56 Adding Tagging to a Portal
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.
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:
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 Similarly Tagged Items Task Flow Properties"
See Also:
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 View Actions Menu on a Tags Task Flow"
To set Tagging task flow properties:
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 |
---|---|---|
|
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) |
|
This parameter has a different meaning for the Similarly Tagged Items task flow and the Tags task flow.
|
Tags (or Tagging - Personal View) Similarly Tagged Items (or Tagging - Related Links) |
|
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) |
|
Redirection URL for anonymous page login. This must include the |
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.