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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 (11.1.1.9.3)
New and Changed Features for 11g Release 1 (11.1.1.9.0)
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
Uploading to Oracle Documents Cloud Service
3.2.3
Checking Out Documents
3.2.4
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 in the Side Bar
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
Pinning a View
9.9.5
Setting Favorites
9.9.6
Following Items
9.9.7
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
Accessing and Viewing Documents on the Document Page
10.2.1
Viewing Documents Using a Pointing Device
10.2.2
Accessing Documents Using the Keyboard
10.2.3
Opening a Document's Context Menu Using the Keyboard
10.2.4
Viewing a Document's Full Path Using the Keyboard
10.2.5
Showing Expanded Information for a Document Using the Keyboard
10.3
Changing the Document View
10.4
Viewing Alternate Renditions
10.4.1
Viewing and Working with Digital Asset 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
16
Working with Oracle Documents Cloud Service
16.1
About Documents Cloud Service
16.2
Uploading Content to Oracle Documents Cloud Service
16.3
Copying Content to Oracle Documents Cloud Server
16.3.1
Copying Content to a Top-Level Cloud Folder
16.3.2
Copying Content to a Child Cloud Folder
16.4
Copying Content from Oracle Documents Cloud Server
16.5
Sharing Cloud Folders
Part III Using the Native 11g User Interface with Oracle WebCenter Content
17
Getting Started with the Native 11
g
User Interface
17.1
Working with Oracle WebCenter Content
17.2
Accessing WebCenter Content Server
17.3
Understanding the Native 11g User Interface
17.3.1
Home Page
17.3.2
Toolbar
17.3.3
Trays
17.3.4
My Content Server Tray
17.3.5
Content Management Tray
17.3.6
Quick Search Field
18
Finding Documents
18.1
Search Pages
18.1.1
Quick Search Field
18.1.2
Home Page Search Fields
18.1.3
Search Tray
18.1.4
Advanced Search Page
18.1.5
Query Builder Form
18.2
Working with Search Results
18.2.1
Displaying Search Results
18.2.2
Changing the Search Results View
18.3
Search Result Templates
18.3.1
Classic View Template
18.3.2
Headline View Template
18.3.3
Thumbnail View Template
18.3.4
Creating a Custom Search Result Template
18.4
Saving Queries
18.4.1
About Saved Queries
18.4.2
Saving a Query
18.4.3
Rerunning a Recent Query
18.4.4
Clearing Recent Queries
18.4.5
Creating Quick Search Queries
18.5
Searching with Oracle Text Search
18.5.1
Searching with the Expanded Form
18.5.2
Filtering Search Results
18.5.3
Searching with the Query Builder Form
18.5.4
Metadata Search Operators for Oracle Text Search
18.6
Searching with Database Metadata Search
18.6.1
About Metadata Searching
18.6.2
Performing a Metadata Search
18.7
Searching with Database Full-Text Search
18.7.1
Performing a Full-Text Search
18.8
Searching for Expired or Expiring Content
18.9
Using Additional Search Capabilities
18.9.1
Metadata Wildcards
18.9.2
Internet-Style Search Syntax
18.9.3
Complex Queries and Alternate Query Formats
18.10
Searching Referenced Links (optional)
18.10.1
About Searching Links
18.10.2
Link References on the Content Information Page
18.10.3
Notification of Expiration
18.10.4
Performing a Link Search
18.10.5
Checking Content Item Link References
18.10.5.1
Checking Link References from the Search Results Page
18.10.5.2
Checking Link References from the Link Manager's Search Links page
18.10.6
Checking the Link Information About Specific Links
18.10.6.1
Checking Link Information from the Content Information Page
18.10.6.2
Checking Link Information from the Search Links Page
18.11
Content Data Tracking and Reporting
18.11.1
About Content Tracker
18.11.2
About Content Tracker Reports
18.11.2.1
Content Access Reports
18.11.2.2
Content Dashboard Feature
18.11.2.3
Drill Down Report Feature
19
Viewing Documents
19.1
Viewing a Content Item
19.1.1
Viewing a Web-Viewable File
19.1.2
Viewing a Native File
19.2
Discussing Content
19.2.1
About Discussion Posts and Threads
19.2.2
Initiating a Discussion from the Content Information Page
19.2.3
Initiating a Discussion from the Search Results Page
19.2.4
Initiating a Discussion from the Workflow Review Page
19.2.5
Viewing and Replying to a Threaded Discussion
19.2.6
Printing a Threaded Discussion
19.2.7
Deleting a Threaded Discussion
19.2.8
Searching with the Discussion Type Field
19.3
Subscribing to New Revisions of a Content Item
19.3.1
About Subscriptions
19.3.2
Subscribing to a Content Item
19.3.3
Viewing Your Current Subscriptions
19.3.4
Unsubscribing from a Content Item
19.3.5
Unsubscribing from a Criteria Group
19.4
Signing Content Electronically
19.4.1
About Electronic Signatures
19.4.2
Signable Objects
19.4.3
Signature Metadata
19.4.4
Signature Verification
19.4.5
Signing a Content Item Electronically
19.4.6
Viewing Electronic Signature Information
19.4.7
Search for a File in Revisions
19.4.8
Search for a File in the Repository
20
Uploading Documents
20.1
About Manual File Check-In
20.2
Primary and Alternate Files
20.3
Watermarks and File Check-In
20.3.1
About PDF Watermark
20.3.2
Watermark Templates
20.3.3
Content Check-In Form
20.4
Checking In Single Files
20.4.1
Checking In a New File
20.4.2
Checking In a Similar File
20.4.3
Checking In a Revised File
20.5
Checking In Multiple Files
20.5.1
About Multiple File Check-In
20.5.2
Upload Applet Requirements
20.5.3
Checking In Multiple Files Using Upload
20.6
Important Considerations
20.6.1
Multibyte Characters
20.6.2
Content Profiles
21
Checking Out and Downloading Files
21.1
About Manual File Check-Out
21.2
Checking Out Single Files
21.3
Using Check Out and Open
21.3.1
About Checking Out and Opening Content
21.3.2
Opening Content from Content Server
21.4
Checking Out Multiple Files
21.4.1
About Multiple File Check-Out
21.4.2
Download Applet Requirements
21.4.3
Download Options on Search Results Pages
21.4.4
Downloading Multiple Files
22
Working with Content Folders
22.1
Introduction
22.1.1
Browsing to Content
22.1.1.1
Browse Content Tray
22.1.1.2
Browsing Content to Find a File
22.1.2
About Folders
22.1.2.1
The Folders Interface
22.1.2.2
Folders and Files
22.1.2.3
Shortcuts
22.1.2.4
Query Folders and Folder Search
22.1.2.5
Folders Retention
22.1.2.6
Personal Folder
22.1.2.7
Security and User Access
22.1.2.8
Content Item Versioning
22.1.2.9
Folder and Content Item Metadata
22.1.2.10
Migrating Contribution Folder Content
22.1.3
About Contribution Folders
22.1.3.1
Content Item Security
22.1.3.2
Folder Metadata Inheritance
22.1.3.3
Default Metadata Values
22.1.3.4
Trash Bin
22.1.3.5
Metadata Propagation
22.1.3.6
Folder Content Item Revisions
22.1.4
About WebDAV
22.1.4.1
What is WebDAV?
22.1.4.2
WebDAV Clients
22.1.4.3
Oracle WebCenter Content: Desktop
22.2
Working with Folders
22.2.1
Folder Navigation
22.2.2
Working with Folders
22.2.2.1
Create a Folder
22.2.2.2
Specify Default Folder Metadata
22.2.2.3
Propagate Folder Metadata
22.2.3
Working with Content Items
22.2.3.1
Add a New Content Item to a Folder
22.2.3.2
Add an Existing Content Item to a Folder
22.2.3.3
Create a Folder or File Shortcut
22.2.3.4
Copy or Move Folders and Files
22.2.3.5
Check Out and Check in Files
22.2.3.6
Delete Folders and Files
22.2.4
Working with Search Options and Query Folders
22.2.4.1
Search for a Folder or File
22.2.4.2
Save a Search as a Query Folder
22.2.4.3
Create or Modify a Query Folder
22.2.5
Folder Access Example
22.3
Working with Contribution Folders
22.3.1
Naming Folders
22.3.2
Defining User Configuration Settings
22.3.3
Defining User Metadata Defaults for New Content
22.3.4
Defining User Metadata Defaults for Revised Content
22.3.5
Viewing Contribution Folders
22.3.6
Viewing Content Items
22.3.7
Checking In Content
22.3.8
Adding Contribution Folders
22.3.9
Modifying Contribution Folders
22.3.10
Moving Contribution Folders and Content
22.3.11
Creating a Shortcut
22.3.11.1
Creating a Shortcut from an Exploring Page
22.3.11.2
Creating a Shortcut from a Folder Information or Content Information Page
22.3.12
Deleting Contribution Folders and Their Content
22.3.12.1
About Deleting Folders and Content
22.3.12.2
Deleting a Folder or Content Item
22.3.12.3
Permanently Deleting Folders and Content from Trash
22.3.13
Restoring Folders and Content from Trash
22.3.14
Propagating Metadata
22.3.15
Searching for Content in Folders
22.4
Working with WebDAV
22.4.1
Working with Folders
22.4.1.1
WebDAV Folders
22.4.1.2
Connecting to a WebDAV Folder
22.4.1.3
Viewing Folders
22.4.1.4
Creating a New Folder
22.4.2
Working with Content
22.4.2.1
Checking In Content
22.4.2.2
Check-In Troubleshooting
22.4.2.3
Checking Out Content
22.4.2.4
Viewing Content
22.4.2.5
Modifying Content
22.4.2.6
Deleting a Folder or Content Item
22.4.2.7
Restoring a Contribution Folder or Content Item
22.4.2.8
Copying Content
22.4.2.9
Moving Content
22.4.3
Displaying Web Pages
22.4.3.1
Configuring Windows Explorer
22.4.3.2
Displaying a Web Page
23
Grouping Documents Using Folios
23.1
About Content Folios
23.1.1
What a Folio Is
23.1.2
The Folio Structure
23.1.3
When to Use a Folio
23.2
Working with Folios
23.2.1
Creating a Simple Folio
23.2.2
Creating an Advanced Folio
23.2.3
Modifying Folio Structure and Content
23.2.3.1
Editing a Simple Folio
23.2.3.2
Editing an Advanced Folio
23.2.4
Taking Snapshots
23.2.5
Locking and Unlocking Folios
23.2.6
Downloading Folio Renditions
23.2.7
Finding Existing Folios
23.2.8
Viewing Folios
23.2.9
Viewing Folio Information
23.2.10
Subscribing to Folios
23.2.11
Using Digital Asset Baskets
23.2.11.1
Managing Digital Asset Baskets
23.2.11.2
Working with Digital Asset Baskets
23.2.12
Understanding Folio Workflows
24
Using Workflows
24.1
About Workflows
24.2
Entering a File to a Workflow
24.3
Reviewing Revisions in a Workflow
24.4
Working with a Rejected Revision
24.5
Viewing Workflow Information
24.5.1
Viewing a List of Active Workflows
24.5.2
Viewing a List of Your Workflows
24.5.3
Viewing Workflow History and Information About a Workflow Step
24.5.4
Viewing Content Information
25
Working with Images and Videos
25.1
About Digital Asset Management with Oracle WebCenter Content
25.2
Supported Input Formats
25.3
Supported Video Output Formats
25.4
Checking In a Digital Asset
25.5
Finding Renditions and Information
25.6
Rendition Information Page
25.7
Image Data Page
25.8
Rendition Parameters Page
25.9
Video Preferences Page
25.9.1
No Format Option
25.9.2
No Player Option
25.10
Working with Renditions
25.10.1
Storing Renditions in Your Digital Asset Basket
25.10.2
Viewing Items in Your Digital Asset Basket
25.10.3
Removing Items from Your Digital Asset Basket
25.10.4
Adding and Removing Renditions in a Rendition Set
25.10.5
Downloading Multiple Items
25.10.6
Creating Renditions
25.10.7
Updating Renditions
25.11
Working with Standard Content Items
25.12
Managing Digital Assets on a Macintosh Client
26
Working with Records
26.1
Understanding Retention Management
26.1.1
The Retention Process
26.1.2
Physical Content Management
26.1.3
Understanding Roles and Permissions
26.1.4
Interface Overview
26.1.4.1
Dashboards
26.1.4.2
My Favorites
26.2
Creating Records and Physical Content
26.2.1
Checking In From the Main Menu
26.2.1.1
Checking in Items Using DIS
26.2.2
Checking In Through a Retention Schedule
26.2.3
Checking In a Classified Item
26.2.4
Folios and Content Basket
26.2.4.1
Creating, Updating, or Deleting a Basket
26.2.4.2
Setting an Active Basket
26.2.4.3
Adding or Removing Items
26.2.4.4
Sorting Items
26.2.4.5
Creating Reservation Requests for Items
26.2.4.6
Downloading Items
26.2.4.7
Creating E-Mail Links to Items in the Content Basket
26.2.5
Folios and Cloned Content
26.2.5.1
Creating a Fixed Clone
26.2.5.2
Adding a Folio to a Restricted Revision Category
26.2.6
Creating a Physical Item
26.2.6.1
Using the Storage Page
26.2.6.2
Within a Retention Schedule
26.2.6.3
Creating a Physical Item Within Another Item
26.3
Finding Records and Physical Items
26.3.1
Searching for Content
26.3.1.1
Using the Search Forms Option
26.3.1.2
Using Auxiliary Metadata Sets
26.3.2
Searching for Physical Content
26.3.3
Screening for Content
26.3.3.1
Performing Screenings
26.3.3.2
Scheduling a Screening Report
26.3.3.3
Setting Default Metadata For Reports
26.3.4
Browsing the Retention Schedule
26.3.5
Browsing the PCM Storage Space
26.3.5.1
Browsing the Storage Tree
26.3.5.2
Using Exploring Pages
26.3.5.3
Viewing Information about a Storage Location
26.3.6
Generating a Retention Schedule Report
26.4
Reservations and Chargebacks
26.5
Creating a Records Profile
26.5.1
Creating a Profile
26.5.1.1
Trigger Fields
26.5.1.2
Rules
26.5.1.3
Profile Pages
26.5.2
Designing a Simple Profile
26.5.2.1
Adding a New Profile
26.5.2.2
Using the Create/Update Profile Pages
26.5.3
Profile Management
26.5.3.1
Viewing Profile Information
26.5.3.2
Updating a Simple Profile
26.5.3.3
Copying a Profile
26.5.3.4
Deleting a Profile
26.5.3.5
Moving a Profile
26.5.3.6
Changing a Trigger Field (Administrators Only)
26.5.3.7
Troubleshooting (Administrators Only)
Part IV Using Other Ways to Work with WebCenter Content
27
Accessing Managed Content Directly from Within Your Desktop Applications
27.1
About Oracle WebCenter Content: Desktop
27.2
Managing Content Through Windows Explorer
27.3
Working With Managed Content Within Microsoft Word, Microsoft Excel, and Microsoft PowerPoint
27.4
Working With Managed Content Within Microsoft Outlook and Lotus Notes
27.5
Using Web Browser Search Fields to Search for Managed Content
28
Working with WebCenter Content from Mobile Devices
28.1
About the Mobile App
28.2
Everyday Tasks Using the Mobile App
28.3
Installing and Connecting to Oracle WebCenter Content
28.4
Navigating the Mobile App
28.5
Finding Documents
28.6
Viewing Files
28.6.1
Viewing a File
28.6.2
Viewing Information about a File, Folder, or Library
28.7
Downloading Files
28.8
Sharing Files
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