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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction
1.1
Overview
1.2
Content Server
1.3
Content Repository
1.4
Revision Control
1.5
Metadata
1.6
Users
1.7
Security Groups and Accounts
1.8
Roles
1.9
Permissions
1.10
Access Control List (ACL) Security
1.11
Conversion Features
1.12
Indexing
1.13
Finding Content
1.14
Managing Images and Videos
1.15
Managing Content with Folders and WebDAV
1.16
Grouping Content into Folios
1.17
Routing Content Through Workflows
2
Getting Started
2.1
Using a Supported Web Browser
2.2
Accessing Content Server
2.3
User Interface
2.3.1
Home Page
2.3.2
Trays
2.3.3
Toolbar
2.3.4
Actions Menus
2.3.4.1
Page Action Menus
2.3.4.2
Table Action Menus
2.3.4.3
Item Action Menus
2.3.5
Pop-Up Calendar
2.4
Personalizing the Interface
2.4.1
About Personalization
2.4.2
User Profile Page
2.4.3
Editing Your User Profile
2.4.4
Editing Saved Queries
2.4.5
Saving Personal URLs
3
Searching for Content Items
3.1
Search Pages
3.1.1
Quick Search Field
3.1.2
Home Page Search Fields
3.1.3
Search Tray
3.1.4
Advanced Search Page
3.1.5
Query Builder Form
3.2
Working with Search Results
3.2.1
Displaying Search Results
3.2.2
Changing the Search Results View
3.3
Search Result Templates
3.3.1
Classic View Template
3.3.2
Headline View Template
3.3.3
Thumbnail View Template
3.3.4
Creating a Custom Search Result Template
3.4
Saving Queries
3.4.1
About Saved Queries
3.4.2
Saving a Query
3.4.3
Rerunning a Recent Query
3.4.4
Clearing Recent Queries
3.4.5
Creating Quick Search Queries
3.5
Search Engine Options
3.5.1
Searching with Oracle Text Search
3.5.1.1
Searching with the Expanded Form
3.5.1.2
Filtering Search Results
3.5.1.3
Searching with the Query Builder Form
3.5.1.4
Metadata Search Operators for Oracle Text Search
3.5.2
Searching with Database Metadata Search
3.5.2.1
About Metadata Searching
3.5.2.2
Performing a Metadata Search
3.5.2.3
Metadata Search Operators for a Database Metadata Search
3.5.2.4
Metadata Search Case Sensitivity
3.5.3
Searching with Database Full-Text Search
3.5.3.1
About Full-Text Searching
3.5.3.2
Full-Text Search Rules
3.5.3.3
Full-Text Search Case Sensitivity
3.5.3.4
Oracle Database Full-Text Search Operators
3.5.3.5
Performing a Full-Text Search
3.6
Searching for Expired or Expiring Content
3.7
Using Additional Search Capabilities
3.7.1
Metadata Wildcards
3.7.2
Internet-Style Search Syntax
3.7.3
Complex Queries and Alternate Query Formats
3.8
Searching Referenced Links (optional)
3.8.1
About Searching Links
3.8.2
Link References on the Content Information Page
3.8.3
Notification of Expiration
3.8.4
Performing a Link Search
3.8.5
Checking Content Item Link References
3.8.5.1
Checking Link References from the Search Results Page
3.8.5.2
Checking Link References from the Link Manager's Search Links page
3.8.6
Checking the Link Information About Specific Links
3.8.6.1
Checking Link Information from the Content Information Page
3.8.6.2
Checking Link Information from the Search Links Page
3.9
Content Data Tracking and Reporting
3.9.1
About Content Tracker
3.9.2
About Content Tracker Reports
3.9.2.1
Content Access Reports
3.9.2.2
Content Dashboard Feature
3.9.2.3
Drill Down Report Feature
4
Working with Content Items
4.1
Understanding the Lifecycle of a Content Item
4.1.1
Revision Lifecycle
4.1.2
Revision Status
4.1.3
Determining the Revision Status
4.1.4
Viewing the Revision History
4.1.5
Deleting Revisions
4.1.6
Expired Content
4.2
Content Item Metadata
4.2.1
Viewing Content Information
4.2.2
Updating Metadata
4.2.3
Recategorizing Metadata
4.3
Viewing a Content Item
4.3.1
Viewing a Web-Viewable File
4.3.2
Viewing a Native File
4.4
Signing Content Electronically
4.4.1
About Electronic Signatures
4.4.1.1
Signable Objects
4.4.1.2
Signature Metadata
4.4.1.3
Signature Verification
4.4.2
Signing a Content Item Electronically
4.4.3
Viewing Electronic Signature Information
4.4.4
Search for a File in Revisions
4.4.5
Search for a File in the Repository
4.5
Discussing Content
4.5.1
About Discussion Posts and Threads
4.5.2
Initiating a Discussion from the Content Information Page
4.5.3
Initiating a Discussion from the Search Results Page
4.5.4
Initiating a Discussion from the Workflow Review Page
4.5.5
Viewing a Threaded Discussion
4.5.6
Replying to a Posting
4.5.7
Printing a Threaded Discussion
4.5.8
Deleting a Threaded Discussion
4.5.9
Searching with the Discussion Type Field
4.6
Subscribing to New Revisions of a Content Item
4.6.1
About Subscriptions
4.6.2
Subscribing to a Content Item
4.6.3
Viewing Your Current Subscriptions
4.6.4
Unsubscribing from a Content Item
4.6.5
Unsubscribing from a Criteria Group
5
Checking In Files
5.1
About Manual File Check-In
5.2
Primary and Alternate Files
5.3
Watermarks and File Check-In
5.3.1
About PDF Watermark
5.3.2
Watermark Templates
5.3.3
Content Check-In Form
5.4
Checking In Single Files
5.4.1
Checking In a New File
5.4.2
Checking In a Similar File
5.4.3
Checking In a Revised File
5.5
Checking In Multiple Files
5.5.1
About Multiple File Check-In
5.5.2
Upload Applet Requirements
5.5.3
Checking In Multiple Files Using Upload
5.6
Important Considerations
5.6.1
Multibyte Characters
5.6.2
Content Profiles
6
Checking Out Files
6.1
About Manual File Check-Out
6.2
Checking Out Single Files
6.3
Using Check Out and Open
6.3.1
About Checking Out and Opening Content
6.3.2
Opening Content from Content Server
6.4
Checking Out Multiple Files
6.4.1
About Multiple File Check-Out
6.4.2
Download Applet Requirements
6.4.3
Download Options on Search Results Pages
6.4.4
Downloading Multiple Files
7
Working with Workflows
7.1
About Workflows
7.1.1
Workflow Types
7.1.2
Workflow Steps
7.1.3
Postprocess Workflow Options
7.1.4
Workflow Process
7.1.5
Authentication
7.2
Participating in a Workflow
7.2.1
Entering a File to a Workflow
7.2.2
Reviewing Revisions in a Workflow
7.2.3
Working with a Rejected Revision
7.3
Viewing Workflow Information
7.3.1
Workflow Information
7.3.2
Viewing a List of Active Workflows
7.3.3
Viewing a List of Your Workflows
7.3.4
Viewing Workflow History and Information About a Workflow Step
7.3.5
Viewing Content Information
8
Managing Content with Folders and WebDAV
8.1
Introduction
8.1.1
Browsing to Content
8.1.1.1
Browse Content Tray
8.1.1.2
Browsing Content to Find a File
8.1.2
About Folders
8.1.2.1
The Folders Interface
8.1.2.2
Folders and Files
8.1.2.3
Shortcuts
8.1.2.4
Query Folders and Folder Search
8.1.2.5
Folders Retention
8.1.2.6
Personal Folder
8.1.2.7
Security and User Access
8.1.2.8
Content Item Versioning
8.1.2.9
Folder and Content Item Metadata
8.1.2.10
Migrating Contribution Folder Content
8.1.3
About Contribution Folders
8.1.3.1
Content Item Security
8.1.3.2
Folder Metadata Inheritance
8.1.3.3
Default Metadata Values
8.1.3.4
Trash Bin
8.1.3.5
Metadata Propagation
8.1.3.6
Folder Content Item Revisions
8.1.4
About WebDAV
8.1.4.1
What is WebDAV?
8.1.4.2
WebDAV Clients
8.1.4.3
Oracle WebCenter Content: Desktop
8.2
Working with Folders
8.2.1
Folder Navigation
8.2.2
Working with Folders
8.2.2.1
Create a Folder
8.2.2.2
Specify Default Folder Metadata
8.2.2.3
Propagate Folder Metadata
8.2.3
Working with Content Items
8.2.3.1
Add a New Content Item to a Folder
8.2.3.2
Add an Existing Content Item to a Folder
8.2.3.3
Create a Folder or File Shortcut
8.2.3.4
Copy or Move Folders and Files
8.2.3.5
Check Out and Check in Files
8.2.3.6
Delete Folders and Files
8.2.4
Working with Search Options and Query Folders
8.2.4.1
Search for a Folder or File
8.2.4.2
Save a Search as a Query Folder
8.2.4.3
Create or Modify a Query Folder
8.2.5
Folder Access Example
8.3
Working with Contribution Folders
8.3.1
Naming Folders
8.3.2
Defining User Configuration Settings
8.3.3
Defining User Metadata Defaults for New Content
8.3.4
Defining User Metadata Defaults for Revised Content
8.3.5
Viewing Contribution Folders
8.3.6
Viewing Content Items
8.3.7
Checking In Content
8.3.8
Adding Contribution Folders
8.3.9
Modifying Contribution Folders
8.3.10
Moving Contribution Folders and Content
8.3.11
Creating a Shortcut
8.3.11.1
Creating a Shortcut from an Exploring Page
8.3.11.2
Creating a Shortcut from a Folder Information or Content Information Page
8.3.12
Deleting Contribution Folders and Their Content
8.3.12.1
About Deleting Folders and Content
8.3.12.2
Deleting a Folder or Content Item
8.3.12.3
Permanently Deleting Folders and Content from Trash
8.3.13
Restoring Folders and Content from Trash
8.3.14
Propagating Metadata
8.3.15
Searching for Content in Folders
8.4
Working with WebDAV
8.4.1
Working with Folders
8.4.1.1
WebDAV Folders
8.4.1.2
Connecting to a WebDAV Folder
8.4.1.3
Viewing Folders
8.4.1.4
Creating a New Folder
8.4.2
Working with Content
8.4.2.1
Checking In Content
8.4.2.2
Check-In Troubleshooting
8.4.2.3
Checking Out Content
8.4.2.4
Viewing Content
8.4.2.5
Modifying Content
8.4.2.6
Deleting a Folder or Content Item
8.4.2.7
Restoring a Contribution Folder or Content Item
8.4.2.8
Copying Content
8.4.2.9
Moving Content
8.4.3
Displaying Web Pages
8.4.3.1
Configuring Windows Explorer
8.4.3.2
Displaying a Web Page
9
Grouping Content with Folios
9.1
Content Folios
9.1.1
About Content Folios
9.1.1.1
What a Folio Is
9.1.1.2
The Folio Structure
9.1.2
When to Use a Folio
9.1.2.1
Structured Organization of Content
9.1.2.2
Management of Records and Reports
9.1.2.3
Management of Digital Assets and Production
9.1.2.4
Custom Uses
9.2
Working with Folios
9.2.1
Creating a Simple Folio
9.2.2
Creating an Advanced Folio
9.2.3
Modifying Folio Structure and Content
9.2.3.1
Editing a Simple Folio
9.2.3.2
Editing an Advanced Folio
9.2.4
Taking Snapshots
9.2.5
Locking and Unlocking Folios
9.2.6
Downloading Folio Renditions
9.2.7
Finding Existing Folios
9.2.8
Viewing Folios
9.2.9
Viewing Folio Information
9.2.10
Subscribing to Folios
9.2.11
Using Digital Asset Baskets
9.2.11.1
Managing Digital Asset Baskets
9.2.11.2
Working with Digital Asset Baskets
9.2.12
Understanding Folio Workflows
10
Using Images and Videos
10.1
About Digital Asset Manager
10.2
Working with Digital Asset Manager
10.2.1
About Using Digital Asset Manager
10.2.2
Supported Input Formats
10.2.3
Supported Video Output Formats
10.2.4
Checking In a Digital Asset
10.2.5
Finding Renditions and Information
10.2.6
Rendition Information Page
10.2.7
Image Data Page
10.2.8
Rendition Parameters Page
10.2.9
Video Preferences Page
10.2.9.1
No Format Option
10.2.9.2
No Player Option
10.2.10
Working with Renditions
10.2.10.1
Storing Renditions in Your Digital Asset Basket
10.2.10.2
Viewing Items in Your Digital Asset Basket
10.2.10.3
Removing Items from Your Digital Asset Basket
10.2.10.4
Adding and Removing Renditions in a Rendition Set
10.2.10.5
Downloading Multiple Items
10.2.10.6
Creating Renditions
10.2.10.7
Updating Renditions
10.2.11
Working with Standard Content Items
10.2.12
Digital Asset Manager on a Macintosh Client
10.3
FlipFactory Supported Formats
10.3.1
Streaming Media Formats
10.3.2
Broadcast Media Formats
10.3.3
Professional Media Formats
10.4
Included Image Rendition Sets
10.4.1
BasicRenditions
10.4.2
ThumbnailOnly
10.4.3
MultipleFormats
10.5
Oracle Outside In Technology Image Formats
A
User Interface
A.1
Getting Started
A.1.1
Home Page
A.1.2
Toolbar
A.1.3
Trays
A.1.4
My Content Server Tray
A.1.5
Content Management Tray
A.2
Search Pages
A.2.1
Quick Search Field
A.2.2
Quick Searches Page
A.2.3
Create/Edit Targeted Quick Search Page
A.2.4
Home Page Search Fields
A.2.5
Search Tray
A.2.5.1
Criteria Tab
A.2.5.2
Results Tab
A.2.6
Advanced Search Page
A.2.6.1
Expanded Form
A.2.6.2
Query Builder Form
A.2.6.3
Results Options
A.2.7
Search Results Page
A.2.8
Saved Queries Page
A.2.9
Expired Content Page
A.3
Creating and Editing Custom Search Result Templates
A.3.1
Search Result Templates for User Page
A.3.2
Create/Edit Classic View Search Result Template Page
A.3.3
Classic View Basic Information
A.3.4
Classic View Customize Description Column
A.3.5
Classic View Advanced Options
A.3.6
Create/Edit Headline View Search Result Template Page
A.3.7
Headline View Basic Information
A.3.8
Headline View Customize Columns
A.3.9
Headline View Customize Description Column
A.3.10
Headline View Advanced Options
A.3.11
Create/Edit Thumbnail View Search Result Template Page
A.3.12
Thumbnail View Basic Information
A.3.13
Thumbnail View Customize Description Column
A.3.14
Thumbnail View Advanced Options
A.4
Access Control Lists (ACL)
A.4.1
Access Control List Users, Groups, and Roles
A.4.2
Access Control List Permissions
A.5
Referenced Links Interface (optional)
A.5.1
Search Links Page
A.5.2
Link Search Results Page
A.5.3
Link Item Actions Menu
A.5.4
Link References on Content Information Page
A.5.4.1
Hide Link References
A.5.4.2
Show Link References
A.5.5
Link Info Page
A.6
Working with Content Items
A.6.1
Content Information Page
A.6.2
Content Information - Signatures Tab
A.6.3
Revision History
A.6.4
Work In Progress Page
A.6.5
Info Update Form
A.6.6
Post Comment Form
A.6.6.1
Discussion Form Menu
A.6.7
Discussion Info Page
A.6.8
Content Information Page with Discussion Field
A.6.9
Subscriptions Page
A.6.10
Subscription Info Page
A.6.11
Subscribe To "Item" Page
A.6.12
Unsubscribe Page
A.6.13
Sign Content Item Page
A.6.14
Search for Local File Page
A.7
Check-In and Check-Out Interface
A.7.1
Content Check-In Form
A.7.2
Dynamic Converter Check-In Fields
A.7.3
Check-In Confirmation Page
A.7.4
Upload Files Window
A.7.5
Checked-Out Content for User Page
A.7.6
Check-Out Confirmation Page
A.7.7
Checked-Out Content Page
A.7.8
Download Files Window
A.7.9
Download Results Summary
A.8
Workflow Interface
A.8.1
Workflow Started Notification
A.8.2
Workflow Review Notification Message
A.8.3
Workflow Content Items Page
A.8.4
Reject Content Item Page
A.8.5
Workflow Content Item Reject Notification
A.8.6
Active Workflows Page
A.8.7
Workflow in Queue Page
A.8.8
Workflow Info For Item Page
A.8.9
Workflow Review Page
A.8.10
Sign Workflow Content Item Page
A.9
Contribution Folders Interface
A.9.1
Contribution Folders Link
A.9.2
My Folder Configuration Link
A.9.3
User Profile Page
A.9.4
Folder Configuration Page
A.9.5
Default Information Field Configuration Page
A.9.6
Revision Information Field Configuration Page
A.9.7
Exploring Contribution Folders
A.9.8
Trash Exploring Page
A.9.9
Browsing Window
A.9.10
Hierarchical Folder Information Page
A.9.11
Hierarchy Folder Configuration Page
A.10
Folders Interface
A.10.1
Exploring Folders
A.10.1.1
Page Actions and Menus
A.10.1.2
Folder Actions and Menus
A.10.1.3
Folder Item Actions
A.10.1.4
Content Item Actions
A.10.2
Choose a Destination Window
A.10.3
Create Shortcut Window
A.10.4
(Folder) Shortcut Information Page
A.10.5
Folder Editing Form
A.10.6
Folder/File Search Form
A.10.7
Editing Default Metadata Values Page
A.10.8
Propagate Page
A.11
WebDAV Interface
A.11.1
WebDAV Folders
A.11.2
WebDAV User Interface
A.12
Folio User Interface
A.12.1
My Content Server Tray: My Baskets
A.12.2
Content Management Tray: New Folio
A.12.3
Pick Folio Type Page
A.12.4
Edit Simple Folio Page
A.12.5
Edit Folio Page
A.12.5.1
Folio Structure Tray
A.12.5.2
Element Info Tray
A.12.5.3
Source Items Tray
A.12.5.4
Actions Menu
A.12.5.5
Renderers Menu
A.12.6
Set Folio Profile Page
A.12.7
Folio Check In Page
A.12.8
Folio Check In Confirmation Page
A.12.9
View Folio Page
A.12.10
Manage Content Baskets Page
A.12.11
Content Basket Page
A.12.12
Move/Copy Basket Items Page
A.12.13
Insert Hypertext Page
A.12.14
Subscribe to folio_name page
A.13
Content Tracker Interface
Glossary
Index
Scripting on this page enhances content navigation, but does not change the content in any way.