peoplesoft enterprise portal 9.1 peoplebook: using portal … · 2009-09-23 · • peoplesoft...

PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features

September 2009

PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal FeaturesSKU ps91pbr0

Copyright © 1988, 2009, Oracle and/or its affiliates. All rights reserved.

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Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved. iii

Contents

Preface

PeopleSoft Enterprise Portal Preface ........................................................................................................ xix

About PeopleSoft Enterprise Portal .............................................................................................................. xixPeopleSoft Portal Solutions Product Family .......................................................................................... xixPeopleSoft Enterprise Portal Feature Overview .................................................................................... xxiPeopleSoft Enterprise Portal and PeopleTools Portal Technology ....................................................... xxv

Using this PeopleBook ................................................................................................................................. xxvAbout this Book .................................................................................................................................... xxvCommon Elements Used in PeopleSoft Enterprise Portal ................................................................... xxvi

Related PeopleBooks ................................................................................................................................. xxviiPeopleSoft Enterprise Portal PeopleBooks ......................................................................................... xxviiPeopleTools PeopleBooks ................................................................................................................. xxviii

PeopleBooks and the Online PeopleSoft Library ..................................................................................... xxviii

Part 1

Introduction

Chapter 1

Getting Started With PeopleSoft Enterprise Portal ................................................................................... 3

PeopleSoft Enterprise Portal Overview ........................................................................................................... 3PeopleSoft Enterprise Portal Integrations ........................................................................................................ 8PeopleSoft Enterprise Portal Implementation Tasks ....................................................................................... 8

Chapter 2

PeopleSoft Community Portal ...................................................................................................................... 9

PeopleSoft Community Portal Overview ......................................................................................................... 9PeopleSoft Community Portal Versus PeopleSoft Enterprise Portal ........................................................ 9

PeopleSoft Community Portal Sites ............................................................................................................... 10PeopleSoft Community Portal Content .......................................................................................................... 10

PeopleSoft Content Provider Content ..................................................................................................... 10

Contents

iv Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

PeopleSoft Portal Pack Content .............................................................................................................. 11Non-PeopleSoft Content ......................................................................................................................... 11

PeopleSoft Community Portal Inter-Portal Integration Capabilities ............................................................. 11

Part 2

Navigation

Chapter 3

Using and Personalizing Your Portal Homepage ..................................................................................... 15

Understanding Your Portal Homepage .......................................................................................................... 15Personalizing Your Homepage Content ......................................................................................................... 17Personalizing Your Homepage Layout .......................................................................................................... 19

Moving Pagelets on the Personalize Layout Page .................................................................................. 19Dragging and Dropping Pagelets on the Portal Homepage ..................................................................... 20

Chapter 4

Understanding PeopleSoft Enterprise Portal-Delivered Pagelets ........................................................... 21

Understanding PeopleSoft Enterprise Portal-Delivered Pagelets ................................................................. 21Common Elements Used in PeopleSoft Enterprise Portal Pagelets ........................................................ 22

Homepage Pagelets ....................................................................................................................................... 22Workspace Pagelets ....................................................................................................................................... 29Template Pagelets ......................................................................................................................................... 32

Chapter 5

Working With Homepage Pagelets ............................................................................................................ 35

Working With the Feed Reader Pagelet ......................................................................................................... 35Understanding the Feed Reader Pagelet .................................................................................................. 35Page Used to Personalize the Feed Reader Pagelet ................................................................................. 36Personalizing the Feed Reader Pagelet ................................................................................................... 36Using the Feed Reader Pagelet ................................................................................................................ 37

Working With the Language Selection Pagelet ............................................................................................ 39Working With the Signon Pagelet ................................................................................................................ 39Working With the User Logon Statistics Pagelet .......................................................................................... 40

Understanding the User Logon Statistics Pagelet ................................................................................... 40Pages Used to View Additional User Logon Statistics ........................................................................... 41

Contents

Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved. v

Personalizing the User Logon Statistics Pagelet ..................................................................................... 42Using the User Logon Statistics Pagelet ................................................................................................. 42Viewing User Logon Statistics by Date .................................................................................................. 43Viewing Distinct Users by Month ........................................................................................................... 44Viewing User Logon Statistics by Hour ................................................................................................. 45Viewing Distinct Users by Date .............................................................................................................. 46Viewing Distinct Users by Hour ............................................................................................................. 47

Chapter 6

Using My Links ............................................................................................................................................ 49

Understanding My Links ............................................................................................................................... 49Enabling My Links ........................................................................................................................................ 50

Page Used to Enable My Links ............................................................................................................... 50Enabling My Links Functionality ........................................................................................................... 50

Maintaining My Links ................................................................................................................................... 52Pages Used to Maintain My Links .......................................................................................................... 52Adding the Current Page to My Links .................................................................................................... 54Maintaining Your My Links Collection .................................................................................................. 54Adding a Link to My Links ..................................................................................................................... 55Selecting a Menu Item or a Menu Folder as a Link ................................................................................ 57Editing a Link .......................................................................................................................................... 58Adding or Editing My Links Folders ...................................................................................................... 60Adding Menu Folders or Navigation Collections to My Links .............................................................. 60Selecting a Navigation Collection as a Link ........................................................................................... 61

Accessing My Links ...................................................................................................................................... 62Page Used to Access My Links ............................................................................................................... 63Accessing My Links in the Portal Header ............................................................................................... 63Viewing My Links .................................................................................................................................. 64

Part 3

Collaborative Features

Chapter 7

Working With Action Items ........................................................................................................................ 67

Action Items Overview .................................................................................................................................. 67Managing Action Item Lists .......................................................................................................................... 68

Pages Used to Manage Action Item Lists ............................................................................................... 68

Contents

vi Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

Accessing Action Item Lists ................................................................................................................... 68Creating an Action Item List ................................................................................................................... 69Assigning Action Item List Participants and Privileges .......................................................................... 71

Creating and Managing Action Items ............................................................................................................ 72Pages Used to Create and Manage Action Items .................................................................................... 73Viewing an Action Item List ................................................................................................................... 74Creating an Action Item .......................................................................................................................... 75Sending Notifications for an Action Item ............................................................................................... 78Starting a Discussion for an Action Item ................................................................................................ 80Adding Action Items to Your Calendar .................................................................................................. 81Viewing the Action Items Change Log ................................................................................................... 81Searching Within Action Item Lists ........................................................................................................ 81

Reviewing Action Items ................................................................................................................................ 82Page Used to Review Action Items ......................................................................................................... 82Filtering and Reviewing Action Items .................................................................................................... 82

Working With the Tasks and Tasks Pagelet .................................................................................................. 84Understanding Tasks and the Tasks Pagelet ........................................................................................... 85Pages Used to Work With Tasks and the Tasks Pagelet ......................................................................... 85Personalizing the Tasks Pagelet .............................................................................................................. 85Using the Tasks Pagelet .......................................................................................................................... 86Adding and Maintaining Personal Tasks ................................................................................................ 88Managing Your Tasks ............................................................................................................................. 89

Administering Action Item Lists ................................................................................................................... 91Pages Used to Administer Action Item Lists .......................................................................................... 91Administering Action Item Lists ............................................................................................................. 91Modifying Privileges for Action Item Lists ............................................................................................ 93

Publishing an Action Item List as a Pagelet .................................................................................................. 93Pages Used to Publish Action Item Lists as Pagelets .............................................................................. 94Publishing a Pagelet from an Action Item List ....................................................................................... 96Publishing an Action Item List from Pagelet Wizard ............................................................................. 98Editing a Published Pagelet ................................................................................................................... 105Publishing a Pagelet to Multiple Portals ............................................................................................... 106

Chapter 8

Working With Blogs .................................................................................................................................. 107

Understanding Blogs .................................................................................................................................... 107Understanding Blog Privileges .............................................................................................................. 108Understanding the Blogs Module in Collaborative Workspaces .......................................................... 110

Creating Blogs ............................................................................................................................................. 110Pages Used to Create Blogs .................................................................................................................. 110Creating a Blog ...................................................................................................................................... 111Adding Blog Members .......................................................................................................................... 112

Contents

Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved. vii

Assigning Member Privileges ............................................................................................................... 113Creating a Blog Policy Statement ......................................................................................................... 114

Participating in Blogs ................................................................................................................................... 115Pages Used to Participate in Blogs ........................................................................................................ 115Accessing Blogs .................................................................................................................................... 116Adding or Editing a Blog Post .............................................................................................................. 119Viewing a Blog Post .............................................................................................................................. 121Viewing Pending or Rejected Comments ............................................................................................. 123Deleting a Post ...................................................................................................................................... 123Viewing Blog Feeds .............................................................................................................................. 124Using Tags in a Blog ............................................................................................................................. 124

Managing Blogs ........................................................................................................................................... 125Pages Used to Manage Blogs ................................................................................................................ 126Managing a Blog ................................................................................................................................... 127Approving or Rejecting Pending Comments ........................................................................................ 130Publishing a Blog as a Feed .................................................................................................................. 131Administering Blogs ............................................................................................................................. 132

Publishing a Blog as a Pagelet ..................................................................................................................... 132Pages Used to Publish a Blog as a Pagelet ............................................................................................ 133Publishing a Pagelet from a Blog .......................................................................................................... 135Publishing a Blog from Pagelet Wizard ................................................................................................ 137Editing a Published Pagelet ................................................................................................................... 144Publishing a Pagelet to Multiple Portals ............................................................................................... 145

Using Blog Notifications ............................................................................................................................. 145Pages Used for Blog Notifications ........................................................................................................ 145Sending Email Notifications to Blog Participants ................................................................................. 145

Performing Searches Within Blogs .............................................................................................................. 146Understanding Searching Within Blogs ................................................................................................ 146Pages Used to Search Within Blogs ...................................................................................................... 147Searching Within Blogs ........................................................................................................................ 147

Working With the Blogs Pagelet ................................................................................................................. 149Understanding the Blogs Pagelet .......................................................................................................... 149Page Used to Personalize the Blogs Pagelet ......................................................................................... 149Personalizing Your Blogs Pagelet ......................................................................................................... 149Using the Blogs Pagelet ........................................................................................................................ 151

Chapter 9

Working With Community Calendars ..................................................................................................... 153

Understanding Community Calendars ......................................................................................................... 153Creating Community Calendars ................................................................................................................... 154

Pages Used to Create Community Calendars ........................................................................................ 154Accessing Community Calendars ......................................................................................................... 155

Contents

viii Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

Creating a Community Calendar ........................................................................................................... 156Assigning Community Calendar Participants and Privileges ............................................................... 157

Using Community Calendars ....................................................................................................................... 158Common Elements Used in This Section .............................................................................................. 158Pages Used with a Community Calendars ............................................................................................ 159Selecting Calendar Views ..................................................................................................................... 160Viewing an Event .................................................................................................................................. 168Searching for an Event .......................................................................................................................... 169

Creating Calendar Events ............................................................................................................................. 171Pages Used to Create Calendar Events ................................................................................................. 171Defining a Calendar Event .................................................................................................................... 171Defining Recurring Events .................................................................................................................... 174

Using Calendar Alerts and Notifications ..................................................................................................... 175Understanding Calendar Alerts and Notifications ................................................................................ 175Pages Used with Calendar Alerts and Notifications ............................................................................. 175Subscribing to Calendar Alerts ............................................................................................................. 176Updating Calendar Alerts ...................................................................................................................... 177Sending Event Notifications .................................................................................................................. 177

Working With the My Events Pagelet ......................................................................................................... 179Page Used to Personalize the My Events Pagelet ................................................................................. 179Personalizing the My Events Pagelet .................................................................................................... 179Using the My Events Pagelet ................................................................................................................ 180

Administering Community Calendars ......................................................................................................... 183Pages Used to Administer Community Calendars ................................................................................ 183Administering Community Calendars ................................................................................................... 183Modify Privileges for Calendars ........................................................................................................... 184

Publishing a Calendar as a Pagelet .............................................................................................................. 185Pages Used to Publish Calendars as Pagelets ........................................................................................ 185Publishing a Pagelet from a Calendar ................................................................................................... 188Publishing a Calendar from Pagelet Wizard ......................................................................................... 190Editing a Published Pagelet ................................................................................................................... 197Publishing a Pagelet to Multiple Portals ............................................................................................... 198

Chapter 10

Working With Discussion Forums ........................................................................................................... 199

Understanding Discussion Forums .............................................................................................................. 199Common Elements Used in This Chapter ............................................................................................. 200Understanding Discussion Forum Privileges ........................................................................................ 200Understanding the Discussions Module in Collaborative Workspaces ................................................ 202Understanding the Related Discussion Related Content Service .......................................................... 202Understanding Discussion Forums in the Related Discussion Pagelet ................................................. 202

Creating Discussion Forums ........................................................................................................................ 203

Contents

Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved. ix

Pages Used to Create Discussion Forums ............................................................................................. 203Creating a Discussion Forum ................................................................................................................ 203Assigning Discussion Forum Participants and Privileges ..................................................................... 205Creating a Discussion Forum Policy Statement .................................................................................... 206

Participating in Discussion Forums ............................................................................................................. 207Pages Used to Participate in Discussion Forums .................................................................................. 208Accessing Discussion Forums ............................................................................................................... 209Adding or Editing a Discussion Post ..................................................................................................... 212Viewing a Discussion Post .................................................................................................................... 214Viewing Pending or Rejected Posts ...................................................................................................... 218Deleting a Post ...................................................................................................................................... 218Viewing Discussion Forum Feeds ......................................................................................................... 219Using Tags in a Discussion Forum ....................................................................................................... 219Viewing the Forum Policy Statement ................................................................................................... 220

Managing Discussion Forums ...................................................................................................................... 220Pages Used to Manage Discussion Forums ........................................................................................... 220Managing a Discussion Forum .............................................................................................................. 221Approving or Rejecting Pending Posts ................................................................................................. 224Publishing a Discussion Forum as a Feed ............................................................................................. 226Administering Discussion Forums ........................................................................................................ 226

Publishing a Discussion Forum as a Pagelet ................................................................................................ 227Pages Used to Publish Discussion Forums as Pagelets ......................................................................... 228Publishing a Pagelet from a Discussion Forum .................................................................................... 230Publishing a Discussion Forum from Pagelet Wizard .......................................................................... 232Editing a Published Pagelet ................................................................................................................... 239Publishing a Pagelet to Multiple Portals ............................................................................................... 240

Using Discussion Forum Alerts and Notifications ...................................................................................... 240Understanding Discussion Forum Alerts and Notifications .................................................................. 240Pages Used for Discussion Forum Alerts and Notifications ................................................................. 240Subscribing to Discussion Forum Alerts ............................................................................................... 241Updating Discussion Forum Alerts ....................................................................................................... 242Sending Email Notifications to Forum Participants .............................................................................. 243

Performing Searches Within Discussion Forums ........................................................................................ 244Understanding Searching Within Discussion Forums .......................................................................... 244Pages Used to Search Within Discussion Forums ................................................................................ 245Searching Within Discussion Forums ................................................................................................... 245

Working With the Discussion Forums Pagelet ............................................................................................ 247Understanding the Discussion Forums Pagelet ..................................................................................... 247Page Used to Personalize the Discussion Forums Pagelet .................................................................... 247Personalizing Your Discussion Forums Pagelet ................................................................................... 247Using the Discussion Forums Pagelet ................................................................................................... 249

Contents

x Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

Chapter 11

Working With Feeds and Alerts ............................................................................................................... 251

Publishing PeopleSoft Enterprise Portal Content as a Feed ........................................................................ 251Understanding Which PeopleSoft Enterprise Portal Items Can Be Published as a Feed ...................... 251Pages Used to Publish PeopleSoft Enterprise Portal Content as a Feed ............................................... 252Publishing Feed Content ....................................................................................................................... 253

Viewing and Subscribing to Feeds .............................................................................................................. 255Pages Used to View and Subscribe to Feeds ......................................................................................... 255Viewing and Searching the List of Feeds .............................................................................................. 256Working With the My Feeds Pagelet .................................................................................................... 256Accessing and Viewing Feeds ............................................................................................................... 258Subscribing to Feeds ............................................................................................................................. 258

Maintaining Alert Subscriptions .................................................................................................................. 259Pages Used to Maintain Alert Subscriptions ......................................................................................... 259Maintaining Your Alert Subscriptions .................................................................................................. 259Specifying Your Email Address ............................................................................................................ 261

Chapter 12

Working With Tags ................................................................................................................................... 263

Understanding Tagging in PeopleSoft Enterprise Portal ............................................................................. 263Creating and Managing Tags ....................................................................................................................... 264

Understanding Creating and Managing Tags ........................................................................................ 264Creating and Updating Tags .................................................................................................................. 267Managing Tags as an Administrator ..................................................................................................... 268

Working With the Tag Cloud Pagelet .......................................................................................................... 268Page Used to Personalize the Tag Cloud Pagelet .................................................................................. 269Personalizing the Tag Cloud Pagelet .................................................................................................... 269Using the Tag Cloud Pagelet ................................................................................................................. 271

Performing Searches for Tags ...................................................................................................................... 272Page Used to Perform Searches for Tags .............................................................................................. 272Searching for Tags ................................................................................................................................ 272

Contents

Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved. xi

Part 4

Other Portal Features

Chapter 13

Managing Polls ........................................................................................................................................... 279

Understanding Polls ..................................................................................................................................... 279Understanding Polls in Workspaces ...................................................................................................... 280

Defining Polls .............................................................................................................................................. 280Pages Used to Define Polls ................................................................................................................... 281Accessing Polls ..................................................................................................................................... 281Adding a Poll ......................................................................................................................................... 283Maintaining Polls .................................................................................................................................. 283Adding a Question to a Poll .................................................................................................................. 285Publishing the Poll as a Pagelet ............................................................................................................. 287Assigning Members to Polls ................................................................................................................. 289Assigning Security Access to Respondents .......................................................................................... 291

Managing Poll Results ................................................................................................................................. 292Pages Used to Manage Poll Results ...................................................................................................... 292Viewing the Poll Results ....................................................................................................................... 292Viewing Poll Response Results ............................................................................................................. 293Viewing Respondent Comments ........................................................................................................... 294

Administering Polls ..................................................................................................................................... 295Page Used to Administer Polls .............................................................................................................. 295Administering Polls ............................................................................................................................... 295Changing Privileges for Polls ................................................................................................................ 296

Chapter 14

Gathering Feedback Using Surveys ......................................................................................................... 299

Understanding the Survey Feature .............................................................................................................. 299Setting Up Survey Options ......................................................................................................................... 299

Understanding Distribution Lists ......................................................................................................... 299Understanding Response Types and Response Values ........................................................................ 300Pages Used to Set Up Surveys ............................................................................................................. 301Creating Distribution Lists ................................................................................................................... 301Establishing Response Types ............................................................................................................... 302

Creating and Distributing Surveys .............................................................................................................. 303

Contents

xii Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

Understanding Survey Distribution ...................................................................................................... 303Pages Used to Create and Distribute Surveys ...................................................................................... 303Creating Surveys .................................................................................................................................. 304Defining Recipients and Distributing Surveys ..................................................................................... 305

Completing Surveys .................................................................................................................................... 306Page Used to Complete Surveys ........................................................................................................... 307Completing Surveys ............................................................................................................................. 307

Reviewing Survey Results .......................................................................................................................... 308Understanding Survey Results ............................................................................................................. 308Pages Used to Review Survey Results ................................................................................................. 308Reviewing Overall Survey Responses ................................................................................................. 309Viewing Response Details ................................................................................................................... 310Reviewing Survey Status by User ........................................................................................................ 310Reviewing an Individual's Survey Responses ...................................................................................... 311

Chapter 15

Using External Email, Calendar Data, and Instant Messaging ............................................................. 313

Understanding the Email Pagelet and Calendar Events Pagelet ................................................................. 313Working With the Email Pagelet ................................................................................................................. 314

Pages Used to Work With the Email Pagelet ........................................................................................ 314Personalizing Your Email Pagelet ......................................................................................................... 315Adding an Additional Email Account ................................................................................................... 316Using the Email Pagelet ........................................................................................................................ 317

Working With the Calendar Events Pagelet ................................................................................................ 318Page Used to Personalize the Calendar Events Pagelet ........................................................................ 318Personalizing Your Calendar Events Pagelet ........................................................................................ 318Using the Calendar Events Pagelet ....................................................................................................... 319

Entering Your Instant Messaging Information ............................................................................................ 320Page Used to Enter Your Instant Messaging Information ..................................................................... 320Entering Your Instant Messaging Information ...................................................................................... 320

Chapter 16

Submitting and Editing Menu Item Requests ......................................................................................... 323

Understanding Menu Item Requests ........................................................................................................... 323Pages Used to Submit and Edit Menu Item Requests .................................................................................. 324

Pages Used to Submit and Edit Menu Item Requests ........................................................................... 324Searching for Menu Item Requests ............................................................................................................. 324Submitting or Editing Menu Item Requests ................................................................................................. 326

Contents

Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved. xiii

Part 5

Performing Searches

Chapter 17

Submitting Searches in the Portal ............................................................................................................ 333

Understanding Searching in the Portal ......................................................................................................... 333Submitting Search Requests ........................................................................................................................ 334

Pages Used to Submit Search Requests ................................................................................................ 334Submitting a Search .............................................................................................................................. 335

Integrating Content Ratings into Search Results ......................................................................................... 338

Chapter 18

Using Saved Searches ................................................................................................................................ 339

Creating and Using Saved Searches ............................................................................................................. 339Pages Used to Create and Use Saved Searches ..................................................................................... 339Creating a Saved Search ........................................................................................................................ 340Executing Saved Searches ..................................................................................................................... 341Editing and Deleting Saved Searches .................................................................................................... 342

Working With the Saved Searches Pagelet .................................................................................................. 342Page Used to Work With the Saved Searches Pagelet .......................................................................... 343Using the Saved Searches Pagelet ......................................................................................................... 343Personalizing the Saved Searches Pagelet ............................................................................................ 344

Part 6

Context Manager

Chapter 19

Working With Context Manager in PeopleSoft Enterprise Portal ....................................................... 347

Understanding Context Manager ................................................................................................................. 347Understanding Context Manager Setup ................................................................................................ 348

Creating Additional Template Pagelet Publications .................................................................................... 350Understanding Creation of Additional Template Pagelet Publications ................................................ 350

Contents

xiv Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

Pages Used to Create Additional Template Pagelet Publications ......................................................... 350Creating a Template Pagelet Publication .............................................................................................. 351

Assigning Default Template Pagelets for the Dynamic Content Template ................................................. 353Page Used to Assign Default Template Pagelets for the Dynamic Content Template ......................... 353Assigning Default Template Pagelets ................................................................................................... 353

Assigning the Dynamic Content Template to Menu Items .......................................................................... 354Pages Used to Assign the Dynamic Content Template to Menu Items ................................................ 354Assigning the Dynamic Content Template ........................................................................................... 355

Creating Context-Sensitive Relationships Between Template Pagelets and Menu Items ........................... 357Pages Used to Create Context-Sensitive Relationships ........................................................................ 358Assigning Additional Template Pagelets to Menu Items ...................................................................... 358Defining Minimization Options and Key Fields for Context Sensitivity .............................................. 360Auto-populating Key Fields for Context Sensitivity ............................................................................. 362

Assigning Topic Experts .............................................................................................................................. 363Understanding Topic Expert Assignments ............................................................................................ 363Pages Used to Assign Topic Experts ..................................................................................................... 364Assigning Topic Experts to Page-Pagelet Combinations ...................................................................... 364

Viewing and Searching for Context Manager Data ..................................................................................... 365Understanding Context Manager Data .................................................................................................. 365Pages Used to View and Search for Context Manager Data ................................................................. 366Viewing Template Pagelet and Menu Item Combinations ................................................................... 367Searching for Items Assigned to Menu Items ....................................................................................... 368Viewing Item Details ............................................................................................................................ 370

Working With the Context Manager Center and the Context Manager Center Pagelet .............................. 371Working With the Context Manager Center ......................................................................................... 371Working With the Context Manager Center Pagelet ............................................................................ 373

Chapter 20

Working With Context Manager Pagelets ............................................................................................... 375

Understanding Context Manager Pagelets ................................................................................................... 375Managing Content in the Context Manager Pagelets ............................................................................ 376Viewing Content in the Context Manager Pagelets .............................................................................. 376

Working With the Context Manager Frame ................................................................................................ 376Working With the Related Contacts Pagelet ................................................................................................ 378

Pages Used to Work With the Related Contacts Pagelet ...................................................................... 378Using the Related Contacts Pagelet ...................................................................................................... 379Contacting a Related Contact ................................................................................................................ 380Viewing a List of Related Contacts ....................................................................................................... 380Adding or Editing Related Contacts ...................................................................................................... 382

Working With the Related Discussion Pagelet ............................................................................................ 383Understanding Forums Started from the Related Discussion Pagelet ................................................... 383Using the Related Discussion Pagelet ................................................................................................... 385

Contents

Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved. xv

Participating in and Managing Forums Started from the Related Discussion Pagelet .......................... 386Working With the Related Information Pagelet .......................................................................................... 386

Pages Used to Work With the Related Information Pagelet ................................................................. 386Using the Related Information Pagelet ................................................................................................. 387Viewing a Related Information Item ..................................................................................................... 388Viewing a List of Related Information Items ........................................................................................ 389Adding or Editing Related Information ................................................................................................ 390

Working With the Related Resources Pagelet ............................................................................................. 392Pages Used to Work With the Related Resources Pagelet .................................................................... 392Using the Related Resources Pagelet .................................................................................................... 393Viewing a Related Resource Profile ..................................................................................................... 393Viewing a List of Related Resources .................................................................................................... 394Adding or Editing Related Resources ................................................................................................... 395Searching for a Related Resource ......................................................................................................... 397

Working With the Related Workspaces Pagelet .......................................................................................... 398Pages Used to Work With the Related Workspaces Pagelet ................................................................. 398Using the Related Workspaces Pagelet ................................................................................................. 398

Working With the Content Ratings Pagelet ................................................................................................. 399Page Used with the Content Ratings Pagelet ........................................................................................ 399Using the Content Ratings Pagelet ........................................................................................................ 399Participating in Content Ratings Surveys .............................................................................................. 399

Working With the Menu 2.0 Pagelet ........................................................................................................... 400

Chapter 21

Managing Content Ratings and iTracker ................................................................................................ 403

Understanding Content Ratings ................................................................................................................... 403Rating Portal Content ............................................................................................................................ 403Tracking Usage ..................................................................................................................................... 404

Managing Content Ratings .......................................................................................................................... 404Understanding Content Rating Management ........................................................................................ 405Pages Used to Manage Portal Content Ratings ..................................................................................... 405Defining a Content Ratings Poll ............................................................................................................ 406Adding a Poll Question ........................................................................................................................ 407Assigning Polls to Menu Items ............................................................................................................ 407Assigning Content Ratings Result Viewers ......................................................................................... 409Associating Polls to Unregistered URLs .............................................................................................. 410

Viewing Content Ratings Results ............................................................................................................... 411Page Used to View Content Ratings Results ........................................................................................ 411

Deploying iTracker ..................................................................................................................................... 412Deploying the iTracker .......................................................................................................................... 412

Viewing iTracker Usage Results ................................................................................................................. 413Page Used to View iTracker Usage Results .......................................................................................... 413

Contents

xvi Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

Part 7

Related Content Services

Chapter 22

Understanding PeopleSoft Enterprise Portal-Delivered Related Content Services ............................ 417

Understanding the PeopleTools Related Content Framework ..................................................................... 417Understanding Delivered Related Content Services .................................................................................... 418

Related Discussion Service ................................................................................................................... 418Related Links Service ............................................................................................................................ 419Related Tags Service ............................................................................................................................. 419

Chapter 23

Setting Up Related Content Services ........................................................................................................ 421

Understanding the Setup of Related Content Services ................................................................................ 421Managing Delivered Related Content Services ........................................................................................... 421

Pages Used to Manage Delivered Related Content Services ................................................................ 422Configuring Integration Broker for Related Content Services .............................................................. 423Reviewing the Definitions of Delivered Related Content Services ...................................................... 425Assigning a Related Content Service to a Transaction Page ................................................................ 425Mapping Fields for the Related Discussion Service ............................................................................. 426Mapping Fields for the Related Links Service ...................................................................................... 428Mapping Fields for the Related Tags Service ....................................................................................... 430Assigning Discussion Forum Roles to Transaction Users .................................................................... 431

Chapter 24

Working With the Related Discussion Service ........................................................................................ 433

Understanding the Related Discussion Service ........................................................................................... 433Managing Discussion Forums in the Related Discussion Service ............................................................... 433

Understanding the Creation of Discussion Forums in the Related Discussion Service ........................ 434Pages Used to Manage Discussion Forums ........................................................................................... 434Managing a Discussion Forum .............................................................................................................. 434Assigning Discussion Forum Participants and Privileges ..................................................................... 435Creating a Discussion Forum Policy Statement .................................................................................... 436Managing Linked Posts ......................................................................................................................... 437

Contents

Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved. xvii

Participating in Discussion Forums in the Related Discussion Service ...................................................... 438Pages Used to Participate in Discussion Forums .................................................................................. 438Accessing Discussion Forums ............................................................................................................... 439Adding or Editing a Discussion Post ..................................................................................................... 440Viewing a Discussion Post .................................................................................................................... 442Deleting a Post ...................................................................................................................................... 443Sending Email Notifications to Forum Participants .............................................................................. 443Using Tags in a Discussion Forum ....................................................................................................... 444Searching in the Related Discussion Service ........................................................................................ 444Linking Posts from Another Discussion Forum .................................................................................... 447Viewing the Forum Policy Statement ................................................................................................... 448

Chapter 25

Working With the Related Links Service ................................................................................................ 449

Understanding the Related Links Service .................................................................................................... 449Creating and Using Links with the Related Links Service .......................................................................... 449

Pages Used to Create and Use Links with the Related Links Service .................................................. 450Viewing Linked Content ....................................................................................................................... 450Creating Links to Related Content ........................................................................................................ 451Creating and Linking to a Related Workspace ...................................................................................... 453

Chapter 26

Working With the Related Tags Service ................................................................................................. 455

Understanding the Related Tags Service ..................................................................................................... 455Creating and Using Tags in the Related Tags Service ................................................................................. 455

Pages Used to Create and Use Tags in the Related Tags Service ......................................................... 455Viewing and Creating Tags in the Related Tags Service ...................................................................... 456Searching for Tags in the Related Tags Service .................................................................................... 457

Index ............................................................................................................................................................ 459

Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved. xix

PeopleSoft Enterprise Portal Preface

This preface discusses:

• About PeopleSoft Enterprise Portal.

• Using this PeopleBook.

• Related PeopleBooks.

• PeopleBooks and the PeopleSoft Online Library.

About PeopleSoft Enterprise Portal

This section discusses:

• PeopleSoft Portal Solutions product family.

• PeopleSoft Enterprise Portal feature overview.

• PeopleSoft Enterprise Portal and PeopleTools.

PeopleSoft Portal Solutions Product Family

This section discusses the products that are part of the PeopleSoft Portal Solutions product family:

• PeopleSoft Enterprise Portal.

• PeopleSoft Community Portal.

• PeopleSoft Enterprise Internal Controls Enforcer.

PeopleSoft Enterprise Portal

Oracle's PeopleSoft Enterprise Portal is a world-class portal solution with many robust content and collaborative features. The PeopleSoft Enterprise Portal is ideal for customers wishing to deploy an unlimited number of communities across enterprise that focus on PeopleSoft application business processes.

PeopleSoft Enterprise Portal 9.1 contains a rich set of Web 2.0 features. For instance, collaborative workspaces and related content services can be keyed to PeopleSoft application transactions providing contextually relevant collaboration.

PeopleSoft Enterprise Portal 9.1 provides these important new features:

• Blogs.

• Feed publishing.

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xx Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

• Related content services—specifically, the Related Discussion service, the Related Links service, and the Related Tags service.

• Tagging (also known as social bookmarking).

• Wiki content.

These new features add to the existing features already present in PeopleSoft Enterprise Portal:

• Action items

• Collaborative workspaces

• Community calendars

• Context Manager

• Discussion forums

• Document management

• Polls and surveys

• Resource Finder

• Searches and saved searches

See "PeopleSoft Enterprise Portal Preface," PeopleSoft Enterprise Portal Feature Overview, page xxi.

PeopleSoft Community Portal

Oracle's PeopleSoft Community Portal joins PeopleSoft Enterprise Portal as an option for creating a portal experience using the PeopleSoft Portal Solutions product family.

PeopleSoft Community Portal has the same collaborative features and functions as PeopleSoft Enterprise Portal. However, with PeopleSoft Community Portal, you are limited to creating and managing a maximum of three sites. With PeopleSoft Enterprise Portal, you can create and manage an unlimited number of sites.

See PeopleSoft Enterprise Portal 9.1 PeopleBook: Using Portal Features, "PeopleSoft Community Portal."

PeopleSoft Enterprise Internal Controls Enforcer

Oracle's PeopleSoft Enterprise Internal Controls Enforcer is designed to automate and enforce internal controls required under Section 404 of the Sarbanes-Oxley Act. Using the product's monitoring and diagnostic capabilities, you can reduce the cost of complying with the new regulations and the risk of unforeseen changes in internal controls. PeopleSoft Enterprise Internal Controls Enforcer will work in conjunction with other PeopleSoft corporate governance solutions to make the entire compliance process repeatable and auditable, allowing you to focus on running your business.

In addition, the product enables you to continuously track and monitor controls, and, optionally, certify their effectiveness at interim times throughout the year to support certifications that are required for Section 302 ofSarbanes-Oxley.

See PeopleSoft Enterprise Internal Controls Enforcer 9.1 PeopleBook.

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PeopleSoft Enterprise Portal Feature Overview

Two key characteristics distinguish PeopleSoft Enterprise Portal as a rich Web 2.0 platform:

• First, PeopleSoft Enterprise Portal is a traditional portal framework that can be used for aggregating and managing content.

• Second, its collaborative capabilities make PeopleSoft Enterprise Portal a functional application that complements the features found in PeopleSoft applications.

PeopleSoft Enterprise Portal is built on the same architecture and with the same tools as PeopleSoft applications. This provides native integration and single sign-on with PeopleSoft applications. Because PeopleSoft Enterprise Portal is built on the PeopleTools platform, these core characteristics are also available in your portal implementations:

• Branding.

• Common toolset across all PeopleSoft applications.

• Database, application server, and web server independence.

• Feed Publishing Framework.

• Related Content Framework.

• Rich text editor.

• Role-based security and access management.

• Single sign-on.

• SOA support through Integration Broker.

Combined with pre-built application content delivered as PeopleSoft application portal packs, these features make configuration and deployment of PeopleSoft Enterprise Portal for a PeopleSoft-rich environment much easier than with other portals.

PeopleSoft Enterprise Portal provides numerous collaboration and Web 2.0 features such as blogs, content management, discussion forums feeds, tagging, collaborative workspaces and others. Each of these features isdiscussed briefly in this section.

Action Items

Miscellaneous to-do's and issues are frequently assigned during project status meetings and in workspaces. Successful resolution of these detailed action items is critical to meeting broader business objectives. PeopleSoft Enterprise Portal provides an action items feature that helps project leaders track open action items assigned to various team members as well as capture their resolution for a given project.

Blogs

Blogs (or weblogs) are a familiar and useful means for authoring and broadcasting information for an individual or team. Blogs are also participatory in that they allow for commentary and feedback from the audience. In PeopleSoft Enterprise Portal, blogs are integrated with other features such as feeds, notifications,search, tagging, and workspaces.

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Branding

A WYSIWYG interface allows branding administrators to define and deploy header and footer elements for the portal. Because branding is integrated with site management as well as collaborative workspaces, subject matter experts can override these branding elements locally, making it easier for non-portal experts to create compelling sub-communities within the portal.

Calendars

In PeopleSoft Enterprise Portal, calendars allow communities to manage events within portals, sites, and workspaces. Individual communities or workgroups can maintain their own distinct calendars. Users can subscribe to any or each of the calendars to which they have access and display the results as a unified calendar on their homepage or within a workspace.

Collaborative Workspaces

A collaborative workspace is a virtual team room. Workspaces can be created to facilitate the completion of any project that requires a team to work collaboratively to accomplish its goals. Some collaborative projects focus on temporary issues that require short, intense collaborative sessions, such as closing a sales deal or an open problem incident. Other projects may be ongoing, such as coordinating the work for a department.

In PeopleSoft Enterprise Portal, collaborative workspaces incorporate the product's other collaborative features including action items, blogs, calendars, discussions, documents, feeds, polls, search, tagging, and wikis. In addition, workspaces can be contextually linked to PeopleSoft application pages to provide robust collaboration in the context of transactions and business processes.

Content Management

PeopleSoft Enterprise Portal's content management system enables you to organize all your content creation processes. The content management system helps you to manage, create, and organize content, through approval, version management, and publication features. The resulting content is ready and available for browsing by users and for reuse in portal pagelets, news publications, related information, and workspaces. Content migration allows you to author content in a staging database and then migrate the finalized content toa production database.

Context Manager

In PeopleSoft Enterprise Portal, Context Manager appears as a frame on the right side of the page displaying pagelets that are loaded with appropriate information based on the target page or transaction. Context Manager is the framework within which features—such as, related information, related contacts, related resources, related discussions, related workspaces, related links, and content ratings—operate. PeopleSoft Enterprise Portal also delivers related content services to provide PeopleSoft Enterprise Portal features on anyPeopleSoft application pages.

See "PeopleSoft Enterprise Portal Preface," Related Content Services, page xxiii.

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Discussion Forums

Discussion forums provide a platform that groups can use to discuss topics of interest. Participants can post discussion topics, such as issues, suggestions, or questions, and receive replies and feedback. In PeopleSoft Enterprise Portal, discussion forums are integrated with other features such as action items, alerts, documents,feeds, notifications, search, tagging, and workspaces. Standalone forums within a portal or site can be managed as moderated or unmoderated.

Feed Publishing and Consumption

PeopleSoft Enterprise Portal leverages the PeopleTools Feed Publishing Framework to deliver feeds for several features including blogs, discussion forums, news publications, and workspaces. You can use the framework to publish secure or public feeds. These feeds make it easy for people to subscribe to information that interests them, rather than logging into the application that delivers this information. PeopleSoft Enterprise Portal also provides pagelets and features that facilitate the discovery and consumption of internal and external feeds.

My Links

My Links functionality provides an easy way for to bookmark your most frequently needed and accessed content. My Links serves as a collection of bookmarks to specific PeopleSoft Enterprise Portal pages, to PeopleSoft transactions, and to non-PeopleSoft content such as external websites.

Polls and Surveys

PeopleSoft Enterprise Portal provides polls as a simple way to gather opinions and comments from portal users using a pagelet that is displayed on the portal or site homepage, in a workspace, or attached to a menu item. While polls cover a single question only, surveys allow you to create and distribute questionnaires and evaluate the responses.

Related Content Services

The PeopleTools Related Content Framework provides the tools for subject matter experts or portal administrators to contextually link application pages with collaborative content provided as related content services. PeopleTools provides the service definitions for three PeopleSoft Enterprise Portal related content services:

• Related Discussion service

• Related Links service

• Related Tags service

These related content services provide features of PeopleSoft Enterprise Portal that can be added to PeopleSoft application pages through the framework. While the service definitions are provided in PeopleTools, an installed PeopleSoft Enterprise Portal database is required to provide the services and to storethe related data.

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xxiv Copyright © 1988, 2009, Oracle and/or its affiliates. All Rights Reserved.

Resource Finder

Resource Finder is a highly flexible repository that you can configure to receive data loads containing information about any organizational resource, along with links that relate these resources to each other. These resources are typically things like customers, suppliers, employees, departments, locations, companies, and business units, but can also be easily expanded to include things like products and projects, for example.

Search

In PeopleSoft Enterprise Portal, searches can be executed from the portal header, from within specific features, and via saved searches. From the portal header and the search page, searches can be scoped or limited to specific types of content. Because tags are integrated into search indexes, search results improved based on user tagging. Integration with Oracle's Secure Enterprise Search (SES) exposes PeopleSoft Enterprise Portal content to external systems via web services.

Tags

Tags, also known as social bookmarks, provide the means for users to store, organize, search, and manage content bookmarks in PeopleSoft Enterprise Portal. Tagging increases the probability of properly characterizing the content and hence its discovery and use. In PeopleSoft Enterprise Portal, tagging is integrated directly with other content types including blogs, collaborative workspaces, content management system items, and discussion forums. In addition, the tagging framework is available through the Related Tags service and to non-PeopleSoft applications as a web service.

Third-Party Integration

PeopleSoft Enterprise Portal supports integration with:

• Calendar servers: Lotus Domino or Microsoft Exchange 2003 and 2007.

• Email servers: IMAP, Lotus Domino, Microsoft Exchange 2003 and 2007, or POP.

• Instant messaging domains: GTalk, Sametime, XMPP, or Yahoo.

• Oracle Secure Enterprise Search (SES).

Wikis

Wikis support the collaborative authoring needs of portal users. In PeopleSoft Enterprise Portal, wikis are available in collaborative workspaces, which means that the security controls of workspaces apply to wikis. Wikis incorporate the easy to use rich text editor and other features to provide a collaborative authoring environment.

User Interface Features

The PeopleSoft Enterprise Portal user interface relies on these features and others from PeopleTools:

• AJAX features such as modal dialog boxes, drop-down menu navigation, and partial page and pagelet refreshes.

• Branding updates incorporating the SWAN style sheet.

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• Menu bread crumbs.

• Pagelet drag-and-drop.

• Pagelet Wizard pagelets with help and search.

PeopleSoft Enterprise Portal and PeopleTools Portal Technology

To understand the functionality of PeopleSoft Enterprise Portal, Oracle recommends that you familiarize yourself with PeopleTools, focusing especially on the PeopleBooks and chapters that are dev

peoplesoft enterprise portal 9.1 peoplebook: using portal … · 2009-09-23 · • peoplesoft...

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