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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New?
System Requirements and Specifications
New and Changed Features for 11
g
Release 1 (11.1.1.9.0)
New and Changed Features for 11
g
Release 1 (11.1.1.8.3)
New and Changed Features for 11
g
Release 1 (11.1.1.8.0)
Who's Who
Knowledge Worker
Application Specialist
Web Developer
Developer
System Administrator
Part I Getting Started
1
Introduction to WebCenter Portal
1.1
About This Guide
1.2
WebCenter Portal Concepts
1.2.1
What Is a Portal?
1.2.2
What Is the Home Portal?
1.2.3
What Are Pages?
1.2.4
What Are Portal Components?
1.2.5
What Are Portal Tools and Services?
1.3
Basic WebCenter Portal Tasks
1.3.1
Getting Started
1.3.2
Working with Portals and Pages
1.3.3
Connecting and Collaborating with Other Users
1.3.4
Working with Documents
1.3.5
Staying Informed
1.3.6
Staying Organized
2
Exploring WebCenter Portal
2.1
Registering Yourself with WebCenter Portal
2.2
Working In the Home Portal
2.3
Searching WebCenter Portal
2.4
Saving Favorite Web Pages
2.5
Setting Preferences
2.6
Working with Your Profile
2.7
Accessing WebCenter Portal Online Help
3
Searching for Information
3.1
About Searching in WebCenter Portal
3.1.1
Running Various Search Environments
3.2
Searching with Oracle SES 11.2.2.2
3.2.1
Running a Global Search
3.2.2
Running Faceted Searches to Narrow Results
3.2.3
Running Filtered Searches to Narrow Results
3.2.4
Running Sorted Searches to Narrow Results
3.3
Searching with Oracle SES 11.1.2.*
3.3.1
Running a Global Search
3.3.2
Using Refiners to Narrow Search Results
3.3.3
Saving Searches
3.3.4
Setting Individual Preferences for Search Results
3.4
Limitations with Search
4
Managing Your Favorites
4.1
About Favorites
4.2
Accessing Your Favorites
4.3
Adding Favorites
4.4
Adding Favorites Folders
4.5
Managing Favorites in Preferences
4.5.1
Adding a Favorite Using the Manage Favorites Page
4.5.2
Adding a Favorites Folder Using the Manage Favorites Page
4.5.3
Editing Favorites and Favorites Folders
4.5.4
Rearranging Favorites and Favorites Folders
4.5.5
Searching for Favorites
4.5.6
Deleting Favorites and Favorites Folders
5
Setting Your Personal Preferences
5.1
Accessing the Preferences Page
5.2
Setting Your Preferred Display Language
5.3
Setting Date and Time Preferences
5.4
Setting Your Accessibility Options
5.4.1
About Application Accessibility Options
5.4.2
Applying Accessibility Options
5.5
Changing the Look and Feel of Your View
5.6
Changing Your Application Password
5.7
Providing Login Information for External Applications
6
Managing Your Profile
6.1
About Profiles
6.2
Viewing a Profile
6.2.1
Profile Popup
6.2.2
Profile Page
6.2.3
Organization View
6.2.4
Profile
6.2.5
Profile Gallery
6.2.6
Profile Snapshot
6.3
Editing Your Profile
6.3.1
Uploading and Updating a Personal Profile Picture
6.4
Setting Profile Preferences
7
Using WebCenter Portal Impersonation
7.1
About WebCenter Portal Impersonation
7.2
Allowing an Impersonation Session
7.3
Initiating an Impersonation Session
7.3.1
Initiating an Impersonation Session Using the Impersonation Preferences Screen
7.3.2
Initiating an Impersonation Session Using a Hot Key
7.4
Troubleshooting
7.4.1
Clicking Switch User Produces an Error
7.4.2
Clicking Stop Impersonation Produces an Error
Part II Working with Portals and Pages
8
Working In the Home Portal
8.1
About the Home Portal
8.2
Accessing the Home Portal
8.3
Pages in the Home Portal
8.4
What You Can Do In the Home Portal
9
Creating and Managing Personal Pages
9.1
About Personal Pages
9.2
Opening a Page in the Home Portal
9.3
Creating a Personal Page in the Home Portal
9.3.1
Setting Page Creation Defaults for Personal Pages
9.3.2
Creating a Personal Page
9.4
Managing Your Personal Pages
9.5
Editing a Personal Page
9.6
Setting Security for a Personal Page
9.6.1
Accessing Personal Page Security Using the Page Properties Dialog
9.6.2
Accessing Personal Page Security Using the Set Page Access Dialog
9.6.3
Setting Personal Page Security
9.7
Showing or Hiding Pages in Your View of the Home Portal
9.8
Rearranging Page Order in the Home Portal
9.9
Customizing Your View of a Page in the Home Portal
9.9.1
About User Customizations on a Page
9.9.2
Rearranging Page Content
9.9.3
Removing Components from Your View of a Page
9.9.4
Resizing Components
9.9.5
Collapsing and Expanding Components
9.10
Resetting All of Your User Customizations from a Personal Page
9.11
Copying a Personal Page
9.12
Renaming a Personal Page
9.13
Sending Mail with a Link to a Personal Page
9.14
Viewing Information About a Personal Page
9.15
Deleting a Personal Page
10
Exploring Portals
10.1
About Portals
10.2
What Does a Portal Look Like?
10.3
Interacting with Portals Before Logging In (Public User)
10.4
Viewing and Accessing Available Portals
10.5
Sending Mail to Portal Members or Moderators
10.6
Viewing Information About a Portal
10.7
Viewing Portals Similar to the Current Portal
10.8
Publishing the Link to a Portal
10.9
Searching for a Portal
10.10
Joining a Portal
10.10.1
Joining a Portal (Registered WebCenter Portal User)
10.10.2
Joining a Portal (Unregistered WebCenter Portal User)
10.11
Searching in a Portal
10.12
Working with Pages in a Portal
10.12.1
Showing or Hiding Pages in Your View of a Portal
10.12.2
Opening a Page in a Portal
10.12.3
Customizing Your View of a Page in a Portal
10.12.4
Resetting All of Your User Customizations on a Page in a Portal
10.12.5
Exposing a Portal Page in Your View of the Home Portal
10.12.6
Sending Mail with a Link to a Page in a Portal
10.12.7
Creating, Editing, and Managing a Page in a Portal
10.13
Changing Your Role in a Portal
10.14
Cancelling Your Portal Membership
Part III Connecting and Collaborating with Other Users
11
Managing Your Contacts
11.1
About Connections
11.2
Setting Connections Preferences
11.3
Viewing Another User's Profile
11.4
Viewing Connections
11.4.1
Viewing Your Connections
11.4.2
Searching Through Your Connections
11.5
Adding Contacts
11.5.1
Inviting Others to Connect
11.5.2
Viewing Invitations to Connect
11.5.3
Responding to Invitations to Be a Connection
11.6
Removing Contacts
11.7
Creating and Managing Groups of Contacts
11.7.1
Creating a Connections List
11.7.2
Adding a Connection to a List
11.7.3
Removing a Connection from a List
11.7.4
Deleting a Connections List
12
Using Instant Messaging and Presence Viewer
12.1
About Instant Messaging and Presence
12.2
Identifying Your Preferred Instant Messaging Provider
12.3
Configuring Network Presence
12.4
Working with IMP Features
12.4.1
Viewing the Status of Other Users
12.4.2
Sending a Mail Message from the Presence Icon Menu
12.4.3
Sending an Instant Message from the Presence Icon Menu
13
Sending and Viewing Mail
13.1
About the Send Mail Feature
13.1.1
Configuring the Send Mail Feature
13.2
About Mail in WebCenter Portal
13.3
Selecting Your Preferred Mail Connection
13.4
Working with Mail
13.4.1
Logging in to Mail
13.4.2
Personalizing Your View of Mail
13.4.3
Opening Mail Messages
13.4.4
Downloading Mail Attachments
13.4.5
Composing and Sending Mail Messages
13.4.6
Sending Mail with Attachments
13.4.7
Removing Attachments from the Add Attachment Window
13.4.8
Replying To and Forwarding Mail
13.4.9
Refreshing Mail
13.4.10
Deleting Mail
14
Working with Feedback and the Message Board
14.1
About Feedback
14.2
Setting Feedback Preferences
14.3
Viewing Feedback
14.3.1
Viewing Feedback You Have Posted or Received
14.3.2
Sorting and Filtering Feedback Posts
14.3.3
Hiding Feedback in Your Own View
14.3.4
Showing Hidden Feedback
14.3.5
Marking Feedback Received as Private
14.4
Posting Feedback
14.5
Deleting Feedback
14.6
About Messages
14.7
Setting Message Preferences
14.8
Viewing Messages
14.8.1
Viewing Messages Others Have Left for You
14.8.2
Viewing Messages Others Have Received
14.8.3
Viewing Messages Sent to a Selected Portal
14.8.4
Sorting and Filtering Message Board Messages
14.8.5
Hiding Messages in Your View of Message Board
14.8.6
Showing Hidden Messages
14.9
Posting Messages
14.9.1
Posting a Message Through Message Board
14.9.2
Posting a Private Message
14.9.3
Sharing a Private Message
14.10
Editing Messages
14.11
Deleting Messages
14.12
Enabling Other Users to Post Feedback and Messages for You
15
Liking, Commenting On, and Sharing Items in WebCenter Portal
15.1
About Liking Items in WebCenter Portal
15.2
Liking Items
15.3
About Commenting on Items in WebCenter Portal
15.4
Commenting on Items
15.5
About Sharing Items in WebCenter Portal
15.6
Sharing Streamed Items with a Wider Audience
15.6.1
Reposting Streamed Items
15.6.2
Emailing Streamed Items
15.7
Sharing Messages, Files, and URLs
15.7.1
About Publisher
15.7.2
Publishing a Message
15.7.3
Sharing Files Through Publisher
15.7.4
Sharing URLs (Links) Through Publisher
15.7.5
Deleting a Published Message
16
Viewing and Participating in Discussions
16.1
About Discussions
16.2
Working with Discussions
16.2.1
Creating and Managing Forum Topics and Replies
16.2.2
Watching Forums and Topics
16.2.3
Showing and Hiding Additional Discussion Forum Information
16.2.4
Sending Mail from Discussion Topics
17
Working with Wikis
17.1
About Wikis
17.2
Creating a Wiki
17.2.1
Creating a Wiki Document Using the New Wiki Document Action
17.2.2
Creating a Wiki Using the Wiki Page Style
17.2.3
Creating a Wiki Document Within a Wiki Page
17.3
Editing a Wiki
17.4
Exposing an Existing Wiki Document in the Portal Navigation
17.4.1
Exposing an Existing Wiki Document as a Wiki Page
17.4.2
Exposing an Existing Wiki Document Using Content Presenter
17.5
Managing Wiki Documents
18
Working with Blogs
18.1
About Blogs
18.2
Understanding the Blog Page Style
18.3
Creating a Blog Using the Blog Page Style
18.4
Subscribing to a Blog
18.5
Working with Blog Posts
18.5.1
About Blog Posts
18.5.2
Creating a Blog Post
18.5.3
Viewing a Blog Post
18.5.4
Editing a Blog Post
18.5.5
Deleting a Blog Post
18.5.6
Managing Blog Posts
Part IV Working with Documents
19
Creating and Managing Documents
19.1
About Creating and Managing Documents in WebCenter Portal
19.1.1
About the Document Explorer
19.1.2
About the Document Manager
19.1.3
About the Folder Viewer
19.1.4
About the Document Viewer
19.2
Actions for Working with Folders and Files
19.2.1
Folder and File Actions in List Viewers
19.2.2
File and Folder Actions in the Document Viewer
19.3
Personalizing Your View of Documents
19.3.1
Hiding and Showing Columns
19.3.2
Reordering Columns
19.3.3
Sorting Files and Folders
19.4
Creating a Folder
19.5
Creating a File
19.5.1
Uploading Files
19.5.2
Creating a Wiki Document
19.6
Opening a Folder or File
19.6.1
Opening a Folder
19.6.2
Opening a File
19.6.3
Opening or Saving PDF Files
19.7
Using the Rich Text Editor (RTE)
19.7.1
About the Rich Text Editor Tabbed Panes
19.7.2
About the Rich Text Editor Toolbar
19.7.3
Working with Tables in the Rich Text Editor
19.7.4
Using the Keyboard in the Rich Text Editor
19.8
Editing or Updating a File
19.8.1
Checking a File Out
19.8.2
Cancelling a Checked Out Status
19.8.3
Downloading a File
19.8.4
Editing Files In-Place
19.8.5
Uploading a New Version of an Existing File
19.9
Renaming a Folder or File
19.9.1
Renaming a Folder or File Using a Menu
19.9.2
Renaming a File and Revising Its Description Through Properties
19.10
Copying and Pasting Folders and Files
19.11
Moving Folders and Files
19.12
Deleting Folders and Files
19.13
Refreshing Folder Contents
19.14
Hiding and Showing Folders
19.15
Managing Tags on Files
19.16
Viewing and Deleting File Version History
19.17
Working with Folder and File Properties
19.17.1
Working with Folder Properties
19.17.2
Working with File Properties
19.18
Managing Document Links
19.19
Viewing Document Recommendations
19.20
Opening or Saving PDF Files
19.21
Sharing the URL for a Folder or File
19.21.1
Retrieving the URL for a Folder or File
19.21.2
Mailing the URL for a Folder or File
19.21.3
Publishing the URL for a File to Activity Streams
19.22
Setting Security Options on a Folder or File
19.23
Subscribing to a File
19.24
Liking a File
19.25
Adding a Folder or File to Your Favorites
19.26
Searching for Documents
19.26.1
Running a Basic Document Search
19.26.2
Running an Advanced Document Search
19.27
Working with Workflow-Enabled Content
20
Collaborating on Documents
20.1
Collaborating on Documents Using the Documents Page and Documents Viewers
20.2
Collaborating on Documents through Workflows
20.3
Collaborating on Documents Using Oracle AutoVue
21
Working with Microsoft Office and Explorer Integration
21.1
About Microsoft Office and Explorer Integration
21.1.1
Understanding Microsoft Office Word, PowerPoint, and Excel Integration
21.1.2
Understanding Microsoft Windows Explorer Integration
21.2
Configuring Microsoft Office Integration with WebCenter Portal
21.3
Working with Microsoft Word, PowerPoint, and Excel Integration
21.3.1
Creating a Portal from a Microsoft Office Document
21.3.2
Opening and Editing a File
21.3.3
Displaying and Hiding the Microsoft Office Task Pane
21.3.4
Working with the Microsoft Office Task Pane
21.3.5
Closing a File
21.4
Working with Microsoft Windows Explorer Integration
21.4.1
Adding a Portal as a Network Place
21.4.2
Working with Files Using Windows Explorer
Part V Staying Informed
22
Getting Notified When Things Change
22.1
About Subscriptions and Notifications
22.2
Establishing and Managing Your Messaging Channels and Filters
22.2.1
Accessing Messaging Configuration Settings
22.2.2
Establishing a Messaging Channel
22.2.3
Editing a Messaging Channel
22.2.4
Deleting a Messaging Channel
22.2.5
Creating and Applying Messaging Filters
22.2.6
Editing Messaging Filters
22.2.7
Deleting Messaging Filters
22.3
Subscribing to the Application, to Portals, and to Objects
22.3.1
Setting Application-Level Subscriptions
22.3.2
Setting Portal-Level Subscriptions
22.3.3
Setting Object-Level Subscriptions
22.4
Viewing and Cancelling Your Subscriptions
22.4.1
Viewing and Cancelling Application-Level Subscriptions
22.4.2
Viewing and Cancelling Portal- and Object-Level Subscriptions
23
Exploring Recommendations and Content
23.1
About Recommendations and Content
23.2
Working with Connection Recommendations
23.2.1
Learning More About a Recommended Connection
23.2.2
Inviting a Recommended Connection to Connect with You
23.2.3
Removing a User from Your Recommended Connections
23.2.4
Setting the Number of Users to Display in Recommended Connections
23.2.5
Controlling Which Users to Include in Recommended Connections
23.3
Working with Similar Portals
23.3.1
Learning More About a Suggested Portal
23.3.2
Joining a Suggested Portal
23.3.3
Removing a Portal from the Suggested Portals
23.3.4
Setting the Number of Portals to Display in the Similar Portals
23.3.5
Controlling Which Portals to Include in the Similar Portals
23.4
Working with Similar Items
23.4.1
Populating the Similar Items
23.4.2
Viewing a Suggested Item
23.4.3
Removing an Item from Similar Items
23.4.4
Setting the Number of Items to Display in the Similar Items
23.4.5
Controlling Which Items to Include in Similar Items
23.5
Working with Top Items
23.5.1
Setting the Number of Items to Display in the Top Items
23.5.2
Controlling Which Items to Include in Top Items
23.6
Working with Top Contributions
23.6.1
Setting the Number of Users to Display in Top Contributions
23.6.2
Controlling Which Items to Include in Top Contributions
24
Tracking Portal Activities
24.1
Comparison of Activity Stream and Recent Activities
24.2
About the Activity Stream
24.3
Setting Activity Stream Preferences
24.4
Working with the Activity Stream
24.4.1
Selecting the People to Stream in an Activity Stream Instance
24.4.2
Selecting the Portals to Stream in an Activity Stream Viewer
24.4.3
Selecting the Categories to Stream in an Activity Stream Viewer
24.4.4
Hiding and Showing the Activities of a Selected User
24.4.5
Hiding and Showing the Activities of a Selected Portal
24.4.6
Liking and Commenting On Activity Stream Items
24.4.7
Sharing Files and other Objects Through an Activity Stream Item
24.5
About Recent Activities
24.6
Working with Recent Activities
24.6.1
Personalizing the Recent Activities Viewer
24.6.2
Accessing Recently Acted-On Items
24.6.3
Refreshing the Recent Activities Viewer
25
Working with Announcements
25.1
About Announcements
25.2
Working with Announcements
25.2.1
Working with Announcements
25.2.2
Working with the Announcements - Quick View
25.2.3
Sending Mail from an Announcement
25.2.4
Linking Announcements
25.2.5
Subscribing to Announcements Using RSS
26
Working with Polls
26.1
Taking Polls
26.2
Viewing Poll Results
27
Monitoring RSS Feeds
27.1
About RSS
27.1.1
RSS Icon
27.1.2
RSS Manager
27.1.3
RSS View
27.2
Obtaining Tool News Feeds
27.2.1
Obtaining the Recent Activities News Feed
27.2.2
Obtaining the Discussion Forums News Feed
27.2.3
Obtaining List News Feeds
27.2.4
Obtaining the Announcements News Feed
27.3
Refreshing RSS
27.4
Removing RSS Feeds
28
Exploring Your Worklists
28.1
About Worklists
28.2
Working with Worklists
28.2.1
Viewing and Responding to Worklist Items
28.2.2
Arranging Your Display of Worklist Items
28.2.3
Refreshing Worklists
Part VI Staying Organized
29
Working with Calendars and Events
29.1
About Events
29.1.1
Calendar Overlaying
29.1.2
Where to View Events
29.1.3
Integration with Other Features
29.2
Working with Events
29.2.1
Accessing Your Personal Events
29.2.2
Viewing Events
29.2.3
Scheduling Events
29.2.4
Revising Scheduled Events
29.2.5
Cancelling Scheduled Events
29.2.6
Displaying Multiple Calendars Together
29.2.7
Subscribing to Events
30
Managing Your Notes
30.1
About Notes
30.2
Working with Notes
30.2.1
Creating a Note
30.2.2
Filtering and Clearing Filters Notes
30.2.3
Editing Note Details
30.2.4
Refreshing Your View of Notes
30.2.5
Deleting Notes
30.2.6
Linking Notes
31
Working with Lists
31.1
About Lists
31.2
Working with Lists Features
31.2.1
Viewing Lists
31.2.2
Creating and Managing Lists
31.2.3
Adding and Managing List Data
31.2.4
Customizing Lists
31.2.5
Sending a Link to a List to Other Users
31.2.6
Exporting a List and Importing a List from an Excel Spreadsheet
32
Linking Information in WebCenter Portal
32.1
About Links
32.2
Working with Links Features
32.2.1
Linking to Existing Assets
32.2.2
Linking to New Assets
32.2.3
Accessing Link Targets
32.2.4
Deleting a Link
32.2.5
Linking in the Rich Text Editor
33
Working with Tags
33.1
About Tags
33.2
About the Tag Center
33.3
Using and Managing Tags
33.3.1
Tagging Portal Pages
33.3.2
Tagging Documents
33.3.3
Viewing Tags in Search Results
33.3.4
Working with Tags in the Tag Center
33.3.5
Working with Tags in the Tags View
33.3.6
Working with the Tag Cloud and Tag Cloud Related Resources Views
33.3.7
Working with the Similarly Tagged Items View
Scripting on this page enhances content navigation, but does not change the content in any way.