46 Adding Events to a Portal

Add Events to a portal to allow portal members to view and manage calendar events, including their personal Microsoft Exchange calendar and portal calendars.

Permissions:

To perform the tasks in this chapter, you must be a portal manager or a portal member with the portal-level permissions Manage Security and Configuration or Manage Configuration.

At a minimum, you must have the following permissions:

• Edit Pages (to add the Events task flows to a page)

• Edit Task Flows (to enable calendar overlays)

See About Roles and Permissions for a Portal.

Topics:

• Prerequisites for Events

• About Calendars and Events

• Creating and Managing Portal Event Categories

• Showing Events on a Page in the Home Portal

• Showing Events on the Events Page in a Portal

• Displaying Multiple Calendars in an Events Task Flow

• Adding an Events Page to a Portal

• Adding an Events Task Flow to a Page

• Working with Events Task Flow Properties

Prerequisites for Events

For events to work, the system administrator needs to perform the following task for WebCenter Portal:

• For using personal calendars, install the Microsoft Exchange server components and configure the application for WebCenter Portal. The connection between the two applications must be active. For more information, see Managing Calendar Events in Administering Oracle WebCenter Portal.

See Also:

Troubleshooting Issues with Events in Administering Oracle WebCenter Portal

To make events available in a portal, the portal manager or anyone with Manage Security and Configuration or Manage Configuration permission must perform the following tasks:

• For portal events, if not already enabled during portal creation, enable the Events tool, as described in Enabling and Disabling Tools and Services Available to a Portal.

• Optionally, configure the event categories, as described in Creating and Managing Portal Event Categories.

• Provide access for users to events in any of the following ways:

  • Provide users with the pretty URL to the Events page (see Pretty URLs for Pages in a Specified Portal).

  • Add a page link to the Events page in the portal navigation (see Adding an Events Page to a Portal).

  • Add the Events task flow to a page in the portal (see Adding an Events Task Flow to a Page).

Note:

For information about the events feature and how to use calendaring and events, including subscribing to events, see Working with Calendars and Events in Using Portals in Oracle WebCenter Portal.

About Calendars and Events

Events include appointments, meetings, presentations, and so on. WebCenter Portal provides two kinds of events:

Note:

For events to display, events must be enabled and the Events task flow must be added to a page or the Events page (or console) must be accessible. See the following sections:

• Enabling and Disabling Tools and Services Available to a Portal

• Adding an Events Page to a Portal

• Adding an Events Task Flow to a Page

• Personal events are not related to a specific portal. They could include personal appointments with a doctor or dentist, or lunch with a friend.

  Personal events come from your Microsoft Exchange calendar and display only to you in Events task flows that are located on pages in the Home Portal. See Showing Events on a Page in the Home Portal.

• Portal events are related to a specific portal. They could include weekly meetings, presentations, or a customer visit.

  Portal events display to all members of the portal on the portal's dedicated Events page (which can be exposed by the portal manager) or in any Events task flow that is located on a page in the portal.

  See Also:

  Where to View Events in Using Portals in Oracle WebCenter Portal

  There are two task flows for displaying both personal and portal events:

  • The Events task flow provides a fully featured calendar where, as well as viewing events in a variety of layouts, you can also create and manage events and display events from multiple calendars.

  • The Events - Mini View task flow provides a more compact view of events as a list. You can view upcoming events and edit existing events. You cannot create new events in this task flow. This is useful if you want to provide information about events but do not have enough space on the page for a full calendar.

Creating and Managing Portal Event Categories

Note:

Enable Events, as described in Enabling and Disabling Tools and Services Available to a Portal.

Portal event categories let users group certain events together (for example, team meetings, personal appointments, customer meetings, and so on).

Categories can have any name and an optional color associated with it. If a color is selected, events belonging to the category are displayed in that color on the Events page or in an Events task flow.

To create and manage event categories in a portal:

1. In the portal administration (see Accessing Tools and Services Administration for a Portal), click Tools and Services in the left navigation pane.

   You can also enter the following URL in your browser to navigate directly to the Tools and Services page:

   http://host:port/webcenter/portal/portalName/admin/services

   See Also:

   WebCenter Portal Pretty URLs

   Tip:

   The way you access this page depends on the page template in use. For example, in a side navigation template, you can access it through a Manage menu.

2. On the Tools and Services page, select Events.

   Figure 46-1 Working with Portal Event Categories

   
   Description of "Figure 46-1 Working with Portal Event Categories"
3. Click OK to dismiss the message about giving portal users permissions.
4. To create a new portal event category, click Create .

   Figure 46-2 Creating an Event Category

   
   Description of "Figure 46-2 Creating an Event Category"
5. In the Create Category dialog, enter a Category Name, and select a color for the event category, then click Yes.

   Figure 46-3 Create Category Dialog

   
   Description of "Figure 46-3 Create Category Dialog"

   For information about assigning a category to an event, see Working with Calendars and Events (specifically Scheduling Events ) in Using Portals in Oracle WebCenter Portal.

   The category to which an event belongs also displays when a user hovers the mouse pointer over the event on the Events page or in an Events task flow. Users can also filter the Events page or an Events task flow to display events belonging to one or more specific categories.

   For more information, see Filtering Events by Category in Using Portals in Oracle WebCenter Portal.

6. To edit or delete a portal event category, select the category, then click either Edit or Delete.

   Figure 46-4 Editing or Deleting a Portal Event Category

   
   Description of "Figure 46-4 Editing or Deleting a Portal Event Category"

   For more information see Revising Scheduled Events and Cancelling Scheduled Events in Using Portals in Oracle WebCenter Portal

Showing Events on a Page in the Home Portal

You can maintain a calendar of personal events external to WebCenter Portal that does not relate to specific portals. If you use Microsoft Exchange 2007 (or later) for this calendar, you can include your personal events on a page in the Home portal. This keeps all your calendar information in a single place, here you can view, edit or delete personal events or create new personal events that are pushed to your Exchange calendar.

Note:

You can use calendar overlaying to display portal events alongside personal events on a page in the Home portal, but you cannot push portal events into your Exchange calendar.

For more information about calendar overlaying, see Displaying Multiple Calendars in an Events Task Flow.

To show events on a page in the Home portal:

Note:

Before you can access your personal events in WebCenter Portal, your system administrator must install and create an active connection to the Microsoft Exchange Server. See Managing Calendar Events in Administering Oracle WebCenter Portal.

1. Add a personal page to the Home portal.

   See Creating and Managing Personal Pages in Using Portals in Oracle WebCenter Portal.

2. Edit the page and add the Events task flow.

   See Editing a Personal Page in Using Portals in Oracle WebCenter Portal and Adding an Events Task Flow to a Page.

3. Click Login to Personal Calendar (Figure 46-5).

   In the Home portal, the Events task flow does not initially display the calendar of events from your personal calendar. Instead it displays a link prompting you to Login to Personal Calendar.

   Note:

   If you see the link Try Again instead of Login to Personal Calendar, there is a problem with the connection to the Microsoft Exchange Server. Contact your system administrator.

   Figure 46-5 Events Task Flow in Home Portal Before Logging In (Without Calendar Overlaying)

   
   Description of "Figure 46-5 Events Task Flow in Home Portal Before Logging In (Without Calendar Overlaying)"

   If you do not have a Microsoft Exchange calendar, or do not want to display personal events, but still want to view portal events in the Home portal, you can enable calendar overlaying (see Displaying Multiple Calendars in an Events Task Flow), click Personal Events (Figure 46-6) and then click Continue (Figure 46-7).

   Figure 46-6 Personal Events Link on a Page in the Home Portal

   
   Description of "Figure 46-6 Personal Events Link on a Page in the Home Portal"

   Figure 46-7 Events Task Flow in Home Portal (With Calendar Overlay Enabled)

   
   Description of "Figure 46-7 Events Task Flow in Home Portal (With Calendar Overlay Enabled)"
4. In the External Application Login dialog that appears, enter your Microsoft Exchange login credentials and click OK.

   Note:

   The External Application Login dialog may include additional fields and information, depending on the requirements of the mail service that provides it. For more information about external applications and storing your login credentials in WebCenter Portal, see Providing Login Information for External Applications in Using Portals in Oracle WebCenter Portal.

   Your personal calendar is displayed (Figure 46-8).

   Figure 46-8 Personal Calendar

   
   Description of "Figure 46-8 Personal Calendar"

   If you decide not to show the Events page later, see Showing or Hiding a Page in the Portal Navigation.

   If you want members to be able to access their personal calendars, you must give them access to the page. See Setting Page Security.

Showing Events on the Events Page in a Portal

Showing Events on a Page in the Home Portal describes how you can add the Events task flow to a page in the Home portal to display your personal Exchange calendar. This section describes viewing events on the Events page or console. In every portal where events is enabled, portal events display on the Events page. However, the Events page (or console) will not display by default. You will need to provide navigation by giving users access to the page through a pretty URL or by adding an Events page to the portal. See Adding an Events Page to a Portal.

Note:

The Home portal does not show the Events page by default, but users can expose it in their view using the Show Page option on the Personalize Pages page. See Showing or Hiding Pages in Your View of the Home Portal in Using Portals in Oracle WebCenter Portal.

Figure 46-9 shows the Events task flow on the Events page (or console).

Figure 46-9 Events Task Flow on the Events Page

Description of "Figure 46-9 Events Task Flow on the Events Page"

You can also add the Events task flow to another page in your portal, as described in Adding an Events Task Flow to a Page.

Displaying Multiple Calendars in an Events Task Flow

In addition to displaying your personal events in the Home portal, you can also display events from multiple portals in an Events task flow. This is referred to as calendar overlaying. In this way, you can have all your important events available in one location, the Home portal, rather than having to go to multiple portals to manage your daily schedule.

The events from each calendar are displayed in a different color to help identify the source of the event, if you created categories at the time you enabled events (see Creating and Managing Portal Event Categories). If you are overlaying calendars on a page in the Home portal or on a portal page, category colors are used only for events from the current portal. All events from overlaid calendars are displayed in the color defined for that portal if the events do not have categories. But if the overlaid calendars have event categories, then the events with category will be shown for the calendars from other portals, provided the portal in which overlay is enabled has that same category.

Note:

Calendar overlaying is available only in Events task flows. A portal's Events page or console displays events from the current portal only. For the Events task flow to display, the Events task flow must be added to a page in the Home portal. See Adding an Events Task Flow to a Page.

This section includes the following subsections:

• Enabling Calendar Overlaying

• Displaying Additional Calendars

Enabling Calendar Overlaying

To enable calendar overlaying on a page:

1. Open the page containing the Events task flow in the page editor (see Opening a Page in the Page Editor).
2. In the task flow toolbar, click the View Actions menu and select Parameters.
3. In the Parameters dialog, from the Calendar Overlay Style drop-down, select:

   • None if you do not want to use calendar overlays.

   • Mini to use a compact view of the calendar overlay. This takes up less space on the page, but it might not be immediately obvious how to work with the overlays. Use this option if space is very limited on the page, or when your users have become familiar with calendar overlays and how to use them. Mini style is available only with Day and List view, not Week or Month.

   • Full to use a detailed calendar overlay. Use this option if space is not an issue on the page and to provide a richer user interface.

   Figure 46-10 Calendar Overlay Style Events Property

   
   Description of "Figure 46-10 Calendar Overlay Style Events Property"
4. Click OK to save your changes and exit the Parameters dialog.
5. Click Save at the top left of the page editor toolbar to save your changes.

   The Events task flow now includes an area to the left of the calendar where you can choose other calendars to display in the task flow.

   If you selected the Full option for the Calendar Overlay Style, the calendar overlay area includes text as well as icons and also includes a date picker to help you easily move around your calendar.

   Figure 46-11 shows the Events task flow on a page in the Home portal, with full calendar overlay.

   Figure 46-11 Events Task Flow with Full Calendar Overlay Area

   
   Description of "Figure 46-11 Events Task Flow with Full Calendar Overlay Area"

   If you selected the Mini option for the Calendar Overlay Style, the calendar overlay area is much smaller, displaying the day view only (Figure 46-12).

   Figure 46-12 Events Task Flow with Mini Calendar Overlay Area

   
   Description of "Figure 46-12 Events Task Flow with Mini Calendar Overlay Area"

   Note:

   If you have not yet set up and logged in to your personal calendar, click Personal Events and then click the Continue link to display the portal calendar in the task flow (Figure 46-7).

Displaying Additional Calendars

When the calendar overlaying feature is enabled (see Enabling Calendar Overlaying), users can display as many calendars as they want in the Events task flow. Each calendar's events are displayed in a different color to make it easier to distinguish which calendar it belongs to.

To display additional calendars:

1. Go to the Home portal or the appropriate portal and locate the page that contains the Events task flow.

   Note:

   Additional calendars are not available on the Events page.

2. In the calendar overlay area of the Events task flow, click the Add Calendar icon (Figure 46-13).

   Figure 46-13 Add Calendar Icon

   
   Description of "Figure 46-13 Add Calendar Icon"
3. In the Add Calendar dialog (Figure 46-14), select the portal that has the calendar that you want to display in the task flow.

   You can select multiple portals.

   Figure 46-14 Add Calendar Dialog

   
   Description of "Figure 46-14 Add Calendar Dialog"
4. Click Add Calendar.

   The calendar overlay area now includes the selected portals on the left.

5. Select the check box next to each portal whose calendar you want to view.

   The events from each portal are displayed in a different color (Figure 46-15).

   Figure 46-15 Events From Multiple Calendars

   
   Description of "Figure 46-15 Events From Multiple Calendars"

Adding an Events Page to a Portal

To provide navigation to the Events page in a portal, you can add a page link to the portal navigation, as described in Adding an Existing Page to the Portal Navigation.

Note:

The Events page (or console) is not automatically exposed when the tool is enabled or when the portal is created. However, if the portal template exposes the Events page, the portal that is created from the template will also automatically expose this page.

Adding an Events Task Flow to a Page

For the steps to add an events task flow to a page, see Adding a Component to a Page.

Tip:

The presence or location of the Events task flows in the resource catalog depends on how the resource catalog is configured. For example, in the default resource catalog, the Tags task flows are included under the Social and Communication folder.

For more information about the Events task flows, see About Calendars and Events.

Figure 46-16 shows the Events task flow on a page in the Home portal.

Figure 46-16 Events Task Flow with Full Calendar Overlay Area

Description of "Figure 46-16 Events Task Flow with Full Calendar Overlay Area"

Users with Edit privileges can access the task flow's Component Properties dialog in the page editor (see Working with Events Task Flow Properties).

Working with Events Task Flow Properties

The Events task flows have associated properties, which users with sufficient privileges can access through the task flow's View Actions menu. For example, select Parameters to display the Parameters dialog (Figure 46-17).

Figure 46-17 Events Task Flow Component Properties

Description of "Figure 46-17 Events Task Flow Component Properties"

See Also:

Setting Properties on a Component

The following sections provide information about properties of the Events task flows and describe the task flow parameter:

• Setting Events Task Flow Properties

• Events Task Flow Parameters

• Events - Mini View Task Flow Parameters

Setting Events Task Flow Properties

In the page editor, selecting any component exposes a View Actions menu (Figure 46-18), which provides access to the component’s properties: Parameters, Access, Display Options, Style, and Content Style.

Figure 46-18 View Actions Menu on an Events Task Flow

To set Events task flow properties:

1. Open the page that contains the task flow in the page editor (see Opening a Page in the Page Editor).
2. Select the task flow, then click the View Actions menu and select the properties you want to set:

   • Parameters control the default task flow content. For descriptions of each parameter, seeEvents Task Flow Parameters and Events - Mini View Task Flow Parameters. Parameters can be wired to events, and can be used facilitate the wiring of the task flow to page parameters and page definition variables. For more information, see Wiring Pages and Components.

   • Access settings show or hide the component to specific roles, users, or groups. For more information, see Setting Component Access.

   • The Display Options, Style, and Content Style properties affect the appearance and behavior of the task flow for all users. These properties are common to all task flows. For more information, see Modifying Component Properties.

3. Save your changes.

Events Task Flow Parameters

Table 46-1 describes the parameters that are unique to the Events task flow.

Table 46-1 Events Task Flow Parameters

Parameter	Description
Calendar Overlay Style	Whether calendar overlay is enabled. Valid values are: Empty (default): No calendar overlay None: No calendar overlay Mini: Calendar overlay is enabled in Mini mode, which takes up less screen space Full: Calendar overlay is enabled in Full mode
Calendar Style Class	The name of the custom style class you want to apply to the calendar component.
Customization ID	A unique identifier for event view customization. Customization ID assists with maintaining the association of this task flow instance with its customization and personalization settings. This value is set automatically. Do not edit this value.
Default Current Date	The default current date on the calendar. Valid values are: Empty (default): The current date (that is, today's date) Any date using the format mm/dd/yyyy
Disable Personalize and Customize	A check box to determine whether users can personalize or customize the task flow. If not selected, users can personalize and customize the task flow.
Group Space	The name of the portal that is the source of listed events. Valid values are: Empty: Task flow displays events for the current portal (that is, the portal in which it is placed) Any portal display name: Task flow displays events for the named portal The portal display name is available on the General page in the portal administration settings.
Maximum Calendars	The maximum number of calendars that a user can add to the task flow. When the maximum is reached, the Add Calendar icon no longer appears in the task flow. Default value: 20
Maximum Enabled Calendars	The maximum number of calendars that a user can display simultaneously. This value must not be greater than the value specified for Maximum Calendars. Default value: The same value as that specified for Maximum Calendars

Events - Mini View Task Flow Parameters

Table 46-2 describes the parameters that are unique to the Events - Mini View task flow.

Table 46-2 Events - Mini View Task Flow Parameters

Property	Description
Calendar Toolbox Layout	Custom calendar toolbox layout. The value is passed to the ADF calendar component as a toolboxLayout attribute.
Customization ID	A unique identifier for event view customization. Customization ID assists with maintaining the association of this task flow instance with its customization and personalization settings. This value is set automatically. Do not edit this value.
Event Text Length	The maximum number of characters of the event title to display in Mini view. Leave blank or enter 0 if you do not want the event title to be truncated. Default value: 18
List Events in Number of Upcoming Days	The number of days for which to list upcoming events. Default value: 30
Number of Events Per Page	The number of events to display at one time. Default value: 5
Using ADF Calendar Component	A check box to select determine whether to use the ADF Calendar UI Component or a simple list with page flow.