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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New
Issues Addressed in Release 11.1.1.5.0
Part I Getting Started with WebCenter
1
Introducing WebCenter Spaces
1.1
Understanding Portals, Communities, and Social Networking Sites
1.1.1
What Is a Portal?
1.1.2
What Is a Community?
1.1.3
What Is a Social Networking Site?
1.2
Planning Your Portals, Communities, and Social Networking Sites
1.2.1
Planning a Home Space to Serve All Users
1.2.2
Planning Multiple Portals Serving All LOBs
1.2.3
Planning a Department Portal
1.2.4
Planning a Department Portal with Diverse Collaborative Teams and Communities
1.2.5
Planning a Division Portal with Teams, Communities, and Social Networks
1.3
Where to Look for More Information
2
Leveraging Content Management
2.1
What Is Content Management?
2.2
Leveraging Content Management Features
2.2.1
Displaying Individual Files
2.2.2
Displaying and Managing the Contents of a Folder
2.2.3
Adding and Managing Document Workflow
2.2.4
Creating and Managing Content at Runtime
2.2.5
Collaborating on Documents
2.2.6
Integrating with Microsoft Office and Explorer
2.2.7
Adding and Managing Wikis
2.2.8
Adding and Managing Blogs
3
Leveraging Social and Collaborative Services
3.1
What Is Social Networking?
3.2
What Are Communities and Teams?
3.3
Leveraging Social and Collaborative Features and Services
3.3.1
What Are Social Networking and Collaborative Services?
3.3.2
Leveraging People Connections
3.3.3
Leveraging Announcements, Discussions, and Events
3.3.4
Leveraging Liking, Commenting, and Sharing
3.3.5
Leveraging Instant Messaging and Presence
3.3.6
Leveraging Polls and Activity Graph
3.3.7
Leveraging Tagging and Linking
3.3.8
Leveraging Wikis and Blogs
3.3.9
Leveraging Lists
4
Accessing WebCenter Spaces Administration Pages
4.1
Accessing the WebCenter Administration Page
4.2
Performing Actions From WebCenter Spaces Administration Pages
Part II Designing a Portal or Community
5
Configuring Global Defaults
5.1
Customizing the Name and Logo
5.2
Customizing Copyright and Privacy Statements
5.3
Customizing the Online Help Link
5.4
Choosing a Default Display Language
5.5
Customizing the Language List
5.6
Choosing a Default Start (or Landing) Page
5.7
Choosing a Default Skin
5.8
Choosing a Default Page Template
5.9
Choosing a Default Navigation
5.10
Choosing Default Resource Catalogs
5.11
Choosing a Default Look and Feel for New Pages
5.12
Enabling and Disabling Access to the Home Space
5.13
Setting up Defaults for WebCenter Services
6
Configuring Services, Portlet Producers, and External Applications
6.1
Enabling and Disabling WebCenter Services
6.2
Configuring Discussion Forum Options for WebCenter Spaces
6.2.1
Accessing the Discussions Server Admin Console
6.2.2
Specifying Where Discussions and Announcements are Stored on the Discussions Server
6.2.3
Choosing How Many Discussion Topics to Save In Space Templates
6.3
Configuring Send Mail Notifications for WebCenter Spaces
6.3.1
Enabling Shared Mail Connections for Send Mail Notifications
6.4
Configuring People Connections Defaults for WebCenter Spaces
6.4.1
What You Should Know About Administering the People Connections Service
6.4.2
People Connections Prerequisites
6.4.3
Configuring the People Connections Service for WebCenter Spaces
6.4.3.1
Accessing People Connections Administrative Settings
6.4.3.2
Configuring Activity Stream
6.4.3.3
Configuring Connections
6.4.3.4
Configuring Profile
6.4.3.5
Configuring Message Board
6.4.3.6
Configuring Feedback
6.4.4
Archiving the Activity Stream Schema
6.4.5
Troubleshooting Issues with the People Connections Service
6.4.5.1
Troubleshooting Activity Stream
6.4.5.2
Troubleshooting Connections
6.4.5.3
Troubleshooting Profile
6.4.5.4
Troubleshooting Message Board
6.4.5.5
Troubleshooting Feedback
6.5
Registering Portlet Producers
6.5.1
What You Should Know About Registering Portlet Producers
6.5.2
Registering Portlet Producers Through WebCenter Administration
6.5.2.1
Registering a WSRP Producer
6.5.2.2
Registering an Oracle PDK-Java Producer
6.5.2.3
Registering a Pagelet Producer
6.5.3
Working with the Producer Registration Task Flow
6.5.3.1
Adding the Producer Registration Task Flow to a Page
6.5.3.2
Registering Producers Through the Producer Administration Task Flow
6.5.3.3
Setting Producer Task Flow Properties
6.5.4
Deregistering Portlet Producers
6.6
Registering External Applications
6.6.1
What You Should Know About External Applications
6.6.2
Registering External Applications Through WebCenter Administration
6.6.3
Working with Task Flows for External Applications
6.6.3.1
Adding an External Application Task Flow to a Page
6.6.3.2
Registering External Applications Through the External Application Task Flow
6.6.3.3
Adding an Application Navigator Task Flow to a Page
6.6.3.4
Making External Applications Available through the Application Navigator Task Flow
6.6.3.5
Setting External Application Task Flow Properties
6.6.4
Deleting External Applications
7
Preparing Your Initial Portal Pages
7.1
Working with Business Role Pages
7.1.1
What You Should Know About Business Role Pages
7.1.2
Setting Page Creation Defaults for Business Role Pages
7.1.3
Creating a Business Role Page
7.1.4
Specifying the Target Audience for a Business Role Page
7.1.4.1
Setting Access on a Business Role Page
7.1.4.2
Providing Public Access to a Business Role Page
7.1.5
Revoking Access to a Business Role Page
7.1.6
Adding Business Role Pages to Navigation
7.1.7
Setting a Default Display Order for Business Role Pages
7.1.8
Editing a Business Role Page
7.1.9
Copying a Business Role Page
7.1.10
Deleting a Business Role Page
7.2
Working with Personal Pages
7.2.1
What You Should Know About Personal Page Administration
7.2.2
Setting Application-Level Page Creation Defaults for Personal Pages
7.2.3
Changing Access Permissions on a Personal Page
7.2.4
Preventing Users From Creating Personal Pages
7.2.5
Adding Personal Pages to Navigation
7.2.6
Editing Personal Pages with Administrative Privileges
7.2.7
Copying a Personal Page
7.2.8
Deleting a Personal Page Through Space Administration
7.3
Working with System Pages
7.3.1
What You Should Know About System Pages
7.3.2
Customizing System Pages
7.3.2.1
What You Should Know About System Page Customization
7.3.2.2
Customizing an Application-Level System Page
7.3.2.3
Customizing a Space-Level System Page
7.3.3
Removing All Page Customizations from a System Page
8
Customizing Task Flows
8.1
What You Should Know About Task Flow Customization
8.2
Customizing Task Flows at the Application Level
8.3
Customizing Task Flows at the Space Level
8.4
Customizing Seeded Task Flows Using the Task Flow Editor Page
8.5
Removing Task Flow Customizations
Part III Personalizing Your Portal
9
Using WebCenter Personalization
9.1
Introduction to WebCenter Personalization
9.2
Driving Content Using WebCenter Personalization
9.3
Driving Portal Look and Feel Using WebCenter Personalization
Part IV Building a Portal or Community
10
Working with the Resources that Compose a Portal or Community
10.1
What You Should Know About Resources
10.1.1
Introducing Resources
10.1.2
Understanding Application-Level and Space-Level Resources
10.1.3
Permissions Required to Work with Resources
10.1.4
Accessing Resources
10.1.4.1
Accessing Application-Level Resources
10.1.4.2
Accessing Space-Level Resources
10.1.5
Viewing Information About a Resource
10.2
Creating Resources
10.2.1
What You Should Know About Resource Creation
10.2.2
Creating a Resource
10.3
Editing Resources
10.3.1
What You Should Know about Resource Editing
10.3.2
Editing the Source Code of a Resource
10.3.3
Editing a Resource by Using the Edit Dialog
10.4
Managing Resources
10.4.1
Copying a Resource
10.4.2
Setting Properties on a Resource
10.4.2.1
What You Should Know About a Resource's Properties
10.4.2.2
Accessing the Edit Properties Dialog of a Resource
10.4.2.3
Renaming, Describing, and Categorizing a Resource
10.4.2.4
Associating an Icon with a Resource
10.4.2.5
Setting the Availability of an Application-Level Resource in Other Spaces
10.4.2.6
Working with the Attributes of a Resource
10.4.2.6.1
Associating an Attribute with a Resource
10.4.2.6.2
Deleting an Attribute of a Resource
10.4.3
Showing and Hiding Resources
10.4.3.1
What You Should Know About Showing and Hiding Resources
10.4.3.2
Showing a Resource
10.4.3.3
Hiding a Resource
10.4.4
Setting Security for a Resource
10.4.5
Deleting a Resource
10.4.6
Previewing a Resource
10.4.7
Querying for a Resource Through the Expression Builder
10.4.8
Applying Resources Dynamically Using EL Expressions
10.5
Using JDeveloper to Build WebCenter Spaces Resources
10.5.1
What You Should Know About Building Spaces Resources in JDeveloper
10.5.2
Downloading a Resource
10.5.3
Uploading a Resource
11
Working with Navigation
11.1
What You Should Know About Navigation
11.1.1
What You Should Know About Navigation Models
11.1.2
What You Should Know About Navigation Visualization
11.2
Building a Navigation Model
11.2.1
Creating a Navigation Model
11.2.2
Editing a Navigation Model
11.2.2.1
Adding Resources to a Navigation Model Using the Edit Dialog
11.2.2.1.1
Adding a Document to a Navigation Model
11.2.2.1.2
Adding Content Based on the Results of a Query to a Navigation Model
11.2.2.1.3
Adding a Spaces Page, Portlet, Task Flow, External Application, or Web Page to a Navigation Model
11.2.2.1.4
Adding a List of Pages to a Navigation Model
11.2.2.1.5
Adding a List of Subspaces to a Navigation Model
11.2.2.1.6
Nesting a Navigation Model Within a Navigation Model
11.2.2.1.7
Organizing Navigation Items in a Navigation Model
11.2.2.1.8
Setting Display Options for Navigation Items
11.2.2.2
Editing the Source Code of a Navigation Model
11.2.3
Managing a Navigation Model
11.2.3.1
Showing and Hiding a Navigation Model
11.2.3.2
Setting Properties on a Navigation Model
11.2.3.3
Setting Security on a Navigation Model
11.2.3.4
Copying a Navigation Model
11.2.3.5
Deleting a Navigation Model
11.2.4
Selecting the Default Navigation Model
11.2.5
Using JDeveloper to Build Your Navigation Model
11.3
Rendering Navigation in Your Portal
11.3.1
Adding Built-in Navigation Task Flows to Page Templates
11.3.2
Setting Navigation Task Flow Properties
11.3.2.1
What You Should Know About Navigation Task Flow Properties
11.3.2.2
Navigation Task Flow Parameters
11.3.2.3
Using Properties to Configure Navigation Task Flow Instances
11.3.2.3.1
Sample Navigation Model
11.3.2.3.2
Selecting the Start Path for Your Navigation
11.3.2.3.3
Rendering Navigation as a Tree
11.3.2.3.4
Rendering Navigation as a Menu
11.3.2.3.5
Rendering Navigation as Breadcrumbs
11.3.2.3.6
Linking Navigation Task Flows
11.3.3
Using JDeveloper to Visualize Your Navigation
11.4
AviTrust Employee Portal: An Example of Delegated Navigation
12
Working with Page Templates
12.1
What You Should Know About Page Templates
12.1.1
Out-of-the-Box Page Templates
12.2
Creating a Page Template
12.3
Editing a Page Template
12.3.1
Editing a Page Template in Oracle Composer
12.3.2
Editing the Source Code of a Page Template
12.4
Customizing a Page Template for a Space
12.5
Managing a Page Template
12.5.1
Showing and Hiding a Page Template
12.5.2
Setting Properties on a Page Template
12.5.3
Setting Security on a Page Template
12.5.4
Copying a Page Template
12.5.5
Deleting a Page Template
12.5.6
Previewing a Page Template
12.6
Applying a Page Template to a Space
12.7
Choosing the Page Template Resource Catalog
12.8
Using JDeveloper to Build Your Page Templates
13
Adding Spaces Components to Your Templates
13.1
Making Spaces Components Available
13.1.1
Adding Spaces Components to a Resource Catalog
13.1.2
Specifying the Resource Catalogs to Use for Space and Page Templates
13.1.3
Adding Spaces Components to a Template
13.1.4
Adding Spaces Components to a Page
13.2
Working with Spaces Component Properties
13.2.1
Accessing Spaces Component Properties
13.2.2
About Space
13.2.2.1
About Space Component Display Options
13.2.2.2
About Space Component Tag and XML
13.2.3
About WebCenter
13.2.3.1
About WebCenter Component Display Options
13.2.3.2
About WebCenter Component Tag and XML
13.2.4
Add to Favorites
13.2.4.1
Add to Favorites Component Display Options
13.2.4.2
Add to Favorites Component Tag and XML
13.2.5
Administration
13.2.5.1
Administration Component Display Options
13.2.5.2
Administration Component Tag and XML
13.2.6
Change Membership
13.2.6.1
Change Membership Component Display Options
13.2.6.2
Change Membership Component Tag and XML
13.2.7
Contact Administration
13.2.7.1
Contact Administration Component Display Options
13.2.7.2
Contact Administration Component Tag and XML
13.2.8
Copyright Message
13.2.8.1
Copyright Message Component Display Options
13.2.8.2
Copyright Message Component Tag and XML
13.2.9
Create Page
13.2.9.1
Create Page Component Display Options
13.2.9.2
Create Page Component Tag and XML
13.2.10
Create Space
13.2.10.1
Create Space Component Display Options
13.2.10.2
Create Space Component Tag and XML
13.2.11
Create Subspace
13.2.11.1
Create Subspace Component Display Options
13.2.11.2
Create Subspace Component Tag and XML
13.2.12
Current User Profile
13.2.12.1
Current User Profile Component Display Options
13.2.12.2
Current User Profile Component Tag and XML
13.2.13
Edit Page
13.2.13.1
Edit Page Component Display Options
13.2.13.2
Edit Page Component Tag and XML
13.2.14
Favorites Menu
13.2.14.1
Favorites Menu Component Display Options
13.2.14.2
Favorites Menu Component Tag and XML
13.2.15
Global Help
13.2.15.1
Global Help Component Display Options
13.2.15.2
Global Help Component Tag and XML
13.2.16
Home Space
13.2.16.1
Home Space Component Display Options
13.2.16.2
Home Space Component Tag and XML
13.2.17
Invite People as Connection
13.2.17.1
Invite People as Connection Component Display Options
13.2.17.2
Invite People as Connection Component Tag and XML
13.2.18
Join Space
13.2.18.1
Join Space Component Display Options
13.2.18.2
Join Space Component Tag and XML
13.2.19
Leave Space
13.2.19.1
Leave Space Component Display Options
13.2.19.2
Leave Space Component Tag and XML
13.2.20
Login
13.2.20.1
Login Component Display Options
13.2.20.2
Login Component Tag and XML
13.2.21
Logout
13.2.21.1
Logout Component Display Options
13.2.21.2
Logout Component Tag and XML
13.2.22
Mail Space Members
13.2.22.1
Mail Space Members Component Display Options
13.2.22.2
Mail Space Members Component Tag and XML
13.2.23
Mail Space Moderators
13.2.23.1
Mail Space Moderators Component Display Options
13.2.23.2
Mail Space Moderators Component Tag and XML
13.2.24
Manage Pages
13.2.24.1
Manage Pages Component Display Options
13.2.24.2
Manage Pages Component Tag and XML
13.2.25
Page Links
13.2.25.1
Page Links Component Display Options
13.2.25.2
Page Links Component Tag and XML
13.2.26
Parent Space
13.2.26.1
Parent Space Component Display Options
13.2.26.2
Parent Space Component Tag and XML
13.2.27
Print Preview
13.2.27.1
Print Preview Component Display Options
13.2.27.2
Print Preview Component Tag and XML
13.2.28
Privacy URL
13.2.28.1
Privacy URL Component Display Options
13.2.28.2
Privacy URL Component Tag and XML
13.2.29
RSS
13.2.29.1
RSS Component Display Options
13.2.29.2
RSS Component Tag and XML
13.2.30
Search
13.2.31
Self Registration
13.2.31.1
Self Registration Component Display Options
13.2.31.2
Self Registration Component Tag and XML
13.2.32
Share Resource
13.2.32.1
Share Resource Display Options
13.2.32.2
Share Resource Component Tag and XML
13.2.33
Spaces Switcher
13.2.33.1
Spaces Switcher Component Display Options
13.2.33.2
Spaces Switcher Component Tag and XML
13.2.34
Status Indicator
13.2.34.1
Status Indicator Component Display Options
13.2.34.2
Status Indicator Component Tag and XML
13.2.35
Subscription Preferences
13.2.35.1
Subscription Preferences Component Display Options
13.2.35.2
Subscription Preferences Component Tag and XML
13.2.36
Tags
13.2.36.1
Tags Component Display Options
13.2.36.2
Tags Component Tag and XML
13.2.37
User Preferences
13.2.37.1
User Preferences Component Display Options
13.2.37.2
User Preferences Component Tag and XML
13.3
Deleting Spaces Components
13.3.1
Removing Spaces Components from a Resource Catalog
13.3.2
Removing a Spaces Component from a Template
13.3.3
Removing a Spaces Component from a Page
14
Working with Skins
14.1
What You Should Know About Skins
14.2
Creating a Skin
14.3
Editing a Custom Skin
14.3.1
What You Should Know About Skin Editing
14.3.1.1
About Source Code Editing
14.3.1.2
About Simple Editing
14.3.2
Editing the Source Code of a Custom Skin
14.3.3
Editing a Custom Skin Using the Edit Dialog
14.4
Managing a Skin
14.4.1
Showing and Hiding a Skin
14.4.2
Setting Properties on a Skin
14.4.2.1
What You Should Know About Skin Properties
14.4.2.2
Naming, Describing, and Categorizing a Custom Skin
14.4.2.3
Associating an Icon with a Custom Skin
14.4.2.4
Setting the Availability of an Application-Level Custom Skin
14.4.2.5
Working with a Custom Skin's Attributes
14.4.3
Setting Security on a Skin
14.4.4
Copying a Skin
14.4.5
Deleting a Skin
14.4.6
Viewing Information About a Skin
14.5
Applying a Skin
14.5.1
Applying a Skin to WebCenter Spaces
14.5.2
Applying a Skin to a Space
14.5.3
Applying a Skin to Your Home Space
14.6
Using JDeveloper to Build Your Skins
15
Working with Page Styles
15.1
What You Should Know About Page Styles
15.2
Creating a Custom Page Style
15.3
Editing the Source Code of a Custom Page Style
15.3.1
What You Should Know About Editing Page Style Source
15.3.2
Editing Custom Page Style Source
15.4
Managing Page Styles
15.4.1
Showing and Hiding a Page Style in the Create Page Dialog
15.4.2
Setting Properties on a Custom Page Style
15.4.3
Setting Security on a Custom Page Style
15.4.4
Copying a Page Style
15.4.5
Deleting a Custom Page Style
15.4.6
Previewing a Page Style
15.5
Applying a Page Style
15.6
Using JDeveloper to Build Your Page Style
16
Working with Resource Catalogs
16.1
What You Should Know About Resource Catalogs
16.1.1
Understanding the Out-of-the-Box Resource Catalogs
16.1.1.1
Default Home Space Catalog
16.1.1.2
Default Space Catalog
16.1.1.3
Default Page Template Catalog
16.1.2
Introducing the Resource Catalog Management Page
16.1.3
Understanding the Resource Registry
16.2
Creating Resource Catalogs
16.3
Editing a Resource Catalog
16.3.1
Managing Resources in the Edit Dialog
16.3.1.1
Creating a Folder
16.3.1.2
Adding Resources
16.3.1.3
Creating Custom Components
16.3.1.4
Rearranging Resources
16.3.1.5
Setting Properties on a Resource
16.3.1.6
Copying a Resource
16.3.1.7
Deleting a Resource
16.3.1.8
Previewing the Resource Catalog
16.3.2
Editing the Source Code for a Resource Catalog
16.4
Showing and Hiding a Resource Catalog
16.5
Setting Properties on a Resource Catalog
16.6
Setting Security on a Resource Catalog
16.7
Copying a Resource Catalog
16.8
Deleting a Resource Catalog
16.9
Using JDeveloper to Build Your Resource Catalog
16.10
Configuring Resource Catalogs in Your Application
16.10.1
Configuring the Application-Level Resource Catalog
16.10.2
Configuring the Space-Level Resource Catalog
Part V Building and Wiring Pages
17
Building Pages
17.1
What You Should Know About Pages
17.2
Creating Pages
17.3
Editing Pages
17.3.1
Entering and Exiting Page Edit Mode
17.3.2
Introducing Design View and Source View
17.3.3
Accessing Portal Resources
17.3.4
Providing Page Background Color, Image, and CSS Encoding
17.3.5
Changing the Page Layout
17.3.5.1
What You Should Know About Page Layouts
17.3.5.2
Providing a Page Header and Footer
17.3.5.3
Adjusting the Widths of Page Columns
17.3.5.4
Adding New Content Regions
17.3.5.4.1
Enabling Box Splitting
17.3.5.4.2
Splitting a Layout Box
17.3.5.5
Creating Layered Content Regions Using Tabs
17.3.5.5.1
Enabling the Addition of Tabbed Content Regions
17.3.5.5.2
Adding Tabbed Content Regions
17.3.5.5.3
Creating a Tab Set
17.3.5.5.4
Reordering and Renaming Tabs
17.3.5.5.5
Adding an Icon to a Tab
17.3.5.5.6
Stretching Tab Content
17.3.5.5.7
Hiding and Showing Tabs
17.3.5.5.8
Deleting Tabs
17.4
Personalizing Pages
17.5
Adding Resource Catalog Components to Pages
17.5.1
Adding a Component to a Page
17.5.1.1
Adding a Component to a Page in Design View of Page Edit Mode
17.5.1.2
Adding a Component to a Page in Source View of Page Edit Mode
17.5.2
Setting Properties on Page Components
17.5.2.1
What You Should Know About Customizing Page Components
17.5.2.2
What You Should Know About Component Properties
17.5.2.3
Setting Component Properties
17.5.2.4
Working with Component Parameters
17.5.2.5
Working with Component Display Options
17.5.2.6
Working with Child Components
17.5.2.6.1
Hiding and Showing Child Components
17.5.2.6.2
Rearranging Child Components
17.5.2.7
Working with Style and Content Style Properties
17.5.2.7.1
Understanding Style and Content Style Properties
17.5.2.7.2
Style and Content Style Properties
17.5.2.7.3
Entering Other CSS
17.5.2.7.4
Using the Other CSS Property to Change Component Borders
17.5.2.8
Working with Component Contextual Events
17.6
Deleting Pages
18
Adding and Configuring Page Layout Components
18.1
Adding a Layout Component to a Page
18.2
Working with Layout Components
18.2.1
Setting Properties on a Layout Component
18.2.1.1
Setting Layout Component Properties in Design View
18.2.1.2
Setting Layout Component Properties in Source View
18.2.2
Working with the Box Layout Component
18.2.2.1
What You Should Know About the Box Layout Component
18.2.2.2
Setting Box Layout Component Properties
18.2.3
Working with the Movable Box Layout Component
18.2.3.1
What You Should Know About the Movable Box Layout Component
18.2.3.2
Setting Movable Box Layout Component Properties
18.2.4
Working with the HTML Markup Layout Component
18.2.4.1
What You Should Know About the HTML Markup Layout Component
18.2.4.2
Setting HTML Markup Layout Component Properties
18.2.4.3
Embedding Video, Music, Slides, and Other Types of Content
18.2.5
Working with the Links Layout Component
18.2.5.1
What You Should Know About the Links Layout Component
18.2.5.2
Configuring the Links Component
18.2.5.2.1
Adding Navigation Links
18.2.5.2.2
Configuring an Advanced Search for Content Links
18.2.5.2.3
Configuring a Link in the Links Component
18.2.5.2.4
Reordering Navigation Links
18.2.5.2.5
Deleting a Link from the Links Component
18.2.5.3
Setting Links Layout Component Properties
18.2.6
Working with the Hyperlink Layout Component
18.2.6.1
What You Should Know About the Hyperlink Layout Component
18.2.6.2
Setting Hyperlink Layout Component Properties
18.2.7
Working with the Image Layout Component
18.2.7.1
What You Should Know About the Image Layout Component
18.2.7.2
Setting Image Layout Component Properties
18.2.8
Working with the Text Layout Component
18.2.8.1
What You Should Know About the Text Layout Component
18.2.8.2
Setting Text Layout Component Properties
18.2.9
Working with the Web Page Layout Component
18.2.9.1
What You Should Know About the Web Page Layout Component
18.2.9.2
Setting Web Page Layout Component Properties
18.2.10
Working with Internal Layout Components
18.2.10.1
What You Should Know About Internal Layout Components
18.2.10.2
Setting panelGroupLayout Properties
18.2.10.3
Setting panelStretchLayout Properties
18.2.10.4
Setting panelTabbed Properties
18.2.10.5
Setting showDetailFrame Properties
18.2.10.6
Setting sidebarItem Properties
18.2.10.7
Setting spacer/Separator Properties
18.3
Deleting Layout Components
18.3.1
Deleting a Layout Component in Design View
18.3.2
Deleting a Layout Component in Source View
19
Wiring Pages, Task Flows, Portlets, and UI Components
19.1
What You Should Know About Parameter and Event Wiring
19.2
Wiring One Component to Another
19.2.1
Wiring a Task Flow to a Task Flow
19.2.2
Wiring a Portlet to a Portlet
19.2.3
Wiring a Portlet to a Task Flow
19.2.4
Wiring a Task Flow to a Portlet
19.2.5
Wiring a UI Component to a Task Flow
19.3
Wiring Components and Page Parameters
19.3.1
Creating Page Parameters
19.3.2
Consuming Page Parameters
19.4
Passing Parameter Values Through the Page URL
Part VI Securing Your Portal
20
Understanding WebCenter Spaces Security
20.1
Introduction to Security in WebCenter Spaces
20.2
Understanding Users
20.3
Understanding Application Roles and Permissions
20.3.1
Understanding Application Roles
20.3.1.1
Default Application Roles
20.3.1.2
Custom Application Roles
20.3.2
Understanding Application Permissions
20.3.2.1
Understanding the Default Permissions
20.3.2.2
Understanding Discussion Server Role Mapping
20.3.2.3
Understanding Enterprise Group Role Mapping
20.4
Understanding Roles and Permissions within a Space
20.5
Understanding Self-Registration
21
Managing Users, Roles, and Permissions
21.1
Managing Users
21.1.1
What You Need to Know About Managing Users
21.1.2
Assigning Users (and Groups) to Roles
21.1.3
Assigning a User to a Different Role
21.1.4
Giving a User Administrative Privileges
21.1.5
Revoking Application Roles
21.1.6
Adding or Removing Users
21.2
Managing Application Roles and Permissions
21.2.1
What You Need to Know About Application Roles and Permissions
21.2.2
Defining Application Roles
21.2.3
Modifying Application Role Permissions
21.2.4
Granting Permissions to the Public-User
21.2.5
Granting Permissions to the Authenticated-User
21.2.6
Deleting Application Roles
21.3
Troubleshooting Issues with Users and Roles
22
Enabling Self-Registration
22.1
What You Should Know About Self Registration
22.2
Enabling Self-Registration By Invitation-Only
22.3
Enabling Anyone to Self-Register
23
Securing Pages and Components
23.1
Setting Access on a Page
23.2
Setting Access on a Page Component
Part VII Working with Multilanguage Portals
24
Working with Multilanguage Portals
24.1
What You Should Know About Languages in WebCenter Spaces
24.1.1
Display Language Precedence
24.1.2
Languages Supported Out-of-the-Box by WebCenter Spaces
24.2
Configuring Language Options
24.3
Enabling Users to Choose a Language
24.3.1
Adding a Change Language Task Flow to a Page
24.3.2
Setting Change Language Task Flow Properties
24.3.2.1
What You Should Know About the Change Language Task Flow Properties
24.3.2.2
Change Language Task Flow Parameters
Part VIII Creating and Managing Portlets and Task Flows at Runtime
25
Understanding Portlet Basics
25.1
What Is a Portlet?
25.2
What Does a Portlet Look Like?
25.3
What Can I Do with Portlets?
25.4
What Kinds of Portlets Can I Use?
25.4.1
Prebuilt Portlets
25.4.2
JSF Portlets
25.4.3
Programmatic Portlets
25.4.4
Web Clipping
25.4.5
OmniPortlet
25.4.6
Parameter Form and Parameter Display Portlets
26
Creating Business Mashups
26.1
Introducing Business Mashups
26.1.1
Supported Data Controls
26.1.1.1
SQL Data Controls
26.1.1.2
Web Service Data Controls
26.1.2
Supported Visualizations
26.1.2.1
Table
26.1.2.2
Form
26.1.2.3
Graph
26.1.2.4
Button or Link
26.1.2.5
Text or Label
26.2
Creating and Managing Data Controls
26.2.1
Creating a SQL Data Control
26.2.1.1
Creating a Database Connection
26.2.1.2
Creating the Data Control
26.2.2
Creating a Web Service Data Control
26.2.2.1
Creating the Data Control
26.2.3
Managing Data Controls
26.2.3.1
Showing or Hiding a Data Control in the Resource Catalog
26.2.3.2
Copying Data Controls
26.2.3.3
Editing Data Controls
26.2.3.4
Editing Data Control Bind Variables
26.2.3.5
Setting Properties on a Data Control
26.2.3.6
Setting Security on a Data Control
26.2.3.7
Deleting Data Controls
26.2.4
Using Design-Time Data Controls
26.2.5
Exporting and Importing Data Controls Across Spaces
26.2.5.1
Steps You Must Perform After an Import
26.3
Creating and Managing Task Flows
26.3.1
Creating a Task Flow
26.3.2
Managing Task Flows
26.3.2.1
Showing or Hiding a Task Flow in the Resource Catalog
26.3.2.2
Copying a Task Flow
26.3.2.3
Editing a Task Flow
26.3.2.3.1
Editing a Task Flow in Oracle Composer
26.3.2.3.2
Editing a Task Flow's Source Files in a Text Editor
26.3.2.4
Previewing a Task Flow
26.3.2.5
Setting Properties on a Task Flow
26.3.2.6
Setting Security on a Task Flow
26.3.2.7
Deleting a Task Flow
26.3.2.8
Using JDeveloper to Modify a Task Flow
26.3.3
Using Task Flows Created at Design Time
26.3.4
Managing Mashup Styles
26.3.4.1
Out-of-the-Box Mashup Styles
26.3.4.2
Copying a Mashup Style
26.3.4.3
Showing or Hiding a Mashup Style in the Create Task Flow Dialog
26.3.4.4
Editing a Mashup Style
26.3.4.5
Previewing a Mashup Style
26.3.4.6
Setting Properties on a Mashup Style
26.3.4.7
Setting Security on a Mashup Style
26.3.4.8
Deleting a Mashup Style
26.3.4.9
Using JDeveloper to Build Your Mashup Style
26.4
Creating Data Visualizations
26.4.1
Consuming a Data Control in a Task Flow
26.4.1.1
Adding a Data Control as a Table
26.4.1.1.1
Adding a Data Control as a Read-Only Table
26.4.1.1.2
Adding a Data Control as an Editable Table
26.4.1.1.3
Adding a Web Services Data Control Accessor with Complex Parameters
26.4.1.2
Adding a Data Control as a Form
26.4.1.3
Adding a Data Control as a Graph
26.4.2
Creating Task Flow Parameters
26.4.3
Binding Data Control Parameters to Task Flow Parameters
26.4.4
Wiring a Data Control to a Parameter Form Task Flow
26.4.5
Consuming Task Flows that Contain Visualizations
26.4.6
Editing Visualizations
26.4.6.1
Editing Parameter Values for a Data Control Visualization
26.4.6.2
Customizing a Table
26.4.6.3
Customizing a Graph
26.4.7
Writing to a Data Source from a Visualization
26.4.7.1
Querying the Data Source
26.4.7.2
Updating Records in the Data Source
26.5
Business Mashup Examples
27
Working with OmniPortlet
27.1
What You Should Know About OmniPortlet
27.2
Working with the OmniPortlet Wizard
27.2.1
Adding an OmniPortlet Instance to a Page
27.2.2
Accessing the OmniPortlet Wizard
27.2.3
Selecting the Data Source Type
27.2.4
Identifying the Data Source
27.2.4.1
Proxy Authentication
27.2.4.2
Connection and Portlet Parameters
27.2.4.3
Spreadsheet
27.2.4.4
SQL
27.2.4.5
XML
27.2.4.6
Web Service
27.2.4.7
Web Page
27.2.5
Setting Filtering Options
27.2.6
Setting View Options
27.2.7
Setting Layout Options
27.2.7.1
Tabular Layout
27.2.7.2
Chart Layout
27.2.7.3
News Layout
27.2.7.4
Bullet Layout
27.2.7.5
Form Layout
27.2.7.6
HTML Layout
27.2.7.7
Parameter Form Layout
27.2.8
Customizing Your OmniPortlet
27.3
Working with OmniPortlet Parameters
27.4
Setting OmniPortlet Properties
27.4.1
What You Should Know About OmniPortlet Properties
27.4.2
OmniPortlet Properties
27.5
Troubleshooting OmniPortlet
28
Working with the Web Clipping Portlet
28.1
What You Should Know About Web Clipping
28.2
Working with the Web Clipping Portlet
28.2.1
Adding a Web Clipping Portlet to a Page
28.2.2
Clipping Content for Display in the Web Clipping Portlet
28.2.3
Adding a Web Clipping That Users Can Personalize
28.2.3.1
Selecting a Clipping from OTN
28.2.3.2
Parameterizing a Web Clipping Portlet
28.2.3.3
Personalizing a Web Clipping Portlet
28.3
Setting Web Clipping Portlet Properties
28.3.1
What you Should Know About Web Clipping Portlet Properties
28.3.2
Web Clipping Portlet Properties
28.4
Current Limitations of Web Clipping
28.5
Troubleshooting Web Clipping
Part IX Organizing Your Collaborative and Social Networking Environment
29
Exploring the Home Space
29.1
What You Can Do In the Home Space
29.2
Registering Yourself with WebCenter Spaces
29.3
Hiding, Opening, and Rearranging Pages
29.3.1
Opening Spaces
29.3.1.1
Accessing the Home Space
29.3.1.2
Accessing a Space
29.3.2
Opening Pages
29.3.3
Hiding Pages
29.3.4
Showing Hidden Pages
29.3.5
Rearranging Page Order
29.4
Adjusting Your Page View
29.4.1
What You Should Know About User Customizations on a Page
29.4.2
Performing User Customizations on Your Page View
29.4.2.1
Rearranging Page Content
29.4.2.2
Removing Components from Your View of a Page
29.4.2.3
Resizing Components
29.4.2.4
Collapsing and Expanding Components
29.5
Exposing a Space Page in Your View of the Home Space
29.6
Renaming a Page
29.7
Sending a Link to a Page
29.8
Previewing and Printing an Application Page
29.9
Viewing Space and Page Information
29.9.1
Accessing Space Information
29.9.2
Accessing Page Information
29.10
Viewing Your Personal Profile Gallery
29.11
Accessing WebCenter Spaces Online Help
30
Managing Your Profile
30.1
What You Should Know About Profile
30.2
Specifying a Management Chain for Organization View
30.3
Setting Profile Preferences
30.4
Adding a Profile Task Flow to a Page
30.5
Viewing and Editing Personal Profiles
30.5.1
Viewing Profile Details
30.5.2
Editing Your Personal Profile
30.5.3
Uploading and Updating a Personal Profile Picture
30.6
Setting Profile Task Flow Properties
30.6.1
What You Should Know About Profile Task Flow Properties
30.6.2
Profile Task Flow Parameters
30.6.3
Using Properties to Configure a Profile Task Flow Instance
30.6.3.1
Change Profile Photo in Profile - Snapshot Task Flow
30.6.3.2
Post a Status Update
30.6.3.3
Expose Additional Controls in Organization View
30.6.3.4
Enable Continuous Edits of Profile Details
30.6.3.5
Setting Size of Profile Images in Profile - Snapshot Task Flow
30.6.3.6
Exposing Navigational Breadcrumbs in Profile - Snapshot
30.6.3.7
Enabling Section-By-Section Profile Editing
31
Creating Your Social Network
31.1
What You Should Know About Connections
31.2
Setting Connections Preferences
31.3
Adding a Connections Task Flow to a Page
31.4
Setting Up Your Social Network
31.4.1
Viewing Your Connections
31.4.1.1
Viewing Your Connections
31.4.1.2
Searching Through Your Connections
31.4.2
Inviting Others to Connect
31.4.3
Viewing Invitations to Connect
31.4.3.1
Viewing Invitations You Have Sent
31.4.3.2
Viewing Invitations You Have Received
31.4.4
Responding to Invitations to Be a Connection
31.4.5
Creating and Managing Connections Lists
31.4.5.1
Creating a Connections List
31.4.5.2
Adding a Connection to a List
31.4.5.3
Removing a Connection from a List
31.4.5.4
Deleting a Connections List
31.4.6
Removing a Connection
31.5
Setting Connections Task Flow Properties
31.5.1
What You Should Know About Connections Task Flow Properties
31.5.2
Connections Task Flow Parameters
31.5.3
Using Properties to Configure a Connections Task Flow Instance
31.5.3.1
Adding a Remove Button to Connections - Card
31.5.3.2
Restricting Connections Displayed to Those on a Named List
31.5.3.3
Specifying an Initial View for a Connections Task Flow Instance
31.5.3.4
Limiting the Number of Displayed Connections
31.5.3.5
Specifying Numbers of Rows and Columns
31.5.3.6
Applying a Filter to a Connections - Card Task Flow Instance
31.5.3.7
Selecting a Display Format for a Connections - Card Task Flow Instance
31.5.3.8
Invoking a Profile Popup from a Connections - Card Task Flow Instance
32
Tracking Your Connections' Activities
32.1
What You Should Know About Activity Stream
32.2
Setting Activity Stream Preferences
32.3
Adding an Activity Stream Task Flow to a Page
32.4
Working with Activity Stream Task Flows
32.4.1
Selecting the People to Stream in an Activity Stream Instance
32.4.2
Selecting the Spaces to Stream in an Activity Stream Instance
32.4.3
Selecting the Services to Stream in an Activity Stream Instance
32.4.4
Hiding and Showing the Activities of a Selected User
32.4.4.1
Hiding the Activities of a Selected User
32.4.4.2
Showing the Activities of a Hidden User
32.4.5
Hiding and Showing the Activities of a Selected Space
32.4.5.1
Hiding the Activities of a Selected Space
32.4.5.2
Showing the Activities of a Hidden Space
32.4.6
Liking and Commenting On Activity Stream Items
32.4.7
Sharing Files and other Objects Through an Activity Stream Item
32.5
Setting Activity Stream Task Flow Properties
32.5.1
What You Should Know About Activity Stream Task Flow Properties
32.5.2
Activity Stream Task Flow Parameters
32.5.3
Using an Advanced Query to Filter Activity Stream Items
32.5.3.1
What You Should Know About the Activity Stream Advanced Query Option
32.5.3.2
Entering an Advanced Query Against an Activity Stream Task Flow Instance
32.5.4
Using Properties to Configure an Activity Stream Task Flow Instance
32.5.4.1
Preventing Users from Customizing an Activity Stream
32.5.4.2
Hiding File Previews in Streamed Items
32.5.4.3
Preventing Users from Commenting on Streamed Items
32.5.4.4
Preventing Users from Liking Streamed Items
32.5.4.5
Preventing Users from Sharing Streamed Items
32.5.4.6
Limiting the Stream to Activities from One or More Spaces
32.5.4.7
Limiting the Stream to One or More Services
32.5.4.8
Limiting the Stream to Your Own Activities
33
Posting and Managing Messages and Feedback
33.1
What You Should Know About Message Board and Feedback
33.1.1
What You Should Know About Message Board
33.1.2
What You Should Know About Feedback
33.2
Setting Message Board and Feedback Preferences
33.2.1
Setting Message Board Preferences
33.2.2
Setting Feedback Preferences
33.3
Enabling Other Users to Post Messages and Feedback for You
33.4
Working with Message Board and Feedback Task Flows
33.4.1
Working with Message Board Task Flows
33.4.1.1
Viewing Messages
33.4.1.1.1
Viewing Messages Others Have Left for You
33.4.1.1.2
Viewing Messages Others Have Received
33.4.1.1.3
Viewing Messages Sent to a Selected Space
33.4.1.2
Posting Messages
33.4.1.2.1
Posting a Message to all of Your Connections
33.4.1.2.2
Posting a Message Scoped to a Selected Space
33.4.1.2.3
Posting a Private Message
33.4.1.2.4
Sharing a Private Message
33.4.1.2.5
Attaching a File or URL to a Message Board Message
33.4.1.3
Editing Message Board Messages
33.4.1.4
Sorting and Filtering Message Board Messages
33.4.1.5
Hiding Messages in Your View of Message Board
33.4.1.6
Showing Hidden Messages
33.4.1.7
Deleting Message Board Messages
33.4.2
Working with Feedback Task Flows
33.4.2.1
Viewing Feedback
33.4.2.1.1
Viewing Feedback You Have Posted or Received
33.4.2.1.2
Sorting and Filtering Feedback Posts
33.4.2.1.3
Hiding Feedback in Your Own View
33.4.2.1.4
Showing Hidden Feedback
33.4.2.1.5
Marking Feedback Received as Private
33.4.2.2
Posting Feedback
33.4.2.3
Deleting Feedback
33.5
Setting Message Board and Feedback Task Flow Properties
33.5.1
What You Should Know About Message Board and Feedback Task Flow Properties
33.5.2
Message Board and Feedback Task Flow Parameters
33.5.3
Using Parameters to Configure Message Board and Feedback Task Flow Instances
33.5.3.1
Hiding Action Links and Icons on a Task Flow Instance
33.5.3.2
Limiting the Number of Messages and Feedback Posts Shown
33.5.3.3
Limiting the Length of Posts in a Feedback - Quick View Task Flow
33.5.3.4
Preventing Users from Adding Messages to a Message Board
33.5.3.5
Hiding the Feedback You Have Left for Others
33.5.3.6
Scoping the Display of Messages to a Named Space
33.5.3.7
Specifying the Date Range of Shown Messages and Feedback
34
Liking, Commenting On, and Sharing Objects
34.1
Liking and Unliking Application Objects
34.2
Commenting on Application Objects
34.3
Sharing Files, URLs, and Streamed Items with Other Users
34.3.1
What You Should Know About Sharing
34.3.2
Sharing Streamed Items with a Wider Audience
34.3.2.1
Reposting Streamed Items
34.3.2.2
Emailing Streamed Items
34.3.3
Sharing Items, Files, and URLs Through the Publisher Task Flow
34.3.3.1
What You Should Know About the Publisher Task Flow
34.3.3.2
Selecting the Recipients of a Published Message
34.3.3.3
Sharing Files Through the Publisher Task Flow
34.3.3.4
Sharing Links Through the Publisher Task Flow
34.3.3.5
Setting Publisher Task Flow Properties
34.3.3.5.1
What You Should Know About Publisher Task Flow Properties
34.3.3.5.2
Publisher Task Flow Parameters
34.3.3.5.3
Prohibiting File Uploads Through a Publisher Task Flow Instance
34.3.3.5.4
Limiting the Scope of Recipients
34.3.3.5.5
Using the Publisher as a Profile Status Updater
34.3.3.5.6
Using the Publisher as a File Uploader
35
Setting Your Personal Preferences
35.1
Accessing the Preferences Dialog
35.2
Choosing Your Preferred Display Language
35.3
Setting Date and Time Preferences
35.4
Enabling or Disabling Application Accessibility Options
35.4.1
What You Should Know about Application Accessibility Options
35.4.2
Applying Accessibility Options
35.5
Changing the Home Space Look and Feel in Your View
35.6
Changing Your WebCenter Spaces Password
35.7
Providing Login Information for External Applications
36
Setting Up Your Personal Subscriptions and Notifications
36.1
What You Should Know About Subscriptions and Notifications
36.2
Establishing and Managing Your Messaging Channels and Filters
36.2.1
Accessing Messaging Configuration Settings
36.2.2
Establishing a Messaging Channel
36.2.3
Editing a Messaging Channel
36.2.4
Deleting a Messaging Channel
36.2.5
Creating and Applying Messaging Filters
36.2.6
Editing Messaging Filters
36.2.7
Deleting Messaging Filters
36.3
Subscribing at the Application, Space, and Object Level
36.3.1
Setting Application-Level Subscriptions
36.3.2
Setting Space-Level Subscriptions
36.3.3
Setting Object-Level Subscriptions
36.3.3.1
Subscribing to a File
36.3.3.2
Subscribing to a Wiki Document
36.3.3.3
Subscribing to a Blog Entry
36.3.3.4
Subscribing to a Discussion Topic
36.4
Viewing and Cancelling Your Subscriptions
36.4.1
Viewing and Cancelling Application-Level Subscriptions
36.4.2
Viewing and Cancelling Space- and Object-Level Subscriptions
36.5
Working with Notifications Task Flows
36.5.1
What You Should Know About Notifications Task Flows
36.5.2
Adding Notifications Task Flows to a Page
36.5.3
Setting Notifications Task Flow Properties
36.5.3.1
What You Should Know About Notifications Task Flow Properties
36.5.3.2
Notifications Task Flow Parameters
36.5.3.3
Hiding Save and Refresh Actions on Subscription Preferences
36.5.3.4
Displaying Subscription Controls for One Space in Another
37
Creating and Managing Your Personal Favorites
37.1
What You Should Know About Favorites
37.2
Accessing the Favorites User Interface
37.3
Adding Favorites
37.4
Adding Favorites Folders
37.5
Managing Favorites
37.5.1
Adding a Favorite Through the Manage Favorites Window
37.5.2
Adding a Favorites Folder Through the Manage Favorites Window
37.5.3
Editing Favorites and Favorites Folders
37.5.4
Rearranging Favorites and Favorites Folders
37.5.5
Searching for Favorites
37.5.6
Deleting Favorites and Favorites Folders
38
Creating and Managing Personal Pages
38.1
Creating Personal Pages in the Home Space
38.1.1
Setting Page Creation Defaults for Personal Pages
38.1.1.1
Accessing Page Creation Default Settings
38.1.1.2
Setting Personal Page Creation Defaults
38.1.2
Creating a Personal Page in the Home Space
38.2
Controlling User Access to Your Personal Pages
38.2.1
Granting User Access to Your Personal Pages
38.2.2
Revoking User Access to a Personal Page
38.3
Editing a Personal Page
38.4
Copying a Personal Page
38.5
Deleting a Personal Page
Part X Working with Content
39
Introduction to Adding and Managing Content
39.1
What You Should Know About Adding and Managing Content
39.2
What You Should Know About Content Management Selections in the Resource Catalog
40
Publishing Content Using Content Presenter
40.1
What You Should Know About the Content Presenter Task Flow
40.1.1
Understanding Site Studio Integration
40.2
Adding a Content Presenter Task Flow to a Page
40.3
Displaying the Content Presenter Configuration Dialog
40.4
Selecting Content
40.4.1
Selecting a Single Content Item
40.4.2
Selecting the Contents of a Folder
40.4.3
Selecting Content Based on the Results of a Query
40.4.4
Selecting a List of Content Items
40.4.5
Selecting Content Based on the Results of a Scenario
40.5
Selecting a Display Template
40.6
Previewing the Results
40.7
Adding Links from Content to Navigation Nodes
40.8
Authoring Site Studio Content to Optimize Presentation in Content Presenter
40.8.1
Best Practices for Images
40.8.2
Best Practices for Defining Styles
40.8.3
Best Practices for JavaScript
40.9
Creating or Editing Site Studio Content in the Content Presenter Configuration Dialog
40.10
Creating and Editing Files In-Context in a Content Presenter Task Flow
40.10.1
Editing Wiki Documents or HTML Files In-Context
40.10.2
Editing Site Studio Files In-Context
40.10.3
Creating New Site Studio Content In-Context
40.10.4
Changing the Edit Mode Key Sequence
40.11
Setting Content Presenter Task Flow Properties
40.11.1
What You Should Know About the Content Presenter Task Flow Properties
40.11.2
Content Presenter Task Flow Parameters
41
Working with the Documents Service Task Flows and Document Components
41.1
What You Should Know About the Documents Service Task Flows
41.1.1
Understanding the Document Explorer Task Flow
41.1.2
Understanding the Document List Viewer Task Flow
41.1.3
Understanding the Document Manager Task Flow
41.1.4
Understanding the Document Navigator Task Flow
41.1.5
Understanding the Folder Viewer Task Flow
41.1.6
Understanding the Recent Documents Task Flow
41.1.7
Understanding the Document Viewer Task Flow
41.1.8
Understanding the Document Mini Properties Task Flow
41.1.9
Understanding the Document Properties Task Flow
41.1.10
Understanding the Document Version History Task Flow
41.2
What You Should Know About Document Components
41.3
Adding a Selected Folder or File to a Page
41.4
Adding a Documents Service Task Flow to a Page
41.5
Understanding the Documents Service Task Flow Menus and Actions
41.5.1
Menus and Actions in the Documents Service Task Flows
41.5.1.1
File Menu
41.5.1.2
View Menu
41.5.1.3
New Wiki Document Action
41.5.1.4
Upload Action
41.5.1.5
Download Action
41.5.1.6
Folder Context Menu
41.5.1.7
File Context Menu
41.5.2
Menus and Actions in the Document Viewer Preview Pane or Window
41.5.2.1
File Menu
41.5.2.2
View Menu
41.5.2.3
Edit Action
41.5.2.4
Upload New Version Action
41.5.2.5
Download Action
41.5.2.6
Sidebar Icons and Panes
41.6
Personalizing Your View
41.6.1
Hiding and Showing Columns
41.6.2
Reordering Columns
41.6.3
Sorting Files and Folders
41.7
Creating a Folder
41.8
Creating a File
41.8.1
Uploading New Files
41.8.2
Creating a Wiki Document
41.9
Opening a Folder
41.10
Opening a File
41.11
Using the Rich Text Editor (RTE)
41.12
Editing and Updating a File
41.12.1
Checking a File Out
41.12.2
Downloading a File
41.12.3
Editing Files In-Place
41.12.3.1
Opening a File Already Checked Out By Another User
41.12.4
Uploading a New Version of an Existing File
41.13
Renaming a Folder or File
41.13.1
Renaming a Folder or File Using a Menu
41.13.2
Renaming a File and Revising Its Description Through Properties
41.14
Copying and Pasting Folders and Files
41.15
Moving Folders and Files
41.16
Deleting Folders and Files
41.17
Refreshing Folder Contents
41.18
Hiding and Showing Folders
41.19
Working with Related Items (Tags, Links, and Recommendations)
41.19.1
Working with Tags
41.19.2
Working with Links
41.19.3
Working with Recommendations
41.20
Viewing, Entering, and Deleting Comments on a File
41.21
Viewing and Deleting File Version History
41.22
Viewing and Modifying Folder and File Properties
41.22.1
Working with Folder Properties
41.22.2
Working with File Properties
41.23
Opening or Saving PDF Files
41.24
Sharing the URL for a Folder or File
41.24.1
Retrieving the URL for a Folder or File
41.24.2
Mailing the URL for a File
41.24.3
Publishing the URL for a File to Activity Streams
41.25
Setting Security Options on a Folder or File
41.26
Subscribing to a File
41.27
Liking and Unliking a File
41.28
Adding a File to Your Favorites
41.29
Running Document Searches
41.29.1
Running a Basic Document Search
41.29.2
Running an Advanced Document Search
42
Setting Documents Service Task Flow and Document Component Properties
42.1
What You Should Know About Documents Service Task Flow and Document Component Properties
42.2
Setting Document Explorer Task Flow Properties
42.2.1
Document Explorer Task Flow Parameters
42.3
Setting Document List Viewer Task Flow Properties
42.3.1
Document List Viewer Task Flow Parameters
42.4
Setting Document Manager Task Flow Properties
42.4.1
Document Manager Task Flow Parameters
42.5
Setting Document Navigator Task Flow Properties
42.5.1
Document Navigator Task Flow Parameters
42.6
Setting Folder Viewer Task Flow Properties
42.6.1
Folder Viewer Task Flow Parameters
42.7
Setting Recent Documents Task Flow Properties
42.7.1
Recent Documents Task Flow Parameters
42.8
Setting Document Viewer Task Flow Properties
42.8.1
Document Viewer Task Flow Parameters
42.9
Setting Document Mini Properties Task Flow Properties
42.9.1
Document Mini Properties Task Flow Parameters
42.10
Setting Document Properties Task Flow Properties
42.10.1
Document Properties Task Flow Parameters
42.11
Setting Document Version History Task Flow Properties
42.11.1
Document Version History Task Flow Parameters
42.12
Setting Document Link Component Properties
42.12.1
Document Link Component Display Options
42.13
Setting Document Inline Frame Component Properties
42.13.1
Document Inline Frame Component Display Options
42.14
Setting Document Image Component Properties
42.14.1
Document Image Component Display Options
43
Working with Workflow-Enabled Content
43.1
What You Should Know About Content Workflows
43.1.1
Understanding Workflow Types
43.1.2
Understanding Workflow Steps
43.1.3
Understanding Workflow Process
43.2
Assigning a Workflow to a Folder
43.3
Viewing Workflow Assignments
43.3.1
Viewing Workflow Files in a Documents Service Task Flow
43.3.2
Viewing Workflow Files in a Workflow Queue
43.4
Viewing Workflow Status and File Information
43.4.1
Viewing Detailed Workflow Status
43.4.2
Viewing Content Information and Actions
43.5
Changing or Deleting a Workflow
43.6
Participating in a Workflow
43.6.1
Approving or Rejecting a File in Workflow
43.6.2
Working with a Rejected Revision
44
Creating and Managing Content at Runtime
45
Collaborating on Documents
45.1
Collaborating on Documents Using the Documents Service
45.2
Collaborating on Documents through Workflows
45.3
Collaborating on Documents Using Oracle AutoVue
46
Working with Microsoft Office and Explorer Integration
46.1
What You Should Know About Microsoft Office and Explorer Integration
46.1.1
Understanding WebCenter Spaces Word, PowerPoint, and Excel Integration
46.1.2
Understanding Microsoft Windows Explorer Integration
46.2
Configuring Microsoft Office Integration with WebCenter Spaces
46.3
Working with Microsoft Word, PowerPoint, and Excel Integration
46.3.1
Creating a Space from a Microsoft Office Document
46.3.2
Opening and Editing a File
46.3.2.1
Opening a File Already Checked Out By Another User
46.3.3
Displaying and Hiding the Microsoft Office Task Pane
46.3.3.1
Displaying or Hiding the Task Pane Manually
46.3.3.2
Displaying or Hiding the Task Pane By Default
46.3.4
Working with the Microsoft Office Task Pane
46.3.4.1
Adding a File
46.3.4.1.1
Saving a File As a New File in a Space
46.3.4.1.2
Adding a New File Using the Task Pane
46.3.4.2
Adding a New Folder
46.3.4.3
Checking a File Out
46.3.4.3.1
Checking the Currently Open File Out Again After Checking It In
46.3.4.4
Checking a File In
46.3.4.5
Managing the Currently Open File
46.3.4.6
Managing Other Files in the Current Space
46.3.4.7
Managing Folders
46.3.4.8
Viewing Link Targets
46.3.4.9
Viewing Document Information
46.3.4.10
Working with File Version History
46.3.4.11
Adding Members to a Space
46.3.4.12
Sending a Message
46.3.4.12.1
Sending a Message to the Current User
46.3.4.12.2
Sending a Message to Your Connections
46.3.4.12.3
Sending a Message to Members of a Space
46.3.5
Closing a File
46.3.5.1
Closing a File After Checking It In
46.3.5.2
Closing a File Before Checking It In
46.3.5.2.1
Closing an Unchanged File
46.3.5.2.2
Closing an Updated File
46.4
Working with Microsoft Windows Explorer Integration
46.4.1
Adding a Space as a Network Place
46.4.2
Working with Files Using Windows Explorer
47
Working with Wiki Documents
47.1
What You Should Know About Wikis
47.1.1
Prerequisites for Enabling Wiki Functionality
47.1.2
Permissions Required for Working with Wiki Documents
47.2
Creating a Wiki Document
47.2.1
Methods of Creating a Wiki Document
47.2.2
Creating a Wiki Document Using the New Wiki Document Action
47.2.3
Creating a Wiki Document Using the Wiki Page Style
47.2.4
Creating a Wiki Document Within a Wiki Page Style-Based Page
47.3
Editing a Wiki Document
47.4
Exposing an Existing Wiki Document
47.4.1
Exposing an Existing Wiki Document Using the Wiki Page Style
47.4.2
Exposing an Existing Wiki Document Using Content Presenter
47.5
Comparing Versions of a Wiki Document
47.6
Managing Wiki Documents
48
Working with Blogs
48.1
What You Should Know About Blogs
48.1.1
Understanding the Blogs Interface
48.1.2
Directory Structure of Blogs
48.1.3
Requirements for Enabling the Blogs Functionality
48.1.4
Permissions Required for Working with Blogs
48.2
Creating and Managing Blogs
48.2.1
Creating a Blog
48.2.1.1
Creating a Blog Using the Blog Page Style
48.2.1.2
Adding a Blogs Task Flow
48.2.2
Setting Blog Properties
48.2.2.1
What You Should Know About Blog Properties
48.2.2.2
Blogs Task Flow Parameters
48.2.2.3
Blog Page Style Parameters
48.2.3
Subscribing to a Blog
48.3
Working with Blog Posts
48.3.1
What You Should Know About Blog Posts
48.3.2
Creating a Blog Post
48.3.3
Editing a Blog Post
48.3.4
Opening a Blog Post
48.3.5
Managing Blog Posts
Part XI Planning and Building a Space
49
Understanding Space Basics
49.1
What You Should Know About Spaces
49.2
What Does a Space Look Like?
49.3
Viewing Available Spaces
49.4
Interacting with Spaces Before Logging In (Public User)
49.5
Viewing Information About a Space
49.6
Joining a Space
49.6.1
Joining a Space (Registered WebCenter Spaces User)
49.6.2
Joining a Space (Unregistered WebCenter Spaces User)
49.7
Searching in a Space
49.8
Viewing Pages in a Space
49.9
Personalizing Your View of Pages in a Space
49.10
Creating Your Own Page in a Space
49.11
Showing or Hiding Pages in Your View of a Space
49.12
Editing Your Pages in a Space
49.13
Copying a Page to Your View of a Space
49.14
Renaming Your Pages in a Space
49.15
Controlling User Access to Your Space Pages
49.16
Deleting Your Pages in a Space
49.17
Exposing a Space Page in Your View of the Home Space
49.18
Sending a Link to a Page in a Space
49.19
Viewing Information About a Page in a Space
49.20
Changing Your Role in a Space
49.21
Cancelling Space Membership
50
Working with Space Templates
50.1
What You Should Know About Space Templates
50.1.1
Understanding Out-of-the-Box Space Templates
50.1.2
Understanding Custom Space Templates
50.2
Creating a Custom Space Template
50.3
Managing Space Templates
50.3.1
Viewing Available Space Templates
50.3.2
Searching for a Space Template
50.3.3
Renaming a Space Template
50.3.4
Setting Up Access to a Space Template
50.3.5
Publishing or Hiding Space Templates
50.3.6
Deleting Space Templates
51
Managing a Space
51.1
Who Is the Space Moderator?
51.2
Creating a New Space
51.3
Accessing Space Administration Pages
51.4
Managing General Administration Settings for a Space
51.4.1
Renaming a Space
51.4.2
Modifying the Description or Keywords for a Space
51.4.3
Taking a Space Offline
51.4.4
Bringing a Space Back Online
51.4.5
Closing or Reactivating a Space
51.4.6
Enabling or Disabling RSS News Feeds for a Space
51.4.7
Changing the Space Icon
51.4.8
Changing the Space Logo
51.4.9
Changing the Page Template for a Space
51.4.10
Changing the Skin for a Space
51.4.11
Changing the Resource Catalogs for Pages and the Page Template for a Space
51.4.12
Changing the Navigation for a Space
51.4.13
Displaying or Hiding a Page Footer in a Space
51.4.14
Customizing the Copyright Statement and Privacy URL
51.4.15
Setting a Space Display Language
51.4.16
Changing the Access to a Space
51.5
Managing Space Roles
51.6
Managing Space Members
51.7
Creating and Managing Space Pages
51.7.1
Setting a Default Page Style
51.7.2
Creating a Page in a Space
51.7.3
Showing or Hiding Pages in a Space
51.7.4
Searching for Pages in a Space
51.7.5
Editing a Page in a Space
51.7.6
Copying a Page in a Space
51.7.7
Renaming a Page in a Space
51.7.8
Changing Access Permissions on a Space Page
51.7.9
Deleting a Page in a Space
51.7.10
Exposing a Space Page in the Home Space
51.7.11
Sending a Link to a Page in a Space
51.7.12
Viewing Information About a Page in a Space
51.8
Managing Space Content
51.9
Managing Subspaces
51.10
Managing Space Services
51.10.1
Enabling and Disabling Services Available to a Space
51.10.2
Configuring a Custom Space Mail Distribution List
51.10.3
Modifying Discussion Forum Settings for a Space
51.10.4
Publishing Space Mail in a Discussion Forum
51.10.5
Configuring a Shared Mail Connection for a Space
51.11
Managing Space Resources
51.12
Defining Custom Attributes for a Space
51.13
Adding Wikis or Blogs to a Space
51.14
Making a Space Available
51.14.1
Publishing the Link to a Space
51.14.2
Changing a Space URL
51.14.3
Making a Space Known (Discoverable)
51.14.4
Granting WebCenter Spaces Users Access to a Space
51.14.5
Granting Public Access to a Space
51.15
Sending Mail to Space Members or Moderators
51.16
Working with the Space Task Flows
51.16.1
Adding a Space Task Flow to a Page
51.16.2
Setting Space Task Flow Properties
51.16.2.1
What You Should Know About the Spaces Task Flow Properties
51.16.2.2
Setting Space Members Task Flow Properties
51.16.2.3
Setting Spaces Browser Task Flow Properties
51.16.2.3.1
Spaces Browser Task Flow Parameters
51.17
Deleting a Space
52
Managing Space Members and Roles
52.1
Setting Up the Membership Policy for a Space
52.1.1
Managing Self-Service Membership for a Space
52.1.2
Managing Self-Service Membership Removal from a Space
52.2
Managing Roles and Permissions for a Space
52.2.1
What You Should Know About Roles and Permissions for a Space
52.2.1.1
Understanding the Default Roles for a Space
52.2.1.2
Understanding Permissions and Permission Models in a Space
52.2.1.3
Understanding Custom Roles in Spaces
52.2.2
Defining Custom Roles for a Space
52.2.3
Viewing and Editing Permissions of a Space Role
52.2.4
Using the Advanced Permission Model
52.2.5
Deleting Roles in a Space
52.3
Managing Members and Assigning Roles
52.3.1
What You Should Know About Space Membership
52.3.2
Viewing Members of a Space
52.3.3
Composing Messages to New Members
52.3.4
Adding Members to a Space
52.3.4.1
Adding WebCenter Spaces Users and Groups
52.3.4.2
Inviting a WebCenter Spaces User
52.3.4.3
Allowing a WebCenter Spaces User to Self-Subscribe
52.3.4.4
Inviting a Non-WebCenter Spaces User
52.3.5
Changing Member Role Assignments
52.3.6
Approving Requests for Membership of a Space
52.3.7
Communicating with Moderators and Members of a Space
52.3.7.1
Sending a Message from the Spaces Page
52.3.7.2
Sending a Message from the Members Page
52.3.7.3
Contacting Space Moderator(s)
52.3.8
Revoking Membership
52.4
Working with the Space Members Task Flow
52.4.1
What You Should Know About the Space Members Task Flow
52.4.2
Managing Space Membership Through the Space Members Task Flow
52.4.3
Contacting All Space Members
52.4.4
Contacting Individual Members of a Space
52.4.5
Sorting Members
52.4.6
Filtering Members
52.4.7
Setting Space Members Task Flow Properties
52.4.7.1
What You Should Know About Space Members Task Flow Properties
52.4.7.2
Space Members Task Flow Parameters
53
Administering Spaces and Templates
53.1
Understanding Space Management and Migration
53.2
Performing Administrative Tasks For All Spaces
53.2.1
Viewing Space Information
53.2.2
Taking Any Space Offline
53.2.3
Bringing Any Space Back Online
53.2.4
Closing Any Space
53.2.5
Reactivating Any Space
53.2.6
Deleting a Space
53.3
Performing Administrative Tasks For All Space Templates
53.3.1
What You Should Know About Managing Space Templates
53.3.2
Viewing Space Templates
53.3.3
Publishing and Hiding Space Templates
53.3.4
Deleting a Space Template
53.4
Enabling and Disabling Services
53.5
Importing and Exporting Spaces and Space Templates
53.5.1
Exporting Spaces
53.5.2
Importing Spaces
53.5.3
Exporting Space Templates
53.5.4
Importing Space Templates
53.6
Troubleshooting
53.6.1
Troubleshooting WebCenter Spaces Workflows
53.6.1.1
Validating the WebCenter Workflow Configuration
53.6.1.2
Troubleshooting Issues with WebCenter Spaces Workflows
53.6.2
Troubleshooting WebCenter Service Issues
53.6.3
Troubleshooting Issues with Space Import and Export
53.6.3.1
Space Blocked After Unsuccessful Export or Import
53.6.3.2
Page or Space Not Found Message After Import
53.6.3.3
Space Import Archive Exceeds Maximum Upload File Size
53.6.3.4
Maximum Number of Spaces Exceeded on Export
53.6.3.5
Lists Not Imported Properly
53.6.3.6
Importing from the Subspaces Page
54
Working with a Space Hierarchy
54.1
What You Should Know About Space Hierarchies
54.2
Understanding Inheritance in Space Hierarchies
54.2.1
Inheriting Security
54.2.2
Inheriting Services
54.3
Creating a Subspace
54.4
Viewing a Space Hierarchy
54.4.1
Viewing Subspaces of a Parent Space
54.4.2
Viewing Parent Spaces of a Subspace
54.5
Creating a Custom Space Hierarchy Navigation
54.6
Moving Subspaces
54.7
Managing a Subspace
54.7.1
Modifying Security Settings for a Subspace
54.7.2
Importing Subspaces
Part XII Analyzing and Monitoring Your Portal
55
Analyzing Usage and Performance Metrics
55.1
What You Should Know About the Analytics Service
55.1.1
Understanding the Analytics Administration Page in WebCenter Spaces
55.1.2
Understanding Analytics Task Flows in WebCenter Spaces
55.1.2.1
WebCenter Traffic
55.1.2.2
Page Traffic
55.1.2.3
Login Metrics
55.1.2.4
Space Traffic
55.1.2.5
Space Response Time
55.1.2.6
Portlet Traffic
55.1.2.7
Portlet Instance Traffic
55.1.2.8
Portlet Response Time
55.1.2.9
Portlet Instance Response Time
55.1.2.10
Search Metrics
55.1.2.11
Document Metrics
55.1.2.12
Wiki Metrics
55.1.2.13
Blog Metrics
55.1.2.14
Discussion Forum Metrics
55.1.3
Access to Analytics Task Flows in WebCenter Spaces
55.2
Working with Analytics Task Flows
55.2.1
Adding Analytics Task Flows to a Page
55.2.2
Customizing Analytics Reports
55.2.3
Personalizing Your Analytics Report View
55.2.3.1
Report Display Options
55.2.3.2
Query Options
55.3
Setting Analytics Task Flow Properties
55.3.1
What You Should Know About the Analytics Service Task Flow Properties
55.3.2
Analytics Service Task Flow Parameters
Part XIII Searching WebCenter and Other Sources
56
Working with the Search Service
56.1
What You Should Know About the Search Service
56.1.1
Using the Oracle Secure Enterprise Search Adapter
56.2
Setting Preferences for WebCenter Spaces Search Results
56.2.1
Selecting the Services to Search
56.2.2
Specifying a Display Order for Search Results
56.3
Working with Search Service Task Flows
56.3.1
Adding Search Service Task Flows
56.3.2
Searching in a WebCenter Application
56.3.2.1
Performing a Global Search
56.3.2.2
Performing a Space Search
56.3.3
Refining the Display of Search Results
56.3.4
Saving Searches
56.3.4.1
Saving a Search
56.3.4.2
Running a Saved Search
56.3.4.3
Sharing a Saved Search in WebCenter Spaces
56.3.4.4
Customizing a Saved Search
56.3.4.5
Deleting a Saved Search
56.4
Setting Search Service Task Flow Properties
56.4.1
What You Should Know About the Search Service Task Flow Properties
56.4.2
Search Service Task Flow Parameters
57
Working with the Tags Service
57.1
What You Should Know About the Tags Service
57.1.1
Understanding Tags
57.1.2
Adding the Tags Icon to Pages
57.1.3
Understanding the Tags Task Flow
57.1.4
Understanding the Similarly Tagged Items Task Flow
57.1.5
Understanding the Tag Center
57.2
Working with Tags Service Features and Task Flows
57.2.1
Adding a Tags Service Task Flow to a Page
57.2.2
Tagging WebCenter Portal Application Pages
57.2.3
Tagging WebCenter Portal Application Documents
57.2.4
Working with Tags and Tagged Items in the Tags Task Flow
57.2.4.1
Viewing Tags and Tagged Items in the Tags Task Flow
57.2.4.2
Sorting Tags and Tagged Items
57.2.4.3
Filtering Tags and Tagged Items
57.2.4.4
Renaming a Tag from the Tags Task Flow
57.2.4.5
Deleting a Tag from the Tags Task Flow
57.2.5
Viewing Tags and Tagged Items in Search Results
57.2.6
Working with Tags and Tagged Items in the Tag Center
57.2.6.1
Opening the Tag Center
57.2.6.2
Selecting Different Views and Arrangements of Tags in the Tag Cloud
57.2.6.3
Selecting Different Views and Arrangements of Tagged Items
57.2.6.4
Refining the Display of Information in the Tag Center
57.2.6.5
Discovering Who Has Used a Tag in the Tag Center
57.3
Setting Tags Service Task Flow Properties
57.3.1
What You Should Know About the Tags Service Task Flow Properties
57.3.2
Tags Service Task Flow Parameters
Part XIV Gathering Intelligence Based on Activities
58
Working with the Activity Graph Service
58.1
What You Should Know About the Activity Graph Service
58.2
Working with Activity Graph Service Task Flows
58.2.1
Adding an Activity Graph Service Task Flow to a Page
58.2.2
Working with the Recommended Connections Task Flow
58.2.2.1
Learning More About a Recommended Connection
58.2.2.2
Inviting a Recommended Connection to Connect with You
58.2.2.3
Removing a User from Your Recommended Connections
58.2.2.4
Setting the Number of Users to Display in the Recommended Connections Task Flow
58.2.2.5
Controlling Which Users to Include in the Recommended Connections Task Flow
58.2.3
Working with the Similar Spaces Task Flow
58.2.3.1
Learning More About a Suggested Space
58.2.3.2
Joining a Suggested Space
58.2.3.3
Removing a Space from the Task Flow
58.2.3.4
Setting the Number of Spaces to Display in the Similar Spaces Task Flow
58.2.3.5
Controlling Which Spaces to Include in the Similar Spaces Task Flow
58.2.4
Working with the Similar Items Task Flow
58.2.4.1
Populating the Similar Items Task Flow
58.2.4.2
Viewing a Suggested Item
58.2.4.3
Removing an Item from the Similar Items Task Flow
58.2.4.4
Setting the Number of Items to Display in the Similar Items Task Flow
58.2.4.5
Controlling Which Items to Include in the Similar Items Task Flow
58.3
Setting Activity Graph Service Task Flow Properties
58.3.1
What You Should Know About the Activity Graph Service Task Flow Properties
58.3.2
Activity Graph Service Task Flow Parameters
Part XV Services: Announcements through Links
59
Working with the Announcements Service
59.1
What You Should Know About the Announcements Service
59.2
Working with Announcements Service Task Flows
59.2.1
Adding an Announcements Service Task Flow to a Page
59.2.2
Working with the Announcements Task Flow
59.2.2.1
Viewing Announcements in the Announcements Task Flow
59.2.2.2
Adjusting Your View of the Announcements
59.2.2.3
Creating an Announcement
59.2.2.4
Editing Announcements
59.2.2.5
Deleting an Announcement
59.2.3
Working with the Announcements - Quick View Task Flow
59.2.3.1
Viewing Announcements in the Quick View Task Flow
59.2.3.2
Managing Announcements in the Quick View Task Flow
59.2.4
Sending Mail from an Announcement
59.2.5
Linking Announcements
59.3
Setting Announcements Service Task Flow Properties
59.3.1
What You Should Know About the Announcements Service Task Flow Properties
59.3.2
Announcements Service Task Flow Parameters
60
Working with the Discussions Service
60.1
What You Should Know About the Discussions Service
60.2
Working with Discussions Service Task Flows
60.2.1
Adding a Discussions Service Task Flow to a Page
60.2.2
Creating a Discussion Forum
60.2.3
Editing the Forum Name and Description
60.2.4
Creating and Managing Forum Topics and Replies
60.2.4.1
Posting a New Forum Topic
60.2.4.2
Replying to Topic Posts
60.2.4.3
Viewing Topic Posts and Replies
60.2.4.4
Editing Topics and Replies
60.2.4.5
Deleting Topic Posts and Replies
60.2.4.6
Switching Between Topic View Modes
60.2.5
Showing and Hiding Additional Discussion Forum Information
60.2.5.1
Showing or Hiding Information in the Discussions - Quick View Task Flow
60.2.5.2
Showing or Hiding Information in the Popular Topics Task Flow
60.2.5.3
Showing or Hiding Information in the Recent Topics Task Flow
60.2.5.4
Showing or Hiding Information in the Watched Forums Task Flow
60.2.5.5
Showing or Hiding Information in the Watched Topics Task Flow
60.2.6
Watching Forums and Topics
60.2.6.1
Adding a Discussion Forum or Topic to Your Watch List
60.2.6.2
Removing a Discussion Forum or Topic from a Watch List
60.2.6.3
Viewing Watched Forums and Topics from the Quick View
60.2.7
Sending Mail from Discussion Topics
60.3
Setting Discussions Service Task Flow Properties
60.3.1
What You Should Know About the Discussions Service Task Flow Properties
60.3.2
Discussions Service Task Flow Parameters
61
Working with the Events Service
61.1
What You Should Know About the Events Service
61.1.1
Calendar Overlaying
61.1.2
Where to View Events
61.1.3
Integration with Other Services
61.2
Working with Events Service Task Flows
61.2.1
Adding an Events Service Task Flow to a Page
61.2.2
Accessing Your Personal Microsoft Exchange Calendar
61.2.3
Viewing Events
61.2.3.1
Displaying the Events Page for a Space
61.2.3.2
Displaying Events by Day, Week, or Month or as a List
61.2.3.3
Viewing Events for a Specific Date
61.2.3.4
Refreshing Your View of Events
61.2.3.5
Setting Display Preferences
61.2.3.5.1
Setting the Calendar Start Time
61.2.3.5.2
Setting a Secondary Time Zone
61.2.3.5.3
Configuring List View
61.2.4
Scheduling Events
61.2.5
Viewing Event Details
61.2.6
Revising Scheduled Events
61.2.7
Cancelling Scheduled Events
61.2.8
Displaying Multiple Calendars in a Single Task Flow
61.2.8.1
Enabling Calendar Overlaying
61.2.8.2
Displaying Additional Calendars
61.2.8.3
Editing Calendar Display Options
61.3
Setting Events Service Task Flow Properties
61.3.1
What You Should Know About the Events Service Task Flow Properties
61.3.2
Events Service Task Flow Parameters
61.3.3
Events - Mini View Task Flow Parameters
62
Working with the Instant Messaging and Presence Service (IMP)
62.1
What You Should Know About the IMP Service
62.2
Identifying Your Preferred Instant Messaging Provider
62.3
Configuring Network Presence
62.4
Working with IMP Service Features
62.4.1
Viewing the Status of Other Users
62.4.2
Sending a Mail Message from the Presence Icon Menu
62.4.3
Sending an Instant Message from the Presence Icon Menu
62.4.4
Initiating a Phone Conference from the Presence Icon Menu
63
Working with the Links Service
63.1
What You Should Know About the Links Service
63.2
Working with Links Service Features
63.2.1
Linking to Existing Objects
63.2.1.1
Opening the Links Dialog to Link to Existing Objects
63.2.1.2
Linking to an Existing Announcement
63.2.1.3
Linking to an Existing Discussion Forum Topic
63.2.1.4
Linking to an Existing Document
63.2.1.5
Linking to an Existing Event
63.2.2
Linking to New Objects
63.2.2.1
Opening the Links Dialog to Link to a New Object
63.2.2.2
Adding and Linking to a Discussion Forum Topic
63.2.2.3
Adding and Linking to a Document
63.2.2.4
Adding and Linking to an Event
63.2.2.5
Adding and Linking to a Note
63.2.2.6
Linking to a Web Page
63.2.3
Accessing Link Targets
63.2.4
Deleting a Link
63.2.5
Linking in the Rich Text Editor
Part XVI Services: Lists through Worklist
64
Working with the Lists Service
64.1
What You Should Know About the Lists Service
64.2
Working with Lists Service Features
64.2.1
Adding Lists to a Page
64.2.2
Viewing Lists
64.2.3
Creating and Managing Lists
64.2.3.1
Creating Lists
64.2.3.2
Editing List Structure
64.2.3.2.1
Renaming a List and Revising a List Description
64.2.3.2.2
Adding Columns to a List
64.2.3.2.3
Revising List Column Details
64.2.3.2.4
Rearranging List Columns on All Instances of a List
64.2.3.2.5
Deleting a List Column
64.2.3.3
Copying a List
64.2.3.4
Deleting Lists
64.2.4
Adding and Managing List Data
64.2.4.1
Adding Data of a Given Data Type to a List
64.2.4.1.1
Adding Data to a List
64.2.4.1.2
Adding Plain Text Data to a List
64.2.4.1.3
Adding Rich Text Data to a List
64.2.4.1.4
Adding DateTime Data to a List
64.2.4.1.5
Adding Picture Data to a List
64.2.4.1.6
Adding Person Data to a List
64.2.4.2
Editing List Data
64.2.4.3
Deleting List Rows
64.2.4.4
Refreshing List Data
64.2.5
Customizing Lists
64.2.5.1
Sorting List Data on a Column
64.2.5.1.1
Sorting List Data Using Column Icons
64.2.5.1.2
Performing an Advanced Sort of List Data
64.2.5.2
Resizing List Columns
64.2.5.3
Changing Column Order on a List Instance
64.2.5.4
Hiding and Showing List Columns
64.2.5.5
Freezing a Column Position
64.2.5.6
Wrapping Column Data
64.2.5.7
Applying Color Banding to List Rows
64.2.5.7.1
Applying Color Banding to Your Personal View of a List
64.2.5.7.2
Removing Personal Color Banding
64.2.5.7.3
Applying Color Banding to Everyone's View of a List Instance
64.2.5.7.4
Removing Color Banding from Everyone's View of a List
64.2.5.8
Filtering List Data
64.2.5.8.1
Applying an Ad Hoc Filter to a List Instance
64.2.5.8.2
Applying a Permanent, Personal Filter to a List Instance
64.2.5.8.3
Removing a Permanent, Personal List Filter
64.2.5.8.4
Applying Filters to Everyone's View of a List
64.2.5.8.5
Removing Filters from Everyone's View of a List
64.2.6
Sending a Link to a List to Other Users
64.2.7
Exporting a List and Importing a List from an Excel Spreadsheet
64.2.7.1
What You Should Know About Exporting and Importing Lists
64.2.7.2
Exporting a List to a Spreadsheet
64.2.7.3
Importing an Exported List
64.3
Setting List Viewer Task Flow Properties
64.3.1
What You Should Know About List Viewer Task Flow Properties
64.3.2
List Viewer Task Flow Parameters
65
Working with the Mail Service
65.1
What You Should Know About the Send Mail Feature
65.1.1
Configuring the Send Mail Feature
65.2
What You Should Know About the Mail Service
65.3
Selecting Your Preferred Mail Connection
65.4
Working with the Mail Service Task Flow
65.4.1
Adding the Mail Service Task Flow to a Page
65.4.2
Logging in to Mail
65.4.3
Personalizing Your View of the Mail Task Flow
65.4.4
Opening Mail Messages
65.4.5
Downloading Mail Attachments
65.4.6
Composing and Sending Mail Messages
65.4.7
Sending Mail with Attachments
65.4.8
Removing Attachments from the Add Attachment Window
65.4.9
Replying to and Forwarding Mail
65.4.10
Refreshing Mail
65.4.11
Deleting Mail
65.5
Setting Mail Service Task Flow Properties
65.5.1
What You Should Know About the Mail Service Task Flow Properties
65.5.2
Mail Service Task Flow Parameters
66
Working with the Notes Service
66.1
What You Should Know About the Notes Service
66.2
Working with the Notes Service Task Flow
66.2.1
Adding the Notes Service Task Flow to a Resource Catalog
66.2.2
Adding the Notes Service Task Flow to a Page
66.2.3
Creating a Note
66.2.4
Filtering and Clearing Filters on Notes
66.2.5
Editing Note Details
66.2.6
Refreshing Your View of Notes
66.2.7
Deleting Notes
66.3
Setting Notes Service Task Flow Properties
67
Working with the Polls Service
67.1
What You Should Know About the Polls Service
67.2
Working with Polls Service Task Flows
67.2.1
Adding a Polls Service Task Flow to a Page
67.2.2
Working with the Quick Poll Task Flow
67.2.3
Working with the Polls Manager Task Flow
67.2.4
Working with the Take Polls Task Flow
67.2.5
Working with the View Poll Results Task Flow
67.3
Setting Polls Service Task Flow Properties
67.3.1
What You Should Know About the Polls Service Task Flow Properties
67.3.2
Polls Service Task Flow Parameters
68
Working with the RSS Service
68.1
What You Should Know About the RSS Service
68.1.1
RSS Icon
68.1.2
RSS Manager
68.1.3
RSS Task Flow
68.2
Obtaining Service News Feeds
68.2.1
Obtaining the Recent Activities News Feed
68.2.1.1
Obtaining a Recent Activity News Feed URL from the RSS Manager
68.2.1.2
Obtaining a News Feed URL from the Recent Activity Task Flow
68.2.2
Obtaining the Discussion Forums News Feed
68.2.2.1
Obtaining a Discussion Forum News Feed from the RSS Manager
68.2.2.2
Obtaining a News Feed from the Discussions Page
68.2.2.3
Obtaining a News Feed from a Discussion Forums Task Flow
68.2.3
Obtaining List News Feeds
68.2.3.1
Obtaining a List News Feed from the RSS Manager
68.2.3.2
Obtaining a News Feed from the Lists Page
68.2.3.3
Obtaining a News Feed from a Lists Task Flow
68.2.4
Obtaining the Announcements News Feed
68.2.4.1
Obtaining an Announcements News Feed from the RSS Manager
68.2.4.2
Obtaining a News Feed from the Announcements Page
68.2.4.3
Obtaining a News Feed from the Announcements Task Flow
68.3
Working with the RSS Task Flow
68.3.1
Adding an RSS Service Task Flow to a Page
68.3.2
Refreshing an RSS Task Flow
68.3.3
Deleting an RSS Task Flow From the Page
68.3.4
Editing the Feed Location of an RSS Task Flow
68.4
Setting RSS Service Task Flow Properties
68.4.1
What You Should Know About the RSS Service Task Flow Properties
68.4.2
RSS Service Task Flow Parameters
69
Working with the Recent Activities Service
69.1
What You Should Know About the Recent Activities Service
69.2
Working with the Recent Activities Task Flow
69.2.1
Adding the Recent Activities Task Flow to a Custom Resource Catalog
69.2.2
Adding the Recent Activities Task Flow to a Page
69.2.3
Personalizing the Recent Activities Task Flow
69.2.4
Accessing Recently Acted-On Items
69.2.5
Refreshing the Recent Activities Task Flow
69.3
Setting Recent Activities Task Flow Properties
69.3.1
What You Should Know About the Recent Activities Task Flow Properties
69.3.2
Recent Activities Task Flow Parameters
70
Working with the Worklist Service
70.1
What You Should Know About the Worklist Service
70.2
Adding a Worklist Service Task Flow to a Page
70.3
Working with the Worklist Service Task Flow
70.3.1
Viewing and Responding to Worklist Items
70.3.2
Setting Messaging Preferences
70.3.3
Arranging Your Display of Worklist Items
70.4
Setting Worklist Service Task Flow Properties
Part XVII Appendices
A
WebCenter Spaces User Interface URLs
A.1
User Interface URLs for User Profiles
A.2
User Interface URLs for Home Space Pages
A.3
User Interface URLs for Space Pages
A.4
User Interface URLs for Application Administration Pages
B
Expression Language Expressions
B.1
Introducing the Expression Builder
B.2
Expression Language Example Use Case
B.3
Expression Language Expressions
B.3.1
Seeded Expressions in the Expression Builder
B.3.1.1
Application Info Seeded ELs
B.3.1.2
Page Info Seeded ELs
B.3.1.3
Page Parameter Seeded ELs
B.3.1.4
Resource Info Seeded ELs
B.3.1.5
Space Info Seeded ELs
B.3.1.6
Space Page Info Seeded Paths
B.3.1.7
System Seeded ELs
B.3.1.8
User Info Seeded ELs
B.3.1.9
WebCenter Events Seeded ELs
B.3.2
EL Expressions Relevant to the WebCenter Spaces Application
B.3.3
EL Expressions Relevant to Application Security
B.3.4
EL Expressions Relevant to Application Navigation
B.3.5
EL Expressions Relevant to Resources
B.3.6
EL Expressions Relevant to Specific Spaces
B.3.7
EL Expressions Relevant to Specific Pages
B.3.8
EL Expressions Relevant to Oracle Composer
B.3.9
EL Expressions Relevant to Event Contexts
B.3.10
EL Expressions Relevant to Services
B.3.11
EL Expressions Relevant to the Personalization Conductor
B.3.12
EL Expressions Relevant to the Documents Service
B.3.13
EL Expressions Relevant to the People Connections Service
B.3.14
EL Expressions Relevant to User Preferences
B.3.15
Utilitarian EL Expressions
C
Business Mashup Examples
C.1
Creating Mashups with Data from the Analytics Service
C.1.1
Creating a Graph to Display Page Hits
C.1.2
Using a Parameterized Task Flow to Display a Graph of Page Hits in a Space
C.1.2.1
Creating the Page Hits Data Control
C.1.2.2
Creating a Custom Mashup Style with a Parameter to Specify the Space Name
C.1.2.3
Creating a Task Flow Using the Custom Mashup Style
C.1.2.4
Consuming the Data Control in the Task Flow
C.1.2.5
Testing the Parameter Wiring in the Task Flow
C.1.3
Creating a Graph to View Portal Site Traffic
C.1.4
Creating a Mashup with Two Task Flows in a Master-Detail Relationship
C.1.4.1
Creating the Master Data Control and Task Flow
C.1.4.2
Creating the Details Data Control and Task Flow
C.1.4.3
Wiring the Master and Details Task Flows
C.1.5
Creating a Table with Hyperlinks to Download Documents
C.1.5.1
Creating the Document Views Data Control
C.1.5.2
Creating a Custom Mashup Style with a Parameter to Specify the Space Name
C.1.5.3
Creating a Task Flow Using the Custom Mashup Style
C.1.5.4
Consuming the Data Control in the Task Flow
C.1.5.5
Testing the Parameter Wiring in the Task Flow
C.2
Creating a Mashup that Displays Employee Data from SQL Data Control
C.2.1
Creating the SQL Data Control
C.2.2
Adding the Data Control and Binding Task Flow Parameters to Data Control Parameters
C.2.3
Showing a Hidden Column in the Table
C.2.4
Adding the Data Control in a Parameter Form Task Flow
C.3
Creating a Mashup with Data from the WebCenter Spaces MDS Repository
C.3.1
Creating the Data Control
C.3.2
Adding the Data Control as a Graph Inside a Task Flow
C.4
Creating a Mashup with Data from a WebCenter Spaces Web Service Data Source
C.4.1
Creating a Mashup to List the Spaces in the Application
C.4.2
Creating a Mashup with a Form to Rename Spaces
C.5
Creating a Mashup with Data from a Siebel Data Source
C.5.1
Creating a Web Service Data Control
C.5.2
Adding a Data Control Method as a Table to a Task Flow
C.5.3
Querying the Data Source
C.5.4
Updating Data Source Records
C.6
Building and Using a Custom Mashup Style with Predefined Columns
C.6.1
Building the Custom Mashup Style
C.6.2
Creating a Task Flow Based on the Custom Style
C.7
Building and Using a Custom Mashup style with Date Fields
C.7.1
Building the Custom Mashup Style
C.7.2
Creating a Task Flow Based on the Custom Style
C.8
Creating a Mashup with a Graph That Is Wired to the Page Navigation
C.8.1
Creating the Page Hits Data Control
C.8.2
Consuming the Data Control in a Page with a Navigation Tree
C.9
Creating a Mashup with a Graph that Is Wired to the Inherited Page Navigation
C.9.1
Creating the Page Hits Data Control
C.9.2
Consuming the Page Hits Data Control
C.9.3
Creating and Applying a Custom Page Template
C.9.4
Testing the Wiring Between the Page Hits Graph and the Inherited Navigation
C.10
Creating a Master-Detail Mashup that Contains a Google Maps Task Flow
C.10.1
Creating the Data Control
C.10.2
Creating the Details Task Flow
C.10.3
Creating the Master Task Flow
C.10.4
Wiring the Master and Details Task Flows
C.11
Creating a Mashup with a Customized RSS Feed OmniPortlet
C.11.1
Creating a Task Flow with an OmniPortlet
C.11.2
Testing the Task Flow
C.11.3
Sharing the Task Flow with the Customized Portlet
Glossary
Index
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