Oracle Social Network. What's New in Release 11

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1 Oracle Social Network What's New in Release 11 March 2016

2 TABLE OF CONTENTS REVISION HISTORY... 4 OVERVIEW... 5 Give Us Feedback... 5 Security & New Features... 5 RELEASE FEATURE SUMMARY... 6 UPDATES TO SOCIAL IN ORACLE APPLICATIONS CLOUD... 8 Global Search... 8 Expanded Navigation Menu... 8 Upload Documents From Cloud Document Stores... 9 View and Create Document Annotations... 9 Documents View in Conversations and Walls Recent Activity, Trending, and Contacts Panels Mark Items as Favorites Real-Time User Presence in Conversations and Walls Start Web Conferences Start Conversations with Groups Restore Deleted Messages Add Referring Items to Social Objects, Conversations, and Walls Change Display Language of Conversations and Walls View Items a Group is a Member Of Discard Conversations Rename Folders DESKTOP CLIENT IMPROVEMENTS Support for Federated SSO Option to Save Open Tabs on Exit Find in Conversation Improved Filter and Sorting Options for Search Results Cloud Document Adapter for Oracle Documents Context Menu for Search Results Add Related Conversations to Offline Briefcase Restore Deleted Messages ADD-IN FOR OUTLOOK IMPROVEMENTS Support for Federated SSO Invite Contacts From Your Outlook Address Book Find in Conversation Improved Filter and Sorting Options for Search Results Cloud Document Adapter for Oracle Documents View Details for Underlying Social Objects Offline Panel Option to Auto-Publish Offline Changes Restore Deleted Messages WEB CLIENT IMPROVEMENTS Filter Search Results by Posting User Cloud Document Adapter for Oracle Documents Restore Deleted Messages ADMINISTRATION IMPROVEMENTS

3 Social Object Visibility Settings Global Notification Option DEVELOPER IMPROVEMENTS Cloud Storage Services API Conferencing Services API Social Plugin Explorer API Reference

4 REVISION HISTORY This document will continue to evolve as existing sections change and new information is added. All updates are logged below, with the most recent updates at the top. Date What's Changed Notes 01 MAR 2016 Initial Document Creation 4

5 OVERVIEW This guide outlines the information you need to know about new or improved functionality in Oracle Social Network Release 11. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you. GIVE US FEEDBACK We welcome your comments and suggestions to improve the content. Please send us your feedback at SECURITY & NEW FEATURES We would like to remind you if your system has modified security structures you may need to advise your security administrator of new features you would like to take advantage of. To assist you Appendix A provides a listing of the new features and the security attributes needed to employ the new features when you have decided to implement them. 5

6 RELEASE FEATURE SUMMARY Some of the new Release 11 features are automatically available to users after the upgrade and some require action from the user, the company administrator, or Oracle. The table below offers a quick view of the actions required to enable each of the Release 11 features. Automatically Feature Available Updates to Social in Oracle Applications Cloud Global Search Expanded Navigation Menu Upload Documents from Cloud Document Stores View and Create Document Annotations Documents View in Conversations and Walls Recent Activity, Trending, and Contacts Panels Mark Items as Favorites Real-Time User Presence in Conversations and Walls Start Web Conferences Start Conversations with Groups Restore Deleted Messages Add Referring Items to Social Objects, Conversations, and Walls Change Display Language of Conversations and Walls View Items a Group is a Member Of Discard Conversations Rename Folders Desktop Client Improvements Support for Federated SSO Option to Save Open Tabs on Exit Find in Conversation Improved Filter and Sorting Options for Search Results Cloud Document Adapter for Oracle Documents Context Menu for Search Results Add Related Conversations to Offline Briefcase Restore Deleted Messages Add-In for Outlook Improvements Support for Federated SSO Invite Contacts from Your Outlook Address Book Action Required to Enable Feature End User Action Required Administrator Action Required Oracle Service Request Required 6

7 Action Required to Enable Feature Feature Find in Conversation Improved Filter and Sorting Options for Search Results Cloud Document Adapter for Oracle Documents View Details for Underlying Social Objects Offline Panel Option to Auto-Publish Offline Changes Restore Deleted Messages Web Client Improvements Filter Search Results by Posting User Cloud Document Adapter for Oracle Documents Restore Deleted Messages Administration Improvements Social Object Visibility Settings Global Notification Option Developer Improvements Cloud Storage Services API Conferencing Services API Social Plugin Explorer API Reference Automatically Available End User Action Required Administrator Action Required Oracle Service Request Required 7

8 UPDATES TO SOCIAL IN ORACLE APPLICATIONS CLOUD The Social user interface in Oracle Applications Cloud includes the following new features: Global search Expanded navigation menu Upload documents from cloud document stores View and create document annotations Documents view in Conversations and walls Recent activity, trending items, and contacts panels Mark items as favorites Real-time user presence in Conversations and walls Start web conferences Start Conversations with groups Restore deleted messages Add referring items to Social Objects, Conversations, and walls Change display language of Conversations and walls View items a group is a member of Discard Conversations Rename folders GLOBAL SEARCH You can search everything in Oracle Social Network at once with a global search. See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I search? EXPANDED NAVIGATION MENU The Oracle Social Network navigation menu has been expanded to include Overview, My Wall, and Favorites. 8

9 Oracle Social Network Navigation Menu See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud UPLOAD DOCUMENTS FROM CLOUD DOCUMENT STORES If you have an account with a cloud document store (for example, Google Drive), you can add a file from the cloud to Oracle Social Network. See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I share a document with others? VIEW AND CREATE DOCUMENT ANNOTATIONS Annotations provide a way to comment on a document. You can view and create annotations when previewing the document. For example, using annotations you can add a pushpin marker to a document preview, and enter a comment about the document right where the pushpin is placed. Each person's annotations appear in a unique color, making it easy to follow who said what. 9

10 Document Annotations See the Oracle Social Network help: o o Social Networking In > Oracle Applications Cloud > How do I view document annotations? Social Networking In > Oracle Applications Cloud > How do I annotate a document? DOCUMENTS VIEW IN CONVERSATIONS AND WALLS You can view a list of all documents and folders in a Conversation or wall by clicking the Documents tab in the Conversation or wall. Documents View 10

11 See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I view a document? RECENT ACTIVITY, TRENDING, AND CONTACTS PANELS You can see the most recent messages in the Recent Activity section on the right side of the Social panel. It includes the following sections: Recent Activity Displays the most recent actions of the people you follow and objects you re a member of. Trending Displays the Conversations, collections, hashtags, Social Objects, and walls with the most people in them at the moment. It also shows any conferences running in Conversations you re a member of. You can click to join the conference. Contacts Displays your list of contacts and the contacts presence. You can click a contact to quickly open a one-on-one Conversation or view the person's profile. Note: If the sections on the right don t appear, your browser window is not wide enough. Expand the browser window to see it. 11

12 Recent Activity, Trending, and Contacts Panels See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I open the Social panel to view social activity? MARK ITEMS AS FAVORITES You can mark walls, Conversations, or messages as favorites to quickly access items you refer to frequently. 12

13 See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I mark a wall, Conversation, or message as a favorite? REAL-TIME USER PRESENCE IN CONVERSATIONS AND WALLS A colored border appears around the users pictures to indicate people's presence that is, whether they are online (a green full circle), online but inactive (a yellow three-quarter circle), or offline (a gray half-circle). Presence is shown for your contacts in the Contacts panel and in Conversations and walls. Presence Indicators See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I collaborate and socialize in the social network? START WEB CONFERENCES You can start a web conference from a Conversation or a wall (if the server supports web conferences and you have a web conference account). See the Oracle Social Network help: o o Administration > Managing Conferencing Social Networking In > Oracle Applications Cloud > How do I start a web conference? 13

14 START CONVERSATIONS WITH GROUPS You can easily start a Conversation with a whole group from the group s wall. See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I start a Conversation with a group? RESTORE DELETED MESSAGES When a user deletes a message, message, click. appears where the message used to be. To restore the deleted Note: Only a service administrator, the person who posted the message, or the person who deleted the message can restore the deleted message. See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I delete a message? ADD REFERRING ITEMS TO SOCIAL OBJECTS, CONVERSATIONS, AND WALLS Referring items are the Social Objects and collections that an item has been added to. You can add referring items to a Social Object, Conversation, or wall to relate the item they re working on back to its associated Social Object or group it with other similar items in a collection. Grouping items in like this makes it easier to find all associated content. See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I view or add referring items to a Conversation or wall? CHANGE DISPLAY LANGUAGE OF CONVERSATIONS AND WALLS System messages in a Conversation or wall can appear in a language other than the default language, by changing the language setting. The language setting affects all members' views of the Conversation or wall. Any system messages posted after the language is changed will appear in the new language. System messages that were there before the language change, however, remain in the language that was in place when they were posted. Messages and files posted to the Conversation or wall are unaffected; that is, they appear in the language they were written in. 14

15 See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I change a Conversation or wall s language? VIEW ITEMS A GROUP IS A MEMBER OF You can view the Conversations and walls a group is a member of by clicking the Member Of tab while viewing a group. See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I see which Conversations and walls a group is a member of? DISCARD CONVERSATIONS If you created a Conversation that you don't need or don't need to refer to anymore, you can delete it, but you must be the only member. See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I delete a Conversation? RENAME FOLDERS You can rename a folder from the Documents tab. See the Oracle Social Network help: Social Networking In > Oracle Applications Cloud > How do I rename a folder? 15

16 DESKTOP CLIENT IMPROVEMENTS Oracle Social Network Desktop provides easy access to Oracle Social Network from your computer desktop. The Desktop Client improvements include: Support for federated SSO Option to save open tabs on exit Find text, unread messages, or flagged messages in a Conversation Improved filter and sorting options for search results Cloud document adapter for Oracle Documents Context menu for search results Add related Conversations to offline briefcase Restore deleted messages SUPPORT FOR FEDERATED SSO Oracle Social Network now supports login through federated SSO. OPTION TO SAVE OPEN TABS ON EXIT By default, your open tabs are saved when you exit Oracle Social Network Desktop. The next time you log on, the Detail window opens, showing those saved tabs. You can change this option in your settings. See the Oracle Social Network help: Desktop > Configuring Your Settings > How do I prevent my previously opened tabs from showing up when I reconnect? FIND IN CONVERSATION You can search a Conversation or wall for unread messages, flags assigned to you, or messages or documents that include specific text. The controls in the Posts header enable you to find and navigate the results. Unread Messages Controls 16

17 Flags Controls Text Search Controls See the Oracle Social Network help: Desktop > Getting Started > What is the Detail window? IMPROVED FILTER AND SORTING OPTIONS FOR SEARCH RESULTS You can filter search results by result type (for example, Conversations or documents). Filter Options 17

18 After filtering by a result type, additional filter and sort options become available. Additional Sort and Filter Options See the Oracle Social Network help: Desktop > Using Hashtags/Search > How do I search? CLOUD DOCUMENT ADAPTER FOR ORACLE DOCUMENTS Oracle Social Network includes a cloud document adapter to integrate with Oracle Documents. See the Oracle Social Network help: o o o Administration > Cloud Document Services Desktop > Configuring Your Settings > How do I allow Oracle Social Network to access my cloud documents? Desktop > Working with Documents > How add documents? 18

19 CONTEXT MENU FOR SEARCH RESULTS You can right-click a search result to see actions associated with the result type. Search Results Context Menu See the Oracle Social Network help: Desktop > Using Hashtags/Search > How do I search? ADD RELATED CONVERSATIONS TO OFFLINE BRIEFCASE When you add items to your offline briefcase, if the item includes related Conversations, you ll be asked if you want to add the related Conversations to your briefcase as well. See the Oracle Social Network help: Desktop > Working Offline > How do I add an item to my Offline Briefcase? 19

20 RESTORE DELETED MESSAGES When a user deletes a message, message, the user can click appears where the message used to be. To restore the deleted to restore the message. Note: Only a service administrator, the person who posted the message, or the person who deleted the message can restore the deleted message. See the Oracle Social Network help: Desktop > Working with Messages > How do I delete a message? 20

21 ADD-IN FOR OUTLOOK IMPROVEMENTS Oracle Social Network Add-In for Outlook provides access to Oracle Social Network from within Microsoft outlook. The add-in improvements include: Support for federated SSO Invite contacts from your Outlook address book to Oracle Social Network Find text, unread messages, or flagged messages in a Conversation Improved filter and sorting options for search results Cloud document adapter for Oracle Documents View details for underlying Social Objects Offline panel Option to auto-publish offline changes Restore deleted messages SUPPORT FOR FEDERATED SSO Oracle Social Network now supports login through federated SSO. INVITE CONTACTS FROM YOUR OUTLOOK ADDRESS BOOK If extended collaboration is enabled, you can invite people from your Outlook address book to join Oracle Social Network. Inviting users makes it easier to collaborate with them. You can invite a person by opening the contact, then clicking Invite from the Oracle Social Network actions in the Outlook ribbon. An is sent to the contact inviting them to join Oracle Social Network. Invite Button STEPS TO ENABLE To enable extended collaboration: 1. Log in to Oracle Social Network as an administrator. 2. From the Administration UI, click Extended Collaboration. 3. Enable the Invitations option. 21

22 4. Edit the Employee Whitelist or Outside Users Whitelist as needed to specify domains where users can be invited from. 5. Add your company's "base" domains into the Employee Whitelist field. For example, if you log in to Oracle Social Network as put example.com in the Employee Whitelist field. If you skip this step, you will be unable to log in to Oracle Social Network after saving your change and logging out. See the Oracle Social Network help: o o Administration > Managing Collaboration Outlook > Working with People > How do I invite my contacts from my Outlook address book to join Oracle Social Network? FIND IN CONVERSATION You can search a Conversation or wall for unread messages, flags assigned to you, or messages or documents that include specific text or that were posted by a particular person. The controls in the Posts header enable you to find and navigate the results. Unread Messages Controls Flags Controls Text Search and Posted By Controls 22

23 See the Oracle Social Network help: Outlook > Using Conversations > How do I find items in a Conversation or wall? IMPROVED FILTER AND SORTING OPTIONS FOR SEARCH RESULTS You can filter search results by result type (for example, Conversations or documents). After filtering by a result type, additional filter and sort options become available. To see additional filter options, click. Additional Filter Options To see additional sort options, click the options menu (click select Sort. on the Search Results banner), then 23

24 Additional Sort Options See the Oracle Social Network help: Outlook > Using Search > How do I run a search? CLOUD DOCUMENT ADAPTER FOR ORACLE DOCUMENTS Oracle Social Network includes a cloud document adapter to integrate with Oracle Documents. See the Oracle Social Network help: o o o Administration > Cloud Document Services Outlook > Configuring Your Settings > How do I connect to my documents in the cloud? Outlook > Using Documents/Folders > How add files to a Conversation or wall? 24

25 VIEW DETAILS FOR UNDERLYING SOCIAL OBJECTS A Social Object might include a link back to the associated record in the source system (for example, customer relationship management, enterprise resource planning, or human capital management). If available, you can open the source record by clicking View Details in the options menu (click on the Social Object banner) or at the bottom of the list of the Social Object's attributes. See the Oracle Social Network help: Outlook > Using Social Objects > How do I view the details of a Social Object? OFFLINE PANEL You can view a list of the Conversations you ve downloaded for offline use by clicking navigation bar. on the Offline Panel See the Oracle Social Network help: Outlook > Working Offline OPTION TO AUTO-PUBLISH OFFLINE CHANGES You can set your offline preferences to automatically publish changes you make to offline items. The changes are posted when you connect to your account. 25

26 See the Oracle Social Network help: Outlook > Configuring Your Settings > How do I set offline preferences? RESTORE DELETED MESSAGES When a user deletes a message, message, the user can click appears where the message used to be. To restore the deleted to restore the message. Note: Only a service administrator, the person who posted the message, or the person who deleted the message can restore the deleted message. See the Oracle Social Network help: Outlook > Using Conversations > How do I delete a message? 26

27 WEB CLIENT IMPROVEMENTS The Web client improvements include: Filter search results by posting user Cloud document adapter for Oracle Documents Restore deleted messages FILTER SEARCH RESULTS BY POSTING USER You can filter search results by the person who posted the item. After performing a global search, you can enter a name in the Posted By box, and select a user from the drop-down list. See the Oracle Social Network help: Getting Started > Everyday Tasks > How do I search? CLOUD DOCUMENT ADAPTER FOR ORACLE DOCUMENTS Oracle Social Network includes a cloud document adapter to integrate with Oracle Documents. See the Oracle Social Network help: o o o Administration > Cloud Document Services Getting Started > Setting Up > How can I connect to my documents in the cloud? Documents & Folders > Working with Documents > How do I add a document from a cloud document store? RESTORE DELETED MESSAGES When a user deletes a message, message, the user can click appears where the message used to be. To restore the deleted to restore the message. Note: Only a service administrator, the person who posted the message, or the person who deleted the message can restore the deleted message. See the Oracle Social Network help: Conversations > Managing Messages > How do I delete a message or reply? 27

28 ADMINISTRATION IMPROVEMENTS Oracle Social Network includes the following administration improvements: Social Object visibility settings - Allow Public and Default Visibility setting Global notification option SOCIAL OBJECT VISIBILITY SETTINGS Social Object visibility settings affect whether users can make Social Definition instances (Social Objects) public, and the default setting for new Social Objects. If you set the Social Object to be discoverable, the Social Definition displays in the Social Objects dropdown list in the user interface, and users can make Social Objects public in the same way they would make a Conversation public. Public Social Objects appear in search results and in the Available area on the Social Objects page. If the Social Object isn t discoverable, the user does not see the Social Definition or any of its Social Objects unless it is shared with them. The Default Visibility Setting specifies whether newly-created Social Objects are publicly available or members-only by default. After the Social Object is created, users can change this setting. STEPS TO ENABLE 1. Log in to Oracle Social Network as an administrator. 2. From the Administration UI, click Social Definitions. 3. Select the Social Definition that you want to change. Its properties page opens. 4. Under Visibility, enable or disable Allow Public (Discoverable) Social Objects. 5. Select a Default Visibility Setting. See the Oracle Social Network help: Administration > Social Definitions > Editing Social Definition Properties GLOBAL NOTIFICATION OPTION The Notifications setting allows you to globally enable or disable notifications. When enabled, notifications are sent, based on user settings. STEPS TO ENABLE 1. Log in to Oracle Social Network as an administrator. 2. From the Administration UI, click General. The General page is displayed by default when you enter the Administration section of the user interface. 3. Under Notifications, enable or disable Notifications. 28

29 See the Oracle Social Network help: Administration > General Properties > Editing General Properties 29

30 DEVELOPER IMPROVEMENTS Oracle Social Network includes the following developer improvements: Cloud Storage Services API Conferencing Services API Social Plugin Explorer API Reference CLOUD STORAGE SERVICES API Users with the developer privilege or the service administrator privilege can add and manage Oracle Social Network cloud storage services using the REST API. Oracle Social Network integrations with cloud document stores let users collaborate on cloud files as easily as on files that originate from the desktop. Oracle Social Network integrates with Google Drive, Dropbox, WebDAV, Oracle Documents, and Microsoft OneDrive out-of-the-box. In addition we provide an SDK that you can use to create additional conferencing services. CONFERENCING SERVICES API Users with the developer privilege or the service administrator privilege can add and manage Oracle Social Network conferencing services using the REST API. A conferencing service lets users run on-demand meetings across many locations. Oracle Social Network integrations with conferencing services let users start conferences from within the client user interface. The Cisco Web Meetings (WebEx) product is integrated into Oracle Social Network out-of-the-box. In addition we provide an SDK that you can use to create additional conferencing services. SOCIAL PLUGIN EXPLORER API REFERENCE The Social Plugin API URL reference documentation shows the URLs that correspond to OSN views, giving developers access to a wide range of Social Plugin functionality

31 Copyright 2016, Oracle and/or its affiliates. All rights reserved. This document is provided for information purposes only, and the contents hereof are subject to change without notice. This document is not warranted to be error-free, nor subject to any other warranties or conditions, whether expressed orally or implied in law, including implied warranties and conditions of merchantability or fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no contractual obligations are formed either directly or indirectly by this document. This document may not be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our prior written permission. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. 31

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