Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Completing Portal Initial Set-Up Tasks

2 Overview of Oracle WebCenter Interaction

• Components Installed with the Portal
• Additional Oracle WebCenter Interaction Components
• Overview of the Browsing User Interface
  • Portal Banner
  • Portal Menus
  • Directing Users to Portal Areas with Friendly URLs
• Overview of the Administrative User Interface, Features, and Tools
  • Portal Objects
  • Portal Objects Created Upon Installation
  • Portal Utilities
  • Administration Utilities in the Portal Installation
• Overview of Portal Security
  • About Access Controls Lists and Access Privileges
  • About Activity Rights
    • Activity Rights Required to Create Portal Objects
    • Activity Rights and Group Membership Required to Access Portal Utilities

3 The Web Service Architecture and Remote Servers

• Overview of the Web Service Architecture
• About Remote Servers
• Working with Remote Servers
  • Creating or Editing a Remote Server
  • Deleting a Remote Server
  • Specifying the Location of a Remote Server
  • Specifying the Authentication Information Needed to Access a Remote Server
  • Specifying a Public Encryption Key for a Remote Server
• Working with Web Services
  • Associating a Remote Server with a Web Service
  • Specifying the Location of the Web Service Provider or Code
  • Specifying Web Service Time-Out Settings
  • Enabling and Disabling a Web Service
  • Specifying Caching Settings for a Web Service
  • Specifying How Gatewayed Content is Handled
  • Specifying What Content is Gatewayed for a Web Service
  • Adding a Service Configuration Page to a Web Service Editor
  • Adding an Administrative Configuration Link to the Select Utility Menu
  • Adding a User Configuration Link to the My Account Page
  • Specifying Encoding Style for a Web Service
  • Sending Activity Rights from a Web Service to Associated Objects
  • Specifying Authentication Settings for a Web Service
  • Sending User Preferences from the Web Service to Associated Objects
  • Sending User Information from a Web Service to Associated Objects
  • Enabling Error Tracing for a Web Service
  • Viewing Objects Associated with a Web Service

4 About User Interface Customization

• About Customizing the User Interface with Adaptive Layouts
  • Customizing the User Interface with Adaptive Layouts
    • Creating a Remote Portlet Web Service for an Adaptive Layout
    • Creating an Experience Definition to Display Adaptive Page Layouts
• Reverting to a Legacy User Interface
• About Controlling the User Interface with Experience Definitions and Experience Rules
  • Experience Definitions
  • Experience Rules
  • Guest User Experiences
  • Creating an Experience Definition to Control the User Interface
    • Specifying a User Experience for Users in a Folder
    • Selecting the Portal Menus and Home Page for an Experience Definition
    • Branding Experience Definitions with Headers and Footers
    • Selecting a Navigation Scheme for an Experience Definition
    • Defining Mandatory Links to Display in an Experience Definition
    • Defining the Guest User Experience for an Experience Definition
    • Disabling Single Sign-On (SSO) for an Experience Definition
    • Applying Adaptive Page Layouts
• About Branding with Header and Footer Portlets
  • About Header and Footer Portlet Precedence
• About Navigation Options
• About Portal Interface Types
• About Locale Settings
• About Controlling the Initial Portal Experience

5 Managing Administrative Objects and Portal Utilities

• Planning Your Administrative Object Hierarchy
• Viewing Objects
• Searching for Objects in the Administrative Objects Directory
• Searching for Objects or Documents Using Advanced Search
  • Complex Property Search Example
• Creating an Administrative Folder
• Creating an Object
• Editing an Administrative Folder
• Editing Object Settings in the Object Editor
• Moving Objects
• Copying Objects
• Deleting Objects
• Modifying Security Settings for Objects
• Migrating Objects
• Associating an Object with a Job
  • Changing the Owner of an Object
• Naming and Describing an Object
  • Localizing the Name and Description for an Object
  • Viewing Top Best Bets for an Object
• Managing Object Properties
• Setting Security on an Object
• Viewing Migration History and Status for an Object

6 Managing Portal Users and Groups

• About Users
  • Users Imported From External User Repositories
  • Users Created Through Invitations
  • Self-Registered Users
  • Guest Users
• Working with Users
  • Creating or Editing a User
  • Deleting a User
  • Locking and Unlocking User Accounts
    • Automatically Locking User Accounts
    • Manually Locking a User Account
    • Unlocking User Accounts
  • Specifying Authentication Settings for a User
  • Adding a User to Groups
  • Viewing a User's Dynamic Group Memberships
• About Default Profiles
• Working with Default Profiles
  • Creating and Editing a Default Profile
  • Customizing a Default Profile Experience
• About Groups
  • Dynamic Group Membership
  • Community Groups
  • Roles
    • Example Roles
  • Groups Created Upon Installation
  • Planning Your Group Hierarchy
• Working with Groups
  • Creating or Editing a Group
  • Deleting a Group
  • Adding a Group to Other Groups
  • Adding Users to a Group
  • Configuring Dynamic Group Membership
  • Assigning Activity Rights to a Group
• About Importing and Authenticating Users and Groups
  • How Authentication Works
  • Authentication Providers
  • Authentication Web Services
  • Authentication Sources
    • WCI Authentication Source
• Working with Authentication Web Services
  • Creating or Editing an Authentication Web Service
  • Deleting an Authentication Web Service
• Working with Authentication Sources
  • Creating an Authentication Source to Import and Authenticate Users
  • Creating a Synchronization-Only Authentication Source
  • Creating an Authentication-Only Authentication Source
  • Creating a Single Sign-On Authentication Source
  • Editing an Authentication Source
  • Deleting an Authentication Source
  • Setting an Authentication Source Category to Distinguish Users and Groups Imported from a Particular Domain
  • Setting Default Profiles and Target Folders for Imported Users
  • Setting a Target Folder for Imported Groups
  • Specifying Which Users and Groups to Synchronize
  • Selecting Groups from Which to Import Users
  • Specifying What to Do with Users and Groups Deleted from the Source User Repository
• Mapping External Document Security to Imported Portal Users with the Global ACL Sync Map
• About User Profiles
• Working with the User Profile
  • Editing the User Profile
  • Configuring a User Profile Portlet
  • Changing the User Profile Community Template
  • Ordering Profile Pages
  • Adding a Profile Page
  • Deleting a Profile Page
  • Editing a Profile Page
  • Adding or Editing the Header and Footer on User Profile Pages
  • Associating User Information with Properties Using the User Information — Property Map
• About Importing User Profile Information
  • Profile Providers
  • Profile Web Services
  • Profile Sources
• Working with Profile Web Services
  • Creating or Editing a Profile Web Service
  • Deleting a Profile Web Service
• Working with Profile Sources
  • Creating or Editing a Remote Profile Source
  • Deleting a Profile Source
  • Selecting a Unique Key for a Profile Source
  • Selecting the Users and Groups for Which to Import Profile Information
  • Mapping Source User Attributes to Portal Properties
  • Clearing User Information Imported by a Profile Source
• About Invitations
• Working with Invitations
  • Creating or Editing an Invitation
  • Sending an Invitation
  • Deleting an Invitation
• Auditing User Accounts and Actions
  • Configuring User Activity Auditing
  • Querying User Activity Audit Information
  • User Activity Audit Query Results
  • Archiving Audit Messages
  • Deleting Audit Messages and Archives

7 Managing Portal Content

• About Portal Content
  • Permissions Required for Accessing, Crawling, and Submitting Documents
• About the Portal Knowledge Directory
  • Documents
  • Document Display Options
  • Tags
  • Subfolders and Related Objects
  • The Unclassified Documents Folder
• Working in the Portal Knowledge Directory
  • Setting Knowledge Directory Preferences
  • Browsing the Directory
  • Creating a Directory Folder
  • Editing a Directory Folder
  • Submitting Content to the Directory
    • Using Simple Submission to Submit or Upload Documents to the Portal Knowledge Directory
    • Using Advanced Submission to Submit or Upload Documents to the Portal Knowledge Directory
    • Using Advanced Submission to Submit Web Documents to the Portal Knowledge Directory
  • Editing the Settings for a Document
  • Deleting Folders and Documents
  • Sending a Link to a Document
  • Working with Tags
  • Moving Folders and Documents
  • Copying Folders and Documents
  • Modifying Security on Folders and Documents
  • Requesting Migration for Folders and Documents
  • Troubleshooting Security Changes to Folders and Documents
  • Specifying How Folder Contents Are Sorted
  • Specifying How Content Is Sorted Into a Folder
  • Adding Filters to a Folder
  • Adding Related Resources to a Folder
  • Specifying a Default Content Source for a Folder
  • Adding or Editing Properties for a Document
  • Specifying Expiration Settings for a Document
  • Specifying Refresh Settings for a Document
• About Document and Object Properties
  • Global Document Property Map
  • Global Object Property Map
  • User Information - Property Map
• Working with Properties
  • Creating or Editing a Property
  • Mapping Source Document Attributes to Portal Properties Using the Global Document Property Map
    • HTML Metadata Handling
  • Associating Properties with Portal Objects Using the Global Object Property Map
  • Associating User Information with Properties Using the User Information — Property Map
• About Filters
• Working with Filters
  • Creating or Editing a Filter
  • Deleting a Filter
  • Defining Filter Conditions
  • Testing Filters
  • Applying a Filter to a Folder
• About Content Types
• Working with Content Types
  • Creating or Editing a Content Type
  • Deleting a Content Type
  • Mapping Content Types to Imported Content Using the Global Content Type Map
    • Prioritizing a List of Objects
• About Importing Content
  • Content Providers
  • Content Web Services
  • Content Sources
    • Content Source Histories
    • Content Sources and Security
    • Using Content Sources and Security to Control Access
    • Content Sources Available with the Portal
  • Content Crawlers
    • Metadata Imported by Content Crawlers
    • Content Crawler Best Practices
  • Example of Importing Content Security
• Working with Content Web Services
  • Creating or Editing a Content Web Service
  • Deleting a Content Web Service
  • Sending General Settings from a Web Service to Associated Content Crawlers
• Working with Content Sources
  • Creating or Editing a Remote Content Source
  • Creating or Editing a Web Content Source
  • Deleting a Content Source
  • Gatewaying Imported Content
  • Providing Access to Web Content Through a Proxy Server
  • Selecting a Web Service for Gatewayed Content
  • Providing Access to Web Content by Impersonating a User
  • Providing Access to Web Content Through a Login Form
  • Providing Access to Web Content Through Cookies
  • Providing Access to Web Content Through Header Information
• Working with Content Crawlers
  • Creating or Editing a Remote Content Crawler
  • Creating or Editing a Web Content Crawler
  • Deleting a Content Crawler
  • Specifying Where and How Far to Crawl
  • Setting Destination Folders for Imported Content
  • Mirroring the Source Folder Structure
  • Setting a Content Crawler to Obey Folder Filters
  • Automatically Approving Imported Documents
  • Importing Security with Imported Documents
  • Manually Granting Access to Imported Documents
  • Avoiding Importing Unwanted Content
  • Specifying a Time-Out Setting for a Web Content Crawler
  • Specifying Expiration and Refresh Settings for Imported Documents
  • Customizing the Content Type Mappings for a Content Crawler
  • Specifying What to Do with Rejected Documents
  • Specifying What to Do on Subsequent Crawls
  • Marking Imported Documents with a Crawler Tag
  • Configuring the Number of Threads Used to Crawl Content
  • Testing a Content Crawler
  • Troubleshooting the Results of a Crawl
  • Destination Folder Flowchart
• Mapping External Document Security to Imported Portal Users with the Global ACL Sync Map
• About Snapshot Queries
• Working with Snapshot Queries
  • Creating a or Editing a Snapshot Query
  • Deleting a Snapshot Query
  • Defining Snapshot Query Conditions
  • Limiting a Snapshot Query
  • Formatting the Results of a Snapshot Query
  • Previewing the Results of a Snapshot Query
  • E-mailing the Results of a Snapshot Query
  • Creating a Snapshot Portlet to Display the Results of a Snapshot Query

8 Extending Portal Services with Portlets

• About Portlet Components and Features
  • Portlets
  • Pagelets
  • Lockboxes and the Credential Vault Manager
  • Portlet Web Services
  • Portlet Templates
  • Portlet Bundles
  • Portlet Content Caching
  • Portlet Preferences
  • Portlets Available with the Portal
    • Navigation Portlet
    • Branding Portlets
    • Login Portlets
    • User Profile Portlets
    • My Pages, Community Pages, and Default Profile Pages Portlets
    • Portlet Templates
• Working with Portlet Web Services
  • Creating or Editing an Intrinsic Portlet Web Service
  • Creating or Editing a Remote Portlet Web Service
  • Deleting a Portlet Web Service
  • Adding Help to Portlets
  • Associating User Profile Information with Intrinsic Portlets
  • Sending General Settings from a Remote Portlet Web Service to Associated Portlets
  • Associating a Lockbox with a Remote Portlet Web Service
  • Associating a Login Form with a Remote Portlet Web Service
  • Adding Preference Pages to Intrinsic Portlets
  • Adding Preference Pages to Remote Portlets
  • Specifying Alternative Browsing Device Support for a Portlet Web Service
• Working with Remote Pagelet Web Services
  • Creating the Oracle WebCenter Pagelet Producer Remote Server
  • Creating or Editing a Remote Pagelet Web Service
  • Deleting a Remote Pagelet Web Service
  • Selecting a Pagelet
  • Sending General Settings from a Remote Pagelet Web Service to Associated Portlets
  • Mapping Remote Pagelet Parameters to Portlet Preferences
• Working with Portlet Templates and Portlets
  • Creating or Editing a Portlet Template
  • Deleting a Portlet Template
  • Creating or Editing a Portlet
  • Deleting a Portlet
  • Associating a Web Service with a Portlet or a Portlet Template
  • Editing the Portlet Template Preferences for a Portlet Template
  • Editing the Administrative Preferences for a Portlet
  • Specifying the Size, Type, and Orientation for a Portlet
  • Setting Security for a Portlet
  • Caching Portlet Content
• Working with Portlet Bundles
  • Creating or Editing a Portlet Bundle
  • Deleting a Portlet Bundle
• Working with Lockboxes
  • Creating or Editing a Lockbox to Store User Credentials for External Applications

9 Providing Content and Services to Users through Communities

• About Community Components and Features
  • Communities
  • Community Menus
  • Community Templates
  • Page Templates
    • Template Inheritance
  • Subcommunities
  • Community Groups and Community Portlets
  • Community Knowledge Directory
  • Community Links Portlets
• Working with Community Page Templates
  • Creating or Editing a Community Page Template
  • Deleting a Community Page Template
• Working with Community Pages
  • Creating a Community Page
    • Creating a Community Page with One Click
    • Creating a Community Page From the Administrative Objects Directory
  • Editing a Page in the Flyout Page Editor
  • Deleting a Community Page
• Working with Community Templates
  • Creating or Editing a Community Template
  • Deleting a Community Template
  • Managing Page Templates in a Community Template
• Working with Communities
  • Creating or Editing a Community
  • Deleting a Community
  • Applying a Community Template to a Community
  • Setting the Community Home Page and Ordering Community Pages
  • Creating a Community Page From the Community Editor
  • Deleting a Page from a Community
  • Enabling or Disabling the Community Knowledge Directory
  • Inviting Users to the Community
  • Managing the Header and Footer in a Community or Community Template
  • Creating a Subcommunity
  • Creating a Community Group
  • Setting Community Preferences for Portlets
  • Creating a Community Portlet
  • Setting Security on a Community

10 Managing Search

• About Tagging Engine Integrated Search
• Customizing Search Service Behavior
  • Search Result Types
  • Search Results Sorting Options
  • Best Bets and Top Best Bets
    • Creating Best Bets
  • How Banner Field Settings Affect Search Results
    • Controlling Search Results with Banner Fields and Weighting
  • Spell Correction for Searches
    • Enabling and Disabling Spell Correction for Searches
  • The Search Thesaurus
    • About the Thesaurus File
    • Creating and Implementing the Synonym List for the Thesaurus
    • Enabling the Search Thesaurus
    • Reverting to the Default Thesaurus Mappings
  • Customizing Categorization of Search Results
• About Grid Search
  • About Checkpoints
  • About Search Cluster Topology
  • About Search Logs
  • About the Command Line Admin Utility
    • Requesting Search Cluster Status
    • Requesting Search Cluster Status for a Particular Node
    • Changing the Run Level of the Cluster
    • Initiating a Cluster Checkpoint
    • Reloading from a Checkpoint
    • Changing Cluster Topology
    • Aborting a Checkpoint or Reconfiguration Operation
  • Purging and Rebuilding the Search Collection
    • Purging the Search Collection
    • Rebuilding the Search Collection
    • Rebuilding the Oracle WebCenter Collaboration Search Collection
• About the Search Update Job
  • How the Search Index is Updated
• About Providing Search Access to External Repositories with Federated Searches
  • Search Web Services
  • Portal-to-Portal Searches
  • Building a Composite Portal with Federated Searches
  • Allowing Other Portals to Search Your Portal
  • Providing Search Access to External Repositories with Outgoing Federated Searches
  • Example of Impersonating Serving Portal Users
    • Configuring the Serving Portal
    • Configuring the Requesting Portal
• Working with Search Web Services
  • Creating or Editing a Search Web Service
  • Deleting a Search Web Service
  • Sending General Settings from a Search Web Service to Associated Federated Searches

11 Automating Administrative Tasks

• About Jobs
• About Portal Agents
• About Running Scripts Through the Portal with External Operations
  • External Operations Created Upon Installation
• Working with External Operations
  • Creating or Editing External Operations
  • Deleting an External Operation
• Working with Automation Services and Jobs
  • Starting the Oracle WCI Automation Service
  • Registering Automation Services
  • Registering Job Folders with Automation Services
  • Creating or Editing a Job
  • Deleting a Job
  • Adding Operations to a Job
  • Scheduling a Job to Run
  • Setting a Timeout Period for a Job
  • Setting a Job to Ignore Errors
  • Setting the Logging Level for a Job
  • Saving Job Checkpoints
  • Viewing Job Status and Job Logs
    • Job History Information
  • Deleting Job Histories
  • Aborting In-Process Jobs

12 Migrating, Backing-Up, and Restoring Your Portal

• About Object Migration
• Migrating Objects
  • Requesting That an Object Be Migrated
  • Approving Objects for Migration
    • Approving an Object for Migration
    • Approving Objects for Migration Through the Administrative Utility
  • Creating a Migration Package in the Portal
    • Specifying a Name, Description, and Contact for a Migration Package
    • Selecting Objects to Export in a Migration Package
    • Adding Resources from Another Migration Package
  • Creating a Migration Package Using the Command Line Tool
  • Importing Objects in the Portal
    • Specifying the Location and Import Settings for the Migration Package
    • Selecting Objects to Import from a Migration Package
    • Resolving Import Dependencies
  • Importing Objects Using a Command Line Tool
• Backing Up the Portal
• Restoring the Portal
• Rebuilding the Search Collection

A Configuring Portal Settings

• Oracle WebCenter Configuration Manager
  • Activity Service Settings
  • Automation Service Settings
  • Content Upload Service Settings
  • Document Repository Settings
  • LDAP IDS Service Settings
  • Portal Service Settings
  • RSS Reader Settings
  • Search Admin UI Service Settings
  • Search Server Settings
  • Search Service Settings
  • Tagging Service Settings
  • UCM Content Service Settings
  • WCI API Service Settings
  • WCI Directory Settings
  • WCI Notification Service Settings
• Configuring Portal Settings Using the Portal Utility
  • Configuring Password Management
• Updating the Image Service Location
• Modifying the portalconfig.xml File
  • URLMapping
  • PersonalSettings
  • CachedSettings
  • Authentication
  • Security
  • Documents
  • Crawlers
  • Search
  • Style
  • Communities
  • Administration
  • Invitations
  • Gateway
  • Navigation
• Customizing the Tokens in Friendly URLs
  • Disabling Friendly URLs
  • Friendly Gateway URLs
• About Fine-Tuning the Search Service Configuration
  • Default Search Service Parameters
  • Optional Search Service Parameters

B Logging Features

• About the Logging Features
• Logging Levels
• Logging Spy
• Logger
  • Configuring Logger (ptLogger.xml)
  • Starting Logger
• Console Logger
  • Starting Console Logger
• Logging FAQ
  • Logging Spy
  • Logger

C Using the Counter Monitoring System

• About Counter Monitoring
• Key Performance Counters
• Using Windows Perfmon to View Counter Data

D Localizing Your Portal

• Localizing Object Names and Descriptions
  • Localizing the Name and Description for an Object
  • Localizing All Object Names and Descriptions
• Localization Manager XML
• About the Locale Map
• About Search Service Internationalization Support
  • Crawling International Document Repositories
  • Submitting International Documents to the Knowledge Directory

E Deploying Single Sign-On

• About SSO
• Configuring an SS0 Authentication Provider for Use with the Portal
  • Configuring Oracle Single Sign-On
  • Configuring the Windows Integrated Authentication Service
  • Configuring Netegrity SiteMinder
    • Configuring Netegrity SiteMinder Policy Server
    • Configuring Netegrity SiteMinder Web Agent 4.6 or 5.5
    • Configuring Netegrity SiteMinder Web Agent 5.5 SP3 or 6.0 on Windows
    • Configuring Netegrity SiteMinder Web Agent 5.5 SP3 or 6.0 on UNIX or Linux
  • Configuring an Oblix Authentication Provider
    • Configuring Oblix Access Server for a Portal Running on Tomcat
    • Configuring Oblix Access Server for a Portal Running on IIS
    • Configuring Oblix WebGate for Apache
    • Configuring Oblix WebGate to Work with Remote Servers
  • Integrating With Other Authentication Providers
• Configuring the Portal for SSO
  • Modifying the Portal Configuration for BasicSSO
    • Configuring portalconfig.xml
  • Configuring Integration with WIA
    • Configuring portalconfig.xml
  • Modifying the Portal Configuration for Integration with Netegrity Authentication Servers
  • Modifying the Portal Configuration for Integration with Oblix Authentication Servers
  • Modifying the Portal Configuration for CustomSSO Service
• Common SSO Questions
  • Why Doesn't SSO Work for a Particular User?
  • Why Isn't the SSO Cookie Forwarded to Remote Servers or Portlets?
  • Does the Portal with SSO Support Guest User Sessions?
  • How Can I Change Login Credentials From an SSO Session?
  • Why Can't I Access the Portal Through SSOLogin.aspx or the SSOServlet?
  • Why Do Users Get JavaScript Errors and Portal Menus Fail to Load if I Configure the SSO Authentication Server to Protect the Image Service Virtual Directory?
  • How Can I Debug My SSO Deployment?
  • How Do I Configure Reverse Proxy with My SSO Deployment Using Oblix Netpoint Access Server (versions 6.1.1 or 6.5) with an Apache WebGate?
  • How Do I Configure Reverse Proxy with My SSO Deployment Using Apache HTTP Server?
  • How Do I Configure Reverse Proxy with My SSO Deployment Using a Java Application Server?

F Default Behavior of Search Service

• About the Different Types of Search
• Elements of Search Syntax
  • About Operator Modes
    • Bag of Words Mode
    • Query Operators Mode
    • Internet Style Mode
    • Search String Operators
  • Precedence and Parentheses
  • Punctuation
  • Case Sensitivity
  • Stemming
  • Wildcards
  • Quoted Phrases
  • Thesaurus Expansion
  • How Language Settings Apply to Search
    • Search Service Language Support
• Using Text Search Rules
• Search Examples
• How Search Results Are Ranked
  • How Term Frequency Factors in Relevance
  • About Metadata (Field) Weighting
  • How Phrases and Proximity Factor in Relevance
• About Banner Search Behavior
• About Advanced Search Behavior

G Oracle WebCenter Console for Microsoft SharePoint

• Representing Microsoft SharePoint Items in the Portal
  • Microsoft SharePoint Site Structure and Portal Knowledge Directory Folders
  • Microsoft SharePoint Items and Portal Documents
• Accessing Microsoft SharePoint Items and the Console for SharePoint Community
  • Console for SharePoint Community
  • SharePoint Search Portlet
    • Opening Microsoft SharePoint Items Through the Portlet
    • Most Recently Used SharePoint Items Portlet (MRU)
• Opening Microsoft SharePoint Documents
• Customizing Oracle WebCenter Console for Microsoft SharePoint Portlets