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Oracle® Fusion Middleware User's Guide for Oracle WebCenter Portal: Spaces
11g Release 1 (11.1.1.6.0)

Part Number E10149-11
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2 Leveraging Content Management

The Documents service and the flexibility of Content Presenter are available to you in WebCenter Portal: Spaces for including content from connected content repositories.

In addition to selecting and displaying content on a page in a Spaces application, you can define workflows on content in a space, create and edit content at runtime, collaborate on documents, integrate with Microsoft Office and Explorer, and add wikis and blogs to an application.

This chapter provides a survey of content management features and offers pointers to the information that will assist you in implementing them. It includes the following sections:

Audience

This chapter is intended for Spaces users interested in leveraging content management features to manage and provide access to content in connected content repositories using Spaces.

2.1 What Is Content Management?

Content management refers to the functionality available in Spaces to add content from one or more connected content repositories to an application, enabling application developers and end users with appropriate permissions to manipulate and display that content in a variety of ways:

2.2 Leveraging Content Management Features

Content is the backbone of any Web-based project. This section provides a summary of the full scope of content management functionality available to you in Spaces. It includes the following subsections:

2.2.1 Displaying Individual Files

You can add dynamic previews of individual files using document components (link, image, and inline frame), a Content Presenter task flow, or a Documents service task flow:

  • Document components:

    • A Link displays the name of a selected file as a link, which you can click to display the file content in its native application.

    • An Inline Frame displays the content of a selected file as a preview.

    • An Image displays a selected file as an image.

  • A Content Presenter task flow displays a selected file in the default display template for its file type. For information about the out-of-the-box display templates, see Section 40.5, "Selecting a Display Template."

  • Documents service task flows:

    • A Document Viewer task flow displays a preview of a file, or file properties for files that do not support a preview.

    • A Document Mini Properties task flow displays the Basic properties of a file in a read-only view.

    • A Document Properties task flow displays both Basic and Advanced properties of a file, along with an Edit button to allow you to modify property values.

    • A Document Version History task flow displays a list of versions of a file, allowing for deletion of a selected version.

2.2.2 Displaying and Managing the Contents of a Folder

The content task flows available in Spaces provide flexibility in how content displays on a page. You can display and manage the contents of a folder using the Content Presenter task flow to precisely customize the selection and presentation of content, or you can use one of the Documents service task flows that suits your purposes for presenting content management functionality:

  • A Content Presenter task flow displays a selected folder in the default display template for folder content: List View. For information about the out-of-the-box display templates, see Section 40.5, "Selecting a Display Template" (Table 40-2 and Table 40-3).

  • Documents service task flows:

    • A Document Explorer task flow displays folders and files in two panes, combining the functionality of the Document Navigator and Folder Viewer task flows. It provides in-place previewing and editing, and robust management capabilities.

    • A Document List Viewer task flow displays folders and files in a single pane as a flat listing. It provides preview and editing in a separate window, and some management capabilities.

    • A Document Manager task flow displays folders and files as specified by its Layout property: Explorer, Table, or Tree Table.

    • A Document Navigator task flow displays a simple listing of folders and files in a single pane, providing expand/collapse on folders to show the full hierarchy.

    • A Folder Viewer task flow displays the contents of a folder in a single pane as a flat listing, providing in-place preview and editing, and robust management capabilities.

    • A Recent Documents task flow displays a list of the files most recently created or modified in the current folder.

2.2.3 Adding and Managing Document Workflow

From Spaces, you can define workflows on space folders that reside in Content Server. When a folder is assigned a workflow, any file (including wiki documents and blog posts) checked in or uploaded to that folder must be approved or rejected by one or more assigned approvers. Documents service task flows, Content Presenter, and the Oracle Workflow Queue portlet from the Universal Content Management Portlet Suite provide access to the workflow-enabled content. Additionally, Content Presenter provides support for managing workflow when it displays a file that is assigned a workflow.

2.2.4 Creating and Managing Content at Runtime

End users of a Spaces application can create and manage content at runtime using the content task flows:

  • The Documents service task flows offer capabilities to create, open, edit, delete, copy, rename, move, share, search, view, or manage information about folders and files in the connected content repository, including wikis and blogs.

  • In a Content Presenter task flow, end users can edit wiki documents, HTML files, or Site Studio files in-context, and create new Site Studio files in the connected Content Server content repository.

2.2.5 Collaborating on Documents

Almost every enterprise spends a lot of time collaborating on documents. This includes joint authoring, sharing, reviewing, approving, editing, and so on. Spaces provides several ways to collaborate on documents, both during the development of a document, or when a document is available to all users of a Spaces application. You can collaborate on documents using the features available through the Documents service, through workflows, and using Oracle AutoVue.

2.2.6 Integrating with Microsoft Office and Explorer

Spaces integrates with Microsoft Office and Windows Explorer to provide you with flexibility in managing files in a space when the content repository is Content Server:

  • Using the Microsoft Office shared document management functionality, you can work with Word, PowerPoint, or Excel files in any space, including the Home space, from the task pane in the Office application.

  • If you use Microsoft Office Outlook as your mail client, you can interact with your favorite spaces right from the familiar Outlook interface. From Outlook, you can access your activities, manage your mail attachments, and track the discussions in your spaces. Additionally, you can create a new space based on a mail message to kick-start a collaborative project, automatically adding the mail recipients as space members, email attachments as documents, and email content as discussion topics.

  • In Windows Explorer, you can manage the folders and files in a space. To use this functionality, you create a network place in Windows Explorer for the space documents

2.2.7 Adding and Managing Wikis

Spaces enables you to create wiki documents, which multiple users can use to create and edit content that is relevant, useful, and up-to-date.

2.2.8 Adding and Managing Blogs

Spaces enables you to create and manage personal blogs to record experiences and opinions, and group related blog posts.