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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New?
New and Changed Features for 11
g
Release 1 (11.1.1.8.0)
Who's Who
Knowledge Worker
Application Specialist
Web Developer
Developer
System Administrator
Part I Getting Started
1
Introduction to WebCenter Portal
1.1
About This Guide
1.2
WebCenter Portal Concepts
1.2.1
What is a Portal?
1.2.2
What is the Home Portal?
1.2.3
What Are Pages?
1.2.4
What Are Portal Components?
1.2.5
What Are Portal Tools and Services?
1.3
Basic WebCenter Portal Tasks
1.3.1
Getting Started
1.3.2
Connecting and Collaborating with Other Users
1.3.3
Working with Documents
1.3.4
Staying Informed
1.3.5
Staying Organized
2
Exploring WebCenter Portal
2.1
Registering Yourself with WebCenter Portal
2.2
Working in the Home Portal
2.2.1
Accessing the Home Portal
2.2.2
Pages in the Home Portal
2.2.3
What You Can Do In the Home Portal
2.3
Searching WebCenter Portal
2.4
Saving Favorite Web Pages
2.5
Setting Preferences
2.6
Accessing WebCenter Portal Online Help
3
Setting Your Personal Preferences
3.1
Accessing the Preferences Page
3.2
Choosing Your Preferred Display Language
3.3
Setting Date and Time Preferences
3.4
Setting Your Accessibility Options
3.4.1
About Application Accessibility Options
3.4.2
Applying Accessibility Options
3.5
Changing the Look and Feel of Your View
3.6
Changing Your Application Password
3.7
Providing Login Information for External Applications
4
Managing Your Profile
4.1
About Profiles
4.2
Viewing a Profile
4.2.1
Profile Popup
4.2.2
Profile Page
4.2.3
Organization View
4.2.4
Profile
4.2.5
Profile Gallery
4.2.6
Profile Snapshot
4.3
Editing Your Profile
4.3.1
Uploading and Updating a Personal Profile Picture
4.4
Setting Profile Preferences
5
Creating and Managing Personal Pages
5.1
About Creating and Managing Personal Pages
5.2
Showing or Hiding Pages in Your View of the Home Portal
5.3
Rearranging Page Order in the Home Portal
5.4
Opening a Page in the Home Portal
5.5
Customizing Your View of a Page in the Home Portal
5.5.1
About User Customizations on a Page
5.5.2
Performing User Customizations on Your Page View
5.6
Removing All of Your User Customizations from a Personal Page
5.7
Creating a Personal Page in the Home Portal
5.7.1
Setting Page Creation Defaults for Personal Pages
5.7.2
Creating a Personal Page
5.8
Managing Your Personal Pages
5.9
Editing a Personal Page
5.10
Copying a Personal Page
5.11
Renaming a Personal Page
5.12
Controlling User Access to Your Personal Pages
5.12.1
Granting User Access to Your Personal Pages
5.12.2
Revoking User Access to Your Personal Pages
5.13
Deleting a Personal Page
5.14
Sending Mail with a Link to a Personal Page
5.15
Viewing Information About a Personal Page
6
Searching for Information
6.1
About Searching in WebCenter Portal
6.1.1
Running Various Search Environments
6.2
Searching with Oracle SES 11.2.2.2
6.2.1
Running a Global Search
6.2.2
Running Faceted Searches to Narrow Results
6.2.3
Running Filtered Searches to Narrow Results
6.2.4
Running Sorted Searches to Narrow Results
6.3
Searching with Oracle SES 11.1.2.*
6.3.1
Running a Global Search
6.3.2
Using Refiners to Narrow Search Results
6.3.3
Saving Searches
6.3.4
Setting Individual Preferences for Search Results
6.4
Limitations with Search
7
Exploring Portals
7.1
About Portals
7.2
What Does a Portal Look Like?
7.3
Interacting with Portals Before Logging In (Public User)
7.4
Viewing and Accessing Available Portals
7.5
Sending Mail to Portal Members or Moderators
7.6
Viewing Information About a Portal
7.7
Viewing Portals Similar to the Current Portal
7.8
Publishing the Link to a Portal
7.9
Searching for a Portal
7.10
Joining a Portal
7.10.1
Joining a Portal (Registered WebCenter Portal User)
7.10.2
Joining a Portal (Unregistered WebCenter Portal User)
7.11
Searching in a Portal
7.12
Working with Pages in a Portal
7.12.1
Showing or Hiding Pages in Your View of a Portal
7.12.2
Opening a Page in a Portal
7.12.3
Customizing Your View of a Page in a Portal
7.12.4
Removing All of Your User Customizations from a Page in a Portal
7.12.5
Exposing a Portal Page in Your View of the Home Portal
7.12.6
Sending Mail with a Link to a Page in a Portal
7.12.7
Creating, Editing, and Managing a Page in a Portal
7.13
Changing Your Role in a Portal
7.14
Cancelling Your Portal Membership
8
Using WebCenter Portal Impersonation
8.1
About WebCenter Portal Impersonation
8.2
Allowing an Impersonation Session
8.3
Initiating an Impersonation Session
8.3.1
Initiating an Impersonation Session Using the Impersonation Preferences Screen
8.3.2
Initiating an Impersonation Session Using a Hot Key
8.4
Troubleshooting
8.4.1
Clicking Switch User Produces an Error
8.4.2
Clicking Stop Impersonation Produces an Error
Part II Connecting and Collaborating with Other Users
9
Managing Your Contacts
9.1
About Connections
9.2
Setting Connections Preferences
9.3
Viewing Another User's Profile
9.4
Viewing Connections
9.4.1
Viewing Your Connections
9.4.2
Searching Through Your Connections
9.5
Adding Contacts
9.5.1
Inviting Others to Connect
9.5.2
Viewing Invitations to Connect
9.5.3
Responding to Invitations to Be a Connection
9.6
Removing Contacts
9.7
Creating and Managing Groups of Contacts
9.7.1
Creating a Connections List
9.7.2
Adding a Connection to a List
9.7.3
Removing a Connection from a List
9.7.4
Deleting a Connections List
10
Using Instant Messaging and Presence Viewer
10.1
About Instant Messaging and Presence
10.2
Identifying Your Preferred Instant Messaging Provider
10.3
Configuring Network Presence
10.4
Working with IMP Features
10.4.1
Viewing the Status of Other Users
10.4.2
Sending a Mail Message from the Presence Icon Menu
10.4.3
Sending an Instant Message from the Presence Icon Menu
11
Sending and Viewing Mail
11.1
About the Send Mail Feature
11.1.1
Configuring the Send Mail Feature
11.2
About Mail in WebCenter Portal
11.3
Selecting Your Preferred Mail Connection
11.4
Working with Mail
11.4.1
Logging in to Mail
11.4.2
Personalizing Your View of Mail
11.4.3
Opening Mail Messages
11.4.4
Downloading Mail Attachments
11.4.5
Composing and Sending Mail Messages
11.4.6
Sending Mail with Attachments
11.4.7
Removing Attachments from the Add Attachment Window
11.4.8
Replying To and Forwarding Mail
11.4.9
Refreshing Mail
11.4.10
Deleting Mail
12
Working with Feedback and the Message Board
12.1
About Feedback
12.2
Setting Feedback Preferences
12.3
Viewing Feedback
12.3.1
Viewing Feedback You Have Posted or Received
12.3.2
Sorting and Filtering Feedback Posts
12.3.3
Hiding Feedback in Your Own View
12.3.4
Showing Hidden Feedback
12.3.5
Marking Feedback Received as Private
12.4
Posting Feedback
12.5
Deleting Feedback
12.6
About Messages
12.7
Setting Message Preferences
12.8
Viewing Messages
12.8.1
Viewing Messages Others Have Left for You
12.8.2
Viewing Messages Others Have Received
12.8.3
Viewing Messages Sent to a Selected Portal
12.8.4
Sorting and Filtering Message Board Messages
12.8.5
Hiding Messages in Your View of Message Board
12.8.6
Showing Hidden Messages
12.9
Posting Messages
12.9.1
Posting a Message Through Message Board
12.9.2
Posting a Private Message
12.9.3
Sharing a Private Message
12.10
Editing Messages
12.11
Deleting Messages
12.12
Enabling Other Users to Post Feedback and Messages for You
13
Liking, Commenting On, and Sharing Items in WebCenter Portal
13.1
About Liking Items in WebCenter Portal
13.2
Liking Items
13.3
About Commenting on Items in WebCenter Portal
13.4
Commenting on Items
13.5
About Sharing Items in WebCenter Portal
13.6
Sharing Streamed Items with a Wider Audience
13.6.1
Reposting Streamed Items
13.6.2
Emailing Streamed Items
13.7
Sharing Messages, Files, and URLs
13.7.1
About Publisher
13.7.2
Publishing a Message
13.7.3
Sharing Files Through Publisher
13.7.4
Sharing Links Through Publisher
13.7.5
Deleting a Published Message
14
Viewing and Participating in Discussions
14.1
About Discussions
14.2
Working with Discussions
14.2.1
Creating and Managing Forum Topics and Replies
14.2.2
Watching Forums and Topics
14.2.3
Showing and Hiding Additional Discussion Forum Information
14.2.4
Sending Mail from Discussion Topics
15
Working with Wikis
15.1
About Wikis
15.2
Creating a Wiki
15.2.1
Creating a Wiki Document Using the New Wiki Document Action
15.2.2
Creating a Wiki Using the Wiki Page Style
15.2.3
Creating a Wiki Document Within a Wiki Page
15.3
Editing a Wiki
15.4
Exposing an Existing Wiki Document in the Portal Navigation
15.4.1
Exposing an Existing Wiki Document as a Wiki Page
15.4.2
Exposing an Existing Wiki Document Using Content Presenter
15.5
Managing Wiki Documents
16
Working with Blogs
16.1
About Blogs
16.2
Understanding the Blog Page Style
16.3
Creating a Blog Using the Blog Page Style
16.4
Subscribing to a Blog
16.5
Working with Blog Posts
16.5.1
About Blog Posts
16.5.2
Creating a Blog Post
16.5.3
Viewing a Blog Post
16.5.4
Editing a Blog Post
16.5.5
Deleting a Blog Post
16.5.6
Managing Blog Posts
Part III Working with Documents
17
Creating and Managing Documents
17.1
About Creating and Managing Documents in WebCenter Portal
17.1.1
About the Document Explorer
17.1.2
About the Document Manager
17.1.3
About the Folder Viewer
17.1.4
About the Document Viewer
17.2
Actions for Working with Folders and Files
17.2.1
Folder and File Actions in List Viewers
17.2.2
Folder and File Actions in the Document Viewer
17.3
Personalizing Your View of Documents
17.3.1
Hiding and Showing Columns
17.3.2
Reordering Columns
17.3.3
Sorting Files and Folders
17.4
Creating a Folder
17.5
Creating a File
17.5.1
Uploading Files
17.5.2
Creating a Wiki Document
17.6
Opening a Folder or File
17.6.1
Opening a Folder
17.6.2
Opening a File
17.6.3
Opening or Saving PDF Files
17.7
Using the Rich Text Editor (RTE)
17.7.1
About the Rich Text Editor Tabbed Panes
17.7.2
About the Rich Text Editor Toolbar
17.7.3
Working with Tables in the Rich Text Editor
17.7.4
Using the Keyboard in the Rich Text Editor
17.8
Editing or Updating a File
17.8.1
Checking a File Out
17.8.2
Cancelling a Checked Out Status
17.8.3
Downloading a File
17.8.4
Editing Files In-Place
17.8.5
Uploading a New Version of an Existing File
17.9
Renaming a Folder or File
17.9.1
Renaming a Folder or File Using a Menu
17.9.2
Renaming a File and Revising Its Description Through Properties
17.10
Copying and Pasting Folders and Files
17.11
Moving Folders and Files
17.12
Deleting Folders and Files
17.13
Refreshing Folder Contents
17.14
Hiding and Showing Folders
17.15
Managing Tags on Files
17.16
Viewing and Deleting File Version History
17.17
Working with Folder and File Properties
17.17.1
Working with Folder Properties
17.17.2
Working with File Properties
17.18
Managing Document Links
17.19
Viewing Document Recommendations
17.20
Opening or Saving PDF Files
17.21
Sharing the URL for a Folder or File
17.21.1
Retrieving the URL for a Folder or File
17.21.2
Mailing the URL for a Folder or File
17.21.3
Publishing the URL for a File to Activity Streams
17.22
Setting Security Options on a Folder or File
17.23
Subscribing to a File
17.24
Liking a File
17.25
Adding a Folder or File to Your Favorites
17.26
Searching for Documents
17.26.1
Running a Basic Document Search
17.26.2
Running an Advanced Document Search
17.27
Working with Workflow-Enabled Content
18
Collaborating on Documents
18.1
Collaborating on Documents Using the Documents Page and Documents Viewers
18.2
Collaborating on Documents through Workflows
18.3
Collaborating on Documents Using Oracle AutoVue
19
Working with Microsoft Office and Explorer Integration
19.1
About Microsoft Office and Explorer Integration
19.1.1
Understanding Microsoft Office Word, PowerPoint, and Excel Integration
19.1.2
Understanding Microsoft Windows Explorer Integration
19.2
Configuring Microsoft Office Integration with WebCenter Portal
19.3
Working with Microsoft Word, PowerPoint, and Excel Integration
19.3.1
Creating a Portal from a Microsoft Office Document
19.3.2
Opening and Editing a File
19.3.3
Displaying and Hiding the Microsoft Office Task Pane
19.3.4
Working with the Microsoft Office Task Pane
19.3.5
Closing a File
19.4
Working with Microsoft Windows Explorer Integration
19.4.1
Adding a Portal as a Network Place
19.4.2
Working with Files Using Windows Explorer
Part IV Staying Informed
20
Getting Notified When Things Change
20.1
About Subscriptions and Notifications
20.2
Establishing and Managing Your Messaging Channels and Filters
20.2.1
Accessing Messaging Configuration Settings
20.2.2
Establishing a Messaging Channel
20.2.3
Editing a Messaging Channel
20.2.4
Deleting a Messaging Channel
20.2.5
Creating and Applying Messaging Filters
20.2.6
Editing Messaging Filters
20.2.7
Deleting Messaging Filters
20.3
Subscribing to the Application, to Portals, and to Objects
20.3.1
Setting Application-Level Subscriptions
20.3.2
Setting Portal-Level Subscriptions
20.3.3
Setting Object-Level Subscriptions
20.4
Viewing and Cancelling Your Subscriptions
20.4.1
Viewing and Cancelling Application-Level Subscriptions
20.4.2
Viewing and Cancelling Portal- and Object-Level Subscriptions
21
Exploring Recommendations and Content
21.1
About Recommendations and Content
21.2
Working with Connection Recommendations
21.2.1
Learning More About a Recommended Connection
21.2.2
Inviting a Recommended Connection to Connect with You
21.2.3
Removing a User from Your Recommended Connections
21.2.4
Setting the Number of Users to Display in Recommended Connections
21.2.5
Controlling Which Users to Include in Recommended Connections
21.3
Working with Similar Portals
21.3.1
Learning More About a Suggested Portal
21.3.2
Joining a Suggested Portal
21.3.3
Removing a Portal from the Suggested Portals
21.3.4
Setting the Number of Portals to Display in the Similar Portals
21.3.5
Controlling Which Portals to Include in the Similar Portals
21.4
Working with Similar Items
21.4.1
Populating the Similar Items
21.4.2
Viewing a Suggested Item
21.4.3
Removing an Item from Similar Items
21.4.4
Setting the Number of Items to Display in the Similar Items
21.4.5
Controlling Which Items to Include in Similar Items
21.5
Working with Top Items
21.5.1
Setting the Number of Items to Display in the Top Items
21.5.2
Controlling Which Items to Include in Top Items
21.6
Working with Top Contributions
21.6.1
Setting the Number of Users to Display in Top Contributions
21.6.2
Controlling Which Items to Include in Top Contributions
22
Tracking Portal Activities
22.1
Comparison of Activity Stream and Recent Activities
22.2
About the Activity Stream
22.3
Setting Activity Stream Preferences
22.4
Working with the Activity Stream
22.4.1
Selecting the People to Stream in an Activity Stream Instance
22.4.2
Selecting the Portals to Stream in an Activity Stream Viewer
22.4.3
Selecting the Categories to Stream in an Activity Stream Viewer
22.4.4
Hiding and Showing the Activities of a Selected User
22.4.5
Hiding and Showing the Activities of a Selected Portal
22.4.6
Liking and Commenting On Activity Stream Items
22.4.7
Sharing Files and other Objects Through an Activity Stream Item
22.5
About Recent Activities
22.6
Working with Recent Activities
22.6.1
Personalizing the Recent Activities Viewer
22.6.2
Accessing Recently Acted-On Items
22.6.3
Refreshing the Recent Activities Viewer
23
Working with Announcements
23.1
About Announcements
23.2
Working with Announcements
23.2.1
Working with Announcements
23.2.2
Working with the Announcements - Quick View
23.2.3
Sending Mail from an Announcement
23.2.4
Linking Announcements
23.2.5
Subscribing to Announcements Using RSS
24
Working with Polls
24.1
Taking Polls
24.2
Viewing Poll Results
25
Monitoring RSS Feeds
25.1
About RSS
25.1.1
RSS Icon
25.1.2
RSS Manager
25.1.3
RSS View
25.2
Obtaining Tool News Feeds
25.2.1
Obtaining the Recent Activities News Feed
25.2.2
Obtaining the Discussion Forums News Feed
25.2.3
Obtaining List News Feeds
25.2.4
Obtaining the Announcements News Feed
25.3
Refreshing RSS
25.4
Removing RSS Feeds
26
Exploring Your Worklists
26.1
About Worklists
26.2
Working with Worklists
26.2.1
Viewing and Responding to Worklist Items
26.2.2
Arranging Your Display of Worklist Items
26.2.3
Refreshing Worklists
Part V Staying Organized
27
Managing Your Favorites
27.1
About Favorites
27.2
Accessing Your Favorites
27.3
Adding Favorites
27.4
Adding Favorites Folders
27.5
Managing Favorites in Preferences
27.5.1
Adding a Favorite Using the Manage Favorites Page
27.5.2
Adding a Favorites Folder Using the Manage Favorites Page
27.5.3
Editing Favorites and Favorites Folders
27.5.4
Rearranging Favorites and Favorites Folders
27.5.5
Searching for Favorites
27.5.6
Deleting Favorites and Favorites Folders
28
Working with Calendars and Events
28.1
About Events
28.1.1
Calendar Overlaying
28.1.2
Where to View Events
28.1.3
Integration with Other Features
28.2
Working with Events
28.2.1
Accessing Your Personal Events
28.2.2
Viewing Events
28.2.3
Scheduling Events
28.2.4
Revising Scheduled Events
28.2.5
Cancelling Scheduled Events
28.2.6
Displaying Multiple Calendars Together
28.2.7
Subscribing to Events
29
Managing Your Notes
29.1
About Notes
29.2
Working with Notes
29.2.1
Creating a Note
29.2.2
Filtering and Clearing Filters Notes
29.2.3
Editing Note Details
29.2.4
Refreshing Your View of Notes
29.2.5
Deleting Notes
29.2.6
Linking Notes
30
Working with Lists
30.1
About Lists
30.2
Working with Lists Features
30.2.1
Viewing Lists
30.2.2
Creating and Managing Lists
30.2.3
Adding and Managing List Data
30.2.4
Customizing Lists
30.2.5
Sending a Link to a List to Other Users
30.2.6
Exporting a List and Importing a List from an Excel Spreadsheet
31
Linking Information in WebCenter Portal
31.1
About Links
31.2
Working with Links Features
31.2.1
Linking to Existing Assets
31.2.2
Linking to New Assets
31.2.3
Accessing Link Targets
31.2.4
Deleting a Link
31.2.5
Linking in the Rich Text Editor
32
Using Tags and Bookmarks
32.1
About Tags
32.1.1
Understanding Tags
32.1.2
Understanding the Tag Center
32.2
Working with Tags
32.2.1
Tagging Application Pages
32.2.2
Tagging Application Documents
32.2.3
Working with Tags and Tagged Items in the Tags View
32.2.4
Viewing Tags and Tagged Items in Search Results
32.2.5
Working with Tags and Tagged Items in the Tag Center
32.2.6
Understanding the Tag Cloud and the Tag Selection Views
32.2.7
Understanding the Similarly Tagged Items View
Glossary
Scripting on this page enhances content navigation, but does not change the content in any way.