1 Preparing for the Tutorial

1.2.1 Create the Sales Role and Assign Users to It

Custom application roles (sometimes known as user-defined roles) are specific to your WebCenter Spaces application. When you set up your instance of WebCenter Spaces the first time, you most likely identified which roles were required for your enterprise, chose suitable names, and defined the responsibilities of each role. For example, an education environment might require roles such as Teacher, Student, and Guest, while roles such as Finance, Sales, Human Resources, and Support would be more appropriate for a corporate environment.

To allow users to complete this tutorial, you must define a role called Sales, and assign the users Monica, Zeba, and Asok to it. To do this:

1. Log on to WebCenter Spaces as a WebCenter Spaces administrator.

2. Click Administration in the Banner.

   The Administration Welcome page displays, which lists frequently performed tasks on the left, along with links to the associated areas of WebCenter Spaces. There's also links to the WebCenter documentation along the right side of the page.

   Figure 1-1 WebCenter Administration Welcome Page

   
   

3. On the Welcome page, click Manage WebCenter Users and Roles.

4. Click Create Role.

5. In the Role Name field, type Sales.

6. In the Template Role field, select Spaces-User.

   As the name implies, a template role allows you to start with a role that has already been defined (such as Administrator, Spaces-User, and so on), then customize it under the new name to make it unique.

7. Click OK.

   You should see the Sales role column now on the right side of the page under Roles.

   Now we need to assign this role to the users Monica, Asok, and Zeba.

8. While still on the Security page, click the Users tab:

   Figure 1-2 Assigning Users to Roles

   
   

9. In the middle field, type Monica, and select Sales from the Role pull-down.

10. Click Grant Access.

    You should now see Monica and her new role beneath Manage Existing Grants, as shown here:

    Figure 1-3 Monica Assigned to the Sales Role

    
    

11. Repeat Steps 9 and 10 for the users Zeba and Asok.

1.2.2 Establish Permissions

Before Monica and others can interact with key services and components within WebCenter Spaces, you must ensure that they have permissions to do. In this tutorial, Monica and Zeba will create group spaces and pages. Monica will also add a Discussions forum to a page, and establish a link between a page and an event. Each of these actions require permission, which you grant at the role level. As you've just created the Sales role and assigned Monica and Zeba to it, you can provision that role to give both users access to the things they need.

1. While still on the Security page, click Roles.

2. In the Sales column, click the Manage check box in the row corresponding to each of these areas:

   • Group Spaces

   • Pages

   • Discussions

   • Links

   When you finish, your screen should look like this:

   Figure 1-4 Setting Permissions for the Sales Role

   
   

   While the Manage permission means different things for each permission category, it always includes all the actions listed below it. For example, a user with Manage privileges for group spaces will also be able to configure (that is, contribute content to), view, and create group spaces.

3. Click Apply.

1.2.3 Create a Business Role Page

A business role page is an efficient way of rolling out pages to a common audience. When you create a business role page and assign it to a role, the users assigned to that role automatically see the page in their personal spaces. Only WebCenter Spaces administrators can create business role pages.

To perform the work in this tutorial, your users need a business role page called Sales. To create this page:

1. In Administration, click Personal Space.

   Although you may find it a bit odd to see a page called Personal Space as part of WebCenter Administration, it makes more sense when you understand that you use this area to create pages that are displayed in other people's personal spaces—namely, business role pages.

   Personal Space offers two tabs, Pages and Sidebar. The Pages tab lists all the business role pages that have been created for this instance of WebCenter Spaces, as well as all the personal pages for all users:

   Figure 1-5 Manage Personal Pages

   
   

2. Click Create New Business Role Page:

   Figure 1-6 Create Business Role Page Icon

   
   

   The Create Page dialog is displayed:

   Figure 1-7 Create Page Dialog

   
   

3. In the Page Name field, type Sales.

4. Leave the Scheme and Scheme Background fields defaulted.

5. To select a layout for the page, click the radio button beneath Left Narrow (page with a navigation bar along the left).

6. Click Create.

   Your screen should now look something like this:

   Figure 1-8 Sales Page in Edit Mode

   
   

The user Monica will take it from here in Chapter 3, "Adding Content to A Page", which guides her through the process of populating the page with different types of content. Your next task is to set permissions on the page so that everyone else assigned to the Sales role can see it, and so that Monica can edit it.

1.2.4 Set Permissions On the Page

You can set permissions on a business role page either through the WebCenter Administration Personal Space tab (Figure 1-5, "Manage Personal Pages"), or from the page itself. Since you already have the page in Edit mode, let's do it from here.

1. Click Page Properties.

2. In the Page Properties dialog, click the Security tab.

3. Click Add Access.

4. In the Search field, type Sales and click the blue arrow:

   Figure 1-9 Finding the Sales Role

   
   

5. Highlight the Sales role and click Select.

   Your screen should now look something like this:

   Figure 1-10 Granting View Privileges to the Sales Role

   
   

   By default, the Sales role is assigned the View page access level (indicated by the eyeglasses icon), which means that everyone belonging to this role can see the page, but not edit it. This is appropriate for everyone in your group, with one exception—Monica, who requires Edit access.

6. Click Add Access again so you can locate Monica's name in the Add Access dialog.

7. Use the Search field to locate Monica's name.

8. When you've found it, highlight Monica and click Select.

9. Back on the Security tab, click the checkbox beneath the pencil icon to assign edit privileges to Monica:

   Figure 1-11 Giving Edit Access to Monica

   
   

10. Click OK to save your changes and close this dialog.

11. Click Close to exit edit mode, taking care to save your changes to the Sales page.

Your work on the Sales page is now finished. When people who belong to the Sales role log on, they'll see this page within their own personal spaces.

1.2.5 Make the Necessary Information Available

Your users will need several documents to populate their WebCenter pages with meaningful content. These files have been zipped into a file and placed on OTN so you that you can download it to a server that is accessible to your users.

To make the necessary files available:

1. Download SpacesTutorial11gR1.zip from http://www.oracle.com/technology/products/webcenter/files/spacestutorial11gr1.zip and extract the files to a centrally accessible server. The files are:

   • HR_Process_and_Guidelines.doc

   • StandardsDiscount.csv

   • BIchart1.jpg

   • BIchart2.jpg