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Contents
Title and Copyright Information
Preface
Audience
Related Documents
Conventions
Who's Who
Knowledge Worker
Application Specialist
Web Developer
Developer
System Administrator
Part I Getting Started
1
Introduction to Building Portals with WebCenter Portal
1.1
About This Guide
1.2
Where Do I Start?
1.3
Building Portals Concepts
1.3.1
What Is a Portal?
1.3.1.1
Internal Company Portals (Intranet)
1.3.1.1.1
Team Collaboration Portals
1.3.1.2
External Portals (Extranet)
1.3.2
What Is the Home Portal?
1.3.3
What Is Portal Composer?
1.3.4
What Is a Portal Template?
1.3.5
What Is the Portal Server?
1.3.6
What Are Pages?
1.3.7
What Are Portal Components?
1.3.8
What Are Portal Assets?
1.3.9
What Are Portal Tools and Services?
1.4
Building Portals Tasks
1.4.1
Creating and Publishing a New Portal
1.4.2
Editing, Administering, and Customizing a Portal
1.4.3
Creating, Editing, and Managing Portal Pages
1.4.4
Creating, Editing, and Managing Portal Assets
1.4.5
Managing Portal Security and Membership
1.4.6
Adding and Managing Portal Content
1.4.7
Adding and Managing Portal Tools and Services
1.4.8
Managing Portal Templates and Shared Assets for All Portals
1.4.9
Changing the Look and Language in a Portal
2
Creating and Building a New Portal
2.1
About Creating a New Portal
2.2
Creating a New Portal
2.3
Creating Pages When Creating a New Portal
2.4
What's Next?
3
Working with Portal Templates
3.1
About Portal Templates
3.1.1
About the Built-In Portal Template
3.1.2
About Custom
Portal
Templates
3.2
Viewing Available Portal Templates
3.3
Creating a New Portal Template
3.4
Viewing Information About a Portal Template
3.5
Searching for a Portal Template
3.6
Renaming a Portal Template
3.7
Setting Up Access to a Portal Template
3.8
Publishing or Hiding a Portal Template
3.9
Deleting a Portal Template
4
Publishing a Portal
4.1
About Publishing a Portal
4.2
Publishing the Link to a Portal
4.3
Making a Portal Known (Discoverable)
4.4
Granting Users Access to a Portal
4.5
Granting Public Access to a Portal
Part II Working with a Portal
5
Editing a Portal
5.1
Opening the Portal Editor
5.2
Working with Pages in the Portal Editor
5.3
Customizing Portal Navigation
5.3.1
Editing Portal Navigation
5.3.2
Adding Items to the Portal Navigation
5.3.3
Adding an Existing Page to the Portal Navigation
5.3.4
Setting Properties for a Portal Navigation Item
6
Administering a Portal
6.1
Accessing Portal Administration
6.2
Administering Security in a Portal
6.2.1
Accessing Security Administration for a Portal
6.2.2
Changing the Access to a Portal
6.2.3
Managing Roles and Permissions in a Portal
6.2.4
Managing Members in a Portal
6.3
Administering General Settings and Actions for a Portal
6.3.1
Accessing the General Settings and Actions for a
Portal
6.3.2
Changing the Title of a
Portal
6.3.3
Modifying the Acronym for a Portal
6.3.4
Modifying the Description for a
Portal
6.3.5
Modifying the Color for a Portal
6.3.6
Modifying the Keywords for a
Portal
6.3.7
Changing the Internal Name (and URL) of a
Portal
6.3.8
Closing or Activating a
Portal
6.3.9
Taking a
Portal
Offline or Online
6.3.10
Enabling or Disabling RSS News Feeds for a
Portal
6.3.11
Deleting a
Portal
6.4
Administering Look and Feel Settings for a Portal
6.4.1
Accessing Look and Feel Settings for a
Portal
6.4.2
Disabling and Enabling Page Drafts in a Portal
6.4.3
Changing the Page Template for a Portal
6.4.4
Changing the Skin for a
Portal
6.4.5
Changing the Resource Catalogs in a Portal
6.4.6
Displaying or Hiding a Page Footer in a
Portal
6.4.7
Customizing the Copyright Statement and Privacy URL in a
Portal
6.4.8
Setting a
Portal
Display Language
6.4.9
Setting the Page Behavior for a
Portal
When No Page Variant Exists
6.4.10
Working with
Portal
Attributes
6.4.11
Changing the Portal Icon
6.4.12
Changing the
Portal
Logo
6.4.13
Changing the Portal Preview Image
6.5
Administering All Assets in a Portal No Variable
6.5.1
Accessing Assets Administration for a Portal
6.5.2
Working with Portal Assets
6.6
Viewing Device Groups for a Portal
6.6.1
About Device Settings
6.6.2
Accessing Device Settings for a Portal
6.6.3
Filtering Device Groups
6.7
Administering Tools and Services in a Portal
6.7.1
Accessing Tools and Services Administration for a Portal
6.7.2
Working with Tools and Services
6.8
Deploying and Propagating a Portal
6.9
Exporting and Importing a Portal
6.9.1
Exporting a Portal
6.9.2
Importing a Portal
7
Working with the Portal Browser Task Flow
7.1
About the
Portal
Browser Task Flow
7.2
Adding a
Portal
Browser Task Flow to a Page
7.3
Working with Portal Browser Task Flow Properties
7.3.1
Setting Portal Browser Task Flow Properties
7.3.2
Portal
Browser Task Flow Parameters
Part III Working with Portal Pages
8
Creating, Editing, and Publishing a Portal Page
8.1
Viewing the Pages and Page Variants in a Portal
8.1.1
Accessing the Pages in a
Portal
8.1.2
Previewing a Page for a Device
8.1.3
Filtering a Page Listing by Name or Description
8.1.4
Filtering a Page Listing by Device Group
8.2
Creating Pages or Subpages in a Portal
8.2.1
Creating Pages or Subpages When Creating a New
Portal
8.2.2
Creating a Page or Subpage When Editing a Portal
8.2.3
Creating a Page When Viewing a
Portal
8.3
Creating a Page Variant for a Device Group
8.4
Editing a Portal Page
8.4.1
About the Page Editor
8.4.2
About Page Drafts
8.4.3
Opening a Page in the Page Editor
8.4.4
About Concurrent Users in the Page Editor
8.4.5
Refreshing a Page with Page Style Updates
8.4.6
Changing Page Layout
8.4.7
Adding Components to a Page
8.4.8
Adding Text, Image, or Video Components to a Page
8.5
Publishing a Portal Page
8.6
Working in Structure View in the Page Editor
8.6.1
About Structure View
8.6.2
Adding a Component in Structure View
8.6.3
Setting Component Properties in Structure View
8.6.4
Deleting a Component in Structure View
8.7
Personalizing Pages
9
Managing a Portal Page
9.1
Accessing
Portal
Page Management
9.2
Adjusting Page Order and Hierarchy in the
Portal
Navigation
9.3
Copying a Page
9.4
Deleting a Page
9.5
Viewing and Modifying Page Settings
9.6
Renaming a Page
9.7
Entering or Changing a Page Description
9.8
Showing or Hiding a Page in the Portal Navigation
9.9
Setting Page Behavior for a Specific Page When No Page Variant Exists
9.10
Adding or Modifying Page Parameters
9.11
Viewing and Modifying Page Source Code
9.12
Setting Page Security
9.13
Setting Navigation Properties and Display Options for a Page
10
Working with Resource Catalog Components on a Page
10.1
About the Resource Catalog
10.2
Adding a Component to a Page
10.3
Performing Actions on a Component
10.4
Saving a Customized Task Flow to a Resource Catalog
10.5
Modifying Component Properties
10.5.1
About Component Properties
10.5.2
Setting Properties on a Component
10.5.3
Setting Component Parameters
10.5.4
Setting Component Access
10.5.5
Setting Component Display Options Properties
10.5.6
Setting Style and Content Style Properties
10.5.6.1
Other CSS Property: Usage and Examples
10.6
Deleting a Component from a Page
11
Working with Web Development Components on a Page
11.1
About Web Development Components
11.2
Adding a Web Development Component to a Page
11.3
Working with the Box Component
11.4
Working with the Change Language Component
11.5
Working with the HTML Markup Component
11.5.1
About the HTML Markup Component
11.5.2
Setting HTML Markup Component Properties
11.5.2.1
HTML Markup Component Display Options
11.6
Working with the Hyperlink Component
11.6.1
About the Hyperlink Component
11.6.2
Setting Hyperlink Component Properties
11.6.2.1
Hyperlink Component Display Options
11.7
Working with the Links Component
11.7.1
About the Links Component
11.7.2
Adding Navigation Links Using the Links Component
11.7.3
Configuring an Advanced Search for Content Links
11.7.4
Configuring a Link in the Links Component
11.7.5
Reordering Navigation Links
11.7.6
Deleting a Link from the Links Component
11.7.7
Setting Links Component Properties
11.8
Working with the Movable Box Component
11.8.1
About the Movable Box Component
11.8.2
Setting Movable Box Component Properties
11.9
Working with the Separator Component
11.9.1
About the Separator Component
11.9.2
Setting Separator Component Properties
11.10
Working with the Web Page Component
11.10.1
About the Web Page Component
11.10.2
Setting Web Page Component Properties
11.10.2.1
Web Page Component Display Options
12
Working with Layout Components
12.1
About Layout Components
12.2
Working with the gridCell Component
12.2.1
About the gridCell Component
12.2.2
Setting gridCell Component Properties
12.2.2.1
gridCell Component Display Options
12.3
Working with the gridRow Component
12.3.1
About the gridRow Component
12.3.2
Setting gridRow Component Properties
12.3.2.1
gridRow Component Display Options
12.4
Working with the panelGridLayout Component
12.4.1
About the panelGridLayout Component
12.4.2
Setting panelGridLayout Component Properties
12.4.2.1
panelGridLayout Component Display Options
12.5
Working with the panelGroupLayout Component
12.5.1
About the panelGroupLayout Component
12.5.2
Setting panelGroupLayout Component Properties
12.5.2.1
panelGroupLayout Component Display Options
12.6
Working with the panelStretchLayout Component
12.6.1
About the panelStretchLayout Component
12.6.2
Setting panelStretchLayout Component Properties
12.6.2.1
panelStretchLayout Component Display Options
12.7
Working with the panelTabbed Component
12.7.1
About the panelTabbed Component
12.7.2
Setting panelTabbed Component Properties
12.7.2.1
panelTabbed Component Display Options
12.8
Working with the showDetailFrame Component
12.8.1
About the showDetailFrame Component
12.8.2
Setting showDetailFrame Component Properties
12.8.2.1
showDetailFrame Component Display Options
12.9
Working with the sidebarItem Component
12.9.1
About the sidebarItem Component
12.9.2
Setting sidebarItem Component Properties
12.9.2.1
sidebarItem Component Display Options
12.10
Working with the spacer Component
12.10.1
About the spacer Component
12.10.2
Setting spacer Component Properties
12.10.2.1
spacer Component Display Options
13
Working with OmniPortlet
13.1
About OmniPortlet
13.2
Adding an OmniPortlet Instance to a Page
13.3
Working with the OmniPortlet Wizard
13.3.1
Accessing the OmniPortlet Wizard
13.3.2
Selecting the Data Source Type
13.3.3
Identifying the Data Source
13.3.3.1
About Identifying the Data Source
13.3.3.2
Proxy Authentication
13.3.3.3
Connection and Portlet Parameters
13.3.3.4
Spreadsheet
13.3.3.5
SQL
13.3.3.6
XML
13.3.3.7
Web Service
13.3.4
Setting Filtering Options
13.3.5
Setting View Options
13.3.6
Setting Layout Options
13.3.6.1
About Setting Layout Options
13.3.6.2
Tabular Layout
13.3.6.3
Chart Layout
13.3.6.4
News Layout
13.3.6.5
Bullet Layout
13.3.6.6
Form Layout
13.3.6.7
HTML Layout
13.3.6.8
Parameter Form Layout
13.3.7
Customizing Your OmniPortlet
13.4
Working with OmniPortlet Parameters
13.5
Working with OmniPortlet Properties
13.5.1
Setting OmniPortlet Properties
13.5.2
OmniPortlet Properties
13.6
Troubleshooting OmniPortlet
13.6.1
Cannot Define OmniPortlet Using the Customize Link
14
Wiring Pages and Components
14.1
About Page and Component Wiring
14.2
Wiring Events to Component Parameters
14.3
Wiring Components and Page Parameters
14.3.1
About Wiring Components and Page Parameters
14.3.2
Creating Page Parameters
14.3.3
Consuming Page Parameters
14.4
Passing Parameter Values Through the Page URL
Part IV Working with Portal Assets
15
Creating, Editing, and Managing Portal Assets
15.1
About Assets
15.1.1
Shared Assets and
Portal
Assets
15.1.2
Default Asset Settings
15.2
Accessing Portal Assets
15.3
Creating Assets
15.4
Editing Assets
15.4.1
Editing an Asset Using the Edit Link
15.4.2
Editing the Source Code of an Asset
15.5
Managing Assets
15.5.1
Viewing Information About an Asset
15.5.2
Previewing an Asset
15.5.3
Showing and Hiding Assets
15.5.4
Copying an Asset
15.5.5
Setting Properties on an Asset
15.5.5.1
Accessing the Edit Properties Dialog for an Asset
15.5.5.2
Editing the Name or Description of an Asset
15.5.5.3
Associating an Icon with an Asset
15.5.5.4
Categorizing an Asset
15.5.5.5
Setting Asset Attributes
15.5.6
Setting Security for an Asset
15.5.7
Downloading an Asset
15.5.8
Uploading an Asset
15.5.9
Deleting an Asset
15.6
Querying Assets Using EL Expressions
15.7
Applying Assets Dynamically Using EL Expressions
15.8
Working with Portal Assets in JDeveloper
16
Working with Page Templates
16.1
About Page Templates
16.1.1
About the Built-In Page Templates
16.2
Changing the Theme Color in the Mosaic Page Template
16.3
Changing the Theme Type in the Unicorn Page Template
16.4
Changing a Page Icon in the Unicorn Page Template
16.5
Setting the Default Page Template
16.5.1
Setting the Default Page Template for a
Portal
16.5.2
Setting the Default Page Template for All Portals
16.6
Creating a Page Template
16.7
Editing a Page Template
16.8
Setting the Preferred Skin for a Page Template
16.9
Adding Navigation to a Page Template
16.9.1
Adding a Built-in Navigation Task Flow to a Page Template
16.9.2
Working with Navigation Task Flow Properties
16.9.2.1
Setting Navigation Task Flow Properties
16.9.2.2
Navigation Task Flow Properties
16.9.2.3
Configuring Navigation Task Flows
16.9.2.3.1
Selecting the Navigation Start Path
16.9.2.3.2
Rendering Navigation as a Tree
16.9.2.3.3
Rendering Navigation as a Menu
16.9.2.3.4
Rendering Navigation as Breadcrumbs
16.9.2.3.5
Linking Navigation Task Flows
16.9.3
Downloading Additional Navigation Task Flows
16.9.4
Designing Advanced Navigation Visualization
16.10
Managing a Page Template
17
Working with Resource Catalogs
17.1
About Resource Catalogs
17.1.1
About the Built-In Resource Catalogs
17.2
About the Resource Registry
17.3
Setting the Default Resource Catalogs
17.3.1
Setting the Default Resource Catalogs for a Portal
17.3.2
Setting the Default Resource Catalog for All Portals
17.4
Creating a Resource Catalog
17.5
Editing a Resource Catalog
17.5.1
Adding a Resource to a Resource Catalog
17.5.1.1
Saving a Task Flow to a Resource Catalog
17.5.1.2
Adding a Resource from the Resource Registry
17.5.2
Creating a Custom Component
17.5.3
Creating a Folder
17.5.4
Setting Properties on a Resource
17.5.5
Rearranging Resources
17.5.6
Copying a Resource
17.5.7
Deleting a Resource
17.5.8
Previewing a Resource Catalog
17.6
Managing a Resource Catalog
18
Working with Skins
18.1
About Skins
18.1.1
About the Built-In Skins
18.2
Setting the Default Skin
18.2.1
Setting the Default Skin for a
Portal
18.2.2
Setting the Default Skin for All Portals
18.2.3
Setting the Default Skin for the Home Portal
18.3
Creating a Skin
18.4
Editing a Skin
18.5
Managing a Skin
19
Working with Page Styles
19.1
About Page Styles
19.1.1
About the Built-In Page Styles
19.2
Applying a Page Style to a
Portal
Page
19.3
Creating a Page Style
19.3.1
Saving a Page As a Page Style
19.4
Editing a Page Style
19.4.1
Editing a Page Style in the Page Editor
19.4.2
Editing the Source Code of a Page Style
19.5
Copying a Page Style as a Shared Asset
19.6
Managing a Page Style
20
Working with Content Presenter Display Templates
20.1
About Content Presenter Display Templates
20.1.1
About the Built-in Content Presenter Display Templates
20.2
Creating a Content Presenter Display Template
20.3
Managing Content Presenter Display Templates
21
Working with Task Flow Styles
21.1
About the Built-In Task Flow Styles
21.2
Creating a Task Flow Style
21.3
Editing a Task Flow Style
21.4
Managing Task Flow Styles
22
Working with Layouts
22.1
About Layouts
22.2
Creating a Layout
22.3
Editing a Layout
22.4
Managing a Layout
23
Working with Pagelets
23.1
About Pagelet Producer
23.2
Exporting and Importing Pagelet Producer Resources
24
Working with Task Flows
24.1
About Task Flows
24.2
Creating a Task Flow
24.3
Editing a Task Flow
24.4
Consuming a Data Control in a Task Flow
24.4.1
Supported Presentations
24.4.2
Adding a Data Control to a Task Flow
24.4.3
Presenting Data as a Table
24.4.4
Presenting Data as a Form
24.4.5
Presenting Data as a Graph
24.4.6
Repairing a Task Flow with Broken References to a Data Control
24.5
Controlling the Data Displayed in a Task Flow Using a Data Control
24.5.1
Adding a Parameter Form to a Data Presentation
24.5.2
Editing Data Control Parameter Values
24.5.3
Binding a Data Control Parameter to a Task Flow Parameter
24.6
Adding a Task Flow to a Portal Page
24.7
Managing a Task Flow
25
Working with Data Visualizations
25.1
About Data Visualizations
25.2
Adding a Data Visualization a Portal Page
25.3
Configuring a Data Visualization
25.4
Deleting a Data Visualization
25.5
Managing Data Visualizations
25.6
Troubleshooting a Data Visualization
26
Working with Visualization Templates
26.1
About Visualization Templates
26.1.1
About the Built-In Visualization Templates
26.2
Creating or Editing a Visualization Template
26.3
Managing a Visualization Template
27
Working with Web Service Data Controls
27.1
About Web Service Data Controls
27.2
Creating a Web Service Data Control
27.3
Editing a Web Service Data Control
27.4
Managing Web Service Data Controls
28
Working with Business Objects
28.1
About Business Objects
28.2
Creating a Business Object
28.3
Editing a Business Object
28.4
Managing a Business Object
29
Working with Data Sources
29.1
About Data Sources
29.2
Using REST Data Sources
29.2.1
Creating a REST Data Source
29.2.2
Editing a REST Data Source
29.2.3
Managing a REST Data Source
29.3
Using SQL Data Sources
29.3.1
Creating a SQL Data Source
29.3.2
Editing a SQL Data Source
29.3.3
Managing a SQL Data Source
Part V Working with
Portal
Roles, Permissions, and Members
30
Managing Roles and Permissions for a Portal
30.1
About Roles and Permissions for a Portal
30.1.1
Understanding the Default Roles for a Portal
30.1.2
Understanding Permissions and Permission Models in a Portal
30.2
Defining Custom Roles for a Portal
30.2.1
Creating a Custom Role for a Portal
30.2.2
Creating a Delegated Manager Role for a Portal
30.2.3
Creating Viewer and Participant Roles for a Portal
30.3
Viewing and Editing Permissions of a Portal Role
30.4
Using Advanced Permissions
30.5
Deleting Roles in a Portal
31
Managing Members and Assigning Roles in a Portal
31.1
About Portal Membership
31.2
Viewing the Members of a Portal
31.3
Setting Up Membership Options for a Portal
31.3.1
Managing Self-Service Membership for a Portal
31.3.2
Managing Self-Service Membership Removal from a Portal
31.4
Composing Messages to New Members
31.5
Adding Members to a
Portal
31.5.1
Searching for a User or Group in the Identity Store
31.5.2
Adding Registered Users and Groups
31.5.3
Inviting a Registered User
31.5.4
Inviting a Non-Registered User
31.5.5
Allowing a Registered User to Self-Subscribe
31.6
Assigning or Changing Member Role Assignments
31.7
Approving Requests for Membership of a Portal
31.8
Communicating with Managers and Members of a Portal
31.9
Revoking Membership to a
Portal
32
Working with the
Portal
Members Task Flow
32.1
About the Portal Members Task Flow
32.2
Adding a
Portal
Members Task Flow to a Page
32.3
Managing Portal Membership Through the Portal Members Task Flow
32.4
Contacting All Portal Members
32.5
Contacting Individual Members of a
Portal
32.6
Sorting
Portal
Members
32.7
Filtering Portal Members
32.8
Working with Portal Members Task Flow Properties
32.8.1
Setting Portal Members Task Flow Properties
32.8.2
Portal
Members Task Flow Parameters
Part VI Working with Content in a Portal
33
Introduction to Working with Content in a Portal
34
Enabling Content Contribution and Publishing
34.1
About Content Contribution and Publishing
34.1.1
Components for Content Contribution and Publishing
34.1.2
Page Styles for Content Contribution and Publishing
34.2
Creating a Page for Content Contribution and Publishing
34.3
Creating a Page Style for Content Contribution and Publishing
34.4
Adding Content Contribution and Publishing Components to a Page Style or Page
34.4.1
Adding a Text Component to a Page Style or Page
34.4.2
Adding an Image Component to a Page Style or Page
34.4.3
Adding a Styled Text Component to a Page Style or Page
34.5
Setting Content Contribution and Publishing Component Properties
34.5.1
About Content Contribution and Publishing Component Properties
34.5.2
Image Component Parameters
34.5.3
Text Component Parameters
34.5.4
Styled Text Component Parameters
35
Publishing Content Using Content Presenter
35.1
About Content Presenter
35.1.1
Understanding Site Studio Integration
35.2
About Content Presenter and Workflow
35.3
Working with the Content Presenter Task Flow
35.3.1
Adding a Content Presenter Task Flow to a Page
35.3.2
Selecting Content
35.3.2.1
Displaying the Content Presenter Configuration Dialog
35.3.2.2
Selecting a Single Content Item
35.3.2.3
Selecting the Contents of a Folder
35.3.2.4
Selecting Content Based on the Results of a Query
35.3.2.5
Selecting a List of Content Items
35.3.3
Selecting a Display Template
35.3.4
Previewing Content in the Content Presenter Configuration Dialog
35.4
Using Responsive Templates
35.4.1
About Responsive Templates
35.4.2
Using a Responsive Template
35.4.3
Optimizing Display on Mobile Devices
35.5
Adding Links from Content to Navigation Nodes
35.6
Authoring Site Studio Content to Optimize Presentation in Content Presenter
35.6.1
Best Practices for Images
35.6.2
Best Practices for Defining Styles
35.6.3
Best Practices for JavaScript
35.7
Creating or Editing Site Studio Content in the Content Presenter Configuration Dialog
35.8
Creating and Editing Files In-Context in a Content Presenter Task Flow
35.8.1
Editing Site Studio Files In-Context
35.8.2
Creating New Site Studio Content In-Context
35.8.3
Changing the Contribution Mode Key Sequence
35.9
Working with Content Presenter Task Flow Properties
35.9.1
Setting Content Presenter Task Flow Properties
35.9.2
Content Presenter Task Flow Parameters
36
Enabling Document Management
36.1
About the Content Manager Task Flow
36.1.1
Prerequisites for Working with the Content Manager Task Flow
36.2
Adding the Content Manager Task Flow to a Page
36.3
Configuring the Content Manager Task Flow
36.4
Working with Content Manager Task Flow Properties
36.4.1
Setting Content Manager Task Flow Properties
36.4.2
Content Manager Task Flow Parameters
37
Working with Workflow-Enabled Content
37.1
About Content Workflows
37.1.1
Understanding Workflow Types
37.1.2
Understanding Workflow Steps
37.1.3
Understanding Workflow Process
37.2
Creating a Workflow on Content Server
37.3
Assigning a File to a Workflow
37.4
Configuring the Content Manager to Display Workflow Files
37.5
Viewing Files in Workflow
37.5.1
Viewing Workflow Files in the Content Manager Task Flow
37.5.2
Viewing Workflow Files in a Content Presenter Task Flow
37.6
Participating in a Workflow
37.6.1
Approving or Rejecting a File in Workflow
37.6.2
Working with a Rejected Revision
38
Presenting Application Data in a Portal
38.1
Presenting Data from a REST or SQL Data Source Using a Business Object
38.2
Presenting Data from a Web Service Using a Data Control
39
Enabling Wikis in a Portal
39.1
About Wikis
39.2
Prerequisites for Enabling Wiki Functionality
39.3
Adding an Existing Wiki to a Portal
39.4
Creating a New Wiki In a Portal
39.5
Working with Wikis
39.6
Wiki Use Case Examples
40
Enabling Blogs in a Portal
40.1
About Blogs
40.2
Prerequisites for Enabling Blog Functionality
40.3
Creating a New Blog in a Portal
Part VII Working with WebCenter Portal Tools and Services
41
Introduction to Portal Tools and Services
41.1
About Tools and Services
41.1.1
Tools and Services Available in a Portal
41.2
Enabling and Disabling Tools and Services Available to a Portal
42
Adding Activities to a Portal
42.1
About the Activity Stream
42.2
Adding an Activity Stream Task Flow to a Page
42.3
Working with Activity Stream Task Flow Properties
42.3.1
Setting Activity Stream Task Flow Properties
42.3.2
Activity Stream Task Flow Parameters
42.3.3
Using an Advanced Query to Filter Activity Stream Items
42.3.3.1
About the Activity Stream Advanced Query Option
42.3.3.2
Entering an Advanced Query Against an Activity Stream Task Flow Instance
42.3.4
Using Properties to Configure an Activity Stream Task Flow Instance
42.3.4.1
Preventing Users from Customizing an Activity Stream
42.3.4.2
Preventing Users from Commenting on Streamed Items
42.3.4.3
Preventing Users from Liking Streamed Items
42.3.4.4
Preventing Users from Sharing Streamed Items
42.3.4.5
Hiding Portal Options in Activity Stream Task Flows
42.3.4.6
Limiting the Stream to Activities from One or More Portals
42.3.4.7
Limiting the Stream to One or More Services
42.3.4.8
Limiting the Stream to Your Own Activities
42.4
Working with Activity Stream Task Flows
42.5
About Publisher
42.6
Adding a Publisher Task Flow to a Page
42.7
Working with Publisher Task Flow Properties
42.7.1
Setting Publisher Task Flow Properties
42.7.2
Publisher Task Flow Parameters
42.7.3
Blocking File Uploads Through a Publisher Task Flow Instance
42.7.4
Limiting the Scope of Recipients
42.7.5
Using the Publisher as a Profile Status Updater
42.7.6
Using the Publisher as a File Uploader
42.8
Working with the Publisher Task Flow
43
Adding Analytics to a Portal
43.1
About Analytics
43.1.1
Understanding the Analytics Administration Page in WebCenter Portal
43.1.2
Understanding Analytics Task Flows
43.1.2.1
WebCenter Traffic
43.1.2.2
Page Traffic (Administrator)
43.1.2.3
Portlet Traffic (Administrator)
43.1.2.4
Portlet Instance Traffic (Administrator)
43.1.2.5
Portlet Response Time (Administrator)
43.1.2.6
Portlet Instance Response Time (Administrator)
43.1.2.7
Search Metrics
43.1.3
Access to Analytics Task Flows in
WebCenter Portal
43.2
Adding an Analytics Task Flow to a Page
43.3
Working with Analytics Task Flow Properties
43.3.1
Setting Analytics Task Flow Properties
43.3.2
Analytics Task Flow Parameters
43.4
Working with Analytics Task Flows
43.4.1
Customizing Analytics Reports
43.4.2
Personalizing Your Analytics Report View
43.4.2.1
Report Display Options
43.4.2.2
Query Options
44
Adding Announcements to a Portal
44.1
Prerequisites for Announcements
44.2
About Announcements
44.3
Modifying Announcement Forum Settings for a Portal
44.4
Adding an Announcements Page to a Portal
44.5
Adding an Announcements Task Flow to a Page
44.6
Working with Announcements Task Flow Properties
44.6.1
Setting Announcements Task Flow Properties
44.6.2
Announcements Task Flow Parameters
44.7
Working with the Announcements Task Flow
44.7.1
Viewing Announcements in the Announcements Task Flow
44.7.2
Working with the Announcements - Quick View Task Flow
44.7.2.1
Viewing Announcements in the Quick View Task Flow
44.7.2.2
Managing Announcements in the Quick View Task Flow
45
Adding a Calendar and Events to a Portal
45.1
Prerequisites for Events
45.2
About Calendars and Events
45.3
Creating and Managing Portal Event Categories
45.4
Showing Events on a Page in the Home Portal
45.5
Showing Events on the Events Page in a Portal
45.6
Displaying Multiple Calendars in an Events Task Flow
45.6.1
Enabling Calendar Overlaying
45.6.2
Displaying Additional Calendars
45.7
Adding an Events Page to a
Portal
45.8
Adding an Events Task Flow to a Page
45.9
Working with Events Task Flow Properties
45.9.1
Setting Events Task Flow Properties
45.9.2
Events Task Flow Parameters
45.9.3
Events - Mini View Task Flow Parameters
46
Adding Connections to a Portal
46.1
About Connections
46.2
Adding a Connections Task Flow to a Page
46.3
Working with Connections Task Flow Properties
46.3.1
Setting Connections Task Flow Properties
46.3.2
Connections Task Flow Parameters
46.3.3
Using Properties to Configure a Connections Task Flow Instance
46.3.3.1
Adding a Remove Button to Connections - Card
46.3.3.2
Restricting Connections Displayed to Those on a Named List
46.3.3.3
Specifying an Initial View for a Connections Task Flow Instance
46.3.3.4
Limiting the Number of Displayed Connections
46.3.3.5
Specifying Numbers of Rows and Columns
46.3.3.6
Applying a Filter to a Connections - Card Task Flow Instance
46.3.3.7
Selecting a Display Format for a Connections - Card Task Flow Instance
46.3.3.8
Invoking a Profile Popup from a Connections - Card Task Flow Instance
46.4
Working with Connections Task Flows
47
Adding Discussion Forums to a Portal
47.1
Prerequisites for Discussions
47.2
About Discussions
47.3
Modifying Discussion Forum Settings for a Portal
47.4
Publishing Portal Mail in a Discussion Forum
47.5
Adding a Discussions Page to a Portal
47.6
Adding a Discussions Task Flow to a Page
47.7
Working with Discussions Task Flow Properties
47.7.1
Setting Discussions Task Flow Properties
47.7.2
Discussions Task Flow Parameters
47.8
Working with Discussions Task Flows
47.8.1
Creating a Discussion Forum
47.8.2
Editing the Forum Name and Description
47.8.3
Deleting a Discussion Forum
48
Adding Lists of Information to a Portal
48.1
Prerequisites for Working with Lists
48.2
About Lists
48.3
Adding a Lists Page to a Portal
48.4
Adding a Lists Task Flow to a Page
48.5
Working with List Viewer Task Flow Properties
48.5.1
Setting List Viewer Task Flow Properties
48.5.2
List Viewer Task Flow Parameters
48.6
Working with the Lists Task Flow
48.6.1
About Customizing Lists
48.6.1.1
Performing Application-Level Customizations on a List
48.6.2
Exporting a List and Importing a List from an Excel Spreadsheet
48.6.2.1
About Exporting and Importing Lists
48.6.2.2
Exporting a List to a Spreadsheet
48.6.2.3
Importing an Exported List
49
Adding Mail to a Portal
49.1
Prerequisites for the Mail Service
49.2
Configuring the Mail Distribution List for a Portal
49.2.1
Configuring a Shared Mail Connection for a Portal
49.3
Configuring the Send Mail Feature
49.3.1
Selecting Your Preferred Mail Connection
49.4
About the Mail Task Flow
49.5
Logging in to a Mail Task Flow
49.6
Adding the Mail Task Flow to a Page
49.7
Working with Mail Service Task Flow Properties
49.7.1
Setting Mail Task Flow Properties
49.7.2
Mail Task Flow Parameters
50
Adding Messages and Feedback to a Portal
50.1
About Message Board
50.2
About Feedback
50.3
Adding a Message Board or Feedback Task Flow to a Page
50.4
Working with Message Board and Feedback Task Flow Properties
50.4.1
Setting Message Board and Feedback Task Flow Properties
50.4.2
Message Board and Feedback Task Flow Parameters
50.4.3
Using Parameters to Configure Message Board and Feedback Task Flow Instances
50.4.3.1
Hiding Action Links and Icons on a Task Flow Instance
50.4.3.2
Limiting the Number of Messages and Feedback Posts Shown
50.4.3.3
Limiting the Length of Posts in a Feedback - Quick View Task Flow
50.4.3.4
Preventing Users from Adding Messages to Message Board
50.4.3.5
Hiding the Feedback You Have Left for Others
50.4.3.6
Scoping the Display of Messages to a Named Portal
50.4.3.7
Specifying the Date Range of Shown Messages and Feedback
50.5
Working with Message Board and Feedback Task Flows
51
Adding Notifications to a
Portal
51.1
About Subscriptions and Notifications
51.2
Adding a Notifications Task Flow to a Page
51.3
Working with Notifications Task Flow Properties
51.3.1
Setting Notifications Task Flow Properties
51.3.2
Notifications Task Flow Parameters
51.3.3
Hiding Save and Refresh Actions on Subscription Preferences
51.3.4
Showing Subscription Controls for One Portal in Another
51.4
Working with Notifications Task Flows
52
Adding Personal Notes to a
Portal
52.1
Prerequisites for Working with Notes
52.2
About Notes
52.3
Adding the Notes Task Flow to a Page
52.4
Setting Notes Task Flow Properties
52.5
Working with the Notes Task Flow
53
Adding Profiles to a Portal
53.1
About Profiles
53.2
Adding a Profile Task Flow to a Page
53.3
Working with Profile Task Flow Properties
53.3.1
Setting Profile Task Flow Properties
53.3.2
Organization View Task Flow Parameters
53.3.3
Profile Task Flow Parameters
53.3.4
Profile Gallery Task Flow Parameters
53.3.5
Profile - Snapshot Task Flow Parameters
53.3.6
Using Properties to Configure a Profile Task Flow Instance
53.3.6.1
Change Profile Photo in Profile - Snapshot Task Flow
53.3.6.2
Post a Status Update
53.3.6.3
Expose Additional Controls in Organization View
53.3.6.4
Enable Continuous Edits to Profile Details
53.3.6.5
Setting Size of Profile Images in Profile - Snapshot Task Flow
53.3.6.6
Exposing Navigational Breadcrumbs in Profile - Snapshot
53.3.6.7
Enabling Section-By-Section Profile Editing
53.4
Working with Profile Task Flows
54
Adding RSS Feeds to a Portal
54.1
Prerequisites for RSS News Feeds
54.2
About RSS News Feeds
54.2.1
RSS Task Flow
54.2.1.1
Accessing External Applications
54.3
Adding an RSS Task Flow to a Page
54.4
Working with RSS Task Flow Properties
54.4.1
Setting RSS Task Flow Properties
54.4.2
RSS Task Flow Parameters
54.5
Working with RSS Task Flows
54.5.1
Editing the Feed Location of an RSS Task Flow
54.5.2
Deleting the RSS Task Flow
55
Adding Search to a Portal
55.1
About Searching in
WebCenter Portal
55.1.1
Understanding Search with Oracle SES
55.2
Customizing Search With Facet Support
55.2.1
Working with the Faceted Search Task Flows
55.2.2
Accessing Search Settings in Portal Administration
55.2.3
Reverting to Searching Without Facet Support
55.2.4
Configuring the Filtering Dropdown In Faceted Search
55.2.5
Configuring Search Scope with Facet Support
55.2.6
Configuring Facets
55.2.7
Enriching Search Results Using Custom Attributes
55.3
Customizing Search Without Facet Support
55.3.1
Working with the Non-Faceted Search Task Flows
55.3.2
Narrowing the Scope of Non-Faceted Search
55.3.2.1
Searching Specific Tools and Services
55.3.2.2
Searching Specific Document Types
55.3.2.3
Searching Specific Portals
55.3.3
Customizing Search Results Using Attributes and Refiners with Non-Faceted Search
55.3.4
Setting Search Task Flow Properties for Non-Faceted Search
55.3.4.1
About the Search Task Flow Properties
55.3.4.2
How to Set Parameters to Narrow Searches
55.3.4.2.1
Editing the Search - Non-Faceted Search Task Flow in a Page Template
55.3.4.2.2
Editing the Search - Non-Faceted Search Task Flow in a Portal
55.3.4.3
Search Task Flow Parameters
55.4
Limitations with Search
56
Adding Tagging to a Portal
56.1
About Tagging on Portal Pages
56.2
Adding a Tags Icon to a Portal Page
56.2.1
Adding a Tags Component to a Page Template
56.2.2
Adding a Tags Component to an Individual Page
56.3
Adding a Tagging Task Flow to a Page
56.4
Working with Tagging Task Flow Properties
56.4.1
Setting Tagging Task Flow Properties
56.4.2
Tagging Task Flow Parameters
56.5
Working with Tagging Features and Task Flows
Part VIII Managing Shared Resources for All Portals
57
Managing All
Portal
Templates
57.1
About Managing Portal Templates
57.2
Viewing All Portal Templates
57.3
Importing and Exporting
Portal
Templates
57.3.1
Importing Portal Templates
57.3.2
Exporting
Portal
Templates
57.4
Creating a New Portal Template
57.5
Viewing Information About a Portal Template
57.6
Searching for a Portal Template
57.7
Renaming a Portal Template
57.8
Setting Up Access to a Portal Template
57.9
Publishing and Hiding Portal Templates
57.10
Deleting a Portal Template
58
Working with Shared Assets
58.1
About Shared Assets
58.2
Accessing Shared Assets
58.3
Creating Shared Assets
58.4
Editing Shared Assets
58.5
Managing Shared Assets
58.6
Setting the Availability of a Shared Asset
58.7
Working with Shared Assets in JDeveloper
Part IX Enhancing Portals Through Design and Language
59
Creating a Look and Feel for Portals
59.1
About Creating a Look and Feel
59.2
Tips on Defining Skins
59.2.1
Static Assets
59.3
About Optimizing Portals for Mobile Devices
59.4
About Design Tools
60
Translating Portals into Other Languages
60.1
About Languages in
WebCenter Portal
60.1.1
Handling Different Information Types For Translation
60.1.2
Display Language Precedence
60.1.3
Languages Supported Out-of-the-Box by WebCenter Portal
60.1.4
Fallback Language Mechanism
60.2
Configuring Language Options
60.3
Enabling Users to Choose a Language
60.3.1
Adding a Change Language Task Flow to a Page
60.3.2
Working with Change Language Task Flow Properties
60.3.2.1
Setting Change Language Task Flow Properties
60.3.2.2
Change Language Task Flow Parameters
60.4
Editing Strings or UI Text for a Particular
Portal
60.4.1
Editing a Particular String or
Portal
60.4.2
Finding the Resource Key for a String
60.4.3
Finding the GUID for a
Portal
60.5
Translating Content
60.5.1
Translating Content in Content Publishing Components
60.5.2
Presenting Translated Content Server Items Through a Content Presenter Template
Part X Appendixes
A
WebCenter Portal
Pretty URLs
A.1
Pretty URLs for WebCenter Portal Administration Settings Pages
A.2
Pretty URLs for System Pages
A.3
Pretty URLs for Managing All Portals
A.4
Pretty URLs for the Default Portal
A.5
Pretty URLs for User Profiles and Preferences
A.6
Pretty URLs for the
Home Portal
A.7
Pretty URLs for Pages in a Specified Portal
B
Portal
Components
B.1
About
Portal
Components
B.2
Accessing
Portal
Component Properties
B.3
About
Portal
B.4
About WebCenter Portal
B.5
Add To Favorites
B.6
Administration
B.7
Change Membership
B.8
Contact Administration
B.9
Copyright Message
B.10
Create Page
B.11
Create Portal
B.12
Current User Profile
B.13
Edit Page
B.14
Favorites Menu
B.15
Global Help
B.16
Home Portal
B.17
Invite People as Connection
B.18
Join Portal
B.19
Leave Portal
B.20
Login
B.21
Logout
B.22
Mail Members
B.23
Mail Portal Managers
B.24
Page Links
B.25
Portal
Logo
B.26
Portal
Switcher
B.27
Print Preview
B.28
Privacy URL
B.29
RSS
B.30
Self-Registration
B.31
Share Resource
B.32
Status Indicator
B.33
Subscription Preferences
B.34
Tags
B.35
User Preferences
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