Oracle Help for the Web

Setting up Oracle Instant Portal: A checklist

There's very little you have to do to set up an instance of Oracle Instant Portal. In fact, you don't have to do anything; all of the tasks discussed in this topic are optional. However, you may want to review this topic just to see if any of the suggestions listed here may be helpful.

Note: All tasks in this topic must be performed while in Edit mode. Click the Edit Mode icon ) at the top of any page to enter edit mode.

Standard Tasks

Most Oracle Instant Portal administrators perform these standard tasks, which can be executed from any page in the portal:

Customize the banner by changing the portal title and adding your company's logo.
Choose a color scheme for the portal from the list of pre-defined styles.
Create new users and set their privileges. If you already have a spreadsheet (.csv file) with all your users listed, you can use Oracle Instant Portal's bulk load facility to bring them into the portal.

Perform this task from the home page:

Decide if you want to add a link to a Web site or someone's email address in the navigation area on the home page. The links you add will appear at the bottom of the navigation area, as indicated by the arrow:
Review the names of the areas on the home page: News, Announcements, New Content, and Favorite Content. To rename News and Announcements, go to the Company home page and rename these child pages in the navigation area. The new names will be reflected on the home page.

Secondary Tasks

You may or may not want to perform these tasks, depending on how you intend to use the portal.

Decide if you want to re-name any of the top-level pages, or if the default names will suffice. If required, create new top-level pages.
Review the child pages beneath the top-level pages. Re-name and/or create pages as necessary.
Generate an Oracle Instant Portal in a different language.

Notes

If you rename the pages News and Announcements, which belong to the Company top-level page, the new names are reflected on the home page as soon as the cache is cleared.