Oracle Portal. Building Portals. Release January, 2001 Part No. A

Transcription

1 Oracle Portal Buildig Portals Release Jauary, 2001 Part No. A

2 Oracle Portal Buildig Advaced Portals Release Part No. A Copyright 1996, 2000, Oracle Corporatio. All rights reserved. Primary Author: Vaessa Wag Cotributig Authors: Susa Barto, Marcie Caccamo, ad Frak Rovitto Cotributors: Tim Harkess, Jeae Kramer, William Lakeau, Steve Leug, Dave Mathews, Darre McBurey, Dmitry Noki, Nacy Teh, Todd Veder, Harry Wog, Hui Zeg The Programs (which iclude both the software ad documetatio) cotai proprietary iformatio of Oracle Corporatio; they are provided uder a licese agreemet cotaiig restrictios o use ad disclosure ad are also protected by copyright, patet, ad other itellectual ad idustrial property laws. Reverse egieerig, disassembly, or decompilatio of the Programs is prohibited. The iformatio cotaied i this documet is subject to chage without otice. If you fid ay problems i the documetatio, please report them to us i writig. Oracle Corporatio does ot warrat that this documet is error free. Except as may be expressly permitted i your licese agreemet for these Programs, o part of these Programs may be reproduced or trasmitted i ay form or by ay meas, electroic or mechaical, for ay purpose, without the express writte permissio of Oracle Corporatio. If the Programs are delivered to the U.S. Govermet or ayoe licesig or usig the programs o behalf of the U.S. Govermet, the followig otice is applicable: Restricted Rights Notice Programs delivered subject to the DOD FAR Supplemet are "commercial computer software" ad use, duplicatio, ad disclosure of the Programs, icludig documetatio, shall be subject to the licesig restrictios set forth i the applicable Oracle licese agreemet. Otherwise, Programs delivered subject to the Federal Acquisitio Regulatios are "restricted computer software" ad use, duplicatio, ad disclosure of the Programs shall be subject to the restrictios i FAR , Commercial Computer Software - Restricted Rights (Jue, 1987). Oracle Corporatio, 500 Oracle Parkway, Redwood City, CA The Programs are ot iteded for use i ay uclear, aviatio, mass trasit, medical, or other iheretly dagerous applicatios. It shall be the licesee's resposibility to take all appropriate fail-safe, backup, redudacy, ad other measures to esure the safe use of such applicatios if the Programs are used for such purposes, ad Oracle Corporatio disclaims liability for ay damages caused by such use of the Programs. Oracle is a registered trademark, ad PL/SQL is a trademark or registered trademark of Oracle Corporatio. Other ames may be trademarks of their respective owers.

3 Cotets Sed Us Your Commets... ix Preface... xi Iteded Audiece... Prerequisites... Example Sceario... Structure... Related Documets... Covetios... xi xi xii xii xiii xiii 1 What Is Oracle Portal? 1.1 How Does Oracle Portal Work? Pages What are "portlets"? Cotet Areas What s the Differece Betwee Cotet Areas ad Pages? Applicatios Security Puttig It All Together Examples i the Buildig Advaced Portals maual Simple itraet portal Lie of busiess portal Huma Resources portal Iformatio repository iii

4 2 Plaig Your Web Cotet 2.1 Plaig Pages Step 1: Determie Your Audiece Step 2: Get The Data Step 3: Develop a Look ad Feel Step 4: Orgaize the Page Step 5: Cosider Security Plaig Cotet Areas Gatherig Iformatio Iformatio Aalysis Troubleshootig Your Cotet Area Structure All of My Cotet Areas Have the Same Categories Item Level Security is Required Everywhere I Do Not See Liks to My Perspectives My Categories Do Not Appear i the Cotet Area Map Creatig a itraet portal ad addig simple portlets 3.1 Create a page Add customized HTML code as a portlet Add ad customize a Favorites portlet Add the Favorites portlet Add a ew favorite lik Remove a existig favorite lik Create a evet caledar ad add it as a portlet Create a evet caledar usig the Create Caledar Wizard Create a form to update the caledar Chage the appearace of the form Create a database sequece for the form Create a lik betwee the form ad the caledar Create a butto o the caledar to access the form Add the caledar as a portlet Displayig the portal to others Summary iv

5 4 Creatig a lie of busiess page for your itraet portal 4.1 Create a tabbed page ad add a page as a portlet Add a existig folder as a portlet Create a sales chart portlet that liks to a report Create the report Testig the sales report Create a lik to your sales report Create a sales chart Test the chart with liks Display the chart as a portlet Create a multi-tabbed regio cotaiig two charts Use the available charts Add the charts to the same portlet Create a multi-tabbed regio cotaiig a form, report, ad chart Create a sales commissio chart Create a sales commissio report Create two LOVs for the commissio search form Create DEPARTMENT_LOV static list of values Create EMP_LOV dyamic list of values with a bid variable Create a commissio search form Add the chart, report, ad form to the same portlet Create a customer etry form Create a database sequece Create a REGION LOV for the form Create a customer etry form Create a product report Create a meu cotaiig liks Create two liks for your meu Create a meu Add the meu as a portlet Summary Creatig a Huma Resources portal with security 5.1 Create three tabs for your itraet portal Create a employee search form that liks to a orgaizatio chart v

6 vi Create a team orgaizatio chart Create a compay-wide orgaizatio chart Create a employee search form that liks to the team orgaizatio chart Create JOB_LIST dyamic list of values Create the employee search form Create compoets to display ad post job vacacies Create a form to look up a specific job vacacy Create a form to post or close a job vacacy Create a database sequece for the form Create three LOVs Create the Maager dyamic list of values Create the HR_CONTACTLOV dyamic list of values Create the Vacacy_Status static list of values Create the form to post or close job vacacies Create a lik to coect the vacacy report with the lookup form Create a report that displays all curret job vacacies Create a vacatio request ad approval system Create a vacatio request form Create a database sequece for the form Create EMP_LIST LOV Create the Vacatio Request form Create a vacatio approval form Create a caledar that displays requested vacatio dates Create a vacatio balace report Implemet security to cotrol display of compoets Apply security to the Vacatio Caledar Apply security to the Vacatio Approval Form Apply security to the Vacatio Balace Report Apply security to the Advertise Vacacy form Desig the tabs of the HR portal Add portlets to the Huma Resources tab Build the Maagers tab Build the HR Represetatives tab Summary

7 6 Creatig a iformatio repository 6.1 Upload cotet ad folder structure as a zip file Create categories Assig a category to a item Create perspectives Associate a ico with a perspective Assig a perspective to a item Create custom types Create attributes Create a custom item type Add a course descriptio Create a custom item type with a procedure call Add a beefits defiitio Chage the layout of a folder Chage regio properties Add a item to a regio Move a item to a differet regio Chage folder access privileges Publish objects as portlets Summary A Oracle Portal Admiistrator Tasks A.1 Creatig a user who ca build these examples... A-1 A.1.1 Create a user... A-1 A.1.2 Grat the user access to the casebook applicatio... A-2 A.1.3 Eable the user to publish objects as portlets... A-2 A.2 Creatig a group... A-3 A.3 Istallig the demo portals, schema, ad cotet areas... A-4 A.4 Grat access privileges to the schema... A-4 A.5 Create three groups for the Huma Resources portal... A-4 A.5.1 Create three users for the groups... A-4 A.5.2 Create the HR Maagers ad HR Represetatives groups... A-5 A.6 Create a Iside Healthy Livig Repository... A-6 vii

8 Glossary Idex viii

9 Sed Us Your Commets Oracle Portal Buildig Advaced Portals, Release Part No. A Oracle Corporatio welcomes your commets ad suggestios o the quality ad usefuless of this documet. Your iput is a importat part of the iformatio used for revisio. Did you fid ay errors? Is the iformatio clearly preseted? Do you eed more iformatio? If so, where? Are the examples correct? Do you eed more examples? What features did you like most? If you fid ay errors or have ay other suggestios for improvemet, the idicate the documet title ad part umber, ad the chapter, sectio, ad page umber (if available). You ca sed commets to us i the followig ways: Electroic mail: webdbdoc@us.oracle.com If you have problems with the software, cotact your local Oracle Support Services. ix

10 x

11 Preface Welcome to the Oracle Portal Buildig Advaced Portals Maual! The examples i this book are iteded to help you lear about Oracle Portal ad its advaced features. Iteded Audiece Prerequisites This book is iteded for ayoe who uses Oracle Portal to build portals. The eeds of advaced users are addressed. If you are ew to Oracle Portal ad portal techology, refer to the Oracle Portal 3.0 Tutorial cotaied o the Oracle Portal 3.0 CD. Each chapter cotais step-by-step istructios to build a portal ad its related applicatios from start to fiish. Each portal that you build will demostrate how to use may of Oracle Portal s powerful features. This book is iteded for advaced Portal users, who are familiar with the Oracle Portal Release 3.0 eviromet. If you are ufamiliar with Oracle Portal, or would like to lear more about the basic cocepts of Oracle Portal, see the Oracle Portal Tutorial. You must have a Web browser istalled o your machie. The miimum ad recommeded requiremets are: Microsoft Iteret Explorer (Service Pack 1) or 5.0 Netscape Commuicator or 4.72 xi

12 Example Sceario You should be familiar with usig your Web browser. For example, you should kow how to start your Web browser ad be familiar with the basic user iterface elemets, such as hypertext liks. You must set up or obtai the followig iformatio from your portal admiistrator: A user ame ad password to log o to Oracle Portal The URL of the Oracle Portal home page The sample portals ad cotet areas provided o Cotact your portal admiistrator, or refer to Appedix A.3, "Istallig the demo portals, schema, ad cotet areas" for more iformatio. For iformatio about istallig ad cofigurig Oracle Portal, see the Oracle Portal Release 3.0 Cofiguratio Guide. For the purposes of the examples cotaied i this maual, you are buildig portals for employees of Healthy Livig Wholesalers, a compay that provides health ad fitess products. Structure This book cotais the followig chapters: Chapter 1, "What Is Oracle Portal?" Chapter 2, "Plaig Your Web Cotet" Chapter 3, "Creatig a itraet portal ad addig simple portlets" Briefly itroduces you to the Oracle Portal eviromet ad cocepts. Provides recommedatios for buildig a portal, ad requiremets you should keep i mid before begiig developmet. Explais how to build a page ad add portlets. Also describes how to build a caledar applicatio usig liks ad database sequeces. xii

13 Chapter 4, "Creatig a lie of busiess page for your itraet portal" Chapter 5, "Creatig a Huma Resources portal with security" Chapter 6, "Creatig a iformatio repository" Appedix A, "Oracle Portal Admiistrator Tasks" "Glossary" Explais how to build a portal specifically for a lie of busiess: the Healthy Livig Wholesalers Sales departmet. Describes how to add pages to a existig portal, as well as how to create report, form, meu, ad chart compoets. Also demostrates how to create multi-tabbed portlets, dyamic ad static lists of values, ad database liks. Explais how to build a portal for a Huma Resources departmet, where three differet types of users have customized views of the portal. Describes how to implemet security to pages ad tabs, as well as idividual compoets. Also demostrates how to build hierarchies ad reports based o SQL queries. Shows how to leverage iformatio from a existig cotet area i the portal. Explais how to build a cotet area to cotai iformatio for a compay, such as HTML pages, text files, ad images. Describes how to create a user for Oracle Portal who ca create portals i the database. Explais termiology specific to Oracle Portal. Related Documets Covetios For more iformatio, see the followig mauals i the Oracle Portal Release 3.0 documetatio set: Oracle Portal Release 3.0 Tutorial Oracle Portal 3.0 Release Notes The followig covetios are also used i this maual: xiii

14 Covetio bold text moospace text italic text Meaig Bold text idicates a term defied i the text, the glossary, or i both locatios. Bold text also idicates butto ames, labels, liks, ad other user iterface elemets. Moospace text idicates text that you eed to eter. Italic text is used for emphasis, ad to idicate a cross-referece to aother maual. <> Agle brackets eclose user-supplied ames. Substitute a appropriate value. [ ] Brackets eclose optioal clauses from which you ca choose oe or oe. xiv

15 1 What Is Oracle Portal? This chapter itroduces some basic iformatio about Oracle Portal, ad provides a brief itroductio to the examples preseted i this book. Sectios icluded are: Sectio 1.1, "How Does Oracle Portal Work?" Sectio 1.2, "Examples i the Buildig Advaced Portals maual" 1.1 How Does Oracle Portal Work? Oracle Portal helps you efficietly maage, access, ad iteract with iformatio by eablig you to create three distict etities: cotet areas, which provide a built-i structure for orgaizig, classifyig, ad cross-referecig items i a Web site; applicatios, which allow you to isert, maitai, ad display data from your Oracle 8i database; ad pages, which make data from your cotet areas, applicatios--eve sources outside your itraet--accessible from a sigle locatio. Eve after you become familiar with these cocepts, usig the product to its fullest potetial requires a solid uderstadig of how all the pieces fit together. Let s take a look at the followig illustratio: What Is Oracle Portal? 1-1

16 How Does Oracle Portal Work? Figure 1 1 Oracle Portal Cotet Areas, Pages, ad Applicatios It is importat to realize that the placemet of pages, portlets, ad portlet providers i the ceter is sigificat. Although you ca use Oracle Portal to create cotet areas ad/or applicatios without ever creatig or usig pages, the focus of Oracle 1-2 Oracle Portal Buildig Advaced Portals

17 How Does Oracle Portal Work? Portal is really to eable you to build portals. A portal is a Web-based applicatio that eables your users to access cotet areas, exteral Web sites, other applicatios, ewsfeeds, ad other useful iformatio. I very simple terms, a portal makes chuks of iformatio, usually from disparate data sources, accessible from a sigle etry poit. That etry poit is called a page. For example, a fiacial aalyst s page would likely iclude relevat fiacial iformatio from real-time Iteret-based stock quotes, fiacial reports from a olie repository, ad access to the legacy fiacial accoutig ad bakig systems. Noe of these data sources are iheretly similar, or eve kow aythig about each other; yet with Oracle Portal, they ca all be preseted side-by-side, right o the same page Pages As metioed, a page is really the face of the portal: what users see ad use to iteract with the cotet of the portal. The appearace of the page--that is, the colors ad fots i which the page is redered--is cotrolled by the page style. Each page is divided ito rectagles or squares called regios. Withi each regio, you ca place oe or more portlets. A portlet is a re-usable iformatio compoet that summarizes or provides access to a iformatio source. Portlets are the fudametal buildig blocks of a Oracle Portal page What are "portlets"? You ca thik of portlets as "Web compoets" which display excerpts of other Web sites ad geerate summaries of key iformatio. These portlets ca the be collected with other portlets so that users have easy access to frequetly used sites ad iformatio, all from oe page. Oracle Portal uses portlets to itegrate both structured ad ustructured data ito a sigle, persoalized view. You ca use portlets to access early ay type of Web-accessible iformatio, such as files published o the corporate itraet, reports o data maaged by eterprise applicatios, ad ews or stock quotes from the Iteret. Here are some commo uses for portlets: Cetralizig access to itraet sites. Withi large orgaizatios with may itraet sites, users are ofte cofused about where to go to fid the specific iformatio they eed to do their jobs. Oracle Portal makes it easy to gather liks to all these sites i oe place, the orgaize these access poits so that users ca readily access frequetly-used sites from their ow persoalized portal. Publishig iformatio ad documets. You ca easily put cotet o the Web usig Oracle Portal because all editig ad file uploadig ca be doe through What Is Oracle Portal? 1-3

18 How Does Oracle Portal Work? your Web browser. You ca arrage your cotet ito folders, the place these folders as portlets ito ay portal. Doig so eables you to customize the specific cotet you see o that page. Itegratig dyamic data services. You ca use portlets to reder cotet provided from exteral data sources i your ow portal. For example, you ca display real-time ews stories ad weather reports. Providig a iterface to Web applicatio. Orgaizatios may have may differet applicatios which users eed to perform their duties, but it is ot always efficiet for users to frequetly avigate through etire applicatios to fid a small piece of specific, dyamic iformatio. Istead, you ca use portlets to automatically log i to a particular applicatio (or its data source), retrieve a summary of the ecessary iformatio, ad display the summary as a part of the portal. Itegratig with other corporate systems. Orgaizatios have may differet, ad perhaps icompatible, systems withi their itraets for performig differet fuctios. Portlets eable you to preset a cosistet iterface to the various systems. A portlet belogs to a portlet provider that has bee registered with Oracle Portal. Each portlet ca have oe ad oly oe provider; a provider may have oe or more tha oe portlet that exposes a uderlyig applicatio or data source. Applicatios, cotet areas--eve other pages--ca all be portlet providers, because elemets from each ca be placed withi a regio o a page as portlets. Withi a cotet area, avigatio bars, folders, categories, ad perspectives ca all be published as portlets. Withi a applicatio, compoets such as meus, forms, reports, ad so o ca become portlets. The dashed lies i Figure 1 1 represet the ability of each object to be published as a portlet. For example, you might create a avigatio bar i a cotet area, publish the avigatio bar to the portal, the iclude the avigatio bar as a portlet o a page. If Yahoo! was a portlet provider, you might have portlets such as local televisio listigs, your caledar, your Yahoo accout, ad so o. Oracle Portal provides istructios for creatig your portlet providers i the Portal Developmet Kit (PDK), so you ca eve make data from your proprietary applicatios available to your pages. For more iformatio, see Oracle Portal Release 3.0 Developmet Kit or visit Each provider is defied, registered, ad maitaied withi a sigle istace (ode) of Oracle Portal. Oce a provider is registered with a Oracle Portal ode, its portlets are available to be placed o a page. A local ode is the istace of Oracle Portal to which you are logged o; a remote ode is aother istace. I Figure 1 1, 1-4 Oracle Portal Buildig Advaced Portals

19 How Does Oracle Portal Work? Cotet Areas Node 4 is cosidered the local ode. Although Node 4 is the oly ode show i detail, Node 3, which cotais aother istace of Oracle Portal, would most likely embody a similar structure. Nodes 1 ad 2 represet participats i the Oracle E-Busiess Portals Parter Iitiative, which is dedicated to fosterig a commuity of outside parters to develop cotet ad solutios built aroud Oracle Portal. The solid lies tipped with arrows from each of these odes suggest that they have bee added to the local ode as remote odes. By doig so, the local ode gais access to all portlets available o these odes for use o locally created pages. Oracle Portal provides two methods of creatig portlets. You ca use the Oracle Portal user iterface to either leverage exteral iformatio sources or to create your ow applicatios or cotet areas that display as portlets. Note: For the purposes of this chapter, a sample cotet area focusig o the etertaimet idustry has bee created. See Table 2 1 o page 6 ad Table 2 2 o page 7 for a complete descriptio of the Etertaimet cotet area. Each cotet area is made up of folders, i which items are stored. Withi the Etertaimet cotet area, for example, there is a folder for Dace, oe for Music, ad so o. Withi each folder are items: files, URLs, images, eve other folders that relate to the folder i which they are cotaied. A item i this cotet area might be a review of a evet writte up by a reporter from the local ewspaper. Just as the appearace of a page is cotrolled by the page style applied to the page, so is the appearace of a folder cotrolled by the cotet area style applied to the folder. Navigatio bars, which help you move quickly to key areas of the cotet area, are also cotrolled by cotet area styles. Cotet area styles ad page styles are distict etities, however: you caot apply a cotet area style to a page, or a page style to a folder or avigatio bar. The layout of a folder is also determied by the cotet area style. Followig alog with the diagram, ext come some classificatios that help characterize a item: A attribute helps describe the item. For example, every item has attributes for the display ame, descriptio, ad whe the item should appear o the cotet area. Each item must be assiged to a category, which helps aswer the questio What type of item is this? I the Etertaimet cotet area, the categories Artist/Performer, Poster, Review, ad so o have bee established. Users ca search o a category to gather iformatio from all of the folders. By searchig What Is Oracle Portal? 1-5

20 How Does Oracle Portal Work? o the category Recordig, for example, all recordigs from Dace, Music, Movies, ad the other folders are retured. Fially, a item may be further characterized by ay perspectives assiged to the item. Perspectives are iteded to aswer the questio, Who might be iterested i this item? The etertaimet perspectives iclude time period (17th Cetury to 1990s), audiece (Adult, Family, Tees), veue (Live or Outdoors), ad cotet (Image, Audio, etc.), amog others. For iformatio o how to pla your cotet areas, see Plaig Cotet Areas o page What s the Differece Betwee Cotet Areas ad Pages? Now that you ve reviewed the basic cocepts behid cotet areas ad pages, you may still be woderig how they really differ, ad how you ca determie which oe(s) you eed to build. There are two key differeces: Create a cotet area whe you have may users who eed to store ad maage a lot of iformatio i a hierarchical structure. Create a page whe you wat to preset each perso or group with a differet collectio of iformatio from a variety of sources (which may or may ot iclude data from a cotet area). While a cotet area ofte makes sese to the people maitaiig it, it ca sometimes be difficult for cosumers to fid the iformatio they eed. A page, o the other had, exposes just the iformatio the user eeds, regardless of where it exists i the cotet area s folder structure. For example, suppose the folder structure i your cotet area reflects how resposibilities are distributed withi your orgaizatio, rather tha embracig a more logical structure easily uderstood by everyoe. People who have bee i the orgaizatio for a log time may kow to look uder the Huma Resources folder for iformatio o Facilities, sice they report through the same maagemet chai, but users outside your orgaizatio or those ew to the group wo t be privy to this isider iformatio. However, by publishig the Facilities folder as a portlet ad placig it o a page, users who eed this iformatio ca access it quickly, without havig to kow or care where it resides i your Web site Applicatios Oracle Portal compoets, such as meus, reports, forms, caledars, ad so o, may be used idividually or may be coected to produce complete Web-based 1-6 Oracle Portal Buildig Advaced Portals

21 How Does Oracle Portal Work? Security Puttig It All Together database applicatios. For example, a employee expese chart may lik to a report that details idividual expeses. Whe you publish a applicatio s compoet as a portlet, that applicatio becomes a portlet provider. Each applicatio you build i Oracle Portal is based o a schema i the database. I additio, you ca create ad maage other database objects for use by applicatio compoets, such as schemas, tables, views, stored procedures, ad so o. For example, you might create a table object ad use it to maage data iserted/updated/deleted by a form compoet. The data withi the table ca the be displayed to users through a chart or report compoet. The letters ACL you see ext to some of the boxes stad for Access Cotrol List. The ACL cotrols which users ad groups may access the object, ad to what extet. For example, if you wated all the users i a group to be able to see the items i a folder o a cotet area, i the folder s ACL you would grat that group View privileges. Cotet areas, folders, ad items all have ACLs, as do pages, compoets, schemas, ad applicatios. ACLs are just oe way you ca cotrol access to objects withi Oracle Portal. You ca also use global privileges to grat access to all objects of a give type. For example, gratig the Create privilege for All Pages to a group eables all members of the group to create pages. (If the ACL ad a global privilege coflict, the higher privilege level prevails.) Now let s see how all these pieces might look o a page. The followig illustratio depicts a very simple example of how you might brig together data from three differet sources together o a sigle page: What Is Oracle Portal? 1-7

22 Examples i the Buildig Advaced Portals maual Notice that the folder i the cotet area cotais regios, as do pages. A folder regio cotais items; a page regio cotais portlets. As you ca see, oly oe of the folder regios depicted actually appears o the page. You ca do this by publishig the folder as a portlet, the usig the Customize lik to exclude all other folder regios except the oe you wat to display. Aother regio o the page cotais a form from a applicatio you built with Oracle Portal. Fially, you populate your third page regio with a portlet provided by a exteral busiess parter. This simple example demostrates how easy it is to create completely customized sets of iformatio for idividual users or groups. Note: For a graphical itroductio to Oracle Portal, visit the Oracle Portal Quick Tour i the olie help system or at Examples i the Buildig Advaced Portals maual The examples cotaied i this maual are iteded to provide you with a startig poit for buildig your ow itraet portals usig Oracle Portal. This maual describes two scearios: the basic itraet portal ad a lie of busiess portal. 1-8 Oracle Portal Buildig Advaced Portals

23 Examples i the Buildig Advaced Portals maual Simple itraet portal This portal example teaches you how to build a basic page for your itraet, ad add pre-built portlets that are provided with Oracle Portal. You will build a customizable HTML portlet, where you ca add your ow HTML. You will also lear how to build a caledar applicatio, where users ca add, delete, ad modify evets. I this example, you ll lear how to create a form, a caledar, ad a lik Lie of busiess portal This portal example teaches you how to add a page to the simple itraet portal. You will lear how to build chart compoets, the build a tabbed portlet that accesses these charts. You will also build several forms, reports, ad folders ad expose them as portlets o your portal page. You will also lear how to build a meu portlet to orgaize existig documets ad data, as well as documets you create Huma Resources portal Iformatio repository This portal example teaches you how to cotrol the display of compoets ad tabs withi a portal to eable you to create a customized workplace. You will lear how to build a team orgaizatio chart, as well as reports based o SQL queries. you will also lear how to build complex applicatios to display differet iformatio o the portal, depedig o the type of user. You will also lear how to leverage iformatio i a existig cotet area i a portal. This cotet area example teaches you how to build a repository of iformatio that cotais all types of iformatio, icludig text, documets, ad images. You will lear how to use a cotet area to create a iformatio repository that provides Healthy Livig employees with access to all the iformatio they eed i their day-to-day lives withi the compay. What Is Oracle Portal? 1-9

24 Examples i the Buildig Advaced Portals maual 1-10 Oracle Portal Buildig Advaced Portals

25 2 Plaig Your Web Cotet 2.1 Plaig Pages This chapter explais the plaig steps you should take before you start usig Oracle Portal. I particular, it covers a set of techiques you ca use to defie the overall structure of your Web cotet. Defiig this structure greatly simplifies the process of actually creatig cotet areas ad pages. Note: A sectio that addresses the plaig cosideratios for applicatios will be added i a future release. This chapter cotais the followig sectios: Sectio 2.1, "Plaig Pages" Sectio 2.2, "Plaig Cotet Areas" This sectio briefly discusses some of the issues you should cosider durig each phase of the plaig process. Of course, plaig ad creatig pages successfully is largely a matter of experiece: the more you create pages ad use them, or receive feedback from others who use them, the better you ll be able to determie what works ad what does t. You ll fid this sectio particularly helpful if you ve ever created Oracle Portal pages before Step 1: Determie Your Audiece The first thig you eed to thik about is who will use the page(s) you are about to create. Are you creatig a sigle page that oly you will see, or are you resposible for creatig separate home pages for several differet groups or idividuals? If you re creatig your ow page, of course, you have cosiderably more freedom, as you ca experimet with Oracle Portal to see what you like ad do t like. If you re Plaig Your Web Cotet 2-1

26 Plaig Pages creatig several differet pages, however, you should sped some time thikig about what kid of iformatio each user or group requires. Ask yourself the followig: Step 2: Get The Data Is there some iformatio that everyoe requires, such as a corporate bulleti board? Are there tools or applicatios that certai groups deped upo ad would like to access quickly? It s probably wise to meet with the user or group who will use your page to esure you have accurately idetified their eeds. Have the groups ad users already bee defied by the portal admiistrator? If ot, you may wat to see that this happes fairly quickly, as you ll eed the user ad group accouts to establish proper security. Are you creatig a cotet area to cotai the data at the same time you re creatig pages to access that data? This sceario ivolves may cosideratios: The cotet area ad pages may well be used by differet audieces. Make sure the folder structure reflects the eeds of your audiece, as described i Fill out the Item Worksheet. Be sure to publish each folder as a portlet if you re plaig to expose it o a page. Sice the page merely exposes the folder (or a portio of it), all updates to the folder are automatically reflected o the page. Keep i mid that cotet area attributes, such as categories ad perspectives, ca also be published to the portal ad placed o pages for the appropriate audieces. If you wat to publish oly certai items to the portal, keep those items cotaied withi a sigle folder regio. Whe you display a folder as a portlet, you ca select which regios withi the folder you wat to expose. Hit: Take a sheet of paper, write the ame of each group or user across the top, ad list the required iformatio/applicatios for each. After you ve listed the iformatio required by each user or group, your ext step is to determie how to make that iformatio available as portlets so you ca plug them ito the appropriate pages. Note: A lot of what you ca do here depeds upo how familiar you are with the cotet areas ad applicatios established for your eterprise. You may eed to elist the aid of the idividual or a group member for whom you are creatig the 2-2 Oracle Portal Buildig Advaced Portals

27 Plaig Pages page to fid out the ames of cotet areas, cotet area objects, applicatios, ad/or compoets. Take a look at the first group or user. Is ay of the data required from a Oracle Portal cotet area or applicatio? If so, check the portlet repository to see if the data ad/or applicatios have already bee published as portlets. Order the repository by Provider ad see if ay of the cotet areas or applicatios you eed are listed as providers. If you see a portlet that correspods to a eed you idetified i step 1, place a check mark ext to it o your worksheet. Keep i mid that cotet areas ad applicatios appear as providers oly whe a object belogig to that cotet area (like a avigatio bar or folder) or applicatio (like a form or meu) has bee published as a portlet. If you do t see a cotet area or applicatio listed, but you kow the object you re lookig for exists, use the Navigator to edit that object ad make sure the Publish As Portlet check box has bee selected. After you ve reviewed the portlet repository by Provider, you might wat to chage the View By criteria to Category to see if you ve overlooked ay iformatio that might be useful for a particular user or group. Of course, this fuctioality is useful oly if your portal admiistrator has already classified your portlets by category. Is ay of the iformatio you eed available o aother ode? If you do t kow the aswer to this questio, see if you ca obtai a user ame ad password to other istaces of Oracle Portal so you ca review those portlet repositories, or talk to someoe familiar with those odes. If you idetify a portlet o aother ode you d like to access, ask your portal admiistrator to add that ode as a remote ode so that its portlets ad providers appear i your portlet repository. Are ay of the required applicatios exteral to your eterprise? If so, ask your portal admiistrator to register them as Exteral Applicatios. The you ca add the Exteral Applicatio portlet to your page, customized to iclude oly the applicatios required by the user/group. Not oly does this provide quick access to the applicatio, but if the user registers his or her user ID ad password, Oracle Portal will log o to the applicatio for the user behid the scees each time it is lauched. Do you have ay static iformatio you wat to preset, such as a compay aoucemet or istructios for completig a task related to a particular group? If so, you ca use the HTML portlet provided by Oracle Portal, which allows you to eter HTML code, text, ad hyperliks to create ay cotet you wish. Note that there is a browser limit of 30,000 bytes of text. Plaig Your Web Cotet 2-3

28 Plaig Pages If the data or applicatio you eed does ot exist, but should, you ll probably have to cotact the appropriate perso to either add the ecessary cotet to a cotet area or create the required applicatio or compoet Step 3: Develop a Look ad Feel Oce you ve obtaied the data you eed, it s time to start thikig about the look ad feel of your page. The appearace of your page is primarily cotrolled by the page style, although the page baer has a big impact as well. Whe you re creatig your page style, you should scroll through the list of Available Style Elemets ad make a coscious decisio about each. You may wat to work with a graphic desiger whe doig so, ad whe cosiderig these issues: Does your orgaizatio or compay have a color scheme you d like the page to reflect? If you ca, obtai the RGB values for these colors so your page will be a exact match. Do you already have a.jpg or.gif file you ca use as your page baer, perhaps cotaiig the ame of your orgaizatio? If ot, is a corporate logo available to iclude i your baer? What color or image do you wat to use as a page backgroud? If you choose a image ad a color, ad the image is small eough, the image is repeated as a patter o top of the page color. If the image is too large, it overlays the page color completely. If maitaiig visual cosistecy is ot importat to you or your orgaizatio, cosider selectig <Use User s Default Style> for the page. This allows each user to view the page i the color ad text settigs he or she prefers. If you re plaig to add tabs to your page, remember that you ca desig custom images ad use those for the tabs istead of the default. If you do so, however, you will ot be able to chage the tab ame, color, ad so forth usig Oracle Portal, as those elemets are part of the image itself. You ca also use images for active ad iactive tabs Step 4: Orgaize the Page Orgaizig the page meas determiig how to arrage the portlets you wat to iclude so that they are both visually appealig ad useful. You may wat to sketch out some alteratives o a piece of paper before you start workig i the product itself. 2-4 Oracle Portal Buildig Advaced Portals

29 Plaig Pages To orgaize your page, you ll eed to kow the followig: Roughly how may portlets will your page cotai? Does your page require a avigatio bar? If so, where should it be placed? Do you have eough iformatio so that tabs might be helpful? Keep i mid that the more tabs you add, the loger it takes your page to reder. Also, avoid estig tabs withi tabs, which ot oly degrades performace but also overwhelms users. Is there is a portlet you wat to appear o every tab--say, oe cotaiig liks to your corporate Web page? If so, divide your page ito two regios: oe cotaiig your tabs as show above, ad the other cotaiig the commo portlet. Oly the regio cotaiig the tabs ca be subdivided ito regios uique to each tab Step 5: Cosider Security The last step i the plaig phase is to thik about who will eed access to this page, ad to what extet. Should the page be available to everyoe, eve public users who do ot log o? If so, select Display Page To Public Users o Create Page s Access tab. Do oe or more tabs eed a differet level of protectio from the page o which they appear, or ca they iherit the page s ACL? It may make sese to add a tab to a page that is otherwise ucustomizable o which users are free to add whatever they please. If you ve decided to restrict access to a group, should everyoe i that group see the same page? If so, grat the View privilege to the group. This meas that users will be uable to add ay extra portlets to their page, or hide or show the portlets you ve added. I additio, everyoe will see the same Recet Objects ad Favorites portlets--they wo t be customizable by each idividual. If you do t wat to impose these restrictios, assig either Full Customizatio or Add Oly Customizatio privileges to the group. Besides the Access tab, there is aother way to cotrol access to pages: through user ad group global privileges. A global privilege grats access to a user or group for all objects of a particular type. For example, if a group has the Maage privilege for pages, every user i that group has full authority over every page created o that istace of Oracle Portal. Global privileges allow you to grat may users access to a page simultaeously, rather tha addig each user idividually through the Access tab. Plaig Your Web Cotet 2-5

30 Plaig Cotet Areas 2.2 Plaig Cotet Areas I a classic Web site, the smallest compoet is a page. O the page are a assortmet of liks, images, ad text. I Oracle Portal cotet areas, the smallest compoet is a item, displayed withi a cotaier called a folder. Folders are very much like folders i a file system, with multiple items existig withi a folder. The term page i Oracle Portal is reserved for a etity o which iformatio is displayed i the form of portlets, which may or may ot iclude data from your cotet area. For more iformatio o plaig pages, see Sectio 2.1, "Plaig Pages". Each Oracle Portal item has a set of attributes. These attributes iclude iformatio such as title, descriptio, ad author. Each item must also be assiged to a category: for example, Geeral or Presetatio. Users ca display category pages to access all of the items i the specified category quickly. Perspectives provide aother dimesio of classificatio. Each item may be assiged to may differet perspectives. Users may also display perspective pages to quickly access all of the items i the specified perspective. For coveiece, the same sample cotet area, based o a etertaimet cocept, is used throughout this chapter. The cotet area s folder, category, ad perspective structure is described below. Table 2 1 Etertaimet Cotet Area Folder Structure Folder Dace Music Movies Theater Visual Art Subfolders Ballet, Ballroom, Jazz, Moder, Swig, Tribal Alterative, Blues, Coutry, Folk, Jazz, Pop, Rock, Rhythm & Blues Actio/Adveture, Comedy, Drama, Horror, Mystery, Romace Comedy, Drama Two Dimesioal, Three Dimesioal 2-6 Oracle Portal Buildig Advaced Portals

31 Plaig Cotet Areas Table 2 2 Categories Perspectives Etertaimet Cotet Area Categories ad Perspectives Artist/Performer Exhibit, Geeral Historical Referece Performace Poster Recordig Reproductio Review Veue Web Site/Idex 17th Cetury 18th Cetury 19th Cetury 20th Cetury 1950s 1960s 1970s 1980s 1990s Live Outdoors Adult Cotet Family Friedly Age 0-6 Age 6-12 Tees Ticket Iformatio Image Cotet Audio Cotet Video Cotet Full Color Black ad White Notice that oe of the categories is called Geeral. This category is created by Oracle Portal ad, because it is the default, caot be deleted. You must always have at least oe category i your cotet area. Notice also that the 20th Cetury ad Family Friedly perspectives have several child perspectives each. Both categories ad perspectives may have child categories ad perspectives Gatherig Iformatio The key to plaig your cotet area is uderstadig the kid of iformatio that will be stored i it ad how users will most ofte use the iformatio. To make this Plaig Your Web Cotet 2-7

32 Plaig Cotet Areas process easier, we recommed that you use the worksheets provided i this chapter to help you gather the ecessary facts to desig a successful cotet area. Step 1 Get Orgaized To prepare for the iformatio gatherig phase of desigig your Oracle Portal cotet area, make copies of the followig worksheets. Figure 2 1 Item Worksheet Item Descriptio: Who should be allowed to add this cotet? Who should be allowed to view this cotet? Who should cotrol who ca add/view this cotet? Possible Classificatios: Mark the core cotet for this item: File Text Item URL Folder Lik PL/SQL Call App. Compoet Image Map Other: Stadard Attributes for Items: 2-8 Oracle Portal Buildig Advaced Portals

33 Plaig Cotet Areas Name, Title, Descriptio, Category, Perspectives (multiple), Author, Expiratio Date, Image, Rollover Image, Keywords Additioal Attributes (may be displayed with item ad used for searchig): Figure 2 2 User Commuity Worksheet Owers Cotet Providers Viewers Folders Sample Items Plaig Your Web Cotet 2-9

34 Plaig Cotet Areas Figure 2 2 User Commuity Worksheet Owers Cotet Providers Viewers Folders Sample Items Step 2 Fill out the Item Worksheet Complete a copy of the item worksheet for a item that you believe belogs i your cotet area. Try to come up with as may differet example items as you ca--do t bother to create multiple examples of the same kid of item. At this poit, you should ot worry about folders, categories, ad perspectives. You will cosider them i a later step. Here is a sample of a completed item worksheet for the Etertaimet cotet area: Item Descriptio: Movie review of ew release, 13th Warrior. Would iclude image ad a text review. Who should be allowed to add this cotet? Member of the movie team Who should be allowed to view this cotet? Everyoe Who should cotrol who ca add/view this cotet? The head of the movie departmet Possible Classificatios: movie, review, adult cotet, movie ratig, kid of movie: actio/adveture Mark the core cotet for this item: File Text Item X URL Folder Lik PL/SQL Call App. Compoet Image Map Other: Stadard Attributes for Items: Name, Title, Descriptio, Category, Perspectives (multiple), Author, Expiratio 2-10 Oracle Portal Buildig Advaced Portals

35 Plaig Cotet Areas Date, Image, Rollover Image, Keywords Additioal Attributes (may be displayed with item ad used for searchig): Review date, movie release date, date available o video Whe you fid yourself uable to come up with ay more items that eed differet classificatios or attributes, you re ready for the ext step. Step 3 Fill out the User Commuity Worksheet Use the user commuity worksheet to orgaize the iformatio o the item worksheets. I the Cotet Providers colum, list your aswers to the questio "Who should be allowed to add this cotet?" from the item worksheets. I the Owers colum, list your aswers to the questio "Who should cotrol who ca add/view this cotet?" These users or groups of users are most likely to be your folder owers. Folder owers ca maage cotet as well as specify folder security. I the Viewers colum, list your aswers to the questio "Who should be allowed to view this cotet?" It is quite likely that you will have multiple values i each of the cells of the user commuity worksheet. For example, you could have two or three differet groups of cotet providers ad five or six differet groups of viewers for ay oe folder ower. I the sample item worksheet, the cotet provider was the movie team, the ower was the movie departmet head, ad the viewers were everyoe. It is possible that the movie team could be further divided i a maer to match the sub-folders i the Movies folder, or that these sub-folders would simply represet a more detailed level of classificatio that is best implemeted via folders. Step 4 Pla your folder structure You are ow ready to start plaig your folder structure. The key choice you must make is what to implemet as a folder, a category, ad a perspective. The best way to tell the differece betwee a folder ad a category is that folders are used by oly part of your user commuity, while the categories make sese for most (if ot all) of the user commuity. Folders ad categories should both be specific i ature. It should be easy to tell to which folder brach ad category each item belogs. Perspectives are those classificatios that are harder to separate. Review the perspectives for the sample Etertaimet cotet area i Table 2 2, "Etertaimet Cotet Area Categories ad Perspectives" agai. A movie review for a movie Plaig Your Web Cotet 2-11

36 Plaig Cotet Areas Iformatio Aalysis might be i the Family Friedly, Full Color, ad 1980s perspectives, but will oly make sese i oe category, the Review category. Keepig all of the above iformatio i mid, review your user commuity worksheet agai. Whe a sigle etry i the Owers colum correspods to multiple etries i the Cotet Providers colum, it typically sigifies a brach i your folder hierarchy. Review your item worksheets agai, payig particular attetio to the possible classificatios. Note ay classificatios that you feel correspod to the owers ad cotet providers you have listed o the user commuity worksheet. If a classificatio correspods to a ower or cotet provider, it is probably a good cadidate to become a folder or subfolder. I the Etertaimet cotet area example, our sample item listed both Reviews ad Movies as possible classificatios. Lookig at our user commuity, we see that while all the iformatio maaged by the head of the movie departmet has to do with movies, oly some of it is classified as reviews. By lookig at the rest of our Etertaimet cotet area structure, you ca see how the Review category would be listed as a possible classificatio for may sample items ad i may differet parts of the cotet area, while a movie classificatio would oly be used i the movie folder ad its subfolders. Therefore, it makes sese to make Review a category ad Movies a folder. Oce you have gathered iformatio about the kids of items that will make up your cotet area ad the users who will build ad view the cotet, it is time to carefully cosider the specific attributes of your cotet area. Step 1 Cosider Security The first step i creatig a cotet area is to thik about which members of your user commuity eed privileges to modify the cotet ad appearace of the cotet area. You have already started this process by gatherig cotet area orgaizatioal iformatio i the user commuity worksheet. The basic buildig block of a cotet area is the folder. Folders i Oracle Portal are very similar to folders i a file system, but they also form the basis for cotet area pages. For example, whe you click o a lik to a folder, a page listig the cotets of the folder is displayed. Like file system folders, Oracle Portal folders are hierarchical. Each folder has its ow security ad visual style properties, which may or may ot be iherited from their paret folder. As discussed i Sectio 2.2.1, "Gatherig Iformatio", the user commuity worksheet ca give you a good start i desigig the folder structure of your cotet area Oracle Portal Buildig Advaced Portals

37 Plaig Cotet Areas Sice most security is applied at the folder level, your folder structure will usually mirror the orgaizatio of the people who will maitai ad access your cotet area. While you ca implemet item-level security with Oracle Portal, it typically requires less work to admiister security at the folder level tha at the item level--that is, to give users privileges o folders rather tha idividual items. I our Etertaimet cotet area, the folder structure has bee desiged for a group of cotet providers who are specialists i a particular area of etertaimet. For istace, the ower of the Dace folder has complete cotrol over the subfolders of the Dace folder. The ower of the Music folder, therefore, should ot be able to add iformatio to the Dace folder because Dace is ot his or her specialty. Imagie for a momet that the folder structure was orgaized differetly. Imagie that the folders ad categories were reversed, ad all of the categories were folders ad vice versa. The Dace specialist ad the Music specialist would both eed to have some cotrol over the Review folder. As a result, access privileges would probably have to be maitaied for each item. If the Review folder cotaied hudreds of reviews, this would quickly become a cumbersome admiistrative task. It is far better, the, to have folders that correspod to the differet groups of cotet providers. I the case of our Etertaimet example, this reversed folder-category structure would make sese oly if the cotet providers were divided by the kid of iformatio they kew about (reviews, veues), rather tha the type of etertaimet (movies, dace). The most importat thig to remember about folder orgaizatio is that folders are the most efficiet meas for assigig access privileges. Regardless of the folder structure, the viewer of the Etertaimet cotet area ca easily access a page of music, dace, ad theater reviews. Step 2 Cosider Your Cotet Oracle Portal cotet areas are especially good for classifyig the items ad other cotet that you add to them. The two mai mechaisms for classifyig your items are categories ad perspectives. The key differece betwee these two mechaisms is that a item must belog to oly oe category, but ca belog to zero or more perspectives. Categories are best thought of as aswerig the questio, "What is this item?" Sice each item must belog to oe ad oly oe category, categories should be very basic classificatios. Refer back to your item worksheets ad cosider the kids of iformatio that your cotet providers will be addig to your cotet area. Sice cotet providers must assig every item to oe category, the best categories are Plaig Your Web Cotet 2-13

38 Plaig Cotet Areas very distictive ad make it easy for your cotet providers to kow which oe to choose. If you fid that your categories overlap, you should rethik the structure. You ca also create categories i a hierarchy. That is, you ca create a paret category ad group similar categories uder it as subcategories. This hierarchical orgaizatio ca be useful whe you have a large umber of categories ad perspectives--but be careful ot to create too may of them to avoid cofusio. If you have more tha te categories, users may be overwhelmed by the optios ad choose the first category that roughly fits rather tha the most apt category. I the Etertaimet cotet area, you ca see how the Review category is a very distict classificatio that is useful across may of the folders. The harder it is for your cotet provider to choose a category for their cotet, the more likely it is that they will icorrectly classify their cotet, thus makig it difficult to fid. Perspectives are best thought of as aswerig the questios, "Who will be iterested i this item?" or "What is the role of the perso to whom this item is the most importat?" Perspectives ca highlight special attributes of a item. I the Etertaimet cotet area, we used the Outdoors perspective to idetify items that describe somethig outdoors. A user scaig the cotets of oe of the Music folders will be able to see right away which items are about outdoor performaces or outdoor veues. Review your item worksheets agai. The, fill out the category ad perspective worksheets below to sort through the remaiig classificatios for items that are ot folders. It may be helpful to circle the folder for each item as it is listed i the possible classificatio portio of your worksheet. Your best categories are ofte those classificatios that first seemed like they would be folders but were ot used for the folder structure. Remember: both categories ad perspectives are most powerful whe they are usable across may differet folders i the cotet area Oracle Portal Buildig Advaced Portals

39 Plaig Cotet Areas Figure 2 3 Cadidate Category Structure: Cotet Area Name: Category Name Category Descriptio Child Categories Example Items Plaig Your Web Cotet 2-15

40 Plaig Cotet Areas Figure 2 4 Cadidate Perspective Structure: Cotet Area Name: Perspective Name Descriptio Child Perspectives Example Items 2-16 Oracle Portal Buildig Advaced Portals

41 Plaig Cotet Areas Step 3 Cosider the User s Poit of View As you desig your cotet area, it is importat to keep i mid how it will be used. Users who are lookig for the iformatio i your cotet area have o idea that the cotet is orgaized i folders, categories, ad perspectives. They simply click o the ame of a category (that is, a category lik), ad it istatly takes them to a list of items assiged to the selected category (excludig ay items to which they do ot have viewig privileges). Likewise, clickig o the ame or image of a perspective (that is, a perspective lik) takes the user to a list of items i the cotet area assiged to that perspective. Thik about where you wat to place your category ad perspective liks. A category lik may be displayed: o a avigatio bar as a group baer o a page above a list of items as criteria for a advaced search operatio Perspective liks ca appear i the same places as category liks. I additio, you ca optioally expose a perspective lik ext to each item assiged to the perspective by selectig the Display Ico With Items property i the Perspective Maager. Step 4 Cosider Navigatio Aids Folders, categories, ad perspectives eable you to orgaize ad cross referece your items i such a way that it is easy for your ed users to fid iformatio i the cotet area. Examie the top two levels of your folder structure. These are the folders that will be iitially displayed o the default mai cotet area page. Verify that the folder ames are distict from oe aother. Your top level braches i the folder structure should ot have ames that are easily cofused with oe aother. Fillig out the Folder Tree worksheet below will give you a idea of what your top two levels of folders will look like to a user. 1 Watch out for folders that are too similar. If the folders are ot distict, users will struggle to distiguish betwee them, makig it difficult to kow where to put ad look for iformatio. 1 Keep i mid that ot every use will have privileges to see every folder. Give that, you may wat to make copies of the folder tree worksheet for differet groups of users. Plaig Your Web Cotet 2-17

42 Plaig Cotet Areas Figure 2 5 Folder Tree Worksheet 2-18 Oracle Portal Buildig Advaced Portals

43 Plaig Cotet Areas After you have built your cotet area, examie the cotet area page as a whole (e.g., the avigatio bar ad folder listig). Sometimes users are lookig for somethig very specific ad at other times they are browsig to determie what iformatio is available. Some users like to jump directly to a item, while others prefer to avigate to items sequetially. Your cotet area page should serve all of these scearios. It is commo to iclude a search box o the avigatio bar for those users who would rather search tha browse folders. Users who wat to browse ca make use of the folder structure, categories, ad perspectives. You should also cosider issues such as whether you wat the avigatio bar to be a persistet part of the cotet area s iterface. Oracle Portal eables you to use the same avigatio bar throughout the cotet area, use differet avigatio bars depedig o the cotext, or remove the avigatio bar altogether. If you choose to have avigatio bars, cosider where to place them o the page (e.g., left, right, top, or bottom) ad what to iclude i them. Navigatio bars ca cotai a wide variety of elemets (e.g., basic search, hyperliks, ad pull dow lists). If you choose ot to have a avigatio bar, the you should iclude other mechaisms for simplifyig avigatio withi the cotet area. Step 5 Cosider item types Whe users add to your cotet area, they must idetify the type of item (e.g., file or URL). Oracle Portal cotet areas come with a assortmet of default item types. You ca add to these default types as ecessary. The default item types are: File Folder Lik Image Java Applicatio PL/SQL Text URL Applicatio Compoet Zip File Oce users idetify the item type, they are give a list of attributes to defie for that item. This table helps you uderstad the attributes for each of the default item types: Plaig Your Web Cotet 2-19

44 Plaig Cotet Areas Table 2 3 Attribute Attributes by Default Item Type (Required) Applicatio Compoet Applicatio Type File Folder Lik image Java App PL/SQ L Text URL App. Comp. Category x x x x x x x x x Descriptio x x x x x x x x x Display Name x x x x x x x x x Expiratio Period x x x x x x x x x File Name x x Image Imagemap Imagemap Name Iitial Page Name Jar File Path PL/SQL Code x x x x Publish Date x x x x x x x x x Text URL x x x x x x x Zip File 2-20 Oracle Portal Buildig Advaced Portals

45 Plaig Cotet Areas Table 2 4 Attribute Attributes by Default Item Type (Optioal) File Folder Lik Image Java App PL/SQL Text URL App. Comp. Author x x x x x x x x x Basic Search Keywords x x x x x x x x x Display Optios x x x x x Eable Item Check-Out x x x x x x x x x Hide Item x x x x x x x x x Image x x Req. x x x x x x Image Aligmet x x x x x x x x Perspectives x x x x x x x x x Schema x Zip File You caot alter or add to the attributes defied for the base item types. If you wish to apped additioal attributes to a default item type, you ca create a custom item type. Custom item types based o a default item type iherit the default s attributes, plus ay custom attributes you create. I this way, you ca use custom item types to collect additioal structured iformatio about items via their attributes. You ca also create custom item types from scratch, without basig them o a default type. I this case, the item type begis with oly the most basic attributes, such as Display Name, Category, ad Perspectives. You must add ay other desired attributes to the item type yourself. Review your item worksheets agai, focusig o what you etered i the Additioal Attributes colum. If you do t have ay additioal attributes, the the default attributes will provide all the iformatio ecessary to track your items. If you listed additioal attributes, use the item type worksheet below to figure out how may additioal item types you eed for your cotet area. Keep i mid that you ca reuse attributes that you create across item types. For example, if you add a Due Date attribute ad use it i two differet item types, a search for items with a specific due date will examie the Due Date attribute for items i both item types. List all of the additioal attributes i the colum below Attribute Name. List a data type for each additioal attribute (such as umber, date, character, file, URL, etc.). I the cell beeath each Item Type Name label, eter a ame for your ew collectio of Plaig Your Web Cotet 2-21

46 Plaig Cotet Areas attributes. I the cell beeath each Based O label, eter the ame of a default item type to idicate the item type to which you wat to add your attributes. Mark with Xs those attributes used i each item type Oracle Portal Buildig Advaced Portals

47 Plaig Cotet Areas Figure 2 6 Item Type Worksheet Item Type Name Item Type Name Item Type Name Item Type Name Item Type Name Attributes Based O: Based O: Based O: Based O: Based O: Name Data Type Plaig Your Web Cotet 2-23

48 Plaig Cotet Areas Whe you wat to associate additioal attributes with the folder istead of the item, you ca create a custom folder type Troubleshootig Your Cotet Area Structure Eve the most diliget plaers caot always foresee every cotigecy. Hece, you will udoubtedly ru ito issues after you have created your cotet area that will cause you to revisit its orgaizatio. These sectios describe some commo problems that arise after you have implemeted your cotet area All of My Cotet Areas Have the Same Categories Oracle Portal provides a Shared Objects cotet area where you ca store categories, perspectives, styles, avigatio bars, attributes, ad item ad folder types that apply to all of your cotet areas. If you fid that you are costatly recreatig the same thigs for every cotet area, you should cosider buildig them i the Shared Objects cotet area so that you ca build them oce ad reuse them i multiple cotet areas. Shared Objects ca icrease the itegratio ad cosistecy betwee cotet areas Item Level Security is Required Everywhere You may be required to use item level security for your cotet area, but this is ofte a sig that you could have set up your cotet area differetly. The mai thig to keep i mid is that folders should be the mai level at which security is applied. Look at your categories. Would your site work better if your categories were folders ad your folders were categories? I Do Not See Liks to My Perspectives You may eed to chage your settigs to esure that you have liks to your perspectives. To display perspective liks ext to items, set the Display Ico With Items property i the Perspective Maager ad update your style to iclude perspective liks with regular items (use the Folder Layout tab of the Style Maager). To add perspective liks to your avigatio bar, use the Navigatio Bar Maager to add either idividual liks/images or a drop dow list that eables the user to select a perspective to view. To simplify searchig for perspectives, add a folder based upo a saved search. Give the saved search folder the same ame as the perspective ad select the 2-24 Oracle Portal Buildig Advaced Portals

49 Plaig Cotet Areas perspective you would like to highlight i the search scree. This will limit the search to look withi the cotet area at all items belogig to the chose perspective My Categories Do Not Appear i the Cotet Area Map Cosider creatig a folder based upo a saved search. You ca add a folder to your hierarchy ad defie it as a search for all items belogig to a specific category. If you ame that folder the same as your category, it will seem to users that there is a folder o the cotet area map holdig all of the items i that particular category. Oe advatage of this type of folder is that it is completely dyamic. As ew cotet is assiged to the category, the search picks up the ew items without ay itervetio from you. This method works just as well for ay type of search that you wat to save ad make available to your users. Plaig Your Web Cotet 2-25

50 Plaig Cotet Areas 2-26 Oracle Portal Buildig Advaced Portals

51 3 Creatig a itraet portal ad addig simple portlets This chapter describes how to use Oracle Portal to build a iterface, or a portal, that cotais such material as caledars, reports from your ow database, liks to exteral Web sites, ad customized HTML. If you ve already built several portals ad wish to work with advaced applicatios, see Chapter 4, "Creatig a lie of busiess page for your itraet portal". I this chapter, you will create a portal that eables users to access multiple compoets ad iformatio from the same scree. The first step i creatig a portal is desigig the page: figurig out what applicatios your users eed, what iformatio they would like to see, ad how you wat the iformatio to display. For more iformatio o plaig how your portal look ad fuctio, see Chapter 2, "Plaig Your Web Cotet". You will the set up the page for your portal (the scree that displays the applicatios, liks, etc.) with a style you like, create the applicatios you wat to iclude i the portal, the add those applicatios to the portal so users ca easily access them. To build a simple itraet portal, you will use the Create Page Wizard to create a page ad the Customize Page tab set to add ad edit portlets. You will also use the Create Caledar, Create Forms, Create Sequece, ad Create Liks wizards to build a evet caledar. You eed Edit or higher access privileges to the demo schema to complete this chapter. You also eed Edit or higher applicatio privileges to build the caledar portio of this chapter. If you do ot have these privileges, cotact your portal admiistrator. The followig figure illustrates the four parts of your simple itraet portal.the completed portal is available i the istallatio package that cotais the demo schema. For more iformatio, cotact your portal admiistrator. Creatig a itraet portal ad addig simple portlets 3-1

52 Create a page This chapter cotais the followig sectios: Feature Use the Create Page Wizard to create a page. Create a HTML portlet that cotais your ow customized HTML cotet. Add ad modify a Favorites portlet. Use the Create Caledar Wizard, the Create Lik Wizard, the Create Form Wizard, ad the Create Database Sequece Wizard to build a updateable caledar portlet. Display the portal to the public. Locatio Sectio 3.1, "Create a page" Sectio 3.2, "Add customized HTML code as a portlet" Sectio 3.3, "Add ad customize a Favorites portlet" Sectio 3.4, "Create a evet caledar ad add it as a portlet" Sectio 3.5, "Displayig the portal to others" 3.1 Create a page The steps i this sectio show you how to use the Create Page Wizard to create a page, ad desig its layout. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Page Tasks ad click Go. I the right pae, click Creatig a page. 1. Log ito Oracle Portal. Note: If you do ot have a user ame ad password, cotact your portal admiistrator. 2. I the Navigator, click the Pages tab. 3. Next to My Pages, uder Actios, click Create. The Page Properties tab of the Create Page Wizard displays. 4. I the Name field, eter <YourName>_Mai. 5. I the Display Name field, eter <YourName> Mai. 6. Click Next. 7. From the Layout drop-dow list, choose Plai Layout. A preview of the layout displays below the list. 8. From the Style drop-dow list, choose Healthy Livig Page Style. A preview of the style displays below the list. 3-2 Oracle Portal Buildig Advaced Portals

53 Add customized HTML code as a portlet 9. Click Next. 10. Click Next. 11. Select the Publish As Portlet check box. 12. Click Fiish. Tip: If you ed your Oracle Portal sessio, you ca always retur to this page by goig to the Navigator. Click the Pages tab, the My Pages. The, fid the Mai page. Click ay of the actios listed ext to the Mai page, such as View or Customize. 13. The Mai page ow displays i your browser. Note: You ca chage the graphic i the baer by clickig the Edit Defaults lik i the baer located o the Portlets tab of the Customize Page dialog. Uder Baer Logo Settigs, eter the file ame of the logo you wat to use. The page should look somethig like this: 3.2 Add customized HTML code as a portlet The steps i this sectio help you to add customized HTML as a portlet. Whe you create a HTML portlet, you ca write your ow HTML i a text editor ad paste it i a portlet, or write HTML directly ito the portlet. You ca use this portlet whe you have HTML you wat to copy ito your portal, for example a baer. I this sectio, we create a compay ews HTML page ad paste it ito the portlet. 1. I the Navigator, click the Pages tab. 2. Navigate to the <YourName> Mai page. 3. Next to the page, click Edit. 4. O the Portlets tab, Click. Creatig a itraet portal ad addig simple portlets 3-3

54 Add customized HTML code as a portlet 5. I the Add Portlets dialog, click Seeded Providers. 6. Click Oracle Portal. 7. Uder Buildig Tools, fid HTML Portlet. 8. Click to add the portlet. 9. Click OK. 10. I the HTML portlet, click Edit Defaults. 11. I the Display Name field, eter Healthy Livig Compay News. 12. I the Cotet field, paste the followig HTML: <html> <li>nutritioists choose Healthy Livig as their #1 wholesaler.</li> <li>healthy Livig allies with so-far-uamed wholesale healthy pet food compay.</li> <li>new associate program ow available. Become a affiliate of Healthy Livig!</body></html> 13. Click OK. 14. Click Close. Your portal should ow look somethig like this: 3-4 Oracle Portal Buildig Advaced Portals

55 Add ad customize a Favorites portlet 3.3 Add ad customize a Favorites portlet The steps i this sectio help you customize the Favorites portlet by addig a ew favorite lik ad deletig existig liks. You ca use the Favorites portlet to maitai ad orgaize your more commoly used services. For example, istead of relyig o the bookmarks i your browser, you ca add the same liks to the Favorites portlet ad access the Web sites via your portal Add the Favorites portlet 1. Display the Portlets tab of the Customize Page dialog for the Mai page. 2. O the Portlets tab, click. 3. Click Seeded Providers, the Oracle Portal. 4. Uder Persoal Cotet, fid Favorites. 5. Click to add the portlet. 6. Click OK. 7. Click Close Add a ew favorite lik Whe you add the Favorites portlet, the Oracle Portal default liks display. To take advatage of this portlet, you will always wat to add ew liks to this portlet. You ca eable your users to add ad remove liks, but you might wat to add a few commoly-used oes. For example, you might add your orgaizatio s Iteret address. 1. O the Mai page, i the Favorites portlet, click Customize. Tip: To display the Mai page, click the Pages tab i the Navigator. Click My Pages, the fid <YourName> Mai. 2. I the Customize Favorites dialog, click Add or Edit Favorites. 3. O the Navigate Favorites page, click Create Favorite. The Add Favorite page displays. 4. I the Name field, eter Oracle Techology Network. 5. I the URL field, eter 6. Click Create. Creatig a itraet portal ad addig simple portlets 3-5

56 Add ad customize a Favorites portlet Oracle Portal creates the ew lik ad displays the Add Favorite page agai so you ca add aother favorite lik. Note: You ca click the lik at the top of the page to edit the lik you just created. 7. Click Close. The ew Oracle Techology Network favorite ow displays o the Navigate Favorites page. 8. Click Close. 9. Click OK. The Oracle Techology Network lik should ow display i the Favorites portlet Remove a existig favorite lik 1. O the Mai portal, i the Favorites portlet, click Customize. 2. Click Add or Edit Favorites. 3. Next to Oracle (for example), click Delete. 4. I the upper right corer, click Close. 5. Click OK. The Favorites portlet should ow look like this: 3-6 Oracle Portal Buildig Advaced Portals

57 Create a evet caledar ad add it as a portlet 3.4 Create a evet caledar ad add it as a portlet The steps i this sectio help you create a evet caledar, where you ca add a evet ad display it i a caledar format. Oe of the most commo portal fuctios is a caledarig applicatio, where users ca immediately see the evets for a particular day. Creatig a itraet portal ad addig simple portlets 3-7

58 Create a evet caledar ad add it as a portlet I these steps, you will create a Oracle Portal applicatio. To do so, you will use the followig: Create Caledar Wizard to create the caledar Create Forms from Table or View Wizard to create a form that updates the caledar Create Sequece Wizard to create a database sequece for the iformatio the form accepts Create Liks Wizard to coect the form ad the caledar Create Caledar Wizard agai to create a butto to access the form. Note: To create the compoets i this sectio, you must have access to the <DEMO SCHEMA>.EVENTS table, where DEMO SCHEMA is the ame of the schema where the demo schema objects are istalled. You must also have access to create compoets withi the Casebook30_Applicatio applicatio. If you do ot have access to this table, or if you do ot have access to this applicatio, cotact your portal admiistrator. Istructios are i Appedix A of this maual Create a evet caledar usig the Create Caledar Wizard To create a view-oly caledar, where users ca view the dates but ot add evets, you ca simply follow the steps i this sectio (Sectio 3.4.1). To make the caledar updateable, however, you will eed to complete all sectios i Sectio 3.4, "Create a evet caledar ad add it as a portlet". For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Applicatio Tasks ad click Go. I the right pae, click Buildig Compoets. 1. I the shortcut bar, click. 2. Click the Applicatios tab. 3. Make sure the path looks like this: Path: Applicatios. If you do ot see this exact path, click Applicatios to access the root folder. 4. Uder Name, click Casebook30_Applicatio. You should ow see the followig path: Path: Applicatios, Casebook30_Applicatio. 5. Next to Create New, click Caledar. The Create Caledar Wizard displays. 6. I the Caledar Name field, eter <YourName>_EVENT_CAL. 7. I the Display Name field, eter <YourName> Evet Caledar. 3-8 Oracle Portal Buildig Advaced Portals

59 Create a evet caledar ad add it as a portlet 8. I the Applicatio list, choose Casebook30_Applicatio. 9. Click Next. 10. O step 2 of the Create Caledar Wizard, eter the followig SQL query i the SQL Query field: select e.evet_start_date the_date, e.evet_title the_ame, ull the_ame_lik, ull the_date_lik, ull the_target from <DEMO SCHEMA>.hlw_evets e order by 1 Note: Do ot directly copy ad paste the SQL from this text. You must replace the schema ame (DEMO SCHEMA) with the ame of the schema where the demo schema objects are istalled. 11. Click Fiish. Note: Doig so accepts the defaults i the remaider of the wizard. You ca always retur to the wizard later to customize the appearace of the caledar. 12. The Maage Compoet dialog for the ew caledar displays. Note: You ca always view the Maage Compoet dialog for a particular compoet by clickig Maage ext to the compoet ame o the Applicatio tab. 13. Click the Access tab. 14. Select the Publish to Portal check box. 15. Click Apply. 16. Click the Develop tab, the click Ru. The caledar displays i a ew browser widow, ad should look somethig like this: Creatig a itraet portal ad addig simple portlets 3-9

60 Create a evet caledar ad add it as a portlet Note: If you get the error "No Rows Retured," it s because you have o data i the caledar. Cotiue the steps i this sectio. After you ve created the form, you ca isert data, ad the caledar should display Create a form to update the caledar To maage evets usig the caledar, you ll eed to create a form i which users ca add, remove, ad modify evets. Note: To complete this sectio, you must have UPDATE privileges o the <DEMO SCHEMA>.HLW_EVENTS table. If you do ot have these privileges, cotact your database admiistrator. 1. I the Navigator, click the Applicatios tab ad avigate to Casebook30_Applicatio. Tip: Follow steps 2 through 5 i Sectio 3.4.1, "Create a evet caledar usig the Create Caledar Wizard". 2. Next to Create New, click Form. 3. O the Forms page, click Forms based o table or view. The Create Form from Table or View Wizard displays. 4. I the Name field, eter <YourName>_EVENT_FORM. 5. I the Display Name field, eter <YourName> Evet Form Oracle Portal Buildig Advaced Portals

61 Create a evet caledar ad add it as a portlet 6. From the Applicatio list, choose Casebook30_Applicatio. 7. Click Next. 8. I the Table or View field, eter <DEMO_SCHEMA>.HLW_EVENTS. Note: DEMO_SCHEMA is the ame of the schema i which the demo schema objects are istalled. The table ow displays i the Table or View field. 9. Click Next. 10. O the Form Layout tab, make sure Tabular is selected. 11. Click Next. 12. I the left pae, make sure FORM is highlighted. 13. I the right pae, scroll dow util you see the PL/SQL text box. 14. I the text box, eter somethig like this: go( < ame>/pls/<dad>/<demo SCHEMA>.<YourName>_EVENT_ CAL.show> ); Note: Replace the text "<host ame>" with the URL for Oracle Portal, ex. " You ca fid this URL by displayig the Maage Compoet dialog for the <yourname>_event_cal ad draggig your mouse over RUN. The URL displays at the bottom of your browser. 15. Click Fiish. Doig so builds the form usig the default values i the remaiig steps of the wizard. If you wat to see the default values, click Next i each of the wizard steps, but do ot chage ay of the values. The, click Fiish whe you re doe. 16. Whe you click Fiish, the Maage Compoet dialog for your ew form displays. 17. Click the Access tab. 18. Select the Publish to Portal check box. Note: Selectig this check box eables you to display the form as a portlet. 19. Click Apply. 20. Click the Develop tab. 21. Click Ru. The ew form displays i a separate browser widow. Creatig a itraet portal ad addig simple portlets 3-11

62 Create a evet caledar ad add it as a portlet Chage the appearace of the form Sice users of your caledar will also use the form to update ad view evets i the caledar, you might also wat to customize the way the form displays. 1. O the Applicatios tab, ext to <YourName>_EVENT_FORM, click Edit. 2. O the Formattig ad Validatio Optios page, make sure FORM is highlighted. 3. Uder Form Level Optios, choose Wheat from the Box Backgroud Color drop-dow list. 4. Choose Dude from the Box Backgroud Image drop-dow list. 5. Choose Thick Border from the Box Border drop-dow list. 6. Order the query by EVENT_START_DATE. 7. From the list, choose Ascedig. 8. I the left pae, if the FORM item list is collapsed, click. 9. Click INSERT_TOP. 10. I the right-had pae, i the Label field, eter Save. 11. I the left-had pae, click INSERT_BOTTOM. 12. I the right-had pae, i the Label field, eter Save. Completig steps 9-13 chages the butto label to Save i the form. 13. I the left-had pae, click EVENT_ID. 14. I the right-had pae, i the Label field, eter Evet ID# Oracle Portal Buildig Advaced Portals

63 Create a evet caledar ad add it as a portlet 15. I the left-had pae, click EMPLOYEE_ID. 16. I the right-had pae, i the Label field, eter Employee ID#. 17. I the left-had pae, click DEPARTMENT_NO. 18. I the right-had pae, i the Label field, eter Departmet#. 19. I the left-had pae, click EVENT_START_DATE. 20. I the right-had pae, i the Label field, eter Start Date (DD-MON-YY). 21. I the left-had pae, click EVENT_END_DATE. 22. I the right-had pae, i the Label field, eter Ed Date (DD-MON-YY). 23. I the left-had pae, click EVENT_START_TIME. 24. I the right-had pae, i the Label field, eter Start Time. 25. I the left-had pae, click EVENT_END_TIME. 26. I the right-had pae, i the Label field, eter Ed Time. 27. I the left-had pae, click EVENT_TITLE. 28. I the right-had pae, i the Label field, eter Title. 29. I the left-had pae, click EVENT_DESCRIPTION. 30. I the right-had pae, i the Label field, eter Descriptio. 31. I the left-had pae, click EVENT_NOTE. 32. I the right-had pae, i the Label field, eter Note. 33. I the left-had pae, click EVENT_COMPLETED. 34. I the right-had pae, i the Label field, eter Completed?. 35. Click OK. 36. I the Maage Compoet dialog, click Ru. The form ow displays i a ew browser widow with the ew colors ad label ames. Creatig a itraet portal ad addig simple portlets 3-13

64 Create a evet caledar ad add it as a portlet Create a database sequece for the form Sice you will be allowig users to add, update, ad delete evets by usig your ew form, you will eed to assig sequece umbers to each record. You ca use the Create Sequece Wizard to eable Oracle Portal to automatically geerate a ew sequece umber for each record i the database. This way, whe a user edits or removes a evet, the user (ad Oracle Portal) ca refer to the sequece umber to retrieve the appropriate record. Note: You must have MANAGE ALL SCHEMAS global privilege or Maage privileges o the <DEMO_SCHEMA> schema to create database objects. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Admiistratio Tasks ad click Go. I the right pae, click Buildig Database Objects. 1. I the shortcut bar, click. 2. I the Navigator, click the Database Objects tab. 3. Next to Path, make sure it says Path: Database Schemas, <DEMO_SCHEMA>. If you do ot see this, click Database Schemas to avigate to the root of the directory. The, fid <DEMO SCHEMA> i the list. Click <DEMO SCHEMA> to access the schema. 4. Next to Create New, click Sequece. 5. O step 1 of the Create Sequece Wizard, leave the Schema ame as <DEMO_ SCHEMA>. 6. I Sequece Name, eter <YourName>_EVENT_SEQ. 7. Click Next Oracle Portal Buildig Advaced Portals

65 Create a evet caledar ad add it as a portlet 8. O step 2, i the Icremet By field, eter I the Start With field, eter Click Next. 11. O step 3, click Fiish <YourName>_EVENT_SEQ ow displays i the Database Navigator. Note: If you do t see the sequece i the list, you may have to click Next, or you ca use the Fid field. 12. I the Database Objects Navigator, ext to <YourName>_EVENT_SEQ, click Grat Access. 13. I the User/Role field, eter PUBLIC. Tip: Gratig access to PUBLIC eables the form you create to use this sequece. Doig so also eables ayoe who ca use your form to isert records i the database. Note that you ca also grat access o a user-by-user or group-by-group basis. 14. From the list, choose SELECT. 15. Make sure the with Grat Optio check box is ot selected. Note: If you select the with Grat Optio check box, you will eable the public to grat other users privileges to the database sequece. 16. Click Add to List. 17. Click Close. 18. Click the Applicatios tab. 19. I CASEBOOK30_APPLICATION, fid <YourName>_EVENT_FORM. Note that the path should display as follows: Path: Applicatios, Casebook30_Applicatio. 20. Next to <YourName>_EVENT_FORM, click Edit. 21. O the Formattig ad Validatio Optios page, i the left-had pae, fid the EVENT_ ID colum. You may have to click ext to FORM to display all the colums. 22. Click EVENT_ID. 23. I the right-had pae, fid the Validatio Optios sectio. 24. I the Default Value field, eter: #<DEMO_SCHEMA>.<YourName>_EVENT_SEQ.extval 25. Click OK. Creatig a itraet portal ad addig simple portlets 3-15

66 Create a evet caledar ad add it as a portlet Now, wheever a user adds a evet usig the EVENT_FORM, Oracle Portal automatically assigs the ew record a ID umber. This umber is uique to each record, ad makes it easy to retrieve, update, ad delete the record Create a lik betwee the form ad the caledar To eable users to update the evet caledar, you must create a lik betwee the form ad the caledar. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Applicatio Tasks ad click Go. I the right pae, click Buildig Compoets, the click Usig a lik betwee compoets. 1. O the Applicatios tab, ext to Create, click Lik. 2. O step 1 of the Create Lik Wizard, i the Lik Name field, eter <YourName>_ EVENT_LINK. 3. I the Applicatio list, choose Casebook30_Applicatio. 4. Click Next. 5. O step 2 of the Create Liks Wizard, select Oracle Portal Compoet. 6. I the Target Compoet or URL field, eter Casebook30_ Applicatio.<YourName>_EVENT_FORM. 7. Click Fiish. The lik ow displays i the Maage Compoet dialog. Note: Before you perform the followig steps, you eed to ote dow the module id of <YourName>_EVENT_FORM. You ca fid this value by displayig the Maage Compoet dialog for <YourName>_EVENT_FORM. See your portal admiistrator for more details. 8. I the Navigator, click the Applicatio tab ad avigate to <Your Name> EVENT CAL. 9. Click Edit. The SQL Query for your evet caledar displays Oracle Portal Buildig Advaced Portals

67 Create a evet caledar ad add it as a portlet 10. I your SQL query, add your lik to the the_ame_lik colum of the query. To do so, edit the SQL query so that it looks somethig like this: select e.evet_start_date the_date, e.evet_title the_ame, <PORTAL_SCHEMA>.wwv_app_module.lik?p_arg_ames=moduleid&p_arg_ values=<evetformid>&p_arg_ames=_evet_id_cod&p_arg_values=%3d&p_arg_ ames=_show_header&p_arg_values=yes E.EVENT_ID the_date_lik, ull the_target from <DEMO_SCHEMA>.hlw_evets e order by 1 Note: Do ot copy ad paste the code directly from this text. You should chage the text from PORTAL_SCHEMA to the ame of the schema i which Oracle Portal is istalled, ad DEMO SCHEMA ame of the schema i which the demo objects are istalled. Also, replace "EvetFormID" with the module ID of <YourName>_EVENT_ FORM that you oted dow earlier. 11. Click OK. The caledar displays i the Maage Compoet dialog. You have ow fiished creatig liks for your caledar Create a butto o the caledar to access the form To make the form coveietly accessible, you eed to create a butto o the caledar. 1. O the Applicatio tab of the Navigator, ext to <YourName>_EVENT_CAL, click Edit. 2. Click to display the Additioal PL/SQL Code tab. 3. I the Caledar colum, fid the...after displayig the header field. 4. Eter Javascript to create a butto called "New Appoitmet" that, whe clicked, executes the form you created i Sectio 3.4.3, "Chage the appearace of the form". To do so, i the field, eter: htp.formope(owa_util.get_owa_service_path <PORTAL_SCHEMA>.wwa_app_ module.lik?p_arg_ames=_moduleid&p_arg_values=<evetformid>&p_arg_ames=_ sessioid&p_arg_values=&p_arg_ames=event_start_date&p_arg_ values=%23sysdate&p_arg_ames=_evet_start_date_cod&p_arg_values=%3d&p_arg_ ames=_show_header&p_arg_values=yes ); htp.formsubmit(ull, New Appoitmet ); htp.formclose; Creatig a itraet portal ad addig simple portlets 3-17

68 Create a evet caledar ad add it as a portlet Note: Replace "EvetFormID" with the module ID of <YourName>_EVENT_FORM that you oted dow for the previous exercise. You ca fid the module ID for a compoet i its Maage Compoet dialog. Copy the code i the caledar colum i the after displayig the header box. 5. Click OK. 6. I the Maage Compoet dialog, click Ru. 7. Click New Appoitmet. 8. I the form, eter sample iformatio, makig sure you eter iformatio for the required fields (i red). 9. Click Save. 10. Click your browser s Back butto to retur to the caledar. 11. Click your browser s Reload or Refresh butto. The evet ow displays i the caledar Add the caledar as a portlet Now that you ve created a caledar that users ca update, you ca add the caledar directly to your itraet portal. 1. I the shortcut bar, click. 2. I the My Pages list, ext to <YourName>_Mai, click Edit. 3. Click to add a colum. 4. I the ew regio, click to add a portlet. 5. Click Casebook30_Applicatio. 6. Fid <YourName>_EVENT_CAL. Tip: If your caledar does ot display i the drop-dow list, retur to the Navigator ad fid the evet caledar. Next to the caledar, click Maage. O the Access tab, make sure the Publish to Portal check box is selected, the click Apply. 7. Click to add the caledar as a portlet. 8. Click OK. 9. Click Close. The caledar ow displays as a portlet i the right-had regio of your page Oracle Portal Buildig Advaced Portals

69 Summary 3.5 Displayig the portal to others 3.6 Summary Curretly, the oly users who ca view your portal are the DBA ad yourself. To make your portal useful to others, you should grat other users access to the portal. 1. I the Navigator, click the Applicatios tab. Tip: To access the Navigator, click 2. Navigate to the path: Applicatios i the shortcut bar. 3. I the list, ext to Casebook30_Applicatio, click Grat Access. 4. I the Gratee field, type Public. 5. From the list, select EXECUTE. 6. Click Add. Public ow displays i the Chage Access list. 7. Click OK. 8. Test the user s privileges by exitig Oracle Portal, the loggig i as the user. Whe you display the Mai portal (i the Navigator, click the Pages tab, the fid the Mai page you created), you should see all the applicatios you built i Chapter 1. Cogratulatios! You have created a itraet portal ad added differet types of portlets to it. You ow kow how to: Creatig a itraet portal ad addig simple portlets 3-19

70 Summary Create a page Create a customized HTML portlet Customize the Favorites portlet Create a ew Favorite lik Remove a existig Favorite lik Create a evet caledar Create a form based o a table to update the caledar Create a database sequece to update the evet records i your database Create a lik betwee the form ad caledar Add a caledar applicatio as a portlet provider For more iformatio about creatig a portal ad usig portlets, see the Oracle Portal Olie Help Oracle Portal Buildig Advaced Portals

71 4 Creatig a lie of busiess page for your itraet portal This chapter describes how to use Oracle Portal to build a portal for a Sales departmet withi the Healthy Livig Compay itraet. You will create compoets ad pages to make it easy for Healthy Livig salespeople to access their customer database, quickly peruse product iformatio, ad update their ow sales iformatio. They will also be able to view their mothly quotas ad commissio stadigs relative to the other salespeople i the compay. You will create a tabbed page for the Healthy Livig itraet portal, the add the page you created i Chapter 3, "Creatig a itraet portal ad addig simple portlets". If you did ot complete Chapter 3, you ca simply create a ew portal i this chapter. You will lear how to build somewhat more advaced applicatios tha you leared i Chapter 3. You will lear how to create differet views of your data usig the Create Report, Create Chart, ad Create Form wizards, ad display these three views i the same portlet. You will also lear how to tailor your applicatios to serve a particular lie of busiess. You eed Edit or higher access privileges to the demo schema to complete this chapter. You also eed Edit or higher applicatio privileges to build the compoets i this chapter. If you do ot have these privileges, cotact your portal admiistrator. The followig figure illustrates the various parts of the Sales Departmet portal.the completed portal is available i the istallatio package that cotais the demo schema. For more iformatio, cotact your portal admiistrator. This chapter cotais the followig sectios: Creatig a lie of busiess page for your itraet portal 4-1

72 Feature Create a page with tabs usig the Create Page Wizard ad add a existig page as a portlet. Create a folder portlet. Use the Create Report from SQL Query Wizard to create a sales report portlet, the use the Create Liks ad Create Chart from Query Wizards to create a chart with liks to the sales report. Create two charts, the add them to the same portlet. Create a chart usig the Create Chart from SQL Query Wizard, a report usig the Report from Query Wizard, ad a search form, the add them to a sigle portlet. Create a dyamic LOV that depeds o a static LOV ad add both to a existig form. The, arrage the applicatios you created i the tutorial ito a sigle portlet to provide two views of the same data. Use the Create Forms o Tables Wizard to create a customer etry form. Use the Create Report from Query Wizard to create a product report. Use the Create Liks ad Create Meu Wizards to create a meu with liks to the customer etry form ad product report. Locatio Sectio 4.1, "Create a tabbed page ad add a page as a portlet" Sectio 4.2, "Add a existig folder as a portlet" Sectio 4.3, "Create a sales chart portlet that liks to a report" Sectio 4.4, "Create a multi-tabbed regio cotaiig two charts" Sectio 4.5, "Create a multi-tabbed regio cotaiig a form, report, ad chart" Sectio 4.5.3, "Create two LOVs for the commissio search form" Sectio 4.6, "Create a customer etry form" Sectio 4.7, "Create a product report" Sectio 4.8, "Create a meu cotaiig liks" 4-2 Oracle Portal Buildig Advaced Portals

73 Create a tabbed page ad add a page as a portlet 4.1 Create a tabbed page ad add a page as a portlet I this sectio, you will create the layout for the Sales page of the Iside Healthy Livig portal. You will also create tabs o the page ad add the Mai page from Chapter 3 as a portlet. Note: I order to add the Mai page as a portlet, you must select the Publish as Portlet check box o the Access tab of the Customize Mai Page dialog. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Page Tasks ad click Go. I the right pae, click Creatig a page. 1. Log ito Oracle Portal Note: If you do ot have a user ID ad password, cotact your portal admiistrator. 2. I the Navigator, click the Pages tab. Note: Next to Path, make sure it reads: Path: Pages. 3. Next to My Pages, click Create. 4. I the Name field, eter <YourName>IsideHLW. 5. I the Display Name field, eter <Your Name> Iside Healthy Livig. 6. Click Next. 7. From the Layout Template list, choose Plai Layout. 8. From the Style list, choose Healthy Livig Page Style. 9. Click Next. 10. Click to add a tab to the page. 11. Next to your ew tab, called "New Tab," click to add aother tab to the page. 12. O the first ew tab, click to edit the tab ame. 13. I the Display Name field, eter Mai. 14. Click Apply. 15. Click Close. 16. O the tab called "New Tab," click to edit the tab ame. 17. I the Display Name field, eter Sales. 18. Click Apply. 19. Click Close. Creatig a lie of busiess page for your itraet portal 4-3

74 Add a existig folder as a portlet 20. Make sure the Mai tab is active. 21. Click to add a portlet. 22. Click Other Providers. 23. Click Oracle Portal Pages. 24. Uder Geeral, ext to <YourName> Mai, click to add the page as a portlet. Note: If you did ot complete Chapter 3, add HLW Mai Page as a portlet. This is the page we ve created for you to add. 25. Click OK. You should ow see the layout for the Mai page display o the Mai tab of your portal. 26. Click Fiish. Note: You ca chage the graphic i the baer by clickig o the Edit Defaults lik i the baer located o the Portlets tab of the Customize Page dialog. Uder Baer Logo Settigs, eter the fileame of the logo you wat to use. You have created a page cotaiig tabs, ad added a page as a portlet. Your portal should look somethig like this: 4.2 Add a existig folder as a portlet The steps i this sectio help you to add a existig folder as a portlet. Whe you add items to a cotet area, you must orgaize them ito folders so that others ca access the items via a portal. Oce you ve created these folders, you ca expose them as portlets. Note that you caot expose a item as a portlet. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Cotet Area Tasks ad click Go. I the right pae, click Workig With Folders. 4-4 Oracle Portal Buildig Advaced Portals

75 Add a existig folder as a portlet You ca also follow these steps to add a cotet area as a portlet (just select a cotet area istead of a folder), but oly the iformatio i the root folder ad the sub-folders will display i the portlet. 1. I the Navigator, click the Pages tab. 2. Navigate to the <YourName> Iside Healthy Livig page. 3. Click Edit. 4. Click the Portlets tab. 5. Click the Sales tab. 6. Click. 7. Click Other Providers. 8. Scroll dow util you see Iside Healthy Livig Repository. 9. Next to Our Compay, click to add the folder as a portlet. Note: If you do ot see the folder i the list of providers, cotact your portal admiistrator. 10. Click OK. 11. Click Close. Your portal, cotaiig the folder, should look somethig like this: Creatig a lie of busiess page for your itraet portal 4-5

76 Create a sales chart portlet that liks to a report 4.3 Create a sales chart portlet that liks to a report Create the report The steps i this sectio help you create a report usig the Query Wizard. Here, you will lik a chart to the report, the display the chart as portlet. This way, users ca view the chart, the drill dow to the report for more iformatio. If you have ot created a applicatio, follow the steps i Sectio 3.4.1, "Create a evet caledar usig the Create Caledar Wizard" to create a applicatio uder your ame. Whe you create the applicatio, make sure you select the Expose as Provider check box o the Access tab for the applicatios. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Applicatio Tasks ad click Go. I the right pae, click Buildig Compoets. To create a chart that liks to a report, you must first create the report that displays iformatio related to that displayed i the chart. You will create the chart i Sectio 4.3.4, "Create a sales chart". 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. Note: If you do ot see this applicatio, cotact your portal admiistrator. Make sure you choose the <DEMO SCHEMA> schema, where DEMO SCHEMA is the schema where the demo schema objects are istalled. If you do ot have access to this schema, cotact your database admiistrator or refer to Appedix A. 3. Next to Create New, click Report. 4. Click Reports From Query Wizard. 5. I the Name field, eter <YourName>_REGIONAL_SALES_REPORT. 6. I the Display Name field, eter <YourName> Regioal Sales Report. 7. Make sure Casebook30_Applicatio is chose from the Applicatio list. 8. Click Next. 9. Next to the Tables or Views field, click. 10. I the search field, eter <DEMO SCHEMA>.HLW_SALES_VIEW ad click Fid. Note: The ame of the view should be prefixed by the schema that was istalled by your portal admiistrator. If you do ot see the view, or if you re ot sure what the schema ame is, cotact your portal admiistrator. 4-6 Oracle Portal Buildig Advaced Portals

77 Create a sales chart portlet that liks to a report 11. Whe the view displays, click it. The Search widow closes, ad the view ame ow displays i the Table or Views field. 12. Click Add. The view ame displays uder Selected Tables/Views. 13. Click Next. 14. O the Table or View Colums tab, click to move all the colums to the Selected Colums list. 15. Use ad to reorder the colums, so that they display like this: SALES_VIEW.REGION SALES_VIEW.ID SALES_VIEW.CUSTOMER SALES_VIEW.AMOUNT 16. Click Next. 17. O the Colum Coditios tab, click Next. 18. O the Report Layout tab, make sure Tabular is selected. 19. Click Next. 20. O the Colum Formattig tab, ext to HLW_SALES_VIEW.ID, chage the Colum Headig to Order#. 21. Next to SALES_VIEW.ID, uder Alig, choose Left. 22. Click Next. 23. O the Formattig Coditios tab, make the followig chages to the first row: a. From the Colum list: choose NO CONDITION. b. From the Row/Col list: choose <DEMO_SCHEMA>_SALES_VIEW.AMOUNT. c. From the Backgroud Color list: choose Gree, Pale. 24. Click Next. 25. O the Display optios tab, uder Full Page Optios, choose Thi Border from the Border list. 26. From the Headig Backgroud color list, choose Gree, Pale. Creatig a lie of busiess page for your itraet portal 4-7

78 Create a sales chart portlet that liks to a report 27. From the Table Row Color(s) list, choose Gray, Light. 28. Uder Portlet Optios, make the same chages to the Border, Headig Backgroud, ad Table Row Color. 29. Uder Break Optios, choose Left Break from the Break Style list. 30. From the First Break Colum list, choose HLW_SALES_VIEW.REGION. 31. Uder Row Order optios, choose HLW_SALES_VIEW.REGION from the Order By list. Make sure Ascedig is chose. 32. From the first The By list, choose HLW_SALES_VIEW.CUSTOMER, the make sure Ascedig is chose. 33. From the secod The By list, choose HLW_SALES_VIEW.ID, the make sure Ascedig is chose. 34. Click Next. 35. Uder Customizatio Form Display Optios, make the followig chages to the first row: Select the Value Required check box. From the Colum Name list, choose HLW_SALES_VIEW.REGION. I the Prompt field, eter Regio. 36. Uder Formattig Optios, clear all of the check boxes: Output Format Maximum Rows Break Colums Fot Size Order By Layout format Display Name 37. Click Fiish. 38. Click the Access tab. 39. Select the Publish to Portal check box. 40. Click Apply, the click Close. Your report is ow fiished. 4-8 Oracle Portal Buildig Advaced Portals

79 Create a sales chart portlet that liks to a report Testig the sales report Before you create the chart, you should test the sales report to make sure it works. 1. Display the Develop tab of the Maage Compoet dialog for the <YourName>_ REGIONAL_SALES_REPORT. This dialog should be displayig already if you are cotiuig from Sectio 4.3.1, "Create the report". 2. Click Ru. Notice that the compoet displays i a ew Web browser widow. Note: You should get a error: Required field ot set yet. This error occurs because you set the report s customizatio form to request a value. 3. Close the browser widow ad retur to the Web browser widow that curretly displays the Maage Compoet dialog for the REGIONAL_SALES_REPORT. 4. I the Maage Compoet dialog, click Customize. 5. From the REGION drop-dow list, choose =. 6. I the field, eter Southeast. Note: This field is case-sesitive. 7. Click Ru Report. The report that displays should look somethig like this: Create a lik to your sales report I this sectio, you create the lik that coects the chart to the report. Doig so eables you to click o the retured values i the chart to drill dow to more iformatio o that value, based o the Regioal Sales report you created i Sectio 4.3.1, "Create the report". For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Applicatio Tasks ad click Go. I the right pae, click Buildig Compoets, the click Usig a lik betwee compoets. Creatig a lie of busiess page for your itraet portal 4-9

80 Create a sales chart portlet that liks to a report 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click Lik. 4. I the Lik Name field, eter <YourName>_REGIONAL_SALES_REPORT_LINK. 5. From the Applicatio field, make sure Casebook30_Applicatio is chose. 6. Click Next. 7. Make sure the Oracle Portal Compoet radio butto is selected. 8. I the Target Compoet or URL field, eter CASEBOOK30_ APPLICATION.<YourName>_REGIONAL_SALES_REPORT. 9. Click Fiish Create a sales chart The steps i this sectio help you create the chart that you will the lik to the report you created i Sectio 4.3.1, "Create the report". 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click Chart. 4. Click Charts From Query Wizard. 5. I the Name field, eter <YourName>_TOTAL_SALES_CHART. 6. I the Display Name field, eter <YourName> Total Sales Chart. 7. From the Applicatio list, make sure Casebook30_Applicatio is chose. 8. Click Next. 9. I the Table/Views field, eter <DEMO_SCHEMA>.HLW_SALES_VIEW. Tip: If you get a error whe tryig to use this view, try usig the Search widow. If you do ot see the <DEMO_SCHEMA> schema, cotact your portal admiistrator. 10. Click Next. 11. O the Table or View Colums tab, from the Label list, choose REGION. 12. From the Lik list, choose <YourName>_REGIONAL_SALES_REPORT_LINK (the lik you just created i Sectio 4.3.3, "Create a lik to your sales report") Oracle Portal Buildig Advaced Portals

81 Create a sales chart portlet that liks to a report 13. Next to the Lik list, click. 14. I the widow that displays, from the Coditio list, choose =. 15. From the first Colum Name list, choose REGION. 16. Click OK. 17. From the Value list, choose AMOUNT. 18. From the Group Fuctio list, choose SUM. 19. Click Next. 20. O the Colum Coditios tab, click Next. 21. O the Display Optios tab, uder Commo Optios, choose ORDER BY VALUE from the Order By list. 22. Uder Full Page Optios, i the Value Format Mask field, eter $ i frot of the umerals 999,999,999,999, Click Fiish. 24. I the Maage Compoet dialog, click Access. 25. Select the Publish to Portal check box. 26. Click Apply, the Close. Your chart is ow fiished Test the chart with liks Now that you ve create the report, the lik, ad the chart, try testig the chart to make sure the liks display the correspodig data i the report. 1. I the Maage Compoet dialog, o the Develop tab, click Ru. You should see somethig like this: Creatig a lie of busiess page for your itraet portal 4-11

82 Create a sales chart portlet that liks to a report 2. Click Northeast. The followig should display: Display the chart as a portlet After you ve created the chart with liks, you ca ow display it as a portlet. Whe you click the liks i the chart, the correspodig field i the report will display. 1. I the Navigator, click the Pages tab. 2. Navigate to <YourName> Iside Healthy Livig. 3. Click Edit. 4. Make sure the Sales tab is highlighted. 5. Click to add a ew regio. The Sales page should ow be divided ito two regios, with the folder portlet you added i Sectio 4.2, "Add a existig folder as a portlet" displayig i the left regio. 6. O the Portlets tab, i the left pae, click. 7. I the Add Portlets dialog, click Other Providers. 8. Click Casebook30_Applicatio. 9. Uder Casebook30_Applicatio, fid the chart called <YourName> Total Sales Chart. 10. Next to the chart, click. 11. Click OK. 12. Click Close. The chart displays i your portal Oracle Portal Buildig Advaced Portals

83 Create a multi-tabbed regio cotaiig two charts 4.4 Create a multi-tabbed regio cotaiig two charts The steps i this sectio help you create two differet charts: oe that displays the sales budget for the year, ad oe that displays the top reveue for each product. You will the display the two charts i a sigle portlet, alog with the chart you created i Sectio 4.3, "Create a sales chart portlet that liks to a report". Doig so eables the salespeople to easily referece each chart, as well as orgaize their iformatio. You ca also use multiple tabs i a regio to easily display differet views of the same data i the same regio Use the available charts For your coveiece, we ve created the two charts you will add to a sigle portlet. To access these charts, you must have Edit or higher schema access privileges. If you do ot have these privileges (or do ot kow), cotact your portal admiistrator. Note: For the purposes of this exercise, you ca use ay charts that you have access to. Creatig a lie of busiess page for your itraet portal 4-13

84 Create a multi-tabbed regio cotaiig two charts Add the charts to the same portlet I this sectio, you will create a multi-tabbed portlet, the add a chart to each of the tabs. 1. I the Navigator, click the Pages tab. 2. Click My Pages. 3. Next to the Iside Healthy Livig Page, click Edit. 4. O the Portlets tab, make sure the Sales tab is highlighted. 5. I the right-had colum, click to add a row to your ew colum. 6. I the top regio of the right-had colum, click to add a tab to the regio. 7. Repeat step 7 so that two tabs display i the same regio. The layout should ow look somethig like this: 8. Next to the first ew tab, click. 9. I the Display Name field, eter Sales Budget by Regio. 10. Click Apply Oracle Portal Buildig Advaced Portals

85 Create a multi-tabbed regio cotaiig two charts 11. Click Close. 12. Follow steps for the secod tab ad ame it Top Reveues. 13. Click the Sales Budget by Regio tab. 14. Click. 15. I the Add Portlets dialog, click Other Providers. 16. Click Casebook30_Applicatio. 17. Next to the chart amed Budget Regio Chart, click. 18. Click OK. 19. Click the Top Reveues tab. 20. Click. 21. I the Add Portlets dialog, click Other Providers. 22. Click Casebook30_Applicatio. 23. Next to the chart amed Top Reveue Chart, click. 24. Click OK. 25. Click Close. The tabbed portlet displays o the Sales tab of the portal. The resultig page should look somethig like this: Creatig a lie of busiess page for your itraet portal 4-15

86 Create a multi-tabbed regio cotaiig a form, report, ad chart 4.5 Create a multi-tabbed regio cotaiig a form, report, ad chart The steps i this sectio help you create a chart, a report, ad a search form that lets you access all sales commissio iformatio. You will the display these three compoets i a sigle regio. Doig so will make it easy for salespeople to view their departmet s commissio iformatio i three differet ways Create a sales commissio chart I this sectio, you use the Charts from SQL Query Wizard. Creatig a chart based o a SQL query is powerful because you ca create your ow SQL statemet. If you wat to add a lik to this chart, you ca also add the lik s SQL statemet to the SQL statemet i the chart. 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click Chart. 4. Click Charts From SQL Query. 5. I the Name field, eter <YourName>_COMM_REG_CHART. 6. I the Display Name field, eter <YourName> Sales Commissio Chart Oracle Portal Buildig Advaced Portals

87 Create a multi-tabbed regio cotaiig a form, report, ad chart 7. Make sure Casebook30_Applicatio is chose from the Applicatio list. 8. Click Next. 9. I the SQL Query field, eter somethig like this: select ull the_lik, r.regio_ame Regio, sum(e.commissio) Commissio from <DEMO_SCHEMA>.hlw_staff e, <DEMO_SCHEMA>.hlw_regios r where r.regio_id = e.regio_id group by regio_ame order by 1 Note: Do ot copy ad paste the code directly from this text. You must chage the ame of the table accordig to the ame of the schema where the demo schema objects are istalled. 10. Click Next. Note: If you receive a error at this poit, you may have etered the SQL query icorrectly. Verify that your SQL statemet is accurate. If the statemet is correct ad you still receive a error, check with your portal admiistrator to verify that you have access to the <DEMO_SCHEMA> schema. 11. I the Value Format Mask field, eter $ i frot of the 999,999,999,999, Click Next. 13. O the Customizatio Form Display Optios tab, click Next. 14. I the Header Text field, eter Total Commissio for Each Regio. 15. Click Fiish. 16. I the Maage Compoet dialog, click Access. 17. Select the Publish to Portal check box. 18. Click Apply. 19. Click Develop. 20. Click Ru to test the ew chart. The chart should look somethig like this: Creatig a lie of busiess page for your itraet portal 4-17

88 Create a multi-tabbed regio cotaiig a form, report, ad chart Create a sales commissio report I this sectio, you use the Reports from Query Wizard to create a report that will display o oe of the tabs i the multi-tabbed portlet. 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click Report. 4. Click Reports From Query Wizard. 5. I the Name field, eter <YourName>_COMMISSION_REPORT. 6. I the Display Name field, eter <YourName> Sales Commissio Report. 7. Make sure Casebook30_Applicatio is chose from the Applicatio list. 8. Click Next. 9. Add the two followig tables: <DEMO_SCHEMA>.HLW_STAFF <DEMO_SCHEMA>.HLW_REGIONS Note: DEMO_SCHEMA is the ame of the schema i which the demo schema objects are istalled. To add the tables, eter each table ame i the field, the click Add. Oce you ve added the tables, the table ames display below the field. 10. Click Next. 11. O the Joi Coditios tab, you should see a default joi display: HLW_REGIONS.REGION_ID = HLW_STAFF.REGION_ID 4-18 Oracle Portal Buildig Advaced Portals

89 Create a multi-tabbed regio cotaiig a form, report, ad chart If this default coditios displays, leave it ad go to the ext step. If this default coditio does ot display, create the joi by choosig the appropriate colums from the lists. 12. Click Next. 13. Select the followig colums by clickig o each i the Colums list, the clickig to move the colum to the Selected Colums list: HLW_REGIONS.REGION_NAME HLW_STAFF.EMPLOYEE_ID HLW_STAFF.NAME HLW_STAFF.COMMISSION 14. Click Next. 15. I the first row, from the Colum Name list, choose HLW_STAFF.COMMISSION. 16. From the Coditio list, choose ot ull. 17. Click Next. 18. Make sure Tabular Layout is chose. 19. Click Next. 20. Uder Colum Headig, chage Regio Name to Regio. 21. Chage Employee Id to Employee#. 22. Next to HLW_STAFF.COMMISSION, uder Format Mask, eter $999, Click Next. 24. O the Formattig Coditios tab, click Next. 25. Uder Full Page Optios, choose Thick Border from the Border list. 26. From the Headig Backgroud Color list, choose Gree, Pale. 27. Uder Portlet Optios, chage the Border to Thick Border ad the Headig Backgroud Color to Gree, Pale. 28. Uder Break Optios, make sure Left Break is chose. 29. From the First Break Colum list, choose HLW_REGIONS.REGION_NAME. 30. Uder Row Order Optios, choose HLW_REGIONS.REGION_NAME from the Order By list, the choose Ascedig. Creatig a lie of busiess page for your itraet portal 4-19

90 Create a multi-tabbed regio cotaiig a form, report, ad chart 31. I the ext row, choose HLW_STAFF.COMMISSION from the Order By list, the choose Descedig. 32. Click Next. 33. O the Customizatio Form Display Optios tab, click Next. 34. O the Report ad Customizatio Form Text tab, i the Header Text field, eter: <H4>Report o all Employees ad their Commissios by Regio</H4>. 35. Click Fiish. 36. I the Maage Compoet dialog, click Access. 37. Select the Publish to Portal check box. 38. Click Apply. 39. Click Develop. 40. Click Ru to test the report. The report should look somethig like this: 4-20 Oracle Portal Buildig Advaced Portals

91 Create a multi-tabbed regio cotaiig a form, report, ad chart Create two LOVs for the commissio search form I this sectio you will create two lists of values (LOVs) that you will the use i Sectio 4.5.4, "Create a commissio search form". Oe of these LOVs will deped o the items you choose i aother LOV. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Applicatio Tasks ad click Go. I the right pae, click Buildig Compoets, the click Buildig Lists of Values Create DEPARTMENT_LOV static list of values This LOV will cotrol the items that display i the LOV you will create i Sectio , "Create EMP_LOV dyamic list of values with a bid variable". Whe you choose a departmet umber from this LOV, the employees of that departmet will display i the Employee LOV. 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click List of Values. 4. Click Static List of Values. 5. Make sure Casebook30_Applicatio is chose i the Ower drop-dow list. 6. I the Name field, eter <YourName>_DEPARTMENT_LOV. 7. From the Default format list, choose Combo box. 8. From the Show Null Value list, choose Yes. 9. I the first row, i the Display Value field, eter Head Office. 10. I the Retur Value field, eter I the Display Order field, eter Add the followig values: Table 4 1 Departmet Static List of Values Maufacturig 20 2 Developmet 30 3 Sales 40 4 Shippig 50 5 Creatig a lie of busiess page for your itraet portal 4-21

92 Create a multi-tabbed regio cotaiig a form, report, ad chart Table 4 1 Departmet Static List of Values Operatios 60 6 Huma Resources 70 7 Note: Click More to add more rows. 13. Click OK Create EMP_LOV dyamic list of values with a bid variable This LOV will chage depedig o the item chose from the Departmet List of Values. Whe you choose a departmet umber from the DEPARTMENT_LOV, the employees of that departmet will display i this LOV. To create a LOV that depeds o aother, you must use a bid variable i its SQL query. 1. Follow steps 1 through 3 from Sectio , "Create DEPARTMENT_LOV static list of values". 2. Click Dyamic List of Values. 3. I the Name field, eter <YourName>_EMP_LOV. 4. From the Default format list, choose Combo box. 5. From the Show Null Value list, choose Yes. 6. I the SQL Query field, eter somethig like this: select NAME, employee_id from <DEMO_SCHEMA>.hlw_staff where departmet_o = :depto order by ame Note: Do ot directly copy ad paste the SQL from this text. You must replace the schema ame with the ame of the schema where the demo schema objects are istalled. 7. Click OK Create a commissio search form Before you ca complete this sectio, you must create the lists of values (see Sectio 4.5.3, "Create two LOVs for the commissio search form"). If you do ot wat to create the lists of values first, you ca always edit this form later Oracle Portal Buildig Advaced Portals

93 Create a multi-tabbed regio cotaiig a form, report, ad chart 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click Form. 4. Click Forms based o table or view. 5. I the Name field, eter <YourName>_COMM_SEARCH_FORM. 6. I the Display Name field, eter <YourName> Sales Commissio Lookup. 7. Make sure Casebook30_Applicatio is chose from the Applicatio list. 8. Click Next. 9. Add the <DEMO_SCHEMA>.HLW_STAFF table. Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. To add a table, eter the table ame i the Table or View field. 10. Click Next. 11. Make sure Tabular is selected. 12. Click Next. 13. I the left pae, display the items below FORM. Note: If you do ot see ay items listed below FORM i the left pae, click FORM. ext to 14. Here, we ll delete the fields ad buttos that we do ot eed for this form. If you re just creatig this form for learig purposes, you ca skip this step. Next to each of the followig items, click click OK to accept the dialog: INSERT_TOP UPDATE_TOP DELETE_TOP NAME JOB REGION_ID EMPLOYEE_GENDER MARITAL_STATUS to remove the item from the form, the Creatig a lie of busiess page for your itraet portal 4-23

94 Create a multi-tabbed regio cotaiig a form, report, ad chart USER_ID _ID HIRE_DATE ANNUAL_SALARY MANAGER_ID BUDGET VACATION_DAYS EMPLOYEE_ADDRESS EMPLOYEE_CITY EMPLOYEE_ZIP EMPLOYEE_STATE EMPLOYEE_PHONE INSERT_BOTTOM UPDATE_BOTTOM DELETE_BOTTOM QUERY_BOTTOM RESET_BOTTOM 15. I the left pae, click FORM. The form s properties display i the right pae. 16. From the Box Backgroud Image list, choose Dude. 17. From the Box Border list, choose Thick Border. 18. Clear the Show Timig check box. 19. Next to Order By, choose EMPLOYEE_ID from the list, ad make sure Ascedig is chose. 20. I the left pae, ext to DEPARTMENT_NO, click util DEPARTMENT_NO displays above EMPLOYEE_ID. 21. I the left pae, click QUERY_TOP. 22. I the Label field, eter Search. 23. I the left pae, click DEPARTMENT_NO Oracle Portal Buildig Advaced Portals

95 Create a multi-tabbed regio cotaiig a form, report, ad chart 24. From the Item Type list, choose Combobox. 25. I the Label field, eter Departmet. 26. From the List of Values list, choose <YourName>_DEPARTMENT_LOV. Tip: Choose the LOV you created i Sectio , "Create DEPARTMENT_LOV static list of values". 27. I the left pae, click EMPLOYEE_ID. 28. From the Item Type list, choose Combobox. 29. I the Label field, eter Employee. 30. From the Fot Color list, choose Black. 31. From the List of Values list, choose <YourName>_EMP_LOV. Tip: Choose the LOV you created i Sectio , "Create EMP_LOV dyamic list of values with a bid variable". 32. From the Set bidig(s) for the bid variable(s) defied i the lov depto list, choose DEPARTMENT_NO. 33. Click Next. 34. I the Header Text field, eter Search for Employee Commissio. 35. Click Fiish. 36. I the Maage Compoet dialog, click Access. 37. Select the Publish to Portal check box. 38. Click Apply. 39. Click Develop. 40. Click Ru to test the form. The form should look somethig like this: Creatig a lie of busiess page for your itraet portal 4-25

96 Create a multi-tabbed regio cotaiig a form, report, ad chart Note: You should be able to choose a departmet ame ad a employee ame from each of the two drop-dow lists. These drop-dow lists are based o the two LOVs you created i Sectio 4.5.3, "Create two LOVs for the commissio search form" Add the chart, report, ad form to the same portlet I this sectio, you will add all the compoets you created to the same portlet. 1. I the Navigator, click the Pages tab. 2. Click My Pages. 3. Next to <YourName> Iside Healthy Livig, click Edit. 4. Follow the steps i Sectio 4.4.2, "Add the charts to the same portlet"ad create three tabs with the followig ames i the bottom right regio: Commissio Chart Commissio Report Commissio Lookup Note: Remember to click Apply whe you chage the ame of the tab. 5. Add the chart, <YourName> Sales Commissio Chart, to the Commissio Chart tab. 6. Add the report, <YourName> Sales Commissio Report, to the Commissio Report tab. 7. Add the form, <YourName> Sales Commissio Lookup, to the Commissio Lookup tab. 8. Close the Customize Page dialog. The portlet should look somethig like this (the tab cotaiig the commissio form is curretly active): 4-26 Oracle Portal Buildig Advaced Portals

97 Create a customer etry form 4.6 Create a customer etry form The steps i this sectio help you create a etry form i which salespeople ca add, update, ad remove customer iformatio from the database. You ca create forms i Oracle Portal that display as portlets, to eable users to easily update ad access iformatio i the database Create a database sequece I this sectio, you create a database sequece that the form uses to assig each customer record a uique ID. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Admiistratio Tasks ad click Go. I the right pae, click Buildig Database Objects. 1. I the Navigator, click Database Objects. Note: You must have MANAGE ALL SCHEMAS global privilege or Maage privileges o the <DEMO_SCHEMA> schema to create database objects. 2. Uder Name, click <DEMO_SCHEMA>. 3. Next to Create New, click Sequece. 4. I the Sequece Name field, eter <YourName>_NEW_CUSTOMER. Tip: It s always a good idea to give your database objects (or ay compoet) a meaigful ame, particularly whe you share your applicatios with other users. 5. I the Schema list, make sure <DEMO_SCHEMA> is chose. Creatig a lie of busiess page for your itraet portal 4-27

98 Create a customer etry form 6. Click Next. 7. I the Icremet By field, eter I the Start With field, eter Note: Settig the two fields with these values causes the customer etries i the database to begi with the umber Every followig record will icremet by 1, such that the secod customer record will have the ID of Click Fiish. 10. I the Navigator, fid the ew database sequece (<YourName>_NEW_CUSTOMER) o the Database Objects tab. Note: You ca use the Fid field to search for a specific database object. 11. Next to the sequece, click Grat Access. 12. I the User/Role field, eter PUBLIC. 13. Click SELECT i the list. 14. Click Add to List. 15. Click Close. You have ow created a database sequece umber that ca be used by the form you create i the ext sectio Create a REGION LOV for the form 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click List of Values. 4. Click Dyamic List of Values. 5. I the Name field, eter <YourName>_REGION_LOV. 6. From the Default format list, choose Combo box. 7. From the Show Null Value list, choose Yes. 8. I the SQL Query field, eter somethig like this: select regio_ame, regio_id from <DEMO_SCHEMA>.HLW_REGIONS 4-28 Oracle Portal Buildig Advaced Portals

99 Create a customer etry form Note: Do ot directly copy ad paste the SQL from this text. You must replace the schema ame with the ame of the schema where the demo schema objects are istalled. 9. Click OK Create a customer etry form I this sectio, you will create a form where salespeople withi the Healthy Livig compay ca eter ew customers, or update existig customers iformatio. 1. I the Navigator, click the Applicatios tab. The objects for Casebook30_Applicatio should display. Note: If Casebook30_Applicatio does ot display, avigate to it usig the liks at the top of the page. 2. Next to Create New, click Form. 3. Click Forms based o tables or views. 4. I the Name field, eter <YourName>_CUSTOMER_ENTRY_FORM. 5. I the Display Name field, eter <YourName> Customer Etry Form. 6. I the Applicatio field, make sure Casebook30_Applicatio is chose. 7. Click Next. 8. I the Table or View field, eter <DEMO_SCHEMA>.HLW_CUSTOMERS. Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 9. Click Next. 10. Select the Tabular radio butto. 11. Click Next. 12. I the left pae, uder FORM, you should see a list of table colums. If you do ot see aythig listed uder FORM, click, ext to FORM. 13. Next to each of the followig items, click to remove the item from the form, the click OK to accept the dialog: PASSWORD GENDER AGE Creatig a lie of busiess page for your itraet portal 4-29

100 Create a customer etry form INCOME CURRENCY CREDIT_CARD_OWNER_NAME CREDIT_CARD_TYPE CREDIT_CARD_NUMBER CREDIT_CARD EXPIRATION_DATE ADDRESS_LINE2 INSERT_BOTTOM UPDATE_BOTTOM DELETE_BOTTOM QUERY_BOTTOM RESET_BOTTOM 14. At the top of the left pae, click FORM to display the Form-Level properties for the form. 15. I the right pae, uder Form Level Optios, choose World from the Box Backgroud Image list. 16. From the Box Border list, choose Thick Border. 17. Clear the Show Timig check box. 18. From the Order by list, choose ID, the make sure Ascedig is chose. 19. I the left pae, click ID to display the Item Level Optios for ID. 20. I the right pae, i the Label field, eter Customer ID. 21. Uder Validatio Optios, i the Default Value field, eter #<DEMO_ SCHEMA>.<YourName>_NEW_CUSTOMER.extval. Note: DEMO_SCHEMA is the ame of the schema where the schema objects are istalled. Also, eterig a default value tells this item to base the customer ID umber o the database sequece you created i Sectio 4.6.1, "Create a database sequece". 22. I the left pae, click PHONE_NUMBER to display its properties. 23. I the right pae, i the Label field, eter Phoe Number. 24. I the left pae, click _ADDRESS to display its properties Oracle Portal Buildig Advaced Portals

101 Create a customer etry form 25. I the right pae, i the Label field, eter Address. 26. I the Iput Width field, eter I the left pae, click ADDRESS_LINE1 to display its properties. 28. I the right pae, i the Label field, eter Address. 29. I the Iput Width field, eter I the left pae, click CITY. 31. I the right pae, i the Iput Width field, eter I the left pae, click POSTAL_CODE. 33. I the right pae, i the Label field, eter Postal Code. 34. I the left pae, click REGION_ID. 35. I the right pae, choose ComboBox from the Item type list. 36. I the Label field, eter Regio. 37. I the List of Values field, choose <YourName>_REGION_LOV. 38. Click Fiish. Sice this form will be accessed via the meu you create i Sectio 4.8, "Create a meu cotaiig liks", you do ot eed to publish it to the portal. Note: You ca always go back ad chage the Iput Width for each of the fields, depedig o the data you are usig. Creatig a lie of busiess page for your itraet portal 4-31

102 Create a product report 4.7 Create a product report The steps i this sectio help you create a report that lists all the products cotaied i the database. I Sectio 4.8, "Create a meu cotaiig liks", you create a meu portlet that eables users to access this report via a lik. You ca skip this sectio if you ve already created a report. You will also use the customizatio form to allow users to customize the report. The details you specify o this form display whe users click the Customize lik i the portlet. This way, you ca cotrol the default data that displays o the portal page, but users ca arrow the report results usig the form you create. 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click Report. 4. Click Reports From Query Wizard. 5. I the Report Name field, eter <YourName>_PRODUCT_LISTINGS. 6. I the Display Name field, eter <YourName> Product Listigs. 7. I the Applicatio field, make sure Casebook30_Applicatio is chose. 8. Click Next. 9. I the Table or Views field, eter <DEMO_SCHEMA>.HLW_PRODUCTS. Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 10. Click Add. The table displays i the Selected Tables/Views list. 11. Click Next. 12. I the Colums list, select the followig colums (i Widows, you ca press CTRL ad click to select multiple colums): HLW_PRODUCTS.ID HLW_PRODUCTS.NAME HLW_PRODUCTS.PRICE HLW_PRODUCTS.DESCRIPTION 13. Click to move the selected colums to the Selected Colums list. 14. I the Selected Colums list, click HLW_PRODUCTS.PRICE Oracle Portal Buildig Advaced Portals

103 Create a product report 15. Click to move this colum to the ed of the list. 16. Click Next. 17. O the Colum Coditios tab, click Next. 18. O the Report Layout tab, make sure the Tabular Layout radio butto is selected, the click Next. 19. Next to HLW_PRODUCTS.ID, chage the Colum Headig from Id to Product #. 20. Next to HLW_PRODUCTS.ID, from the Alig list, choose Left. 21. Next to HLW_PRODUCTS.DESCRIPTION, from the Width Type list, choose Char. 22. Next to HLW_PRODUCTS.DESCRIPTION, i the Width field, eter Next to HLW_PRODUCTS.PRICE, i the Format Mask field, eter $999, Click Next. 25. O the Formattig Coditios tab, click Next. 26. Uder Full Page Optios, choose Thi Border from the Border drop-dow list,. 27. From the Headig Backgroud Color list, choose Gree, Pale. 28. Uder Portlet Optios, chage the border to Thi Border ad the Headig Backgroud Color to Gree, Pale. 29. Uder Row Order Optios, choose HLW_PRODUCTS.ID from the Order By list, the choose Ascedig. 30. Click Next. 31. O the Customizatio Form Display Optios tab, click Next. 32. I the Header Text field, eter <CENTER>. 33. I the Footer Text field, eter </CENTER>. 34. Click Fiish. 35. I the Maage Compoets dialog, click Access. 36. Select the Publish to Portal check box. 37. Click Apply. 38. Click Develop. 39. Click Ru. The report that displays should look somethig like this: Creatig a lie of busiess page for your itraet portal 4-33

104 Create a meu cotaiig liks 4.8 Create a meu cotaiig liks I this sectio, you will create a meu that provides access to various compoets you ve created, such as the Customer Etry Form. Creatig meus provides a way of orgaizig compoets, folders, ad HTML pages i Oracle Portal that users wat to easily access from the portal Create two liks for your meu Before you create a meu, you must create the liks that the meu will hold. Whe the user clicks these liks, the correspodig compoet, page, or item will display. 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click Lik. 4. I the Lik Name field, eter <YourName>_PRODUCT_REPORT. 5. Click Next. 6. Select the Oracle Portal Compoet radio butto. 7. I the Target Compoet or URL field, eter Casebook30_ Applicatio.PRODUCT_LISTINGS Oracle Portal Buildig Advaced Portals

105 Create a meu cotaiig liks Note: This field is case-sesitive. 8. Click Fiish. 9. I the Maage Compoet dialog, click Access. 10. Make sure the Iherit Privileges from Applicatio check box is selected. 11. Click Close Create a meu 12. Follow steps 3 through 11 to create a secod lik with the followig details: Name = <YOURNAME>_ADD_NEW_CUSTOMER Target Compoet or URL = Casebook30_Applicatio.CUSTOMER_ENTRY_ FORM Whe you ve fiished, your liks should display i the Navigator. I this sectio, you will create two meu items that will lik to the Product Report ad Customer Etry Form you created i this chapter. These items rely o the liks you created i Sectio 4.8.1, "Create two liks for your meu". 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click Meu. 4. I the Meu Name field, eter <YourName>_SALES_MENU. 5. I the Display Name field, eter <YourName> Sales Meu. 6. I the Applicatio field, make sure Casebook30_Applicatio is chose. 7. Click Next. 8. O the Meu Items ad Submeus tab, make sure My Meu is highlighted i the left pae. 9. I the Name field, eter <YourName> Sales Meu. 10. Next to My Meu i the left pae, click. Note: The meu ame updates whe you click. 11. Make sure MENU_ITEM_1 is selected i the left pae. 12. I the Name field, eter Product List Report. Creatig a lie of busiess page for your itraet portal 4-35

106 Create a meu cotaiig liks 13. I the Bullet Ico field, eter sql.gif. 14. Next to the Lik field, click. 15. I the Search widow, fid <YourName>_PRODUCT_LISTINGS (SHOW) (the first lik you created i Sectio 4.8.1, "Create two liks for your meu"). 16. I the Descriptio field, eter: 17. Check out the latest iformatio from our product listig report. Here, you ca view complete pricig iformatio. 18. From the Fot Face list, choose Arial. 19. I the left pae, ext to Sales Meu, click. 20. I the Name field, eter Customer Etry Form. 21. I the Bullet Ico field, eter sql.gif. 22. I the Lik field, click. 23. I the Search widow, click <YourName>_CUSTOMER_ENTRY_FORM (SHOW) (the secod lik you created i Sectio 4.8.1, "Create two liks for your meu"). The lik should display i the Lik field. 24. I the Descriptio field, eter: If you have a ew customer, you ca eter his iformatio ito the database usig this customer etry form. 25. From the Fot Face list, choose Arial. 26. Click Fiish. 27. I the Maage Compoet dialog, click Access. 28. Select the Publish to Portal check box. 29. Clear the Iherit Privileges from Applicatio check box. 30. Click Apply. 31. Click Develop. 32. Click Edit. 33. Make sure Sales Meu is selected i the left pae. 34. Uder Commo Optios (you may have to scroll dow the right pae to fid this headig), clear the followig check boxes: Show Timig 4-36 Oracle Portal Buildig Advaced Portals

107 Create a meu cotaiig liks Show Fid Optio Butto Log Activity 35. I the left pae, click Product List Report. 36. Click OK. 37. I the Maage Compoet dialog, click Ru. The meu displays like this: Try clickig the liks to make sure the Product Report ad Customer Etry Form both display Add the meu as a portlet 1. I the Navigator, click the Pages tab. 2. Navigate to <YourName> Iside Healthy Livig. 3. Click Edit. 4. Make sure the Sales tab is highlighted. 5. I the left regio, click. 6. I the Portlet Repository list, fid the Sales Meu ad click to add it. 7. Click OK. 8. Click Close. 9. Display the page i your browser. The fial portal should look somethig like this: Creatig a lie of busiess page for your itraet portal 4-37

108 Summary 4.9 Summary Cogratulatios! You have created a itraet portal specific to a lie of busiess, ad added differet types of portlets to it. You ow kow how to: Create a page. Add a folder as a portlet. Create a report usig the Report Based o a SQL Query. Create a chart cotaiig liks to a report Create a multi-tabbed portlet cotaiig three charts Create a multi-tabbed portlet cotaiig three views of the same data (report, chart, ad form) Create a customer etry form cotaiig: static list of values dyamic list of values a dyamic list of values that depeds o a static list of values 4-38 Oracle Portal Buildig Advaced Portals

109 Summary Create a report usig the Report from Query Wizard. Create a meu cotaiig liks Create a bid variable list of values For more iformatio about creatig a portal ad usig portlets, see the Oracle Portal Olie Help. Creatig a lie of busiess page for your itraet portal 4-39

110 Summary 4-40 Oracle Portal Buildig Advaced Portals

111 5 Creatig a Huma Resources portal with security This chapter describes how to use Oracle Portal to build a portal for a Huma Resources departmet i a fictitious compay (Healthy Livig Wholesalers), ad how to customize the pages of the portal for differet types of users. Here, you will create pages ad compoets, the implemet differet levels of security ad access privileges for these objects. If you are ufamiliar with creatig basic pages ad compoets, try buildig the samples i Chapter 3, "Creatig a itraet portal ad addig simple portlets" ad Chapter 4, "Creatig a lie of busiess page for your itraet portal". I this chapter, you will create three pages for the Huma Resources portal, oe for all employees (Huma Resources), oe just for Healthy Livig maagers (Maagers), ad oe just for Huma Resources represetatives (HR Reps). You will use the built-i security features to display a differet page for each of three types of users: public (all employees), Maagers (all compay maagers), ad HR Represetatives (all Healthy Livig Huma Resources represetatives). For more iformatio o plaig a page, see Chapter 2, "Plaig Your Web Cotet". For iformatio o creatig the types of users, cotact your portal admiistrator. You will use iformatio from a existig cotet area to eable users to access existig departmet iformatio via the portal. You ca either use the cotet area we ve provided, called the Iside Healthy Livig Repository, or create a ew oe by followig the steps i Chapter 6, "Creatig a iformatio repository". You will combie simple compoets to create complex applicatios that provide each type of user with a customized workplace. For example, you will create forms, a report, ad a caledar that display related iformatio. O the Huma Resources tab, a employee ca use a public form to submit a vacatio request, a report o the Maagers tab displays how much vacatio time she has left, as well as a caledar displays the duratio of the requested vacatio o the maager s page. A lik o the caledar takes the maager to a approval form, where she ca accept or reject the vacatio request. Creatig a Huma Resources portal with security 5-1

112 The followig figure illustrates the various parts of the Iside Healthy Livig portal, which cotais the three tabs of the Huma Resources portal. The Huma Resources page, which cotais the public folder of the Huma Resources cotet area (see Chapter 6, "Creatig a iformatio repository"), a geeral job vacacy report, a vacatio request form, ad a employee search form will look somethig like the followig:the Maagers page, which cotais the Maagers folder of the Huma Resources cotet area, a salary chart, ad a tabbed portlet that displays a caledar showig requested vacatio time ad a form to approve the requests will look somethig like the followig: The HR Represetatives page, which cotais the HR Represetatives folder of the Huma Resources cotet area, a staff vacatio balace report, ad a tabbed portlet that displays the job vacacy report ad a form to post or close vacacies will look somethig like the followig:to build the Iside Healthy Livig Huma Resources portal, you will use the Customize Page wizard to add tabs to a existig page (or the Create Page wizard to create a page if you have t completed Chapter 3 or 4), the Create Hierarchy wizard to create a compay orgaizatio chart, ad the Create Forms ad Create Reports wizards to create forms ad reports that relate to oe aother. You will also use the Grat Access tabs of the Maage Compoet dialog to implemet security at the compoet level. You eed Edit or higher access privileges to the demo schema to complete this chapter. You also eed Edit or higher applicatio privileges to build the compoets i this chapter. If you do ot have these privileges, cotact your portal admiistrator. The completed portal is available i the istallatio package that cotais the demo schema. For more iformatio, cotact your portal admiistrator. This chapter cotais the followig sectios: Feature Create tabs for a portal ad apply security to each. Use the Create Hierarchy wizard to build a team orgaizatio chart, the lik to it from a employee lookup form. Locatio Sectio 5.1, "Create three tabs for your itraet portal" Sectio 5.2, "Create a employee search form that liks to a orgaizatio chart" 5-2 Oracle Portal Buildig Advaced Portals

113 Create three tabs for your itraet portal Feature Use the Create From based o Tables or Views wizard to create a job vacacy lookup form ad a job postig form, create dyamic ad static lists of values, ad use the Create Report from SQL Query wizard to create a job vacacies report. Create a database sequece, the create two forms: oe to request ad oe to approve a vacatio. Also use the Create Caledar wizard to build a caledar that displays requested vacatio time, ad a report that display remaiig vacatio time for each employee. Use the Grat Access tab of the Maage Compoet dialog to apply security at the compoet level. Use the Customize Page wizard to desig the three tabs of the portal ad leverage iformatio from a existig cotet area i the portal. Locatio Sectio 5.3, "Create compoets to display ad post job vacacies" Sectio 5.4, "Create a vacatio request ad approval system" Sectio 5.5, "Implemet security to cotrol display of compoets" Sectio 5.6, "Desig the tabs of the HR portal" 5.1 Create three tabs for your itraet portal I this sectio, you will add three tabs to the Iside Healthy Livig Huma Resources portal that pertai oly to the Huma Resources departmet. You will create oe each for public users, Maagers withi the compay, ad HR Represetatives. If you did ot follow the steps i Chapter 4, "Creatig a lie of busiess page for your itraet portal", you must first create a page called "<YourName> Iside Healthy Livig," the add three tabs to the page. For more iformatio o creatig pages, refer to Sectio 3.1, "Create a page". After you create the tabs, you will specify access privileges for each tab. Ay user ca view the Huma Resources tab, oly compay maagers ca view the Maagers tab, ad oly HR represetatives ca view the HR Represetatives tab. This way, whe a user logs oto Oracle Portal, oly oe or two of these tabs will display, depedig o the type of user. To implemet these access privileges, you eed access to the two groups we have provided: HR_MANAGERS ad HR_REPRESENTATIVES. If you do ot have access to these groups, cotact your portal admiistrator. Creatig a Huma Resources portal with security 5-3

114 Create three tabs for your itraet portal Note: All portal admiistrator tasks are detailed i Appedix A, "Oracle Portal Admiistrator Tasks". For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Page Tasks ad click Go. I the right pae, click Creatig a page. 1. I Oracle Portal, avigate to the Pages tab. 2. Click My Pages ad fid the page called <YourName> Iside Healthy Livig. Note: You will oly see this page if you have followed the steps i Chapter 4, "Creatig a lie of busiess page for your itraet portal". If you have ot completed Chapter 4, create a page called "<YourName> Iside Healthy Livig", the cotiue with this sectio. Ulike the illustratios i this chapter, you will ot have a Mai ad Sales page i your portal. 3. Next to <YourName> Iside Healthy Livig, click Edit. 4. O the Portlets tab, ext to the Sales tab, click. 5. Next to the ew tab, click agai. 6. Repeat step Name the first tab you created Huma Resources. Note: If you re ot sure how to edit the tabs, see Sectio 4.1, "Create a tabbed page ad add a page as a portlet". 8. Click the Advaced Optios tab. 9. Choose the Specify Access Settigs radio butto. 10. Make sure the Display Tab to Public Users check box is selected. 11. Click Apply. 12. Click Close. 13. Name secod tab Maagers. 14. Click the Advaced Optios tab. 15. Choose the Specify Access Settigs radio butto. 16. Make sure the Display Tab to Public Users check box is clear. 17. I the Gratee field, eter HR_MANAGERS. Note: The ame you eter here is the group ame for the Maagers of the Healthy Livig Wholesalers compay. If you do ot see the HR_MANAGERS group, see your portal admiistrator. Your portal admiistrator ca either import the groups ecessary 5-4 Oracle Portal Buildig Advaced Portals

115 Create three tabs for your itraet portal for this chapter, or create them himself. For more iformatio, see Sectio A.5, "Create three groups for the Huma Resources portal" i Appedix A. 18. From the Privileges list, choose Maage. The MANAGE privilege eables all members of the HR_MANAGERS group to modify or delete the page, as well as to grat other groups privileges to the page. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Cocepts ad click Go. I the right pae, click Who ca access a page. 19. Click Add. Note: By gratig access to a specific group of users, oly members of the specified group ca view the page. 20. Click Apply. 21. Click Close. 22. Name the third tab HR Represetatives. 23. Click the Advaced Optios tab. 24. Choose the Specify Access Settigs radio butto. 25. Make sure the Display Tab to Public Users check box is clear. 26. I the Gratee field, eter HR_REPRESENTATIVES. 27. From the Privileges list, choose Maage. 28. Click Add. 29. Click Apply. 30. Click Close. 31. Click Close. You have ow added three more tabs to the Iside Healthy Livig portal you created i Chapter 4, "Creatig a lie of busiess page for your itraet portal". The Huma Resources tab displays to all users who are logged ito Oracle Portal; the Maagers tab oly displays to users who have bee added to the HR_Maagers group; the HR Represetatives tab oly displays to users who have bee added to the HR_Represetatives group. Note: Your portal admiistrator ca create a user for each group. To test whether your pages display properly for each type of user, cotact your portal admiistrator. The tabs of the portal should ow look somethig like this: Creatig a Huma Resources portal with security 5-5

116 Create a employee search form that liks to a orgaizatio chart 5.2 Create a employee search form that liks to a orgaizatio chart The steps i this sectio show you how to use the Create Hierarchy wizard to build a compay orgaizatio chart. You will the create a form that eables users to look up a specific employee withi the compay database, by employee umber, employee ame, job title, or departmet. The, you will create a lik from the form to the team orgaizatio chart Create a team orgaizatio chart I this sectio, you will create a hierarchy that displays the structure of the Healthy Livig Wholesalers departmets. The form you create i Sectio 5.2.2, "Create a employee search form that liks to the team orgaizatio chart" will lik to this hierarchy, so that whe users access the form o the portal, they ca click the lik to display the hierarchy. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Cocepts ad click Go. I the right pae, uder Compoet Types,click What are hierarchies? 1. I the Navigator, go to Casebook30_Applicatio. Note: If you do ot see this applicatio, cotact your portal admiistrator. If you are ot sure how to use the Navigator, try goig through the steps i Chapter 3, "Creatig a itraet portal ad addig simple portlets". 2. O the Applicatios tab, ext to Create New, click Hierarchy. 3. Name the hierarchy <YourName>_GROUPLIST ad make sure Casebook30_ Applicatio is chose from the Applicatio list. 5-6 Oracle Portal Buildig Advaced Portals

117 Create a employee search form that liks to a orgaizatio chart 4. Base the hierarchy o the <DEMO_SCHEMA>.HLW_STAFF table. Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 5. O the Table or View Colum tab, from the Primary Key Colum list, choose HLW_ STAFF.EMPLOYEE_ID. 6. From the Paret Key Colum list, choose HLW_STAFF.MANAGER_ID. 7. From the Start With Colum list, choose HLW_STAFF.MANAGER_ID. 8. I the Display Colum Expressio field, eter HLW_STAFF.NAME. 9. I the Default Start With Value field, eter Uder Drill Up/Dow Optios, ext to Drill Up, from the Type list, choose Text. 11. From the Value Type list, choose Colum. 12. I the Value field, eter vl(job, (No Title) ). Note: Eterig this value cocateates the job positio from the HLW_STAFF table to the employee ame. If o job title exists for the employee, "No Title" displays uder the employee s ame i the hierarchy. 13. Uder Full Page Optios, fid Fot Face. 14. Next to Fot Size, from the Paret list, choose 10pt. 15. From the Child list, choose 10pt. 16. From the Gradchild list, choose 8pt. 17. O the Hierarchy ad Customizatio Form text tab, i the Display Name field, eter Team Structure. 18. I the Header Text field, eter: <b><fot face="arial"><fot color="#002299"><fot size=+2> The HLW Group </fot></fot></fot></b> 19. I the Footer Text field, eter: <div alig=ceter> <form> <fot size=+0> <iput type=butto value="go Back" oclick="javascript:history.go(-1);"> Note: This footer text adds a "Back" butto to the hierarchy so that you ca retur to the portal oce you ve clicked o the hierarchy. Creatig a Huma Resources portal with security 5-7

118 Create a employee search form that liks to a orgaizatio chart 20. Fiish the wizard ad publish the hierarchy to the portal. Tip: To publish a compoet to the portal, go to the Maage Compoet dialog ad click the Access tab. Select the Publish to Portal check box, the click Apply. Whe you ru the hierarchy, a ew browser should display a departmet s orgaizatio that looks somethig like this: Create a compay-wide orgaizatio chart If you wat to create a orgaizatio chart for your etire compay, follow these steps. We do ot iclude this hierarchy i the Iside Healthy Livig portal. 1. Create a hierarchy i Casebook30_Applicatio. 2. Name the hierarchy <YourName>_ALLGROUPLIST ad make sure Casebook30_ Applicatio is chose from the Applicatio list. 3. Follow steps 4 through 8 i Sectio 5.2.1, "Create a team orgaizatio chart". 4. I the Default Start With Value field, eter Follow steps 10 through 16 i Sectio 5.2.1, "Create a team orgaizatio chart". 6. I the Display Name field, eter Compay Structure. 7. Follow steps 18 through 20 i Sectio 5.2.1, "Create a team orgaizatio chart", the click Fiish. 5-8 Oracle Portal Buildig Advaced Portals

119 Create a employee search form that liks to a orgaizatio chart You have created a hierarchy compoet that displays a compay s orgaizatio Create a employee search form that liks to the team orgaizatio chart The steps i this sectio show you how to create a form to search for specific employees i the Healthy Livig Compay. You will also create a lik that, whe clicked, displays the hierarchy you created i Sectio 5.2.1, "Create a team orgaizatio chart" Create JOB_LIST dyamic list of values 1. I the Navigator, click the Applicatios tab. 2. Click Casebook30_Applicatio. 3. Next to Create New, click List of Values. 4. Click Dyamic List of Values. 5. Make sure Casebook30_Applicatio is chose i the Ower drop-dow list. 6. I the Name field, eter <YourName>_JOB_LIST. 7. From the Default format list, choose Combo box. 8. From the Show Null Value list, choose Yes. 9. I the SQL Query field, eter somethig like this: select distict job from <DEMO_SCHEMA>.hlw_staff order by job Note: Do ot directly copy ad paste the SQL from this text. You must replace the schema ame with the ame of the schema where the demo schema objects are istalled. 10. Click OK Create the employee search form 1. I Casebook30_Applicatio, create a form based o a table or view. Note: If you do ot see this applicatio, cotact your portal admiistrator. The steps i Appedix A, "Oracle Portal Admiistrator Tasks" assist i obtaiig the applicatio we have created for you. For more iformatio o creatig a form based o a table or view, see Sectio 4.6.3, "Create a customer etry form". Creatig a Huma Resources portal with security 5-9

120 Create a employee search form that liks to a orgaizatio chart 2. Name the form <YourName>_EMPSEARCH ad make sure Casebook30_ Applicatio is chose from the Applicatio list. 3. Base the form o the <DEMO_SCHEMA>.HLW_STAFF table. Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 4. Choose a Tabular Form layout. 5. O the Formattig ad Validatio Optios tab, i the left pae, delete all the buttos except: QUERY_TOP RESET_TOP 6. I the left pae, uder TOP_SECTION, delete all colums i the table, except: EMPLOYEE_ID NAME JOB DEPARTMENT_NO 7. Make the followig chages to the Form Level Optios: Box Backgroud Color = Wheat Box Backgroud Image = Dude Box Border = Thick Border Order by NAME, Ascedig 8. Chage the fot, fot color, ad fot size for all fields to: Fot Face = Arial Fot Color = Black Fot Size = 10pt 9. Chage the label for QUERY_TOP to Search. 10. Chage the label for EMPLOYEE_ID to Employee#. 11. I the left pae, click JOB. 12. From the Item Type list, choose Combobox. 13. I the Label field, eter Positio Oracle Portal Buildig Advaced Portals

121 Create a employee search form that liks to a orgaizatio chart 14. From the List of Values list, choose <YourName>_JOB_LIST. 15. Make sure the Default Value field is empty, ad that Default Value Type is No Selectio. 16. I the left pae, click DEPARTMENT_NO. 17. From the Item Type list, choose Combobox. 18. I the Label field, eter Departmet. 19. From the List of Values list, choose <YourName>_DEPARTMENT_LOV. Note: This is the LOV you created i Sectio , "Create DEPARTMENT_LOV static list of values". If you did ot create this LOV, use HLW_DEPT_LOV, which we have provided. If you do ot see HLW_DEPT_LOV, cotact your portal admiistrator. 20. Make sure the Default Value field is empty, ad that Default Value Type is No Selectio. Note: If you do ot wat to lik the employee search form to the team orgaizatio chart, you ca jump to step Next to FORM, click. A dialog displays. 22. I the Name field, eter Cotact Employee. 23. Click OK. 24. Make the followig chages to the Item Level Optios for Cotact Employee. Item Type = Label Oly Label = The HLW Group Orgaizatio Lik = <DEMO_SCHEMA>.<YourName>_GROUPLIST.show. Note: This URL is for the hierarchy you created i Sectio 5.2.1, "Create a team orgaizatio chart". DEMO SCHEMA is the ame of the schema where the demo schema objects are istalled. See your portal admiistrator for more iformatio. Fot Face = Arial Fot Color = Red Fot Size = 12pt 25. Fiish the form ad publish it to the portal. Creatig a Huma Resources portal with security 5-11

122 Create compoets to display ad post job vacacies Whe you ru the employee search form with a lik to the hierarchy, it should look somethig like this: 5.3 Create compoets to display ad post job vacacies The steps i this sectio show you how to create a report ad two forms. Oe form eables a public user to look up a particular vacacy i the database to determie whether it has bee filled. The secod form eables a HR represetative to post or close a job vacacy. The report displays all curret job vacacies Create a form to look up a specific job vacacy I this sectio, you will create a form that will be coected to the job vacacy report. After you create this form, you will create the report, the lik to this form from the report. 1. I Casebook30_Applicatio, create a form based o tables or views. Note: For more iformatio o creatig a form based o a table or view, see Sectio 5.2.2, "Create a employee search form that liks to the team orgaizatio chart". If you do ot have access to Casebook30_Applicatio, cotact your portal admiistrator. 2. Name the form <YourName>_VACANCYLOOKUP ad make sure Casebook30_ Applicatio is chose from the Applicatio list. 3. Base the form o <DEMO_SCHEMA>.HLW_VACANCIES. Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 4. O the Formattig ad Validatio Optios tab, remove the followig colums from the form: DEPARTMENT_NO 5-12 Oracle Portal Buildig Advaced Portals

123 Create compoets to display ad post job vacacies REGION_ID HIRING_MANAGER HR_CONTACT VACANCY_STATUS 5. Remove all buttos except NEXT ad PREVIOUS. 6. Chage the followig Form Level Optios: Box Backgroud Color = Wheat Box Backgroud Image = Dude Box Border = Thick Border Order By = VACANCY_ID ad VACANCY_TITLE 7. Choose VACANCY_ID i the left pae, the chage its Label to Vacacy#. 8. Choose VACANCY_TITLE i the left pae, the chage its label to Positio. 9. Chage the fot ad fot color for the followig fields to Arial, Black. VACANCY_ID VACANCY_TITLE RESPONSIBILITIES QUALIFICATIONS 10. O the Form Text tab, i the Header Text field, eter: <b><fot face="arial"><fot color="#002299"><fot size=+0> Look Up a Vacacy </fot></fot></fot></b> 11. I the Footer Text field, eter: <div alig=ceter><form><fot size=+0><iput type=butto value="go Back" oclick = "javascript:history.go(-1);"> Note: This footer text adds a "Back" butto to the form so that you ca retur to the portal after eterig iformatio i the form. 12. Fiish the form ad publish it to the portal. Creatig a Huma Resources portal with security 5-13

124 Create compoets to display ad post job vacacies Whe you ru the job vacacy lookup form, it should look somethig like this: Create a form to post or close a job vacacy The steps i this sectio show you how to create three LOVs ad a form that eables a Huma Resources represetative to post or close a job vacacy Create a database sequece for the form I this sectio, you will create a database sequece that the job postig form will use whe eterig records ito the database. This sequece will attach a ID umber to each record. 1. I the demo schema, create a database sequece for this form. Note: For more iformatio o creatig a database sequece, see Sectio 3.4.4, "Create a database sequece for the form". 2. Name the database sequece <YourName>_Vacacy_Seq ad make sure the demo schema ows the sequece. 3. O the Start ad Icremet Values tab, i the Icremet By field, eter I the Start With field, eter Fiish the wizard ad grat the public ALTER access to the sequece Oracle Portal Buildig Advaced Portals

125 Create compoets to display ad post job vacacies Tip: After you ve fiished the wizard, you ll see the ew sequece i the Navigator. Next to the sequece ame, click Grat Access. Add the public as a user with ALTER access privileges Create three LOVs Create the Maager dyamic list of values This list of values will display all employees with the job titles "Maager" or "Admiistrator" i the Healthy Livig compay. 1. I Casebook30_Applicatio, create a dyamic list of values. 2. Note: For more iformatio, you ca follow the steps i Sectio , "Create JOB_ LIST dyamic list of values". 3. Name the list of values <YourName>_MGRLOV. 4. From the Default format list, choose Combo box. 5. From the Show Null Value list, choose Yes. 6. I the SQL Query field, eter somethig like this: select NAME, employee_id from <DEMO_SCHEMA>.hlw_staff where job like %Maager% or job like %Admiistrator% ad departmet_o = :depo Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 7. Click OK Create the HR_CONTACTLOV dyamic list of values This list of values will display all employees i the Huma Resources departmet of the Healthy Livig Compay. These employees are the HR Represetatives. 1. I Casebook30_Applicatio, create a dyamic list of values called <YourName>_ HRCONTACTLOV. 2. From the Default format list, choose Combo box. 3. From the Show Null Value list, choose Yes. 4. I the SQL Query field, eter somethig like this: Creatig a Huma Resources portal with security 5-15

126 Create compoets to display ad post job vacacies select ame, employee_id from <DEMO_SCHEMA>.hlw_staff where departmet_o = 70 Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 5. Click OK Create the Vacacy_Status static list of values This static list of values will eable a user to select whether the job vacacy is ope or closed. 1. I Casebook30_Applicatio, create a static list of values called <YourName>_ VACANCYSTATUS. 2. From the Default format list, choose Combo box. 3. From the Show Null Value list, choose No. 4. I the first row, uder Display Value, eter Ope. 5. Uder Retur Value, eter O. 6. Uder Display Order, eter I the secod row, uder Display Value, eter Closed. 8. Uder Retur Value, eter C. 9. Uder Display Order, eter Click OK Create the form to post or close job vacacies I this sectio, you will create a form (which you will later secure so that oly HR Represetatives ca use) that eables a user to post a ew job vacacy ad update or close a existig oe. 1. I Casebook30_Applicatio, create a form based o a table or view. Note: For more iformatio o creatig a Form based o a table or view, see Sectio 5.3.1, "Create a form to look up a specific job vacacy". If you do ot have access to Casebook30_Applicatio, cotact your portal admiistrator. 2. Name the form <YourName>_VACANCYFORM ad make sure Casebook30_ Applicatio is chose from the Applicatio list Oracle Portal Buildig Advaced Portals

127 Create compoets to display ad post job vacacies 3. Base the form o the <DEMO_SCHEMA>.HLW_VACANCIES table. Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 4. O the Formattig ad Validatio Optios tab, delete the REGION_ID field. 5. Chage the followig Form Level Optios: Box Backgroud Color = Wheat Box Backgroud Image = Dude Box Border = Thick Border 6. I the left pae, click VACANCY_ID ad chage its label to Vacacy#. 7. I the Default Value field, eter #<DEMO_SCHEMA>.<YourName>_vacacy_ seq.extval. Note: DEMO SCHEMA is the ame of the schema that ows the database sequece you created i Sectio , "Create a database sequece for the form". 8. From the Form Level Validatio list, choose isnumber. 9. Chage the label for VACANCY_TITLE to Positio. 10. I the left pae, click DEPARTMENT_NO. 11. From the Item Type list, choose Combobox. 12. I the Label field, eter Departmet. 13. From the List of Values list, choose <YourName>_DEPARTMENT_LOV. Note: This is the LOV you created i Sectio , "Create DEPARTMENT_LOV static list of values". If you did ot create this LOV, use HLW_DEPT_LOV, which we have provided. If you do ot see HLW_DEPT_LOV, cotact your portal admiistrator. 14. Make sure the field Default Value is empty ad Default Value Type is No Selectio. 15. I the left pae, click HIRING_MANAGER. 16. From the Item Type list, choose Combobox. 17. I the Label field, eter Hirig Maager. 18. From the List of Values list, choose <YourName>_MGRLOV. Note: This is the LOV you created i Sectio , "Create the Maager dyamic list of values". Creatig a Huma Resources portal with security 5-17

128 Create compoets to display ad post job vacacies 19. From the Set the bidig(s) for the bid variable(s) defied i the LOV depo list, choose DEPARTMENT_NO. Note: For more iformatio o usig bid variable LOVs, see Sectio 4.5.3, "Create two LOVs for the commissio search form". 20. Make sure the field Default Value is empty ad Default Value Type is No Selectio. 21. I the left pae, click HR_CONTACT. 22. From the Item Type list, choose Combobox. 23. I the Label field, eter HR Cotact. 24. From the List of Values list, choose <YourName>_HRCONTACTLOV. Note: This is the LOV you created i Sectio , "Create the HR_ CONTACTLOV dyamic list of values". 25. Make sure the field Default Value is empty ad Default Value Type is No Selectio. 26. I the left pae, click VACANCY_STATUS. 27. From the Item Type list, choose Combobox. 28. I the Label field, eter Status. 29. From the List of Values list, choose <YourName>_VACANCYSTATUS. Note: This is the LOV you created i Sectio , "Create the Vacacy_Status static list of values". 30. Make sure the field Default Value is empty ad Default Value Type is No Selectio. 31. I the left pae, delete all buttos except: CREATE_TOP QUERY_TOP RESET_TOP NEXT PREVIOUS 32. Chage the fot face, fot color, ad fot size for all fields to: Fot Face = Arial Fot Color = Black Fot Size = 10pt 5-18 Oracle Portal Buildig Advaced Portals

129 Create compoets to display ad post job vacacies 33. O the Form Text tab, i the Display Name field, eter Advertise or Close a Vacacy. 34. I the Header Text field, eter: <b><fot face="arial"><fot color="#002299"><fot size=+0> Advertise a Vacacy </fot></fot></fot></b> 35. I the Footer Text field, eter: <div alig=ceter> <form> <fot size=+0> <iput type=butto value="go Back" oclick="javascript:history.go(-1);"> Note: This footer text adds a "Back" butto to the form so that you ca retur to the portal after eterig iformatio i the form. 36. Fiish the form ad publish it to the portal. Creatig a Huma Resources portal with security 5-19

130 Create compoets to display ad post job vacacies Whe you ru the form to post or close job vacacies, it should look somethig like this: Create a lik to coect the vacacy report with the lookup form 1. I Casebook30_Applicatio, create a lik. Note: For more iformatio o creatig a lik, see Sectio 3.4.5, "Create a lik betwee the form ad the caledar". 2. Name the lik <YourName>_VacacyLik ad make sure Casebook30_ Applicatio is chose from the Applicatio list. 3. O the Lik Target Type ad Name tab, select the Oracle Portal Compoet radio butto. 4. I the Target Compoet or URL field, eter Casebook30_ Applicatio.<YourName>_VACANCYLOOKUP Oracle Portal Buildig Advaced Portals

131 Create compoets to display ad post job vacacies Tip: Eter the ame of the form you created i Sectio 5.3.1, "Create a form to look up a specific job vacacy". 5. Click Fiish Create a report that displays all curret job vacacies 1. I Casebook30_Applicatio, create a report from SQL query. Note: For more iformatio o creatig a report from a SQL query, see the olie help. 2. Name the report <YourName>_VACANCIESREPORT ad make sure Casebook30_ Applicatio is chose from the Applicatio list. 3. O the SQL Query tab, i the SQL Query box, eter: select vacacy_id VacID, vacacy_title Positio, decode (vacacy_status, O, Ope, C, Closed ) status from <demo_schema>.hlw_vacacies where vacacy_status = O Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 4. O the Report Layout tab, choose a Tabular layout. 5. O the Colum Formattig tab, ext to VACID, eter Vacacy#. 6. From the Alig list, choose Right. 7. From the Lik list, choose <YourName>_VacacyLik. Note: Choose the lik you created i Sectio 5.3.3, "Create a lik to coect the vacacy report with the lookup form". 8. Edit the lik. 9. I the Set Lik Parameters dialog, for VACANCY_ID, choose = from the Coditio list, ad VACID from the Colum Name list. 10. Click Apply. 11. Click Close. 12. Next to Positio, make sure the Colum Headig Text is Positio. 13. Next to Status, make sure the Colum Headig Text is Status. Creatig a Huma Resources portal with security 5-21

132 Create compoets to display ad post job vacacies 14. O the Display Optios tab, uder Full Page Optios, chage the optios for Row Text to the followig: Type Face = Tahoma Fot Size = 10pt Border - Thi Border Fot Color = Black Headig Backgroud Color = Gree, Pale Table Row Color = White 15. Uder Portlet Optios, chage the optios for Row Text to the followig: Border = Thi Border Headig Backgroud Color = Gree, Pale Table Row Color = White 16. Uder Row Order Optios, ext to Order by 1., choose VACID from the list. 17. O the Report ad Customizatio Form tab, i the Footer Text field, eter: <b><fot face="arial"><fot color="#002299"><fot size=-1> Click o a lik for positio details.</fot></fot></fot></b> 18. Fiish the report ad publish it to the portal. Whe you ru the job vacacies report, it should look somethig like this: 5-22 Oracle Portal Buildig Advaced Portals

133 Create a vacatio request ad approval system 5.4 Create a vacatio request ad approval system The steps i this sectio show you how to create a form for employees (public users) to request a vacatio, a report that displays employees vacatio balaces (for maagers ad HR represetatives), ad a caledar that displays all employees vacatios with a lik to a form where maagers ca approve the vacatio requests Create a vacatio request form The steps i this sectio show you how to create a form where employees ca request vacatio time. The time requested will the display o a vacatio caledar Create a database sequece for the form I this sectio, you will create a database sequece that the job postig form will use whe eterig records ito the database. This sequece will attach a ID umber to each record. 1. I the demo schema, create a database sequece for this form. Note: For more iformatio o creatig a database sequece, see Sectio 3.4.4, "Create a database sequece for the form". 2. Name the database sequece <YourName>_Vacatio_Seq ad make sure the demo schema ows the sequece. Creatig a Huma Resources portal with security 5-23

134 Create a vacatio request ad approval system 3. O the Start ad Icremet values tab, i the Icremet By field, eter I the Start With field, eter Fiish the wizard ad grat the public ALTER access to the sequece. Tip: After you ve fiished the wizard, you ll see the ew sequece i the Navigator. Next to the sequece ame, click Grat Access. Add the public as a user with ALTER access privileges Create EMP_LIST LOV The steps i this sectio show you how to create a LOV that will the display as pop-up list i the Vacatio Request form you ll create i the ext sectio. 1. I Casebook30_Applicatio, create a dyamic list of values called <YourName>_ EMP_LIST. 2. From the Default format list, choose Pop up. 3. From the Show Null Value list, choose %. 4. I the SQL Query field, eter somethig like this: select NAME, employee_id from <DEMO_SCHEMA>.hlw_staff order by ame Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 5. Click OK Create the Vacatio Request form The steps i this sectio show you how to create a form where employees ca request vacatio time. You will also use the database sequece you used i Sectio , "Create a database sequece for the form". 1. I Casebook30_Applicatio, create a form based o tables or views. 2. Name the form <YourName>_VACATION_REQUEST ad make sure Casebook30_ Applicatio is chose from the Applicatio list. 3. Base the form o the <DEMO_SCHEMA>.HLW_VACATIONS table ad choose a Tabular layout Oracle Portal Buildig Advaced Portals

135 Create a vacatio request ad approval system 4. O the Formattig ad Validatio Optios tab, chage the followig Form Level Optios: Box Backgroud Color = Wheat Box Backgroud Image = Dude Box Border = Thick Border Order By = VACA_START_DATE 5. I the left pae, click VACA_ID ad chage its label to Vacatio ID. 6. I the Default Value field, eter #<DEMO_SCHEMA>.<YourName>_Vacatio_ Seq.extval. Note: DEMO SCHEMA is the ame of the schema where the demo schema objects are istalled. <YourName>_Vacatio_Seq is the ame of the database sequece you created i Sectio , "Create a database sequece for the form". 7. I the left pae, click EMPLOYEE_ID. 8. From the Item Type list, choose Popup. 9. I the Label field, eter Employee. 10. From the List of Values list, choose <YourName>_EMP_LIST. Note: This is the LOV you created i Sectio , "Create EMP_LIST LOV". 11. Chage the followig item labels: VACA_START_DATE = Start Date VACA_END_DATE = Ed Date. VACA_LENGTH = Duratio. 12. Chage the fot, fot color, ad fot size for all fields to: Fot Face = Arial Fot Color = Black Fot Size = 10pt 13. Uder BOTTOM_SECTION, delete all the buttos except: PREVIOUS NEXT 14. O the Form Text tab, i the Display Name field, eter Vacatio Request. Creatig a Huma Resources portal with security 5-25

136 Create a vacatio request ad approval system 15. I the Header Text field, eter: <b><fot face="arial"><fot color="#002299"><fot size=+0> Apply for a Vacatio</fot></fot></fot></b> 16. I the Footer Text field, eter: <div alig=ceter> <form> <fot size=+0> <iput type=butto value="go Back" oclick="javascript:history.go(-1);"> Note: This footer text adds a "Back" butto to the form so that you ca retur to the portal after eterig iformatio i the form. 17. Fiish the form ad publish it to the portal. Whe you ru the vacatio request form, it should look somethig like this: 5-26 Oracle Portal Buildig Advaced Portals

137 Create a vacatio request ad approval system Create a vacatio approval form The steps i this sectio show you how to create a form that eables a maager to approve a employee s vacatio request. 1. I Casebook30_Applicatio, create a Form based o Tables or Views. 2. Name the form <YourName>_APPROVE_VACATION ad make sure Casebook30_ Applicatio is chose from the Applicatio list. 3. Base the form o the <DEMO_SCHEMA>.HLW_VACATIONS table. Note: DEMO_SCHEMA is the ame of the schema where the demo schema objects are istalled. 4. O the Formattig ad Validatios tab, chage the followig Form Level Optios: Box Backgroud Color = Wheat Box Backgroud Image = Dude Box Border = Thick Border Order By = VACA_START_DATE 5. I the left pae, delete all buttos except: DELETE_TOP RESET_TOP PREVIOUS NEXT 6. Chage the followig item labels: DELETE_TOP = Reject Request VACA_ID = Vacatio ID EMPLOYEE_ID = Employee ID VACA_START_DATE = Start Date VACA_END_DATE = Ed Date VACA_LENGTH = Duratio. 7. Chage the fot, fot color, ad fot size for all fields to: Fot Face = Arial Creatig a Huma Resources portal with security 5-27

138 Create a vacatio request ad approval system Fot Color = Black Fot Size = 10pt 8. O the Form Text tab, i the Display Name field, eter Approve Vacatio. 9. Fiish the form ad publish it to the portal. Whe you ru the vacatio approval form, it should look somethig like this: Create a caledar that displays requested vacatio dates The steps i this sectio show you how to create a caledar that displays the requested vacatio time. You will use a embedded lik to eable a maager ca click o a lik i the caledar to display the approval form you created i Sectio 5.4.2, "Create a vacatio approval form". Note: Before you perform the followig steps, you eed to ote dow the module id of the Vacatio Request form you created i Sectio 5.4.1, "Create a vacatio request form". You ca fid this value by displayig the Maage Compoet dialog for the form. See your portal admiistrator for more details. 1. I Casebook30_Applicatio, create a caledar. Note: For more iformatio o creatig a caledar, see Sectio 3.4, "Create a evet caledar ad add it as a portlet". 2. Name the caledar <YourName>_VacatioCaledar, ad make sure Casebook30_Applicatio is chose from the Applicatio list. 3. O the SQL Query tab, i the SQL Query field, eter: 5-28 Oracle Portal Buildig Advaced Portals

139 Create a vacatio request ad approval system select v.vaca_start_date the_date, E.ame the_ame, ull the_date_lik, <PORTAL_SCHEMA>.wwa_app_module.lik?p_arg_ames=_moduleid&p_arg_ values=<request_form_module_id>&p_arg_ames=_sessioid&p_arg_values=&p_arg_ ames=_employee_id_cod&p_arg_values=%3d&p_arg_ames=_show_header&p_arg_ values=yes v.employee_id the_ame_lik, ull the_target from <DEMO_SCHEMA>.hlw_vacatios v,<demo_schema>.hlw_staff e where e.employee_id = v.employee_id order by 1 Note: Do ot copy ad paste the code directly from this text. You should chage the text from PORTAL_SCHEMA to the ame of the schema i which Oracle Portal is istalled, ad DEMO SCHEMA ame of the schema i which the demo objects are istalled. Also, replace "REQUEST_FORM_MODULE_ID" with the module ID of the Vacatio Request form that you oted dow earlier. 4. O the Display Optios tab, i the Lik Ico field, eter wge.gif. 5. O the Caledar ad Customizatio Form tab, i the Footer Text field, eter: <b><fot face="arial><fot color="#002299"><fot size=-1> My Team s Caledar </fot></fot></fot></b> 6. Fiish the caledar ad publish it to the portal. Creatig a Huma Resources portal with security 5-29

140 Create a vacatio request ad approval system Whe you ru the caledar that displays requested vacatio time, it should look somethig like this: Note: You may eed to use the Vacatio Request form that you created i Sectio 5.4.1, "Create a vacatio request form" to submit data to your database so that the caledar displays Create a vacatio balace report The steps i this sectio show you how to create a simple report that displays the remaiig vacatio balaces for all employees. The data i this report chages accordig to what vacatio time has bee approved by the maager. 1. I Casebook30_Applicatio, create a report from SQL query Oracle Portal Buildig Advaced Portals

141 Create a vacatio request ad approval system Note: For more iformatio o creatig a report from a SQL query, see Sectio 5.3.4, "Create a report that displays all curret job vacacies". 2. Name the report <YourName>_VACATION_BALANCE ad make sure Casebook30_ Applicatio is chose from the Applicatio list. 3. O the SQL Query tab, i the SQL Query field, eter: select e.ame ame,e.employee_id empo,e.vacatio_days vacdays,v.vaca_legth vacle from hlw_staff e,hlw_vacatios v where e.employee_id = v.employee_id 4. O the Report Layout tab, choose Tabular. 5. O the Colum Formattig tab, chage the Colum Headig Text for the followig colums: NAME = Name EMPNO = Employee ID VACDAYS = Accumulated VACLEN = Take 6. O the Display Optios tab, make the followig chages to the Full Page Optios ad Portlet Optios: Type Face = Tahoma Fot Size = 10pt Border = Thi Border Fot Color = Black Headig Backgroud Color = Gree, Pale Table Row Color(s) = White 7. Make the followig chages to the Row Order Optios: Order By = NAME 8. O the Customizatio Form Display Optios tab, i the Display Name field, eter Staff Vacatio Time. Creatig a Huma Resources portal with security 5-31

142 Implemet security to cotrol display of compoets 9. I the Footer Text field, eter: <b><fot face="arial"><fot color="#002299"><fot size=-1> Curret Vacatio Balaces </fot></fot></fot></b> 10. Fiish the report ad publish it to the portal. Whe you ru the report that displays employees vacatio balaces, it should look somethig like this: 5.5 Implemet security to cotrol display of compoets The steps i this sectio show you how to maage the security of the compoets which will ot be accessible by the public. Oly implemet security for objects that will be used by a select group of people. The security we implemet here is based o two existig groups: HR Maagers ad HR Represetatives. For more iformatio: Visit the Oracle Portal Olie Help. From the Categories list, choose Applicatio Tasks ad click Go. I the right pae, uder Buildig Compoets, click Gratig compoet access privileges. I this sectio, we will eable HR Maagers to view ay public compoets ad the followig: 5-32 Oracle Portal Buildig Advaced Portals

143 Implemet security to cotrol display of compoets Table 5 1 Compoet Vacatio caledar Vacatio Approval form HR Maagers Compoets Vacatio Balaces report To build this compoet: See Sectio 5.4.3, "Create a caledar that displays requested vacatio dates" See Sectio 5.4.2, "Create a vacatio approval form". See Sectio 5.4.4, "Create a vacatio balace report". I additio to the public compoets, we will eable HR Represetatives to view: Table 5 2 Compoet Advertise a Job Vacacy form HR Represetatives Compoets Vacatio Balaces report To build this compoet: See Sectio 5.3.2, "Create a form to post or close a job vacacy". See Sectio 5.4.4, "Create a vacatio balace report". Cotact your portal admiistrator if you have ay questios about the HR Represetatives ad HR Maagers groups Apply security to the Vacatio Caledar 1. I the Navigator, ope Casebook30_Applicatio. 2. Next to <YourName>_Vacatio_Caledar, click Grat Access. 3. Clear the Iherit Privileges from Applicatio check box. 4. Click Apply. 5. Uder Grat Access, i the Gratee field, eter HR_MANAGERS. 6. From the Privileges list, select Customize. Note: Choosig Customize eables the members of the HR_MANAGERS group to use the Customize lik displayed o the portlets. Clickig the Customize lik i the portlet rus the associated Customizatio Form, where users ca chage the parameters of the compoet. 7. Click Add. Creatig a Huma Resources portal with security 5-33

144 Implemet security to cotrol display of compoets The group displays uder Chage Access. 8. Click Apply. 9. Click Close. You ca ow add the Vacatio Caledar to the Maager tab of the Iside Healthy Livig portal. For more iformatio, see Sectio 5.6, "Desig the tabs of the HR portal" Apply security to the Vacatio Approval Form 1. I the Navigator, ope Casebook30_Applicatio. 2. Next to <YourName>_Approve_Vacatio, click Grat Access. 3. Follow steps 3 through 9 i Sectio , "Apply security to the Vacatio Caledar". You ca ow add the Vacatio Approval form to the Maager tab of the Iside Healthy Livig portal. For more iformatio, see Sectio 5.6, "Desig the tabs of the HR portal" Apply security to the Vacatio Balace Report 1. I the Navigator, ope Casebook30_Applicatio. 2. Next to <YourName>_Vacatio_Balace, click Grat Access. 3. Clear the Iherit Privileges from Applicatio check box. 4. Click Apply. 5. Uder Grat Access, i the Gratee field, eter HR_MANAGERS. 6. From the Privileges list, select Customize. 7. Click Add. The group displays uder Chage Access. 8. Uder Grat Access, i the Gratee field, eter HR_REPRESENTATIVES. 9. From the Privileges list, select Customize. 10. Click Add. 11. Click Apply. 12. Click Close. You ca ow add the Vacatio Balace Report to the Maager tab ad HR Represetatives tab of the Iside Healthy Livig portal. For more iformatio, see Sectio 5.6, "Desig the tabs of the HR portal" Oracle Portal Buildig Advaced Portals

145 Desig the tabs of the HR portal Apply security to the Advertise Vacacy form 1. I the Navigator, ope Casebook30_Applicatio. 2. Next to <YourName>_VacacyForm, click Grat Access. 3. Clear the Iherit Privileges from Applicatio check box. 4. Click Apply. 5. Uder Grat Access, i the Gratee field, eter HR_REPRESENTATIVES. 6. From the Privileges list, select Customize. 7. Click Add. The group displays uder Chage Access. 8. Click Apply. 9. Click Close. You ca ow add the Advertise Vacacy form to the HR Represetatives tab of the Iside Healthy Livig portal. For more iformatio, see Sectio 5.6, "Desig the tabs of the HR portal". 5.6 Desig the tabs of the HR portal The steps i this sectio show you how to orgaize the portlets o your pages so that the appropriate compoet displays o the relevat page. For example, sice oly maagers ca approve vacatios, the vacatio caledar ad the relevat approval form display oly o the Maagers tab. You will also leverage the folders i a existig cotet area called the Iside Healthy Livig Repository. For more iformatio o creatig this cotet area, see Chapter 6, "Creatig a iformatio repository" Add portlets to the Huma Resources tab The steps i this sectio show you how to build the mai Huma Resources page, which is viewable by the public. 1. I the Navigator, ext to your Iside Healthy Livig page, click Edit. 2. Click the Huma Resources tab. 3. Add a colum, the add a row to the left regio, ad a row to the right regio. Creatig a Huma Resources portal with security 5-35

146 Desig the tabs of the HR portal Note: If you are ot sure how to add colums, rows, or regios to a tab, see Chapter 3, "Creatig a itraet portal ad addig simple portlets". 4. I the top left regio, add a portlet. 5. I the Add Portlets dialog, fid Healthy Livig Repository. 6. Add the Huma Resources folder. 7. Click OK. 8. I the bottom left regio, add <YourName>_Vacatio_Request. Note: This is the form you created i Sectio 5.4.1, "Create a vacatio request form". 9. I the top right regio, add <YourName>_VACANCIESREPORT as a portlet. Note: This is the report you created i Sectio 5.3.4, "Create a report that displays all curret job vacacies". 10. I the bottom right regio, add <YourName>_Employee_Search as a portlet. Note: This is the report you created i Sectio 5.2.2, "Create a employee search form that liks to the team orgaizatio chart". 11. Click Close. 12. O the Pages tab of the Navigator, click <YourName> Iside Healthy Livig to view the portal. Click the Huma Resources tab if it s ot already highlighted. The Huma Resources tab should look somethig like this: 5-36 Oracle Portal Buildig Advaced Portals

147 Desig the tabs of the HR portal Build the Maagers tab The steps i this sectio show you how to desig the Maagers tab of the Iside Healthy Livig portal. 1. I the Navigator, ext to <YourName> Iside Healthy Livig, click Edit. 2. O the Add Portlets page, click the Maagers tab. 3. Add a colum, the add a row to the left regio. Note: If you are ot sure how to add colums, rows, or regios to a tab, see Chapter 3, "Creatig a itraet portal ad addig simple portlets". 4. I the top left regio, add the Maager perspective from the Healthy Livig Repository (cotet area). Tip: This portlet is uder the Iside Healthy Livig Repository provider. 5. I the bottom left regio, add the View Salary by Departmet chart from the Tutorial30 Applicatio. Note: If you do ot see this chart, cotact your portal admiistrator. Or, you ca omit this chart from the tab. 6. I the right regio, create a two-tabbed portlet. 7. Name the first tab Vacatio Caledar. 8. Name the secod tab Staff Vacatio Balace Report. 9. Add <YourName>_Vacatio_Caledar to the first tab. Note: This is the compoet you built i Sectio 5.4.3, "Create a caledar that displays requested vacatio dates". 10. Add <YourName>_Vacatio_Balace to the secod tab. Note: This is the compoet you built i Sectio 5.4.4, "Create a vacatio balace report". 11. Click Close. 12. O the Pages tab of the Navigator, click <YourName> Iside Healthy Livig to view the portal. Click the Maagers tab if it s ot already highlighted. The Maagers tab should look somethig like this: Creatig a Huma Resources portal with security 5-37

148 Desig the tabs of the HR portal Build the HR Represetatives tab The steps i this sectio show you how to desig the HR Represetatives tab of the Iside Healthy Livig portal. 1. I the Navigator, ext to <YourName> Iside Healthy Livig, click Edit. 2. O the Add Portlets page, click the HR Represetatives tab. 3. Add a colum, the add two rows to the left regio. Note: If you are ot sure how to add colums, rows, or regios to a tab, see Chapter 3, "Creatig a itraet portal ad addig simple portlets". 4. Add oe row to the right regio. 5. I the top left regio, add the HR Rep perspective from the Healthy Livig Repository (cotet area). Tip: This portlet is uder the Iside Healthy Livig Repository provider. 6. I the middle left regio, add <YourName>_Vacatio_Balace. Note: This is the compoet you built i Sectio 5.4.4, "Create a vacatio balace report" Oracle Portal Buildig Advaced Portals

149 Desig the tabs of the HR portal 7. I the bottom left regio, add the Update Employee Details form from the Tutorial30 Applicatio. Note: If you do ot see this chart, cotact your portal admiistrator. Or, you ca omit this chart from the tab. 8. I the top right regio, create a two-tabbed portlet. 9. Name the first tab Curret Job Vacacies. 10. Name the secod tab Post or Close a Job Vacacy. 11. Add <YourName>_VACANCIESREPORT to the first tab. Note: This is the compoet you built i Sectio 5.3.4, "Create a report that displays all curret job vacacies". 12. Add <YourName>_VacacyForm to the secod tab. Note: This is the compoet you built i Sectio 5.3.2, "Create a form to post or close a job vacacy". 13. I the bottom right regio, add HLW_COMM_REG_CHART from the Casebook30 Applicatio. 14. Click Close. 15. O the Pages tab of the Navigator, click <YourName> Iside Healthy Livig to view the portal. Click the HR Reps tab if it s ot already highlighted. Creatig a Huma Resources portal with security 5-39

150 Summary The HR Represetatives tab should look somethig like this: 5.7 Summary Cogratulatios! You have created a itraet portal specific to a departmet that uses differet levels of security to customize the portal. You ow kow how to: Create tabs for a portal ad implemet security o each tab Create a job vacacy portlet where differet types of users ca either view or post job vacacies Create a vacatio portlet where employees ca request a vacatio, the maagers ca approve them based o a report of vacatio balaces Create a team orgaizatio chart usig the Create Hierarchy wizard 5-40 Oracle Portal Buildig Advaced Portals

151 Summary Create reports based o SQL queries Implemet security at the compoet level ad page level Leverage cotet areas i a portal Desig your portal to demostrate differet fuctios for each type of employee i your orgaizatio For more iformatio about creatig a portal ad usig security, see the Oracle Portal Olie Help. Creatig a Huma Resources portal with security 5-41

152 Summary 5-42 Oracle Portal Buildig Advaced Portals

153 6 Creatig a iformatio repository This chapter describes how to use Oracle Portal to build a repository of iformatio that cotais all types of iformatio, icludig text, documets, ad images. I this chapter, you will use a cotet area to create a iformatio repository that provides Healthy Livig employees with access to all the iformatio they eed i their day-to-day lives withi the compay. To complete this chapter, you or your portal admiistrator eeds to create a cotet area for you to work i. Istructios for this are provided i Sectio A.6, "Create a Iside Healthy Livig Repository". You eed to be a cotet area admiistrator of this cotet area. If you wat to complete the fial sectio of this chapter, you also eed to be able to publish cotet area objects as portlets. Ask your portal admiistrator to grat you these privileges. Istructios are provided i Sectio A.1.1, "Create a user". Some of the exercises i the chapter ivolve usig the followig files that are provided o the Oracle Techology Network ( idex.htm): Repository cotet - hlw_repository.zip Repository images - hlw_repository_images.zip The completed cotet area (Iside Healthy Livig Repository) is available i the istallatio package that cotais the demo schema. For more iformatio, cotact your portal admiistrator. This chapter cotais the followig sectios: Feature Upload existig cotet to a cotet area Locatio Sectio 6.1, "Upload cotet ad folder structure as a zip file" Creatig a iformatio repository 6-1

154 Upload cotet ad folder structure as a zip file Feature Create categories to classify cotet Create perspectives to further classify cotet Create custom types to customize the type of cotet that ca be added to a cotet area Orgaize how cotet is displayed i a folder Cotrol access to cotet Make cotet area objects available for iclusio i a portal Locatio Sectio 6.2, "Create categories" Sectio 6.3, "Create perspectives" Sectio 6.4, "Create custom types" Sectio 6.5, "Chage the layout of a folder" Sectio 6.6, "Chage folder access privileges" Sectio 6.7, "Publish objects as portlets" 6.1 Upload cotet ad folder structure as a zip file The steps i this sectio show you how to upload existig cotet ad structure to a cotet area. This is extremely useful if you already have cotet structured withi your file system, ad do t wat to have to create the folder structure i your cotet area from scratch. Note: This exercise shows you how to add multiple files to a cotet area. Ay user with the appropriate privileges ca also upload idividual files to a cotet area. For more iformatio: Visit the Oracle Portal Olie Help. I the avigatio bar Search field, eter addig a file item ad click Go. 1. If you have t already dowloaded the Repository cotet zip file (hlw_ repository.zip) from the Oracle Techology Network ( to your local hard drive, dowload it ow. 2. Ope the zip file ad take a look at the structure of the files. 6-2 Oracle Portal Buildig Advaced Portals

155 Upload cotet ad folder structure as a zip file You ca see that they are already structured withi sub-directories. 3. I the Oracle Portal Navigator, click the Cotet Areas tab. 4. Navigate to the root level by clickig Cotet Areas i the Navigator Path, if ecessary. 5. Click your cotet area s ame to display the cotet area. Note: If you are ot sure of the ame of your cotet area, cotact your portal admiistrator. 6. At the top right of the page, click Edit Folder. 7. I the folder dashboard, click Add Item. 8. I the Item Type list, choose Zip File. 9. Click Next. 10. Next to the File Name field, click Browse. 11. Locate ad select the dowloaded Repository cotet zip file ad click Ope. Creatig a iformatio repository 6-3

156 Upload cotet ad folder structure as a zip file 12. I the Display Name field, eter Repository cotet. 13. Click Fiish. 14. Now that you have uploaded the zip file, you eed to uzip it to add the cotets of that zip file to your cotet area. Next to the ewly added zip file item, click Uzip. 15. Make sure the folder i the Select A Target Folder field is the root folder of your cotet area. Ay files at the root level of the zip file will be added to this folder ad ay sub-directories will be created as sub-folders of this folder. Tip: The ame of the root folder is the same as the ame of the cotet area. 16. Clear the Ru Uzip i Backgroud check box. Note: If you eed to uzip a very large file, you ca ru the uzip i the backgroud so that you ca cotiue with other tasks while the file is uzippig. 17. Click Uzip. Because you cleared the Ru Uzip i Backgroud check box, you remai o this page util the file extractio is completed. 18. Whe the extractio is completed, check the log file to see what has bee created ad click Close. 6-4 Oracle Portal Buildig Advaced Portals

157 Create categories Folders ad items have bee added to your cotet area. The folders are created with the same ame as the directories i the zip file. Because the cotets of the zip file were htm files, the item ames are take from the text betwee the <TITLE> tags. The folders ad items are assiged the same category as the zip file item from which they were extracted. 19. You ca chage the ames displayed for the folders by editig them ad chagig the Display Name to somethig more meaigful. For example: a. At the top right of the page, click Edit Folder. b. Click ext to HLW_EDFOLDER. c. I the Display Name field, eter Educatio. d. Click OK. 20. After uzippig the repository cotet, you ca delete the zip file by clickig ext to the Repository cotet item. 6.2 Create categories You ca use categories to classify your cotet ad make it easier for users to determie whether the item is likely to cotai the type of iformatio that they are lookig for. Most of the documets added to the repository fall ito the followig types of iformatio: Lists of cotacts Creatig a iformatio repository 6-5

158 Create categories Aswers to frequetly asked questios Documets describig corporate policies Schedules of evets The steps i this sectio show you how to create categories for each of these types of iformatio. 1. I the Navigator, click the Cotet Areas tab. Tip: If you are curretly iside the cotet area, click Admiistratio i the folder dashboard, ad click Navigate Cotet Area. 2. Navigate to the root level by clickig Cotet Areas i the Navigator Path, if ecessary. 3. Next to your cotet area, click Cotets to drill dow ito the structure of your cotet area. 4. Next to Categories, click Create. 5. I the Name field, eter HLW_CONTACTS. 6. I the Display Name field, eter Cotacts. 7. Click Create. 8. Repeat Steps 5 to 7 to create the remaiig categories: Name HLW_FAQ HLW_POLICY HLW_SCHEDULE Display Name FAQ Policy Schedule 9. Click Close Assig a category to a item Now that you have created your categories, you ca associate each of the items i your cotet area to oe of those categories. Note: A item ca belog to oly oe category. 1. I the Navigator Path, click Cotet Areas to avigate to the root level. 2. Click your cotet area s ame. 6-6 Oracle Portal Buildig Advaced Portals

159 Create perspectives 3. At the top right of the page, click Edit Folder. 4. Next to the About the Iside Healthy Livig Repository item, click. 5. This documet is aswerig the questio What is the repository, so the item clearly belogs to the FAQ category. I the Category list, choose FAQ. 6. Click OK. 6.3 Create perspectives The item ow displays uder a baer that idetifies it as belogig to the FAQ category. If this was your real corporate repository, you would repeat this exercise for each item. However, as this cotet area is just a sample, you ca stop here ad leave the rest of the items uder the Geeral category. You ca use perspectives to further classify cotet. While categories idetify the type of iformatio, perspectives idetify the themes of the iformatio, or who would be iterested i the iformatio. The easiest way to idetify who would be iterested i the iformatio i the repository is to thik i terms the user s positio withi the compay. These might iclude: HR Represetative Creatig a iformatio repository 6-7

160 Create perspectives Maager Sales Represetative New Employee You also eed a perspective for documets that are useful to all employees. You ca also use perspectives to idetify the file type of the documet, so that users ca quickly determie whether they have the appropriate software or plug-i to view it. 1. I the Navigator, click the Cotet Areas tab. 2. Navigate to the root level by clickig Cotet Areas i the Navigator Path, if ecessary. 3. Next to your cotet area, click Cotets. 4. Next to Perspectives, click Create. 5. I the Name field, eter HLW_ALL. 6. I the Display Name field, eter All Employees. 7. Click Create. 8. Repeat Steps 5 to 7 to create the remaiig perspectives: Name HLW_HRREP HLW_HTML HLW_MANAGER HLW_NEW HLW_SALESREP Display Name HR Rep HTML Documet Maager New Employee Sales Rep 9. Click Close Associate a ico with a perspective If you wat to add a bit more color to your cotet area, you ca associate icos with your perspectives that display alogside items ad allow users to see at a glace which perspectives a item belogs to. 1. If you have t already dowloaded the Repository images zip file (hlw_ repository_images.zip) from the Oracle Techology Network 6-8 Oracle Portal Buildig Advaced Portals

161 Create perspectives ( to your local hard drive, dowload it ow. 2. Ope the Repository images zip file ad extract the file people.gif. This image ca be used to idetify the All Employees perspective. 3. I the Navigator, click Perspectives. 4. Next to All Employees, click Edit. 5. Click the Image tab. 6. Next to the Ico Name field, click Browse. 7. Locate ad select the extracted people.gif file ad click Ope. 8. Click OK Assig a perspective to a item Now you have created your perspectives, you ca associate each of the items i your cotet area to oe or more of those perspectives. Note: A item ca belog to multiple perspectives. 1. I the Navigator Path, click Cotet Areas to avigate to the root level. 2. Click your cotet area s ame. 3. At the top right of the page, click Edit Folder. 4. Next to the About the Iside Healthy Livig Repository item, click. 5. Click the Secodary tab. 6. Sice all Healthy Livig employees will wat to read this HTML item, i the Available Perspectives list, select All Employees ad HTML Documet. 7. Click to move the selected perspectives to the Displayed Perspectives list. 8. Click OK. Creatig a iformatio repository 6-9

162 Create custom types 6.4 Create custom types The perspectives to which the item belogs display ext to the item s display ame. Note: Because you associated a ico with the All Employees perspective i the previous exercise, that ico is displayed istead of the text. By default, you ca add the followig types of items to a cotet area: Applicatio Compoet File Folder Lik Image Java Applicatio PL/SQL Text URL Zip File The base item types listed above eable you to store a default set of iformatio about each item. To store more specific iformatio about the items i your cotet area, you ca create 6-10 Oracle Portal Buildig Advaced Portals

163 Create custom types Create attributes your ow custom item types. First you create attributes to store the iformatio, the create item types to iclude those attributes. For example, the Healthy Livig Repository icludes iformatio about the traiig courses offered by the Educatio departmet. It would be useful to be able to specify iformatio about a specific course, such as its duratio ad the laguage i which it is taught, whe addig a course descriptio. You ca achieve this by creatig a Course Descriptio custom item type. The first thig you eed to do whe creatig a custom item type, is create attributes i which the additioal iformatio ca be stored. The Course Descriptio item type eeds two attributes: oe to store the duratio of the course, ad oe to store the laguage i which the course is taught. 1. I the Navigator, click the Cotet Areas tab. 2. Navigate to the root level by clickig Cotet Areas i the Navigator Path, if ecessary. 3. Next to your cotet area, click Cotets. 4. Click Custom Types. 5. Next to Attributes, click Create. 6. I the Name field, eter HLW_EDDUR. 7. I the Display Name field, eter Duratio. 8. The duratio of the course ca be stored as a simple text strig, so i the Datatype list, make sure Text is chose. 9. Click Create. 10. I the Name field, eter HLW_EDLANG. 11. I the Display Name field, eter Laguage. 12. I the Datatype list, make sure Text is chose. 13. Click Create. 14. A custom attribute is displayed as a field whe users add or edit a item of a type that icludes the attribute. Istead of expectig users to type i the laguage of the course, it would be useful to provide them with a list of laguages to choose from. You ca do this by chagig the attribute s display optios. Creatig a iformatio repository 6-11

164 Create custom types At the top of the page, click Laguage. 15. Select the List Of Values radio butto. 16. Next to the List Of Values field, click. 17. Click CASEBOOK30_APPLICATION.HLW_LANGLOV. We have provided this List of Values (LOV) for you i the Casebook30_Applicatio. Whe you wat to display a attribute as a LOV, you ca create oe yourself, or ask a applicatio developer to create oe for you. For more iformatio: Visit the Oracle Portal Olie Help. I the avigatio bar Search field, eter list of values ad click Go. 18. Click OK Create a custom item type Now that you have created the attributes i which to store the additioal iformatio, you ca create the item type that eables users to provide this iformatio. 1. Next to Item Types, click Create. 2. I the Name field, eter HLW_EDDESC. 3. I the Display Name field, eter Course Descriptio. 4. I the Base Item Type list, make sure File is chose. We have provided the full course descriptio as a HTML file. So, you ca base the custom item type o the existig File item type to leverage the base attributes required for files. 5. Click Create. 6. At the momet, the ew item type is exactly the same as the File item type. You ow eed to edit the Course Descriptio item type to add the extra attributes to it. At the top of the page, click Course Descriptio. 7. Click the Attributes tab. 8. I the Available Attributes list, select Duratio ad Laguage. 9. Click to move the selected attributes to the Selected Attributes list. 10. Click Apply. 11. I the Duratio row: 6-12 Oracle Portal Buildig Advaced Portals

165 Create custom types a. I the Default Value field, eter 1 day(s). Eterig a default value meas that the Duratio field will be prepopulated with this value. Users ca accept the default value, or eter a value of their ow. b. Select the Primary check box. Selectig the Primary check box meas that this attribute will be displayed o the secod page of the wizard whe users are addig a Course Descriptio item (or the Primary tab whe editig). 12. I the Laguage row, select the Primary check box. Notice that the Laguage field is displayed as a list of laguages. 13. Click OK Add a course descriptio Let s test out your ew item type by addig a course descriptio to the cotet area. 1. Ope the Repository cotet zip file ad extract the file word_processig.htm. 2. I the Navigator Path, click Cotet Areas to avigate to the root level. 3. Click your cotet area s ame. 4. Click HLW_COURSESFOLDER to drill dow ito the Course Descriptios folder. 5. At the top right of the page, click Edit Folder. 6. I the folder dashboard, click Add Item. 7. I the Item Type list, choose Course Descriptio. 8. Click Next. 9. Next to the File Name field, click Browse. 10. Locate ad select the extracted word_processig.htm file ad click Ope. 11. I the Display Name field, eter <YourName> Word Processig Skills. 12. Notice that the Duratio field is already populated with the value 1 day(s), as you specified whe you created the item type. The actual duratio of this course is 2 days, so i the Duratio field, chage 1 to Also otice that there is a Laguage list from which you ca choose the laguage i which the course is coducted. I the Laguage list, choose Eglish. Creatig a iformatio repository 6-13

166 Create custom types 14. Click Next. 15. I the Available Perspectives list, select All Employees. 16. Click to move the selected perspective to the Displayed Perspectives list. 17. Click Fiish Create a custom item type with a procedure call I additio to usig custom item types to store iformatio about items, you ca iclude calls to HTTP ad PL/SQL procedures. For example, the HR departmet wats to iclude defiitios for some beefits terms. It would be useful if, as well as icludig the defiitio provided by HR, the defiitio could also provide the facility to call a exteral search egie (such as the oe for the fiacial services provider Fidelity) for more detailed iformatio. You ca do this by creatig a custom item type ad addig a call to the search egie. 1. The first thig to do, is to fid out how the call to the search egie is costructed, so that you ca call it correctly from your item type. You ca do this by performig a search ad takig a look at the URL geerated. The Fidelity search egie call is costructed as follows: Search egie procedure call: Fixed parameters: orl=2:1&dx=8001&db=26&cs=0 Search term: qr=<search term> 2. Now, you eed to create a attribute to store the fixed parameters, so that they ca be passed to the search egie: a. I the Navigator, click the Cotet Areas tab. b. Navigate to the root level by clickig Cotet Areas i the Navigator Path, if ecessary Oracle Portal Buildig Advaced Portals

167 Create custom types c. Next to your cotet area, click Cotets. d. Click Custom Types. e. Next to Attributes, click Create. f. I the Name field, eter HLW_HRFIXED. g. I the Display Name field, eter Fidelity Search Fixed. h. I the Datatype list, make sure Text is chose. i. Click Create. j. Click Close. 3. Next, you ca create the Beefits Defiitio item type. Next to Item Types, click Create. 4. I the Name field, eter HLW_HRDEFN. 5. I the Display Name field, eter Beefits Defiitio. 6. I the Base Item Type list, choose Text. 7. Click Create. 8. Let s edit the ew item type to add the fixed parameters attribute ad the call to the Fidelity search egie. At the top of the page, click Beefits Defiitio. 9. Click the Attributes tab. 10. I the Available Attributes list, select Fidelity Search Fixed Parameters. 11. Click to move the selected attribute to the Selected Attributes list. 12. Click Apply. 13. The value to pass to the fial fixed parameter (cs) is 0, so let s specify that as the default value for the attribute. I the Default Value field, eter Click the Procedures tab. 15. The procedure is a HTTP procedure, so i the Type list, make sure HTTP is chose. 16. I the Procedure Call field, eter I the Lik Text field, eter Search Fidelity. Creatig a iformatio repository 6-15

168 Create custom types Note: You ca also upload a image to use as a ico. If you specify a ico, the ico is used istead of the lik text. 18. You eed to pass two thigs to this procedure: the fixed parameters ad the search term. I the first Attribute list, choose Fidelity Search Fixed Parameters. 19. I the correspodig Pass As field, eter orl=2:1&dx=8001&cb=26&cs. 20. I the secod Attribute list, choose Keywords. 21. I the correspodig Pass As field, eter qr. This meas that whatever text is etered i the Basic Search Keywords field for a item of this type will be passed as the search term to the Fidelity search egie. 22. Click OK Add a beefits defiitio Let s add a beefits defiitio to see how the call to the Fidelity search egie works. 1. I the Navigator Path, click Cotet Areas to avigate to the root level. 2. Click your cotet area s ame. 3. Click HLW_BENEFITSFOLDER to drill dow ito the Beefits Iformatio folder. 4. At the top right of the page, click Edit Folder. 5. I the folder dashboard, click Add Item. 6. I the Item Type list, choose Beefits Defiitio. 7. Click Next. 8. I the Text field, eter A 401(k) is a type of retiremet pla that allows employees to save ad ivest for their ow retiremet. 9. I the Display Name field, eter 401(k): Defiitio. 10. I the Category list, choose FAQ. 11. Click Next. 12. Remember, the item type uses the value specified i the Basic Search Keywords field as the term to pass to the Fidelity search egie. I the Basic Search Keywords field, eter 401(k). 13. Click Fiish Oracle Portal Buildig Advaced Portals

169 Chage the layout of a folder You ca see a lik ext to the item. This is what users will click to lauch the Fidelity search egie. 14. Next to the ew 401(k) Defiitio item, click Search Fidelity to make the call to the Fidelity search egie that you added to the item type. A page is retured that lists the cotets of the Fidelity Web site that iclude the term 401(k). 15. Click your browser s Back butto. 6.5 Chage the layout of a folder So, ow you ve sorted out the structure of the Healthy Livig Repository, created the classificatio model, ad customized the item types to match the cotet that will be added to the cotet area. Now it s time to work o the layout of the cotet area, ad make sure that iformatio is easy to locate o the page, ad iterestig to look at. A folder is divided ito five differet regios. You ca chage how these regios are displayed i the folder. By default the regios are displayed as five rows. Let s chage this to somethig more iterestig. 1. I the Navigator, click the Cotet Areas tab. 2. Navigate to the root level by clickig Cotet Areas i the Navigator Path, if ecessary. 3. Next to your cotet area, click Cotets. 4. The layout of a folder is determied by the style associated with it, so click Styles. Creatig a iformatio repository 6-17

170 Chage the layout of a folder 5. Next to the style for your cotet area folders, click Edit. Note: Make sure you edit the style for the cotet area folders (which has the same ame as your cotet area), ad ot the style for the cotet area avigatio bars. The first tab displayed is the oe i which you ca chage the colors ad fots used i the folder. This exercise cocetrates o chagig the layout of the folder. For iformatio about how to chage the colors ad fots to match the Healthy Livig look ad feel, refer to the Oracle Portal Tutorial, which icludes step by step istructios o how to do this. 6. Click the Folder Layout tab. 7. I the Folder Layout radio group, click the radio butto to the left of the followig layout: 8. Click Apply Chage regio properties I the previous exercise, you chaged how the folder regios are laid out i the folder. You ca also defie how items are arraged withi each regio, which item attributes are displayed, ad various other display optios. 1. The right had colum would be a good regio i which to provide frequetly requested iformatio, because of its visibility. Click to the left of Quickpicks Oracle Portal Buildig Advaced Portals

171 Chage the layout of a folder 2. I the Display Name field, eter FAQ ad Hits. 3. At the momet, this regio is set so that the baer is ot displayed. Let s display the baer i this regio, so that users kow what type of iformatio it cotais. Select the Display Regio Baer check box. 4. It would also be useful to display item descriptios i this regio, to provide the user with more iformatio about the item. I the Available Attributes list, select Descriptio. 5. Click to move the Descriptio attribute to the Displayed Attributes list. 6. But, let s display the descriptio first, so that the descriptio is the first thig the user will read about the item. I the Displayed Attributes list, select Descriptio. 7. Click to move the Descriptio attribute to the top of the list. 8. I the Item Aligmet list, choose Left. 9. I the Number Of Colums field, eter Click Apply. 11. Click Close. 12. Let s use the top regio to iclude a welcome message for the folder. Click to the left of Aoucemets. 13. I the Display Name field, eter Welcome. 14. I the Displayed Attributes list, select Display Name or Image. 15. Click to move the Display Name or Image attribute to the Available Attributes list. 16. Click Apply. 17. Click Close. 18. Also, let s chage the text i the Sub-folders baer to somethig that will be more meaigful to the users of the Repository, who are ot as familiar with the way a cotet area is broke dow ito folders ad sub-folders. Click to the left of Sub-folders. 19. I the Display Name field, eter More Click Apply. Creatig a iformatio repository 6-19

172 Chage the layout of a folder 21. Click Close. 22. Fially, let s chage which attributes to display ext to regular items i the folder. For example, it would be useful for users to be able to see the size of files i the cotet area so that they kow how log they are likely to take to dowload. Also, the Course Descriptios custom item type you created earlier icludes a couple of attributes that would be useful to display ext to course descriptio items. Click to the left of Regular Items. 23. I the Available Attributes list, select <Blak Lie>, Documet Size, Duratio, ad Laguage. 24. Click to move the selected attribute to the Displayed Attributes list. 25. Use ad to order the attributes i the Displayed Attributes list to look like the followig. 26. Click Apply. 27. Click Close. 28. You ca also chage the way attributes display i the folder. Click the Properties tab Oracle Portal Buildig Advaced Portals

173 Chage the layout of a folder 29. I the Style Elemet list, choose Item Attribute. 30. I the Fot Style list, choose Italic. 31. Click Apply. 32. Click OK. 33. I the Navigator Path, click Cotet Areas. 34. Click your cotet area s ame. Notice that the baer for the sub-folders ow displays the text More... istead of Sub-folders. Also, the documet size attribute for the About the Iside Healthy Livig Repository item is displayed beeath it, i italics. 35. Click HLW_COURSESFOLDER to drill dow to the Course Descriptios folder Add a item to a regio Notice that the Duratio ad Laguage attributes are displayed beeath the Word Processig Skills item you added earlier. Now that you have chaged the layout of the folders i the cotet area, you ca add ew items directly to the appropriate regios. You created a Welcome regio, so let s add a welcome message for the root folder of the Repository. 1. I the folder path, click your cotet area s ame to retur to the root folder. 2. At the top right of the page, click Edit Folder. 3. I the folder dashboard, click Add Item. 4. I the Item Type list, choose Text. 5. Click Next. 6. I the Folder Regio sectio, select the Welcome radio butto. 7. I the Text field, eter Welcome to the Iside Healthy Livig Repository! 8. I the Display Name field, eter Welcome! 9. Click Next. 10. Select the Item Displayed Directly I Folder Area radio butto. 11. Click Fiish. Creatig a iformatio repository 6-21

174 Chage the layout of a folder The Welcome message is displayed at the top of the folder, i the Welcome regio Move a item to a differet regio The Healthy Livig Repository already cotais several documets. You will eed to move these documets ito the appropriate regios. For example, you created a regio i which to display FAQ documets ad there is a FAQ documet i this folder: about_repository.htm. So, let s move this documet ito the correct regio. 1. Next to the About the Iside Healthy Livig Repository item, click. 2. I the Folder Regio sectio, select the FAQ ad Hits radio butto. 3. I the Descriptio field, eter Wat to kow what the Repository is all about? Take a look at. 4. Click OK. 5. At the top right of the page, click View Folder Oracle Portal Buildig Advaced Portals

175 Chage folder access privileges The item is ow displayed i the FAQ ad Hits regio. Also, otice that the descriptio of the item is displayed before the item ame, just like you specified i the list of displayed attributes whe you edited the regio properties. Note: The documet size o loger displays ext to this item because you did ot select to display that attribute i the FAQ ad Hits regio. 6.6 Chage folder access privileges The ext thig you eed to cosider is who should be able to view the iformatio i the Repository. With cotet areas you ca restrict access to folders, ad eve to specific items, to particular users or user groups. This is extremely useful for makig corporate iformatio available to as wide a audiece as possible, while keepig it secure. 1. I the Navigator, click the Cotet Areas tab. 2. Navigate to the root level by clickig Cotet Areas i the Navigator Path, if ecessary. 3. Next to your cotet area, click Edit Root Folder. 4. Click the Access tab. 5. This folder is the etrace to the Repository ad cotais geeral iformatio. It should therefore be available to all users. Make sure the Make Public check box is selected. Creatig a iformatio repository 6-23