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Oracle Files Administration Guide
9.0.3

Part Number A97358-01
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2
Oracle Files Overview and Administration

Oracle Files is a hosted content management application that supports user collaboration and file sharing. Oracle Files provides a sophisticated, Web-based user interface that enables users to easily share files of any kind with others in a workspace or across an enterprise. This chapter provides an overview of Oracle Files features and administrative functions. Topics include:

Oracle Files Concepts and Features

Oracle Files is part of the Oracle Collaboration Suite. Oracle Files includes the following features:

Three Levels of Administration

In Oracle Files, a Subscriber is an organizational entity where users collaborate. Each Subscriber has its own Subscriber Administrator.

Workspaces

A workspace is where a selected group of Oracle Files users store and collaborate on files and folders. The content of a workspace is visible and editable only by its members. A workspace includes at least one administrator, and can include participants and viewers.

Workspace Access Levels

Workspace Quota

Each workspace is allocated a quota. The contents of each workspace, including its Public folder and Trash folder, count against the workspace's allocated quota. Exceeding the workspace's quota prevents the workspace members from storing additional content into the workspace. The workspace's administrators can, however, request that the Subscriber Administrator increase the workspace's quota.

For detailed information, see "Workspace Management" in the Online Help for Oracle Files.

File Management

Each user has a My Public Files folder where he or she can store files, viewable by all Subscriber users.

Each user has a My Private Files folder where only he or she can access, store, and view files.

For detailed information, see "File Management" in the Online Help for Oracle Files.

Searching

Users can conduct simple or advanced searches. Advanced searching lets users refine and combine search criteria. In addition, as part of the Oracle Collaboration Suite, users can use the Collaboration Suite Search, an application that lets users search any and all configured applications in the Oracle Collaboration Suite.

For detailed information, see "Search Options" in the Online Help for Oracle Files.

Categories

By associating categories with files or folders and modifying the attributes of a category, users can organize and classify their information. Users can also search for files by category.

For detailed information, see "Categories" in the Online Help for Oracle Files.

Versioning

Users can retain a history of file modifications by creating and saving one or more snapshots of a file.

For detailed information, see "Versioning" in the Online Help for Oracle Files.

Review Process

Users can submit files for review, and select users to approve, reject, or just review these files.

The backbone of a review process in Oracle Files is Oracle Workflow. Using a review process, any workspace member can submit for review one or more files from their workspace to other members of their workspace. A review process ends in the approval or rejection of these files, or can expire or be cancelled prior to their approval or rejection. Members can either be Approvers or Reviewers of a review process:

When you complete the Review Process, the initiator is notified of the approval or rejection of the Review Process.

For detailed information, see "Review Processes and Workflow" in the Online Help for Oracle Files.

Trash

Files deleted in Private and Public folders are moved to Personal Trash. Files deleted in workspaces are moved to a corresponding Trash folder. A user can request to restore files that have been emptied from their trash.

For detailed information, see "File Management" in the Online Help for Oracle Files.

Edit-in-Place

Using Microsoft Web Folders, a user can open and edit an Oracle Files workspace file and save his or her changes directly back to Oracle Files. When a user opens a workspace file from Microsoft Web Folders to edit in Microsoft Office, the file is automatically locked in Oracle Files. Any changes made to the file are automatically saved back to Oracle Files. When the user closes the file in Microsoft Office, the file is automatically unlocked in Oracle Files.

For detailed information, see "File Management" in the Online Help for Oracle Files.

Oracle FileSync

Oracle FileSync synchronizes all file changes between a local machine and Oracle Files, ensuring that the contents of selected local folders and remote folders match.

For detailed information, see the Oracle Files "FAQ" in the Online Help for Oracle Files.

Oracle Files Administrative Roles and Tasks

There are three administrative roles in Oracle Files:

Depending on the role, different tasks are performed using tools specifically for the task at hand.

If you are a: Your responsibilities include: Consult these sources (chapters in this Guide, unless designated otherwise:

System Administrator

Installation and configuration of Oracle Files

Management of the Oracle Files domain, nodes, services, and servers.

Oracle Collaboration Suite Installation Guide

Chapter 3, "Administration Tools Overview"

Chapter 4, "Basic Administrative Operations"

Chapter 5, "Maintenance and Tuning"

Chapter 6, "Oracle Internet Directory and Credential Management"

Chapter 7, "Troubleshooting"

Site Administrator

Addition, deletion, and management of subscribers.

Chapter 2, "Oracle Files Overview and Administration"

Chapter 6, "Oracle Internet Directory and Credential Management"

Subscriber Administrator

Management of users, quotas, categories, subscriber settings, and content.

Chapter 2, "Oracle Files Overview and Administration"

Chapter 3, "Administration Tools Overview"

Chapter 6, "Oracle Internet Directory and Credential Management"

Chapter 7, "Troubleshooting"

System Administrator

The System Administrator plays an important role: installation and configuration of Oracle Files, management of the Oracle Files domain, system tuning, and troubleshooting. Each of these tasks is the subject of a chapter in this guide:

Task: Consult:

Installation

Oracle Collaboration Suite Installation Guide

Configuration

Oracle Collaboration Suite Installation Guide

Chapter 3, "Administration Tools Overview"

Chapter 6, "Oracle Internet Directory and Credential Management"

Domain management

Chapter 1, "Oracle Files Concepts"

Chapter 3, "Administration Tools Overview"

Chapter 4, "Basic Administrative Operations"

System tuning

Chapter 5, "Maintenance and Tuning"

Troubleshooting

Chapter 7, "Troubleshooting"

Reference

Appendix A, "Oracle Text Reference"

Appendix B, "Service Configuration Reference"

Appendix C, "Server Configuration Properties"

Appendix D, "Migrating Data to Oracle Files"

Appendix E, "Oracle Files SQL View Reference"

Appendix F, "FTP Quote Command Reference"

Appendix G, "Globalization Support"

Oracle Enterprise Manager Website (see Chapter 4, Basic Administrative Operations) provides access to basic Oracle Files process management and monitoring functions, such as starting and stopping the domain, nodes, services, and servers. This tool also allows administrators to monitor and dynamically tune the domain's nodes, services, and servers.

After installing and initially configuring Oracle Files, you can monitor document storage, session usage, and memory usage so you can adjust service and server parameters to maintain optimum performance. For example, if the storage space consumed by users is approaching the quota allocated, you might want to take steps to add storage or reduce the number of documents stored. You can use the Server Configurations page to create a new server. You can use the Domain Performance & Statistics pages to monitor the domain and obtain an overall usage summary for the domain.

Skills Required to Administer Oracle Files

System administrators should have the following skills:

Site Administrator

The Site Administrator can manage one or more Subscribers. A Subscriber is a discrete organizational entity where users can collaborate on files and folders. Users in one Subscriber do not have access to the content of users in another Subscriber. The Site Administrator creates, modifies, and deletes Subscribers.

Subscribers are created through Oracle Files integration with Oracle Internet Directory; the System Administrator can check Oracle Internet Directory for new Subscribers. The System Administrator can select one or more Subscribers from Oracle Internet Directory for Oracle Files.

Site Administrators are expected to use Single Sign On for Oracle Files. Therefore, Site Administrators are limited to the default Subscriber when creating Subscribers. The Site Administrator and the Subscriber Administrator log on to Oracle Files through the Administration Logon Page.

Should Site Administrators want to disable Single Sign On, see "Site Administration" in the Online Help for Oracle Files.

General Tasks

The primary role of the Site Administrator is to manage Subscribers. The following list covers the primary tasks involved in managing Subscribers.

For detailed information, see "Site Administration" in the Online Help for Oracle Files.

Creating, Modifying, and Deleting Subscribers

After the Credential Manager Configuration Assistant tool is used to create a new Oracle Files domain, you can configure Oracle Internet Directory Subscribers for Oracle Files so that they may be created in Oracle Files.

In addition, since the use of Single Sign On is expected, only the default Subscriber should be created in Oracle Files

Enabling and Disabling Subscribers

Using the Oracle Files wizards, the Site Administrator can enable or disable a Subscriber.

For more information about Subscribers, see the Subscriber Administrator task.

Notification and Archive Settings

The Site Administrator can specify notification and archive settings, including when a Site Administrator is notified of a Subscriber's expiration date, or the period in which archived files remain in the archive.

Emailing a Subscriber

The Site Administrator can e-mail a Subscriber Administrator. The Site Administrator, for instance, may want to contact a Subscriber Administrator about a Subscriber's expiration date.

Viewing Subscriber Statistics

The Subscriber Statistics page in Oracle Files is divided into two sections: Subscriber Information and User and Workspace Information. Both sections provide statistical information about their respective areas; for instance, the total space consumed by the Subscriber and the total space consumed by Workspaces.

Resetting a Subscriber Administrator Password

The Site Administrator can reset a Subscriber Administrator's password.

Subscriber Administrator

In Oracle Files, a Subscriber is an organizational entity where users can collaborate on files and folders. Each Subscriber has its own Subscriber Administrator. The Subscriber Administrator, an enhanced user, administrates the Subscriber by managing quota, users, and categories; specifying Subscriber settings; and restoring files, folders, and Workspaces.

For detailed information, see "Subscriber Administration" in the Online Help for Oracle Files.

Setting Defaults

One of the critical roles of the Subscriber Administrator is specifying default settings for users. The following list summarizes tasks regarding default settings.

For detailed information, see "Subscriber Administration" in the Online Help for Oracle Files.

Specifying Default User Settings

The Subscriber Administrator can specify default settings for all Subscriber users; for instance, whether their Public folder should by default be enabled or disabled.

Specifying Notification Settings

The Subscriber Administrator can specify the number of days prior to a user's expiration date that the Subscriber Administrator is notified of the user's expiration.

Specifying Default Quota Settings

The Subscriber Administrator can specify the default quota of each new user and Workspace.

Specifying Default Public Folder Settings

The Subscriber Administrator can specify user and Workspace folder settings, such as whether the Public folder is enabled or disabled.

Specifying Default Language Settings

The Subscriber Administrator can specify the default display language, document language, document character set, and time zone of a Subscriber.

Subscriber Information Tasks

Oracle Files provides two mechanisms for information: Subscriber statistics and communication with the Site Administrator.

For detailed information, see "Subscriber Administration" in the Online Help for Oracle Files.

Viewing Subscriber Statistics

The Subscriber Administrator can view detailed information about the Subscriber.

Requesting to Modify Subscriber's Settings:

The Subscriber Administrator can submit a request to the Site Administrator to extend or modify a Subscriber's settings. For example, the Subscriber Administrator can request to increase the Subscriber quota.

Contacting the Site Administrator

The Subscriber Administrator can e-mail the Site Administrator regarding Subscriber-related issues.

User Management Tasks

The Subscriber Administrator manages users in the Subscriber. This might entail, for instance, the creation or deletion of users.

For detailed information, see "Subscriber Administration" in the Online Help for Oracle Files.

Creating a New User

Users must be created in Oracle Internet Directory, not through Oracle Files.

Emailing Users

The Subscriber Administrator can e-mail users in his or her Subscriber.

Modifying User Information

A User Information page exists for each user in the Subscriber, where the Subscriber Administrator can modify the user's information and settings.

Updating User Quota

The Subscriber Administrator can grant users quota increases upon request.

Enabling and Disabling Users

The Subscriber Administrator can enable and disable users. Disabled users cannot access Oracle Files; enabled users can access Oracle Files.

Deleting Users

The Subscriber Administrator can delete any user who has been deleted from Oracle Internet Directory, but only one at a time, and only when the user is unsubscribed from all Workspaces.

Category Management Tasks

The Subscriber Administrator creates, modifies, or deletes categories. Categories are a way for users to classify and manage content. When implemented and associated with content, categories can be used as search criteria.

Oracle Files provides a wizard to create, another to modify, and another to delete a category.

For detailed information, see "Subscriber Administration" in the Online Help for Oracle Files.

Trash Management Tasks

Trash is a collection of folders that contain deleted files and folders. Subscriber Administrators can view, copy, move, delete, and empty the contents of Trash generated by users and by Workspaces.

For detailed information, see "Subscriber Administration" in the Online Help for Oracle Files.

Archival File and Folder Management Tasks

Files and folders that are deleted from Trash are moved to the Archive. The Subscriber Administrator is responsible for handling file archival functions; that is, restoring deleted files and folders.

For detailed information, see "Subscriber Administration" in the Online Help for Oracle Files.

Recovering a File at a User's Request

The Subscriber Administrator can restore a file or folder, deleted from Trash, at the e-mail request of a user.

Restoring a File or Folder from the Archive

The Subscriber Administrator can restore four types of items that users empty or delete from Trash:

Workspace and File Management Tasks

The Subscriber Administrator is able to access Workspaces in the Subscriber to administer and to take advantage of the content management capabilities of Oracle Files.

For detailed information, see "Subscriber Administration" in the Online Help for Oracle Files.

Working with Workspaces

Although the Subscriber Administrator cannot be a member of a Workspace, as an enhanced user the Subscriber Administrator has full administrative access to the files and folders in every Workspace.

Updating Workspace Quota

The Subscriber Administrator can update Workspace quotas in response to a Workspace Administrator's e-mail requests.

Locking and Unlocking Files

A Subscriber Administrator can lock and unlock files in any Workspace.

Client Access Paths and Software

Once Oracle Files has been configured and is running successfully, administrators should create user accounts and groups, and set up a directory structure under mount points that are appropriate for the working environment.

Client Access Paths

With an account name and password, users--developers, administrators, or regular end-users--can access Oracle Files using the client tool of their choice. Web users can use a Web browser for HTTP or FTP access; Windows users can map drives or use WebDAV; Macintosh users can use the Chooser to mount AFP (AppleTalk Filing Protocol) protocol server. Table 2-1 lists some of the supported client platforms, access methods, and protocols supported. See the Oracle Files Release Notes for complete client certification information.

Table 2-1 Client Platforms and Protocol Support
Client Platform Protocols Supported Access Using

Windows

FTP, HTTP, SMB, WebDAV

Browser, Windows Explorer, FileSync utility

Macintosh

AFP, FTP, HTTP, WebDAV (Mac OS 10)

Macintosh Chooser (MacOS 9.x); Macintosh Go... Menu (Mac OSX)

Unix

FTP, NFS

mount, link commands

Red Hat Linux Adv. Server 2.1

FTP, NFS

mount

This section provides some additional information about client access to Oracle Files.

AppleTalk Filing Protocol (AFP) for Mac Clients

Oracle Files includes an AFP 2.2-compliant AppleTalk Filing Protocol (AFP) server. MacOS 9 and MacOS X clients can use the AFP Server just as if it were an AppleShare server. The steps users must take to connect to the AFP server depend on the MacOS on the client. MacOS 9 clients use the Chooser, while MacOS X clients use the Go...menu from the desktop, as detailed below.

From MacOS 9.x Clients

From MacOS 9.x clients, follow these steps:

  1. Select Chooser...from the Apple menu. AppleShare servers, printers, and other resources display.
  2. Click on the AppleShare icon. AppleShare servers display in the right pane.
  3. Click the Server IP Address... button in the lower portion of the dialog. A subsequent dialog displays.
  4. Enter the IP address of the Oracle Files machine running AFP Server.

The AppleShare icon displays on the client desktop.

From MacOS X Clients

In MacOS X, the Chooser doesn't exist. Clients should connect using the new Go... menu, as follows:

  1. Select Go...from the menu.
  2. Select Connect to Server.... A dialog box displays.
  3. Enter the address of the Oracle Files machine running AFP Server as a URL, as follows:
    afp://machine-name
    
    

The AppleShare icon displays on the client desktop.

HTTP (Web Browser) and WebDAV Access

HTTP, WebDAV, and FileSync access to Oracle Files is as follows:

Server Platform URL

UNIX

http://<server-name>:7778/files/content

Windows NT/2000

http://<server-name>:7778/files/content

Note: Port number may vary depending on whether or not webcache is configured.

The URL is required for access from:

NFS (Network File System) Protocol

Oracle Files provides an NFS protocol server that is certified for use with several NFS clients, including:

If the Oracle Files NFS server has been configured as the primary NFS server, then UNIX clients (Solaris 7, Solaris 8, and Red Hat Linux Adv. Server 2.1) can access the server using the standard NFS mount command, as shown in Table 2-2.

Table 2-2 Mount NFS Server (Configured as Primary NFS Server)
Syntax Example

mount <host>:<pathname> <mount_point>

mount ifsserver:home /data/ifs

If the Oracle Files NFS server is configured as the secondary NFS server, or if the Oracle Files NFS server is not on the standard port number, Solaris clients must specify the 'public' option and Linux clients must specify the mount port, as described in Solaris 7 and Solaris 8 Clients and Red Hat Linux Adv. Server 2.1 Clients.

Other caveats apply to Hummingbird Maestro clients, as detailed in "Linking an NFS Directory Using the NFS Maestro Network Access Tool".

In addition, given the nature of the NFS protocol itself, users should be aware of some NFS Server Limitations.

NFS Server Limitations

Permission mode bits used by native UNIX NFS are not used by the Oracle Files NFS protocol server. Instead, as it does with its other protocol servers, Oracle Files NFS uses ACLs (access control lists) to control access. That means that displaying the permission mode bits from an NFS client is meaningless.

The Oracle Files NFS server also does not support:

NFS clients cannot access the checked-out version of a versioned document. To avoid potential conflicts, the Oracle Files NFS server does not allow access by NFS clients to the checked-out version of a versioned document.

Versioned documents cannot be deleted, moved, or renamed. Some applications, including Microsoft Office applications, save files by first saving the data to a temporary file, deleting the original file, and then renaming the temporary file to the original name. If a document is versioned, this would result in the loss of previous versions.

Solaris 7 and Solaris 8 Clients

If the Oracle Files NFS server is running as the primary NFS server on the host, users can enter the standard mount command as shown in Table 2-2. If the Oracle Files NFS server is the secondary NFS server on the host, you must explicitly include the port number in the mount command:

mount nfs://<host>:<portno>/home /data/ifs

For example, mount nfs://ifsserver:4049/<pathname> <mount_point>

Alternatively, you can enter:

mount -o port=<portno>, public <host>:<pathname> <mount_point>

For example, mount -o port=4049, public ifsserver:home /data/ifs

Red Hat Linux Adv. Server 2.1 Clients

If the Oracle Files NFS server is running as the primary NFS server on the host, users can enter the standard mount command as shown in Table 2-2. If the Oracle Files NFS server is the secondary NFS server on the host, you must explicitly include the port number in the mount command, as shown below:

mount -o port=<portno>,mountport=<portno1> <host>:<pathname> <mountpoint>

For example, mount -o port=4049, mountport=4048 ifsserver:home /data/ifs

Windows Clients

While client access to NFS is available on all UNIX operating systems, Windows systems require additional client software. Hummingbird Maestro NFS is one such client certified for use with Oracle Files NFS Server.

See the Oracle Files Release Notes for other supported NFS client applications and version numbers.


Note:

Enter the fully-qualified hostname (hostname.yourcompany.com) in the Windows client network configuration for the NFS client. Move the NFS client to the top of the list (network access in Network control panel, if you have more than one NFS client installed) to ensure that its driver is used for the connection.


Linking an NFS Directory Using the NFS Maestro Network Access Tool

Before using the Hummingbird NFS Maestro client to access the Oracle Files NFS server, you should check that the NFS Maestro client is properly configured.

  1. From the NFS Maestro folder, start the NFS Network Access tool. The NFS Network Access dialog displays.
  2. Enter the host name of the Oracle Files NFS server and the pathname in the Network Path field using this format:
    \\<hostname>\<pathname>
    
    
  3. In the Authentication Details area, enter the UNIX username and password for accessing the Oracle Files NFS server. Select System/UNIX Authentication as the Authentication Protocol.
  4. Set the Miscellaneous values:
    • DOS-style sharing: De-select DOS-style file sharing unless you have the HCLNFSD daemon running on the NFS server machine. HCLNFSD is required for DOS-style file sharing; If the HCLNFSD daemon is not running on the NFS server, response times in accessing files will be unacceptable.
    • UNIX lock manager: De-select UNIX lock manager if it's checked. The Oracle Files NFS server is not compatible with the UNIX lock manager.
    • CD-ROM: De-select this box if it's selected. (Used for CD-ROM or other read-only file system.)
  5. Select the Advanced button to display the Advanced Connection Properties dialog.
  6. Select Preserve Case for Filename Case.
  7. If the Oracle Files NFS server is running as a secondary NFS server, change the NFS Port number from the standard port (2049) to the alternate port number that the Oracle Files NFS server is using.
  8. To use TCP instead of UDP for connection to the NFS server, select the Use TCP box. (TCP uses the standard NFS port 2049. Do not select this box if the Oracle Files NFS server is running on an alternate port.)
Linking an NFS Directory Using the Command Line

If the Oracle Files NFS server is the primary NFS server on the host, you can mount Oracle Files using the Maestro command-line syntax, as follows:

nfs link <drive>: \\<host>\<pathname> <username>

For example, nfs link n: \\ifsserver\home scott. If the Oracle Files NFS server is the secondary NFS server on the host, you must specify the Oracle Files NFS server port number in the command line, as follows:

    nfs link <drive>: \\<host>\<pathname> <username> /n:4049 

For example, nfs link n: \\ifsserver\home scott /n:4049.

The nfs link command uses the default values configured for the NFS Maestro Client, unless you specify options listed in Table 2-3.

Table 2-3 Maestro Command Line Options
Option Meaning Usage Note

/L:s

Use DOS-style sharing,

Requires that the hclnfsd daemon run on the server.

/L:

Disables locking.

Use this parameter if the server does not have hclnsfd daemon running.

/M:p

Preserve case of filenames

/A:u

Use System/UNIX authentication

Always use this setting.

/T

Use a TCP connection instead of a UDP connection (optional).

TCP connections always use port 2049. Do not use this option unless the Oracle Files NFS server is running port 2049 (the default).

Common problems are often due to incorrect port numbers. If the hclnfsd daemon is not running on the server, be sure that DOS-style locking and sharing is disabled on the client.

Maestro Error Messages

Table 2-4 lists some common error messages and other Maestro client problems.

Table 2-4 Maestro Client or Server Error Messages or Problem Symptoms
Problem Corrective Action

"Access denied by server" message

Check that the correct port number is being used for the Oracle Files NFS server. Note: A TCP connection will always use the standard NFS port (2049). Do not use this option if the Oracle Files NFS server is running on an alternate port.

"Authorization Error" message

The username and password may have been specified incorrectly. Make sure that a UNIX username and password which are valid on the authentication server are specified.

"Bad Network Name" message

Verify that the host name and pathname are correctly specified. If they are, then use the NFS Maestro Rpcinfo tool and verify that the NFS server (process number 100003) is running on the host.

Maestro client appears to hang

Verify that the hclnfsd daemon is running on the server machine. If it's not, either start the daemon (if possible), or verify that DOS-style sharing UNIX lock manager have been de-selected in the Maestro client settings. For the Maestro command line, be sure to specify '/L:' on the command line when linking to disable locking. (You can check all current mapped drives by using Maestro's nfs use command.).

"Network Timeout or HCLNFSD/PCNFSD not running on Host" message

Verify that the default authentication server has been correctly configured in the NFS client. Verify that the hclnfsd daemon is running. Perform the verifications listed for the "Bad Network Name" message.

nfs link command hangs

Verify that the correct host name and port number are specified and that the Oracle Files NFS server is running.

"NFS service not responding" error message

Verify that the correct host name and port number are specified and that the Oracle Files NFS server is running.

"Permission denied" error message

Verify that the host name and pathname are correctly specified. Verify that the port is correctly specified for the Oracle Files NFS server.

Oracle FileSync Client Software

In addition to using the networking protocols or client applications native to the Windows operating system, Windows users can install and use Oracle FileSync to keep local directories on a desktop machine and folders in Oracle Files synchronized.

Installing Oracle FileSync

Oracle FileSync is Windows client software that enables users to keep files synchronized between their local machine and Oracle Files. To install FileSync, users should follow these steps:

  1. Save and exit all Windows applications.
    • If you have a previous release of Oracle FileSync software installed, be sure to first uninstall it by using the Add/Remove Programs control panel.
  2. Log in to Oracle Files and navigate to: AllPublic/Users/Users-S/system-data/downloads
  3. Double-click FileSync.exe to run the installation program.
  4. Follow the instructions and accept the defaults. The application will be installed in the Windows client machine in the directory:
    c:\Program Files\Oracle\Oracle 9iFS FileSync 
    
    
  5. To start the FileSync application, select Oracle FileSync from the Windows Start -> Programs menu.