Click Close. Making a Perspective Available to a Page Group

5-34 Oracle Fusion Middleware Users Guide for Oracle Portal 1. In the Navigator, click the link for the page group that owns the perspectives that you want to delete. To get to the Navigator click the Navigator link on any page. By default you can find a Navigator link on the Portal Builder page.

2. Click the Perspectives link.

3. Click the actions link.

4. Select the check boxes next to the perspectives that you want to delete. To delete all the perspectives in the page group, select the check box in the header row.

5. Click Delete.

6. In the confirmation page, click OK.

5.4 Setting Up Approvals

Oracle Portal enables you to manage and control the publishing of content on your portal through the use of approvals. Oracle Portal provides a special privilege for approvals, Manage Items With Approval. Each item added or modified by a user with this privilege must be approved before it is published to the portal. This enables you to delegate the creation of portal content without relinquishing control over what is actually displayed to your users, or compromising the quality of the content. For example, you may want each of your company’s product whitepapers to be reviewed by your legal department before they are published. Using approvals, you can easily establish an approval process that includes the legal department as one of the required approvers. This ensures that each author of a whitepaper cannot publish their documents to the portal until they have been checked by the legal department. Approval processes can also reduce or even eliminate the costs of a paper-driven office in which hard copy documents requiring approvals, such as expense reports and travel requests, create bottlenecks for your workers. When you define approval processes, you allow the appropriate people in your organization to receive notification of pending items requiring approval, to review the items, and to approve or reject the items, all from your companys portal. Oracle Portal offers two different methods for defining approval processes: Oracle Portal approval processes and Oracle BPEL workflow processes. ■ An Oracle Portal approval process is an approval process created within Oracle Portal itself. You specify the approvers on the Approval tab of the page group or page. Oracle Portal approval processes offer a simple, easy to use, self-contained way of implementing approvals. ■ An Oracle BPEL workflow process is created using Oracle BPEL Designer. In Oracle Portal, the portal administrator then creates a process definition that maps to the Oracle BPEL workflow process. Using Oracle BPEL workflow processes provides functionality beyond that provided by Oracle Portal approval processes, such as escalation and suspension. This section contains the following sub-sections: ■ Section 5.4.1, Enabling Oracle BPEL Approval Processes Tip: If the perspectives are shared, they will be in the Shared Objects page group. See Section 4.6, Sharing Objects Across Page Groups Preparing to Add Content 5-35 ■ Section 5.4.2, Enabling Approvals and Notifications for a Page Group ■ Section 5.4.3, Setting Up an Approval Process for a Page Group ■ Section 5.4.4, Monitoring Pending Approvals ■ Section 5.4.5, Enabling Draft Items ■ Section 5.4.6, Setting Up Expiry Notifications for a Page Group

5.4.1 Enabling Oracle BPEL Approval Processes

If you plan to use Oracle BPEL to manage approvals in your page group, you first need to enable the Content Management Event Framework CMEF. Oracle BPEL Process Manager uses CMEF to communicate with Oracle Portal. This option is enabled by default. To enable CMEF for a page group: 1. From the Portal Navigator page, choose the page group to be edited.

2. Select the Properties link next to your page group.

3. Click the Configure tab.

4. In the Content Management Event Framework Section, click the Edit link.

5. Select the Enable Content Management Event Framework check box.

6. Click OK to return to the Configure tab.

7. Click Close.

5.4.2 Enabling Approvals and Notifications for a Page Group

You can enable approval processes at page group and page level. This means you can establish one approval process for the entire page group, or approval processes that are unique to individual pages. This section describes how to enable approvals for a page group. By default, pages inherit the approval process defined for the page group to which they belong but you can allow page manager to override this if you wish. See Section 5.4.2.1, Enabling Page Managers to Specify Their Own Approval Processes . 1. From the Portal Navigator page, choose the page group to be edited.

2. Select the Properties link next to your page group.

3. Click the Configure tab.

4. In the Approvals and Notifications section, click the Edit link.

5. Select the Enable Approvals and Notifications check box.

Note: You cannot override the type of approval process at page level. That is, you cannot use an Oracle BPEL process at the page group level and an Oracle Portal process at the page level. Note: If you enable Approvals and Notifications, make sure that none of the pages in the page group are cached at the system level. See also Section 21.1, Page Caching .