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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
Oracle WebCenter Content Terminology
What's New in This Guide
New and Changed Features for Release 11
g
(11.1.1.7)
Other Significant Changes in this Book
Part I Understanding Oracle WebCenter Content
1
Introduction to Oracle WebCenter Content Features
1.1
Content Management
1.1.1
Content Server
1.1.2
Folios
1.1.3
Folders
1.2
Imaging Management
1.3
Digital Asset Management
1.4
Records Management
1.5
Conversion Servers
1.5.1
Inbound Refinery
1.5.2
Other Conversion Formats
1.5.3
PDF Watermark
1.6
Dynamic Conversion Management
1.7
Desktop Management
2
Overview of Common Management Tasks
2.1
Content Server Tasks
2.1.1
Working with Repository Manager
2.1.2
Organizing Content
2.1.3
Managing Content
2.2
Records Management Tasks
2.2.1
Configuring Records Manager
2.2.2
Configuring a Retention Schedule
2.2.3
Managing Dispositions, Triggers, and Freezes
2.2.4
Managing the Content Server Adapter
2.2.5
Managing Physical Content
2.2.6
Managing Records
2.2.7
Managing Federated Searches and Freezes
2.2.8
Managing FOIA/PA Processing
2.3
Managing Conversions
2.3.1
Configuring Inbound Refinery
2.3.2
Managing Inbound Refinery
2.3.3
Managing Inbound Refinery Conversions
2.3.4
Managing Imaging and Video Conversions
2.3.5
Managing PDF Watermarks
2.4
Managing Dynamic Converter
2.4.1
Introduction to Dynamic Converter
2.4.2
Configuring Dynamic Converter
2.4.3
Template Rules
2.4.4
Conversion Templates
2.4.5
HTML Conversion Templates
2.4.6
Classic HTML Conversion Layout Templates
2.4.7
Script Templates
2.4.8
HTML Snippets
2.4.9
Working with Converted Content
2.4.10
Implementation Considerations
2.4.11
Conversion Filters
2.4.12
Input File Formats
2.4.13
Office 2007/2010 Considerations
2.4.14
Elements Script Template
2.5
Managing Desktop Applications
2.6
Troubleshooting
Part II Basic Applications Administration
3
Getting Started Managing Oracle WebCenter Content
3.1
Management Responsibilities
3.2
Management Tools
3.3
Interface Overview
3.4
Running Administration Applications as Applets
3.5
Running Administration Applications in Standalone Mode
3.5.1
On Windows Systems
3.5.2
On UNIX Systems
4
Finding Status and Error Information
4.1
Monitoring Content Server Status
4.2
Monitoring Content Server Logs
Part III Managing Content
5
Managing Content
5.1
Configuring the Repository Manager Content List
5.1.1
Changing Column and Filter Settings
5.1.2
Changing Default Sort Order
5.2
Managing Content Using Repository Manager
5.2.1
Adding a New Content Item
5.2.2
Managing Content Metadata
5.2.3
Managing Expired Content
5.3
Managing Revisions Using Repository Manager
5.3.1
Check In and Check Out a Revision
5.3.2
Undoing a Check-Out or Resubmitting a Revision
5.3.3
Deleting Revisions
5.3.4
Managing Workflow Revisions
5.4
Subscribing to Content
5.4.1
Adding or Editing a Criteria Subscription
5.4.2
Adding or Unsubscribing Users
5.4.3
Viewing Subscription Information
5.4.4
Deleting a Criteria Subscription
5.5
Signing Content Electronically
5.5.1
About Electronic Signatures
5.5.2
Custom Electronic Signature Metadata
5.5.3
Adding or Editing a Custom Electronic Signature Field
5.6
Managing Native Content Conversion
5.6.1
Identifying MIME Types
5.6.2
Native Applications and Content Conversions
5.6.3
Associating File Types with Conversion Programs
5.6.4
Thumbnails
5.7
Defining Content Types
6
Organizing Content
6.1
Managing Folders
6.1.1
Folder Overview
6.1.1.1
Folders and Files
6.1.1.2
Shortcuts and Links
6.1.1.3
Query Folders and Searches
6.1.1.4
Folders Retention
6.1.1.5
Personal Folders
6.1.1.6
Folders Metadata
6.1.1.7
Versioning
6.1.2
Configuring Folders
6.1.2.1
Folder Variables
6.1.2.2
Folders Migration Variables
6.1.2.3
Folders WebDAV Variables
6.1.3
Working with Retention Scheduling
6.1.3.1
Specify Retention Rules
6.1.3.2
Configuring a Query Retention Schedule
6.2
Managing Contribution Folders
6.2.1
Understanding Contribution Folders
6.2.1.1
Advantages of Using Contribution Folders
6.2.1.2
Contribution Folders Component Security
6.2.1.3
Trash Bin
6.2.1.4
Metadata Propagation and Default Values
6.2.1.5
Latest Version versus Latest Released Version
6.2.1.6
Local Contribution Folders
6.2.1.7
Contribution Folder Archiving and Searching
6.2.1.8
Optimizing Performance
6.2.1.9
Metadata Inheritance
6.2.2
Configuring Contribution Folders
6.2.2.1
Setting Folder and File Limits
6.2.2.2
Enabling and Disabling System Folders
6.2.2.3
Disabling the Trash Bin
6.2.2.4
Defining System Default Metadata
6.2.2.5
Configuring Metadata Propagation
6.2.2.6
Hiding Metadata Fields Globally Except for Specific Folders
6.2.3
Working with Contribution Folders
6.2.3.1
Managing Local Folders
6.2.3.2
Archiving Contribution Folders
6.2.3.3
URL-Mapped Folders
6.3
Managing WebDAV
6.3.1
Understanding WebDav
6.3.1.1
WebDAV Clients
6.3.1.2
WebDAV Architecture
6.3.1.3
WebDAV Folders
6.3.1.4
Multiple Concurrent Language Support
6.3.2
Configuring WebDAV
6.3.2.1
WebDAV Connection Strings
6.3.2.2
Default Content Item Naming
6.3.2.3
Security and WebDAV
6.4
Managing Content Folios
6.4.1
About Content Folios
6.4.2
Creating and Using Content Folios
6.4.2.1
Creating and Editing Folio Templates
6.4.2.2
Adding Custom Viewers and Renderers
7
Managing Workflows
7.1
Understanding Workflows
7.1.1
Workflow Steps
7.1.1.1
Events
7.1.1.2
Workflow Step Files
7.1.2
Workflow Evaluation Process
7.1.3
Workflow Participation
7.2
Planning a Workflow
7.2.1
Choosing a Workflow Type
7.2.1.1
Security Issues
7.2.2
Designing a Workflow
7.2.3
Modifying Workflows
7.3
Creating a Criteria Workflow
7.3.1
Criteria Workflow Process
7.3.1.1
Criteria Workflow Tips
7.3.2
Setting Up a Criteria Workflow
7.3.3
Changing a Criteria Workflow or Sub-workflow
7.3.4
Disabling a Criteria Workflow or Sub-workflow
7.4
Creating a Basic Workflow
7.4.1
Basic Workflow Process
7.4.2
Basic Workflow Tips
7.4.3
Setting Up a Basic Workflow
7.4.4
Changing a Basic Workflow
7.5
Customizing Workflows
7.5.1
Idoc Script Functions and Variables
7.5.2
Workflow Tokens
7.5.2.1
Token Syntax
7.5.2.2
Creating, Editing, or Deleting a Token
7.5.2.3
Token Examples
7.5.3
Workflow Jumps
7.5.3.1
Jumps and Events
7.5.3.2
Creating a Jump
7.5.3.3
Changing a Jump
7.5.3.4
Jump Examples
7.5.3.5
Jump Errors
7.6
Workflow and Script Templates
7.6.1
Creating or Modifying a Workflow Template
7.6.2
Creating a Script Template
7.6.2.1
Setting Up Jump Side Effects
7.6.2.2
Setting Up Script Template Conditional Statements
7.6.2.3
Testing the Script
7.6.2.4
Changing a Script Template
7.6.2.5
Deleting a Script Template
7.7
Workflow Scenarios
7.7.1
Scenario 1: Criteria Workflow
7.7.2
Scenario 2: Tokens
7.7.3
Scenario 3: Jump Based on Metadata
7.7.4
Scenario 4: Time-Dependent Jump
7.8
Workflow Tips and Tricks
7.8.1
Requiring Step Authentication
7.8.2
Setting Up Parallel Workflows
7.8.3
Adding Ad Hoc Step Users
7.8.4
Customizing Criteria Workflow E-mails
7.8.4.1
Customizing E-mail Templates
7.8.4.2
Customizing the Subject or Message Line
7.8.5
Workflow Escalation
7.8.5.1
Setting Up a Workflow Escalation
7.8.6
Other Customizations
7.8.6.1
Setting Approval by Non-Reviewers
7.8.6.2
Automatic Replication of Workflow Items
7.8.7
Triggering Criteria Workflows from Folders
7.8.8
Searching Within a Workflow Step
7.8.9
Suppressing Workflow Notifications
8
Customizing Repository Fields and Metadata
8.1
Understanding Custom Fields
8.1.1
Standard Metadata Fields
8.1.2
Adding or Editing a Custom Field
8.1.3
Rebuilding the Database or the Search Index
8.2
Defining an Option List
8.2.1
Defining Option List Storage
8.2.2
Adding or Editing Option List Content
8.2.3
Editing View Values
8.2.4
Using Tree Values
8.3
Using Schemas to Customize Metadata
8.3.1
Schema Structure
8.3.1.1
Tables
8.3.1.2
Views
8.3.1.3
Relationships
8.3.1.4
Schema Directory Structure
8.3.1.5
Sample Schema-Based Lists
8.3.2
Creating Schemas
8.3.2.1
Selecting Tables for the Schema
8.3.2.2
Creating the Schema View
8.3.2.3
Creating the Schema Relationships
8.3.2.4
Adding Metadata Fields
8.3.2.5
Enabling the Schema
8.3.2.6
Modifying the Publishing Cycle Interval
8.3.3
Schema Example: Dynamic Lists
8.3.4
Schema Example: Recursive Table for Multiple Trees
9
Categorizing and Linking Content
9.1
Using Content Categorizer
9.1.1
XML Conversion
9.1.2
Search Rules Overview
9.1.3
Running Content Categorizer
9.1.3.1
Operating Modes
9.1.4
Setting Up Content Categorizer
9.1.4.1
Setting XML Conversion Method
9.1.4.2
Defining Field Properties (Optional)
9.1.5
Search Rules
9.1.5.1
Pattern Matching Search Rules
9.1.5.2
Abstract Search Rules
9.1.5.3
Option List Search Rule
9.1.5.4
Categorization Engine Search Rule
9.1.5.5
Filetype Search Rule
9.1.5.6
Creating Search Rules
9.1.6
Sample doc_config.htm Page
9.1.7
XSLT Transformation
9.1.7.1
Translation
9.1.7.2
Transformation Using XSLT Style Sheets
9.1.7.3
SearchML Transformation
9.1.7.4
Flexiondoc Transformation
9.2
Using the Link Manager Component
9.2.1
Link Extraction Process
9.2.1.1
File Formats and Conversion
9.2.1.2
Link Status
9.2.2
Configuring Link Manager
9.2.2.1
Link Patterns
9.2.2.2
Database Tables
9.2.2.3
Link Manager Filters
9.2.3
Site Studio Integration
9.2.4
Link Administration
9.2.4.1
Alternative Refresh Methods
9.2.4.2
Recomputing and Refreshing Links in the ManagedLinks Table
10
Tracking Content Access
10.1
Understanding the Content Tracker Functionality
10.1.1
Content Tracker and Content Tracker Reports
10.1.2
Data Recording, Reduction, and Reporting
10.1.3
Content Tracker Terminology
10.1.4
Installation Considerations
10.2
Operational Details
10.2.1
Data Collection
10.2.1.1
Service Handler Filter
10.2.1.2
Web Server Filter Plug-in
10.2.1.3
Logging Service
10.2.1.4
Enabling or Disabling Data Collection
10.2.2
Data Reduction
10.2.2.1
Standard Data Reduction Process
10.2.2.2
Data Reduction Process with Activity Metrics
10.2.2.3
Data Reduction Cycles
10.2.2.4
Access Modes and Data Reduction
10.2.2.5
Reduction Sequence for Event Logs
10.2.2.6
Reduction Schedules
10.2.2.7
Running Data Reduction Manually
10.2.2.8
Setting Data Reduction to Run Automatically
10.2.2.9
Deleting Data Files
10.2.3
Content Tracker Event Logs
10.2.4
Combined Output Table
10.2.5
Data Output
10.2.5.1
Content Item Metadata
10.2.5.2
User Metadata Tables
10.2.5.3
Reduction Log Files
10.2.6
Tracking Limitations
10.2.6.1
Tracking Limitations in Single-Box Clusters
10.2.6.2
Static URLs and WebDAV
10.2.6.3
Data Directory Protections
10.2.6.4
ExtranetLook Component
10.3
Data Tracking Functions
10.3.1
Activity Snapshots
10.3.1.1
Search Relevance Metrics
10.3.1.2
Enabling the Snapshot Function
10.3.1.3
Creating the Search Relevance Metadata Fields
10.3.1.4
Setting a Check-in Time Value for the Last Access Field
10.3.1.5
Populating the Last Access Field for Batch Loads and Archives
10.3.1.6
Linking Activity Metrics to Metadata Fields
10.3.1.7
Editing the Snapshot Configuration
10.3.2
Service Calls
10.3.3
Web Beacon Functionality
10.4
Content Tracker Reports
10.4.1
Report Features and Considerations
10.4.1.1
Oracle and DB2 Case Sensitivity
10.4.1.2
Access Control Lists and Content Tracker Reports Secure Mode
10.4.1.3
User Authentication/Authorization and Auditing
10.4.1.4
Site Studio Website Activity Reporting
10.4.2
Report Creation Types
10.4.2.1
Pre-Defined Reports
10.4.2.2
Custom Reports
10.4.2.3
Generating Reports
10.4.2.4
Accessing Reports from the Information Page
10.4.2.5
External Report Generators
10.4.3
Security Checks and Query Results
10.4.3.1
Security Mode Examples
10.4.3.2
Pre-Defined Reports and Security Modes
10.4.3.3
Custom Reports and Security Modes
10.4.3.4
Changing the Security Configuration
10.4.3.5
Security Mode Selection
10.4.3.6
Enabling or Disabling Security Checks for Report Queries
10.4.3.7
Customization for Report Query Security
10.4.3.8
Creating Secure Report Queries
10.4.4
Using Content Tracker Reports
10.4.4.1
Generating Reports
10.4.4.2
Accessing Drill Down Reports
10.4.4.3
Accessing Reports from the Information Page
10.4.4.4
Viewing Access Results by Revision
10.4.4.5
Viewing Access Results for All Versions Combined
10.4.4.6
Creating Custom Report Queries
11
Managing Content Profiles
11.1
Content Profile Elements
11.1.1
Using a Profile Link
11.2
Content Profile Rules
11.2.1
Metadata Fields and Attributes in Rules
11.2.2
Activation Conditions in Rules
11.2.3
Restricted Lists in Rules
11.2.4
Regular Expressions
11.2.5
Using Rules to Group Metadata Fields
11.3
Display Results of Reordered Metadata Fields
11.3.1
General Sequence of Grouped Metadata Fields
11.3.2
Positioning Metadata Fields Within a Group
11.3.3
Display Results of Grouped Metadata Fields
11.3.4
Moving Fields
11.4
Managing Rules
11.4.1
Creating or Editing a Rule
11.4.2
Creating, Editing, or Deleting a Global Rule
11.4.3
Adding Metadata Fields in a Rule
11.4.4
Adding, Editing or Deleting Activation Conditions in Rules
11.4.5
Custom Conditions and Side Effects
11.4.6
Setting Default Values, Derived Values and Restricted Lists
11.4.7
Editing Default or Derived Values and Restricted Lists
11.4.8
Setting the Display of a Required Field
11.5
Content Profile Triggers
11.5.1
Selecting a Profile Trigger Field
11.5.2
Disabling a Profile Trigger Field
11.6
Creating and Using Content Profiles
11.6.1
Creating, Editing, or Deleting a Profile
11.6.2
Previewing a Profile
11.6.3
Troubleshooting a Profile
11.7
Content Profile Examples
11.7.1
Department-Based Content Profile
11.7.2
Black-Hole Resume Check In
11.7.3
Global Rule to Restrict Content Check-In Based on User Role
11.7.4
Global Rule Restricting Content Type Metadata Changes
Part IV Records Management
12
Configuring Records Management
12.1
Understanding Records Management
12.1.1
Life Cycle for Retained Content
12.1.2
Types of Retained Content
12.1.2.1
Internal and External Retained Content
12.1.2.2
Classified, Unclassified, Declassified Content
12.1.2.3
Non-Permanent, Transfer or Accession, and Reviewed Content
12.1.3
Basic Retention Management Concepts
12.1.4
Physical Content Management
12.1.5
Basic Retention Processes
12.2
Selecting the Software Configuration
12.2.1
Usage Notes
12.3
Retention Management Options
12.4
Setting Up Physical Content Management
12.5
Configuring Retention Definitions and Options
12.5.1
Setting the Fiscal Calendar
12.5.2
Managing Time Periods
12.5.2.1
Creating or Editing a Custom Time Period
12.5.2.2
Viewing Period Information
12.5.2.3
Viewing Period Usage
12.5.2.4
Deleting a Custom Period
12.5.2.5
Example: Creating a Custom Period
12.5.3
Setting Performance Monitoring
12.6
PCM Options
12.7
Creating Custom Metadata Sets
12.7.1
Creating or Editing Custom Metadata Fields
12.7.2
Viewing Custom Metadata Field Information
12.7.3
Deleting a Custom Metadata Field
12.7.4
Example: Creating a Custom Category Metadata Field
12.8
Setting Up Workflows
12.8.1
Workflow Prerequisites and Process
12.8.2
Creating Necessary Workflows
12.8.2.1
Category Dispositions Workflow
12.8.2.2
Reservation Processing Workflow
12.8.2.3
Offsite Storage Workflow
12.9
Configuration with Desktop Integration Suite
12.10
Configuration Variables
13
Managing a Records Retention Schedule
13.1
Understanding Retention Schedules
13.1.1
Retention Schedules and MoReq2 File Plans
13.1.2
Retention Schedules and Folders Retention Functionality
13.1.3
Planning a Retention Schedule
13.1.3.1
Retention Schedule Hierarchy
13.1.3.2
Retention Schedule Attributes
13.1.3.3
Disposition Instructions
13.1.3.4
Frozen Folder and Content Status
13.1.4
Creating and Navigating Object Levels
13.2
Using a Series
13.2.1
Creating or Editing a Series
13.2.2
Viewing Series Information
13.2.3
Hiding and Unhiding a Series
13.2.4
Moving a Series
13.2.5
Deleting a Series
13.3
Managing Retention Categories
13.3.1
Creating or Editing a Retention Category
13.3.2
Viewing Retention Category Information
13.3.3
Viewing Category Metadata History
13.3.4
Copying a Retention Category
13.3.5
Moving a Retention Category
13.3.6
Deleting a Retention Category
13.3.7
Retention Category Example
13.4
Managing Record Folders
13.4.1
Creating a Record Folder
13.4.2
Creating a Volume Folder
13.4.2.1
Creating a Volume Through Disposition
13.4.3
Viewing Information
13.4.3.1
Viewing Folder Life Cycle
13.4.3.2
Viewing a Folder Review History
13.4.3.3
Viewing Folder Metadata History
13.4.3.4
Viewing Folder Freeze Details
13.4.4
Editing a Record Folder
13.4.5
Changing the Disposition Applied to a Folder
13.4.6
Moving a Record Folder
13.4.7
Closing or Unclosing (Reopening) a Record Folder
13.4.8
Freezing or Unfreezing a Record Folder
13.4.9
Canceling, Expiring, and Rescinding Folders
13.4.9.1
Canceling Folders
13.4.9.2
Expiring a Folder
13.4.9.3
Rescinding a Folder
13.4.9.4
Making a Folder Obsolete
13.4.9.5
Reversing a Folder's Obsolete Status
13.4.10
Deleting a Record Folder
13.4.11
Setting Dates with External Folders
13.4.11.1
Activating a Record Folder
13.4.11.2
Expiring a Record Folder
13.4.11.3
Entering a Delete Approval Date for an External Folder
13.4.12
Classification Settings for Folders
13.4.12.1
Undoing a Record Folder Cutoff
13.4.12.2
Marking a Record Folder as Reviewed
13.4.12.3
Assigning Supplemental Markings to a Record Folder
13.4.12.4
Removing Supplemental Marking from a Record Folder
13.4.12.5
Applying a Specific Disposition Rule to a Record Folder
13.4.13
Folder Examples
13.4.13.1
Creating a Record Folder that is Subject to Review
13.4.13.2
Creating Record Folders Subject to Recurring Audit Triggers
14
Managing Security for Records
14.1
Understanding Records Security
14.1.1
Retention Management in an Organization
14.1.2
General Security Settings
14.1.2.1
Security Groups
14.1.2.2
Aliases
14.1.2.3
Access Control Lists (ACLs)
14.1.3
Security Roles and Definitions
14.1.4
Rights and Roles for Records Tasks
14.1.4.1
Triggers
14.1.4.2
Periods
14.1.4.3
Supplemental Markings
14.1.4.4
Security Classifications
14.1.4.5
Custom Security Fields
14.1.4.6
Custom Category or Folder Metadata Fields
14.1.4.7
Classification Guides
14.1.4.8
Freezes
14.1.4.9
Series
14.1.4.10
Categories
14.1.4.11
Folders
14.1.4.12
Content
14.1.4.13
Disposition Rules
14.1.4.14
Archiving
14.1.4.15
Screening
14.1.4.16
Audit Trails
14.1.4.17
Links
14.1.4.18
Reports
14.1.4.19
Customization
14.1.4.20
General Configuration
14.1.5
Rights and Roles for PCM Tasks
14.1.5.1
Physical Item Management
14.1.5.2
Storage Space
14.1.5.3
Location, Media, and Object Types
14.1.5.4
Reservations
14.1.5.5
Chargebacks
14.1.5.6
Barcodes
14.1.5.7
General Configuration
14.1.6
External Source Tasks and Defaults for Predefined Roles
14.1.7
Permissions Matrix
14.2
Setting Security Preferences
14.3
Assigning Rights to User Roles
14.3.1
Series Tab
14.3.2
Category Tab
14.3.3
Folder Tab
14.3.4
Record Tab
14.3.5
Admin Tab
14.3.6
CBC Tab
14.3.7
PCM Tab
14.3.8
ECM Tab
14.3.9
Setting Rights for Roles
14.4
Specifying PCM Barcode Values for Users
14.5
Classified Security
14.5.1
Security Classifications
14.5.1.1
Top Secret
14.5.1.2
Secret
14.5.1.3
Confidential
14.5.1.4
Classification Levels
14.5.1.5
Classified Records Security Hierarchy
14.5.2
Managing Security Classifications
14.5.2.1
Enabling or Disabling Classified Security
14.5.2.2
Creating or Editing a Custom Security Classification
14.5.2.3
Setting the Order of Security Classifications
14.5.2.4
Deleting a Security Classification
14.5.2.5
Setting the Declassification Time Frame
14.5.2.6
Viewing Security Classification References
14.5.2.7
Assigning a Classification to a User
14.5.2.8
Changing a User's Classification
14.5.2.9
Removing a User's Classification
14.5.3
Classification Guides
14.5.4
Managing Classification Guides
14.5.4.1
Creating or Editing a Classification Guide
14.5.4.2
Deleting a Classification Guide
14.5.4.3
Viewing Classification Guide Information
14.5.4.4
Creating or Editing a Classification Topic
14.5.4.5
Editing Classification Topic Settings
14.5.4.6
Deleting a Classification Topic
14.5.4.7
Viewing Classification Topic Information
14.5.5
Supplemental Markings
14.5.6
Managing Supplemental Markings
14.5.6.1
Enabling or Disabling Supplemental Markings
14.5.6.2
Creating or Editing a Supplemental Marking
14.5.6.3
Viewing Supplemental Marking Information and References
14.5.6.4
Deleting a Supplemental Marking
14.5.6.5
Assigning or Removing User Supplemental Markings
14.5.6.6
Using Restricted and Formerly Restricted Supplemental Markings
14.6
Custom Security
14.6.1
Managing Custom Security
14.6.1.1
Enabling or Disabling Custom Security Usage
14.6.1.2
Creating or Editing a Simple Custom Security Field
14.6.1.3
Adding or Editing Advanced Security
14.6.1.4
Viewing Simple Custom Security Field Information
14.6.1.5
Deleting a Simple Custom Security Field (Simple)
14.6.2
Simple Custom Security Field Example
14.6.2.1
Create the Custom Security Field in Configuration Manager
14.6.2.2
Create the Custom Security Field in User Admin
14.6.2.3
Create the Custom Security Field
14.6.2.4
Verify the Custom Security Field
15
Defining and Processing Dispositions
15.1
Working with Triggers
15.1.1
System-Derived Triggering
15.1.1.1
Retention Period Cutoff
15.1.1.2
Preceding (Disposition) Action
15.1.1.3
Content or Folder States
15.1.2
Types of Triggers
15.1.3
Trigger Management
15.1.3.1
Creating or Editing a Trigger
15.1.3.2
Viewing Trigger Information
15.1.3.3
Viewing Trigger References
15.1.3.4
Deleting a Trigger
15.1.3.5
Setting Up Indirect Triggers
15.1.3.6
Deleting an Indirect Trigger Date Entry
15.1.3.7
Disabling an Indirect Trigger Period
15.1.4
Trigger Examples
15.1.4.1
Global Triggers
15.1.4.2
Custom Direct Trigger
15.2
Managing Freezes
15.2.1
Creating or Editing a Freeze
15.2.2
Viewing Freeze Information
15.2.3
Deleting a Freeze
15.2.4
Freezing Items, Folios or Folders
15.2.5
Unfreezing Frozen Items or Folders
15.2.6
Searching for Frozen Content and Folders
15.2.7
Re-Sending an E-Mail Notification for a Freeze
15.2.8
Example: Creating a Freeze
15.3
Creating Dispositions
15.3.1
Disposition Types
15.3.1.1
Event Dispositions
15.3.1.2
Time Dispositions
15.3.1.3
Time-Event Dispositions
15.3.2
Category Rule Review Using Workflows
15.3.3
Triggering Events
15.3.4
Retention Periods
15.3.5
Disposition Actions
15.3.5.1
Classified Records Actions
15.3.5.2
Dispose Actions
15.3.5.3
Other Actions
15.3.5.4
Transfer/Move Actions
15.3.6
Cutoff Guidelines
15.3.6.1
Time Retention Periods
15.3.6.2
Time-Event Retention Periods
15.3.7
Disposition Precedence
15.3.8
Managing Dispositions
15.3.8.1
Enabling or Disabling User-Friendly Captions
15.3.8.2
Creating or Editing a Disposition Rule
15.3.8.3
Copying a Disposition Rule
15.3.8.4
Viewing Disposition Information
15.3.8.5
Deleting a Disposition Rule
15.3.9
Disposition Examples
15.3.9.1
Event Disposition
15.3.9.2
Simple Time/Event Disposition
15.3.9.3
Time Disposition
15.3.9.4
Time-Event Disposition
15.3.9.5
Disposition Rules for Specific Folders
15.3.9.6
Multi-Phased Disposition
15.4
Processing Dispositions
15.4.1
Items Subject to Review
15.4.2
Approval and Completion
15.4.3
Frozen Items and Event Processing
15.4.4
Searching Retention Steps and Actions
15.4.5
Using Batch Processing
15.4.6
Specifying an Alternate Reviewer
15.4.7
Managing Disposition Tasks
15.4.7.1
Screening for Retention Steps
15.4.7.2
Viewing Failed Dispositions
15.4.7.3
Viewing Pending Reviews and Dispositions
15.4.7.4
Marking Content Items as Reviewed
15.4.7.5
Editing Review Information
15.4.8
Pending Event Processing
15.4.9
Processing Dispositions
15.4.9.1
Multi-Step Disposition Processing
15.4.9.2
Single Step Disposition Processing
16
The Oracle Content Server Adapter
16.1
Understanding the Content Server Adapter
16.2
Adapter Configuration
16.2.1
Configuring Sources and Providers
16.2.1.1
Defining a New Outgoing Provider
16.2.1.2
Editing an Outgoing Provider
16.2.1.3
Disabling the Adapter's Outgoing Provider
16.2.1.4
Deleting the Adapter's Outgoing Provider
16.2.1.5
Registering an External Source
16.2.1.6
Unregistering and Removing an External Source
16.2.2
Managing Fields
16.3
Synchronizing Data
16.3.1
Performing As-Needed Synchronization
16.3.2
Scheduling Synchronization
16.3.3
Viewing Synchronization Logs
17
Managing Physical Content
17.1
Configuring Physical Content Management
17.1.1
Configuring Chargeback Processing
17.1.2
Configuring Location Types
17.1.2.1
Predefined Location Types
17.1.2.2
Location Type Icons
17.1.2.3
Creating or Editing a Location Type
17.1.2.4
Viewing Location Type Information
17.1.2.5
Deleting a Location Type
17.1.2.6
Reordering Location Types
17.1.2.7
Example: Creating a Location Type
17.1.3
Configuring Object Types
17.1.3.1
Predefined Object Types
17.1.3.2
Creating or Editing an Object Type
17.1.3.3
Viewing Object Type Information
17.1.3.4
Deleting an Object Type
17.1.3.5
Editing Object Type Relationships
17.1.4
Configuring Media Types
17.1.4.1
Predefined Media Types
17.1.4.2
Creating or Editing a Media Type
17.1.4.3
Viewing Media Type Information
17.1.4.4
Deleting a Media Type
17.1.5
Configuring Default Metadata Values: Offsite and Reservations
17.1.5.1
Setting Default Metadata Values for Reservations and Offsite Storage
17.2
Configuring Storage Space
17.2.1
Browsing the PCM Storage Space
17.2.1.1
Storage Space Hierarchy
17.2.1.2
Storage Location Properties
17.2.1.3
Storage Status
17.2.2
Managing Storage Spaces
17.2.2.1
Creating a Storage Location
17.2.2.2
Batch Creating Storage Locations
17.2.2.3
Editing a Storage Location
17.2.2.4
Viewing Information about a Storage Location
17.2.2.5
Deleting a Storage Location
17.2.2.6
Blocking a Storage Location
17.2.2.7
Reserving or Canceling a Reservation for a Storage Location
17.2.2.8
Viewing All Items in a Storage Location
17.2.2.9
Printing Labels for Storage Locations
17.2.3
Example: Creating a Single Storage Location
17.2.4
Example: Creating a Batch of Storage Locations
17.3
Offsite Storage
17.3.1
Setting Up Default Customer Information
17.3.2
Mapping New Districts
17.3.3
Creating Manual Pickup Requests
17.3.4
Browsing Uploaded Files
17.3.5
Browsing Processed Files
17.3.6
Transferring Files to Offsite Storage
17.4
Managing Physical Items
17.4.1
Deleting a Physical Item
17.4.2
Freezing and Unfreezing a Physical Item
17.4.3
Printing a Label for a Physical Item
17.4.4
Importing Physical Content Manually
17.4.4.1
LocalDataProperties
17.4.4.2
ImportExportManifest
17.4.4.3
ExternalItemsExtItems
17.4.4.4
Sample File
17.4.5
Processing Physical Content
17.4.5.1
Retention Schedules for Physical Items
17.4.5.2
Disposition Events for Physical Items
17.4.5.3
Pending Options for Physical Items
17.4.5.4
Audit Log Files for Processed Events
17.5
Managing Reservations and Barcodes
17.5.1
Understanding the Reservation Process
17.5.1.1
Reservation Request Properties
17.5.1.2
Request Item Actions
17.5.2
Using Barcodes
17.5.2.1
Barcode Files
17.5.2.2
The Barcode Utility Software
17.5.3
Managing Barcodes
17.5.3.1
Programming the Barcode Scanner
17.5.3.2
Uploading Barcode Data Directly
17.5.3.3
Saving Barcode Data to a File
17.5.3.4
Uploading Previously Saved Barcode Data
17.5.3.5
Processing a Barcode File
17.5.4
Specifying PCM Barcode Values for Users
18
Processing Reservations and Chargebacks
18.1
Managing Chargebacks
18.1.1
Understanding the Chargeback Process
18.1.2
Configuring Chargeback Processing
18.1.2.1
Creating or Editing a Charge Type
18.1.2.2
Viewing a Charge Type
18.1.2.3
Deleting a Charge Type
18.1.2.4
Creating or Editing a Payment Type
18.1.2.5
Viewing a Payment Type
18.1.2.6
Deleting a Payment Type
18.1.2.7
Creating or Editing a Customer
18.1.2.8
Viewing a Customer
18.1.2.9
Deleting a Customer
18.1.2.10
Creating Automatic Transactions
18.1.2.11
Creating or Editing a Manual Transaction
18.1.2.12
Deleting a Manual Transaction
18.1.3
Managing Chargeback Tasks
18.1.3.1
Creating or Scheduling an Invoice
18.1.3.2
Adjusting an Invoice
18.1.3.3
Deleting an Invoice
18.1.3.4
Viewing Invoice Information
18.1.3.5
Printing an Invoice
18.1.3.6
Marking an Invoice As Paid
18.2
Processing Reservations
18.2.1
Reservation Request Properties
18.2.1.1
Request Status
18.2.1.2
Transfer Method
18.2.1.3
Priority
18.2.2
Managing Reservations
18.2.2.1
Creating a Reservation Request
18.2.2.2
Editing a Reservation Request
18.2.2.3
Deleting a Reservation Request
18.2.2.4
Viewing Reservations for a Physical Item
18.2.2.5
Changing the Status of a Request Item
19
Configuring Related Content (Links)
19.1
Predefined Relationship Types
19.1.1
Renditions
19.1.2
Supersedes
19.1.3
Supporting Content
19.1.4
Cross-Reference
19.1.4.1
Unidirectional Links
19.1.4.2
Bidirectional (Reciprocal) Relationships
19.2
Linking Methods
19.2.1
Relationship Classes
19.2.1.1
Peer-to-Peer Class
19.2.1.2
Chained List Class
19.2.1.3
Supporting Content Class
19.2.1.4
Cross-Reference Class
19.3
Managing Related Content
19.3.1
Adding or Editing a Custom Relation Type
19.3.2
Deleting a Custom Link Type
19.3.3
Linking Items
19.3.3.1
Linking to a New Item
19.3.3.2
Linking to an Existing Item
19.3.4
Unlinking an Item
19.4
Link Examples
19.4.1
Enclosures Custom Link Types Example
19.4.2
Renditions Link Example
19.4.3
One-Way Cross-Reference Link Example
19.4.4
Reciprocal Cross-Reference Link Example
19.4.5
Superseded Link Example
19.4.6
Supporting Content Link Example
20
Managing the Records System
20.1
Scheduling Tasks
20.1.1
Scheduling Screening Reports
20.1.2
Editing Recurring Screening Reports
20.1.3
Viewing Recurring Screening Report History
20.1.4
Scheduling and Unscheduling Freezes
20.1.5
Viewing Scheduled Job Information
20.2
Using Performance Monitoring
20.2.1
Enabling Performance Monitoring
20.2.2
Checking Performance Results
20.2.3
Viewing Performance Alerts and Details
20.3
Using Custom Scripts
20.3.1
Creating or Editing Scripts
20.3.2
Deleting a Custom Script
20.3.3
Viewing Script Information
20.4
Using the Audit Trail
20.4.1
Configuring the Audit Trail
20.4.2
Specifying Metadata Fields to Audit
20.4.3
Searching within the Audit Trail
20.4.4
Setting Default Metadata for Checking In Audit Trails
20.4.5
Checking In and Archiving the Audit Trail
20.4.6
Searching an Archived Audit Trail
20.4.7
Viewing an Archived Audit Trail
20.4.8
Creating an Audit Trail Report
20.5
Using Default Reports
20.5.1
User and Group Reports
20.5.1.1
User Report
20.5.1.2
User Barcode Reports
20.5.1.3
User Roles Report
20.5.1.4
Group Report
20.5.1.5
Group-User Report
20.5.2
Content and Physical Item Reports
20.6
Archiving and Transferring Information
20.6.1
The Archive Process
20.6.1.1
Exporting Auxiliary Metadata Sets
20.6.1.2
The Export/Import Process
20.6.1.3
Archive Import/Export Rights and Permissions
20.6.2
Managing Imports and Exports
20.6.2.1
Exporting an Archive
20.6.2.2
Importing an Archive
20.6.2.3
Importing a Batch-Created Storage Hierarchy
20.6.3
XSD Data Transfer
20.6.3.1
Special Handling of <choice> Elements
20.6.3.2
Required Fields on Import
20.6.3.3
Target Namespace and Qualified Locals
20.6.3.4
Configuring XSD for Importing and Exporting
20.6.3.5
Exporting and Importing XSD Data
21
Using Federated Search and Freeze
21.1
Federated Searches
21.1.1
Federated Search Query Builder
21.1.2
Performing a Search
21.1.2.1
About Returned Content
21.1.2.2
Checking Search Progress
21.1.2.3
Subscribing to a Search
21.1.2.4
Deleting a Search
21.2
Federated Freeze
21.2.1
Freezing Search Results
21.2.2
Viewing Scheduled Freezes
22
FOIA and Privacy Act Tracking
22.1
FOIA and DB2 Databases
22.2
Understanding Workflows
22.3
The FOIA/Privacy Act Workflow
22.3.1
Processing Details
22.3.2
Initial Required Setup
22.3.3
Begin Request Processing
22.3.3.1
Create a Request Folder
22.3.3.2
Create a Request
22.3.4
First Decision Point: Expedited or Non-Expedited
22.3.4.1
Review Request Form and Route
22.3.4.2
Send Acknowledgements
22.3.5
Second Decision Point: Service or Denial
22.3.5.1
Servicing a Request
22.3.5.2
Denying a Request
22.3.6
Third Decision Point: Denial Processing
22.3.6.1
Refusing a Denial
22.3.6.2
Approve Denial
22.3.7
Fourth Decision Point: Appeal and Decision
22.3.7.1
Initiating an Appeal
22.3.7.2
Acknowledging an Appeal
22.3.7.3
Reviewing the Appeal
22.3.8
Final Actions
Part V Managing Content Conversions
23
Configuring Inbound Refinery
23.1
Managing Native Content Conversion
23.1.1
Identifying MIME Types
23.1.2
Native Applications and Content Conversions
23.1.3
Associating File Types with Conversion Programs
23.1.4
Thumbnails
23.2
Content Server and Refinery Configuration Scenarios
23.2.1
Scenario A
23.2.2
Scenario B
23.2.3
Scenario C
23.2.4
Scenario D
23.2.5
Scenario E
23.3
Configuring Content Server and Refinery Communication
23.3.1
Configuring Refinery Providers
23.3.1.1
Adding or Editing Refinery Providers
23.3.1.2
Disabling/Enabling Refinery Providers
23.3.1.3
Deleting Refinery Providers
23.3.2
Editing the Refinery IP Security Filter
23.3.3
Setting Library Path for UNIX Platforms
23.4
Configuring Content Servers to Send Jobs to Refineries
23.4.1
About File Formats and Conversions
23.4.1.1
Passing Content Items Through the Refinery and Failed Conversions
23.4.1.2
About MIME Types
23.4.2
Managing File Types
23.4.2.1
Adding or Editing File Formats
23.4.2.2
Adding or Editing File Extensions
23.4.3
Configuring the Content Server for PassThru Files
23.4.4
Configuring the Content Server Refinery Conversion Options
23.4.5
Overriding Conversions at Check-In
23.4.5.1
Changing the Size of Thumbnails
23.5
Viewing Status Details
23.5.1
Refinery Conversion Status
23.5.2
IBR Provider Status
23.6
Configuring Refinery Conversion Settings
23.6.1
Calculating Timeouts
23.6.1.1
Timeout Calculations
23.6.2
Setting Accepted Conversions
23.6.3
Setting Multi-Page TIFF Files as the Primary Web-Viewable Rendition
23.6.4
Setting Up Thumbnails
23.6.5
Configuring Rendering Options on UNIX
23.6.6
Specifying the Font Path
23.6.7
Configuring Timeout Settings for Graphics Conversions
24
Managing Inbound Refinery
24.1
Managing Refinery Authentication and Users
24.1.1
Integration with Single Sign-On
24.2
Managing Refinery Conversion Queues
24.3
Managing Agents and Providers
24.3.1
Agent Management
24.3.1.1
Verbose Logging
24.3.1.2
Deleting Agents
24.3.2
Managing Refinery Providers
24.4
Viewing Refinery Information
24.4.1
Refinery Configuration Information
24.4.2
Refinery System Audit Information
24.5
Configuring the Web Server Filter
24.6
Publishing Dynamic and Static Layout Files
24.7
Active Virus Scanning on Windows
24.8
Changing the Date Format and Time Zones
24.8.1
Changing the Date Format
24.8.2
Setting the Time Zone
24.9
Monitoring Refinery Status
24.9.1
Viewing Refinery Status
24.9.1.1
Viewing Conversion Statuses
24.9.1.2
Viewing Refinery Logs
24.9.1.3
Viewing Console Output
24.9.1.4
Viewing Conversion History
24.9.2
Viewing Agent Statuses
24.9.2.1
Viewing Specific Status
24.9.2.2
Viewing Agent Queues
24.9.2.3
Viewing Agent Logs
25
Working with Conversions
25.1
Managing PDF Conversions
25.1.1
PDF Conversion Considerations
25.1.2
Configuring PDF Conversion Settings
25.1.2.1
Configuring Content Servers to Send Jobs to Inbound Refinery
25.1.2.2
Setting PDF Files as the Primary Web-Viewable Rendition
25.1.2.3
Installing a Distiller Engine and PDF Printer
25.1.2.4
Configuring Third-Party Application Settings
25.1.2.5
Configuring Timeout Settings for PDF Conversions
25.1.2.6
Setting Margins When Using Outside In
25.1.3
Configuring OpenOffice
25.1.3.1
OpenOffice Configuration Considerations
25.1.3.2
Configuring the OpenOffice Port and Setting up the Listener
25.1.3.3
Setting Port for Session Using soffice Command Line Parameters
25.1.3.4
Configuring Inbound Refinery to Use OpenOffice
25.1.3.5
Setting Classpath to OpenOffice Class Files
25.1.3.6
Using OpenOffice Without Logging In to Host
25.1.4
Converting Microsoft Office Files to PDF
25.1.4.1
Converting Microsoft Word Files to PDF
25.1.4.2
Converting Microsoft Excel Files to PDF
25.1.4.3
Converting Microsoft PowerPoint Files to PDF
25.1.4.4
Converting Microsoft Visio Files to PDF
25.1.4.5
Using Relative versus Absolute Links in Office Documents
25.2
Managing Tiff Conversions
25.2.1
Configuring Content Servers to Send Jobs for Tiff Conversion
25.2.1.1
Using the File Formats Wizard for Tiff Conversion
25.2.1.2
Using the Configuration Manager for Tiff Conversion
25.2.1.3
Tips for Processing Zip Files in Tiff Conversion
25.2.2
Configuring Tiff Conversion Settings
25.2.2.1
Setting Accepted Conversions
25.2.2.2
Changing Timeout Settings
25.2.3
Configuring CVista PdfCompressor
25.2.3.1
Changing PdfCompressor Settings
25.2.3.2
Configuring CVista PdfCompressor OCR Languages
25.3
Managing XML Conversions
25.3.1
Configuring Content Servers to Send Jobs to Inbound Refinery
25.3.2
Setting XML Files as the Primary Web-Viewable Rendition
25.3.3
Setting XML Files as an Additional Rendition
25.3.4
Setting Up XSL Transformation
25.3.4.1
XSLT Errors
25.3.4.2
Support for Unmanaged Files
25.4
Converting Microsoft Office Files to HTML
25.4.1
Configuring Content Servers to Send Jobs for HTML Conversion
25.4.1.1
Using the File Formats Wizard for Microsoft Office Conversions
25.4.1.2
Using the Configuration Manager for Microsoft Office Conversions
26
Working With Image and Video Conversions
26.1
Understanding Digital Asset Manager
26.1.1
Supported Conversion Applications
26.1.2
Supported Streaming Servers
26.1.3
Supported Input Formats
26.1.4
Supported Output Formats
26.2
Configuring Digital Asset Manager
26.2.1
Configuring For Image Conversion
26.2.2
Modifying the Content Server Configuration File
26.2.3
Associating File Formats and Mapping File Extensions
26.2.3.1
Image Formats
26.2.3.2
Video Formats
26.2.4
Associating a File Format
26.2.5
Mapping File Extensions
26.3
Setting Up and Managing Image Conversions
26.3.1
Understanding Image Rendition Sets
26.3.2
Defining Image Rendition Sets
26.3.3
Creating and Configuring Image Rendition Sets
26.3.3.1
extraRendition_definitions.hda File Structure
26.3.3.2
Adding a Rendition Set
26.3.3.3
Enabling a Rendition Set
26.3.4
Working with XMP and EXIF Data
26.3.4.1
Searching XMP and EXIF Data in Content Server
26.3.4.2
Applying XMP and EXIF Data as Text Overlay to a Rendition
26.4
Setting Up and Managing Video Conversions
26.4.1
Installing FlipFactory
26.4.2
Installing Digital Asset Manager Video Plug-ins
26.4.3
Ensuring the JDOM Library is Installed for FlipFactory 6.0
26.4.4
Sharing Directories with FlipFactory
26.4.5
Setting the Conversion Engine Shared Directory Path
26.4.6
Setting Media Locations
26.4.6.1
Placing Renditions within Content Server
26.4.6.2
Placing Renditions Outside Content Server
26.4.6.3
Placing Renditions WIthin and Outside Content Server
26.4.6.4
Setting Placement Location Configuration Variables
26.4.6.5
Configuring Specific Media Format Placement Locations
26.4.7
Using Streaming Servers
26.4.8
Defining Video Rendition Sets
26.4.9
Creating and Configuring Factories in FlipFactory
26.4.10
Managing Video Conversion
26.4.10.1
Editing the Video File Type Configuration Table
26.4.10.2
Setting the Default Video Format Preferences
26.4.11
Enabling Plug-in Debugging Logs
27
Managing PDF Watermark
27.1
Understanding PDF Watermark
27.1.1
Types of Watermark
27.1.2
Templates
27.1.2.1
Template Security
27.1.3
Dynamic Watermark Rules
27.1.4
PDF Optimization
27.1.5
Watermark Placement
27.2
Configuring PDF Watermark
27.2.1
Specifying the Classpath for an Encryption Library
27.2.2
Starting PDF Watermark Administration
27.2.3
Adding or Editing Templates
27.2.3.1
Add or Edit a Text Watermark
27.2.3.2
Add or Edit an Image Watermark
27.2.3.3
Add or Edit an Electronic Signature Watermark
27.2.4
Creating and Editing Rules
27.3
Watermarking Scenarios
27.3.1
Static Watermarking Scenario
27.3.2
Dynamic Watermarking Scenario
28
Supported File Formats
28.1
File Formats Converted by Outside In Technology
28.1.1
Inbound Refinery
28.1.2
PDF Conversion
28.1.2.1
PDF Export
28.1.3
XML Converter
28.1.4
Outside In Technology
28.1.4.1
Word Processing Formats
28.1.4.2
Desktop Publishing Formats
28.1.4.3
Database Formats
28.1.4.4
Spreadsheet Formats
28.1.4.5
Presentation Formats
28.1.4.6
Graphic Formats
28.1.4.7
Compressed Formats
28.1.4.8
E-mail Formats
28.1.4.9
Other Formats
28.2
File Formats Converted to PDF Using Third-Party Applications
28.3
File Formats Converted to PDF by Open Office
Part VI Managing Dynamic Conversion
29
Introduction to Dynamic Converter
29.1
About Dynamic Converter
29.2
Basic Dynamic Converter Concepts
29.3
Dynamic Converter Process
29.4
Upfront Conversions
29.5
Forced Conversions
29.6
Fragment-Only Conversions
29.7
Caching and Querying
29.7.1
Caching of Timestamps
29.7.2
Metadata Changes
29.7.3
Timestamp Checking Frequency
29.7.4
Cache Interval
29.7.5
Cache Size
29.7.6
Cache Expiration Period
29.8
Special Conversions
29.8.1
Conversion of HTML Forms to HTML
29.8.2
Conversion of XML to HTML
29.8.3
Rendering Paragraphs as Graphics
29.9
Dynamic Converter Interface in Content Server
30
Configuring Dynamic Converter
30.1
Before Using Dynamic Converter
30.2
Setting the Default Template
30.3
Setting Up Conversion Formats
30.3.1
Adding File Formats For Dynamic Conversion
30.3.2
Removing File Formats From Dynamic Conversion
30.4
Configuring Slideshow Template Files for PowerPoint Presentations
30.5
Removing Wireless Templates
31
Template Rules
31.1
About Template Rules
31.2
Managing Your Template Rules
31.2.1
Adding a Rule
31.2.2
Deleting a Rule
31.2.3
Reordering the Rules
31.3
Assigning Metadata Criteria to a Rule
31.4
Choosing a Template for a Rule
32
Conversion Templates
32.1
About Templates
32.2
Template Types
32.3
Template Strategy
32.4
Checking In a Template
33
HTML Conversion Templates
33.1
About Templates
33.1.1
Creating a New HTML Conversion Template
33.1.2
Editing an Existing HTML Conversion Template
33.2
HTML Conversion Template Editor
33.2.1
Formatting Different File Types
33.2.2
Adding Document Properties
33.2.3
Adding Text Elements
33.2.4
Adding Navigation Elements
33.2.5
Configuring HTML Settings
33.2.6
Adding Output Markup Items
33.2.7
Adding Output Text Formats
33.2.8
Adding Format Mapping Rules
33.2.9
Adding Output Page Layouts
33.2.10
Previewing Your Content
33.2.11
Saving Your Template
33.3
Classic HTML Conversion Template Editor
33.3.1
Template Elements
33.3.2
Sample Classic HTML Conversion Templates
33.3.2.1
Academy
33.3.2.2
Acclaim CSS
33.3.2.3
Account
33.3.2.4
Adagio CSS
33.3.2.5
Administration
33.3.2.6
Analysis
33.3.2.7
Archive CSS
33.3.2.8
Blank
33.3.2.9
Business
33.3.2.10
Ceremonial
33.3.2.11
Courtesy
33.3.2.12
Executive
33.3.2.13
Introduction CSS
33.3.2.14
Lotus 1-2-3
33.3.2.15
Lotus Freelance
33.3.2.16
MS Excel
33.3.2.17
MS PowerPoint
33.3.2.18
Purple Frost
33.3.2.19
Retrofied! CSS
33.3.3
Migrating From Script Templates to Classic HTML Conversion Templates
33.3.3.1
Updating an Old Template
33.3.3.2
Sample of Newly Converted Template (From a Pre-6.0 Version)
34
Classic HTML Conversion Layout Templates
34.1
About Classic HTML Conversion Layout Templates
34.2
Layout Template Contents
34.3
Tokens in Layout Templates
34.4
Sample Layout Templates
34.4.1
default_layout.txt
34.4.2
snippet_layout.txt
34.5
Creating a Layout Template for Your Content Items
34.6
Associating a Layout Template With a Template Rule
34.7
Specifying a Default Layout Template
34.8
Including Scripts, Images, and CSS in a Layout Template
35
Script Templates
35.1
About Script Templates
35.2
Elements
35.2.1
Element Tree
35.2.2
Leaf Elements
35.2.3
Repeatable Elements
35.2.4
Element Definitions
35.3
Indexes
35.3.1
Index Variable Keywords
35.3.1.1
Whole Number
35.3.1.2
Current, Next, Previous, First, and Last
35.3.1.3
Up, Down, Left, and Right
35.3.2
Creating a Set of HTML Files for Each Slide in a Presentation
35.4
Macros
35.4.1
About Macros
35.4.2
Units: {## UNIT}, {## HEADER}, and {## FOOTER}
35.4.3
Insert Element: {## INSERT}
35.4.4
Conditional: {## IF...}, {## ELSEIF...}, and {## ELSE}
35.4.5
Loop: {## REPEAT}
35.4.6
Linking With Structured Breaking: {## LINK}
35.4.6.1
{## LINK} Usage Scenarios
35.4.6.2
{## LINK} Archive File Example
35.4.6.3
{## LINK} Presentation File Example
35.4.7
Linking With Content Size Breaking: {## ANCHOR}
35.4.8
Comment Put in the Output File: {## IGNORE}
35.4.9
Comment Not Put in the Output File: {## COMMENT}
35.4.10
Including Other Templates: {## INCLUDE}
35.4.11
Setting Options Within the Template: {## OPTION}
35.4.12
Copying Files: {## COPY}
35.4.13
Deprecated Template Macros
35.5
Pragmas
35.5.1
Pragma.Charset
35.5.2
Pragma.CSSFile
35.5.3
Pragma.EmbeddedCSS
35.5.4
Pragma.JsFile
35.5.5
Pragma.SourceFileName
35.6
Setting Script Template Formatting Options
35.6.1
Changing the Format Used for Converted Graphics
35.6.2
Generating Bullets and Numbers for Lists
35.7
Breaking Documents by Structure
35.8
Breaking Documents by Content Size
35.8.1
A Sample Size Breaking Template
35.8.2
Templates Without {## UNIT} Macros
35.8.3
Indexes and Size-Based Breaking
35.9
Using Grids to Navigate Spreadsheet and Database Files
36
HTML Snippets
36.1
About HTML Snippets
36.2
Portal-Style Website Sample
36.3
Combining HTML Snippets Into a Web Page
36.3.1
Generating a Snippet of HTML
36.3.2
Include HTML Snippet Using Idoc Script Function
36.4
Inline Dynamic Conversion
36.5
Displaying Content Server Metadata on a Web Page
37
Working with Converted Content
37.1
Viewing Content Information
37.2
Viewing a Converted File
37.2.1
Search Results Page
37.2.2
Content Information Page
37.3
Previewing a Document Before Check-In
38
Implementation Considerations for Dynamic Converter
38.1
Metadata Fields With Multi-Byte Characters
38.2
Conversion of PDF Files in UNIX
38.3
Embedded Graphics on UNIX
38.4
Use of Vector Versus Raster Graphics Formats
38.5
Converting Vector Graphics and Spreadsheet Text in UNIX
38.6
URL Rewriting
38.7
Relative URLs in Templates and Layout Files
38.8
Browser Caching
38.9
Image Sizing Rules
38.10
CSS Considerations
38.11
Style Names Used by Dynamic Converter
38.12
Overriding Dynamic Converter Styles
38.13
Pragma.CSSFile and {## LINK}
38.14
Well-Formed HTML
38.15
Positional Frames Support
38.16
Template Writing Tips
39
Conversion Filters
39.1
Application Filters
39.2
Graphics Filters
40
Input File Formats
40.1
Word Processing Formats
40.2
Desktop Publishing Formats
40.3
Database Formats
40.4
Spreadsheet Formats
40.5
Presentation Formats
40.6
Graphic Formats
40.7
Compressed Formats
40.8
E-Mail Formats
40.9
Other Formats
41
Office 2007/2010 Considerations
41.1
All Office Applications
41.2
Word 2007/2010
41.3
Excel 2007/2010
41.4
PowerPoint 2007/2010
41.5
Examples of Unsupported Objects
42
Elements Script Template
42.1
About the Elements Script Template
42.2
Elements Script Template Code
Part VII Desktop Management
43
Managing Desktop
43.1
Custom Installation Options for the Client Software
43.2
Setting the Web Browser Search Provider Name for a Content Server Instance
43.3
Enabling Subfolder Searching
43.4
Mapping E-Mail Metadata
43.5
Configuring Form-Based Login
43.6
Customizing the Form-Based Login Regular Expression
Part VIII Troubleshooting
44
Troubleshooting Workflows
44.1
Workflow Item Stuck in EDIT or GENWWW Status
44.2
Workflow Item Stuck in REVIEW Status
44.3
Workflow Item Entered in Wrong Workflow
45
Troubleshooting Content Tracking Issues
45.1
Web Server Filter Plug-in Debugging Support
45.2
Java Code Debugging Support
45.3
DataBinder Dump Facility
46
Troubleshooting WebDAV
46.1
Zero-Byte Files
46.1.1
Cause
46.1.2
Solution
46.2
No Connection to WebDAV Folder
46.2.1
Cause
46.2.2
Solution
46.3
Other Connection Issues
46.4
Double-Byte Characters in File Name
46.4.1
Cause
46.4.2
Solution
46.5
Number Sign in Virtual Folder Name or File Name
46.5.1
Cause
46.5.2
Solution
46.6
ExtranetLook Component Problem
46.6.1
Cause
46.6.2
Solution
46.7
Content Item "Stuck" in Auto-Contribution Workflow Step
46.7.1
Cause
46.7.2
Solution
46.8
Deleting Content from Contribution Folders for Site Studio Website
46.8.1
Cause
46.8.2
Solution
46.9
WebDAV Drag and Drop Does Not Work with Windows 2000
46.9.1
Cause
46.9.2
Solution
46.10
Folder Shortcuts Do Not Show Latest Changes
46.10.1
Cause
46.10.2
Solution
46.11
Profile Rule for All WebDAV Requests
46.11.1
Solution
47
Troubleshooting Inbound Refinery
47.1
Troubleshooting PDF Conversion Problems
47.1.1
Troubleshooting Process for PDF Conversion Issues
47.1.2
Common Conversion Issues
47.1.3
Inbound Refinery Setup and Run Issues
47.1.3.1
Inbound Refinery Won't Process Any Files
47.1.3.2
Missing IDC PDF Converter Printer
47.1.3.3
Error: 'Unable to convert. The printer is not installed'
47.1.3.4
Conversions Keep Timing Out
47.1.3.5
Microsoft Word Files Won't Convert
47.1.3.6
Microsoft Excel Files Won't Convert
47.1.3.7
Microsoft PowerPoint Files Won't Convert
47.1.3.8
Microsoft Visio Files Won't Convert
47.1.3.9
FrameMaker Files Won't Convert
47.1.3.10
WordPerfect Files Won't Convert
47.1.4
PDF Display Issues
47.1.4.1
Blank PDF files in Internet Explorer
47.1.4.2
Error: 'File does not begin with '%PDF-'
47.1.4.3
PDF Files Don't Open Within Browser Window
47.1.4.4
Problems Printing PDFs Using Adobe Acrobat 6.0
47.1.4.5
Problem Displaying Internal Thumbnails When Viewing PDF Files
47.2
Troubleshooting Tiff Converter Problems
47.2.1
Installation Problems
47.2.2
General Conversion Problems
47.2.3
CVista PdfCompressor Conversion Problems
47.2.4
PDF Thumbnailing and Viewing Problems
47.3
Troubleshooting XML Converter Problems
Scripting on this page enhances content navigation, but does not change the content in any way.