Key Concepts and Terms

3-6 Oracle Fusion Middleware Users Guide for Oracle Portal Figure 3–3 Sample Page In Oracle Portal, all three of these elements are called navigation pages. You can use Oracle Portal to create navigation pages, or have your graphics designer develop HTML to fulfill this need. The remaining regions, such as the one shown to the right of the navigation bar in this picture, are the placeholders for the content your portal displays. In Oracle Portal, there are two types of content: portlets and items. ■ Think of a portlet as a reusable building block for easily publishing information and applications. You can instantly deliver new content to thousands of users by simply adding a portlet to the users view of the portal. All portlets come from a data source registered within Oracle Portal, called a portlet provider. The information displayed within portlets comes from a number of sources. Some portlets are as easy to create as checking a box within a wizard; others require knowledge of PLSQL or Java. You can create portlets in a various ways: ■ Publish pages and navigation pages as portlets. While in the creation wizard, simply check a box to indicate that you want to publish the page as a portlet. That way, you can re-use the page on other pages, or make the page available for others to use. ■ Use Oracle Portals wizards to easily create reports, forms, charts, and other types of dynamic components and publish them as portlets. No programming knowledge is required. ■ Use your own tools to turn your legacy applications and Web sources into portlets and integrate them through Portals Application Programming Interfaces APIs, available in the Portal Developer Kit PDK. See the Oracle Fusion Middleware Developers Guide for Oracle Portal. But you don’t have to create your own portlets. Simply by installing Oracle Portal, you instantly have access to portlets created by a wide range of third-party vendors registered through Oracle’s Partner Program. In addition, by subscribing Planning Your Portal 3-7 to the Oracle Portal Developer Services, you can access a number of services and resources available exclusively to the Portal developer community. Not only will you be able to access the development team within Oracle, but you can tap into the greater community of Portal developers who have acquired expertise in working with portlets. And you can publish Portal development knowledge and experience of your own. ■ An item is the other basic Oracle Portal building block. More specifically, an item is an individual piece of content text, hyperlink, image, and so on that resides on a page in an item region. There are two types of items: content item types, which display user-managed content such as text, files, images, and URLs; and navigation item types, which are used to provide navigation and to access or execute various portal-specific functions. Items are added to the portal through simple wizards and stored in the Oracle Metadata Repository for ongoing management and publishing. If you plan to use Oracle Portal as a content management solution, you’ll no doubt rely heavily on the use of items. Reusable Objects Reusable objects are created at the page group level and can be used for any page within the page group. For example, you may want to create a consistent color scheme called a style for every page within your portal. Even though the graphic doesn’t depict it, pages themselves can be considered reusable objects, as any page can be published as a portlet and reusedshared elsewhere in the portal, or in remote portals. Some objects control how pages are laid out and how they appear. Others help users organize and classify information so that others can locate it quickly. The following screen shot depicts the Page Group portlet, which is used to create and manage all reusable objects. The Page Group portlet is an important workspace that you’ll use a great deal as you develop your portal. Figure 3–4 Page Groups Portlet In most cases, each time a page is displayed it is dynamically assembled and formatted according to the content portlets and items and the reusable objects chosen for that page. 3-8 Oracle Fusion Middleware Users Guide for Oracle Portal Layout and Appearance A template is a type of page from which other pages can inherit layout, style, privileges, and even content, thus enforcing consistency across multiple pages. A Portal Template might include a corporate logo, frequently used links at the top, a navigation bar, and a footer that shows the location of the current page within the page group. When you create a new page, you have the option of selecting a Portal Template on which to base it, or to choose no template at all. Styles control the colors, fonts, and backgrounds of pages or regions within pages. When you use the Create Page wizard, you are asked to supply the navigation page, template, and style you want to apply. If you choose not to apply these objects when you create the page, you can always do so later when you edit the page. Content Attribution Content attribution concerns you much more if you’re building a page group that supports collaboration among your users. Collaboration is chiefly supported through Oracle Portal’s content management features, which center on the use of items. Content attribution refers to the process of associating various attributes with each item and page in your portal. These attributes store information and make it easy to group logically related items and pages together. Attributes also enable advanced metadata searches. When you add a file to the portal, for example, you use the Add Item Wizard. This wizard prompts you for an item type. The kinds of item types that are exposed through the Add Item Wizard are determined by the page group administrator. Suppose you choose the File item type, which comes with Oracle Portal by default. The File item type has certain default attributes, like File Name, Description, Author, and so on, which you as the publisher of the file are expected to supply in order to complete the publication process. These attributes not only supply information about the file you’re adding, but allow you or others to later construct custom searches so that you can, say, display all the content published by a given author. Custom searches are easy to build in Oracle Portal. But suppose the attributes that come with the File item type aren’t sufficient for your needs. Suppose you want to add another attribute called Group Name, to identify the group from which the file originated. With Oracle Portal, you can easily create your own custom attributes using the Create Attribute wizard. At a minimum, simply identify the Group Name attribute as a Text attribute, add it to the definition of the file item type, and you’re done. You may also want to create custom item types specifically for your needs. For example, if you’re managing an entertainment portal, you might create a custom item type called Movie Review, which includes custom attributes such as Rating, Reviewer, and Producer. You can even specify which attributes are mandatory and which are optional. Custom page types operate on the same principle. By default, Oracle Portal comes with several different page types optimized for use with different types of content. For example, the Standard page type is used to display both portlet and items, and thus is used for the majority of all portal development. Other page types include JSP pages, which display the results of executing a JavaServer Page, and URL pages, which allow you to include any Web-accessible page within your portal. However, you may Note: Whether or not the page is rebuilt each time it is displayed depends on the caching options in place at the time the page request is made. Planning Your Portal 3-9 encounter situations where you want to modify the page types already in existence, or require additional page types. For example, you might want to create a Performance Review page for use by managers, which contains attributes for Rating, Employee Name, Employee Rank, and so on. Like custom item types, custom page types are easy to create to meet your specific requirements. Categories and perspectives represent a different type of content attribution at the item level. Both are a means of classifying your content into discrete groups, making it easy for users to locate content. A Human Resources page group might contain categories such as Benefits, Policies, and Payroll. Each time a user adds a piece of content, that content must be assigned to one and only one category assuming that the Category attribute is exposed for the item type. Users can also search by category and perspective or browse through content that is organized into category and perspective hierarchies. Perspectives work best when they cut across multiple categories. Because each item can be assigned many perspectives, it’s best to reserve them for classifications that take advantage of this strength. In our Human Resources page group, you might choose to make your perspectives reflect the various user groups at the company: Engineers, Design Analysts, Sales Representatives, and so on. It’s easy to imagine how the same piece of content, like the company’s holiday schedule, would interest all users regardless of their user group. When a user submits a search based on Engineers, Oracle Portal would locate all the content tagged with that perspective, irrespective of category. Engineers would see the holiday schedule, as well as all other content from the Benefits, Policies, and Payroll that had been flagged as being of particular interest to that group. Or, on a portal devoted to travel, the perspectives Inexpensive, Moderate, and Luxury would neatly cut across the categories Lodging, Restaurants, Air Fare, and Rental Cars. Deciding how to construct all of your attributes is an important part of building your portal taxonomy, and making these decisions should be attended to with care. One of the main benefits of creating a sound attribution model is that it provides you with more flexibility if you choose to publish content dynamically, using the autoquery capability of the custom search portlet. The autoquery feature is extremely powerful, especially when you configure it to display the results in place. Effective use of autoquery gives you tremendous control over how and where you manage and publish content within your portal. In fact, in many cases it is best to manage content in one area or page group and publish it dynamically throughout the portal. See Section 3.2, Making Key Decisions for more information.

3.2 Making Key Decisions

Now that you have an understanding of the basic concepts underlying portal development, you’re ready to begin considering the needs of your particular enterprise.

3.2.1 Understanding the Planning Process

This section is intended to give you an idea of the things you’ll need to consider as you set up your portal, in the rough order in which you’ll need to consider them. 3-10 Oracle Fusion Middleware Users Guide for Oracle Portal ■ Deciding how to structure your portal is perhaps the biggest and most difficult challenge you’ll face. Consider the breadth of content you have, as well as each discrete group of users you’re trying to satisfy as you decide whether you need multiple page groups, a single page group, or perhaps even an Oracle Instant Portal. – Is your portal for internal use only? Will your users be happy with a very simple portal, with a pre-defined set of items and styles and preconfigured pages that offer no flexibility in terms of layout? If your internal users want to exchange content only with each other, consider creating an Oracle Instant Portal, rather than a page group. Although Oracle Instant Portals provided a limited subset of functionality, the trade-off is that the usage and administrative costs are much lower than a typical portal. In fact, you can start loading content into the portal as soon as it’s created. – What is the relative size of your user base? Does it make sense to contain your portal in a single page group, with a home page and perhaps one page or one page with sub-pages devoted to the needs of each user group? Is your user population small enough so you can develop the entire site in a single page with tabs? Section 3.2.2, Using Page Groups Effectively can help you decide how many page groups you need. – It is fairly likely that you will have users who wish to publish business documents and other information to the page group that is, content contributors, as well as users who will merely consume that information in other words, viewers. How should those two groups interact? Do you want content contributors to create, edit, and publish the content on the same page where it is viewed? Or do you want to have a separate area in which content contributors can work, then use page portlets and custom searches to present relevant information to viewers? To help make this decision, consider whether the creators of the information are vastly different from the consumers of the information. For example, suppose you have a group of engineers that will be producing a great deal of content. You want them to be able to create their page structure naturally, without having to yield to a formal set of guidelines and standards. Because the consumers of much of this information are not engineers, however, the potentially unwieldy page structure that might result could well be distracting or confusing to its non-technical audience. In this case, it’s best if the developers are allowed to publish as they wish, and for you to superimpose a structure that is natural and pleasing to the consumers using custom searches and page portlets. If the consumers and the creators are the same, however, there’s no reason that content creation and consumption can’t occur on the same pages. See Section 3.2.3, Configuring a Page Group for Content Management for more information on how to create a page group devoted to content management. Note: Although it may be quite tempting to simply dive in and start creating pages, you’ll find that the more time you invest in planning and making considered decisions in the beginning, the less likely it is that you’ll have to go back and reconstruct portions of the portal—or the very structure of the portal itself—later on. Each decision you make at the page group level can have far-reaching effects on the pages residing within. Planning Your Portal 3-11 – Will different groups expect their search results to be confined to their own areas? By default, the search feature combs all pages belonging to the entire page group to which the current page belongs. 1 If your entire portal is housed in a single page group, someone in Human Resources looking for a particular HR document may be overwhelmed by search results reflecting the entire page group. If you think each group will want their search to be limited to just the data that is relevant to them, consider creating separate page groups for each group within your enterprise. If you do decide to create multiple page groups, you’ll probably want to develop some common objects and place them in the Shared Objects page group so that you can achieve some consistency across work performed by the different groups. Only objects navigation pages, templates, styles, and so on in the Shared Objects page group can be used across multiple page groups. Once you make your decision about what kind of portal makes sense for your organization, it’s time to contemplate how to go about actually building your portal. Here are some things you should consider before doing so: ■ Do you want each of the pages within your portal to look similar? One way to accomplish this is through the use of templates. You can build a Portal Template that has a common navigation bar, footer, and banner, then leave it up to individual content contributors to populate the remainder of the page with content. You might also want to create one template for each user group to clearly identify the page as belonging to that group. Note : Although you cannot force your page designersbuilders to use your template, you can make it the default so that it is the first template listed in the drop-down list in the Page Creation wizard. ■ Establish page group wide properties, such as the amount of space to allocate to uploaded files, the default style, navigation page, and Portal Template, and what type of items contributors can add to pages in the page group. You can identify such things as: – What level of access will each user or user group have on the pages created within this page group? – What template will be selected by default when a new page is created? – What navigation page will be selected by default for use as a banner when a new page is created? – What style will be applied by default when a new page is created? – Will users of this page group have access to HTML Templates, which are built using your own HTML code? HTML Templates include both Page Skins and Content Layouts. Page Skins place a border or wrapper around a page. Content Layouts format the content of individual regions on the page. Page group-wide settings are made either through the Navigator, or from the toolbar that appears along the top of your page while in edit mode. ■ Get started on acquiring the portlets you’ll need to populate your pages. You may want to have developers start building portlets to encompass data provided by legacy applications, and you may have a need for portlets provided by Oracle’s Partner Program or other third party vendors. See Section 3.2.4, Deciding What 1 Although it is possible to use the custom search feature to search multiple page groups, less sophisticated users may not be comfortable doing that.