2 Accessing and Navigating Oracle WebCenter Content

This chapter provides an overview of how to access and being using Oracle WebCenter Content.

This chapter includes the following topics:

2.1 Understanding How to Access Oracle WebCenter Content

Oracle WebCenter Content offers a number of ways to find and view content, including through office applications such as Microsoft Word and Windows Explorer. The features available to you depend on the device you use to connect and how you access Oracle WebCenter Content.

To access Oracle WebCenter Content, a system administrator provides you with the proper web address, user name, and password.

2.1.1 Accessing Oracle WebCenter Content Using a Web Browser

This chapter provides an overview to the basic web interface options for Oracle WebCenter Content. Specific details are in Chapter 7, "Getting Started with the Web Interface."

2.1.2 Accessing Oracle WebCenter Content Outside of a Web Browser

This guide focuses on accessing Oracle WebCenter Content through a standard web browser but you can also access documents through Microsoft Office applications. For an overview of alternate ways to accessing Oracle WebCenter Content, including links to specific documentation, see Chapter 17.

2.2 Understanding How to Navigate Oracle WebCenter Content Through a Standard Web Browser

The web interface used to access Oracle WebCenter Content features:

  1. a top banner with links to preferences and searching

  2. a side bar, called the tray area, with links for folders and other navigation options

  3. a main content area used to display documents and search results

Figure 2-1 Search Page

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2.2.1 Browsing and Searching for Content

The navigation links in the tray area are used to browse through libraries and folders to help you find documents. These links are useful when you have an idea of how the document is organized in Oracle WebCenter Content.

If you are uncertain of the folder in which a document was uploaded to Oracle WebCenter Content, then it may be faster to search for it using the search box in the banner area. The search box can be used for either metadata search or full-text search, depending on how Oracle WebCenter Content is configured by your system administrator.

Searching

The search box offers a variety search options called quick searches. Quick searches can be predefined by a system administrator or you can define your own. For detailed information about defining quick searches, see Section 8.4.5.

Figure 2-2 Search Box with Quick Searches

Surrounding text describes Figure 2-2 .

Search Forms

You can provide detailed search criteria using search forms. Search forms allow you to enter criteria in most available metadata fields or use special query syntax to create powerful ways of searching. The standard search form can often include many metadata fields that you may not use, and so a system administrator may have set up profile forms to display metadata fields that are useful for finding certain types of documents. For example, one profile may be set to display fields useful to finding legal contracts, while another profile may be set to display fields useful to finding account invoices. For details on profiles, see Section 10.6.2.

Figure 2-3 Search Form

Expanded Search Form