Contents

Title and Copyright Information

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Preface

Intended Audience

Documentation Accessibility

Structure

Related Documents

Conventions

Browser Recommendations

What is OracleAS Portal?

What is OracleAS Portal?

Who is Your Audience?

Part I Interacting with Your Portal

1 Viewing and Customizing Pages

1.1 Viewing Pages

1.1.1 Logging in to OracleAS Portal

1.1.2 Displaying a Page

1.1.3 Viewing Information About a Page

1.1.3.1 Understanding Page and Item URLs

1.1.4 Choosing your Home Page

1.1.5 Changing Your Password

1.1.6 Choosing a Default Page Style

1.1.7 Viewing Translated Files

1.2 Finding Information in Your Portal

1.2.1 Searching Content

1.2.1.1 Performing a Basic Search

1.2.1.2 Performing an Advanced Search

1.2.2 Interpreting Search Results

1.2.3 Saving and Reusing Searches

1.3 Customizing Pages

1.3.1 Adding a Portlet to a Page

1.3.2 Rearranging Portlets in a Page Region

1.3.3 Moving Portlets to Different Regions/Tabs

1.3.4 Hiding a Portlet on a Page

1.3.5 Deleting a Portlet From a Page

1.3.6 Rearranging the Order of Tabs in a Region

1.3.7 Hiding a Tab on a Page

1.3.8 Applying a New Style to a Page

1.3.9 Customizing a Page Parameter

1.3.10 Removing Your Page Customizations

1.4 Subscribing to a Page or Item

1.4.1 Subscribing to a Page

1.4.2 Subscribing to an Item

1.4.3 Customizing the My Notifications Portlet to Show Your Subscriptions

2 Publishing Content

2.1 Working with Items

2.1.1 Displaying a Page in Edit Mode

2.1.2 Displaying a Page Portlet in Edit Mode

2.1.3 Adding Items to a Page

2.1.3.1 Adding a File or Document

2.1.3.2 Adding Text to a Page

2.1.3.3 Adding a URL Link to a Page

2.1.4 Hiding an Item

2.1.5 Rearranging the Order of Items

2.1.6 Moving Items

2.1.7 Copying Items

2.1.8 Deleting Items

2.1.9 Restoring a Deleted Item

2.1.10 Setting Item Attributes

2.1.10.1 Classifying the Content of an Item

2.1.10.2 Setting a Publish Date for an Item

2.1.10.3 Setting Expiration Details for an Item

2.1.10.4 Using Item Check Out/Check In

2.2 Using Version Control

2.3 Protecting Your Content

2.4 Working With Approvals

2.4.1 Submitting Content for Approval

2.4.1.1 Using the Pending Items Preview Mode

2.4.1.2 Customizing the My Approval Status Portlet

2.4.2 Approving or Rejecting Content

2.4.2.1 Customizing the My Notifications Portlet

2.4.2.2 Approving or Rejecting an Item

2.5 Publishing Files Using a WebDAV Client

2.5.1 Setting Up Your WebDAV Client

2.5.2 Using Your WebDAV Client to Access Your Portal

2.5.2.1 Listing Content

2.5.2.2 Viewing Content

2.5.2.3 Moving, Copying and Editing Content

2.5.2.3.1 Item Types and Attributes

2.5.2.3.2 Versioning Support

2.5.2.3.3 Approvals Support

2.5.2.3.4 Additional Tips

2.5.2.4 Deleting Content

2.5.2.5 Checking Content Out and In

2.5.2.5.1 Additional Tips

2.5.2.6 Creating OracleAS Portal Pages and Sub-pages

2.5.2.6.1 Additional Tips

2.5.2.7 Viewing Errors

2.5.2.8 Authentication

2.5.3 Example: Using Web Folders to Add Content to a Page

2.5.4 Example: Using Microsoft Office 2000 to Edit the Content of a Page

2.5.5 Example: Using Dreamweaver to Edit the Content of a Page

2.6 Publishing Translated Files

Part II Building a Portal

3 Planning Your Portal

3.1 Using Page Groups Effectively

3.1.1 Approaching Your Portal

3.2 Making Key Decisions

3.3 Configuring a Page Group for Content Management

3.4 Publishing Content

4 Working with Page Groups

4.1 Creating a Page Group

4.2 Deleting a Page Group

4.3 Delegating Page Group Responsibilities

4.3.1 Assigning Page Group Privileges

4.3.2 Controlling Who Can Apply a Different Style to a Page

4.3.3 Specifying a Page Group Contact

4.4 Setting Defaults for the Pages in a Page Group

4.4.1 Inheriting Parent Page Properties when Creating Pages

4.4.2 Choosing a Default Style for a Page Group

4.4.3 Choosing a Default Navigation Page for a Page Group

4.4.4 Choosing a Default Page Template for a Page Group

4.4.5 Enabling Parameters and Events

4.4.6 Enabling JavaServer Page Access

4.5 Sharing Objects Between Page Groups

4.6 Creating a Translatable Page Group

4.6.1 Creating a Translation

4.6.2 Changing the Status of a Translation

4.6.3 Deleting a Translation

5 Working with Content

5.1 What Can You Do with Content?

5.2 Working with Attributes, Page Types, and Item Types

5.2.1 Working with Attributes

5.2.1.1 Creating an Attribute

5.2.1.2 Editing an Attribute

5.2.1.3 Deleting an Attribute

5.2.2 Working with Page Types

5.2.2.1 Creating a Page Type

5.2.2.2 Editing a Page Type

5.2.2.3 Making a Page Type Available to a Page Group

5.2.2.4 Deleting a Page Type

5.2.3 Working With Item Types

5.2.3.1 Creating an Item Type

5.2.3.2 Editing an Item Type

5.2.3.3 Making an Item Type Available to a Page Group

5.2.3.4 Deleting an Item Type

5.3 Working with Categories

5.3.1 Creating a Category

5.3.2 Editing a Category

5.3.3 Making a Category Available to a Page Group

5.3.4 Deleting a Category

5.4 Working with Perspectives

5.4.1 Creating a Perspective

5.4.2 Editing a Perspective

5.4.3 Making a Perspective Available to a Page Group

5.4.4 Deleting a Perspective

5.5 Setting Up Approvals

5.5.1 Enabling Approvals and Notifications

5.5.2 Setting Up the Approval Process for a Page Group

5.5.3 Monitoring Pending Approvals

5.5.4 Setting Up Expiry Notifications for a Page Group

5.6 Configuring Page Group Item Management Settings

5.6.1 Changing the Page Group Quota

5.6.2 Setting the Item Versioning Level for a Page Group

5.6.3 Managing Unpublished Items

5.6.4 Displaying the New and Updated Icons

5.6.5 Disabling the Rich Text Editor for Internet Explorer

6 Creating a Look and Feel

6.1 Working with Page Templates

6.1.1 Understanding Template Basics

6.1.2 Locating a Page Template Through the Portal Navigator

6.1.3 Creating a Page Template

6.1.4 Creating a Page Template From an Existing Page

6.1.5 Deleting a Page Template

6.2 Working with Styles

6.2.1 Understanding Style Basics

6.2.2 Creating a Style

6.2.3 Style Element Properties

6.2.3.1 Items

6.2.3.2 Tabs

6.2.3.3 Portlets

6.2.3.4 Common

6.2.4 Defining Styles for Items

6.2.5 Defining Styles for Portlets

6.2.5.1 Changing the Portlet Body Color

6.2.5.2 Changing Portlet Header Colors, Fonts, and Edges

6.2.5.3 Changing Portlet Heading and Text Colors and Fonts

6.2.6 Defining Styles for Pages

6.2.6.1 Changing the Page or Region Background

6.2.6.2 Changing the Height and Alignment of Banners

6.2.6.3 Changing Banner Colors and Fonts

6.2.6.4 Changing Tab Colors and Fonts

6.2.7 Making a Style Available to Other Users

6.2.8 Deleting a Style

6.3 Working with Navigation Pages

6.3.1 Locating a Navigation Page

6.3.2 Creating a Navigation Page

6.3.3 Copying a Navigation Page

6.3.4 Creating Navigation With Built-In Navigation Item Types

6.3.4.1 Adding a Basic Search Box Item

6.3.4.2 Adding a List of Objects Item

6.3.4.3 Adding a Login/Logout Link Item

6.3.4.4 Adding an Object Map Link Item

6.3.4.5 Adding a Page Path Item

6.3.4.6 Adding a Portal Smart Link Item

6.3.4.7 Adding a Portal Smart Text Item

6.3.4.8 Displaying Links to Sub-Pages

6.3.5 Deleting a Navigation Page

7 Creating and Designing Pages

7.1 Creating Pages

7.1.1 Creating a Standard Page

7.1.2 Creating a Sub-Page

7.1.3 Creating a URL Page

7.1.4 Creating a PL/SQL Page

7.1.5 Creating a JavaServer Page (JSP)

7.1.5.1 Creating a JSP Through the Page Creation Wizard

7.1.5.2 Creating a JSP By Copying Another Page

7.1.6 Creating Pages for Mobile Devices

7.1.6.1 Mobile Support in OracleAS Portal

7.1.6.2 Creating a Mobile Page

7.1.6.3 Adding Content to a Mobile Page

7.1.6.4 OracleAS Portal and MobileXML

7.2 Navigating to Pages

7.2.1 Locating a Page Through the Portal Builder Page

7.2.2 Locating a Page Through the Navigator

7.3 Performing Actions On Pages

7.3.1 Copying a Page

7.3.2 Moving a Page

7.3.3 Deleting a Page

7.3.4 Publishing a Page as a Portlet

7.3.5 Performing Actions on Multiple Pages Simultaneously

7.4 Defining a Page’s Appearance

7.4.1 Applying a Style to a Page

7.4.2 Applying a Template to an Existing Page

7.4.3 Detaching a Page from Its Template

7.4.4 Applying a User Interface Template to a Page

7.5 Designing the Layout of a Page

7.5.1 Using Regions to Create a Page Layout

7.5.1.1 Adding a Region to a Page

7.5.1.2 Deleting a Region from a Page

7.5.2 Configuring Region Display Options

7.5.2.1 Changing the Region Name

7.5.2.2 Changing the Region Type

7.5.2.3 Freezing the Content of a Region

7.5.2.4 Changing the Height and Width of a Region

7.5.2.5 Displaying or Hiding Banners

7.5.2.6 Changing the Number of Columns and Rows in a Region

7.5.2.7 Changing the Alignment of Items

7.5.2.8 Setting Sub-Page Links Properties

7.5.2.9 Setting a Uniform Height or Width for Item Images

7.5.2.10 Changing the Attributes Displayed in a Region

7.5.2.11 Specifying the Display Order of Items in a Region

7.5.2.12 Grouping Items in a Region

7.5.2.13 Displaying or Hiding Portlet Headers and Borders

7.5.2.14 Showing or Hiding Portlet Header Links

7.5.2.15 Changing Portlet and Item Spacing

7.5.2.16 Applying a Style to a Region

7.5.3 Using Tabs

7.5.3.1 Adding a Tab to a Page

7.5.3.2 Changing Tab Text

7.5.3.3 Controlling Access to a Tab

7.5.3.4 Rearranging the Order of Tabs in a Region

7.5.3.5 Hiding a Tab on a Page

7.5.3.6 Changing the Alignment of Tabs

7.5.3.7 Applying Images to a Tab

7.5.3.8 Adding a Rollover Effect to Tabs

7.5.3.9 Deleting a Tab from a Page

7.6 Adding Content

7.6.1 Adding Items

7.6.1.1 Adding Items

7.6.1.2 Adding Dynamic Data (PL/SQL Item)

7.6.1.3 Uploading Multiple Files Using Zip Files

7.6.1.3.1 Preparing Zip Files for Upload

7.6.1.3.2 Adding a Zip File to a Page

7.6.1.3.3 Extracting a Zip File Within OracleAS Portal

7.6.2 Adding Portlets

7.6.2.1 Adding a Portlet to a Page

7.6.2.2 Hiding a Portlet in View Mode

7.6.2.3 Rearranging the Order of Portlets in a Region

7.6.2.4 Moving a Portlet to Another Region

7.6.2.5 Sharing a Portlet Across Multiple Pages

7.6.2.6 Deleting a Portlet from a Page

7.6.3 Listing the Pages You Can Manage

7.6.4 Adding Content to a Page Through Automatically Executed Searches

7.6.5 Adding a Navigation Page to a Page

7.7 Adding Search Functionality

7.7.1 Placing a Search Portlet on a Page

7.7.2 Editing Basic or Advanced Search Portlet Defaults

7.7.3 Working with the Custom Search Portlet

7.7.3.1 Placing a Custom Search Portlet on a Page

7.7.3.2 Setting Custom Search Options

7.7.3.3 The Custom Search Form

7.7.3.3.1 Understanding the Default Custom Search Form

7.7.3.3.2 Creating a Custom Search Form

7.7.3.4 The Custom Search Results Page

7.7.3.4.1 Understanding the Default Search Results Page

7.7.3.4.2 Creating a Custom Search Results Page

7.7.3.5 Creating a Portlet that Executes a Predefined Query

7.7.3.6 Restricting Portal Content from a Custom Search

7.7.3.7 Setting Search Criteria for a Custom Search

7.7.3.8 Defining Separate Portlets for Search Forms and Search Results

7.8 Defining Information About Pages

7.8.1 Defining the Display of Sub-Page Links

7.8.2 Selecting Default Portlet and Item Regions

7.8.3 Adding Keywords to a Page

7.8.4 Specifying a Representative Image for a Page

7.8.5 Assigning a Category to a Page

7.8.6 Specifying a Page Contact

7.8.7 Choosing Default Item Types for Files Uploaded Via WebDAV

7.8.8 Setting the Item Versioning Level for a Page

7.8.9 Enabling Item Level Security

7.8.9.1 What Is Item Level Security?

7.8.9.2 Enabling Item Level Security for a Page

7.8.9.3 Enabling Item Level Security for a Tab

7.9 Setting Up an Approval Chain

7.9.1 Setting Up an Approval Process for a Page

7.9.2 Enabling Users to Subscribe to a Page or Item

7.10 Improving Page Performance

7.10.1 Changing How a Page Is Cached

7.10.2 Caching at the System Level

7.10.2.1 When Should You Use System Level Caching?

7.10.2.2 Setting Up System-Level Caching for a Page

7.10.2.3 Setting Up System Level Caching for a Portlet

7.10.3 Page Caching Options

7.11 Using Parameters and Events

7.11.1 What Is a Parameter?

7.11.1.1 What Is a Page Parameter?

7.11.1.1.1 Page Parameters in URL Pages

7.11.1.1.2 Page Parameters in PL/SQL Pages

7.11.1.2 What Is a Portlet Parameter?

7.11.2 What Is an Event?

7.11.3 Adding a Parameter to a Page

7.11.4 Passing Values to Portlet Parameters

7.11.5 Setting Up Events on a Page

7.12 Protecting Your Content

7.12.1 Controlling Information Exposure

7.12.2 Making a Page Available to Everyone

7.12.3 Controlling Access to a Page

7.12.4 Page Privileges

Part III Appendixes

A Page Group Object Privileges

A.1 Required Privileges for Page Group Related Tasks

A.2 Page Group Privileges

A.3 Page Privileges

A.4 Item Privileges

B OracleAS Portal Seeded Objects

B.1 Built-in Page Groups

B.2 Base Attributes

B.2.1 Base Content Attributes

B.2.2 Base Display Attributes

B.3 Base Page Types

B.4 Base Item Types

B.5 Built-in Portlets

B.5.1 Working with the Favorites Portlet

B.5.1.1 Customizing the Favorites Portlet

B.5.1.2 Adding Default Favorites and Favorite Groups to the Favorites Portlet

B.5.2 Working with the Recent Objects Portlet

B.5.2.1 Customizing the Recent Objects Portlet

B.5.3 Working with the External Applications Portlet

B.5.3.1 Customizing the External Applications Portlet

B.5.4 Working with the Login Portlet

B.5.4.1 Setting Up the Login Portlet

B.5.5 Working with the Set Language Portlet

B.5.5.1 Setting Up the Set Language Portlet

B.5.6 Working with the OracleAS Portal Community Portlets

B.5.7 Working with the Survey Portlets

B.5.7.1 Creating a Survey

B.5.7.2 Creating a Poll

B.5.7.3 Creating a Test

B.5.7.4 Adding a Survey, Poll, or Test to a Page

Glossary

Index