3 Getting Started Managing Oracle WebCenter Content

This chapter provides an overview of administrative responsibilities and tools used to manage different Oracle WebCenter Content features. It also provides an overview of the interface to help guide the administrator when managing these features.

This chapter contains the following topics:

3.1 Management Responsibilities

System administrators are responsible for configuration of Webcenter Content features to manage content. However, some tasks are often performed by application administrators and can include the following:

  • Populate the site with content

  • Manage content conversion

  • Create and maintain profiles

  • Create and maintain workflows

  • Create custom metadata

  • Perform typical Records Administrator duties (create retention schedules, process dispositions, and so forth)

  • Perform administrative duties as directed

For details about specific tasks needed to configure and manage each application, see Chapter 2.

3.2 Management Tools

The following Content Server applications can be started as standalone applications from the Admin Applets page (see Figure 3-2), as applets through a web browser, or by choosing the Apps menu in each of the tools.

  • Configuration Manager: Manage content types, file formats, and custom metadata fields.

  • Repository Manager: Perform file diagnostics, file management functions, search data re-indexing, and subscription management functions.

  • Web Layout Editor: Build a Website, work with reports, write queries.

  • Workflow Admin: Set up workflows to route content to specific people for action.

Other Oracle WebCenter Content applications, such as Inbound Refinery and Records Management, are installed separately and can be accessed through the Administration tray or menu on the Oracle WebCenter Content portal.

3.3 Interface Overview

The Administration tray is the default layout in the Content Server interface to provide access to pages for configuring and managing Oracle WebCenter Content applications and features.

To access the Administration tray, log in as an Oracle WebCenter Content Server administrator or subadministrator, then choose Administration to view available administration options. If your Content Server instance is configured to use the Menus layout, choose Administration to view the same options. Figure 3-1 shows a sample Content Server tray layout with the Administration selection expanded to show options.

Figure 3-1 Sample Content Server Administration Tray

Description of Figure 3-1 follows
Description of "Figure 3-1 Sample Content Server Administration Tray"

To access administration applications, choose Administration, then choose Admin Applets. The Admin Applets page displays with links to Oracle WebCenter Content applications.

Figure 3-2 Admin Applets Page

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Description of "Figure 3-2 Admin Applets Page"

If installed with Oracle WebCenter Content, applications such as Inbound Refinery or Records Management can be accessed from the Administration selection. See Figure 3-1.

3.4 Running Administration Applications as Applets

You can run several of the Content Server administration applications as applets from any browser with access to the Content Server instance. Applets are convenient for remote administration.

The Batch Loader, Component Wizard, System Properties, and Content Server Analyzer utilities cannot be run as applets; for security reasons, they must be run in standalone mode from the computer where the Content Server instance is installed. See Section 3.5.

Some functions that are available in the standalone version of an application are not available from the applet version. See the documentation for each application for more information.

To run an administration application as a Java applet within a Java-enabled browser:

  1. Open a browser window.

  2. Log in to the Content Server instance as an administrator or subadministrator.

  3. Choose Administration.

  4. Choose Admin Applets.

3.5 Running Administration Applications in Standalone Mode

You can run all Content Server administration applications in standalone mode from the computer where the Content Server instance is installed. The method required to start these programs differs slightly between Windows and UNIX installations.

Running the standalone version of an application offers greater security than browser applets, and enables you to send passwords without having them captured or copied from the web or a network.

3.5.1 On Windows Systems

To run a standalone administration application on a Windows operating system:

  1. Select the application from the Windows Start menu:

    • To run one of the configuration applications, choose Start, then Programs, then Content Server, then instance, then application.

    • To run one of the administration utilities, choose Start, then Programs, then Content Server, then instance, then Utilities, then utility.

    For all applications except for Component Wizard and System Properties, a login window opens. For Component Wizard and System Properties, the main window of the application opens.

    Tip:

    It may take several seconds for the login window or the application window to appear, and the window may be hidden by other windows.

  2. Enter the administrator login name and password.

  3. Click OK. The main screen of the application opens.

3.5.2 On UNIX Systems

To run a standalone administration application on a UNIX operating system:

  1. Navigate to the DomainHome/ucm/cs/bin/ directory.

  2. Executable applications are listed. Enter ./application_name, where application_name is the name of one of the executable files. If an application is not listed, it can be entered as a parameter to the IntradocApp application, as in this example:

    % ./IntradocApp Workflow
    
  3. Press Enter. For all applications except for Component Wizard and System Properties, a login window opens. For Component Wizard and System Properties, the main window of the application opens.

  4. Enter the administrator login name and password.

  5. Click OK. The main window of the application opens.