Getting Started with Oracle WebCenter Portal
Build a Portal
1. Create a portal
- Sign in to Oracle WebCenter
Portal.
- In the portal browser, click Create
Portal.
- Choose a template and provide
portal specifications like the portal title, description, search keywords,
and type of portal.
- Click Create Portal.
2. Create pages or subpages
- In the portal editor, click Create
New Page.
- Choose the page style you
want to use and specify the page title and other details.
- Click Create Page.
3. Build portal navigation
- Select an existing navigation
item in the portal editor, then click its Actions
icon and select Add.
- Select Page link. You
can select any other navigation item you want to add.
- In the Pages dialog, select the page you want to add to
portal navigation and save your changes.
- Similarly add other navigation items and specify the
properties if required.
4. Customize portal look and feel
- In the portal editor, click
the Settings icon.
- On the Settings page,
modify the required settings to suit your needs.
- Click Save.
Develop Portal Pages
5. Enable services
- In
the portal editor, click the Tools
and Services icon.
- Select the tools and services
you want to enable in your portal, for example, Documents, Events, Lists,
and Discussions.
- Click OK.
6. Add components to a page
- Open your portal page in the
portal editor.
- Click Add Content.
- In the resource catalog,
locate the required component and add it to the page.
7. Manage portal content
- In the portal editor, open
your page, and click Add Content.
- Select Content Management,
then click Content Manager. Save the page.
- In the portal view mode,
click Upload and select Standard Check-In to upload a document.
- Browse to locate the file you want to
upload and click Upload.
8. Use content presenter
- In the portal editor, click Add
Content on the desired page.
- Select Content Management from
the resource catalog, then click Content
Presenter. Save the page.
- Click anywhere in the Content
Presenter task flow and click Edit.
- Click Select Content,
select a display template, and browse to the content you want to display
on your page.
9. Integrate with Oracle Document Cloud Service
- In the portal editor, click Add
Content on the desired page.
- Select Content Management
from the resource catalog, then click Oracle
DOCS Content Manager.
- In the Oracle DOCS Content
Manager task flow, click the View Actions
icon and select Parameters.
- In the Parameters dialog,
specify the Oracle Document Cloud Service URL and select the required
theme for the page. Save the page.
10. Publish pages
- In the portal editor, click
the Drafts icon.
- Select the pages you want to
publish.
- Click Publish.
Add Data Visualizations
11. Create a data source
- In the portal editor, click
the Assets icon.
- From the left panel, under
Data Sources, click SQL Data Sources, then
click Create.
- In the Create New SQL Data
Source dialog, specify the page title and configuration details. Specify
the SQL statement to query the SQL data source. For example. SELECT * FROM
Persons WHERE City LIKE 'sa%'.
- Click Test to validate
and click Save.
12.
Add the default data visualization
- In the portal editor, click Add
Content.
- From the resource catalog,
select Data Presenter Visualization.
- Save the page.
13. Configure a data visualization
- In the page editor, select the data
visualization component and click Configure.
- On the Data
Source page, select the existing data source and click Next.
- On the Template
page, select a visualization template to present the data retrieved from
the data source and click Next.
- On the Options
page, set the elements on the Setting
tab and define the parameters on the Parameters
tab. Click Save
Manage Membership and Security
14. Add members
- In the portal editor, click
the Security icon.
- On the Members tab, click Add People or Add Groups.
- Search and select the
members you want to add.
- Select a role and click Add.
15. Create a custom role
- On the Roles tab,
click Create Role and select Custom Role.
- Provide role specifications
such as, role name, description, and role template.
- Click OK.
16. Edit permissions for a role
- On the Roles tab,
select a role and click Edit Permissions.
- Select the permissions you
want to assign
to the role.
- Click Save.
17. Edit permissions for a role
- Open your portal page in the
portal editor, then click its
Actions icon and select Page Information.
- On
the Security tab, select Override Security.
- Modify the access
permissions as required.
- Click Save.
You're done!
Find out more about Oracle WebCenter Portal
Product Information
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See events.oracle.com and blogs.oracle.com for information about Oracle WebCenter events.
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