Oracle Portal Tutorial Release 3.0.8 Part Number A87567-01 |
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# 1
Learning the Basics

Estimated completion time: 25 minutes

This chapter introduces the basic concepts and navigational principles of Oracle Portal. You'll learn what Oracle Portal is, how to start Oracle Portal and log on, how to get around once you've logged on, and how to get help if you're not sure how to complete a particular task.

This chapter includes the following sections:

Section |
--- | ---
Section 1.1, "What Is Oracle Portal?" |
Section 1.2, "Starting and Logging on to Oracle Portal" |
Section 1.3, "Getting to Know Your Oracle Portal Home Page" |
Section 1.4, "Getting Help" |
Section 1.5, "Using the Navigator" |
Section 1.6, "Logging off and Exiting Oracle Portal" |
Section 1.7, "Lesson Summary" |

## 1.1 What Is Oracle Portal?

A portal is a Web-based application that enables your users to access content areas, external Web sites, other applications, newsfeeds, and other useful information. The term portal implies many other capabilities as well, but central to the definition is the ability to support personalized views, so that each user or user group can tailor both the content and the appearance of the portal to suit individual preferences and requirements.

Using Oracle Portal, you define the user experience by creating and administering dynamically-generated Web pages made up of informational portlets. Portlets provide access to Web-based resources: any Web page, application, business intelligence report, syndicated content feed, or other resource can be accessed through a portlet, allowing it to be personalized and managed as a service of Oracle Portal. Page definition and personalization features allow you to create and manage general purpose and community-specific pages, yet maintain a standardized corporate look and feel. Group and individual privileges can be extended to allow users to personalize the page to create unique views.

Oracle Portal incorporates a set of self-service tools that enables you to directly manage information within a portal repository and publish to the user community at large. Content areas make it easy for you and your users to upload, organize, and manage business documents and other file type content; no technical expertise or knowledge of HTML is required. Components enable you to quickly and easily build a variety of application components (Web forms, charts, reports, etc.) that display and interact with data managed in an Oracle database. When complete, both content areas and components are easily published to users as portlets.

For a graphical introduction to Oracle Portal, visit the Oracle Portal Quick Tour in the online help system, or at http://technet.oracle.com/products/iportal/index.htm.

## 1.2 Starting and Logging on to Oracle Portal

Oracle Portal is completely Web-based, therefore starting Oracle Portal is simply a matter of pointing your Web browser to the Oracle Portal home page.

1. Start your Web browser.

   If you are not sure whether Oracle Portal supports your browser, refer to "Prerequisites".

2. In the Address or Location field of your browser, enter the URL of the Oracle Portal home page and press the Enter or Return key.

   Note: If you do not know the URL of the Oracle Portal home page, ask your portal administrator.

   The Welcome to Oracle Portal page displays.

   Tip: It is a good idea to bookmark this page as a favorite so that you do not have to type the URL each time you want to access it. If you do not know how to do this, see your Web browser documentation.

   You may notice that this page offers you access to information about Oracle Portal, but not to any of the Oracle Portal tools. This is because, at the moment, you are a public user because you have not identified yourself and Oracle Portal cannot determine what you are entitled to access. To access the Oracle Portal tools, you must log on and identify yourself as an authorized user.

3. Click Login in the top right of the Welcome page.

4. Enter your User Name and Password.

   Note: If you are not sure of your user name or password, contact your portal administrator.

5. Click Login.

   Your personalized Oracle Portal home page displays. If you receive an error message, check that you entered your login information correctly, or check with your portal administrator.

   Don't worry if your Oracle Portal home page does not look exactly like the one shown above. The appearance of the home page varies depending on your privileges and how it has been customized.

   Note: The figure shown above assumes that your default home page is the Oracle Portal home page. If you have a different default home page, you can navigate to the Oracle Portal Home Page, under Top-Level Pages, using the Navigator. For information about using the Navigator, see Section 1.5, "Using the Navigator".

## 1.3 Getting to Know Your Oracle Portal Home Page

The Oracle Portal home page is itself a portal into the portal building environment. Take a moment to familiarize yourself with the home page and the features it provides.

The home page is divided into separate tabs that group related features together. The tabs available to you on the home page depend on your privileges, so you may not see all of the following tabs. Click the link to display the tab.

- The Build tab contains tools for building pages, content areas, and applications.

- The Administer tab contains tools for administering Oracle Portal, such as creating users and groups, and setting global properties. Only database and portal administrators can access this tab.

- The Administer Database tab contains tools for administering the database, including creating schemas, granting database privileges, and monitoring database performance. Only database administrators can access this tab.

- The Monitor tab contains tools for monitoring pages, content areas, and applications.

#### Portlets

Each tab of the home page is made up of portlets that provide access to Oracle Portal tools. For example, the Content Areas portlet on the Build tab provides access to the content area building tools.

The portlets that you can see depend on your privileges. For example, you will be able to see the Applications portlet only if you have privileges to build applications.

You can customize some portlets to change the way they display on the home page. For example, you can add new favorite links, or specify how many of your favorite links to display, by customizing the Favorites portlet.

#### Shortcut bar

The shortcut bar at the top right of the page enables you to quickly get to:

- The Navigator, which provides access to all Oracle Portal objects. For information about how to use the Navigator, see "Using the Navigator".

- The Oracle Portal home page.

- The Oracle Portal online help system. For information about how to use the help system, see "Getting Help".

## 1.4 Getting Help

Oracle Portal provides two ways of getting help:

- The online help system, which provides detailed step-by-step instructions and reference information, as well as an introduction to Oracle Portal and troubleshooting information. You can access the online help system by clicking in the shortcut bar at the top of any page.

- Field-level help, which provides specific information about the fields on the current page. You can access field-level help by clicking in the page.

### 1.4.1 Using the online help system

The following exercise introduces you to the online help system and demonstrates the different ways of finding information within it.

1. In the shortcut bar at the top of the page, click to display the online help system in a new browser window.

2. In the navigation bar on the left, click Task Help.

3. Click The Basics.

4. Click What is Oracle Portal?

   A conceptual topic displays in a new browser window. This topic provides information about Oracle Portal.

5. Scroll down to the end of the topic.

   Most topics include a Related topics section, which contains links to other topics that might interest you.

6. Click What is a page?

7. Here is another conceptual topic. In the Related topics section, click Creating a page.

   This is a task topic that describes all the steps involved in creating a page.

8. Close the window containing the help topic.

#### 1.4.1.1 Using the index

But what if you don't know which folder a topic is in? You can find it using the index.

1. In the navigation bar, click Index.

2. Click p.

3. Scroll down until you see pages, and click definition.

   This takes you to the same What is a page? topic you saw earlier.

4. Click your browser's Back button three times to return to a page containing the help system's navigation bar.

#### 1.4.1.2 Using the search feature

Alternatively, you can use the search feature.

1. In the navigation bar Search field, enter `page` and click Go.

   The search results include all the topics whose display name, description, or keywords include the word page, including the What is a page? topic.

   Note: If interMedia Text is installed and enabled, and an interMedia Text index has been created, the content of the topics is also searched.

2. Click to return to the help system's home page.

#### 1.4.1.3 Using categories and perspectives

Every topic in the help system is categorized according to what type of information it contains. The help system also uses perspectives to identify topics that are of particular interest to each type of Oracle Portal user.

1. To list all the tasks involved with pages, choose Page Tasks in the navigation bar Categories list, and click Go.

2. To list all the tasks of interest to a portal administrator, choose Portal Admin in the navigation bar Perspectives list, and click Go.

#### 1.4.1.4 Exiting the help system

As well as Task Help, the help system also includes the Quick Tour, which is an introduction to Oracle Portal, access to online manuals, including this Tutorial, and Tips and Troubleshooting topics to help you with common problems or requirements. These are all accessible by clicking the buttons in the navigation bar.

To exit the help system, simply close the browser window.

### 1.4.2 Using field-level help

The following exercise introduces you to field-level help and demonstrates how to use it.

1. In the shortcut bar at the top of the page, click .

2. Click to open the field-level help topic in a new browser window.

   This topic provides you with information about every field, button, and link that appears on the current page.

3. Scroll down to the end of the topic.

   Most field-level help topics also include a Related topics section, which contains links to task and reference topics if you need more information.

4. To exit the field-level help topic, simply close the browser window.

## 1.5 Using the Navigator

The Navigator is a very powerful tool that provides access to all your Oracle Portal objects, as well as objects available to all public users.

1. If you are not already on the Navigator page, in the shortcut bar at the top of the page, click .

2. During an Oracle Portal session (that is, the time between logging on and logging off), the Navigator remembers which tab you were on the last time you used it.

   If you are not already on the Pages tab of the Navigator, click Pages.

3. If you are not already at the root level, click Pages in the Path.

4. The Navigator lists the objects that are available to you, and the actions you can perform on those objects. The list of actions varies depending on your privileges. You view an object or drill down within an object by clicking its name.

   Let's see what other pages exist. Click Top-Level Pages to drill down.

5. Now you can see a list of the top-level pages that you have access to, and the actions you can perform on those pages. Top-level pages are pages that your portal administrator believes many people will want to access.

   Click Inside Healthy Living to display the Healthy Living portal.

6. Click your browser's Back button to return to the Navigator.

7. If you know the name, or part of the name of the object you are looking for, you can search the current tab of the Navigator for that object

   Click the Content Areas tab.

8. In the Find field, enter `healthy`.

9. Click Go.

   The Navigator lists all content areas, folders, categories, styles, etc. that contain the word healthy.

10. Click Close.

## 1.6 Logging off and Exiting Oracle Portal

To exit Oracle Portal, simply close your Web browser or navigate to a non-Oracle Portal page.

- If you close your Web browser, you will automatically be logged off Oracle Portal.

- If you navigate to a non-Oracle Portal page, you will not be logged off Oracle Portal. When you return to a Oracle Portal page, you will not need to log on again. For security reasons, you may want to log off Oracle Portal before navigating to a non-Oracle Portal page.

  - To log off Oracle Portal, click Logout in the top right of the page.

## 1.7 Lesson Summary

Congratulations! You have completed the first lesson of this tutorial. You now know the basics of using Oracle Portal, including how to:

- Start and log on to Oracle Portal

- Use the Oracle Portal home page

- Use the online help system and field-level help

- Use the Navigator

- Log off and exit Oracle Portal

Continue reading the tutorial for more exercises on how to use Oracle Portal. To find out which chapters you should complete, see "Structure".

For more advanced examples of what you can do with Oracle Portal, see the Oracle Portal 3.0.8 Building Portals manual.

For any other information about the basics of Oracle Portal, see the Oracle Portal online help.

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