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Oracle® Fusion Middleware User's Guide for Oracle WebCenter Spaces
11
g
Release 1 (11.1.1)
Part Number E10149-05
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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
Part I Getting Started with WebCenter
1
Introducing WebCenter Spaces
1.1
Understanding Portals, Communities, and Social Networking Sites
1.1.1
What Is a Portal?
1.1.2
What Is a Community?
1.1.3
What Is a Social Networking Site?
1.2
Planning Your Portals, Communities, and Social Networking Sites
1.2.1
Planning a Home Space to Serve All Users
1.2.2
Planning Multiple Portals Serving All LOBs
1.2.3
Planning a Department Portal
1.2.4
Planning a Department Portal with Diverse Collaborative Teams and Communities
1.2.5
Planning a Division Portal with Teams, Communities, and Social Networks
1.3
Where to Look for More Information
2
Leveraging Content Management
2.1
What Is Content Management?
2.2
Leveraging Content Management Features
2.2.1
Displaying Individual Files
2.2.2
Displaying and Managing the Contents of a Folder
2.2.3
Adding and Managing Document Workflow
2.2.4
Creating and Managing Content at Runtime
2.2.5
Collaborating on Documents
2.2.6
Integrating with Microsoft Office and Explorer
2.2.7
Adding and Managing Wikis
2.2.8
Adding and Managing Blogs
3
Leveraging Social and Collaborative Services
3.1
What Is Social Networking?
3.2
What Are Communities and Teams?
3.3
Leveraging Social and Collaborative Features and Services
3.3.1
What Are Social Networking and Collaborative Services?
3.3.2
Leveraging People Connections
3.3.3
Leveraging Announcements, Discussions, and Events
3.3.4
Leveraging Liking, Commenting, and Sharing
3.3.5
Leveraging Instant Messaging and Presence
3.3.6
Leveraging Polls and Activity Graph
3.3.7
Leveraging Tagging and Linking
3.3.8
Leveraging Wikis and Blogs
3.3.9
Leveraging Lists
4
Accessing WebCenter Spaces Administration Pages
4.1
Accessing the WebCenter Administration Page
4.2
Performing Actions From WebCenter Spaces Administration Pages
Part II Designing a Portal or Community
5
Configuring Global Defaults
5.1
Customizing the Name and Logo
5.2
Customizing Copyright and Privacy Statements
5.3
Customizing the Online Help Link
5.4
Choosing a Default Display Language
5.5
Customizing the Language List
5.6
Choosing a Default Start (or Landing) Page
5.7
Choosing a Default Skin
5.8
Choosing a Default Page Template
5.9
Choosing a Default Navigation
5.10
Choosing Default Resource Catalogs
5.11
Choosing a Default Look and Feel for New Pages
5.12
Enabling and Disabling Access to the Home Space
5.13
Setting up Defaults for WebCenter Services
6
Configuring Services, Portlet Producers, and External Applications
6.1
Enabling and Disabling WebCenter Services
6.2
Configuring Discussion Forum Options for WebCenter Spaces
6.2.1
Accessing the Discussions Server Admin Console
6.2.2
Specifying Where Discussions and Announcements are Stored on the Discussions Server
6.2.3
Choosing How Many Discussion Topics to Save In Space Templates
6.3
Configuring Send Mail Notifications for WebCenter Spaces
6.3.1
Configuring a Shared Mail Connection for Send Mail Notifications
6.4
Configuring People Connections Defaults for WebCenter Spaces
6.4.1
What You Should Know About Administering the People Connections Service
6.4.2
People Connections Prerequisites
6.4.3
Configuring the People Connections Service for WebCenter Spaces
6.4.3.1
Accessing People Connections Administrative Settings
6.4.3.2
Configuring Activity Stream
6.4.3.3
Configuring Connections
6.4.3.4
Configuring Profile
6.4.3.5
Configuring Message Board
6.4.3.6
Configuring Feedback
6.4.4
Archiving the Activity Stream Schema
6.4.5
Troubleshooting Issues with the People Connections Service
6.4.5.1
Troubleshooting Activity Stream
6.4.5.2
Troubleshooting Connections
6.4.5.3
Troubleshooting Profile
6.4.5.4
Troubleshooting Message Board
6.4.5.5
Troubleshooting Feedback
6.5
Registering Portlet Producers
6.5.1
What You Should Know About Registering Portlet Producers
6.5.2
Registering Portlet Producers Through WebCenter Administration
6.5.2.1
Registering a WSRP Producer
6.5.2.2
Registering an Oracle PDK-Java Producer
6.5.2.3
Registering a Pagelet Producer
6.5.3
Working with the Producer Registration Task Flow
6.5.3.1
Adding the Producer Registration Task Flow to a Page
6.5.3.2
Registering Producers Through the Producer Administration Task Flow
6.5.3.3
Setting Producer Task Flow Properties
6.5.4
Deregistering Portlet Producers
6.6
Registering External Applications
6.6.1
What You Should Know About External Applications
6.6.2
Registering External Applications Through WebCenter Administration
6.6.3
Working with Task Flows for External Applications
6.6.3.1
Adding an External Application Task Flow to a Page
6.6.3.2
Registering External Applications Through the External Application Task Flow
6.6.3.3
Adding an Application Navigator Task Flow to a Page
6.6.3.4
Making External Applications Available through the Application Navigator Task Flow
6.6.3.5
Setting External Application Task Flow Properties
6.6.4
Deleting External Applications
7
Preparing Your Initial Portal Pages
7.1
Working with Business Role Pages
7.1.1
What You Should Know About Business Role Pages
7.1.2
Setting Page Creation Defaults for Business Role Pages
7.1.3
Creating a Business Role Page
7.1.4
Specifying the Target Audience for a Business Role Page
7.1.4.1
Setting Access on a Business Role Page
7.1.4.2
Providing Public Access to a Business Role Page
7.1.5
Revoking Access to a Business Role Page
7.1.6
Adding Business Role Pages to Navigation
7.1.7
Setting a Default Display Order for Business Role Pages
7.1.8
Editing a Business Role Page
7.1.9
Copying a Business Role Page
7.1.10
Deleting a Business Role Page
7.2
Working with Personal Pages
7.2.1
What You Should Know About Personal Page Administration
7.2.2
Setting Application-Level Page Creation Defaults for Personal Pages
7.2.3
Changing Access Permissions on a Personal Page
7.2.4
Preventing Users From Creating Personal Pages
7.2.5
Adding Personal Pages to Navigation
7.2.6
Editing Personal Pages with Administrative Privileges
7.2.7
Copying a Personal Page
7.2.8
Deleting a Personal Page Through Space Administration
7.3
Working with System Pages
7.3.1
What You Should Know About System Pages
7.3.2
Customizing System Pages
7.3.2.1
What You Should Know About System Page Customization
7.3.2.2
Customizing an Application-Level System Page
7.3.2.3
Customizing a Space-Level System Page
7.3.3
Removing All Page Customizations from a System Page
8
Customizing Task Flows
8.1
What You Should Know About Task Flow Customization
8.2
Customizing Task Flows at the Application Level
8.3
Customizing Task Flows at the Space Level
8.4
Customizing Seeded Task Flows Using the Task Flow Editor Page
8.5
Removing Task Flow Customizations
Part III Building a Portal or Community
9
Working with the Resources that Compose a Portal or Community
9.1
What You Should Know About Resources
9.1.1
Introducing Resources
9.1.2
Understanding Application-Level and Space-Level Resources
9.1.3
Permissions Required to Work with Resources
9.1.4
Accessing Resources
9.1.4.1
Accessing Application-Level Resources
9.1.4.2
Accessing Space-Level Resources
9.1.5
Viewing Information About a Resource
9.2
Creating Resources
9.2.1
What You Should Know About Resource Creation
9.2.2
Creating a Resource
9.3
Editing Resources
9.3.1
What You Should Know about Resource Editing
9.3.2
Editing the Source Code of a Resource
9.3.3
Editing a Resource by Using the Edit Dialog
9.4
Managing Resources
9.4.1
Copying a Resource
9.4.2
Setting Properties on a Resource
9.4.2.1
What You Should Know About a Resource's Properties
9.4.2.2
Accessing the Edit Properties Dialog of a Resource
9.4.2.3
Renaming, Describing, and Categorizing a Resource
9.4.2.4
Associating an Icon with a Resource
9.4.2.5
Setting the Availability of an Application-Level Resource in Other Spaces
9.4.2.6
Working with the Attributes of a Resource
9.4.2.6.1
Associating an Attribute with a Resource
9.4.2.6.2
Deleting an Attribute of a Resource
9.4.3
Showing and Hiding Resources
9.4.3.1
What You Should Know About Showing and Hiding Resources
9.4.3.2
Showing a Resource
9.4.3.3
Hiding a Resource
9.4.4
Setting Security for a Resource
9.4.5
Deleting a Resource
9.4.6
Previewing a Resource
9.4.7
Querying for a Resource Through the Expression Builder
9.4.8
Applying Resources Dynamically Using EL Expressions
9.5
Using JDeveloper to Build WebCenter Spaces Resources
9.5.1
What You Should Know About Building Spaces Resources in JDeveloper
9.5.2
Downloading a Resource
9.5.3
Uploading a Resource
10
Working with Navigation
10.1
What You Should Know About Navigation
10.1.1
What You Should Know About Navigation Models
10.1.2
What You Should Know About Navigation Visualization
10.2
Building a Navigation Model
10.2.1
Creating a Navigation Model
10.2.2
Editing a Navigation Model
10.2.2.1
Adding Resources to a Navigation Model Using the Edit Dialog
10.2.2.1.1
Adding a Document to a Navigation Model
10.2.2.1.2
Adding Content Based on the Results of a Query to a Navigation Model
10.2.2.1.3
Adding a Spaces Page, Portlet, Task Flow, External Application, or Web Page to a Navigation Model
10.2.2.1.4
Adding a Collection of Pages to a Navigation Model
10.2.2.1.5
Adding a Space Hierarchy to a Navigation Model
10.2.2.1.6
Nesting a Navigation Model Within a Navigation Model
10.2.2.1.7
Organizing Navigation Items in a Navigation Model
10.2.2.1.8
Setting Display Options for Navigation Items
10.2.2.2
Editing the Source Code of a Navigation Model
10.2.3
Managing a Navigation Model
10.2.3.1
Showing and Hiding a Navigation Model
10.2.3.2
Setting Properties on a Navigation Model
10.2.3.3
Setting Security on a Navigation Model
10.2.3.4
Copying a Navigation Model
10.2.3.5
Deleting a Navigation Model
10.2.4
Selecting the Default Navigation Model
10.2.5
Using JDeveloper to Build Your Navigation Model
10.3
Rendering Navigation in Your Portal
10.3.1
Adding Built-in Navigation Task Flows to Page Templates
10.3.2
Setting Navigation Task Flow Properties
10.3.2.1
What You Should Know About Navigation Task Flow Properties
10.3.2.2
Navigation Task Flow Parameters
10.3.2.3
Using Properties to Configure Navigation Task Flow Instances
10.3.2.3.1
Sample Navigation Model
10.3.2.3.2
Selecting the Start Path for Your Navigation
10.3.2.3.3
Rendering Navigation as a Tree
10.3.2.3.4
Rendering Navigation as a Menu
10.3.2.3.5
Rendering Navigation as Breadcrumbs
10.3.2.3.6
Linking Navigation Task Flows
10.3.3
Using JDeveloper to Visualize Your Navigation
11
Working with Page Templates
11.1
What You Should Know About Page Templates
11.1.1
Out-of-the-Box Page Templates
11.2
Creating a Page Template
11.3
Editing a Page Template
11.3.1
Editing a Page Template in Oracle Composer
11.3.2
Editing the Source Code of a Page Template
11.4
Customizing a Page Template for a Space
11.5
Managing a Page Template
11.5.1
Showing and Hiding a Page Template
11.5.2
Setting Properties on a Page Template
11.5.3
Setting Security on a Page Template
11.5.4
Copying a Page Template
11.5.5
Deleting a Page Template
11.5.6
Previewing a Page Template
11.6
Applying a Page Template to a Space
11.7
Choosing the Page Template Resource Catalog
11.8
Using JDeveloper to Build Your Page Templates
12
Adding Spaces Components to Your Templates
12.1
Making Spaces Components Available
12.1.1
Adding Spaces Components to a Resource Catalog
12.1.2
Specifying the Resource Catalogs to Use for Space and Page Templates
12.1.3
Adding Spaces Components to a Template
12.1.4
Adding Spaces Components to a Page
12.2
Working with Spaces Component Properties
12.2.1
Accessing Spaces Component Properties
12.2.2
About Space
12.2.2.1
About Space Component Display Options
12.2.2.2
About Space Component Tag and XML
12.2.3
About WebCenter
12.2.3.1
About WebCenter Component Display Options
12.2.3.2
About WebCenter Component Tag and XML
12.2.4
Add to Favorites
12.2.4.1
Add to Favorites Component Display Options
12.2.4.2
Add to Favorites Component Tag and XML
12.2.5
Administration
12.2.5.1
Administration Component Display Options
12.2.5.2
Administration Component Tag and XML
12.2.6
Change Membership
12.2.6.1
Change Membership Component Display Options
12.2.6.2
Change Membership Component Tag and XML
12.2.7
Contact Administration
12.2.7.1
Contact Administration Component Display Options
12.2.7.2
Contact Administration Component Tag and XML
12.2.8
Copyright Message
12.2.8.1
Copyright Message Component Display Options
12.2.8.2
Copyright Message Component Tag and XML
12.2.9
Create Page
12.2.9.1
Create Page Component Display Options
12.2.9.2
Create Page Component Tag and XML
12.2.10
Create Space
12.2.10.1
Create Space Component Display Options
12.2.10.2
Create Space Component Tag and XML
12.2.11
Create Subspace
12.2.11.1
Create Subspace Component Display Options
12.2.11.2
Create Subspace Component Tag and XML
12.2.12
Current User Profile
12.2.12.1
Current User Profile Component Display Options
12.2.12.2
Current User Profile Component Tag and XML
12.2.13
Edit Page
12.2.13.1
Edit Page Component Display Options
12.2.13.2
Edit Page Component Tag and XML
12.2.14
Favorites Menu
12.2.14.1
Favorites Menu Component Display Options
12.2.14.2
Favorites Menu Component Tag and XML
12.2.15
Global Help
12.2.15.1
Global Help Component Display Options
12.2.15.2
Global Help Component Tag and XML
12.2.16
Home Space
12.2.16.1
Home Space Component Display Options
12.2.16.2
Home Space Component Tag and XML
12.2.17
Invite People as Connection
12.2.17.1
Invite People as Connection Component Display Options
12.2.17.2
Invite People as Connection Component Tag and XML
12.2.18
Join Space
12.2.18.1
Join Space Component Display Options
12.2.18.2
Join Space Component Tag and XML
12.2.19
Leave Space
12.2.19.1
Leave Space Component Display Options
12.2.19.2
Leave Space Component Tag and XML
12.2.20
Login
12.2.20.1
Login Component Display Options
12.2.20.2
Login Component Tag and XML
12.2.21
Logout
12.2.21.1
Logout Component Display Options
12.2.21.2
Logout Component Tag and XML
12.2.22
Mail Space Members
12.2.22.1
Mail Space Members Component Display Options
12.2.22.2
Mail Space Members Component Tag and XML
12.2.23
Mail Space Moderators
12.2.23.1
Mail Space Moderators Component Display Options
12.2.23.2
Mail Space Moderators Component Tag and XML
12.2.24
Manage Pages
12.2.24.1
Manage Pages Component Display Options
12.2.24.2
Manage Pages Component Tag and XML
12.2.25
Page Links
12.2.25.1
Page Links Component Display Options
12.2.25.2
Page Links Component Tag and XML
12.2.26
Parent Space
12.2.26.1
Parent Space Component Display Options
12.2.26.2
Parent Space Component Tag and XML
12.2.27
Print Preview
12.2.27.1
Print Preview Component Display Options
12.2.27.2
Print Preview Component Tag and XML
12.2.28
Privacy URL
12.2.28.1
Privacy URL Component Display Options
12.2.28.2
Privacy URL Component Tag and XML
12.2.29
RSS
12.2.29.1
RSS Component Display Options
12.2.29.2
RSS Component Tag and XML
12.2.30
Search
12.2.31
Self Registration
12.2.31.1
Self Registration Component Display Options
12.2.31.2
Self Registration Component Tag and XML
12.2.32
Share Resource
12.2.32.1
Share Resource Display Options
12.2.32.2
Share Resource Component Tag and XML
12.2.33
Spaces Switcher
12.2.33.1
Spaces Switcher Component Display Options
12.2.33.2
Spaces Switcher Component Tag and XML
12.2.34
Status Indicator
12.2.34.1
Status Indicator Component Display Options
12.2.34.2
Status Indicator Component Tag and XML
12.2.35
Subscription Preferences
12.2.35.1
Subscription Preferences Component Display Options
12.2.35.2
Subscription Preferences Component Tag and XML
12.2.36
Tags
12.2.36.1
Tags Component Display Options
12.2.36.2
Tags Component Tag and XML
12.2.37
User Preferences
12.2.37.1
User Preferences Component Display Options
12.2.37.2
User Preferences Component Tag and XML
12.3
Deleting Spaces Components
12.3.1
Removing Spaces Components from a Resource Catalog
12.3.2
Removing a Spaces Component from a Template
12.3.3
Removing a Spaces Component from a Page
13
Working with Skins
13.1
What You Should Know About Skins
13.2
Creating a Skin
13.3
Editing a Custom Skin
13.3.1
What You Should Know About Skin Editing
13.3.1.1
About Source Code Editing
13.3.1.2
About Simple Editing
13.3.2
Editing the Source Code of a Custom Skin
13.3.3
Editing a Custom Skin Using the Edit Dialog
13.4
Managing a Skin
13.4.1
Showing and Hiding a Skin
13.4.2
Setting Properties on a Skin
13.4.2.1
What You Should Know About Skin Properties
13.4.2.2
Naming, Describing, and Categorizing a Custom Skin
13.4.2.3
Associating an Icon with a Custom Skin
13.4.2.4
Setting the Availability of an Application-Level Custom Skin
13.4.2.5
Working with a Custom Skin's Attributes
13.4.3
Setting Security on a Skin
13.4.4
Copying a Skin
13.4.5
Deleting a Skin
13.4.6
Viewing Information About a Skin
13.5
Applying a Skin
13.5.1
Applying a Skin to WebCenter Spaces
13.5.2
Applying a Skin to a Space
13.5.3
Applying a Skin to Your Home Space
13.6
Using JDeveloper to Build Your Skins
14
Working with Page Styles
14.1
What You Should Know About Page Styles
14.2
Creating a Custom Page Style
14.3
Editing the Source Code of a Custom Page Style
14.3.1
What You Should Know About Editing Page Style Source
14.3.2
Editing Custom Page Style Source
14.4
Managing Page Styles
14.4.1
Showing and Hiding a Page Style in the Create Page Dialog
14.4.2
Setting Properties on a Custom Page Style
14.4.3
Setting Security on a Custom Page Style
14.4.4
Copying a Page Style
14.4.5
Deleting a Custom Page Style
14.4.6
Previewing a Page Style
14.5
Applying a Page Style
14.6
Using JDeveloper to Build Your Page Style
15
Working with Resource Catalogs
15.1
What You Should Know About Resource Catalogs
15.1.1
Understanding the Out-of-the-Box Resource Catalogs
15.1.1.1
Default Home Space Catalog
15.1.1.2
Default Space Catalog
15.1.1.3
Default Page Template Catalog
15.1.2
Introducing the Resource Catalog Management Page
15.1.3
Understanding the Resource Registry
15.2
Creating Resource Catalogs
15.3
Editing a Resource Catalog
15.3.1
Managing Resources in the Edit Dialog
15.3.1.1
Creating a Folder
15.3.1.2
Adding Resources
15.3.1.3
Creating Custom Components
15.3.1.4
Rearranging Resources
15.3.1.5
Setting Properties on a Resource
15.3.1.6
Copying a Resource
15.3.1.7
Deleting a Resource
15.3.1.8
Previewing the Resource Catalog
15.3.2
Editing the Source Code for a Resource Catalog
15.4
Showing and Hiding a Resource Catalog
15.5
Setting Properties on a Resource Catalog
15.6
Setting Security on a Resource Catalog
15.7
Copying a Resource Catalog
15.8
Deleting a Resource Catalog
15.9
Using JDeveloper to Build Your Resource Catalog
15.10
Configuring Resource Catalogs in Your Application
15.10.1
Configuring the Application-Level Resource Catalog
15.10.2
Configuring the Space-Level Resource Catalog
Part IV Building and Wiring Pages
16
Building Pages
16.1
What You Should Know About Pages
16.2
Creating Pages
16.3
Editing Pages
16.3.1
Entering and Exiting Page Edit Mode
16.3.2
Introducing Design View and Source View
16.3.3
Accessing Portal Resources
16.3.4
Providing a Page Background Color, Image, and CSS Encoding
16.3.5
Changing the Page Layout
16.3.5.1
What You Should Know About Page Layouts
16.3.5.2
Adjusting the Widths of Page Columns
16.3.5.3
Adding New Content Regions
16.3.5.3.1
Enabling Box Splitting
16.3.5.3.2
Splitting a Layout Box
16.3.5.4
Creating Layered Content Regions Using Tabs
16.3.5.4.1
Enabling the Addition of Tabbed Content Regions
16.3.5.4.2
Adding Tabbed Content Regions
16.3.5.4.3
Creating a Tab Set
16.3.5.4.4
Reordering and Renaming Tabs
16.3.5.4.5
Adding an Icon to a Tab
16.3.5.4.6
Stretching Tab Content
16.3.5.4.7
Hiding and Showing Tabs
16.3.5.4.8
Deleting Tabs
16.4
Personalizing Pages
16.5
Adding Resource Catalog Components to Pages
16.5.1
Adding a Component to a Page
16.5.1.1
Adding a Component to a Page in Design View of Page Edit Mode
16.5.1.2
Adding a Component to a Page in Source View of Page Edit Mode
16.5.2
Setting Properties on Page Components
16.5.2.1
What You Should Know About Customizing Page Components
16.5.2.2
What You Should Know About Component Properties
16.5.2.3
Setting Component Properties
16.5.2.4
Working with Component Parameters
16.5.2.5
Working with Component Display Options
16.5.2.6
Working with Child Components
16.5.2.6.1
Hiding and Showing Child Components
16.5.2.6.2
Rearranging Child Components
16.5.2.7
Working with Style and Content Style Properties
16.5.2.7.1
Understanding Style and Content Style Properties
16.5.2.7.2
Style and Content Style Properties
16.5.2.7.3
Entering Other CSS
16.5.2.7.4
Using the Other CSS Property to Change Component Borders
16.5.2.8
Working with Component Contextual Events
16.6
Deleting Pages
17
Adding and Configuring Page Layout Components
17.1
Adding a Layout Component to a Page
17.2
Working with Layout Components
17.2.1
Setting Properties on a Layout Component
17.2.1.1
Setting Layout Component Properties in Design View
17.2.1.2
Setting Layout Component Properties in Source View
17.2.2
Working with the Box Layout Component
17.2.2.1
What You Should Know About the Box Layout Component
17.2.2.2
Setting Box Layout Component Properties
17.2.3
Working with the Movable Box Layout Component
17.2.3.1
What You Should Know About the Movable Box Layout Component
17.2.3.2
Setting Movable Box Layout Component Properties
17.2.4
Working with the HTML Markup Layout Component
17.2.4.1
What You Should Know About the HTML Markup Layout Component
17.2.4.2
Setting HTML Markup Layout Component Properties
17.2.4.3
Embedding Video, Music, Slides, and Other Types of Content
17.2.5
Working with the Links Layout Component
17.2.5.1
What You Should Know About the Links Layout Component
17.2.5.2
Configuring the Links Component
17.2.5.2.1
Adding Navigation Links
17.2.5.2.2
Configuring an Advanced Search for Content Links
17.2.5.2.3
Configuring a Link in the Links Component
17.2.5.2.4
Reordering Navigation Links
17.2.5.2.5
Deleting a Link from the Links Component
17.2.5.3
Setting Links Layout Component Properties
17.2.6
Working with the Hyperlink Layout Component
17.2.6.1
What You Should Know About the Hyperlink Layout Component
17.2.6.2
Setting Hyperlink Layout Component Properties
17.2.7
Working with the Image Layout Component
17.2.7.1
What You Should Know About the Image Layout Component
17.2.7.2
Setting Image Layout Component Properties
17.2.8
Working with the Text Layout Component
17.2.8.1
What You Should Know About the Text Layout Component
17.2.8.2
Setting Text Layout Component Properties
17.2.9
Working with the Web Page Layout Component
17.2.9.1
What You Should Know About the Web Page Layout Component
17.2.9.2
Setting Web Page Layout Component Properties
17.2.10
Working with Internal Layout Components
17.2.10.1
What You Should Know About Internal Layout Components
17.2.10.2
Setting panelGroupLayout Properties
17.2.10.3
Setting panelStretchLayout Properties
17.2.10.4
Setting panelTabbed Properties
17.2.10.5
Setting showDetailFrame Properties
17.2.10.6
Setting sidebarItem Properties
17.2.10.7
Setting spacer/Separator Properties
17.3
Deleting Layout Components
17.3.1
Deleting a Layout Component in Design View
17.3.2
Deleting a Layout Component in Source View
18
Wiring Pages, Task Flows, Portlets, and UI Components
18.1
What You Should Know About Parameter and Event Wiring
18.2
Wiring One Component to Another
18.2.1
Wiring a Task Flow to a Task Flow
18.2.2
Wiring a Portlet to a Portlet
18.2.3
Wiring a Portlet to a Task Flow
18.2.4
Wiring a Task Flow to a Portlet
18.2.5
Wiring a UI Component to a Task Flow
18.3
Wiring Components and Page Parameters
18.3.1
Creating Page Parameters
18.3.2
Consuming Page Parameters
18.4
Passing Parameter Values Through the Page URL
Part V Securing Your Portal
19
Understanding WebCenter Spaces Security
19.1
Introduction to Security in WebCenter Spaces
19.2
Understanding Users
19.3
Understanding Application Roles and Permissions
19.3.1
Understanding Application Roles
19.3.1.1
Default Application Roles
19.3.1.2
Custom Application Roles
19.3.2
Understanding Application Permissions
19.3.2.1
Understanding the Default Permissions
19.3.2.2
Understanding Discussion Server Role Mapping
19.3.2.3
Understanding Enterprise Group Role Mapping
19.4
Understanding Roles and Permissions within a Space
19.5
Understanding Self-Registration
20
Managing Users, Roles, and Permissions
20.1
Managing Users
20.1.1
What You Need to Know About Managing Users
20.1.2
Assigning Users (and Groups) to Roles
20.1.3
Assigning a User to a Different Role
20.1.4
Giving a User Administrative Privileges
20.1.5
Revoking Application Roles
20.1.6
Adding or Removing Users
20.2
Managing Application Roles and Permissions
20.2.1
What You Need to Know About Application Roles and Permissions
20.2.2
Defining Application Roles
20.2.3
Modifying Application Role Permissions
20.2.4
Granting Permissions to the Public-User
20.2.5
Granting Permissions to the Authenticated-User
20.2.6
Deleting Application Roles
20.3
Troubleshooting Issues with Users and Roles
21
Enabling Self-Registration
21.1
What You Should Know About Self Registration
21.2
Enabling Self-Registration By Invitation-Only
21.3
Enabling Anyone to Self-Register
22
Securing Pages and Components
22.1
Setting Access on a Page
22.2
Setting Access on a Page Component
Part VI Working with Multilanguage Portals
23
Working with Multilanguage Portals
23.1
What You Should Know About Languages in WebCenter Spaces
23.1.1
Display Language Precedence
23.1.2
Languages Supported Out-of-the-Box by WebCenter Spaces
23.2
Configuring Language Options
23.3
Enabling Users to Choose a Language
23.3.1
Adding a Change Language Task Flow to a Page
23.3.2
Setting Change Language Task Flow Properties
23.3.2.1
What You Should Know About the Change Language Task Flow Properties
23.3.2.2
Change Language Task Flow Parameters
Part VII Creating and Managing Portlets and Task Flows at Runtime
24
Understanding Portlet Basics
24.1
What Is a Portlet?
24.2
What Does a Portlet Look Like?
24.3
What Can I Do with Portlets?
24.4
What Kinds of Portlets Can I Use?
24.4.1
Prebuilt Portlets
24.4.2
JSF Portlets
24.4.3
Programmatic Portlets
24.4.4
Web Clipping
24.4.5
OmniPortlet
24.4.6
Parameter Form and Parameter Display Portlets
25
Creating Business Mashups
25.1
Introducing Business Mashups
25.1.1
Supported Data Controls
25.1.1.1
SQL Data Controls
25.1.1.2
Web Service Data Controls
25.1.2
Supported Visualizations
25.1.2.1
Table
25.1.2.2
Form
25.1.2.3
Graph
25.1.2.4
Button or Link
25.1.2.5
Text or Label
25.2
Creating and Managing Data Controls
25.2.1
Creating a SQL Data Control
25.2.1.1
Creating a Database Connection
25.2.1.2
Creating the Data Control
25.2.2
Creating a Web Service Data Control
25.2.2.1
Creating the Data Control
25.2.3
Managing Data Controls
25.2.3.1
Showing or Hiding a Data Control in the Resource Catalog
25.2.3.2
Copying Data Controls
25.2.3.3
Editing Data Controls
25.2.3.4
Editing Data Control Bind Variables
25.2.3.5
Setting Properties on a Data Control
25.2.3.6
Setting Security on a Data Control
25.2.3.7
Deleting Data Controls
25.2.4
Using Design-Time Data Controls
25.2.5
Exporting and Importing Data Controls Across Spaces
25.2.5.1
Steps You Must Perform After an Import
25.3
Creating and Managing Task Flows
25.3.1
Creating a Task Flow
25.3.2
Managing Task Flows
25.3.2.1
Showing or Hiding a Task Flow in the Resource Catalog
25.3.2.2
Copying a Task Flow
25.3.2.3
Editing a Task Flow
25.3.2.3.1
Editing a Task Flow in Oracle Composer
25.3.2.3.2
Editing a Task Flow's Source Files in a Text Editor
25.3.2.4
Previewing a Task Flow
25.3.2.5
Setting Properties on a Task Flow
25.3.2.6
Setting Security on a Task Flow
25.3.2.7
Deleting a Task Flow
25.3.2.8
Using JDeveloper to Modify a Task Flow
25.3.3
Using Task Flows Created at Design Time
25.3.4
Managing Mashup Styles
25.3.4.1
Out-of-the-Box Mashup Styles
25.3.4.2
Copying a Mashup Style
25.3.4.3
Showing or Hiding a Mashup Style in the Create Task Flow Dialog
25.3.4.4
Editing a Mashup Style
25.3.4.5
Previewing a Mashup Style
25.3.4.6
Setting Properties on a Mashup Style
25.3.4.7
Setting Security on a Mashup Style
25.3.4.8
Deleting a Mashup Style
25.3.4.9
Using JDeveloper to Build Your Mashup Style
25.4
Creating Data Visualizations
25.4.1
Consuming a Data Control in a Task Flow
25.4.1.1
Adding a Data Control as a Table
25.4.1.1.1
Adding a Data Control as a Read-Only Table
25.4.1.1.2
Adding a Data Control as an Editable Table
25.4.1.1.3
Adding a Web Services Data Control Accessor with Complex Parameters
25.4.1.2
Adding a Data Control as a Form
25.4.1.3
Adding a Data Control as a Graph
25.4.2
Creating Task Flow Parameters
25.4.3
Binding Data Control Parameters to Task Flow Parameters
25.4.4
Wiring a Data Control to a Parameter Form Task Flow
25.4.5
Consuming Task Flows that Contain Visualizations
25.4.6
Editing Visualizations
25.4.6.1
Editing Parameter Values for a Data Control Visualization
25.4.6.2
Customizing a Table
25.4.6.3
Customizing a Graph
25.4.7
Writing to a Data Source from a Visualization
25.4.7.1
Querying the Data Source
25.4.7.2
Updating Records in the Data Source
25.5
Business Mashup Examples
26
Working with OmniPortlet
26.1
What You Should Know About OmniPortlet
26.2
Working with the OmniPortlet Wizard
26.2.1
Adding an OmniPortlet Instance to a Page
26.2.2
Accessing the OmniPortlet Wizard
26.2.3
Selecting the Data Source Type
26.2.4
Identifying the Data Source
26.2.4.1
Proxy Authentication
26.2.4.2
Connection and Portlet Parameters
26.2.4.3
Spreadsheet
26.2.4.4
SQL
26.2.4.5
XML
26.2.4.6
Web Service
26.2.4.7
Web Page
26.2.5
Setting Filtering Options
26.2.6
Setting View Options
26.2.7
Setting Layout Options
26.2.7.1
Tabular Layout
26.2.7.2
Chart Layout
26.2.7.3
News Layout
26.2.7.4
Bullet Layout
26.2.7.5
Form Layout
26.2.7.6
HTML Layout
26.2.7.7
Parameter Form Layout
26.2.8
Customizing Your OmniPortlet
26.3
Working with OmniPortlet Parameters
26.4
Setting OmniPortlet Properties
26.4.1
What You Should Know About OmniPortlet Properties
26.4.2
OmniPortlet Parameters
26.5
Troubleshooting OmniPortlet
27
Working with the Web Clipping Portlet
27.1
What You Should Know About Web Clipping
27.2
Working with the Web Clipping Portlet
27.2.1
Adding a Web Clipping Portlet to a Page
27.2.2
Clipping Content for Display in the Web Clipping Portlet
27.2.3
Adding a Web Clipping That Users Can Personalize
27.2.3.1
Selecting a Clipping from OTN
27.2.3.2
Parameterizing a Web Clipping Portlet
27.2.3.3
Personalizing a Web Clipping Portlet
27.3
Setting Web Clipping Portlet Properties
27.3.1
What you Should Know About Web Clipping Portlet Properties
27.3.2
Web Clipping Portlet Parameters
27.4
Current Limitations of Web Clipping
27.5
Troubleshooting Web Clipping
Part VIII Organizing Your Collaborative and Social Networking Environment
28
Exploring the Home Space
28.1
What You Can Do In the Home Space
28.2
Registering Yourself with WebCenter Spaces
28.3
Hiding, Opening, and Rearranging Pages
28.3.1
Opening Spaces
28.3.1.1
Accessing the Home Space
28.3.1.2
Accessing a Space
28.3.2
Opening Pages
28.3.3
Hiding Pages
28.3.4
Showing Hidden Pages
28.3.5
Rearranging Page Order
28.4
Adjusting Your Page View
28.4.1
What You Should Know About User Customizations on a Page
28.4.2
Performing User Customizations on Your Page View
28.4.2.1
Rearranging Page Content
28.4.2.2
Removing Components from Your View of a Page
28.4.2.3
Resizing Components
28.4.2.4
Collapsing and Expanding Components
28.5
Exposing a Space Page in Your View of the Home Space
28.6
Renaming a Page
28.7
Sending a Link to a Page
28.8
Previewing and Printing an Application Page
28.9
Viewing Space and Page Information
28.9.1
Accessing Space Information
28.9.2
Accessing Page Information
28.10
Viewing Your Personal Profile Gallery
28.11
Accessing WebCenter Spaces Online Help
29
Managing Your Profile
29.1
What You Should Know About Profile
29.2
Setting Profile Preferences
29.3
Adding a Profile Task Flow to a Page
29.4
Viewing and Editing Personal Profiles
29.4.1
Viewing Profile Details
29.4.2
Editing Your Personal Profile
29.4.3
Uploading and Updating a Personal Profile Picture
29.5
Setting Profile Task Flow Properties
29.5.1
What You Should Know About Profile Task Flow Properties
29.5.2
Profile Task Flow Parameters
29.5.3
Using Properties to Configure a Profile Task Flow Instance
29.5.3.1
Change Profile Photo in Profile - Snapshot Task Flow
29.5.3.2
Post a Status Update
29.5.3.3
Expose Additional Controls in Organization View
29.5.3.4
Enable Continuous Edits of Profile Details
29.5.3.5
Setting Size of Profile Images in Profile - Snapshot Task Flow
29.5.3.6
Exposing Navigational Breadcrumbs in Profile - Snapshot
29.5.3.7
Enabling Section-By-Section Profile Editing
30
Creating Your Social Network
30.1
What You Should Know About Connections
30.2
Setting Connections Preferences
30.3
Adding a Connections Task Flow to a Page
30.4
Setting Up Your Social Network
30.4.1
Viewing Your Connections
30.4.1.1
Viewing Your Connections
30.4.1.2
Searching Through Your Connections
30.4.2
Inviting Others to Connect
30.4.3
Viewing Invitations to Connect
30.4.3.1
Viewing Invitations You Have Sent
30.4.3.2
Viewing Invitations You Have Received
30.4.4
Responding to Invitations to Be a Connection
30.4.5
Creating and Managing Connections Lists
30.4.5.1
Creating a Connections List
30.4.5.2
Adding a Connection to a List
30.4.5.3
Removing a Connection from a List
30.4.5.4
Deleting a Connections List
30.4.6
Removing a Connection
30.5
Setting Connections Task Flow Properties
30.5.1
What You Should Know About Connections Task Flow Properties
30.5.2
Connections Task Flow Parameters
30.5.3
Using Properties to Configure a Connections Task Flow Instance
30.5.3.1
Adding a Remove Button to Connections - Card
30.5.3.2
Restricting Connections Displayed to Those on a Named List
30.5.3.3
Specifying an Initial View for a Connections Task Flow Instance
30.5.3.4
Limiting the Number of Displayed Connections
30.5.3.5
Specifying Numbers of Rows and Columns
30.5.3.6
Applying a Filter to a Connections - Card Task Flow Instance
30.5.3.7
Selecting a Display Format for a Connections - Card Task Flow Instance
30.5.3.8
Invoking a Profile Popup from a Connections - Card Task Flow Instance
31
Tracking Your Connections' Activities
31.1
What You Should Know About Activity Stream
31.2
Setting Activity Stream Preferences
31.3
Adding an Activity Stream Task Flow to a Page
31.4
Working with Activity Stream Task Flows
31.4.1
Selecting the People to Stream in an Activity Stream Instance
31.4.2
Selecting the Spaces to Stream in an Activity Stream Instance
31.4.3
Selecting the Services to Stream in an Activity Stream Instance
31.4.4
Hiding and Showing the Activities of a Selected User
31.4.4.1
Hiding the Activities of a Selected User
31.4.4.2
Showing the Activities of a Hidden User
31.4.5
Hiding and Showing the Activities of a Selected Space
31.4.5.1
Hiding the Activities of a Selected Space
31.4.5.2
Showing the Activities of a Hidden Space
31.4.6
Liking and Commenting On Activity Stream Items
31.4.7
Sharing Files and other Objects Through an Activity Stream Item
31.5
Setting Activity Stream Task Flow Properties
31.5.1
What You Should Know About Activity Stream Task Flow Properties
31.5.2
Activity Stream Task Flow Parameters
31.5.3
Using an Advanced Query to Filter Activity Stream Items
31.5.3.1
What You Should Know About the Activity Stream Advanced Query Option
31.5.3.2
Entering an Advanced Query Against an Activity Stream Task Flow Instance
31.5.4
Using Properties to Configure an Activity Stream Task Flow Instance
31.5.4.1
Preventing Users from Customizing an Activity Stream
31.5.4.2
Hiding File Previews in Streamed Items
31.5.4.3
Preventing Users from Commenting on Streamed Items
31.5.4.4
Preventing Users from Liking Streamed Items
31.5.4.5
Preventing Users from Sharing Streamed Items
31.5.4.6
Limiting the Stream to Activities from One or More Spaces
31.5.4.7
Limiting the Stream to One or More Services
31.5.4.8
Limiting the Stream to Your Own Activities
32
Posting and Managing Messages and Feedback
32.1
What You Should Know About Message Board and Feedback
32.1.1
What You Should Know About Message Board
32.1.2
What You Should Know About Feedback
32.2
Setting Message Board and Feedback Preferences
32.2.1
Setting Message Board Preferences
32.2.2
Setting Feedback Preferences
32.3
Enabling Other Users to Post Messages and Feedback for You
32.4
Working with Message Board and Feedback Task Flows
32.4.1
Working with Message Board Task Flows
32.4.1.1
Viewing Messages
32.4.1.1.1
Viewing Messages Others Have Left for You
32.4.1.1.2
Viewing Messages Others Have Received
32.4.1.1.3
Viewing Messages Sent to a Selected Space
32.4.1.2
Posting Messages
32.4.1.2.1
Posting a Message to all of Your Connections
32.4.1.2.2
Posting a Message Scoped to a Selected Space
32.4.1.2.3
Posting a Private Message
32.4.1.2.4
Sharing a Private Message
32.4.1.2.5
Attaching a File or URL to a Message Board Message
32.4.1.3
Editing Message Board Messages
32.4.1.4
Sorting and Filtering Message Board Messages
32.4.1.5
Hiding Messages in Your View of Message Board
32.4.1.6
Showing Hidden Messages
32.4.1.7
Deleting Message Board Messages
32.4.2
Working with Feedback Task Flows
32.4.2.1
Viewing Feedback
32.4.2.1.1
Viewing Feedback You Have Posted or Received
32.4.2.1.2
Sorting and Filtering Feedback Posts
32.4.2.1.3
Hiding Feedback in Your Own View
32.4.2.1.4
Showing Hidden Feedback
32.4.2.1.5
Marking Feedback Received as Private
32.4.2.2
Posting Feedback
32.4.2.3
Deleting Feedback
32.5
Setting Message Board and Feedback Task Flow Properties
32.5.1
What You Should Know About Message Board and Feedback Task Flow Properties
32.5.2
Message Board and Feedback Task Flow Parameters
32.5.3
Using Properties to Configure Message Board and Feedback Task Flow Instances
32.5.3.1
Hiding Action Links and Icons on a Task Flow Instance
32.5.3.2
Limiting the Number of Messages and Feedback Posts Shown
32.5.3.3
Limiting the Length of Posts in a Feedback - Quick View Task Flow
32.5.3.4
Preventing Users from Adding Messages to a Message Board
32.5.3.5
Hiding the Feedback You Have Left for Others
32.5.3.6
Scoping the Display of Messages to a Named Space
32.5.3.7
Specifying the Date Range of Shown Messages and Feedback
33
Liking, Commenting On, and Sharing Objects
33.1
Liking and Unliking Application Objects
33.2
Commenting on Application Objects
33.3
Sharing Files, URLs, and Streamed Items with Other Users
33.3.1
What You Should Know About Sharing
33.3.2
Sharing Streamed Items with a Wider Audience
33.3.2.1
Reposting Streamed Items
33.3.2.2
Emailing Streamed Items
33.3.3
Sharing Items, Files, and URLs Through the Publisher Task Flow
33.3.3.1
What You Should Know About the Publisher Task Flow
33.3.3.2
Selecting the Recipients of a Published Message
33.3.3.3
Sharing Files Through the Publisher Task Flow
33.3.3.4
Sharing Links Through the Publisher Task Flow
33.3.3.5
Setting Publisher Task Flow Properties
33.3.3.5.1
What You Should Know About Publisher Task Flow Properties
33.3.3.5.2
Publisher Task Flow Parameters
33.3.3.5.3
Prohibiting File Uploads Through a Publisher Task Flow Instance
33.3.3.5.4
Limiting the Scope of Recipients
33.3.3.5.5
Using the Publisher as a Profile Status Updater
33.3.3.5.6
Using the Publisher as a File Uploader
34
Setting Your Personal Preferences
34.1
Accessing the Preferences Dialog
34.2
Choosing Your Preferred Display Language
34.3
Setting Date and Time Preferences
34.4
Enabling or Disabling Screen Reader Optimization
34.5
Changing the Home Space Look and Feel in Your View
34.6
Changing Your WebCenter Spaces Password
34.7
Providing Login Information for External Applications
35
Setting Up Your Personal Subscriptions and Notifications
35.1
What You Should Know About Subscriptions and Notifications
35.2
Establishing and Managing Your Messaging Channels and Filters
35.2.1
Accessing Messaging Configuration Settings
35.2.2
Establishing a Messaging Channel
35.2.3
Editing a Messaging Channel
35.2.4
Deleting a Messaging Channel
35.2.5
Creating and Applying Messaging Filters
35.2.6
Editing Messaging Filters
35.2.7
Deleting Messaging Filters
35.3
Subscribing at the Application, Space, and Object Level
35.3.1
Setting Application-Level Subscriptions
35.3.2
Setting Space-Level Subscriptions
35.3.3
Setting Object-Level Subscriptions
35.3.3.1
Subscribing to a File
35.3.3.2
Subscribing to a Wiki Document
35.3.3.3
Subscribing to a Blog Entry
35.3.3.4
Subscribing to a Discussion Topic
35.4
Viewing and Cancelling Your Subscriptions
35.4.1
Viewing and Cancelling Application-Level Subscriptions
35.4.2
Viewing and Cancelling Space- and Object-Level Subscriptions
35.5
Working with Notifications Task Flows
35.5.1
What You Should Know About Notifications Task Flows
35.5.2
Adding Notifications Task Flows to a Page
35.5.3
Setting Notifications Task Flow Properties
35.5.3.1
What You Should Know About Notifications Task Flow Properties
35.5.3.2
Notifications Task Flow Parameters
35.5.3.3
Hiding Save and Refresh Actions on Subscription Preferences
35.5.3.4
Displaying Subscription Controls for One Space in Another
36
Creating and Managing Your Personal Favorites
36.1
What You Should Know About Favorites
36.2
Accessing the Favorites User Interface
36.3
Adding Favorites
36.4
Adding Favorites Folders
36.5
Managing Favorites
36.5.1
Adding a Favorite Through the Manage Favorites Window
36.5.2
Adding a Favorites Folder Through the Manage Favorites Window
36.5.3
Editing Favorites and Favorites Folders
36.5.4
Rearranging Favorites and Favorites Folders
36.5.5
Searching for Favorites
36.5.6
Deleting Favorites and Favorites Folders
37
Creating and Managing Personal Pages
37.1
Creating Personal Pages in the Home Space
37.1.1
Setting Page Creation Defaults for Personal Pages
37.1.1.1
Accessing Page Creation Default Settings
37.1.1.2
Setting Personal Page Creation Defaults
37.1.2
Creating a Personal Page in the Home Space
37.2
Controlling User Access to Your Personal Pages
37.2.1
Granting User Access to Your Personal Pages
37.2.2
Revoking User Access to a Personal Page
37.3
Editing a Personal Page
37.4
Copying a Personal Page
37.5
Deleting a Personal Page
Part IX Working with Content
38
Introduction to Adding and Managing Content
38.1
What You Should Know About Adding and Managing Content
38.2
What You Should Know About Content Management Selections in the Resource Catalog
39
Publishing Content Using Content Presenter
39.1
What You Should Know About the Content Presenter Task Flow
39.2
Adding the Content Presenter Task Flow to a Page
39.3
Displaying the Content Presenter Configuration Dialog
39.4
Selecting Content
39.4.1
Selecting a Single Content Item
39.4.2
Selecting the Contents of a Folder
39.4.3
Selecting Content Based on the Results of a Query
39.4.4
Selecting Content Based on the Results of a Scenario
39.4.5
Selecting a List of Content Items
39.5
Selecting a Display Template
39.6
Previewing the Results
39.7
Using Content Presenter to Create or Edit Oracle Site Studio Content
39.8
Creating and Editing Files In-Context in a Content Presenter Task Flow
39.8.1
Editing Wiki Documents or HTML Files In-Context
39.8.2
Editing Site Studio Files In-Context
39.8.3
Creating New Site Studio Content In-Context
39.8.4
Changing the Edit Mode Key Sequence
39.9
Setting Content Presenter Task Flow Properties
39.9.1
What You Should Know About the Content Presenter Task Flow Properties
39.9.2
Content Presenter Task Flow Parameters
40
Working with the Documents Service Task Flows and Document Components
40.1
What You Should Know About the Documents Service Task Flows
40.1.1
Understanding the Document Explorer Task Flow
40.1.2
Understanding the Document List Viewer Task Flow
40.1.3
Understanding the Document Manager Task Flow
40.1.4
Understanding the Document Navigator Task Flow
40.1.5
Understanding the Folder Viewer Task Flow
40.1.6
Understanding the Recent Documents Task Flow
40.1.7
Understanding the Document Viewer Task Flow
40.1.8
Understanding the Document Mini Properties Task Flow
40.1.9
Understanding the Document Properties Task Flow
40.1.10
Understanding the Document Version History Task Flow
40.2
What You Should Know About Document Components
40.3
Adding a Selected Folder or File to a Page
40.4
Adding a Documents Service Task Flow to a Page
40.5
Understanding the Documents Service Task Flow Menus and Actions
40.5.1
Menus and Actions in the Documents Service Task Flows
40.5.1.1
File Menu
40.5.1.2
View Menu
40.5.1.3
New Wiki Document Action
40.5.1.4
Upload Action
40.5.1.5
Download Action
40.5.1.6
Folder Context Menu
40.5.1.7
File Context Menu
40.5.2
Menus and Actions in the Document Viewer Preview Pane or Window
40.5.2.1
File Menu
40.5.2.2
View Menu
40.5.2.3
Edit Action
40.5.2.4
Upload New Version Action
40.5.2.5
Download Action
40.5.2.6
Sidebar Icons and Panes
40.6
Personalizing Your View
40.6.1
Hiding and Showing Columns
40.6.2
Reordering Columns
40.6.3
Sorting Files and Folders
40.7
Opening a Folder
40.8
Opening a File
40.9
Creating a Folder
40.10
Using the Rich Text Editor (RTE)
40.11
Creating a File
40.11.1
Uploading New Files
40.11.2
Creating a Wiki Document
40.12
Editing and Updating a File
40.12.1
Checking a File Out
40.12.2
Downloading a File
40.12.3
Editing Files In-Place
40.12.4
Uploading a New Version of an Existing File
40.13
Renaming a Folder or File
40.13.1
Renaming a Folder or File Using a Menu
40.13.2
Renaming a File and Revising Its Description Through Properties
40.14
Copying and Pasting Folders and Files
40.15
Moving Folders and Files
40.16
Deleting Folders and Files
40.17
Refreshing Folder Contents
40.18
Hiding and Showing Folders
40.19
Working with Related Items (Tags, Links, and Recommendations)
40.19.1
Working with Tags
40.19.2
Working with Links
40.19.3
Working with Recommendations
40.20
Viewing, Entering, and Deleting Comments on a File
40.21
Viewing and Deleting File Version History
40.22
Viewing and Modifying Folder and File Properties
40.22.1
Working with Folder Properties
40.22.2
Working with File Properties
40.23
Opening or Saving PDF Files
40.24
Sharing the URL for a Folder or File
40.24.1
Retrieving the URL for a Folder or File
40.24.2
Mailing the URL for File
40.24.3
Publishing the URL for a File to Activity Streams
40.25
Setting Security Options on a Folder or File
40.26
Subscribing to a File
40.27
Liking and Unliking a File
40.28
Running Document Searches
40.28.1
Running a Basic Document Search
40.28.2
Running an Advanced Document Search
41
Setting Documents Service Task Flow and Document Component Properties
41.1
What You Should Know About Documents Service Task Flow and Document Component Properties
41.2
Setting Document Explorer Task Flow Properties
41.2.1
Document Explorer Task Flow Parameters
41.3
Setting Document List Viewer Task Flow Properties
41.3.1
Document List Viewer Task Flow Parameters
41.4
Setting Document Manager Task Flow Properties
41.4.1
Document Manager Task Flow Parameters
41.5
Setting Document Navigator Task Flow Properties
41.5.1
Document Navigator Task Flow Parameters
41.6
Setting Folder Viewer Task Flow Properties
41.6.1
Folder Viewer Task Flow Parameters
41.7
Setting Recent Documents Task Flow Properties
41.7.1
Recent Documents Task Flow Parameters
41.8
Setting Document Viewer Task Flow Properties
41.8.1
Document Viewer Task Flow Parameters
41.9
Setting Document Mini Properties Task Flow Properties
41.9.1
Document Mini Properties Task Flow Parameters
41.10
Setting Document Properties Task Flow Properties
41.10.1
Document Properties Task Flow Parameters
41.11
Setting Document Version History Task Flow Properties
41.11.1
Document Version History Task Flow Parameters
41.12
Setting Document Link Component Properties
41.12.1
Document Link Component Display Options
41.13
Setting Document Inline Frame Component Properties
41.13.1
Document Inline Frame Component Display Options
41.14
Setting Document Image Component Properties
41.14.1
Document Image Component Display Options
42
Working with Workflow-Enabled Content
42.1
What You Should Know About Content Workflows
42.1.1
Understanding Workflow Types
42.1.2
Understanding Workflow Steps
42.1.3
Understanding Workflow Process
42.2
Assigning a Workflow to a Folder
42.3
Viewing Workflow Assignments
42.3.1
Viewing Workflow Files in a Documents Service Task Flow
42.3.2
Viewing Workflow Files in a Workflow Queue
42.4
Viewing Workflow Status and File Information
42.4.1
Viewing Detailed Workflow Status
42.4.2
Viewing Content Information and Actions
42.5
Changing or Deleting a Workflow
42.6
Participating in a Workflow
42.6.1
Approving or Rejecting a File in Workflow
42.6.2
Working with a Rejected Revision
43
Creating and Managing Content at Runtime
44
Collaborating on Documents
44.1
Collaborating on Documents Using the Documents Service
44.2
Collaborating on Documents through Workflows
44.3
Collaborating on Documents Using Oracle AutoVue
45
Working with Microsoft Office and Explorer Integration
45.1
What You Should Know About Microsoft Office and Explorer Integration
45.1.1
Understanding WebCenter Spaces Word, PowerPoint, and Excel Integration
45.1.2
Understanding Microsoft Windows Explorer Integration
45.2
Configuring Microsoft Office Integration with WebCenter Spaces
45.3
Working with Microsoft Office Word, PowerPoint, and Excel Integration
45.3.1
Creating a Space from a Microsoft Office Document
45.3.2
Opening a File
45.3.2.1
Opening a File Already Checked Out By Another User
45.3.3
Displaying and Hiding the Microsoft Office Task Pane
45.3.3.1
Displaying or Hiding the Task Pane Manually
45.3.3.2
Displaying or Hiding the Task Pane By Default
45.3.4
Working with the Microsoft Office Task Pane
45.3.4.1
Adding a File
45.3.4.1.1
Saving a File As a New File in a Space
45.3.4.1.2
Adding a New File Using the Task Pane
45.3.4.2
Adding a New Folder
45.3.4.3
Checking a File Out
45.3.4.3.1
Checking the Currently Open File Out Again After Checking It In
45.3.4.4
Checking a File In
45.3.4.5
Managing the Currently Open File
45.3.4.6
Managing Other Files in the Current Space
45.3.4.7
Managing Folders
45.3.4.8
Viewing Link Targets
45.3.4.9
Viewing Document Information
45.3.4.10
Working with File Version Histories
45.3.4.11
Adding Members to a Space
45.3.4.12
Sending a Message
45.3.4.12.1
Sending a Message to the Current User
45.3.4.12.2
Sending a Message to Your People Connections
45.3.4.12.3
Sending a Message to All Members of a Space
45.3.5
Closing a File
45.3.5.1
Closing a File After Checking It In
45.3.5.2
Closing a File Before Checking It In
45.3.5.2.1
Closing an Unchanged File
45.3.5.2.2
Closing an Updated File
45.4
Working with Microsoft Windows Explorer Integration
45.4.1
Adding a Space as a Network Place
45.4.2
Working with Files Using Windows Explorer
46
Working with Wiki Documents
46.1
What You Should Know About Wikis
46.1.1
Prerequisites for Enabling the Wiki Functionality
46.1.2
Permissions Required for Working with Wiki Documents
46.2
Creating a Wiki Document
46.2.1
Methods of Creating Wiki Documents
46.2.2
Creating a Wiki Document Using Documents Service Task Flows
46.2.3
Creating a Wiki Document Using the Wiki Page Style
46.2.4
Creating a Wiki Document Within a Wiki Page Style-Based Page
46.3
Editing a Wiki Document
46.4
Exposing an Existing Wiki Document
46.4.1
Exposing an Existing Wiki Document Using the Wiki Page Style
46.4.2
Exposing an Existing Wiki Document Using Content Presenter
46.5
Comparing Versions of a Wiki Document
46.6
Managing Wiki Documents
47
Working with Blogs
47.1
What You Should Know About Blogs
47.1.1
Understanding the Blogs Interface
47.1.2
Directory Structure of Blogs
47.1.3
Requirements for Enabling the Blogs Functionality
47.1.4
Permissions Required for Working with Blogs
47.2
Creating and Managing Blogs
47.2.1
Creating a Blog
47.2.1.1
Creating a Blog Using the Blog Page Style
47.2.1.2
Adding a Blogs Task Flow
47.2.2
Setting Blog Properties
47.2.2.1
What You Should Know About Blog Properties
47.2.2.2
Blogs Task Flow Parameters
47.2.2.3
Blog Page Style Parameters
47.2.3
Subscribing to a Blog
47.3
Working with Blog Posts
47.3.1
What You Should Know About Blog Posts
47.3.2
Creating a Blog Post
47.3.3
Editing a Blog Post
47.3.4
Opening a Blog Post
47.3.5
Managing Blog Posts
Part X Planning and Building a Space
48
Understanding Space Basics
48.1
What You Should Know About Spaces
48.2
What Does a Space Look Like?
48.3
Viewing Available Spaces
48.4
Interacting with Spaces Before Logging In (Public User)
48.5
Viewing Information About a Space
48.6
Joining a Space
48.6.1
Joining a Space (Registered WebCenter Spaces User)
48.6.2
Joining a Space (Unregistered WebCenter Spaces User)
48.7
Searching in a Space
48.8
Viewing Pages in a Space
48.9
Personalizing Your View of Pages in a Space
48.10
Creating Your Own Page in a Space
48.11
Showing or Hiding Pages in Your View of a Space
48.12
Editing Your Pages in a Space
48.13
Copying a Page to Your View of a Space
48.14
Renaming Your Pages in a Space
48.15
Controlling User Access to Your Space Pages
48.16
Deleting Your Pages in a Space
48.17
Exposing a Space Page in Your View of the Home Space
48.18
Sending a Link to a Page in a Space
48.19
Viewing Information About a Page in a Space
48.20
Changing Your Role in a Space
48.21
Cancelling Space Membership
49
Working with Space Templates
49.1
What You Should Know About Space Templates
49.1.1
Understanding Out-of-the-Box Space Templates
49.1.2
Understanding Custom Space Templates
49.2
Creating a Custom Space Template
49.3
Managing Space Templates
49.3.1
Viewing Available Space Templates
49.3.2
Searching for a Space Template
49.3.3
Renaming a Space Template
49.3.4
Setting Up Access to a Space Template
49.3.5
Publishing or Hiding Space Templates
49.3.6
Deleting Space Templates
50
Managing a Space
50.1
Who Is the Space Moderator?
50.2
Creating a New Space
50.3
Accessing Space Administration Pages
50.4
Managing General Administration Settings for a Space
50.4.1
Renaming a Space
50.4.2
Modifying the Description or Keywords for a Space
50.4.3
Taking a Space Offline
50.4.4
Bringing a Space Back Online
50.4.5
Closing or Reactivating a Space
50.4.6
Enabling or Disabling RSS News Feeds for a Space
50.4.7
Changing the Space Icon
50.4.8
Changing the Space Logo
50.4.9
Changing the Page Template for a Space
50.4.10
Changing the Skin for a Space
50.4.11
Changing the Resource Catalogs for Pages and the Page Template for a Space
50.4.12
Changing the Navigation for a Space
50.4.13
Displaying or Hiding a Page Footer in a Space
50.4.14
Customizing the Copyright Statement and Privacy URL
50.4.15
Setting a Space Display Language
50.4.16
Changing the Access to a Space
50.5
Managing Space Roles
50.6
Managing Space Members
50.7
Creating and Managing Space Pages
50.7.1
Setting a Default Page Style
50.7.2
Creating a Page in a Space
50.7.3
Showing or Hiding Pages in a Space
50.7.4
Searching for Pages in a Space
50.7.5
Editing a Page in a Space
50.7.6
Copying a Page in a Space
50.7.7
Renaming a Page in a Space
50.7.8
Changing Access Permissions on a Space Page
50.7.9
Deleting a Page in a Space
50.7.10
Exposing a Space Page in the Home Space
50.7.11
Sending a Link to a Page in a Space
50.7.12
Viewing Information About a Page in a Space
50.8
Managing Space Content
50.9
Managing Subspaces
50.10
Managing Space Services
50.10.1
Enabling and Disabling Services Available to a Space
50.10.2
Configuring a Custom Space Mail Distribution List
50.10.3
Modifying Discussion Forum Settings for a Space
50.10.4
Publishing Space Mail in a Discussion Forum
50.11
Managing Space Resources
50.12
Defining Custom Attributes for a Space
50.13
Adding Wikis or Blogs to a Space
50.14
Making a Space Available
50.14.1
Publishing the Link to a Space
50.14.2
Changing a Space URL
50.14.3
Making a Space Known (Discoverable)
50.14.4
Granting WebCenter Spaces Users Access to a Space
50.14.5
Granting Public Access to a Space
50.15
Sending Mail to Space Members or Moderators
50.16
Working with the Space Task Flows
50.16.1
Adding a Space Task Flow to a Page
50.16.2
Setting Space Task Flow Properties
50.16.2.1
What You Should Know About the Spaces Task Flow Properties
50.16.2.2
Setting Space Members Task Flow Properties
50.16.2.3
Setting Spaces Browser Task Flow Properties
50.16.2.3.1
Spaces Browser Task Flow Parameters
50.17
Deleting a Space
51
Managing Space Members and Roles
51.1
Setting Up the Membership Policy for a Space
51.1.1
Managing Self-Service Membership for a Space
51.1.2
Managing Self-Service Membership Removal from a Space
51.2
Managing Roles and Permissions for a Space
51.2.1
What You Should Know About Roles and Permissions for a Space
51.2.1.1
Understanding the Default Roles for a Space
51.2.1.2
Understanding Permissions and Permission Models in a Space
51.2.1.3
Understanding Custom Roles in Spaces
51.2.2
Defining Custom Roles for a Space
51.2.3
Viewing and Editing Permissions of a Space Role
51.2.4
Using the Advanced Permission Model
51.2.5
Deleting Roles in a Space
51.3
Managing Members and Assigning Roles
51.3.1
What You Should Know About Space Membership
51.3.2
Viewing Members of a Space
51.3.3
Composing Messages to New Members
51.3.4
Adding Members to a Space
51.3.4.1
Adding WebCenter Spaces Users and Groups
51.3.4.2
Inviting a WebCenter Spaces User
51.3.4.3
Allowing a WebCenter Spaces User to Self-Subscribe
51.3.4.4
Inviting a Non-WebCenter Spaces User
51.3.5
Changing Member Role Assignments
51.3.6
Approving Requests for Membership of a Space
51.3.7
Communicating with Moderators and Members of a Space
51.3.7.1
Sending a Message from the Spaces Page
51.3.7.2
Sending a Message from the Members Page
51.3.7.3
Contacting Space Moderator(s)
51.3.8
Revoking Membership
51.4
Working with the Space Members Task Flow
51.4.1
What You Should Know About the Space Members Task Flow
51.4.2
Managing Space Membership Through the Space Members Task Flow
51.4.3
Contacting All Space Members
51.4.4
Contacting Individual Members of a Space
51.4.5
Sorting Members
51.4.6
Filtering Members
51.4.7
Setting Space Members Task Flow Properties
51.4.7.1
What You Should Know About Space Members Task Flow Properties
51.4.7.2
Space Members Task Flow Parameters
52
Administering Spaces and Templates
52.1
Understanding Space Management and Migration
52.2
Performing Administrative Tasks For All Spaces
52.2.1
Viewing Space Information
52.2.2
Taking Any Space Offline
52.2.3
Bringing Any Space Back Online
52.2.4
Closing Any Space
52.2.5
Reactivating Any Space
52.2.6
Deleting a Space
52.3
Performing Administrative Tasks For All Space Templates
52.3.1
What You Should Know About Managing Space Templates
52.3.2
Viewing Space Templates
52.3.3
Publishing and Hiding Space Templates
52.3.4
Deleting a Space Template
52.4
Enabling and Disabling Services
52.5
Importing and Exporting Spaces and Space Templates
52.5.1
Exporting Spaces
52.5.2
Importing Spaces
52.5.3
Exporting Space Templates
52.5.4
Importing Space Templates
52.6
Troubleshooting
52.6.1
Troubleshooting WebCenter Spaces Workflows
52.6.1.1
Validating the WebCenter Workflow Configuration
52.6.1.2
Troubleshooting Issues with WebCenter Spaces Workflows
52.6.2
Troubleshooting WebCenter Service Issues
52.6.3
Troubleshooting Issues with Space Import and Export
52.6.3.1
Space Blocked After Unsuccessful Export or Import
52.6.3.2
Page or Space Not Found Message After Import
52.6.3.3
Space Import Archive Exceeds Maximum Upload File Size
52.6.3.4
Maximum Number of Spaces Exceeded on Export
52.6.3.5
Lists Not Imported Properly
52.6.3.6
Importing from the Subspaces Page
53
Working with a Space Hierarchy
53.1
What You Should Know About Space Hierarchies
53.2
Understanding Inheritance in Space Hierarchies
53.2.1
Inheriting Security
53.2.2
Inheriting Services
53.3
Creating a Subspace
53.4
Viewing a Space Hierarchy
53.4.1
Viewing Subspaces of a Parent Space
53.4.2
Viewing Parent Spaces of a Subspace
53.5
Creating a Custom Space Hierarchy Navigation
53.6
Moving Subspaces
53.7
Managing a Subspace
53.7.1
Modifying Security Settings for a Subspace
53.7.2
Importing Subspaces
Part XI Analyzing and Monitoring Your Portal
54
Analyzing Usage and Performance Metrics
54.1
What You Should Know About the Analytics Service
54.1.1
Understanding the Analytics Administration Page in WebCenter Spaces
54.1.2
Understanding Analytics Task Flows in WebCenter Spaces
54.1.2.1
WebCenter Traffic
54.1.2.2
Page Traffic
54.1.2.3
Login Metrics
54.1.2.4
Space Traffic
54.1.2.5
Space Response Time
54.1.2.6
Portlet Traffic
54.1.2.7
Portlet Instance Traffic
54.1.2.8
Portlet Response Time
54.1.2.9
Portlet Instance Response Time
54.1.2.10
Search Metrics
54.1.2.11
Document Metrics
54.1.2.12
Wiki Metrics
54.1.2.13
Blog Metrics
54.1.2.14
Discussion Forum Metrics
54.1.3
Access to Analytics Task Flows in WebCenter Spaces
54.2
Working with Analytics Task Flows
54.2.1
Adding Analytics Task Flows to a Page
54.2.2
Customizing Analytics Reports
54.2.3
Personalizing Your Analytics Report View
54.2.3.1
Report Display Options
54.2.3.2
Query Options
54.3
Setting Analytics Task Flow Properties
54.3.1
What You Should Know About the Analytics Service Task Flow Properties
54.3.2
Analytics Service Task Flow Parameters
Part XII Searching WebCenter and Other Sources
55
Working with the Search Service
55.1
What You Should Know About the Search Service
55.1.1
Using the Oracle Secure Enterprise Search Adapter
55.2
Setting Preferences for WebCenter Spaces Search Results
55.2.1
Selecting the Services to Search
55.2.2
Specifying a Display Order for Search Results
55.3
Working with Search Service Task Flows
55.3.1
Searching in a WebCenter Application
55.3.1.1
Performing a Global Search
55.3.1.2
Performing a Space Search
55.3.2
Refining the Display of Search Results
55.3.3
Saving Searches
55.3.3.1
Saving a Search
55.3.3.2
Running a Saved Search
55.3.3.3
Sharing a Saved Search in WebCenter Spaces
55.3.3.4
Customizing a Saved Search
55.3.3.5
Deleting a Saved Search
55.4
Setting Search Service Task Flow Properties
55.4.1
What You Should Know About the Search Service Task Flow Properties
55.4.2
Search Service Task Flow Parameters
56
Working with the Tags Service
56.1
What You Should Know About the Tags Service
56.1.1
Understanding Tags
56.1.2
Adding the Tags Icon to Pages
56.1.3
Understanding the Tags Task Flow
56.1.4
Understanding the Similarly Tagged Items Task Flow
56.1.5
Understanding the Tag Center
56.2
Working with Tags Service Features and Task Flows
56.2.1
Adding a Tags Service Task Flow to a Page
56.2.2
Tagging WebCenter Portal Application Pages
56.2.3
Tagging WebCenter Portal Application Documents
56.2.4
Working with Tags and Tagged Items in the Tags Task Flow
56.2.4.1
Viewing Tags and Tagged Items in the Tags Task Flow
56.2.4.2
Sorting Tags and Tagged Items
56.2.4.3
Filtering Tags and Tagged Items
56.2.4.4
Renaming a Tag from the Tags Task Flow
56.2.4.5
Deleting a Tag from the Tags Task Flow
56.2.5
Viewing Tags and Tagged Items in Search Results
56.2.6
Working with Tags and Tagged Items in the Tag Center
56.2.6.1
Opening the Tag Center
56.2.6.2
Selecting Different Views and Arrangements of Tags in the Tag Cloud
56.2.6.3
Selecting Different Views and Arrangements of Tagged Items
56.2.6.4
Refining the Display of Information in the Tag Center
56.2.6.5
Discovering Who Has Used a Tag in the Tag Center
56.3
Setting Tags Service Task Flow Properties
56.3.1
What You Should Know About the Tags Service Task Flow Properties
56.3.2
Tags Service Task Flow Parameters
Part XIII Gathering Intelligence Based on Activities
57
Working with the Activity Graph Service
57.1
What You Should Know About the Activity Graph Service
57.2
Working with Activity Graph Service Task Flows
57.2.1
Adding an Activity Graph Service Task Flow to a Page
57.2.2
Working with the Recommended Connections Task Flow
57.2.2.1
Learning More About a Recommended Connection
57.2.2.2
Inviting a Recommended Connection to Connect with You
57.2.2.3
Removing a User from Your Recommended Connections
57.2.2.4
Setting the Number of Users to Display in the Recommended Connections Task Flow
57.2.2.5
Controlling Which Users to Include in the Recommended Connections Task Flow
57.2.3
Working with the Similar Spaces Task Flow
57.2.3.1
Learning More About a Suggested Space
57.2.3.2
Joining a Space
57.2.3.3
Removing a Space from the Task Flow
57.2.3.4
Setting the Number of Spaces to Display in the Similar Spaces Task Flow
57.2.3.5
Controlling Which Spaces to Include in the Similar Spaces Task Flow
57.2.4
Working with the Similar Items Task Flow
57.2.4.1
Populating the Similar Items Task Flow
57.2.4.2
Viewing a Suggested Item
57.2.4.3
Setting the Number of Items to Display in the Similar Items Task Flow
57.2.4.4
Controlling Which Items to Include in the Similar Items Task Flow
57.3
Setting Activity Graph Service Task Flow Properties
57.3.1
What You Should Know About the Activity Graph Service Task Flow Properties
57.3.2
Activity Graph Service Task Flow Parameters
Part XIV Services: Analytics through Links
58
Working with the Announcements Service
58.1
What You Should Know About the Announcements Service
58.2
Working with Announcements Service Task Flows
58.2.1
Adding an Announcements Service Task Flow to a Page
58.2.2
Working with the Announcements Task Flow
58.2.2.1
Viewing Announcements in the Announcements Task Flow
58.2.2.2
Adjusting Your View of the Announcements
58.2.2.3
Creating an Announcement
58.2.2.4
Editing Announcements
58.2.2.5
Deleting an Announcement
58.2.3
Working with the Announcements - Quick View Task Flow
58.2.3.1
Viewing Announcements in the Quick View Task Flow
58.2.3.2
Managing Announcements in the Quick View Task Flow
58.2.4
Sending Mail from an Announcement
58.2.5
Linking Announcements
58.3
Setting Announcements Service Task Flow Properties
58.3.1
What You Should Know About the Announcements Service Task Flow Properties
58.3.2
Announcements Service Task Flow Parameters
59
Working with the Discussions Service
59.1
What You Should Know About the Discussions Service
59.2
Working with Discussions Service Task Flows
59.2.1
Adding a Discussions Service Task Flow to a Page
59.2.2
Creating a Discussion Forum
59.2.3
Editing the Forum Name and Description
59.2.4
Creating and Managing Forum Topics and Replies
59.2.4.1
Posting a New Forum Topic
59.2.4.2
Replying to Topic Posts
59.2.4.3
Viewing Topic Posts and Replies
59.2.4.4
Editing Topics and Replies
59.2.4.5
Deleting Topic Posts and Replies
59.2.4.6
Switching Between Topic View Modes
59.2.5
Showing and Hiding Additional Discussion Forum Information
59.2.5.1
Showing or Hiding Information in the Discussions - Quick View Task Flow
59.2.5.2
Showing or Hiding Information in the Popular Topics Task Flow
59.2.5.3
Showing or Hiding Information in the Recent Topics Task Flow
59.2.5.4
Showing or Hiding Information in the Watched Forums Task Flow
59.2.5.5
Showing or Hiding Information in the Watched Topics Task Flow
59.2.6
Watching Forums and Topics
59.2.6.1
Adding a Discussion Forum or Topic to Your Watch List
59.2.6.2
Removing a Discussion Forum or Topic from a Watch List
59.2.6.3
Viewing Watched Forums and Topics from the Quick View
59.2.7
Sending Mail from Discussion Topics
59.3
Setting Discussions Service Task Flow Properties
59.3.1
What You Should Know About the Discussions Service Task Flow Properties
59.3.2
Discussions Service Task Flow Parameters
60
Working with the Events Service
60.1
What You Should Know About the Events Service
60.1.1
Calendar Overlaying
60.1.2
Where to View Events
60.1.3
Integration with Other Services
60.2
Working with Events Service Task Flows
60.2.1
Adding an Events Service Task Flow to a Page
60.2.2
Accessing Your Personal Microsoft Exchange Calendar
60.2.3
Viewing Events
60.2.3.1
Displaying the Events Page for a Space
60.2.3.2
Displaying Events by Day, Week, or Month or as a List
60.2.3.3
Viewing Events for a Specific Date
60.2.3.4
Refreshing Your View of Events
60.2.3.5
Setting Display Preferences
60.2.3.5.1
Setting the Calendar Start Time
60.2.3.5.2
Setting a Secondary Time Zone
60.2.3.5.3
Configuring List View
60.2.4
Scheduling Events
60.2.5
Viewing Event Details
60.2.6
Revising Scheduled Events
60.2.7
Cancelling Scheduled Events
60.2.8
Displaying Multiple Calendars in a Single Task Flow
60.2.8.1
Enabling Calendar Overlaying
60.2.8.2
Displaying Additional Calendars
60.2.8.3
Editing Calendar Display Options
60.3
Setting Events Service Task Flow Properties
60.3.1
What You Should Know About the Events Service Task Flow Properties
60.3.2
Events Service Task Flow Parameters
60.3.3
Events - Mini View Service Task Flow Parameters
61
Working with the Instant Messaging and Presence Service (IMP)
61.1
What You Should Know About the IMP Service
61.2
Identifying Your Preferred Instant Messaging Provider
61.3
Configuring Network Presence
61.4
Working with IMP Service Features
61.4.1
Viewing the Status of Other Users
61.4.2
Sending a Mail Message from the Presence Icon Menu
61.4.3
Sending an Instant Message from the Presence Icon Menu
61.4.4
Initiating a Phone Conference from the Presence Icon Menu
62
Working with the Links Service
62.1
What You Should Know About the Links Service
62.2
Working with Links Service Features
62.2.1
Linking to Existing Objects
62.2.1.1
Opening the Links Dialog to Link to Existing Objects
62.2.1.2
Linking to an Existing Announcement
62.2.1.3
Linking to an Existing Discussion Forum Topic
62.2.1.4
Linking to an Existing Document
62.2.1.5
Linking to an Existing Event
62.2.2
Linking to New Objects
62.2.2.1
Opening the Links Dialog to Link to a New Object
62.2.2.2
Adding and Linking to a Discussion Forum Topic
62.2.2.3
Adding and Linking to a Document
62.2.2.4
Adding and Linking to an Event
62.2.2.5
Adding and Linking to a Note
62.2.2.6
Linking to a Web Page
62.2.3
Accessing Link Targets
62.2.4
Deleting a Link
62.2.5
Linking in the Rich Text Editor
Part XV Services: Lists through Worklist
63
Working with the Lists Service
63.1
What You Should Know About the Lists Service
63.2
Working with Lists Service Features
63.2.1
Adding Lists to a Page
63.2.2
Viewing Lists
63.2.3
Creating and Managing Lists
63.2.3.1
Creating Lists
63.2.3.2
Editing List Structure
63.2.3.2.1
Renaming a List and Revising a List Description
63.2.3.2.2
Adding Columns to a List
63.2.3.2.3
Revising List Column Details
63.2.3.2.4
Rearranging List Columns on All Instances of a List
63.2.3.2.5
Deleting a List Column
63.2.3.3
Copying a List
63.2.3.4
Deleting Lists
63.2.4
Adding and Managing List Data
63.2.4.1
Adding Data of a Given Data Type to a List
63.2.4.1.1
Adding Data to a List
63.2.4.1.2
Adding Plain Text Data to a List
63.2.4.1.3
Adding Rich Text Data to a List
63.2.4.1.4
Adding DateTime Data to a List
63.2.4.1.5
Adding Picture Data to a List
63.2.4.1.6
Adding Person Data to a List
63.2.4.2
Editing List Data
63.2.4.3
Deleting List Rows
63.2.4.4
Refreshing List Data
63.2.5
Customizing Lists
63.2.5.1
Sorting List Data on a Column
63.2.5.1.1
Sorting List Data Using Column Icons
63.2.5.1.2
Performing an Advanced Sort of List Data
63.2.5.2
Resizing List Columns
63.2.5.3
Changing Column Order on a List Instance
63.2.5.4
Hiding and Showing List Columns
63.2.5.5
Freezing a Column Position
63.2.5.6
Wrapping Column Data
63.2.5.7
Applying Color Banding to List Rows
63.2.5.7.1
Applying Color Banding to Your Personal View of a List
63.2.5.7.2
Removing Personal Color Banding
63.2.5.7.3
Applying Color Banding to Everyone's View of a List Instance
63.2.5.7.4
Removing Color Banding from Everyone's View of a List
63.2.5.8
Filtering List Data
63.2.5.8.1
Applying an Ad Hoc Filter to a List Instance
63.2.5.8.2
Applying a Permanent, Personal Filter to a List Instance
63.2.5.8.3
Removing a Permanent, Personal List Filter
63.2.5.8.4
Applying Filters to Everyone's View of a List
63.2.5.8.5
Removing Filters from Everyone's View of a List
63.2.6
Sending a Link to a List to Other Users
63.2.7
Exporting a List and Importing a List from an Excel Spreadsheet
63.2.7.1
What You Should Know About Exporting and Importing Lists
63.2.7.2
Exporting a List to a Spreadsheet
63.2.7.3
Importing an Exported List
63.3
Setting Lists Service Task Flow Properties
63.3.1
What You Should Know About Lists Task Flow Properties
63.3.2
Lists Task Flow Parameters
64
Working with the Mail Service
64.1
What You Should Know About the Send Mail Feature
64.1.1
Configuring the Send Mail Feature
64.2
What You Should Know About the Mail Service
64.3
Selecting Your Preferred Mail Connection
64.4
Working with the Mail Service Task Flow
64.4.1
Adding the Mail Service Task Flow to a Page
64.4.2
Logging in to Mail
64.4.3
Personalizing Your View of the Mail Task Flow
64.4.4
Opening Mail Messages
64.4.5
Downloading Mail Attachments
64.4.6
Composing and Sending Mail Messages
64.4.7
Sending Mail with Attachments
64.4.8
Removing Attachments from the Add Attachment Window
64.4.9
Replying to and Forwarding Mail
64.4.10
Refreshing Mail
64.4.11
Deleting Mail
64.5
Setting Mail Service Task Flow Properties
64.5.1
What You Should Know About the Mail Service Task Flow Properties
64.5.2
Mail Service Task Flow Parameters
65
Working with the Notes Service
65.1
What You Should Know About the Notes Service
65.2
Working with the Notes Service Task Flow
65.2.1
Adding the Notes Service Task Flow to a Resource Catalog
65.2.2
Adding the Notes Service Task Flow to a Page
65.2.3
Creating a Note
65.2.4
Filtering and Clearing Filters on Notes
65.2.5
Editing Note Details
65.2.6
Refreshing Your View of Notes
65.2.7
Deleting Notes
65.3
Setting Notes Service Task Flow Properties
66
Working with the Polls Service
66.1
What You Should Know About the Polls Service
66.2
Working With Polls Service Task Flows
66.2.1
Working With the Quick Poll Task Flow
66.2.2
Working With the Polls Manager Task Flow
66.2.3
Working With the Take Polls Task Flow
66.2.4
Working With the View Poll Results Task Flow
66.3
Setting Polls Service Task Flow Properties
66.3.1
What You Should Know About the Polls Service Task Flow Properties
66.3.2
Polls Service Task Flow Parameters
67
Working with the RSS Service
67.1
What You Should Know About the RSS Service
67.1.1
RSS Icon
67.1.2
RSS Manager
67.1.3
RSS Task Flow
67.2
Obtaining Service News Feeds
67.2.1
Obtaining the Recent Activities News Feed
67.2.1.1
Obtaining a Recent Activity News Feed URL from the RSS Manager
67.2.1.2
Obtaining a News Feed URL from the Recent Activity Task Flow
67.2.2
Obtaining the Discussion Forums News Feed
67.2.2.1
Obtaining a Discussion Forum News Feed from the RSS Manager
67.2.2.2
Obtaining a News Feed from the Discussions Page
67.2.2.3
Obtaining a News Feed from a Discussion Forums Task Flow
67.2.3
Obtaining List News Feeds
67.2.3.1
Obtaining a List News Feed from the RSS Manager
67.2.3.2
Obtaining a News Feed from the Lists Page
67.2.3.3
Obtaining a News Feed from a Lists Task Flow
67.2.4
Obtaining the Announcements News Feed
67.2.4.1
Obtaining an Announcements News Feed from the RSS Manager
67.2.4.2
Obtaining a News Feed from the Announcements Page
67.2.4.3
Obtaining a News Feed from the Announcements Task Flow
67.3
Working with the RSS Task Flow
67.3.1
Adding an RSS Service Task Flow to a Page
67.3.2
Refreshing an RSS Task Flow
67.3.3
Deleting an RSS Task Flow From the Page
67.3.4
Editing the Feed Location of an RSS Task Flow
67.4
Setting RSS Service Task Flow Properties
67.4.1
What You Should Know About the RSS Service Task Flow Properties
67.4.2
RSS Service Task Flow Parameters
68
Working with the Recent Activities Service
68.1
What You Should Know About the Recent Activities Service
68.2
Working with the Recent Activities Service Task Flow
68.2.1
Adding the Recent Activities Service Task Flow to a Custom Resource Catalog
68.2.2
Adding the Recent Activities Service Task Flow to a Page
68.2.3
Personalizing the Recent Activity Task Flow
68.2.4
Accessing Recently Acted-On Items
68.2.5
Refreshing the Recent Activity Task Flow
68.3
Setting Recent Activities Service Task Flow Properties
68.3.1
What You Should Know About the Recent Activity Task Flow Properties
68.3.2
Recent Activity Task Flow Parameters
69
Working with the Worklist Service
69.1
What You Should Know About the Worklist Service
69.2
Adding a Worklist Service Task Flow to a Page
69.3
Working with the Worklist Service Task Flow
69.3.1
Viewing and Responding to Worklist Items
69.3.2
Setting Messaging Preferences
69.3.3
Arranging Your Display of Worklist Items
69.4
Setting Worklist Service Task Flow Properties
Part XVI Appendices
A
WebCenter Spaces User Interface URLs
A.1
User Interface URLs for User Profiles
A.2
User Interface URLs for Home Space Pages
A.3
User Interface URLs for Space Pages
A.4
User Interface URLs for Application Administration Pages
B
Expression Language Expressions
B.1
Introducing the Expression Builder
B.2
Expression Language Example Use Case
B.3
Expression Language Expressions
B.3.1
Seeded Expressions in the Expression Builder
B.3.1.1
Application Info Seeded ELs
B.3.1.2
Page Info Seeded ELs
B.3.1.3
Page Parameter Seeded ELs
B.3.1.4
Resource Info Seeded ELs
B.3.1.5
Space Info Seeded ELs
B.3.1.6
Space Page Info Seeded Paths
B.3.1.7
System Seeded ELs
B.3.1.8
User Info Seeded ELs
B.3.1.9
WebCenter Events Seeded ELs
B.3.2
EL Expressions Relevant to the WebCenter Spaces Application
B.3.3
EL Expressions Relevant to Application Security
B.3.4
EL Expressions Relevant to Application Navigation
B.3.5
EL Expressions Relevant to Resources
B.3.6
EL Expressions Relevant to Specific Spaces
B.3.7
EL Expressions Relevant to Specific Pages
B.3.8
EL Expressions Relevant to Oracle Composer
B.3.9
EL Expressions Relevant to Event Contexts
B.3.10
EL Expressions Relevant to Services
B.3.11
EL Expressions Relevant to the Personalization Conductor
B.3.12
EL Expressions Relevant to the Documents Service
B.3.13
EL Expressions Relevant to the People Connections Service
B.3.14
EL Expressions Relevant to User Preferences
B.3.15
Utilitarian EL Expressions
C
Business Mashup Examples
C.1
Creating Mashups with Data from the Analytics Service
C.1.1
Creating a Graph to Display Page Hits
C.1.2
Using a Parameterized Task Flow to Display a Graph of Page Hits in a Space
C.1.2.1
Creating the Page Hits Data Conrtol
C.1.2.2
Creating a Custom Mashup Style with a Parameter to Specify the Space Name
C.1.2.3
Creating a Task Flow Using the Custom Mashup Style
C.1.2.4
Consuming the Data Control in the Task Flow
C.1.2.5
Testing the Parameter Wiring in the Task Flow
C.1.3
Creating a Graph to View Portal Site Traffic
C.1.4
Creating a Mashup with Two Task Flows in a Master-Detail Relationship
C.1.4.1
Creating the Master Data Control and Task Flow
C.1.4.2
Creating the Details Data Control and Task Flow
C.1.4.3
Wiring the Master and Details Task Flows
C.2
Creating a Mashup that Displays Employee Data from SQL Data Control
C.2.1
Creating the SQL Data Control
C.2.2
Adding the Data Control and Binding Task Flow Parameters to Data Control Parameters
C.2.3
Showing a Hidden Column in the Table
C.2.4
Adding the Data Control in a Parameter Form Task Flow
C.3
Creating a Mashup with Data from the WebCenter Spaces MDS Repository
C.3.1
Creating the Data Control
C.3.2
Adding the Data Control as a Graph Inside a Task Flow
C.4
Creating a Mashup with Data from a WebCenter Spaces Web Service Data Source
C.4.1
Creating a Mashup to List the Spaces in the Application
C.4.2
Creating a Mashup with a Form to Rename Spaces
C.5
Creating a Mashup with Data from a Siebel Data Source
C.5.1
Creating a Web Service Data Control
C.5.2
Adding a Data Control Method as a Table to a Task Flow
C.5.3
Querying the Data Source
C.5.4
Updating Data Source Records
C.6
Building and Using a Custom Mashup Style with Predefined Columns
C.6.1
Building the Custom Mashup Style
C.6.2
Creating a Task Flow Based on the Custom Style
Glossary
Index
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