36 Setting Up Your Personal Subscriptions and Notifications

36.2.1 Accessing Messaging Configuration Settings

The Messaging panel in WebCenter Spaces Preferences provides a Manage Configuration button for navigating to User Messaging Preferences.

User Messaging Preferences derive from the User Messaging Service.

To access messaging configuration settings:

1. Open the Preferences dialog, and click Messaging to bring the Messaging panel forward.

2. Click the Manage Configuration button to open User Messaging Preferences login page.

   Note:

   The Manage Configuration button is active only when a BPEL server is configured with WebCenter Spaces. Because the BPEL server provides notification features to services, the Manage Configuration button may be active even when your application administrator elects to use a mail server in lieu of a BPEL server for Notifications.

3. Log in to the User Messaging Server (this is not required if single sign-on is implemented).

   This opens the User Messaging Preferences panel (Figure 36-3).

   Figure 36-3 Messaging Panel in Preferences Dialog

   
   

The Messaging Channels tab provides controls for creating and managing messaging channels and a view of all configured messaging channels, such as WORKLIST, EMAIL, and SMS. The EMAIL channel is always available. By default, it uses your email address from the LDAP identity store. If the WORKLIST driver is deployed by your application administrator, it is also automatically added for each user.

The Messaging Filters tab provides a means of defining the conditions under which you are notified and associating a messaging channel with a defined set of conditions.

For information about messaging configuration, see the following subsections:

• Section 36.2.2, "Establishing a Messaging Channel"

• Section 36.2.3, "Editing a Messaging Channel"

• Section 36.2.4, "Deleting a Messaging Channel"

• Section 36.2.5, "Creating and Applying Messaging Filters"

• Section 36.2.6, "Editing Messaging Filters"

• Section 36.2.7, "Deleting Messaging Filters"

36.2.2 Establishing a Messaging Channel

Establishing a messaging channel involves selecting the channel over which a notification is sent and providing the delivery address for that channel.

To establish a messaging channel:

1. Go to the User Messaging Preferences page as described in Section 36.2.1, "Accessing Messaging Configuration Settings."

2. If necessary, click the Messaging Channels tab to bring it forward.

3. Click the Create icon to open the Add Channel dialog (Figure 36-4).

   Figure 36-4 Create Icon and Add Channel Dialog

   
   

4. In the Name field, enter a display name for the channel.

   For example, enter MyPhone.

5. From the Type list, select the channel over which to send notifications:

   Tip:

   The presence of a channel is determined by the application administrator, who deploys them and makes them available.

   • EMAIL to specify that notifications are sent to you through your mail

   • SMS to specify that notifications are sent as text messages to your phone

   • WORKLIST to specify that notifications are posted to your Worklist

6. In the Address field, enter an address for the selected type:

   • For EMAIL, enter the address of the mail account to which to send notifications, for example, my.name@mycompany.com.

   • For SMS, enter the phone number to which to send notifications in the format <country_code><area_code><number>, for example, 14154444444.

   • For WORKLIST, your user name is provided as a read-only value.

7. For the Default checkbox:

   • Select to identify one or more channels as the default channel over which to send notifications.

     Default channels are the channels over which are sent all notifications that do not meet any of your defined filtering conditions.

   • Clear to prevent selected channels from being used as defaults.

8. Click OK to save your changes and exit the dialog.

To complete your configuration, see Section 36.2.5, "Creating and Applying Messaging Filters."

36.2.3 Editing a Messaging Channel

To revise messaging channel values:

1. Go to the User Messaging Preferences page as described in Section 36.2.1, "Accessing Messaging Configuration Settings."

2. If necessary, click the Messaging Channels tab to bring it forward.

3. Select the messaging channel you want to revise, and click the Edit icon to open the Modify Channel dialog.

4. Change values as desired.

5. Click OK to save your changes and exit the dialog.

36.2.4 Deleting a Messaging Channel

When you delete a messaging channel, any filters that rely on the deleted channel revert to the channel identified as the default. In the absence of a specifically identified default channel, the mail channel is used for sending notifications.

To delete a messaging channel:

1. Go to the User Messaging Preferences page as described in Section 36.2.1, "Accessing Messaging Configuration Settings."

2. If necessary, click the Messaging Channels tab to bring it forward.

3. Select the messaging channel you want to delete, and click the Delete icon.

4. Click OK in the resulting Confirmation dialog.

36.2.5 Creating and Applying Messaging Filters

Messaging filters enable you to qualify the types of notifications you want to receive and weed out the notifications of no interest. Filters also provide a means of associating a selected messaging channel with a particular type of notification. For example, using messaging filters, you can specify that all notifications about document updates go to mail while all notifications about event changes go to your phone, provided your administrator has configured Notifications to use multiple messaging channels.

Two important things to know about setting up messaging filters:

• Text values in your filtering conditions are case-sensitive. For example, messaging filters differentiate between Document and document.

• Create separate conditions for multiple terms. For example, for a Subject that contains Monty gave feedback, create three filtering conditions, one for each term.

To create and apply messaging filters:

1. Go to the User Messaging Preferences page as described in Section 36.2.1, "Accessing Messaging Configuration Settings."

2. If necessary, click the Messaging Filters tab to bring it forward.

3. Click the Create icon to open a filter-creation page.

4. In the Filter Name field, enter a display name for the filter.

5. Optionally, enter a filter description in the Description field.

6. From the Matching list, select from:

   • All of the following conditions to require that all of the conditions you specify are met

   • Any of the following conditions to require that at least one of the conditions you specify is met

7. From the first Add Filter Condition list, select from:

   • Subject to base a condition on words appearing in the message subject

     It is likely that the most useful filter condition option is Subject. The subjects of notification messages are standardized and can therefore be anticipated. This makes subjects ideal for setting up filtering conditions. See Table 36-4 for a list of standard notification message subjects and examples of filter conditions.

   • From to base a condition on the message sender

     All notification messages are sent from the same entity—as configured by your application administrator.

   • Date to base a condition on when the message was generated

     Date and Time options may be useful for ad hoc situations, for example, you want to ensure that any notifications about events delivered on the day of the event are sent right to your phone.

   • Time to base a condition on the time the message was generated

   Note:

   Of all the filter conditions available on the Add Filter Condition list, Subject, From, Date, and Time are the options that are relevant to and work with the types of messages generated by Notifications. The other options have no effect.

8. From the second Add Filter Condition list, select an operator for the condition.

   See Also:

   See Table 36-3 for an alphabetical list of operators that are relevant to the attributes Subject, From, Date, and Time.

9. Click the Click to add filter condition icon.

10. From the Messaging Option list, select from:

    • Send No Messages to omit notification for the defined filter conditions

    • Send Messages to all Selected Channels to send notification through all channels selected from the Add Notification Channel list

    • Send to the First Available Channel to send notification through the first open channel of all the selected channels

11. From the Add Notification Channel list, select the channel over which to send the notification messages that meet your defined filter conditions, and then click the Click to add channel to this filter icon.

    The Add Notification Channel list is populated with the channels that are defined on the Messaging Channels tab. You can add multiple channels in turn.

12. Click OK to save and apply the messaging filter.

    Tip:

    if your defined filtering conditions do not match an incoming notification, the User Messaging Server will send notifications over all the channels you have identified as default channels.

Table 36-3 provides an alphabetical list of operators that are relevant to the attributes Subject, From, Date, and Time and describes the values they require.

^Footnote 1 String values are case sensitive. Multiple values in strings must be separated by a comma.

Table 36-4 provides a list of standard notification message subjects and examples of condition formulations.

36.2.6 Editing Messaging Filters

To edit a messaging filter:

1. Go to the User Messaging Preferences page as described in Section 36.2.1, "Accessing Messaging Configuration Settings."

2. If necessary, click the Messaging Filters tab to bring it forward.

3. Select the filter condition to edit, and click the Edit icon.

4. Make your changes.

5. Click OK to save and apply your changes.

36.2.7 Deleting Messaging Filters

To delete a messaging filter:

1. Go to the User Messaging Preferences page as described in Section 36.2.1, "Accessing Messaging Configuration Settings."

2. If necessary, click the Messaging Filters tab to bring it forward.

3. Select the filter condition to delete, and click the Delete icon.

4. Click OK in the resulting Confirmation dialog.

   Note:

   You can remove a filtering condition without deleting the entire filter. Follow the steps in Section 36.2.6, "Editing Messaging Filters," and click the Delete icon next to the condition to remove.

36.3.1 Setting Application-Level Subscriptions

Set application-level subscriptions on the Subscriptions panel in the Preferences dialog (Figure 36-5).

Figure 36-5 General Subscriptions Preferences

You can use subscription preferences to specify whether to receive notifications from the People Connections service for activities related to Connections, Feedback, and Message Board. Additionally, you can use subscriptions preferences to subscribe to Space management activities, such as a changes to any of your Space memberships or roles.

Application-level subscriptions are affected by the defaults set by the application administrator. In your view of Preferences, some subscription options may appear but be unavailable, while others may be hidden completely. For more information, see Section 36.1, "What You Should Know About Subscriptions and Notifications."

To set application-level subscriptions:

1. Open the Preferences dialog, click Subscriptions to open the Subscriptions panel, and, if necessary, click the General Subscriptions tab to bring it forward.

2. Select the checkbox next to an option for which to receive notifications through mail or other selected channels.

   See Also:

   For more information about messaging channels, see Section 36.2, "Establishing and Managing Your Messaging Channels and Filters."

   Select from:

   • Message Board to receive notification when other users post messages to your Message Board, like your posts, and comment on your posts

   • Space Management to receive notification when you are added or removed as a member or your role changes

   • Connections to receive notification when another user invites you to connect

   • Feedback to receive notification when other users leave feedback for you

   Clear the checkbox next to the options for which to omit notifications.

3. Click Apply to apply your changes and remain in the dialog; or click OK to save your changes and exit the dialog.

36.3.2 Setting Space-Level Subscriptions

Subscribe to a Space on the Space's Actions menu on the Spaces page (Figure 36-6).

Figure 36-6 Subscribe Option on Spaces Actions Menu

You can use Space-level subscriptions to trigger notification messages whenever any of the following actions occur within the scope of the subscribed Space:

• An announcement is created

• An event is created, updated, or deleted

• A discussion forum or topic is created

• A document is created or uploaded

• A wiki document is created

• A blog entry is posted

To subscribe to a Space:

1. Navigate to the Spaces page (Figure 36-7).

   Figure 36-7 Browse Spaces Option on the Spaces Menu

   
   

2. Right-click the Space's icon or name, and select Contact and then Subscribe (Figure 36-8).

   Figure 36-8 Subscribe Option on Spaces Actions Menu

   
   

3. In the Subscribe dialog, select one or more of the following options:

   Note:

   An option appears in this dialog only when its associated service has been provided to the Space. For example, if the Space is not provided with the Discussions service, the Discussions option does not appear in this dialog.

   • Space Event, to receive notice whenever an event is created, updated, or deleted from this Space

   • Documents, to receive notice whenever a document is created or uploaded to this Space

     See Also:

     To see a more detailed level of notifications regarding a specific document, such as when it is updated, subscribe to the document at the object level. For more information, see Section 36.3.3.1, "Subscribing to a File."

   • Blogs, to receive notice whenever a blog entry is posted in this Space

     See Also:

     To see a more detailed level of notifications regarding a specific blog entry, such as when it is edited, liked, or commented on, subscribe to the blog entry at the object level. For more information, see Section 36.3.3.3, "Subscribing to a Blog Entry."

   • Discussions, to receive notice whenever a discussion topic is created in this Space

     See Also:

     To see a more detailed level of notifications regarding a specific discussion topic, such as when it is edited, liked, or commented on, subscribe to the topic at the object level. For more information, see Section 36.3.3.4, "Subscribing to a Discussion Topic."

   • Announcements, to receive notice whenever an announcement is created in this Space

4. Click Save to save your settings and exit the dialog.

Once you have subscribed to a Space, the subscription is reflected on the Space Subscriptions tab on the Subscriptions panel in the Preferences dialog. Here you can view all of your Space- and object-level subscriptions. For more information, see Section 36.4.2, "Viewing and Cancelling Space- and Object-Level Subscriptions."

36.3.3 Setting Object-Level Subscriptions

You can use object-level subscriptions to trigger notification messages for actions performed on a selected document, wiki, blog entry, or discussion topic. This section describes how to subscribe to each. It includes the following subsections:

• Section 36.3.3.1, "Subscribing to a File"

• Section 36.3.3.2, "Subscribing to a Wiki Document"

• Section 36.3.3.3, "Subscribing to a Blog Entry"

• Section 36.3.3.4, "Subscribing to a Discussion Topic"

36.4.1 Viewing and Cancelling Application-Level Subscriptions

View and cancel application-level subscriptions through Preferences or through the Subscription Preferences task flow (for more information, see Section 36.5, "Working with Notifications Task Flows").

To view or cancel application-level subscriptions:

1. Open the Preferences dialog, click Subscriptions to open the Subscriptions panel, and, if necessary, click the General Subscriptions tab to bring it forward.

   Here you can readily view and change your current application-level subscriptions.

2. To cancel a subscription, clear its checkbox.

36.4.2 Viewing and Cancelling Space- and Object-Level Subscriptions

Both Space- and object-level subscriptions are listed in the Preferences dialog on the Subscriptions panel. Use the controls on the Current Subscriptions tab to adjust your view of these subscriptions and to cancel (or unsubscribe from) a Space- or object-level subscription.

To view and cancel Space- and object-level subscriptions:

1. Open the Preferences dialog, click Subscriptions to open the Subscriptions panel, and, if necessary, click the Current Subscriptions tab to bring it forward.

2. Use the View menu to control the display order of columns and to hide or show individual columns.

3. To cancel or unsubscribe from a Space- or object-level subscription, select the subscription, and click Unsubscribe.

4. In the resulting Unsubscribe Notification Subscription dialog, click Unsubscribe.

   The selected subscription no longer appears on the list of subscriptions.

5. Click OK to exit the Preferences dialog.

36.5.1 What You Should Know About Notifications Task Flows

Two Notifications task flows are available through the Resource Catalog:

• Subscription Preferences, which provides subscription options according to where its is placed:

  • A Subscription Preferences task flow on a Home Space page provides application-level subscription options (Figure 36-13).

    Figure 36-13 Subscription Preferences Task Flow on a Home Space Page

    
    

  • A Subscription Preferences task flow on a Space page provides Space-level subscription options (Figure 36-14).

    Figure 36-14 Subscription Preferences Task Flow on a Space Page

    
    

  See Also:

  For information about controls for:

  • Application-level subscriptions, see Section 36.3.1, "Setting Application-Level Subscriptions," and Section 36.4.1, "Viewing and Cancelling Application-Level Subscriptions."

  • Space-level subscriptions, see Section 36.3.2, "Setting Space-Level Subscriptions," and Section 36.4.2, "Viewing and Cancelling Space- and Object-Level Subscriptions."

• Subscription Viewer, which provides the same controls that are available on the Space Subscriptions tab of the Subscriptions panel in the Preferences dialog (Figure 36-15)

  Figure 36-15 Subscription Viewer Task Flow

  
  

  See Also:

  For information about the controls that are available on the Space Subscriptions tab, see Section 36.4.2, "Viewing and Cancelling Space- and Object-Level Subscriptions."

36.5.2 Adding Notifications Task Flows to a Page

The process of adding a Notifications task flow to a page is the same for all task flows (for more information, see Section 17.5, "Adding Resource Catalog Components to Pages").

36.5.3 Setting Notifications Task Flow Properties

Notifications task flows have associated properties, which users with sufficient privileges can access through the Component Properties dialog in Oracle Composer (Figure 36-16)

Figure 36-16 Subscription Preferences Task Flow Component Properties

The following sections provide information about properties associated with Notifications task flows and describe the properties available on the Parameters tab:

• Section 36.5.3.1, "What You Should Know About Notifications Task Flow Properties"

• Section 36.5.3.2, "Notifications Task Flow Parameters"

• Section 36.5.3.3, "Hiding Save and Refresh Actions on Subscription Preferences"

• Section 36.5.3.4, "Displaying Subscription Controls for One Space in Another"

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