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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
1
Introduction
1.1
About This Guide
1.2
Product Overview
1.2.1
Content Server
1.2.2
Content Repository
1.2.3
Revision Control
1.2.4
Metadata
1.2.5
Security Groups and Accounts
1.2.6
Roles
1.2.7
Permissions
1.2.8
Users
1.2.9
Access Control List (ACL) Security
1.2.10
Conversion Features
1.2.11
Indexing
1.2.12
Finding Content
1.2.13
Storing and Moving Content with Folders and WebDAV
1.2.14
Grouping Content
1.2.15
Managing Images and Videos
1.2.16
Routing Content Through Workflows
2
Getting Started
2.1
Using a Supported Web Browser
2.2
Accessing Oracle Content Server
3
Becoming Familiar with the Interface
3.1
Customizable Interface
3.2
Portal Navigation Bar
3.3
Toolbar
3.4
Home Page
3.5
Actions Menus
3.6
Pop-Up Calendar
3.6.1
Pop-Up Calendar Screen
3.6.2
Setting Release and Expiration Dates
3.6.3
Updating Expiration Dates
3.7
Personalizing the Interface
3.7.1
About Personalization
3.7.2
Editing Your User Profile
3.7.3
Creating a Custom Search Result Template
3.7.4
Editing Saved Queries
3.7.5
Saving Personal URLs
3.7.6
User Profile Page
3.7.7
My Oracle Content Server Tray
3.7.8
Search Result Templates
3.7.9
Classic View Template
3.7.10
Headline View Template
3.7.11
Thumbnail View Template
3.8
Creating and Editing Custom Search Result Templates
4
Finding Content Items
4.1
Options for Finding Content Items
4.2
Searching with Oracle Text Search
4.2.1
Specifying a Search on the Expanded Form
4.2.2
Specifying a Search on the Query Builder Form
4.2.3
Metadata Search Operators for Oracle Text Search
4.2.4
Metadata Wildcards
4.2.5
Searching for Expired Content
4.2.5.1
Searching for Expired Content
4.2.5.2
Searching for Content About to Expire
4.3
Searching with Database Metadata Search
4.3.1
About Metadata Searching
4.3.2
Performing a Metadata Search
4.3.3
Metadata Search Operators for a Database Metadata Search
4.3.4
Metadata Search Case Sensitivity
4.3.5
Metadata Wildcards
4.3.6
Searching for Expired Content
4.3.6.1
Searching for Expired Content
4.3.6.2
Searching for Content About to Expire
4.4
Searching with Database Full-Text Search
4.4.1
About Full-Text Searching
4.4.2
Full-Text Search Rules
4.4.3
Full-Text Search Case Sensitivity
4.4.4
Full-Text Search Wildcards
4.4.5
Oracle Database Full-Text Search Options
4.4.5.1
Oracle Database Full-Text Search Operators
4.4.5.2
Oracle Database Full-Text Highlighting
4.4.6
Performing a Full-Text Search
4.5
Browsing to Content
4.5.1
Browsing Content to Find a File
4.5.2
Browse Content Tray
4.5.2.1
Library Folders
4.5.2.2
Links from Folders
4.6
Using Additional Search Capabilities
4.6.1
Internet-Style Search Syntax
4.6.2
Complex Queries and Alternate Query Formats
4.7
Search Pages
4.7.1
Quick Search Field
4.7.2
Home Page Search Fields
4.7.3
Search Tray
4.7.4
Advanced Search Page
4.7.5
Query Builder Form
4.8
Working with Search Results
4.8.1
Displaying Search Results
4.8.2
Changing the Search Results View
4.9
Searching Referenced Links (optional)
4.9.1
About Searching Links
4.9.2
Link References on the Content Information Page
4.9.3
Notification of Expiration
4.9.4
Performing a Link Search
4.9.5
Checking Content Item Link References
4.9.5.1
Checking Link References from the Search Results Page
4.9.5.2
Checking Link References from the Link Manager's Search Links page
4.9.6
Checking the Link Information About Specific Links
4.9.6.1
Checking Link Information from the Content Information Page
4.9.6.2
Checking Link Information from the Search Links Page
4.10
Saving Queries
4.10.1
About Saved Queries
4.10.2
Saving a Query
4.11
Finding Recent Queries
4.11.1
Rerunning a Recent Query
4.11.2
Clearing Recent Queries
4.12
Content Data Tracking and Reporting
4.12.1
About Content Tracker
4.12.2
About Content Tracker Reports
4.12.2.1
Content Access Reports
4.12.2.2
Content Dashboard Feature
4.12.2.3
Drill Down Report Feature
5
Working with Files
5.1
Understanding the Lifecycle of a File
5.1.1
Revision Lifecycle
5.1.2
Revision Status
5.1.3
Determining the Revision Status
5.2
Viewing Content Information
5.3
Working with File Revisions
5.3.1
Viewing the Revision History
5.3.2
Deleting Revisions
5.4
Content Item Metadata
5.4.1
Updating Metadata
5.4.2
Recategorizing Metadata
5.5
Viewing a File
5.5.1
About Viewing a File
5.5.2
Viewing a Web-Viewable File
5.5.3
Viewing a Native File
5.6
Discussing Content
5.6.1
About Discussion Posts and Threads
5.6.2
Initiating a Discussion from the Content Information Page
5.6.3
Initiating a Discussion from the Search Results Page
5.6.4
Initiating a Discussion from the Workflow Review Page
5.6.5
Viewing a Threaded Discussion
5.6.6
Replying to a Posting
5.6.7
Printing a Threaded Discussion
5.6.8
Deleting a Threaded Discussion
5.6.9
Searching with the Discussion Type Field
5.6.9.1
Searching for Content That Is a Discussion
5.6.9.2
Searching for Content That Is Not a Discussion
5.7
Subscribing to New Revisions of a Content Item
5.7.1
About Subscriptions
5.7.2
Subscribing to a Content Item
5.7.3
Viewing Your Current Subscriptions
5.7.4
Unsubscribing from a Content Item
5.7.5
Unsubscribing from a Criteria Group
6
Checking In Files
6.1
About Manual File Check-In
6.2
Primary and Alternate Files
6.3
Watermarks and File Check-In
6.3.1
About PDF Watermark
6.3.2
Watermark Templates
6.3.3
Content Check-In Form
6.4
Checking In Single Files
6.4.1
Checking In a New File
6.4.2
Checking In a Similar File
6.4.3
Checking In a Revised File
6.5
Checking In Multiple Files
6.5.1
About Multiple File Check-In
6.5.2
Upload Applet Requirements
6.5.3
Checking In Multiple Files Using Upload
6.6
Important Considerations
6.6.1
Multibyte Characters
6.6.2
Content Profiles
7
Checking Out Files
7.1
About Manual File Check-Out
7.2
Checking Out Single Files
7.3
Using Check Out and Open
7.3.1
About Checking Out and Opening Content
7.3.2
Opening Content from Oracle Content Server
7.4
Checking Out Multiple Files
7.4.1
About Multiple File Check-Out
7.4.2
Download Applet Requirements
7.4.3
Download Options on Search Results Pages
7.4.4
Downloading Multiple Files
8
Working with Workflows
8.1
About Workflows
8.1.1
Workflow Types
8.1.2
Workflow Steps
8.1.3
Postprocess Workflow Options
8.1.4
Workflow Process
8.1.5
Workflow Tasks
8.2
Participating in a Workflow
8.2.1
Entering a File to a Workflow
8.2.2
Reviewing Revisions in a Workflow
8.2.3
Working with a Rejected Revision
8.3
Viewing Workflow Information
8.3.1
Workflow Information
8.3.2
Viewing a List of Active Workflows
8.3.3
Viewing a List of Your Workflows
8.3.4
Viewing Workflow History and Information About a Workflow Step
8.3.5
Viewing Content Information
9
Storing and Moving Content with Folders/WebDAV
9.1
Introduction
9.1.1
About Folders
9.1.1.1
Content Item Security
9.1.1.2
Folder Metadata Inheritance
9.1.1.3
Default Metadata Values
9.1.1.4
Trash Bin
9.1.1.5
Metadata Propagation
9.1.1.6
Folder Content Item Revisions
9.1.2
About WebDAV
9.1.2.1
What is WebDAV?
9.1.2.2
WebDAV Clients
9.1.2.3
WebDAV Connection Strings
9.2
Working with Folders
9.2.1
Naming Folders
9.2.2
Defining User Configuration Settings
9.2.3
Defining User Metadata Defaults for New Content
9.2.4
Defining User Metadata Defaults for Revised Content
9.2.5
Viewing Virtual Folders
9.2.6
Viewing Content Items
9.2.7
Checking In Content
9.2.8
Adding Virtual Folders
9.2.9
Modifying Virtual Folders
9.2.10
Moving Virtual Folders and Content
9.2.11
Creating a Shortcut
9.2.11.1
Creating a Shortcut from an Exploring Page
9.2.11.2
Creating a Shortcut from a Folder Information or Content Information Page
9.2.12
Deleting Virtual Folders and Their Content
9.2.12.1
About Deleting Folders and Content
9.2.12.2
Deleting a Folder or Content Item
9.2.12.3
Permanently Deleting Folders and Content from Trash
9.2.13
Restoring Folders and Content from Trash
9.2.14
Propagating Metadata
9.2.15
Searching for Content in Folders
9.3
Working with WebDAV
9.3.1
Setting Up a Web Folder
9.3.2
Working with Virtual Folders
9.3.2.1
Folder Name Constraints
9.3.2.2
Viewing Virtual Folders
9.3.2.3
Creating a New Virtual Folder
9.3.2.4
Deleting a Virtual Folder
9.3.2.5
Restoring a Virtual Folder
9.3.2.6
Setting Default Folder Metadata
9.3.3
Working with Content
9.3.3.1
Checking In Content
9.3.3.2
Checking Out Content
9.3.3.3
Viewing Content
9.3.3.4
Modifying Content
9.3.3.5
Deleting Content
9.3.3.6
Restoring Content
9.3.3.7
Copying Content
9.3.3.8
Moving Content
9.3.4
Displaying Web Pages
9.3.4.1
Configuring Windows Explorer
9.3.4.2
Displaying a Web Page
10
Grouping Content with Folios
10.1
Content Folios
10.1.1
About Content Folios
10.1.1.1
What a Folio Is
10.1.1.2
The Folio Structure
10.1.2
When to Use a Folio
10.1.2.1
Structured Organization of Content
10.1.2.2
Management of Records and Reports
10.1.2.3
Management of Digital Assets and Production
10.1.2.4
Custom Uses
10.2
Working with Folios
10.2.1
Creating a Simple Folio
10.2.2
Creating an Advanced Folio
10.2.3
Modifying Folio Structure and Content
10.2.3.1
Editing a Simple Folio
10.2.3.2
Editing an Advanced Folio
10.2.4
Taking Snapshots
10.2.5
Locking and Unlocking Folios
10.2.6
Downloading Folio Renditions
10.2.7
Finding Existing Folios
10.2.8
Viewing Folios
10.2.9
Viewing Folio Information
10.2.10
Subscribing to Folios
10.2.11
Using Digital Asset Baskets
10.2.11.1
Managing Digital Asset Baskets
10.2.11.2
Working with Digital Asset Baskets
10.2.12
Understanding Folio Workflows
11
Using Images and Videos
11.1
About Digital Asset Manager
11.2
Working with Digital Asset Manager
11.2.1
About Using Digital Asset Manager
11.2.2
Supported Input Formats
11.2.3
Supported Video Output Formats
11.2.4
Checking In a Digital Asset
11.2.5
Finding Renditions and Information
11.2.6
Rendition Information Page
11.2.7
Image Data Page
11.2.8
Rendition Parameters Page
11.2.9
Video Preferences Page
11.2.9.1
No Format Option
11.2.9.2
No Player Option
11.2.10
Working with Renditions
11.2.10.1
Storing Renditions in Your Digital Asset Basket
11.2.10.2
Viewing Items in Your Digital Asset Basket
11.2.10.3
Removing Items from Your Digital Asset Basket
11.2.10.4
Adding and Removing Renditions in a Rendition Set
11.2.10.5
Downloading Multiple Items
11.2.10.6
Creating Renditions
11.2.10.7
Updating Renditions
11.2.11
Working with Standard Content Items
11.2.12
Digital Asset Manager on a Macintosh Client
11.3
FlipFactory Supported Formats
11.3.1
Streaming Media Formats
11.3.2
Broadcast Media Formats
11.3.3
Professional Media Formats
11.4
Included Image Rendition Sets
11.4.1
BasicRenditions
11.4.2
ThumbnailOnly
11.4.3
MultipleFormats
11.5
Oracle Outside In Technology Image Formats
A
User Interface
A.1
Getting Started Screens
A.1.1
ExtranetLook Component Logout Option
A.2
Search Pages
A.2.1
Expired Content Page
A.2.2
Quick Search Field
A.2.3
Content Management Tray
A.2.4
Home Page Search Fields
A.2.5
Search Tray
A.2.5.1
Criteria Tab
A.2.5.2
Results Tab
A.2.6
Advanced Search Page
A.2.6.1
Expanded Form
A.2.6.2
Query Builder Form
A.2.7
Results Options
A.2.8
Search Results Page
A.2.9
Custom Description Column for Search Result Templates
A.2.10
Thumbnail View Advanced Options
A.3
Creating and Editing Custom Search Result Templates
A.3.1
Search Result Templates for user Page
A.3.2
Create/Edit Classic View Search Result Template Page
A.3.3
Classic View Basic Information
A.3.4
Classic View Customize Description Column
A.3.5
Classic View Advanced Options
A.3.6
Create/Edit Headline View Search Result Template Page
A.3.7
Headline View Basic Information
A.3.8
Headline View Customize Columns
A.3.9
Headline View Customize Description Column
A.3.10
Headline View Advanced Options
A.3.11
Create/Edit Thumbnail View Search Result Template Page
A.3.12
Thumbnail View Basic Information
A.3.13
Thumbnail View Customize Description Column
A.3.14
Thumbnail View Advanced Options
A.3.15
Saved Queries Page
A.3.16
My Recent Queries
A.3.17
My Recently Viewed Content
A.3.18
Personal URLs for User Name
A.4
Access Control Lists (ACL)
A.4.1
Access Control List Users, Groups, and Roles
A.4.2
Access Control List Permissions
A.5
Referenced Links Interface (optional)
A.5.1
Search Links Page
A.5.2
Link Search Results Page
A.5.3
Item Actions Menu
A.5.4
Link References on Content Information Page
A.5.4.1
Hide Link References
A.5.4.2
Show Link References
A.5.5
Link Info Page
A.6
Working with Files
A.6.1
Content Information Page
A.6.2
Revision History
A.6.3
Work In Progress Page
A.6.4
Info Update Form
A.6.5
Post Comment Form
A.6.5.1
Discussion Form Menu
A.6.6
Discussion Info Page
A.6.7
Content Information Page with Discussion Field
A.6.8
Subscriptions Page
A.6.9
Subscription Info Page
A.6.10
Subscribe To "Item" Page
A.6.11
Unsubscribe Page
A.7
Check-In and Check-Out Interface
A.7.1
Content Check-In Form
A.7.2
Dynamic Converter Check-In Fields
A.7.3
Check-In Confirmation Page
A.7.4
Upload Files Window
A.7.5
Select File Window
A.7.6
Select Files Window
A.7.7
Change Drive Window
A.7.8
Upload Message Screen
A.7.9
Checked-Out Content for user Page
A.7.10
Check-Out Confirmation Page
A.7.11
Checked-Out Content Page
A.7.12
Download Files Screen
A.7.13
Download Results Summary
A.8
Workflow Interface
A.8.1
Workflow Started Notification
A.8.2
Workflow Review Notification Message
A.8.3
Workflow Content Items Page
A.8.4
Reject Content Item Page
A.8.5
Workflow Content Item Reject Notification
A.8.6
Active Workflows Page
A.8.7
Workflow in Queue Page
A.8.8
Workflow Info For Item Page
A.8.9
Workflow Review Page
A.9
Folders Interface
A.9.1
Contribution Folders Link
A.9.2
Folder Configuration Link
A.9.3
User Profile Page
A.9.4
Folder Configuration Page
A.9.5
Default Information Field Configuration Page
A.9.6
Revision Information Field Configuration Page
A.9.7
Exploring Contribution Folders
A.9.8
Trash Exploring Page
A.9.9
Browsing Window
A.9.10
Hierarchical Folder Information Page
A.9.11
Hierarchy Folder Configuration Page
A.10
WebDAV Interface
A.10.1
Virtual Folders
A.10.2
User Interface
A.11
Folio User Interface
A.11.1
My Content Server Tray: My Baskets
A.11.2
Content Management Tray: New Folio
A.11.3
Pick Folio Type Page
A.11.4
Edit Simple Folio Page
A.11.5
Edit Folio Page
A.11.5.1
Folio Structure Tray
A.11.5.2
Element Info Tray
A.11.5.3
Source Items Tray
A.11.5.4
Actions Menu
A.11.5.5
Renderers Menu
A.11.6
Set Folio Profile Page
A.11.7
Folio Check In Page
A.11.8
Folio Check In Confirmation Page
A.11.9
View Folio Page
A.11.10
Manage Content Baskets Page
A.11.11
Content Basket Page
A.11.12
Move/Copy Basket Items Page
A.11.13
Insert Hypertext Page
A.11.14
Subscribe to folio_name page
A.12
Content Tracker Interface
Glossary
Index
Scripting on this page enhances content navigation, but does not change the content in any way.