The Discussions service provides a means of creating and participating in text-based discussions with other members of a particular group space. Discussion forums additionally provide a way to preserve discussions and, consequently to revisit them later.
This chapter explores the Discussions service and the task flows that expose its features. It contains the following sections:
This chapter is intended for users who want to understand the Discussions service and learn how to use its features. By default, members of WebCenter Spaces group spaces and authenticated users of custom WebCenter applications have all the access required to view and participate in discussion forum discussions.
The WebCenter Spaces application administrator has the authority to expose or hide a particular service's task flows. Tasks discussed in this chapter are not available to you if the relevant service is hidden.
You can use the features of the Discussions service to post, respond to, and preserve topical information in discussion forums scoped to group spaces or to entire applications. Users post topics to a discussion forum (Figure 21-1), and other users post information relevant to those topics (Figure 21-2
). All of this information is preserved within the forum.
The back-end Jive server that provides the Discussion service manages discussion content in a hierarchy. At the top of the hierarchy are categories, below that are forums, and then topics. Where categories are exposed in your WebCenter application, authorized users can create multiple forums within a given scope and multiple topics under those forums. Where categories are not exposed, authorized users can create multiple topics under one forum within a given scope.
Support for categories equates to support for multiple forums within a scope. Support for forums equates to support for one forum within a given scope. That understood, whether you can create multiple forums or multiple topics under a single forum depends on what the application administrator specified on the template used to create the scope or on the Discussions service connection.
In WebCenter Spaces, the Discussions service is scoped to group spaces. That is, you can create forums and topics only within the context of a group space. You can view and participate in discussions in both group spaces and personal spaces, depending on your application permissions.
Access to discussions is influenced by application security. The WebCenter Spaces application is, by default, a secure application, and so users can access discussions according to the permissions they are granted by their specific user roles within a given group space.
WebCenter Spaces scoping additionally limits the users who can view and participate in discussions. For example, only members of the Finance group space can view the discussions that transpire in the Finance group space's forum(s).
To expose a discussion forum to a specific set of users, you must add just those users as members of the group space where you hold the forum (see Section 10.11.2, "Granting WebCenter Spaces Users Access to a Group Space."). To open a discussion to all users, you must create a publicly-accessible group space (see Section 10.11.3, "Granting Public Access to a Group Space"
).
Most Discussions service task flows provide configuration settings for specifying which forum content to show. This is of particular use in personal spaces and in custom WebCenter applications, which both exist outside a specific group space scope. See Section 21.3, "Setting Discussions Service Task Flow Properties."
Where Discussions are scoped to group spaces in WebCenter Spaces, they are scoped to authenticated users in custom WebCenter applications. Any user who has logged in to a custom WebCenter application can view discussions. And users with sufficient permissions can create forums and topics.
With custom WebCenter applications, security is determined at design time by application developers. In an unsecured WebCenter application, the user identity is not propagated to the Discussions server; consequently, users are identified as GUEST (that is, as anonymous users) and can view only public categories and forums.
Note:
Categories and forums are server-side classifications that move from category to forum to topic. That is, a category can head a collection of forums, just as a forum can head a collection of topics.In a secured custom WebCenter application, Discussions permissions are allotted according to an individual user's assigned user role. For example, a user can be a moderator, participant, or viewer. A forum moderator can edit and delete any topics and messages within a forum. A forum participant can create topics and edit his or her own topics. A forum viewer can view topics and messages.
The Discussions service provides a wide variety of task flows for viewing and participating in discussions. These include:
Discussion Forum Manager provides controls for creating discussion forums; creating, replying to, and managing discussion forum topics; and selecting watched forums and watched topics (Figure 21-3).
In the WebCenter Spaces application, the Discussion Forum Manager task flow is additionally exposed on a Discussions page, provided by default in every group space.
In the WebCenter Spaces application, the Discussion Forum Manager task flow is available only to group spaces. You cannot add a Discussion Forum Manager to a personal space. In custom WebCenter applications, the Discussion Forum Manager task flow is available for placement on any application page.
Forums provides a means of accessing all possible views of a particular group space's discussions (Figure 21-4).
Use the Forums task flow to view Recent Topics, Popular Topics, Watched Topics, and Watched Forums.
In the WebCenter Spaces application, The Forums task flow is additionally exposed as the Discussions panel in the Sidebar (Figure 21-5).
The Forums task flow also provides controls for determining the data to show in addition to the forum or topic title. Click the Edit icon in the task flow toolbar to open the Display Settings dialog box (Figure 21-6).
Display Settings available for the Forums task flow and the Discussions panel in the WebCenter Spaces vary according to the option currently selected on the task flow Display Options menu (Figure 21-7).
For example, when Recent Topics is selected on the menu, the Display Settings dialog box offers the options Author, Date, and Number of Replies. When the task flow displays Watched Forums, the Display Settings dialog box offers the options Date and Number of Topics.
The Forums task flow is available for placement on any application page, regardless of whether the page is scoped to a personal or group space or is part of a custom WebCenter application.
Popular Topics (Figure 21-8) provides a look at the most frequently viewed discussion topics in all the discussion forums in a given group space (WebCenter Spaces) or the entire application (custom WebCenter application).
The Popular Topics task flow also provides controls for determining the data to show in addition to the topic title. Click the Personalize icon in the task flow header (Figure 21-9) to open a panel with controls for selecting the type of additional data to show.
The Popular Topics task flow is available for placement on any application page, regardless of whether the page is scoped to a personal or group space or is part of a custom WebCenter application.
Recent Topics (Figure 21-10) provides a look at the most recently accessed discussion topics in all the discussion forums in a given group space (WebCenter Spaces) or the entire application (custom WebCenter application).
Access to group space discussion topics is restricted to those group spaces of which you are a member.
The Recent Topics task flow also provides controls for determining the data to show in addition to the topic title. Click the Personalize icon in the task flow header (Figure 21-11) to open a panel with controls for selecting the type of additional data to show.
The Recent Topics task flow is available for placement on any application page, regardless of whether the page is scoped to a personal or group space or is part of a custom WebCenter application.
Watched Forums (Figure 21-12) provides a means of viewing all discussion forums you have selected to watch from a particular group space (WebCenter Spaces), from all group spaces (WebCenter Spaces), or from the entire application (custom WebCenter application).
The Watched Forums task flow also provides controls for determining the data to show in addition to the topic title. Click the Personalize icon in the task flow header (Figure 21-13) to open a panel with controls for specifying the type of additional data to show. See Section 21.2.5, "Watching Forums and Topics."
The Watched Forums task flow is available for placement on any application page, regardless of whether the page is scoped to a personal or group space or is part of a custom WebCenter application.
Watched Topics (Figure 21-14) provides a cohesive view of all the topics you have selected to watch from a particular group space (WebCenter Spaces), from all group spaces (WebCenter Spaces), or from the entire application (custom WebCenter applications).
The Watched Topics task flow also provides controls for determining the data to show in addition to the topic title. Click the Personalize icon in the task flow header (Figure 21-15) to open a panel with controls for specifying the type of additional data to show. See Section 21.2.5, "Watching Forums and Topics."
The Watched Topics task flow is available for placement on any application page, regardless of whether the page is scoped to a personal or group space or is part of a custom WebCenter application.
The Discussions service is tightly integrated with other WebCenter services, such as Links and Mail. For example, all mail sent to a group space distribution list can additionally be posted to that group space's default discussion forum. The group space moderator must select Monitor Incoming Mail in the group space settings for the Discussions service (see Section 11.3.4, "Publishing Group Space Mail in a Discussion Forum"). Every discussion topic provides the opportunity to link from the topic to another group space item, such as a document or an announcement. (For information about the Mail service, see Chapter 25, "Working with the Mail Service."
For information about the Links service, see Chapter 16, "Working with the Links Service."
)
The Discussions service task flows expose all of the functionality available from the Discussions service. The Discussion Forum Manager is the most feature-rich task flow, providing controls for creating and managing discussion forums and posting and managing discussion topics and replies. The other task flows are useful windows into discussion forum content. They provide different views of the discussion forums and topics available to a particular group space or all group spaces (WebCenter Spaces) or to an entire application (custom WebCenter application).
Note:
For information about configuring a Discussions service task flow to display the discussions from a particular group space or from all group spaces, see Section 21.3, "Setting Discussions Service Task Flow Properties."Most of the subsections in this section describe tasks you can accomplish through the Discussion Forum Manager task flow. When you can use other task flows to perform the described actions, this is noted.
This section contains the following subsections:
Create discussion forums on the Discussions page (WebCenter Spaces) or with the Discussion Forum Manager task flow (WebCenter Spaces and custom WebCenter applications).
To create forums in WebCenter Spaces, you must be the group space moderator. To create forums in custom WebCenter applications, you must be a moderator or administrator on the back-end Jive Discussion Server that provides the WebCenter Discussions service.
Note:
Whether you can create multiple forums or topics under a single forum depends on what the application administrator specified on the template used to create the scope or on the Discussions service connection. For more information, see Section 21.1, "What You Should Know About the Discussions Service."To create a discussion forum:
Log into your WebCenter application.
For information about logging in, see Section 2.2.1, "Logging In to a WebCenter Application."
Go to the Discussion Forum Manager task flow where you want to create a discussion forum.
Click the Create Forum button (Figure 21-16).
The Create Forum dialog box opens (Figure 21-17).
In the Forum Name field, enter a name for the discussion forum.
Enter up to 255 characters.
Optionally, in the Forum Description text box, enter a description of the discussion forum.
Enter up to 4000 characters.
Click OK.
The new forum appears on the list of forums (Figure 21-18). Click a forum name to view forum content.
Renaming a forum or revising a forum description is quick and easy. This section describes how.
To rename a discussion forum or revise its description:
Log into your WebCenter application.
For information about logging in, see Section 2.2.1, "Logging In to a WebCenter Application."
Go to the Discussion Forum Manager task flow where you want to rename a discussion forum or revise its description.
Click the Edit Forum link (Figure 21-16).
The Edit Forum dialog box opens (Figure 21-17).
Optionally, in the Forum Name field enter a new name for the discussion forum.
Optionally, in the Forum Description text box, revise the description of the discussion forum.
Click OK.
The life of a discussion forum takes place in its topics and replies. There users can ask questions, post information, exchange ideas, and otherwise communicate in interesting and useful ways.
This section describes how to work with discussion forum topics and replies. It contains the following subsections:
When you consider discussion forums hierarchically, the forum is the top container and forum topics are the next level down. Each posted topic additionally has subordinate replies, and the replies themselves may have replies (Figure 21-21).
This section describes how to post forum topics using the Discussion Forum Manager task flow. For information about replying to a posted topic, see Section 21.2.3.2, "Replying to Topic Posts."
To post a topic under a discussion forum:
Log into your WebCenter application.
For information about logging in, see Section 2.2.1, "Logging In to a WebCenter Application."
Go to the Discussion Forum Manager task flow where you want to post a topic.
Click the forum under which you want to post a topic (Figure 21-22).
On the resulting screen, click the Create Topic button (Figure 21-23).
The Create Topic dialog box opens (Figure 21-24).
In the Subject field, enter the topic subject.
Enter up to 255 characters.
In the Message field, enter your post about the topic.
Enter up to 4000 characters.
Click Create.
The newly-posted topic appears under the selected forum in the Discussion Forum Manager (Figure 21-25).
This section describes how to reply to topic posts through the Discussion Forum Manager, though you can reply to a topic post through any other Discussions service task flow.
Note:
The Discussion Forum Manager task flow is additionally exposed as the Discussions page in WebCenter Spaces group spaces.To reply to topic posts:
Log into your WebCenter application.
For information about logging in, see Section 2.2.1, "Logging In to a WebCenter Application."
Go to the Discussion Forum Manager task flow where you want to read and reply to topic posts.
Click the forum that contains the topic to which you want to reply (Figure 21-26).
On the resulting page, click the relevant topic (Figure 21-27).
The selected topic opens.
Click the Reply Topic button (Figure 21-28).
The Reply Topic dialog box opens (Figure 21-29).
In the Subject field, either leave the text as is or revise it.
Enter up to 255 characters.
In the Message text box, enter your reply to the topic.
Enter up to 4000 characters.
Click Reply.
Your reply appears below the main topic post (Figure 21-30).
To post a reply to a reply, click the Reply to message icon (Figure 21-31) and follow the steps described in this section (starting with step 6).
All discussion forum topics link to a screen that displays all of the replies posted to the topic. This is true for all Discussion service task flows. The amount of navigation required depends on which task flow you are using. For example, in both the Forums and Discussion Forum Manager task flows, first you select a forum (1), then a topic (2), then you view topic posts (3).
To navigate back up the forum hierarchy, click the breadcrumbs that display above the topic reply area (Figure 21-33).
With all the other Discussions service task flows, topics are listed up front, and viewing topic posts is a simple matter of clicking the relevant topic (Figure 21-34).
The topic content displays on a new screen (Figure 21-35).
To return to the task flow main view, click your browser Back button.
Once you post a topic or a reply, you retain the option of returning to it and revising its content. Only you and group space moderators can edit your replies. This section describes how.
To edit a topic or a reply:
Log into your WebCenter application.
For information about logging in, see Section 2.2.1, "Logging In to a WebCenter Application."
Go to the Discussion Forum Manager task flow that displays the topic or reply you want to edit.
Click the forum that contains the topic or reply you want to edit (Figure 21-36).
On the resulting page, click the relevant topic (Figure 21-37).
The selected topic opens.
Your next step depends on whether you want to edit a topic or a reply:
To edit the topic, click the Edit Topic link at the top of the topic screen (Figure 21-38).
To edit a reply, click the Edit message icon associated with the reply (Figure 21-39).
The Edit Topic (or Edit Message) dialog box opens (Figure 21-40).
Revise the topic (up to 255 characters) or reply (up to 4000 characters).
Click Edit in the Edit Topic dialog box, or click Reply in the Edit Reply dialog box.
Your changes are posted to the forum.
When you delete a topic, the original topic post and all of its subordinate replies are deleted. When you delete a reply, the original reply and all of its subordinate replies are deleted. Both actions involve very similar steps, which are described in this section.
Note:
You must have created a topic post or reply or you must have access equivalent to group space moderator to delete a topic post or reply.To delete a topic or a reply:
Log into your WebCenter application.
For information about logging in, see Section 2.2.1, "Logging In to a WebCenter Application."
Go to the Discussion Forum Manager task flow that displays the topic or reply you want to delete.
Click the forum that contains the topic or reply you want to delete (Figure 21-41).
On the resulting page, click the relevant topic (Figure 21-42).
The selected topic opens.
Your next step depends on whether you want to delete a topic or a reply:
To delete a topic, click the Delete Topic link at the top of the topic screen (Figure 21-43).
To delete a reply, click the Delete message icon associated with the reply (Figure 21-39).
A Delete confirmation dialog box opens (Figure 21-45).
Click Delete.
The topic and all of its replies or the reply and all of its subordinate replies are deleted.
You have the option of viewing a topic and all of its replies in a hierarchical, indented mode or a flat, unindented mode. The hierarchical mode (Figure 21-46) uses indenting to indicate whether a reply is to the topic or to another reply.
For example, in Figure 21-46 the first entry is the main topic, the second is a reply to the topic, the third is a reply to the reply, the fourth entry is a reply to the topic.
The flat mode (Figure 21-47) makes no such distinctions.
All discussion task flows that show topics and replies in the same screen provide view mode options.
To switch between topic view modes:
Log into your WebCenter application.
For information about logging in, see Section 2.2.1, "Logging In to a WebCenter Application."
Go to the Discussions task flow that contains the topic you want to view.
Open the topic you want to view (Figure 21-48).
From the Show pick list, select either Flat or Hierarchical (Figure 21-49).
The topic view rerenders according to your selection.
Most discussions task flows provide personalization settings for determining information to show in addition to the forum or topic title (the Discussion Forum Manager does not provide such settings). Additional information can include forum or topic author, creation date, and number of replies or topics.
How you set these display settings is personal, affecting only your view of a task flow instance. How you access these display settings varies slightly from task flow to task flow.
This section describes how to configure display settings for Discussions service task flows. It contains the following subsections:
Showing or Hiding Information in the Popular Topics Task Flow
Showing or Hiding Information in the Recent Topics Task Flow
Showing or Hiding Information in the Watched Forums Task Flow
Showing or Hiding Information in the Watched Topics Task Flow
In WebCenter Spaces, the Forums task flow is additionally exposed as the Discussions panel in the Sidebar. The display settings available to the Forums task flow are the same display settings available to the Discussions panel. Use the procedure described in this section to set display settings for both.
To show or hide additional information in the Forums task flow:
Go to the Forums task flow where you want to configure display settings.
Click the pencil icon in the task flow toolbar (Figure 21-50).
The Display Settings dialog box opens (Figure 21-51).
Select the data you want to show, or clear the check box of data you want to hide.
Choose or clear one or more from:
Author—The user name of the person who created the forum or topic
Date—The date the forum or topic was last updated
Number of Replies—The number of replies associated with the topic (for Watched Forums, this displays number of topics)
Click Save to save your changes and close the dialog box.
To show or hide additional information in the Popular Topics task flow:
Go to the Popular Topics task flow where you want to show or hide additional information.
Click the pencil icon in the task flow header.
This opens a panel where you can select or clear additional data (Figure 21-52).
Select the data you want to show, or clear the check box of data you want to hide.
Choose or clear one or more from:
Author—The user name of the person who posted the topic
Date—The date the topic was last updated
Number of Replies—The number of replies associated with the topic
Click Save to save your changes and close the panel.
To show or hide additional information in the Recent Topics task flow:
Go to the Recent Topics task flow where you want to show or hide additional information.
Click the pencil icon in the task flow header.
This opens a panel where you can select or clear additional data (Figure 21-53).
Select the data you want to show, or clear the check box of data you want to hide.
Choose or clear one or more from:
Author—The user name of the person who posted the topic
Date—The date the topic was last updated
Number of Replies—The number of replies associated with the topic
Click Save to save your changes and close the panel.
To show or hide additional information in the Watched Forums task flow:
Go to the Watched Forums task flow where you want to show or hide additional information.
Click the Personalize icon in the task flow header.
This opens a panel where you can select or clear additional data (Figure 21-54).
Select the data you want to show, or clear the check box of the data you want to hide.
Choose or clear one or more from:
Date—The date the forum was last updated
Number of Topics—The number of topics associated with the forum
Click Save to save your changes and close the panel.
To show or hide additional information in the Watched Topics task flow:
Go to the Watched Topics task flow where you want to show or hide additional information.
Click the pencil icon in the task flow header.
This opens a panel where you can select or clear additional data (Figure 21-55).
Select the data you want to show, or clear the check box of the data you want to hide.
Choose or clear one or more from:
Author—The user name of the person who posted the topic
Date—The date the topic was last updated
Number of Replies—The number of replies associated with the topic
Click Save to save your changes and close the panel.
Watching discussion forums and topics provides a convenient means of keeping a close eye on the information most current and relevant to your efforts. The forums and topics you select to watch are personal, in that your selections appear on your view of watch lists. No other user is affected by the forums and topics you choose to watch.
When a user places a Watch on a forum or a topic, whenever users add to that forum or topic, in addition to it appearing in the user's watched forums or topics list, the user receives a mail notification.
In WebCenter Spaces, all watched forums and topics are conveniently accessible from the Discussions panel in the Sidebar. In both WebCenter Spaces and custom WebCenter applications, all watched forums and topics are easily accessible from the Forums task flow. Additionally, in both applications the Watched Forums and Watched Topics task flows provide more focussed views of watched forums or watched topics.
This section includes information about how to add, view, and manage watched topics and forums. It contains the following subsections:
To add a discussion forum or topic to your Watch list:
Log into your WebCenter application.
For information about logging in, see Section 2.2.1, "Logging In to a WebCenter Application."
Go to the discussion forum or topic you want to add to your watch list.
The next step depends on whether you want to watch a forum or a topic:
To watch a forum, click the Watch Forum link at the top of the forum (Figure 21-56).
To watch a topic, click the Watch Topic link at the top of the topic (Figure 21-57).
The Watched icon appears next to the forum or topic name (Figure 21-58).
And the watched forum or topic is listed on all Watched Forums or Watched Topics lists, for example, on the Discussions panel in the WebCenter Spaces Sidebar (Figure 21-59) and in Watched Forums and Watched Topics task flows.
To remove a discussion forum or a discussion topic from your watch list:
Log into your WebCenter application.
For information about logging in, see Section 2.2.1, "Logging In to a WebCenter Application."
Go to the discussion forum or topic you want to remove from your watch list.
Click the Remove Watch link on the discussion forum or discussion topic (Figure 21-60).
The selected item is removed from your forum or topic watch list.
To view a watched forum or topic from the WebCenter Spaces Sidebar:
Log in to Oracle WebCenter Spaces.
For information about logging in, see Section 2.2.1, "Logging In to a WebCenter Application."
In the Sidebar, expand the Discussions panel or click the Discussions icon (Figure 21-61).
Set the panel display option to Watched Forums or Watched Topics (Figure 21-62).
Click the link to the discussion forum or forum topic you want to view.
The forum or topic opens (Figure 21-63).
Every task flow includes a set of configurable properties that influence the behavior, content, and look-and-feel of a given task flow instance. You can access these properties through the Component Properties dialog box in Oracle Composer (Figure 21-64).
Discussions service Component Properties appear on five tabs:
Parameters
Display Options
Style
Content Style
Events
Not all components provide the same properties; consequently, not all components display all five tabs.
All properties on the Parameters and Display Options tabs provide access to an editor, which you can use to select or specify a variable value in lieu of a constant value. Click the Edit icon next to a property field to open the editor (Figure 21-65).
Use the editor to select predefined values, under Choose a value, or to enter a value or an Expression Language expression, under Type a value or expression. The editor provides a test feature, which you can use to validate your selection or entry. For more information about using the editor and for access to a table of common EL expressions, see Section 7.4.5, "Using Expression Language (EL) Expressions with Component Properties."
Many properties are common to all task flows. Additionally, the method for accessing task flow properties is the same from task flow to task flow. Common task flow properties and how to access them are discussed in Section 7.4, "Setting Properties on Page Content."
Some properties are unique to the task flow type. Those properties unique to Discussions service task flows are listed and described in Table 21-1.
Table 21-1 Parameters of Discussions Service Task Flows
Property | Description |
---|---|
A means of showing or hiding the task flow personalization feature (see Section 21.2.4, "Showing and Hiding Additional Discussion Forum Information"
The
|
|
On the discussions server, the identifier under which topics are managed Use this parameter to identify the default forum to show in the task flow. WebCenter Spaces only: Use the following EL expression to return the forum ID of a named group space: #{sessionContext['oracle.webcenter.collab.forum'].groupInfo['groupSpaceName'].forumId}
Enter the group space name in lieu of the variable The
|
|
A means of specifying whether all forums under a given category/subcategory are shown or only a category's direct child forums are shown
The
|
|
On the Discussions server, the category ID under which a given set of forums is managed For the Discussion Forum Manager task flow, use this parameter to specify the set of forums to present. For all other discussions task flows, use this parameter to specify the parent ID of the topics to show by default. WebCenter Spaces only: If omitted, the value defaults to the Category ID associated with the current group space. In personal spaces, it takes the root Category ID. Use the following EL expression to return the Category ID of a named group space: #{sessionContext['oracle.webcenter.collab.forum'].groupInfo['groupSpaceName'].categoryId}
Enter the group space name in lieu of the variable The
|
|
A means of showing the forums grouped under the
The |