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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
Oracle WebCenter Content Terminology
What's New in This Guide
New and Changed Features for Release 11
g
R1 (11.1.1.8.0)
New and Changed Features for Release 11
g
R1 (11.1.1.7.0)
Part I Understanding Oracle WebCenter Content
1
Introduction to Oracle WebCenter Content Features
1.1
Content Management
1.2
Folders
1.3
Folios
1.4
Workflows
1.5
Imaging
1.6
Digital Asset Manager
1.7
Records
1.8
Content Conversion
1.8.1
Inbound Refinery
1.8.2
Other Conversion Formats
1.8.3
PDF Watermark
1.9
Dynamic Converter
1.10
Desktop
1.11
Basic Tasks for Configuring and Managing Oracle WebCenter Content Applications
Part II Basic Applications Administration
2
Getting Started Managing Oracle WebCenter Content
2.1
Understanding Management Responsibilities
2.2
Understanding Management Tools
2.3
Interface Overview
2.4
Starting and Stopping Oracle WebCenter Content Server and Inbound Refinery Instances
2.5
Accessing Oracle WebCenter Content Instances
2.6
Running Administration Applications as Applets
2.7
Running Administration Applications in Standalone Mode
2.7.1
Standalone Administration Applications on Windows Systems
2.7.2
Standalone Administration Applications On UNIX Systems
3
Finding Status and Error Information
3.1
Monitoring Content Server Status
3.2
Monitoring Content Server Logs
Part III Managing Content
4
Managing Content
4.1
Starting the Repository Manager
4.2
Configuring the Repository Manager Content List
4.2.1
Changing Column and Filter Settings
4.2.2
Changing Default Sort Order
4.3
Managing Content Using Repository Manager
4.3.1
Adding a New Content Item
4.3.2
Managing Content Metadata
4.3.3
Managing Expired Content
4.4
Managing Revisions Using Repository Manager
4.4.1
Check In and Check Out a Revision
4.4.2
Undoing a Check-Out or Resubmitting a Revision
4.4.3
Deleting Revisions
4.4.4
Managing Workflow Revisions
4.5
Subscribing to Content
4.5.1
Adding or Editing a Criteria Subscription
4.5.2
Adding or Unsubscribing Users
4.5.3
Viewing Subscription Information
4.5.4
Deleting a Criteria Subscription
4.6
Signing Content Electronically
4.6.1
About Electronic Signatures
4.6.2
Custom Electronic Signature Metadata
4.6.3
Adding or Editing a Custom Electronic Signature Field
4.6.4
Configuring Electronic Signatures
4.7
Managing Native Content Conversion
4.7.1
Identifying MIME Types
4.7.2
Native Applications Requirements for Content Conversions
4.7.3
Associating File Types with Conversion Programs
4.7.4
About Thumbnails
4.8
Defining Content Types
5
Organizing Content
5.1
Managing Folders
5.1.1
Folder Overview
5.1.1.1
Folders and Files
5.1.1.2
Shortcuts and Links
5.1.1.3
Query Folders and Searches
5.1.1.4
Folders Retention
5.1.1.5
Personal Folders
5.1.1.6
Folders Metadata
5.1.1.7
Versioning
5.1.2
Configuring Folders
5.1.2.1
Folder Variables
5.1.2.2
Folders Migration Variables
5.1.2.3
Folders WebDAV Variables
5.1.3
Working with Retention Scheduling
5.1.3.1
Specifying Retention Rules
5.1.3.2
Configuring a Query Retention Schedule
5.2
Managing Contribution Folders
5.2.1
Understanding Contribution Folders
5.2.1.1
Advantages of Using Contribution Folders
5.2.1.2
Contribution Folders Component Security
5.2.1.3
Trash Bin
5.2.1.4
Metadata Propagation and Default Values
5.2.1.5
Latest Version versus Latest Released Version
5.2.1.6
Local Contribution Folders
5.2.1.7
Contribution Folder Archiving and Searching
5.2.1.8
Optimizing Performance
5.2.1.9
Metadata Inheritance
5.2.2
Configuring Contribution Folders
5.2.2.1
Setting Folder and File Limits
5.2.2.2
Enabling and Disabling System Folders
5.2.2.3
Disabling the Trash Bin
5.2.2.4
Defining System Default Metadata
5.2.2.5
Configuring Metadata Propagation
5.2.2.6
Hiding Metadata Fields Globally Except for Specific Folders
5.2.3
Working with Contribution Folders
5.2.3.1
Managing Local Folders
5.2.3.2
Archiving Contribution Folders
5.2.3.3
URL-Mapped Folders
5.3
Managing WebDAV
5.3.1
Understanding WebDav
5.3.1.1
WebDAV Clients
5.3.1.2
WebDAV Architecture
5.3.1.3
WebDAV Folders
5.3.1.4
Multiple Concurrent Language Support
5.3.2
Configuring WebDAV
5.3.2.1
WebDAV Connection Strings
5.3.2.2
Default Content Item Naming
5.3.2.3
Security and WebDAV
5.4
Managing Content Folios
5.4.1
About Content Folios
5.4.2
Creating and Using Content Folios
5.4.2.1
Creating and Editing Folio Templates
5.4.2.2
Adding Custom Viewers and Renderers
6
Managing Workflows
6.1
Understanding Workflows
6.1.1
Workflow Steps
6.1.1.1
Events
6.1.1.2
Workflow Step Files
6.1.2
Workflow Evaluation Process
6.1.3
Workflow Participation
6.2
Planning a Workflow
6.2.1
Choosing a Workflow Type
6.2.1.1
Security Issues
6.2.2
Designing a Workflow
6.2.3
Modifying Workflows
6.3
Creating a Criteria Workflow
6.3.1
Criteria Workflow Process
6.3.1.1
Criteria Workflow Tips
6.3.2
Setting Up a Criteria Workflow
6.3.3
Changing a Criteria Workflow or Sub-workflow
6.3.4
Disabling a Criteria Workflow or Sub-workflow
6.4
Creating a Basic Workflow
6.4.1
Basic Workflow Process
6.4.2
Basic Workflow Tips
6.4.3
Setting Up a Basic Workflow
6.4.4
Changing a Basic Workflow
6.5
Customizing Workflows
6.5.1
Idoc Script Functions and Variables
6.5.2
Workflow Tokens
6.5.2.1
Token Syntax
6.5.2.2
Creating, Editing, or Deleting a Token
6.5.2.3
Token Examples
6.5.3
Workflow Jumps
6.5.3.1
Jumps and Events
6.5.3.2
Creating a Jump
6.5.3.3
Changing a Jump
6.5.3.4
Jump Examples
6.5.3.5
Jump Errors
6.6
Workflow and Script Templates
6.6.1
Creating or Modifying a Workflow Template
6.6.2
Creating a Script Template
6.6.2.1
Setting Up Jump Side Effects
6.6.2.2
Setting Up Script Template Conditional Statements
6.6.2.3
Testing the Script
6.6.2.4
Changing a Script Template
6.6.2.5
Deleting a Script Template
6.7
Workflow Scenarios
6.7.1
Scenario 1: Criteria Workflow
6.7.2
Scenario 2: Tokens
6.7.3
Scenario 3: Jump Based on Metadata
6.7.4
Scenario 4: Time-Dependent Jump
6.8
Workflow Tips and Tricks
6.8.1
Requiring Step Authentication
6.8.2
Setting Up Parallel Workflows
6.8.3
Adding Ad Hoc Step Users
6.8.4
Customizing Criteria Workflow Emails
6.8.4.1
Customizing Email Templates
6.8.4.2
Customizing the Subject or Message Line
6.8.5
Workflow Escalation
6.8.5.1
Setting Up a Workflow Escalation
6.8.6
Other Customizations
6.8.6.1
Setting Approval by Non-Reviewers
6.8.6.2
Automatic Replication of Workflow Items
6.8.7
Triggering Criteria Workflows from Folders
6.8.8
Searching Within a Workflow Step
6.8.9
Suppressing Workflow Notifications
7
Customizing Repository Fields and Metadata
7.1
Understanding Custom Fields
7.1.1
Standard Metadata Fields
7.1.2
Adding or Editing a Custom Field
7.1.3
Rebuilding the Database or the Search Index
7.2
Defining an Option List
7.2.1
Defining Option List Storage
7.2.2
Adding or Editing Option List Content
7.2.3
Editing View Values
7.2.4
Using Tree Values
7.3
Using Schemas to Customize Metadata
7.3.1
Schema Structure
7.3.1.1
Tables
7.3.1.2
Views
7.3.1.3
Relationships
7.3.1.4
Schema Directory Structure
7.3.1.5
Sample Schema-Based Lists
7.3.2
Creating Schemas
7.3.2.1
Selecting Tables for the Schema
7.3.2.2
Creating the Schema View
7.3.2.3
Creating the Schema Relationships
7.3.2.4
Adding Metadata Fields
7.3.2.5
Enabling the Schema
7.3.2.6
Modifying the Publishing Cycle Interval
7.3.3
Schema Example: Dynamic Lists
7.3.4
Schema Example: Recursive Table for Multiple Trees
8
Categorizing and Linking Content
8.1
About Categorizing and Linking Content
8.2
Categorizing Content
8.2.1
XML Conversion
8.2.2
Search Rules Overview
8.2.3
Running Content Categorizer
8.2.3.1
Operating Modes
8.2.4
Setting Up Content Categorizer
8.2.4.1
Setting XML Conversion Method
8.2.4.2
Defining Field Properties (Optional)
8.2.5
Search Rules
8.2.5.1
Pattern Matching Search Rules
8.2.5.2
Abstract Search Rules
8.2.5.3
Option List Search Rule
8.2.5.4
Categorization Engine Search Rule
8.2.5.5
Filetype Search Rule
8.2.5.6
Creating Search Rules
8.2.6
Sample doc_config.htm Page
8.2.7
XSLT Transformation
8.2.7.1
Translation
8.2.7.2
Transformation Using XSLT Style Sheets
8.2.7.3
SearchML Transformation
8.2.7.4
Flexiondoc Transformation
8.3
Using the Link Manager Component
8.3.1
Link Extraction Process
8.3.1.1
File Formats and Conversion
8.3.1.2
Link Status
8.3.2
Configuring Link Manager
8.3.2.1
Link Patterns
8.3.2.2
Database Tables
8.3.2.3
Link Manager Filters
8.3.3
Site Studio Integration
8.3.4
Link Administration
8.3.4.1
Alternative Refresh Methods
8.3.4.2
Recomputing and Refreshing Links in the ManagedLinks Table
9
Tracking Content Access
9.1
About Content Tracker and Content Tracker Reports
9.2
Understanding the Content Tracker Functionality
9.2.1
Content Tracker and Content Tracker Reports
9.2.2
Data Recording, Reduction, and Reporting
9.2.3
Content Tracker Terminology
9.2.4
Installation Considerations
9.3
Operational Details
9.3.1
Data Collection
9.3.1.1
Service Handler Filter
9.3.1.2
Web Server Filter Plug-in
9.3.1.3
Logging Service
9.3.1.4
Enabling or Disabling Data Collection
9.3.2
Data Reduction
9.3.2.1
Standard Data Reduction Process
9.3.2.2
Data Reduction Process with Activity Metrics
9.3.2.3
Data Reduction Cycles
9.3.2.4
Access Modes and Data Reduction
9.3.2.5
Reduction Sequence for Event Logs
9.3.2.6
Reduction Schedules
9.3.2.7
Running Data Reduction Manually
9.3.2.8
Setting Data Reduction to Run Automatically
9.3.2.9
Deleting Data Files
9.3.3
Content Tracker Event Logs
9.3.4
Combined Output Table
9.3.5
Data Output
9.3.5.1
Content Item Metadata
9.3.5.2
User Metadata Tables
9.3.5.3
Reduction Log Files
9.3.6
Tracking Limitations
9.3.6.1
Tracking Limitations in Single-Box Clusters
9.3.6.2
Static URLs and WebDAV
9.3.6.3
Data Directory Protections
9.3.6.4
ExtranetLook Component
9.4
Data Tracking Functions
9.4.1
Activity Snapshots
9.4.1.1
Search Relevance Metrics
9.4.1.2
Enabling the Snapshot Function
9.4.1.3
Creating the Search Relevance Metadata Fields
9.4.1.4
Setting a Check-in Time Value for the Last Access Field
9.4.1.5
Populating the Last Access Field for Batch Loads and Archives
9.4.1.6
Linking Activity Metrics to Metadata Fields
9.4.1.7
Editing the Snapshot Configuration
9.4.2
Service Calls
9.4.3
Web Beacon Functionality
9.5
Content Tracker Reports
9.5.1
Report Features and Considerations
9.5.1.1
Oracle and DB2 Case Sensitivity
9.5.1.2
Access Control Lists and Content Tracker Reports Secure Mode
9.5.1.3
User Authentication/Authorization and Auditing
9.5.1.4
Site Studio Website Activity Reporting
9.5.2
Report Creation Types
9.5.2.1
Pre-Defined Reports
9.5.2.2
Custom Reports
9.5.2.3
Generating Reports
9.5.2.4
Accessing Reports from the Information Page
9.5.2.5
External Report Generators
9.5.3
Security Checks and Query Results
9.5.3.1
Security Mode Examples
9.5.3.2
Pre-Defined Reports and Security Modes
9.5.3.3
Custom Reports and Security Modes
9.5.3.4
Changing the Security Configuration
9.5.3.5
Security Mode Selection
9.5.3.6
Enabling or Disabling Security Checks for Report Queries
9.5.3.7
Customization for Report Query Security
9.5.3.8
Creating Secure Report Queries
9.5.4
Using Content Tracker Reports
9.5.4.1
Generating Reports
9.5.4.2
Accessing Drill Down Reports
9.5.4.3
Accessing Reports from the Information Page
9.5.4.4
Viewing Access Results by Revision
9.5.4.5
Viewing Access Results for All Versions Combined
9.5.4.6
Creating Custom Report Queries
10
Managing Content Profiles
10.1
About Content Profiles
10.2
Content Profile Elements
10.2.1
Using a Profile Link
10.3
Content Profile Rules
10.3.1
Metadata Fields and Attributes in Rules
10.3.2
Activation Conditions in Rules
10.3.3
Restricted Lists in Rules
10.3.4
Regular Expressions
10.3.5
Using Rules to Group Metadata Fields
10.4
Display Results of Reordered Metadata Fields
10.4.1
General Sequence of Grouped Metadata Fields
10.4.2
Positioning Metadata Fields Within a Group
10.4.3
Display Results of Grouped Metadata Fields
10.4.4
Moving Fields
10.5
Managing Rules
10.5.1
Creating, Editing, or Deleting a Rule
10.5.2
Creating, Editing, or Deleting a Global Rule
10.5.3
Adding Metadata Fields in a Rule
10.5.4
Grouping Metadata Fields
10.5.5
Adding, Editing or Deleting Activation Conditions in Rules
10.5.6
Custom Conditions and Side Effects
10.5.7
Setting Default Values, Derived Values and Restricted Lists
10.5.8
Editing Default or Derived Values and Restricted Lists
10.5.9
Setting the Display of a Required Field
10.6
Content Profile Triggers
10.6.1
Selecting a Profile Trigger Field
10.6.2
Disabling a Profile Trigger Field
10.7
Creating and Using Content Profiles
10.7.1
Creating, Editing, or Deleting a Profile
10.7.2
Previewing a Profile
10.7.3
Troubleshooting a Profile
10.8
Content Profile Examples
10.8.1
Department-Based Content Profile (Example)
10.8.1.1
Create the Global Rule
10.8.1.2
Create the Profile Rule
10.8.1.3
Create the Department-Based Profile
10.8.2
Black-Hole Resume Check In (Example)
10.8.2.1
Create Rule for Hidden Fields
10.8.2.2
Create Rule for Visible Fields
10.8.2.3
Create the Profile
10.8.3
Global Rule to Restrict Content Check-In Based on User Role (Example)
10.8.3.1
Enable Fatal Error for a Global Rule Violation
10.8.3.2
Create Global Rule Restricting Content Type Check-ins
10.8.4
Global Rule Restricting Content Type Metadata Changes (Example)
10.8.4.1
Enable Fatal Error for a Global Rule Violation
10.8.4.2
Create Global Rule to Restrict Content Type Changes
Part IV Managing Records
11
Configuring Records Management
11.1
Understanding Records Management
11.1.1
Life Cycle for Retained Content
11.1.2
Types of Retained Content
11.1.2.1
Internal and External Retained Content
11.1.2.2
Classified, Unclassified, Declassified Content
11.1.2.3
Non-Permanent, Transfer or Accession, and Reviewed Content
11.1.3
Basic Retention Management Concepts
11.1.4
Physical Content Management
11.1.5
Basic Retention Processes
11.2
Selecting the Software Configuration
11.2.1
Usage Notes
11.3
Retention Management Options
11.4
Setting Up Physical Content Management
11.5
Configuring Retention Definitions and Options
11.5.1
Setting the Fiscal Calendar
11.5.2
Managing Time Periods
11.5.2.1
Creating or Editing a Custom Time Period
11.5.2.2
Viewing Period Information
11.5.2.3
Viewing Period Usage
11.5.2.4
Deleting a Custom Period
11.5.2.5
Example: Creating a Custom Period
11.5.3
Setting Performance Monitoring
11.6
PCM Options
11.7
Creating Custom Metadata Sets
11.7.1
Creating or Editing Custom Metadata Fields
11.7.2
Viewing Custom Metadata Field Information
11.7.3
Deleting a Custom Metadata Field
11.7.4
Example: Creating a Custom Category Metadata Field
11.8
Setting Up Workflows
11.8.1
Workflow Prerequisites and Process
11.8.2
Creating Necessary Workflows
11.8.2.1
Category Dispositions Workflow
11.8.2.2
Reservation Processing Workflow
11.8.2.3
Offsite Storage Workflow
11.9
Configuration with Desktop Integration Suite
11.10
Configuration Variables
12
Managing a Records Retention Schedule
12.1
Understanding Retention Schedules
12.1.1
Retention Schedules and MoReq2 File Plans
12.1.2
Retention Schedules and Folders Retention Functionality
12.1.3
Planning a Retention Schedule
12.1.3.1
Retention Schedule Hierarchy
12.1.3.2
Retention Schedule Attributes
12.1.3.3
Disposition Instructions
12.1.3.4
Frozen Folder and Content Status
12.1.4
Creating and Navigating Object Levels
12.2
Using a Series
12.2.1
Creating or Editing a Series
12.2.2
Viewing Series Information
12.2.3
Hiding and Unhiding a Series
12.2.4
Moving a Series
12.2.5
Deleting a Series
12.3
Managing Retention Categories
12.3.1
Creating or Editing a Retention Category
12.3.2
Viewing Retention Category Information
12.3.3
Viewing Category Metadata History
12.3.4
Copying a Retention Category
12.3.5
Moving a Retention Category
12.3.6
Deleting a Retention Category
12.3.7
Retention Category Example
12.4
Managing Record Folders
12.4.1
Creating a Record Folder
12.4.2
Creating a Volume Folder
12.4.2.1
Creating a Volume Through Disposition
12.4.3
Viewing Information
12.4.3.1
Viewing Folder Life Cycle
12.4.3.2
Viewing a Folder Review History
12.4.3.3
Viewing Folder Metadata History
12.4.3.4
Viewing Folder Freeze Details
12.4.4
Editing a Record Folder
12.4.5
Changing the Disposition Applied to a Folder
12.4.6
Moving a Record Folder
12.4.7
Closing or Unclosing (Reopening) a Record Folder
12.4.8
Freezing or Unfreezing a Record Folder
12.4.9
Canceling, Expiring, and Rescinding Folders
12.4.9.1
Canceling Folders
12.4.9.2
Expiring a Folder
12.4.9.3
Rescinding a Folder
12.4.9.4
Making a Folder Obsolete
12.4.9.5
Reversing a Folder's Obsolete Status
12.4.10
Deleting a Record Folder
12.4.11
Setting Dates with External Folders
12.4.11.1
Activating a Record Folder
12.4.11.2
Expiring a Record Folder
12.4.11.3
Entering a Delete Approval Date for an External Folder
12.4.12
Classification Settings for Folders
12.4.12.1
Undoing a Record Folder Cutoff
12.4.12.2
Marking a Record Folder as Reviewed
12.4.12.3
Assigning Supplemental Markings to a Record Folder
12.4.12.4
Removing Supplemental Marking from a Record Folder
12.4.12.5
Applying a Specific Disposition Rule to a Record Folder
12.4.13
Folder Examples
12.4.13.1
Creating a Record Folder that is Subject to Review
12.4.13.2
Creating Record Folders Subject to Recurring Audit Triggers
13
Managing Security for Records
13.1
Understanding Records Security
13.1.1
Retention Management in an Organization
13.1.2
General Security Settings
13.1.2.1
Security Groups
13.1.2.2
Aliases
13.1.2.3
Access Control Lists (ACLs)
13.1.3
Security Roles and Definitions
13.1.4
Rights and Roles for Records Tasks
13.1.4.1
Triggers
13.1.4.2
Periods
13.1.4.3
Supplemental Markings
13.1.4.4
Security Classifications
13.1.4.5
Custom Security Fields
13.1.4.6
Custom Category or Folder Metadata Fields
13.1.4.7
Classification Guides
13.1.4.8
Freezes
13.1.4.9
Series
13.1.4.10
Categories
13.1.4.11
Folders
13.1.4.12
Content
13.1.4.13
Disposition Rules
13.1.4.14
Archiving
13.1.4.15
Screening
13.1.4.16
Audit Trails
13.1.4.17
Links
13.1.4.18
Reports
13.1.4.19
Customization
13.1.4.20
General Configuration
13.1.5
Rights and Roles for PCM Tasks
13.1.5.1
Physical Item Management
13.1.5.2
Storage Space
13.1.5.3
Location, Media, and Object Types
13.1.5.4
Reservations
13.1.5.5
Chargebacks
13.1.5.6
Barcodes
13.1.5.7
General Configuration
13.1.6
External Source Tasks and Defaults for Predefined Roles
13.1.7
Permissions Matrix
13.2
Setting Security Preferences
13.3
Assigning Rights to User Roles
13.3.1
Series Tab
13.3.2
Category Tab
13.3.3
Folder Tab
13.3.4
Record Tab
13.3.5
Admin Tab
13.3.6
CBC Tab
13.3.7
PCM Tab
13.3.8
ECM Tab
13.3.9
Setting Rights for Roles
13.4
Specifying PCM Barcode Values for Users
13.5
Classified Security
13.5.1
Security Classifications
13.5.1.1
Top Secret
13.5.1.2
Secret
13.5.1.3
Confidential
13.5.1.4
Classification Levels
13.5.1.5
Classified Records Security Hierarchy
13.5.2
Managing Security Classifications
13.5.2.1
Enabling or Disabling Classified Security
13.5.2.2
Creating or Editing a Custom Security Classification
13.5.2.3
Setting the Order of Security Classifications
13.5.2.4
Deleting a Security Classification
13.5.2.5
Setting the Declassification Time Frame
13.5.2.6
Viewing Security Classification References
13.5.2.7
Assigning a Classification to a User
13.5.2.8
Changing a User's Classification
13.5.2.9
Removing a User's Classification
13.5.3
Classification Guides
13.5.4
Managing Classification Guides
13.5.4.1
Creating or Editing a Classification Guide
13.5.4.2
Deleting a Classification Guide
13.5.4.3
Viewing Classification Guide Information
13.5.4.4
Creating or Editing a Classification Topic
13.5.4.5
Editing Classification Topic Settings
13.5.4.6
Deleting a Classification Topic
13.5.4.7
Viewing Classification Topic Information
13.5.5
Supplemental Markings
13.5.6
Managing Supplemental Markings
13.5.6.1
Enabling or Disabling Supplemental Markings
13.5.6.2
Creating or Editing a Supplemental Marking
13.5.6.3
Viewing Supplemental Marking Information and References
13.5.6.4
Deleting a Supplemental Marking
13.5.6.5
Assigning or Removing User Supplemental Markings
13.5.6.6
Using Restricted and Formerly Restricted Supplemental Markings
13.6
Custom Security
13.6.1
Managing Custom Security
13.6.1.1
Enabling or Disabling Custom Security Usage
13.6.1.2
Creating or Editing a Simple Custom Security Field
13.6.1.3
Adding or Editing Advanced Security
13.6.1.4
Viewing Simple Custom Security Field Information
13.6.1.5
Deleting a Simple Custom Security Field (Simple)
13.6.2
Simple Custom Security Field Example
13.6.2.1
Create the Custom Security Field in Configuration Manager
13.6.2.2
Create the Custom Security Field in User Admin
13.6.2.3
Create the Custom Security Field
13.6.2.4
Verify the Custom Security Field
14
Defining and Processing Dispositions
14.1
Working with Triggers
14.1.1
System-Derived Triggering
14.1.1.1
Retention Period Cutoff
14.1.1.2
Preceding (Disposition) Action
14.1.1.3
Content or Folder States
14.1.2
Types of Triggers
14.1.3
Trigger Management
14.1.3.1
Creating or Editing a Trigger
14.1.3.2
Viewing Trigger Information
14.1.3.3
Viewing Trigger References
14.1.3.4
Deleting a Trigger
14.1.3.5
Setting Up Indirect Triggers
14.1.3.6
Deleting an Indirect Trigger Date Entry
14.1.3.7
Disabling an Indirect Trigger Period
14.1.4
Trigger Examples
14.1.4.1
Global Triggers
14.1.4.2
Custom Direct Trigger
14.2
Managing Freezes
14.2.1
Creating or Editing a Freeze
14.2.2
Viewing Freeze Information
14.2.3
Deleting a Freeze
14.2.4
Freezing Items, Folios or Folders
14.2.5
Unfreezing Frozen Items or Folders
14.2.6
Searching for Frozen Content and Folders
14.2.7
Re-Sending an Email Notification for a Freeze
14.2.8
Example: Creating a Freeze
14.3
Creating Dispositions
14.3.1
Disposition Types
14.3.1.1
Event Dispositions
14.3.1.2
Time Dispositions
14.3.1.3
Time-Event Dispositions
14.3.2
Category Rule Review Using Workflows
14.3.3
Triggering Events
14.3.4
Retention Periods
14.3.5
Disposition Actions
14.3.5.1
Classified Records Actions
14.3.5.2
Dispose Actions
14.3.5.3
Other Actions
14.3.5.4
Transfer/Move Actions
14.3.6
Cutoff Guidelines
14.3.6.1
Time Retention Periods
14.3.6.2
Time-Event Retention Periods
14.3.7
Disposition Precedence
14.3.8
Managing Dispositions
14.3.8.1
Enabling or Disabling User-Friendly Captions
14.3.8.2
Creating or Editing a Disposition Rule
14.3.8.3
Copying a Disposition Rule
14.3.8.4
Viewing Disposition Information
14.3.8.5
Deleting a Disposition Rule
14.3.9
Disposition Examples
14.3.9.1
Event Disposition
14.3.9.2
Simple Time/Event Disposition
14.3.9.3
Time Disposition
14.3.9.4
Time-Event Disposition
14.3.9.5
Disposition Rules for Specific Folders
14.3.9.6
Multi-Phased Disposition
14.4
Processing Dispositions
14.4.1
Items Subject to Review
14.4.2
Approval and Completion
14.4.3
Frozen Items and Event Processing
14.4.4
Searching Retention Steps and Actions
14.4.5
Using Batch Processing
14.4.6
Specifying an Alternate Reviewer
14.4.7
Managing Disposition Tasks
14.4.7.1
Screening for Retention Steps
14.4.7.2
Viewing Failed Dispositions
14.4.7.3
Viewing Pending Reviews and Dispositions
14.4.7.4
Marking Content Items as Reviewed
14.4.7.5
Editing Review Information
14.4.8
Pending Event Processing
14.4.9
Processing Dispositions
14.4.9.1
Multi-Step Disposition Processing
14.4.9.2
Single Step Disposition Processing
15
Managing the Oracle WebCenter Content Records Adapter
15.1
Understanding the Content Server Adapter
15.2
Adapter Configuration
15.2.1
Configuring Sources and Providers
15.2.1.1
Defining a New Outgoing Provider
15.2.1.2
Editing an Outgoing Provider
15.2.1.3
Disabling the Adapter's Outgoing Provider
15.2.1.4
Deleting the Adapter's Outgoing Provider
15.2.1.5
Registering an External Source
15.2.1.6
Unregistering and Removing an External Source
15.2.2
Managing Fields
15.3
Synchronizing Data
15.3.1
Performing As-Needed Synchronization
15.3.2
Scheduling Synchronization
15.3.3
Viewing Synchronization Logs
16
Managing Physical Content
16.1
Configuring Physical Content Management
16.1.1
Configuring Chargeback Processing
16.1.2
Configuring Location Types
16.1.2.1
Predefined Location Types
16.1.2.2
Location Type Icons
16.1.2.3
Creating or Editing a Location Type
16.1.2.4
Viewing Location Type Information
16.1.2.5
Deleting a Location Type
16.1.2.6
Reordering Location Types
16.1.2.7
Example: Creating a Location Type
16.1.3
Configuring Object Types
16.1.3.1
Predefined Object Types
16.1.3.2
Creating or Editing an Object Type
16.1.3.3
Viewing Object Type Information
16.1.3.4
Deleting an Object Type
16.1.3.5
Editing Object Type Relationships
16.1.4
Configuring Media Types
16.1.4.1
Predefined Media Types
16.1.4.2
Creating or Editing a Media Type
16.1.4.3
Viewing Media Type Information
16.1.4.4
Deleting a Media Type
16.1.5
Configuring Default Metadata Values: Offsite and Reservations
16.1.5.1
Setting Default Metadata Values for Reservations and Offsite Storage
16.2
Configuring Storage Space
16.2.1
Browsing the PCM Storage Space
16.2.1.1
Storage Space Hierarchy
16.2.1.2
Storage Location Properties
16.2.1.3
Storage Status
16.2.2
Managing Storage Spaces
16.2.2.1
Creating a Storage Location
16.2.2.2
Batch Creating Storage Locations
16.2.2.3
Editing a Storage Location
16.2.2.4
Viewing Information about a Storage Location
16.2.2.5
Deleting a Storage Location
16.2.2.6
Blocking a Storage Location
16.2.2.7
Reserving or Canceling a Reservation for a Storage Location
16.2.2.8
Viewing All Items in a Storage Location
16.2.2.9
Printing Labels for Storage Locations
16.2.3
Example: Creating a Single Storage Location
16.2.4
Example: Creating a Batch of Storage Locations
16.3
Offsite Storage
16.3.1
Setting Up Default Customer Information
16.3.2
Mapping New Districts
16.3.3
Creating Manual Pickup Requests
16.3.4
Browsing Uploaded Files
16.3.5
Browsing Processed Files
16.3.6
Transferring Files to Offsite Storage
16.4
Managing Physical Items
16.4.1
Deleting a Physical Item
16.4.2
Freezing and Unfreezing a Physical Item
16.4.3
Printing a Label for a Physical Item
16.4.4
Importing Physical Content Manually
16.4.4.1
LocalDataProperties
16.4.4.2
ImportExportManifest
16.4.4.3
ExternalItemsExtItems
16.4.4.4
Sample File
16.4.5
Processing Physical Content
16.4.5.1
Retention Schedules for Physical Items
16.4.5.2
Disposition Events for Physical Items
16.4.5.3
Pending Options for Physical Items
16.4.5.4
Audit Log Files for Processed Events
16.5
Managing Reservations and Barcodes
16.5.1
Understanding the Reservation Process
16.5.1.1
Reservation Request Properties
16.5.1.2
Request Item Actions
16.5.2
Using Barcodes
16.5.2.1
Barcode Files
16.5.2.2
The Barcode Utility Software
16.5.3
Managing Barcodes
16.5.3.1
Programming the Barcode Scanner
16.5.3.2
Uploading Barcode Data Directly
16.5.3.3
Saving Barcode Data to a File
16.5.3.4
Uploading Previously Saved Barcode Data
16.5.3.5
Processing a Barcode File
16.5.4
Specifying PCM Barcode Values for Users
17
Processing Reservations and Chargebacks
17.1
Managing Chargebacks
17.1.1
Understanding the Chargeback Process
17.1.2
Configuring Chargeback Processing
17.1.2.1
Creating or Editing a Charge Type
17.1.2.2
Viewing a Charge Type
17.1.2.3
Deleting a Charge Type
17.1.2.4
Creating or Editing a Payment Type
17.1.2.5
Viewing a Payment Type
17.1.2.6
Deleting a Payment Type
17.1.2.7
Creating or Editing a Customer
17.1.2.8
Viewing a Customer
17.1.2.9
Deleting a Customer
17.1.2.10
Creating Automatic Transactions
17.1.2.11
Creating or Editing a Manual Transaction
17.1.2.12
Deleting a Manual Transaction
17.1.3
Managing Chargeback Tasks
17.1.3.1
Creating or Scheduling an Invoice
17.1.3.2
Adjusting an Invoice
17.1.3.3
Deleting an Invoice
17.1.3.4
Viewing Invoice Information
17.1.3.5
Printing an Invoice
17.1.3.6
Marking an Invoice As Paid
17.2
Processing Reservations
17.2.1
Reservation Request Properties
17.2.1.1
Request Status
17.2.1.2
Transfer Method
17.2.1.3
Priority
17.2.2
Managing Reservations
17.2.2.1
Creating a Reservation Request
17.2.2.2
Editing a Reservation Request
17.2.2.3
Deleting a Reservation Request
17.2.2.4
Viewing Reservations for a Physical Item
17.2.2.5
Changing the Status of a Request Item
18
Configuring Related Content (Links) for Records
18.1
Understanding Content Links
18.2
Predefined Relationship Types
18.2.1
Renditions
18.2.2
Supersedes
18.2.3
Supporting Content
18.2.4
Cross-Reference
18.2.4.1
Unidirectional Links
18.2.4.2
Bidirectional (Reciprocal) Relationships
18.3
Linking Methods
18.3.1
Relationship Classes
18.3.1.1
Peer-to-Peer Class
18.3.1.2
Chained List Class
18.3.1.3
Supporting Content Class
18.3.1.4
Cross-Reference Class
18.4
Managing Related Content
18.4.1
Adding or Editing a Custom Relation Type
18.4.2
Deleting a Custom Link Type
18.4.3
Linking Items
18.4.3.1
Linking to a New Item
18.4.3.2
Linking to an Existing Item
18.4.4
Unlinking an Item
18.5
Link Examples
18.5.1
Enclosures Custom Link Types Example
18.5.2
Renditions Link Example
18.5.3
One-Way Cross-Reference Link Example
18.5.4
Reciprocal Cross-Reference Link Example
18.5.5
Superseded Link Example
18.5.6
Supporting Content Link Example
19
Managing the Records System
19.1
Scheduling Tasks
19.1.1
Scheduling Screening Reports
19.1.2
Editing Recurring Screening Reports
19.1.3
Viewing Recurring Screening Report History
19.1.4
Scheduling and Unscheduling Freezes
19.1.5
Viewing Scheduled Job Information
19.2
Using Performance Monitoring
19.2.1
Enabling Performance Monitoring
19.2.2
Checking Performance Results
19.2.3
Viewing Performance Alerts and Details
19.3
Using Custom Scripts
19.3.1
Creating or Editing Scripts
19.3.2
Deleting a Custom Script
19.3.3
Viewing Script Information
19.4
Using the Audit Trail
19.4.1
Configuring the Audit Trail
19.4.2
Specifying Metadata Fields to Audit
19.4.3
Searching within the Audit Trail
19.4.4
Setting Default Metadata for Checking In Audit Trails
19.4.5
Checking In and Archiving the Audit Trail
19.4.6
Searching an Archived Audit Trail
19.4.7
Viewing an Archived Audit Trail
19.4.8
Creating an Audit Trail Report
19.5
Using Default Reports
19.5.1
User and Group Reports
19.5.1.1
User Report
19.5.1.2
User Barcode Reports
19.5.1.3
User Roles Report
19.5.1.4
Group Report
19.5.1.5
Group-User Report
19.5.2
Content and Physical Item Reports
19.6
Archiving and Transferring Information
19.6.1
The Archive Process
19.6.1.1
Exporting Auxiliary Metadata Sets
19.6.1.2
The Export/Import Process
19.6.1.3
Archive Import/Export Rights and Permissions
19.6.2
Managing Imports and Exports
19.6.2.1
Exporting an Archive
19.6.2.2
Importing an Archive
19.6.2.3
Importing a Batch-Created Storage Hierarchy
19.6.3
XSD Data Transfer
19.6.3.1
Special Handling of <choice> Elements
19.6.3.2
Required Fields on Import
19.6.3.3
Target Namespace and Qualified Locals
19.6.3.4
Configuring XSD for Importing and Exporting
19.6.3.5
Exporting and Importing XSD Data
20
Using Federated Search and Freeze
20.1
Understanding Federated Search and Freeze
20.2
Federated Searches
20.2.1
Federated Search Query Builder
20.2.2
Performing a Search
20.2.2.1
About Returned Content
20.2.2.2
Checking Search Progress
20.2.2.3
Subscribing to a Search
20.2.2.4
Deleting a Search
20.3
Federated Freeze
20.3.1
Freezing Search Results
20.3.2
Viewing Scheduled Freezes
Part V Managing Content Conversions
21
Configuring Inbound Refinery
21.1
Content Server and Refinery Configuration Scenarios
21.1.1
Scenario A
21.1.2
Scenario B
21.1.3
Scenario C
21.1.4
Scenario D
21.1.5
Scenario E
21.2
Configuring Content Server and Refinery Communication
21.2.1
Configuring Refinery Providers
21.2.1.1
Adding or Editing Refinery Providers
21.2.1.2
Disabling/Enabling Refinery Providers
21.2.1.3
Deleting Refinery Providers
21.2.2
Editing the Refinery IP Security Filter
21.2.3
Setting Library Path for UNIX Platforms
21.3
Configuring Content Servers to Send Jobs to Refineries
21.3.1
About File Formats and Conversions
21.3.1.1
Passing Content Items Through the Refinery and Failed Conversions
21.3.1.2
About MIME Types
21.3.2
Managing File Types
21.3.2.1
Adding or Editing File Formats
21.3.2.2
Adding or Editing File Extensions
21.3.3
Configuring the Content Server for PassThru Files
21.3.4
Configuring the Content Server Refinery Conversion Options
21.3.5
Configuring Image Files to Bypass Preview
21.3.6
Overriding Conversions at Check-In
21.3.6.1
Changing the Size of Thumbnails
21.4
Viewing Status Details
21.4.1
Refinery Conversion Status
21.4.2
IBR Provider Status
21.5
Configuring Refinery Conversion Settings
21.5.1
Calculating Timeouts
21.5.1.1
Timeout Calculations
21.5.2
Setting Accepted Conversions
21.5.3
Setting Multi-Page TIFF Files as the Primary Web-Viewable Rendition
21.5.4
Setting Up Thumbnails
21.5.5
Configuring Rendering Options on UNIX
21.5.6
Specifying the Font Path
21.5.7
Configuring Timeout Settings for Graphics Conversions
22
Managing Inbound Refinery
22.1
Managing Refinery Authentication and Users
22.1.1
Integration with Single Sign-On
22.2
Managing Refinery Conversion Queues
22.3
Managing Agents and Providers
22.3.1
Agent Management
22.3.1.1
Verbose Logging
22.3.1.2
Deleting Agents
22.3.2
Managing Refinery Providers
22.4
Viewing Refinery Information
22.4.1
Refinery Configuration Information
22.4.2
Refinery System Audit Information
22.5
Configuring the Web Server Filter
22.6
Publishing Dynamic and Static Layout Files
22.7
Active Virus Scanning on Windows
22.8
Changing the Date Format and Time Zones
22.8.1
Changing the Date Format
22.8.2
Setting the Time Zone
22.9
Monitoring Refinery Status
22.9.1
Viewing Refinery Status
22.9.1.1
Viewing Conversion Statuses
22.9.1.2
Viewing Refinery Logs
22.9.1.3
Viewing Console Output
22.9.1.4
Viewing Conversion History
22.9.2
Viewing Agent Statuses
22.9.2.1
Viewing Specific Status
22.9.2.2
Viewing Agent Queues
22.9.2.3
Viewing Agent Logs
23
Working with Conversions
23.1
Managing PDF Conversions
23.1.1
PDF Conversion Considerations
23.1.2
Configuring PDF Conversion Settings
23.1.2.1
Configuring Content Servers to Send Jobs to Inbound Refinery
23.1.2.2
Setting PDF Files as the Primary Web-Viewable Rendition
23.1.2.3
Installing a Distiller Engine and PDF Printer
23.1.2.4
Configuring Third-Party Application Settings
23.1.2.5
Configuring Timeout Settings for PDF Conversions
23.1.2.6
Setting Margins When Using Outside In
23.1.3
Configuring OpenOffice
23.1.3.1
OpenOffice Configuration Considerations
23.1.3.2
Configuring the OpenOffice Port and Setting up the Listener
23.1.3.3
Setting Port for Session Using soffice Command Line Parameters
23.1.3.4
Configuring Inbound Refinery to Use OpenOffice
23.1.3.5
Setting Classpath to OpenOffice Class Files
23.1.3.6
Using OpenOffice Without Logging In to Host
23.1.4
Converting Microsoft Office Files to PDF
23.1.4.1
Converting Microsoft Word Files to PDF
23.1.4.2
Converting Microsoft Excel Files to PDF
23.1.4.3
Converting Microsoft PowerPoint Files to PDF
23.1.4.4
Converting Microsoft Visio Files to PDF
23.1.4.5
Using Relative versus Absolute Links in Office Documents
23.2
Managing Tiff Conversions
23.2.1
Configuring Content Servers to Send Jobs for Tiff Conversion
23.2.1.1
Using the File Formats Wizard for Tiff Conversion
23.2.1.2
Using the Configuration Manager for Tiff Conversion
23.2.1.3
Tips for Processing Zip Files in Tiff Conversion
23.2.2
Configuring Tiff Conversion Settings
23.2.2.1
Setting Accepted Conversions
23.2.2.2
Changing Timeout Settings
23.2.3
Configuring CVista PdfCompressor
23.2.3.1
Changing PdfCompressor Settings
23.2.3.2
Configuring CVista PdfCompressor OCR Languages
23.3
Managing XML Conversions
23.3.1
Configuring Content Servers to Send Jobs to Inbound Refinery
23.3.2
Setting XML Files as the Primary Web-Viewable Rendition
23.3.3
Setting XML Files as an Additional Rendition
23.3.4
Setting Up XSL Transformation
23.3.4.1
XSLT Errors
23.4
Converting Microsoft Office Files to HTML
23.4.1
Configuring Content Servers to Send Jobs for HTML Conversion
23.4.1.1
Using the File Formats Wizard for Microsoft Office Conversions
23.4.1.2
Using the Configuration Manager for Microsoft Office Conversions
24
Working With Image and Video Conversions
24.1
Understanding Digital Asset Manager
24.1.1
Supported Conversion Applications
24.1.2
Supported Streaming Servers
24.1.3
Supported Input Formats
24.1.4
Supported Output Formats
24.2
Configuring Digital Asset Manager
24.2.1
Configuring For Image Conversion
24.2.2
Modifying the Content Server Configuration File
24.2.3
Associating File Formats and Mapping File Extensions
24.2.3.1
Image Formats
24.2.3.2
Video Formats
24.2.4
Associating a File Format
24.2.5
Mapping File Extensions
24.3
Setting Up and Managing Image Conversions
24.3.1
Understanding Image Rendition Sets
24.3.2
Defining Image Rendition Sets
24.3.3
Creating and Configuring Image Rendition Sets
24.3.3.1
extraRendition_definitions.hda File Structure
24.3.3.2
Adding a Rendition Set
24.3.3.3
Enabling a Rendition Set
24.3.4
Working with XMP and EXIF Data
24.3.4.1
Searching XMP and EXIF Data in Content Server
24.4
Setting Up and Managing Video Conversions
24.4.1
Installing FlipFactory
24.4.2
Installing Digital Asset Manager Video Plug-ins
24.4.3
Sharing Directories with FlipFactory
24.4.4
Setting the Conversion Engine Shared Directory Path
24.4.5
Setting Media Locations
24.4.5.1
Placing Renditions within Content Server
24.4.5.2
Placing Renditions Outside Content Server
24.4.5.3
Placing Renditions Within and Outside Content Server
24.4.5.4
Setting Placement Location Configuration Variables
24.4.5.5
Configuring Specific Media Format Placement Locations
24.4.6
Using Streaming Servers
24.4.7
Defining Video Rendition Sets
24.4.8
Creating and Configuring Factories in FlipFactory
24.4.9
Managing Video Conversion
24.4.9.1
Editing the Video File Type Configuration Table
24.4.9.2
Setting the Default Video Format Preferences
24.4.10
Enabling Plug-in Debugging Logs
25
Managing PDF Watermark
25.1
Understanding PDF Watermark
25.1.1
Types of Watermark
25.1.2
Templates
25.1.2.1
Template Security
25.1.3
Dynamic Watermark Rules
25.1.4
PDF Optimization
25.1.5
Watermark Placement
25.2
Configuring PDF Watermark
25.2.1
Specifying the Classpath for an Encryption Library
25.2.2
Starting PDF Watermark Administration
25.2.3
Adding or Editing Templates
25.2.3.1
Add or Edit a Text Watermark
25.2.3.2
Add or Edit an Image Watermark
25.2.3.3
Add or Edit an Electronic Signature Watermark
25.2.4
Creating and Editing Rules
25.3
Watermarking Scenarios
25.3.1
Static Watermarking Scenario
25.3.2
Dynamic Watermarking Scenario
26
Supported File Formats
26.1
File Formats Converted by Outside In Technology
26.1.1
Inbound Refinery
26.1.2
PDF Conversion
26.1.2.1
PDF Export
26.1.3
XML Converter
26.1.4
Outside In Technology
26.2
File Formats Converted to PDF Using Third-Party Applications
26.3
File Formats Converted to PDF by Open Office
Part VI Managing Dynamic Conversion
27
Introduction to Dynamic Converter
27.1
About Dynamic Converter
27.2
Basic Dynamic Converter Concepts
27.3
Dynamic Converter Process
27.4
Upfront Conversions
27.5
Forced Conversions
27.6
Fragment-Only Conversions
27.7
Caching and Querying
27.7.1
Caching of Timestamps
27.7.2
Metadata Changes
27.7.3
Timestamp Checking Frequency
27.7.4
Cache Interval
27.7.5
Cache Size
27.7.6
Cache Expiration Period
27.8
Special Conversions
27.8.1
Conversion of HTML Forms to HTML
27.8.2
Conversion of XML to HTML
27.8.3
Rendering Paragraphs as Graphics
27.9
Dynamic Converter Interface in Content Server
28
Configuring Dynamic Converter
28.1
Before Using Dynamic Converter
28.2
Setting the Default Template
28.3
Setting Up Conversion Formats
28.3.1
Adding File Formats For Dynamic Conversion
28.3.2
Removing File Formats From Dynamic Conversion
28.4
Configuring Slideshow Template Files for PowerPoint Presentations
28.5
Removing Wireless Templates
29
Managing Template Rules
29.1
About Template Rules
29.2
Managing Your Template Rules
29.2.1
Adding a Rule
29.2.2
Deleting a Rule
29.2.3
Reordering the Rules
29.3
Assigning Metadata Criteria to a Rule
29.4
Choosing a Template for a Rule
30
Managing Conversion Templates
30.1
About Templates
30.2
Template Types
30.3
Template Strategy
30.4
Checking In a Template
31
HTML Conversion Templates
31.1
About Templates
31.1.1
Creating a New HTML Conversion Template
31.1.2
Editing an Existing HTML Conversion Template
31.2
Using the HTML Conversion Template Editor
31.2.1
Formatting Different File Types
31.2.2
Adding Document Properties
31.2.3
Adding Text Elements
31.2.4
Adding Navigation Elements
31.2.5
Configuring HTML Settings
31.2.6
Adding Output Markup Items
31.2.7
Adding Output Text Formats
31.2.8
Adding Format Mapping Rules
31.2.9
Adding Output Page Layouts
31.2.10
Previewing Your Content
31.2.11
Saving Your Template
31.3
Using the Classic HTML Conversion Template Editor
31.3.1
Template Elements
31.3.2
Sample Classic HTML Conversion Templates
31.3.2.1
Academy
31.3.2.2
Acclaim CSS
31.3.2.3
Account
31.3.2.4
Adagio CSS
31.3.2.5
Administration
31.3.2.6
Analysis
31.3.2.7
Archive CSS
31.3.2.8
Blank
31.3.2.9
Business
31.3.2.10
Ceremonial
31.3.2.11
Courtesy
31.3.2.12
Executive
31.3.2.13
Introduction CSS
31.3.2.14
Lotus 1-2-3
31.3.2.15
Lotus Freelance
31.3.2.16
MS Excel
31.3.2.17
MS PowerPoint
31.3.2.18
Purple Frost
31.3.2.19
Retrofied! CSS
31.3.3
Migrating From Script Templates to Classic HTML Conversion Templates
31.3.3.1
Updating an Old Template
31.3.3.2
Sample of Newly Converted Template (From a Pre-6.0 Version)
32
Classic HTML Conversion Layout Templates
32.1
About Classic HTML Conversion Layout Templates
32.2
Layout Template Contents
32.3
Tokens in Layout Templates
32.4
Sample Layout Templates
32.4.1
default_layout.txt
32.4.2
snippet_layout.txt
32.5
Creating a Layout Template for Your Content Items
32.6
Associating a Layout Template With a Template Rule
32.7
Specifying a Default Layout Template
32.8
Including Scripts, Images, and CSS in a Layout Template
33
Managing Script Templates
33.1
About Script Templates
33.2
Elements
33.2.1
Element Tree
33.2.2
Leaf Elements
33.2.3
Repeatable Elements
33.2.4
Element Definitions
33.3
Indexes
33.3.1
Index Variable Keywords
33.3.1.1
Whole Number
33.3.1.2
Current, Next, Previous, First, and Last
33.3.1.3
Up, Down, Left, and Right
33.3.2
Creating a Set of HTML Files for Each Slide in a Presentation
33.4
Macros
33.4.1
About Macros
33.4.2
Units: {## UNIT}, {## HEADER}, and {## FOOTER}
33.4.3
Insert Element: {## INSERT}
33.4.4
Conditional: {## IF...}, {## ELSEIF...}, and {## ELSE}
33.4.5
Loop: {## REPEAT}
33.4.6
Linking With Structured Breaking: {## LINK}
33.4.6.1
{## LINK} Usage Scenarios
33.4.6.2
{## LINK} Archive File Example
33.4.6.3
{## LINK} Presentation File Example
33.4.7
Linking With Content Size Breaking: {## ANCHOR}
33.4.8
Comment Put in the Output File: {## IGNORE}
33.4.9
Comment Not Put in the Output File: {## COMMENT}
33.4.10
Including Other Templates: {## INCLUDE}
33.4.11
Setting Options Within the Template: {## OPTION}
33.4.12
Copying Files: {## COPY}
33.4.13
Deprecated Template Macros
33.5
Pragmas
33.5.1
Pragma.Charset
33.5.2
Pragma.CSSFile
33.5.3
Pragma.EmbeddedCSS
33.5.4
Pragma.JsFile
33.5.5
Pragma.SourceFileName
33.6
Setting Script Template Formatting Options
33.6.1
Changing the Format Used for Converted Graphics
33.6.2
Generating Bullets and Numbers for Lists
33.7
Breaking Documents by Structure
33.8
Breaking Documents by Content Size
33.8.1
A Sample Size Breaking Template
33.8.2
Templates Without {## UNIT} Macros
33.8.3
Indexes and Size-Based Breaking
33.9
Using Grids to Navigate Spreadsheet and Database Files
34
HTML Snippets
34.1
About HTML Snippets
34.2
Portal-Style Website Sample
34.3
Combining HTML Snippets Into a Web Page
34.3.1
Generating a Snippet of HTML
34.3.2
Include HTML Snippet Using Idoc Script Function
34.4
Inline Dynamic Conversion
34.5
Displaying Content Server Metadata on a Web Page
35
Working with Converted Content
35.1
Viewing Content Information
35.2
Viewing a Converted File
35.2.1
Search Results Page
35.2.2
Content Information Page
35.3
Previewing a Document Before Check-In
36
Implementation Considerations
36.1
Metadata Fields With Multi-Byte Characters
36.2
Conversion of PDF Files in UNIX
36.3
Embedded Graphics on UNIX
36.4
Use of Vector Versus Raster Graphics Formats
36.5
Converting Vector Graphics and Spreadsheet Text in UNIX
36.6
URL Rewriting
36.7
Relative URLs in Templates and Layout Files
36.8
Browser Caching
36.9
Image Sizing Rules
36.10
CSS Considerations
36.11
Style Names Used by Dynamic Converter
36.12
Overriding Dynamic Converter Styles
36.13
Pragma.CSSFile and {## LINK}
36.14
Well-Formed HTML
36.15
Positional Frames Support
36.16
Template Writing Tips
37
Conversion Filters
37.1
Application Filters
37.2
Graphics Filters
38
Input File Formats
38.1
Word Processing Formats
38.2
Desktop Publishing Formats
38.3
Database Formats
38.4
Spreadsheet Formats
38.5
Presentation Formats
38.6
Graphic Formats
38.7
Compressed Formats
38.8
Email Formats
38.9
Other Formats
39
Office 2007/2010 Considerations
39.1
All Office Applications
39.2
Word 2007/2010
39.3
Excel 2007/2010
39.4
PowerPoint 2007/2010
39.5
Examples of Unsupported Objects
40
Elements Script Template
40.1
About the Elements Script Template
40.2
Elements Script Template Code
Part VII Desktop Management
41
Managing Desktop
41.1
Custom Installation Options for the Client Software
41.2
Setting the Web Browser Search Provider Name for a Content Server Instance
41.3
Enabling Subfolder Searching
41.4
Mapping Email Metadata
41.5
Configuring Form-Based Login
41.6
Customizing the Form-Based Login Regular Expression
41.7
Setting the Naming of Files for Checked-In Email Messages
41.8
Enabling Related Content Links for Checked-In Email Attachments
Part VIII Troubleshooting
42
Troubleshooting Workflows
42.1
Workflow Item Stuck in EDIT or GENWWW Status
42.2
Workflow Item Stuck in REVIEW Status
42.3
Workflow Item Entered in Wrong Workflow
43
Troubleshooting Content Tracking Issues
43.1
Web Server Filter Plug-in Debugging Support
43.2
Java Code Debugging Support
43.3
DataBinder Dump Facility
44
Troubleshooting WebDAV
44.1
Zero-Byte Files
44.1.1
Cause
44.1.2
Solution
44.2
No Connection to WebDAV Folder
44.2.1
Cause
44.2.2
Solution
44.3
Other Connection Issues
44.4
Double-Byte Characters in File Name
44.4.1
Cause
44.4.2
Solution
44.5
Number Sign in Virtual Folder Name or File Name
44.5.1
Cause
44.5.2
Solution
44.6
ExtranetLook Component Problem
44.6.1
Cause
44.6.2
Solution
44.7
Content Item "Stuck" in Auto-Contribution Workflow Step
44.7.1
Cause
44.7.2
Solution
44.8
Deleting Content from Contribution Folders for Site Studio Website
44.8.1
Cause
44.8.2
Solution
44.9
WebDAV Drag and Drop Does Not Work with Windows 2000
44.9.1
Cause
44.9.2
Solution
44.10
Folder Shortcuts Do Not Show Latest Changes
44.10.1
Cause
44.10.2
Solution
44.11
Profile Rule for All WebDAV Requests
44.11.1
Solution
45
Troubleshooting Inbound Refinery
45.1
Troubleshooting PDF Conversion Problems
45.1.1
Troubleshooting Process for PDF Conversion Issues
45.1.2
Common Conversion Issues
45.1.3
Inbound Refinery Setup and Run Issues
45.1.3.1
Inbound Refinery Won't Process Any Files
45.1.3.2
Missing IDC PDF Converter Printer
45.1.3.3
Error: 'Unable to convert. The printer is not installed'
45.1.3.4
Conversions Keep Timing Out
45.1.3.5
Microsoft Word Files Won't Convert
45.1.3.6
Microsoft Excel Files Won't Convert
45.1.3.7
Microsoft PowerPoint Files Won't Convert
45.1.3.8
Microsoft Visio Files Won't Convert
45.1.3.9
FrameMaker Files Won't Convert
45.1.3.10
WordPerfect Files Won't Convert
45.1.4
PDF Display Issues
45.1.4.1
Blank PDF files in Internet Explorer
45.1.4.2
Error: 'File does not begin with '%PDF-'
45.1.4.3
PDF Files Don't Open Within Browser Window
45.1.4.4
Problems Printing PDFs Using Adobe Acrobat 6.0
45.1.4.5
Problem Displaying Internal Thumbnails When Viewing PDF Files
45.2
Troubleshooting Tiff Converter Problems
45.2.1
Installation Problems
45.2.2
General Conversion Problems
45.2.3
CVista PdfCompressor Conversion Problems
45.2.4
PDF Thumbnailing and Viewing Problems
45.3
Troubleshooting XML Converter Problems
Scripting on this page enhances content navigation, but does not change the content in any way.