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Oracle® Content Database Application Administrator's Guide for Oracle WebCenter Suite
10g (10.1.3.2)

Part Number B32192-01
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3 Oracle Content DB Site-Level and Container-Level Administration

This chapter provides conceptual information for Oracle Content DB Site and Container-level administration. This chapter contains the following topics:

Oracle Content DB Container Administration

A Container is a special kind of folder that can contain other Containers or Libraries. Containers let Oracle Content DB administrators organize the folder hierarchy in a logical way. For example, Containers could be created for geographical regions or by division. Users can see only the Containers to which they have access.

Managing Oracle Content DB Containers

Container Administrators can create, remove, and modify Container properties, such as the name and description.

Only Container Administrators can create and delete Containers. Containers may have default folder configuration settings that are inherited by Libraries created in the Container. In addition, a Container can be configured to allow or to limit Library creation to users and groups with specific privileges. Container Administrators can also enable Library creation requests through a workflow process.

In addition, Containers have Library defaults for categories, workflow, and version creation. By default, these settings are inherited by all Libraries created in the Container. There are no default security settings for Libraries in Containers.

Only a Container Administrator can delete a Container.

Oracle Content DB Security Administration

Security Administrators can add, remove, or modify administrator and user access roles. Only Security Administrators can modify Site and Container access roles. They can also manage the access roles of Libraries, folders, and files within the Container.

Managing Oracle Content DB Administrator Roles

Security Administrators can assign administrative roles to any user in the Site. Each administrative role must be filled by at least one user.

Administration that can be performed only at the Site level is divided into the following roles:

  • Site Administrator

    Can provide the ability to grant public access for specific items and allow Library creation requests for the Site folder. Site Administrators can also specify which user access roles are available, as well as the order in which they appear under the Sharing tab.

  • Role Administrator

    Can rename roles and set role descriptions.

  • User Administrator

    Manages groups and some user preference defaults.

  • Category Administrator

    Creates categories for the Site, defining a hierarchy of categories and subcategories available to Site users; can add additional categories anywhere in this hierarchy; and can add or remove attributes for all categories.

Administration that can be performed at both the Site and Container levels is divided into the following roles:

  • Quota Administrator

    Manages the quota of allocated disk space for Libraries throughout the Site.

  • Configuration Administrator

    Manages all folders and files, as well as configuration settings. Sets the default and actual configuration of the Site, Containers, Libraries, and folders for categories, version creation, and workflow processes.

  • Library Administrator

    Creates and sets the initial configurations and security of Libraries. Can rename and delete libraries, as well as set descriptions. Once the Library is created the Library Administrator cannot update the configuration or security settings.

  • Container Administrator

    Creates and deletes Containers. Enables Library creation requests.

  • Security Administrator

    Manages the security configurations for the Site, Containers, Libraries, folders, and files.

  • Content Administrator

    Manages all Site content; has access to all content in the Site; can unlock files locked by any user; can rename and delete Libraries; and can restore deleted files from the archive.

In addition to administration roles, the following roles can be assigned at the Site and Container levels:

  • Container Viewer

    Views Containers and their properties. Can also request for Library creation if the option is enabled.

  • Library Creator

    Views Container properties and can create Libraries, as well as view Container properties and create Libraries for sub Containers.

Managing Oracle Content DB User Access Roles

Security Administrators can assign access roles to any user in a Library, folder, and file. The following access roles can be assigned to users:

  • Administrator

    • View the properties of a Library, folder, file, or link

    • View the content and category information of a file

    • Add, delete, or modify the category information of a file

    • Update the content of a file that is not version-controlled

    • Rename and update the properties of a Library, file, folder, or link

    • Modify the Library, folder, or file to which a link refers

    • Lock and unlock files

    • Add files to a folder

    • Copy, delete, and move folders and files

    • Create folders

    • Add a version for a version-controlled file

    • Check-in and check-out

    • Add, delete, or modify the security configuration of a Library, folder, or file

    • Update and delete Libraries

    • Add, delete, or modify any configuration category on a folder or file, except for quota

  • Administrative Assistant

    • View the properties of a Library, folder, file, or link

    • Add files to a folder

    • Create folders

    • Add, delete, or modify the security configuration of a folder or file

    • Add, delete, or modify any configuration category on a folder or file, except for quota

    • Modify security settings

  • Approver

    • View the properties of a Library, folder, file, or link

    • View the content and category information of a file

    • Add, delete, or modify the category information of a file

    • Update the content of a file that is not version-controlled

    • Rename and update the properties of a file or folder

    • Modify the Library, folder, or file to which a link refers

    • Lock and unlock files

    • Copy folders and files

  • Author

    • View the properties of a Library, folder, or file

    • View the content and category information of a file

    • Add, delete, or modify the category information of a file

    • Update the content of a file that is not version-controlled

    • Rename and update the properties of a file or folder

    • Modify the Library, folder, or file to which a link refers

    • Lock and unlock files

    • Add files to a folder

    • Copy, delete, and move folders and files

    • Create folders

    • Add a version for a version-controlled file

  • Commentator

    • View the properties of a Library, folder, or file

    • View the content and category information of a file

    • Add, delete, or modify the category information of a file

    • Update the content of a file that is not version-controlled

    • Rename and update the properties of a file or folder

    • Modify the Library, folder, or file to which a link refers

    • Lock and unlock files

    • Copy folders and files

  • Content Editor

    • View the properties of a Library, folder, or file

    • View the content and category information of a file

    • Add, delete, or modify the category information of a file

    • Update the content of a file that is not version-controlled

    • Rename and update the properties of a file or folder

    • Modify the Library, folder, or file to which a link refers

    • Lock and unlock files

    • Add files to a folder

    • Copy folders and files

    • Create folders

    • Add a version for a version-controlled file

  • Custodian

    • View the properties of a Library, folder, or file

    • View the category information of a file

    • Add, delete, or modify the category information of a file

    • Rename and update the properties of a file or folder

    • Modify the Library, folder, or file to which a link refers

    • Lock and unlock files

    • Add files to a folder

    • Copy, delete, and move folders and files

    • Create folders

  • Discoverer

    • View the properties of a Library, folder, or file

  • Limited Author

    • View the properties of a Library, folder, or file

    • View the content and category information of a file

    • Add, delete, or modify the category information of a file

    • Update the content of a file that is not version-controlled

    • Rename and update the properties of a file or folder

    • Modify the Library, folder, or file to which a link refers

    • Lock and unlock files

    • Add files to a folder

    • Create folders

    • Add a version for a version-controlled file

    • Copy folders and files

  • Manager

    • View the properties of a Library, folder, or file

    • Add files to a folder

    • Create folders

    • Add, delete, or modify the security configuration of a folder, or file

  • Organizer

    • View the properties of a Library, folder, or file

    • Add, delete, modify, and view the category information of a file

    • Update the content of a file that is not version-controlled

    • Rename and update the properties of a file or folder

    • Modify the Library, folder, or file to which a link refers

    • Lock and unlock files

    • Copy, delete, and move folders and files

  • Reader

    • View the properties of a Library, folder, or file

    • View the content and category information of a file

    • Copy folders and files

  • Reviewer

    • View the properties of a Library, folder, or file

    • View the content and category information of a file

    • Copy folders and files

Oracle Content DB Library Administration

Libraries are the first level in the Oracle Content DB folder hierarchy where content is added. Members must be added to a Library, and a Library is visible only to Site and Container level administrators and members of the Library.

Library Administrators can create and delete Libraries, but they cannot change the configuration settings of the Library after it has been created. Library Administrators can also move Libraries if they have Container Administrator privileges in the target Site or Container. In addition, Library Administrators can rename and set Library descriptions.

Oracle Content DB Configuration Administrator

Configuration Administrators set all the default actions for Libraries, including version creation, categories, and workflow. They can also modify any existing Library or folder settings to which they have access. In addition, Configuration Administrators set all the defaults for folders and documents within a Library.

Managing Workflow Processes

An Oracle Content DB workflow process defines a set of operations to be executed before or after a particular workflow-enabled action occurs.

A workflow process is triggered as soon as a workflow operation occurs in the target (destination) folder. For example, if the Delete operation is controlled by a workflow process, the workflow process starts automatically when a user deletes an item in the folder.

Oracle Content DB uses Oracle Workflow to manage workflow processes. Oracle Workflow is configured and integrated with Oracle Content DB during Oracle Content DB configuration.

Oracle Content DB comes with two default workflow processes:

  • Parallel vote: All approvers review the submitted files or request at the same time. The number of approvals or rejections for a completed approval or rejection is set in the Workflow tab of the folder or Library Properties window.

  • Serial approval: Each approver reviews the submitted files or request in turn, one approver at a time. All reviewers must approve the request to complete the approval process; a single rejection ends the review process, and results in the request being rejected.

Custom workflows can be created in Oracle BPEL Process Manager, an Oracle product that provides a framework for designing, deploying, monitoring, and administering processes based on BPEL standards.

Custom workflows can be blocking or nonblocking. A blocking workflow is one that requires an action for it to complete. For example, you can create a blocking workflow to handle document approval for publication: action on the part of the approvers is required before a document is published. An example of a nonblocking workflow is one that handles sending out notifications for published documents; in this case, a document can be published without waiting for the notifications to be sent.

Setting Oracle Content DB Library Defaults

Configuration Administrators can set the following default actions for a Library:

  • Version creation

    • Set the version model (Automatic, Manual, or No Versioning)

    • Set the maximum number of versions to retain

    • Enable automatic version labeling and select label format

    • Disallow version model selections to be modified

  • Categories

    • Select which categories are available

    • Select defaults for all categories available in the system, such as whether a category must be associated with all content, or whether a particular attribute should be required

    • Disallow category selections to be modified

  • Workflow process

    • Select which operations are controlled by workflow processes

    • Select the workflow process used to control each workflow-controlled operation

    • Specify if a workflow requires approval

    • Add and remove approvers

    • Enable automatic approval of requests sent by approvers

    • Set the number of approvals required to approve

    • Set the number of rejections required to reject

    • Disallow workflow selections to be modified

Oracle Content DB Content Administration

Content Administrators manage all content within a Site. They have access to and can perform various file operations on all Site content. Content Administrators have access to all Libraries, with all permissions except for the ability to set or configure security. Content Administrators can delete Libraries, as well as manage the archive, and can perform various operations on files within the archive.

In addition, Content Administrators can view properties of a Site or Container, depending on whether or not they have Site-level or Container-level access.

Managing Oracle Content DB Content

Content Administrators manage and have access to all content in the Site. Content Administrators can perform the following file operations:

  • Lock and unlock files

  • Set and view content

  • Set and view categories

  • Add version-controlled files

  • Delete Libraries

  • Create, copy, and delete folders and files

  • Modify Library, folder, and file names and descriptions

  • Move files to and from various folders within the Site

    Content Administrators can also set virus scanning to detect and repair infected files, if antivirus integration has been enabled by the system administrator.

Managing the Oracle Content DB Archive

Content Administrators manage and have access to all content within the archive. In addition, Content Administrators can restore and remove files from the archive. However, Content Administrators cannot change the security settings of content in the archive.

Oracle Content DB Quota Administration

Quota is the measurement of storage usage in Oracle Content DB. Each Library is allocated a quota by the Quota Administrator. The contents of each Library and Trash folder count against the Library's allocated quota. When the Library's quota is exceeded, Library members cannot store additional content in the Library.

The Quota Administrator can modify the quota of any Library. Approving a quota request automatically changes the quota for the Library.

Quota Administrators can view and change quota through the Library Properties page. Quota Administrators can also browse or search for a Library by name. The Quota Administrator can view the allocated and used quota and change the allocated quota for any Library.

Quota Administrators can view files, folders, and the configuration of all Libraries, but they do not have access to the content.

Managing Oracle Content DB Library Quota

Quota Administrators manage all the quota within the Site, and can perform the following tasks:

  • Search for Libraries within a Site

  • View the consumed quota for the Site

  • Assign the default quota for all newly created Libraries within the Site

  • Approve requests for additional Library quota

  • Modify allocated Library quota

Other Oracle Content DB Roles

In addition to administration roles, there are two additional roles that can be assigned at the Site and Container levels: Container Viewer and Library Creator.

Container Viewers can view Containers and their properties. All users are assigned the Container Viewer role on the Site folder.

Library Creators can view Container properties and can create Libraries at the Site or Container level.

These roles can be accessed without being in Administration Mode.