Oracle® Content Services Application Administrator's Guide 10g Release 1 (10.1.1) Part Number B15972-01 |
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This chapter provides conceptual information for Oracle Content Services Site and Container level administration. This chapter contains the following topics:
A Container is a special kind of folder that can contain other Containers or Libraries. Containers let Oracle Content Services Administrators organize the folder hierarchy in a logical way. For example, Containers could be created for geographical regions or by division. Users can only see the Containers they have access to.
Container Administrators can create, remove, and modify Container properties, such as the name and description.
Only Container Administrators can create and delete Containers. Containers may have default folder configuration settings that are inherited by Libraries created in the Container. In addition, a Container can be configured to allow or to limit Library creation to users and groups with specific privileges. Container Administrators can also enable Library creation requests through workflow.
In addition, Containers have Library defaults for categories, workflow, records management, and versioning. By default, these settings are inherited by all Libraries created in the Container. There are no default security settings for Libraries in Containers.
Only a Container Administrator can delete a Container.
Security Administrators can add, remove, or modify administrator and user access roles. Only Security Administrators can modify Site and Container access roles. They can also manage the access roles of Libraries, folders, and files within the Container.
Security Administrators can assign administrative roles to any user in the Site. Each administrative role must be filled by at least one user.
Administration that can only be performed at the Site level only is divided into the following roles:
Site Administrator
Can provide the ability to grant public access for specific items and Library creation request for the Site folder. Site Administrators can also specify which user access roles are available, as well as the order in which they appear under the Sharing tab.
Role Administrator
Can rename roles and set role descriptions
User Administrator
Manages groups and some user preference defaults.
Category Administrator
Creates categories for the Site, defining a hierarchy of categories and sub-categories available to Site users; can add additional categories anywhere in this hierarchy; and can add or remove attributes for all categories.
Records Administrator
Creates, modifies, and deletes file plans; can unrecordize content that may have been inadvertently recordized by a user; can freeze record dispositions, close record categories for further filings, and resubmit failed dispositions.
See Also:
Oracle Records Management Administrator's Guide for more informationAdministration that can be performed at both the Site and Container level is divided into the following roles
Quota Administrator
Manages the quota of allocated disk space for Libraries throughout the Site.
Configuration Administrator
Manages all folders and files, as well as configuration settings. Sets the default and actual configuration of Sites, Containers, Libraries, and folders for categories, versioning, workflow processes, and records management.
Library Administrator
Creates and sets the initial configurations and security of Libraries. Can rename and delete libraries, as well as set descriptions. Once the Library is created they cannot update the configurations or security.
Container Administrator
Creates and deletes Containers. Enables Library creation request.
Security Administrator
Manages the security configurations for Sites, Containers, Libraries, folders, and files.
Content Administrator
Manages all Site content; has access to all content in the Site; can unlock files locked by any user; can rename and delete Libraries; and can restore deleted files from the archive.
In addition to administration roles, the following roles can be assigned at the Site and Container level:
Container Viewer
Views Containers and their properties. Can also request for Library creation if the option is enabled.
Library Creator
Views Container properties and can create Libraries, as well as view Container properties and create Libraries for sub Containers.
Security Administrators can assign access roles to any user in a Library, folder, and file. The following access roles can be assigned to users:
Administrator
View the properties of a Library, folder, file, or link
View the content and category information of a file
Add, delete, or modify the category information of a file
Update the content of a non versioned controlled file
Rename and update the properties of a Library, file, folder, or link
Modify the Library, folder, or file a link refers to
Lock and unlock files
Add files to a folder
Copy, delete, and move folders and files
Create folders
Add a version for a version controlled file
Check-in and Check-out
Add, delete, or modify the security configuration of a Library, folder, or file
Update and delete Libraries
Add, delete, or modify any configuration category on a folder or file, except for quota
Administrative Assistant
View the properties of a Library, folder, file, or link
Add files to a folder
Create folders
Add, delete, or modify the security configuration of a folder or file
Add, delete, or modify any configuration category on a folder or file, except for quota
Modify security settings
Approver
View the properties of a Library, folder, file, or link
View the content and category information of a file
Add, delete, or modify the category information of a file
Update the content of a non versioned controlled file
Rename and update the properties of a file or folder
Modify the Library, folder, or file a link refers to
Lock and unlock files
Copy folders and files
Author
View the properties of a Library, folder, or file
View the content and category information of a file
Add, delete, or modify the category information of a file
Update the content of a non versioned controlled file
Rename and update the properties of a file or folder
Modify the Library, folder, or file a link refers to
Lock and unlock files
Add files to a folder
Copy, delete, and move folders and files
Create folders
Add a version for a version controlled file
Commentator
View the properties of a Library, folder, or file
View the content and category information of a file
Add, delete, or modify the category information of a file
Update the content of a non versioned controlled file
Rename and update the properties of a file or folder
Modify the Library, folder, or file a link refers to
Lock and unlock files
Copy folders and files
Content Editor
View the properties of a Library, folder, or file
View the content and category information of a file
Add, delete, or modify the category information of a file
Update the content of a non versioned controlled file
Rename and update the properties of a file or folder
Modify the Library, folder, or file a link refers to
Lock and unlock files
Add files to a folder
Copy folders and files
Create folders
Add a version for a version controlled file
Custodian
View the properties of a Library, folder, or file
View the category information of a file
Add, delete, or modify the category information of a file
Rename and update the properties of a file or folder
Modify the Library, folder, or file a link refers to
Lock and unlock files
Add files to a folder
Copy, delete, and move folders and files
Create folders
Discoverer
View the properties of a Library, folder, or file
Limited Author
View the properties of a Library, folder, or file
View the content and category information of a file
Add, delete, or modify the category information of a file
Update the content of a non versioned controlled file
Rename and update the properties of a file or folder
Modify the Library, folder, or file a link refers to
Lock and unlock files
Add files to a folder
Create folders
Add a version for a version controlled file
Copy folders and files
Manager
View the properties of a Library, folder, or file
Add files to a folder
Create folders
Add, delete, or modify the security configuration of a folder, or file
Organizer
View the properties of a Library, folder, or file
Add, delete, modify, and view the category information of a file
Update the content of a non versioned controlled file
Rename and update the properties of a file or folder
Modify the Library, folder, or file a link refers to
Lock and unlock files
Copy, delete, and move folders and files
Reader
View the properties of a Library, folder, or file
View the content and category information of a file
Copy folders and files
Reviewer
View the properties of a Library, folder, or file
View the content and category information of a file
Copy folders and files
Libraries are the first level in the Oracle Content Services folder hierarchy where content is added. Members must be added to a Library, and a Library is only visible to Site and Container level administrators and members of the Library.
Library Administrators can create and delete Libraries, but they cannot change the configuration settings of the Library after it has been created. Library Administrators can also move Libraries if they have Container Administrator privileges in the target Site or Container. In addition, Library Administrators can rename and set Library descriptions
Configuration Administrators set all the default behaviors for Libraries, including versioning, categories, workflow, and records management. They can also modify any existing Library or folder settings that they have access to. In addition, Configuration Administrators set all the defaults for folders and documents within a Library.
Configuration Administrators can set the following default behaviors for a Library:
Versioning
Set the versioning model (Automatic, Manual, or No Versioning)
Set the maximum number of versions to retain
Enable automatic version labeling and select label format
Disallow versioning selections to be modified
Categories
Select which categories are available
Select defaults for all categories available in the system, such as whether a category must be associated with all content, or whether a particular attribute should be required
Disallow category selections to be modified
Workflow
Select which operations are controlled by workflow
Select the workflow used to control each workflow-controlled operation
Specify if a workflow requires approval
Add and remove approvers
Enable automatic approval of requests sent by approvers
Set the number of approvals required to approve
Set the number of rejections required to reject
Disallow workflow selections to be modified
Records Management
Select the record category to enforce on all content
Disallow Records Management selections to be modified
Content Administrators manage all content within a Site. They have access to and can perform various file operations on all Site content. Content Administrators have access to all Libraries, with all permissions except for the ability to set or configure security. Content Administrators can delete Libraries, as well as, manage the archive and can perform various operations on files within the Archive.
In addition, Content Administrators can view properties of a Site or Container, depending whether they have Site or Container level access.
Content Administrators manage and have access to all content in a Site. Content Administrators can perform the following file operations:
Lock and unlock files
Set and view content
Set and view categories
Add versioned files
Delete Libraries
Create, copy, and delete folders and files
Modify Library, folder, and file names and descriptions
Move files to and from various folders within a Site
Content Administrators can also set virus scanning to detect and repair infected files.
Content Administrators manage and have access to all content within the archive. In addition, Content Administrators can restore and remove files from the archive. However, Content Administrators cannot change the security settings of content in the archive.
Quota is the measurement of storage usage in Oracle Content Services. Each Library is allocated a quota by the Quota Administrator. The contents of each Library and Trash folder count against the Library's allocated quota. When the Library's quota is exceeded, Library members cannot store additional content in the Library.
The Quota Administrator can modify the quota of any Library. Approving a quota request automatically changes the quota for the Library.
Quota Administrators can view and change quota through the Library Properties page. Quota Administrators can also browse or search for a Library by name. The Quota Administrator can view the allocated and used quota and change the allocated quota for any Library.
Quota Administrators can view files, folder, and the configuration of all Libraries, but do not have access to the content.
Quota Administrators manage all of the quota within a Site, and can perform the following tasks:
Search for Libraries within a Site
View the consumed quota for a Site
Assign the default quota for all newly created Libraries within a Site
Approve requests for additional Library quota
Modify allocated Library quota
In addition to administration roles, there are two additional roles that can be assigned at the site and container level: Container Viewer and Library Creator.
Container Viewers can view Containers and their properties. All users are assigned the Container Viewer role on the site folder.
Library Creators can view Container properties and can create Libraries at the Site or Container level.
These roles can be accessed without being in Administration Mode.