Contents

List of Examples

List of Figures

List of Tables

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

Part I Fundamentals of the WebCenter Spaces Application

1 Understanding Oracle WebCenter Spaces Basics

• 1.1 Introducing the WebCenter Spaces Application
  • 1.1.1 Understanding the WebCenter Spaces Application
  • 1.1.2 Understanding the Sidebar and Personal and Group Spaces
    • 1.1.2.1 Understanding the Sidebar
    • 1.1.2.2 Understanding Personal Spaces
      • 1.1.2.2.1 Personal Pages
      • 1.1.2.2.2 Business Role Pages
    • 1.1.2.3 Understanding Group Spaces
  • 1.1.3 Understanding Oracle Composer
• 1.2 Introducing WebCenter Services
• 1.3 A Day in the Life of WebCenter

2 Learning Your Way Around

• 2.1 Registering Yourself with WebCenter Spaces
• 2.2 Logging In and Out of WebCenter Spaces
  • 2.2.1 Logging In to WebCenter Spaces
  • 2.2.2 Logging Out of WebCenter Spaces
• 2.3 Getting to Know Your Personal Space
• 2.4 Viewing Your Personal Profile Gallery
• 2.5 Hiding, Showing, Opening, and Closing Pages
  • 2.5.1 Opening Pages
    • 2.5.1.1 Opening Pages Through the Manage Pages Dialog
    • 2.5.1.2 Accessing Pages that Are Open But Hidden
  • 2.5.2 Hiding Pages
  • 2.5.3 Showing Hidden Pages
  • 2.5.4 Opening Group Spaces
  • 2.5.5 Closing Group Spaces and Other Top-Level Tabs
• 2.6 Initiating Actions from Tabs
  • 2.6.1 What You Should Know About the Page Actions Menu
  • 2.6.2 Accessing a Space or Page Actions Menu
  • 2.6.3 Sending a Message to Group Space Members or Moderators
  • 2.6.4 Exposing a Group Space Page in Your Personal Space
  • 2.6.5 Renaming a Page
  • 2.6.6 Sending a Link to a Page
  • 2.6.7 Previewing and Printing an Application Page
  • 2.6.8 Viewing Space and Page Information
  • 2.6.9 Obtaining a Group Space's Internal ID or a Group Space or Page's Direct URL
• 2.7 Accessing WebCenter Spaces Online Help
• 2.8 Contacting Your Application Administrator

3 Setting Your Personal Preferences

• 3.1 Choosing Your Preferred Display Language
  • 3.1.1 What You Should Know About Display Languages in WebCenter Spaces
  • 3.1.2 Setting a Session Display Language
  • 3.1.3 Setting a User Preference Display Language
• 3.2 Setting Date and Time Preferences
• 3.3 Enabling or Disabling Screen Reader Optimization
• 3.4 Changing Your Application Look and Feel
• 3.5 Changing Your WebCenter Password
• 3.6 Providing Login Information for External Applications
• 3.7 Setting Messaging Preferences
• 3.8 Setting People Connections Preferences
  • 3.8.1 Setting Activity Stream Preferences
  • 3.8.2 Setting Connections Preferences
  • 3.8.3 Setting Profile Preferences
  • 3.8.4 Setting Message Board Preferences
  • 3.8.5 Setting Feedback Preferences
• 3.9 Setting Preferences for WebCenter Spaces Search Results
  • 3.9.1 Selecting the Services to Search
  • 3.9.2 Specifying a Display Order for Search Results
  • 3.9.3 Specifying the Type and Order of Information to Show with Search Results
• 3.10 Selecting Your Preferred Mail Connection

4 Organizing Your Environment

• 4.1 What You Should Know About Organizing Your Environment
• 4.2 Personalizing Your Page View
  • 4.2.1 Rearranging Page Content
    • 4.2.1.1 Rearranging Components by Dragging and Dropping
    • 4.2.1.2 Rearranging Components Using the Actions Menu
  • 4.2.2 Changing Your Page Layout
  • 4.2.3 Removing Components from Your View of a Page
  • 4.2.4 Resizing Components
  • 4.2.5 Collapsing and Expanding Components
• 4.3 Removing Your Page Personalizations
• 4.4 Working with the WebCenter Spaces Sidebar
  • 4.4.1 What You Should Know About the Sidebar
  • 4.4.2 Toggling Sidebar Views
  • 4.4.3 Hiding and Showing Task Flows in the Sidebar
  • 4.4.4 Opening Task Flows from the Sidebar
  • 4.4.5 Jumping to a Task Flow Main View from the Sidebar
• 4.5 Working with External Applications
  • 4.5.1 What You Should Know About External Applications
  • 4.5.2 Logging In to an External Application
  • 4.5.3 Personalizing the Applications Pane
  • 4.5.4 Managing Your External Application Login Credentials

5 Creating and Managing Favorites

• 5.1 What You Should Know About Favorites
• 5.2 Adding Favorites
• 5.3 Adding Favorites Folders
• 5.4 Managing Favorites
  • 5.4.1 Adding a Favorite Through the Manage Favorites Window
  • 5.4.2 Adding a Favorites Folder Through the Manage Favorites Window
  • 5.4.3 Editing Favorites and Favorites Folders
  • 5.4.4 Rearranging Favorites and Favorites Folders
  • 5.4.5 Searching for Favorites
  • 5.4.6 Deleting Favorites and Favorites Folders

Part II Working with WebCenter Spaces Pages

6 Understanding the Page Service and Oracle Composer

• 6.1 Understanding Pages and Page Management in WebCenter Spaces
  • 6.1.1 Understanding WebCenter Spaces Page Types
  • 6.1.2 Introducing the Page Actions Menu
  • 6.1.3 Introducing the Manage Pages Dialog
  • 6.1.4 Introducing Page Styles and Schemes
• 6.2 Introducing Oracle Composer
  • 6.2.1 Accessing Oracle Composer
  • 6.2.2 Introducing Design View and Source View
  • 6.2.3 Introducing the Oracle Composer Catalog
  • 6.2.4 Introducing the Component Properties Dialog
  • 6.2.5 Introducing the Page Properties Dialog
  • 6.2.6 Introducing the Reset Page Button

7 Managing Pages

• 7.1 What You Should Know About the Manage Pages Dialog
• 7.2 Opening the Manage Pages Dialog
• 7.3 Finding Pages in the Manage Pages Dialog
  • 7.3.1 Searching for Pages in the Manage Pages Dialog
  • 7.3.2 Filtering Your View of Pages in the Manage Pages Dialog
• 7.4 Changing the Order of Pages Through the Manage Pages Dialog
• 7.5 Setting Page Creation Defaults for Your Personal Pages
  • 7.5.1 Introducing Default Page Schemes and Styles
  • 7.5.2 Setting Page Creation Defaults for Personal Pages
• 7.6 Creating a Page Through the Manage Pages Dialog
• 7.7 Setting and Revoking Page Access Permissions
  • 7.7.1 Setting Custom Page Access
  • 7.7.2 Making a Personal Page Public
  • 7.7.3 Revoking Custom Page Access
• 7.8 Copying a Page Through the Manage Pages Dialog
• 7.9 Entering Edit Mode Through the Manage Pages Dialog
• 7.10 Deleting a Page Through the Manage Pages Dialog

8 Creating, Editing, and Deleting Pages

• 8.1 Creating Pages
• 8.2 Editing Pages
  • 8.2.1 Entering and Exiting Page Edit Mode
  • 8.2.2 Removing All Edits, Personalizations, and Customizations from a Page
• 8.3 Setting Page Access
• 8.4 Working with Page Layouts, Styles, and Schemes
  • 8.4.1 What You Should Know About Page Layouts, Styles, and Schemes
  • 8.4.2 Changing the Page Scheme and Scheme Background Color
  • 8.4.3 Changing Everyone's Page Layout
    • 8.4.3.1 Switching Everyone's Page Layout Using Change Layout
    • 8.4.3.2 Switching Everyone's Page Layout Using Add Box Icons
• 8.5 Using Pretty URLs for WebCenter Spaces Pages
• 8.6 Deleting Pages

9 Working with Page Layout Components

• 9.1 What You Should Know About Page Layout Components
  • 9.1.1 The Box Layout Component
  • 9.1.2 The HTML Markup Layout Component
  • 9.1.3 The Hyperlink Layout Component
  • 9.1.4 The Image Layout Component
  • 9.1.5 The Movable Box Layout Component
  • 9.1.6 The Text Layout Component
  • 9.1.7 The Web Page Layout Component
  • 9.1.8 Hidden Layout Components
• 9.2 Adding a Layout Component to a Page
• 9.3 Working with Layout Component Properties
  • 9.3.1 Setting Properties on a Layout Component
    • 9.3.1.1 Setting Layout Component Properties in Design View
    • 9.3.1.2 Setting Layout Component Properties in Source View
  • 9.3.2 Working with Box Layout Component Properties
  • 9.3.3 Working with HTML Markup Layout Component Properties
  • 9.3.4 Working with Hyperlink Layout Component Properties
  • 9.3.5 Working with Image Layout Component Properties
  • 9.3.6 Working with Movable Box Layout Component Properties
  • 9.3.7 Working with Text Layout Component Properties
  • 9.3.8 Working with Web Page Layout Component Properties
  • 9.3.9 Working with Hidden Layout Component Properties
    • 9.3.9.1 Working with panelStretchLayout Properties
    • 9.3.9.2 Working with panelGroupLayout Properties
    • 9.3.9.3 Working with Change Layout/Layout Customizable Properties
    • 9.3.9.4 Working with spacer Properties
• 9.4 Deleting Layout Components
  • 9.4.1 Deleting a Layout Component in Design View
  • 9.4.2 Deleting a Layout Component in Source View

10 Working with Page Content

• 10.1 Adding Content to a Page
  • 10.1.1 What You Should Know About Adding Content
  • 10.1.2 Accessing and Exiting Oracle Composer
    • 10.1.2.1 Opening a Page in Oracle Composer
    • 10.1.2.2 Opening and Closing the Oracle Composer Catalog
    • 10.1.2.3 Exiting Oracle Composer
  • 10.1.3 Adding Documents to a Page
  • 10.1.4 Adding Task Flows to a Page
  • 10.1.5 Adding Portlets to a Page
    • 10.1.5.1 Introducing Portlets
    • 10.1.5.2 Adding a Portlet to a Page
  • 10.1.6 Embedding Video, Music, Slides, and Other Types of Content
• 10.2 Customizing and Personalizing Page Content
• 10.3 Deleting Page Content
• 10.4 Setting Properties on Page Content
  • 10.4.1 What You Should Know About Component Properties
  • 10.4.2 Setting Component Properties
  • 10.4.3 Working with Component Parameters
  • 10.4.4 Working with Component Display Options
  • 10.4.5 Using Expression Language (EL) Expressions with Component Properties
    • 10.4.5.1 Introducing the Expression Builder
    • 10.4.5.2 Expression Language Expressions
      • 10.4.5.2.1 EL Expressions Relating to WebCenter Spaces Application Information
      • 10.4.5.2.2 EL Expressions Relating to WebCenter Spaces Group Spaces
      • 10.4.5.2.3 EL Expressions Relating to Application Pages
      • 10.4.5.2.4 EL Expressions Relating to Services
      • 10.4.5.2.5 EL Expressions Relating to WebCenter Spaces Navigation
      • 10.4.5.2.6 EL Expressions Relating to Application Security
      • 10.4.5.2.7 EL Expressions Relating to WebCenter Spaces User Preferences
      • 10.4.5.2.8 Utilitarian EL Expressions
  • 10.4.6 Working with Child Components
    • 10.4.6.1 Hiding and Showing Child Components
    • 10.4.6.2 Rearranging Child Components
  • 10.4.7 Working with Style and Content Style Properties
    • 10.4.7.1 Understanding Style and Content Style Properties
    • 10.4.7.2 Entering Other CSS on the Style and Content Style Tabs
    • 10.4.7.3 Using the Other CSS Property to Change Component Borders
  • 10.4.8 Working with Component Contextual Events

11 Wiring Pages, Task Flows, Portlets, and UI Components

• 11.1 What You Should Know About Parameter and Event Wiring
• 11.2 Wiring One Component to Another
  • 11.2.1 Wiring a Task Flow to a Task Flow
  • 11.2.2 Wiring a Portlet to a Portlet
  • 11.2.3 Wiring a UI Component to a UI Component
  • 11.2.4 Wiring a Portlet to a Task Flow
  • 11.2.5 Wiring a Task Flow to a Portlet
  • 11.2.6 Wiring a UI Component to a Task Flow
• 11.3 Wiring Components and Page Parameters
  • 11.3.1 Creating Page Parameters
  • 11.3.2 Consuming Page Parameters
• 11.4 Working with the Parameter Form and Display Portlets
  • 11.4.1 What You Should Know About the Parameter Form and Display Portlets
  • 11.4.2 Adding the Parameter Form and Display Portlets to a Page
  • 11.4.3 Customizing the Parameter Form Portlet
  • 11.4.4 Wiring the Parameter Form and Display Portlets
• 11.5 Passing Parameter Values Through the Page URL

Part III Working with WebCenter Spaces Group Spaces

12 Understanding Group Space Basics

• 12.1 What You Should Know About Group Spaces
• 12.2 Viewing Available Group Spaces
• 12.3 Subscribing to a Group Space
  • 12.3.1 Subscribing to a Group Space (Registered WebCenter Spaces User)
  • 12.3.2 Subscribing to a Group Space (Unregistered WebCenter Spaces User)
• 12.4 Unsubscribing from a Group Space
• 12.5 Requesting a Group Space Member Role Change
• 12.6 Interacting with Group Spaces Before Logging In (Public User)

13 Building Group Spaces

• 13.1 Who Is the Group Space Moderator?
• 13.2 What You Should Know About Group Space Templates
• 13.3 Creating a New Group Space
• 13.4 Managing a Group Space
• 13.5 Managing Group Space Pages
• 13.6 Customizing Standard Group Space Pages
  • 13.6.1 Customizing the Home Page
  • 13.6.2 Customizing the Self-Subscription Page
  • 13.6.3 Customizing the Unauthorized Access Page
  • 13.6.4 Customizing the Group Space Unavailable Page
• 13.7 Setting a Group Space Display Language
• 13.8 Applying a Look and Feel to a Group Space
  • 13.8.1 Choosing a Default Page Scheme and Style
  • 13.8.2 Changing the Group Space Display Name
  • 13.8.3 Changing the Group Space Icon
  • 13.8.4 Changing the Group Space Logo
  • 13.8.5 Applying a Group Space Site Template
  • 13.8.6 Applying a Group Space Skin
  • 13.8.7 Customizing Copyright and Privacy Statements
• 13.9 Defining Custom Attributes for a Group Space
• 13.10 Creating Your Own Group Space Templates
• 13.11 Adding Wikis or Blogs
• 13.12 Making a Group Space Available
  • 13.12.1 Making a Group Space Known (Discoverable)
  • 13.12.2 Granting WebCenter Spaces Users Access to a Group Space
    • 13.12.2.1 Granting Access to a Group Space
    • 13.12.2.2 Granting Access to Individual Group Space Pages
  • 13.12.3 Granting Public Access to a Group Space
    • 13.12.3.1 Making a Group Space Public
    • 13.12.3.2 Making Individual Group Space Pages Public

14 Managing Group Spaces

• 14.1 Accessing Group Space Administration Pages
• 14.2 Renaming a Group Space (and Changing the Group Space URL)
• 14.3 Managing Group Space Services
  • 14.3.1 Enabling and Disabling Services Available to a Group Space
  • 14.3.2 Configuring a Custom Group Space Mail Distribution List
  • 14.3.3 Specifying Where Group Space Discussions Are Stored
  • 14.3.4 Publishing Group Space Mail in a Discussion Forum
  • 14.3.5 Enabling or Disabling RSS News Feeds for a Group Space
• 14.4 Taking a Group Space Offline
• 14.5 Bringing a Group Space Back Online
• 14.6 Closing a Group Space
• 14.7 Deleting a Group Space
• 14.8 Managing Group Space Templates
• 14.9 Working with the Group Spaces Task Flow
  • 14.9.1 Setting Group Spaces Task Flow Properties

15 Managing Group Space Members and Roles

• 15.1 Setting Up the Group Space Membership Policy
  • 15.1.1 Managing Self-Subscription and Membership Changes for a Group Space
  • 15.1.2 Managing Approval Requirements for Group Space Unsubscription
• 15.2 Managing Group Space Roles and Permissions
  • 15.2.1 What You Should Know About Group Space Roles and Permissions
    • 15.2.1.1 Understanding the Default Group Space Roles
    • 15.2.1.2 Understanding Group Space Permissions
    • 15.2.1.3 Understanding Custom Group Space Roles
  • 15.2.2 Defining Custom Group Space Roles
  • 15.2.3 Viewing and Editing Permissions of a Group Space Role
  • 15.2.4 Deleting a Group Space Role
• 15.3 Managing Members and Assigning Roles
  • 15.3.1 What You Should Know About Group Space Membership
  • 15.3.2 Viewing Group Space Members
  • 15.3.3 Composing Messages to New Members
  • 15.3.4 Adding Members to a Group Space
    • 15.3.4.1 Adding or Inviting a WebCenter Spaces User
    • 15.3.4.2 Allowing a WebCenter Spaces User to Self-Subscribe
    • 15.3.4.3 Inviting a Non-WebCenter Spaces User
  • 15.3.5 Changing Member Role Assignments
  • 15.3.6 Approving Requests for Group Space Membership
  • 15.3.7 Communicating with Moderators and Members of a Group Space
    • 15.3.7.1 Sending a Message from the Group Spaces Page
    • 15.3.7.2 Sending a Message from the Members Page
    • 15.3.7.3 Contacting the Group Space Moderator(s)
      • 15.3.7.3.1 Contacting Moderator(s) from the Group Spaces Page
      • 15.3.7.3.2 Contacting Moderators from the Actions Menu
  • 15.3.8 Revoking Group Space Membership
• 15.4 Working with the Members Task Flow
  • 15.4.1 What You Should Know About the Members Task Flow
  • 15.4.2 Managing Group Space Membership Through the Members Task Flow
  • 15.4.3 Contacting All Group Space Members
  • 15.4.4 Contacting Individual Group Space Members
  • 15.4.5 Sorting Members
  • 15.4.6 Filtering Members
  • 15.4.7 Setting Members Task Flow Properties

Part IV Services A Through N

16 Working with the Announcements Service

• 16.1 What You Should Know About the Announcements Service
  • 16.1.1 Understanding the Announcement Manager Task Flow
  • 16.1.2 Understanding the Announcements Task Flow
• 16.2 Working with Announcements Service Task Flows
  • 16.2.1 Adding an Announcements Service Task Flow to a Page
  • 16.2.2 Working with the Announcement Manager Task Flow
    • 16.2.2.1 Viewing Announcements in the Announcement Manager
    • 16.2.2.2 Adjusting Your View of the Announcement Manager
    • 16.2.2.3 Creating an Announcement
    • 16.2.2.4 Editing Announcements
    • 16.2.2.5 Deleting an Announcement
  • 16.2.3 Working with the Announcements Task Flow
    • 16.2.3.1 Viewing Announcements in the Announcements Task Flow
    • 16.2.3.2 Sending Mail from an Announcement
    • 16.2.3.3 Linking a WebCenter Object to an Announcement
• 16.3 Setting Announcements Service Task Flow Properties

17 Working with the Discussions Service

• 17.1 What You Should Know About the Discussions Service
• 17.2 Working with Discussions Service Task Flows
  • 17.2.1 Adding a Discussions Service Task Flow to a Page
  • 17.2.2 Creating a Discussion Forum
  • 17.2.3 Editing the Forum Name and Description
  • 17.2.4 Creating and Managing Forum Topics and Replies
    • 17.2.4.1 Posting a New Forum Topic
    • 17.2.4.2 Replying to Topic Posts
    • 17.2.4.3 Viewing Topic Posts and Replies
    • 17.2.4.4 Editing Topics and Replies
    • 17.2.4.5 Deleting Topic Posts and Replies
    • 17.2.4.6 Switching Between Topic View Modes
  • 17.2.5 Showing and Hiding Additional Discussion Forum Information
    • 17.2.5.1 Showing or Hiding Information in the Forums Task Flow
    • 17.2.5.2 Showing or Hiding Information in the Popular Topics Task Flow
    • 17.2.5.3 Showing or Hiding Information in the Recent Topics Task Flow
    • 17.2.5.4 Showing or Hiding Information in the Watched Forums Task Flow
    • 17.2.5.5 Showing or Hiding Information in the Watched Topics Task Flow
  • 17.2.6 Watching Forums and Topics
    • 17.2.6.1 Adding a Discussion Forum or Topic to Your Watch List
    • 17.2.6.2 Removing a Discussion Forum or Topic from a Watch List
    • 17.2.6.3 Viewing Watched Forums and Topics from the Sidebar
  • 17.2.7 Sending Mail from Discussion Topics
• 17.3 Setting Discussions Service Task Flow Properties

18 Working with the Documents Service

• 18.1 What You Should Know About the Documents Service
  • 18.1.1 What You Should Know About Integration with Microsoft Office
  • 18.1.2 What You Should Know About Integration with Microsoft Windows Explorer
  • 18.1.3 What You Should Know About the Documents Service Task Flows
  • 18.1.4 Understanding the Content Presenter Task Flow
  • 18.1.5 Understanding the Document List Viewer Task Flow
  • 18.1.6 Understanding the Document Manager Task Flow
  • 18.1.7 Understanding the Recent Documents Task Flow
• 18.2 Working with Microsoft Office Integration
  • 18.2.1 Opening a File
    • 18.2.1.1 Opening a File Already Check Out By Another User
  • 18.2.2 Displaying and Hiding the Microsoft Office Task Pane
    • 18.2.2.1 Displaying or Hiding the Task Pane Manually
    • 18.2.2.2 Displaying or Hiding the Task Pane By Default
  • 18.2.3 Working with the Microsoft Office Task Pane
    • 18.2.3.1 Adding a File
      • 18.2.3.1.1 Saving a File As a New File in a Personal Space or Group Space
      • 18.2.3.1.2 Adding a New File Using the Task Pane
    • 18.2.3.2 Adding a New Folder
    • 18.2.3.3 Checking a File Out
      • 18.2.3.3.1 Checking the Currently Open File Out Again After Checking It In
    • 18.2.3.4 Checking a File In
    • 18.2.3.5 Managing the Currently Open File
    • 18.2.3.6 Managing Other Files in the Current Personal Space or Group Space
    • 18.2.3.7 Managing Folders
    • 18.2.3.8 Viewing Link Targets
    • 18.2.3.9 Viewing Document Information
    • 18.2.3.10 Working with File Version Histories
    • 18.2.3.11 Adding Members to a Group Space
    • 18.2.3.12 Sending a Message
      • 18.2.3.12.1 Sending a Message to the Current User
      • 18.2.3.12.2 Sending a Message to Your People Connections
      • 18.2.3.12.3 Sending a Message to All Members of a Group Space
  • 18.2.4 Closing a File
    • 18.2.4.1 Closing a File After Checking It In
    • 18.2.4.2 Closing a File Before Checking It In
      • 18.2.4.2.1 Closing an Unchanged File
      • 18.2.4.2.2 Closing an Updated File
• 18.3 Working with Windows Explorer Integration
  • 18.3.1 Adding a Personal Space as a Network Place
  • 18.3.2 Adding a Group Space as a Network Place
  • 18.3.3 Working with Files Using Windows Explorer
• 18.4 Working with the Documents Service Task Flows
  • 18.4.1 Adding a Documents Service Task Flow to a Page
  • 18.4.2 Displaying Content Using the Content Presenter Task Flow
  • 18.4.3 Adding a File
    • 18.4.3.1 Uploading Multiple Files
    • 18.4.3.2 Uploading a Single File
      • 18.4.3.2.1 Uploading a File Using the Toolbar
      • 18.4.3.2.2 Uploading a File Using a Menu
    • 18.4.3.3 Creating and Editing Rich Text Documents
      • 18.4.3.3.1 Creating HTML Files with the Rich Text Editor
      • 18.4.3.3.2 Editing an HTML File with the Rich Text Editor
    • 18.4.3.4 Copying and Pasting Files
      • 18.4.3.4.1 Copying and Pasting Files Using the Toolbar
      • 18.4.3.4.2 Copying and Pasting Files Using a Menu
  • 18.4.4 Creating and Copying Folders
    • 18.4.4.1 Creating Folders Using the Create a New Folder Icon
    • 18.4.4.2 Copying a Folder and Its Content
  • 18.4.5 Opening Files and Folders
    • 18.4.5.1 Opening a File
    • 18.4.5.2 Opening a Folder
  • 18.4.6 Managing Files and Folders in a Document Manager Task Flow
    • 18.4.6.1 Navigating to Files and Folders
    • 18.4.6.2 Checking a File Out or In
      • 18.4.6.2.1 Checking a File Out
      • 18.4.6.2.2 Canceling File Check Out
      • 18.4.6.2.3 Checking a File In
    • 18.4.6.3 Viewing File and Folder Properties
    • 18.4.6.4 Renaming Files and Folders
      • 18.4.6.4.1 Renaming a File or Folder Through a Menu
      • 18.4.6.4.2 Renaming a File and Revising Its Description Through Properties
    • 18.4.6.5 Moving Files and Folders
    • 18.4.6.6 Working with File Version Histories
      • 18.4.6.6.1 Viewing a File Version History
      • 18.4.6.6.2 Deleting a File Version
    • 18.4.6.7 Deleting Files and Folders
    • 18.4.6.8 Reviewing and Collaborating on Documents
  • 18.4.7 Sharing Content Using a Document Manager Task Flow
  • 18.4.8 Running Document Searches in the Document Manager Task Flow
    • 18.4.8.1 Running a Basic Document Search
    • 18.4.8.2 Running an Advanced Document Search
• 18.5 Personalizing and Customizing Documents Service Task Flows
  • 18.5.1 What You Should Know About Personalizing and Customizing
  • 18.5.2 Personalizing Documents Service Task Flows
    • 18.5.2.1 Hiding and Showing Columns
    • 18.5.2.2 Reordering Columns
    • 18.5.2.3 Sorting Files and Folders
  • 18.5.3 Customizing Documents Service Task Flows
• 18.6 Setting Documents Service Task Flow Properties
  • 18.6.1 Setting Content Presenter Task Flow Properties
  • 18.6.2 Setting Document Manager Task Flow Properties
  • 18.6.3 Setting Document List Viewer Task Flow Properties
  • 18.6.4 Setting Recent Documents Task Flow Properties
  • 18.6.5 Setting Documents Service Properties on the Display Options Tab
    • 18.6.5.1 Setting Individual Document Properties

19 Working with the Events Service

• 19.1 What You Should Know About the Events Service
• 19.2 Working with Events Service Features
  • 19.2.1 Adding an Events Service Task Flow to a Page
  • 19.2.2 Accessing Your Personal Microsoft Exchange Calendar
  • 19.2.3 Viewing Events
    • 19.2.3.1 Displaying the Events Page for a Group Space
    • 19.2.3.2 Displaying Events by Day, Week, or Month or as a List
    • 19.2.3.3 Viewing Events for a Different Date
    • 19.2.3.4 Refreshing Your View of Events
    • 19.2.3.5 Setting Time Display Preferences
  • 19.2.4 Scheduling Events
  • 19.2.5 Viewing Event Details
  • 19.2.6 Revising Scheduled Events
  • 19.2.7 Cancelling Scheduled Events
  • 19.2.8 Displaying Multiple Calendars in a Single Task Flow
• 19.3 Setting Events Service Task Flow Properties

20 Working with the Instant Messaging and Presence Service (IMP)

• 20.1 What You Should Know About the IMP Service
• 20.2 Working with IMP Service Features and Task Flows
  • 20.2.1 Viewing the Status of Other Users
  • 20.2.2 Sending a Mail Message from the Presence Icon Menu
  • 20.2.3 Sending an Instant Message from the Presence Icon Menu
  • 20.2.4 Initiating a Phone Conference from the Presence Icon Menu
  • 20.2.5 Adding a Buddies Task Flow to a Page
  • 20.2.6 Working with the Buddies List
    • 20.2.6.1 What You Should Know About the Buddies List
    • 20.2.6.2 Sorting Buddies
    • 20.2.6.3 Filtering Buddies
    • 20.2.6.4 Viewing the Status of Contacts
• 20.3 Setting IMP Task Flow Properties

21 Working with the Links Service

• 21.1 What You Should Know About the Links Service
• 21.2 Working with Links Service Features
  • 21.2.1 Linking to Existing Objects
    • 21.2.1.1 Opening the Links Dialog to Link to Existing Objects
    • 21.2.1.2 Linking to an Existing Announcement
    • 21.2.1.3 Linking to an Existing Discussion Forum Topic
    • 21.2.1.4 Linking to an Existing Document
    • 21.2.1.5 Linking to an Existing Event
  • 21.2.2 Linking to New Objects
    • 21.2.2.1 Opening the Links Dialog to Link to a New Object
    • 21.2.2.2 Adding and Linking to a Discussion Forum Topic
    • 21.2.2.3 Adding and Linking to a Document
    • 21.2.2.4 Adding and Linking to an Event
    • 21.2.2.5 Adding and Linking to a Note
    • 21.2.2.6 Linking to a Web Page
  • 21.2.3 Accessing Link Targets
  • 21.2.4 Deleting a Link

22 Working with the Lists Service

• 22.1 What You Should Know About the Lists Service
• 22.2 Working with Lists Service Task Flows
  • 22.2.1 Adding Lists Service Task Flows to a Page
  • 22.2.2 Viewing Lists
  • 22.2.3 Creating and Managing Lists
    • 22.2.3.1 Creating a List
    • 22.2.3.2 Editing List Structure
      • 22.2.3.2.1 Renaming a List and Revising a List Description
      • 22.2.3.2.2 Adding Columns to a List
      • 22.2.3.2.3 Revising List Column Details
      • 22.2.3.2.4 Rearranging List Columns on All Instances of a List
      • 22.2.3.2.5 Deleting a List Column
    • 22.2.3.3 Copying a List
    • 22.2.3.4 Deleting Lists
  • 22.2.4 Adding and Managing List Data
    • 22.2.4.1 Adding Data to a List
    • 22.2.4.2 Editing List Data
    • 22.2.4.3 Creating Hyperlinks on List Data
    • 22.2.4.4 Refreshing List Data
    • 22.2.4.5 Deleting List Rows
  • 22.2.5 Personalizing and Customizing Lists
    • 22.2.5.1 Sorting List Data on a Column
      • 22.2.5.1.1 Sorting List Data Using Column Icons
      • 22.2.5.1.2 Performing an Advanced Sort of List Data
    • 22.2.5.2 Resizing List Columns
    • 22.2.5.3 Changing Column Order on a List Instance
    • 22.2.5.4 Freezing a Column Position
    • 22.2.5.5 Wrapping Column Data
    • 22.2.5.6 Applying Color Banding to List Rows
      • 22.2.5.6.1 Applying Color Banding to Your Personal View of a List
      • 22.2.5.6.2 Removing Personal Color Banding
      • 22.2.5.6.3 Applying Color Banding to Everyone's View of a List Instance
      • 22.2.5.6.4 Removing Color Banding from Everyone's View of a List
    • 22.2.5.7 Filtering List Data
      • 22.2.5.7.1 Applying an Ad Hoc Filter to a List Instance
      • 22.2.5.7.2 Applying a Permanent, Personal Filter to a List Instance
      • 22.2.5.7.3 Removing a Permanent, Personal List Filter
      • 22.2.5.7.4 Applying Filters to Everyone's View of a List
      • 22.2.5.7.5 Removing Filters from Everyone's View of a List
  • 22.2.6 Sending a Link to a List to Other Users
  • 22.2.7 Exporting a List to a Spreadsheet and Importing an Exported List
    • 22.2.7.1 What You Should Know About Exporting and Importing Lists
    • 22.2.7.2 Exporting a List to a Spreadsheet
    • 22.2.7.3 Importing an Exported List
• 22.3 Setting Lists Service Task Flow Properties

23 Working with the Mail Service

• 23.1 What You Should Know About the Send Mail Feature
  • 23.1.1 Configuring the Send Mail Feature
• 23.2 What You Should Know About the Mail Service
• 23.3 Working with the Mail Service Task Flow
  • 23.3.1 Adding the Mail Service Task Flow to a Page
  • 23.3.2 Logging in to Mail
  • 23.3.3 Personalizing Your View of the Mail Task Flow
  • 23.3.4 Opening Mail Messages
  • 23.3.5 Downloading Mail Attachments
  • 23.3.6 Composing and Sending Mail Messages
  • 23.3.7 Sending Mail with Attachments
  • 23.3.8 Removing Attachments from the Add Attachment Window
  • 23.3.9 Replying to and Forwarding Mail
  • 23.3.10 Refreshing Mail
  • 23.3.11 Deleting Mail
• 23.4 Setting Mail Service Task Flow Properties

24 Working with the Notes Service

• 24.1 What You Should Know About the Notes Service
• 24.2 Working with the Notes Service Task Flow
  • 24.2.1 Adding a Notes Service Task Flow to a Page
  • 24.2.2 Creating a Note
  • 24.2.3 Filtering and Clearing Filters on Notes
  • 24.2.4 Editing Note Details
  • 24.2.5 Refreshing Your View of Notes
  • 24.2.6 Deleting Notes
• 24.3 Setting Notes Service Task Flow Properties

Part V Services P Through W

25 Working with the People Connections Service

• 25.1 What You Should Know About the People Connections Service
  • 25.1.1 What You Should Know About Profile
  • 25.1.2 What You Should Know About Connections
  • 25.1.3 What You Should Know About Feedback
  • 25.1.4 What You Should Know About Message Board
  • 25.1.5 What You Should Know About Activity Stream
• 25.2 Working with People Connections Service Task Flows
  • 25.2.1 Adding a People Connections Service Task Flow to a Page
  • 25.2.2 Working with Profile Task Flows
    • 25.2.2.1 Viewing Profile Details
    • 25.2.2.2 Setting Your Personal Status Note
    • 25.2.2.3 Uploading and Updating a Personal Profile Picture
    • 25.2.2.4 Editing Your Personal Profile
  • 25.2.3 Working with Connections Task Flows
    • 25.2.3.1 Viewing Your Connections
      • 25.2.3.1.1 Viewing Your Connections
      • 25.2.3.1.2 Searching Through Your Connections
    • 25.2.3.2 Personalizing Your View of Connections
    • 25.2.3.3 Inviting Others to Connect
    • 25.2.3.4 Viewing Invitations to Connect
      • 25.2.3.4.1 Viewing Invitations You Have Sent
      • 25.2.3.4.2 Viewing Invitations You Have Received
    • 25.2.3.5 Responding to Invitations to Be a Connection
    • 25.2.3.6 Creating and Managing Connections Lists
      • 25.2.3.6.1 Creating a Connections List
      • 25.2.3.6.2 Adding a Connection to a List
      • 25.2.3.6.3 Removing a Connection from a List
      • 25.2.3.6.4 Deleting a Connections List
    • 25.2.3.7 Deleting a Connection
  • 25.2.4 Working with Feedback Task Flows
    • 25.2.4.1 Viewing Feedback You Have Posted or Received
    • 25.2.4.2 Posting Feedback
    • 25.2.4.3 Sorting and Filtering Feedback Posts
    • 25.2.4.4 Hiding Feedback in Your Own View
    • 25.2.4.5 Showing Hidden Feedback Posts
    • 25.2.4.6 Deleting Feedback You Have Posted
    • 25.2.4.7 Hiding Feedback Action Links and Icons on a Task Flow Instance
  • 25.2.5 Working with Message Board Task Flows
    • 25.2.5.1 Viewing Message Board Messages
      • 25.2.5.1.1 Viewing Messages Left for You
      • 25.2.5.1.2 Viewing Messages Left for Others
    • 25.2.5.2 Posting Message Board Messages
    • 25.2.5.3 Editing Message Board Messages
    • 25.2.5.4 Sorting and Filtering Message Board Messages
    • 25.2.5.5 Hiding Messages You Have Received
    • 25.2.5.6 Showing Hidden Messages
    • 25.2.5.7 Deleting Message Board Messages
    • 25.2.5.8 Hiding Message Board Action Links and Icons on a Task Flow Instance
  • 25.2.6 Working with the Activity Stream Task Flow
    • 25.2.6.1 Setting Your Activity Stream Preferences on a Task Flow Instance
    • 25.2.6.2 Specifying which Users to Show in an Activity Stream Task Flow Instance
    • 25.2.6.3 Summarizing Activity Stream Entries in a Task Flow Instance
• 25.3 Setting People Connections Service Task Flow Properties

26 Working with the RSS Service

• 26.1 What You Should Know About the RSS Service
  • 26.1.1 RSS Icon
  • 26.1.2 RSS Task Flow
• 26.2 Obtaining Service News Feeds
  • 26.2.1 Obtaining the Recent Activities News Feed
    • 26.2.1.1 Obtaining a Recent Activity News Feed URL from the RSS Manager
    • 26.2.1.2 Obtaining a News Feed URL from the Recent Activity Task Flow
  • 26.2.2 Obtaining the Discussion Forums News Feed
    • 26.2.2.1 Obtaining a Discussion Forum News Feed from the RSS Manager
    • 26.2.2.2 Obtaining a News Feed from the Discussions Page
    • 26.2.2.3 Obtaining a News Feed from a Discussion Forum Manager Task Flow
  • 26.2.3 Obtaining List News Feeds
    • 26.2.3.1 Obtaining a List News Feed from the RSS Manager
    • 26.2.3.2 Obtaining a News Feed from the Lists Page
    • 26.2.3.3 Obtaining a News Feed from a List Task Flow
  • 26.2.4 Obtaining an Announcements News Feed
    • 26.2.4.1 Obtaining an Announcements News Feed from the RSS Manager
    • 26.2.4.2 Obtaining a News Feed from the Announcements Page
    • 26.2.4.3 Obtaining a News Feed from an Announcements Task Flow
  • 26.2.5 Obtaining WebCenter Blog RSS Feeds
• 26.3 Working with the RSS Task Flow
  • 26.3.1 Adding an RSS Service Task Flow to a Page
  • 26.3.2 Editing Feed Information for an RSS Task Flow
  • 26.3.3 Refreshing an RSS Task Flow
  • 26.3.4 Deleting an RSS Task Flow From the Page
• 26.4 Setting RSS Service Task Flow Properties

27 Working with the Recent Activities Service

• 27.1 What You Should Know About the Recent Activities Service
• 27.2 Working with the Recent Activities Service Task Flow
  • 27.2.1 Personalizing the Recent Activity Task Flow
  • 27.2.2 Accessing Recently Acted-On Items
  • 27.2.3 Refreshing the Recent Activity Task Flow
• 27.3 Setting Recent Activities Service Task Flow Properties

28 Working with the Search Service

• 28.1 What You Should Know About the Search Service
  • 28.1.1 Setting Search Preferences
• 28.2 Working with Search Service Task Flows
  • 28.2.1 Adding a Search Service Task Flow to a Page
  • 28.2.2 Searching in a WebCenter Application
    • 28.2.2.1 Performing a Global Search
    • 28.2.2.2 Performing a Group Space Search
  • 28.2.3 Refining the Display of Search Results
  • 28.2.4 Saving Searches
    • 28.2.4.1 Saving a Search
    • 28.2.4.2 Running a Saved Search
    • 28.2.4.3 Sharing a Saved Search in WebCenter Spaces
    • 28.2.4.4 Customizing a Saved Search
    • 28.2.4.5 Deleting a Saved Search
• 28.3 Setting Search Service Task Flow Properties

29 Working with the Tags Service

• 29.1 What You Should Know About the Tags Service
  • 29.1.1 Understanding Tags
  • 29.1.2 Understanding the Tags Task Flow
  • 29.1.3 Understanding the Similarly Tagged Items Task Flow
  • 29.1.4 Understanding the Tag Center
• 29.2 Working with Tags Service Features and Task Flows
  • 29.2.1 Adding a Tags Service Task Flow to a Page
  • 29.2.2 Tagging WebCenter Application Pages
  • 29.2.3 Tagging WebCenter Application Documents
  • 29.2.4 Working with Tags and Tagged Items in the Tags Task Flow
    • 29.2.4.1 Viewing Tags and Tagged Items in the Tags Task Flow
    • 29.2.4.2 Sorting Tags and Tagged Items
    • 29.2.4.3 Filtering Tags and Tagged Items
    • 29.2.4.4 Renaming a Tag from the Tags Task Flow
    • 29.2.4.5 Deleting a Tag from the Tags Task Flow
  • 29.2.5 Viewing Tags and Tagged Items in Search Results
  • 29.2.6 Working with Tags and Tagged Items in the Tag Center
    • 29.2.6.1 Opening the Tag Center
    • 29.2.6.2 Selecting Different Views and Arrangements of Tags in the Tag Cloud
    • 29.2.6.3 Selecting Different Views and Arrangements of Tagged Items
    • 29.2.6.4 Refining the Display of Information in the Tag Center
    • 29.2.6.5 Discovering Who Has Used a Tag in the Tag Center
    • 29.2.6.6 Editing the Tags Associated with an Item from the Tag Center
• 29.3 Setting Tags Service Task Flow Properties

30 Working with Wikis and Blogs

• 30.1 What You Should Know About Wikis and Blogs
  • 30.1.1 About Wiki Modes
  • 30.1.2 About Blog Modes
• 30.2 Exposing Wikis and Blogs in WebCenter Spaces
  • 30.2.1 Exposing a Wiki or a Blog on a WebCenter Spaces Page
    • 30.2.1.1 Exposing a New Wiki or Blog
    • 30.2.1.2 Exposing an Existing Wiki or Blog
  • 30.2.2 Creating a Link to a Wiki or Blog in a WebCenter Spaces Application
  • 30.2.3 Accessing Information About a Wiki Domain
• 30.3 Working with Wiki and Blog Content
  • 30.3.1 Working with Wiki Pages
    • 30.3.1.1 Creating a Wiki Page
    • 30.3.1.2 Editing a Wiki Page
    • 30.3.1.3 Printing a Wiki Page
    • 30.3.1.4 Accessing Information About a Wiki Page
    • 30.3.1.5 Deleting a Wiki Page
    • 30.3.1.6 Restoring an Older Version of a Wiki Page
  • 30.3.2 Working with Blog Entries
    • 30.3.2.1 What You Should Know About Blog Entries
    • 30.3.2.2 Creating a Blog Entry
    • 30.3.2.3 Editing a Blog Entry
    • 30.3.2.4 Adding a Blog Comment
    • 30.3.2.5 Deleting a Blog Comment
    • 30.3.2.6 Viewing Information About a Blog
    • 30.3.2.7 Deleting a Blog Entry
    • 30.3.2.8 Adding and Removing Additional Blog Authors
  • 30.3.3 Using Wiki HTML Editor Controls
  • 30.3.4 Using Wiki Mark-Up

31 Working with the Worklist Service

• 31.1 What You Should Know About the Worklist Service
• 31.2 Adding a Worklist Service Task Flow to a Page
• 31.3 Working with the Worklist Service Task Flow
  • 31.3.1 Viewing and Responding to Worklist Items
  • 31.3.2 Setting Messaging Preferences
  • 31.3.3 Arranging Your Display of Worklist Items
• 31.4 Setting Worklist Service Task Flow Properties

Part VI Working with Portlets

32 What You Should Know About Portlets

• 32.1 What Is a Portlet?
• 32.2 What Does a Portlet Look Like?
• 32.3 What Can I Do with Portlets?
• 32.4 What Kinds of Portlets Can I Use?
  • 32.4.1 Prebuilt Portlets
  • 32.4.2 JSF Portlets
  • 32.4.3 Programmatic Portlets
  • 32.4.4 Web Clipping
  • 32.4.5 OmniPortlet
  • 32.4.6 Parameter Form and Parameter Display Portlets

33 Working with OmniPortlet

• 33.1 What You Should Know About OmniPortlet
• 33.2 Working with the OmniPortlet Wizard
  • 33.2.1 Adding an OmniPortlet Instance to a Page
  • 33.2.2 Accessing the OmniPortlet Wizard
  • 33.2.3 Selecting the Data Source Type
  • 33.2.4 Identifying the Data Source
    • 33.2.4.1 Proxy Authentication
    • 33.2.4.2 Connection and Portlet Parameters
    • 33.2.4.3 Spreadsheet
    • 33.2.4.4 SQL
    • 33.2.4.5 XML
    • 33.2.4.6 Web Service
    • 33.2.4.7 Web Page
  • 33.2.5 Setting Filtering Options
  • 33.2.6 Setting View Options
  • 33.2.7 Setting Layout Options
    • 33.2.7.1 Tabular Layout
    • 33.2.7.2 Chart Layout
    • 33.2.7.3 News Layout
    • 33.2.7.4 Bullet Layout
    • 33.2.7.5 Form Layout
    • 33.2.7.6 HTML Layout
    • 33.2.7.7 Parameter Form Layout
  • 33.2.8 Customizing Your OmniPortlet
• 33.3 Working with OmniPortlet Parameters
• 33.4 Setting OmniPortlet Properties
• 33.5 Troubleshooting OmniPortlet

34 Working with the Web Clipping Portlet

• 34.1 What You Should Know About Web Clipping
• 34.2 Working with the Web Clipping Portlet
  • 34.2.1 Adding a Web Clipping Portlet to a Page
  • 34.2.2 Clipping Content for Display in the Web Clipping Portlet
  • 34.2.3 Adding a Web Clipping That Users Can Personalize
    • 34.2.3.1 Selecting a Clipping from OTN
    • 34.2.3.2 Parameterizing a Web Clipping Portlet
    • 34.2.3.3 Personalizing a Web Clipping Portlet
• 34.3 Setting Web Clipping Portlet Properties
• 34.4 Current Limitations of Web Clipping
• 34.5 Troubleshooting Web Clipping

Glossary

Index