Table of Contents

• Title and Copyright Information
• Preface
  • Audience
  • Documentation Accessibility
  • Diversity and Inclusion
  • Related Resources
  • Conventions
• 1 Get Started
  • Overview of Oracle Content Management
    • Access Oracle Content Management
    • Understand Roles
    • Manage Assets
    • Collaborate on Documents
    • Build Sites
    • Integrate and Extend Oracle Content Management
    • Get Started
  • Starter vs. Premium Edition
    • Upgrade to the Premium Edition
  • Your Role as Administrator
  • Administrative Interfaces
  • Administrative Tasks
  • Roles
    • Typical Organization Roles
    • Application Roles
    • Task and Feature Comparison by Application Role
    • Resource Roles (Permissions)
      • Asset Types
      • Assets
      • Audience Attributes
      • Collections
      • Components and Layouts
      • Content Workflows
      • Conversations
      • Editorial Roles
      • Experiences
      • Files and Folders
      • Localization Policies
      • Publishing Channels
      • Ranking Policies
      • Recommendations
      • Rendition Policies
      • Repositories
      • Sites
      • Taxonomies
      • Templates
      • Themes
      • Workflow Roles
  • Security
• 2 Deploy Oracle Content Management
  • Understand Your Deployment Architecture Options
    • Oracle Content Management Native Disaster Recovery
      • Benefits of Oracle Content Management Disaster Recovery
      • Disaster Recovery Terminology and Concepts
      • Failover Recovery Process
      • Switchover Testing Process
      • Implement Disaster Recovery
      • Data Center Support for Disaster Recovery
    • Beyond High Availability
  • Set Up a Test to Production (T2P) Deployment
    • Install the Oracle Content Management Toolkit on Your VM Compute Instance
    • Register Your Source and Target Servers
    • Transfer Your Enterprise Sites
  • Deploy OCM in a Region with Identity Domains
    • Create and Activate an Oracle Cloud Account
    • Create an OCM Instance in a Region with Identity Domains
      • Create a Compartment for Oracle Content Management
      • Delegate Creation of OCM Instances to Other Users
        • Add Users to the Administrators Group
        • Add Users to a New Administrative Group
      • Create Your Instance in a Secondary Domain
      • Create Your Instance in Another Region
      • Create a Private Instance Using FastConnect
        • Review the Feature Limitations
        • Get Your Tenancy OCID
        • Create a Local Peering Gateway
        • Create a Requestor Group
        • Create a Requestor Policy
        • Create a Support Request
        • Enable Access to Safe Domains
      • Create Your Oracle Content Management Instance
    • Set Up Users and Groups Using IAM
      • Create Groups for Your Organization
      • Assign Roles to Groups
      • Add Users
      • Assign Users to Groups
  • Deploy OCM in a Region without Identity Domains
    • Create and Activate an Oracle Cloud Account
    • Create an OCM Instance in a Region without Identity Domains
      • Create a Compartment for Oracle Content Management
      • Delegate Creation of OCM Instances to Non-Federated Users
      • Delegate Creation of OCM Instances to SSO Users
      • Create Your Instance in a Secondary IDCS Domain
      • Create an Instance in Another Region
      • Create a Private Instance Using FastConnect
        • Get Your Tenancy OCID
        • Create a Local Peering Gateway
        • Create a Requestor Group
        • Create a Requestor Policy
        • Create a Support Request
      • Create Your Oracle Content Management Instance
    • Set Up Users and Groups Using IDCS
      • Create Groups for Your Organization
      • Assign Roles to Groups
      • Add Users
      • Assign Users to Groups
  • Enable Optional Features
    • Integrate Microsoft Office Online
    • Integrate Microsoft Outlook
    • Integrate Kaltura Video Management
• 3 Roll Out the Service
  • Understand the Roll-Out Process
  • Provide Sign-In and Get-Started Information to Users
  • Deploy the Desktop App
    • Run the Executable Installer from the Command Line
    • Run the MSI Installer
    • Deploy the MSI Installer Through Active Directory’s Group Policy
    • Set Installation Defaults
• 4 Configure System Settings
  • Configure General Settings
    • Restrict File and Asset Types and Sizes
    • Apply Custom Branding and URLs
    • Enable or Disable Email Notifications
    • Set the Default Locale Settings
    • Purge Content Delivery Network (CDN) Cache
  • Configure Domain Settings
  • Configure Security Settings
    • Enable Cross-Origin Resource Sharing (CORS)
    • Embed Content in Other Domains
  • Configure Billing Settings
  • Configure Analytics Settings
    • Enable or Disable Consumption Analytics
    • Use Your Own Infinity Instance
    • Enable or Disable Usage Analytics
  • Configure Users Settings
    • Set the Default Resource Role for New Folder Members
    • Enable or Disable External Users
    • Search for Users and Groups
    • Synchronize User Profile Data
    • Display Conversation Membership Messages for a User
    • Override Storage Quota for a User
    • Transfer File Ownership
    • Override Temporary Quota for a User
    • Revoke Access to Linked Devices
    • Change Settings for Groups
    • View and Resynchronize Groups Out of Sync
  • Configure Assets Settings
  • Configure Sites Settings
    • Allow Sites to Be Created
    • Enable Governance for Sites
    • Set Minimum Security for Online Sites
    • Allow Sharing of Sites and Themes
    • Limit Site, Template, or Component Creation to Site Administrators
    • Add Analytics Tracking Code to Sites
    • Set Custom Cache Control Headers for Compiled Sites
    • Set a Compilation Endpoint URL
    • Automatically Handle Expired Sites
    • Install Default Site Templates
    • Enable Custom Sign-In
    • Configure Vanity Domains
  • Configure SEO for Sites Settings
    • Enable Prerender
    • Configure User Agents
  • Configure Experiences Settings
  • Configure Documents Settings
    • Restrict File and Folder Deletions
    • Set User Quotas and Manage Storage Space
    • Set Default Link Behavior
  • Configure Metadata Settings
• 5 Manage Users, Groups, and Access
  • Does My Region Use IAM Identity Domains?
  • Manage Users, Groups, and Access in a Region with Identity Domains
    • Manage Users with IAM
    • Manage Groups with IAM
      • Manage Groups with IAM
      • Assign Roles to Groups with IAM
      • Assign Users to Groups IAM
  • Manage Users, Groups, and Access in a Region without Identity Domains
    • Enable Single Sign-On (SSO)
    • Manage Users with IDCS
    • Manage Groups with IDCS
      • Manage Groups with IDCS
      • Assign Roles to Groups with IDCS
      • Assign Users to Groups IDCS
  • External Users
  • Set the Default Resource Role for New Folder Members
  • Synchronize User Profile Data
  • Display Conversation Membership Messages for Users
  • Override Storage Quota for a User
  • Transfer File Ownership
  • View and Resynchronize Groups Out of Sync
  • Override Temporary Quota for a User
  • Revoke Access to Linked Devices
  • Change Settings for Groups
• 6 Analyze Service Usage
  • Understand Analytics
  • View the Analytics Dashboard
  • View User Statistics
  • View Assets and Content Metrics
    • Repositories Metrics
    • Content Metrics
    • Channels Metrics
    • Collections Metrics
  • View Sites and Channels Analytics
  • View Files and Conversations Statistics
    • Documents Metrics
    • Shared Links Metrics
    • Conversations Metrics
  • View Capture Metrics
  • View Reports and Metrics
• 7 Manage the Service
  • Manage Vanity Domains
    • Understand the Different Types of Domains
    • Use a Content Delivery Network
    • Use Oracle Content Management’s Content Delivery Network
    • Manage a Domain with a Domain Name System
    • Deploy Certificates
    • Set Up a Site Vanity Domain
      • Configure a Site With a Site Vanity Domain
      • Configure the CDN to Route Requests to a Public Site
      • Configure the CDN to Route Requests to a Secure Site
    • Set Up an Instance Vanity Domain
      • Configure Oracle Content Management With Your Instance Vanity Domain
      • Configure the CDN When Using Standard Paths
      • Configure the CDN When Using Short Paths
    • Set Up a Vanity Domain for Oracle Content Management Itself
      • Configure Your CDN for Your Friendly Management Domain
      • Using a Friendly Management Domain in a Private Instance
      • Configure Oracle Content Management with Your Friendly Management Domain
  • Edit Your Oracle Content Management Instance
  • Monitor Your Instances
  • Monitor Billing and Usage
  • Report Issues
• A Troubleshoot
  • I can't access the administration pages
  • No one can add files to their accounts
  • I need to change the storage quota for a user
  • I need to reassign someone’s files
  • I created a user but can't find the user in the system
  • I granted roles to more users than were purchased
  • Users can’t connect to the service using the sync client
  • I need to find out who deleted a file or folder
• B Supported Software, Devices, Languages, and File Formats
  • Supported Web Browsers
  • Supported Software
  • Supported Mobile Devices
  • Supported Languages
  • Supported File Formats
• C Service Limits, Quotas, Policies, and Events
  • Service Limits
  • Service Quotas
  • Service Policies
    • Resource Types for Oracle Content Management
    • Supported Variables
    • Details for Verb and Resource-Type Combinations
    • Permissions Required for Each API Operation
    • Example Policy Statements to Manage Oracle Content Management Instances
  • Service Events
• D Migrate Oracle Content Management
  • Migrate an Oracle Content Management Instance
    • Prepare for Migration
    • Submit a Migration Request
    • The Migration Process
    • Finalize the Migration
    • Communicate the Change to Users
  • Migrate an Oracle Content Management Instance from Legacy Cloud Infrastructure
    • User Mapping
    • Prepare for Migration
    • Submit a Migration Service Request
    • The Migration Process
    • Finalize the Migration
    • Migrate Your Sites That Include Assets
      • Install the Oracle Content Management Toolkit
      • Register the Target Server
      • Migrate Your Sites
      • Post-Migration Steps
      • Make Your Migrated Site Multilingual Site (MLS) Compliant
    • Migrate Your Assets
      • Register the Source and Target Servers
      • Migrate a Collection of Assets
    • Communicate the Change to Users
  • Migrate Files to Oracle Content Management Assets
    • Migration Process
    • Migrate Files from Oracle WebCenter Content 12c to Oracle Content Management Assets
    • Migrate Files from Oracle WebCenter Content 11g to Oracle Content Management Assets
    • Migrate Files from an External Content Management System
    • Migrate Files from Oracle WebCenter Content Using Archiver and Content Capture
    • Migrate Files from a Documents Folder to an Asset Repository
    • File Migration FAQ
    • Map Your Source Content to Oracle Content Management Asset Features
    • Upload Files to an Object Storage Bucket
    • Export Source File Metadata to CSV
    • Submit a File Migration Service Request
• E Manage Oracle Content Management in Legacy Environments
  • Manage Legacy Instances of Oracle Content Management Built on OCI Gen 1
    • Understand Active Users per Hour
    • Understand Visitor Sessions
  • Manage Legacy Instances of Oracle Content Management on OCI Classic
    • Understand Active Users per Hour
    • Understand Visitor Sessions
  • Deploy and Manage Legacy Instances of Oracle Content Management for Government on OCI Classic
    • Create an Instance of Oracle Content Management for Government
    • Manage Oracle Content Management for Government
      • Understand Active Users per Hour
      • Understand Visitor Sessions
  • Deploy and Manage Legacy Instances of Oracle Content Management for SaaS on OCI Classic
    • Create an Instance of Oracle Content Management for SaaS
    • Manage and Monitor Oracle Content Management for SaaS
      • View Billing Metrics
      • Understand Visitor Sessions
  • Deploy and Manage Oracle Content Management with a Non-Metered Subscription
    • Create an Oracle Content Management Instance with a Non-Metered Subscription
    • Set Up Users and Groups (Traditional Cloud Account)
      • Application Roles in an Oracle Content Management Instance with a Non-Metered Subscription
      • Typical Organization Roles
      • Create Groups with a Traditional Cloud Account
      • Assign Roles to Groups with a Traditional Cloud Account
      • Add Users with a Traditional Cloud Account
      • Assign Users to Groups with a Traditional Cloud Account
    • Manage Users, Groups, and Access with a Traditional Cloud Account
      • Enable Single Sign-On (SSO)
      • Manage Users with a Traditional Cloud Account
      • Manage Groups (Traditional Cloud Account)
        • Manage Groups with a Traditional Cloud Account
        • Assign Roles to Groups with a Traditional Cloud Account
        • Assign Users to Groups with a Traditional Cloud Account
      • Set the Default Role for New Folder Members
      • Synchronize User Profile Data
      • Display Conversation Membership Messages for Users
      • Override Storage Quota for a User
      • Transfer File Ownership
      • Revoke Access to Linked Devices
    • Manage and Monitor Oracle Content Management with a Non-Metered Subscription
      • View Billing Metrics
      • View Business Metrics
      • Understand Visitor Sessions
  • Migrate Oracle Documents Cloud to Oracle Content Management
    • Application Roles in Oracle Documents Cloud
    • Troubleshoot Oracle Documents Cloud
      • I need to downsize my instance
      • Users can’t sign in after migration (storage overage)