Oracle Community Forum Guide - Part 2/3

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Visibility: Open to anyone

    Oracle Community Forum Guide - Part 2/3


     

    The Oracle community software was upgraded. For information about the new user interface and features, please see: Oracle Community User Essentials Guide

     

     

    About:

     

    The following guide focuses on practical aspects using the Oracle community forum software and contains exclusive information and descriptions. It explains concepts and information workflow, as well as addressing common questions seen in the community feedback forum.


    Disclaimer:


    This document has been written solely by the mentioned author in the hope to provide useful information for members of the Oracle community forum. It is not meant to be a complete reference or substitute for documentation provided by Oracle, or the forum software product. Please use at your own risk.


    Copyright:

     

    The document is presented under the terms of using the Oracle Web sites at:

    http://www.oracle.com/us/legal/terms/index.html.


    Copyright © Dude! 2014. Please do not plagiarize the information.

     

    Thanks and best of luck!


     

    This document is split into 3 parts. For more information, please see the appropriate index when opening the appropriate document links. For feedback, suggestions or questions, please respond to Oracle Community Forum Guide.

     

     

    Oracle Community Forum Guide - Part 1/3

    • Managing account and login credentials.
    • OTN and MOSC community interfaces.
    • Finding a forum
    • Searching for information.
    • Policies, Rules and tips from experts.


    Oracle Community Forum Guide - Part 3/3

    • Using the forum editor.
    • Managing Following and Tracking.
    • Managing Dashboard, Communications and E-mail.
    • Managing Friends and Direct Messages.
    • Notifying a forum or member.



     

     

     

     

    3     Managing Content

     

     

    3.1     Posts

     

     

    3.1.1    Creating a Post

     

    You can post a new thread when browsing a forum or by using the Create menu available from the OTN HOME home page:

     

    1. Locate and open the appropriate forum space or category.
    2. Select the forum Overview or Content tab.
    3. Click on Start a discussion listed under Actions.

    start_discussion1.jpg



    Alternatively, you can use the CREATE menu of the OTN HOME page, which includes an option to search for a forum space:


    1. Click on OTN HOME in the page banner.
    2. Choose Discussion from the CREATE pull-down menu.
    3. Type the full or partial name of the forum space to search for in the search field.
    4. Select the forum where your post should appear.
      start_discussion2.jpg



    If this is your first post, it will require approval by a forum moderator. This measurement was introduce to help protecting from spam.

    approval_spam.jpg




    3.1.2     Choosing a Discussion or Question


    New forum posts can be marked as a question (default) or discussion:


    1. Start a discussion.
    2. Set Mark this discussion as a question to enabled or disabled.

      mark_as_question.jpg


    A forum posts can be changed to a question after it has been submitted:


    1. Open your discussion
    2. Click the link mark this discussion as a question, located in the page header.
      mark_as_question2.jpg


    Likewise, a question can be changed into a discussion by clicking un-mark this discussion as a question:

    unmark_as_question.jpg

     

    Note:

    Only questions can be marked as assumed answered and allow the thread owner to assign reward points for correct and helpful responses. After submitting your post you have up to 15 minutes left to change a question to a discussion or the other way around.

     

     

     

    3.1.3     Rewarding Points

     

    People usually expect from the owner of a thread to evaluate responses and to mark correct and helpful answers, and last not least to mark a question as answered when a problem has been resolved. It is considered a matter of courtesy and good forum etiquette.


     

    To mark helpful and correct responses, open your question and press the Helpful Answer or Correct Answer button.

    mark_correct.jpg
    You can also unmark a helpful or correct answer in case you change your mind or marked the wrong response.

    unmark_correct.jpg
    And finally, click on Marks as assumed answered at the very top of your forum post to mark your question as answered.

    mark_answered.jpg

     

    Tip:

    The thread owner you can mark up to 99 responses as helpful, and 1 as correct. When you post a question, you can also mark your own response as helpful or correct, however, no points will not be added to your account. Marking a response as correct automatically marks a question as assumed answered.

     

     

     

    3.1.4     Responding


    You can reply to a posts from the Dashboard, Communications and forum overview page by clicking the Reply link. However, the size of the editor window and provided options are limited.


    The Reply link in the Dashboard is auto-hide and becomes visible when you move the mouse pointer over the post.

    dashboard_reply.jpg



    If you prefer to use a full-screen editing window and advanced editing features, respond to posts after opening the appropriate forum thread.

     

    1. Open the forum thread by clicking on the subject line.
      open_thread.jpg
    2. Locate the forum post you wish to reply to click on Reply.
      reply.jpg
    3. Click on Use advanced editor for additional editor options. You may also wish to re-size the editor window.
    4. You can also click Respond to original post to reply to the thread owner.reply_advanced.jpg

     

     

     

    3.1.5     Deleting a Thread or Post

     

    You may modify or delete your own post provided the information has not been archived or locked. You may also delete your own thread provided it did not receive any responses.


    To delete your post:


    1. Open the discussion thread by clicking the thread title.
    2. Click the Delete button displayed in the bottom of the message window.
      delete_post.jpg


    To delete your discussion thread:

     

    1. Open the discussion thread by clicking the thread title.
    2. Click the Delete button from the list of available Actions.
      delete_thread.jpg

     

     

    Note:

    If the post you have deleted was the last response in a thread, the Dashboard and forum Overview will show the following message: "The information you are looking for may have been moved, you can search for it here. We apologize for the inconvenience". However, when you delete your discussion thread, such information will not occur.

     

     

     

    3.2     Documents

     

    Some of the highlights that make documents different from regular forum post are:

     

    • Collaboration and visibility options.
    • Customizable comment policy.
    • Compare and restore previous document versions.

     

     

     

    3.2.1     Creating a Document


    1. Choose OTN Community from the GO DIRECTLY TO menu (down-arrow).
    2. Click on OTN HOME.
      goto_otnhome.jpg
    3. From the CREATE menu, choose Document.
      choose_documents.jpg
    4. Click on Your documents.
      your_documents.jpg
    5. The advanced editor window will open.
      edit_document1.jpg
    6. Visibility and collaboration options are shown at the end of the page.
      edit_document2.jpg

     

    Tip:

    Document collaboration options allow you to specify a Comment Policy.

     

     

    Visibility and collaboration options can also be set when viewing the document instead of editing.


    1. Open the document, either draft or published.
    2. Select Manage visibility and collaboration listed under Actions.
      colab_manage.jpg

     

     

    Note:

    The current maximum of images allowed in a document is 50. When you are exceeding this limit, the Insert Image button in the editor toolbar will be disabled.

     

     

     

    3.2.2     Concept of Collaboration and Visibility

     

    The collaboration and visibility options allows forum members to define who can read and edit documents. When you edit and save a document, the document is saved as a draft and only the document creator or specified collaborators are able to see and access the document. To make a document accessible or open to everyone, the document needs to be published.

     

    Note:

    Regardless of visibility settings, documents in a draft state are not visible to everyone in the community unless the document is published.

     

    Only the owner or creator of a document can set or modify collaboration and visibility options. Although currently unavailable or not enabled, collaboration also provides an option to define people who need to approve the publishing of a document.

     

    Tip:

    The Save and Continue button means the same as Save Draft and continue editing. The Save Draft button saves the document as a draft and leaves the editor. Likewise, the Publish button saves and publishes the document and exits the editor.

     

    A document in a draft state shows the following typical document header:

    draft_not_visible.jpg

     

     

     

    3.2.3     Collaboration Workflow and Notifications

     

    Perhaps the best way to explain collaborating workflow and notifications is by example. Consider the following:

     

    Member Dude! creates a new document and invites member Bonebreaker to edit the document:

     

    1. In the Collaboration and Visibility options, click Just specific people.
    2. Type the username handle (Bonebreaker) into the person field or select then name from the menu.
    3. If you choose specific people to view your document, they are becoming collaborators by default.
      collab_set_memberb.jpg
    4. Select Save Draft.
    5. Bonebreaker receives a corresponding notification in the Communications page.
      collab_added_notify.jpg
    6. Bonebreaker is automatically Following and Tracking he document.collab_following.jpg
    7. While Bonebreaker is editing the document, Dude! cannot edit the document.collab_currently_edited.jpg
    8. Bonebreaker modifies the document and presses the Publish button. Previous draft versions are purged.
      collab_publish.jpg
    9. Dude! modifies and publishes the document again. Bonebreaker receives an alert that the document was modified.collab_alert_modified.jpg
    10. Because Bonebreaker is also following the document, the activity can also be filtered in the followed activity stream.collab_activity_modified.jpg
    11. Dude! changes the Visibility of the document to Open for everyone. The activity appears in the forum Dashboard.

    collab_activity_all.jpg

     

     

    Note:Collaborators are automatically Following and Tracking the document. Only one person can edit a document at a time. Collaborators and other members cannot see a document in the Dashboard activity stream until it is published.  However, when you edit and save a previously published version of a document as a draft, the published version is still accessible by the community.

     

     

     

    3.2.4     Managing Document Versions


    The system creates a new version of a document every time its state, such as draft or publish, or its content changes.

     

    Note:

    When publishing a document, previous draft versions are removed and previous published versions are being archived. Subsequent draft versions numbers increment based on the last published version of a document.

     

     

    The following example demonstrates how saving and publishing affect document versioning.

     

    1. Open or view a document and select Manage versions from the list of Actions.manage_versions.jpg
    2. The version management screen opens and shows several draft versions.
      version_management_screen1.jpg
    3. Click on the document title to view the document and click Publish.
    4. Select Manage versions from the list of Actions again.
    5. All draft versions are deleted.
      publish_version1.jpg
    6. Edit the document again, add some more text click Publish.
    7. Edit the document again, add some more text click Save Draft.
    8. The previously published version has been archived and a new draft version has been created.

    archived_version.jpg

     

     

     

    3.2.5     Comparing and Restoring Documents

     

    Version Management provides the option to compare two documents and restore any version.


    Note:

    When restoring a document that was previously published, restoring any version, including draft versions, will archive previous versions and automatically publish the restored version. When a document has not been published yet, restoring any previous version will create a new draft version of the document and increment the version number.

     


    For example:

     

    1. Browse a document and click Manage versions from the list of Actions.
      manage_versions.jpg\
    2. Select two document versions on the left.
    3. Click the Magnifying Glass of the highest document version selected.
      manage_compare.jpg
    4. Review the information and restore the previous version.
      manage_restore.jpg
    5. The restored document is automatically published. Previous versions are being archived.
      manage_restore_publish.jpg

     


    The behavior when restoring a document that only exists in a draft state is somewhat different.


    For example:

     

    1. Open the version management screen and restore the previous version.
      restore_draft_previous.jpg
    2. The restore will create a new draft version of the document.
      restore_draft_new.jpg

     

     

    Archived documents provide a slightly different list of action items.


    For example:

     

    1. Open the version management screen and open an archived version of the document.
      manage_archived_open.jpg
    2. The list of Actions will provide different options, such as Edit latest version and Restore this version.
      manage_edit_archived.jpg

     

    Note:

    You can view any particular document version from the version management screen, however, when you select Edit from the list of Actions, the system will always open the last version available. In order to edit a previous version of a document, you need to restore the document first. An exception are archived documents, which provide somewhat action items, as shown below:

     

     

     

    3.2.6     Deleting Documents

     

    To delete a document, including all existing published and draft versions:

     

    1. Browse a document and click Delete from the list of Actions.

    delete_document.jpg

     

    You can also delete individual document versions from the version management screen as previously shown.

     

    Note:

    Deleting a document or a particular version of a document can only be done by the document owner or creator. Collaborators can edit and restore previous document versions, but cannot delete any version.

     

     

     

    3.2.7     Accessing Documents


    There are several ways to access documents depending on their state, such as Draft or Publish, and member privileges.



    3.2.7.1     Draft Documents

     

    To access all your draft documents:

     

    1. Click on Browse located in the web page banner (OTN or MOSC).
    2. Click the Documents tab.
    3. Click on Drafts.
      browse_drafts.jpg

     

     

    Note:A black lock icon indicates that visibility is set to "Just you".  A white lock means access is granted to "Just specific people". Regardless of visibility settings however, your draft documents cannot be listed by other forum members.

     

     

    To access draft documents of other members when you have been given edit privileges (collaborator):

     

    1. Click on Communications located in the web page banner (OTN or MOSC)
    2. Locate the document in the list shown to the left and click the document title.
      access_drafts_collab.jpg

     

     

    3.2.7.2     Published Documents

     

    To see only your own published documents:


    1. Open your profile by clicking on your username handle.
    2. Select the Content tab.
    3. Click Documents.
      access_published_own.jpg



    To list all available published documents:


    1. Click on Browse located in the web page banner (OTN or MOSC).
    2. Click the Documents tab.
    3. Type the appropriate filter in the Type to filter by text field.
      access_public_all.jpg