Oracle Cloud Learning Center

 

These topics introduce the Outlook add-in for Oracle Social Network and describe how to use it:

Outlook Basics

This section introduces the Outlook add-in and offers some basic information about it. It includes the following subsections:

What is the Oracle Social Network Add-In for Microsoft® Outlook®?

The add-in makes Oracle Social Network features available in Microsoft Outlook. It lets you use Oracle Social Network Conversations, collections, documents, follow-ups, Social Objects, and other features directly in Outlook. The add-in is also the accessible option for Oracle Social Network.

For more information, see:

What versions of Outlook does the add-in support?

The add-in supports Microsoft Outlook versions 2007 and 2010 (both 32 and 64 bit).

How do I download and install the Outlook add-in?

  1. Close Microsoft Outlook.

  2. Log in to your browser instance of Oracle Social Network.

  3. From the Actions menu at the top of the page, select Downloads to navigate to the Downloads page.

  4. Click the link to the Outlook add-in download.

    Download Oracle Social Network Add-in for Microsoft® Outlook®
    
  5. Click the link for downloading the add-in.

  6. After you download the add-in, double-click it to launch the installer.

    The installer determines automatically whether to install the 32- or 64-bit version.

  7. Follow the prompts to complete the installation.

  8. Start your Outlook application.

How do I log in to the Outlook add-in?

  1. In the Login dialog, go to the User Name field and enter your Oracle Social Network user name.

  2. In the Password field, enter your Oracle Social Network password.

  3. To log in automatically in future sessions, select Remember password.

  4. If necessary, in the Server field, enter the path to your Oracle Social Network account.

  5. Click Sign In to complete your log in.

You can pre-configure one or more Oracle Social Network accounts and easily switch between them. For more information, see:

What keyboard shortcuts can I use to navigate in the Outlook add-in?

  • Ctrl+Alt+Shift+T—Toggle the add-in panel between open and closed

  • Ctrl+Alt+Shift+O—Switch keyboard focus from Outlook to the add-in panel

  • Up Arrow/Down Arrow—Move around within a section

  • Tab—Move down from section to section

  • Shift+Tab—Move up from section to section

  • Ctrl+Tab—Move out of any HTML message area to other controls

  • Select item+Spacebar or select item+Shift+F10—Opens the Options menu on any item, including messages, follow-ups, banners—wherever there is an Options menu

    Use your keyboard's Up and Down Arrow keys to navigate menu options.

Note: You can navigate tab bars using your keyboard's left and right arrow keys. For example, you can use your keyboards arrow keys to navigate the tab bar in a Conversation.

A Conversation tab bar

Note, however, if you navigate left from the first tab or right from the last, the tab bar loses focus, and you must use your keyboard's Tab (forward) or Shift+Tab (backward) keys to return focus to it.

What keyboard shortcuts can I use in Conversations and walls?

  • Select Conversation+Enter—Opens a detailed view of the selected Conversation

  • Ctrl+Alt+Shift+V—Backs out of a Conversation or wall's detailed view to the list view

    For example, this shortcut backs out of a Conversation and to the list of Conversations; out of a group wall and to the list of groups; out of a collection and to the list of collections; and so on.

  • Select message+Enter—Opens a dialog for viewing and editing messages you post

  • Ctrl+Tab—Move from area to area in the Edit Entry dialog

Note: You can navigate tab bars using your keyboard's left and right arrow keys. For example, you can use your keyboards arrow keys to navigate the tab bar in a Conversation.

A Conversation tab bar

Note, however, if you navigate left from the first tab or right from the last, the tab bar loses focus, and you must use your keyboard's Tab (forward) or Shift+Tab (backward) keys to return focus to it.

Where can I see the latest messages?

The Recent Activity panel shows latest messages posted to Conversations you're a member of and public Conversations you've joined. The icon for navigating to the Recent Activity panel appears on the navigation bar.

Recent Activity icon on the navigation bar

A red dot appears on the icon when you have unread messages on the list.

Unread recent activity items icon

How do I view the details of a recent message?

  1. On the navigation bar, click the Recent Activity icon.

    Recent Activity icon on the navigation bar
  2. Move your mouse pointer over a message in the list to view its details in a tooltip.

    If you posted the message, press Enter to open the message in an editor. If the message was posted by someone else, press Enter to open the message in the View Message dialog.

How do I navigate from a message to its Conversation?

When you view messages somewhere other than in a Conversation, for example, when you view messages in the Recent Activity panel, each message includes a link to its home Conversation. Click that link to navigate to the Conversation where the message is posted. Or, double-click the message; this will also take you to the Conversation.

Additionally, there is a Go To Item option on each message's Options menu. Selecting this also takes you to the Conversation or wall where the message is posted.

How do I disable the Outlook add-in for Outlook 2007?

The Oracle Social Network add-in for Microsoft Outlook is like any other Outlook add-in. The steps you take to disable it are the same for all add-ins.

  1. From the Tools menu, select Trust Center to open the Trust Center dialog.

  2. Click Add-ins to show the list of Outlook add-ins.

  3. Verify that Oracle Social Network Add-In for Outlook is included in the list.

  4. At the bottom of the dialog, ensure that COM Add-ins is selected next to Manage.

  5. Clear the check box Apply macro security settings to installed add-ins

  6. Click Go to open the COM Add-Ins dialog.

  7. Clear the check box next to Oracle Social Network Add-In for Outlook.

  8. Click OK.

How do I disable the Outlook add-in for Outlook 2010?

The Oracle Social Network add-in for Microsoft Outlook is like any other Outlook add-in. The steps you take to disable it are the same for all add-ins.

  1. From the File menu, select Options and then Add-Ins to open the Trust Center dialog with Add-Ins selected.

  2. Verify that Oracle Social Network Add-In for Outlook is on the list of add-ins.

  3. At the bottom of the dialog, ensure that COM Add-ins is selected next to Manage.

  4. Clear the check box, Apply macro security settings to installed add-ins.

  5. Click Go to open the COM Add-Ins dialog.

  6. Clear the check box next to Oracle Social Network Add-In for Outlook.

  7. Click OK.

How do I enable the add-in for Outlook 2007 once I've disabled it?

The Oracle Social Network add-in for Microsoft Outlook is like any other Outlook add-in. The steps you take to enable it are the same for all add-ins.

  1. First check whether Outlook has added the add-in to their Disabled Items list:

    1. On the Help menu, select Disabled Items to open the Disabled Items dialog.

    2. If the add-in is listed in the dialog, go to step c. Otherwise, go to step 2.

    3. Select Oracle Social Network Add-In for Outlook, and click Enable.

  2. From the Tools menu, select Trust Center to open the Trust Center dialog.

  3. Click Add-ins to show your current list of Outlook add-ins.

  4. Verify that Oracle Social Network Add-In for Outlook is included on the list.

  5. Next to Manage, select COM Add-ins.

  6. Clear the check box Apply macro security settings to installed add-ins.

  7. Click Go to open the COM Add-Ins dialog.

  8. In the dialog, select the check box Oracle Social Network Add-In for Outlook.

  9. Click OK.

How do I enable the add-in for Outlook 2010 once I've disabled it?

The Oracle Social Network add-in for Microsoft Outlook is like any other Outlook add-in. The steps you take to enable it are the same for all add-ins.

  1. First check whether Outlook as added the add-in to their Disabled Items list:

    1. On the Help menu, select Disabled Items to open the Disabled Items dialog.

    2. If the add-in is listed, go to step c. Otherwise, go to step 2.

    3. Select Oracle Social Network Add-In for Outlook, and click Enable.

  2. From the File menu, select Options then Add-Ins to open the Trust Center dialog.

  3. Verify that Oracle Social Network Add-In for Outlook is included on the list.

  4. Next to Manage, select COM Add-ins.

  5. Clear the Apply macro security settings to installed add-ins check box.

  6. Click Go to open the COM Add-Ins dialog.

  7. In the dialog, select the check box Oracle Social Network Add-In for Outlook.

  8. Click OK.

Outlook Settings

This section describes how to adjust your personal settings for the Outlook add-in. It includes the following subsections:

What are Oracle Social Network accounts?

When your company has multiple Oracle Social Network accounts, you can preset connection information to all of them. Switching between accounts is as simple as selecting an account from the Settings menu (see "How do I switch between Oracle Social Network accounts?").

How do I set up a new Oracle Social Network account?

  1. If necessary, click Show Panel in the Outlook toolbar to open the add-in panel.

  2. At the bottom of the panel, open Settings, Accounts, and then Manage Accounts.

  3. In the Manage Accounts dialog, click Accounts and select New Account.

  4. In the Account field, enter a label to appear on the Settings menu.

  5. In the User Name field, enter your Oracle Social Network user name.

  6. In the Password field, enter your Oracle Social Network password.

  7. Select the Remember password check box to save your login information and log in automatically the next time you open the add-in.

  8. In the Server field, enter the URL to the server that hosts the new Oracle Social Network account.

    Enter server name, port number, and instance. For example:

    osn.mycompany.com:443/prod
    

    If you don't provide a port number, a default value for the connection type is used.

  9. Click OK.

How do I switch between Oracle Social Network accounts?

In the Outlook add-in, open the Settings menu and select Accounts and then the account you want to use.

How do I ensure that the Outlook add-in is accessible?

Note: To ensure your screen reader delivers the entire message, be sure to set it to its most verbose level.

When the default setting Display Messages in Full View is enabled in the Outlook add-in, messages are not accessible. When the Outlook add-in is in compact view (the opposite of full view), you can access the full text of any message by navigating to the message, which automatically opens the full message in a tooltip. In compact view, you can also navigate to any message that you posted and press Enter to open the full message in an editor.

Note: One preference lets you turn off the display of tooltips in the Outlook add-in. If you use a screen reader, like JAWS, make sure tooltips are on. For information about the location of the tooltip setting, see "How do I turn message tooltips off or on?"

For more information, see:

Where in preferences can I disable full-view display?

  1. From the Settings menu, click Manage and then Edit Profile to open the User Profile dialog.

  2. Click Preferences to open the Preferences panel.

  3. Under Conversation View, clear the option Display messages in full view.

  4. Click OK.

    Messages are now shown in compact view (where no more than two lines of any message are shown), and the Outlook add-in is switched to accessibility mode.

Where on the Settings menu can I disable full-view display?

  1. Open the Settings menu at the bottom of the add-in panel.

  2. Select Manage and then Display Messages in Full View to disable this option.

    Messages are now shown in compact view (where no more than two lines of any message are shown), and the Outlook add-in is switched to accessibility mode.

How do I set my add-in preferences?

Use preferences to specify how to post messages and mark them as read, whether to allow descriptions when you upload files, whether to show all message content or an abbreviated version of it, and whether to hide or show message tooltips. There is also a preference setting for hiding all membership messages in all Conversations.

  1. From the Settings menu, select Manage and then Edit Profile to open the User Profile dialog.

  2. Click Preferences to open the Preferences panel.

  3. Select or clear options under Mark as Read.

  4. Select or clear options under Upload.

  5. Select or clear options under Conversation View.

  6. Click OK.

How do I specify how to mark messages as read?

Set your preferences as described in "How do I set my add-in preferences?" When you reach step 3, use the following information as your guide:

  • Mark items as read when viewed in a tooltip—When you view a message in a tooltip for the specified amount of time, it is marked as read.

    In Outlook, when you hover your mouse pointer over a message, a tooltip opens showing the full text of the message. If you specify that a view is 2 seconds, then after the tooltip is open for 2 seconds, the item is marked as read.

    Note: When Display messages in full view is selected, this setting affects only Recent Activity and Follow-Ups views.

  • Mark item as read when viewed for (seconds)—Specify in seconds the time you must view a tooltip before a message is marked as read.

  • Mark items as read when selection changes—A message is marked as read when you move from it to another item.

How do I enable or disable adding descriptions to document uploads?

Set your preferences as described in "How do I set my add-in preferences?" When you reach step 4, use the following information as your guide.

The option Enable descriptions for document uploads lets you enter a file description when you upload a file.

How can I specify how to post messages to Conversations and walls?

Set your preferences as described in "How do I set my add-in preferences?" When you reach step 4, use the following information as your guide.

  • Select Submit messages by pressing Enter to post messages by pressing the Enter key. With this choice, you can enter line breaks in your messages using Shift+Enter.

  • Clear Submit messages by pressing Enter to post messages by pressing the Post button. In this case, you can enter line breaks in your messages using the Enter key

How do I enable or disable displaying messages in full view?

Set your preferences as described in "How do I set my add-in preferences?" When you reach step 5, use the following information as your guide.

  • Select Display messages in full view to show the full text of all messages.

  • Clear Display messages in full view to show messages in compact view. In compact view, no more than two lines of text is shown with a given message.

Note: If you want messages to be accessible, do not enable this option. For more information, see "How do I ensure that the Outlook add-in is accessible?"

How do I turn message tooltips off or on?

Set your preferences as described in "How do I set my add-in preferences?" When you reach step 5, use the following information as your guide.

  • Select Hide Tooltips to prevent tooltips from appearing when you move your mouse pointer over a message and over icons and options in banners.

  • Clear Hide Tooltips to show tooltips when you move your mouse pointer over a message and over icons and options in banners.

Note: If you want messages to be accessible, do not select this option.

How do I hide all membership messages in all Conversations?

Set your preferences as described in "How do I set my add-in preferences?" When you reach step 5, use the following information as your guide.

  • Select Hide membership messages in Conversations by default to prevent membership messages, like This Conversation is now accessible to: Jane Doe, from showing in all Conversations.

    This option changes the behavior of all Conversations that have not already had their membership message setting specified. After you set this option in your preferences, you can override it on individual Conversations (see "How do I hide membership messages in a Conversation?").

  • Clear Hide membership messages in Conversations by default to allow membership messages to show in all Conversations. You can override this setting on individual Conversations (see "How do I hide membership messages in a Conversation?").

How do I set my notification options?

  1. From the Settings menu, select Manage and then Edit Profile to open the User Profile dialog.

  2. Click Notifications to open the Notifications panel.

  3. Set your notification options (see "What are my notification options?").

  4. Click OK.

What are my notification options?

  • Select Send me an email digest at the end of the day to get an email that summarizes your day's follow-ups, messages, and memberships.

  • Select Notify me by email when someone: to get an email when one or more of the following options is selected:

    • Assigns a follow-up to me—When someone flags you for follow-up

    • Posts on my wall—When someone posts a message to your profile wall

    • Posts to a One-on-One Conversation with me when I am offline—When someone adds a message to a One-on-One Conversation with you when you're offline

    • Adds me to a Conversation, collection, or other item—When someone adds you to Conversations, collections, or other items

  • Select Alert me to new messages in One-on-One Conversations to trigger three flashes in Outlook when someone posts a message to a One-on-One Conversation with you and the Outlook window is not in focus.

Likes & Favorites

This section provides information about how liking and favoriting work in Oracle Social Network. It includes the following subsections:

What happens when I like something?

Once you like something, a You like this link appears on the item. As likes accumulate, the link text changes to, for example, You and 1 person like this, You and 2 people like this, or 2 people like this, as the case may be. Click the link to open a dialog showing who has liked the item.

How do I like something in the Outlook add-in?

  1. Navigate to the item you want to like.

  2. Open its Options menu by right-clicking the item or clicking its Options menu icon.

    Options menu icon
  3. Select Like Message and then You like this.

    A check mark appears on the Options menu next to You like this. Additionally, a link appears on the item, for example, You like this, which you can click to see who has liked the item.

How can I see who likes something in the Outlook add-in?

Click the like-link text below the message—for example, You like this—to open the View Like dialog. The View Like dialog lists all of the people who like the message.

How do I unlike something in the Outlook add-in?

When you unlike something, the check mark that appears next to You like this is removed and the message's like count is reduced, or, if you were the only person to like the item, the like link is removed.

  1. Navigate to the item you want to unlike.

  2. Open its Options menu by right-clicking the item or clicking its Options menu icon.

    Options menu icon
  3. Select Like Message and then You like this.

How do I mark an item as a favorite?

Click the item's Mark as Favorite icon, or open its Options menu and select Mark as Favorite.

Mark as Favorite icon

How do I unmark a favorite?

Click the item's Un-mark as Favorite icon, or open its Options menu and select Mark as Favorite.

Un-mark as Favorite icon

How do I view all of my favorites?

On the navigation bar, click the View your favorite items icon.

Favorites icon on the navigation bar

Follow-Ups

This section describes follow-ups and how to use them. It includes the following subsections:

What are follow-ups?

Follow-ups provide a way to bring someone's attention to a Conversation message. When you assign follow-ups, the people you assign them to are flagged in the application, and, depending on their notifications settings, receive an email (see "How do I set my notification options?").

Follow-Ups icon

A red dot appears on the Follow-Ups icon when you have unread follow-ups.

Follow-Up icon indicating assigned follow-ups

To make sure follow-ups send the message look at this now! use them thoughtfully. A flood of follow-up emails all at once or all the time can reduce their impact.

How do I view all of my follow-ups?

  1. On the navigation bar, click the Follow-Ups icon.

    Follow-Ups icon on navigation bar

    Note the red dot on the Follow-Ups icon. It indicates that you have unread follow-ups assigned to you.

  2. From the Options menu on the Follow-Ups banner, select the type of follow-ups to show:

    Options menu icon
    • Follow-Ups Assigned to You

    • Follow-Ups Assigned by You

How can I tell when a follow-up is assigned to me?

One red follow-up icon is shown on the message. This table illustrates and describes the meanings of the follow-up icons.

Table 8-1 Follow-Up Icons and their Meanings

Icon Description

Follow-Up icon (one assignee, you)

One red flag indicates that a follow-up is assigned only to you.

Follow-Up icon (multiple assignees, including you)

Two flags, one red and one blue, indicate that a follow-up is assigned to you and others.

Follow-Up icon (one assignee, not you)

One blue flag indicates that a follow-up is assigned to one person other than you.

Follow-Up icon (multiple assignees, not you)

Two blue flags indicate that a follow-up is assigned to multiple people, not including you.


How do I assign a follow-up?

  1. Go to a message, and open the Follow-Up menu by clicking the Follow-Up icon.

    Follow-Up icon
  2. To assign a follow-up:

    • To yourself, select For Yourself and you're done.

    • To someone else, select For Others to open the Manage Follow-ups dialog.

  3. Select from a list of all members of the current Conversation:

    • Select a check box to choose a member.

    • Click Select All to assign the follow-up to all members.

  4. Select Notify me when a follow-up is cleared to give yourself a follow-up when others clear theirs.

  5. Click OK.

How do I clear a follow-up?

  1. On the navigation bar, click the Follow-Ups icon.

    Follow-Ups icon
  2. From the Options menu on the Follow-Ups banner, select the type of follow-ups to show.

    Options menu icon
    • Follow-Ups Assigned to You

    • Follow-Ups Assigned by You

  3. Go to the item, and click the Follow-Up flag to open the Follow-Up menu.

  4. To clear a follow-up:

    • Assigned to you, select For Yourself and you're done.

    • You assigned, select For Others to open the Manage Follow-ups dialog

  5. Clear a follow-up by clearing a check box.

  6. Once you're done, click OK.

Starting Conversations

This section provides information about the many ways you can start a Conversation in the Outlook add-in. It includes the following subsections:

How do I start a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversations icon on the navigation bar
  2. On the Conversations banner, click the New Conversations icon.

    New Conversations icon
  3. In the resulting dialog, enter a name for the Conversation in the Name field.

  4. Select the options you want to apply to the new Conversation:

    • Hide membership messages—Don't show membership messages.

    • Make publicly available—Make this Conversation available to all. Anyone with a log-in can join this Conversation.

    • Mark as favorite—Add this Conversation to your favorites list.

  5. Click OK.

How do I start a Conversation with a group?

Starting a Conversation with a group automatically adds all members of the group to the Conversation.

  1. On the navigation bar, click the View people and groups icon.

    People icon on navigation bar
  2. Click the Groups tab to show the list of groups you are a member of.

    All Groups tab
  3. Select the group to start a Conversation with.

  4. From the group's Options menu, select Start Conversation.

    Options menu
  5. In the resulting dialog, enter a name for the Conversation in the Name field.

  6. Select the options you want to apply to the new Conversation:

    • Hide membership messages—Don't show membership messages.

    • Make publicly available—Make this Conversation available to all.

      All members of the group that you started from are automatically "joined" into the Conversation, but anyone with a log-in can join it.

    • Mark as favorite—Add this Conversation to your favorites list.

  7. Click OK to create this Conversation with everyone in the group as a member.

How do I join a public Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Set the Conversations list to show available Conversations (see "How can I see a list of all the Conversations I can join?").

  3. Select a Conversation you want to join, and open its Options menu.

    Options menu icon
  4. Select Join Conversation.

  5. In the confirmation dialog, click OK.

How do I make a private Conversation public?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Select the Conversation to make public, and open its Options menu.

    Options menu icon
  3. Select Modify to open the Modify dialog.

  4. In the dialog, select the Make publicly available check box.

  5. Click OK.

How do I make a public Conversation members-only?

Public Conversations that are converted to membership-only Conversations start with a membership of the people who have already joined the public Conversation.

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Select the Conversation to make private, and open its Options menu.

    Options menu icon
  3. Select Modify to open the Modify dialog.

  4. In the dialog, clear the Make publicly available check box.

  5. Click OK.

How do I start a One-on-One Conversation with another person?

This method is useful when you're in a Conversation. You can also start a One-on-One Conversation from the People & Groups panel and from a person's wall. For more information, see "How do I start a One-on-One Conversation from the People & Groups panel?" and "How do I start a One-on-One Conversation from someone's wall?"

  1. In the Conversation, click the Members tab to bring it forward.

    Members tab
  2. Right-click the person you want to have a Conversation with, and select Start One-on-One with <name>.

  3. Add messages as you would to a Conversation.

    For more information, see "How do I post a message to a Conversation?"

How do I add individuals and groups to a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversations icon on the navigation bar
  2. Open the Conversation to add members to.

  3. Click the Members tab to view the Conversation's membership list.

    Members tab
  4. On the Members banner, click the Add a Person icon to open the Select Members dialog.

    Add a Person icon
  5. In the Select Members dialog:

    • Click Groups & Contacts to select from your groups and contacts

    • Click Search, enter search terms, and click the Search icon.

    Search icon
  6. Double-click a name to add it to the Select list at the bottom of the dialog.

  7. Repeat steps 4 through 6 until you enter everyone you intend.

  8. Click OK to add your selection to the Conversation.

How do I remove people from a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversations icon on the navigation bar
  2. Open the Conversation to remove members from.

  3. Click the Members tab to view the Conversation's membership list.

    Members tab
  4. On the list, right-click the person you want to remove, and select Remove from Membership.

  5. In the confirmation dialog, click Yes.

  6. Repeat these steps until you remove everyone you intend.

How do I close a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Select the Conversation, and open its Options menu.

    Options menu icon
  3. Select Modify to open the Modify dialog.

  4. Select Mark as closed to open the Close Conversation dialog.

  5. Enter a reason for closing the Conversation, and click OK.

  6. In the Modify dialog, click OK.

    The Conversations panel is refreshed to show the list of closed Conversations.

How do I reopen a closed Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select Closed to show a list of closed Conversations.

  3. Select a closed Conversation, and open its Options menu.

    Options menu icon
  4. Select Modify to open the Modify dialog.

  5. Clear the Mark as closed check box.

  6. In the confirmation dialog, click Yes.

  7. In the Modify dialog, click OK.

How do I delete a Conversation?

Before you can delete a Conversation, you must remove all members of the Conversation, except you. Once you are the only member of a Conversation, you can delete it. (For information about removing others from a Conversation, see "How do I remove people from a Conversation?")

Note: For information about what to consider before you delete a Conversation, see "What should I think about before I delete a Conversation?"

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Select the Conversation to delete, and open its Options menu.

    Options menu icon
  3. Select Discard.

  4. In the confirmation dialog, click Yes.

Managing Conversations

This section describes how to perform Conversation management tasks. It includes the following subsections:

What views are available in a Conversation?

In a Conversation, you can choose to see different types of content in the panel. You can use the tab bar at the top of a Conversation to navigate to these views:

  • Messages—View everything that's been added to the Conversation.

    Posts icon
  • Documents—View just the documents added to the Conversation.

    Documents icon
  • Members—View and manage the Conversation's membership.

    Members icon

How can I see all members of a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Open the Conversation with members you want to show.

  3. Click the Members icon to view the Conversation's membership list.

    Members icon

How can I see a list of Conversations with unread messages?

On the navigation bar, click the View all your unread items icon to open a list of all Conversations with unread messages.

View all your unread items icon

This view shows all types of Conversations with unread messages, including Social Object, collection, and profile walls.

How can I see a list of the Conversations I'm a member of?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Open the Options menu on the banner above the list of Conversations.

    Options menu icon
  3. Select Yours.

How can I see a list of all the Conversations I can join?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Open the Options menu on the banner above the list of Conversations.

    Options menu icon
  3. Select Available.

How can I see a list of my favorite Conversations?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Open the Options menu on the banner above the list of Conversations.

    Options menu icon
  3. Select Favorites.

How can I see a list of muted Conversations?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Open the Options menu on the banner above the list of Conversations.

    Options menu icon
  3. Select Muted.

How can I see a list of all closed Conversations

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Open the Options menu on the banner above the list of Conversations.

    Options menu icon
  3. Select either Yours, Available, Favorites, Muted, and then select Closed to show all closed Conversations that are included under the selected view.

How can I see a list of all open Conversations?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Open the Options menu on the banner above the list of Conversations.

    Options menu icon
  3. Select either Yours, Available, Favorites, Muted, and then select Open to show all open Conversations that are included under the selected view.

How do I change the name of a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Select the Conversation to rename, and open its Options menu.

    Options menu icon
  3. Select Modify to open the Modify dialog.

  4. Rename the Conversation.

  5. Click OK.

What changes when I set a Conversation language?

When you change a Conversation language, new system messages, like The Conversation attributes changed, appear in the selected language. System messages that were present before the language change continue to appear in the language that was in place when they were posted. Messages and files posted to the Conversation are unaffected. They appear in the language that was used to write them.

The language used for user interface elements in the Outlook add-in, like field labels, button labels, dialog box names, banner headings, and other user interface elements, is determined by your Microsoft Office settings and your Operating System.

Changing a Conversation language affects everyone's view of the Conversation.

How do I set the language of a Conversation?

Changing a Conversation language affects everyone's view of the Conversation.

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Select the Conversation to configure, and open its Options menu.

    Options menu icon
  3. Select Modify to open the Modify dialog.

  4. Click More to show all dialog settings.

  5. Click the Language button to open the Select Language dialog.

  6. Expand the Language menu, and select a language

  7. Click OK to close the Select Language dialog.

  8. Click OK to close the Modify dialog.

How do I mute a Conversation?

Muting affects only your view of a Conversation.

You can mute a Conversation so that it does not appear to you in the Conversations panel when the filter Yours, Available, or Favorites is selected. Messages posted to a muted Conversation don't appear on the Recent Activity panel or in your daily email digest.

Follow-ups assigned on a message in a muted Conversation do appear in your daily email digest (for information about the daily email digest, see "How do I set my notification options?"). You can post messages to a muted Conversation.

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Right-click the Conversation you want to mute to open its Options menu, and select Mute.

How do I copy the URL of a Conversation to my clipboard?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Select the Conversation, and open its Options menu.

    Options menu icon
  3. Select Copy Link.

    The Conversation URL is added to your clipboard. You can paste it anywhere you like. When clicked, it jumps to the Conversation in standalone mode in your browser instance of Oracle Social Network.

How can I view a Conversation offline?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Select the Conversation, and open its Options menu.

    Options menu icon
  3. Select Download Archive to open a file save dialog.

  4. Select a destination folder.

  5. Optionally, rename the Zip file before saving.

  6. Save the file.

What happens when I select Download Archive for a Conversation?

The Download Archive option saves a Conversation to a Zip archive file. So, whether you are online or off, you can unzip the file to your local drive to read its messages and view the documents uploaded to it. The Zip file (named after the Conversation) contains Conversation messages and comments in an HTML file (named by default index.html), with all Conversation members listed first.

Click a member name to go to that person's profile in your browser instance of Oracle Social Network. Click a document to open it from a documents folder that is also included in the Zip file.

Conversation Messages

This section describes how to add different types of messages to a Conversation. It includes the following subsections:

How do I view Conversation messages?

By default, the Outlook add-in is configured to show messages in full view. If you like, you can double-click a message or select it and press Enter to see it in a separate dialog. If you posted the message, it opens in an editor.

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click a Conversation to open it.

How can I view just the documents posted to a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click a Conversation to open it.

  4. Click the Documents tab to view the Conversation's list of documents.

    Documents tab

How do I post a message to a Conversation?

This section describes how to post messages to a Conversation when the default setting to show messages in full view is selected.

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it.

  4. Click the Posts tab to open a view of all of the selected Conversation's messages.

    Posts tab
  5. Enter a message in the field at the bottom of the panel, and click the Post button.

    Post button

Is an editor available for formatting my messages?

Yes! If you like, you can open a Rich Text Editor with its many text-formatting tools to create or edit your message.

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it.

  4. Click the Posts tab to show all messages posted to this Conversation.

    Posts tab
  5. At the bottom of the panel, click the Rich Text Editor button.

    Rich Text Editor button
  6. In the resulting editor, enter and format your message.

  7. Click OK.

How do I edit a message that I posted?

You can edit the messages you post. You can't edit other people's messages.

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it, and then select the message to edit.

  4. Right-click the message to open the Options menu, and select Edit Message.

    Options menu icon
  5. Revise your message, and click OK.

How do I view earlier versions of an edited message?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it, and then select a message.

  4. When full view mode is turned on, click the message's View Changes icon to open the Edit Entry dialog.

    View Changes icon

    When full view mode is turned off, right-click the message to open its Options menu and select Edit Message.

  5. Select a version to show its content in the dialog's message area.

  6. Click OK to close the dialog.

What should I consider before I add an email to a Conversation?

You can add an Outlook email, its recipients, and its attachments to an Oracle Social Network Conversation. You can edit the email to leave out some or all of the email's content, recipients, and attachments. You can add more content, people, and files along with the originals.

Be thoughtful about which emails you add and how much of their content you include. Depending on their length, added emails can quickly clutter a Conversation. Before finalizing an addition, you can edit it to sanitize and simplify it. Consider removing header information, signatures, and unwanted parts of the email thread.

How do I add an Outlook email to a Conversation?

  1. Select an email in Outlook, and either:

    • Click Add Email to in the Outlook toolbar.

    • Go to the Conversation or wall you want to add the email to, and in its top-most banner open the Options menu and select Add Email to.

    • Drag and drop the email into the target Conversation or wall's message area.

    • Drag and drop the email into an open view of a Conversation or Social Object

  2. In the resulting dialog, click Conversation, then Open, and select a Conversation source (or select New to create a new Conversation).

  3. For all but New, select the Conversation to add the email to.

  4. Click OK, to add your selection to the New Oracle Social Network Item dialog.

  5. Optionally, click Text and edit the email in the dialog's editor.

  6. Next to Post As, select how the email text should be posted:

    • Message—Post the email message as a message in the Conversation.

    • Word Document—Post the email message as a Microsoft Word document.

    • HTML Document—Post the email message as an HTML document.

  7. Optionally, click Recipients and select people to invite into the Conversation.

    Note: People who are already members of the Conversation are listed in the section Email recipients already in the Conversation.

  8. To invite people who did not receive this email into the Conversation, click Add People to select from your Outlook address book.

  9. Optionally, click Attachments and select email attachments to add to the Conversation as files.

  10. Optionally, click Add Documents to add more files to upload.

  11. Optionally, add descriptions of the selected documents.

  12. Click Post.

Where can I comment on a message?

In the add-in panel, you can comment on follow-ups; recent activities; and Social Object, wall, and Conversation messages. When your add-in instance is configured to show messages in full view (the default setting), the comment area appears below the item being commented on. When messages are not configured to display in full view, the comment area appears at the bottom of the add-in panel.

For more information, see "How do I set my add-in preferences?"

How do I comment on a message?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it, and then select a message.

  4. Click the message's Add Reply icon to open a comment area.

    Add Reply icon
  5. Enter your comment.

  6. Optionally, click the Rich Text Editor button to enter and format your comment.

    Rich Text Editor button
  7. Click the Post button or OK, whichever applies.

    Post button

How do I search for a message in a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it.

  4. On the Messages banner, click the Find messages in Conversation icon.

    Find messages in conversation icon
  5. In the search area, open the Find menu and pick the type of item you're looking for.

  6. Optionally, refine your search using options on the search Options menu.

    Search Options menu icon

    See "What options are available for refining my message search?"

  7. Expand the area under the Find menu to enter terms to add to your search.

  8. Use the Find next message and Find previous message icons to move from result to result.

    Find previous message and Find next message icons
  9. Click the Close the Find Message bar icon to leave search.

    Close the Find Message bar icon

What options are available for refining my message search?

  • Find First—Finds the first instance of the item you're looking for

  • Find Last—Finds the last instance of the item you're looking for

  • Posted By—Finds the type of item you're looking for that was posted by:

    • Anyone—Doesn't matter who posted the item

    • Change User—Lets you can pick the person who posted the item

    • Clear—Removes the person you picked using Change User

How do I mark a message as read?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it.

  4. Right-click a message to open its Options menu, and select Mark as Read.

See also:

How do I mark all messages in a Conversation as read?

In the list of Conversations, you can right-click a Conversation and select Mark All as Read from its Options menu. Here's another way:

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it.

  4. On the Messages banner, click the Mark All as Read icon.

    Mark All as Read icon

See also:

How do I copy a message URL to my clipboard?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it.

  4. Right-click the message to open its Options menu, and select Copy Message Link to add the message's URL to your clipboard.

You can paste the URL wherever you like. When clicked, it jumps to the message in your browser instance of Oracle Social Network.

How do I hide membership messages in a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. Right-click the Conversation to open its Options menu.

    Options menu icon
  3. Select Modify to open the Modify dialog.

  4. Select Hide Membership Messages, and click OK.

For information about hiding all membership messages in all Conversations, see "How do I hide all membership messages in all Conversations?"

How do I delete a message?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversation icon on the navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it.

  4. Right-click the message to open its Options menu, and select Remove Message.

  5. In the confirmation dialog, click Yes.

Collections

This section describes collections and tells you how you can use them. It includes the following subsections:

What are collections?

Use collections to create lists of Conversations that discuss related subjects. Anyone who is looking for content relating to that subject can go to a collection to easily find all of the Conversations that discuss it. In the collection, people can double-click a listed Conversation to navigate to it.

Every collection also has its own membership and its own wall. Members can visit the collection's wall to post messages and documents just like they would in a Conversation.

In the Outlook add-in, the icon that opens the list of collections appears in the navigation bar.

Collections View icon on navigation bar

For more information, see "How do I create a collection in the Outlook add-in?"

How can I specify the types of collections to show and their sort order?

You can select the type of collections you want to appear on the collections list, and then arrange that view so that it appears in the order you find the most useful.

  1. On the Collections banner, open the Options menu and select the type of collections you want to see.

  2. To arrange your selected view in a particular order, On the Collections banner open the Options menu and select Arrange By and then your preferred sort order.

What views are available in a collection?

In a collection, you can choose to see different types of content in the panel. The toolbar at the top of a collection has icons you can use to navigate to these views:

  • Posts—View all messages and documents added to the collection's wall.

    Posts icon
  • Documents—View just the documents added to the collection's wall.

    Documents icon
  • Members—View and manage the collection's membership.

    Members icon
  • Related Conversations (x)—View a list of the Conversations in this collection.

    Related Conversations icon
  • Referring Items—View the Social Objects that include this collection in their lists of related Conversations.

    Referring Items icon

How do I create a collection in the Outlook add-in?

  1. On the navigation bar, click the Collections View icon.

    Collections icon on navigation bar
  2. Click the New icon on the Collections banner to open the New dialog.

    New Collection icon
  3. Enter a name for the collection in the Name field.

  4. Select check boxes to enable collection options:

    • Hide membership messages—Hide this collection's membership messages.

    • Make publicly available—Make this a public collection that anyone can join.

    • Mark as favorite—Mark this collection as one of your favorites.

  5. Click OK.

How do I add an existing Conversation to a collection in the Outlook add-in?

  1. On the navigation bar, click the Collections View icon.

    Collections View icon on navigation bar
  2. Double-click a collection to open it.

  3. Click the Related Conversations icon to show the Conversations in this collection.

    Related Conversations icon
  4. Click the Add Existing Conversation icon on the Collections banner.

    Add Related Conversations icon
  5. In the dialog, select a way to locate the Conversation to add to the collection:

    • Recent Conversations—Select from Conversations you have visited recently

    • Favorites—Select from Conversations you have marked as a favorite

    • Search—Use search to locate the Conversation

      When you select from the search's pop-up results, the dialog closes and your selection is added to the collection. You can skip the next step.

    • New—To create a new Conversation

  6. Click OK to add your selections to the collection.

How do I add a new Conversation to a collection in the Outlook add-in?

  1. On the navigation bar, click the Collections View icon.

    Collections icon on navigation bar
  2. Double-click a collection to open it.

  3. Click the Related Conversations icon to show the Conversations in this collection.

    Related Conversations icon
  4. Click the New Conversation icon on the Related Conversations banner.

    New Conversation icon
  5. In the dialog, enter a name for the Conversation in the Name field.

  6. Select the options you want to apply to the new Conversation:

    • Hide membership messages—Don't show membership messages.

    • Make publicly available—Conversation is available to all.

    • Mark as favorite—Add this Conversation to your favorites list.

  7. Click OK to add the new Conversation to the collection.

How do I add members to a collection in the Outlook add-in?

  1. On the navigation bar, click the Collections View icon.

    Collections icon on navigation bar
  2. Double-click a collection to open it.

  3. Click the Members icon to open the collection's membership list.

    Members icon
  4. On the Members banner, click the Add a Person icon to open the Select Members dialog.

    Add a Person icon
    • Click Groups & Contacts to select from a list of groups and your contacts.

    • Click Search, enter two or more characters, and click the Search icon.

  5. Double-click one or more names of people or groups to add them to the Select list.

  6. Click OK to add your selection to the collection's membership.

How do I remove members from a collection?

  1. On the navigation bar, click the Collections View icon.

    Collections icon on navigation bar
  2. Double-click a collection to open it.

  3. Click the Members icon to open the collection's membership list.

    Members icon
  4. Right-click the person or group to open its Options menu.

  5. Select Remove from Membership.

  6. In the confirmation dialog, click Yes.

How do I remove a Conversation from a collection?

When you remove a Conversation from a collection, there's no confirmation dialog—the Conversation is simply removed. If you decide removal was a mistake, you can always easily add it back (see "How do I add an existing Conversation to a collection in the Outlook add-in?").

  1. On the navigation bar, click the Collections View icon.

    Collections icon on navigation bar
  2. Double-click a collection to open it.

  3. Click the Related Conversations icon to show the Conversations in this collection.

    Related Conversations icon
  4. Right-click the Conversation to open its Options menu.

  5. Select Remove Item from the Social Object.

How do I rename a collection

  1. On the navigation bar, click the Collections View icon.

    Collections icon on navigation bar
  2. Right-click the collection to open its Options menu, and select Modify.

  3. In the Modify dialog, rename the collection and click OK.

Documents

This section talks about working with files in the Outlook add-in. It includes the following subsections:

What kinds of files can I upload?

There are no restrictions on the kinds of files you can upload.

How do I upload files to a Conversation?

  1. On the navigation bar, click the Most recently updated Conversations icon.

    Conversations icon in navigation bar
  2. From the Options menu on the Conversations banner, select a filter to show the types of Conversations you want to see.

  3. Double-click the Conversation to open it.

  4. Click the Messages or Documents icon to open that view of the Conversation.

  5. On the Messages or Documents banner, click the Upload Document icon.

    Upload Document icon
  6. Browse to and select one or more files.

    Once you make your selection, an upload area opens at the bottom of the panel.

  7. To prevent file downloading and sharing select Disable download and copy.

  8. Optionally, enter a description where it says [Optional] Enter a description about the document(s).

  9. Click Post to start the upload.

Note: You can also upload documents from the Documents panel. For more information, see "How do I upload a file to a Conversation from the Documents panel?"

How do I upload a file to a Conversation from the Documents panel?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Click the Upload Document icon.

    Upload Document icon
  3. Navigate to and select the documents to upload.

  4. At the bottom of the panel, click Upload to, to open the Add Conversations dialog.

  5. Select a destination Conversation for the uploaded file.

  6. For all but New, select the Conversation you want to upload the document to, and click OK.

  7. To prevent file downloading and sharing select the Disable download and copy.

  8. Optionally, enter a description where it says [Optional] Enter a description about the document(s).

  9. Click Post to complete the upload.

How do I download a file?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select Document and then Download.

    If, when the file was uploaded, it was marked to prevent downloads and copies, this option is not available.

  3. Select a destination, and click Save.

How do I view a file?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. To view a file, click its thumbnail to open it in its default application.

How do I copy a file to another Conversation?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select Copy Document to Conversation.

  3. In the resulting dialog, select a way to locate the target Conversation:

    • Recent Conversations—For a list of Conversations you have visited recently

    • Favorites—For a list of Conversations you have marked as a favorite

    • Search—To use search to locate the Conversation

    • New—To create a new Conversation

  4. For all but New, select the destination Conversation.

  5. Click OK to copy the file to the selected Conversation.

How do I navigate from a document to its Conversation?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the document to open its Options menu, and select Go to Item to open the Documents tab of the Conversation.

You can also navigate to a Conversation by clicking its name in the list of documents. This opens the Posts tab of the Conversation.

What's the difference between Edit and Edit With?

In the Documents panel, both the Edit and Edit With options are available on the Documents submenu of a file's Options menu.

  • Edit opens a file in its native application. This is determined by the file's extension.

  • Edit With lets you choose the editor.

How do I edit a file through the Outlook add-in?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select Documents and then Edit or Edit With.

    Options menu icon
  3. If you select Edit With, select the editor to use.

  4. Edit the file, and save, keeping the same file name and same default directory.

  5. In the add-in panel, right-click the file to open its Options menu, and select Documents and then Check-In Document.

  6. Upload the new file version as you would any other file.

    For more information, see, "How do I upload files to a Conversation?"

Note: If you use Edit With, you may need to select Stop Editing from the file's Options menu. This is necessary when the file continues to appear highlighted.

How can I view a file's annotations?

The Outlook add-in provides a pathway to document annotations in your browser instance of Oracle Social Network. This is because annotations are not directly supported in the add-in.

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select View Annotations.

  3. If prompted to, log in to your browser instance of Oracle Social Network.

    A detailed view of the document opens, showing its annotations.

How do I copy a file URL to my clipboard?

When you copy a file URL to your clipboard, you can paste it anywhere you like. When clicked, it goes to the file preview in your browser instance of Oracle Social Network.

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select Copy Document Link.

How do I send a file as an email?

When you send a file as an email, a new email opens. It includes an attachment to the file and a link to the Conversation the file is posted to. Everyone who receives the email can see the file link, but only those who are also members of the Conversation can open it.

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click the file to open its Options menu, and select Send As E-Mail.

How do I delete a file?

  1. On the navigation bar, click the View Documents icon.

    Documents icon on navigation bar
  2. Right-click a file to open its Options menu, and select Remove.

  3. In the confirmation dialog, click Yes.

Folders

You can organize the files that are uploaded to Conversations and walls into folders. This section describes how. It includes the following subsections.

Where can I create a folder?

You can create a folder on the Documents tab of any Conversation or wall. Look for the Add New Folder icon on the Documents banner.

Add Folder icon

How do I create a folder?

You can add folders on the Documents tab of any Conversation or wall.

  1. Go to the Conversation or wall where you want to add a folder.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. On the Documents banner, click the Add New Folder icon to open the New Folder dialog.

    Add Folder icon
  4. In the Name field, enter a name for the folder.

  5. Click OK.

How do I rename a folder?

  1. Go to the Conversation or wall that has a folder you want to rename.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Right-click the folder you want to share to open its Options menu, and select Rename to open the Edit Folder dialog.

  4. In the Name field, enter a new name for the folder.

  5. Click OK.

How do I share a folder?

Sharing a folder means you copy a folder and all of its files from one Conversation or wall to another or duplicate the folder in the current Conversation. Because the shared folder is a copy, it is independent of the original folder. This means, for example, the shared folder is not affected if you delete the original folder or add more files to it.

  1. Go to the Conversation or wall that has a folder you want to share.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Right-click the folder you want to share to open its Options menu, and select Share to open the Browse Conversations dialog.

  4. In the dialog, select a way to locate the destination folder, Conversation, or wall.

    • Click Recent Conversations to select from destinations that have recently been active.

    • Click Favorites to select from your favorite destinations.

    • Click Search to search for the destination.

  5. Select the destination, and click OK.

How do I copy a folder?

Copying a folder means you create a duplicate folder with duplicate content in the same Conversation or wall. Because the copied folder is a copy, it is independent of the original folder. This means, for example, the copy is not affected if you delete the original folder or add more files to it.

  1. Go to the Conversation or wall that has a folder you want to copy.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Right-click the folder you want to copy to open its Options menu, and select Copy to open the Copy Items dialog.

  4. Select a destination for the copy other than the folder being copied.

  5. Click OK.

How do I move a folder?

  1. Go to the Conversation or wall that has a folder you want to move.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Right-click the folder you want to move to open its Options menu, and select Move to open the Move Items dialog.

  4. Select a destination for the moved folder, and click OK.

How do I add new files to a folder?

  1. Go to the Conversation or wall that has a folder you want to add new files to.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Double-click the folder you want to add a new file to, to open it.

  4. In the Documents banner, click the Upload Document icon.

  5. Upload the file as you would to any Conversation or wall (see "How do I upload files to a Conversation?").

How do I move files into a folder?

  1. Go to the Conversation or wall that has a folder you want to move files to.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Right-click the file you want to add to a folder to open its Options menu, and select Move to open the Move Items dialog.

  4. Select a destination for the file, and click OK.

How do I delete files from a folder?

  1. Go to the Conversation or wall that has a folder you want to remove files from.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Double-click the folder to open it.

  4. Right-click the file you want to delete to open its Options menu, and select Remove.

  5. In the confirmation dialog, click Yes.

How do I move files out of a folder?

  1. Go to the Conversation or wall that has a folder you want to move files out of.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Double-click the folder to open it.

  4. Right-click the file you want to move to open its Options menu, and select Move to open the Move Items dialog.

  5. Select a destination for the file, and click OK.

How do I download a folder?

Downloading a folder downloads a Zip file that contains the folder content. The Zip file is named after the folder. For example, if you download an All Business folder, you get a Zip file named All Business.zip.

  1. Go to the Conversation or wall that has a folder you want to download.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Right-click the folder you want to download to open its Options menu, and select Download to open a save dialog.

  4. Select a destination for the folder, and click Save.

    The folder and its content are saved as a Zip file to the destination you selected.

How can I get the URL of a folder?

  1. Go to the Conversation or wall that has the folder.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Right-click the folder to open its Options menu, and select Copy Folder Link to add the folder's URL to your system's clipboard.

  4. Paste the link wherever you like.

How can I navigate from Outlook to a folder in Oracle Social Network for browsers?

  1. Go to the Conversation or wall that has a folder you want to open in your browser.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Right-click the folder you want to open, and select Open in Web Browser to open the folder in Oracle Social Network for browsers.

How do I delete a folder?

  1. Go to the Conversation or wall that has a folder you want to delete.

  2. Click the Documents icon to open the Documents tab, for example:

    Documents icon in a Conversation
  3. Right-click the folder you want to delete to open its Options menu, and select Remove.

  4. In the confirmation dialog, click Yes.

Social Objects

This section describes Enterprise Social Objects and some of the things you can do with them. It includes the following subsections:

What are Enterprise Social Objects?

Enterprise Social Objects (Social Objects) are records from a business application or business process, like your company's CRM or HCM application, that are mapped into Oracle Social Network as Social Objects.

In Oracle Social Network, a Social Object has its own wall for messages and documents and its own membership. A Social Object's membership includes all of the people involved in projects centering around that object. For example, the membership for a customer Social Object that comes from your CRM system, could include someone from your sales team, product management, fulfillment, and other lines of business.

Your implementation of Oracle Social Network may use Social Objects from your own systems-of-record. (For more information, see "What's the benefit of exposing a record in Oracle Social Network?")

How can I arrange my view of a list of Social Objects?

  1. On the navigation bar, click a Social Object icon.

    For example, click the Customers icon:

    Customers icon on navigation bar

    Or the Opportunities icon:

    Opportunities icon on navigation bar
  2. Open the Options menu in the Social Object banner, and select Arrange By, and then select the sorting option to apply.

How do I view the details of a Social Object?

  1. On the navigation bar, click a Social Object icon.

    For example, click the Customers icon:

    Customers icon on navigation bar

    Or the Opportunities icon:

    Opportunities icon on navigation bar
  2. In the panel, double-click the object you want to view to open its details.

What view options are available in a detailed view of a Social Object?

In the details of a selected Social Object (see "How do I view the details of a Social Object?"), you can switch between the following views using the icons that appear above the details:

  • Posts—View all messages and documents added to this object's wall.

    Posts icon
  • Documents—View just the documents added to this object's wall.

    Documents icon
  • Members—View and manage the object's membership.

    Members icon
  • Related Conversations (x)—View a list of the Conversations related to this object.

    Related Conversations icon
  • Referring Items—View the other Social Objects related to this Social Object (see "What are referring items?").

    Referring Items icon

What are referring items?

Referring items reflect relationships between two Oracle Social Network items. For example, the Acme collection includes the Conversation Wiley. The Wiley Conversation, in turn, lists the Acme collection on its list of referring items.

How do I hide membership messages in a Social Object Conversation?

  1. On the navigation bar, click a Social Object icon.

    For example, click the Customers icon:

    Customers icon on navigation bar

    Or the Opportunities icon:

    Opportunities icon on navigation bar
  2. Right-click a listed Social Object to open its Options menu.

  3. Select Modify to open the Modify dialog.

  4. Select the Hide membership messages check box.

  5. Click OK.

How do I add a Conversation to a Social Object's list of related Conversations?

  1. On the navigation bar, click a Social Object icon.

    For example, click the Customers icon:

    Customers icon on navigation bar

    Or the Opportunities icon:

    Opportunities icon on navigation bar
  2. Double-click the object to open it.

  3. Click the object's Related Conversations icon.

    Related Conversations icon
  4. Click the Add Existing Conversation icon in the Social Object banner.

    Add Existing Conversation icon
  5. Select a way to locate the Conversation, for example, select:

    • Recent Conversations—For a list of Conversations you have visited recently

    • Favorites—For a list of Conversations you have marked as a favorite

    • Search—To use search to locate the Conversation

      When you select from the pop-up results, the dialog closes and your selection is added to the list of related Conversations. You can skip the next step.

    • New—To create a new Conversation

  6. Select one or more Conversations.

  7. Click OK to add your selections to the Social Object's list of related Conversations.

How do I add a new Conversation to a Social Object's related Conversations?

  1. On the navigation bar, click a Social Object icon.

    For example, click the Customers icon:

    Customers icon on navigation bar

    Or the Opportunities icon:

    Opportunities icon on navigation bar
  2. Double-click the object to open it.

  3. Click the object's Related Conversations icon.

    Related Conversations icon
  4. Click the New Conversation icon to open the New dialog.

    New Conversation icon
  5. Enter Conversation details as you would for any other Conversation.

  6. To copy the Social Object's membership list to the new Conversation, select Copy membership of source Social Object.

  7. Click OK to add the Conversation to the object's list of related Conversations.

How do I view a Social Object's members?

  1. On the navigation bar, click a Social Object icon.

    For example, click the Customers icon:

    Customers icon on navigation bar

    Or the Opportunities icon:

    Opportunities icon on navigation bar
  2. Double-click the object to open it.

  3. Click the Membership icon above the object's detail view.

    Members icon

How do I view the messages posted to a Social Object?

  1. On the navigation bar, click a Social Object icon.

    For example, click the Customers icon:

    Customers icon on navigation bar

    Or the Opportunities icon:

    Opportunities icon on navigation bar
  2. Double-click the object to open it.

  3. Click the Posts icon above the object's detail view.

    Posts icon

People & Groups

This section talks about the lists of people and groups available in a given instance of Oracle Social Network. It includes information about creating and managing groups. It includes the following subsections:

What views are available on the People & Groups panel?

First, to get to the People & Groups panel, click the View people and groups icon in the navigation bar.

People Groups icon on the navigation bar

People & Groups provides five views you can navigate to by clicking an icon:

  • Recommendations—People recommended to you as contacts

    Recommendations icon
  • People You Follow—People you have selected to follow

    People You Follow icon
  • Your Followers—People who have selected to follow you

    Your Followers icon
  • Contacts—People you selected as contacts

    Contacts icon
  • All Groups—The groups you belong to

    All Groups icon

Where can I view my contacts?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the Contacts icon.

    Contacts icon

How do I add a new contact to the People & Groups panel?

You add a new contact through the Contacts view of the People & Groups panel, and you can add someone as a contact simply by following them.

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the Contacts icon.

    Contacts icon
  3. On the Contacts banner, click the Add a Person icon to open the Select Members dialog.

    Add a Person icon
  4. Enter a name in the Search field, and select from the results.

  5. Click OK to add the people you selected as your contacts.

How do I remove someone from my contacts list?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the Contacts icon.

    Contacts icon
  3. Right-click the person to open the Options menu, and select Remove from Contacts.

  4. If you're also following the person, specify whether to also stop following them.

    • Click Yes to also stop following the person.

    • Click No to remove the person as a contact but continue to follow them.

How do I start a One-on-One Conversation from the People & Groups panel?

This method is useful when you're on the People & Groups panel. You can also start a One-on-One Conversation when you're visiting someone's wall and when you're in a full Conversation with others. For more information, see "How do I start a One-on-One Conversation from someone's wall?" and "How do I start a One-on-One Conversation with another person?"

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. Select a view by clicking one of the tabs above the People & Groups banner.

    People Groups tabs
  3. Double-click a name on the list to open a view of his or her wall.

    Note: You can also easily navigate to someone's wall by clicking his or her profile picture wherever you see it in the Outlook add-in.

  4. On the People banner, click the Start One-on-One with <Name> icon.

    Start Conversation with name> icon
  5. Add messages as you would to a Conversation.

What does it mean to follow someone?

Following someone:

  • Adds them to your list of contacts

  • Lets you post messages to their wall

  • Includes information about their wall activity in your view of the Overview page.

  • Includes information about the activity on their walls in your daily email digest.

How do I follow someone and add them as a contact?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. You have two options:

    • Click the Follow icon next to the person.

      Follow icon
    • Right-click the person to open the Options menu, and select Follow <name>.

How can I view all of the people I follow?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the People You Follow icon.

    People You Follow icon

How can I view all of the people who follow me?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the Your Followers icon.

    Your Followers icon

How do I view the people who are recommended to me?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the Recommendations icon.

    Recommendations icon

What are groups?

Groups provide a way to organize a set of people into one entity: the group. All members of a group can be added to a Conversation in one operation.

Every group has its own wall where group members can post content of interest to the group (for more information, see "How do I create a group?" and "How can I get to a group's wall?").

Just as each person has a profile in Oracle Social Network, a group has a profile with its own unique set of details: its name and description and a group image or avatar. Any member of the group can revise a group's profile details and image.

What views are available on an individual group?

When you look at a particular group, you can choose to see different types of content in that group's panel. The toolbar at the top of a group has icons you can use to navigate to these views:

  • Posts—View everything posted to a group's wall.

    Posts icon
  • Documents—View just the documents posted to the group's wall.

    Documents icon
  • Members—View all members of the group.

    Members icon
  • Related Conversations—View the Conversations this group is a member of.

    Related Conversations icon
  • Related Groups—View the other groups that this group is a member of.

    Related Groups icon

How can I get to a group's wall?

Whenever a group is created, it is automatically given its own wall. Here group members can post information of particular interest to the group.

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. Click the All Groups icon to view a list of groups.

    All Groups icon
  3. Double-click a group, or right-click a group and select Go To <name>'s Wall.

  4. Post content to the group's wall as you would to any Conversation.

How do I find out who's in a group?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the All Groups icon.

    All Groups icon
  3. Double-click a group to open its wall.

  4. In the toolbar above the wall, click the Members icon to show who's in the group.

    Members icon

How do I create a group?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the All Groups icon.

    All Groups icon
  3. On the Groups banner, click the Add Group icon to open the New Group dialog.

    Add Group icon
  4. In the Name field, enter a name for the group, and click OK.

How do I add people to a group?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the All Groups icon.

    All Groups icon
  3. Double-click a group to open its wall.

  4. On the toolbar above the wall, click the Members icon.

    Members icon
  5. On the Members banner, click the Add a Person icon.

    Add a Person icon
  6. Select a source of potential members.

    • Click Groups & Contacts to select from your contacts and other groups.

      You can expand a group and pick individual members.

    • Click Search to enter search terms; click the Search icon to show all results.

  7. Double-click a person or a group to add them to the Select list.

  8. Click OK to add your selections to the group membership.

How do I edit a group's membership?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the All Groups icon.

    All Groups icon
  3. Double-click a group to open its wall.

  4. On the toolbar above the wall, click the Members icon.

    Members icon
  5. To add members, start with step 5 in "How do I add people to a group?"

  6. To remove members, right-click a person or group, and select Remove from Membership.

How do I rename a group and revise its description?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. Click the All Groups icon to view a list of groups.

    All Groups icon
  3. Double-click a group, or right-click a group and select Go To <name>'s Wall.

  4. From the Options menu on the Group banner, select Edit Profile.

    Options menu icon
  5. In the Group Profile dialog, revise the group's name and description.

  6. Click OK.

How do I add or change a group's profile picture?

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. Click the All Groups icon to view a list of groups.

    All Groups icon
  3. Double-click a group, or right-click a group and select Go To <name>'s Wall.

  4. From the Options menu on the Group banner, select Edit Profile.

    Options menu icon
  5. In the Group Profile dialog, click Update.

  6. Select a group profile picture.

  7. Click OK.

How do I deactivate a group?

Deactivating a group prevents it from being added to Conversations. The group keeps the Conversation memberships it already has.

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the All Groups icon.

    All Groups icon
  3. Right-click a group to open its Options menu, and select Deactivate.

  4. In the confirmation dialog, click Yes.

How do I reactivate a deactivated group?

Enabling a deactivated group makes the group available for adding to Conversations.

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. On the toolbar above the list, click the All Groups icon.

    All Groups icon
  3. Right-click a group to open its Options menu, and select Activate.

Profiles

As a participant in Oracle Social Network, you get your own profile page. This section describes the things you can do with it. It includes the following subsections:

How do I view my own profile?

  1. On the Outlook toolbar, click the Your Wall button to open a view of your wall.

  2. On the People banner, click the Edit Profile icon to open your profile.

    Edit Profile icon

How do I set up my profile?

  1. From the Settings menu, click Manage and then Edit Profile to open the User Profile dialog.

  2. Click General to open the General panel.

  3. Enter or change your profile details.

  4. Click OK.

How do I add my address to my profile?

  1. From the Settings menu, click Manage and then Edit Profile to open the User Profile dialog.

  2. Click Address to open the Address panel.

  3. Enter or change your address details.

  4. Click OK.

How do I add my phone numbers to my profile?

  1. From the Settings menu, click Manage and then Edit Profile to open the User Profile dialog.

  2. In the User Profile dialog, click Phones to open the Phones panel.

  3. To add a number, click Add, and enter a phone number.

  4. Click Modify, select Label, and enter a label for the number, like home or cell.

    Labels are required. You can't save changes if a number doesn't have a label.

  5. Repeat steps 4 and 5 to add more phone numbers.

  6. When you're done, click OK.

How do I add or change my profile picture?

Oracle Social Network scales your profile picture up or down as needed to display it as a 150 by 150 pixel square.

  1. From the Settings menu, click Manage and then Edit Profile to open the User Profile dialog.

  2. If necessary, click General to open the General panel in the User Profile dialog.

  3. Click the Update button, and then navigate to and select the picture to upload.

  4. Select a gif, jpg, or png file.

  5. Click OK.

How do I specify my expertise?

  1. From the Settings menu, click Manage and then Edit Profile to open the User Profile dialog.

  2. In the User Profile dialog, click Expertise.

  3. Enter your expertise in the text box.

  4. Click OK.

How do I view a person or group's profile?

One way to navigate to a profile is to click the person's profile picture wherever you see it in the Outlook add-in. Another way is to double-click the person's name in the People & Groups panel. This section steps you through a third way to navigate to a profile.

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. In the toolbar above the list, click one of the icons to select a view.

    People Groups toolbar
  3. Right-click a person or group to open the Options menu, and select Go To <name>'s Wall.

  4. On the People banner, click the View Profile icon to open the person or group's profile.

    View Profile icon
  5. Click Close to exit.

How do I post a message to someone's wall?

Before you can post messages to another person's wall, you must first follow the person who owns the wall. For information about how to follow someone, see "How do I follow someone and add them as a contact?"

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. In the toolbar above the list, click one of the icons to select a view.

    People Groups toolbar
  3. Right-click the person to open the Options menu, and select Go To <name>'s Wall.

  4. Post a message as you would to any Conversation.

How do I start a One-on-One Conversation from someone's wall?

This method is useful when you're visiting someone's wall. You can also start a One-on-One Conversation from the People & Groups panel and from a regular Conversation. For more information, see "How do I start a One-on-One Conversation from the People & Groups panel?" and "How do I start a One-on-One Conversation with another person?"

  1. On the navigation bar, click the View people and groups icon.

    People Groups icon on the navigation bar
  2. In the toolbar above the list, click the People You Follow icon.

    People You Follow icon
  3. Double-click the person you want to converse with to open his or her wall.

  4. In the People banner, click the Start One-on-One with <name> icon to open a message area.

    Start Conversation with name> icon
  5. Add messages as you would to any Conversation.

Search

This section describes how search is used in the Oracle Social Network add-in for Outlook. It includes the following subsections:

How do I search for things in the Outlook add-in?

  1. From the Options menu next to the search field, select Search Options and then the type of item to search for.

    Search Options menu icon
  2. Enter your terms in the search field.

  3. Then either:

    • Select from the results pop-up to navigate to that result.

    • Click the Search icon to view ranked results in a Search Results panel.

      Search icon

Where can I see my recent searches?

From the Options menu next to the search field, select Recent Searches and then the search term you want to reuse.

Search Options menu icon

How can I clear my recent searches?

From the Options menu next to the search field, select Recent Searches and then Clear.

Search Options menu icon

How can I clear the Search Results panel?

From the Options menu next to the search field, select Clear Results.

Search Options menu icon

Previous Page Next Page