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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
What's New
1.2.1
Release 11g (11.1.1.6.0)
1.2.2
Release 11g (11.1.1)
1.3
Administration Applications
1.3.1
User Types
1.3.2
Accessing Administration Applications
1.3.3
Running Administration Applications as Applets
1.3.4
Running Administration Applications in Standalone Mode
1.3.4.1
On Windows Systems
1.3.4.2
On UNIX Systems
2
Managing Repository Content
2.1
Content Types
2.1.1
Managing Content Types
2.2
Custom Fields
2.2.1
About Custom Fields
2.2.1.1
Application Fields
2.2.1.2
Custom Metadata Fields
2.2.1.3
Standard Metadata Fields
2.2.2
Adding or Editing a Custom Field
2.2.3
Rebuilding the Database or the Search Index
2.2.4
Defining an Option List
2.2.4.1
Defining Option List Storage
2.2.4.2
Adding or Editing Option List Content
2.2.4.3
Editing View Values
2.2.4.4
Using Tree Values
2.3
Native Content Conversion
2.3.1
Identifying MIME Types
2.3.2
Native Applications and Content Conversions
2.3.3
Associating File Types with Conversion Programs
2.3.4
Thumbnails
2.4
Managing Content and Revisions
2.4.1
Managing the Content List
2.4.1.1
Changing Column and Filter Settings
2.4.1.2
Changing Default Sort Order
2.4.2
Managing Content
2.4.2.1
Adding a New Content Item
2.4.2.2
Managing Content Metadata with Repository Manager
2.4.2.3
Managing Expired Content with Repository Manager
2.4.3
Managing Revisions
2.4.3.1
Check In and Checkout a Revision
2.4.3.2
Undo a Checkout or Resubmit a Revision
2.4.3.3
Deleting Revisions
2.4.3.4
Managing Workflow Revisions
2.5
Signing Content Electronically
2.5.1
About Electronic Signatures
2.5.2
Custom Electronic Signature Metadata
2.5.3
Adding or Editing a Custom Electronic Signature Field
2.6
Subscribing to Content
2.6.1
Using Subscriptions
2.6.1.1
Adding or Editing a Criteria Subscription
2.6.1.2
Adding or Unsubscribing Users
2.6.1.3
Viewing Subscription Information
2.6.1.4
Deleting a Criteria Subscription
2.7
Managing Linked Content with Link Manager
2.7.1
The Link Extraction Process
2.7.1.1
File Formats and Conversion
2.7.1.2
Link Status
2.7.2
Configuring Link Manager
2.7.2.1
Link Patterns
2.7.2.2
Database Tables
2.7.2.3
Link Manager Filters
2.7.3
Site Studio Integration
2.7.4
Link Administration
2.7.4.1
Alternative Refresh Methods
2.7.4.2
Recomputing and Refreshing Links in the ManagedLinks Table
3
Managing Schemas and Profiles
3.1
Using Schemas to Customize Metadata
3.1.1
Schema Structure
3.1.1.1
Tables
3.1.1.2
Views
3.1.1.3
Relationships
3.1.1.4
Schema Directory Structure
3.1.1.5
Sample Schema-Based Lists
3.1.2
Creating Schemas
3.1.2.1
Selecting Tables for the Schema
3.1.2.2
Creating the Schema View
3.1.2.3
Creating the Schema Relationships
3.1.2.4
Adding Metadata Fields
3.1.2.5
Enabling the Schema
3.1.2.6
Modifying the Publishing Cycle Interval
3.1.3
Schema Example: Dynamic Lists
3.1.4
Schema Example: Recursive Table for Multiple Trees
3.2
Using Profiles to Customize Content Screens
3.2.1
Content Profile Elements
3.2.1.1
Using a Profile Link
3.2.2
Content Profile Rules
3.2.2.1
Metadata Fields and Attributes in Rules
3.2.2.2
Activation Conditions in Rules
3.2.2.3
Restricted Lists in Rules
3.2.2.4
Regular Expressions
3.2.2.5
Using Rules to Group Metadata Fields
3.2.3
Display Results of Reordered Metadata Fields
3.2.3.1
General Sequence of Grouped Metadata Fields
3.2.3.2
Positioning Metadata Fields Within a Group
3.2.3.3
Display Results of Grouped Metadata Fields
3.2.3.4
Moving Fields
3.2.4
Managing Rules
3.2.4.1
Creating or Editing a Rule
3.2.4.2
Creating, Editing, or Deleting a Global Rule
3.2.4.3
Adding Metadata Fields in a Rule
3.2.4.4
Adding, Editing or Deleting Activation Conditions in Rules
3.2.4.5
Custom Conditions and Side Effects
3.2.4.6
Setting Default Values, Derived Values and Restricted Lists
3.2.4.7
Editing Default or Derived Values and Restricted Lists
3.2.4.8
Setting the Display of a Required Field
3.2.5
Content Profile Triggers
3.2.5.1
Selecting a Profile Trigger Field
3.2.5.2
Disabling a Profile Trigger Field
3.2.6
Creating and Using Content Profiles
3.2.6.1
Creating, Editing, or Deleting a Profile
3.2.6.2
Previewing a Profile
3.2.6.3
Troubleshooting a Profile
3.2.7
Content Profile Examples
3.2.7.1
Department-Based Content Profile
3.2.7.2
Black-Hole Resume Check In
3.2.7.3
Global Rule to Restrict Content Check-In Based on User Role
3.2.7.4
Global Rule Restricting Content Type Metadata Changes
4
Using Workflows
4.1
Introduction to Workflows
4.1.1
Workflow Steps
4.1.1.1
Events
4.1.1.2
Workflow Files
4.1.2
Workflow Step Evaluation Process
4.1.3
Workflow Participation
4.2
Planning a Workflow
4.2.1
Choosing a Workflow Type
4.2.1.1
Security Issues
4.2.2
Designing a Workflow
4.2.3
Modifying Workflows
4.3
Creating a Criteria Workflow
4.3.1
Criteria Workflow Process
4.3.1.1
Criteria Workflow Tips
4.3.2
Setting Up a Criteria Workflow
4.3.3
Changing a Criteria Workflow or Sub-workflow
4.3.4
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
Workflow Tokens
4.5.2.1
Token Syntax
4.5.2.2
Creating, Editing, or Deleting a Token
4.5.2.3
Token Examples
4.5.3
Workflow Jumps
4.5.3.1
Jumps and Events
4.5.3.2
Creating a Jump
4.5.3.3
Changing a Jump
4.5.3.4
Jump Examples
4.5.3.5
Jump Errors
4.6
Workflow and Script Templates
4.6.1
Creating or Modifying a Workflow Template
4.6.2
Creating a Script Template
4.6.2.1
Setting Up Jump Side Effects
4.6.2.2
Setting Up Script Template Conditional Statements
4.6.2.3
Testing the Script
4.6.2.4
Changing a Script Template
4.6.2.5
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
Requiring Step Authentication
4.8.2
Setting Up Parallel Workflows
4.8.3
Adding Ad Hoc Step Users
4.8.4
Customizing Criteria Workflow E-mails
4.8.4.1
Customizing E-mail 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
PDF Watermark
5.1
PDF Watermark Overview
5.1.1
Static Watermarks
5.1.2
Dynamic Watermarks
5.1.3
Types of Watermark
5.1.4
Templates
5.1.4.1
Watermark Metadata Configuration
5.1.4.2
Template Security
5.1.4.3
Password Encryption
5.1.5
Dynamic Watermark Rules
5.1.6
PDF Optimization
5.1.7
Watermark Placement
5.2
Watermarking Scenarios
5.2.1
Static Watermarking Scenario
5.2.2
Dynamic Watermarking Scenario
5.3
Managing PDF Watermark
5.3.1
Specifying the Classpath for an Encryption Library
5.3.2
Starting PDF Watermark Administration
5.3.3
Setting Template Metadata Defaults
5.3.4
Adding or Editing Templates
5.3.4.1
Setting Security
5.3.4.2
Add or Edit a Text Watermark
5.3.4.3
Add or Edit an Image Watermark
5.3.4.4
Add or Edit an Electronic Signature Watermark
5.3.5
Creating and Editing Rules
6
Using Folders and WebDAV
6.1
Using Folders
6.1.1
The Folders Interface
6.1.2
Folders and Files
6.1.3
Shortcuts and Links
6.1.3.1
Folders and Shortcuts
6.1.3.2
Content Item Links
6.1.4
Query Folders and Folder Search
6.1.5
Folders Retention
6.1.6
Personal Folder
6.1.7
Security and User Access
6.1.8
Content Item Versioning
6.1.9
Folder and Content Item Metadata
6.1.9.1
Default Metadata
6.1.9.2
Metadata Propagation
6.1.9.3
Metadata Profiles
6.2
Managing Folders
6.2.1
Setting Configuration Variables
6.2.1.1
Folder Variables
6.2.1.2
Folders Migration Variables
6.2.1.3
Folders WebDAV Variables
6.2.2
Working with Retention Scheduling
6.2.2.1
Specify Retention Rules
6.2.2.2
Configure Retention Schedule
6.2.3
Migrating to the Folders Structure
6.3
Using Contribution Folders
6.3.1
Usage and Structure
6.3.2
Contribution Folders Component Security
6.3.3
Trash Bin
6.3.4
Metadata Propagation and Default Values
6.3.5
Latest Version versus Latest Released Version
6.3.6
Local Contribution Folders
6.3.7
Contribution Folder Archiving and Searching
6.3.8
Optimizing Performance
6.3.9
Metadata Inheritance
6.4
Managing Contribution Folders
6.4.1
Configuring Contribution Folders
6.4.1.1
Setting Folder and File Limits
6.4.1.2
Enabling and Disabling System Folders
6.4.1.3
Disabling the Trash Bin
6.4.1.4
Defining System Default Metadata
6.4.1.5
Configuring Metadata Propagation
6.4.1.6
Hiding Metadata Fields Globally Except for Specific Folders
6.4.2
Managing Local Folders
6.4.2.1
Specifying Local Folders
6.4.2.2
Rebuilding Local Folders
6.4.2.3
Removing Local Folders
6.4.3
Archiving Contribution Folders
6.4.3.1
Exporting an Archive
6.4.3.2
Importing an Archive
6.4.4
URL-Mapped Folders
6.5
WebDAV Interface
6.5.1
WebDAV Clients
6.5.2
WebDAV Architecture
6.5.3
WebDAV Folders
6.5.4
Multiple Concurrent Language Support
6.6
Administering WebDAV
6.6.1
WebDAV Connection Strings
6.6.2
Default Content Item Naming
6.6.3
Security and WebDAV
6.7
WebDAV Troubleshooting
6.7.1
Zero-Byte Files
6.7.1.1
Cause
6.7.1.2
Solution
6.7.2
No Connection to WebDAV Folder
6.7.2.1
Cause
6.7.2.2
Solution
6.7.3
Other Connection Issues
6.7.4
Double-Byte Characters in File Name
6.7.4.1
Cause
6.7.4.2
Solution
6.7.5
Number Sign in Virtual Folder Name or File Name
6.7.5.1
Cause
6.7.5.2
Solution
6.7.6
ExtranetLook Component Problem
6.7.6.1
Cause
6.7.6.2
Solution
6.7.7
Content Item "Stuck" in Auto-Contribution Workflow Step
6.7.7.1
Cause
6.7.7.2
Solution
6.7.8
Deleting Content From Contribution Folders for Site Studio Web Site
6.7.8.1
Cause
6.7.8.2
Solution
6.7.9
WebDAV Drag and Drop Does not Work With Windows 2000
6.7.9.1
Cause
6.7.9.2
Solution
6.7.10
Folder Shortcuts Do Not Show Latest Changes
6.7.10.1
Cause
6.7.10.2
Solution
6.7.11
Profile Rule for All WebDAV Requests
6.7.11.1
Solution
7
Managing Content Folios
7.1
Using Content Folios
7.2
Managing Content Folios
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
Using Content Tracker
8.1
Content Tracker Functionality
8.1.1
Content Tracker and Content Tracker Reports
8.1.2
Data Recording, Reduction, and Reporting
8.1.3
Content Tracker Terminology
8.1.4
Installation Considerations
8.2
Operational Details
8.2.1
Data Collection
8.2.1.1
Service Handler Filter
8.2.1.2
Web Server Filter Plug-in
8.2.1.3
Logging Service
8.2.1.4
Enabling or Disabling Data Collection
8.2.2
Data Reduction
8.2.2.1
Standard Data Reduction Process
8.2.2.2
Data Reduction Process with Activity Metrics
8.2.2.3
Data Reduction Cycles
8.2.2.4
Access Modes and Data Reduction
8.2.2.5
Reduction Sequence for Event Logs
8.2.2.6
Reduction Schedules
8.2.2.7
Running Data Reduction Manually
8.2.2.8
Setting Data Reduction to Run Automatically
8.2.2.9
Deleting Data Files
8.2.3
Content Tracker Event Logs
8.2.4
Combined Output Table
8.2.5
Data Output
8.2.5.1
Content Item Metadata
8.2.5.2
User Metadata Tables
8.2.5.3
Reduction Log Files
8.2.6
Tracking Limitations
8.2.6.1
Tracking Limitations in Single-Box Clusters
8.2.6.2
Static URLs and WebDAV
8.2.6.3
Data Directory Protections
8.2.6.4
ExtranetLook Component
8.3
Data Tracking Functions
8.3.1
Activity Snapshots
8.3.1.1
Search Relevance Metrics
8.3.1.2
Enabling the Snapshot Function
8.3.1.3
Creating the Search Relevance Metadata Fields
8.3.1.4
Setting a Check-in Time Value for the Last Access Field
8.3.1.5
Populating the Last Access Field for Batch Loads and Archives
8.3.1.6
Linking Activity Metrics to Metadata Fields
8.3.1.7
Editing the Snapshot Configuration
8.3.2
Service Calls
8.3.3
Web Beacon Functionality
8.4
Content Tracker Reports
8.4.1
Report Features and Considerations
8.4.1.1
Oracle and DB2 Case Sensitivity
8.4.1.2
Access Control Lists and Content Tracker Reports Secure Mode
8.4.1.3
User Authentication/Authorization and Auditing
8.4.1.4
Site Studio Web Site Activity Reporting
8.4.2
Report Creation Types
8.4.2.1
Pre-Defined Reports
8.4.2.2
Custom Reports
8.4.2.3
Generating Reports
8.4.2.4
Accessing Reports from the Information Page
8.4.2.5
External Report Generators
8.4.3
Security Checks and Query Results
8.4.3.1
Security Mode Examples
8.4.3.2
Pre-Defined Reports and Security Modes
8.4.3.3
Custom Reports and Security Modes
8.4.3.4
Changing the Security Configuration
8.4.3.5
Security Mode Selection
8.4.3.6
Enabling or Disabling Security Checks for Report Queries
8.4.3.7
Customization for Report Query Security
8.4.3.8
Creating Secure Report Queries
8.4.4
Using Content Tracker Reports
8.4.4.1
Generating Reports
8.4.4.2
Accessing Drill Down Reports
8.4.4.3
Accessing Reports from the Information Page
8.4.4.4
Viewing Access Results by Revision
8.4.4.5
Viewing Access Results for All Versions Combined
8.4.4.6
Creating Custom Report Queries
8.5
Troubleshooting
8.5.1
Web Server Filter Plug-in Debugging Support
8.5.2
Java Code Debugging Support
8.5.3
DataBinder Dump Facility
9
Using Content Categorizer
9.1
Content Categorizer Functionality
9.1.1
XML Conversion
9.1.2
Search Rules Overview
9.1.3
Using Content Categorizer
9.1.3.1
Operating Modes
9.2
Setting Up Content Categorizer
9.2.1
Setting XML Conversion Method
9.2.2
Defining Field Properties (Optional)
9.3
Search Rules
9.3.1
Search Rule Guidelines
9.3.2
Search Rule Types
9.3.2.1
Pattern Matching Search Rules
9.3.2.2
Abstract Search Rules
9.3.2.3
Option List Search Rule
9.3.2.4
Categorization Engine Search Rule
9.3.2.5
Filetype Search Rule
9.3.3
Defining Search Rules
9.3.3.1
Creating a Search Rule
9.3.3.2
Defining Option List Keywords
9.3.3.3
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 Style Sheets
9.5.3
SearchML Transformation
9.5.4
Flexiondoc Transformation
A
User Interface
A.1
Content Repository Interface
A.1.1
Using a Supported Web Browser
A.1.2
Configuration Manager Page
A.1.2.1
Content Item View Screen
A.1.2.2
User View Screen
A.1.2.3
Define Filter Screen
A.1.2.4
Show Columns Screen
A.1.3
Content Type Interface Screens
A.1.3.1
Content Types Screen
A.1.3.2
Add/Edit Content Type Screen
A.1.4
Native File Format Interface Screens
A.1.4.1
File Formats Screen
A.1.4.2
Add/Edit File Format Screen
A.1.4.3
Add/Edit File Extension Screen
A.1.5
Configure Thumbnail Options Screen
A.1.6
Custom Fields Interface Screens
A.1.6.1
Configuration Manager: Information Field Tab Screen
A.1.6.2
Add Metadata Field Name Screen
A.1.6.3
Add/Edit Metadata Field Screen
A.1.6.4
Configure Option List Screen
A.1.6.5
Option List Storage Screen
A.1.6.6
Edit View Values Screen
A.1.6.7
Option List Screen
A.1.6.8
Edit Tree Definition Screen
A.1.6.9
Select Root Node for the Tree
A.1.6.10
Advanced Search Design Screen
A.1.6.11
Advanced Options for Field Screen
A.1.6.12
Update Database Design Screen
A.1.6.13
Configuration Manager: Application Fields Tab Screen
A.1.6.14
Add/Edit Application Field Screen
A.1.7
Electronic Signatures Configuration Screen
A.1.8
Repository Manager Interface Screens
A.1.8.1
Repository Manager Main Screen
A.1.8.2
Repository Manager: Content Tab Screen
A.1.9
Content Interface Screens
A.1.9.1
Information Screen
A.1.9.2
Add New Content Item Screen
A.1.9.3
Update Content Info Screen
A.1.10
Revision Interface Screens
A.1.10.1
Add New Revision Screen
A.1.10.2
Check Out Item Screen
A.1.10.3
Undo Check Out Screen
A.1.10.4
Resubmit Revision Screen
A.1.10.5
Delete Revision Screen
A.1.10.6
Delete All Revisions Screen
A.1.11
Workflow Revision Interface Screens
A.1.11.1
Approve Revision Screen
A.1.11.2
Reject Revision Screen
A.1.12
Subscription Interface Screens
A.1.12.1
Repository Manager: Subscriptions Tab Screen
A.1.12.2
Add/Edit Subscription Type Screen
A.1.12.3
Fields Screen
A.1.12.4
Users Subscribed Screen
A.1.12.5
Define Subscription Filter Screen
A.1.12.6
Content Item Subscribed Screen
A.1.12.7
Add Subscription Screen
A.1.12.8
Select User Screen
A.1.12.9
Select Alias Screen
A.1.12.10
Subscribers Screen
A.1.13
Managed Links Administration Page
A.1.14
Schema Interface Screens
A.1.14.1
Configuration Manager: Tables Tab Screen
A.1.14.2
Select Table Screen
A.1.14.3
Create/Edit Table 'name' Screen
A.1.14.4
Add/Edit Column Screen
A.1.14.5
Configuration Manager: Views Tab Screen
A.1.14.6
Add View Screen: Select Table Screen
A.1.14.7
Add View Screen: Select Columns Screen
A.1.14.8
Add/Edit View Screen
A.1.14.9
Edit Values For Views Screen
A.1.14.10
Add/Edit Value Screen
A.1.14.11
Edit Values: Edit Batch
A.1.14.12
Configuration Manager: Relations Tab
A.1.14.13
Add/Edit Relationship Screen
A.1.14.14
Edit Tree Screen
A.1.15
Content Profile Interface Screens
A.1.15.1
Configuration Manager: Profiles Tab Screen
A.1.15.2
Edit Trigger Field Screen
A.1.15.3
Add Profile Screen
A.1.15.4
Add/Edit Profile Screen
A.1.15.5
Profile Links Screen
A.1.15.6
Check In/Search Link Screen: Conditions Tab, Custom Tab
A.1.15.7
Check In/Search Link: Add Condition Screen
A.1.15.8
Add Rule in Profile Screen
A.1.15.9
Preview Profile Screen
A.1.15.10
Preview Results Screen
A.1.16
Content Profile Rules Interface Screens
A.1.16.1
Configuration Manager: Rules Tab Screen
A.1.16.2
Add/Edit Rule Screen
A.1.16.3
Edit Group Header Screen
A.1.16.4
Edit Activation Condition Screen
A.1.16.5
Add Rule Field Screen
A.1.16.6
Add/Edit Rule Field 'name' Screen
A.1.16.7
Edit Default/Derived Value Screens
A.1.16.8
Edit Default/Derived Value: Select Field Screen
A.1.16.9
Edit Derived Value: Conditions Tab
A.1.16.10
Edit Restricted List Screen
A.2
Workflows User Interface
A.2.1
The Workflow Admin Screen
A.2.2
The Criteria Workflow User Interface
A.2.2.1
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 Window
A.3.8
Add New/Edit Image Watermark Window
A.3.9
Add New/Edit Signature Watermark Window
A.3.10
Configuration Tab
A.3.11
Edit Default Value Screen
A.4
Contribution Folders Interface
A.4.1
Virtual Folder Administration Configuration Screen
A.4.2
System Folder Configuration Screen
A.4.3
System Default Information Field Configuration Page
A.4.4
Local Folders Page
A.4.5
Information Field Inherit Configuration Page
A.5
Create/Edit Folio Template Page
A.5.1
Structure Tab
A.5.1.1
Folio Structure Pane
A.5.1.2
Element Info Pane
A.5.1.3
Source Items Pane
A.5.2
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 Administration Page
A.7.2
Configuration Tab
A.7.2.1
Property Config Screen
A.7.3
Rule Sets Tab
A.7.3.1
Add Ruleset Screen
A.7.3.2
Add/Edit Rule for
Field
Screen
A.7.4
Option Lists Tab
A.7.5
Filetype Maps Tab
A.7.5.1
Add/Edit Filetype Map Screen
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.7.8
Field Properties Tab
A.7.8.1
Field Properties Screen
A.7.9
Batch Categorizer Screen
A.7.10
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
The Web Layout
B.1.2
Defining the Site Structure and Displaying Criteria
B.1.3
Task Sequence
B.2
Working with Web Pages
B.3
Managing Web Pages
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
Creating a Query Link
B.5.2
Editing the Query Expression in a Query Link
B.5.3
Adding a Query Results Page
B.5.4
Editing a Query Results Page
B.5.5
Deleting a Query Results Page
Index
Scripting on this page enhances content navigation, but does not change the content in any way.