Legal | Privacy
Creating and Managing Resource Accounts

Creating and Managing Resource Accounts

Purpose

This lesson demonstrates how to manage calendar resources, define a default calendar resource profile, grant rights to access calendar resources, and manage resource categories.

Topics

This lesson includes the following topics:

  Overview
  Prerequisites
  Managing Calendar Resources
       Adding Resources to the Directory Server and Calendar Node
       Searching for Resource(s)
       Modifying a Resource
       Deleting a Calendar Resource
  Defining a Default Resource Profile
  Granting Rights to Access Calendar Resources
       Granting Designate Rights to Users to Access Calendar Resources
       Restricting a Resource
       Granting Booking Rights to Specific Users
  Assigning a Category to a Resource

Move your mouse over this icon to show all screenshots. You can also move your mouse over each individual icon to see only the screenshot associated with it.

Overview

Back to topic list

A resource is an inanimate object, such as a conference room or a piece of equipment that has its own account on the calendar server. When creating an event in their agenda, users can reserve resources (by inviting them) in the same way that they invite other users. Local users who act as designates can also manage these resources. Resources can be set up to: permit reservations on a first-come-first-served basis to prevent double-bookings, permit multiple reservations at a time, or require approval by a resource manager.

You can use resource accounts to create calendars for tracking related enterprise-wide information, such as company holidays or employees' travel schedules. For example, to create a Travel Planner for an organization, add a resource to the node and name it "Travel Planner". Whenever an employee is scheduled to travel, he/she can create an event in his/her personal agenda and invite the resource. The result is a calendar for the resource Travel Planner that contains all entries related to the employees' travel.

Lesson Scenario

The company has bought a new projector machine, Projector1. Greg, the administrator, has to add the resource to the calendar node. Don, a member in Greg's team, has to first search for resource(s) before changing the setting of the new projector machine to allow double-booking. He must also set the projector such that anyone requesting a resource will need approval by a resource manager. Apart from this, Don must delete the television, TV1001, from the calendar node, define a default resource profile, assign designate rights to users to access calendar resources, restrict a resource, allow specific users to book the restricted resource, and associate a category to a resource.

Prerequisites

Back to topic list

In order for this lesson to work successfully, complete the following tasks:

1.

Complete the Preparing to Install Oracle Collaboration Suite lesson.

2.

Complete the Installing the Oracle Collaboration Suite Infrastructure lesson.

3.

Complete the Installing the Information Store lesson.

4.

Complete the Installing the Mid Tier lesson.

5.

Complete the Configuring the Oracle Mail Store lesson.

6.

Complete the Configuring the Oracle Mail Mid Tier lesson.

7.

Complete the Provisioning an Oracle Collaboration Suite User lesson.

Managing Calendar Resources

Back to topic list

1. By using Calendar Administrator, an administrator can add, search for, modify, and delete calendar resources.

To complete this task, perform the following subtasks:

Back to the task

The company has bought a new projector machine. Olive, the Facilities coordinator, checks with Greg (the administrator) whether this machine can be included in the Calendar for users to book in the future. To make this happen, Greg has to add the resource, Projector1, to the calendar node.

Perform the following steps to add a resource to the directory server calendar node:

1.

Open a browser and enter the following URL:

http://<hostname>:7778/

Click the Oracle Calendar Administrator link.

Move your mouse over this icon to see the image

 

2.

Login as calendar_admin/<your password> and click Login.

Move your mouse over this icon to see the image

 

3.

Fill in the Host Name and Node-ID fields in the Calendar Server section. In the Administrator section, enter your Password. Click the Log In button.

Move your mouse over this icon to see the image

 

4.

Click the Calendar Management tab.

Move your mouse over this icon to see the image

 

5.

Click the Resources subtab.

Move your mouse over this icon to see the image

 

6.

Click the Create Resource button.

Move your mouse over this icon to see the image

 

7.

Fill in the details for the new resource:

Name: Projector1
Password: Projector1
Confirm Password: Projector1

Click Apply.

Move your mouse over this icon to see the image

 

8.

In the confirmation screen, click the Go button.

Move your mouse over this icon to see the image

 

Back to the task

Greg has to first search for resource(s) before performing tasks such as changing properties to allow double-booking of a resource. Greg wants to check whether the recently acquired resource Projector1 was added successfully to the calendar node.

Perform the following:

1.

Open a browser and enter the following URL:

http://<hostname>:7778/

Click the Oracle Calendar Administrator link.

Move your mouse over this icon to see the image

 

2.

Login as calendar_admin/<your password> and click Login.

Move your mouse over this icon to see the image

 

3.

Fill in the Host Name and Node-ID fields in the Calendar Server section. In the Administrator section, enter your Password. Click the Log In button.

Move your mouse over this icon to see the image

 

4.

Click the Calendar Management tab.

Move your mouse over this icon to see the image

 

5.

Click the Resources subtab.

Move your mouse over this icon to see the image

 

6.

Search for the resource that was added, Projector1. Enter a value in the Search edit box and click the Go button.

Move your mouse over this icon to see the image

 

7.

Verify that details of the specified resource is displayed.

Move your mouse over this icon to see the image

 

8.

To see all the resources, click the Go button.

Move your mouse over this icon to see the image

 

9.

Details of all the available resources in the calendar node are displayed.

Move your mouse over this icon to see the image

 

Back to the task

Greg asks Don (his team member) to change the setting of the new projector machine to allow double-booking. This is because users book in advance to confirm resource availability for their meetings but do not cancel the requests as promptly, if a meeting is cancelled. This overbooking leads to underuse of existing resources and in some cases hiring of resources from external sources to meet this created demand.

Greg explains to Don that although a resource is reserved for a first come first served basis by default, an administrator can control resource reservation settings at the level of individual resources. This means that the first user to reserve the resource gets the accepted reply automatically and any subsequent resource reserve request for the same time slot is refused.Therefore, if a resource is set to allow double-booking, the resource can be booked by more than one user for the same time slot. Then, the resource designate can choose which user gets the resource by accepting one of the requests and declining the others.

Greg also asks Don to set the projector up such that anyone requesting a resource will need approval by a resource manager before the resource can be booked.

For this Approval mechanism to work, Oracle calendar sends an e-mail to the approver which explains that a resource has been requested. This e-mail message includes a link to the calendar Web client where the approver can either approve or refuse the request. This e-mail is sent in the language, set for the resource.

Perform the following steps to set a resource such that it can be double-booked and it needs approval for booking:

1.

Open a browser and enter the following URL:

http://<hostname>:7778/

Click the Oracle Calendar Administrator link.

Move your mouse over this icon to see the image

 

2.

Login as calendar_admin/<your password> and click Login.

Move your mouse over this icon to see the image

 

3.

Fill in the Host Name and Node-ID fields in the Calendar Server section. In the Administrator section, enter your Password. Click the Log In button.

Move your mouse over this icon to see the image

 

4.

Click the Calendar Management tab.

Move your mouse over this icon to see the image

 

5.

Click the Resources subtab.

Move your mouse over this icon to see the image

 

6.

Search for the resource name, Projector1, and click the Go button.

Move your mouse over this icon to see the image

 

7.

Select the Update icon associated with the resource name. Click the pencil icon next to Projector1.

Move your mouse over this icon to see the image

 

8.

Scroll down to the Scheduling Options section and set the required options:

  • Select Yes - Requires Approval in the Allow Double-booking pull-down list
  • Click the Notify Approver by E-mail box
  • Fill in the Approver E-mail field
  • Change the language that will be used to send the e-mail using the pull-down list, if needed

Move your mouse over this icon to see the image

 

9.

Click Apply.

Move your mouse over this icon to see the image

 

10.

In the confirmation screen, click the Go button.

Move your mouse over this icon to see the image

 

Back to the task

Greg informs Don that a television, TV1001, is being replaced as they have been getting many complaints regarding this. Don has to delete the television from the calendar node.
Greg informs Don to be careful while doing this task because deleting a resource from a node results in removal of the resource's directory entry and records from the local node. The resource no longer appears as invited in user's agendas, nor will it appear in any directory listings.
Greg also reminds Don that before deleting the resource, he can transfer the calendar entries owned by the resource to another resource, or take a copy of the resource's agenda and subsequently copy it back to any calendar server node.

Perform the following steps to delete a calendar resource:

1.

Open a browser and enter the following URL:

http://<hostname>:7778/

Click the Oracle Calendar Administrator link.

Move your mouse over this icon to see the image

 

2.

Login as calendar_admin/<your password> and click Login.

Move your mouse over this icon to see the image

 

3.

Fill in the Host Name and Node-ID fields in the Calendar Server section. In the Administrator section, enter your Password. Click the Log In button.

Move your mouse over this icon to see the image

 

4.

Click the Calendar Management tab.

Move your mouse over this icon to see the image

 

5.

Click the Resources subtab.

Move your mouse over this icon to see the image

 

6.

Search for the resource name, TV1001, and click the Go button.

Move your mouse over this icon to see the image

 

7.

Click the Delete button next to TV1001.

Move your mouse over this icon to see the image

 

8.

Click the Go button.

Move your mouse over this icon to see the image

 

Defining a Default Resource Profile

Back to topic list

2. An administrator can define a default resource profile to apply while adding resources to the database. This profile can also be applied to existing resources.The resource profile is applied during resource creation. The default resource profile is outlined under the section heading [GEN] in the $ORACLE_HOME/ocal/misc/resource.ini file. Multiple profiles can be created from this template and appended to the file under different section heading names. These profiles can then be specified during resource creation or modification.

Perform the following steps to define a default resource profile using resource.ini:

1.

Open a browser and enter the following URL:

http://<hostname>:7778/

Click the Oracle Calendar Administrator link.

Move your mouse over this icon to see the image

 

2.

Login as calendar_admin/<your password> and click Login.

Move your mouse over this icon to see the image

 

3.

Fill in the Host Name and Node-ID fields in the Calendar Server section. In the Administrator section, enter your Password. Click the Log In button.

Move your mouse over this icon to see the image

 

4.

Click the Server Administration tab.

Move your mouse over this icon to see the image

 

5.

The calendar nodes are displayed.

Move your mouse over this icon to see the image

 

6.

Click the Update icon for your calendar node.

Move your mouse over this icon to see the image

 

7.

Click the Default Resource Profile link.

Move your mouse over this icon to see the image

 

8.

The $ORACLE_HOME/ocal/misc/resource.ini file is displayed. Delete the old value(s) and insert the new value(s) to edit the resource default profile.

Move your mouse over this icon to see the image

 

9.

Click Apply.

Move your mouse over this icon to see the image

 

10.

In the confirmation screen, click the Go button.

Move your mouse over this icon to see the image

 

Granting Rights to Access Calendar Resources

Back to topic list

3.As an administrator, you can grant designate rights to users to be able to access calendar resources. You can also restrict a resource from being booked and allow only specific users to be able to book the restricted resource.

To complete this task, perform the following subtasks:

Granting Designate Rights to Users to Access Calendar Resources
Restricting a Resource
Granting Booking Rights to Specific Users

Back to the task

For steps on Granting Designate Rights to Users to Access Calendar Resources go to lesson 9.6 Managing Access Rights and Designates

Back to the task

For steps on Restricting a Resource go to lesson 9.6 Managing Access Rights and Designates

Back to the task

For steps on Granting Booking Rights to Specific Users go to lesson 9.6 Managing Access Rights and Designates

Assigning a Category to a Resource

Back to topic list

4.Once all resource types have been entered in the category.ini file, each resource entered in the database can be associated with a resource type category. Associating a category to a resource will ensure that this resource is found when the user selects the right category type from the pull-down list.

Perform the following steps to assign a category to a resource:

1.

Open a browser and enter the following URL:

http://<hostname>:7778/

Click the Oracle Calendar Administrator link.

Move your mouse over this icon to see the image

 

2.

Login as calendar_admin/<your password> and click Login.

Move your mouse over this icon to see the image

 

3.

Fill in the Host Name and Node-ID fields in the Calendar Server section. In the Administrator section, enter your Password. Click the Log In button.

Move your mouse over this icon to see the image

 

4.

Click the Calendar Management tab.

Move your mouse over this icon to see the image

 

5.

Click the Resources subtab.

Move your mouse over this icon to see the image

 

6.

Search for resource name, Crystal Conf Room and click the Go button

Move your mouse over this icon to see the image

 

7.

Select the Update icon associated with the resource name. Click the pencil icon next to Crystal Conf Room.

Move your mouse over this icon to see the image

 

8.

Click the Categories link.

Move your mouse over this icon to see the image

 

9.

Click the View Tree button to view all categories available.

Move your mouse over this icon to see the image

 

10.

Click to select the categories check boxes to associate them to the resource and then click Apply.

Move your mouse over this icon to see the image

 

11.

In the confirmation screen, click the Go button.

Move your mouse over this icon to see the image

 

Move your mouse over this icon to hide all screenshots

Copyright © 2003, Oracle Corporation. All rights reserved. Contact Us Legal Notices and Terms of UsePrivacy Statement
E-mail this page
Printer View Printer View
Oracle Is The Information Company About Oracle | Oracle RSS Feeds | Careers | Contact Us | Site Maps | Legal Notices | Terms of Use | Privacy