Using Oracle Social Network
Using Oracle Social Network
Using Oracle Social Network
November 2015
Contents
Preface ............................................................................................................................................................. xxv
Audience...................................................................................................................................................
Documentation Accessibility .................................................................................................................
Related Documents .................................................................................................................................
Conventions .............................................................................................................................................
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How do I mute or unmute a Service Incident's wall or a related Conversation? .................... 6-16
How do I end a completed Conversation? .................................................................................... 6-16
How do I delete a Conversation? .................................................................................................... 6-17
How do I download an archive of a wall or Conversation? ....................................................... 6-17
How do I navigate from my application to a fuller version of the social network? ................ 6-17
How is the social network accessible? ........................................................................................... 6-17
What keyboard shortcuts are available to the social network? .................................................. 6-18
How do I keep up with my Conversations on the road? ............................................................ 6-19
How can I get more help on how to use Oracle Social Network? ............................................. 6-19
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How can I find a file on a Conversation or wall's Documents tab? ........................................... 9-35
How can I view a document's access history? .............................................................................. 9-36
How do I show or hide a document's versions? ........................................................................... 9-36
How do I copy a file URL to the clipboard? .................................................................................. 9-36
How do I send a document as an email? ....................................................................................... 9-36
How do I delete a document? .......................................................................................................... 9-37
How do I create a folder? ................................................................................................................. 9-37
How do I rename a folder? .............................................................................................................. 9-37
How do I copy a folder? ................................................................................................................... 9-38
How do I move a folder? .................................................................................................................. 9-38
How do I add new documents to a folder? ................................................................................... 9-38
How do I move documents into a folder? ..................................................................................... 9-38
How do I move documents out of a folder? .................................................................................. 9-38
How do I download a folder from the add-in for Outlook? ....................................................... 9-39
How do I copy a folder URL to the clipboard? ............................................................................. 9-39
How do I open a folder in the add-in, in the web version of Oracle Social Network? ........... 9-39
How do I delete a folder? ................................................................................................................. 9-39
Working with People and Groups in the Add-In for Outlook....................................................... 9-40
What is the People and Groups panel? .......................................................................................... 9-40
What are "outside users"? ................................................................................................................ 9-40
What are "unregistered users"? ....................................................................................................... 9-40
How do I navigate to a person's profile? ....................................................................................... 9-41
How can I view my list of contacts? ............................................................................................... 9-41
How do I add new contacts? ........................................................................................................... 9-41
How do I invite my contacts from my Outlook address book to join Oracle Social Network? ....
9-42
How do I remove a contact? ............................................................................................................ 9-42
How do I follow people and add them as contacts? .................................................................... 9-42
How can I view a list of the people I follow? ................................................................................ 9-43
How can I view a list of the people who follow me? ................................................................... 9-43
How can I view a list of the people recommended to me? ......................................................... 9-43
What are groups? .............................................................................................................................. 9-43
How do I view a group's details? ................................................................................................... 9-43
How do I navigate to a group's wall? ............................................................................................ 9-44
How can I view a group's membership? ....................................................................................... 9-44
How do I create a group? ................................................................................................................. 9-44
How do I add people to a group? ................................................................................................... 9-45
How do I revise a group's membership? ....................................................................................... 9-45
How do I hide membership messages on a group wall? ............................................................ 9-45
How do I rename a group or revise its description? .................................................................... 9-45
How do I add or change a group's profile picture? ..................................................................... 9-45
How do I deactivate a group? ......................................................................................................... 9-46
Is there a way to reactivate a deactivated group? ........................................................................ 9-46
Using Social Objects in the Add-In for Outlook .............................................................................. 9-46
Understanding Social Objects ......................................................................................................... 9-46
How can I arrange a list of Social Objects? .................................................................................... 9-47
How do I view the details of a Social Object? ............................................................................... 9-47
What are referring items? ................................................................................................................. 9-47
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How do I close and exit Oracle Social Network Desktop? ......................................................... 10-8
What You Can Do in Oracle Social Network Desktop..................................................................... 10-9
How do I open an item? ................................................................................................................... 10-9
How do I add an item as a favorite? ............................................................................................... 10-9
How do I create an item? ................................................................................................................. 10-9
How do I view and manage an item's members? ...................................................................... 10-10
How do I hide an item's membership messages? ...................................................................... 10-11
How do I share a link to an item? ................................................................................................. 10-11
How do I rename an item? ............................................................................................................. 10-12
How do I split a Conversation off from an existing Conversation or wall? ........................... 10-12
How do I mute or unmute an item? ............................................................................................. 10-12
How do I close or reopen an item? ............................................................................................... 10-13
How do I discard an item? ............................................................................................................. 10-13
How do I download an archive of an item? ................................................................................ 10-13
How do I add an item to my Offline Briefcase? ......................................................................... 10-14
How do I view an item in the web version of Oracle Social Network? .................................. 10-14
Other Common Tasks ..................................................................................................................... 10-14
Working with Messages ....................................................................................................................... 10-15
How do I post a message? .............................................................................................................. 10-15
How do I check for unread messages? ......................................................................................... 10-16
How do I quickly navigate through the messages in a Conversation or wall? ..................... 10-17
How do I mark messages as read or unread? ............................................................................. 10-17
How do I like or unlike a message? .............................................................................................. 10-17
How do I mark or remove a message as a favorite? .................................................................. 10-17
How do I flag a message for someone? ........................................................................................ 10-18
How do I reply to a message? ....................................................................................................... 10-18
How do I edit a message I posted? ............................................................................................... 10-18
How do I delete a message? .......................................................................................................... 10-18
How do I post a link to a Conversation, wall, or document? ................................................... 10-18
How do I post a snapshot of my screen? ..................................................................................... 10-19
How do I add documents from the Messages or Wall tab? ...................................................... 10-19
How do I split a Conversation off from an existing Conversation or wall? ........................... 10-19
How do I select the language for system messages for a Conversation or wall? .................. 10-19
Working with Documents.................................................................................................................... 10-20
How do I view a document? .......................................................................................................... 10-20
How do I create or delete a folder? ............................................................................................... 10-20
How do I add documents? ............................................................................................................. 10-21
How do I delete a document? ........................................................................................................ 10-22
How do I copy documents or folders to another item? ............................................................. 10-22
How do I move documents or folders to another folder? ......................................................... 10-23
How do I download documents or folders? ............................................................................... 10-23
How do I copy files from Oracle Social Network to my cloud document store? .................. 10-23
How do I view other versions of a document? ........................................................................... 10-24
How do I see who has accessed a document? ............................................................................. 10-24
How do I navigate from a document to its location in the Conversation or wall? ............... 10-24
How do I view an annotation on a document? ........................................................................... 10-24
Working with Related and Referring Items..................................................................................... 10-24
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How do I work with related and referring items in the collection? ........................................ 10-36
How do I share a link to a collection? .......................................................................................... 10-36
How do I rename a collection? ...................................................................................................... 10-36
How do I split a Conversation off from a collection's wall? ..................................................... 10-36
How do I mute or unmute a collection? ...................................................................................... 10-37
How do I close or reopen a collection? ........................................................................................ 10-37
How do I discard a collection? ...................................................................................................... 10-37
How do I download an archive of a collection? ......................................................................... 10-37
How do I add a collection to my Offline Briefcase? ................................................................... 10-38
How do I view a collection in the web version of Oracle Social Network? ........................... 10-38
Working with People in Oracle Social Network Desktop ............................................................ 10-38
What is the People panel? .............................................................................................................. 10-38
What are "unregistered users"? ..................................................................................................... 10-39
What are "outside users"? .............................................................................................................. 10-39
How do I view someone's profile and wall? ............................................................................... 10-40
How do I add a contact? ................................................................................................................. 10-40
How do I remove a contact? .......................................................................................................... 10-41
How do I work with messages on a person's wall? ................................................................... 10-41
How do I work with a person's documents and folders? ......................................................... 10-41
How do I find people I might want to follow? ........................................................................... 10-41
How do I see who I'm following? ................................................................................................. 10-41
How do I see who's following me? ............................................................................................... 10-41
How do I share a link to a person's wall? .................................................................................... 10-41
How do I split a Conversation off from a person's wall? .......................................................... 10-41
How do I download an archive of a person's wall? ................................................................... 10-42
How do I add a person's wall to my Offline Briefcase? ............................................................ 10-42
How do I view a person in the web version of Oracle Social Network? ................................ 10-42
Working with Groups in Oracle Social Network Desktop ........................................................... 10-42
What are groups? ............................................................................................................................ 10-42
What is the Groups panel? ............................................................................................................. 10-42
How do I view the groups I'm a member of? ............................................................................. 10-43
How do I open a group's wall? ..................................................................................................... 10-43
How do I mark a group as a favorite? .......................................................................................... 10-44
How do I create a group? ............................................................................................................... 10-44
How do I view and manage group members? ........................................................................... 10-44
How do I edit a group's name, description, or picture? ............................................................ 10-44
How do I work with messages on a group's wall? .................................................................... 10-44
How do I work with a group's documents and folders? ........................................................... 10-44
How do I discover the Conversations and walls a group belongs to? .................................... 10-44
How do I work with a group's referring items? ......................................................................... 10-45
How do I share a link to a group? ................................................................................................ 10-45
How do I split a Conversation off from a group's wall? ........................................................... 10-45
How do I mute or unmute a group? ............................................................................................ 10-45
How do I deactivate or reactivate a group? ................................................................................ 10-45
How do I download an archive of a group? ............................................................................... 10-46
How do I add a group to my Offline Briefcase? ......................................................................... 10-46
How do I view a group in the web version of Oracle Social Network? .................................. 10-46
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How do I disconnect from an account in Oracle Social Network Desktop? .......................... 10-58
How do I delete an account in Oracle Social Network Desktop? ............................................ 10-58
How do I work offline in Oracle Social Network Desktop? ..................................................... 10-58
Configuring Your Settings for Oracle Social Network Desktop.................................................. 10-58
How do I get to my desktop settings? .......................................................................................... 10-58
How do I configure my general settings? .................................................................................... 10-59
How do I get Oracle Social Network Desktop to start when I log in to my computer? ....... 10-59
How do I prevent my previously opened tabs from showing up when I reconnect? .......... 10-60
How do I set the time interval for changing my status to away? ............................................ 10-60
Where can I choose a docking position for the sidebar? ........................................................... 10-60
How do I configure Conversations settings? .............................................................................. 10-60
How do I set up when to mark messages as read? .................................................................... 10-61
How do I set the time to delay before a snapshot is taken? ...................................................... 10-61
How do I set up how to post messages? ...................................................................................... 10-61
How do I get One-on-Ones to open automatically when new messages are posted? .......... 10-61
How do I control whether other people can post or reply to messages and documents on my
wall? .................................................................................................................................................. 10-62
How do I automatically log in to conferences? ........................................................................... 10-62
How do I allow Oracle Social Network to access my cloud documents? ............................... 10-62
How do I configure my notification settings? ............................................................................. 10-63
How do I restore default settings in Oracle Social Network Desktop? ................................... 10-63
Getting Help, Support, and Updates for Oracle Social Network Desktop................................ 10-63
How can I get help with Oracle Social Network Desktop? ....................................................... 10-63
How do I save my Oracle Social Network activity logs? .......................................................... 10-64
How do I check for updates to Oracle Social Network Desktop? ............................................ 10-64
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How can I search for a term within a single Conversation? ...................................................... 14-1
How can I flag a group? .................................................................................................................. 14-2
How can I link to a particular post in a Conversation? .............................................................. 14-2
I created a group and would like others to be able to request membership to it. Is this possible?
.............................................................................................................................................................. 14-2
I'm a member of a group that frequently gets added to a lot of Conversations I have no interest
in. I'm also a member of a collection that spawns a lot of Conversations I don't care about.
What can I do to stop this? ............................................................................................................... 14-2
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Preface
This preface describes the document accessibility features and conventions used in this
document.
Audience
This guide is written for people who use Oracle Social Network in their day-to-day
work.
Documentation Accessibility
For information about Oracle's commitment to accessibility, visit the Oracle
Accessibility Program website at
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
Access to Oracle Support
Oracle customers that have purchased support have access to electronic support
through My Oracle Support. For information, visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=info or visit
http://www.oracle.com/pls/topic/lookup?ctx=acc&id=trs if you are
hearing impaired.
Related Documents
Oracle Cloud Developer's Guide for Oracle Social Network Core API
Conventions
The following text conventions are used in this document:
Convention
Meaning
boldface
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Convention
Meaning
italic
monospace
1
Getting Started with Oracle Social Network
These topics introduce basic features in Oracle Social Network and describe how to
use them:
"The Basics"
"Setting Up"
"Everyday Tasks"
"Getting Help"
The Basics
How do I get to Oracle Social Network?
You can access Oracle Social Network from whatever device or application is most
convenient for you, including:
Your web browser. Your Oracle application (Oracle Cloud Application or Oracle
Service Cloud) provides a way to launch the full version of Oracle Social Network
in a browser, usually through a button or icon named Social.
Microsoft Outlook. Just download the add-in, and Oracle Social Network appears
in a panel on the right.
Your Android or iOS device.
A standalone application that provides an alternative to a full web browser, called
the Desktop app.
Note: Depending on the Oracle application you use, you may nor may not have access
to all of these options.
You can get to the Outlook, mobile, or Desktop applications by clicking the arrow next
to your name at the top of the application, then clicking Downloads. Follow the
directions from there.
If you're working in an Oracle application and you see a link, button, or icon named
Social, or a tab called Conversations or Collaboration, chances are good that this is
your gateway into Oracle Social Network. What happens after you click one of these
links or tabs depends on which Oracle application you're using, but online help is
always available if you have any questions.
1-1
The Basics
Client
Navigation
Web Browser
Click the arrow next to your name at the top of the application,
then click About.
Outlook Add-In
Desktop
Click the Help menu ( ) at the bottom left of the sidebar, then
click About Oracle Social Network.
Mobile: Android
Tap
The Basics
For information about Oracle and accessibility, visit the Oracle Accessibility Program
at http://www.oracle.com/pls/topic/lookup?ctx=acc&id=docacc.
When you minimize the tips, you can still see them. Keep them there as reminders for
as long as you want, or just click
in the tip to dismiss it permanently.
Figure 12 Minimized new user tips shown on Overview page
1-3
The Basics
Icon
Item
Private or members-only Conversation
Public Conversation
One-on-One Conversation
User
Outside user (a person outside your company)
Group
Collection
Social Object
Note that the icon used for a Social Object or for different Social Objects in your
environment may differ from the one depicted.
Documents (in search results)
You'll also see one or more of these icons appear on Conversations, walls, collections,
and when certain Overview filters are applied:
Mouse over the people icon to see a list of names of people who are active in the
Conversation.
The plain number (61) is the total number of messages in the Conversation.
The Basics
The number in the blue box (37) is the number of messages you haven't read yet.
Click the blue box to mark them all as read. (You can also click the blue dot next to
a single message to mark it as read.)
Click an empty star to make this item a favorite. If the star is filled in, click it to
remove favorite status.
Step
Action
01.
Log in.
02.
03.
05.
06.
07.
08.
09.
10.
11.
12.
13.
14.
15.
16.
1-5
Setting Up
Action
17.
18.
19.
20.
21.
Setting Up
How do I change my preferences?
You can customize your Oracle Social Network experience by using the Settings option
in your browser.
1.
Click the arrow next to your name at the top of the application, then click Settings.
2.
Click Preferences.
Use the options on the Preferences page to:
3.
Specify whether to use the Enter key or the Post key to post messages.
Control whether you see a message every time someone joins or leaves a
Conversation or wall.
Control whether your followers or only you can post to your wall
Control whether your followers or only you can reply to messages and
annotate documents on your wall
Mark all messages in every Conversations as read, so you don't have to do it
on a Conversation-by-Conversation basis.
To change your password, click Password. If you get a message saying you can't
change your password, that means your company has a policy that prohibits you
from changing it.
Click your picture in the upper right corner to display your profile. (You can get to
anyone else's profile by clicking their name or picture, too, almost anywhere you
see them in Oracle Social Network.)
2.
Setting Up
3.
Enter your title, group name, or a bit about what you do in the Description field.
Don't forget to add your contact information under Basic Information on the
right.
4.
To change your profile picture, mouse over your current picture and click Change.
Select a .gif, .png, or .jpg file. After you select a picture, you can use the crop tools
to re-size it. Your picture is scaled to 150x150 pixels square.
Note: If you use Mozilla Firefox and JAWS, you must disable pop-ups before you
upload a profile picture. If you don't disable pop-ups, the upload dialog won't
appear.
Note: Your profile also has its own wall, where you can post messages and other types
of content for everyone to see. You can post content to someone else's wall, but only if
you're following the person and only if the person allows other people to post to his or
her wall. Also, be sensitive to corporate cultureit's sometimes frowned upon for
anyone but the profile owner to post to his or her wall.
Click the arrow next to your name at the top of the application, then click Settings.
2.
3.
In the Email field, type the address where you want your notifications to be sent.
4.
Use the check boxes to indicate the events you want to be notified about. Set the
time and date stamp format, if desired.
Note: Regardless of the options you set, when a Please Reply - Urgent flag is
assigned to you, you'll always receive an email notifying you of the assignment.
5.
If needed, you can turn off notifications to your mobile devices. This is useful if
your device is misplaced, lost, or stolen. Note that this disconnects all of the
mobile devices you connect to Oracle Social Network, so you'll need to reconnect
each one if you want to use it again.
To turn off some or all of your notifications to a specific mobile device, log in to
your mobile application and change your notifications in your account settings.
(See How do I change notification settings for a selected Conversation or wall?
and How do I change notification settings for a selected a Conversation or wall?)
1-7
Everyday Tasks
1.
Click the arrow next to your name at the top of the application, then click Settings.
2.
3.
In the section for your cloud document service, supply your account information.
For Dropbox or Google Drive, click Authorize, log in to your account, then click
Accept.
For other cloud document services, enter your username and password, then click
Save.
The next time you add a document in Oracle Social Network, you'll be able to access
your documents in the cloud in the file picker.
You can get to all these apps by clicking your name at the top of the application, then
clicking Downloads. Follow the directions from there.
Everyday Tasks
How do I search?
Search is full-text: It looks in titles as well as in content. Once you press Enter or click
on a category header in the drop-down results, the results page also includes hits from
document content.
Search looks for terms, phrases, and excluded terms. For example:
brown cow (no quotes) finds all results that contain both "brown" and "cow." A
result is treated as more relevant if the search terms appear together in order
("brown cow"). A result is also more relevant if it's in the object's title. The result
set also includes stemmed variants, like "browned cows."
"brown cow" (quotes) finds all results that contain the exact phrase "brown cow." It
doesn't find "brown cows" or "the cow is brown."
brown cow -dairy (no quotes) finds all results that contain the words "brown" and
"cow" but do not contain the word "dairy."
Use the global search field at the top of the browser page to search all types of items.
Results returned are categorized by item type. Global search provides two types of
search results: substring and keyword.
Everyday Tasks
Substring search results appear in the search results pop-up and include items with
names that match your search terms. In substring search results, you can click a result
type, like Conversations, to view just the results for that type.
Keyword search results:
Include items with names or content that match some or all of your search terms, or
variations on some or all of your search terms (like run, runs, ran, running).
Are listed by default according to how relevant they are to your search terms. You
can change the sorting to date order. After changing your sort to date order, you
can click the Sort by menu again, to change the sort from Descending to
Ascending (to see the oldest results first).
On the search results page, you can use filters to narrow your results to just the
type of items you want to see. For example, click Documents to see only the
documents that were returned by your search.
You can also filter by the user who posted the item. In the Posted By box, enter the
user whose posts you want to see in the results. Select the user from the
drop-down list. You can combine the Posted By filter with item type filters to
narrow your results further.
1-9
Everyday Tasks
On the hashtag page, you can filter the messages to show all messages that include the
hashtag (All Results) or just those messages posted by people you are following (By
People You Follow). You can also see a list of trending hashtags.
Following Hashtags
You can also follow hashtags. When you follow a hashtag, messages in public
Conversations and walls that contain that hashtag appear on the Overview page, even
if you are not a member of those Conversations or walls.
To follow a hashtag, click the hashtag to open the hashtag page, then click Follow at
the top of the page. To stop following the hashtag, place your cursor over Following,
then click Stop Following.
To assign a flag, click the empty flag icon to the right of the item, then select the
person and the priority level. You can assign a different flag priority to each
person.
A flag's priority level reflects its urgency. Here's what the priorities mean and how
their associated flags look:
Table 14
Priority Indicator
Please Reply - UrgentLook at this now, and let me know what you
think immediately. (An email notification is always sent for Please Reply Urgent flags.)
The person you flag may get an email, depending on what they've set up through
their notifications. (Everyone gets an email when a Please Reply - Urgent flag is
assigned; that can't be controlled through the Notifications page.)
When an item has a flag assigned to it, a little flag icon appears to the right of the
item. Flags assigned to you are red, flags assigned to others are blue.
When someone assigns a flag to you, your flag count goes up by one. You can see
your total flag count in the header, next to the search field.
Click the count to see the flags assigned to you. Click the Flags You Assigned
radio button to see the (uncleared) flags you assigned to others. Use the Flagged
By boxes to filter by the person who set the flags.
Within a Conversation, messages with flags assigned to you are flagged by a red
bar next to the scroll bar. Click the red bars to jump between messages.
To clear a flag, go to the flagged message, click
to open the Flags dialog, and
click Clear next to your name. You must clear flags assigned to you one at a time;
there's no way to do it all at once. The person who set the flag may get an email,
depending on what they've set up through their notifications.
Everyday Tasks
To ensure flags say look at this now!, use them thoughtfully. A flood of flag notifications
all at once or all the time can reduce their impact.
Table 15 explains what each flag icon means.
Table 15
Flag Icon
Priority Level
Assigned To
No flag assigned
No one
You
Please Reply
You
You
Please Reply
Please Reply
Please Reply
For Your Information
at the top of the page to see all the items you've marked as a favorite.
When you run a search, click the Favorites filter on the search results page to see just
those results you marked as a favorite.
If you mark a message within a Conversation as a favorite, a gray bar appears next to
the Conversation's scroll bar to help you find the message easily.
Everyday Tasks
Recent Activities: The latest actions of the people you follow, the latest posts in
the Conversations and walls you're a member of, and messages that include
hashtags you follow (from public Conversations and walls, even those you are not
a member of).
Unread: A list of the Conversations you belong to and walls of the people you're
following, sorted by unread message count. You can also see who last updated the
Conversation or wall and when.
Flags: Use the radio buttons on the left to see the flags assigned to you or the flags
you've assigned to others that haven't been cleared yet. You can also use the Flag
Type and Flagged By check boxes to further refine the list of flags displayed. See
How do I use flags to get people's attention? for more information.
Favorites: All the items you have marked as a favorite. Use the second set of
filtersAll, Messages, Documents, Folders, and so onto zero in on a particular
type of item. For information about using favorites, see How do I use favorites?
- A full green circle around the person's picture shows that the person is
available (logged in to and currently interacting with Oracle Social Network).
- A three-quarter yellow circle around the person's picture shows that the
person is idle (logged in to but not currently interacting with Oracle Social
Network).
- A half gray circle around the person's picture shows that the person is offline
(not logged in to Oracle Social Network).
An animated pencil icon in the lower right corner indicates that the person is entering
content in the current Conversation or on the current wall.
Getting Help
If your browser window is not wide enough to display the full Social Bar, you'll see it
in collapsed form at the bottom right of your browser, under the heading Contacts &
Activities. Click the Contacts & Activities banner to expand and collapse the Social
Bar.
If you've downloaded the Desktop application, you can take advantage of its
Offline Briefcase feature. Before you go offline, scan through your Conversations
and choose the ones you want to download into your virtual briefcase. When
offline, bring up the Desktop application and open your briefcase. Open a
Conversation, then make new posts, respond to posts, add documentsin other
words, interact just as you would if you were online. When you get back online,
just click a button to upload all Conversations with the changes you've made.
While in a Conversation, you can click More, then click Download to download
the Conversation to your hard drive. The resulting zip file contains a directory for
documents belonging to the Conversation, as well as an index.html file with all the
Conversation's posts. (The Offline Briefcase, by contrast, has everything integrated
for you.) When you open the index file, you can use the Reply link to respond to a
post via email. As soon as you're back online and open your email client, your
messages are posted to the Conversation(s).
If you've set your notifications to send an email digest at the end of each day, you
can also view that while offline, provided that your email application provides
such a mode.
Getting Help
What does this Help Center contain?
The Oracle Social Network Help Center tells you everything you need to know to use
Oracle Social Network effectively. Unless otherwise specified, most of the help
describes how to use Oracle Social Network in your web browser; that is, after you've
Getting Help
left your application (Oracle Application Cloud or Oracle Service Cloud) and launched
a new browser session. For information on how to use Oracle Social Network from
within your application, check out your application's help system, or see the sections in
the Oracle Social Network Help Center devoted to each application.
If you're using Outlook, Desktop, or mobile, look for a Community option on the
Help, Settings, or About menus.
How do I find out more about the Oracle Social Network product?
The Oracle Social Network has a Facebook presence that includes product news. You
can view the Facebook feed by clicking the arrow next to your name at the top of the
application, and selecting Product News
2
Conversations, Messages, Conferences, and
Apps
These topics describe the kinds of Conversations you can create and participate in and
how to work with them:
"Using Conversations"
"Managing Messages"
"Using Conferences"
Using Conversations
How do I start a Conversation?
1.
You can start a Conversation by clicking the New Conversation button, which
appears in lots of places throughout Oracle Social Networklike the
Conversations page.
2.
Enter a title for the Conversation, then specify whether you want it available to
members only (Only visible to members) or as a public Conversation (Visible to
any user).
3.
Move people and groups from the left column to the right to add them as
members; or move them from the right column to the left to remove their
membership. Use the search field to find specific people quickly.
Notes:
Using Conversations
See What types of Conversations are available? to learn more about the different types
of Conversations available.
A private Conversation is one that only you can see. You might use a private
Conversation to store your private notes and comments, or as a staging ground
where you gather content until you're ready to share it with others.
A members-only Conversation can be seen only by the people who are explicitly
added to the Conversation by other members.
A public Conversation is open enrollment; anyone who is logged in can join. While
you can see posts in a public Conversation, you can't actually post anything until
you've clicked the Join button to become a member.
A scoped Conversation is the most tightly controlled type of Conversation. Scoped
Conversations are created under a scoping Social Object in an application that has
been integrated with Oracle Social Network (like Oracle Applications Cloud).
When the scoping Social Object is created, a list of people is defined. Only those
people are eligible to be added to Conversations about that scoping Social Object.
Note: For information about Social Objects, see About Social Objects
While a Social Object's wall isn't really a Conversation, it is another place where
people can exchange information. If you've joined a Social Object, you can see
posts, make posts, and invite others to the wall, provided that they have a login to
the same instance of Oracle Social Network that you use.
Think of a wall as a common area for the Social Object, where people who may not
have access to your application can still collaborate with you on a particular Social
Object. For example, suppose you use Oracle Cloud Application to do your daily
job, and want to consult with someone in Legal, who doesn't have access to Oracle
Cloud Application. All you have to do is add the Legal employee to the Social
Object in question, and start your online discussioneither on the wall itself, or in
a new Conversation.
2.
3.
4.
Using Conversations
2.
In the Update Members dialog, move groups and people to the right column to
add them or to the left column to remove them. Use Ctrl+Click to select more than
one person or group.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
By default, you see a list of recommended members. Click a tab to change your
view:
Once you remove yourself from a members-only Conversation, you can't add
yourself back. Ask someone who's a member of the Conversation to re-add you.
If you were added to a Conversation as part of a group, you can't remove yourself
directly from the Conversation. You may be able to remove yourself from the
group, but that removes you from all Conversations the group belongs to. For
more information, see How do I remove myself from a group?
In-Line Recommendations
You can also add members to a Conversation by accepting the recommendations that
are sometimes shown in the list of messages (under Add to this Conversation). Oracle
Social Network recommends people to add to a Conversation based on people you
frequently add to Conversations and actions you have in common with others (such as
being members of the same Conversations).
Each recommendation includes the person's name and the reason they were
recommended. You can perform the following actions:
Click Add to accept the recommendation and add the person to the Conversation.
Click the arrows on either side of the current recommendation to see the previous
or next recommendation.
Using Conversations
From your list of Contacts in the Social Bar, click a name, then click Open
One-on-One. (If you don't see the person you want in this list, see How do I add
or remove contacts?)
In a Conversation membership bar, click a profile picture, then click Open
One-on-One.
Go to the person's profile, click the More button, and select Open One-on-One.
It's sometimes helpful to clear what's displayed in minimized view so you can
start a new topic without being distracted by the old content. To do this, click
in the banner, then click Clear Window. This doesn't permanently remove
anything; you can still see the content by going to the full view of the
Conversation.
To hide minimized view, click the banner. The view collapses and the banner turns
gray. If your partner posts to you, the banner turns blue again. Click the banner to
re-display minimized view.
2.
3.
Using Conversations
messages about it from appearing in your email digest and within Oracle Social
Network. It's still there; you just won't hear about it anymore. (The only exception is if
you're flagged on a message in a muted Conversation, which will still appear in your
email digest.)
To mute a Conversation, go to your Conversations list, hover over the Conversation
name, then click Mute.
If you change your mind and want to unmute the Conversation, go to your
Conversations list and click Muted in the left navigation bar. Hover over the
Conversation name, then click Unmute.
Using Conversations
Use collections to gather related Conversations together, like those that focus on a
common topic. Rather than scrolling through your Conversations list, you can go
directly to your Collections list instead. See Working with Collections
Mark the Conversations you really need to pay attention to as favorites (click the
star next to the Conversation name), then use the Favorites filter on your
Conversations list to focus on them (or click the star icon in the banner).
Use the Sort By menu at the top right of the Conversations list to arrange the
Conversations alphabetically, by the date of the last update, and so on.
2.
3.
Click Discard.
2.
Using Conversations
2.
2.
2.
3.
4.
Using Conversations
A wall is associated with a person (which you can see on the person's profile page)
a collection, or a Social Object. Everyone who is following a person can see and
post to the person's wall; everyone who is a member of a collection or a Social
Object can see and post to its wall. (To have a less public discussion about a Social
Object, start a Conversation instead.)
Tip: Because walls are more like a clearing house for announcements, posts are
ordered from the most recent at the top to the oldest at the bottom. Conversations, on
the other hand, are more like discussions, so posts are placed at the bottom; you scroll
up to see the posts made over time.
2.
Select:
Note: You can hide or show all messages in all Conversations through your
preferences. For more information, see How do I change my preferences?.
2.
Click
3.
Select a source:
Recent ItemsTo select from Oracle Social Network items you've visited
recently
4.
5.
6.
7.
Managing Messages
2.
Click
, then select:
Managing Messages
How do I add a message?
1.
2.
In the text box at the bottom of the display, type your message.
Formatting options are available beneath the text box to help you; hover over the
icons to see what they do. If you plan to write a long message (or find that the
message becomes long while typing), open the Note Editor, which provides even
more formatting controls, plus a roomy text area.
Tip: When you type a hashtag (#) and at least one letter, you see suggestions of
hashtags that other people have used. For more information on hashtags, see What
are hashtags (#) and how do I use them?
3.
Click Post or press Enter, depending on how you set up your Preferences (see
How do I change my preferences?).
Go to the Overview page, then click the Unread filter in the left navigation area, or
Go to the Conversations page, click Sort by in the upper right corner, then select
Unread Posts.
Both pages have Ascending and Descending filters to help further refine your display.
Each Conversation shows a count of total unread message in a blue icon, like this:
. If desired, click the blue icon to mark all messages in the Conversation as read.
Using Conferences
2.
Using Conferences
Which conference applications are supported?
Conversations include a conference feature that you can use to start and join web
conferences. Both WebEx and Avaya conference applications are supported in Oracle
Social Network.
You need an account with your conference provider, like WebEx, to start a conference.
But you do not need an account to join one.
Whenever a Conversation is hosting a conference,
Conversation name.
from Oracle Social Network, the conference login dialog opens with all fields filled
out.
1.
2.
In the Site Name field, enter the name of your conference instance.
For example, enter acmeweb. You can get this name from your administrator.
3.
In the User Name field, enter your conference account user name.
4.
5.
2.
Click the Start Conference button to open the Starting Conference dialog.
3.
Enter your conference account name, your user name, and your password.
b.
To save your account settings to your Oracle Social Network Settings, select
Remember Conference Settings.
c.
Click Start.
Note: If you record your conference, a link to the recording is posted to the
Conversation where the conference was started.
Ending a conference disconnects the Conversation from the conference for everyone in
the Conversation, but it doesn't actually end the conference. To end the conference,
click End Conference in the Conversations where the conference was started.
Go to the Conversations page, and open the Conversation where the conference
was started.
2.
Note: If the conference is recorded, once the conference has ended a link to the
recording is posted to the Conversation where you joined the conference.
In the dialog, click the Add button next to an App type to expand it. A field opens for
naming this new app instance. Once you enter a name, click the Add button next to
the field to add the App to the Conversation or wall.
Tip: In the Conversation, click the instance's Open button to configure the app or
show its contentonce you click Open, your next steps depend on the app type.
When you add an app instance, the button next to the app type in the Manage Apps
dialog changes to Manage. Click the Manage button next to an App type to expand it
to show all instances of that type in the current Conversation or wall.
In the dialog, you can remove an instance from the Conversation or wall by expanding
the App type and clicking Remove on the instance's icon.
Tip: You can also remove an instance by mousing over its name in the Apps column
and clicking .
Notes:
Administrators can configure an app type so only one instance of it can be added
to a Conversation. This is useful for limiting types of apps that should appear only
once, like the photo app.
Administrators can also enable or disable an app type and show or hide an app
type. For example, if you can see an app, but you can't do anything with it, it
might be that the administrator has made the app type available (shown it) but
hasn't enabled it.
3
Working with Collections
These topics describe collections and provide information about how to use them.
"About Collections"
"Building Collections"
"Muting Collections"
About Collections
What are collections?
As your lists of Conversations, Social Objects, people, and groups grow, you can
organize the ones that focus on a common topic, project, or issue into an easy-access
list, called a collection. A collection is a list of links that you create for navigating to
Conversations and walls that relate to a common idea, goal, project, or other common
interest.
Imagine that you're working toward solving a supply-chain issue. One of your
vendors was acquired by a significantly larger company, and it's causing unexpected
delays in component deliveries. You begin a series of Conversations covering possible
ways to work around it: Expediting Deliveries, Alternate Sources, Designing Around
Dependencies. As your list grows, you find you need a way to keep these related
Conversations from getting swallowed up in the exponential increase of Conversations
created by your co-workers.
Here's where collections come in. You create a collection (Resourcing) and add to it the
relevant Conversations you've created. You add members from your product team and
key people from procurement. You post a message on its wallLet's get what we need
on time! and flag your new membership to bring it to their attention. Other
colleagues create their own related Conversations and add them to the collection:
Going Overseas; Local Sources; Redesign Roundtable.
Now when you want to review all relevant discussions, you can go to your collection
and access every single Conversation relating to your project in one convenient
location.
3-1
About Collections
When you create your collections, you can give them meaningful names so it's easy to
identify their purposes. You can add Conversations and walls (including people's
walls and group walls) to a collection. You can also add Social Objects and other
collections to a collection to create a hierarchy.
As you, your team, and other interested parties work towards solving resource issues,
it becomes apparent that there are three main working areas:
The heads of each of these efforts create their own collections under
ResourcingOutreach, Re-Sourcing, and Exploring Redesign. They add the Conversations
and walls that relate to their particular effort, and remove them from Resourcing. So
now, when you open the Resourcing collection, you see three sub-collections, each
containing links to all the Conversations and walls that are relevant to their area.
There is no limit to the levels of hierarchy you can create.
For more information, see What is the Collections page? and How do I create a
collection?
Action
About Collections
Table 31 (Cont.) Short List of Things You Can Do on the Collections Page
Action
3-3
About Collections
Muting hides a collection from your view of the Collections page when the filter
Yours or Favorites is selected.
Muted collections don't appear on a collection's or Social Object's list of collections
nor on the list of collections a group belongs to. These relationships continue,
however. Once unmuted, a collection reappears on these lists without any more
action on your part.
Flags assigned on a message in a muted collection do appear in your daily email
digest (for information about the daily email digest, see How do I set up or change
my notifications?).
You can continue to post messages to a muted collection's wall.
About Collections
In a detailed view of a collection, buttons, tabs, and a menu are available for
interacting with the collection. Table 32 breaks down the actions and tab views
available in a detailed view of a collection.
Note: Collections and Conversations share many common actions. To reduce
redundancy in these topics, where there are actions in common, the table provides a
reference to performing the action in a Conversation. Actions involving documents
and apps point to the chapters that discuss these types of items.
Table 32
Action or View
Use
New button
Add members to the collection (both people How can I limit Conversation membership
to certain people only?
and groups).
Notes:
More menu
3-5
Building Collections
Use
Wall page
Related page
Documents page
View all documents added to this collection. Working with Documents and Folders
Apps section
Referring section
Building Collections
How do I create a collection?
1.
Go to the Collections page, and click New Collection (on the left) to create a new
collection.
2.
Replace the default name, New Collection, with a meaningful name that describes
the purpose, common interest, or organizing principle of the collection.
3.
4.
Under Membership, move groups and people to the right column to add them or
to the left column to remove them. Use Ctrl+Click to select more than one person
or group.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
By default, you see a list of recommended members. Click a tab to change your
view:
Building Collections
Note: You can't add outside users (people outside your company) to a collection.
Outside users' names appear in purple text, and they have icons ( ) after their
names.
5.
Click OK.
6.
Add items to the collection. See How do I add an existing item to a collection? and
How do I add new items to a collection?
2.
Click the Add Existing button to open the Select Item dialog.
Tip: When you add existing items to a collection, an icon appears to the left of
each item to help with identifying the item type. For more information, see What
do the icons mean?
3.
4.
2.
3.
b.
c.
Add members.
d.
Click OK.
Any Conversation you create from a collection's wall is added to the collection by
default.
1.
2.
3.
Click
4.
3-7
5.
Set its visibility, either Only visible to members (members-only) or Visible to any
user (public).
6.
Add members.
2.
2.
3.
In the Update Members dialog, move groups and people to the right column to
add them or to the left column to remove them. Use Ctrl+Click to select more than
one person or group.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
By default, you see a list of recommended members. Click a tab to change your
view:
Note: You can't add outside users (people outside your company) to a collection.
Outside users' names appear in purple text, and they have icons ( ) after their
names.
Muting Collections
Note: If you don't see the Add People button, the membership for the collection is
locked and can't be changed.
2.
Click the View all members link on the right side of the page.
Click Collapse List to collapse your view to a partial list.
2.
3.
2.
3.
Muting Collections
What do Muting and Unmuting a Collection do?
Muting a collection hides it from your view of the Collections page when the filter
Yours or Favorites is selected.
Go to the Collections page, and apply either the Your or Favorites filter.
2.
3-9
The collection is removed from your view, and placed on the list of muted
collections. Notifications concerning the muted collection's activity stop.
2.
3.
2.
Mouse over the collection you want to unmute, and click the Unmute link that
appears.
2.
3.
4.
2.
3.
When a collection has multiple members or is public, you can't delete it, but you can
close it. For more information, see How do I close a collection?
Deleted collections are removed from all collections and Social Objects they're related
to.
It's possible to restore a deleted collection, but an application administrator must do
this for you.
Note: All content is retained on the system for legal or forensic purposes, but there's
no direct way in the Oracle Social Network application to recover a deleted collection.
1.
2.
3.
4.
5.
4
Working with Social Objects
These topics offer information about records from your business applications or
business processessuch as Oracle's Fusion Applications CRM and HCM
systemsthat are integrated with Oracle Social Network. Such records in Oracle Social
Network are called Social Objects.
CRM
HCM
4-1
Projects
Financials
Incentive Compensation
Procurement
Your implementation of Oracle Social Network may use Social Objects from
systems-of-record other than the ones listed here.
Action
View all Social Objects of the selected type that you are a What is the Yours Filter on a Social Objects Page?
member of
View all Social Objects of the selected type that are
available to you to join
View all Social Objects of the selected type that you have What is the Favorites Filter on a Social Objects Page?
marked as a favorite
View all Social Objects of the selected type that you have What is the Muted Filter on a Social Objects Page?
muted
View all Social Objects of the selected type that are open What are the Open and Closed Filters on a Social
Objects Page?
View all Social Objects of the selected type that are
closed
In Yours view, you can also click a Social Object name to navigate to a detailed view of
that Social Object.
For more information, see, Creating a New Social Object
When the filter Yours or Favorites is selected, muting hides a Social Object from
your view of the page where that type of Social Object is listed.
Muted Social Objects don't appear on a collection's list of related items nor on the
list of Social Objects a group belongs to. These relationships continue, however.
Once unmuted, a Social Object reappears on these lists without any more action on
your part.
Flags assigned on a message in a muted Social Object do appear in your daily
email digest (for information about the daily email digest, see How do I set up or
change my notifications?).
You can continue to post messages to a muted Social Object's wall.
In Muted view, you can also click a Social Object name to navigate to a detailed view
of that Social Object.
Note: You mute a Social Object the same way you mute a Conversation: from the More
menu. For more information, see How do I mute or unmute a Conversation?
4-3
What are the Open and Closed Filters on a Social Objects Page?
On the Social Object page, use the Open filter to see all Social Objects that are open for
additional messages. Use the Closed filter to see all Social Objects that are closed to
further changes.
You can open any closed Social Object and close any open Social Object that you are a
member of. These actions affect everyone's view. For more information, see How do I
close, re-open, or discard a Conversation?
When the Open or Closed filter is applied, you can create a new Social Object, mute a
Social Object, mark all messages on a Social Object's wall as read, and mark or unmark
a Social Object as a favorite.
In Open and Closed views, you can also click a Social Object name to navigate to a
detailed view of that Social Object.
For more information, see:
From the Social Object menu, select the type of Social Object you want to see.
2.
On the list of Social Objects, click the one you want to see.
The Social Object's wall opens with options for performing additional actions on
the Social Object (see Table 42).
Note: Social Objects and Conversations share many common actions. To reduce
redundancy in these topics, where there are actions in common, the table provides
a reference to performing the action in a Conversation. Actions involving
documents and apps point to the chapters that discuss these types of items.
Table 42
Action or View
Use
Related page
Documents page
Apps section
Members section
Referring section
View and add to a list of all items that refer How do I add a collection or Social Object
to the Social Object
to a Conversation or wall's Referring list?
Go to the Social Object's page, and click the New <Social_Object_Type> button on
the left to open the new Social Object's wall.
4-5
2.
3.
Under Membership, move groups and people to the right column to add them or
to the left column to remove them. Use Ctrl+Click to select more than one person
or group.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
By default, you see a list of recommended members. Click a tab to change your
view:
Note: You can't add outside users (people outside your company) to a Social
Object. Outside users' names appear in purple text, and they have icons ( ) after
their names.
4.
Click OK.
You can perform the same types of actions on a Social Object's wall as you can on other
types of walls and Conversations. For information about how to perform these actions,
see:
2.
3.
Move groups and people to the right column to add them or to the left column to
remove them.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
Note: You can't add outside users (people outside your company) to a Social
Object. Object. Outside users' names appear in purple text, and they have icons
( ) after their names.
Note: If you don't see the Add People button, the membership for the Social Object is
locked and can't be changed.
2.
Click the View all members link on the right side of the page.
Click Collapse List to collapse your view to a partial list.
Go to the Social Object, and click the Related tab on the right side of the page.
2.
3.
4.
Click Recent Items to select from Conversations, walls, Social Objects, and
other items you visited recently.
In the search field, enter the name of an item and press Enter.
From the resulting list, select an item and click Select to add it to the Social
Object's list of related Conversations.
Go to the Social Object, and click the Related tab on the right side of the page.
2.
Click the New Conversation button to open the Create New Conversation dialog.
3.
4.
Select additional members (move from left column to right) or remove members
(move from right column to left).
5.
You can also add a related Conversation to a Social Object by creating it from the
Social Object's wall.
1.
4-7
2.
Click
3.
4.
Set its visibility, either Only visible to members (members-only) or Visible to any
user (public).
5.
Add members.
2.
3.
5
Collaborating Through Social Networking in
the Oracle Applications Cloud
This section talks about using the social networking features that are integrated into
the Oracle Applications Cloud.
In a business object, open Conversations on the spot and discuss details while
looking at them.
No worries about keeping two sets of data in sync. The details you see in your
social network are the same you see in your business application.
Share presentations and other documents and get input from other team members.
Web conference not required. Juggling email responses not required.
Connect and engage with others covering the same industry, product
specialization, or geography.
The Social panel opens, showing all Social Objects, Conversations, and walls that are
available to you.
Tip: By default all the items in the list are expanded to show each item's most recent
messages. You can collapse an item (to show only the names of the items) by clicking
next to the item. To collapse all the items, click
.
You can also see the most recent messages in the Recent Activity section on the right
side of the Social panel. It includes the following sections:
Recent ActivityDisplays the most recent actions of the people you follow and
objects you're a member of.
TrendingDisplays the Conversations, collections, hashtags, Social Objects, and
walls with the most people in them at the moment. It also shows any conferences
running in Conversations you're a member of. Click
to join the conference.
ContactsDisplays your list of contacts and their presence. Click a contact to
quickly open a one-on-one Conversation or view the person's profile.
Note: If you don't see the sections on the right, your browser window is not wide
enough. Expand your browser window to see it.
Alternatively, you can see the social activity surrounding a particular business object
by opening the object's details, then clicking the Social link or icon.
At the top of the person's profile is the person's picture and some general
information such as their name, title, and whether the person is active.
Click One-on-One to start a private conversation with the person. For more
information, see How do I start a chat with someone?
Click Follow to add the person to your contacts and follow the person's activity.
Wall tabView or post messages, replies, and documents for the person. For
information on posting to a person's wall, see How do I work with messages?
Note: You must follow the person before you can post to the person's wall. Some
people might not allow other people to post to his or her wall.
Profile tabView additional details about the person, such as contact information.
If you're viewing your own profile, click Edit Profile to edit your personal details
or your picture.
Following tabView the people the person follows. The number in the tab shows
the number of people the person follows.
Followers tabView the people following the person. The number in the tab
shows the number of people following the person.
Following People
Following someone lets you track their activity in the social network, adds them to
your list of contacts, and allows you to post to the person's wall.
Outside users have profiles like other users, but they don't have walls.
You can't follow outside users, but you can add them as contacts. (Outside users
can't make contacts of their own.)
You can invite outside users to Conversations but not to groups, collections, or
Social Objects.
In the Social panel (see How do I open the Social panel to view social activity?),
from the navigation menu on the left, select People.
2.
Note: To add a contact, click the person's name or picture, then click Follow. Following
a person also adds them to your contacts.
Viewing Your Recommendations
You can view a list of members recommended for you to follow. Oracle Social Network
generates the recommendations list based on actions that might affect who you add to
In the Social panel (see How do I open the Social panel to view social activity?),
from the navigation menu on the left, select People.
2.
In the Social panel (see How do I open the Social panel to view social activity?),
from the navigation menu on the left, select People.
2.
In the Social panel (see How do I open the Social panel to view social activity?),
from the navigation menu on the left, select People.
2.
In the Social panel (see How do I open the Social panel to view social activity?),
from the navigation menu on the left, select My Wall.
2.
3.
Edit your personal information. Don't forget to add a bit about what you do in the
Description box under Basic Information and your contact information in the
boxes under Contact Information.
Note: Some information is read only. If you need to change the read-only
information, contact your administrator.
4.
To change your profile picture, click it, then select Upload Photo. Select a .gif,
.png, or .jpg file. After you select a picture, you can use the crop tools to re-size it.
Your picture is scaled to 150x150 pixels square.
Note: If you use Mozilla Firefox and JAWS, you must disable pop-ups before you
upload a profile picture. If you don't disable pop-ups, the upload dialog won't
appear.
View updates to the business object instantly from any view of your social
network, including your browser, mobile device, desktop, and Microsoft Outlook
application.
See and navigate to items related to the Social Object.
Tip: You see just those Conversations you're a member of or those that are public,
which anyone can join.
Post messages and files that all members of the Social Object will see.
See everyone else who's a member of the Social Object, and collaborate with them
in Conversations.
While walls are meant for announcements, Conversations are more like discussions.
That means that new wall posts are presented at the top, to make the latest
information easy to see, while new Conversation posts are at the bottom, to continue
the discussion.
To create a Conversation that is not associated with a business object, open the
Social panel (see How do I open the Social panel to view social activity?), then
click New Conversation to create a new Conversation.
To create a Conversation that is associated with a particular business object,
start by opening the business object. Click the Social link or icon to open the
Social panel. Click the Related tab. Click Add, then select New Conversation.
A link to this related Conversation appears on the Related tab of the Social
Object's wall.
2.
3.
4.
Select groups and people, and move them to the Members list to add them to the
Conversation. Use Ctrl+Click to select more than one person or group.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
By default, you see a list of recommended members. Click a tab to change your
view:
Formatting options are available beneath the text box after you click it. Hover over
the icons to see what they do.
3.
Click Post.
To reply to a message:
Click
Reply under the message.
Note: If you don't see
Reply under a personal wall post in recent activities (from
the navigation menu on the left, select Overview) or on someone's wall, the person
doesn't allow other people to reply to his or her wall posts.
To like a message:
Click
Like under the message.
Tip: To see who has liked a message, click the link that shows the number of people
who have liked it.
To mark a message as read or unread:
Click
More under the message, then click Mark as Read or Mark as Unread.
To edit a message:
Click
More under the message, then click Edit.
Notes:
Any special markup on a message is lost when you edit the message.
To delete a message:
You can delete messages you posted or messages on your profile wall.
Note: If you are a service administrator, you can delete any message.
Click
2.
Click
, then select:
Note: You can hide or show all messages in all Conversations through your
preferences in the full view of Oracle Social Network. For more information, see How
do I navigate from my application to a fuller version of the social network?
Before you can add files from your cloud document store, your administrator must
enable this action.
If you add a document with the same name as one that was previously added
from a local file system, a new version is created. However, if the document of the
same name was added from a cloud document store, you receive an error. You
must rename your local document or add the new version to the cloud document
store.
When you bring Google documents (Google proprietary format) into Oracle Social
Network, they are automatically converted to PDF format. When you copy them
back to Google Drive, they are copied as PDF documents.
Open the business object you want to associate the document with.
2.
Open the business object's wall in the Social panel (see How do I open the Social
panel to view social activity?).
Note: If the Conversation you select is visible to outside users, you see a banner
stating "Visible to outside users." at the top of the dialog. Be careful not to post any
sensitive information to Conversations that include outside users. For more
information on outside users, see Outside Users.
3.
Click
Select Upload from Desktop to add a file from your local file systems, then
browse to and select a file.
Select Add from Cloud Document Store to add a file from the cloud, select
your cloud document store provider, then browse to and select a file.
Note: If you haven't already authorized Oracle Social Network to access your
cloud document store account, you'll be asked to do so before you can upload
a document.
4.
Optionally, in the text box add a message to post with the document.
5.
Click Post.
Your document, with any message you added, is posted to the wall or
Conversation.
To open a preview of the file in Oracle Social Network, click the file's thumbnail.
To see a full-screen preview of the file, click Expanded View under the document.
Notes:
The list of file types you can preview is long, but there are some file types you
can't preview, like an archive or executable file. Oracle Social Network
supports adding these types of files but not previewing them. For these file
types, you can download the file and open it on your computer.
If the file was added from a cloud document store, you can open the file in the
cloud document store's viewer. Under the document, click Open Document in
Cloud Document Store, where Cloud Document Store is the name of the cloud
document store.
Note: To open the file, you must have permission to the file in the cloud document
store. If you don't have permission, you get an error when you try to open it.
To download a file and open it on your computer, click Download under the
document.
Note: If the document is from a cloud document store, a browser window opens,
where you can download the file or view the online preview of the file. To
download the file, you must have permission to the file in the cloud document
store. If you don't have permission, you get an error when you try to download it.
To view a list of all documents and folders in a Conversation or wall, click the
Documents tab.
Open a preview of the file. For more information, see How do I view a document?
2.
2.
Table 51
Annotation Tools
Tool
Usage
None
Select None when you want to move through the document without annotating text.
Use the Pushpin tool to post an annotation to a pinpointed location.
Use the Pen tool to create a free-form mark on the material you're annotating.
Use the Highlighter tool to highlight one line of the material you're annotating.
Use the Rectangle tool to draw a rectangle over the material you're annotating.
Use the Ellipse tool to draw a circle over the material you're annotating.
Notes:
3.
The icon to the left of the Tools menu shows the tool that is currently selected.
If you don't see the Tools menu at the top of a document on a person's wall,
the person does not allow other people to post annotations to his or her
personal documents.
All of these actions open a dialog where you can enter your remarks.
4.
5.
6.
5-11
Grouping Annotations
You can make several annotations, publish them, and then make more and publish
those. Each publish action places all the messages added since you started (or since
you last clicked Publish) into a group of messages in the Conversation where the
document appears.
Associating Multiple Annotations
You can mark several disconnected sections of text and combine them into a single
annotation. After adding the first mark, with the annotation box still open, you can
continue to use the selected tool to make additional marks. Once you add an
annotation message and click Continue, the application draws a larger box around all
the marks, and ties the single annotation message to all of them.
How do I copy a file from Oracle Social Network to my cloud document store?
1.
2.
Click Copy, select Copy to Cloud Document Store, then select a cloud document
store from the list.
3.
Click Copy.
A status message appears briefly at the top of the add-in.
2.
On the Documents tab, under the folder you want to rename, click More, then
select Rename Folder.
2.
Not Flagged
For Your Information (flag with "i")Look at this when you have time.
Please Reply (flag with black arrow)Look at this, and let me know what
you think.
Please Reply - Urgent (flag with red arrow)Look at this now, and let me
know what you think immediately. (An email notification is always sent for Please
Reply - Urgent flags.)
To search for someone, start typing the name in the search box. Results appear as you
type. Use the menu next to a person in the results to assign, change, or clear a flag.
If a message becomes more urgent, or less, you can return to it and change the flag
type any time.
You can tell when you've been flagged by the flag icon next to flagged messages. If the
flag is hollow, no one has been flagged. If the flag is red, the flag is assigned to you. If
the flag is blue, the flag is assigned to someone else. Two flags show that more than
one person is flagged. Mouse over the flag to see who assigned it and who it is
assigned to.
To remove an assigned flag, click the flag icon next to a message to open the Manage
Flags dialog and then click
next to one or more people. To remove all assigned
flags on a message, click Clear All at the top of the dialog.
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
To view flags you assigned to yourself or others, click Flags You Assigned. To
return to the flags assigned to you, click Flags for You.
To filter the flags by type, select an option from the Show menu: All, For Your
Information, Please Reply, or Please Reply - Urgent.
To sort the flags, select options in the Sort by menu: sort by options (Flag Date or
Message Date), and the order you want them sorted in (Ascending or
Descending).
For more information on flags, see How can I alert people to an important message?
5-13
Tips:
Viewing Hashtags
Wherever you see them, hashtagged terms are clickable and will open a hashtag page
where all messages that include that hashtag are shown. So clicking #discounts in any
Conversation opens a #discounts page which shows any message (in a Conversation,
document annotation, wall, or such) that you have access to that includes the
discounts hashtag.
On the hashtag page, you can filter the messages to show all messages that include the
hashtag (All) or just those messages posted by people you are following (By People
You Follow).
Following Hashtags
You can also follow hashtags. When you follow a hashtag, messages in public
Conversations and walls that contain that hashtag appear in recent activities (from the
navigation menu on the left, select Overview), even if you are not a member of those
Conversations or walls.
Note: For information about navigating to full view, see How do I navigate from my
application to a fuller version of the social network?
To follow a hashtag, click the hashtag to open the hashtag page, then click Follow at
the top of the page. To stop following the hashtag, click Unfollow.
How do I search?
You can do a global search from the search box at the top of the Social panel, or you
can search within a Conversation.
Performing a global search:
1. Enter at least two characters in the search box at the top of the Social panel, then
press Enter or click .
2.
Optionally, select a filter from the Show menu to show a particular result type (for
example, Conversations or documents).
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
3.
4.
Optionally, select options in the Sort by menu to change how the groups are
sorted and whether they are sorted in ascending or descending order.
5.
Click a listed group to open its wall. For information on posting to a group wall,
see How do I work with messages?
Tip: A group can be deactivated to prevent it from being added to more Conversations
and to disable new posts to its wall. A deactivated group is not removed from the
Conversations it already belongs to. To view Deactivated Groups, select Deactivated
in the filter list.
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
3.
4.
5.
Under Search for and Add New Members, move groups and people to the right
column to add them or to the left column to remove them. Use Ctrl+Click to select
more than one person or group.
Note: You can't add outside users to a group. Outside users' names appear in
purple text, and they have icons ( ) after their names. For more information on
outside users, see Outside Users.
5-15
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
If your administrator has configured the system to allow you to invite users, you
can add someone who isn't an Oracle Social Network user. Enter the person's
email address in the search box, then click Invite email_address. When asked if
you want to send an invitation, click OK. When you save your changes an email
will be sent to the person inviting the person to join Oracle Social Network.
By default, you see a list of your contacts. Click a tab to change your view:
-
Note: If you don't see the Manage button, the group is managed externally (for
example, through LDAP), so you can't change the membership through Oracle
Social Network.
2.
In the Manage Members dialog, move groups and people to the right column to
add them or to the left column to remove them. Use Ctrl+Click to select more than
one person or group.
Note: You can't add outside users to a group. Outside users' names appear in
purple text, and they have icons ( ) after their names. For more information on
outside users, see Outside Users.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
If your administrator has configured the system to allow you to invite users, you
can add someone who isn't an Oracle Social Network user. Enter the person's
email address in the search box, then click Invite email_address. When asked if
you want to send an invitation, click OK. When you save your changes an email
will be sent to the person inviting the person to join Oracle Social Network.
By default, you see a list of your contacts. Click a tab to change your view:
Open the group. For more information, see How do I view groups?
2.
Click
3.
Enter a title for the Conversation, and, optionally, change the visibility or
membership of the Conversation. For more information, see How do I start a
Conversation?
Open the group. For more information, see How do I view groups?
2.
Click
3.
4.
To change the group's picture, click the picture, then select Upload Photo. Select a
.gif, .png, or .jpg file. The picture is scaled to 150x150 pixels.
If you want to remove the group's picture and just use the default avatar, click
then picture, then select Remove Photo.
Open the group. For more information, see How do I view groups?
2.
1.
Open the Conversation, Social Object wall, collection wall, or group wall where
you're going to start a web conference.
Note: You can't start a web conference from a user wall.
2.
Click
3.
In the Start Conference dialog, select your conference service, set the values as
necessary, then click Start.
Note: If you want to save your conference settings, select Remember Conference
Settings.
Your web conference application opens.
5-17
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
3.
4.
5.
6.
Move groups and people to the right column to add them or to the left column to
remove them. Use Ctrl+Click to select more than one person or group.
Note: You can add outside users to Conversations, but not to Social Object walls or
collections. Outside users' names appear in purple text, and they have icons ( )
after their names. For more information on outside users, see Outside Users.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
If your administrator has configured the system to allow you to invite users, you
can add someone who isn't an Oracle Social Network user. Enter the person's
email address in the search box, then click Invite email_address. When asked if
you want to send an invitation, click OK. When you save your changes an email
will be sent to the person inviting the person to join Oracle Social Network.
By default, you see a list of recommended members. Click a tab to change your
view:
RecommendationsView a list of recommended members. Oracle Social
Network generates the recommendations list based on actions that might affect
who you add to a collectionthe person is one of your contacts, similar collections
the person is a member of, and other common actions.
-
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
From the navigation menu on the left, select Collections or <Social Objects>
(where <Social Objects> is the type of Social Object).
3.
Open the collection or Social Object, then click the Related tab.
4.
To add related items, click Add, then select one of the following options to add to
the current Social Object or collection:
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
From the navigation menu on the left, select the type of object you want to open.
3.
Open the item you want, then click the Referring tab.
4.
To add referring items, click Add, then select an item using one of the following
methods:
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
3.
4.
Click
5-19
Tip: You can make a collection public, too, but you can't make a Social Object wall
public. Social Object membership is restricted to people who are explicitly added to
the Social Object.
Social Object membership is restricted to people who are explicitly added to the
Social Object.
You can add outside users to Conversations, but not to walls, Social Objects, or
collections. Outside users' names appear in purple text, and they have icons ( )
after their names. For more information on outside users, see Outside Users.
1.
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
3.
4.
5.
Note: While viewing the members for a collection, if you don't see the Manage
button, the membership for the collection is locked and can't be changed.
6.
How do I add or remove people from a Social Object wall, Conversation, or Collection?
Note: You can't add people to the personal wall that is part of a profile.
1.
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
3.
4.
Click
5.
Note: While viewing the members for a collection or Social Object, if you don't see
the Manage button, the membership for the collection or Social Object is locked
and can't be changed.
6.
In the Manage Members dialog, move groups and people to the right column to
add them or to the left column to remove them. Use Ctrl+Click to select more than
one person or group.
Note: You can add outside users to Conversations, but not to Social Object walls or
collections. Outside users' names appear in purple text, and they have icons ( )
after their names. For more information on outside users, see Outside Users.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
If your administrator has configured the system to allow you to invite users, you
can add someone who isn't an Oracle Social Network user. Enter the person's
email address in the search box, then click Invite email_address. When asked if
you want to send an invitation, click OK. When you save your changes an email
will be sent to the person inviting the person to join Oracle Social Network.
By default, you see a list of recommended members. Click a tab to change your
view:
Tip: Groups make it easy to add several people in one action. For information about
creating groups, see How do I create a group?
In-Line Recommendations
You can also add members to a Social Object wall, Conversation, or collection by
accepting the recommendations that are sometimes shown in the list of messages
(under Add to this <Object>). Oracle Social Network recommends people to add to a
wall, Conversation, or collection based on people you frequently add to items and
actions you have in common with others (such as being members of the same
Conversations).
Each recommendation includes the person's name and the reason they were
recommended. You can perform the following actions:
Click the left or right arrow keys or the arrows on either side of the current
recommendation to see the previous or next recommendation.
5-21
Note: The recommendations appear near where you entered the wall, Conversation, or
collection. If you scroll up or down, the Add to this <Object> section might move out
of view. Just scroll up or down to find it.
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
From the navigation menu on the left, select Conversations, Collections, Groups,
or <Social Objects> (where <Social Objects> is the type of Social Object).
3.
4.
Click
5.
Note: The language used for field labels, button labels, banner headings, and so on, is
determined by your preferences in the full view of Oracle Social Network. For more
information, see How do I navigate from my application to a fuller version of the
social network?
From the navigation menu on the left, select Conversations, Collections, Groups
or <Social Objects> (where <Social Objects> is the type of Social Object).
3.
4.
Click
2.
From the navigation menu on the left, select Conversations, Collections, Groups
or <Social Objects> (where <Social Objects> is the type of Social Object).
3.
4.
5.
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
3.
4.
Click
ConversationClose Conversation
CollectionClose Collection
5.
6.
Click Close.
2.
Click
2.
Click
5-23
1.
2.
Open index.html.
Clicking a document link opens the copy of the document that is included in the
.zip file. All other links in index.html (user names, like, reply, and so on) open the
full version of Oracle Social Network in the browser.
Note: You can't make changes to an archive (though you can click a link to open the
item in a browser and make changes there).
From the landing page or Navigator menu, open the Social panel (see How do I
open the Social panel to view social activity?).
2.
3.
4.
Click
ConversationRename Conversation
CollectionRename Collection
GroupRename Group
Note: Social Objects can be renamed in the business application, not in Oracle
Social Network.
5.
To navigate between list items and messages, use up and down arrow keys.
Note: The supported screen reader browser is Firefox 26 or later with the latest version
of your screen reader software.
When you search in the Manage Membership dialog, your screen reader may not
indicate that focus has moved from search results to the Groups and Contacts list.
You also may not be able to select the first listed result.
Your screen reader will read annotation messages in a Conversation or on a wall,
but it can't also describe where it is placed in a document preview. An annotated
document preview is essentially a picture of a document with marks on it, and
screen readers do not read pictures.
Jumping shortcuts are available only when the navigation menu is in view.
When the navigation menu is not in view, the social network does not respond
when you use jumping shortcuts.
A Social Object's wall does not show the navigation menu when you open it
from its details page.
List ActionsUse these shortcuts with the list item that currently has focus.
Conversation/Wall ActionsUse these shortcuts within Conversations and on
walls.
Note: Some of these shortcuts work regardless of the current focus, for example,
"t," "b," "o," "u." Some of them operate differently depending on the current focus,
for example, in a Conversation "m" and "v" mark all messages as read and
mark/unmark the Conversation as a favorite; on a message, "m" and "v" mark the
message as read and mark/unmark it as a favorite.
Message ActionsUse these shortcuts with the message that currently has focus.
Post and Reply Entry ActionsUse these shortcuts within the post and reply
entry areas.
You can add one or more hashtags to any message (comments, replies,
annotations, and document messages) simply by typing "#" before a term. When
you start typing a hashtag by typing "#" plus at least one letter, existing hashtags
(ones that have been used before) appear for you to select from. Use the up and
Collaborating Through Social Networking in the Oracle Applications Cloud
5-25
down arrows to select an existing hashtag, then press Enter or Tab to use the
selected hashtag. For more information, see What are hashtags (#) and how do I
use them?
In-Line Recommendation ActionsClick the left or right arrow keys within the
in-line recommendation area to see the previous or next recommendation.
How can I get more help on how to use Oracle Social Network?
Click
towards the top of a Conversation, wall, or list. This opens a Help Center
where you can find out how to do everything available in your social network.
6
Collaborating Through Social Networking in
Oracle Service Cloud
This section talks about using collaboration features with your Oracle Service Cloud
Service Incidents.
In a Service Incident, open Conversations on the spot and discuss the incident
details while looking at them.
No worries about keeping two sets of data in sync. The details you see in your
social network are the same you see in your Agent Desktop.
Share presentations and other documents and get input from other team members.
Web conference not required. Juggling email responses not required.
Connect and engage with others covering the same industry, product
specialization, or geography.
At the top of the person's profile is the person's picture and some general
information such as their name, title, and whether the person is active.
Click One-on-One to start a private conversation with the person. For more
information, see How do I start a chat with someone?
Click Follow to add the person to your contacts and follow the person's activity.
Wall tabView or post messages, replies, and documents for the person.
Note: You must follow the person before you can post to the person's wall. Some
people might not allow other people to post to his or her wall.
Profile tabView additional details about the person, such as contact information.
If you're viewing your own profile, click Edit Profile to edit your personal details
or your picture.
Following tabView the people the person follows. The number in the tab shows
the number of people the person follows.
Followers tabView the people following the person. The number in the tab
shows the number of people following the person.
Find your name or picture in the social network, and click it (for example, on a
Service Incident's wall or in a Conversation related to a Service Incident).
2.
3.
Edit your personal information. Don't forget to add a bit about what you do in the
Description box under Basic Information and your contact information in the
boxes under Contact Information.
Note: Some information is read only. If you need to change the read-only
information, contact your administrator.
4.
To change your profile picture, click it, then select Upload Photo. Select a .gif,
.png, or .jpg file. After you select a picture, you can use the crop tools to re-size it.
Your picture is scaled to 150x150 pixels square.
Note: If you use Mozilla Firefox and JAWS, you must disable pop-ups before you
upload a profile picture. If you don't disable pop-ups, the upload dialog won't
appear.
How can I collaborate with people who don't have access to a Service Incident?
You can invite anyone who has a login to your social network to any Conversation
you're a member of. If your company has enabled extended collaboration, the person
doesn't even have to have access to Oracle Service Cloud.
Everyone who is a member of your social network has their own profile. You can
navigate to a profile by clicking the linked name or picture on anything they posted.
In addition to a profile, everyone (other than outside users) has a wall that you can
post to. To post to someone's wall, click the Follow button (you click Follow only
once). Following someone lets you post to their wall and track their activity in the
social network. Following someone also adds them to your list of contacts.
Notes:
When you're not following someone, their wall is view-only. That is, you can't post
messages there, like something, interact with flags, and so on.
Click Unfollow to stop following someone.
If your company has enabled extended collaboration, you can also invite new people
to join your social network. Depending on the person's email domain and how your
administrator has configured user access, the user might get access to all of Oracle
Social Network or might be granted limited access.
Outside Users
Users with limited access are called outside users. There are indicators throughout your
social network that show you outside users and their presence. For example, outside
users' names appear in purple text, and they have icons ( ) after their names so you
know who they are and can keep confidential information out of the Conversations
they belong to. In a Conversation with outside users, you see a banner stating "Visible
to outside users." at the top of the Conversation and any associated message dialogs.
Be careful not to post any sensitive information to Conversations that include outside
users.
Notes:
Outside users have profiles like other users, but they don't have walls.
You can't follow outside users, but you can add them as contacts. (Outside users
can't make contacts of their own.)
You can invite outside users to Conversations but not to groups, collections, or
Service Incidents.
View updates to the Service Incident instantly from any view of your social
network, including your browser, mobile device, and Microsoft Outlook
application.
See and navigate to Conversations related to the Service Incident.
Tip: You see just those Conversations you're a member of or that are available to
you to join (the ones you can join yourself are called public Conversations).
Post messages and files that all members of the Service Incident will see.
See everyone else who's a member of the Service Incident, and collaborate with
them in Conversations.
Manage Conversation and wall memberships.
Keep Service Incident details in view while you participate in related
Conversations.
Referring items are the Service Incidents and collections that the item you're viewing
has been added to.
Note: A collection is a group of related items. Collections can be created in the full
version of Oracle Social Network (see How do I navigate from my application to a
fuller version of the social network?).
2.
3.
4.
5.
6.
Select groups and people, and move them to the Members list to add them to the
Conversation. Use Ctrl+Click to select more than one person or group.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
By default, you see a list of recommended members. Click a tab to change your
view:
Note: The membership is inherited from the Service Incident. To remove members,
select them from the Members list, and click the left arrow.
The new Conversation opens, ready for you to add messages and members. For
information about adding messages, see How do I work with messages? For
information about adding members, see How do I add or remove people from a
Service Incident's wall or a Conversation?
3.
Click Post.
To reply to a message:
Click
Reply under the message.
Note: If you don't see
Reply under a personal wall post shown on the Overview
page or on a person's wall, the person doesn't allow other people to reply to his or her
wall posts.
To like a message:
Click
Like under the message.
Tip: To see who has liked a message, click the link that shows the number of people
who have liked it.
To mark a message as read or unread:
Click
More under the message, then click Mark as Read or Mark as Unread.
To edit a message:
Click
More under the message, then click Edit.
Notes:
Any special markup on a message is lost when you edit the message.
To delete a message:
You can delete messages you posted or messages on your profile wall.
Note: If you are a service administrator, you can delete any message.
Click
2.
Click
, then select:
Note: You can hide or show all messages in all Conversations through your
preferences in the full view of Oracle Social Network. For more information, see How
do I navigate from my application to a fuller version of the social network?
To view your favorites, open the full view of your social network, then click
. See
How do I navigate from my application to a fuller version of the social network?
While viewing the Related or Referring tab for an item, you can limit the list to your
favorites by clicking Show, then clicking Favorites.
Before you can add files from your cloud document store, your administrator must
enable this action.
If you add a document with the same name as one that was previously added
from a local file system, a new version is created. However, if the document of the
same name was added from a cloud document store, you receive an error. You
must rename your local document or add the new version to the cloud document
store.
When you bring Google documents (Google proprietary format) into Oracle Social
Network, they are automatically converted to PDF format. When you copy them
back to Google Drive, they are copied as PDF documents.
2.
3.
Click
Select Upload from Desktop to add a file from your local file systems, then
browse to and select a file.
Select Add from Cloud Document Store to add a file from the cloud, select
your cloud document store provider, then browse to and select a file.
Note: If you haven't already authorized Oracle Social Network to access your
cloud document store account, you'll be asked to do so before you can upload
a document.
4.
Optionally, in the text box add a message to post with the document.
5.
Click Post.
Your document, with any message you added, is posted to the wall or
Conversation.
To open a preview of the file in Oracle Social Network, click the file's thumbnail.
To see a full-screen preview of the file, click Expanded View under the document.
Notes:
The list of file types you can preview is long, but there are some file types you
can't preview, like an archive or executable file. Oracle Social Network
supports adding these types of files but not previewing them. For these file
types, you can download the file and open it on your computer.
If the file was added from a cloud document store, you can open the file in the
cloud document store's viewer. Under the document, click Open Document in
Cloud Document Store, where Cloud Document Store is the name of the cloud
document store.
Note: To open the file, you must have permission to the file in the cloud document
store. If you don't have permission, you get an error when you try to open it.
To download a file and open it on your computer, click Download under the
document.
Note: If the document is from a cloud document store, a browser window opens,
where you can download the file or view the online preview of the file. To
download the file, you must have permission to the file in the cloud document
store. If you don't have permission, you get an error when you try to download it.
To view a list of all documents and folders in a Conversation or wall, click the
Documents tab.
If a document has multiple versions, and you delete the document from the
messages list (rather than in the Documents tab), you delete only the selected
version.
Deleting a document or document version deletes it for all members of the
Conversation or wall.
Open a preview of the file. For more information, see How do I view a file?
2.
2.
Table 61
Annotation Tools
Tool
Usage
None
Select None when you want to move through the document without annotating text.
Use the Pushpin tool to post an annotation to a pinpointed location.
Use the Pen tool to create a free-form mark on the material you're annotating.
Use the Highlighter tool to highlight one line of the material you're annotating.
Use the Rectangle tool to draw a rectangle over the material you're annotating.
Use the Ellipse tool to draw a circle over the material you're annotating.
Notes:
3.
The icon to the left of the Tools menu shows the tool that is currently selected.
If you don't see the Tools menu at the top of a document on a person's wall,
the person does not allow other people to post annotations to his or her
personal documents.
For the drawing tools, drag them to surround or highlight the text you want to
annotate. Drawing tools include the pen, the highlighter, the rectangle, and the
ellipse.
All of these actions open a dialog where you can enter your remarks.
4.
5.
6.
Grouping Annotations
You can make several annotations, publish them, and then make more and publish
those. Each publish action places all the messages added since you started (or since
you last clicked Publish) into a group of messages in the Conversation where the
document appears.
Associating Multiple Annotations
You can mark several disconnected sections of text and combine them into a single
annotation. After adding the first mark, with the annotation box still open, you can
continue to use the selected tool to make additional marks. Once you add an
annotation message and click Continue, the application draws a larger box around all
the marks, and ties the single annotation message to all of them.
On the Documents tab, under the folder you want to rename, click More, then
select Rename Folder.
2.
Not Flagged
For Your Information (flag with "i")Look at this when you have time.
Please Reply (flag with black arrow)Look at this, and let me know what
you think.
Please Reply - Urgent (flag with red arrow)Look at this now, and let me
know what you think immediately. (An email notification is always sent for Please
Reply - Urgent flags.)
To search for someone, start typing the name in the search box. Results appear as you
type. Use the menu next to a person in the results to assign, change, or clear a flag.
If a message becomes more urgent, or less, you can return to it and change the flag
type any time.
You can tell when you've been flagged by the flag icon next to flagged messages. If the
flag is hollow, no one has been flagged. If the flag is red, the flag is assigned to you. If
the flag is blue, the flag is assigned to someone else. Two flags show that more than
one person is flagged. Mouse over the flag to see who assigned it and who it is
assigned to.
To remove an assigned flag, click the flag icon next to a message to open the Manage
Flags dialog and then click
next to one or more people. To remove all assigned
flags on a message, click Clear All at the top of the dialog.
Viewing Hashtags
Wherever you see them, hashtagged terms are clickable and will open a hashtag page
where all messages that include that hashtag are shown. So clicking #discounts in any
Conversation opens a #discounts page which shows any message (in a Conversation,
document annotation, wall, or such) that you have access to that includes the
discounts hashtag.
On the hashtag page, you can filter the messages to show all messages that include the
hashtag (All) or just those messages posted by people you are following (By People
You Follow).
Following Hashtags
You can also follow hashtags. When you follow a hashtag, messages in public
Conversations and walls that contain that hashtag appear on the Overview page (in
the full view of the application), even if you are not a member of those Conversations
or walls.
Note: For information about navigating to full view, see How do I navigate from my
application to a fuller version of the social network?
To follow a hashtag, click the hashtag to open the hashtag page, then click Follow at
the top of the page. To stop following the hashtag, click Unfollow.
1.
Open the Conversation, Service Incident, collection, or group where you're going
to start a web conference.
Note: You can't start a web conference from a user wall.
2.
Click
3.
In the Start Conference dialog, select your conference service, set the values as
necessary, then click Start.
Note: If you want to save your conference settings, select Remember Conference
Settings.
Your web conference application opens.
Note: If the conference is held in a public Conversation that you haven't joined, you
must join the Conversation before you can join the conference.
To leave the conference, close the conference window.
To rejoin the conference, return to the Conversation and click the Rejoin button in the
banner; or click
, then select Rejoin Conference.
Note: Your administrator may hide web conferencing in your application instance.
2.
3.
4.
To add related items, click Add, then select one of the following options to add to
the current Service Incident:
2.
3.
4.
To add referring items, click Add, then select an item using one of the following
methods:
2.
3.
Click the Related tab, and then click a listed Conversation to open it.
4.
Click
2.
Tip: How you get to the wall is decided by your administrator. If it's not clear to
you, ask your administrator.
3.
Optionally, click the Related tab, and then click a listed Conversation or collection
to open it.
4.
Click
5.
6.
2.
3.
Click
4.
At the top of the list, click Manage to open the Manage Members dialog.
5.
In the Manage Members dialog, move groups and people to the right column to
add them or to the left column to remove them. Use Ctrl+Click to select more than
one person or group.
Note: You can't add outside users to a group. Outside users' names appear in
purple text, and they have icons ( ) after their names. For more information on
outside users, see Outside Users.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
If your administrator has configured the system to allow you to invite users, you
can add someone who isn't an Oracle Social Network user. Enter the person's
email address in the search box, then click Invite email_address. When asked if
you want to send an invitation, click OK. When you save your changes an email
will be sent to the person inviting the person to join Oracle Social Network.
By default, you see a list of recommended members. Click a tab to change your
view:
Tip: Groups make it easy to add several people in one action. You can create groups by
opening your social network in full view. For information about navigating to full
view, see How do I navigate from my application to a fuller version of the social
network?
In-Line Recommendations
You can also add members to a Service Incident's wall or Conversation by accepting
the recommendations that are sometimes shown in the list of messages (under Add to
this <Object>). Oracle Social Network recommends people to add to a wall or
Conversation based on people you frequently add to walls or Conversations and
actions you have in common with others (such as being members of the same
Conversations).
Each recommendation includes the person's name and the reason they were
recommended. You can perform the following actions:
Click the left or right arrow keys or the arrows on either side of the current
recommendation to see the previous or next recommendation.
How do I change the language for a Service Incident's wall or a related Conversation?
If you want system messages in a Service Incident's wall or a related Conversation to
appear in a language other than the default language, you can change the language
setting. The language setting affects all members' views of the wall or Conversation.
Any system messages posted after you change the language will appear in the new
language. System messages that were there before the language change, however,
remain in the language that was in place when they were posted. Messages and files
posted to the wall or Conversation are unaffected; that is, they appear in the language
they were written in.
To change the language setting for a Service Incident's wall or a related Conversation:
1.
2.
3.
Click
4.
Note: The language used for field labels, button labels, banner headings, and so on, is
determined by your preferences in the full view of Oracle Social Network. For more
information, see How do I navigate from my application to a fuller version of the
social network?
3.
Click
Click
3.
Click the type of object you want to unmute (for example, Conversations), then,
on the left, select Muted.
4.
5.
2.
3.
Click
ConversationClose Conversation
4.
5.
Click Close.
2.
Click
2.
Click
2.
Open index.html.
Clicking a document link opens the copy of the document that is included in the
.zip file. All other links in index.html (user names, like, reply, and so on) open the
full version of Oracle Social Network in the browser.
Note: You can't make changes to an archive (though you can click a link to open the
item in a browser and make changes there).
Note: How you get to the wall is decided by your administrator. If it's not clear to you,
ask your administrator.
Tip: On the walls associated with profiles of people inside your company, you can
click
to open the wall in full view. For information about navigating to someone's
wall, see How can I collaborate with people who don't have access to a Service
Incident?
To navigate between list items and messages, use up and down arrow keys.
Note: The supported screen reader browser is Firefox 26 or later with the latest version
of your screen reader software.
There are a few known issues with screen readers:
When you search in the Manage Membership dialog, your screen reader may not
indicate that focus has moved from search results to the Groups and Contacts list.
You also may not be able to select the first listed result.
Your screen reader will read annotation messages in a Conversation or on a wall,
but it can't also describe where it is placed in a document preview. An annotated
document preview is essentially a picture of a document with marks on it, and
screen readers do not read pictures.
Jumping shortcuts are available only when the navigation menu is in view.
When the navigation menu is not in view, the social network does not respond
when you use jumping shortcuts.
A Service Incident's wall does not show the navigation menu when you open
it from its details page.
List ActionsUse these shortcuts with the list item that currently has focus.
Conversation/Wall ActionsUse these shortcuts within Conversations and on
walls.
Note: Some of these shortcuts work regardless of the current focus, for example,
"t," "b," "o," "u." Some of them operate differently depending on the current focus,
for example, in a Conversation "m" and "v" mark all messages as read and
mark/unmark the Conversation as a favorite; on a message, "m" and "v" mark the
message as read and mark/unmark it as a favorite.
Message ActionsUse these shortcuts with the message that currently has focus.
Post and Reply Entry ActionsUse these shortcuts within the post and reply
entry areas.
You can add one or more hashtags to any message (comments, replies,
annotations, and document messages) simply by typing "#" before a term. When
you start typing a hashtag by typing "#" plus at least one letter, existing hashtags
(ones that have been used before) appear for you to select from. Use the up and
down arrows to select an existing hashtag, then press Enter or Tab to use the
selected hashtag. For more information, see What are hashtags (#) and how do I
use them?
In-Line Recommendation ActionsClick the left or right arrow keys within the
in-line recommendation area to see the previous or next recommendation.
How can I get more help on how to use Oracle Social Network?
Click
towards the top of a Conversation, wall, or list. This opens a Help Center
where you can find out how to do everything available in your social network.
7
Working with Documents and Folders
These topics step you through document-related features in Oracle Social Network.
They include the following information:
Action
Download files
7-1
Others can click your picture to see what you are seeing. So, if you're browsing, they
see your movement, and if you're following someone else, they see that person's
movement.
Here's an example of document co-browsing among three people:
Meet John and Jane. Both of them work in different satellite offices. They are on a
phone conference, and each is looking at a preview of the fourth quarter projections
document in their web version of Oracle Social Network.
John is on page 1 of the preview, and Jane is on page 5. John clicks Jane's profile
picture above the preview, and selects Browse With. John's preview now shows page
5, the page Jane is on at the moment. As Jane scrolls through the document, John's
view mirrors her movement.
In John's view, Jane's profile picture gets bigger than his and moves to the front of the
row, before John's. This tells him that he is seeing Jane's view of the file preview.
John messages Otis, inviting him to join the teleconference and sending him a link to
the file he and Jane are previewing. Otis dials in, opens his browser, and navigates to
the file preview that John and Jane are viewing. He clicks John's profile picture above
the preview and selects Browse With. In Otis' view, John's profile picture gets bigger
than Otis' and Jane's and moves to the front of the row. Otis sees what John sees; so,
like John, Otis sees Jane's movement through the file.
Note: If Otis wanted to, he could have clicked Jane's picture. Multiple people can
co-browse with the same person.
The three of them discuss the document and come to an agreement about projection
changes. When the next steps are decided, they each leave the teleconference. Otis
clicks John's picture again and selects Stop Browsing With to leave the co-browsing
session. John clicks Jane's picture and does the same.
For more information, see How do I co-browse a file with others?
Annotation Tools
Tool
Usage
None
Select None when you want to move through the document without annotating text.
Use the Pushpin tool to post an annotation to a pinpointed location.
Use the Pen tool to create a free-form mark on the material you're annotating.
Use the Highlighter tool to highlight one line of the material you're annotating.
Use the Rectangle tool to draw a rectangle over the material you're annotating.
7-3
Usage
Use the Ellipse tool to draw a circle over the material you're annotating.
To open a preview of the file in Oracle Social Network, click the file's thumbnail.
To see a full-screen preview of the file, click Expanded View under the document.
Notes:
When you preview the file in Oracle Social Network, you can add annotations
to the file. For more information, see How do I annotate a document?
The list of file types you can preview is long, but there are some file types you
can't preview, like an archive or executable file. Oracle Social Network
supports adding these types of files but not previewing them. For these file
types, you can download the file and open it on your computer.
If the file was added from a cloud document store, you can open the file in the
cloud document store's viewer. Under the document, click Open Document in
Cloud Document Store, where Cloud Document Store is the name of the cloud
document store.
To download a file and open it on your computer, click Download under the
document.
2.
Click History, then select Show n Versions (n stands for the number of versions
available for the selected document).
Added
Downloaded
Updated
Removed
Restored
Viewed
The name of the person who performed the action (linked to his or her profile)
2.
2.
In the row of profile pictures above the document preview, click the profile picture
of the person you want to co-browse with.
3.
To return to your own view, click the enlarged profile picture, and from the resulting
menu, select Stop Browsing With.
2.
7-5
3.
All of these actions open a dialog where you can enter your remarks.
4.
5.
6.
2.
From the Filter menu, select the annotations you want to see.
3.
4.
5.
1.
Locate the file in the Conversation's or wall's messages, and scroll below it to see
its annotations.
2.
3.
Click the View Annotation link to go to the annotation in the document preview.
Colored lines to the right of the document preview show where people placed
annotation marks. Click one of these to jump to an annotation.
The Filter menu lets you select whose annotations to see. for more information, see
How do I filter my view of annotations?
2.
What's the difference between adding a file locally or from a cloud document store?
When you upload a file locally, you are selecting a file from your computer hard drive
or one of your company's servers. See How do I upload a document from my local file
system?
When you add a file from a cloud document store, you are selecting a file from a
server in a cloud that you have subscribed to. See How do I add a document from a
cloud document store?
7-7
You can upload files of all kinds and sizes to Oracle Social Network, but file
previews show only the first 100 pages.
If you add a document with the same name as one that was previously added
from a local file system, a new version is created. However, if the document of the
same name was added from a cloud document store, you receive an error. You
must rename your local document or add the new version to the cloud document
store.
Open the Conversation or wall you want to add the document to.
2.
Click Upload.
4.
5.
For each file, you can leave the default at New Document or select to replace
another file with this newer version.
Note: Uploading a document with the same name as an earlier uploaded
document creates a new version.
6.
Optionally, for each file, select whether to allow downloading and copying:
7.
Optionally, for each file click Add Comment to add a comment to post with the
file.
Tip: When you type a hashtag (#) and at least one letter, you see suggestions of
hashtags that other people have used. For more information on hashtags, see What
are hashtags (#) and how do I use them?
8.
Alternatively, you can drag a file from your file system to the Documents tab.
Note: Dragging a file from your file system and dropping it into Oracle Social
Network works with Chrome and Firefox browsers, but it is not supported in Internet
Explorer browsers.
cloud document store. For information about uploading a file from your local file
system, see How do I upload a document from my local file system?
Notes:
You can add files of all kinds and sizes to Oracle Social Network, but file previews
show only the first 100 pages.
Before you can get documents from your cloud document store, your
administrator must enable this action and you must authorize your instance by
providing your account login (for more information, see How can I connect to my
documents in the cloud?).
Documents formatted in Google's proprietary format are automatically converted
to PDF when added to Oracle Social Network. You can't copy Google proprietary
format documents back to Google Drive, but you can copy the PDF version of
these documents. Unlike other file types, Google proprietary documents converted
to PDF are not automatically returned to their original location in Google Drive.
Annotation marks and comments added to any file type in Oracle Social Network
are not included when you copy files back to your cloud document store (for more
information, see How do I copy a file?).
Open the Conversation or wall you want to add the document to.
2.
Alternatively, on the Documents tab, navigate to the folder where you want to add
documents, then click Add Documents.
3.
4.
5.
6.
Alternatively, you can add a document from the Messages tab by clicking
the message field.
below
Notes:
When anyone uploads a file, they have the option of preventing anyone from
copying or downloading it. This means you might come across files that don't
have a download option.
If the document is from a cloud document store, a browser window opens, where
you can download the file or view the online preview of the file.
7-9
2.
Copy to New ConversationTo create a new Conversation and add this file
to it. Enter a name for the Conversation, select the visibility, and select
members as described in How do I start a Conversation?
Copy to Existing ConversationTo select from a list of existing
Conversations and walls. Choose a tab to help narrow your selection:
- Recent to select from recently active Conversations and walls.
- Favorites to select from your favorite Conversations and walls.
- Search Results to enter a search term and select from the results. You can
search from any of these tabs; results appear on the Search Results tab.
Copy to Cloud Document StoreTo copy the file to your cloud document
store. Select a destination, click Copy, then click Done.
Note: When anyone uploads a file, they have the option of preventing anyone from
copying or downloading it. This means you might come across files that don't have a
copy option.
On the Conversation's or wall's Documents tab, right-click the file you want to
move, and select Move.
2.
To delete a file, on the Conversation's or wall's Documents tab, right-click the file, and
select Delete. Both the document and the associated message are deleted.
Alternatively, delete the message that includes the file by clicking
To restore a deleted file, in the Messages list, locate the deleted message icon (
)
where the document message used to be, click
, then confirm that you want to
restore the message. The message and document are restored.
Note: Only a service administrator, the person who posted the file, or the person who
deleted the file can restore the deleted file.
2.
3.
Enter the new folder name in the field that opens to the right of the folder icon,
then press Enter.
On the Conversation's or wall's Documents tab, right-click the folder, and select
Rename Folder.
2.
Enter the new folder name in the field that opens to the right of the folder icon,
then press Enter.
Copy to New ConversationTo create a new Conversation and add this folder to
it. Enter a name for the Conversation, select the visibility, and select members as
described in How do I start a Conversation?
On the Conversation's or wall's Documents tab, right-click the folder and select
Move.
2.
2.
Drag the document you want to remove to the breadcrumbs at the top of the page.
For example, drag your selection to Documents:
<Conversation_name>: Documents > <folder_name>
3.
Deleting a folder also deletes all the files and subfolders it contains.
To restore a deleted folder and its contents, in the Messages list, locate the deleted
message icon (
) where the folder message used to be, click
, then confirm that
you want to restore the folder. The message, folder, and folder contents are restored.
Note: Only a service administrator, the person who created the folder, or the person
who deleted the folder can restore the deleted folder.
8
Working with People and Groups
These topics provide information about people and groups in Oracle Social Network.
They describe how to invite people to join Oracle Social Network, how to add people
and groups to Conversations and walls, how to make someone your contact, follow
someone, create a group, and other types of people and group-related tasks. It includes
the following sections:
Note: For information about accessing and developing your personal profile, see How
do I set up or change my profile?
8-1
- A full green circle around the person's picture shows that the person is
available (logged in to and currently interacting with Oracle Social Network).
- A three-quarter yellow circle around the person's picture shows that the
person is idle (logged in to but not currently interacting with Oracle Social
Network).
- A half gray circle around the person's picture shows that the person is offline
(not logged in to Oracle Social Network).
An animated pencil icon in the lower right corner indicates that the person is entering
content in the current Conversation or on the current wall.
In the Recent Activity or Contacts sections of the Social Bar, click the person's
picture, then click Open One-on-One.
Note: In narrower browser windows, the Social Bar is collapsed to just its header
(Contacts & Activities). Click the header to expand the Social Bar. Click it again to
collapse it.
Click the person's picture or name to get to their profile. Their profile opens to
their wall.
2.
Working with posts on someone's wall is like any other Conversation. For
information about working with posts in a Conversation, see the topics under
Managing Messages
Notes:
Click People & Groups in the banner, then click Follow next to the person you
want to follow.
Click the person's picture or name to get to their profile, then click Follow at the
top of their profile.
When viewing the list of people who like something, click Follow next to the
person you want to follow.
Click People & Groups in the banner, then click People You Follow on the left.
Open your profile page and look under the heading Following n People.
Optionally, click View all followed people to see everyone you follow in a list
format.
Click People & Groups in the banner, click People You Follow on the left, then
click Following next to the person you want to stop following (the text changes to
Stop Following when you place your mouse over the button).
You are asked if you also want to remove that person from your contacts.
When viewing the list of people who like something, click Following next to the
person you want to stop following (the text changes to Stop Following when you
place your mouse over the button).
Click People & Groups in the banner, and then click Your Followers on the left.
Open your profile page and look under the heading n Followers. Optionally, click
View all followers to see everyone who follows you in a list format.
8-3
Click People & Groups in the banner, then click Follow next to the person you
want to add as a contact (following a person also adds them as a contact).
When viewing a Conversation, click the person's picture in the Conversation
membership bar, then click Add to Contacts.
Note: If you want to post messages to a person's wall, track the person's wall
activity, or receive notifications about the person, you also need to follow the
person.
Look at the Contacts section in the Social Bar (on the right side of any page in
Oracle Social Network).
Note: In narrower browser windows, the Social Bar is collapsed to just its header
(Contacts & Activities). Click the header to expand the Social Bar. Click it again to
collapse it.
Click People & Groups in the banner, then click Contacts on the left.
In the Contacts section of the Social Bar, click the contact you want to remove, then
click Remove from Contacts.
Note: In narrower browser windows, the Social Bar is collapsed to just its header
(Contacts & Activities). Click the header to expand the Social Bar. Click it again to
collapse it.
Click People & Groups in the banner, click Contacts on the left, then click Remove
from Contacts next to the contact you want to remove.
You are asked if you also want to stop following the person. If you do, you will no
longer be able to post to the person's wall.
Click People & Groups in the banner, then click Invite People on the left.
2.
3.
Click Invite to send each person you invited an email that contains a link to Oracle
Social Network.
When you add an unregistered person to a Conversation, they receive an email with a
link to set up their account.
Click a listed group to open its wall. To the right of the group wall, you can view the
following details about a group:
To see which Conversations the group is participating in, click Member Of.
To see which groups a group belongs to, see the list to the right of the wall under
Belongs To.
To return to the group wall, click Wall.
For more information, see How do I view or post a message to a group's wall?
Click People & Groups in the banner, then click New Group on the left.
2.
3.
Under Search and Add New Members, move groups and people to the right
column to add them or to the left column to remove them. Use Ctrl+Click to select
more than one person or group.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
By default, you see a list of your contacts. Click a tab to change your view:
-
Note: You can't add outside users (people outside your company) to a group.
Outside users' names appear in purple text, and they have icons ( ) after their
names.
8-5
To add a group description and profile picture, see steps 3 and 4 of How do I edit a
group?
Click People & Groups in the banner, click one of the group filters, then click the
group to open it.
2.
To change the name of the group, click the group name, then enter a new one.
3.
To add or change the group description, click the description (under the group
name), then enter the description.
4.
b.
c.
Note: If you use Mozilla Firefox and JAWS, you must disable pop-ups before you
upload a profile picture. If you don't disable pop-ups, the upload dialog won't
appear.
5.
b.
In the Update Members dialog, move groups and people to the right column
to add them or to the left column to remove them. Use Ctrl+Click to select
more than one person or group.
You can also search by entering part of a person's or group's name, and select
them from the list that pops up.
By default, you see a list of your contacts. Click a tab to change your view:
-
Note: You can't add outside users (people outside your company) to a group.
Outside users' names appear in purple text, and they have icons ( ) after
their names.
Click People & Groups in the banner, click one of the group filters, then click the
group to open its wall.
2.
Working with posts on a group wall is like any other Conversation. For
information about working with posts in a Conversation, see the topics under
Managing Messages
Note: You must be a member of the group to post to the group's wall.
Click People & Groups in the banner, click one of the group filters, then click the
group to open it.
2.
Mouse over the group, click More, then click Start a Conversation.
The Create a New Conversation dialog opens, with the group selected as a
member.
Muting hides the group from the Yours and Favorites lists on the People &
Groups page.
Flags assigned on a message in a muted group wall do appear in your daily email
digest (for information about the daily email digest, see How do I set up or change
my notifications?).
You can continue to post messages to a muted group's wall.
To mute a group:
1.
2.
Click People & Groups in the banner, then select one of the following group filters
on the left:
To unmute a group:
1.
Click People & Groups in the banner, then click Muted on the left.
2.
Click People & Groups in the banner, click one of the group filters, then click the
group to open it.
8-7
2.
Mouse over the group, click More, then click Remove Yourself.
Tip: There is also a Remove Yourself option on the More menu on the group's
wall.
Click People & Groups in the banner, click one of the group filters, then click the
group to open it.
2.
To reactivate a group:
1.
Click People & Groups in the banner, click Deactivated on the left, then click the
group to open it.
2.
9
Using Oracle Social Network with Microsoft
Outlook
These sections introduce the Oracle Social Network add-in for Microsoft Outlook and
describe how to use it:
"Getting Started with the Oracle Social Network Add-In for Outlook"
"Managing Your Oracle Social Network Account in the Add-In for Outlook"
"Working Offline"
Getting Started with the Oracle Social Network Add-In for Outlook
What is the Oracle Social Network add-in for Outlook?
The add-in is the Oracle Social Network client that is integrated with your Microsoft
Outlook application. Use the add-in to access your Oracle Social Network
Conversations, collections, documents, flags, Social Objects, and other features within
Outlook.
The add-in supports both 32 and 64 bit versions of Microsoft Outlook 2007, 2010, and
2013.
Getting Started with the Oracle Social Network Add-In for Outlook
What keyboard shortcuts are available for navigating the add-in for Outlook?
2.
Get the .exe installation file from the Downloads page in the full version of Oracle
Social Network (in your browser):
a.
b.
Click the arrow next to your name at the top of the application, then click
Downloads.
c.
On the Downloads page, click the link under Add-in for Microsoft Outlook
to start the download.
3.
4.
If necessary, in the Server field, enter the URL to your Oracle Social Network
client.
For example, if your Oracle Social Network URL is
acme.social.us1.oraclecloud.com/osn then you would enter
acme.social.us1.oraclecloud.com/client.
2.
In the User Name field, enter your Oracle Social Network user name.
3.
4.
5.
To give yourself the option of selecting a different account at login, select Ask for
an account at startup.
6.
You can pre-configure one or more Oracle Social Network accounts and easily switch
between them. For more information, see:
Getting Started with the Oracle Social Network Add-In for Outlook
the add-in uses icons to represent the add-in's main destinations. Your add-in instance
may show all or a selection of these icons.
This table catalogs the main add-in icons and explains what they're for.
Table 91
Icon
Description
Overview
New Conversation
Options
Flags
Options
Favorites
Options
Conversations
New Conversation
Options
Collections
Getting Started with the Oracle Social Network Add-In for Outlook
Table 91 (Cont.) Icons in the Oracle Social Network Add-In for Outlook
Icon
Name
Options
Find documents
Add Documents
Options
Description
On the Collections panel, these icons are available
for creating a new collection and accessing
Collections panel options. Options include
creating a new collection and filtering, sorting,
and arranging your list of collections.
On the Documents panel, these icons are available
for searching exclusively for documents, adding
documents from your local file system or your
cloud document store, and accessing Documents
panel options. Options include finding, adding,
and filtering documents.
Depending on which tab you select, the People
and Groups panel shows your list of contacts; a
list of the groups you are a member of; and lists of
people who follow you, who you follow, and
people recommended to you as contacts.
For more information, see Working with People
and Groups in the Add-In for Outlook.
Contacts
Groups
Your Followers
Recommendations
Social Objects
At the bottom of the panel, icons are available for opening three menus:
Accounts
The Accounts menu has options for switching your view to
additional Oracle Social Network accounts, opening the Manage Accounts dialog
to create or delete accounts, and working offline or reconnecting to the server. (For
more information, see What are Oracle Social Network accounts? and Working
Offline.)
Help The Help menu has options for opening Oracle Social Network Help
Center, contacting Oracle Support, navigating to discussion forums about Oracle
Social Network (Community), and accessing the About dialog with its links to the
latest versions of the add-in and troubleshooting help (see How can I troubleshoot
my accounts?).
Settings
The Settings menu has options for navigating to your wall or your
preferences, editing your profile, displaying message fragments or full view,
monitoring file transfer progress, or opening the full view of Oracle Social
Network. (For more information, see Configuring Your Settings for the Add-In for
Outlook.)
Getting Started with the Oracle Social Network Add-In for Outlook
Table 92
Icon
Item
Private, members-only, or One-on-One Conversation
Public Conversation
Collection
Social Object
What keyboard shortcuts are available for navigating the add-in for Outlook?
at the bottom of the panel, then click Enable Screen Reader Mode.
Messages are now shown in compact view (where no more than two lines of any
message are shown), and the add-in for Outlook is switched to accessibility mode.
Alternatively, you can enable screen reader mode in Preferences:
1.
Click
dialog.
at the bottom of the panel, then click Preferences to open the User Profile
Getting Started with the Oracle Social Network Add-In for Outlook
2.
3.
Click OK.
What keyboard shortcuts are available for navigating the add-in for Outlook?
Note: You can navigate tab bars using your keyboard's left and right arrow keys. For
example, you can use your keyboards arrow keys to navigate the tab bar in a
Conversation.
Note, however, if you navigate left from the first tab or right from the last, the tab bar
loses focus, and you must use your keyboard's Tab (forward) or Shift+Tab (backward)
keys to return focus to it.
Select message+EnterOpens a dialog for viewing and editing messages you post
Note: You can navigate tab bars using your keyboard's left and right arrow keys. For
example, you can use your keyboards arrow keys to navigate the tab bar in a
Conversation.
Note, however, if you navigate left from the first tab or right from the last, the tab bar
loses focus, and you must use your keyboard's Tab (forward) or Shift+Tab (backward)
keys to return focus to it.
From the Tools menu, select Trust Center to open the Trust Center dialog.
2.
3.
Verify that Oracle Social Network Add-In for Outlook is included in the list.
4.
At the bottom of the dialog, ensure that COM Add-Ins is selected next to Manage.
5.
Clear the check box Apply macro security settings to installed add-ins
6.
7.
Clear the check box next to Oracle Social Network Add-In for Outlook.
8.
Click OK.
From the File menu, select Options then add-ins to open the Trust Center dialog
with add-ins selected.
2.
Verify that Oracle Social Network Add-In for Outlook is on the list of add-ins.
3.
At the bottom of the dialog, ensure that COM Add-ins is selected next to Manage.
4.
Clear the check box, Apply macro security settings to installed add-ins.
5.
6.
Clear the check box next to Oracle Social Network Add-In for Outlook.
7.
Click OK.
First check whether Outlook has added the add-in to their Disabled Items list:
a.
On the Help menu, select Disabled Items to open the Disabled Items dialog.
b.
c.
Select Oracle Social Network Add-In for Outlook, and click Enable.
2.
From the Tools menu, select Trust Center to open the Trust Center dialog.
3.
4.
Verify that Oracle Social Network Add-In for Outlook is included on the list.
5.
6.
Clear the check box Apply macro security settings to installed add-ins.
Managing Your Oracle Social Network Account in the Add-In for Outlook
7.
8.
In the dialog, select the check box Oracle Social Network Add-In for Outlook.
9.
Click OK.
First check whether Outlook as added the add-in to their Disabled Items list:
a.
On the Help menu, select Disabled Items to open the Disabled Items dialog.
b.
c.
Select Oracle Social Network Add-In for Outlook, and click Enable.
2.
From the File menu, select Options then Add-Ins to open the Trust Center dialog.
3.
Verify that Oracle Social Network Add-In for Outlook is included on the list.
4.
5.
Clear the Apply macro security settings to installed add-ins check box.
6.
7.
In the dialog, select the check box Oracle Social Network Add-In for Outlook.
8.
Click OK.
Managing Your Oracle Social Network Account in the Add-In for Outlook
What are Oracle Social Network accounts?
An Oracle Social Network account is your connection to a server that is hosting an
instance of Oracle Social Network. Your organization may have multiple servers, each
offering its own instance of Oracle Social Network. If you can log on to two or more of
these, then you can say you have multiple accounts.
Note: In the add-in for Outlook, you can interact with only one Oracle Social Network
account at a time.
Your system administrator will likely set up your system to automatically connect to
the necessary accounts. However, you may be required to supply your name and
password at the start of every session.
The first time you start the add-in for Outlook, the Manage Accounts dialog opens
with options for configuring this and future sessions. There are options for:
If you have only one account, you may want to save your password and hide the
Manage Accounts dialog. Or, you may want to save your password, but continue to
Managing Your Oracle Social Network Account in the Add-In for Outlook
open this dialog so that you always have the option to select the account to use in this
session.
If necessary, click Show Panel in the Outlook ribbon to open the add-in panel.
2.
At the bottom of the panel, open the Accounts menu, and select Manage
Accounts.
3.
4.
In the Account field, enter a name for the account to appear on the Accounts
menu.
5.
In the Server field, enter the URL to the server that hosts the new Oracle Social
Network account.
If you don't provide a port number, a default value for the connection type is used.
6.
In the User Name field, enter your Oracle Social Network user name.
7.
8.
Select the Remember password check box to save your user name and password
and log in automatically the next time you open this account.
9.
Click OK.
A colored ball to the left of the Accounts menu and a line of text to the right show
whether you are active (green), inactive (yellow), or offline (gray).
2.
3.
Click
4.
Click
2.
Click one of the buttons at the bottom of the dialog to view reports or logs:
, select Support.
Click
2.
3.
On the Walls tab, select who can post to and reply on your wall.
4.
On the Conferences tab, enter your account information for web conference
providers.
5.
On the Cloud Documents tab, enter your account information for cloud document
services.
6.
On the Notifications tab, select when to receive email notifications about activities
in Oracle Social Network.
7.
On the Posting Email tab, select whether you want to be prompted to post email
messages to Oracle Social Network and what happen when you do post those
messages.
8.
On the Offline tab, select what gets downloaded when you mark a Conversation
for offline use and the location the offline data is saved to.
Click
2.
On the General tab, select or clear display options under Message View:
Click
2.
On the General tab, select or clear tooltip options under Conversation View:
Select Hide Tooltips to prevent tooltips from appearing when you mouse over
a message and over icons and options in banners.
Clear Hide Tooltips to show tooltips when you mouse over a message and
over icons and options in banners.
Click
2.
In Outlook, when you mouse over a message, a tooltip opens showing the full
text of the message. If you specify that a view is 2 seconds, then after the
tooltip is open for 2 seconds, the item is marked as read.
Note: When Enable Screen Reader Mode is selected, Mark items as read
when viewed in a tooltip affects only Overview and flags views.
Click
2.
On the General tab, under Message View, select Alert me to new messages in
One-on-One Conversations to trigger three flashes in Outlook when someone
posts a message to a One-on-One Conversation with you and the Outlook window
is not in focus.
Click
2.
You can override this setting on individual items (see How do I hide membership
messages?).
Click
2.
On the General tab, select or clear submit message options under Message
Posting Behavior:
Select Use Post button to post messages by clicking Post. Enter line breaks in
your messages using the Enter key
Select Use Enter key to post messages by pressing the Enter key. Enter line
breaks in your messages using Shift+Enter.
Click
2.
Click Walls.
3.
Under Post to Your Wall, specify whether other people (your followers) can post
messages on your wall.
4.
Under Reply on Your Wall, specify whether other people (your followers) can
reply to messages or annotate documents on your wall.
Click
2.
Click Conferences.
Note: The fields that you see on the Conferences panel come from the server and
may not be the same as the fields described in the next steps. The fields described
here are for example only.
3.
From the Service Name drop-down list, select your conference application.
4.
In the Site Name field, enter the name of your conference instance.
For example, enter acmeweb.
5.
In the User Name field, enter your conference account user name.
6.
7.
Click OK.
Click
2.
3.
In the Service Name list, select the type of cloud document service you want to
connect to.
4.
For Google Drive, click Configure. The full version of Oracle Social Network
opens. Click Authorize, log in to your account, then click Accept.
For other cloud document services, enter your username and password, then
click OK.
The next time you add a document in Oracle Social Network, you'll be able to access
your documents in the cloud in the file picker.
Click
2.
Click Notifications.
3.
Select Send me an email when someone: to get an email when one or more of
the following options is selected:
Select Send me a daily summary of the activity of all the people and content
I care about to get an email that summarizes your day's flags, messages, and
memberships.
Select your time zone.
Click
2.
3.
Under When sending email to Oracle Social Network members, select what you
want to happen when you start to send an email to users who are part of your
social network:
Select the default option for where the message should be posted/sent:
Tip: You can change this option for a particular message in the "ribbon" of the
email message. Changing the option in the email message applies only to that
message. For more information, see How do I add email, meeting details, or
tasks to a Conversation or wall?
4.
In the Ignore Emails and Domains box, you see a list of any email addresses or
domain names you've asked to be ignored when adding email messages to Oracle
Social Network (for example, distribution lists or support email addresses). The
ignored email addresses and domain names don't show up in the Recipients list
when you're adding an email to a Conversation or wall. Also, if you're prompted
to post outgoing email messages to Oracle Social Network (see How do I tell
Outlook to prompt me to use Oracle Social Network?), the ignored email
addresses and domain names won't generate a prompt.
You can edit the list in the following ways:
To add an email address or domain name, click Add, then enter the email
address or domain name (in the form @example.com) you want to be ignored.
Note: You can also add entries to the ignore list when adding an email to Oracle
Social Network. For more information, see How do I tell Oracle Social Network to
ignore particular email addresses or domains when posting email messages to a
Conversation or wall?
Click
2.
Click Offline.
3.
Under When marking a Conversation for offline, select what kind of data you
want to see while viewing a Conversation offline:
Download the walls of its membersSelect this option if you want to be able
to open a person's wall.
Note: To view a person's wall, click the person's avatar.
4.
5.
Under Offline Path, select where to save offline contentyour local app data
folder, your roaming app data folder, or a custom location.
. Your
To change your profile picture, on the General tab, click Change, then navigate to
and select the picture (a .gif, .jpg, or .png file.) to upload.
The Crop Picture dialog shows your image with a circle over the area that will
show in Oracle Social Network. You can drag the corners of the crop area to
change the size of your picture, or drag your picture to change the position of the
crop area. When you're happy with the size and position, click Crop.
Note: Oracle Social Network scales your profile picture up or down as needed to
display it within 60 by 60 pixels and places it in a circle showing your online
status.
To change your name and other general information, on the General tab, enter the
information in the editable fields.
To set the language for your user interface, on the General tab, select an option
from the Language drop-down list.
To change your address, click the Contact tab, then enter the information in the
fields.
To add a phone number:
1.
2.
3.
4.
Press the Tab key to navigate to the Label field, and enter a label for the
number, like home or cell.
2.
3.
Click the person's or group's picture to open the person's or group's wall.
4.
2.
3.
4.
Post a message in the text box at the top of the wall as you would to any other
Conversation (see How do I post messages to a Conversation?).
Note: If you don't see a text box at the top of someone's wall, you aren't following the
person or the person doesn't allow other people to post to his or her wall.
For Your InformationLeast urgent. Asks recipients to look at the item when they
have time.
Please ReplyModerately urgent. Asks recipients to post a reply to the item.
Please Reply - UrgentAsks recipients to look at the item now and reply
immediately. An email notification is sent automatically to anyone assigned a
Please Reply - Urgent flag.
For an explanation of all the flag icons, see Table 15, " Flag Icons and Their Meanings"
To make sure flags send the message look at this now! use them thoughtfully. A flood of
flag notifications all at once or all the time can reduce their impact.
2.
Click
All flags
Flags of a selected type: Please Reply - Urgent, Please Reply, or For Your
Information
2.
To quickly assign a For Your Information flag to someone, click the flag next to
the person.
To assign a particular flag to someone, select the type of flag in the drop-down
list next to the person.
To quickly flag everyone, click Flag All (in the Others Not Flagged section),
and select the type of flag you want to assign.
To quickly remove all flags (whether assigned by you or not), click Clear All
(in the Others Flagged section).
To search for someone, enter part of the person's name in the search box.
Posts
Documents
Members
Referring Items
2.
Click
3.
, and select a filter to show the types of Conversations you want to see.
2.
Click
3.
4.
Click
, and select a filter to show the types of Conversations you want to see.
2.
3.
Click
and select
. Then click
To join a Conversation, open it, then, at the top of the Conversation, click Join
Conversation.
2.
, click
2.
3.
4.
5.
.
.
2.
Click
3.
4.
5.
6.
7.
Click OK.
2.
Set the Conversations list to show available Conversations (see How can I view a
list of Conversations I can join?).
3.
In the list of Conversations, right-click the Conversation you want to join, and
select Join Conversation.
Alternatively, open the Conversation, then, at the top of the Conversation, click Join
Conversation.
2.
3.
2.
3.
Click
4.
Click
5.
In the Select Members dialog, select groups and people you want to add as
members. Use Ctrl+Click to select more than one person or group.
Double-click a name to add it to the Select list at the bottom of the dialog, or select
names, then click Select to add all selections.
By default, you see a list of recommended members. Click a tab to change your
view:
Alternatively, you can enter part of a person's or group's name, and select them
from the list that pops up.
6.
In-Line Recommendations
You can also add members to a Conversation by accepting the recommendations that
are sometimes shown in the list of messages (under Add to this Conversation). Oracle
Social Network recommends people to add to a Conversation based on people you
frequently add to Conversations and actions you have in common with others (such as
being members of the same Conversations).
Each recommendation includes the person's name and the reason they were
recommended. You can perform the following actions:
Click Add to accept the recommendation and add the person to the Conversation.
Click the arrows on either side of the current recommendation to see the previous
or next recommendation.
2.
3.
Click
4.
On the list, right-click the person you want to remove, and select Remove from
Membership.
5.
6.
2.
3.
4.
Click OK.
2.
Right-click the Conversation, then select Modify to open the Modify dialog.
3.
4.
Click OK.
2.
3.
4.
5.
2.
From the Options menu on the Conversations banner, select Closed to show a list
of closed Conversations.
3.
4.
5.
6.
2.
3.
2.
3.
4.
Click OK.
2.
3.
Recent Social ObjectsSelect from a list of Social Objects that you recently
viewed.
FavoritesSelect from a list of Social Objects that you have marked as a
favorite.
SearchEnter a search term, and select from results or click
When you click
4.
Note: For information about creating a new item to add to a Conversation's list of
referring items, see How do I add a new item to a list of referring items?
2.
Click
3.
4.
5.
Click OK.
Note: For information about adding an existing item, see How do I add an existing
item to a list of referring items?
The language used for user interface elements in the add-in for Outlook, like field
labels, button labels, dialog box names, banner headings, and other user interface
elements, is determined by your Microsoft Office settings and your Operating System.
Changing a Conversation language affects everyone's view of the Conversation.
1.
2.
3.
4.
5.
Click OK.
Muting affects only your view of a Conversation. You can mute a Conversation so it
does not appear to you in the Conversations panel when the filter Yours, Available, or
Favorites is applied.
Messages posted to a muted Conversation don't appear on the Overview panel or in
your daily email digest. Flags assigned on a message in a muted Conversation do
appear in your daily email digest (for information about the daily email digest, see
How do I set my add-in for Outlook notification options?).
2.
3.
Open index.html.
Clicking a document link opens the copy of the document that is included in the
.zip file. All other links in index.html (user names, like, reply, and so on) open
Oracle Social Network in the browser.
Note: You can't make changes to an archive of a Conversation (though you can click a
a link to open the Conversation in a browser and make changes there). If you want to
be able to make offline changes, instead download an offline copy of the Conversation
(see How do I download an Offline Copy of an item?
2.
Click
3.
4.
Click
5.
Enter a message in the field at the bottom of the panel, and click Post or press
Enter, depending on your Preferences (see How do I set up how to post
messages?).
, and select a filter to show the types of Conversations you want to see.
On the navigation bar, click the type of object you want to open (for example, click
for Conversations).
2.
3.
Click
For information about hiding membership messages for all items, see How do I hide
membership messages by default?
2.
Click
3.
4.
Click
5.
6.
7.
Click OK.
, and select a filter to show the types of Conversations you want to see.
2.
Right-click the message, then select Edit Message (or Edit Reply); or click More,
then select Edit Message (or Edit Reply).
3.
2.
Right-click the message, then select Edit Message (or Edit Reply).
3.
4.
2.
Click
3.
4.
Optionally, click
5.
To find unread messages, click the unread messages count in the Posts header, and
use the up and down arrows to navigate through the unread messages.
To find flags assigned to you, click the flag count in the Posts header, and use the
up and down arrows to navigate through your flags.
2.
Click
3.
4.
Right-click the message, and select Copy Message Link to add the message's URL
to your clipboard.
, and select a filter to show the types of Conversations you want to see.
You can paste the URL wherever you like. When clicked, it opens the Conversation in
your browser.
2.
If necessary, click
3.
Click , and select Start Conference to open the Conference Service Details
dialog.
Alternatively, click
4.
b.
In the Site Name field, enter the name of your conference instance.
For example, enter acmeweb.
5.
c.
In the User Name field, enter your conference account user name.
d.
e.
2.
Click
3.
4.
5.
Click OK.
2.
3.
Click
Tip: To see how many members a collection has, mouse over the Members tab.
4.
Click
5.
In the Select Members dialog, select groups and people you want to add as
members. Use Ctrl+Click to select more than one person or group.
Double-click a name to add it to the Select list at the bottom of the dialog, or select
names, then click Select to add all selections.
By default, you see a list of recommended members. Click a tab to change your
view:
Alternatively, you can enter part of a person's or group's name, and select them
from the list that pops up.
6.
2.
3.
Click
4.
5.
2.
3.
Click
4.
Click
5.
In the Browse Items dialog, select one or more items to add to the collection, then
click OK. Use Ctrl+Click to select more than one item.
By default, you see a list of recent items. Click a tab to change your view:
Alternatively, you can enter part of a item's name, and select it from the list that
pops up. When you select from the search's pop-up results, the dialog closes and
your selection is added to the collection.
2.
3.
Click
4.
Click
5.
6.
7.
2.
3.
Click
4.
Right-click the item, and select Remove Item from the Social Object.
2.
3.
Tip: In a collection, you can choose to see different types of content in the panel. Use
the tabs at the top of a collection to navigate to each type:
View all messages and documents added to the collection's wall.
Posts
Documents
Members
Related Items
View a list of the Conversations, profile and group walls,
Social Objects, and other collections in this collection.
Referring Items
View the Social Objects that include this collection in their
lists of related items.
2.
3.
Before you can copy files from your cloud document store, your administrator
must enable this action and you must provide your cloud document store login
(for more information, see How do I connect to my documents in the cloud?).
Documents formatted in Google's proprietary format are automatically converted
to PDF when added to Oracle Social Network. You can't copy Google proprietary
format documents back to Google Drive, but you can copy the PDF version of
these documents. Unlike other file types, Google proprietary documents converted
to PDF are not automatically returned to their original location in Google Drive.
If you add a document with the same name as one that was previously added
from a local file system, a new version is created. However, if the document of the
same name was added from a cloud document store, you receive an error. You
must rename your local document or add the new version to the cloud document
store.
To add documents:
1.
Open the Conversation or wall you want to add the file to.
2.
Tip: On the Documents tab, the Add Documents icon ( ) appears on the banner.
On the Posts tab, the Add Documents icon appears on the banner in compact-view
mode and next to the Post button in full-view mode.
3.
4.
5.
Optionally, to prevent people from downloading or copying this file select Disable
download and copy.
6.
7.
Note: There are no restrictions on the file types you can upload.
2.
3.
Note: If the document is from a cloud document store, a browser window opens,
where you can download the file or view the online preview of the file.
2.
3.
Recent ItemsFor a list of Conversations and walls you have visited recently
FavoritesFor a list of Conversations and walls you have marked as a
favorite
4.
5.
How do I copy a file from Oracle Social Network to my cloud document store?
1.
2.
Right-click the file, select Copy, select Copy to Cloud Document Store, then select
a cloud document store from the list.
Alternatively, on the Documents tab (
) of the Conversation or wall, click More
under the document, select Copy, then select Copy to Cloud Document Store,
then select a cloud document store from the list.
3.
Click Copy.
A status message appears briefly at the top of the add-in.
2.
Edit Document opens the file in its native application. This is determined by
the file's extension.
Edit Document With lets you choose the editor you want to use. When you
select this option, you must also select an editor.
3.
Edit the file, and save, keeping the same file name and same default directory.
4.
In the add-in panel, right-click the file, select Document, then select Publish
Changes.
5.
Finish uploading the new version as you would any other file.
For more information, see, How do I add files to a Conversation or wall?
Note: If you use Edit Document With, you may need to select Stop Editing from the
file's Options menu. This is necessary when the file continues to appear highlighted.
2.
3.
2.
This opens a search field with other controls, like an Options menu.
3.
Optionally, to return only the files that match your search terms that you have
marked as a favorite, click , then select Favorite Only.
4.
5.
Click
) of the Conversation or
2.
Right-click the document, and select Access History; or click More, then select
Access History.
The Document Activity dialog shows when the document was:
Added
Downloaded
Updated
Removed
Unremoved
Viewed
) of the Conversation or
2.
Right-click the document, and select View All Versions; or click More, then select
View All Versions.
2.
the email can see the file link, but only those who are also members of the
Conversation or who have access to the wall can open the file.
1.
2.
2.
Right-click the file, and select Delete Version; or click More, then select Delete
Version.
2.
Right-click the file, and select Delete; or click More, then select Delete.
2.
Click
2.
3.
4.
Click OK.
Note: When you open a folder, a breadcrumb appears at the top of the Documents tab
to show you where you are in the folder structure. To return to a parent folder, click
the folder name in the breadcrumb.
Go to the Conversation or wall with the folder you want to rename, and click
2.
Right-click the folder you want to rename, and select Rename to open the Edit
Folder dialog.
3.
Go to the Conversation or wall with the folder you want to copy, and click
2.
Right-click the folder you want to copy, and select Share to open the Browse
Conversations dialog.
3.
In the dialog, select a way to locate the destination folder, Conversation, or wall.
4.
Click Recent Items to select from destinations that have recently been active.
Go to the Conversation or wall that has a folder you want to move, and click
2.
3.
In the Move Items dialog, select a destination for the moved folder, and click OK.
Go to the Conversation or wall that has a folder you want to add new files to, and
click
.
2.
Double-click the folder you want to add a new file to, to open it.
3.
Click
4.
Add the file as you would to any Conversation or wall (see How do I add files to a
Conversation or wall?).
Go to the Conversation or wall with a folder you want to move files to, and click
.
2.
Right-click the file you want to add to a folder, and select Move to open the Move
Items dialog. Select an existing folder for the file, or click New Folder to create a
folder for the file.
Alternatively, to move documents and folders to a subfolder, drag them to the new
folder.
Go to the Conversation or wall with a folder you want to move files out of.
2.
Click
3.
4.
5.
2.
Click
3.
Right-click the folder you want to download, and select Download to open a save
dialog.
4.
The folder and its contents are saved as a .zip file to the destination you selected.
2.
Click
3.
Right-click the folder, and select Copy Folder Link to add the folder's URL to your
system's clipboard.
4.
How do I open a folder in the add-in, in the web version of Oracle Social Network?
1.
Go to the Conversation or wall with a folder you want to open in your browser.
2.
Click
3.
Right-click the folder you want to open, and select Open in Web Browser to open
the folder in the browser version of Oracle Social Network.
Deleting a folder also deletes all the files and subfolders it contains.
There's no undelete, so be sure about deleting the folder before you act.
To delete a folder:
1.
2.
Click
3.
4.
2.
Click
Contacts (
Groups (
Your Followers (
the word unregistered appears next the names of the unregistered in the Manage
Members dialog. When you try to add an unregistered user, a warning alerts you to
their unregistered status.
When you add an unregistered person to a Conversation, they receive an email with a
link to set up their account.
2.
3.
).
, then select your options:
Select or clear Show Offline Contacts to either show (select) or hide (clear)
your contacts who are currently offline.
Select Arrange By then either Name, to arrange your list of contacts by a
contact's first name, or Presence Status, to arrange the list by the person's
online status: active, away, and offline.
Select Sort and choose from either Ascending (from 0 to 9 and A to Z or active
to offline) or Descending (from Z to A and 9 to 0 or offline to active).
2.
3.
4.
).
to open the Select Members dialog.
To search for a particular person, enter a name in the Search field, then select
from the results.
To add a recommended contact, double-click a person on the
Recommendations tab.
If your administrator has configured the system to allow you to invite users,
you can invite people from your Outlook address book.
To add a contact from your Outlook address book, click Outlook Contacts,
then double-click the person you want to add.
Note: Only contacts that include email addresses appear on the Outlook
Contacts tab.
Confirm that you want to invite the person. When you click OK, an email is
sent to the contact inviting them to join Oracle Social Network.
Note: You can also invite someone from the Outlook ribbon while viewing the
contact's card. See How do I invite my contacts from my Outlook address
book to join Oracle Social Network?
5.
How do I invite my contacts from my Outlook address book to join Oracle Social
Network?
If your administrator has configured the system to allow you to invite users, you can
invite people from your Outlook address book. Inviting users to join Oracle Social
Network makes it easier to collaborate with them.
1.
From your Outlook address book, open the contact you want to add to Oracle
Social Network.
Note: The contact must include an email address.
2.
In the Outlook ribbon, click Invite from the Oracle Social Network actions.
An email is sent to the contact inviting them to join Oracle Social Network.
Note: If the contact is already an Oracle Social Network user, you see Go to Wall in the
Outlook ribbon.
Alternatively, you can invite multiple Outlook contacts from the Contacts tab of the
People and Groups panel. See How do I add new contacts?
2.
3.
4.
If you're also following the person, specify whether to also stop following them.
).
Includes information about the activity on their walls in your daily email digest.
1.
2.
3.
Then either:
Click
) to view a list of
. The
2.
).
2.
).
2.
Each recommendation includes the person's name, title, the reason they were
recommended, a follow button ( ), and an ignore button (
).
Note: When you ignore a recommendation, the person might be recommended again
in the future based on additional activity by you or the other person.
, then click
Double-click a group to see its details, like its wall, its members, the Conversations and
walls it belongs to, and so on. The area at the top of a group has tabs you can use to
navigate to these views:
Member OfView a list of the Conversations and walls this group is a member of.
Belongs ToView a list of the other groups that this group is a member of.
, then click
2.
3.
Post content to the group's wall as you would to any Conversation or wall.
, then click
2.
3.
In the tab bar above the wall, click the Members tab to see who's in the group.
, then click
2.
3.
In the Name field, enter a name for the group, and click OK.
2.
3.
4.
5.
, then click
Click Groups & Contacts to select from your contacts and other groups.
In this dialog, you can expand a group and pick individual members.
Click Search to enter search terms; click the Search icon to show all results.
6.
7.
2.
3.
4.
, then click
, then click
2.
3.
Click
4.
In the Group Profile dialog, revise the group's name and description.
, then click
2.
3.
Click
4.
5.
, then click
2.
3.
4.
, then click
2.
3.
4.
Click
2.
Click on the Social Object banner, select Arrange By, then select the sorting
option to apply.
2.
In the panel, double-click the object you want to view to open its details.
In the details of a selected Social Object, you can switch between the following views
using the tabs that appear above the details:
View all messages and documents added to this object's wall.
Posts
Documents
Members
Related Items
Referring Items
View the other Social Objects that refer to this Social Object
(see What are referring items?).
Tip: A Social Object might include a link back to the associated record in the source
system (for example, customer relationship management, enterprise resource
planning, or human capital management). If available, you can open the source record
by clicking View Details in the options menu (click on the Social Object banner) or
at the bottom of the list of the Social Object's attributes.
2.
3.
Click
4.
Click the Add Existing Item icon in the Social Object banner.
5.
6.
7.
Click OK to add your selections to the Social Object's list of related items.
2.
3.
Click
4.
5.
6.
To copy the Social Object's membership list to the new item, select Copy
membership of source Social Object.
7.
2.
3.
Click
2.
3.
Click
Perform one of the following actions to add an Outlook item (email, meeting, or
task) to a Conversation or wall:
Select an Outlook item, then click Add To Oracle Social Network in the
Outlook ribbon.
Right-click an Outlook item, then click Add To Oracle Social Network.
Select an Outlook item, then go to the Conversation or wall you want to add
the email to, and in its top-most banner, click , then select Add To Oracle
Social Network.
Open the target Conversation or wall, then drag and drop the Outlook item
into the open Conversation or wall.
In a meeting or task, click Add to in the item's ribbon at the top of the form.
In an email's ribbon, select one of the following options under When sending:
Copy toPost the message to a Conversation or wall, but also send the
email.
This option is useful if your message includes some users who are not part
of your social network. You would generally want to use this for simple
posted information, not messages that will spark a discussion, otherwise
the email thread and the Conversation will become out of sync. For example, you might want to send meeting details such as location and agenda
to a user who is not part of your social network, and copy it to a Conversation in your social network so that you have a record of the communication along with other related information for internal use, like documents
for the meeting.
The email is moved or copied to the Conversation or wall when you click
Send.
Note: If you don't want to post the email to a Conversation or wall, select No
Post to just send the email.
2.
3.
Any people included in the email, meeting, or task who are Oracle Social Network
users are added to the Invitees. To select other people to invite, click Invitees,
then, in the Select Members dialog, select groups and people you want to add as
members.
Double-click a name to add it to the Select list at the bottom of the dialog, or select
names, then click Select to add all selections. Use Ctrl+Click to select more than
one person or group.
By default, you see a list of email recipients. Click a tab to change your view:
Alternatively, you can enter part of a person's or group's name, and select them
from the list that pops up.
Note: You can hide unwanted email recipients by telling Oracle Social Network to
ignore particular email addresses or domain names when adding an email to
Oracle Social Network. For more information, see How do I tell Oracle Social
Network to ignore particular email addresses or domains when posting email
messages to a Conversation or wall?
4.
Any documents that were part of the email, meeting, or task are added to the
Attachments. To add more attachments, click Attachments, then, in the dialog,
click Add, select documents to attach, and add descriptions of the selected
documents.
Note: The documents you select are uploaded to the Conversation or wall, but
they are not also attached as additional documents to the email, meeting, or task.
5.
6.
Any text in the email, meeting, or task is included in the dialog's editor. You can
edit the text and formatting, add or remove links, insert references to Oracle Social
Network items, and change how the messages are split up.
If you're adding an email with multiple messages, the newest message appears in
the dialog first (at the top), the same as it does in the email. When the messages are
added to Oracle Social Network, the first message in the dialog is posted to the
Conversation or wall first, followed by the remaining messages.
If you want to reverse the order of the messages in the dialog (to show the oldest
message first), click Sort Messages, then select Last Message on Top.
Note: The sort order has no effect if there are no message splits.
7.
Click Post.
How do I tell Oracle Social Network to ignore particular email addresses or domains
when posting email messages to a Conversation or wall?
You might send or receive email from addresses or domain names that are part of
Oracle Social Network but that you don't want to include when posting email
messages to Conversations or walls (for example, distribution lists or support email
addresses). You can tell Oracle Social Network to ignore these email addresses and
domain names so they don't show up in the Recipients list when you're adding an
email to a Conversation or wall. Also, if you're prompted to post outgoing email
messages to Oracle Social Network (see How do I tell Outlook to prompt me to use
Oracle Social Network?), the ignored email addresses and domain names won't
generate a prompt.
You can add email addresses or domain names to the ignore list in the following ways:
2.
In the Select Members dialog, on the Recipients tab, right-click the recipient
whose email address/domain name you want to ignore.
3.
Select Add Invitee to Ignore List or Add Invitee's Domain to Ignore List.
Recipients that match the ignored email addresses/domain names are
immediately removed from the list.
Add, edit, or remove entries in your Posting Email preferences. For more
information, see How do I tell Outlook to prompt me to use Oracle Social
Network?, step 4.
How do I add an Oracle Social Network contact to my Microsoft Outlook Contacts list?
You can accomplish this task wherever people or groups are listed, like on a
Conversation or wall's membership list or on one of the tabs on the View people and
groups panel. This describes how to add an Outlook Contact from the add-in's View
people and groups panel.
1.
2.
Tip: On the Groups tab, double-click a group to open its wall, then click the
Members tab to see its members.
3.
How do I schedule a Microsoft Outlook Calendar meeting through the add-in for
Outlook?
1.
On the People and Groups tab, use Ctrl+Click to select multiple people or
groups.
b.
2.
Finish setting up the meeting as you would for any Outlook Calendar entry.
Note: You can add meeting details from your Outlook Calendar to a Conversation or
wall. For more information, see How do I add email, meeting details, or tasks to a
Conversation or wall?
Where you initiate a new meeting in the add-in affects who is automatically invited to
the meeting and what is included in the invitation. For example:
Right-click a message, and the person who posted the message is automatically
added to the To field in the meeting scheduler. Additionally, a link to the message
is included in the body of the invitation.
Right-click a document, and the person who uploaded the document is added to
the To field in the meeting scheduler. Additionally, a link to the document is
added to the body of the invitation.
Right-click a listed Conversation, wall, collection, or Social Object, and no one is
automatically added to the To field in the meeting scheduler. But a link to the item
that you right-clicked is included in the body of the message.
Tip: You can invite people who use Oracle Social Network using the scheduler's
Attendees list. Select Invite Attendees, then Attendees, and Address Book. In the
Select Attendees and Resources dialog in Outlook Calendar, open the Address Book
menu and select Oracle Social Network under Outlook Address Book (or Other
Address Books).
How do I create a Microsoft Outlook Task from the add-in for Outlook?
You can accomplish this wherever people or groups are listed, like on a Conversation
or wall's list of members or on one of the tabs on the View people and groups panel.
This describes how to create an Outlook Task from the add-in's View people and
groups panel.
1.
2.
3.
4.
Fill out and save the Task form like you would with any other Outlook task.
Right-click an item, person, or group, and select Send Email or Send As Email
(depending on your starting point).
2.
Write and send the message like you would any other Outlook email.
The person, group, or type of item you initiate this action from determines what you
are sending. Table 93 lists people, groups, and item types and describes what occurs
when you select Send Email or Send As Email.
Table 93
What Gets Sent When You Send Email from the Add-In?
Conversation
The name of the Conversation in the Subject field and a link to the Conversation in
the body of the email
Collection
The name of the collection in the Subject field and a link to the collection in the body
of the email
Message
The email address of the person who posted the message in the To field; the name of
the Conversation where the message was posted in the Subject field; and the message
and a link to the message in the body of the email
When recipients click the link, it opens the Conversation where the message was
posted in the web version of Oracle Social Network
Document
The person who uploaded the document in the To field; the name of the Conversation
where the documents was posted in the Subject field; and the document added as an
attachment
Person
Group
2.
2.
Right-click the item, select Like <item_type>, then You like this.
Working Offline
Enter at least two characters in the search box at the top of the add-in.
Top rated results appear in a drop-down list. Click a result to open the item.
2.
If you filtered by a result type, additional sort options are available. Click the
Options menu on the Search Results banner, select Sort, then select a sort option.
Working Offline
Working Offline
, click
, select Offline
Working Offline
To remove changes for a specific item, right-click the item, click Offline Copy,
then click Clear Changes.
To remove all your offline changes at the same time, at the bottom of the panel,
click
, click Offline Copy, then click Clear Changes.
To refresh the offline copy of a specific item, right-click the item, click Offline
Copy, then click Refresh.
To refresh all offline copies at the same time, at the bottom of the panel, click
click Offline Copy, then click Refresh.
To publish changes to all items at the same time, in the banner, click Publish.
To publish changes for a specific item, right-click the item, click Offline Copy,
then select Publish Changes.
Alternatively, while viewing the item, click
then click Publish Changes.
Changes are posted to the live versions of the selected items, and the banner
disappears.
Working Offline
10
Working from Your Desktop
10
These topics introduce the features of Oracle Social Network Desktop and describe
how to use them:
"Getting Help, Support, and Updates for Oracle Social Network Desktop"
Oracle Social Network Desktop is available for both Windows and Mac OS.
2.
Get the installation file from the Downloads page in the web version of Oracle
Social Network:
a.
b.
Click the arrow next to your name at the top of the application, then click
Downloads.
c.
d.
On the resulting page, click the link to download the appropriate installer for
your operating system.
From the Start menu, select All Programs, Oracle Social Network, Oracle Social
Network.
Note: The icon appears in the Dock only if you put it there.
From the Go menu, select Applications, then double-click Oracle Social Network.
Note: A green dot on the icon means you have unread notifications. See Using
Notifications in Oracle Social Network Desktop.
3.
4.
In the User Name field, enter your Oracle Social Network user name.
5.
6.
7.
Click Finish.
You can configure one or more Oracle Social Network accounts and easily switch
between them. For more information, see:
How do I enable account switching when I start Oracle Social Network Desktop?
Description
Overview
New Object
Options menu
Table 101 (Cont.) Icons in the Oracle Social Network Desktop Sidebar
Icon
Name
Description
Flags
Clear My Flags
Favorites
Conversations
Collections
People
Add Contact
Open One-on-One
Conversation
Open Wall
Groups
Table 101 (Cont.) Icons in the Oracle Social Network Desktop Sidebar
Icon
Name
Description
Social Objects
Offline Briefcase
Publish Changes
Unread Messages
Notifications
Table 101 (Cont.) Icons in the Oracle Social Network Desktop Sidebar
Icon
Name
Description
Remove
Settings
Begin Search
Close Other TabsCloses all tabs other than the one you right-clicked.
Mark All as ReadMarks all the messages in the tab you right-clicked as read.
When many tabs are open in the Detail window, an overflow menu appears, which
you can click to see additional open items. To the right of the overflow menu, the
number in the blue box indicates the total number of all unread messages in all
overflow Conversations and walls.
Membership barshows pictures of the item members and an icon for managing
the list of members ( ). For more information, see How do I view and manage an
item's members?
Appears on Conversations, collections, groups, and Social Objects tabs.
Find and navigate toolsenable you to find unread messages, flags assigned to
you, or text within the Conversation or Social Object.
To find unread messages, click the unread messages count in the tab bar, and
use the up and down arrows to navigate through the unread messages.
To find flags assigned to you, click the flag count in the tab bar, and use the up
and down arrows to navigate through your flags.
To find text in the messages or documents, click the search icon in the tab bar,
enter the text you want to search for, press Enter. The matching text is
highlighted in the messages. Use the up and down arrows to navigate through
the results.
Options menu ( )enables you to perform actions on the item, like adding the
item as a favorite or changing the item's settings.
Appears on all tabs except hashtag page tabs, but the options on each menu vary
according to the item type.
Tabsshows lists of associated items (such as messages and documents), but the
tabs vary according to the item type:
DocumentsShows the documents added to the item you're viewing and any
folders that exist.
Referring ItemsShows the items that include the item you're viewing in
their list of related items.
Click your picture in the upper left corner to display your wall. Your profile
information is at the top of your wall. (You can get to anyone's wall and profile by
clicking their name or picture almost anywhere you see them in Oracle Social
Network.)
2.
3.
Edit your profile information as desired. Some information is read-only and can't
be edited.
4.
To change your profile picture, click Change Picture. Select a .gif, .png, or .jpg file.
Your picture is scaled to 150x150 pixels and placed in a circle showing your online
status.
The Crop Picture dialog shows your image with a circle over the area that will
show in Oracle Social Network. You can drag the corners of the crop area to
change the size of your picture, or drag your picture to change the position of the
crop area. When you're happy with the size and position, click Crop.
If you want to remove your profile picture and just use the default avatar, click
Clear Picture.
Note: Your wall is a place where you can post messages and other types of content for
everyone to see. Other people can also post content to your wall, but only if they're
following you. You can turn off the ability for others to post to your wall through
Settings (see How do I control whether other people can post or reply to messages and
documents on my wall?).
In Microsoft Windows: Click the Close icon in the top right of the sidebar.
On a Mac: Click the red close button in the top left of each window.
Exit
You can exit Oracle Social Network Desktop, closing all its windows and discontinuing
pop-up alerts in this session:
In Microsoft Windows: In the system tray, click the Oracle Social Network icon
and select Exit. Click OK in the confirmation dialog.
On a Mac: From the application menu, select Quit Oracle Social Network. Click
OK in the confirmation dialog. Alternatively, right-click the Dock icon, and select
Quit.
3.
Enter the name of the item in the Search Conversations field, or click a filter to
select from a list:
Click the appropriate icon in the sidebar to open the object panel. For example,
click
to open the Conversations panel.
For a description of the icons in the sidebar, see What is the sidebar?
2.
Click
For contacts, enter at least two characters to search for people, then click a person
to add them as a contact.
For Social Objects, select the type of object to create.
3.
4.
Select whether the item is private (only visible to members) or public (visible to
everyone).
Note: This setting doesn't appear for groups.
5.
Select members by moving groups and people to the right column to add them or
to the left column to remove them. Use Ctrl+Click to select more than one person
or group.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
By default, you see a list of recommended members. Click a tab to change your
view:
Alternatively, you can create a new Conversation from the Detail window.
1.
2.
Open the item. For more information, see How do I open an item?
At the top of the item's tab is a membership bar with pictures of all the people who
are members of that item.
2.
Notes:
3.
If you don't see the manage members button ( ) when viewing a group, the
group is managed externally (for example, through LDAP), so you can't
change the membership through Oracle Social Network.
If you're viewing a public item that you haven't joined, you can view the
members by clicking the Options menu ( ), then selecting Show
Membership.
In the Update Members dialog, move groups and people to the right column to
add them or to the left column to remove them. Use Ctrl+Click to select more than
one person or group.
If your administrator has configured the system to allow you to invite users, you
can add someone who isn't an Oracle Social Network user. Enter the person's
email address in the search box, then click Invite email_address. When asked if
you want to send an invitation, click Yes. When you save your changes an email
will be sent to the person inviting them to join Oracle Social Network.
You can also search by entering part of a person's or group's name, and select them
from the list that pops up.
By default, you see a list of recommended members. Click a tab to change your
view:
Tip: You can view the reason for the recommendation by placing your cursor
over the recommendation.
Alternatively, you can remove a member (that was not added as part of a group) by
right-clicking the member in the membership bar, then clicking Remove from <item
type>.
Note: The Remove from <item type> option isn't available if you right-click a member
that was added as part of a group. To remove a member who was added as part of a
group, you must remove the whole group through the Update Members dialog (as
described above).
In-Line Recommendations
You can also add members to a Conversation, collection wall, or Social Object wall by
accepting the recommendations that are sometimes shown in the list of messages
(under Add to this <item type>). Oracle Social Network recommends people to add to
an item based on people you frequently add to other items and actions you have in
common with others (such as being members of the same Conversations).
Each recommendation includes the person's name and the reason they were
recommended. You can perform the following actions:
Click Add to accept the recommendation and add the person to the Conversation.
Click the arrows on either side of the current recommendation to see the previous
or next recommendation.
Open the item. For more information, see How do I open an item?
2.
Click
Note: User walls have followers rather than members, so this setting doesn't apply to
user walls.
select Copy Link. The link to the item is copied to your clipboard, and you can paste it
anywhere you like.
Note: When people click the link, they are taken to Oracle Social Network in their
browser.
Open the item. For more information, see How do I open an item?
2.
In the Detail window, click the Options menu ( ), click Conversation Settings,
then select Rename <Object>.
3.
2.
3.
In the New Conversation dialog box, enter a name, select the visibility, and add
members. For more information, see How do I create an item?
When you create the new Conversation, messages are posted in both the new and the
original Conversations showing a link to the other Conversation.
Alternatively, open the item, click the Options menu ( ), then select Mute <Object>.
To unmute an item:
1. Click the appropriate icon in the sidebar to open the object panel. For example,
click
to open the Conversations panel.
For a description of the icons in the sidebar, see What is the sidebar?
2.
Click the Options menu ( ), and select Muted to show all muted items.
3.
Right-click the item and select Mute <Object> to clear the check mark.
Alternatively, open the item, click the Options menu ( ), then select Mute <Object> to
clear the check mark.
In the Detail window, click the Options menu ( ), click <Object> Settings, then
select Close <Object>.
3.
To reopen an item:
Click the appropriate icon in the sidebar to open the object panel. For example,
click
to open the Conversations panel.
1.
For a description of the icons in the sidebar, see What is the sidebar?
2.
Click the Options menu ( ), then select Closed to show a list of all the closed
items.
3.
4.
In the Detail window, click the Options menu ( ), click <Object> Settings, then
select Reopen <Object>.
Click the appropriate icon in the sidebar to open the object panel. For example,
click
to open the Conversations panel.
For a description of the icons in the sidebar, see What is the sidebar?
2.
Alternatively, open the item, click the Options menu ( ), click <Object> Settings, then
select Discard <Object>.
Open the item. For more information, see How do I open an item?
2.
In the Detail window, click the Options menu ( ), then click Download Archive.
A progress window opens showing the download progress. After the download is
done, you can double-click the archive to open it, or you can right-click it and select to
open the containing folder or remove it from the progress window list.
To work with an archive of an item:
1.
2.
Open index.html.
Clicking a document link opens the copy of the document that is included in the
.zip file. All other links in index.html (user names, like, reply, and so on) open
Oracle Social Network in the browser.
Notes:
You can't make changes to an archive of an item (though you can click a link to
open the item in a browser and make changes there). If you want to be able to
make offline changes, instead add the item to your Offline Briefcase (see Working
Offline in Oracle Social Network Desktop).
You can get back to the progress window after you've closed it by clicking
in
the system tray for Microsoft Windows, or by clicking the Action Menu for Mac,
then clicking File Transfer Progress.
Click the appropriate icon in the sidebar to open the object panel. For example,
click
to open the Conversations panel.
For a description of the icons in the sidebar, see What is the sidebar?
2.
Alternatively, open the item, click the Options menu ( ), then click Add to Offline
Briefcase.
Open the item. For more information, see How do I open an item?
2.
In the Detail window, click the Options menu ( ), then click View in Web
Browser.
Action
Add, download, and manage documents; create and Working with Documents
manage folders
View, add, or remove items related to or referring to Working with Related and Referring Items
the item you're viewing
Table 102 (Cont.) List of Other Things You Can Do in Oracle Social Network Desktop
Action
How do I search?
View and manage collections of items surrounding a Using Collections in Oracle Social Network Desktop
topic
View and manage your contacts; view a person's
profile and post to his or her wall; manage the
people you're following and see who's following
you
Save items to a briefcase and view and contribute to Working Offline in Oracle Social Network Desktop
them offline
Receive and respond to notifications about Oracle
Social Network activity
View, manage, and switch between the accounts you Managing Your Account in Oracle Social Network Desktop
use to connect to Oracle Social Network Desktop
Configure settings for things like security,
notifications, and conferences
Open the Conversation or wall. For more information see How do I open an item?
A Conversation has the message text box at the bottom of the window. A wall has
the message text box at the top of the window.
Note: If you don't see a text box at the top of someone's wall, you aren't following
the person or the person doesn't allow other people to post to his or her wall.
2.
to remove formatting.
For example, when you cut-and-paste content, it can carry over undesirable
formatting from the source. You can easily remove that formatting by selecting
it and clicking
.
Click
The Rich Text Editor offers a richer set of text formatting toolsfor example,
bullets and numbering optionsto post a more formally formatted message.
Click
to add a link to an Oracle Social Network Conversation, wall, or
document.
For more information, see How do I post a link to a Conversation, wall, or
document?
Click
Click
Click
to add a document.
For more information, see How do I add documents from the Messages or
Wall tab?
Note: Under the text box there's also a control to create a new Conversation, split off
from the existing item ( ). For more information, see How do I split a Conversation
off from an existing Conversation or wall?
Click the appropriate icon in the sidebar to open the object panel. For example,
click
to open the Conversations panel.
For a description of the icons in the sidebar, see What is the sidebar?
The number of unread messages in each object appears in a blue box (
the object name.
) next to
2.
Filter the view to show only items with unread messages. Click
Unread.
, select Only
3.
By default, the list is sorted in descending order (objects with the most unread
posts are listed first).
Note: Your sort settings are saved and applied whenever you view the
Conversations panel.
To jump directly to the previous or next unread message, click the unread
messages count in the tab bar, and use the up and down arrows to navigate
through the unread messages.
To mark a message as read, click the to the left of it, right-click the message and
select Mark Message as Read, or click
More and select Mark Message as
Read.
To mark all messages as read, click
in the header.
This number shows how many unread messages there are in the current
Conversation. Once you click this number, it resets to zero and all messages in the
current Conversation are marked as read.
You can also click
If you want a message status to be unread, but you've already marked it as read,
you can right-click the message and select Mark Message as Unread, or click
More and select Mark Message as Unread. This works only with messages others
have posted and not your own posts.
Tip: For information on marking messages as read automatically when you view
them, see How do I set up when to mark messages as read?
You can also like an item from the Overview panel (click
in the sidebar).
Tip: To see who has liked a message, click the link that shows the number of people
who have liked it.
Open the Conversation or wall. For more information see How do I open an item?
You can also reply to an item from the Overview panel (click
in the sidebar).
2.
Click
Reply under the message (or right-click the message, then click Reply)
to open a reply entry field.
3.
Open the Conversation or wall. For more information see How do I open an item?
2.
3.
In the resulting dialog, select a source for the Conversation, wall, or document.
Recent ItemsSelect from a list of items you have recently interacted with.
Recent DocumentsSelect from a list of documents you have recently
viewed.
FavoritesSelect from the items you have marked as a favorite.
Search ResultsEnter a search term in the Search field at the top of the
dialog; results appear on the Search Results tab.
4.
Select the item you want to link to, and click OK.
5.
Open the Conversation or wall. For more information see How do I open an item?
2.
3.
This minimizes all Oracle Social Network Desktop windows, and provides you
with, by default, five seconds to arrange your desktop for the snapshot. You can
configure the waiting period in your settings. For more information, see How do I
set the time to delay before a snapshot is taken?
4.
Optionally, crop the screen capture by clicking and dragging over the area you
want to use.
Note: You can drag the edges of the snapshot window to make it larger and
magnify the snapshot.
5.
Optionally, in the text box at the bottom of the Snapshot Editor, enter a message to
include with the image.
Tip: When you type a hashtag (#) and at least one letter, you see suggestions of
hashtags that other people have used. For more information on hashtags, see What
are hashtags (#) and how do I use them?
How do I select the language for system messages for a Conversation or wall?
Imagine that you and your colleagues post messages and documents in one language,
but system messages keep appearing in another. You can easily change the language
for these messages.
1.
Open the Conversation or wall. For more information see How do I open an item?
2.
Click the Options menu ( ), click <Object> Settings, click Change <Object>
Language, then select a new language.
When you change the language for an item, new system messages appear in the new
language. System messages posted before the language change remain in the language
they were in when posted. Messages, files, button labels, and links are not affected by
an item language change.
Note: Selecting a language for system messages affects all members' views of the item.
Click the document image to open the document in the web version of Oracle
Social Network.
Under the document, click Open; or right-click the document, then select Open
Document to open the document in it's native application.
If the document is from a cloud document store, the right-click option might be
Open Document in Cloud Document Store, where Cloud Document Store is the
name of the cloud document store, and the document opens in the cloud
document store's viewer.
Note: If Oracle Social Network can't find an application associated with the file
type, you are prompted to select an application (for Windows) or you are taken to
the file in Finder (for Mac).
3.
Click
4.
Note: When you open a folder, a breadcrumb appears at the top of the Documents tab
to show you where you are in the folder structure. To return to a parent folder, click
the folder name in the breadcrumb.
To delete a folder:
You can delete folders you created (so long as it doesn't include anyone else's
documents or folders) or folders on your profile wall.
Note: If you are a service administrator, you can delete any folder.
To delete a folder, right-click the folder, then click Delete.
Before you can copy files from your cloud document store, your administrator
must enable this action and you must provide your cloud document store login
(for more information, see How do I allow Oracle Social Network to access my
cloud documents?).
Documents formatted in Google's proprietary format are automatically converted
to PDF when added to Oracle Social Network. You can't copy Google proprietary
format documents back to Google Drive, but you can copy the PDF version of
these documents. Unlike other file types, Google proprietary documents converted
to PDF are not automatically returned to their original location in Google Drive.
If you add a document with the same name as one that was previously added
from a local file system, a new version is created. However, if the document of the
same name was added from a cloud document store, you receive an error. You
must rename your local document or add the new version to the cloud document
store.
To add documents:
1.
Open the item that you want to add the document to. For more information see
How do I open an item?
2.
Alternatively, on the Documents tab, navigate to the folder where you want to add
documents, then click
at the top of the tab.
3.
4.
5.
If you're uploading a document from your desktop you can prevent people from
downloading or copying the file by selecting Disable download and copy.
6.
When you type a hashtag (#) and at least one letter, you see suggestions of
hashtags that other people have used. For more information on hashtags, see
3.
Click More under the document, or right-click the document, then click Delete.
2.
a.
Click the version number link next to the document name, or right-click the
document, then select Show All Versions.
b.
To restore a document:
To restore a deleted document, on the Messages tab, locate the deleted message icon
(
) where the document message used to be, click
, then confirm that you want
to restore the document.
Note: Only a service administrator, the person who posted the document, or the
person who deleted the document can restore the deleted document.
Open the item that includes the documents or folders you want to copy. For more
information see How do I open an item?
2.
3.
4.
Right-click your selection, select Copy, then select whether to copy the selected
documents and folders to a new Conversation or an existing Conversation.
5.
If you selected Copy to New Conversation, enter the information for the new
Conversation. If you selected Copy to Existing Conversation, select the
Conversation you want to copy the documents and folders to.
Open the item that includes the documents or folders you want to move. For more
information see How do I open an item?
2.
3.
4.
Right-click your selection, then select Move. In the dialog, select the folder you
want to move the documents and folders to, or click New Folder to create a new
folder.
Alternatively, to move documents and folders to a subfolder, drag them to the new
folder.
Open the item that includes the documents or folders you want to download. For
more information see How do I open an item?
2.
3.
Select one or more documents and folders, right-click your selection, then select
Download.
Note: If you select a folder or more than one document, the selected items are
downloaded as a .zip file.
Alternatively, to download a single file, click Download under the file.
A progress window opens showing the download progress. After the download is
done, you can double-click the document to open it, or right-click it and select to open
the containing folder or remove it from the progress window list.
Note: If the document is from a cloud document store, a browser window opens,
where you can download the file or view the online preview of the file.
Alternatively, while viewing messages, right-click a document, then select Download
Document, or click
More and select Download Document.
Note: You can get back to the progress window after you've closed it by clicking
in the system tray for Microsoft Windows, or by clicking the Action Menu for Mac,
then clicking File Transfer Progress.
How do I copy files from Oracle Social Network to my cloud document store?
1.
Open the item that includes the files you want to copy. For more information see
How do I open an item?
2.
3.
Right-click the files, select Copy, then select Copy to Cloud Document Store,
select a cloud document store from the list, then select a location, and click OK.
Alternatively, if you originally copied the document from a cloud storage provider,
you can select Copy Back to <Cloud Document Store> to copy the file back to the
location it came from.
A progress bar at the top of the Detail window shows the upload progress.
Open the item that includes the document you want to view. For more information
see How do I open an item?
2.
3.
Click the version number link, or right-click the document, then select Show All
Versions.
4.
To hide the versions, click the version number link again; or right-click the document,
then select Show Latest Version.
Open the item that includes the document for which you want to see the access
history. For more information see How do I open an item?
2.
3.
Click More under the document, or right-click the document, then select Access
History.
The Access History dialog you see who viewed, copied, or added new versions of
the document along with the date and time they did so.
4.
To filter the list by a type of activity, click All Activity and select an activity type.
Open the Conversation or wall. For more information see How do I open an item?
2.
3.
Click More under the document, or right-click the document, then select Go to
Comment.
Open the collection or Social Object. For more information see How do I open an
item?
2.
In the Detail window, if the tab isn't already open, click the Related Items tab to
show the list of items that has been added to the item you're viewing.
Open the item. For more information see How do I open an item?
2.
In the Detail window, click the Referring Items tab to show the list of items that
the item you're viewing has been added to.
Open the item to which you want to add the related or referring item. For more
information see How do I open an item?
2.
Click the appropriate tab (Related Items or Referring Items) tab, then click
Note: Referring items are available only for collections and Social Objects.
3.
4.
Search ResultsEnter a search term in the Search field at the top of the
dialog; results appear on the Search Results tab.
Open the item to which you want to add the related or referring item. For more
information see How do I open an item?
2.
Click the appropriate tab (Related Items or Referring Items) tab, click
select the type of item you want to create.
, then
Note: Referring items are available only for collections and Social Objects.
3.
In the dialog, enter a name, set the visibility, and add members.
How do I search?
1.
Enter at least two characters in the search box at the top of the sidebar.
Top rated results appear in a drop-down list. Click a result to open the item in the
Detail window.
2.
3.
Optionally, select a filter from the Show menu to show a particular result type (for
example, Conversations or documents).
4.
After filtering by a result type, you see some additional sort and filter options:
If you don't see an option that applies to your selected item type, click
more options.
to show
Click
2.
Only UnreadWhen selected, view only the Conversations and walls you're
a member of that have unread messages.
Message PreviewWhen selected, shows a preview of the latest message
posted to each Conversation and wall you're a member of.
Note: These options are saved and applied whenever you view the Overview.
Working from Your Desktop 10-27
If the flag icon is not hollow ( )that is, it's a solid color, possibly with
secondary marker on itthen one or more flags are assigned on the message.
Please Reply - UrgentLook at this now, and let me know what you think
immediately. (An email notification is always sent for Please Reply - Urgent flags.)
To get more information about a flag, you can either mouse over the flag to see a
tooltip (for example, "For Your Information flag for another from Name.") or click the
flag icon, then click Manage Flags to see all the flag assignments.
Click
in the sidebar to open the Flags panel, where you can see a list of all the
flags assigned to you, all the flags you assigned, or a subset of these.
Note: The number displayed on the flag icon in the sidebar shows how many flags
are assigned to you.
2.
To search for someone, enter part of the person's name in the search box.
Note: Although you can remove existing Please Reply and Please Reply - Urgent flags
in closed Conversations, you can't assign new ones. You can assign only For Your
Information flags in closed Conversations. For information on closing or reopening a
Conversation, see How do I close or reopen an item?
To clear flags assigned to you on one or more messages from the Flags panel:
1. Click
in the sidebar to open the Flags panel.
2.
If necessary, select a view from the Options menu ( ): Flags for You or Flags You
Assigned.
3.
Select the flags you want to clear (using Ctrl+click or Shift+click), then click
the top of the Flags panel).
(at
Click
in the sidebar to open the Favorites panel, where you can see a list of
items you've marked as favorites.
2.
Use the Options menu ( ) to filter the list by item type (for example, messages or
Conversations).
You can also sort the list by the date the favorite was added or by the item name,
in ascending or descending order.
Note: Your sort settings are saved and applied whenever you view the Favorites
panel.
Click the appropriate icon in the sidebar to open the object panel. For example,
click
to open the Conversations panel.
For a description of the icons in the sidebar, see What is the sidebar?
2.
Click
in the sidebar to open the Conversations panel, where you can see all
the Conversations you have access to.
2.
Use the Options menu ( ) to change the view of the Conversations panel:
OpenView all Conversations that are open for additions and posts
Note: Your sort and message preview settings are saved and applied whenever you
view the Conversations panel.
Anywhere you see a person's picture (except in the Overview panel), right-click it,
then select Open One-on-One Conversation.
When someone starts a one-on-one Conversation with you, it opens a new tab in the
Detail window. If you're already looking at another Conversation, the tab with the
one-on-one opens in the background so you can keep working in the current
Conversation. For information, see How do I get One-on-Ones to open automatically
when new messages are posted?
You must enter and save your web conference account information in the web
version of Oracle Social Network. For more information, see How do I configure
conference account settings?
1.
Open the Conversation or wall where you're going to start a web conference.
2.
3.
In the Start Conference dialog, correct the values as necessary, then click Start.
Your web conference application opens.
Note: The banner at the top of the Conversation or wall appears while the conference
is running. You can join (or rejoin) the conference from the banner, or you can dismiss
the banner.
2.
Click
in the sidebar),
To close a Conversation, open the Conversation, click the Options menu ( ), click
Conversation Settings, then select Close Conversation.
To reopen a Conversation, open the closed Conversation, click the Options menu ( ),
click Conversation Settings, then select Reopen Conversation.
For more information, see How do I close or reopen an item?
in the sidebar.
The Options menu under the Collections banner ( ) has filters for adjusting your
view of the collections list.
Table 103
Description
Yours
Available
View all collections that are available to you to join (also called public collections)
Favorites
Muted
Open
View all collections that are open for additions and posts
Closed
Arrange the collections on the list by when a collection was last updated
Arrange the collections on the list by the number of currently active members
Only Unread
Message Preview
When selected, shows a preview of the latest message posted to each collection's
wall
Note: Your sort and message preview settings are saved and applied whenever you
view the Collections panel.
When you create the new Conversation, messages are posted both in the new
Conversation and on the wall of the original collection showing a link to the other
item.
Open the collection, click the Options menu ( ), then click Download Archive.
For more information, see How do I download an archive of an item?
Note: You can't make changes to an archive of a collection (though you can click a link
to open the collection in a browser and make changes there). If you want to be able to
make offline changes, instead add the item to your Offline Briefcase (see Working
Offline in Oracle Social Network Desktop).
in the sidebar.
Viewing Option
Description
Contacts
Recommendations
Your Followers
The Options menu under the Contacts banner ( ) has additional filtering and sorting
options for adjusting your view of the list.
Table 105
Description
Online Only
When selected, view everyone, whether online or off. When not selected, show only
contacts who are online.
Description
Sort the list, putting all those online first, away second, and offline last
Note: Your online only preferences and sort settings are saved and applied whenever
you view the Contacts panel.
Here's a short list of what you can do on the People panel in Oracle Social Network
Desktop:
Table 106
Action
Wherever an option to view a person's wall is available, rather than seeing the option
View Wall, for outside users you'll see View Profile. That's because outside user's
don't have walls where you can post messages.
Since outside users do not have walls they can post to, you won't see Follow or
Following buttons on their profile page. Instead, you'll see Add to Contacts or
Remove from Contacts buttons.
Click
2.
Click the person's picture to open his or her wall in the Detail window. For more
information, see What is the Detail window?
3.
4.
Click
2.
Click
3.
4.
Click a name in the results list to add that person to your contacts.
Each recommendation includes the person's name, the reason they were
recommended, a Follow button, and an Ignore button.
Note: When you ignore a recommendation, the person might be recommended again
in the future based on additional activity by you or the other person.
Click
Click
The Options menu under the Groups banner ( ) has filtering and sorting options for
adjusting your view of the groups list.
Table 107
Description
Yours
Favorites
Muted
Arrange the groups on the list by when a group wall was last updated
Only Unread
When selected, shows only groups with unread messages on their walls
Message Preview
When selected, shows a preview of the latest message posted to each group's wall
Note: Your sort, message preview, and deactivated groups settings are saved and
applied whenever you view the Groups panel.
Here is a short list of things you can do on the Groups panel.
Table 108
Short List of Things You Can Do on the Groups Panel in Oracle Social Network Desktop
Action
Open the group. For more information, see How do I open an item?
2.
3.
4.
To change the group's picture, click Change Picture. Select a .gif, .png, or .jpg file.
The picture is scaled to 150x150 pixels.
The Crop Picture dialog shows your image with a circle over the area that will
show in Oracle Social Network. You can drag the corners of the crop area to
change the size of your picture, or drag your picture to change the position of the
crop area. When you're happy with the size and position, click Crop.
If you want to remove the group's picture and just use the default avatar, click
Clear Picture.
Open the group. For more information, see How do I open an item?
2.
In the Detail window, click the Member Of tab to see a list of all the
Conversations, Social Objects, collections, and other groups this group is a
member of.
To unmute a group, view the Muted groups in the Groups panel, right-click the group
you want to unmute, then select Mute Group to clear the check mark.
For more information, see How do I mute or unmute an item?
Note: If you don't see the Group Settings option, the group is managed externally (for
example, through LDAP), so you can't activate or reactivate the group through Oracle
Social Network.
To reactivate a group, open the deactivated group, click the Options menu ( ), click
Group Settings, then select Activate Group.
Tip: If you don't see deactivated groups on the Groups tab, click the Options menu
( ), then select Show Deactivated Groups.
on the sidebar.
To narrow the list to a selected type or group of related types of Social Object, open the
selection list in the Social Objects banner and select a Social Object type or group of
types.
Description
Yours
View all Social Objects of the selected type that you are a member of
Available
View all Social Objects of the selected type that are available to you to join (also
called public Social Objects)
Favorites
View all Social Objects of the selected type you have marked as a favorite
Muted
View all Social Objects of the selected type you have muted
Open
View all Social Objects of the selected type that are open for additions and posts
Closed
View all Social Objects of the selected type that are closed to additions and posts
Arrange the Social Objects on the list by when a collection was last updated
Arrange the Social Objects on the list by the number of currently active members
Arrange the Social Objects on the list by the number of unread posts
Only Unread
Message Preview
When selected, shows a preview of the latest message posted to each Social Object's
wall
See How do I show or hide message previews and summary information in my list
of Social Objects?
Summary Information
When selected, shows the details associated with each Social Object in the list of
Social Objects
For example, a Job Candidate Social Object includes field labels and values, like
Open Position: System Administrator, Job Classification: MGR4, and so on. These
labels and values appear in the list of Social Objects when Summary Information is
set to show.
Note: The field labels and values that show depend on how the Social Object type
was defined. So sometimes you may see a lot of summary information on one type
of Social Object, while seeing no summary information on another.
(See on page 47)
Note: Your sort, message preview, and summary information settings are saved and
applied whenever you view the Flags panel.
How do I show or hide message previews and summary information in my list of Social
Objects?
When you're looking at the list of Social Objects, you may see a preview of the latest
message posted to each object's wall (Message Preview) and all the field labels and
values associated with the object (Summary Information). You can control your view
of the Social Objects list to show or hide any of this information.
Note: For Summary Information, the field labels and values that show depend on how
the Social Object type was defined when it was created. So sometimes you may see a
lot of summary information on one type of Social Object, while seeing no summary
information on another type.
1.
Click
2.
Optionally, select a type of Social Object to show from the selection list in the
banner.
3.
Click
on the sidebar.
, then:
Select or clear Message Preview to show (select) or hide (clear) the latest
message posted to each Social Object's wall.
Select or clear Summary Information to show (select) or hide (clear) the field
labels and values associated with each Social Object.
For example, a Job Candidate Social Object includes field labels and values,
like Open Position: System Administrator, Job Classification: MGR4, and so
on. These labels and values appear in the list of Social Objects when Summary
Information is set to show.
in the sidebar),
To unmute a Social Object, view the Muted Social Objects in the Social Objects panel,
right-click the Social Object you want to unmute, then select Mute Social Object to
clear the check mark.
For more information, see How do I mute or unmute an item?
How do I view a Social Object in the web version of Oracle Social Network?
Open the Social Object, click the Options menu ( ), then click View in Web Browser.
Your browser opens to the selected Social Object.
For more information, see How do I view an item in the web version of Oracle Social
Network?
For information about adding an item to your Offline Briefcase, see How do I add
an item to my Offline Briefcase?
For information on downloading an archive, see How do I download an archive of
an item?
Only the Messages/Wall, Documents, and Related Items tabs appear in the
Detail window.
The members bar isn't shown.
You can search for unread and flagged messages, but you can't search for text in
Conversation. For information on search, see How do I search?
Documents open locally rather than in the web version of Oracle Social Network.
Once you make offline additions, a banner appears at the top of the Conversation
or wall. The banner shows forward and back buttons, which you can use to
navigate directly to your offline additions.
While viewing the item in the Detail window, click the Options menu ( ), then
click Add to Offline Briefcase.
While viewing a list of items (for example, on the Conversations panel), right-click
the item, then click Add to Offline Briefcase.
Add items in the Offline Briefcase panel:
1.
2.
Click
3.
In the Add to Briefcase dialog, either search for an item or select a source:
Note: If there are related Conversations associated with the item you add to your
offline briefcase, you'll be asked if you want to add the related Conversations to your
briefcase as well.
2.
2.
Click
Rather than refreshing all offline items at once, you can instead select one offline item
and refresh just that.
1.
2.
2.
Rather than publishing all offline changes at once, you can instead select one offline
item and publish just the changes to that item.
1.
2.
2.
When someone assigns a Please Reply - Urgent flag to you, you can click a link in
the pop-up alert to navigate to the message that was flagged.
When you're added to a Conversation or Social Object, this can trigger a pop-up
alert that provides a link to the Conversation on your desktop or to a Social Object
in your browser.
You may receive a pop-up alert saying you missed a One-on-One message while
you were offline. The alert provides a link to the Conversation, so you can easily
navigate to the missed message.
):
Click
2.
Click
2.
On the Notifications tab ( ), select Show pop-up alerts to turn pop-ups on; clear
Show pop-up alerts to turn pop-ups off.
Optionally, when you select to show pop-up alerts:
Set the number of seconds to show an alert next to Dismiss after (seconds).
Click
2.
3.
Under Notify me when someone, select the events that should trigger a
notification:
4.
Optionally, click Restore Defaults to reset these triggers to their original values.
on the sidebar.
A maximum of 100 notifications is shown; when this limit is reached, the oldest
message is removed as each new message arrives.
The notifications list is cleared when you disconnect from the account that supplied
them or when you exit Oracle Social Network Desktop.
Showing or hiding the Manage Accounts dialog at future start-ups (for more
information, see How do I enable account switching when I start Oracle Social
Network Desktop?)
Selecting the account you want to use in this session (for more information, see
How do I enable account switching when I start Oracle Social Network Desktop?)
Saving your password for future sessions (for more information, see How do I
save my password in Oracle Social Network Desktop?)
Working offline (for more information, see How do I work offline in Oracle Social
Network Desktop?)
If you have just one account, you may want to save your password and disable
account switching. If you have multiple accounts, you may want the Manage Accounts
dialog to show at the start of each session so you can select the account to use (see
How do I enable account switching when I start Oracle Social Network Desktop?).
How do I enable account switching when I start Oracle Social Network Desktop?
You can select to always show the Manage Accounts dialog at start-up so that you can
select the account you want to use in the current session.
1.
At the top of the sidebar, open the Accounts menu and select Manage Accounts.
2.
At the top of the sidebar, open the Accounts menu, then select Manage Accounts.
2.
At the top of the sidebar, open the Accounts menu, then select Manage Accounts.
2.
3.
In the Server URL field, enter the URL to your Oracle Social Network account,
then click Next.
5.
6.
In the User Name field, enter your Oracle Social Network user name.
7.
8.
9.
Click Finish.
If you have multiple accounts, you may want the Manage Accounts dialog to show at
the start of each session so you can select the account to use (see How do I enable
account switching when I start Oracle Social Network Desktop?).
At the top of the sidebar, open the Accounts menu and select the account you
want to switch to.
2.
If you haven't saved the selected account's name and password, a dialog will open
and you can enter them there.
At the top of the sidebar, open the Accounts menu and select Manage Accounts.
2.
3.
Click OK.
At the top of the sidebar, open the Accounts menu and select Manage Accounts.
2.
From the Account list, select the account you want to delete.
3.
Click
2.
On a Mac: Open the Oracle Social Network menu, and choose Preferences.
Conversations
See the following sections for information on Conversations settings:
How do I get One-on-Ones to open automatically when new messages are posted?
Walls
See How do I control whether other people can post or reply to messages and
documents on my wall?
Conferences
See How do I automatically log in to conferences?
Cloud Documents
See How do I allow Oracle Social Network to access my cloud documents?
Notifications
See the following sections for information on Notification settings:
):
How do I get Oracle Social Network Desktop to start when I log in to my computer?
In Settings, you can set an option to start Oracle Social Network Desktop once you log
in to your computer.
1.
Click
2.
3.
Click OK.
Click
2.
3.
Click OK.
Your status changes to Awaya partial yellow circlewhen you haven't used your
keyboard or mouse within the time you specify here. Your status changes to Offlinea
gray half-circlewhen you log out of Oracle Social Network.
1.
Click
).
2.
For Change status to Away after, select a number of minutes from 1 to 100 (the
default is 10).
3.
Click OK.
Click
).
2.
3.
4.
Click OK.
You can also grab the title area of the sidebar and move it to a new location.
):
How do I get One-on-Ones to open automatically when new messages are posted?
Click
2.
3.
).
Click OK.
Click
).
2.
Next to Delay before snapshot capture (seconds), select the number of seconds to
wait after you've clicked the Grab snapshot icon.
3.
Click OK.
Click
2.
).
Use Post button (Enter creates a new line)Select this option to post
messages using the Post button.
Use Enter key (Shift+Enter creates a new line)Select this option to post
messages using your Enter key.
3.
If you want to be able to press ESC to cancel a message before you post it, select
Clear post text when hitting ESC key. When this option is selected, pressing ESC
clears your text, and, for replies, closes the editor.
4.
Click OK.
How do I get One-on-Ones to open automatically when new messages are posted?
You can set Oracle Social Network Desktop to open the One-on-One Conversation in
the Detail window and bring it forward, or to play a sound when a new message
arrives in one of your One-on-One Conversations. You can select one option, both
options, or neither option.
1.
Click
).
2.
3.
Select Bring window to top to open the One-on-One Conversation in the Detail
window and bring it forward when a new message is added to any of your
One-on-One Conversations.
4.
Click OK.
How do I control whether other people can post or reply to messages and documents
on my wall?
Use Walls settings to control whether other people can post or reply to messages and
documents on your wall:
1.
Click
).
Alternatively, while viewing your wall, click the Wall Settings button or click the
Options menu ( ), then click Wall Settings.
2.
Under Post on your wall, specify whether other people can post messages on your
wall.
3.
Under Reply on your wall, specify whether other people can reply to messages or
annotate documents on your wall.
4.
Click OK.
1.
Click
2.
3.
In the Site Name field, enter the name of your conference instance.
).
5.
6.
Click OK.
For information about starting a conference, see How do I start a web conference?
Getting Help, Support, and Updates for Oracle Social Network Desktop
these documents. Unlike other file types, Google proprietary documents converted
to PDF are not automatically returned to their original location in Google Drive.
Annotation marks and comments are not included when you copy from Oracle
Social Network back to a cloud document service.
Click
2.
In the Service Name list, select the type of cloud document service you want to
connect to.
3.
to open the Settings window, then click the Cloud Documents tab (
).
For Dropbox or Google Drive, click Configure. The web version of Oracle
Social Network opens. Click Authorize, log in to your account, then click
Accept.
For other cloud document services, enter your username and password, then
click OK.
The next time you add a document in Oracle Social Network, you'll be able to access
your documents in the cloud in the file picker.
):
Click
2.
3.
4.
Click OK.
Getting Help, Support, and Updates for Oracle Social Network Desktop
How can I get help with Oracle Social Network Desktop?
The Help menu (
) has a few options for getting help with your social network:
Select Online Help to navigate to the Help Center, where many topics are
available that describe features and step you through their use.
Select Community to navigate to Oracle Social Network community forums,
where you can talk about your experience with fellow users and experts.
Select Support for information about how to get support and for access to
troubleshooting logs to help in diagnosing problems.
Select About Oracle Social Network to get version information and to download
the latest available version.
Getting Help, Support, and Updates for Oracle Social Network Desktop
Click
2.
3.
Click
2.
In the About dialog, click Check for Update and follow prompts.
11
Using Oracle Social Network on Your iPhone
11
These topics provide information about the features of Oracle Social Network on your
iPhone and describe how to use them.
2.
3.
Conversations.
.
2.
Tap
11-1
3.
4.
In the Add Members dialog, select the people or groups you want to add.
By default, you see Recommendations, which shows a list of recommended
members. Oracle Social Network generates the recommendations list based on
actions that might affect who you add to a Conversationthe person is one of
your contacts, similar Conversations the person is a member of, and other
common actions.
To view a list of your contacts or groups, tap More, then select the list you want to
see.
Alternatively, search for a person or group to add.
To view the list of people and groups you've selected, tap > next to <Number>
selected.
Note: People outside your company have a special avatar ( ) and their names
are in purple text. If you add an outside user to a Conversation, a banner stating
"Visible to outside users." appears at the top of the Conversation and any
associated message dialogs.
5.
Tap Add.
In-Line Recommendations
You can also add members to a Conversation by accepting the recommendations that
are sometimes shown in the list of messages (under Add to this Conversation). Oracle
Social Network recommends people to add to a Conversation based on people you
frequently add to Conversations and actions you have in common with others (such as
being members of the same Conversations).
Each recommendation includes the person's name and the reason they were
recommended. You can perform the following actions:
Tap Add to accept the recommendation and add the person to the Conversation.
3.
4.
Tap
Tap the person you want to start a One-on-One Conversation with to open their
profile.
3.
Conversations.
Swipe left on the Conversation you want to mute, then tap Mute.
Conversations.
1.
2.
Tap Muted.
3.
Swipe left on the Conversation you want to unmute, then tap Unmute.
Tip: When you type a hashtag (#) and at least one letter, you see suggestions of
hashtags that other people have used. For more information on hashtags, see What
are hashtags (#) and how do I use them?
Note: If you don't see
in the bottom bar of someone's wall, you aren't
following the person or the person doesn't allow other people to post to his or her
wall.
3.
Tap Post.
11-3
To reply to a message:
1. Tap
under the message you want to reply to.
2.
1.
2.
3.
Notes:
Any special formatting on a message is lost when you edit the message.
To delete a message:
You can delete messages you posted or messages on your profile wall.
Note: If you are a service administrator, you can delete any message.
1.
Tap
2.
Tap Delete.
2.
3.
Tap
4.
5.
Tap Post.
3.
4.
Tap
3.
2.
If you want a message status to be unread, but you've already marked it as read, you
can return the message to unread by tapping
under the message, then tapping
Mark as Unread. This works only with messages others have posted and not your
own posts.
Apps
2.
Conferences.
2.
Collections.
2.
3.
4.
Collections.
2.
Tap
11-5
3.
4.
2.
3.
4.
2.
Tap
3.
4.
2.
Tap
to create a new message, or tap More, then tap Documents to add items
from the Documents panel.
3.
Tap
(at the top of the message or at the bottom of the Documents panel), then
select one of the following options:
To add a new photo or video, tap Take Photo or Video, take the photo or
video, then tap Use Photo.
To add an existing photo or video, tap Choose Photo or Video, select one or
more photos or videos, then tap Done.
To add a voice message, tap Record Voice Message. Tap Start Recording. If
necessary, allow Oracle Social Network to access your microphone. Record
your message. Tap Stop Recording. Tap Use.
If you want to crop or rotate your photo, tap the photo thumbnail, then tap Edit.
Edit mode opens.
Tap
to crop your photo vertically. Tap again to crop your photo
horizontally.
Tap
5.
Tap Post.
2.
3.
4.
In the Open In dialog, you can change the file name and add a description.
5.
If you select a location that is visible to people outside your company, you
see a banner stating "Visible to outside users." at the top of the Open In
dialog. When you tap Upload, you are warned that the document will be
visible to outside users. Tap Yes if you want to post the document.
2.
Alternatively, while viewing the document, tap the action icon, then tap Copy
Document, and select where you want to copy the document to.
11-7
2.
Swipe left on the file you want to delete, then tap Delete.
You can also delete a document while viewing it, by tapping the action button, then
tapping Delete.
Note: If you don't see the Delete option when working with a document on someone's
wall, the person doesn't allow other people to post to (or change) his or her wall.
2.
2.
Swipe left on the file you want to delete, then tap Access History.
2.
Tap
3.
Tap
Tap
Tap
Tap
Tap
Tap
to open the comment box. Add comment text, then tap Save.
Tip: When you type a hashtag (#) and at least one letter, you see suggestions of
hashtags that other people have used. For more information on hashtags, see What
are hashtags (#) and how do I use them?
4.
To view annotations:
Open the annotated document or tap
Tap
3.
Tap All annotations to show all the annotations on the document, No annotations
to hide all the annotations, a person's name to view annotations published by that
user, or Unpublished annotations to see the annotations that have not been
published yet.
Note: Tap
2.
To stop following the other person's movement through a file, open the co-browsing
menu, and tap the name of the person you're browsing with.
2.
3.
Conversations.
Note: When you open a folder, a breadcrumb appears at the top of the Documents tab
to show you where you are in the folder structure. To return to a parent folder, tap the
folder name in the breadcrumb or tap the document icon to return to the top-level
folder.
You can delete folders you created (so long as it doesn't include anyone else's
documents or folders) or folders on your profile wall.
Notes:
11-9
2.
3.
4.
5.
Tap Save.
Note: To add a new photo, tap your picture, then tap Take Photo or Choose Photo.
Move or scale your image, then tap Choose.
Tap
Note: Alternatively, tap a person's name or picture wherever you see it, to open that
person's profile.
To post to another person's wall:
1. Open the person's profile.
2.
3.
4.
5.
Tap Post.
Note: Outside users (people outside your company) have profiles, but they don't have
walls. Outside users' names appear in purple text, and they have icons ( ) after their
names. If you want to post something to an outside user, you can do so through a
one-on-one conversation. For more information, see How do I open a One-on-One
Conversation?
2.
3.
Tap Post.
- A full green circle around the person's picture shows that the person is
available (logged in to and currently interacting with Oracle Social Network).
- A three-quarter yellow circle around the person's picture shows that the
person is idle (logged in to but not currently interacting with Oracle Social
Network).
- A half gray circle around the person's picture shows that the person is offline
(not logged in to Oracle Social Network).
People.
2.
3.
4.
In the results list, select the people you want to add, then tap Add.
People.
Open the person's profile by tapping their name or picture wherever you see it.
2.
Groups.
Using Oracle Social Network on Your iPhone 11-11
2.
3.
4.
5.
6.
Tap Done.
The new group opens and you are added to the group.
Groups.
2.
3.
4.
5.
In the list of Contacts, select the people and groups you want to add.
Tap Add.
To remove members:
1. Open the group.
2.
3.
4.
Tap
5.
Tap Done.
Tap
next to the person you want to flag, then select the type of flag to assign:
- Please reply
To clear a flag:
1. Navigate to the flag you want to clear:
Flags.
By default, you see the flags assigned to you. To clear a flag you assigned to
someone else, tap Filter, then tap Flags You Assigned.
2.
3.
Tap
2.
2.
For Messages, next to the message you want to mark as a favorite, tap
Favorites.
You can also view your favorites from the Collections or Conversations pages by
tapping Favorites on the segment bar.
2.
3.
Optionally, you can filter by object type by tapping More, then tapping an object
type.
4.
Optionally, you can sort the results by tapping Sort, then tapping a sort order
(Relevance or Date).
5.
Search.
Tap a hashtag to open a page with all messages that include that hashtag.
You can mark an object in the list of search results as a favorite by tapping
the result. For more information, see How do I view my favorites?
next to
forms. How do you find what everyone is saying about all those things? You use a
hashtag. Every time you or your colleagues say something about some form of
discount, you include the hashtag #discounts. You can then search for #discounts and
get a list of all messages in otherwise unrelated Conversations and walls that contain
the hashtagged term.
Adding Hashtags
You can add one or more hashtags to any message (comments, replies, annotations,
and document messages) simply by typing "#" before a term. When you start typing a
hashtag by typing "#" plus at least one letter, existing hashtags (ones that have been
used before) appear for you to select from.
Tips:
Following Hashtags
You can also follow hashtags. When you follow a hashtag, messages in public
Conversations and walls that contain that hashtag appear on the Overview page, even
if you are not a member of those Conversations or walls.
To follow a hashtag, tap the hashtag to open the hashtag page, then tap Follow at the
top of the page. To stop following the hashtag, tap Unfollow.
1.
2.
Tap
3.
4.
By default, all notifications are set to On. Change the settings as desired:
Accounts.
Posts to Your Wall: Notifies you when someone posts a message to your wall.
One-on-One Posts: Notifies you when someone starts a One-on-One with
you.
Conferences: Notifies you when a conference you are invited to starts.
Added To: Notifies you when you are added as a member to a Conversation
or wall.
Flags Assigned To Me
FYI: Notifies you when someone assigns a For Your Information flag to you.
Please Reply: Notifies you when someone assigns a Please Reply flag to you.
Note: You are always notified when someone assigns a Please Reply - Urgent flag
to you.
Flags Cleared
FYI: Notifies you when a For Your Information flag you assigned is cleared.
Please Reply: Notifies you when a Please Reply flag you assigned is cleared.
Please Reply-Urgent: Notifies you when a Please Reply - Urgent flag you
assigned is cleared.
Note: If you use more than one account, you must set up notifications for each account
individually.
2.
Tap
3.
Accounts.
2.
3.
In the Username field, enter your Oracle Social Network user name.
4.
5.
6.
In the Account Name field, enter a name for the new account.
7.
In the Server field, enter the path to the server that is hosting your Oracle Social
Network instance.
For example, enter:
acme.social.us1.oraclecloud.com/client
8.
Tap Connect.
To edit an account:
Note: To edit settings for an account, you must not be connected to it.
1.
2.
Tap
3.
4.
Tap Connect.
Accounts.
To remove an account:
Note: To remove an account, you must not be connected to it.
1.
2.
Tap
3.
Tap Delete.
Accounts.
2.
Accounts.
Help.
Support.
Oracle Social Network Version - The version number of the Oracle Social
Network application running on the server to which you are connected.
iOS App Version - The version number of the Oracle Social Network application
you have installed on your iPhone.
Note:
Support appears only when you are logged in and connected to an Oracle
Social Network server that supports the Support menu.
2.
At the bottom of the About dialog, tap Show User Tips Again to show user tips
when you first visit a new area.
About.
The About dialog also displays the Oracle Social Network copyright. Tap Legal Terms
or Oracle Privacy Policy to view the associated information.
12
Using Oracle Social Network on Your iPad
12
These topics provide information about the features of Oracle Social Network on your
iPad and describe how to use them:
2.
3.
2.
Tap
Tap
3.
Tap
4.
In the Add Members dialog, select the people or groups you want to add.
By default, you see Recommendations, which shows a list of recommended
members. Oracle Social Network generates the recommendations list based on
actions that might affect who you add to a Conversationthe person is one of
your contacts, similar Conversations the person is a member of, and other
common actions.
To view a list of your contacts or groups, tap More, then select the list you want to
see.
Alternatively, search for a person or group to add.
To view the list of people and groups you've selected, tap > next to <Number>
selected.
Note: People outside your company have a special avatar ( ) and their names
are in purple text. If you add an outside user to a Conversation, a banner stating
"This Conversation is visible to outside users." appears at the top of the
Conversation and any associated message dialogs.
5.
Tap Add.
6.
In-Line Recommendations
You can also add members to a Conversation by accepting the recommendations that
are sometimes shown in the list of messages (under Add to this Conversation). Oracle
Social Network recommends people to add to a Conversation based on people you
frequently add to Conversations and actions you have in common with others (such as
being members of the same Conversations).
Each recommendation includes the person's name and the reason they were
recommended. You can perform the following actions:
Tap Add to accept the recommendation and add the person to the Conversation.
Tap the arrows on either side of the current recommendation or swipe the current
recommendation to see the previous or next recommendation.
Tap
3.
Tap Edit.
4.
Tap
5.
Tap Done.
6.
Tap One-on-One.
1.
2.
Tap the person you want to start a One-on-One Conversation with to open their
profile.
3.
Tap One-on-One.
Swipe left on the Conversation you want to mute, then tap Mute.
2.
3.
Swipe left on the Conversation you want to unmute, then tap Unmute.
Tip: When you type a hashtag (#) and at least one letter, you see suggestions of
hashtags that other people have used. For more information on hashtags, see What
are hashtags (#) and how do I use them?
Note: If you don't see
in the bottom bar of someone's wall, you aren't
following the person or the person doesn't allow other people to post to his or her
wall.
Using Oracle Social Network on Your iPad 12-3
3.
Tap Post.
To reply to a message:
1. Tap
under the message you want to reply to.
2.
3.
Notes:
Any special formatting on a message is lost when you edit the message.
To delete a message:
You can delete messages you posted or messages on your profile wall.
Note: If you are a service administrator, you can delete any message.
1.
Tap
2.
Tap Delete.
2.
3.
Tap
4.
5.
Tap Post.
3.
4.
1.
2.
Tap
3.
2.
If you want a message status to be unread, but you've already marked it as read, you
can return the message to unread by tapping
under the message, then tapping
Mark as Unread. This works only with messages others have posted and not your
own posts.
Apps
2.
2.
2.
3.
4.
Tap
2.
3.
Enter a name.
4.
Tap Create.
2.
3.
4.
Tap the Conversation, user wall, group wall, or Social Object you want to add.
Tap
2.
3.
Enter a name.
4.
Tap Create.
2.
Tap
to create a new message, or tap More, then tap Documents to add items
from the Documents panel.
3.
Tap
(at the top of the message or at the bottom of the Documents panel), then
select one of the following options:
To add a new photo or video, tap Take Photo or Video, take the photo or
video, then tap Use Photo.
To add an existing photo or video, tap Choose Photo or Video, select one or
more photos or videos, then tap Done.
To add a voice message, tap Record Voice Message. Tap Start Recording. If
necessary, allow Oracle Social Network to access your microphone. Record
your message. Tap Stop Recording. Tap Use.
If you want to crop or rotate your photo, tap the photo thumbnail, then tap Edit.
Edit mode opens.
Tap
to crop your photo vertically. Tap again to crop your photo
horizontally.
Tap
5.
Tap Post.
3.
Note: iOS lists up to 10 applications in the Open In menu. If you have more than
10 applications that support a file type, Oracle Social Network may not appear in
the menu. Unfortunately, there is no way to manage which applications appear in
the menu. If you uninstall other applications, Oracle Social Network eventually
appears.
4.
In the Open In dialog, you can change the file name and add a description.
5.
6.
If you select a location that is visible to people outside your company, you
see a banner stating "This Conversation is visible to outside users." at the
top of the Open In dialog. When you tap Upload, you are warned that the
document will be visible to outside users. Tap Yes if you want to post the
document.
Tap Upload.
2.
Alternatively, while viewing the document, tap the action icon, then tap Copy
Document, and select where you want to copy the document to.
Note: If you are a service administrator, you can delete any document.
1.
2.
Swipe left on the file you want to delete, then tap Delete.
You can also delete a document while viewing it, by tapping the action button, then
tapping Delete.
Note: If you don't see the Delete option when working with a document on someone's
wall, the person doesn't allow other people to post to (or change) his or her wall.
2.
2.
Swipe left on the file you want to delete, then tap Access History.
2.
Tap
3.
Tap
Tap
Tap
Tap
Tap
4.
5.
To view annotations:
Open the annotated document or tap
Tap
3.
Tap All annotations to show all the annotations on the document, No annotations
to hide all the annotations, a person's name to view annotations published by that
user, or Unpublished annotations to see the annotations that have not been
published yet.
2.
To stop following the other person's movement through a file, open the co-browsing
menu, and tap the name of the person you're browsing with.
2.
3.
Note: When you open a folder, a breadcrumb appears at the top of the Documents tab
to show you where you are in the folder structure. To return to a parent folder, tap the
folder name in the breadcrumb or tap the document icon to return to the top-level
folder.
You can delete folders you created (so long as it doesn't include anyone else's
documents or folders) or folders on your profile wall.
Notes:
2.
3.
4.
5.
Tap Save.
Note: To add a new photo, tap your picture, then tap Take Photo or Choose Photo.
Move or scale your image and tap Use.
Tap
Note: Alternatively, tap a person's name or picture wherever you see it, to open that
person's profile.
To post to another person's wall:
1. Open the person's profile.
2.
3.
4.
5.
Tap Post.
2.
3.
4.
Tap Post.
- A full green circle around the person's picture shows that the person is
available (logged in to and currently interacting with Oracle Social Network).
- A three-quarter yellow circle around the person's picture shows that the
person is idle (logged in to but not currently interacting with Oracle Social
Network).
- A half gray circle around the person's picture shows that the person is offline
(not logged in to Oracle Social Network).
2.
Alternatively, tap
want to follow.
, then, in the desired segment, tap Follow next to the person you
2.
3.
Tap
4.
5.
In the results list, select the people you want to add, then tap Add.
Open the person's profile by tapping their name or picture wherever you see it.
2.
2.
Tap
3.
4.
5.
6.
Tap Done.
The new group opens and you are added to the group.
2.
3.
4.
5.
In the Add Members pop-up, select the people or groups you want to add.
.
.
3.
4.
Tap
Tap
next to the person you want to flag, then select the type of flag to assign:
- Please reply
To clear a flag:
1. Navigate to the flag you want to clear:
Flags.
By default, you see the flags assigned to you. To clear a flag you assigned to
someone else, tap Filter, then tap Flags You Assigned.
2.
3.
Tap
2.
2.
2.
3.
Optionally, you can filter by object type by tapping All Results, then tapping an
object type.
4.
Optionally, you can sort the results by tapping Relevance, then tapping a sort
order (Relevance, Date (Newest first), or Date (Oldest first)).
5.
Tap a hashtag to open a page with all messages that include that hashtag.
You can mark an object in the list of search results as a favorite by tapping
the result. For more information, see How do I view my favorites?
next to
Adding Hashtags
You can add one or more hashtags to any message (comments, replies, annotations,
and document messages) simply by typing "#" before a term. When you start typing a
hashtag by typing "#" plus at least one letter, existing hashtags (ones that have been
used before) appear for you to select from.
Tips:
Following Hashtags
You can also follow hashtags. When you follow a hashtag, messages in public
Conversations and walls that contain that hashtag appear on the Overview page, even
if you are not a member of those Conversations or walls.
To follow a hashtag, tap the hashtag to open the hashtag page, then tap Follow at the
top of the page. To stop following the hashtag, tap Unfollow.
2.
Tap
3.
4.
By default, all notifications are set to On. Change the settings as desired:
Posts to Your Wall: Notifies you when someone posts a message to your wall.
One-on-One Posts: Notifies you when someone starts a One-on-One with
you.
Conferences: Notifies you when a conference you are invited to starts.
Added To: Notifies you when you are added as a member to a Conversation
or wall.
Flags Assigned To Me
FYI: Notifies you when someone assigns a For Your Information flag to you.
Please Reply: Notifies you when someone assigns a Please Reply flag to you.
Note: You are always notified when someone assigns a Please Reply - Urgent flag
to you.
Flags Cleared
FYI: Notifies you when a For Your Information flag you assigned is cleared.
Please Reply: Notifies you when a Please Reply flag you assigned is cleared.
Please Reply-Urgent: Notifies you when a Please Reply - Urgent flag you
assigned is cleared.
Note: If you use more than one account, you must set up notifications for each account
individually.
2.
Tap
3.
3.
In the Username field, enter your Oracle Social Network user name.
4.
5.
6.
In the Account Name field, enter a name for the new account.
7.
In the Server field, enter the path to the server that is hosting your Oracle Social
Network instance.
For example, enter:
acme.social.us1.oraclecloud.com/client
8.
Tap Connect.
To edit an account:
Note: To edit settings for an account, you must not be connected to it.
1.
2.
Tap
3.
4.
Tap Connect.
To remove an account:
Note: To remove an account, you must not be connected to it.
1.
2.
Tap
3.
Tap Delete.
2.
Oracle Social Network Version - The version number of the Oracle Social
Network application running on the server to which you are connected.
iOS App Version - The version number of the Oracle Social Network application
you have installed on your iPhone.
Note:
appears only when you are logged in and connected to an Oracle Social
Network server that supports the Support menu.
2.
At the bottom of the About dialog, tap Show User Tips Again to show user tips
when you first visit a new area.
The About dialog also displays the Oracle Social Network copyright. Tap Legal Terms
or Oracle Privacy Policy to view the associated information.
13
Using Oracle Social Network on Your
Android Device
13
These topics describe how to interact with Oracle Social Network on Android devices:
Tap
in the action bar to open the slide-out navigation, then tap
Conversations.
2.
Tap
3.
in the action bar to display the actions menu, then tap New Conversation.
The new Conversation appears in the list of Conversations. You can start posting
messages and adding documents.
2.
Tap
in the action bar to display the actions menu, then tap Conversation
Settings.
To change the name of the Conversation, tap Name, edit the name, then tap
OK.
To make the Conversation public, select Publicly Available.
To hide membership messages for the Conversation, deselect Hide
Membership.
Open the Add Members dialog using one of the following methods:
3.
4.
From the list, select the people or groups you want to add to the Conversation.
Alternatively, search for a person or group to add.
Note: People outside your company have a special avatar ( ) and their names
are in purple text. If you add an outside user to a Conversation, a banner stating
"Visible to outside users." appears at the top of the Conversation and any
associated message dialogs. Be careful not to post any sensitive information to
Conversations that include outside users.
In-Line Recommendations
You can also add members to a Conversation by accepting the recommendations that
are sometimes shown in the list of messages (under Add to this Conversation). Oracle
Social Network recommends people to add to a Conversation based on people you
frequently add to Conversations and actions you have in common with others (such as
being members of the same Conversations).
Each recommendation includes the person's name and the reason they were
recommended. You can perform the following actions:
Tap Add to accept the recommendation and add the person to the Conversation.
Tap the arrows on either side of the current recommendation or swipe the current
recommendation to see the previous or next recommendation.
In the Conversation membership bar, tap the picture of the person you want to
remove, then tap Remove from Conversation.
Alternatively, you can remove one or more people from the Members view.
1.
2.
Tap
in the action bar to display the view menu, then tap Members.
3.
To remove more than one member, long press a member to bring up the
selection dialog, select the people or groups you want to remove, then tap
Anywhere else you see a person's name or picture, tap it to open their profile. At
the top of their profile, tap Open One-on-One.
Mute.
1.
2.
Tap
in the action bar to display the view menu, then tap Muted.
3.
Unmute.
Tap
Tips:
To reply to a message:
Tap
under the message.
Note: If you don't see
under a personal wall post shown on the Overview page or
on a person's wall, the person doesn't allow other people to reply to his or her wall
posts.
To edit a message:
Tap
under the message, then tap
Edit Message.
Notes:
Any special markup on a message is lost when you edit the message.
To delete a message:
You can delete messages you posted or messages on your profile wall.
Note: If you are a service administrator, you can delete any message.
Tap
Delete.
2.
Tap
3.
Tap
4.
Tap the collection or object you want to reference, then tap OK.
2.
Tap
3.
Tap
in the action bar to display the view menu, then tap Referring.
to open the Add Related dialog.
Tip: Tap
to choose between Recent, Favorites, or Search to find the collection
or Social Object.
4.
2.
Notes:
Document annotation messages are marked as read when you view the annotation
in the document.
To mark a message as unread, tap
under the message, then tap Mark Unread.
The blue unread indicator reappears.
Are there any features that are not supported on my Android device?
Oracle Social Network Apps are not available on Android devices.
Tap
in the action bar to open the slide-out navigation, then tap
Conferences.
Tip: The number next to Conferences shows the number of ongoing conferences
you can join.
2.
Tap
in the action bar to open the slide-out navigation, then tap
Collections.
2.
Tap
Tap
in the action bar to open the slide-out navigation, then tap
Collections.
2.
3.
Tap
4.
Tap
in the action bar to display the view menu, then tap Related.
to open the Add Related dialog.
Tip: Tap
to choose between Recent, Favorites, or Search to find the collection
or Social Object.
5.
2.
Tap
3.
Tap
in the action bar to display the view menu, then tap Related.
to open the Add Related dialog.
Tip: Tap
to choose between Recent, Favorites, or Search to find the collection
or Social Object.
4.
To select an existing item, tap the item you want to relate to the open Social
Object.
To add a new Conversation, tap
Conversation, then tap OK.
To add a new collection, tap
collection, then tap OK.
3.
4.
5.
If the Conversation you select is visible to people outside your company, you
see a banner stating "Visible to outside users." at the top of the dialog. Be
careful not to post any sensitive information to Conversations that include
outside users.
If you can't upload a document to someone's wall, you either aren't following
the person or the person doesn't allow other people to post to his or her wall.
Tap Upload.
Versions.
Alternately, you can view the versions while viewing the document:
1.
2.
Tap
in the action bar to display the actions menu, then tap Versions.
3.
Tap Always if the application is the one you will always use; tap Just Once, to
choose an application each time you share a document.
2.
Tap
in the action bar to display the actions menu, then tap Share.
2.
Tap
3.
Tap
Pushpin, and tap the place you want the annotation to appear.
Tap
Tap
Tap
Tap
4.
Tap
3.
If a document has multiple versions, delete removes only the selected version.
Delete.
2.
Tap
in the action bar to display the actions menu, then tap Delete.
Access
Alternately, you can view the access history while viewing the document:
1.
2.
Tap
in the action bar to display the actions menu, then tap Access History.
2.
3.
3.
Tap
in the action bar to display the view menu, then tap Documents.
4.
Tap
in the action bar to display the actions menu, then tap New Folder.
Note: If you don't see the New Folder option when working on someone's wall,
the person doesn't allow other people to post to (or change) his or her wall.
5.
To remove a folder:
You can delete folders you created (so long as it doesn't include anyone else's
documents or folders) or folders on your profile wall.
Notes:
If you don't see the Remove Folder option when working with a folder on
someone's wall, the person doesn't allow other people to post to (or change) his or
her wall.
To put files into a folder, open the folder and upload files (see How do I upload or
download documents?).
To remove a file from a folder, tap
Delete.
You can delete documents you posted or documents on your profile wall.
Note: If you don't see the
Delete option when working with a document on
someone's wall, the person doesn't allow other people to post (or change) to his or her
wall.
Tap
in the action bar to open the slide-out navigation, then tap your name.
2.
Tap
in the action bar to display the view menu, then tap Profile.
3.
Tap
in the action bar to display the actions menu, then tap Edit Profile.
4.
5.
To update your profile picture, tap Change, tap Take a Photo or Choose a Photo,
then follow the steps for updating your profile picture.
6.
Tap Update.
2.
Tap
in the action bar to open the New Message dialog. For more information,
see How do I create, reply to, edit, or delete a message?
Note: If you don't see
in the action bar, you aren't following the person or the
person doesn't allow other people to post to his or her wall.
Note: Outside users (people outside your company) have profiles, but they don't have
walls. Outside users' names appear in purple text, and they have icons ( ) after their
names. If you want to post something to an outside user, you can do so through a
one-on-one conversation. For more information, see How do I open a One-on-One
Conversation?
Tap
in the action bar to open the slide-out navigation, then tap
your name.
next to
2.
Enter your status as you would any other message. For more information, see
How do I create, reply to, edit, or delete a message?
- A full green circle around the person's picture shows that the person is
available (logged in to and currently interacting with Oracle Social Network).
- A three-quarter yellow circle around the person's picture shows that the
person is idle (logged in to but not currently interacting with Oracle Social
Network).
- A half gray circle around the person's picture shows that the person is offline
(not logged in to Oracle Social Network).
People.
To add someone new to your contacts list, see How do I add or remove Oracle Social
Network contacts?
Tap
2.
People.
+ Follow.
13-11
Note: You can't follow outside users (people outside your company), but you can add
them to your contacts. Outside users' names appear in purple text, and they have icons
( ) after their names. For more information, see How do I add or remove Oracle
Social Network contacts?
To view the people you are following and stop following someone:
1. Tap
in the action bar to open the slide-out navigation, tap
People.
2.
Tap
in the action bar to display the view menu, then tap Following.
3.
Tap
Stop Following.
Tap
2.
Tap
3.
In the Search box, enter the name, part of the name, or the email address of the
person you want to add.
4.
5.
Tap Add.
People.
You can also add contacts directly from the list of followers on the People page:
1.
Tap
2.
Tap
in the action bar to display the view menu, then tap Followers.
3.
Tap
People.
Add to Contacts.
To remove a contact:
1. Tap
in the action bar to open the slide-out navigation, then tap
People.
2.
Tap
in the action bar to display the view menu, then tap Following.
3.
Tap
Remove Contact.
How do I save an Oracle Social Network contact to my Android device contacts list?
1.
Tap
2.
3.
People.
The person's contact information and picture are added to the contacts on your
phone.
Tap
2.
Tap
3.
4.
5.
6.
Tap Create.
Groups.
The new group opens. To add members to the group, see How do I add or remove
members from a group?
Optionally, tap
3.
4.
Open the Add Members dialog using one of the following methods:
5.
6.
Groups.
From the list of contacts, select the people or groups you want to add to the group.
Alternatively, search for a person or group to add.
Note: You can't add outside users (people outside your company) to a group.
Outside users' names appear in purple text, and they have icons ( ) after their
names.
7.
To remove members:
1. Open the group.
2.
Tap
3.
in the action bar to display the view menu, then tap Members.
To remove more than one member, long press a member to bring up the
selection dialog, select the people or groups you want to remove, then tap
Tap
2.
3.
Tap
4.
Groups.
in the action bar to display the actions menu, then tap Group Settings.
13-13
3.
Not Flagged
Please Reply
1.
2.
1.
2.
3.
4.
Flags.
Alternatively, you can open the Manage Flags dialog by tapping a flag while viewing
messages in the Conversation.
2.
Favorites.
You can also view your favorites from the Collections, Conversations, or Social Objects
pages by tapping
in the action bar to display the view menu, then tapping
Favorites.
Search.
2.
3.
Optionally, select an item type from the Search menu to show a particular result
type (for example, Conversations or documents).
4.
Optionally, tap
to select how to sort your results. There are different sort
options depending on what type of results you've selected.
5.
After filtering by a result type, there are additional filter options. To view filter
options, tap .
6.
Tap a hashtag to open a page with all messages that include that hashtag.
You can mark an object in the list of search results as a favorite by tapping
the result. For more information, see How do I view my favorites?
next to
13-15
To search in a Conversation:
Use the controls at the bottom of the screen to search and navigate through the results
in a Conversation. By default, you see the unread messages controls, but you can
switch to the other options to find flags assigned to you or text in messages and
documents.
Tap
Tap
Tap
to search for text in the messages or documents. After tapping
your search term, then tap
.
, enter
The number of unread messages, flags, or messages that include your text is shown
next to the navigation arrows. To step through the items, use the up and down arrows.
Following Hashtags
You can also follow hashtags. When you follow a hashtag, messages in public
Conversations and walls that contain that hashtag appear on the Overview page, even
if you are not a member of those Conversations or walls.
To follow a hashtag, tap the hashtag to open the hashtag page, then tap
of the page. To stop following the hashtag, tap
.
at the top
Tap
2.
Tap Notifications.
Settings.
To turn notifications on or off, tap the On/Off toggle in the action bar.
Under Alerts select Vibrate to make your device vibrate when there is a new
notification.
Select Device LED to make your device LED flash when there is a new
notification.
3.
Under Quiet Hours select Enable, and set a Start Time and End Time to
prevent notifications from alerting you during that period.
Select FYI to be notified when someone assigns a For Your Information flag to
you.
Select Please Reply to be notified when someone assigns a Please Reply flag to
you.
You are always notified when someone assigns an Urgent flag to you.
13-17
Flags Cleared
Select FYI to be notified when a For Your Information flag you assigned is
cleared.
Select Please Reply to be notified when a Please Reply flag you assigned is
cleared.
Select Urgent to be notified when a Please Reply - Urgent flag you assigned is
cleared.
2.
Tap
in the action bar to display the actions menu, then tap Conversation
Settings.
General
Notifications
Tap the value under Notifications to open a selection list:
Tap
2.
Under Appearance:
3.
Under About:
Settings.
Tap User Tips to show user tips when you first visit a new area.
Tap Oracle Social Network to read about Oracle Social Network, and view its
legal notices and privacy policy.
Tap
2.
Settings.
Tap Who can post top-level messages... to specify whether other people (your
followers) can post messages on your wall.
Tap Who can reply to messages... to specify whether other people (your
followers) can reply to messages or annotate documents on your wall.
Tap
2.
Settings.
a.
Tap Automatic Logout to set a time after which you are automatically logged
out.
b.
Select the amount of time your session should be inactive before you are
automatically logged out.
Tap
2.
3.
4.
Optionally, add a description or information about why you're sending the logs.
5.
Tap Email.
6.
Settings.
EmailIf necessary, set up your email account. Enter the email address to
send the logs to.
MessagingEnter the number you want to send the logs to. Enter a message,
then send the text.
Oracle Social NetworkTap Select Destination. Select a Conversation to post
the logs to. Optionally, add a description. Tap Upload.
Tap
Accounts.
13-19
2.
3.
In the Add Account pop-up, enter the path to the server that is hosting your
Oracle Social Network instance, then tap Save.
For example, enter:
acme.social.us1.oraclecloud.com/client
4.
In the Account Name field, enter a name for the new account.
The default account name is the server URL.
5.
6.
In the User Name field, enter your Oracle Social Network user name.
7.
8.
9.
To edit an account:
1. Tap
in the action bar to open the slide-out navigation, then tap
2.
3.
4.
Accounts.
Tap
2.
Accounts.
Tap
2.
3.
Accounts.
Note:
Help.
Support.
OSN Version - The version number of the Oracle Social Network application
running on the server to which you are connected.
Android Client Version - The version number of the Oracle Social Network
application you have installed on your Android device.
Note:
Support appears only when you are logged in and connected to an Oracle
Social Network server that supports the Support menu.
13-21
14
Tips and Tricks
14
Here are some suggestions for using Oracle Social Network more effectively.
2.
Click Find messages in Conversation, which is the icon that looks like a
magnifying glass.
3.
4.
5.
Use the up and down arrows to step through the search results.
If you're using Oracle Social Network in your browser, it's still possible to search for
individual keywords across all Conversations:
1.
2.
Press Enter or click the search icon to display the full-text search results.
3.
4.
Find the Conversation you want, then click Show more messages to see all the
messages containing the keyword.
2.
Click
3.
4.
In the browser address bar, copy the URL, then paste it where you want the link to
appear.
to mark it as a favorite.
I created a group and would like others to be able to request membership to it. Is this
possible?
Not formally, but consider starting a public Conversation called something like
"Group Access Requests", where you can announce the creation of groups and allow
interested parties to post a message requesting membership. Then you can go through
and add those folks to the requested groups explicitly.
I'm a member of a group that frequently gets added to a lot of Conversations I have no
interest in. I'm also a member of a collection that spawns a lot of Conversations I don't
care about. What can I do to stop this?
Although you can remove yourself from a group or collection at any time, do so only
after careful consideration. Once you're outside the group or collection, you can be
added back in only by someone on the inside, and you may miss out on valuable
information in the meantime. A better alternative is to simply mute the Conversations
you don't want to keep track of. By default those Conversations will no longer appear
in your Conversations list, although you can see them at any time by applying the
Muted filter. (And if you're flagged in a Conversation that you've muted, you'll still be
notified.)
15
Administering Oracle Social Network
15
The Oracle Social Network Administration page is the primary tool for administrators
of Oracle Social Network to manage the application.
Topics:
"Managing Users"
"Managing Apps"
"Managing Features"
Notes:
The Administration selection is displayed only if you are logged in as a user with
administrator privileges.
You access the Administration section in the same way on both the production
instance and the stage/test (staging) instance of Oracle Social Network. In nearly
all cases, the administration tasks that you perform are done on the production
instance. The primary task you do on the staging instance is to manage the Oracle
Social Network developer website. For more information about the staging
instance, see Terms and Concepts. For more information about managing the
developer website, see Editing General Properties and Editing User Properties.
App. Apps are web-based applications that can be deployed in Oracle Social
Network. Apps are currently not applicable on other clients such as iOS or the
Outlook plugin. There are two kinds of apps: Conversation apps and Social Object
apps. Conversation apps are standalone applications that you can add to a
Conversation. Examples include a poll, map, or a photo viewer. Social Object apps
are designed for creating a new Social Object type such as Customer, Opportunity,
and so on. Social Object apps incorporate information from a third-party system to
make the information viewable in a Conversation. For more information, see
Managing Apps.
Cloud document service. You can let users copy files to and from a cloud-based
document store in Oracle Social Network. Oracle Social Network integrates with
several cloud storage services by default. For more information, see Managing
Cloud Document Services.
Conferencing service. A conferencing service lets users run on-demand meetings
across many locations. Oracle Social Network includes Cisco Web Meetings
(WebEx) integration by default. Users can start conferences from within the client
user interface; for example, while viewing a Conversation you can click Start
Conference, and all users in that Conversation can see and join the meeting. For
more information, see Managing Conferencing Services.
Developer privilege. Users with the Developer privilege can use the Oracle Social
Network developer website to do specialized development tasks. Administrators
can set this privilege from the staging instance user properties page. Use this
setting only on the staging instance of Oracle Social Network. For more
information, see Editing User Properties.
Feature. Features are JavaScript libraries that provide apps with specific
functionality, such as communicating with the Oracle Social Network server,
adding interactive behavior, or manipulating data. Oracle Social Network includes
several features. Under normal circumstances you do not need to change features
that are included with Oracle Social Network, but you might want to add features
when adding apps into the environment. For more information, see Managing
Features.
Recommendations. Oracle Social Network automatically provides social
recommendations to connect people to the resources they need, to help drive
projects and organizations to success. For Social Definitions, you configure settings
for the system to use in creating recommendations. For more information, see
Managing Social Definitions.
Service administrator. Oracle Social Network administrators are typically service
administrators; they do the normal day-to-day administrative tasks for the Oracle
Social Network application. Typically the word service is dropped when referring
to service administrators. For more information, see User Types.
Site administrator. Site administrators are Oracle personnel. Site administrators
can do comprehensive administrative tasks for the Oracle Social Network server.
For more information, see User Types.
Social Object. From a conceptual or user perspective, Social Objects are records
within a business application or business processgenerically referred to as
Systems of Recordthat are mapped into Oracle Social Network. For example,
accounts in a CRM system can be mapped into Oracle Social Network as
opportunities and customers.
From an implementation perspective, a Social Object is a special type of
Conversation that includes a Social Object app. A Social Object app incorporates
information from a third-party system to make the information viewable in a
Conversation. A Social Object Definition (also called a Social Definition) is a
"model" of a Social Object; after you create a Social Definition and publish it on
your system, users can create Social Object instances based on the definition.
For more information, see Managing Social Definitions.
2.
From the Administration UI, click General. The General page is displayed by
default when you enter the Administration section of the user interface.
3.
Edit the general properties of Oracle Social Network. For more information about
the properties, see General Properties Page.
4.
Click Save.
Description
To give your Oracle Social Network web client interface a customized look, you can
customize your branding text and logo; they appear in the user interface and in new
user invitation emails.
We recommend that you always provide a branding logo, and optionally branding text;
if your logo already incorporates text, you don't need to add branding text separately.
Experiment with the sizes and content of your branding information to find the best
appearance for your needs. Test your new user invitation email to make sure the logo
and text appear as you expect them to.
Corporate
Branding Text
Specify text that you want to appear to the right of the logo in the banner, and in new
user invitation emails. By default, the text SOCIAL NETWORK displays. Type your
branding text into the field to replace the default. If you put one or more space
characters in the field, no corporate branding text displays.
Corporate Logo
This logo appears in the top banner on the left side of the page. The current image is
displayed.
To change it, click Change and follow the instructions to upload a different image. The
maximum dimensions of the image are 22 pixels in height and 160 pixels in width. The
image is scaled to fit, keeping the aspect ratio the same.
Primary Color
The primary color selection affects the color of the some areas in the user interface.
To change it, click the Custom option and type the hex code value for the color; for
example, #E12345.
Click Example Text to the right of the field to see how the color will appear in the user
interface.
Notifications
These global settings let you control email and mobile notifications.
Email Notifications Globally enable or disable email notifications. When enabled, email notifications are
sent, based on user settings.
Apple Push
Notification
Service (APNS)
When a user installs the Oracle Social Network app on their iOS device and connects it
to the server, the device is registered to the server and can receive notifications if you
enable them here.
Globally enable or disable push notifications to registered iOS devices. When enabled,
notifications are sent to iOS devices if selected by the user.
Android Push
Notifications
(GCM)
When a user installs the Oracle Social Network app on their Android device and
connects it to the server, the device is registered to the server and can receive
notifications if you enable them here.
Globally enable or disable push notifications to Android devices. When enabled,
notifications are sent to Android devices if selected by the user.
Element
Description
End users configure these settings either explicitly in their Oracle Social Network
settings or implicitly based on their browser settings. You can specify fallback values for
the time zone, language, and date format to be used if no setting is available.
Time Zone
Oracle Social Network uses the time zone in the user's settings if it is specified. If the
user did not select a time zone, the value in this field is used. If you do not select a time
zone, the time zone of the server where Oracle Social Network resides is used.
This time zone setting is used to determine when to send daily digest emails (midnight
in the user's time zone) and to specify the timestamps on email notifications.
This setting does not affect timestamps for actions such as posting messages or adding
users; the client machine's time zone setting is used.
Language
Oracle Social Network clients (such as the browser client, Outlook, Android, and so on)
use the language specified in the user's settings or browser. If a client setting does not
match an available language, or if no setting is found in the browser, the language
selected here is used instead.
Date Format
Locale
Oracle Social Network clients (such as the browser client, Outlook, Android, and so on)
try to format the date as specified in the user's settings or using the locale of the
browser. If a client setting does not match an available format, or if no setting is found
in the browser, the date format selected here is used instead.
Support Message
For clients that support it, users see the text shown in this field when they select the
Support option. By default, the text describes how to create a service request with
Oracle Support. In the web client a new browser page opens. (A target="_blank" is
included in the link.) You can customize the text if you want users to follow a different
process, such as contacting your company's internal support team.
Type any changes into the text entry field and click Save to save your changes, or click
Restore Default to return to the default message that was defined when Oracle Social
Network was initially configured.
Note: The support message is displayed in the language in which it is typed, and it is
not translated based on the locale.
Manage Hashtags
Censored
Hashtags
Allows you to censor words or strings that you do not want to be used as hashtags.
Type one or more strings that you do not want to be used as hashtags, without the hash
(#) prefix. Wildcards such as the asterisk (*) are not supported. Use a comma to separate
each string in the field; for example, censorthistag,censorthattag.
When a user types a censored hashtag or views a message containing a censored
hashtag, the hashtag appears as regular text. Censored hashtags don't display in the list
of hashtag suggestions. If you censor a hashtag that previously existed on the system,
the link is removed. If a user previously selected to follow that hashtag, related entries
are removed from the Overview page when they refresh the browser, and the hashtag
page is removed. If you remove the tag from the censored list later, the hashtag is
restored as a followed tag and the hashtag page is restored.
Developer Website
The developer website provides tools for building Social Definitions, apps, and Social
Plugins, and also helps developers learn and implement the REST API by providing an
API Explorer.
Developer Website If the developer website is enabled, users who have the Developer option enabled in
their staging instance user profile can access the site from the Actions menu.
To make a user a developer, select the Developer check box on their properties page in
the staging instance. For more information, see Editing User Properties.
Important Note: Enable the developer website option only on your staging instance of
Oracle Social Network. If you are currently logged in to your production instance of
Oracle Social Network, do not select the Enabled option.
Managing Users
Element
Description
Cross-Origin Resource Sharing (CORS) allows a web page to make XMLHttpRequests
to another domain. If you have a browser application that integrates with Oracle Social
Network and makes HTTP calls to the server, you must add the machine that's hosting
the application to the CORS origins list.
CORS
Depending on the requirements for front channel or back channel interaction, you
would add the host machine information to either the list of Front Channel CORS
Origins, Back Channel CORS Origins, or both. Generally you need to enable and add
origins only for the Front Channel, which interacts with the REST API.
Back Channel
CORS
Enables or disables the use of Back Channel CORS. By default, this setting is enabled.
Back Channel
CORS Origins
Type one or more CORS Origin values in the entry field. Use a comma to separate each
value in the field.
Enter each CORS origin value in the format http[s]://<domain-name.com>.
Note: Do not use * as an origin value; it allows access from all hosts.
Front Channel
CORS
Enables or disables the use of Front Channel CORS. By default, this setting is enabled.
Front Channel
CORS Origins
Type one or more CORS Origin values in the entry field. Use a comma to separate each
value in the field.
Enter each CORS origin value in the format http[s]://<domain-name.com>.
Note: Do not use * as an origin value; it allows access from all hosts.
Managing Users
User Types
The following basic user types exist in Oracle Social Network:
Participant: Participants are users who are employees of your company; this
category includes most other user types. Participants can create conversations,
post messages, assign flags to other users, and so on. They are normally created
when your organization configures users in the Oracle Cloud, but they also can be
invited by other participants. A participant is typically a user whose email address
(user name) exists within your organization's email domain.
Within your environment, you might have two types of participant users; these
two participants are not distinguished from each other in Oracle Social Network.
For example, in an Oracle Cloud Application CRM integration you might have 50
licenses; these 50 users have access to both CRM and Oracle Social Network. These
users are added to Oracle Social Network and they are participant users. You can
invite additional users within the company to use Oracle Social Network, but they
do not have access to CRM; these non-CRM users are also participant users.
Employee users are also participants. An employee is typically a user whose email
address (user name) exists outside your organization's email domain but they are
still employees who are entitled to full Oracle Social Network access, possibly
including service administrator and developer permissions. You must explicitly
add or invite them to join Oracle Social Network. When these added/invited users
log in, they become Participant users. To allow employee users in your
environment, you use the Extended Collaboration page in the Administration UI.
For more information, see Managing User Collaboration.
Managing Users
Outside user: An outside user is a user whose email address (user name) exists
outside your organization's email domain and who is not an employee of your
company. Outside users cannot be given administrator or developer permissions.
For users outside your email domain, you must explicitly add or invite them to
join Oracle Social Network. To allow outside users in your environment, the
Outside Users option must be enabled, and at least one value must exist in the
Outside Users Whitelist field on the Extended Collaboration page. For more
information, see Managing User Collaboration.
Display Name
E-mail address
Manager
Organization
Phone Number
Title
Managing Users
Your environment might have more or fewer properties managed in OIM, depending
on your specific configuration.
Role (privilege) properties can be changed from either OIM or from Oracle Social
Network, and the changes are propagated to the other system. When role properties
are changed using Oracle Identity Manager, it could take up to 10 minutes for that
change to be visible in Oracle Social Network. The change is visible after that user logs
in again. Changes made in Oracle Social Network become effective immediately in
Oracle Identity Manager as well as Oracle Social Network.
Role properties include:
Developer
Service Administrator
Employee
Outside User
If your OIM settings become out of sync with Oracle Social Network, or if you want to
replace property values for one or all users without waiting for the automatic sync that
occurs during login, you can do this task either for an individual user or for all users at
once. For more information, see Synchronizing User Profile Information with OIM.
Finding a User
On the Users page, you must find the user that you are interested in before you can
edit their properties.
You can view a list of administrators, developers, or outside users by selecting the
associated tab in the users page, or you can search for an individual user.
To find an individual user, enter the beginning of the user name or the display name,
or the complete user name or display name, in the Search field and click Search. All
matching user accounts are listed in the Users list.
The results show users whose user name or display name begins with the string you
typed in the search box. For example, the results of a search for su include Susan but
not Mitsu.
The user list shows some basic information about the users, including the name, email
address, user type, and verification status.
Verified user accounts have been verified using one of these methods:
Managing Users
2.
From the Administration UI, click Users. The Users page opens and displays the
user list.
3.
4.
Type an email address and click Create. An email invitation is sent to the address
you specify; the email contains a URL that the user can click to access Oracle Social
Network.
When the user clicks the invitation link, the browser client's password setup page
displays. After the user logs in to Oracle Social Network for the first time, the
Verified status appears in green text for that user in the user list.
Note: You can add many employee or outside users to Oracle Social Network at once
using the Bulk User Upload Wizard. For more information, see Adding Several
Employee or Outside Users at Once.
In some cases (such as when creating users in bulk, or if your system is not being used
in production yet) you might not want to send invitation emails to new users. If you
disable all email notifications for more than three days, no invitation emails are sent.
For more information about the global email notification setting, see Editing General
Properties.
2.
From the Administration UI, click Users. The Users page opens. The page is empty
until you find the user you want to enable or disable.
3.
4.
Click Edit for the user you want to enable or disable. The properties page opens.
5.
Managing Users
6.
Click Save.
2.
From the Administration UI, click Users. The Users page opens.
3.
4.
Select the user whose properties you want to change. The properties page opens.
5.
Edit the properties of the user. For more information about user properties, see
User Properties Page.
6.
Click Save.
Description
In this section you can view general information about the user; you cannot edit
the values.
Display Name
The version of the user's name to be displayed in the client. If blank, the User
Name is used.
ID
Type
User Name
Verified
Users are verified by either finding them in the user directory, or after the user
clicked a link in an invitation email to verify their identity and joined Oracle
Social Network.
Created
The date and time this user account was created in Social Network.
Last Modified
The date and time this user account was last modified.
Last Connected
The date and time this user last logged in to Oracle Social Network.
Last Disconnected
The date and time this user's last session with Oracle Social Network ended.
Account Settings
In this section you can enable or disable an account, and view the settings for
deleted or locked users.
Specifies whether this user is enabled on the system. A disabled user can't log in.
In addition, access for a disabled user is removed from all Conversations that
they were a member of, and other users can't select to follow that user or post to
their wall.
Indicates that the user account is locked. You can't modify this property from the
properties page. For more information about locked accounts, see Unlocking
User Accounts.
Managing Users
Element
Description
In this section you can specify user types and configure integration accounts.
These properties do not display for Outside Users.
Service Administrator
Developer
Specifies whether the user is a developer. Developers can access the Oracle
Social Network developer website to use specialized tools for development
work; developer tools include the API Explorer, Social Definition Builder, and
more.
Note: Set this property only on the staging instance; the developer user type is
intended for use only on that instance. Changes you make on the production
instance are not copied to the staging instance.
Integration Account
Allow the integration account to act on behalf of actual users. This privilege
lets the integrating program do tasks as a user who is not logged in to
Oracle Social Network, such as posting a message from an on-premise
application as if it were posted by a user. This privilege is enabled by
default.
Allow the integration account to access any data in Oracle Social Network
for any user. This privilege can be used for applications that require access
to this secured data, such as custom search indexing, eDiscovery, and
compliance. Use this setting with caution. Make sure the credentials to this
account are held securely. This privilege is enabled by default.
Tips:
Conversation Settings
You use integration accounts on both the staging instance (for testing) and
on the production instance.
We recommend that you not give integration account privileges to
developers.
In this section you can configure Conversation settings for the user.
To define users or groups who can post to this user's wall on their behalf, click
Choose Delegates and then search for the users and groups that you want to
assign as delegates.
In the Update Delegates dialog, move people or groups to the right column to
add them, or to the left column to remove them.
15-11
Managing Users
To synchronize profile information for all users at once, open the Users page and click
Sync Profile Data.
Notes:
The primary purpose of the wizard is to add users; however, if a user already
exists in the system, the wizard updates the user information based on the content
of the user properties CSV file.
By default, invitation emails are sent to all new users. For more information about
these emails and how to disable them if needed, see About New User Invitation
Emails.
2.
3.
4.
5.
Add information to the file. The wizard requires, at a minimum, each user's name
and email address. Optionally, you can add more information about each user to
the file. Use the instructions and examples in the template file as a guide.
6.
2.
3.
4.
Click Select File and follow the screen prompts to upload the CSV file that you
previously set up.
5.
Click Next. The wizard displays the list of users to be added. If any errors exist in
the CSV file, the errors are shown next to each user's information. If the file is
error-free, the Finish button is enabled.
6.
If you need to fix any problems in the CSV file, click Back, fix the file, and then
click Select File again to upload the corrected file.
7.
When the user information displays and no errors exist, click Finish to add or
update the users.
For more information about the types of users, see User Types.
Note: Not all environments allow extended collaboration. If your system does not
have this capability, the option does not display in the user interface.
To enable extended user collaboration:
1.
2.
3.
4.
5.
Add your company's "base" domains into the Employee Whitelist field. For
example, if you log in to Oracle Social Network as [email protected], put
example.com in the Employee Whitelist field. If you skip this step, you will be
unable to log in to Oracle Social Network after saving your change and logging
out.
15-13
Managing Apps
6.
Click Save.
Description
In this section you can define which external email addresses can be invited as
employee users to Oracle Social Network.
Employees
Employee
Whitelist
Outside Users
Outside Users
Whitelist
Managing Apps
App Types
Apps (sometimes called applications or gadgets) are web-based applications that can
be deployed in Oracle Social Network. Apps are applicable only on the web client.
There are two types of apps:
Conversation apps are external standalone applications that you can add to a
Conversation. Examples include a poll, map, or a photo viewer. An app definition
file, also called an app specification, is an XML file that defines its content,
behavior, properties, and the data it will display.
Managing Apps
Social Object apps represent business objects coming from a System of Record or
defined directly in Oracle Social Network, to make the information viewable in the
context of a Conversation. Social Object apps are managed using the Social
Definition Builder in the developer website.
From the Apps page, you can add Conversation apps that were defined in an app
definition file or Social Object apps that were exported from the Social Definition
Builder; and you can enable, configure, disable, or remove existing apps.
The Oracle Social Network Site App allows you to embed a live web page into a
Conversation. Note that many external sites, such as http://www.google.com,
don't allow embedding; these sites do not appear when a user puts the URLs in
the Oracle Social Network Site app.
The Oracle Social Network Photo App automatically displays all the images in
the Conversation as a slide show.
Adding an App
When you add an app, Oracle Social Network uploads the definition file containing
the code for the app and installs (deploys) it.
1.
2.
From the Administration UI, click Apps. The Apps page opens and lists the apps.
3.
4.
Enter a name and external ID for the app. For more information about these fields,
see App Properties Page.
5.
Click Select File and follow the screen prompts to upload the file containing the
app definition. The definition file must be valid XML that conforms to the schema
of the app type.
6.
Click Save.
7.
Edit the properties of the app as needed, by following the steps in Editing App
Properties.
Deleting an App
To delete an app, click Delete to the right of the app in the list. If instances of the app
exist in the web client, you can't delete the app.
Deleting an app removes it only from the Oracle Social Network application. The
actual file used to create the app is not deleted.
15-15
Managing Apps
2.
From the Administration UI, click Apps. The Apps page opens and lists the apps.
3.
4.
Edit the properties of the app. For more information about fields in the user
interface, see App Properties Page.
5.
Click Save.
Description
The general properties of an app display at the top of the page.
App Name
The name of the app, which is displayed in the client user interface.
App External ID
Specifies an identifier that allows other apps or code to refer to the app.
The ID can be up to 256 characters in length and must contain at least one period
(.) character.
Make sure the identifier you specify is unique across your system. Do not change
the External ID of an app that is provided with Oracle Social Network.
ID
Type
Not editable. An identifier assigned by the system for the app type.
Created
Not editable. Shows the date and time when the app was created. For apps that
are included as part of Oracle Social Network, the installation date and time are
displayed.
Last Modified
Not editable. Shows the most recent date and time that configuration changes
were made to the app.
Click Select File and follow the screen prompts to upload the file containing the
app definition. The definition file must be valid XML.
General Properties
App Enabled
App Available
App Local
Specifies whether the app communicates with the originating Oracle Social
Network server locally or over a proxy. The generated URL sent to the app on
the client differs depending on the selection. The default is deselected (not local).
Do not change this setting except at the direction of Oracle Support.
One App Instance Per Specifies whether more than one instance of the app can exist in a Conversation.
Conversation
If you select this option, the client user can add only one instance of the app in
the Conversation. For example, it doesn't make sense to have two instances of
the Photo Viewer app in a Conversation, but you might want to allow more than
one instance of a polling app to be added.
Managing Features
Element
Description
App Type
The properties are not editable from the Administration user interface. You can
change them using the REST API or (if you have the Developer privilege), using
the Social Definition Builder in the Oracle Social Network developer website.
Createable
Instances (Social Objects) based on the Social Definition can be created. If the
option is not selected, neither the REST API nor users on any client (such as web,
mobile, or Outlook) can create an instance of the Social Definition.
Customizable
You can customize the Social Definition. If this option is not selected, the Social
Object app does not display in the Social Definitions page.
Updateable
The Social Object fields can be updated in Oracle Social Network; an Edit button
displays for the object, allowing the user to change the Social Object description,
for example. If the option is not selected, neither the REST API nor users on any
client (such as web, mobile, or Outlook) can update fields of the Social Object.
Deletable
Instances of the Social Object can be permanently deleted. If the option is not
selected, neither the REST API nor users on any client (such as web, mobile, or
Outlook) can delete instances of the Social Object.
Renameable
The Social Object can be renamed. If the option is not selected, neither the REST
API nor users on any client (such as web, mobile, or Outlook) can rename the
Social Object.
Closeable
The Social Object can be closed (made inactive). If the option is not selected,
neither the REST API nor users on any client (such as web, mobile, or Outlook)
can close the Social Object.
If applicable, a table displays features that the app requires in order to work
properly. You can click a feature name to go to its properties page.
Required Features
2.
3.
Note: Both features and apps are re-seeded. You can't re-seed one without the other.
Managing Features
15-17
Managing Features
About Features
Features are JavaScript libraries that provide apps with specific functionality, such as
communicating with the Oracle Social Network Server, adding interactive behavior, or
manipulating data. Oracle Social Network adds several features as part of the
installation process. Under normal circumstances you do not need to change features
that are included with Oracle Social Network, but you might want to add features that
are needed by new apps that you add into the environment.
Do not modify or disable any of the default features unless advised to do so by Oracle
Support. Doing so might disable critical functions of Oracle Social Network.
From the Features pages, you can add features, and enable, configure, disable, or
remove existing features. Features currently installed in Oracle Social Network are
listed, along with fields indicating a version number and a date/time stamp indicating
the most recent update to the feature files.
Adding a Feature
When you add a feature, Oracle Social Network uploads the file for the feature and
adds (deploys) it.
1.
2.
From the Administration UI, click Features. The Features page opens and lists the
features.
3.
4.
5.
Enter a version number for the feature in the Feature Version field. You can have
more than one version of a feature on the system; each version is shown separately
in the feature list.
6.
Click Create.
7.
Open the properties file for the new feature and add its feature file. For more
information, see Editing Feature Properties.
Deleting a Feature
To delete a feature, click Delete to the right of the feature in the list.
Note: Deleting a feature removes it only from the Oracle Social Network application.
The actual file used to create the feature is not deleted.
2.
From the Administration UI, click Features. The Features page opens and lists the
features.
3.
Select the feature that you want to change. Its properties page opens.
4.
Edit the properties of the feature. For more information about fields in the user
interface, see Features Properties Page.
5.
(Optional) To edit the properties of the feature files for the feature, select the file in
the Feature Files list, edit its properties, then click Save.
6.
(Optional) The order of feature files is significant. To change the order of the
JavaScript files for a feature, click Move Up or Move Down next to the file that
you want to move.
7.
Click Save.
Description
Feature
Feature Name
Version
The version of the feature. The version must contain only numbers and one or more
period (.) characters. You can have more than one version of a feature on the system;
each version is listed separately in the feature list.
ID
Type
Not editable. An identifier assigned by the system for the feature type.
Created
Not editable. Shows the date and time when the feature was created. For features
that are included as part of Oracle Social Network, the installation date and time are
displayed.
Last Modified
Not editable. Shows the most recent date and time that configuration changes were
made to the feature.
Each feature file for the feature is listed. Click the file name to edit it.
Feature Files
File Name
ID
Type
Not editable. An identifier assigned by the system for the feature type.
Not editable. A MIME type assigned by the system for the feature type, based on
the content of the file.
File Length
Created
Not editable. Shows the date and time when the file was created. If the file was
included in Oracle Social Network, the installation date and time are displayed.
Last Modified
Not editable. Shows the most recent date and time that configuration changes were
made to the file.
To upload a new file, click Choose File. Browse to the location of the file you want,
and click Open.
15-19
You can create a Social Definition in different ways, including using the Social
Definition Builder tool in the Oracle Social Network developer website, or using the
Oracle Social Network REST API. For more information, see the Oracle Social Network
Developer's Guide (accessible from the developer website).
If the customizable property of a Social Definition is enabled, you can change some of
its properties using the Administration UI. After you save a change, it is visible to end
users when they start a new browser session or do a full page refresh. You can set the
customizable property from the Social Definition Builder in the developer website, or
using the Oracle Social Network REST API. For more information, see the Oracle Social
Network Developer's Guide (accessible from the developer website).
The following table shows the (non-editable) properties that display for Social
Definitions when you navigate to Social Definitions. Additional properties display
when you choose to edit an individual definition.
Element
Description
Social Definition
Name
The name of the Social Definition as it appears in the Administration user interface.
This property is editable from the Social Definitions page when adding the definition,
and editable from the Apps page after creation.
External ID
The unique identifier for the Social Definition. This identifier uses namespacing to
specify the originating application; for example, a Social Definition named
Opportunities might have the External ID companyname.crm.opportunities. This
property is editable from the Social Definitions page when adding the definition, and
editable from the Apps page after creation.
Enabled
Shows whether the Social Definition is enabled. Enabled Social Definitions display in
the client user interface's Social Objects drop-down list (if the app is Discoverable or if
it was shared with the user). This property is editable from the Social Definitions page
when adding the definition, and editable from the Apps page after creation.
Property Type
Property
Social Definition
Social Definition
Name
Apps
Page
Social
Social
Definitions Definition
Page
Builder
Display Name
External ID
Social Definition
Field
X
X
Fields
Group
Enabled
Available
Local
Definition File
Columns to Display
Label Position
Show in Summary
Show in Detail
Show in Digest
Sortable
Filterable
Read Only
Required
Use for
Recommendations
Deleteable
Discoverable
Recommendations
Updateable
Closeable
Renameable
All
2.
From the Administration UI, click Social Definitions. The Social Definitions page
opens and lists the existing definitions.
3.
15-21
4.
Enter a name and external ID for the Social Definition. For more information about
these fields, see Social Definition Properties Page.
5.
Click Select File and follow the screen prompts to upload the Social Definition.
The definition file must be valid XML that conforms to the Social Definition
schema.
6.
Click Save.
7.
Edit the properties of the Social Definition as needed, by following the steps in
Editing Social Definition Properties.
2.
3.
Select the Social Definition that you want to change. Its properties page opens.
4.
Edit the values that are displayed. For more information about a field, see Social
Definition Properties Page.
5.
6.
To preview your selections as they would be displayed in the web client, click
Preview. A popup window opens and displays the Social Object as it would look
with your changes.
7.
Click Save. The change is visible to end users when they start a new browser
session or do a full page refresh.
8.
Optionally, create success rules in the Recommendations section that define which
combinations of fields and values indicate a successful Social Object. For more
information about defining success rules, see the Recommendations section in the
Social Definition Properties Page. Click Save when finished.
Description
General properties appear at the top of the page. They are not editable.
Display Name
The name of the Social Definition as it appears in the client user interface.
Display Name
Plural
The plural name of the Social Definition as it appears in the More drop-down list in the
client user interface.
Social Definition
Name
The name of the Social Definition as it appears in the administrator user interface.
Editable from the Apps page.
Namespace
Oracle Social Network supports namespacing all the objects under their respective
originating applications. The use of namespacing ensures that External IDs remain
unique across all Social Object definitions and Social Object instances. In addition to
External ID namespacing, you should namespace Social Object field names. Social
Definition fields are restricted to the Social Definition namespace and must be unique
within the definition.
Element
Description
External ID
The unique identifier for the Social Definition. This identifier uses namespacing to
specify the originating application; for example, a Social Definition named
Opportunities might have the External ID companyname.crm.opportunities. Editable
from the Apps page.
Group Name
The name of the group, such as CRM. Typically the Group Name corresponds to the
name of the System of Record providing data for the Social Definition, but this is not
required. In the Oracle Social Network browser client, Social Definitions generally are
grouped and displayed in the Social Objects drop-down list.
Enabled
Shows whether the Social Definition is enabled. Enabled Social Definitions display in
the client user interface (if the Social Definition is also Discoverable). Editable from the
Apps page.
Closeable
Shows whether a Social Definition instance (Social Object) can be closed by the end user
in the web client interface.
Deletable
Shows whether a Social Definition instance (Social Object) can be deleted by the end
user in the web client interface.
Updateable
Shows whether a Social Definition instance (Social Object) can be updated by the end
user in the web client interface.
Renameable
Shows whether a Social Definition instance (Social Object) can be renamed by the end
user in the web client interface.
Visibility
These options affect whether users can make Social Definition instances (Social Objects)
public, and the default setting for new Social Objects.
Allow Public
(Discoverable)
Social Objects
If enabled, the Social Definition displays in the Social Objects drop-down list in the user
interface, and users can make Social Objects public in the same way they would make a
Conversation public. Public Social Objects appear in search results and in the Available
area on the Social Objects page. If disabled, the user does not see the Social Definition or
any of its Social Objects unless it is shared with them.
Default Visibility
Setting
Layout Options
These options affect the position of the fields in the Social Object.
Columns to
Display
Specifies the number of columns to use when displaying the Social Object in the user
interface.
Label Position
Specifies whether to display the field name above the field or to the left of the field in
the Social Object.
Ordered Fields
Field Order
(arrows)
Use these arrows to change the order of the fields as displayed in the user interface.
Field Name
Not editable. The name of the field as it appears in the user interface.
Type
Read Only
Specifies whether the field is read-only in the Detail view of the Social Object.
Required
Show in Summary
Specifies whether the field displays in the Summary (List) view of the Social Object.
Show in Detail
Specifies whether the field displays in the Detail view of the Social Object.
Show in Digest
Sortable
Specifies whether the user can sort the list view of the content using this field. If
enabled, the field displays as a Sort by selection.
Filterable
Specifies whether the user can filter (search on) the list view of the content based on this
field.
15-23
Element
Description
Use for
Recommendations
Recommendations
(Optional) These values are used by the recommendation function of Oracle Social
Network; recommendations are shown in the user interface so that users can connect to
the right people. For example, after you define success criteria, people who worked on
successful Social Objects will be favored in the recommendations.
Use these fields to define which combinations of fields and values define a successful
Social Object.
Mark as successful Select whether all of the conditions must be true (the conditions are ANDed) or any of
when...
the conditions can be true (the conditions are ORed), to define success for a field in the
Social Object.
Field drop-down
list
Quantifier
drop-down list
Select one of the quantifiers (is equal to, is less than, and so on).
Field value
Type a value that completes the success rule. For example, you might have a Status
field that indicates success when its value is Won. Your success rule would be:
Note: The system does not check the field value that you type for correctness. Make
sure the value makes sense for the field you selected; for example, if you select a Date
field, make sure you type the date in the correct format.
Click the add icon
to remove a rule.
2.
From the Administration UI, click Conferencing. The Conferencing page opens
and lists the services.
3.
4.
Enter the service name and URL, and select options for the service. The fields
displayed on the page can vary depending on the type of service you are adding.
For more information about fields in the user interface, see Conferencing Services
Properties Page or (for custom-designed services) consult your application
development team.
5.
Click Create. The detailed properties page displays the new service with the
values that you previously entered.
6.
2.
From the Administration UI, click Conferencing. The Conferencing page opens
and lists the services.
3.
Select the service that you want to change. Its properties page opens.
4.
Edit the properties of the service. The fields displayed on the page can vary
depending on the type of service you are editing. For more information about
fields in the user interface, see Conferencing Services Properties Page.
5.
Click Save.
Description
General Properties
Service Name
ID
Type
Not editable. A identifier assigned by the system for the service type.
Created
Not editable. Shows the date and time when the service was created. If the
service was included in Oracle Social Network, the installation date and time are
displayed.
Last Modified
Not editable. Shows the most recent date and time that configuration changes
were made to the service.
Adapter Settings
Service Enabled
Enable or disable the service. If a service is disabled, the service properties are
not displayed in the client user interface.
If selected, and if a password is relevant for the specific service, the client user
interface allows users to set and save their password in their settings. For
example, in the web client the user can set passwords in the Conferencing
section of Settings.
If this option is disabled, the Password field does not display in the client; in this
situation, when the user selects to start a conference, a popup window displays
for the user to enter their password.
15-25
Element
Description
Service URL
The address of the service. Services provided by Oracle Social Network, such as
WebEx, are inside your network (intranet); the address always starts with
internal:. If your environment includes any additional conferencing services,
those URLs are external, beginning with https://.
If selected, the service uses the proxy that is pre-configured by Oracle Support
for your environment to reach the adapter server. The property is applicable only
if the service is hosted on a server outside the firewall. By default, the proxy will
be the same as the one for the Oracle Social Network server.
Accept Self-Signed
Certificate
If applicable, the user name for Oracle Social Network to use when accessing the
service.
A conferencing provider might require Oracle Social Network to send a user
name and password before it will accept any requests. This is an extra level of
server-to-server security that would prevent an unauthorized server from using
the vendor's API.
Adapter Server Password If applicable, the password for Oracle Social Network to use when accessing the
service.
A conferencing provider might require Oracle Social Network to send a user
name and password before it will accept any requests. This is an extra level of
server-to-server security that would prevent an unauthorized server from using
the vendor's API.
Description
More or fewer fields may be displayed. The properties that display in this section
vary depending on the type of service you are viewing.
Site Name
The (WebEx) site name. Note that the site name does not include http:// and .com
information; for example, if the full URL to the site is http://acme.webex.com,
you enter acme as the Site Name.
Corporate ID
The phone number of the service, as it would be dialed by a user. Do not include
dashes or slashes.
Plugin ID
Plugin Password
Session Timeout
2.
From the Administration UI, click Conferencing. The Conferencing page opens
and lists the services.
3.
Select the service that you want to delete; its properties page opens.
4.
Service Name
WebEx
Service Enabled
Selected
internal:waggle.webex.meeting
Selected
Site Name
The fields Accept Self-Signed Certificate, Adapter Server User Name, Adapter
Server Password, and Site Name are blank by default.
15-27
The following example scenario shows how users might interact with Oracle Social
Network to manipulate files stored in Google Drive. In this scenario, Tim is part of the
sales team responsible for the Acme account. Acme is a long-time customer and
frequently requests proposals for new products. In the past, Tim and his team have
shared presentations and proposals with Acme using Google Drive.
Acme has shared a new Request For a Proposal (RFP) with Tim in Google Drive. The
file is in Microsoft Word format. Tim and his team are using OSN for collaboration:
1.
Tim creates a new Conversation named RFP for Acme and adds the sales team.
2.
In RFP for Acme, Tim wants to create a new message containing the RFP. After he
clicks the Add Documents (paper clip) icon, he follows the screen prompts to
authorize Oracle Social Networks's access to his Google Drive account (if this is his
first access from Oracle Social Network), and to get the document. Oracle Social
Network keeps track of the originating location of the file.
3.
4.
5.
After the final RFP version is uploaded to the Conversation, Tim uses the Copy
menu, selecting the Copy Back to Google Drive operation, to copy the final RFP
back to Google Drive. Oracle Social Network tracked the original location of the
file, and places the new document in that same location, replacing the original
document.
6.
Tim notifies the Acme team that the updated RFP is ready for their approval in
Google Drive.
Creating the Client ID and Client Secret in the Google API console.
2.
Editing the properties of the Google Drive cloud service in the Oracle Social
Network Administration UI to add the Client ID and Client Secret from the
Google API console.
Creating the Client ID and Client Secret in the Google API console
1.
2.
If you do not already have a Google API project, create a new one, following the
prompts in the console.
3.
From the Overview page of the Project Dashboard, find the Boost your app with a
Google API section and click Enable an API.
On the page that opens, search for Drive API, then click Off to toggle it to the On
setting.
4.
Navigate to APIs & auth, then Consent screen. Enter a product name, and
optionally enter a path to a hosted logo image. The logo image displays on the
authorization page when a user chooses to authorize Google Drive in Oracle Social
Network.
Note: Although providing a logo is optional, we recommend that you do so;
otherwise, a "missing image" indicator appears in the authorization page.
5.
Navigate to APIs & auth, then Credentials, then OAuth, then Create New Client
ID and follow the instructions in the user interface to create a Client ID.
For the Authorized JavaScript Origins field, clear the value (leave it empty).
6.
For the Authorized Redirect URIs field, use the value that displays in the
Oracle Social Network properties page for the Google Drive service. This
property provides the URL that the Google Drive service should redirect to
after granting authorization.
Take note of the Client ID and Client Secret that display. You will use these values
in the Oracle Social Network properties page for Google Drive in the next part of
the process.
2.
From the Administration UI, click Cloud Documents. The Cloud Documents page
opens and lists the services.
3.
4.
Enter the values for the Client ID and the Client Secret from the Google API
console into those service-specific fields.
5.
Click Save.
2.
From the Administration UI, click Cloud Documents. The Cloud Documents page
opens and lists the services.
3.
4.
Enter information about the cloud document store name and URL, and select
options for the service. The fields displayed on the page can vary depending on
the type of service you are adding. For more information about fields in the user
interface, see Cloud Document Services Properties Page or (for custom-designed
Administering Oracle Social Network
15-29
Click Create.
2.
From the Administration UI, click Cloud Documents. The Cloud Documents page
opens and lists the services.
3.
Select the service that you want to change. Its properties page opens.
4.
Edit the properties of the service. The fields displayed on the page can vary
depending on the type of service. For more information about fields in the user
interface, see Cloud Document Services Properties Page.
5.
Click Save.
Description
General Properties
The name of the document store. This can be any name you prefer; it does not
have to match the Google project name.
ID
Type
Not editable. An identifier assigned by the system for the service type.
Version
Not editable. Shows the version or release number of the service, if the adapter
developer provided one.
Created
Not editable. Shows the date and time when the service was created.
Last Modified
Not editable. Shows the most recent date and time that configuration changes
were made to the service.
About
Not editable. Shows general information about the service, if the adapter
developer provided it.
Authorization Redirect URL Not editable. The URL for returning to Oracle Social Network after granting
authorization, such as a specific page served by the Oracle Social Network
server. Use this URL when creating a Client ID using the Google API console.
Adapter Settings
Enabled for End Users
Adapter Online
Enable or disable communication with the service. If the service is offline, Oracle
Social Network can't send any requests to it. Deselect this option if the service is
no longer accessible to Oracle Social Network.
Element
Save User Passwords
Description
If selected, and if a password is relevant for the specific service, the client user
interface allows users to set and save their password in their settings. For
example, in the web client the user can set passwords in the Cloud Documents
section of Settings.
If this option is disabled, the Password field does not display in the web client;
in this case, when the user selects to use the service, a popup window displays
for the user to enter their password.
Prominent
Specifies whether the service instance is prominent in the client user interface.
Prominent services are easier for users to find; their actions are included in the
Add and Copy menus. For example, when the user clicks the Add Documents
button, prominent services are shown in the pop-up menu. Non-prominent
services are listed in the standard cloud document store list (after the user clicks
Add Document and then clicks Add from Cloud Document Store).
If an Oracle Documents service is enabled in your environment, it is prominent
by default.
If more than one service is prominent, they are sequenced alphabetically by
adapter name.
Copy or Link
Specifies whether or not to use the Oracle Social Network proxy when
communicating with the adapter.
Accept Self-Signed
Certificate
The user name for the adapter. This property is applicable if the adapter server is
a "user" from the perspective of the cloud document service and needs to log in.
The password for the Oracle Social Network instance. This property is applicable
if the adapter server is a "user" from the perspective of the cloud document
service and needs to log in.
The properties vary depending on the type of service you are viewing. More or
fewer fields may be displayed in this section.
Note that the proxy settings in this section control whether or not the cloud
document adapter uses a proxy when communicating with the service provider
(for example, google.com).
The proxy hostname for use when connecting from the adapter to the service. If
you leave the field blank, the proxy is disabled.
If a proxy is required, but has been disabled, an error occurs when a connection
is attempted.
The HTTP proxy port number for use when connecting from the adapter to the
service. If you leave the field blank, the default value of 80 is used.
The HTTP proxy scheme for use when connecting from the adapter to the
service. If you leave the field blank, the default value of http is used.
ID/Key
15-31
Element
Description
Secret
2.
3.
Edit the properties. For more information about fields in the user interface, see
Federated Authentication Properties Page.
Note: The URL properties display after you select the Enabled option.
4.
Click Save.
Element
Description
Enable Federated
Authentication URLs
Login URL
Required. Specify the URL to which the user will be taken to log in, in the format
http[s]://<host>:<port>/<path>. For example:
https://companyname.com:12345/osn/federatedLogin.html/
Logout URL
Required. Specify the URL to which the user will be taken to log out, in the
format http[s]://<host>:<port>/<path>. For example:
https://companyname.com:12345/oam/server/federatedLogout/
Required. Specify the URL to which the user will be taken at the completion of a
successful login, in the format http[s])://<host>:<port>/<path>. For example:
https://companyname.com:12345/fedauthcompleted/?authentication=success
Required. Specify the URL to which the user will be taken after an unsuccessful
authentication, in the format http[s]://<host>:<port>/<path>.
The user is authenticated by your server, which you configure with a maximum
number of login attempts; after the user fails to authenticate in that number of
tries, the failure URL is used. For example:
https://companyname.com:12345/fedauthcompleted/?authentication=failed
15-33
16
Collaborating Through Social Networking for
Outside Users
16
This section talks about features available to you when you collaborate with a
company as an outside user using social networking.
Have an ongoing Conversation about an issue. Anyone new that joins the
Conversation can quickly get up to speed on what's already been done or said.
Share presentations and other documents and get input from other team members.
Web conference and juggling email responses not required.
Know when you need to review or respond to something by viewing your flagged
items.
Get real-time notifications about updates to key Conversations.
If you were invited to join a Conversation via an email, click the link in the email.
If you have access to the company's application, while viewing the landing page,
click the Social icon, or in the Navigator, click Social.
The Social application or panel opens, showing the Overview page with the most
recent messages in all Conversations that are available to you.
You can also see the most recent messages in the Recent Activity section on the right
side of the Social application or panel. It includes the following sections:
Recent ActivityDisplays the most recent messages in all Conversations that are
available to you.
TrendingDisplays the Conversations that are available to you with the most
people in them at the moment. It also shows any conferences running in
Conversations you're a member of. Click
to join the conference.
Note: If you don't see the sections on the right, your browser window is not wide
enough. Expand your browser window to see it.
Find your name or picture in the Social application or panel, and click it.
2.
3.
Edit your personal information. Don't forget to add a bit about what you do in the
Description box under Basic Information and your contact information in the
boxes under Contact Information.
Note: Some information is read only. If you need to change the read-only
information, contact your administrator.
4.
To change your profile picture, click it, then select Upload Photo. Select a .gif,
.png, or .jpg file. After you select a picture, you can use the crop tools to re-size it.
Your picture is scaled to 150x150 pixels square.
Note: If you use Mozilla Firefox and JAWS, you must disable pop-ups before you
upload a profile picture. If you don't disable pop-ups, the upload dialog won't
appear.
In the text box at the bottom of the display, type your message.
Formatting options are available beneath the text box after you click it. Hover over
the icons to see what they do.
3.
Click Post.
To reply to a message:
Click
Reply under the message.
To like a message:
Click
Like under the message.
Tip: To see who has liked a message, click the link that shows the number of people
who have liked it.
To mark a message as read or unread:
Click the blue dot next to a message to mark it as read.
To mark a message as unread, click
Unread.
To edit a message:
Click
More under the message, then click Edit.
Notes:
Any special markup on a message is lost when you edit the message.
To delete a message:
You can delete only messages you posted.
Click
2.
Click
, then select:
Note: To set your default preference for showing or hiding membership messages,
click your user name at the top of Oracle Social Network, click Settings, then, under
Preferences, select the option you want.
To view your favorite Conversations, navigate to the list of Conversations (from the
navigation menu on the left, select Conversations), click Show, then click Favorites.
Collaborating Through Social Networking for Outside Users 16-3
To view all your favorites, including messages, from the navigation menu on the left,
select Favorites.
You can filter or sort your favorites to change your view.
2.
3.
Optionally, in the text box add a message to post with the document.
4.
Click Upload.
and select a
Your document, with any message you added, is posted to the Conversation.
To open a preview of the file in Oracle Social Network, click the file's thumbnail.
Notes:
The list of file types you can preview is long, but there are some file types you
can't preview, like an archive or executable file. Oracle Social Network
supports adding these types of files but not previewing them. For these file
types, you can download the file and open it on your computer.
If the file was added from a cloud document store, you can open the file in the
cloud document store's viewer. Under the document, click Open Document in
Cloud Document Store, where Cloud Document Store is the name of the cloud
document store.
Note: To open the file, you must have permission to the file in the cloud document
store. If you don't have permission, you get an error when you try to open it.
To download a file and open it on your computer, click Download under the
document.
Note: If the document is from a cloud document store, a browser window opens,
where you can download the file or view the online preview of the file. To
download the file, you must have permission to the file in the cloud document
store. If you don't have permission, you get an error when you try to download it.
To view a list of all documents and folders in a Conversation, click the Documents tab.
Open a preview of the file. For more information, see How do I view a file?
2.
Not Flagged
For Your Information (flag with "i")Look at this when you have time.
Please Reply (flag with black arrow)Look at this, and let me know what
you think.
Please Reply - Urgent (flag with red arrow)Look at this now, and let me
know what you think immediately. (An email notification is always sent for Please
Reply - Urgent flags.)
To search for someone, start typing the name in the search box. Results appear as you
type. Use the menu next to a person in the results to assign, change, or clear a flag.
If a message becomes more urgent, or less, you can return to it and change the flag
type any time.
You can tell when you've been flagged by the flag icon next to flagged messages. If the
flag is hollow, no one has been flagged. If the flag is red, the flag is assigned to you. If
the flag is blue, the flag is assigned to someone else. Two flags show that more than
one person is flagged. Mouse over the flag to see who assigned it and who it is
assigned to.
To remove an assigned flag, click the flag icon next to a message to open the Manage
Flags dialog and then click
next to one or more people. To remove all assigned
flags on a message, click Clear All at the top of the dialog.
Open the social network (see How do I view the social activity?).
2.
To view flags you assigned to yourself or others, click Flags You Assigned. To
return to the flags assigned to you, click Flags for You.
To filter the flags by type, click Show, then select an option: All, For Your
Information, Please Reply, or Please Reply - Urgent.
To sort the flags, click the current sort option (Flag Date or Message Date), then
select what you want to sort by and the order you want them sorted in
(Ascending or Descending).
For more information on flags, see How can I alert people to an important message?
Viewing Hashtags
Wherever you see them, hashtagged terms are clickable and will open a hashtag page
where all messages that include that hashtag are shown. So clicking #discounts in any
Conversation opens a #discounts page which shows any message that you have access
to that includes the discounts hashtag.
How do I search?
You can do a global search from the search box at the top of the Social panel, or you
can search within a Conversation.
Performing a global search:
1. Enter at least two characters in the search box at the top of the Social panel, then
press Enter or click .
2.
Optionally, select a filter from the Show menu to show a particular result type (for
example, Conversations or documents).
3.
4.
Click
3.
4.
5.
1.
2.
Click
3.
In the Start Conference dialog, select your conference service, set the values as
necessary, then click Start.
Note: If you want to save your conference settings, select Remember Conference
Settings.
Your web conference application opens.
To end the conference, click
To navigate between list items and messages, use up and down arrow keys.
When you press Esc to close a dialog, focus moves to the button used to open the
dialog, even if you used a keyboard shortcut to open the dialog.
Note: The supported screen reader browser is Firefox 26 or later with the latest version
of your screen reader software.
List ActionsUse these shortcuts with the list item that currently has focus.
Message ActionsUse these shortcuts with the message that currently has focus.
Post and Reply Entry ActionsUse these shortcuts within the post and reply
entry areas.
You can add one or more hashtags to any message (comments, replies, and
document messages) simply by typing "#" before a term. When you start typing a
hashtag by typing "#" plus at least one letter, existing hashtags (ones that have
been used before) appear for you to select from. Use the up and down arrows to
select an existing hashtag, then press Enter or Tab to use the selected hashtag. For
more information, see What are hashtags (#) and how do I use them?
Notifications let you know when certain events occur in Oracle Social Network,
like when someone flags you, or when someone clears a flag that you have set.
You can set up your notifications to send emails just for the events you're
interested in.
Use preferences to customize your Oracle Social Network experience, like your
interface language and date format.
You can enter your conference account information so that when you join a
conference you don't have to enter the information each time.
Click your user name at the top of Oracle Social Network, then click Settings.
2.
Confirm your email address where notifications will be sent. If it's incorrect,
change it yourself if you can or, if the email address is not editable, inform
your administrator.
Select which events you want to be notified about.
Note: You are always notified when a Please Reply - Urgent flag is assigned
to you.
3.
Select whether you want a daily email summary of all the activity in your
Conversations.
Set your desired time and date stamp format.
4.
Specify whether to use the Enter key or the Post key to post messages.
Control whether you see a message every time someone joins or leaves a
Conversation.
Mark all messages in every Conversations as read, so you don't have to do it
on a Conversation-by-Conversation basis.
Use the settings under Conferences to enter your account information (such as
user name and password) for the web conferencing application you use.
How can I get more help on how to use Oracle Social Network?
Click
the top of Oracle Social Network. This opens a Help Center where you can
find out how to do everything available in your social network.