What You Can Do in Oracle Social Network Desktop

Most tasks you perform in Oracle Social Network Desktop are similar no matter what type of object you're working with.

How do I open an item?

Click the item wherever you see it linked. The item opens in the Detail window. For more information, see What is the Detail window?

To open an item from the object panel:

  1. Click the appropriate icon in the sidebar to open the object panel. For example, click Conversations tab to open the Conversations panel.

    For a description of the icons in the sidebar, see What is the sidebar?

  2. Click the item.

To open an item from the Detail window:

  1. While viewing an item in the Detail window, click Open and New Conversation icon, then select Open Conversation.
  2. Enter the name of the item in the Search Conversations field, or click a filter to select from a list:
    • Click Recent to select from a list of items you've visited recently.

    • Click Favorites to select from a list of your favorite items.

    • Search Results opens automatically when search results are returned.

  3. Click the item.

How do I add an item as a favorite?

To mark an item as a favorite, click Add to Favorites icon next to the item. Click the star again to unmark it. For more information, see Using Favorites in Oracle Social Network Desktop.

How do I create an item?

  1. Click the appropriate icon in the sidebar to open the object panel. For example, click Conversations tab to open the Conversations panel.

    For a description of the icons in the sidebar, see What is the sidebar?

  2. Click New icon.

    For contacts, enter at least two characters to search for people, then click a person to add them as a contact.

    For Social Objects, select the type of object to create.

  3. Enter a name for the item.

  4. Select whether the item is private (only visible to members) or public (visible to everyone).

    Note: This setting doesn't appear for groups.

  5. Select members by moving groups and people to the right column to add them or to the left column to remove them. Use Ctrl+Click to select more than one person or group.

    You can also search by entering part of a person's or group's name, and select them from the list that pops up.

    By default, you see a list of contacts. Click a tab to change your view:

    • Contacts icon Contacts—View a list of your contacts.

    • Groups icon Groups—View a list of your groups.

Alternatively, you can create a new Conversation from the Detail window.

  1. While viewing an item in the Detail window, click Open and New Conversation icon, then select New Conversation.
  2. Enter a name for the Conversation.

How do I view and manage an item's members?

  1. Open the item. For more information, see How do I open an item?

    At the top of the item's tab is a membership bar with pictures of all the people who are members of that item.

  2. In the membership bar, click Edit Membership button to open the Update Members dialog.

    Notes:

    • If you don't see the manage members button (Edit Membership button) when viewing a group, the group is managed externally (for example, through LDAP), so you can't change the membership through Oracle Social Network.

    • If you're viewing a public item that you haven't joined, you can view the members by clicking the Options menu (Conversation Options icon), then selecting Show Membership.

  3. In the Update Members dialog, move groups and people to the right column to add them or to the left column to remove them. Use Ctrl+Click to select more than one person or group.

    If your administrator has configured the system to allow you to invite users, you can add someone who isn't an Oracle Social Network user. Enter the person's email address in the search box, then click Invite email_address. When asked if you want to send an invitation, click Yes. When you save your changes an email will be sent to the person inviting them to join Oracle Social Network.

    You can also search by entering part of a person's or group's name, and select them from the list that pops up.

    By default, you see a list of contacts. Click a tab to change your view:

    • Contacts icon Contacts—View a list of your contacts.

    • Groups icon Groups—View a list of your groups.

Alternatively, you can remove a member (that was not added as part of a group) by right-clicking the member in the membership bar, then clicking Remove from <item type>.

Note: The Remove from <item type> option isn't available if you right-click a member that was added as part of a group. To remove a member who was added as part of a group, you must remove the whole group through the Update Members dialog (as described above).

How do I hide an item's membership messages?

When a user is added to or removed from an item a membership message is posted to the item (for example, This Conversation is now accessible to: Jane Doe). If you'd prefer not to show those messages, you can hide them.

  1. Open the item. For more information, see How do I open an item?
  2. Click Options menu, select <Object Type> Settings, then select Hide Membership Messages.

Note: User walls have followers rather than members, so this setting doesn't apply to user walls.

How do I share a link to an item?

Let's say you want to share a link to an item (for example, a Conversation) in an email or while you're instant messaging. Open the item, click the Options menu (Conversation Options icon), then select Copy Link. The link to the item is copied to your clipboard, and you can paste it anywhere you like.

Note: When people click the link, they are taken to Oracle Social Network in their browser.

How do I rename an item?

  1. Open the item. For more information, see How do I open an item?
  2. In the Detail window, click the Options menu (Conversation Options icon), click Conversation Settings, then select Rename <Object>.
  3. Enter the new name.

How do I split a Conversation off from an existing Conversation or wall?

If one your messages start going off-topic or a new question or idea is raised, you might want to split that discussion into a new Conversation.

  1. Open the Conversation or wall, see How do I open an item?
  2. Under the text box, click New Conversation button.
  3. In the New Conversation dialog box, enter a name, select the visibility, and add members. For more information, see How do I create an item?

When you create the new Conversation, messages are posted in both the new and the original Conversations showing a link to the other Conversation.

How do I mute or unmute an item?

If you have items in your object lists that you never look at (for example a Conversation that doesn't apply to you), or you're seeing updates on the Overview panel or in your email digests about items you don't care about, you can mute those items. Muting an item hides it and its activity from your view. It's still there; you just won't hear about it anymore. (The only exception is if you're flagged on a message in a muted item, for which you will still be alerted by email.)

To mute an item:

  1. Click the appropriate icon in the sidebar to open the object panel. For example, click Conversations tab to open the Conversations panel.

    For a description of the icons in the sidebar, see What is the sidebar?

  2. Right-click the item and select Mute <Object>.

Alternatively, open the item, click the Options menu (Conversation Options icon), then select Mute <Object>.

To unmute an item:

  1. Click the appropriate icon in the sidebar to open the object panel. For example, click Conversations tab to open the Conversations panel.

    For a description of the icons in the sidebar, see What is the sidebar?

  2. Click the Options menu (Conversation Options icon), and select Muted to show all muted items.
  3. Right-click the item and select Mute <Object> to clear the check mark.

Alternatively, open the item, click the Options menu (Conversation Options icon), then select Mute <Object> to clear the check mark.

How do I close or reopen an item?

You can close any item you belong to, even if you didn't create it. Closing an item prevents people from adding new content to it and moves the item to the list of closed items in everyone's object panel.

To close an item:

  1. Open the item. For more information, see How do I open an item?

  2. In the Detail window, click the Options menu (Conversation Options icon), click <Object> Settings, then select Close <Object>.

  3. Optionally, add an explanation about why you closed the item.

To reopen an item:

  1. Click the appropriate icon in the sidebar to open the object panel. For example, click Conversations tab to open the Conversations panel.

    For a description of the icons in the sidebar, see What is the sidebar?

  2. Click the Options menu (Conversation Options icon), then select Closed to show a list of all the closed items.
  3. Open the closed item.
  4. In the Detail window, click the Options menu (Conversation Options icon), click <Object> Settings, then select Reopen <Object>.

How do I discard an item?

You can discard an item if you are the only member and it's private. The item, its messages, and its documents are deleted. Although the relationships between the discarded item and any related and referring items are deleted, the related and referring items aren't affected in any other way.

Note: All content is retained on the system for legal or forensic purposes, but only an application administrator can recover discarded content.

  1. Click the appropriate icon in the sidebar to open the object panel. For example, click Conversations tab to open the Conversations panel.

    For a description of the icons in the sidebar, see What is the sidebar?

  2. Right-click the item, and select Discard <Object>.

Alternatively, open the item, click the Options menu (Conversation Options icon), click <Object> Settings, then select Discard <Object>.

How do I download an archive of an item?

At some point you might want to download an archive of an item, possibly to view when you're offline or maybe to keep a record of the item's content at a certain point.

The archive is in the form of a .zip file (named after the item). It contains the item's list of members, messages, and replies in an HTML file (named by default index.html) and all the documents added to the item.

To download an archive of an item:

  1. Open the item. For more information, see How do I open an item?

  2. In the Detail window, click the Options menu (Conversation Options icon), then click Download Archive.

A progress window opens showing the download progress. After the download is done, you can double-click the archive to open it, or you can right-click it and select to open the containing folder or remove it from the progress window list.

To work with an archive of an item:

  1. Unzip the files to your computer.
  2. Open index.html.

    Clicking a document link opens the copy of the document that is included in the .zip file. All other links in index.html (user names, like, reply, and so on) open Oracle Social Network in the browser.

Notes:

  • You can't make changes to an archive of an item (though you can click a link to open the item in a browser and make changes there). If you want to be able to make offline changes, instead add the item to your Offline Briefcase (see Working Offline in Oracle Social Network Desktop).

  • You can get back to the progress window after you've closed it by clicking Oracle Social Network icon in the system tray for Microsoft Windows, or by clicking the Action Menu for Mac, then clicking File Transfer Progress.

How do I add an item to my Offline Briefcase?

Tip: For information about offline briefcases, see Understanding the Offline Briefcase.

  1. Click the appropriate icon in the sidebar to open the object panel. For example, click Conversations tab to open the Conversations panel.

    For a description of the icons in the sidebar, see What is the sidebar?

  2. Right-click the item, and select Add to Offline Briefcase.

Alternatively, open the item, click the Options menu (Conversation Options icon), then click Add to Offline Briefcase.

How do I view an item in the web version of Oracle Social Network?

  1. Open the item. For more information, see How do I open an item?
  2. In the Detail window, click the Options menu (Conversation Options icon), then click View in Web Browser.

Your browser opens to the selected item.

Other Common Tasks

Here is a list of other things you can do in Oracle Social Network Desktop:

Table 15-2 List of Other Things You Can Do in Oracle Social Network Desktop

Action For more information, see …

Post, reply to, like edit, and delete messages; mark messages as read

Working with Messages

Add, download, and manage documents; create and manage folders

Working with Documents

View, add, or remove items related to or referring to the item you're viewing

Working with Related and Referring Items

Add hashtags to messages and use them to easily find messages around a particular topic

What are hashtags (#) and how do I use them?

Search for items

How do I search?

Use the Overview panel to quickly see recent activity across Oracle Social Network

Using the Overview Panel in Oracle Social Network Desktop

View, assign, and respond to flags

Using Flags in Oracle Social Network Desktop

Mark items as favorites

Using Favorites in Oracle Social Network Desktop

View, start, and participate in Conversations

Using Conversations in Oracle Social Network Desktop

Have a one-on-one Conversation in real time with someone

How do I start a One-on-One Conversation?

View and manage collections of items surrounding a topic

Using Collections in Oracle Social Network Desktop

View and manage your contacts; view a person's profile and post to his or her wall; manage the people you're following and see who's following you

Working with People in Oracle Social Network Desktop

View and manage groups, group membership, and the messages and documents posted to them

Working with Groups in Oracle Social Network Desktop

View and manage Social Objects and the messages and documents posted to them

Using Social Objects in Oracle Social Network Desktop

Save items to a briefcase and view and contribute to them offline

Working Offline in Oracle Social Network Desktop

Receive and respond to notifications about Oracle Social Network activity

Using Notifications in Oracle Social Network Desktop

View, manage, and switch between the accounts you use to connect to Oracle Social Network Desktop

Managing Your Account in Oracle Social Network Desktop

Configure settings for things like security, notifications, and conferences

Configuring Your Settings for Oracle Social Network Desktop