oracle webcenter portal 11g · 2014-12-22 · page 2 of 13 overview webcenter portal offers several...

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Oracle WebCenter Portal 11g Developer Workshop

Lab 07 – Adding Social Features to the Portal

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Overview

WebCenter Portal offers several services for social interaction. In this lab, you will use some of these features. Portal users can search for other users and invite them to be part of their ‘network’; they can separate their contacts into groups, which allow them a better control of the content they are sharing in the portal. WebCenter Portal also offers a publishing Task Flow, where users can leave messages, upload documents or post links. Once the post is published, other users can like, comment or share in their profiles. The differentiator of WebCenter Portal is that this activity stream can also be accessed and updated by business applications. So it is a ‘social network’-like collaboration, but it is also about business activities. Since the JSK environment does not include the Discussions and Announcements and the Analytics services, we will not be able to explore all the features. But at the end of the lab you will get a preview of what these features look like. At the end of this exercise, you will be able to: 1. Add social features to the Portal

2. Manage Polls, Tag Cloud, Lists and Events

3. Manage User Profile and Contact List

4. Collaborate with other users through the Social Network features

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Instructions

1. Login to the Portal as weblogic. Edit the Insurance page in the OraHealth portal.

2. This page has a Document Explorer flow. We want to disable certain features from end-users, such as the ability to delete a document, or create a new folder.

3. Click on the Edit button ( ) for the Task Flow and add the following value to the Features Off parameter:

o ${'delete, newfolder, rename, profile-upload, search, advancedSearch, autovue, related-items, sidebars, ils.'}

4. Go to the Display Options tab and change the Chrome Style to coreDefault.

5. Click OK to save the configuration.

6. You can test this configuration by trying some of the actions disabled (create new folder, delete files, etc).

7. Save the page and click on the Our Staff link on the left-side panel (the page tree).

8. In this page, we will add important components for the employees.

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9. In the Resource Catalog, click on Social and Communication and add the Members Task Flow to the page. Edit the Task Flow and set the following properties:

o Number of Columns: 4

o Text: Members of Medical Staff

o Chrome Style: coreDefault

10. Click OK.

11. Click on the Add Box Below button to add a new box. Click the Add Box Below again to create a third row. In the middle box, click on the Add Box Left, to make 2 columns.

12. In the Resource Catalog, go to Web Development and add a Links component to the box on the right (middle row). Save the page and add a few links. Format the chrome and Text properties

13. Go back to the page and configure the Links Task Flow to Hide the Toolbar.

14. In the left box, use Content Presenter to add an image. You can find images in the OraHealth/images folder. Add an Events – Mini View component (Social and Communication) below the image. Edit the Task Flow and set the Number of Events Per Page as 8 and the Header Text as Upcoming Events.

15. In the box to the right, add an Activity Stream – Quick View component (Alerts and Updates) below the Links. Set the Header Text to Latest Activities and the Number of Activities Per Page as 6. Also, check Hide Spaces Options and Hide Configuration Button.

16. Add a Message Board (Social and Communication) to the bottom box.

17. We need to create some events to have something appearing in the Upcoming Events list. Save the page and go to the Medical Services page. Add an Event Calendar to the page and create 2 events for today and 3 or 4 to the next few days.

18. Go back to the Our Staff page and play around with the layout until you find a configuration that you like.

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19. In the Medical Services page, add the Poll Manager Task Flow and create a few polls. Then remove the Poll Manager Task Flow from the page and add a Take Polls Task Flow with one of the polls you created.

20. Add other components to the page. Try to fill all the space.

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21. Some of the components you can add:

o Links (upper left corner): allows you to create a list of links, internal and external

o Recent Documents (upper left): list of documents created by date.

o Content Presenter (lower right): used to render a lists of documents (Content Under a Folder)

o Polls (lower left): Get opinions and feedback from users

o Saved Searches (lower right): View and execute saved searches.

22. Test the configurations of each Task Flow, regarding visualization options and style. Some of the properties to look are:

o Header Text

o Chrome Style

o CSS settings (width, padding, etc) PS: do not set height.

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23. To ensure your portal will be ready for the demo, it’s important that you login with other users and invite people to your network. You should also post in your Activity Stream and comment/like/share with other users.

24. Login as cdickens and go to your profile page. Click on the Connections tab and on the Invite People button. Search for mark and invite user mtwain to be a part of your network.

25. Do it likewise with the other users (achrist, cdoyle, fkafka, jausten, mtwain), inviting users to be a connection and accepting the invites.

26. Accept the invitations by other users.

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27. In the Organization tab, you can see the hierarchical organization. This structure comes from the LDAP server. The image below shows an organization with managers and employees. You will not see this in your environment because this was not configured in the LDAP server when you created the users. But this is something that can be done to show how the employee hierarchy can be reflected in the Portal.

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28. Add Social components to the Networking page. Use components that emulate a social network, such as the Profile View, Connections, RSS (PS: the oracle.com website has a lot of feeds you can use!), the Activity Stream, etc.

29. As you make changes to the page, the Activity Stream will be full of notifications of changes to the Portal pages.

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30. To change this behavior, edit the Task Flow properties and set the Advanced Query as ACTOR_NAME != \'weblogic\'. This will prevent any updates from weblogic to appear in the list. Also, uncheck the Hide Inline Preview option and check the Pagination option. Set a number of activities to be displayed in the page.

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31. Save the page and upload a document through the Profile Task Flow in the Networking page. It will appear in the Activity Stream Task Flow.

32. Upload a PPT presentation or PDF file to see the preview.

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33. PS: All recommendation (Recommended Connections, Recommended Documents, etc) and Analytics Task Flows will not work, because the Analytics components were not installed with the JSK. But WebCenter Portal has features to recommend people, documents and other types of content:

34. The Analytics Task Flows show information about usage of portal resources:

35. Save and View the page. Make changes to it and add new components.

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Oracle WebCenter Portal 11g Developer Workshop – LAB 07 Adding Social Features to the Portal

September, 2014

Author: Denis Abrantes

Oracle Corporation

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