Contents

Title and Copyright Information

Preface

• Audience
• Document Organization
• Documentation Accessibility
• Related Documents
• Conventions

What's New

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

1 Introduction to Oracle Content Server Administration

• 1.1 Understanding Oracle Universal Content Management and Oracle Content Server
• 1.2 Administrative Accounts and Responsibilities
• 1.3 Oracle 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
• 1.4 Oracle Content Server Administration Utilities and Applets
  • 1.4.1 Administration Interfaces
    • 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 Tray
  • 1.4.3 Admin Applets Page
• 1.5 Launching Oracle Content Server Administration Applications
  • 1.5.1 Running Administration Applications as Applets
  • 1.5.2 Running Administration Applications in Standalone Mode
    • 1.5.2.1 Configuring System Database Provider for Standalone Mode
    • 1.5.2.2 Configuring External Database Provider for Standalone Mode
    • 1.5.2.3 Configuring JDBC Database Drivers for Standalone Mode
    • 1.5.2.4 Running a Standalone Application on Windows Systems
    • 1.5.2.5 Running a Standalone Application on UNIX Systems

2 Using Oracle Fusion Middleware Control to Manage Oracle UCM Content Server

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

3 Managing System Settings and Processes

• 3.1 Configuring System Properties
  • 3.1.1 About System Properties
  • 3.1.2 Configuring General Options
    • 3.1.2.1 Revision Label Sequence
    • 3.1.2.2 Revision Label Ranges
    • 3.1.2.3 Revision Examples
    • 3.1.2.4 Revision Configuration Settings
    • 3.1.2.5 Chunking Function
    • 3.1.2.6 Configuring the Chunking Function
  • 3.1.3 Configuring Content Security
  • 3.1.4 Configuring Internet Information
  • 3.1.5 Configuring the Database
    • 3.1.5.1 Configuring Database Driver Settings for Standalone Applications
    • 3.1.5.2 Configuring IBM DB2 Database Searches in Content Server
  • 3.1.6 Configuring Content Server
  • 3.1.7 Configuring Locales
    • 3.1.7.1 Date Format
    • 3.1.7.2 Interface Language
  • 3.1.8 Configuring Paths
• 3.2 Managing Content Server with the Admin Server
  • 3.2.1 About the Admin Server
  • 3.2.2 Viewing Server Output
• 3.3 Starting, Stopping, and Restarting Content Server
  • 3.3.1 Starting Content Server
    • 3.3.1.1 Starting Content Server with Oracle WebLogic Server
    • 3.3.1.2 Starting Content Server with Oracle WebLogic Scripting Tool Commands
    • 3.3.1.3 Starting Content Server with Fusion MIddleware Control
  • 3.3.2 Stopping Content Server
    • 3.3.2.1 Stopping Content Server with Oracle WebLogic Server
    • 3.3.2.2 Stopping Content Server with Oracle WebLogic Scripting Tool Commands
    • 3.3.2.3 Stopping Content Server with Fusion MIddleware Control
  • 3.3.3 Restarting Content Server
    • 3.3.3.1 Restarting Content Server with Oracle WebLogic Server
    • 3.3.3.2 Restarting Content Server with Oracle WebLogic Scripting Tool Commands
    • 3.3.3.3 Restarting Content Server with Fusion MIddleware Control
• 3.4 Configuring the Search Index
  • 3.4.1 Variances in Indexing Tools and Methods
  • 3.4.2 Working with the Search Index
    • 3.4.2.1 About the Search Index
    • 3.4.2.2 Updating the Search Index
    • 3.4.2.3 Rebuilding the Collection
    • 3.4.2.4 Configuring the Update or Rebuild
    • 3.4.2.5 Disabling Full-Text Indexing
  • 3.4.3 Text File Full-Text Indexing
  • 3.4.4 Managing Zone Text Fields
    • 3.4.4.1 About Zone Text Fields
    • 3.4.4.2 Enabling and Disabling Zone Text Fields
    • 3.4.4.3 Changing the MinTextFullFieldLength Variable
    • 3.4.4.4 Disabling Database Search Contains Operator
  • 3.4.5 Indexing with Databases
    • 3.4.5.1 Database-Supported File Formats
  • 3.4.6 Searching Content Using the Oracle Query Optimizer Component
    • 3.4.6.1 About The Oracle Query Optimizer Component
    • 3.4.6.2 Query Optimization Process
    • 3.4.6.3 How Reformatted Queries Optimize Searches
    • 3.4.6.4 Types of Recognized Hints
    • 3.4.6.5 Query Hints Syntax
    • 3.4.6.6 Additional Supported Sort Constructs
    • 3.4.6.7 The Hint Rules Table
    • 3.4.6.8 Hint Rules Table Column Descriptions
    • 3.4.6.9 Hint Rule Editor
    • 3.4.6.10 The Hint Cache
    • 3.4.6.11 Using Hint Rules
    • 3.4.6.12 Using the Query Converter
    • 3.4.6.13 Updating the Hint Cache
• 3.5 Configuring a File Store System
  • 3.5.1 Introduction to File Store Provider
    • 3.5.1.1 Data Management
    • 3.5.1.2 File Store Provider Features
  • 3.5.2 Configuring File Store Provider
    • 3.5.2.1 Using Standard Content Server Variables
    • 3.5.2.2 Working with File Store Provider
    • 3.5.2.3 Understanding File Store Provider Storage Principles
  • 3.5.3 File Store Provider Resource Tables
    • 3.5.3.1 PartitionList Table
    • 3.5.3.2 StorageRules Table
    • 3.5.3.3 PathMetaData Table
    • 3.5.3.4 PathConstruction Table
    • 3.5.3.5 FileSystemFileStoreAlgorithmFilters Table
    • 3.5.3.6 FileStorage Table
    • 3.5.3.7 FileCache Table
  • 3.5.4 File Store Provider Sample Implementations
    • 3.5.4.1 Example PathMetaData Table Options
    • 3.5.4.2 Configuration for Standard File Paths
    • 3.5.4.3 Configuration for a Webless or Optional Web Store
    • 3.5.4.4 Configuration for Database Storage
    • 3.5.4.5 Altered Path Construction and Algorithms
• 3.6 Mapping URLs with WebUrlMapPlugin
  • 3.6.1 Script Construction
  • 3.6.2 Supported Variables for Referencing
  • 3.6.3 Add/Edit URL Mapping Entries
  • 3.6.4 Mapping Examples
    • 3.6.4.1 Info Update Form
    • 3.6.4.2 Dynamic Conversion
    • 3.6.4.3 CGI parameters
• 3.7 Connecting to Outside Entities with Providers
  • 3.7.1 About Providers
    • 3.7.1.1 Content Server Providers
    • 3.7.1.2 Choosing an Appropriate Provider
    • 3.7.1.3 Security Providers
  • 3.7.2 Managing Providers
    • 3.7.2.1 Adding an Outgoing Provider
    • 3.7.2.2 Adding a Database Provider
    • 3.7.2.3 Adding an Incoming Provider
    • 3.7.2.4 Adding a Preview Provider
    • 3.7.2.5 Adding a JPS Provider
    • 3.7.2.6 Adding an Incoming Security Provider
    • 3.7.2.7 Adding an Outgoing Security Provider
    • 3.7.2.8 Editing Provider Information
    • 3.7.2.9 Deleting a Provider
• 3.8 Managing Scheduled Jobs
• 3.9 Batchloading Content
  • 3.9.1 About Batch Loading
    • 3.9.1.1 File Records
    • 3.9.1.2 Actions
    • 3.9.1.3 Insert
    • 3.9.1.4 Delete
    • 3.9.1.5 Update
    • 3.9.1.6 Optional Parameters
    • 3.9.1.7 Custom Metadata Fields
  • 3.9.2 Preparing a Batch Load File
    • 3.9.2.1 About Preparing a Batch Load File
    • 3.9.2.2 Mapping Files
    • 3.9.2.3 Creating a Batch Load File from the BatchBuilder Screen
    • 3.9.2.4 Creating a Mapping File
    • 3.9.2.5 Creating a Batch Load File from the Command Line
  • 3.9.3 Running the Batch Loader
    • 3.9.3.1 About Running the Batch Loader
    • 3.9.3.2 Batch Loading from the Batch Loader Screen
    • 3.9.3.3 Batch Loading from the Command Line
    • 3.9.3.4 Using the IdcCommand Utility and Remote Access
    • 3.9.3.5 Batch Loading Content as Metadata Only
    • 3.9.3.6 Batch Loader -console Command Line Switch
    • 3.9.3.7 Adding a Redirect
    • 3.9.3.8 Correcting Batch Load Errors
  • 3.9.4 Optimizing Batch Loader Performance
    • 3.9.4.1 Example: Best Practice Case Study
• 3.10 Finding Error and Status Information
  • 3.10.1 Log Files
    • 3.10.1.1 Log File Characteristics
    • 3.10.1.2 Accessing the Log Files
    • 3.10.1.3 Using Content Server Logs
    • 3.10.1.4 Using Archiver Logs
    • 3.10.1.5 Inbound Refinery Logs
  • 3.10.2 Configuration Information
  • 3.10.3 System Audit Information
    • 3.10.3.1 System Audit General Information
    • 3.10.3.2 System Audit Localization Information
    • 3.10.3.3 System Audit Tracing Sections Information
    • 3.10.3.4 System Audit Cache Information
    • 3.10.3.5 System Audit Configuration Entry Information
    • 3.10.3.6 System Audit Component Report Information
    • 3.10.3.7 Server Output Page
    • 3.10.3.8 Localization Audit Page
  • 3.10.4 Tracing
    • 3.10.4.1 Server-Wide Tracing
    • 3.10.4.2 Applet-Specific Tracing
  • 3.10.5 Environment Packager
  • 3.10.6 Content Server Analyzer
  • 3.10.7 Using Content Server Analyzer
    • 3.10.7.1 Accessing the Content Server Analyzer
    • 3.10.7.2 Specifying a Custom Analyzer Log Directory
    • 3.10.7.3 Invoking the Analysis Process
    • 3.10.7.4 Analyzing the Content Server Database
    • 3.10.7.5 Analyzing the Content Server Search Index
    • 3.10.7.6 Analyzing the Content Server File System
    • 3.10.7.7 Viewing the Analysis Progress and Results
    • 3.10.7.8 Generating a Status Report
    • 3.10.7.9 Canceling the Status Report
  • 3.10.8 Configuration Debug Entry
  • 3.10.9 Stack Traces

4 Managing Security and User Access

• 4.1 Introduction to Oracle UCM and Content Server Security
  • 4.1.1 Security Features
    • 4.1.1.1 Security Integration with Oracle WebLogic Server
    • 4.1.1.2 Security within Content Server
    • 4.1.1.3 Additional Security Options
  • 4.1.2 Types of Users
    • 4.1.2.1 External Users
    • 4.1.2.2 Local Users
  • 4.1.3 Content Server Security Recommendations
• 4.2 Configuring Security for Oracle UCM and Content Server
  • 4.2.1 Using an LDAP Authentication Provider
  • 4.2.2 Configuring Oracle UCM to Use SSL
    • 4.2.2.1 Configuring Oracle UCM for Two-Way SSL Communication
    • 4.2.2.2 Invoking References in One-Way SSL Environments in Oracle JDeveloper
    • 4.2.2.3 Configuring Oracle ECM Suite, Oracle HTTP Server for SSL Communication
    • 4.2.2.4 Switching from Non-SSL to SSL Configurations with Oracle UCM
    • 4.2.2.5 Configuring SSL Between Oracle UCM Instances and Oracle WebCache
    • 4.2.2.6 Using a Custom Trust Store for One-Way SSL During Design Time
    • 4.2.2.7 Enabling an Asynchronous Process to Invoke Another Asynchronous Process
    • 4.2.2.8 Configuring RIDC SSL for Valid Certificate Path
  • 4.2.3 Configuring Oracle UCM to Use Single Sign-On
    • 4.2.3.1 Configuring Oracle Access Manager (OAM)
    • 4.2.3.2 Configuring Oracle Single Sign-On for Oracle UCM
    • 4.2.3.3 Configuring SSO with Microsoft Clients
  • 4.2.4 Configuring OID as the First Authentication Provider
  • 4.2.5 Configuring Oracle WebLogic Server Web Services
  • 4.2.6 Additional Security Configuration Documentation
• 4.3 Security Groups, Roles, and Permissions
  • 4.3.1 Introduction to Security Groups
    • 4.3.1.1 Best Practices for Working with Security Groups
    • 4.3.1.2 Performance Considerations
  • 4.3.2 Managing Groups on Content Server
    • 4.3.2.1 Adding a Security Group on Content Server
    • 4.3.2.2 Deleting a Security Group on Content Server
  • 4.3.3 Introduction to Roles and Permissions
    • 4.3.3.1 Predefined Roles
    • 4.3.3.2 About Permissions
    • 4.3.3.3 Predefined Permissions
  • 4.3.4 Managing Roles and Permissions on Content Server
    • 4.3.4.1 Creating a Role on Content Server
    • 4.3.4.2 Deleting a Role on Content Server
    • 4.3.4.3 Assigning Roles to a User on Oracle WebLogic Server
    • 4.3.4.4 Assigning Roles to Create Similar Users on Oracle WebLogic Server
    • 4.3.4.5 Adding and Editing Permissions on Content Server
• 4.4 Accounts
  • 4.4.1 Introduction to Accounts
    • 4.4.1.1 Accounts and Security Groups
    • 4.4.1.2 Hierarchical Accounts
    • 4.4.1.3 Performance Considerations
    • 4.4.1.4 External Directory Server Considerations
  • 4.4.2 Managing Accounts
    • 4.4.2.1 Enabling Accounts on Content Server
    • 4.4.2.2 Creating Predefined Accounts on Content Server
    • 4.4.2.3 Creating Accounts When Checking In Content on Content Server
    • 4.4.2.4 Deleting Predefined Accounts on Content Server
    • 4.4.2.5 Assigning Accounts to a User on Oracle WebLogic Server
  • 4.4.3 An Accounts Case Study
    • 4.4.3.1 Xalco Security
    • 4.4.3.2 Xalco Accounts
    • 4.4.3.3 Xalco Roles
    • 4.4.3.4 Roles and Permissions Table
    • 4.4.3.5 Roles and Users Table
    • 4.4.3.6 Accounts and Users Table
• 4.5 User Logins and Aliases
  • 4.5.1 Introduction to User Logins and Aliases
  • 4.5.2 Managing Logins and Aliases
    • 4.5.2.1 Adding a User Login
    • 4.5.2.2 Editing a User Login
    • 4.5.2.3 Deleting a User Login
    • 4.5.2.4 Creating an Alias
    • 4.5.2.5 Editing an Alias
    • 4.5.2.6 Deleting an Alias
  • 4.5.3 User Information Fields
    • 4.5.3.1 About User Information Fields
    • 4.5.3.2 Managing User Information Fields
• 4.6 Security and Content Server Providers
• 4.7 Additional Content Server Security Connections
  • 4.7.1 About Proxy Connections
  • 4.7.2 Credentials Mapping
    • 4.7.2.1 About Credentials Mapping
    • 4.7.2.2 Credential Values
    • 4.7.2.3 Matching Accounts and Roles
    • 4.7.2.4 Creating a Credentials Map
  • 4.7.3 Secured Connections to Content Servers
    • 4.7.3.1 About Named Password Connections
    • 4.7.3.2 Guidelines for Proxy Connections Data
    • 4.7.3.3 Creating a Proxied Connection
  • 4.7.4 Connections Using the HTTP Protocol
    • 4.7.4.1 About Using HTTP Protocol for Content Server Connection
    • 4.7.4.2 Configuring the HTTP Provider
• 4.8 Content Server Communication Customization
  • 4.8.1 Login/Logout Customization
  • 4.8.2 Browser URL Customization
    • 4.8.2.1 About BrowserUrlPath Customization
    • 4.8.2.2 Affected Idoc Script Variables and Functions
    • 4.8.2.3 Determining the URL Path
    • 4.8.2.4 Changing Absolute Full Path Computation
    • 4.8.2.5 Changing Administration Path Computation
  • 4.8.3 Extended User Attributes
    • 4.8.3.1 ExtUserAttribInfo ResultSet
    • 4.8.3.2 Configuration Variable for Extended User Attributes
  • 4.8.4 Filter Data Input
    • 4.8.4.1 encodeHtml Function
    • 4.8.4.2 HtmlDataInputFilterLevel Configuration Variable

5 Working With Components

• 5.1 About Components
• 5.2 Using the Component Manager
  • 5.2.1 Enabling and Disabling a Component
  • 5.2.2 Viewing Information about a Component
  • 5.2.3 Uploading a Component
  • 5.2.4 Downloading a Component
• 5.3 Using the Component Wizard
  • 5.3.1 Component Wizard Overview
    • 5.3.1.1 Working with Java Code
    • 5.3.1.2 Editing the Readme File
  • 5.3.2 Creating a Component
    • 5.3.2.1 Creating an Environment Resource
    • 5.3.2.2 Creating a Template Resource
    • 5.3.2.3 Creating a Query Resource
    • 5.3.2.4 Creating a Service Resource
    • 5.3.2.5 Creating an HTML Include
    • 5.3.2.6 Creating a String Resource
    • 5.3.2.7 Creating a Dynamic Table Resource
    • 5.3.2.8 Creating a Static Table Resource
    • 5.3.2.9 Enabling the Component
  • 5.3.3 Additional Component Wizard Tasks
    • 5.3.3.1 Building a Component Zip File
    • 5.3.3.2 Working With Installation Parameters
    • 5.3.3.3 Enabling and Disabling a Component
    • 5.3.3.4 Removing a Component
    • 5.3.3.5 Opening a Component
    • 5.3.3.6 Configuring the Default HTML Editor
    • 5.3.3.7 Unpackaging a Component
    • 5.3.3.8 Adding an Existing Component
• 5.4 Using the Command Line

6 Managing Search Tools

• 6.1 OracleTextSearch
  • 6.1.1 Considerations
  • 6.1.2 Configuring OracleTextSearch for Content Server
  • 6.1.3 Benefits and Features of Using Oracle Text 11g
    • 6.1.3.1 Indexing and Query Speeds and Techniques
    • 6.1.3.2 Fast Rebuild
    • 6.1.3.3 Query Syntax
    • 6.1.3.4 Search Operators
    • 6.1.3.5 Case Sensitivity and Stemming Rules
    • 6.1.3.6 Search Results Data Clustering
    • 6.1.3.7 Snippets
    • 6.1.3.8 Additional Changes
  • 6.1.4 Managing OracleTextSearch
    • 6.1.4.1 Determining Fields to Optimize
    • 6.1.4.2 Assigning/Editing Optimized Fields
    • 6.1.4.3 Performing a Fast Rebuild
    • 6.1.4.4 Modifying the Fields Displayed on Search Results
  • 6.1.5 Searching with OracleTextSearch
  • 6.1.6 Search Results with OracleTextSearch
• 6.2 Oracle Secure Enterprise Search
  • 6.2.1 Configuring Oracle SES and Oracle UCM

7 Managing System Migration and Archiving

• 7.1 Introduction to Migration Tools and Components
• 7.2 Archiving Overview
  • 7.2.1 Configuration Migration
  • 7.2.2 Archiver
  • 7.2.3 Folder Archiving
  • 7.2.4 FolderStructureArchive Component
  • 7.2.5 ArchiveReplicationExceptions
  • 7.2.6 Archive Tool Summary and Comparison
  • 7.2.7 Running the Archiver as a Standalone Application
• 7.3 Migrating System Configurations
  • 7.3.1 Configuration Migration Utility Details
    • 7.3.1.1 Migration Structure
    • 7.3.1.2 About Migration Templates and Bundles
  • 7.3.2 Migration Tips
    • 7.3.2.1 Limitations
    • 7.3.2.2 Migration Logs
  • 7.3.3 Managing Configuration Migration
    • 7.3.3.1 Creating a Configuration Migration Template
    • 7.3.3.2 Editing a Configuration Template
    • 7.3.3.3 Importing a Template
    • 7.3.3.4 Creating a One-Time Export
    • 7.3.3.5 Exporting a Configuration
    • 7.3.3.6 Uploading a Bundle
    • 7.3.3.7 Importing a Bundle
    • 7.3.3.8 Downloading a Bundle
    • 7.3.3.9 Viewing Status Information
• 7.4 Archives, Collections and Batch Files
  • 7.4.1 Archive Details
    • 7.4.1.1 Archive Structure
    • 7.4.1.2 Collections
    • 7.4.1.3 Batch Files
    • 7.4.1.4 Archive Targets
    • 7.4.1.5 Using Archive Logs
  • 7.4.2 Managing Archives
    • 7.4.2.1 Creating a New Archive
    • 7.4.2.2 Copying an Existing Archive
    • 7.4.2.3 Creating a New Archive by Copying
    • 7.4.2.4 Deleting an Archive
  • 7.4.3 Managing Collections
    • 7.4.3.1 Opening a Collection
    • 7.4.3.2 Creating a Collection
    • 7.4.3.3 Removing a Collection
    • 7.4.3.4 Moving the Default Archive Collection
  • 7.4.4 Managing Batch Files
    • 7.4.4.1 Removing Revisions from a Batch File
    • 7.4.4.2 Deleting a Batch File
• 7.5 Exporting Data in Archives
  • 7.5.1 About Exporting
    • 7.5.1.1 Export Uses
    • 7.5.1.2 Export Methods
  • 7.5.2 Managing Exports
    • 7.5.2.1 Manually Exporting
    • 7.5.2.2 Creating a Content Item Export Query
    • 7.5.2.3 Exporting Configuration Information
    • 7.5.2.4 Adding a Table to an Archive
    • 7.5.2.5 Editing the Archive Properties of a Table
    • 7.5.2.6 Creating a Table Export Query
    • 7.5.2.7 Setting Export Options
    • 7.5.2.8 Initiating the Export
• 7.6 Importing Data
  • 7.6.1 Imported Files
    • 7.6.1.1 Import Uses
    • 7.6.1.2 Import Methods
  • 7.6.2 Import Rules
    • 7.6.2.1 Update Import Rule
    • 7.6.2.2 Insert Revision Import Rule
    • 7.6.2.3 Insert Create Import Rule
    • 7.6.2.4 Delete Revision Import Rule
    • 7.6.2.5 Delete All Revisions Import Rule
  • 7.6.3 Import Process
    • 7.6.3.1 Importing Archived Data Manually
    • 7.6.3.2 Setting Field Maps
    • 7.6.3.3 Setting Value Maps
    • 7.6.3.4 Setting Import Options
    • 7.6.3.5 Importing an Individual Revision
    • 7.6.3.6 Initiating the Import
• 7.7 Transferring Files
  • 7.7.1 File Transfer Overview
    • 7.7.1.1 Transfer Uses
    • 7.7.1.2 Transfer Methods
    • 7.7.1.3 Transfer Terms
  • 7.7.2 Transfer Types
    • 7.7.2.1 Local Transfer
    • 7.7.2.2 Pull Transfer
    • 7.7.2.3 Push Transfer
  • 7.7.3 Transferring Batch Files
  • 7.7.4 Managing Transfers
    • 7.7.4.1 Transfer Process
    • 7.7.4.2 Making an Archive Targetable
    • 7.7.4.3 Defining an Outgoing Transfer Provider
    • 7.7.4.4 Setting a Transfer Destination (Target)
    • 7.7.4.5 Initiating a Manual Transfer
    • 7.7.4.6 Deleting a Transfer
• 7.8 Replicating Files
  • 7.8.1 Replication Overview
    • 7.8.1.1 Single Revision Replications
    • 7.8.1.2 Replication Uses
    • 7.8.1.3 Replication Methods
  • 7.8.2 Managing Replication
    • 7.8.2.1 Setting Up Automatic Export
    • 7.8.2.2 Setting Up Automatic Import
    • 7.8.2.3 Setting Up Automatic Transfer
    • 7.8.2.4 Disabling Automatic Import
    • 7.8.2.5 Disabling Automatic Export
    • 7.8.2.6 Disabling Automatic Transfer
    • 7.8.2.7 Deleting a Registered Exporter
• 7.9 Archive and Migration Strategies
  • 7.9.1 Export
  • 7.9.2 Import
  • 7.9.3 Self Export/Import
  • 7.9.4 One-to-One Archiving
  • 7.9.5 One-to-Many Archiving
  • 7.9.6 Many-to-One Archiving
  • 7.9.7 Archiver Examples
    • 7.9.7.1 Copying a Content Server Instance to a Laptop
    • 7.9.7.2 Transferring by Content Type and Author
    • 7.9.7.3 Changing Metadata Fields
    • 7.9.7.4 Adding Content ID Prefixes
    • 7.9.7.5 Changing Release Dates
  • 7.9.8 Configuration Migration Tips
• 7.10 Folder Archiving
  • 7.10.1 Folder Archive Functions
  • 7.10.2 Exporting an Archived Folder Structure
  • 7.10.3 Importing an Archived Folder Structure
• 7.11 Folder Structure Archiving
  • 7.11.1 Overview of Folder Structure Archive
  • 7.11.2 Differences With Built-in Folders Archiving Features
  • 7.11.3 Working With Folder Structure Archives
    • 7.11.3.1 Creating a Folder Structure Archive
    • 7.11.3.2 Updating a Folder Structure Archive
    • 7.11.3.3 Using a Folder Structure Archive
    • 7.11.3.4 Configuration Variables
  • 7.11.4 Important Implementation Considerations
• 7.12 Archiver Replication Exceptions
  • 7.12.1 Overview of ArchiverReplicationExceptions
    • 7.12.1.1 How ArchiverReplicationExceptions Works
    • 7.12.1.2 Scenario 1
    • 7.12.1.3 Scenario 2
  • 7.12.2 Administering and Using ArchiverReplicationExceptions
• 7.13 Troubleshooting Archiving Issues
  • 7.13.1 Importing Issues
    • 7.13.1.1 File Extension Errors on Import Machine
    • 7.13.1.2 Selecting Specific Batch Files for Import
    • 7.13.1.3 Import Maps Do Not Work After Archive Import
    • 7.13.1.4 Identifying Imported Content Items From Archive
    • 7.13.1.5 Duplicate Content Items in Content Servers
    • 7.13.1.6 Importing Archived Content to Proxied Server Fails
    • 7.13.1.7 No Importing Errors But Documents Are Missing
    • 7.13.1.8 Errors About Invalid Choice List Values
    • 7.13.1.9 Import Fails Due to Missing Required Field
    • 7.13.1.10 Changed Metadata Field Makes the Archiver Freeze During an Import
  • 7.13.2 Exporting Issues
    • 7.13.2.1 Total Export Possible with Blank Export Query
    • 7.13.2.2 New Check-Ins and Batch File Transfers
    • 7.13.2.3 Exporting User Attributes
    • 7.13.2.4 Folder Archive Export Doesn't Work If Collections Table Has Many Records
  • 7.13.3 Transfer Issues
    • 7.13.3.1 Transfer Stopped When Target Locked Up
    • 7.13.3.2 Aborting/Deleting a Running Transfer
    • 7.13.3.3 Verifying the Integrity of Transferred Files
    • 7.13.3.4 Transfer Process Is Not Working
  • 7.13.4 WebDAV Issues
    • 7.13.4.1 Archiver Error With WebDAV and Content Server
  • 7.13.5 Replication Issues
    • 7.13.5.1 Stopping the Automatic Import Function
  • 7.13.6 Oracle-Specific Issues
    • 7.13.6.1 Allotted Tablespace Exceeded
  • 7.13.7 Miscellaneous Issues
    • 7.13.7.1 Archiving Does Not Work With Shared File System
    • 7.13.7.2 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.1.1.2 Admin Server Status Page
    • A.1.1.3 Admin Server Output Page
    • A.1.1.4 Administration Page
  • A.1.2 System Properties Configuration Interface
    • A.1.2.1 System Properties Page
    • A.1.2.2 General Options Configuration
    • A.1.2.3 Content Security Configuration
    • A.1.2.4 Internet Information Configuration
    • A.1.2.5 System Properties: Database Tab
    • A.1.2.6 System Properties: Server Tab
    • A.1.2.7 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 Oracle Query Optimizer Page
    • A.1.3.6 Zone Fields Configuration Page
    • A.1.3.7 Hint Rules Configuration Page
    • A.1.3.8 Edit Query Hint Rules Table
    • A.1.3.9 Query Converter Page
    • A.1.3.10 Hint Cache Updater Page
    • A.1.3.11 Admin Actions 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 FileStore Provider Information Page
    • A.1.4.4 Edit File Store Provider Page
    • A.1.4.5 Add/Edit Storage Rule Page
    • A.1.4.6 Path Information Screen
  • A.1.5 Web Server Interface Screens
    • 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 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 Scheduled Jobs Administration Interface
    • A.1.7.1 Active Scheduled Jobs Screen
    • A.1.7.2 Scheduled Jobs History
    • A.1.7.3 Scheduled Jobs Information Screen
  • A.1.8 Batch Interface Screens
    • A.1.8.1 Batch Loader Application
    • A.1.8.2 BatchBuilder Screen
    • A.1.8.3 BatchBuilder Mapping List Screen
    • A.1.8.4 Add BatchBuilder Mapping Screen
    • A.1.8.5 Edit BatchBuilder Mapping Screen
    • A.1.8.6 Add/Edit BatchBuilder Mapping Field Screen
  • A.1.9 Content Server Analyzer Interface
    • A.1.9.1 Content Server Analyzer: Configuration Tab
    • A.1.9.2 Content Server Analyzer: Progress Tab
  • A.1.10 Error and Status Information Interface
    • A.1.10.1 Content Server Logs Screen
    • A.1.10.2 Archiver Log Screen
    • A.1.10.3 Database Log Screen
    • A.1.10.4 Configuration Information Page
    • A.1.10.5 System Audit Information Page
    • A.1.10.6 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.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 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 Previewing Export Queries (Table) 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 Map/Edit Value Map Screen
    • A.4.4.4 Browse for Fields/Value 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

B Need to Know Component

• B.1 Introduction
  • B.1.1 Features
  • B.1.2 Applications
• B.2 Installing the NTK Component
• B.3 Configuring the NTK Component
• B.4 Using the Need To Know 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

Index