Accessing Oracle9iAS Portal from WebDAV clients

This topic is divided into the following sections:

| What is WebDAV? | Configuring Portal for WebDAV | Setting up a WebDAV client |
 What can you do using a WebDAV client? | Viewing errors |

What is WebDAV?

Oracle9iAS Portal supports the use of a Web-based Distributed Authoring and Versioning protocol (WebDAV). Using a WebDAV client, such as Web Folders, you can seamlessly drag and drop content, files, and folders back and forth between your desktop and the page groups in your portal (see Using Web Folders to add content to a page: an example). You can also perform in-place opening, editing, and saving of file-type items using desktop applications, such as Microsoft Office 2000 (see Using Microsoft Office 2000 to edit the content of a page: an example).

WebDAV also has Java clients (such as DAV Explorer), open source tools (such as Cadaver and Sitecopy), Apple GUI tools (such as Goliath), and commercial authoring tools (such as Macromedia Dreamweaver and Adobe Photoshop). You can also use browsers such as Mozilla or Internet Explorer 5.5 to browse a portal's content in a hierarchical structure.

Setting up WebDAV requires some simple configuration on both the server side (in Portal) and the client side.

Configuring Portal for WebDAV

When Oracle9i Application Server is installed, all required OraDAV parameters are set with values that enable access to Oracle database content through a Web browser or a WebDAV client. If necessary, you can modify parameter values if the default values do not meet your needs. For information about how to do this, refer to the Oracle9iAS Portal Configuration Guide on Portal Center.

Note: OraDAV refers to the capabilities available through the mod_oradav module. The mod_oradav module is the Oracle module that extends the implementation of mod_dav, and is integrated with the Oracle HTTP Server. The mod_oradav module enables WebDAV clients to connect to an Oracle database, read and write content, and query and lock documents in various schemas. See the Oracle HTTP Server Administration Guide on Oracle Technology Network for more information about WebDAV, OraDAV, and how to set up mod_oradav.

Similarly to the Portal DAD configuration file, WebDAV has it own configuration file ($APACHE_HOME/oradav/conf/oradav.conf) that contains the OraDAV parameters. The contents of this file look something like the following:

<Location /dav_portal/portal>
  DAV Oracle
  DAVParam ORACONNECT dbhost:dbport:dbsid
  DAVParam ORAUSER portal_schema
  DAVParam ORAPASSWORD portal_schema_password
  DAVParam ORAPACKAGENAME portal_schema.wwdav_api_driver
</Location>

We recommend that you always use the DAD configuration utility to create new DADs and make changes to existing DADs, as this keeps these two files in sync. If the Portal DAD file is manually edited, you must also edit the oradav.conf file to make the corresponding changes.

Due the way some WebDAV clients behave, you might experience authentication requests multiple times. To avoid this, you can enable the cookie option by adding the following line to the oradav.conf file:

DAVParam ORACookieMaxAge <seconds>

Where seconds is the amount of time in seconds before the cookie expires. For example a value of 28800 is 8 hours and means that once a user has logged on through a WebDAV client, he or she will not be prompted for a user name and password again until 8 hours has passed.

Notes:

Setting up a WebDAV client

The steps required to set up a WebDAV client to connect to Portal varies depending on the client. But all clients will eventually request a URL. The Portal DAV URL is very similar to the URL you use to access Portal in your Web browser, and uses the following format:

http://<hostname>:<port>/<dav_location>

Where dav_location is the location as specified in the oradav.conf file, for example, the default Portal DAV URL is:

http://<hostname>:<port>/dav_portal/portal

Note: There is no /pls/ as in the default Portal URL. The dav_portal part of the URL is the default name of a virtual directory used to differentiate between portal access via a WebDAV client and portal access via a browser which uses the PLS virtual directory. portal is the DAD of the portal installation. Administrators can also configure virtual hosts to provide a different, simpler, or easier to remember URL for WebDAV access, if need be.

Administrators can also configure virtual hosts to provide a different, simpler, or easier to remember URL for WebDAV access, if need be.

You connect to a portal in WebDAV clients using the same user name and password that you use to log in to the portal in the browser interface. If your portal is in a hosted environment, you need to add your company information to your user name, as follows:

<username>@<company>

See Using Web Folders to add content to a page: an example for a step-by-step example showing how to set up the Web Folders WebDAV client.

Tips:

What can you do using a WebDAV client?

Oracle9iAS Portal supports the following set of actions using a WebDAV client. Since not all WebDAV clients behave the same way, you might be allowed only a subset of these actions depending on the client you have. For example, you can check items in and out only if your WebDAV client supports the WebDAV LOCK method (Web Folders do not currently support locking operations, Office 2000 clients support implicit locking operations, Cadaver and Dreamweaver support explicit locking operations). Performing any of the following actions has the same effect as performing it from a Web browser, and any change you make from the WebDAV client is instantly visible when you access the portal from your browser.

Listing content

Once connected to the portal, all the page groups you have privileges to see are visible as folders at the root level (the folders actually represent the root pages of the page groups).

For you to be able to see a page group, you must be able to view the root page of the page group. All authenticated users should see at least the Portal default public page groups:

Additionally, if you have a personal page in the Shared Objects page group, you should be able to see Shared Objects and access your personal page via your WebDAV client.

Drill into a page group to list all the pages inside the page group as folders. Drill into a page to list the page's sub-pages and all items (and sub-items) of the following types:

You will see only the main file (i.e., the primary item) associated with each item. Any other files (i.e., secondary items) associated with the item (for example, the item image), are hidden in the WebDAV client. If you want to delete or change these files, you must do so from the browser interface.

To see Portal files in a WebDAV client, you must have at least Manage privileges. You will be able to see all versions and translations of an item. However, you will not be able to see items that are contained within tabs on pages or items that are inherited from page templates.

Tips:

Viewing content

Most WebDAV clients allow you to view the content of a file by clicking on the name. In Windows 2000 or NT, the behavior is very similar to clicking a file on the local machine; the operating system opens it in the application associated with the file type.

Tip: Some desktop applications may have difficulty opening files that use special characters in the file name. We recommend that the file names you use contain only alphanumeric characters (A-Z, a-z, 0-9), spaces, and the following special characters: _ - . ( ) ! , ; = ~ @.

Moving, copying, and editing content

To move, copy, or edit files, you must have at least Manage Items With Approval privileges.

If you are using a WebDAV-enabled desktop application, such as Microsoft Office 2000, you can open a file, edit it directly, and then save it to the same location, using the same name. Otherwise, save the file to your file system and drag and drop the new file to your portal. The next time you open the file from Portal's browser interface, you'll see the edited version.

You can specify what item types to use for new files published to the portal via WebDAV. For example, you might want any zip files published to the portal to be uploaded as Zip File items, so that their contents can be extracted into the page group. See Choosing default WebDAV item types for more information.

Note: If the page is based on a page template, any files added to that page via WebDAV will use the Default Regular Items item type, even if the file is an image or zip file.

When you edit or move an existing item using WebDAV, that item retains its original item type and attribute settings. Similarly, when you copy an item using WebDAV, the copy uses the item type and attribute settings of the original item. You cannot edit an item's attributes in Portal's DAV server. To do this you must edit use the browser interface.

Tips:

Deleting content

When you delete a file in a WebDAV client, the whole item associated with that file is deleted from the portal. This means that any other files that are associated with the item (for example, the item image) are also deleted, as well as all versions and translations of the item.

Checking content out and in

If the WebDAV client supports locking and unlocking, you can lock a document, which in turn will check out the item (the Portal equivalent of the WebDAV LOCK method) attached to the document. Once an item is locked from a WebDAV client, no-one else can make changes to the document until it is checked back in.

After you have made the required changes to the document, you can unlock it, which in turn checks in the item (the Portal equivalent of the WebDAV UNLOCK method) attached to the document. Other users will then be able to make their own changes to the document.

See Using Dreamweaver to edit the content of a page: an example for a step-by-step example showing how this functionality works.

Notes:

Creating portal pages and sub-pages

Using a WebDAV client, you can create and delete pages within existing page groups on which you have the appropriate privileges. For example, in Web Folders, in the folder for the page where you want to create a sub-page, right-click your mouse and choose New>Folder from the resulting menu. (Note that the name you give the folder in WebDAV is the internal name, not the display name.) By default, all new Portal pages you create via WebDAV clients are Standard pages and contain an item region.

Tips:

Viewing errors

Any errors that occur when a user performs actions on a portal using a WebDAV client are recorded in an error log that is created in that user's personal page (as an item titled My Error Log) the first time a Portal related WebDAV error occurs. This can be very helpful for interpreting the error messages reported in WebDAV clients, such as the message 'An error has occurred while trying to complete this operation' that is often displayed in Web Folders, or HTTP error numbers reported in Cadaver.

All errors are also recorded in the Apache error log file ($ORACLE_HOME/Apache/Apache/logs), so if the user does not have a personal page, or is a public user, the errors can still be examined.

For more verbose error reporting in the Apache error log file, add the following parameter to the oradav.conf file:

DAVParam ORATraceLevel 1

Note: Remember to restart the HTTP Server after making this change. For information about how to do this, refer to the Oracle HTTP Server Administration Guide on Oracle Technology Network.

Related topics

Configuring a DAD