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Oracle® Fusion Middleware Administering Oracle WebCenter Content
11g Release 1 (11.1.1)

Part Number E26692-01
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34 Archive and Migration Strategies

This chapter provides information about several typical archiving and migration strategies for Content Server.

Note:

All of the scenarios described in this section can be run manually or automatically (through replication).

This chapter covers the following topics:

34.1 Export

This section provides information about strategies for exporting.

Summary

A simple export is typically used to:

Configurations

The following are possible export-only configurations, shown in order from most to least typical:

Figure 34-1 Export to External File System

Description of Figure 34-1 follows
Description of "Figure 34-1 Export to External File System"

Figure 34-2 Export to Own Collection

Description of Figure 34-2 follows
Description of "Figure 34-2 Export to Own Collection"

34.2 Import

This section provides information about importing.

Summary

A simple import is typically used to:

Configurations

The following are possible import-only configurations, shown in order from most to least typical:

Figure 34-3 Import from External File System

Description of Figure 34-3 follows
Description of "Figure 34-3 Import from External File System"

Figure 34-4 Import from Own Collection

Description of Figure 34-4 follows
Description of "Figure 34-4 Import from Own Collection"

34.3 Self Export/Import

This section provides information about self export.

Summary

Self export/import is typically used to change content metadata to new values.

Configurations

The following are possible self export/import configurations, shown in order from most to least typical:

Figure 34-5 Self Export/Import from Own Collection

Description of Figure 34-5 follows
Description of "Figure 34-5 Self Export/Import from Own Collection"

Figure 34-6 Self Export/Import from External File System

Description of Figure 34-6 follows
Description of "Figure 34-6 Self Export/Import from External File System"

34.4 One-to-One Archiving

This section provides information about one-to-one archiving.

Summary

One-to-one archiving is used to copy or move content from one Content Server instance to another.

Configurations

The following are possible one-to-one archiving configurations, shown in order from most to least typical:

Figure 34-7 One-to-One Archiving: Over Sockets

Description of Figure 34-7 follows
Description of "Figure 34-7 One-to-One Archiving: Over Sockets"

Figure 34-8 One-to-One Archiving: On Shared File System

Description of Figure 34-8 follows
Description of "Figure 34-8 One-to-One Archiving: On Shared File System"

Figure 34-9 One-to-One Archiving: On Shared External File System

Description of Figure 34-9 follows
Description of "Figure 34-9 One-to-One Archiving: On Shared External File System"

Figure 34-10 One-to-One Archiving: Export to Collection and Import from Collection on Shared File System

Description of Figure 34-10 follows
Description of "Figure 34-10 One-to-One Archiving: Export to Collection and Import from Collection on Shared File System"

Figure 34-11 One-to-One Archiving: Export from Source to Collection and Import from Collection on Shared File System

Description of Figure 34-11 follows
Description of "Figure 34-11 One-to-One Archiving: Export from Source to Collection and Import from Collection on Shared File System"

34.5 One-to-Many Archiving

This section provides information about one-to-many archiving.

Summary

One-to-many archiving is typically used to copy or move content from a contribution server to consumption servers.

Configurations

The following are possible one-to-many archiving configurations, shown in order from most to least typical:

Figure 34-12 One-to-Many Archiving: Over Sockets

Description of Figure 34-12 follows
Description of "Figure 34-12 One-to-Many Archiving: Over Sockets"

Figure 34-13 One-to-Many Archiving: On Shared File System

Description of Figure 34-13 follows
Description of "Figure 34-13 One-to-Many Archiving: On Shared File System"

Figure 34-14 One-to-Many Archiving: On Shared External File System

Description of Figure 34-14 follows
Description of "Figure 34-14 One-to-Many Archiving: On Shared External File System"

Figure 34-15 One-to-Many Archiving: Export to Collection and Import from Collection on Shared File System

Description of Figure 34-15 follows
Description of "Figure 34-15 One-to-Many Archiving: Export to Collection and Import from Collection on Shared File System"

Figure 34-16 One-to-Many Archiving: Export from Source to Collections and Import from Collections on Shared File System

Description of Figure 34-16 follows
Description of "Figure 34-16 One-to-Many Archiving: Export from Source to Collections and Import from Collections on Shared File System"

34.6 Many-to-One Archiving

This section provides information about many-to-one archiving.

Summary

Many-to-one archiving is typically used to:

Configurations

The following are possible many-to-one archiving configurations, shown in order from most to least typical:

Figure 34-17 Many-to-One Archiving: Over Sockets

Description of Figure 34-17 follows
Description of "Figure 34-17 Many-to-One Archiving: Over Sockets"

Figure 34-18 Many-to-One Archiving: On Shared File System

Description of Figure 34-18 follows
Description of "Figure 34-18 Many-to-One Archiving: On Shared File System"

Figure 34-19 Many-to-One Archiving: On Shared External File System

Description of Figure 34-19 follows
Description of "Figure 34-19 Many-to-One Archiving: On Shared External File System"

Figure 34-20 Many-to-One Archiving: Export to Collections and Import from Collections on Shared File System

Description of Figure 34-20 follows
Description of "Figure 34-20 Many-to-One Archiving: Export to Collections and Import from Collections on Shared File System"

Figure 34-21 Many-to-One Archiving: Export From Sources to Collection and Import from Collection on Shared File System

Description of Figure 34-21 follows
Description of "Figure 34-21 Many-to-One Archiving: Export From Sources to Collection and Import from Collection on Shared File System"

34.7 Archiver Examples

This section provides examples that illustrate how to use Archiver to solve common business problems.

34.7.1 Copying a Content Server Instance to a Laptop

In this example, you want to set up a laptop computer with a copy of a Content Server instance for a colleague who will be traveling.

This procedure assumes that the source Content Server instance and the laptop computer have access to the same file system, and that the laptop computer has Content Server software installed.

  1. Open Archiver on the source Content Server instance.

  2. Create a new archive.

  3. Because you want to export all content, you do not need to create an export query.

  4. To limit the file size of the archive, choose the Latest Revisions option on the Edit Export Query page.

  5. If content types and user attributes need to be copied to the laptop system, select Content Configuration and User Configuration on the Export Data tab.

  6. Set export options from the General tab:

    • To save space on the local system, select Replace Existing Export Files.

    • If your colleague needs web-viewable files, select Copy Web Content.

  7. Initiate the export manually.

  8. Open Archiver on the laptop Content Server instance.

  9. Open the source collection and select the archive to import.

  10. If content type and user attributes were exported, select these options on the Import Archive page.

  11. Initiate the import manually.

34.7.2 Transferring by Content Type and Author

In this example, you have a contribution Content Server instance where users submit content. You want to automatically archive HR content that is contributed by JChang to a Content Server instance in another building that serves as a Human Resources portal.

This procedure assumes that the two Content Server instances do not have access to a shared file system, and that the Human Resources portal server should contain only the latest revision of each content item.

Set up an automated export on the Contribution Content Server instance:

  1. Create an archive.

  2. Set these export queries for the archive:

    Field Operator Value

    Content Type

    Is

    HR

    Author

    Is

    JChang


  3. In the Edit Export Query page:

    • Select Export Revisions with Release Date later than most recent Export Date.

    • Select the Latest Revisions option.

  4. Set export options from the General tab:

    • To save space on the local system, select Replace Existing Export Files.

    • To include web-viewable files in the archive, select Copy Web Content.

  5. Export the archive manually.

  6. In the Replication tab, register the archive as an automated exporter.

Set up an automated import on the HR Portal Content Server instance:

  1. Create a target archive.

  2. Select the target archive and ensure that the Update Override Action is set on the General tab.

  3. Import the target archive manually.

  4. In the Replication tab, register the archive as an automated importer.

Set up an automated pull transfer from the Contribution server to the HR Portal server:

  1. In the Contribution Content Server instance, create an outgoing provider to the HR portal Content Server instance.

  2. Open Archiver on the HR portal Content Server instance.

  3. Open the target collection and make the target archive 'targetable.'

  4. Open the source collection and select the source archive.

  5. In the Transfer To tab, select the target archive as the target destination.

  6. Run a manual transfer.

  7. Set the transfer to be automated.

34.7.3 Changing Metadata Fields

In this example, you have a custom metadata field, ApprovedBy, which was used in one Content Server instance, but the field name must be changed to Sponsor for consistency with other Content Server instances.

  1. Create the new Sponsor metadata field.

  2. Create an archive.

  3. Manually export all content to the archive. (You do not need to create an export query.)

  4. Set up the following import field map for the archive:

    Export Field Target Field

    xApprovedBy

    Sponsor


  5. From the General tab, select Update as the Override Action.

  6. Initiate the import manually.

  7. Delete the ApprovedBy field from the Content Server instance.

34.7.4 Adding Content ID Prefixes

In this example, you have two Content Server instances that are used as contribution servers, but you want to have all content available for consumption from both servers. You can set up an automatic transfer in both directions. However, both Content Server instances use automatic Content ID generation with similar numbering schemes, which could result in errors or overwritten revisions if you import files with Content IDs that already exist on the target Content Server instance.

  • One way to avoid conflicts is to add a unique prefix in the Auto Number Prefix system property on both Content Server instances.

  • Another way to accomplish this is to add a unique prefix during the import process:

To add content ID prefixes:

  1. Set up the following value map on the first Content Server instance's import archive:

    Input Value Field Output Value

    All check box

    Content ID

    server2_<$dDocName$>


  2. Set up the following value map on the second Content Server instance's import archive:

    Input Value Field Output Value

    All check box

    Content ID

    server1_<$dDocName$>


34.7.5 Changing Release Dates

In this example, you are copying archives to other Content Server instances using replication or transfer, but you want the release date on the target Content Server instance to be the date the content item was copied.

  1. Set up an export and import for replication or transfer.

  2. Select the archive to import in the target Content Server instance.

  3. Set up the following import value map for the archive:

    Input Value Field Output Value

    All check box

    Release Date

    <$dateCurrent()$>


The release dates will reflect the local date and time of the target Content Server instance.

34.8 Configuration Migration Tips

There are several points to keep in mind when using the Configuration Migration utility.