2 Getting WebCenter Spaces Up and Running

Getting WebCenter Spaces up and running and ready for use requires input from both the Fusion Middleware administrator and the WebCenter Spaces administrator. This chapter outlines the roles and responsibilities of each administrator who may, in some cases, be the same person.

The chapter also outlines what must be done, after installation, to get WebCenter Spaces up and running. Some roadmaps are provided to guide you through this process.

This chapter includes the following sections:

Section 2.1, "Role of the Fusion Middleware Administrator"
Section 2.2, "Role of the WebCenter Spaces Administrator"
Section 2.3, "Installing WebCenter Spaces"
Section 2.4, "Setting Up WebCenter Spaces for the First Time (Roadmap)"
Section 2.5, "Customizing WebCenter Spaces for the First Time (Roadmap)"

Audience

The content of this chapter is intended for Fusion Middleware administrators responsible for WebCenter Spaces (users granted the Admin role through the Oracle WebLogic Server Administration Console) and WebCenter Spaces administrators (users granted the Administrator role throughWebCenter Spaces Administration).

Note:

Administrators working with custom WebCenter applications developed using Oracle WebCenter Framework, should refer to Chapter 4, "Getting Custom WebCenter Applications Up and Running".

2.1 Role of the Fusion Middleware Administrator

Oracle Fusion Middleware provides a single administrative role with complete administrative capabilities—the Admin role. Fusion Middleware administrators with this role can perform the complete range of security-sensitive administrative duties, and all installation, configuration, and audit tasks. This administrator is also responsible for setting up and configuring WebCenter Spaces immediately after installation, and performing on-going administrative tasks for WebCenter Spaces and other Oracle WebCenter components. Throughout this document we refer to this administrator as the Fusion Middleware administrator.

During installation, a single Fusion Middleware administrator account is created named weblogic. The password is the one provided during installation.

Use this administrator account to log in to the Fusion Middleware Control Console and WebCenter Spaces, and assign administrative privileges to other users:

Fusion Middleware Control - Add one more users to the Administrator group using the Oracle WebLogic Administration Console or Oracle WebLogic Scripting Tool (WLST). For details, see "Administrative Users and Roles" in Oracle Fusion Middleware Security Guide.

Oracle WebLogic Server provides two other roles, in addition to the Admin role, namely Operator and Monitor. To find out more about these role, see Table 1-6, "WebCenter Operations and Oracle WebLogic Server Roles"in Section 1.8, "Understanding Administrative Operations, Roles, and Tools".
WebCenter Spaces - Assign one more users the Administrator role through WebCenter Spaces Administration. For details, see Section 28.2.4, "Giving a User Administrative Privileges".

To find out what other tasks a Fusion Middleware administrator must do to get WebCenter Spaces up and running, follow the Roadmap - Customizing WebCenter Spaces for the First Time.

Note:

The Fusion Middleware administrator is also responsible for all on-going administrative tasks, for details see Section 3.3, "System Administration for WebCenter Spaces (Roadmap) ".

2.2 Role of the WebCenter Spaces Administrator

WebCenter Spaces administrators have the highest application privileges within the WebCenter Spaces application itself. This administrator can view and customize every aspect of the WebCenter Spaces application and is responsible for customizing WebCenter Spaces out-of-the-box and maintaining the application after it is in use.

Out-of-the-box, the default Fusion Middleware administrator (weblogic) is the only user assigned to the WebCenter Spaces Administrator role. The password is the one provided during installation. Use this administrator account to log in to WebCenter Spaces, and assign additional users the Administrator role. For details, see Section 28.2.4, "Giving a User Administrative Privileges".

To find out what a WebCenter Spaces administrator must do to customize WebCenter Spaces out-of-the-box, follow the Roadmap - Customizing WebCenter Spaces for the First Time.

Note:

The WebCenter Spaces administrator is also responsible for all on-going administrative tasks, for details see Section 3.4, "Application Administration for WebCenter Spaces (Roadmap) ".

2.3 Installing WebCenter Spaces

WebCenter Spaces installation is described in the Oracle Fusion Middleware Installation Guide for Oracle WebCenter.

2.4 Setting Up WebCenter Spaces for the First Time (Roadmap)

The roadmap in Table 2-1 outlines the tasks that a Fusion Middleware administrator must perform to get a WebCenter Spaces up and running.

Table 2-1 Roadmap - Setting Up WebCenter Spaces for the First Time

Step	Documentation	Role
Step 1 - Verify your Oracle WebCenter Spaces installation	Install WebCenter Spaces, start the managed server, log in to the application with default credentials, and assign administration privileges to one or more users: Installing WebCenter Spaces Starting Node Manager Starting and Stopping Managed Servers for WebCenter Application Deployments Logging into WebCenter Spaces as an Administrator Giving a User Administrative Privileges Tip: WebCenter Spaces URL is `http://<host>:<port>/webcenter/spaces` If the default administrator was changed at install time, you must grant that user WebCenter Spaces administrative privileges before logging in to WebCenter Spaces. See "Granting the WebCenter Spaces Administrator Role to a WebCenter Spaces User".	Fusion Middleware Admin
Step 2 - Launch Fusion Middleware Control	Launch Fusion Middleware Control Console, a Web-based management tool for WebCenter Spaces: Displaying Fusion Middleware Control Console Navigating to the Home Page for WebCenter Spaces Tip: Fusion Middleware Control Console URL is `http://<host>:<port>/em` Learn about the command-line administration tool WLST. See "Oracle WebLogic Scripting Tool (WLST)".	Fusion Middleware Admin
Step 3 - Configure WebCenter Spaces workflows	Connect the application to the BPEL server where WebCenter Spaces workflows are installed: Back-End Requirements for WebCenter Spaces Workflows Specifying the BPEL Server Hosting WebCenter Spaces Workflows	Fusion Middleware Admin
Step 4 - Connect back-end services	Configure back-end services for WebCenter Spaces through Fusion Middleware Control Console. See:	Fusion Middleware Admin
Content Repositories	Managing Content Repositories
Mail Servers	Managing the Mail Service
BPEL Servers	Managing the Worklist Service
Collaboration Services	Managing the Announcements and Discussions Services Managing the Instant Messaging and Presence Service Managing the Wiki and Blog Services
Calendar Services	Managing the Events Service
Secure Enterprise Search	Managing the Search Service
Group Space Events, Links, Lists, Notes, and Tags	No additional set up required. The WebCenter repository and MDS repository required for these services are configured out-of-the-box.
Step 5 - Connect external applications and portlet producers	Configure external applications and portlet producers for WebCenter Spaces. See:	Fusion Middleware Admin
External Applications	Managing External Applications
Portlet Producers	Registering WSRP Producers Registering Oracle PDK-Java Producers
Step 6 - Connect back-end severs to the same identity store as WebCenter Spaces	Ensure that back-end servers, supporting Wikis and Blogs, Discussions and Announcements, Presence, and Oracle Content Server, share the same identity store as WebCenter Spaces: Configuring the Identity Store See also Oracle Fusion Middleware Security Guide.	Fusion Middleware Admin
Step 7 - Secure communication with WebCenter Spaces	Configure secure communication: Configuring WebCenter Applications and Components to Use SSL Configuring WS-Security Configuring a WebCenter Application to Use Single Sign-On See also Oracle Fusion Middleware Security Guide.	Fusion Middleware Admin
Step 8 - Restart the managed server and WebCenter Spaces	Restart the managed server on which WebCenter Spaces is deployed to effect configuration changes, and then login to WebCenter Spaces with administrative privileges: Starting and Stopping Managed Servers for WebCenter Application Deployments Logging into WebCenter Spaces as an Administrator	Fusion Middleware Admin
Step 9 - Verify your WebCenter Spaces configuration	Verify WebCenter Spaces configuration: identity store, services, applications, and so on. Logging into WebCenter Spaces as an Administrator Tip: WebCenter Spaces URL is `http://<host>:<port>/webcenter/spaces`	Fusion Middleware Admin
Step 10 - Customize WebCenter Spaces and grant application roles	The WebCenter Spaces administrator is responsible for WebCenter Spaces customizations and user role assignments: Customizing WebCenter Spaces for the First Time (Roadmap)	WebCenter Spaces Admin

2.5 Customizing WebCenter Spaces for the First Time (Roadmap)

The roadmap in Table 2-2 outlines the tasks that a WebCenter Spaces administrator might perform to customize WebCenter Spaces for a new target audience.

Table 2-2 Roadmap - Customizing WebCenter Spaces for the First Time

Step	Documentation	Role
Step 1 - Log in to WebCenter Spaces	Login to WebCenter Spaces with administrative privileges and access the administration pages: Logging into WebCenter Spaces as an Administrator Tip: WebCenter Spaces URL is `http://<host>:<port>/webcenter/spaces`	WebCenter Spaces Admin
Step 2 - Customize WebCenter Spaces	Customize WebCenter Spaces to suit your audience. Choose a name and logo for your application, apply a corporate brand, set language options, and more: Naming Your WebCenter Customizing the Online Help Link Choosing the Default Display Language Applying Look and Feel Using Skins Customizing Copyright and Privacy Statements ... for more options, see Chapter 27, "Customizing WebCenter Spaces".	WebCenter Spaces Admin
Step 3 - Determine self-registration policy	Establish your policy regarding new user registration. Allow users outside of the WebCenter Spaces community by to self -register on an invitation-only basis or extend self-registration to the public: Enabling Self-Registration By Invitation-Only Enabling Anyone to Self-Register	WebCenter Spaces Admin
Step 4 - Plan the public user experience	First impressions are extremely important. Determine the content displayed on your Welcome page and the appearance of WebCenter Spaces before users login: Customizing the Public Welcome Page Customizing the Login Page Customizing the Self-Registration Page Choosing the Default Display Language Granting Permissions to the Public-User	WebCenter Spaces Admin
Step 5 - Create roles and delegate responsibilities to other users	Create roles to characterize groups of WebCenter users and determine what they can see and do in WebCenter Spaces. Manage and assign roles for any user in the identity store: Understanding Users, Roles, and Permissions Assigning Users (and Groups) to Roles Defining Application Roles Giving a User Administrative Privileges Modifying Application Role Permissions	WebCenter Spaces Admin
Step 6 - Customize personal spaces	Design a default personal space for your WebCenter users. Give them instant access to important information and applications relevant to their roles: Setting Up a Default Look and Feel for Personal Pages Creating a Business Role Page Encourage or enforce a consistent look and feel through default page schemes and default page templates: Setting Up a Default Look and Feel for Personal Pages	WebCenter Spaces Admin
Step 7 - Set up discussion forums and announcements	Configure default options for discussion forums and announcements: Setting Discussion Forum Options	WebCenter Spaces Admin
Step 8 - Set up people connection components	Configure defaults for activity streams, personal profiles, connections, messages boards, and feedback: Configuring the People Connections Service in WebCenter Spaces	WebCenter Spaces Admin
Step 9 - Set up mail	Configure default options for everyone's mail: Setting Mail Options	WebCenter Spaces Admin
Step 10 - Provide group spaces and group space templates	In WebCenter, users can create and manage group spaces without centralized administration. Give them a head-start by creating templates for the types of group spaces they are likely to build: Building Group Spaces Creating Group Space Templates	WebCenter Spaces Admin
Step 11 - Customize the Sidebar	Give users quick access to frequently used applications and collaboration services such as mail, worklist assignments, and personal contacts. Display, hide, reorganize, and lock the content of everyone's Personal Sidebar: Hiding and Showing Task Flows in the Sidebar Locking Sidebar Content	WebCenter Spaces Admin
Step 12 - Organize the applications pane	Make WebCenter the single place a user needs to go. Allow users direct access to applications outside WebCenter Spaces that require an HTML form-based login. Expose key external applications in everyone's Personal Sidebar: Making an Application Available to WebCenter Users Arranging the Applications List Locking Applications Displayed in the Applications Pane	WebCenter Spaces Admin