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Contents
Title and Copyright Information
Preface
Audience
Documentation Accessibility
Related Documents
Conventions
What's New and Changed in This Guide
New and Changed Features for 11g Release 1 (11.1.1.8.0 MLR3)
New and Changed Features for 11g Release 1 (11.1.1.8.0)
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
Document Libraries
1.4.3
Folders
1.4.4
Shortcuts
1.4.5
Favorites
1.4.6
Finding Content
1.4.7
Managing Images and Videos
1.4.8
Managing Content through Office Applications
1.4.9
Grouping Content into Folios
1.4.10
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
Navigating Oracle WebCenter Content Using 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
Library and Folder Context
3.4.2
Metadata Search
3.4.3
Metadata Search Operators for a Database Metadata Search
3.4.4
Metadata Search Case Sensitivity
3.4.5
About Full-Text Searching
3.4.6
Full-Text Search Rules
3.4.7
Full-Text Search Case Sensitivity
3.4.8
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
3.7
Understanding Library and Folder 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
4.5.1
Library and Folder Security
4.6
Understanding Document Renditions
5
Understanding Libraries
5.1
About Document Libraries
5.2
Understanding Enterprise Libraries
5.2.1
Using Enterprise Libraries to Manage Documents
5.2.2
Setting Security for Enterprise Libraries and Folders
5.2.3
Resolving Upload Conflicts and Tracking Revision History
5.2.4
Using Enterprise Libraries and Folders to Manage Document Access
5.3
Understanding Shortcuts, Favorites, and Following
6
Understanding Folders
6.1
About Folders
6.2
Folder Differences Between the WebCenter Content and Native 11
g
Interfaces
6.3
Browsing the Folder Hierarchy
6.4
Searching For Folders
6.5
Working With Folders
6.6
Understanding Folder Security
6.7
Saved Searches and Shortcuts
7
Understanding Document Workflows
7.1
About Workflows
7.2
Workflow Types
7.3
Workflow Steps
7.4
Workflow Process
7.5
Postprocess Workflow Options
7.6
Authentication
Part II Using the WebCenter Content User Interface with Oracle WebCenter Content
8
Getting Started with the WebCenter Content User interface
8.1
Working with Oracle WebCenter Content
8.2
Accessing Oracle WebCenter Content
8.3
Understanding the WebCenter Content User interface
8.3.1
Find Documents Page
8.3.2
Search Box
8.3.3
Side Bar
8.3.4
Results List
8.3.5
Results List Toolbar and Contextual Menu
8.3.6
Searching and Browsing
8.3.6.1
Searching Metadata
8.3.6.2
Browsing
8.3.7
View Documents Page
8.4
Personalizing WebCenter Content Preferences
9
Finding Libraries, Folders, and Documents
9.1
About Finding Libraries, Folders, and Documents
9.2
Using the Find Documents Page
9.3
Browsing Using the Side Bar
9.3.1
Browsing Through Libraries
9.3.2
Browsing Through Favorites
9.3.3
Browsing Through Folders
9.3.4
Browsing Versus Searching
9.3.5
Switching Between Searching and Browsing
9.4
Searching Using the Banner Search Box
9.4.1
Understanding Text Entry
9.4.1.1
Using the Search Box When Browsing
9.4.2
Refining Results Using Predefined Filters
9.4.3
Clearing Filters
9.4.4
Supported Wildcards
9.5
Searching for Folders
9.5.1
Searching for Folders Using the Search Box
9.5.2
Searching for Folders Using the Side Bar
9.6
Using System Libraries to Find Documents in a Process State
9.7
Using Advanced Search Capabilities
9.7.1
About Metadata Search
9.7.2
About Full-Text Search
9.7.3
Using an Advanced Search Form
9.8
Saving Searches
9.8.1
Using a Saved Search
9.8.2
Modifying Saved Search Properties and Criteria
9.9
Working with the Results List
9.9.1
Results View
9.9.2
Sorting Results
9.9.3
Changing the Number of Items Displayed per Page
9.9.4
Setting Favorites
9.9.5
Following Items
9.9.6
Viewing Library Contents
9.10
Modifying Items Using the Results Toolbar
10
Viewing Documents
10.1
About Viewing Documents
10.1.1
Banner Section
10.1.2
View Area
10.1.3
Properties Section
10.2
Viewing Documents on the Document Page
10.3
Changing the Document View
10.4
Viewing Alternate Renditions
10.5
Viewing the Native File
10.6
Viewing Previous Document Revisions
10.7
Using Links
11
Uploading and Checking In Documents
11.1
About Uploading and Checking In Documents
11.2
Uploading Documents from a Web Browser
11.2.1
Changing Access to Uploaded Documents
11.3
Checking In New Revisions from a Web Browser
11.4
Uploading and Checking In Documents from WebCenter Content: Desktop
11.5
Uploading and Checking In Documents from a Mobile Device
12
Checking Out and Downloading Documents
12.1
About Checking Out and Downloading Documents
12.2
Checking Out Documents
12.2.1
Checking Out and Editing a Document
12.3
Downloading Documents
12.3.1
Downloading Native Files
12.3.2
Downloading a Web-Viewable Rendition
12.4
Checking Out and Downloading Documents from WebCenter Content: Desktop
12.5
Checking Out and Downloading Documents from a Mobile Device
13
Working with Libraries
13.1
About Document Libraries
13.2
Creating an Enterprise Library
13.3
Viewing and Editing Document Library Properties
13.4
Propagating Library Metadata
13.5
Sharing Document Libraries
13.6
Following Document Libraries
13.7
Creating Library Shortcuts
13.8
Deleting Document Libraries
13.9
Using System Libraries to Find Content
14
Working with Content Folders
14.1
About Folders
14.2
Working With Folders
14.3
Finding Folders
14.4
Creating Folders
14.5
Deleting Folders
15
Using Workflows
15.1
About Workflows
15.2
Workflow Types
15.3
Entering a File to a Workflow
15.4
Reviewing Workflow Items Assigned to You
15.5
Viewing Workflow Information
15.5.1
Viewing a List of Your Workflow Assignments
15.5.2
Viewing a List of All Documents in Active Workflows
15.5.3
Viewing a List of Documents in a Specific Workflow
15.5.4
Viewing Workflow Details and History
Part III Using the Native 11g User Interface with Oracle WebCenter Content
16
Getting Started with the Native 11g User Interface
16.1
Working with Oracle WebCenter Content
16.2
Accessing WebCenter Content Server
16.3
Understanding the Native 11g User Interface
16.3.1
Home Page
16.3.2
Toolbar
16.3.3
Trays
16.3.4
My Content Server Tray
16.3.5
Content Management Tray
16.3.6
Quick Search Field
17
Finding Documents
17.1
Search Pages
17.1.1
Quick Search Field
17.1.2
Home Page Search Fields
17.1.3
Search Tray
17.1.4
Advanced Search Page
17.1.5
Query Builder Form
17.2
Working with Search Results
17.2.1
Displaying Search Results
17.2.2
Changing the Search Results View
17.3
Search Result Templates
17.3.1
Classic View Template
17.3.2
Headline View Template
17.3.3
Thumbnail View Template
17.3.4
Creating a Custom Search Result Template
17.4
Saving Queries
17.4.1
About Saved Queries
17.4.2
Saving a Query
17.4.3
Rerunning a Recent Query
17.4.4
Clearing Recent Queries
17.4.5
Creating Quick Search Queries
17.5
Searching with Oracle Text Search
17.5.1
Searching with the Expanded Form
17.5.2
Filtering Search Results
17.5.3
Searching with the Query Builder Form
17.5.4
Metadata Search Operators for Oracle Text Search
17.6
Searching with Database Metadata Search
17.6.1
About Metadata Searching
17.6.2
Performing a Metadata Search
17.7
Searching with Database Full-Text Search
17.7.1
Performing a Full-Text Search
17.8
Searching for Expired or Expiring Content
17.9
Using Additional Search Capabilities
17.9.1
Metadata Wildcards
17.9.2
Internet-Style Search Syntax
17.9.3
Complex Queries and Alternate Query Formats
17.10
Searching Referenced Links (optional)
17.10.1
About Searching Links
17.10.2
Link References on the Content Information Page
17.10.3
Notification of Expiration
17.10.4
Performing a Link Search
17.10.5
Checking Content Item Link References
17.10.5.1
Checking Link References from the Search Results Page
17.10.5.2
Checking Link References from the Link Manager's Search Links page
17.10.6
Checking the Link Information About Specific Links
17.10.6.1
Checking Link Information from the Content Information Page
17.10.6.2
Checking Link Information from the Search Links Page
17.11
Content Data Tracking and Reporting
17.11.1
About Content Tracker
17.11.2
About Content Tracker Reports
17.11.2.1
Content Access Reports
17.11.2.2
Content Dashboard Feature
17.11.2.3
Drill Down Report Feature
18
Viewing Documents
18.1
Viewing a Content Item
18.1.1
Viewing a Web-Viewable File
18.1.2
Viewing a Native File
18.2
Discussing Content
18.2.1
About Discussion Posts and Threads
18.2.2
Initiating a Discussion from the Content Information Page
18.2.3
Initiating a Discussion from the Search Results Page
18.2.4
Initiating a Discussion from the Workflow Review Page
18.2.5
Viewing and Replying to a Threaded Discussion
18.2.6
Printing a Threaded Discussion
18.2.7
Deleting a Threaded Discussion
18.2.8
Searching with the Discussion Type Field
18.3
Subscribing to New Revisions of a Content Item
18.3.1
About Subscriptions
18.3.2
Subscribing to a Content Item
18.3.3
Viewing Your Current Subscriptions
18.3.4
Unsubscribing from a Content Item
18.3.5
Unsubscribing from a Criteria Group
18.4
Signing Content Electronically
18.4.1
About Electronic Signatures
18.4.2
Signable Objects
18.4.3
Signature Metadata
18.4.4
Signature Verification
18.4.5
Signing a Content Item Electronically
18.4.6
Viewing Electronic Signature Information
18.4.7
Search for a File in Revisions
18.4.8
Search for a File in the Repository
19
Uploading Documents
19.1
About Manual File Check-In
19.2
Primary and Alternate Files
19.3
Watermarks and File Check-In
19.3.1
About PDF Watermark
19.3.2
Watermark Templates
19.3.3
Content Check-In Form
19.4
Checking In Single Files
19.4.1
Checking In a New File
19.4.2
Checking In a Similar File
19.4.3
Checking In a Revised File
19.5
Checking In Multiple Files
19.5.1
About Multiple File Check-In
19.5.2
Upload Applet Requirements
19.5.3
Checking In Multiple Files Using Upload
19.6
Important Considerations
19.6.1
Multibyte Characters
19.6.2
Content Profiles
20
Checking Out and Downloading Files
20.1
About Manual File Check-Out
20.2
Checking Out Single Files
20.3
Using Check Out and Open
20.3.1
About Checking Out and Opening Content
20.3.2
Opening Content from Content Server
20.4
Checking Out Multiple Files
20.4.1
About Multiple File Check-Out
20.4.2
Download Applet Requirements
20.4.3
Download Options on Search Results Pages
20.4.4
Downloading Multiple Files
21
Working with Content Folders
21.1
Introduction
21.1.1
Browsing to Content
21.1.1.1
Browse Content Tray
21.1.1.2
Browsing Content to Find a File
21.1.2
About Folders
21.1.2.1
The Folders Interface
21.1.2.2
Folders and Files
21.1.2.3
Shortcuts
21.1.2.4
Query Folders and Folder Search
21.1.2.5
Folders Retention
21.1.2.6
Personal Folder
21.1.2.7
Security and User Access
21.1.2.8
Content Item Versioning
21.1.2.9
Folder and Content Item Metadata
21.1.2.10
Migrating Contribution Folder Content
21.1.3
About Contribution Folders
21.1.3.1
Content Item Security
21.1.3.2
Folder Metadata Inheritance
21.1.3.3
Default Metadata Values
21.1.3.4
Trash Bin
21.1.3.5
Metadata Propagation
21.1.3.6
Folder Content Item Revisions
21.1.4
About WebDAV
21.1.4.1
What is WebDAV?
21.1.4.2
WebDAV Clients
21.1.4.3
Oracle WebCenter Content: Desktop
21.2
Working with Folders
21.2.1
Folder Navigation
21.2.2
Working with Folders
21.2.2.1
Create a Folder
21.2.2.2
Specify Default Folder Metadata
21.2.2.3
Propagate Folder Metadata
21.2.3
Working with Content Items
21.2.3.1
Add a New Content Item to a Folder
21.2.3.2
Add an Existing Content Item to a Folder
21.2.3.3
Create a Folder or File Shortcut
21.2.3.4
Copy or Move Folders and Files
21.2.3.5
Check Out and Check in Files
21.2.3.6
Delete Folders and Files
21.2.4
Working with Search Options and Query Folders
21.2.4.1
Search for a Folder or File
21.2.4.2
Save a Search as a Query Folder
21.2.4.3
Create or Modify a Query Folder
21.2.5
Folder Access Example
21.3
Working with Contribution Folders
21.3.1
Naming Folders
21.3.2
Defining User Configuration Settings
21.3.3
Defining User Metadata Defaults for New Content
21.3.4
Defining User Metadata Defaults for Revised Content
21.3.5
Viewing Contribution Folders
21.3.6
Viewing Content Items
21.3.7
Checking In Content
21.3.8
Adding Contribution Folders
21.3.9
Modifying Contribution Folders
21.3.10
Moving Contribution Folders and Content
21.3.11
Creating a Shortcut
21.3.11.1
Creating a Shortcut from an Exploring Page
21.3.11.2
Creating a Shortcut from a Folder Information or Content Information Page
21.3.12
Deleting Contribution Folders and Their Content
21.3.12.1
About Deleting Folders and Content
21.3.12.2
Deleting a Folder or Content Item
21.3.12.3
Permanently Deleting Folders and Content from Trash
21.3.13
Restoring Folders and Content from Trash
21.3.14
Propagating Metadata
21.3.15
Searching for Content in Folders
21.4
Working with WebDAV
21.4.1
Working with Folders
21.4.1.1
WebDAV Folders
21.4.1.2
Connecting to a WebDAV Folder
21.4.1.3
Viewing Folders
21.4.1.4
Creating a New Folder
21.4.2
Working with Content
21.4.2.1
Checking In Content
21.4.2.2
Check-In Troubleshooting
21.4.2.3
Checking Out Content
21.4.2.4
Viewing Content
21.4.2.5
Modifying Content
21.4.2.6
Deleting a Folder or Content Item
21.4.2.7
Restoring a Contribution Folder or Content Item
21.4.2.8
Copying Content
21.4.2.9
Moving Content
21.4.3
Displaying Web Pages
21.4.3.1
Configuring Windows Explorer
21.4.3.2
Displaying a Web Page
22
Grouping Documents Using Folios
22.1
About Content Folios
22.1.1
What a Folio Is
22.1.2
The Folio Structure
22.1.3
When to Use a Folio
22.2
Working with Folios
22.2.1
Creating a Simple Folio
22.2.2
Creating an Advanced Folio
22.2.3
Modifying Folio Structure and Content
22.2.3.1
Editing a Simple Folio
22.2.3.2
Editing an Advanced Folio
22.2.4
Taking Snapshots
22.2.5
Locking and Unlocking Folios
22.2.6
Downloading Folio Renditions
22.2.7
Finding Existing Folios
22.2.8
Viewing Folios
22.2.9
Viewing Folio Information
22.2.10
Subscribing to Folios
22.2.11
Using Digital Asset Baskets
22.2.11.1
Managing Digital Asset Baskets
22.2.11.2
Working with Digital Asset Baskets
22.2.12
Understanding Folio Workflows
23
Using Workflows
23.1
About Workflows
23.2
Entering a File to a Workflow
23.3
Reviewing Revisions in a Workflow
23.4
Working with a Rejected Revision
23.5
Viewing Workflow Information
23.5.1
Viewing a List of Active Workflows
23.5.2
Viewing a List of Your Workflows
23.5.3
Viewing Workflow History and Information About a Workflow Step
23.5.4
Viewing Content Information
24
Working with Images and Videos
24.1
About Digital Asset Management with Oracle WebCenter Content
24.2
Supported Input Formats
24.3
Supported Video Output Formats
24.4
Checking In a Digital Asset
24.5
Finding Renditions and Information
24.6
Rendition Information Page
24.7
Image Data Page
24.8
Rendition Parameters Page
24.9
Video Preferences Page
24.9.1
No Format Option
24.9.2
No Player Option
24.10
Working with Renditions
24.10.1
Storing Renditions in Your Digital Asset Basket
24.10.2
Viewing Items in Your Digital Asset Basket
24.10.3
Removing Items from Your Digital Asset Basket
24.10.4
Adding and Removing Renditions in a Rendition Set
24.10.5
Downloading Multiple Items
24.10.6
Creating Renditions
24.10.7
Updating Renditions
24.11
Working with Standard Content Items
24.12
Managing Digital Assets on a Macintosh Client
25
Working with Records
25.1
Understanding Retention Management
25.1.1
The Retention Process
25.1.2
Physical Content Management
25.1.3
Understanding Roles and Permissions
25.1.4
Interface Overview
25.1.4.1
Dashboards
25.1.4.2
My Favorites
25.2
Creating Records and Physical Content
25.2.1
Checking In From the Main Menu
25.2.1.1
Checking in Items Using DIS
25.2.2
Checking In Through a Retention Schedule
25.2.3
Checking In a Classified Item
25.2.4
Folios and Content Basket
25.2.4.1
Creating, Updating, or Deleting a Basket
25.2.4.2
Setting an Active Basket
25.2.4.3
Adding or Removing Items
25.2.4.4
Sorting Items
25.2.4.5
Creating Reservation Requests for Items
25.2.4.6
Downloading Items
25.2.4.7
Creating E-Mail Links to Items in the Content Basket
25.2.5
Folios and Cloned Content
25.2.5.1
Creating a Fixed Clone
25.2.5.2
Adding a Folio to a Restricted Revision Category
25.2.6
Creating a Physical Item
25.2.6.1
Using the Storage Page
25.2.6.2
Within a Retention Schedule
25.2.6.3
Creating a Physical Item Within Another Item
25.3
Finding Records and Physical Items
25.3.1
Searching for Content
25.3.1.1
Using the Search Forms Option
25.3.1.2
Using Auxiliary Metadata Sets
25.3.2
Searching for Physical Content
25.3.3
Screening for Content
25.3.3.1
Performing Screenings
25.3.3.2
Scheduling a Screening Report
25.3.3.3
Setting Default Metadata For Reports
25.3.4
Browsing the Retention Schedule
25.3.5
Browsing the PCM Storage Space
25.3.5.1
Browsing the Storage Tree
25.3.5.2
Using Exploring Pages
25.3.5.3
Viewing Information about a Storage Location
25.3.6
Generating a Retention Schedule Report
25.4
Reservations and Chargebacks
25.5
Creating a Records Profile
25.5.1
Creating a Profile
25.5.1.1
Trigger Fields
25.5.1.2
Rules
25.5.1.3
Profile Pages
25.5.2
Designing a Simple Profile
25.5.2.1
Adding a New Profile
25.5.2.2
Using the Create/Update Profile Pages
25.5.3
Profile Management
25.5.3.1
Viewing Profile Information
25.5.3.2
Updating a Simple Profile
25.5.3.3
Copying a Profile
25.5.3.4
Deleting a Profile
25.5.3.5
Moving a Profile
25.5.3.6
Changing a Trigger Field (Administrators Only)
25.5.3.7
Troubleshooting (Administrators Only)
Part IV Using Other Ways to Work with WebCenter Content
26
Accessing Managed Content Directly from Within Your Desktop Applications
26.1
About Oracle WebCenter Content: Desktop
26.2
Managing Content Through Windows Explorer
26.3
Working With Managed Content Within Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
26.4
Working With Managed Content Within Microsoft Outlook and Lotus Notes
26.5
Using Web Browser Search Fields to Search for Managed Content
27
Working with WebCenter Content from Mobile Devices
27.1
About the Mobile App
27.2
Everyday Tasks Using the Mobile App
27.3
Installing and Connecting to Oracle WebCenter Content
27.4
Navigating the Mobile App
27.5
Finding Documents
27.6
Viewing Files
27.6.1
Viewing a File
27.6.2
Viewing Information about a File, Folder, or Library
27.7
Downloading Files
27.8
Sharing Files
Scripting on this page enhances content navigation, but does not change the content in any way.