56 Adding Tagging to a Portal

Enable users to add and manage tags on portal pages. Portal users can tag a page to improve search results.

Permissions:

To perform the tasks in this chapter, you must be a portal manager or a portal member with the portal-level permission Basic Services: Edit Page Access and Structure (simple permissions) or Pages: Edit Pages (advanced permissions).

For more information about permissions, see About Roles and Permissions for a Portal.

About Tagging on Portal Pages

For general information about tags and the Tag Center, see About Tags and About the Tag Center in Using Portals in Oracle WebCenter Portal.

On a portal page, tagging functionality includes a Tags icon and Tagging task flows:

  • Tags icon. When you include a Tags icon (Figure 56-1) on a portal page, users with access to that page can click the icon to apply one or more tags to the page. See Adding a Tags Icon to a Portal Page.

  • Tagging task flows. WebCenter Portal includes the following Tagging task flows (views), which you can add to a page to enable users to work with tags (see Adding a Tagging Task Flow to a Page):

    Table 56-1 Tagging task flows (views)

    Task Flows in Built-In Resource Catalogs Equivalent Task Flows in Resource Registry (to add to a custom resource catalog) Description

    Tags

    Tagging – Personal View

    Displays tags created by the current user. A user can sort, filter, rename, and delete tags. Clicking a tag displays the Tag Center, where that tag is selected.

    Tag Cloud

    Tagging – Tag Cloud

    Tagging – Tag Selection

    Displays the tags that have been created by all users. Clicking a tag displays that tag’s resources in the Tag Cloud Related Resources task flow.

    Tag Cloud Related Resources

    Tags (or Tagging - Personal View)

    Similarly Tagged Items (or Tagging - Related Links)

    Displays tagged items for a tag selected in the Tag Cloud task flow.

    Similarly Tagged Items

    Similarly Tagged Items (or Tagging - Related Links)

    Displays other pages or documents that have at least one tag in common with the current page.

    N/A

    Tagging – Dialog

     

Adding a Tags Icon to a Portal Page

The most typical (recommended) way to add a Tags icon to a portal page is to include a Tags component in the page template that is set for the portal (see Changing the Page Template for a Portal). All pages in the portal will then include a Tags icon. Alternatively, you can add a Tags component to an individual page. This section describes both methods:

Adding a Tags Component to a Page Template

When you include a Tags component in the page template that is used to create pages in the portal, then all pages will include a Tags icon, until you change the page template for the portal to one that does not include Tags component.

To add a Tags component to a page template:
  1. Create or edit a page template (see Creating a Page Template or Editing a Page Template).
  2. In Structure View, add a Tags component to the page template (see Adding a Component in Structure View).

    Note:

    In the Default Page Template Catalog, the Tags component is available under Portal Components.
When you select this page template in the portal administration settings (see Changing the Page Template for a Portal), then all pages created in the portal will include a Tags icon.

Adding a Tags Component to an Individual Page

If you do not want all pages created in a portal to include a Tags icon, then instead of adding a Tags component to the page template used to create pages as described in Adding a Tags Component to a Page Template, you can add a Tags component to an individual page.

To add a Tags component to an individual page:

  1. Open the page in the page editor (see Opening a Page in the Page Editor).
  2. Add a Tags component to the page (see Adding a Component to a Page).

    Note:

    The presence or location of the Tags component in the resource catalog depends on how the resource catalog is configured. For example, this component is not available in the Default Portal Catalog provided with WebCenter Portal, so you will only see an entry for it if it has been added to the resource catalog that has been made available to the page.

    For information about creating a custom resource catalog, see Creating a Resource Catalog; to add the Tags component, see Adding a Resource to a Resource Catalog (in the Add Resource Catalog Item dialog, select Portal Components, then scroll to Tags). Once you have added the Tags component to a custom resource catalog, you need to make the resource catalog Available, then make it active for pages in the portal, as described in Changing the Resource Catalogs in a Portal.

Adding a Tagging Task Flow to a Page

When you add a Tagging task flow to a page, WebCenter Portal users can work with the views provided by the task flows, as described in the following sections in Using Portals in Oracle WebCenter Portal:

For the steps to add one or more Tagging task flows to a page, see Adding a Component to a Page.

Tip:

The presence or location of the Tagging task flows in the resource catalog depends on how the resource catalog is configured. For example, in the default resource catalog, the Tagging task flows are included under the Tagging and Searching folder.

Working with Tagging Task Flow Properties

Tagging task flows have associated properties, which users with sufficient privileges can access through the task flows’ View Actions menu. For example, select Parameters to display the Parameters dialog (Figure 56-3).

Figure 56-3 Similarly Tagged Items Task Flow Properties

Description of Figure 56-3 follows
Description of "Figure 56-3 Similarly Tagged Items Task Flow Properties"

The following sections provide information about properties of Tagging task flows and describe the task flow parameters:

Setting Tagging Task Flow Properties

In the page editor, selecting any component exposes a View Actions menu (Figure 56-4), which provides access to the component’s properties: Parameters, Access, Display Options, Style, and Content Style.

Figure 56-4 View Actions Menu on a Tags Task Flow

Description of Figure 56-4 follows
Description of "Figure 56-4 View Actions Menu on a Tags Task Flow"

To set Tagging task flow properties:

  1. Open the page that contains the task flow in the page editor (see Opening a Page in the Page Editor).
  2. Select the task flow, then click the View Actions menu and select the properties you want to set:
    • Parameters control the default task flow content. For descriptions of each parameter, see Tagging Task Flow Parameters. Parameters can be wired to events, and can be used facilitate the wiring of the task flow to page parameters and page definition variables. For more information, see Wiring Pages and Components.

    • 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 Expression Editor icon icon next to a property, then select Expression Builder to open the editor.

    Note:

    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 for Oracle WebCenter Portal.

  3. Save your changes.

Tagging Task Flow Parameters

Table 56-2 describes the parameters that are unique to the Tagging task flows.

Table 56-2 Tagging Task Flow Parameters

Parameter Description Task Flow

Resource ID

Unique ID of the item or resource within a given tool/service that is used to find similarly tagged items. This value is set automatically. Do not change this value unless you want to show items similar to a different resource.

Similarly Tagged Items (or Tagging - Related Links)

Service ID

This parameter has a different meaning for the Similarly Tagged Items task flow and the Tags task flow.

  • In Tagging - Related Links, it is a resourceId/serviceId pair that describes what item the listed objects are similar to. This value is set automatically. Do not change this value unless you want to show items similar to a different resource belonging to a different tool/service.

  • In Tags, it limits the tags and tagged items to this tool/service; for example, oracle.webcenter.page.

Tags (or Tagging - Personal View)

Similarly Tagged Items (or Tagging - Related Links)

Scope of Tags

Scope of tags. This value is set automatically. Do not change this value.

Tag Cloud (or Tagging - Tag Selection)

Tag Cloud Related Resources (or Tagging - Tagged Items)

Redirect URL

Redirection URL for anonymous page login. This must include the /faces prefix; for example, /faces#{facesContext.viewRoot.viewId} If null or empty, then no login is displayed.

Tagging - Dialog

Note:

You should not change tags task flow properties unless you want to show items from a different resource or different tool or service.

Working with Tagging Features and Task Flows

For information about how users work with tags they add and the Tagging task flows (views), see Working with Tags in Using Portals in Oracle WebCenter Portal.