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Oracle® Fusion Middleware Administrator's Guide for Oracle WebCenter Interaction
10
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Release 4 (10.3.3.0.0)
Part Number E14107-04
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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