47 Working with Wiki Documents

47.1 What You Should Know About Wikis

Wikis epitomize the concepts of community and collaboration by allowing all authorized community members to contribute their information to the greater body of knowledge. Wiki pages are web pages that offer in-place editing using HTML or a simple mark-up language called wiki mark-up. Users with sufficient permissions on a wiki page can add, revise, or delete content. Wikipedia is an excellent example of a wiki (http://www.wikipedia.com). Users from all over the world collaborate to create and edit Wikipedia pages, resulting in a rich, dynamic knowledge base for everyone's benefit.

This section includes the following subsections:

• Section 47.1.1, "Prerequisites for Enabling the Wiki Functionality"

• Section 47.1.2, "Permissions Required for Working with Wiki Documents"

47.1.2 Permissions Required for Working with Wiki Documents

Users can create wiki documents by using either of the two methods: the Wiki page style method or the New Wiki Document method available in Documents service task flows.

To create a wiki document using the New Wiki Document method and edit such wiki documents, users must be granted the Create and Edit Documents permission for the Documents service (Figure 47-1). To be able to delete wiki documents, users require the Delete Documents permission. These permissions are available to the Moderator and Participant roles by default.

Figure 47-1 Documents Service Permissions

Description of "Figure 47-1 Documents Service Permissions "

When using the Wiki page style method, users require Page service permissions in addition to the Documents service permissions. To be able to create and edit wiki documents by using the Wiki page style, users require the following permissions:

• Standard permission model: If this permission model is used, users require:

  • Create and Edit Documents permission for the Documents service (Figure 47-1)

  • Edit Page Access, Structure, and Content permission for Basic Services

• Advanced permission model: If this permission model is used, users require:

  • Create and Edit Documents permission for the Documents service

  • Create Pages or Create, Edit, and Delete Pages permission for the Pages service (Figure 47-2)

Figure 47-2 Page Service Permissions

Description of "Figure 47-2 Page Service Permissions"

47.2 Creating a Wiki Document

This section describes the different ways in which you can create wiki documents. It includes the following subsections:

• Section 47.2.1, "Methods of Creating Wiki Documents"

• Section 47.2.2, "Creating a Wiki Document Using Documents Service Task Flows"

• Section 47.2.3, "Creating a Wiki Document Using the Wiki Page Style"

• Section 47.2.4, "Creating a Wiki Document Within a Wiki Page Style-Based Page"

47.2.1 Methods of Creating Wiki Documents

You can create wiki documents by using either of the two methods:

• Use the New Wiki Document option in any of the following Documents service task flows: Document Manager, Folder Viewer, or Document Explorer. Out-of-the-box, the Document Explorer is the task flow configured to display folders and files on the Documents page in your WebCenter Spaces application. (Figure 47-3).

  Figure 47-3 New Wiki Document Option

  
  Description of "Figure 47-3 New Wiki Document Option"
  
  

• Use the Wiki page style to create a dedicated wiki-related WebCenter page (Figure 47-4).

  This creates a Wiki page with a default wiki document. Users can create additional wiki documents by using the New Wiki Document button. All wiki documents created using New Wiki Document will appear as siblings to the default wiki document, all stored in the dedicated folder created for the Wiki page.

  Figure 47-4 Create Dialog

  
  Description of "Figure 47-4 Create Dialog"
  
  

Wiki documents created using any of the two methods offer the same in-place editing features. However, the two methods differ in the certain aspects. Table 47-1 describes these differences.

Table 47-1 Distinguishing Between Methods of Creating Wiki Documents

Feature	Wiki Page Style Method	New Wiki Document Method
Exposure	Exposes wiki documents within a dedicated page on the left or top navigation bar of a Space (depending on the page template used). The figure shows a Wiki page style-based page in a Space using a side-navigation page template. The wiki page style offers a simplified UI that provides a dedicated wiki experience.	Does not display wiki document as a separate page on the navigation bar. Out-of-the-box, a wiki document is available on the Documents page and any page that contains Documents service task flows.
Document storage	Automatically creates a new folder (with the same name as the new page name) under the root folder in the document hierarchy, and creates a default wiki document underneath, with the same name as the page name. This method restricts the navigation to start at this folder. The graphic shows the folder named MyWikiPage. It contains a default wiki document named MyWikiPage. The folder and the wiki document got automatically created when the Wiki page style method was used for creating a page named MyWikiPage.	Does not create a separate folder to store a wiki document, and the navigation is not constrained. The graphic shows Savs Wiki as the wiki document created in the document hierarchy.
Permissions inherited by a wiki document	In a Space, the newly created wiki page inherits Space permissions (where Moderators and Participants have the create, edit, and delete permissions, and Viewers have only the view permission). In the Home Space, a newly created wiki page inherits the same permissions as a public folder - the owner is granted the Administer, Read, Write, and Delete permissions, whereas public users are granted only the Read access.	Inherits permissions from the folder in which it is created.
Permissions required to create wiki documents	To be able to create a page based upon the Wiki page style and then be able to create wiki documents within the page, users require: Create Pages or Create, Edit, Delete Pages permission for the Page service. Create and Edit Documents permission for the Documents service.	Users require the Create and Edit Documents permission for the Documents service.

Note:

The root folder where a Space is stored on Oracle Content Server is /spaces/space_name; a Home Space is stored in /spaces/user_name.

Choosing a Wiki Creation Method

The method you choose for creating wiki documents really depends on your preferences. The Wiki page style creates a dedicated folder, a default wiki document within the folder, and restricts the navigation to start at that folder. Users can create additional wiki documents, which are stored in the same folder. So, if you want to expose a wiki document within a separate page on the navigation bar, and want users to feel that there is a dedicated area for wikis, use the Wiki page style method. If you do not require these features, and just want to create a wiki document (among other types of documents) in your Space's document hierarchy, you can use the New Wiki Document method.

47.3 Editing a Wiki Document

You use the RTE to add or revise the content of your wiki documents.

While working with documents in WebCenter Spaces, you must check out a file if you want to edit it, and check it in when you are ready to release the file. However, you do not need to worry about manually checking out or checking in a wiki document as this is automatically handled for wiki documents. When you open a wiki document for editing, the file is automatically checked out. If another user is already editing a wiki document and you try to open the same wiki document, the Documents service displays a message that the wiki document has already been checked out. On the Documents page or in a Documents service task flow, a lock icon appears next to a wiki document that has been checked out. When you hover the mouse over the lock icon, the name of the user who has checked out the wiki document is displayed.

Whenever a user saves changes, a new version of the wiki document gets created. So, effectively the last saved wiki document appears as the current version.

To edit a wiki document:

1. Open your wiki document in edit mode. Depending on your view, perform one of the following actions:

   • On the Documents page or in a Documents service task flow, click in the row of the file you want to edit. From the File menu, choose Edit, or right-click the file to display the file's context menu and choose Edit.

     You can also click your wiki document in the document hierarchy to open the document. Then, click Edit.

   • To open the default wiki document created within a dedicated Wiki page based on the Wiki page style, click the required Wiki page on the side or top navigation bar, depending on the page template in use in your Space. Then, click the Edit action.

     To open any other wiki document created within a dedicated Wiki page, click the required Wiki page or the dropdown arrow next to it on the navigation bar, select the required wiki document from the list (Figure 47-13). Then, click Edit.

     Figure 47-13 Opening a Wiki Documented Created within a Dedicated Wiki Page

     
     Description of "Figure 47-13 Opening a Wiki Documented Created within a Dedicated Wiki Page"
     
     

2. From the Mode list in the RTE, choose the desired editing mode (Figure 47-14). Table 47-2 describes all editing modes.

   Figure 47-14 Selecting the Editing Mode in the RTE

   
   Description of "Figure 47-14 Selecting the Editing Mode in the RTE"
   
   

3. Add or revise text, formatting, styling, and links using the icons and controls available in the selected mode in the RTE.

   Table 47-2 describes the icons available in the RTE.

   Table 47-2 Rich Text Editor Toolbar Icons and Controls

   Control	Description
   	Print or Preview. Click to print the file or preview it in your default browser.
   	Spell Check As You Type. Click to enable the SCAYT spelling checker, and set options, languages, and dictionaries for checking spelling in the document.
   	Undo or Redo. Click to back out or restore the previous change. Change history is cleared when you click Create or Save.
   	Cut, Copy, or Paste. Select text, then click the desired icon to cut or copy selected text, or paste text in the buffer at the current cursor location.
   	Paste as plain text. Click to open a text box where you can press Ctrl+V to paste any text currently in the buffer, then click OK to insert the text, unformatted, into the RTE at the current cursor location.
   	Paste from Word. Click to open a text box where you can press Ctrl+V to paste text from Microsoft Word, then click OK to insert the text, with formatting maintained, into the RTE at the current cursor location.
   	Select mode. Select an editing mode: WYSIWYG: Create and revise content in a WYSIWYG environment using the icons in the toolbar for font styling, adding links and lists, and special text effects. HTML Source: Enter your own HTML markup manually. This includes entering source code for HTML not handled by the WYSIWYG icons. In this mode, most icons and controls in the RTE toolbar are not available. The RTE ignores the following types of tags when entered in HTML Source mode because they are irrelevant or redundant within the RTE context: script tags, form elements, such as input, select, textarea, and form, frame/frameset, document tags, such as html, head, body, meta, and title, and unknown tags; for example, <foo></foo>. Wiki Markup: Enter your own content, formatted using wiki markup. For examples of wiki markup, click the Wiki Markup Help icon.
   	Wiki Markup Help. Active only in Wiki Markup mode, click to view examples of wiki markup.
   	Maximize/Minimize. Click to expand the RTE to fill the entire screen, or reduce the RTE to display inside the WebCenter Spaces application.
   	Find. Click to open the Find and Replace dialog, where you can search for a string, or replace a given string with specified text.
   	Image. Click to open the Image Properties dialog: To add an image in-place at the current cursor location: On the Image Info tab, enter the URL where the image is located, alt text, sizing, and choose alignment for the image. To add a link to an image at the current cursor location: On the Link tab, enter the URL where the image is saved, and choose from the Target list how the image displays when the link is clicked in the document. On the Advanced tab, specify additional image attributes. Click OK to add the image or image link to the document. Note: To insert an image saved in the content repository, use the Embed Image icon.
   	Table. Click to open the Table Properties dialog, where you can specify the number of rows and columns, sizing, spacing, alignment, caption, and summary for a table. Click OK to insert the table into the document.
   	Insert Horizontal Line Click to insert a horizontal line at the current cursor location.
   	Link. Select text to convert into a link, then click this icon to open the Link dialog: On the Link Info tab, choose a Link Type: URL. Enter a URL to be linked from the selected text. Link to anchor in the text. Choose an anchor name or ID from the dropdown lists to be linked from the selected text. Note: create target anchors in HTML Source mode; for example: <a name="setup" id="setup"></a> E-mail. Enter a mail address, subject, and body to be linked from the selected text. Clicking the link in the document opens the mail message in the default mail application. On the Advanced tab, specify additional link attributes. Click OK to add the link to the document. Unlink. Select the linked text, then click this icon to remove the link from the text.
   	Select Resource. Select text to link to an existing WebCenter resource, then click this icon to open the Select Resource dialog. Select a resource (for example, a document or an announcement) in the current Space to be linked from the selected text. Clicking the linked text in the document opens the selected resource in the Document Viewer preview pane. New Resource. Select text to link to a new WebCenter resource, then click this icon to open the New Resource dialog. Select a resource to be linked from the selected text, then create the resource (for example, a note or announcement), specify the external location of the resource (for example, a URL), specify the name of the resource (for example, a wiki document), or upload the resource from your local file system or a connected network drive (for example, a document). For information about creating links to resources in WebCenter Spaces, see Chapter 63, "Working with the Links Service." Note: If you create a new wiki document in this manner, WebCenter Spaces creates a placeholder for the new wiki document in the current folder. To add content to the new wiki document, you must navigate to it and open it in the RTE. Embed Image. Click to open the Embed Image dialog: Click Select Image to select an image in the current Space. Click Upload Image to upload an image from your local file system or a connected network drive. Note: To insert an image available at a URL location, use the Image icon.
   	Paragraph Format. Select a format, then enter text; or highlight text, then select a format.
   	Font Name. Select a font, then enter text; or highlight text, then select a font.
   	Font Size. Select a size, then enter text; or highlight text, then select a size.
   	Bold, Italic, Underline, and Strike Through. Select text, and click the desired font style icon; or click an icon, and enter text. Click the icon again to exit the font style.
   	Left Justify, Right Justify, Center Justify, and Block Justify. Select text, and click to apply the desired text alignment; or click an icon, and enter text.
   	Numbered List and Bulleted List. Start a new line, click the desired list type icon, and enter text. Or, select lines of text and click an icon. Click the icon again to remove the list formatting. Alternately, end list mode by pressing Enter twice after the last item.
   	Decrease Indent and Increase Indent. Select text, and click the desired indent icon to move text left or right.
   	Snippet. In a blog post, select a portion of text, then click this icon to display that portion as a summary of the blog post on the blog summary page (or digest page), with a Read More link to allow users to view the full blog. In a wiki document, this functionality is not available.
   	Text Color or Background Color. Select text, and click to the desired text or background color icon, then select a color. Or, click an icon and select a color, then enter text..
   	Remove Format. Select text, and click this icon to remove all font styling, such as font types, sizes, weights, and colors. Lists and indents are not affected.
   Ctrl-x	Use this key combination to cut highlighted selections to the clipboard.
   Ctrl-c	Use this key combination to copy highlighted selections to the clipboard.
   Ctrl-v	Use this key combination to paste the content on the clipboard at the current cursor location.

   
   

4. Click the Major Edit? checkbox to update the Activity Stream and send a notification of your updates to other Space members who have access to the wiki document and have subscribed. The notification is sent after you save your changes.

5. Click Save to save your changes and continue editing, or click Save and Close to save your changes and exit the editor.

47.4 Exposing an Existing Wiki Document

This section includes the following subsections:

• Section 47.4.1, "Exposing an Existing Wiki Document Using the Wiki Page Style"

• Section 47.4.2, "Exposing an Existing Wiki Document Using Content Presenter"

47.5 Comparing Versions of a Wiki Document

When editing a wiki document, whenever you save the document, WebCenter Spaces creates a new version of the document. WebCenter Spaces tracks every version of the document, including its authors and creation dates.

Using the History pane, you can view, delete, or compare different versions (Figure 47-17). For information about viewing and deleting a document version, see Section 41.21, "Viewing and Deleting File Version History."

Figure 47-17 Versions of a Wiki Document

Description of "Figure 47-17 Versions of a Wiki Document"

The History pane lists all the versions of a wiki document. You can compare an older version of a document with its latest version. Changes are highlighted in different colors, showing the new and the old content (Figure 47-18).

Figure 47-18 Comparing Versions of a Wiki Document

Description of "Figure 47-18 Comparing Versions of a Wiki Document"

To compare versions of a wiki document:

1. Open the History pane in any of the following ways:

   • On the Documents page or in a Documents service task flow, select the wiki document from the document hierarchy. Then, from the View menu, choose Version History.

     A preview of the file opens, showing the History pane on the right.

   • If your wiki document is already open, click the History icon (Figure 47-19) to view the version history of the document.

     Figure 47-19 History Icon

     
     

2. In the History pane, select the older version that you want to compare with the latest version.

3. Click Compare.

   The Compare Versions dialog shows a comparison of the selected version and the latest version of the wiki document, as shown in Figure 47-18.

47.6 Managing Wiki Documents

The Documents service provides various features to help you manage your wiki documents. Table 47-3 lists the tasks that you can perform to manage wiki documents. It also lists the documentation links you can visit to know more about each task.