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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 WebCenter Portal
1.1
About This Guide
1.2
WebCenter Portal Concepts
1.2.1
What Is Oracle WebCenter Portal?
1.2.2
What Is a Portal?
1.2.3
What Is the Home Portal?
1.2.4
What Are Pages?
1.2.5
What Are Portal Components?
1.2.6
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
Adding Content to a Portal
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 Portal Browser
2.3
Searching WebCenter Portal
2.4
Saving Favorite Web Pages
2.5
Working with Your Profile
2.6
Setting Preferences
2.7
Accessing WebCenter Portal Online Help
3
Searching for Information
3.1
About Searching in WebCenter Portal
3.2
Searching Using Facet Support
3.2.1
Running a Global Search (Using Facet Support)
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 Without Using Facet Support
3.3.1
Running a Global Search (Without Facet Support)
3.3.2
Using Refiners to Narrow Search Results
3.3.3
Saving Searches
3.3.3.1
Saving a Search
3.3.3.2
Running a Saved Search
3.3.3.3
Sharing a Saved Search
3.3.3.4
Customizing a Saved Search
3.3.3.5
Deleting a Saved Search
3.3.4
Setting Individual Preferences for Search Results
3.3.4.1
Selecting the Tools and Services to Search
3.3.4.2
Specifying a Display Order for Search Results
3.4
Limitations with Search
4
Managing Your Profile
4.1
About Profiles
4.2
Viewing a Profile
4.2.1
Profile Popup
4.2.2
Profile Page
4.2.3
Organization View
4.2.4
Profile
4.2.5
Profile Gallery
4.2.6
Profile Snapshot
4.3
Editing Your Profile
4.3.1
Uploading and Updating a Personal Profile Picture
4.4
Setting Profile Preferences
5
Setting Your Personal Preferences
5.1
Accessing the Preferences Pages
5.2
Choosing Your Preferred Display Language
5.3
Setting Date and Time Preferences
5.4
Setting Your Accessibility Options
5.4.1
About Application Accessibility Options
5.4.1.1
Submenu Items
5.4.1.2
Unlabeled UI Objects
5.4.1.3
Add Resources
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
Using WebCenter Portal Impersonation
6.1
About WebCenter Portal Impersonation
6.2
Allowing an Impersonation Session
6.3
Initiating an Impersonation Session
6.3.1
Initiating an Impersonation Session Using the Impersonation Preferences Page
6.3.2
Initiating an Impersonation Session Using a Hot Key
6.4
Troubleshooting
6.4.1
Clicking Switch User Produces an Error
6.4.2
Clicking Stop Impersonation Produces an Error
Part II Working with Portals and Pages
7
Working In the Home Portal
7.1
About the Home Portal
7.2
How do I access the Home portal?
7.3
What You Can Do In the Home Portal
7.4
Opening a Page in the Home Portal
7.5
Customizing Your View of a Page in the Home Portal
7.5.1
About User Customizations on a Page
7.5.2
Rearranging Page Content
7.5.3
Removing Components from Your View of a Page
7.5.4
Resizing Components
7.5.5
Collapsing and Expanding Components
7.6
Resetting All of Your User Customizations on a Page in the Home Portal
7.7
Rearranging Page Order in the Home Portal
7.8
Showing or Hiding Pages in Your View of the Home Portal
8
Creating and Managing Personal Pages
8.1
About Personal Pages
8.2
Creating a Personal Page in the Home Portal
8.2.1
Setting Page Creation Defaults for Personal Pages
8.2.2
Creating a Personal Page
8.3
Changing the Layout of a Personal Page
8.4
Changing Display Options for a Personal Page
8.5
Adding or Modifying Parameters for a Personal Page
8.6
Managing Your Personal Pages
8.7
Setting Security for a Personal Page
8.7.1
Accessing Personal Page Security Using the Page Properties Dialog
8.7.2
Accessing Personal Page Security Using the Set Page Access Dialog
8.7.3
Setting Personal Page Security
8.8
Editing a Personal Page
8.9
Editing the Source of a Personal Page
8.10
Copying a Personal Page
8.11
Renaming a Personal Page
8.12
Sending Mail with a Link to a Personal Page
8.13
Viewing Information About a Personal Page
8.14
Deleting a Personal Page
9
Exploring Portals
9.1
About Portals
9.2
Interacting with Portals Before Logging In (Public User)
9.3
Viewing and Accessing Available Portals
9.4
Sending Mail to Portal Members or Managers
9.5
Viewing Information About a Portal
9.6
Publishing the Link to a Portal
9.7
Searching for a Portal
9.8
Joining a Portal
9.8.1
Joining a Portal (Registered WebCenter Portal User)
9.8.2
Joining a Portal (Unregistered WebCenter Portal User)
9.9
Searching in a Portal
9.10
Working with Pages in a Portal
9.10.1
Viewing a Page in a Portal
9.10.2
Creating, Editing, and Managing a Page in a Portal
9.11
Changing Your Role in a Portal
9.12
Cancelling Your Portal Membership
Part III Connecting and Collaborating with Other Users
10
Managing Your Contacts
10.1
About Connections
10.2
Setting Connections Preferences
10.3
Viewing Another User's Profile
10.4
Viewing Connections
10.4.1
Viewing Your Connections
10.4.2
Searching Through Your Connections
10.5
Adding Contacts
10.5.1
Inviting Others to Connect
10.5.2
Viewing Invitations to Connect
10.5.2.1
Viewing Invitations You Have Sent
10.5.2.2
Viewing Invitations You Have Received
10.5.3
Responding to Invitations to Be a Connection
10.6
Removing Contacts
10.7
Creating and Managing Groups of Contacts
10.7.1
Creating a Connections List
10.7.2
Adding a Connection to a List
10.7.3
Removing a Connection from a List
10.7.4
Deleting a Connections List
11
Using Instant Messaging and Presence Viewer
11.1
About Instant Messaging and Presence
11.2
Identifying Your Preferred Instant Messaging Provider
11.3
Configuring Network Presence
11.4
Working with IMP Features
11.4.1
Viewing the Status of Other Users
11.4.2
Sending a Mail Message from the Presence Icon Menu
11.4.3
Sending an Instant Message from the Presence Icon Menu
12
Sending and Viewing Mail
12.1
About the Send Mail Feature
12.1.1
Configuring the Send Mail Feature
12.2
About Mail in WebCenter Portal
12.3
Selecting Your Preferred Mail Connection
12.4
Working with Mail
12.4.1
Logging in to Mail
12.4.2
Personalizing Your View of Mail
12.4.3
Opening Mail Messages
12.4.4
Downloading Mail Attachments
12.4.5
Composing and Sending Mail Messages
12.4.6
Sending Mail with Attachments
12.4.7
Removing Attachments from the Add Attachment Window
12.4.8
Replying To and Forwarding Mail
12.4.9
Refreshing Mail
12.4.10
Deleting Mail
13
Working with Feedback and the Message Board
13.1
About Feedback
13.2
Setting Feedback Preferences
13.3
Viewing Feedback
13.3.1
Viewing Feedback You Have Posted or Received
13.3.2
Sorting and Filtering Feedback Posts
13.3.3
Hiding Feedback in Your Own View
13.3.4
Showing Hidden Feedback
13.3.5
Marking Feedback Received as Private
13.4
Posting Feedback
13.5
Deleting Feedback
13.6
About Messages
13.7
Setting Message Preferences
13.8
Viewing Messages
13.8.1
Viewing Messages Others Have Left for You
13.8.2
Viewing Messages Others Have Received
13.8.3
Viewing Messages Sent to a Selected Portal
13.8.4
Sorting and Filtering Message Board Messages
13.8.5
Hiding Messages in Your View of Message Board
13.8.6
Showing Hidden Messages
13.9
Posting Messages
13.9.1
Posting a Message Through Message Board
13.9.2
Posting a Private Message
13.9.3
Sharing a Private Message
13.10
Editing Messages
13.11
Deleting Messages
13.12
Enabling Other Users to Post Feedback and Messages for You
14
Liking, Commenting On, and Sharing Items
14.1
About Liking Items
14.2
Liking Items
14.3
About Commenting on Items
14.4
Commenting on Items
14.5
About Sharing Items
14.6
Sharing Streamed Items with a Wider Audience
14.6.1
Reposting Streamed Items
14.6.2
Emailing Streamed Items
14.7
Sharing Messages, Files, and URLs
14.7.1
About Publisher
14.7.2
Publishing a Message
14.7.3
Sharing Files Through Publisher
14.7.4
Sharing Links Through Publisher
14.7.5
Deleting a Published Message
15
Viewing and Participating in Discussions
15.1
About Discussions
15.2
Working with Discussions
15.2.1
Creating and Managing Forum Topics and Replies
15.2.1.1
Posting a New Forum Topic
15.2.1.2
Replying to Topic Posts
15.2.1.3
Viewing Topic Posts and Replies
15.2.1.4
Editing Topics and Replies
15.2.1.5
Deleting Topic Posts and Replies
15.2.1.6
Selecting the Number of Topics or Forums to Display
15.2.1.7
Toggling Between Topic View Modes
15.2.2
Watching Forums and Topics
15.2.2.1
Adding a Discussion Forum or Topic to Your Watch List
15.2.2.2
Removing a Discussion Forum or Topic from a Watch List
15.2.2.3
Viewing Watched Forums and Topics from the Forums View
15.2.3
Showing and Hiding Additional Discussion Forum Information
15.2.3.1
Showing or Hiding Information in Forums View
15.2.3.2
Showing or Hiding Information in Popular Topics
15.2.3.3
Showing or Hiding Information in Recent Topics
15.2.3.4
Showing or Hiding Information in Watched Forums
15.2.3.5
Showing or Hiding Information in Watched Topics
15.2.4
Sending Mail from Discussion Topics
Part IV Adding Content to a Portal
16
Introduction to Adding Content to a Portal
17
Contributing and Publishing Content
17.1
About Contributing and Publishing Content
17.2
Entering Contribution Mode
17.3
Contributing and Publishing an Image
17.4
Contributing and Publishing Rich Text
17.5
Contributing and Publishing Text with Predefined Formatting
17.6
Contributing and Publishing a Video
17.7
Adding a Hyperlink to an Image
17.8
Adding a Hyperlink to Rich Text
17.9
Contributing and Publishing Content in Different Languages
18
Adding and Managing Documents
18.1
About Adding and Managing Documents
18.2
Understanding the Content Manager Interface
18.3
Working with the Results List in Content Manager
18.3.1
Result Views
18.3.2
Managing the Results List
18.4
Searching Libraries, Folders, and Documents
18.5
Working with Libraries
18.6
Working with Folders and Files
18.7
Working with Workflow-Enabled Content
18.8
Working with Desktop Integration
18.8.1
About Desktop Integration
18.8.2
Prerequisites for Desktop Integration
18.8.3
Working with Microsoft Office Integration
18.8.3.1
About Microsoft Office Integration
18.8.3.2
Opening and Editing a Microsoft Office File from WebCenter Portal
18.8.3.3
Working with Files in Microsoft Office
18.8.4
Working with Microsoft File Explorer Integration
18.8.5
Working with Email Client Integration
18.8.6
Working with Web Browser Search Integration
19
Working with Wikis
19.1
About Wikis
19.2
Creating a Wiki Page
19.3
Creating a Wiki Document Within a Wiki Page
19.4
Editing a Wiki
19.5
Using the Rich Text Editor (RTE)
19.5.1
About the Rich Text Editor Tabbed Panes
19.5.2
About the Rich Text Editor Toolbar
19.5.3
Working with Tables in the Rich Text Editor
19.5.3.1
Editing Table Cells in the Rich Text Editor
19.5.3.1.1
Editing Table Cell Properties in the Rich Text Editor
19.5.3.2
Editing Table Rows in the Rich Text Editor
19.5.3.3
Editing Table Columns in the Rich Text Editor
19.5.4
Using the Keyboard in the Rich Text Editor
19.6
Exposing an Existing Wiki Document in the Portal Navigation
19.6.1
Exposing an Existing Wiki Document as a Wiki Page
19.6.2
Exposing an Existing Wiki Document Using Content Presenter
19.7
Managing Wiki Documents
20
Working with Blogs
20.1
About Blogs
20.2
Understanding the Blog Page Style
20.3
Creating a Blog Page
20.4
Working with Blog Posts
20.4.1
About Blog Posts
20.4.2
Viewing a Blog Post
20.4.3
Creating a Blog Post
20.4.4
Editing a Blog Post
20.4.5
Deleting a Blog Post
Part V Staying Informed
21
Getting Notified When Things Change
21.1
About Subscriptions and Notifications
21.2
Establishing and Managing Your Messaging Channels and Filters
21.2.1
Accessing Messaging Configuration Settings
21.2.2
Establishing a Messaging Channel
21.2.3
Editing a Messaging Channel
21.2.4
Deleting a Messaging Channel
21.2.5
Creating and Applying Messaging Filters
21.2.6
Editing Messaging Filters
21.2.7
Deleting Messaging Filters
21.3
Subscribing to the Application, to Portals, and to Objects
21.3.1
Setting Application-Level Subscriptions
21.3.2
Setting Portal-Level Subscriptions
21.3.3
Subscribing to a Discussion Topic
21.4
Viewing and Cancelling Your Subscriptions
21.4.1
Viewing and Cancelling Application-Level Subscriptions
21.4.2
Viewing and Cancelling Portal- and Object-Level Subscriptions
22
Tracking Portal Activities
22.1
About the Activity Stream
22.2
Setting Activity Stream Preferences
22.3
Working with the Activity Stream
22.3.1
Selecting the People to Stream in an Activity Stream Instance
22.3.2
Selecting the Portals to Stream in an Activity Stream Viewer
22.3.3
Selecting the Categories to Stream in an Activity Stream Viewer
22.3.4
Hiding and Showing the Activities of a Selected User
22.3.4.1
Hiding the Activities of a Selected User
22.3.4.2
Showing the Activities of a Hidden User
22.3.5
Hiding and Showing the Activities of a Selected Portal
22.3.5.1
Hiding the Activities of a Selected Portal
22.3.5.2
Showing Hidden Portal Activities
22.3.6
Liking and Commenting On Activity Stream Items
22.3.7
Sharing Files and Other Objects Through an Activity Stream Item
23
Working with Announcements
23.1
About Announcements
23.2
Working with Announcements
23.2.1
Working with Announcements
23.2.1.1
Viewing Announcements
23.2.1.2
Adjusting Your View of the Announcements
23.2.1.3
Creating an Announcement
23.2.1.4
Editing Announcements
23.2.1.5
Deleting an Announcement
23.2.2
Working with the Announcements - Quick View
23.2.2.1
Viewing Announcements in the Quick View
23.2.2.2
Managing Announcements in the Quick View
23.2.3
Sending Mail from an Announcement
23.2.4
Linking Announcements
23.2.5
Subscribing to Announcements Using RSS
24
Monitoring RSS Feeds
24.1
About RSS
24.1.1
RSS Icon
24.1.2
RSS Manager
24.1.2.1
Accessing the RSS Manager
24.1.2.2
Using the RSS Manager
24.1.3
RSS View
24.2
Obtaining Tool News Feeds
24.2.1
Obtaining the Discussion Forums News Feed
24.2.1.1
Obtaining a Discussion Forum News Feed from the RSS Manager
24.2.1.2
Obtaining a News Feed from the Discussions Page
24.2.1.3
Obtaining a News Feed from a Discussion Forums View
24.2.2
Obtaining List News Feeds
24.2.2.1
Obtaining a List News Feed from the RSS Manager
24.2.2.2
Obtaining a News Feed from the Lists Page
24.2.2.3
Obtaining a News Feed from Lists
24.2.3
Obtaining the Announcements News Feed
24.2.3.1
Obtaining an Announcements News Feed from the RSS Manager
24.2.3.2
Obtaining a News Feed from the Announcements Page
24.2.3.3
Obtaining a News Feed from the Announcements View
24.3
Refreshing RSS
24.4
Removing RSS Feeds
Part VI Staying Organized
25
Managing Your Favorites
25.1
About Favorites
25.2
Accessing Your Favorites
25.3
Adding Favorites
25.4
Adding Favorites Folders
25.5
Managing Favorites in Preferences
25.5.1
Adding a Favorite Using the Manage Favorites Page
25.5.2
Adding a Favorites Folder Using the Manage Favorites Page
25.5.3
Editing Favorites and Favorites Folders
25.5.4
Rearranging Favorites and Favorites Folders
25.5.5
Searching for Favorites
25.5.6
Deleting Favorites and Favorites Folders
26
Working with Calendars and Events
26.1
About Events
26.1.1
Calendar Overlaying
26.1.2
Where to View Events
26.1.3
Integration of Calendars Events with Other Features
26.2
Working with Events
26.2.1
Accessing Your Personal Events
26.2.2
Viewing Events
26.2.2.1
Using the Calendar Interface
26.2.2.2
Viewing Event Details
26.2.2.3
Filtering Events by Category
26.2.2.4
Setting Display Preferences
26.2.2.4.1
Setting the Calendar Start Time
26.2.2.4.2
Setting a Secondary Time Zone
26.2.2.4.3
Configuring List View
26.2.3
Scheduling Events
26.2.4
Revising Scheduled Events
26.2.5
Cancelling Scheduled Events
26.2.6
Displaying Multiple Calendars Together
26.2.6.1
Displaying Additional Calendars
26.2.6.2
Editing Calendar Display Options
26.2.7
Subscribing to Events
27
Managing Your Notes
27.1
About Notes
27.2
Working with Notes
27.2.1
Creating a Note
27.2.2
Filtering and Clearing Notes Filters
27.2.3
Editing Note Details
27.2.4
Refreshing Your View of Notes
27.2.5
Deleting Notes
27.2.6
Linking Notes
28
Working with Lists
28.1
About Lists
28.2
Working with Lists Features
28.2.1
Viewing Lists
28.2.2
Creating and Managing Lists
28.2.2.1
Creating Lists
28.2.2.2
Editing List Structure
28.2.2.2.1
Renaming a List and Revising a List Description
28.2.2.2.2
Adding Columns to a List
28.2.2.2.3
Revising List Column Details
28.2.2.2.4
Rearranging List Columns on All Instances of a List
28.2.2.2.5
Deleting a List Column
28.2.2.3
Copying a List
28.2.2.4
Deleting Lists
28.2.3
Adding and Managing List Data
28.2.3.1
Adding Data of a Given Data Type to a List
28.2.3.1.1
Adding Data to a List
28.2.3.1.2
Adding Plain Text Data to a List
28.2.3.1.3
Adding Rich Text Data to a List
28.2.3.1.4
Adding DateTime Data to a List
28.2.3.1.5
Adding Picture Data to a List
28.2.3.1.6
Adding Person Data to a List
28.2.3.2
Editing List Data
28.2.3.3
Deleting List Rows
28.2.3.4
Refreshing List Data
28.2.3.5
Working with Links in Lists and List Rows
28.2.4
About Customizing Lists
28.2.4.1
Sorting List Data on a Column
28.2.4.1.1
Sorting List Data Using Column Icons
28.2.4.1.2
Performing an Advanced Sort of List Data
28.2.4.2
Resizing List Columns
28.2.4.3
Changing Column Order on a List Instance
28.2.4.4
Hiding and Showing List Columns
28.2.4.5
Freezing a Column Position
28.2.4.6
Wrapping Column Data
28.2.4.7
Applying Color Banding to List Rows
28.2.4.7.1
Applying Color Banding to Your Personal View of a List
28.2.4.7.2
Removing Personal Color Banding
28.2.4.8
Filtering List Data
28.2.4.8.1
Applying an Ad Hoc Filter to a List Instance
28.2.4.8.2
Applying a Permanent, Personal Filter to a List Instance
28.2.4.8.3
Removing a Permanent, Personal List Filter
28.2.5
Sending a Link to a List to Other Users
28.2.6
Exporting a List and Importing a List from an Excel Spreadsheet
29
Linking Information
29.1
About Links
29.2
Working with Links Features
29.2.1
Linking to Existing Assets
29.2.1.1
Opening the Links Dialog to Link to Existing Assets
29.2.1.2
Linking to an Existing Announcement
29.2.1.3
Linking to an Existing Discussion Forum Topic
29.2.1.4
Linking to an Existing Document
29.2.1.5
Linking to an Existing Event
29.2.2
Linking to New Assets
29.2.2.1
Opening the Links Dialog to Link to a New Asset
29.2.2.2
Adding and Linking to a Discussion Forum Topic
29.2.2.3
Adding and Linking to a Document
29.2.2.4
Adding and Linking to an Event
29.2.2.5
Adding and Linking to a Note
29.2.2.6
Linking to a Web Page
29.2.3
Accessing Link Targets
29.2.4
Deleting a Link
30
Working with Tags
30.1
About Tags
30.2
About the Tag Center
30.3
Tagging Portal Pages
30.4
Working with Tags in the Tag Center
30.4.1
Opening the Tag Center
30.4.2
Selecting Different Views and Arrangements of the Tag Cloud in the Tag Center
30.4.3
Selecting Different Views and Arrangements of Tagged Pages in the Tag Center
30.4.4
Refining the Display of Information in the Tag Center
30.4.5
Discovering Who Has Used a Tag in the Tag Center
30.5
Working with Tags in the Tags View
30.5.1
Viewing Tags in the Tags View
30.5.2
Sorting Tags in the Tags View
30.5.3
Filtering Tags in the Tags View
30.5.4
Renaming a Tag from the Tags View
30.5.5
Deleting a Tag in the Tags View
30.6
Working with the Tag Cloud and Tag Cloud Related Resources Views
30.7
Working with the Similarly Tagged Items View
Scripting on this page enhances content navigation, but does not change the content in any way.