Go to main content
1/21
Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Product Accessibility
Access to Oracle Support
Related Documents
Conventions
What's New in This Guide
Part I Getting Started
1
Introduction to Oracle WebCenter Sites
1.1
What Is Oracle WebCenter Sites?
1.2
Who Are the WebCenter Sites Users?
1.3
What You Can Do With Oracle WebCenter Sites
1.3.1
Contribute Content to Desktop and Mobile Websites
1.3.2
Personalize the Website
1.3.3
Create Corporate Blogs
1.4
Which Content Management Functions Can You Perform?
1.5
How is Content Defined in WebCenter Sites?
1.6
What is a Content Management (CM) Site?
1.7
What Sample Sites Are Used In This Guide?
2
Logging In
2.1
Logging in to Oracle WebCenter Sites
2.1.1
If You Selected the Contributor Icon
2.2
Resetting a Forgotten WebCenter Sites Password
2.3
Editing Your Oracle WebCenter Sites Profile
2.4
Logging out of WebCenter Sites
3
Planning to Work with WebCenter Sites
3.1
Which Sites Do You Have Access To?
3.2
Which Interfaces Can You Work With?
3.3
Which Type of User Are You?
3.3.1
Are You a Content Contributor?
3.3.2
Are You a Marketer?
3.4
What Type of Site Are You Creating?
3.5
Who Creates the Website's Navigation?
3.6
Does Your Site Support Multilingual Content?
3.7
Will There Be Mobile Versions of the Website?
3.8
Who Publishes Your Content to the Website?
3.9
Is Revision Tracking Enabled on Your Site?
3.10
Are You Participating in a Workflow?
Part II Contributing Content
4
About Contributor
4.1
About the Contributor Window
4.2
Contributor Overview
4.2.1
From the Content Entry Form to the Website
4.2.2
Content Entry Modes
4.3
Exploring Content Management Concepts
4.3.1
Content: Asset Types and Assets
4.3.2
Structured Content Assets and Document Assets
4.3.3
Multilingual Assets
4.3.4
Design Assets
4.3.5
WebCenter Sites Data Models
4.3.6
Site Design
4.4
What Can You Do in the Contributor Interface?
4.4.1
Create and Edit Assets
4.4.1.1
About Form View
4.4.1.2
About Web View
4.4.1.2.1
What is a Slot?
4.4.1.2.2
What is the Difference Between Web Page Layout and Content Layout?
4.4.1.2.3
If You Use Web View, Will You Need to Switch to Form View?
4.4.2
WYSIWYG Editors
4.4.3
Search for and Inspect System-Defined Asset Types
4.4.4
Find Assets
4.4.5
Organize Assets
4.4.6
Preview Content
4.4.7
Link Assets Using CKEditor
4.4.8
Asset Associations
4.4.8.1
Single-Valued and Multi-Valued Associations
4.4.8.2
Parent-Child Associations
4.4.9
Create Multilingual Assets
4.4.10
Create Website Navigation
4.4.11
Mobile Websites
4.4.12
Approval and Publishing
4.4.13
Use Revision Tracking
4.4.14
Workflow
5
Exploring the Contributor Interface
5.1
About This Quick Tour
5.2
Prerequisites for the Quick Tour
5.3
Quick Tour of Using the Contributor Interface
5.3.1
Familiarize Yourself with the Contributor Interface
5.3.2
Organize Your Dashboard
5.3.3
Explore the Trees in the Navigation Pane
5.3.4
Create an Asset
5.3.5
Switch Between Web View and Form View
5.3.6
Preview the Asset
5.3.7
Find and Open an Asset
5.3.8
Edit the Asset in Web View
5.3.9
Edit the Asset in Form View
5.3.10
Work With the Asset In the Context of a Mobile Device
5.3.11
Create a Page Asset And Associate Your QuickTour Asset With It
5.3.12
Include the Page in a Site Navigation
5.3.13
Approve and Publish the Page
5.4
Switch to a Different Site
6
Working with Assets
6.1
About the Functions You Can Perform on Assets
6.2
Creating Assets
6.2.1
Creating an Asset in Form View
6.2.2
Creating an Asset in Web View
6.2.3
Working with Editable Areas of an Asset's Create View
6.2.4
Creating Assets by Copying Existing Assets
6.2.4.1
Creating an Asset by Copying an Existing Asset
6.2.4.2
Copying Multiple Assets at the Same Time
6.2.5
Sharing Assets with Other Sites
6.2.5.1
Which Assets Can You Share?
6.2.5.2
How Do You Share Assets with Other Sites?
6.2.5.3
How Do You Share Multiple Assets with Other Sites?
6.3
Editing Assets
6.3.1
Editing Assets in Form View
6.3.2
Editing Assets in Web View
6.3.2.1
Editing the Content of an Asset in Web View
6.3.2.2
Changing Web Page Layout
6.3.2.3
Changing Content Layout
6.3.2.4
Editing Associations
6.3.2.4.1
Adding or Replacing an Association
6.3.2.4.2
Editing the Content of an Associated Asset
6.3.2.4.3
Removing Associations
6.3.2.4.4
Changing the Position of Content Displayed in a Multi-Valued Slot
6.4
Working with Attribute Editors
6.4.1
Working with the CKEditor
6.4.2
Working with the Image Picker
6.4.3
Working with the Clarkii Online Image Editor
6.4.4
Working with the Date Picker
6.5
Deleting Assets
6.5.1
About Deleting Assets
6.5.2
Asset Deletion Rules
6.5.3
How Do I Delete Assets?
6.6
Finding and Organizing Assets
6.6.1
Search Guidelines
6.6.2
Performing a Simple Search
6.6.3
Performing an Advanced Search
6.6.4
Working with the Search Results List
6.6.4.1
Docking or Undocking the Search Results List
6.6.4.2
Switching Between List View and Thumbnail View
6.6.4.3
Sorting Your Search Results
6.6.4.4
About Navigating Through Your Search Results
6.6.5
Saving Your Search Criteria
6.6.5.1
Saving Your Search Criteria to Your "Saved Searches" Widget
6.6.5.2
Saving Search Criteria as an Asset (of Type ContentQuery)
6.6.6
Finding Bookmarked Assets
6.6.6.1
To find bookmarked assets on the dashboard
6.6.6.2
To find bookmarked assets in the My Work tree
6.6.7
Bookmarking Assets
6.6.7.1
Bookmarking a Single Asset
6.6.7.2
Bookmarking Multiple Assets
6.6.7.3
Unbookmarking an asset from the Bookmarks node
6.6.7.4
Unbookmarking assets from the Bookmarks widget
6.6.8
Tagging Assets
6.6.8.1
About Tagging Assets
6.6.8.2
Creating Tags in the My Work Tree
6.6.8.3
Adding Existing Tags to the My Work Tree
6.6.8.4
Finding Assets from the My Work Tree
6.6.8.5
Tagging Assets in the Content Entry Form
6.6.8.6
Tagging Assets from a Search Results List
6.7
Previewing Assets
6.7.1
How Do I Preview Assets?
6.7.2
Previewing Future Sites
6.7.2.1
About Start and End Dates
6.7.2.2
Impact of Start and End Dates on Future Preview
6.7.2.3
Assigning Start and End Dates
6.7.2.4
Previewing a Site as It Will Appear at a Future Time
6.7.2.5
Approval for Publishing
6.8
Associating Assets
6.8.1
Disassociating Assets
6.8.2
Assigning a Parent Asset to a Child Asset
6.8.3
Working with Grouped Assets
6.8.3.1
Working with Collections
6.8.3.2
Building a Collection
6.8.3.3
Working with Recommendations
6.9
Linking Assets and URLs
6.9.1
About Linking Two Assets Directly
6.9.2
Prerequisites for Linking Assets
6.9.3
Creating a Link to Another Asset
6.9.4
Linking Two Assets by Inclusion
6.9.5
About Linking Two Assets Through an Image Asset
6.9.6
Linking Through an Image from the Bookmarks Node
6.9.6.1
Including the Image Asset in the Referring Asset
6.9.6.2
Linking the Image Asset to the Target Asset
6.9.6.3
Testing the Linked Image
6.9.7
Linking Assets to URLs
6.10
Defining Website Navigation
6.10.1
Placing and Unplacing Pages
6.10.1.1
Placing a Page
6.10.1.2
Unplacing a Page
6.10.2
Creating a Website's Navigation by Copying a Navigation
6.11
Working with Multilingual Assets
6.11.1
About Working with Multilingual Assets
6.11.2
Setting or Changing an Asset's Locale Designation
6.11.3
Creating a Translation of an Asset
6.11.4
Examining the Available Translations of an Asset
6.11.5
Changing the Master Asset of a Multilingual Set
6.12
Working with Vanity URLs
6.12.1
Creating Vanity URLs for Assets
6.12.2
Viewing Vanity URLs
6.12.3
Managing Vanity URLs
6.13
About Access Permissions
6.13.1
About Access Permissions
6.13.2
Ways to Set Access Permissions
6.13.3
Setting Access Permissions from the Contributor Interface
7
Working with Mobile Device Content
7.1
About Mobile Websites
7.1.1
How Do I Create Mobile Websites?
7.1.2
How Do I Edit Mobile Websites?
7.1.3
How Do I Preview Mobile Websites?
7.1.4
How Do I Approve Mobile Websites for Publishing?
7.2
About Creating a Mobile Website
7.2.1
About Creating or Copying the Content for the Mobile Website
7.2.2
About Creating or Copying the Navigation for the Mobile Website
7.3
Editing Assets in the Context of a Mobile Device
7.3.1
Using Placed Page Assets for Mobile Devices
7.4
Choosing Your Preferred Devices for Preview
7.5
Previewing Assets in the Context of a Mobile Device
7.6
About Approving a Mobile Site Navigation for Publishing
8
Approving and Publishing Content
8.1
About Approval, Publishing, Revision Tracking, and Workflow
8.1.1
About the Approval Process
8.1.1.1
Dependencies
8.1.1.2
Approval States
8.1.2
About the Publishing Feature in the Contributor Interface
8.1.3
About Revision Tracking
8.1.3.1
Checkout and Checkin
8.1.3.1.1
Releasing Locked Assets
8.1.3.1.2
Functions That Automatically Checkout an Asset To You
8.1.3.2
Rollback and Revision History
8.1.4
About Workflow
8.1.4.1
Workflow and Assets
8.1.4.2
States and Steps
8.1.4.3
Users, Roles, and Participants
8.1.4.4
Workflow Assignments
8.1.4.4.1
Assignment Duration
8.1.4.4.2
Voting Your Assignments
8.1.4.4.3
Delegating Your Assignments
8.1.4.5
Deadlocks
8.1.4.6
Sample Workflow
8.1.4.6.1
Sample Workflow States and Steps
8.1.4.6.2
Sample Workflow Scenario
8.2
Performing Approval Tasks
8.2.1
Approving an Asset for Publishing
8.2.2
Approving a Site Navigation for Publishing
8.2.3
Checking an Asset's Approval Status
8.2.3.1
Opening an Asset that is Currently Assigned to You
8.2.4
Removing Assets from the Publishing Queue
8.3
Using the Publishing Feature in the Contributor Interface
8.3.1
Publishing an Approved Asset
8.3.2
Publishing Assets from the Search Results List
8.3.3
Checking the Status of Your Publishing Sessions
8.4
Revision Tracking
8.4.1
About Revision Tracking
8.4.2
Checking Out Assets
8.4.2.1
Checking Out an Asset in Form View
8.4.2.2
Checking Out an Asset in Web View
8.4.3
Examining Your Checkouts
8.4.4
Undoing a Checkout
8.4.4.1
Undoing the Checkout of an Asset Displayed in Form View
8.4.4.2
Undoing the Checkout of an Asset Displayed in Web View
8.4.5
Checking In Assets
8.4.5.1
Checking In an Asset Displayed in Form View
8.4.5.2
Checking In an Asset Displayed in Web View
8.4.6
Examining Revision History
8.4.7
Reverting to a Previous Version (Rollback)
8.5
Participating in Workflow
8.5.1
About Workflow
8.5.2
Sample Workflow
8.5.3
Viewing Your Assignments
8.5.4
Using Workflow Functions
8.5.4.1
Assigning an Asset to a Workflow
8.5.4.2
Setting a Process Deadline
8.5.4.3
Setting an Assignment Deadline
8.5.4.4
Finishing Your Assignments
8.5.4.5
Delegating Your Assignments
8.5.4.6
Abstaining from Voting
8.5.4.7
Resolving Deadlocks
8.5.4.8
Removing an Asset from Workflow
8.5.4.9
Viewing an Asset's Participant (Assignee) List
8.5.4.10
Setting Workflow Participants
8.5.4.11
Examining the Workflow Progress of an Asset
Part III Marketing and Analyzing
9
Understanding WebCenter Sites: Visitor Services
10
Working with A/B Testing
10.1
A/B Test Overview
10.2
Before You Begin A/B Testing
10.3
Creating A/B Tests
10.3.1
Switching In and Out of A/B Test Mode
10.3.1.1
Switching Into A/B Test Mode
10.3.1.2
Switching Out of A/B Test Mode
10.3.2
Creating, Copying, and Selecting A/B Tests
10.3.2.1
Creating an A/B Test for a Page
10.3.2.2
Copying A/B Tests
10.3.2.3
Selecting A/B Tests
10.3.3
Setting Up A/B Test Variants
10.3.3.1
Adding/Selecting and Editing A/B Test Variants
10.3.3.2
Changing the Page Layout of an A/B Test Variant
10.3.3.3
Deleting A/B Test Variants
10.3.4
Setting Up A/B Test Criteria
10.3.4.1
Specifying the Start and End of an A/B Test
10.3.4.2
Selecting the Confidence Level of an A/B Test
10.3.4.3
How the A/B Test Confidence Level is Calculated
10.3.4.4
Specifying the Goal to Track in an A/B Test
10.3.4.5
Specifying Visitors or Segments to Target in A/B Tests
10.4
Approving and Publishing A/B Tests
10.5
Using A/B Test Results
10.5.1
Viewing A/B Test Results
10.5.2
The A/B Test Report
10.5.3
Making Site Changes Based on A/B Test Results
10.6
Deleting an A/B Test
11
Working with Engage Assets
11.1
About Engage Assets
11.1.1
Using Segments to Categorize Visitors
11.1.2
Making Recommendations to Segmented Visitors
11.1.3
Basing Promotions on Buying Patterns
11.2
Grouping Visitors into Segments with Engage
11.2.1
About Segments
11.2.1.1
Segments and Visitor Data Assets
11.2.1.2
Developing Segments: Process Overview
11.2.2
About the Segment Forms
11.2.2.1
Segment Content Section
11.2.2.2
The Segment Detail Tab
11.2.2.2.1
Categories
11.2.2.2.2
The Shopping Cart Criterion
11.2.3
Creating Segments
11.2.3.1
Name and Define the Segment
11.2.3.2
Create Segment Filtering Criteria with Visitor Attributes
11.2.3.3
Create Segment Filtering Criteria with History Definitions
11.2.3.3.1
Filtering Based on a Total
11.2.3.3.2
Filtering Based on a Count
11.2.3.3.3
Filtering Based on the First Time a History Definition Was Recorded
11.2.3.3.4
Filtering Based on the Most Recent Time a History Definition Was Recorded
11.2.3.3.5
Adding a History Attribute to Further Define the Segment
11.2.3.3.6
Adding Products to Further Define the Segment
11.2.3.4
Define the Segment with Shopping Cart Criteria
11.2.4
Sample Segment Assets
11.2.5
Previewing a Segment
11.2.6
Publishing Segments
11.2.7
After You Publish
11.3
Creating and Configuring Recommendations with Engage
11.3.1
Recommendation Assets
11.3.2
Asset Selection Factors
11.3.2.1
Ratings
11.3.2.2
Confidence
11.3.2.3
Selection Criteria
11.3.2.4
Sort Criteria
11.3.3
Asset Recommendation Processes
11.3.3.1
Static Lists in List Mode
11.3.3.2
Static Lists in Recommendation Mode
11.3.3.3
Dynamic Lists
11.3.3.4
Related Items
11.3.4
Creating Recommendation Assets
11.3.4.1
Recommendation Development Overview
11.3.4.2
Creating Static Lists Recommendations in List Mode
11.3.4.3
Creating Static List Recommendations in Recommendation Mode
11.3.4.4
Creating Dynamic Lists Recommendations
11.3.4.5
Creating Related Items Recommendations
11.3.5
Editing Recommendation Assets
11.3.6
Configuring Assets to Be Recommended
11.3.6.1
Assigning Ratings to an Asset
11.3.6.2
Configuring Asset Relationships Using Related Items Recommendations
11.3.7
Verifying Recommendation Assets
11.3.8
Publishing Rated Flex Assets
11.4
Creating Promotions
11.4.1
About Promotions
11.4.1.1
About Promotions and Recommendations
11.4.1.2
When Promotions Overlap
11.4.2
Creating Promotions
11.4.2.1
Name and Define the Promotion
11.4.2.2
Define the Goals for the Promotion
11.4.2.3
Define Which Visitors Are Eligible for the Promotion
11.4.2.4
Define the Discount
11.4.2.4.1
Discounting the Entire Shopping Cart
11.4.2.4.2
Discounting Specific Products
11.4.2.4.3
Discounting the Shipping Costs
11.4.2.4.4
Specifying a Store
11.4.2.5
Define the Promotion's Duration
11.4.2.6
Advertise the Promotion on Your Site
11.4.3
Sample Promotion Asset
11.4.4
Publishing Promotions
Part IV Reference
12
Navigational Reference
12.1
Menu Bar
12.2
Navigation Pane
12.3
Workspace: Home Tab
12.3.1
Bookmarks Widget
12.3.2
Saved Searches Widget
12.3.3
Assignments Widget
12.3.4
Checkouts Widget
12.4
Workspace: Asset Tab
12.4.1
Asset Toolbar
12.4.2
Form Section Selector
12.5
Search and Browse Tabs
12.6
Split View: Asset Tab and Search Results List
12.7
Icons
13
Keyboard Shortcuts for the Contributor Interface
13.1
Keyboard Shortcuts
13.1.1
Shortcuts for Navigating in the Contributor Interface
13.1.2
Shortcuts for Working with the Search Feature
13.1.3
Shortcuts for Bookmarking and Unbookmarking Assets
13.1.4
Shortcuts for Working with an Asset
13.1.5
Shortcuts for Working with Dialogs
13.1.6
Shortcuts for Working with the Calendar Tool
13.2
Examples of Working with Keyboard Shortcuts
Scripting on this page enhances content navigation, but does not change the content in any way.