Table of Contents
- Title and Copyright Information
- Preface
- Part I Understanding Oracle WebCenter Content
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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 via the Oracle WebCenter Content Administration App
- 2.8 Running Administration Applications in Standalone Mode
- 3 Finding Status and Error Information
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2
Getting Started Managing Oracle WebCenter Content
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Part III Managing Content
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4
Managing Content
- 4.1 Starting the Repository Manager
- 4.2 Configuring the Repository Manager Content List
- 4.3 Managing Content Using Repository Manager
- 4.4 Managing Revisions Using Repository Manager
- 4.5 Subscribing to Content
- 4.6 Signing Content Electronically
- 4.7 Managing Native Content Conversion
- 4.8 Defining Content Types
- 5 Organizing Content
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6
Managing Workflows
- 6.1 Understanding Workflows
- 6.2 Planning a Workflow
- 6.3 Creating a Criteria Workflow
- 6.4 Creating a Basic Workflow
- 6.5 Customizing Workflows
- 6.6 Workflow and Script Templates
- 6.7 Workflow Scenarios
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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
- 6.8.5 Workflow Escalation
- 6.8.6 Other Customizations
- 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
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8
Categorizing and Linking Content
- 8.1 About Categorizing and Linking Content
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8.2
Categorizing Content
- 8.2.1 XML Conversion
- 8.2.2 Search Rules Overview
- 8.2.3 Running Content Categorizer
- 8.2.4 Setting Up Content Categorizer
- 8.2.5 Search Rules
- 8.2.6 Sample doc_config.htm Page
- 8.2.7 XSLT Transformation
- 8.3 Using the Link Manager Component
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9
Tracking Content Access
- 9.1 About Content Tracker
- 9.2 Understanding the Content Tracker Functionality
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9.3
Operational Details
- 9.3.1 Data Collection
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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
- 9.3.6 Tracking Limitations
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9.4
Data Tracking Functions
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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
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9.4.1
Activity Snapshots
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10
Managing Content Profiles
- 10.1 About Content Profiles
- 10.2 Content Profile Elements
- 10.3 Content Profile Rules
- 10.4 Display Results of Reordered Metadata Fields
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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
- 10.7 Creating and Using Content Profiles
- 10.8 Content Profile Examples
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4
Managing Content
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Part IV Managing Records
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11
Configuring Records Management
- 11.1 Understanding Records Management
- 11.2 Selecting the Software Configuration
- 11.3 Retention Management Options
- 11.4 Setting Up Physical Content Management
- 11.5 Configuring Retention Definitions and Options
- 11.6 PCM Options
- 11.7 Creating Custom Metadata Sets
- 11.8 Setting Up Workflows
- 11.9 Configuration with Desktop Integration Suite
- 11.10 Configuration Variables
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12
Managing a Records Retention Schedule
- 12.1 Understanding Retention Schedules
- 12.2 Using a Series
- 12.3 Managing Retention Categories
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12.4
Managing Record Folders
- 12.4.1 Creating a Record Folder
- 12.4.2 Creating a Volume Folder
- 12.4.3 Viewing Information
- 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
- 12.4.10 Deleting a Record Folder
- 12.4.11 Setting Dates with External Folders
- 12.4.12 Classification Settings for Folders
- 12.4.13 Folder Examples
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13
Managing Security for Records
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13.1
Understanding Records Security
- 13.1.1 Retention Management in an Organization
- 13.1.2 General Security Settings
- 13.1.3 Security Roles and Definitions
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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
- 13.1.6 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
- 13.4 Specifying PCM Barcode Values for Users
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13.5
Classified Security
- 13.5.1 Security Classifications
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13.5.2
Managing Security Classifications
- 13.5.2.1 Enabling or Disabling Classified Security
- 13.5.2.2 Creating Custom Security Classification
- 13.5.2.3 Editing a security classification
- 13.5.2.4 Setting the Order of Security Classifications
- 13.5.2.5 Deleting a Security Classification
- 13.5.2.6 Setting the Declassification Time Frame
- 13.5.2.7 Viewing Security Classification References
- 13.5.2.8 Assigning a Classification to a User
- 13.5.2.9 Changing a User's Classification
- 13.5.2.10 Removing a User's Classification
- 13.5.3 Classification Guides
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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 Classification Topic
- 13.5.4.5 Editing a Classification Topic
- 13.5.4.6 Editing Classification Topic Settings
- 13.5.4.7 Deleting a Classification Topic
- 13.5.4.8 Viewing Classification Topic Information
- 13.5.5 Supplemental Markings
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13.5.6
Managing Supplemental Markings
- 13.5.6.1 Enabling or Disabling Supplemental Markings
- 13.5.6.2 Disabling Supplemental Markings
- 13.5.6.3 Creating Supplemental Marking
- 13.5.6.4 Editing a Supplemental Marking
- 13.5.6.5 Viewing Supplemental Marking Information and References
- 13.5.6.6 Deleting a Supplemental Marking
- 13.5.6.7 Assigning User Supplemental Markings
- 13.5.6.8 Removing Supplemental User Markings
- 13.5.6.9 Using Restricted and Formerly Restricted Supplemental Markings
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13.6
Custom Security
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13.6.1
Managing Custom Security
- 13.6.1.1 Enabling or Disabling Custom Security Usage
- 13.6.1.2 Creating a Simple Custom Security Field
- 13.6.1.3 Editing a Custom Security Field
- 13.6.1.4 Adding Advanced Security
- 13.6.1.5 Editing Advanced Security
- 13.6.1.6 Viewing Simple Custom Security Field Information
- 13.6.1.7 Deleting a Simple Custom Security Field (Simple)
- 13.6.2 Simple Custom Security Field Example
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13.6.1
Managing Custom Security
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13.1
Understanding Records Security
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14
Defining and Processing Dispositions
- 14.1 Working with Triggers
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14.2
Managing Freezes
- 14.2.1 Creating a Freeze
- 14.2.2 Editing a Freeze
- 14.2.3 Viewing Freeze Information
- 14.2.4 Deleting a Freeze
- 14.2.5 Freezing Items, Folios or Folders
- 14.2.6 Unfreezing Frozen Items or Folders
- 14.2.7 Searching for Frozen Content and Folders
- 14.2.8 Re-Sending an Email Notification for a Freeze
- 14.2.9 Example: Creating a Freeze
- 14.3 Creating Dispositions
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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
- 14.4.8 Pending Event Processing
- 14.4.9 Processing Dispositions
- 15 Managing the Oracle WebCenter Content Records Adapter
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16
Managing Physical Content
- 16.1 Configuring Physical Content Management
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16.2
Configuring Storage Space
- 16.2.1 Browsing the PCM Storage Space
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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
- 16.4 Managing Physical Items
- 16.5 Managing Reservations and Barcodes
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17
Processing Reservations and Chargebacks
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17.1
Managing Chargebacks
- 17.1.1 Understanding the Chargeback Process
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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
- 17.2 Processing Reservations
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17.1
Managing Chargebacks
- 18 Configuring Related Content (Links) for Records
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19
Managing the Records System
- 19.1 Scheduling Tasks
- 19.2 Using Performance Monitoring
- 19.3 Using Custom Scripts
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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
- 19.6 Archiving and Transferring Information
- 20 Using Federated Search and Freeze
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11
Configuring Records Management
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Part V Managing Content Conversion
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21
Configuring Inbound Refinery
- 21.1 Prerequisites for Configuring Inbound Refinery
- 21.2 Content Server and Refinery Configuration Scenarios
- 21.3 Configuring Content Server and Refinery Communication
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21.4
Configuring Content Servers to Send Jobs to Refineries
- 21.4.1 Understanding File Formats and Conversions
- 21.4.2 Managing File Types
- 21.4.3 Configuring the Content Server for PassThru Files
- 21.4.4 Configuring the Content Server Refinery Conversion Options
- 21.4.5 Configuring Image Files to Bypass Preview
- 21.4.6 Overriding Conversions at Check-In
- 21.4.7 Modifying Default Content Conversion Settings
- 21.5 Viewing Status Details
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21.6
Configuring Refinery Conversion Settings
- 21.6.1 Calculating Timeouts
- 21.6.2 Setting Accepted Conversions
- 21.6.3 Setting Multi-Page TIFF Files as the Primary Web-Viewable Rendition
- 21.6.4 Setting Up Thumbnails
- 21.6.5 Configuring Rendering Options on UNIX
- 21.6.6 Specifying the Font Path
- 21.6.7 Configuring Timeout Settings for Graphics Conversions
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22
Managing Inbound Refinery
- 22.1 Managing Refinery Authentication and Users
- 22.2 Managing Refinery Conversion Queues
- 22.3 Managing Refinery Agents
- 22.4 Managing Refinery Providers
- 22.5 Viewing Refinery Information
- 22.6 Configuring the Web Server Filter
- 22.7 Publishing Dynamic and Static Layout Files
- 22.8 Active Virus Scanning on Windows
- 22.9 Changing the Date Format and Time Zones
- 22.10 Monitoring Refinery Status
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23
Working with Conversions
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23.1
Managing PDF Conversions
- 23.1.1 PDF Conversion Considerations
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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 WebāViewable Rendition
- 23.1.2.3 Installing a Distiller Engine and PDF Printer
- 23.1.2.4 Configuring ThirdāParty Application Settings
- 23.1.2.5 Configuring Timeout Settings for PDF Conversions
- 23.1.2.6 Setting Margins When Using Outside In
- 23.2 Managing Tiff Conversions
- 23.3 Managing XML Conversions
- 23.4 Converting Microsoft Office Files to HTML
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23.1
Managing PDF Conversions
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24
Working With Image and Video Conversions
- 24.1 Understanding Digital Asset Manager
- 24.2 Configuring Digital Asset Manager
- 24.3 Setting Up and Managing Image Conversions
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24.4
Setting Up and Managing Video Conversions
- 24.4.1 Installing Vantage
- 24.4.2 Setting the Shared Directory Path for Vantage
- 24.4.3 Setting Media Locations
- 24.4.4 Using Streaming Servers
- 24.4.5 Defining Video Rendition Sets
- 24.4.6 Importing the WindowsMediaWorkflow.xml File
- 24.4.7 Understanding the Vantage Workflow
- 24.4.8 Managing Video Conversion
- 24.4.9 Using the Command-Line Interface (CLI) Tool for Video Rendition Sets
- 25 Managing PDF Watermark
- 26 Supported File Formats
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21
Configuring Inbound Refinery
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Part VI Managing Dynamic Conversion
- 27 Introduction to Dynamic Converter
- 28 Configuring Dynamic Converter
- 29 Managing Template Rules
- 30 Managing Conversion Templates
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31
HTML Conversion Templates
- 31.1 About Templates
-
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
-
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
- 32.5 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
- 33.3 Indexes
-
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}
- 33.4.7 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
- 33.6 Setting Script Template Formatting Options
- 33.7 Breaking Documents by Structure
- 33.8 Breaking Documents by Content Size
- 33.9 Using Grids to Navigate Spreadsheet and Database Files
- 34 Working with Converted Content
-
35
Implementation Considerations
- 35.1 Metadata Fields With Multi-Byte Characters
- 35.2 Conversion of PDF Files in UNIX
- 35.3 Embedded Graphics on UNIX
- 35.4 Use of Vector Versus Raster Graphics Formats
- 35.5 Converting Vector Graphics and Spreadsheet Text in UNIX
- 35.6 URL Rewriting
- 35.7 Relative URLs in Templates and Layout Files
- 35.8 Browser Caching
- 35.9 Image Sizing Rules
- 35.10 CSS Considerations
- 35.11 Style Names Used by Dynamic Converter
- 35.12 Overriding Dynamic Converter Styles
- 35.13 Pragma.CSSFile and {## LINK}
- 35.14 Well-Formed HTML
- 35.15 Positional Frames Support
- 35.16 Template Writing Tips
- 36 Conversion Filters
- 37 Input File Formats
- 38 Office 2007/2010 Considerations
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Part VII Desktop Management
-
39
Managing Desktop
- 39.1 Custom Installation Options for the Client Software
- 39.2 Setting the Web Browser Search Provider Name for a Content Server Instance
- 39.3 Enabling Subfolder Searching
- 39.4 Mapping Email Metadata
- 39.5 Configuring Form-Based Login
- 39.6 Customizing the Form-Based Login Regular Expression
- 39.7 Setting the Naming of Files for Checked-In Email Messages
- 39.8 Enabling Related Content Links for Checked-In Email Attachments
-
39
Managing Desktop
-
Part VIII Troubleshooting
- 40 Troubleshooting Workflows
- 41 Troubleshooting Content Tracking Issues
-
42
Troubleshooting WebDAV
- 42.1 Zero-Byte Files
- 42.2 No Connection to WebDAV Folder
- 42.3 Other Connection Issues
- 42.4 Double-Byte Characters in File Name
- 42.5 Number Sign in Virtual Folder Name or File Name
- 42.6 ExtranetLook Component Problem
- 42.7 Content Item "Stuck" in Auto-Contribution Workflow Step
- 42.8 Deleting Content from Contribution Folders for Site Studio Website
- 42.9 WebDAV Drag and Drop Does Not Work with Windows 2000
- 42.10 Folder Shortcuts Do Not Show Latest Changes
- 42.11 Profile Rule for All WebDAV Requests
-
43
Troubleshooting Inbound Refinery
-
43.1
Troubleshooting PDF Conversion Problems
- 43.1.1 Troubleshooting Process for PDF Conversion Issues
- 43.1.2 Common Conversion Issues
-
43.1.3
Inbound Refinery Setup and Run Issues
- 43.1.3.1 Inbound Refinery Won't Process Any Files
- 43.1.3.2 Missing IDC PDF Converter Printer
- 43.1.3.3 Error: 'Unable to convert. The printer is not installed'
- 43.1.3.4 Conversions Keep Timing Out
- 43.1.3.5 Microsoft Word Files Won't Convert
- 43.1.3.6 Microsoft Excel Files Won't Convert
- 43.1.3.7 Microsoft PowerPoint Files Won't Convert
- 43.1.3.8 Microsoft Visio Files Won't Convert
- 43.1.3.9 FrameMaker Files Won't Convert
- 43.1.3.10 WordPerfect Files Won't Convert
- 43.1.4 PDF Display Issues
- 43.2 Troubleshooting Tiff Converter Problems
- 43.3 Troubleshooting XML Converter Problems
-
43.1
Troubleshooting PDF Conversion Problems