Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

What's New in This Guide

• New and Changed Features in 11g Release 1 (11.1.1.6)
• New Features in 11g Release 1 (11.1.1)
• Changed Features for 11g Release 1 (11.1.1)

1 Introduction to Oracle WebCenter Content Server Administration

• 1.1 Understanding Content Server
• 1.2 Content Server Administrative Accounts and Responsibilities
• 1.3 Content Server Administration Tools
  • 1.3.1 Oracle Enterprise Manager Fusion Middleware Control Console
  • 1.3.2 Oracle WebLogic Server Administration Console
  • 1.3.3 Oracle WebLogic Scripting Tool (WLST)
• 1.4 Content Server Administration Utilities and Applets
  • 1.4.1 Administration Tools
    • 1.4.1.1 Utilities
    • 1.4.1.2 Management Pages
    • 1.4.1.3 Applications
    • 1.4.1.4 Command Line
  • 1.4.2 Administration Interface
  • 1.4.3 Admin Applets Page

2 Using Fusion Middleware Control to Manage Content Server

• 2.1 Displaying the Fusion Middleware Control User Interface
• 2.2 Navigating to the Home Page for Content Server
• 2.3 Starting and Stopping Content Server
  • 2.3.1 Starting Content Server
  • 2.3.2 Stopping Content Server
• 2.4 Modifying Configuration Parameters for Content Server
  • 2.4.1 Modifying Server Configuration Parameters for Content Server
  • 2.4.2 Modifying E-mail Configuration Parameters for Content Server
• 2.5 Viewing Performance Information for Content Server
• 2.6 Viewing Log Information for Content Server
• 2.7 Viewing MBean Information for Content Server

3 Managing System Processes

• 3.1 Starting, Stopping, and Restarting Content Server
  • 3.1.1 Starting Content Server
    • 3.1.1.1 Starting Content Server with the Oracle WebLogic Server Administration Console
    • 3.1.1.2 Starting Content Server with Scripts
    • 3.1.1.3 Starting Content Server with Fusion Middleware Control
  • 3.1.2 Stopping Content Server
    • 3.1.2.1 Stopping Content Server with the Oracle WebLogic Server Administration Console
    • 3.1.2.2 Stopping Content Server with Scripts
    • 3.1.2.3 Stopping Content Server with Fusion Middleware Control
  • 3.1.3 Restarting Content Server
    • 3.1.3.1 Restarting Content Server with the Oracle WebLogic Server Administration Console
    • 3.1.3.2 Restarting Content Server with Scripts
    • 3.1.3.3 Restarting Content Server with Fusion Middleware Control
• 3.2 Accessing Content Server With a Browser
• 3.3 Managing Content Server With the Admin Server
  • 3.3.1 About the Admin Server
  • 3.3.2 Viewing Server Output
• 3.4 Starting Content Server Administration Applications
  • 3.4.1 Running Administration Applications as Applets
  • 3.4.2 Running Administration Applications in Standalone Mode
    • 3.4.2.1 Configuring a System Database Provider for Standalone Mode
    • 3.4.2.2 Configuring a JDBC Database Driver for Standalone Mode
    • 3.4.2.3 Configuring an External Database Provider for Standalone Mode
    • 3.4.2.4 Running a Standalone Application on a UNIX System
    • 3.4.2.5 Running a Standalone Application on a Windows System
• 3.5 Using the IdcShell Command-Line Tool
• 3.6 Batch Loading Content
  • 3.6.1 About Batch Loading
    • 3.6.1.1 File Records
    • 3.6.1.2 Actions
    • 3.6.1.3 Insert
    • 3.6.1.4 Delete
    • 3.6.1.5 Update
    • 3.6.1.6 Optional Parameters
    • 3.6.1.7 Custom Metadata Fields
  • 3.6.2 Preparing a Batch Load File
    • 3.6.2.1 About Preparing a Batch Load File
    • 3.6.2.2 Mapping Files
    • 3.6.2.3 Creating a Batch Load File from the BatchBuilder Screen
    • 3.6.2.4 Creating a Mapping File
    • 3.6.2.5 Creating a Batch Load File from the Command Line
  • 3.6.3 Running the Batch Loader
    • 3.6.3.1 About Running the Batch Loader
    • 3.6.3.2 Batch Loading from the Batch Loader Screen
    • 3.6.3.3 Batch Loading from the Command Line
    • 3.6.3.4 Using the IdcCommand Utility and Remote Access
    • 3.6.3.5 Batch Loading Content as Metadata Only
    • 3.6.3.6 Batch Loader -console Command Line Switch
    • 3.6.3.7 Adding a Redirect
    • 3.6.3.8 Correcting Batch Load Errors
  • 3.6.4 Optimizing Batch Loader Performance
    • 3.6.4.1 Example: Best Practice Case Study
• 3.7 Finding Status and Error Information
  • 3.7.1 Log Files
    • 3.7.1.1 Log File Characteristics
    • 3.7.1.2 Accessing the Log Files
    • 3.7.1.3 Using Content Server Logs
    • 3.7.1.4 Using Archiver Logs
    • 3.7.1.5 Inbound Refinery Logs
  • 3.7.2 Configuration Information
  • 3.7.3 System Audit Information
    • 3.7.3.1 System Audit General Information
    • 3.7.3.2 System Audit Localization Information
    • 3.7.3.3 System Audit Tracing Sections Information
    • 3.7.3.4 System Audit Cache Information
    • 3.7.3.5 System Audit Configuration Entry Information
    • 3.7.3.6 System Audit Component Report Information
    • 3.7.3.7 Server Output Page
  • 3.7.4 Monitoring Scheduled Jobs
    • 3.7.4.1 Viewing Active Scheduled Jobs
    • 3.7.4.2 Viewing Scheduled Jobs History
    • 3.7.4.3 Viewing Scheduled Jobs Information
  • 3.7.5 Tracing
    • 3.7.5.1 Server-Wide Tracing
    • 3.7.5.2 Applet-Specific Tracing
  • 3.7.6 Environment Packager
  • 3.7.7 Content Server Analyzer
    • 3.7.7.1 Accessing the Content Server Analyzer
    • 3.7.7.2 Specifying a Custom Analyzer Log Directory
    • 3.7.7.3 Invoking the Analysis Process
    • 3.7.7.4 Analyzing the Content Server Database
    • 3.7.7.5 Analyzing the Content Server Search Index
    • 3.7.7.6 Analyzing the Content Server File System
    • 3.7.7.7 Viewing the Analysis Progress and Results
    • 3.7.7.8 Generating a Status Report
    • 3.7.7.9 Canceling the Status Report
  • 3.7.8 Configuration Debug Entry
  • 3.7.9 Stack Traces

4 Managing System Settings

• 4.1 Configuring System Properties
  • 4.1.1 About System Properties
  • 4.1.2 Configuring General Options
    • 4.1.2.1 Revision Label Sequence
    • 4.1.2.2 Revision Label Ranges
    • 4.1.2.3 Revision Examples
    • 4.1.2.4 Revision Configuration Settings
    • 4.1.2.5 Chunking Function
    • 4.1.2.6 Configuring the Chunking Function
  • 4.1.3 Configuring Content Security
  • 4.1.4 Configuring Internet Information
  • 4.1.5 Configuring the System Database
  • 4.1.6 Configuring Content Server Options
  • 4.1.7 Configuring Locales
    • 4.1.7.1 Date Format
    • 4.1.7.2 Interface Language
  • 4.1.8 Configuring Paths
• 4.2 Configuring the Search Index
  • 4.2.1 Variances in Indexing Tools and Methods
  • 4.2.2 Configuring the Search Index for Databases
    • 4.2.2.1 Metadata Search with All Databases
    • 4.2.2.2 Full-Text Search with SQL Server
    • 4.2.2.3 Full-Text Search with OracleTextSearch
    • 4.2.2.4 Database-Supported File Formats
  • 4.2.3 Working with the Search Index
    • 4.2.3.1 About the Search Index
    • 4.2.3.2 Updating the Search Index
    • 4.2.3.3 Rebuilding the Collection
    • 4.2.3.4 Configuring the Update or Rebuild
    • 4.2.3.5 Full-Text Indexing
    • 4.2.3.6 Disabling Full-Text Indexing
    • 4.2.3.7 Indexing Native Files by Default
    • 4.2.3.8 Indexing E-mail and Attachments
  • 4.2.4 Managing Zone Text Fields
    • 4.2.4.1 About Zone Text Fields
    • 4.2.4.2 Enabling and Disabling Zone Text Fields
    • 4.2.4.3 Changing the MinTextFullFieldLength Variable
    • 4.2.4.4 Disabling Database Search Contains Operator
  • 4.2.5 Searching Content Using the Oracle Query Optimizer Component
    • 4.2.5.1 About The Oracle Query Optimizer Component
    • 4.2.5.2 Query Optimization Process
    • 4.2.5.3 How Reformatted Queries Optimize Searches
    • 4.2.5.4 Types of Recognized Hints
    • 4.2.5.5 Query Hints Syntax
    • 4.2.5.6 Additional Supported Sort Constructs
    • 4.2.5.7 The Hint Rules Table
    • 4.2.5.8 Hint Rules Table Column Descriptions
    • 4.2.5.9 Edit Hint Rules Form
    • 4.2.5.10 The Hint Cache
    • 4.2.5.11 Using Hint Rules
    • 4.2.5.12 Using the Query Converter
    • 4.2.5.13 Updating the Hint Cache
• 4.3 Configuring a File Store System
  • 4.3.1 Introduction to the File Store System
    • 4.3.1.1 Data Management
    • 4.3.1.2 File Store Provider Features
  • 4.3.2 File Store Provider Upgrade
    • 4.3.2.1 DefaultFileStore Settings
    • 4.3.2.2 Empty Storage Rule
  • 4.3.3 Configuring File Store Provider
    • 4.3.3.1 Using Standard Content Server Variables
    • 4.3.3.2 Working with File Store Provider
    • 4.3.3.3 Understanding File Store Provider Storage Principles
  • 4.3.4 File Store Provider Resource Tables
    • 4.3.4.1 PartitionList Table
    • 4.3.4.2 StorageRules Table
    • 4.3.4.3 PathMetaData Table
    • 4.3.4.4 PathConstruction Table
    • 4.3.4.5 FileSystemFileStoreAlgorithmFilters Table
    • 4.3.4.6 FileStorage Table
    • 4.3.4.7 FileCache Table
  • 4.3.5 File Store Provider Sample Implementations
    • 4.3.5.1 Example PathMetaData Table Options
    • 4.3.5.2 Configuration for Standard File Paths
    • 4.3.5.3 Configuration for a Webless or Optional Web Store
    • 4.3.5.4 Configuration for Database Storage
    • 4.3.5.5 Altered Path Construction and Algorithms
  • 4.3.6 Sun Storage Archive Manager
    • 4.3.6.1 About SAM-QFS
    • 4.3.6.2 Considerations for Using SAM-QFS
    • 4.3.6.3 Installing SAM-QFS
    • 4.3.6.4 Configuring Content Server and SAM-QFS with WORM
• 4.4 Mapping URLs with WebUrlMapPlugin
  • 4.4.1 Script Construction
  • 4.4.2 Supported Variables for Referencing
  • 4.4.3 Add/Edit URL Mapping Entries
  • 4.4.4 Mapping Examples
    • 4.4.4.1 Info Update Form
    • 4.4.4.2 Dynamic Conversion
    • 4.4.4.3 CGI parameters
• 4.5 Connecting to Outside Entities with Providers
  • 4.5.1 About Providers
    • 4.5.1.1 Content Server Providers
    • 4.5.1.2 Choosing an Appropriate Provider
    • 4.5.1.3 Security Providers
  • 4.5.2 Managing Providers
    • 4.5.2.1 Adding an Outgoing Provider
    • 4.5.2.2 Adding a Database Provider
    • 4.5.2.3 Adding an Incoming Provider
    • 4.5.2.4 Adding a Preview Provider
    • 4.5.2.5 Adding an Incoming Security Provider
    • 4.5.2.6 Adding an Outgoing Security Provider
    • 4.5.2.7 Adding a JPS User Provider
    • 4.5.2.8 Adding a HTTP Outgoing Provider
    • 4.5.2.9 Editing Provider Information
    • 4.5.2.10 Deleting a Provider

5 Managing Security and User Access

• 5.1 Introduction to WebCenter Content and Content Server Security
  • 5.1.1 Changes in Security Compared to Content Server 10g
  • 5.1.2 Security within Content Server
  • 5.1.3 Additional Security Options
• 5.2 Oracle Fusion Middleware Security Configuration for WebCenter Content
  • 5.2.1 LDAP Authentication Providers
  • 5.2.2 Configuring WebCenter Content to Use SSL
    • 5.2.2.1 Configuring WebCenter Content for Two-Way SSL Communication
    • 5.2.2.2 Invoking References in One-Way SSL Environments in Oracle JDeveloper
    • 5.2.2.3 Configuring WebCenter Content, Oracle HTTP Server for SSL Communication
    • 5.2.2.4 Switching from Non-SSL to SSL Configurations for WebCenter Content
    • 5.2.2.5 Configuring SSL Between WebCenter Content Instance and Oracle WebCache
    • 5.2.2.6 Using a Custom Trust Store for One-Way SSL
    • 5.2.2.7 Enabling an Asynchronous Process to Invoke an Asynchronous Process
    • 5.2.2.8 Configuring RIDC SSL for Valid Certificate Path
  • 5.2.3 Configuring WebCenter Content for Single Sign-On
    • 5.2.3.1 Configuring Oracle Access Manager 11g with WebCenter Content
    • 5.2.3.2 Configuring Oracle Access Manager 10g with WebCenter Content
    • 5.2.3.3 Configuring Oracle Single Sign-On for WebCenter Content
    • 5.2.3.4 Configuring the First Authentication Provider
    • 5.2.3.5 Configuring the WebCenter Content URL for Single Sign-On
    • 5.2.3.6 Configuring WebCenter Content and Single Sign-On for WNA
  • 5.2.4 Configuring Oracle Infrastructure Web Services
• 5.3 User Types, Logins, and Aliases
  • 5.3.1 Introduction to User Login Types
    • 5.3.1.1 External Users
    • 5.3.1.2 Local Users
  • 5.3.2 Introduction to User Logins and Aliases
  • 5.3.3 Managing Logins and Aliases
    • 5.3.3.1 Adding a User Login
    • 5.3.3.2 Editing a User Login
    • 5.3.3.3 Deleting a User Login
    • 5.3.3.4 Creating an Alias
    • 5.3.3.5 Editing an Alias
    • 5.3.3.6 Deleting an Alias
  • 5.3.4 User Information Fields
    • 5.3.4.1 About User Information Fields
    • 5.3.4.2 Managing User Information Fields
• 5.4 Security Groups, Roles and Permissions
  • 5.4.1 Introduction to Content Server Security Groups
    • 5.4.1.1 Best Practices for Working with Security Groups
    • 5.4.1.2 Performance Considerations
  • 5.4.2 Managing Content Server Groups
    • 5.4.2.1 Adding a Security Group on Content Server
    • 5.4.2.2 Deleting a Security Group on Content Server
  • 5.4.3 Introduction to Content Server Roles and Permissions
    • 5.4.3.1 Predefined Roles
    • 5.4.3.2 About Permissions
    • 5.4.3.3 Predefined Permissions
  • 5.4.4 Managing Content Server Roles and Permissions
    • 5.4.4.1 Creating a Role on Content Server
    • 5.4.4.2 Deleting a Role on Content Server
    • 5.4.4.3 Assigning Roles to a User with Oracle WebLogic Server
    • 5.4.4.4 Assigning Roles for a Similar User with Oracle WebLogic Server
    • 5.4.4.5 Adding and Editing Permissions on Content Server
• 5.5 Accounts
  • 5.5.1 Introduction to Content Server Accounts
    • 5.5.1.1 Accounts and Security Groups
    • 5.5.1.2 Hierarchical Accounts
    • 5.5.1.3 Performance Considerations
    • 5.5.1.4 External Directory Server Considerations
  • 5.5.2 Managing Content Server Accounts
    • 5.5.2.1 Enabling Accounts on Content Server
    • 5.5.2.2 Creating Predefined Accounts on Content Server
    • 5.5.2.3 Creating Accounts When Checking In Content on Content Server
    • 5.5.2.4 Deleting Predefined Accounts on Content Server
    • 5.5.2.5 Assigning Accounts to a User with Oracle WebLogic Server
  • 5.5.3 An Content Server Accounts Case Study
    • 5.5.3.1 Xalco Security
    • 5.5.3.2 Xalco Accounts
    • 5.5.3.3 Xalco Roles
    • 5.5.3.4 Roles and Permissions Table
    • 5.5.3.5 Roles and Users Table
    • 5.5.3.6 Accounts and Users Table
• 5.6 Access Control List Security
  • 5.6.1 Configuring Access Control List Security
  • 5.6.2 Metadata Fields
    • 5.6.2.1 xClbraUserList Metadata Field
    • 5.6.2.2 xClbraAliasList Metadata Field
    • 5.6.2.3 xClbraRoleList Metadata Field
  • 5.6.3 Access Control List Permissions
    • 5.6.3.1 Empty Access Control List Fields
• 5.7 Content Server User Information Provider
• 5.8 Additional Content Server Security Connections
  • 5.8.1 About Proxy Connections
  • 5.8.2 Credential Mapping
    • 5.8.2.1 About Credential Mapping
    • 5.8.2.2 Credential Values
    • 5.8.2.3 Matching Accounts and Roles
    • 5.8.2.4 Proxy Credentials Map
    • 5.8.2.5 Creating a Credential Map
  • 5.8.3 Secured Connections to Content Servers
    • 5.8.3.1 About Named Password Connections
    • 5.8.3.2 Guidelines for Proxy Connections Data
    • 5.8.3.3 Creating a Proxied Connection
  • 5.8.4 Connections Using the HTTP Protocol
    • 5.8.4.1 About Using HTTP Protocol for Content Server Connection
    • 5.8.4.2 Configuring the HTTP Provider
• 5.9 Content Server Communication Customization
  • 5.9.1 Login/Logout Customization
  • 5.9.2 Browser URL Customization
    • 5.9.2.1 About BrowserUrlPath Customization
    • 5.9.2.2 Affected Idoc Script Variables and Functions
    • 5.9.2.3 Determining the URL Path
    • 5.9.2.4 Changing Absolute Full Path Computation
    • 5.9.2.5 Changing Administration Path Computation
  • 5.9.3 Extended User Attributes
    • 5.9.3.1 ExtUserAttribInfo ResultSet
    • 5.9.3.2 Configuration Variable for ExtendedUserAttributes
  • 5.9.4 Filter Data Input
    • 5.9.4.1 encodeHtml Function
    • 5.9.4.2 HtmlDataInputFilterLevel Configuration Variable

6 Managing Components

• 6.1 About Components
• 6.2 Using the Component Manager
  • 6.2.1 Viewing Information about a Component
  • 6.2.2 Enabling and Disabling a Component
  • 6.2.3 Uploading a Component
  • 6.2.4 Downloading a Component
  • 6.2.5 Modifying a Component Configuration
• 6.3 Using the Component Wizard
  • 6.3.1 Component Wizard Overview
    • 6.3.1.1 Working with Java Code
    • 6.3.1.2 Editing the Readme File
  • 6.3.2 Creating a Component
    • 6.3.2.1 Creating an Environment Resource
    • 6.3.2.2 Creating a Template Resource
    • 6.3.2.3 Creating a Query Resource
    • 6.3.2.4 Creating a Service Resource
    • 6.3.2.5 Creating a HTML Include
    • 6.3.2.6 Creating a String Resource
    • 6.3.2.7 Creating a Dynamic Table Resource
    • 6.3.2.8 Creating a Static Table Resource
    • 6.3.2.9 Enabling the Component
  • 6.3.3 Additional Component Wizard Tasks
    • 6.3.3.1 Building a Component Zip File
    • 6.3.3.2 Working With Installation Parameters
    • 6.3.3.3 Enabling and Disabling a Component
    • 6.3.3.4 Removing a Component
    • 6.3.3.5 Opening a Component
    • 6.3.3.6 Configuring the Default HTML Editor
    • 6.3.3.7 Unpackaging a Component
    • 6.3.3.8 Adding an Existing Component
• 6.4 Using the Command Line

7 Managing Search Tools

• 7.1 OracleTextSearch
  • 7.1.1 Considerations for Using OracleTextSearch
  • 7.1.2 Configuring OracleTextSearch for Content Server
  • 7.1.3 Oracle Text 11g Features and Benefits
    • 7.1.3.1 Indexing and Query Speeds and Techniques
    • 7.1.3.2 Fast Rebuild
    • 7.1.3.3 Query Syntax
    • 7.1.3.4 OracleTextSearch Operators
    • 7.1.3.5 Case Sensitivity and Stemming Rules
    • 7.1.3.6 Search Results Data Clustering
    • 7.1.3.7 Snippets
    • 7.1.3.8 Additional Changes
  • 7.1.4 Managing OracleTextSearch
    • 7.1.4.1 Determining Fields to Optimize
    • 7.1.4.2 Assigning/Editing Optimized Fields
    • 7.1.4.3 Performing a Fast Rebuild
    • 7.1.4.4 Modifying the Fields Displayed on Search Results
  • 7.1.5 Searching with OracleTextSearch
  • 7.1.6 Metadata Wildcards
  • 7.1.7 Search Results with OracleTextSearch
• 7.2 Oracle Secure Enterprise Search
  • 7.2.1 Using Oracle SES as an External Full-Text Search Engine
    • 7.2.1.1 Configuring Oracle SES for Use with OracleTextSearch
    • 7.2.1.2 Reconfiguring the Search Engine to Use Oracle SES with OracleTextSearch
  • 7.2.2 Using SESCrawlerExport for Oracle SES to Search Content Server Content
    • 7.2.2.1 Accessing the SESCrawlerExport Component
    • 7.2.2.2 Taking a Snapshot of Content Server Content
    • 7.2.2.3 Configuring SESCrawlerExport Parameters
    • 7.2.2.4 Configuring the Content Server Source Location Script
• 7.3 Full-Text Database Search

8 Managing System Migration and Archiving

• 8.1 Introduction to Migration Tools and Components
  • 8.1.1 Configuration Migration
  • 8.1.2 Archiver
  • 8.1.3 Folder Archiving
  • 8.1.4 FolderStructureArchive Component
  • 8.1.5 ArchiveReplicationExceptions Component
  • 8.1.6 Archive Tool Summary and Comparison
• 8.2 Migrating System Configurations
  • 8.2.1 Configuration Migration Utility
    • 8.2.1.1 Migration Structure
    • 8.2.1.2 About Migration Templates and Bundles
  • 8.2.2 Migration Tips
    • 8.2.2.1 Limitations
    • 8.2.2.2 Migration Logs
  • 8.2.3 Managing Configuration Migration
    • 8.2.3.1 Creating a Configuration Migration Template
    • 8.2.3.2 Editing a Configuration Template
    • 8.2.3.3 Importing a Template
    • 8.2.3.4 Creating a One-Time Export
    • 8.2.3.5 Exporting a Configuration
    • 8.2.3.6 Uploading a Bundle
    • 8.2.3.7 Importing a Bundle
    • 8.2.3.8 Downloading a Bundle
    • 8.2.3.9 Viewing Status Information
• 8.3 Archives, Collections and Batch Files
  • 8.3.1 Archive Details
    • 8.3.1.1 Archive Structure
    • 8.3.1.2 Collections
    • 8.3.1.3 Batch Files
    • 8.3.1.4 Archive Targets
    • 8.3.1.5 Using Archive Logs
  • 8.3.2 Managing Archives
    • 8.3.2.1 Creating a New Archive
    • 8.3.2.2 Copying an Existing Archive
    • 8.3.2.3 Creating a New Archive by Copying
    • 8.3.2.4 Deleting an Archive
    • 8.3.2.5 Running the Archiver as a Standalone Application
  • 8.3.3 Managing Collections
    • 8.3.3.1 Opening a Collection
    • 8.3.3.2 Creating a Collection
    • 8.3.3.3 Removing a Collection
    • 8.3.3.4 Moving the Default Archive Collection
  • 8.3.4 Managing Batch Files
    • 8.3.4.1 Removing Revisions from a Batch File
    • 8.3.4.2 Deleting a Batch File
• 8.4 Exporting Data in Archives
  • 8.4.1 About Exporting Data
    • 8.4.1.1 Export Uses
    • 8.4.1.2 Export Methods
  • 8.4.2 Managing Exports
    • 8.4.2.1 Manually Exporting
    • 8.4.2.2 Creating a Content Item Export Query
    • 8.4.2.3 Exporting Configuration Information
    • 8.4.2.4 Adding a Table to an Archive
    • 8.4.2.5 Editing the Archive Properties of a Table
    • 8.4.2.6 Creating a Table Export Query
    • 8.4.2.7 Setting Export Options
    • 8.4.2.8 Initiating the Export
• 8.5 Importing Data
  • 8.5.1 Imported Files
    • 8.5.1.1 Import Uses
    • 8.5.1.2 Import Methods
  • 8.5.2 Import Rules
    • 8.5.2.1 Update Import Rule
    • 8.5.2.2 Insert Revision Import Rule
    • 8.5.2.3 Insert Create Import Rule
    • 8.5.2.4 Delete Revision Import Rule
    • 8.5.2.5 Delete All Revisions Import Rule
  • 8.5.3 Import Process
    • 8.5.3.1 Importing Archived Data Manually
    • 8.5.3.2 Setting Field Maps
    • 8.5.3.3 Setting Value Maps
    • 8.5.3.4 Setting Import Options
    • 8.5.3.5 Importing an Individual Revision
    • 8.5.3.6 Initiating the Import
• 8.6 Transferring Files
  • 8.6.1 File Transfer Overview
    • 8.6.1.1 Transfer Uses
    • 8.6.1.2 Transfer Methods
    • 8.6.1.3 Transfer Terms
  • 8.6.2 Transfer Types
    • 8.6.2.1 Local Transfer
    • 8.6.2.2 Pull Transfer
    • 8.6.2.3 Push Transfer
  • 8.6.3 Transferring Batch Files
  • 8.6.4 Managing Transfers
    • 8.6.4.1 Transfer Process
    • 8.6.4.2 Making an Archive Targetable
    • 8.6.4.3 Defining an Outgoing Transfer Provider
    • 8.6.4.4 Setting a Transfer Destination (Target)
    • 8.6.4.5 Initiating a Manual Transfer
    • 8.6.4.6 Deleting a Transfer
• 8.7 Replicating Files
  • 8.7.1 Introduction to Replication
    • 8.7.1.1 Single Revision Replications
    • 8.7.1.2 Replication Uses
    • 8.7.1.3 Replication Methods
  • 8.7.2 Managing Replication
    • 8.7.2.1 Setting Up Automatic Export
    • 8.7.2.2 Setting Up Automatic Import
    • 8.7.2.3 Setting Up Automatic Transfer
    • 8.7.2.4 Disabling Automatic Import
    • 8.7.2.5 Disabling Automatic Export
    • 8.7.2.6 Disabling Automatic Transfer
    • 8.7.2.7 Deleting a Registered Exporter
• 8.8 Archive and Migration Strategies
  • 8.8.1 Export
  • 8.8.2 Import
  • 8.8.3 Self Export/Import
  • 8.8.4 One-to-One Archiving
  • 8.8.5 One-to-Many Archiving
  • 8.8.6 Many-to-One Archiving
  • 8.8.7 Archiver Examples
    • 8.8.7.1 Copying a Content Server Instance to a Laptop
    • 8.8.7.2 Transferring by Content Type and Author
    • 8.8.7.3 Changing Metadata Fields
    • 8.8.7.4 Adding Content ID Prefixes
    • 8.8.7.5 Changing Release Dates
  • 8.8.8 Configuration Migration Tips
• 8.9 Folder Archiving
  • 8.9.1 Folder Archive Functions
  • 8.9.2 Exporting an Archived Folder Structure
  • 8.9.3 Importing an Archived Folder Structure
• 8.10 Folder Structure Archiving
  • 8.10.1 Overview of Folder Structure Archive
  • 8.10.2 Differences With Built-in Folders Archiving Features
  • 8.10.3 Managing Folder Structure Archives
    • 8.10.3.1 Creating a Folder Structure Archive
    • 8.10.3.2 Updating a Folder Structure Archive
    • 8.10.3.3 Using a Folder Structure Archive
    • 8.10.3.4 Configuration Variables
  • 8.10.4 Important Implementation Considerations
• 8.11 Archiver Replication Exceptions
  • 8.11.1 Overview of Archiver Replication Exceptions
    • 8.11.1.1 How Archiver Replication Exceptions Works
    • 8.11.1.2 Scenario 1
    • 8.11.1.3 Scenario 2
  • 8.11.2 Administering and Using Archiver Replication Exceptions
• 8.12 Folders_g Migration to Folders
  • 8.12.1 Preparing to Migrate Folders
  • 8.12.2 Migrating to Folders
  • 8.12.3 After Folders Migration is Complete
• 8.13 Troubleshooting Archiving Issues
  • 8.13.1 Importing Issues
    • 8.13.1.1 File Extension Errors on Import System
    • 8.13.1.2 Selecting Specific Batch Files for Import
    • 8.13.1.3 Import Maps Do Not Work After Archive Import
    • 8.13.1.4 Identifying Imported Content Items From Archive
    • 8.13.1.5 Duplicate Content Items in Content Server
    • 8.13.1.6 Importing Archived Content to Proxied Server Fails
    • 8.13.1.7 No Importing Errors But Documents Are Missing
    • 8.13.1.8 Errors About Invalid Choice List Values
    • 8.13.1.9 Import Fails Due to Missing Required Field
    • 8.13.1.10 Changed Metadata Field Makes the Archiver Freeze During an Import
  • 8.13.2 Exporting Issues
    • 8.13.2.1 Total Export Possible with Blank Export Query
    • 8.13.2.2 New Check-Ins and Batch File Transfers
    • 8.13.2.3 Exporting User Attributes
    • 8.13.2.4 Folder Archive Export Doesn't Work If Collections Table Has Many Records
  • 8.13.3 Transfer Issues
    • 8.13.3.1 Transfer Stopped When Target Locked Up
    • 8.13.3.2 Aborting/Deleting a Running Transfer
    • 8.13.3.3 Verifying the Integrity of Transferred Files
    • 8.13.3.4 Transfer Process Is Not Working
  • 8.13.4 Replication Issues
    • 8.13.4.1 Stopping the Automatic Import Function
  • 8.13.5 Oracle Database Issues
    • 8.13.5.1 Allotted Tablespace Exceeded
  • 8.13.6 Miscellaneous Issues
    • 8.13.6.1 Archiving Does Not Work With Shared File System
    • 8.13.6.2 Archiving Does Not Work Over Outgoing Provider

A User Interface

• A.1 System Properties and Settings Interface
  • A.1.1 Admin Server Interface
    • A.1.1.1 Admin Server Page
  • A.1.2 System Properties Configuration Interface
    • A.1.2.1 General Options Configuration
    • A.1.2.2 Content Security Configuration
    • A.1.2.3 Internet Information Configuration
    • A.1.2.4 System Properties: Database Tab
    • A.1.2.5 System Properties: Server Tab
    • A.1.2.6 System Properties: Paths Tab
  • A.1.3 Indexing and Search Content Interface
    • A.1.3.1 Repository Manager: Indexer Tab
    • A.1.3.2 Automatic Update Cycle Screen
    • A.1.3.3 Collection Rebuild Cycle Screen
    • A.1.3.4 Indexer Rebuild Screen
    • A.1.3.5 Admin Actions Page
    • A.1.3.6 Zone Fields Configuration Page
    • A.1.3.7 Oracle Query Optimizer Page
    • A.1.3.8 Hint Rules Configuration Page
    • A.1.3.9 Query Converter Page
    • A.1.3.10 Hint Cache Updater Page
  • A.1.4 File Store Administration Interface
    • A.1.4.1 Partition Listing Page
    • A.1.4.2 Add/Edit Partition Page
    • A.1.4.3 File Store Provider Information Page
    • A.1.4.4 Edit File Store Provider Page
    • A.1.4.5 Storage Rule Name Dialog
    • A.1.4.6 Path Information Screen
  • A.1.5 Web Server Interface
    • A.1.5.1 Configure Web Server Filter Page
    • A.1.5.2 WebUrlMaps Screen
  • A.1.6 Provider Interface
    • A.1.6.1 Providers Page
    • A.1.6.2 Provider Information Page
    • A.1.6.3 Add/Edit Provider Page
    • A.1.6.4 Outgoing Socket Provider Page
    • A.1.6.5 Database Provider Page
    • A.1.6.6 Incoming Provider Page
    • A.1.6.7 Preview Provider Page
    • A.1.6.8 LDAP Provider Page
    • A.1.6.9 keepaliveincoming Provider Page
    • A.1.6.10 keepaliveoutgoing Provider Page
    • A.1.6.11 sslincoming Provider Page
    • A.1.6.12 ssloutgoing Provider Page
    • A.1.6.13 JPS User Provider Page
    • A.1.6.14 Outgoing Http Provider Page
  • A.1.7 Batch Loader Interface
    • A.1.7.1 Batch Loader Screen
    • A.1.7.2 BatchBuilder Screen
    • A.1.7.3 BatchBuilder Mapping List Screen
    • A.1.7.4 Add BatchBuilder Mapping Screen
    • A.1.7.5 Edit BatchBuilder Mapping Screen
    • A.1.7.6 Add/Edit BatchBuilder Mapping Field Screen
  • A.1.8 Content Server Analyzer Interface
    • A.1.8.1 Content Server Analyzer: Configuration Tab
    • A.1.8.2 Content Server Analyzer: Progress Tab
  • A.1.9 Error and Status Information Interface
    • A.1.9.1 Content Server Logs Screen
    • A.1.9.2 Archiver Logs Screen
    • A.1.9.3 Database Log Screen
    • A.1.9.4 Configuration Information Page
    • A.1.9.5 System Audit Information Page
    • A.1.9.6 Scheduled Jobs Administration Interface
    • A.1.9.7 Environment Packager Page
• A.2 Security and User Access Interface
  • A.2.1 Security Administration Interface
    • A.2.1.1 User Admin Screen
    • A.2.1.2 Define Filter Screen
    • A.2.1.3 Show Columns Screen
  • A.2.2 Groups, Roles, and Permissions Interface
    • A.2.2.1 Permissions By Group Screen
    • A.2.2.2 Add New Group Screen
    • A.2.2.3 Permissions By Role Screen
    • A.2.2.4 Add New Role Screen
    • A.2.2.5 Edit Permissions Screen
  • A.2.3 Accounts Interface
    • A.2.3.1 Predefined Accounts Screen
    • A.2.3.2 Add New Predefined Account Screen
    • A.2.3.3 Add/Edit Account Permissions Screen
  • A.2.4 User Login and Alias Interface
    • A.2.4.1 User Admin Screen: Users Tab
    • A.2.4.2 Choose/Change the Authorization Type Screen
    • A.2.4.3 Add/Edit User Screen
    • A.2.4.4 Add/Edit User Screen: Info Tab (Local User)
    • A.2.4.5 Add/Edit User Screen: Info Tab (Global User)
    • A.2.4.6 Add/Edit User Screen: Roles Tab
    • A.2.4.7 Add Role Screen
    • A.2.4.8 Add/Edit User Screen: Accounts Tab
    • A.2.4.9 Option List Screen
    • A.2.4.10 User Admin Screen: Aliases Tab
    • A.2.4.11 Add New Alias/Edit Alias Screen
    • A.2.4.12 Select Users Screen
    • A.2.4.13 Sub-Administration Interface: Edit Rights Screen
    • A.2.4.14 User Admin Screen: Information Fields Tab
    • A.2.4.15 Add Metadata Field Name Screen
    • A.2.4.16 Edit Metadata Field Screen
    • A.2.4.17 Update Database Design Screen
  • A.2.5 Proxy Connections Interface
    • A.2.5.1 Credential Maps Screen
    • A.2.5.2 Proxied Connection Authentication/Authorization Information Screen
• A.3 Components Interface
  • A.3.1 Component List Screen
  • A.3.2 Component Wizard Main Screen
    • A.3.2.1 Options Menu
    • A.3.2.2 Build Menu
    • A.3.2.3 Help Menu
  • A.3.3 Component Creation Screens
    • A.3.3.1 Add Component Screen
    • A.3.3.2 Install Screen
    • A.3.3.3 Component Configuration Screen
    • A.3.3.4 Add/Edit Action Screen
    • A.3.3.5 Add Screen
    • A.3.3.6 Add Query Table Information Screen
    • A.3.3.7 Add Service Table Information Screen
    • A.3.3.8 Add Dynamic Resource Table Information Screen
    • A.3.3.9 Add Static Resource Table Information Screen
    • A.3.3.10 Add Template Table Information Screen
    • A.3.3.11 Add/Edit HTML Resource Include/String Screen
    • A.3.3.12 Add/Edit Parameter Screen
    • A.3.3.13 Add/Edit Query Screen
    • A.3.3.14 Add Resource Screen
    • A.3.3.15 Resource Selection Dialog Screen
    • A.3.3.16 Add/Edit Service Screen
    • A.3.3.17 Preview Information for Service Screen
    • A.3.3.18 Preview Action Information Screen
    • A.3.3.19 Add/Edit SearchResults Template Screen
    • A.3.3.20 Column Information Screen
    • A.3.3.21 Add/Edit Intradoc Template Screen
    • A.3.3.22 Add/Edit Preference Screen
  • A.3.4 Build Screens
    • A.3.4.1 Install/Uninstall Settings Tab
    • A.3.4.2 Main Build Screen
    • A.3.4.3 Build Settings Screen
    • A.3.4.4 Advanced Build Settings Screen
    • A.3.4.5 Advanced Build Settings Review Screen
  • A.3.5 Component Manager Page
  • A.3.6 Advanced Component Manager Page
  • A.3.7 Update Component Configuration Interface
    • A.3.7.1 Folders_g Update Component Configuration Screen
    • A.3.7.2 PDF Watermark Update Component Configuration Screen
    • A.3.7.3 Content Tracker Update Component Configuration Screen
    • A.3.7.4 Content Tracker Reports Update Component Configuration Screen
    • A.3.7.5 Site Studio Update Component Configuration Screen
    • A.3.7.6 DesktopIntegrationSuite Component Screen
    • A.3.7.7 DesktopTag Configuration Screen
    • A.3.7.8 EmailMetadata Component Screen
• A.4 System Migration Interface
  • A.4.1 Configuration Migration Interface Screens
    • A.4.1.1 Migration Options
    • A.4.1.2 Upload Configuration Bundle Screen
    • A.4.1.3 Configuration Bundles Page
    • A.4.1.4 Configuration Templates Page
    • A.4.1.5 Config Migration Admin Screen
    • A.4.1.6 Content Server Sections
    • A.4.1.7 Preview Screen
    • A.4.1.8 Edit Export Rule Screen
    • A.4.1.9 Latest Action Screen
    • A.4.1.10 Action History Page
  • A.4.2 Archive, Collection, and Batch Interface
    • A.4.2.1 Main Archiver Screen
    • A.4.2.2 Archiver (General Tab)
    • A.4.2.3 Add Archive Screen
    • A.4.2.4 Copy Archive Screen
    • A.4.2.5 Open Archive Collection Screen
    • A.4.2.6 Find Archive Collection Definition File Screen
    • A.4.2.7 Browse To Archiver Collection Screen
    • A.4.2.8 Browse for Proxied Collection Screen
    • A.4.2.9 View Batch Files Screen
    • A.4.2.10 View Exported Content Items Screen
  • A.4.3 Export Interface Screens
    • A.4.3.1 Main Archiver Export Data Screen
    • A.4.3.2 Export Data (Content) Screen
    • A.4.3.3 Edit Export Query (Content) Screen
    • A.4.3.4 Edit Export Options Screen
    • A.4.3.5 Previewing Export Queries (Content) Screen
    • A.4.3.6 Main Archiver Export Screen (Table)
    • A.4.3.7 Add New/Edit Table Screen
    • A.4.3.8 Edit Export Query (Table) Screen
    • A.4.3.9 Content Satisfying the Export Query Screen
    • A.4.3.10 Export Archive Screen
  • A.4.4 Import Interface Screens
    • A.4.4.1 Import Maps Main Screen
    • A.4.4.2 Import Maps (Content) Screen
    • A.4.4.3 Edit Field/Value Maps Screen
    • A.4.4.4 Browse for Fields/Values Screen
    • A.4.4.5 Import Maps (Table) Screen
    • A.4.4.6 Edit Archive Properties on Table Screen
    • A.4.4.7 Edit Import Options (Select Rules) Screen
    • A.4.4.8 Import Archive Screen
  • A.4.5 Replication Interface Screens
    • A.4.5.1 Main Archiver Replication Screen
    • A.4.5.2 Registered Exporter Screen
    • A.4.5.3 Automation (Exporters) Screen
    • A.4.5.4 Automation (Importers) Screen
    • A.4.5.5 Automation (Transfers) Screen
    • A.4.5.6 Automation (Queries) Screen
  • A.4.6 Transfer Interface Screens
    • A.4.6.1 Main Archiver Transfer Screen
    • A.4.6.2 Transfer Options Screen
    • A.4.6.3 Archive Collections Screen
  • A.4.7 Folder Archive Configuration Page
  • A.4.8 Folder Migration Interface Screens
    • A.4.8.1 Folder Migration Screen
    • A.4.8.2 Folders Migration: Excluded Folders Dialog

B Need to Know Component

• B.1 Introduction to Need to Know
  • B.1.1 Features
  • B.1.2 Applications
• B.2 Installing the NTK Component
• B.3 Configuring the NTK Component
• B.4 Using the NTK Component
  • B.4.1 Security Configuration Customization
    • B.4.1.1 Content Security
    • B.4.1.2 Search Results
    • B.4.1.3 Hit List Roles
    • B.4.1.4 WHERE Clause Calculation
    • B.4.1.5 Content Metadata Security
  • B.4.2 Disclosure Query Security Applet
  • B.4.3 Query Syntax
    • B.4.3.1 Like Operator
    • B.4.3.2 Boolean Operators
    • B.4.3.3 UserName Variable
    • B.4.3.4 stdSecurity Variable
    • B.4.3.5 User Attribute Fields
    • B.4.3.6 User Roles
  • B.4.4 Defining a Content-Level Query
• B.5 NTK Administration Interface
  • B.5.1 NTK Configuration Information Page
  • B.5.2 Content Security Configuration Information Page
  • B.5.3 Search Results Configuration Information Page
  • B.5.4 Hit List Roles Configuration Information Page
  • B.5.5 Test NTK Content Security Page
• B.6 Security Customization Samples
  • B.6.1 Content Security Samples
    • B.6.1.1 Simple Idoc Script Function
    • B.6.1.2 Using stdSecurityCheck
    • B.6.1.3 Using isStrIntersect
    • B.6.1.4 Using allStrIntersect
    • B.6.1.5 Using includeNTKReadSecurityScript
  • B.6.2 Search Result Samples
    • B.6.2.1 Disabling Links
    • B.6.2.2 Changing Links
    • B.6.2.3 Changing Images
  • B.6.3 Hit List Roles Samples
    • B.6.3.1 Using the Query Hit List Role
    • B.6.3.2 Creating a Black Hole Check In

C Oracle Fusion Middleware BPEL Component for Content Server

• C.1 Introduction
  • C.1.1 Hardware Requirements
  • C.1.2 Software Requirements
  • C.1.3 Software Distribution
• C.2 Installation
  • C.2.1 Integration Instructions
    • C.2.1.1 Scenario One
    • C.2.1.2 Scenario Two
    • C.2.1.3 Final Steps
  • C.2.2 Enabling the Integration Component
• C.3 Configuring the Integration Component
  • C.3.1 Architecture
    • C.3.1.1 Connection Configuration
  • C.3.2 Process Configurations
    • C.3.2.1 Process Properties
    • C.3.2.2 Payload Mappings
    • C.3.2.3 Preparing BPEL Composites for WebCenter Content Integration
• C.4 Configuring a Workflow in Content Server
  • C.4.1 Configuring a Workflow
  • C.4.2 BPEL Process Information

D Kofax Capture Export Connector to Oracle WebCenter Content

• D.1 Introduction
  • D.1.1 Product Overview
  • D.1.2 Software Requirements
    • D.1.2.1 Compatibility with Oracle WebCenter Content
    • D.1.2.2 Compatibility with Kofax Capture
    • D.1.2.3 Compatibility with Adobe Acrobat Capture
• D.2 Installation
  • D.2.1 Installation Summary
  • D.2.2 Pre-Installation Tasks and Considerations
  • D.2.3 Installing Kofax Capture Export Connector
    • D.2.3.1 Instructions for an Update Installation
    • D.2.3.2 Instructions for a New Installation
  • D.2.4 Configuring Kofax Capture
    • D.2.4.1 Configuring Kofax Capture Client Systems
    • D.2.4.2 Configuring Kofax Capture Client to Use Kofax Capture Export Connector
    • D.2.4.3 Configuring Kofax Capture Export Connector in a Non-Default Directory
• D.3 Using Kofax Capture with Kofax Capture Export Connector - Oracle WebCenter Content
  • D.3.1 Working with Kofax Capture Batch Classes
    • D.3.1.1 Folders
    • D.3.1.2 Field Types
    • D.3.1.3 Setting Up Field Types
    • D.3.1.4 Document Classes
    • D.3.1.5 Setting Up Document Class Index Fields
    • D.3.1.6 Mapped Index Fields
    • D.3.1.7 Form Types
  • D.3.2 Customizing the Release Script
    • D.3.2.1 Accessing the Setup Dialogs
    • D.3.2.2 Using the Index Storage Tab
    • D.3.2.3 Setting Index Values
    • D.3.2.4 Using the Document Storage Tab
    • D.3.2.5 Using the Image Format Tab
    • D.3.2.6 Specifying PDF Settings
    • D.3.2.7 Setting File Type of Released Images
    • D.3.2.8 Selecting Multipage TIFF Output File Types
    • D.3.2.9 Selecting TIFF, JPG, or PCX Output File Types
    • D.3.2.10 Selecting Adobe Acrobat Capture PDF Output File Types
    • D.3.2.11 Specifying Adobe Acrobat Capture PDF Settings
    • D.3.2.12 Using the Server Tab
    • D.3.2.13 Setting URL, User Name, and Password
    • D.3.2.14 Setting Primary/Alternate File Formats
    • D.3.2.15 Setting Workflow Status
    • D.3.2.16 Setting Options for Adobe Acrobat Capture PDF Files With Errors
    • D.3.2.17 Accessing CHECKIN Parameters Editor
  • D.3.3 Mapping Kofax Index Fields to CHECKIN Parameters
    • D.3.3.1 Setting Up Mappings for Required Parameters
    • D.3.3.2 Setting Up Mappings for Optional Parameters
    • D.3.3.3 Setting Up Date and Time Parameters
    • D.3.3.4 Debugging Using LIDebug Parameter
  • D.3.4 Verifying Kofax Capture Installation
    • D.3.4.1 Create a Batch
    • D.3.4.2 Process Batch: Scan Queue
    • D.3.4.3 Process Batch: Validation Queue
    • D.3.4.4 Process Batch: Release Queue
• D.4 User Interface
  • D.4.1 Text Release Setup Page
  • D.4.2 Index Storage Tab
  • D.4.3 Document Storage Tab
  • D.4.4 Image Format Tab
  • D.4.5 Adobe Acrobat Capture Settings
  • D.4.6 Server Tab
• D.5 Using Adobe Acrobat Capture
  • D.5.1 Configuring Adobe Acrobat Capture
    • D.5.1.1 Creating a Watch Directory
    • D.5.1.2 Creating a Workflow
    • D.5.1.3 Creating a TIFF Workflow
    • D.5.1.4 Creating a JPG Workflow
  • D.5.2 Checking In Adobe Acrobat Capture PDF Files
    • D.5.2.1 Setting Up the Computer Running Adobe Acrobat Capture
    • D.5.2.2 Setting Up the Primary/Alternate File Formats
    • D.5.2.3 Setting Up the Image Files Release Directory
• D.6 Setting Global Options
  • D.6.1 About Global Options
  • D.6.2 Salvaging PDF Documents
  • D.6.3 Limiting the Error Check of the Adobe Acrobat Capture Log

Index