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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
Part I Getting Started with Oracle WebCenter Content
1
Introduction to Oracle WebCenter Content
1.1
About This Guide
1.2
What is Oracle WebCenter Content
1.3
Benefits of Using WebCenter Content
1.4
Basic WebCenter Content Concepts
1.4.1
Useful Vocabulary
1.4.2
Folders
1.4.3
Shortcuts
1.4.4
Finding Content
1.4.5
Managing Images and Videos
1.4.6
Managing Content through Office Applications
1.4.7
Grouping Content into Folios
1.4.8
Routing Content Through Workflows
1.5
Basic WebCenter Content Tasks
2
Accessing and Navigating Oracle WebCenter Content
2.1
Understanding How to Access Oracle WebCenter Content
2.1.1
Accessing Oracle WebCenter Content Using a Web Browser
2.1.2
Accessing Oracle WebCenter Content Outside of a Web Browser
2.2
Understanding How to Navigate Oracle WebCenter Content Through a Standard Web Browser
2.2.1
Browsing and Searching for Content
3
Understanding Content Management
3.1
Managing Unstructured Documents
3.2
Understanding Uploading, Checking In and Checking Out Documents
3.2.1
Uploading Documents
3.2.2
Checking Out Documents
3.2.3
Checking In Documents
3.3
Understanding Document Metadata Properties
3.3.1
Using Document Metadata Properties
3.4
Understanding How to Find Documents
3.4.1
Metadata Search
3.4.2
Metadata Search Operators for a Database Metadata Search
3.4.3
Metadata Search Case Sensitivity
3.4.4
About Full-Text Searching
3.4.5
Full-Text Search Rules
3.4.6
Full-Text Search Case Sensitivity
3.4.7
Oracle Database Full-Text Search Operators
3.5
Understanding How a Document is Processed Within Oracle WebCenter Content
3.5.1
Revision Status
3.5.2
Understanding Revision History
3.5.3
Expired Content
3.6
Understanding Document Security
4
Understanding Documents and Document Properties
4.1
About Documents
4.2
Finding Documents
4.3
Viewing Documents
4.4
Understanding Document Properties
4.4.1
Defining Document Metadata Values
4.4.2
Using Document Profiles to Control Metadata Fields
4.5
Understanding Document Security
4.6
Understanding Document Renditions
5
Understanding Folders
5.1
About Folders
5.2
Browsing the Folder Hierarchy
5.3
Understanding Folder Security
6
Understanding Document Workflows
6.1
About Workflows
6.2
Workflow Types
6.3
Workflow Steps
6.4
Postprocess Workflow Options
6.5
Workflow Process
6.6
Authentication
Part II Working with Oracle WebCenter Content
7
Getting Started with the Web Interface
7.1
Working with Oracle WebCenter Content
7.2
Accessing WebCenter Content Server
7.3
Understanding the Web Interface
7.3.1
Home Page
7.3.2
Toolbar
7.3.3
Trays
7.3.4
My Content Server Tray
7.3.5
Content Management Tray
7.3.6
Quick Search Field
8
Finding Documents
8.1
Search Pages
8.1.1
Quick Search Field
8.1.2
Home Page Search Fields
8.1.3
Search Tray
8.1.4
Advanced Search Page
8.1.5
Query Builder Form
8.2
Working with Search Results
8.2.1
Displaying Search Results
8.2.2
Changing the Search Results View
8.3
Search Result Templates
8.3.1
Classic View Template
8.3.2
Headline View Template
8.3.3
Thumbnail View Template
8.3.4
Creating a Custom Search Result Template
8.4
Saving Queries
8.4.1
About Saved Queries
8.4.2
Saving a Query
8.4.3
Rerunning a Recent Query
8.4.4
Clearing Recent Queries
8.4.5
Creating Quick Search Queries
8.5
Searching with Oracle Text Search
8.5.1
Searching with the Expanded Form
8.5.2
Filtering Search Results
8.5.3
Searching with the Query Builder Form
8.5.4
Metadata Search Operators for Oracle Text Search
8.6
Searching with Database Metadata Search
8.6.1
About Metadata Searching
8.6.2
Performing a Metadata Search
8.7
Searching with Database Full-Text Search
8.7.1
Performing a Full-Text Search
8.8
Searching for Expired or Expiring Content
8.9
Using Additional Search Capabilities
8.9.1
Metadata Wildcards
8.9.2
Internet-Style Search Syntax
8.9.3
Complex Queries and Alternate Query Formats
8.10
Searching Referenced Links (optional)
8.10.1
About Searching Links
8.10.2
Link References on the Content Information Page
8.10.3
Notification of Expiration
8.10.4
Performing a Link Search
8.10.5
Checking Content Item Link References
8.10.5.1
Checking Link References from the Search Results Page
8.10.5.2
Checking Link References from the Link Manager's Search Links page
8.10.6
Checking the Link Information About Specific Links
8.10.6.1
Checking Link Information from the Content Information Page
8.10.6.2
Checking Link Information from the Search Links Page
8.11
Content Data Tracking and Reporting
8.11.1
About Content Tracker
8.11.2
About Content Tracker Reports
8.11.2.1
Content Access Reports
8.11.2.2
Content Dashboard Feature
8.11.2.3
Drill Down Report Feature
9
Viewing Documents
9.1
Viewing a Content Item
9.1.1
Viewing a Web-Viewable File
9.1.2
Viewing a Native File
9.2
Discussing Content
9.2.1
About Discussion Posts and Threads
9.2.2
Initiating a Discussion from the Content Information Page
9.2.3
Initiating a Discussion from the Search Results Page
9.2.4
Initiating a Discussion from the Workflow Review Page
9.2.5
Viewing and Replying to a Threaded Discussion
9.2.6
Printing a Threaded Discussion
9.2.7
Deleting a Threaded Discussion
9.2.8
Searching with the Discussion Type Field
9.3
Subscribing to New Revisions of a Content Item
9.3.1
About Subscriptions
9.3.2
Subscribing to a Content Item
9.3.3
Viewing Your Current Subscriptions
9.3.4
Unsubscribing from a Content Item
9.3.5
Unsubscribing from a Criteria Group
9.4
Signing Content Electronically
9.4.1
About Electronic Signatures
9.4.2
Signable Objects
9.4.3
Signature Metadata
9.4.4
Signature Verification
9.4.5
Signing a Content Item Electronically
9.4.6
Viewing Electronic Signature Information
9.4.7
Search for a File in Revisions
9.4.8
Search for a File in the Repository
10
Uploading Documents
10.1
About Manual File Check-In
10.2
Primary and Alternate Files
10.3
Watermarks and File Check-In
10.3.1
About PDF Watermark
10.3.2
Watermark Templates
10.3.3
Content Check-In Form
10.4
Checking In Single Files
10.4.1
Checking In a New File
10.4.2
Checking In a Similar File
10.4.3
Checking In a Revised File
10.5
Checking In Multiple Files
10.5.1
About Multiple File Check-In
10.5.2
Upload Applet Requirements
10.5.3
Checking In Multiple Files Using Upload
10.6
Important Considerations
10.6.1
Multibyte Characters
10.6.2
Content Profiles
11
Checking Out and Downloading Files
11.1
About Manual File Check-Out
11.2
Checking Out Single Files
11.3
Using Check Out and Open
11.3.1
About Checking Out and Opening Content
11.3.2
Opening Content from Content Server
11.4
Checking Out Multiple Files
11.4.1
About Multiple File Check-Out
11.4.2
Download Applet Requirements
11.4.3
Download Options on Search Results Pages
11.4.4
Downloading Multiple Files
12
Working with Content Folders
12.1
Introduction
12.1.1
Browsing to Content
12.1.1.1
Browse Content Tray
12.1.1.2
Browsing Content to Find a File
12.1.2
About Folders
12.1.2.1
The Folders Interface
12.1.2.2
Folders and Files
12.1.2.3
Shortcuts
12.1.2.4
Query Folders and Folder Search
12.1.2.5
Folders Retention
12.1.2.6
Personal Folder
12.1.2.7
Security and User Access
12.1.2.8
Content Item Versioning
12.1.2.9
Folder and Content Item Metadata
12.1.2.10
Migrating Contribution Folder Content
12.1.3
About Contribution Folders
12.1.3.1
Content Item Security
12.1.3.2
Folder Metadata Inheritance
12.1.3.3
Default Metadata Values
12.1.3.4
Trash Bin
12.1.3.5
Metadata Propagation
12.1.3.6
Folder Content Item Revisions
12.1.4
About WebDAV
12.1.4.1
What is WebDAV?
12.1.4.2
WebDAV Clients
12.1.4.3
Oracle WebCenter Content: Desktop
12.2
Working with Folders
12.2.1
Folder Navigation
12.2.2
Working with Folders
12.2.2.1
Create a Folder
12.2.2.2
Specify Default Folder Metadata
12.2.2.3
Propagate Folder Metadata
12.2.3
Working with Content Items
12.2.3.1
Add a New Content Item to a Folder
12.2.3.2
Add an Existing Content Item to a Folder
12.2.3.3
Create a Folder or File Shortcut
12.2.3.4
Copy or Move Folders and Files
12.2.3.5
Check Out and Check in Files
12.2.3.6
Delete Folders and Files
12.2.4
Working with Search Options and Query Folders
12.2.4.1
Search for a Folder or File
12.2.4.2
Save a Search as a Query Folder
12.2.4.3
Create or Modify a Query Folder
12.2.5
Folder Access Example
12.3
Working with Contribution Folders
12.3.1
Naming Folders
12.3.2
Defining User Configuration Settings
12.3.3
Defining User Metadata Defaults for New Content
12.3.4
Defining User Metadata Defaults for Revised Content
12.3.5
Viewing Contribution Folders
12.3.6
Viewing Content Items
12.3.7
Checking In Content
12.3.8
Adding Contribution Folders
12.3.9
Modifying Contribution Folders
12.3.10
Moving Contribution Folders and Content
12.3.11
Creating a Shortcut
12.3.11.1
Creating a Shortcut from an Exploring Page
12.3.11.2
Creating a Shortcut from a Folder Information or Content Information Page
12.3.12
Deleting Contribution Folders and Their Content
12.3.12.1
About Deleting Folders and Content
12.3.12.2
Deleting a Folder or Content Item
12.3.12.3
Permanently Deleting Folders and Content from Trash
12.3.13
Restoring Folders and Content from Trash
12.3.14
Propagating Metadata
12.3.15
Searching for Content in Folders
12.4
Working with WebDAV
12.4.1
Working with Folders
12.4.1.1
WebDAV Folders
12.4.1.2
Connecting to a WebDAV Folder
12.4.1.3
Viewing Folders
12.4.1.4
Creating a New Folder
12.4.2
Working with Content
12.4.2.1
Checking In Content
12.4.2.2
Check-In Troubleshooting
12.4.2.3
Checking Out Content
12.4.2.4
Viewing Content
12.4.2.5
Modifying Content
12.4.2.6
Deleting a Folder or Content Item
12.4.2.7
Restoring a Contribution Folder or Content Item
12.4.2.8
Copying Content
12.4.2.9
Moving Content
12.4.3
Displaying Web Pages
12.4.3.1
Configuring Windows Explorer
12.4.3.2
Displaying a Web Page
13
Grouping Documents Using Folios
13.1
About Content Folios
13.1.1
What a Folio Is
13.1.2
The Folio Structure
13.1.3
When to Use a Folio
13.2
Working with Folios
13.2.1
Creating a Simple Folio
13.2.2
Creating an Advanced Folio
13.2.3
Modifying Folio Structure and Content
13.2.3.1
Editing a Simple Folio
13.2.3.2
Editing an Advanced Folio
13.2.4
Taking Snapshots
13.2.5
Locking and Unlocking Folios
13.2.6
Downloading Folio Renditions
13.2.7
Finding Existing Folios
13.2.8
Viewing Folios
13.2.9
Viewing Folio Information
13.2.10
Subscribing to Folios
13.2.11
Using Digital Asset Baskets
13.2.11.1
Managing Digital Asset Baskets
13.2.11.2
Working with Digital Asset Baskets
13.2.12
Understanding Folio Workflows
14
Using Workflows
14.1
About Workflows
14.2
Entering a File to a Workflow
14.3
Reviewing Revisions in a Workflow
14.4
Working with a Rejected Revision
14.5
Viewing Workflow Information
14.5.1
Viewing a List of Active Workflows
14.5.2
Viewing a List of Your Workflows
14.5.3
Viewing Workflow History and Information About a Workflow Step
14.5.4
Viewing Content Information
15
Working with Images and Videos
15.1
About Digital Asset Management with Oracel WebCenter Content
15.2
Supported Input Formats
15.3
Supported Video Output Formats
15.4
Checking In a Digital Asset
15.5
Finding Renditions and Information
15.6
Rendition Information Page
15.7
Image Data Page
15.8
Rendition Parameters Page
15.9
Video Preferences Page
15.9.1
No Format Option
15.9.2
No Player Option
15.10
Working with Renditions
15.10.1
Storing Renditions in Your Digital Asset Basket
15.10.2
Viewing Items in Your Digital Asset Basket
15.10.3
Removing Items from Your Digital Asset Basket
15.10.4
Adding and Removing Renditions in a Rendition Set
15.10.5
Downloading Multiple Items
15.10.6
Creating Renditions
15.10.7
Updating Renditions
15.11
Working with Standard Content Items
15.12
Managing Digital Assets on a Macintosh Client
16
Working with Records
16.1
Understanding Retention Management
16.1.1
The Retention Process
16.1.2
Physical Content Management
16.1.3
Understanding Roles and Permissions
16.1.4
Interface Overview
16.1.4.1
Dashboards
16.1.4.2
My Favorites
16.2
Creating Records and Physical Content
16.2.1
Checking In From the Main Menu
16.2.1.1
Checking in Items Using DIS
16.2.2
Checking In Through a Retention Schedule
16.2.3
Checking In a Classified Item
16.2.4
Folios and Content Basket
16.2.4.1
Creating, Updating, or Deleting a Basket
16.2.4.2
Setting an Active Basket
16.2.4.3
Adding or Removing Items
16.2.4.4
Sorting Items
16.2.4.5
Creating Reservation Requests for Items
16.2.4.6
Downloading Items
16.2.4.7
Creating E-Mail Links to Items in the Content Basket
16.2.5
Folios and Cloned Content
16.2.5.1
Creating a Fixed Clone
16.2.5.2
Adding a Folio to a Restricted Revision Category
16.2.6
Creating a Physical Item
16.2.6.1
Using the Storage Page
16.2.6.2
Within a Retention Schedule
16.2.6.3
Creating a Physical Item Within Another Item
16.3
Finding Records and Physical Items
16.3.1
Searching for Content
16.3.1.1
Using the Search Forms Option
16.3.1.2
Using Auxiliary Metadata Sets
16.3.2
Searching for Physical Content
16.3.3
Screening for Content
16.3.3.1
Performing Screenings
16.3.3.2
Scheduling a Screening Report
16.3.3.3
Setting Default Metadata For Reports
16.3.4
Browsing the Retention Schedule
16.3.5
Browsing the PCM Storage Space
16.3.5.1
Browsing the Storage Tree
16.3.5.2
Using Exploring Pages
16.3.5.3
Viewing Information about a Storage Location
16.3.6
Generating a Retention Schedule Report
16.4
Reservations and Chargebacks
16.5
Creating a Records Profile
16.5.1
Creating a Profile
16.5.1.1
Trigger Fields
16.5.1.2
Rules
16.5.1.3
Profile Pages
16.5.2
Designing a Simple Profile
16.5.2.1
Adding a New Profile
16.5.2.2
Using the Create/Update Profile Pages
16.5.3
Profile Management
16.5.3.1
Viewing Profile Information
16.5.3.2
Updating a Simple Profile
16.5.3.3
Copying a Profile
16.5.3.4
Deleting a Profile
16.5.3.5
Moving a Profile
16.5.3.6
Changing a Trigger Field (Administrators Only)
16.5.3.7
Troubleshooting (Administrators Only)
17
Working with WebCenter Content from Your Windows Desktop
17.1
About Oracle WebCenter Content: Desktop
17.2
Integration into Windows Explorer
17.3
Integration into Microsoft Office Applications
17.4
Integration into E-mail Applications
17.5
Integration into Web Browsers
Index
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