No Preference to accept the application-level default set by your WebCenter Spaces Administrator.


  4. Click OK to save your change and exit the Preferences dialog, or click Apply to save your change without exiting.

    Alternatively, click Cancel to cancel your change and exit the Preferences dialog.

3.2.3 Enabling or Disabling Screen Reader Optimization

The General panel in the Preferences dialog contains a list of options related to accessibility. You can use these options to optimize the application user interface (UI) for use with a screen-reader, such as JAWS. This section describes how to access accessibility options and explains the meaning of each option.

To optimize the application UI for use with a screen-reader:

  1. Log in, and click the Preferences link at the top of the application to open the Preferences dialog.

  2. Click General to access general preferences.

  3. From the Accessibility Settings pick list, select your preferred accessibility setting.

    Choose from the following options:

    • No Preference—The UI is not optimized for a screen reader. Screen readers can still process the WebCenter Spaces UI, but the UI is not optimized for screen readers.

    • Enable Screen Reader Mode—The UI is optimized for screen readers.

    • Disable Screen Reader Mode—The UI is not optimized for screen readers. Screen readers can still process the WebCenter Spaces UI, but the UI is not optimized for screen readers.

  4. Click OK to save your change and exit the Preferences dialog, or click Apply to save your change without exiting.

    Alternatively, click Cancel to cancel your change and exit the Preferences dialog.

3.2.4 Changing Your Application Look and Feel

The General panel in the Preferences dialog provides a pick-list of application skins for your WebCenter Spaces application. Application skins specify the application background color, screen fonts, and, with some skins, the shapes and images used for application buttons and icons.

To change your application skin:

  1. Log in, and click the Preferences link at the top of the application to open the Preferences dialog.

  2. Click General to access general preferences.

  3. From the Application Skin pick list, select your preferred application skin.

    Choose from the following options:

    • No Preference—To defer to the application's configured skin setting

    • Skin_Name—To select a predefined application skin from the list of skins available to you

  4. Click OK to save your change and exit the Preferences dialog, or click Apply to save your change without exiting.

    The application refreshes, using the skin you selected.

3.2.5 Changing Your WebCenter Password

Once you self-register or receive login credentials from the WebCenter administrator, you can change your password. Changing your password on a regular basis is one way you can participate directly in securing your application software. This section describes how.

To change your WebCenter Spaces password:

  1. Log in, and click the Preferences link at the top of the application.

  2. Click Password to open the Password panel (Figure 3-6).

    Figure 3-6 The Preferences Password Panel

    Preferences Password panel
    Description of "Figure 3-6 The Preferences Password Panel"

  3. In the Old Password field, enter your current password.

  4. In the New Password field, enter your new password.


    Note:

    The requirements for this password are driven by the identity store that manages WebCenter Spaces application users. For password requirements and restrictions, contact your application administrator.

  5. In the Confirm New Password field, enter your new password again.

  6. Click OK to save your change and exit the Preferences dialog, or click Apply to save your change without exiting.

    Alternatively, click Cancel to cancel your change and exit the Preferences dialog.

3.2.6 Providing Login Information for External Applications

The My Accounts panel in the Preferences dialog provides one-stop access to supply or revise credentials for all external applications that are exposed in WebCenter Spaces. My Accounts provides a way to store application login credentials so that you provide them only once for the life of the credential. Once credentials are entered and stored, every time you access an external application within WebCenter Spaces the login credentials are provided automatically. This gives you a single-sign-on type of experience where one login (to WebCenter Spaces) provides access to multiple applications.


Note:

If you change the login credentials for an application, you must enter them again into WebCenter Spaces Preferences as described in this section.

To provide login credentials for external applications:

  1. Log in, and click the Preferences link at the top of the application.

  2. Click My Accounts to open the My Accounts panel (Figure 3-7).

    Figure 3-7 The My Accounts Panel in the Preferences Dialog

    My Accounts panel in the Preferences dialog
  3. In the left pane of the My Accounts panel, select an application.

    Log-in credential fields and check boxes are shown in the right pane.

  4. Enter log-in credentials as required for the selected application.

    Login credentials vary from one application to another. For example, some applications may require user name and password, while others may require those values along with additional values, such as your mail address.

    Fields requiring values are marked with an asterisk (*).

  5. Select Remember my login information to enable automatic authentication to the selected application every time you log in to WebCenter Spaces.

    When you do not select this option, the login information that you enter is used only for the current user session. The next time you log in to WebCenter Spaces, you must also log in to this application.

  6. Click Apply to save your changes and remain in the Preferences dialog.

    Click OK to save your changes and exit the Preferences dialog.

3.2.7 Setting Messaging Preferences

The Messaging panel in the Preferences dialog provides a means of configuring messaging channels and defining messaging filters.

Messaging channels are the channels over which messages, notifications, and alerts are received. Channel types include mail, voice over internet (VoIP), and the like. Messages, notifications, and alerts come from services registered with the Oracle User Messaging Service.

Messaging filters define sorting conditions for messages and specify the channels through which to send the messages that meet the conditions.

Messages, alerts, and notifications are sent to the Oracle User Messaging Service, which applies messaging filters, which in turn specify how messages, alerts, and notifications that meet different sets of conditions should be routed.

The Messaging panel in WebCenter Spaces Preferences (Figure 3-8) provides a Configure button for navigating to a messaging configuration page.


Note:

The Configure button is active only when a BPEL server is configured with WebCenter Spaces.

Figure 3-8 Messaging Panel in the Preferences Dialog

Messaging Preferences panel in the Preferences dialog

Click the Configure button to view the messaging tabs:

  • Messaging Channels—Configure the messaging channels (such as mail, voice, and so on) over which to deliver your notifications and alerts.

  • Messaging Filters—Define rules for filtering your notifications and alerts.

The online help available with the Oracle User Messaging Service provides configuration guidance. Additionally, see Oracle Fusion Middleware Developer's Guide for Oracle SOA Suite.


Note:

In environments where multiple BPEL connections are registered against the WebCenter Worklist component, the messaging preferences repository is shared by all. When you set messaging preferences for one connection, you set them for all.

3.2.8 Setting People Connections Preferences

The People Connections service includes features for accessing personal profiles, connecting with other users, viewing user activity, posting messages, and offering feedback. Once you log on to your WebCenter application, a top-level tab becomes available with a selection of People Connections task flows. The tab label is your user name (Figure 3-9).

Figure 3-9 A User's Default People Connections Page

A user’s default People Connections page

If you close this page, you can access it again by clicking your user name at the top of the application (Figure 3-10).

Figure 3-10 A User Name in the WebCenter Spaces Application

User name in the WebCenter Spaces Application

See Also:

Features of the People Connections service are discussed in detail in Chapter 22, "Working with the People Connections Service."

Before you begin using People Connections task flows, you can prepare your social networking environment by specifying your People Connections preferences. The preferences you can specify are influenced by the preferences made available to you by your application administrator. The administrator can choose to hide or show some controls; consequently, you may not have access to some controls described in this section.


See Also:

For more information about People Connections and the application administrator, see, "Managing the People Connections Service," in the Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter.

This section contains the following subsections:

3.2.8.1 Setting Activity Stream Preferences

The Activity Stream monitors and logs your application and social-networking activities and the activities of fellow application users. For example, whenever you connect with another user, post a message on a Message Board, leave feedback, and other like activities, these are noted in your Activity Stream task flow.


See Also:

For information about the services that Activity Stream tracks, see Table 22-1, in Chapter 22, "Working with the People Connections Service."

Use Activity Stream preferences to specify who can view your Activity Stream, the services for which to track activities, and the activities to show in an Activity Stream task flow.

To set Activity Stream preferences:

  1. Log in, and click the Preferences link at the top of the application to open the Preferences dialog.

  2. Click People Connections to display People Connections preferences.

  3. Click the Activity Stream tab to bring it forward (Figure 3-11).

    Figure 3-11 Activity Stream Tab on the People Connections Preferences Panel

    Activity Stream tab
  4. Click the Expand icon to the left of Filter to select the services for which to track activities.

    Select a checkbox to track the activity of a particular service; clear a checkbox to ignore the activity of a particular service.

  5. Click the Expand icon to the left of Source to control the default activities to show in Activity Stream task flows.

    Table 3-3 lists and describes each option.

    Table 3-3 Activity Stream Source Options

    Option Description

    Connections

    Specify the source of the personal activities to show. Choose from:

    • Don't include personal space activities—Select to omit all personal space activities.

    • Include personal space activities from all connections—Select to include all the personal space activities of you and your connections.

    • Include personal space activities from people in specified connection lists—Select to include the activities of users on the connection lists you specify. When you select this option, a Selected Connection Lists section opens with an Add/Choose link. Click the link to open a dialog from which you can select the connection lists to use.

    Group Spaces

    Specify the source of group space activities to show. Choose from:

    • Don't include group space activities—Select to omit all group space activities.

    • Include all group space activities—Select to include all group space activities. Activity Stream task flows display activities from only the group spaces to which you have access.

    • Include activities from specified group spaces—Select to specify the group spaces from which to show activities. Selecting this option results in the display of a Selected Group Spaces section with an Add/Choose link. Click this link to open a dialog from which to select group spaces.


  6. Click the Expand icon to the left of Privacy to specify who can view your activities in Activity Stream task flows:

    From the dropdown list next to Allow all my activities to be viewed by, choose from:

    • Everyone—Any user, whether logged in or not, can view your activities.

    • Authenticated Users—Users who have logged in can view your activities.

    • My Connections—Only you and your connections can view your activities.

    • Myself—Only you can view your activities.

  7. Click OK.

    Instead, you can also click Apply to save your changes but remain in the Preferences dialog.

3.2.8.2 Setting Connections Preferences

Use Connections to set up your internal social network of friends and business contacts. The users that you identify as your connections can enjoy special privileges on information relating to your application and social networking activity. For example, as a connection, you may have a greater level of access to your connections' Message Board and Feedback task flows. You may be able to view a greater level of detail in your connections' personal profiles. This all depends on the permissions you and your connections set in their People Connections Preferences.

Use Connections Preferences to specify who can view information about the people you have connected with and whether to accept invitations to be others' connections automatically.

To set Connections preferences:

  1. Log in, and click the Preferences link at the top of the application to open the Preferences dialog.

  2. Click People Connections to display People Connections preferences.

  3. On the People Connections panel, click the Connections tab to bring it forward (Figure 3-12).

    Figure 3-12 Connections Tab on the People Connections Preferences Panel

    Connections tab on the People Connections Preferences panel
  4. From the Grant View Access to dropdown list, select the users who can view your list of connections.

    Choose from:

    • Everyone—All users, including users who are not logged in, can see information about your connections.

    • Authenticated Users—Only users who are logged in can view your connections.

    • User's Connections—Only you and the users you have accepted as your Connections can view your connections.

    • User Only—Only you can view your connections.

  5. Select Accept Invitations Automatically to automatically accept any invitation to connect with another user.

    Clear this checkbox to leave yourself the option of accepting, refusing, or ignoring an invitation to connect with another user.

  6. Click Apply to save your settings and remain in the Preferences dialog.

    Click OK to save your settings and exit the Preferences dialog.

3.2.8.3 Setting Profile Preferences

Your People Connections personal profile is populated from the back-end identity store that provides WebCenter Spaces with users. Use Profile-related preferences to specify who can access different types of information associated with your personal profile.

To set Profile preferences:

  1. Log in, and click the Preferences link at the top of the application to open the Preferences dialog.

  2. Click People Connections to display People Connections preferences.

  3. Click the Profile tab to bring it forward (Figure 3-13).

    Figure 3-13 Profile Tab on the People Connections Preferences Panel

    Profile tab on the People Connections Preferences panel

    Your personal profile is presented in four sections: Summary, Employee, Business Contact, Personal Information. Each section provides information about you that is related to the section heading. For example, Summary includes a collection of basic details, such as your user name, mail address, and office location.

    Using the settings on the Profile tab, you can specify different levels of access for different groups of users on each section of your personal profile.

    Choose from:

    • Everyone—All users, including users who are not logged in, can see the associated profile section in your profile.

    • Authenticated Users—Only users who are logged in can view the information in the specified section of your personal profile.

    • User's Connections—Only you and the users you have accepted as your Connections can view the information in the specified section of your personal profile.

    • User Only—Only you can view the information in the specified section of your personal profile.

  4. Click Apply to save your settings and remain in the Preferences dialog.

    Click OK to save your settings and exit the Preferences dialog.

3.2.8.4 Setting Message Board Preferences

The Message Board is like a select community bulletin board. Use it to post your own messages and view the messages of others. Use Message Board preferences to specify who can view and post to your Message Board.

To set Message Board preferences:

  1. Log in, and click the Preferences link at the top of the application to open the Preferences dialog.

  2. Click People Connections to display People Connections preferences.

  3. Click the Message Board tab to bring it forward (Figure 3-14).

    Figure 3-14 Message Board Preferences

    Message Board Preferences
  4. Set your Preferences for the Message Board.

    Table 3-4 lists and describes each option.

    Table 3-4 Message Board Preference Options

    Option Description

    Grant View Access to

    Select who can view your Message Board. Choose from:

    • Everyone—All users, including users who are not logged in, can view your Message Board messages.

    • Authenticated Users—Only users who are logged in can view your Message Board messages.

    • User's Connections—Only you and the users you have accepted as your Connections can view your Message Board messages.

    • User Only—Only you can view your Message Board messages.

    Grant Post Access to

    Select who can post messages to your Message Board. Choose from:

    • Everyone—All users, including users who are not logged in, can post messages to your Message Board.

    • Authenticated Users—Only users who are logged in can post messages to your Message Board.

    • User's Connections—Only you and the users you have accepted as your Connections can post messages to your Message Board.

    • User Only—Only you can post messages to your Message Board.


  5. Click Apply to save your settings and remain in the Preferences dialog.

    Click OK to save your settings and exit the Preferences dialog.

3.2.8.5 Setting Feedback Preferences

Feedback provides a means of viewing and posting observations about the efforts of other users and viewing observations from other users about your own efforts. Use Feedback preferences to specify who can view and post feedback about your efforts.

To set Feedback preferences:

  1. Log in, and click the Preferences link at the top of the application to open the Preferences dialog.

  2. Click People Connections to display People Connections preferences.

  3. Click the Feedback tab to bring it forward (Figure 3-15).

    Figure 3-15 Feedback Tab on the People Connections Preferences Panel

    Feedback tab on the People Connections Preferences panel
  4. Set your Preferences for Feedback.

    Table 3-5 lists and describes each option.

    Table 3-5 Feedback Preference Options

    Option Description

    Grant View Access to

    Select who can view Feedback given to you. Choose from:

    • Everyone—All users, including users who are not logged in, can view your Feedback messages.

    • Authenticated Users—Only users who are logged in can view your Feedback messages.

    • User's Connections—Only you and the users you have accepted as your Connections can view your Feedback messages.

    • User Only—Only you can view your Feedback messages.

    Grant Post Access to

    Select who can provide Feedback to you. Choose from:

    • Everyone—All users, including users who are not logged in, can post Feedback messages to you.

    • Authenticated Users—Only users who are logged in can post Feedback messages to you.

    • User's Connections—Only you and the users you have accepted as your Connections can post Feedback messages to you.

    • User Only—No one can post Feedback messages to you.


  5. Click Apply to save your settings and remain in the Preferences dialog.

    Click OK to save your settings and exit the Preferences dialog.

3.2.9 Setting Preferences for WebCenter Spaces Search Results

When you search content, you may find that the results from one service are more relevant to you than results from other services. You may find it useful to be able to exclude some services from a search and specify the order in which the results from selected services are listed.

WebCenter Spaces search preferences provide this capability. Use search preferences to select the services to search, specify the display order for search results, and choose the information you want to display with search results. This section describes how. It contains the following subsections:


See Also:

For detailed information about searching in WebCenter Spaces, see Chapter 25, "Working with the Search Service." For information about a Document Library search, see Section 15.2.7, "Running Document Searches."

3.2.9.1 Selecting the Services to Search

Your WebCenter Spaces administrator makes services available to the WebCenter Spaces application. Some of these services, while quite useful, may not often provide particularly useful search results. For example, if you frequently search for mention of a particular type of technology, including your personal contacts in the search is probably not useful.

By configuring the WebCenter Spaces search engine to search only those services you select, you can exclude those services most likely to return irrelevant search results. This section describes how.

To select the services to be searched:

  1. Log in, and click the Preferences link at the top of the application.

  2. Click Search to open the Search Preferences panel (Figure 3-16).

    Figure 3-16 The Search Preferences Panel

    Search Preferences panel in Preferences dialog box
    Description of "Figure 3-16 The Search Preferences Panel "

  3. To add a service to a search, select one or more services on the Available Services list by checking their checkboxes, and then click the Move selected items to list icon to move them to the Selected Services list.

    To remove services from search, select one or more services on the Selected Services list and click the Remove selected items from list icon to move them to the Available Services list.

  4. Click OK to save your changes and exit the Preferences dialog.

    Alternatively, click Apply to save your changes without exiting.

The services you add to the Selected Services list are included in future WebCenter Spaces searches. The services on the Available Services list are not searched.

3.2.9.2 Specifying a Display Order for Search Results

Of all the services you include in a WebCenter Spaces search, you may find that some services provide more relevant results than others. If this proves true, you can ensure that the results from those services display first. WebCenter Spaces Preferences provide controls for specifying the order in which services are listed in search results. This section describes how to use them.

To specify a display order for search results:

  1. Log in, and click the Preferences link at the top of the application.

  2. Click Search to open the Search Preferences panel (Figure 3-17).

    Figure 3-17 The Search Preferences Panel

    Search Preferences panel in Preferences dialog box
    Description of "Figure 3-17 The Search Preferences Panel "

  3. Select one or more services on the Selected Services list by checking their checkboxes, and click the Move icons to the right of the list to move your selections higher or lower on the list.

    The order you specify here determines the order each service is listed in search results.

  4. Click OK to save your changes and exit the Preferences dialog.

    Alternatively, click Apply to save your changes without exiting.

3.2.9.3 Specifying the Type and Order of Information to Show with Search Results

You can use Search Preferences to specify the type of information to show with search results and the order in which that information is presented. Information types include Icon, Title, Person, Size, Date, and Type.

To specify the type and display order of information to show with search results:

  1. Log in, and click the Preferences link at the top of the application.

  2. Click Search to open the Search Preferences panel.

  3. Click the Columns tab to bring it forward (Figure 3-18).

    Figure 3-18 The Columns Tab in Search Preferences

    Columns tab in search preferences
    Description of "Figure 3-18 The Columns Tab in Search Preferences"

  4. To set the types of columns to show in search results, select one or more column titles on the Available Columns list and then click the Move selected items to other list icon to move your selections to the Selected Columns list.

    Choose from:

    • Icon—An icon representing a result's item type.

    • Title—The linked title of the search result. For a file, this is the file name. Click this link to navigate to the result.

    • Person—The person who owns the result. For a file, this is the user who uploaded or last modified the file. Right-click the person listed to access a context menu with options for contacting the person (for more information, see Chapter 17, "Working with the Instant Messaging and Presence Service (IMP)").

    • Size—The size of the result, for example, the file size.

    • Date—The date the result was added to WebCenter Spaces. For a file, this is the date it was uploaded or last modified.

    • Type—The object type of the result. For example, for a graphic this is the type image.

    To remove an information column from search results, select one or more column titles on the Selected Columns list and then click the Remove selected items from list icon to move your selections to Available Columns.

  5. To set the order in which search result information is shown, select the checkbox of one or more column names in the Selected Columns list and then click the Move icons to the right of the list to rearrange column titles into the display order you prefer.

  6. Click OK to save your changes and exit the Preferences dialog.

    Alternatively, click Apply to save your changes without exiting.

Search results present all of the information you specify here, in your preferred order.

3.2.10 Selecting Your Preferred Mail Connection

When your WebCenter Spaces application provides access to multiple mail connections, it also provides a way for you to select which connection to use. This section describes how.

To select your preferred mail connection:

  1. Log in, and click the Preferences link at the top of the application.

  2. Click Mail to open the Mail Preferences panel (Figure 3-19).

    Figure 3-19 The Mail Preferences Panel

    Mail Preferences panel in Preferences dialog box
    Description of "Figure 3-19 The Mail Preferences Panel"

  3. From the Connection dropdown list, select the mail connection you want to use for accessing your mail through WebCenter Spaces.

    The options available on this list depend on the connections your system administrator makes available to your WebCenter Spaces application. The No Preference option uses your system-level active mail connection.

  4. Under Default mail client for 'Send Mail' action, select an option to identify the mail application to open when the SendMail command is invoked.

    Choose from:

    • Local mail client—Select to specify that the local mail client you normally use, such as Microsoft Outlook or Mozilla Thunderbird, should open a compose message window when the SendMail command is invoked.

    • WebCenter Mail Service—Select to specify to open a WebCenter Mail service compose message window when the SendMail command is invoked.

  5. Click OK to save your change and exit the Preferences dialog.

  6. Log out of WebCenter Spaces.

    For information about logging out, see Section 2.2.2, "Logging Out of WebCenter Spaces."

  7. Log in to WebCenter Spaces.

  8. If you previously saved your credentials for this mail connection to the WebCenter Spaces credential store, you are logged in to the new mail connection automatically.

    If you have not previously saved your credentials, log in to this mail connection using Preferences (see Section 3.2.6, "Providing Login Information for External Applications") or using the login link in a Mail task flow (see Section 20.3.1, "Logging in to Mail").

3.3 Personalizing Your Page View

You can personalize the way pages appear in many ways without opening the page editor (Oracle Composer). For example, you can reposition components, remove components from your view of a page, resize a component's height, and collapse components to display just their headers. These actions are called personalizations because the changes you make when you personalize a page affect only your view of that page. No one else sees your personalizations.


See Also:

For more information about personalization, see Section 7.2, "Customizing and Personalizing Page Content."

Whether you can personalize a page depends on permissions granted to you or your user role and on how personalizations are configured. You can tell if you have such permission by the presence or absence of the controls discussed in this section. If you do not see these controls, contact your application administrator to ask for a higher-level of access or for a configuration change. For information about contacting your application administrator, see Section 2.7, "Contacting Your Application Administrator."


Note:

When you revise a component in page view mode while another user deletes the same component in page edit mode, a WebCenter error page opens. Simply navigate back to the original page. The deleted component does not appear, and you can continue working on other components.

This section describes how to perform the personalizations rearrange, change layout, resize, minimize, and maximize. It contains the following subsections:

3.3.1 Rearranging Page Content

Using drag-and-drop or a component's Actions menu (Figure 3-20 and Figure 3-21), you can rearrange the positions of components on a page.

Figure 3-20 Actions Menu on an Events Task Flow

Actions menu on an Events task flow

Figure 3-21 Actions Menu on an OmniPortlet

Actions menu on an OmniPortlet

Components moved by drag-and-drop can be moved into any open position on a page. Components moved using their Actions menus can be moved within the layout box that contains them.

This section describes how to rearrange components on a page. It contains the following subsections:

3.3.1.1 Rearranging Components by Dragging and Dropping

Dragging and dropping is arguably the easiest and least restricted way to rearrange components on a page. Simply drag the component over the spot you want to place it. A solid box indicates a receptive drop location (Figure 3-22).

Figure 3-22 Solid Box Indicating a Receptive Drop Location

Solid box indicating a receptive drop location

To rearrange components by dragging and dropping:

  1. Log in, and go to the page where you want to rearrange components by dragging and dropping.

  2. Click and hold on the header of the component you want rearrange, drag it to its target position, and drop it onto the page.

    A solid box indicates where the component is placed when you drop it (Figure 3-23).

    Figure 3-23 Dragging an Issues List Above an Events Task Flow

    Dragging to reposition a Task Flow

3.3.1.2 Rearranging Components Using the Actions Menu

Within a given layout box, the direction that components can move is determined by how the box is oriented. A box can be oriented vertically or horizontally. Vertical orientation allows for moving components higher or lower in the stack of components contained in the layout box. Horizontal orientation allows for moving components further left or right in the line of components contained in the layout box.

A component's Actions menu (Figure 3-24) provides a convenient way to reposition the component relative to other components contained in a given layout box. The Actions menu may appear in the component header, or it may not appear at all.

Figure 3-24 An Actions Menu Invoked from a Task Flow Header

Actions menu invoked from a Task Flow header

A component may be configured to hide its Actions menu, in which case, you cannot reposition the component through the Actions menu—though you may be able to reposition other components relative to it, provided those other components show their Actions menus.

To rearrange components using a component's Actions menu:

  1. Log in, and go to the page where you want to rearrange components using the Actions menu.

  2. Click the Actions icon on the menu bar in the component header (see Figure 3-24).

  3. Select a Move option:

    The moves available on a component Actions menu depend on how the layout box that contains the components is oriented (vertically for Move Up/Move Down; horizontally for Move Left/Move Right). Additionally, the available moves depend on whether the component has any components left, right, above, or below it.

    • Move Up—Reposition over the component immediately above.

    • Move Down—Reposition over the component immediately below.

    • Move Right—Reposition to the right of the component to the right.

    • Move Left—Reposition to the left of the component to the left.

3.3.2 Changing Your Page Layout

Page designers can make a layout switcher available for changing your view of a page to a different page layout. If you see a Change Layout button or link on a page, you can personalize your page view by selecting a different layout model. This section tells you how.

To change to a different page layout:

  1. Log in, and go to the page where you want to change your page layout.

  2. Click the Change Layout link (Figure 3-25).

    Figure 3-25 Change Layout Link

    Change Layout link

    The link's default position is in the upper-right corner of the page. This may vary in your application. Page designers can hide this control, so it may not be available to you. Additionally, they can change the link label, so it may be something other than "Change Layout."

  3. From the resulting pop-up, select a new page layout.

    The currently-selected layout is highlighted (Figure 3-26).

    Figure 3-26 Current Selection in Change Layout Pop-Up

    Current selection in Change Layout pop-up

    The page is rerendered using your selection for the new layout.


See Also:

For information about changing everyone's page layout, see Section 6.4.3, "Changing Everyone's Page Layout." For information about making the Change Layout link available in page view mode, see Section 6.5.3.9.3, "Working with Change Layout/Layout Customizable Properties."

3.3.3 Removing Components from Your View of a Page

If you find a component, such as a task flow or portlet, is not useful to you and the component displays a Remove icon (Figure 3-27), you can remove it from your view of the page.

Figure 3-27 Remove Icon on a Component Header

Remove icon on a component header

You can restore a removed component with the Reset Layout command on the Page Actions menu (for more information, see Section 3.4, "Removing Your Page Personalizations")—provided the component was seeded on the original page—or by editing the page and adding a new component instance (for more information, see Section 7.1, "Adding Content to a Page").

To remove a component from your view of a page:

  1. Log in, and go to the page where you want to remove a component from your page view.

  2. Click the Remove icon on the component header (see Figure 3-27).

    The component is removed from your view of the page.

3.3.4 Resizing Components

The border and header surrounding a component, such as a task flow or a portlet, is also known as chrome. Chrome not only delineates the component, but also provides an access point for component actions, such as those on the Actions menu and those embedded in the chrome itself. In the latter case, the chrome includes a Resize handle that you can use to increase or decrease the height of the component (Figure 3-28).

Figure 3-28 Resize Handle on Task Flow Chrome

Resize handle on task flow chrome

Note:

The position of the resize handle differs for bidirectionally displayed components. Those components displayed in a right-to-left orientation display the resize handle on the opposite side depicted in Figure 3-28.

To use this feature, click and hold the Resize handle and drag it up to decrease the height of the component or down to increase the height of the component.

3.3.5 Collapsing and Expanding Components

With one click, you can collapse some components, such as task flows or portlets, so that they roll up like a window shade, leaving only their headers in view (Figure 3-29).

Figure 3-29 A Collapsed/Minimized Task Flow

A collapsed/minimized task flow

With another click, you can expand a collapsed component.

Collapsing is useful for removing the visual noise of an unused component from your application view. Collapse is available when a component has a header on view.

To collapse and expand components:

  1. Log in, and go to the page you want to personalize.

  2. Click the Collapse icon on the component header to roll the component up like a window shade (Figure 3-30).

    Figure 3-30 The Collapse Icon on a Task Flow Header

    Minimize icon on a Task Flow header
  3. Click the Expand icon on the component header to restore the full component to view (Figure 3-31).

    Figure 3-31 The Expand Icon on a Task Flow Header

    Restore icon on a Task Flow header

3.4 Removing Your Page Personalizations

If you have the Personalize privilege on a page, you can use the Reset Layout command on the Page Actions menu to remove all the personalizations you made to the page. Collapsed components are expanded; resized components are returned to their original dimensions; rearranged components are returned to their original positions; and removed components are restored to view.


See Also:

For information about WebCenter Spaces seeded user roles and permissions, see the "Default Policy Store Permissions for WebCenter Spaces" section in the Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter.

Because personalizations are easy to do, resetting the page layout provides a safe, efficient way to undo try-outs, such as removing a rarely-used task flow or repositioning components for easier access. If a personalization does not work out, simply reset the page layout, and re-do the personalizations you like.


Caution:

It is important to understand that Reset Layout removes all of your page personalizations in one operation. It does not back out of them one-by-one.

To reset a page layout:

  1. Log in, and go to the page where you want to reset the page layout.

  2. From the Page Actions menu, select Reset Layout (Figure 3-32).

    Figure 3-32 Reset Layout Command on Page Actions Menu

    Reset Layout command on Page Actions menu

    Note:

    If the Page Actions menu does not appear, it is likely that you do not have sufficient page access privileges. If this is the case, ask your application administrator for the privilege to edit pages. For more information, see Section 2.7, "Contacting Your Application Administrator."

  3. In the resulting confirmation dialog, click the Reset button.

    The page is refreshed with all of your personalizations removed.

3.5 Working with Favorites

Use Favorites to keep your own personal list of links to favorite WebCenter Spaces pages and to external web sites. This section describes how to create, organize, and manage a list of personal favorites. It contains the following subsections:

3.5.1 What You Should Know About Favorites

The great advantage to WebCenter Spaces Favorites is their portability. They are not dependent on a particular web browser, so any browser you use to access your WebCenter Spaces application provides access to your WebCenter Spaces Favorites. You can create favorite links to sites internal or external to WebCenter Spaces. This makes WebCenter Spaces the best choice for managing and tracking your favorites list.

Favorites are personal. The favorites you see on the Favorites menu are the favorites you create. No other user sees your favorites, and you do not see any other user's favorites. If you like, though, you can share favorites with other users, by making one or more of them discoverable in a search.

Favorites are not associated with the space that was open when you created them. That is, when you move from your personal space to a group space or from one group space to another, the favorites on the Favorites menu stay the same.

WebCenter Spaces provides a Manage Favorites window, which you can use to further personalize your favorites. Use the Manage Favorites window to:

  • Control the order of display of links on the Favorites menu

  • Specify a method for opening a favorite target

  • Create folders for organizing your favorites

  • Create, edit, or delete favorite links and folders

For more information about the Manage Favorites window, see Section 3.5.4, "Managing Favorites."

3.5.2 Adding Favorites

Add favorite links for quick access to your most frequently used web sites and to WebCenter Spaces pages. If you like, you can share favorites with other users, by making one or more of them discoverable in a search. This section describes how to add new favorites and how to share them with other users.


Note:

This section describes how to add favorites through the Favorites menu. You can also add favorites through the Manage Favorites window. For more information, see Section 3.5.4.1, "Adding a Favorite Through the Manage Favorites Window."

To add a favorite:

  1. The way you obtain your favorite's URL differs depending on the circumstances:

    • For pages external to WebCenter Spaces, go to a favorite web location and copy its URL.

    • For WebCenter Spaces pages, log in and go to the page you want to make a favorite.

    • If you know the URL, enter it manually when the time comes.

  2. Log in, and, from the Favorites menu at the top of the application, select Add to Favorites (Figure 3-33).

    Figure 3-33 Add to Favorites on the Favorites Menu

    Favorites drop-down menu
  3. In the Name field of the Add To Favorites dialog (Figure 3-34), enter a name for the favorite.

    Figure 3-34 Add To Favorites Dialog

    Add To Favorites dialog

    The value you enter for Name becomes the favorite's link text. The name of the current page is provided by default. You can change this or leave it as is.

  4. In the Web Address field, enter the target URL for the favorite.

    The default entry for this field is the URL of the current WebCenter Spaces page; you have three options:

    • Leave the default entry as is.

    • Paste the URL you copied in step 1.

    • Enter the URL manually.

  5. From the Create In pick list, select the favorites folder in which to create the favorite.

    WebCenter provides one top-level default folder: Favorites. You can also create your own folders by clicking the New Folder button. For more information, see Section 3.5.3, "Adding Favorites Folders."

  6. To allow this favorite to be discovered by other users during a search, select the Shared check box.

    Clear the Shared check box if you do not want other users to have any kind of access to this favorite.

  7. Click OK to add the favorite to the Favorites menu and the Manage Favorites window.

3.5.3 Adding Favorites Folders

To keep your list of favorites manageable, you can organize them into folders. The folder hierarchy you create appears on the Favorites menu and in the Manage Favorites window. Because the favorite folders you create are personalizations, they display only in your application view and not in any other user's.


Note:

This section describes one way to create favorites folders. You can also create them in the Manage Favorites window. For more information, see Section 3.5.4.3, "Editing Favorites and Favorites Folders."

To add a favorites folder:

  1. Log in, and, from the Favorites menu at the top of the application, select Add to Favorites to open the Add to Favorites dialog (Figure 3-35).

    Figure 3-35 Add To Favorites Dialog

    Add To Favorites dialog
  2. Click the New Folder button to open the Create a new folder dialog (Figure 3-36).

    Figure 3-36 The Create a New Folder Dialog

    Create a new folder dialog
  3. In the Folder Name field, enter a name for the new folder.

  4. Click OK to save the new folder and close the Create a new folder dialog.

    The new folder appears as a selection in the Add To Favorites dialog on the Create In pick list.

  5. Click OK to close the Add To Favorites dialog.

    Alternatively, before exiting the Add To Favorites dialog, add a new favorite to the new, selected folder. For more information, see Section 3.5.2, "Adding Favorites."

    The new folder now appears as a selection on the Favorites menu (Figure 3-37).

    Figure 3-37 A New Folder (Oracle) on the Favorites Menu

    New folder on Favorites menu

3.5.4 Managing Favorites

The WebCenter Spaces Manage Favorites window (Figure 3-38) provides a convenient, one-stop location for creating, editing, and deleting favorite links and folders and rearranging their display order on the Favorites menu.

Figure 3-38 The Manage Favorites Window

Manage Favorites window
Description of "Figure 3-38 The Manage Favorites Window"

This section describes how to use the controls available in the Manage Favorites window. It contains the following subsections:

3.5.4.1 Adding a Favorite Through the Manage Favorites Window

When you want to add multiple favorites, the best place to do this is in the Manage Favorites window. This is because the Manage Favorites window remains open until you close it, saving you steps in the creation process.

To add favorites through the Manage Favorites window:

  1. Go to the web page you want to make a favorite, and copy its URL.

    You can skip this step if you plan to enter the URL manually.

  2. Log in, open the Favorites menu at the top of the application, and select Manage Favorites to open the Manage Favorites window (Figure 3-39).

    Figure 3-39 The Manage Favorites Window

    Manage Favorites window
    Description of "Figure 3-39 The Manage Favorites Window"

  3. Select the folder to which you want to add the favorite.

    Select a folder by clicking in its row.

  4. Click the Add button in the toolbar at the top of the window (Figure 3-40).

    Figure 3-40 The Add Button in the Manage Favorites Window

    Add button in the Manage Favorites window
  5. In the resulting Add Favorites dialog (Figure 3-41), go to the Name field and enter a display name for the favorite.

    Figure 3-41 The Add To Favorites Dialog from the Manage Favorites Window

    Add to Favorites dialog from Manage Favorites window
  6. In the Web Address field, paste the URL you copied in step 1, or enter a URL manually.

  7. To enable the sharing of this favorite in other users' search results, select Shared.

  8. Click OK.

    The new favorite appears in the Manage Favorites window and on the Favorites menu (Figure 3-42).

    Figure 3-42 New Favorite on Favorites Menu

    New Favorite on Favorites menu
  9. Click Close to exit the Manage Favorites window.

3.5.4.2 Adding a Favorites Folder Through the Manage Favorites Window

To keep your list of favorites manageable, you can organize them into folders. The folder hierarchy you create appears on the Favorites menu and in the Manage Favorites window. Because the favorite folders you create are personalizations, they display only in your application view and not in any other user's.

In addition to adding favorites folders through the Add To Favorites dialog (see Section 3.5.3, "Adding Favorites Folders") you can add them through the Manage Favorites window. This section describes how.

To add a favorites folder through the Manage Favorites window:

  1. Log in, open the Favorites menu at the top of the application, and select Manage Favorites (Figure 3-43).

    Figure 3-43 Manage Favorites on the Favorites Menu

    Favorites menu
  2. In the resulting Manage Favorites window, select the folder in which to create the new folder, and click the New button in the toolbar at the top of the window (Figure 3-44).

    Figure 3-44 New (Favorite Folder) Button in the Manage Favorites Window

    New (favorite folder) button
  3. In the resulting Create a new folder dialog (Figure 3-45), go to the Folder Name field and enter a display name for the favorite. folder

    Figure 3-45 The Create a New Folder Dialog from the Manage Favorites Window

    Create a new folder dialog
  4. Click Create.

    The new folder appears in the Manage Favorites window and on the Favorites menu (Figure 3-46).

    Figure 3-46 New Favorite Folder on the Favorites Menu

    New favorite folder on Favorites menu
  5. Click Close to exit the Manage Favorites window.

3.5.4.3 Editing Favorites and Favorites Folders

The Manage Favorites window provides controls for editing favorites and favorites folders. Use this feature to revise a folder or favorite name, a favorite target URL, or a favorite open behavior.

Open behavior determines how a favorite target URL opens from the Favorites menu or the Manage Favorites dialog. Choose from opening a favorite target in the current browser window, in a new browser window, or on a new WebCenter Spaces tab.


Note:

The open behavior you specify for a Favorite does not apply to Favorites returned in a search. To control the open behavior of Favorites returned in a search, right-click the search result and select an open behavior from your browser's context menu.

Open behavior does not affect WebCenter Spaces targets. Such pages always open as a tab in WebCenter Spaces. Open behavior affects URL targets outside the WebCenter Spaces context, such as www.google.com and the like.


To edit a favorite or favorite folder:

  1. Log in, and from the Favorites menu at the top of the application select Manage Favorites to open the Manage Favorites window.

  2. If necessary, expand favorites folders to access the favorite or folder you want to edit.

    To expand a folder, click the Expand icon to the left of the folder.

  3. Select the favorite or favorite folder you want to edit, and click the Edit button in the toolbar (Figure 3-47).

    To select a favorite or a folder, click in its row.

    Figure 3-47 The Edit Button in the Manage Favorites Window

    Edit button in Manage Favorites window

    Depending on your selection, the Edit Folder (Figure 3-48) or Edit Favorite (Figure 3-49) dialog opens.

    Figure 3-48 Edit Folder Dialog

    Edit Folder dialog

    Figure 3-49 The Edit Favorite Dialog

    Edit Favorite dialog

    Table 3-6 lists and describes the types of values you can enter for either dialog.

    Table 3-6 Values Taken By Edit Favorite and Edit Folder Dialogs

    Label Applies To Value

    Name

    Favorite and Folder

    The display name of the favorite or folder. This is the name that appears on the Favorites menu and in the Manage Favorites window.

    This field is editable.

    Location

    Favorite

    The favorite target URL.

    This field is editable

    Shared

    Favorite

    Specify whether to allow other users to discover this favorite through their search results.

    Checked means yes, cleared means no.

    This check box is editable.

    Open Behavior

    Favorite

    An option for specifying how a favorite opens. Choose from:

    • New Window—The favorite opens in a new browser window.

    • WebCenter Tab—The favorite opens on a new WebCenter Spaces tab. For information about how to close the tab, see Section 2.4.5, "Closing Group Spaces and Other Top-Level Tabs."

    • Current Window—The current browser window redraws, displaying the favorite target.

    This field is editable.

    Note: The open behavior you specify for a Favorite does not apply to Favorites returned in a search. To control the open behavior of a Favorite returned in a search, right click the search result and select an open behavior from your browser's context menu.

    Open behavior does not affect WebCenter Spaces targets. Such pages always open as a tab in WebCenter Spaces. Open behavior affects URL targets outside the WebCenter Spaces context, such as www.google.com and the like.

    Type

    Favorite

    The link type, always URL.

    This field is read-only.

    Icon

    Favorite and Folder

    An option for providing an icon to display along with the display name shown in the Favorites menu.

    Enter the full URL to the icon.

    This field is editable.

    Created On

    Favorite and Folder

    The date the favorite or folder was created.

    This field is read-only.

    Last Visited On

    Favorite

    The date the favorite was last visited using the favorites link.

    This field is read-only.


  4. Make your changes to the fields and pick lists.

  5. Click OK to save your changes and close the window.

3.5.4.4 Rearranging Favorites and Favorites Folders

The Manage Favorites window provides controls for moving a favorite or a favorite folder higher or lower on the Favorites menu. You can accomplish a move by clicking icons or by dragging and dropping. Use this feature to arrange your view of the Favorites menu exactly to your liking.

To rearrange favorites and favorites folders:

  1. Log in, open the Favorites menu at the top of the application, and select Manage Favorites (Figure 3-50).

    Figure 3-50 The Favorites Menu (Before)

    Favorites menu
  2. If necessary, in the Manage Favorites window, expand favorites folders and then select the favorite or folder you want to rearrange.

    To select a favorite or a folder, click in its row.

  3. Click the Move Up or Move Down icon in the Manage Favorites toolbar to rearrange the selected favorite or folder (Figure 3-51).

    Figure 3-51 The Move Up and Down Icons on the Favorites Manager Toolbar

    Move Up and Down icons on the Favorites Manager

    Alternatively, drag the favorite or folder to its target position.

  4. Click Close to exit the Manage Favorites window.

    The favorite or folder is repositioned in the Manage Favorites window and on the Favorites menu (Figure 3-52).

    Figure 3-52 The Favorites Menu (After)

    Favorites menu

3.5.4.5 Searching for Favorites

The Manage Favorites window includes a search feature that enables you to locate favorites. You can use the favorites search feature to search for favorite display names or target URLs. This search feature does not search for favorite folder names. Search results display in the Manage Favorites window.

To search for favorites:

  1. Log in, open the Favorites menu at the top of the application, and select Manage Favorites (Figure 3-53).

    Figure 3-53 The Favorites Menu

    Favorites menu
  2. In the resulting Manage Favorites window, enter a search term in the Search field, and click the Search icon (Figure 3-54).

    Figure 3-54 The Favorites Search Field and Search Icon

    Favorites search field and Search icon

    Results display in the Manage Favorites window (Figure 3-55).

    Figure 3-55 Search Results in the Manage Favorites Window

    Search results in Manage Favorites

    To exit search results, you must exit the Manage Favorites window. Alternatively, you can delete the search term from the Search field and click the Search icon. A search without a search term returns the Manage Favorites window to its default view.

  3. Click Close to close the Manage Favorites window.

3.5.4.6 Deleting Favorites and Favorites Folders

When you delete a favorite or a favorites folder, it is permanently removed from both the Favorites menu and the Manage Favorites window. Additionally, when you delete a favorites folder all the favorites it contains are also deleted.

To delete favorites and favorites folders:

  1. Log in, open the Favorites menu at the top of the application (Figure 3-56), and select Manage Favorites.

    Figure 3-56 The Favorites Menu

    Favorites menu
  2. In the resulting Manage Favorites window, select the favorite or favorite folder you want to delete.

    To select a favorite or favorite folder, click in its row.

  3. Click the Delete button on the Manage Favorites toolbar (Figure 3-57).

    Figure 3-57 The Delete Button on the Manage Favorites Toolbar

    Delete button on Manage Favorites toolbar

    The selected favorite or favorite folder and any favorites the folder contained are permanently removed from the Manage Favorites window and the Favorites menu.

  4. Click Close to close the Manage Favorites window.

3.6 Working with the WebCenter Spaces Sidebar

The WebCenter Spaces Sidebar provides easy access to many useful services. This section provides information about the Sidebar and describes what you can do with it. It contains the following subsections:

3.6.1 What You Should Know About the Sidebar

The Sidebar offers quick access to your WebCenter Spaces mail, watched discussion topics and forums, worklist assignments, personal contacts, recent documents, enterprise applications, and other useful functions.


Note:

Your WebCenter Spaces administrator controls which task flows appear in the Sidebar and the order in which they appear. Accordingly, your view of the Sidebar may vary from the examples presented here.

Everything that appears in the WebCenter Spaces Sidebar is personal. Your view of the Sidebar is unique to you.

You can view the Sidebar as an expandable list of task flows or as a set of individual task flow icons (Figure 3-58). Additionally, you can hide the Sidebar from view (for more information, see Section 3.6.2, "Toggling Sidebar Views").

Figure 3-58 Sidebar List and Icon Views

Sidebar list and icon views

Table 3-7 lists the Sidebar icons and briefly describes the purpose of the task flow or application each icon represents.

Table 3-7 Sidebar Icons

Icon Name Provides Easy Access to …

Applications icon


Applications

External applications and custom task flows registered with WebCenter and accessible to you

For more information about external applications, see Section 3.7, "Working with External Applications."

Worklist icon


Worklist

The Worklist, which contains notifications and action items assigned to you

For more information about the Worklist, see Chapter 28, "Working with the Worklist Service."

Mail icon


Personal mail inbox

Your email

For more information about WebCenter Mail, see Chapter 20, "Working with the Mail Service."

My Contacts icon


Buddies

Your personal contacts list (your chat buddies)

For more information about the Buddies list, see Section 17.2.5, "Working with the Buddies List."

Notes icon


Personal notes

Your personal notes, which are somewhat comparable to electronic post-it notes.

For more information about Notes, see Chapter 21, "Working with the Notes Service."

Document Library icon


Recent Documents

The last documents you accessed, created, or interacted with in some way

Click a document link to open the document.

For more information about the Document Library, see Chapter 15, "Working with the Documents Service."

Discussions icon


Discussion forums

The discussion forums and forum topics on your Watch List

For more information about discussion forums and watch lists, see Chapter 14, "Working with the Discussions Service."

Search icon


Saved searches

Your saved searches

For more information about WebCenter Search, see Chapter 25, "Working with the Search Service."

Tag icon


Personal tags

Tags you have added or the items you have tagged

For more information, see Chapter 26, "Working with the Tags Service."


3.6.2 Toggling Sidebar Views

The WebCenter Spaces Sidebar has three states: expandable panes, icons, and hidden. This section describes how to move between each of these states.

To toggle between the Sidebar panes, Sidebar icons, and a hidden Sidebar:

  1. Log in, and, assuming you are starting with the Sidebar in icon view, click the Expand icon to the lower right of the Sidebar (Figure 3-59) to open the Sidebar in list view (Figure 3-60).

    Figure 3-59 Collapse and Expand Icons

    Collapse and Expand icons

    Figure 3-60 Sidebar List View

    Sidebar list view
  2. Click the Collapse icon to return to icon view (Figure 3-61).

    Figure 3-61 Sidebar Icon View

    Sidebar icon view
  3. Click the Collapse icon to hide the Sidebar.

  4. Click the Expand icon to return the Sidebar to icon view.

3.6.3 Hiding and Showing Task Flows in the Sidebar

Although your application administrator determines the task flows that appear by default in your Sidebar, you have the power to hide or show any task flow that is available to you. At different times, you may find some task flows more useful than others. WebCenter Spaces provides the means to place the ones that are not currently useful to you out of view.

It is easy to hide or show task flows in your Sidebar. Toggle to Sidebar list view (for more information, see Section 3.6.2, "Toggling Sidebar Views"), and select or deselect the task flows you want to hide or show from the Hide or show Sidebar panels list (Figure 3-62).

Figure 3-62 The Hide or Show Sidebar Panels List

Hide or show Sidebar panels list

When you toggle back to the Sidebar's icon view, the task flows you hid in list view remain hidden.

To hide or show task flows in the Sidebar:

  1. Log in, and toggle the Sidebar to list view.

  2. Expand the list of task flows at the top of the Sidebar (Figure 3-63), and click a task flow to show it (checked), or deselect it to hide it (unchecked).

    Figure 3-63 The List of Sidebar Task Flows

    List of Sidebar task flows

3.6.4 Opening Task Flows from the Sidebar

The task flows that appear in the Sidebar may be in a state that requires a simple step to move from closed to open. They might be collapsed, they might be displayed as icons, or they might be displaced by other open task flow panels. This section describes how to open a task flow from the Sidebar.

To open task flows from the Sidebar:

  1. Log in to WebCenter Spaces.

  2. If the Sidebar is rendered as a list, go to the task flow you want to view, and, if necessary, expand it by clicking its Show this panel icon in the panel header.


    See Also:

    For more information about the WebCenter Spaces Sidebar, see Section 3.6.1, "What You Should Know About the Sidebar."

    The task flow opens within the context of the Sidebar (Figure 3-64).

    Figure 3-64 The Documents Task Flow Opened in the Sidebar

    Document Library Task Flow opened in Sidebar

    If the Sidebar is rendered as icons (Figure 3-65), click the icon associated with the task flow you want to view (for a description of task flow icons, see Table 3-7).

    Figure 3-65 Sidebar Icons

    Sidebar icons

    The task flow opens in its own, undocked view (Figure 3-66).

    Figure 3-66 The Undocked View of the Recent Documents Task Flow from the Sidebar

    Undocked Recent Documents task flow

    If the task flow is displaced by other open task flow panels, click the Show next panels icon to open and select from a list of displaced task flows (Figure 3-67).

    Figure 3-67 Show Next Panels List

    Show next panels list

3.6.5 Jumping to a Task Flow Main View from the Sidebar

Some Sidebar task flows provide instant navigation to a main task flow view. When the Sidebar is shown as a list of expandable panels, an icon may appear in the header of an expanded panel. Click the icon to jump to a main view of the task flow.

For example, Figure 3-68 shows the Open personal folders icon on the Recent Documents panel in the Sidebar.

Figure 3-68 The Open Personal Folders Icon on the Recent Documents Panel

Open personal folders icon on Recent Documents panel

With an undocked view of a Sidebar task flow, the navigation appears as a button (Figure 3-69).

Figure 3-69 The Open Personal Folders Button on the Recent Documents Panel

Open personal folders button on the Recent Documents panel

By default, the following task flows provide navigation to main task flow views from the Sidebar:

  • Recent Documents—Navigates to the Documents page in your personal space.

  • Saved Searches—Navigates to a dynamically-generated, top-level Search page.

  • Tags—Navigates to the dynamically-generated, top-level Tag Center.

3.7 Working with External Applications

The WebCenter Spaces administrator may expose different enterprise applications in the Sidebar's Applications pane. This provides login management and convenient access through WebCenter Spaces to your frequently used enterprise applications.

This section provides information about the Applications pane in the Sidebar. It contains the following subsections:

3.7.1 What You Should Know About External Applications

The Applications pane in the Sidebar (Figure 3-70) provides quick access to your most frequently-used enterprise applications.

Figure 3-70 The Applications Pane in the Sidebar

Applications pane in the Sidebar

These can include such applications as your enterprise expense reporting system, human resources-related request applications, time-reporting, company directory, and the like.

The Applications pane is personal. The applications that are shown in the pane are those you can access using an application login.

External applications require login credentials, such as your user name and password. You can supply login credentials each time you access an application, or you can let WebCenter Spaces store and manage your login credentials (for more information, see Section 3.2.6, "Providing Login Information for External Applications"). After your credentials for a particular application are stored, you are logged in to that application automatically when you log in to WebCenter Spaces.

Your WebCenter administrator manages the presentation and range of applications available in the Applications pane. If an application you access frequently is not listed, ask your WebCenter administrator to add it for you.


See Also:

For more information about adding applications to the Applications pane, see Oracle Fusion Middleware Administrator's Guide for Oracle WebCenter.

For more in-depth information about external applications, see Oracle Fusion Middleware Developer's Guide for Oracle WebCenter.

For information about contacting your application administrator, see Section 2.7, "Contacting Your Application Administrator."


3.7.2 Logging In to an External Application

To access and log in to an external application:


Note:

Due to browser limitations, automated login is not supported for external applications using BASIC authentication.

Login to external applications that do not support UTF-8 encoding is not supported.


  1. Log in, and, in the Sidebar, either expand the Applications pane or click the Applications icon (Figure 3-71).

    Figure 3-71 The Applications Icon

    The Applications Icon

    See Also:

    For information about the Sidebar, see Section 3.6, "Working with the WebCenter Spaces Sidebar."

  2. Click an application link.

  3. If a login form opens (similar to that shown in Figure 3-72):

    Figure 3-72 Logging in to External Applications

    Login Form for external applications
    1. Enter your login credentials in the fields provided.

    2. Select Remember my login information to save your user name, password, and any other login credentials you have entered.

      The next time you launch the application from the Applications pane you login automatically.

      If you do not select the option Remember my login information, the login information you enter here is used for this session only. The next time you access this application through the Applications pane, you must reenter your login credentials.


      Note:

      If you change your application account information—for example, change your application password—you can update the login credentials you entered here through your WebCenter Spaces preferences. For more information, see Section 3.7.4, "Managing Your External Application Login Credentials."

    3. Click Login to log in.

3.7.3 Personalizing the Applications Pane

You may not want to see all the task flows and applications offered through the Applications pane. If this is the case, you can personalize your view by showing only the applications you use and hiding the applications you do not use. This section describes how.

To personalize the Applications pane:

  1. Log in, and, in the Sidebar, either expand the Applications pane, or click the Applications icon (Figure 3-73).

    Figure 3-73 The Sidebar Applications Icon

    Sidebar Applications icon

    See Also:

    For information about the Sidebar, see Section 3.6, "Working with the WebCenter Spaces Sidebar."

  2. In the Applications pane, click the Personalize applications icon (Figure 3-74) at the top of the pane.

    Figure 3-74 The Personalize Icon in the Applications Pane

    The Personalize icon

    If your Sidebar is open in icon view, click the Applications icon and select Personalize applications from the resulting menu (Figure 3-75).

    Figure 3-75 The Personalize Applications Option

    Personalize applications option

    The Personalize Applications window opens, listing all external applications available to you (Figure 3-76).

    Figure 3-76 The Personalize Applications Window

    Personalize Applications window
  3. The next step you take depends on what you want to accomplish:

    • To hide an application link, clear its Show/Hide Link checkbox.

    • To show an application link, select its Show/Hide Link checkbox.


    Note:

    You cannot hide links to applications that your WebCenter administrator has locked. Locked applications always appear, and their Show/Hide Link checkboxes cannot be selected (they are grayed out).

  4. Click Save to save your changes and return to the Applications pane.

    The applications you cleared no longer appear. The applications you checked now appear.

3.7.4 Managing Your External Application Login Credentials

WebCenter Spaces Preferences provide a central place for you to manage and store login credentials for all the enterprise applications you access through the WebCenter Spaces. You need only enter credentials for your password-protected applications once. WebCenter Spaces stores your login details; so the next time you access the application through the Sidebar, you login automatically.

If you prefer, you can provide login credentials before you ever launch the application in WebCenter Spaces. You can also change your stored login credentials if you change them in the original application.

For more information, see Section 3.2.6, "Providing Login Information for External Applications."