Contents

Title and Copyright Information

Preface

• Audience
• Documentation Accessibility
• Related Documents
• Conventions

1 Introduction

• 1.1 About This Guide
• 1.2 What's New
• 1.3 Understanding the Content Server System
  • 1.3.1 Purpose of Content Server
  • 1.3.2 Users Types
• 1.4 Administration Applications
  • 1.4.1 Running Administration Applications as Applets
  • 1.4.2 Running Administration Applications in Stand-alone Mode
    • 1.4.2.1 On Windows Systems
    • 1.4.2.2 On UNIX Systems

2 Managing Repository Content

• 2.1 Creating Content Types
  • 2.1.1 About Content Types
  • 2.1.2 Working with Content Types
    • 2.1.2.1 Creating a New Content Type
    • 2.1.2.2 Editing a Content Type
    • 2.1.2.3 Deleting a Content Type
• 2.2 Native Content Conversion
  • 2.2.1 About Native File Conversion
  • 2.2.2 Identifying MIME Types
  • 2.2.3 Native Applications and Content Conversions
  • 2.2.4 Associating File Types with Conversion Programs
• 2.3 Managing Content Fields
  • 2.3.1 About Custom Fields
    • 2.3.1.1 About Application Fields
    • 2.3.1.2 About Metadata Fields
  • 2.3.2 Managing Custom Fields
    • 2.3.2.1 Adding a Metadata Field
    • 2.3.2.2 Editing a Metadata Field
    • 2.3.2.3 Adding or Editing an Application Field
    • 2.3.2.4 Defining an Option List
    • 2.3.2.5 Updating the Database
    • 2.3.2.6 Rebuilding the Search Index
• 2.4 Managing Content Revisions
  • 2.4.1 About Repository Manager
  • 2.4.2 Managing Revisions
    • 2.4.2.1 About Displaying Revisions
    • 2.4.2.2 Displaying Revisions with the Filter
    • 2.4.2.3 Changing the Default Sort Order of the Opening Query
  • 2.4.3 Managing Content
    • 2.4.3.1 Adding a New Content Item
    • 2.4.3.2 Viewing Content Metadata
    • 2.4.3.3 Updating Content Metadata
    • 2.4.3.4 Reviewing Expired Content from Repository Manager
    • 2.4.3.5 Automating Notification of Expiration
  • 2.4.4 Managing Revisions
    • 2.4.4.1 Adding a New Revision
    • 2.4.4.2 Checking Out a Revision
    • 2.4.4.3 Undoing a Revision Checkout
    • 2.4.4.4 Resubmitting a Revision for Conversion
    • 2.4.4.5 Deleting a Revision
    • 2.4.4.6 Deleting All Revisions of a Content Item
  • 2.4.5 Managing Workflow Revisions
    • 2.4.5.1 Approving a Revision in a Workflow
    • 2.4.5.2 Rejecting a Revision in a Workflow
• 2.5 Subscribing Content to Users
  • 2.5.1 About Subscriptions
    • 2.5.1.1 Subscription Methods
    • 2.5.1.2 Subscription Assignment
  • 2.5.2 Managing Subscriptions
    • 2.5.2.1 Adding a Criteria Subscription
    • 2.5.2.2 Specifying Subscription Criteria
    • 2.5.2.3 Adding Users to a Subscription
    • 2.5.2.4 Unsubscribing Users from a Content Revision
    • 2.5.2.5 Editing a Criteria Subscription
    • 2.5.2.6 Viewing Subscription Information
    • 2.5.2.7 Deleting a Criteria Subscription
• 2.6 Managing Linked Content with Link Manager
  • 2.6.1 About Managed Links
    • 2.6.1.1 Link Extraction Process
    • 2.6.1.2 File Formats and Conversion
    • 2.6.1.3 Link Status
  • 2.6.2 Configuring Link Manager
    • 2.6.2.1 AllowForceDelete
    • 2.6.2.2 HasSiteStudio
    • 2.6.2.3 LkRefreshBatchSize
    • 2.6.2.4 LkRefreshErrorsAllowed
    • 2.6.2.5 LkRefreshErrorPercent
    • 2.6.2.6 LkRefreshErrorThreshold
    • 2.6.2.7 LkDisableOnRebuild
    • 2.6.2.8 LkDisallowConversionFormats
    • 2.6.2.9 LkReExtractOnRebuild
    • 2.6.2.10 LkIsSecureSearch
  • 2.6.3 Managing Links
    • 2.6.3.1 LinkManagerPatterns Table
    • 2.6.3.2 Examples of Link Patterns and Customization
  • 2.6.4 Link Manager Database Tables
    • 2.6.4.1 ManagedLinks Table
    • 2.6.4.2 LinkReferenceCount Table
  • 2.6.5 Link Manager Filters
    • 2.6.5.1 extractLinks Filter
    • 2.6.5.2 linkParseService Filter
    • 2.6.5.3 sortAndDecodeLinks Filter
  • 2.6.6 Site Studio Integration
    • 2.6.6.1 Types of Site Studio Managed Links
  • 2.6.7 Link Administration
    • 2.6.7.1 Managed Links Administration Page
    • 2.6.7.2 Refresh Activity Status
    • 2.6.7.3 Alternative Refresh Methods
    • 2.6.7.4 Recomputing Links in the ManagedLinks Table
    • 2.6.7.5 Refreshing Links in the ManagedLinks Table
    • 2.6.7.6 Refreshing the References Counts
    • 2.6.7.7 Aborting the Refresh Activity

3 Managing Metadata

• 3.1 Using Schemas to Customize Metadata
  • 3.1.1 About DCLs and Metadata Schemas
    • 3.1.1.1 Schema Hierarchical Structure
    • 3.1.1.2 Schema Elements
    • 3.1.1.3 Sample Schema-Based Option Lists
    • 3.1.1.4 Directory Structure for Schema
  • 3.1.2 Creating Schemas
    • 3.1.2.1 Building a Basic Schema
    • 3.1.2.2 Modifying the Publishing Cycle Interval
  • 3.1.3 Schema Example: Dynamic Option Lists
  • 3.1.4 Schema Example: Recursive Table for Multiple Trees
• 3.2 Using Profiles to Customize Content Screens
  • 3.2.1 About Content Profiles
    • 3.2.1.1 Content Profile Elements
    • 3.2.1.2 Profile Links
  • 3.2.2 Content Profile Rules
    • 3.2.2.1 Profile Rules
    • 3.2.2.2 Global Rules
    • 3.2.2.3 Metadata Fields and Attributes in Rules
    • 3.2.2.4 Activation Conditions in Rules
    • 3.2.2.5 Restricted Lists to Modify Defined Option Lists
  • 3.2.3 Content Profiles and Metadata Organization
    • 3.2.3.1 Using Rules to Group Metadata Fields
    • 3.2.3.2 Display Results of Reordered Metadata Fields
  • 3.2.4 Managing Rules
    • 3.2.4.1 Creating a New Rule
    • 3.2.4.2 Editing an Existing Rule
    • 3.2.4.3 Deleting an Existing Rule
    • 3.2.4.4 Creating a New Global Rule
    • 3.2.4.5 Editing an Existing Global Rule
    • 3.2.4.6 Deleting an Existing Global Rule
    • 3.2.4.7 Adding Metadata Fields to a Rule
    • 3.2.4.8 Grouping Metadata Fields
    • 3.2.4.9 Adding a Header to a Metadata Field Group
    • 3.2.4.10 Defining a New Activation Condition
    • 3.2.4.11 Editing an Existing Activation Condition
    • 3.2.4.12 Deleting an Existing Activation Condition
    • 3.2.4.13 Defining the Attributes of a Metadata Field
    • 3.2.4.14 Editing the Attributes of a Metadata Field
    • 3.2.4.15 Setting the Display of a Required Field
  • 3.2.5 Content Profile Triggers
    • 3.2.5.1 About Triggers
    • 3.2.5.2 Selecting a Profile Trigger Field
    • 3.2.5.3 Disabling a Profile Trigger Field
  • 3.2.6 Managing Content Profiles
    • 3.2.6.1 Creating and Defining a New Profile
    • 3.2.6.2 Editing an Existing Profile
    • 3.2.6.3 Deleting an Existing Profile
    • 3.2.6.4 Managing the Rules in a Profile
    • 3.2.6.5 Previewing a Profile
    • 3.2.6.6 Troubleshooting a Previewed Profile
  • 3.2.7 Content Profile Examples
    • 3.2.7.1 Department-Based Content Profile
    • 3.2.7.2 Black-Hole Check In Profile for Resumes
    • 3.2.7.3 Global Rule to Restrict Content Check-In Based on User Role
    • 3.2.7.4 Global Rule to Restrict Content Type Metadata Changes

4 Managing Workflows

• 4.1 Introduction to Workflows
  • 4.1.1 Workflow Overview
    • 4.1.1.1 Types of Workflows
    • 4.1.1.2 Workflow Advantages and Disadvantages
  • 4.1.2 Workflow Steps
    • 4.1.2.1 Events
    • 4.1.2.2 Workflow Files
  • 4.1.3 Workflow Step Evaluation Process
    • 4.1.3.1 Status of Items in Workflows
  • 4.1.4 Workflow Participation
• 4.2 Planning a Workflow
  • 4.2.1 Pre-design Questions
  • 4.2.2 Choosing a Workflow Type
    • 4.2.2.1 Security Issues
  • 4.2.3 Designing a Workflow
  • 4.2.4 Modifying Workflows
• 4.3 Creating a Criteria Workflow
  • 4.3.1 Criteria Workflow Process
  • 4.3.2 Criteria Workflow Tips
  • 4.3.3 Setting Up a Criteria Workflow
  • 4.3.4 Changing a Criteria Workflow or Sub-workflow
  • 4.3.5 Disabling a Criteria Workflow or Sub-workflow
• 4.4 Creating a Basic Workflow
  • 4.4.1 Basic Workflow Process
  • 4.4.2 Basic Workflow Tips
  • 4.4.3 Setting Up a Basic Workflow
  • 4.4.4 Changing a Basic Workflow
• 4.5 Customizing Workflows
  • 4.5.1 Idoc Script Functions and Variables
  • 4.5.2 About Tokens
    • 4.5.2.1 Token Syntax
  • 4.5.3 Creating a Token
  • 4.5.4 Changing a Token
  • 4.5.5 Deleting a Token
  • 4.5.6 Token Examples
  • 4.5.7 About Jumps
    • 4.5.7.1 Jumps and Events
    • 4.5.7.2 Rejected Content
    • 4.5.7.3 Side Effects
  • 4.5.8 Jump Variables and Steps
  • 4.5.9 Setting Up Jumps
  • 4.5.10 Creating a Jump
    • 4.5.10.1 Setting Up Jump Side Effects
    • 4.5.10.2 Setting the Conditional Statement
    • 4.5.10.3 Completing the Jump
    • 4.5.10.4 Testing the Script
  • 4.5.11 Changing a Jump
  • 4.5.12 Jump Examples
    • 4.5.12.1 Jump Example 1: Metadata Criteria Jump
    • 4.5.12.2 Jump Example 2: Time-dependent Jump
    • 4.5.12.3 Jump Errors
• 4.6 Workflow And Script Templates
  • 4.6.1 Creating Templates and Scripts
  • 4.6.2 Creating a Workflow Template
  • 4.6.3 Changing a Workflow Template
  • 4.6.4 Deleting a Workflow Template
  • 4.6.5 Creating a Script Template
    • 4.6.5.1 Setting Up Jump Side Effects
    • 4.6.5.2 Setting Up Script Template Conditional Statements
    • 4.6.5.3 Testing the Script
    • 4.6.5.4 Changing a Script Template
    • 4.6.5.5 Deleting a Script Template
• 4.7 Workflow Scenarios
  • 4.7.1 Scenario 1: Criteria Workflow
  • 4.7.2 Scenario 2: Tokens
  • 4.7.3 Scenario 3: Jump Based on Metadata
  • 4.7.4 Scenario 4: Time-Dependent Jump
• 4.8 Workflow Tips and Tricks
  • 4.8.1 Acquiring a Digital Signature
  • 4.8.2 Setting Up Parallel Workflows
  • 4.8.3 Adding Ad Hoc Step Users
  • 4.8.4 Customizing Criteria Workflow Emails
    • 4.8.4.1 Customizing Email Templates
    • 4.8.4.2 Customizing the Subject or Message Line
  • 4.8.5 Workflow Escalation
    • 4.8.5.1 Setting Up a Workflow Escalation
  • 4.8.6 Other Customizations
    • 4.8.6.1 Setting Approval by Non-Reviewers
    • 4.8.6.2 Automatic Replication of Workflow Items
  • 4.8.7 Triggering Criteria Workflows from Folders
  • 4.8.8 Searching Within a Workflow Step
  • 4.8.9 Suppressing Workflow Notifications
• 4.9 Workflow Troubleshooting
  • 4.9.1 Workflow Item Stuck in EDIT or GENWWW Status
  • 4.9.2 Workflow Item Stuck in REVIEW Status
  • 4.9.3 Workflow Item Entered in Wrong Workflow

5 Managing PDF Watermark

• 5.1 PDF Watermark Overview
  • 5.1.1 About PDF Watermark
  • 5.1.2 How PDF Watermark Works
    • 5.1.2.1 Additional Metadata Fields
    • 5.1.2.2 Static Watermarking
    • 5.1.2.3 PDF Optimization
    • 5.1.2.4 Dynamic Watermarking
    • 5.1.2.5 Watermark Placement
    • 5.1.2.6 PDF Watermark Administration Screen
    • 5.1.2.7 Configuration Settings
  • 5.1.3 Static Watermarking Scenario
  • 5.1.4 Dynamic Watermarking Scenario
  • 5.1.5 Considerations
• 5.2 Administering PDF Watermark
  • 5.2.1 Using PDF Watermark in Content Server
    • 5.2.1.1 Specifying the Classpath for an Encryption Library
    • 5.2.1.2 Starting PDF Watermark Administration
    • 5.2.1.3 Setting Configuration Settings
    • 5.2.1.4 Adding Templates
    • 5.2.1.5 Editing Templates
    • 5.2.1.6 Creating Rules
    • 5.2.1.7 Editing Rules

6 Managing Folders and WebDAV

• 6.1 About Folders
  • 6.1.1 Folders Overview
  • 6.1.2 Usage Scenarios
  • 6.1.3 Folders Structure
  • 6.1.4 Naming Folders
  • 6.1.5 Folders Component Security
    • 6.1.5.1 Content Item Security
    • 6.1.5.2 Folder Security
  • 6.1.6 Folder Metadata Inheritance
  • 6.1.7 Trash Bin
  • 6.1.8 Metadata Propagation
  • 6.1.9 Folder Content Item Revisions
  • 6.1.10 Default Metadata Values
  • 6.1.11 Local Folders
  • 6.1.12 Folder Archiving
  • 6.1.13 Folder Searching
  • 6.1.14 URL-Mapped Folders
• 6.2 About WebDAV
  • 6.2.1 About WebDAV
  • 6.2.2 What is WebDAV?
  • 6.2.3 WebDAV Clients
  • 6.2.4 WebDAV Architecture
  • 6.2.5 Security
    • 6.2.5.1 Access
    • 6.2.5.2 Login Cookie
    • 6.2.5.3 Windows Explorer
    • 6.2.5.4 Session Timeout
• 6.3 Administering Folders
  • 6.3.1 Configuring Folders
    • 6.3.1.1 Setting Folder and File Limits
    • 6.3.1.2 Disabling System Folders
    • 6.3.1.3 Enabling System Folders
    • 6.3.1.4 Disabling the Trash Bin
    • 6.3.1.5 Defining System Default Metadata
    • 6.3.1.6 Configuring Metadata Propagation
    • 6.3.1.7 Preventing Folder Static Inheritance for Specific Metadata Fields
    • 6.3.1.8 Hiding Metadata Fields Globally Except for Specific Folders
  • 6.3.2 Working With Local Folders
    • 6.3.2.1 Specifying Local Folders
    • 6.3.2.2 Rebuilding Local Folders
    • 6.3.2.3 Removing Local Folders
  • 6.3.3 Archiving Folders
    • 6.3.3.1 Exporting an Archive
    • 6.3.3.2 Importing an Archive
  • 6.3.4 Optimizing System Performance
• 6.4 Administering WebDAV
  • 6.4.1 Virtual Folders
  • 6.4.2 Configuring WebDAV
    • 6.4.2.1 Setting WebDAV Title Allocation
  • 6.4.3 Multiple Concurrent Language Support
  • 6.4.4 WebDAV Troubleshooting
    • 6.4.4.1 Zero-Byte Files
    • 6.4.4.2 No Connection to WebDAV Virtual Folder
    • 6.4.4.3 Double-Byte Characters in File Name
    • 6.4.4.4 Number Sign in Virtual Folder Name or File Name
    • 6.4.4.5 ExtranetLook Component Problem
    • 6.4.4.6 Content Item "Stuck" in Auto-Contribution Workflow Step
    • 6.4.4.7 Deleting Content From Contribution Folders for Site Studio Website
    • 6.4.4.8 WebDAV Drag and Drop Does not Work With Windows 2000
    • 6.4.4.9 Profile Rule for All WebDAV Requests
    • 6.4.4.10 Other Issues

7 Managing Content Folios

• 7.1 Overview of Content Folios
  • 7.1.1 Content Folios Features
  • 7.1.2 Changes to Content Server During Installation
    • 7.1.2.1 Additional Metadata Fields
    • 7.1.2.2 Additional Views
    • 7.1.2.3 Additional Relations
    • 7.1.2.4 Additional Tables
• 7.2 Content Folios Configuration
  • 7.2.1 Creating and Editing Folio Templates
    • 7.2.1.1 Creating a Folio Template
  • 7.2.2 Adding Custom Viewers and Renderers

8 Managing Content Tracker

• 8.1 Performance Optimization Functions
• 8.2 About Content Tracker Components and Functions
  • 8.2.1 Content Tracker Summary
  • 8.2.2 Content Tracker Reports Summary
  • 8.2.3 Data Recording Overview
  • 8.2.4 Data Reduction Overview
  • 8.2.5 Data Reporting Overview
  • 8.2.6 Content Tracker Terminology
  • 8.2.7 General Limitations
  • 8.2.8 General Considerations
• 8.3 Operational Overview
  • 8.3.1 Data Collection and Processing
    • 8.3.1.1 Standard Data Reduction Process
    • 8.3.1.2 Data Reduction Process with Activity Metrics
  • 8.3.2 Data Collection
    • 8.3.2.1 Service Handler Filter
    • 8.3.2.2 Web Server Filter
    • 8.3.2.3 Content Tracker Logging Service
  • 8.3.3 Data Reduction
    • 8.3.3.1 Content Tracker Event Logs
    • 8.3.3.2 Combined Output Table
  • 8.3.4 Data Output
    • 8.3.4.1 Content Item Metadata
    • 8.3.4.2 User Metadata
    • 8.3.4.3 Reduction Log Files
  • 8.3.5 Tracking Limitations
    • 8.3.5.1 Tracking Limitations with Static URLs and WebDAV
    • 8.3.5.2 Tracking Limitations and Data Directory Protections
    • 8.3.5.3 Tracking Limitations with ExtranetLook Component
• 8.4 Data Tracking Functions
  • 8.4.1 Data Reduction Features
    • 8.4.1.1 Data Reduction Cycles
    • 8.4.1.2 Access Modes and Data Reduction
    • 8.4.1.3 Reduction Sequence for Event Logs
    • 8.4.1.4 Reduction Schedules
  • 8.4.2 Activity Snapshots
    • 8.4.2.1 Search Relevance Metrics
    • 8.4.2.2 Search Relevance Metadata Fields
  • 8.4.3 Service Calls
  • 8.4.4 Web Beacon Objects
    • 8.4.4.1 Use Cases for Web Beacon Referencing
    • 8.4.4.2 Web Beacon Operational and Implementation Overview
    • 8.4.4.3 Web Beacon Objects
    • 8.4.4.4 Web Beacon References
    • 8.4.4.5 Reduction Processing for Web Beacon References
    • 8.4.4.6 General Implementation Considerations
    • 8.4.4.7 Examples of Web Beacon Embedding
  • 8.4.5 Using Content Tracker
    • 8.4.5.1 Changing the Variable Settings for the Performance Optimization Functions
    • 8.4.5.2 Accessing the Data Engine Control Center
    • 8.4.5.3 Enabling or Disabling Data Collection
    • 8.4.5.4 Running Data Reduction Manually
    • 8.4.5.5 Setting Data Reduction to Run Automatically
    • 8.4.5.6 Deleting Data Files in Any Cycle
    • 8.4.5.7 Deleting Data Files in 'Archive' Cycle
    • 8.4.5.8 Creating the Search Relevance Metadata Fields
    • 8.4.5.9 Enabling the Snapshot Function and the Activity Metrics Options
    • 8.4.5.10 Linking Activity Metrics Functions to Search Relevance Metadata Fields
    • 8.4.5.11 Setting a Checkin Time Value for the Last Access Metadata Field
    • 8.4.5.12 Editing the Snapshot Configuration
    • 8.4.5.13 Adding/Editing Service Entries
    • 8.4.5.14 Adding Field Map ResultSets and Linking Them to Service Entries
    • 8.4.5.15 Editing Field Map ResultSets
    • 8.4.5.16 Deleting Service Entries
    • 8.4.5.17 Deleting Field Map ResultSets
    • 8.4.5.18 Adding/Editing Web Beacon Object Names to the Web Beacon ID List
• 8.5 Report Generation
  • 8.5.1 Oracle and DB2 Case Sensitivity
  • 8.5.2 Access Control Lists and Content Tracker Reports Secure Mode
  • 8.5.3 Pre-Defined Reports
    • 8.5.3.1 Default Report Format
    • 8.5.3.2 Content Dashboard Feature
    • 8.5.3.3 Drill Down Report Feature
  • 8.5.4 Custom Reports
    • 8.5.4.1 Custom Report Queries and Oracle
    • 8.5.4.2 Custom Report Queries and Extended Service Tracking
    • 8.5.4.3 Custom Report Query Display Results
  • 8.5.5 External Report Generator
  • 8.5.6 User Authentication/Authorization and Auditing
  • 8.5.7 Site Studio Web Site Activity Reporting
    • 8.5.7.1 Main Page Site Studio Report Links
    • 8.5.7.2 Site Studio Pre-Defined Reports
  • 8.5.8 Security Checks and Query Results
    • 8.5.8.1 Security Checks Preference Variable
    • 8.5.8.2 Report Queries and Security Modes
    • 8.5.8.3 Security Mode Selection
    • 8.5.8.4 Customization for Report Query Security
  • 8.5.9 Using Content Tracker Reports
    • 8.5.9.1 Generating Reports
    • 8.5.9.2 Accessing Drill Down Reports
    • 8.5.9.3 Accessing Reports from the Information Page
    • 8.5.9.4 Viewing Access Results by Revision
    • 8.5.9.5 Viewing Access Results for All Versions Combined
    • 8.5.9.6 Creating Custom Report Queries
    • 8.5.9.7 Changing the Security Checks Preference Setting
    • 8.5.9.8 Enabling/Disabling Security Checks for Report Queries
    • 8.5.9.9 Creating Secure Report Queries
    • 8.5.9.10 Using an External Report Generator
• 8.6 Service Call Configuration
  • 8.6.1 About the Service Call Configuration File
    • 8.6.1.1 General Service Call Logging
    • 8.6.1.2 Extended Service Call Tracking Function
    • 8.6.1.3 Service Call Configuration File Contents
    • 8.6.1.4 ResultSet Examples
  • 8.6.2 About the Content Tracker Logging Service
  • 8.6.3 Managing Service Call Information
    • 8.6.3.1 Manually Editing the SctServiceFilter.hda File
    • 8.6.3.2 Setting Required DataBinder Fields to Call the Content Tracker Logging Service
    • 8.6.3.3 Calling the Content Tracker Logging Service from an Application
    • 8.6.3.4 Calling the Content Tracker Logging Service from IdocScript
• 8.7 Configuration and Customization
  • 8.7.1 Configuration Variables
  • 8.7.2 Manually Setting Content Tracker Configuration Variables
  • 8.7.3 Activity Metrics SQL Queries
    • 8.7.3.1 Customizing the Activity Metrics SQL Queries
    • 8.7.3.2 Customizing the Autoload Option SQL Query
  • 8.7.4 External Users and Content Item Tracking
• 8.8 Troubleshooting
  • 8.8.1 Web Server Filter Debugging Support
  • 8.8.2 Setting the Debug Plugin
  • 8.8.3 Java Code Debugging Support
  • 8.8.4 DataBinder Dump Facility
    • 8.8.4.1 Values for the DataBinder Dump Facility
    • 8.8.4.2 About DataBinder Object Dump Files
    • 8.8.4.3 Location of the DataBinder Object Dump Files
    • 8.8.4.4 Names of the DataBinder Object Dump Files
  • 8.8.5 Accessing the DataBinder Object Dump File
  • 8.8.6 Setting the Debugging Configuration Variables

9 Managing Content Categorizer

• 9.1 About Content Categorizer
  • 9.1.1 Search Rules
  • 9.1.2 XML Conversion
    • 9.1.2.1 Flexiondoc XML Converter
    • 9.1.2.2 SearchML XML Converter
  • 9.1.3 Operating Requirements
  • 9.1.4 Operating Modes
    • 9.1.4.1 Interactive Mode Process
    • 9.1.4.2 Batch Mode: Process
• 9.2 Setting Up Content Categorizer
  • 9.2.1 Setting XML Conversion Method
  • 9.2.2 Defining Field Properties (Optional)
  • 9.2.3 Configuration Variable
• 9.3 Search Rules
  • 9.3.1 Understanding Search Rules
    • 9.3.1.1 Search Rule Types
    • 9.3.1.2 Search Rule Guidelines
  • 9.3.2 Pattern Matching Search Rules
    • 9.3.2.1 Rule Types
    • 9.3.2.2 Key
    • 9.3.2.3 Count
    • 9.3.2.4 Examples
  • 9.3.3 Abstract Search Rules
    • 9.3.3.1 Rule Types
    • 9.3.3.2 Key
    • 9.3.3.3 Count
    • 9.3.3.4 Examples
  • 9.3.4 Option List Search Rule
    • 9.3.4.1 Rule Types
    • 9.3.4.2 Key
    • 9.3.4.3 Count
    • 9.3.4.4 Examples
  • 9.3.5 Categorization Engine Search Rule
    • 9.3.5.1 Rule Types
    • 9.3.5.2 Key
    • 9.3.5.3 Count
  • 9.3.6 Filetype Search Rule
    • 9.3.6.1 Rule Types
    • 9.3.6.2 Key
    • 9.3.6.3 Count
    • 9.3.6.4 Examples
  • 9.3.7 Defining Search Rules
    • 9.3.7.1 Defining Search Rules
    • 9.3.7.2 Defining Option List Keywords
    • 9.3.7.3 Applying Rules to the Type Field
• 9.4 Sample doc_config.htm Page
• 9.5 XSLT Transformation
  • 9.5.1 Translation
  • 9.5.2 Transformation Using XSLT Stylesheets
  • 9.5.3 SearchML Transformation
  • 9.5.4 Flexiondoc Transformation
    • 9.5.4.1 Document Properties Example
    • 9.5.4.2 Text Style Example
  • 9.5.5 Example Files

A User Interface

• A.1 Content Repository Interface
  • A.1.1 Configuration Manager Application Page
    • A.1.1.1 Content Item View Screen
    • A.1.1.2 User View Screen
    • A.1.1.3 Define Filter Screen
    • A.1.1.4 Show Columns Screen
  • A.1.2 Content Type Interface Screens
    • A.1.2.1 Content Types Screen
    • A.1.2.2 Add New/Edit Content Type Screen
  • A.1.3 Native File Format Interface Screens
    • A.1.3.1 File Formats Screen
    • A.1.3.2 Add New/Edit File Format Screen
    • A.1.3.3 Add/Edit File Extension Screen
  • A.1.4 Custom Fields Interface Screens
    • A.1.4.1 Configuration Manager: Information Field Tab
    • A.1.4.2 Add Metadata Field Name Screen
    • A.1.4.3 Add/Edit Metadata Field Screen
    • A.1.4.4 Add/Edit Custom Info Field: Configure Option List
    • A.1.4.5 Option List Storage Screen
    • A.1.4.6 Edit View Values Screen
    • A.1.4.7 Option List Screen
    • A.1.4.8 Edit Tree Definition Screen
    • A.1.4.9 Select Root Node for the Tree
    • A.1.4.10 Update Database Design Screen
    • A.1.4.11 Configuration Manager: Application Fields Tab
    • A.1.4.12 Add/Edit Application Field Screen
  • A.1.5 Repository Manager Interface Screens
    • A.1.5.1 Repository Manager Main Screen
    • A.1.5.2 Repository Manager: Content Tab Screen
  • A.1.6 Content Interface Screens
    • A.1.6.1 Information Screen
    • A.1.6.2 Add New Content Item Screen
    • A.1.6.3 Update Content Info Screen
  • A.1.7 Revision Interface Screens
    • A.1.7.1 Add New Revision Screen
    • A.1.7.2 Check Out Item Screen
    • A.1.7.3 Undo Check Out Screen
    • A.1.7.4 Resubmit Revision Screen
    • A.1.7.5 Delete Revision Screen
    • A.1.7.6 Delete All Revisions Screen
  • A.1.8 Workflow Revision Interface Screens
    • A.1.8.1 Approve Revision Screen
    • A.1.8.2 Reject Revision Screen
  • A.1.9 Subscription Interface Screens
    • A.1.9.1 Repository Manager: Subscriptions Tab
    • A.1.9.2 Add New/Edit Subscription Type Screen
    • A.1.9.3 Fields Screen
    • A.1.9.4 Users Subscribed Screen
    • A.1.9.5 Define Filter Screen
    • A.1.9.6 Content Item Subscribed Screen
    • A.1.9.7 Add Subscription Screen
    • A.1.9.8 Select User Screen
    • A.1.9.9 Select Alias Screen
    • A.1.9.10 Subscribers Screen
    • A.1.9.11 Subscription Detail Screen
  • A.1.10 Schema Interface Screens
    • A.1.10.1 Configuration Manager: Tables Tab
    • A.1.10.2 Select Table Screen
    • A.1.10.3 Create/Edit Table 'name' Screen
    • A.1.10.4 Add/Edit Column Screen
    • A.1.10.5 Configuration Manager: Views Tab
    • A.1.10.6 Add View Screen: Select Table
    • A.1.10.7 Add View Screen: Select Columns
    • A.1.10.8 Add/Edit View Screens
    • A.1.10.9 Edit Values For Views Screen
    • A.1.10.10 Add/Edit Value Screen
    • A.1.10.11 Edit Values: Edit Batch
    • A.1.10.12 Configuration Manager: Relations Tab
    • A.1.10.13 Add/Edit Relationship Screen
    • A.1.10.14 Edit Tree Screen
  • A.1.11 Content Profile Interface Screens
    • A.1.11.1 Configuration Manager: Profiles Tab
    • A.1.11.2 Edit Trigger Field Screen
    • A.1.11.3 Add Profile Screen
    • A.1.11.4 Add/Edit Profile Screen
    • A.1.11.5 Profile Links Screen
    • A.1.11.6 Check In/Search Link Screen: Conditions Tab
    • A.1.11.7 Check In/Search Link: Add Condition Screen
    • A.1.11.8 Check In/Search Link Screen: Custom Tab
    • A.1.11.9 Add Rule Screen
    • A.1.11.10 Preview Profile Screen
    • A.1.11.11 Preview Results Screen
  • A.1.12 Profile Rules Interface Screens
    • A.1.12.1 Configuration Manager: Rules Tab
    • A.1.12.2 Add/Edit Rule Screens
    • A.1.12.3 Edit Group Header Screen
    • A.1.12.4 Edit Activation Condition Screen Tabs
    • A.1.12.5 Edit Activation Condition: Add Condition Screen
    • A.1.12.6 Add Rule Field Screen
    • A.1.12.7 Add/Edit Rule Field 'name' Screen
    • A.1.12.8 Edit Default Value: Conditions Tab
    • A.1.12.9 Edit Default Value: Add Condition Screen
    • A.1.12.10 Edit Default Value: Select Field Screen
    • A.1.12.11 Edit Default Value: Custom Tab
    • A.1.12.12 Edit Derived Value: Conditions Tab
    • A.1.12.13 Edit Derived Value: Add Condition Screen
    • A.1.12.14 Edit Derived Value: Select Field Screen
    • A.1.12.15 Edit Derived Value: Custom Tab
    • A.1.12.16 Edit Restricted List Screen
• A.2 Workflows User Interface
  • A.2.1 The Workflow Admin Application
  • A.2.2 The Criteria Workflow User Interface
    • A.2.2.1 Workflow Admin: Criteria Tab
    • A.2.2.2 New/Edit Criteria Workflow Screen
    • A.2.2.3 Add New/Edit Step Screen
    • A.2.2.4 Add Alias to Step Screen
    • A.2.2.5 Add User to Step
    • A.2.2.6 Add Token to Step
    • A.2.2.7 Edit Additional Exit Condition Screen
  • A.2.3 The Basic Workflow User Interface
    • A.2.3.1 Workflow Admin: Workflows Tab
    • A.2.3.2 Add New/Edit Workflow Screen
    • A.2.3.3 Add Content to Workflow (New Content) Screen
    • A.2.3.4 Add Content to Workflow (Existing Content) Screen
    • A.2.3.5 Add Alias to Workflow Screen
    • A.2.3.6 Add New/Edit Step Screen
    • A.2.3.7 Add Alias to Step Screen
    • A.2.3.8 Add User: Basic Workflow
    • A.2.3.9 Add Token: Basic Workflow
    • A.2.3.10 Edit Additional Exit Condition Screen
    • A.2.3.11 Start Workflow Screen
  • A.2.4 Tokens User Interface
    • A.2.4.1 Workflow Tokens Screen
    • A.2.4.2 Add/Edit Token Screen
    • A.2.4.3 Add Token User Screen
  • A.2.5 The Jump User Interface
    • A.2.5.1 Add New/Edit Step Screen: Events Tab
    • A.2.5.2 Edit Script for StepName Screen
    • A.2.5.3 Script Properties Screen
    • A.2.5.4 Select Target Step Screen
    • A.2.5.5 Add/Edit Jump Screen Tabs
    • A.2.5.6 Content Item View Screen
  • A.2.6 Workflow Template Interface Screens
    • A.2.6.1 Workflow Admin: Templates Tab
    • A.2.6.2 Add/Edit Template Screen
    • A.2.6.3 Add New/Edit Step Screen
    • A.2.6.4 Add Alias to Step Screen
    • A.2.6.5 Add User to Step
    • A.2.6.6 Add Token: Templates
    • A.2.6.7 Edit Additional Exit Condition Screen
  • A.2.7 Workflow Scripts User Interface
    • A.2.7.1 Workflow Scripts Screen
    • A.2.7.2 Add/Edit Script Screen
    • A.2.7.3 Add/Edit Script Screen: Jumps Tab
    • A.2.7.4 Add/Edit Script Screen: Custom Tab
    • A.2.7.5 Add/Edit Script Screen: Test Tab
    • A.2.7.6 Add/Edit Jump Screen
    • A.2.7.7 Add/Edit Jump Screen: Side Effects Tab
    • A.2.7.8 Add/Edit Jump Screen: Message Tab
    • A.2.7.9 Content Item View Screen
    • A.2.7.10 Select Workflow Step Screen
• A.3 PDF Watermark Interface
  • A.3.1 PDF Watermark Administration Screen
  • A.3.2 Rules Tab
  • A.3.3 Add New/Edit Rule Screen
  • A.3.4 Add New/Edit Criteria Screen
  • A.3.5 Templates Tab
  • A.3.6 Add New/Edit Template Screen
  • A.3.7 Add New/Edit Text Watermark Screen
  • A.3.8 Add New/Edit Image Watermark Screen
  • A.3.9 Configuration Tab
  • A.3.10 Edit Default Value Screen
• A.4 Folders Interface
  • A.4.1 Folder Configuration Link
  • A.4.2 Virtual Folder Administration Configuration Page
  • A.4.3 System Folder Configuration Page
  • A.4.4 System Default Information Field Configuration Page
  • A.4.5 Local Folders Page
  • A.4.6 Information Field Inherit Configuration Page
• A.5 Folios Interface
  • A.5.1 Create/Edit Folio Template Page
    • A.5.1.1 Structure Tab
    • A.5.1.2 Folio Structure Tray
    • A.5.1.3 Element Info Tray
    • A.5.1.4 Source Items Tray
    • A.5.1.5 Properties Tab
• A.6 Content Tracker Interface
  • A.6.1 Data Engine Control Center
    • A.6.1.1 Collection Tab
    • A.6.1.2 Reduction Tab
    • A.6.1.3 Schedule Tab
    • A.6.1.4 Snapshot Tab
    • A.6.1.5 Services Tab
    • A.6.1.6 Extended Services Tracking Screen
    • A.6.1.7 Field Map Screen
  • A.6.2 Content Tracker Report Generator Main Page
• A.7 Content Categorizer Interface
  • A.7.1 Content Categorizer Admin Applet Page
  • A.7.2 Configuration Tab
    • A.7.2.1 Property Config Screen
    • A.7.2.2 Log Levels
  • A.7.3 Rule Sets Tab
    • A.7.3.1 Add Ruleset Screen
    • A.7.3.2 Add/Edit Rule for Field Screen
    • A.7.3.3 Key Field
    • A.7.3.4 Count Field
  • A.7.4 Option Lists Tab
  • A.7.5 Filetype Maps Tab
    • A.7.5.1 Add/Edit Filetype Map Screen
    • A.7.5.2 Filetype Mapping Operation
  • A.7.6 Categorizer Engines Tab
    • A.7.6.1 Add/Edit Categorizer Engine Screen
  • A.7.7 Query Trees Tab
    • A.7.7.1 Build Query Tree Screen
    • A.7.7.2 Delete Query Tree Screen
    • A.7.7.3 Needs Rebuild? and Is Orphan? Status
  • A.7.8 Field Properties Tab
    • A.7.8.1 Field Properties Screen
  • A.7.9 Batch Categorizer Screen
  • A.7.10 Define Filter Screen
  • A.7.11 Show Columns Screen
  • A.7.12 Categorize Existing Screen
• A.8 Web Layout Editor Interface
  • A.8.1 Web Layout Editor Page
    • A.8.1.1 Web Page Hierarchy Pane
    • A.8.1.2 Page Properties Pane
    • A.8.1.3 Page Links Pane
  • A.8.2 Add Page Link Screen
  • A.8.3 Add Web Page Screen
  • A.8.4 Edit Local Page Link Screen
  • A.8.5 Edit External URL Screen
  • A.8.6 Edit Page Properties Screen
  • A.8.7 Edit Active Report Query Screen
  • A.8.8 Create Historical Report Screen
  • A.8.9 Query Link Definition Screen
  • A.8.10 Add/Edit Query Results Page

B Building a Web Site

• B.1 Planning a Web Site
  • B.1.1 About Planning a Web Site
  • B.1.2 Defining the Site Structure and Displaying Criteria
  • B.1.3 Task Sequence
• B.2 Working with Web Pages
  • B.2.1 About Web Pages
  • B.2.2 Local Page
  • B.2.3 External URL
  • B.2.4 Query
  • B.2.5 Report
• B.3 Using the Web Layout Editor Application
  • B.3.1 Adding a New Web Page
  • B.3.2 Editing Web Page Properties
  • B.3.3 Creating a Local Page Link
  • B.3.4 Creating an External URL Link
  • B.3.5 Editing a Hierarchical Web Page Structure
• B.4 Working with Reports
  • B.4.1 About Reports
  • B.4.2 Defining an Active Report
  • B.4.3 Defining a Historical Report
  • B.4.4 Editing a Query Expression in an Active Report
• B.5 Writing Queries
  • B.5.1 About Writing Queries
  • B.5.2 Writing Directory Queries
  • B.5.3 Writing Report Queries
    • B.5.3.1 Basic SQL Script
    • B.5.3.2 Basic SQL Examples
  • B.5.4 Creating a Query Link
  • B.5.5 Editing the Query Expression in a Query Link
  • B.5.6 Adding a Query Results Page
  • B.5.7 Editing a Query Results Page
  • B.5.8 Deleting a Query Results Page

Index