Table of Contents
- Title and Copyright Information
- Preface
-
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 What are document libraries?
- 1.4.3 What are folders?
- 1.4.4 What are shortcuts?
- 1.4.5 What are favorites?
- 1.4.6 How do I find content?
- 1.4.7 Can I manage images and videos?
- 1.4.8 Can I manage content through office applications?
- 1.4.9 What are folios and how are they used to group content?
- 1.4.10 What are workflows and how are they used to route content?
- 1.5 Basic WebCenter Content Tasks
- 2 Accessing and Navigating Oracle WebCenter Content
-
3
Understanding Content Management
- 3.1 Managing Unstructured Documents
- 3.2 Understanding Uploading, Checking In, and Checking Out Documents
- 3.3 Understanding 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 What is 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
- 3.6 Understanding Document Security
- 3.7 Understanding Library and Folder Security
- 4 Understanding Documents and Document Properties
- 5 Understanding Libraries
- 6 Understanding Folders
- 7 Understanding Document Workflows
-
1
Introduction to Oracle WebCenter Content
-
Part II Using the WebCenter Content User Interface with Oracle WebCenter Content
- 8 Getting Started with the WebCenter Content User Interface
-
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
- 9.4 Searching Using the Banner Search Box
- 9.5 Searching for Folders
- 9.6 Using System Libraries to Find Documents in a Process State
- 9.7 Using Advanced Search Capabilities
- 9.8 Saving Searches
- 9.9 Working with the Results List
- 9.10 Modifying Items Using the Results Toolbar
- 10 Viewing and Annotating Documents
- 11 Uploading and Checking In Documents
- 12 Checking Out and Downloading Documents
- 13 Working with Libraries
- 14 Working with Content Folders
- 15 Deleting Libraries, Folders, and Documents
- 16 Using Workflows
-
17
Working with Oracle Content
Management Cloud Service
- 17.1 About Content Management Cloud Service
- 17.2 Uploading Content to Oracle Content Management Cloud Service
- 17.3 Copying Content to Oracle Content Management Cloud Service
- 17.4 Copying Content from Oracle Content Management Cloud Service
- 17.5 Sharing Cloud Folders
- 17.6 Deleting Cloud Folders
-
Part III Using the Native User Interface with Oracle WebCenter Content
- 18 Getting Started with the Native User Interface
-
19
Finding Documents
- 19.1 Search Pages
- 19.2 Working with Search Results
- 19.3 Search Result Templates
- 19.4 Saving Queries
- 19.5 Searching with Oracle Text Search
- 19.6 Searching with Database Metadata Search
- 19.7 Searching with Database Full-Text Search
- 19.8 Searching with Elasticsearch
- 19.9 Searching for Expired or Expiring Content
- 19.10 Using Additional Search Capabilities
- 19.11 Searching Referenced Links (optional)
- 19.12 Content Data Tracking
-
20
Viewing Documents
- 20.1 Viewing a Content Item
-
20.2
Discussing Content
- 20.2.1 About Discussion Posts and Threads
- 20.2.2 Initiating a Discussion from the Content Information Page
- 20.2.3 Initiating a Discussion from the Search Results Page
- 20.2.4 Initiating a Discussion from the Workflow Review Page
- 20.2.5 Viewing and Replying to a Threaded Discussion
- 20.2.6 Printing a Threaded Discussion
- 20.2.7 Deleting a Threaded Discussion
- 20.2.8 Searching with the Discussion Type Field
- 20.3 Subscribing to New Revisions of a Content Item
- 20.4 Signing Content Electronically
- 21 Uploading Documents
- 22 Checking Out and Downloading Files
-
23
Working with Content Folders
-
23.1
Introduction
- 23.1.1 Browsing to Content
-
23.1.2
About Folders
- 23.1.2.1 The Folders Interface
- 23.1.2.2 Folders and Files
- 23.1.2.3 Shortcuts
- 23.1.2.4 Query Folders and Folder Search
- 23.1.2.5 Folders Retention
- 23.1.2.6 Personal Folder
- 23.1.2.7 Security and User Access
- 23.1.2.8 Content Item Versioning
- 23.1.2.9 Folder and Content Item Metadata
- 23.1.2.10 Migrating Contribution Folder Content
- 23.1.3 About Contribution Folders
- 23.1.4 About WebDAV
- 23.2 Working with Folders
-
23.3
Working with Contribution Folders
- 23.3.1 Naming Folders
- 23.3.2 Defining User Configuration Settings
- 23.3.3 Defining User Metadata Defaults for New Content
- 23.3.4 Defining User Metadata Defaults for Revised Content
- 23.3.5 Viewing Contribution Folders
- 23.3.6 Viewing Content Items
- 23.3.7 Checking In Content
- 23.3.8 Adding Contribution Folders
- 23.3.9 Modifying Contribution Folders
- 23.3.10 Moving Contribution Folders and Content
- 23.3.11 Creating a Shortcut
- 23.3.12 Deleting Contribution Folders and Their Content
- 23.3.13 Restoring Folders and Content from Trash
- 23.3.14 Propagating Metadata
- 23.3.15 Searching for Content in Folders
-
23.4
Working with WebDAV
- 23.4.1 Working with Folders
- 23.4.2 Working with Content
- 23.4.3 Displaying Web Pages
-
23.1
Introduction
-
24
Grouping Documents Using Folios
- 24.1 About Content Folios
-
24.2
Working with Folios
- 24.2.1 Creating a Simple Folio
- 24.2.2 Creating an Advanced Folio
-
24.2.3
Modifying Folio Structure and Content
- 24.2.3.1 Editing a Simple Folio
-
24.2.3.2
Editing an Advanced Folio
- 24.2.3.2.1 Adding and Organizing Nodes and Slots
- 24.2.3.2.2 Adding Content Items to an Advanced Folio
- 24.2.3.2.3 Adding Items from the Source Items Area
- 24.2.3.2.4 Inserting an Existing Item Using a Contextual Menu
- 24.2.3.2.5 Inserting an New Item Using a Contextual Menu
- 24.2.3.2.6 Adding Items from a Search Result page
- 24.2.3.2.7 Adding Items from a Digital Asset Basket
- 24.2.3.2.8 Updating Advanced Folio Element Information
- 24.2.4 Taking Snapshots
- 24.2.5 Locking and Unlocking Folios
- 24.2.6 Downloading Folio Renditions
- 24.2.7 Finding Existing Folios
- 24.2.8 Viewing Folios
- 24.2.9 Viewing Folio Information
- 24.2.10 Subscribing to Folios
- 24.2.11 Using Digital Asset Baskets
- 24.2.12 Understanding Folio Workflows
- 25 Using Workflows
-
26
Working with Images and Videos
- 26.1 About Digital Asset Management with Oracle WebCenter Content
- 26.2 Supported Input Formats
- 26.3 Supported Video Output Formats
- 26.4 Checking In a Digital Asset
- 26.5 Finding Renditions and Information
- 26.6 Rendition Information Page
- 26.7 Image Data Page
- 26.8 Rendition Parameters Page
- 26.9 Video Preferences Page
-
26.10
Working with Renditions
- 26.10.1 Storing Renditions in Your Digital Asset Basket
- 26.10.2 Viewing Items in Your Digital Asset Basket
- 26.10.3 Removing Items from Your Digital Asset Basket
- 26.10.4 Adding and Removing Renditions in a Rendition Set
- 26.10.5 Downloading Multiple Items
- 26.10.6 Creating Renditions
- 26.10.7 Updating Renditions
- 26.11 Working with Standard Content Items
- 26.12 Managing Digital Assets on a Macintosh Client
-
27
Working with Records
- 27.1 Understanding Retention Management
-
27.2
Creating Records and Physical Content
- 27.2.1 Checking In From the Main Menu
- 27.2.2 Checking In Through a Retention Schedule
- 27.2.3 Checking In a Classified Item
- 27.2.4 Folios and Content Basket
- 27.2.5 Folios and Cloned Content
- 27.2.6 Creating a Physical Item
- 27.3 Finding Records and Physical Items
- 27.4 Reservations and Chargebacks
-
27.5
Creating a Records Profile
- 27.5.1 Creating a Profile
-
27.5.2
Designing a Simple Profile
- 27.5.2.1 Adding a New Profile
-
27.5.2.2
Using the Create/Update Profile Pages
- 27.5.2.2.1 Selecting Fields for Inclusion
- 27.5.2.2.2 Set Field Formats
- 27.5.2.2.3 Set Default Values
- 27.5.2.2.4 Set Derived Values
- 27.5.2.2.5 Grouping Fields
- 27.5.2.2.6 Setting Labels
- 27.5.2.2.7 Setting Descriptions
- 27.5.2.2.8 Restricting Options
- 27.5.2.2.9 Setting Activation Conditions
- 27.5.2.2.10 Limiting Access (Administrators Only)
- 27.5.2.2.11 Setting the Search Order
- 27.5.3 Profile Management
-
Part IV Using Other Ways to Work with WebCenter Content
-
28
Accessing Managed Content Directly from Within Your Desktop Applications
- 28.1 About Oracle WebCenter Content: Desktop
- 28.2 Managing Content Through Windows Explorer
- 28.3 Working With Managed Content Within Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
- 28.4 Working With Managed Content Within Microsoft Outlook and Lotus Notes
- 28.5 Using Web Browser Search Fields to Search for Managed Content
- 29 Working with WebCenter Content from Mobile Devices
-
28
Accessing Managed Content Directly from Within Your Desktop Applications
- A Metadata Fields in Records Management