After an application specialist or portal manager has added the Content Manager task flow to a page, end users can work with libraries and add and manage folders and files.
For an overview of the different options available in WebCenter Portal for working with portal content and adding content to a portal, see Introduction to Working with Content in a Portal.
This chapter includes the following topics:
To perform the tasks in this chapter, you must be a portal manager or a portal member with the following portal-level permissions:
Basic Services: Edit Page Access, Structure, and Content or
Basic Services: Edit Page Access and Structure
Basic Services: View Pages and Content
Documents: Create and Edit Documents
Documents: View Documents
Pages: Edit Pages
Documents: Create and Edit Documents
Documents: View Documents
For more information about permissions, see About Roles and Permissions for a Portal.
The Content Manager task flow enables you to work with libraries, folders, and files in the Content Server repository. It offers an easy and intuitive user interface with sophisticated searching capabilities. For information about the Content Manager interface and the features it offers, see Adding and Managing Documents in Using Oracle WebCenter Portal.
The Documents page in a portal and in the Home portal exposes the Content Manager task flow. You can access the Documents page by using the following syntax:
http://host:port/webcenter/portal_name/page_name/Documents. The Documents page is not enabled in a portal by default. For information about enabling the Documents page in a portal, see Adding an Existing Page to the Portal Navigation.
You can also choose to add one or more instances of the Content Manager task flow to pages in your portal.
You can configure the Content Manager task flow to present a customized view to users, rather than the default view listing the folders and files. A customized view of the Content Manager task flow is called a pin. A pin is specific to an instance of the Content Manager task flow on a page, and is stored in the page definition. Whenever the page is rendered, it shows the pin, rather than the default view.
To be able to work the Content Manager task flow, ensure the Documents tool for the portal is enabled. If the Documents tool is not enabled in a portal, adding the Content Manager task flow to a page does not auto-populate the task flow with folders and files. If the Documents tool is enabled in a portal template and you create a portal based on that template, the Documents tool is also enabled in the new portal upon creation.
WebCenter Portal handles any necessary configuration with the back-end server at first use, not at portal creation. This is known as "lazy provisioning" and speeds the successful creation of a new portal by deferring the provisioning of tools until they are first used. Alternately, you can manually enable tools such as the Documents tool in a portal; in this case, WebCenter Portal immediately handles any necessary configuration with the back-end server.
For the Content Manager task flow to be available, ensure the following prerequisites are in place:
Content Server is configured and all required components are enabled as described in Managing Connections to Oracle WebCenter Content Server in Administering Oracle WebCenter Portal.
A Content Server connection is available for WebCenter Portal.
Documents tool is enabled in the portal in which you want to add the Content Manager task flow. For information, see Enabling and Disabling Tools and Services Available to a Portal.
To add the Content Manager task flow to a page:
The presence or location of the section of the resource catalog that provides access to folders and files in the connected content repository depends on how the resource catalog is configured. In the default resource catalog, content selections are available under the Content Management section.
If the Documents tool is enabled in a portal, by default the Content Manager task flow displays the content of the root folder of the current portal. If the Documents tool is not enabled, the Content Manager task flow is added to the page and the following message is shown in the task flow.
Documents tool disabled.
Enable the Documents tool in Tools and Services, or contact the portal manager.
For information about enabling the Documents tool, see Enabling and Disabling Tools and Services Available to a Portal.
You can configure the Content Manager task flow to present a customized view to users, rather than the default view listing folders and files from the current portal’s root folder.
To configure the Content Manager task flow to display a customized, pinned content view:
You can choose to view the search results as a list, thumbnails, or table. Further, you can customize the task flow to show items from the following categories: Belonging to you, Favorited by you, Followed by you, or Checked out by you. For information about the other properties that you can configure, see Creating and Managing Documents in Using Oracle WebCenter Portal.
Note:When you create a portal, the portal’s enterprise library is attributed to the user who created the Content Server connection. While defining the custom view for the Content Manager task flow if you set the
Created By Youfilter, it will not show the libraries that you created as a portal manager through portal provisioning or portal creation. This filter will continue to show the folders or files you created, and the enterprise libraries that you created directly instead of those created implicitly through portal provisioning.
You can navigate to the view mode of the page to see the pinned view.
Figure 36-1 Creating a Customized View Using Content Manager Filters
The Content Manager task flow has associated properties, which users with sufficient privileges can access through the task flow's View Actions menu. For example, you select Parameters from the View Actions menu to set parameters in the Parameters dialog (Figure 36-2).
Figure 36-2 Content Manager Parameters
The following sections provide information about properties and parameters of the Content Manager task flow.
The View Actions menu (Figure 36-3) in the toolbar of the Content Manager task flow in the page editor provides access to the following properties dialogs: Parameters, Access, Display Options, Style, and Content Style.
Figure 36-3 Content Manager Properties
To set the Content Manager task flow component properties:
Parameters control the default task flow content. For descriptions of each parameter, see Table 36-1. Parameters can be wired to events, and can be used to facilitate the wiring of the task flow to page parameters and page definition variables. For more information, see Wiring Pages and Components.
Note:If you use page parameter wiring, to ensure the Content Manager task flow displays the content correctly you need to edit the page definition of the page containing the task flow. In the page source code (Viewing and Modifying Page Source Code), on the PageDef tab, change the Content Manager task flow's refresh condition from
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.
The Parameters and Display Options dialogs provide access to an Expression Language (EL) editor, which you can use to select or specify a variable value instead of a constant value. Click the icon next to a property, then select Expression Builder to open the editor.
When you enter EL in the Display Options dialog, the parser reports an error only if it detects invalid syntax, such as a missing closing bracket. Validation is performed only on syntax, not on the expression value. Generic Display Options are those cataloged in Table 10-1.
EL validation is not performed on non-generic display options.
If you need EL assistance, an application developer can provide an EL expression; see Expression Language Expressions in Developing WebCenter Portal Assets and Custom Components with Oracle JDeveloper.
On the View Actions menu, the Add to Catalog action adds the task flow to a resource catalog, and the Delete Content Manager action removes the task flow from the page.
Table 36-1 describes the parameters that are unique to the Content Manager task flow.
Table 36-1 Content Manager Task Flow Parameters
Filter to show the items that are authored by the current user. The supported values are
Filter to indicate whether to list folders or files. The supported values are
Filter to show the items that are checked out by the current user. The supported values are
Filter to show the items that are favorited by the current user. The supported values are
Filter to show the items that are followed by the current user. The supported values are
Oracle recommends that you do not modify the Pin Data parameter. The value for this parameter is set when you configure the pin.
The name of the folder to be used as the root folder in the task flow content. Default is the root folder of the content repository for the current portal. Use the Search icon to locate the required folder.
When you specify the Start Folder Path and if Pin Data value is present, the Pin Data value is used to render the view of the task flow.